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06/22/2021CITY OF GRAND TERRACE CITY COUNCIL AGENDA ● JUNE 22, 2021 Council Chambers Regular Meeting 6:00 PM Grand Terrace Civic Center ● 22795 Barton Road City of Grand Terrace Page 1 PUBLIC ADVISORY: THE COUNCIL CHAMBER IS NOW OPEN TO THE PUBLIC!! As of June 15, 2020, the City of Grand Terrace reopened its public meetings. Therefore, the regular meeting of the City Council for June 22, 2021, is now open to the public. Please note that Pursuant to Section 3 of Executive Order N-29-20, issued by Governor Newsom on March 17, 2020, the regular meeting of the City Council for June 22, 2021, will also be conducted telephonically through Zoom and broadcast live on the City’s website. COMMENTS FROM THE PUBLIC The public is encouraged to address the City Council on any matter posted on the agenda or on any other matter within its jurisdiction. If you wish to address the City Council, please complete a Request to Speak Form available at the front entrance and present it to the City Clerk. Speakers will be called upon by the Mayor at the appropriate time and each person is allowed three (3) minutes speaking time. If you would like to participate telephonically and speak on an agenda item, you can access the meeting by dialing the following telephone number and you will be placed in the waiting room, muted until it is your turn to speak: *1-669-900-9128 Enter Meeting ID: 831 3430 7721 Password: 136194 The City wants you to know that you can also submit your comments by email to ccpubliccomment@grandterrace- ca.gov. To give the City Clerk adequate time to print out your comments for consideration at the meeting, please submit your written comments prior to 5:00 p.m.; or if you are unable to email, please call the City Clerk’s Office at (909) 824-6621 x230 by 5:00 p.m. If you wish to have your comments read to the City Council during the appropriate Public Comment period, please indicate in the Subject Line “FOR PUBLIC COMMENT” and list the item number you wish to comment on. Comments that you want read to the City Council will be subject to the three (3) minute time limitation (approximately 350 words). Pursuant to the provisions of the Brown Act, no action may be taken on a matter unless it is listed on the agenda, or unless certain emergency or special circumstances exist. The City Council may direct staff to investigate and/or schedule certain matters for consideration at a future City Council meeting. PLEASE NOTE: Copies of staff reports and supporting documentation pertaining to each item on this agenda are available for public viewing and inspection at City Hall, 1st Floor Lobby Area and 2nd Floor Reception Area during regular business hours and on the City’s website www.grandterrace-ca.gov. For further information regarding agenda items, please contact the office of the City Clerk at (909) 824-6621 x230, or via e-mail at dthomas@grandterrace- ca.gov. 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. AMERICANS WITH DISABILITIES ACT In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk’s Office, (909) 824-6621 x230 at least 48 hours prior to the advertised starting time of the meeting. This will enable the City to make reasonable arrangements to ensure accessibility to this meeting. Later requests will be accommodated to the extent feasible. Agenda Grand Terrace City Council June 22, 2021 City of Grand Terrace Page 2 CALL TO ORDER Convene City Council Invocation Pledge of Allegiance Roll Call Attendee Name Present Absent Late Arrived Mayor Darcy McNaboe    Mayor Pro Tem Bill Hussey    Council Member Sylvia Robles    Council Member Doug Wilson    Council Member Jeff Allen    A. REORDERING OF, ADDITIONS TO, OR REMOVAL OF ITEMS FROM THE AGENDA B. SPECIAL PRESENTATIONS - NONE C. CONSENT CALENDAR The following Consent Calendar items are expected to be routine and noncontroversial. They will be acted upon by the City Council at one time without discussion. Any Council Member, Staff Member, or Citizen may request removal of an item from the Consent calendar for discussion. 1. Waive Full Reading of Ordinances on Agenda DEPARTMENT: CITY CLERK 2. Approval of Minutes – Regular Meeting – 06/08/2021 DEPARTMENT: CITY CLERK 3. City Department Monthly Activity Report - April 2021 RECOMMENDATION: Receive and file. DEPARTMENT: CITY MANAGER Agenda Grand Terrace City Council June 22, 2021 City of Grand Terrace Page 3 4. Approval of the May-2021 Check Register in the Amount of $702,860.40 RECOMMENDATION: Approve the Check Register No. 05312021 in the amount of $702,860.40 as submitted, for the period ending May 31, 2021. DEPARTMENT: FINANCE 5. Resolution Adopting List of Projects Proposed to be Funded by SB 1 in Fiscal Year 2021-2022 RECOMMENDATION: Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE ADOPTING A LIST OF PROJECTS FOR FISCAL YEAR 2021-22 FUNDED BY SB 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 DEPARTMENT: PUBLIC WORKS D. 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. E. PUBLIC HEARINGS 6. 2021-2022 Landscape & Lighting Assessment District 89-1 Public Hearing and Adoption of Resolution Ordering the Levy and Collection of Assessments Therefore and Approval of Agreements with the County for the Collection Thereof RECOMMENDATION: 1) CONDUCT THE PUBLIC HEARING; AND 2) ADOPT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE APPROVING THE ENGINEER’S ANNUAL LEVY REPORT FOR, AND CONFIRMING THE DIAGRAM AND ASSESSMENT AND ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN, THE CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO. 89-1, FISCAL YEAR 2021-2022 3) Approve the “AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, AND ASSESSMENTS FISCAL YEAR 2021-22” for the City and “the AUDITOR- CONTROLLER/TREASURER/TAX COLLECTOR AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, AND ASSESSMENTS FISCAL YEAR Agenda Grand Terrace City Council June 22, 2021 City of Grand Terrace Page 4 2021-22” for the District and authorize the Mayor to sign thereof subject to City Attorney approval as to form. DEPARTMENT: PUBLIC WORKS F. UNFINISHED BUSINESS 7. Continued Deliberations and Adoption of the Fiscal Year 2021-22 Budget RECOMMENDATION: 1. Continue deliberations on the City of Grand Terrace Annual Budget for Fiscal Year 2021-22; and/or 2. Direct staff to prepare the FY2021-22 Budget in accordance with the approved items above; and/or 3. Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2021-2022 DEPARTMENT: CITY MANAGER G. NEW BUSINESS 8. Historical & Cultural Activities Committee Member Appointments and Process RECOMMENDATION: 1. That Each City Council Member Nominate an Applicant From the Six (6) Applications Received as Their Nominee to the Historical & Cultural Activities Committee 2. That, Upon Selection of the Nominees by Each City Council Member, the Mayor Appoint, Subject to City Council Approval, the Nominees to the Historical & Cultural Activities Committee. 3. That the Mayor Appoint, Subject to City Council Approval, the Remaining Applicant as an At-Large Historical & Cultural Activities Committee Member. 4. Direct Staff to prepare an item consolidating all rules and procedures governing the Historical & Cultural Activities Committee for the City Council’s consideration and approval at a future meeting. DEPARTMENT: CITY CLERK 9. Approval of Annual Appropriations Limit for Fiscal Year 2021-22, Including Adoption of the Price Factor and Population Change Factor for the Appropriations Limit Calculation RECOMMENDATION: (1) Approve the selection of the Change in Per Capita Personal Income of 5.73% as the Price Factor for the Fiscal Year 2021-22 Appropriations Limit Calculation; and Agenda Grand Terrace City Council June 22, 2021 City of Grand Terrace Page 5 (2) Approve the selection of the Change in County of San Bernardino Population of 0.17% as the Population Change Factor for the Fiscal Year 2021-2022 Appropriations Limit Calculation; and (3) Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2021-22, INCLUDING ADOPTION OF THE PRICE FACTOR AND POPULATION CHANGE FACTOR FOR THE APPROPRIATIONS LIMIT CALCULATION DEPARTMENT: FINANCE 10. Commitment of Fund Balance for Fiscal Year 2020-2021 in Accordance with Governmental Accounting Standards Board Statement No. 54 and City Reserves Policy No. 3.06 RECOMMENDATION: Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, COMMITTING FUND BALANCE FOR FISCAL YEAR 2020- 21 IN ACCORDANCE WITH GOVERNMENTAL ACCOUNTING STANDARDS BOARD STATEMENT 54 AND CITY RESERVES POLICY NO. 3.06 DEPARTMENT: FINANCE H. REQUESTS FOR FUTURE AGENDA ITEMS BY CITY COUNCIL - NONE I. CITY COUNCIL COMMUNICATIONS Council Member Jeff Allen Council Member Doug Wilson Council Member Sylvia Robles Mayor Pro Tem Bill Hussey Mayor Darcy McNaboe J. CITY MANAGER COMMUNICATIONS K. RECESS TO CLOSED SESSION CLOSED SESSION 1. CONFERENCE WITH LABOR NEGOTIATORS, pursuant to Government Code Section 54957.6 Agenda Grand Terrace City Council June 22, 2021 City of Grand Terrace Page 6 Agency Designated Representatives: G. Harold Duffey, City Manager Adrian R. Guerra, City Attorney Colin Tanner, Deputy City Attorney Employee Organization: Teamsters Local 1932 Unrepresented Employees: City Manager, Assistant City Manager, City Clerk, Director of Public Works, Director of Planning & Development Services, Management Analyst (Two Positions), Principal Accountant, Assistant Planner 2. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION pursuant to Government Code Section 54956.9(a) Case Name: Sunny Days, LLC v. City of Grand Terrace Case No. CIV SB 2107692 3. PUBLIC EMPLOYEE SCHEDULED PERFORMANCE EVALUATION, pursuant to Government Code Section 54957.6 Title: City Manager RECONVENE TO OPEN SESSION REPORT OUT OF CLOSED SESSION L. ADJOURN The Next Regular City Council Meeting will be held on Tuesday, July 13, 2021, at 6:00 PM. Any request to have an item placed on a future agenda must be made in writing and submitted to the City Clerk’s office and the request will be processed in accordance with Council Procedures. CITY OF GRAND TERRACE CITY COUNCIL MINUTES ● JUNE 8, 2021 Council Chambers Regular Meeting 6:00 PM Grand Terrace Civic Center ● 22795 Barton Road City of Grand Terrace Page 1 CALL TO ORDER Mayor Darcy McNaboe convened the Regular Meeting of the City Council for Tuesday, June 8, 2021 at 6:00 p.m. INVOCATION The Invocation was given by Pastor Arturo Sanchez of Living Word Inland Empire. PLEDGE OF ALLEGIANCE The Pledge of Allegiance was led by Council Member Jeff Allen. Attendee Name Title Status Arrived Darcy McNaboe Mayor Present Bill Hussey Mayor Pro Tem Absent Sylvia Robles Council Member Present Doug Wilson Council Member Present Jeff Allen Council Member Present G. Harold Duffey City Manager Present Adrian Guerra City Attorney Present Debra Thomas City Clerk Present Steven Weiss Planning & Development Services Director Present Robert Eisenbeisz Interim Public Works Director Absent Terry Shea Interim Finance Director Present A. REORDERING OF, ADDITIONS TO, OR REMOVAL OF ITEMS FROM THE AGENDA Adrian Guerra, City Attorney requested that Agenda Item K.3. Conference with Legal Counsel – Anticipated Litigation, be removed from the June 8, 2021 City Council agenda. B. SPECIAL PRESENTATIONS Mark Cloud, Government Relations Manager and James Harris, District Manager with Southern California Edison, presented a PowerPoint presentation on the Wildfire Mitigation Update and 2020 Reliability Report for the City of Grand Terrace. C.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 n 8 , 2 0 2 1 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 June 8, 2021 City of Grand Terrace Page 2 C. CONSENT CALENDAR RESULT: APPROVED [UNANIMOUS] MOVER: Jeff Allen, Council Member SECONDER: Doug Wilson, Council Member AYES: Darcy McNaboe, Sylvia Robles, Doug Wilson, Jeff Allen ABSENT: Bill Hussey 1. Waive Full Reading of Ordinances on Agenda 2. Approval of Minutes – Regular Meeting – 05/25/2021 APPROVE THE REGULAR MEETING MINUTES OF MAY 25, 2021 3. Approval of a Settlement Agreement & Release of All Claims Entered into Between the City of Grand Terrace, CSG EV, LLC, and Margaret L. Miller, and a Related Easement Amendment 1. APPROVE THE SETTLEMENT AGREEMENT & RELEASE OF ALL CLAIMS ENTERED INTO BETWEEN THE CITY OF GRAND TERRACE, CSG EV, LLC, AND MARGARET L. MILLER; AND 2. APPROVE THE EASEMENT AMENDMENT, WHICH AMENDS ACCESS EASEMENTS BETWEEN THE CITY AND MARGARET L. MILLER RELATED TO THE SETTLEMENT AGREEMENT; AND 3. AUTHORIZE THE MAYOR TO SIGN THE ABOVE DOCUMENTS, SUBJECT TO CITY ATTORNEY APPROVAL AS TO FORM. 4. April 1, 2021 Planning Commission Meeting Minutes and April 8, 2021 Parks & Recreation Advisory Committee Meeting Minutes RECEIVE AND FILE. 5. Award and Approve the Purchase and Installation of a Ductless Split Air Conditioner Which Replaces the Current Inoperable System for the City Hall Computer Server Room to Honeywell in the Amount of $5,697.53 1. AWARD THE PURCHASE AND INSTALLATION OF A DUCTLESS SPLIT AIR CONDITIONER WHICH REPLACES THE CURRENT INOPERABLE SYSTEM FOR THE CITY HALL COMPUTER SERVER ROOM TO HONEYWELL IN THE AMOUNT OF $5,697.53 2. APPROVE THE QUOTATION PREPARED BY HONEYWELL (ATTACHMENT 1) AND AUTHORIZE THE CITY MANAGER TO PREPARE/EXECUTE THE QUOTATION, CITY PURCHASE ORDER, AND OTHER DOCUMENTS (AS NECESSARY) SUBJECT TO CITY ATTORNEY APPROVAL AS TO FORM, IN ORDER TO CARRY OUT THE WORK C.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 n 8 , 2 0 2 1 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 June 8, 2021 City of Grand Terrace Page 3 D. PUBLIC COMMENT Don Smith, Grand Terrace expressed his concern regarding noise in the City. He conveyed to the City Council his complaint regarding barking dogs, upcoming fireworks sales, and loud cars speeding through City and neighborhoods. E. PUBLIC HEARINGS None. F. UNFINISHED BUSINESS None. G. NEW BUSINESS 6. Historical & Cultural Activities Committee Members Resignations and Authorization to Continue Posting Notice of Vacancy Debra Thomas, City Clerk presented the staff report for this item. ACCEPT THE RESIGNATIONS OF HISTORICAL & CULTURAL ACTIVITIES COMMITTEE MEMBERS FRANCES CARTER, MARTHA MONTEON, ROCHELLE ROSENKILD, MARTINA BOENTARAN AND LYNN SMITH, DIRECT THE CITY CLERK TO PREPARE AND SEND A LETTER OF APPRECIATION ON BEHALF OF THE CITY COUNCIL, AND DIRECT THE CITY CLERK TO POST NOTICE OF VACANCY RESULT: APPROVED [UNANIMOUS] MOVER: Jeff Allen, Council Member SECONDER: Doug Wilson, Council Member AYES: Darcy McNaboe, Sylvia Robles, Doug Wilson, Jeff Allen ABSENT: Bill Hussey 7. Amendment No. 8 to the Waste Disposal Agreement Between the City of Grand Terrace and the County of San Bernardino G. Harold Duffey, City Manager gave the PowerPoint presentation for this item. 1) ADOPT A RESOLUTION OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING AMENDMENT NO. 8, TO THE WASTE DISPOSAL AGREEMENT BETWEEN THE COUNTY OF SAN BERNARDINO AND THE CITY OF GRAND TERRACE; AND 2) AUTHORIZE THE MAYOR TO SIGN THE AMENDMENT NO. 8 SUBJECT TO CITY ATTORNEY APPROVAL AS TO FORM. C.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 n 8 , 2 0 2 1 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 June 8, 2021 City of Grand Terrace Page 4 RESULT: APPROVED [3 TO 1] MOVER: Sylvia Robles, Council Member SECONDER: Jeff Allen, Council Member AYES: Darcy McNaboe, Sylvia Robles, Jeff Allen NAYS: Doug Wilson ABSENT: Bill Hussey 8. Introduction of the FY2021-22 Proposed Budget Terry Shea, Interim Finance Director gave the PowerPoint presentation for this item with the support of G. Harold Duffey, City Manager. 1. REVIEW THE PROPOSED BUDGET FOR FISCAL YEAR 2021-22; AND 2. BEGIN BUDGET DELIBERATIONS FOR THE PROPOSED BUDGET FOR FISCAL YEAR 2021-22 ON JUNE 15, 2021. RESULT: APPROVED [UNANIMOUS] MOVER: Jeff Allen, Council Member SECONDER: Sylvia Robles, Council Member AYES: Darcy McNaboe, Sylvia Robles, Doug Wilson, Jeff Allen ABSENT: Bill Hussey H. REQUESTS FOR FUTURE AGENDA ITEMS BY CITY COUNCIL - NONE I. CITY COUNCIL COMMUNICATIONS Council Member Jeff Allen Council Member Jeff Allen attended the following events: • May 31, 2021 Wall of Freedom Memorial Day Celebration at Veteran’s Freedom Park. Council Member Doug Wilson Nothing to Report. Council Member Sylvia Robles Nothing to Report. Mayor Pro Tem Bill Hussey Absent. Mayor Darcy McNaboe Mayor Darcy McNaboe attended the Omnitrans Board of Director’s Meeting on June 2, 2021 and discussed the following: C.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 n 8 , 2 0 2 1 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 June 8, 2021 City of Grand Terrace Page 5 • FY 2021-2022 Budget • Zero Emission Bus Road Show Mayor McNaboe attended the San Bernardino County Transportation Authority Board of Director’s Meeting on June 2, 2021 and discussed the following: • Formal Disabled Veterans Program • Release of Invitation for Bids – I-10 Alabama Street Interchange Construction • Release a Call for Projects – Bicycle and Pedestrian Facilities • Emergency Communications Nurse System Update J. CITY MANAGER COMMUNICATIONS G. Harold Duffey, City Manager gave a PowerPoint presentation announcing the reopening of the Grand Terrace Senior Center on Monday, June 14, 2021. K. RECESS TO CLOSED SESSION Mayor McNaboe recessed the regular meeting of the City Council at 7:15 p.m. CLOSED SESSION 1. CONFERENCE WITH LABOR NEGOTIATORS, pursuant to Government Code Section 54957.6 Agency Designated Representatives: G. Harold Duffey, City Manager Adrian R. Guerra, City Attorney Colin Tanner, Deputy City Attorney Employee Organization: Teamsters Local 1932 Unrepresented Employees: City Manager, Assistant City Manager, City Clerk, Director of Public Works, Director of Planning & Development Services, Management Analyst (Two Positions), Principal Accountant, Assistant Planner 2. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION pursuant to Government Code Section 54956.9(a) Case Name: Sunny Days, LLC v. City of Grand Terrace Case No.: CIV SB 2107692 C.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 n 8 , 2 0 2 1 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 June 8, 2021 City of Grand Terrace Page 6 3. CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION Significant exposure to litigation pursuant to Government Code Section 54956.9(b): One Potential Case RECONVENE TO OPEN SESSION Mayor McNaboe reconvened the regular meeting of the City Council at 7:29 p.m. REPORT OUT OF CLOSED SESSION Agenda Item K.1. – Mayor McNaboe announced there was no reportable action and direction was given to staff. Agenda Item K.2. – Mayor McNaboe announced there was no reportable action and direction was given to staff. Agenda Item K.3. – This item was pulled from the agenda by Adrian Guerra, City Attorney at the beginning of the City Council meeting. L. ADJOURN Mayor Darcy McNaboe adjourned the Regular Meeting of the City Council at 7:30 p.m. The Next Regular City Council Meeting will be held on Tuesday, June 22, 2021 at 6:00 p.m. _________________________________ Darcy McNaboe, Mayor _________________________________ Debra L. Thomas, City Clerk C.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 n 8 , 2 0 2 1 6 : 0 0 P M ( C o n s e n t C a l e n d a r ) AGENDA REPORT MEETING DATE: June 22, 2021 Council Item TITLE: City Department Monthly Activity Report - April 2021 PRESENTED BY: G. Harold Duffey, City Manager RECOMMENDATION: Receive and file. 2030 VISION STATEMENT: This staff report identifies the monthly tasks associated with the delivery of projects to support City Council’s Goals 1) Ensure Our Fiscal Viability - Explore Creative Means to Provide Services and 4) Develop and Implement Successful Partnerships - Work with Local, Regional and State Agencies to secure Funding for Programs and Projects. BACKGROUND: The City Council of Grand Terrace established a 2030 Vision for the City of Grand Terrace and followed up with a 2014-2020 Strategic Plan. The Strategic Plan is a roadmap to ensure that the City remains on target and reaches its overall goals. The 2030 Vision and Strategic Plan will be achieved as staff accomplishes tasks and projects that are aligned with the 2030 Vision goals. The goals include: • Ensure Our Fiscal Viability • Maintain Public Safety • Promote Economic Development • Develop and Implement Successful Partnerships • Engage in Proactive Communications DISCUSSION: This Monthly report includes April 2021 data for each department in the City. The number of projects and activities reported do not reflect everything staff is doing but rather highlights things they have worked on in the past month which may be of interest to City Council and the public. This report is updated monthly and posted to the City’s website on the fourth week of each month. FISCAL IMPACT: The Monthly report has no fiscal impact. The monthly reports do not provide budgetary status. The Finance Department will continue to produce individual monthly financial reports which are separate from the Department monthly reports. ATTACHMENTS: • April 2021 Monthly Departmental Report - Final#1 (PDF) C.3 Packet Pg. 13 APPROVALS: G. Harold Duffey Completed 06/15/2021 1:50 PM City Attorney Completed 06/15/2021 2:55 PM Finance Completed 06/16/2021 8:04 AM City Manager Completed 06/17/2021 8:33 AM City Council Pending 06/22/2021 6:00 PM C.3 Packet Pg. 14 MONTHLY REPORT April 2021 PRESENTED BY THE CITY MANAGER’S OFFICE C.3.a Packet Pg. 15 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) This page left intentionally blank. C.3.a Packet Pg. 16 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) i Organizational Chart .........................................................................................1 City Clerk ...........................................................................................................2 Committee/Commissions ........................................................................7 City Manager .....................................................................................................8 Senior Center ....................................................................................... 12 Senior Bus Program ............................................................................. 15 Communications ................................................................................... 20 Planning and Development ............................................................................ 24 Code Enforcement ............................................................................... 40 Weekend Code ..................................................................................... 41 Parking/Graffiti ................................................................................ 41, 42 Animal Control ...................................................................................... 43 Public Works .................................................................................................. 46 Engineering Division ............................................................................. 47 Maintenance ......................................................................................... 48 Park Maintenance ................................................................................ 49 Burrtec Waste Generation Report ........................................................ 51 Public Works Administration ................................................................. 53 CIP Project Contracts ......................................................................... N/A Sheriff’s Contract ............................................................................................ 55 Law Enforcement Services ................................................................... 56 San Bernardino County Fire ........................................................................... 58 Emergency Management Services ...................................................... 69 C.3.a Packet Pg. 17 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) CITY MANAGER Organization Chart City Manager City Clerk Planning & Development Public Works Finance Public Safety Agenda Processing Land Use Planning Engineering Accounting Fire District Elections Planning Commission NPDES Budgeting & Purchasing Law Enforcement Records Management Building & Safety Storm Drain Maintenance Payroll FPPC Filings Code Enforcement Facilities Maintenance Treasury Public Records Enforcement Program Parks Maintenance Senior Bus Program Page | 1 C.3.a Packet Pg. 18 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace City Clerk’s Department City Clerk •Agenda Processing •Elections •Records Management •FPPC Filings •Public Records Page | 2 C.3.a Packet Pg. 19 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace City Clerk’s Department . DATE: June 15, 2021 TO: G. Harold Duffey, City Manager City Manager’s Office FROM: Debra Thomas, City Clerk City Clerk’s Office SUBJECT: APRIL 2021 CITY CLERK MONTHLY REPORT This monthly report is presented to the City Manager to keep him informed of the activities and responsibilities within the City Clerk’s Department over the last six (6) months. The City Clerk’s Office is staffed with one position that includes the City Clerk. The primary responsibilities for this department are Council Support Services, Records Management, Administrative Processing, Board Administration and Election Services. Each of these functions require a collaborative effort between the department staff to ensure that all components within the process are completed from origin to file. As the official records manager for all City documents it is imperative that this process be accurate to ensure the preservation of the City’s history. AGENDAS/POSTINGS The City Clerk is responsible for preparing agendas and postings for all City Council Regular and Special Meetings, as well as for the Housing Authority and Successor Agency to the Community Redevelopment Agency. The total number of agendas processed for the month of April 2021 is two (2) , spending a total of sixteen (16) hours preparing the agenda packet producing 440 pages. AGENDA PROCESSING/POSTING MONTH Regular Meeting Special Meeting Totals November 1 0 1 December 1 0 1 January 2 1 3 February 2 0 2 March 2 0 2 April 2 0 2 Total Processed 10 1 11 Page | 3 C.3.a Packet Pg. 20 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) RESOLUTIONS & ORDINANCES The City Clerk is responsible for the security of all official City records including Resolutions. Additionally, it is the City Clerk’s responsibility to ensure those Resolutions are executed, certified, and published, when appropriate. It is also the responsibility of the City Clerk to ensure all City Council Ordinances presented to Council have been certified and made available for review by the public. The City Clerk must coordinate with the local adjudicated newspaper to publish Ordinance summaries for its first and second readings. The number of Resolutions processed for the month of April is nine (9) and Ordinances processed for the month of April is zero (0). RESOLUTIONS AND ORDINANCES PROCESSED RESOLUTIONS ORDINANCES MONTHLY TOTALS November 0 1 1 December 5 0 5 January 1 0 1 February 0 0 0 March 1 0 1 April 9 0 9 Total Processed 16 1 17 RECOGNITION ACTIVITY Its purpose is to recognize individuals, groups, and events of significance to the Grand Terrace community by the issuance of Certificates, Recognition, Acknowledgment and Commendation Pins. It is the responsibility of the City Clerk to ensure that all signatures of City Council are obtained on the document, coordinate attendance at Council meetings for the individual, group, or event representative to accept the recognition, as well as prepare Council with all necessary information to present the recognition if presentation will be held at another venue. For the month of April 2021, there was one eight (8) Certificates of Appreciation, seven (7) Certificates of Recognition and two (2) Proclamations prepared on behalf of the City Council. Month Certificate of Acknowledgment w/Pin Certificate of Recognition w/Pin Commendation w/Pin In Memoriam Adjournments Certificate of Participation Proclamation Total November 0 0 0 0 0 0 0 December 0 0 0 0 0 0 0 January 0 0 0 5 0 1 6 February 0 0 0 0 0 0 0 March 0 1 0 0 0 0 1 April 8 6 0 0 0 2 16 Total 8 7 0 5 0 3 23 Page | 4 C.3.a Packet Pg. 21 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) CONTRACTS AND AGREEMENTS PROCESSED The City Clerk works closely with the City Council and is responsible for processing follow-up documentation. Management of these documents include contracts and agreements, and it is the responsibility of the City Clerk to obtain signatures, distribute originals, log, scan, and file. For the month of April 2021, City Council approved two (2) agreements. CONTRACTS & AGREEMENTS PROCESSED November 1 December 0 January 4 February 6 March 2 April 3 Total 16 RECORDS REQUESTS The City Clerk’s office received ten (10) Requests for Copies of Public Records for the month of April 2021. These requests were completed within the Government Code Section 6253(c)’s requirement of ten (10) calendar days. The total number of pages provided in response to those requests were 2,656. RECORDS REQUEST SUMMARY Month Requests Received Completed Within 10 Days Completed with 14-Day Extension # of Pages Provided Letter to Requestor – No Records November 12 12 0 171 2 December 2 2 0 8 1 January 9 9 0 96 2 February 8 8 0 68 4 March 13 12 1 2,185 4 April 10 10 0 128 8 Total Requests 54 53 1 2,656 21 Page | 5 C.3.a Packet Pg. 22 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) CUSTOMER SERVICE – TELEPHONE CALLS The City Clerk is responsible for receiving and responding to inquiries and external customer service requests, communicating, coordinating, and responding to internal department requests, external agency cooperation and legislative bodies. For the month of April 2021, the City Clerk’s office responded to 327 telephone calls from residents, contractors, vendors, consultants, and in-house customer service assistance to City staff. TELEPHONE CUSTOMER SERVICE November 272 December 208 January 286 February 255 March 327 April 283 Total Calls 1,631 HISTORICAL & CULTURAL COMMITTEE ACTIVITY The Historical and Cultural Activities Committee preserves the history of Grand Terrace and facilitates cultural activities for the benefit of all citizens in the City. The City Clerk serves as a liaison facilitating communication between the committee and City Manager and City Council, maintains the committee minutes of its proceedings and provides support for the Annual Art Show, Country Fair and City Birthday Party. No activity is reported for the month of April 2021. Month Committee Meeting Emails w/Committee Members & Vendors Written Correspondence w/Committee Members Telephone Calls with Committee Members & Vendors Art Show/Country Fair & City Birthday Prep & Attendance Total # of Hours November 0 0 0 0 0 0 December 0 0 0 0 0 0 January 0 0 0 0 0 0 February 0 0 0 0 0 0 March 0 0 0 0 0 0 April 0 0 0 0 0 0 TOTAL # HOURS 0 0 0 0 0 0 Page | 6 C.3.a Packet Pg. 23 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) COMMITTEES/COMMISSIONS The City Clerk is responsible for maintaining Appointed Committee/Commission Rosters and ensuring that all information is current and up-to-date for each. Listed below are the number of current Appointed City Committees/Commissions, including the number of alternates and vacancies that may exist: COMMITTEES/COMMISSIONS # OF MEMBERS # OF ALTERNATES # OF VACANCIES Historical & Cultural Activities Committee 6 0 1 Planning Commission 5 0 0 Parks & Recreation Committee 5 0 0 Page | 7 C.3.a Packet Pg. 24 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace City Manager’s Office City Manager’s Office •City Manager’s Office •Human Resources •Senior Center Page | 8 C.3.a Packet Pg. 25 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) DATE: June 15, 2021 TO: G. Harold Duffey, City Manager City Manager’s Office FROM: Debra L. Thomas, City Clerk SUBJECT: April-2021 Monthly Services Report This monthly report is presented to the City Manager to keep the City Manager and Policy Makers informed of the activities within the City Manager’s Office and programs administered by the office to meet service demands. The tasks and projects identified within the monthly report represent programs administered by the City Manager’s Office. The projects identified in this report do not represent the City Manager’s Office’s larger policy and fiscal oversight. Reports on those issues are presented to the Council in separate and distinct reports. The attached monthly report addresses the City Manager’s Office administration of the following activities:  Human Resources  Senior Center  Finance (currently ACM is Acting Finance Director)  IT and Communications OUR MISSION To preserve and protect our community and its exceptional quality of life through thoughtful planning, within the constraints of a fiscally responsible government. OUR VISION Grand Terrace is an exceptionally safe and well managed City, known for its natural beauty and recreational opportunities; a vibrant and diverse local economy; a place where residents enjoy an outstanding quality of life that fosters pride and an engaged community, encouraging families to come and remain for generations. Page | 9 C.3.a Packet Pg. 26 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) HUMAN RESOURCES Mission: It is the mission of human resources to support the organization in meeting its mission and goals through one of its most valuable resources - its PEOPLE. Values: Develop An attitude of teamwork and quality in our day-to-day operations and create an atmosphere that fosters camaraderie, fellowships, challenges, and safety. Increase Participation in City and community activities while seeking knowledge, enthusiasm, and an improved quality of life for ourselves, co-workers, and the community. Respect Team member values that may be different from our own and accept responsibility for promoting ethical and legal conduct in personal and business practices. Communicate In a candid and fair manner with the diverse workforce from whom our City derives its strength. CORE SERVICES 1. Hiring the most qualified employees by: pre-planning staffing needs, ensuring an effective internal interview process, conducting thorough reference checks. 2. Properly balancing the needs of the employees and the needs of the organization. 3. Ensuring a diverse workforce in a safe and discrimination/harassment free environment by: maintaining compliance with employment laws and government regulations, providing management and employee training, and developing policies and procedures. 4. Providing training and development in areas of: effective leadership and career development of employees, and, employment law and government regulation. 5. Retaining our valued employees by: assuring effective leadership qualities in our managers; furnishing technical, interpersonal and career development training and coaching; supplying relevant feedback to management; and enhancing two-way communication between employees and management. Page | 10 C.3.a Packet Pg. 27 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) TABLE 1 Recruitment Activity Description Jul- 2020 Aug- 2020 Sept- 2020 Oct- 2020 Nov- 2020 Dec- 2020 Recruitments Initiated 0 1 1 0 0 1 Recruitments in Progress 0 0 1 2 0 0 Recruitments Pending 0 1 0 0 0 0 Applications Processed 0 0 0 8 0 0 New Hires Processed 0 0 0 0 2* 0 Description Jan- 2021 Feb- 2021 Mar- 2021 Apr- 2021 May- 2021 Jun- 2021 Recruitments Initiated 0 1 Recruitments in Progress 0 1 Recruitments Pending 0 0 Applications Received/Processed 0 0 New Hires Processed 0 0 Note: *The Finance Dept. filled two positions. TABLE 2 Employee Job Performance Activity Description Jul- 2020 Aug- 2020 Sept2020 Oct- 2020 Nov- 2020 Dec- 2020 Evaluations Processed 6 0 0 0 0 0 Description Jan- 2021 Feb- 2021 Mar- 2021 Apr- 2021 May- 2021 Jun- 2021 Evaluations Processed 0 0 Page | 11 C.3.a Packet Pg. 28 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) SENIOR CENTER Mission: To provide recreational, educational, and social activities for the seniors in the community and to enrich our seniors lives through friendship, activities, education, and nourishment. Core Values: Seniors are recognized as a valuable asset. Seniors have the opportunity to contribute and expand their talents and knowledge. Seniors strengthen our community and benefit personally by their involvement. Seniors have access to a full spectrum of services, including social, emotional, educational, and recreational opportunities appropriate to their unique needs and interests. Seniors are treated respectfully and with dignity. Senior of all economic circumstances are served. TABLE 1 - Senior Center Activities Description Jul- 2020 Aug- 2020 Sept- 2020 Oct- 2020 Nov- 2020 Dec- 2020 Nutrition Program (# of meals served) 875 640 905 725 700 860 Homebound Meals 250 315 295 315 385 700 Bingo Bridge Bunco Coffee with Megan Exercise Classes Garden Club Morning Glories (quilting) Movies with Solomon Paint Classes Card Game Night (Wednesday) Zumba Kings Corner Cribbage Cell Phone Class Loteria SPECIAL EVENTS Monthly Birthday Celebration Entertainment (2nd Fri. each mo.) Volunteer Meeting Hydration Station Bus Pass Distribution 4th of July Party / Sept Pizza Party / Health Screening Christmas / Holiday Celebration Monthly Summary Attendance (Accounts for a senior participating in any activity/program. One senior may have participated in 2 or more programs, not including meals.) Page | 12 C.3.a Packet Pg. 29 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Description *Jan -2021 *Feb2021 **Mar-2021 Apr- 2021 May- 2021 Jun- 2021 Nutrition Program (# of meals served) 710 695 830 700 Homebound Meals 295 260 275 215 Arts and Crafts Classes Bingo Bridge Bunco Coffee with Shari Exercise Classes Garden Club Morning Glories (quilting) Movies with Solomon Paint Classes Card Game Night (Wednesday) Zumba Kings Corner Cribbage Cell Phone Class Loteria SPECIAL EVENTS Monthly Birthday Celebration Entertainment (2nd Fri. each mo.) Volunteer Meeting Hydration Station Bus Pass Distribution 4th of July Party / Sept Pizza Party Health Screening Monthly Summary Attendance (Accounts for a senior participating in any activity/program. One senior may have participated in 2 or more programs, not including meals.) ** - Due to COVID-19, the Senior Center will only be providing limited meals. Page | 13 C.3.a Packet Pg. 30 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) 1 0 100 200 300 400 500 600 700 800 900 July August September October November December 875 640 905 725 700 860 250 315 295 315 385 255 Senior Center (2020 -21) July-2020 -December-2020 # of Meals Served Homebound Meals 0 100 200 300 400 500 600 700 800 900 January February March April May June 710 695 830 700 0 0 295 260 275 215 0 0 Senior Center (2020-21) January-2021 -June-2021** # of Meals Served Homebound Meals ** - Due to COVID-19, the Senior Center will only be providing limited meals. Page | 14 C.3.a Packet Pg. 31 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) TABLE 2 Senior Center Blue Mountain Silver Liner # of Passengers Description Jul- 2020 Aug- 2020 Sept- 2020 Oct- 2020 Nov- 2020 Dec- 2020 Within City Limits (Senior Center, Stater Brothers, Library) 135 104 152 141 161 142 Outside City Limits (Walmart, 99cent store, Ross) 0 0 0 0 0 0 Special Events/Trips 0 0 0 0 0 0 Description Jan- 2021 Feb- 2021 Mar- 2021 Apr- 2021 May- 2021 Jun- 2021 Within City Limits (Senior Center, Stater Brothers, Library) 52 176 260 371 Outside City Limits (Walmart, 99cent store, Ross) 0 0 0 0 Special Events/Trips 0 0 0 0 TABLE 3 # of Rides Description Jul- 2020 Aug- 2020 Sept- 2020 Oct- 2020 Nov- 2020 Dec- 2020 Within City Limits (Senior Center, Stater Brothers, Library) 270 208 304 282 324 294 Outside City Limits (Walmart, 99cent store, Ross) 0 0 0 0 0 0 Special Events/Trips 0 0 0 0 0 0 Description Jan- 2021 Feb- 2021 Mar- 2021 Apr- 2021 May- 2021 Jun- 2021 Within City Limits (Senior Center, Stater Brothers, Library) 108 394 556 766 Outside City Limits (Walmart, 99cent store, Ross) 0 0 0 0 Special Events/Trips 0 0 0 0 Page | 15 C.3.a Packet Pg. 32 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) 0 50 100 150 200 250 300 July August September October November December 135 104 152 141 161 142 270 208 304 282 324 294 Senior Transportation July-2020 -December-2020 # of Passengers # of Rides 0 50 100 150 200 250 300 January February March April May June 52 176 260 371 0 0 108 394 556 766 0 0 Senior Transportation January-2020 -June -2020 # of Passengers # of Rides Page | 16 C.3.a Packet Pg. 33 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Oc-17 7%5% FINANCE Mission: To efficiently and effectively manage the City’s finances, preserve its assets by conforming to the highest ethical standards, implement sound internal controls, and provide meaningful, timely, and accurate financial reporting. Values: Transparency (Accessibility of Information): The Finance Department will ensure openness, clarity and comprehensibility when providing reliable, relevant, and timely financial information to the public. Integrity (Reliability on Information Provided): The Finance Department commits adherence to the highest ethical standards. The financial services provided will be honest, fair, and unbiased. Quality (Commitment to Excellence): The Finance Department will deliver financial services expeditiously and provide valuable support services to other departments and the community. Teamwork (Mutual Respect and Cooperation): The Finance Department will work together collaboratively with others, recognize the role and contribution each person makes, and provide assistance as necessary to achieve the City’s 2030 Mission, Vision and Goals. CORE SERVICES The Finance Department has 4 core services: Accounting, Purchasing, Revenue Management and Treasury. The Finance Department works in partnership with other departments to effectively develop, manage and safeguard the City’s fiscal resources to enable and enhance the delivery of City services and projects. 1. Disbursements – to facilitate timely and accurate payments of the City’s financial obligations which includes vendor payments, employee and resident reimbursements, and payroll. 2. Financial Reporting – to provide accurate and meaningful reporting on the City’s financial condition through the City’s monthly and annual financial reports. 3. Purchasing – to authorize the purchase of quality products in a cost-effective manner. 4. Revenue and Treasury Management – to bill and collect revenue while providing cost- effective financing, investments, and cash collection of the City’s resources to enhance the City’s financial condition. Page | 17 C.3.a Packet Pg. 34 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) TABLE 1 Financial Activity Description Jul- 2020 Aug- 2020 Sept- 2020 Oct- 2020 Nov- 2020 Dec- 2020 Invoices Processed 165 68 87 135 90 130 Checks Issued 76 74 65 73 85 79 Purchase Orders Established 18 16 20 21 17 18 Revenue Receipts Recorded 22 45 29 38 27 54 Description Jan- 2021 Feb- 2021 Mar- 2021 Apr- 2021 May- 2021 Jun- 2021 Invoices Processed 141 119 171 165 Checks Issued 83 78 93 99 94 Purchase Orders Established 8 6 9 14 Revenue Receipts Recorded 54 41 47 53 165 76 18 22 68 74 16 45 87 65 20 29 135 73 21 38 90 85 17 27 130 79 18 54 0 25 50 75 100 125 150 175 Invoices Processed Checks Issued P.Os Established Revenue Receipts Recorded Financial Activity Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Page | 18 C.3.a Packet Pg. 35 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) FINANCIAL REPORTS SUBMITTED TO CITY COUNCIL: Monthly: 1. Check Register; and 2. General Fund Monthly Financial Report (revenues less expenditures). Quarterly: 1. Business License Report; and 2. Treasurer’s Report (current cash flow and fund balance); and 3. 1st Quarter, Mid-Year and Year-end Financial Reports (General Fund). Annual: Audited Annual Financial Reports for the following: 1. City – all Funds; 2. Measure I – Fund 20; 3. Air Quality Management District (AQMD) – Fund 15; and 4. Housing Authority- Fund 52. 141 83 8 54 119 78 6 41 171 93 9 47 165 94 14 53 0 0 0 0000 0 0 20 40 60 80 100 120 140 160 180 Invoices Processed Checks Issued P.Os Established Revenue Receipts Recorded Financial Activity Jan-20 Feb-19 Mar-21 Apr-21 May-21 Jun-21 Page | 19 C.3.a Packet Pg. 36 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) COMMUNICATIONS Mission: To develop, implement and provide comprehensive internal and external communications for the City and its community. Core Services: Plan, organize and disseminate timely and accurate information and promote awareness of City operations, services, programs, projects, events, and issues to the community. Promote and provide positive and proactive media relations for the City. Disseminate news materials in a timely manner. Initiate and write press releases, public service announcements, articles, and websites for media distribution. Maintain and improve the City’s website for distributing mass media information under various situations. Channel 3: Jul Aug Sep Oct Nov Dec City Council Meeting Replays 62 62 60 62 60 62 Activities/Items Added to Slideshow 0 0 0 0 4 0 Channel 3: Jan Feb Mar Apr May Jun City Council Meeting Replays 62 56 62 60 Activities/Items Added to Slideshow 0 4 1 2 Eblast Jul Aug Sep Oct Nov Dec Number of E-newsletters Distributed 1 1 8 2 2 0 Number of Subscribers 811 819 822 826 830 830 Change in Subscribers 9 8 3 4 4 0 Number of E-newsletters Opened* No Data No Data No Data No Data No Data No Data Eblast Jan Feb Mar Apr May Jun Number of E-newsletters Distributed 2 3 4 1 Number of Subscribers 830 833 836 839 Change in Subscribers 0 3 3 3 Number of E-newsletters Opened* No Data No Data No Data No Data No Data No Data * New e-newsletter management system does not currently track emails opened. isnights 2020-2021 City Communications Data: Page | 20 C.3.a Packet Pg. 37 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Facebook Jul Aug Sep Oct Nov Dec Posts 19 8 24 15 9 16 Total Reach* 22,753 11,924 20,993 9,575 10,328 17,157 Total Engagement** 5,341 2,371 3,243 1,474 2,162 5,242 Page Followers 2,400 2,411 2,416 2,424 2,451 2,478 New Page Followers 18 11 5 8 27 27 Facebook Jan Feb Mar Apr May Jun Posts 6 5 10 7 Total Reach 3,732 12,949 20,021 Unavailable Total Engagement 356 2,070 7,634 Unavailable Page Followers 2,474 2,477 2,531 2,531 New Page Followers -4 3 54 Unavailable * Reach refers to the number of unique people to have seen a post's content. ** Engagement refers to interactions with a post, such as post clicks, Likes, Comments or Shares. 5 Most Popular City Facebook Pages (By % of population) – San Bernardino County % of Pop. 1) Twentynine Palms 29.02% 2) Apple Valley 25.35% 3) Yucca Valley 23.76% 4) Grand Terrace 20.44% 5) Hesperia 16.77% 2,298 2,382 2,400 2,411 2,416 2,424 2,451 2,478 2,474 2,477 2,531 2,531 2,000 2,250 2,500 FACEBOOK PAGE FOLLOWERS Page | 21 C.3.a Packet Pg. 38 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Twitter Jul Aug Sep Oct Nov Dec Tweets 0 0 3 1 0 3 Impressions 1,519 1,035 1,467 1,938 2,235 1,639 Followers 322 329 330 328 331 330 New Followers -2 7 1 -2 3 -1 Twitter Jan Feb Mar Apr May Jun Tweets 0 1 0 2 Impressions 1,609 1,396 999 822 Followers 323 322 321 324 New Followers -7 -1 -1 3 YouTube Jul Aug Sep Oct Nov Dec Video Uploads 2 3 2 2 2 1 Video Views 202 137 129 109 93 209 Subscribers 167 167 166 166 169 172 Change in Subscribers 3 0 -1 0 3 3 YouTube Jan Feb Mar Apr May Jun Video Uploads 3 2 2 2 Video Views 148 119 199 115 Subscribers 172 171 171 172 Change in Subscribers 0 -1 0 1 *** Impressions refers to the number of times a tweet has been seen. 310 324 322 329 330 328 331 330 323 322 307 324 250 275 300 325 350 TWITTER PAGE FOLLOWERS Page | 22 C.3.a Packet Pg. 39 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City News Jul Aug Sep Oct Nov Dec Featured (Front Page Article and Image) 0 0 0 0 2 0 Articles 3 0 1 1 0 0 1/2-Page Ad 1 0 0 0 1 0 1/4-Page Ad 2 1 1 1 6 2 City News Jan Feb Mar Apr May Jun Featured (Front Page Article and Image) 0 0 0 0 Articles 0 0 0 3 1/2-Page Ad 0 0 0 0 1/4-Page Ad 0 0 0 0 AM 1640 Jul Aug Sep Oct Nov Dec Advertisement of City Events 0 0 0 0 0 0 AM 1640 Jan Feb Mar Apr May Jun Advertisement of City Events 0 1 0 3 Burrtec Newsletter Jul Aug Sep Oct Nov Dec Bi-Monthly Newsletter 1 0 1 0 1 0 Burrtec Newsletter Jan Feb Mar Apr May Jun Bi-Monthly Newsletter 1 0 1 0 Page | 23 C.3.a Packet Pg. 40 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Planning and Development Services Department Planning & Development •Land Use Planning •Planning Commission •Building & Safety •Code Enforcement •Enforcement Program Page | 24 C.3.a Packet Pg. 41 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Planning and Development Services Department . DATE: June 14, 2021 TO: G. Harold Duffey, City Manager City Manager’s Office FROM: Planning and Development Services Department SUBJECT: APRIL 2021 PLANNING AND DEVELOPMENT SERVICES MONTHLY REPORT This monthly report is presented to the City Manager to keep him informed of the activities within the Planning and Development Services Department, comprised of Planning, Building and Safety, Code Enforcement, Animal Control, and Public Works. OUR MISSION To preserve and protect our community and its exceptional quality of life through thoughtful planning, within the constraints of a fiscally responsible government. OUR VISION Grand Terrace is an exceptionally safe and well managed City, known for its natural beauty and recreational opportunities; a vibrant and diverse local economy; a place where residents enjoy an outstanding quality of life that fosters pride and an engaged community, encouraging families to come and remain for generations. PLANNING DIVISION Planning and Building and Safety Core Services ➢ Permit New Businesses ➢ Permit Alterations to Existing Uses ➢ Zoning Code & General Plan Administration ➢ RDA Dissolution ➢ Planning Commission ➢ Building Permit Issuance ➢ Building Plans Review & Inspections The Planning Division is budgeted for one full time Director and one full time Associate Planner. Both positions are filled and together constitute a minimum of 320 monthly service hours. Page | 25 C.3.a Packet Pg. 42 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 2 of 21 Activity Summary for Planning Planning Counter Requests for Information: 51 Planning Phone Calls Received: 93 Planning E-mails Received/Answered:680 FEMA/COVID-19/EOC Related E-mails Received:63 Application Summary The Planning Division received 21 new applications in April and carried over 22 from the previous month. Action was taken on 16 of them. Minor applications such as a new business, patio cover, or small room additions are handled as a Land Use application and typically processed within 2-3 days. Larger additions over 500 square feet or second dwelling units are handled administratively by staff with noticing, and those projects that are either new development or exceed the Director’s administrative authority are handled as Major Permits and are reviewed by the Planning Commission. Home occupation permits are for home based business, such as consulting, housekeeping, and small craft businesses. Application Summary for April 2021 Applications Number Received Carried Over Completed Under Review Major 1 11 0 12 Administrative 2 3 1 4 Land Use 12 7 11 8 Home Occupation 1 0 0 1 Sign 4 1 4 1 Special Event 1 0 0 1 DAB 0 0 0 0 Total 21 22 16 27 0 2 4 6 8 10 12 14 Major Administrative Land Use Home Occupation Sign Special Event DAB Applications Received and Carried Over in April 2021 Under Review Completed Carried Over Received Page | 26 C.3.a Packet Pg. 43 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 3 of 21 Applications Received, Approved and/or Under Review. Fiscal year 200-2021 to date the Planning Division has received 170 applications for review, 27 applications remained under review. A comprehensive list of the applications and their status is at the end of the Planning Division’s report. No Land Use applications for new businesses were received during the month of April. Overall Land Use applications are the most predominant applications that the Planning Division processes. Twelve Land Use applications were received in April. 0 20 40 60 80 100 120 140 Major Administrative Land Use Home Occupation Signs Special Event DAB Zoning Verification Applications Received Fiscal Year to Date July August September October November December January February March April May June 9 2 1 Land Use Applications Wall/Fence Shed/Accessory Structures Patio Covers/Sunroom Pools New business Minor Improvements Temporary Uses/Special Events ABC License Application Page | 27 C.3.a Packet Pg. 44 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 4 of 21 Projects in Plan Check or Under Construction Date Submitted Case No. Applicant Description Location Status 11/2/2020 SA 20-08 CUP 21-01 V 20-01 LM 20-2 E 20-08 Bickel Group Multi-Tenant Commercial APN’s:0275-242-10, 11 Approved by the Planning Commission on 3/18/2021 05-15-2021 – Construction drawings submitted 3/29/2019 SA 19-04 E 19-03 Leonardo and Anel Aguayo Single Family Residence 0275-083-09 Under Construction 5/11/2018 ASA 18-06 E 18-06 Tim Boyes Two lots Grading Plans 0276-431-21, 22 Under Construction 8/19/2019 SA 19-08 V 19-01 Troy Rogers Taco Bell 22172 Barton Road Under construction – Anticipated opening late Spring 2021 11/15/2020 SA 18-04 E 17-09 Todd Kesseler Single Family Residence 23400 Westwood Street Under Construction Development Advisory Board (DAB) The Development Advisory Board is made up of the Planning and Development Services Director, Public Works Director, Consultant Building Official, Fire Marshal’s Office, the RHWCO Superintendent, and Colton Wastewater. The DAB meets to review conceptual plans for various projects and new development applications, and is conducted free of charge. No DAB meetings took place in the month of April. Planning Commission The Planning Commission reviews new construction, subdivisions, variances and conditional use permits. They also make recommendations on zone changes, zoning code amendments, and general plan changes. One Planning Commission Meeting was held in the month of April and the following actions occurred: April 1, 2021: • A presentation regarding the Housing Element and Surplus Lands Act Annual Progress Report for the 2020 Calendar Year was presented with the recommendation to receive and file. Page | 28 C.3.a Packet Pg. 45 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 5 of 21 Conforming Uses and Grants The City was awarded funding for its Blue Mountain Trailhead and Trail application and continues to implement the grant. Staff was informed that through the efforts of Assembly Member Reyes, the City is the recipient of a $1.2 Million Dollar Specified Grant for the acquisition and development of the Blue Mountain Trail and Trailhead. This grant is funded through the State Budget and is non-competitive. Staff met with State representatives on August 15, 2019. Grant Status Grant Amount Blue Mountain Trailhead and Trail Grant Submitted on October 1, 2017. Site visit completed in November 2017. Awarded. $212,500 (Estimated Project cost $520,000) Specified Grant - Blue Mountain Trailhead and Trail Grant Non Competitive. Staff met with State Representatives and on August 15, 2019 and March 18, 2020– Property being negotiated with owner for access easement. Interactive website presentation update by Hirsch and Associates $1.2 Million Housing Successor Agency The Housing Successor Agency has a current balance of approximately $225,000.00. Each year $50,000 is received from the Successor Agency. On June 15, 2018, title transferred to Aegis Builders, Inc. on the Canal property. Buyer has 18 months to commence construction, and a development application is being processed. The Housing Successor Agency holds the following interests: Property Description 22273, 22293 and 22317 Barton Road Vacant 4.7-acre commercial property. – In escrow with Greens Group - Buyer has submitted entitlement applications – Anticipated public hearing third quarter 2021 11695 Canal Street Vacant 0.80-acre property, designated R3-20. Sold on 6/15/2018 to Aegis Builders, Inc. Buyer has 18 months to commence construction or Agency may repurchase property. - Buyer has submitted a CUP – Anticipated public hearing third quarter 2021 12569 Michigan Street Project completed. The Housing Successor Agency holds covenants on the property for two low income residents. 22747 Barton .33 acre vacant property being purchased by the City for public purposes through the dissolution of successor agency. Page | 29 C.3.a Packet Pg. 46 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 6 of 21 Community Emergency Response Team Due to COVID-19 social distancing restrictions, the regular CERT volunteer meeting scheduled for April 6, 2021, was held via zoom. Items discussed included, virtual trainings opportunities for CERT volunteers, coordinated by the City of Phelan Pinon Hills, San Bernardino County updates and training, and AM1640 radio spots for Spring and Flood Safety. Page | 30 C.3.a Packet Pg. 47 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 7 of 21 BUILDING AND SAFETY DIVISION Building and Safety and Planning Core Services ➢ Permit New Businesses ➢ Permit Alterations to Existing Uses ➢ Zoning Code & General Plan Administration ➢ RDA Dissolution ➢ Planning Commission ➢ Building Permit Issuance ➢ Building Plans Review & Inspections The Building and Safety Division is budgeted for one full time Permit Technician and one full time Building Official. The Building Official position is currently being filled through a contract with Interwest Consulting Group. These two positions constitute up to 240 monthly service hours. Additionally, the Department budgets for plan checking and inspection services. Inspection services are conducted daily. The cost of these services is offset through the collection of fees and deposits. Activity Summary for Building and Safety Building Permit Activity includes 28 permits issued in April. Year to date a total of 380 permits have been issued with a total revenue of $117,432.86. In addition, a total number of 73 customers were assisted at the Building & Safety counter for the month of April. Monthly Revenue Year to Date Revenue $14,183.61 $117,432.86 Permits Issued Permit Activity -April 2021 Applications recv'd (45)Permits issued (28) Permits final (24)Business Occupancies (0) Expired Permits (6) Permit Activity -Year to Date Applications recv'd (293)Permits issued (270) Permits final (200)Business Occupancies (15) Expired Permits (26) Page | 31 C.3.a Packet Pg. 48 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 8 of 21 Permits issued in April include, HVAC replacements, block walls, re-roofs, PV solar, residential room additions, and swimming pools. * Residential Alteration / Repair consists of: Remodels, Room Additions, Stucco / Siding Work, Interior Demolition / Construction of Walls, Windows, Garage Doors. * Residential Alteration / Repair consists of: Remodels, Room Additions, Stucco / Siding Work, Interior Demolition / Construction of Walls, Windows, Garage Doors. Residential Permits Issued-April 2021 (N) SFR (0)Block Wall (2)Reroofs (8) Water Heater / Plumbing (5)HVAC Mechanical (1)Solar (4) Panel Upgrades / Electrical (0)Patio Covers (0)Res. Alteration / Addition (6) Pool Spa (2) Residential Permits Issued-Year to Date FY 2020-2021 SFR New (1)Block Walls / Retaining Walls (27)Reroofs (116) Water Heater / Plumbing (27)HVAC Mechanical (36)Solar (83) Panel Upgrades / Electrical (41)Patio Covers (10)Residential Alteration / Repair (50) Pools/Spa (8)Grading (0) Page | 32 C.3.a Packet Pg. 49 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 9 of 21 Inspections A total of 70 inspections were conducted in April, with 29 of them being final inspections. Commercial Permits Issued -Year to Date FY 2020-21 Commercial Tenant Improvement (6)Signs (6) Electrical (2)Demolition (1) Grading (1)New Commerical (1) 0 100 200 300 400 500 600 700 BUILDING ELECTRICAL MECHANICAL PLUMBING DEMOLITION TOTAL NUMBER OF INSPECTIONS CONDUCTED July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June Page | 33 C.3.a Packet Pg. 50 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 10 of 21 Major Projects Under Construction Major projects under construction include construction of new single-family residences at 12040 La Cadena Dr. and 23400 Westwood St. Additionally, a new 2,080 square foot Taco Bell restaurant building is under construction at 22172 Barton Rd and a tenant improvement for Indo Bistro restaurant at 22419 Barton Rd. Project Description/Location Status Anel Aguayo – 12040 La Cadena Dr. 12040 La Cadena Dr. – Precise grading for new single-family residence Drywall inspection complete – under construction Frank Randall 23400 Westwood St. 23400 Westwood St. – Precise grading & new single-family residence Under Construction – Foundation completed CM Corp 22172 Barton Rd. 22172 Barton Rd. – Precise grading, street improvements, and new 2,080 sq. ft. Taco Bell Under Construction WSCL Inc. – 22497 Barton Rd. 22497 Barton Rd. – Tenant improvement for Loud Burger Under Construction Tonny Hermawan 22419 Barton Rd. 22419 Barton Rd. – Tenant improvement for Indo Bistro Under Construction Plan Checking Activity For April 2021, a total number of seventeen plans were submitted for review and re- submittal. Plans submitted include PV solar, signs, and accessory dwelling units. Project Description/Location Status Richardson’s RV – 12438 Michigan St 12438 Michigan St. – Precise grading for RV parking lot & upgrades to a parts building In Plan Check – Precise grading plans issued corrections (Planning) Patrick O’Brien – 21400 Vivienda Ave. 21400 Vivienda Ave. – Precise grading for trailer yard and community garden In Plan Check – Provided 2nd set of corrections to applicant Edna Medrano – 22400 Barton Rd. 22400 Barton Rd. – Tenant improvement for new adult day care center In Plan Check – Provided 1st set of corrections to applicant Nilo Radam – 22988 Vista Grande Way 22988 Vista Grande Way – Build new 341 sq. ft. room addition In Plan Check – Provided 1st set of corrections to applicant Karen Sanchez - 22791 Pico St. 22791 Pico St. – Build (2) new canopies and install 140.7 kW mounted PV system w/ 420 modules In Plan Check – Utility easement corrections provided Page | 34 C.3.a Packet Pg. 51 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 11 of 21 Public Works Encroachment Permits Four Public Works/Encroachment Permit applications were taken in for the month of April. Eight permits were issued for the month, which includes applications that were received in the previous month. Attachment to Planning Division’s Report Applications Received, Approved and/or Under Review Major Applications - Site and Architectural Review Date Submitted Case No. Applicant Description Location Status 4/28/2021 TTM 21-01 SA 21-05 E 21-03 Tony Jara Six Lot Subdivision and Five Single Family Residences 11899 Rosedale Avenue Project Submitted 3/31/2021 SA 21-03 CUP 21-03 E 21-02 Yakuta Enterprises Convert Single Family to Multifamily 22756 Palm Avenue Deemed Incomplete, inconsistent project description 11/25/2020 SA 20-09 CUP 20-02 E 20-09 Condor Energy Storage Battery Energy Storage Site APN:1167-151-77 Deemed Incomplete on 1/22/2021, New Concept Resubmittal Received on 3/8/2021 - Anticipated PC Third quarter 2021 0 20 40 60 80 SoCal Gas Edison Optimum AT&T Other Total Encroachment Permits Issued July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June Page | 35 C.3.a Packet Pg. 52 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 12 of 21 Second Incompleteness Letter issued 4/8/2021 8/12/2020 GPA 20-02 SPA 20-02 SA 20-03 CUP 20-01 E 2-03 Greens INV 15 LLC 22317, 22273, 22293 Barton Road Multi Family, Hotel, Restaurant Retail Deemed Incomplete on 9/23/2020 – Anticipated PC – Third quarter 2021 3/16/2020 GPA 20-01 ZCA 20-01 Darryl Moore Change of Zoning from R1-7.2 to R2 12266 Michigan Street Project placed on hold per Applicant 3/16/2020 SA 20-02 TTM 20-01 SP 20-01 E 20-02 Darryl Moore 22 single Homes and TTM 122667 Michigan Street Project placed on hold per Applicant 5/31/2019 SA 19-05 CUP 19-04 E 19-06 ZC 19-01 MD 19-01 Edwin Renewable Fuels Plastic Recycling and office/educational uses 21801 Barton Road Deemed Incomplete on 6/26/2019. Resubmitted Plans received on 6/2/2020 were distributed for review Staff continues to work with Applicant. 10/2/2018 SA 18-09 TTM 18-02 V 18-01 E 18-08 Aegis Builders, Inc 12 Townhomes 11695 Canal Street Deemed Incomplete on 10/31/2018 & 3/26/2019 Resubmittal and Incomplete on 7/23/2020 Resubmittal received on 11/11/2020. Deemed Incomplete on 12/10/2020 – Anticipated PC hearing third quarter 2021 3/27/2018 SA 18-04 E 17-10 Lewis Development Residential Project (707 Homes) 1167-151-22, 68, 71, 73, 74, 75 DEIR anticipated for public review summer 2021 Major Applications – Specific Plan Date Submitted Case No. Applicant Description Location Status 12/8/2017 SP 17-01 E 17-10 Lewis Development Specific Plan East side of the 215 Fwy. DEIR anticipated for Page | 36 C.3.a Packet Pg. 53 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 13 of 21 public review summer 2021 Major Applications – Conditional Use Permit Date Submitted Case No. Applicant Description Location Status 1/2/2019 CUP 19-01 SA 19-03 E 19-05 GrandT-1 Inc. Industrial Semi- Trailer Storage Facility APN: 0275- 191-06, 30 Approved – Grading plans submitted. Community Benefit Agreement in Review 9/17/2017 CUP 17-08 E 17-07 National Logistics Team Recycling Pallets 21496 Main Street Anticipate hearing date summer 2021 Administrative Applications Date Submitted Case No. Applicant Description Location Status 4/27/2021 ASA 21-04 Christ Watkins ABC License, Type 42 22497 Barton Road In Review 4/14/2021 ASA 21-04 E 21-01 Ed Giroux Garage and Storage Addition and Patios 21891 Vivienda Avenue Deemed Incomplete on 4/28/2021 3/19/2021 ACUP 21-02 Mike Miller 22400 Barton Road ABC License Type 47 In Review, Agency Review Distribution Letter 4/14/2021 3/12/2021 ASA 21-01 Paul Bustos 22038 Van Buren Temp Stockpile Approved 11/7/2019 ASA 19-11 E 19-12 Paul Bustos Willdan Pump Parking Lot Addition 22038 Van Buren – 2nd Incompleteness Letter on 4/28/2021 Land Use Review Date Submitted Case No. Applicant Description Location Status 4/26/2021 LU 21-54 Daniel Felix Vinyl Fence 12113 Country Club Approved 4/26/2021 LU 21-53 John Idsten Retaining Walls 12640 Jaden Court Approved 4/26/2021 LU 21-52 Samir Musharbash Retaining Wall 12111 Rosedale Avenue Withdrawn 4/21/2021 LU 21-51 Chastdei Kotsay Wood Fence 23084 Grand Terrace Approved 4/19/2021 LU 21-50 Silvana Sorace Retaining Wall/Planter 23028 Palm Avenue Approved 4/15/2021 LU 21-49 Pieter Nambela Wood Fence 12410 Quail Lane Approved 4/8/2021 LU 21-48 Crystal Corlise Pool/Spa 21891 Vivienda Avenue Approved Page | 37 C.3.a Packet Pg. 54 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 14 of 21 4/6/2021 LU 21-47 Gerardo Perez Pool/Spa 23000 Merle Court Approved 4/6/2021 LU 21-46 Soccer Little League Temporary Fireworks Stand 22201 Barton Road In Review 4/5/2021 LU 21-45 Roberta Stevens Block Wall 22431 Terrace Pines Approved 4/2/2021 LU 21-44 Nathan Barhisel Vinyl Fence 22886 Arlis Drive Approved 4/1/2021 LU 21-43 Chis Teague Fence Replacement 22643 Trush Street Approved 3/22/2021 LU 21-35 Herman Hilkey Convert Accessory Structure to ADU 23204 Thompson Street In Review Deemed Incomplete 3/18/2021 LU 21-30 Grocery Outlet ABC Type 21 License 22441 Barton Road In Review 3/12/2021 LU 21-27 Paul Bustos Relocating two loading areas 22038 Van Buren In Review Deemed Incomplete on 4/22/2021 3/5/2021 LU 21-26 Jesus Zuniga 16x24 Accessory Structure 11874 Burns Ave In Review Deemed Incomplete on 4/20/2021 2/26/2021 LU 21-24 Patricia Espinosa 1,200 sq. ft. ADU 22350 Pico Street Incompleteness Letter on 3/25/2021 8/20/2020 LU 20-51 Alton Green Retaining Wall 22081 De Berry Street Incompleteness Letter 9/16/2020 Second Incompleteness Letter 3/23/2021 4/15/2019 LU 19-31 Ricky Komorida Café Lounge 22417 Barton Road Resubmittal received on 6/23/2020 Second Incompleteness letter prepared on 8/17/2020 Home Occupation Permit Date Submitted Case No. Applicant Description Location Status 4/19/2021 HOP 21-04 Vannary Liv Lawn and Pool Maintenance 21480 Palm Avenue In Review Sign Application Date Submitted Case No. Applicant Description Location Status 4/29/2021 TEMP SGN 21-06 Monarch Estate Sales Estate Sale Temporary Signs Redlands Approved 4/6/2021 TEMP SGN 21-05 GT Soccer Little League Fireworks Fundraiser Flag Sign 22201 Barton Road In Review Page | 38 C.3.a Packet Pg. 55 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 15 of 21 4/6/2021 TEMP SGN 21-04 Pacific Estate Sales Estate Sale Temporary Signs Redlands Approved 4/14/2021 SGN 21-04 Armando Escobedo Vegan Corner Wall Sign 22583 Barton Road Approved 3/11/2021 SIGN 20-03 Indo Bistro 22419 Barton Road Wall Sign Approved Home Occupation Permit Date Submitted Case No. Applicant Description Location Status 4/8/2021 SE 21-01 Don Larkin Memorial Day Ceremony 21950 Pico Street In Review Agency Review Distribution 4/15/2021 Page | 39 C.3.a Packet Pg. 56 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 16 of 21 ANIMAL CONTROL AND CODE ENFORCEMENT DIVISION Core Services ➢ Zoning & Municipal Code Enforcement ➢ Animal Control Services ➢ Street Sweeping Traffic Enforcement The Division is budgeted for one full time Officer, Specialist, and Office Specialist. On-call coverage is provided to manage after hour emergency animal control calls. The City is divided into seven zones, including commercial centers, and the zones are inspected on a continual rotating basis over a two-week period. A set route is driven each day in addition to the zones. The route includes Mount Vernon Avenue, Main Street, Michigan Street, Barton Road, Preston Street, Palm Avenue, Observation Drive, and Van Buren Street. Activity Summary for Code Enforcement Code Enforcement had 70 cases carried over from the previous month, 41 new cases opened, and 44 cases were closed. The Division closed out April with 67 open cases. The chart below demonstrates a breakdown of Code cases by detailing how many cases were carried over from the previous month, opened, closed, and still being addressed. 45 67 71 69 77 78 56 62 44 70 52 70 52 34 87 35 29 20 29 41 33 66 54 26 86 54 23 38 42 44 67 71 69 77 78 56 62 44 70 67 JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN 2020/2021 CODE CASES Number of Cases Carried Over Number of Cases Opened Number of Cases Closed Number of Cases In Process Page | 40 C.3.a Packet Pg. 57 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 17 of 21 The following table shows the number of inspections conducted, the number of citations, and corrective notices issued. Column1 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr Inspections Conducted 85 118 110 66 88 77 43 24 211 270 Notice of Corrections Issued 41 67 33 44 43 23 12 13 18 24 Notice of Violations Issued 24 20 13 10 4 7 5 2 9 32 Citations Issued 7 10 7 7 2 5 2 3 14 2 *The number of corrections issued does not include vehicle related complaints, illegal dumping referred to Burrtec, or homelessness on public property referred Sheriff’s Department. Weekend Code Enforcement Activities The Weekend Animal Control/Code Enforcement Specialist patrols the weekends and conducts zone inspections and scheduled re-inspections. Weekend code enforcement also handles code violations such as unpermitted yard sales, open house signs, and parking violations. The table below demonstrates weekend code enforcement activities by type for this fiscal year. Parking Citations: In April, 284 vehicle related citations were issued; 227 of the citations issued were related to street sweeping enforcement. Street Sweeping in residential areas occurs on the first, second, and third Thursdays of each month. 3 3 4 11 2 6 12 21 3 310 24 7 11 22 1 3 6 22 10 6 11 1 6 4 23 12 3 15 6 5 5 3 2 5 13 4 3 4 21 26 27 21 22 23 16 10 6 15 11 17 15 14 1 7 11 2 0 11 JULY AUG SEP OCT NOV DEC JAN FEB MAR APR Weekend Code Enforcement Graffiti Unpermitted Yard sale signs Open house and other signs Illegal Dumping Follow-up inspections Parking violations Page | 41 C.3.a Packet Pg. 58 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 18 of 21 As of June 4, 2020, Code Enforcement resumed issuing street sweeping citations for vehicles parked on the street during street sweeping hours which was suspended due to COVID-19. Other parking citations include expired registration, parking on unpaved surfaces, and commercial vehicles in residential areas. Parking citations are issued by Code Enforcement Staff, as well as Sheriff Deputies. Graffiti/Vandalism/Illegal Dumping There was 4 cases of illegal dumping and 3 cases of graffiti reported in April; all cases have been resolved. 216 204 218 292 25 0 260 58 121 227 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr # o f C i t a t i o n s Street Sweeping Citations Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr Parking Facing Wrong Direction 8 5 5 2 0 0 1 0 0 2 Vehicles Blocking Sidewalk/Driveway 14 12 11 8 0 0 0 0 1 3 Other Parking Violations 8 6 20 4 4 1 5 1 0 8 Expired Registration/Missing plates or tabs 21 3 10 1 5 1 2 0 5 20 Commercial Vehicle Violations 3 0 1 2 0 1 1 3 0 1 Recreational Vehicle Violations 8 1 10 7 3 0 2 0 1 2 Vehicles on Unpaved Surface 2 0 0 2 0 0 0 0 0 0 72 Hour Parking Warning/Cite 15 5 7 8 7 6 6 3 7 21 0 10 20 30 40 50 60 70 80 90 Other Parking Citations 2019/2020 Page | 42 C.3.a Packet Pg. 59 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 19 of 21 Non-Owner Occupied/Rental Property Program There are approximately 379 properties in the Program (number is subject to change as properties get sold or becomes owner occupied) consisting of both single-family units and multiple family units (i.e., apartments, duplexes, triplexes, and quadruplexes). 115 properties are enrolled in the Good Landlord/Tenant Program signifying they have kept well-maintained properties and have passed inspections for 3-4 consecutive years. Property owners in the Good Landlord Program also receive reduced inspection fees and windshield inspections. In August, Code Enforcement issued an Application for Non-Owner Occupied/Rental Inspection to current rental property owners to add additional rental properties, renew information, or if qualified, opt out of the program. Owners may currently opt out of the program if their entire home is owner/family occupied (as a courtesy), if they no longer own the property, or if the property is a condominium in which ownership consists of the interior only. As a result of the notices 14 properties have been approved to opt out of the program. In October, all the rental properties were inventoried to determine whether they passed the 2020 Annual Inspection on the first try or if they failed because it determines whether properties will continue to be in the Good Landlord Program or be removed. Also, properties entering their 11th year in the program are removed from the Good Landlord Program and revert to first year status. There are 115 properties in the Good Landlord Program for 2021 which is a 30.6% increase from 88 in 2020. In December, Code Enforcement issued annual Non-owner Occupied/Rental renewal notices for all properties enrolled in our program and renewal fees were due April 1st. Starting April 1st Code Enforcement has begun conducting their annual rental inspections and this will continue until June 30th. Animal Control Services With the implementation of Animal Control Services, the City has instituted the practice of first making every effort to return stray dogs to its owner, by checking it for tags or microchip. If the owner cannot be identified, the City will place a photograph of the impounded animal on the City’s Facebook page so that owners can reclaim their pet. Animal Control is also working to identify animals via Facebook who have been sent to the animal shelter and have since been returned to their owner so their status can be updated for the public. If the dog is unlicensed the owner will be given a citation, but the fine is dismissed if the dog is licensed within 7 days. Page | 43 C.3.a Packet Pg. 60 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 20 of 21 The following stats are from Grand Terrace Animal Control. Dog Licensing Revenue In the beginning of April, Animal Control began canvassing properties with outstanding dog licenses and leaving a door hanger with renewal information to ensure we have the most accurate count of dogs in our system. Often times individuals move away from the City and we are not notified and annually those properties are issues renewal notices as typical protocol. During this time there was an influx of individuals renewing their dog licenses and licensing new dogs. The door hanger indicated they had a month and half to renew the license, or they may risk receiving a citation. The deadline was extended from February 12th to April 1st due to COVID related issues. 0 1 2 3 4 5 6 7 8 OCT NOV DEC JAN FEB MAR APR 1 3 4 1 0 1 1 0 1 0 0 0 0 0 1 3 2 8 3 2 33 0 0 5 2 0 3 0 2 0 1 1 1 0 6 4 4 5 3 2 6 0 3 0 2 0 1 0 1 5 5 4 6 0 2 Animal Control Investigations Barking Complaints Unlicensed Dogs Loose Dogs Loose Dogs Returned to Owner Animal Welfare Check Dead Animals Bites Other (unfounded, wildlife, etc.) Page | 44 C.3.a Packet Pg. 61 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Planning and Development Services Page 21 of 21 $503.00 $581.00 $1,312.00 $1,103.00 $345.00 $497.00 $2,015.00 $4,882.00 $2,958.50 $2,840.00 $- $1,000.00 $2,000.00 $3,000.00 $4,000.00 $5,000.00 $6,000.00 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr Dog License Revenue (Over the Counter) $253.00 $223.00 $30.00 $186.00 $203.00 $68.00 $37.00 $142.00 $110.00 $88.00 $- $50.00 $100.00 $150.00 $200.00 $250.00 $300.00 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr Dog License Revenue (Online) $756.00 $804.00 $1,342.00 $1,289.00 $548.00 $565.00 $2,052.00 $5,024.00 $3,068.50 $2,928.00 $- $1,000.00 $2,000.00 $3,000.00 $4,000.00 $5,000.00 $6,000.00 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr Combined Dog License Revenue Page | 45 C.3.a Packet Pg. 62 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Public Works Department Public Works • Engineering • Waste Generation Report • Missed Pick-Up Report • Public Works Administration • CIP Contracts Page | 46 C.3.a Packet Pg. 63 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Public Works Department DATE: June 14, 2021 TO: G. Harold Duffey, City Manager City Manager’s Office FROM: Public Works Department SUBJECT: MARCH 2021-MONTHLY REPORT –PUBLIC WORKS DEPARTMENT This monthly report is presented to the City Manager to keep him informed of the activities within the Public Works Maintenance Department. Engineering Division The Engineering Division is responsible for managing the City’s Capital Improvement Program (CIP). This includes for the administration, planning, programming, design, construction management, and construction of capital projects throughout the City. Grant funding (when available) are sought after to supplement project funding. The following table summarizes the current projects, status and associated funding source(s). Project Name Funds Status Fund Source(s) Barton Bridge Replacement Project $ 3,500,000 Preliminary Design Started, technical studies started, Environmental nearly completed. Fed, State, City Commerce Way Extension $ 5,500,000 Completed Final Design of City Section, coordinating with developer on southern portion and grant funding State, City CIP Year 3 Street Slurry/Resurfacing $514,800 Awarded on February 23, 2021. Work is 95% complete and ahead of schedule. Completion expected by the end of June 2021. State, City HSIP Cycle 8, Mt. Vernon Safety Project $400,000 Working with Caltrans & HR Green to close out project. Federal Grant HSIP Cycle 9 Guardrail Project $650,000 Preliminary Engineering and Environmental Study Form submitted to Caltrans, soliciting design engineering consultant. Federal Grant EV Charging Stations $180,000 Easement approved by SCE and Miller, Waiting for execution. MSRC, SCIP, AQMD Grants Page | 47 C.3.a Packet Pg. 64 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Public Works Department WORK RELEASE HOURS Maintenance was supplemented by 1,064 work release hours during the month of April. April 2021 REQUEST RECEIVED THIS MONTH REQUEST RESOLVED THIS MONTH REQUEST IN PROCESS READY311 WORK ORDERS ONLY 14 14 0 REQUEST ROLLOVER FROM PREVIOUS MONTHS 4 TOTAL WORK ORDERS TO BE COMPLETED 4 Potholes The table below shows the potholes reported via Ready311 for the current calendar year. It takes on average 19.9 days to have a pothole repaired. Factors that contribute to delays are staffing issues, size of potholes, and readily available supplies dependent on the size of the pothole. Fitness Park Sail Project $100,000 Installation contract awarded on Feb 23, 2021 Poles have been delivered. Contractor is building foundations. Canopy will be ordered once poles are installed and precise aerial measurements are obtained between installed poles. Bond proceeds READY311 MONTHLY STATS CITY OF GRAND TERRACE Page | 48 C.3.a Packet Pg. 65 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Public Works Department # Open Date Repair Date # Days Location 496385 1/5/2021 01/29/2021 24 12503 Mt Vernon Ave Grand Terrace 92313 496387 1/5/2021 01/29/2021 24 12498 Mt Vernon Ave Grand Terrace 92313 510142 1/25/2021 01/29/2021 3 22163 Pico t Grand Terrace Grand Terrace 92313 517036 02/04/21 02/04/21 0 Van Buren Ave 517037 02/04/21 02/04/21 0 Pico Ave 31146 3/16/2021 4/20/2021 35 22133 Pico St 31399 3/25/2021 5/17/2021 53 22421 Pico St Park Shelter Reservations and Community Room Reservations Park shelter reservations have resumed, and residents must follow all of San Bernardino County Covid-19 related guidelines. Community Room reservations are still affected by COVID-19. Park Maintenance Park Grass mowed Full-service planter maintenance Gopher service Restroom service (a.m.) Trash receptacle service Richard Rollins Park Weekly Once Once Daily M-Fr, S* Pico Park Weekly Once Once Daily M-Fr, S* TJ Austin Park Weekly Once --- --- M-Fr, S* Gwen Karger Park Weekly Once --- --- M-Fr, S* Fitness Park --- Once (pull weeds) Daily M-Fr, S* Griffin Park --- Location Grass mowed Full-service planter maintenance Trash service receptacle Greenbelt Weekly Once Page | 49 C.3.a Packet Pg. 66 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Public Works Department Canal Strip Weekly --- Oriole slope --- Once Orange Grove Parkway --- Once (pull weeds) Civic Center Weekly Once Daily Bike Stations Bi-monthly M & Th Page | 50 C.3.a Packet Pg. 67 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Public Works Department Waste Management Services Burrtec Waste Industries Waste Generation Report: - Burrtec releases Waste Generation Reports two months following month of service. - Year-to-Date (YTD) Summaries are also available March 2021: Concise Waste Generation Report (Unit of Measure: Tons) Service Description Refuse Recycling E-Waste Green- waste Tires Tin/ White Scrap Metal Inert C&D Food Comm’l Select / Floor-sort Total Tonnage Generated Total Tonnage Generated by Category Residential 348.67 107.38 183.33 639.38 Christmas Tree Bulky Item 3.76 0.20 1.29 5.25 644.63 Residential Clean Up Multi-Family 116.79 5.41 4.90 127.10 127.10 Multi-Family Commercial 127.32 6.89 0.15 0.25 0.48 0.57 0.24 135.90 School 46.55 10.63 57.18 193.08 Commercial Roll off 63.20 3.42 2.18 68.80 68.80 Roll off Grand Total 706.29 130.31 0.20 191.80 0.25 1.29 0.48 2.18 0.57 0.24 865.00 1,033.61 Page | 51 C.3.a Packet Pg. 68 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - City of Grand Terrace Public Works Department Missed Pick-Up Report Date Reported Address Description Date Pick Up Completed 03/02/21 12270 ROSEDALE AVE Missed Recycle Bin 03/02/21 03/02/21 11809 CANAL ST Missed Trash Bin 03/02/21 03/02/21 23243 GLENDORA DR Missed Trash Bin 03/03/21 03/03/21 22546 ROBIN WAY Missed Green Waste Bin 03/03/21 03/03/21 22565 ROBIN WAY Missed Green Waste Bin 03/03/21 03/03/21 11701 TERRACE AVE Missed Trash Bin 03/03/21 03/03/21 22642 RAVEN WAY Missed Green Waste Bin 03/03/21 03/03/21 22677 RAVEN WAY Missed Green Waste Bin 03/03/21 03/03/21 22512 RAVEN WAY Missed Trash Bin 03/03/21 03/03/21 11973 LA CROSSE AVE Missed Trash Bin 03/05/21 03/04/21 22512 RAVEN WAY Missed Trash Bin (2nd Request) 03/04/21 03/09/21 22007 RENE LN Missed Recycle Bin 03/09/21 03/11/21 12771 FREMONTIA AVE Missed Trash Bin 03/12/21 03/22/21 22119 FLAMINGO ST Missed Green Waste Bin 03/22/21 03/22/21 22109 FLAMINGO ST Missed Green Waste Bin 03/23/21 03/24-21 22661 PALM AVE E Missed Trash Bin 03/26/21 03/29/21 12246 PASCAL AVE Missed Trash Bin 03/29/21 03/29/21 11911 PASCAL AVE Missed Green Waste Bin 03/29/21 03/29/21 12236 PASCAL AVE Missed Trash Bin 03/29/21 03/29/21 22238 BARTON RD Missed Recycle (Extra Bags) 03/29/21 03/29/21 12270 ROSEDALE AVE Missed Recycle Bin 03/29/21 03/29/21 12226 PASCAL AVE Missed Trash Bin 03/29/21 03/30/21 23329 WESTWOOD ST Missed Green Waste Bin 03/31/21 Page | 52 C.3.a Packet Pg. 69 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - City of Grand Terrace Public Works Department Public Works Administration Contracts, Bids, Reports, Grants, Project Management & Events Contracts: Public Works Services for FY 2020-21: Contractor Name Service Contract Amount Remaining Balance as of APRIL 30, 2021 Albert A Webb Associates Commerce Way Final Design Southern Portion $170,880.00 $4,119.00 Clean Street Street Sweeping Services $54,508.00 $3,390.76 City of Colton Cooperative Agreement with Grand Terrace Traffic Signal Maintenance for signal on Litton Avenue N/A N/A EZ Sunnyday Landscape Landscape Maintenance $47,830.00 $10,535.00 Gopher Patrol Gopher Abatement Services $7,877.00 $805.50 Hardy and Harper, Inc Street Maintenance Services $10,000.00 $3,300.00 Interwest Consulting Group Building Official/Building & Safety and Public Works Inspection Services $117,000.00 $35,000.00 Interwest Consulting Group, TKE Engineering, WIlldan Group On-Call Engineering Services $150,000.00 $105,426.37 Interwest Consulting Group Interim Public Works Services $200,000.00 $25,177.50 Lynn Merrill NPDES Services $10,000.00 $9,073.00 Lynn Merrill HSIP Cycle 9 $32,415.00 $13,690.18 Moran Janitorial Services Janitorial Services for City Hall and City Parks $19,980.00 $2,725.00 Otis Elevator Elevator Maintenance $5,291.00 $0.00 San Bernardino County Dept of Public Works – Flood Control Flood Control Facilities $22,770.00 $22,770.00 San Bernardino County Fire Dept – Hazardous Material Household Hazardous Waste (HHW) Services $18,065.00 $0.09 San Bernardino County- Land Use Services Fire and Weed Hazard Abatement Services $13,526.00 $7,203.00 St. Francis Electric, LLC. Traffic Signal Maintenance Services $20,000.00 $1,595.38 County of Riverside - TLMA Adminstration Main Street Traffic Signal Maintenance Services $6,000.00 $3,869.03 Page | 53 C.3.a Packet Pg. 70 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Public Works Department West Coast Arborist 5 Year Tree Maintenance Program $38,560 ($192,802: 5-yr term) $13,450.00 Western Exterminator Co. Pest Control Services $4,384.00 $0.00 Willdan Engineering Services (incl. Landscape and Lighting Assessment District) $7,000.00 N/A (Developer Fee and LLMD Assess.) (paid with Dev. fees) TOTAL PUBLIC WORKS CONTRACT VALUE FOR FY 2020-21: $917,526.00 $262,129.81 Page | 54 C.3.a Packet Pg. 71 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Sheriff’s Contract •Law Enforcement Services Page | 55 C.3.a Packet Pg. 72 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) San Bernardino County Sheriff’s Department Services March 2021 April 2021 Officer Contact and Calls 1,241 1,241 Monthly Citation Data March 2021 April 2021 Stops 320 225 Citations Issued 83 43 Calls to Dispatch March 2021 April 2021 Emergency 0 3 Priority 1 152 107 Priority 2 58 43 Priority 3 120 129 Priority 4 56 70 Totals 386 352 vankagans@gmail.com 0 3 152 107 58 43 120 129 56 70 0 50 100 150 200 250 300 350 400 450 Mar-21 Apr-21 Calls to Dispatch Emergency Priority 1 Priority 2 Priority 3 Priority 4 Page | 56 C.3.a Packet Pg. 73 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) Emergency – 911 calls (evaluated for substance). Priority 1 – Currently active, 15 minutes or less. Priority 3 – Calls over 30 minutes ago. Priority 2 – Just occurred, 15 minutes or more. Priority 4 – Incident calls, counter calls. Note: As dispatch receives more information during the call, the level of priority can change to a higher or lower level priority. Citizens on Patrol (COP) - Weekly Hours for March 2020: Mar. 9th Mar. 16th Total Hours 8 2 10 * - On March 17th all patrol activities for the Citizens on Patrol were suspended. Page | 57 C.3.a Packet Pg. 74 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) San Bernardino County Fire Page | 58 C.3.a Packet Pg. 75 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) City of Grand Terrace Fire Department Incidents 04/01/21 – 04/30/21 Call Type Number of Calls Commercial Alarm 2 Fire – Improvement 1 Fire – Structure 1 Fire – Bus/Truck/Motorhome 1 Fire – Vehicle 1 Inside Investigation 4 Medical Aid 125 Move Up (Cover Engine into FS#23) 1 Outside Investigation 1 Public Service 2 Traffic Collision with Injuries 1 Traffic Collision Unknown Injuries 4 Total Calls 144 Page | 59 C.3.a Packet Pg. 76 At t a c h m e n t : A p r i l 2 0 2 1 M o n t h l y D e p a r t m e n t a l R e p o r t - F i n a l # 1 ( D e p a r t m e n t M o n t h l y A c t i v i t y R e p o r t - A p r i l 2 0 2 1 ) AGENDA REPORT MEETING DATE: June 22, 2021 Council Item TITLE: Approval of the May-2021 Check Register in the Amount of $702,860.40 PRESENTED BY: Terry Shea, Interim Finance Director RECOMMENDATION: Approve the Check Register No. 05312021 in the amount of $702,860.40 as submitted, for the period ending May 31, 2021. 2030 VISION STATEMENT: This staff report supports Goal #1, “Ensuring Our Fiscal Viability”, through the continuous monitoring of expenditure budgets, allocations and operational costs. BACKGROUND: The check register for the month of May-2021 has been prepared in accordance with Government Code §37202 and is hereby submitted for City Council’s approval. The check register lists all vendor payments for the respective month, along with a brief description of the type of goods or services purchased and the account code(s) associated with each payment. The check registers list all payments made to vendors and employee reimbursements during the month of May-2021. The attached index to the Check Register is a guideline account list only and is not intended to replace the comprehensive chart of accounts used by the City and Grand Terrace Successor Agency. Expenditure account number formats are XX-XXX-XXX [Fund-Department-Account]. Expenditures may be made from trust/agency accounts (Fund 23-XXX-) or temporary clearing accounts which do not have a budgetary impact. DISCUSSION: CHECK REGISTER A total of $702,860.40 in accounts payable checks and/or wires were issued during the period for services, reimbursements, supplies and contracts and are detailed in the individual monthly register. Below is a table that lists payments larger than $10,000 for the month of May-2021. C.4 Packet Pg. 77 Payments larger than $10,000: Check No. Payee Description Amount 78140 ALESHIRE & WYNDER LLP FEB-2021 LEGAL SERVICES $29,923.53 78152 INTERWEST CONSULTING GROUP INTERIM PW DIRECTOR, BUILDING OFFICAL, ON-CALL ENGINEERING SERVICES $106,506.25 78163 ALESHIRE & WYNDER LLP MAR-2021 LEGAL SERVICES $32,974.30 78171 INTERWEST CONSULTING GROUP INTERIM PW DIRECTOR, BUILDING OFFICAL, PW PLAN CHECK SVSC $44,740.00 78193 SB COUNTY SHERIFF MAY-2021 LAW ENFORCEMENT SERVICES $183,999.00 78223 ALESHIRE & WYNDER LLP JAN-2021 LEGAL SERVICES $19,006.07 78225 INTERWEST CONSULTING GROUP PUBLIC WORKS INSPECTIONS $33,246.25 78230 SB COUNTY SHERIFF JAN 2021 – MAR 2021 SHERIFF OVERTIME, GAS & VEHICLE MAINT $51,786.87 16417248 CALPERS MAY 2021 UNFUNDED ACCRUED LIABILITY $40,440.76 16433238 CA PUB EMPLOYEE RETIRE SYS JUNE 2021 PERS HEALTH INSURANCE $15,845.30 TOTAL PAYMENTS LARGER THAN $10,000 $558,468.33 PAYROLL Payroll costs for the month: Pay Per. Period Start Period End Pay Date Amount May-21 23 From 4/17/2021 to 4/30/2021 5/6/2021 $38,983.10 24 From 5/1/2021 to 5/14/2021 5/20/2021 $38,643.49 $77,626.59 FISCAL IMPACT: All disbursements (including payroll) were made in accordance with the Approved Budget for Fiscal Year 2020-21 in the amount of: Description Amount May-21 Check Register $702,860.40 Payroll $77,626.59 $780,486.99 C.4 Packet Pg. 78 ATTACHMENTS: • Check Register Account Index (PDF) • may 2021 check register (PDF) APPROVALS: Terry Shea Completed 06/11/2021 11:05 AM Finance Completed 06/11/2021 11:06 AM City Attorney Completed 06/15/2021 2:29 PM City Manager Completed 06/17/2021 8:36 PM City Council Pending 06/22/2021 6:00 PM C.4 Packet Pg. 79 CITY OF GRAND TERRACE FY2020-21 GRAND TERRACE CIVIC CENTER 22795 BARTON ROAD GRAND TERRACE, CA 92313 CHECK REGISTER Account Index Darcy McNaboe, Mayor Bill Hussey, Mayor Pro Tem Sylvia Robles, Council Member Doug Wilson, Council Member Jeff Allen, Council Member The Grand Terrace City Council meets on the Second and Fourth Tuesday of each month at 6:00 pm. C.4.a Packet Pg. 80 At t a c h m e n t : C h e c k R e g i s t e r A c c o u n t I n d e x ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Fund No.Fund Name Dept No.Department Cost Center Acct No.General Account Numbers 09 CHILD CARE FUND 110 CITY COUNCIL 110 SALARIES/WAGES 10 GENERAL FUND 120 CITY MANAGER 115 OVERTIME 11 STREET FUND 125 CITY CLERK 120 COUNCIL STIPENDS 12 STORM DRAIN FUND 140 FINANCE 138 MEDICARE / SUI 13 PARK FUND 160 CITY ATTORNEY 139 EMPLOYEES' BENEFIT PLAN 14 AB 3229 COPS FUND 172 BUILDING & SAFETY 140 RETIREMENT 15 AIR QUALITY IMPROVEMENT FUND 175 PUBLIC WORKS 142 HEALTH/LIFE INSURANCE 16 GAS TAX FUND 180 COMMUNITY EVENTS 143 WORKERS' COMPENSATION 17 TRAFFIC SAFETY FUND 185 RENTAL INSPECTION PROGRAM 210 OFFICE EXPENSE 18 TRANS. DEV. ACT (T D A FUND)187 ENFORCEMENT PROGRAM 211 POSTAGE & MAILING 19 FACILITIES DEVELOPMENT FUND 190 NON-DEPARTMENTAL 220 SPECIAL DEPARTMENTAL EXP 20 MEASURE I FUND 195 FACILITIES MAINTENANCE 230 ADVERTISING 21 WASTE WATER DISPOSAL FUND 370 PLANNING & DEVELOPMENT SVCS 235 COMMUNICATIONS 22 COMMUNITY DEV. BLOCK GRANT 380 MGT INFORMATION SYSTEMS 238 UTILITIES 25 SPRING MOUNTAIN RANCH FUND 410 LAW ENFORCEMENT 240 RENTS & LEASES 26 LSCPG/ LGHTG ASSESSMENT DIST.411 ASSET FORFEITURES 244 CUSTODIAL SERVICES 32 S/A CAPITAL PROJECTS FUND 430 RECREATION SERVICES 245 MAINT BLDG GRNDS EQUIPMNT 36 S/A 2011 TABS BOND PROCEEDS 441 CHILD CARE - NUTRITION GRANT 246 MAINT/OPER OF EQUIPMNT 45 CIP - COMMERCE WAY 445 CHILD CARE - TINY TOTS 250 PROFESSIONAL SERVICES 46 CIP - STREET IMPROVEMENTS 446 CHILD CARE - AFTER SCHOOL 251 BANKING SERVICE CHARGES 47 CIP - BARTON RD. BRIDGE PROJECT 447 CHILD CARE - PRE-SCHOOL 252 ROAD MAINTENANCE 48 CIP - CAPITAL PROJECTS FUND 450 PARKS MAINTENANCE 254 STREET SWEEPING 49 CIP - PARKS 461 COMMUNITY GRANTS 255 CONTRACTUAL SERVICES 50 CAPITAL PROJECT BOND PROCEEDS 500 AIR QUALITY PROGRAMS 256 ANIMAL SHELTERING SVCS 52 HOUSING AUTHORITY 510 STREET & SIGNAL LIGHTING 260 INSURANCE & SURETY BONDS 61 COMMUNITY BENEFITS FUND 573 LINE MAINTENANCE 265 MEMBERSHIPS & DUES 62 LIGHT UP GRAND TERRACE FUND 600 ZONE 1 13364 CANAL -TERR PINES 268 TRAINING 63 ILLEGAL FIREWORKS FUND 601 ZONE 3 TRACT 14471 PICO & ORIOLE 270 TRAVEL/CONFERENCES/MTGS 64 PUBLIC SAFETY FUND 602 ZONE 2 14264 FORREST CITY PHASE II 271 MILEAGE 65 SENIOR BUS PROGRAM FUND 603 ZONE 4 TRACT 17766 GREENBRIAR 625 NPDES 66 CAL RECYCLE GRANT 604 ZONE 5 TRACT 18793 PALOMINO 631 STORM DRAIN MAINTENANCE 67 PUBLIC EDUC & GOVT ACCESS (PEG)605 ZONE 6 TRACT 18071 JADEN 801 PLANNING COMMISSION 68 40TH YR CELEBRATION FUND 606 ZONE 7 TRACT 18604 TESORO/VAN BUREN 804 HISTORICAL & CULTURAL COMM. 69 COMMUNITY DAY FUND 625 NPDES 311 FACILITY IMPROVEMENTS 70 FIXED ASSED/EQUIP REPL FUND 631 STORM DRAIN MAINTENANCE 570 WASTEWATER TREATMENT 73 ACTIVE TRANS PRGM (ATP) GRANT 700 CAPITAL OUTLAY 400 OTHER COMMUNITY GRANTS 74 HIGHWAY SFTY IMPV PRGM (HSIP)705 EVERY 15 MINUTES 601 ELECTRICAL VEHICLE STATIONS 75 EMER MGMT PREP GRANT (EMPG)801 PLANNING COMMISSION 700 COMPUTER EQUIPMENT 76 ENHANCED INFRA FIN DIST (EIFD)804 HISTORICAL & CULTURAL COMMITTEE 701 CAPITAL IMPROVEMENT OTHER 77 SO CAL INCENTIVE PROJECT (SCIP)805 SENIOR CITIZENS PROGRAM 705 VEHICLES 90 COVID-19 EMERGENCY FUND 808 EMERGENCY OPERATIONS PROG.998 OVERHEAD COST ALLOCATION 95 DOG PARK ENDOWMENT FUND 999 TRANSFERS 999 TRANSFERS OUT City of Grand Terrace Check Register Index C.4.a Packet Pg. 81 At t a c h m e n t : C h e c k R e g i s t e r A c c o u n t I n d e x ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) CITY OF GRAND TERRACE FY2020-21 GRAND TERRACE CIVIC CENTER 22795 BARTON ROAD GRAND TERRACE, CA 92313 MONTHLY CHECK REGISTER For the Period Ending May 31, 2021 Darcy McNaboe, Mayor Bill Hussey, Mayor Pro Tem Sylvia Robles, Council Member Doug Wilson, Council Member Jeff Allen, Council Member The Grand Terrace City Council meets on the Second and Fourth Tuesday of each month at 6:00 pm. C.4.b Packet Pg. 82 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice # E 10-140-250-000-000 367.01 367.01 E 10-160-250-000-000 225.50 225.50 29,923.53 78141 05/03/2021 AVENU MUNISERVICES INV06-010467 BUSINESS LICENSE RENEWAL NOV 2020 12/03/2020 E 10-160-250-100-000 227.50 227.50 61244 FEB 2021 LEGAL SERVICES - PERSONNEL 03/22/2021 E 10-160-250-100-000 456.00 456.00 61242 FEB 2021 LEGAL SERVICES - SPECIAL PROJECTS03/22/2021 E 10-160-250-000-000 492.00 492.00 61249 FEB 2021 LEGAL SERVICES - COVID-19 03/22/2021 E 10-160-250-000-000 779.00 779.00 61247 FEB 2021 LEGAL SERVICES - SUCCESSOR AGENCY03/22/2021 E 10-160-250-000-000 3,363.00 3,363.00 61248 FEB 2021 LEGAL SERVICES - LABOR NEGOTIATIONS03/22/2021 E 10-160-250-000-000 5,416.00 5,416.00 61246 FEB 2021 LEGAL SERVICES - PUBLIC WORKS - ENGINEERING03/22/2021 E 10-160-250-100-000 8,482.03 8,482.03 61245 FEB 2021 LEGAL SERVICES - PLANNING 03/22/2021 03/22/2021 E 10-160-250-000-000 10,482.50 10,482.50 61243 FEB 2021 LEGAL SERVICES - LITIGATION 03/22/2021 Vendor Invoice Description Inv. Date Amount Paid Check Total 78140 05/03/2021 ALESHIRE AND WYNDER LLP 61241 FEB 2021 LEGAL SERVICES - GENERAL Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date C.4.b Packet Pg. 83 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-190-211-000-000 37.10 37.10 37.10 E 22-425-312-000-000 1,980.89 1,980.89 1,980.89 78146 05/03/2021 FEDEX 7-349-79347 EXPRESS MAILING SERVICES - MICHAEL BAKER INTERNATIONAL04/22/2021 E 26-601-255-000-000 80.00 4,245.00 4,245.00 78145 05/03/2021 FAMILY SERVICE ASSOCIATION 03-2021-300405 MARCH 2021 CDBG SR CENTER COORDINATOR EXPENSES04/20/2021 E 10-195-255-000-000 200.00 E 10-450-255-000-000 3,815.00 E 26-600-255-000-000 150.00 B 10-022-70-00 663.55 663.55 1,327.10 78144 05/03/2021 EZ SUNNYDAY LANDSCAPE 21802 APRIL21 PARKS AND PARKWAY MAINTENANCE 04/19/2021 B 10-022-70-00 663.55 663.55 2059349 MAY 2021 EMPLOYEE PAID DENTAL INSURANCE04/15/2021 E 10-195-245-000-000 286.79 286.79 286.79 78143 05/03/2021 DENTAL HEALTH SERVICES 2043676 APR 2021 EMPLOYEE PAID DENTAL INSURANCE03/16/2021 E 10-140-250-000-000 104.97 104.97 471.98 78142 05/03/2021 COUNTY OF RIVERSIDE TLMA ADM TL0000015789 MAR21 TRAFFIC SIGNAL MONITORING - MAIN ST &04/21/2021 INV06-010782 BUSINESS LICENSE RENEWAL DEC 2020 01/06/2021 C.4.b Packet Pg. 84 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-175-250-000-000 19,275.00 E 74-706-250-000-000 3,675.00 22,950.00 B 23-505-73-00 154.78 154.78 154.78 78152 05/03/2021 INTERWEST CONSULTING GROUP 68286 DEC20 INTERIM PUBLIC WORKS DIRECTOR 04/16/2021 E 10-140-250-000-000 345.00 345.00 345.00 78151 05/03/2021 INLAND EMPIRE COLON AND RECTAL 04212021 REFUND DEPOSIT FOR SITE & ARCH REVIEW SA 15-06-A1, E 18-1304/21/2021 E 10-140-250-000-000 2,217.38 2,217.38 2,217.38 78150 05/03/2021 HDL SOFTWARE LLC SIN008079 MARCH BUSINESS LICENSE PROCESSING FEES03/31/2021 78149 05/03/2021 HDL COREN CONE SIN008290 APRIL-JUNE 2021 PROPERTY TAX SERVICES 04/23/2021 R 10-420-12 620.00 B 23-510-50-00 525.00 1,145.00 1,145.00 E 10-450-245-000-000 88.50 88.50 313.50 78148 05/03/2021 GRAND TERRACE PROPERTY 04212021 REFUND DEPOSIT FOR BUILDING & SAFETY/PUBLIC WORK PRELIM REVIEW04/21/2021 E 10-450-245-000-000 225.00 225.00 468120 RICHARD ROLLINS GOPHER CONTROL SERVICES04/24/2021 78147 05/03/2021 GOPHER PATROL 469002 DOG PARK GOPHER CONTROL SERVICES 04/24/2021 C.4.b Packet Pg. 85 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date 68289 B 23-510-23-00 3,000.00 3,000.00 3,000.00 E 16-900-255-000-000 1,500.00 1,500.00 106,506.25 78153 05/03/2021 J AND R HOCK ENTERPRISES INC 04122021B REFUND DEPOSIT FOR GRADING AND STREET IMPROVEMENT INSPECTIONS04/12/2021 E 10-172-250-100-000 3,370.00 3,370.00 68326 JAN21 ON-CALL ENGINEERING SERVICES 04/16/2021 E 16-900-255-000-000 3,420.00 E 25-600-255-000-000 1,177.50 4,597.50 64049 SEPT20 DEPUTY BUILDING OFFICIAL 10/27/2020 E 16-900-255-000-000 10,098.75 10,098.75 68291 FEB21 ON-CALL ENGINEERING SERVICES 04/16/2021 E 16-900-255-000-000 12,552.50 12,552.50 68287 DEC20 ON-CALL ENGINEERING SERVICES 04/16/2021 E 25-600-255-000-000 1,820.00 13,487.50 68285 NOV20 ON-CALL ENGINEERING SERVICES 04/16/2021 E 74-706-250-000-000 1,350.00 17,700.00 JAN21 ON-CALL ENGINEERING SERVICES 04/16/2021 E 16-900-255-000-000 11,667.50 20,250.00 68290 FEB21 INTERIM PUBLIC WORKS DIRECTOR 04/16/2021 E 10-175-250-000-000 16,350.00 E 10-175-250-000-000 17,700.00 E 74-706-250-000-000 2,400.00 E 74-707-250-010-000 150.00 68288 JAN21 INTERIM PUBLIC WORKS DIRECTOR 04/16/2021 C.4.b Packet Pg. 86 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-195-245-000-000 760.00 E 10-450-245-000-000 1,325.00 2,085.00 B 10-022-68-00 220.96 220.96 869.75 78157 05/03/2021 MORAN JANITORIAL SERVICES LLC 1853 FEB 2021 JANITORIAL SERVICES FOR CH & PARKS03/02/2021 B 10-022-68-00 315.02 315.02 PAYDATE 04222021 ARSPAYDATE 04/22/2021 ARS RETIREMENT 04/22/2021 B 10-022-68-00 333.77 333.77 PAYDATE 04082021 ARSPAYDATE 04/08/2021 ARS RETIREMENT 04/08/2021 E 10-110-142-000-000 612.86 612.86 612.86 78156 05/03/2021 MIDAMERICA ADMIN RETIREMENT PAYDATE 03252021 ARSPAYDATE 03/25/2021 ARS RETIREMENT 03/25/2021 78155 05/03/2021 DARCY MCNABOE MAY 2021 DM HLTH REIMAY 2021 DM HEALTH REIMBURSEMENT 04/29/2021 E 52-400-142-000-000 1.31 E 65-425-142-000-000 3.80 893.71 893.71 E 10-370-142-000-000 22.79 E 10-450-142-000-000 9.81 E 16-175-142-000-000 10.96 E 10-172-142-000-000 6.32 E 10-175-142-000-000 20.88 E 10-185-142-000-000 21.43 B 10-022-66-00 715.79 E 10-120-142-000-000 66.11 E 10-125-142-000-000 14.51 78154 05/03/2021 LINCOLN NATIONAL LIFE INSURANC LCLN MAY 2021 MAY 2021 LIFE/AD&D/DEP LIFE/WI/LTD 05/01/2021 C.4.b Packet Pg. 87 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date 1867 E 10-175-250-000-000 260.00 260.00 987.50 E 10-175-250-000-000 727.50 727.50 2020-490 2019/2020 GENERAL TRAFFIC ENGINEERING AND INSPECTIONS07/31/2020 E 10-190-238-000-000 109.18 109.18 109.18 78161 05/03/2021 TKE ENGINEERING INC 2020-465 2019/2020 GENERAL TRAFFIC ENGINEERING AND INSPECTIONS07/24/2020 E 16-510-255-000-000 563.85 563.85 563.85 78160 05/03/2021 TIME WARNER CABLE 0197046041621 CITY HALL CABLE - CITY HALL APRIL-MAY 2021 04/16/2021 R 10-500-06 115.00 718.84 718.84 78159 05/03/2021 ST FRANCIS ELECTRIC 17103392 JAN21 ROUTINE SIGNAL LIGHT MAINTENANCE 01/31/2021 E 10-185-272-000-000 28.84 R 10-200-05 475.00 R 10-450-01 100.00 E 10-195-245-000-000 640.00 640.00 5,450.00 78158 05/03/2021 PETTY CASH 04262021 PC REPLENISH PETTY CASH FEB-APRIL 2021 04/26/2021 E 10-195-245-000-000 640.00 640.00 1867B MARCH 2021 ADDITIONAL OFFICE CLEANING DUE TO COVID04/05/2021 E 10-195-245-000-000 760.00 E 10-450-245-000-000 1,325.00 2,085.00 1853B FEB 2021 ADDITIONAL OFFICE CLEANING DUE TO COVID03/02/2021 MARCH 2021 JANITORIAL SERVICES 04/05/2021 C.4.b Packet Pg. 88 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date 61782 152.00 61777 MARCH 2021 LEGAL SERVICES - FINANCE 04/28/2021 E 10-160-250-100-000 205.00 205.00 MARCH 2021 LEGAL SERVICES - COVID-19 04/28/2021 E 10-160-250-100-000 152.00 E 10-160-250-100-000 245.00 245.00 61779 MARCH 2021 LEGAL SERVICES - REFUSE 04/28/2021 E 10-160-250-000-000 328.00 328.00 61772 MARCH 2021 LEGAL SERVICES - SPECIAL PROJECTS04/28/2021 E 10-160-250-000-000 1,178.00 1,178.00 61774 MARCH 2021 LEGAL SERVICES - PERSONNEL 04/28/2021 E 10-160-250-000-000 1,476.00 1,476.00 61776 MARCH 2021 LEGAL SERVICES - PUBLIC WORKS - ENGINEERING04/28/2021 E 10-160-250-000-000 2,173.00 2,173.00 61778 MARCH 2021 LEGAL SERVICES - SUCCESSOR AGENCY04/28/2021 E 10-160-250-100-000 4,830.61 4,830.61 61780 MARCH 2021 LEGAL SERVICES - CITY REAL PROPERTY04/28/2021 E 10-160-250-000-000 6,355.00 6,355.00 61773 MARCH 2021 LEGAL SERVICES - LITIGATION 04/28/2021 E 10-160-250-000-000 6,456.00 6,456.00 61781 MARCH 2021 LEGAL SERVICES - LABOR NEGOTIATIONS04/28/2021 E 10-160-250-000-000 9,555.19 9,555.19 61775 MARCH 2021 LEGAL SERVICES - PLANNING 04/28/2021 B 23-510-51-00 1,400.00 1,400.00 1,400.00 78163 05/11/2021 ALESHIRE AND WYNDER LLP 61771 MARCH 2021 LEGAL SERVICES - GENERAL 04/28/2021 78162 05/03/2021 KHANH D TRAN 04212021 REUND DEPOSIT FOR BUILDING & SAFETY PROJECT ASA 20-06, E 20-0604/21/2021 C.4.b Packet Pg. 89 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date B 10-022-71-00 80.97 80.97 80.97 E 10-140-255-000-000 100.00 100.00 400.00 78167 05/11/2021 EYEMED FIDELITY SECURITY LIFE 164773366 MAY EMPLOYEE PAID VISION INSURANCE 05/01/2021 E 10-140-255-000-000 100.00 100.00 124231 GT STREET SWEEP INVOICE - MARCH 2021 04/27/2021 E 10-185-255-000-000 200.00 200.00 123019 GT STREET SWEEP INVOICE - FEBRUARY 2021 03/24/2021 78166 05/11/2021 DATA TICKET INC 123640 GT CODE ENFORCEMENT CITATION PROCESSING - MARCH 202104/27/2021 R 10-700-01 -1.21 B 23-200-21-00 24.18 22.97 22.97 E 10-380-250-000-000 1,430.00 1,430.00 1,430.00 78165 05/11/2021 CA STATE DEPT OF CONSERVATION SMIP2021-3Q-03 2020-21 SMIP 3RD QUARTER JAN2021-MARCH2021 STRONG MOTION04/30/2021 20.50 32,974.30 78164 05/11/2021 BENSON PRODUCTIONS 1568 APR 2021 VIDEOGRAPHER SERVICES FOR CITY COUNCIL MEETINGS04/29/2021 E 10-160-250-000-000 20.50 C.4.b Packet Pg. 90 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-172-250-000-000 3,162.50 3,162.50 E 10-172-250-000-000 3,967.50 3,967.50 68327 JAN21 BUILDING OFFICIAL, PLANS EXAMINER, AND BUILDING INSPECTOR SVCS04/16/2021 E 10-172-250-000-000 4,575.00 E 25-600-255-000-000 1,137.50 5,712.50 67754 FEB21 BUILDING OFFICIAL, PLANS EXAMINER, AND BUILDING INSPECTOR SVCS03/30/2021 E 10-172-250-000-000 7,432.50 7,432.50 65961 DEC20 PW PLAN CHECKING SVCS 01/18/2021 E 10-175-250-000-000 18,955.00 18,955.00 68581 MAR21 BUILDING OFFICIAL, PLANS EXAMINER, AND BUILDING INSPECTOR SVCS04/27/2021 E 10-450-245-000-000 400.00 400.00 400.00 78171 05/11/2021 INTERWEST CONSULTING GROUP 68639 MAR21 INTERIM PUBLIC WORKS DIRECTOR 04/29/2021 E 10-450-245-000-000 41.47 41.47 373.43 78170 05/11/2021 GOPHER PATROL 467958 PICO PARK GOPHER CONTROL SERVICES - APRIL04/16/2021 E 10-450-245-000-000 61.47 61.47 92224676 FY2020-21 PARK IRRIGATION SUPPLIES 04/28/2021 E 10-175-245-000-000 270.49 270.49 92226530 FY2020-21 PARK IRRIGATION SUPPLIES 05/05/2021 E 10-175-218-000-000 430.00 430.00 430.00 78169 05/11/2021 FRUIT GROWERS SUPPLY 92223632 COMMUNITY CLEAN UP SUPPLIES AND TREES 04/23/2021 78168 05/11/2021 FIRST LINEAGE SITE SVCS 2021-F1173 BATTERY REPLACEMENT FOR PRESSURE WASHER04/19/2021 C.4.b Packet Pg. 91 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date 65960 E 10-195-245-000-000 100.00 100.00 100.00 E 10-450-245-000-000 73.52 73.52 73.52 78176 05/11/2021 SO CAL LOCKSMITH 62424 KEY STUCK IN LIBRARY SIDE DOOR REPAIR 01/11/2021 E 10-140-255-000-000 253.51 253.51 253.51 78175 05/11/2021 SITEONE LANDSCAPE SUPPLY 108459967-001 IRRIGATION SUPPLIES 04/27/2021 E 10-195-245-000-000 640.00 640.00 2,725.00 78174 05/11/2021 PAY PLUS SOLUTIONS INC 25849 CALPERS MONTHLY CHARGES - MAY 05/01/2021 E 10-195-245-000-000 760.00 E 10-450-245-000-000 1,325.00 2,085.00 1880B APRIL 2021 ADDITIONAL OFFICE CLEANING DUE TO COVID05/03/2021 E 10-955-800-108-000 2,787.50 2,787.50 2,787.50 78173 05/11/2021 MORAN JANITORIAL SERVICES LLC 1880 APRIL 2021 JANITORIAL SERVICES 05/03/2021 78172 05/11/2021 KTUA 32915 MAR21 MICHIGAN STREET WALK-ABILITY STREET PLAN04/22/2021 E 16-900-255-000-000 212.50 E 25-600-255-000-000 585.00 2,520.00 44,740.00 E 10-172-250-100-000 2,990.00 2,990.00 NOV20 PW PLAN CHECK SVCS 01/18/2021 E 10-172-250-000-000 1,722.50 62590 JUL20 PW PLAN CHECK SVCS 09/03/2020 C.4.b Packet Pg. 92 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date 0153825042321 E 10-195-257-000-000 5,337.50 5,337.50 5,337.50 E 10-172-250-100-000 637.50 637.50 637.50 78182 05/14/2021 ACCO ENGINEERED SYSTEMS 727264 HVAC MAINTENANCE AND REPAIRS 05/06/2021 E 10-195-246-000-000 402.36 402.36 402.36 78181 05/11/2021 WILLDAN 002-24335 MAR21 PLAN CHECK/ INSPECTION SVCS -PW & BLDG& SAFETY04/07/2021 E 16-900-220-000-000 33.60 33.60 155.80 78180 05/11/2021 STEVEN WEISS 04302021 TEMPORARY AC UNIT FOR OVERHEATING SERVER ROOM04/30/2021 E 16-900-220-000-000 122.20 122.20 dsb20202043 APR21 CA STATE FEE FOR REG COST 05/01/2021 E 16-900-255-000-000 942.38 942.38 942.38 78179 05/11/2021 UNDERGROUND SERVICE ALERT 420210304 APR21 MONTHLY DATABASE MAINTENANCE FEES05/01/2021 89.99 214.97 78178 05/11/2021 TKE ENGINEERING INC 2020-581 ON-CALL ENGINEERING SERVICES-16945 GRAND TERRACE/VISTA GRANDE10/13/2020 E 10-190-238-000-000 124.98 124.98 SR CENTER INTERNET - HSD3 APR-MAY 04/23/2021 E 10-805-238-000-000 89.99 78177 05/11/2021 TIME WARNER CABLE 0228510042521 CITY HALL INTERNET - CITY HALL APR-MAY 04/25/2021 C.4.b Packet Pg. 93 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 16-900-254-000-000 5,101.24 5,101.24 5,101.24 B 23-505-69-00 2,317.20 2,317.20 2,317.20 78187 05/14/2021 CLEAN STREET 99869CS APR21 STREET SWEEPING SERVICES 04/30/2021 E 10-808-235-000-000 426.51 2,486.58 2,486.58 78186 05/14/2021 CENTRAL PACIFIC PROPERTIES 04282021 CPP REFUNDING DEPOSIT FOR PRECISE GRADING INSPECTION04/28/2021 E 10-190-235-000-000 1,361.24 E 10-450-235-000-000 245.50 E 10-805-235-000-000 453.33 78185 05/14/2021 AT AND T MAY 2021 AT&T MAY 2021 AT&T 05/01/2021 E 10-450-246-000-000 MTRLS & SUPPLIES 6.00 E 65-425-272-000-000 SR BUS MAINT 225.00 4,985.92 4,985.92 E 10-175-245-000-000 COMMUNITY DAY TREES 1,603.10 E 10-195-246-000-000 MTRLS & SUPPLIES 71.22 E 10-450-245-000-000 PARK MAINT 830.63 E 10-140-220-000-000 SHREDDER 303.50 E 10-175-218-000-000 MTRLS & SUPPLIES 41.26 E 10-175-220-000-000 COMMUNITY DAY SUPPLIES 1,060.59 E 10-110-220-000-000 EMPLOYEE PLAQUES 211.08 E 10-120-220-000-000 SUBSCRIPTION 14.00 E 10-140-210-000-000 OFFICE SUPPLIES 619.54 E 10-185-250-000-000 90.00 90.00 90.00 78184 05/14/2021 ARROWHEAD CREDIT UNION APR 2021 VISA VISA CHARGES APR-MAY 2021 05/02/2021 78183 05/14/2021 ANIMAL EMERGENCY CLINIC 170032 SVCS FOR STRAY CAT FOUND IN PARKING LOT 05/09/2021 C.4.b Packet Pg. 94 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 74-707-250-010-000 959.68 959.68 959.68 E 10-110-142-000-000 273.55 273.55 273.55 78191 05/14/2021 LYNN MERRILL HSIP-21-5 APR21 MT VERNON GUARD RAIL PROJECT 05/05/2021 19.52 712.56 78190 05/14/2021 WILLIAM HUSSEY MAY2021 BH HLTH REIMMAY 2021 HEALTH REIMBURSEMENT - BH 05/07/2021 32.30 9275203 PRESSURE WASHER SUPPLIES FOR EARTH DAY04/23/2021 E 10-175-218-000-000 19.52 153.88 9274462 CITY HALL SUPPLIES 04/13/2021 E 10-195-245-000-000 32.30 155.72 2274947 EARTH DAY SUPPLIES 04/20/2021 E 10-175-245-000-000 153.88 E 10-175-245-000-000 90.62 E 10-195-245-000-000 14.10 E 10-450-245-000-000 51.00 E 10-175-245-000-000 163.13 163.13 8274529 EARTH DAY, CITY HALL, AND PARK SUPPLIES 04/14/2021 E 10-195-245-000-000 188.01 188.01 8032746 EARTH DAY SUPPLIES 04/24/2021 E 10-450-245-000-000 8.16 8.16 8.16 78189 05/14/2021 HOME DEPOT CREDIT SERVICE 9274431 CITY HALL SUPPLIES 04/13/2021 78188 05/14/2021 FRUIT GROWERS SUPPLY 92226927 FY2020-21 PARK IRRIGATION SUPPLIES 05/06/2021 C.4.b Packet Pg. 95 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-172-250-100-000 1,512.00 1,512.00 6,300.00 E 10-172-250-100-000 4,788.00 4,788.00 00416496 PLAN CHECK/ INSPECTION SVCS -10240 LA CADENA04/27/2021 E 10-190-235-000-000 190.05 190.05 190.05 78198 05/14/2021 WILLDAN 00416511 PLAN CHECK/ INSPECTION SVCS 22172 BARTON RD04/27/2021 B 23-510-18-00 138.30 138.30 138.30 78197 05/14/2021 VERIZON WIRELESS 9878366619 ALPR CARD LINE CHARGES MAR-APR 2021 04/23/2021 78196 05/14/2021 US MODULAR INC 05052021 USM REFUNDING DEPOSIT FOR BUILDING PLAN REVIEW05/05/2021 E 10-190-238-000-000 736.16 E 10-805-238-000-000 70.78 806.94 806.94 E 10-450-245-000-000 127.09 127.09 127.09 78195 05/14/2021 SO CA GAS COMPANY APR 2021 GAS SERVICEAPR 2021 GAS SERVICE 05/07/2021 183,999.00 183,999.00 78194 05/14/2021 SITEONE LANDSCAPE SUPPLY 108861621-0001 IRRIGATION SUPPLIES - PARKS 05/07/2021 E 10-410-255-000-000 5,658.31 E 10-410-256-000-000 170,057.40 E 14-411-256-000-000 8,283.29 E 10-190-210-000-000 142.19 142.19 142.19 78193 05/14/2021 SB COUNTY SHERIFF 20628 MAY 2021 LAW ENFORCEMENT SERVICES 05/04/2021 78192 05/14/2021 OFFICE DEPOT 169546406001 COPY PAPER 04/28/2021 C.4.b Packet Pg. 96 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date B 23-250-10-00 374.94 374.94 374.94 E 10-450-245-000-000 7.47 7.47 26.52 78204 05/21/2021 G HAROLD DUFFEY 05132021 REIMB TO G. HAROLD DUFFEY FOR EXTRA MEDICAL FLEX DEDUCTIONS JAN-MAY 202105/13/2021 E 10-450-245-000-000 19.05 19.05 92228716 FY2020-21 PARK IRRIGATION SUPPLIES 05/13/2021 E 10-120-250-000-000 3,700.00 3,700.00 3,700.00 78203 05/21/2021 FRUIT GROWERS SUPPLY 92229831 FY2020-21 PARK IRRIGATION SUPPLIES 05/18/2021 E 26-601-255-000-000 80.00 3,995.00 3,995.00 78202 05/21/2021 FORRESTER RESEARCH INC FRUS236343 SUBSCRIPTION SERVICE TO THE FEEDBACK NOW PLATFORM04/13/2021 E 10-195-255-000-000 200.00 E 10-450-255-000-000 3,565.00 E 26-600-255-000-000 150.00 B 10-022-70-00 510.10 510.10 510.10 78201 05/21/2021 EZ SUNNYDAY LANDSCAPE 21881 MAY21 PARKS AND PARKWAY MAINTENANCE 05/17/2021 E 10-125-230-000-000 85.86 85.86 85.86 78200 05/21/2021 DENTAL HEALTH SERVICES 2073556 JUNE 2021 EMPLOYEE PAID DENTAL INSURANCE05/16/2021 78199 05/21/2021 CITY NEWSPAPER GROUP 34242 ORDINANCE NO. 334 - 2ND READING 05/13/2021 C.4.b Packet Pg. 97 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-380-250-000-000 497.67 497.67 497.67 E 10-140-210-000-000 45.24 45.24 152.05 78211 05/21/2021 ON SITE COMPUTING 53009208 REPAIRS TO BLACKMAGIC ATEM TELEVISION STUDIO PRO HD04/13/2021 E 10-370-210-000-000 106.81 106.81 169782000001 OFFICE SUPPLIES 04/23/2021 E 10-120-210-000-000 842.63 842.63 4,715.47 78210 05/21/2021 OFFICE DEPOT 173027483001 FY 2020-21 OFFICE SUPPLIES 05/11/2021 E 10-120-210-000-000 3,872.84 3,872.84 INV-15778 GOVERNMENTJOBS.COM SUBSCRIPTION 9/18/20 - 9/17/2108/18/2020 E 10-125-250-000-000 4,587.72 4,587.72 4,587.72 78209 05/21/2021 GOVERNMENTJOBS COM INC NEOGOV INV-15694 PERFORMANCE EVALUATION SOFTWARE LICENSE 9/29/20-9/28/2108/20/2020 E 10-370-250-202-000 755.00 755.00 755.00 78208 05/21/2021 MUNICIPAL CODE CORPORATION 00356799 SUPPLEMENT PAGES FOR MUNICIPAL CODE 04/27/2021 E 10-120-265-000-000 6,170.00 6,170.00 6,170.00 78207 05/21/2021 MICHAEL BAKER INTERNATIONAL 1116322 APR21 CEQA AND ENVIRONMENTAL REVIEW AND ENTITLEMENT SUPPORT05/17/2021 E 10-450-245-000-000 400.00 400.00 400.00 78206 05/21/2021 LEAGUE OF CALIFORNIA CITIES 640681 2021 MEMBERSHIP DUES 01/01/2021 78205 05/21/2021 GOPHER PATROL 474246 PICO PARK GOPHER CONTROL SERVICES 05/14/2021 C.4.b Packet Pg. 98 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 16-510-255-000-000 563.85 563.85 563.85 E 10-190-238-000-000 78.00 78.00 78.00 78217 05/21/2021 ST FRANCIS ELECTRIC 171033100 APR21 ROUTINE SIGNAL LIGHT MAINTENANCE 04/30/2021 E 10-450-245-000-000 5.98 5.98 5.98 78216 05/21/2021 SPARKLETTS 16179154 050821 MAY 2021 WATER FILTRATION SYSTEM RENTAL05/08/2021 E 26-605-238-000-000 45.31 6,225.41 6,225.41 78215 05/21/2021 SO CAL LOCKSMITH 49893 KEY REPLACEMENT FOR SNACK SHOP AT ROLLINS PARK05/18/2021 E 10-450-238-000-000 1,264.07 E 16-510-238-000-000 465.95 E 26-604-238-000-000 56.33 E 10-172-238-000-000 123.98 E 10-175-238-000-000 123.99 E 10-190-238-000-000 4,145.78 E 10-450-245-000-000 127.09 127.09 281.84 78214 05/21/2021 SO CA EDISON COMPANY APR 2021 EDISONAPR 2021 ENERGY USAGE 04/27/2021 E 10-450-245-000-000 154.75 154.75 108861621-001 IRRIGATION SUPPLIES 05/07/2021 E 10-370-210-000-000 32.32 181.63 181.63 78213 05/21/2021 SITEONE LANDSCAPE SUPPLY 109299796-001 IRRIGATION SUPPLIES 05/19/2021 E 10-140-210-000-000 74.65 E 10-172-210-000-000 37.33 E 10-185-210-000-000 37.33 78212 05/21/2021 PRINT PRO PLUS 79787 BUSINESS CARDS FOR VARIOUS EMPLOYEES 05/13/2021 C.4.b Packet Pg. 99 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-160-250-100-000 4,422.00 4,422.00 60924 JAN 2021 LEGAL SERVICES - PUBLIC WORKS - ENGINEERING02/26/2021 E 10-160-250-000-000 4,707.50 4,707.50 60922 JAN 2021 LEGAL SERVICES - LITIGATION 02/26/2021 E 10-160-250-000-000 6,606.07 6,606.07 60923 JAN 2021 LEGAL SERVICES - PLANNING 02/26/2021 E 10-190-212-000-000 322.19 322.19 742.39 78223 05/28/2021 ALESHIRE AND WYNDER LLP 60921 JAN 2021 LEGAL SERVICES - GENERAL 02/26/2021 E 10-190-212-000-000 420.20 420.20 013298023 APR 2021 WORKCENTRE 5955 EXPENSE 05/01/2021 E 10-172-250-100-000 585.00 585.00 1,392.50 78222 05/21/2021 XEROX CORPORATION 013298024 APR 2021 W7970 PRINTER EXPENSE 05/01/2021 E 10-172-250-100-000 807.50 807.50 002-24449 APR21 PW SERVICES 05/05/2021 E 20-100-245-000-000 8,752.00 8,752.00 8,752.00 78221 05/21/2021 WILLDAN 002-24448 APR21 PLAN REVIEW SERVICES AND INSPECTIONS05/05/2021 E 10-190-250-000-000 1,250.00 1,250.00 1,250.00 78220 05/21/2021 WEST COAST ARBORISTS INC 172238 APR21 CITYWIDE TREE MAINTENANCE 04/30/2021 E 10-805-238-000-000 278.37 278.37 278.37 78219 05/21/2021 URBAN FUTURES INCORPORATED CD-2021-26 CONTINUING DISCLOSURE - TABS 2011A 05/11/2021 78218 05/21/2021 TIME WARNER CABLE 0007245050721 SR CTR CABLE INTERNET BLDG3 MAY-JUNE 05/07/2021 C.4.b Packet Pg. 100 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-172-250-000-000 6,617.50 6,617.50 E 10-172-250-000-000 8,537.50 8,537.50 67752 FEB21 PW INSPECTIONS 03/30/2021 E 10-172-250-100-000 11,432.50 11,432.50 66945 JAN21 PW INSPECTIONS 02/26/2021 E 10-140-250-000-000 846.48 846.48 846.48 78225 05/28/2021 INTERWEST CONSULTING GROUP 64839 OCT20 PW INSPECTIONS 11/29/2020 E 10-160-250-000-000 14.00 14.00 19,006.07 78224 05/28/2021 HDL SOFTWARE LLC 6 APRIL BUSINESS LICENSE PROCESSING FEES 04/30/2021 E 10-160-250-100-000 20.50 20.50 60928 JAN 2021 LEGAL SERVICES - CITY REAL PROPERTY02/26/2021 E 10-160-250-100-000 41.00 41.00 60927 JAN 2021 LEGAL SERVICES - FRANCHISE-CABLE02/26/2021 E 10-160-250-000-000 95.00 95.00 60926 JAN 2021 LEGAL SERVICES - REFUSE 02/26/2021 E 32-200-250-000-000 184.50 184.50 60930 JAN 2021 LEGAL SERVICES - COVID-19 02/26/2021 E 10-160-250-000-000 205.00 205.00 60925 JAN 2021 LEGAL SERVICES - SUCCESSOR AGENCY02/26/2021 E 10-160-250-000-000 2,710.50 2,710.50 60929 JAN 2021 LEGAL SERVICES - LABOR NEGOTIATIONS02/26/2021 C.4.b Packet Pg. 101 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-410-250-000-000 11,655.49 11,655.49 51,786.87 E 10-410-220-000-000 9,404.97 E 10-410-250-000-000 5,920.91 15,325.88 20551 JAN-MARCH 2021 Q3 SHERIFF OVERTIME - QUALITY OF LIFE05/15/2021 E 10-410-250-000-000 24,805.50 24,805.50 20549 JAN-MAR 2021 Q3 GAS & VEHICLE MAINT & SHERIFF OVERTIME05/15/2021 E 10-110-142-000-000 148.50 148.50 148.50 78230 05/28/2021 SB COUNTY SHERIFF 20550 JAN-MARCH 2021 Q3 SHERIFF OVERTIME 05/15/2021 E 10-380-250-000-000 6,364.00 6,364.00 6,364.00 78229 05/28/2021 SYLVIA ROBLES MAY 2021 SR MEDICAREMAY 2021 HEALTH REIMBURSEMENT FOR SR 05/25/2021 E 10-110-142-000-000 612.86 612.86 612.86 78228 05/28/2021 ON SITE COMPUTING 54001812 JUNE 2021 IT SERVICES 05/01/2021 E 10-195-257-000-000 280.00 280.00 870.50 78227 05/28/2021 DARCY MCNABOE JUNE2021 HEALTH REIMJUNE 2021 DM HEALTH REIMBURSEMENT 05/24/2021 E 10-195-257-000-000 590.50 590.50 24362 HVAC REPAIR SVCS AT CITY HALL AND FIRE STATION 2208/28/2020 E 10-172-250-100-000 1,468.75 1,468.75 33,246.25 78226 05/28/2021 LOMA LINDA HEAT AND A C INC 25138 HVAC REPAIR SVCS AT CITY HALL AND FIRE STATION 2204/30/2021 E 10-172-250-100-000 5,190.00 5,190.00 62968 AUG20 PW INSPECTIONS 09/17/2020 63882 SEPT20 PW INSPECTIONS 10/21/2020 C.4.b Packet Pg. 102 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 10-190-238-000-000 193.59 E 10-805-238-000-000 45.61 239.20 239.20 4012021 05/03/2021 SPARKLETTS 9637116 040121 MAR 2021 BOTTLED WATER SERVICES FOR CH & SENIOR CENTER04/01/2021 E 10-190-238-000-000 78.10 E 10-805-238-000-000 39.32 117.42 117.42 6,333.85 6,333.85 3012021 05/03/2021 SPARKLETTS 9637116 030121 FEB 2021 BOTTLED WATER SERVICES FOR CH & SENIOR CENTER03/01/2021 E 26-601-238-000-000 61.65 E 26-602-238-000-000 85.36 E 26-603-238-000-000 14.23 E 10-450-238-000-000 14.71 E 16-510-238-000-000 6,082.02 E 26-600-238-000-000 75.88 E 10-450-245-000-000 960.00 960.00 960.00 2458780 05/25/2021 SO CA EDISON COMPANY APR2021 EDISON BAPR 2021 ENERGY USAGE 04/29/2021 E 16-900-229-000-000 228.38 228.38 228.38 78234 05/28/2021 WEST COAST ARBORISTS INC 171989 BOOM LIFT FOR LIGHT REPLACEMENT AT VETERANS PARK04/30/2021 E 10-190-238-000-000 109.18 109.18 109.18 78233 05/28/2021 TRAFFIC MANAGEMENT PRODUCTS 738992 STREET SIGNS ON FRANKLIN WAY 05/19/2021 E 10-450-245-000-000 432.83 432.83 432.83 78232 05/28/2021 TIME WARNER CABLE 0197046051621 CITY HALL CABLE - CITY HALL MAY-JUNE 2021 05/16/2021 78231 05/28/2021 SITEONE LANDSCAPE SUPPLY 109457490-001 IRRIGATION SUPPLIES 05/24/2021 C.4.b Packet Pg. 103 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) Invoice #Vendor Invoice Description Inv. Date Amount Paid Check Total Check Register CITY OF GRAND TERRACE As of 5/31/2021 Check #Date E 65-425-142-000-000 647.44 15,845.30 15,845.30 E 10-450-142-000-000 517.95 E 16-175-142-000-000 582.70 E 52-400-142-000-000 64.74 E 10-185-142-000-000 1,294.88 E 10-190-142-000-000 2,392.83 E 10-370-142-000-000 1,035.91 E 10-140-142-000-000 1,294.88 E 10-172-142-000-000 517.95 E 10-175-142-000-000 517.95 B 10-022-61-00 4,908.59 E 10-120-142-000-000 1,422.04 E 10-125-142-000-000 647.44 16433238 05/24/2021 CA PUB EMPLOYEES RETIRE SYSTEM 06012021 HPERS JUNE 2021 PERS HEALTH INSURANCE ACH 100185852706/01/2021 E 16-175-140-010-000 101.14 E 52-400-140-010-000 40.46 40,440.76 40,440.76 E 10-190-140-010-000 38,632.02 E 10-370-140-010-000 657.43 E 10-450-140-010-000 40.46 E 10-172-140-010-000 30.34 E 10-175-140-010-000 171.94 E 10-185-140-010-000 101.14 E 10-120-140-010-000 469.41 E 10-125-140-010-000 118.44 E 10-140-140-010-000 77.98 B 10-022-62-00 5,932.65 5,932.65 5,932.65 16417248 05/24/2021 CALPERS 16417248 MAY 2021 UNFUNDED ACCRUED LIABILITY 05/01/2021 16358549 05/24/2021 PUBLIC EMPLOYEES RETIREMENT PAYDTE 05062021 PERSRETIREMENT CONTRIBUTIONS FOR PAY DATE 05/06/202105/06/2021 E 10-190-238-000-000 108.43 E 10-805-238-000-000 65.84 174.27 174.27 5012021 05/03/2021 SPARKLETTS 9637116 050121 APR 2021 BOTTLED WATER SERVICES FOR CH & SENIOR CENTER05/01/2021 C.4.b Packet Pg. 104 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) C.4.b Packet Pg. 105 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) This page left intentionally blank. C.4.b Packet Pg. 106 At t a c h m e n t : m a y 2 0 2 1 c h e c k r e g i s t e r ( M a y - 2 0 2 1 C h e c k R e g i s t e r i n t h e A m o u n t o f $ 7 0 2 , 8 6 0 . 4 0 ) AGENDA REPORT MEETING DATE: June 22, 2021 Council Item TITLE: Resolution Adopting List of Projects Proposed to be Funded by SB 1 in Fiscal Year 2021-2022 PRESENTED BY: Robert Eisenbeisz, Interim Public Works Director RECOMMENDATION: Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE ADOPTING A LIST OF PROJECTS FOR FISCAL YEAR 2021-22 FUNDED BY SB 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 2030 VISION STATEMENT: This staff report supports Goal #1 "Ensure our Fiscal Viability" by identifying additional revenue sources, and Goal #2 "Maintain Public Safety" by investing in improvements to public infrastructure. BACKGROUND: On April 28, 2017, the Governor signed Senate Bill (SB) 1 (2017-2018, Beall) to address deferred maintenance on the state highway system and on the local streets and roads system. On November 1, 2017, the State Controller began depositing funding into the newly created Road Maintenance and Rehabilitation Account (RMRA). This new funding is apportioned by formula to eligible cities and counties for basic road maintenance, rehabilitation, and critical safety projects on the local streets and roads system. SB 1 established requirements for the efficient use of public funds to maintain public streets and roads. Therefore, in order to be eligible for RMRA funding, cities and counties must provide basic annual project reporting to the California Transportation Commission (CTC), including submittal of a list of projects each fiscal year proposed for funding in a resolution adopted by the City Council. DISCUSSION: Through SB 1, cities are receiving additional gas tax revenue to address deferred maintenance of local streets and road systems. The City of Grand Terrace is set to receive an additional $238,700 in gas tax funding for Fiscal Year 2021-22, and $230,000 or more in additional funding each following fiscal year. There is a Maintenance of Effort requirement to receive RMRA funding. In accordance C.5 Packet Pg. 107 with Streets and Highways Code section 2036, the City must maintain its existing commitment of local funds for street purposes to remain eligible for allocations of RMRA-LSR funds. In order to receive these funds, each year the City must expend from its General Fund for street purposes an amount not less than the annual average of General Fund expenditures during fiscal years (FY) 2009-10, FY 2010-11, and FY 2011-12, as reported to the SCO, pursuant to Streets and Highways Code section 2151. This amount has been determined to be $19,489 for the City of Grand Terrace. As stated previously, each fiscal year cities must submit a list of projects adopted by the City Council that is proposed for funding. On May 12, 2020, the City Council approved the last update to the City’s SB 1 five-year Capital Improvement Plan. This resolution is required for allocation of funding for next fiscal year. Therefore, staff is recommending that Council adopt a resolution approving the Fiscal Year 2021-20 CIP list of projects to be submitted to the CTC for RMRA funding. FISCAL IMPACT: The actual cost of the street improvements will come to City Council at the time of award of contract. The SB 1 RMRA funding will provide about $238,700 in additional funding for road maintenance and pavement rehabilitation projects in Fiscal Year 2021- 22. ATTACHMENTS: • RMRA Resolution 2021-22 (DOCX) • Resolution Exhibit A (PDF) APPROVALS: Robert Eisenbeisz Completed 06/11/2021 9:22 AM City Attorney Completed 06/15/2021 4:28 PM Finance Completed 06/16/2021 9:32 AM City Manager Completed 06/17/2021 8:33 PM City Council Pending 06/22/2021 6:00 PM C.5 Packet Pg. 108 RESOLUTION NO._______ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE ADOPTING A LIST OF PROJECTS FOR FISCAL YEAR 2021-22 FUNDED BY SB 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 to address the significant multi-modal transportation funding shortfalls statewide; and WHEREAS, SB 1 includes accountability and transparency provisions that will ensure City of Grand Terrace residents are aware of the projects proposed for funding in this community and which projects have been completed each fiscal year; and WHEREAS, the City Council of the City of Grand Terrace must adopt by resolution a list of projects proposed to receive fiscal year funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and WHEREAS, the City will receive an estimated $238,700 in RMRA funding in Fiscal Year 2021-22 from SB 1; and WHEREAS, this is the fourth year in which the City is receiving SB 1 funding and will enable the City to continue essential road maintenance and rehabilitation projects, safety improvements, repairing and replacing aging bridges, and increasing access and mobility options for the traveling public that would not have otherwise been possible without SB 1; and WHEREAS, the City has undergone a robust public process to ensure public input into our community’s transportation priorities/the project list; and WHEREAS, the City used a Pavement Management System to develop the SB 1 project list to ensure revenues are being used on the most high-priority and cost-effective projects that also meet the community’s priorities for transportation investment: and WHEREAS, the funding from SB 1 will help the City maintain and rehabilitate numerous streets and add active transportation infrastructure throughout the City this year and in future years; and C.5.a Packet Pg. 109 At t a c h m e n t : R M R A R e s o l u t i o n 2 0 2 1 - 2 2 [ R e v i s i o n 1 ] ( S B 1 R e s o l u t i o n f o r 2 0 2 1 - 2 0 2 2 ) WHEREAS, the 2018 California Statewide Local Streets and Roads Needs Assessment found that the City’s streets and roads are in an “at-risk” condition and this revenue will help to increase the overall quality of the road system and over the next decade will bring City streets and roads into a “good” condition; and WHEREAS, the SB 1 projects and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge technology, materials and practices, will have significant positive benefits statewide; and WHEREAS, the City is committed to use the RMRA apportionments received and report on them as required by statute and in accordance with the program guidelines adopted by the California Transportation Commission. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GRAND TERRACE DOES RESOLVE, DETERMINE, AND ORDER AS FOLLOWS: SECTION 1. The City Council finds that the above recitals are true and correct and, accordingly, are incorporated herein as findings and made a material part of this Resolution. SECTION 2. The list of proposed streets presented in Exhibit A is hereby approved, adopted, and funded in-part or solely with fiscal year 2021-22 Road Maintenance and Rehabilitation Account revenues. SECTION 3. This Resolution shall go into full force and effect immediately. SECTION 4. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED by the City Council of the City of Grand Terrace at a regular meeting held on the ___ day of ____ 2021. ________________________________ Darcy McNaboe Mayor ATTEST: ________________________________ Debra L. Thomas C.5.a Packet Pg. 110 At t a c h m e n t : R M R A R e s o l u t i o n 2 0 2 1 - 2 2 [ R e v i s i o n 1 ] ( S B 1 R e s o l u t i o n f o r 2 0 2 1 - 2 0 2 2 ) City Clerk APPROVED AS TO FORM: ________________________________ Adrian R. Guerra City Attorney C.5.a Packet Pg. 111 At t a c h m e n t : R M R A R e s o l u t i o n 2 0 2 1 - 2 2 [ R e v i s i o n 1 ] ( S B 1 R e s o l u t i o n f o r 2 0 2 1 - 2 0 2 2 ) Street From To Area PCI Est. Start Est. Finish Min Life (yrs)Max Life VIVIENDA CT CDS VIVIENDA AVE 16,640.32 2/2022 6/2022 10 15 DE SOTO ST MIRADO AVE MOUNT VERNON AV 26,720.33 2/2022 6/2022 10 15 PICO ST MICHIGAN ST REED AVE 55,120.33 2/2022 6/2022 10 15 VAN BUREN ST WEST END MICHIGAN AVE 52,440.33 2/2022 6/2022 10 15 VAN BUREN ST REED AVE (S)MOUNT VERNON AV 56,920.33 2/2022 6/2022 10 15 VIVIENDA AVE VIVIENDA CT BARTON RD 20,256.33 2/2022 6/2022 10 15 FULMAR PL PASCAL AVE CDS 10,334.35 2/2022 6/2022 10 15 LA CADENA DRIVE LITTON AVE BARTON RD 217,792.64 2/2022 6/2022 10 15 456,222.09 SF $3.00 /SF $1,368,666 Additional Scope: Repair Damaged Curb & Gutter: 3000 L.F. at $40 Per L.F. = $120,000 Perform A.C. Dig-Outs: 5,000 Sq.Ft. at $20.00 Per Sq. Ft. = $100,000 Restore Striping: Lump Sum for all streets on this list = $50,000 FY 2019-22 Year Grand Total = $1,638,666 ATTACHMENT A Year 2021 - 2022 Pavement Rehabilitation (Grind and Overlay 2" Asphalt Concrete) C.5.b Packet Pg. 112 At t a c h m e n t : R e s o l u t i o n E x h i b i t A ( S B 1 R e s o l u t i o n f o r 2 0 2 1 - 2 0 2 2 ) AGENDA REPORT MEETING DATE: June 22, 2021 Council Item TITLE: 2021-2022 Landscape & Lighting Assessment District 89-1 Public Hearing and Adoption of Resolution Ordering the Levy and Collection of Assessments Therefore and Approval of Agreements with the County for the Collection Thereof PRESENTED BY: Shanita Tillman, RECOMMENDATION: 1) CONDUCT THE PUBLIC HEARING; AND 2) ADOPT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE APPROVING THE ENGINEER’S ANNUAL LEVY REPORT FOR, AND CONFIRMING THE DIAGRAM AND ASSESSMENT AND ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN, THE CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO. 89-1, FISCAL YEAR 2021-2022 3) Approve the “AUDITOR- CONTROLLER/TREASURER/TAX COLLECTOR AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, AND ASSESSMENTS FISCAL YEAR 2021-22” for the City and “the AUDITOR- CONTROLLER/TREASURER/TAX COLLECTOR AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, AND ASSESSMENTS FISCAL YEAR 2021-22” for the District and authorize the Mayor to sign thereof subject to City Attorney approval as to form 2030 VISION STATEMENT: This staff report supports Goal #1, "Ensuring Fiscal Viability" by ensuring proper cost recovery for services. BACKGROUND: In 1989, the City Council required developers of Tract 13364 to form Assessment District 89-1 for the purpose of maintaining the landscaping and lighting serving the project, as required by the conditions of approval. Subsequently, two other developments were required to be included, through annexation, into Assessment District 89-1. The developments (Tracts 14264 and 14471) were annexed into E.6 Packet Pg. 113 Assessment District 89-1 as Annexation No. 1. To ensure all future developments were sustainable, Staff recommended that all future developments be annexed into Assessment District 89-1. Therefore, the following amendments occurred (note that each annexation may contain more than one tract/zone): A. Greenbriar on Mt. Vernon Avenue (Tract 17766) was annexed into Assessment District 89-1 in 2016 as Annexation No. 2. B. Aegis Builders development on Pico Street (Tract 18793) was annexed into Assessment District 89-1 in 2016 as Annexation No. 3. C. Crestwood Development Project on Jaden Court (Tract 18071) was annexed into Assessment District 89-1 as Annexation No. 4 in 2018 D. Aegis-Van Buren Housing development on Tesoro Court/ Van Buren (Tract 18604) was annexed into Assessment District 89-1 as Annexation No. 5, in 2019. Each of the seven tracts comprises the boundaries of a zone in the Assessment District. The Assessment District has seven zones total with established assessments approved by Council and included in the Engineer’s Report. At the City Council meeting on May 25, 2021, the City Council adopted a Resolution ordering the preparation of plans, specification, cost estimates, diagrams, engineer’s report, and preliminary approval thereof for Landscape and Lighting District No. 89-1. DISCUSSION: This agenda item is for the purpose of conducting the public hearing and adoption of a Resolution for the annual assessment levy for maintenance of the landscaping and lighting benefiting the property owners within the tracts of the Assessment District. Staff reviewed the expenditures for Fiscal Year 2020-2021. Based on the Engineer Report's estimate, the cost of operations and maintenance for the seven Zones in Fiscal Year 2021-2022 will differ from the cost of last year. Based upon the analysis, the assessment amount will increase to a combined total of $57,324.40 for Fiscal Year 2021-2022. Servicing and administering the City’s landscape maintenance program shall be according to the provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15, of the Street and Highways Code of the State of California. The Proceedings will be conducted under the Landscaping and Lighting Act of 1972, Part 2, Division 15, Sections 22500 through 22679 of the Streets and Highways Code of the State of California. E.6 Packet Pg. 114 Also attached to this report are the “Auditor-Controller/Treasurer/Tax Collector Agreement for Collection of Special Taxes, Fees, and Assessments Fiscal Year 2021- 22” for the City and the “Auditor-Controller/Treasurer/Tax Collector Agreement for Collection of Special Taxes, Fees, and Assessments Fiscal Year 2021-22” for the District. Both of these agreements need to be entered into in order for the County to collect the levy on behalf of the District/City. FISCAL IMPACT: The Engineer's Report has estimated the fiscal impact will be $57,324.40 to maintain the Assessment District. Most of this amount will be reimbursed to the City through the levy which is collected along with property taxes by the County of San Bernardino for each parcel; however, there is an expected shortfall of $3,717.92. This is due to the inability to increase the levy amount for Zone 1 without the approval of the owners through a Proposition 218 process. The shortfall amount of $3,717.92 will be an impact to the General Fund in FY 2021-2022. ATTACHMENTS: • I. Public Hearing Instruction Sheet (DOCX) • II. FY21-22 Engineer's Report (PDF) • III. Tract Maps Zone 1-7 (PDF) • IV. Resolution - Levy of Assessments (DOCX) • FY 2021-22 Special Assessments - City Agreement (PDF) • FY 2021-22 Special Assessments - District Agreement (PDF) APPROVALS: Shanita Tillman Completed 06/09/2021 12:24 PM City Attorney Completed 06/15/2021 4:47 PM Finance Completed 06/16/2021 9:58 AM City Manager Completed 06/17/2021 8:37 PM City Council Pending 06/22/2021 6:00 PM E.6 Packet Pg. 115 INSTRUCTION SHEET – PUBLIC HEARING CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO. 89-1 PUBLIC HEARING MAJORITY PROTEST: Any interested person may file a written protest with the City Clerk, stating the grounds for their objection. Said protest shall contain a description of the property sufficient to identified said property. All interested persons shall be afforded the opportunity to be heard at the Public Hearing. If written protests submitted, and not withdrawn, constitutes in excess of fifty (50%) percent of the total value of the assessment, the proceedings must be abandoned. ASSESSMENT ROLL If there are to be no changes or modifications in the individual assessment amounts, then the assessment roll as previously prepared should be confirmed. A copy of the confirmed assessments should be filed in the Office of the City Engineer, with a duplicate copy on file in the office of the City Clerk and open for public inspection. RESOLUTION CONFIRMING ASSESSMENT The adoption of this Resolution constitutes the levy of the special assessment for the fiscal year so referred to in the assessment. COUNTY AUDITOR Immediately after the adoption of the Resolution Confirming the Diagram and the Assessment, and no later than August 10, 2021, the Clerk shall file a copy of the assessment diagram and the assessment, or a certified copy thereof, with the County Auditor. I would recommend that together with a copy of the diagram and assessment, a certified copy of the Resolution Confirming the Assessment be forwarded also. FISCAL YEAR The Assessment, as levied for these proceedings, will relate to the fiscal year commencing July 1, 2021, and ending June 30, 2022. Note that an annual updating of the proceedings will be required for each subsequent fiscal year to accomplish the levy for the ensuing fiscal year. E.6.a Packet Pg. 116 At t a c h m e n t : I . P u b l i c H e a r i n g I n s t r u c t i o n S h e e t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) FUTURE PROCEEDINGS Be advised that it is necessary, each year, to update the Engineer’s Report and approve said Report for the ensuing fiscal year. CHANGES AND MODIFICAITONS AT HEARING During the course of the Public Hearing, or upon the conclusion of said hearing, the legislative body may order changes in the improvements, the boundaries of the District, or any zones thereof. The legislative body may, without further notice, order the exclusion of territory from the district, but no property shall be added to said District except upon the following terms and conditions: a. Upon written request by a property owner for the inclusion of his property; b. Upon the legislative body declaring its intention to add additional property and directing that mailed notice be given to the property owners within the proposed annexed. I would recommend that if any changes are to be considered, the matter be continued so that the proper documentation can be drafted. E.6.a Packet Pg. 117 At t a c h m e n t : I . P u b l i c H e a r i n g I n s t r u c t i o n S h e e t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) City of Grand Terrace Landscaping and Lighting Assessment District No. 89-1 2021/2022 ENGINEER’S REPORT Intent Meeting: May 25, 2021 Public Hearing: June 22, 2021 27368 Via Industria Suite 200 Temecula, CA 92590 T 951.587.3500 | 800.755.6864 F 951.587.3510 www.willdan.com E.6.b Packet Pg. 118 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) ENGINEER'S REPORT AFFIDAVIT Establishment of Annual Assessments for the: Landscaping and Lighting Assessment District No. 89-1 City of Grand Terrace, County of San Bernardino, State of California This Report describes the improvements, budgets, parcels and assessments to be levied for Fiscal Year 2021/2022. Reference is hereby made to the San Bernardino County Assessor’s maps for a detailed description of the lines and dimensions of the parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council. Dated this ____________ day of ______________, 2021. Willdan Financial Services Assessment Engineer On Behalf of the City of Grand Terrace By: ________________________________ Chonney Gano, Project Manager District Administration Services By: ________________________________ Tyrone Peter P. E. # C 81888 E.6.b Packet Pg. 119 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) TABLE OF CONTENTS INTRODUCTION ............................................................................................................. 1 Section I. PLANS AND SPECIFICATIONS ................................................................ 3 Improvements Authorized by the 1972 Act .............................................................. 3 District Plans and Specifications .............................................................................. 4 Section II. METHOD OF APPORTIONMENT ............................................................... 8 Proposition 218 Benefit Analysis ............................................................................. 9 Benefit Analysis ......................................................................................................... 9 Assessment Methodology ....................................................................................... 11 Assessment Range Formula ................................................................................... 11 Section III. ESTIMATE OF IMPROVEMENT COSTS .................................................. 13 Section IV. ASSESSMENT DIAGRAMS ..................................................................... 21 Section V. ASSESSMENT ROLL ............................................................................... 28 E.6.b Packet Pg. 120 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 1 INTRODUCTION The City Council of the City of Grand Terrace (the “City”) adopted its General Plan with various elements to provide guidelines for orderly development within the community. The City Council further adopted ordinances and regulations governing the development of land providing for the installation and construction of certain landscaping, lighting and appurtenant facilities to enhance the quality of life and to benefit the value of property. The requirement for the construction and installation of landscaping, lighting and appurtenant facilities is a condition of approval for development and is a requirement of issuance of a permit for the construction of any residential, commercial, industrial and planned unit development. The installation of landscaping and lighting systems and the construction of the necessary appurtenant facilities is the responsibility of the property owner/applicant, as conditions of approval of a development application. The City may cause the installation by property owners directly, or accept financial arrangements for installation of these facilities. The cost of servicing, operation, maintenance, repair and replacement of the landscaping, lighting and appurtenant facilities in turn becomes the responsibility of the benefitting properties. The owners/applicants petitioned for formation of the Landscaping Lighting Assessment District and/or annexation. These have been completed, and will increase the City’s obligation for maintenance and servicing. The City of Grand Terrace is administering a lighting system for the benefit of all parcels of land within the City. The lighting benefit is directly related to public safety and property protection. These benefits have been studied widely, locally, regionally and nationally. The City formed Landscaping and Lighting Assessment District 89-1 (the “District”) in 1989 and subsequently annexed other parcels as Annexation No. 1, Annexation No. 2 Annexation No. 3, Annexation No. 4, and Annexation No. 5 to said District to ensure a fair and equitable levying of the necessary costs of servicing and maintenance of the respective facilities, which in turn will enhance the value of each and every parcel in the District directly and collectively. The boundaries of the District, which include Annexations 1, 2, 3, 4, and 5 are the boundaries of Zone 1 - Tract 13364 filed in Map Book 203, Pages 89 through 92, Records of San Bernardino County (the “County”). The boundaries of Zone 2 - Tract 14264 and Zone 3 – Tract 14471 filed in Map Book 242, Pages 17 and 18, Zone 4 – Tract 17766 filed in Map Book 237, Pages 41 and 42, and Zone 5 – Tract 18793 filed in Map Book 115, Pages 81-82. The boundaries of Zone 6 – Tract 18071 and Zone 7 – 18604 filed in Map Book 1178 Page 18 and Map Book 1167 Page 34, respectively, of the County. Servicing and administration of the City’s landscape maintenance program shall be according to the provisions of the Landscaping and Lighting Act of 1972, Part 2, Division E.6.b Packet Pg. 121 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 2 15 of the Streets and Highways Code of the State of California (the “1972 Act”). Payment for the assessment for each parcel will be made in the same manner and at the same time as payments are made for property taxes for each property. The proceedings will be conducted under the 1972 Act Sections 22500 through 22679. This Engineer’s Report (the “Report”) is presented for the purpose of levy of annual assessment to the above described properties for the purpose of maintaining the lighting and landscaping during the Fiscal Year 2021/2022. This Report contains the necessary data required to conduct the proceedings and is submitted to the Clerk of the City for filing. The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (“APN”) by the San Bernardino County (the “County”) Assessor’s Office. The County Auditor/Controller uses Assessor’s Parcel Numbers and a dedicated fund number established for the District to identify properties to be assessed on the tax roll and the allocation of the funds collected. This Report consists of the following sections: Section I Plans and Specifications: Description of the District's improvements are filed herewith and made a part hereof. Said plans and specifications are on file in the Office of the City Clerk. Section II Method of Apportionment: A discussion of the general and special benefits associated with the overall landscaping street lighting improvements provided within the District (Proposition 218 Benefit Analysis). This section also includes a determination of the proportional costs of the special benefits and a separation of costs considered to be of general benefit (and therefore not assessed). This section of the Report also outlines the method of calculating each property’s proportional special benefit. Section III Estimate of Improvement Costs: An estimate of the cost of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk. E.6.b Packet Pg. 122 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 3 Section IV Assessment Diagrams: A diagram showing the boundaries of the District is provided in this Report and includes all parcels that receive special benefits from the improvements. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of all parcels as shown on the County Assessor's Parcel Maps as they existed at the time this Report was prepared and shall include all subsequent subdivisions, lot-line adjustments or parcel changes therein. Reference is hereby made to the County Assessor’s maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District. Section V Assessment Roll: A listing of the proposed assessment amount for each parcel within the District. The proposed assessment amount for each parcel is based on the parcel’s calculated proportional special benefit as outlined in the method of apportionment and proposed assessment rate established in the District Budget. These assessment amounts represent the assessments proposed to be levied and collected on the County Tax Rolls for Fiscal Year 2021/2022. Section I. PLANS AND SPECIFICATIONS Improvements Authorized by the 1972 Act As applicable or may be applicable to this District, the 1972 Act defines improvements to mean one or any combination of the following: • The installation or planting of landscaping. • The installation or construction of statuary, fountains, and other ornamental structures and facilities. • The installation or construction of public lighting facilities. • The installation or construction of any facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities. • The maintenance or servicing, or both, of any of the foregoing. • The acquisition of any existing improvement otherwise authorized pursuant to this section. E.6.b Packet Pg. 123 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 4 Incidental expenses associated with the improvements including, but not limited to: • The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment; • The costs of printing, advertising, and the publishing, posting and mailing of notices; • Compensation payable to the County for collection of assessments; • Compensation of any engineer or attorney employed to render services; • Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements; • Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5. • Costs associated with any elections held for the approval of a new or increased assessment. The 1972 Act defines "maintain" or "maintenance" to mean furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including: • Repair, removal, or replacement of all or any part of any improvement. • Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury. • The removal of trimmings, rubbish, debris, and other solid waste. • The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. District Plans and Specifications The District provides the necessary funding source for the annual maintenance, operation and servicing of the improvements that have been constructed and installed for the benefit of properties within the District. Landscaping and appurtenant facilities generally include trees, shrubs, plants, turf, irrigation systems, and necessary appurtenances including curbs, hardscape, monumentations, fencing located in public right-of-ways, medians, parkways, and/or easements adjacent to public right-of-ways, in and along public thoroughfares and certain designated primary and secondary arterials. Lighting and appurtenant facilities includes poles, lighting fixtures, conduits and the E.6.b Packet Pg. 124 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 5 necessary equipment to maintain, operate and replace a lighting system at designated intersections, in medians, parkways and adjacent to certain public facilities in and along certain streets, right-of-ways and designated lots. The installation of planting, landscaping, irrigation systems, lighting and the construction of appurtenant facilities to be operated, serviced and maintained, is more specifically described herein whereas, the landscaping and lighting facilities have been or will be provided by developers as a condition of subdivision of land, on part of the Conditional Use review and approval process. A. ZONES OF BENEFIT In an effort to ensure an appropriate allocation of the estimated annual cost to provide the District improvements based on proportional special benefits, this District is established with benefit zones (“Zones”) as authorized pursuant to Chapter 1 Article 4, Section 22574 of the 1972 Act: “The diagram and assessment may classify various areas within an assessment district into different zones where, by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements. A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements.” The parcels, lots, subdivisions and developments within the District are identified and grouped into one of seven (7) Zones. Each Zone reflects the landscape improvements associated with the development of properties in that Zone, in order to fairly and equitably apportion the net cost of providing those improvements to the properties that receive special benefits from the service and activities associated with those improvements. All of the parcels in the District are identified as single-family residential properties within three residential developments. These residential developments have been grouped into seven different Zones that reflects each specific budget and improvements for that particular Zone. By establishing and utilizing a Zone structure, similar properties with similar types of improvements will be assessed a proportional amount for the services and activities provided by the District within each respective Zone. The improvements are the operation, maintenance and servicing of landscaping, lighting and appurtenant facilities described as follows: Zone 1 - Tract 13364 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District. E.6.b Packet Pg. 125 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 6 (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District. A total of 5 street lights are included in the boundaries of this development. Zone 2 - Tract 14264 (a) Lighting Poles, fixtures, bulbs, conduits, equipment, posts, pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District. A total of 7 street lights are included in the boundaries of this development. Zone 3 - Tract 14471 (a) Landscaping Landscaping, planting shrubbery, trees, and vines with Lot “A” of said Tract 14471, along with irrigation system for the improvements within Lot “A”. (b) Lighting Poles, fixtures, conduits, equipment, posts, pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of- ways and easements within the boundaries of the District. A total of 6 street lights are maintained within the boundaries of this development. Zone 4 – Tract 17766 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District. (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the E.6.b Packet Pg. 126 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 7 District. A total of 1 street light is included in the boundaries of this development. Zone 5 – Tract 18793 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District. (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District. A total of 5 street lights are included in the boundaries of this development. Zone 6 – Tract 18071 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District. Additionally,, the District will include the maintenance of a water quality basin, designed for storm water runoff purposes. (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District. A total of 4 street lights are included in the boundaries of this development. E.6.b Packet Pg. 127 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 8 Zone 7 – Tract 18604 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District. Additionally, the District will include graffiti removal on the block wall along the east side of the Gage Canal within the western boundary of the tract, streetlights, and street trees along Tesoro Court and Van Buren Street. Lot: B” of said tract is designated as a retention basin and will be maintained as a dual-purpose basin, for retaining water and for a small playground. (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District. A total of 3 street lights are included in the boundaries of this development. Section II. METHOD OF APPORTIONMENT The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation, and servicing of street lighting improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value: “The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.” The formulas used for calculating assessments reflect the composition of parcels within the District (which are all residential properties) and the improvements and activities to be provided, and have been designed to fairly apportion costs based on a determination of the proportional special benefits to each parcel within each Zone, consistent with the requirements of the 1972 Act and the provisions of Proposition 218 and Article XIII D of the California Constitution (“Article XIID”). For each Zone within the District, each parcel represents one (1) Equivalent Benefit Unit (“EBU”). The following formula is used to arrive at the levy amount for each parcel within E.6.b Packet Pg. 128 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 9 each Zone: Levy per EBU (rate) x Parcel’s EBU = Parcel Levy Amount Proposition 218 Benefit Analysis The costs of the proposed improvements for Fiscal Year 2021/2022 have been identified and allocated to properties within the District based on special benefit. The improvements provided by this District and for which properties are assessed are public street lighting and landscaping improvements. These improvements generally were installed in connection with the development of the properties within the District. Article XIIID Section 2(d) defines District as follows: “District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property-related service”; Article XIIID Section 2(i) defines Special benefit as follows: “Special benefit” means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute “special benefit.” Article XIIID Section 4(a) defines proportional special benefit assessments as follows: “An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.” Benefit Analysis Special Benefit The special benefits properties within the District will receive from the proposed improvements include, but are not limited to: • Improved aesthetic appeal of nearby properties providing a positive representation of the area and properties. • Enhanced adaptation of adequate green space, trees, and amenities Total Balance to Levy = Levy per EBU Total EBU E.6.b Packet Pg. 129 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 10 within the urban environment. • Increased sense of pride in ownership of properties within the District resulting from their association with well-maintained improvements. • Enhanced quality of life and working environment within the area that is promoted by well-maintained landscaped areas and amenities. • Reduced criminal activity and property-related crimes (especially vandalism) against properties in the District through well-maintained surroundings and amenities within public areas. • Increased social opportunities and leisure activities for customer’s residents and families, provided by a well-maintained neighborhood destination place for relaxation, socializing, and entertainment that is within easy walking distance. • Enhanced environmental quality of the parcels by moderating temperatures, providing oxygenation and attenuating noise. The preceding special benefits contribute to the overall aesthetic value and desirability of each of the assessed parcels within the District and thereby provide a special enhancement to these properties. Furthermore, it has been determined that the lack of funding to properly service and maintain the improvements would ultimately result in the deterioration of the improvements and facilities, which in turn could negatively impact the properties within the District. As such, the annual costs of ensuring the ongoing maintenance and operation of these improvements are considered a distinct and special benefit to the properties within the District and are therefore considered the financial obligation of those properties. The cost of any improvement or portion thereof that is considered to be of general benefit shall not be included as part of the special benefit assessments allocated to properties within the District. General Benefit In the absence of a special funding District, the City would typically provide only weed abatement and erosion control services for landscaped areas. The cost to provide this baseline level of service is approximately $0.01 per square foot for landscape areas that require maintenance. Zone 1 – Tract 13364 has approximately 29,100 square feet of landscape space, Zone 2 – Tract 14264 has no landscaping area that the City maintains and Zone 3 – Tract 14471 has approximately 9,045 square feet of landscape space, Zone 4 – Tract 17766 has approximately 3,856 square feet of landscaped space, Zone 5 – Tract 18793 has approximately 4,668 square feet of landscaped space, Zone 6 – Tract 18071 has approximately 61,750 square feet of landscaped space, Zone 7 – Tract 18604 has approximately 3,239 square feet of landscaped space. The proposed budgets for Fiscal Year 2021/2022 show the general benefit amount which will be deducted from the cost of maintenance to arrive at a net special benefit assessment rate. E.6.b Packet Pg. 130 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 11 Assessment Methodology This District was formed to establish and provide for the improvements that enhance the presentation of the surrounding properties and developments. These improvements will directly benefit the parcels to be assessed within the District. The assessments and method of apportionment is based on the premise that the assessments will be used to construct and install landscape and lighting improvements within the existing District as well as provide for the annual maintenance of those improvements, and the assessment revenues generated by District will be used solely for such purposes. The costs of the proposed improvements have been identified and allocated to properties within the District based on special benefit. The improvements to be provided by this District and for which properties will be assessed have been identified as an essential component and local amenity that provides a direct reflection and extension of the properties within the District which the property owners and residents have expressed a high level of support. The method of apportionment (method of assessment) set forth in the Report is based on the premise that each assessed property receives special benefits from the landscape and lighting improvements within the District, and the assessment obligation for each parcel reflects that parcel’s proportional special benefits as compared to other properties that receive special benefits. To identify and determine the proportional special benefit to each parcel within the District, it is necessary to consider the entire scope of the improvements provided as well as the properties that benefit from those improvements. The improvements and the associated costs described in this Report, have been carefully reviewed and have been identified and allocated based on a benefit rationale and calculations that proportionally allocate the net cost of only those improvements determined to be of special benefit to properties within the District. Assessment Range Formula Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in the Brown Act defined a "new or increased assessment" to exclude certain conditions. These conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919 (the Proposition 218 implementing legislation). The purpose of establishing an assessment range formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which could add to the District costs and assessments. As part of the District formation, balloting of property owners is required pursuant to the E.6.b Packet Pg. 131 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 12 Article XIIID Section 4. The property owner ballots include an Assessment to be approved, as well as the approval of an assessment range formula. The assessment range formula for District assessments may be applied to future assessments within the District commencing with Fiscal Year 2018/2019 for Zone 4 – Tract 17766 and Zone 5 – Tract 18793, Fiscal Year 2019/2020 for Zone 6 – Tract 18071 and Fiscal Year 2020/2021 for Zone 7. Zone 1 – Tract 13364, Zone 2 – Tract 14264 and Zone 3 14471 does not have an increase in assessments. The following describes the assessment range formula: The Maximum Assessment is equal to the initial Assessment approved by property owners adjusted annually by the percentage increase of the Local Consumer Price Index (“CPI”) plus two percent (2%). As of January 2018, the Bureau of Labor Statistics (the “BLS”) split the Los Angeles-Riverside-Orange County Area for all Urban Consumers to Los Angeles-Long Beach-Anaheim area and Riverside-San Bernardino- Ontario Area. Each fiscal year, the Maximum Assessment will be recalculated, and a new Maximum Assessment established. Currently, the District uses the Annual Riverside-San Bernardino-Ontario CPI index to compute the CPI difference each year. For Fiscal Year 2021/2022, the percentage difference is 1.8600%. Therefore, the Maximum Assessment will increase by 3.8600%. The Maximum Assessment is adjusted annually and is calculated independent of the annual budgets and proposed assessments established for each Zone of the District. Any proposed annual assessment (rate per EBU) less than or equal to this Maximum Assessment (for each Zone) is not considered an increased assessment, even if the proposed assessment is much greater than the assessment applied in the prior fiscal year. E.6.b Packet Pg. 132 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 13 Section III. ESTIMATE OF IMPROVEMENT COSTS In accordance with Streets and Highways Code Section 22660(a), the City Council has determined that the estimated cost of certain proposed improvements, described in Section 22525, subdivisions (a) through (d), are greater than can conveniently be raised from a single assessment, and, as a result, shall be collected in installments and held in a reserve account. In particular, Zone 1, Zone 3, Zone 4, Zone 5, Zone 6, and Zone 7 requires trimming and pruning landscaping services that are proposed to be performed every five years. The proposed assessment includes a budgeted amount for trimming and pruning to collect for these services. The following outlines the budget to fund the District improvements based on the improvements to be maintained and the associated incidental expenses for Fiscal Year 2021/2022, resulting in the proportional assessments calculated for each parcel that will be applied to the County Tax Rolls for Fiscal Year 2021/2022. The cost of maintaining improvements for Fiscal Year 2021/2022 are summarized as follows: E.6.b Packet Pg. 133 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 14 Zone 1 Tract 13364 – Canal Budget Item Fiscal Year 2021/22 Current Assessment Energy Costs – Street Lighting $597.60 Water Supply 2,716.32 Trimming and Removal* 1,102.00 Contract Maintenance 2,080.00 Legal 600.00 Engineering 600.00 Administrative Cost 1,000.00 Pruning Cycle Maintenance** 302.00 Annual Costs Total $8,997.92 General Benefit - Collection/(Contribution) ($291.00) General Fund - Collection/(Contribution) ($3,060.32) Balance to Levy $5,646.60 Assessment per Parcel $282.3300 Max Assessment per Parcel $282.3300 Number of Parcels (EBU) 20 * Trimming and removal was a onetime service and the cost will be spread over the next five years. **Pruning services are performed every five years; the total cost of these services are spread over five years. E.6.b Packet Pg. 134 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 15 Zone 2 Tract 14264 – Forrest City Phase II Budget Item Fiscal Year 2021/22 Current Assessment Energy Costs – Street Lighting $697.00 Legal 600.00 Engineering 600.00 Administrative Cost 176.24 Annual Costs Total $2,073.24 General Benefit - Collection/(Contribution)* $0.00 General Fund - Collection/(Contribution) ($657.60) Balance to Levy $1,415.64 Assessment per Parcel $1,415.6400 Max Assessment per Parcel $1,415.6400 Number of Parcels (EBU) 1 *Parcels under zone 2 receive no general benefit, because there is no landscaping. E.6.b Packet Pg. 135 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 16 Zone 3 Tract 14471 – Oriole Budget Item Fiscal Year 2021/22 Current Assessment Energy Costs – Street Lighting $498.00 Water Supply 488.41 Capital Reserve/Replacement Parts 371.16 Contract Maintenance 1,040.00 Legal 600.00 Engineering 600.00 Administrative Cost 1,296.03 Pruning Cycle Maintenance* 466.00 Annual Costs Total $5,359.60 General Benefit - Collection/(Contribution) ($90.45) General Fund - Collection/(Contribution) $0.00 Balance to Levy $5,269.15 Assessment per Parcel $309.9500 Max Assessment per Parcel $309.9500 Number of Parcels (EBU) 17 * Pruning services are performed every five years, the total cost of these services will be spread over five years. * Total may not foot due to rounding. E.6.b Packet Pg. 136 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 17 Zone 4 Tract 17766 – Greenbriar Budget Item Fiscal Year 2021/22 Current Assessment Energy Costs – Street Lighting $120.00 Electrical Use for Irrigation 120.00 Water Supply 480.00 Trimming and Removal 640.00 Capital Reserve/Replacement Parts 5,369.25 Contract Maintenance 1,388.00 Legal 600.00 Engineering 600.00 Auditor Controller Charges 20.00 Administrative Cost 600.00 Annual Costs Total $9,937.25 General Benefit - Collection/(Contribution) ($38.56) HOA - Collection/(Contribution) ($3,839.44) General Fund - Collection/(Contribution) $0.00 Balance to Levy $6,059.25 Assessment per Parcel $173.1200 Max Assessment per Parcel $173.1215 Number of Parcels (EBU) 35 E.6.b Packet Pg. 137 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 18 Zone 5 Tract 18793 – Palomino Budget Item Fiscal Year 2021/22 Current Assessment Energy Costs – Street Lighting $360.00 Perimeter Wall 850.00 Trimming and Removal 1,300.00 Capital Reserve/Replacement Parts 1,112.70 Contract Maintenance 1,120.00 Legal 600.00 Engineering 600.00 Auditor Controller Charges 20.00 Administrative Cost 600.00 Annual Costs Total $6,562.70 General Benefit - Collection/(Contribution) ($46.68) General Fund - Collection/(Contribution) $0.00 Balance to Levy $6,516.02 Assessment per Parcel $543.0000 Max Assessment per Parcel $543.0013 Number of Parcels (EBU) 12 * Balance to levy may not foot with Preliminary Roll due to rounding. E.6.b Packet Pg. 138 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 19 Zone 6 Tract 18071 – Jaden Budget Item Fiscal Year 2021/22 Current Assessment Street Lighting $672.00 Water 0.00 Bryce Court Pavement Sealing 786.00 Trimming & Pruning 390.00 Capital Reserve / Replacement Parts 8,428.06 Contract Maintenance 14,820.00 Legal 1,000.00 Engineering 850.00 Auditor Controller Charges 20.00 Publishing/Noticing, Misc. 200.00 Annual Costs Total $27,166.06 General Benefit - Collection/(Contribution) ($617.50) General Fund - Collection/(Contribution) $0.00 Balance to Levy $26,548.56 Assessment per Parcel $1,561.6800 Max Assessment per Parcel $1,561.6806 Number of Parcels (EBU) 17 E.6.b Packet Pg. 139 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 20 Zone 7 Tract 18604 – Tesoro/Van Buren Budget Item Fiscal Year 2021/22 Current Assessment Street Lighting $360.00 Water 0.00 Perimeter Wall 600.00 Trimming & Pruning 1,430.00 Capital Reserve / Replacement Parts 664.64 Contract Maintenance 777.00 Legal 1,000.00 Engineering 850.00 Auditor Controller Charges 20.00 Publishing/Noticing, Misc. 200.00 Annual Costs Total $5,901.64 General Benefit - Collection/(Contribution) ($32.39) General Fund - Collection/(Contribution) $0.00 Balance to Levy $5,869.25 Assessment per Parcel $345.2500 Max Assessment per Parcel $345.2578 Number of Parcels (EBU) 17 Note: Total may not foot due to rounding. The total approved assessment for Fiscal Year 2021/2022 is $57,324.40 E.6.b Packet Pg. 140 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 21 Section IV. ASSESSMENT DIAGRAMS An Assessment Diagram for the District has been submitted to the Clerk of the City in the format required under the provision of the Act. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the Assessor of the County of San Bernardino, for the year when this Report was prepared, and are incorporated by reference herein and made part of this Report. The following pages show the boundaries of each of the Zones in the District. E.6.b Packet Pg. 141 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 22 E.6.b Packet Pg. 142 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 23 E.6.b Packet Pg. 143 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 24 CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 4 E.6.b Packet Pg. 144 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 25 CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 5 E.6.b Packet Pg. 145 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 26 CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT Zone 6 E.6.b Packet Pg. 146 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 27 CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 7 E.6.b Packet Pg. 147 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 28 Section V. ASSESSMENT ROLL The description of each lot or parcel is part of the records of the Assessor of the County of San Bernardino and these records are, by reference, made part of this Report. The proposed assessment and the amount of assessment for Fiscal Year 2021/2022 apportioned to each lot or parcel is shown below. E.6.b Packet Pg. 148 At t a c h m e n t : I I . F Y 2 1 - 2 2 E n g i n e e r ' s R e p o r t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 22 E.6.c Packet Pg. 149 At t a c h m e n t : I I I . T r a c t M a p s Z o n e 1 - 7 ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 23 E.6.c Packet Pg. 150 At t a c h m e n t : I I I . T r a c t M a p s Z o n e 1 - 7 ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 24 CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 4 E.6.c Packet Pg. 151 At t a c h m e n t : I I I . T r a c t M a p s Z o n e 1 - 7 ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 25 CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 5 E.6.c Packet Pg. 152 At t a c h m e n t : I I I . T r a c t M a p s Z o n e 1 - 7 ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 26 CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT Zone 6 E.6.c Packet Pg. 153 At t a c h m e n t : I I I . T r a c t M a p s Z o n e 1 - 7 ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) 2021/2022 City of Grand Terrace - L&L AD No. 89-1 Page 27 CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 7 E.6.c Packet Pg. 154 At t a c h m e n t : I I I . T r a c t M a p s Z o n e 1 - 7 ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t D i s t r i c t 8 9 - 1 ) RESOLUTION NO. 2021- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE APPROVING THE ENGINEER’S ANNUAL LEVY REPORT FOR, AND CONFIRMING THE DIAGRAM AND ASSESSMENT AND ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN, THE CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO. 89-1, FISCAL YEAR 2021-2022 WHEREAS, the City Council of the City of Grand Terrace (hereafter referred to as the “City Council”) has previously formed and levied annual assessments for the CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO. 89-1 (hereafter referred to as the “District”), pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500 (hereafter referred to as the “Act”); and WHEREAS, the City Council has by adoption of Resolution No. 2021-14 initiated proceedings to establish the proposed annual assessments for Fiscal Year 2021-2022 and ordered the preparation of an Engineer’s Annual Levy Report (hereafter referred to as the “Report”) for the District pursuant to Chapter 3, Section 22622 of the Act; and WHEREAS, the Act provides for the levy and collection of assessments to pay for the maintenance, operation and services of the improvements and facilities related to an assessment district; and WHEREAS, the City Council has retained Willdan Financial Services for the purpose of assisting with the establishment of the assessments and to prepare and file the Report with the City Clerk in accordance with Chapter 1, Article 4 (commencing with Section 22565) the Act; and WHEREAS, the City Council has received the Report prepared in connection with the District for Fiscal Year 2021-2022; and WHEREAS, the City Council, after notice duly given as required by law, held a public hearing on June 22, 2021, at 6:00 p.m., in the Grand Terrace City Hall City Council chambers (located at 22795 Barton Rd, Grand terrace, CA 92313) to consider the proposed annual levy of assessments for the District; and WHEREAS, the City Council has carefully examined and reviewed the Report as presented and is satisfied that the assessments have been spread in accordance with the E.6.d Packet Pg. 155 At t a c h m e n t : I V . R e s o l u t i o n - L e v y o f A s s e s s m e n t s [ R e v i s i o n 1 ] ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t benefits received from the improvements, operation, maintenance and services to be performed within the District; and WHEREAS, the levy and collection of assessments shall be collected by the County of San Bernardino for the City of Grand Terrace to pay the costs and expenses of operating, maintaining and servicing of lighting facilities, landscaping, and the appurtenant facilities and operations related thereto located within public places in the City; and WHEREAS, the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council, a Report, including an assessment diagram for the District (“Diagram”), in connection with the proposed levy and collection of assessments upon eligible parcels of land within the District, and the City Council did by previous Resolution approve such Report; and WHEREAS, the City Council conducted property owner protest ballot proceedings relating to the levy and collection of annual assessments and assessment range formula related thereto as described in the Engineer’s Report, in accordance with and in compliance with the provisions of the California Constitution Article XIIID; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2021 and ending June 30, 2022 in an amount not to exceed the maximum rate approved by the voters, to pay the costs and expenses of operating, maintaining and servicing of lighting facilities, landscaping, and the appurtenant facilities and operations related thereto located within public places in the City. NOW, THEREFORE, IT IS HEREBY RESOLVED BY THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA AS FOLLOWS: Section 1. The preceding recitals are true and correct and incorporated herein by this reference. Section 2. The Report presented consists of the following: a. A Description of the District and Improvements; b. The territories and properties within the District; c. The Annual Budget (Costs and Expenses of Services, Operation and Maintenance); and d. The method of apportionment for calculating the assessment for each of the assessed parcels and/or a collection roll E.6.d Packet Pg. 156 At t a c h m e n t : I V . R e s o l u t i o n - L e v y o f A s s e s s m e n t s [ R e v i s i o n 1 ] ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t containing the proposed levy amount for each assessed parcel within the District for Fiscal Year 2021-2022. Section 3. The City Council hereby approves the Report and the assessments contained therein and finds that the assessments so described comply with the provisions of the California Constitution Article XIIID. Section 4. This Report is hereby ordered to be filed in the Office of the City Clerk as a permanent record and to remain available to public inspection. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation and approval of the Report. Section 5. The City Council determines that, upon the conclusion of the Public Hearing, protests filed and not withdrawn, did not represent property owners being obligated for more than fifty percent (50%) of the total assessments within the District. Section 6. The City Council hereby confirms and adopts the diagram and assessments as set forth and contained in the Engineer’s Report and orders the annual levy of the assessment for the fiscal year and in the amounts as set forth in the Engineer’s Report and as referred to in the Resolution of Intention as previously adopted relating to said annual assessment levy. Section 7. The City Council hereby affirms that the adoption of this Resolution constitutes the levy of the assessment for fiscal year 2021-2022. Section 8. The City Council hereby finds that the estimates of costs, the assessment diagram, the assessment and all other matters, as set forth in Engineer’s “Report”, pursuant to said “Landscaping and Street Lighting Act of 1972”, as submitted, are hereby approved, adopted by this City Council and hereby confirmed. Section 9. The City Council determines that the Maintenance works of improvements contemplated by the Resolution of Intention shall be performed pursuant to law and the County Auditor shall enter on the County Assessment Roll the amount of the Assessment and said assessment shall then be collected at the same time and in the same manner as the County Taxes are collected. After collection by said County, the net amount of the assessment shall be paid to the City Treasurer of said City. Section 10. The City Council hereby affirms that the City has previously established a special fund known as the SPECIAL FUND CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO. 89-1 E.6.d Packet Pg. 157 At t a c h m e n t : I V . R e s o l u t i o n - L e v y o f A s s e s s m e n t s [ R e v i s i o n 1 ] ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t Into which the City shall place all monies collected by the Tax Collector pursuant to the provision of this Resolution and law and including any surplus amounts in those funds established for the existing Districts and said monies have been made available to said City Treasurer. Section 11. The City Clerk is hereby ordered and directed to file a certified copy of the diagram and assessment roll with the County Auditor, together with a certified copy of this Resolution upon its adoption. Section 12. The certified copy of the assessment and diagram shall be filled in the office of the City Engineer, with a duplicate copy on file in the Office of the City Clerk and open for public inspection. Section 13. The City Clerk shall certify to the passage and adoption of this resolution. Section 14. This Resolution shall take effect immediately. PASSED, APPROVED AND ADOPTED by the City Council of the Grand Terrace at a regular meeting held on the 22nd day of June 2021. _____________________________ Darcy McNaboe Mayor ATTEST: _________________________________ Debra L. Thomas City Clerk APPROVED AS TO FORM ______________________________ Adrian R. Guerra City Attorney E.6.d Packet Pg. 158 At t a c h m e n t : I V . R e s o l u t i o n - L e v y o f A s s e s s m e n t s [ R e v i s i o n 1 ] ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO ) CITY OF GRAND TERRACE ) I, Debra L. Thomas, City Clerk of the CITY OF GRAND TERRACE, CALIFORNIA, DO HEREBY CERTIFY that the foregoing Resolution, being Resolution No. 2021- ________ was duly passed, approved and adopted by the City Council, approved and signed by the Mayor, and attested by the City Clerk, all at the regular meeting of said City Council held on the 22nd day of June 2021, and that the same was passed and adopted by the following vote: AYES: NOES: ABSENT: ABSTAIN: EXECUTED this 22nd day of June 2021, at Grand Terrace, California. _________________________________ Debra L. Thomas City Clerk E.6.d Packet Pg. 159 At t a c h m e n t : I V . R e s o l u t i o n - L e v y o f A s s e s s m e n t s [ R e v i s i o n 1 ] ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t 1 of 3 AGCY____ AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, AND ASSESSMENTS FISCAL YEAR 2021-22 THIS AGREEMENT is made and entered into this _____ day of _________________, 2021, by and between the COUNTY OF SAN BERNARDINO, hereinafter referred to as “County” and the_______________________________, hereinafter referred to as “City”. WITNESSETH: WHEREAS, Government Code Sections 29304 and 51800 authorize the County to recoup its collection costs when the County collects taxes, fees, or assessments for any city, school district, special district, zone or improvement district thereof; and WHEREAS, the City and County have determined that it is in the public interest that the County, when requested by City, collect on the County tax rolls the special taxes, fees, and assessments for City. NOW, THEREFORE, IT IS AGREED by and between the parties hereto as follows: 1. County agrees, when requested by City as hereinafter provided to collect on the County tax rolls the special taxes, fees, and assessments of City, and of each zone or improvement district thereof. 2. When County is to collect City’s special taxes, fees, and assessments, City agrees to notify in writing the Auditor-Controller (268 W. Hospitality Lane, 4TH floor, San Bernardino, CA 92415) of the County on or before the 10th day of August of each fiscal year of the Assessor’s parcel numbers and the amount of each special tax, fee, or assessment to be so collected. Any such notice, in order to be effective, must be received by the Auditor- Controller by said date. 3. County may charge City an amount per parcel for each special tax, fee, or assessment that is to be collected on the County tax rolls by the County for the City, not to exceed County’s actual cost of collection. 4. City warrants that the taxes, fees, or assessments imposed by City and collected pursuant to this Agreement comply with all requirements of state law, including but not limited to, Articles XIIIC and XIIID of the California Constitution (Proposition 218). 5. City hereby releases and forever discharges County and its officers, agents, and employees from any and all claims, demands, liabilities, costs and expenses, damages, causes of action, and judgments, in any manner arising out of City’s responsibility under this E.6.e Packet Pg. 160 At t a c h m e n t : F Y 2 0 2 1 - 2 2 S p e c i a l A s s e s s m e n t s - C i t y A g r e e m e n t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t 2 of 3 AGCY____ agreement, or other action taken by City in establishing a special tax, fee, or assessment and implementing collection of special taxes, fees or assessments as contemplated in this agreement. 6. The County Auditor-Controller has not determined the validity of the taxes or assessments to be collected pursuant to this contract, and the undersigned City hereby assumes any and all responsibility for making such a determination. The undersigned City agrees to indemnify, defend, and hold harmless the County and its authorized officers, employees, agents, and volunteers from any and all claims, actions, losses, damages, and/or liability arising out of this contract or the imposition of the taxes or assessments collected pursuant to this contract, and for any costs or expenses incurred by the County on account of any claim therefore, except where such indemnification is prohibited by law. If any judgment is entered against County or any other indemnified party as a result of action taken to implement this Agreement, City agrees that County may offset the amount of any judgment paid by County or by any indemnified party from any monies collected by County on City’s behalf, including property taxes, special taxes, fees, or assessments. County may, but is not required to, notify City of its intent to implement any offset authorized by this paragraph. 7. City agrees that its officers, agents and employees will cooperate with County by answering inquiries made to City by any person concerning City’s special tax, fee, or assessment, and City agrees that is officers, agents, and employees will not refer such individuals making inquiries to County officers or employees for response. 8. City shall not assign or transfer this agreement or any interest herein and any such assignment or transfer or attempted assignment or transfer of this agreement or any interest herein by City shall be void and shall immediately and automatically terminate this agreement 9. This agreement shall be effective for the 2021-22 fiscal year. 10. Either party may terminate this agreement for any reason upon 30 days written notice to the other party. The County Auditor-Controller shall have the right to exercise County’s right and authority under this contract including the right to terminate the contract. 11. County’s waiver of breach of any one term, covenant, or other provision of this agreement, is not a waiver of breach of any other term, nor subsequent breach of the term or provision waived. 12. Each person signing this agreement represents and warrants that he or she has been fully authorized to do so. E.6.e Packet Pg. 161 At t a c h m e n t : F Y 2 0 2 1 - 2 2 S p e c i a l A s s e s s m e n t s - C i t y A g r e e m e n t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t 3 of 3 AGCY____ IN WITNESS WHEREOF, the parties hereto have executed this agreement as of the day and year first above written. City: _______________________________ By: _______________________________ Printed Name: _______________________________ Title: _______________________________ Date: _______________________________ ENSEN MASON CPA, CFA, AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR SAN BERNARDINO COUNTY By Authorized Deputy: _______________________________ Printed Name: Linda Santillano__________________ Title: Chief Deputy, Property Tax_________ Date: _______________________________ E.6.e Packet Pg. 162 At t a c h m e n t : F Y 2 0 2 1 - 2 2 S p e c i a l A s s e s s m e n t s - C i t y A g r e e m e n t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t 1 of 3 AGCY____ AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, AND ASSESSMENTS FISCAL YEAR 2021-22 THIS AGREEMENT is made and entered into this _____ day of _________________, 2021, by and between the COUNTY OF SAN BERNARDINO, hereinafter referred to as “County” and the_______________________________, hereinafter referred to as “District”. WITNESSETH: WHEREAS, Government Code Sections 29304 and 51800 authorize the County to recoup its collection costs when the County collects taxes, fees, or assessments for any city, school district, special district, zone or improvement district thereof; and WHEREAS, the District and County have determined that it is in the public interest that the County, when requested by District, collect on the County tax rolls the special taxes, fees, and assessments for District. NOW, THEREFORE, IT IS AGREED by and between the parties hereto as follows: 1. County agrees, when requested by District as hereinafter provided to collect on the County tax rolls the special taxes, fees, and assessments of District, and of each zone or improvement District thereof. 2. When County is to collect District’s special taxes, fees, and assessments, District agrees to notify in writing the Auditor-Controller (268 W. Hospitality Lane, 4TH floor, San Bernardino, CA 92415) of the County on or before the 10th day of August of each fiscal year of the Assessor’s parcel numbers and the amount of each special tax, fee, or assessment to be so collected. Any such notice, in order to be effective, must be received by the Auditor- Controller by said date. 3. County may charge District an amount per parcel for each special tax, fee, or assessment that is to be collected on the County tax rolls by the County for the District, not to exceed County’s actual cost of collection. 4. District warrants that the taxes, fees, or assessments imposed by District and collected pursuant to this Agreement comply with all requirements of state law, including but not limited to, Articles XIIIC and XIIID of the California Constitution (Proposition 218). 5. District hereby releases and forever discharges County and its officers, agents, and employees from any and all claims, demands, liabilities, costs and expenses, damages, causes of action, and judgments, in any manner arising out of District’s responsibility under E.6.f Packet Pg. 163 At t a c h m e n t : F Y 2 0 2 1 - 2 2 S p e c i a l A s s e s s m e n t s - D i s t r i c t A g r e e m e n t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t 2 of 3 AGCY____ this agreement, or other action taken by District in establishing a special tax, fee, or assessment and implementing collection of special taxes, fees or assessments as contemplated in this agreement. 6. The County Auditor-Controller has not determined the validity of the taxes or assessments to be collected pursuant to this contract, and the undersigned District hereby assumes any and all responsibility for making such a determination. The undersigned District agrees to indemnify, defend, and hold harmless the County and its authorized officers, employees, agents, and volunteers from any and all claims, actions, losses, damages, and/or liability arising out of this contract or the imposition of the taxes or assessments collected pursuant to this contract, and for any costs or expenses incurred by the County on account of any claim therefore, except where such indemnification is prohibited by law. If any judgment is entered against County or any other indemnified party as a result of action taken to implement this Agreement, District agrees that County may offset the amount of any judgment paid by County or by any indemnified party from any monies collected by County on District’s behalf, including property taxes, special taxes, fees, or assessments. County may, but is not required to, notify District of its intent to implement any offset authorized by this paragraph. 7. District agrees that its officers, agents and employees will cooperate with County by answering inquiries made to District by any person concerning District’s special tax, fee, or assessment, and District agrees that its officers, agents, and employees will not refer such individuals making inquiries to County officers or employees for response. 8. District shall not assign or transfer this agreement or any interest herein and any such assignment or transfer or attempted assignment or transfer of this agreement or any interest herein by District shall be void and shall immediately and automatically terminate this agreement 9. This agreement shall be effective for the 2021-22 fiscal year. 10. Either party may terminate this agreement for any reason upon 30 days written notice to the other party. The County Auditor-Controller shall have the right to exercise County’s right and authority under this contract including the right to terminate the contract. 11. County’s waiver of breach of any one term, covenant, or other provision of this agreement, is not a waiver of breach of any other term, nor subsequent breach of the term or provision waived. 12. Each person signing this agreement represents and warrants that he or she has been fully authorized to do so. E.6.f Packet Pg. 164 At t a c h m e n t : F Y 2 0 2 1 - 2 2 S p e c i a l A s s e s s m e n t s - D i s t r i c t A g r e e m e n t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t 3 of 3 AGCY____ IN WITNESS WHEREOF, the parties hereto have executed this agreement as of the day and year first above written. District: _______________________________ By: _______________________________ Printed Name: _______________________________ Title: _______________________________ Date: _______________________________ ENSEN MASON CPA, CFA, AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR SAN BERNARDINO COUNTY By Authorized Deputy: _______________________________ Printed Name: Linda Santillano__________________ Title: Chief Deputy, Property Tax _________ Date: _______________________________ E.6.f Packet Pg. 165 At t a c h m e n t : F Y 2 0 2 1 - 2 2 S p e c i a l A s s e s s m e n t s - D i s t r i c t A g r e e m e n t ( A n n u a l L e v y o f A s s e s s m e n t f o r 2 0 2 1 - 2 2 L a n d s c a p e & L i g h t i n g A s s e s s m e n t AGENDA REPORT MEETING DATE: June 22, 2021 Council Item TITLE: Continued Deliberations and Adoption of the Fiscal Year 2021-22 Budget PRESENTED BY: G. Harold Duffey, City Manager RECOMMENDATION: 1. Continue deliberations on the City of Grand Terrace Annual Budget for Fiscal Year 2021-22; and/or 2. Direct staff to prepare the FY2021-22 Budget in accordance with the approved items above; and/or 3. Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2021-2022 2030 VISION STATEMENT: This staff report supports City Council Mission to “preserve and protect our community and its exceptional quality of life through thoughtful planning within the constraints of fiscally responsible government.” This staff report also supports City Council’s 2030 goals: 1. To “Ensure our Fiscal Viability” through the continuous monitoring of revenue receipts and expenditure disbursements against approved budget appropriations; 2. To “Maintain Public Safety” by ensuring staff levels for police services remain adequate for our community; 3. To “Promote Economic Development” through the continuous review and update of the Zoning Code and General Plan; 4. To “Develop and Implement Successful Partnerships” through working with community groups, other government agencies, creating public and private partnerships to facilitate the delivery of services that would benefit our community; and 5. To “Engage in Proactive Communication” by utilizing technology and web-based tools to disseminate information to the community. BACKGROUND and DISCUSSION: The Proposed Budget for Fiscal Year (FY) 2021-22 was introduced on June 8, 2021. On June 15, 2021, City Council reviewed the FY2021-22 Proposed Budget which focused on revenue and expenditure trends of the general fund. Departments also presented information on their core services, as well as their Top Ten Priority Projects. F.7 Packet Pg. 166 After much discussion, the Council moved the FY 2021-22 Proposed Budget to its June 22, 2021 agenda. Council directed staff to incorporate any Council changes, modification or additions to the budget. Based on edits and directions from the Council, staff updated the 2021-22 proposed budget. Edits to the budget are highlighted in yellow. Budget adjustments from the June 15, 2021 meeting are as follows: Increase in Revenue: Fund 16 – Gas Tax Fund increased by $350,000 Fund 52 – Housing Authority Fund increased by $248,000 Fund 63 – GT Illegal Fireworks Enforcement Fund increased by $3,500 Fund 67 – Public, Educational & Govt’s Access (PEG) Fund increased by $2,200 Fund 92 – Community Dev Block Grant (CDBG) Covid-19 Fund increased by $141,000 Increase in Expenditures: Fund 10 – Historical & Cultural Committee increased by $1,800 Fund 52 – Housing Authority Fund increased by $50,000 Fund 62 – Light Up Grand Terrace Fund increased by $5,000 Fund 63 – GT Illegal Fireworks Enforcement Fund increased by $3,250 Fund 69 - Community Day Celebration Fund increased by $10,000 Fund 92 – Community Dev Block Grant (CDBG) Covid-19 Fund increased by $141,000 Decrease in Expenditures: None. Overall revenue increased by $744,700 and expenditures increased by $211,050 for a net increase in revenue of $533,650. FY2021-22 PROPOSED BUDGET BY FUND The Table below lists all the proposed revenue and expenditure budgets and the use of fund balance if requested: Table 1 City of Grand Terrace FY 2020-21 General Fund Revenue and Expenditure Report 2020-21 2020-21 Adj Budget 05-21-21 Projections 06-08-2021 Revenues Property Tax $2,082,593 $2,257,080 Residual Receipts - RPTTF $1,798,163 $1,483,046 F.7 Packet Pg. 167 City of Grand Terrace FY 2020-21 General Fund Revenue and Expenditure Report 2020-21 2020-21 Adj Budget 05-21-21 Projections 06-08-2021 Proceeds from Sale of Property $0 $0 Franchise Fees $445,000 $620,000 Licenses, Fees & Permits $329,090 $363,330 Sales Tax $750,000 $970,000 Intergovernmental Revenue/Grants $20,000 $30,549 Charges for Services $100,300 $125,311 Fines & Forfeitures $70,000 $64,806 Miscellaneous $0 ($5,004) Use of Money & Property $67,500 $34,260 Wastewater Receipts $318,349 $318,349 Transfers In $0 $0 Residual Receipts - Sr Ctr $0 $0 Gas Tax $0 $0 Total Revenues $5,980,995 $6,260,727 Salaries $1,094,006 $1,084,765 Benefits $1,118,326 $965,636 Materials & Supplies $190,956 $186,446 Professional/Cont. Services $3,573,740 $3,618,510 Equipment $0 $0 Lease of Facility/Equipment $19,323 $17,514 Utilities $143,858 $162,009 Overhead Cost Allocation ($81,950) ($81,950) Capital Projects $213,419 $113,402 Debt Service $0 $0 Transfers Out $139,750 $113,300 Total Expenditures $6,411,428 $6,179,632 Revenues $5,980,995 $6,260,727 Expenditures ($6,411,42 8) ($6,179,63 2) Use of Fund Balance ($430,433) $81,095 F.7 Packet Pg. 168 FISCAL YEAR 2021-22 City of Grand Terrace FY 2021-22 Proposed General Fund Revenue and Expenditure Report 2021-22 Proposed 06-08-2021 Revenues Property Tax $3,989,040 Residual Receipts - RPTTF $176,900 Proceeds from Sale of Property $1,798,700 Franchise Fees $620,000 Licenses, Fees & Permits $490,500 Sales Tax $988,000 Intergovernmental Revenue/Grants $31,220 Charges for Services $141,100 Fines & Forfeitures $66,300 Miscellaneous $0 Use of Money & Property $34,660 Wastewater Receipts $318,349 Transfers In $0 Residual Receipts - Sr Ctr $0 Gas Tax $0 Total Revenues $8,654,269 Expenditures by Department Salaries $1,552,512 Benefits $1,149,757 Materials & Supplies $224,770 Professional/Contractual Services $3,662,458 Equipment $0 Lease of Facility/Equipment $19,600 Utilities $176,448 Overhead Cost Allocation ($84,950) Capital Projects $0 Debt Service $0 Transfers Out $105,000 Total Expenditures $6,805,595 Revenues $8,654,269 Expenditures ($6,805,595) F.7 Packet Pg. 169 City of Grand Terrace FY 2021-22 Proposed General Fund Revenue and Expenditure Report 2021-22 Proposed 06-08-2021 Fund Balance $1,848,674 While the revenue and expenses of FY 2021-22 significantly exceed those in the prior year, staff’s goal is to return to pre-COVID-19 staffing levels to ensure we can operate and maintain city facilities that allow residents to fully utilize the assets of the community. The projected Fund Balance is equal to or more than the revenue received from the liquidation of assets, this is consistent with the City Council’s policy to not fund ongoing expenses with one-time revenue. CITY-WIDE PROPOSED FY2021-22 BUDGET F.7 Packet Pg. 170 The total Proposed Budget for FY2021-22 is $10,267,918 in revenues and $9,175,136 in expenditures. The City’s Proposed Budget, which is presented for City Council’s review and consideration, • Supports the City’s mission, vision, core values and goals by preserving and protecting the community and its exceptional quality of life; and PROPOSED BUDGET BY FUND FY 2021-22 The next two tables show the Citywide Proposed Revenues and Expenditure budgets by fund: Table 3 (Proposed Revenues) City of Grand Terrace FY 2021-22 Proposed Revenue Summary by Fund 2019-20 2019-20 2020-21 2020-21 2021-22 Fun d Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget GENERAL FUNDS 10 GENERAL FUND $5,977,197 $6,480,870 $5,980,995 $6,260,727 $8,654,269 61 COMMUNITY BENEFITS FUND $20,000 $20,377 $20,000 $10,094 $20,000 62 LIGHT UP GRAND TERRACE $10,000 $13,006 $10,000 $5,535 $10,000 63 GT ILLEGAL FIREWORKS ENFORCEMENT $500 $6 $0 $1 $250 64 PUBLIC SAFETY FUND $0 $326 $0 $105 $0 69 COMMUNITY DAY FUND $0 $0 $0 $0 $0 68 40TH YEAR BIRTHDAY CELEBRATION FND $39,300 $22,947 $8 $0 $0 70 EQUIP REPLACEMENT RESERVE FUND $0 $15 $0 $4 $0 DEVELOPMENT IMPACT FEES (DIF) 11 STREET FUND $48,000 $92,272 $48,000 $6,827 $88,000 12 STORM DRAIN FUND $13,250 $4,231 $13,250 $935 $800 13 PARK FUND $69,400 $2,254 $69,400 $304 $800 19 FACILITIES FUND $20,000 $36,675 $20,000 $3,016 $20,600 SPECIAL REVENUE FUNDS 14 SLESF (AB3229 COPS) $156,330 $157,324 $100,050 $157,161 $160,000 15 AIR QUALITY IMPROVEMENT FUND $58,000 $12,255 $58,000 $15,877 $15,500 16 GAS TAX FUND $610,600 $636,402 $650,800 $599,028 $614,200 17 TRAFFIC SAFETY FUND $6,000 $5,314 $6,000 $3,903 $4,000 20 MEASURE "I" FUND $193,000 $254,068 $193,000 $255,833 $248,600 25 SPRING MOUNTAIN RANCH $3,000 $223,598 $3,000 $2,326 $53,000 F.7 Packet Pg. 171 City of Grand Terrace FY 2021-22 Proposed Revenue Summary by Fund 2019-20 2019-20 2020-21 2020-21 2021-22 Fun d Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget 26 LNDSCP & LGTG ASSESSMENT DIST $19,440 $46,483 $47,648 $48,522 $57,325 67 PUBLIC, EDUCATIONAL & GOVT ACCESS $21,500 $23,180 $21,500 $17,637 $19,300 76 EIFD - ENHANCED INFRAST FIN DIST $0 $0 $0 $0 $0 90 COVID-19 FEMA REIMBURSEMENT FUND 30,300 $0 $153,425 $153,425 $0 ENTERPRISE FUND 21 WASTEWATER DISPOSAL FUND $10,000 $38,590 $10,000 $2,021 $4,000 GRANT FUNDS 22 CDBG - COMM DEV BLOCK GRANT $47,876 $33,982 $47,876 $35,020 $69,934 65 SENIOR BUS PROGRAM FUND $54,566 $57,611 $37,450 $20,789 $118,340 66 CAL RECYCLE GRANT $5,000 $1,073 $5,000 $5,023 $0 73 ACTIVE TRANSPORTATION PRGRM FUND $100,000 $0 $100,000 $0 $0 74 HIGHWAY SAFETY IMPROV PROGRAM $510,000 $0 $185,000 $36,200 $44,000 77 SO CAL INCENTIVE PROJ (SCIP) GRANT $185,000 $178,900 $0 $0 $0 SUCCESSOR AGENCY 31 S/A RDA REVENUE FUND $2,065,200 $292,285 $2,065,200 $301,438 $0 32 S/A CAPITAL PROJECTS FUND $33,100 $11,113 $33,100 $0 $0 33 S/A DEBT SERVICE FUND $2,032,100 $18,282,143 $2,032,100 $0 $0 36 2011 TABS A & B BOND PROCEEDS $0 $79,832 $0 $615 $0 CAPITAL PROJECT FUNDS 45 CIP - COMMERCE WAY $0 $12,628 $0 $0 $0 46 CAPITAL IMPROVEMENTS - STREETS $543,400 $139,177 $445,000 $144 $0 47 CAP.PRJ. BARTON/COLTON BRIDGE $0 $1,186 $0 $0 $0 48 CAPITAL PROJECTS FUND $0 $1,971 $0 $0 $0 49 CAPITAL PROJECTS FUND- PARKS $100,000 $102,946 $100,000 $796 $0 52 HOUSING AUTHORITY $50,000 $14,206 $50,000 $7,186 $65,000 95 DOG PARK ENDOWMENT FUND $0 $0 $0 $115 $0 F.7 Packet Pg. 172 City of Grand Terrace FY 2021-22 Proposed Revenue Summary by Fund 2019-20 2019-20 2020-21 2020-21 2021-22 Fun d Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget $13,032,059 $27,279,246 $12,506,802 $7,337,139 $10,1267,91 8 Table 4 (Proposed Expenditures) City of Grand Terrace FY 2021-22 Proposed Expense Summary by Fund 2019-20 2019-20 2020-21 2020-21 2021-22 Fund Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget GENERAL FUNDS 10 GENERAL FUND $6,273,121 $6,106,120 $6,411,428 $6,179,632 $6,805,595 61 COMMUNITY BENEFITS FUND $15,000 $7,997 $10,000 $1,385 $20,000 62 LIGHT UP GRAND TERRACE $10,000 $13,535 $10,000 $5,915 $10,000 63 GT ILLEGAL FIREWORKS ENFORCEMENT $500 $236 $250 $0 $250 64 PUBLIC SAFETY FUND $0 $0 $0 $0 $0 69 COMMUNITY DAY FUND $0 $0 $0 $0 $0 68 40TH YEAR BIRTHDAY CELEBRATION FND $0 $0 $0 $18 $0 70 EQUIP REPLACEMENT RESERVE FUND $0 $0 $0 $0 $0 DEVELOPMENT IMPACT FEES (DIF) 11 STREET FUND $445,000 $40,457 $0 $0 $0 12 STORM DRAIN FUND $50,000 $0 $0 $0 $0 13 PARK FUND $100,000 $100,000 $0 $0 $0 19 FACILITIES FUND $100,000 $0 $60,425 $60,425 $0 SPECIAL REVENUE FUNDS 14 SLESF (AB3229 COPS) $156,350 $157,274 $150,000 $150,000 $160,000 15 AIR QUALITY IMPROVEMENT FUND $58,000 $54,353 $13,000 $5,000 $13,000 16 GAS TAX FUND $607,880 $527,925 $558,000 $431,984 $722,075 17 TRAFFIC SAFETY FUND $0 $0 $4,000 $0 $4,000 20 MEASURE "I" FUND $193,000 $28,432 $250,000 $53,090 $119,272 25 SPRING MOUNTAIN RANCH $0 $7,200 $50,000 $5,720 $50,000 26 LNDSCP & LGTG ASSESSMENT DIST $19,440 $16,183 $48,584 $16,139 $66,009 67 PUBLIC, EDUCATIONAL & GOVT ACCESS $21,500 $0 $21,500 $62 $21,500 F.7 Packet Pg. 173 City of Grand Terrace FY 2021-22 Proposed Expense Summary by Fund 2019-20 2019-20 2020-21 2020-21 2021-22 Fund Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget 76 EIFD - ENHANCED INFRAST FIN DIST $0 $8,100 $5,000 $5,000 $0 90 COVID-19 FEMA REIMBURSEMENT FUND $0 $4,725 $0 $0 $0 ENTERPRISE FUND 21 WASTEWATER DISPOSAL FUND $10,000 $88,570 $7,000 $0 $0 GRANT FUNDS 22 CDBG - COMM DEV BLOCK GRANT $58,592 $53,725 $69,934 $30,638 $69,934 65 SENIOR BUS PROGRAM FUND $54,566 $67,316 $159,915 $63,075 $121,067 66 CAL RECYCLE GRANT $5,000 $937 $5,000 $0 $0 73 ACTIVE TRANSPORTATION PRGRM FUND $99,810 $0 $0 $0 $0 74 HIGHWAY SAFETY IMPROV PROGRAM $509,690 $21,685 $497,064 $417,508 $44,000 77 SO CAL INCENTIVE PROJ (SCIP) GRANT $185,000 $185,000 $0 $0 $0 SUCCESSOR AGENCY 31 S/A RDA REVENUE FUND $2,065,200 $1,527,676 $301,438 $0 $0 32 S/A CAPITAL PROJECTS FUND $33,100 $11,113 $18,000 $5,928 $0 33 S/A DEBT SERVICE FUND $2,032,100 $918,552 $283,438 $281,106 $0 36 2011 TABS A & B BOND PROCEEDS $320,000 $16,941,138 $0 $6,670 $0 CAPITAL PROJECT FUNDS 45 CIP - COMMERCE WAY $875,977 $36,384 $839,594 $65 $839,594 46 CAPITAL IMPROVEMENTS - STREETS $568,400 $139,986 $427,040 $0 $0 47 CAP.PRJ. BARTON/COLTON BRIDGE $0 $2,650 $0 $13,418 $0 48 CAPITAL PROJECTS FUND $0 $1,186 $0 $0 $0 49 CAPITAL PROJECTS FUND- PARKS $253,087 $13,495 $89,592 $13,145 $89,592 52 HOUSING AUTHORITY $28,320 $26,829 $118,950 $21,725 $19,248 95 DOG PARK ENDOWMENT FUND $0 $0 $0 $0 $0 $15,148,633 $27,108,779 $10,409,152 $8,397,583 $9,175,136 F.7 Packet Pg. 174 To view the electronic version of the FY2021-22 Proposed Budget, click here. FISCAL IMPACT: Fiscal impacts of the FY2021-22 Proposed Budget are identified in the FY2021-22 Proposed Budget Summary (which is being made available in the City Clerk’s office). It serves as the City’s financial plan for the upcoming fiscal year. The City Council will be kept apprised regarding actual operating results for its major funds through regular financial reporting throughout the year. Budget reviews will include an update of the FY2021-22 projected revenues, expenditures, and any recommended adjustments for the fiscal year budget at that time. ATTACHMENTS: • 2021-xx - Adopt FY2021-22 Budget (DOCX) • Attachment A to FY2021-22 Resolution (PDF) APPROVALS: G. Harold Duffey Completed 06/17/2021 5:26 PM City Attorney Completed 06/17/2021 8:41 PM Finance Completed 06/17/2021 8:42 PM City Manager Completed 06/17/2021 8:42 PM City Council Pending 06/22/2021 6:00 PM F.7 Packet Pg. 175 CC Reso No. 2020-21 Page 1 of 3 June 23, 2020 RESOLUTION NO. 2021-xx A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2021-2022 RECITALS WHEREAS, a Proposed Budget for Fiscal Year 2021-2022 was introduced during a regularly scheduled City Council meeting on June 8, 2021; and WHEREAS, deliberations for the Annual Budget for Fiscal Year 2021-2022 were held during a special scheduled City Council meeting on June 15, 2021; and WHEREAS, continued deliberations for the Annual Budget for Fiscal Year 2021- 2022 was continued during a regularly scheduled City Council meeting on June 22, 2021; and WHEREAS, the City Manager has heretofore submitted to the City Council a Proposed Budget for the City for Fiscal Year 2021-2022, a copy of which, as may have been amended by the City Council, is on file in the City Clerk’s Department and is available for public inspection; and WHEREAS, the said Proposed Budget contains estimates of the services, activities and projects comprising the budget, and contains expenditure requirements and the resources available to the City; and WHEREAS, the said Proposed Budget contains the estimates of uses of fund balance as required to stabilize the delivery of City services during periods of operational deficits; and WHEREAS, the City Council authorizes payment of expenses incurred by means of a check register prepared by the Finance Department and approved at regular meetings of City Council; and WHEREAS, said expenses are recurring in nature, the amounts having been previously approved by ordinance or resolution or otherwise entailing normal, administrative expenses including tax deposits, utility costs, storage fees and related costs of doing business; and WHEREAS, the City Council has made such revisions to the Proposed Budget as so desired; and WHEREAS, the Proposed Budget conforms with the City’s 2030 Vision and 2014- 2020 Strategic Plan; and F.7.a Packet Pg. 176 At t a c h m e n t : 2 0 2 1 - x x - A d o p t F Y 2 0 2 1 - 2 2 B u d g e t ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) CC Reso No. 2020-21 Page 2 of 3 June 23, 2020 WHEREAS, the Proposed Budget, as herein approved, will enable the City Council to make adequate financial plans and will ensure that City officers can administer their respective functions in accordance with such plans. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS: 1. The Proposed Budget, with summaries listed as Attachment A to this Resolution and as on file in the City Clerk’s Department and as may have been amended by the City Council, is hereby approved and adopted as the Annual Budget of the City of Grand Terrace for Fiscal Year 2021-2022. 2. The amounts of proposed expenditures, which include the uses of fund balance specified in the approved budget, are hereby appropriated for the various budget programs and units for said fiscal years. 3. If any section, subsection, sentence, clause, phrase, or portion of this Resolution is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Resolution. The City Council of the City of Grand Terrace hereby declares that it would have adopted this Resolution and each section, subsection, sentence, clause, phrase, or portion thereof irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, or portions be declared invalid or unconstitutional. 4. The City Clerk shall certify to the adoption of this Resolution. 5. This Resolution shall take effect immediately upon its adoption. PASSED, APPROVED AND ADOPTED by the City Council of Grand Terrace at a regular meeting held on the 22nd day of June 2021. ________________________________ Darcy McNaboe Mayor ATTEST: __________________________________ Debra L. Thomas City Clerk APPROVED AS TO FORM: F.7.a Packet Pg. 177 At t a c h m e n t : 2 0 2 1 - x x - A d o p t F Y 2 0 2 1 - 2 2 B u d g e t ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) CC Reso No. 2020-21 Page 3 of 3 June 23, 2020 __________________________________ Adrian R. Guerra City Attorney F.7.a Packet Pg. 178 At t a c h m e n t : 2 0 2 1 - x x - A d o p t F Y 2 0 2 1 - 2 2 B u d g e t ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) CITY OF GRAND TERRACE FY2021-22 FUND BALANCE 11 F.7.b Packet Pg. 179 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) R E Fund Fund Title Actual Fund Balance, June 30, 2020 Estimated Revenues FY2020-21 Estimated Expenditures FY2020-21 Estimated Fund Balance, June 30, 2021 GENERAL FUND 10 GENERALFUND $3,558,613 $6,260,727 $6,179,632 $3,639,708 61 COMMUNITY BENEFITS FUND $33,610 $10,094 $1,385 $42,319 62 LIGHT UP GRAND TERRACE ($528) $5,535 $5,915 ($908) 63 GT ILLEGAL FIREWORKS ENFORCEMENT $224 $1 $0 $225 64 PUBLIC SAFETY FUND $22,047 $105 $0 $22,152 68 40TH YEAR BIRTHDAY CELEBRATION FUND $0 $0 $0 $0 69 COMMUNITY DAY FUND $5 $0 $0 $5 70 EQUIPMENT REPLACEMENT RESERVE FUND $1,022 $4 $0 $1,026 DEVELOPMENT IMPACT FEES (DIF) 11 STREET FUND $663,392 $6,827 $0 $670,219 12 STORM DRAIN FUND $255,966 $935 $0 $256,901 13 PARK FUND $38,361 $304 $0 $38,665 19 FACILITIES FUND $393,471 $3,016 $60,425 $336,062 SPECIAL REVENUE FUNDS 14 SLESF (AB3229 COPS) $25,791 $157,161 $150,000 $32,952 15 AIR QUALITY IMPROVEMENT FUND $136 $15,877 $5,000 $11,013 16 GAS TAX FUND $9,595 $373,028 $431,984 ($49,361) 17 TRAFFIC SAFETY FUND $16,534 $3,903 $0 $20,437 20 MEASURE "I" FUND $264,867 $255,833 $53,090 $467,610 25 SPRING MOUNTAIN RANCH $725,292 $2,326 $5,720 $721,898 26 LNDSCP & LGTG ASSESSMENT DIST $38,798 $48,522 $16,139 $71,181 56 ROAD MAINTENANCE & REHAB ACCT FUND $303,896 $226,877 $202,000 $328,773 67 PUBLIC, EDUCATIONAL & GOVT ACCESS $92,727 $17,637 $62 $110,302 76 EIFD - ENHANCED INFRAST FIN DIST ($46,368) $0 $0 ($46,368) 90 COVID-19 REIMBURSEMENT FUNDS ($30,269) $574,550 $552,114 ($7,833) ENTERPRISE FUND 21 WASTE WATER DISPOSAL FUND $1,591,176 $2,021 $0 $1,593,197 GRANT FUNDS 22 CDBG - COMM DEV BLOCK GRANT ($44,859) $35,020 $30,638 ($40,477) 65 SENIOR BUS PROGRAM FUND $12,295 $20,789 $63,075 ($29,991) 66 CAL RECYCLE GRANT $169 $5,023 $0 $5,192 73 ACTIVE TRANSPORTATION PRGRM FUND $3 $0 $3 ($0) 74 HIGHWAY SAFETY IMPROV PROGRAM ($21,685) $36,200 $417,508 ($402,993) 77 SO CAL INCENTIVE PROJ (SCIP) $0 $0 $0 $0 SUCCESSOR AGENCY 31 S/A RDA OBLIGATION RETIREMENT FUND $27,933 $301,438 $0 $329,371 32 S/A CAPITAL PROJECTS FUND $363,135 $0 $5,928 $769,207 33 S/A DEBT SERVICE FUND $356,498 $0 $281,106 ($75,608) 36 2011 TABS A & B BOND PROCEEDS $461,795 $615 $3,670 $197,740 CAPITAL PROJECT FUNDS 45 CAPITAL IMPROVEMENTS - COMMERCE WAY $809,130 $0 $65 $809,065 46 CAPITAL IMPROVEMENTS - STREETS $45,158 $144 $0 $45,302 47 CAP.PRJ. BARTON/COLTON BRIDGE ($2,650) $0 $13,418 ($16,068) 48 CAPITAL PROJECTS FUND $0 $0 $0 $0 49 CAPITAL PROJECTS FUND- PARKS $247,738 $796 $13,145 $235,389 52 HOUSING AUTHORITY $2,081,022 $7,165 $21,725 $2,066,462 95 DOG PARK ENDOWMENT FUND $0 $115 $0 $115 $12,294,040 $8,372,588 $8,513,748 $12,152,880 City of Grand Terrace FY2020-21 Estimated Revenue, Expense & Fund Balance 12 F.7.b Packet Pg. 180 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) R E Fund Fund Title Estimated Fund Balance, June 30, 2021 Adopted Revenues FY2021-22 Adopted Expenditures FY2021-22 Projected Fund Balance, June 30, 2022 GENERAL FUND 10 GENERALFUND $3,639,708 $8,654,269 $6,805,595 $5,488,382 61 COMMUNITY BENEFITS FUND $42,319 $20,000 $20,000 $42,319 62 LIGHT UP GRAND TERRACE ($908) $5,000 $5,000 ($908) 63 GT ILLEGAL FIREWORKS ENFORCEMENT $225 $250 $250 $225 64 PUBLIC SAFETY FUND $22,152 $0 $0 $22,152 68 40TH YEAR BIRTHDAY CELEBRATION FUND $0 $0 $0 $0 69 COMMUNITY DAY FUND $5 $0 $0 $5 70 EQUIPMENT REPLACEMENT RESERVE FUND $1,026 $0 $0 $1,026 DEVELOPMENT IMPACT FEES (DIF) 11 STREET FUND $670,219 $88,000 $0 $758,219 12 STORM DRAIN FUND $256,901 $800 $0 $257,701 13 PARK FUND $38,665 $800 $0 $39,465 19 FACILITIES FUND $336,062 $20,600 $0 $356,662 SPECIAL REVENUE FUNDS 14 SLESF (AB3229 COPS) $32,952 $160,000 $150,000 $42,952 15 AIR QUALITY IMPROVEMENT FUND $11,013 $15,500 $13,000 $13,513 16 GAS TAX FUND ($49,361) $375,200 $722,075 ($396,236) 17 TRAFFIC SAFETY FUND $20,437 $4,000 $4,000 $20,437 20 MEASURE "I" FUND $467,610 $248,600 $119,272 $596,938 25 SPRING MOUNTAIN RANCH $721,898 $53,000 $50,000 $724,898 26 LNDSCP & LGTG ASSESSMENT DIST $71,181 $57,325 $66,009 $62,497 ROAD MAINTENANCE & REHAB ACCT FUND $328,773 $239,000 $0 $567,773 67 PUBLIC, EDUCATIONAL & GOVT ACCESS $110,302 $19,300 $21,500 $108,102 76 EIFD - ENHANCED INFRAST FIN DIST ($46,368) $0 $0 ($46,368) 90 COVID-19 REIMBURSEMENT FUNDS ($7,833) $0 $0 ($7,833) ENTERPRISE FUND 21 WASTE WATER DISPOSAL FUND $1,593,197 $4,000 $0 $1,597,197 GRANT FUNDS 22 CDBG - COMM DEV BLOCK GRANT ($40,477) $69,934 $69,934 ($40,477) 65 SENIOR BUS PROGRAM FUND ($29,991) $156,765 $121,067 $5,707 66 CAL RECYCLE GRANT $5,192 $0 $0 $5,192 73 ACTIVE TRANSPORTATION PRGRM FUND ($0) $0 $0 ($0) 74 HIGHWAY SAFETY IMPROV PROGRAM ($402,993) $44,000 $44,000 ($402,993) 77 SO CAL INCENTIVE PROJ (SCIP) $0 $0 $0 $0 SUCCESSOR AGENCY 31 S/A RDA OBLIGATION RETIREMENT FUND $329,371 $0 $0 $329,371 32 S/A CAPITAL PROJECTS FUND $769,207 $0 $0 $769,207 33 S/A DEBT SERVICE FUND ($75,608) $0 $0 ($75,608) 36 2011 TABS A & B BOND PROCEEDS $197,740 $0 $0 $197,740 CAPITAL PROJECT FUNDS 45 CAPITAL IMPROVEMENTS - COMMERCE WAY $809,065 $0 $839,594 ($30,529) 46 CAPITAL IMPROVEMENTS - STREETS $45,302 $0 $0 $45,302 47 CAP.PRJ. BARTON/COLTON BRIDGE ($16,068) $0 $0 ($16,068) 48 CAPITAL PROJECTS FUND $0 $0 $0 $0 49 CAPITAL PROJECTS FUND- PARKS $235,389 $1,412,000 $1,624,000 $23,389 52 HOUSING AUTHORITY $2,066,462 $65,000 $19,248 $2,112,214 95 DOG PARK ENDOWMENT FUND $115 $0 $0 $115 $12,152,880 $11,713,343 $10,694,544 $13,171,679 City of Grand Terrace FY2021-22 Proposed Revenue, Expense & Fund Balance 13 F.7.b Packet Pg. 181 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) CITY OF GRAND TERRACE FY2021-22 REVENUE SUMMARY 15 F.7.b Packet Pg. 182 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) Fund Fund Title 2018-19 Actual 2019-20 Actuals 2020-21 Projected 2021-22 Proposed Budget GENERAL FUNDS 10 GENERAL FUND $5,850,058 $6,480,870 $6,260,727 $8,654,269 61 COMMUNITY BENEFITS FUND $20,347 $20,377 $10,094 $20,000 62 LIGHT UP GRAND TERRACE $7,758 $13,006 $5,535 $5,000 63 GT ILLEGAL FIREWORKS ENFORCEMENT $109 $6 $1 $250 64 PUBLIC SAFETY FUND $388 $326 $105 $0 69 COMMUNITY DAY FUND $2,050 $5 $0 $0 68 40TH YEAR BIRTHDAY CELEBRATION FND $22,947 $0 $0 $0 70 EQUIP REPLACEMENT RESERVE FUND $18 $15 $4 $0 DEVELOPMENT IMPACT FEES (DIF) 11 STREET FUND $97,169 $92,272 $6,827 $88,000 12 STORM DRAIN FUND $48,864 $4,231 $935 $800 13 PARK FUND $219,199 $2,254 $304 $800 19 FACILITIES FUND $41,748 $36,675 $3,016 $20,600 SPECIAL REVENUE FUNDS 14 SLESF (AB3229 COPS) $150,667 $157,324 $157,161 $160,000 15 AIR QUALITY IMPROVEMENT FUND $17,285 $12,255 $15,877 $15,500 16 GAS TAX FUND $373,697 $417,236 $373,028 $375,200 17 TRAFFIC SAFETY FUND $7,507 $5,314 $3,903 $4,000 20 MEASURE "I" FUND $219,078 $254,068 $255,833 $248,600 25 SPRING MOUNTAIN RANCH $165,098 $223,598 $2,326 $53,000 26 LNDSCP & LGTG ASSESSMENT DIST $19,927 $46,483 $48,522 $57,325 56 ROAD MAINTENANCE & REHAB ACCT $229,668 $304,810 $226,877 $239,000 67 PUBLIC, EDUCATIONAL & GOVT ACCESS $22,118 $23,180 $17,637 $19,300 76 EIFD - ENHANCED INFRAST FIN DIST $20 $0 $0 $0 90 COVID-19 FEMA REIMBURSEMENT FUND $0 $0 $574,574 $0 ENTERPRISE FUND 21 WASTEWATER DISPOSAL FUND $72,758 $38,590 $2,021 $4,000 GRANT FUNDS 22 CDBG - COMM DEV BLOCK GRANT $35,043 $42,164 $35,020 $69,934 65 SENIOR BUS PROGRAM FUND $57,610 $33,982 $20,789 $156,765 66 CAL RECYCLE GRANT $29,630 $1,073 $5,023 $0 73 ACTIVE TRANSPORTATION PRGRM FUND $123,293 $0 $0 $0 74 HIGHWAY SAFETY IMPROV PROGRAM $24,956 $0 $36,200 $44,000 77 SO CAL INCENTIVE PROJ (SCIP) GRANT $178,900 $0 $0 SUCCESSOR AGENCY 31 S/A RDA REVENUE FUND $2,057,414 $292,285 $301,438 $0 32 S/A CAPITAL PROJECTS FUND ($7,994)$11,113 $0 $0 33 S/A DEBT SERVICE FUND $2,032,021 $18,282,143 $0 $0 36 2011 TABS A & B BOND PROCEEDS $427,400 $79,832 $615 $0 CAPITAL PROJECT FUNDS 45 CIP - COMMERCE WAY $998,567 $12,628 $0 $0 46 CAPITAL IMPROVEMENTS - STREETS $105,337 $139,177 $144 $0 47 CAP.PRJ. BARTON/COLTON BRIDGE $0 $0 $0 $0 48 CAPITAL PROJECTS FUND $1,971 $1,186 $0 $0 49 CAPITAL PROJECTS FUND- PARKS $148,846 $402,946 $796 $1,412,000 52 HOUSING AUTHORITY $208,510 $14,206 $7,165 $65,000 95 DOG PARK ENDOWMENT FUND $0 $0 $115 $0 $13,831,082 $27,624,530 $8,372,612 $11,713,343 Cityof Grand Terrace FY 2021-22 Proposed Revenue Summary by Fund 16 F.7.b Packet Pg. 183 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) CITY OF GRAND TERRACE FY2021-22 EXPENDITURE SUMMARY 19 F.7.b Packet Pg. 184 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) Fund Fund Title 2018-19 Actual 2019-20 Actuals 2020-21 Projected 2021-22 Proposed Budget GENERAL FUNDS 10 GENERAL FUND $5,949,834 $6,106,120 $6,179,632 $6,805,595 61 COMMUNITY BENEFITS FUND $15,250 $7,997 $1,385 $20,000 62 LIGHT UP GRAND TERRACE $7,920 $13,535 $5,915 $5,000 63 GT ILLEGAL FIREWORKS ENFORCEMENT $57 $236 $0 $250 64 PUBLIC SAFETY FUND $0 $0 $0 $0 69 COMMUNITY DAY FUND $2,050 $0 $0 $0 68 40TH YEAR BIRTHDAY CELEBRATION FND $22,947 $0 $0 $0 70 EQUIP REPLACEMENT RESERVE FUND $0 $0 $0 $0 DEVELOPMENT IMPACT FEES (DIF) 11 STREET FUND $30,771 $40,457 $0 $0 12 STORM DRAIN FUND $0 $0 $0 $0 13 PARK FUND $145,510 $100,000 $0 $0 19 FACILITIES FUND $0 $0 $60,425 $0 SPECIAL REVENUE FUNDS 14 SLESF (AB3229 COPS) $150,050 $157,274 $150,000 $150,000 15 AIR QUALITY IMPROVEMENT FUND $60,075 $54,353 $5,000 $13,000 16 GAS TAX FUND $627,322 $527,924 $431,984 $722,075 17 TRAFFIC SAFETY FUND $0 $0 $0 $4,000 20 MEASURE "I" FUND $635,144 $28,432 $53,090 $119,272 25 SPRING MOUNTAIN RANCH $1,940 $80,600 $5,720 $50,000 26 LNDSCP & LGTG ASSESSMENT DIST $17,140 $16,181 $16,139 $66,009 56 ROAD MAINTENANCE & REHAB ACCT $0 $914 $202,000 $0 67 PUBLIC, EDUCATIONAL & GOVT ACCESS $0 $0 $62 $21,500 76 EIFD - ENHANCED INFRAST FIN DIST $8,100 $4,725 $0 $0 90 COVID-19 FEMA REIMBURSEMENT FUND $0 $30,268 $552,114 $0 ENTERPRISE FUND 21 WASTEWATER DISPOSAL FUND $88,570 $88,570 $0 $0 GRANT FUNDS 22 CDBG - COMM DEV BLOCK GRANT $42,164 $53,724 $30,638 $69,934 65 SENIOR BUS PROGRAM FUND $46,899 $67,315 $63,075 $121,067 66 CAL RECYCLE GRANT $29,630 $937 $0 $0 73 ACTIVE TRANSPORTATION PRGRM FUND $52,662 $0 $3 $0 74 HIGHWAY SAFETY IMPROV PROGRAM $24,956 $21,685 $417,508 $44,000 77 SO CAL INCENTIVE PROJ (SCIP) GRANT $0 $178,900 $0 $0 SUCCESSOR AGENCY 31 S/A RDA REVENUE FUND $2,053,573 $1,527,676 $0 $0 32 S/A CAPITAL PROJECTS FUND $397,847 $11,111 $5,928 $0 33 S/A DEBT SERVICE FUND $1,082,033 $918,551 $281,106 $0 36 2011 TABS A & B BOND PROCEEDS $1,210 $16,941,138 $3,670 $0 CAPITAL PROJECT FUNDS 45 CIP - COMMERCE WAY $165,681 $36,384 $65 $839,594 46 CAPITAL IMPROVEMENTS - STREETS $978,684 $139,986 $0 $0 47 CAP.PRJ. BARTON/COLTON BRIDGE $2,379 $2,650 $13,418 $0 48 CAPITAL PROJECTS FUND $1,446 $1,186 $0 $0 49 CAPITAL PROJECTS FUND- PARKS $102,535 $13,495 $13,145 $1,624,000 52 HOUSING AUTHORITY $34,536 $26,829 $21,725 $19,248 95 DOG PARK ENDOWMENT FUND $0 $12,778,915 $27,199,153 $8,513,747 $10,694,544 Cityof Grand Terrace FY 2021-22 Proposed Expenditure Summary by Fund 20 F.7.b Packet Pg. 185 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) CITY OF GRAND TERRACE FY2021-22 REVENUE & EXPENDITURE STATEMENT 23 F.7.b Packet Pg. 186 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 2019-20 2019-20 2020-21 2020-21 2021-22 Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget Revenues Property Tax $4,055,890 $2,391,099 $4,195,441 $2,606,914 $4,046,365 Residual Receipts - RPTTF $1,442,400 $1,911,591 $1,798,163 $1,483,046 $176,900 Proceeds from Sale of Property $0 $3,720 $0 $0 $1,798,700 Franchise Fees $534,790 $549,823 $445,000 $620,000 $620,000 Licenses, Fees & Permits $620,160 $721,146 $492,740 $385,010 $658,500 Sales Tax $978,400 $1,084,319 $943,000 $1,225,000 $1,236,200 Intergovernmental Revenue/Grants $1,276,802 $640,731 $1,361,296 $948,036 $2,173,329 Charges for Services $207,900 $135,639 $100,300 $125,511 $144,100 Fines & Forfeitures $79,000 $71,795 $76,500 $68,656 $70,550 Miscellaneous $115,388 $13,636 $100,240 ($4,999) $10,000 Use of Money & Property $75,050 $269,705 $80,550 $50,738 $46,690 Waste Water Receipts $318,349 $318,349 $318,349 $318,349 $318,349 Transfers In $2,968,850 $18,917,742 $2,874,850 $264,350 $108,860 Residual Receipts - Sr Ctr $0 $1,440 $0 $0 $0 Gas Tax $319,800 $294,195 $560,000 $282,000 $304,800 Total Revenues $12,992,779 $27,324,930 $13,346,429 $8,372,612 $11,713,343 Expenditures by Category Salaries $1,531,351 $1,495,553 $1,319,970 $1,226,178 $1,853,206 Benefits $947,636 $900,532 $1,230,282 $1,015,453 $1,277,063 Materials & Supplies $264,977 $259,893 $195,956 $189,119 $229,770 Professional/Contractual Services $7,269,252 $5,148,798 $5,569,330 $4,383,518 $5,113,890 Equipment $196,750 $186,263 $5,000 $0 $0 Lease of Facility/Equipment $13,420 $13,392 $42,123 $17,514 $65,200 Utilities $218,380 $205,409 $224,668 $252,144 $265,748 Overhead Cost Allocation $0 $2 $0 $0 ($3,000) Capital Projects $1,631,167 $139,037 $1,653,482 $817,990 $1,774,667 Debt Service $266,400 $26,782 $233,438 $231,106 $0 Transfers Out $2,925,050 $18,750,101 $971,488 $380,725 $118,000 Total Expenditures $15,264,383 $27,125,762 $11,445,737 $8,513,748 $10,694,544 Revenues $12,992,779 $27,324,930 $13,346,429 $8,372,612 $11,713,343 Expenditures by Category ($15,264,383)($27,125,762)($11,445,737)($8,513,748)($10,694,544) Surplus or Approved Use of Fund Balance ($2,271,604)$199,168 $1,900,692 ($141,136)$1,018,799 City of Grand Terrace FY 2021-22 Proposed Citywide Revenue and Expenditure Report 24 F.7.b Packet Pg. 187 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 2018-19 Actual 2019-2020 Actuals 2020-21 Projections 2021-22 Proposed Budget Revenues Property Tax $1,881,364 $2,052,014 $2,257,080 $3,989,040 Residual Receipts - RPTTF $1,441,813 $1,911,591 $1,483,046 $176,900 Proceeds from Sale of Property $0 $3,720 $0 $1,798,700 Franchise Fees $520,774 $549,823 $620,000 $620,000 Licenses, Fees & Permits $422,427 $389,162 $362,330 $490,000 Sales Tax $831,321 $833,919 $970,000 $988,000 Intergovernmental Revenue/Grants $46,209 $46,400 $30,549 $31,220 Charges for Services $141,143 $132,506 $125,311 $141,100 Fines & Forfeitures $71,593 $66,667 $64,806 $66,300 Miscellaneous $78,919 $4,346 ($5,004) $0 Use of Money & Property $93,771 $76,325 $34,260 $34,660 Waste Water Receipts $318,349 $318,349 $318,349 $318,349 Transfers In $2,379 $94,608 $0 $0 Residual Receipts - Sr Ctr $0 $1,440 $0 $0 Total Revenues $5,850,062 $6,480,870 $6,260,727 $8,654,269 Expenditures by Category Salaries $1,210,981 $1,253,641 $1,084,765 $1,552,512 Benefits $739,524 $824,206 $965,636 $1,149,757 Materials & Supplies $208,439 $219,204 $186,446 $224,770 Professional/Contractual Services $3,316,160 $3,417,731 $3,618,510 $3,662,458 Equipment $0 $7,730 $0 $0 Lease of Facility/Equipment $8,549 $13,392 $17,514 $19,600 Utilities $141,041 $130,555 $162,009 $176,448 Overhead Cost Allocation ($87,450) ($54,056) ($81,950)($84,950) Capital Projects $0 $86,558 $113,402 $0 Debt Service $0 $26,782 $0 $0 Transfers Out $155,346 $180,377 $113,300 $105,000 Total Expenditures $5,692,590 $6,106,120 $6,179,632 $6,805,595 Revenues $5,850,062 $6,480,870 $6,260,727 $8,654,269 Expenditures by Category ($5,692,590)($6,106,120)($6,179,632)($6,805,595) Surplus or Approved Use of Fund Balance $157,472 $374,750 $81,095 $1,848,674 City of Grand Terrace FY 2021-22 Proposed General Fund Revenue and Expenditure Report 25 F.7.b Packet Pg. 188 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) CITY OF GRAND TERRACE FY2021-22 TRANSFERS 29 F.7.b Packet Pg. 189 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) INTERFUND TRANSFERS 2020-21 Fund Account Number Adopted OPERATIONS TRANSFERS OUT 10 GENERAL FUND 10-190-999-000-000 $80,000 $80,000 TRANSFERS IN 16 GAS TAX FUND 16-800-10 $70,000 $70,000 GRANTS TRANSFERS OUT 15 AIR QUALITY IMPROVEMENT FUND 15-999-999-000-000 $3,860 $3,860 TRANSFERS IN 65 SENIOR BUS PROGRAM FUND 65-800-10 $10,000 65 SENIOR BUS PROGRAM FUND 65-800-15 $3,860 $13,860 INTRA-FUND TRANSFERS 2020-21 Fund Account Number Adopted GENERAL FUND TRANSFERS OUT 10 GENERAL FUND 10-999-999-061-000 $20,000 10 GENERAL FUND 10-999-999-062-000 $5,000 $25,000 TRANSFERS IN 61 COMMUNITY BENEFITS FUND 61-800-10 $20,000 62 LIGHT UP GRAND TERRACE FUND 62-800-10 $5,000 $25,000 City of Grand Terrace FY2021-22 Proposed Budget Transfers 30 F.7.b Packet Pg. 190 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) CITY OF GRAND TERRACE FY2021-22 GENERAL FUND By Department 31 F.7.b Packet Pg. 191 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 2020-21 Budget 2021-22 Proposed Budget REVENUES Property Tax $1,971,250 $3,989,040 Residual Receipts - RPTTF $1,442,400 $176,900 Proceeds from Sale of Property $0 $1,798,700 Franchise Fees $534,790 $620,000 Licenses, Fees & Permits $456,510 $490,000 Sales Tax $785,400 $988,000 Intergovernmental Revenue/Grants $26,500 $31,220 Charges for Services $207,900 $141,100 Fines & Forfeitures $72,500 $66,300 Miscellaneous $15,148 $0 Use of Money & Property $62,000 $34,660 Waste Water Receipts $318,349 $318,349 Transfers In $84,450 $0 Residual Receipts - Sr Ctr $0 $0 Gas Tax $0 $0 TOTAL REVENUES $5,977,197 $8,654,269 EXPENDITURES City Council $67,752 $76,621 City Manager City Manager $593,124 $713,643 Information Technology $93,937 $95,000 Senior Citizens Program $39,592 $31,120 Emergency Operations $3,608 $8,000 City Clerk City Clerk $176,627 $232,963 Historical & Cultural Committee $1,254 $0 City Attorney $209,002 $210,000 Finance $256,843 $480,364 Planning & Development Services Building & Safety $235,208 $297,216 Code Enforcement $250,087 $271,837 Enforcement Program $50,439 $56,500 Community Development $336,336 $432,088 Planning Commission $6,882 $6,882 City of Grand Terrace General Fund Revenue & Expenditure Statement 34 F.7.b Packet Pg. 192 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 2020-21 Budget 2021-22 Proposed Budget City of Grand Terrace General Fund Revenue & Expenditure Statement Public Works Public Works $350,252 $317,608 Facilities Manager $58,262 $60,680 Parks Maintenance $187,114 $234,357 Storm Drain Maintenance $21,557 $29,000 NPDES $8,522 $8,000 Law Enforcement $2,160,076 $2,440,940 Non-Departmental Non-Departmental $840,841 $852,726 Overhead Cost Allocation ($36,950)($49,950) REVENUES $5,977,197 $8,654,269 EXPENDITURES $5,910,365 $6,805,595 Surplus or Approved Use of Fund Balance $66,832 $1,848,674 35 F.7.b Packet Pg. 193 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) FY2021-22 DEVELOPMENT IMPACT FEES 109 F.7.b Packet Pg. 194 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 11 12 13 Street Fund Storm Drain Fund Park Fund Revenues Property Tax $0 $0 $0 Residual Receipts - RPTTF $0 $0 $0 Proceeds from Sale of Property $0 $0 $0 Franchise Fees $0 $0 $0 Licenses, Fees & Permits $83,000 $0 $0 Sales Tax $0 $0 $0 Gas Tax $0 $0 $0 Intergovernmental Revenue/Grants $0 $0 $0 Charges for Services $3,000 $0 $0 Fines & Forfeitures $0 $0 $0 Miscellaneous $0 $0 $0 Use of Money & Property $2,000 $800 $800 Waste Water Receipts $0 $0 $0 Residual Receipts - Sr Ctr $0 $0 $0 Transfers In $0 $0 $0 Total Revenues $88,000 $800 $800 Expenditures Salaries $0 $0 $0 Benefits $0 $0 $0 Materials & Supplies $0 $0 $0 Professional/Contractual Services $0 $0 $0 Equipment $0 $0 $0 Lease of Facility/Equipment $0 $0 $0 Utilities $0 $0 $0 Capital Projects $0 $0 $0 Debt Service $0 $0 $0 Transfers Out $0 $0 $0 Overhead Cost Allocation $0 $0 $0 Total Expenditures $0 $0 $0 Impact to Fund Balance Revenues $88,000 $800 $800 Expenditures $0 $0 $0 Net - Increase to or (Use of) Fund Balance $88,000 $800 $800 FY 2021-22 Proposed Revenue & Expense Report by Fund DEVELOPMENT IMPACT FEES City of Grand Terrace 111 F.7.b Packet Pg. 195 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 19 Facilities Fund Total Revenues Property Tax $0 $0 Residual Receipts - RPTTF $0 $0 Proceeds from Sale of Property $0 $0 Franchise Fees $0 $0 Licenses, Fees & Permits $20,000 $103,000 Sales Tax $0 $0 Gas Tax $0 $0 Intergovernmental Revenue/Grants $0 $0 Charges for Services $0 $3,000 Fines & Forfeitures $0 $0 Miscellaneous $0 $0 Use of Money & Property $600 $4,200 Waste Water Receipts $0 $0 Residual Receipts - Sr Ctr $0 $0 Transfers In $0 $0 Total Revenues $20,600 $110,200 Expenditures Salaries $0 $0 Benefits $0 $0 Materials & Supplies $0 $0 Professional/Contractual Services $0 $0 Lease of Facility/Equipment $0 $0 Utilities $0 $0 Utilities $0 $0 Capital Projects $0 $0 Debt Service $0 $0 Transfers Out $0 $0 Overhead Cost Allocation $0 $0 Total Expenditures $0 $0 Impact to Fund Balance Revenues $20,600 $110,200 Expenditures $0 $0 Net - Increase to or (Use of) Fund Balance $20,600 $110,200 FY 2021-22 Proposed Revenue & Expense Report by Fund DEVELOPMENT IMPACT FEES City of Grand Terrace 112 F.7.b Packet Pg. 196 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) FY2021-22 SPECIAL REVENUE FUNDS 113 F.7.b Packet Pg. 197 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 14 15 16 Supplemental Law Enforcement Svcs Fund (SLESF) Air Quality Improvement Fund Gas Tax Fund Revenues Property Tax $0 $0 $0 Residual Receipts - RPTTF $0 $0 $0 Proceeds from Sale of Property $0 $0 $0 Franchise Fees $0 $0 $0 Licenses, Fees & Permits $0 $15,500 $0 Sales Tax $0 $0 $0 Gas Tax $0 $0 $304,800 Intergovernmental Revenue/Grants $160,000 $0 $350,000 Charges for Services $0 $0 $0 Fines & Forfeitures $0 $0 $0 Miscellaneous $0 $0 $0 Use of Money & Property $0 $0 $400 Waste Water Receipts $0 $0 $0 Residual Receipts - Sr Ctr $0 $0 $0 Transfers In $0 $0 $70,000 Total Revenues $160,000 $15,500 $725,200 Expenditures Salaries $0 $0 $250,575 Benefits $0 $0 $97,330 Materials & Supplies $0 $0 $5,000 Professional/Contractual Services $149,450 $0 $238,770 Equipment $0 $0 $0 Lease of Facility/Equipment $0 $0 $0 Utilities $0 $0 $82,000 Capital Projects $0 $0 $0 Debt Service $0 $0 $0 Transfers Out $0 $13,000 $0 Overhead Cost Allocation $550 $0 $48,400 Total Expenditures $150,000 $13,000 $722,075 Impact to Fund Balance Revenues $160,000 $15,500 $725,200 Expenditures $150,000 $13,000 $722,075 Net - Increase to or (Use of) Fund Balance $10,000 $2,500 $3,125 SPECIAL REVENUE FUNDS City of Grand Terrace FY 2021-22 Adopted Revenue & Expense Report by Fund 116 $350,000 $725,200 $3,125 $725,200 F.7.b Packet Pg. 198 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 17 20 25 Traffic Safety Fund Measure "I" Fund Spring Mountain Ranch Mitigation Fund Revenues Property Tax $0 $0 $0 Residual Receipts - RPTTF $0 $0 $0 Proceeds from Sale of Property $0 $0 $0 Franchise Fees $0 $0 $0 Licenses, Fees & Permits $0 $0 $50,000 Sales Tax $0 $248,200 $0 Gas Tax $0 $0 $0 Intergovernmental Revenue/Grants $0 $0 $0 Charges for Services $0 $0 $0 Fines & Forfeitures $4,000 $0 $0 Miscellaneous $0 $0 $0 Use of Money & Property $0 $400 $3,000 Waste Water Receipts $0 $0 $0 Residual Receipts - Sr Ctr $0 $0 $0 Transfers In $0 $0 $0 Total Revenues $4,000 $248,600 $53,000 Expenditures Salaries $0 $0 $0 Benefits $0 $0 $0 Materials & Supplies $0 $0 $0 Professional/Contractual Services $4,000 $46,272 $50,000 Lease of Facility/Equipment $0 $0 $0 Utilities $0 $0 $0 Utilities $0 $0 $0 Capital Projects $0 $40,000 $0 Debt Service $0 $0 $0 Transfers Out $0 $0 $0 Overhead Cost Allocation $0 $33,000 $0 Total Expenditures $4,000 $119,272 $50,000 Impact to Fund Balance Revenues $4,000 $248,600 $53,000 Expenditures $4,000 $119,272 $50,000 Net - Increase to or (Use of) Fund Balance $0 $129,328 $3,000 SPECIAL REVENUE FUNDS City of Grand Terrace FY 2021-22 Adopted Revenue & Expense Report by Fund 117 F.7.b Packet Pg. 199 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 26 67 76 Landscape & Lighting Assessment Dist Public, Educational & Gov't Access (PEG) Enhanced Infrastructure Fin Dist (EIFD) Revenues Property Tax $57,325 $0 $0 Residual Receipts - RPTTF $0 $0 $0 Proceeds from Sale of Property $0 $0 $0 Franchise Fees $0 $0 $0 Licenses, Fees & Permits $0 $0 $0 Sales Tax $0 $0 $0 Gas Tax $0 $0 $0 Intergovernmental Revenue/Grants $0 $,00 $0 Charges for Services $0 $0 $0 Fines & Forfeitures $0 $0 $0 Miscellaneous $0 $0 $0 Use of Money & Property $0 $0 $0 Waste Water Receipts $0 $0 $0 Residual Receipts - Sr Ctr $0 $0 $0 Transfers In $0 $0 $0 Total Revenues $57,325 $,00 $0 Expenditures Salaries $0 $0 $0 Benefits $0 $0 $0 Materials & Supplies $0 $0 $0 Professional/Contractual Services $58,889 $21,500 $0 Lease of Facility/Equipment $0 $0 $0 Utilities $0 $0 $0 Utilities $7,120 $0 $0 Capital Projects $0 $0 $0 Debt Service $0 $0 $0 Transfers Out $0 $0 $0 Overhead Cost Allocation $0 $0 $0 Total Expenditures $66,009 $21,500 $0 Impact to Fund Balance Revenues $57,325 $,00 $0 Expenditures $66,009 $21,500 $0 Net - Increase to or (Use of) Fund Balance ($8,684)$$0 SPECIAL REVENUE FUNDS City of Grand Terrace FY 2021-22 Adopted Revenue & Expense Report by Fund 118 $,00$ $,00$ $,00$ $$ F.7.b Packet Pg. 200 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 56 RMRA Fund TOTAL Revenues Property Tax $0 $57,325 Residual Receipts - RPTTF $0 $0 Proceeds from Sale of Property $0 $0 Franchise Fees $0 $0 Licenses, Fees & Permits $0 $65,500 Sales Tax $0 $248,200 Gas Tax $0 $304,800 Intergovernmental Revenue/Grants $239,000 $418,300 Charges for Services $0 $0 Fines & Forfeitures $0 $4,000 Miscellaneous $0 $0 Use of Money & Property $0 $3,800 Waste Water Receipts $0 $0 Residual Receipts - Sr Ctr $0 $0 Transfers In $0 $70,000 Total Revenues $239,000 $1,171,925 Expenditures Salaries $0 $250,575 Benefits $0 $97,330 Materials & Supplies $0 $5,000 Professional/Contractual Services $0 $568,881 Equipment $0 $0 Lease of Facility/Equipment $0 $0 Utilities $0 $89,120 Capital Projects $0 $40,000 Debt Service $0 $0 Transfers Out $0 $13,000 Overhead Cost Allocation $0 $81,950 Total Expenditures $0 $1,145,856 Impact to Fund Balance Revenues $239,000 $1,171,925 Expenditures $0 $1,145,856 Net - Increase to or (Use of) Fund Balance $239,000 $26,069 SPECIAL REVENUE FUNDS City of Grand Terrace FY 2021-22 Adopted Revenue & Expense Report by Fund 119 F.7.b Packet Pg. 201 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) FY2021-22 WASTE WATER FUNDS 121 F.7.b Packet Pg. 202 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 21 Waste Water Disposal Fund TOTAL Revenues Property Tax $0 $0 Residual Receipts - RPTTF $0 $0 Proceeds from Sale of Property $0 $0 Franchise Fees $0 $0 Licenses, Fees & Permits $0 $0 Sales Tax $0 $0 Gas Tax $0 $0 Intergovernmental Revenue/Grants $0 $0 Charges for Services $0 $0 Fines & Forfeitures $0 $0 Miscellaneous $0 $0 Use of Money & Property $4,000 $4,000 Waste Water Receipts $0 $0 Residual Receipts - Sr Ctr $0 $0 Transfers In $0 $0 Total Revenues $4,000 $4,000 Expenditures Salaries $0 $0 Benefits $0 $0 Materials & Supplies $0 $0 Professional/Contractual Services $0 $0 Equipment $0 $0 Lease of Facility/Equipment $0 $0 Utilities $0 $0 Capital Projects $0 $0 Debt Service $0 $0 Transfers Out $0 $0 Overhead Cost Allocation $0 $0 Total Expenditures $0 $0 Impact to Fund Balance Revenues $4,000 $4,000 Expenditures $0 $0 Net - Increase to or (Use of) Fund Balance $4,000 $4,000 ENTERPRISE FUND City of Grand Terrace FY 2021-22 Prposed Revenue & Expense Report by Fund 123 F.7.b Packet Pg. 203 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) FY2021-22 GRANTS 125 F.7.b Packet Pg. 204 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 22 65 66 Community Dev Block Grant (CDBG) Senior Bus Program Cal Recycle Grant Revenues Property Tax $0 $0 $0 Residual Receipts - RPTTF $0 $0 $0 Proceeds from Sale of Property $0 $0 $0 Franchise Fees $0 $0 $0 Licenses, Fees & Permits $0 $0 $0 Sales Tax $0 $0 $0 Gas Tax $0 $0 $0 Intergovernmental Revenue/Grants $69,934 $132,875 $0 Charges for Services $0 $0 $0 Fines & Forfeitures $0 $0 $0 Miscellaneous $0 $10,000 $0 Use of Money & Property $0 $30 $0 Waste Water Receipts $0 $0 $0 Residual Receipts - Sr Ctr $0 $0 $0 Transfers In $0 $13,860 $0 Total Revenues $69,934 $156,765 $0 Expenditures Salaries $0 $36,648 $0 Benefits $0 $24,449 $0 Materials & Supplies $0 $0 $0 Professional/Contractual Services $69,934 $14,370 $0 Equipment $0 $0 $0 Lease of Facility/Equipment $0 $45,600 $0 Utilities $0 $0 $0 Capital Projects $0 $0 $0 Debt Service $0 $0 $0 Transfers Out $0 $0 $0 Overhead Cost Allocation $0 $0 $0 Total Expenditures $69,934 $121,067 $0 Impact to Fund Balance Revenues $69,934 $156,765 $0 Expenditures $69,934 $121,067 $0 Net - Increase to or (Use of) Fund Balance $0 $35,698 $0 GRANT FUNDS City of Grand Terrace FY 2021-22 Proposed Revenue & Expense Summary by Fund Category 128 F.7.b Packet Pg. 205 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 73 74 75 Active Transportation Program (ATP) Highway Safety Improv Program (HSIP) Emergency Mgmt Preparedness Grant (EMPG) Revenues Revenues Property Tax $0 $0 $0 Residual Receipts - RPTTF $0 $0 $0 Proceeds from Sale of Property $0 $0 $0 Franchise Fees $0 $0 $0 Licenses, Fees & Permits $0 $0 $0 Sales Tax $0 $0 $0 Gas Tax $0 $0 $0 Intergovernmental Revenue/Grants $0 $44,000 $0 Charges for Services $0 $0 $0 Fines & Forfeitures $0 $0 $0 Miscellaneous $0 $0 $0 Use of Money & Property $0 $0 $0 Waste Water Receipts $0 $0 $0 Residual Receipts - Sr Ctr $0 $0 $0 Transfers In $0 $0 $0 Total Revenues $0 $44,000 $0 Expenditures Expenditures Salaries $0 $0 $0 Benefits $0 $0 $0 Materials & Supplies $0 $0 $0 Professional/Contractual Services $0 $0 $0 Lease of Facility/Equipment $0 $0 $0 Utilities $0 $0 $0 Utilities $0 $0 $0 Capital Projects $0 $44,000 $0 Debt Service $0 $0 $0 Transfers Out $0 $0 $0 Overhead Cost Allocation $0 $0 $0 Total Expenditures $0 $44,000 $0 Impact to Fund Balance Impact to Fund Balance Revenues $0 $44,000 $0 Expenditures $0 $44,000 $0 Net - Increase to or (Use of) Fund Balance $0 $0 $0 GRANT FUNDS City of Grand Terrace FY 2021-22 Proposed Revenue & Expense Summary by Fund Category 129 F.7.b Packet Pg. 206 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 77 92 So. Cal Incentive Project (SCIP) Community Dev Block Grant - Covid 19 (CDBG) TOTAL Revenues Property Tax $0 $0 $0 Residual Receipts - RPTTF $0 $0 $0 Proceeds from Sale of Property $0 $0 $0 Franchise Fees $0 $0 $0 Licenses, Fees & Permits $0 $0 $0 Sales Tax $0 $0 $0 Gas Tax $0 $0 $0 Intergovernmental Revenue/Grants $0 $141,000 $387,809 Charges for Services $0 $0 $0 Fines & Forfeitures $0 $0 $0 Miscellaneous $0 $0 $10,000 Use of Money & Property $0 $0 $30 Waste Water Receipts $0 $0 $0 Residual Receipts - Sr Ctr $0 $0 $0 Transfers In $0 $0 $13,860 Total Revenues $0 $141,000 $411,699 Expenditures Salaries $0 $0 $36,648 Benefits $0 $0 $24,449 Materials & Supplies $0 $0 $0 Professional/Contractual Services $0 $141,000 $225,304 Equipment $0 $0 $0 Lease of Facility/Equipment $0 $0 $45,600 Utilities $0 $0 $0 Capital Projects $0 $0 $44,000 Debt Service $0 $0 $0 Transfers Out $0 $0 $0 Overhead Cost Allocation $0 $0 $0 Total Expenditures $0 $141,000 $376,001 Impact to Fund Balance Revenues $0 $141,000 $411,699 Expenditures $0 $141,000 $376,001 Net - Increase to or (Use of) Fund Balance $0 $0 $35,698 GRANT FUNDS City of Grand Terrace FY 2021-22 Proposed Revenue & Expense Summary by Fund Category 130 92 $141,000 $141,000 $387,809 $411,699 $225,304 $376,001 $411,699 $376,001 F.7.b Packet Pg. 207 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) FY2021-22 SUCCESSOR AGENCY 131 F.7.b Packet Pg. 208 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 31 32 33 S/A RDA Obligation Retirement / Revenue Fund S/A Capital Projects Fund S/A Debt Service Fund Revenues Property Tax $0 $0 $0 Residual Receipts - RPTTF $0 $0 $0 Proceeds from Sale of Property $0 $0 $0 Franchise Fees $0 $0 $0 Licenses, Fees & Permits $0 $0 $0 Sales Tax $0 $0 $0 Gas Tax $0 $0 $0 Intergovernmental Revenue/Grants $0 $0 $0 Charges for Services $0 $0 $0 Fines & Forfeitures $0 $0 $0 Miscellaneous $0 $0 $0 Use of Money & Property $0 $0 $0 Waste Water Receipts $0 $0 $0 Residual Receipts - Sr Ctr $0 $0 $0 Transfers In $0 $0 $0 Total Revenues $0 $0 $0 Expenditures Salaries $0 $0 $0 Benefits $0 $0 $0 Materials & Supplies $0 $0 $0 Professional/Contractual Services $0 $0 $0 Equipment $0 $0 $0 Lease of Facility/Equipment $0 $0 $0 Utilities $0 $0 $0 Capital Projects $0 $0 $0 Debt Service $0 $0 $0 Transfers Out $0 $0 $0 Overhead Cost Allocation $0 $0 $0 Total Expenditures $0 $0 $0 Impact to Fund Balance Revenues $0 $0 $0 Expenditures $0 $0 $0 Net - Increase to or (Use of) Fund Balance $0 $0 $0 FY 2021-22 Proposed Revenue & Expense Report by Fund SUCCESSOR AGENCY City of Grand Terrace 133 F.7.b Packet Pg. 209 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 36 2011 A & B Taxx Allocation Bond Proceeds Total Revenues Property Tax $0 $0 Residual Receipts - RPTTF $0 $0 Proceeds from Sale of Property $0 $0 Franchise Fees $0 $0 Licenses, Fees & Permits $0 $0 Sales Tax $0 $0 Gas Tax $0 $0 Intergovernmental Revenue/Grants $0 $0 Charges for Services $0 $0 Fines & Forfeitures $0 $0 Miscellaneous $0 $0 Use of Money & Property $0 $0 Waste Water Receipts $0 $0 Residual Receipts - Sr Ctr $0 $0 Transfers In $0 $0 Total Revenues $0 $0 Expenditures Salaries $0 $0 Benefits $0 $0 Materials & Supplies $0 $0 Professional/Contractual Services $0 $0 Lease of Facility/Equipment $0 $0 Utilities $0 $0 Utilities $0 $0 Capital Projects $0 $0 Debt Service $0 $0 Transfers Out $0 $0 Overhead Cost Allocation $0 $0 Total Expenditures $0 $0 Impact to Fund Balance Revenues $0 $0 Expenditures $0 $0 Net - Increase to or (Use of) Fund Balance $0 $0 FY 2021-22 Proposed Revenue & Expense Report by Fund SUCCESSOR AGENCY City of Grand Terrace 134 F.7.b Packet Pg. 210 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) FY2021-22 CAPITAL PROJECT FUNDS 135 F.7.b Packet Pg. 211 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 45 46 47 Capital Improvements - Commerce Way Capital Improvements - Streets Capital Projects Barton-Colton Bridge Revenues Property Tax $0 $0 $0 Residual Receipts - RPTTF $0 $0 $0 Proceeds from Sale of Property $0 $0 $0 Franchise Fees $0 $0 $0 Licenses, Fees & Permits $0 $0 $0 Sales Tax $0 $0 $0 Gas Tax $0 $0 $0 Intergovernmental Revenue/Grants $0 $0 $0 Charges for Services $0 $0 $0 Fines & Forfeitures $0 $0 $0 Miscellaneous $0 $0 $0 Use of Money & Property $0 $0 $0 Waste Water Receipts $0 $0 $0 Residual Receipts - Sr Ctr $0 $0 $0 Transfers In $0 $0 $0 Total Revenues $0 $0 $0 Expenditures Salaries $0 $0 $0 Benefits $0 $0 $0 Materials & Supplies $0 $0 $0 Professional/Contractual Services $772,927 $0 $0 Equipment $0 $0 $0 Lease of Facility/Equipment $0 $0 $0 Utilities $0 $0 $0 Capital Projects $66,667 $0 $0 Debt Service $0 $0 $0 Transfers Out $0 $0 $0 Overhead Cost Allocation $0 $0 $0 Total Expenditures $839,594 $0 $0 Impact to Fund Balance Revenues $0 $0 $0 Expenditures $839,594 $0 $0 Net - Increase to or (Use of) Fund Balance ($839,594)$0 $0 FY 2021-22 Proposed Revenue & Expense Report Fund CAPITAL PROJECT FUNDS City of Grand Terrace 137 F.7.b Packet Pg. 212 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 49 Capital Projects Fund - Parks Total Revenues Property Tax $0 $0 Residual Receipts - RPTTF $0 $0 Proceeds from Sale of Property $0 $0 Franchise Fees $0 $0 Licenses, Fees & Permits $0 $0 Sales Tax $0 $0 Gas Tax $0 $0 Intergovernmental Revenue/Grants $1,412,000 $1,412,000 Charges for Services $0 $0 Fines & Forfeitures $0 $0 Miscellaneous $0 $0 Use of Money & Property $0 $0 Waste Water Receipts $0 $0 Residual Receipts - Sr Ctr $0 $0 Transfers In $0 $0 Total Revenues $1,412,000 $1,412,000 Expenditures Salaries $0 $0 Benefits $0 $0 Materials & Supplies $0 $0 Professional/Contractual Services $0 $772,927 Lease of Facility/Equipment $0 $0 Utilities $0 $0 Utilities $0 $0 Capital Projects $1,624,000 $1,690,667 Debt Service $0 $0 Transfers Out $0 $0 Overhead Cost Allocation $0 $0 Total Expenditures $1,624,000 $2,463,594 Impact to Fund Balance Revenues $1,412,000 $1,412,000 Expenditures $1,624,000 $2,463,594 Net - Increase to or (Use of) Fund Balance ($212,000)($1,051,594) FY 2021-22 Proposed Revenue & Expense Report Fund CAPITAL PROJECT FUNDS City of Grand Terrace 138 F.7.b Packet Pg. 213 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) FY2021-22 HOUSING SUCCESSOR AGENCY 139 F.7.b Packet Pg. 214 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) 52 Housing Authority TOTAL Revenues Property Tax $0 $0 Residual Receipts - RPTTF $0 $0 Proceeds from Sale of Property $0 $0 Franchise Fees $0 $0 Licenses, Fees & Permits $0 $0 Sales Tax $0 $0 Gas Tax $0 $0 Intergovernmental Revenue/Grants $313,000 $313,000 Charges for Services $0 $0 Fines & Forfeitures $0 $0 Miscellaneous $0 $0 Use of Money & Property $0 $0 Waste Water Receipts $0 $0 Residual Receipts - Sr Ctr $0 $0 Transfers In $0 $0 Total Revenues $313,000 $313,000 Expenditures Salaries $48,147 $48,147 Benefits $20,851 $20,851 Materials & Supplies $0 $0 Professional/Contractual Services $70 $70 Equipment $0 $0 Lease of Facility/Equipment $0 $0 Utilities $180 $180 Capital Projects $0 $0 Debt Service $0 $0 Transfers Out $0 $0 Overhead Cost Allocation $0 $0 Total Expenditures $69,248 $69,248 Impact to Fund Balance Revenues $313,000 $313,000 Expenditures $69,248 $69,248 Net - Increase to or (Use of) Fund Balance $243,752 $243,752 HOUSING AUTHORITY City of Grand Terrace FY 2020-21 Proposed Revenue & Expense Report by Fund 141 $313,000 $313,000 $313,000 $313,000 $48,147 $20,851 $48,147 $313,000 $313,000 $69,248 $69,248 $243,752 $243,752 F.7.b Packet Pg. 215 At t a c h m e n t : A t t a c h m e n t A t o F Y 2 0 2 1 - 2 2 R e s o l u t i o n ( C o n t i n u e d D e l i b e r a t i o n s a n d A d o p t i o n o f t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 2 1 - 2 2 ) AGENDA REPORT MEETING DATE: June 22, 2021 Council Item TITLE: Historical & Cultural Activities Committee Member Appointments and Process PRESENTED BY: Debra Thomas, City Clerk RECOMMENDATION: 1. That Each City Council Member Nominate an Applicant From the Six (6) Applications Received as Their Nominee to the Historical & Cultural Activities Committee 2. That, Upon Selection of the Nominees by Each City Council Member, the Mayor Appoint, Subject to City Council Approval, the Nominees to the Historical & Cultural Activities Committee. 3. That the Mayor Appoint, Subject to City Council Approval, the Remaining Applicant as an At-Large Historical & Cultural Activities Committee Member. 4. Direct Staff to prepare an item consolidating all rules and procedures governing the Historical & Cultural Activities Committee for the City Council’s consideration and approval at a future meeting. 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 Historical & Cultural Activities Committee is a seven-member Committee appointed by the Mayor, subject to City Council approval, and serves four-year terms at the pleasure of the City Council. The terms alternate so that every two (2) years at least two (2) appointments are set to expire. Additionally, the Membership and Appointment process of the Historical & Cultural Activities Committee shall be made by minute record of the City Council and shall continue in effect until a successor is appointed. Each member of the City Council shall nominate one (1) member of the Historical and Cultural Activities Committee and the remaining two (2) members shall be appointed by majority vote of the City Council (Attachment I). G.8 Packet Pg. 216 DISCUSSION: Filling Vacancies on the Historical & Cultural Activities Committee Currently, the Historical & Cultural Activities Committee has seven (7) vacancies due to the Committee Members’ previous resignations. Pursuant to Government Code section 54975(a), “[w]henever an unscheduled vacancy occurs in any board, commission, or committee for which the legislative body has the appointing power, whether due to resignation, death, termination, or other causes, a special vacancy notice shall be posted in the office of the clerk of the local agency, on either the local agency’s Internet Web site or at the library designated pursuant to Section 54973, and in other places as directed by the legislative body, not earlier than 20 days before or not later than 20 days after the vacancy occurs. Final appointment to the board, commission, or committee shall not be made by the legislative body for at least 10 working days after the posting of the notice in the clerk’s office.” The notice of vacancy has been published as stated above since May 14, 2021. The City has received six (6) applications (attached hereto) from the following community members to serve on the Committee: Frank’e Byma Renae Walker MaryBeth Correra Michelle Greer Becky Giroux Louise Lunstrum Consolidating Rules and Procedures Throughout the City’s history, the rules and procedures governing the Historical & Cultural Activities Committee have been variously established and adopted by City Council minute orders and resolutions. It desirable that these rules and regulations be consolidated into one document in order to provide clarity on such rules and procedures. At this time, and based on the foregoing, it is staff’s recommendation (1) that each City Council Member nominate an applicant from the six (6) applications received as their nominee to the Historical & Cultural Activities Committee; (2) that upon selection of the nominees by each City Council Member, the Mayor appoint, subject to City Council approval, the nominees to the Historical & Cultural Activities Committee; (3) that the Mayor appoint, subject to City Council approval, the remaining applicant as an at-large Historical & Cultural Activities Committee Member; and (4) that the City Council direct Staff to prepare an item consolidating all rules and procedures governing the Historical & Cultural Activities Committee for the City Council’s consideration and approval at a future meeting. G.8 Packet Pg. 217 FISCAL IMPACT: None. ATTACHMENTS: • Attachment I - H&C Committee Minutes - 12-04-1980 (PDF) • Application for Citizen Service - Frank'e Byma_Redacted (PDF) • Application for Citizen Service - Renae Walker_Redacted (PDF) • Application for Citizen Service - MaryBeth Correra_Redacted (PDF) • Application for Citizen Service - Michelle Greer_Redacted (PDF) • Application for Citizen Service - Becky Giroux_Redacted (PDF) • Application for Citizen Service - Louise Lunstrum_Redacted (PDF) APPROVALS: Debra Thomas Completed 06/16/2021 8:04 AM City Attorney Completed 06/17/2021 7:26 AM City Manager Completed 06/17/2021 8:35 PM City Council Pending 06/22/2021 6:00 PM G.8 Packet Pg. 218 G.8.a Packet Pg. 219 At t a c h m e n t : A t t a c h m e n t I - H & C C o m m i t t e e M i n u t e s - 1 2 - 0 4 - 1 9 8 0 ( H i s t o r i c a l & C u l t u r a l A c t i v i t i e s C o m m i t t e e M e m b e r A p p o i n t m e n t s ) June 1, 2021 Re: Historical and Cultural Committee Nominee Consideration To whom it may concern: I, Renae Walker, am honored to considered for this position. I have been a member of this community that I love since 2003, directly and indirectly since 1981 when my extended family first moved here. In my time here I have become a board member of the Grand Terrace Community Soccer Club since 2008 serving in many various positions and am currently the Secretary, as board member of The Foundation of Grand Terrace as The Community Events Chair since 2019, and current board member on Grand Terrace Little League as well as being on the Planning Committee to Grand Terrace Community Day since 2017. Being a part of the community I believe in so much, is a delight and driving force in all my activities in the City. I am excited to see what this new committee will hold for myself and the City of Grand Terrace. Thank you for your consideration, Renae Walker G.8.c Packet Pg. 222 At t a c h m e n t : A p p l i c a t i o n f o r C i t i z e n S e r v i c e - R e n a e W a l k e r _ R e d a c t e d ( H i s t o r i c a l & C u l t u r a l A c t i v i t i e s C o m m i t t e e M e m b e r A p p o i n t m e n t s ) G.8.d Packet Pg. 223 At t a c h m e n t : A p p l i c a t i o n f o r C i t i z e n S e r v i c e - M a r y B e t h C o r r e r a _ R e d a c t e d ( H i s t o r i c a l & C u l t u r a l A c t i v i t i e s C o m m i t t e e M e m b e r A p p o i n t m e n t s ) G.8.e Packet Pg. 224 At t a c h m e n t : A p p l i c a t i o n f o r C i t i z e n S e r v i c e - M i c h e l l e G r e e r _ R e d a c t e d ( H i s t o r i c a l & C u l t u r a l A c t i v i t i e s C o m m i t t e e M e m b e r A p p o i n t m e n t s ) G.8.f Packet Pg. 225 At t a c h m e n t : A p p l i c a t i o n f o r C i t i z e n S e r v i c e - B e c k y G i r o u x _ R e d a c t e d ( H i s t o r i c a l & C u l t u r a l A c t i v i t i e s C o m m i t t e e M e m b e r A p p o i n t m e n t s ) G.8.g Packet Pg. 226 At t a c h m e n t : A p p l i c a t i o n f o r C i t i z e n S e r v i c e - L o u i s e L u n s t r u m _ R e d a c t e d ( H i s t o r i c a l & C u l t u r a l A c t i v i t i e s C o m m i t t e e M e m b e r A p p o i n t m e n t s ) AGENDA REPORT MEETING DATE: June 22, 2021 Council Item TITLE: Approval of Annual Appropriations Limit for Fiscal Year 2021-22, Including Adoption of the Price Factor and Population Change Factor for the Appropriations Limit Calculation PRESENTED BY: Terry Shea, Interim Finance Director RECOMMENDATION: (1) Approve the selection of the Change in Per Capita Personal Income of 5.73% as the Price Factor for the Fiscal Year 2021-22 Appropriations Limit Calculation; and (2) Approve the selection of the Change in County of San Bernardino Population of 0.17% as the Population Change Factor for the Fiscal Year 2021-2022 Appropriations Limit Calculation; and (3) Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2021-22, INCLUDING ADOPTION OF THE PRICE FACTOR AND POPULATION CHANGE FACTOR FOR THE APPROPRIATIONS LIMIT CALCULATION 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: On November 6, 1979, California voters approved the Gann Spending Limitation Initiative (Proposition 4) establishing Article XIIIB of the State Constitution. Article XIIIB sets limits on the amount of tax revenues that the State and most local governments can appropriate within a given fiscal year. Its basic provisions are as follows: • Each year, the State and local governments must adopt a resolution establishing an Appropriations Limit, also known as the “Gann Limit”. Fiscal Year 1984-85 appropriations serve as the base for this limit, with adjustments being made annually to reflect increases in population, the cost of living, and financial responsibility transfers. • Only tax proceeds are subject to the limit. Charges for services, regulatory fees, grants, loans, donations and other non-tax proceeds are not subject to the limit. Exemptions are also made for voter-approved debt, debt that existed prior to January 1, 1979, and for the G.9 Packet Pg. 227 cost of compliance with court or Federal government mandates. • All tax revenues received in excess of the Appropriations Limit must be refunded to taxpayers within a two-year period. • The voters may approve an increase in the Appropriations Limit. For the increase to remain in effect, however, it must be re-approved by voters at four-year intervals. On June 5, 1990, California voters approved the Traffic Congestion Relief and Spending Limitation Act (Proposition 111), which made various amendments to Article XIIIB of the State Constitution. The major changes, which became effective July 1, 1990, are as follows: • The change in the cost of living is defined to be either the change in California per capita personal income or the change in assessed valuation due to the addition of non-residential new construction. Previously, the change in the cost of living was defined as the lesser of the change in the U.S. Consumer Price Index or the change in California per capita personal income. • The change in population is defined as either a change in the City’s population or a change in the County’s population, whichever is greater. • “Qualified capital outlay projects” were added to the items exempted from the Appropriations Limit. Qualified capital outlay projects must have a useful life of ten or more years and a cost that equals or exceeds $100,000. • Tax revenues received in excess of the Appropriations Limit must be refunded to taxpayers only if the limit is exceeded over a two-year period. The annual calculation of the Appropriations Limit must be reviewed as part of the City’s annual financial audit. DISCUSSION: As indicated above, Proposition 111 made several changes to the method used to calculate the Appropriations Limit. The change in the cost of living (or “price factor”) is defined to be either the change in California per capita personal income or the change in assessed valuation due to the addition of non-residential new construction. Following are the two options for the City’s FY 2021-22 Appropriations Limit calculation: 1) Change in California per capita personal income (provided by California Department of Finance): 5.73% 2) Change in Grand Terrace assessed valuation from 2021 to 2022 due to the addition of non-residential new construction: This information is not yet available from the County Assessor’s office. When the data is available, if it is greater than the change in California per capita personal income, the Appropriations Limit will be revised and resubmitted to the City Council for approval. Based on the above information, the change in California per capita personal income has been used as the price factor for the FY 2021-22 Appropriations Limit calculation. G.9 Packet Pg. 228 The “population factor” to be used in calculating the Appropriations Limit is defined by Proposition 111 as either a change in the City’s population or a change in the County’s population, whichever is greater. Per information provided by the California Department of Finance, following are the population changes from 2021 to 2022: 1) Change in City of Grand Terrace population: (-0.07%) 2) Change in San Bernardino County population: 0.17% Since Option 2 (change in San Bernardino County population) is greater than the City of Grand Terrace population change, it is recommended to be used as the population factor for the FY 2021-22 Appropriations Limit calculation. Exhibit A provides the calculation of the FY 2021-22 Appropriations Limit using the recommended price and population factors. Exhibit B identifies the revenues that are classified as tax proceeds and those that are classified as non-tax proceeds for Appropriations Limit purposes. Exhibit C is the Department of Finance letter providing the per capita personal income and population change information used in the Appropriations Limit calculation. The City’s Appropriations Limit for FY 2020-21 was $15,262,095. The recommended change factor, as allowed by Proposition 111 due to cost of living and population changes, is 1.0591. This results in a FY 2021-22 Appropriations Limit of $16,164,085. The FY 2021-22 Proposed Budget contains appropriations subject to the Appropriations Limit of $5,346,106 which is $10,817,978 below the City’s legal limit. FISCAL IMPACT: There is no fiscal impact associated with adoption of the FY 2021-22 Appropriations Limit, as the City is safely within its legal appropriations limit for FY 2021-22. ATTACHMENTS: • FY 2021-22 Appropriations Limit Resolution (DOCX) • Exhibit A - FY 2021-22 Appropriations Limit Calculation (PDF) • Exhibit B - Revenue Classification (PDF) • Exhibit C - DOF Price and Population Letter 2021 (PDF) APPROVALS: Terry Shea Completed 06/11/2021 11:03 AM Finance Completed 06/11/2021 11:04 AM City Attorney Completed 06/15/2021 3:44 PM City Manager Completed 06/17/2021 8:36 PM G.9 Packet Pg. 229 City Council Pending 06/22/2021 6:00 PM G.9 Packet Pg. 230 Page 1 of 3 RESOLUTION NO. 2021-______ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2021-22, INCLUDING ADOPTION OF THE PRICE FACTOR AND POPULATION CHANGE FACTOR FOR THE APPROPRIATIONS LIMIT CALCULATION Recitals WHEREAS, Article XlllB of the California Constitution and Section 7910 of the California Government Code require that each year the City of Grand Terrace shall by resolution, establish an Appropriations Limit for the fiscal year; and WHEREAS, the City Council has adopted the Budget for Fiscal Year 2021-22 on June 22, 2021 and has prepared adjustments to said budget, a copy of which is on file in the Office of the City Clerk and available for public inspection, and WHEREAS, the said Budget and proposed amendments contains the estimates of the services, activities and projects comprising the budget, and contains expenditure requirements and the resources available to the City; and WHEREAS, the City’s Finance Department has prepared calculations and documentation required for and to be used in the determination of certain matters and for the establishment of an Appropriations Limit for the City for Fiscal Year 2021-22; and WHEREAS, in accordance with Section 7910 of the California Government Code, documentation used in the determination of the appropriations limit and other necessary determinations was made available to the public in accordance with the requirements set forth therein; and WHEREAS, the City Council has considered pertinent data such as price and population factors and made such determinations as may be required by law, and has adopted this Resolution at a regularly scheduled meeting of the City Council: and WHEREAS, the Appropriations Limit for the City of Grand Terrace for Fiscal Year 2021- 22 is hereby established at $16,164,085 and the total annual appropriations subject to such limitation for Fiscal Year 2021-22 are determined to be $5,346,106. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS: 1. That $16,164,085 is hereby established as the Appropriations Limit for the City of Grand Terrace for Fiscal Year 2021-22. 2. The City Council hereby adopts the findings and methods of calculation set forth in Exhibit A (Appropriations Limit Calculation) and Exhibit B (Proceeds of Tax Calculation). G.9.a Packet Pg. 231 At t a c h m e n t : F Y 2 0 2 1 - 2 2 A p p r o p r i a t i o n s L i m i t R e s o l u t i o n [ R e v i s i o n 1 ] ( G A N N L i m i t ) Page 2 of 3 3. The City of Grand Terrace reserves the right to revise the factors associated with the calculation of the limit established pursuant to Article XlllB of the California Constitution if such changes or revisions would result in a more advantageous Appropriations Limit in the future. 4. If any section, subsection, sentence, clause, phrase, or portion of this Resolution is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Resolution. The City Council of the City of Grand Terrace hereby declares that it would have adopted this Resolution and each section, subsection, sentence, clause, phrase, or portion thereof irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, or portions be declared invalid or unconstitutional. 5. The City Clerk shall certify to the adoption of this Resolution. 6. This Resolution shall take effect immediately upon its adoption. PASSED, APPROVED AND ADOPTED by the City Council of Grand Terrace at a regular meeting held on the 22nd day of June, 2021. ________________________________ Darcy McNaboe Mayor ATTEST: __________________________________ Debra L. Thomas City Clerk APPROVED AS TO FORM: __________________________________ Adrian R. Guerra City Attorney G.9.a Packet Pg. 232 At t a c h m e n t : F Y 2 0 2 1 - 2 2 A p p r o p r i a t i o n s L i m i t R e s o l u t i o n [ R e v i s i o n 1 ] ( G A N N L i m i t ) Page 3 of 3 G.9.a Packet Pg. 233 At t a c h m e n t : F Y 2 0 2 1 - 2 2 A p p r o p r i a t i o n s L i m i t R e s o l u t i o n [ R e v i s i o n 1 ] ( G A N N L i m i t ) APPROPRIATIONS SUBJECT TO THE LIMIT FY 2021-22 Total Revenue*11,674,483$ Less Non-Proceeds of Tax 6,328,377 A) Total Appropriations Subject to the Limit 5,346,106$ APPROPRIATIONS LIMIT B) FY 2020-21 Appropriations Limit 15,262,095$ C) Change Factor**% Increase Factor Cost of Living Adjustment 5.73 1.0573 Population Adjustment 0.17 1.0017 Change Factor (1.0573 x 1.0017)1.0591 D) Increase (decrease) in Appropriations Limit 901,990$ E) FY 2021-22 Appropriations Limit (B x C)16,164,085$ REMAINING APPROPRIATIONS CAPACITY (E-A)10,817,978$ Remaining Capacity as Percent of the FY 2021-22 Appropriations Limit 66.93% *Revenues are based on FY 2021-22 Proposed Budget (all City funds excluding Successor Agency). ** State Department of Finance Percent of Change in California Per Capita Income Percent of Change in Csan Bernardino County Population EXHIBIT A CITY OF GRAND TERRACE APPROPRIATIONS (GANN) LIMIT CALCULATION FISCAL YEAR 2021-22 G.9.b Packet Pg. 234 At t a c h m e n t : E x h i b i t A - F Y 2 0 2 1 - 2 2 A p p r o p r i a t i o n s L i m i t C a l c u l a t i o n ( G A N N L i m i t ) CITY OF GRAND TERRACE APPROPRIATIONS (GANN) LIMIT PROCEEDS OF TAX CALCULATION FISCAL YEAR 2021-22 BUDGETED BUDGETED PROCEEDS NON-PROCEEDS TOTAL REVENUE SOURCE OF TAX OF TAX REVENUE TAXES Property Tax (1)4,251,965$ 4,251,965$ Sales Tax (2) 988,000 988,000 Business License Tax 95,000 95,000 FEES Franchise Fees 620,000$ 620,000 Building Fees 164,000 164,000 Planning Fees 211,650 211,650 Other Permits/Fees 471,620 471,620 Intergovernmental 1,692,875 1,692,875 Use of Money & Property 2,114,109 2,114,109 Gas Tax/Highway User Fees 543,800 543,800 Measure "I" Transportation 248,200 248,200 SLESF (AB 3229 COPS)160,000 160,000 CDBG 69,934 69,934 Other 19,000 19,000 OPERATING BUDGET SUBTOTAL 5,334,965$ 6,315,188$ 11,650,153$ % of Total 45.79%54.21%100.00% Interest Allocation (3)11,141 13,189 24,330 CAPITAL PROJECT FUNDING Gas Tax/Measure "I"/Transfers - - State Grants - - Bond Proceeds - - CAPITAL PROJECT SUBTOTAL -$ -$ -$ TOTAL 5,346,106$ 6,328,377$ 11,674,483$ Revenues are based on FY 2021-22 Proposed Budget (all City funds excluding Successor Agency). Notes: (1) Includes Property Tax In-Lieu of Vehicle License Fees & RPTTF Residual Receipts (2) Includes Property Tax In-Lieu of Sales Tax (3) Based on percentage of Tax/Non-Tax Proceeds EXHIBIT B G.9.c Packet Pg. 235 At t a c h m e n t : E x h i b i t B - R e v e n u e C l a s s i f i c a t i o n ( G A N N L i m i t ) May 2021 Dear Fiscal Officer: Subject: Price Factor and Population Information Appropriations Limit California Revenue and Taxation Code section 2227 requires the Department of Finance (Finance) to transmit an estimate of the percentage change in population to local governments. Each local jurisdiction must use their percentage change in population factor for January 1, 2021, in conjunction with a change in the cost of living, or price factor, to calculate their appropriations limit for fiscal year 2021-22. Attachment A provides the change in California’s per capita personal income and an example for utilizing the price factor and population percentage change factor to calculate the 2021-22 appropriations limit. Attachment B provides the city and unincorporated county population percentage change. Attachment C provides the population percentage change for counties and their summed incorporated areas. The population percentage change data excludes federal and state institutionalized populations and military populations. Population Percent Change for Special Districts Some special districts must establish an annual appropriations limit. California Revenue and Taxation Code section 2228 provides additional information regarding the appropriations limit. Article XIII B, section 9(C) of the California Constitution exempts certain special districts from the appropriations limit calculation mandate. The code section and the California Constitution can be accessed at the following website: http://leginfo.legislature.ca.gov/faces/codes.xhtml. Special districts required by law to calculate their appropriations limit must present the calculation as part of their annual audit. Any questions special districts have on this requirement should be directed to their county, district legal counsel, or the law itself. No state agency reviews the local appropriations limits. Population Certification The population certification program applies only to cities and counties. California Revenue and Taxation Code section 11005.6 mandates Finance to automatically certify any population estimate that exceeds the current certified population with the State Controller’s Office. Finance will certify the higher estimate to the State Controller by June 1, 2021. Please Note: The prior year’s city population estimates may be revised. The per capita personal income change is based on historical data. Given the stay-at-home orders due to COVID-19, growth in the coming years may be substantially lower than recent trends. If you have any questions regarding this data, please contact the Demographic Research Unit at (916) 323-4086. KEELY MARTIN BOSLER Director By: /s/ Erika Li Erika Li Chief Deputy Director Attachment G.9.d Packet Pg. 236 At t a c h m e n t : E x h i b i t C - D O F P r i c e a n d P o p u l a t i o n L e t t e r 2 0 2 1 ( G A N N L i m i t ) May 2021 Attachment A A. Price Factor: Article XIII B specifies that local jurisdictions select their cost of living factor to compute their appropriation limit by a vote of their governing body. The cost of living factor provided here is per capita personal income. If the percentage change in per capita personal income is selected, the percentage change to be used in setting the fiscal year 2021-22 appropriation limit is: Per Capita Personal Income Fiscal Year Percentage change (FY) over prior year 2021-22 5.73 B. Following is an example using sample population change and the change in California per capita personal income as growth factors in computing a 2021-22 appropriation limit. 2021-22: Per Capita Cost of Living Change = 5.73 percent Population Change = -0.46 percent Per Capita Cost of Living converted to a ratio: 5.73 + 100 = 1.0573 100 Population converted to a ratio: -0.46 + 100 = 0.9954 100 Calculation of factor for FY 2021-22: 1.0573 x 0.9954 = 1.0524 G.9.d Packet Pg. 237 At t a c h m e n t : E x h i b i t C - D O F P r i c e a n d P o p u l a t i o n L e t t e r 2 0 2 1 ( G A N N L i m i t ) Fiscal Year 2021-22 Attachment B Annual Percent Change in Population Minus Exclusions* January 1, 2020 to January 1, 2021 and Total Population, January 1, 2021 Total Population County Percent Change --- Population Minus Exclusions --- City 2020-2021 1-1-20 1-1-21 1-1-2021 San Bernardino Adelanto 0.13 35,102 35,147 35,147 Apple Valley 0.03 74,331 74,350 74,350 Barstow -0.24 24,097 24,040 24,205 Big Bear Lake -0.06 5,192 5,189 5,189 Chino 1.41 83,889 85,073 88,184 Chino Hills -0.22 82,846 82,661 82,661 Colton 0.27 54,051 54,198 54,198 Fontana 1.15 211,519 213,944 213,944 Grand Terrace -0.07 12,408 12,399 12,399 Hesperia 0.23 95,834 96,053 96,053 Highland -0.27 55,211 55,060 55,060 Loma Linda 1.31 24,533 24,854 24,895 Montclair 0.25 39,501 39,598 39,598 Needles -0.54 5,382 5,353 5,353 Ontario 0.67 180,788 182,004 182,004 Rancho Cucamonga 0.05 175,052 175,131 175,131 Redlands -0.01 71,164 71,154 71,154 Rialto -0.24 102,813 102,567 102,567 San Bernardino -0.62 216,384 215,035 216,291 Twentynine Palms 0.09 24,380 24,402 29,967 Upland -0.33 78,769 78,513 78,513 Victorville 0.61 123,241 123,992 127,170 Yucaipa -0.07 55,674 55,634 55,634 Yucca Valley 0.11 22,306 22,330 22,330 Unincorporated -0.20 303,098 302,484 303,912 County Total 0.17 2,157,565 2,161,165 2,175,909 *Exclusions include residents on federal military installations and group quarters residents in state mental institutions, state and federal correctional institutions and veteran homes. G.9.d Packet Pg. 238 At t a c h m e n t : E x h i b i t C - D O F P r i c e a n d P o p u l a t i o n L e t t e r 2 0 2 1 ( G A N N L i m i t ) AGENDA REPORT MEETING DATE: June 22, 2021 Council Item TITLE: Commitment of Fund Balance for Fiscal Year 2020-2021 in Accordance with Governmental Accounting Standards Board Statement No. 54 and City Reserves Policy No. 3.06 PRESENTED BY: Terry Shea, Interim Finance Director RECOMMENDATION: Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, COMITTING FUND BALANCE FOR FISCAL YEAR 2020-21 IN ACCORDANCE WITH GOVERNMENTAL ACCOUNTING STANDARDS BOARD STATEMENT 54 AND CITY RESERVES POLICY NO. 3.06 2030 VISION STATEMENT: This staff report supports City Council Goal #1, “Ensuring Our Fiscal Viability,” through the continuous monitoring of revenue receipts and expenditure disbursements against approved budget appropriations and providing City Council scheduled updates on the City’s fiscal condition. BACKGROUND: In February 2009, the Governmental Accounting Standards Board (GASB) issued Statement 54, Fund Balance Reporting and Governmental Fund Type Definitions. Statement 54 is designed to modify fund balance reporting in governmental funds with the intention to improve financial reporting by providing fund balance categories and classifications that will be more easily understood by the users of our annual financial statements. Fund balance refers to the difference between assets (what the City owns) and liabilities (what the City owes) in the governmental balance sheet. Users of governmental financial statements examine fund balance information to identify the available resources of the governmental entity. Statement 54 sets criteria for fund balance reporting that more clearly defines categories of fund balance. With more concisely defined categories, the nature and extent of the constraints placed on a government’s fund balance are clearer and more transparent. DISCUSSION: G.10 Packet Pg. 239 FUND BALANCE To establish uniformity, GASB Statement 54 created five new classifications of fund balance. Each classification depicts the relative strength of the spending constraint for which the resources can be used. From most to least constrained, the classifications of fund balance are: 1. Non-spendable: Nonspendable fund balance includes amounts that are not in a spendable form (inventory, for example) or are required to be maintained intact (the principal of an endowment fund, or deposits for example). 2. Restricted: Restricted fund balance includes amounts constrained to specific purposes by their providers (such as grant providers, bondholders, and higher levels of government) through constitutional provisions or enabling legislation (balances in special revenue funds are restricted fund balances since their amounts are restricted for a specific purpose). 3. Committed: Committed fund balance includes amounts that can be used only for the specific purposes determined by a formal action of the government's highest level of decision-making authority, in this case, City Council. Commitments may be changed or lifted only by City Council through the same formal action that imposed the constraint originally. As approved by City Council in the previous year, the City’s General Fund committed fund balances consisted of: a) Contingencies; b) Community Projects/Services; c) Public Safety; and d) Equipment Replacement (Fixed Asset Fund). 4. Assigned: Assigned fund balance comprises amounts intended to be used by the governing body (City Council) for specific purposes. The intent can be expressed by the governing body or by an official or body to which the governing body delegates the authority. In this case, staff is requesting that the City Council delegate to the City Manager and/or the Finance Director the authority to assign fund balance. In governmental funds other than the general fund, assigned fund balance represents the amount that is not restricted or committed. This indicates that resources in other governmental funds are intended to be used for the purpose of that fund. 5. Unassigned: Unassigned fund balance is the residual classification for the general fund and includes all amounts not contained in the other classifications. Unassigned amounts are technically available for any purpose. If another governmental fund has a fund balance deficit, then it will be reported as a negative amount in the unassigned classification in that fund. Positive unassigned amounts will be reported only in the general fund. G.10 Packet Pg. 240 SUB-FUNDS City staff established several funds for various programs and activities that staff believed should be recorded and tracked separately from the General Fund for ease of reporting to management and City Council. With the implementation of Statement 54, these funds would be combined with the General Fund’s (Fund 10) fund balance for reporting purposes in the annual financial statements according to the GASB policy; however, City staff will continue to provide internal separate fund reports to City Council for transparency. The funds that will be reported as the collective “General Fund” in the City’s annual financial statements include: 1. General Fund (Fund 10) 2. Community Benefits Fund (Fund 61) 3. Light Up Grand Terrace Fund (Fund 62) 4. GT Illegal Fireworks Enforcement Fund (Fund 63) 5. Public Safety Fund (Fund 64) 6. Community Day Fund (69) 7. Equipment Replacement Reserve Fund (Fund 70) As stated in the Generally Accepted Accounting Principles (GAAP), the General Fund (for purposes of the City’s financial statements) which combines all seven (7) funds listed above into one fund, should maintain a reserve equal to two (2) months of operating revenues (estimates based on budgeted revenues). The table below shows the collective fund balance of the General Fund and as it relates to the GAAP minimum balance requirement as of June 30, 2021: Table 1 General Fund Comm. Benefits Fund Light Up Grand Terrace Fund Illegal Fireworks Fund Public Safety Fund Community Day Fund Eqpt Replc Reserve TOTAL (10) (61) (62) (63) (64) (69) (70) Fund balance, 7-1-2019 $3,183,864 $21,230 $0 $454 $21,721 $0 $1,005 $3,228,274 Actual Revenues (2019-20) $6,480,871 $20,377 $13,006 $6 $326 $5 $15 $6,514,606 Actual Expense (2019-20) ($6,106,122) ($7,997) ($13,535) ($236) $0 $0 $0 ($6,127,890) Fund balance, 6-30- 2020 $3,558,613 $33,610 $(529) $224 $22,047 $5 $1,020 $3,614,990 Estimated Revenues $6,260,727 $10,094 $5,535 $1 $105 $0 $4 $6,276,466 G.10 Packet Pg. 241 (2020-21) Estimated Expense (2020-21) ($6,179,632) ($1,385) ($5,915) $0 $0 $0 $0 ($6,186,932) Fund balance, 6-30- 2021 $3,639,708 $42,319 $(909) $225 $22,152 $5 $1,024 $3,704,524 Operating Reserve (2 months of revenues) $1,043,455 $1,682 $923 $0 $18 $0 $1 $1,046,078 It is good to note that the collective Fund Balance includes any unspent 2011 Excess Bond Proceeds transferred from the Successor Agency as approved by the Department of Finance. As stated earlier, the City uses its budgeted revenues to calculate the minimum fund requirements. The FY2020-21 estimated revenues for the collective General Fund are as follows: Table 2 General Fund Comm. Benefits Fund Light Up Grand Terrace Fund Illegal Fireworks Fund Public Safety Fund Community Day Fund Eqpt Replc Reserve TOTAL (10) (61) (62) (63) (64) (69) (70) Estimated Revenues (2020-21) $6,260,727 $10,094 $5,535 $1 $105 $0 $4 $6,276,466 Operating Reserve (2 months revenues) $1,043,455 $1,682 $923 $0 $18 $0 $1 $1,046,078 The formula for maintaining a reserve equal to two (2) months of operating revenues is: FY2020-21 Estimated revenues: $6,276,466 --------------- X 2 = $1,046,078 (16.7%) 12 G.10 Packet Pg. 242 Staff is recommending that City Council adopt the attached resolution committing the General Fund’s fund balance for Fiscal Year 2020-21 in the following categories shown below: Table 3 City of Grand Terrace Fund Balance Designation: FY2020-21 Nonspendable: Prepaid Costs $0 Land Held for Resale $665,000 Restricted for: Community Development Projects $0 (e.g. Parks Fund, Facilities Fund) Public Safety (e.g. SLESF Fund) $0 Public Works (e.g. Street Fund, facilities projects) $0 Infrastructure Projects $1,092,979 Committed to: Committed to Contingencies (General Fund: #10) $1,046,078 Committed to Community Services • Community Benefits Fund: #61 $1,680 • Light Up Grand Terrace Fund: #62 $920 Assigned Assigned for continuing appropriations (commitments, projects approved in current and prior years that must be carried forward into the new fiscal year) $50,000 Assigned for future debt obligations $94,000 Unassigned $753,867 Total Fund Balance, GENERAL FUND $3,704,524 FISCAL IMPACT: There is no fiscal impact to approving the resolution, designating Fund balance and implementing Statement 54. Total fund balance reported with or without Statement 54 would be the same; only the components of fund balance will be altered. G.10 Packet Pg. 243 ATTACHMENTS: • Resolution 2021-XX Committing Fund Balance for FY2020-21(DOCX) APPROVALS: Finance Completed 06/10/2021 5:53 PM Terry Shea Completed 06/10/2021 5:54 PM City Attorney Completed 06/15/2021 3:24 PM City Manager Completed 06/17/2021 8:36 PM City Council Pending 06/22/2021 6:00 PM G.10 Packet Pg. 244 Page 1 of 3 RESOLUTION NO. 2020-______ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, COMITTING FUND BALANCE FOR FISCAL YEAR 2020-21 IN ACCORDANCE WITH GOVERNMENTAL ACCOUNTING STANDARDS BOARD STATEMENT 54 AND CITY RESERVES POLICY NO. 3.06 Recitals WHEREAS, the Governmental Accounting Standards Board (GASB) issued Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions, establishing a hierarchy clarifying the constraints that govern how a government entity can use amounts reported as fund balance; and WHEREAS, GASB 54 allows the governing body to formalize the commitment of unassigned fund balance to a specified purpose; and WHEREAS, the City Council of the City of Grand Terrace is the highest level of decision-making authority for the City of Grand Terrace, and has the authority to commit, assign, or evaluate existing fund balance classifications and identify the intended uses of committed or assigned funds; and WHEREAS, the committed fund balance classification reflects amounts subject to internal restraints self-imposed by the City Council; and WHEREAS, once the committed fund balance restraints are imposed, it requires the constraint to be removed by the City Council prior to redirecting the funds for other purposes; and WHEREAS, the City Council has determined it will commit its General Fund reserves for Fiscal Years 2020-21 as shown in the table below. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS: 1. The City Council finds that the above recitations are true and correct and, accordingly, are incorporated as a material part of this Resolution. 2. The City Council hereby commits the following fund balance as shown in the table below for fiscal year 2020-2021 in accordance with Governmental Accounting Standards Board Statement 54 and City Reserves Policy No. 3.06: G.10.a Packet Pg. 245 At t a c h m e n t : R e s o l u t i o n 2 0 2 1 - X X C o m m i t t i n g F u n d B a l a n c e f o r F Y 2 0 2 0 - 2 1 ( F u n d B a l a n c e D e s i g n a t i o n - I m p l e m e n t a t i o n o f G A S B 5 4 ) Page 2 of 3 City of Grand Terrace Fund Balance Designation: FY2020-21 Nonspendable: Prepaid Costs $0 Land Held for Resale $665,000 Restricted for: Community Development Projects $0 (e.g. Parks Fund, Facilities Fund) Public Safety (e.g. SLESF Fund) $0 Public Works (e.g. Street Fund, facilities projects) $0 Infrastructure Projects $1,092,979 Committed to: Committed to Contingencies $1,046,078 Committed to Community Services · Community Benefits Fund: #61 $1,680 · Light Up Grand Terrace Fund: #62 $920 Assigned Assigned for continuing appropriations (commitments, projects approved in current and prior years that must be carried forward into the new fiscal year) $50,000 Assigned for future debt obligations $94,000 Unassigned $753,867 Total Fund Balance, GENERAL FUND $3,704,524 3. If any section, subsection, sentence, clause, phrase, or portion of this Resolution is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Resolution. The City Council of the City of Grand Terrace hereby declares that it would have adopted this Resolution and each section, subsection, sentence, clause, phrase, or portion thereof irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, or portions be declared invalid or unconstitutional. 4. The City Clerk shall certify to the adoption of this Resolution. G.10.a Packet Pg. 246 At t a c h m e n t : R e s o l u t i o n 2 0 2 1 - X X C o m m i t t i n g F u n d B a l a n c e f o r F Y 2 0 2 0 - 2 1 ( F u n d B a l a n c e D e s i g n a t i o n - I m p l e m e n t a t i o n o f G A S B 5 4 ) Page 3 of 3 5. This Resolution shall take effect immediately upon its adoption. PASSED, APPROVED AND ADOPTED by the City Council of the City of Grand Terrace at a regular meeting held on the 22nd day of June, 2020. Darcy McNaboe Mayor ATTEST: Debra Thomas City Clerk APPROVED AS TO FORM: Adrian R. Guerra City Attorney G.10.a Packet Pg. 247 At t a c h m e n t : R e s o l u t i o n 2 0 2 1 - X X C o m m i t t i n g F u n d B a l a n c e f o r F Y 2 0 2 0 - 2 1 ( F u n d B a l a n c e D e s i g n a t i o n - I m p l e m e n t a t i o n o f G A S B 5 4 ) CITY OF GRAND TERRACE CITY COUNCIL MINUTES ● JUNE 8, 2021 Council Chamber Regular Meeting 6:00 PM Grand Terrace Civic Center ● 22795 Barton Road City of Grand Terrace ATTACHMENTS TO June 8, 2021 City Council Minutes PowerPoint Presentations Circuit Re liability Review Grand Te rrace 2021 •Southern California Edison (SCE) is an Edison International company •One of the nation’s largestelectricutilities •More than 130 years of history •Headquartered in Rosemead, California •Regulated by the California Public Utilities Commission (CPUC)and the Federal Energy Regulatory Commission (FERC) •50,000 square miles of SCE service area across Central, Coastal,and Southern California •15 million residents through 5 million customer accounts •445 communities and 13 Native American tribes Who We Are 2 Our Grid To deliver safe,reliable,and affordable power, we monitor and maintain a vast electricity system 730,000 Transformers 119,000 Miles of Transmission and Distribution Lines 4,600 Circuits 1.4 Million Poles 50,000 Square Miles 3 Strengthening and Modernizing the Grid •Infrastructure reliability –updating underground cables,poles,switches,and transformers •Wildfire mitigation –hardening infrastructure, bolstering situational awareness capabilities, and enhancing operational practices •Transmission –connecting renewables,installing new substations,and updating lines •Grid readiness –updating the grid for impacts from new technologies •Long-term energy policy –supporting energy storage,electric vehicles,and renewables SCE plans to spend more than $5B eachyeartomaintain, improve, and hardenits infrastructure SCE’s investments support safe,reliable,affordable,and clean energy for our customers 2020 Capital Investments 235 miles of underground cable replaced 97 miles of overhead conductorreplacedforpublicsafety 11.1k distribution poles replaced 3.6k transmission poles replaced 79 underground structurereplacements 4 Protecting Public Safety:Wildfire Mitigation Activities 2020 Year-End Progress Report –Data as of 12/31/20 5 Protecting Public Safety:Public Safety Power Shutoffs •To reduce the threat of wildfires,SCEimplementsPublic Safety Power Shutoffs (PSPS)to temporarily shut off power to somecustomersinareaswithahighriskforwildfirestopreventtheelectricsystemfrombecomingthesourceofignition •PSPS is used as a measure of last resort toprotectpublicsafetyunderdangerousfireweatherconditions, including high winds, low humidity,and dry vegetation •Multiple methods are used to notify people inaffectedareasbefore,during and after a PSPSevent •SCE provides resources to support customers during PSPS and offers several programs andrebatestohelpcustomersbepreparedand more resilient during emergencies •SCE is working to reduce the impact of PSPSand is continuing to strengthen the electric grid to become more resilient in the face ofextremeweatherevents 6 Pathway 2045:Key steps California must take to reach carbon neutrality Creating a Clean Energy Future 100%of grid sales with carbon-free electricity 80 GW of utility-scale clean generation 30 GW of utility-scaleenergy storage 7 70%of all buildings will use efficient electric space and water heating 90%fewer GHG emissions from all-electric homes 26 million electric vehicles Over 1 million electrified medium and heavy duty vehicles 50%reduction in natural gas consumption 40%of the remaining natural gas is biomethane and hydrogen Reliability Over view What is Reliability? •In simplest terms: Having dependable electricity when you need it. •Outages: •Maintenance outages (aka planned outages) •Repair outages (aka unplanned outages) •Sustained Outage =An outage lasting > 5minutes •Momentary Outage = An outage lasting ≤5minutes •Public Safety Power Shutoff (PSPS) Major Event Day (MED):A day in which the daily system SAIDI exceeds a threshold value.For the purposes of calculating daily system SAIDI, any interruption that spans multiple calendar days is accrued to the day on which the interruption began.Statistically,days having a daily system SAIDI greater than a threshold value are days on which the energy delivery system experienced stresses beyond that normally expected (such as severe weather). Public Safety Power Shutoff (PSPS) :An operational protocol that SCE implements under extreme weather conditions in order to minimize the threat of wildfires and keep communities safe from potentially dangerous situations. These types of sustained outages are temporary and usually involve situations where high fire areas are experiencing adverse weather or public safety is at risk. 9 How Do We Measure Reliability? 10 11 Overview of Grand Terrace There are 5 circuits that serve Grand Terrace 1 Grand Total 8,166 Note:Thenumberof customerslistedrepresents thetotalnumberof customerson eachcircuit(notthelocaljurisdiction). Circuit Type Customers Circuit Type Customers Circuit Type Customers Circuit Type Customers COOLEY(12KV)1,615DOMIC(12KV)1,274 GLOBE MILLS(12KV)889PRESTON(12KV)2,445URBITA(12KV)1,943 SCE SYSTEMWIDE **Data is as of 03/16/2021,datacanbeslightly different due to outage data validation process Grand Terrace Reliability History of Circuits Serving Grand Terrace (No Exclusions) **“Exclusions”are days whichutilitiesareallowedtoremove from their metrics becausetheoutagesonthosedays were caused by acts of nature. 437.0 80.8 66.1 422.0 139.7 136.8 178.0 201.3 150.0 100.0 50.0 0.0 250.0 500.0 450.0 400.0 350.0 2017 2018 2019 2020 SAIDI minutes ofsustainedinterruptions) 2.1 1.3 1.0 1.9 1.2 0.9 1.0 1.1 0.0 0.5 1.0 1.5 2.0 2.5 SAIFI(averagefrequencyofsustainedinterruptions) 2.4 12 2.0 1.0 1.61.8 1.4 1.4 1.4 1.0 0.5 0.0 1.5 2.0 2.5 3.0 MAIFI(averagefrequencyofmomentaryinterruptions) SAIDI =the cumulative amount of time the average custom er is interrupted by “sustained”outages each year. Causes of Repair Outages in Grand Terrace 2020 Weather /Fire /Earthquake36.0% 13 Other33.0% Equipment Failure30.3% Operation0.5% 3rd Party0.1% Vegetation /Animal0.0%PSPS 0.0% Contributions toSAIDIbyOutageCause▪Equipment Failure e.g.,in-servicefailure of transformer,switch,or conductors ▪Vegetation/Animal e.g., tree branch,rodent, or bird causing a short circuit betweenconductors ▪Other e.g.,patrolled but no cause found ▪Operations e.g.,urgent maintenance w/o 3-day notice ▪3rd Party e.g.,balloon, car hit pole, dig-in ▪PSPS e.g.,Public Safety Power Shutoff SAIFI =the number of times the average customer is interrupted by “sustained”outages each year Contributions to SAIFI by Outage Cause Other37.2% Weather /Fire/Earthquake10.0% Operation1.0%3rd Party0.1%PSPSEquipmentFailure0.0%51.7%Vegetation /Animal0.0% Causes of Repair Outages in Grand Terrace 2020 Contributions to SAIFI by Outage Cause 14 ▪Equipment Failure e.g.,in-service failure oftransformer,switch,or conductors ▪Vegetation/Animal e.g.,tree branch,rodent,or bird causing a short circuit between conductors ▪Other e.g.,patrolled but no cause found ▪Operations e.g., urgent maintenancew/o 3-day notice ▪3rd Party e.g.,balloon,car hit pole,dig-in ▪PSPS e.g.,Public Safety Power Shutoff Equipment Failure51.7% Other37.2% Weather /Fire /Earthquake10.0%Operation1.0% 3rd Party0.1% Vegetation /Animal 0.0%PSPS0.0% 15 16 Back-up Slides 17 Reliability Histories of Circuits Serving Grand Terrace Updated through Dec 2020 18 AverageReliabilityof5CircuitsServing Grand Terrace Notes: No outagesare excluded from the metrics. Outage Causes: Other:e.g.,patrolled but no cause couldbe found Operations:e.g.,urgent maintenance w/o 3-day notice to customers 3rd Party:e.g.,balloons,car hit pole,dig-in Vegetation/Animal:e.g.,tree branch,rodent,or bird causing short circuit across conductors PSPS:e.g.,PublicSafety Power Shutoff SAIDI (minutes)= the cumulative amount of time the average customer is interrupted by “sustained”(longer than 5 minutes)outages. SAIFI (interruptions) = the number of times the average customer is interrupted by “sustained”outages. MAIFI (interruptions)=the number of times the average customer is interrupted by “momentary "(lasting5 minutes or less)outages. 2017 2018 2019 1stQtr2020 2ndQtr202 0 3rdQtr2020 4thQtr202 0 2020 SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI5CircuitsServingGrandTerrace--Total Customers:8,166 437.0 2.1 2.4 80.8 1.3 2.0 66.1 1.0 1.0 1.7 0.0 0.3 24.1 0.1 0.3 162.3 1.0 0.7 234.0 0.7 0.4 422.0 1.9 1.6 3rdParty 6%17%33%22%20%40%16%33%29%15%4%-1%1%48%--23%---0%0%18%EquipmentFailure 11%19%7%63%63%15%61%52%50%12%18%-99%99%52%42%67%23%16%24%14%30%52%22%Operation 15%27%14%4%15%1%3%1%21%7%21%-0%0%-1%1%-0%0%11%1%1%3% Other --23%10%2%22%19%12%---100%---58%32%54%20%51%75%33%37%58%Vegetation/Animal ---0%0%21%------------------ Weather/Fire/Earthquake 69%37%22%---1%2%-67%57%-------65%25%-36%10%- PSPS ------------------------ SCESYSTEMWIDE 139.7 1.2 1.8 136.8 0.9 1.4 178.0 1.0 1.4 17.1 0.2 0.3 17.2 0.2 0.4 71.4 0.3 0.4 95.5 0.4 0.4 201.3 1.1 1.4 CircuitHistory1 19 ReliabilityHistories forIndividual CircuitsServingGrand Terrace -1of2 2017 2018 2019 1stQtr2020 2nd Qtr2020 3rdQtr2020 4th Qtr202 0 2020 SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI COOLEY(12KV)-Customers:1,615 684.3 1.8 1.7 ---78.8 1.9 2.0 ------0.8 0.0 -188.7 0.2 -189.6 0.2 - 3rd Party --55%--------------------- EquipmentFailure 8%50%45%---94%95%50%------100%100%----0%0%- Operation ------4%0%50%--------------- Other ------------------100%100%-100%100%- Vegetation/Animal ------------------------ Weather/Fire/Earthquake 92%50%----3%4%---------------- PSPS ------------------------ DOMIC(12KV)-Customers:1,274 313.5 3.9 4.4 88.0 2.2 4.2 69.3 2.1 1.8 9.1 0.0 -0.3 0.0 0.8 84.1 1.1 2.1 82.9 0.0 2.0 176.5 1.1 4.9 3rd Party --37%--23%83%98%100%18%7%-100%100%100%--50%---1%0%38%EquipmentFailure 32%21%-57%52%26%15%2%-------98%98%50%---47%91%21%Operation 27%53%-7%43%-2%0%-3%2%----2%2%-6%33%-4%3%- Other --41%37%5%26%1%0%------------100%--41%Vegetation/Animal -----26%------------------ Weather/Fire/Earthquake 42%26%22%------79%91%-------94%67%-48%5%- PSPS ------------------------ GLOBE MILLS(12KV)-Customers:889 128.0 1.8 1.0 35.9 1.0 2.0 111.6 1.1 ---2.5 ---15.2 1.0 -334.4 1.6 1.0 349.6 2.6 3.4 3rd Party ---94%99%------------------- EquipmentFailure 48%7%-5%1%-1%5%-------100%100%-100%100%57%100%100%16%Operation 29%38%----3%0%------------43%--12%Other ------96%95%---100%-----------72%Vegetation/Animal ---2%1%100%------------------ Weather/Fire/Earthquake 23%55%100%--------------------- 20 ReliabilityHistories forIndividual CircuitsServingGrand Terrace -2of2 2017 2018 2019 1stQtr2020 2nd Qtr2020 3rdQtr2020 4th Qtr2020 2020 SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI SAIDI SAIFI MAIFI URBITA(12KV)-Customers:1,943 26.0 0.0 2.1 127.2 1.7 2.5 82.4 0.6 0.5 ---98.9 0.5 0.6 2.5 0.0 -583.5 0.7 -684.9 1.2 0.6 3rd Party ---1%1%81%6%6%---------------- EquipmentFailure 99%97%-93%94%19%88%87%100%---100%100%100%36%33%-0%0%-15%39%100%Operation --48%6%5%-4%5%-------64%67%----0%1%- Other ------2%2%---------------- Vegetation/Animal ------------------------ Weather/Fire/Earthquake 1%3%52%---------------100%100%-85%60%- PSPS ------------------------ ------------------------- ------------------------- ----------------------------------------------------------------------------------------------------------------------------- ------------------------- ------------------------- ------------------------- ---------------------------------------------------------------------------------------------------- ------------------------- ------------------------- ------------------------- ------------------------- --------------------------------------------------------------------------- ------------------------- ------------------------- ------------------------- • WASTE DISPOSAL AGREEMENT (WDA) WASTE DISPOSAL AGREEMENT (WDA) In 1998 the City of Grand Terrace entered into a Waste Disposal Agreement (WDA) with San Bernardino County In exchange for committing all its waste to San Bernardino County Landfills, Cities received the following Benefits: WASTE DISPOSAL AGREEMENT (WDA) Cities received the following Benefits: •Discounted gate rate •Guaranteed capacity WASTE DISPOSAL AGREEMENT (WDA) Amendment No. 8 Provides the following: •Extends Agreement to June 30, 2026 •Reduces rate from $39.12 to $38 Per Ton •Current Gate Rate is $54.94 (non WDA haulers) WASTE DISPOSAL AGREEMENT (WDA) Staff’s Recommendation –Approve Resolution adopting Amendment No.8 to the WDA Agreement between the County of San Bernardino and the City of Grand Terrace •Questions ? 2 3 2019-20 2019-20 2020-21 2020-21 2021-22 Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget Property Tax $1,971,250 $2,052,014 $2,082,593 $2,257,080 $3,989,040 Residual Receipts -RPTTF $1,442,400 $1,911,591 $1,798,163 $1,483,046 $176,900 Proceeds from Sale of Property $0 $3,720 $0 $0 $1,798,700 Franchise Fees $534,790 $549,823 $445,000 $620,000 $620,000 Licenses, Fees & Permits $456,510 $389,162 $329,090 $362,330 $490,000 Sales Tax $785,400 $833,919 $750,000 $970,000 $988,000 Intergovernmental Revenue/Grants $26,500 $46,400 $20,000 $30,549 $31,220 Charges for Services $207,900 $132,506 $100,300 $125,311 $141,100 Fines & Forfeitures $72,500 $66,667 $70,000 $64,806 $66,300 Miscellaneous $15,148 $4,346 $0 ($5,004) $0 Use of Money & Property $62,000 $76,325 $67,500 $34,260 $34,660 Wastewater Receipts $318,349 $318,349 $318,349 $318,349 $318,349 Transfers In $84,450 $94,608 $0 $0 $0 Residual Receipts -Sr Ctr $0 $1,440 $0 $0 $0 Total Revenues $5,977,197 $6,480,870 $5,980,995 $6,260,727 $8,654,269 Property Tax , $3,989,040, 46.1% Proceeds from Sale of Property , $1,798,700, 20.8% Residual Receipts-RPTTF , $176,900, 2.0% Sales Tax , $988,000, 11.4% Franchise Fees , $620,000, 7.2% Licenses, Fees & Permits , $490,000, 5.7% Waste Water Receipts , $318,349, 3.7% Intergovt Revenue/Grants , $31,220, 0.4% Charges for Services , $141,100, 1.6% Use of Money & Property , $34,660, 0.4% Fines & Forfeitures , $66,300, 0.8% City of Grand Terrace 2021-22 General Fund Proposed Revenues 2019-20 2019-20 2020-21 2020-2021 2021-22 Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget Salaries $1,255,331 $1,253,641 $1,094,006 $1,084,765 $1,552,512 Benefits $838,670 $824,206 $1,118,326 $965,636 $1,149,757 Materials & Supplies $224,017 $219,204 $190,956 $186,446 $224,770 Professional/Contractual Services $3,507,906 $3,417,731 $3,573,740 $3,618,510 $3,662,458 Equipment $7,750 $7,730 $0 $0 $0 Lease of Facility/Equipment $13,420 $13,392 $19,323 $17,514 $19,600 Utilities $136,700 $130,555 $143,858 $162,009 $176,448 Overhead Cost Allocation ($84,950)($54,056)($81,950)($81,950)($84,950) Capital Projects $167,077 $86,558 $213,419 $113,402 $0 Debt Service $26,800 $26,782 $0 $0 $0 Transfers Out $180,400 $180,377 $139,750 $113,300 $105,000 Total Expenditures $6,273,121 $6,106,120 $6,411,428 $6,179,632 $6,805,595 $1,552,512 $1,149,757 $224,770 $3,662,458 $19,600 $176,448 ($84,950) $105,000 Salaries Benefits Materials & Supplies Prof/Cont Services Lease of Equip Utilities Overhead Cost Alloc Transfers Out ($500,000)$500,000 $1,500,000 $2,500,000 $3,500,000 City of Grand Terrace 2021-22 General Fund Proposed Expenditures 8 Healthy:Revenues exceed expenditures,continue to show growth,year over year,and the City maintains a 2-month reserves-rainy day fund Sustainable:Revenues exceeds expenditures (2-month reserves–rainy day fund) Vulnerable:Revenues exceed expenditures (less than the 2-month reserve–rainy day fund) Unsustainable/Insolvent:Revenues less than expenditures Healthy Sustainable Vulnerable Unsustainable/ Insolvent Rev $8.6M Exp $6.8M 20/21 21/2212/13 13/14 14/15 15/16 Rev $6.4M Exp $6.1M Rev $4.2M Exp $3.4M Rev $4.5M Exp $3.7M Rev $4.8M Exp $4.4M Rev $4.4M Exp $4.3M 16/17 Rev $5.2M Exp $5.2M 17/18 Rev $5.7M Exp $5.7M General Fund’s Long-Term Financial Performance 18/19 19/20 Rev $5.8M Exp $5.7M Rev $6.39M Exp $5.94M 10 Event Date Budget Introduction Tue., June 8th Budget Deliberations Tue.,June 15th Budget Adoption Tue., June 22rd City Manager Update June 8, 2021 Reopening of City June 14, 2021 Soft opening space is limited one call per day Center producing a newsletter Facility is being cleaned and sanitized Masks are required Call the Senior Center 909-824-1491