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06/25/2024
CITY OF GRAND TERRACE CITY COUNCIL AGENDA ● JUNE 25, 2024 Council Chambers Regular Meeting 6:00 PM Grand Terrace Civic Center ● 22795 Barton Road City of Grand Terrace Page 1 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 card located at the front entrance and provide 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: *67 1-669-900-9128 Enter Meeting ID: 897 3349 9713 Password: 552648 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) 954-5207 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) 954-5207, 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) 954-5207 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 [28 CFR 34.102.104 ADA Title II]. Agenda Grand Terrace City Council June 25, 2024 City of Grand Terrace Page 2 CALL TO ORDER Convene City Council. Invocation Pledge of Allegiance AB 2449 Disclosures Remote participation by a member of the legislative body for just cause or emergency circumstances. Roll Call Attendee Name Present Absent Late Arrived Mayor Bill Hussey Mayor Pro Tem Doug Wilson Council Member Jeff Allen Council Member Kenneth J. Henderson Council Member Michelle Sabino A. REORDERING OF, ADDITIONS TO, OR REMOVAL OF ITEMS FROM THE AGENDA B. 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. C. SPECIAL PRESENTATIONS Community Coalition for CHANGE Smoke-free Outdoor Campaign Agenda Grand Terrace City Council June 25, 2024 City of Grand Terrace Page 3 D. 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 – Special Meeting Workshop – 06/11/2024 DEPARTMENT: CITY CLERK 3. Approval of Minutes – Regular Meeting – 06/11/2024 DEPARTMENT: CITY CLERK 4. Historical & Cultural Activities Committee Member Resignation and Authorization to Post Notice of Vacancy RECOMMENDATION: Accept the Resignation of Historical & Cultural Activities Committee Members Becky Giroux and Christina Phelps, 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. DEPARTMENT: CITY CLERK 5. Planning Commission Appointments RECOMMENDATION: Receive and file. DEPARTMENT: CITY CLERK 6. Acceptance of Final Map No. 20395 RECOMMENDATION: 1. Approve Final Tract Map No. 20395. 2. Approve the Subdivision Improvement Agreement and bonds as the improvement security upon receipt of the bond documents from the applicant, in substantially the form attached. 3. Authorize the Mayor to sign the Final Map mylar. 4. Direct staff to forward the mylar to the San Bernardino County Recorder’s office for recordation. 5. Authorize the City Engineer to accept the public improvements upon completion of construction. DEPARTMENT: PUBLIC WORKS Agenda Grand Terrace City Council June 25, 2024 City of Grand Terrace Page 4 7. Approval of the April-2024 Check Register in the Amount of $531,849.45 RECOMMENDATION: Approve the Check Register No. 04302024 in the amount of $531,849.45 as submitted, for the month ending April 30, 2024. DEPARTMENT: FINANCE 8. Approval of the May-2024 Check Register in the Amount of $2,230,016.49 RECOMMENDATION: Approve the Check Register No. 05312024 in the amount of $2,230,016.49 as submitted, for the month ending May 31, 2024. DEPARTMENT: FINANCE 9. Commitment of Fund Balance for Fiscal Year 2023-2024 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, COMITTING FUND BALANCE FOR FISCAL YEAR 2023- 24 IN ACCORDANCE WITH GOVERNMENTAL ACCOUNTING STANDARDS BOARD STATEMENT 54 AND CITY RESERVES POLICY NO. 3.06 DEPARTMENT: FINANCE 10. Approval of Annual Appropriations Limit for Fiscal Year 2024 -25, 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 3.62% as the Price Factor for the Fiscal Year 2024-25 Appropriations Limit Calculation; and 2) Approve the selection of the Change in County of San Bernardino Population of 0.42% as the Population Change Factor for the Fiscal Year 2024 -2025 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 2024-25, INCLUDING ADOPTION OF THE PRICE FACTOR AND POPULATION CHANGE FACTOR FOR THE APPROPRIATIONS LIMIT CALCULATION DEPARTMENT: FINANCE Agenda Grand Terrace City Council June 25, 2024 City of Grand Terrace Page 5 11. Adopt Resolution No. 2024-19 Adopting an Updated Records Retention Schedule Authorizing Destruction of Certain Records RECOMMENDATION: ADOPT RESOLUTION NO. 2024-19 OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING AN UPDATED RECORDS RETENTION SCHEDULE, AUTHORIZING DESTRUCTION OF CERTAIN RECORDS DEPARTMENT: CITY CLERK 12. Authorize Purchase Order for Procurement of Animal Control Vehicle and Safety Equipment RECOMMENDATION: Authorize City Manager to execute a purchase order and all necessary sales documentation to procure Ford Truck from Ken Grody Ford Redlands Dealer and Animal Containment Equipment from Deerskin Manufacturing Inc. DEPARTMENT: CITY MANAGER 13. Agreement with Omnitrans for Senior Transportation Program Funding and Services RECOMMENDATION: 1. Approve the two-year contract with Omnitrans in the amount of $113,384.25 for Fiscal Year 2024-25 and $113,108.10 for Fiscal Year 2025-26; and 2. Direct the City Manager to execute the agreement, subject to the City Attorney's approval as to form. DEPARTMENT: PUBLIC WORKS 14. Contract for Animal Shelter Services with the City of San Bernardino RECOMMENDATION: Authorize the City Manager to execute an agreement, in substantially the same form as attached, between the City of Grand Terrace and the City of San Bernardino for animal sheltering services DEPARTMENT: CITY MANAGER 15. Approval of Agreement for Storm Drain Master Plan with Q3 Consulting in the Amount of $124,763 RECOMMENDATION: 1. Approve the agreement with Q3 Consulting for the development of the Storm Drain Master Plan. 2. Appropriate $124,763 to account 10-631-255-000 to fund this project. DEPARTMENT: PUBLIC WORKS Agenda Grand Terrace City Council June 25, 2024 City of Grand Terrace Page 6 E. PUBLIC HEARINGS 16. Approval of a Professional Services Agreement with Revenue & Cost Specialists for a Development Impact Fee Study RECOMMENDATION: 1. Approve a professional services agreement with RCS for a Comprehensive Impact Fee Study for a not-to-exceed amount of $39,600. 2. Authorize the City Manager to execute the Professional Services Agreement with RCS for a Comprehensive Impact Fee Study subject to City Attorney approval as to form. DEPARTMENT: PLANNING & DEVELOPMENT SERVICES 17. Adoption of an Ordinance to Establish Speed Limits on Various Street Segments Based on Speed Survey RECOMMENDATION: 1. The City Council conduct a public hearing, and 2. Read by title only, waive further reading, and introduce an ordinance amending Title 10 of the Grand Terrace Municipal Code by repealing and replacing Chapter 10.08 (Speed Limits) in its entirety. DEPARTMENT: PUBLIC WORKS F. UNFINISHED BUSINESS 18. Adoption of the FY2024-25 Proposed Budget RECOMMENDATION: 1. Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2024-25. DEPARTMENT: FINANCE G. NEW BUSINESS 19. Historical & Cultural Activities Committee Appointment - Stephanie Darwin RECOMMENDATION: That the Mayor Appoint, Subject to City Council Approval the Applicant as an At -Large Historical & Cultural Activities Committee Member DEPARTMENT: CITY CLERK Agenda Grand Terrace City Council June 25, 2024 City of Grand Terrace Page 7 20. Future Agenda Items Request - Discussion on Whether to Consider Holding a Voter Education Session for the Community Members of Grand Terrace RECOMMENDATION: City Council to Consider Whether to Hold a Voter Education Session for the Community of Grand Terrace DEPARTMENT: CITY CLERK H. FUTURE AGENDA ITEMS At this time, the City Council may propose items for discussion and/or action at a future duly agendized City Council meeting. A consensus of a majority of the quorum is required to place an item on a future agenda. I. CITY COUNCIL COMMUNICATIONS Council Member Michelle Sabino Council Member Kenneth J. Henderson Council Member Jeff Allen Mayor Pro Tempore Doug Wilson Mayor Bill Hussey J. CITY MANAGER COMMUNICATIONS K. CLOSED SESSION - NONE L. ADJOURN The Next Regular City Council Meeting will be held on Tuesday, July 9, 2024, 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. CITY OF GRAND TERRACE CITY COUNCIL MINUTES ● JUNE 11, 2024 Council Chambers Special Meeting Workshop 3:00 PM Grand Terrace Civic Center ● 22795 Barton Road City of Grand Terrace Page 1 CALL TO ORDER Mayor Bill Hussey convened the Special Meeting Workshop for Tuesday, June 11, 2024, at 3:00 p.m. Attendee Name Title Status Arrived Bill Hussey Mayor Present Doug Wilson Mayor Pro Tem Present Jeff Allen Council Member Present Kenneth J. Henderson Council Member Present Michelle Sabino Council Member Present Konrad Bolowich City Manager Present Adrian Guerra City Attorney Present Debra Thomas City Clerk Present Christine Clayton Finance Director Present A. PUBLIC COMMENT None. B. NEW BUSINESS 1. Budget Workshop FY 2024-2025 Konrad Bolowich, City Manager invited the following members of staff to give a presentation of each department’s highlights, accomplishments and goals for FY 2023 - 24 and FY 2024-25: Konrad Bolowich, City Manager Lieutenant Bryan Lane, San Bernardino County Sheriff’s Department Shanita Tillman, Public Works Vickie Thompson, Senior Transportation Scott Hutter, Planning & Development Services Tabatha Barefield, Animal Control and Code Enforcement Luis Gardea, Building & Safety D.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 1 1 , 2 0 2 4 3 : 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 11, 2024 City of Grand Terrace Page 2 Michelle Fuentes, Human Resources & Risk Management Judith Garcia, City Manager’s Office Assistant Chief Gary Jager, San Bernardino County Fire Protection District Debra Thomas, City Clerk The presentation of Finance Director, Christine Clayton, was continued to the Regular Meeting of the City Council for Tuesday, June 11, 2024, at 6:00 p.m. RECEIVE AND FILE RESULT: NO ACTION TAKEN Next: 6/11/2024 6:00 PM ADJOURN Mayor Hussey, adjourned the Special Meeting Workshop at 4:50 p.m. The Next Regular City Council Meeting will be held on Tuesday, June 11 at 6:00 p.m. _________________________________ Bill Hussey, Mayor _________________________________ Debra L. Thomas, City Clerk D.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 1 1 , 2 0 2 4 3 : 0 0 P M ( C o n s e n t C a l e n d a r ) CITY OF GRAND TERRACE CITY COUNCIL MINUTES ● JUNE 11, 2024 Council Chambers Regular Meeting 6:00 PM Grand Terrace Civic Center ● 22795 Barton Road City of Grand Terrace Page 1 CALL TO ORDER Mayor Bill Hussey convened the Regular Meeting of the City Council for Tuesday, June 11, 2024, at 6:00 p.m. Invocation The Invocation was given by Pastor Mark Mathews of Grand View Baptist Church. Pledge of Allegiance The Pledge of Allegiance was led by Council Member Michelle Sabino. AB 2449 Disclosures None. Attendee Name Title Status Arrived Bill Hussey Mayor Present Doug Wilson Mayor Pro Tem Present Jeff Allen Council Member Present Kenneth J. Henderson Council Member Present Michelle Sabino Council Member Present Konrad Bolowich City Manager Present Adrian Guerra City Attorney Present Debra Thomas City Clerk Present Christine Clayton Finance Director Present A. REORDERING OF, ADDITIONS TO, OR REMOVAL OF ITEMS FROM THE AGENDA None. B. PUBLIC COMMENT Lynn LeForge, Grand Terrace requested an update on the status of the Conditional Use Permit for J.C. Wallace House. D.3 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 1 1 , 2 0 2 4 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 11, 2024 City of Grand Terrace Page 2 C. SPECIAL PRESENTATIONS Michelle Fuentes, Senior Management Analyst and Konrad Bolowich, City Manager introduced and recognized the following new employees: Natalie Oros, Department Secretary Gabriel Arguelles, Planning Assistant Antonio Reyes-Lopez, Office Specialist Daniel Moreno, Maintenance Worker I Miguel Estrada, Maintenance Worker I The City Council presented a Certificate of Appreciation to Lacey Kendall who served as Master of Ceremonies for the City’s 2024 Blue Mountain Festival. D. CONSENT CALENDAR RESULT: APPROVED [UNANIMOUS] MOVER: Jeff Allen, Council Member SECONDER: Doug Wilson, Mayor Pro Tem AYES: Hussey, Wilson, Allen, Henderson, Sabino 1. Waive Full Reading of Ordinances on Agenda 2. Approval of Minutes – Regular Meeting – 05/28/2024 APPROVE THE REGULAR MEETING MINUTES FOR MAY 28, 2024 3. Acceptance of Barton Road Wash Out 1. ACCEPT THE BARTON ROAD WASH OUT PROJECT IN THE AMOUNT OF $207,000 AND APPROVE THE RELEASE OF THE FINAL PAYMENT OF $10,350 TO TK CONSTRUCTION, INC. 2. DIRECT STAFF TO FILE AND RECORD THE NOTICE OF COMPLETION FOR THE BARTON ROAD WASH OUT PROJECT. 4. Independent Contractor Agreement for Fiscal Year 2023-24 with Family Services Association for the Administration and Provision of a Senior Nutrition Program and Senior Center Coordinator Services 1. APPROVE THE INDEPENDENT CONTRACTOR AGREEMENT FOR FISCAL YEAR 2024-25 WITH FAMILY SERVICES ASSOCIATION (“FSA”) FOR THE ADMINISTRATION OF A SENIOR NUTRITION PROGRAM AND SENIOR CENTER COORDINATOR SERVICES AT THE SENIOR CENTER, AS DESCRIBED THEREIN, WITH A TOTAL CONTRACT SUM NOT TO EXCEED $70,000. D.3 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 1 1 , 2 0 2 4 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 11, 2024 City of Grand Terrace Page 3 2. AUTHORIZE THE CITY MANAGER TO EXECUTE THE AGREEMENT, SUBJECT TO THE CITY ATTORNEY’S APPROVAL AS TO FORM. 5. Approval of Amendment No. 2 Between The City of Grand Terrace and Sweeping Corporation of America, LLC for Street Sweeping Services 1. AWARD TO AND APPROVE THE STREET SWEEPING AMENDMENT NO. 2 WITH SWEEPING CORPORATION OF AMERICA, LLC, FOR A TERM COMMENCING JULY 1, 2024, THROUGH JUNE 30, 2025, FOR A TOTAL CONTRACT SUM NOT TO EXCEED $70,254 FOR ROUTINE STREET SWEEPING SERVICES AND, INCLUDES $2,124 SET-ASIDE FOR ON- CALL/SPECIAL EVENT/EMERGENCY STREET SWEEPING CALLOUTS; AND 2. AUTHORIZE THE CITY MANAGER TO EXECUTE THE AGREEMENT SUBJECT TO THE CITY ATTORNEY’S APPROVAL AS TO FORM. 6. Acceptance of Final Map No. 20395 Mayor Pro Tem Wilson requested that this item be brought back to a future meeting for discussion. City Manager Bolowich agreed to pull the item and move it to the June 25, 2024, City Council meeting. CONTINUED THE REGULAR MEETING OF THE CITY COUONCIL FOR TUESDAY, JUNE 25, 2024 7. Award of Contract for Preparation of Plans, Specifications and Estimates for the Pavement Rehabilitation Project for the Fiscal Year 2024 -25 CIP 1. AWARD A CONTRACT TO GOODMAN & ASSOCIATES FOR PREPARING PLANS, SPECIFICATIONS, AND ESTIMATES (PS&E) FOR THE PAVEMENT REHABILITATION PROJECT FOR FISCAL YEAR 2024-25 CIP, IN THE AMOUNT OF $35,000. 2. AUTHORIZE THE CITY MANAGER TO EXECUTE THE AGREEMENT AND ANY CHANGE ORDERS, SUBJECT TO CITY ATTORNEY APPROVAL AS TO FORM. 8. Approval of the March-2024 Check Register in the Amount of $584,855.38 APPROVE THE CHECK REGISTER NO. 03312024 IN THE AMOUNT OF $584,855.38 AS SUBMITTED, FOR THE MONTH ENDING MARCH 31, 2024. 9. Approval of Professional Services Agreements with Goodman & Associates for City Engineering Services and Willdan Group Inc. for On -Call Engineering and Plan Checking Services 1. APPROVE A PROFESSIONAL SERVICES AGREEMENT FOR CITY ENGINEERING SERVICES WITH GOODMAN & ASSOCIATES, WITH MAXIMUM COMPENSATION OF $91,520 FOR YEAR 1, $101,920 FOR YEAR 2, AND $112,320 FOR YEAR 3. 2. APPROVE A PROFESSIONAL SERVICES AGREEMENT WITH WILLDAN GROUP INC. FOR ON-CALL ENGINEERING AND PLAN CHECKING SERVICES, WITH MAXIMUM COMPENSATION OF $20,000 PER YEAR. D.3 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 1 1 , 2 0 2 4 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 11, 2024 City of Grand Terrace Page 4 3. AUTHORIZE THE CITY MANAGER TO EXECUTE ALL APPROVED AGREEMENTS, SUBJECT TO CITY ATTORNEY APPROVAL AS TO FORM 10. Approval of Five-Year CIP (Roads) and Adoption of Resolution for Measure I Five Year CIP Plan for FY 2024-2029, and Resolution Adopting List of Projects Funded by SB 1 in FY 2023-24 1. APPROVE THE FIVE-YEAR (FY 2024-2029) CAPITAL IMPROVEMENT PLAN. 2. ADOPT RESOLUTION FOR MEASURE I FIVE-YEAR (FY 2024-2029) CAPITAL IMPROVEMENT PLAN. 3. ADOPT RESOLUTION FOR PROJECTS FUNDED BY SB 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 FOR FY 2024-2025. 11. Second Reading and Adoption of an Ordinance Approving Zone Change Amendment (ZCA) 23-01 Amending City Municipal Code Title 18 (Zoning) Chapter 18.60 (Off -Street Parking) Pertaining to Off-Street Parking Requirements. CEQA: the Adoption of the Proposed Ordinance is Not a “Project” that is Subject to CEQA Review Because it Will Not Result in Direct Physical Change in the Environment, or a Reasonably Foreseeable Indirect Physical Change in the Environment. (See, §15061(B)(3) – Common Sense Exemption.) IT IS RECOMMENDED THAT THE CITY COUNCIL CONDUCT THE SECOND READING AND DIRECT THE CITY ATTORNEY TO READ THE ORDINANCE BY TITLE ONLY, WAIVE READING OF, AND ADOPT, “AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, AMENDING CITY MUNICIPAL CODE TITLE 18 (ZONING) CHAPTER 18.60 (OFF-STREET PARKING) PERTAINING TO OFF-STREET PARKING REQUIREMENTS.” E. PUBLIC HEARINGS - NONE F. UNFINISHED BUSINESS - NONE G. NEW BUSINESS 12. Adoption of the FY2024-25 Proposed Budget Continued from the Special Meeting Workshop of the City Council of Tuesday, June 11, 2024, at 3:00 p.m. Christine Clayton, Finance Director and Konrad Bolowich, City Manager gave the PowerPoint presentation for this item. Council Member Kenneth J. Henderson moved, with a second from Council Member Allen, that the Introduction of the FY2024 -25 Proposed Budget be continued to the next Regular Meeting of the City Council scheduled for June 25, 2024. D.3 Packet Pg. 13 Mi n u t e s A c c e p t a n c e : M i n u t e s o f J u n 1 1 , 2 0 2 4 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 11, 2024 City of Grand Terrace Page 5 1. ADOPT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2024-25. RESULT: CONTINUED Next: 6/25/2024 6:00 PM H. FUTURE AGENDA ITEMS None. I. CITY COUNCIL COMMUNICATIONS Council Member Michelle Sabino Council Member Sabino reported out on the following meetings, conferences, and events she attended: • June 4, 2024 – Venture Origins (Game Shop) Grand Opening and Ribbon Cutting Ceremony • June 12, 2024 – Chamber of Commerce monthly meeting and Business of the Month Celebration recognizing Get Loaded Guns & Ammo Council Member Kenneth J. Henderson Council Member Henderson reported out on the following meetings, conferences, and events he attended: • June 4, 2024 – Venture Origins (Game Shop) Grand Opening and Ribbon Cutting Ceremony • June 12, 2024 – Chamber of Commerce monthly meeting and Business of the Month Celebration recognizing Get Loaded Guns & Ammo Council Member Jeff Allen Council Member Allen reported out on the following meetings, conferences, and events he attended: • May 29, 2024 – State Water Projects/Sacramento San Joaquin Delta • June 1, 2024 – Grand Terrace Community Coalition for Change Walk for a Smoke-Free Grand Terrace at Richard Rollins Park • June 4, 2024 – Venture Origins (Game Shop) Grand Opening and Ribbon Cutting Ceremony Mayor Pro Tempore Doug Wilson Nothing to report. D.3 Packet Pg. 14 Mi n u t e s A c c e p t a n c e : M i n u t e s o f J u n 1 1 , 2 0 2 4 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 11, 2024 City of Grand Terrace Page 6 Mayor Bill Hussey Mayor Hussey reported out on the following meetings, conferences, and events he attended: • June 6, 2024 – SCAG’s Regional Council and Joint Policy Committee (CEHD) Meeting in Los Angeles J. CITY MANAGER COMMUNICATIONS Nothing to report. K. CLOSED SESSION - NONE L. ADJOURN Mayor Hussey adjourned the Regular Meeting of the City Council at 7:15 p.m. The Next Regular City Council Meeting will be held on Tuesday, June 25, 2024, at 6:00 p.m. Bill Hussey, Mayor Debra L. Thomas, City Clerk D.3 Packet Pg. 15 Mi n u t e s A c c e p t a n c e : M i n u t e s o f J u n 1 1 , 2 0 2 4 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 25, 2024 Council Item TITLE: Historical & Cultural Activities Committee Member Resignation and Authorization to Post Notice of Vacancy PRESENTED BY: Debra Thomas, City Clerk RECOMMENDATION: Accept the Resignation of Historical & Cultural Activities Committee Members Becky Giroux and Christina Phelps, 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. 2030 VISION STATEMENT This action supports Our Vision: as 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. 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 years at least two appointments are set to expire. On June 18, 2024, Committee Member Becky Giroux submitted her written resignation from the Committee effective the same day as it was received. On June 20, 2024, Committee Member Christina Phelps submitted her written resignation from the Committee effective the same day as it was received. The Table below depicts the composition and terms of the Committee: Name Appointed Re-Appointed Term Ends Chair Becky Giroux* 06/22/2021 -- 06/30/2024 Vice-Chair Louise Lunstrum 06/22/2021 -- 06/30/2026 Member Christina Phelps** 11/09/2021 -- 06/30/2024 Member Toni Epps 07/25/2023 -- 06/30/2026 Vacant 06/30/2024 Vacant 06/30/2026 Vacant 06/30/2026 D.4 Packet Pg. 16 * Resignation effective June 18, 2024. ** Resignation effective June 20, 2024 DISCUSSION: Pursuant to Government Code section 54974(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.” With the resignations of Ms. Giroux & Ms. Phelps, the Historical & Cultural Activities Committee will have five (5) regular member vacancies. After acceptance of Ms. Giroux’s & Ms. Phelps’ resignations, staff recommends that the City Council direct the City Clerk to prepare and send a letter of appreciation to Ms. Giroux and Ms. Phelps and post a notice of vacancy pursuant to Government Code Section 54974. The City Clerk will then begin accepting applications beginning July 1, 2024, from residents who may wish to serve on the committee. The vacancy notice and application information would be disbursed through a press release, posting on the City’s website, social media platforms Facebook and X and the on-site reader boards. Upon receipt of applications from interested residents, staff would provide the applications to the City Council for review at a regularly scheduled City Council meeting. At that meeting, subject to the City Council’s approval, the Mayor shall appoint new committee members. FISCAL IMPACT: There would be no fiscal impact created by this action. ATTACHMENTS: • Becky Giroux Resignation_Redacted (PDF) • Christina Phelps Resignation_Redacted (PDF) APPROVALS: Debra Thomas Completed 06/19/2024 11:48 AM City Manager Completed 06/19/2024 12:43 PM City Council Pending 06/25/2024 6:00 PM D.4 Packet Pg. 17 D.4.a Packet Pg. 18 At t a c h m e n t : B e c k y G i r o u x R e s i g n a t i o n _ 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 V a c a n c i e s ) D.4.b Packet Pg. 19 At t a c h m e n t : C h r i s t i n a P h e l p s R e s i g n a t i o n _ 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 V a c a n c i e s ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Planning Commission Appointments PRESENTED BY: Debra Thomas, City Clerk RECOMMENDATION: Receive and file. 2030 VISION STATEMENT This action supports Our Mission: To preserve and protect our community and its exceptional quality of life through thoughtful planning, within the constraints of fiscally responsible government. BACKGROUND: The Planning Commission is a five-member Board appointed by the City Council and serve four-year terms at the pleasure of the City Council (Municipal Code Chapter 2.16). The terms alternate so that every two years at least two appointments are set to expire. At the end of the fiscal year, Commissioners Ceseña and Alaniz terms are set to expire. Commission members are eligible to seek reappointment to the Planning Commission. The Table below depicts the composition and terms of the Commission. Name Appointed Re-Appointed Term Ends Chair Edward Giroux 06/10/2014 06/28/2022 06/30/2026 Vice-Chair Tara Ceseña 06/10/2014 07/14/2020 06/30/2024 Commissioner David Alaniz 02/25/2020 07/14/2020 06/30/2024 Commissioner Aron Burian 06/28/2022 -- 06/30/2026 Commissioner Scot Mathis 06/28/2022 -- 06/30/2026 DISCUSSION: Two (2) of the Commission members are eligible to seek reappointment to the Planning Commission. It is standard practice to advertise for additional applicants before making new four-year appointments. The existing Commission will remain in place until the Mayor and the City Council complete the appointment process. Staff will be posting the notice of vacancy and application with the interview process June 20, 2024, and closing on July 3, 2024. Information will be disbursed through a press release and posting on the City’s website, and reader board. Staff will then schedule interviews with all candidates at a special meeting of the City Council on July 9, 2024, at 4:00 p.m. D.5 Packet Pg. 20 FISCAL IMPACT: There would be no fiscal impact created by this action. Planning Commissioners are paid a stipend of $50.00 a month, which would continue with the new appointments. APPROVALS: Debra Thomas Completed 06/19/2024 2:22 PM City Manager Completed 06/20/2024 1:26 PM City Council Pending 06/25/2024 6:00 PM D.5 Packet Pg. 21 AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Acceptance of Final Map No. 20395 PRESENTED BY: Kamran Dadbeh, Interim City Engineer RECOMMENDATION: 1. Approve Final Tract Map No. 20395. 2. Approve the Subdivision Improvement Agreement and bonds as the improvement security upon receipt of the bond documents from the applicant, in substantially the form attached. 3. Authorize the Mayor to sign the Final Map mylar. 4. Direct staff to forward the mylar to the San Bernardino County Recorder’s office for recordation. 5. Authorize the City Engineer to accept the public improvements upon completion of construction. 2030 VISION STATEMENT This staff report supports Goal #1: Promote Economic Development, as the recordation of the final map will enable the construction of six new single -family homes. DISCUSSION The City’s Subdivision Ordinance (Title 17) governs the filing and acceptance of tract maps. The subdivider has submitted all required plans and materials, as outlined in Section 17.28.030, for the filing and acceptance of final maps. As permitted, the subdivider has opted to secure materials and performance bonds instead of installing public infrastructure improvements before the recordation of the final map. The bonds will be in the amount of $511,657, covering the estimated cost of the required improvements. Inspections of the infrastructure will be necessary to ensure compliance with all City and State regulations, as well as requirements from Riverside Highland Water Company, San Bernardino County Fire, and the City of Colton Sewer Department. Monumentation will be bonded for along with the street improvements before recordation. This will occur once the final asphalt cap, sidewalk, and road work are completed. At that point, the City Engineer will inspect and accept the public improvements. Therefore, part of the recommendation is to authorize the City Engineer to accept the public improvements upon inspection and completion. The Applicant has either complied with or will bond for the completion of all Conditions D.6 Packet Pg. 22 of Approval required by Resolution No. 2016-34 before the recordation of the map. FISCAL IMPACT No fiscal impact. ATTACHMENTS: • GT subdivision improvement agreement (DOCX) • Tract 20395 Map (PDF) APPROVALS: Kamran Dadbeh Completed 05/29/2024 3:38 PM Shanita Tillman Completed 05/31/2024 9:30 AM Finance Completed 06/05/2024 4:07 PM City Manager Completed 06/06/2024 11:42 AM City Council Completed 06/11/2024 6:00 PM City Council Pending 06/25/2024 6:00 PM D.6 Packet Pg. 23 01247.0001/987699.1 1 TRACT 20395 SUBDIVISION IMPROVEMENT AGREEMENT by and between CITY OF GRAND TERRACE and JAY GEES, LLC D.6.a Packet Pg. 24 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) 01247.0001/987699.1 1 TRACT 20395 SUBDIVISION IMPROVEMENT AGREEMENT THIS SUBDIVISION IMPROVEMENT AGREEMENT (this “Agreement”) is entered into this 11th day of June, 2024, by and between the CITY OF GRAND TERRACE, a municipal corporation of the State of California (“City”) and JAY GEES, LLC, (“Subdivider”). RECITALS A. Subdivider is the owner of, and has recorded a final subdivision map (the “Map”) for Tract 20395 project in the City of Grand Terrace, County of San Bernardino, State of California (the “Property” or “Tract 20395”). Information regarding Tract 20395, including recording information is listed on Exhibit “A” hereto, together with the associated number of residential lots contained in Tract 20395. B. Subdivider, by the Map, has offered for dedication to City for public use of the streets and easements shown on the Map. City desires to accept the streets and easements shown on the Map for public use, and certain other improvements described in this Agreement. C. Subdivider has delivered to City and City has approved plans and specifications and related documents for certain “Works of Improvement” (as hereinafter defined) which are required to be constructed and installed in order to accommodate the development of the Property. The Works of Improvement may be allocated, or phased, with respect to the Map, such that specific subsets of the Works of Improvement are required to be completed for the Map, as required by the conditions of approval (“Conditions of Approval”), as set forth in Exhibit “B”. D. Pursuant to the California Subdivision Map Act and City Ordinances, Subdivider is required to furnish adequate security to ensure the construction and completion of the Works of Improvement required by the Map. Subdivider is requesting that City accept security as set forth herein and the City has determined to accept such security for the Works of Improvement as provided herein. E. Subdivider’s agreement to construct and install the Works of Improvement pursuant to this Agreement and its offer of dedication of the streets, easements and other improvements and facilities, as shown on the Map, are a material consideration to City in approving the final subdivision map for the Property and permitting development of the Property to proceed. D.6.a Packet Pg. 25 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 2 - 01247.0001/987699.1 COVENANTS Based upon the foregoing Recitals which are incorporated herein by reference and in consideration of City’s approving the Map for the Property and permitting development of the Property to proceed, Subdivider agrees to timely perform all of its obligations as set forth herein. 1. Construction Obligations. 1.1. Works of Improvement. Subdivider agrees, at its sole cost and expense, to construct or install or cause to be constructed or installed streets, drainage, utility and other improvements as allocated to Tract 20395 or phase of Tract 20395 covered by the Map and all of the remaining Conditions of Approval on the tentative map, collectively referred to as the “Works of Improvement.” The Works of Improvement shall be performed or caused to be performed by Subdivider in accordance with the Conditions of Approval as set forth in Exhibit B and in a manner reasonably acceptable to the City Engineer (or his/her designee) and in full compliance with all rules, regulations and codes of City and the terms of this Agreement and any plans (“Plans”) for the Works of Improvement approved by the City Engineer. Subdivider shall complete a functional or operable improvement or facility, even though the Plans may not specifically call out all items of work required for the contractor to complete its tasks, incidental appurtenances, materials, and the like. If any omissions are made in information necessary to carry out the full intent and meaning of the Plans, Subdivider or its contractor shall immediately notify its design engineer who will seek approval of the City Engineer for furnishing of detailed instructions. In the event of any doubt or question arising regarding the true meaning of any of the Plans, reference shall be made to the City Engineer or City Council, if Subdivider disputes the City Engineer’s detailed instructions. The Plans shall be supplemented by such working or shop drawings as are necessary to adequately control the work. Without the City Engineer’s prior written approval, no change shall be made by Subdivider or Subdivider’s contractor to any plan, specification, or working or shop drawing after it has been stamped as approved. 1.2. Survey Monuments. Before final approval of street improvements, Subdivider will place survey monuments, as shown on the Map in accordance with the provisions of the State Subdivision Map Act and the Subdivision Ordinance of the City. Subdivider shall provide security for such obligation as provided in Section 4.1 and, after setting the monument (s), Subdivider shall furnish the City Engineer of the City written notice of the setting of said monuments, and written proof of having paid the engineer or surveyor for the setting of said monument (s). 1.3. Performance of Work. Subdivider shall furnish or cause to be furnished, at Subdivider’s sole cost (unless otherwise specifically provided herein), all materials, labor, tools, equipment, utilities, transportation, and incidentals required to perform Subdivider’s obligations under this Agreement. 1.4. Changes in the Work. The City Engineer, without invalidating this Agreement and without notification to any of the sureties or financial institutions referenced in Section 4, may order extra work or may make changes by altering or deleting any portion of the D.6.a Packet Pg. 26 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 3 - 01247.0001/987699.1 Works of Improvement as specified herein or as deemed necessary or desirable by the City Engineer as determined necessary to accomplish the purposes of this Agreement and to protect the public health or safety. It is mutually understood that it is inherent in the nature of the work contemplated by this Agreement that some changes in the Plans may be necessary during the course of construction to adjust them to field conditions and to assure the protection of the public health or safety. The City Engineer shall notify Subdivider or Subdivider’s contractor in writing (by Correction Notice) at the time a determination has been made to require changes in the work. No field changes performed or proposed by Subdivider or its contractor shall be binding on City unless approved in writing by the City Engineer. 1.5. Defective Work. Subdivider shall cause its contractor to repair, reconstruct, replace, or otherwise make acceptable any work found by the City Engineer to be defective. 1.6. No Warranty by City. The Plans for the Works of Improvement have been prepared by or on behalf of Subdivider or its consultants or contractors, and City makes no representation or warranty, express or implied, to Subdivider or to any other person regarding the adequacy of the Plans or related documents. 1.7. Authority of the City Engineer. In addition to the authority granted to the City Engineer elsewhere in this Agreement, the City Engineer shall have the authority, which shall reasonably be exercised, to decide all questions which may arise as to the quality and acceptability of materials furnished and work performed. 1.8. Documents Available at the Job Site. Subdivider shall cause its contractor to keep a copy of all approved Plans at the job site on a phase by phase basis as those portions of the Property are improved, and shall give access thereto to the City’s inspectors and engineers at all times. 1.9. Inspection. Subdivider shall have an authorized representative on the job site at all times during which work is being done who has full authority to act for Subdivider, or its design engineer, and Subdivider’s contractors regarding the Works of Improvement. Subdivider shall cause its contractor to furnish the City with every reasonable facility for ascertaining whether or not the Works of Improvement as performed are in accordance with the requirements and intent of this Agreement, including the Plans. If the City inspector requests it, the contractor at any time before acceptance of the Works of Improvement shall remove or uncover such portions of the finished work as may be directed which have not previously been inspected. After examination, the contractor shall restore said portions of the work to the standards required hereunder. Inspection or supervision by the City shall not be considered as direct control of the individual workmen on the job site. City’s inspector shall have the authority to stop any and all work not in accordance with the requirements contained or referenced in this Agreement. The inspection of the work by City shall not relieve Subdivider or the contractor of any obligations to fulfill this Agreement as herein provided, and unsuitable materials or work may be rejected notwithstanding that such materials or work may have been previously overlooked or accepted. D.6.a Packet Pg. 27 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 4 - 01247.0001/987699.1 1.10. Compliance With Law. In addition to the express provisions of this Agreement and the Plans, Subdivider shall cause construction of the Works of Improvement to be completed in accordance with all other applicable federal, state, and local laws, ordinances, rules, regulations and policies. 1.11. Suspension of Work. In case of suspension of work for any cause whatever, Subdivider and its contractor shall be responsible for all materials and shall store them properly if necessary and shall provide suitable drainage protection and erect temporary structures where necessary. 1.12. Maintenance of Job Site and Works of Improvement. City shall not be responsible or liable for the maintenance or care of the job site or the Works of Improvement. Subdivider shall maintain all the job site and Works of Improvement in a state of good repair until they are completed by Subdivider and approved and accepted by City, and until the security for the performance of this Agreement is released. Maintenance shall include, but shall not be limited to, repair of pavement, curbs, gutters, sidewalks, signals, parkways, water mains, and sewers; maintaining all landscaping in a vigorous and thriving condition reasonably acceptable to City; removal of debris from sewers and storm drains; and sweeping, repairing, and maintaining in good and safe condition all streets and street improvements. All grading, landscaping, and construction activities shall be performed in a manner to control erosion and prevent flooding problems. The City Engineer shall have the authority to require erosion plans to prescribe reasonable controls on the method, manner, and time of grading, landscaping, and construction activities to prevent nuisances to surrounding properties. Plans shall include without limitation temporary drainage and erosion control requirements, dust control procedures, restrictions on truck and other construction traffic routes, noise abatement procedures, storage of materials and equipment, removal of garbage, trash, and refuse, securing the job site to prevent injury, and similar matters. It shall be Subdivider’s responsibility to initiate all maintenance work, but if it shall fail to do so, it shall promptly perform such maintenance work when notified to do so by City. If Subdivider fails to properly prosecute its maintenance obligation under this section, City may do all work necessary for such maintenance and the cost thereof shall be the responsibility of Subdivider and its surety under this Agreement. City shall not be responsible or liable for any damages or injury of any nature in any way related to or caused by the conditions of the job site or Works of Improvement. 1.13. Final Acceptance of Works of Improvement. After Subdivider’s contractor has completed all of the Works of Improvement allocable to Tract 20395 or phase of Tract 20395 , as appropriate, Subdivider shall then request a final inspection of the work for Tract 20395 or phase of Tract 20395 . City shall inspect the Works of Improvement within seven (7) days of Subdivider’s request. If items are found by the inspector to be incomplete or not in compliance with this Agreement or any of the requirements contained or referenced herein, City will inform the contractor of such items within five (5) days of inspection, in writing. After the contractor has completed these items, the procedure shall then be the same as specified above for the contractor’s initial request for final inspection. If items are found by City’s inspector to be incomplete or not in compliance after two (2) “final” inspections, City may D.6.a Packet Pg. 28 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 5 - 01247.0001/987699.1 require the contractor, as a condition to performing further field inspections, to submit in writing a detailed written statement of the work performed subsequent to the date of the previous’ inspection which was found to be incomplete or not in compliance at that time. City may also require Subdivider to pay all costs associated with any field inspections conducted after two (2) final inspections. No inspection or acceptance pertaining to specific parts of any particular Work of Improvement shall be construed as final acceptance of any part until the overall final acceptance by City is made. Final acceptance shall not constitute a waiver by City of defective work subsequently discovered. The date on which the Works of Improvement will be considered as complete shall be that date on which the City accepts the improvements and authorizes the City Clerk to record a Notice of Completion with respect thereto. A separate Notice of Completion may be recorded for each phase of Tract 20395. 1.14. Permits. Subdivider, at Subdivider’s expense, shall obtain all permits and licenses, give all notices and pay all fees required by law for the construction of the Works of Improvement. City shall promptly process all permits and licenses. 2. Time For Performance. 2.1. Commencement and Completion Dates. Subject to Sections 2.2 and 2.3 below, Subdivider shall (i) commence with construction and installation of the Works of Improvement for Tract 20395 in a logical sequence as reasonably approved by the City (“Commencement Date”), and once construction or development of Tract 20395 is actually started (“Commencement Date”); (ii) complete or cause to be completed all of the Works of Improvement associated with Tract 20395 no later than One (1) Year (the “Completion Deadline Date”) after the Commencement Date. 2.2. Phasing Requirements. The allocation of Works of Improvement and anticipated sequencing for Tract 20395 is set forth on Exhibit “B” hereto. Notwithstanding the provisions of Section 2.1, City reserves the right to control and regulate completion of specific Works of Improvement as required to comply with applicable City ordinances, regulations, rules and policies relating to the timely provision of public services and facilities. In addition to whatever other remedies City may have for Subdivider’s failure to satisfy such phasing requirements, as the same now exist or may be amended from time to time, Subdivider acknowledges City’s right (i) to withhold the issuance of further building permits for Tract 20395 or particular phase of Tract 20395 until the associated phasing requirements are satisfied (ii) proceed against the security provided in Section 4.1, and/or (iii) proceed with reversion to acreage pursuant to Section 2.5. Prior to issuance of building permits, Subdivider shall provide satisfactory evidence that all applicable requirements that are a condition to issuance of building permits have been satisfied. Such requirements may include the payment of fees, construction of improvements, or both. 2.3. Force Majeure. Notwithstanding the provisions of Section 2.1, Subdivider’s time for commencement and completion of the Works of Improvement shall be D.6.a Packet Pg. 29 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 6 - 01247.0001/987699.1 extended for the period of any enforced delay caused due to circumstances beyond the control and without the fault of Subdivider, including to the extent applicable adverse weather conditions, flood, earthquakes, strikers, lockouts, acts or failures to act of a public agency (including City), required changes to the Works of Improvement required by City, and similar causes; provided, however, that the period of any enforced delay hereunder shall not include any period longer than ten (10) days prior to City’s receipt of a written notice from Subdivider or its Contractor detailing the grounds for Subdivider’s claim to a right to extend its time for performance hereunder and meeting this requirement hereof. 2.4. Continuous Work. After commencement of construction of the Works of Improvement (or separable portion or phase thereof), Subdivider shall cause such work to be diligently pursued to completion, and shall not abandon the work for a consecutive period of more than thirty (30) days, events of force majeure excepted. 2.5. Reversion to Acreage. In addition to whatever other rights City may have due to Subdivider’s failure to timely perform its obligations hereunder, Subdivider recognizes that City reserves the right to revert the Property to acreage subject to the limitations and requirements set forth in California Government Code Sections 66499.11-66499-203/4. In this regard, Subdivider agrees that if the Works of Improvement have not been completed on or before the Completion Deadline Date as mentioned above in section 2.1 within the time allowed herein, whichever is the later. If City thereafter initiates proceedings to revert the Property to acreage, any improvements made by or on behalf of Subdivider after the date City initiates such action may not be considered in determining City’s authority to revert the Property to acreage. 2.6. Time of the Essence. Time is of the essence of Subdivider’s and City’s performance of all of their respective obligations under this Agreement, 3. Labor. 3.1. Labor Standards. Subdivider shall be responsible for causing all contractors and subcontractors performing any of the Works of Improvement to comply with all applicable federal and state labor standards, including to the extent applicable the prevailing wage requirements promulgated by the Director of Industrial Relations of the State of California Department of Labor. 3.2. Nondiscrimination in Employment. The Subdivider covenants and agrees for itself, its successors and assigns and any successor-in-interest to the Property or part thereof, that all persons employed by or applying for employment by it, its affiliates, subsidiaries, or holding companies, and all subcontractors, bidders and vendors, are and will be treated equally by Subdivider without regard to race, color, religion, ancestry, national origin, sex, age, pregnancy, childbirth, or related medical condition, medical condition (cancer related) or physical or mental disability in compliance with Title VII of the Civil Rights Act of 1964, 42 U.S.C. § 200, et seq., the Federal Equal Pay Act of 1963, 29 U.S.C. § 206(d), the Age Discrimination in Employment Act of 1967, 29 U.S.C. § 621, et seq., the Immigration Discrimination in Employment Act of 1967, 29 U.S.C. § 621, et seq., the Immigration Reform and Control Act of 1986, 8 U.S.C. § 1324b, et seq,., 42 U.S.C. § 1981, the California Fair Employment and Housing Act, California Government Code § 12900, et seq., the California D.6.a Packet Pg. 30 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 7 - 01247.0001/987699.1 Equal Pay Law, California Labor Code § 1197.5, California Government Code § 11135, the Americans with Disabilities Act, 42 U.S.C. § 12101, et seq., and all other anti-discrimination laws and regulations for the United States and the State of California as they now exist or may hereafter be amended. 3.3. Licensed Contractors. Subdivider shall cause all of the Works of Improvement to be constructed by contractors and subcontractors with valid California Contractors licenses for the type of work being performed and having City business licenses. 3.4. Workers’ Compensation. Subdivider shall cause every contractor and subcontractor performing any of the Works of Improvement to carry Workers’ Compensation Insurance as required by the Labor Code of the State of California and shall cause each such contractor and subcontractor to submit to City a Certificate of Insurance verifying such coverage prior to such contractor or subcontractor entering onto the job site. 4. Security. 4.1. Required Security. (a) Lien on Property. Subdivider shall cause to be recorded a covenant agreement for the benefit of the City permitting enforcement by the City through a lien on the Property in form and content to the satisfaction of the City Attorney (“Lien”). Said Lien shall encumber the Property and shall contain appropriate provisions for the serial release of one or more phases as construction and development is commenced on each phase of Tract 20395 , as appropriate and the substitute security described in Section 4.1(b) is substituted therefore or the appropriate Works of Improvement are completed and accepted by the City. (b) Performance and Payment. Subdivider may furnish to City the following bonds, letters of credit, instruments of credit (assignment of deposit account), in substitute of liens on Tract 20395 or phase of Tract 20395, or other security reasonably acceptable to City as provided in California Government Code Section 66499 as such section may be amended, and satisfying the requirements of the applicable provisions of this Section 4 with respect to that phase (hereinafter “Security Instruments”): (i) A Security Instrument securing Subdivider’s faithful performance of all of the Works of Improvement (“Faithful Performance Security Instrument”), in the amount of one hundred percent (150%) of the estimated construction costs for Tract 20395 or the applicable phase of Tract 20395, as described in Section 1.1 and Exhibit “B.” (ii) A Security Instrument guaranteeing the payment to contractors, subcontractors, and other persons furnishing labor, materials, and/or equipment (“Labor and Materials Security Instrument”) with respect to the Works of Improvement in an amount equal to one hundred percent (150%) of the estimated construction cost for Tract 20395 or the applicable phase of Tract 20395 , as described in Section 1.1 and Exhibit “B.” (iii) A Security Instrument guaranteeing the payment of the cost of setting monuments as required in Section 1.2 in the amount shown on Exhibit “B” for Tract 20395 or each respective phase of Tract 20395. D.6.a Packet Pg. 31 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 8 - 01247.0001/987699.1 [NOTE: 125 % if to be done within 2 years; 150% if to be done within 5 years.] (c) CFD Improvements. City and Subdivider may form a California Community Facilities District (“CFD”) and sell bonds to finance certain Works of Improvements for the Property and other public facilities authorized by law (“CFD Facilities”). If the CFD is formed and bonds sold, the City shall recognize any components of Works of Improvement for Tract 20395 or any phase of Tract 20395 which are CFD Facilities, although these Works of Improvement may also be covered by improvement bonds in connection therewith. City and Subdivider acknowledge that only portions of the required Works of Improvement for Tract 20395 or any phase of Tract 20395 may qualify as CFD Facilities. 4.2. Form of Security Instruments. All Security Instruments shall be in the amounts required under Section 4.l, as applicable, shall meet the following minimum requirements and otherwise shall be in a form provided by City or otherwise approved by the City Attorney: (a) Bonds. For Security Instruments provided in the form of bonds, any such bonds must be issued and executed by an insurance company or bank authorized to transact surety business in the State of California. Any insurance company acting as surety shall have a minimum rating of A-IX, as rated by the current edition of Best’s Key Rating Guide published by A.M. Best’s Company, Oldwick, New Jersey, 08858. Any bank acting as surety shall have a minimum rating of AA, as rated by Moody’s or Standard & Poor’s. (b) Letters of Credit. For Security Instruments which are letters of credit, any letter of credit shall be an original separate unconditional, irrevocable, negotiable and transferable commercial letter of credit issued by a financial institution with offices in the State of California acceptable to City. Any such letter of credit shall specifically permit City to draw on same by the unilateral certification of the City Engineer that Subdivider is in default under its payment or performance obligations hereunder or in the event Subdivider fails to deliver a replacement letter of credit not less than thirty (30) days prior to the date of expiration of any such letter of credit and shall further be subject to the provisions of Section 4.4. For Security Instruments which are Instruments of Credit, any Instrument of Credit shall be an assignment of deposit account assigning as security to City all of Subdivider’s interest in funds on deposit in one or more bank accounts with financial institutions acceptable to City. (c) Lien on Property. For Security Instruments which are liens on property, a covenant agreement shall be recorded against the property permitting enforcement by the City through a lien on the property. In such case the value of the property must substantially exceed the cost of the Work of Improvement, as verified by appraisal, and the City Attorney must conclude that (i) the foreclosure in a viable remedy given all security interests and (ii) other forms of security are less desirable. (d) General Requirements For All Security Instruments. Payments under any Security Instrument shall be required to be made (and, with respect to bonds, litigation shall be required to be instituted and maintained) in the County of Riverside, State of California (and the Security Instrument shall so provide). D.6.a Packet Pg. 32 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 9 - 01247.0001/987699.1 (i) Each Security Instrument shall have a minimum term of one (1) year after the deadline for Subdivider’s completing the Works of Improvement, in accordance with Section 2.1 (other than liens on property, which shall have no defined term or expiration date). (ii) Each Security Instrument shall reference Subdivider’s obligations under this Agreement, shall be irrevocable, and shall include as an additional secured obligation the responsibility to compensate City for all of City’s attorneys’ fees and litigation expenses reasonably incurred in enforcing its rights under the Security Instrument. (iii) Each Security Instrument shall provide that changes may be made in the Works of Improvement pursuant to the terms of this Agreement without notice to any issuer or surety and without affecting the obligations under such Security Instrument. (iv) A final executed original of each Security Instrument shall be delivered to the City Clerk within three (3) days of execution of said Security Instrument. 4.3. Subdivider’s Liability. While no action of Subdivider shall be required in order for City to realize on its security under any Security instrument, Subdivider agrees to cooperate with City to facilitate City’s realization under any Security Instrument, and to take no action to prevent City from such realization under any Security Instrument. Notwithstanding the giving of any Security Instrument or the subsequent expiration of any Security Instrument or any failure by any surety or financial institution to perform its obligations with respect thereto, Subdivider shall be liable for performance under this Agreement and for payment of the cost of the labor and materials for the improvements required to be constructed or installed hereby and shall, within ten (10) days after written demand therefore, deliver to City such substitute security as City shall require satisfying the requirements in this Section 4. 4.4. Letters of Credit. (a) In the event a letter of credit is given pursuant to Section 4.2 (b), City shall be entitled to draw on any such letter of credit if a replacement letter of credit (expiring in not less than one (1) year, unless City agrees to a lesser term in City’s sole and absolute discretion) is not delivered not less than thirty (30) days prior to the expiration of the original letter of credit, such substitute letter of credit being in the same amount and having the terms and conditions as the initial letter of credit delivered hereunder, issued by a financial institution acceptable to City as of the date, of delivery of the replacement letter of credit. (b) In the event of draw by the City on a letter of credit, the City may elect, in its sole and absolute discretion, to apply any such funds drawn to the obligations secured by such letter of credit or to hold such funds in an account under the control of the City, with no interest accruing thereon for the benefit of Subdivider. If the City elects to hold the funds in an account pursuant to the foregoing, City may thereafter at any time elect instead to apply such funds as provided in the foregoing. Subdivider agrees and hereby grants City a security interest in such account to the extent required for City to realize on its interests therein and agrees to D.6.a Packet Pg. 33 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 10 - 01247.0001/987699.1 execute and deliver to City any other documents requested by City in order to evidence the creation and perfection of City’s security interest in such account. 4.5. Release of Security Instruments. (a) City shall release the Faithful Performance Security Instrument and Labor and Materials Security Instrument for Tract 20395 or any particular phase of Tract 20395 when all of the following have occurred: (i) Subdivider has made written request for release and provided evidence of satisfaction of all other requirements in this section; (ii) the Works of Improvement have been accepted and a Notice of Completion has been recorded; and (iii) subject to the following sentences after passage of the time within which lien claims are required to be made pursuant to Article 3 (commencing with Section 3114) of Chapter 2 of Title 15 of Part IV of Division 3 of the California Civil Code or as such may be amended. If lien claims have been timely filed, City shall hold the Labor and Materials Security Instrument until such claims have been resolved, Subdivider has provided a statutory bond, or otherwise as required by applicable law. (b) City shall within ten (10) days release any Lien when the items in Section 4.5(a) have occurred. In such a situation, City shall promptly execute and record a release of the Lien. 5. Cost of Construction and Provision of Inspection Service. 5.1. Subdivider Responsible for All Costs of Construction. Subdivider shall be responsible for payment of all costs incurred for construction and installation of the Works of Improvement, provided that part or all of the Works of Improvement may be financed through a CFD. In the event Subdivider is entitled to reimbursement from a CFD or other source for any of the Works of Improvement, such reimbursement shall be subject to a separate Reimbursement Agreement to be entered into between Subdivider and City prior to construction of the Works of Improvement. The Reimbursement Agreement shall determine other property to be benefitted and the reimbursement formula. City will agree to collect pro rata share for future development for up to ten (10) years, but shall not incur any liability for any failure to collect. 5.2. Payment To City For Costs. Subdivider shall compensate City for all of City’s costs reasonably incurred (i) in having its authorized representative make the usual and customary inspections of the Works of Improvement, (ii) for all design, plan check and evaluation of any proposed or agreed-upon changes in the work, and (iii) attorney costs for preparation of all necessary documents. In addition, Subdivider shall make such customary payments and deposits prior to the inspections of the Works of Improvement. The procedures for deposit and payment of such fees shall be as established by the City. In no event shall Subdivider be entitled to additional inspections or a final inspection and acceptance of any of the Works of Improvement until all City fees and charges have been fully paid, including without limitation, charges for applicable penalties and additional required inspections. D.6.a Packet Pg. 34 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 11 - 01247.0001/987699.1 6. Acceptance of Offers of Dedication. Subdivider shall provide irrevocable offers of dedication for all property on which the Works of Improvement are to be located, and all other rights of way or easements required by the Conditions of Approval for the benefit of the public. The City Council shall pass an appropriate resolution or resolutions accepting all offers of dedication shown on each Map for the Property, upon completion and acceptance by City of the Works of Improvement. Such resolutions shall authorize the City Clerk to execute the Certificate made a part of the Map regarding said acceptance of the offer of dedication. 7. Warranty of Work. Subdivider shall guarantee all Works of Improvement against defective materials and workmanship for a period of one (1) year from the date of the Notice of Completion is recorded for Tract 20395 or phase of Tract 20395. If any of the Works of Improvement should fail or prove defective within said one (1) year period due to any reason other than improper maintenance, or if any settlement of fill or backfill occurs, or should any portion of the Works of Improvement fail to fulfill any requirements of the Plans, Subdivider, within fifteen (15) days after written notice of such defects, or within such shorter time as may reasonably be determined by the City in the event of emergency, shall commence to repair or replace the same together with any other work which may be damaged or displaced in so doing. Should Subdivider fail to remedy defective material and/or workmanship or make replacements or repairs within the period of time set forth above, City may make such repairs and replacements and the actual cost of the required labor and materials shall be chargeable to and payable by Subdivider. The warranty provided herein shall not be in lieu of, but shall be in addition to, any warranties or other obligations otherwise imposed by law. Upon expiration of this warranty period, Subdivider shall have no liability which may arise concerning operation and use of the Works of Improvement. Subdivider agreements with designers, contractors and subcontractors shall have substantially similar warranties making City a third party beneficiary. 8. Default. 8.1. Enforcement. If Subdivider refuses or fails to obtain prosecution of the Works of Improvement, or any severable part thereof, with such diligence as will ensure its completion within the time specified in this Agreement, or any extensions thereof, or fails to obtain completion of the work within such time, or if Subdivider is adjudged a bankrupt, makes a general assignment for the benefit of creditors, or if a receiver is appointed by reason of Subdivider’s insolvency or default under a deed of trust, or if Subdivider, or any of the Subdivider’s contractors, subcontractors, agents or employees, should violate any of the provisions of this Agreement, the City Engineer or City Council may serve written notice upon Subdivider and Subdivider’s surety, if any has been selected pursuant to this Agreement, of breach of this Agreement, or of any portion thereof, and default of Subdivider (“Default Notice”). The Default Notice must set forth the nature of the breach or failure and the actions, if any, required by Subdivider to cure such breach or failure. Subdivider shall be deemed in “default” under this Agreement, where: (i) said breach or failure can be cured, but the Subdivider has failed to fully cure within thirty (30) days after the date of the Default Notice (subject to the provisions below), or (ii) a monetary default remains uncured for ten (10) days (or such lesser time as may be specifically provided in this Agreement). D.6.a Packet Pg. 35 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 12 - 01247.0001/987699.1 8.2. Breach of Agreement, Performance by Surety. In the event of any Default Notice, Subdivider’s surety, if any has been selected pursuant to this Agreement, shall have the duty to take over and complete the Works of Improvement. If the surety, within fifteen (15) days after the serving upon it of such Default Notice, does not give the City written notice of its intention to take over the performance of the contract, does not commence performance thereof within thirty (30) days after notice to the City of such election, does not diligently complete performance, or suspends or abandons performance for thirty (30) days after having commenced such performance, then the City may take over the Work of Improvement and prosecute the same to completion, by contract or by any other method the City may deem advisable, for the account and at the expense of Subdivider, and Subdivider’s surety if any has been selected pursuant to this Agreement, shall be liable to the City for any cost or damages occasioned the City thereby, including interest at the rate permitted by law from the date the City demands payment of such cost, and including reasonable attorney’s fees incurred by the City in enforcing Subdivider’s obligations pursuant to this Agreement. 8.3. Breach of Agreement: Holders other than Surety. In the event the Security Instrument is other than a bond, at the expiration of the period for cure provided in the Default Notice provided pursuant to Section 8.1 above, and if cure has not been completed, City may do the following: (a) If security is the real property, City may take the enforcement actions specified in the deed of trust, covenants and conditions, or other recorded instrument to establish and collect the lien. (b) If the security is a cash deposit with the City or instrument of credit with a financial institution, City shall have the right to withdraw such sums as the City finds necessary to pay the actual cost of performing the Work of Improvement, including but not limited to costs of materials, labor, contractors, architects, engineers, consultants, and attorneys, as well as fifteen percent (15%) overhead factor to pay City’s administrative and associated costs. Subdivider shall have no right to approve or prevent withdrawal but shall have the right to sue City for damages or injunctive relief if City’s withdrawal of the monies is unjustified. 8.4. Breach of Agreement; Actions by City. Following Default Notice and Subdivider’s failure to timely cure a default, and if the surety fails to perform under Section 8.2, or, if no surety, then if City elects to levy on any other security under Section 8.3, then is such event, the City, without liability for so doing, may take possession of, and utilize in completing the Work of Improvement of such materials, appliances, plant and other property belonging to Subdivider as may be on the job site of the Work of Improvement and necessary therefore. 8.5. Additional Subdivision Remedies for Breach. In addition to any other remedies set forth in this Agreement for breach or default of this Agreement by Subdivider, the City may, in its discretion, elect to use the Subdivision Map Act remedies including causing to be filed for record with the County Recorder a notice of intention to record a notice of violation of the terms of this Agreement. 8.6. Remedies Not Exclusive. In any case where this Agreement provides a specific remedy to City for a default by Subdivider hereunder, such remedy shall be in addition D.6.a Packet Pg. 36 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 13 - 01247.0001/987699.1 to, and not lieu of, City’s right to pursue any other administrative, legal, or equitable remedy to which it may be entitled. 8.7. Attorney’s Fees and Costs. In the event that Subdivider or City fails to perform any obligation under this Agreement, Subdivider or City agrees to pay all costs and expenses incurred by Subdivider or City in securing performance of such obligations, including costs of suit and reasonable attorney’s fees. In the event of any dispute arising out of Subdivider’s or City’s performance of its obligations under this Agreement or under any of the Security Instruments referenced herein, the prevailing party in such action, in addition to any other relief which may be granted, shall be entitled to recover its reasonable attorney’s fees and costs. Such attorney’s fees and costs shall include fees and costs on any appeal, and in addition a party entitled to attorney’s fees and costs shall be entitled to all other reasonable costs incurred in investigating such action, taking depositions and discovery, retaining expert witnesses, and all other necessary and related costs with respect to the litigation. All such fees and costs shall be deemed to have accrued on commencement of the action and shall be enforceable whether or not the action is prosecuted to judgment. 9. Indemnity. During the one (1) year warranty period established in Section 7 of this Agreement, Subdivider agrees to indemnify, defend, and hold harmless City and City’s officers, employees, and agents from and against any and all claims, liabilities, losses, damages, causes of action, and obligations arising out of Subdivider’s performance of or failure to perform the construction and installation of the Works of Improvement in accordance with the requirements contained or referenced in this Agreement. Said indemnity obligation shall apply to personal injury, death, property damage, economic loss, and any other monetary damage or penalty to which City may be subjected, including without limitation, attorneys’ fees and costs and the costs of realizing on any Security Instrument provided by Subdivider pursuant to the terms hereof. 10. Insurance. Subdivider shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City: (a) Comprehensive General Liability Insurance (Occurrence Form CG0001 or equivalent). A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, either the general aggregate limit shall apply separately to this contract/location, or the general aggregate limit shall be twice the occurrence limit. (b) Automotive Insurance (Form CA 0001 (Ed 1/87) including “any auto” and endorsement CA 0025 or equivalent). A policy of comprehensive automobile liability insurance written on a per occurrence for bodily injury and property damage in an amount not less than either (i) bodily injury liability limits of $100,000 per person and $300,000 per occurrence and property damage liability limits of $150,000 per occurrence or (ii) combined single limit liability of $1,000,000. Said policy shall include coverage for owned, non-owned, leased and hired cars. D.6.a Packet Pg. 37 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 14 - 01247.0001/987699.1 All of the above policies of insurance shall be primary insurance and shall name the City, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by City or its officers, employees or agents shall apply in excess of, and not contribute with Contractor’s insurance. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers, employees and agents and their respective insurers. All of said policies of insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the City. In the event any of said policies of insurance are cancelled, the Contractor shall, prior to the cancellation date, submit new evidence of insurance in conformance with this Section 5.1 to the Contract Officer. No work or services under this Agreement shall commence until the Contractor has provided the City with Certificates of Insurance or appropriate insurance binders evidencing the above insurance coverages and said Certificates of Insurance or binders are approved by the City The insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the City’s Interim Chief Administrative Officer or other designee of the City due to unique circumstances. 11. General Insurance Requirements. All of the above policies of insurance shall be primary insurance and shall name the City, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by City or its officers, employees or agents shall apply in excess of, and not contribute with Subdivider’s insurance. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers, employees and agents and their respective insurers. All of said policies of insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the City. In the event any of said policies of insurance are cancelled, the Subdivider shall, prior to the cancellation date, submit new evidence of insurance in conformance with Section 5.1 to the Contract Officer. No work or services under this Agreement shall commence until the Subdivider has provided the City with Certificates of Insurance or appropriate insurance binders evidencing the above insurance coverages and said Certificates of Insurance or binders are approved by the City. City reserves the right to inspect complete, certified copies of all required insurance policies at any time. Any failure to comply with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City. D.6.a Packet Pg. 38 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 15 - 01247.0001/987699.1 All certificates shall name the City as additional insured (providing the appropriate endorsement) and shall conform to the following “cancellation” notice: CANCELLATION: SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATED THEREOF, THE ISSUING COMPANY SHALL MAIL THIRTY (30)-DAY ADVANCE WRITTEN NOTICE TO CERTIFICATE HOLDER NAMED HEREIN. [to be initialed] Agent Initials City, its respective elected and appointed officers, directors, officials, employees, agents and volunteers are to be covered as additional insureds as respects: liability arising out of activities Subdivider performs; products and completed operations of Subdivider; premises owned, occupied or used by Subdivider; or automobiles owned, leased, hired or borrowed by Subdivider. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, employees or volunteers. Subdivider’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City or its respective elected or appointed officers, directors, officials, agents, employees and volunteers or the Subdivider shall procure a bond guaranteeing payment of losses and related investigations, claim administration, defense expenses and claims. The Subdivider agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which the Subdivider may be held responsible for the payment of damages to any persons or property resulting from the Subdivider’s activities or the activities of any person or persons for which the Subdivider is otherwise responsible nor shall it limit the Subdivider’s indemnification liabilities as provided in Section 5.3. In the event the Subdivider subcontracts any portion of the work in compliance with Section 4.5 of this Agreement, the contract between the Subdivider and such subcontractor shall require the subcontractor to maintain the same policies of insurance that the Subdivider is required to maintain pursuant to Section 5.1, and such certificates and endorsements shall be provided to City. 12. General Provisions. 12.1. Obligation to Refrain from Discrimination. The Subdivider covenants by and for itself and any successors in interest that there shall be no discrimination against or segregation of any person or group of persons on account of race, color, creed, religion, sex, marital status, handicap, national origin or ancestry in the sale, lease, sublease, transfer, use, D.6.a Packet Pg. 39 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 16 - 01247.0001/987699.1 occupancy, tenure or enjoyment of the Property, nor shall the Subdivider itself or any person claiming under or through it establish or permit any such practice or practices of discrimination or segregation with reference to the selection, location, number, use or occupancy of tenants, lessees, subtenants, sublessees or vendees of the Property. The foregoing covenants shall run with the land. (a) The Subdivider shall refrain from restricting the rental, sale or lease of the Property on the basis of race, color, creed, religion, sex, marital status, handicap, national origin or ancestry of any person. All such deeds, leases or contracts shall contain or be subject to substantially the following nondiscrimination or nonsegregation clauses: (i) In deeds: “The grantee herein covenants by and for himself or herself, his or her heirs, executors, administrators and assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, marital status, handicap, national origin or ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the land herein conveyed, nor shall the grantee himself or herself or any person claiming under or through him or her, establish or permit any such practice or practices of discrimination or segregation with reference to the selection, location, number, use or occupancy of tenants, lessees, subtenants, sublessees or vendees in the land herein conveyed. The foregoing covenants shall run with the land.” (ii) In leases: “The lessee herein covenants by and for himself or herself, his or her heirs, executors, administrators and assigns, and all persons claiming under or through him or her, and this lease is made and accepted upon and subject to the following conditions: “There shall be no discrimination against or segregation of any person or group of persons on account of race, color, creed, religion, sex, marital status, handicap, ancestry or national origin in the leasing, subleasing, transferring, use, occupancy, tenure or enjoyment of the premises herein leased nor shall the lessee himself or herself, or any person claiming under or through him or her, establish or permit any such practice or practices of discrimination or segregation with reference to the selection, location, number, use or occupancy of tenants, lessees, sublessees, subtenants or vendees in the premises herein leased.” (iii) In contracts: “There shall be no discrimination against or segregation of, any person, or group of persons on account of race, color, creed, religion, sex, marital status, handicap, ancestry or national origin in the sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the premises, nor shall the transferee himself or herself of any person claim under or through him or her, establish or permit any such practice or practices of discrimination or segregation with reference to the selection, location, number, use or occupancy of tenants, lessees, subtenants, sublessees or vendees of the premises.” 12.2. Assignment; Successors and Assigns. This Agreement may be assigned by Subdivider to any party upon prior written consent of the City, which consent may not be unreasonably withheld. This Agreement shall be binding upon all successors and assigns to Subdivider’s right, title, and interest in and to the Property and any portion thereof, so that all D.6.a Packet Pg. 40 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 17 - 01247.0001/987699.1 rights and obligations set forth in this Agreement shall run with the Property subject to each and all of the Maps. 12.3. No Third Party Beneficiaries. This Agreement is intended to benefit only the parties hereto and their respective successors and assigns. Neither City nor Subdivider intend to create any third party beneficiary rights in this Agreement in any contractor, subcontractor, member of the general public, or other person or entity. 12.4. Entire Agreement; Waivers and Amendments. This Agreement integrates all of the terms and conditions mentioned herein, or incidental hereto, and supersedes all negotiations and previous agreements between the parties with respect to all or any part of the subject matter hereof, except as may be expressly provided herein. All waivers of the provisions of this Agreement must be in writing and signed by an authorized representative of the party to be charged, and all amendments hereto must be in writing and signed by the appropriate representatives of both parties. 12.5. Cooperation and Good Faith. This Agreement contemplates a series of actions, approvals and other administrative decisions to implement its provisions and construct the Works of Improvements. The parties hereto shall cooperate reasonably and in good faith to timely achieve the purposes of this Agreement for the mutual benefit of the City and Subdivider. 12.6. Authority to Enter Agreement. Each party executing this Agreement on behalf of a party represents and warrants that such person is duly and validly authorized to do so on behalf of the entity it purports to bind and if such party is a partnership, corporation or trustee, that such partnership, corporation or trustee has full right and authority to enter into this Agreement and perform all of its obligations hereunder. [SIGNATURES ON FOLLOWING PAGE] D.6.a Packet Pg. 41 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) - 18 - 01247.0001/987699.1 “CITY” CITY OF GRAND TERRACE, CALIFORNIA, a municipal corporation Konrad Bolowich, City Manager ATTEST: Debra Thomas, City Clerk APPROVED AS TO FORM: Adrian Guerra, City Attorney “SUBDIVIDER” JAY GEES, LLC By: Tony Jara, Owner/Developer Address: 5318 El Rivino Road Riverside, CA 92509 D.6.a Packet Pg. 42 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) 01247.0001/987699.1 EXHIBIT "A" SUBDIVISION IMPROVEMENT AGREEMENT – TRACT 20395 Legal Description of Property ROSEDALE TR BEG AT NW COR LOT 3 TH S 421.O8 FT TH E 637.43 FT TH N 5 DEG 31 M1N E 85.5 FT TH N 6 DEG 2O M1N W 99 FT TH N 23 DEG O3 M1N W 29.4 FT TH N 36 DEG O5 M1N W 2O.7 FT TH N 5O DEG 35 M1N W 23 FT TH N 72 DEG O2 M1N W 4O FT TH N 5O DEG 55 M1N W 4.8 FT TH N 36 DEG 34 M1N W 1O.5 FT TH S 89 DEG 52 M1N 17 SECONDS W PARALLEL TO L1TTON AVE 55 FT TH NWLY TO PT 1N S L1 L1TTON AVE 399.7 FT FROM POB TH W 399.7 FT TO POB EX N 2OO FT W 17O FT D.6.a Packet Pg. 43 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) 01247.0001/987699.1 EXHIBIT "A" - CONTINUED SUBDIVISION IMPROVEMENT AGREEMENT - TRACT 20395 TRACT INFORMATION Tract No. 20395 Approved Residential Units 6 lots D.6.a Packet Pg. 44 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) 01247.0001/987699.1 EXHIBIT "B" SUBDIVISION IMPROVEMENT AGREEMENT - TRACT 20395 CONDITIONS OF APPROVAL Description and Cost Estimate D.6.a Packet Pg. 45 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) Page 1 of 6 CITY OF GRAND TERRACE COST ESTIMATE STREET IMPROVEMENTS (Off Site) 27-Mar-24 3/27/24 Developer: Jay Gees, LLC Engineer: HP Engineering, Inc. Phone No.: 909 335-8239 Drawing No.: Planning Case#: _T_M_2_0_3_9 s _ TM No./PM No.: Date: 27-Mar-24 ITEM QUANTITY UNIT UNIT COST (SJ AMOUNT 6" Curb And Gutter LF $ 18.00 $ . 6" Curb Only LF $ 14.30 $ - 8" Curb And Gutter 1,536 LF $ 19.00 $ 29,184.00 8" Curb Only LF $ 15.00 $ . - Gutter (Adj. to existing curb) LF $ 7.75 $ Cross Gutter 216 SF $ 9.50 $ 2,052.00 Side Walk 8,712 SF $ 5.95 $ 51,836.40 - Residential DWY APPR SF $ 8.35 $ - Commercial DWY APPR SF $ 10.75 $ Handicap Ramp 3 EA $ 2,390.00 $ 7,170.00 - 6" AC Dike LF $ 13.10 $ 8" AC Dike 65 LF $ 17.87 $ 1,161.55 *AC Pavement/Aggregate Base 4"/6" 15,236 SF $ 3.60 $ 54,849.60 - *AC Pavement/Native 3" SF $ 1.75 $ 6" Aggregate Base Ton $ 40.00 $ . - 5" AC Pavement Ton $ 100.00 $ Full Depth AC Paving 84 Ton $ 100.00 $ 8,400.00 Roadway Excavation CY $ 15.50 $ . Barricades EA $ 2,500.00 $ . AC Overlay 11/2" 16,221 SF $ 0.90 $ 14,598.90 Fog Seal SF $ 0.63 $ . Preparation of Subgrade 15,236 SF $ 0.36 $ 5,484.96 Street Name Signs 1 EA $ 595.00 $ 595.00 Regulatory Signs 1 EA $ 297.50 $ 297.50 Truncated Dome 3 EA $ 358.00 $ 1,074.00 Guide Marker 1 EA $ 89.50 $ 89.50 Saw Cut 995 LF $ 4.15 $ 4,129.25 3" C.1.P. curb core 11 EA $ 100.00 $ 1,100.00 . 4" Conduit, Futuire Use LF $ 12.00 $ Driveway Approach Removal 172 SF $ 0.72 $ 123.84 Trench Repair 105 SF $ 7.75 $ 813.75 Street Light 3 EA $ 6,810.00 $ 20,430.00 Relocate Exisitng Mail Box 1 EA $ 250.00 $ 250.00 Remove Existing Tree 1 EA $ 750.00 $ 750.00 Remove Existing Stop Sign 1 EA $ 400.00 $ 400.00 Remove Street Light EA $ 1,702.00 $ - Hydroseed Manufactured Slope 5,540 SF $ 1.00 $ 5,540.00 Grading (Import Soil) CY $ 14.25 $ - Remove Existing Cone. Steps 34 SF $ 5.00 $ 170.00 Remove Existing A.C. Curb 387 LF $ 2.00 $ 774.00 Interceptor Drain 212 LF $ 5.00 $ 1,060.00 Remove Curb And Gutter LF $ 4.50 $ - Street Striping 822 LF $ 0.48 $ 394.56 AC Street Cut Repair Ton $ 149.00 $ - D.6.a Packet Pg. 46 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) Page 2 of 6 AB Street Cut Repair Ton $ 101.30 $ - 3' Retaining Wall with Wrought Iron 424 LF $ 100.00 $ 42,400.00 Adjust Exisitng Sliding Gate 1 EA $ 200.00 $ 200.00 4' Retaining Wall 202 LF $ 107.25 $ 21,664.50 Asphalt Redwood Header 46 LF $ 2.00 $ 92.00 Remove Existing Chain Link Fence 654 LF $ 1.50 $ 981.00 . Mail Box EA $ 250.00 $ Cold Mill ($35,00.00 + $.80/sf) 16,221 SF $ 1.50 $ 24,331.50 Street Improvements (Off Site) Subtotal w/o Traffic Control During CONST Traffic Control During Construction (5% of Estimated Construction Cost.) Contingency - 10% of Construction Cost Street Improvement (Off Site) Subtotal $ 302,397.81 $15,119.89 $30,239.78 $ 347,757.48 $40/Ton AB CITY OF GRAND TERRACE COST ESTIMATE STORM DRAIN IMPROVEMENTS (Off Site) 27-Mar-24 Developer: Jay Gees, LLC Engineer: HP Engineering, Inc. Phone No.: 909 335-8239 Drawing No.: Planning Case#: _T_M_2_0_3_95 TM No./PM No.: Date: 27-Mar-24 ITEM QUANTITY UNIT UNIT COST ($) AMOUNT 69" RCP And Over LF $ 446.00 $ - 66" RCP LF $ 397.00 $ - 60" RCP LF $ 363.00 $ - 54" RCP LF $ 329.00 $ - 48" RCP LF $ 295.00 $ - 42" RCP LF $ 261.00 $ - 36" RCP LF $ 227.00 $ - 30" RCP LF $ 193.00 $ - 24" RCP LF $ 159.00 $ - 18" RCP LF $ 113.50 $ - 4' Wide X 8" High Open Channel 234 LF $ 50.00 $ 11,700.00 Catch Basin - 7' EA $ 6,240.00 $ - Catch Basin - 14' EA $ 11,350.00 $ - Catch Basin - 21' EA $ 17,025.00 $ - Catch Basin - 28' EA $ 24,970.00 $ - Junction Structure EA $ 2,837.00 $ - Manhole No. 2 EA $ 5,675.00 $ - Local Depression EA $ 1,192.00 $ - . Concrete Collar EA $ 2,980.00 $ Drainage Inlet Structure EA $ 6,810.00 $ - Drainage Outlet Structure EA $ 2,980.00 $ - Transition Structure (DW6 #412) EA $ 1,790.00 $ - Grate Inlet Structure EA $ 2,385.00 $ - Parkway Culvert 2 EA $ 1,430.00 $ 2,860.00 Headwall (LA STD) EA $ 953.00 $ - Crushed Rock for Rip Rap. CY $ 47.50 $ - Concrete Collar CY $ 834.00 $ - Adjustment Manhole to FG LS $ 715.00 $ - D.6.a Packet Pg. 47 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) Page 3 of 6 ------------- !connect to Existing MH I I L5 Is 2,385.00 $ - !Reinforced Concrete I I CY Is 953.00 $ - Storm Drain Improvement (Off Site) Subtotal $ 14,560.00 CITY OF GRAND TERRACE COST ESTIMATE SANITARY SEWER IMPROVEMENTS (Off Site) 27-Mar-24 Developer: Jay Gees, LLC Engineer: HP Engineering, Inc. Phone No.: 909 335-8239 Drawing No.: Planning Case#: _T_M_2_0_3_95 TM No./PM No.: Date: 27-Mar-24 Manhole - 60" DIA Manhole - 48" DIA Drop Manhole Wyes Clean Out Sewer Saddle ITEM QUANTITY 4 6 UNIT EA EA EA EA EA EA UNIT COST (SJ $ 5,960.00 $ 4,767.00 $ 5,960.00 $ 119.20 $ 805.00 $ 238.00 AMOUNT $ - $ 19,068.00 $ - $ - $ - $ 1,428.00 Remodeling Existing Manhole Sewer4" PVC Sewer6" PVC Sewers" PVC Sewer 10" PVC Sewer 12" PVC Sewer 15" PVC 4" Sewer lateral With Cleanout Encasement Pavement Restoration EA LF LF 495 LF LF LF LF 6 EA LF 108 SF $ 1,073.00 $ 35.75 $ 47.50 $ 70.00 $ 89.40 $ 95.30 $ 107.25 $ 1,200.00 $ 41.70 $ 7.00 $ - $ - $ - $ 34,650.00 $ - $ - $ - $ 7,200.00 $ - $ 756.00 $ 63,102.00 D.6.a Packet Pg. 48 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) Page 4 of 6 Traffic Control (5% of Estimated Construction Cost) 3,155.10 Contingency 10% of Construction Cost Total 6,310.20 72,567.30 D.6.a Packet Pg. 49 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) Page 5 of 6 CITY OF GRAND TERRACE COST ESTIMATE TRAFFIC SIGNALS/ SIGNS/ STRIPING (Off Site) 27-Mar-24 Developer: Jay Gees, LLC Engineer: HP Engineering, Inc. Phone No.: 909 335-8239 Drawing No.: Planning Case#: _T_M_2_0_3_95 TM No./PM No.: Date: 27-Mar-24 ITEM QUANTITY UNIT UNITCOST\ J AMOUNT Traffic Signals LEG $ 62,500.00 $ - Major Intersection (4 LEG) LS $ 250,000.00 $ - Minor Intersection (4 LEG) LS $ 250,000.00 $ - Add Phase To Existing Signal (One Direction) LS $ 37,500.00 $ - Add Phase To Existing Signal (Both Directions) LS $ 75,000.00 $ - Traffic Signal Relocation Per Pole, lA (10') Pole EA $ 6,550.00 $ - Traffic Signal Relocation Per Pole, Pole With Signal Mastarm EA $ 13,100.00 $ - Relocate PB or Adj. Grade EA $ 120.00 $ - Traffic Signal Loops EA $ 450.00 $ - Striping LF $ 0.53 $ - Pedestrian Crosswalk Striping 18 LF $ 0.72 $ 12.96 Pavement Marker 152 LF $ 3.60 $ 547.20 Traffic Signals/ Signs/ Striping Subtotal $ S60.16 D.6.a Packet Pg. 50 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) ENGINEER'S COST ESTIMATE WATER IMPROVEMENT PLAN Tract 20395 Annlicant: Jav Gees, LLC Project: Engineer: HP Eneineerin2 Plan No. Location: City of Gand Terrace Phone: 909 335-8239 Quantity Unit Item Description Unit Cost Amount WATER 3 EA Install Thrust Block $ 350.00 $ 1,050.00 5 EA l II Service Installation $ 4,500.00 $ 22,500.00 EA 1-1/211 Service Installation $ 6,651.72 $ - EA 2" Service Installation $ 7,258.11 $ - EA Remove 5/8", 3/4" or l" Meter w/l II Water Service $ 1,000.00 $ - EA Remove 1-1/2" or 2" Water Service with Meter $ 2,000.00 $ - EA Remove 4" Water Service with 311 or 4" Meter $ 4,000.00 $ - LF Removal of Existing 4" to 6" DIP/ ACP $ 60.00 $ - LF Removal of Existing 611 to 811 DIP /ACP $ 70.00 $ - 1 EA Relocation of Existing Fire Hydrant and appurtenants $ 6,000.00 $ 6,000.00 EA Removal of Existing Fire Hydrant and appurtenants $ 2,500.00 $ - EA Removal of Existing DCDA and appurtenants $ 2,500.00 $ - EA Removal of Existing Blow-off $ 600.00 $ - EA Removal of Existing Air Release Valve $ 600.00 $ - EA Removal of Existing Gate Valve $ 500.00 $ - EA Removal of Existing Plug $ 500.00 $ - EA Remove of Existing Detector Check $ 2,000.00 $ - EA Removal of Existing Vault $ 1,200.00 $ - EA Install 5/811 to l II RPBP $ 600.00 $ - EA Install 1-1/2" to 211 RPBP $ 1,200.00 $ - EA Install 311 to 4" RPBP $ 4,000.00 $ - EA Install 611 to 8" RPBP $ 6,000.00 $ - EA Install 10" RPBP $ 8,000.00 $ - EA Install Hot Tap w/Tapping Sleeve (4"x611), -8", -10" or-12" $ 2,500.00 $ - EA Install Hot Tap w/Tapping Sleeve (6"x8"), -10" or -12" $ 3,500.00 $ - EA Install Hot Tap w/Tapping Sleeve (811x811), -IO" or -12" $ 4,000.00 $ - EA Install Hot Tap w/Tapping Sleeve (I 0"xl 011), -12" or -16" $ 5,000.00 $ - 357 LF Install 8" PVC, Class 200 $ 60.00 $ 21,420.00 LF Install 6" Gate Valve $ 1,000.00 $ - 1 EA Install 8" Gate Valve $ 1,200.00 $ 1,200.00 EA Install 10" to 12" Gate Valve $ 2,000.00 $ - EA Install 4" to 8" Adapter or Reducer $ 900.00 $ - EA Install 10" to 12" Adapter or Reducer $ 1,400.00 $ - I EA Install 811 Tee Fitting $ 800.00 $ 800.00 EA Install 10" to 12" Tee $ 1,400.00 $ - EA Install 4" to 611 DIP - Elbow $ 700.00 $ - Prepared By: C. Alcantara, 2012 Revised by: Mai L., 1/5/2015 Revised by: Carmen B., 8/19/2015 Revised by: Mail L, 1/7/2016 1 of2 D.6.a Packet Pg. 51 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) Quantity Unit Item Description Unit Cost Amount EA Install 8" to 1O" DIP - Elbow $ 1,000.00 $ - EA Install 6" to 8" Flex Coupling $ 300.00 $ - EA Install 1O" to 12" Flex Coupling $ 500.00 $ - EA Install 4" to 6" Compound Meter $ 5,000.00 $ - EA Install 8" to I0" Compound Meter $ 7,500.00 $ - EA Install Protective Cage $ 1,500.00 $ - EA Install 4" to 6" DCDA Assembly $ 5,500.00 $ - EA Install 8" to 10" DCDA Assembly $ 7,500.00 $ - EA Install 12" DCDA Assembly $ 10,000.00 $ - I EA Install 6" Fire Hydrant Assembly $ 7,200.00 $ 7,200.00 EA Install 6" or 8" Tee with (2) Spools and (2) Flex Couplings & Adapter $ 2,200.00 $ - EA Install 10" or 12" Tee with (2) Spools and (2) Flex Couplings & Adapter $ 2,800.00 $ - EA Install Blind Flange $ 400.00 $ - EA Install End Cap/ Plug $ 900.00 $ - EA Install 4" to 6" Bend $ 300.00 $ - I EA Install 8" to I0" Bend $ 450.00 $ 450.00 EA Install 12" Bend $ 600.00 $ - EA Install ]"to 2" Air Release Valve $ 2,500.00 $ - EA Install 2" Blow-off $ 2,000.00 $ - EA Install 4" Blow-off $ 3,000.00 $ - 1 EA Install Valve Box $ 350.00 $ 350.00 EA Shut Off Existing Gate Valve $ 100.00 $ - SF Construct Slurry Seal Repair per City Std A-26-02. $ 3.00 $ - LF Construct Trench Pavement Repair per A-26-02 (lanes up to 12- foot width) $ 100.00 $ - SF Construct Trench Pavement Repair per A-26-02 (lane width> 12 feet) $ 8.00 $ - LF Protect Water Main in Place $ - LF Abandon Water Main In Place $ - $ - Other $ - Other $ - Other $ - WATER INSTALLATION/CONNECTION FEES CHARGED SEPARATELY Estimated By: SUBTOTAL: $ 60,970.00 ',t j '?- ri"i_ss,0 ( • <vv/$ s. VJ I §! o- I PLAN CHECK FEE (3% OR MIN. $250) $ 1,829.10 OE:xp. -6--o ;4 ,;, Approved By: CONTINGENCIES - 25%: $ 15,242.50 i; t O'"V y CAL 3/27/24 CALL FOR BONDS: (Cash/CD/Check) TOTAL: $ 76,212.50 FAITHFUL PERFORMANCE: $ 76,213 LABOR AND MATERIAL: $ 76,213 WARRANTY: $ 38,106 CONSTRUCTION/ INSPECTION FEE $ 1,829.10 2 of2 D.6.a Packet Pg. 52 At t a c h m e n t : G T s u b d i v i s i o n i m p r o v e m e n t a g r e e m e n t ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) D.6.b Packet Pg. 53 At t a c h m e n t : T r a c t 2 0 3 9 5 M a p ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) D.6.b Packet Pg. 54 At t a c h m e n t : T r a c t 2 0 3 9 5 M a p ( A c c e p t a n c e o f F i n a l M a p N o . 2 0 3 9 5 ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Approval of the April-2024 Check Register in the Amount of $531,849.45 PRESENTED BY: Christine Clayton, Finance Director RECOMMENDATION: Approve the Check Register No. 04302024 in the amount of $531,849.45 as submitted, for the month ending April 30, 2024. 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 April-2024 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 April-2024. 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 that do not have a budgetary impact. DISCUSSION: CHECK REGISTER A total of $531,849.45 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 April-2024. D.7 Packet Pg. 55 Payments larger than $10,000: Check No. Payee Description Amount 81153 SB COUNTY SHERIFF APR 2024 LAW ENFORCEMENT SVCS, FY23-24 Q2 OT, GAS & VEHICLE MAINT $246,515.60 81161 WILLDAN OCT 2023 PLAN CHECK/INSPECTION SVCS, SEP-OCT 2023 CITYWIDE ENGINEERING & TRAFFIC SURVEYS $12,841.44 81191 MICHAEL BAKER INTERNATIONAL FEB-MAR 2024 PROFESSIONAL SVCS FOR ASSEMBLY & LIGHT MANUFACTURING AND RETENTION PAYMENT $22,129.61 81197 RIVERSIDE HIGHLAND WATER CO FEB-MAR 2024 WATER USAGE $10,353.96 81206 WEST COAST ARBORISTS INC MAR 2024 CITYWIDE TREE MAINTENANCE AND ZONE 6 TREE TRIMMING & REMOVAL $17,492.00 81207 WILLDAN MAR 2024 ON-CALL CODE ENFORCEMENT SVCS AND SEP- OCT PROFESSIONAL SVCS $17,280.00 81214 WILLDAN APR-MAY 2023 CIP INSPECTION SVCS, JAN 2024 PW PERMIT INSPECTION SVCS, FEB 2024 PROFESSIONAL SVCS CONDOR $28,189.50 17487092 CA PUB EMPLOYEES RETIRE SYSTEM APR 2024 PERS HEALTH INSURANCE $25,289.38 26244608 SO CA EDISON COMPANY MAR 2024 ENERGY USAGE $15,267.06 TOTAL PAYMENTS LARGER THAN $10,000 $395,358.55 PAYROLL Payroll costs for the month: Pay Per. Period Start Period End Pay Date Amount APR-24 46 From 03/16/2024 to 03/29/2024 04/04/2024 $57,709.99 47 From 03/30/2024 to 04/12/2024 04/18/2024 $58,833.40 $116,543.39 FISCAL IMPACT: All disbursements (including payroll) were made in accordance with the approved budget for Fiscal Year 2023-24 in the amount of: Description Amount APR-24 Check Register $531,849.45 D.7 Packet Pg. 56 Payroll $116,543.39 $648,392.84 ATTACHMENTS: • FY2023-24 Check Register Account Index (PDF) • April 2024 Check Register (PDF) APPROVALS: Christine Clayton Completed 06/19/2024 11:44 AM Finance Completed 06/19/2024 11:45 AM City Manager Completed 06/19/2024 12:43 PM City Council Pending 06/25/2024 6:00 PM D.7 Packet Pg. 57 CITY OF GRAND TERRACE FY2023-24 GRAND TERRACE CIVIC CENTER 22795 BARTON ROAD GRAND TERRACE, CA 92313 CHECK REGISTER Account Index The Grand Terrace City Council meets on the Second and Fourth Tuesday of each month at 6:00 pm. City of Grand Terrace Check Register Index Bill Hussey, Mayor Doug Wilson, Mayor Pro Tem Jeff Allen, Council Member Kenneth Henderson, Council Member Michelle Sabino, Council Member D.7.a Packet Pg. 58 At t a c h m e n t : F Y 2 0 2 3 - 2 4 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 ( A p r - 2 0 2 4 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 Fund Dept Acct No.Fund Name No.Department Cost Center 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 D.7.a Packet Pg. 59 At t a c h m e n t : F Y 2 0 2 3 - 2 4 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 ( A p r - 2 0 2 4 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 CITY OF GRAND TERRACE FY2023-24 GRAND TERRACE CIVIC CENTER 22795 BARTON ROAD GRAND TERRACE, CA 92313 MONTHLY CHECK REGISTER For the Period Ending APRIL 30, 2024 Bill Hussey, Mayor Doug Wilson, Mayor Pro Tem Jeff Allen, Council Member Kenneth J. Henderson, Council Member Michelle Sabino, Council Member The Grand Terrace City Council meets on the Second and Fourth Tuesday of each month at 6:00 pm. D.7.b Packet Pg. 60 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice # POLYCOM VVX 450 PHONES (04/01/24 - 06/30/24) (04/01/24 - 06/30/24) (3) YARD SALE SIGNS INSURANCE (2) YARD SALE SIGNS B 23-515-22-00 20.00 20.00 20.00 B 10-022-70-00 757.04 757.04 757.04 81123 04/04/2024 ELAINE ANDON 04032024 REFUND YARD SALE SIGN DEPOSIT FOR 04/03/2024 B 23-515-22-00 30.00 30.00 30.00 81122 04/04/2024 AMERITAS LIFE INSURANCE CORP APR 2024 APR 2024 EMPLOYEE PAID DENTAL 04/01/2024 E 10-195-247-000-000 264.25 264.25 702.85 81121 04/04/2024 ADRIAN ALCANTAR 04032024 REFUND YARD SALE SIGN DEPOSIT FOR 04/03/2024 E 10-195-247-000-000 438.60 438.60 154208078 4TH QTR4TH QUARTER SECURITY MONITORING 03/11/2024 E 10-190-235-000-000 1,324.51 1,324.51 1,324.51 81120 04/04/2024 ADT SECURITY SERVICES 154208077 4TH QTR4TH QUARTER SECURITY MONITORING 03/11/2024 81119 04/04/2024 8X8 INC 4347049 APR 2024 SERVICE CHARGE FOR (46) 04/01/2024 E 10-190-238-000-000 1,010.09 E 10-805-238-000-000 210.66 1,220.75 1,220.75 Inv. Date Amount Paid Check Total 20609 04/11/2024 SO CA GAS COMPANY MAR 2024 GAS SERVICEMAR 2024 GAS SERVICE 04/05/2024 Check #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 D.7.b Packet Pg. 61 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 COUNTRY FAIR - BALLOON ORDER CITY COUNCIL RICHARD ROLLINS PARK SHLTR B 3/9/2024 TROUBLESHOOT AND RESET FIRE STATION PROCESSING - FEB 2024 FOR FEB 2024 E 10-140-255-000-000 73.75 73.75 E 10-185-255-000-000 368.95 368.95 162815 GRAND TERRACE - STREET SWEEPING 03/19/2024 E 10-190-238-000-000 141.25 141.25 141.25 81129 04/04/2024 DATA TICKET INC 162376 GRAND TERRACE - CODE ENFORCEMENT 03/19/2024 E 10-195-246-000-000 144.00 144.00 144.00 81128 04/04/2024 COLTON PUBLIC UTILITIES JUN-NOV23 FIRE SEWERJUN-NOV23 GT SEWER COMM - 02/26/2024 B 23-515-22-00 50.00 50.00 50.00 81127 04/04/2024 CHAMPION FIRE SYSTEMS INC 70676 FY2023-24 Q3 CITY HALL ALARM 03/26/2024 E 67-380-250-000-000 560.00 560.00 560.00 81126 04/04/2024 TRACY CAMPOS 04032024 REFUND RESERVATION DEPOSIT FOR 04/03/2024 E 10-804-220-000-000 330.00 330.00 330.00 81125 04/04/2024 BENSON PRODUCTIONS 1610 MAR 2024 VIDEOGRAPHER SERVICES FOR 03/27/2024 81124 04/04/2024 PERLA BELTRAN 09112023 HISTORICAL AND CULTURAL COMMITTEE 09/11/2023 D.7.b Packet Pg. 62 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 PARKS, CIVIC CENTER, CANAL STRIP, ORIOLE 6893 TRACT 18070 JADEN BI MONTHLY MAINT REHABILITATION SURVEY AND PLANS E 94-175-257-000-000 2,700.00 2,700.00 2,700.00 E 10-195-245-000-000 133.64 133.64 295.25 81132 04/04/2024 GOODMAN AND ASSOCIATES 5873 DEC23-JAN24 BARTON RD PAVEMENT 01/31/2024 E 10-450-701-000-000 161.61 161.61 92446302 PESTICIDES FOR CITY HALL 03/18/2024 575.00 5,420.00 81131 04/04/2024 FRUIT GROWERS SUPPLY 92447564 HAND HELD BLOWER FOR PARKS 03/22/2024 750.00 6894 MAR 2024 RIGHT OF WAY LANDSCAPING 03/19/2024 E 10-450-245-000-000 575.00 E 26-601-255-000-000 80.00 4,095.00 MAR 2024 LANDSCAPING SERVICES - 03/19/2024 E 26-605-255-000-000 750.00 E 10-195-245-000-000 200.00 E 10-450-245-000-000 3,665.00 E 26-600-255-000-000 150.00 E 10-140-255-000-000 52.98 52.98 495.68 81130 04/04/2024 EZ SUNNYDAY LANDSCAPE 6892 MAR 2024 LANDSCAPING SERVICES - 03/19/2024 162580 GT CITATION PROCESSING FEES FEB 2024 03/19/2024 D.7.b Packet Pg. 63 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 OF PUBLIC HEARING (2) YARD SALE SIGNS (4) YARD SALE SIGNS GATEWAY SPECIFIC PLAN B 23-515-60-00 1,155.00 1,155.00 1,155.00 E 10-172-210-000-000 82.86 82.86 82.86 81137 04/04/2024 INTERWEST CONSULTING GROUP 288786 FEB 2024 PROFESSIONAL SERVICES FOR 03/12/2024 B 23-515-22-00 40.00 40.00 40.00 81136 04/04/2024 INLAND BUSINESS FORMS 35611 CORRECTION NOTICES (1 PAD)04/01/2024 B 23-515-22-00 20.00 20.00 20.00 81135 04/04/2024 ASHLYN HUGHES 04032024 REFUND YARD SALE SIGN DEPOSIT FOR 04/03/2024 E 10-125-230-000-000 149.85 149.85 899.08 81134 04/04/2024 MELISSA GUILLEN 04032024 REFUND YARD SALE SIGN DEPOSIT FOR 04/03/2024 E 10-125-230-000-000 166.48 166.48 6055 GT 03.21.2024 CITY AD: ORD 352 03/19/2024 B 23-515-20-00 582.75 582.75 6054 GT 03.21.2024 CITY AD: ORD 351 03/19/2024 81133 04/04/2024 GRAND TERRACE CITY NEWS 5451 GT LEGAL AD 02.01.2024 HINES NOTICE 01/30/2024 D.7.b Packet Pg. 64 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 PHOTOCOPIER MAINTENANCE SERVICES SENIOR CENTER 3/27/2024 1,143.81 1,143.81 E 16-175-142-000-000 7.69 E 52-400-142-000-000 1.85 E 65-425-142-000-000 6.69 E 10-185-142-000-000 23.86 E 10-370-142-000-000 24.61 E 10-450-142-000-000 9.90 E 10-140-142-000-000 37.85 E 10-172-142-000-000 19.91 E 10-175-142-000-000 16.89 B 10-022-66-00 921.00 E 10-120-142-000-000 49.78 E 10-125-142-000-000 23.78 B 23-515-22-00 200.00 200.00 200.00 81141 04/04/2024 LINCOLN NATIONAL LIFE INSURANC LCLN APR 2024 APR 2024 LIFE/AD&D/DEP LIFE/WI/LTD 04/01/2024 E 10-190-212-000-000 133.35 133.35 330.81 81140 04/04/2024 APRIL LEACH 04032024 REFUND RESERVATION DEPOSIT FOR 04/03/2024 E 10-190-212-000-000 197.46 197.46 9009839797 02/15/24-03/14/24 CITYWIDE PHOTOCOPIER 03/14/2024 E 10-190-212-000-000 142.92 142.92 142.92 81139 04/04/2024 KONICA MINOLTA BUS. SOLUTIONS 293040862 MAR 2024 CITYWIDE PHOTOCOPIER 03/31/2024 81138 04/04/2024 KONICA MINOLTA 44453444 MAR-APR 2024 RENT FOR ADDITIONAL 03/22/2024 D.7.b Packet Pg. 65 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 (4) YARD SALE SIGNS AND (1) PARTIAL RETURN FOR BRSP (4) YARD SALE SIGNS B 23-515-22-00 40.00 40.00 40.00 E 10-140-255-000-000 566.80 566.80 566.80 81147 04/04/2024 TERESA PETTEY 04032024 REFUND YARD SALE SIGN DEPOSIT FOR 04/03/2024 E 10-125-220-000-000 6,521.22 6,521.22 6,521.22 81146 04/04/2024 PAY PLUS SOLUTIONS INC 32710 APR 2024 CALPERS INSIGHT E-TOOLS PAY 04/01/2024 B 10-022-68-00 191.38 191.38 415.63 81145 04/04/2024 ODP BUSINESS SOLUTIONS LLC 357222775001 FILING CABINETS FOR CITY RECORDS 03/14/2024 B 10-022-68-00 224.25 224.25 PAYDATE 03212024 ARSPAYDATE 03212024 ARS RETIREMENT 03/21/2024 B 23-510-39-00 275.00 275.00 275.00 81144 04/04/2024 MIDAMERICA ADMIN RETIREMENT PAYDATE 03072024 ARSPAYDATE 03072024 ARS RETIREMENT 03/07/2024 B 23-515-22-00 45.00 45.00 45.00 81143 04/04/2024 MICHAEL BAKER INTERNATIONAL 1207463 MAY-DEC 2023 PROFESSIONAL SERVICES 03/21/2024 81142 04/04/2024 CLAUDIA MARIN 04032024 REFUND YARD SALE SIGN DEPOSIT FOR 04/03/2024 D.7.b Packet Pg. 66 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 FOR (3) YARD SALE SIGNS WASTE SERVICES (2) YARD SALE SIGNS FY2022-23 AUDIT 205,858.00 E 10-410-255-000-000 3,125.00 E 10-410-256-000-000 189,400.00 E 14-411-256-000-000 13,333.00 E 10-140-250-000-000 193.50 193.50 193.50 81153 04/04/2024 SB COUNTY SHERIFF 25177 APR 2024 LAW ENFORCEMENT SERVICES 04/02/2024 B 23-515-22-00 20.00 20.00 20.00 81152 04/04/2024 SB COUNTY AUDITOR CONTROLLER 1800001450 CONFIRMATION REQUEST SERVICES FOR 03/08/2024 E 10-187-258-000-000 5,095.41 5,095.41 5,095.41 81151 04/04/2024 ROBERT SANCHEZ 04032024 REFUND YARD SALE SIGN DEPOSIT FOR 04/03/2024 81150 04/04/2024 SAN BERNARDINO COUNTY FIRE DEP GT424CC APR-JUN 2024 HOUSEHOLD HAZARDOUS 03/27/2024 R 10-200-05 15.00 B 23-515-22-00 30.00 45.00 45.00 E 10-190-211-000-000 785.90 785.90 785.90 81149 04/04/2024 ELIZABETH RIVAS 04032024 REFUND YARD SALE FEE AND SIGN DEPOSIT 04/03/2024 81148 04/04/2024 QUADIENT LEASING USA INC Q1277254 FEB-MAY24 POSTAGE METER LEASE 04/01/2024 D.7.b Packet Pg. 67 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 PROACTIVE PATROL & SHERIFF OVERTIME QUALITY OF LIFE CHRISTMAS PARADE CONDOR COMMUNITY MEETING E 10-195-245-000-000 4.89 E 10-450-245-000-000 12.23 17.12 214.40 E 10-450-245-000-000 34.26 34.26 65466 LOCKS FOR PARKS AND CITY HALL 03/13/2024 E 10-450-245-000-000 163.02 163.02 65517 SPARE KEYS FOR PARKS 03/26/2024 E 10-410-250-000-000 382.28 382.28 246,515.60 81154 04/04/2024 SO CAL LOCKSMITH 64902 MASTER KEYS FOR FREEDOM PARK 10/05/2023 E 10-410-250-000-000 416.64 416.64 25013 FY2023-24 Q2 SHERIFF OVERTIME - 02/12/2024 E 10-410-250-000-000 955.70 955.70 25011 FY2023-24 Q2 SHERIFF OVERTIME - 02/12/2024 E 10-410-250-000-000 3,089.75 13,003.51 25012 FY2023-24 Q2 SHERIFF OVERTIME - 02/12/2024 25,899.47 24095 FY2023-24 Q2 GAS & VEHICLE MAINTENANCE 02/13/2024 E 10-410-220-000-000 9,913.76 25010 FY2023-24 Q2 SHERIFF OVERTIME - 02/12/2024 E 10-410-250-000-000 25,899.47 D.7.b Packet Pg. 68 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 GRIFFIN PARK TJ AUSTIN PARK CITY HALL CITY HALL SENIOR CENTER RICHARD ROLLINS PARK DOG PARK E 10-450-245-000-000 85.00 85.00 874.00 E 10-450-245-000-000 85.00 85.00 444858315 MAR 2024 GOPHER CONTROL FOR 03/22/2024 E 10-805-245-000-000 115.00 115.00 444858271 MAR 2024 GOPHER CONTROL FOR 03/22/2024 E 10-195-245-000-000 119.00 119.00 444858248 MAR 2024 PEST CONTROL SVCS FOR 03/22/2024 E 10-195-245-000-000 131.00 131.00 444856902 MAR 2024 PEST CONTROL SERVICES - 03/22/2024 E 10-450-245-000-000 167.00 167.00 444856961 MAR 2024 GOPHER CONTROL FOR 03/22/2024 E 10-450-245-000-000 172.00 172.00 444858306 MAR 2024 GOPHER CONTROL FOR 03/22/2024 E 10-380-250-000-000 31.15 31.15 31.15 81156 04/04/2024 TERMINIX 444858324 MAR 2024 GOPHER CONTROL FOR 03/22/2024 81155 04/04/2024 T MOBILE MAR24 TMOBILE FEB-MAR 2024 BACKUP INTERNET SERVICE 03/21/2024 D.7.b Packet Pg. 69 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 0197046031624 (5) YARD SALE SIGNS MAINTENANCE FEE IMPROVEMENTS TRAFFIC SURVEYS E 16-900-220-000-000 2,479.50 2,479.50 E 10-172-250-100-000 4,392.50 4,392.50 006-26455 SEP 2023 CITYWIDE ENGINEERING AND 10/27/2023 E 10-175-240-000-000 318.08 318.08 318.08 81161 04/04/2024 WILLDAN 002-30237 OCT 2023 PLAN CHECK/ INSPECTION SVCS 11/06/2023 E 16-900-220-000-000 209.50 209.50 209.50 81160 04/04/2024 UNITED RENTALS 231928227-001 RENTAL FOR TRENCHER FOR CITY HALL 03/27/2024 B 23-515-22-00 50.00 50.00 50.00 81159 04/04/2024 UNDERGROUND SERVICE ALERT 320240306 APR 2024 MONTHLY DATABASE 04/01/2024 49.84 479.81 81158 04/04/2024 DONNA TOTH 04032024 REFUND YARD SALE SIGN DEPOSIT FOR 04/03/2024 E 10-805-238-000-000 99.99 99.99 CITY HALL CABLE - MAR-APR 2024 03/16/2024 E 10-190-238-000-000 49.84 E 10-190-238-000-000 329.98 329.98 0153825032324 SR CENTER INTERNET - HSD3 - MAR-APR 2024 03/23/2024 81157 04/04/2024 TIME WARNER CABLE 0228510032524 CITY HALL INTERNET - MAR-APR 2024 03/25/2024 D.7.b Packet Pg. 70 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 VARIOUS DEVELOPERS TRAFFIC SURVEYS TRAFFIC SURVEYS MONITORING (04/14/24-07/13/24) 1,672.18 1,672.18 E 10-195-219-000-000 126.06 E 10-801-270-000-000 1,504.10 E 10-805-220-000-000 42.02 E 10-805-245-000-000 160.83 160.83 160.83 81164 04/18/2024 ARROWHEAD CREDIT UNION MAR2024 VISA MAR-APR 2024 VISA CHARGES 04/02/2024 E 10-140-241-000-000 191.00 191.00 583.00 81163 04/18/2024 ADT SECURITY SERVICES 1054276815 4TH QTR4TH QUARTER SENIOR CENTER SECURITY 03/27/2024 E 10-140-241-000-000 392.00 392.00 05/01/2024 - B15 MAY RENT FOR UNIT B15 04/16/2024 E 16-900-220-000-000 1,379.44 1,379.44 12,841.44 81162 04/18/2024 A STORAGE PLACE 05/01/2024 - B3334 MAY RENT FOR UNIT B3334 04/16/2024 E 16-900-220-000-000 2,250.00 2,250.00 006-26664 OCT 2023 CITYWIDE ENGINEERING AND 11/13/2023 B 23-515-94-00 780.00 2,340.00 006-24511 OCT 2022 CITYWIDE ENGINEERING AND 11/22/2022 B 23-510-60-00 520.00 B 23-510-99-00 520.00 B 23-515-44-00 520.00 002-28638 APR 2023 PROFESSIONAL SERVICES FOR 05/05/2023 D.7.b Packet Pg. 71 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 FOR CONDOR BATTERY ENERGY STORAGE (5) YARD SALE SIGNS JAN 2024 - MAR 2024 E 10-195-246-000-000 174.98 174.98 174.98 E 10-185-265-000-000 100.00 100.00 100.00 81170 04/18/2024 CHARTER COMMUNICATIONS 234703801040124 CITY HALL ELEVATOR PHONE - APR 2024 04/01/2024 81169 04/18/2024 CALANIMALS 300001860 2024 CALANIMALS MEMBERSHIP RENEWAL 01/25/2024 R 10-700-01 -1.95 B 23-200-21-00 38.90 36.95 36.95 B 23-515-22-00 50.00 50.00 50.00 81168 04/18/2024 CA STATE DEPT OF CONSERVATION SMIP2024-3Q-03 2023-24 SMIP 3RD QUARTER 03/15/2024 B 23-510-60-00 340.00 340.00 340.00 81167 04/18/2024 IRENE BOCANEGRA 04172024 REFUND YARD SALE SIGN DEPOSIT FOR 04/17/2024 E 10-808-235-000-000 702.00 3,642.84 3,642.84 81166 04/18/2024 BFSA ENVIRONMENTAL SERVICES 00017603 MAR 2024 - MMRP CONSULTATION SERVICES 03/31/2024 E 10-190-235-000-000 1,902.53 E 10-450-235-000-000 358.43 E 10-805-235-000-000 679.88 81165 04/18/2024 AT AND T APR2024 AT&T APR 2024 AT&T 04/01/2024 D.7.b Packet Pg. 72 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 2ND PART AT MAIN ST AND MICHIGAN ST CODE ENFORCEMENT MATTERS (1) YARD SALE SIGN AT CITY HALL 2018A09690 AT CITY HALL B 10-022-71-00 139.71 139.71 139.71 28.28 58.60 81176 04/18/2024 EYEMED FIDELITY SECURITY LIFE 166231225 APR 2024 EMPLOYEE PAID VISION INSURANCE 03/21/2024 E 10-195-245-000-000 30.32 30.32 PAINT SUPPLIES FOR TRASH ENCLOSURE 03/21/2024 E 10-195-245-000-000 28.28 B 23-515-22-00 10.00 10.00 10.00 81175 04/18/2024 DUNN EDWARDS CORP 2018A09815 PAINT SUPPLIES FOR TRASH ENCLOSURE 03/25/2024 E 10-160-250-100-000 765.00 765.00 765.00 81174 04/18/2024 MELISSA DAVIS 04172024 REFUND YARD SALE SIGN DEPOSIT FOR 04/17/2024 E 10-195-245-000-000 606.39 606.39 606.39 81173 04/18/2024 DAPEER ROSENBLIT AND LITVAK 22841 MAR 2024 LEGAL FEES FOR MUNICIPAL 03/31/2024 E 10-190-255-000-000 7,498.00 7,498.00 7,498.00 81172 04/18/2024 COUNTY OF RIVERSIDE TLMA ADM TL0000017266 MAR 2024 TRAFFIC SIGNAL MONITORING 04/15/2024 81171 04/18/2024 COLTON JT UNIFIED SCHOOL DISTR AR 24-125 FY2023-24 CJUSD CROSSING GUARD 04/12/2024 D.7.b Packet Pg. 73 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 AT CITY HALL (3) YARD SALE SIGNS ON STOP SIGNS E 94-175-229-000-000 321.10 321.10 321.10 B 23-515-22-00 30.00 30.00 30.00 81180 04/18/2024 GRAINGER 9073128093 BATTERIES FOR FLASHING LIGHTS 04/02/2024 E 10-450-245-000-000 38.78 38.78 268.23 81179 04/18/2024 VIRGINIA GARCIA 04172024 REFUND YARD SALE SIGN DEPOSIT FOR 04/17/2024 E 10-195-245-000-000 83.71 83.71 92450904 STRING FOR WEED WACKER 04/08/2024 E 10-175-218-000-000 145.74 145.74 92448546 PVC SUPPLIES FOR IRRIGAITON LINE 03/27/2024 E 22-425-312-000-000 419.15 419.15 3,106.62 81178 04/18/2024 FRUIT GROWERS SUPPLY 92450918 ELECTRIC PUMP FOR SPRAY TANK 04/08/2024 E 22-425-312-000-000 459.22 459.22 02-2024-300405E FEB 2024 CDBG SR CENTER PROGRAMS 04/16/2024 E 22-425-312-000-000 2,228.25 2,228.25 11-2023-300604 NOV 2023 CDBG SR CENTER PROGRAMS 04/15/2024 81177 04/18/2024 FAMILY SERVICE ASSOCIATION 02-2024-300405S FEB 2024 CDBG SR CENTER COORDINATOR 04/15/2024 D.7.b Packet Pg. 74 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 EXCAVATIONS AND CDBG PRIORITY FEES E 10-190-212-000-000 260.32 260.32 260.32 E 10-175-210-000-000 53.03 53.03 53.03 81185 04/18/2024 KONICA MINOLTA 44520257 APR-MAY 2024 RENT FOR (2) PHOTOCOPIERS 04/02/2024 E 10-110-142-000-000 342.62 342.62 342.62 81184 04/18/2024 INLAND BUSINESS FORMS 35602 BUSINESS CARDS - NATALIE OROS 03/29/2024 E 10-140-250-000-000 469.20 469.20 469.20 81183 04/18/2024 WILLIAM HUSSEY APR 2024 BH HLTHAPR 2024 BH HLTH REIMBURSEMENT 04/15/2024 E 10-125-230-000-000 124.88 124.88 1,023.98 81182 04/18/2024 HDL SOFTWARE LLC SIN037024 FEB 2024 BUSINESS LICENSE PROCESSING 02/29/2024 E 10-125-230-000-000 133.20 133.20 6177 GT 04.04.20204 CITY AD: ORD. 352 03/29/2024 E 10-125-230-000-000 233.10 233.10 6057 GT 03.07.2024 CITY AD: ORD. 351 03/06/2024 E 10-125-230-000-000 532.80 532.80 5421 GT 02.01.2024 CITY AD: STREET 01/30/2024 81181 04/18/2024 GRAND TERRACE CITY NEWS 6231 GT NOTICE OF COUNCIL VACANCY 04/02/2024 D.7.b Packet Pg. 75 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 2023 SINGLE AUDIT (1) YARD SALE SIGN RICHARD ROLLINS PARK 03/31/2024 RICHARD ROLLINS PARK 03/30/2024 SVCS FOR ASSEMBLY AND LIGHT MANUFACTURING SVCS FOR ASSEMBLY AND LIGHT MANUFACTURING B 23-515-53-00 9,306.79 9,306.79 22,129.61 B 23-515-53-00 12,822.82 12,822.82 1209641 FEB-MAR 2024 PROFESSIONAL 04/12/2024 B 23-515-22-00 50.00 50.00 50.00 81191 04/18/2024 MICHAEL BAKER INTERNATIONAL 1209656 RETENTION PAYMENT - PROFESSIONAL 04/12/2024 B 23-515-22-00 50.00 50.00 50.00 81190 04/18/2024 CASHAE MCZEAL 04172024 REFUND RESERVATION DEPOSIT FOR 04/17/2024 E 10-195-245-000-000 1,275.00 1,275.00 1,275.00 81189 04/18/2024 VERONICA LOPEZ 04172024 REFUND RESERVATION DEPOSIT FOR 04/17/2024 B 23-515-22-00 10.00 10.00 10.00 81188 04/18/2024 LOMA LINDA HEAT AND A C INC 12111312 MAINTENANCE FOR A/C UNITS AT CITY HALL 04/01/2024 E 10-140-250-000-000 7,158.00 7,158.00 7,158.00 81187 04/18/2024 THOMAS LEON BERRY 04172024 REFUND YARD SALE SIGN DEPOSIT FOR 04/17/2024 81186 04/18/2024 LANCE SOLL AND LUNGHARD LLP 62044 2023 STATE CONTROLLER REPORT AND 03/31/2024 D.7.b Packet Pg. 76 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 CIVIC CENTER AND PARKS (1) YARD SALE SIGN (4) YARD SALE SIGNS E 10-380-250-000-000 9,766.00 9,766.00 9,766.00 E 10-190-210-000-000 40.10 40.10 637.29 81196 04/18/2024 ON SITE COMPUTING 54003785 MAY 2024 IT SERVICES 04/01/2024 E 10-190-210-000-000 597.19 597.19 357284016001 FY2023-24 OFFICE SUPPLIES 03/22/2024 B 23-515-22-00 40.00 40.00 40.00 81195 04/18/2024 ODP BUSINESS SOLUTIONS LLC 357280184001 FY2023-24 OFFICE SUPPLIES 03/22/2024 B 23-515-22-00 10.00 10.00 10.00 81194 04/18/2024 RICARDO OCHOA 04172024 REFUND YARD SALE SIGN DEPOSIT FOR 04/17/2024 81193 04/18/2024 LINDA MORRISON 04172024 REFUND YARD SALE SIGN DEPOSIT FOR 04/17/2024 E 10-195-245-000-000 1,304.00 E 10-450-245-000-000 1,325.00 2,629.00 2,629.00 81192 04/18/2024 MORAN JANITORIAL SERVICES LLC 2255 MAR 2024 JANITORIAL SERVICES FOR 04/02/2024 D.7.b Packet Pg. 77 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 HIGHLAND WATER CO SENIOR CENTER CITY HALL & SENIOR CENTER SYSTEM RENTAL E 10-190-238-000-000 92.00 92.00 627.79 E 10-190-238-000-000 359.25 E 10-805-238-000-000 176.54 535.79 16179154 040624 MAY 2024 WATER FILTRATION 04/06/2024 E 10-805-245-000-000 30.90 30.90 30.90 81200 04/18/2024 SPARKLETTS 9637116 040124 APR 2024 BOTTLED WATER SERVICES FOR 04/01/2024 E 16-900-254-000-000 4,724.00 4,724.00 4,724.00 81199 04/18/2024 SO CAL LOCKSMITH 65548 LOCK AND MAINTENANCE FOR 04/05/2024 81198 04/18/2024 SCA OF CA LLC 108505CS MAR 2024 STREET SWEEPING SERVICES 03/31/2024 E 26-601-239-000-000 507.94 E 26-605-238-000-000 306.54 10,353.96 10,353.96 E 10-450-238-000-000 6,656.41 E 10-805-238-000-000 694.42 E 26-600-239-000-000 669.35 B 10-015-60-00 69.20 E 10-175-238-000-000 453.85 E 10-190-238-000-000 996.25 81197 04/18/2024 RIVERSIDE HIGHLAND WATER CO FEB-MAR2024 RHWC02/02/2024-04/05/2024 RIVERSIDE 04/05/2024 D.7.b Packet Pg. 78 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 SIGNAL MAINTENANCE SIGNAL MAINTENANCE - APR-MAY 2024 - APR-MAY 2024 E 10-190-235-000-000 190.05 190.05 190.05 E 10-805-238-000-000 288.00 288.00 617.98 81205 04/18/2024 VERIZON WIRELESS 9959978105 ALPR CARD LINE CHARGES FEB-MAR 2024 03/23/2024 E 10-450-238-000-000 329.98 329.98 0007245040724 SR CTR CABLE INTERNET BLDG3 04/07/2024 E 10-450-245-000-000 147.00 147.00 147.00 81204 04/18/2024 TIME WARNER CABLE 0262246040324 RICHARD ROLLINS PARK INTERNET 04/03/2024 B 10-022-72-00 557.76 557.76 557.76 81203 04/18/2024 TERMINIX 445140149 MAR 2024 GOPHER CONTROL FOR PICO PARK 03/22/2024 E 16-510-255-000-000 557.55 557.55 1,288.55 81202 04/18/2024 TEAMSTERS LOCAL 1932 032 APR 2024 EMPLOYEE PAID MEMBERSHIP DUES 03/14/2024 E 16-510-255-000-000 731.00 731.00 22147744 MAR 2024 ROUTINE TRAFFIC 03/31/2024 81201 04/18/2024 ST FRANCIS ELECTRIC 22147745 MAR 2024 RESPONSE TRAFFIC 03/31/2024 D.7.b Packet Pg. 79 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 AND REMOVAL AND ARBORISTS SERVICES SERVICES VARIOUS DEVELOPERS VARIOUS DEVELOPERS (5) YARD SALE SIGNS B 23-515-22-00 50.00 50.00 50.00 81208 04/18/2024 VIRGINIA ZARAGOZA 04172024 REFUND YARD SALE SIGN DEPOSIT FOR 04/17/2024 B 23-515-39-00 650.00 B 23-515-93-00 130.00 780.00 17,280.00 E 10-172-250-100-000 805.00 805.00 002-29935 SEP 2023 PROFESSIONAL SERVICES FOR 10/09/2023 B 23-515-95-00 1,560.00 2,535.00 002-31531 MAR 2024 PLAN CHECK/ INSPECTION SVCS 04/03/2024 B 23-515-44-00 130.00 B 23-515-88-00 650.00 B 23-515-93-00 195.00 E 10-185-250-000-000 13,160.00 13,160.00 002-30238 OCT 2023 ENGINEERING SERVICES FOR 11/06/2023 E 20-100-245-000-000 4,922.00 4,922.00 17,492.00 81207 04/18/2024 WILLDAN 00231590 MAR 2024 ON-CALL CODE ENFORCEMENT 04/12/2024 E 10-175-245-000-000 12,570.00 12,570.00 212696 MAR 2024 CITYWIDE TREE INVENTORY 03/31/2024 81206 04/18/2024 WEST COAST ARBORISTS INC 212684 MAR 2024 ZONE 6 TREE TRIMMING 03/31/2024 D.7.b Packet Pg. 80 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 TERRACE RD SERVICES PARK RESERVATION 03/31/2024 E 10-175-250-000-000 3,780.00 3,780.00 E 94-175-257-000-000 3,937.50 3,937.50 00419797 JAN 2024 PW PERMIT INSPECTION 03/15/2024 E 94-175-257-000-000 16,128.00 16,128.00 00418582 APR 2023 CIP 2023-01 INSPECTION SERVICE 05/26/2023 E 10-190-238-000-000 49.84 49.84 49.84 81214 04/25/2024 WILLDAN 00418712 MAY 2023 CIP 2023-01 INSPECTION SERVICE 06/19/2023 R 10-450-01 60.00 60.00 60.00 81213 04/25/2024 TIME WARNER CABLE 0197046041624 CITY HALL CABLE - APR-MAY 2024 04/16/2024 E 10-190-212-000-000 164.52 164.52 164.52 81212 04/25/2024 VERONICA LOPEZ 04252024 REFUND ADMIN FEES FOR RICHARD ROLLINS 04/25/2024 E 10-120-220-000-000 320.00 320.00 320.00 81211 04/25/2024 KONICA MINOLTA BUS. SOLUTIONS 9009890234 03/15/24-04/14/24 CITYWIDE PHOTOCOPIER 04/14/2024 E 94-175-229-000-000 8,571.67 8,571.67 8,571.67 81210 04/25/2024 MATALYN LEANNE DUNBAR 04252024 FELLOWSHIP AT CITY HALL 04/25/2024 81209 04/25/2024 AM SIGNAL LLC M28630 (2) RADAR SPEED SIGNS FOR GRAND 04/23/2024 D.7.b Packet Pg. 81 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 00418206 QUICK QUACK CAR WASH CONDOR ENERGY STORAGE ACCIDENT INSURANCE 1,737.05 1,737.05 E 10-172-272-000-000 90.00 E 10-175-272-000-000 1,361.81 E 10-185-272-000-000 285.24 B 23-250-20-00 446.42 446.42 446.42 4122024 04/11/2024 WEX BANK 96280736 MAR-APR 2024 VEHICLE FUEL CHEVRON 04/06/2024 272.00 28,189.50 708666 04/15/2024 AMERICAN FIDELITY ASSURANCE CO D708666 APR 2024 - EMPLOYEE CANCER & 04/01/2024 504.00 00419081 FEB 2024 PROFESSIONAL SERVICES FOR 09/29/2023 B 23-515-64-00 272.00 544.00 00419047 AUG 2023 PW PERMIT INSPECTION 09/29/2023 E 10-175-250-000-000 504.00 1,008.00 00419829 FEB 2024 PROFESSIONAL SERVICES FOR 03/15/2024 B 23-515-99-00 544.00 1,008.00 00418685 MAY 2023 PW SITE INSPECTIONS 06/19/2023 E 10-175-250-000-000 1,008.00 E 10-175-250-000-000 1,008.00 1,008.00 JAN 2023 PW SITE INSPECTIONS 02/24/2023 E 10-175-250-000-000 1,008.00 00418772 JUN 2023 PW PERMIT INSPECTION 07/28/2023 D.7.b Packet Pg. 82 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 DATE 04/04/2024 DATE 04/18/2024 ACH 1002616881 CONTRIBUTION PART 2 E 10-190-140-000-000 2,340.09 2,340.09 2,340.09 25,289.38 25,289.38 17501131 04/08/2024 CALPERS REPLACEMENT BENEFIT 100000017501131 2024 REPLACEMENT BENEFIT 04/04/2024 E 10-450-142-000-000 1,737.57 E 16-175-142-000-000 868.79 E 65-425-142-000-000 759.60 E 10-185-142-000-000 1,628.39 E 10-190-142-000-000 4,238.34 E 10-370-142-000-000 868.79 E 10-140-142-000-000 2,497.18 E 10-172-142-000-000 1,737.57 E 10-175-142-000-000 3,475.15 B 10-022-61-00 3,776.99 E 10-120-142-000-000 2,181.80 E 10-125-142-000-000 1,519.21 B 10-022-62-00 9,469.56 9,469.56 9,469.56 17487092 04/08/2024 CA PUB EMPLOYEES RETIRE SYSTEM 04012024 HPERS APR 2024 PERS HEALTH INSURANCE 04/01/2024 B 10-022-62-00 9,152.00 9,152.00 9,152.00 17482375 04/23/2024 PUBLIC EMPLOYEES RETIREMENT PAYDTE 04182024 PERSRETIREMENT CONTRIBUTIONS FOR PAY 04/18/2024 17454329 04/23/2024 PUBLIC EMPLOYEES RETIREMENT PAYDTE 04042024 PERSRETIREMENT CONTRIBUTIONS FOR PAY 04/04/2024 D.7.b Packet Pg. 83 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 #1002626911 #1002626945 CONFIGURATION FOR SINGLE RECEPTIONIST E 10-380-250-000-000 2,374.05 2,374.05 2,374.05 E 10-190-210-000-000 4,123.80 4,123.80 4,123.80 54003823 04/18/2024 ON SITE COMPUTING 54003823 PHONE SYSTEM SETUP AND 04/15/2024 E 26-605-238-000-000 67.98 15,267.06 15,267.06 54003822 04/18/2024 ON SITE COMPUTING 54003822 (2) NEW LAPTOPS FOR REMOTE WORK 04/15/2024 E 26-602-238-000-000 86.12 E 26-603-238-000-000 14.35 E 26-604-238-000-000 66.29 E 16-510-238-000-000 7,876.69 E 26-600-238-000-000 76.55 E 26-601-238-000-000 62.20 E 10-172-238-000-000 114.76 E 10-190-238-000-000 4,411.31 E 10-450-238-000-000 2,490.81 26244608 04/10/2024 SO CA EDISON COMPANY MAR 2024 EDISONMAR 2024 ENERGY USAGE 04/01/2024 B 10-022-63-00 1,860.00 B 10-022-64-00 147.93 2,007.93 2,007.93 17522620 04/23/2024 CALPERS 457 PLAN PAYDATE 04182024 457EFT PAYMENT CALPERS ACH CONFIRM 04/18/2024 B 10-022-63-00 1,860.00 B 10-022-64-00 147.93 2,007.93 2,007.93 17522597 04/23/2024 CALPERS 457 PLAN PAYDATE 04042024 457EFT PAYMENT CALPERS ACH CONFIRM 04/04/2024 D.7.b Packet Pg. 84 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 E 26-601-245-000-000 MTRLS & SUPPLIES 16.52 E 65-425-220-000-000 MTRLS & SUPPLIES 56.51 7,706.93 7,706.93 E 10-450-245-000-000 MTRLS & SUPPLIES 534.07 E 10-450-246-000-000 MTRLS & SUPPLIES 235.90 B 23-515-44-00 MTRLS & SUPPLIES 147.22 E 10-195-246-000-000 MTRLS & SUPPLIES 61.92 E 10-370-270-000-000 CONFERENCE 73.09 E 10-450-210-000-000 OFFICE SUPPLIES 8.61 E 10-190-220-000-000 MTRLS & SUPPLIES 216.79 E 10-195-219-000-000 MTRLS & SUPPLIES 84.04 E 10-195-245-000-000 MTRLS & SUPPLIES 487.90 E 10-185-268-000-000 TRAINING 690.74 E 10-190-210-000-000 OFFICE SUPPLIES 182.40 E 10-190-211-000-000 POSTAGE 87.70 E 10-175-272-000-000 VEHICLE MAINT 822.88 E 10-185-210-000-000 OFFICE SUPPLIES 74.07 E 10-185-218-000-000 MTRLS & SUPPLIES 178.35 E 10-175-235-000-000 COMMUNICATIONS 12.81 E 10-175-245-000-000 MTRLS & SUPPLIES 40.81 E 10-175-246-000-000 MTRLS & SUPPLIES 746.89 E 10-172-272-000-000 VEHICLE MAINT 24.00 E 10-175-210-000-000 OFFICE SUPPLIES 732.55 E 10-175-218-000-000 MTRLS & SUPPLIES 59.78 E 10-140-265-000-000 MEMBERSHIP/DUES 135.00 E 10-172-265-000-000 MEMBERSHIP/DUES 125.00 E 10-172-270-000-000 CONFERENCE 34.94 E 10-125-210-000-000 OFFICE SUPPLIES 342.86 E 10-125-270-000-000 CONFERENCE -175.10 E 10-140-210-000-000 OFFICE SUPPLIES 84.44 E 10-120-220-200-000 SPECIAL EVENT 9.99 E 10-120-235-000-000 ADVERTISING 10.76 E 10-120-270-000-000 CONFERENCE 595.78 E 10-110-270-000-000 CONFERENCE 376.70 E 10-120-210-000-000 OFFICE SUPPLIES 483.73 E 10-120-220-000-000 MTRLS & SUPPLIES 107.28 418208924 04/11/2024 US BANK MAR2024 CAL CARDMAR-APR 2024 CAL CARD CHARGES 04/08/2024 D.7.b Packet Pg. 85 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) Invoice #Inv. Date Amount Paid Check TotalCheck #Date Vendor Invoice Description Check Register CITY OF GRAND TERRACE As of 4/30/2024 Christine Clayton, Finance Director City of Grand Terrace Total Checks:531,849.45 IN ACCORDANCE WITH CALIFORNIA GOVERNMENT CODE SECTION 37202, I HEREBY CERTIFY THAT, TO THE BEST OF MY KNOWLEDGE, THE AFORE LISTED CHECKS FOR PAYMENT OF CITY LIABILITIES HAVE BEEN AUDITED BY ME AND ARE ACCURATE, NECESSARY AND APPROPRIATE EXPENDITURES FOR THE OPERATION OF THE CITY. I FURTHER CERTIFY, TO THE BEST OF MY KNOWLEDGE, THAT THE CITY HAS AVAILABLE FUNDS FOR PAYMENT THEREOF. D.7.b Packet Pg. 86 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) This page left intentionally blank. D.7.b Packet Pg. 87 At t a c h m e n t : A p r i l 2 0 2 4 C h e c k R e g i s t e r ( A p r - 2 0 2 4 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 $ 5 3 1 , 8 4 9 . 4 5 ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Approval of the May-2024 Check Register in the Amount of $2,230,016.49 PRESENTED BY: Christine Clayton, Finance Director RECOMMENDATION: Approve the Check Register No. 05312024 in the amount of $2,230,016.49 as submitted, for the month ending May 31, 2024. 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-2024 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-2024. 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 that do not have a budgetary impact. DISCUSSION: CHECK REGISTER A total of $2,230,016.49 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-2024. D.8 Packet Pg. 88 Payments larger than $10,000: Check No. Payee Description Amount 81216 ALESHIRE AND WYNDER LLP MAR 2024 LEGAL SERVICES $20,301.50 81220 COYNE POWERSPORTS POLARIS UTV – EMPG GRANT $20,498.39 81232 HARDY & HARPER INC FY2023-24 CIP PAVEMENT REHABILITATION, SIDEWALK AND RAMP REPLACEMENT $1,145,536.20 81250 MIKE ROQUET CONSTRUCTION INC REPAIRS DUE TO STORM DAMAGE ALONG VIVIENDA AVE $39,355.00 81259 SOILS SOUTHWEST INC INSPECTION FOR BARTON ROAD WASHOUT REMEDIATION $13,500.00 81272 WILLDAN MAR 2024 INTERIM CITY ENGINEER SVCS, TRAFFIC CONTROL PLAN FOR COMMUNITY DAY, INSPECTION SVCS FOR GOLDEN STAR $30,662.06 81282 GOVINVEST INC FY2024-25 PENSION, OPEB, AND COSTING MODULES LICENSE FEE $16,962.21 81295 SB COUNTY SHERIFF MAY 2024 LAW ENFORCEMENT SVCS AND FY2024-25 CAL-ID ASSESSMENT FEE $220,978.52 81303 TK CONSTRUCTION FY2023-24 BARTON RD SLOPE WASHOUT REPAIR $196,650.00 81306 WILLDAN MAR 2024 CIP/CONCRETE REHAB PROJECT INSPECTION, PLAN CHECK INSPECTIONS $24,748.00 81308 ALESHIRE AND WYNDER LLP APR 2024 LEGAL SERVICES $20,879.00 81314 CALIFORNIA JPIA FY2024-25 GENERAL LIAB., W/C AND PROPERTY INSURANCE $138,564.00 81329 LANCE SOLL & LUNGHARD LLP 2024 GOVERNMENT AUDIT – INTERIM PROGRESS $13,990.00 81344 UNITED CARPORTS LLC PURCHASE AND INSTALLATION OF CARPORT IN MAINTENANCE YARD $19,000.00 81345 WILLDAN APR 2024 CIP/CONCRETE INSPECTION SVCS, APR 2024 INTERIM CITY ENGINEER SVCS $39,230.50 15128154 SO CA EDISON COMPANY APR 2024 ENERGY USAGE $15,097.80 17514347 PUBLIC EMPLOYESS RETIRE RETIREMENT CONTRIBUTION FOR PAYDATE 05/16/2024 $11,322.19 17517832 CA PUB EMPLOYEES RETIRE SYSTEM APR 2024 PERS HEALTH INSURANCE $26,157.56 17547752 CA PUB EMPLOYEES RETIRE SYSTEM MAY 2024 PERS HEALTH INSURANCE $25,180.27 427440124 US BANK APR-MAY 2024 CAL CARD CHARGES $31,683.03 TOTAL PAYMENTS LARGER THAN $10,000 $2,070,296.23 PAYROLL Payroll costs for the month: D.8 Packet Pg. 89 Pay Per. Period Start Period End Pay Date Amount MAY-24 48 From 04/13/2024 to 04/26/2024 05/02/2024 $65,270.63 49 From 04/27/2024 to 05/10/2024 05/16/2024 $77,976.66 50 From 05/11/2024 to 05/24/2024 05/30/2024 $66,174.39 $209,421.68 FISCAL IMPACT: All disbursements (including payroll) were made in accordance with the approved budget for Fiscal Year 2023-24 in the amount of: Description Amount MAY-24 Check Register $2,230,016.49 Payroll $209,421.68 $2,439,438.17 APPROVALS: Christine Clayton Completed 06/20/2024 8:21 AM Finance Completed 06/20/2024 8:21 AM City Manager Completed 06/20/2024 1:26 PM City Council Pending 06/25/2024 6:00 PM D.8 Packet Pg. 90 AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Commitment of Fund Balance for Fiscal Year 2023 -2024 in Accordance with Governmental Accounting Standards Board Statement No. 54 and City Reserves Policy No. 3.06 PRESENTED BY: Christine Clayton, Finance Director RECOMMENDATION: Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, COMITTING FUND BALANCE FOR FISCAL YEAR 2023-24 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: D.9 Packet Pg. 91 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. D.9 Packet Pg. 92 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, 202 4: 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, 7-1-2022 $5,179,700 $58,724 ($3,590) ($2,276) $22,141 ($324) $1,026 $5,255,401 Actual Revenues (2022-23) $9,334,401 $21,378 $14,822 $2,463 $452 $3,758 ($352) $9,376,922 Actual Expense (2022-23) ($7,347,633) ($6,371) ($18,783) $0 $0 ($11,590) ($28,689) ($7,413,066) Fund balance, 6-30- 2023 $7,166,468 $73,731 ($7,551) $187 $22,593 ($8,156) ($28,015) $7,219,257 Estimated Revenues $8,406,348 $20,000 $26,212 $2,000 $0 $20,000 $0 $8,474,560 D.9 Packet Pg. 93 (2023-24) Estimated Expense (2023-24) ($8,383,243) ($20,000) ($26,212) ($2,000) $0 ($20,000) ($35,598) ($8,487,053) Excess Bond Proceeds – Fund 50 ($997,737) $0 $0 $0 $0 $0 $0 ($997,737) Sale of Fire Station Proceeds ($1,295,345) $0 $0 $0 $0 $0 $0 ($1,295,345) Fund balance, 6-30- 2024 $4,896,491 $73,731 ($7,551) $187 $22,593 ($8,156) ($63,613) $4,913,682 Operating Reserve (2 months of revenues) $1,401,059 $3,333 $4,369 $333 $0 $3,333 $0 $1,412,427 As stated earlier, the City uses its budgeted revenues to calculate the minimum fund requirements. The FY2023-24 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 (2023-24) $8,406,348 $20,000 $26,212 $2,000 $0 $20,000 $0 $8,474,560 Operating Reserve (2 months revenues) $1,401,059 $3,333 $4,369 $333 $0 $3,333 $0 $1,412,427 The formula for maintaining a reserve equal to two (2) months of operating revenues is: FY2023-24 Estimated revenues: $8,474,560 --------------- X 2 = $1,412,427 (16.7%) D.9 Packet Pg. 94 12 Staff is recommending that City Council adopt the attached resolution committing the General Fund’s fund balance for Fiscal Year 2023-24 in the following categories shown below: Table 3 City of Grand Terrace Fund Balance Designation: FY2023-24 Nonspendable: Prepaid Costs $0 Land Held for Resale $142,321 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 $1,057,737 Committed to: Committed to Contingencies (General Fund: #10) $1,412,427 Committed to Community Services • Community Benefits Fund: #61 $3,400 • Light Up Grand Terrace Fund: #62 $2,400 Committed to Equipment Replacement (Fixed Assets Fund:#70) $951,602 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 $1,199,795 Total Fund Balance, GENERAL FUND $4,913,682 D.9 Packet Pg. 95 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. ATTACHMENTS: • 2024-XX - Committing fund balance for FY2023-24 (DOCX) APPROVALS: Christine Clayton Completed 06/18/2024 10:40 AM Finance Completed 06/18/2024 10:40 AM City Manager Completed 06/18/2024 11:25 AM City Council Pending 06/25/2024 6:00 PM D.9 Packet Pg. 96 CC Reso No. 2024-XX Page 1 of 3 June 25, 2024 RESOLUTION NO. 2024-XX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, COMITTING FUND BALANCE FOR FISCAL YEAR 2023-24 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 2023-24 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 2023-2024 in accordance with Governmental Accounting Standards Board Statement 54 and City Reserves Policy No. 3.06: D.9.a Packet Pg. 97 At t a c h m e n t : 2 0 2 4 - 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 3 - 2 4 ( 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 ) CC Reso No. 2024-XX Page 2 of 3 June 25, 2024 City of Grand Terrace Fund Balance Designation: FY2023-24 Nonspendable: Prepaid Costs $0 Land Held for Resale $142,321 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 $1,057,737 Committed to: Committed to Contingencies $1,412,427 Committed to Community Services · Community Benefits Fund: #61 $3,400 · Light Up Grand Terrace Fund: #62 $2,400 Committed to Equipment Replacement (Fixed Assets Fund #70) $951,602 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 $1,199,795 Total Fund Balance, GENERAL FUND $4,913,682 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. D.9.a Packet Pg. 98 At t a c h m e n t : 2 0 2 4 - 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 3 - 2 4 ( 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 ) CC Reso No. 2024-XX Page 3 of 3 June 25, 2024 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 the City of Grand Terrace at a regular meeting held on the 25th day of June 2024. ______________________________ Bill Hussey Mayor ATTEST: __________________________________ Debra L. Thomas City Clerk APPROVED AS TO FORM: Adrian R. Guerra City Attorney D.9.a Packet Pg. 99 At t a c h m e n t : 2 0 2 4 - 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 3 - 2 4 ( 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 ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Approval of Annual Appropriations Limit for Fiscal Year 2024-25, Including Adoption of the Price Factor and Population Change Factor for the Appropriations Limit Calculation PRESENTED BY: Christine Clayton, Finance Director RECOMMENDATION: (1) Approve the selection of the Change in Per Capita Personal Income of 3.62% as the Price Factor for the Fiscal Year 2024-25 Appropriations Limit Calculation; and (2) Approve the selection of the Change in County of San Bernardino Population of 0.42% as the Population Change Factor for the Fiscal Year 2024-2025 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 2024-25, 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. D.10 Packet Pg. 100 • 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 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 2024-25 Appropriations Limit calculation: 1) Change in California per capita personal income (provided by California Department of Finance): 3.62% 2) Change in Grand Terrace assessed valuation from 2024 to 2025 due to the D.10 Packet Pg. 101 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’s per capita personal income has been used as the price factor for the FY 2024 -25 Appropriations Limit calculation. 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, the following are the population changes from 2024 to 2025: 1) Change in the City of Grand Terrace population: (-0.17%) 2) Change in San Bernardino County population: 0.42% 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 2024-25 Appropriations Limit calculation. Exhibit A provides the calculation of the FY 2024-25 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 2023-24 was $18,781,454. The recommended change factor, as allowed by Proposition 111 due to cost of living and population changes, is 1.0406. This results in an FY 2024 -25 Appropriations Limit of $19,543,981. The FY 2024-25 Proposed Budget contains appropriations subject to the Appropriations Limit of $6,464,976 which is $13,079,005 below the City’s legal limit. FISCAL IMPACT: There is no fiscal impact associated with the adoption of the FY 2024 -25 Appropriations Limit, as the City is safely within its legal appropriations limit for FY 2024-25. ATTACHMENTS: • 2024-XX - FY 2024-25 Appropriations Limit Resolution (DOCX) • Exhibit A- FY 2024-25 Appropriations Limit Calculation (PDF) • Exhibit B - Revenue Classification (PDF) • Exhibit C - DOF Price and Population Letter 2024 (PDF) D.10 Packet Pg. 102 APPROVALS: Christine Clayton Completed 06/18/2024 10:55 AM Finance Completed 06/18/2024 10:55 AM City Manager Completed 06/18/2024 11:26 AM City Council Pending 06/25/2024 6:00 PM D.10 Packet Pg. 103 CC Reso No. 2024-xx Page 1 of 2 June 25, 2024 RESOLUTION NO. 2024-XX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2024-25, 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 2024-25 on June 25, 2024 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 2024-25; 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 2024-25 is hereby established at $19,543,981 and the total annual appropriations subject to such limitation for Fiscal Year 2024-25 are determined to be $6,464,976 NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS: 1. That $19,543,981 is hereby established as the Appropriations Limit for the City of Grand Terrace for Fiscal Year 2024-25. D.10.a Packet Pg. 104 At t a c h m e n t : 2 0 2 4 - X X - F Y 2 0 2 4 - 2 5 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 ( G A N N L i m i t ) CC Reso No. 2024-xx Page 2 of 2 June 25, 2024 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). 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 the City of Grand Terrace at a regular meeting held on the 25th day of June 2024. ______________________________ Bill Hussey Mayor ATTEST: __________________________________ Debra L. Thomas City Clerk APPROVED AS TO FORM: Adrian R. Guerra City Attorney D.10.a Packet Pg. 105 At t a c h m e n t : 2 0 2 4 - X X - F Y 2 0 2 4 - 2 5 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 ( G A N N L i m i t ) APPROPRIATIONS SUBJECT TO THE LIMIT FY 2024-25 Total Revenue 10,425,540$ Less Non-Proceeds of Tax 3,960,564 A) Total Appropriations Subject to the Limit 6,464,976$ APPROPRIATIONS LIMIT B) FY 2023-24 Appropriations Limit 18,781,454 C) Change Factor**% Increase Factor Cost of Living Adjustment 3.62 1.0362 Population Adjustment 0.42 1.0042 Change Factor (1.0362 x 1.0042)1.0406 D) Increase (decrease) in Appropriations Limit 762,527$ E) FY 2024-25 Appropriations Limit (B x C)19,543,981$ REMAINING APPROPRIATIONS CAPACITY (E-A)13,079,005$ Remaining Capacity as Percent of the FY 2024-25 Appropriations Limit 66.92% *Revenues are based on FY 2024-25 Proposed Budget (all City funds excluding Successor Agency). ** State Department of Finance Percent of Change in California Per Capita Income Percent of Change in San Bernardino County Population EXHIBIT A CITY OF GRAND TERRACE APPROPRIATIONS (GANN) LIMIT CALCULATION FISCAL YEAR 2024-25 D.10.b Packet Pg. 106 At t a c h m e n t : E x h i b i t A - F Y 2 0 2 4 - 2 5 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 2024-25 BUDGETED BUDGETED PROCEEDS NON-PROCEEDS TOTAL REVENUE SOURCE OF TAX OF TAX REVENUE TAXES Property Tax (1)4,970,732$ 4,970,732$ Sales Tax (2) 1,360,000 1,360,000 Business License Tax 94,000 94,000 FEES Franchise Fees 675,000$ 675,000 Building Fees 207,000$ 207,000 Planning Fees 354,000$ 354,000 Other Permits/Fees 342,370$ 342,370 Intergovernmental 160,707$ 160,707 Use of Money & Property 346,009$ 346,009 Gas Tax/Highway User Fees 673,000$ 673,000 Measure "I" Transportation 330,000$ 330,000 SLESF (AB 3229 COPS)185,500$ 185,500 CDBG 90,000$ 90,000 Other 61,710$ 61,710 OPERATING BUDGET SUBTOTAL 6,424,732$ 3,425,296$ 9,850,028$ % of Total 65.23%34.77%100.00% Interest Allocation (3)40,244 21,456 61,700 CAPITAL PROJECT FUNDING Gas Tax/Measure "I"/Transfers 513,812 513,812 State Grants - - Bond Proceeds - - CAPITAL PROJECT SUBTOTAL -$ 513,812$ 513,812$ TOTAL 6,464,976$ 3,960,564$ 10,425,540$ Revenues are based on FY 2024-25 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 D.10.c Packet Pg. 107 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 ) April 30, 2024 Dear Fiscal Officer: Price Factor and Population Information Appropriations Limit California Revenue and Taxation Code section 2227 requires the Department of 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, 2024, in conjunction with a change in the cost of living, or price factor, to calculate their appropriations limit for fiscal year 2024-25. Attachment A provides the change in California’s per capita personal income and an example for utilizing the factors to calculate the 2024-25 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. 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, 2024. Please note: The prior year’s city population estimates may be revised. The per capita personal income change is based on historical data. If you have any questions regarding this data, please contact the Demographic Research Unit at (916) 323-4086. /s Richard Gillihan RICHARD GILLIHAN Chief Operating Officer Attachment D.10.d Packet Pg. 108 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 4 ( G A N N L i m i t ) May 2024 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 2024-25 appropriation limit is: Per Capita Personal Income Fiscal Year Percentage change (FY) over prior year 2024-25 3.62 B.Following is an example using sample population change and the change in California per capita personal income as growth factors in computing a 2024-25 appropriation limit. 2024-25: Per Capita Cost of Living Change = 3.62 percent Population Change = 0.17 percent Per Capita Cost of Living converted to a ratio: 3.62 + 100 = 1.0362 100 Population converted to a ratio: 0.17 + 100 = 1.0017 100 Calculation of factor for FY 2024-25: 1.0362 x 1.0017 = 1.0379 D.10.d Packet Pg. 109 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 4 ( G A N N L i m i t ) Fiscal Year 2024-25 Attachment B Annual Percent Change in Population Minus Exclusions* January 1, 2023 to January 1, 2024 and Total Population, January 1, 2024 Total County Percent Change ---Population Minus Exclusions ---Population City 23-24 1-1-23 1-1-24 1-1-24 San Bernardino Adelanto -0.80 36,422 36,131 36,131 Apple Valley -0.24 74,500 74,322 74,322 Barstow -0.34 24,124 24,043 24,669 Big Bear Lake 0.20 4,948 4,958 4,958 Chino 0.57 88,580 89,088 92,585 Chino Hills -0.17 76,547 76,414 76,414 Colton -0.12 52,841 52,778 52,778 Fontana 0.68 212,772 214,223 214,223 Grand Terrace -0.17 12,793 12,771 12,771 Hesperia 0.75 99,338 100,087 100,087 Highland 0.12 55,612 55,676 55,676 Loma Linda -0.02 24,923 24,919 24,965 Montclair -0.09 37,246 37,211 37,211 Needles -0.23 4,780 4,769 4,769 Ontario 0.93 179,555 181,224 181,224 Rancho Cucamonga 0.56 172,344 173,316 173,316 Redlands 1.28 71,776 72,696 72,696 Rialto 0.71 102,367 103,097 103,097 San Bernardino 0.39 224,316 225,188 226,541 Twentynine Palms -1.12 15,397 15,224 25,346 Upland 0.56 77,849 78,285 78,285 Victorville 0.96 132,537 133,805 138,202 Yucaipa 0.33 53,635 53,810 53,810 Yucca Valley 0.40 21,509 21,594 21,594 Unincorporated 0.02 286,864 286,926 295,763 County Total 0.42 2,143,575 2,152,555 2,181,433 *Exclusions include residents on federal military installations and group quarters residents in state mental institutions, state and federal correctional institutions and veteran homes. D.10.d Packet Pg. 110 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 4 ( G A N N L i m i t ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Adopt Resolution No. 2024-19 Adopting an Updated Records Retention Schedule Authorizing Destruction of Certain Records PRESENTED BY: Debra Thomas, City Clerk RECOMMENDATION: ADOPT RESOLUTION NO. 2024-19 OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING AN UPDATED RECORDS RETENTION SCHEDULE, AUTHORIZING DESTRUCTION OF CERTAIN RECORDS 2030 VISION STATEMENT: This staff report supports our Vision of an exceptionally well managed City and the following four Core Values: Open and Inclusive Government, Honesty and Integrity, Exceptional Customer Service, and a Positive and Productive Work Environment. BACKGROUND Grand Terrace selected Gladwell Governmental Services, Inc., an expert in local government records, to upgrade its Records Retention Schedule which has not been updated since March of 2015. An upgrade in the existing program was necessary to reduce current and future records storage costs, eliminate duplication of effort, increase efficiency and take advantage of current technology and changes in law. DISCUSSION The upgrade of the current records retention schedule is driven by many factors, including: • Very limited space in City facilities • Many departments are filing and storing copies of the same records • Grand Terrace produces and manages many permanent records • Escalating records storage expenses • Technology advancements • Changes in law The purpose of the program is to apply efficient and economical methods to the creation, utilization, maintenance, retention, preservation and disposal of all records managed by the City. D.11 Packet Pg. 111 The retention periods are in compliance with all laws and are standard business practice for California cities. The new retention schedules were written interactively with representatives from all departments participating in the project. They provide clear, specific records descriptions and retention periods, and apply current law and technology to the management of City records. By identifying which department is responsible for maintaining the original record, and by establishing clear retention periods for different categories of records, Grand Terrace will realize significant savings in labor costs, storage costs, free filing cabinet and office space, and realize operational efficiencies. It is standard business practice for California cities to authorize the routine destruction of records that have exceeded their adopted retention period, upon the request of the Department Head and with the consent in writing of the Department Head, City Clerk and City Attorney, which is provided in Section 3 of the resolution. This will reduce costs and improve efficiency for the City. It is also standard business practice for California cities to authorize updates to the schedule without further action of the City Council, which is provided in Section 4 . FISCAL IMPACT Grand Terrace will realize significant savings both in labor and storage expenses, including the avoidance of future storage and/or construction costs. ATTACHMENTS: • 2024-19 - Update Records Retention Schedule (PDF) APPROVALS: Debra Thomas Completed 06/18/2024 2:19 PM City Manager Completed 06/18/2024 4:56 PM City Council Pending 06/25/2024 6:00 PM D.11 Packet Pg. 112 CC Reso No. 2024-19 Page 1 of 2 June 25, 2024 RESOLUTION NO. 2024-19 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING AN UPDATED RECORDS RETENTION SCHEDULE, AUTHORIZING DESTRUCTION OF CERTAIN CITY RECORDS WHEREAS, the City of Grand Terrace City Council approved Resolution 88-21 on March 10, 1988, authorizing the destruction of certain City records as provided by Government Code Section 34090; and WHEREAS, the City of Grand Terrace City Council approved Resolution No. 93 - 15 amending Resolution No. 88-21 to include the financial records retention schedule ; and WHEREAS, the City of Grand Terrace City Council approved Resolution No. 2015- 04 rescinding Resolution Numbers 88-21 and 93-15 and adopted a records management policy and procedures, along with a records retention schedule for the retention and disposition of records; and WHEREAS, the maintenance of numerous records is expensive, slows document retrieval, and is not necessary after a certain period of time for the effective and efficient operation of the government of the City of Grand Terrace; and WHEREAS, Section 34090 of the Government Code of the State of California provides a procedure whereby any City record which has served its purpose and is no longer required may be destroyed; and NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GRAND TERRACE DOES RESOLVE AS FOLLOWS: Section 1. The City Council hereby rescinds Section 3 of Resolution No. 2015-04 pertaining to Records Retention Schedule only. Section 2. The Records Retention Schedule attached hereto as Exhibit “A” will replace the former Records Retention Schedule currently held in the City’s Records Management Program Policy and Procedure. Section 3. The records of the City of Grand Terrace, as set forth in the Records Retention Schedule Exhibit A, attached hereto and incorporated herein by this reference, are hereby authorized to be destroyed as provided by Section 34090 et seq. of the Government Code of the State of California and in accordance with the provision of said schedule upon the request of the Department Head and with the consent in writing of the Department Head, City Clerk and City Attorney, without further action by the City Council of the City of Grand Terrace. D.11.a Packet Pg. 113 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) CC Reso No. 2024-19 Page 2 of 2 June 25, 2024 Section 4. Updates are hereby authorized to be made to the Records Retention Schedule, without any further action by the City Council, with the consent of the Department Head, City Clerk, City Attorney and City Manager. Section 5. The term “records” as used herein shall include documents, instructions, books, microforms, electronic files, magnetic tape, optical media, or papers; as defined by the California Public Records Act. Section 6. The City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions. PASSED, APPROVED AND ADOPTED by the City Council of the City of Grand Terrace at a regular meeting held on the 25th day of June 2024. _____________________________ Bill Hussey Mayor ATTEST: __________________________________ Debra L. Thomas City Clerk APPROVED AS TO FORM: Adrian R. Guerra City Attorney D.11.a Packet Pg. 114 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) EXHIBIT "A" D.11.a Packet Pg. 115 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) HOW TO USE RETENTION SCHEDULES ©1995-2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission A legend explaining the information presented in the retention schedule; please read this for an explanation of every column. The specified retention period applies regardless of the media of the record: If a record is stored on paper and electronic format (a computer file on a hard drive), all electronic and paper records should be destroyed (or deleted / erased) after the specified period of time has elapsed and authorization to destroy has been obtained. Copies or duplicates of records should never be retained longer than the prescribed period for the official (original) record, and drafts and copies should be destroyed as soon as they are no longer required. The term “records” shall include documents, instructions, books, microforms, electronic files, magnetic tape, optical media, or papers as defined by the California Public Records Act. STRUCTURE: CITYWIDE, DEPARTMENTS & DIVISIONS The City-wide retention schedule includes those records all departments have in common (letters, memorandums, purchase orders, etc.). These records are NOT repeated in the Department retention schedule, unless that department is the Office of Record, and therefore responsible for maintaining the official (original) record for the prescribed length of time. Each department has a separate retention schedule that describes the records that are unique to their department, or for which they are the Office of Record. Where appropriate, the department retention schedules are organized by Division within that Department. If a record is not listed in your department retention schedule, refer to the City-wide retention schedule. An index will be provided for your reference. BENEFITS This retention schedule has been developed by Diane R. Gladwell, MMC, an expert in Municipal Government records, and will provide the City with the following benefits: •Reduce administrative expenses, expedite procedures •Free filing cabinet and office space •Reduce the cost of records storage •Eliminate duplication of effort within the City •Find records faster •Easier purging of file folders •Determine what media should be used to store records For questions, please contact the City Clerk. AUTHORIZATION TO DESTROY RECORDS: Destruction of an official (original) record that has exceeded its retention period must be authorized according to City Policies & Procedures prior to destroying it. •If there is a minimum retention (“Minimum 2 years"), destruction of the document must be authorized before it is destroyed, as it is an official (original) record. Copies, drafts, notes and non-records do NOT require authorization, and can be destroyed “When No Longer Required.” •If there is NOT a minimum retention ("When No Longer Required"), it does NOT need to be authorized prior to destruction, as it is a preliminary draft / transitory record or a copy. On every page of the schedules (near the top, just under the column headings) are important instructions, including instructions regarding holds on destroying records. “Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or resolution).” D.11.a Packet Pg. 116 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) RECORDS RETENTION SCHEDULE LEGEND ©1995 – 2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission OFR (Office of Record): The department that keeps the Official (original or “record copy”) record for its retention period, then authorizes destruction. Usually it is the department that originates the record. Records Description: The record series (a group of like records). Non-Record: Documents, studies, books and pamphlets produced by outside agencies, preliminary drafts not retained in the ordinary course of business. Retention/Disposition: Active: How long the file remains in the immediate office area (guideline) Inactive: How long the file is in off-site storage, stored on Optical Disk or Microforms (guideline) Total Retention: The total number of years the record is retained For file folders containing documents with different retention timeframes, use the document with the longest retention time. P = Permanent Indefinite = No fixed or specified retention period; used for databases, because the data fields are interrelated. Vital? = Those records that are needed for basic operations in the event of a disaster. Media Options (guideline) – the form of the record: Mag = Electronic Computer Magnetic Media (Hard drives, Networks, USB Drives, Cloud, etc.) Mfr = Microforms (aperture cards, microfilm, microfiche, or jackets) Ppr = Paper OD = Optical Disk, CD-r, DVD-r, WORM, or other media which does not allow changes Scan / Import (guideline): “S” indicates the record should be scanned into the document imaging system; “I” indicates the record should be electronically imported into the document imaging system; “M” indicates the record was microfilmed Destroy Paper after Imaged & QC’d (quality checked) / Trustworthy Electronic Record: “Yes” means the electronic record may serve as the OFFICIAL record (and the paper version may be destroyed, or the record may be electronically generated and never exist in paper format ;) IF (legal requirements) the electronic record is also placed on Unalterable Media, Immutable Cloud Media, Optical Disk (OD), DVD-R, CD-R, Blue-ray-R, or WORM, or microfilmed) which is stored in a safe & separate location. Employees are required to Quality Check (“QC’d”) both the images and the indexes, and ensure the electronic record contains all significant details from the original and be an adequate substitute for the original document for all purposes , and other legal mandates apply. Includes all electronic records which are to serve as the Official Record. Legend for legal citations (§: Section) B&P: Business & Professions Code (CA) CBC: California Building Code CC: Civil Code (CA) CCP: Code of Civil Procedure (CA) CCR: California Code of Regulations (CA) CFC: California Fire Code CFR: Code of Federal Regulations (US) EC: Elections Code (CA) EVC: Evidence Code (CA) FA: Food & Agriculture Code FC: Family Code (CA) FTB: Franchise Tax Board (CA) GC: Government Code (CA) H&S: Health & Safety Code (CA) HUD: Housing & Urban Develop. (US) LC: Labor Code (CA) Ops. Cal. Atty. Gen..: Attorney General Opinions (CA) PC: Penal Code (CA) PRC Public Resources Code R&T: Revenue & Taxation Code (CA) UFC: Uniform Fire Code USC: United States Code (US) VC: Vehicle Code (CA) W&I: Welfare & Institutions Code (CA) D.11.a Packet Pg. 117 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-1 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Lead Dept.CW-001 Accident / Incident Reports - MEMBERS OF THE PUBLIC Send a copy to Risk Management, who also retains employee injuries 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Lead Dept.CW-002 Affidavits of Publications / Affidavits of Posting Notices / Legal Advertising / Notices / Proofs of Publications / Public Hearing Notices 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Brown Act challenges must be filed within 30 or 90 days of action; Statute of Limitations on Municipal Government actions is 3 - 6 months; GC §§34090, 54960.1(c)(1) Lead Dept.CW-003 Agreements & Contracts: ADMINISTRATION (WITH Grant Funding) (Project Administration, Certified Payrolls, Project Schedules, RFP - Request for Proposal or Successful Proposal, etc.) Send all Original Agreements / Contracts, Amendments, and Insurance certificates to the City Clerk Completion + 10 years or After Funding Agency Audit, if required, whichever is longer Yes: Before Completion Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Some grant funding agencies require audits; Statute of Limitations for Errors & Omissions is 10 years; Statute of Limitations: Contracts & Spec's=4 years, Wrongful Death=comp. + 5 years, Developers=comp. + 10 years; CCP §337 et. seq., 2 CFR 200.334; 24 CFR 91.105(h), 92.505, & 570.502(b), 29 CFR 97.42; OMB Circular A-133GC §34090 Lead Dept.CW-004 Agreements & Contracts: ADMINISTRATION (WITHOUT Grant Funding) (Project Administration, Certified Payrolls, Project Schedules, RFP - Request for Proposal or Successful Proposal, etc.) Send all Original Agreements / Contracts, Amendments, and Insurance certificates to the City Clerk Completion + 10 years Yes: Before Completion Mag, Mfr, OD, Ppr S / I Yes: After QC & OD City preference; Covers E&O Statute of Limitations; Published Audit Standards=4- 7 years; Statute of Limitations: Contracts & Spec's=4 years, Wrongful Death=comp. + 5 years, Developers=comp. + 10 years; CCP §337 et. seq., GC §34090 CITY-WIDE (Used by All Departments) GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 118 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-2 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY-WIDE (Used by All Departments) Lead Dept.CW-005 Agreements & Contracts: Approved by Department Head ONLY City Clerk retains originals if approved by the City Manager or City Council Completion + 5 years Yes: Before Completion Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Statute of Limitations for Errors & Omissions not applicable; Some grant funding agencies require audits; Statute of Limitations: Contracts & Spec's=4 years, CCP §337 et. seq., GC §34090 Lead Dept.CW-006 Agreements & Contracts: Approved by Department Head ONLY UNSUCCESSFUL BIDS, PROPOSALS or RESPONSES to RFPs (Request for Proposals) and/or RFQs (Request for Qualifications) that don't result in a contract 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Finance / Purchasing retains the originals of Formal procurements; Includes unopened bids; GC §34090 n/a CW-007 Boards, Commissions, & Committees: External Organizations - Agendas, Minutes, Resolutions, or other documents (e.g. County Board of Supervisors) When No Longer Required Mag, Ppr Non-records City Clerk CW-008 Boards, Committees, Commissions, Advisory Bodies: Citizen Advisory Created by the City Council MINUTES Copies - When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Send all originals to the City Clerk; GC §34090.7 City Clerk CW-009 Boards, Committees, Commissions, Advisory Bodies: Citizen Advisory Created by the City Council AGENDAS & STAFF REPORTS Copies - When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Send all originals to the City Clerk; GC §34090.7 Staffing Dept.CW-010 Boards, Committees, Commissions, Advisory Bodies: Citizen Advisory Created by the City Council AUDIO RECORDINGS 30 days, or After Minutes are Approved, Whichever is Longer Mag Department preference; Audio Required for 30 days; GC §54953.5(b) GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 119 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-3 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY-WIDE (Used by All Departments) Staffing Dept.CW-011 Boards, Committees, Commissions, Advisory Bodies: Citizen Advisory Created by the City Council VIDEO RECORDINGS Minimum 4 years Mag Department preference; Audio Required for 30 days; GC §54953.5(b); video recordings of meetings are required for 90 days; GC §34090.7 Staffing Dept.CW-012 Committees: Employee Committees, Employee Staff Meetings / Department Staff Meetings AGENDAS and MINUTES 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Only Citizen Advisory Boards appointed by the City Council must retain minutes permanently (Council Subcommittees present their recommendations to the full Council); GC §34090 et seq. Staffing Dept.CW-013 Committees: Subcommittees of the City Council (Ad-Hoc or Standing Committees) AGENDAS and MINUTES 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD All final actions are made by the City Council and reflected in their records; GC §34090 Lead (Responding) Dept. CW-014 Complaints / Concerns from Citizens (Excludes Police Officers) Minimum 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD City preference; Claims must be filed in 6 months or 1 year; CCP §§338 et seq., 340 et seq., 342, GC §34090 Lead Dept.CW-015 Copies or duplicates of any record Copies - When No Longer Required Mag Ppr GC §34090.7 Dept. that Authors Document or Receives the City's Original Document CW-016 Correspondence - ROUTINE (Content relates in a SUBSTANTIVE way to the conduct of the public's business) (e.g. e-mail, Letters, Memorandums, Administrative, Chronological, General Files, Reading File, Working Files, etc.) IF the Content relates in a SUBSTANTIVE way to the conduct of the public's business 2 years Mag, Ppr ONLY IF the Content relates in a substantive way to the conduct of the public's business; City of San Jose v. Superior Court (Smith). S218066. Supreme Court of California, 2017; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 120 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-4 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY-WIDE (Used by All Departments) Dept. that Authors Document or Receives the City's Original Document CW-017 Correspondence - TRANSITORY / PRELIMINARY DRAFTS, Interagency and Intraagency Memoranda NOT retained in the ordinary course of business Content NOT Substantive, or NOT made or retained for the purpose of preserving the informational content for future reference (e.g. calendars, checklists, e-mail, social media posting, employee directories, flyers, invitations, instant messaging, inventories, logs, mailing lists, meeting room registrations, PowerPoint presentations, speaker cards, speech notes, staff videoconference chats, notes and recordings, supply inventories, telephone messages, text messages, transmittal letters, thank yous, requests from other cities, preliminary notices for construction projects, undeliverable envelopes / returned mail, visitors logs, voice mails, webpages, etc.) When No Longer Required Mag, Ppr Electronic and paper records are categorized, filed and retained based upon the CONTENT of the record. Records where either the Content relates in a substantive way to the conduct of the public's business, or ARE made or retained for the purpose of preserving the informational content for future reference are saved by placing them in an electronic or paper (project) file folder and retained for the applicable retention period. If not mentioned here, consult the City Attorney to determine if a record is considered transitory / preliminary draft. GC §§34090, 7927.500, 7928.705.; 64 Ops. Cal. Atty. Gen. 317 (1981)); City of San Jose vs. Superior Court, 5 Cal. 5th 608 (2017). Lead Dept.CW-018 Drafts & Notes: Drafts that are revised (retain final version) When No Longer Required Mag, Ppr As long as the drafts and notes are not retained in the "Regular Course of Business". Consult the City Attorney to determine if a record is considered a draft. GC §§34090, 7927.500, 7928.705 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 121 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-5 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY-WIDE (Used by All Departments) Lead Dept.CW-019 GIS Database / Data / Layers (both City-wide and Specialized) When No Longer Required Yes Mag The Lead Department should print out historical documents (or save source data) prior to replacing the data, if they require the data or output for historical purposes; Department Preference (Preliminary documents); GC §34090 et seq. Lead Dept.CW-020 Grant Applications funded by the City's General Fund 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Finance maintains payable information in Accounts Payable; GC §34090 Lead Dept.CW-021 Grants (UNSUCCESSFUL Applications, Correspondence)2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Lead Dept.CW-022 Grants / CDBG Administration (Community Development Block Grant) / Reimbursable Claims / FEMA Reimbursements / OES Reimbursements (SUCCESSFUL Reports, other records required to pass the funding agency's audit, if required) Applications (successful), grant agreement, copies of invoices, program rules, regulations & procedures, reports to grant funding agencies, correspondence, audit records, completion records After Funding Agency Audit, if required - Minimum 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Meets auditing standards; Grants covered by a Consolidated Action Plan are required for 5 years; Uniform Admin. Requirements for Grants to Local Governments is 3 years from expenditure report or final payment of grantee or subgrantee; 2 CFR 200.334; 24 CFR 91.105(h), 92.505, 570.490, & 570.502(a&b), 29 CFR 97.42; OMB Circular A-110 & A-133; GC §34090 Lead Dept.CW-023 Newspaper Clippings When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Non-records - may be obtained from the newspaper company; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 122 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-6 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY-WIDE (Used by All Departments) Human Resources CW-024 Personnel Files (Department Copies) Send all originals to Human Resources Send any copies to Human Resources upon Separation or Transfer Before Annual Evaluation Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Originals are retained by Human Resources; GC §34090.7 Lead Dept.CW-025 Personnel Files (Supervisor's Notes) Shred After Incorporation into Performance Evaluation or Documented Discipline Before Annual Evaluation Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Notes maintained in a separate folder to be incorporated into performance evaluation, or to document progressive discipline; GC §34090 et seq. Lead Dept.CW-026 Photographs When No Longer Required Mag, Ppr Preliminary Drafts (retention is placed on the final record in which the photograph is published in, if any); destroy unnecessary photographs. GC §§34090, 7927.500 Lead Dept. (Who Ordered the Appraisal) CW-027 Real Estate Appraisal Reports: Property NOT purchased, Loans not funded, etc.2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Not accessible to the public; GC §§34090, 7928.705 Lead Dept. (Who Ordered the Appraisal) CW-028 Real Estate Appraisal Reports: Purchased Property, Funded Loans Minimum 5 years Yes: Before Purchase Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Not accessible to the public until purchase has been completed; meets grant auditing requirements; 2 CFR 200.334; 24 CFR 91.105(h), & 570.502(b); 29 CFR 97.42, GC §34090 n/a CW-029 Reference Materials: Policies, Procedures, Brochures, Flyers, Manuals, Newsletters, etc.: Produced by OUTSIDE ORGANIZATIONS (League of California Cities, Chamber of Commerce, etc.) When No Longer Required Mag, Ppr Non-Records GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 123 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-7 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY-WIDE (Used by All Departments) Lead Dept.CW-030 Reference Materials: Policies, Procedures, Brochures, Flyers, Manuals, Newsletters, Administrative Policies, Strategic Plans, etc.: Produced by YOUR Department Minimum 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Lead Dept.CW-031 Reference Materials: Policies, Procedures, Brochures, Flyers, Manuals, Newsletters, Administrative Policies, Strategic Plans, etc.: Produced by OTHER Departments When Superseded Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Copies; GC §34090.7 Lead Dept.CW-032 Reports and Studies (Historically significant - e.g., Zoning Studies)P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Administratively and Historically significant, therefore retained permanently; GC §34090 Lead Dept.CW-033 Reports and Studies (other than Historically significant reports - e.g. Annual Reports)10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Information is outdated after 10 years; If historically significant, retain permanently; GC §34090 Lead Dept.CW-034 Special Projects / Subject Files / Issue Files Minimum 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq. Lead Dept.CW-035 Surveys / Questionnaires (that the City issues). If a summary of the data is compiled, the survey forms are considered a draft or transitory record, and can be destroyed as drafts (When No Longer Required) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 124 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-8 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY-WIDE (Used by All Departments) Lead Dept.CW-036 Training Presented by City Staff - COURSE RECORDS (Attendance Rosters, Outlines and Materials; includes Ethics, Harassment, & Safety Training & Tailgates) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Meets OSHA requirements; Ethics Training is 5 years; EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; State Law requires 4 years for personnel actions; 8 CCR §3203 et seq., 29 CFR 1627.3(b)(ii), LC §6429(c); GC §§12946, 12960, 34090, 53235.2(b), 53237.2(b) GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 125 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-1 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards . Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). City Clerk CC-001 Agenda Packets / Staff Reports: City Council / Boards and Commissions: Community Redevelopment Agency (CRA) / Successor Agency / Oversight Board, Historical & Cultural Activities Committee, Housing Authority, Advisory Committee, Parks & Recreation Advisory Committee, Planning Commission, Public Financing Authority, Site and Architectural Review Board Includes Appeals, Budgets, Annual Financial Reports (CAFR, ACFR) P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Clerk CC-002 Agreements & Contracts, Amendments - ALL Approved by the City Manager or City Council (INFRASTRUCTURE / CIPs, OR IF IMAGED IN LASERFICHE, JPAs, MOUs) Agreement or Contract includes all contractual obligations (e.g. Specifications and Successful Proposal or Scope of Work), insurance certificates Examples of Infrastructure: Architects, Buildings, bridges, covenants, development, environmental, Joint Powers, MOUs, park improvements, property & property restrictions, redevelopment, reservoirs, sewers, sidewalks, street & alley improvements, settlement, subdivisions, utilities, water, etc. P Yes: Before Completion Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; All infrastructure contracts should be permanent for emergency response; Statute of Limitations is 10 years for Errors & Omissions; 4 years for all contracts; CCP §§337. 337.1(a), 337.15, 343; GC §34090, Contractor has retention requirements in 48 CFR 4.703(a) CITY CLERK GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: D.11.a Packet Pg. 126 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-2 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards . Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY CLERK City Clerk CC-003 Agreements & Contracts, Amendments - ALL Approved by the City Manager or City Council (NON-INFRASTRUCTURE, Professional Services Agreements, Tenant / Lease Agreements - NOT IMAGED IN LASERFICHE) Agreement or Contract includes all contractual obligations (e.g. Specifications and Successful Proposal or Scope of Work), insurance certificates Examples of Non-Infrastructure: Consultants, Franchises, Landscaping, Painting, Slurry Seals (Paving), Tree Trimming, Leases, Personnel, Professional Services, etc. Completion + 10 years Yes: Before Completion Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Statute of Limitations is 10 years for Errors & Omissions; 4 years for all contracts; CCP §§337. 337.1(a), 337.15, 343; GC §34090, Contractor has retention requirements in 48 CFR 4.703(a) City Clerk CC-004 Board & Commission / Committee Applications (All, whether appointed or not)2 years Mag, Ppr Yes: After QC & OD GC §34090 City Clerk CC-005 Board & Commission / Committee Maddy Act Lists / Vacancy Notices 2 years Mag, Ppr Yes: After QC & OD GC §34090 City Clerk CC-006 City Articles of Incorporation P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Clerk CC-007 Claim for Damages Forms 2 years Mag, Ppr Yes: After QC & OD Risk Management handles Claim Files; GC §34090 City Clerk CC-008 FPPC Economic Interest Filings - Lobbyist Reporting (City or FPPC Form 635 / 602) - Lobbyist Authorization / Reporting 5 years Mag, Ppr 2 CCR 18615(f), GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: D.11.a Packet Pg. 127 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-3 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards . Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY CLERK City Clerk CC-009 FPPC Economic Interest Filings (FPPC 700 Series Forms - Statement of Economic Interests): ELECTRONICALLY FILED / DATABASE (NetFile) 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Statements filed electronically are required for 10 years; City maintains copies only; original statements are filed with FPPC; GC §81009(f)(g); GC §84615 City Clerk CC-010 FPPC Economic Interest Filings (FPPC 700 Series Forms - Statement of Economic Interests): DESIGNATED EMPLOYEES & CONSULTANTS (specified in the City's Conflict of Interest code) 7 years Mag, Mfr, OD, Ppr S / I Yes: After 2 years City maintains original statements; GC §81009(e)&(g) City Clerk CC-011 FPPC Economic Interest Filings (FPPC 700 Series Forms - Statement of Economic Interests): PUBLIC OFFICIALS (elected & not elected. Includes City Council Members, Planning Commission Members, City Manager, City Treasurer & City Attorney) 7 years Mag, Mfr, OD, Ppr S / I Yes: After 2 years Department preference; City maintains copies only; original statements are filed with FPPC; GC §81009(f)&(g) City Clerk CC-012 FPPC Economic Interest Filings (FPPC Form 635 / 602) - Lobbyist Authorization / Reporting 5 years Mag, Mfr, OD, Ppr S / I Yes: After 2 years 2 CCR 18615(f), GC §34090 City Clerk CC-013 FPPC Form 801 (Gift to Agency Report) 7 years Mag, Ppr S / I Yes: After 2 years Must post on website; GC §81009(e) City Clerk CC-014 FPPC Form 802 (Event Ticket / Pass Distributions Agency Report)7 years Mag, Ppr S / I Yes: After 2 years Should post on website for 4 years; GC §81009(e) City Clerk CC-015 FPPC Form 803 (Behested Payment Report)7 years Mag, Ppr S / I Yes: After 2 years GC §81009(e) City Clerk CC-016 FPPC Form 806 (Agency Report of Public Official Appointments)7 years Mag, Ppr S / I Yes: After 2 years Must post on website; 2 CCR 18705.5; 2 CCR 18702.5(b)(3); GC §34090; GC §81009(e) City Clerk CC-017 Campaign Disclosure Statements (FPPC 400 Series Forms, 501 Form): SUCCESSFUL CANDIDATES (Elected Officials) P Mag, Mfr, OD, Ppr S / I Yes: After 2 years Paper must be retained for at least 2 years; GC §81009(b)&(g) CITY CLERK ELECTIONS (CONSOLIDATED) GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: D.11.a Packet Pg. 128 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-4 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards . Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY CLERK City Clerk CC-018 Campaign Disclosure Statements (FPPC 400 Series Forms, 501 Form): UNSUCCESSFUL CANDIDATES - PRIOR TO ELECTRONIC FILING 5 years Mag, Mfr, OD, Ppr S / I Yes: After 2 years Paper must be retained for at least 2 years; GC §81009(b)&(g) City Clerk CC-019 Campaign Disclosure Statements (FPPC 400 Series Forms, 501 Form): UNSUCCESSFUL CANDIDATES, ELECTRONICALLY FILED (NetFile) - WITH or WITHOUT Committees 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC Campaign statements must be posted on the City’s website within 72 hours and remain on line for 4 years; Statements filed electronically are required for 10 years; GC §81009(b)&(g); GC §84615 City Clerk CC-020 Campaign Filings (FPPC 400 Series Forms): THOSE NOT REQUIRED TO FILE ORIGINAL WITH CITY CLERK (copies) 4 years Mag, Mfr, OD, Ppr S / I Yes: After 2 years Paper must be retained for at least 2 years; GC §81009(f)&(g) City Clerk CC-021 Campaign Filings (FPPC 400 Series Forms): OTHER COMMITTEES (PACS - not candidate-controlled) 7 years Mag, Mfr, OD, Ppr S / I Yes: After 2 years Paper must be retained for at least 2 years; GC §81009(c)&(g) City Clerk CC-022 Candidate File: Nomination Papers, Candidate Statement Forms, Ballot Designation Forms, etc. - SUCCESSFUL CANDIDATES Term of Office + 4 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; CA law states term of office and 4 years after the expiration of term and does not delineate between unsuccessful & successful candidates; EC §17100 City Clerk CC-023 Candidate File: Nomination Papers, Candidate Statement Forms, Ballot Designation Forms, etc. - UNSUCCESSFUL CANDIDATES Election + 4 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; CA law states term of office and 4 years after the expiration of term and does not delineate between unsuccessful & successful candidates; EC §17100 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: D.11.a Packet Pg. 129 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-5 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards . Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY CLERK City Clerk CC-024 Elections - GENERAL, WORKING or ADMINISTRATION Files (Correspondence, Applications to fill a Vacancy on the City Council, Precinct Maps, County Election Services, Candidate Statements to be printed in the Sample Ballot, Polling Locations and Precinct Board Members, Notices, Postings, etc.) Minimum 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 City Clerk CC-025 Elections - Petitions (Initiative, Recall or Referendum) - IF INSUFFICIENT Final Examination + 1 year after petition examination Ppr Not accessible to the public; The 8 month retention applies after election results, or final examination if no election, unless there is a legal or FPPC proceeding. EC §§17200(b)(3), 17400 City Clerk CC-026 Elections - Petitions (Initiative, Recall or Referendum) - IF SUFFICIENT Results + 8 months Ppr Not accessible to the public; The 8 month retention applies after election results, or final examination if no election, unless there is a legal or FPPC proceeding. EC §§17200(b)(3), 17400 City Clerk CC-027 Prop. 218 (Property-based fees) - Notice Mailing List, Protest Letters / Ballots, Tabulation 2 years Mag, Ppr GC §53753(e)(2) (End of Elections Section) City Clerk CC-028 Enterprise System Catalogue (Listing of Enterprise-wide Software, posted on line - SB 272) When Superseded Mag.GC §34090 et seq. City Clerk CC-029 Ethics Training Certificates for City Council, Boards and Commission, Employees / Staff 5 years Mag, Mfr, OD, Ppr S Yes: After QC & OD GC §§ 3105, 12946, 12960, 34090, 53235.2(b) GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: D.11.a Packet Pg. 130 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-6 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards . Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY CLERK City Clerk CC-030 Historical Records, Photographs, & Historical Projects (e.g. City Anniversaries, Incorporation, City Seal, Awards of significant historical interest, Grand Openings, etc.) P Mag, Mfr, OD, Ppr S / I Yes: After QC'd & OD City Clerk determines historical significance; records can address a variety of subjects and media. Some media (e.g. audio and video tape) may be limited because of the media's life expectancy; GC §34090 City Clerk CC-031 Insurance Certificates - Those that cannot be matched to a specific agreement or contract, and DOES NOT have a current agreement / contract with the City When No Longer Required Mag, Ppr Not a City record City Clerk CC-032 Insurance Certificates - Those that cannot be matched to a specific agreement or contract, and MAY have a current agreement / contract with the City 11 years Yes: Before Completion Mag, Mfr, OD, Ppr S Yes: After Inactive Longest Statute of Limitations is 10 years; Conforms with Agreement Retention (usually filed with agreement); CCP §337 et seq.; GC §34090 City Clerk CC-033 Legislative Advocacies, Support or Opposition to proposed Federal or State Legislation Minimum 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Clerk CC-034 Minutes: City Council / Boards and Commissions: Community Redevelopment Agency (CRA) / Successor Agency / Oversight Board, Historical & Cultural Activities Committee, Housing Authority, Advisory Committee, Parks & Recreation Advisory Committee, Planning Commission, Public Financing Authority, Site and Architectural Review Board P Mag, Mfr, OD, Ppr S / I No GC §34090(e) City Clerk CC-035 Oath of Office / Appointments: City Council, Board and Commission Members, Employees / Staff P Mag, Mfr, OD, Ppr S / I Yes: After QC'd & OD Department Preference; Statute of Limitations: Public official misconduct is discovery of offense + 4 years, GC §§36507, 34090; PC §§801.5, 803(c); 29 USC 1113 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: D.11.a Packet Pg. 131 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-7 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards . Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY CLERK City Clerk CC-036 Ordinances P Mag, Mfr, OD, Ppr S / I No GC §34090(e) City Clerk CC-037 Passport Transmittals 24 months Mag, Mfr, OD, Ppr S / I Yes: After QC & OD US Passport requirement to destroy forms monthly; GC §34090 City Clerk CC-038 Petitions (submitted to Council on any subject - Dog Parks, Parking, Traffic Calming, etc.) See Elections for Initiative, Recall or Referendum Petitions 1 year Mag, Ppr Law requires 1 year for petitions; GC §50115 City Clerk CC-039 Proclamations & Certificates 2 years Mag, Ppr GC §34090 City Clerk CC-040 Public Records Requests / Subpoenas Duces Tecum 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 City Clerk CC-041 Recorded Documents / Real Property: Deeds, Easements, Right of Ways, Abandonments / Vacation, Liens / Lien Releases P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090(a) City Clerk CC-042 Recordings: Audio or Video - City Council, Community Redevelopment Agency (CRA) / Successor Agency / Oversight Board, Historical & Cultural Activities Committee, Housing Authority, Parks & Recreation Advisory Committee, Public Financing Authority Minimum 4 years Mag Department preference; Audio Required for 30 days; GC §54953.5(b); video recordings of meetings are required for 90 days; GC §34090.7 City Clerk CC-043 Records Destruction Authorization Forms & Certifications (All Departments)10 years Mag, Mfr, OD, Ppr S / I Yes: After QC'd & OD Department preference; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: D.11.a Packet Pg. 132 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-8 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards . Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY CLERK City Clerk CC-044 Resolutions: City Council, Community Redevelopment Agency (CRA) / Successor Agency / Oversight Board, Housing Authority, Parks & Recreation Advisory Committee, Public Financing Authority P Mag, Mfr, OD, Ppr S / I No GC §34090(e) City Clerk CC-045 Vehicle Titles (Pink Slips)Sale or Disposal Ppr Given to Auction House / New Owner; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: D.11.a Packet Pg. 133 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: CITY MANAGER Page CM-1 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards . Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). CITY MANAGER City Manager CM-001 City Manager Weekly Reports 2 years Mag, Ppr GC §34090 City Manager CM-002 Negotiation Notes / Bargaining Unit Negotiation Notes 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq. City Manager CM-003 Project Files / Subject Files (Subject will change over time) Minimum 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq. GRAND TERRACE, CA. ©1995 - 2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 134 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-1 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion) FINANCE / ADMINISTRATION Finance / Lead Div.FIN-001 _Financial Services Database / ERP Database (Tyler) Indefinite - Minimum 5 years Yes Mag Data Fields / Records are interrelated; GC §34090 Finance / Admin.FIN-002 Audit Reports / Annual Comprehensive Financial Report (ACFR) and related Audit Opinions P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq. Finance / Admin.FIN-003 Audit Work Papers When No Longer Required Mag, Ppr Department Preference; preliminary drafts; GC §34090 Finance / Admin.FIN-004 Bonds & Bond Sales / Official Statements / Transcripts / Certificates of Participations (COPs) / General Obligation Bonds / Revenue Bonds / Assessment District Bonds / CFD Bonds - Includes Continuing Disclosure Reports See Bank Statements for statement retention. Fully Defeased + 10 years Yes: Until Maturity Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Statute of Limitations for bonds, mortgages, trust deeds, notes or debentures is 6 years; Bonds issued by local governments are 10 years; There are specific requirements for disposal of unused bonds; CCP §§336 et seq. 337.5(a); 26 CFR 1.6001-1(e): GC §43900 et seq. Finance / Admin.FIN-005 Budgets - Adopted / Final P Yes: Current Fiscal Year Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq. Finance / Admin.FIN-006 Budgets - Preliminary, Backup Documents Drafts - When No Longer Required Yes: Before Budget is Final Mag, Ppr Department Preference; GC §34090 Finance / Admin.FIN-007 Single Audits / Transportation Audits / PERS Audit, etc.5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (exceeds municipal government auditing standards); GC §34090 GRAND TERRACE, CA. ©1995 - 2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 135 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-2 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion) BUSINESS LICENSE Finance / Business License FIN-008 _Business License Database (HdL) Indefinite - Minimum 5 years Yes (all) Mag Department Preference - Data is interrelated; GC §34090, H&S §19850 Finance / Business License FIN-009 Business License Applications, Registrations and Renewals 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Meets auditing standards; GC §34090 et seq. FINANCE / GENERAL ACCOUNTING Finance / General Accounting FIN-010 1099's, 1096's, DE542 (California Report of Independent Contractors)5 years Mag, Ppr Department Preference; IRS: 4 years after tax is due or paid (longer for auditing & contractor delinquency); Ca. FTB: 3 years; IRS Reg §31.6001- 1(e)(2), R&T §19530, GC §34090; 29 USC 436 Finance / General Accounting FIN-011 Accounts Payable / Invoices and Backup (Includes Invoices, Purchase Orders & Requisitions, Travel Expense Reimbursements, Warrant Request, etc.) 5 years Yes: Until Paid Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; (meets municipal government auditing standards); GC §34090 Finance / Admin.FIN-012 Accounts Receivable / Revenue / Our Invoices to Outside Entities: Insurance Companies, Franchise Fees, DUI Billing, Transient Occupancy Tax (TOT), Auctions of Surplus Property, Credit Card Payment Receipts, Tenant Billing / Rent, etc. 5 years Yes: Until Paid Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; (meets municipal government auditing standards); GC §34090 Finance / General Accounting FIN-013 Bank Statements and Trustee Statements, Fiscal Agent Statements, Trustee Statements, Investment Account Statements, Pars Statements, Bank Reconciliations, Wire Transfers 5 years Mag, Ppr Department preference; GC §§34090, 26 CFR 31.6001-1 GRAND TERRACE, CA. ©1995 - 2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 136 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-3 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion) City Clerk FIN-014 Checks / Warrant Register Report (issued) Copies - When No Longer Requires Mag, Mfr, OD, Ppr S Yes: After QC & OD Department Preference; Meets auditing standards; GC §34090 Finance / General Accounting FIN-015 Checks / Warrants (Cashed or Returned / NSF)5 years Mag, Mfr, OD, Ppr S Yes: After QC & OD Department Preference; Meets auditing standards; GC §34090 Public Works Services / Utility Billing FIN-016 Daily Cash Summaries, Bank Deposits, Bank Transmittal Advice, Cashier's Reports 5 years Mag, Ppr Department preference; GC §§34090, 26 CFR 31.6001-1 Finance / General Accounting FIN-017 Escheat (Unclaimed money / uncashed checks)5 years Mag, Ppr Department preference; All tangible property held by government agencies escheats after 3 years; Statute of Limitations is 1 year for seized property; CCP §§340(d), 1519; GC §34090 Finance / General Accounting FIN-018 FEMA / OES Claims & Backup Support 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference to pass possible audit; GC §34090 Finance / General Accounting FIN-019 Fixed Assets - Annual Listing (Source Documents)5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Meets auditing standards; GC §34090 Finance / General Accounting FIN-020 Investments / Arbitrage / Bonds (Receipts / Advisor Reports / Trade Tickets / LAIF (Local Agency Investment Fund)) Maturity + 5 years Yes: Until Paid Mag, Ppr Department Preference; Meets auditing standards; FTC Reg's rely on "self- enforcement"; GC§§ 34090, 43900 Finance / General Accounting FIN-021 Journal Entries / Journal Vouchers / Budget Adjustments 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; meets municipal government auditing standards; Statute of Limitations is 4 years; GC §34090, CCP § 337 GRAND TERRACE, CA. ©1995 - 2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 137 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-4 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion) Finance / General Accounting FIN-022 Reports, Financial Reports Created from Financial Database: General Ledgers, Subsidiary Ledgers, Trial Balance, Reconciliations, Registers, Transaction Histories, Balance Sheets, etc. When No Longer Required Mag, Ppr Financial system can re-create reports accurately; GC §34090 Finance / General Accounting FIN-023 Reports: Annual State or Federal: State Controller's Report, Local Government Compensation Report, Gas Tax, MOE (Maintenance of Effort) Report, Fixed Charge Special Assessment Report, Public Self Insurer Report (SIP Report), Street Report, etc. 5 years Mag, Ppr Department Preference; Meets auditing standards; GC §34090 City Clerk FIN-024 Treasurer's Reports Copies - When No Longer Requires Mag, Ppr Presented to City Council; GC §34090.7 Finance / General Accounting FIN-025 W-9s Vendor Inactive + 5 years Mag, Ppr Meets IRS auditing standards; GC §34090 FINANCE / PAYROLL Finance / Lead Div.FIN-026 _Payroll Database / ERP Database (ADP) Indefinite - Minimum 5 years Yes Mag Data Fields / Records are interrelated; GC §34090 Finance / Payroll FIN-027 1095-C, 1094-C (Employer-Provided Health Insurance Offer and Coverage) & Transmittal Form) 5 years Mag, Ppr Department Preference; Instructions state "Generally, keep copies of information returns you filed with the IRS or have the ability to reconstruct the data for at least 3 years, from the due date of the returns"; GC §34090 GRAND TERRACE, CA. ©1995 - 2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 138 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-5 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion) Finance / Payroll FIN-028 CalPERS Reports, Annual Valuation Reports, Actuarial Valuation Reports, Annual Employer Statements 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Most recent records are stored on CalPERS website; Department Preference; Retained to match other auditing periods; GC §34090 Finance / Payroll FIN-029 Checks / Warrant Register Report - Payroll Only 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Finance / Payroll FIN-030 Checks / Warrants - Cancelled - Payroll Only 5 years Mag, Ppr Department Preference; GC §34090, 26 CFR 31.6001-1 Finance / Payroll FIN-031 DE-34 (California EDD Report of New Employees)5 years Mag, Ppr Department Preference; Instructions state "Generally, keep copies of information returns you filed with the IRS or have the ability to reconstruct the data for at least 3 years, from the due date of the returns"; GC §34090 Finance / Payroll FIN-032 DE-6, DE-7, DE-9 DE-43, W-3, & DE-166, 941 Forms, IRS 5500 Forms (Employee Benefit Plans), PERS / FICA & Medicare Adjustments - Quarterly Payroll Tax Returns / OASDI, Federal Tax Deposits, Adjustments, etc. 5 years Mag, Ppr Department Preference; IRS: 4 yrs after tax is due or paid; Ca. FTB: 3 years; IRS Reg §31.6001-1(e)(2), R&T §19530; 29CFR 516.5 - 516.6, 29USC 436, GC §34090 Finance / Payroll FIN-033 Deferred Compensation (City Statements) 5 years Mag, Ppr Produced by Deferred Comp. Provider; GC §304090, 26 CFR 31.6001.1 Finance / Payroll FIN-034 Payroll Reports (includes Leave Registers, time Transaction Reports), etc.5 years Mag, Ppr Department preference; (meets municipal government auditing standards); GC §34090 Finance / Payroll FIN-035 PERS Statements 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 GRAND TERRACE, CA. ©1995 - 2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 139 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-6 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion) Finance / Payroll FIN-036 Retiree Medical Enrollment / Retiree Billing / COBRA Billing (CalPERS)5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Meets municipal government auditing standards; GC §34090 Finance / Payroll FIN-037 Time Sheets / Time Cards / Overtime Sheets / Overtime Cards 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference to facilitate grant audits or claim reimbursements; Meets auditing standards (audit + 4 years); IRS requires 4 years; Ca. requires 2 yr min.; FTB keeps 3 years; IRS Reg §31.6001-1(e)(2), R&T §19530; LC § 1174(d); 29 CFR 516.5; GC §34090; 8 CCR 11040.7(c); 29 CFR 516.5 & 516.6(c); Finance / Payroll FIN-038 W-2's 5 years Mag, Ppr Department Preference; IRS: 4 yrs after tax is due or paid; Ca. FTB: 3 years; IRS Reg §31.6001-1(e)(2), R&T §19530; 29CFR 516.5 - 516.6, 29USC 436, GC §34090 GRAND TERRACE, CA. ©1995 - 2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 140 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page AS/HR-1 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). HUMAN RESOURCES Human Resources HR-001 Benefit Plan Documents (CalPERS, Dental, Vision, etc.) Duration of the Contract + 6 years Yes: For Duration of Contract Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Federal law requires 6 years after filing date for retirement; EEOC / ADEA (Age) requires 1 year after benefit plan termination; State Law requires 2 years after action; 29 CFR 1627.3(b)(2); 29 USC 1027; 11 CCR 560; 28 CCR 1300.85.1; GC §34090 Human Resources HR-002 California Civil Rights Department (CRD) / Department of Fair Employment & Housing (DFEH or EEOC) Claims / Harassment Claims Separation + 6 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference to match retention for personnel files; All State and Federal laws require retention until final disposition of formal complaint; State requires 2 years after "fully and finally disposed"; 2 CCR 11013(c); GC §§12946, 12960, 34090 Human Resources HR-003 Classification / Reorganization Studies (for employee classifications and department structures) Minimum 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference to cover Statute of Limitations; Bureau of National Affairs recommends 2 years for all supplementary Personnel records; 29 CFR 516.6, 29 CFR 1602.14, GC §§ 12960, 34090 Human Resources HR-004 Compensation Surveys & Studies Minimum 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference to cover Statute of Limitations; ; Bureau of National Affairs recommends 2 years for all supplementary Personnel records; Wage rate tables are 1 or 2 years; State requires 2 years; 29 CFR 516.6(2), 29 CFR 1602.14, GC §§ 12960, 34090 Human Resources HR-005 Contracts for Investigators / Employee Investigations Completion + 5 years Yes: Before Completion Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Statute of Limitations for contractual obligations is 4 years; CCP §§337. 337.1(a), 337.15, 343; GC §34090 GRAND TERRACE, CA. ©1995-20234 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 141 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page AS/HR-2 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Human Resources HR-006 Employee Investigations Separation + 6 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference to match retention for personnel files; statute of limitations for EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; State Law requires 2 -3 years; 29 CFR 1602.31 & 1627.3(b)(1), GC §§12946, 12960, 34090; Human Resources HR-007 Verifications of Employment, Child Support, etc. (From lenders or other outside companies) When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Non-records, content is not substantive; GC §34090 et seq. Human Resources HR-008 Grievances Separation + 6 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference to match retention for personnel files; statute of limitations for retirement benefits is 6 years from last action; EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; State Law requires 2 -3 years; 29 CFR 1602.31 & 1627.3(b)(1), GC §§ 3105, 12946, 12960, 34090; LC 1198.5; 26 CFR 31-6001-1; 53235.2(b); 53237.2(b) Human Resources HR-009 Harassment Prevention Training Certificates for Employees, City Council, Boards and Commissions 5 years Mag, Mfr, OD, Ppr S Yes: After QC & OD GC §§ 3105, 12946, 12960, 34090, 53237.2(b) Human Resources HR-010 I-9s Separation + 6 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Required for 1 year from termination or 3 years from hiring, whichever is later; EEOC / FLSA / ADEA (Age) requires 3 years for "any other forms of employment inquiry"; State Law requires 2 -3 years; 8 CFR 274a.2; 29 CFR 1627.3(b)(1); GC §§12946, 12960, 34090 GRAND TERRACE, CA. ©1995-20234 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 142 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page AS/HR-3 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). City Clerk HR-011 Job Descriptions / Job Classification / Job Specifications Copies - When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Originals are presented to the City Council for approval; GC §34090.7 Human Resources HR-012 Personnel Files - Employee File (Official Personnel File) Includes Application, Discipline, Evaluations, Policy Acknowledgements, Employee's Oath of Office / Oath for Disaster Worker, Harassment Prevention Training Certificates, PAF / Personnel Action Forms, W-4's, etc.) Separation + 6 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; statute of limitations for retirement benefits is 6 years from last action; EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; State Law requires 4 years; W-4s are required four years after the due date of such tax for the return period to which the records relate, or the date such tax is paid, whichever is the later. 26 CFR 31-6001-1; 29 CFR 1602.31 & 1627.3(b)(1), GC §§ 3105, 12946, 12960, 34090; 53237.2(b), LC 1198.5 Human Resources HR-013 Personnel Files - Medical File Pre-employment Medical Clearances, ADA Accommodations, Fit for Duty, etc. Separation + 30 years OR Termination of Benefits + 30 years, Whichever is Longer Yes: Until Separation Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Medical Files for all employees are required to be maintained at least the duration of employment plus thirty (30) years; Files maintained separately; Claims can be made for 30 years for toxic substance exposure; 8 CCR §3204(d)(1) et seq., 8 CCR 5144, 8 CCR 15400.2; 29 CFR 1910.1020(d)(1)(i), GC §§12946, 12960, 34090 GRAND TERRACE, CA. ©1995-20234 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 143 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page AS/HR-4 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Human Resources HR-014 Recruitment and Testing File / NeoGov Database Includes Advertisements, Applications for Unsuccessful Candidates, Interview Notes, Job Brochures, Test Data, Testing Analysis & statistical Metric, Job Analysis, Rating Sheets, Scantrons, Background Checks, etc. Hiring Decision + 4 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD State Law requires 4 years; EEOC / FLSA / ADEA (Age) requires 1-3 years; 29 CFR 1627.3(b)(1), 29 CFR 1602.14 et seq.2 CCR 11013(c); GC §§12946, 12960, 34090 Human Resources HR-015 Volunteer / Unpaid Intern Applications & Agreements - Unsuccessful or Pending Applicants 3 years Ppr Department Preference; EEOC / FLSA / ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; 29 CFR 1627.3(b)(i), 29 CFR 1602.14; GC §§ 12960, 34090; 29 USC 1113 Human Resources HR-016 Volunteer / Unpaid Intern Applications & Agreements (includes emergency contact information) - Successful Applicants Inactive / Separation + 3 years Mag, Mfr, OD, Ppr S Yes: 1 year Department Preference; EEOC / FLSA / ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; 29 CFR 1627.3(b)(i), 29 CFR 1602.14; GC §§ 12960, 34090; 29 USC 1113 Human Resources HR-017 Workers Compensation Claims / Long Term Disability Claims (Includes all Accident, Incident, or Injury Reports from Employees) Separation + 30 years OR Termination of Benefits + 30 years, Whichever is Longer Yes: Until Separation Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Claims can be made for 30 years for toxic substance exposure; 8 CCR §3204(d)(1) et seq., 8 CCR 5144, 8 CCR 15400.2; 29 CFR 1910.1020(d)(1)(i), GC §§12946, 12960, 34090 Human Resources HR-018 Workplace Violence – Hazard identification, evaluation, correction, incident logs, investigations, etc. 5 years Mag, Ppr LC §6401.9(f), GC §34090 GRAND TERRACE, CA. ©1995-20234 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 144 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page AS/HR-5 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). HUMAN RESOURCES / RISK MANAGEMENT Human Resources / Risk Management HR-019 Claim for Damages / Claims Against the City Final Resolution + 5 years Yes: Until Resolution Mag, Mfr, OD, Ppr S Yes: After QC & OD Department Preference; Meets municipal government auditing standards; Statute of Limitations is 4 years; CCP §§337 et seq., 343; GC §34090, Human Resources / Risk Management HR-020 Insurance Policies - General Liability, Workers Compensation P Yes: Until Paid Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Covers longest possible statute of limitations; CCP §337 et seq.; 8 CCR §3204(d)(1) et seq., 8 CCR 5144, 8 CCR 15400.2; 29 CFR 1910.1020(d)(1)(i); GC §§ 911.2, 34090 Human Resources / Risk Management HR-021 Insurance Policies - Property, Fire, Theft, etc. Expiration + 4 years Yes: Until Paid Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Covers statute of limitations for contracts; CCP §337 et seq.; GC §34090 Human Resources / Risk Management HR-022 OSHA Citations and Inspections 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD OSHA requires 5 years; State law requires 2 years; 8 CCR §3203(b)(1), OMB 1220- 0029; GC §34090; LC §6429c Human Resources / Risk Management HR-023 OSHA Logs - 200, 300, 301, 301A 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD OSHA requires 5 years; State law requires 2 years; 8 CCR 14300.33(a), 8 CCR §3203(b)(1), GC §34090.7; LC §6429c Human Resources / Risk Management HR-024 Property Damage Claims / Subrogation / Restitution 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Meets municipal government auditing standards; GC §34090 GRAND TERRACE, CA. ©1995-20234 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 145 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 2.0 RECORDS RETENTION SCHEDULE: INFORMATION TECHNOLOGY Page IT-1 Office of Record (OFR) Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Information Technology IT-001 Backups / Computer Backups / Disaster Recovery Computer Backups When No Longer Required Yes Mag. Used for Disaster Recovery Purposes Only; Considered a copy and can be destroyed when no longer required; GC §34090 et seq. Information Technology IT-002 UNALTERABLE MEDIA / IMMUTABLE CLOUD BACKUP / (WORM / DVD-r / CD-r / Blue Ray-R / Optical Disk) or other unalterable media that does not permit additions, deletions, or changes P OD For legal compliance for Trustworthy Electronic Records (when the electronic record serves as the official record); must be stored in a "safe and separate location"; GC 34090, 12168.7, EVC 1550, 2 CCR 22620 et seq. INFORMATION TECHNOLOGY GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 146 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.5 RECORDS RETENTION SCHEDULE: PLANNING & DEVELOPMENT (Building, Code Enforcement, Planning) Page PL-1 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). BUILDING & SAFETY Lead Div.P&B-001 _Permit Database (HdL, GovPilot)Indefinite (Perm)Yes (all)Mag Department Preference - Data is interrelated; GC §34090, H&S §19850 Planning & Development / Building & Safety P&B-002 Activity Reports / Building Activity Reports When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Preliminary drafts not retained in the ordinary course of business (Reports can be re-run from the database); GC §34090 Planning & Development / Building & Safety P&B-003 Address Files / Building Permit Applications Never Issued (Applicant Notified Ready for Issuance and never followed through) Upon Expiration Yes (6 months) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Preliminary drafts; Content does not relate in a substantive way to the conduct of the public's business; GC §34090, Planning & Development / Building & Safety P&B-004 Address Files / Building Permits P Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090, H&S §19850 Planning & Development / Building & Safety P&B-005 Building Plans - Finalled - INDUSTRIAL, COMMERCIAL, MULTI-FAMILY DWELLINGS, PLACES OF PUBLIC ACCOMMODATION, TENANT IMPROVEMENTS P Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Law requires for the life of the building for commercial and common interest dwellings only; CBC 104.7 & 107.5, H&S§19850, GC §34090 Planning & Development / Building & Safety P&B-006 Building Plans - Finalled - SINGLE FAMILY RESIDENTIAL - SFR and APPURTENANCES P Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; State law requires plans need not be filed for dwellings less than 2 stories, garages & appurtenances, farms/ranches, 1-story with bearing walls less than 25'; CBC requires 180 days from completion date; CBC 104.7 & 107.5, H&S§19850, GC §34090 Planning & Development / Building & Safety P&B-007 Building Plans - Cancelled or Withdrawn Upon Cancellation or withdrawal Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Preliminary drafts not retained in the ordinary course of business; CBC §104.7; H&S§19850, GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 147 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.5 RECORDS RETENTION SCHEDULE: PLANNING & DEVELOPMENT (Building, Code Enforcement, Planning) Page PL-2 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Planning & Development / Building & Safety P&B-008 Building Plans - Expired, construction started (or unknown)P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; CBC §104.7; H&S§19850, GC §34090 Planning & Development / Building & Safety P&B-009 Building Plans - Expired, never started construction. Upon Expiration Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; CBC §104.7; H&S§19850, GC §34090 Planning & Development / Building & Safety P&B-010 California Building Codes / Uniform Building Codes Minimum While Ordinance is in Force Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §50022.6 Planning & Development / Building & Safety P&B-011 Certificate of Occupancy (CofO)P Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Planning & Development / Building & Safety P&B-012 Copyright Release Forms / Requests & Permissions to Receive Copies of Plans (to and from Architects) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Planning & Development / Building & Safety P&B-013 Correction Notices - Building Minimum When Permit is Finalled Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (Preliminary Drafts); GC §34090 Planning & Development / Building & Safety P&B-014 Encroachment Permits: Temporary (Banner Permit, Block Park, Excavation, Street Closure Permits, Street Cuts, Street & Sidewalk Repair, Streetlight Repair, Traffic Control, Transportation Permits, Utility Cuts (Installation & Patching), etc.) Includes Insurance Certificates Expiration + 2 years Yes: Until Completion Mag, Ppr S / I Yes: After QC & OD GC § 34090 Planning & Development / Building & Safety P&B-015 Encroachment Permits: Temporary (Dirt Hauling, Excavation, Temporary Construction, Tree Removal, etc.) Includes Insurance Certificates Expiration + 2 years Yes: Until Completion Mag, Ppr S / I Yes: After QC & OD GC § 34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 148 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.5 RECORDS RETENTION SCHEDULE: PLANNING & DEVELOPMENT (Building, Code Enforcement, Planning) Page PL-3 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Planning & Development / Building & Safety P&B-016 Encroachment Permits: Permanent (Structures in the City's Right of Way, Retaining Walls, etc.) Includes Insurance Certificates P Yes: Until Completion Mag, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Planning & Development / Building & Safety P&B-017 Energy Calculations Minimum When Permit is Finalled Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (Preliminary Drafts); GC §34090 Planning & Development / Building & Safety & Public Works / Engineering P&B-018 Geotechnical and Soils Reports (all)P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Planning & Development / Building & Safety P&B-019 Grading Permits P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Planning & Development / Building & Safety P&B-020 Plan Check Comments Minimum When Permit is Issued Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department Preference (Preliminary Drafts); GC §34090 Planning & Development / Building & Safety P&B-021 Stop Work Notices Minimum When Permit is Issued Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department Preference (Preliminary Drafts); GC §34090 Planning & Development / Building & Safety P&B-022 Structural Calculations - (all) Minimum When Permit is Finalled Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (Preliminary Drafts); GC §34090 CODE ENFORCEMENT Lead Div.P&B-023 _Permit Database (GovPilot)Indefinite (Perm)Yes (all)Mag Department Preference - Data is interrelated; GC §34090, H&S §19850 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 149 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.5 RECORDS RETENTION SCHEDULE: PLANNING & DEVELOPMENT (Building, Code Enforcement, Planning) Page PL-4 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Planning & Development / Code Enforcement P&B-024 Code Enforcement / Abatement (may Include Citations, Notice of Violations, Photos, and Code Enforcement Complaint Letters) Minimum 2 years Yes: Until Resolution Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department preference; GC §34090 Planning & Development / Code Enforcement P&B-025 Hearing Officer Determinations / Appeals of Code Enforcement Actions Minimum 2 years Yes: Until Resolution Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department preference; GC §34090 PLANNING Lead Div.P&B-026 Permit Database Indefinite (Perm)Yes (all)Mag Department Preference - Data is interrelated; GC §34090, H&S §19850 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 150 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.5 RECORDS RETENTION SCHEDULE: PLANNING & DEVELOPMENT (Building, Code Enforcement, Planning) Page PL-5 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Planning & Development / Planning P&B-027 Planning Projects - Discretionary & Ministerial - Approved Permanent Entitlements & Permits (Includes Associated CEQA Noticing, Conditions of Approval, Environmental Determinations, Staff Reports, Plans, Soils Reports, Uniform Development Application, etc.) Examples: Conditional Use Permits (CUPs) Density Bonus Development Permit General Plan / General Plan Amendments Lot Line Adjustment Public Art Rezones Specific Plan Tentative Subdivision Maps / Parcels Maps Use Permits Variance Zoning Clearance Zoning Ordinance / Updates P Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Final environmental determinations are required to be kept a "reasonable period of time"; 14 CCR §15095(c); GC §34090, 34090.7 Planning & Development / Planning P&B-028 Advanced Planning / Long Range Planning / Project Implementation (Final Documents only)P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Planning & Development / Planning P&B-029 Aerial Photographs (Historical)P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 151 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.5 RECORDS RETENTION SCHEDULE: PLANNING & DEVELOPMENT (Building, Code Enforcement, Planning) Page PL-6 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Planning & Development / Planning P&B-030 Annexations / Boundaries / Consolidations / LAFCO P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Census Bureau P&B-031 Census, Demographics When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD (Non-Records - Census Bureau is OFR) Planning & Development / Planning P&B-032 Environmental Determinations / Permits: Environmental Impact Reports (EIRs), Negative Declarations, etc.) / CEQA - Where Planning is the Lead Correspondence and staff notes that provide insight into the project or the agency’s CEQA compliance with respect to the project Project Approval or Denial + 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Not all internal communications and notes are required to be saved; "E-mails that do not provide insight into the project or the agency’s CEQA compliance with respect to the project — are not within the scope of section 21167.6, subdivision (e) and need not be retained." Golden Door Properties, LLC v. Superior Court of San Diego County (2020) 53 Cal.App.5th 733; PRC 21167,6; GC §34090 Planning & Development / Planning P&B-033 Environmental Determinations / Plans: Environmental Impact Reports (EIRs), Negative Declarations, Notice of Exemption (NOE), etc.) / CEQA Inside City boundaries - Where Planning is the Lead P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Usually filed in the project file; Final environmental determinations are required to be kept a "reasonable period of time"; 14 CCR §15095(c); GC §34090 Planning & Development / Planning P&B-034 General Plan, Elements and Amendments / Master Plans, Specific Plans, Land Use Plans and Amendments; General Plan Interpretations, General Plan Conformity Determinations P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Planning & Development / Planning P&B-035 Historic Preservation / Historical Designations / Historical Landmarks P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 152 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.5 RECORDS RETENTION SCHEDULE: PLANNING & DEVELOPMENT (Building, Code Enforcement, Planning) Page PL-7 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Planning & Development / Planning P&B-036 Materials Boards When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Preliminary drafts not retained in the ordinary course of business; GC §34090 City Clerk P&B-037 Planning Commission / Site and Architectural Review Board AGENDAS & STAFF REPORTS Copies - When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Send all originals to the City Clerk; GC §34090.7 City Clerk P&B-038 Planning Commission / Site and Architectural Review Board MINUTES Copies - When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Send all originals to the City Clerk; GC §34090.7 Planning & Development / Planning P&B-039 Planning Commission / Site and Architectural Review Board RESOLUTIONS P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090(e) Planning & Development / Planning P&B-040 Planning Commission / Site and Architectural Review Board VIDEO RECORDINGS Minimum 4 years Mag Department preference; Video recordings of meetings are required for 90 days; GC §34090.7 Other Agencies P&B-041 Regional Planning When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD (Non-Records - County, State, or other agencies retain the originals) Planning & Development / Planning P&B-042 Temporary Permits (Approved & Unapproved) Fireworks Stands, Banner Permits, Temporary Sign Permits, Christmas Tree Lots, Pumpkin Lots, etc. Expiration + 2 years Yes: During Event Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Planning & Development / Code Enforcement P&B-043 Permits: Mobile Vending Vehicle, Sidewalk Vending, Special Promotion Permits, Temporary Banner Permit, etc. Expiration + 2 years Yes: Until Completion Mag, Ppr S / I Yes: After QC & OD GC § 34090 Planning & Development / Planning P&B-044 Zoning Clearance Forms / Zoning Verification Letters P Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 153 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3.5 RECORDS RETENTION SCHEDULE: PLANNING & DEVELOPMENT (Building, Code Enforcement, Planning) Page PL-8 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Planning & Development / Planning P&B-045 Zoning Maps (Historically Significant)P Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Planning & Development / Planning P&B-046 Zoning Ordinance Amendments / Zone Changes P Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (copies); GC §34090.7 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 154 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3,0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS (Engineering, Facilities, Maintenance, Storm Drain, NPDES) Page PW-1 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). PUBLIC WORKS / ENGINEERING City Clerk PW-001 Assessment Districts / Community Facilities Districts / Landscape Maintenance Districts / Special Districts: Engineers Reports Copies - When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Retained in City Council Agenda Packets; GC §34090.7 Public Works / Engineering PW-002 Assessment Districts / Community Facilities Districts / Landscape Maintenance Districts / Special Districts: Formation, Historically Significant Records P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works / Engineering PW-003 Benchmarks P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works / Engineering PW-004 Bonds: Labor & Materials, Performance Bonds, Letters of Credit, Encroachment Permits, Monitoring Bonds Release of Bond / Letter of Credit Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Security; GC §34090 Public Works / Engineering PW-005 Capital Improvement Projects (CIP) - where Engineering is the Lead: MAINTENANCE- ONLY PROJECTS (Painting, Slip Lining, Re- Roof, etc. - No change in Infrastructure Configuration) All Final Records (Plans, RFP / Specifications & Addenda, Successful Proposal, Change Orders, Notice of Completion, Photos, etc.) Completion + 5 years or After Funding Agency Audit, if required, whichever is longer Yes: Until Completed Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Statute of Limitations for Errors & Omissions not applicable; Some grant funding agencies require audits; Statute of Limitations: Contracts & Spec's=4 years, CCP §337 et. seq., GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 155 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3,0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS (Engineering, Facilities, Maintenance, Storm Drain, NPDES) Page PW-2 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Public Works / Engineering PW-006 Capital Improvement Projects (CIP) - where Engineering is the Lead: Administration File Project Administration, Certified Payrolls, Certificate of Compliance, Construction Manager's Logs, Correspondence, Costs, Estimates, Daily Inspections, Insurance Certificates, Preliminary Notices, Project Schedules, Public Relations, Meeting Agendas & Minutes, Monthly Reports, Notices, Real Estate Appraisals, RFIs / RFQs , Safety. SWPPP / WPCP, etc. Completion + 10 years or After Funding Agency Audit, if required, whichever is longer Yes: Until Completed Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Some grant funding agencies require audits; Statute of Limitations for Errors & Omissions is 10 years; Statute of Limitations: Contracts & Spec's=4 years, Wrongful Death=comp. + 5 years, Developers=comp. + 10 years; CCP §337 et. seq., GC §34090 Public Works / Engineering PW-007 Capital Improvement Projects (CIP) - where Engineering is the Lead: Permanent File Plans, RFP / Specifications & Addenda, Successful Proposal, Change Orders, EIRs, Negative Declarations, Categorical Exemptions, Materials Testing Reports, Grading Permits, Hazardous Materials, Notice of Completion, Photos, Record Drawings Soils Reports, Studies, Submittals, Surveys, etc. P Yes: Until Completed Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; retained for disaster preparedness purposes; Final environmental determinations are required to be kept a "reasonable period of time"; 14 CCR §15095(c); CCP §337 et. seq., GC §34090 City Clerk PW-008 Deeds, Easements, Right of Ways, Abandonments / Vacation, Liens / Lien Releases - Supporting Documents P Mag, Mfr, OD, Ppr S/I Yes: After QC & OD City Clerk retains final; GC §34090(a) Public Works / Engineering PW-009 Drawings - where Engineering is the Lead: Record Drawings, Maps, Large-Format Drawings, Survey Record Maps, "As-Built" P Yes (all) Mag, Mfr, OD, Ppr S / I No Drafts should be destroyed; GC §34090 Planning & Development / Building & Safety & Public Works / Engineering PW-009.5 Geotechnical and Soils Reports (all)P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 156 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3,0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS (Engineering, Facilities, Maintenance, Storm Drain, NPDES) Page PW-3 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). City Clerk PW-010 Parks & Recreation Advisory Committee AGENDAS & STAFF REPORTS Copies - When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Send all originals to the City Clerk; GC §34090.7 City Clerk PW-011 Parks & Recreation Advisory Committee MINUTES Copies - When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Send all originals to the City Clerk; GC §34090.7 Public Works / Engineering PW-012 Private Development: Administrative Records Construction Inspections, Photos, Progress Meetings, Project Schedules, etc. Completion + 10 years Yes: Until Completed Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Statute of Limitations is 4 years; 10 years for Errors & Omissions; land records are permanent by law; CCP §§337. 337.1(a), 337.15, 343; GC §34090 Public Works / Engineering PW-013 Private Development: Permanent Records Abandonments, Certificate of Acceptance / Approval (copy), Dedications, Deeds (copies) Drainage, Driveway, Easements (copies), Geotechnical and Soil Reports / Hydrology Reports, Private Lab Verifications, Testing Lab Final Reports, Rights of Way (copies), Studies, Reports, etc. P Yes: Until Completed Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department preference; retained for disaster preparedness purposes; Final environmental determinations are required to be kept a "reasonable period of time"; 14 CCR §15095(c); CCP §337 et. seq., GC §34090 Public Works / Engineering PW-014 Subdivision Maps / Parcel Maps P Yes (all) Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works / Engineering PW-015 Surveys, Record of Survey P Yes (all) Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works / Engineering PW-016 Traffic Calming Requests (Speed Humps, Red Curbs, Stop Signs, etc.)10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 157 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3,0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS (Engineering, Facilities, Maintenance, Storm Drain, NPDES) Page PW-4 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Police or State of California PW-017 Traffic Collision Reports / SWTRS (Shred - contains private / personal information) Copies - When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Copies or Not City Records; GC §34090.7 Public Works / Engineering PW-018 Traffic Counts / Traffic Studies 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works / Engineering PW-019 Traffic Speed Surveys (certified by City Council Resolution)10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works / Engineering PW-020 Traffic Stop Sign Warrants 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works / Engineering PW-020.5 Transportation Permits / Wide Load Permits, Heavy Load Permits, etc. Expiration + 2 years Yes: Until Expiration Mag, Ppr S / I Yes: After QC & OD GC § 34090 Public Works / Engineering PW-021 Transportation Plans / Master Plans P Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 PUBLIC WORKS / FACILITIES & MAINTENANCE & STORM DRAINS Public Works / Lead Div.PW-022 AQMD Permits - for Generators, etc.Issue Date + 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD 40 CFR 70.6; GC §34090 Public Works / Facilities & Maintenance PW-023 Fleet - Vehicle & Equipment History Files Maintenance, Brakes, Smog Certificates, etc. Disposal of Vehicle or Equipment + 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; If a motor carrier, required for 18 months after vehicle is sold; CHP requires life of vehicle; OSHA requires 1 year; 8 CCR § 3203(b)(1); 49 CFR 396.21(b)(1); 49 CFR 396.3; CCP §337 et. seq., 3 CCR 1234(f); GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 158 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3,0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS (Engineering, Facilities, Maintenance, Storm Drain, NPDES) Page PW-5 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Public Works / Lead Div.PW-024 Generator Operation Logs & Inspections 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD AQMD Rule 1470; Form 400–E–13a instructions; GC §34090 Public Works / Facilities & Maintenance PW-025 Herbicide or Pesticide Application Forms 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (agricultural pesticide records are required for 2 years); GC §34090; 3 CCR 6623 Public Works / Lead Div.PW-026 Operations & Maintenance Manuals (O&M Manuals) Life of Facility or Equipment Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et. seq. Public Works / Facilities & Maintenance PW-027 Pressure Vessel Certifications or Permits (Air Compressors, Propane, etc.) Expiration of Certificate or Permit Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et. seq. Public Works / Facilities & Maintenance PW-028 Safety Data Sheet (SDS) / Material Safety Data Sheet (MSDS) / Chemical Use Report Form (or records of the chemical / substance / agent, where & when it was used) 30 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Previous SDS / MSDS may be obtained from a service; SDS / MSDS may be destroyed as long as a record of the chemical / substance / agent, where & when it was used is maintained for 30 years; Applies to qualified employers; Claims can be made for 30 years for toxic substance exposures; 8 CCR 3204(d)(1)(B)(2 and 3), 29 CFR 1910.1020(d)(1)(i), GC §34090 Public Works / Facilities & Maintenance PW-029 Sewer - CCTV Videos of Sewer Lines Minimum 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 159 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3,0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS (Engineering, Facilities, Maintenance, Storm Drain, NPDES) Page PW-6 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Public Works / Facilities & Maintenance PW-030 Solid Waste Recycling / AB 939 Compliance / SB 1383 Compliance (Organic Waste Collection and Recycling) . CalRecycle Annual Waste Diversion Report / Measure D annual report / Form 303 report (HHW report) / CalREcycle Used Oil report / CalREcycle Bottles & Cans report, etc. 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; required for 5 years; Low-Carbon Fuel Standard regulations credits can be received for 10 years, and are eligible for an extension; 14 CCR § 18995.2; H&S §39730.7; GC §34090 Public Works / Facilities & Maintenance PW-031 Solid Waste Tonnage Reports / Statistics 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works / Facilities & Maintenance PW-032 Storm Drain System Maintenance (Slip Lining, etc.)5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works / Facilities & Maintenance PW-033 Streets - Sidewalk Maintenance, Grinding, Asphalt Ramping (Logs and Forms)5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works / Facilities & Maintenance PW-034 Tree DATABASE (West Coast Arborists) Indefinite - Minimum 5 years Mag Data is interrelated; GC §34090 Public Works / Facilities & Maintenance PW-035 Tree Maintenance, Trimming, Arborists Reports (ALL City-owned trees)5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works / Lead Div.PW-036 Underground Service Alerts (USA's) / Dig Alerts 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (the Regional Notification Center has the obligation to retain the notice for 3 years); GC §§4216.2(f) & 4216.3(e), 34090 Public Works / Facilities & Maintenance PW-037 Video Recordings - Building Security, Regular and Ongoing Operations (Employees Performing Work, Cashiering, Building Security, etc.) 1 year Mag Records regular and ongoing operations; GC §34090.6 et seq, GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 160 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3,0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS (Engineering, Facilities, Maintenance, Storm Drain, NPDES) Page PW-7 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Public Works / Facilities & Maintenance PW-038 Video Recordings - Public Areas / Public Activity When No Longer Required Mag Does not record regular and ongoing operations; GC §34090.6 et seq, Division Providing Service / Work PW-039 Work Orders / Service Requests / Service Orders - CRM / CMMS DATABASE (Computerized Maintenance Management System) Indefinite - Minimum 5 years Mag Data is interrelated; GC §34090 Division Providing Service / Work PW-040 Work Orders / Service Requests / Service Orders - All Information Entered in CRM / CMMS Database (Paper drafts) When No Longer Required Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Preliminary drafts (the database is the original); GC §34090 Division Providing Service / Work PW-041 Work Orders / Service Requests / Service Orders - NOT entered in CRM / CMMS Database (or partial information entered into CMMS Database) (Division providing service retains originals; Division requesting service is considered a copy) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD City Preference; CCP §§338 et seq., 340 et seq., 342, GC §34090 PUBLIC WORKS / NPDES Public Works / NPDES PW-042 Stormwater Illicit Discharges 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Required for a minimum of 3 years; 40 CFR 122.41(j)(2); SWRCB Order 2006- 03; 40 CFR §§122.21, 122.41, 122.44; GC §34090 Public Works / NPDES PW-043 Stormwater Inspections (Business Inspections, O&M related inspections, and Development Inspections) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Federal mandate is 3 years; SWRCB Order 2006-03; 40 CFR §§122.21, 122.41, 122.44; GC §34090 Public Works / NPDES PW-044 Stormwater: NPDES Annual Reports 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Federal mandate is 3 years; SWRCB Order 2006-03; 40 CFR §§122.21, 122.41, 122.44; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 161 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 3,0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS (Engineering, Facilities, Maintenance, Storm Drain, NPDES) Page PW-8 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Public Works / NPDES PW-045 Stormwater: NPDES Permits / MS-4 Permits Expiration + 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Federal mandate is 3 years; SWRCB Order 2006-03; 40 CFR §§122.21, 122.41, 122.44; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 162 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 4.0 RECORDS RETENTION SCHEDULE: SENIOR TRANSPORTATION PROGRAM Page ST-1 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). SENIOR TRANSPORTATION PROGRAM Senior Transportation Program ST-001 Funding & Grants: FTA, Others: Equipment (Buses, Vehicles) and Real Property Equipment is defined as "useful life of more than one year and an acquisition cost which equals or exceeds the lesser of the capitalization level established by the governmental unit for financial statement purposes, or $5,000. Includes rolling stock and all other such property used in the provision of public transit service Includes all records, including application, administration, reports, audits, etc. Disposition / Sale + 5 years Mag, Mfr, OD, Ppr FTA Retention for Equipment Records. "The three year retention period for the equipment records starts from the date of the equipment’s disposition or replacement or transfer"; Equipment is defined as "useful life of more than one year and an acquisition cost which equals or exceeds the lesser of the capitalization level established by the governmental unit for financial statement purposes, or $5,000. Includes rolling stock and all other such property used in the provision of public transit service".5 years meets auditing standards and federal requirements; FTA - Ciricular 5010.1E, III(7); OMB Circular A-110 & A-133; GC §34090 Senior Transportation Program ST-002 Funding & Grants: FTA, Others: Excluding Equipment (Buses, Vehicles) and Real Property Includes all records, including application, administration, reports, audits, etc. Close (Final Expenditure Report) + 5 years Mag, Mfr, OD, Ppr FTA Retention for other Records; 5 years meets auditing standards and federal requirements; FTA - Ciricular 5010.1E III(7); OMB Circular A-110 & A-133; GC §34090 Senior Transportation Program ST-003 Incident reports 2 years Mag, Mfr, OD, Ppr Yes: After QC & OD GC § 34090 Senior Transportation Program ST-004 Monthly Reports: Ridership Data, Daily Reports, Demand-Response / Dial-a-Ride / Fixed Route, etc. 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Consistent with Fare & Passenger Counts, Accounts Receivable and Cash Receipts; GC §34090 GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 163 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) Ver. 4.0 RECORDS RETENTION SCHEDULE: SENIOR TRANSPORTATION PROGRAM Page ST-2 Office of Record (OFR)Retention No.Records Description Total Retention Vital?Media Options Image: I=Import M=Mfr S=Scan Destroy Paper after Imaged & QC'd? Comments / Reference If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion). Senior Transportation Program ST-005 Route Sheets 2 years Mag, Ppr GC §34090 Senior Transportation Program ST-006 Time Punches (Hours Driven, Audited by CHP)2 years Mag, Ppr GC §34090 Senior Transportation Program ST-007 Vehicle Inspections or Audits by the CHP 5 years Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Consistent with CHP requirements; OSHA requires 1 year; 8 Ca. Code Reg. § 3203(b)(1); GC § 34090 Senior Transportation Program ST-008 Vehicle Pre-Trip Inspections / Vehicle Safety Checks / Daily Vehicle Inspections / Daily Equipment Checks 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090; 13 CCR 1234(c) GRAND TERRACE, CA. ©1995-2024 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: D.11.a Packet Pg. 164 At t a c h m e n t : 2 0 2 4 - 1 9 - U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ( U p d a t e R e c o r d s R e t e n t i o n S c h e d u l e ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Authorize Purchase Order for Procurement of Animal Control Vehicle and Safety Equipment PRESENTED BY: Judith Garcia, Management Analyst RECOMMENDATION: Authorize City Manager to execute a purchase order and all necessary sales documentation to procure Ford Truck from Ken Grody Ford Redlands Dealer and Animal Containment Equipment from Deerskin Manufacturing Inc. 2030 VISION STATEMENT: This staff report supports Goal #2 "Maintain Public Safety" by investing in Critical Improvements to Infrastructure. BACKGROUND: The City's Code Enforcement/Animal Control Department currently operates a 2018 Ford Transit XL to facilitate the transportation of animals and staff for various purposes, including rescue, relocation, and enforcement activities. The current Animal Control Vehicle does not meet the necessary standards for the safe and humane transportation of animals due to the lack of proper ventilation, which poses risks to both the animals and the driver. Given the importance of ensuring the welfare of animals and the safety of personnel, it is imperative that we address this issue promptly by procuring a new vehicle and installing the proper equipment to meet the required standards for safe and humane transportation. DISCUSSION: The 2024 Ford F-250 was selected as the most suitable option to meet the needs of the Animal Control Department. The Ford truck was chosen to match existing City fleet vehicles, thereby easing maintenance and service. The Ford F-250 will replace the current animal control vehicle, allowing the existing vehicle to be used exclusively for code enforcement activities. The vehicle quotes received were as follows: Quote # 1- $ 54,158.52 from Ken Grody Ford Redlands Quote # 2- $ 54,966.11 from Fritts Ford Quote # 3- $ 57,912.72 from Sunrise Ford Additional safety and operational features to meet the required standards for safe and D.12 Packet Pg. 165 humane transportation will include the installation of a slide-in unit with six insulated compartments, equipped with air conditioning, interior LED lights, and a secondary safety door with a catch pole cutout. The quotes acquired for the safety equipment and its installation were the following: Quote # 1- $20,613 from Deerskin Manufacturing Inc. Quote # 2- $23,105 from Jackson Creek Manufacturing, Inc. Quote # 3- $26,068 from Dana Safety Supply. Staff is recommending that Council authorize the expenditure of $80,000 from the General Fund and authorize the City Manager to execute a purchase order and all necessary documentation for the purchase of a 2024 Ford F -250 from Ken Grody Ford Redlands and installation of the animal containment equipment from Deerskin Manufacturing Inc. and a contingency of $5,228.48. The mid-year budget adjustment allocated $100,000.00 for the purchase of this vehicle and equipment . The expenditure is well within budget. FISCAL IMPACT: This purchase will have an impact on the General Fund. The expenditure of $80,000.00 for the purchase of a Ford F250 Pickup truck and animal containment equipment will be expended from the Code Enforcement account 10 -185-272-000. ATTACHMENTS: • Ken Grody Ford Redlands Proposal # R240772 (PDF) • Deerskin Manufacturing Inc. (PDF) APPROVALS: Judith Garcia Completed 05/21/2024 5:06 PM Finance Completed 06/17/2024 12:24 PM City Manager Completed 06/17/2024 2:33 PM City Council Pending 06/25/2024 6:00 PM D.12 Packet Pg. 166 4/10/2024 City of Grand Terrace 22785 Barton Road Grand Terrace, CA 92313 Purchase Order #Prepared By: Date:Date: VEHICLE BUY Vehicle MSRP 51,355.00 GPC Incentive (600.00) Ken Grody Ford Discount (500.00) Phillip Ernst April 10, 2024 One Pay Amount $54,158.52 Term 1 Total Funding Amount 54,158.52 Sales Tax 7.75%3,894.77 Tire Fee 8.75 Proposal #R240772 Proposal Invoice Date:Ken Grody Ford Redlands Company:1121 W. Colton Avenue Redlands, CA 92374 (949) 769-1234 Color Year Model Vin # Phillip.Ernst@KenGrodyFord.com Oxford White 2024 2024 Ford Crew Cab F250 Pickup 1FT7W2AA7RED47034 Fin Code Customer Lienholder City of Grand Terrace none Register to:Bill to: City of Grand Terrace City of Grand Terrace 22785 Barton Road 22785 Barton Road Grand Terrace, CA 92313 Grand Terrace, CA 92313 Grand Terrace, CA 92313 Ruben 1st Lien holder:Driver & Garage Address: None 22785 Barton Road D.12.a Packet Pg. 167 At t a c h m e n t : K e n G r o d y F o r d R e d l a n d s P r o p o s a l # R 2 4 0 7 7 2 ( P r o c u r e m e n t o f A n i m a l C o n t r o l V e h i c l e a n d S a f e t y E q u i p m e n t ) DEERSKIN MANUFACTURING INC. PO BOX 127 ~ SPRINGTOWN, TX 76082 4078 WEST HWY 199 ~ SPRINGTOWN, TX 76082 PHONE (800)880-6089 FAX (817)523-6685 SALES@DEERSKINMFG.COM ACSI 6 6 COMPARTMENT SLIDE IN ANIMAL CONTROL UNIT LONG BED; FULL SIZE CHEVROLET, DODGE, FORD) Storage Compartment: 13”W x 22”H x 68”D Animal Compartments: Side: 20”W x 22”H x 34”D Rear: 30”W x 41”H x 40”D Construction: − Frame is 1x1 welded steel tubing with expanded steel partitions − All steel is hot dipped galvanized before covering − The ceiling contains 4" foam insulation. The rear, side panels have 1” foam insulation − The exterior skin is 040 white, aluminum − Doors are 1/8 solid aluminum, powder coated white and hinged from the front with a continuous stainless steel hinge − Doors have positive locking tee handles, keyed alike − Animal doors have adjustable louvered aluminum vents with perforated inside covers − The storage compartment doors are solid (with no vents) − Units are equipped with LED third brake light Included Accessories LED Interior light is installed in animal compartment area and storage compartment with the switch box mounted in the cab of the vehicle. Backup Alarm Top Rack-This rack is installed on top of unit for additional storage. The rack is constructed of 1 ½ X 1 ½ square aluminum tubing welded. Air Conditioning System- Unit is 9000 BTU self contained AC unit, 12 Volt, rooftop mounted. Comes with a remote control and cab located controller for variable temperature settings and speed settings. LED Work Lights (2) 4 X 6 LED work lights mounted on the rear of the unit. D.12.b Packet Pg. 168 At t a c h m e n t : D e e r s k i n M a n u f a c t u r i n g I n c . ( P r o c u r e m e n t o f A n i m a l C o n t r o l V e h i c l e a n d S a f e t y E q u i p m e n t ) DEERSKIN MANUFACTURING INC. PO BOX 127 ~ SPRINGTOWN, TX 76082 4078 WEST HWY 199 ~ SPRINGTOWN, TX 76082 PHONE (800)880-6089 FAX (817)523-6685 SALES@DEERSKINMFG.COM LED Emergency Strobe – LED Mini lightbar strobe installed on front of unit. Strobe is operated by a switchbox in the vehicle cab. 2-Secondary Safety Door–These doors are located inside the primary door and are constructed of 125 aluminum with ¾” holes punched for ventilation and a catch pole cutout. 2-Rear Door Props-Mounted to the inside of the primary door, used to hold the door in open position while loading/unloading animals. Price for each unit per above specifications is $ 16,913.00 Charge for Installation at Factory $ 1,000.00 Shipping Charges $ 2,700.00 Total Price for Each Unit $ 20,613.00 Build is estimated to be 6 months out at time of order being placed. Quote To City of Grand Terrace, CA kbolowich@grandterrace-ca.gov 909-954-5200 Jennifer Villasana 05.14.24 Optional Accessories Swinging Partition-Slide In-Swinging partition can be installed in the rear compartment to create one large rear compartment Auxiliary Heating- A 16,000 BTU directional air louvered heater. Rubber Mat-SI-Constructed of ½” thick, chew proof rubber mats to fit the floor of the side compartments only Animal Pan-Pan is constructed of aluminum and has four raised sides and handles on each end and is removable. Digital Temperature Gauge-Mounted on dash of truck with the probe located inside animal unit to monitor temperature while vehicle is in use. LED Directional Light Bar -Traffic advisor located on the rear of the unit, placed at center top to advise traffic of the vehicle location. D.12.b Packet Pg. 169 At t a c h m e n t : D e e r s k i n M a n u f a c t u r i n g I n c . ( P r o c u r e m e n t o f A n i m a l C o n t r o l V e h i c l e a n d S a f e t y E q u i p m e n t ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Agreement with Omnitrans for Senior Transportation Program Funding and Services PRESENTED BY: Shanita Tillman, Senior Management Analyst RECOMMENDATION: Approve the two-year contract with Omnitrans in the amount of $113,384.25 for Fiscal Year 2024-25 and $113,108.10 for Fiscal Year 2025-26; and Direct the City Manager to execute the agreement, subject to the City Attorney's approval as to form. 2030 VISION STATEMENT: This staff report supports Goal #4 "Develop and Implement Successful Partnerships" by working with a regional agency to secure funding for programs and projects that benefit seniors in our community. BACKGROUND: On December 16, 2015, the City of Grand Terrace partnered with Valley Transportation Services (VTrans), a nonprofit designated by SANBAG as the Consolidated Transportation Services Agency (CTSA) for the San Bernardino Valley. VTrans' mission was to improve mobility for seniors, persons with disabilities, and low -income individuals. They provided a three-year funding agreement and leased the City a wheelchair-equipped vehicle for $1.00. On August 1, 2016, VTrans transferred all rights and obligations to Omnitrans, the new CTSA for San Bernardino Valley. The vehicle lease was converted to a purchase agreement, making the City the owner. Since December 2018, the City and Omnitrans have entered into consecutive two -year funding agreements using Measure I Senior/Disabled funds to cover a significant portion of the City's Senior Transportation Program’s operating expenses, with additional contributions from the City’s General Fund and the Air Quality Management District (AQMD) Fund. On June 28, 2022, the City entered its fourth biennial agreement with Omnitrans, continuing to support the senior community through this program. DISCUSSION: D.13 Packet Pg. 170 Omnitrans’ Measure I Regional Mobility Partnership Program (RMP) provides funding to support the development and sustainability of transportation services for seniors and individuals with disabilities throughout the San Bernardino Valley region. The City submitted a proposal and on May 28, 2024, received confirmation that the application was approved by the board. As with prior agreements, the RMP guidelines require a City match of 10% for capital expenses and 20% for operational expenses. The bulk of expenses come from the full-time salary and benefits of the senior bus driver, vehicle maintenance, and the energy cost to charge the bus. Additionally, the City will incur a one-time expense to wrap the new electric bus with a design selected at the March 13, 2024 meeting. This program also ensures the bus driver receives adequate training to stay current with safety standards. Itemized information is available within the funding agreement. The City’s transportation program allows senior residents of Grand Terrace to access a variety of services and activities, including arts and crafts, bingo, card games, educational classes, health screenings, support groups, and excursions. The Center organizes numerous social gatherings. The program also enables senior residents to travel to local grocery stores and restaurants. The City has added trips to the Veterans Administration hospital and Casino Morongo. Through Omnitrans funding, the City has purchased and installed an EV charger specifically for the electric bus, partially funded by the VW Mitigation Trust Fund. The Senior Center operates from 8:00 a.m. to 3:00 p.m., Monday through Friday. The senior bus program has increased attendance at the Center, particularly among seniors living in the Blue Mountain Villas senior housing development, by offering additional excursions. FISCAL IMPACT: Funding for this program has already been included in the fiscal year 2024 -25 budget in Fund 65. Funding for the following fiscal year will be included in the future 2025 -26 budget. ATTACHMENTS: • Omintrans Grand Terrace FY25-FY26 Funding Agreement (DOCX) APPROVALS: Shanita Tillman Completed 06/07/2024 3:13 PM Finance Completed 06/13/2024 9:22 AM City Manager Completed 06/20/2024 1:26 PM D.13 Packet Pg. 171 City Council Pending 06/25/2024 6:00 PM D.13 Packet Pg. 172 1 FUNDING AGREEMENT BETWEEN OMNITRANS AND GRAND TERRACE This Funding Agreement for Measure I funds (“Agreement”) by and between The City of Grand Terrace (“GRAND TERRACE”), a municipal government and Omnitrans, a Joint Powers Authority and a Consolidated Transportation Services Agency (“Omnitrans”), is entered into this 1st day of July, 2024. GRAND TERRACE and Omnitrans are sometimes individually referred to as “Party” and collectively as “Parties.” RECITALS WHEREAS, in its capacity as the Consolidated Transportation Services Agency (“CTSA”) for the San Bernardino Valley, Omnitrans has the ability to provide Measure I funds to other entities for projects that improve mobility for persons with disabilities, senior citizens, and persons of low income; and WHEREAS, GRAND TERRACE currently operates its Senior Transportation Program which provides weekday curb-to-curb transportation for seniors to and from the GRAND TERRACE Senior Center for lunch, social activities, and WHEREAS, GRAND TERRACE would like to continue to operate its Senior Transportation Program (“Project”); and WHEREAS, Omnitrans desires to provide operating assistance funds to GRAND TERRACE, on a reimbursable basis, for the Project; and WHEREAS, the parties wish to enter into this Agreement to document the terms and conditions of Omnitrans funding of the Project. NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS: 1. Project Description: The City of GRAND TERRACE will continue to provide transportation services in the form of pre-scheduled daily trips to nearby shopping, restaurants, hospitals/doctor’s visits, bank visits, or special excursions, attached hereto as Exhibit A. Any proposed amendment to Exhibit A must be agreed to in advance by the parties pursuant to a written amendment. D.13.a Packet Pg. 173 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 2 2. Term: This Agreement will be for a term of two (2) years and shall expire on June 30, 2026, unless otherwise terminated as provided for in this Agreement or extended by written agreement between the parties. 3. Funding Amount: The amount to be paid to GRAND TERRACE under this Agreement will not exceed $181,172 in operating expenses, with an annual not to exceed amount of $90,705 in Fiscal Year 2025 and $90,468 in Fiscal Year 2026 - unless agreed to in advance by the parties pursuant to a written amendment. In no instance will Omnitrans be liable for any payments or costs for work in excess of these amounts, nor for costs not listed in Project Budget, attached hereto as Exhibit B. 4. Payment: a. On a monthly basis, GRAND TERRACE will provide Omnitrans with an invoice for reimbursement pursuant to Subsections 4.b. and 4.c., below. b. Payments for operating expenses to GRAND TERRACE hereunder will be made in arrears. GRAND TERRACE will submit a detailed and properly documented invoice for reimbursement not more often than monthly, which invoice will include: (i) a description of the work performed; and (ii) a detailed accounting of costs incurred. c. Payments for capital expenses, including but not limited to vehicles, may be requested in advance, upon presentation of a valid vendor invoice for such purchases d. GRAND TERRACE will be notified within ten (10) business days following receipt of its invoice by Omnitrans of any circumstances or data in GRAND TERRACE’s invoice that would cause withholding of approval and subsequent payment. GRAND TERRACE’s invoice will include documentation of reimbursable expenses and billed items sufficient for Omnitrans, in its opinion, to substantiate billings. Omnitrans reserves the right to withhold payment of disputed amounts. e. At no time shall payments from Omnitrans be used to supplant any existing funding source for GRAND TERRACE’s Senior Transportation Program. GRAND TERRACE shall notify Omnitrans of any potential loss of funding for the existing GRAND TERRACE services within ten (10) business days of learning of the funding loss. 5. Progress Reports: GRAND TERRACE will provide Omnitrans with monthly Project Milestones updates on the Project, as set forth in Exhibit A. In cooperation with Omnitrans, D.13.a Packet Pg. 174 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 3 GRAND TERRACE shall develop national ridership data reporting mechanisms sufficient for reporting as part of the NTD (National Transit Database) reporting system, and shall provide such data to Omnitrans monthly. 6. Advisory Committee Participation: GRAND TERRACE shall attend and participate in advisory committee meetings, as mutually agreed upon by Omnitrans and the San Bernardino County Transportation Authority. 7. Compliance with Laws: GRAND TERRACE will comply with all applicable federal, state, and local laws, codes, ordinances, regulations, orders, circulars, and directives, including, without limitation: (i) all regulatory requirements associated with the funding provided to the GRAND TERRACE for this Project; (ii) all disability laws; and (iii) non-discrimination and equal opportunity laws. Any failure by GRAND TERRACE to comply with such laws may result in the termination of this Agreement or such other remedy as Omnitrans deems appropriate. 8. Independent Contractor: GRAND TERRACE, and the agents and employees of GRAND TERRACE, in the performance of this Agreement, will act as and be independent contractors, and not officers, employees, or agents of Omnitrans. GRAND TERRACE, its officers, employees, agents, and contractors, if any, will have no power to bind or commit Omnitrans to any decision or course of action, and will not represent to any person or business that they have such power. GRAND TERRACE has and will retain the right to exercise full control of the supervision of the Project, and over the employment, direction, compensation, and discharge of all persons assisting in the performance of the work funded by this Agreement. GRAND TERRACE will be solely responsible for all matters relating to the payment of its employees and contractors, including but not limited to, compliance with all laws, statutes, and regulations governing such matters. 9. Termination: a. Omnitrans may terminate this Agreement for cause by giving GRAND TERRACE a notice of default and intention to terminate the Agreement (“Termination Notice”). The notice will be deemed served and effective for all purposes on the date it is deposited in the U.S. mail, certified, return receipt requested, addressed to GRAND TERRACE at the address indicated in Section 20 below. b. Upon receipt of a Termination Notice, GRAND TERRACE shall have 30 days in which to cure the stated violation(s) and to provide to Omnitrans sufficient evidence that the violations have been cured. If GRAND TERRACE has not cured within 30 days of D.13.a Packet Pg. 175 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 4 such notice or has not provided sufficient evidence of such to Omnitrans, the Agreement shall be terminated, effective immediately. c. Omnitrans may also terminate this Agreement in the event of Measure I or federal grant funding shortfall, upon 15 days written notice. Such notice will be served and effective as set forth in Subsection 9.a., herein. d. Omnitrans may also terminate this Agreement in the event of a funding shortfall for GRAND TERRACE’s program or the failure to provide notice to Omnitrans of such funding shortfall, as required pursuant to section 4.e. In the event GRAND TERRACE fails to provide the notice required pursuant to section 4.e., Omnitrans is not required to give GRAND TERRACE an opportunity to cure such violation. e. If Omnitrans issues a Termination Notice or terminates this Agreement due to a funding shortfall, Omnitrans will reimburse GRAND TERRACE for work actually performed up to the effective date of the Termination Notice, subject to the limitations in Section 4, and less any compensation to Omnitrans for damages suffered as a result of GRAND TERRACE’s failure to comply with the terms of this Agreement. f. GRAND TERRACE will have the right to terminate this Agreement in the event Omnitrans is unable to make required payments. In such event, GRAND TERRACE will provide Omnitrans with seven (7) days written notice of termination. The notice will be deemed served and effective on the date it is deposited in the U.S. mail, certified, return receipt requested, addressed to Omnitrans at the address indicated in Section 20. Omnitrans will make payment to GRAND TERRACE through the date of termination, subject to the provisions of Section 4 above, and less any compensation to Omnitrans for damages suffered as a result of GRAND TERRACE’s failure to comply with the terms of this Agreement. 10. Assignment: The parties understand that Omnitrans entered into this Agreement based on the project proposed by GRAND TERRACE. Therefore, without the prior express written consent of Omnitrans, this Agreement is not assignable by GRAND TERRACE either in whole or in part. 11. Binding Agreement: This Agreement will be binding on the parties hereto, their assigns, successors, administrators, executors, and other representatives. 12. Time: Time is of the essence in this Agreement and will follow the Project Milestones timeline set forth in Exhibit A, unless modified pursuant to Section 13. D.13.a Packet Pg. 176 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 5 13. Amendments: No alteration or variation of the terms of this Agreement will be valid unless made in writing and signed by the parties hereto, and no oral understanding or agreement not incorporated herein, will be binding on any of the parties hereto. 14. Contractors and Subcontractors: GRAND TERRACE will be fully responsible for all work performed by its contractors and subcontractors. Omnitrans reserves the right to review and approve any contract or agreement to be funded in whole or in part using funds provided under this Agreement in excess of $25,000. GRAND TERRACE shall incorporate the terms of this Agreement, including without limitation the indemnification and insurance provisions, into any subcontractor agreement funded by this Agreement. 15. Indemnification. GRAND TERRACE shall defend, indemnify and hold Omnitrans, its directors, officials, officers, employees, agents and/or volunteers free and harmless from any and all liability from loss, damage, or injury to property or persons, including wrongful death, in any manner arising out of or incident to any acts, omissions or willful misconduct of GRAND TERRACE or any of its directors, officials, officers, employees, agents, volunteers, or service providers arising out of or in connection with GRAND TERRACE’s performance of this Agreement, including, without limitation, the payment of consequential damages and attorneys' fees. Further, GRAND TERRACE shall defend, at its own expense, including the payment of attorneys' fees, Omnitrans, its officials, officers, employees, agents and/or volunteers in any legal action based upon such acts, omissions or willful misconduct. GRAND TERRACE shall reimburse Omnitrans, its directors, officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. 16. Insurance. GRAND TERRACE shall require all contractors or consultants hired to perform work or services on the Project to obtain and require their sub-consultants and sub- contractors to obtain, insurance of the types and in the amounts described below and satisfactory to Omnitrans. GRAND TERRACE may satisfy its insurance obligations herein through participation in a program of self-insurance. Such insurance shall be maintained throughout the term of this Agreement, or until completion of the Project, whichever occurs last. Upon request, GRAND TERRACE will provide written certificates evidencing compliance to Omnitrans. a. Commercial General Liability Insurance. Occurrence version commercial general liability insurance or equivalent form with a combined single limit of not less than $1,000,000.00 per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to the Project or be no less than two times the occurrence limit. Such insurance shall: b. Business Automobile Liability Insurance. Business automobile liability insurance or equivalent form with a combined single limit of not less than $1,000,000.00 per D.13.a Packet Pg. 177 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 6 occurrence. Such insurance shall include coverage for owned, hired and non- owned automobiles. c. Workers’ Compensation Insurance. Workers’ compensation insurance with statutory limits and employers’ liability insurance with limits of not less than $1,000,000.00 each accident. 17. Audit: An independent auditor shall audit GRAND TERRACE’s use of project funds no less than annually. GRAND TERRACE agrees to supply Omnitrans with a copy of any audit of project related activities performed. 18. Retention and Inspection of Records a. GRAND TERRACE, including any contractors or subcontractors, will retain all driver training records and vehicle maintenance and safety records. b. Omnitrans or its designee will have the right to review, obtain, copy, and audit all books, records, computer records, accounts, documentation and any other materials pertaining to performance of this Agreement (collectively “Records”), including any Records in the possession of any contractors or subcontractors. GRAND TERRACE agrees to provide Omnitrans or its designee with any relevant information requested and will permit Omnitrans or its designees access to its premises, upon reasonable notice, during normal business hours, for the purpose of interviewing employees and inspecting and copying such Records for the purpose of determining compliance with any applicable federal and state laws and regulations. c. GRAND TERRACE further agrees to maintain all project records for a period of four (4) years after final payment under the Agreement or four (4) years from the conclusion or resolution of any and all audits or litigation relevant to this Agreement and any amendments, whichever is later. If so directed by Omnitrans upon expiration of this Agreement, GRAND TERRACE will cause all Records relevant to the Project to be delivered to Omnitrans as depository. 19. Signs: GRAND TERRACE will include the Omnitrans logo and/or Measure I signage on Project related marketing materials and on vehicles operated with Omnitrans funding, including: a. Vehicles purchased or operated with Measure I funds shall display signs clearly visible to riders indicating the vehicle is funded in part through Measure I funding. b. Signage must conform with approved Measure I signage and be approved by Omnitrans. D.13.a Packet Pg. 178 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 7 20. Notices. All notices hereunder shall be in writing and shall be effective upon receipt. All notices and communications, including invoices, between the Parties to this Agreement shall be either personally delivered, sent by first-class mail, return receipt requested, or sent by overnight express delivery service, postage or other charges fully prepaid, as follows: TO OMNITRANS: TO GRAND TERRACE: Omnitrans City of Grand Terrace 1700 West Fifth Street 22795 Barton Road San Bernardino, CA 92411 Grand Terrace, CA 92313 ATTN: Director Strategic Development ATTN: Finance Director 21. Waivers: No waiver of any breach of this Agreement will be held to be a waiver of any prior or subsequent breach. The failure of Omnitrans to enforce at any time the provisions of this Agreement or to require at any time performance by GRAND TERRACE of these provisions, will in no way be construed to be a waiver of such provisions nor to affect the validity of this Agreement or the right of Omnitrans to enforce these provisions. 22. Litigation: GRAND TERRACE will notify Omnitrans immediately of any claim or action undertaken by it or against it that affects or may affect this Agreement or Omnitrans, and will take such action with respect to the claim or action as is consistent with the terms of this Agreement and the interests of Omnitrans. 23. Non-Liability of Omnitrans: Omnitrans shall not be liable to GRAND TERRACE or any third party for any claim for loss of profits or consequential damages. Further, Omnitrans shall not be liable to GRAND TERRACE or any third party for any loss, cost, claim or damage, either direct or consequential, allegedly arising from a delay in performance or failure to perform under this Agreement. There are no third-party beneficiaries to this Agreement 24. Costs and Attorneys’ Fees: If either party commences any legal action against the other party arising out of this Agreement or the performance thereof, the prevailing party in such action may recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and reasonable attorneys’ fees. 25. Governing Law and Choice of Forum: This Agreement will be administered and interpreted under California law as if written by both parties. Any litigation arising from this Agreement will be brought in the Superior Court of San Bernardino County. 26. Integration: This Agreement represents the entire understanding of Omnitrans and GRAND TERRACE as to those matters contained herein and supersedes all prior negotiations, D.13.a Packet Pg. 179 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 8 representations, or agreements, both written and oral. This Agreement may not be modified or altered except in accordance with Section 13. 27. Severability: If any term or provision of this Agreement or the application thereof to any person or circumstance will, to any extent, be invalid or unenforceable, the remainder of this Agreement, or the application of such term or provision to persons or circumstances other than those to which it is invalid or unenforceable, will not be affected thereby, and each term and provision of this Agreement will be valid and will be enforced to the fullest extent permitted by law, unless the exclusion of such term or provision, or the application of such term or provision, would result in such a material change so as to cause completion of the obligations contemplated herein to be unreasonable. 28. Headings: The headings of the various sections of this Agreement are intended solely for convenience of reference and are not intended to explain, modify, or place any interpretation upon any of the provisions of this Agreement. 29. Authority: Each person signing this Agreement on behalf of a party hereby certifies, represents, and warrants that he or she has the authority to bind that party to the terms and conditions of this Agreement. 30. Ownership; Permission: Omnitrans represents and warrants that all materials used in the performance of the Project work, including, without limitation, all computer software materials and all written materials, are either produced or owned by GRAND TERRACE or that all required permissions and license agreements have been obtained and paid for by GRAND TERRACE. GRAND TERRACE will defend, indemnify, and hold harmless Omnitrans and its directors, officers, employees, and agents from any claim, loss, damage, cost, liability, or expense to the extent of any violation or falsity of the foregoing representation and warranty. 31. Counterparts: This Agreement may be executed in multiple counterparts, each of which will constitute an original, and all of which taken together will constitute one and the same instrument. 32. Press Releases: GRAND TERRACE will obtain Omnitrans' prior written approval of any press releases, or other public outreach materials, that include any reference to Omnitrans or depiction of the Omnitrans logo. IN WITNESS WHEREOF, the PARTIES hereto have executed this Agreement, as of the date first appearing above. D.13.a Packet Pg. 180 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 9 By: _________________________ ___________________________ Erin Rogers Konrad Bolowich CEO/General Manager City Manager Omnitrans City of Grand Terrace Approved as to form: _________________________ _____________________________ Omnitrans Legal Counsel Legal Counsel of Grand Terrace D.13.a Packet Pg. 181 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 10 EXHIBIT A Project Narrative The original function of the Senior Transportation Program was to provide senior residents transportation to the Senior Center for lunch, which since COVID is being served weekly via frozen meals. Senior residents can schedule their pickup to the Senior Center for scheduled activities, or to travel to the pre-scheduled bus destination for that day and receive a return ride home. Pre-scheduled destinations include daily trips to nearby shopping, restaurants, bank visits, doctors' visits, or special excursions to nearby entertainment. Shopping destinations include visits to Colton’s Citrus Plaza, Ross, the 99 Cents Store, Wal-Mart, Target, and CVS/Walgreens. Restaurant visits include trips to local destinations such as Thai Kitchen, Woody’s Grill or Odalberto’s. Special excursions are also regularly planned have included trips to the movies, Redlands Bowl, or local theatrical presentations. Since COVID-19, bus trips have slowly expanded to the local pharmacies, local restaurants (to pick up food to go) and trips to the Veterans Affairs (VA) hospital in Loma Linda. Ridership has increased from 4-5 passengers per trip to average of 24 daily rides. D.13.a Packet Pg. 182 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) 11 EXHIBIT B Project Budget D.13.a Packet Pg. 183 At t a c h m e n t : O m i n t r a n s G r a n d T e r r a c e F Y 2 5 - F Y 2 6 F u n d i n g A g r e e m e n t ( S e n i o r T r a n s p o r t a t i o n P r o g r a m A g r e e m e n t w i t h O m n i t r a n s ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Contract for Animal Shelter Services with the City of San Bernardino PRESENTED BY: Konrad Bolowich, City Manager RECOMMENDATION: Authorize the City Manager to execute an agreement, in substantially the same form as attached, between the City of Grand Terrace and the City of San Bernardino for animal sheltering services 2030 VISION STATEMENT: This staff report supports Goal #1 to Ensure our Fiscal Viability. BACKGROUND: On February 14, 2023, the City entered into a contract with the City of San Bernardino for animal shelter services. As part of this service, the City of San Bernardino must complete shelter upgrades and expansions. DISCUSSION: The City of San Bernardino has been a reliable partner in providing easily accessible shelter services to our residents and rapid turnaround times for our officers. This agreement will ensure continued quality services, and a safe and healthy environment of impounded animals, and necessary back up responses when necessary. This will also make animal recovery for the residents easier and increase officer efficiency. ENVIRONMENTAL IMPACT: None FISCAL IMPACT: The cost structure is changing to a percentage of operating cost. Grand Terrace will be responsible for 1% of operating costs, or approximately $26,996.50 per year, and 1% of expansions costs of $18,208.00 per year. At our utilization rate, this is comparable to previous costs of $141 per animal impounded. Expenses are budgeted under General Fund Account #10-185-255. ATTACHMENTS: • Agreement for Animal Shelter Services with the City of San Bernardino (PDF) D.14 Packet Pg. 184 APPROVALS: Konrad Bolowich Completed 06/19/2024 1:18 PM Finance Completed 06/19/2024 1:40 PM City Manager Completed 06/20/2024 1:26 PM City Council Pending 06/25/2024 6:00 PM D.14 Packet Pg. 185 D.14.a Packet Pg. 186 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 187 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 188 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 189 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 190 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 191 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 192 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 193 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 194 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 195 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 196 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 197 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 198 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 199 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 200 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 201 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 202 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 203 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 204 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n D.14.a Packet Pg. 205 At t a c h m e n t : A g r e e m e n t f o r A n i m a l S h e l t e r S e r v i c e s w i t h t h e C i t y o f S a n B e r n a r d i n o ( A n i m a l S h e l t e r S e r v i c e s A g r e e m e n t - C i t y o f S a n AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Approval of Agreement for Storm Drain Master Plan with Q3 Consulting in the Amount of $124,763 PRESENTED BY: Shanita Tillman, Senior Management Analyst RECOMMENDATION: Approve the agreement with Q3 Consulting for the development of the Storm Drain Master Plan. Appropriate $124,763 to account 10-631-255-000 to fund this project. 2030 VISION STATEMENT: This staff report supports Goal #2 "Maintain Public Safety". BACKGROUND In October 2010, the City received a Master Drain Exhibit from Willdan, which detailed the existing storm drain facilities. Despite the comprehensive documentation provided, no improvements were made at that time. The necessity for an updated and actionable Storm Drain Master Plan has become increasingly evident as the City continues to grow and face challenges related to stormwater management and flood control. DISCUSSION To address the City's storm drain needs, staff issued a Request for Proposal (RFP) for a comprehensive Storm Drain Master Plan on April 11, 2024. The RFP was distributed nationwide via our online bidding platform, Public Purchase, which ensured widespread visibility among qualified firms. A total of 19 firms accessed the RFP documents, indicating significant initial interest. However, by the bid closing date of May 10, 2024, only one firm submitted a proposal. Willdan, the firm that had previously provided the Master Drain Exhibit, was expected to be a strong contender given their familiarity with the City's storm drain infrastructure. Unfortunately, they did not submit a bid due to the departure of their key consultant responsible for storm drain projects. The sole proposal was submitted by Proactive Engineering Consultants, Inc., also known as Q3 Consulting. Q3 Consulting has an established track record with the City, having worked on the Gateway Project Regional Drainage Study through Lewis Management Corp. This study was particularly notable for its comprehensive approach, D.15 Packet Pg. 206 identifying flood control mitigation measures not only for the project site but also for the broader City area. Their familiarity with the City's infrastructure and demonstrated expertise in flood control and storm drain management make them a suitable candidate for this project. The proposed Storm Drain Master Plan by Q3 Consulting will include a thorough assessment of the current storm drain system, identification of critical areas needing improvement, and development of a prioritized plan for upgrades and maintenance. The scope of work and deliverables are detailed in Attachment A. Given Q3 Consulting's qualifications and past performance, staff recommends entering into an agreement with them for the amount of $124,763 to complete the Storm Drain Master Plan. FISCAL IMPACT The approval of this agreement will require the appropriation of $12 4,763. This expenditure will be coded to account 10-631-255-000. ATTACHMENTS: • Q3 SDMP Proposal (PDF) • Attachment A (PDF) • Q3 Agreement (DOCX) APPROVALS: Shanita Tillman Completed 06/19/2024 10:20 AM Finance Completed 06/19/2024 1:44 PM City Manager Completed 06/20/2024 1:26 PM City Council Pending 06/25/2024 6:00 PM D.15 Packet Pg. 207 Project Team Resumes “All Things Stormwater Grand Terrace Storm Drain Master Plan Scope of Work Scope of Services Our detailed scope of services for the Storm Drain Master Plan project is based on the requirements in the RFP, and our understanding of the requirements to complete a successful SDMP. Task 0 –Project Meetings & Coordination Task 0.1 Kick-Off Meeting Q3 will conduct a Kick-Off meeting with the City to discuss project objectives, project schedule, potential design issues, research data requests, and City strategies. Q3 will identify the lines of communication for the project and protocols for data requests outside of the City. Task 0.2 Project Management, Progress Meetings, and Scheduling Q3 will perform coordination, communication, and technical consultation with the City and County during the technical investigation and planning process for the development of the SDMP. This item includes meetings at regular intervals to discuss the progress of the study and provide clarifications to assist the project planning. This item provides for regular phone discussion and correspondence to update the status of the project. This Task has been budgeted for ten (10) project meetings. This task also includes coordination with the City staff and County staff during the project. If needed Q3 will provide services for additional meetings per a separate addendum. Task 1 – Existing Conditions Assessment Task 1.1 Baseline Data Acquisition & Review Q3 will obtain existing available data and technical studies from the City and County related to the area drainage system, hydrology and hydraulic investigations. Data will include as-built plans, GIS database, reports, and recent calculations. Data will be reviewed to understand how much missing as-built data exists. For those systems, City owned, 18-inch and larger (effective diameter), Q3 will perform a desktop general field review to identify estimated facility size, material, and direction of flow to the best of our knowledge. If the City requests more detailed field investigations, such as closed-circuit television (CCTV) or field survey, this can be performed under the CCTV scope item. For hydrology and hydraulic calculations, Q3 proposes to use free available LiDAR data from the County. This data covers the entire City and has a resolution of 1 meter. It is anticipated that no new survey will be necessary for this project. Task 1.2 CCTV Inspections Q3 will identify the storm drains that do not have as-builts or information available. These facilities will be presented to the City to decide if CCTV is requested. It is assumed that several City storm drains are missing data, as Q3 has requested as-builts for many of these facilities as part of the Gateway regional drainage study. Innerline Engineering will perform the CCTV for those drainage systems selected. If the storm drain has accumulated debris, it may need to be cleaned prior to CCTV. This task has been budged for $10,000. Additional CCTV services may be provided per a separate addendum. D.15.a Packet Pg. 208 At t a c h m e n t : Q 3 S D M P P r o p o s a l ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) Project Team Resumes “All Things Stormwater” Task 1.3 Existing Model Setup and Analysis (XPStorm) Q3 will expand on the existing XPStorm models currently being used for the Gateway regional drainage analysis. Those models were only run for the 100-year/24-hour design storm, based on NOAA 14 precipitation. Loss rate calculations were based on the San Bernardino County Hydrology Manual methodology. Additional surface data will be added to include the area north of Barton Road and on the west side of the I- 215 freeway. The area of the I-215 and its drainage facilities (Caltrans) are not included in this study. Hydrology will be prepared using a rain- on-grid methodology for the urban area (area below the mountains). Rain on grid allows for the topography to identify conveyance paths and shows where bifurcation exists. This method uses the 2-dimensional analysis engine of the XPStorm model resulting in a much more realistic view of flooding and surface conveyance. Task 2 – Proposed Facility Development Task 2.1 Proposed Condition Models Q3 will prepare alternative analyses using the Q100 and Q25 design storms. Models for the Pico storm drain and the Van Buren area has already been prepared for the Q100. These models will be re-evaluated for Q25. As proposed in the previous Gateway project, a single attenuation basin will be used to drain a majority of the runoff from the Pico and Van Buren watersheds. The De Berry storm drain has also been developed in XPStorm and will be run using Q25. The Barton watershed is currently being developed and will be adapted to run the Q25 as well. The area north of Barton Road will be analyzed for potential improvements. Surface attenuation will be reviewed, abut in some cases, subsurface storage may be proposed, if deemed feasible by the City. Improvements have previously been proposed for Pico and Van Buren watersheds, which include a detention basin. This basin is still being refined by Q3 and the Lewis Development team. Regional flood control mitigation measures will be reviewed for applicability of including green infrastructure. This does not include local streets and smaller scale green infrastructure projects. Alternatives will be presented on exhibit with general alignment, size and lengths shown. These exhibits will be used to identify recommended solutions. Task 2.2 Preliminary Alternative Cost Estimates For the alternatives proposed and/or recommended, Q3 will develop rough order of magnitude costs based on current unit pricing in the industry. This estimate will be used to select and prioritize particular solutions. Task 2.3 Recommended Alternative Concept Plan Exhibits Q3 will prepare plan view exhibits for each of the proposed alternative solutions. Exhibits will include estimated alignments, size, type, geometry, and flowlines. These exhibits will be used for presentation and in the Final SDMP report. Its is anticipated that Task 2.4 Proposed Project Priorities For each of the recommended alternatives, Q3 will identify a priority of construction. Phasing of the projects will include discussion of which projects should be implemented in what order to garner the most value. The results will be shown on an exhibit, color coding the project of highest priority for phasing based on discussions with City, and results of the modeling. Rain-on-Grid Hydrology D.15.a Packet Pg. 209 At t a c h m e n t : Q 3 S D M P P r o p o s a l ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) Project Team Resumes “All Things Stormwater” Task 3 – Preliminary Construction Cost Estimate A preliminary quantity estimate will be prepared based on the recommended alternatives. Quantities will include facility conduit, grading estimates, and property acquisition. Contingencies will be estimated for utility relocation, traffic control, engineering and permitting. Unit pricing will be based on the recent bid pricing and/or County cost sheets. Q3 will develop a spreadsheet to track each project that allows the City to update the unit pricing based on the California Construction Cost Index (CCCI) in the years to come. CIP planning for 10- and 25-year can be performed per separate agreement. Task 4 – Master Drainage Plan Report Q3 will prepare a SDMP report summarizing all assumptions, methodologies, and findings. Supporting technical data will be provided, such as hydrology, hydraulics, cost and GIS data. The report will include item described in the RFP. Report will include concept plans, alternative analyses and existing conditions analyses. It is expected that two rounds of reviews will be performed for this document. Also included will be potential updates to the City’s drainage design guidelines. Typically in SDMPs, environmental analyses are not performed, and therefore are not included in this scope. Task 5 – Public Hearings & Meetings (Optional) The Q3 team can be made available to attend up to two (2) formal public hearings/meetings with the City and/or other entities for the purpose of presenting and discussing the study. This task will include the preparation of a PowerPoint presentation for three meetings and attendance. Meeting minutes will be included for each meeting. This task has been budgeted for 20 hours. Clarifications No FEMA floodplain revisions are required or included in this proposal. As-built data for existing storm drain systems to be provided by City and/or County Available GIS files to be provided to Q3 Utility location identification is not part of this study. Environmental not deemed necessary for SDMP. GIS database not part of this scope. Water Quality not part of this scope CIP Planning not part of this scope Existing conditions analysis 100-year storm only D.15.a Packet Pg. 210 At t a c h m e n t : Q 3 S D M P P r o p o s a l ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) Subconsultant Project Team Role:Principal Senior Project Manager Senior Technical Manager Project Engineer Engineer Design Engineer Innerline Billable Rate :$245 $220 $220 $195 $179 $132 Fee Tasks Project Meetings & Coordination 0.1 Project Kick-off Meeting 4 4 8 $1,660 $1,660.00 0.2 Progress Meetings and Scheduling 24 12 36 $7,620 $7,620.00 1 Existing Conditions Assessment 1.1 Baseline Data Acquistion & Review 1 1 16 18 $3,560 $3,560.00 1.2 CCTV Inspection (Budgeted)2 4 6 $1,220 $10,000 $11,220.00 1.3 Existing Model Setup and Analysis (XPStorm)2 2 40 8 52 $10,112 $10,112.00 2 Proposed Facility Development 2.1 Proposed Conditions Models (Q100 - Rain on Grid)8 4 120 20 152 $29,620 $29,620.00 2.2 Prelim Alternative Cost Estimates 2 8 8 18 $3,432 $3,432.00 2.3 Recommended Alternative Concept Plan Exhibits 1 8 4 32 20 65 $12,705 $12,705.00 2.4 Proposed Project Priorities 8 2 16 4 30 $6,036 $6,036.00 3 Preliminary Construction Cost Estimates 1 8 16 8 33 $6,557 $6,557.00 4 Master Plan Document Development Draft Report Compilation 1 20 8 26 55 $11,475 $11,475.00 Final Report Preparation 2 32 8 24 4 70 $14,686 $14,686.00 5 Public Hearing - Council Meeting Presentation 16 8 $5,080 $5,080.00 Reimbursables (Printing/Mileage) Budgeted $1,000.00 Total Hours and Fee (Not including Optional Task)6 167 57 470 144 28 872 $114,763.00 $10,000 $124,763.00 Optional Task Notes:GIS Database not included Storm Drain Master Plan 6/19/2024 Drainage Only (City Infrastructure) Q3 Labor Hours and Rates TOTAL FEE City of Grand Terrace Q3 TOTAL HOURS Q3 CONSULTING LABOR FEE D.15.b Packet Pg. 211 At t a c h m e n t : A t t a c h m e n t A ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) AGREEMENT FOR CONTRACT SERVICES By and Between CITY OF GRAND TERRACE and PROACTIVE ENGINEERING CONSULTANTS, INC D.15.c Packet Pg. 212 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -2- AGREEMENT FOR CONTRACT SERVICES BY AND BETWEEN THE CITY OF GRAND TERRACE AND PROACTIVE ENGINEERING CONSULTANTS, INC This “AGREEMENT FOR CONTRACT SERVICES BY AND BETWEEN THE CITY OF GRAND TERRACE AND PROACTIVE ENGINEERING CONSULTANTS, INC (herein “Agreement”) is made and entered into this 25th day of June 2024 by and between the City of Grand Terrace, a California municipal corporation (“City”) and Proactive Engineering Consultants, Inc, (“Consultant”). City and Consultant are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.” RECITALS A. Pursuant to the City of Grand Terrace Municipal Code, City has authority to enter into and execute this Agreement. B. The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein. OPERATIVE PROVISIONS NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows: ARTICLE 1. SERVICES OF CONSULTANT 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder. As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest professional standards” shall mean those standards of practice recognized by one or more first- class firms performing similar work under similar circumstances. 1.2 Consultant’s Proposal. The Scope of Service shall include the Consultant’s scope of work or bid which shall be incorporated herein by this reference as though fully set forth herein. In the event of any D.15.c Packet Pg. 213 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -3- inconsistency between the terms of such proposal and this Agreement, the terms of this Agreement shall govern. 1.3 Compliance with Law. Consultant shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered. 1.4 Licenses, Permits, Fees and Assessments. Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant’s performance of the services required by this Agreement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder. 1.5 Familiarity with Work. By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facilities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of services hereunder. Should the Consultant discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant’s risk until written instructions are received from the Contract Officer. 1.6 Care of Work. The Consultant shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City’s own negligence. 1.7 Further Responsibilities of Parties. Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other. D.15.c Packet Pg. 214 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -4- 1.8 Additional Services. City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum or $25,000, whichever is less; or, in the time to perform of up to one hundred eighty (180) days, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other consultants. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed. 1.9 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern. ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT. 2.1 Contract Sum. Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed One Hundred Twenty-Four Thousand Seven Hundred Sixty-Three Dollars ($124,763.00) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.8. 2.2 Method of Compensation. The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services, less contract retention; (iii) payment for time and materials based upon the Consultant’s rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, (b) contract retention is maintained, and (c) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation. D.15.c Packet Pg. 215 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -5- 2.3 Reimbursable Expenses. Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the City. Coordination of the performance of the work with City is a critical component of the services. If Consultant is required to attend additional meetings to facilitate such coordination, Consultant shall not be entitled to any additional compensation for attending said meetings. 2.4 Invoices. Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person. City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Consultant to be paid within forty-five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law. 2.5 Waiver. Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant. ARTICLE 3. PERFORMANCE SCHEDULE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement. D.15.c Packet Pg. 216 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -6- 3.2 Schedule of Performance. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding one hundred eighty (180) days cumulatively. 3.3 Force Majeure. The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section. 3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding two (2) years from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”). ARTICLE 4. COORDINATION OF WORK 4.1 Representatives and Personnel of Consultant. The following principals of Consultant (“Principals”) are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith: Tom Ryan Consultant (Name) (Title) It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the D.15.c Packet Pg. 217 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -7- services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. Additionally, Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance. 4.2 Status of Consultant. Consultant shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant’s officers, employees, or agents are in any manner officials, officers, employees or agents of City. Neither Consultant, nor any of Consultant’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Consultant expressly waives any claim Consultant may have to any such rights. 4.3 Contract Officer. The Contract Officer shall be Konrad Bolowich, City Manager or such person as may be designated by the City Manager. It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement. 4.4 Independent Contractor. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Consultant’s employees, servants, representatives or agents, or in fixing their number, compensation or hours of service. Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant. D.15.c Packet Pg. 218 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -8- 4.5 Prohibition Against Subcontracting or Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Consultant or any surety of Consultant of any liability hereunder without the express consent of City. ARTICLE 5. INSURANCE AND INDEMNIFICATION 5.1 Insurance Coverages. The Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City: (a) General Liability Insurance (Occurrence Form CG0001 or equivalent). A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, then the general aggregate limit shall be twice the occurrence limit. (b) Worker’s Compensation Insurance. A policy of worker’s compensation insurance in such amount as will fully comply with the laws of the State of California and which shall indemnify, insure and provide legal defense for the Consultant against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by the Consultant in the course of carrying out the work or services contemplated in this Agreement. (c) Automotive Insurance (Form CA 0001 (Ed 1/87) including “any auto” and endorsement CA 0025 or equivalent). A policy of comprehensive automobile liability insurance written on a per occurrence for bodily injury and property damage in an amount not less than $1,000,000. Said policy shall include coverage for owned, non-owned, leased, hired cars and any automobile. (d) Professional Liability. Professional liability insurance appropriate to the Consultant’s profession. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 5 consecutive D.15.c Packet Pg. 219 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -9- years following the completion of Consultant’s services or the termination of this Agreement. During this additional 5-year period, Consultant shall annually and upon request of the City submit written evidence of this continuous coverage. (e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”. 5.2 General Insurance Requirements. All of the above policies of insurance shall be primary insurance and shall name the City, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by City or its officers, employees or agents may apply in excess of, and not contribute with Consultant’s insurance. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers, employees and agents and their respective insurers. Moreover, the insurance policy must specify that where the primary insured does not satisfy the self-insured retention, any additional insured may satisfy the self-insured retention. All of said policies of insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the City. In the event any of said policies of insurance are cancelled, the Consultant shall, prior to the cancellation date, submit new evidence of insurance in conformance with Section 5.1 to the Contract Officer. No work or services under this Agreement shall commence until the Consultant has provided the City with Certificates of Insurance, additional insured endorsement forms or appropriate insurance binders evidencing the above insurance coverages and said Certificates of Insurance or binders are approved by the City. City reserves the right to inspect complete, certified copies of and endorsements to all required insurance policies at any time. Any failure to comply with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City. All certificates shall name the City as additional insured (providing the appropriate endorsement) and shall conform to the following “cancellation” notice: CANCELLATION: SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATED THEREOF, THE ISSUING COMPANY SHALL MAIL THIRTY (30)-DAY ADVANCE WRITTEN NOTICE TO CERTIFICATE HOLDER NAMED HEREIN. D.15.c Packet Pg. 220 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -10- [to be initialed] ______________ Consultant Initials City, its respective elected and appointed officers, directors, officials, employees, agents and volunteers are to be covered as additional insureds as respects: liability arising out of activities Consultant performs; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or any automobiles owned, leased, hired or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, employees or volunteers. Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability. Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self -insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration, defense expenses and claims. The Consultant agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which the Consultant may be held responsible for the payment of damages to any persons or property resulting from the Consultant’s activities or the activities of any person or persons for which the Consultant is otherwise responsible nor shall it limit the Consultant’s indemnification liabilities as provided in Section 5.3. In the event the Consultant subcontracts any portion of the work in compliance with Section 4.5 of this Agreement, the contract between the Consultant and such subcontractor shall require the subcontractor to maintain the same policies of insurance that the Consultant is required to maintain pursuant to Section 5.1, and such certificates and endorsements shall be provided to City. 5.3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith: (a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorney’s fees incurred in connection therewith; D.15.c Packet Pg. 221 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -11- (b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom; (c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorney’s fees. Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except t hat design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement. 5.4 Sufficiency of Insurer. Insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the City (“Risk Manager”) due to unique circumstances. If this Agreement continues for more than 3 years duration, or in the event the risk manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the Risk Manager. ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION 6.1 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract D.15.c Packet Pg. 222 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -12- Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Consultant’s business, custody of the books and records may be given to City, and access shall be provided by Consultant’s successor in interest. Notwithstanding the above, the Consultant shall fully cooperate with the City in providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act. 6.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed. 6.3 Ownership of Documents. All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”), including any electronic documents and materials, prepared by Consultant, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City in a format of the City’s choice upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Consultant will be at the City’s sole risk and without liability to Consultant, and Consultant’s guarantee and warranties shall not extend to such use, reuse or assignment. Consultant may retain copies of such documents for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, Consultant with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City. D.15.c Packet Pg. 223 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -13- 6.4 Confidentiality and Release of Information. (a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the Contract Officer. (b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives City notice of such court order or subpoena. (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct. (d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION 7.1 California Law. This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of San Bernardino, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of San Bernardino, State of California. 7.2 Disputes; Default. In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons D.15.c Packet Pg. 224 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -14- for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Consultant’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement. 7.3 Retention of Funds. Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein. 7.4 Waiver. Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 7.5 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercis e by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 7.6 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel D.15.c Packet Pg. 225 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -15- specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue a legal action under this Agreement. 7.7 Termination Prior to Expiration of Term. This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon written notice to Consultant. In addition, the Consultant may terminate this Contract for cause, upon sixty (60) days’ advance written notice to City. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2. 7.8 Termination for Default of Consultant. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated. 7.9 Attorney’s Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorney’s fees on any appeal, and in addition a party entitled to attorney’s fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not su ch action is prosecuted to judgment. D.15.c Packet Pg. 226 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -16- ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION 8.1 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement. 8.2 Conflict of Interest. Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Contract Officer. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. 8.3 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class. 8.4 Unauthorized Aliens. Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorney’s fees, incurred by City. ARTICLE 9. MISCELLANEOUS PROVISIONS 9.1 Notices. Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager D.15.c Packet Pg. 227 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -17- and to the attention of the Contract Officer (with her/his name and City title), City of Grand Terrace, 22795 Barton Rd, Grand Terrace, CA 92313, and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section. 9.2 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. 9.3 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. 9.4 Integration; Amendment. This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void. 9.5 Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. 9.6 Warranty & Representation of Non-Collusion. No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of D.15.c Packet Pg. 228 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) -18- “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Nor shall any such officer or employee participate in any decision relating to the Agreement which affects her/his financial interest or the financial interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation, including but not limited to the Political Reform Act (Government Code Sections 81000, et seq.) Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect. Consultant’s Authorized Initials _______ 9.7 Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE] D.15.c Packet Pg. 229 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) 01247.0005/606806.2 19 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written. CITY: City of Grand Terrace, a municipal corporation ____________________________________ Konrad Bolowich, City Manager ATTEST: ______________________________________ Debra Thomas, City Clerk APPROVED AS TO FORM: ALESHIRE & WYNDER, LLP ______________________________________ Adrian R. Guerra, City Attorney CONSULTANT: By:________________________________ Name: Tom Braun Title: President/CEO By: ___________________________________ Name: Mark Anderson Title: Principal/CFP Address: 27051 Towne Centre Drive, Suite 270 Foothill Ranch, CA 92610 Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT’S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY. D.15.c Packet Pg. 230 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) 01247.0005/606806.2 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OF CALIFORNIA COUNTY OF SAN BERNARDINO On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature: _____________________________________ OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER _______________________________ TITLE(S) PARTNER(S) LIMITED GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER_______________________________ ______________________________________ SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) _____________________________________________ _____________________________________________ ___________________________________ TITLE OR TYPE OF DOCUMENT ___________________________________ NUMBER OF PAGES ___________________________________ DATE OF DOCUMENT ___________________________________ SIGNER(S) OTHER THAN NAMED ABOVE A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. D.15.c Packet Pg. 231 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) 01247.0005/606806.2 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OF CALIFORNIA COUNTY OF SAN BERNARDINO On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature: _____________________________________ OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER _______________________________ TITLE(S) PARTNER(S) LIMITED GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER_______________________________ ______________________________________ SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) _____________________________________________ _____________________________________________ ___________________________________ TITLE OR TYPE OF DOCUMENT ___________________________________ NUMBER OF PAGES ___________________________________ DATE OF DOCUMENT ___________________________________ SIGNER(S) OTHER THAN NAMED ABOVE A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. D.15.c Packet Pg. 232 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) 01247.0005/606806.2 A-1 EXHIBIT “A” SCOPE OF SERVICES I. Consultant will perform the following Services: II. All work product is subject to review and acceptance by the City and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City. III. Consultant will utilize the following personnel to accomplish the Services: A. John McCarthy, PE and Tom Ryan PE D.15.c Packet Pg. 233 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) 01247.0005/606806.2 B-1 EXHIBIT “B” SPECIAL REQUIREMENTS (Superseding Contract Boilerplate) I. Section 1.7 (Further Responsibilities of Parties) is hereby amended as follows (strikethrough represents deleted language while bold italics represents added language): “(a) Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other. (b) In the event that Consultant utilizes a retired annuitant of the California Public Employees’ Retirement System (“Annuitant”) to perform any services under this Agreement, Consultant shall ensure that the Annuitant’s performance of any services under this Agreement is in compliance with a ll applicable laws, including, but not limited to, the California Public Employees’ Retirement System’s (“CalPERS”) rules and regulations governing the hiring of retired CalPERS annuitants by California cities.” II. Section 5.3 (Indemnification) is hereby amended as follows (strikethrough represents deleted language while bold italics represents added language): “5.3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith: (a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorney’s fees incurred in connection therewith; D.15.c Packet Pg. 234 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) 01247.0005/606806.2 B-2 (b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom; (c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorney’s fees. Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement. (d) Consultant’s services under this Agreement are being provided to the City as that of an independent contractor. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by the California Public Employees’ Retirement System (“CalPERS”) or a court of competent jurisdiction to be classified as other than an independent contractor, then Consultant shall indemnify, defend, and hold harmless the City, its officers, employees and agents from any and all assessed fines, penalties, judgments and/or employer contributions to CalPERS for CalPERS retirement benefits on behalf of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable, as well as for the payment of any interest on such fines, penalties, judgments or CalPERS contributions, including such payments which would otherwise be the responsibility of the City. Consultant’s obligations under this Section 5.3(d) shall be in addition to any other obligation of the Consultant to indemnify, defend, and hold harmless the City, its officers, employees and agents.” D.15.c Packet Pg. 235 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) 01247.0005/606806.2 C-1 EXHIBIT “C” SCHEDULE OF COMPENSATION The total compensation for the Services shall not exceed $124,763.00 as provided in Section 2.1 of this Agreement. D.15.c Packet Pg. 236 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) D-1 EXHIBIT “D” SCHEDULE OF PERFORMANCE I. Consultant shall commence performance of all Services within 3 business days of this Agreement’s complete execution by the parties. Consultant shall further perform all Services timely in accordance with the schedules to be developed by Consultant and subject to the written approval of the Contract Officer. II. In addition to any other tangible work products required by this Agreement, Consultant shall deliver such tangible work products that the City may require from time to time. III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2. IV. The City in its sole discretion may extend the term of this Agreement in writing by two (2) terms of one (1) year each. D.15.c Packet Pg. 237 At t a c h m e n t : Q 3 A g r e e m e n t ( A p p r o v a l o f A g r e e m e n t f o r S t o r m D r a i n M a s t e r P l a n w i t h Q 3 C o n s u l t i n g ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Approval of a Professional Services Agreement with Revenue & Cost Specialists for a Development Impact Fee Study PRESENTED BY: Luis Gardea, Building Official RECOMMENDATION: 1. Approve a professional services agreement with RCS for a Comprehensive Impact Fee Study for a not-to-exceed amount of $39,600. 2. Authorize the City Manager to execute the Professional Services Agreement with RCS for a Comprehensive Impact Fee Study subject to City Attorney approval as to form. 2030 VISION STATEMENT: This staff report supports Goal #1, Ensuring Fiscal Viability and Goal #3, Promote Economic Development. BACKGROUND: The City charges a range of fees for services provided to residents and businesses. These fees are imposed as a result of public impact, such as development of new residential and non-residential buildings. According to best practices established by the Government Finance Officers Association (GFOA) and the National Advisory Council on State and Local Budgeting (NACSLB), governments should calculate the full cost of the different services they provide and should review, and update charges and fees periodically based on factors such as the impact of inflation, other cost increases, adequacy of cost recovery, use of services, and the competitiveness of current rates. Development Impact Fees (DIF) for the City of Grand Terrace were last updated in 2015. DISCUSSION: Included in the Fiscal Year 2023-24 Budget, implementation to update the City’s existing development impact fees is part of the City’s annual budget. In January 2024, the City reached out to three vendors for consideration of updating the City’s existing impact fees. A total of three (3) bids were received as follows: Table 1 E.16 Packet Pg. 238 Bidder Bid Amount Revenue & Cost Specialists $39,600 Willdan Financial Services $69,000 NBS Financial Services $60,000 Bidders were asked to provide detailed project budgets, to include the complete scope of work and timeline for services provided. The City Manager, Finance Director, and Building Official reviewed and evaluated the bids received. Staff did not conduct interviews of the three firms. The evaluation included a thorough review of each bidder proposal and reference checks. Selection criteria for bid award, as specified in the RFP, included the following: 1. Quality, strength and completeness of proposal; 2. Bidder’s relevant experience and length of time in business; 3. Qualifications and experience of the individual(s) proposed to be assigned to the project; 4. Reference check feedback; 5. Proposal pricing; 6. Stated ability of the bidder to complete the project in a timely manner; 7. Bidder’s reputation and record of performance with the City or similar local governments; 8. Innovative or value-added services or approaches to project completion, as proposed by bidder. Based on the selection criteria, and upon completion of the bid review and evaluation process by City Staff, Staff is recommending the bid be awarded to RCS, in an amount not-to-exceed $39,600. While RCS’ total not-to-exceed project price was the lowest of the three bids received, Staff feels the RCS approach to the project with the work being performed by the two principals will result in a better project and will be completed timelier. The City has just recently worked with RCS in 2023 for a Citywide User Fee Study. Other important factors in favor of RCS’ recommended selection include: • More than 40 years in business • The firm’s expertise and reputation in having served more than 200 California public agencies to-date, including a solid background and demonstrated know- how in working with cities, including local Cities of Redlands and Loma Linda • An impressive project team with number of years in the industry • A focus on local government revenues and a breadth of expertise in the industry Studies of this nature typically require 120 to 150 days for completion. The updates to the development impact fee schedule would need to be approved by the Council by way E.16 Packet Pg. 239 of ordinance, which would require first and second readings, and a waiting period thereafter, prior to the effective date of updated fees. If the Council approves the Staff’s recommendation for bid award, City staff and RCS personnel would be prepared to start the project shortly after approval and work expeditiously to complete the engagement. Once the study has been completed, RCS will meet with the City Council to go over a draft of the report and explain the results of the study and to discuss and develop a City Policy on Development Impact Fees. GFOA and NACSLB recommends that a Development Impact Fee Policy be established which establishes the extent to which the cost of the service provided is covered by impact fees. In some situations, fees may be set at rates lower than the full cost of service. Staff would further recommend the City Manager be delegated authority to sign the standard consulting agreement required for this engagement, on behalf of the City, subject to City Attorney approval as to form. FISCAL IMPACT: The proposed not-to-exceed fee is $39,600. Included in the City’s Fiscal Year 2023-24 Budget. ATTACHMENTS: • RCS DIF Agreement (PDF) • Grand Terrace_Impact Fee Study_Willdan (PDF) • NBS_Grand Terrace (PDF) APPROVALS: Luis Gardea Completed 05/22/2024 7:21 AM Adrian Guerra Skipped 06/18/2024 2:38 PM Finance Completed 06/18/2024 3:45 PM City Manager Completed 06/18/2024 4:55 PM City Council Pending 06/25/2024 6:00 PM E.16 Packet Pg. 240 01247.0006/991717.1 6/19/2024 AGREEMENT FOR CONTRACT SERVICES By and Between CITY OF GRAND TERRACE and REVENUE & COST SPECIALISTS For DEVELOPMENT IMPACT FEE STUDY E.16.a Packet Pg. 241 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -2- AGREEMENT FOR CONTRACT SERVICES BY AND BETWEEN THE CITY OF GRAND TERRACE AND REVENUE & COST SPECIALISTS FOR COMPREHENSIVE DEVELOPMENT IMPACT FEE STUDY This “AGREEMENT FOR CONTRACT SERVICES BY AND BETWEEN THE CITY OF GRAND TERRACE AND REVENUE & COST SPECIALISTS A COMPREHENSIVE DEVELOPMENT IMPACT FEE STUDY” (herein “Agreement”) is made and entered into this ____ day of ________, 2024 by and between the City of Grand Terrace, a California municipal corporation (“City”) and Revenue & Cost Specialists (“Consultant”). City and Consultant are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.” RECITALS A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described particularly in Article 1 of this Agreement. B. Consultant, following submission of a proposal or bid for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the City to perform those services. C. Pursuant to the City of Grand Terrace Municipal Code, City has authority to enter into and execute this Agreement. D. The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein. OPERATIVE PROVISIONS NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows: ARTICLE 1. SERVICES OF CONSULTANT 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder. As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall follow the highest professional standards in E.16.a Packet Pg. 242 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -3- performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest professional standards” shall mean those standards of practice recognized by one or more first- class firms performing similar work under similar circumstances. 1.2 Consultant’s Proposal. The Scope of Service shall include the Consultant’s scope of work or bid which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such proposal and this Agreement, the terms of this Agreement shall govern. 1.3 Compliance with Law. Consultant shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered. 1.4 Licenses, Permits, Fees and Assessments. Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant’s performance of the services required by this Agreement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder. 1.5 Familiarity with Work. By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facilities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of services hereunder. Should the Consultant discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant’s risk until written instructions are received from the Contract Officer. 1.6 Care of Work. The Consultant shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such E.16.a Packet Pg. 243 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -4- damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City’s own negligence. 1.7 Further Responsibilities of Parties. Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other. 1.8 Additional Services. City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum; or, in the time to perform of up to one hundred eighty (180) days, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other consultants. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed. 1.9 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern. ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT. 2.1 Contract Sum. Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed Thirty-Nine Thousand Six Hundred Dollars ($39,600) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.8. E.16.a Packet Pg. 244 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -5- 2.2 Method of Compensation. The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services, less contract retention; (iii) payment for time and materials based upon the Consultant’s rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, (b) contract retention is maintained, and (c) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation. 2.3 Reimbursable Expenses. Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the City. Coordination of the performance of the work with City is a critical component of the services. If Consultant is required to attend additional meetings to facilitate such coordination, Consultant shall not be entitled to any additional compensation for attending said meetings. 2.4 Invoices. Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person. City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Consultant to be paid within forty-five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law. 2.5 Waiver. Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant. E.16.a Packet Pg. 245 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -6- ARTICLE 3. PERFORMANCE SCHEDULE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement. 3.2 Schedule of Performance. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding one hundred eighty (180) days cumulatively. 3.3 Force Majeure. The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section. 3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding one (1) years from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”). ARTICLE 4. COORDINATION OF WORK 4.1 Representatives and Personnel of Consultant. The following principals of Consultant (“Principals”) are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith: Eric Johnson President E.16.a Packet Pg. 246 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -7- (Name) (Title) Gregory Brown Vice President (Name) (Title) It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. Additionally, Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance. 4.2 Status of Consultant. Consultant shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant’s officers, employees, or agents are in any manner officials, officers, employees or agents of City. Neither Consultant, nor any of Consultant’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Consultant expressly waives any claim Consultant may have to any such rights. 4.3 Contract Officer. The Contract Officer shall be City Manager or such person as may be designated by the City Manager. It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement. 4.4 Independent Contractor. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Consultant’s employees, servants, representatives or agents, or in fixing their number, compensation or hours of service. Consultant shall perform all services required herein as an E.16.a Packet Pg. 247 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -8- independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant. 4.5 Prohibition Against Subcontracting or Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Consultant or any surety of Consultant of any liability hereunder without the express consent of City. ARTICLE 5. INSURANCE AND INDEMNIFICATION 5.1 Insurance Coverages. The Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City: (a) General Liability Insurance (Occurrence Form CG0001 or equivalent). A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, then the general aggregate limit shall be twice the occurrence limit. (b) Worker’s Compensation Insurance. A policy of worker’s compensation insurance in such amount as will fully comply with the laws of the State of California and which shall indemnify, insure and provide legal defense for the Consultant against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by the Consultant in the course of carrying out the work or services contemplated in this Agreement. (c) Automotive Insurance (Form CA 0001 (Ed 1/87) including “any auto” and endorsement CA 0025 or equivalent). A policy of comprehensive automobile liability insurance written on a per occurrence for bodily injury and property damage in an amount not less than E.16.a Packet Pg. 248 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -9- $1,000,000. Said policy shall include coverage for owned, non-owned, leased, hired cars and any automobile. (d) Professional Liability. Professional liability insurance appropriate to the Consultant’s profession. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 5 consecutive years following the completion of Consultant’s services or the termination of this Agreement. During this additional 5-year period, Consultant shall annually and upon request of the City submit written evidence of this continuous coverage. (e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”. 5.2 General Insurance Requirements. All of the above policies of insurance shall be primary insurance and shall name the City, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by City or its officers, employees or agents may apply in excess of, and not contribute with Consultant’s insurance. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers, employees and agents and their respective insurers. Moreover, the insurance policy must specify that where the primary insured does not satisfy the self-insured retention, any additional insured may satisfy the self-insured retention. All of said policies of insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the City. In the event any of said policies of insurance are cancelled, the Consultant shall, prior to the cancellation date, submit new evidence of insurance in conformance with Section 5.1 to the Contract Officer. No work or services under this Agreement shall commence until the Consultant has provided the City with Certificates of Insurance, additional insured endorsement forms or appropriate insurance binders evidencing the above insurance coverages and said Certificates of Insurance or binders are approved by the City. City reserves the right to inspect complete, certified copies of and endorsements to all required insurance policies at any time. Any failure to comply with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City. All certificates shall name the City as additional insured (providing the appropriate endorsement) and shall conform to the following “cancellation” notice: CANCELLATION: E.16.a Packet Pg. 249 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -10- SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATED THEREOF, THE ISSUING COMPANY SHALL MAIL THIRTY (30)-DAY ADVANCE WRITTEN NOTICE TO CERTIFICATE HOLDER NAMED HEREIN. [to be initialed] ______________ Consultant Initials City, its respective elected and appointed officers, directors, officials, employees, agents and volunteers are to be covered as additional insureds as respects: liability arising out of activities Consultant performs; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or any automobiles owned, leased, hired or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, employees or volunteers. Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability. Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration, defense expenses and claims. The Consultant agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which the Consultant may be held responsible for the payment of damages to any persons or property resulting from the Consultant’s activities or the activities of any person or persons for which the Consultant is otherwise responsible nor shall it limit the Consultant’s indemnification liabilities as provided in Section 5.3. In the event the Consultant subcontracts any portion of the work in compliance with Section 4.5 of this Agreement, the contract between the Consultant and such subcontractor shall require the subcontractor to maintain the same policies of insurance that the Consultant is required to maintain pursuant to Section 5.1, and such certificates and endorsements shall be provided to City. 5.3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance E.16.a Packet Pg. 250 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -11- of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith: (a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorney’s fees incurred in connection therewith; (b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom; (c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorney’s fees. Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement. 5.4 Sufficiency of Insurer. Insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the City (“Risk Manager”) due to unique circumstances. If this Agreement continues for more than 3 years duration, or in the event the risk manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the Risk Manager. E.16.a Packet Pg. 251 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -12- ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION 6.1 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Consultant’s business, custody of the books and records may be given to City, and access shall be provided by Consultant’s successor in interest. Notwithstanding the above, the Consultant shall fully cooperate with the City in providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act. 6.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed. 6.3 Ownership of Documents. All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”), including any electronic documents and materials, prepared by Consultant, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City in a format of the City’s choice upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Consultant will be at the City’s sole risk and without liability to Consultant, and Consultant’s guarantee and warranties shall not extend to such use, reuse or assignment. Consultant may retain copies of such documents for its own use. Consultant E.16.a Packet Pg. 252 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -13- shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, Consultant with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City. 6.4 Confidentiality and Release of Information. (a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the Contract Officer. (b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives City notice of such court order or subpoena. (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct. (d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION 7.1 California Law. This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of San Bernardino, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District E.16.a Packet Pg. 253 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -14- Court, venue shall lie exclusively in the Central District of California, in the County of San Bernardino, State of California. 7.2 Disputes; Default. In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Consultant’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement. 7.3 Retention of Funds. Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein. 7.4 Waiver. Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 7.5 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party E.16.a Packet Pg. 254 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -15- of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 7.6 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue a legal action under this Agreement. 7.7 Termination Prior to Expiration of Term. This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon written notice to Consultant. In addition, the Consultant may terminate this Contract for cause, upon sixty (60) days’ advance written notice to City. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2. 7.8 Termination for Default of Consultant. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated. 7.9 Attorney’s Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorney’s fees on any appeal, and in addition a party entitled to attorney’s fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs E.16.a Packet Pg. 255 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -16- the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment. ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION 8.1 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement. 8.2 Conflict of Interest. Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Contract Officer. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. 8.3 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class. 8.4 Unauthorized Aliens. Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorney’s fees, incurred by City. E.16.a Packet Pg. 256 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -17- ARTICLE 9. MISCELLANEOUS PROVISIONS 9.1 Notices. Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Grand Terrace, 22795 Barton Rd, Grand Terrace, CA 92313, and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section. 9.2 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. 9.3 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. 9.4 Integration; Amendment. This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void. 9.5 Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. E.16.a Packet Pg. 257 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 -18- 9.6 Warranty & Representation of Non-Collusion. No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Nor shall any such officer or employee participate in any decision relating to the Agreement which affects her/his financial interest or the financial interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation, including but not limited to the Political Reform Act (Government Code Sections 81000, et seq.) Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect. Consultant’s Authorized Initials _______ 9.7 Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE] E.16.a Packet Pg. 258 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 19 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written. CITY: City of Grand Terrace, a municipal corporation _____________________________________ _ Bill Hussey, Mayor ATTEST: _____________________________________ _ Debra Thomas, City Clerk APPROVED AS TO FORM: ALESHIRE & WYNDER, LLP _____________________________________ _ Adrian R. Guerra, City Attorney CONSULTANT: Revenue & Cost Specialists By: ___________________________________ Name: Eric Johnson Title: President By: ___________________________________ Name: Gregory Brown Title: Vice President Address: 1519 E Chapman Ave, Ste C Fullerton, CA 92831_ Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT’S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY. E.16.a Packet Pg. 259 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OF CALIFORNIA COUNTY OF SAN BERNARDINO On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature: _____________________________________ OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER _______________________________ TITLE(S) PARTNER(S) LIMITED GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER_______________________________ ______________________________________ SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) _____________________________________________ _____________________________________________ ___________________________________ TITLE OR TYPE OF DOCUMENT ___________________________________ NUMBER OF PAGES ___________________________________ DATE OF DOCUMENT ___________________________________ SIGNER(S) OTHER THAN NAMED ABOVE A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. E.16.a Packet Pg. 260 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OF CALIFORNIA COUNTY OF SAN BERNARDINO On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature: _____________________________________ OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER _______________________________ TITLE(S) PARTNER(S) LIMITED GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER_______________________________ ______________________________________ SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) _____________________________________________ _____________________________________________ ___________________________________ TITLE OR TYPE OF DOCUMENT ___________________________________ NUMBER OF PAGES ___________________________________ DATE OF DOCUMENT ___________________________________ SIGNER(S) OTHER THAN NAMED ABOVE A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. E.16.a Packet Pg. 261 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 A-1 EXHIBIT “A” SCOPE OF SERVICES I. Consultant will perform the following Services: A. Prepare a Comprehensive Citywide User Fee Study pursuant to this Exhibit “A” (“Study”), and more particularly described in Consultant’s proposal, attached hereto as Exhibit “A-1” and incorporated herein by this reference. i. Task 1: Preliminary Research 1. Consultant shall perform a field “windshield” survey to become acquainted with the physical characteristics and general improvement needs and standards of the City. This includes obtaining and reviewing City maps, land-use documents, master plans, and comprehensive General Plan. RCS will review recent Operating Budgets, CIP Budgets, Comprehensive Annual Financial Reports, and fixed asset reports. ii. Task 2: Series of Working Meetings 1. Consultant shall conduct a Citywide meeting for each infrastructure to help identify all projects needed through theoretical build-out via the use of master plans, specific plans, and other service requirement studies. RCS will request from the City all reports, master plans, specific plans, and other related reports identifying needed infrastructure. RCS will identify and analyze the demand drivers specific to each infrastructure or service area. These demand drivers will help determine the distribution of the benefits of nexus for, and impact of each group of projects on each of the above categories of land use. Any recommended fee associated with each of these infrastructure categories will demonstrate the essential nexus and rough proportionality between the infrastructure to the proposed fee for a particular class of projects. iii. Task 3: Draft Development Impact Fee Calculation and Nexus Report 1. Consultant shall prepare a draft report consisting of the fee structures and the necessary relevant nexus text and report with recommended fees. The nexus should demonstrate how the City’s concern/need for the infrastructure is related to the development of a particular class, and demonstrate how the costs associated with each infrastructure are logically distributed to each class of project. 2. This will include meeting discussions on policy issues with the City, implementation strategies, and revenue collection procedures. E.16.a Packet Pg. 262 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 A-2 RCS will provide the draft report for staff consideration and distribution. iv.Task 4: Presentation of Proposed Development Impact Fee Calculation and Nexus Report to the City Council 1. Consultant will attend the City Council meetings to discuss the report methodology and present findings, provide a formal presentation, and answer questions about those findings. RCS will have the necessary supporting documentation for the meeting and will be the primary contact to answer all questions, following up with any City Council direction with the assistance of City Staff. II.As part of the Services, Consultant will prepare and deliver the tangible work products to the City pursuant to this Agreement as the City may require from time to time. III.In addition to the requirements of Section 6.2, during performance of the Services, Consultant will keep the City appraised of the status of performance by delivering status reports as the City may require from time to time. IV.All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City. V.Consultant will utilize the following personnel to accomplish the Services: A.Eric Johnson, President B.Gregory Brown, Vice President E.16.a Packet Pg. 263 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 A-3 EXHIBIT “A-1” REQUEST FOR PROPOSALS E.16.a Packet Pg. 264 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 1 –– Proposal for the City of Grand Terrace Development Impact Fee Study 1519 E Chapman Ave Suite C Fullerton, CA 92831 (714) 992-9020www.revenuecost.com E.16.a Packet Pg. 265 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 2 TABLE OF CONTENTS February 19, 2024 Table of Contents ......................................................................................................................................................... 2 Transmittal Letter ...................................................................................................................................................... 3 Organization Qualifications ................................................................................................................................. 5 Project Manager .......................................................................................................................................................... 7 Scope of Work ............................................................................................................................................................. 11 Project Schedule ....................................................................................................................................................... 14 References .................................................................................................................................................................... 15 Proposed Budget ...................................................................................................................................................... 19 E.16.a Packet Pg. 266 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 3 February 19, 2024 City of Grand Terrace Attn: Konrad Bolowich, City Manager 22795 Barton Rd. Grand Terrace, CA 92313 Proposal for City of Grand Terrace – Development Impact Fee Study Revenue & Cost Specialists, LLC (RCS) appreciates the opportunity to provide you with this Development Impact Fee Study proposal. RCS has provided such studies and other fee-costing services since 1980, making us the first and foremost authority in costing services for California. Our combined 100 years of experience and knowledge in this industry will ensure a successful project that’s on time and under budget. Our impact fee study process is straightforward, imposes minimal impact on staff, and provides proper information, allowing staff, City Council, and other stakeholders to make the best policy decisions for Grand Terrace. We strive to ensure confidence in the information and recommendations of the final Report. The results of our study will allow the City to identify and recover, with certainty, the maximum financial impact from future development. The terms of this proposal will be honored for 90 calendar days from the date of submission. Please contact Greg at (714) 992-9022 or gregory@revenuecost.com with any questions. Sincerely, GREGORY BROWN SCOTT THORPE Vice President Principal E.16.a Packet Pg. 267 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 4 RCS Contacts Revenue & Cost Specialists 1519 E Chapman Ave, Ste C Fullerton, CA 92831 www.revenuecost.com Scott Thorpe Principal 714-992-9026 Scott@revenuecost.com Gregory Brown Vice President 714-992-9022 Gregory@revenuecost.com E.16.a Packet Pg. 268 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 5 ORGANIZATION QUALIFICATIONS ABOUT RCS RCS (Taxpayer ID No. 330787781) was founded in 1980 by two former City Managers and a Finance Director who, after the passage of Propositions 13 and 4, discovered that user fees were a legal option to recover lost municipal revenues. Forty-two years later, Revenue & Cost Specialists continues its focus on cost allocation and user fee calculation services. After the passage of AB 1600 in 1988, our company added impact fee calculation services to help municipalities finance public facility expansion. In 2000, RCS created Government Software Systems to develop robust costing software that serves fee calculation needs better than spreadsheets. Our company has provided additional services to municipalities, including long-range financial planning, accounting procedures, and utility rate studies. To this day, RCS continues to thrive through repeat business, referrals, and references. As a small business, RCS takes only a handful of new clients each year, allowing us to dedicate the appropriate number of resources to them. What’s unique about RCS is the work longevity of our team members. Client cities from 20 years ago still call and speak with the RCS Partner about their project back then. For 2024, RCS is celebrating our 44th year in business and looking forward to another 40-plus years of partnering with municipalities. QUALIFICATIONS RCS’s five principals comprise the Limited Liability Company. RCS principals have over 100 years of combined experience in cost allocation plans and fee studies and have served over 250 municipalities. We have provided these services to a wide array of public agencies, from the smallest special district to larger and more complex cities and counties. While based in Orange County, we engage in projects throughout the State of California. RCS principals are municipal cost and revenue consultants specializing in the following: • User Fee Studies • Cost Allocation Plans • Development Impact Fee Studies • Special studies and reports supporting municipal financing management E.16.a Packet Pg. 269 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 6 These specializations allow RCS to focus on every aspect of municipal fees and be the best at what we do. We are confident in our project time estimates and do not respond to RFPs when the project workload exceeds our capacity. We have suggested new fees that are not common practice throughout the state and have challenged and removed municipal fees that were not defensible. We have assisted municipalities in streamlining their fee-based processes. All RCS principals are knowledgeable in fund accounting, department structures, and municipal services. We stay current on pending financial and legal issues that challenge municipalities. All principals are comfortable speaking with city staff at all levels, drafting reports and resolutions, and presenting to the public, stakeholders, and City Council members. RCS principals perform all studies in a professional and expedient manner and do not rely on junior staff to perform these vital tasks with our clients. We also don’t rely on status memos because we will often be at City Hall in person to tell you how the project is going. Rick Kermer, a Partner, was one of the founders of RCS. Rick used his CPA and audit experience to build cost allocation, user fee spreadsheets, and software that passes rigorous analysis and reporting accounting standards. Rick’s work is the foundation of all the fee study work offered today. He is now semi-retired, taking only a handful of projects each year. Eric Johnson, the President, has streamlined and perfected the process of CAP and User Fee Study engagements. With over 30 years and hundreds of completed studies, Eric has created a superior process that demands little city staff time while obtaining maximum results. Eric quickly understands complex city services and how to calculate fees for them. He relates well with elected officials because he responds with candor and brevity. If you speak to any of Eric’s prior or current clients, they will tell you how easy the process was. Scott Thorpe, a Principal, joined RCS in 1985. Before that, he spent 13 years in the cities of Chula Vista, Covina, Anaheim, and Brea, serving in various roles within the city manager’s offices. Scott performed user fee studies for several years, transitioning to development impact fees when AB 1600 was enacted. He has written articles laying out the fundamentals of impact fees, and his work has generated tens of millions in fee revenues for cities. Chu Thai, Vice President, joined RCS after 22 years of municipal experience. As a budget manager and finance director, Chu has successfully coordinated user fee increases, impact fee increases, utility rate increases, and tax ballot measures. His experience helps clients avoid the unseen perils that jeopardize municipal projects. After project completion, Chu leaves behind well-documented reports and spreadsheets for City staff. His career has focused on improving cities’ financial stability and implementing operational effectiveness and efficiencies in local government. Gregory Brown, a Vice President, is the newest team member of RCS. However, he has already performed development impact fee studies for a dozen different cities and districts. Gregory spent 20 years working in small business before joining the RCS team. He was E.16.a Packet Pg. 270 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 7 trained by Scott Thorpe in development impact fee and applies the same methodology Scott Thorpe developed over 35 years while also incorporating his experience in managing small businesses with a focus on efficiency. RCS PROJECT MANAGER FOR GRAND TERRACE Scott Thorpe, Principal, and Greg Brown, Vice President, will work together on the Development Impact Fee Study. RCS may assign additional specialists to the project to help maintain the proposed schedule and ensure product quality. We thoroughly understand and will be involved in every phase of the impact fee study, advising City staff when necessary. Resumes for the RCS project team are included in this proposal on the following pages. E.16.a Packet Pg. 271 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 8 EDUCATION Bachelor of Arts in Public Administration – San Diego State University Master of Public Administration - California State University Fullerton AFFILIATIONS California Society of Municipal Finance Officers Government Finance Officers Association Scott Ian Thorpe Principal Mr. Thorpe has been with RCS since 1985 and built his career and reputation on the proper establishment of development impact fees. His early publications helped shape the foundation of calculating and implementing impact fees. Scott has produced studies for projects ranging from small, single-use developments to large, master-planned communities throughout California. He is actively involved in all aspects of the projects, from kick-off, through Council adoption and beyond fee collection and reporting. Municipal Experience City of Brea – Management & Budget Manager Developed budget preparation and management information reporting systems. Established personal computer operations, including acquisition, placement, and maintenance of all equipment to initial and ongoing employee training. Created a comprehensive legislative program for reviewing all federal, state and local legislation. City of Anaheim – Budget Analyst/Management Operations Auditor Assisted in the preparation of a $350,000,000 annual budget. Provided centralized management support and assistance of line departments with a variety of services including work measurement and management techniques program development, productivity improvement, internal management audits, budget review/analysis, revenue forecasting and auditing, and data processing systems development. Specialized in management assistance to public safety, stadium, convention center and golf operations. Responsible for fiscal, work-unit measurement and management training sessions required of all city management staff. City of Covina – Administrative Assistant to the City Manager Performed general program development with significant emphasis on the improvement of the budget process, legislative, public information, and agenda process systems. Conducted a major annexation study and effort. E.16.a Packet Pg. 272 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 9 Scott Ian Thorpe Principal Municipal Experience (continued) City of Chula Vista – Administrative Aide Entry level job which involved completion of a City-wide Policy and Procedure Manual, operation reviews of long-term fire vehicle equipment purchases and of the municipal bus system stop locations. Publications "Financing Capital Improvements", Journal American Water Works Association, August, 1991, pages 50-52 "Impact Fees: Practical Guide for Calculation and Implementation", Journal of Urban Planning and Development, Vol. 18, No. 3, September, 1992, pages 106-118 “The Missing Ingredient in State-Mandated General Plans”, Public Management, International City Management Association”, March 2014. Pages 21-22. Other Accomplishments Charter Oak Unified School District Facility Closure Committee-Board Appointee Guest Lecturer on various municipal government/management topics at two universities E.16.a Packet Pg. 273 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 10 EDUCATION Bachelor of Arts in History – Cal Poly Pomona Gregory Ross Brown Vice President Professional Experience Revenue & Cost Specialists – Vice President (2022- Present) Assisting in meetings, gathering data, building fee structures, analyzing, and writing reports. Revenue & Cost Specialists – Associate (2020 – 2022) Assist in working meetings, data gathering, analysis, and input. Write and/or edit text for completed Development Impact Fee cost calculations. Simple Health Acupuncture and Wellness Center Inc. Long Beach, CA – Clinic Director (2012 – 2022) Oversaw all operations of a continuing multiple-modality health clinic involving seventeen employees. Project Experience Development Impact Fees Apple Valley Fire Protection District, CA City of Highland, CA City of Shafter, CA (In Progress) City of Gardena, CA (In Progress) City of West Covina, CA (In Progress) City of Hercules, CA (In Progress) City of Corning, CA (In Progress) City of El Segundo, CA City of Farmersville, CA City of Livingston, CA City of Loma Linda, CA City of Morro Bay, CA City of Hawthorne, CA (In Progress) City of Santa Ana, CA (In Progress) City of Newark, CA (In Progress) Cost of Services Studies City of Hawthorne, CA City of Laguna Beach, CA City of Santa Maria, CA E.16.a Packet Pg. 274 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 11 SCOPE OF WORK DEVELOPMENT IMPACT FEE To ensure the City of Grand Terrace continues to provide basic municipal services as the City grows, RCS proposes to undertake the calculation and textual support of a new Development Impact Fee Calculation and Nexus Report. RCS staff will perform the following to complete the Development Impact Fee (DIF) calculation and quantify the costs generated by new development in terms of an Impact Fee Schedule for city land uses. Based on our preliminary review of the reports and documentation available by the City, we propose development impact fees for the following infrastructures. 1. Law Enforcement Facilities, Vehicles, and Equipment 2. Fire Suppression Facilities, Vehicles, and Equipment 3. Local Traffic Circulation System, including Streets, Signals, and Bridges 4. Regional Traffic Circulation System 5. Storm Drainage Collection System 6. General Facilities (City Hall and City Maintenance Yard) 7. Public Use Facilities (Community/Senior Center) 8. Library Facilities and Item Collection 9. Park Land Acquisition, Open Space and Park Improvements 10. Accessory Dwelling Unit Calculation RCS has the experience and determination to research and identify the maximum financial impact of future developments in Grand Terrace. With this information, staff can realize the city's best funding and implementation policies. We plan to use a series of direct, focused meetings between RCS experts and knowledgeable City staff to produce an accurate, logical, and defensible final product. RCS's objective is to ensure that City staff feels confident about the data and the report and, therefore, confident in supporting the results at public hearings. The fee recommendations included in RCS' final Development Impact Fee Calculation and Nexus Report will be legally defensible, easy to understand, and supported by City staff. Our years of experience in impact fees and working with local government finance officers ensure this project will be completed successfully and on time. To provide the basis for the Development Impact Fees, the following steps would be taken by the Revenue & Cost Specialist staff, working with City staff and other consultants where necessary and appropriate: E.16.a Packet Pg. 275 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 12 Task 1: Preliminary Research Prior to any meetings, RCS will perform a field "windshield" survey to become acquainted with the physical characteristics and general improvement needs and standards of the City. We will request and review all City maps, land-use documents, and available master plans, especially the Comprehensive General Plan, before the kick-off meeting. We will review the City's history of impact fee schedules, resolutions, ordinances, and Annual and Five-Year Reports per Government Code Sections 66006 and 66001. RCS will review recent Operating Budgets, CIP Budgets, Comprehensive Annual Financial Reports, and fixed asset reports. RCS will meet and discuss the City’s planning, capital financing process, and community development standards with the City Engineer, City Planner, and other executive staff to determine the improvements that most likely will evolve from the project planning documents and be needed to support and give validity to the City's Comprehensive General Plan. Task 2: Series of Working Meetings RCS will meet with City staff responsible for each infrastructure to help identify all projects needed through theoretical build-out via the use of master plans, specific plans, and other service requirement studies. The more supporting documents we can find, the better the Study will be. The greatest support would be an engineer-prepared Master Plan. RCS will endeavor to increase the validity of available information if such a document is unavailable. RCS will request from the City all reports, master plans, specific plans, and other related reports identifying needed infrastructure. If needed, RCS can assist the City with developing project lists and supporting data. RCS will review project cost estimates and textual explanations for accuracy and completeness. RCS will identify and analyze the demand drivers specific to each infrastructure or service area. The drivers are the factors of nexus demand related to each land use and would be based on the project plans or City productivity records. These demand drivers will help determine the distribution of the benefits of nexus for, and impact of each group of projects on each of the above categories of land use. The proportional analysis is necessary to identify what burdens would be placed upon the existing and future infrastructure would be undertaken. Task 3: Draft Development Impact Fee Calculation and Nexus Report Since the Report is based on information and estimates provided by City staff, it is important that all participants are comfortable with the methodology and data presented. RCS will prepare a draft report consisting of the fee structures and the necessary relevant nexus text and report with recommended fees. This meeting will include discussions on policy issues, implementation strategies, and revenue E.16.a Packet Pg. 276 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 13 collection procedures. RCS will provide the draft report for staff consideration and distribution. Task 4: Presentation of Proposed Development Impact Fee Calculation and Nexus Report to the City Council RCS will attend the City Council meeting to discuss the report methodology and present findings, provide a formal presentation, and answer questions about those findings. RCS will have the necessary supporting documentation for the meeting and will be the primary contact to answer all questions, following up with any City Council direction with the assistance of City staff. CLIENT INPUT RCS will make every effort to advise, seek input from and, in general, explain the work as it is being performed. We depend on dedicated and engaged staff participation for a project to be completed successfully. Most of the staff participation is to attend working meetings with RCS. The City should also designate a Project Coordinator for the fee study who will: 1) Identify key City staff and coordinate the kick-off meeting(s) 2) Assist in obtaining the requested information 3) Coordinate the review of draft reports, and 4) Provide project direction if needed ONSITE MEETINGS AND VIDEO CONFERENCING MEETINGS For the project kick-off and working meetings on the same day, the City may choose to have RCS onsite or conduct the meetings through a video conferencing account. All working meetings will be through our Zoom account or a video conferencing software of the City’s choice. Our experience has determined that video conferencing is more flexible in scheduling meetings, lets City staff quickly access reports and files on their computers, and allows everyone to view and discuss the same documents at the same time. RCS plans to participate in the City Council meetings onsite at the City of Grand Terrace. E.16.a Packet Pg. 277 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 14 PROJECT SCHEDULE RCS’ references will attest that our timelines are ideal for impact fee studies. This schedule, of course, will require the cooperative participation of City staff. We will be having meetings with staff every two to three weeks and provide them with updates. Department meetings will be 30 minutes to two hours each. Development Impact Fee Study Jun 2024 Jul 2024 Aug 2024 Sep 2024 Oct 2024 Nov 2024 Land-use Database Compilation Determine Infrastructure LOS Discuss Desired Projects w. Staff Review Project Costs & Descriptions Review Demand Drivers (Nexus) Apply Nexus Distribution Factors Review Draft DIF Report with Staff Prepare Final DIF Report Present DIF Study to Council E.16.a Packet Pg. 278 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 15 REFERENCES REFERENCES – DEVELOPMENT IMPACT FEE STUDY We have recently completed similar Development Impact Fee Calculation and Nexus Report projects for the following jurisdictions. We encourage you to contact any RCS client regarding our understanding of the nature of municipalities and working relationship with city staff. Copies of recent impact fee reports can be provided upon your request. Jurisdiction Reference Contact City of Loma Linda (909) 799-2800 Jarb Thaipejr, City Manager Lorena Matarrita, Community Development, Senior Planner Completed an update to a prior RCS-conducted DIF Report and Master Facilities Plan. RCS’ Nexus Report update will raise approximately $333 million in Development Impact Fees for the City. City of El Segundo (909) 334-3414 Nick Liguori, Director of Finance Completed the City’s DIF Calculation and Nexus Report in 2022. RCS’ Nexus Report will raise approximately $300 million in Development Impact Fees for the City. City of Farmersville (559) 747-0458 Steve Huntley, Director of Finance & Administration RCS was selected in September 2020 to update the City’s Cost Allocation Plan, User Fees, and Impact Fees. City of Ontario (909) 395-2000 Derrick Womble, Administrative Officer Ontario is also a long-term RCS client, with RCS conducting its first full-infrastructure DIF Nexus Report and two major updates. The City DIF Calculation and Nexus Report supports the doubling of the size and population of the City within the Ontario Ranch Specific Plan area boosting the City’s housing by 59,000 dwelling units (150% increase) and its business square feet by 100,000,000 (71% increase). E.16.a Packet Pg. 279 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 16 CLIENTS SERVED USER FEE STUDY/COST ALLOCATION PLAN Carpentaria-Summerland Fire District Chino Valley Independent Fire District City of Alhambra City of Antioch City of Arcadia City of Atascadero City of Azusa City of Banning City of Barstow City of Bend, OR City of Beverly Hills City of Big Bear Lake City of Brea City of Buena Park City of Carlsbad City of Carmel-by-the-Sea City of Carpentaria City of Carson City of Ceres City of Chino City of Claremont City of Coachella City of Concord City of Corona City of Cotati City of Cudahy City of Desert Hot Springs City of Diamond Bar City of Dinuba City of Dublin, Ohio City of El Cajon City of El Segundo City of Elk Grove City of Eureka City of Folsom City of Fontana City of Foster City City of Fountain Valley City of Fullerton City of Glendale City of Glendora City of Goodyear, Arizona City of Hemet City of Hermosa Beach City of Hesperia City of Highland City of Huntington Beach City of Kennewick, WA City of La Canada-Flintridge City of La Habra Heights City of La Mirada USER FEE STUDY/COST ALLOCATION PLAN (continued) City of La Palma City of La Puente City of Lake Elsinore City of Lake Forest City of Lakewood City of Lancaster City of Lathrop City of Lawndale City of Lemoore City of Lincoln City of Lindsay City of Loma Linda City of Long Beach City of Los Altos City of Lynwood City of Mammoth Lakes City of Manhattan Beach City of Marina City of Menifee City of Merced City of Milpitas City of Monrovia City of Monterey City of Moreno Valley City of Morgan Hill City of Morro Bay City of Needles City of Norwalk City of Oakdale City of Oceanside City of Ontario City of Oroville City of Oxnard City of Palm Desert City of Palm Springs City of Palmdale City of Pasadena City of Peoria, AZ City of Pico Rivera City of Pismo Beach City of Pittsburg City of Pomona City of Port Hueneme City of Porterville City of Rancho Cucamonga City of Rancho Palos Verdes City of Red Bluff City of Redlands City of Rialto City of Richmond City of Ridgecrest City of Riverside USER FEE STUDY/COST ALLOCATION PLAN (continued) City of Rocklin City of Salinas City of San Clemente City of San Gabriel City of San Juan Capistrano City of San Marino City of San Rafael City of Sanger City of Santa Clarita City of Santa Monica City of Santa Paula City of Scotts Valley City of Seal Beach City of Seaside City of Selma City of Shafter City of Sierra Madre City of Simi Valley City of Solana Beach City of South Gate City of South Lake Tahoe City of South Pasadena City of Springville, UT City of Stockton City of Suisun City City of Taft City of Thousand Oaks City of Tracy City of Tulare City of Turlock City of Upland City of Villa Park City of Vista City of West Covina City of West Jordan, UT City of Westminster City of Yuba City City or Rancho Mirage Coachella Valley Assoc of Gov’t Contra Costa County County of Cobb, GA County of Contra Costa County of San Bernardino County of Tulare Imperial County Oceanside Harbor District Orange County Fire Authority Orange County Vector Control District Placer County Water Agency Riverside County Transport. Comm. San Bernardino Assoc. Gov’t E.16.a Packet Pg. 280 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 17 USER FEE STUDY/COST ALLOCATION PLAN (continued) South Jordan City, UT Town of Apple Valley Town of Los Gatos Town of Mammoth Lakes Town of Truckee Ventura County Fire District IMPACT FEE STUDY Antelope Valley Fire District Apple Valley Fire District Barstow Fire District Bridgeport Fire District Brigham City Corporation, UT Carpentaria-Summerland Fire District Chalfant Public Services (Fire) Protection District City of Alhambra City of Anaheim City of Atascadero City of Baldwin Park City of Barstow City of Big Bear Lake City of Calimesa City of Chino City of Coachella City of Colton City of Corona City of Desert Hot Springs City of Folsom City of Gilroy City of Glendale City of Gonzales City of Grand Terrace City of Greenfield City of Hemet City of Highland City of Huntington Beach City of Jurupa Valley City of King City City of Laguna Hills City of Lemoore City of Loma Linda City of Menifee City of Monterey Park City of Morgan Hill City of Murrieta City of Needles City of Newport Beach City of North Ogden, UT City of Oceanside City of Ontario City of Orange City of Oroville City of Paso Robles City of Petaluma City of Pismo Beach IMPACT FEE STUDY (continued) City of Rancho Cordova City of Reedley City of Rialto City of Riverside City of San Bernardino City of Santa Paula City of Scotts Valley City of Sedona, AZ City of Selma City of Sierra Madre City of Thousand Oaks City of Tracy City of Tulare City of Wheatland City of Whittier County of Monterey Sheriff’s Department County of San Bernardino Feather River Recreation and Park District June Lake Fire District Lake Havasu City, AZ Long Valley Fire District North Central Fire District SANBAG South Jordan City, UT South Ogden City, UT Town of Apple Valley Town of Mammoth Lakes Town of Paradise Town of Truckee Washington Terrace City, UT West Jordan City, UT Wheeler Crest Fire District ACCOUNTING PROCEDURES City of Buena Park City of Compton City of La Habra City of La Palma City of Morgan Hill City of Palmdale Commerce Redevelopment City South Gate Housing Authority ASSISTANCE TO CITY ATTORNEYS (confidential) Cohen and Berliner – Litigation Assistance Rutan and Tucker – Litigation Assistance San Diego City – Building & Safety Fee Litigation Assistance San Diego County Counsel – DIF Use Litigation Assistance CASH MANAGEMENT City of Buena Park City of Commerce City of Compton City of Palmdale La Mirada Civic Theater DATA PROCESSING City of La Palma City of Palmdale City of San Clemente City of South Gate City of Villa Park Ontario-Montclair School District LONG RANGE FINANCIAL PLAN City of Chino City of Cudahy City of Hesperia City of Lake Elsinore City of South Gate City of Turlock MASTER FACILITIES PLANS/CIPs Apple Valley Fire District Barstow Fire District Bridgeport Fire District Brigham City Corporation, UT Carpentaria-Summerland Fire District Chalfant Public Services (Fire) Protection District City of Anaheim City of Atascadero City of Barstow City of Big Bear Lake City of Calimesa City of Carpentaria City of Chino City of Corona City of Desert Hot Springs City of Folsom City of Gonzales City of Grand Terrace City of Greenfield City of Highland City of Huntington Beach City of Jurupa valley City of King City City of Lancaster City of Loma Linda City of Menifee City of Murrieta City of Needles City of Newport Beach City of Norco E.16.a Packet Pg. 281 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 18 MASTER FACILITIES PLANS/CIPs (continued) City of Ontario City of Orange City of Oroville City of Paso Robles City of Rancho Cordova City of Riverside City of San Bernardino City of Santa Paula City of Sedona, AZ City of Selma City of Tracy City of Wheatland City of Whittier June Lake Fire District Lake Havasu City, AZ Long Valley Fire District North Central Fire District North Ogden City, UT South Jordan City, UT South Ogden City, UT Town of Apple Valley Town of Mammoth Lakes Town of Paradise Town of Truckee Wheeler Crest Fire District ORGANIZATIONAL AND MANAGEMENT City of La Mirada City of South Gate City of Vista Ontario-Montclair School District UTILITY RATE STUDY City of Brea City of Chino City of El Segundo MISCELLANEOUS PROJECTS Brigham City Corporation, UT – Closed Indian School Use Conversion City of Azusa – Plan Check/Inspection Process Review City of Beverly Hills – Rent Stabilization Fee City of Colton – Electric Utilities Collection Procedural Manual City of Corona – Communications Repeater Cost Financing City of Corona – Interstate 15 Area Public Safety Facility Financing City of Fontana – General & Departmental Overhead Plan City of Garden Grove - Internal Service Fund Balance Study City of Hemet – Supplemental DIF, Public Peril Report City of Los Altos – Existing DIF Review City of Milpitas – Business License Ordinance Review City of Needles – Development Agreement Assistance City of Pico Rivera – Business License Ordinance Review City of Port Hueneme – Revenue Search Report City of Redlands – Street Sweeping Rate Study City of San Bernardino – Verdemont Area Financing Analysis MISCELLANEOUS PROJECTS (continued) City of San Clemente – Business License Review City of Santa Paula – General Plan Element City of Seaside – Hayes Housing Development Service Demands City of South Lake Tahoe – Transfer of Custody Cost Verification City of Westminster – Productivity Measurement Module Lake Havasu City, AZ – Capital Financing Plan Los Angeles Fire/Police Retirement System – Fiscal Review San Bernardino County – Special District Office Finance Review South Jordan City, UT – Business Regulation Costing Town of Windsor – Long Range Capital Financing Plan E.16.a Packet Pg. 282 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Proposal for the City of Grand Terrace, CA Page 19 PROPOSED BUDGET Revenue & Cost Specialists proposes the following project costs, which will NOT EXCEED THE AMOUNT OF $39,600. Development Impact Fee Preliminary Research 40 6,000 Identify Land-Use Build Out Land Use Database 40 6,000 Identify Current/Future Needs Schedule of Capital Costs 50 7,500 Mathematical Nexus Calculation Spreadsheets of Calculations 54 8,100 Textual Nexus Draft & Final DIF Reports 64 9,600Public Meetings Presentations (2)16 2,400 TOTAL PROJECT COST 264 $39,600 The above costs are based on a charge of $150 per hour. The billing rate for any additional work not covered by this proposal would be $200 per hour. Our proposal covers all costs except for the following additional costs that the City may incur: •Insurance coverage beyond our basic general liability and workers' compensationrequires an additional premium. RCS standard coverage includes worker’scompensation pursuant to state law, comprehensive liability Insurance with acombined single limit coverage of $2,000,000, and professional liability insurancewith a combined coverage of $2,000,000. •Report reproduction beyond one physical master copy of the final Report. •Excessive public meeting attendance. •Excessive revisions to the report once the draft report has been approved by Citystaff.RCS will submit five equal invoices for the Development Impact Fee Study, plus any miscellaneous costs from the previous paragraph. The first invoice will be submitted ten days after the start of each. Invoices will be due within 30 days of submission. E.16.a Packet Pg. 283 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 B-1 EXHIBIT “B” SPECIAL REQUIREMENTS (Superseding Contract Boilerplate) No Special requirements. E.16.a Packet Pg. 284 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 C-1 EXHIBIT “C” SCHEDULE OF COMPENSATION I.Consultant shall perform the following tasks at the following rates: Task Milestones/Deliverables Hours Cost Preliminary Research 40 $2,800 Identify Land-Use Build Out Land Use Database 40 $6,000 Identify Current/Future Needs Schedule of Capital Costs 50 $7,500 Mathematical Nexus Calculation Spreadsheets of Calculations 54 $8,100 Textual Nexus Draft & Final DIF Reports 64 $9,600 Public Meetings Presentations (2) 16 $2,400 TOTAL PROJECT COST 264 $39,600 II.The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include: A.Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate. B.Line items for all materials and equipment properly charged to the Services. C.Line items for all other approved reimbursable expenses claimed, with supporting documentation. D.Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services. III.The Consultant will submit five equal invoices for the Development Impact Fee Study, plus any miscellaneous costs from the previous paragraph. The first invoice will be submitted ten days after the start of each. Invoices will be due within 30 days of submission. IV.The total compensation for the Services shall not exceed $39,600 as provided in Section 2.1 of this Agreement. V.The Consultant’s billing rates for all personnel are $200 per hour. E.16.a Packet Pg. 285 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 01247.0006/991717.1 6/19/2024 D-1 EXHIBIT “D” SCHEDULE OF PERFORMANCE I.Consultant shall perform all Services timely in accordance with the schedule to be developed by Consultant and subject to the written approval of the Contract Officer and the City Attorney’s office. II.Consultant shall deliver the following tangible work products to the City by the following dates. Project Timeline Dates Land-use Database Compilation June 2024 Determine Infrastructure LOS June 2024 Discuss Desired Projects w/ Staff July/August 2024 Review Project Costs & Descriptions July/August 2024 Review Demand Drivers (Nexus) July/August 2024 Apply Nexus Distribution Factors September 2024 Review Draft DIF Report with Staff September 2024 Prepare Final DIF Report September/October 2024 Present DIF Study to Council November 2024 III.The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2. E.16.a Packet Pg. 286 At t a c h m e n t : R C S D I F A g r e e m e n t ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study City of Grand Terrace E.16.b Packet Pg. 287 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) T 951.587.3500 ▪ 800.755.6864 | F 951.587.3510 ▪ 888.326.6864 | 27368 Via Industria, Suite 200, Temecula, CA 92590 www.willdan.com i March 4, 2024 Mr. Luis Gardea, MPA, CBO Building Official City of Grand Terrace 22795 Barton Rd Grand Terrace, CA 92313 Re: Proposal to Conduct a Development Impact Fee Study for the City of Grand Terrace Dear Mr. Gardea: Willdan Financial Services (“Willdan”) is pleased to present this proposal to the City of Grand Terrace (“City”) to conduct a comprehensive development impact fee study. Willdan’s project approach helps to ensure the preparation of an impact fee study that will withstand technical challenges and public scrutiny. Given Willdan’s unmatched impact fee experience, we are particularly well positioned to serve the City and help achieve established long-term goals. Outlined below are the advantages and benefits that Willdan will provide to the City. Unmatched experience implementing and defending fee programs. Willdan’s impact fee staff has assisted more than 100 California government agencies with the development and/or update of all fee types and is fortunate to be in a position that will provide a tremendous benefit to the City. Each project has required def ensible documentation and thorough coordination of fee program changes for different agency departments and stakeholders within the business community. In some cases, Willdan has been required to negotiate fees with stakeholders and, on occasion, defend them in meetings and public forums. We are particularly strong in advising our clients on the advantages and disadvantages of different fee schedule structures (citywide versus multiple-fee districts/zones; more versus fewer land-use categories; etc.) and methods of fee calculation that are based on the City’s and stakeholder priorities. Impact fees also need to be developed in compliance with the Mitigation Fee Act (California Government Code Section 66000 et seq., also known as Assembly Bill 1600) so that they are defensible and transparent. We are also current on the changes to fee programs and the adoption of nexus studies resulting from AB 602, which took effect in 2022. Innovative Methodologies. As Willdan operates nationally, we possess unique experiences in numerous jurisdictions dealing with multiple challenges. Our ability to produce studies that accommodate various options and viewpoints ensures fair-minded and sensible projects. Our methodology and approach to impact fees has proven to be effective for Cities and Counties, the development community, and the public. Utilizing focus groups, with established guidelines, during the study, fully informs the development community and the public of the justification of the impact fees, and their positive effect on community growth. Best-in-class impact fee team that can work immediately to prepare an impact fee program. The Willdan team begins a project by evaluating the agency’s existing fee program, if available, and current capital planning policies and funding programs. Not all capital projects are amenable to funding from impact fee programs, and we identify sources that complement fee revenues to fully fund the capital improvement program . The team’s Principal-in-Charge James Edison and Project Manager Carlos Villarreal are well respected by our clients for their skill in proactively organizing a clear, consensus-based project approach. Successful project completion. Willdan has successfully completed many development impact fee studies, including most recently in the Cities of Murrieta, Moreno Valley, Bell Gardens, Pomona, Fountain Valley, McFarland, Riverbank, Santa Paula, Morgan Hill, Hollister, Pismo Beach, Santa Clara and the County of Riverside. These fee programs were approved by their respective Councils and Boards. We are excited about this opportunity to use our skills and expertise to serve the City of Grand Terrace. To discuss any aspect of this submittal, please contact Managing Principal James Edison, who will serve as the primary contact for this proposal, his contact information is as follows: T el#: (800) 755-6864 | Email: JEdison@Willdan.com. As a Vice President of Willdan Financial Services, I am authorized to bind the firm to the terms of this proposal, as well as the subsequent agreement. Sincerely, WILLDAN FINANCIAL SERVICES Chris Fisher Vice President / Director E.16.b Packet Pg. 288 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study ii City of Grand Terrace, CA Table of Contents Scope of Work .................................................................................................................................................................. 1 Project Understanding .......................................................................................................................................... 1 Summary of Approach .......................................................................................................................................... 2 Work Plan ............................................................................................................................................................... 5 Project Disclaimer ................................................................................................................................................. 8 Project Schedule ................................................................................................................................................... 9 Cost Proposal .................................................................................................................................................................. 12 Development Impact Fee Study ......................................................................................................................... 12 Hourly Rates ........................................................................................................................................................ 13 Qualifications and Experience .............................................................................................................................. 14 Firm Profile .......................................................................................................................................................... 14 Recent Studies .................................................................................................................................................... 15 Project Team ................................................................................................................................................................... 17 Resumes .............................................................................................................................................................. 17 James Edison, JD, MPP, MA ................................................................................................................................ 18 Carlos Villarreal, MPP ........................................................................................................................................... 20 E.16.b Packet Pg. 289 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 1 City of Grand Terrace, CA Scope of Work This section outlines Willdan Financial Services’ (“Willdan”) understanding of the situation surrounding the City of Grand Terrace’s (“City”) desire to conduct a development impact fee study, as well as identify the project objectives and discusses the background regarding public facilities financing in California. Also outlined is an overview of our impact fee project approach. Project Understanding As part of the larger financial planning effort for Grand Terrace General Plan, the City seeks to understand what the financial impacts of foreseeable future development will have on the City’s public services and infrastructure, and to identify potential gaps in funding for those necessary improvements. The City desires to update impact fees to ensure a fair and reasonable fee structure, while meeting the requirements of the California Mitigation Fee Act (California Government Code 66000 et seq). The resulting fees will fund new development’s share of planned facilities, while not overburdening development with unnecessary costs. Listed below are the development impact fees that will be included in this study: ▪ Storm Drainage Fund (Existing) ▪ General Facilities Fund (Existing) ▪ Parkland and Open Space Acquisition Fund (Existing) ▪ Traffic Signal Improvement Fees (Existing) ▪ Arterial Improvement Fees (Existing) ▪ Operational Improvement Fees (Existing) ▪ Regional Fee (New) ▪ Library Fee (New) ▪ Law Enforcement/Police Fee (New) Project Objectives The objective of this project is to update development impact fees pursuant to State law. To accomplish this objective, this study will: ▪ Develop a technically defensible fee justification, based on the reasonable relationship and deferential review standards; ▪ Review and facility standards, capital facilities plans and costs, and development and growth assumptions; ▪ Provide a schedule of maximum-justified fees by land use category; and ▪ Provide comprehensive documentation of assumptions, methodologies, and results, including findings required by the Mitigation Fee Act. Public Facilities Financing in California The changing fiscal landscape in California during the past 40 years has steadily undercut the financial capacity of local governments to fund infrastructure. Four dominant trends stand out: 1. The passage of a string of tax limitation measures starting with Proposition 13 in 1978 and continuing through the passage of Proposition 218 in 1996; 2. Declining popular support for bond measures to finance infrastructure for the next generation of residents and businesses; 3. Steep reductions in Federal and State assistance; and 4. Permanent shifting by the State of local tax resources to the State General Fund to offset deficit spending brought on by recessions. Faced with these trends, many cities and counties have had to adopt a policy of "growth pays its own way." This policy shifts the burden of funding infrastructure expansion from existing rate and taxpayers onto new development. This funding shift has been accomplished primarily through the imposition of assessments, special taxes, and development impact fees, also known as public facilities fees. Assessments and special taxes require approval of property owners or registered voters and are appropriate when the funded facilities are directly related to the developing property. Development impact fees, on the other hand, are an appropriate funding source for facilities that benefit development jurisdiction-wide. Development fees need only a majority vote of the legislative body for adoption. E.16.b Packet Pg. 290 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 2 City of Grand Terrace, CA Summary of Approach Willdan’s methodology for calculating public facilities fees is both simple and flexible. Simplicity is important so that the development community and the public can easily understand the justification for the fee program. At the same time, we use our expertise to reasonably ensure that the program is technically defensible. Flexibility is important, so we can tailor our approach to the available data, and the agency’s policy objectives. Our understanding of the technical standards established by statutes and case law suggests that a range of approaches are technically defensible. Consequently, we can address policy objectives related to the fee program, such as economic development and affordable housing. Flexibility also enables us to avoid excessive engineering costs associated with detailed facility planning. We calculate the maximum justifiable impact fee and provide flexibility for the agency to adopt fees up to that amount. Development impact fees are calculated to fund the cost of facilities required to accommodate growth. The four steps followed in an impact fee study include: ▪ Estimate existing development and future growth: Identify a base year for existing development and a growth forecast that reflects increased demand for public facilities; ▪ Identify facility standards: Determine the facility standards used to plan for new and expanded facilities; ▪ Determine facilities required to serve new development and their costs: Estimate the total amount and cost of planned facilities, and identify the share required to accommodate new development; and ▪ Calculate fee schedule: Allocate facilities costs per unit of new development to calculate the public facilities fee schedule. We discuss key aspects of our approach to each of these steps in the subsections that follow. Growth Projections In most cases, we recommend use of long-range market-based projections of new development. By “long-range” we suggest 20 to 30 years to: capture the total demand often associated with major public facility investments; and support analysis of debt financing, if needed. In contrast to build out projections, market -based projections provide a more realistic estimate of development across all land uses. Build out projections typically overestimate commercial and industrial development because of the oversupply of these land uses relative to residential development. Facility Standards The key public policy issue in development impact fee studies is the identification of facility standards (second bullet above). Facility standards document a reasonable relationship between new development and the need for new facilities. Standards ensure that new development does not fund deficiencies associated with existing development. Our approach recognizes three separate components of facility standards: 1. Demand standards determine the amount of facilities required to accommodate growth. Examples include park acres per thousand residents, square feet of library space per capita, or gallons of water per day. Demand standards may also reflect a level of service such as the vehicles-to-capacity (V/C) ratio used in traffic planning; 2. Design standards determine how a facility should be designed to meet expected demand, for example park improvement requirements and technology infrastructure for office space. Design standards are typically not explicitly evaluated as part of an impact fee analysis but ca n have a significant impact on the cost of facilities. Our approach incorporates current facility design standards into the fee program to reflect the increasing construction cost of public facilities; and 3. Cost standards are an alternate method for determining the amount of facilities required to accommodate growth based on facility costs per unit of demand. Cost standards are useful when demand standards were not explicitly developed for the facility planning process. Cost standards also enable different types of facilities to be analyzed based on a single measure (cost or value), useful when disparate facilities are funded by a single fee program. Examples include facility costs per capita, per vehicle trip , or cost per gallon of water per day. Identifying New Development Facility Needs and Costs We can take several different approaches to identify facility needs and costs to serve new development. Typically, this is a two-step process: 1) identify total facility needs; and 2) allocate to new development its fair share of those needs. Total facility needs are often identified through a master facility planning process that typically takes place concurrent with or prior to conducting the fee study. Engineered facility plans ar e particularly important in the areas of traffic, water, sewer, and storm drain due to the specialized technical analysis required to identify facility needs. E.16.b Packet Pg. 291 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 3 City of Grand Terrace, CA There are three common methods for determining new development’s fair shar e of planned facilities costs: 1) the existing inventory method; 2) the planned facilities method; and 3) the system plan method. Often the method selected depends on the degree to which the community has engaged in comprehensive facility master planning to identify facility needs. The formula used by each approach and the advantages and disadvantages of each method is summarized as follows: Existing Inventory Method The existing inventory method allocates costs based on the ratio of existing facilities to demand from existing development as follows: Current Value of Existing Facilities = $/unit of demand Existing Development Demand Under this method new development funds the expansion of facilities at the same standard currently serving existing development. By definition, the existing inventory method results in no facility deficiencies attributable to existing development. This method is often used when a long-range plan for new facilities is not available. Only the initial facilities to be funded with fees are identified in the fee study. Future facilities to serve growth are identified through an annual Capital Improvement Plan (CIP) and budget process, possibly after completion of a new facility master plan. Planned Facilities Method The planned facilities method allocates costs based on the ratio of planned facility costs to demand from new development as follows: Cost of Planned Facilities = $/unit of demand New Development Demand This method is appropriate when specific planned facilities can be identified that only benefit new development. Examples include street improvements to avoid deficient levels of service or a sewer trunk line extension to a previously undeveloped area. This method is appropriate when planned facilities would not serve existing development. Under this method new development funds the expansion of facilities at the standards used for the master facility plan. System Plan Method This method calculates the fee based on the ratio of the value of existing facilities plus the cost of planned facilities divided by demand from existing plus new development: Value of Existing Facilities + Cost of Planned Facilities = $/unit of demand Existing + New Development Demand This method is useful when planned facilities need to be analyzed as part of a system that benefits both existing and new development. It is difficult, for example, to allocate a new fire station solely to new development when that station will operate as part of an integrated system of fire stations that work together to achieve the desired level of service. Police substations, civic centers, and regional parks are examples of similar facilities. The system plan method ensures that new development does not pay for existing deficiencies. Often, facility standards based on policies such as those found in General Plans are higher than existing facility standards. This method enables the calculation of the existing deficiency required to bring existing development up to the policy - based standard. The local agency must secure non-fee funding for that portion of planned facilities, required to correct the deficiency, to ensure that new development receives the level of service funded by the impact fee. Calculating the Fee Schedule At its simplest, the fee schedule uses the cost per unit of demand discussed in the last subsection to generate the fee schedule. This unit cost is multiplied by the demand associated with a new development project to calculate the fee for that project. The fee schedule uses different demand measures by land use category to provide a reasonable relationship between the type of development and the amount of the fee. We are familiar with a wide range of methods for identifying appropriate land use categories and demand measures depending on the particular study. E.16.b Packet Pg. 292 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 4 City of Grand Terrace, CA Related Approach Issues Funding and Financing Strategies In our experience, one of the most common problems with impact fee programs and with many CIPs is that the program or plan is not financially constrained to anticipated revenues. The result is a “wish list” of projects that generate community expectations that often cannot be fulfilled. Our approach is to integrate the impact fee program into the local agency’s existing CIPs while encouraging those plans to be financially constrained to available resources. We clearly state the cost of correcting existing d eficiencies, if any, to document the relationship between the fee program and the need for additional non-fee funding. We can also address one of the most significant drawbacks of an impact fee program – the inability to support conventional public debt financing, so projects can be built before all fee revenues have been received. In collaboration with financial advisors and underwriters, we have developed specific underwriting criteria so that fees can be used to pay back borrowing if another source of credit exists. Typically, this approach involves the use of Certificates of Participation or revenue bonds that are calib rated so that they can be fully repaid using impact fee revenues. Economic Development Concerns The development community often is concerned that fees and other exactions will become too high for development to be financially feasible under current market conditions. Local agencies have several strategies to address this concern, including: ▪ Conducting an analysis of the total burden placed on development, by exactions, to see if feasibility may be compromised by the proposed fees; ▪ Gathering similar data on the total fee burden imposed by neighboring or competing jurisdictions; ▪ Developing a plan for phasing in the fees over several years to enable the real estate market to adjust; ▪ Providing options for developers to finance impact fees through assessment s and other types of financing districts; and ▪ Imposing less than the maximum justified fee. If less than the maximum justified fee is imposed, we will work with staff to identify alternative revenues sources for the CIP. The CIP should remain financially feasible to maintain realistic expectations among developers, policy - makers, and the public. Stakeholder Participation Stakeholder participation throughout the study supports a successful adoption process. Our approach is to create consensus first around the need for facilities based on agreed upon facility standards. Second, we seek consensus around a feasible funding strategy for these needs, leading to an appropriate role for impact fees. Gaining consensus among various groups requires a balanced discussion of both economic development and community service objectives. Often, our approach includes formation of an advisory committee to promote outreach to and input from the development community and other stakeholders. We have extensive experience facilitating meetings to explain the program and gain input. Program Implementation Fee programs require a certain level of administrative support for successful implementation. Our final report will include recommendations for appropriate procedures, such as: ▪ Regularly updating development forecasts; ▪ Regularly updating fees for capital project cost inflation; ▪ Regularly updating capital facility needs based on changing demands; ▪ Developing procedures for developer credits and reimbursements; and ▪ Including an administrative charge in the fee program. E.16.b Packet Pg. 293 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 5 City of Grand Terrace, CA Work Plan Willdan will work with the City to update its impact fees consistent with the Mitigation Fee Act and other relevant laws. We want to ensure that our scope of services is responsive to the City’s needs and specific local circumstances. We will work with the City to revise our proposed scope based on input prior to approval of a contract, and as needed during the course of the study. Listed below are the development impact fees that will be included in this study: ▪ Storm Drainage Fund (Existing) ▪ General Facilities Fund (Existing) ▪ Parkland and Open Space Acquisition Fund (Existing) ▪ Traffic Signal Improvement Fees (Existing) ▪ Arterial Improvement Fees (Existing) ▪ Operational Improvement Fees (Existing) ▪ Regional Fee (New) ▪ Library Fee (New) ▪ Law Enforcement/Police Fee (New) Task 1: Identify Policy Issues Objective: Identify and discuss potential policy issues raised by the study. Kick-off meeting with staff to review data needs, policy issues, and schedule. Description: Review agency documents related to existing capital planning policies and funding programs including existing impact fees. Bring policy issues to City staff’s attention, as appropriate, during the project and seek guidance prior to proceeding. Potential policy issues include: ▪ Changes in implementation resulting from AB 602; ▪ Changes in approach and nexus findings necessary to comply with AB 602; ▪ Potential new impact fees for consideration ▪ Adequacy of General Plan and other public facility planning policies (e.g., level of service standards); impact fee ordinances and resolutions, and prior nexus studies; ▪ Availability of existing public facility master plans and CIPs to identify needed facilities; ▪ Types of facilities to be funded by each fee; ▪ Land use categories for imposition of fees; ▪ Nexus approach to determining facility standards; ▪ Nexus approach to allocating cost burden among land uses, including need for separate fee zones; ▪ Potential alternative funding sources, if needed; ▪ Funding existing deficiencies, if identified; and ▪ Implementation concerns and strategies. Deliverables: (1) Information requests; and (2) revised project scope and schedule (if needed). Task 2: Identify Existing Development and Future Growth Objective: (1) Identify estimates of existing levels of development; and (2) identify a projection of future growth consistent with current planning policy. Description: Identify base year for estimating existing levels of development and for calculating facility standards based on existing facility inventories (see Task 3). Include entitled development that would be exempt from fee program. Consult with City staff to identify growth projections to a defined long-range planning horizon (10 to 30 years). Projections provide a basis for determining the facilities needed to accommodate growth (see Task 4). Consider projections from regional metropolitan planning agencies and other available sources - City staff to provide estimates and projections by zone if needed. Develop approach for converting land use data to measure of facility demand. For example, identify population and employment density factors to convert population and employment estimates to dwelling units and building square footage. Select appropriate approach for each impact fee based on: ▪ Available local data on facility demand by land use category; ▪ Approaches used by other agencies; and ▪ Support for other agency policy objectives. E.16.b Packet Pg. 294 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 6 City of Grand Terrace, CA Changes to estimates and projections during subsequent tasks could cause unanticipated effort and require an amendment to the scope of services and budget. Obtain approval of estimates and projections from City staff prior to proceeding. Task 3: Determine Facility Standards Note: Conduct Tasks 3, 4, and 5 separately for each intended facility and fee type. Conduct tasks concurrently because of the effect of facility standards (Task 3), facility needs (Task 4), and alternative funding (Task 5) on the fee calculation. Objective: Determine standards to identify facilities required to accommodate growth. Description: Identify and evaluate possible facility standards depending upon the facility type, current facility inventory data, and available facility planning documents. Consider use of: (1) adopted policy standards (e.g., General Plan, master facility plans); (2) s tandards derived from existing facility inventories; or (3) standards derived from a list of planned facility projects. City staff to provide policies, inventories, and project lists. Willdan will work with the City to identify additional costs that might be eligible for funding by the DIF. Task 4: Determine Facilities Needs and Costs Objective: Identify the type, amount and cost of facilities required to accommodate growth and correct deficiencies, if any. Description: Quantify total planned facilities based on growth projection from Task 2 and facility standards from Task 3. Express planned facilities in general quantities such as acres of parkland, or as a specific list of capital projects from a master facility plan. Location of planned facilities may or may not be specified. If only a general description of planned facilities is available through the planning horizon, City staff to provide a list of specific capital projects for use of fee revenues during the short term (e.g., five years). Distinguish between: (1) facilities needed to serve growth (that can be funded by impact fees); and (2) facilities needed to correct existing deficiencies (that cannot be funded by impact fees). Use one of three cost allocation methods (existing inventory, system plan, or planned facilities). Gather planning-level data on new facilities costs based on lump sum project cost estimates, or unit costs and project quantities (acres, building square feet, lane miles, etc.). Consider recent City experience, local market data such as land transactions, and consultant team experience from prior projects. Inflate older cost estimates to base year using appropriate cost indices. The revised facility costs will form the basis of the capital improvement program needed for compliance with AB 602. This scope of work does not include additional engineering analysis, including traffic engineering, to identify total facility needs, existing deficiencies, or cost estimates. Any such engineering/design work can be provided under a separate contract with Willdan Engineering or a third party. However, Willdan can use rough descriptions and comparables to calculate a reasonable cost estimate sufficient for use in the DIF study. Task 5: Identify Funding and Financing Alternatives Objective: Determine the extent of alternative (non-fee) funding available for new facilities. Description: If impact fees are going to only partially fund a capital project, the Mitigation Fee Act requires the agency report on the anticipated source and timing of the additional funding every five years. There are two types of alternative funding sources that we will identify: 1. Funding from non-impact fee sources to correct existing deficiencies; and 2. Funding from new development other than impact fees that must be credited against new development’s impact fee contributions, possibly including taxes paid to finance facilities. Identify anticipated alternative funding based on information from City staff or note that funds are still to be identified based on a list of probable funding alternatives. If fees will fund debt service include financing costs in the total cost of facilities. Assume facilities to be funded predominantly on a pay-as-you-go basis. Scope does not include a cash flow analysis to analyze effect of timing of fee revenues on financing costs. E.16.b Packet Pg. 295 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 7 City of Grand Terrace, CA Task 6: Comparison Analysis Objective: Provide a comparison of the current and proposed impact fees to those of comparable/surrounding jurisdictions in San Bernardino County and an assessment of the effect of fees on development feasibility. Description: Willdan will compare a total of four San Bernardino County jurisdictions to be selected by the City. Willdan will also provide an assessment of the effect of the fees on project feasibility, typically using a ratio calculation to development value compared to industry benchmarks. Typically, Willdan prepares an analysis of fees charged to a series of prototype developments (such as residential, retail, etc.) to provide an “apples to apples” comparison, but the exact methodology will be determined in consultation with the City. This comparison will be limited to four other jurisdictions. Task 7: Calculate Fees and Prepare Report Objective: Provide technically defensible fee report that comprehensively documents project assumptions, methodologies, and results. Description: Generate fee schedule to apportion facility costs to individual development projects. Use facility costs per unit of demand multiplied by demand by land use category based on data developed in prior tasks. Prepare draft report tables for City staff to review, that document each step of the analysis, including schedule of maximum justified fees by facility type land use category and all other requirements of the Mitigation Fee Act. Following one (1) round of comments from City staff on the quantitative analysis and fee schedules, prepare administrative draft report. Following one (1) round of comments on administrative draft, prepare public draft for presentation to interested parties, the public and elected officials. This public review draft will be presented and public stakeholder meetings and at a Council informational session. Prepare final report, if necessary, based on comments received on the public draft report. If requested, post the report on our website for public access. Note that as of January 2022, the Nexus study is adopted separately from the fees, and with a 30-day notice. Fees will be calculating residential land uses in compliance with AB 602. Provide legal counsel with copies of fee resolutions and ordinances used by other jurisdictions. Deliverables: If necessary, we will provide up to two (2) bound copies of the draft report, one (1) unbound copy, one (1) Microsoft Word copy; and up to two (2) bound copies of the final report. Task 8: Prepare Impact Fee Schedule Calculation Tool Objective: Provide interactive tool that will ensure predictable and intuitive fees that are easily accessible and understandable to customers interested in calculating fees on their own for a particular type of project . Description: Create impact fee calculator in Microsoft Excel that can be used by City staff and developers to calculate impact fees associated with a development project. The tool will have an input page that allows a user to identify project characteristics that drive the fee calculation. Results will be displayed by impact fee category and will be summarized in terms of the total amount due. Deliverables: Microsoft Excel impact fee calculator model. Task 9: Meetings Objective: The project manager or other necessary Willdan staff will attend project meetings. A member of the Impact Fee project team will attend up to four (4) in-person meetings and presentations throughout the City’s engagement. Phone conferences are not considered meetings for the purposes of this scope. Optional: Optional stakeholder and Council meetings may be requested by the City. E.16.b Packet Pg. 296 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 8 City of Grand Terrace, CA Staff Support To complete our tasks, we will need the cooperation of City of Grand Terrace staff. We suggest that the City assign a key individual to represent the City as the project manager who can function as our primary contact. We anticipate that the City’s project manager will: ▪ Coordinate responses to requests for information; ▪ Coordinate review of work products; and ▪ Help resolve policy issues. Willdan will rely on the validity and accuracy of the City’s data and documentation to complete the analysis. Willdan will rely on the data as being accurate without performing an independent verification of accuracy and will not be responsible for any errors that result from inaccurate data provided by the client or a third party. Project Disclaimer The City of Grand Terrace further represents, acknowledges, and agrees that: (i) The City uses, or may use, the services of one or more municipal advisors registered with the U.S. Securities and Exchange Commission (“SEC”) to advise it in connection with municipal financial products and the issuance of municipal securities; (ii) The City is not looking to Willdan to provide, and City shall not otherwise request or require Willdan to provide, any advice or recommendations with respect to municipal financial products or the issuance of municipal securities (including any advice or recommendations with respect to the structure, timing, terms, and other similar matters concerning such financial products or issues); (iii) The provisions of this proposal and the services to be provided hereunder as outlined in the scope of services are not intended (and shall not be construed) to constitute or include any municipal advisory services within the meaning of Section 15B of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”), and the rules and regulations adopted thereunder; (iv) For the avoidance of doubt and without limiting the foregoing, in connection with any revenue projections, cash - flow analyses, feasibility studies and/or other analyses Willdan may provide the City with respect to financial, economic or other matters relating to a prospective, new or existing issuance of municipal securities of the City, (A) any such projections, studies and analyses shall be based upon assumptions, opinions or views (including, without limitation, any assumptions related to revenue growth) established by the City, in conjunction with such of its municipal, financial, legal and other advisers as it deems appropriate; and (B) under no circumstances shall Willdan be asked to provide, nor shall it provide, any advice or recommendations or subjective assumptions, opinions or views with respect to the actual or proposed structure, terms, timing, pricing or other similar matters with respect to any municipal financial products or municipal securities issuances, including any revisions or amendments thereto; and (v) Notwithstanding all of the foregoing, the City recognizes that interpretive guidance regarding municipal advisory activities is currently quite limited and is likely to evolve and develop during the term of the potential engagement and, to that end, the City will work with Willdan throughout the term of the potential Agreement to ensure that the Agreement and the services to be provided by Willdan hereunder, is interpreted by the parties, and if necessary amended, in a manner intended to ensure that the City is not asking Willdan to provide, and Willdan is not in fact providing or required to provide, any municipal advisory services. E.16.b Packet Pg. 297 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 9 City of Grand Terrace, CA Project Schedule Willdan anticipates time is of the essence for the City to begin this engagement. Typically, an impact fee study requires approximately six to seven months from notice to proceed to adoption. The proposed schedule can only be met with the cooperation of City staff. Delays in responding to our requests for data and review will result in corresponding delays to the project schedule. If that is the case, we will notify the City immediately of the possible impact on the schedule. Scope of Services 4 11 18 25 1 8 15 22 29 6 13 20 27 3 10 17 24 1 8 15 22 29 5 12 19 26 1 8 15 22 29 Task 1: Identify & Consider Fee Categories & Policy Issues z1 Task 2: Identify Existing Development and Future Growth z 2 Task 3: Determine Facility Standards z3 Task 4: Determine Facilities Needs and Costs z4 Task 5: Identify Funding and Financing Alternatives z5 Task 6: Comparison Analysis Task 7: Calculate Fees and Prepare Report z6 Task 8: Prepare Impact Fee Schedule Calculation Tool Task 9: Meetings z7 Deliverables: z2: Development Growth Projections (table format)z 6: Draft Fee Tables & Text z3: Project List z 7: Administrative/Public Draft Report(s), Final Nexus Report, Slide Presentation City of Grand Terrace Development Impact Fee Study Project Schedule September z1: Information Request, Meeting Agenda, Revised Schedule, Summary of Policy Decisions z 4: Cost Estimates for Identified Facilities z 5: Fee Comparison AugustMarchAprilMayJuneJuly E.16.b Packet Pg. 298 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 10 City of Grand Terrace, CA Quality Control Procedures Project Management Approach At Willdan, we utilize a Project Management Process/Approach that ensures projects are completed on time, within budget and most importantly yield results that match our clients’ expectations. We will document discussions leading to important policy decisions and/or the choice of critical assumptions used in constructing the analysis and model. Following key stakeholder discussions, we will schedule a call to summarize findings and direction with City staff, to make certain that we are in agreement with stated objectives, and that feedback is incorporated as appropriate. Through the process of providing regular updates and conducting status conference calls, potential issues will be highlighted, discussed, and resolved. Any deviances from the project timeline will be identified and plans will be developed for course corrections. If necessary, changes in approach or strategy will be discussed with City staff, to meet the needs of the City of Grand Terrace. In doing this, we will ensure the project stays on track and evolves, based upon current thinking and outside dynamics. Project Management Define the Project Plan the Project Manage the Project Review the Project Communicate the Project ▪ Identify the project scope, set objectives, list potential constraints, document assumptions. ▪ Define a course of action and develop an effective communication plan. ▪ Provide a forum for applying the team’s collective expertise to solving difficult analytical issues that arise in complex projects. ▪ Collaborate with the project team and client staff and agree upon timeline to meet the estimated project timeline. ▪ Assign workload functions to appropriately qualified staff to ensure milestones are met, on time. ▪ Pre-schedule quality control meetings with project team to maintain the progressive motion of the project. ▪ Manage the execution of the project. ▪ Direct existing and upcoming project tasks. ▪ Control and monitor work in progress. ▪ Provide feedback to client and project team. ▪ Identify and resolve deviances from project timeline. ▪ Review all work product and deliverables. ▪ Utilize structured quality assurance process involving up to three levels of review at the peer level, project manager level. ▪ Procure executive officer level review. ▪ Communicate with the client regarding work status and progress. ▪ Ensure client is in receipt of regular status updates. ▪ Schedule regular conference calls to touch base. ▪ Inform client of roadblocks, work outside of projected scope. E.16.b Packet Pg. 299 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 11 City of Grand Terrace, CA Quality Assurance / Quality Control Process Our quality control program is incorporated as a required element of Willdan’s day -to-day activities. There are three levels of reviews incorporated for our deliverables: 1) Peer review; 2) Project Manager review; and 3) Final quality assurance manager review. Peer reviews involve one analyst reviewing the work of another, while project manager reviews are conducted prior to delivery to the quality assurance manager. The quality assurance manager then performs a final review. This assures that our final product has been thoroughly evaluated for potential errors; thus, providing quality client deliverables, and high levels of integrity and outcomes. The primary mission of our quality control plan is to provide staff with the technical and managerial expertise to plan, organize, implement, and control the overall quality effort, thereby ensuring the completion of a quality project within the time and budget established. Quality Assurance Goals Goal Lead Task Quality Assurance / Control Process James Edison ▪ Establish a set of planned and systematic actions for maintaining a high level of quality in the professional services performed; ▪ Emphasize quality in every phase of work; ▪ Ensure efficient use of resources; ▪ Establish a consistent and uniform approach to the services performed; and ▪ Implement appropriate quality control measures for each work task of the project. Quality Control Plan James Edison; Carlos Villareal ▪ Contract deliverables; ▪ Specific quality control procedures; ▪ Special quality control emphasis; ▪ Budget and manpower requirements; ▪ Overall project schedule and budget; and ▪ Project documentation requirements. E.16.b Packet Pg. 300 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 12 City of Grand Terrace, CA Cost Proposal Development Impact Fee Study Based upon the scope of work identified herein, Willdan proposes a fixed fee of $69,000 for the City’s Development Impact Fee Study. The table below provides a breakdown of the proposed fee by task and team member. Notes Please note the following: ▪ The fee denoted above includes attendance at up to four in-person meetings with City staff, stakeholders, and City Council. Attendance at more than four meetings and/or presentations will be billed at our current hourly rates, provided below, and actual expenses. ▪ Comprehensive written responses to resolve conflicts or preparation of more than one set of major revisions to the draft report, will be classified as Additional Services, and may require additional billing at hourly rates stated in the hourly rate schedule listed below. These additional fees shall only take effect once the fixed fee stated above has been exceeded. ▪ Our fixed fee includes all direct expenses associated with the project. ▪ We will invoice the City monthly based on percentage of project completed. ▪ City shall reimburse Willdan for any costs Willdan incurs, including without limitation, copying costs, digitizing costs, travel expenses, employee time and attorneys' fees, to respond to the legal process of any governmental agency relating to City or relating to the project. Reimbursement shall be at Willdan 's rates in effect at the time of such response. ▪ Optional/Additional Services beyond the listed Scope of Services may be authorized by the City and will be billed at our then-current hourly overhead consulting rates. J. Edison Principal-in- Charge C. Villarreal Project Manager Total $ 240 $ 210 Hours Cost Scope of Services Task 1: Identify & Consider Fee Categories & Policy Issues 8.0 44.0 52.0 11,160$ Task 2: Identify Existing Development and Future Growth 10.0 24.0 34.0 7,440 Task 3: Determine Facility Standards 12.0 28.0 40.0 8,760 Task 4: Determine Facilities Needs and Costs 10.0 24.0 34.0 7,440 Task 5: Identify Funding and Financing Alternatives 10.0 24.0 34.0 7,440 Task 6: Comparison Analysis 10.0 22.0 32.0 7,020 Task 7: Calculate Fees and Prepare Report 10.0 20.0 30.0 6,600 Task 8: Impact Fee Schedule Calculation Tool 4.0 18.0 22.0 4,740 Task 9: Meetings 14.0 24.0 38.0 8,400 Total – Development Impact Fee Study 88.0 228.0 316.0 69,000$ City of Grand Terrace Development Impact Fee Study Fee Proposal E.16.b Packet Pg. 301 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 13 City of Grand Terrace, CA Hourly Rates Provided below is Willdan’s hourly rate table identifying current hourly rates for additional or optional services. Willdan Financial Services Hourly Rate Schedule Position Team Member Hourly Rate Vice President/Director $250 Managing Principal James Edison $240 Principal Consultant Carlos Villarreal $210 Senior Project Manager $185 Project Manager $165 Senior Project Analyst $135 Senior Analyst $125 Analyst II $110 Analyst I $100 E.16.b Packet Pg. 302 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 14 City of Grand Terrace, CA Qualifications and Experience Firm Profile Willdan Financial Services is an operating division within Willdan Group, Inc. (WGI), which was founded in 1964 as an engineering firm working with local governments. Today, WGI is a publicly traded company (WLDN). WGI, through its divisions, provides professional technical and consulting services that ensure the quality, value and security of our nation’s infrastructure, systems, facilities, and environment. The firm has pursued two primary service objectives since its inception—ensuring the success of its clients and enhancing its surrounding communities. A financially stable company, Willdan has approximately 1,500 employees working in more than a dozen states across the U.S. Our employees include a number of nationally recognized Subject Matter Experts for all areas related to the broadest definition of connected communities—including a team who will be committed to contribute their expertise throughout the duration of the City of Grand Terrace’s Development Impact Fee Study engagement. Willdan has solved economic, engineering and energy challenges for local communities and delivered industry - leading solutions that have transformed government and commerce. Today, we are leading our clients into a future accelerated by a change in resources, infrastructure, technology, regulations, and industry trends. Willdan Financial Services Established on June 24, 1988, Willdan Financial Services, is a national firm and is one of the largest public sector economic and financial analysis consulting firms in the United States. Since that time, we have helped over 800 public agencies successfully address a broad range of infrastructure challenges. Our staff of nearly 80 professionals support our clients by conducting year-round workshops and on-site training to assist them in keeping current with the latest developments in our areas of expertise. Willdan assists local public agencies by providing the following services: Willdan Financial Services Services ▪ User fee studies; ▪ Cost allocation studies; ▪ Utility rate and cost of service studies; ▪ Real estate economic analysis; ▪ Feasibility studies; ▪ Municipal Advisory; ▪ Arbitrage and Continuing Disclosure Services; ▪ Economic development strategic plans; ▪ Development impact fee establishment and analysis; ▪ District Administration Services; ▪ Property tax audits; ▪ Tax increment finance district formation and amendment; ▪ Housing development and implementation strategies; ▪ Debt issuance support; and ▪ Long-term financial plans and cash flow modeling. In the past five years Willdan has conducted over 125 Impact Fee Studies E.16.b Packet Pg. 303 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 15 City of Grand Terrace, CA Recent Studies The following table lists Willdan’s development impact fee clientele that have utilized our services in the past. Willdan Financial Services Development Impact Fee Experience Partial Client List City of Alameda, CA City of Parkland, FL City of Antioch, CA City of Petaluma, CA City of Arcadia, CA City of Pismo Beach, CA City of Artesia, CA City of Pittsburg, CA City of Bakersfield, CA City of Pleasant Hill, CA City of Banning, CA City of Pomona, CA City of Bell Gardens, CA City of Rancho Mirage, CA City of Bellflower, CA City of Redwood City, CA City of Brea, CA City of Rialto, CA City of Calexico, CA City of Richmond, CA City of Calimesa, CA City of Rio Rancho, NM City of Carpinteria, CA City of Riverbank, CA City of Chino Hills, CA City of Rolling Hills Estates, CA City of Clovis, CA City of Rosemead, CA City of Coachella, CA City of San Carlos, CA City of Commerce, CA City of San Fernando, CA City of Compton, CA City of San Jacinto, CA City of Corona, CA City of San Marcos, CA City of Covina, CA City of San Ramon, CA City of Cudahy, CA City of Santa Clara, CA City of Dixon, CA City of Sebastopol, CA City of Dublin, CA City of Selma, CA City of El Monte, CA City of Sierra Madre, CA City of El Segundo, CA City of Soledad, CA City of Emeryville, CA City of South Gate, CA City of Fillmore, CA City of South San Francisco, CA City of Fountain Valley, CA City of St. Helena, CA City of Fremont, CA City of Tehachapi, CA City of Garden Grove, CA City of Thousand Oaks, CA City of Gilroy, CA City of Tracy, CA City of Gonzales, CA City of Upland, CA City of Goose Creek, SC City of Visalia, CA City of Guadalupe, CA City of Wasco, CA City of Greenfield, CA Coachella Valley Association of Governments, CA City of Grover Beach, CA Contra Costa Fire Protection District, CA E.16.b Packet Pg. 304 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 16 City of Grand Terrace, CA Willdan Financial Services Development Impact Fee Experience Partial Client List City of Hawthorne, CA County of Clay, FL City of Healdsburg, CA County of Kern, CA City of Hercules, CA County of Kings, CA City of Hollister, CA County of Los Angeles, CA City of Huntington Beach, CA County of Madera, CA City of Huntington Park, CA County of Merced, CA City of Indian Wells, CA County of Placer, CA City of Irwindale, CA County of Riverside, CA City of Kingsburg, CA County of Sacramento, CA City of La Mesa, CA County of San Benito, CA City of La Verne, CA County of San Diego, CA City of Las Cruces, NM County of San Joaquin, CA City of Lake Elsinore, CA County of San Luis Obispo, CA City of Lake Forest, CA County of Santa Barbara, CA City of Lancaster, CA County of Solano, CA City of Lawndale, CA County of Sonoma, CA City of Livermore, CA County of Stanislaus, CA City of Long Beach, CA County of Tulare, CA City of McFarland, CA County of Yolo, CA City of Madera, CA East Contra Costa Fire Protection District, CA City of Manteca, CA Kern Council of Governments, CA City of Menifee, CA Nevada County Consolidated Fire District, CA City of Moreno Valley, CA Rodeo-Hercules Fire Protection District, CA City of Morgan Hill, CA San Gorgonio Memorial Healthcare District, CA City of Mountain View, CA Stanislaus Council of Governments, CA City of Murrieta, CA Tehachapi Valley Rec. & Park District, CA City of Newport Beach, CA Town of Mead, CO City of Oroville, CA Town of Windsor, CA City of Pacifica, CA Tulare County Association of Governments, CA City of Patterson, CA Village of Taos Ski Valley, NM E.16.b Packet Pg. 305 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 17 City of Grand Terrace, CA Project Team Our management and supervision philosophy for the project team is very simple: staff every position in sufficient numbers with experienced personnel to deliver a superior product and convey results to decision makers in meetings, on time and on budget. With that philosophy in mind, we have selected experienced professionals for the City’s engagement. We are confident that our team possesses the depth of experience that will successfully fulfill the desired work performance. City of Grand Terrace | Project Team Key Team Member Project Role Responsibility to the Engagement James Edison, JD, MPP Managing Principal Principal-in-Charge ▪ Ensure client satisfaction, flow of communication, and management of the project ▪ Technical guidance ▪ Project oversight ▪ Quality assurance & control, and ▪ Meeting and presentation attendance Carlos Villarreal, MPP Principal Consultant Project Manager ▪ Collect, interpret, and disseminate key data ▪ Day to day contact ▪ Production of key elements of the analyses ▪ Model development ▪ Report preparation, and ▪ Meeting and presentation attendance Proven Professionals The Team’s quality is often as important as the consulting firm’s reputation. Willdan is known for its personal, customized service. Our team will work with the City’s professional staff to provide the long‐term service, that is our prime goal. Community Investment Much of our success in developing impactful programs and studies is due to our experiences in meeting with citizen / stakeholder groups and elected officials. Our ability to explain technical information in a concise, understandable manner is a fundamental reason for our high degree of success. Willdan staff takes the time to include and inform the Community. Resumes Resumes for Willdan’s project team are presented on the following pages. The team presented within this proposal has worked collectively on numerous projects, such as the one requested by the City of Grand Terrace; an established work practice between the team members has been forged, this proven long-standing system has benefited our clients. E.16.b Packet Pg. 306 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 18 City of Grand Terrace, CA Education Juris Doctorate, University of California, Berkeley, School of Law Master of Public Policy, Goldman School of Public Policy, University of California, Berkeley Bachelor of Arts, magna cum laude, Harvard University Professional Registrations Member of State Bar, California Affiliations Council of Development Finance Agencies CFA Society of San Francisco Congress for the New Urbanism Urban Land Institute Seaside Institute International Economic Development Council 26 Years’ Experience James Edison, JD, MPP, MA Principal-in-Charge Mr. James Edison specializes in the nexus between public and private, with expertise in public - private partnerships, and the benefits of economic development to municipalities and state, provincial, regional, and national governments. He possesses deep expertise in land use economics, with a specialty in finance and implementation, including fiscal impact and the public and private financing of infrastructure and development projects, both in the U.S. and internationally. Mr. Edison’s public-sector experience includes local and regional economic impact studies; fiscal impact evaluations; new government formation strategies; and the creation of impact fees, assessments, and special taxes to fund infrastructure and public facilities. He has conducted numerous evaluations of the economic and fiscal impact of specific plans and consulted on a wide variety of land use planning topics related to community revitalization and the economic and fiscal impacts of development. As a former bond attorney, Mr. Edison understands the legal underpinnings and technical requirements of public financing instruments and has advised both public and private clients on the use of individual instruments, and the interaction between those ins truments and the needs of developers and project finance. Related Experience City of Moreno Valley, CA – Comprehensive Development Impact Fee Study: Mr. Edison was the principal-in-charge for the City’s comprehensive impact update. Fee categories included arterial streets, traffic signals, interchanges, parks, recreation, fire, police, library, corporation yard, maintenance equipment, and animal shelter facilities. City of Murrieta, CA – Master Facilities Plan and Development Impact Fee Calculation Report Update: Mr. Edison served as the principal-in-charge of the City’s study to update their Master Facilities Plan and Development Impact Fee Calculation Report, to ensure that new development pays the capital costs associated with growth. Willdan was recently re-selected, through competitive bid, to update the Impact Fees. City of Indian Wells, CA – Development Impact Fee Study: Mr. Edison served as the principal- in-charge for the City Indian Wells’ update to their development impact fees. The fee program was comprised of a variety of fee categories including transportation, public facilities, recreation, park, and storm drain. County of Riverside, CA – Comprehensive Impact Fee Update: Mr. Edison led the effort to establish a comprehensive fee program for the County, including facilities fees for fire, police, parks, criminal justice, libraries, and traffic. He prepared the technical and analytical documents necessary to calculate the fee and establish the necessary nexus to collect it, as well as presented the fees during public hearings to the County Board of Supervisors. Furthermore, Mr. Edison is currently leading an update to the County’s development impact fees for 2030. City of Fountain Valley, CA – Development Impact Fee Update Study: Mr. Edison served as the project manager for the City of Fountain Valley’s update to their development impact fees. Fees included the park impact fee, traffic improvement fee, transportation impact fee, utility infrastructure impact fee and general plan surcharge fee. City of Fillmore, CA – North Fillmore Specific Plan Nexus Study: Mr. Edison is currently assisting the City with an analysis of development impact fees needed to finance public facilities necessary for the development of the North Filmore Specific Plan. Public facilities included in this analysis include water, sewer systems, recycled water, and streets. City of Pismo Beach, CA – Development Impact Fee Update: Mr. Edison served in the role of principal-in-charge of an update to the City’s impact fee program. The program included the following facilities: police, fire protection, park and recreation improvements, water system improvements, wastewater, traffic, and general government/administrative facilities. Prior to fee program adoption, a stakeholder meeting was held to inform the public about the project, and to solicit feedback from the development community. E.16.b Packet Pg. 307 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 19 City of Grand Terrace, CA City of Morgan Hill, CA – Development Impact Fee Update: Mr. Edison served as principal- in-charge of an update to the City’s existing nexus study, which included general government, fire, police, parks and recreation, library , and storm drain fee categories. The project scope included stakeholder outreach. City of Alameda, CA – Comprehensive Impact Fee Update: Mr. Edison led the Willdan team that updated the City of Alameda’s impact fee programs, as well as created a separate impact fee program for Alameda Point, the former Alameda Naval Air Station. City of Santa Clara, CA – Parks Fee Update: Mr. Edison served as principal-in-charge of the City’s park impact fee update. This project included a demographic analysis and estimation of the cost of acquiring and improving public park land. City of Fremont, CA – Comprehensive Impact Fee Update: Mr. Edison led the Willdan team in the successful update of the impact fee programs for the City of Fremont. The effort included an update of the City’s transportation impact fee program and capital improvement program. City of Manteca, CA – Fire Impact Fee Update: Mr. Edison served in the capacity of project manager for the update of the City’s fire services impact fee program. City of Carpinteria, CA – Development Impact Fee Update: Mr. Edison was the project manager for the City of Carpinteria’s Development Impact Fee update study engagement. The study included updates to the following fees: highways and bridges, streets and thoroughfares, traffic control, parking, storm drain, general government, aquatic, park and recreation, and open space. The City has engaged Willdan again to update their impact fees. City of McFarland, CA – Impact Fee Study Update: Mr. Edison was the principal-in-charge and technical advisor on the update to the City’s development impact fee program. The study included the following facility fee categories; general government, law enforcement, park and recreation, fire protection, water, sewer, storm drain, and traffic. County of San Benito, CA – Comprehensive Impact Fee Study: Mr. Edison served as technical advisor to the County’s Impact Fee Study. The study included updates to the following fees: capital improvements, road equipment, fire mitigation, and park and recreation. Stanislaus County Council of Governments, CA – Regional Transportation Fee Update: Mr. Edison worked on an update of the County’s transportation impact fee program. Key tasks included a revised capital improvement program and fee model, along with a public participation process that ensures buy -in from the communities of Stanislaus County and the County government itself. County of Tulare, CA – Countywide Impact Fees: Mr. Edison served as project manager for a study that involved the creation of an impact fee program for the County. The study include d a range of facilities such as public protection, library, and parks, as well as a transportation facilities impact fee with different fees calculated for two zones in the County. J. Edison Resume Continued E.16.b Packet Pg. 308 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 20 City of Grand Terrace, CA Education Master of Public Policy, Goldman School of Public Policy, University of California, Berkeley Bachelor of Arts, Geography, University of California, Los Angeles; Minor in Public Policy and Urban Planning Areas of Expertise Fiscal Impact Analyses Development Impact Fees Public Facilities Financing Plans GIS Analysis 18 Years’ Experience Carlos Villarreal, MPP Project Manager Mr. Carlos Villarreal, a Financial Consulting Group Principal Consultant, is proposed to serve in the role of project manager due to his experience documenting nexus findings for development impact fees, preparing capital improvement plans, facilitating stakeholder involvement, and analyzing the economic impacts of fee programs. He has supported adoption of fee programs funding a variety of facility types. Related Experience City of Moreno Valley, CA – Comprehensive Development Impact Fee Study: Mr. Villarreal served as the project manager for the City’s comprehensive impact update. F ee categories included arterial streets, traffic signals, interchanges, parks, recreation, fire, police, library, corporation yard, maintenance equipment, and animal shelter facilities. In 2022 the City added a public arts fee and workforce development facility fee. City of Murrieta, CA – Master Facilities Plan and Development Impact Fee Calculation Report Update: Mr. Villarreal served as the project manager of the City’s study to update their Master Facilities Plan and Development Impact Fee Calculation Report, to ensure that new development pays the capital costs associated with growth. Willdan was recently re-selected, through competitive bid, to update the Impact Fees. County of Riverside, CA – Comprehensive Impact Fee Update: Mr. Villarreal was the lead analyst in the effort to establish a comprehensive fee program for the County, including facilities fees for fire, police, parks, criminal justice, libraries , and traffic. He assisted in the preparation of the technical and analytical documents necessary to calculate the fees and establish the necessary nexus. Mr. Villarreal is once again serving on the project team to update the County’s impact fees through 2030. City of Long Beach, CA – Park Impact Fee Update: Willdan assisted with an update to the City’s existing park impact fees, with Mr. Villarreal serving in the role of project manager. The project included updating demographic data and facility planning to properly update park facility standards. He used this information to then calculate impact fees for single family and multi- family residential dwelling units and prepare a nexus study documenting the revised fees and the required legal findings under the Mitigation Fee Act. County of Los Angeles/City of Santa Clarita, CA – Law Enforcement Facilities Fee Study: Mr. Villarreal assisted with the development of an impact fee program to fund law enforcement facilities serving the City of Santa Clarita, and other Antelope Valley jurisdictions within the County of Los Angeles. The analysis involved the comparison of l aw enforcement facilities serving incorporated and unincorporated areas. City of Pismo Beach, CA – Development Impact Fee Update: Mr. Villarreal served in the role of project manager for the City’s impact fee project. The program included: police, fire protection, park and recreation improvements, water system improvements, wastewater, traffic, and general government/administrative facilities. Prior to fee program adoption, a stakeholder meeting was held to inform the public about the project, and to solicit feedback from the development community. City of Carpinteria, CA – Development Impact Fee Update: Mr. Villarreal was the lead analyst to update the City of Carpinteria’s impact fees, which included highways and bridges, streets and thoroughfares, traffic control, parking, storm drain, general government, aquatic, park and recreation, and open space. The City has engaged Willdan again to update their impact fees and Mr. Villarreal is serving in the role of project manager. County of San Benito, CA – Comprehensive Impact Fee Study: As project manager, Mr. Villarreal assisted the County with the preparation of an updated and expanded impact fee program. The study included updates to the following fees: capital improvements, road equipment, fire mitigation, and park and recreation. E.16.b Packet Pg. 309 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) Development Impact Fee Study 21 City of Grand Terrace, CA City of McFarland, CA – Development Impact Fee Study Update: Mr. Villarreal served as project manager updating the City’s development impact fee program. The study comprehensively updated the City’s fee program, incorporating new facility master planning and infrastructure costs necessary to facilitate expected development in the City through 2040. The study included the following facility fee categories; general government, law enforcement, park and recreation, fire protection, water, sewer, storm drain, and traffic. The fees were adopted by the City Council in 2020. City of Soledad, CA – Development Impact Fee Study Update: Mr. Villarreal managed the update of the City’s impact fee program, specifically changes in demographics, growth projections, project costs, and facility standards. In particular, the City had to revise its capital facilities needs to accommodate a much lower amount of growth than what was projected before 2007. The resulting fees funded new development’s share of planned facilities, while not overburdening development with unnecessary costs. City of Morgan Hill, CA – Development Impact Fee Update: Mr. Villarreal served as lead analyst assisting with an update to the City’s existing nexus study, including general government, fire, police, parks and recreation, library, and storm drain fee categories. The project scope included stakeholder outreach. The City engaged Willdan again to update the study and Mr. Villarreal served in the role of project manager. City of Oroville, CA – Impact Fee Study Update: Mr. Villarreal served as project manager for a study updating the City’s development impact fee program, including parks, l aw enforcement, general government, fire suppression, and traffic facilities. The fee program was adopted by the City Council in 2015. The City engaged Willdan again to update the 2015 study, and Mr. Villarreal served in the role of project manager. County of Stanislaus, CA – Impact Fee Study Update: Mr. Villarreal served in the role of project manager for a study updating the County’s existing impact fee program. The program includes a range of facilities, like public protection, library, and parks. The study also included a transportation facilities impact fee, with different fees calculated for two zones in the County. Considerable stakeholder outreach was an integral component of this project. C. Villarreal Resume Continued E.16.b Packet Pg. 310 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) 27368 Via Industria, Suite 200 Temecula, CA 92590-4856 951.587.3500 | 800.755.6864 | Fax: 951.587.3510 www.willdan.com E.16.b Packet Pg. 311 At t a c h m e n t : G r a n d T e r r a c e _ I m p a c t F e e S t u d y _ W i l l d a n ( D e v e l o p m e n t I m p a c t F e e S t u d y ) E.16.c Packet Pg. 312 At t a c h m e n t : N B S _ G r a n d T e r r a c e ( D e v e l o p m e n t I m p a c t F e e S t u d y ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Adoption of an Ordinance to Establish Speed Limits on Various Street Segments Based on Speed Survey PRESENTED BY: Kamran Dadbeh, Interim City Engineer RECOMMENDATION: The City Council conduct a public hearing, and Read by title only, waive further reading, and introduce an ordinance amending Title 10 of the Grand Terrace Municipal Code by repealing and replacing Chapter 10.08 (Speed Limits) in its entirety. 2030 VISION STATEMENT: This staff report supports City Council Goal #1, “Ensuring Our Fiscal Viability” and Goal #2 "Maintain Public Safety". BACKGROUND: California State statutes require each local agency to perform speed surveys at least every five years to enforce speed limits using radar or other electronic means. The Grand Terrace Municipal Code, Title 10, Chapter 10.08, establishes these speed limits. DISCUSSION: The City’s traffic engineering consultant, Willdan, recently conducted an Engineering and Traffic Survey for the City of Grand Terrace, which included speed zone data and field reviews at 21 locations within the city. Based on the analysis, it is recommended that the City Council certify the posted speed zones for these 21 locations. A summary of these locations is shown on pages 13 -16 of the attached Engineering and Traffic Survey. The first two street segments, identified below, have been added to the list of street segments and require an adjustment to the posted speed limit. The following two street segments were adjusted during the last adopted speed survey on June 24, 2014, but the posted signage never reflected the recommended speed limits. Therefore, staff will be acquiring new speed limit signs. Added Street Segments with Recommended Speed Limits Street Speed Zone Segment Current Speed Recommended Speed E.17 Packet Pg. 313 Barton Road West city limits to I-215 East 45 40 Main Street Mt. Vernon to East End 25 30 Street Segments Requiring Speed Limit Sign Changes Street Speed Zone Segment Posted Speed Revised Speed Limit Approved on 6/24/14 Main Street Iowa Ave to Michigan St. 35 40 Main Street Michigan St to Mt. Vernon 35 40 Speed zone signs and street markings will need to be changed to reflect the updated speed zones. These modifications will be funded as part of the city's street maintenance budget. Staff has published the notice of the Public Hearing in the Grand Terrace City News and posted it in three locations in preparation for this hearing. FISCAL IMPACT: The addition of new speed limit signs will incur an expenditure of approximately $500.00 from account number 94-175-245-000. The costs for street markings and signage have already been accounted for in the existing budget. ATTACHMENTS: • Grand Terrace 2024 ET Report (PDF) • Ordinance Amending Speed Limit Chapter 10.08 (DOCX) APPROVALS: Kamran Dadbeh Skipped 06/14/2024 9:57 AM Shanita Tillman Completed 06/14/2024 9:57 AM Finance Completed 06/19/2024 1:45 PM City Manager Completed 06/06/2024 11:44 AM City Council Pending 06/25/2024 6:00 PM E.17 Packet Pg. 314 City of Grand Terrace 2024 Engineering and Traffic Survey Report DRAFT April 2024 Willdan Engineering 13191 Crossroads Pkwy N Suite 405 City of Industry, CA 91746 562.908.6200 E.17.a Packet Pg. 315 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE April 23, 2024 Kamran Dadbeh City Engineer 22795 Barton Road Grand Terrace, CA 92313 Subject: DRAFT 2024 Engineering and Traffic Survey Dear Mr. Dadbeh: As requested, Willdan has completed an Engineering and Traffic (E&T) Survey to justify and update the posted speed limits along 21 street segments in the City of Grand Terrace. These segments were last surveyed in 2014 and require an update to comply with the 10-year limitation set forth in the California Vehicle Code (CVC). We are pleased to submit the enclosed Report that describes the E&T survey procedures and contains recommendations for posted speed limits on the City’s arterial and collector street system. A summary of these recommendations is included in the Analysis. Supporting documentation for each speed zone recommendation is provided in the Appendices. The Report was conducted in accordance with applicable provisions of the CVC, following procedures outlined in the California Manual on Uniform Traffic Control Devices Revision 8 (California MUTCD) dated January 2024, and as required by Section 627 of the CVC. The Report is intended to satisfy the requirements of Section 40802 of the CVC to enable the continued use of radar for traffic speed enforcement. We appreciate the opportunity to serve the City of Grand Terrace and the assistance and cooperation afforded to us during the course of this study. Very truly yours, WILLDAN Nicolle Spann, P.E., T.E. Traffic Engineer Enclosure E.17.a Packet Pg. 316 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE Table of Contents Introduction ........................................................................................................ 2 Elements Of the Engineering and Traffic Survey ....................................................................................... 3 Speed Sampling ...................................................................................................................................... 3 Crash History .......................................................................................................................................... 5 Conditions Not Readily Apparent to Motorists ...................................................................................... 5 Retain Currently Adopted or Restore Immediately Prior Speed Limit – New from AB 43...................... 5 Survey Conditions ............................................................................................... 6 Survey Locations ........................................................................................................................................ 6 Data Collection .......................................................................................................................................... 6 Speed Data ............................................................................................................................................. 6 Field Review Data .................................................................................................................................. 6 Crash Data ............................................................................................................................................. 7 Analysis .............................................................................................................. 8 Criteria ....................................................................................................................................................... 8 Results and Engineering and Traffic Survey Recommendations ............................................................... 8 Retain Currently Adopted or Restore Immediately Prior Speed Limit Application ................................... 9 Speed Limit Recommendations ................................................................................................................. 9 Table 1- Summary of Recommendations ............................................................................................. 10 Table 2- Street Segments with Recommended Speed Changes ........................................................... 14 Segments with Special Conditions .......................................................................................................... 15 Legislative References ....................................................................................... 18 Applicable Sections of California Vehicle Code ....................................................................................... 18 Engineering and Traffic Surveys ........................................................................................................... 18 Basic Speed Law ................................................................................................................................... 19 Speed Law Violations ........................................................................................................................... 19 Prima Facie Speed Limits ..................................................................................................................... 19 Business Activity Districts..................................................................................................................... 21 Minimum and Maximum Prima Facie Speed Limits ............................................................................ 22 Downward Speed Zoning ..................................................................................................................... 23 Safety Corridors (Added code from AB 43) .......................................................................................... 23 Maintaining Posted Speeds (Added code from AB 43) ........................................................................ 24 Boundary Line Streets .......................................................................................................................... 24 Speed Trap Prohibition......................................................................................................................... 25 Speed Trap ........................................................................................................................................... 25 Speed Trap Evidence ............................................................................................................................ 27 E.17.a Packet Pg. 317 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE APPENDIX A Street Segment Data APPENDIX B Radar Speed Distribution Forms APPENDIX C Survey Equipment E.17.a Packet Pg. 318 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report 2 CITY OF GRAND TERRACE Introduction This Engineering and Traffic (E&T) Survey is intended to be the basis for the establishment, revision, and enforcement of speed limits for selected streets within the City of Grand Terrace. This E&T Survey presents recommended speed limits for 21 street segments in the City of Grand Terrace. E&T Surveys are required by the State of California to establish intermediate speed limits on local streets and to enforce those limits using radar or other speed measuring devices. Historically, these surveys must be updated every 7 to 10 years to ensure the speeds reflect current conditions. E&T Surveys are prepared under the direction of California Vehicle Code (CVC). The CVC also requires that the surveys be conducted based on the methodology required by the California MUTCD Revision 8 dated January 2024. Assembly Bill No. 43 (AB 43), signed in October 2021, has given local agencies more leeway to lower and maintain speed limits. The California Vehicle Code was amended in 2022 and the California MUTCD was amended in March 2023 to implement laws and guidelines with the changes set forth in AB 43. There were three major changes to how speed limits can be recommended under AB 43 as follows: 1. An E&T Survey conducted more than 7 years ago may be extended to 14 years (previously to 10 years) if a traffic engineer certifies that no changes in roadway or traffic conditions have occurred [CVC 40802 (c)(2)(B)(i)(II)]. 2. A local authority may establish and designate safety corridors throughout their jurisdiction. The local authority may recommend a speed limit with an additional five mile per hour reduction on segments designated as safety corridors. Local authorities may not lower a speed limit under this section until June 30, 2024, or until the Judicial Council has developed an online tool for adjudicating infraction violations statewide, whichever is sooner. 3. If a local authority, after completing an E&T Survey, finds that the speed limit is still reasonable or safe, the local authority may retain the current speed limit or restore the immediately prior speed limit if that speed limit was established with an E&T Survey and if a registered engineer has evaluated the section of highway and determined that no additional general purpose lanes have been added to the roadway since completion of the traffic survey that established the prior speed limit. This E&T survey was requested by the City for the proper posting of speed limits and to enable the Sherriff’s Department to utilize radar or other electronic speed measuring devices for speed enforcement. CVC Sections 40801 and 40802 require E&T Surveys that verify the prima facie speed limit before enforcement by such a device is legal. The law further specifies that these surveys be conducted every 5 years. The surveys can be extended to 7 years provided the City’s Sherriff’s Department(s) have completed a 24-hour radar operator course [CVC 40802(c)(2)(B)(i)(I)]. Posted speed limits are established primarily to protect the general public from the reckless and unpredictable behavior of dangerous drivers. They provide law enforcement with a clearly understood method to identify and apprehend violators of the basic speed law (CVC Section 22350). This law states E.17.a Packet Pg. 319 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report 3 CITY OF GRAND TERRACE that "No person shall drive a vehicle on a highway at a speed greater than is reasonable or prudent having due regard for weather, visibility, the traffic on, and the surface and width of the highway, and in no event at a speed which endangers the safety of persons or property." The posted speed limit gives motorists a clear warning of the maximum speed that is reasonable and prudent under typical driving conditions. The basic fundamentals for establishing speed limits recognize that the majority of drivers behave in a safe and reasonable manner, and therefore, the normally careful and competent actions of a reasonable driver should be considered legal. Speed limits established on these fundamentals conform to the consensus that those who drive the highway determine what speed is reasonable and safe, not on the judgment of one or a few individuals. A radar speed study is usually conducted to record the prevailing speed of reasonable drivers. Speed limits are also established to advise drivers of conditions which may not be readily apparent to a reasonable driver. For this reason, accident history, roadway conditions, traffic characteristics, and land use must also be analyzed before determining speed limits. Speed limit changes are usually made in coordination with physical changes in roadway conditions or roadside developments. Unusually short zones of less than one-half mile in length should be avoided to reduce driver confusion. The E&T Surveys for the City were conducted in accordance with procedures outlined in the California MUTCD and as required by Section 627 of the CVC. The Code further describes three elements of an E&T Survey: 1. Measurement of prevailing speed; 2. Accident history; and 3. Roadway characteristics not readily apparent to the motorist. Additionally, it is generally accepted that speed limits cannot be successfully enforced without voluntary compliance by a majority of drivers. Consequently, only the driver whose behavior is clearly out of line with the normal flow of traffic is usually targeted for enforcement. Elements Of the Engineering and Traffic Survey The California MUTCD specifies the methodology to be used for completing E&T Surveys. This methodology includes an evaluation of current vehicle speeds, accident history and conditions not readily apparent to motorists. The basic elements of the E&T Survey are discussed in more detail as follows: Speed Sampling Existing vehicle speeds are surveyed by a certified radar operator with a calibrated radar unit in an unmarked vehicle. Speed samples are taken for each segment representing a statistically significant sample of current traffic. This data is then evaluated to identify the distribution of speeds. A key element in the evaluation is the identification of the 85th percentile speed. The 85th percentile speed is the speed at or below which 85 percent of the traffic travels. This threshold represents what is E.17.a Packet Pg. 320 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report 4 CITY OF GRAND TERRACE historically found to be a safe and reasonable speed for most drivers based on common roadway conditions. A speed limit is established in the three options below. Options: ▪ Closest to 85th Percentile Speed – A speed limit is established at the nearest 5-mile per hour increment to the 85th percentile speed. ▪ California MUTCD Option 2 - For cases in which the nearest 5 mph increment of the 85th- percentile speed would require a rounding up, then the speed limit may be rounded down to the nearest 5 mph increment below the 85th percentile speed, if no further reduction is used. Refer to CVC Section 21400(b). ▪ Reduction using Segments with Special Conditions - For cases in which the nearest 5 mph increment of the 85th-percentile speed would require rounding down, the posted speed may be reduced by an additional 5 mph from the nearest 5 mph increment of the 85th-percentile speed, in compliance with CVC Section 627 and 22358.5. If the speed limit to be posted has had the 5 mph reduction applied, then an E&T Survey shall document in writing the conditions and justification for the lower speed limit. The reasons for the lower speed limit shall be in compliance with CVC Section 627 and 22358.5. The following examples are provided to explain the application of these speed limit criteria: If the 85th percentile speed in a speed survey for a location was 33 mph, the 3 options may be applied as follows: ▪ Closest to 85th Percentile Speed - The 85th percentile speed would round up to the nearest 5- mph increment. The speed limit would be established at 35 mph since it is the closest 5 mph increment to the 33 mph speed. ▪ California MUTCD Option 2 - Instead of rounding up to 35 mph, the speed limit can be established at 30 mph, but no further reduction can be applied. ▪ Reduction using Segments with Special Conditions - The first step is to round up, then the speed limit would be established at 35 mph since it is the closest 5 mph increment to the 33 mph speed. As indicated by this option, this 35 mph established speed limit could be reduced by 5 mph to 30 mph if conditions and justification for using this lower speed limit are documented in the E&T Survey. However, it is best to apply MUTCD Option 2 in these scenarios as it will not require documentation of conditions and justification to lower the speed limit. If the 85th percentile speed in a speed survey for a location was 37 mph, the 3 options may be applied as follows: ▪ Closest to 85th Percentile Speed - The 85th percentile speed would round down to the nearest 5- mph increment. The speed limit would be established at 35 mph since it is the closest 5 mph increment to the 37 mph speed. E.17.a Packet Pg. 321 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report 5 CITY OF GRAND TERRACE ▪ California MUTCD Option 2 – This option is not applicable to 85th percentile speeds that already round down to the nearest 5-mph increment using the “Closest to 85th Percentile Speed” option. ▪ Reduction using Segments with Special Conditions - The first step is to round down, then the speed limit would be established at 35 mph since it is the closest 5 mph increment to the 37 mph speed. As indicated by this option, this 35 mph established speed limit could be reduced by 5 mph to 30 mph if conditions and justification for using this lower speed limit are documented in the E&T Survey. Crash History Reported crashes are reviewed for each street segment to determine if there is a higher than expected average rate of crashes. A segment that has an above-average crash rate typically suggests conditions that are not readily apparent to motorists. Conditions Not Readily Apparent to Motorists Each street segment is field inspected to identify roadway conditions that may not be readily apparent to motorists. A determination is made whether any conditions are significant and warrant the recommendation of the speed limit 5 mph below the basic speed limit. Retain Currently Adopted or Restore Immediately Prior Speed Limit – New from AB 43 The City may retain the currently adopted speed limit without further reduction or restore the immediately prior adopted speed limit without further reduction as provided in CVC Section 22358.8, added through AB 43. The currently adopted speed limit or immediately prior adopted speed limit shall only be retained, by ordinance, if after completing an E&T Survey, the City finds that the speed limit is still more than reasonable or safe, and that speed limit was established with an E&T Survey and if a registered engineer has evaluated the section of highway and determined that no additional general purpose lanes have been added to the roadway since completion of the traffic survey that established the prior speed limit. If the City decides to use a lower speed limit based on CVC Section 22358.8, after completing an E&T Survey and finding that the speed limit is still more than is reasonable or safe, it shall not be reduced by any more than 5 mph from the currently adopted speed limit or not below the immediately prior speed limit. Refer to CVC Section 22358.8(b). E.17.a Packet Pg. 322 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report 6 CITY OF GRAND TERRACE Survey Conditions Survey Locations The procedures described below describe the criteria and methods used to survey selected streets within the City of Grand Terrace. The specific location of the radar speed survey for each street segment was selected after considering the following: 1. Minimum stop sign and traffic signal influence. 2. Minimum visibility restrictions. 3. Non-congested traffic flow away from intersections and driveways. 4. Minimum influence from curves or other roadway conditions that would affect the normal operation of a vehicle. Data Collection Data of existing conditions was obtained including prevailing speed of vehicles, traffic crashes, visibility restrictions, and roadway conditions within the community. Speed data and field reviews were conducted at 21 locations during the months of January and February 2024. Speed Data Radar speed measurements were conducted at 21 locations during the month of January 2024. The radar speed distribution forms are in Appendix B. All surveys were conducted in good weather conditions, during off-peak hours on weekdays. The radar unit was operated from an unmarked vehicle to minimize any influence on driver behavior. Typically, a minimum sample size of 100 vehicles or the total samples during a maximum period of 2 hours were obtained for each segment. Traffic speeds in both directions were recorded for individual segments. Field Review Data A field review was conducted for each of the selected street segments in the City with consideration for the following factors: 1. Street width and alignment; 2. Pedestrian activity and traffic flow characteristics; 3. Number of lanes and other channelization and striping patterns; 4. Frequency of intersections, driveways, and on-street parking; 5. Location of stop signs and other regulatory traffic control devices; 6. Visibility obstructions; E.17.a Packet Pg. 323 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report 7 CITY OF GRAND TERRACE 7. Land use and proximity to schools; 8. Pedestrian and bicycle usage; 9. Uniformity with existing speed zones and those in adjacent jurisdictions; and 10. Any other unusual condition not readily apparent to the driver. Crash Data Crash data was obtained from the California Highway Patrol’s Statewide Integrated Traffic Records System (SWITRS) electronic crash database. For this study, crash data was used from the latest 3 years of reported accidents from January 1, 2020 to December 31, 2022. The crash rates for the 21 segments are expressed in crashes per million vehicle miles (C/MVM). To calculate these rates, 24-hour traffic volumes were collected for each street segment. This information was then entered into the following formula to determine the crash rate: 𝑹=𝑪× 𝟎,𝟎𝟎𝟎,𝟎𝟎𝟎 𝒓× 𝟑𝟓𝟓𝒅𝒂𝒚𝒓 𝒚𝒅𝒂𝒓× 𝒍× 𝒗 C = Number of midblock crashes over time period R = Crash Rate (crashes/million vehicle miles) t = Time Period Covered (in years) l = Length of Segment (miles) v = Traffic Volume (average daily traffic) The segment crash rate was then compared to the average statewide crash rate of similar roadways. The average statewide crash rates were obtained from 2020 Collision Data on California State Highways published by Caltrans. E.17.a Packet Pg. 324 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report 8 CITY OF GRAND TERRACE Analysis Criteria Survey data was compiled and analyzed to determine the recommended speed limit in accordance with several criteria contained in The California MUTCD. Some of the criteria used are: A. The critical speed or 85th percentile speed is that speed at or below which 85 percent of the traffic is moving. This speed is the baseline value in determining what the majority of drivers believe is safe and reasonable. Speed limits set higher than the critical speed are not considered reasonable and safe. Speed limits set lower than the critical speed make a large number of reasonable drivers "unlawful," and do not facilitate the orderly flow of traffic. The “basic speed limit” is the nearest 5 mph increment to the 85th percentile speed. B. The 10 mile per hour (mph) pace speed is the 10 mph increment that contains the highest percentage of vehicles. It is a measure of the dispersion of speeds across the range of the samples surveyed. An accepted practice is to keep the speed limit within the 10 mph pace while considering the critical speed and other factors that might require a speed lower than the critical speed. C. The crash rate for each street segment is compared to average crash rates that can be reasonably expected to occur on streets and highways in other jurisdictions, in proportion to the volume of traffic per lane mile. These average crash rates have been developed by the State of California and are considered reasonable for use in the City of Grand Terrace. Results and Engineering and Traffic Survey Recommendations The Engineering and Traffic Survey Forms, presented in Appendix A, illustrate results of a thorough evaluation of available data and recommend a speed limit for each street segment surveyed based on the guidelines for an Engineering and Traffic Survey set forth by the California MUTCD and the CVC. A complete summary of all recommendations is shown in Table 1. In each case, the recommended speed limit was consistent with the prevailing behavior as demonstrated by the radar speed measurements. Typically, a speed limit in the upper range of the 10-mile pace was selected unless a crash rate significantly higher than expected was discovered or roadway conditions not readily apparent to the driver were identified. Any segments with recommended speed limits 5 mph or more below the basic speed limit are fully explained later in this report. The Legislature, in adopting Section 22358.5 of the CVC, has made it clear that physical conditions, such as width, curvature, grade and surface conditions, or any other condition readily apparent to a driver, in the absence of other factors, would not be the basis for special downward speed zoning. In these cases, the basic speed law (CVC Section 22350) is sufficient to regulate such conditions. E.17.a Packet Pg. 325 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report 9 CITY OF GRAND TERRACE Retain Currently Adopted or Restore Immediately Prior Speed Limit Application Using CVC Section 22358.8, a new section added due to AB 43, the City can choose to use previous speed limits from the currently adopted or immediately prior Engineer’s E&T recommendations. This decision is made by the City after an Engineering and Traffic Survey has been completed and is applicable if each of the following three conditions are met: 1. The agency identifies that the posted speed limit is reasonable or safe 2. An Engineer has verified that no general purpose lanes have been added 3. The speed limit was established with an Engineering and Traffic Survey For segments with limits that have been redefined and currently have two different posted speed limits along the segment, the lower of the two speed limits may be retained since the segment has consistent roadway and land use conditions and is adequately combined as a single segment, verified by an Engineer. The recommendations set forth using this section are considered separate from the Engineering and Traffic Survey Recommendations. After the E&T Survey recommendations have been made, City staff and an Engineer may decide that the posted speed limit is appropriate and can retain currently adopted or restore immediately prior speed limits set by previous E&T Surveys. When this 2024 adopted E&T Survey expires after either 7 or 14 years, a new E&T Survey will be prepared to recertify the speed limits. It should be noted that the Engineer’s E&T recommendation shall be used as the currently adopted speed limit, as opposed to the City’s speed limit recommendation. On roadway segments when the City’s speed limit recommendation is different than the Engineer’s E&T speed limit recommendation, future recommendations may be made to retain currently adopted or restore immediately prior speed limits using CVC Section 22358.8. In cases where the City recommendation is different than the Engineer’s E&T recommendation, the City’s speed limit recommendation should not be used to retain the currently adopted speed limit in a future E&T Survey prepared either 7 or 14 years after this E&T Survey has been adopted. For future use, the City and Engineer preparing the next E&T Survey should refer to the Engineer’s E&T recommendation identified in the segments with special conditions section in this report. Speed Limit Recommendations The recommendations contained in this Report are intended to establish prima facie speed limits. They are not intended to be absolute for all prevailing conditions. All prima facie speed violations are actually violations of the basic speed law (CVC Section 22350). This statute states that a person shall not drive a vehicle at a speed greater than is safe having regard for traffic, roadway, and weather conditions. A prima facie limit is intended to establish a maximum safe speed under normal conditions. Table 1 summarizes the data collected and recommended speed limit for each segment in this E&T Survey. Table 2 identifies the street segments with recommended changes in posted speed limit. E.17.a Packet Pg. 326 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) Table 1 - Summary of Recommendations Street From To ADT Dist. (mi.) Collision Rate*** Exp. 85% Speed 10 mi. Pace % in PaceAct. Posted Speed Limit Rec. Speed Limit Comments*No. CITY OF GRAND TERRACE BARTON ROAD WEST CITY LIMIT I-215 EAST 9,663 420.61 33-420.350.54 85 CLOSEST TO 85TH40451% BARTON ROAD I-215 EAST MOUNT VERNON AVENUE 19,228 430.66 35-440.000.59 88 MUTCD OPTION 240402% BARTON ROAD MOUNT VERNON AVENUE PRESTON STREET 14,250 490.77 40-490.000.54 79 MUTCD OPTION 245453% BARTON ROAD PRESTON STREET EAST CITY LIMIT 15,396 490.77 39-480.000.7 71 MUTCD OPTION 245454% DE BERRY STREET WEST TERMINUS MOUNT VERNON AVENUE 2,190 421.07 30-390.500.83 71 HIDDEN DRIVEWAYS35355% DE BERRY STREET MOUNT VERNON AVENUE EAST TERMINUS 2,072 371.07 29-380.000.66 73 HEAVY PEDESTRIAN TRAFFIC, UNCONTROLLED X-WALKS, HIDDEN DRIVEWAYS 30**30**6 % 2024 Engineering and Traffic Survey Report * See "Segments with Special Conditions" section for comments on segments using special conditions or AB 43 to maintain the previous or prior ET 10 *** Accident rate units: Collisions per One Million Vehicle Miles ** 25 mph when children are present Act.: Actual Collision Rate Exp.: Expected Collision Rate based on the Caltrans 2021 Crash Data on California State Highways Rate E.17.a Packet Pg. 327 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t Table 1 - Summary of Recommendations Street From To ADT Dist. (mi.) Collision Rate*** Exp. 85% Speed 10 mi. Pace % in PaceAct. Posted Speed Limit Rec. Speed Limit Comments*No. CITY OF GRAND TERRACE GRAND TERRACE ROAD BARTON ROAD NEWPORT AVENUE 1,320 371.07 30-390.000.56 69 RESIDENTIAL ZONE25257% GRAND TERRACE ROAD MOUNT VERNON AVENUE (W) VISTA GRANDE WAY 2,101 371.07 28-372.070.21 72 SENIOR CENTER ZONE25**25**8 % GRAND TERRACE ROAD (W) VISTA GRANDE WAY BARTON ROAD 1,124 351.07 24-330.000.56 66 RESIDENTIAL ZONE25**25**9 % LA CADENA DRIVE BARTON ROAD LITTON AVENUE 23,422 570.93 48-570.000.36 76 MAINTAIN UNIFORMITY505010% MAIN STREET IOWA AVENUE MICHIGAN STREET 5,225 451.07 35-440.370.95 67 MAINTAIN UNIFORMITY40**35**11 % MAIN STREET MICHIGAN STREET MOUNT VERNON AVENUE 3,493 431.07 34-430.000.48 66 MUTCD OPTION 2403512% 2024 Engineering and Traffic Survey Report * See "Segments with Special Conditions" section for comments on segments using special conditions or AB 43 to maintain the previous or prior ET 11 *** Accident rate units: Collisions per One Million Vehicle Miles ** 25 mph when children are present Act.: Actual Collision Rate Exp.: Expected Collision Rate based on the Caltrans 2021 Crash Data on California State Highways Rate E.17.a Packet Pg. 328 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t Table 1 - Summary of Recommendations Street From To ADT Dist. (mi.) Collision Rate*** Exp. 85% Speed 10 mi. Pace % in PaceAct. Posted Speed Limit Rec. Speed Limit Comments*No. CITY OF GRAND TERRACE MAIN STREET MOUNT VERNON AVENUE EAST TERMINUS 1,104 361.07 23-320.000.46 63 RESIDENTIAL DENSITY, HIDDEN DRIVEWAYS 302513% MICHIGAN STREET COMMERCE WAY VAN BUREN STREET 6,442 411.07 32-410.000.41 78 AB 43- USE 2013 E&T RECOMMENDATION 353514% MICHIGAN STREET VAN BUREN STREET MAIN STREET 6,001 401.07 30-390.000.49 75 MAINTAIN UNIFORMITY353515% MOUNT VERNON AVENUE NORTH CITY LIMIT BARTON ROAD 9,386 460.66 38-470.160.6 81 MAINTAIN SPEED LIMIT UNIFORMITY 404016% MOUNT VERNON AVENUE BARTON ROAD VAN BUREN STREET 18,231 440.66 34-430.000.48 78 MUTCD OPTION 240**40**17 % MOUNT VERNON AVENUE VAN BUREN STREET MAIN STREET 11,896 440.66 36-450.000.5 83 MUTCD OPTION 2404018% 2024 Engineering and Traffic Survey Report * See "Segments with Special Conditions" section for comments on segments using special conditions or AB 43 to maintain the previous or prior ET 12 *** Accident rate units: Collisions per One Million Vehicle Miles ** 25 mph when children are present Act.: Actual Collision Rate Exp.: Expected Collision Rate based on the Caltrans 2021 Crash Data on California State Highways Rate E.17.a Packet Pg. 329 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t Table 1 - Summary of Recommendations Street From To ADT Dist. (mi.) Collision Rate*** Exp. 85% Speed 10 mi. Pace % in PaceAct. Posted Speed Limit Rec. Speed Limit Comments*No. CITY OF GRAND TERRACE PALM AVENUE BARTON ROAD HONEY HILL DRIVE 1,830 371.07 28-370.000.55 78 CLOSEST TO 85TH353519% VAN BUREN STREET WEST CITY LIMIT MOUNT VERNON AVENUE 1,607 381.07 29-380.000.75 80 RESIDENTIAL ZONE252520% VAN BUREN STREET MOUNT VERNON AVENUE OBSERVATION DRIVE 1,380 361.07 28-370.000.48 78 HIDDEN RESIDENTIAL DRIVEWAYS 303021% 2024 Engineering and Traffic Survey Report * See "Segments with Special Conditions" section for comments on segments using special conditions or AB 43 to maintain the previous or prior ET 13 *** Accident rate units: Collisions per One Million Vehicle Miles ** 25 mph when children are present Act.: Actual Collision Rate Exp.: Expected Collision Rate based on the Caltrans 2021 Crash Data on California State Highways Rate E.17.a Packet Pg. 330 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t Table 2 - Street Segments with Recommended Speed Changes Street From To Existing New ChangeNo. CITY OF GRAND TERRACE BARTON ROAD WEST CITY LIMIT I-215 EAST 540451- MAIN STREET IOWA AVENUE MICHIGAN STREET 5403511+ MAIN STREET MICHIGAN STREET MOUNT VERNON AVEN 5403512+ MAIN STREET MOUNT VERNON AVENU EAST TERMINUS 5302513+ NP= Not Posted PL= Post Limit 2024 Engineering and Traffic Survey Report 14 E.17.a Packet Pg. 331 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 15 Segments with Special Conditions The following segments surveyed had recommended speed limits that were 5 miles per hour (mph) or more above or below the 85th percentile speed due to conditions not readily apparent to the driver. Each segment is discussed below. Segment 5 – De Berry Street – West Terminus to Mount Vernon Avenue This segment is currently posted at 35 mph and has one through lane in each direction with an ADT of 2,190 vehicles per day. The adjacent land is residential and multi-family residential along the 0.83-mile- long segment. The 85th percentile speed is 42 mph and would normally justify a 40 mph posted speed limit. However, due to hidden driveways that may not be apparent to unfamiliar drivers, a lower speed limit is prudent. It is recommended that the speed limit remain posted at 35 mph for the above reason. Segment 6 – De Berry Street – Mount Vernon Avenue to East Terminus This segment is currently posted at 30 mph and has one through lane in each direction with an ADT of 2,072 vehicles per day. The adjacent land is residential with a school and park along the 0.66-mile-long segment. The 85th percentile speed is 37 mph and would normally justify a 35 mph posted speed limit. However, due to hidden driveways, heavy pedestrian traffic, and uncontrolled crosswalks that may not be apparent to unfamiliar drivers, a lower speed limit is prudent. It is recommended that the speed limit remain posted at 30 mph for the above reason. Segment 7 – Grand Terrace Road – Barton Road to Newport Avenue This segment is currently posted at 25 mph and has one through lane in each direction with an ADT of 1,320 vehicles per day. The adjacent land is residential along the 0.56-mile-long segment. The 85th percentile speed is 37 mph and would normally justify a 35 mph posted speed limit. However, the segment can be classified as a local roadway due to residential density and it is recommended that the speed limit remain posted at 25 mph for the above reason. Segment 8 – Grand Terrace Road – Mount Vernon Avenue to (W) Vista Grande Way This segment is currently posted at 25 mph and has one through lane in each direction with an ADT of 2,101 vehicles per day. The adjacent land is residential with senior villas and a school zone along the 0.21-mile-long segment. The 85th percentile speed is 37 mph and would normally justify a 35 mph. However, due to the area being within a senior center zone, a lower speed limit is prudent. It is recommended that the speed limit remain posted at 25 mph for the above reason. Segment 9 – Grand Terrace Road – (W) Vista Grande Way to Barton Road This segment is currently posted at 25 mph and has one lane in each direction with an ADT of 1,124 vehicles per day. The adjacent land is residential with a school along the 0.56-mile-long segment. The 85th percentile speed is 35 mph and would normally justify a 35 mph posted speed limit. However, the segment can be classified as a local roadway due to residential density and it is recommended that the speed limit remain posted at 25 mph for the above reason. E.17.a Packet Pg. 332 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 16 Segment 10 – La Cadena Drive – Barton Road to Litton Avenue This segment is currently posted at 50 mph and has two lanes in each direction separated by a raised median with an ADT of 23,422 vehicles per day. The adjacent land is residential with along the 0.36- mile-long segment. The 85th percentile speed is 57 mph and would normally justify a 55 mph posted. However, in order to maintain uniformity with adjacent segments, a lower speed limit is prudent. It is recommended that the speed limit remain posted at 50 mph for the above reason. Segment 11 – Main Street – Iowa Avenue to Michigan Street This segment is currently posted at 35 mph and has one to two lanes in each direction separated by a raised median with an ADT of 5,225 vehicles per day. The adjacent land is commercial and residential with a school along the 0.95-mile-long segment. The 85th percentile speed is 45 mph and would normally justify a 45 mph posted speed limit. However, in order to maintain uniformity with adjacent segments, a lower speed limit is prudent. It is recommended that the speed limit be posted at 40 mph for the above reason. Segment 13 – Main Street – Mount Vernon Avenue to East Terminus This segment is currently posted at 25 mph and has one through lane in each direction with an ADT of 1,104 vehicles per day. The adjacent land is residential along the 0.46-mile-long segment. The 85th percentile speed is 36 mph and would normally justify a 35 mph posted speed limit. However, due to hidden driveways and residential density that may not be apparent to unfamiliar drivers, a lower speed limit is prudent. It is recommended that the speed limit be posted at 30 mph for the above reason. Segment 14 – Michigan Street – Commerce Way to Van Buren Street This segment is currently posted at 35 mph and has one lane in each direction with an ADT of 6,442 vehicles per day. The adjacent land is residential and commercial along the 0.41-mile-long segment. The 85th percentile speed is 41 mph and would normally justify a 40 mph posted speed limit. Since the 2013 E&T Survey, this segment has not added any additional through lanes and the speed limit was properly set by an E&T Survey. This segment was identified by the City to apply Section 22358.8 of the California Vehicle Code to retain the existing speed limit from the 2013 E&T Survey to keep the speed limit posted at 35 mph. Segment 15 – Michigan Street – Van Buren Street to Main Street This segment is currently posted at 35 mph and has one lane in each direction with an ADT of 6,001 vehicles per day. The adjacent land is residential along the 0.49-mile-long segment. The 85th percentile speed is 40 mph and would normally justify a 40 mph posted speed limit. However, in order to maintain uniformity with adjacent segments, a lower speed limit is prudent. It is recommended that the speed limit remain posted at 35 mph for the above reason. E.17.a Packet Pg. 333 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 17 Segment 16 – Mount Vernon Avenue – North City Limit to Barton Road This segment is currently posted at 40 mph and has two through lanes in each direction with an ADT of 9,386 vehicles per day. The adjacent land is single and multi-family residential and commercial along the 0.60-mile-long segment. The 85th percentile speed is 46 mph and would normally justify a 45 mph posted speed limit. However, in order to maintain speed limit uniformity with adjacent segments, a lower speed limit is prudent. It is recommended that the speed limit remain posted at 40 mph for the above reason. Segment 20 – Van Buren Street – West City Limit to Mount Vernon Avenue This segment is currently posted at 25 mph and has one through lane in each direction with an ADT of 1,607 vehicles per day. The adjacent land is residential and commercial along the 0.75-mile-long segment. The 85th percentile speed is 38 mph and would normally justify a 40 mph posted speed limit. However, the segment can be classified as a local roadway due to residential density and it is recommended that the speed limit remain posted at 25 mph for the above reason. Segment 21 – Van Buren Street – Mount Vernon Avenue to Observation Drive This segment is currently posted at 30 mph and has one through lane with an ADT of 1,380 vehicles per day. The adjacent land is residential along the 0.48-mile-long segment. The 85th percentile speed is 36 mph and would normally justify a 35 mph posted speed limit. However, due to hidden driveways that may not be apparent to unfamiliar drivers, a lower speed limit is prudent. It is recommended that the speed limit remain posted at 30 mph for the above reason. E.17.a Packet Pg. 334 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 18 Legislative References Applicable Sections of California Vehicle Code The following sections of the CVC are from the most recently published CVC as of August 2023 and contain new sections pertaining to AB 43. Engineering and Traffic Surveys Section 627. (a) “Engineering and traffic survey,” as used in this code, means a survey of highway and traffic conditions in accordance with methods determined by the Department of Transportation for use by state and local authorities. (b) An engineering and traffic survey shall include, among other requirements deemed necessary by the department, consideration of all of the following: (1) Prevailing speeds as determined by traffic engineering measurements. (2) Accident records. (3) Highway, traffic, and roadside conditions not readily apparent to the driver. (c) When conducting an engineering and traffic survey, local authorities, in addition to the factors set forth in paragraphs (1) to (3), inclusive, of subdivision (b) may consider all of the following: (1) Residential density, if any of the following conditions exist on the particular portion of highway and the property contiguous thereto, other than a business district: (A) Upon one side of the highway, within a distance of a quarter of a mile, the contiguous property fronting thereon is occupied by 13 or more separate dwelling houses of business structures. (B) Upon both sides of the highway, collectively, within a distance of a quarter of a mile, the contiguous property fronting thereon is occupied by 16 or more separate dwelling houses or business structures. (C) The portion of highway is longer than one-quarter of a mile but has the ratio of separate dwelling houses or business structures to the length of the highway described in either subparagraph (A) or (B). (2) Safety of bicyclists and pedestrians, with increased consideration for vulnerable pedestrian groups including children, seniors, persons with disabilities, users of personal assistive mobility devices, and the unhoused. E.17.a Packet Pg. 335 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 19 Basic Speed Law Section 22350. No person shall drive a vehicle upon a highway at a speed greater than is reasonable or prudent having due regard for weather, visibility, the traffic on, and the surface and width of, the highway, and in no event at a speed which endangers the safety of persons or property. Speed Law Violations Section 22351. (a) The speed of any vehicle upon a highway not in excess of the limits specified in Section 22352 or established as authorized in this code is lawful unless clearly proved to be in violation of the basic speed law. (b) The speed of any vehicle upon a highway in excess of the prima facie speed limits in Section 22352 or established as authorized in this code is prima facie unlawful unless the defendant establishes by competent evidence that the speed in excess of said limits did not constitute a violation of the basic speed law at the time, place and under the conditions then existing. Prima Facie Speed Limits Section 22352. The prima facie limits are as follows and shall be applicable unless changed as authorized in this code and, if so changed, only when signs have been erected giving notice thereof: (a) Fifteen miles per hour: (1) When traversing a railway grade crossing, if during the last 100 feet of the approach to the crossing the driver does not have a clear and unobstructed view of the crossing and of any traffic on the railway for a distance of 400 feet in both directions along such railway. This subdivision does not apply in the case of any railway grade crossing where a human flagman is on duty or a clearly visible electrical or mechanical railway crossing signal device is installed but does not then indicate the immediate approach of a railway train or car. (2) When traversing any intersection of highways, if during the last 100 feet of the driver’s approach to the intersection, the driver does not have a clear and unobstructed view of the intersection and of any traffic upon all of the highways entering the intersection for a distance of 100 feet along all those highways, except at an intersection protected by stop signs or yield right-of-way signs or controlled by official traffic control signals. (3) On any alley. (b) Twenty-five miles per hour: (1) On any highway other than a state highway, in any business or residence district unless a different speed is determined by local authority under procedures set forth in this code. E.17.a Packet Pg. 336 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 20 Section 22357.1. Notwithstanding Section 22357, a local authority may, by ordinance or resolution, set a prima facie speed limit of 25 miles per hour on any street, other than a state highway, adjacent to any children’s playground in a public park but only during particular hours or days when children are expected to use the facilities. The 25 mile per hour speed limit shall be effective when signs giving notice of the speed limit are posted. Section 22358.4 (a) (1) Wherever a local authority determines upon the basis on an engineering and traffic survey that the prima facie speed limit of 25 miles per hour established by subdivision (b) of Section 22352 is more than reasonable or safe, the local authority my, by ordinance or resolution, determine and declare a prima facie speed limit of 20 or 15 miles per hour, whichever is justified as the appropriate speed limit by that survey. (2) An ordinance or resolution adopted under paragraph (1) shall not be effective until appropriate signs giving notice of the speed limit are erected upon the highway and, in the case of a state highway, until the ordinance is approved by the Department of Transportation and the appropriate signs are erected up on the highway. (b) (1) Notwithstanding subdivision (a) or any other provision of law, a local authority may, by ordinance or resolution, determine and declare prima facie speed limits as follows: (A) A 15 miles per hour prima facie limit in a residence district, on a highway with a posted speed limit of 30 miles per hour or slower, when approaching, at a distance less than 500 feet from, or passing, a school building or the grounds of a school building, contiguous to a highway and posted with a school warning sign that indicates a speed limit of 15 miles per hour, while children are going to or leaving the school, either during school hours or during the noon recess period. The prima facie limit shall also apply when approaching, at a distance of less than 500 feet from, or passing, school grounds that are not separated from the highway by a fence, gate, or other physical barrier while the grounds are in use by children and the highway is posted with a school warning sign that indicates a speed limit of 15 miles per hour. (B) A 25 miles per hour prima facie limit in a residence district, on a highway with a posted speed limit of 30 miles per hour or slower, when approaching, at a distance of 500 to 1,000 feet from, a school building or the grounds thereof, contiguous to a highway and posted with a school warning sign that indicates a speed limit of 25 miles per hour, while children are going to or leaving the school, either during school hours or during the noon recess period. The prima facie limit shall also apply when approaching, at a distance of 500 to 1,000 feet from, school grounds that are not separated from the highway by a fence, gate, or E.17.a Packet Pg. 337 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 21 other physical barrier while the grounds are in use by children and the highway is posted with a school warning sign that indicates a speed limit of 25 miles per hour. (2) The prima facie limits established under paragraph (1) apply only to highways that meet all of the following conditions: (A) A maximum of two traffic lanes. (B) A maximum posted 30 miles per hour prima facie speed limit immediately prior and after the school zone. (3) The prima facie limits established under paragraph (1) apply to all lanes of an affected highway, in both directions of travel. (4) When determining the need to lower the prima facie speed limit, the local authority shall take the provisions of Section 627 into consideration. (5) (A) An ordinance or resolution adopted under paragraph (1) shall not be effective until appropriate signs giving notice of the speed limit are erected upon the highway and, in the case of a state highway, until the ordinance is approved by the Department of Transportation and the appropriate signs are erected upon the highway. (B) For the purposes of subparagraph (A) of paragraph (1), school warning signs indicating a speed limit of 15 miles per hour may be placed at a distance up to 500 feet away from school grounds. (C) For the purposes of subparagraph (B) of paragraph (1), school warning signs indicating a speed limit of 25 miles per hour may be placed at a distance between 500 and 1,000 feet away from school grounds. Business Activity Districts Section 22358.9. (a) (1) Notwithstanding any other law, a local authority may, by ordinance, determine and declare a 25 or 20 miles per hour prima facie speed limit on a highway contiguous to a business activity district when posted with a sign that indicates a speed limit of 25 or 20 miles per hour. (2) The prima facie limits established under paragraph (1) apply only to highways that meet all of the flowing conditions: (A) A maximum of four traffic lanes. (B) A maximum posted 30 miles per hour prima facie speed limit immediately prior to and after the business activity district, if establishing a 25 miles per hour speed limit. E.17.a Packet Pg. 338 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 22 (C) A maximum posted 25 miles per hour prima facie speed limit immediately prior to and after the business activity district, if establishing a 20 miles per hour speed limit. (b) As used in this section, a “business activity district” is that a portion of a highway and the property contiguous thereto that includes central or neighborhood downtowns, urban villages, or zoning designations that prioritize commercial land uses at the downtown neighborhood scale and meets at least three of the following requirements in paragraphs (1) to (4), inclusive: (1) No less than 50 percent of the contiguous property fronting the highway consists of retail or dining commercial uses, including outdoor dining, that open directly onto sidewalks adjacent to the highway. (2) Parking, including parallel, diagonal, or perpendicular spaces located alongside the highway. (3) Traffic control signals or stop signs regulating traffic flow on the highway, located at intervals of no more than 600 feet. (4) Marked crosswalks not controlled by a traffic control device. (c) A local authority shall not declare a prima facie speed limit under this section on a portion of a highway where the local authority has already lowered the speed limit as permitted under Section 22358.7, has retained the currently adopted speed limit under Section 22358.8, or has restored the immediately prior adopted speed limit under Section 22358.8. (d) A local authority shall issue only warning citation for violation of exceeding the speed limit by 10 miles per hour or less for the first 30 days that a lower speed limit is in effect as authorized by this section. Minimum and Maximum Prima Facie Speed Limits Section 22357. (a) Whenever a local authority determines upon the basis of an engineering and traffic survey that a speed greater than 25 miles per hour would facilitate the orderly movement of vehicular traffic and would be reasonable and safe upon any street other than a state highway otherwise subject to a prima facie limit of 25 miles per hour, the local authority may by ordinance determine and declare a prima facie speed limit of 30, 35, 40, 45, 50, 55 or 60 miles per hour or a maximum speed limit of 65 miles per hour, whichever is found most appropriate to facilitate the orderly movement of traffic and is reasonable and safe. The declared prima facie or maximum speed limit shall be effective when appropriate signs giving notice thereof are erected upon the street and shall not thereafter be revised except upon the basis of an engineering and traffic survey. This section does not apply to any 25-mile-per-hour prima facie limit, which is applicable when passing a school building or the grounds thereof or when passing a senior center or other facility primarily used by senior citizens. E.17.a Packet Pg. 339 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 23 Section 22358. (a) Whenever a local authority determines upon the basis of an engineering and traffic survey that a speed greater than 65 miles per hour is more than is reasonable or safe upon any portion of any street other than a state highway where the limit of 65 miles per hour is applicable, the local authority may by ordinance determine and declare a prima facie speed limit of 60, 55, 45, 40, 35, 30, 25, 20, or 15 miles per hour, whichever is found most appropriate to facilitate the orderly movement of traffic and is reasonable and safe, which declared prima facie limit shall be effective when appropriate signs giving notice thereof are erected upon the street. Section 22358.3. Whenever a local authority determines upon the basis of an engineering and traffic survey that the prima facie speed limit of 25 miles per hour in a business or residence district or in a public park on any street having a roadway not exceeding 25 feet in width, other than a state highway, is more than reasonable or safe, the local authority may, by ordinance or resolution, determine and declare a prima facie speed limit of 20 or 15 miles per hour, whichever is found most appropriate and is reasonable and safe. The declared prima facie speed limit shall be effective when appropriate signs giving notice thereof are erected upon the street. Section 22360. (a) Whenever a local authority determines upon the basis of an engineering and traffic survey that the speed limit of 65 miles per hour is more than is reasonable or safe upon any portion of a highway other than a state highway for a distance of not exceeding 2,000 feet in length between district, either business or residence, the local authority may determine and declare a reasonable and safe prima facie limit thereon lower than 65 mile per hour, but not less than 25 miles per hour, which declared prima facie speed limit shall be effective when appropriate signs giving notice thereof are erected upon the street or highway. Downward Speed Zoning Section 22358.5. It is the intent of the Legislature that physical conditions such as width, curvature, grade and surface conditions, or any other condition readily apparent to a driver, in the absence of other factors, would not require special downward speed zoning, as the basic rule of Section 22350 is sufficient regulation as to such conditions. Safety Corridors (Added code from AB 43) Section 22358.7. (a) If a local authority, after completing an engineering and traffic survey, finds that the speed limit is still more than is reasonable or safe, the local authority may, by ordinance, determine and declare a prima facie speed limit that has been reduced an additional five miles per hour for either of the following reasons: E.17.a Packet Pg. 340 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 24 (1) The portion of highway has been designated as a safety corridor. A local authority shall not deem more than one-fifth of their streets as safety corridors. (2) A portion of the highway is adjacent to any land or facility that generates high concentrations of bicyclists or pedestrians, especially those from vulnerable groups such as children, seniors, persons with disabilities, and the unhoused. (3) A local authority may not lower a speed limit as authorized by this section until June 30, 2024, or until the Judicial Council has developed an online tool for adjudicating infraction violations statewide as specified in Article 7 (commencing with Section 68645) of Chapter 2 of Title 8 of the Government code, whichever is sooner. (4) A local authority shall issue only warning citations for violations of exceeding the speed limit by 10 miles per hour or less for the first 30 days that a lower speed limit is in effect as authorized by this section. Maintaining Posted Speeds (Added code from AB 43) Section 22358.8. (a) If a local authority, after completing an engineering and traffic survey, finds that the speed limit is still more than is reasonable or safe, the local authority may, by ordinance, retain the currently adopted speed limit or restore the immediately prior adopted speed limit if that speed limit was established with an engineering and traffic survey and if a registered engineer has evaluated the section of highway and determined that no additional general purpose lanes have been added to the roadway since completion of the traffic survey that established that speed limit. (b) This section does not authorize a speed limit to be reduced by any more than five miles per hour from the currently adopted speed limit nor below the immediately prior speed limit. (c) A local authority shall issue only warning citations for violations of exceeding the speed limit by 10 miles per hour or less for the first 30 days that a lower speed limit is in effect as authorized by this section. Boundary Line Streets Section 22359. With respect to boundary line streets and highways where portions thereof are within different jurisdictions, no ordinance adopted under Sections 22357 and 22358 shall be effective as to any such portion until all authorities having jurisdiction of the portions of the street concerned have approved the same. This section shall not apply in the case of boundary line streets consisting of separate roadways within different jurisdictions. E.17.a Packet Pg. 341 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 25 Speed Trap Prohibition Section 40801. No peace officer or other person shall use a speed trap in arresting, or participating or assisting in the arrest of, any person for any alleged violation of this code nor shall any speed trap be used in securing evidence as to the speed of any vehicle for the purpose of an arrest or prosecution under this code. Speed Trap Section 40802. (a) A "speed trap" is either of the following: (1) A particular section of a highway measured as to distance and with boundaries marked, designated, or otherwise determined in order that the speed of a vehicle may be calculated by securing the time it takes the vehicle to travel the known distance. (2) A particular section of a highway with a prima facie speed limit that is provided by this code or by local ordinance under subparagraph (A) of paragraph (2) of subdivision (a) of Section 22352, or established under Section 22354, 22357, 22358, or 22358.3, if that prima facie speed limit is not justified by an engineering and traffic survey conducted within five years prior to the date of the alleged violation, and enforcement of the speed limit involves the use of radar or any other electronic device that measures the speed of moving object. This paragraph does not apply to a local street, road, or school zone. (b) (1) For purposes of this section, a local street or road is one that is functionally classified as “local” on the “California Road System Maps,” that are approved by the Federal Highway Administration and maintained by the Department of Transportation. It may also be defined as a “local street or road” if it primarily provides access to abutting residential property and meets the following three conditions: (A) Roadway width of not more than 40 feet. (B) Not more than one-half of a mile of uninterrupted length. Interruptions shall include official traffic control signals as defined in Section 445. (C) Not more than one traffic lane in each direction. (2) For purposes of this section “school zone” means that area approaching or passing a school building or the grounds thereof that is contiguous to a highway and on which is posted a standard “SCHOOL” warning sign, while children are going to or leaving the school either during school hours or during the noon recess period. “School zone” also includes the area approaching or passing any school grounds that are not separated from the highway by a fence, gate, or other physical barrier while the grounds are in use by children if that highway is posted with a standard “SCHOOL” warning sign. E.17.a Packet Pg. 342 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 26 (3) For purposes of this section, “senior zone” means that area approaching or passing a senior center building or other facility primarily used by senior citizens, or the grounds thereof that is contiguous to a highway and on which is posted a standard “SENIOR” warning sign, pursuant to Section 22352. (4) For purposes of this section, “business activity district” means a section of highway described in subdivision (b) of Section 22358.9 in which a standard 25 miles per hour of 20 miles per hour speed limit sign has been posted pursuant to paragraph (1) of subdivision (a) of that section. (c) (1) When all the following criteria are met, paragraph (2) of this subdivision shall be applicable and subdivision (a) shall not be applicable: (A) When radar is used, the arresting officer has successfully completed a radar operator course of not less than 24 hours on the use of police traffic radar, and the course was approved and certified by the Commission on Peace Officer Standards and Training. (B) When laser or any other electronic device is used to measure the speed of moving objects, the arresting officer has successfully completed the training required in subparagraph (A) and an additional training course of not less than two hours approved and certified by the Commission on Peace Officer Standards and Training. (C) (i) The prosecution proved that the arresting officer complied with subparagraphs (A) and (B) and that an engineering and traffic survey has been conducted in accordance with subparagraph (B) of paragraph (2). The prosecution proved that, prior to the officer issuing the notice to appear, the arresting officer established that the radar, laser, or other electronic device conformed to the requirements of subparagraph (D). (ii) The prosecution proved the speed of the accused was unsafe for the conditions present at the time of alleged violation unless the citation was for a violation of Section 22349, 22356, or 22406. (D) The radar, laser, or other electronic device used to measure the speed of the accused meets or exceeds the minimal operational standards of the National Traffic Highway Safety Administration, and has been calibrated within the three years prior to the date of the alleged violation by an independent certified laser or radar repair and testing or calibration facility. (2) A “speed trap” is either of the following: (A) A particular section of a highway measured as to distance and with boundaries marked, designated, or otherwise determined in order that the speed of a vehicle may be calculated by securing the time it takes the vehicle to travel the known distance. E.17.a Packet Pg. 343 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE 27 (B) (i) A particular section of a highway or state highway with a prima facie speed limit that is provided by this code or by local ordinance under paragraph (1) of of subdivision (b) of Section 22352, or established under Section 22354, 22357, 22358, or 22358.3, if that prima facie speed limit is not justified by an engineering and traffic survey conducted within one of the following time periods, prior to the date of the alleged violation, and enforcement of speed limit involves the use of radar or any other electronic device that measures the speed of moving objects: (I) Except as specified in subclause (II), seven years. (II) If an engineering and traffic survey was conducted more than seven years prior to the date of the alleged violation, and a registered engineer evaluates the section of the highway and determines that no significant changes in roadway or traffic conditions have occurred including, but not limited to, changes in adjoining property or land use, roadway width, or traffic volume, 14 years. (ii) This subparagraph does not apply to a local street, road, or school zone, senior zone, business activity district, or speed limit adopted under Section 22358.7 or 22358.8. Speed Trap Evidence Section 40803. (a) No evidence as to the speed of a vehicle upon a highway shall be admitted in any court upon the trial of any person in any prosecution under this code upon a charge involving the speed of a vehicle when the evidence is based upon or obtained from or by the maintenance or use of a speed trap. (b) In any prosecution under this code of a charge involving the speed of a vehicle, where enforcement involves the use of radar or other electronic devices which measure the speed of moving objects, the prosecution shall establish, as part of its prima facie case, that the evidence or testimony presented is not based upon a speed trap as defined in paragraph (2) of subdivision (a) of Section 40802. (c) When a traffic and engineering survey is required pursuant to paragraph (2) of subdivision (a) of Section 40802, evidence that a traffic and engineering survey has been conducted within five years of the date of the alleged violation or evidence that the offense was committed on a local street or road as defined in paragraph (2) of subdivision (a) of Section 40802 shall constitute a prima facie case that the evidence or testimony is not based upon a speed trap as defined in paragraph (2) subdivision (a) of Section 40802. E.17.a Packet Pg. 344 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE APPENDIX A Street Segment Data E.17.a Packet Pg. 345 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 1Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 9:00 85th Percentile Speed 42 50th Percentile Speed 38 10 mph Pace 33-42 Percentage of Vehicles in Pace 85 Posted Speed Limit 45 Total Crashes 2 Statewide Average Crash Rate 0.61 Crash Rate 0.35 On-Street Parking NONE Segment Length 0.54 Sidewalks PARTIAL, BOTH SIDES Driveways YES, BOTH SIDES Width 36-80 Adjacent Land Use COMMERCIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 40 CLOSEST TO 85TH mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)9663 Number of Lanes 2-4 LANES Marked X-Walks LACROSSE, GRAND TERRACE, I-215 E, S TERRACE Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET BARTON ROAD FROM WEST CITY LIMIT TO I-215 EAST CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve YES Visibility GOOD Roadway Conditions GOOD Lighting YES, BOTH SIDES Traffic Control T.S. @ I-215 E, GRAND TERRACE, LA CADENA, ROUNDABOUT @ LACROSSE E.17.a Packet Pg. 346 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 2Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 10:05 85th Percentile Speed 43 50th Percentile Speed 39 10 mph Pace 35-44 Percentage of Vehicles in Pace 88 Posted Speed Limit 40 Total Crashes 0 Statewide Average Crash Rate 0.66 Crash Rate 0.00 On-Street Parking NONE Segment Length 0.59 Sidewalks BOTH SIDES Driveways BOTH SIDES Width 72 Adjacent Land Use COMMERCIAL, RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 40 MUTCD OPTION 2 mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)19228 Number of Lanes 4 LANES WITH TWLTL & BIKE LANE ON SOUTH SIDE Marked X-Walks @ ALL T.S. Date of ADT 9/20/2022 1/1/2018-12/31/2020Date Range % STREET BARTON ROAD FROM I-215 EAST TO MOUNT VERNON AVENUE CERTIFICATION DATE DRAFT Pedestrian Traffic MODERAT Truck Traffic LIGHT Vertical Curve NO Horizontal Curve NO Visibility GOOD Roadway Conditions GOOD Lighting BOTH SIDES Traffic Control T.S. @ COMMERCE, TOWN SQUARE, CANAL, MT. VERNON E.17.a Packet Pg. 347 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 3Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 10:55 85th Percentile Speed 49 50th Percentile Speed 44 10 mph Pace 40-49 Percentage of Vehicles in Pace 79 Posted Speed Limit 45 Total Crashes 0 Statewide Average Crash Rate 0.77 Crash Rate 0.00 On-Street Parking NONE Segment Length 0.54 Sidewalks BOTH SIDES Driveways BOTH SIDES Width 72 Adjacent Land Use COMMERCIAL, RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 45 MUTCD OPTION 2 mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)14250 Number of Lanes 4 LANES WITH TWLTL & BIKE LANES Marked X-Walks @ ALL T.S. Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET BARTON ROAD FROM MOUNT VERNON AVENUE TO PRESTON STREET CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve YES Visibility FAIR Roadway Conditions GOOD Lighting BOTH SIDES Traffic Control T.S. @ MT. VERNON, PRESTON E.17.a Packet Pg. 348 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 4Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 12:15 85th Percentile Speed 49 50th Percentile Speed 44 10 mph Pace 39-48 Percentage of Vehicles in Pace 71 Posted Speed Limit 45 Total Crashes 0 Statewide Average Crash Rate 0.77 Crash Rate 0.00 On-Street Parking NONE Segment Length 0.70 Sidewalks BOTH SIDES FROM PRESTON TO GLENDORA Driveways BOTH SIDES Width 44-72 Adjacent Land Use RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 45 MUTCD OPTION 2 mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)15396 Number of Lanes 2-4 LANES WITH TWLTL & BIKE LANES Marked X-Walks @ ALL T.S. Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET BARTON ROAD FROM PRESTON STREET TO EAST CITY LIMIT CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve YES Visibility FAIR Roadway Conditions GOOD Lighting BOTH SIDES Traffic Control T.S. @ PRESTON, HONEY HILL/GRAND TERRACE E.17.a Packet Pg. 349 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 5Segment CITY OF GRAND TERRACE Date of Speed Survey 8/24/2023 Time of Speed Survey 9:00 85th Percentile Speed 42 50th Percentile Speed 36 10 mph Pace 30-39 Percentage of Vehicles in Pace 71 Posted Speed Limit 35 Total Crashes 1 Statewide Average Crash Rate 1.07 Crash Rate 0.50 On-Street Parking BOTH SIDES Segment Length 0.83 Sidewalks PARTIAL, BOTH SIDES Driveways BOTH SIDES Width 44 Adjacent Land Use RESIDENTIAL, MULTI-FAMILY RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 35 HIDDEN DRIVEWAYS mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)2190 Number of Lanes 2 LANES Marked X-Walks @ ALL T.S. Date of ADT 8/23/2023 1/1/2018-12/31/2020Date Range % STREET DE BERRY STREET FROM WEST TERMINUS TO MOUNT VERNON AVENUE CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve NO Visibility GOOD Roadway Conditions FAIR Lighting BOTH SIDES Traffic Control T.S. @ MT. VERNON; STOP @ MICHIGAN E.17.a Packet Pg. 350 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 6Segment CITY OF GRAND TERRACE Date of Speed Survey 8/24/2023 Time of Speed Survey 9:40 85th Percentile Speed 37 50th Percentile Speed 32 10 mph Pace 29-38 Percentage of Vehicles in Pace 73 Posted Speed Limit 30 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking BOTH SIDES Segment Length 0.66 Sidewalks BOTH SIDES Driveways BOTH SIDES Width 44 Adjacent Land Use SCHOOL, PARK, RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 30 HEAVY PEDESTRIAN TRAFFIC, UNCONTROLLED X-WALKS, HIDDEN DRIVEWAYS mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)2072 Number of Lanes 2 LANES WITH SPEED BUMPS Marked X-Walks @ T.S., WARBLER, ORIOLE Date of ADT 8/23/2023 1/1/2018-12/31/2020Date Range % STREET DE BERRY STREET FROM MOUNT VERNON AVENUE TO EAST TERMINUS CERTIFICATION DATE DRAFT Pedestrian Traffic MODERAT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve NO Visibility GOOD Roadway Conditions GOOD Lighting BOTH SIDES Traffic Control T.S. @ MT. VERNON E.17.a Packet Pg. 351 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 7Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 9:25 85th Percentile Speed 37 50th Percentile Speed 34 10 mph Pace 30-39 Percentage of Vehicles in Pace 69 Posted Speed Limit 25 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking BOTH SIDES Segment Length 0.56 Sidewalks NONE Driveways YES, BOTH SIDES Width 42 Adjacent Land Use RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 25 RESIDENTIAL ZONE mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)1320 Number of Lanes 2 LANES Marked X-Walks @ BARTON Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET GRAND TERRACE ROAD FROM BARTON ROAD TO NEWPORT AVENUE CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES, N/O VIVIENDA Horizontal Curve YES, N/O VIVIENDA Visibility MODERATE Roadway Conditions FAIR Lighting YES, BOTH SIDES Traffic Control T.S. @ BARTON, STOP @ NEWPORT, VIVIENDA E.17.a Packet Pg. 352 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 8Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 13:50 85th Percentile Speed 37 50th Percentile Speed 32 10 mph Pace 28-37 Percentage of Vehicles in Pace 72 Posted Speed Limit 25 Total Crashes 1 Statewide Average Crash Rate 1.07 Crash Rate 2.07 On-Street Parking SOUTH SIDE ONLY Segment Length 0.21 Sidewalks BOTH SIDES Driveways SOUTH SIDE ONLY Width 44 Adjacent Land Use SCHOOL ZONE, SENIOR VILLAS, RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 25 SENIOR CENTER ZONE mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)2101 Number of Lanes 2 LANES Marked X-Walks @ ALL STOPS Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET GRAND TERRACE ROAD FROM MOUNT VERNON AVENUE TO (W) VISTA GRANDE WAY CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve NONE Horizontal Curve YES Visibility GOOD Roadway Conditions FAIR Lighting BOTH SIDES Traffic Control STOP @ MT VERNON, (W) VISTA GRANDE E.17.a Packet Pg. 353 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 9Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 12:35 85th Percentile Speed 35 50th Percentile Speed 29 10 mph Pace 24-33 Percentage of Vehicles in Pace 66 Posted Speed Limit 25 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking BOTH SIDES Segment Length 0.56 Sidewalks PARTIAL SOUTH SIDE ONLY Driveways BOTH SIDES Width 32 Adjacent Land Use RESIDENTIAL, SCHOOL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 25 RESIDENTIAL ZONE mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)1124 Number of Lanes 2 LANES Marked X-Walks @ BARTON, (W) VISTA GRANDE Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET GRAND TERRACE ROAD FROM (W) VISTA GRANDE WAY TO BARTON ROAD CERTIFICATION DATE DRAFT Pedestrian Traffic MODERAT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve YES Visibility LIMITED SSD Roadway Conditions FAIR Lighting BOTH SIDES Traffic Control T.S. @ BARTON, STOP @ (W) VISTA GRANDE E.17.a Packet Pg. 354 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 10Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 9:00 85th Percentile Speed 57 50th Percentile Speed 52 10 mph Pace 48-57 Percentage of Vehicles in Pace 76 Posted Speed Limit 50 Total Crashes 0 Statewide Average Crash Rate 0.93 Crash Rate 0.00 On-Street Parking NONE Segment Length 0.36 Sidewalks NONE Driveways WEST SIDE Width 93-100 Adjacent Land Use RESIDENTIAL, RXR Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 50 MAINTAIN UNIFORMITY mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)23422 Number of Lanes 4 LANES WITH RAISED MEDIAN Marked X-Walks @ BARTON Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET LA CADENA DRIVE FROM BARTON ROAD TO LITTON AVENUE CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic MODERAT Vertical Curve YES Horizontal Curve YES Visibility GOOD Roadway Conditions GOOD Lighting ON THE MEDIAN Traffic Control T.S. @ LITTON, BARTON E.17.a Packet Pg. 355 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 11Segment CITY OF GRAND TERRACE Date of Speed Survey 8/24/2023 Time of Speed Survey 14:55 85th Percentile Speed 45 50th Percentile Speed 39 10 mph Pace 35-44 Percentage of Vehicles in Pace 67 Posted Speed Limit 35 Total Crashes 2 Statewide Average Crash Rate 1.07 Crash Rate 0.37 On-Street Parking SOUTH SIDE Segment Length 0.95 Sidewalks BOTH SIDES FROM TRANSIT TO MICHIGAN Driveways BOTH SIDES Width 64 Adjacent Land Use SCHOOL, RESIDENTIAL, COMMERCIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 40 MAINTAIN UNIFORMITY mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)5225 Number of Lanes 2-3 LANES WITH RAISED MEDIAN Marked X-Walks @ ALL T.S. Date of ADT 8/23/2023 1/1/2018-12/31/2020Date Range % STREET MAIN STREET FROM IOWA AVENUE TO MICHIGAN STREET CERTIFICATION DATE DRAFT Pedestrian Traffic MODERAT Truck Traffic LIGHT Vertical Curve NO Horizontal Curve NO Visibility GOOD Roadway Conditions GOOD Lighting BOTH SIDES Traffic Control T.S. @ MICHIGAN, GRAND TERRACE HIGH SCHOOL, IOWA E.17.a Packet Pg. 356 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 12Segment CITY OF GRAND TERRACE Date of Speed Survey 8/24/2023 Time of Speed Survey 13:00 85th Percentile Speed 43 50th Percentile Speed 38 10 mph Pace 34-43 Percentage of Vehicles in Pace 66 Posted Speed Limit 35 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking NONE Segment Length 0.48 Sidewalks BOTH SIDES Driveways BOTH SIDES Width 64 Adjacent Land Use RESIDENTIAL, PARK Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 40 MUTCD OPTION 2 mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)3493 Number of Lanes 2 LANES WITH BIKE LANE ON NORTH SIDE Marked X-Walks @ T.S., STOP Date of ADT 8/23/2023 1/1/2018-12/31/2020Date Range % STREET MAIN STREET FROM MICHIGAN STREET TO MOUNT VERNON AVENUE CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve NO Horizontal Curve NO Visibility GOOD Roadway Conditions FAIR Lighting SOUTH SIDE Traffic Control T.S. @ MICHIGAN; STOP @ MT. VERNON E.17.a Packet Pg. 357 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 13Segment CITY OF GRAND TERRACE Date of Speed Survey 8/24/2023 Time of Speed Survey 13:25 85th Percentile Speed 36 50th Percentile Speed 29 10 mph Pace 23-32 Percentage of Vehicles in Pace 63 Posted Speed Limit 25 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking BOTH SIDES Segment Length 0.46 Sidewalks BOTH SIDES Driveways BOTH SIDES Width 44 Adjacent Land Use RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 30 RESIDENTIAL DENSITY, HIDDEN DRIVEWAYS mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)1104 Number of Lanes 2 LANES Marked X-Walks @ MT VERNON Date of ADT 8/23/2023 1/1/2018-12/31/2020Date Range % STREET MAIN STREET FROM MOUNT VERNON AVENUE TO EAST TERMINUS CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve NO Visibility GOOD Roadway Conditions FAIR Lighting BOTH SIDES Traffic Control STOP @ MT VERNON E.17.a Packet Pg. 358 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 14Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 9:00 85th Percentile Speed 41 50th Percentile Speed 36 10 mph Pace 32-41 Percentage of Vehicles in Pace 78 Posted Speed Limit 35 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking BOTH SIDES Segment Length 0.41 Sidewalks PARTIAL, BOTH SIDES Driveways BOTH SIDES Width 54-60 Adjacent Land Use RESIDENTIAL, COMMERCIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 35 AB 43- USE 2013 E&T RECOMMENDATION mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)6442 Number of Lanes 2 LANES Marked X-Walks @ ALL STOPS Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET MICHIGAN STREET FROM COMMERCE WAY TO VAN BUREN STREET CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic MODERAT Vertical Curve NO Horizontal Curve NO Visibility GOOD Roadway Conditions POOR/GOOD Lighting BOTH SIDES Traffic Control STOP @ DE BERRY, VAN BUREN, COMMERCE E.17.a Packet Pg. 359 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 15Segment CITY OF GRAND TERRACE Date of Speed Survey 9/20/2022 Time of Speed Survey 11:05 85th Percentile Speed 40 50th Percentile Speed 35 10 mph Pace 30-39 Percentage of Vehicles in Pace 75 Posted Speed Limit 35 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking BOTH SIDES Segment Length 0.49 Sidewalks PARTIAL, BOTH SIDES Driveways BOTH SIDES Width 42-64 Adjacent Land Use RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 35 MAINTAIN UNIFORMITY mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)6001 Number of Lanes 2 LANES Marked X-Walks @ ALL T.S., STOPS Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET MICHIGAN STREET FROM VAN BUREN STREET TO MAIN STREET CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve NO Visibility GOOD Roadway Conditions GOOD Lighting WEST SIDE ONLY Traffic Control T.S. @ MAIN; STOP @ PICO, VAN BUREN E.17.a Packet Pg. 360 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 16Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 10:30 85th Percentile Speed 46 50th Percentile Speed 41 10 mph Pace 38-47 Percentage of Vehicles in Pace 81 Posted Speed Limit 40 Total Crashes 1 Statewide Average Crash Rate 0.66 Crash Rate 0.16 On-Street Parking BOTH SIDES Segment Length 0.60 Sidewalks YES WEST SIDE, PARTIAL EAST SIDE Driveways BOTH SIDES Width 54-64 Adjacent Land Use COMMERCIAL, SINGLE & MULTI-FAMILY RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 40 MAINTAIN SPEED LIMIT UNIFORMITY mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)9386 Number of Lanes 4 LANES Marked X-Walks @ ALL T.S. Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET MOUNT VERNON AVENUE FROM NORTH CITY LIMIT TO BARTON ROAD CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve YES Visibility FAIR Roadway Conditions FAIR Lighting BOTH SIDES Traffic Control T.S. @ BARTON; STOP @ GRAND TERRACE E.17.a Packet Pg. 361 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 17Segment CITY OF GRAND TERRACE Date of Speed Survey 9/20/2022 Time of Speed Survey 14:55 85th Percentile Speed 44 50th Percentile Speed 39 10 mph Pace 34-43 Percentage of Vehicles in Pace 78 Posted Speed Limit 40 Total Crashes 0 Statewide Average Crash Rate 0.66 Crash Rate 0.00 On-Street Parking NONE Segment Length 0.48 Sidewalks BOTH SIDES Driveways BOTH SIDES Width 64 Adjacent Land Use COMMERCIAL, RESIDENTIAL, SCHOOL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 40 MUTCD OPTION 2 mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)18231 Number of Lanes 4 LANES WITH BIKE LANES Marked X-Walks @ BARTON, DE BERRY, VAN BUREN Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET MOUNT VERNON AVENUE FROM BARTON ROAD TO VAN BUREN STREET CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve NO Horizontal Curve NO Visibility GOOD Roadway Conditions GOOD Lighting EAST SIDE Traffic Control T.S. @ BARTON, DE BERRY, FIRE SIGNAL; STOP @ VAN BUREN E.17.a Packet Pg. 362 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 18Segment CITY OF GRAND TERRACE Date of Speed Survey 9/20/2022 Time of Speed Survey 10:40 85th Percentile Speed 44 50th Percentile Speed 40 10 mph Pace 36-45 Percentage of Vehicles in Pace 83 Posted Speed Limit 40 Total Crashes 0 Statewide Average Crash Rate 0.66 Crash Rate 0.00 On-Street Parking NONE Segment Length 0.50 Sidewalks BOTH SIDES Driveways BOTH SIDES Width 64 Adjacent Land Use RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 40 MUTCD OPTION 2 mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)11896 Number of Lanes 4 LANES WITH BIKE LANES Marked X-Walks @ ALL STOPS Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET MOUNT VERNON AVENUE FROM VAN BUREN STREET TO MAIN STREET CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve NO Horizontal Curve NO Visibility GOOD Roadway Conditions FAIR Lighting EAST SIDE Traffic Control STOP @ VAN BUREN, PICO, MAIN E.17.a Packet Pg. 363 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 19Segment CITY OF GRAND TERRACE Date of Speed Survey 9/21/2022 Time of Speed Survey 11:15 85th Percentile Speed 37 50th Percentile Speed 32 10 mph Pace 28-37 Percentage of Vehicles in Pace 78 Posted Speed Limit 35 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking BOTH SIDES Segment Length 0.55 Sidewalks YES SOUTH SIDE, PARTIAL NORTH SIDE Driveways BOTH SIDES Width 44 Adjacent Land Use RESIDENTIAL, COMMERCIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 35 CLOSEST TO 85TH mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)1830 Number of Lanes 2 LANES Marked X-Walks MID-BLOCK EAST OF BARTON Date of ADT 9/21/2022 1/1/2018-12/31/2020Date Range % STREET PALM AVENUE FROM BARTON ROAD TO HONEY HILL DRIVE CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve NO Visibility GOOD Roadway Conditions GOOD Lighting BOTH SIDES Traffic Control STOP @ BARTON, HONEY HILL, PRESTON E.17.a Packet Pg. 364 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 20Segment CITY OF GRAND TERRACE Date of Speed Survey 8/24/2023 Time of Speed Survey 12:30 85th Percentile Speed 38 50th Percentile Speed 34 10 mph Pace 29-38 Percentage of Vehicles in Pace 80 Posted Speed Limit 25 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking BOTH SIDES Segment Length 0.75 Sidewalks PARTIAL BOTH SIDES Driveways BOTH SIDES Width 40 Adjacent Land Use RESIDENTIAL, COMMERCIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 25 RESIDENTIAL ZONE mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)1607 Number of Lanes 2 LANES Marked X-Walks @ ALL STOPS Date of ADT 8/23/2023 1/1/2018-12/31/2020Date Range % STREET VAN BUREN STREET FROM WEST CITY LIMIT TO MOUNT VERNON AVENUE CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve NO Horizontal Curve NO Visibility GOOD Roadway Conditions GOOD Lighting SOUTH SIDE Traffic Control STOP @ MICHIGAN, MT VERNON E.17.a Packet Pg. 365 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 ENGINEERING AND TRAFFIC SURVEY 21Segment CITY OF GRAND TERRACE Date of Speed Survey 8/24/2023 Time of Speed Survey 11:25 85th Percentile Speed 36 50th Percentile Speed 32 10 mph Pace 28-37 Percentage of Vehicles in Pace 78 Posted Speed Limit 30 Total Crashes 0 Statewide Average Crash Rate 1.07 Crash Rate 0.00 On-Street Parking BOTH SIDES Segment Length 0.48 Sidewalks BOTH SIDES Driveways BOTH SIDES Width 44 Adjacent Land Use RESIDENTIAL Field Study By AC Checked By NS OPERATING CHARACTERISTICS mph mph CRASH HISTORY ROADWAY CHARACTERISTICS CERTIFICATION: I, Nicolle Spann, do hereby certify that this Engineering and Traffic Survey within the City of Grand Terrace was performed under my supervision and is accurate and complete. I am duly registered in the State of California as a Professional Engineer (Traffic). Nicolle Spann Date State Registration Number TE 2933 crashes/MVM feetmiles Speed Limit 30 HIDDEN RESIDENTIAL DRIVEWAYS mph Justification mph crashes/MVM RECOMMENDATION mph Number of Survey Samples 100 Average Daily Traffic (ADT)1380 Number of Lanes 2 LANES Marked X-Walks @ ALL STOP Date of ADT 8/23/2023 1/1/2018-12/31/2020Date Range % STREET VAN BUREN STREET FROM MOUNT VERNON AVENUE TO OBSERVATION DRIVE CERTIFICATION DATE DRAFT Pedestrian Traffic LIGHT Truck Traffic LIGHT Vertical Curve YES Horizontal Curve NO Visibility GOOD Roadway Conditions GOOD Lighting BOTH SIDES Traffic Control STOP @ ORIOLE, MT. VERNON E.17.a Packet Pg. 366 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE APPENDIX B Radar Speed Distribution Forms E.17.a Packet Pg. 367 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Barton Road 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:West City Limits - Interstate 215 Eastbound 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 2 49 X X 2 48 0 2 48 X X 2 47 1 1 47 X X 2 Date: 46 1 1 46 X X 2 45 0 1 45 X 1 44 2 0 44 X X 2 Time 43 1 1 43 X X 2 From:9:00 42 2 3 42 X X X X X 5 * 41 4 5 41 X X X X X X X X X 9 *Time 40 4 7 40 X X X X X X X X X X X 11 *To:9:20 39 4 6 39 X X X X X X X X X X 10 P 38 6 2 38 X X X X X X X X 8 A Existing 37 10 6 37 X X X X X X X X X X X X X X X X 16 C Speed Limit:35 MPH 36 6 8 36 X X X X X X X X X X X X X X 14 E 35 2 1 35 X X X 3 * 34 4 2 34 X X X X X X 6 * 33 2 1 33 X X X 3 * 32 1 0 32 X 1 31 0 1 31 X 1 Eastbound Westbound Combined Statistics 30 0 0 30 0 % Over Pace:10%14%13% 29 0 0 29 0 28 0 0 28 0 % In Pace:88%82%85% 27 0 0 27 0 26 0 0 26 0 % Under Pace:2%4%2% 25 0 0 25 0 24 0 0 24 0 Average Speed:38 MPH 39 MPH 39 MPH 23 0 0 23 0 22 0 0 22 0 Pace Speed:33 - 42 MPH 34 - 43 MPH 33 - 42 MPH 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 15th Percentile / Critical Speed:35 MPH 36 MPH 36 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:37 MPH 39 MPH 38 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:41 MPH 43 MPH 42 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 368 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Barton Road 65 0 0 65 0 64 0 0 64 0 63 0 0 63 0 Between:Interstate 215 Eastbound - Mount Vernon Avenue 62 0 0 62 0 61 0 0 61 0 60 0 0 60 0 Weather:Clear 59 0 0 59 0 58 0 0 58 0 57 0 0 57 0 Date: 56 0 0 56 0 55 0 0 55 0 54 0 0 54 0 Time 53 0 0 53 0 From:10:05 52 0 0 52 0 51 0 0 51 0 Time 50 0 0 50 0 To:10:25 49 0 1 49 X 1 48 0 2 48 X X 2 Existing 47 0 0 47 0 Speed Limit:45 MPH 46 0 2 46 X X 2 45 0 2 45 X X 2 44 2 3 44 X X X X X 5 * 43 1 3 43 X X X X 4 * 42 5 7 42 X X X X X X X X X X X X 12 * 41 7 5 41 X X X X X X X X X X X X 12 P Eastbound Westbound Combined Statistics 40 6 4 40 X X X X X X X X X X 10 A % Over Pace:0%10%7% 39 7 5 39 X X X X X X X X X X X X 12 C 38 7 6 38 X X X X X X X X X X X X X 13 E % In Pace:94%82%88% 37 6 3 37 X X X X X X X X X 9 * 36 4 3 36 X X X X X X X 7 *% Under Pace:6%8%5% 35 2 2 35 X X X X 4 * 34 1 1 34 X X 2 Average Speed:39 MPH 40 MPH 40 MPH 33 1 0 33 X 1 32 1 0 32 X 1 Pace Speed:35 - 44 MPH 36 - 45 MPH 35 - 44 MPH 31 0 1 31 X 1 30 0 0 30 0 29 0 0 29 0 15th Percentile / Critical Speed:36 MPH 37 MPH 36 MPH 28 0 0 28 0 27 0 0 27 0 50th Percentile / Critical Speed:39 MPH 40 MPH 39 MPH 26 0 0 26 0 25 0 0 25 0 85th Percentile / Critical Speed:42 MPH 44 MPH 43 MPH 24 0 0 24 0 23 0 0 23 0 22 0 0 22 0 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 18 0 0 18 0 17 0 0 17 0 16 0 0 16 0 15 0 0 15 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 369 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Barton Road 65 0 0 65 0 64 0 0 64 0 63 0 0 63 0 Between:Mount Vernon Avenue - Preston Street 62 0 0 62 0 61 0 0 61 0 60 0 0 60 0 Weather:Clear 59 0 0 59 0 58 0 0 58 0 57 0 0 57 0 Date: 56 0 0 56 0 55 0 1 55 X 1 54 0 0 54 0 Time 53 0 0 53 0 From:10:55 52 3 0 52 X X X 3 51 2 2 51 X X X X 4 Time 50 0 2 50 X X 2 To:11:15 49 0 6 49 X X X X X X 6 * 48 1 4 48 X X X X X 5 *Existing 47 0 5 47 X X X X X 5 *Speed Limit:45 MPH 46 7 7 46 X X X X X X X X X X X X X X 14 P 45 4 1 45 X X X X X 5 A 44 7 3 44 X X X X X X X X X X 10 C 43 6 4 43 X X X X X X X X X X 10 E 42 4 5 42 X X X X X X X X X 9 * 41 7 2 41 X X X X X X X X X 9 *Eastbound Westbound Combined Statistics 40 5 1 40 X X X X X X 6 *% Over Pace:12%2%10% 39 2 2 39 X X X X 4 38 1 1 38 X X 2 % In Pace:88%78%79% 37 1 0 37 X 1 36 0 3 36 X X X 3 % Under Pace:0%20%11% 35 0 1 35 X 1 34 0 0 34 0 Average Speed:44 MPH 45 MPH 44 MPH 33 0 0 33 0 32 0 0 32 0 Pace Speed:37 - 46 MPH 42 - 51 MPH 40 - 49 MPH 31 0 0 31 0 30 0 0 30 0 29 0 0 29 0 15th Percentile / Critical Speed:40 MPH 40 MPH 40 MPH 28 0 0 28 0 27 0 0 27 0 50th Percentile / Critical Speed:43 MPH 46 MPH 44 MPH 26 0 0 26 0 25 0 0 25 0 85th Percentile / Critical Speed:46 MPH 49 MPH 49 MPH 24 0 0 24 0 23 0 0 23 0 22 0 0 22 0 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 18 0 0 18 0 17 0 0 17 0 16 0 0 16 0 15 0 0 15 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 370 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Barton Road 65 0 0 65 0 64 0 0 64 0 63 0 0 63 0 Between:Preston Street - East City Limits 62 0 0 62 0 61 0 0 61 0 60 0 0 60 0 Weather:Clear 59 0 0 59 0 58 0 0 58 0 57 0 0 57 0 Date: 56 0 0 56 0 55 0 0 55 0 54 1 3 54 X X X X 4 Time 53 0 2 53 X X 2 From:12:15 52 0 0 52 0 51 1 1 51 X X 2 Time 50 1 2 50 X X X 3 To:12:35 49 2 4 49 X X X X X X 6 48 2 5 48 X X X X X X X 7 *Existing 47 2 2 47 X X X X 4 *Speed Limit:45 MPH 46 5 5 46 X X X X X X X X X X 10 * 45 4 3 45 X X X X X X X 7 P 44 5 3 44 X X X X X X X X 8 A 43 8 5 43 X X X X X X X X X X X X X 13 C 42 5 3 42 X X X X X X X X 8 E 41 2 2 41 X X X X 4 *Eastbound Westbound Combined Statistics 40 0 3 40 X X X 3 *% Over Pace:18%16%17% 39 4 3 39 X X X X X X X 7 * 38 2 1 38 X X X 3 % In Pace:76%70%71% 37 3 1 37 X X X X 4 36 0 0 36 0 % Under Pace:6%14%12% 35 1 2 35 X X X 3 34 2 0 34 X X 2 Average Speed:43 MPH 45 MPH 44 MPH 33 0 0 33 0 32 0 0 32 0 Pace Speed:37 - 46 MPH 40 - 49 MPH 39 - 48 MPH 31 0 0 31 0 30 0 0 30 0 29 0 0 29 0 15th Percentile / Critical Speed:38 MPH 40 MPH 39 MPH 28 0 0 28 0 27 0 0 27 0 50th Percentile / Critical Speed:43 MPH 45 MPH 44 MPH 26 0 0 26 0 25 0 0 25 0 85th Percentile / Critical Speed:47 MPH 50 MPH 49 MPH 24 0 0 24 0 23 0 0 23 0 22 0 0 22 0 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 18 0 0 18 0 17 0 0 17 0 16 0 0 16 0 15 0 0 15 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 371 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:DeBerry Street 65 0 0 65 0 64 0 0 64 0 63 0 0 63 0 Between:West End - Mount Vernon Avenue 62 0 0 62 0 61 0 0 61 0 60 0 0 60 0 Weather:Clear 59 0 0 59 0 58 0 0 58 0 57 0 0 57 0 Date: 56 0 0 56 0 55 0 0 55 0 54 0 0 54 0 Time 53 0 0 53 0 From:9:00 52 0 0 52 0 51 0 0 51 0 Time 50 0 0 50 0 To:9:40 49 0 0 49 0 48 1 0 48 X 1 Existing 47 0 1 47 X 1 Speed Limit:35 MPH 46 1 1 46 X X 2 45 1 1 45 X X 2 44 1 2 44 X X X 3 43 2 2 43 X X X X 4 42 2 4 42 X X X X X X 6 41 2 1 41 X X X 3 Eastbound Westbound Combined Statistics 40 0 1 40 X 1 % Over Pace:20%26%23% 39 3 2 39 X X X X X 5 * 38 4 2 38 X X X X X X 6 *% In Pace:70%72%71% 37 3 4 37 X X X X X X X 7 * 36 5 6 36 X X X X X X X X X X X 11 P % Under Pace:10%2%6% 35 2 3 35 X X X X X 5 A 34 2 4 34 X X X X X X 6 C Average Speed:35 MPH 36 MPH 36 MPH 33 7 2 33 X X X X X X X X X 9 E 32 4 4 32 X X X X X X X X 8 *Pace Speed:30 - 39 MPH 30 - 39 MPH 30 - 39 MPH 31 2 6 31 X X X X X X X X 8 * 30 3 3 30 X X X X X X 6 * 29 0 1 29 X 1 15th Percentile / Critical Speed:30 MPH 31 MPH 31 MPH 28 1 0 28 X 1 27 1 0 27 X 1 50th Percentile / Critical Speed:35 MPH 36 MPH 36 MPH 26 1 0 26 X 1 25 0 0 25 0 85th Percentile / Critical Speed:42 MPH 42 MPH 42 MPH 24 2 0 24 X X 2 23 0 0 23 0 22 0 0 22 0 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 18 0 0 18 0 17 0 0 17 0 16 0 0 16 0 15 0 0 15 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 8/24/23 E.17.a Packet Pg. 372 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:DeBerry Street 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Mount Vernon Avenue - East End 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 0 0 47 0 Date: 46 0 0 46 0 45 0 0 45 0 44 0 1 44 X 1 Time 43 0 1 43 X 1 From:9:40 42 1 0 42 X 1 41 1 1 41 X X 2 Time 40 0 0 40 0 To:11:25 39 1 0 39 X 1 38 4 1 38 X X X X X 5 *Existing 37 4 4 37 X X X X X X X X 8 *Speed Limit:30 MPH 36 1 2 36 X X X 3 * 35 2 4 35 X X X X X X 6 P 34 3 4 34 X X X X X X X 7 A 33 3 5 33 X X X X X X X X 8 C 32 5 6 32 X X X X X X X X X X X 11 E 31 4 4 31 X X X X X X X X 8 *Eastbound Westbound Combined Statistics 30 1 2 30 X X X 3 *% Over Pace:6%6%6% 29 7 7 29 X X X X X X X X X X X X X X 14 * 28 2 1 28 X X X 3 % In Pace:68%78%73% 27 1 3 27 X X X X 4 26 3 2 26 X X X X X 5 % Under Pace:26%16%21% 25 2 2 25 X X X X 4 24 2 0 24 X X 2 Average Speed:31 MPH 32 MPH 32 MPH 23 1 0 23 X 1 22 0 0 22 0 Pace Speed:29 - 38 MPH 29 - 38 MPH 29 - 38 MPH 21 1 0 21 X 1 20 1 0 20 X 1 19 0 0 19 0 15th Percentile / Critical Speed:26 MPH 28 MPH 27 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:31 MPH 32 MPH 32 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:37 MPH 37 MPH 37 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 8/24/23 E.17.a Packet Pg. 373 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed NB SB VEH.Location:Grand Terrace Road 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Barton Road - Newport Avenue 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 0 0 47 0 Date: 46 0 0 46 0 45 0 0 45 0 44 0 0 44 0 Time 43 2 0 43 X X 2 From:9:25 42 1 1 42 X X 2 41 1 1 41 X X 2 Time 40 0 0 40 0 To:10:05 39 1 4 39 X X X X X 5 * 38 3 1 38 X X X X 4 *Existing 37 5 4 37 X X X X X X X X X 9 *Speed Limit:25 MPH 36 4 5 36 X X X X X X X X X 9 P 35 2 3 35 X X X X X 5 A 34 7 7 34 X X X X X X X X X X X X X X 14 C 33 1 2 33 X X X 3 E 32 3 4 32 X X X X X X X 7 * 31 1 4 31 X X X X X 5 *Northbound Southbound Combined Statistics 30 5 3 30 X X X X X X X X 8 *% Over Pace:10%4%6% 29 2 2 29 X X X X 4 28 2 0 28 X X 2 % In Pace:66%74%69% 27 1 0 27 X 1 26 3 5 26 X X X X X X X X 8 % Under Pace:24%22%25% 25 2 1 25 X X X 3 24 1 1 24 X X 2 Average Speed:33 MPH 33 MPH 33 MPH 23 0 1 23 X 1 22 3 0 22 X X X 3 Pace Speed:29 - 38 MPH 30 - 39 MPH 30 - 39 MPH 21 0 1 21 X 1 20 0 0 20 0 19 0 0 19 0 15th Percentile / Critical Speed:26 MPH 26 MPH 26 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:34 MPH 34 MPH 34 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:38 MPH 37 MPH 37 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Northbound Southbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 374 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Grand Terrace Road 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Mount Vernon Avenue - Vista Grande Way 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 0 0 47 0 Date: 46 0 0 46 0 45 0 0 45 0 44 0 0 44 0 Time 43 1 0 43 X 1 From:1:50 42 1 1 42 X X 2 41 1 1 41 X X 2 Time 40 0 0 40 0 To:2:25 39 0 1 39 X 1 38 3 4 38 X X X X X X X 7 Existing 37 5 2 37 X X X X X X X 7 *Speed Limit:25 MPH 36 2 1 36 X X X 3 * 35 5 3 35 X X X X X X X X 8 * 34 4 3 34 X X X X X X X 7 P 33 4 2 33 X X X X X X 6 A 32 3 5 32 X X X X X X X X 8 C 31 6 3 31 X X X X X X X X X 9 E Eastbound Westbound Combined Statistics 30 2 4 30 X X X X X X 6 *% Over Pace:6%20%13% 29 4 6 29 X X X X X X X X X X 10 * 28 3 5 28 X X X X X X X X 8 *% In Pace:76%72%72% 27 2 3 27 X X X X X 5 26 2 2 26 X X X X 4 % Under Pace:18%8%15% 25 2 2 25 X X X X 4 24 0 0 24 0 Average Speed:33 MPH 31 MPH 32 MPH 23 0 2 23 X X 2 22 0 0 22 0 Pace Speed:29 - 38 MPH 26 - 35 MPH 28 - 37 MPH 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 15th Percentile / Critical Speed:28 MPH 27 MPH 27 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:33 MPH 31 MPH 32 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:37 MPH 37 MPH 37 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 375 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed NB SB VEH.Location:Grand Terrace Road 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Vista Grande Way - Barton Road 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 0 0 47 0 Date: 46 0 0 46 0 45 0 0 45 0 44 0 0 44 0 Time 43 1 0 43 X 1 From:12:35 42 0 0 42 0 41 2 0 41 X X 2 Time 40 2 1 40 X X X 3 To:1:45 39 0 0 39 0 38 1 2 38 X X X 3 Existing 37 2 1 37 X X X 3 Speed Limit:25 MPH 36 2 0 36 X X 2 35 3 2 35 X X X X X 5 34 3 2 34 X X X X X 5 33 5 1 33 X X X X X X 6 * 32 3 6 32 X X X X X X X X X 9 * 31 3 3 31 X X X X X X 6 *Northbound Southbound Combined Statistics 30 2 2 30 X X X X 4 P % Over Pace:20%18%24% 29 4 4 29 X X X X X X X X 8 A 28 5 3 28 X X X X X X X X 8 C % In Pace:66%74%66% 27 2 4 27 X X X X X X 6 E 26 3 1 26 X X X X 4 *% Under Pace:14%8%10% 25 1 6 25 X X X X X X X 7 * 24 2 6 24 X X X X X X X X 8 *Average Speed:31 MPH 29 MPH 30 MPH 23 0 2 23 X X 2 22 2 1 22 X X X 3 Pace Speed:26 - 35 MPH 23 - 32 MPH 24 - 33 MPH 21 0 2 21 X X 2 20 2 1 20 X X X 3 19 0 0 19 0 15th Percentile / Critical Speed:26 MPH 24 MPH 24 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:31 MPH 28 MPH 29 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:37 MPH 34 MPH 35 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Northbound Southbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 376 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed NB SB VEH.Location:La Cadena Drive 75 0 0 75 0 74 0 0 74 0 73 0 0 73 0 Between:Barton Road - Litton Avenue 72 0 0 72 0 71 0 0 71 0 70 0 0 70 0 Weather:Clear 69 0 0 69 0 68 0 0 68 0 67 0 0 67 0 Date: 66 0 0 66 0 65 0 0 65 0 64 0 0 64 0 Time 63 0 0 63 0 From:9:00 62 0 0 62 0 61 0 1 61 X 1 Time 60 0 1 60 X 1 To:9:20 59 3 0 59 X X X 3 58 3 1 58 X X X X 4 Existing 57 3 3 57 X X X X X X 6 *Speed Limit:50 MPH 56 2 4 56 X X X X X X 6 * 55 6 3 55 X X X X X X X X X 9 * 54 3 7 54 X X X X X X X X X X 10 P 53 4 6 53 X X X X X X X X X X 10 A 52 7 5 52 X X X X X X X X X X X X 12 C 51 2 1 51 X X X 3 E Northbound Southbound Combined Statistics 50 4 4 50 X X X X X X X X 8 *% Over Pace:12%12%9% 49 3 2 49 X X X X X 5 * 48 5 2 48 X X X X X X X 7 *% In Pace:78%78%76% 47 1 5 47 X X X X X X 6 46 2 2 46 X X X X 4 % Under Pace:10%10%15% 45 1 3 45 X X X X 4 44 0 0 44 0 Average Speed:52 MPH 52 MPH 52 MPH 43 1 0 43 X 1 42 0 0 42 0 Pace Speed:48 - 57 MPH 47 - 56 MPH 48 - 57 MPH 41 0 0 41 0 40 0 0 40 0 39 0 0 39 0 15th Percentile / Critical Speed:48 MPH 47 MPH 47 MPH 38 0 0 38 0 37 0 0 37 0 50th Percentile / Critical Speed:52 MPH 53 MPH 52 MPH 36 0 0 36 0 35 0 0 35 0 85th Percentile / Critical Speed:57 MPH 56 MPH 57 MPH 34 0 0 34 0 33 0 0 33 0 32 0 0 32 0 31 0 0 31 0 30 0 0 30 0 29 0 0 29 0 28 0 0 28 0 27 0 0 27 0 26 0 0 26 0 25 0 0 25 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Northbound Southbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 377 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Main Street 65 0 0 65 0 64 0 0 64 0 63 0 0 63 0 Between:Iowa Avenue - Michigan Street 62 0 0 62 0 61 0 0 61 0 60 0 0 60 0 Weather:Clear 59 0 0 59 0 58 0 0 58 0 57 0 0 57 0 Date: 56 0 0 56 0 55 0 0 55 0 54 0 0 54 0 Time 53 0 0 53 0 From:2:55 52 0 0 52 0 51 0 1 51 X 1 Time 50 0 0 50 0 To:3:30 49 0 0 49 0 48 1 2 48 X X X 3 Existing 47 0 3 47 X X X 3 Speed Limit:35 MPH 46 2 3 46 X X X X X 5 45 3 2 45 X X X X X 5 44 2 2 44 X X X X 4 * 43 4 1 43 X X X X X 5 * 42 3 3 42 X X X X X X 6 * 41 3 5 41 X X X X X X X X 8 P Eastbound Westbound Combined Statistics 40 2 2 40 X X X X 4 A % Over Pace:12%22%17% 39 3 5 39 X X X X X X X X 8 C 38 2 3 38 X X X X X 5 E % In Pace:66%68%67% 37 5 5 37 X X X X X X X X X X 10 * 36 5 3 36 X X X X X X X X 8 *% Under Pace:22%10%16% 35 4 5 35 X X X X X X X X X 9 * 34 1 0 34 X 1 Average Speed:38 MPH 40 MPH 39 MPH 33 4 2 33 X X X X X X 6 32 3 0 32 X X X 3 Pace Speed:35 - 44 MPH 35 - 44 MPH 35 - 44 MPH 31 1 0 31 X 1 30 2 0 30 X X 2 29 0 1 29 X 1 15th Percentile / Critical Speed:33 MPH 35 MPH 33 MPH 28 0 1 28 X 1 27 0 1 27 X 1 50th Percentile / Critical Speed:37 MPH 39 MPH 39 MPH 26 0 0 26 0 25 0 0 25 0 85th Percentile / Critical Speed:44 MPH 46 MPH 45 MPH 24 0 0 24 0 23 0 0 23 0 22 0 0 22 0 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 18 0 0 18 0 17 0 0 17 0 16 0 0 16 0 15 0 0 15 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 8/24/23 E.17.a Packet Pg. 378 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Main Street 65 0 0 65 0 64 0 0 64 0 63 0 0 63 0 Between:Michigan Street - Mount Vernon Avenue 62 0 0 62 0 61 0 0 61 0 60 0 0 60 0 Weather:Clear 59 0 0 59 0 58 0 0 58 0 57 0 0 57 0 Date: 56 0 0 56 0 55 0 0 55 0 54 0 0 54 0 Time 53 0 0 53 0 From:1:00 52 0 0 52 0 51 0 0 51 0 Time 50 0 0 50 0 To:2:20 49 1 1 49 X X 2 48 0 0 48 0 Existing 47 2 1 47 X X X 3 Speed Limit:45 MPH 46 1 1 46 X X 2 45 3 1 45 X X X X 4 44 1 2 44 X X X 3 43 3 6 43 X X X X X X X X X 9 * 42 3 3 42 X X X X X X 6 * 41 5 1 41 X X X X X X 6 *Eastbound Westbound Combined Statistics 40 3 3 40 X X X X X X 6 P % Over Pace:14%12%14% 39 1 4 39 X X X X X 5 A 38 3 4 38 X X X X X X X 7 C % In Pace:60%72%66% 37 2 2 37 X X X X 4 E 36 5 3 36 X X X X X X X X 8 *% Under Pace:26%16%20% 35 4 5 35 X X X X X X X X X 9 * 34 1 5 34 X X X X X X 6 *Average Speed:38 MPH 38 MPH 38 MPH 33 1 2 33 X X X 3 32 4 3 32 X X X X X X X 7 Pace Speed:35 - 44 MPH 34 - 43 MPH 34 - 43 MPH 31 1 1 31 X X 2 30 2 1 30 X X X 3 29 0 1 29 X 1 15th Percentile / Critical Speed:32 MPH 33 MPH 32 MPH 28 1 0 28 X 1 27 1 0 27 X 1 50th Percentile / Critical Speed:38 MPH 38 MPH 38 MPH 26 2 0 26 X X 2 25 0 0 25 0 85th Percentile / Critical Speed:44 MPH 43 MPH 43 MPH 24 0 0 24 0 23 0 0 23 0 22 0 0 22 0 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 18 0 0 18 0 17 0 0 17 0 16 0 0 16 0 15 0 0 15 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 8/24/23 E.17.a Packet Pg. 379 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Main Street 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Mount Vernon Avenue - East End 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 0 0 47 0 Date: 46 0 0 46 0 45 0 0 45 0 44 0 0 44 0 Time 43 0 0 43 0 From:1:25 42 0 0 42 0 41 1 3 41 X X X X 4 Time 40 1 4 40 X X X X X 5 To:2:45 39 2 0 39 X X 2 38 1 0 38 X 1 Existing 37 0 1 37 X 1 Speed Limit:45 MPH 36 2 1 36 X X X 3 35 2 3 35 X X X X X 5 34 3 3 34 X X X X X X 6 33 1 2 33 X X X 3 32 3 5 32 X X X X X X X X 8 * 31 3 3 31 X X X X X X 6 *Eastbound Westbound Combined Statistics 30 3 2 30 X X X X X 5 *% Over Pace:10%34%30% 29 3 2 29 X X X X X 5 P 28 9 5 28 X X X X X X X X X X X X X X 14 A % In Pace:66%60%63% 27 4 2 27 X X X X X X 6 C 26 1 1 26 X X 2 E % Under Pace:24%6%7% 25 3 3 25 X X X X X X 6 * 24 3 3 24 X X X X X X 6 *Average Speed:30 MPH 30 MPH 30 MPH 23 1 4 23 X X X X X 5 * 22 2 2 22 X X X X 4 Pace Speed:27 - 36 MPH 23 - 32 MPH 23 - 32 MPH 21 0 0 21 0 20 2 1 20 X X X 3 19 0 0 19 0 15th Percentile / Critical Speed:24 MPH 24 MPH 24 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:28 MPH 30 MPH 29 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:35 MPH 37 MPH 36 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 8/24/23 E.17.a Packet Pg. 380 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed NB SB VEH.Location:Michigan Street 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Barton Road - Van Buren Avenue 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 1 0 47 X 1 Date: 46 0 0 46 0 45 0 1 45 X 1 44 0 1 44 X 1 Time 43 0 1 43 X 1 From:9:00 42 3 1 42 X X X X 4 41 5 3 41 X X X X X X X X 8 *Time 40 3 2 40 X X X X X 5 *To:9:25 39 3 2 39 X X X X X 5 * 38 8 0 38 X X X X X X X X 8 P Existing 37 7 6 37 X X X X X X X X X X X X X 13 A Speed Limit:30 MPH 36 3 3 36 X X X X X X 6 C 35 1 5 35 X X X X X X 6 E 34 3 8 34 X X X X X X X X X X X 11 * 33 4 5 33 X X X X X X X X X 9 * 32 2 5 32 X X X X X X X 7 * 31 4 2 31 X X X X X X 6 Northbound Southbound Combined Statistics 30 3 3 30 X X X X X X 6 % Over Pace:2%8%8% 29 0 1 29 X 1 28 0 0 28 0 % In Pace:80%78%78% 27 0 0 27 0 26 0 1 26 X 1 % Under Pace:18%14%14% 25 0 0 25 0 24 0 0 24 0 Average Speed:37 MPH 35 MPH 36 MPH 23 0 0 23 0 22 0 0 22 0 Pace Speed:33 - 42 MPH 32 - 41 MPH 32 - 41 MPH 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 15th Percentile / Critical Speed:32 MPH 32 MPH 32 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:37 MPH 34 MPH 36 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:41 MPH 40 MPH 41 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Northbound Southbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 381 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed NB SB VEH.Location:Michigan Street 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Van Buren Avenue - Main Street 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 0 0 47 0 Date: 46 2 0 46 X X 2 45 0 2 45 X X 2 44 0 0 44 0 Time 43 2 0 43 X X 2 From:11:05 42 4 1 42 X X X X X 5 41 2 1 41 X X X 3 Time 40 0 3 40 X X X 3 To:11:30 39 2 2 39 X X X X 4 * 38 1 4 38 X X X X X 5 *Existing 37 2 3 37 X X X X X 5 *Speed Limit:35 MPH 36 4 5 36 X X X X X X X X X 9 P 35 8 5 35 X X X X X X X X X X X X X 13 A 34 4 7 34 X X X X X X X X X X X 11 C 33 5 7 33 X X X X X X X X X X X X 12 E 32 3 1 32 X X X X 4 * 31 4 3 31 X X X X X X X 7 *Northbound Southbound Combined Statistics 30 2 3 30 X X X X X 5 *% Over Pace:26%8%17% 29 2 2 29 X X X X 4 28 2 0 28 X X 2 % In Pace:72%80%75% 27 0 1 27 X 1 26 1 0 26 X 1 % Under Pace:2%12%8% 25 0 0 25 0 24 0 0 24 0 Average Speed:35 MPH 35 MPH 35 MPH 23 0 0 23 0 22 0 0 22 0 Pace Speed:28 - 37 MPH 31 - 40 MPH 30 - 39 MPH 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 15th Percentile / Critical Speed:31 MPH 31 MPH 31 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:35 MPH 35 MPH 35 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:42 MPH 39 MPH 40 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Northbound Southbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/20/22 E.17.a Packet Pg. 382 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed NB SB VEH.Location:Mount Vernon Avenue 65 0 0 65 0 64 0 0 64 0 63 0 0 63 0 Between:North City Limits - Barton Road 62 0 0 62 0 61 0 0 61 0 60 0 0 60 0 Weather:Clear 59 0 0 59 0 58 0 0 58 0 57 0 0 57 0 Date: 56 0 0 56 0 55 0 0 55 0 54 0 0 54 0 Time 53 0 0 53 0 From:10:30 52 0 0 52 0 51 0 0 51 0 Time 50 0 0 50 0 To:10:50 49 2 3 49 X X X X X 5 48 0 2 48 X X 2 Existing 47 2 2 47 X X X X 4 *Speed Limit:40 MPH 46 4 2 46 X X X X X X 6 * 45 2 8 45 X X X X X X X X X X 10 * 44 3 6 44 X X X X X X X X X 9 P 43 4 3 43 X X X X X X X 7 A 42 3 4 42 X X X X X X X 7 C 41 6 4 41 X X X X X X X X X X 10 E Northbound Southbound Combined Statistics 40 5 6 40 X X X X X X X X X X X 11 *% Over Pace:4%10%7% 39 7 2 39 X X X X X X X X X 9 * 38 4 4 38 X X X X X X X X 8 *% In Pace:80%82%81% 37 2 1 37 X X X 3 36 1 1 36 X X 2 % Under Pace:16%8%12% 35 2 0 35 X X 2 34 2 1 34 X X X 3 Average Speed:41 MPH 42 MPH 42 MPH 33 0 1 33 X 1 32 1 0 32 X 1 Pace Speed:38 - 47 MPH 38 - 47 MPH 38 - 47 MPH 31 0 0 31 0 30 0 0 30 0 29 0 0 29 0 15th Percentile / Critical Speed:37 MPH 38 MPH 38 MPH 28 0 0 28 0 27 0 0 27 0 50th Percentile / Critical Speed:41 MPH 43 MPH 41 MPH 26 0 0 26 0 25 0 0 25 0 85th Percentile / Critical Speed:46 MPH 46 MPH 46 MPH 24 0 0 24 0 23 0 0 23 0 22 0 0 22 0 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 18 0 0 18 0 17 0 0 17 0 16 0 0 16 0 15 0 0 15 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Northbound Southbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 383 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed NB SB VEH.Location:Mount Vernon Avenue 65 0 0 65 0 64 0 0 64 0 63 0 0 63 0 Between:Barton Road - Van Buren Avenue 62 0 0 62 0 61 0 0 61 0 60 0 0 60 0 Weather:Clear 59 0 0 59 0 58 0 0 58 0 57 0 0 57 0 Date: 56 0 0 56 0 55 0 0 55 0 54 0 0 54 0 Time 53 0 0 53 0 From:2:55 52 0 0 52 0 51 0 0 51 0 Time 50 0 0 50 0 To:3:15 49 0 0 49 0 48 2 2 48 X X X X 4 Existing 47 0 3 47 X X X 3 Speed Limit:40 MPH 46 4 0 46 X X X X 4 45 1 2 45 X X X 3 44 2 2 44 X X X X 4 43 4 4 43 X X X X X X X X 8 * 42 6 2 42 X X X X X X X X 8 * 41 2 5 41 X X X X X X X 7 *Northbound Southbound Combined Statistics 40 6 2 40 X X X X X X X X 8 P % Over Pace:18%18%18% 39 5 2 39 X X X X X X X 7 A 38 5 7 38 X X X X X X X X X X X X 12 C % In Pace:80%76%78% 37 3 5 37 X X X X X X X X 8 E 36 3 4 36 X X X X X X X 7 *% Under Pace:2%6%4% 35 2 2 35 X X X X 4 * 34 4 5 34 X X X X X X X X X 9 *Average Speed:40 MPH 39 MPH 40 MPH 33 0 2 33 X X 2 32 1 1 32 X X 2 Pace Speed:34 - 43 MPH 34 - 43 MPH 34 - 43 MPH 31 0 0 31 0 30 0 0 30 0 29 0 0 29 0 15th Percentile / Critical Speed:36 MPH 34 MPH 35 MPH 28 0 0 28 0 27 0 0 27 0 50th Percentile / Critical Speed:40 MPH 38 MPH 39 MPH 26 0 0 26 0 25 0 0 25 0 85th Percentile / Critical Speed:44 MPH 44 MPH 44 MPH 24 0 0 24 0 23 0 0 23 0 22 0 0 22 0 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 18 0 0 18 0 17 0 0 17 0 16 0 0 16 0 15 0 0 15 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Northbound Southbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/20/22 E.17.a Packet Pg. 384 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed NB SB VEH.Location:Mount Vernon Avenue 65 0 0 65 0 64 0 0 64 0 63 0 0 63 0 Between:Van Buren Avenue - Main Street 62 0 0 62 0 61 0 0 61 0 60 0 0 60 0 Weather:Clear 59 0 0 59 0 58 0 0 58 0 57 0 0 57 0 Date: 56 0 0 56 0 55 0 0 55 0 54 0 0 54 0 Time 53 0 0 53 0 From:10:40 52 0 0 52 0 51 0 0 51 0 Time 50 0 0 50 0 To:11:00 49 2 1 49 X X X 3 48 1 0 48 X 1 Existing 47 0 1 47 X 1 Speed Limit:40 MPH 46 4 0 46 X X X X 4 45 2 4 45 X X X X X X 6 * 44 3 3 44 X X X X X X 6 * 43 4 1 43 X X X X X 5 * 42 5 10 42 X X X X X X X X X X X X X X X 15 P 41 1 6 41 X X X X X X X 7 A Northbound Southbound Combined Statistics 40 3 4 40 X X X X X X X 7 C % Over Pace:6%4%9% 39 11 3 39 X X X X X X X X X X X X X X 14 E 38 4 5 38 X X X X X X X X X 9 *% In Pace:84%88%83% 37 5 2 37 X X X X X X X 7 * 36 1 6 36 X X X X X X X 7 *% Under Pace:10%8%8% 35 1 2 35 X X X 3 34 1 0 34 X 1 Average Speed:41 MPH 40 MPH 40 MPH 33 1 1 33 X X 2 32 1 0 32 X 1 Pace Speed:37 - 46 MPH 36 - 45 MPH 36 - 45 MPH 31 0 0 31 0 30 0 0 30 0 29 0 1 29 X 1 15th Percentile / Critical Speed:37 MPH 36 MPH 36 MPH 28 0 0 28 0 27 0 0 27 0 50th Percentile / Critical Speed:39 MPH 41 MPH 40 MPH 26 0 0 26 0 25 0 0 25 0 85th Percentile / Critical Speed:45 MPH 44 MPH 44 MPH 24 0 0 24 0 23 0 0 23 0 22 0 0 22 0 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 18 0 0 18 0 17 0 0 17 0 16 0 0 16 0 15 0 0 15 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Northbound Southbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/20/22 E.17.a Packet Pg. 385 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Palm Avenue 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Barton Road - Honey Hills Drive 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 0 0 47 0 Date: 46 0 0 46 0 45 0 0 45 0 44 0 0 44 0 Time 43 0 0 43 0 From:11:15 42 1 1 42 X X 2 41 0 0 41 0 Time 40 2 2 40 X X X X 4 To:12:10 39 2 3 39 X X X X X 5 38 1 2 38 X X X 3 Existing 37 0 1 37 X 1 *Speed Limit:35 MPH 36 3 4 36 X X X X X X X 7 * 35 5 3 35 X X X X X X X X 8 * 34 3 6 34 X X X X X X X X X 9 P 33 4 5 33 X X X X X X X X X 9 A 32 5 6 32 X X X X X X X X X X X 11 C 31 3 6 31 X X X X X X X X X 9 E Eastbound Westbound Combined Statistics 30 4 4 30 X X X X X X X X 8 *% Over Pace:12%6%14% 29 5 2 29 X X X X X X X 7 * 28 6 3 28 X X X X X X X X X 9 *% In Pace:76%80%78% 27 0 0 27 0 26 1 2 26 X X X 3 % Under Pace:12%14%8% 25 0 0 25 0 24 4 0 24 X X X X 4 Average Speed:32 MPH 33 MPH 32 MPH 23 0 0 23 0 22 1 0 22 X 1 Pace Speed:28 - 37 MPH 30 - 39 MPH 28 - 37 MPH 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 15th Percentile / Critical Speed:28 MPH 30 MPH 28 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:32 MPH 33 MPH 32 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:36 MPH 38 MPH 37 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 9/21/22 E.17.a Packet Pg. 386 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Van Buren Avenue 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Westerly City Limit - Mount Vernon Avenue 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 0 0 47 0 Date: 46 0 0 46 0 45 0 0 45 0 44 0 0 44 0 Time 43 1 0 43 X 1 From:12:30 42 0 0 42 0 41 0 2 41 X X 2 Time 40 3 2 40 X X X X X 5 To:1:25 39 4 0 39 X X X X 4 38 4 4 38 X X X X X X X X 8 *Existing 37 6 3 37 X X X X X X X X X 9 *Speed Limit:30 MPH 36 6 1 36 X X X X X X X 7 * 35 5 5 35 X X X X X X X X X X 10 P 34 4 7 34 X X X X X X X X X X X 11 A 33 2 3 33 X X X X X 5 C 32 4 9 32 X X X X X X X X X X X X X 13 E 31 3 2 31 X X X X X 5 *Eastbound Westbound Combined Statistics 30 5 1 30 X X X X X X 6 *% Over Pace:8%8%12% 29 0 6 29 X X X X X X 6 * 28 1 0 28 X 1 % In Pace:86%82%80% 27 0 3 27 X X X 3 26 2 1 26 X X X 3 % Under Pace:6%10%8% 25 0 0 25 0 24 0 1 24 X 1 Average Speed:35 MPH 33 MPH 34 MPH 23 0 0 23 0 22 0 0 22 0 Pace Speed:30 - 39 MPH 29 - 38 MPH 29 - 38 MPH 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 15th Percentile / Critical Speed:30 MPH 29 MPH 30 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:35 MPH 33 MPH 34 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:39 MPH 38 MPH 38 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 8/24/23 E.17.a Packet Pg. 387 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t MPH Vehicles Surveyed TOT. Speed EB WB VEH.Location:Van Buren Avenue 55 0 0 55 0 54 0 0 54 0 53 0 0 53 0 Between:Mount Vernon Avenue - Observation Street 52 0 0 52 0 51 0 0 51 0 50 0 0 50 0 Weather:Clear 49 0 0 49 0 48 0 0 48 0 47 0 0 47 0 Date: 46 0 0 46 0 45 0 0 45 0 44 0 0 44 0 Time 43 0 0 43 0 From:11:25 42 0 0 42 0 41 0 1 41 X 1 Time 40 0 0 40 0 To:1:00 39 1 0 39 X 1 38 0 4 38 X X X X 4 Existing 37 4 4 37 X X X X X X X X 8 *Speed Limit:30 MPH 36 1 3 36 X X X X 4 * 35 4 7 35 X X X X X X X X X X X 11 * 34 4 5 34 X X X X X X X X X 9 P 33 5 2 33 X X X X X X X 7 A 32 3 3 32 X X X X X X 6 C 31 3 2 31 X X X X X 5 E Eastbound Westbound Combined Statistics 30 5 4 30 X X X X X X X X X 9 *% Over Pace:12%2%6% 29 7 5 29 X X X X X X X X X X X X 12 * 28 3 4 28 X X X X X X X 7 *% In Pace:80%78%78% 27 2 0 27 X X 2 26 4 2 26 X X X X X X 6 % Under Pace:8%20%16% 25 1 3 25 X X X X 4 24 2 1 24 X X X 3 Average Speed:31 MPH 32 MPH 32 MPH 23 1 0 23 X 1 22 0 0 22 0 Pace Speed:26 - 35 MPH 29 - 38 MPH 28 - 37 MPH 21 0 0 21 0 20 0 0 20 0 19 0 0 19 0 15th Percentile / Critical Speed:26 MPH 28 MPH 27 MPH 18 0 0 18 0 17 0 0 17 0 50th Percentile / Critical Speed:30 MPH 33 MPH 32 MPH 16 0 0 16 0 15 0 0 15 0 85th Percentile / Critical Speed:35 MPH 37 MPH 36 MPH 14 0 0 14 0 13 0 0 13 0 12 0 0 12 0 11 0 0 11 0 10 0 0 10 0 9 0 0 9 0 8 0 0 8 0 7 0 0 7 0 6 0 0 6 0 5 0 0 5 0 Total 50 50 GRAND TOTALS 100 Corona, CA 92880 T 951-268-6268 F 951-268-6267 Eastbound Westbound City of Grand Terrace Radar Speed Survey Radar Survey Conducted By: Counts Unlimited, Inc. PO Box 1178 8/24/23 E.17.a Packet Pg. 388 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE APPENDIX C Survey Equipment E.17.a Packet Pg. 389 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE Survey Equipment Used The radar equipment used by City Traffic Counters to collect speed measurements for this survey was a Stalker-II SDR Model Hand-Held Traffic Radar and a Stalker-ATR Model Hand-Held Traffic Radar both manufactured by Applied Concepts of Plano, Texas. The calibration of each unit was checked before each series of measurements were taken. Tests of the units were conducted in accordance with the manufacturer's specifications. The Stalker-II SDR Hand-Held Traffic Radar and Stalker-ATR Model Hand- Held Traffic Radar were last calibrated on January 16, 2023 by Southern California Radar/Laser Certification Laboratory. E.17.a Packet Pg. 390 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) E.17.a Packet Pg. 391 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) E.17.a Packet Pg. 392 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 2024 Engineering and Traffic Survey Report CITY OF GRAND TERRACE E.17.a Packet Pg. 393 At t a c h m e n t : G r a n d T e r r a c e 2 0 2 4 E T R e p o r t ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) Title 10 – VEHICLES AND TRAFFIC Chapter 10.08 SPEED LIMITS 01247.0001/991577.1 Grand Terrace, California, Municipal Code Page 1 of 6 Chapter 10.08 SPEED LIMITS E.17.b Packet Pg. 394 At t a c h m e n t : O r d i n a n c e A m e n d i n g S p e e d L i m i t C h a p t e r 1 0 . 0 8 ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 01247.0001/991577.1 Page 2 of 6 ORDINANCE NO. ___ AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, STATE OF CALIFORNIA, AMENDING REPEALING AND REPLACING CHAPTER 10.08 (“SPEED LIMITS”) OF TITLE 10 (“VEHICLES AND TRAFFIC”) OF THE GRAND TERRACE MUNICIPAL CODE IN ITS ENTIRETY AND BY ESTABLISHING SPEED LIMITS FOR CITY STREETS WHEREAS, California Vehicle Code Section 22357 allows a local authority to determine and declare a prima facie speed limit greater than 25 miles per hour, but not exceeding a maximum speed limit of 65 miles per hour, if the local authority determines, upon the basis ofrequires an engineering and traffic survey, that a speed limit greater than 25 miles per hour would facilitate the orderly movement of vehicular traffic; and to be conducted to establish speed limits greater than 25 miles per hour; WHEREAS, when a local authority determines and declares a prima facie speed limit greater than 25 miles per hour pursuant to California Vehicle Code section 22357, the declared prima facie speed limit may be thereafter revised upon the basis of an engineering and traffic study; and WHEREAS, California Vehicle Code Section 40802 provides that speed limits established under the California Vehicle Code may not be enforced by radar unless the speed limit has been justified by an engineering and traffic survey; and WHEREAS, Grand Terrace Municipal Code (“GTMC”) Chapter 10.08, “Speed Limits,” determines and declares prima facie speed limits above 25 miles per hour on Barton Road, DeBerry Street, Main Street, Michigan Street, Mount Vernon Avenue, Palm Avenue, and Van Buren Avenue, based upon traffic and engineeri ng studies performed in 2013 on those streets, in order to provide for the protection of the general public and facilitate the orderly movement of traffic in a reasonable and safe manner; and WHEREAS, the City Council has regularly amended Chapter 10.08 to reflect updated speed limits based on updated Engineering and Traffic Survey findings. Iin 2014 the City of Grand Terrace (“Ccity”) adopted O ordinance Nno. 273, amending title 10 of the grand terrace municipal code by repealing and replacing Cchapter 10.08, “Sspeed Llimits,” in its entirety; and WHEREAS, the City of Grand Terrace, through its Traffic Consultant, has conducted an Engineering and Traffic Survey for the City of Grand Terrace, which included speed zone and field surveys on Barton Road, DeBerry Street, Main Street, Michigan Street, Mount Vernon Avenue, Grand Terrace Road, La Cadena Drive, Palm Avenue, and Van Buren Avenue; and WHEREAS, the Traffic Consultant evaluated 21 segments of roads for traffic cc conditions and street hazards in each area and has proposed that speed limits be established under Chapter 10.08 for two additional segments of road:: Barton Roadd from West City Limits to I-215 East and Main Street from Mt. Vernon Ave to East End ; are added to the designated list in able and1. E.17.b Packet Pg. 395 At t a c h m e n t : O r d i n a n c e A m e n d i n g S p e e d L i m i t C h a p t e r 1 0 . 0 8 ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 01247.0001/991577.1 Page 3 of 6 WHEREAS, the City Council now desires to amendrepeal and replace Chapter 10.08 of the Municipal Code in its entirety based on an updated 2024 Engineering Traffic Study and to include speed limits on Barton Road from West City Limits to I-215 East and Main Street from Mt. Vernon Ave to East End. NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF GRAND TERRACE DOES HEREBY ORDAIN AS FOLLOWS: SECTION 1. Recitals. The above recitals are true and correct and incorporated herein by reference.. SECTION 2. Purpose. The City of Grand Terrace seeks to establish, revise and enforce speed limits for selected streets within City of Grand Terrace for the purpose of setting current speed limit signs that are appropriately set in accordance with the prevailing traffic conditions and safety requirements. SECTION 3. Findings. The City Council hereby determines and finds, upon the basis of the 2024 Engineering and Traffic Study performed by Willdan Engineering on various City streets, that a speed limit greater than 25 miles per hour would facilitate the orderly and safe movement of vehicular traffic on sections of Barton Road and Main Street within the City of Grand Terrace. SECTION 4. In accordance with the above determination of the City Council, Chapter 10.08 (“Speed Limits”) is hereby repealed, replaced, and superseded in its entirety, and shall now read in its entirety as follows: 10.08.010 - Barton Road, DeBerry Street, Main Street, Michigan Street, Mount Vernon Avenue, Palm Avenue, and Van Buren Avenue— Findings. The City Council finds, pursuant to traffic and engineering studies conducted in 2024, that speed limits on Barton Road, DeBerry Street, Main Street, Michigan Street, Mount Vernon Avenue, Palm Avenue, and Van Buren Avenue are hereby established and certified to provide for the protection of the general public and facilitate the orderly movement of traffic in a reasonable and safe manner .” 10.08.020 - Barton Road, DeBerry Street, Main Street, Michigan Street, Mount Vernon Avenue, Palm Avenue, and Van Buren Avenue —Limits designated. The prima facie speed limit shall be set forth in this Section on those streets designated as follows when signs are erected giving notice thereof: A. CITY OF GRAND TERRACE E.17.b Packet Pg. 396 At t a c h m e n t : O r d i n a n c e A m e n d i n g S p e e d L i m i t C h a p t e r 1 0 . 0 8 ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 01247.0001/991577.1 Page 4 of 6 Table 1 – Designated Speed Limits No. Street From To Rec. Speed Limit 1 BARTON ROAD WEST CITY LIMIT I-215 EAST 40 2 BARTON ROAD I-215 EAST MOUNT VERNON AVENUE 40 3 BARTON ROAD MOUNT VERNON AVENUE PRESTON STREET 45 4 BARTON ROAD PRESTON STREET EAST CITY LIMIT 45 5 DE BERRY STREET WEST TERMINUS MOUNT VERNON AVENUE 35 6 DE BERRY STREET MOUNT VERNON AVENUE EAST TERMINUS 30** 7 GRAND TERRACE ROAD BARTON ROAD AVENUE NEWPORT AVENUE 25 8 GRAND TERRACE ROAD MOUNT VERNON (W) VISTA GRANDE WAY 25** 9 GRAND TERRACE ROAD (W) VISTA GRANDE WAY BARTON ROAD 25** 10 LA CADENA DRIVE BARTON ROAD LITTON AVENUE 50 11 MAIN STREET IOWA AVENUE MICHIGAN STREET 40** 12 MAIN STREET MICHIGAN STREET MOUNT VERNON AVENUE 40 13 MAIN STREET MOUNT VERNON AVENUE EAST TERMINUS 30 14 MICHIGAN STREET COMMERCE WAY VAN BUREN STREET 35 15 MICHIGAN STREET VAN BUREN STREET MAIN STREET 35 16 MOUNT VERNON AVENUE NORTH CITY LIMIT BARTON ROAD 40 17 MOUNT VERNON AVENUE BARTON ROAD VAN BUREN STREET 40** 18 MOUNT VERNON AVENUE VAN BUREN STREET MAIN STREET 40 19 PALM AVENUE BARTON ROAD HONEY HILL DRIVE 35 20 VAN BUREN STREET WEST CITY LIMIT MOUNT VERNON AVENUE 25 E.17.b Packet Pg. 397 At t a c h m e n t : O r d i n a n c e A m e n d i n g S p e e d L i m i t C h a p t e r 1 0 . 0 8 ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 01247.0001/991577.1 Page 5 of 6 21 VAN BUREN STREET MOUNT VERNON AVENUE OBSERVATION DRIVE 30 ** 25 mph when children are present SECTION 52. CEQA. The City Council finds that the actions contemplated by this Ordinance are exempt from the California Environmental Quality Act ("CEQA") pursuant to Section 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. SECTION 3. Chapter 10.08 (“Speed Limits”) Of Title 10 (“Vehicles And Traffic”) of the Grand Terrace Municipal Code is hereby amended and shall be replaced and superseded in its entirety, by the Chapter 10.08 (“Speed Limits”) Of Title 10 (“Vehicles And Traffic”) as set forth in this Ordinance __. SECTION 4. City of Grand Terrace seeks to establish, revise and enforce speed limits for selected streets within City of Grand Terrace for the purpose of setting current speed limit signs that are appropriately set in accordance with the prevailing traffic conditions and safety requirements. SECTION 6. Severability. If any provision(s) of this Ordinance or the application thereof to any person or circumstances is held invalid or unconstitutional by any court of competent jurisdiction, such invalidity or unconstitutionality shall not affect any other provision or application, and to this end the provisions of this ordinance are declared to be severable. The City Council hereby declares that they would have adopted this ordinance and each section, subsection, sentence, clause, phrase, part or p ortion thereof, irrespective of the fact that any one or more sections, subsections, clauses, phrases, parts or portions thereof be declared invalid or unconstitutional. SECTION 7. Posting. The City Clerk shall certify to the passage and adoption of this Ordinance by the City Council and shall cause this ordinance to be published or posted in accordance with Government Code Section 36933 as required by law. The City Clerk is further directed to distribute copies to the San Bernardino County Court and the San Bernardino County Sheriff’s Department and maintain copies on the file at the City Clerk’s Office and the Department of Public Works, Engineering Division. SECTION 8. This Ordinance shall take effect and be in full force and effect from and after thirty (30) calendar days after its final passage and adoption. PASSED, APPROVED AND ADOPTED by the City Council of the City of Grand Terrace at a regular meeting held on the 25th 9th day of Julyne, 2024. _____________________________ Bill Hussey Formatted: Justified, Indent: Left: 0.5", Right: 0.5" Formatted: Font: (Default) Arial, 12 pt Formatted: Font: (Default) Arial, 12 pt Formatted: Font: E.17.b Packet Pg. 398 At t a c h m e n t : O r d i n a n c e A m e n d i n g S p e e d L i m i t C h a p t e r 1 0 . 0 8 ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) 01247.0001/991577.1 Page 6 of 6 Mayor ATTEST: ____________________________ Debra Thomas City Clerk APPROVED AS TO FORM: ____________________________ Adrian R. Guerra City Attorney E.17.b Packet Pg. 399 At t a c h m e n t : O r d i n a n c e A m e n d i n g S p e e d L i m i t C h a p t e r 1 0 . 0 8 ( A d o p t i o n o f S p e e d L i m i t O r d i n a n c e f o r V a r i o u s S t r e e t S e g m e n t s ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Adoption of the FY2024-25 Proposed Budget PRESENTED BY: Christine Clayton, Finance Director RECOMMENDATION: Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2024-25. 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: In prior years, staff has submitted, for City Council’s review and approval, the proposed budget for the upcoming year. Once approved, this document has served as the City’s financial plan for the following year and acts as the basis for budgetary control. For Fiscal Year (FY) 2023-24, City Council approved a one-year budget, with any adjustments submitted for the FY2023-24 budget, during the current year. An annual budget allows the city to: 1. Improve financial management, 2. Greater flexibility to respond to our confusing and uncertain environment , 3. Greater ability to shift resources because of service level demands; and 4. Quickly Reallocation and redeploy resources. DISCUSSION: The major revenues in the City of Grand Terrace increased during COVID -19, primarily because of consumer demand at food and drug stores. In addition, demand for building and construction supplies remained brisk. Retail sales, along with license fees and collection of franchise fees, are projected to lead to a positive outcome for FY2023-24. F.18 Packet Pg. 400 GENERAL FUND FISCAL YEAR 2023-24 Table 1 reflects the FY2023-24 Year-End Revenue and Expenditure projections. Table 1 City of Grand Terrace FY 2023-24 General Fund Revenue and Expenditure Report 2023-24 2023-24 Adj. Budget 05-23-23 Projections 03-12-2024 Property Tax $4,640,463 $4,824,446 Proceeds from Sale of Property $0 $0 Franchise Fees $650,000 $706,946 Licenses, Fees & Permits $654,870 $611,161 Sales Tax $1,234,000 $1,363,000 Intergovernmental Revenue/Grants $58,500 $32,967 Charges for Services $161,500 $145,210 Fines & Forfeitures $37,800 $37,496 Miscellaneous $26,710 $18,389 Use of Money & Property $34,660 $298,384 Wastewater Receipts $318,349 $318,349 Transfers In $50,000 $50,000 Total Revenues $7,866,852 $8,406,348 Salaries $1,473,430 $1,742,217 Benefits $1,237,062 $1,195,942 Materials & Supplies $418,545 $519,565 Professional/Cont. Services $4,398,580 $4,640,888 Equipment $0 $16,636 Lease of Facility/Equipment $11,500 $9,773 Utilities $242,300 $223,113 Overhead Cost Allocation ($81,950) ($82,450) Capital Projects $0 $7,059 Debt Service $0 $0 Transfers Out $110,500 $110,500 Total Expenditures $7,809,967 $8,383,243 Revenues $7,866,852 $8,406,348 F.18 Packet Pg. 401 City of Grand Terrace FY 2023-24 General Fund Revenue and Expenditure Report 2023-24 2023-24 Adj. Budget 05-23-23 Projections 03-12-2024 Expenditures ($7,809,967) ($8,383,243) Projected Surplus $56,885 $23,105 FISCAL YEAR 2024-25 The City continues to receive optimistic sales tax projections that build on the success from prior and current year sales tax growth. S taff continues to meet with our property and sales tax consultants (HdL) to monitor quarterly sales tax trends. Revenues: 1. Sales Tax projections: HdL projected higher sales tax revenues for FY2024-25 in the amount of $1,360,000, 2. Property Tax projections: Were provided by HdL with funds being received in the amount of $3,210,000; and 3. Property Tax VLF swap projections were provided by HdL in the amount of $1,700,000. Expenditures: 1. For the Sheriff’s Department the proposed contract amount is $2,540,112 which is a 2.83% increase from fiscal year 2023-24 which equates to $69,809. 2. General Fund Maintenance of Effort: The City receives Measure “I” funds (1/2 cent sales tax collected throughout San Bernardino County for transportation improvements - $330k) and Road Maintenance and Rehabilitation Program (RMRP) funds ($305k) into the RMRA Fund for use on local street and road systems. The term “Maintenance of Effort” (MOE) generally refers to a requirement placed upon state and federally funded grant programs that requires local cities and counties to maintain general fund spending for streets and roads either through a certain percentage or formula, which may include the local agency’s history of past spending on street rehabilitation and/or maintenance. F.18 Packet Pg. 402 Table 2 summarizes the FY2024-25 Proposed Budget: City of Grand Terrace FY 2024-25 Proposed General Fund Revenue and Expenditure Report 2024-25 Proposed 06-11-2024 Revenues Property Tax $4,910,000 Franchise Fees $675,000 Licenses, Fees & Permits $658,770 Sales Tax $1,360,000 Intergovernmental Revenue/Grants $58,500 Charges for Services $132,500 Fines & Forfeitures $39,000 Miscellaneous $26,710 Use of Money & Property $72,660 Wastewater Receipts $318,349 Transfers In $0 Total Revenues $8,251,489 Expenditures by Department Salaries $1,983,894 Benefits $1,468,901 Materials & Supplies $468,630 Professional/Contractual Services $4,164,773 Equipment $7,100 Lease of Facility/Equipment $8,700 Utilities $251,880 Overhead Cost Allocation ($281,950) Transfers Out $141,289 Total Expenditures $8,213,217 Revenues $8,251,489 Expenditures ($8,213,217) Fund Balance $38,272 F.18 Packet Pg. 403 There is no liquidation of assets that will impact the Fund Balance. The projected revenues are greater than the projected expenditures. This is consistent with the City Council’s policy to not fund ongoing expenses with one-time revenue. Revenues, $8,251,489 Expenditures, $8,213,217 Proposed Surplus, $38,272 Revenue, Expenditure and Fund Balance FY 2024-25 Revenues Expenditures Proposed Surplus CITY-WIDE PROPOSED FY2024-25 BUDGET The total Proposed Budget for FY202 4-25 is $10,659,850 in revenues and $10,659,850 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 2024-25 The next two tables show the Citywide Proposed Revenues and Expenditure budgets by fund: F.18 Packet Pg. 404 Table 3 (Proposed Revenues) City of Grand Terrace FY 2024-25 Proposed Revenue Summary by Fund 2022-23 2022-23 2023-24 2023-24 2024-25 Fund Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget GENERAL FUNDS 10 GENERAL FUND $7,641,614 $9,334,401 $7,866,852 $8,406,348 $8,251,489 61 COMMUNITY BENEFITS FUND $20,000 $21,378 $20,000 $20,000 $20,000 62 LIGHT UP GRAND TERRACE $10,000 $14,822 $20,000 $26,212 $33,000 63 GT ILLEGAL FIREWORKS ENFORCEMENT $2,000 $2,463 $2,000 $2,000 $2,000 64 PUBLIC SAFETY FUND $0 $452 $0 $0 $0 69 COMMUNITY DAY FUND $10,000 $3,758 $10,000 $20,000 $22,000 68 40TH YEAR BIRTHDAY CELEBRATION FND $0 $0 $0 $0 $0 70 EQUIP REPLACEMENT RESERVE FUND $0 ($352) $0 $0 $0 DEVELOPMENT IMPACT FEES (DIF) 11 STREET FUND $88,000 $73,023 $88,000 $42,000 $88,000 12 STORM DRAIN FUND $800 $5,890 $800 $0 $800 13 PARK FUND $800 $2,004 $800 $0 $800 19 FACILITIES FUND $20,600 $4,619 $600 $772 $1,800 SPECIAL REVENUE FUNDS 14 SLESF (AB3229 COPS) $165,000 $166,454 $165,000 $165,000 $185,500 15 AIR QUALITY IMPROVEMENT FUND $16,400 $62,701 $16,400 $15,000 $16,400 16 GAS TAX FUND $437,700 $533,570 $438,400 $438,000 $438,400 17 TRAFFIC SAFETY FUND $4,500 $7,399 $4,500 $4,500 $5,000 20 MEASURE "I" FUND $300,400 $354,072 $300,400 $300,400 $330,400 25 SPRING MOUNTAIN RANCH $52,000 $20,480 $52,000 $52,000 $2,000 26 LNDSCP & LGTG ASSESSMENT DIST $57,325 $63,235 $60,732 $59,700 $60,732 56 ROAD MAINT & REHAB ACCT $282,600 $307,327 $300,000 $300,000 $305,000 67 PUBLIC, EDUCATIONAL & GOVT ACCESS $19,300 $19,070 $19,300 $17,131 $19,300 76 EIFD - ENHANCED INFRAST FIN DIST $0 $0 $0 $0 $0 85 OPIOID SETTLEMENT PAYMENTS $0 $7,558 $3,400 $3,681 $3,400 90 COVID-19 FEMA REIMBURSEMENT FUND $0 $0 $0 $0 $0 91 SB COUNTY COVID-19 $0 $0 $0 $0 $0 93 COVID – INFRASTRUCTURE $0 $0 $0 $0 $0 94 ARPA $1,505,180 $2,311,256 $0 $747,544 $0 F.18 Packet Pg. 405 City of Grand Terrace FY 2024-25 Proposed Revenue Summary by Fund 2022-23 2022-23 2023-24 2023-24 2024-25 Fund Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget ENTERPRISE FUND 21 WASTEWATER DISPOSAL FUND $4,000 $30,935 $4,000 $4,000 $4,000 GRANT FUNDS 22 CDBG - COMM DEV BLOCK GRANT $60,140 $47,409 $56,020 $56,020 $90,000 65 SENIOR BUS PROGRAM FUND $152,665 $124,271 $106,238 $309,792 $114,996 66 CAL RECYCLE GRANT $0 $437 $21,219 $0 $0 73 ACTIVE TRANSPORTATION PRGRM FUND $0 $0 $0 $0 $0 74 HIGHWAY SAFETY IMPROV PROGRAM $44,000 $40,440 $692,534 $0 $0 75 EMERMGMT PREP GRANT $0 $0 $29,000 $29,000 $0 77 SO CAL INCENTIVE PROJ (SCIP) GRANT $0 $0 $0 $0 $0 92 CDBG – COVID $0 $9,045 $0 $0 $0 SUCCESSOR AGENCY 31 S/A RDA REVENUE FUND $0 $0 $0 $0 $0 32 S/A CAPITAL PROJECTS FUND $0 $0 $0 $0 $0 33 S/A DEBT SERVICE FUND $0 $0 $0 $0 $0 36 2011 TABS A & B BOND PROCEEDS $0 $1,352 $0 $0 $0 CAPITAL PROJECT FUNDS 45 CIP - COMMERCE WAY $0 $16,599 $0 $0 $0 46 CAPITAL IMPROVEMENTS - STREETS $0 $591,553 $524,894 $524,894 $664,833 47 CAP.PRJ. BARTON/COLTON BRIDGE $0 ($462) $0 $0 $0 48 CAPITAL PROJECTS FUND $0 $0 $0 $0 $0 49 CAPITAL PROJECTS FUND- PARKS $1,589,952 $2,229 $1,456,940 $72,627 $0 52 HOUSING AUTHORITY $65,000 $27,294 $65,000 $65,000 $0 95 DOG PARK ENDOWMENT FUND $0 $0 $0 $0 $0 $12,549,976 $14,206,682 $12,325,029 $11,681,621 $10,659,850 F.18 Packet Pg. 406 Table 4 (Proposed Expenditures) City of Grand Terrace FY 2024-25 Proposed Expense Summary by Fund 2022-23 2022-23 2023-24 2023-24 2024-25 Fund Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget GENERAL FUNDS 10 GENERAL FUND $7,631,339 $7,395,005 $7,883,407 $8,383,243 $8,213,217 61 COMMUNITY BENEFITS FUND $20,000 $6,371 $20,000 $20,000 $20,000 62 LIGHT UP GRAND TERRACE $10,000 $18,783 $20,000 $26,212 $33,000 63 GT ILLEGAL FIREWORKS ENFORCEMENT $2,000 $0 $2,000 $2,000 $2,000 64 PUBLIC SAFETY FUND $0 $0 $0 $0 $0 69 COMMUNITY DAY FUND $20,000 $11,590 $15,000 $20,000 $22,000 68 40TH YEAR BIRTHDAY CELEBRATION FND $0 $0 $0 $0 $0 70 EQUIP REPLACEMENT RESERVE FUND $0 $28,689 $0 $35,598 $0 DEVELOPMENT IMPACT FEES (DIF) 11 STREET FUND $0 $0 $0 $0 $0 12 STORM DRAIN FUND $0 $0 $0 $0 $0 13 PARK FUND $0 $0 $0 $0 $0 19 FACILITIES FUND $0 $3,999 $0 $0 $0 SPECIAL REVENUE FUNDS 14 SLESF (AB3229 COPS) $160,550 $165,856 $160,550 $160,550 $185,550 15 AIR QUALITY IMPROVEMENT FUND $0 $11,000 $0 $0 $0 16 GAS TAX FUND $363,416 $332,360 $369,055 $377,953 $438,400 17 TRAFFIC SAFETY FUND $4,000 $0 $4,000 $4,004 $4,000 20 MEASURE "I" FUND $119,272 $329,672 $300,000 $300,000 $330,000 25 SPRING MOUNTAIN RANCH $50,000 $50,000 $50,000 $50,000 $0 26 LNDSCP & LGTG ASSESSMENT DIST $56,238 $27,885 $59,290 $60,140 $52,325 56 ROAD MAINT & REHAB ACCT $300,000 $315,000 $300,000 $300,000 $305,000 67 PUBLIC, EDUCATIONAL & GOVT ACCESS $19,300 $12,974 $19,300 $17,000 $16,800 76 EIFD - ENHANCED INFRAST FIN DIST $0 $0 $0 $0 $0 85 OPIOID SETTLEMENT PAYMENTS $0 $0 $0 $0 $0 90 COVID-19 FEMA REIMBURSEMENT FUND $0 $0 $0 $0 $0 91 SB COUNTY COVID-19 $0 $0 $0 $0 $0 92 CDBG – COVID $0 $28,486 $0 $30,325 $0 93 COVID – INFRASTRUCTURE $0 $0 $0 $0 $0 F.18 Packet Pg. 407 City of Grand Terrace FY 2024-25 Proposed Expense Summary by Fund 2022-23 2022-23 2023-24 2023-24 2024-25 Fund Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget 94 ARPA $2,832,000 $2,206,011 $0 $735,831 $0 ENTERPRISE FUND 21 WASTEWATER DISPOSAL FUND $0 $88,570 $0 $0 $0 GRANT FUNDS 22 CDBG - COMM DEV BLOCK GRANT $60,140 $46,284 $56,020 $56,020 $90,000 65 SENIOR BUS PROGRAM FUND $146,825 $172,964 $193,238 $309,688 $114,996 66 CAL RECYCLE GRANT $0 $165 $21,219 $21,200 $0 73 ACTIVE TRANSPORTATION PRGRM FUND $0 $0 $0 $3 $0 74 HIGHWAY SAFETY IMPROV PROGRAM $44,000 $875 $692,534 $70,000 $1,691 75 EMER MGMT PREP GRANT $0 $0 $29,000 $29,000 $0 77 SO CAL INCENTIVE PROJ (SCIP) GRANT $0 $0 $0 $0 $0 SUCCESSOR AGENCY 31 S/A RDA REVENUE FUND $0 $0 $0 $0 $0 32 S/A CAPITAL PROJECTS FUND $0 $0 $0 $0 $0 33 S/A DEBT SERVICE FUND $0 $0 $0 $0 $0 36 2011 TABS A & B BOND PROCEEDS $0 $0 $0 $0 $0 CAPITAL PROJECT FUNDS 45 CIP - COMMERCE WAY $839,594 $0 $0 $0 $0 46 CAPITAL IMPROVEMENTS - STREETS $0 $599,453 $524,894 $524,894 $811,304 47 CAP.PRJ. BARTON/COLTON BRIDGE $0 $0 $0 $0 $0 48 CAPITAL PROJECTS FUND $0 $0 $0 $0 $0 49 CAPITAL PROJECTS FUND- PARKS $1,804,605 $196,496 $1,456,940 $72,627 $0 52 HOUSING AUTHORITY $32,789 $5,876 $35,870 $35,870 $19,567 95 DOG PARK ENDOWMENT FUND $0 $0 $0 $0 $0 F.18 Packet Pg. 408 City of Grand Terrace FY 2024-25 Proposed Expense Summary by Fund 2022-23 2022-23 2023-24 2023-24 2024-25 Fund Type Adjusted Budget Actuals Adjusted Budget Year-End Projections Proposed Budget $14,216,068 $12,054,364 $12,212,317 $11,642,158 $10,659,850 Budget Schedule The proposed schedule leading to adoption of the FY202 4-25 is as follows: Table 5 Description Date Budget Introduction and Deliberations Tuesday, June 11th Budget Deliberations and Adoption Tuesday, June 25th Budget Adoption (If needed) Tuesday, July 9th FISCAL IMPACT: Fiscal impacts of the FY2024-25 Proposed Budget are identified in the FY2024-25 Proposed Budget Summary (which is being made available in the City Clerk’s office). ATTACHMENTS: • FY2024-25 Budget (PDF) • FY2024-25 Budget Resolution (PDF) APPROVALS: Christine Clayton Completed 06/06/2024 9:19 AM Finance Completed 06/06/2024 11:11 AM City Manager Completed 06/06/2024 12:00 PM City Council Completed 06/11/2024 6:00 PM City Council Pending 06/25/2024 6:00 PM F.18 Packet Pg. 409 F.18.a Packet Pg. 410 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 411 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 412 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 413 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 414 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 415 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 416 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) ►► FY 2024-25 Proposed Citywide Revenue and Expenditure Report 2022-23 2023-24 2023-24 2024-25 Adjusted 2022-23 Adjusted Year -End Proposed Budget Actuals Budget Projections Budget REVENUES Property Tax $2,135,920 $4,486,770 $4,701,195 $4,884,146 $4,970,732 Residual Receipts -RPTTF 2,402,700 8 Proceeds from Sale of Property 1,304,058 Franchise Fees 635,000 713,727 650,000 706,946 675,000 Licenses, Fees & Permits 834,800 707,661 804,270 718,933 758,970 Sales Tax 1,425,400 1,784,815 1,534,000 1,663,000 1,690,000 Intergovernmental Revenue/Grants 5,435,817 2,935,418 2,927,417 1,732,027 74 9,007 Charges for Services 181,000 228,155 164,500 145,210 135,500 Fines & Forfeitures 72,800 68,166 47,700 47,677 49,400 Miscellaneous 39,710 68,215 44,710 27,293 42,710 Use of Money & Property 45,660 303,922 45,660 304,784 84,060 Waste Water Receipts 318,349 318,349 318,349 318,349 318,349 Transfers In 895,700 939,918 719,228 765,256 818,122 Residual Receipts -Sr Ctr 50,000 Gas Tax 367,300 338,455 368,000 368,000 368,000 Bond Proceeds Intergovernmental/Grants 125,010 9,045 Total Revenues $14,965,166 $14,206,682 $12,325,029 $11,68 1,621 $10,659,850 EXPENDI TURES BY CATEGORY Salaries $1,584,779 $1,459,671 $1,591,746 $1,859,239 $2,123,159 Benefits 1,409,032 1,214,618 1,284,707 1,243,850 1,532,638 Materials & Supplies 478,605 382,404 423,245 630,400 620,251 Professional/Contractual Services 8,183,171 6,407,692 5,017,147 5,932,668 4,778,661 Equipment 36,746 800 52,234 7,100 Lease of Facility/Equipment 17,000 8,346 16,500 14,773 8,700 Utilities 324,708 319,571 342,470 323,283 360,645 Overhead Cost Allocation (500)(248 ,400) Capital Projects 3,345,149 1,285,398 2,776,868 900,814 821,995 Debt Service Transfers Out 945,700 939,918 685,394 685,394 655,101 Total Expenditures $16,288,144 $12,054,364 $12,138,877 $11,642,155 $10,659,850 Revenues 14,965,166 14,206,682 12,325,029 11,681,621 10,659,850 Expenditures by Category (16,288,144) (12,054,364) (12,138,87 7) (11,642,155) (10,659,850) Surelus or Aeeroved Use of Fund Balance ${1,322,978l $2,152,318 $186,152 $3 9,466 $- CITY OF GRAND TERRACE ► PROPOSED ANNUAL BUDGET. 2024-2025 -------------1 F.18.a Packet Pg. 417 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 418 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 419 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 420 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 421 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 422 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 423 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 424 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) F.18.a Packet Pg. 425 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) CC Reso No. 2020-21 Page 1 of 2 June 23, 2020 RESOLUTION NO. 2024-xx A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2024-2025 RECITALS WHEREAS, a Proposed Budget for Fiscal Year 2024-2025 was introduced during a regularly scheduled City Council meeting on June 11, 2024; and WHEREAS, continued deliberations for the Annual Budget for Fiscal Year 202 4- 2025 was continued during a regularly scheduled City Council meeting on June 25, 2024; and WHEREAS, the City Manager has heretofore submitted to the City Council a Proposed Budget for the City for Fiscal Year 2024-2025, 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 use s 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 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. F.18.b Packet Pg. 426 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t R e s o l u t i o n ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) CC Reso No. 2020-21 Page 2 of 2 June 23, 2020 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 2024-2025. 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 mor e 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 25th day of June 2024. ________________________________ Bill Hussey Mayor ATTEST: __________________________________ Debra L. Thomas City Clerk APPROVED AS TO FORM: __________________________________ Adrian R. Guerra City Attorney F.18.b Packet Pg. 427 At t a c h m e n t : F Y 2 0 2 4 - 2 5 B u d g e t R e s o l u t i o n ( A d o p t i o n o f t h e F Y 2 0 2 4 - 2 5 P r o p o s e d B u d g e t ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Historical & Cultural Activities Committee Appointment - Stephanie Darwin PRESENTED BY: Debra Thomas, City Clerk RECOMMENDATION: That the Mayor Appoint, Subject to City Council Approval the Applicant as an At-Large Historical & Cultural Activities Committee Member 2030 VISION STATEMENT: This staff report supports all adopted Goals and all adopted Core Values of the City Council's 2030 Vision. BACKGROUND: The Historical & Cultural Activities Committee (“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 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 a majority vote of the City Council (Attachment I). Filling Vacancies on the Historical & Cultural Activities Committee Currently, the Committee has five (5) vacancies as follows: City Council Appointments: Mayor Bill Hussey’s Appointee Council Member Allen’s Appointee Council Member Henderson’s Appointee Council Member Sabino’s Appointee The City Council also has one (1) vacancy by at-large appointment. 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 G.19 Packet Pg. 428 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 ten (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 April 2024. The City has received one (1) application (Application for Citizen Service) from the following community member to serve on the Committee: • Stephanie Darwin At this time, the above-named applicant would fill the remaining at-large vacancy on the Committee, and based on the foregoing, the Mayor appoints, subject to City Council approval, the applicant as an at-large Historical & Cultural Activities Committee Member. FISCAL IMPACT: None. ATTACHMENTS: • Attachment 1 (PDF) • H&C Application - Darwin_Redacted (PDF) APPROVALS: Debra Thomas Completed 06/19/2024 11:48 AM City Manager Completed 06/19/2024 12:43 PM City Council Pending 06/25/2024 6:00 PM G.19 Packet Pg. 429 G.19.a Packet Pg. 430 At t a c h m e n t : A t t a c h m e n t 1 ( 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 A p p o i n t m e n t - D a r w i n ) G.19.b Packet Pg. 431 At t a c h m e n t : H & C A p p l i c a t i o n - D a r w i n _ 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 A p p o i n t m e n t - D a r w i n ) AGENDA REPORT MEETING DATE: June 25, 2024 Council Item TITLE: Future Agenda Items Request - Discussion on Whether to Consider Holding a Voter Education Session for the Community Members of Grand Terrace PRESENTED BY: Debra Thomas, City Clerk RECOMMENDATION: City Council to Consider Whether to Hold a Voter Education Session for the Community of Grand Terrace 2030 VISION STATEMENT: This staff report supports Goal #5: Engage in Proactive Communication. BACKGROUND: If a City Council Member is interested in a task or project that will require more than one hour of staff time to complete, the City Council Member shall submit the item to the City Manager and the item shall be agendized at a future meeting to ask the City Council if time should be spent on preparing a report on the proposed item. DISCUSSION: At the regular meeting of the City Council on April 23, 2024, Council Member Allen requested a Future Agenda Items Request to bring back at a future meeting discussion on whether to hold a Voter Education Session for the community members of Grand Terrace. At this time, pursuant to the City Council policy regarding Future Agenda Items Request, staff recommends that the City Council discuss whether staff bring back options on how to conduct a Voter Education Session for the community members of Grand Terrace and a date certain. FISCAL IMPACT: None. APPROVALS: Debra Thomas Completed 06/17/2024 11:42 AM City Manager Completed 06/20/2024 1:27 PM City Council Pending 06/25/2024 6:00 PM G.20 Packet Pg. 432