HomeMy WebLinkAbout02-01-2023 Agenda PacketMayor and City Council of the City of San Bernardino Page 1
CITY OF SAN BERNARDINO
AGENDA
FOR THE
REGULAR MEETING OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO,
MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE SUCCESSOR
AGENCY TO THE REDEVELOPMENT AGENCY, MAYOR AND CITY COUNCIL OF THE CITY OF SAN
BERNARDINO ACTING AS THE SUCCESSOR HOUSING AGENCY TO THE REDEVELOPMENT
AGENCY, AND MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE
HOUSING AUTHORITY, AND MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO
ACTING AS THE SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY
WEDNESDAY, FEBRUARY 01, 2023
5:30 PM CLOSED SESSION 7:00 PM OPEN SESSION
FELDHEYM CENTRAL LIBRARY • SAN BERNARDINO, CA 92410 • WWW.SBCITY.ORG
Theodore Sanchez Helen Tran
Damon L. Alexander
COUNCIL MEMBER, WARD 1 COUNCIL MEMBER, WARD 7
MAYOR
Sandra Ibarra Charles E. McNeely
COUNCIL MEMBER, WARD 2 INTERIM CITY MANAGER
Juan Figueroa Sonia Carvalho
COUNCIL MEMBER, WARD 3 CITY ATTORNEY
Fred Shorett Genoveva Rocha
MAYOR PRO TEM, WARD 4 CITY CLERK
Ben Reynoso
COUNCIL MEMBER, WARD 5
Kimberly Calvin
COUNCIL MEMBER, WARD 6
Welcome to a meeting of the Mayor and City Council of the City of San Bernardino.
• PLEASE VIEW THE LAST PAGES OF THE AGENDA FOR PUBLIC
COMMENT OPTIONS, OR CLICK ON THE FOLLOWING LINK:
tinyurl.com/mccpubliccomments
• Please contact the City Clerk's Office (909) 3845002 two working days prior
to the meeting for any requests for reasonable accommodation, to include
interpreters.
• To view PowerPoint presentations, written comments, or any revised
documents for this meeting date, use this link: tinyurl.com/agendabackup.
Select the corresponding year and meeting date folders to view documents.
Mayor and City Council of the City of San Bernardino Page 2
CALL TO ORDER
Attendee Name
Council Member, Ward 1 Theodore Sanchez
Council Member, Ward 2 Sandra Ibarra
Council Member, Ward 3 Juan Figueroa
Mayor ProTem, Ward 4 Fred Shorett
Council Member, Ward 5 Ben Reynoso
Council Member, Ward 6 Kimberly Calvin
Council Member, Ward 7 Damon L Alexander
Mayor Helen Tran
Interim City Manager Charles E. McNeely
City Attorney Sonia Carvalho
City Clerk Genoveva Rocha
5:30 P.M.
CLOSED SESSION PUBLIC COMMENT
CLOSED SESSION P.10
A) CONFERENCE WITH LEGAL COUNSEL EXISTING LITIGATION (Pursuant to
Government Code Section 54956.9(a) and (d)(1):
i. F.D. a minor, individually, by and through his Guardian ad Litem, Francisco Diaz v. City of
San Bernardino, et al. United States District Court Case No. 5:21CV01580JGBKK
ii. Juddit Rodriguez, an individual v. City of San Bernardino, et al., United States District
Court Case No. 5:21cv01528JGBSHK
B) CONFERENCE WITH LEGAL COUNSEL ANTICIPATED LITIGATION Significant
exposure to litigation (Pursuant to Government Code Section 54956.9(d)(2)): One Item.
C) CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Initiation of
litigation (Pursuant to Government Code Section 54956.9(d)(4)): One Item
7:00 P.M.
INVOCATION AND PLEDGE OF ALLEGIANCE
CLOSED SESSION REPORT
PUBLIC COMMENTS FOR ITEMS LISTED AND NOT LISTED ON THE AGENDA
CITY MANAGER UPDATE
MAYOR & CITY COUNCIL UPDATES/REPORTS ON CONFERENCES & MEETINGS
Mayor and City Council of the City of San Bernardino Page 3
CONSENT CALENDAR
1. Amendment No. 3 to Professional Services Agreement with Advanced Pet Care (All
Wards) P.11
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
authorize the City Manager to execute Amendment No. 3 to the Professional Services
Agreement (PSA) with Advanced Pet Care, and increase the annual contract amount to
$250,000.
2. Agreement with Horizons Construction Company International, Inc., for Asphalt
Maintenance and Street Segment Repair Services (All Wards) P. 35
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1. Authorize the City Manager, or designee to execute a Maintenance Services Agreement
with Horizons Construction Company International Inc., for asphalt maintenance and
street segment repair services; and
2. Adopt Resolution No. 2023021 authorizing the Agency Director of Administrative
Services to amend the FY 2022/23 General Fund Operating Budget in the amount of
$450,000; and Authorize the Agency Director of Administrative Services to issue a purchase
order in the amount not to exceed $450,000.
3. Approval of Commercial and Payroll Disbursements (All Wards) P. 104
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California
approve the commercial and payroll disbursements for October to December 2022.
4. Adopt Ordinance No. MC1605 amending Section 3.04 of the Municipal Code (All
Wards) P. 240
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California
Adopt Ordinance No. MC1605 amending Section 3.04 of the Municipal Code of the City of
San Bernardino, California.
5. Technical Correction to Fiscal Year 2022/23 1st Quarter Report (All Wards) P. 285
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1. Adopt Resolution No. 2023022 of the Mayor and City Council of the City of San
Bernardino, California, approving the increase to the salary ranges for Forensics
Specialist II and Community Service Officer.
2. Approve the amendment of the citywide salary schedule for fulltime, parttime,
temporary, and seasonal positions.
6. Memorandum of Understanding between the City of San Bernardino and the San
Bernardino Police Management Association (All Wards) P. 333
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
approve a Memorandum of Understanding (MOU) between the City of San Bernardino and
the San Bernardino Police Management Association (SBPMA).
Mayor and City Council of the City of San Bernardino Page 4
7.Agreement with the County of San Bernardino for access to the Sheriff’s
Department Automated Systems P. 366
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California
authorize the City Manager or designee to execute a 5Year agreement between the City of
San Bernardino, California and the County of San Bernardino, California for access to the
Sheriff’s Department Automated Systems.
8.Construction Agreement Award – Roof Replacement at Perris Hill Senior Center
(Ward 2) P. 377
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1.Approve the awarding of a Construction Agreement with Pacific Builders & Roofing, Inc.,
dba WSP Roofing, in the amount of $176,900 for the construction of Roof Replacement at
Perris Hill Senior Center ("Project"); and
2.Authorize the project construction, construction contingencies, and engineering and
inspection costs in the total amount of $205,000 for construction of the Project; and
3.Authorizing the City Manager or designee, to execute all documents with Pacific Builders
& Roofing, Inc. dba WSP Roofing; and
4.Authorize the City Manager or designee to expend the contingency fund, if necessary, to
complete the project.
9.Amendment No. 1 to Cooperative Agreement with County of San Bernardino for
Arrowhead Farm Area Street Rehabilitation (Ward 4) P. 397
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
adopt Resolution No. 2023023:
1.Approving Amendment No. 1 to the Cooperative Funding Agreement with the County
of San Bernardino for Arrowhead Farm Area Street Rehabilitation; and
2.Authorizing the Agency Director of Administrative Services to amend the FY 2022/24
Capital Improvement Plan, recording a supplemental appropriation in the amount of
$425,000 in Measure S Fund, for a total project cost of $915,000: and
3.Authorizing the City Manager or designee to execute Amendment No. 1 to
Cooperative Funding Agreement 20946.
10.Establish a “No Parking Anytime” Parking Restriction on both sides of the Median
Island along Windsor Drive between Gilbert Street and Baseline Street (Ward 2) P. 418
Recommendation:
Adopt Resolution No. 2023024 of the Mayor and City Council of the City of San Bernardino,
California, amending Resolution No. 3985 entitled, in part, “A Resolution Prohibiting Parking
Upon Certain Designated Streets, Alleys or Portions Thereof...” to establish a “No Parking
Anytime” zone on both sides of the median island along Windsor Drive between Gilbert
Street and Baseline Street.
11.Adoption of Ordinance No. MC1608 (Annexation 28) (Ward 5) P.427
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
adopt Ordinance No. MC1608 amending Ordinance No. MC1522 and levying special taxes
to be collected during Fiscal Year 20222023 to pay the annual costs of the maintenance
and servicing of landscaping, lighting, water quality improvements, graffiti, streets, street
sweeping, parks and trail maintenance, a reserve fund for capital replacement, and
administrative expenses with respect to City of San Bernardino Community Facilities
District No. 20191 (Maintenance Services).
Mayor and City Council of the City of San Bernardino Page 5
12. Adoption of Ordinance No. MC1610 (Annexation 30)(Ward 5) P.437
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
adopt Ordinance No. MC1610 amending Ordinance No. MC1522 and levying special taxes to
be collected during Fiscal Year 20222023 to pay the annual costs of the maintenance
and servicing of landscaping, lighting, water quality improvements, graffiti, streets, street
sweeping, parks and trail maintenance, a reserve fund for capital replacement, and
administrative expenses with respect to City of San Bernardino Community Facilities
District No. 20191 (Maintenance Services).
13. Adoption of Ordinance No. MC1611 (Annexation 32) (Ward 6) P.447
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
adopt Ordinance No. MC1611 amending Ordinance No. MC1522 and levying special taxes
to be collected during Fiscal Year 20222023 to pay the annual costs of the maintenance
and servicing of landscaping, lighting, water quality improvements, graffiti, streets, street
sweeping, parks and trail maintenance, a reserve fund for capital replacement, and
administrative expenses with respect to City of San Bernardino Community Facilities
District No. 20191 (Maintenance Services).
14. Irrevocable Agreement to Annex No. 2023372 (Ward 6) P.457
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California adopt
Resolution No. 2023025 of the Mayor and City Council of the City of San Bernardino,
California, approving the application to the Local Agency Formation Commission to provide
City sewer services to property located within the unincorporated territory at 3835 June
Street, San Bernardino, California; and authorizing the City Manager to execute an
Irrevocable Agreement to Annex.
15. Resolution Declaring Intent to Annex Territory: Community Facilities District No.
20191 (Maintenance Services): Annexation No. 33, Tax Zone No. 34 (GWS #7) (Ward
3) P.473
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California, adopt
Resolution No. 2023026 of the Mayor and City Council of San Bernardino, California,
declaring its intention to annex territory into Community Facilities District No. 20191
(Maintenance Services) of the City of San Bernardino, adopting a map of the area to be
proposed (Annexation No. 33) and authorizing the levy of a special taxes therein.
16. Resolution Declaring Intent to Annex Territory: Community Facilities District No.
20191 (Maintenance Services): Annexation No. 34, Tax Zone No. 35 (Clean Energy
Fuel) (Ward 3) P.515
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California, adopt
Resolution No. 2023027 of the Mayor and City Council of San Bernardino, California,
declaring its intention to annex territory into Community Facilities District No. 20191
(Maintenance Services) of the City of San Bernardino, adopting a map of the area to be
proposed (Annexation No. 34) and authorizing the levy of a special taxes therein.
Mayor and City Council of the City of San Bernardino Page 6
17. Amendment No. 7 to Cooperative Agreement 04040 with San Bernardino County
Transportation Authority (SBCTA) for the San Bernardino Metrolink Station and
Santa Fe Depot P.557
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1. Approve the Amendment No. 7 to Cooperative Agreement 04040 with San Bernardino
County Transportation Authority (SBCTA) for the San Bernardino Metrolink Station and
Santa Fe Depot; and
2.Authorize the City Manager to execute the amendment to the agreement.
DISCUSSION
18. Homelessness State of Emergency Declaration (All Wards) P.648
Recommendation:
It is Recommended that the Mayor and City Council of the City of San Bernardino:
1. Adopt Resolution No. 2023028 declaring a Homelessness State of Emergency; and
2. Direct the City Manager or his designee the ability to take certain administrative actions
to streamline the provision of shelter to people experiencing homelessness; and
3. Provide direction to Staff whether or not to prepare an ordinance (1) adopting California
Residential Code Appendix X and California Building Code Appendix O and/or (2)
making amendments to the San Bernardino Municipal Code for its consideration.
ITEMS TO BE CONSIDERED FOR FUTURE MEETINGS
19. Increase lighting at parks citywide (All Wards) – Council Member Reynoso P.662
20. Consider repeal of Resolution 2020265. Issue written notice directing the Planning
Commission, in accordance with Government Code 65853, to render within 40 days
its report on crushing restrictions of unfinished materials within 1,000 feet of
residentiallyzoned property (All Wards) – Council Member Sanchez P.663
ADJOURNMENT
The next joint regular meeting of the Mayor and City Council and the Mayor and City Council
Acting as the Successor Agency to the Redevelopment Agency will be held on February 15,
2023, at the Feldheym Central Library located at 555 West 6th Street, San Bernardino, California
92401. Closed Session will begin at 5:30 p.m. and Open Session will begin at 7:00 p.m.
CERTIFICATION OF POSTING AGENDA
I, Genoveva Rocha, CMC, City Clerk for the City of San Bernardino, California, hereby certify that
the agenda for the February 1, 2023 Regular Meeting of the Mayor and City Council and the Mayor
and City Council acting as the Successor Agency to the Redevelopment Agency was posted on the
City's bulletin board located at 201 North "E" Street, San Bernardino, California, at the Feldheym
Central Library located at 555 West 6th Street, San Bernardino, California, and on the City's
website sbcity.org on Friday, January 27, 2023.
/s/Genoveva Rocha
I declare under the penalty of perjury that the foregoing is true and correct.
Mayor and City Council of the City of San Bernardino Page 7
NOTICE: Any member of the public may address this meeting of the Mayor and City Council and
the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency on
any item appearing on the agenda by approaching the microphone in the Council Chamber when
the item about which the member desires to speak is called and by asking to be recognized.
Any member of the public desiring to speak to the Mayor and City Council and the Mayor and City
Council Acting as the Successor Agency to the Redevelopment Agency concerning any matter
not on the agenda but which is within the subject matter jurisdiction of the Mayor and City
Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment
Agency may address the body at the end of the meeting, during the period reserved for public
comments. Said total period for public comments shall not exceed 60 minutes, unless such time
limit is extended by the Mayor and City Council and the Mayor and City Council Acting as the
Successor Agency to the Redevelopment Agency. A threeminute limitation shall apply to each
member of the public, unless such time limit is extended by the Mayor and City Council and the
Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency. No
member of the public shall be permitted to "share" his/her three minutes with any other member
of the public.
Speakers who wish to present documents to the governing body may hand the documents to the
City Clerk at the time the request to speak is made.
The Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to
the Redevelopment Agency may refer any item raised by the public to staff, or to any
commission, board, bureau, or committee for appropriate action or have the item placed on the
next agenda of the Mayor and City Council and the Mayor and City Council Acting as the
Successor Agency to the Redevelopment Agency. However, no other action shall be taken nor
discussion held by the Mayor and City Council and the Mayor and City Council Acting as the
Successor Agency to the Redevelopment Agency on any item which does not appear on the
agenda unless the action is otherwise authorized in accordance with the provisions of
subdivision (b) of Section 54954.2 of the Government Code.
Public comments will not be received on any item on the agenda when a public hearing has
been conducted and closed.
Mayor and City Council of the City of San Bernardino Page 8
PUBLIC COMMENT OPTIONS
Please use ONE of the following options to provide a public comment:
1) Written comments can be emailed to publiccomments@sbcity.org. Written public
comments received up to 4:00 p.m. on the day of the meeting (or otherwise indicated on
the agenda) will be provided to the Mayor and City council and made part of the meeting
record. They will not be read aloud unless you require an ADA accommodation.
Please note: messages submitted via email and this page are only monitored from the
publication of the final agenda until the deadline to submit public comments. Please contact the
City Clerk at 9093845002 or SBCityClerk@sbcity.org for assistance outside of this timeframe.
2) Attend the meeting in person and fill out a speaker slip. Please note that the meeting
Chair decides the cutoff time for public comment, and the time may vary per meeting. If
you wish to submit your speaker slip in advance of the meeting, please submit your
request to speak using the form on the following page:tinyurl.com/mccpubliccomments.
3) REMOTE PARTICIPATION VIA ZOOM (For public comment only; Meeting will
not be viewable on Zoom)
a) You can use a mobile phone or a landline to dial into a Zoom meeting.
i) Dial (669) 9006833. When prompted, enter the Meeting ID: 6778459453
Passcode:2021
The public may begin joining the meeting on Zoom or by calling in to be added to the speaker
queue at 5:15 PM for Closed Session.
Once admitted to the Zoom Public Comment meeting, to request to speak at the appropriate
time:
ii) Dial *9 from your phone to raise your hand via Zoom
If calling in, staff will confirm the last four digits of the caller's phone number and unmute
them; the caller must then press *6 to speak from their device. Callers are encouraged, but
not required, to identify themselves by name. Each caller will be provided three (3) minutes
to speak. If you are calling in, please turn your volume down on your television or other
devices to limit any feedback when you speak.
b) Join the Meeting by clicking on the Zoom link below:
https://sbcityorg.zoom.us/j/6778459453?pwd=ZTkzdUJtcDMrbmFNQnVDSFhvaXQxZz0
Mayor and City Council of the City of San Bernardino Page 9
Meeting ID: 6778459453
Passcode:2021
You can also Go to Zoom.us and click "Join a Meeting" at the top.
Enter the Meeting ID: 6778459453
Passcode:2021
Public Hearings:
If you are commenting on a Public Hearing, please stay signed on to the Zoom session or sign
on when the Public Hearing is announced. You will be prompted by staff when the item is being
discussed.
Printed on 01/27/2023
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CLOSED SESSION
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Sonia Carvalho, City Attorney
Department:City Attorney's Office
Subject:Closed Session
Recommendation:
A)CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION (Pursuant to
Government Code Section 54956.9(a) and (d)(1):
i. F.D. a minor, individually, by and through his Guardian ad Litem, Francisco Diaz v.
City of San Bernardino, et al. United States District Court Case No. 5:21-CV-01580-
JGB-KK
ii. Juddit Rodriguez, an individual v. City of San Bernardino, et al., United States
District Court Case No. 5:21-cv-01528-JGB-SHK
B) CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION
Significant exposure to litigation (Pursuant to Government Code Section
54956.9(d)(2)): One Item.
C) CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Initiation
of litigation (Pursuant to Government Code Section 54956.9(d)(4)): One Item
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, City Manager
By: Kris Watson, Director of Animal Services
Department:Animal Services
Subject:Amendment No. 3 to Professional Services Agreement
with Advanced Pet Care (All Wards)
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, authorize the City Manager to execute Amendment No. 3 to the Professional
Services Agreement (PSA) with Advanced Pet Care, and increase the annual contract
amount to $250,000.
Background
On September 4, 2019, the Mayor and City Council adopted Resolution No. 2019-279,
authorizing a PSA with Advanced Pet Care to provide veterinary services for animals
in the shelter. The agreement was approved for one year with two single year renewals
and a total contract amount not to exceed $75,000. In July 2021, the City entered into
the first amendment with Advanced Pet Care after RFQ F-21-23 closed with Advanced
Pet Care as the sole responsive bidder for veterinary services to the shelter. In March
2022, the City entered into the second amendment with Advanced Pet Care, increasing
the contract amount to $150,000.
Discussion
Veterinary services are vital to the health and welfare of animals impounded at the
shelter. In addition to caring for sick and injured animals, as well as spay and neuter
services, the PSA with Advanced Pet Care provides the required state mandated
licensing for the shelter and the ability for the Department to purchase medications
and vaccines to treat animals at the shelter.
In 2022, the department impounded 1,160 more dogs and 134 cats than it did in
2021. This represents a 33% increase of pets impounded at the shelter over the prior
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year. In order to encourage adoptions to the public, and move the increased number
of pets through the shelter, the department covered the cost of spay and neuter of
adopted shelter pets at Advanced Pet Care in 2022. Additionally, the cost of
veterinary care and supplies have increased due to outside market forces. The
combination of the increased number of animals, additional treatment, and cost of
care has resulted in the need to increase the contract amount for this vendor.
The department will be posting a new RFQ this year for veterinary services as the
contract with Advanced Pet Care ends on June 30, 2023. Staff is currently recruiting
for the staff veterinarian position, which will help to reduce the total amount spent on
medical care for shelter animals at outside vet hospitals.
Staff is requesting a third amendment to the PSA with Advanced Pet Care, increasing
the contract amount to $250,000 annually.
2021-2025 Strategic Targets and Goals
This Professional Services Agreement is consistent with Strategic Target No. 3:
Improved Quality of Life. Expanded veterinary treatment for the animals at the shelter
increases the overall health of the pets adopted into new homes or returned back to
their owners.
Fiscal Impact
The fiscal impact to the City is $100,000; however, because the staff veterinarian
position has been unfilled since the beginning of this fiscal year, funds currently
allocated in the budget for this position will be repurposed to cover the additional
contract costs at Advanced Pet Care.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, authorize the City Manager to execute Amendment No. 3 to the Professional
Services Agreement (PSA) with Advanced Pet Care, and increase the annual contract
amount to $250,000.
Attachments
Attachment 1 - Professional Services Agreement with Advanced Pet Care
Attachment 2 - Advanced Pet Care Amendment No. 1
Attachment 3 - Advanced Pet Care Amendment No. 2
Attachment 4 - Advanced Pet Care Amendment No. 3
Ward:
All Wards
Synopsis of Previous Council Actions:
September 4, 2019 Resolution 2019-279 was adopted, authorizing a
Professional Services Agreement with Advanced Pet Care
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for one year with an option of two single year renewals and
issuance of Purchase Order to Advanced Pet Care for an
annual not to exceed amount of $75,000.
August 2, 2021 The City exercised its first of the two one-year extension
options, extending the term of the Agreement through June
30, 2022.
March 16, 2022 The City exercised its second of the two one-year extension
options, extending the term of the Agreement through June
30, 2023 and increasing the not-to-exceed amount to
$150,000 annually.
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SECOND AMENDMENT TO THE
VENDOR SERVICES AGREEMENT WITH BETWEEN THE CITY OF SAN
BERNARDINO AND ADVANCED PET CARE OF SAN BERNARDINO
This Second Amendment ("Second Amendment") to the Vendor Services Agreement is
made and entered into by and between the CITY OF SAN BERNARDINO ("CITY") and
ADVANCED PET CARE ("VENDOR") as of the last date set forth below.
A. The City and Consultant entered into that certain Professional Services
Agreement on September 4, 2019 for Veterinary Services for Shelt pets. ("Original Agreement").
B. The Parties now wish to amend the Original Agreement to increase the not -to -
exceed compensation to account for additional time spent by Consultant in providing the
services. The not -to -exceed compensation will increase from $75,000 to $150,000.
NOW, THEREFORE, the Parties agree as follows:
1. Section 4(b) of the Original Agreement is hereby amended in its entirety to read
as follows:
In no event shall the total amount paid for services rendered by Consultant under
this Agreement exceed the sum of $150,000. This amount is to cover all related
costs, and the City will not pay any additional fees for printing expenses.
Consultant may submit invoices to City for approval. Said invoice shall be based
on the total of all Consultant's services which have been completed to City's sole
satisfaction. City shall pay Consultant's invoice within (45) days from the date the
City receives said invoice. The invoice shall describe in detail the services
performed and the associated time for completion. Any additional services
approved and performed pursuant to this Agreement shall be designed as
Additional Services" and shall identify the number of the authorized change
order, where applicable, on all invoice."
2. Except as modified by this Second Amendment, all provisions of the Original
Agreement shall remain in full force and effect for the term thereof.
3. This Second Amendment may be executed in counterparts, each of which shall be
deemed an original, but which together shall constitute one of the same instrument.
SIGNATURES ON FOLLOWING PAGE]
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CITY OF SAN BERNARDINO
APPROVED BY:
Robert D. Field
City Manager
IGenovSTED BY:
eva Rocha
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
ADVANCED PET CARE
Name and Title:
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THIRD AMENDMENT TO THE
VENDOR SERVICES AGREEMENT WITH BETWEEN THE CITY OF SAN
BERNARDINO AND ADVANCED PET CARE OF SAN BERNARDINO
This Third Amendment (“Third Amendment”) to the Vendor Services Agreement is made
and entered into by and between the CITY OF SAN BERNARDINO (“CITY”) and
ADVANCED PET CARE (“VENDOR”) as of the last date set forth below.
A. The City and Consultant entered into that certain Professional Services Agreement
on September 4, 2019 for Veterinary Services for Shelt pets. (“Original Agreement”).
B. The Parties now wish to amend the Original Agreement to increase the not-to-
exceed compensation to account for additional time spent by Consultant in providing the services.
The not-to-exceed compensation will increase from $150,000 to $250,000.
NOW, THEREFORE, the Parties agree as follows:
1. Section 4(b) of the Original Agreement is hereby amended in its entirety to read as
follows:
“In no event shall the total amount paid for services rendered by Consultant under
this Agreement exceed the sum of $250,000. This amount is to cover all related
costs, and the City will not pay any additional fees for printing expenses. Consultant
may submit invoices to City for approval. Said invoice shall be based on the total
of all Consultant’s services which have been completed to City’s sole satisfaction.
City shall pay Consultant’s invoice within (45) days from the date the City receives
said invoice. The invoice shall describe in detail the services performed and the
associated time for completion. Any additional services approved and performed
pursuant to this Agreement shall be designed as “Additional Services” and shall
identify the number of the authorized change order, where applicable, on all
invoice.”
2. Except as modified by this Third Amendment, all provisions of the Original
Agreement shall remain in full force and effect for the term thereof.
3. This Third Amendment may be executed in counterparts, each of which shall be
deemed an original, but which together shall constitute one of the same instrument.
[SIGNATURES ON FOLLOWING PAGE]
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CITY OF SAN BERNARDINO
APPROVED BY:
Charles McNeely
City Manager
ATTESTED BY:
Genoveva Rocha
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
ADVANCED PET CARE
Name and Title:
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works
Operations and Maintenance
Department:Public Works
Subject:Agreement with Horizons Construction Company
International, Inc., for Asphalt Maintenance and Street
Segment Repair Services (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Authorize the City Manager, or designee to execute a Maintenance Services
Agreement with Horizons Construction Company International Inc., for
asphalt maintenance and street segment repair services; and
2. Adopt Resolution No. 2023-021 authorizing the Agency Director of
Administrative Services to amend the FY 2022/23 General Fund Operating
Budget in the amount of $450,000; and
3. Authorize the Agency Director of Administrative Services to issue a purchase
order in the amount not to exceed $450,000.
Background
The Operations and Maintenance Division (O&M) of the Public Works Department
is responsible for the maintenance, repair, and clean-up of City-owned infrastructure
and rights of way. In collaboration with the Engineering Division of Public Works, it
is also responsible for ensuring the City’s streets, street medians, islands, curbs,
and related infrastructure are properly maintained, inspected, repaired, and
painted/marked as needed. General maintenance and minor repair of asphalt
streets (such as pothole filling or small segment repairs) is largely performed
through in-house staff. Larger repairs (to include full street rehabilitation and slurry
seals) are managed by the Engineering Division.
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Discussion
The City of San Bernardino has nearly 1,300 lane miles (574 center lane miles) of
streets requiring routine inspection, maintenance, and repair. Routine repairs
performed by O&M Division staff generally involves traditional pothole patching, hot
patch segment repairs, and minor street shoulder repairs. Larger repairs and full
street rehabilitation are managed by the City Engineer using contracted services
and are typically part of the City’s Capital Improvement Program (CIP). Medium-
sized repairs of asphalt street segments, however, have been identified as an area
requiring additional resources and contractual support.
Medium-sized repairs are typically defined as repairs which go beyond traditional
pothole patching and may require hot patch asphalt segment repairs beyond 10 feet
by 10 feet in size. These repairs may also include repairs to sections of asphalt
streets that are deteriorated (alligatored) to the point that traditional pothole patching
has no effect. Deterioration of street segments is often referred to as “alligatored”
because of the unique appearance of the asphalt surface that resembles the pattern
of an alligator’s skin (see Attachment 5 Fact Sheet on Types of Asphalt Surface
Damage). It is important to note that these repairs are not meant to provide a long-
term solution, but rather, provide a short-term solution while a street is awaiting a
full rehabilitation.
As a result of an increase in medium-sized repairs throughout the City, the O&M
Division began looking into alternatives designed to properly address such repairs
in a more efficient, quicker, albeit short-term manner. They found that such repairs
are best performed by contractors who can provide a variety of asphalt repair
services a la carte rather than taking on larger projects (such as full street
rehabilitations), which may take years to complete. Similar in concept to contracted
sidewalk repairs (which are beyond the scope of in-house staff), staff determined
this was a feasible alternative that will provide a quicker response to alligatored
and/or deteriorated street segments while the street awaits a full replacement.
To ensure our City conducts timely and first-rate repair of deteriorated street
segments, staff is recommending a not-to-exceed amount of $450,000 annually
under this maintenance services agreement. This will provide necessary repairs to
street segments in a more efficient manner and will significantly reduce completion
times while ensuring safer streets and roads.
The Operations and Maintenance Division of Public Works worked with the Finance
Department, and in November of 2022, a formal bid process was initiated to solicit
quotes for asphalt maintenance and repair services in Request for Quotes No. F-
23-18. Notices were posted on the City’s website. The results yielded five (5)
vendors which were reviewed by Procurement for compliance with mandatory
requirements.
This selection was based on lowest quote. It is also important to note that the cost
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results below reflect a sampling of the most typically required services and does not
reflect the overall cost of this maintenance services agreement. The amount of this
maintenance agreement will be set at an annual cost of $450,000. The results of
the bids were as follows:
BIDDER CITY COST
Horizons Construction
Company International, Inc.Orange, CA $173,627
Onyx Paving Company, Inc.Anaheim, CA $225,535
NPG, Inc.Perris, CA $281,095
A&Y Asphalt Contractors, Inc.Norco, CA $320,550
GM Sager Construction Co., Inc.Pomona, CA $351,400
Horizons Construction Company provided the lowest quote and is a reputable
vendor for asphalt maintenance and repair services. Staff is confident that they are
qualified to provide the services required under this maintenance services
agreement. The term of the proposed agreement shall be from February 1, 2023, to
June 30, 2024.
2021-2025 Strategic Targets and Goals
This project is consistent with several City goals and targets. It is aligned with Key
Target 1e: Minimize risk and litigation exposure. Approval of this agreement will
reduce the risk of potential liability associated with tort cases and significantly
reduce the amount of open work order requests. It is also aligned with Key Target
3c: Evaluate and enhance the quality of public safety services that will help promote
a safe and secure pavement system for the community.
Fiscal Impact
The General Fund impact for this action is $450,000. There is currently no funding
established for work to be performed by contractual services for asphalt and street
segment repairs. A supplemental budget amendment to the FY 2022/23 operating
budget is requested to be able to carry out this maintenance services agreement.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Authorize the City Manager to execute a Maintenance Services Agreement
with Horizons Construction Company International Inc. for asphalt
maintenance and street segment repair services; and
2. Adopt Resolution No. 2023-021 authorizing the Agency Director of
Administrative Services to amend the FY 2022/23 General Fund Operating
Budget in the amount of $450,000; and
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3. Authorize the Agency Director of Administrative Services to issue a purchase
order in the amount not to exceed $450,000.
Attachments
Attachment 1 Resolution No. 2023-021
Attachment 2 Maintenance Services Agreement
Attachment 3 Bid Documents RFQ No. F-23-18
Attachment 4 Bid Results Summary and Cost Sheet
Attachment 5 Fact Sheet on Types of Asphalt Surface Damage
Ward:
All Wards
Synopsis of Previous Council Actions:
None.
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Resolution No. 2023-021
Resolution 2023-021
February 1, 2023
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RESOLUTION NO. 2023-021
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE
CITY OF SAN BERNARDINO, CALIFORNIA, AUTHORIZING
THE AGENCY DIRECTOR OF ADMINISTRATIVE SERVICES
TO AMEND THE FISCAL YEAR 2022/23 GENERAL FUND
OPERATING BUDGET IN THE AMOUNT OF $450,000 FOR
ASPHALT MAINTENANCE AND REPAIR SERVICES
WHEREAS, the City of San Bernardino values keeping City asphalt maintenance and
repair services operating efficiently; and
WHEREAS, the City is supportive of all efforts to properly maintain, modernize and
upgrade City infrastructure to include its streets and roadways; and
WHEREAS, the City recognizes that keeping our asphalt maintenance and repair services
operating smoothly will promote safer communities and boost the economy from investing in the
surface transportation system.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The Mayor and City Council adopt Resolution No. 2023-021 authorizing
the Agency Director of Administrative Services to amend the FY 2022/23 General Fund Operating
Budget in the amount of $450,000.
SECTION 3. The Mayor and City Council authorize the City Manager to execute a
maintenance services agreement with Horizons Construction Company International, Inc., for
asphalt maintenance and repair services.
SECTION 4.The Mayor and City Council authorize the Agency Director Administrative
Services to amend the FY 2022/23 budget in the amount of $450,000 to the Public Works
Operations and Maintenance General Fund.
SECTION 5. The Mayor and City Council authorize the Agency Director of
Administrative Services to issue a purchase order to Horizons Construction Company
International, Inc., in the amount not to exceed $450,000.
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Resolution No. 2023-021
Resolution 2023-021
February 1, 2023
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SECTION 6. The Mayor and City Council find this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 7. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 8. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 1st day of February, 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2023-021
Resolution 2023-021
February 1, 2023
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2023-021, adopted at a regular meeting held on the 1st day of February 2023 by
the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this 1st day of February 2023.
Genoveva Rocha, CMC, City Clerk
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CITY OF SAN BERNARDINO
MAINTENANCE SERVICES AGREEMENT
1. PARTIES AND DATE.
This Agreement is made and entered into this 1st day of February, 2023, by and between
the City of San Bernardino, a municipal corporation organized under the laws of the State of
California with its principal place of business at Vanir Tower, 290 North D Street, San Bernardino,
California 92401, County of San Bernardino, State of California (“City”) and HORIZONS
CONSTRUCTION COMPANY INTERNATIONAL, a CALIFORNIA CORPORATION, with its
principal place of business at 432 W Meats Avenue, Orange, CA 92865 (“Contractor”). City and
Contractor are sometimes individually referred to as “Party” and collectively as “Parties” in this
Agreement.
2. RECITALS.
2.1 Contractor.
Contractor desires to perform and assume responsibility for the provision of certain
maintenance services required by the City on the terms and conditions set forth in this Agreement.
Contractor represents that it is experienced in providing Asphalt Maintenance and Repair
Services to public clients, that it and its employees or subcontractors have all necessary licenses
and permits to perform the Services in the State of California, and that is familiar with the plans
of City. Contractor shall not subcontract any portion of the work required by this Agreement,
except as expressly stated herein, without prior written approval of City. Subcontracts, if any,
shall contain a provision making them subject to all provisions stipulated in this Agreement.
2.2 Project.
City desires to engage Contractor to render such services for the Asphalt Maintenance
and Repair Services project (“Project”) as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Contractor promises and agrees to furnish to
the City all labor, materials, tools, equipment, services, and incidental and customary work
necessary to fully and adequately supply the professional Asphalt Maintenance and Repair
Services necessary for the Project (“Services”). The Services are more particularly described in
Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject
to, and performed in accordance with, this Agreement, the exhibits attached hereto and
incorporated herein by reference, and all applicable local, state and federal laws, rules and
regulations.
3.1.2 Term. The term of this Agreement shall be from February 1, 2023, to June
30, 2024, unless earlier terminated as provided herein. Contractor shall complete the Services
within the term of this Agreement and shall meet any other established schedules and deadlines.
The Parties may, by mutual, written consent, extend the term of this Agreement, if necessary, to
complete the Services.
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3.2 Responsibilities of Contractor.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The
Services shall be performed by Contractor or under its supervision. Contractor will determine the
means, methods and details of performing the Services subject to the requirements of this
Agreement. City retains Contractor on an independent contractor basis and not as an employee.
Contractor retains the right to perform similar or different services for others during the term of
this Agreement. Any additional personnel performing the Services under this Agreement on
behalf of Contractor shall also not be employees of City and shall at all times be under
Contractor’s exclusive direction and control. Contractor shall pay all wages, salaries, and other
amounts due such personnel in connection with their performance of Services under this
Agreement and as required by law. Contractor shall be responsible for all reports and obligations
respecting such additional personnel, including, but not limited to: social security taxes, income
tax withholding, unemployment insurance, disability insurance, and workers’ compensation
insurance.
3.2.2 Schedule of Services. Contractor shall perform the Services expeditiously,
within the term of this Agreement, and in accordance with the Schedule of Services set forth in
Exhibit “B” attached hereto and incorporated herein by reference. Contractor represents that it
has the professional and technical personnel required to perform the Services in conformance
with such conditions. In order to facilitate Contractor’s conformance with the Schedule, City shall
respond to Contractor’s submittals in a timely manner. Upon request of City, Contractor shall
provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by
Contractor shall be subject to the approval of City.
3.2.4 City’s Representative. The City hereby designates Ernesto Salinas, or his
or her designee, to act as its representative for the performance of this Agreement (“City’s
Representative”). City’s Representative shall have the power to act on behalf of the City for all
purposes under this Agreement. Contractor shall not accept direction or orders from any person
other than the City’s Representative or his or her designee.
3.2.5 Contractor’s Representative. Contractor hereby designates Kinan
Kotrash, or his or her designee, to act as its representative for the performance of this Agreement
(“Contractor’s Representative”). Contractor’s Representative shall have full authority to represent
and act on behalf of the Contractor for all purposes under this Agreement. The Contractor’s
Representative shall supervise and direct the Services, using his or her best skill and attention,
and shall be responsible for all means, methods, techniques, sequences and procedures and for
the satisfactory coordination of all portions of the Services under this Agreement.
3.2.6 Coordination of Services. Contractor agrees to work closely with City staff
in the performance of Services and shall be available to City’s staff, consultants and other staff at
all reasonable times.
3.2.7 Standard of Care; Performance of Employees. Contractor shall perform all
Services under this Agreement in a skillful and competent manner, consistent with the standards
generally recognized as being employed by professionals in the same discipline in the State of
California. Contractor represents and maintains that it is skilled in the professional calling
necessary to perform the Services. Contractor warrants that all employees and subcontractors
shall have sufficient skill and experience to perform the Services assigned to them. Finally,
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Contractor represents that it, its employees and subcontractors have all licenses, permits,
qualifications and approvals of whatever nature that are legally required to perform the Services,
including a City Business License, and that such licenses and approvals shall be maintained
throughout the term of this Agreement. As provided for in the indemnification provisions of this
Agreement, Contractor shall perform, at its own cost and expense and without reimbursement
from the City, any services necessary to correct errors or omissions which are caused by the
Contractor’s failure to comply with the standard of care provided for herein. Any employee of the
Contractor or its sub-contractors who is determined by the City to be uncooperative, incompetent,
a threat to the adequate or timely completion of the Project, a threat to the safety of persons or
property, or any employee who fails or refuses to perform the Services in a manner acceptable to
the City, shall be promptly removed from the Project by the Contractor and shall not be
re-employed to perform any of the Services or to work on the Project.
3.2.8 Period of Performance. Contractor shall perform and complete all Services
under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”).
Contractor shall perform the Services in strict accordance with any completion schedule or Project
milestones described in Exhibits “A” or “B” attached hereto, or which may be provided separately
in writing to the Contractor. Contractor agrees that if the Services are not completed within the
aforementioned Performance Time and/or pursuant to any such completion schedule or Project
milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged
and agreed that the City will suffer damage.
3.2.9 Disputes. Should any dispute arise respecting the true value of any work
done, of any work omitted, or of any extra work which Contractor may be required to do, or
respecting the size of any payment to Contractor during the performance of this Contract,
Contractor shall continue to perform the Work while said dispute is decided by the City. If
Contractor disputes the City’s decision, Contractor shall have such remedies as may be provided
by law.
3.2.10 Laws and Regulations; Employee/Labor Certifications. Contractor shall
keep itself fully informed of and in compliance with all local, state and federal laws, rules and
regulations in any manner affecting the performance of the Project or the Services, including all
Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for
all violations of such laws and regulations in connection with Services. If the Contractor performs
any work knowing it to be contrary to such laws, rules and regulations and without giving written
notice to the City, Contractor shall be solely responsible for all costs arising therefrom. City is a
public entity of the State of California subject to certain provisions of the Health & Safety Code,
Government Code, Public Contract Code, and Labor Code of the State. It is stipulated and agreed
that all provisions of the law applicable to the public contracts of a municipality are a part of this
Agreement to the same extent as though set forth herein and will be complied with. These include
but are not limited to the payment of prevailing wages, the stipulation that eight (8) hours’ labor
shall constitute a legal day’s work and that no worker shall be permitted to work in excess of eight
(8) hours during any one calendar day except as permitted by law. Contractor shall defend,
indemnify and hold City, its officials, directors, officers, employees and agents free and harmless,
pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out
of any failure or alleged failure to comply with such laws, rules or regulations.
3.2.10.1 Employment Eligibility; Contractor. By executing this
Agreement, Contractor verifies that it fully complies with all requirements and restrictions of state
and federal law respecting the employment of undocumented aliens, including, but not limited to,
the Immigration Reform and Control Act of 1986, as may be amended from time to time. Such
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requirements and restrictions include, but are not limited to, examination and retention of
documentation confirming the identity and immigration status of each employee of the Contractor.
Contractor also verifies that it has not committed a violation of any such law within the five (5)
years immediately preceding the date of execution of this Agreement, and shall not violate any
such law at any time during the term of the Agreement. Contractor shall avoid any violation of
any such law during the term of this Agreement by participating in an electronic verification of
work authorization program operated by the United States Department of Homeland Security, by
participating in an equivalent federal work authorization program operated by the United States
Department of Homeland Security to verify information of newly hired employees, or by some
other legally acceptable method. Contractor shall maintain records of each such verification, and
shall make them available to the City or its representatives for inspection and copy at any time
during normal business hours. The City shall not be responsible for any costs or expenses related
to Contractor’s compliance with the requirements provided for in Section 3.2.10 or any of its sub-
sections.
3.2.10.2 Employment Eligibility; Subcontractors, Sub-subcontractors and
Consultants. To the same extent and under the same conditions as Contractor, Contractor shall
require all of its subcontractors, sub-subcontractors and consultants performing any work relating
to the Project or this Agreement to make the same verifications and comply with all requirements
and restrictions provided for in Section 3.2.10.1.
3.2.10.3 Employment Eligibility; Failure to Comply. Each person
executing this Agreement on behalf of Contractor verifies that they are a duly authorized officer
of Contractor, and understands that any of the following shall be grounds for the City to terminate
the Agreement for cause: (1) failure of Contractor or its subcontractors, sub-subcontractors or
consultants to meet any of the requirements provided for in Sections 3.2.10.1 or 3.2.10.2; (2) any
misrepresentation or material omission concerning compliance with such requirements (including
in those verifications provided to the Contractor under Section 3.2.10.2); or (3) failure to
immediately remove from the Project any person found not to be in compliance with such
requirements.
3.2.10.4 Labor Certification. By its signature hereunder, Contractor
certifies that it is aware of the provisions of Section 3700 of the California Labor Code which
require every employer to be insured against liability for Workers’ Compensation or to undertake
self-insurance in accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
3.2.10.5 Equal Opportunity Employment. Contractor represents that it is
an equal opportunity employer and it shall not discriminate against any subcontractor, employee
or applicant for employment because of race, religion, color, national origin, handicap, ancestry,
sex or age. Such non-discrimination shall include, but not be limited to, all activities related to
initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or
termination.
3.2.10.6 Air Quality. Contractor must fully comply with all applicable laws,
rules and regulations in furnishing or using equipment and/or providing services, including, but
not limited to, emissions limits and permitting requirements imposed by the California Air
Resources Board (CARB). Contractor shall specifically be aware of the CARB limits and
requirements’ application to “portable equipment”, which definition is considered by CARB to
include any item of equipment with a fuel-powered engine. Contractor shall indemnify City against
any fines or penalties imposed by CARB or any other governmental or regulatory agency for
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violations of applicable laws, rules and/or regulations by Contractor, its subcontractors, or others
for whom Contractor is responsible under its indemnity obligations provided for in this Agreement.
3.2.10.7 Water Quality.
(A) Management and Compliance. To the extent applicable,
Contractor’s Services must account for, and fully comply with, all local, state and federal laws,
rules and regulations that may impact water quality compliance, including, without limitation, all
applicable provisions of the Federal Water Pollution Control Act (33 U.S.C. §§ 1300); the
California Porter-Cologne Water Quality Control Act (Cal Water Code §§ 13000-14950); laws,
rules and regulations of the Environmental Protection Agency and the State Water Resources
Control Board; the City’s ordinances regulating discharges of storm water; and any and all
regulations, policies, or permits issued pursuant to any such authority regulating the discharge of
pollutants, as that term is used in the Porter-Cologne Water Quality Control Act, to any ground or
surface water in the State.
(B) Liability for Non-Compliance. Failure to comply with the
laws, regulations and policies described in this Section is a violation of law that may subject
Contractor or City to penalties, fines, or additional regulatory requirements. Contractor shall
defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers and
agents free and harmless, pursuant to the indemnification provisions of this Agreement, from and
against any and all fines, penalties, claims or other regulatory requirements imposed as a result
of Contractor’s non-compliance with the laws, regulations and policies described in this Section,
unless such non-compliance is the result of the sole established negligence, willful misconduct or
active negligence of the City, its officials, officers, agents, employees or authorized volunteers.
(C) Training. In addition to any other standard of care
requirements set forth in this Agreement, Contractor warrants that all employees and
subcontractors shall have sufficient skill and experience to perform the Services assigned to them
without impacting water quality in violation of the laws, regulations and policies described in this
Section. Contractor further warrants that it, its employees and subcontractors will receive
adequate training, as determined by City, regarding the requirements of the laws, regulations and
policies described in this Section as they may relate to the Services provided under this
Agreement. Upon request, City will provide Contractor with a list of training programs that meet
the requirements of this paragraph.
3.2.11 Insurance.
3.2.11.1 Time for Compliance. Contractor shall not commence Work
under this Agreement until it has provided evidence satisfactory to the City that it has secured all
insurance required under this Section. In addition, Contractor shall not allow any subcontractor
to commence work on any subcontract until it has provided evidence satisfactory to the City that
the subcontractor has secured all insurance required under this Section.
3.2.11.2 Minimum Requirements. Contractor shall, at its expense,
procure and maintain for the duration of the Agreement insurance against claims for injuries to
persons or damages to property which may arise from or in connection with the performance of
the Agreement by the Contractor, its agents, representatives, employees or subcontractors.
Contractor shall also require all of its subcontractors to procure and maintain the same insurance
for the duration of the Agreement. Such insurance shall meet at least the following minimum levels
of coverage:
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(A) Minimum Scope of Insurance. Coverage shall be at least
as broad as the latest version of the following: (1) General Liability: Insurance Services Office
Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability:
Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto); (3)
Workers’ Compensation and Employer’s Liability: Workers’ Compensation insurance as required
by the State of California and Employer’s Liability Insurance; (4) Privacy/Network Security
(Cyber), in a form and with insurance companies acceptable to City; and the policy shall not
contain any exclusion contrary to the Agreement, including but not limited to endorsements or
provisions limiting coverage for (1) contractual liability (including but not limited to ISO CG 24 26
or 21 29); or (2) cross liability for claims or suits by one insured against another.
(B) Minimum Limits of Insurance. Contractor shall maintain
limits no less than: (1) General Liability $2,000,000 MINIMUM per occurrence for bodily injury,
personal injury, and property damage; and $4,000,0000 aggregate. If Commercial General
Liability Insurance or other form with general aggregate limit is used including, but not limited to,
form CG 2503, either the general aggregate limit shall apply separately to this Agreement/location
or the general aggregate limit shall be twice the required occurrence limit; (2) Automobile Liability
$1,000,000 MINIMUM; per accident for bodily injury and property damage; (3) Workers’
Compensation and Employer’s Liability: Workers’ Compensation limits as required by the Labor
Code of the State of California. Employer’s Liability limits of $1,000,000 MINIMUM per accident
for bodily injury or disease; (4) Cyber Liability: $1,000,000 PER OCCURRENCE/AGGREGATE
for privacy breaches, system breaches, denial/loss of service, and introduction, implantation or
spread of malicious software code; (Defense costs shall be paid in addition to the limits.
(C) Notices; Cancellation or Reduction of Coverage. At least
fifteen (15) days prior to the expiration of any such policy, evidence showing that such insurance
coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled
or materially reduced, Contractor shall, within ten (10) days after receipt of written notice of such
cancellation or reduction of coverage, file with the City evidence of insurance showing that the
required insurance has been reinstated or has been provided through another insurance company
or companies. In the event any policy of insurance required under this Agreement does not
comply with these specifications or is canceled and not replaced, the City has the right but not
the duty to obtain the insurance it deems necessary and any premium paid by the City will be
promptly reimbursed by Contractor or the City may withhold amounts sufficient to pay premium
from Contractor payments. In the alternative, the City may suspend or terminate this Agreement.
(D) Additional Insured. The City of San Bernardino, its
directors, officials, officers, employees, agents, and volunteers shall be named as additional
insureds on Contractor’s and its subcontractors’ policies of commercial general liability and
automobile liability insurance using the endorsements and forms specified herein or exact
equivalents.
3.2.11.3 Insurance Endorsements. The insurance policies shall contain
the following provisions, or Contractor shall provide endorsements on forms supplied or approved
by the City to add the following provisions to the insurance policies:
(A) General Liability. The general liability policy shall include or
be endorsed (amended) to state that: (1) using ISO CG forms 20 10 and 20 37, or endorsements
providing the exact same coverage, the City of San Bernardino, its directors, officials, officers,
employees, agents, and volunteers shall be covered as additional insured with respect to the
Services or ongoing and complete operations performed by or on behalf of the Contractor,
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including materials, parts or equipment furnished in connection with such work; and (2) using ISO
form 20 01, or endorsements providing the exact same coverage, the insurance coverage shall
be primary insurance as respects the City, its directors, officials, officers, employees, agents, and
volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Contractor’s
scheduled underlying coverage. Any excess insurance shall contain a provision that such
coverage shall also apply on a primary and noncontributory basis for the benefit of the City, before
the City’s own primary insurance or self-insurance shall be called upon to protect it as a named
insured. Any insurance or self-insurance maintained by the City, its directors, officials, officers,
employees, agents, and volunteers shall be excess of the Contractor’s insurance and shall not be
called upon to contribute with it in any way. Notwithstanding the minimum limits set forth in
Section 3.2.11.2(B), any available insurance proceeds in excess of the specified minimum limits
of coverage shall be available to the parties required to be named as additional insureds pursuant
to this Section 3.2.11.3(A).
(B) Automobile Liability. The automobile liability policy shall
include or be endorsed (amended) to state that: (1) the City, its directors, officials, officers,
employees, agents, and volunteers shall be covered as additional insureds with respect to the
ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired
or borrowed by the Contractor or for which the Contractor is responsible; and (2) the insurance
coverage shall be primary insurance as respects the City, its directors, officials, officers,
employees, agents, and volunteers, or if excess, shall stand in an unbroken chain of coverage
excess of the Contractor’s scheduled underlying coverage. Any insurance or self-insurance
maintained by the City, its directors, officials, officers, employees, agents, and volunteers shall be
excess of the Contractor’s insurance and shall not be called upon to contribute with it in any way.
Notwithstanding the minimum limits set forth in Section 3.2.11.2(B), any available insurance
proceeds in excess of the specified minimum limits of coverage shall be available to the parties
required to be named as additional insureds pursuant to this Section 3.2.11.3(B).
(C) Workers’ Compensation and Employer’s Liability Coverage.
The insurer shall agree to waive all rights of subrogation against the City, its directors, officials,
officers, employees, agents, and volunteers for losses paid under the terms of the insurance
policy which arise from work performed by the Contractor.
(D) All Coverages. Each insurance policy required by this
Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced
or canceled except after thirty (30) days (10 days for nonpayment of premium) prior written notice
by certified mail, return receipt requested, has been given to the City; and (B) any failure to comply
with reporting or other provisions of the policies, including breaches of warranties, shall not affect
coverage provided to the City, its directors, officials, officers, employees, agents, and volunteers.
Any failure to comply with reporting or other provisions of the policies including breaches of
warranties shall not affect coverage provided to the City, its officials, officers, employees, agents
and volunteers, or any other additional insureds.
3.2.11.4 Separation of Insureds; No Special Limitations; Waiver of
Subrogation. All insurance required by this Section shall contain standard separation of insureds
provisions. In addition, such insurance shall not contain any special limitations on the scope of
protection afforded to the City, its directors, officials, officers, employees, agents, and volunteers.
All policies shall waive any right of subrogation of the insurer against the City, its officials, officers,
employees, agents, and volunteers, or any other additional insureds, or shall specifically allow
Contractor or others providing insurance evidence in compliance with these specifications to
waive their right of recovery prior to a loss. Contractor hereby waives its own right of recovery
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against City, its officials, officers, employees, agents, and volunteers, or any other additional
insureds, and shall require similar written express waivers and insurance clauses from each of its
subcontractors.
3.2.11.5 Deductibles and Self-Insurance Retentions. Any deductibles or
self-insured retentions must be declared to and approved by the City. Contractor shall guarantee
that, at the option of the City, either: (1) the insurer shall reduce or eliminate such deductibles or
self-insured retentions as respects the City, its directors, officials, officers, employees, agents,
and volunteers; or (2) the Contractor shall procure a bond guaranteeing payment of losses and
related investigation costs, claims and administrative and defense expenses.
3.2.11.6 Subcontractor Insurance Requirements. Contractor shall not
allow any subcontractors to commence work on any subcontract relating to the work under the
Agreement until they have provided evidence satisfactory to the City that they have secured all
insurance required under this Section. If requested by Contractor, the City may approve different
scopes or minimum limits of insurance for particular subcontractors. The Contractor and the City
shall be named as additional insureds on all subcontractors’ policies of Commercial General
Liability using ISO form 20 38, or coverage at least as broad.
3.2.11.7 Acceptability of Insurers. Insurance is to be placed with insurers
with a current A.M. Best’s rating no less than A:VIII, licensed to do business in California, and
satisfactory to the City.
3.2.11.8 Verification of Coverage. Contractor shall furnish City with
original certificates of insurance and endorsements effecting coverage required by this Agreement
on forms satisfactory to the City. The certificates and endorsements for each insurance policy
shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall
be on forms provided by the City if requested. All certificates and endorsements must be received
and approved by the City before work commences. The City reserves the right to require
complete, certified copies of all required insurance policies, at any time.
3.2.11.9 Reporting of Claims. Contractor shall report to the City, in
addition to Contractor’s insurer, any and all insurance claims submitted by Contractor in
connection with the Services under this Agreement.
3.2.12 Safety. Contractor shall execute and maintain its work so as to avoid injury
or damage to any person or property. In carrying out its Services, the Contractor shall at all times
be in compliance with all applicable local, state and federal laws, rules and regulations, and shall
exercise all necessary precautions for the safety of employees appropriate to the nature of the
work and the conditions under which the work is to be performed. Safety precautions as
applicable shall include, but shall not be limited to: (A) adequate life protection and lifesaving
equipment and procedures; (B) instructions in accident prevention for all employees and
subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks,
confined space procedures, trenching and shoring, equipment and other safety devices,
equipment and wearing apparel as are necessary or lawfully required to prevent accidents or
injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety
measures.
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3.2.13 Bonds.
3.2.13.1 Performance Bond. If required by law or otherwise specifically
requested by City in Exhibit “C” attached hereto and incorporated herein by reference, Contractor
shall execute and provide to City concurrently with this Agreement a Performance Bond in the
amount of the total, not-to-exceed compensation indicated in this Agreement, and in a form
provided or approved by the City. If such bond is required, no payment will be made to Contractor
until it has been received and approved by the City.
3.2.13.2 Payment Bond. If required by law or otherwise specifically
requested by City in Exhibit “C” attached hereto and incorporated herein by reference, Contractor
shall execute and provide to City concurrently with this Agreement a Payment Bond in the amount
of the total, not-to-exceed compensation indicated in this Agreement, and in a form provided or
approved by the City. If such bond is required, no payment will be made to Contractor until it has
been received and approved by the City.
3.2.13.3 Bond Provisions. Should, in City’s sole opinion, any bond
become insufficient or any surety be found to be unsatisfactory, Contractor shall renew or replace
the affected bond within 10 days of receiving notice from City. In the event the surety or
Contractor intends to reduce or cancel any required bond, at least thirty (30) days prior written
notice shall be given to the City, and Contractor shall post acceptable replacement bonds at least
ten (10) days prior to expiration of the original bonds. No further payments shall be deemed due
or will be made under this Agreement until any replacement bonds required by this Section are
accepted by the City. To the extent, if any, that the total compensation is increased in accordance
with the Agreement, the Contractor shall, upon request of the City, cause the amount of the bonds
to be increased accordingly and shall promptly deliver satisfactory evidence of such increase to
the City. To the extent available, the bonds shall further provide that no change or alteration of
the Agreement (including, without limitation, an increase in the total compensation, as referred to
above), extensions of time, or modifications of the time, terms, or conditions of payment to the
Contractor, will release the surety. If the Contractor fails to furnish any required bond, the City
may terminate this Agreement for cause.
3.2.13.4 Surety Qualifications. Only bonds executed by an admitted
surety insurer, as defined in Code of Civil Procedure Section 995.120, shall be accepted. The
surety must be a California-admitted surety with a current A.M. Best’s rating no less than A: VIII
and satisfactory to the City. If a California-admitted surety insurer issuing bonds does not meet
these requirements, the insurer will be considered qualified if it is in conformance with
Section 995.660 of the California Code of Civil Procedure, and proof of such is provided to the
City.
3.2.14 Accounting Records. Contractor shall maintain complete and accurate
records with respect to all costs and expenses incurred under this Agreement. All such records
shall be clearly identifiable. Contractor shall allow a representative of City during normal business
hours to examine, audit, and make transcripts or copies of such records and any other documents
created pursuant to this Agreement. Contractor shall allow inspection of all work, data,
documents, proceedings, and activities related to the Agreement for a period of three (3) years
from the date of final payment under this Agreement.
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3.2.15 Work Site.
3.2.15.1 Inspection Of Site. Contractor shall visit sites where Services
are to be performed and shall become acquainted with all conditions affecting the Services prior
to commencing the Services. Contractor shall make such examinations as it deems necessary to
determine the condition of the work sites, its accessibility to materials, workmen and equipment,
and to determine Contractor’s ability to protect existing surface and subsurface
improvements. No claim for allowances–time or money–will be allowed as to such matters after
commencement of the Services.
3.2.15.2 Field Measurements. Contractor shall make field
measurements, verify field conditions and shall carefully compare such field measurements and
conditions and other information known to Contractor with the Contract Documents, including any
plans, specifications, or scope of work before commencing Services. Errors, inconsistencies or
omissions discovered shall be reported to the City immediately and prior to performing any
Services or altering the condition.
3.2.16 Loss and Damage. Contractor shall be responsible for all loss and damage
which may arise out of the nature of the Services agreed to herein, or from the action of the
elements, or from any unforeseen difficulties which may arise or be encountered in the
prosecution of the Services until the same is fully completed and accepted by City.
3.2.17 Warranty. Contractor warrants all Services under the Contract (which for
purposes of this Section shall be deemed to include unauthorized work which has not been
removed and any non-conforming materials incorporated into the work) to be of good quality and
free from any defective or faulty material and workmanship. Contractor agrees that for a period
of one year (or the period of time specified elsewhere in the Contract or in any guarantee or
warranty provided by any manufacturer or supplier of equipment or materials incorporated into
the work, whichever is later) after the date of final acceptance, Contractor shall within ten (10)
days after being notified in writing by the City of any defect in the Services or non-conformance
of the Services to the Contract, commence and prosecute with due diligence all Services
necessary to fulfill the terms of the warranty at its sole cost and expense. Contractor shall act
sooner as requested by the City in response to an emergency. In addition, Contractor shall, at its
sole cost and expense, repair and replace any portions of the work (or work of other contractors)
damaged by its defective Services or which becomes damaged in the course of repairing or
replacing defective work. For any work so corrected, Contractor’s obligation hereunder to correct
defective work shall be reinstated for an additional one-year period, commencing with the date of
acceptance of such corrected work. Contractor shall perform such tests as the City may require
to verify that any corrective actions, including, without limitation, redesign, repairs, and
replacements comply with the requirements of the Contract. All costs associated with such
corrective actions and testing, including the removal, replacement, and reinstitution of equipment
and materials necessary to gain access, shall be the sole responsibility of the Contractor. All
warranties and guarantees of subcontractors, suppliers and manufacturers with respect to any
portion of the work, whether express or implied, are deemed to be obtained by Contractor for the
benefit of the City, regardless of whether or not such warranties and guarantees have been
transferred or assigned to the City by separate agreement and Contractor agrees to enforce such
warranties and guarantees, if necessary, on behalf of the City. In the event that Contractor fails
to perform its obligations under this Section, or under any other warranty or guaranty under this
Contract, to the reasonable satisfaction of the City, the City shall have the right to correct and
replace any defective or non-conforming work and any work damaged by such work or the
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replacement or correction thereof at Contractor's sole expense. Contractor shall be obligated to
fully reimburse the City for any expenses incurred hereunder upon demand.
3.3 Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement at the rates set forth
in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall
not exceed Four Hundred Fifty Thousand Dollars ($450,000). Extra Work may be authorized,
as described below, and if authorized, will be compensated at the rates and manner set forth in
this Agreement.
3.3.2 Payment of Compensation. Contractor shall submit to City a monthly
itemized statement which indicates work completed and hours of Services rendered by
Contractor. The statement shall describe the amount of Services and supplies provided since the
initial commencement date, or since the start of the subsequent billing periods, as appropriate,
through the date of the statement. City shall, within 45 days of receiving such statement, review
the statement and pay all approved charges thereon.
3.3.3 Deductions. City may deduct or withhold, as applicable, from each
progress payment an amount necessary to protect City from loss because of: (1) stop payment
notices as allowed by state law; (2) unsatisfactory prosecution of the Services by Contractor; (3)
sums representing expenses, losses, or damages as determined by the City, incurred by the City
for which Contractor is liable under the Agreement; and (4) any other sums which the City is
entitled to recover from Contractor under the terms of the Agreement or pursuant to state law,
including Section 1727 of the California Labor Code. The failure by the City to deduct any of
these sums from a progress payment shall not constitute a waiver of the City's right to such sums.
3.3.4 Reimbursement for Expenses. Contractor shall not be reimbursed for any
expenses unless authorized in writing by City.
3.3.5 Extra Work. At any time during the term of this Agreement, City may
request that Contractor perform Extra Work. As used herein, “Extra Work” means any work which
is determined by City to be necessary for the proper completion of the Project, but which the
parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Contractor shall not perform, nor be compensated for, Extra Work without written authorization
from City’s Representative.
3.3.6 Prevailing Wages. Contractor is aware of the requirements of California
Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations,
Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing
wage rates and the performance of other requirements on certain “public works” and
“maintenance” projects. If the Services are being performed as part of an applicable “public
works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total
compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage
Laws. City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect
at the commencement of this Contract. Contractor shall make copies of the prevailing rates of
per diem wages for each craft, classification or type of worker needed to execute the Services
available to interested parties upon request and shall post copies at Contractor’s principal place
of business and at the project site. Contractor shall defend, indemnify and hold the City, its
officials, officers, employees and agents free and harmless from any claims, liabilities, costs,
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penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage
Laws. It shall be mandatory upon the Contractor and all subcontractors to comply with all
California Labor Code provisions, which include but are not limited to prevailing wages (Labor
Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5),
certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code
Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section
1777.1). The requirement to submit certified payroll records directly to the Labor Commissioner
under Labor Code section 1771.4 shall not apply to work performed on a public works project that
is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4.
3.3.7 Registration/DIR Compliance. If the Services are being performed as part
of an applicable “public works” or “maintenance” project, and if the total compensation is $15,000
or more, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Contractor and all
subcontractors performing such Services must be registered with the Department of Industrial
Relations. Contractor shall maintain registration for the duration of the Project and require the
same of any subcontractors, as applicable. This Project may also be subject to compliance
monitoring and enforcement by the Department of Industrial Relations. It shall be Contractor’s
sole responsibility to comply with all applicable registration and labor compliance requirements.
Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code
Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is
exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and
1771.1. Any stop orders issued by the Department of Industrial Relations against Contractor or
any subcontractor that affect Contractor’s performance of Services, including any delay, shall be
Contractor’s sole responsibility. Any delay arising out of or resulting from such stop orders shall
be considered Contractor caused delay and shall not be compensable by the City. Contractor
shall defend, indemnify and hold the City, its officials, officers, employees and agents free and
harmless from any claim or liability arising out of stop orders issued by the Department of
Industrial Relations against Contractor or any subcontractor.
3.4 Termination of Agreement.
3.4.1 Grounds for Termination. City may, by written notice to Contractor,
terminate the whole or any part of this Agreement at any time and without cause by giving written
notice to Contractor of such termination, and specifying the effective date thereof, at least seven
(7) days before the effective date of such termination. Upon termination, Contractor shall be
compensated only for those services which have been adequately rendered to City, and
Contractor shall be entitled to no further compensation. Contractor may not terminate this
Agreement except for cause.
3.4.2 Effect of Termination. If this Agreement is terminated as provided herein,
City may require Contractor to provide all finished or unfinished Documents and Data and other
information of any kind prepared by Contractor in connection with the performance of Services
under this Agreement. Contractor shall be required to provide such document and other
information within fifteen (15) days of the request.
3.4.3 Additional Services. In the event this Agreement is terminated in whole or
in part as provided herein, City may procure, upon such terms and in such manner as it may
determine appropriate, services similar to those terminated.
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3.5 General Provisions.
3.5.1 Delivery of Notices. All notices permitted or required under this Agreement
shall be given to the respective parties at the following address, or at such other address as the
respective parties may provide in writing for this purpose:
Contractor:
Horizons Construction Company International, Inc.
432 W Meats Avenue
Orange, CA 92865
Attn: Kinan Kotrash
City:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn Ernesto Salinas
With Copy To:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Attorney
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to
the party at its applicable address. Actual notice shall be deemed adequate notice on the date
actual notice occurred, regardless of the method of service.
3.5.2 Indemnification.
3.5.2.1 Scope of Indemnity. To the fullest extent permitted by law,
Contractor shall defend, indemnify and hold the City, its officials, employees, agents and
volunteers free and harmless from any and all claims, demands, causes of action, suits, actions,
proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage
or injury of any kind, in law or equity, regardless of whether the allegations are false, fraudulent,
or groundless, to property or persons, including wrongful death, (collectively, “Claims”) in any
manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful
misconduct of Contractor, its officials, officers, employees, subcontractors, consultants or agents
in connection with the performance of the Contractor’s Services, the Project or this Agreement,
including without limitation the payment of all expert witness fees, attorneys’ fees and other
related costs and expenses. Notwithstanding the foregoing, to the extent required by Civil Code
section 2782, Contractor’s indemnity obligation shall not apply to liability for damages for death
or bodily injury to persons, injury to property, or any other loss, damage or expense which is
caused by the the sole or active negligence or willful misconduct of the City or the City’s agents,
servants, or independent contractors who are directly responsible to the City.
3.5.2.2 Additional Indemnity Obligations. Contractor shall defend, with
counsel of City’s choosing and at Contractor’s own cost, expense and risk, any and all Claims
covered by this indemnification section that may be brought or instituted against City or its officials,
employees, agents and volunteers. In addition, Contractor shall pay and satisfy any judgment,
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award or decree that may be rendered against City or its officials, employees, agents and
volunteers as part of any such claim, suit, action or other proceeding. Contractor shall also
reimburse City for the cost of any settlement paid by City or its officials, employees, agents and
volunteers as part of any such claim, suit, action or other proceeding. Such reimbursement shall
include payment for City’s attorney’s fees and costs, including expert witness fees. Contractor
shall reimburse City and its officials, employees, agents and volunteers, for any and all legal
expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity
herein provided. Contractor’s obligation to indemnify shall survive expiration or termination of this
Agreement, and shall not be restricted to insurance proceeds, if any, received by the City, its
officials, employees, agents and volunteers.
3.5.3 Governing Law; Government Code Claim Compliance. This Agreement
shall be governed by the laws of the State of California. Venue shall be in San Bernardino County,
California. In addition to any and all contract requirements pertaining to notices of and requests
for compensation or payment for extra work, disputed work, claims and/or changed conditions,
Contractor must comply with the claim procedures set forth in Government Code sections 900 et
seq. prior to filing any lawsuit against the City. Such Government Code claims and any
subsequent lawsuit based upon the Government Code claims shall be limited to those matters
that remain unresolved after all procedures pertaining to extra work, disputed work, claims, and/or
changed conditions have been followed by Contractor. If no such Government Code claim is
submitted, or if any prerequisite contractual requirements are not otherwise satisfied as specified
herein, Contractor shall be barred from bringing and maintaining a valid lawsuit against the City.
3.5.4 Time of Essence. Time is of the essence for each and every provision of
this Agreement.
3.5.5 City’s Right to Employ Other Contractors. City reserves right to employ
other contractors in connection with this Project.
3.5.6 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties.
3.5.7 Assignment or Transfer. Contractor shall not assign, hypothecate or
transfer, either directly or by operation of law, this Agreement or any interest herein without the
prior written consent of the City. Any attempt to do so shall be null and void, and any assignees,
hypothecates or transferees shall acquire no right or interest by reason of such attempted
assignment, hypothecation or transfer.
3.5.8 Construction; References; Captions. Since the Parties or their agents have
participated fully in the preparation of this Agreement, the language of this Agreement shall be
construed simply, according to its fair meaning, and not strictly for or against any Party. Any term
referencing time, days or period for performance shall be deemed calendar days and not work
days. All references to Contractor include all personnel, employees, agents, and subcontractors
of Contractor, except as otherwise specified in this Agreement. All references to City include its
officials, officers, employees, agents, and volunteers except as otherwise specified in this
Agreement. The captions of the various articles and paragraphs are for convenience and ease
of reference only, and do not define, limit, augment, or describe the scope, content or intent of
this Agreement.
3.5.9 Amendment; Modification. No supplement, modification or amendment of
this Agreement shall be binding unless executed in writing and signed by both Parties.
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3.5.10 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel or otherwise.
3.5.11 No Third Party Beneficiaries. Except to the extent expressly provided for
in Section 3.5.7, there are no intended third party beneficiaries of any right or obligation assumed
by the Parties.
3.5.12 Invalidity; Severability. If any portion of this Agreement is declared invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions
shall continue in full force and effect.
3.5.13 Prohibited Interests. Contractor maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working solely
for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not
paid nor has it agreed to pay any company or person, other than a bona fide employee working
solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. Contractor further
agrees to file, or shall cause its employees or subcontractors to file, a Statement of Economic
Interest with the City’s Filing Officer as required under state law in the performance of the
Services. For breach or violation of this warranty, City shall have the right to rescind this
Agreement without liability. For the term of this Agreement, no member, officer or employee of
City, during the term of his or her service with City, shall have any direct interest in this Agreement,
or obtain any present or anticipated material benefit arising therefrom.
3.5.14 Cooperation; Further Acts. The Parties shall fully cooperate with one
another and shall take any additional acts or sign any additional documents as may be necessary,
appropriate or convenient to attain the purposes of this Agreement.
3.5.15 Authority to Enter Agreement. Contractor has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party
warrants that the individuals who have signed this Agreement have the legal power, right, and
authority to make this Agreement and bind each respective Party.
3.5.16 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
3.5.17 Entire Agreement. This Agreement contains the entire Agreement of the
parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed by both
parties.
3.5.18 Electronic Signature. Each Party acknowledges and agrees that this
Agreement may be executed by electronic or digital signature, which shall be considered as an
original signature for all purposes and shall have the same force and effect as an original
signature.
3.5.19 Federal Provisions. When funding for the Services is provided, in whole or
in part, by an agency of the federal government, Contractor shall also fully and adequately comply
with the provisions included in Exhibit “D” (Federal Requirements) attached hereto and
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incorporated herein by reference (“Federal Requirements”). With respect to any conflict between
such Federal Requirements and the terms of this Agreement and/or the provisions of state law,
the more stringent requirement shall control.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR MAINTENANCE SERVICES AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO
AND HORIZONS CONSTRUCTION COMPANY INTERNATIONAL, INC.
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the date
first written above.
CITY OF SAN BERNARDINO
APPROVED BY:
City Manager
ATTESTED BY:
Genoveva Rocha, CMC
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
HORIZONS CONSTRUCTION
COMPANY INTERNATIONAL, INC.
By:
Its:
Printed Name:
By:
Its:
Printed Name:
____________________________________
Contractor’s License Number
____________________________________
DIR Registration Number
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EXHIBIT A
EXHIBIT A
SCOPE OF SERVICES
PROPOSED SCOPE OF PROJECT/EQUIPMENT SERVICES
The Vendor will furnish all materials, renderings, equipment, tools, removal, installation, labor,
coordination, permits, supervision, freight, and incidentals (including tax) as necessary to perform
and complete the project pursuant to the Request for Vendor Quotes and the Agreement. The
following is a non-inclusive description of the project work and/or goods to be provided.
Asphalt Maintenance and Repair
General. The City of San Bernardino has approximately 534 center lane miles,
approximately 45 parking lots at City parks and City owned facilities, and nearly 120
alleys with asphalt pavement. The City is responsible for repairing, maintaining, and
replacing (as needed) asphalt pavement at all these locations through a combined effort
between the Engineering and Operations and Maintenance (O&M) Divisions of Public
Works. The O&M Division performs minor maintenance and temporary repairs of many
asphalt streets and parking lots while the Engineering Division manages larger projects.
This project addresses minor to medium-sized asphalt repairs on City streets,
parking lots, alleys, and other related infrastructure and is administered through
the O&M division. It seeks the services of an experienced, fully licensed
contractor for Asphalt Maintenance Repair Services with experience in municipal
settings.
Materials. All asphalt materials shall meet the standard requirement of Section 400 of
the Green Book standard specification for Public Works Construction, latest edition.
Materials shall also be free of any residues caused by the artificial distillation of coal,
coal tar, or paraffin. The material shall also be free of water and must be of the
same kind/texture for the entire job. All types must be of PG6410 grade. Contractor
must have the ability to supply the following:
Asphalt Material
•Type 3/4”
•Type ½”
•Type 3/8”
•Type extra fine
•Asphalt emulsion SS 1h
Reporting and Notification. The vendor will be required to notify the Contract
Administrator 24 hours prior to any scheduled work at a pre-approved work site. Before
and after pictures of work are required and will be sent to the contract administrator
after completion of each job or work task.
Packet Pg. 59
EXHIBIT A
Hours of Operation. All work will be performed Mondays to Saturday within the hours
of 7 a.m. to 9 p.m. unless otherwise exempted by the Contract Administrator.
Customer Service and After-Hours Notification. The vendor is required to have a
dedicated after-hours notification line monitored and answered by an employee that can
dispatch crews should an after-hour emergency or urgent issue occur.
Special Projects. The Contract Administrator will determine when areas of
maintenance may require significant upgrades that are not within the normal scope of
the maintenance services agreement. In such cases, a quote will be requested for the
desired work performed and work may begin once approved and a purchase order is
issued.
Requests from The Public. The vendor is prohibited from taking direct requests from
any residents, City staff (not affiliated with the Operations and Maintenance Division), or
any other organizations. The vendor will make every effort to politely inform the
requesting individual to contact the Contract Administrator or San Bernardino’s Help
Line. Any instance of work performed as a result of a direct request outside of the
Contract Administrator will be cause for termination of the vendor services agreement.
Licenses The Vendor shall confirm that it has all licenses (A, Class C-8, and Class C-
12), permits, certifications, qualification and approvals of whatever nature that are
legally required to provide asphalt paving/repair services, including a City business
license, and that such license and approvals shall be maintained throughout the term of
this Contract.
Safety Requirements. Vendor’s employees shall wear appropriate personal protection
equipment as required.
Traffic Control. Traffic control is the responsibility of the vendor to implement;
however, the contract administrator may assist as needed for larger lane or road
closures which may require an official traffic control plan.
Contractor Compliance/Other Info. If the Contract Administrator determines that there
are deficiencies in the performance of this project, he or she will provide a written notice
to the contractor stating the deficiencies and specifying a time frame to correct the
specified deficiencies. This time frame shall be at least a 30-day notice or as determined
by the Contract Administrator to correct the specified deficiencies.
Should the contractor fail to correct any deficiencies within the stated time frame, the
Contract Administrator may exercise the following measures:
a. Deduct from the contractor’s payment the amount necessary to correct the
deficiency, including City overhead costs and impose a deficiency deduction.
b. Withhold the entire or partial payment.
Packet Pg. 60
EXHIBIT A
c. Terminate the contract.
Packet Pg. 61
EXHIBIT B
EXHIBIT B
SCHEDULE OF SERVICES
Technical. Vendor shall provide manpower, tools, equipment, and materials to perform
minor to medium-sized asphalt repair or construction services. Vendor shall possess
valid Class C12 Earthwork and Paving contractor license from the State of California at
the time of this quote, and for the duration of this contract. Vendor’s staff will have the
applicable training, certifications, and skills necessary to perform the services required
as requested in this request for quotes. Generally, the Vendor will be notified at
least two weeks before services are required unless services are of an emergency
nature. The Contract Administrator will work with the vendor to determine appropriate
time-frame for completion of the requested work task and will consider factors such as
material shortages due to national supply chain delays.
Services Required
Asphalt Overlay (Machine Method). Vendor shall place a 1” thick overlay of PG70-10
½” over an existing asphalt-leveling course or a PG70 10 3/4” patch. Lap edges tee cut
twelve inches. The areas normally range in size from 10 to 100 square feet, but some
requests may be larger. A tack coat is required. Please note: If an existing patch or
temporary material is too high, the vendor will scrape down and/or saw cut and remove
existing patch prior to overlay. Saw-cutting is absorbed with the cost provided for this
task and is not billed separately.
Slurry Seal Single Coat. Slurry seal single coat shall be Guard top as manufactured
by Industrial Asphalt or of any equal kind. It shall be applied with 15% water mix at 20
gallons per every 1,000 square foot area. The vendor will remove, clean, and scrape
any accumulation of oil and foreign matter prior to application of the slurry seal. The oil
seal and crack filler to be applied shall confirm to Section 37-1 of Caltrans Standard
Specification, current edition. Oil and crack filler costs are included in the price quoted
for slurry seal single coat by the vendor. Payment is based on square footage.
Slurry Seal Double Coat. Slurry seal double coat shall be Guard top as manufactured
by Industrial Asphalt or of any equal kind. It shall be applied with 15% water mix at 30
gallons per every 1,000 square foot area. The vendor will remove, clean, and scrape
any accumulation of oir and foreign matter prior to application of the slurry seal. The oil
seal and crack filler to be applied shall confirm to Section 37-1 and 37-2 of Caltrans
Standard Specification, current editions. Oil and crack filler costs are included in the
price quoted for slurry seal single coat by the vendor. Payment is based on square
footage.
Asphalt Berm. Asphalt berm shall be placed per City standards unless otherwise
exempted by the Contract Administrator. Some special berms may be requested for
flood-prone areas and may require a height up to 10”.
Packet Pg. 62
EXHIBIT B
Rubberized Crack Sealing. Crack sealing work will include cleaning and sealing
asphalt pavement cracks ¼” and greater in width. The crack filler shall be a mixture of
paving asphalt and ground rubber or ground rubber and polymer that confirms to current
Caltrans standards. The gradation of the ground rubber shall be such that 100% will
pass a No. 8 sieve. All cracks shall be blown free of loose materials with a high-
pressure nozzle (at least 90 psi or greater). All excess materials shall such as sand
shall be swept upon job completion.
Striping and Marking. The City will provide striping and marking services for
completed jobs that may require it. Should striping be requested of the vendor, a
separate quote will be requested.
Emergency Response. The vendor shall respond to emergencies within 2 hours of
request by the Contract Administrator or his representative.
Packet Pg. 63
EXHIBIT C
EXHIBIT C
COMPENSATION
ATTACHMENT “C”
VENDOR QUOTE FORM
VENDOR NAME: Horizons Construction Company International, Inc.
ADDRESS: 432 W Meats Avenue, Orange, CA 92865
PHONE: (714) 626-0000
The undersigned, hereby declare that they have carefully examined the location of the proposed
work, familiarized themselves with the local conditions affecting the cost of the work, and have
read and examined the terms and conditions for the following Project:
ASPHALT MAINTENANCE AND REPAIR
The undersigned, hereby propose to furnish all labor, materials, equipment, tools, transportation,
and services, and to discharge all duties and obligations necessary and required to perform and
complete the Project in strict accordance with the Vendor Price Quote for the ELECTRONICALLY
SUBMITTED TOTAL VENDOR QUOTE PRICE.
Description Unit Estimated Qty. Unit Cost Total Cost
Asphalt Skin Patching –
1” Machine Overlay
•1 to 1,500 square feet SF 1,500 8.90 13,350
•1,501 to 2,500 square feet SF 2,500 5.38 13,450
•2,501 to 4,000 square feet SF 4,000 4.23 16,920
•4,001 to 10,000 square feet SF 10,000 4.16 41,600
Slurry Seal Single Coat
•1 to 100 square feet SF 400 0.98 392
•101 to 500 square feet SF 1,500 0.75 1,125
•501 to 1,000 square feet SF 4,000 0.58 2,320
•1,001 to 5,000 square feet SF 10,000 0.50 5,000
Slurry Seal Double Coat
•1 to 100 square feet SF 400 1.69 676
•101 to 500 square feet SF 1,000 1.40 1,400
•501 to 1,000 square feet SF 1,000 1.35 1,350
•1,001 to 5,000 square feet SF 5,000 1.30 6,500
Packet Pg. 64
EXHIBIT C
Remove Temporary Asphalt and
Replace with 3” Permanent
Asphalt
•1 to 100 square feet SF 400 6.86 2,744
•101 to 500 square feet SF 1,000 6.61 6,610
•501 to 1,000 square feet SF 3,000 6.50 19,500
•1,001 to 5,000 square feet SF 5,000 6.44 32,200
10” Asphalt Berm (lineal feet) LF 120 52.00 6,240
Rubberized Crack Filling LF 1,500 1.50 2,250
Total Number of Additional Pages: 0
I hereby declare under penalty of perjury that the foregoing is true and correct.
Submitted By:
Title:
(Authorized Representative Signature)
Print Name:
Contractor’s License Number and Classification:
DIR Registration Number (if applicable): _________
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REQUEST FOR VENDOR QUOTES
FOR
CITY OF SAN BERNARDINO
FOR
ASPHALT MAINTENANCE AND REPAIR
CITY OF SAN BERNARDINO
290 North D Street
San Bernardino, California 92401
Telephone: (909) 384-7272
https://www.ci.san-bernardino.ca.us/
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REQUEST FOR VENDOR PRICE QUOTES
PROJECT NO. RFQ F-23-18
ASPHALT MAINTENANCE AND REPAIR
PUBLIC NOTICE IS HEREBY GIVEN that vendor price quotes (“Quotes”) will be received by
the City of San Bernardino (“City”) electronically through the City’s online bid management
provider (“PlanetBids”), until 3:00 PM Thursday, December 1, 2022. Quotes may NOT be
submitted by fax, email, telephone, mail, hand delivery, or other means; any Quotes received
through any means other than PlanetBids will be returned to the Vendor unopened.
The award of this contract is subject to available budget adequate to carry out the provisions of
the proposed agreement including the identified scope of work. The City reserves the right to
reject any or all Quotes.
The City is committed to inclusion and diversity and welcomes proposals and bids from
contractors, consultants, and vendors of all faiths, creeds, ancestries, and ethnicities without
regard to disability, gender identity, sexual orientation, or immigration status. The City
condemns and will not tolerate prejudice, racism, bigotry, hatred, bullying, or violence towards
any group within or outside of our community.
Public Works Prevailing Wage and Contractor Registration
Certain labor categories under this project may be subject to prevailing wages as identified in
the State of California Labor Code commencing at sections 1720 et seq. and 1770 et seq. If
applicable, employees working in these categories at the site must be paid not less than the
basic hourly rates of pay and fringe benefits established by the California Department of
Industrial Relations (“DIR”). Copies of the State of California wage schedules are available for
review at www.dir.ca.gov/dlsr/. In addition, a copy of the prevailing rate of per diem wages will
be made available at the City upon request. The successful Vendor shall post a copy of the
prevailing wage rates at each job site. It shall be mandatory upon the Vendor to whom the
Agreement is awarded, and upon any subcontractors, to comply with all Labor Code provisions,
which include but are not limited to the payment of not less than the said specified prevailing
wage rates to all workers employed by them in the execution of the Agreement, employment of
apprentices, hours of labor and debarment of contractors and subcontractors.
Pursuant to Labor Code sections 1725.5 and 1771.1, all contractors and subcontractors that
wish to bid on, be listed in a bid proposal, or enter into a contract to perform public work must be
registered with the DIR. No proposal will be accepted nor any contract entered into without
proof of the Vendor’s and subcontractors’ current registration with the DIR to perform public
work. If awarded a contract, the Vendor and its subcontractors, of any tier, shall maintain active
registration with the DIR for the duration of the project. Notwithstanding the foregoing, the
contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall
not apply to work performed on a public works project that is exempt pursuant to the small
project exemption specified in Labor Code Sections 1725.5 and 1771.1. The contract awarded
pursuant to this request may also be subject to compliance monitoring and enforcement by the
DIR.
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I. REQUEST FOR QUOTES
The City is requesting Quotes from qualified vendors1 (“Vendors”) for ASPHALT
MAINTENANCE AND REPAIR services (“Project/Equipment”). To serve and promote the
welfare of its residents, the City intends to procure the Project/Equipment, as described below.
A. Scope of Work/Services
The Project/Equipment sought under this request are set forth in more detail in
Attachment “A”, attached hereto and incorporated herein by this reference. Notwithstanding
the inclusion of such Project/Equipment in Attachment “A”, the final scope of
Project/Equipment negotiated between City and the successful Vendor shall be set forth in the
Maintenance Service Agreement (“Agreement”) executed by and between City and the
successful Vendor. A copy of the Agreement is attached hereto as Attachment “B” and
incorporated herein by this reference.
B. Project Manager
The Project Manager for the City regarding this request will be Michelle Parra, Buyer,
Purchasing, (909) 384-5083, (Purchasing@sbcity.org) or a designated representative, who
will coordinate the assistance to be provided by the City to the Vendor.
C. Requests for Clarification
All questions, requests for interpretations or clarifications, either administrative or
technical must be requested in writing and will be answered in writing through PlanetBids. To
ensure a response, questions must be received in writing no later than November 15, 2022 by
3:00pm local time.
D. Meeting N/A
E. Site Examination N/A
F. Submittal Requirements of Vendor Price Quote
The Quote must be received no later than 3:00PM local time, on or before December 1,
2022 through PlanetBids. It is solely the responsibility of Vendor to see that its Quote is
properly submitted to PlanetBids in proper form and prior to the stated closing time. PlanetBids
will not accept late Quotes. The City will only consider Quotes that have transmitted
successfully and have been issued a confirmation number with a time stamp from PlanetBids
indicating that the Quote was submitted successfully.
Vendors experiencing any technical difficulties with the Quote submission process may
contact PlanetBids Support.
Vendors to provide a Quote for the scope of Project/Equipment as set forth in in the
Vendor Quote Form attached hereto as Attachment “C” and incorporated herein by this
reference.. Vendors submitting a Quote agree to furnish services to the City in accordance with
the Quote submitted, and to be bound by the terms and conditions of this Request for Vendor
Price Quote. Vendor is certifying that it takes no exceptions to the request, including but not
limited to, the Agreement.
G. Selection Process
1Use of the term “Vendor(s)” shall mean individual proprietorship, partnership, Limited Liability Company,
corporation or joint venture.
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The City will evaluate and award to the responsible Vendor offering the needed
quality of supply or work or service at the lowest quotation or determined to be in the best
interest of the City. During the evaluation process, the City reserves the right, to request
additional information or clarifications from Vendors, or to allow corrections of errors or
omissions.
H. General Conditions
1. General: It is solely the responsibility of the Vendor to see that its Quote
is properly submitted to PlanetBids in proper form and prior to the stated closing time.
PlanetBids will not accept late Quotes.
2. Amendments to Request: The City reserves the right to amend the request
or issue to all Vendors addenda to answer questions for clarification.
3. Non-Responsive Quotes: A Quote may be considered non-responsive if
conditional or incomplete.
4. Costs for Preparing: The City will not compensate any Vendor for the cost
of preparing any Quote, and all materials submitted with a Quote shall become the property of
the City. The City will retain all Quotes submitted and may use any idea in a Quote regardless of
whether that Quote is selected.
5. Price Validity: Quotes provided by Proposers in response to this request
are valid for 120 days from the due date. The City intends to award the Agreement within this
time but may request an extension from the Vendors to hold pricing, until negotiations are
complete and the Agreement is awarded.
6.Availability to Perform Work: Vendor must be available to begin
Project/Equipment within 30 working days of the contract being awarded and must complete all
Project/Equipment within 45 calendar days.
7. Additional Costs to Perform Work/Services: The Vendor’s Quote is
inclusive of all cost and applicable taxes. Vendor is responsible for all building permit fees,
applicable renderings, plans, documentation and fees required by the Agreement. Vendor will
be required to maintain at its own cost the necessary insurance as required by the Agreement
and a City business license.
8. Vendor License: As applicable, Vendors shall be properly licensed for the
services they provide. Pursuant to Section 7028.15 of the Business and Professions Code and
Section 3300 of the Public Contract Code, all Vendors must possess proper licenses for
performance of this Agreement in the following classification(s): A-General Engineering
Contractor, C8-Concrete Contractor, C12-Earthwork and Paving Contractors,
Subcontractors must possess the appropriate licenses for specialty work. Pursuant to Section
7028.5 of the Business and Professions Code, the City shall consider any Quote submitted by a
Vendor not currently licensed in accordance with state law to be nonresponsive. The City shall
have the right to request, and proposers shall provide within five (5) calendar days, evidence
satisfactory to the City of all valid license(s) currently held by Vendor and each of the Vendor’s
subcontractors before awarding the Agreement.
[END OF SECTION]
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ATTACHMENT “A”
PROPOSED SCOPE OF PROJECT/EQUIPMENT SERVICES
The Vendor will furnish all materials, renderings, equipment, tools, removal, installation, labor,
coordination, permits, supervision, freight, and incidentals (including tax) as necessary to
perform and complete the project pursuant to the Request for Vendor Quotes and the
Agreement. The following is a non-inclusive description of the project work and/or goods to be
provided.
Asphalt Maintenance and Repair
General. The City of San Bernardino has approximately 534 center lane miles,
approximately 45 parking lots at City parks and City owned facilities, and nearly 120
alleys with asphalt pavement. The City is responsible for repairing, maintaining, and
replacing (as needed) asphalt pavement at all these locations through a combined effort
between the Engineering and Operations and Maintenance (O&M) Divisions of Public
Works. The O&M Division performs minor maintenance and temporary repairs of many
asphalt streets and parking lots while the Engineering Division manages larger projects.
This project addresses minor to medium-sized asphalt repairs on City streets,
parking lots, alleys, and other related infrastructure and is administered through
the O&M division. It seeks the services of an experienced, fully licensed
contractor for Asphalt Maintenance Repair Services with experience in municipal
settings.
Terms. For purposes of this scope of services and any related documents, the
following terms are defined:
•Contract Administrator. The Contract Administrator is defined as the City
representative responsible for administering the contract and ensuring the vendor
services agreement is appropriately followed. This designation is assigned to the
Operations and Maintenance Division Manager of Public Works. The Streets Supervisor
is assigned as the alternate for this project.
•Vendor. This refers to the asphalt maintenance and repair maintenance contractor and
any of his or her assigned representatives.
Materials. All asphalt materials shall meet the standard requirement of Section 400 of
the Green Book standard specification for Public Works Construction, latest edition.
Materials shall also be free of any residues caused by the artificial distillation of coal,
coal tar, or paraffin. The material shall also be free of water and must be of the
same kind/texture for the entire job. All types must be of PG6410 grade. Contractor
must have the ability to supply the following:
Asphalt Material
•Type 3/4”
•Type ½”
•Type 3/8”
•Type extra fine
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•Asphalt emulsion SS 1h
Reporting and Notification. The vendor will be required to notify the Contract
Administrator 24 hours prior to any scheduled work. Before and after pictures of work
are required and will be sent to the contract administrator after completion of each job or
work task.
Hours of Operation. All work will be performed Mondays to Saturday within the hours
of 7 a.m. to 9 p.m. unless otherwise exempted by the Contract Administrator.
Customer Service and After-Hours Notification. The vendor is required to have a
dedicated after-hours notification line monitored and answered by an employee that can
dispatch crews should an after-hour emergency or urgent issue occur.
Special Projects. The Contract Administrator will determine when areas of
maintenance may require significant upgrades that are not within the normal scope of
the maintenance services agreement. In such cases, a quote will be requested for the
desired work performed and work may begin once approved and a purchase order is
issued.
Requests from The Public. The vendor is prohibited from taking direct requests from
any residents, City staff (not affiliated with the Operations and Maintenance Division), or
any other organizations. The vendor will make every effort to politely inform the
requesting individual to contact the Contract Administrator or San Bernardino’s Help
Line. Any instance of work performed as a result of a direct request outside of the
Contract Administrator will be cause for termination of the vendor services agreement.
Licenses The Vendor shall confirm that it has all licenses (A, Class C-8, and Class C-
12), permits, certifications, qualification and approvals of whatever nature that are
legally required to provide asphalt paving/repair services, including a City business
license, and that such license and approvals shall be maintained throughout the term of
this Contract.
Safety Requirements. Vendor’s employees shall wear appropriate personal protection
equipment as required.
Traffic Control. Traffic control is the responsibility of the vendor to implement;
however, the contract administrator may assist as needed for larger lane or road
closures which may require an official traffic control plan.
Contractor Compliance/Other Info. If the Contract Administrator determines that
there are deficiencies in the performance of this project, he or she will provide a written
notice to the contractor stating the deficiencies and specifying a time frame to correct
the specified deficiencies. This time frame shall be at least a 30-day notice or as
determined by the Contract Administrator to correct the specified deficiencies.
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Should the contractor fail to correct any deficiencies within the stated time frame, the
Contract Administrator may exercise the following measures:
a. Deduct from the contractor’s payment the amount necessary to correct the
deficiency, including City overhead costs and impose a deficiency deduction.
b. Withhold the entire or partial payment.
c. Terminate the contract.
Technical Specifications
Technical. Vendor shall provide manpower, tools, equipment, and materials to perform
minor to medium-sized asphalt repair or construction services. Vendor shall possess
valid Class C12 Earthwork and Paving contractor license from the State of California at
the time of this quote, and for the duration of this contract. Vendor’s staff will have the
applicable training, certifications, and skills necessary to perform the services required
as requested in this request for quotes.
Services Required
Asphalt Overlay (Machine Method). Vendor shall place a 1” thick overlay of PG70-10
½” over an existing asphalt-leveling course or a PG70 10 3/4” patch. Lap edges tee cut
twelve inches. The areas normally range in size from 10 to 100 square feet, but some
requests may be larger. A tack coat is required. Please note: If an existing patch or
temporary material is too high, the vendor will scrape down and/or saw cut and remove
existing patch prior to overlay. Saw-cutting is absorbed with the cost provided for this
task and is not billed separately.
Slurry Seal Single Coat. Slurry seal single coat shall be Guard top as manufactured
by Industrial Asphalt or of any equal kind. It shall be applied with 15% water mix at 20
gallons per every 1,000 square foot area. The vendor will remove, clean, and scrape
any accumulation of oil and foreign matter prior to application of the slurry seal. The oil
seal and crack filler to be applied shall confirm to Section 37-1 of Caltrans Standard
Specification, current edition. Oil and crack filler costs are included in the price quoted
for slurry seal single coat by the vendor. Payment is based on square footage.
Slurry Seal Double Coat. Slurry seal double coat shall be Guard top as manufactured
by Industrial Asphalt or of any equal kind. It shall be applied with 15% water mix at 30
gallons per every 1,000 square foot area. The vendor will remove, clean, and scrape
any accumulation of oir and foreign matter prior to application of the slurry seal. The oil
seal and crack filler to be applied shall confirm to Section 37-1 and 37-2 of Caltrans
Standard Specification, current editions. Oil and crack filler costs are included in the
price quoted for slurry seal single coat by the vendor. Payment is based on square
footage.
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Asphalt Berm. Asphalt berm shall be placed per City standards unless otherwise
exempted by the Contract Administrator. Some special berms may be requested for
flood-prone areas and may require a height up to 10”.
Rubberized Crack Sealing. Crack sealing work will include cleaning and sealing
asphalt pavement cracks ¼” and greater in width. The crack filler shall be a mixture of
paving asphalt and ground rubber or ground rubber and polymer that confirms to current
Caltrans standards. The gradation of the ground rubber shall be such that 100% will
pass a No. 8 sieve. All cracks shall be blown free of loose materials with a high-
pressure nozzle (at least 90 psi or greater). All excess materials shall such as sand
shall be swept upon job completion.
Striping and Marking. The City will provide striping and marking services for
completed jobs that may require it. Should striping be requested of the vendor, a
separate quote will be requested.
Emergency Response. The vendor shall respond to emergencies within 2 hours of
request by the Contract Administrator or his representative.
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ATTACHMENT “B”
SAMPLE MAINTENANCE SERVICE AGREEMENT
[***MODEL MAINTENANCE SERVICES AGREEMENT-
REMOVE THIS TITLE WHEN USED***]
[TO BE INSERTED ON CITY OF SAN BERNARDINO
LETTERHEAD]
[***FOR MAINTENANCE SERVICES – DEFINED AS:
(1) Routine, recurring, and usual work for the preservation or protection of any publicly
owned or publicly operated facility for its intended purposes.
(2) Minor repainting.
(3) Resurfacing of streets and highways at less than one inch.
(4) Landscape maintenance, including mowing, watering, trimming, pruning, planting,
replacement of plants, and servicing of irrigation and sprinkler systems.
(5) Work performed to keep, operate, and maintain publicly owned water, power, or waste
disposal systems, including, but not limited to, dams, reservoirs, powerplants, and
electrical transmission lines of 230,000 volts and higher.**]
CITY OF SAN BERNARDINO
MAINTENANCE SERVICES AGREEMENT
1. PARTIES AND DATE.
This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT
MONTH***], 2021 by and between the City of San Bernardino, a municipal corporation
organized under the laws of the State of California with its principal place of business at Vanir
Tower, 290 North D Street, San Bernardino, California 92401, County of San Bernardino, State
of California (“City”) and [***INSERT NAME***], a [***[INSERT TYPE OF ENTITY -
CORPORATION, PARTNERSHIP, SOLE PROPRIETORSHIP OR OTHER LEGAL
ENTITY]***] with its principal place of business at [***INSERT ADDRESS***] (“Contractor”).
City and Contractor are sometimes individually referred to as “Party” and collectively as
“Parties” in this Agreement.
2. RECITALS.
2.1 Contractor.
Contractor desires to perform and assume responsibility for the provision of certain
maintenance services required by the City on the terms and conditions set forth in this
Agreement. Contractor represents that it is experienced in providing [***INSERT TYPE OF
Packet Pg. 74
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SERVICES***] services to public clients, that it and its employees or subcontractors have all
necessary licenses and permits to perform the Services in the State of California, and that is
familiar with the plans of City. Contractor shall not subcontract any portion of the work required
by this Agreement, except as expressly stated herein, without prior written approval of City.
Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in
this Agreement.
2.2 Project.
City desires to engage Contractor to render such services for the [***INSERT NAME OF
PROJECT***] project (“Project”) as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Contractor promises and agrees to furnish to
the City all labor, materials, tools, equipment, services, and incidental and customary work
necessary to fully and adequately supply the professional [***INSERT TYPE OF SERVICES***]
maintenance services necessary for the Project (“Services”). The Services are more particularly
described in Exhibit “A” attached hereto and incorporated herein by reference. All Services
shall be subject to, and performed in accordance with, this Agreement, the exhibits attached
hereto and incorporated herein by reference, and all applicable local, state and federal laws,
rules and regulations.
3.1.2 Term. The term of this Agreement shall be from [***INSERT START
DATE***] to [***INSERT ENDING DATE***], unless earlier terminated as provided herein.
[***INSERT THE FOLLOWING SENTENCE FOR MULTI-YEAR, AUTOMATIC RENEWAL
NOT TO EXCEED THREE CONSECUTIVE YEARS; OTHERWISE, ALWAYS DELETE: The
City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically
for no more than [INSERT NUMBER] additional one-year terms.***] Contractor shall complete
the Services within the term of this Agreement, and shall meet any other established schedules
and deadlines. The Parties may, by mutual, written consent, extend the term of this Agreement
if necessary to complete the Services.
3.2 Responsibilities of Contractor.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The
Services shall be performed by Contractor or under its supervision. Contractor will determine
the means, methods and details of performing the Services subject to the requirements of this
Agreement. City retains Contractor on an independent contractor basis and not as an
employee. Contractor retains the right to perform similar or different services for others during
the term of this Agreement. Any additional personnel performing the Services under this
Agreement on behalf of Contractor shall also not be employees of City and shall at all times be
under Contractor’s exclusive direction and control. Contractor shall pay all wages, salaries, and
other amounts due such personnel in connection with their performance of Services under this
Agreement and as required by law. Contractor shall be responsible for all reports and
obligations respecting such additional personnel, including, but not limited to: social security
taxes, income tax withholding, unemployment insurance, disability insurance, and workers’
compensation insurance.
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3.2.2 Schedule of Services. Contractor shall perform the Services
expeditiously, within the term of this Agreement, and in accordance with the Schedule of
Services set forth in Exhibit “B” attached hereto and incorporated herein by reference.
Contractor represents that it has the professional and technical personnel required to perform
the Services in conformance with such conditions. In order to facilitate Contractor’s
conformance with the Schedule, City shall respond to Contractor’s submittals in a timely
manner. Upon request of City, Contractor shall provide a more detailed schedule of anticipated
performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by
Contractor shall be subject to the approval of City.
3.2.4 City’s Representative. The City hereby designates [***INSERT NAME
OR TITLE***], or his or her designee, to act as its representative for the performance of this
Agreement (“City’s Representative”). City’s Representative shall have the power to act on
behalf of the City for all purposes under this Agreement. Contractor shall not accept direction or
orders from any person other than the City’s Representative or his or her designee.
3.2.5 Contractor’s Representative. Contractor hereby designates [***INSERT
NAME OR TITLE***], or his or her designee, to act as its representative for the performance of
this Agreement (“Contractor’s Representative”). Contractor’s Representative shall have full
authority to represent and act on behalf of the Contractor for all purposes under this Agreement.
The Contractor’s Representative shall supervise and direct the Services, using his or her best
skill and attention, and shall be responsible for all means, methods, techniques, sequences and
procedures and for the satisfactory coordination of all portions of the Services under this
Agreement.
3.2.6 Coordination of Services. Contractor agrees to work closely with City
staff in the performance of Services and shall be available to City’s staff, consultants and other
staff at all reasonable times.
3.2.7 Standard of Care; Performance of Employees. Contractor shall perform
all Services under this Agreement in a skillful and competent manner, consistent with the
standards generally recognized as being employed by professionals in the same discipline in
the State of California. Contractor represents and maintains that it is skilled in the professional
calling necessary to perform the Services. Contractor warrants that all employees and
subcontractors shall have sufficient skill and experience to perform the Services assigned to
them. Finally, Contractor represents that it, its employees and subcontractors have all licenses,
permits, qualifications and approvals of whatever nature that are legally required to perform the
Services, including a City Business License, and that such licenses and approvals shall be
maintained throughout the term of this Agreement. As provided for in the indemnification
provisions of this Agreement, Contractor shall perform, at its own cost and expense and without
reimbursement from the City, any services necessary to correct errors or omissions which are
caused by the Contractor’s failure to comply with the standard of care provided for herein. Any
employee of the Contractor or its sub-contractors who is determined by the City to be
uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a
threat to the safety of persons or property, or any employee who fails or refuses to perform the
Services in a manner acceptable to the City, shall be promptly removed from the Project by the
Contractor and shall not be re-employed to perform any of the Services or to work on the
Project.
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3.2.8 Period of Performance and Liquidated Damages. Contractor shall perform
and complete all Services under this Agreement within the term set forth in Section 3.1.2 above
(“Performance Time”). Contractor shall perform the Services in strict accordance with any
completion schedule or Project milestones described in Exhibits “A” or “B” attached hereto, or
which may be provided separately in writing to the Contractor. Contractor agrees that if the
Services are not completed within the aforementioned Performance Time and/or pursuant to
any such completion schedule or Project milestones developed pursuant to provisions of this
Agreement, it is understood, acknowledged and agreed that the City will suffer damage.
[***INCLUDE THE FOLLOWING SENTENCE ONLY IF YOU’RE INCLUDING LD’S – DELETE
OTHERWISE – DON’T SIMPLY INSERT $0; ALSO DELETE “AND LIQUIDATED DAMAGES”
FROM TITLE OF SECTION ***]Pursuant to Government Code Section 53069.85, Contractor
shall pay to the City as fixed and liquidated damages, and not as a penalty, the sum of
[***INSERT WRITTEN DOLLAR AMOUNT***] Dollars ($[***INSERT NUMERICAL DOLLAR
AMOUNT***]) per day for each and every calendar day of delay beyond the Performance Time
or beyond any completion schedule or Project milestones established pursuant to this
Agreement.
3.2.9 Disputes. Should any dispute arise respecting the true value of any work
done, of any work omitted, or of any extra work which Contractor may be required to do, or
respecting the size of any payment to Contractor during the performance of this Contract,
Contractor shall continue to perform the Work while said dispute is decided by the City. If
Contractor disputes the City’s decision, Contractor shall have such remedies as may be
provided by law.
3.2.10 Laws and Regulations; Employee/Labor Certifications. Contractor shall
keep itself fully informed of and in compliance with all local, state and federal laws, rules and
regulations in any manner affecting the performance of the Project or the Services, including all
Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for
all violations of such laws and regulations in connection with Services. If the Contractor
performs any work knowing it to be contrary to such laws, rules and regulations and without
giving written notice to the City, Contractor shall be solely responsible for all costs arising
therefrom. City is a public entity of the State of California subject to certain provisions of the
Health & Safety Code, Government Code, Public Contract Code, and Labor Code of the State.
It is stipulated and agreed that all provisions of the law applicable to the public contracts of a
municipality are a part of this Agreement to the same extent as though set forth herein and will
be complied with. These include but are not limited to the payment of prevailing wages, the
stipulation that eight (8) hours’ labor shall constitute a legal day’s work and that no worker shall
be permitted to work in excess of eight (8) hours during any one calendar day except as
permitted by law. Contractor shall defend, indemnify and hold City, its officials, directors,
officers, employees and agents free and harmless, pursuant to the indemnification provisions of
this Agreement, from any claim or liability arising out of any failure or alleged failure to comply
with such laws, rules or regulations.
3.2.10.1 Employment Eligibility; Contractor. By executing this
Agreement, Contractor verifies that it fully complies with all requirements and restrictions of
state and federal law respecting the employment of undocumented aliens, including, but not
limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to
time. Such requirements and restrictions include, but are not limited to, examination and
retention of documentation confirming the identity and immigration status of each employee of
the Contractor. Contractor also verifies that it has not committed a violation of any such law
within the five (5) years immediately preceding the date of execution of this Agreement, and
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shall not violate any such law at any time during the term of the Agreement. Contractor shall
avoid any violation of any such law during the term of this Agreement by participating in an
electronic verification of work authorization program operated by the United States Department
of Homeland Security, by participating in an equivalent federal work authorization program
operated by the United States Department of Homeland Security to verify information of newly
hired employees, or by some other legally acceptable method. Contractor shall maintain
records of each such verification, and shall make them available to the City or its
representatives for inspection and copy at any time during normal business hours. The City
shall not be responsible for any costs or expenses related to Contractor’s compliance with the
requirements provided for in Section 3.2.10 or any of its sub-sections.
3.2.10.2 Employment Eligibility; Subcontractors, Sub-subcontractors
and Consultants. To the same extent and under the same conditions as Contractor, Contractor
shall require all of its subcontractors, sub-subcontractors and consultants performing any work
relating to the Project or this Agreement to make the same verifications and comply with all
requirements and restrictions provided for in Section 3.2.10.1.
3.2.10.3 Employment Eligibility; Failure to Comply. Each person
executing this Agreement on behalf of Contractor verifies that they are a duly authorized officer
of Contractor, and understands that any of the following shall be grounds for the City to
terminate the Agreement for cause: (1) failure of Contractor or its subcontractors, sub-
subcontractors or consultants to meet any of the requirements provided for in Sections 3.2.10.1
or 3.2.10.2; (2) any misrepresentation or material omission concerning compliance with such
requirements (including in those verifications provided to the Contractor under Section 3.2.10.2);
or (3) failure to immediately remove from the Project any person found not to be in compliance
with such requirements.
3.2.10.4 Labor Certification. By its signature hereunder, Contractor
certifies that it is aware of the provisions of Section 3700 of the California Labor Code which
require every employer to be insured against liability for Workers’ Compensation or to undertake
self-insurance in accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
3.2.10.5 Equal Opportunity Employment. Contractor represents that it is
an equal opportunity employer and it shall not discriminate against any subcontractor, employee
or applicant for employment because of race, religion, color, national origin, handicap, ancestry,
sex or age. Such non-discrimination shall include, but not be limited to, all activities related to
initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff
or termination.
3.2.10.6 Air Quality. Contractor must fully comply with all applicable
laws, rules and regulations in furnishing or using equipment and/or providing services, including,
but not limited to, emissions limits and permitting requirements imposed by the California Air
Resources Board (CARB). Contractor shall specifically be aware of the CARB limits and
requirements’ application to “portable equipment”, which definition is considered by CARB to
include any item of equipment with a fuel-powered engine. Contractor shall indemnify City
against any fines or penalties imposed by CARB or any other governmental or regulatory
agency for violations of applicable laws, rules and/or regulations by Contractor, its
subcontractors, or others for whom Contractor is responsible under its indemnity obligations
provided for in this Agreement.
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3.2.10.7 Water Quality.
(A) Management and Compliance. To the extent applicable,
Contractor’s Services must account for, and fully comply with, all local, state and federal laws,
rules and regulations that may impact water quality compliance, including, without limitation, all
applicable provisions of the Federal Water Pollution Control Act (33 U.S.C. §§ 1300); the
California Porter-Cologne Water Quality Control Act (Cal Water Code §§ 13000-14950); laws,
rules and regulations of the Environmental Protection Agency and the State Water Resources
Control Board; the City’s ordinances regulating discharges of storm water; and any and all
regulations, policies, or permits issued pursuant to any such authority regulating the discharge
of pollutants, as that term is used in the Porter-Cologne Water Quality Control Act, to any
ground or surface water in the State.
(B) Liability for Non-Compliance. Failure to comply with the
laws, regulations and policies described in this Section is a violation of law that may subject
Contractor or City to penalties, fines, or additional regulatory requirements. Contractor shall
defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers and
agents free and harmless, pursuant to the indemnification provisions of this Agreement, from
and against any and all fines, penalties, claims or other regulatory requirements imposed as a
result of Contractor’s non-compliance with the laws, regulations and policies described in this
Section, unless such non-compliance is the result of the sole established negligence, willful
misconduct or active negligence of the City, its officials, officers, agents, employees or
authorized volunteers.
(C) Training. In addition to any other standard of care
requirements set forth in this Agreement, Contractor warrants that all employees and
subcontractors shall have sufficient skill and experience to perform the Services assigned to
them without impacting water quality in violation of the laws, regulations and policies described
in this Section. Contractor further warrants that it, its employees and subcontractors will receive
adequate training, as determined by City, regarding the requirements of the laws, regulations
and policies described in this Section as they may relate to the Services provided under this
Agreement. Upon request, City will provide Contractor with a list of training programs that meet
the requirements of this paragraph.
3.2.11 Insurance. [***CITY RISK MANAGER TO REVIEW TO DETERMINE
WHETHER REQUIREMENTS AND LIMITS ARE ACCEPTABLE***]
3.2.11.1 Time for Compliance. Contractor shall not commence Work
under this Agreement until it has provided evidence satisfactory to the City that it has secured
all insurance required under this Section. In addition, Contractor shall not allow any
subcontractor to commence work on any subcontract until it has provided evidence satisfactory
to the City that the subcontractor has secured all insurance required under this Section.
3.2.11.2 Minimum Requirements. Contractor shall, at its expense,
procure and maintain for the duration of the Agreement insurance against claims for injuries to
persons or damages to property which may arise from or in connection with the performance of
the Agreement by the Contractor, its agents, representatives, employees or subcontractors.
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Contractor shall also require all of its subcontractors to procure and maintain the same
insurance for the duration of the Agreement. Such insurance shall meet at least the following
minimum levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at least
as broad as the latest version of the following: (1) General Liability: Insurance Services Office
Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability:
Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto);
(3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation insurance as
required by the State of California and Employer’s Liability Insurance; (4) Privacy/Network
Security (Cyber), in a form and with insurance companies acceptable to City; and (5) Aviation
and/or Drone Liability, in a form and with insurance companies acceptable to City. [***DELETE
IF AVIATION LIABILITY IS NOT REQUIRED***]The policy shall not contain any exclusion
contrary to the Agreement, including but not limited to endorsements or provisions limiting
coverage for (1) contractual liability (including but not limited to ISO CG 24 26 or 21 29); or (2)
cross liability for claims or suits by one insured against another.
(B) Minimum Limits of Insurance. Contractor shall maintain
limits no less than: (1) General Liability:[***INSERT AMOUNT - TYPICALLY $2,000,000
MINIMUM; and $4,000,0000 aggregate. HOWEVER, AMOUNT OF INSURANCE REQUIRED
DEPENDS UPON NATURE OF CONTRACT AND RISK TO CITY. PLEASE CONTACT RISK
MANAGEMENT TO CONFIRM AMOUNT***] per occurrence for bodily injury, personal injury
and property damage. If Commercial General Liability Insurance or other form with general
aggregate limit is used including, but not limited to, form CG 2503, either the general aggregate
limit shall apply separately to this Agreement/location or the general aggregate limit shall be
twice the required occurrence limit; (2) Automobile Liability:[***INSERT AMOUNT - TYPICALLY
$1,000,000 MINIMUM; HOWEVER, AMOUNT OF INSURANCE REQUIRED DEPENDS UPON
NATURE OF CONTRACT AND RISK TO CITY. PLEASE CONTACT RISK MANAGEMENT
TO CONFIRM AMOUNT***] per accident for bodily injury and property damage; (3) Workers’
Compensation and Employer’s Liability: Workers’ Compensation limits as required by the Labor
Code of the State of California. Employer’s Liability limits of [***INSERT AMOUNT -
TYPICALLY $1,000,000 MINIMUM; HOWEVER, AMOUNT OF INSURANCE REQUIRED
DEPENDS UPON NATURE OF CONTRACT AND RISK TO CITY. PLEASE CONTACT RISK
MANAGEMENT TO CONFIRM AMOUNT***] per accident for bodily injury or disease; (4) Cyber
Liability: :[***INSERT AMOUNT - TYPICALLY $1,000,000 PER
OCCURRENCE/AGGREGATE; HOWEVER, AMOUNT OF INSURANCE REQUIRED
DEPENDS UPON NATURE OF CONTRACT AND RISK TO CITY. PLEASE CONTACT RISK
MANAGEMENT TO CONFIRM AMOUNT***] for privacy breaches, system breaches,
denial/loss of service, and introduction, implantation or spread of malicious software code; (5)
Aviation/Drone Liability: [***INSERT AMOUNT - TYPICALLY $1,000,000 PER OCCURRENCE
LIMIT; HOWEVER, AMOUNT OF INSURANCE REQUIRED DEPENDS UPON NATURE OF
CONTRACT AND RISK TO CITY. PLEASE CONTACT RISK MANAGEMENT TO CONFIRM
AMOUNT***] for bodily injury and property damage.[***DELETE IF AVIATION LIABILITY NOT
REQUIRED***] Defense costs shall be paid in addition to the limits.
(C) Notices; Cancellation or Reduction of Coverage. At least
fifteen (15) days prior to the expiration of any such policy, evidence showing that such insurance
coverage has been renewed or extended shall be filed with the City. If such coverage is
cancelled or materially reduced, Contractor shall, within ten (10) days after receipt of written
notice of such cancellation or reduction of coverage, file with the City evidence of insurance
showing that the required insurance has been reinstated or has been provided through another
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insurance company or companies. In the event any policy of insurance required under this
Agreement does not comply with these specifications or is canceled and not replaced, the City
has the right but not the duty to obtain the insurance it deems necessary and any premium paid
by the City will be promptly reimbursed by Contractor or the City may withhold amounts
sufficient to pay premium from Contractor payments. In the alternative, the City may suspend or
terminate this Agreement.
(D) Additional Insured. The City of San Bernardino, its
directors, officials, officers, employees, agents, and volunteers shall be named as additional
insureds on Contractor’s and its subcontractors’ policies of commercial general liability and
automobile liability insurance using the endorsements and forms specified herein or exact
equivalents.
3.2.11.3 Insurance Endorsements. The insurance policies shall contain
the following provisions, or Contractor shall provide endorsements on forms supplied or
approved by the City to add the following provisions to the insurance policies:
(A) General Liability. The general liability policy shall include
or be endorsed (amended) to state that: (1) using ISO CG forms 20 10 and 20 37, or
endorsements providing the exact same coverage, the City of San Bernardino, its directors,
officials, officers, employees, agents, and volunteers shall be covered as additional insured with
respect to the Services or ongoing and complete operations performed by or on behalf of the
Contractor, including materials, parts or equipment furnished in connection with such work; and
(2) using ISO form 20 01, or endorsements providing the exact same coverage, the insurance
coverage shall be primary insurance as respects the City, its directors, officials, officers,
employees, agents, and volunteers, or if excess, shall stand in an unbroken chain of coverage
excess of the Contractor’s scheduled underlying coverage. Any excess insurance shall contain
a provision that such coverage shall also apply on a primary and noncontributory basis for the
benefit of the City, before the City’s own primary insurance or self-insurance shall be called
upon to protect it as a named insured. Any insurance or self-insurance maintained by the City,
its directors, officials, officers, employees, agents, and volunteers shall be excess of the
Contractor’s insurance and shall not be called upon to contribute with it in any way.
Notwithstanding the minimum limits set forth in Section 3.2.11.2(B), any available insurance
proceeds in excess of the specified minimum limits of coverage shall be available to the parties
required to be named as additional insureds pursuant to this Section 3.2.11.3(A).
(B) Automobile Liability. The automobile liability policy shall
include or be endorsed (amended) to state that: (1) the City, its directors, officials, officers,
employees, agents, and volunteers shall be covered as additional insureds with respect to the
ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired
or borrowed by the Contractor or for which the Contractor is responsible; and (2) the insurance
coverage shall be primary insurance as respects the City, its directors, officials, officers,
employees, agents, and volunteers, or if excess, shall stand in an unbroken chain of coverage
excess of the Contractor’s scheduled underlying coverage. Any insurance or self-insurance
maintained by the City, its directors, officials, officers, employees, agents, and volunteers shall
be excess of the Contractor’s insurance and shall not be called upon to contribute with it in any
way. Notwithstanding the minimum limits set forth in Section 3.2.11.2(B), any available
insurance proceeds in excess of the specified minimum limits of coverage shall be available to
the parties required to be named as additional insureds pursuant to this Section 3.2.11.3(B).
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(C) Workers’ Compensation and Employer’s Liability
Coverage. The insurer shall agree to waive all rights of subrogation against the City, its
directors, officials, officers, employees, agents, and volunteers for losses paid under the terms
of the insurance policy which arise from work performed by the Contractor.
(D) All Coverages. Each insurance policy required by this
Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided,
reduced or canceled except after thirty (30) days (10 days for nonpayment of premium) prior
written notice by certified mail, return receipt requested, has been given to the City; and (B) any
failure to comply with reporting or other provisions of the policies, including breaches of
warranties, shall not affect coverage provided to the City, its directors, officials, officers,
employees, agents, and volunteers. Any failure to comply with reporting or other provisions of
the policies including breaches of warranties shall not affect coverage provided to the City, its
officials, officers, employees, agents and volunteers, or any other additional insureds.
3.2.11.4 Separation of Insureds; No Special Limitations; Waiver of
Subrogation. All insurance required by this Section shall contain standard separation of
insureds provisions. In addition, such insurance shall not contain any special limitations on the
scope of protection afforded to the City, its directors, officials, officers, employees, agents, and
volunteers. All policies shall waive any right of subrogation of the insurer against the City, its
officials, officers, employees, agents, and volunteers, or any other additional insureds, or shall
specifically allow Contractor or others providing insurance evidence in compliance with these
specifications to waive their right of recovery prior to a loss. Contractor hereby waives its own
right of recovery against City, its officials, officers, employees, agents, and volunteers, or any
other additional insureds, and shall require similar written express waivers and insurance
clauses from each of its subcontractors.
3.2.11.5 Deductibles and Self-Insurance Retentions. Any deductibles or
self-insured retentions must be declared to and approved by the City. Contractor shall
guarantee that, at the option of the City, either: (1) the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects the City, its directors, officials, officers,
employees, agents, and volunteers; or (2) the Contractor shall procure a bond guaranteeing
payment of losses and related investigation costs, claims and administrative and defense
expenses.
3.2.11.6 Subcontractor Insurance Requirements. Contractor shall not
allow any subcontractors to commence work on any subcontract relating to the work under the
Agreement until they have provided evidence satisfactory to the City that they have secured all
insurance required under this Section. If requested by Contractor, the City may approve
different scopes or minimum limits of insurance for particular subcontractors. The Contractor
and the City shall be named as additional insureds on all subcontractors’ policies of Commercial
General Liability using ISO form 20 38, or coverage at least as broad.
3.2.11.7 Acceptability of Insurers. Insurance is to be placed with
insurers with a current A.M. Best’s rating no less than A:VIII, licensed to do business in
California, and satisfactory to the City.
3.2.11.8 Verification of Coverage. Contractor shall furnish City with
original certificates of insurance and endorsements effecting coverage required by this
Agreement on forms satisfactory to the City. The certificates and endorsements for each
insurance policy shall be signed by a person authorized by that insurer to bind coverage on its
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behalf, and shall be on forms provided by the City if requested. All certificates and
endorsements must be received and approved by the City before work commences. The City
reserves the right to require complete, certified copies of all required insurance policies, at any
time.
3.2.11.9 Reporting of Claims. Contractor shall report to the City, in
addition to Contractor’s insurer, any and all insurance claims submitted by Contractor in
connection with the Services under this Agreement.
3.2.12 Safety. Contractor shall execute and maintain its work so as to avoid
injury or damage to any person or property. In carrying out its Services, the Contractor shall at
all times be in compliance with all applicable local, state and federal laws, rules and regulations,
and shall exercise all necessary precautions for the safety of employees appropriate to the
nature of the work and the conditions under which the work is to be performed. Safety
precautions as applicable shall include, but shall not be limited to: (A) adequate life protection
and lifesaving equipment and procedures; (B) instructions in accident prevention for all
employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders,
bridges, gang planks, confined space procedures, trenching and shoring, equipment and other
safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent
accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all
safety measures.
3.2.13 Bonds.
[***NOTE (READ AND DELETE THIS BLOCK BEFORE USING
MODEL): Some maintenance projects of more than $25,000 will require payment bonds
by law. See generally Civil Code Section 9550 or speak to the City’s Purchasing Team or
City Attorney***]
3.2.13.1 Performance Bond. If required by law or otherwise specifically
requested by City in Exhibit “C” attached hereto and incorporated herein by reference,
Contractor shall execute and provide to City concurrently with this Agreement a Performance
Bond in the amount of the total, not-to-exceed compensation indicated in this Agreement, and in
a form provided or approved by the City. If such bond is required, no payment will be made to
Contractor until it has been received and approved by the City.
3.2.13.2 Payment Bond. If required by law or otherwise specifically
requested by City in Exhibit “C” attached hereto and incorporated herein by reference,
Contractor shall execute and provide to City concurrently with this Agreement a Payment Bond
in the amount of the total, not-to-exceed compensation indicated in this Agreement, and in a
form provided or approved by the City. If such bond is required, no payment will be made to
Contractor until it has been received and approved by the City.
3.2.13.3 Bond Provisions. Should, in City’s sole opinion, any bond
become insufficient or any surety be found to be unsatisfactory, Contractor shall renew or
replace the affected bond within 10 days of receiving notice from City. In the event the surety or
Contractor intends to reduce or cancel any required bond, at least thirty (30) days prior written
notice shall be given to the City, and Contractor shall post acceptable replacement bonds at
least ten (10) days prior to expiration of the original bonds. No further payments shall be
deemed due or will be made under this Agreement until any replacement bonds required by this
Section are accepted by the City. To the extent, if any, that the total compensation is increased
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in accordance with the Agreement, the Contractor shall, upon request of the City, cause the
amount of the bonds to be increased accordingly and shall promptly deliver satisfactory
evidence of such increase to the City. To the extent available, the bonds shall further provide
that no change or alteration of the Agreement (including, without limitation, an increase in the
total compensation, as referred to above), extensions of time, or modifications of the time,
terms, or conditions of payment to the Contractor, will release the surety. If the Contractor fails
to furnish any required bond, the City may terminate this Agreement for cause.
3.2.13.4 Surety Qualifications. Only bonds executed by an admitted
surety insurer, as defined in Code of Civil Procedure Section 995.120, shall be accepted. The
surety must be a California-admitted surety with a current A.M. Best’s rating no less than A:VIII
and satisfactory to the City. If a California-admitted surety insurer issuing bonds does not meet
these requirements, the insurer will be considered qualified if it is in conformance with
Section 995.660 of the California Code of Civil Procedure, and proof of such is provided to the
City.
3.2.14 Accounting Records. Contractor shall maintain complete and accurate
records with respect to all costs and expenses incurred under this Agreement. All such records
shall be clearly identifiable. Contractor shall allow a representative of City during normal
business hours to examine, audit, and make transcripts or copies of such records and any other
documents created pursuant to this Agreement. Contractor shall allow inspection of all work,
data, documents, proceedings, and activities related to the Agreement for a period of three (3)
years from the date of final payment under this Agreement.
3.2.15 Work Site.
3.2.15.1 Inspection Of Site. Contractor shall visit sites where Services
are to be performed and shall become acquainted with all conditions affecting the Services prior
to commencing the Services. Contractor shall make such examinations as it deems necessary
to determine the condition of the work sites, its accessibility to materials, workmen and
equipment, and to determine Contractor’s ability to protect existing surface and subsurface
improvements. No claim for allowances–time or money–will be allowed as to such matters after
commencement of the Services.
3.2.15.2 Field Measurements. Contractor shall make field
measurements, verify field conditions and shall carefully compare such field measurements and
conditions and other information known to Contractor with the Contract Documents, including
any plans, specifications, or scope of work before commencing Services. Errors, inconsistencies
or omissions discovered shall be reported to the City immediately and prior to performing any
Services or altering the condition.
3.2.16 Loss and Damage. Contractor shall be responsible for all loss and
damage which may arise out of the nature of the Services agreed to herein, or from the action of
the elements, or from any unforeseen difficulties which may arise or be encountered in the
prosecution of the Services until the same is fully completed and accepted by City.
3.2.17 Warranty. Contractor warrants all Services under the Contract (which for
purposes of this Section shall be deemed to include unauthorized work which has not been
removed and any non-conforming materials incorporated into the work) to be of good quality
and free from any defective or faulty material and workmanship. Contractor agrees that for a
period of one year (or the period of time specified elsewhere in the Contract or in any guarantee
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or warranty provided by any manufacturer or supplier of equipment or materials incorporated
into the work, whichever is later) after the date of final acceptance, Contractor shall within ten
(10) days after being notified in writing by the City of any defect in the Services or
non-conformance of the Services to the Contract, commence and prosecute with due diligence
all Services necessary to fulfill the terms of the warranty at its sole cost and expense.
Contractor shall act sooner as requested by the City in response to an emergency. In addition,
Contractor shall, at its sole cost and expense, repair and replace any portions of the work (or
work of other contractors) damaged by its defective Services or which becomes damaged in the
course of repairing or replacing defective work. For any work so corrected, Contractor’s
obligation hereunder to correct defective work shall be reinstated for an additional one year
period, commencing with the date of acceptance of such corrected work. Contractor shall
perform such tests as the City may require to verify that any corrective actions, including,
without limitation, redesign, repairs, and replacements comply with the requirements of the
Contract. All costs associated with such corrective actions and testing, including the removal,
replacement, and reinstitution of equipment and materials necessary to gain access, shall be
the sole responsibility of the Contractor. All warranties and guarantees of subcontractors,
suppliers and manufacturers with respect to any portion of the work, whether express or implied,
are deemed to be obtained by Contractor for the benefit of the City, regardless of whether or not
such warranties and guarantees have been transferred or assigned to the City by separate
agreement and Contractor agrees to enforce such warranties and guarantees, if necessary, on
behalf of the City. In the event that Contractor fails to perform its obligations under this Section,
or under any other warranty or guaranty under this Contract, to the reasonable satisfaction of
the City, the City shall have the right to correct and replace any defective or non-conforming
work and any work damaged by such work or the replacement or correction thereof at
Contractor's sole expense. Contractor shall be obligated to fully reimburse the City for any
expenses incurred hereunder upon demand.
3.3 Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement at the rates set forth
in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation
shall not exceed [***INSERT WRITTEN DOLLAR AMOUNT***] ($[***INSERT NUMERICAL
DOLLAR AMOUNT***]) without written approval of City’s [***INSERT TITLE***]. Extra Work
may be authorized, as described below, and if authorized, will be compensated at the rates and
manner set forth in this Agreement.
3.3.2 Payment of Compensation. Contractor shall submit to City a monthly
itemized statement which indicates work completed and hours of Services rendered by
Contractor. The statement shall describe the amount of Services and supplies provided since
the initial commencement date, or since the start of the subsequent billing periods, as
appropriate, through the date of the statement. City shall, within 45 days of receiving such
statement, review the statement and pay all approved charges thereon.
3.3.3 Deductions. City may deduct or withhold, as applicable, from each
progress payment an amount necessary to protect City from loss because of: (1) stop payment
notices as allowed by state law; (2) unsatisfactory prosecution of the Services by Contractor;
(3) sums representing expenses, losses, or damages as determined by the City, incurred by the
City for which Contractor is liable under the Agreement; and (4) any other sums which the City
is entitled to recover from Contractor under the terms of the Agreement or pursuant to state law,
including Section 1727 of the California Labor Code. The failure by the City to deduct any of
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these sums from a progress payment shall not constitute a waiver of the City's right to such
sums.
3.3.4 Reimbursement for Expenses. Contractor shall not be reimbursed for any
expenses unless authorized in writing by City.
3.3.5 Extra Work. At any time during the term of this Agreement, City may
request that Contractor perform Extra Work. As used herein, “Extra Work” means any work
which is determined by City to be necessary for the proper completion of the Project, but which
the parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Contractor shall not perform, nor be compensated for, Extra Work without written authorization
from City’s Representative.
3.3.6 Prevailing Wages. Contractor is aware of the requirements of California
Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations,
Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of
prevailing wage rates and the performance of other requirements on certain “public works” and
“maintenance” projects. If the Services are being performed as part of an applicable “public
works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total
compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage
Laws. City shall provide Contractor with a copy of the prevailing rates of per diem wages in
effect at the commencement of this Contract. Contractor shall make copies of the prevailing
rates of per diem wages for each craft, classification or type of worker needed to execute the
Services available to interested parties upon request, and shall post copies at Contractor’s
principal place of business and at the project site. Contractor shall defend, indemnify and hold
the City, its officials, officers, employees and agents free and harmless from any claims,
liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with
the Prevailing Wage Laws. It shall be mandatory upon the Contractor and all subcontractors to
comply with all California Labor Code provisions, which include but are not limited to prevailing
wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code
Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of
labor (Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors
(Labor Code Section 1777.1). The requirement to submit certified payroll records directly to the
Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a
public works project that is exempt pursuant to the small project exemption specified in Labor
Code Section 1771.4.
3.3.7 Registration/DIR Compliance. If the Services are being performed as part
of an applicable “public works” or “maintenance” project, and if the total compensation is
$15,000 or more, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Contractor and
all subcontractors performing such Services must be registered with the Department of
Industrial Relations. Contractor shall maintain registration for the duration of the Project and
require the same of any subcontractors, as applicable. This Project may also be subject to
compliance monitoring and enforcement by the Department of Industrial Relations. It shall be
Contractor’s sole responsibility to comply with all applicable registration and labor compliance
requirements. Notwithstanding the foregoing, the contractor registration requirements
mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a
public works project that is exempt pursuant to the small project exemption specified in Labor
Code Sections 1725.5 and 1771.1. Any stop orders issued by the Department of Industrial
Relations against Contractor or any subcontractor that affect Contractor’s performance of
Services, including any delay, shall be Contractor’s sole responsibility. Any delay arising out of
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or resulting from such stop orders shall be considered Contractor caused delay and shall not be
compensable by the City. Contractor shall defend, indemnify and hold the City, its officials,
officers, employees and agents free and harmless from any claim or liability arising out of stop
orders issued by the Department of Industrial Relations against Contractor or any subcontractor.
3.4 Termination of Agreement.
3.4.1 Grounds for Termination. City may, by written notice to Contractor,
terminate the whole or any part of this Agreement at any time and without cause by giving
written notice to Contractor of such termination, and specifying the effective date thereof, at
least seven (7) days before the effective date of such termination. Upon termination, Contractor
shall be compensated only for those services which have been adequately rendered to City, and
Contractor shall be entitled to no further compensation. Contractor may not terminate this
Agreement except for cause.
3.4.2 Effect of Termination. If this Agreement is terminated as provided herein,
City may require Contractor to provide all finished or unfinished Documents and Data and other
information of any kind prepared by Contractor in connection with the performance of Services
under this Agreement. Contractor shall be required to provide such document and other
information within fifteen (15) days of the request.
3.4.3 Additional Services. In the event this Agreement is terminated in whole or
in part as provided herein, City may procure, upon such terms and in such manner as it may
determine appropriate, services similar to those terminated.
3.5 General Provisions.
3.5.1 Delivery of Notices. All notices permitted or required under this
Agreement shall be given to the respective parties at the following address, or at such other
address as the respective parties may provide in writing for this purpose:
Contractor:
[***INSERT NAME, ADDRESS & CONTACT PERSON***]
City:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: [***INSERT NAME & DEPARTMENT***]
With Copy To:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Attorney
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed
to the party at its applicable address. Actual notice shall be deemed adequate notice on the
date actual notice occurred, regardless of the method of service.
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3.5.2 Indemnification.
3.5.2.1 Scope of Indemnity. To the fullest extent permitted by law,
Contractor shall defend, indemnify and hold the City, its officials, employees, agents and
volunteers free and harmless from any and all claims, demands, causes of action, suits, actions,
proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage
or injury of any kind, in law or equity, regardless of whether the allegations are false, fraudulent,
or groundless, to property or persons, including wrongful death, (collectively, “Claims”) in any
manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful
misconduct of Contractor, its officials, officers, employees, subcontractors, consultants or
agents in connection with the performance of the Contractor’s Services, the Project or this
Agreement, including without limitation the payment of all expert witness fees, attorneys’ fees
and other related costs and expenses. Notwithstanding the foregoing, to the extent required by
Civil Code section 2782, Contractor’s indemnity obligation shall not apply to liability for damages
for death or bodily injury to persons, injury to property, or any other loss, damage or expense
which is caused by the the sole or active negligence or willful misconduct of the City or the
City’s agents, servants, or independent contractors who are directly responsible to the City.
3.5.2.2 Additional Indemnity Obligations. Contractor shall defend, with
counsel of City’s choosing and at Contractor’s own cost, expense and risk, any and all Claims
covered by this indemnification section that may be brought or instituted against City or its
officials, employees, agents and volunteers. In addition, Contractor shall pay and satisfy any
judgment, award or decree that may be rendered against City or its officials, employees, agents
and volunteers as part of any such claim, suit, action or other proceeding. Contractor shall also
reimburse City for the cost of any settlement paid by City or its officials, employees, agents and
volunteers as part of any such claim, suit, action or other proceeding. Such reimbursement
shall include payment for City’s attorney’s fees and costs, including expert witness fees.
Contractor shall reimburse City and its officials, employees, agents and volunteers, for any and
all legal expenses and costs incurred by each of them in connection therewith or in enforcing
the indemnity herein provided. Contractor’s obligation to indemnify shall survive expiration or
termination of this Agreement, and shall not be restricted to insurance proceeds, if any, received
by the City, its officials, employees, agents and volunteers.
3.5.3 Governing Law; Government Code Claim Compliance. This Agreement
shall be governed by the laws of the State of California. Venue shall be in San Bernardino
County, California. In addition to any and all contract requirements pertaining to notices of and
requests for compensation or payment for extra work, disputed work, claims and/or changed
conditions, Contractor must comply with the claim procedures set forth in Government Code
sections 900 et seq. prior to filing any lawsuit against the City. Such Government Code claims
and any subsequent lawsuit based upon the Government Code claims shall be limited to those
matters that remain unresolved after all procedures pertaining to extra work, disputed work,
claims, and/or changed conditions have been followed by Contractor. If no such Government
Code claim is submitted, or if any prerequisite contractual requirements are not otherwise
satisfied as specified herein, Contractor shall be barred from bringing and maintaining a valid
lawsuit against the City.
3.5.4 Time of Essence. Time is of the essence for each and every provision of
this Agreement.
3.5.5 City’s Right to Employ Other Contractors. City reserves right to employ
other contractors in connection with this Project.
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3.5.6 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties.
3.5.7 Assignment or Transfer. Contractor shall not assign, hypothecate or
transfer, either directly or by operation of law, this Agreement or any interest herein without the
prior written consent of the City. Any attempt to do so shall be null and void, and any
assignees, hypothecates or transferees shall acquire no right or interest by reason of such
attempted assignment, hypothecation or transfer.
3.5.8 Construction; References; Captions. Since the Parties or their agents
have participated fully in the preparation of this Agreement, the language of this Agreement
shall be construed simply, according to its fair meaning, and not strictly for or against any Party.
Any term referencing time, days or period for performance shall be deemed calendar days and
not work days. All references to Contractor include all personnel, employees, agents, and
subcontractors of Contractor, except as otherwise specified in this Agreement. All references to
City include its officials, officers, employees, agents, and volunteers except as otherwise
specified in this Agreement. The captions of the various articles and paragraphs are for
convenience and ease of reference only, and do not define, limit, augment, or describe the
scope, content or intent of this Agreement.
3.5.9 Amendment; Modification. No supplement, modification or amendment of
this Agreement shall be binding unless executed in writing and signed by both Parties.
3.5.10 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel or otherwise.
3.5.11 No Third Party Beneficiaries. Except to the extent expressly provided for
in Section 3.5.7, there are no intended third party beneficiaries of any right or obligation
assumed by the Parties.
3.5.12 Invalidity; Severability. If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions shall continue in full force and effect.
3.5.13 Prohibited Interests. Contractor maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working solely
for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not
paid nor has it agreed to pay any company or person, other than a bona fide employee working
solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other
consideration contingent upon or resulting from the award or making of this Agreement.
Contractor further agrees to file, or shall cause its employees or subcontractors to file, a
Statement of Economic Interest with the City’s Filing Officer as required under state law in the
performance of the Services. For breach or violation of this warranty, City shall have the right to
rescind this Agreement without liability. For the term of this Agreement, no member, officer or
employee of City, during the term of his or her service with City, shall have any direct interest in
this Agreement, or obtain any present or anticipated material benefit arising therefrom.
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3.5.14 Cooperation; Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be
necessary, appropriate or convenient to attain the purposes of this Agreement.
3.5.15 Authority to Enter Agreement. Contractor has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement. Each
Party warrants that the individuals who have signed this Agreement have the legal power, right,
and authority to make this Agreement and bind each respective Party.
3.5.16 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
3.5.17 Entire Agreement. This Agreement contains the entire Agreement of the
parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed by
both parties.
3.5.18 Electronic Signature. Each Party acknowledges and agrees that this
Agreement may be executed by electronic or digital signature, which shall be considered as an
original signature for all purposes and shall have the same force and effect as an original
signature.
3.5.19 Federal Provisions.[***INCLUDE THIS SECTION ONLY IF
APPLICABLE; DELETE OTHERWISE AND DELETE ASSOCIATED EXHIBIT. IF
APPLICABLE, YOU MAY ALSO NEED TO INCLUDE SOME INFORMATION IN THE RFP.
CONSULT AGENCY COUNSEL IF NECESSARY***]When funding for the Services is provided,
in whole or in part, by an agency of the federal government, Contractor shall also fully and
adequately comply with the provisions included in Exhibit “D” (Federal Requirements) attached
hereto and incorporated herein by reference (“Federal Requirements”). With respect to any
conflict between such Federal Requirements and the terms of this Agreement and/or the
provisions of state law, the more stringent requirement shall control.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR MAINTENANCE SERVICES AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO
AND [***INSERT NAME***]
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the
date first written above.
CITY OF SAN BERNARDINO
APPROVED BY:
[***INSERT NAME***],
[***INSERT TITLE***]
ATTESTED BY:
[***INSERT NAME***],
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
[***INSERT NAME OF
CONTRACTOR***]
[IF CORPORATION, TWO SIGNATURES,
PRESIDENT OR VICE PRESIDENT AND
SECRETARY OR TREASURER
REQUIRED]
By: SAMPLE AGREEMENT-DO NOT FILL
OUT
Its:
Printed Name:
[DELETE THE FOLLOWING SIGNATURE
LINE IF NOT REQUIRED]
By:
Its:
Printed Name:
____________________________________
Contractor’s License Number
____________________________________
DIR Registration Number
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EXHIBIT A
EXHIBIT A
SCOPE OF SERVICES
[***INSERT SCOPE***]
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EXHIBIT B
EXHIBIT B
SCHEDULE OF SERVICES
[***INSERT SCHEDULE***]
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EXHIBIT C
EXHIBIT C
COMPENSATION
[***INSERT RATES & AUTHORIZED REIMBURSABLE EXPENSES***]
[***SEE SECTION 3.2.13 ABOVE AND IF APPLICABLE, INSERT
PERFORMANCE/PAYMENT BONDS ON THE NEXT PAGE; IF NOT REQUIRED, STATE
THAT THEY ARE NOT REQUIRED***]
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EXHIBIT C
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[***INCLUDE THIS EXHIBIT (AND CORRESPONDING AGREEMENT PROVISION) ONLY IF APPLICABLE;
DELETE OTHERWISE. IF APPLICABLE, YOU MAY ALSO NEED TO INCLUDE SOME INFORMATION IN
THE RFP. CONSULT THE CITY ATTORNEY IF NECESSARY***]
EXHIBIT D
FEDERAL REQUIREMENTS
[***INSERT ALL FORMS, PROVISIONS AND OTHER REQUIREMENTS OF THE FEDERAL FUNDING
SOURCE***]
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REQUEST FOR VENDOR QUOTES
Project No. [***INSERT REFERENCE NO.***]
ASPHALT MAINTENCE AND REPAIR
ATTACHMENT “C”
VENDOR QUOTE FORM
VENDOR NAME:
ADDRESS:
PHONE:
The undersigned, hereby declare that they have carefully examined the location of the proposed work,
familiarized themselves with the local conditions affecting the cost of the work, and have read and examined
the terms and conditions for the following Project:
ASPHALT MAINTENANCE AND REPAIR
The undersigned, hereby propose to furnish all labor, materials, equipment, tools, transportation, and services,
and to discharge all duties and obligations necessary and required to perform and complete the Project in strict
accordance with the Vendor Price Quote for the ELECTRONICALLY SUBMITTED TOTAL VENDOR QUOTE
PRICE.
Description Unit Estimated Qty. Unit Cost Total Cost
Asphalt Skin Patching –
1” Machine Overlay
•1 to 1,500 square feet SF 1,500
•1,501 to 2,500 square feet SF 2,500
•2,501 to 4,000 square feet SF 4,000
•4,001 to 10,000 square feet SF 10,000
Slurry Seal Single Coat
•1 to 100 square feet SF 400
•101 to 500 square feet SF 1,500
•501 to 1,000 square feet SF 4,000
•1,001 to 5,000 square feet SF 10,000
Slurry Seal Double Coat
•1 to 100 square feet SF 400
•101 to 500 square feet SF 1,000
•501 to 1,000 square feet SF 1,000
•1,001 to 5,000 square feet SF 5,000
Remove Temporary Asphalt and
Replace with 3” Permanent
Asphalt
•1 to 100 square feet SF 400
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REQUEST FOR VENDOR QUOTES
Project No. [***INSERT REFERENCE NO.***]
ASPHALT MAINTENCE AND REPAIR
•101 to 500 square feet SF 1,000
•501 to 1,000 square feet SF 3,000
•1,001 to 5,000 square feet SF 5,000
10” Asphalt Berm (lineal feet) LF 120
Rubberized Crack Filling LF 1,500
Total Number of Additional Pages:
I hereby declare under penalty of perjury that the foregoing is true and correct.
Submitted By: Title:
(Authorized Representative Signature)
Print Name:
Contractor’s License Number and Classification:
DIR Registration Number (if applicable): ____________________________
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Attachment 5
Fact Sheet on the Types of Asphalt Surface Damage and Suggested Repairs
Because of its durability, asphalt remains the most common type of road surfacing material used for
streets, roads, and parking lots in the United States. Unfortunately, asphalt is not foolproof and will
sustain damage over time. This damage is most represented in the form of potholes. Potholes,
however, are not the only type of surface damage on asphalt streets and the suggested repairs will vary
depending on the desired outcome and desired timespan.
The below table describes the type of asphalt surface damage and suggested methods of repair
(whether temporary or longer term).
Type Description and Suggested Method of Repair
Asphalt Cracks Most common type of pavement damage. Vary in size but most are
thin and may run deep into the surface of the asphalt pavement.
These are typically resolved with a process called crack-sealing. If
left unrepaired, it may lead to large potholes or full street
deterioration which would require street resurfacing.
Potholes The most commonly-reported asphalt damage by residents and
motorists, potholes occur when cracks grow large enough to allow
water to seep into the asphalt and break it apart. This results in
large or small holes in the surface (sometimes, deep into the
sublayers of the street). Potholes are generally repaired with
asphalt mix (hot or cold) depending on size and depth. Pothole
repairs are always temporary and will usually return if the
pavement is not resurfaced. Rains will generally cause potholes to
reappear (especially once the weather warms up).
Alligatoring Alligatoring is typically the result of the expansion or contraction of
asphalt due to weather/temperature changes. As its names
implies, the surface of the street will resemble the scales of an
alligator. If left untreated, it can result in large segments of asphalt
deterioration. Resurfacing or hot mix-segment repairs are
effective options although completely rehabilitating the street
section is best.
Ruts Ruts are best described as deep depressions (dips or mounds) in
the middle of the pavement or near the edges. They are typically
caused by heavy loads and/or excessive traffic volume. Most ruts
are found near industrial areas where large trucks are common or
at bus stop intersections. Ruts may be repaired with grinding and
resurfacing treatments but are best resolved with a full
rehabilitation of the street segment.
Raveling Raveling occurs when asphalt particles flake off the surface of the
asphalt pavement. Once the top layer wears off and the underlying
aggregate is exposed, decreased traction will become common and
further deterioration of the surface will occur. Raveling may be
repaired with a resurfacing treatment but it is important that it be
caught early on. Hot mix segment repairs may be a good option.
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Images of Type of Asphalt Damages
Asphalt Cracks
Alligatoring
Traditional Pothole
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Ruts
Raveling
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, City Manager;
Barbara Whitehorn, Agency Director of Administrative Services
Department:Finance
Subject:Approval of Commercial and Payroll Disbursements
(All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California approve the commercial and payroll disbursements for October to December
2022.
Background
Completed commercial and payroll disbursement registers are submitted to the
Mayor and City Council for approval. This happens on a regular basis, typically every
meeting for the most recently completed disbursement registers.
The detailed warrant registers are available on the City Website and are updated
weekly by the Finance Department. The registers may be accessed by copying the
following link into an internet browser:
https://sbcity.org/city_hall/finance/warrant_register
Discussion
Gross Payroll
Bi-Weekly for November 23, 2022 $2,598,852.51
Bi-Weekly for December 8, 2022 $3,011,321.54
Bi-Weekly for December 22, 2022 $2,713,941.28
Monthly for October 15, 2022 $11,666.69
Monthly for November 15, 2022 $11,666.69
Monthly for D ecember 15, 2022 $11,666.69
Total Payroll Demands: $8,359,115.40
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2021-2025 Strategic Targets and Goals
Approval of the noted check and EFT registers for commercial and payroll
disbursements align with Key Target No. 1: Improved Operational & Financial Capacity
by creating a framework for spending decisions.
Fiscal Impact
Amounts noted in the disbursement registers have no further fiscal impact. Amounts
were paid consistent with existing budget authorization and no further budgetary
impact is required.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino
approve the commercial and payroll disbursements for October to December 2022.
Attachments
Attachment 1 Payroll Summary Report for October-December 2022
Attachment 2 Commercial checks & Payroll Register #22
Attachment 3 Commercial checks & Payroll Register #23
Attachment 4 Commercial checks & Payroll Register #24
Attachment 5 Commercial checks & Payroll Register #25
Attachment 6 Commercial checks & Payroll Register #26
Attachment 7 Commercial checks & Payroll Register #27
Attachment 8 Commercial checks & Payroll Register #28
Attachment 9 Commercial EFT Registers #1373
Attachment 10 Commercial EFT Registers #1374-1380
Attachment 11 Commercial EFT Registers #1381-1388
Attachment 12 Commercial EFT Registers #1389
Attachment 13 Commercial EFT Registers #1390-1391
The following check registers are being presented for approval:
November 17, 2022 2022/23 (Regi ster #22)$1,685,269.96
November 21, 2022 2022/23 (Regi ster #23)$547,468.88
D ecember 1, 2022 2022/23 (Regi ster #24)$1,750,948.69
D ecember 1, 2022 2022/23 (Regi ster #25)$26,500.00
D ecember 5, 2022 2022/23 (Regi ster #26)$1,608.00
D ecember 8, 2022 2022/23 (Regi ster #27)$6,277,677.63
D ecember 15, 2022 2022/23 (Regi ster #28)$3,423,848.24
Total commercial check demands:$13,713,321.40
The following Electroni c Funds Transfer (EFT) regi sters presented for approval:
October 12, 2022 2022/23 (Regi ster #1373)$1,700.00
October 12 to October 18, 2022 2022/23 (Regi ster #1374-1380) $ 1,212,055.99
October 26 to November 17, 2022 2022/23 (Regi ster #1381-1388) $ 2,377,526.98
October 26, 2022 2022/23 (Regi ster #1389) $ 2,357,817.85
November 23 to November 30, 2022 2022/23 (Regi ster #1390-1391) $ 553,413.06
Total commercial EFT demands:$6,502,513.88
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Ward:
All Wards
Synopsis of Previous Council Actions:
N/A
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, City Manager;
Barbara Whitehorn, Agency Director of Administrative Services
Department:Finance
Subject:Adopt Ordinance No. MC-1605 amending Section 3.04
of the Municipal Code. (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California Adopt Ordinance No. MC-1605 amending Section 3.04 of the Municipal
Code of the City of San Bernardino, California.
Background
Over the last two years, the Finance Department has been working to build a robust,
responsive Purchasing Division. During the bankruptcy, purchasing personnel in
Finance was cut to one Assistant Buyer who was tasked with coordinating procurement
for the entire City. Out of necessity, the majority of procurement functions were
decentralized, and departments completed most of their own procurement, from small
purchases of supplies to major requests for proposals for capital projects, with limited
assistance from Finance. While this worked when there was little funding available, the
City has reached financial stability and is now able to invest in ongoing service and
capital projects; having a centralized purchasing model backed by well-defined Policy
and Municipal Code is of paramount importance.
In August, 2022 Council requested that the purchasing thresholds of the City Manager
and Purchasing Division Manager be added to a future Council meeting agenda,
requesting an increase to the City Manager contracting authority and other changes.
To provide the foundation for good governance, the Municipal Code governing
purchasing was rewritten and simplified. A Purchasing Policy (Attachment 3) was
developed in alignment with the Municipal Code that supports operations and ensures
appropriate internal controls are in place. This Policy was adopted by the City Council
at the Regular Meeting on January 18, 2023.
Discussion
Council requested two changes to the proposed Municipal Code and Purchasing
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Policy.
December 7, 2022 Adoption and Change.
Mayor and City Council moved to adopt the new Municipal Code and Purchasing Policy
with the substantive changes on December 7, 2022. The only change requested was
to add a reporting requirement such that all contracts over the $40,000 threshold
signed by Directors, Agency Directors, the City Manager and/or their designees be
reported to the Mayor and City Council during the City Manager update at each regular
City Council meeting.
The specific language added to both the Municipal Code and the Purchasing Policy for
all contracts over $40,000 reads as follows:
“Reporting. All contracts in this category signed by the City Manager, Agency
Directors, Directors and/or their designees shall be reported (in list form) to the
Mayor and City Council at each Regular City Council meeting during the City
Manager Update.”
This language was added for the January 18, 2023 Regular City Council Meeting.
January 18, 2023 Adoption and Change.
Mayor and City Council moved to adopt the Municipal Code with the above change
and one additional change, which was read into the record and is attached in the
Ordinance (Attachment 1), the redline of the Municipal Code (Attachment 2, page 3)
and has additionally been added to the Purchasing Policy (Attachment 3, page 6). The
change is to the following:
3.04.040 Approval Authority
The authority to purchase supplies, materials, equipment, and contracted
services is dependent upon the total dollar amount of the goods or services to
be purchased and the type of purchase. Purchasing authority are based on the
following amounts:
B. Purchases between $50,001 and $100,000
Purchases in this category may only be authorized by the City Manager or their
designee.
Council changed Subsection B. to read as follows:
B. Purchases between $50,001 and $100,000
"Purchases in this category may only be authorized by the City Manager or the
Assistant City Manager with prior written authorization from the City Manager
in the City Manager’s absence.”
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2021-2025 Strategic Targets and Goals
The changes to the Municipal Code and the adoption of the Purchasing Policy align
with Key Strategic Goals 1.a. Establish clear policy direction and predictable
organizational structures, and 1.d. Create a framework for spending decisions.
Fiscal Impact
There is no fiscal impact to the City in adopting the new Purchasing Policy and in
introducing the Ordinance amending the Municipal Code.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California Adopt Ordinance No. MC-1605 amending Section 3.04 of the Municipal
Code of the City of San Bernardino, California.
Attachments
Attachment 1 – Ordinance No. MC-1605
Attachment 2 – Redline of Municipal Code with 1.18.2023 change highlighted
Attachment 3 – Purchasing Policy with 1.18.2023 change redline
Ward:
All Wards
Synopsis of Previous Council Actions:
January 18, 2023 Mayor and City Council moved to adopt the new Purchasing
Policy and Introduce Ordinance No. MC-1605 amending
Section 3.04 of the Municipal Code, reading one change into
the record. (All Wards)
December 7, 2022 Mayor and City Council moved to Adopt the new Purchasing
Policy and Introduce Ordinance No. MC-1605 amending
Section 3.04 of the Municipal Code with one change. (All
Wards)
August 3, 2022 Mayor and City Council requested that am item be added to a
future meeting to give the Chief Procurement Officer a dollar
authorization of $50,000 and increase City Manager’s signing
authority to $100,000 (All Wards) – Council Member Alexander
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Ordinance No. MC-1605
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ORDINANCE NO. MC-1605
AN ORDINANCE OF THE MAYOR AND CITY COUNCIL
OF THE CITY OF SAN BERNARDINO, CALIFORNIA,
AMENDING CHAPTER 3.04 OF THE CITY OF SAN
BERNARDINO MUNICIPAL CODE RELATING TO
PURCHASING
WHEREAS, the City San Bernardino, California (“City”) is a chartered city and municipal
corporation, duly organized under the California Constitution and laws of the State of California;
and
WHEREAS, the City is dedicated to operating efficiently, effectively and streamlining
operations where possible; and
WHEREAS, the City’s current purchasing system is outlined in Chapter 3.04 of the City
of San Bernardino Municipal Code; and
WHEREAS, the City’s Purchasing Division has conducted a review of the City’s
purchasing system and has identified areas of improvement; and
WHEREAS, one such improvement is to streamline the current purchasing system by also
establishing a formal purchasing policy; and
WHEREAS, the implementation of a purchasing policy will allow the City to quickly
update certain aspects of the purchasing system in order to address issues; and
WHEREAS, as part of this purchasing system overhaul includes an increase in spending
authority for the City Manager, allowing the City Manager to enter into agreements up to a value
of $100,000; and
WHEREAS, this increased flexibility will allow the City to more quickly respond to needs
and increase the level of services provided.
THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO DO
ORDAIN AS FOLLOWS:
SECTION 1.Incorporation of Recitals. The above recitals are true and correct and are
incorporated herein by this reference.
SECTION 2.Amendment of Chapter 3.04. Chapter 3.04 of Title 3 of the San Bernardino
Municipal Code is hereby amended in its entirety to read as follows:
“Chapter 3.04
PURCHASING SYSTEM
Sections:
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Ordinance No. MC-1605
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3.04.010 Adoption of Purchasing System
3.04.020 Purchasing Division
3.04.030 Bidding Requirements
3.04.040 Approval Authority
3.04.050 Purchase Orders and Procurement Cards
3.04.060 Encumbrance of Funds
3.04.070 Emergency Purchases
3.04.080 Surplus Supplies and Equipment
3.04.090 Penalty for Split Purchases
3.04.100 Local Bidders
3.04.110 Reserved
3.04.120 Reserved
3.04.130 Reserved
3.04.140 Reserved
3.04.010 Adoption of Purchasing System
A. Establishment. In order to establish efficient procedures for the purchase of supplies,
materials and equipment, and contracted services, to secure for all departments or agencies of the
City, supplies, materials, equipment, and services at the lowest possible cost commensurate with
the quality needed, to exercise positive financial control over purchases, to clearly define
authority for the purchasing functions and to assure that quality of purchases, a centralized
purchasing system is adopted. Except as specified herein, there shall be no exemption from
centralized purchasing and no Agency or Department shall be authorized to purchase, or contract
for the purchase of supplies, services or equipment independently of the Purchasing Division.
The Municipal Water Department and the San Bernardino Public Library shall not be subject to
this centralized purchasing system; however, the Board of Water Commissioners and the Board
of the San Bernardino Public Library shall employ procedures substantially in compliance with
the provisions of this Chapter as such may be applicable.
B. Purchasing Policy. All purchases of goods, supplies, equipment, and services shall be
made in accordance with the formal Purchasing Policy in effect at the time of the purchase. The
Purchasing Policy shall be developed by staff and adopted by the Mayor and City Council. The
Purchasing Policy may be changed from time to time by City Council Resolution in order to
remain in compliance with necessary law and to address the evolving procurement needs of the
City.
C. Vendor Lists. The City may utilize the processes of this Chapter and Purchasing Policy
to procure vendors who will be eligible or preferred to provide goods or services to the City on
an as-needed basis.
D. Exemptions. This Chapter shall not apply to the following:
1. Purchases from, or sales to a government or governmental agency, or through any
advantageous governmental contract approved by the Council, or to the purchase of election
supplies, or to purchases and/or services or service contracts relating to litigation or prosecution
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or investigations thereof, or to purchases and/or services or service contracts relating to fire and
police investigations, or to the purchases and/or services or service contracts relating to board up
or demolition of buildings or structures.
2. Purchases from a vendor or manufacturer which, through the City's bidding
procedure, or other government or governmental agency's bidding procedure, has established a
price at which such a vendor or manufacturer is willing to sell to the City. During such a bid
procedure more than one responsive bid must have been received.
3. Purchases approved by the Mayor and City Council.
4. Purchases of less than ten thousand dollars ($10,000).
5. Public Works Projects. Procurement procedures for Public Works Projects are
defined in Chapters 12.20, 12.21 and 12.24 of the San Bernadino Municipal Code.
6. Sole Source Procurements as more defined in the Purchasing Policy.
7. Emergency Procurements as more defined in Section 3.04.070 of the Municipal
Code and the Purchasing Policy.
8. Federal/Grant-Funded Procurement to the extent that this Chapter and Purchasing
Policy is inconsistent any federal, grant or other funding source requirement for a particular
purchase. In that event, the federal, grant or other funding source procurement requirements
shall control.
9. Inadequate Competition as more defined in the Purchasing Policy.
3.04.020 Purchasing Division
Unless otherwise exempted under this Chapter, the purchase and sale of all supplies, materials,
equipment, and services shall be the responsibility of the Purchasing Division. The Purchasing
Division is part of the Finance Department, which is responsible for carrying out written
administrative procedures adopted by the City Council related to procurement. The Purchasing
Division Manager is responsible for the Purchasing Policy, and will develop, advise, review,
audit and ensure compliance throughout the purchasing process as the City’s subject matter
expert.
3.04.030 Bidding Requirements
The procurement process used to purchase supplies, material, equipment, and contracted services
is dependent upon the total dollar amount of the goods or services to be purchased and the type
of purchase.
A. Purchases up to $10,000
Purchases up to $10,000 may be purchased using a Purchasing Card or through a check request
with no requirement for formal bids or quotes.
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Ordinance No. MC-1605
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B. Purchases between $10,001 and $40,000
Purchases between $10,001 and $40,000 are processed informally, through vendor quotations
and may be processed directly by the department making the purchase. The informal bidding
process is more particularly described in the Purchasing Policy.
C. Purchases above $40,000
Purchases in this category are subject to formal competitive bidding or competitive selection
depending on the type of purchase. The formal competitive bidding process is more particularly
described in the Purchasing Policy.
1. Reporting. All contracts in this category signed by the City Manager, Agency
Directors, Directors and/or their designees shall be reported (in list form) to the
Mayor and City Council at each Regular City Council meeting during the City
Manager Update.
3.04.040 Approval Authority
The authority to purchase supplies, material, equipment, and contracted services is dependent
upon the total dollar amount of the goods or services to be purchased and the type of purchase.
Purchasing authority are based on the following amounts:
A. Purchases up to $50,000
Purchases in this category may be authorized by the Agency/Department Directors and/or the
City Manager.
B. Purchases between $50,001 and $100,000
Purchases in this category may only be authorized by the City Manager or the Assistant City
Manager with prior written authorization from the City Manager in the City Manager’s
absence.their designee.
C. Purchases over $100,000
Purchases in this category may only be authorized by the Mayor and City Council.
3.04.050 Purchase Orders and Procurement Cards
Purchase of supplies, materials, and equipment shall be made only by purchase order or
procurement card, whichever is appropriate.
3.04.060 Encumbrance of Funds
The Purchasing Division shall not issue any purchase order for supplies, materials or equipment
unless there exists an unencumbered appropriation in the account against which the purchase is
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to be charged, and until the same has been approved by the Budget Division of the Finance
Department.
3.04.070 Emergency Purchases
In case of an emergency, which is so urgent as to preclude advance action by the Mayor and City
Council and which requires purchase of supplies, materials, equipment or contractual services,
the City Manager shall have the authority to authorize securing in the open market any such
supplies, materials, equipment or contractual services. This emergency authority shall extend to
all purchases, irrespective of the fact that the amount might exceed the authorized thresholds
outlined in Section 3.05.020 of the Municipal Code. An explanation of the emergency
circumstances shall be filed with the Mayor and City Council within forty-eight (48) hours of the
emergency purchase.
3.04.080 Surplus Supplies and Equipment
A. All Agencies and Departments shall submit to the Purchasing Division reports showing
all supplies, materials and equipment which are no longer used or usable or which may have
become obsolete, unsuitable or worn out. The Purchasing Division Manager shall have authority
to sell said supplies, materials and equipment, or to exchange the same for, or trade in the same
on, new supplies, materials and equipment. Such sales, exchanges or trade-ins shall be made to
the highest and best bidder pursuant to the procedures in the Purchasing Policy, or shall be made
at a public auction as hereinafter set forth in this Section 3.04.100.
B. Public Auction. A notice describing the property in sufficient detail for its identification
shall be prepared by the Purchasing Division and shall be given at least five days before the time
fixed therefore by publication once in an established newspaper or other publication of general
circulation published in the City.
C. City officers shall not be purchasers at any such public auction authorized, conducted, or
administered by them in their official capacity, nor shall any City officer or employee directly or
indirectly submit a bid at the auction if they have participated in the preparation or conduct of the
auction in their official capacity.
D. The property so offered for sale shall be sold to the highest bidder for cash, provided that
the Purchasing Manager may, at their discretion, fix a minimum sale price and may refuse to sell
unless the minimum price is offered, and may further refuse to sell unless a deposit of security is
immediately made.
E. Any property sold at public auction shall be provided to the purchaser upon full payment
of the purchase price.
F. The proceeds of the auction sale or sales shall immediately be deposited with the
Department of Finance and deposited into the General Fund of the City.
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3.04.090 Split Purchases
It shall be unlawful to split or separate into smaller purchases, a purchase in order to bring the
purchase within the provisions of any exemption or less stringent procedure provided herein.
3.04.100 Local Bidders
Any formal or informal bid submitted by a local bidder for goods or materials pursuant to this
Chapter shall receive a five percent (5%) credit for comparison purposes with other bidders when
a local credit is allowable under the law. For the purpose of this Section, "local bidders" shall be
bidders with (1) fixed facilities with employees within the City of San Bernardino’s jurisdiction,
(A PO Box or residential address is insufficient unless it is a home-based business, in which case
the residential address may be used) and (2) an appropriate City of San Bernardino Business
License.
3.04.110 Reserved
3.04.120 Reserved
3.04.130 Reserved
3.04.140 Reserved”
SECTION 3. CEQA. The City Council determines that the Ordinance is categorically
exempt from further review per State CEQA Guidelines (14 Cal. Code Regs., § 15000 et seq.).
The whole of the Ordinance is exempt, because the code amendment is an administrative activity
which will not result in a direct or reasonably foreseeable indirect physical change to the
environment. (§ 15060(c)(2).) The whole of the Ordinance is also exempt because the code
amendment is not a “project” as defined by section 15378, since it has no potential for resulting in
a direct or indirect physical change to the environment. (§ 15060(c)(3).) The City Council hereby
directs City staff to file a Notice of Exemption within five days of the adoption of this Ordinance.
SECTION 4.Severability. If any section, subsection, subdivision, paragraph, sentence,
clause or phrase of this ordinance, or any part thereof, is for any reason held to be unconstitutional,
such decision shall not affect the validity of the remaining portion of this Ordinance or any part
thereof. The City Council hereby declares that it would have passed each section, subsection,
subdivision, paragraph, sentence, clause or phrase thereof, irrespective of the fact that any one or
more section, subsection, subdivision, paragraph, sentence, clause or phrase be declared
unconstitutional. If for any reason any portion of this ordinance is found to be invalid by a court
of competent jurisdiction, the balance of this ordinance shall not be affected.
SECTION 5. Effective Date. This Ordinance shall take effect thirty (30) days after its
adoption.
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SECTION 6.Notice of Adoption. City Clerk of the City of San Bernardino shall certify
to the adoption of this Ordinance and cause publication to occur in a newspaper of general
circulation and published and circulated in the City in a manner permitted under section 36933 of
the Government Code of the State of California.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 1st day of February 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, Acting City Clerk, hereby certify that the attached is a true copy
of Ordinance No. MC-1605, introduced by the City Council of the City of San Bernardino,
California, at a regular meeting held the 18th day of January 2023. Ordinance No. MC-1605 was
approve passed and adopted at a regular meeting held the day of February 1, 2023, by the
following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this 2nd day of February 2023.
Genoveva Rocha, CMC, City Clerk
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3.04.010 Adoption of Purchasing System
A. Establishment. In order to establish efficient procedures for the purchase of supplies,
materials and equipment, and contracted services, to secure for all departments or
agencies of the City excepting the Municipal Water Department and the Free Public
Library, supplies, materials, equipment, and services at the lowest possible cost
commensurate with the quality needed, to exercise positive financial control over
purchases, to clearly define authority for the purchasing functions and to assure that
quality of purchases, a centralized purchasing system is adopted. Except as specified
herein, there shall be no exemption from centralized purchasing and no Aagency or
Ddepartment shall be authorized to purchase, or contract for the purchase of supplies,
services or equipment independently of the administrative officePurchasing Division. The
Municipal Water Department and the San Bernardino Public Library shall not be subject
to this centralized purchasing system; however; the Board of Water Commissioners and
the Board of the San Bernardino Free Public Library shall employ procedures
substantially in compliance with the provisions of this Chapter as such may be
applicable.
B. Purchasing Policy. All purchases of goods, supplies, equipment and services shall be
made in accordance with the formal Purchasing Policy in effect at the time of purchase.
The Purchasing Policy shall be developed by staff and adopted by mayor and City
Council. The Purchasing Policy may be changed from time to time by City Council
Resolution in order to remain in compliance with necessary law and to address the
evolving procurement needs of the City.
C. Vendor Lists. The City may utilize the processes of this Chapter and Purchasing Policy to
procure vcendors who will be eligible or preferred to provide goods or services to the City
on an as-needed basis.
BD. Exemptions. This Chapter shall not apply to the following:
1. Purchases from, or sales to a government or governmental agency, or through
any advantageous governmental contract approved by the Council, or to the
purchase of election supplies, or to purchases and/or services or service
contracts relating to litigation or prosecution or investigations thereof, or to
purchases and/or services or service contracts relating to fire and police
investigations, or to the purchases and/or services or service contracts relating to
board up or demolition of buildings or structures.
2. Purchases from a vendor or manufacturer which, through the City's bidding
procedure, or other California government or governmental agency's bidding
procedure, has established a price at which such a vendor or manufacturer is
willing to sell to the City. During such a bid procedure more than one responsive
bid must have been received, and the bid award must have occurred within one
year at the City's issuance of a purchase order.
3. Purchases approved by the Mayor and Common Council.
4. Purchases for less than $500.00of less than ten thousand dollars ($10,000).
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5. Public Works Projects. Procurement procedures for Public Works Projects are
defined in Chapters 12.20, 12.21 and 12.24 of the San Bernardino Municipal Code.
6. Sole Source procurements as more defined in the Purchasing Policy,
7. Emergency Procurements as more defined in Section 3.04.070 of the Municipal
Code and the Purchasing Policy.
8. Federal/Grant-Funded Procurement to the extent that this Chapter and
Purchasing Policy is inconsistent any federal, grant or other funding source requirement
for a particular purchase. In that event, the federal, grant or other funding source
procurement requirements shall control.
9. Inadequate competition as more defined in the Purchasing Policy.
(Ord. MC-983, 9-24-96; Ord. MC-858, 1-12-93; Ord. MC-608, 9-22-87; Ord. MC-513, 4-
22-86; Ord. MC-431, 1-25-85; Ord. 2588, 6-23-64)
3.04.020 Purchasing Officer Division
The purchase and sale of all supplies, materials and equipment and services, shall be the
responsibility of the purchasing agent under the direction and supervision of the administrative
officer.Unless otherwise exempted under this Chapter, the purchase and sale of all supplies,
materials, equipment, and services shall be the responsibility of the Purchasing Division. The
Purchasing Division is part of the Finance Department, which is responsible for carrying out
written administrative procedures adopted by the City Council related to Procurement. The
Purchasing Division Manager is responsible for the Purchasing Policy, and will develop, advise,
review, audit and ensure compliance throughout the Purchasing process as the City’s subject
matter expert.
(Ord. MC-858, 1-12-93 ; Ord. 2588, 6-23-64)
3.04.030 Estimates of requirementsBidding Requirements
All using departments and agencies shall file detailed estimates of their requirements for
supplies, materials and equipment in such manner, at such time, and for such future periods as
the City Administrative office shall prescribe.The procurement process used to purchase
supplies, materials, equipment, and contracted services is dependent upon the total dollar
amount of the goods or services to be purchased and the type of purchase.
A. Purchases up to $10,000
Purchases up to $10,000 may be purchased using a Purchasing Card or through a check
request with no requirement for formal bids or quotes.
B. Purchases between $10,001 and $40,000
Purchases between $10,001 and $40,000 are processed informally, through vendor quotations
and may be processed directly by the department making the purchase. The informal bidding
process is more particularly described in the Purchasing Policy.
C. Purchases above $40,000
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Purchases in this category are subject to formal competitive bidding or competitive selection
depending on the type of purchase. The formal competitive bidding process is more particularly
described in the Purchasing Policy.
1. Reporting. All contracts in this category signed by the City Manager, Agency
Directors, Directors and/or their designees shall be reported (in list form) to the
Mayor and City Council at each Regular City Council meeting during the City
Manager Update.
(Ord. 2588, 6-23-64)
3.04.040 RequisitionsApproval Authority
Using departments and agencies shall submit requests for supplies, materials and equipment to
the Purchasing Agent by standard requisition forms.The authority to purchase supplies,
materials, equipment, and contracted services is dependent upon the total dollar amount of the
goods or services to be purchased and the type of purchase. Purchasing authority are based on
the following amounts:
A. Purchases up to $50,000
Purchases in this category may be authorized by the Agency/Department Directors and/or the
City Manager.
B. Purchases between $50,001 and $100,000
Purchases in this category may only be authorized by the City Manager or their designee the
Assistant City Manager with prior written authorization from the City Manager in the City
Manager’s absence..
C. Purchases over $100,000
Purchases in this category may only be authorized by the Mayor and City Council.
(Ord. 2588, 6-23-64)
3.04.050 Purchase Oorders and Procurement Cards
Purchase of supplies, materials, and equipment shall be made only by purchase order or
procurement card, whichever is appropriate., and signed by the Purchasing Agent or
administrative officer or his or her designee.
(Ord. MC-858, 1-12-93; Ord. 2588, 6-23-64)
3.04.060 Encumbrance of funds
The Purchasing Agent Division shall not issue any purchase order for supplies, materials or
equipment unless there exists an unencumbered appropriation in the account against which the
purchase is to be charged, and until the same has been approved by the finance divisionBudget
Division of the administrative officeFinance Department.
(Ord. 2588, 6-23-64)
3.04.070 Formal contract procedure
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Except as otherwise provided in this Chapter, purchases and contracts for supplies, materials
and equipment of a value greater than fifty thousand dollars shall be by a written contract with
the lowest possible and best bidder, pursuant to the procedures described in this section.
A. Notice Inviting Bids. Notices inviting bids shall include a general description of the
articles to be purchased, shall state where bid blanks and specifications may be
secured, and the time and place for opening bids.
B. Notice, Publication and Mailing. Notice inviting bids shall be published at least ten days
before the opening of bids in a newspaper of general circulation printed and published in
the City. The Purchasing Agent may establish and maintain a list of prospective bidders.
The prospective bidders shall be listed on said list according to the service or product
provided as indicated by the prospective bidder. It shall not be the responsibility of the
Purchasing Agent to ensure that the list contains current information in respect to the
address, service or product of the prospective bidder. The Purchasing Agent is
authorized to mail invitations to bid directly to appropriate prospective bidders appearing
on said list and to other prospective bidders.
C. Bidder's Security. Each bid or proposal may be required by the Purchasing Agent to be
accompanied by a bidder's bond, certified or cashier's check, or cash in an amount not
more than ten percent of the total bid. The City Administrator shall establish standards
for determining under what circumstances a bidder's security shall be required in order
to protect the interests of the City. When deemed necessary by the City Manager,
bidder's security may be prescribed in the public notices inviting bids. When bid security
is required, bidders shall be entitled to return of bid security, provided that a successful
bidder shall forfeit his bid security upon refusal or failure to execute the contract within
ten days after the notice of award has been mailed, unless and to the extent the City is
responsible for the delay. The Common Council may, on refusal or failure of the
successful bidder to execute the contract, award it to the next lowest and best bidder. If
the Common Council awards the contract to the next lowest and best bidder, the amount
of the lowest bidder's required security shall be applied by the City to the difference
between the low bid and the second lowest bid, and the surplus, if any, shall be returned
to the lowest bidder.
D. Bid Opening Procedure. Sealed bids shall be submitted to the Purchasing Agent and
shall be identified as bids on the envelope. Bids shall be opened in public at the time and
place stated in the public notices. A record of the bids received shall be available for
public inspection after bids have been opened, indicating the amounts bid by the various
bidders and the basis for awarding the contract or purchase order if other than the
lowest bidder. Such list shall be available for thirty days after the award has been made.
E. Rejection of Bids. At its discretion, the Mayor and Common Council shall have the power
to reject any and all bids presented and readvertise for bids.
F. Award of Contracts. Contracts shall be awarded by the Mayor and City Council, by
resolution or minute action, to the lowest and best bidder except as otherwise provided
herein.
G. Tie Bids. If two or more bids received are for the same total amount or unit price, quality
and service being equal and if the public interest will not permit the delay of readvertising
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for bids, the Mayor and Common Council may accept the one it chooses or accept the
lowest bid made by negotiation with the tie bidders at the time of the bid opening
H. Performance Bonds. The Mayor and Common Council shall have authority to require a
performance bond before executing a contract in such amount as it shall find reasonably
necessary to protect the best interests of the City. If the Mayor and Common Council
require a performance bond, the form and amount of the bond shall be described in the
notice inviting bids.
I. Negotiated Purchases. At the discretion of the City Manager, the Purchasing Agent may
authorize the purchase of technical or specialized supplies and equipment by
competitive negotiation when such a method of purchase would be more advantageous
to the City, and any one of the following conditions exists:
1. The supplies or equipment are such that suitable technical or performance
specifications are not readily available;
2. The City is not able to develop descriptive specifications; or,
3. The quality of the supplies and equipment cannot be accurately determined by
reference to their specifications alone.
At the completion of such a negotiated purchase a written report thereon shall be made to the
City Administrator.
(Ord. MC-1569, 2-02-22; Ord. MC-1413, 4-06-15; Ord. MC-858, 1-12-93; Ord. MC-646, 12-07-
88; Ord. MC-602, 6-02-87; Ord. MC-491, 1-22-86; Ord. MC-183, 7-07-82; Ord. 3893, 1-09-80;
Ord. 3723, 5-04-78; Ord. 3514, 8-06-75; Ord. 2588, 6-23-64)
3.04.075 3.040.070 Emergency Ppurchases
In case of an emergency, which is so urgent as to preclude advance action by the Mayor and
Common City Council and which requires purchase of supplies, materials, equipment or
contractual services, the City Administrator Manager shall have the authority to authorize the
Purchasing Agent to securinge in the open market at the lowest obtainable price any such
supplies, materials, equipment or contractual services. This emergency authority shall extend to
all purchases, irrespective of the fact that the amount might exceed the authorized thresholds
outlined in Section 3.05.020 of the Muicipal Code.limitation for open market purchases. In all
instances a full An explanation of the emergency circumstances shall be filed with the Mayor
and Common City Council within forty-eight (48) hours of the emergency purchase.
(Ord. 3893, 1-09-80; Ord. 2588, 6-23-64)
3.04.080 Open market procedureSurplus Supplies and Equipment
A. All Agencies and Departments shall submit to the Purchasing Division reports showing
all supplies, materials and equipment which are no longer used or usable or which may have
become obsolete, unsuitable or worn out. The Purchasing Division Manager shall have authority
to sell said supplies, materials and equipment, or to exchange the same for, or trade in the
same on, new supplies, materials and equipment. Such sales, exchanges or trade-ins shall be
made to the highest and best bidder pursuant to the procedures in the Purchasing Policy, or
shall be made at a public auction as hereinafter set forth in this Section 3.04.100.
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B. Public Auction. A notice describing the property in sufficient detail for its identification
shall be prepared by the Purchasing Division and shall be given at least five days before the
time fixed therefore by publication once in an established newspaper or other publication of
general circulation published in the City.
C. City officers shall not be purchasers at any such public auction authorized, conducted, or
administered by them in their official capacity, nor shall any City officer or employee directly or
indirectly submit a bid at the auction if they have participated in the preparation or conduct of the
auction in their official capacity.
D. The property so offered for sale shall be sold to the highest bidder for cash, provided
that the Purchasing Manager may, at their discretion, fix a minimum sale price and may refuse
to sell unless the minimum price is offered, and may further refuse to sell unless a deposit of
security is immediately made.
E. Any property sold at public auction shall be provided to the purchaser upon full payment
of the purchase price.
F. The proceeds of the auction sale or sales shall immediately be deposited with the
Department of Finance and deposited into the General Fund of the City.
Purchase of supplies, materials, and equipment of a value in the amount of fifty thousand
dollars or less may be made by the Purchasing Agent in the open market, in accordance with
the following procedure:
A. Minimum Number of Bids. Open market purchases shall wherever possible, be based on
at least three bids, and shall be awarded to the lowest and best bidder.
B. Notice inviting bids. The Purchasing Agent shall solicit bids by written requests or by
telephone to prospective vendors.
C. Written Bids. Sealed written bids shall be submitted to the Purchasing Agent who shall
keep a record of all open market orders and bids for the required period of time after the
submission of bids or the placing of orders. This record while so kept shall be open to
public inspection.
D. Open Market Purchases For Which No Bids Are Required. For open market purchases
not exceeding twenty-five hundred dollars, the Purchasing Agent shall have the authority
to select a specific vendor and place an order without obtaining additional competitive
bids.
(Ord. MC-1413, 4-06-15; Ord. MC-858, 1-12-93; Ord. MC-646, 12-07-88; Ord. MC-602, 6-02-87;
Ord. MC-183, 7-07-82; Ord. 3893, 1-09-80; Ord. 3531, 10-07-75; Ord. 2588, 6-23-64)
3.04.085 Services
A. The Purchasing Agent may contract for services of a value of fifty thousand dollars or
less in accordance with the following procedure:
1. Minimum Number of Proposals. Contracts for services shall, whenever possible,
be based on at least three proposals, and shall be awarded to the provider who
can best meet the needs of the City. Although cost shall be considered by the
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Purchasing Agent in entering into such contracts, it shall not be the sole
determining factor.
2. Request For Proposals (RFP). The Purchasing Agent shall solicit proposals by
written requests or by telephone to prospective providers.
3. Written Proposals. Sealed written proposals shall be submitted to the Purchasing
Agent who shall keep a record of all such proposals for not less than 180 days.
This record while kept shall be open to public inspection.
4. Contractual Services For Which No Proposals Are Required. For contractual
services not exceeding twenty-five hundred dollars in value, the Purchasing
Agent shall have the authority to select a specific provider and enter into a
contract without obtaining additional proposals.
B. Contractual services with a value in excess of fifty thousand dollars must be approved by
the Mayor and Common Council pursuant to Requests For Proposals as authorized by
the Mayor and Common Council.
C. The provisions of Subsection A above shall not apply to contracts for special counsel
services which are provided for pursuant to Chapter 2.20 of this Code.
(Ord. MC-1413, 4-06-15; Ord. MC-858, 1-12-93)
3.04.100 Surplus supplies and equipment
A. All using agencies and departments shall submit to the purchasing agent, at such times
and in such form as he shall prescribe, reports showing all supplies, materials and
equipment which are no longer used or usable or which may have become obsolete,
unsuitable or worn out. The purchasing agent shall have authority to sell said supplies,
materials and equipment, or to exchange the same for, or trade in the same on, new
supplies, materials and equipment. Such sales, exchanges or trade-ins shall be made to
the highest and best bidder pursuant to the procedures of Section 3.04.070 or 3.04.080,
whichever is applicable, or shall be made at a public auction as hereinafter set forth. The
Purchasing Agent, when directed by the Mayor and Common Council, shall restrict the
sale of surplus supplies, materials and equipment of a value in an amount of three
thousand dollars or less to local nonprofit tax exempt corporations, associations or
organizations pursuant to Section 3.04.080, or shall negotiate and consummate a sale to
a governmental agency, including any domestic or foreign sister City. Each restricted or
negotiated sale under this Chapter shall be consummated at the fair market value of the
surplus supplies or equipment.
B. Public Auction. A notice describing the property in sufficient detail for its identification
shall be prepared by the City administrator and shall be given at least five days before
the time fixed therefore by publication once in a newspaper of general circulation
published in the City.
C. City officers shall not be purchasers at any such public auction authorized, conducted or
administered by them in their official capacity, nor shall any City officer or employee
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directly or indirectly submit a bid at the auction if he has participated in the preparation or
conduct of the auction in his official capacity.
D. The property so offered for sale shall be sold to the highest bidder for cash, provided
that the City administrator may, at his discretion, fix a minimum sale price and may
refuse to sell unless the minimum price is offered, and may further refuse to sell unless a
deposit of security is immediately made.
E. Any property sold at public auction shall be delivered to the purchaser upon payment of
the purchase price.
F. The proceeds of the auction sale or sales shall immediately be deposited with the
Treasurer of the City and placed in the general fund thereof.
(Ord. 3531, 10-07-75; Ord. 3370, 8-22-73; Ord. 2588, 6-23-64)
3.04.105 Sale of surplus City property
Notwithstanding anything in this Chapter to the contrary, the Purchasing Agent shall select
appropriate items with an estimated value of $1,000 or less, and shall make them available for
retail sale by private parties pursuant to written agreements approved by the Mayor and
Common Council, or by direct retail sale by the City. Such items need not be sold to the highest
bidder, and may be sold at a predetermined price and may be discounted from time to time in
keeping with retail practices. Any items not sold within a reasonable time shall be returned to
the Purchasing Agent for disposal according to normal procedures as provided in this Chapter.
The private party may be authorized to retain a percentage of the sales price in an amount
authorized by such written agreements.
(Ord. MC-968, 6-04-96)
3.04.110 Surplus vehicles and equipment
Upon direction by resolution of the Mayor and Common Council, the Purchasing Agent may
dispose of surplus vehicles and equipment by sealed bid sale with or without newspaper
advertising, but pursuant to the regulations contained in the resolution.
(Ord. MC-608, 9-22-87)
3.04.115 City Manager
Any duty or responsibility given to the Purchasing Agent by this Chapter may likewise be
performed or fulfilled by the City Manager or his or her designee.
(Ord. MC-1413, 4-06-15; Ord. MC-858, 1-12-93)
3.04.1203.04.090 Penalty To Split Purchases
It shall be unlawful to split or separate into smaller purchases, a purchase so as to bring the
purchase within the provisions of any exemption or less stringent procedure provided herein.
(Ord. MC-858, 1-12-93)
3.04.125 3.04.100 Local Bbidders
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Any formal or informal bid submitted by a local bidder for goods or materials pursuant to this
Chapter shall receive a one five percent (51%) credit for comparison purposes with other
bidders. For the purpose of this Section, "local bidders" shall be bidders with (1) fixed facilities
with employees within the City of San Bernardino’s jurisdiction (a PO Box or residential address
is insufficient unless it is a home-based business, in which case the residential address may be
used) and (2) an appropriate City of San Bernardino Business License. for which the point of
sale of the goods or materials shall be within the City of San Bernardino.
(Ord. MC-903, 5-05-94)
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City of San Bernardino
Administrative Policy
Purchasing Policy and Procedures Guide
Subject: Purchasing Policy and Procedures Guide
Purpose: To set forth the policies governing procurement and contracting and to establish certain
procedures concerning authorization, documentation, and expenditure for Agencies,
Departments, and the City Manager of the City of San Bernardino. The City of San Bernardino
has a goal of ethical and fair procurement, and open competition. This Purchasing Policy and
Procedures Guide outlines procedures in compliance with Chapter 3.04 of the San Bernardino
Municipal Code.
Authority: Resolution No. 2023-020
Scope: Unless otherwise stipulated herein, this policy applies to all City Employees and Elected
Officials making purchases on behalf of the City of San Bernardino. All such employees and
officials shall comply with the provisions outlined in this policy. The purpose of any required
documentation is to ensure transparency and provide sufficient evidence to anyone who reviews
bids, proposals, and/or other purchasing materials that public funds were expended in compliance
with this Purchasing Policy and Procedures Guide, San Bernardino Municipal Code, and
applicable State and Federal law.
Exemption from Scope
None
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TABLE OF CONTENTS
Section Page
I. Introduction 3
II. Purchasing Expenditure and Approval Thresholds 6
III. Informal Procurement 7
IV. Competitive Procurement 7
V. Exemptions 8
VI. Protest Procedures 9
VII. Federal Emergency and Grant Procurement Procedures 10
VIII. Contracting 19
IX. Surplus Supplies and Equipment 20
X. Ethical Standards and Fair Processes 21
Exhibit A – Expenditure and Authorization Threshold Reference 24
Exhibit B – Contracting Guide 25
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I. INTRODUCTION
(a)Purpose
Chapter 3.04 of the San Bernardino Municipal Code provides for the administration of the City’s
procurement processes, including the establishment of Purchasing Policy and Procedures
Guide (“Policy”). The purposes and objectives of this Policy are:
1. To ensure compliance with all current laws and regulations
2. To promote transparency of the City’s procurement activities
3. To establish standardized, cost-effective, and efficient purchasing
methods
4. To ensure continuity of City operations
5. To promote fair competitive processes
6. To maintain integrity and fairness
7. To support the City’s mission and serve the best interest of the public
This Policy shall not apply to the procurement of Public Works Projects. Procurement
procedures for Public Works Projects are defined in Chapters 12.20, 12.21 and 12.24 of the San
Bernadino Municipal Code.
(b)Definitions
In construing the provisions of this Policy, the following definitions shall apply:
Cooperative Purchasing – Cooperative purchasing is an arrangement in which multiple
entities combine their buying requirements onto a single contract and aggregate volume
to enhance their purchasing power.
Emergency – A sudden, unexpected occurrence that poses a clear and imminent
danger, requiring immediate action to prevent or mitigate the loss or impairment of life,
health, property, or essential public services as defined by California Public Contract
Code Section 1102.
Emergency Purchase – A purchase or procurement of supplies, equipment or services
made during an emergency as defined under Section VI(A) and MC 3.04.070.
General Services - furnishing of labor, time, or effort by a contractor for non-professional
services as the City may, from time to time, find necessary and proper for the functioning
of the City. Examples include, but are not limited to, janitorial, uniform cleaning,
maintenance and other services which do not require any unique skill, special
background or training.
Goods - any and all supplies, materials, articles, equipment, apparatus, vehicles, things,
or property, other than real property, furnished to be used by the City.
Local Business – The vendor (i) has fixed facilities with employees located at a business
address within the City of San Bernardino city limits (a PO box or residence is
insufficient); and (ii) has an appropriate City business license/permit, pursuant to MC
3.04.100.
Lowest Responsive, Responsible Bid – A bid from a responsible bidder, defined as a
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bidder qualified to do the solicited work, that conforms in all materials respects to the
solicitation, and is the lowest price among qualified, responsive bids.
Maintenance Services - the furnishing of labor, time or effort by a contractor, including
but not limited to:
• Routine, recurring, and usual work for the preservation or protection of a
publicly owned, or publicly operated facility for intended purposes;
• Minor repainting;
• Resurfacing streets and highways at less than one inch;
• Landscape maintenance, including mowing, watering, trimming, pruning,
planting, replacement of plants, and servicing of irrigation and sprinkler
systems; and
• Other similar services that are generally classified as maintenance and
not public projects.
Piggyback – (See Cooperative Purchasing).
Professional Services - services provided by a person, company, corporation, or firm
engaged in a profession based on a generally recognized special knowledge, skill,
license, and/or certification to perform the work including, but not limited to, the
professions of accountant, attorney, artist, architect, landscape architect, construction
manager, engineer, environmental consultant, dentist, physician, training or educational
consultant, or land surveyor, and whose services are considered distinct and unique.
Protest – A protest is a challenge to the award or proposed award of a contract for the
procurement of goods and/or services, or a challenge to the terms of a solicitation for
such a contract.
Purchase Order (PO) – A purchase order, or PO, is an official document issued by the
City committing to pay a vendor for the sale of specific products or services to be
delivered in the future.
Purchasing Agent – An employee who purchases materials and supplies and solicits
bids on behalf of the City.
Request for proposal (RFP) – A request for proposal (RFP) is is a document that solicits
firms to submit a proposal to perform the scope of work associated with a proposed
project. Cost is not the sole basis for selection in an RFP; other qualifications including
experience, turnaround time and approach to work are important factors when
evaluating proposals. RFPs are project specific, and preparation requires general
knowledge of the project. It is expected that interested parties would do a limited amount
of work to develop a quality proposal.
Request for Qualification (RFQual) – A request for qualifications (RFQual) is a document
that solicits firms to submit information about their qualification and capabilities to
perform the type of work associated with a proposed project. The preparation of an
RFQual generally does not require specific project knowledge or scope. An RFQual may
be used as a pre-qualification step to engaging a service provider. If an RFQual is
required, only those candidates who successfully respond to it and meet the qualification
criteria will be included in the subsequent RFP process. An RFQual will contain specific
reference to selection criteria.
Request for Quote (RFQ) – A formal or informal solicitation of price quotes.
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Services - either general services, maintenance services, or professional services.
Sole Source – A sole source purchase means that only one supplier, to the best of the
requester's knowledge and belief, based upon thorough research, can provide the
required product or service.
Surplus Supplies and/or Equipment – City owned materials, supplies and/or equipment
deemed to be no longer useful or otherwise obsolete. See MC Section 3.04.080.
(c)Organization
The Purchasing Division is part of the Finance Department, which is responsible for carrying out
written administrative procedures adopted by the City Council related to procurement (M.C. §
3.04.020).
(i) Purchasing Division.
The Purchasing Division is responsible for the oversight and internal
control related to procurement and purchasing including, but not limited
to:
i. Ensuring compliance with Chapter 3.04 of the San Bernardino
Municipal Code and this Policy.
ii. Developing technical review matrices for proposals
iii. Carrying out the initial review of Bids/Proposals
iv. Verifying that all legal and other required internal reviews are
completed
v. Ensuring that departments are using the correct contract
templates
vi. Opening sealed bids
vii. Certification of Sole Source Procurements
viii. Managing the City’s Disadvantaged Business Enterprise (DBE)
and Small Business Enterprise (SBE) Program and reporting
results to City Management and the Mayor and City Council.
(ii) Purchasing Division Manager (“Purchasing Manager”).
The Purchasing Manager is a critical internal control position. While not
empowered to make purchases directly, the Purchasing Manager ensures
that the City complies with applicable procurement law, grant funding
requirements, the San Bernardino Municipal Code and this Policy. The
Purchasing Manager is responsible for internal control and compliance
related items including, but not limited to:
i. Reviewing selection of vendors for compliance with open and fair
competition
ii. Responding to any bid protests
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iii. Reviewing the DBE and SBE program including verifying
affirmative steps and auditing results
iv. Reviewing contracts before they are submitted for final signatures
v. Periodic audits for compliance with applicable law, the San
Bernardino Municipal Code and the Policy
II. PURCHASING EXPENDITURE AND APPROVAL THRESHOLDS
(a)Purchasing Requirements by Expenditure Threshold
(i) Purchases up to $10,000 (Micro-Purchases):
1. Purchases up to $10,000 may be purchased using a Procurement
-Card (“P-Card”) or through a check request.
2. No formal bids or quotes are required.
3. Purchases of $10,001 and over shall not be divided into multiple
smaller purchases or invoices to circumvent required procedures.
This is “split purchasing” and is unlawful and a violation of the
Policy and the San Bernardino Municipal Code. (M.C. § 3.04.090).
(ii) Purchases Between $10,001 and $40,000 (Small Purchases):
1. Purchases in this category are processed informally through the
simplified process outlined in Section III of this Policy and may be
processed directly by the department making the purchase.
2. Competitive Bidding may be used for purchases under $40,000 at
the discretion of the Agency or Department Director.
(iii) Purchases Above $40,000:
1. Purchases in this category are subject to competitive bidding or
competitive selection outlined in Section IV of this Policy,
depending on the type of purchase (formal procurement
procedures).
2. Reporting. All contracts in this category signed by the City
Manager, Agency Directors, Directors and/or their designees shall
be reported (in list form) to the Mayor and City Council at each
Regular City Council meeting during the City Manager Update.
(b)Purchasing Authority by Expenditure Threshold
(i) Purchases up to $50,000:
1. Purchases in this category may be authorized and signed by
Agency/Department Directors and/or the City Manager or their
designee.
(ii) Purchases between $50,001 and $100,000:
1. Purchases in this category may only be authorized and signed by
the City Manager or the Assistant City Manager with prior written
authorization from the City Manager in the City Manager’s
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absence.their designee.
(iii) Purchases over $100,000:
1. Purchases in this category may only be authorized by the Mayor
and City Council.
III. INFORMAL (SIMPLIFIED) PROCUREMENT PROCESS
Purchases for goods, services, and materials that are subject to the informal procurement
process may be processed through vendor quotations as follows:
(a) Three (3) written quotes should be obtained.
(b) Departments shall strive to obtain written price quotes from three or more
potential contractors or suppliers and accept the quote which is determined to be
in the best interests of the City. Written price quotes shall be retained and
provided as backup for the purchase requisition. If unable to obtain a minimum
of three (3) price quotes, staff shall document that reasonable efforts were made
to obtain price quotes or proposals including, that there were no other vendors to
solicit price quotes or proposals from or that they solicited to other vendors and
one or more declined to provide a quote or proposal.
(c) Award shall be made to the best qualified vendor presenting a quote or proposal
that is in the City’s best interests. For purchases subject to the informal
procurement process, criteria other than price may be used. For example,
delivery time, quality, and vendor experience may impact the selection of quotes.
If using criteria other than price, the criteria should be stated somewhere on the
quote documentation for audit purposes.
(d) Contracts for the purchase of professional services shall be awarded to the best
qualified vendor on the basis of demonstrated competence and professional
qualifications. While a reasonable price is always a consideration in selecting a
vendor, it cannot be the sole factor in selecting a vendor for professional
services.
IV. FORMAL PROCUREMENT PROCESS
(a) Purchases for goods, services, and materials that are subject to the formal
procurement process shall be processed utilizing an RFP, RFQual or RFQ
process as described in this Section. The RFP, RFQual or RFQ process shall be
utilized to engage services on the basis of demonstrated competence and
qualifications for the types of services to be performed and at fair and reasonable
prices to the City. The following minimum guidelines and procedures shall be
implemented.
(i) Notice Inviting RFQs or RFPs. At a minimum, the notice inviting RFQs,
RFQuals or RFPs shall: (1) describe the project; (2) state how to obtain
more detailed information about the project; (3) state the date, time and
place for the submission of qualifications or proposals; (4) describe general
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parameters for evaluation and selection; and (5) include any other
information required by state or local law.
(ii) Published Notice. City staff shall solicit RFQs, RFQuals or RFPs via
published notice in a newspaper of general circulation and/or the City’s
website at least ten (10) calendar days before the date for receiving
qualifications or proposals, unless exigent circumstances call for a shorter
time.
(iii) Review of Qualifications or Proposals. The City will receive qualifications
or proposals at the date, time and place of submission on the notice inviting
RFQs/RFQuals/RFPs. Any proposals received after the proposal opening
time will be time/date stamped and returned unopened to the proposer.
The City will review and evaluate qualifications or proposals based on the
evaluation and selection criteria in the RFQs/RFQuals/RFPs and rank
proposals based on factors listed in the RFQ/RFQual/RFP.
(iv) Negotiation. Once proposals are ranked, the City may negotiate a contract
with the highest ranked proposer only, may negotiate with multiple
proposers, or may attempt to reach an agreement with the highest ranked
proposer before negotiating with other proposers in order of ranking. The
City may also dispense with negotiations and recommend an award based
on the proposals.
(v) Award. Award for professional services contracts shall be to the best
qualified vendor who will best serve the City’s interests taking into account
the demonstrated competence, professional qualifications and suitability
for the project. Award for other contracts shall to the vendor offering the
best value to the City, in the City’s sole and absolute discretion.
(vi) Rejection of Bids. The City Council may, in its sole and absolute discretion,
reject all proposals presented and re-advertise.
V. EXEMPTIONS
Exemptions from the procurement process may be requested under the following
circumstances:
(a)Emergency Purchases. An exemption may be granted in case of an
emergency, which is so urgent as to preclude advance action by the Mayor and
Common Council and which requires purchase of supplies, materials, equipment,
and contractual service.
(i) In such a case, the City Manager shall have the authority to authorize the
Purchasing Division to secure in the open market such supplies,
materials, equipment, or contractual services as deemed necessary.
(ii) This emergency authority shall extend to all purchases; irrespective of the
fact that amount might exceed the City Manager’s authorization threshold.
In such instances a full explanation of the emergency circumstances shall
be filed with the Mayor and City Council (MC § 3.04.070).
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(iii) If emergency work is performed, the Purchasing Division should be
notified by the next business day, or as soon as practical. This will allow
the Purchasing Division to properly ratify purchase orders.
(iv) An emergency includes the following: (1) a public calamity; (2) an
immediate need to prepare for national or local defense; (3) the
breakdown of machinery or equipment causing a service impediment
requiring immediate resolution; (4) a hazard to public health or welfare;
and (5) situation in which the City will be unable to perform services for
the public.
(b)Cooperative Purchases. The City may engage in cooperative purchasing for
goods or services as a third-party agency "piggybacking" on another agency's
competitively bid agreement. Cooperative purchasing reduces administrative
expenses and secure prices and other benefits of a large volume purchase.
Caution must be exercised to ensure that the City is in compliance with all
applicable federal, state, and local laws as well as the Policy. The Purchasing
Division must be consulted prior to any department engaging in cooperative
purchasing.
(c)Sole Source. When a department determines that the goods, services or public
project can only be obtained from a sole source. For example, only one
manufactured makes an item that meets the required specifications or only one
item is compatible with existing equipment. Price cannot be used in a
determination of sole source. This is an indication of competition in the
marketplace.
A sole source purchase is a method of acquisition; it shall not be used to avoid
competition. A sole source justification memo is required for any sole source
purchase over $10,000. The sole source justification memo must be approved
by the Purchasing Manager before the purchase is completed.
(d)Public Works Projects. This Policy shall not apply to the procurement of Public
Works Projects. Procurement procedures for Public Works Projects are defined
in Chapters 12.20, 12.21 and 12.24 of the San Bernadino Municipal Code.
(e)Purchases Approved by Mayor and City Council. A purchase that is otherwise
approved by the action of the Mayor and City Council in a public meeting is
exempt from this Policy.
(f)Federal/Grant-Funded Procurement. Federal/grant-funded procurements shall
be exempt from this Policy if such funding requires compliance with an
alternative set of procurement rules not in compliance with this Policy. This is
more particularly described in Section VII(c) of this Policy.
(g)Exemptions Authorized by San Bernardino Municipal Code Section
3.04.010(D)(1). Items listed in San Bernardino Municipal Code section
3.04.010(D)(1) shall be exempt from this Policy. This includes, but is not limited
to, purchases/sales from other governmental agencies.
(h)Inadequate Competition. Inadequate competitive is defined as when, after
solicitation from a number of sources (which must be documented for audit
purposes), competition is determined to be inadequate. Inadequate competition
includes the lack of receipt of responsive bids.
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VI. PROTEST PROCEDURES
(a)Right to Protest. Prior to making the award, any responsible bidder in
connection with the award of a contract may protest the award. A subcontractor
of a bidder or proposer may not submit a protest. This Section shall apply to all
contracts awarded by the City Council through a formal competitive process,
including but not limited to a formal bid or formal request for proposal process.
The protest procedure does not apply to contracts that are awarded at the staff
level or through a non-competitive process (e.g., by sole source). The protest
procedure is solely to serve the public interest and obtain finality of City contract
awards.
(b)Procedure. The protest must:
(i) Be filed in writing within five (5) calendar days after the bid opening date
relating to any Bid. Any protest relating to a City determination or
recommendation regarding the bidder’s bid must be submitted within five
(5) calendar days after the City makes the determination or
recommendation
(ii) Clearly identify the specific irregularity or accusation;
(iii) Clearly identify the specific City staff determination or recommendation
being protested, if applicable;
(iv) Specify in detail the legal grounds for protest and the facts supporting the
protest; and
(v) Include all relevant, supporting documentation with the protest at time of
filing.
(c)City Response. Any grounds not raised in the written protest are deemed
waived by the protesting bidder. If the protest does not comply with each of
these requirements, the City may reject the protest without further review. If the
protest is timely and complies with the above requirements, the City shall review
the protest, any response from the challenged bidder(s), and all other relevant
information. The City will provide a written decision to the protestor in a
reasonable amount of time.
(d)Effect of Failure to Comply with Protest Procedures. The procedure and time
limits set forth are mandatory and are the sole and exclusive remedy in the event
of a bid protest. Failure to comply with these procedures shall constitute a failure
to exhaust administrative remedies and a waiver of any right to further pursue the
bid protest, including filing a Government Code Claim or legal proceeding.
(e)Conflicts. The protest procedure contained in this Section shall not apply if a
particular procurement solicitation contains a different protest procedure.
VII. FEDERAL EMERGENCY AND GRANT PROCUREMENT
PROCEDURES
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(a)Purpose. The purpose of these Federal Emergency and Grant Procurement
Procedures is to define the practices and policies governing the procurement of
services, and goods (i) in preparation of, during, and after an emergency that may
be subject to federal funding or reimbursement; (ii) when using federal grant funds
subject to the regulations set forth in the following sentence. These Federal
Emergency and Grant Procurement Procedures are compliant with Title 2 of the
Code of Federal Regulations Part 200, Uniform Administrative Requirements,
Cost Principles, and Audit Requirements for Federal Awards (“Uniform
Guidance”).
(b)Federally Declared Emergencies and Federal Grants; Procurement and
Contracting Requirements
(i) In the event of an emergency declared by the President of the United
States, the City must comply with Federal procurement standards as a
condition of receiving public assistance funding from the Federal
Emergency Management Agency (FEMA) for contract costs for eligible
work. FEMA funding is governed by the Uniform Guidance.
(ii) In addition, most federal grant funding is also subject to the Uniform
Guidance. Federal grant compliance requires the grantee to conduct
procurements in accordance with written procurement policies and
procedures that comply with the requirements set forth in the Uniform
Guidance. These procurement procedures shall be complied with in
connection with utilization of federal grant funding by the City, in addition
to any other specific grant requirements.
(iii) These procedures are in addition to and are not intended to replace or
supersede the City’s other procurement requirements in this Policy or
state law. In the case of a conflict between these procedures, the more
stringent requirement shall govern, provided that the more stringent
requirement would not violate a federal procurement requirement. In
such case, for federally funded contracts, the federal requirement shall
govern.
(c)Conflicts of Interest
(i) Standards of Conduct for Conflicts of Interest. No employee, officer or
agent of the City shall participate in selection, or in the award or
administration of a contract supported by federal funds if a conflict of
interest, real or apparent, would be involved. Such a conflict would arise
when: The employee, officer or agent; any member of his immediate
family; his or her partner; or an organization which employs, or is about to
employ, any of the above, has a financial or other interest in the firm
selected for award. The City’s officers, employees or agents will neither
solicit nor accept gratuities, favors or anything of monetary value from
contractors, potential contractors, or parties to sub-agreements. Such a
conflict will not arise where the financial interest is not substantial, or the
gift is an unsolicited item of nominal intrinsic value. Employees must
follow applicable laws, rules, and regulations in regard to conflicts of
interest including, but not limited to, the Political Reform Act, the
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prohibition against contractual conflicts of interest, and guidelines in the
California Code of Regulations regarding acceptance of gifts.
(ii) Violations. Disciplinary actions to be applied for violations of the above
standards are as follows.
(1) The violation of these Standards of Conduct by City employees will
subject the violator to any disciplinary proceedings or action
deemed appropriate by the City Manager. Employees may correct
a violation in any manner provided for under the Political Reform
Act, and its implementing regulations.
(2) The violation of any of these Standards of Conduct by City officers
will require correction of the violation in any manner provided for
under the Political Reform Act, and its implementing regulations.
(3) Contractors or subcontractors that violate these Standards of
Conduct as relates to an active federally funded procurement may
be prohibited from bidding on the procurement, or may be subject
to other action as deemed appropriate by the City Manager.
(4) Agents of the City that violate these Standards of Conduct as
relates to federally funded procurements may be prohibited from
participation on behalf of the City on federally funded projects, or
subject to other action as deemed appropriate by the City Manager.
(d)Procurement Standards
(i) Oversight. The City shall maintain administrative oversight of contractors
to ensure that contractors perform in accordance with the terms, conditions
and specifications of their contracts or purchase orders.
(ii) Economical Approach. The City must avoid acquisition of unnecessary or
duplicative items. Consideration should be given to consolidating or
breaking out procurements to obtain a more economical purchase. Where
appropriate, an analysis will be made of lease versus purchase
alternatives, and any other appropriate analysis to determine the most
economical approach. The City will enter into state and local
intergovernmental agreements or inter-entity agreements where
appropriate for procurement or use of common or shared goods and
services. If feasible and it reduces project costs, the City will explore using
federal excess and surplus property in lieu of purchasing new equipment
and property. When appropriate, the City will investigate using value
engineering clauses in contracts for construction projects of sufficient size
to offer reasonable opportunities for cost reductions.
(iii) Detailed Records. The City shall maintain records sufficient to detail the
history of each procurement. These records will include but are not
necessarily limited to the following: rationale for the method of
procurement, selection of contract type, contractor selection or rejection,
and the basis for the contract price.
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(iv) Procurement Issues. The City alone shall be responsible, in accordance
with good administrative practice and sound business judgment, for the
settlement of all contractual and administrative issues arising out of
procurements. These issues include, but are not limited to, source
evaluation, protests, disputes and claims. Protest procedures or
information on obtaining the procedures shall be included in the
procurement documents.
(e)Competition
(i) Full and Open Competition. In order to ensure objective contractor
performance and eliminate unfair competitive advantage, contractors that
develop or draft specifications, requirements, statements of work, or
invitations for bids or requests for proposals must be excluded from
competing for such procurements. Some of the situations considered to be
restrictive of competition include but are not limited to:
(1) Placing unreasonable requirements on firms in order for them to
qualify to do business;
(2) Requiring unnecessary experience and excessive bonding;
(3) Noncompetitive pricing practices between firms or between
affiliated companies;
(4) Noncompetitive contracts to consultants that are on retainer
contracts;
(5) Organizational conflicts of interest, as further detailed herein;
(6) Specifying only a “brand name” product instead of allowing “an
equal” product to be offered and describing the performance or
other relevant requirements of the procurement; and
(7) Any arbitrary action in the procurement process.
(ii) Organizational Conflicts of Interest. An unfair competitive advantage could
result if a contractor were allowed to submit a bid or proposal for work
described in a specification or statement of work that the contractor itself
developed. For the purpose of eliminating a potential unfair competitive
advantage, and in compliance with applicable state and federal laws and
regulations, a contractor that develops or assists in developing
specifications, requirements, statements of work, invitation for bids, and/or
request for proposals for City procurement is excluded from competing for
the resultant procurement, unless an appropriate waiver is issued by the
City. All waivers will be assessed by the City on a case-by-case basis.
(iii) Geographical Preference. The City shall conduct procurements in a
manner that prohibits the use of statutorily or administratively imposed in-
state or local geographical preferences in the evaluation of bids or
proposals, except in those cases where applicable federal statutes
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expressly mandate or encourage geographic preference. When contracting
for architectural and engineering (A/E) services, geographic location may
be a selection criterion provided its application leaves an appropriate
number of qualified firms, given the nature and size of the project, to
compete for the contract.
(iv) Procurement Transactions. The City shall require the following information
for procurement transactions:
(1) A clear and accurate description of the technical requirements for
the material, product, or service to be procured. Such description
shall not, in competitive procurements, contain features which
unduly restrict competition. The description may include a
statement of the qualitative nature of the material, product or
service to be procured, and when necessary, shall set forth those
minimum essential characteristics and standards to which it must
conform if it is to satisfy its intended use. Detailed product
specifications should be avoided if at all possible. When it is
impractical or uneconomical to make a clear and accurate
description of the technical requirements, a brand name or equal
description may be used as a means to define the performance or
other salient requirements of procurement. The specific features of
the named brand which must be met by offerors shall be clearly
stated; and
(2) All requirements which the offerors must fulfill and all other factors
to be used in evaluating bids or proposals.
(v) Prequalification Lists. The City shall ensure that all prequalified lists, if
used, of persons, firms or products which are used in acquiring goods and
services are current and include enough qualified sources to ensure
maximum open and free competition. The City shall not preclude potential
bidders from qualifying during the solicitation period.
(f)Procurement Procedures
The thresholds below are federal thresholds. If City thresholds are lower, the more
restrictive requirement shall govern, notwithstanding the provisions herein.
(i) Micro-Purchases. Purchases within the micro-purchase threshold (e.g.,
currently set at purchases of $10,000 or less but periodically adjusted for
inflation) may be awarded without soliciting competitive quotations if the
City considers the price to be reasonable. To the extent practicable, the
City must distribute micro-purchases equitably among qualified suppliers.
(ii) Small Purchases. Purchases within the simplified acquisition threshold
(e.g., currently set at purchases of $40,000 or less) shall not be required to
be formally bid. Price quotations must be received from no less than three
(3) sources.
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(iii) Formal, Sealed Bidding.
(1) Bids are publicly solicited and a firm-fixed-price contract (lump sum
or unit price) is awarded to the responsible bidder whose bid,
conforming to all the material terms and conditions of the invitation
for bids, is the lowest in price. Formal, sealed bidding is required
for purchases greater than the simplified acquisition threshold,
which is currently set at $40,000, or as may be adjusted by the
Federal Acquisition Regulation, pursuant to 48 CFR § 2.101.
(2) This is the preferred method for procuring construction, if a
complete, adequate, and realistic specification or purchase
description is available; two or more responsible bidders are willing
and able to compete effectively and for the business; and the
procurement lends itself to a firm-fixed-price contract and the
selection of the successful bidder can be made principally on the
basis of price.
(3) The City must publicly advertise the Invitation for Bids and publicly
open all bids at the time and place prescribed in the invitation.
(4) Any contracts awarded pursuant to this procedure shall be to the
lowest responsible bidder submitting a responsive bid and shall be
for a firm fixed price. Any or all bids may be rejected if there is a
sound documented reason.
(iv) Competitive Proposals.
(1) When the nature of a procurement does not lend itself to formal,
sealed bidding, the City may solicit competitive proposals. The
technique of competitive proposals is normally conducted with more
than one source submitting an offer, and either a fixed-price or cost-
reimbursement type contract is awarded.
(2) A request for proposals (RFP) must be publicly advertised, and the
City must solicit proposals from an adequate number of sources.
The RFP must identify all evaluation factors and their relative
importance; however, the numerical or percentage ratings or
weights need not be disclosed.
(3) Evaluation factors that will be considered in evaluating proposals
shall be tailored to each procurement and shall include only those
factors that will have an impact on the selection decision.
a. The City’s procurement officer shall establish a formal
evaluation committee, of at least two persons. The size of
an evaluation committee should be based on the size and
complexity of the goods or services being procured and well
balanced and represented by individuals involved with the
procurement and/or affected by the goods or services being
procured.
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b. The evaluation committee will be charged with responsibility
for evaluating proposals in accordance with the evaluation
criteria in the solicitation, short listing firms, establishing a
competitive range, and/or recommending a firm or firms for
contract award.
(4) Any contract awarded based on the competitive proposal
procurement process cannot be based exclusively on price or price-
related factors.
(5) If a contract is awarded, it shall be to the responsible firm whose
proposal is most advantageous to the City (“best value”), with price
and other factors considered.
(v) Competitive Proposals for A&E Services. The competitive proposal
procedures above may be used for procurement of architect and
engineering (A&E) services, provided that proposers must be evaluated
based on competence and qualifications, without regard to price. For A&E
procurements, price will not be used as a selection factor. The City will
rank proposers based on qualifications only, and attempt to negotiate fair
and reasonable compensation with the highest ranked proposer. If
negotiations with the highest ranked proposer are unsuccessful, such
negotiations will be terminated and the City will commence negotiations
with the next highest ranked proposer. This process shall be continued
with successive qualified proposers until agreement is reached that is
determined to be fair and reasonable.
(vi) Noncompetitive Procurements.
(1) Contracts may be procured through a noncompetitive proposal only
when:
a. The item is only available from a single source;
b. The public exigency or emergency for the requirement will
not permit a delay resulting from competitive solicitation;
c. The Federal awarding agency or pass-through entity
expressly authorizes noncompetitive proposals in response
to a written request from the City; or
d. Competition is deemed inadequate after the solicitation of a
number of sources.
(vii) Public Projects. Public projects shall be procured by the City’s formal
contract bid procedures, if any, and the formal, sealed bidding in this
section. If there is conflict between the foregoing, the more restrictive
requirements shall apply.
(viii) Award.
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(1) Responsible Contractor. The City shall award contracts only to
responsible contractors possessing the ability to perform
successfully under the terms and conditions of a proposed
procurement. Consideration will be given to such matters as
contractor integrity, compliance with public policy, record of past
performance, and financial and technical resources.
(2) Debarment and Suspension. In accordance with 2 CFR 200.213,
in connection with the responsibility determination, a check of
debarment and suspension using the System for Award
Management (SAM), www.sam.gov, must be performed and
documented in the procurement records prior to award.
(g)Contracting with Small and Minority Firms, Women’s Business Enterprises,
and Labor Area Surplus Firms
(i) The City must take all necessary affirmative steps to ensure the use of
minority businesses, women’s business enterprises, and labor surplus area
firms when possible, as set forth at 2 CFR § 200.321 and detailed below.
The City shall:
(1) Place qualified small and minority businesses and women's
business enterprises on solicitation lists;
(2) Assure that small and minority businesses, and women's business
enterprises are solicited whenever they are potential sources;
(3) Divide total requirements, when economically feasible, into smaller
tasks or quantities to permit maximum participation by small and
minority businesses, and women's business enterprises;
(4) Establish delivery schedules, where the requirement permits, which
encourage participation by small and minority businesses, and
women's business enterprises;
(5) Use the services and assistance, as appropriate, of such
organizations as the Small Business Administration and the
Minority Business Development Agency of the Department of
Commerce; and
(6) Require the prime contractor, if subcontracts are to be let, to take
the affirmative steps listed in paragraphs (1) through (5) of this
section.
(ii) The City shall document the steps above, and any relevant findings
applicable to any of the steps above in its procurement file.
(h)Cost and Price
(i) Cost or Price Analysis. The City shall perform a cost or price analysis in
connection with every procurement action, including contract modifications,
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in excess of the simplified acquisition threshold. While the method and
degree of analysis depend on the facts surrounding the particular
procurement situation, the City must, at a minimum, make independent
estimates before receiving bids or proposals.
(ii) Profit. The City shall negotiate profit as a separate element of the price for
each contract in which there is no price competition and in all cases where
a cost analysis is performed as required by 2 CFR § 200.323(b).
(iii) Estimated Costs. Costs or prices based on estimated costs for contracts
are allowable only to the extent that costs incurred or cost estimates
included in negotiated prices would be allowable for the City under 2 CFR
200.400 et seq.
(i)Payment Procedures
(i) Method of Contracting. Contracts entered into pursuant to these
procedures shall utilize only fixed-price, cost-reimbursement, or, to a
limited extent, time and materials payment methods.
(ii) Prohibited Methods of Contracting. The City shall not use the cost plus a
percentage of cost or percentage of construction cost methods of
contracting for any work for which federal reimbursement will be sought.
(iii) Time and Materials (“T&M”) Contracts
(1) T&M contracts should be used rarely, and the use of T&M contracts
should be limited to a reasonable time period (e.g., no more than
70 hours) based on circumstances during which the City cannot
define a clear scope of work.
(2) The City shall only enter into a time and materials contract if all of
the following apply:
a. The City has determined and documented in the project file
that no other contract is suitable;
b. The contract has a guaranteed maximum price that the
contractor exceeds at its own risk; and
c. The City provides a high degree of oversight to obtain
reasonable assurance that the contractor is using efficient
methods and effective cost controls.
(3) The City must define the scope of work as soon as possible to
enable procurement of a more acceptable type of contract (i.e., non-
T&M).
(iv) Separate Invoicing. All purchases made during a proclaimed emergency
shall require separate invoicing from routine (i.e., non-emergency related)
purchases. All invoices shall state the goods, services, or equipment
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provided and shall specify where the goods or services were delivered. All
invoices shall specify the location(s) where the goods or services were
used, if possible. Any invoice which fails to properly identify the emergency
nature of the purchase and provide details as to the date(s) and location(s),
as appropriate, shall not be paid until such errors are corrected by the
vendor and re-submitted in correct form.
(v) Auditing of Invoices for Debris Removal. All invoices for debris clearance
and removal shall be audited prior to payment to the contractor.
Contractors shall be notified of this requirement prior to the award of any
contract for debris clearance and/or removal. Audits shall be in accordance
with procedures for debris removal monitoring specified in FEMA’s
Publication 325, Debris Management Guide.
(j)Bonding Requirements
(i) Bonding. For construction or facility improvement contracts or
subcontracts exceeding the simplified acquisition threshold (See 2 CFR
200.88), the City shall require at a minimum:
(1) A bid guarantee from each bidder equivalent to five percent of the
bid price.
(2) A performance bond on the part of the contractor for 100 percent of
the contract price.
(3) A payment bond on the part of the contractor for 100 percent of the
contract price.
(k)Procurement of Recovered Materials
(i) For procurements covered under these procedures, the City and its
contractors must comply with section 6002 of the Solid Waste Disposal Act,
as amended by the Resource Conservation and Recovery Act. In
accordance with these requirements, the City shall only procure items
designated in the guidelines of the Environmental Protection Agency (EPA)
at 40 CFR part 247 that contain the highest percentage of recovered
materials practicable, consistent with maintaining a satisfactory level of
competition; procuring solid waste management services in a manner that
maximizes energy and resource recovery; and establishing an affirmative
procurement program for procurement of recovered materials identified in
the EPA guidelines.
(ii) This requirement applies to purchases of items when the purchase price of
the item exceeds $10,000, or the value of the quantity acquired during the
preceding fiscal year exceeded $10,000.
(l)Contract Provisions. The City’s contracts shall contain the applicable provisions
described in Appendix II to Part 200 – Contract Provisions for Non-Federal Entity
Contracts Under Federal Awards.
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VIII. CONTRACTING
(a) Standard Contract Templates. The City utilizes written contracts to document
each party's obligation and to minimize the City's risks during the performance of
services or supply of goods. Contracts include standard terms and conditions
that serve as the framework and a statement of work that serves as the
substance, of the contract. During the course of the relationship between the
parties, the contract serves as a point of reference which may quickly resolve any
misunderstanding.
(i) The contract templates include forms for: professional and consulting
services, maintenance services, software licensing, and the purchase of
goods. The type of contract used for a particular procurement is
determined by the nature of the transaction. The City has a set of
contract templates that can be found on the City’s Intranet.
(ii) The Purchasing Division can aid departments in determining which type
of contract is needed. Exhibit B provides a brief explanation when certain
contract templates should be used.
(iii) Questions regarding contract terms should be directed to the City
Attorney’s Office. Under no circumstances should contract terms and
conditions be adjusted, changed, or deleted by anyone other than a
representative of the City Attorney’s Office.
(b) Non-Standard Contracts. In some cases, vendor services or products are
specialized, and a department may wish to use the vendor contract. However,
doing so requires specialized legal review. It is important to note that this can add
anywhere from two (2) to four (4) weeks to the contracting process. This
additional time must be allowed for to ensure that the City’s interests are
protected.
(c) Contracts NOT Required. Neither a contract, nor a purchase order is required for
the following: payroll-related expenses such as insurance or retirement payments
as approved by City Council through the budget, other insurance premiums, petty
cash, travel advances or reimbursements, utility payments, membership dues,
subscriptions, debt service, various “pass-through” payments, or other mandated
expenditures. Claim forms should be used to pay these items.
IX. SURPLUS SUPPLIES AND EQUIPMENT
(a) Submitting Reports. The applicable Department Head or their designee(s) will
notify the Purchasing Division in writing of surplus supplies and/or equipment and
request disposal. This notification shall list each item, acquisition date or
estimated age, acquisition price (if known), condition, and any known defect not
readily apparent through visual inspection.
(b) Review. The Purchasing Division shall review the surplus items and determine if
any other City department has a use for the property.
(c) Disposing of Surplus. If the Purchasing Division determines that the surplus
items are not functionally or economically suitable for further City use, they shall
dispose of the items by using a public auction, sealed bids or through negotiated
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sale for items valued at more than $10,000. For recyclable items equal to or less
than $10,000, Purchasing may dispose of those items through a scrap metal or a
recycling vendor if the cost to do so does not outweigh the value received in
return.
(d) Donation. Surplus items valued less than $10,000, for which the City no longer
has an identified use, may be donated to 501(c)3 organizations operating within
the city limits of the City of San Bernardino.
(e) Prohibitions. City employees and/or elected official of the City and their
immediate families shall not be eligible to purchase such surplus materials,
supplies, and equipment.
X. ETHICAL STANDARDS AND FAIR PROCESSES
(a)Ethical Standards for Purchasing. When placing City business with the
business community, it is every employee’s responsibility to follow good business
and ethical practices and to adhere to the City’s applicable law, policies, and
procedures. This is a responsibility that should not be taken lightly as it is a duty
under the law. All vendors shall be treated equally and fairly at all times by City
personnel, with equal information given to each vendor who participates in a
competitive situation. City employees must discharge their duties under this
Policy in an impartial manner to foster the integrity of the City’s purchasing
function and to assure fair and open competition for City business and the
selection of competent, responsible vendors.
(b)Conflicts of Interest.
(i) No employee, officer, or agent of the City may participate in the selection,
award, or administration of a contract pursuant to this Policy he or she
has a real or apparent conflict of interest. A conflict of interest would arise
when the City employee, officer, or agent, any member of his or her
immediate family, his or her partner, or an organization which employs or
is about to employ any of the parties indicated herein, has a financial or
other interest in or a material benefit from a vendor considered for a
contract. The officers, employees, and agents of the City may neither
solicit nor accept gratuities, favors, or anything of monetary value from
contractors or parties to subcontracts, subject to any applicable standards
for determining whether a financial interest is not substantial, or a gift is
an unsolicited item of nominal value.
(ii) California Government Code § 1090 prohibits City officers and employees
from having a financial interest in any contract "made" by them or by any
board or body of which they are members. Virtually all City Council
members, officers, employees, and consultants of a public entity are
considered public officials under Government Code §1090. In a case
where a consultant is developing a scope of work for a future project,
creation of that scope of work is considered part of the “making” of the
contract and defined by Section 1090. As such the consultant would be
prohibited from submitting a proposal and/or being awarded a contract for
the work.
(c)Communications Related to Solicitations.
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(i) Bidders, proposers, and other potential vendors shall not contact City
officials outside of the solicitation process and shall not make any efforts
to unduly influence City decision-making or otherwise gain an unfair
advantage outside of the solicitation process. Improper contacts or
attempts to influence the selection process shall be grounds for automatic
rejection.
(ii) To the maximum extent feasible, City representatives shall provide each
vendor with the same information related to the solicitation. For formal
bids, RFP’s and RFQ’s, such information shall be provided in the form of
an addendum to the solicitation.
(d)Confidentiality and Transparency.
(i) Negotiations related to any solicitation shall be maintained with strict
confidentiality. No City official or employee with knowledge of the City’s
bargaining position, or of the non-public position of other bidders or
proposers, shall disclose such information for purposes of aiding a
particular vendor, giving an advantage to a particular vendor over other
bidders or proposers, or otherwise corrupting or frustrating the City’s
procurement efforts. This Section does not prevent the City’s designated
representative from engaging in negotiating tactics to obtain the best
value to the City.
(ii) All bids, proposals, quotes, and any related documents, including
communications such as e-mails related to solicitations, are public
records and shall be made available to the public upon request. However,
public records may be withheld from disclosure while negotiations are
pending, in accordance with applicable law.
(iii) To the extent a solicitation involves proprietary information or trade
secrets, vendors should mark the proprietary information as confidential.
Information that is not proprietary or a trade secret shall not be marked
confidential. Unless a law specifically and expressly allows price
information to be confidential, all price proposals and other financial terms
shall be public.
(iv) City Council decisions on all contract awards shall strictly comply with the
Ralph M. Brown Act (Government Code sections 54950, et seq.). City
Council members and staff should not engage in any series of
communications that result in a majority of the City Council deliberating
on a proposed contract award outside of a properly noticed City Council
meeting.
(e)Disclosures.
(i) Solicitations should require that bidders, proposers and other potential
vendors disclose: (1) any ex parte contacts made by the vendors or made
by City officials to the vendors outside of the official procurement process,
(2) any gifts, loans or other benefits (other than campaign contributions)
made to City officials within the 12 months preceding the solicitations, (3)
whether the vendor has knowledge that a City official will be financially
interested in the contract. Vendors shall promptly notify the City if any City
official requests any payment, contribution or any other quid pro quo in
exchange for award of a contract.
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(ii) Vendors may be required by the Political Reform Act, and/or the Fair
Political Practices Commission to disclose financial interests on the Form
700. Such vendors shall comply with all disclosure requirements.
(f)Discipline/Censure. Violations of the ethical and fair process requirements
contained in this Section may be grounds for discipline (if by an employee) or
censure (if by an elected official). Criminal violations, such as willful violations of
Government Code section 1090, may be reported to the San Bernardino County
District Attorney.
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EXHIBIT A
EXPENDITURE AND AUTHORIZATION THRESHOLDS REFERENCE
Purchasing Requirements by Expenditure Threshold
Purchases up to $10,000 (Micro-Purchases):
•Purchases up to $10,000 may be purchased using a Procurement Card
(“P Card”) or through a check request.
•No formal bids or quotes are required.
•Purchases of $10,001 and over shall not be divided into multiple smaller
purchases or invoices to circumvent required procedures. This is “split
purchasing” and is unlawful and a violation of the Policy and the San
Bernardino Municipal Code. (M.C. § 3.04.090).
Purchases Between $10,001 and $40,000 (Smal Purchases):
•Purchases in this category are processed informally through the simplified
process outlined in Section III of this Policy and may be processed
directly by the department making the purchase.
•Competitive Bidding may be used for purchases under $40,000 at the
discretion of the Agency or Department Director.
Purchases Above $40,000:
•Purchases in this category are subject to competitive bidding or
competitive selection outlined in Section IV of this Policy, depending on
the type of purchase (formal procurement procedures).
Purchasing Authority
Purchases up to $50,000:
•Purchases in this category may be authorized and signed by
Agency/Department Directors and/or the City Manager and/or their
designee.
Purchases between $50,001 and $100,000:
•Purchases in this category may only be authorized by the City Manager
or their designee.
Purchases over $100,000:
•Purchases in this category may only be authorized by the Mayor and City
Council.
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EXHIBIT B
CONTRACTING GUIDE
Under this Policy, certain contract types are likely to arise for the purchase of goods and
services. Here is a brief description of an appropriate situation to use each template.
Goods Purchase Agreement – To be used when the City desires to purchase goods totaling
above $5,000.
Maintenance Services Agreement - To be used for routine maintenance/repair work of a non-
professional nature, such as: landscape, traffic signals, electrical, street sweeping, HVAC, and
plumbing.
Nuisance Abatement Services Agreement – To be used when the City desires to engage a
third party to take action to remove a public nuisance.
On-Call Professional Services Agreement - To be used when the City desires to engage a
professional to engage in certain services on an as-needed basis.
Professional Services Agreement – To be used for professional consultant work, such as non–
design engineering, economic, accounting, legal, financial, and administrative work.
Professional Services Agreement (Federal) – To be used for professional consultant work that
also involves the use of Federal funds.
Professional Software Services Agreement – To be used for the purchase of software services.
Request for Proposals – To be used when the City desires to solicit services or purchase goods
which either require bidding or for which bidding is appropriate. Please note that requests for
proposals that relate to state or federal funded projects may require additional terms in
accordance with grant agreements.
Request for Qualification (RFQual) – To be used when the City desires to solicits firms to submit
information about their qualification and capabilities to perform the type of work associated with a
proposed project. An RFQual may be used as a pre-qualification step to engaging a service
provider. If an RFQual is required, only those candidates who successfully respond to it and meet
the qualification criteria will be included in the subsequent procurement process. An RFQual will
contain specific reference to selection criteria.
Request for Quote (RFQ) – To be used when the City desires to solicit firms to submit pricing
for products or services where the requirements are standardized or produced in repetitive
quantities.
Short Form Services Agreement – To be used for low risk or uncomplicated services that do
not require formal bidding. Should not be used for public works projects.
Vendor Services Agreement – To be used when the City desires to solicit services other than
Professional, Design, or Construction Services.
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager; Barbara Whitehorn,
Agency Director of Administrative Services
Department:Finance
Subject:Technical Correction to Fiscal Year 2022/23 1st
Quarter Report (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Adopt Resolution No. 2023-022 of the Mayor and City Council of the City of San
Bernardino, California, approving the increase to the salary ranges for
Forensics Specialist II and Community Service Officer.
2. Approve the amendment of the city-wide salary schedule for full-time, part-time,
temporary, and seasonal positions.
Background
On December 7, 2022 the Fiscal Year 2022/23 1st Quarter Report was taken to the
Mayor and City Council. Resolution No. 2022-268 was adopted which authorized the
Agency Director of Administrative Services to amend the FY 2022/23 budget, establish
a new classification, increase salaries for various positions, and amend the city-wide
salary schedule. Within the 1st Quarter Report for FY 2022/23 there were two technical
errors in the salary range increases that need correcting.
Discussion
The first correction is the recorded monthly dollar amounts for the Forensics Specialist
II position. While the three-digit salary code that the classification was being increased
to was correct, the listed monthly dollar amounts were incorrect in both the staff report
and resolution. Therefore, the increase of the salary range for the Forensics Specialist
II classification is from 460, $4,736.84/month - $5,758.03/month to 478,
$5,182.36/month - $6,299.29/month.
The second correction is the recorded monthly dollar amounts for the Community
Service Officer position. While the three-digit salary code that the classification was
being increased to was correct, the listed monthly dollar amounts were incorrect in both
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the staff report and resolution. Therefore, the increase of the salary range for the
Community Service Officer classification is from 410, $3,691.98/month -
$4,487.20/month to 427, $4,018.03/month - $4,884.27/month.
2021-2025 Strategic Targets and Goals
The requested corrections to salary range rates align with Key targets No. 2b:
Focused, Aligned Leadership, and Unified Community – Build a culture that attracts,
retains, and motivates the highest quality talent.
Fiscal Impact
There is enough salary savings within the adopted budget to cover the salary rate
increases within this recommendation.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Adopt Resolution No. 2023-022 of the Mayor and City Council of the City of San
Bernardino, California, approving the increase to the salary ranges for
Forensics Specialist II and Community Service Officer.
2. Approve the amendment of the city-wide salary schedule for full-time, part-time,
temporary, and seasonal positions.
Attachments
1. Attachment 1 – Resolution 2023-022
2. Attachment 2 – Q1 Staff Report & Unsigned Resolution 12.7.22
3. Exhibit A – City-wide Salary Schedule
Ward:
All
Synopsis of Previous Council Actions:
December 7, 2022 Mayor and City Council adopted resolution 2022-268 approving
the 1st Quarter General Fund amendments totaling $2,394,949.
June 1, 2022 Mayor and City Council adopted the Annual Operating Budgets
for Fiscal Year 2022/23 and Fiscal Year 2023/24 and the CIP
2023-27.
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Resolution No. 2023-022
Resolution 2023-022
February 1, 2023
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RESOLUTION NO. 2023-022
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVING THE INCREASE TO THE SALARY RANGES
FOR FORENSICS SPECIALIST II AND COMMUNITY
SERVICE OFFICER AND AMEND THE CITY-WIDE
SALARY SCHEDULE FOR FULL-TIME, PART-TIME,
TEMPORARY, AND SEASONAL POSITIONS.
WHEREAS, to keep momentum of growth and opportunity within the city, departments
require additional funding.
WHEREAS, the salary ranges for Community Service Officer and Forensics Specialist II
will increase to make the positions more competitive in the labor market; and
WHEREAS, the salary schedule includes all adopted and approved classifications and
salaries; and
WHEREAS, the salary schedule meets the California Public Employees Retirement
Systems (CalPERS) pay rate reporting requirements in accordance to Government Code Section
20636 defining “Compensation Earnable” and the California Code of Regulations (CCR) Section
570.5;
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The salary range for Community Service Officer, Range 427, $4,018.03 -
$4,884.27/month, is hereby amended.
SECTION 3. The salary range for Forensics Specialist II, Range 478, $5,182.36 -
$6,299.29/month, is hereby amended.
SECTION 4.The City-wide salary schedule for all City of San Bernardino’s
classifications attached hereto and incorporated herein as Exhibit A, is hereby approved.
SECTION 5.That the City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
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Resolution No. 2023-022
Resolution 2023-022
February 1, 2023
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SECTION 6.Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7.Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ___ day of __________ 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2023-022
Resolution 2023-022
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2023-022, adopted at a regular meeting held on the ___ day of _______ 2023 by
the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________
2023.
Genoveva Rocha, CMC, City Clerk
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DISCUSSION
City of San Bernardino
Request for Council Action
Date:December 7, 2022
To:Honorable Mayor and City Council Members
From:Robert D. Field, City Manager;
Barbara Whitehorn, Agency Director of Administrative Services
Department:Finance
Subject:Fiscal Year 2022/23 1st Quarter Report (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Accept the Fiscal Year 2022/23 1st Quarter Report;
2. Authorize the Agency Director of Administrative Services to Amend the Fiscal
Year (FY) 2022/23 Budget as outlined in the FY 2022/23 1st Quarter Report;
3. Adopt Resolution No. 2022-268 of the Mayor and City Council of the City of San
Bernardino, California, approving the 1st Quarter General Fund Budget
Amendments totaling $2,088,110; allocating $1,000,000 of Measure S funds for
further development of the Investment Playbook; and allocating $20,150,000 of
American Rescue Plan Act Funds for the Housing Initiative and Navigation
Center; and Temporary Housing Funds for American Sports University Tenants.
4. Approve the following:
a. Deputy Director of Operations (U) job classification;
b. Salary range increases to the following positions: Equipment Mechanic I
(Flex), Equipment Mechanic II, Programming/Traffic Assistant, IT Analyst I
(Flex), Senior IT Technician, Community Service Officer, Forensics
Specialists II, Lead Forensics Specialist, and Forensics Supervisor;
c. Amendment of the city-wide salary schedule for full-time, part-time,
temporary, and seasonal positions.
Background
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This Staff Report is divided into three main sections:
1)Financial Performance, which will discuss the financial performance of the City in
FY2021/22 and through Quarter 1 of FY 2022/23;
2)Meeting the Needs of the Community, Customers and Departments, in which
individual department goals and needs are discussed and addressed; and
3)Strategic Initiatives, in which key City initiatives including the Investment Playbook
and the Homeless Navigation Center are discussed.
Because these areas and initiatives require discussion at the City Council level, and
decisions regarding funding they have been brought forward as a single staff report.
The City continues to make great strides in the last few months in providing services for
the community while remaining fiscally prudent. The City of San Bernardino officially exited
bankruptcy on September 8th, 2022 when U.S. Bankruptcy Judge Scott C. Clarkson
issued an order discharging the City of San Bernardino’s bankruptcy case, bringing an end
to a process that began over ten years ago. The City has been actively allocating resources
to make San Bernardino’s progress obvious: repaving streets, trimming trees, renovating
parks and senior centers, redeveloping underutilized parcels, cleaning graffiti and
sidewalks, adding large murals and painting utility boxes with bright colors and
neighborhood themes, and hosting events to boost engagement and pride in the
community.
The City also marked local history with the official launch of first-ever scheduled passenger
flights out of San Bernardino International Airport and the Parks, Recreation and
Community Services Department put on the first annual San Bernardino Festival on
October 9 at Seccombe Lake Park.
Discussion
Financial Performance
The City of San Bernardino is in a period of growth and opportunity. Strong revenue
performance and operational savings in departments during FY 2021/22 led to an increase
in total fund balance (spendable and non-spendable) of almost $7.5 million leaving total
fund balance at $104.3 million, with fully funded reserves of $32.7 million and over $22.3
million in unassigned fund balance. Year-end entries for FY 2021/22 are still occurring and
being finalized within the Accounting Division; therefore, these numbers are preliminary,
unaudited estimates and may change with audit adjustments before the Annual
Comprehensive Financial Report (ACFR) is issued for Fiscal Year 2021/22.
The City entered into a biennial budget for Fiscal Years 2022/23 and 2023/24 with a budget
including anticipated increases in sales tax collections and modest increases in other
revenue streams. The City is primarily a sales-tax dependent city, with Sales and Use Tax,
and the Measure S Transaction and Use Tax representing nearly 50% of all FY 2022/23
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General Fund revenue in the adopted budget. Sales tax receipts are reported and remitted
to the State on a monthly basis and the City receives its remittance two months after the
taxes are collected. Final sales tax receipts for FY 2021/22 exceeded expectations.
Specifically, Measure S was expected to bring in approximately $42 million for the fiscal
year. Measure S receipts totaled $49,424,028 in Fiscal Year 2021/22; 18% higher than
expected. The higher than anticipated revenue was accompanied by additional costs,
including the sales tax revenue sharing agreements, which increase with increased sales
tax receipts. The City also added forty-four (44) positions, increased investment in capital
projects, and dedicated more funding to maintenance contracts. Thus, while revenues
were markedly higher than expectations, expenditures were deliberately increased to take
advantage of the additional funds so that the City can begin to address its significant
service needs and deferred maintenance.
Overall, unaudited General Fund revenues came in at approximately $155.5 million and
expenditures at $148 million, for an approximate $7.5 million increase in fund balance, as
stated above. Again, it should be noted that the City’s financial audit is not complete, and
these numbers remain subject to change.
As discussed above, sales tax receipts are received two months in arrears, therefore, first
quarter financial results, July through September 2022, show only one month of sales tax
receipts. To date, the receipts for Fiscal Year 2022/23 are relatively on budget. Revenue
results are detailed below with notes.
Sales and Use Taxes and Measure S Transaction and Use Tax (a) represent only one
month of collections. Measure S receipts are almost exactly on budget with July receipts
equaling 8.6% of the expected revenue for the year. Sales and Use Taxes came in just
slightly higher at 9.1% of total revenue for the year. Other taxes, which include Transient
Account Classification
Adopte d
Budge t
Ame nde d
Budge t
Ye ar-to-Date
Se pt. 30, 2022 Note s
Sales and Use Tax 50,000,000$ 50,000,000$ 4,531,123$ a
Measure S Sales Tax 46,000,000$ 46,000,000$ 3,949,777$ a
Property Taxes 22,500,000$ 22,500,000$ -$ b
Uti li ty Users Tax 21,430,500$ 21,430,500$ 4,196,946$ c
Licenses & permi ts 12,430,000$ 12,430,000$ 3,659,135$ d
Franchi se Tax 11,781,000$ 11,781,000$ 439,960$ c
Other Taxes 11,656,000$ 11,656,000$ 1,507,316$ a
C harges for services 8,232,400$ 8,232,400$ 2,209,195$ d
Intergovernmental 2,367,000$ 2,367,000$ 315,105$ e
Fines and forfei tures 1,365,500$ 1,365,500$ 225,623$ f
Mi scellaneous 1,181,556$ 1,181,556$ 94,181$ e
Use of Money and Property 529,000$ 529,000$ 168,202$ e
Investment i ncome 525,000$ 525,000$ 218,065$ g
Total R evenues 189,997,956$189,997,956$21,514,629$
City of San B ernardino FY 2022/23 R evenues
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Occupancy Tax (hotel and motel tax), Cannabis Tax, Tow Franchise and others are
anticipated to meet budget over the course of the year. No Cannabis Tax revenue was
received during the first quarter of Fiscal Year 2022/23; however, subsequently $605,692
has been collected.
The majority of the Franchise Taxes (b) are not remitted until later in the year, and Property
Taxes in Lieu of Vehicle License Fees (VLF) are submitted to the City in two payments,
one in January and one in June. Utility Users Tax (UUT) (c) is on track to meet budget
projections though this revenue stream has been in decline over the past few years. This
tax is dependent on utility usage and therefore weather conditions and consumer choices
impact this revenue source.
Licenses and Permits (d) and Charges for Services are ahead of expected budget for
Quarter 1 at 29.4% and 26.8% respectively. Miscellaneous Revenue (e) includes the
transfer from the Water Department, which is received annually, and Intergovernmental
(e) and Use of Money and Property revenues, which are not received on a regular
schedule.
Fines and Forfeitures Revenue (f) is at about 16.5% of the expected budget with Library
Fines exceeding the expected budget for the year. Parking citations are behind budget at
13.7% of budgeted revenues collected. Staff will continuously monitor this revenue to
determine if the anticipated budget should be adjusted downward at mid-year. Investment
Income (g) is at 41.5% of the expected budget due to the City’s higher fund balance, the
American Rescue Plan funds, and higher interest rate environment.
With the limited financial information available at the end of the first quarter, it is difficult to
estimate the future revenue performance; however, revenue performance currently
remains stable. The City should be cautious due to the unknowns with the economy. Most
importantly, as seen in the performance of the two largest sources of revenue for the City,
Sales and Use Tax and Measure S, both came in slightly lower than expected for the first
quarter but within expectations; however, in October (August sales), Measure S came in
at $4 million and Sales and Use Tax at $4.7 million, both below budget, demonstrating
some volatility. Staff will continue to monitor economic indicators and revenue trends to
ensure that the City is able to plan for any major changes and pivot if necessary.
General Fund Expenditures
Departments are continuing to work to fill positions to maintain and improve service levels
and implement new programs and initiatives city-wide. The 1st quarter report provides a
snapshot of where department expenditures currently stand. General Fund expenditures
are summarized by department below.
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It is important to note that in the table above the amended expenditure budgets includes
carryovers of encumbered funds for contracts entered in FY 2021/22 and prior years.
Annually, the City must carryover open purchase orders and the related encumbrances to
fulfill these contracts. These encumbrances are recorded as part of the fund balance at
the end of the fiscal year and then added to the next year’s operating budget.
Also important to note is that the Police Department (a) appears to have spent nearly
44.6% of their annual budget because the City pays its CalPERS Unfunded Actuarial
Liability (UAL) payment annually in July. For the Miscellaneous (non-safety) plan, this
expense is spread throughout all the non-safety departments, and therefore does not have
a major budget impact on any one department. However, the entire Safety Plan UAL
payment is paid from the Police Department budget, which significantly skews the
department’s first quarter results. The City makes the UAL payments in July rather than
monthly to avoid paying interest and fees throughout the year to CalPERS. The payment
for the Miscellaneous Plan for FY 2022/23 was $10,176,430 and the Safety Plan payment
was $23,994,586. Paying upfront saved the City $1,364,300 for FY 2022/23.
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Departments that are on track with budget or are tracking just slightly over due to the UAL
payment include (b) City Council, the Mayor’s Office, Finance, Library, Parks, Recreation
& Community Services, and the City Manager’s Office. Community, Housing and
Economic Development and the City Clerk’s Office are on track with expected budget
expenditure levels. Departments that are below expected expenditure levels are (c)
Human Resources, and Public Works, Operations and Maintenance due to salary savings.
Legal Services is also below 1st quarter expectations due to the billing schedule. Capital
projects payments (d) do not go out until projects reach benchmarks or are completed;
funds are encumbered as soon as contracts are signed. In general, the first quarter
expenditures show some savings due to vacancies, personnel turnover rates, and difficulty
recruiting. Staff continues to work on staffing levels and are actively working to find
solutions to maintain service levels in the interim. Other than salaries and benefits related
to vacancies, most expenditures are on track with budget.
Meeting the Needs of the Community, Customers, and Departments
As San Bernardino is seeing more development, an uptick in permitting activity, the
attraction of new businesses, and ramping up capital investments throughout the City,
staffing continues to be a challenge. Departments are working diligently to respond to
increasing developer interest in the City. The City continues to see record numbers of
building permits, higher planning activities, and is working to bring on additional staff to
address community concerns. Responding to the community, addressing customer needs,
and delivering on Council initiatives while trying to recruit and fill the key positions in
multiple areas creates bottlenecks and delays deliverables. Several operational
improvements and initiatives are in various stages of planning and execution, while
departments continue to recruit to fill critical positions for community initiatives.
Animal Services
During the first quarter of FY 2022/23 the Animal Shelter was responsible for impounding
and caring for over 1,400 animals, facilitating adoption events that resulted in 638
adoptions, reunited 148 lost pets with their owners, and sent 448 pets to rescue partners.
The Animal Control Officers continue to work hard throughout the City and have responded
to over 3,200 calls for service. After the separation from the Police Department to create
its own department, the Police Department continued to provide all dispatch services for
Animal Control Officers in the field. Due to staffing shortages in dispatch at the Police
Department, Animal Services has now taken over dispatching duties for Animal Services.
Currently the department utilizes borrowed County equipment to dispatch incoming calls
for service to the Animal Control Officers. There is a dire need to purchase equipment, as
well as new radios, for staff in the field. The cost for each radio and required programming
is approximately $6,000. An amendment of $100,000 is needed in FY 2022/23 to purchase
dispatch consoles and nine new radios for the field.
Summary of Requests
One-Time: $100,000
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City Clerk
During the first quarter of FY 2022/23 the City Clerk’s department processed 370 California
Public Records Act Requests and began a city-wide records management project by
meeting with individual departments to assess needs and draft new retention schedules.
In FY 2021, the Clerk's Office reopened the Passport Acceptance Facility to provide much-
needed passport service to the community. These services are available on a part-time
basis only and part-time staff was requested to assist with operations. After operating for
over a year, and considering the demand for services, the Department believes it is
necessary to have a full-time staff person to operate the passport office. There are
sufficient savings within the department to reclassify the part-time position into a full-time
Customer Service Representative position. This will result in an ongoing cost of $75,884
inclusive of benefits and taxes.
The Department is also requesting additional funding for staff professional development.
An amendment of $1,950 in FY 2022/23 will allow staff to obtain training through the City
Clerk’s Association of California throughout the year and attend the City Clerks Association
Annual Conference.
Summary of Requests
One-Time: $1,950
Ongoing, future years: $75,884
Community Housing & Economic Development (CED)
Code Enforcement Division. With the hiring of more Code Enforcement Officers. the
Division requires more handheld radios, as well as additional funding for overtime to
address the increased demand for after-hours call outs for emergency situations. The
equipment costs are approximately $80,000 and the overtime funding needed is
approximately $20,000. The equipment is a one-time cost (with a useful life of more than
10 years). The need for overtime will be assessed quarterly.
Planning Division. The Planning Division is currently experiencing an ever-increasing
workload due to the influx of development applications, building permit and plan check
review submittals, phone and public counter traffic, and several other large City-initiated
efforts. There is a need to bring in short-term contract staff to assist with processing the
backlog of building permit plan checks and administrative planning cases. Contract staff
will also provide backup assistance at the front counter, field phone inquiries as needed,
and perform planning research to allow existing staff to focus on other time-sensitive
projects. The cost of adding short-term contractors is approximately $250,000 for the
remainder of FY 2022/23, of which $95,000 is being requested. The remainder will be
covered through internal salary savings within the department.
With the increasing workload, adding short-term contract staff will help bridge the gap;
however, additional permanent staff is needed to keep up the momentum the planning
team has built over the past eight months, and to jumpstart the vision for a long-term
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solution in Planning. The Planning Division is requesting one (1) Senior Planner and one
(1) Assistant Planner to help Division keep up with the increasing developer interest in the
City. When the Division is fully staffed and these positions are filled, it should eliminate the
need for the short-term contracted services. These positions require an amendment of
$125,455 for the remainder of FY 2022/23 and will have an ongoing fiscal impact of
$257,195.
Multiple Divisions – Software. Community and Economic Development has also identified
a critical need for enhanced software that will enable the Housing Division, Real Property
and Economic Development to have a project management tool to perform the following:
manage the entitlement processes with developers, analyze visual data, track projects and
properties long-term through the life of the covenants, manage leases, allocate financing
from locations for cost association, etc. This will create a centralized database accessible
to users which will enable management reports, centralize documents, and standardize
procedures for the handling of City owned assets and leases going forward. The cost of
this enhanced software is approximately $18,000 of which $9,000 will be funded through
the General Fund and $9,000 will be covered through Community Development Block
Grant (CDBG) funds. This is a one-time cost; however, there will be ongoing software
maintenance costs associated with the software that the Department will include in future
budgets.
Housing Division. The City has a critical need to develop a strategy to reduce
homelessness. As a first step, the Housing Division must establish a Navigation Center to
help unhoused residents and those at risk of homelessness. As previously discussed with
City Council (and discussed in detail below under “Strategic Initiatives”), the City has the
opportunity to transform a 2.48-acre former school campus into a community space that
can provide a variety of onsite support services, recuperative care, counseling, job training
and housing navigation. In order to fulfill this project, the Housing Division needs an
architect to design the campus with buildings that are safe, functional, sustainable, and
aesthetically pleasing. This one-time cost is approximately $50,000 and will be covered
through CDBG funds.
Real Property Division. The Real Property Division moved to Community and Economic
Development from Public Works at the beginning of FY 2022/23. With this shift, and with
personnel requiring sufficient education and training to excel in the Division, a budget
increase of $2,620 is needed to obtain International Rights of Way Association
memberships and credentialing for staff’s professional development.
Economic Development Division. The Economic Development Division has actively been
engaged with the business community to inform them of current opportunities within the
City. The Division has also deployed the American Rescue Plan Act Grant program for
small businesses and non-profits and continues to develop stronger methods for
performing business outreach with the intention to further improve and expand
connections with the local business community. To continue the momentum they have
built, the Division needs the help of a professional firm to more effectively communicate
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city-wide projects, community events, milestones, and accolades through various media.
This is an ongoing cost of approximately $45,000. In addition, the Division is requesting
one (1) Economic Development Specialist to manage the business attraction and retention
program and support working with the Chamber of Commerce and the County Economic
Development Office. The cost for the additional staff for the remainder of this fiscal year is
$56,704, with an ongoing fiscal impact of $115,925 annually inclusive of taxes and
benefits.
Summary of Requests
One-Time: $186,620 (General Fund)
One-Time: $59,000 (CDBG)
On-going, FY 2022/23: $247,159 (General Fund)
On-going, future years: $418,120 (General Fund)
Finance
Thanks to the hard work of the Accounting and Budget Divisions, the City received both
the Government Finance Officers Association (GFOA) Certificate of Achievement for
Excellence in Financial Reporting and the Distinguished Budget Presentation Award from
GFOA again. The Treasury Division successfully implemented the updated Cash Handling
Procedures in April 2022 and has trained Departments city-wide on proper cash-handling
procedures. They have now fully trained all personnel that deal with cash including
supervisors and Directors, and conduct ongoing training for new personnel. All staff that
handle cash must complete the training annually. Cash handlers receive a certificate upon
completion of the training, and the date of completion. Treasury staff tracks the training
dates and will send reminders to cash handlers when they are due to complete their annual
training.
The Purchasing Division recently hired a Disadvantaged Business Enterprise Specialist,
who will be developing a program for outreach, training and education, and tracking
minority owned, and other disadvantaged business enterprises for the City.
Grants Division. The Grants Division continues to establish itself within the City and partner
with Departments to help manage existing grants and seek new funding opportunities.
During the first quarter, the Division began building a city-wide grant document repository
and is currently in the data collection phase. A grant opportunity tracker and methods for
pursuing them has been built with the help of the City’s grant consultant, Renne Public
Policy Group (RPPG) and a Grants Administration Manual is nearing completion. Staff
believes it would be beneficial to extend the grants consulting contract with RPPG past
the original term date of December 2022 and request an amendment of $46,000 to the
Division’s budget. This amount is to allow for the contract extension and to appropriately
reflect the full contract amount for RPPG within the Grants Division.
Summary of Requests
One-Time: $46,000
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Information Technology (IT)
IT is a critical department within the City as it ensures that the City stays current in
technology advances, connected, and keeps things running in the background of day-to-
day operations. During the first quarter, the Department did a city-wide application of
DocuSign to improve internal efficiencies, facilitated the implementation and use of
PrimeGov software city-wide in conjunction with the City Clerk’s team, and assisted the
Police Department in the transition from 1 GB to 10 GB internet speed capacity, which
required them to replace the two core firewalls with more capacity and newer hardware.
IT has been working to improve the City’s security and upgrade servers and software, as
well as conducting training for City employees. The trainings have been in the form of
“phishing” emails with links that if clicked on, send the recipient to a training about cyber
security and how to identify phishing attempts. This training campaign is part of a free
program sponsored by the Department of Homeland Security, which is also doing a full
security assessment for the City.
Client Services Division. Staff recommends that all Windows Operating Systems be
replaced with the current version of Windows 11 including hardware. To replace the older
versions with Windows 11 an amendment of $250,000 is needed within the Department’s
budget to capture all costs associated with this upgrade.
Public Safety Division. The Public Safety Division within IT is responsible for maintaining
the crime analytics tool, CrimeView. This mapping tool displays specific crime data on a
map and is used by the Police Department Crime Analysis staff and the Command staff.
The current CrimeView System is nearing end-of-life and will no longer be supported by
the vendor. Staff recommends purchasing the cloud-based version of CrimeView to
replace the current version because the software is a crucial tool for the Police Department
and assists in transparency for the public. The one-time cost for this upgrade is
approximately $30,000. There will be ongoing software maintenance costs; however, while
the amount may vary somewhat from the existing budgeted cost, software maintenance is
already included in the Department’s budget and will be adjusted as necessary.
Summary of Requests
One-Time: $280,000
Library
During the first quarter, the Library continued to offer exceptional resources to the
community and saw an increase in foot traffic within all libraries. In the 1st quarter, the
Library had 1,132 participants in the Summer Reading Program, set a new record of nearly
1,300 Overdrive eBook and eAudiobook checkouts in September, and had an estimated
total of 26,657 patrons who visited the City’s libraries. Unfortunately, the Department only
has ten of the fifteen total authorized positions filled that provide direct public services.
Seven are spread among the three public service counters at Feldheym Library leaving
only one for each of the three branch libraries. Due to staff turnover, the Department often
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operates with less staff than what is necessary to provide high-level customer service to
the community. Staff recommends adding an additional full-time Library Technician I to
help bridge this gap. The additional position would cost $35,000 for the remainder of FY
2022/23 with an ongoing fiscal impact of approximately $61,525, inclusive of benefits and
taxes.
Summary of Requests
Ongoing, FY 2022/23: $35,000
On-going, future years: $61,525
Parks, Recreation & Community Services
The Parks, Recreation & Community Services Department has been hosting events
throughout the City to engage the community and increase youth sports registration
numbers. They have also hosted several events for the senior community within the Senior
Nutrition Program. The Department also took over the Military Banner Program and with
the purchase of a special printer, the Department is able to take requests and create the
banner in house so that the City is now able to honor more of our local heroes than ever
before. The Department is requesting additional funding for banner materials, ink, thread,
and other miscellaneous supplies to keep up with the demand for the banner requests.
The cost of these additional supplies is approximately $7,000, which is anticipated to be
an ongoing cost.
The Parks, Recreation and Community Services Department will be bringing additional
requests at mid-year, including a Park Ranger program and other additions to staffing that
will enhance service delivery and community engagement.
Summary of Requests
Ongoing, FY 2022/23: $7,000
Ongoing, future fiscal years: $10,000 (estimate)
Police Department (PD)
The Police Department has continued to seek grant opportunities within the first quarter
and has already accepted and been awarded over $1,000,000 in grant and contract
awards. The Department has also successfully hired ten (10) Police Officers, and seven
(7) professional staff employees, as well as seven (7) Law Enforcement Trainees. While
the Department continues to work on increasing staffing levels to allow for more uniformed
officer presence in the community; improvements to assist professional staff with day-to-
day productivity are needed. For instance, with the way Police evidence is stored, all
evidence must be maintained until a case is adjudicated or released by the court.
Currently, the Department’s system is manual and extremely time-consuming to manage.
Obtaining an automated evidence inventory database for barcoding and cataloging all
police evidence will allow the Police staff to improve and streamline daily evidence
management duties, reduce repetitive and error-prone manual tasks, and increase the
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overall efficiency of the unit. The estimated cost for this software is $130,000. Ongoing
software maintenance costs will be included in future budgets.
Staff also recommends the addition of eleven (11) professional support staff within the
department, which will not only improve customer service, but will also allow sworn,
uniformed officers who have been covering these roles to spend more time on more critical
duties. The additional professional staff recommended are: (4) Community Service
Officers, one (1) Accounting Technician I (Flex), three (3) Police Records Technicians I
(Flex), one (1) Senior Office Assistant, one (1) Crime Analyst, and one (1) Police
Dispatcher I (Flex). These additions in personnel will help alleviate the administrative tasks
that sworn Police Officers are currently tasked with due to professional non-sworn staffing
shortages within the department. Staff continues to work collaboratively with the Chief of
Police to address the non-sworn staffing levels needed to support the nearly 16.5%
increase in sworn personnel since FY 2019/20. The addition of these eleven personnel
will cost approximately $394,496 for the remainder of the current fiscal year and will have
an ongoing fiscal impact of approximately $901,549, inclusive of benefits and taxes.
The Police Department continues to have a shortage of non-sworn support positions that
will be brought forward as funding is available and economic conditions appear favorable
to add staff across the organization.
Summary of Requests
One-Time: $130,000
Ongoing, FY 2022/23: $394,496
Ongoing, future fiscal years: $901,549
Public Works (PW)
The Public Works Department has a visible and tangible effect on the community, and they
continue to do great work to improve the City, filling potholes, rebuilding and repaving
streets, doing concrete work, removing graffiti, cleaning sidewalks and much more. Within
the first quarter, the Department has conducted emergency removals of 1,666 cubic yards
of debris, responded and completed more than 180 storm-related requests for service,
processed approximately 300 land development projects, and resolved more than 5,804
customer service requests ranging from potholes repair, tree trimming, illegal dumping,
street markings, park repairs, weed abatement, graffiti abatement, and others. While the
Department strives to continue to provide exceptional customer service to all customers
within the City, the Department is also responsible for the support of all the Department’s
operations.
Administration. With 126 full-time positions budgeted in FY 2022/23, Public Works is one
of the City’s largest departments. There is currently one Deputy Director, the City
Engineer; however, the Facilities and Fleet Division and the Operations and Maintenance
Division, neither of which fall under the City Engineer, represent 72% of the Department’s
overall workforce. This leaves a considerable burden of work on two mid-level managers
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and the Agency Director. To better balance the workload and enable the Department to
achieve the City’s goals more effectively, staff recommends the addition of a Deputy
Director of Operations.
Deputy Director of Operations (U)
The Deputy Director of Operations, under the direction of the Agency Director of Public
Works, Operations and Maintenance, will provide oversight and leadership to the Facilities
and Fleet Division, and Operations and Maintenance Division. This position will work
closely with the Division Managers, providing strategic direction, communicating executive
team and Council vision and goals, as well as providing administrative and technical
support by planning, directing, supervising, and coordinating departmental functions and
operational activities. This position is proposed at salary range 629, $10,786.71/month -
$13,111.34/month. As a new position, assuming recruitment would begin immediately and
a new employee would begin February 1, the cost in FY 2022/23 would be $89,046, and
the ongoing cost would be approximately $208,806 inclusive of benefits and taxes.
Engineering Division. The Agency Director has identified challenges with internal
processes and procedures, service efficiency, and staff turnover. The Department needs
a high-level audit of the internal processes, procedures, and controls to assist the
Department in becoming efficient in both service delivery and project management,
especially as the City takes on more numerous and larger capital projects. The goal is to
gain an understanding of the current internal workflow and the functions at each respective
level, identify control issues, duplications, and develop workflows for service delivery and
project management. The outcome will be a higher level of service delivery, increased
efficiency, higher customer service delivery and accountability, and greater productivity.
Staff recommends bringing an expert consultant to conduct this audit and the services are
estimated to cost approximately $250,000.
Miracle on Court Street. Last year for the holidays, the City of San Bernardino held a tree
lighting ceremony at Court Street Square. The City wants to continue the tradition during
this holiday season to offer community members the opportunity to gather and celebrate
the holidays safely. Staff is seeking an allocation of $14,000 for rental, installation, and
pre-lighting of the holiday tree for FY 2022/23.
Operations and Maintenance Division. The Operations and Maintenance Division with
Public Works is responsible for maintaining City streets, sidewalks, curbs and gutters,
storm drains, street signs, traffic signals, streetlights, trees, Landscape Maintenance
Districts (LMDs), medians and parkways in addition to administration of LMD service
contracts and the Franchise Agreement with Burrtec Waste Industries. The Division is also
providing services in conjunction with the Housing and Homeless Services Team to effect
encampment cleanups, which takes a significant amount of time and staff to accomplish
both effectively and with compassion. Staffing shortages do not allow the Department to
conduct adequate preventative maintenance or fully address the challenges that arise from
storms and other emergencies. Staff recommends the addition of four (4) full-time
Maintenance Worker I (Flex), one (1) Lead Maintenance Worker, and one (1) Maintenance
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Supervisor that would be dedicated to encampment cleanup, allowing other staff to focus
on regular maintenance and any emergencies that arise. The cost for these personnel
additions will be approximately $306,839 for the remainder of the fiscal year, with an
ongoing fiscal impact of approximately $538,079 inclusive of benefits and taxes.
Summary of Requests
One-Time: $264,000
Ongoing, FY 2022/23: $395,885
Ongoing, future years: $746,895
Summary of First Quarter Department Budget Amendment Requests
(General Fund)
Equipment and Services
Item Requested Department
Cost
(FY 2022/23)
Handheld Transceiver Radios CED $ 80,000
Overtime for Code Enforcement CED 20,000
Planning Consulting Services CED 95,000
Property & Leasing Mgmt. Software CED 9,000
Intl. ROW Membership & Credentialing CED 2,620
Economic Development Marketing Firm CED 45,000
Dispatch Console & Field Radios Animal Services 100,000
Staff Training & Conferences City Clerk 1,950
RPPG Grant Contract Extension Finance 46,000
Windows 11 Upgrade City-wide IT 250,000
CrimeView System Upgrade IT 30,000
Military Banner Program Supplies Parks 7,000
Automated Evidence Inventory Database Police 130,000
Contracted Internal Process Auditors Public Works 250,000
Holiday Tree for Lighting Ceremony Public Works 14,000
Total for Equipment & Services $ 1,080,570
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Personnel
Position Requested Department Cost
Customer Services Representative City Clerk -0-
Senior Planner CED 70,998
Assistant Planner CED 54,457
Economic Development Specialist CED 56,704
Library Technician I Library 35,000
Community Service Officers (4)Police 162,159
Accounting Technician I (Flex)Police 32,437
Police Records Technician I (Flex) (3)Police 87,402
Senior Office Assistant Police 29,751
Crime Analyst Police 46,687
Police Dispatcher I (Flex)Police 36,060
Deputy Director of Operations Public Works 89,046
Maintenance Workers (4)Public Works 177,724
Lead Maintenance Worker Public Works 55,509
Maintenance Supervisor Public Works 73,606
Total for Personnel 1,007,540
Total FY 2022/23 Q1 General Fund Requested Amendments $ 2,088,110
Summary of First Quarter Department Budget Amendment Requests
(CDBG)
Equipment and Services
Item Requested Department
Cost
(FY 2022/23)
Property & Leasing Mgmt. Software CED $ 9,000
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Architectural Services CED 50,000
Total for Equipment and Services 59,000
Total FY 2022/23 Q1 CDBG Requested Amendments $ 59,000
Promotion of Talent Retention and Competitive Rates
As the City continues its efforts to meet its goal of restoring organizational structure,
improving service delivery, and stabilizing financial capacity, staff is recommending the
addition of one job classification and five salary range increases to meeting the growing
business needs of the City. Staff is proposing an increase of salary ranges in order to
remain competitive with the current market landscape and to attract high-level qualified
candidates. While these changes have a fiscal impact in the current fiscal year, it can be
covered by existing vacancy savings in the departments in which the positions reside. The
ongoing fiscal impact to the General Fund of all the adjustments for future fiscal years is
approximately $298,000 inclusive of benefits and taxes and assuming no vacancies.
Equipment Mechanic I & II
These positions continue to be a major challenge for the City to recruit or retain the
individuals within these positions. This year alone, there have been four failed recruitment
cycles for both positions as the pay rate is not within competitive market range. These
positions are key to ensuring that the Fleet Services Division is fully functional and
provides the appropriate level of service city-wide. Staff is recommending increasing the
Equipment Mechanic I (Flex) salary range from 420, $3,880/month - $4,716/month to 431,
$4,099/month - $4,982/month. Staff is recommending increasing the Equipment Mechanic
II salary range from 445, $4,396/month - $5,343/month to 450, $4,507/month -
$5,478/month.
Programming/Traffic Assistant
This classification exists within the part-time salary schedule but has proven to be difficult
to recruit due to the salary rate not being within competitive market range. If the City wants
to continue recruiting talented individuals, or retain the current employees the City
currently has, staff is recommending increasing this salary range of 355, $2,608/month -
$3,170/month to 400, $3,264/month - $3,967/month.
Senior IT Technician
The classification and compensation study adopted by the Mayor and City Council on
November 3, 2021 retitled the position of Senior IT Technician to IT Technician II. The
change in name inadvertently downgraded the classification title appearing as a demotion
in rank as did the salary range. Staff is recommending increasing the salary range for this
classification from 460, $4,643/month - $5,643.85/month to 488, $5,339/month -
$6,490/month. This will assist in retaining the talent we currently have within the
Information Technology department.
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IT Analyst (Flex)
This classification’s salary range is not within competitive market range and an increase
to this salary range will align the position with similar positions in the region and position
the City to be more competitive in recruiting and retaining talent. Staff is recommending
increasing the salary range from 490, $5,393/month - $6,555/month to 498, $5,612/month
- $6,822/month.
Community Service Officer
This classification salary range is not within competitive market range and turnover is an
ongoing challenge. An increase to this salary range will align the salary range for
Community Service Officers to similar positions in Police Departments in the region,
allowing the City to be more competitive in recruiting and retaining talent. Staff is
recommending increasing the salary range from 410, $3,691.98/month - $4,487.20 to 427,
$4,018.030/month - $4,889.40/month.
Forensics Specialist II
This classification salary range is not within competitive market range and an increase to
this salary range will align the salary range for Forensic Specialist II to similar positions in
Police Departments in the region, allowing the City to be more competitive in recruiting
and retaining talent. Staff is recommending increasing the salary range from 460,
$4,736.84/month - $5,758.03/month to 478, $4,736.84/month - $5,758.03/month.
Lead Forensics Specialist
This classification salary range is not within competitive market range and an increase to
this salary range will align the salary range for Lead Forensic Specialist to similar positions
in Police Departments in the region, allowing the City to be more competitive in recruiting
and retaining talent. Staff is recommending increasing the salary range from 503,
$5,864.91/month - $7,129.29/month to 516, $6,258.42/month - $7,606.65/month.
Forensics Supervisor
This classification salary range is not within competitive market range and an increase to
this salary range will align the salary range for Forensic Supervisor to similar positions in
Police Departments in the region, allowing the City to be more competitive in recruiting
and retaining talent. Staff is recommending increasing the salary range from 525,
$6,545.48/month - $7,956.07/month to 543, $7,160.46/month - $8,703.30/month.
Strategic Initiatives
Investment Playbook and Nerve Center. Over the last year, the City has been working with
New Localism Associates on an Investment Playbook (Attachment 4) for the City, a tool
designed to help the City prioritize transformational investments and match them to local,
federal, state, private, and philanthropic funding opportunities. The recent influx of federal
and state funds has created an opportunity for cities to make transformational investments
that can secure long-term, sustainable, and equitable growth. Much of this funding will be
delivered through a number of different programs (e.g., block grants, tax incentives,
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formula grants, competitive grants) from different agencies, all of which have different
applications and reporting requirements.
The development of the Playbook has been led by City staff, Bruce Katz, and his team at
New Localism Associates. Similar playbooks have been developed in Buffalo, New York
and Erie, Pennsylvania. Local knowledge and expertise form the backbone of the San
Bernardino Investment Playbook. Unlike traditional economic development approaches
that rely on outside knowledge and one-size-fits-all replication of investments made
elsewhere, investment playbooks begin and end with community input.
More than fifty in-depth individual and group interviews with community stakeholders
surfaced invaluable information about the concerns and aspirations of San Bernardino
residents and provided context and inspiration for the Playbook as a whole. These
conversations identified six priority areas—Capacity, Infrastructure, Housing, Innovation,
Entrepreneurship, and Community—as well as the individual projects within each
category. Specific projects were developed in close collaboration with key community
partners, including El Sol Neighborhood Educational Center, Just San Bernardino and its
member organizations, and Uplift San Bernardino.
The time, wisdom, and creativity that these community partners and other local
organizations and individuals have contributed over the past eight months resulted in an
Investment Playbook that is authentic to the needs and ambitions of the San Bernardino
community. After a final round of feedback staff intends to return to the Mayor and City
Council in early 2023 for formal adoption of the Investment Playbook.
A key part of Playbook implementation is establishing the Nerve Center. Nerve Center
staff will work to secure funding for Investment Playbook projects, work with stakeholders
and staff to ensure that all activities are well coordinated and aligned with the City’s
identified priorities. As project specifics and costs are identified in the Investment
Playbook, the Nerve Center will present the Playbook to potential funders, including state
and federal policymakers, philanthropies, and corporations. While the Nerve Center does
not replace the entities completing the work, it is a critical component ensuring consistent
communication, driving collaboration, and reducing duplicative efforts. Costs associated
with the Nerve Center are estimated to be approximately $300,000 for the next three years
for additional consulting from the Aspen Institute and New Localism Associates (authors
of the Investment Playbook) and an estimated $700,000 to start-up the Nerve Center and
for operations. The Nerve Center is intended to be self-sustaining; however, some on-
going funding may be necessary. To fund both the one-time costs in the current fiscal year
and the ongoing needs, staff recommends committing Measure S funds which will be used
for on-going costs only if necessary and will be funding a project that is providing
transformative growth that is sustainable, and inclusive.
Should Council approve of the appropriation of these funds, the next steps will be the
identification of a fiscal agent for the funds dedicated to the Investment Playbook and the
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identification of partners to lead the Nerve Center through the proper contracting
procedures.
It is important to note that the Playbook is meant to be a living document that will
continually be refined based on feedback from the Mayor and City Council, the public, staff
and key stakeholders. A website has been developed so that members of the community
can view the Playbook in an easy to follow and interactive format:
www.sbinvestmentplaybook.com (Attachment 4)
Summary of Requests
Ongoing, FY 2022/23: $1,000,000 (Measure S)
Ongoing, future years: up to $1,000,000 (Measure S)
Summary of First Quarter Budget Amendment Requests
(Measure S)
Services
Item Requested Department
Cost
(FY 2022/23)
Investment Playbook/Aspen Institute CED/Citywide $ 300,000
Nerve Center CED/Citywide 700,000
Total Services 1,000,000
Total FY 2022/23 Q1 Measure S Requested Amendments $ 1,000,000
Housing Initiative and Navigation Center. On February 24, 2022, homeless individuals and
families in the City of San Bernardino were surveyed for the annual Point in Time Count
(Attachment 6), which is a requirement of Housing and Urban Development (HUD). The
2022 Pont in Time Count revealed that the City continues to have the highest
concentration of homeless individuals in the County with a reported 1350 homeless men,
women, and children of which, 992 were unsheltered.
According to the 2022 Point in Time Count Survey (Attachment 6), 40% of the County’s
homeless population reside in the City (County’s homeless population 3,333, City’s
homeless population 1,350). The rate of homelessness has created significant
environmental impacts on communities, parks, libraries, and other public spaces.
Managing homelessness has also placed a strain on City resources and manpower.
Although there are local organizations within the City that specialize in homeless related
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services, all are either at or near full capacity making it very difficult to transition people off
the streets.
In 2018, the 9th U.S. Circuit Court of Appeals ruled in the case of Martin vs. City of Boise,
that cities could not prohibit homeless people from camping in public places unless they
had adequate shelter available. While the word "adequate" is not clearly defined, it does
refer to low barrier, emergency shelter with a connection to support services. This ruling
hinders any city’s ability to enforce anti-camping ordinances and certain public nuisance
laws if adequate shelter is not available. Cities are faced with a choice of engaging in
expensive and, most likely, unsuccessful litigation or providing shelter if they wish to
address homelessness and its effects. While there is no binding precedent on how many
shelter beds must be established to allow for the enforcement of no camping rules, there
is available guidance. For example, Judge David Carter who sits in the Southern Division
of the Central District of California, through a settlement agreement, allowed certain
Orange County cities to resume anti-camping ordinances if they can provide shelter beds
for at least 60% of their unsheltered homeless population. Under this metric, the City
would needs to provide a total of 595 shelter beds (60% of the 992 point in time count
number), before it can resume enforcement of anti-camping ordinances and minimize the
risk of a federal lawsuit. The City currently has 170 shelter beds, which means an
additional 425 shelter beds are still needed.
While the City will continue to invest in affordable housing projects to assist people with
various income levels, the City needs to establish a multi-pronged approach to reduce
homelessness and assist those who are at risk of becoming homeless. A Homeless
Initiative Plan (Attachment 5) has been drafted to provide the City with a framework to best
focus efforts and resources. The City is also requesting $20 million in ARPA funding for
operational expenses and capital developments in the following areas:
Two Project Homekey Round (3) Projects (potential increase of 232 shelter beds)
Navigation Center/Emergency Shelter (potential increase of 200 shelter beds)
Street Outreach; and
Mobile Shower and Laundry Service Expansion
Potential Shelter Bed Expansion Total= 432
Project Homekey Round 3 Partnerships
Administered by the California Department of Housing and Community Development
(HCD), $750 million in grant funding will be made available to cities, counties, housing
authorities or federally recognized tribal governments within California to purchase and
rehabilitate housing, including, motels, vacant apartment buildings, and other buildings
and to convert them into interim or permanent, long-term housing.
Homekey Project #1
The City is partnering with Lutheran Social Services of Southern California (LSSSC) on a
State of California Homekey Project to develop a 172 bed, non-congregate interim housing
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and 20 permanent supportive housing units for men and men with children. The project
will be called the San Bernardino Community Wellness Campus (Attachment 7) and it will
be constructed using prefabricated modular units approved by HCD. The need for a
campus of this nature is significant as homeless men in the City outnumber homeless
women by two to one. The current Central City Lutheran Mission will be transformed into
a supportive campus that will provide an onsite medical clinic and comprehensive, onsite
social services to address educational, social, physical, and mental health needs that will
be available to campus residents and the larger community. The campus will also provide
workforce development training and it will house a retail market to sell affordable pre-
cooked foods and fresh grocery items. The market will be staffed by paid employees and
graduates of the workforce development program. The Community Wellness Campus will
assist some of the City’s most vulnerable residents with housing, jobs and health services
while generating revenue for the City with its retail market.
Shelter expansion in the City is necessary and LSSSC intends to use its own land for
development (Attachment 7). LSSSC cannot apply for Homekey funding unless the City is
the lead applicant and both partnership and financial support will be required to ensure the
project’s success. LSSSC intends to request $30 million in Homekey dollars for
development and operational expenses.
Homekey Project #2
The City is also partnering with San Bernardino Valley College (SBVC) to develop student
housing that will consist of approximately 60 non-congregate living units for students
experiencing homelessness. Students selected for housing will include individuals who
aged out of the foster care system as well as individuals who suffer from a physical and/or
mental disability. Currently, SBVC does not offer any student housing, and this project will
create a safe, supportive environment that will be conducive to academic learning and
personal success. The City intends to grant land to SBVC (Attachment 8) for this project
and provide funding to offset predevelopment expenses. SBVC is in the process of
conducting a “Test Fit” to create a layout and site plan. SBVC intends to request $14 million
in Homekey dollars for development and operational expenses.
The Homekey Notice of Funding Availability (NOFA) is expected to be released in Spring
2023 and awards are typically made to “shovel ready” projects on a first come, first served,
rolling basis. Although Homekey funds will cover the bulk of expenses related to project
development and approximately three (3) years of operating subsidies, cost associated
with pre-development expenses (i.e., site plan, surveys, site work etc.) are needed.
Without financial assistance from the City for predevelopment, the projects will not be able
to move forward in a timely manner. The City is seeking to provide $5,000,000 in pre-
development cost to LSSSC and $900,000 to SBVC. The amount provided to LSSSC is
considerably larger than SBVC due to the projects size and scope of work and the fact
that the City is granting land to SBVC.
Navigation Center
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Operating as a centralized HUB, a Navigation Center is a multi-service complex designed
to provide low barrier, interim housing, and core services to homeless individuals in one
location. A Navigation center will help to address the root causes of homelessness while
connecting people to resources, medical respite, mental health, substance disorder
counseling, individualized case management, job training and placement, and expanded
access to permanent housing. It will also assist individuals at risk of becoming homeless
as local agencies will be onsite to provide rental assistance and utility assistance to eligible
households.
The Navigation Center will operate using a client-centered approach, meaning each client
will receive services based on his or her individual need. The Navigation Center will also
have a “day center” type quality, which will allow unhoused persons the ability to rest,
recover, and connect to services, thereby reducing foot traffic in the community. Law
enforcement will have access the center 24 hours a day, 7 days a week to connect
unhoused individuals to shelter and community resources. This all-inclusive model will
deliver and innovative and specialized approach to addressing a large percentage of the
City’s homeless residents.
The City envisions a non-congregate, “campus style” Navigation Center that provides 200
living units that will be developed in phases. The first phase will include interim housing
and core services as previously described and accommodate approximately 100
individuals and families. The second phase will include a recuperative care facility and an
additional 100 units mixed between interim and transitional housing. The City has identified
an ideal site location, which is the former “School of Hope”.
The School of Hope sits on 2.48 acres with neighbors absent in the front, rear, and right
side of the property. The back end of the property has 1.5 acres of flat, undeveloped land
that is ideal for Phase I construction using prefabricated modular units. Each living unit
averages between 64-80 square feet and includes a bed, a desk and chair, windows, a
door that locks, lighting, heating, air conditioning, and electrical outlets. The campus will
have a family wing with larger living units so that families are not separated.
Construction Scenario
To streamline development and operation, the City is exploring a Sole Source option to
secure the most qualified developer and operator. ARPA funds would be used to secure
the developer, architect, general contractor, building materials, site plan, site work,
environmentals, surveys, and lead operator (for the first year of operation). Other funding
sources such as Planned Local Housing Allocation (PLHA), Community Development
Block Grant (CDBG) and Homeless Housing Assistance and Prevention (HHAP) funds
could also be used to cover the lead operators’ expenses in proceeding years. At this
time, it is unclear as to how much of the existing School of Hope building can remain and
be incorporated into the Navigation Center. Some unknown factors that could alter the
design and cost of the Navigation Center (Phase I) include renovations to the existing
building (front of the property) if feasible, or building abatement should the property be
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cited for a tear-down and new construction. A general contractor will help to determine the
best option for the City.
The following figures are estimates based on projects similar in scope. Prices can fluctuate
due to inflation, material shortages, and overall design.
Estimated Budge for Navigation Center Phase I – 100 Interim Housing Units,
Communal Space, Offices and Onsite Supportive Service Buildings
Item Estimated Price Range
Developer $400,000-700,000
Lead Operator $1,500,000-1,700,000 (1st yr.)
Modular Living Units (100)
$5,000,000-5,500,000 (includes
installation, permits, site work,
transport and set down)
Modular Office Spaces, Support Service
Bldg., Restrooms, Dining/Kitchen Area
$1,220,000-1,300,000 (includes
installation, permits, site work,
transport and set down)
Off-Site Work $300,000-400,000
Site Improvements $700,000-1,000,000
Building Abatement/Structure Tear-
Down and Removal $900,000-1,000,000
Contingencies $330,000-350,000
TOTAL $10,350,000-12,450,000
Although the City is seeking ARPA funding to develop Phase I of the project, the City
intends to pursue other funding sources to develop Phase II so that the Navigation Center
will have a total of 200 interim and transitional housing units. Other potential funding
sources include:
Permanent Local Housing Allocation (PLHA)
Emergency Solutions Grant (ESG)
Community Development Block Grant (CDBG), and
Project Homekey
HOME American Rescue Plan Program (HOME ARP)
To ensure sustainability, the City will also continue to seek support and funding from
community partners and government agencies to assist with operational expenses such
as the County of San Bernardino, SAC Health System, Dignity Health, IEHP, Molina Health
Care and San Manuel Band of Mission Indians. Local hospitals and HMOs are interested
in supporting the Navigation Center, because of the potential to establish a recuperative
care facility to assist homeless individuals discharged from hospitals with chronic and
acute health conditions. Currently, there are no recuperative are facilities in the City and
homeless individuals are high utilizers of hospitals and medical emergency rooms.
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Homeless Outreach
The City lacks a dedicated Homeless Outreach Team to provide comprehensive services.
Because the City is over 60 square miles, it is recommended that the City contract with a
third party that has the capacity, tools, and experience to assist unhoused residents.
Contracted Homeless Outreach Teams have proven to be very successful in other cities
like Riverside, Fontana, and Santa Ana. Implementing consistent homeless outreach
efforts leads to a more strategic use of resources, broader coverage, and improved
identification of all people experiencing unsheltered homelessness. Each Ward in the City
of San Bernardino will be a part of a comprehensive outreach plan that includes a citywide
emergency crisis team, made up of Homeless Outreach Workers and various agencies
that can immediately assist with multiple family/individual crisis as they arise.
The City’s Homeless Outreach Team will work with the County’s Coordinated Entry
System (CES) to prioritize individuals for emergency shelter, housing options, motel
vouchers, mental health, and other essential services. Because emergency shelter is not
always readily available, homeless outreach workers can provide motel vouchers when
available. A Housing Navigator is also an essential component of Homeless Outreach
because the Housing Navigator cultivates housing opportunities for clients by engaging
property managers, room and board operators, and other facilities such as nursing homes,
sober living homes, faith-based programs, transitional housing, and permanent supportive
housing agencies. Anticipated cost for street outreach is $1.5 million annually. The City
can explore a combination of other funding sources such as CDBG, HHAP and Emergency
Solutions Grant (ESG) funding to help cover future expenses.
Expansion of Mobile Shower & Laundry for the Unhoused
Mobile showers help to destigmatize homelessness, address public health and safety
concerns, and give unhoused individuals a sense of hope and renewed self-esteem.
Community Action Partnership (CAP) is the main contributor of mobile shower services in
the City and oversees several mobile shower operations. The chart below list
organizations that actively participate in Community Action Partnership’s Mobile Shower
Program.
Organization Days & Hours of Operation Location
Operation New Hope Mondays 9am-2pm 323 W 7th St SB
Spirit of Love Wednesdays 9am-2pm 2898 N E St SB
Sierra High School 2nd & 4th Wednesday
9am-2 pm
555 E Olive St SB
El-Bien Pastor Church Fridays (Bi-Weekly) 9am-
2pm
829 N Mt Vernon Ave SB
CAP is willing to expand mobile shower services in the City by operating a 28-foot-long
mobile shower trailer equipped with three (3) full-service restrooms (shower, sink and
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toilet) and an ADA compliant restroom. The trailer also has an adjacent laundry area that
contains two (2) washers and two (2) dryers allowing unhoused residents the ability to
wash their clothing. The trailer comes equipped with an onboard water tank that can easily
be re-filled by a faucet or garden hose connection. A vacuum truck is needed to empty the
trailer, but staff (not volunteers) will be trained on this process. The mobile shower trailer
can operate with two (2) part-time staff members each working 4-hour shifts.
Shower times will typically be limited to 15 minutes. Depending on the number of showers
in a 4-hour period, the unit will use 50-100 gallons of water. This estimate does not include
running the laundry utilities, which could add 10-30 additional gallons. CAP estimates that
the total cost to operate the mobile shower trailer with two (2) part-time staff members
traveling to different areas of need throughout the City, five days a week will average
$150,000 annually. The City can explore other funding sources such as CDBG, HHAP and
ESG to extend mobile shower services beyond one year if agreed by both parties. If
Council approves of this funding, the City will conduct an RFP to ensure it is receiving the
best value and overall service in contracting for mobile shower services.
Temporary Housing Funds for American Sports University Tenants
Providing housing or some form of rental relief for the tenants previously housed in the
unlivable conditions in the former American Sports University (ASU) dormitories is an
important goal as the City works to board up the property and ensure that no further
individuals or families will be living in the conditions found at that property. While the City
continues to work with community partners to house the tenants as they are removed from
the property, staff recommends that the equivalent of two (2) months of rent be provided
to each tenant to enable them to have some ability to find housing beyond the initial two
weeks of emergency housing provided.
The estimated cost of providing two months of housing to the remaining approximately 75
tenants is $150,000, which is eligible for ARPA funding.
Summary of First Quarter Budget Amendment Requests
(ARPA)
Projects and Services
Item Requested Department
Cost
(FY 2022/23)
Proj. Homekey Rnd. 3., Proj. 1: Lutheran S.S.CED $ 5,000,000
Proj. Homekey Rnd. 3., Proj. 2: SBVC CED 900,000
Homeless Outreach – first year operating cost CED 1,500,000
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Mobile Shower & Laundry – first year operating cost CED 150,000
Navigation Center CED 12,450,000
Temporary Housing Funds for ASU Tenants CED 150,000
Total for Projects and Services 20,150,000
Total FY 2022/23 Q1 ARPA Requested Amendments $ 20,150,000
Overall, staff is recommending significant investments in the community to improve quality
of life; investments in economic development to further the sustainable and equitable
growth of the City; and investments in staffing, process audits, software and other internal
improvements that will improve customer service, efficiency, effective service delivery and
transparency.
There are twenty-three positions recommended to be added with this report:
Eleven (11) non-sworn professional positions to the Police Department. As
discussed above, these positions will free sworn officers from covering these duties
and put more patrol officers on the street.
Seven (7) positions will be added to Public Works, the Deputy Director of
Operations, and a new maintenance team working with the Housing Division on
encampment and other clean-up throughout the City.
One (1) Library Technician to aid with ongoing issues in the libraries with staffing
shortages.
Three (3) positions in Community, Housing and Economic Development to address
the development and planning workload.
One (1) position in the City Clerk’s Office to expand the Passport Office hours.
Staff believes that the investments outlined in this report align with Council goals and will
move the City forward sustainably and with staffing that will enable the greatest impact for
the smallest amount of ongoing financial commitment.
2021-2025 Strategic Targets and Goals
The requested changes and additions align with Key Targets No. 1c: Financial Stability -
Create a framework for spending decisions, and 2b: Focused, Aligned Leadership, and
Unified Community - Build a culture that attracts, retains, and motivates the highest quality
talent.
The development and funding of a City of San Bernardino Investment Playbook aligns with
Key Target No. 4: Economic Growth & Development.
The designation of ARPA funds to address homelessness in the City will help to improve
the lives of homeless residents and alleviate the negative impact homelessness has on
the community, which aligns with Key Strategic Target and Goals No. 3, Improved Quality
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of Life and Key Strategic Targets and Goals No. 2, Focused Aligned Leadership and
Unified Community.
Fiscal Impact
There are four separate funding sources recommended in this report, General Fund,
CDBG, Measure S and ARPA.
General Fund:
One-Time, equipment and services: $ 1,080,570
Ongoing, personnel: $ 1,007,540
TOTAL, General Fund, FY 2022/23: $2,088,110
Community Development Block Grant (CDBG):
One-Time, equipment and services: $ 59,000
TOTAL, CDBG, FY 2022/23: $59,000
Measure S Fund:
Ongoing, operations and services: $1,000,000
TOTAL, Measure S, FY 2022/23: $1,000,000
ARPA:
One-Time, projects and services: $20,150,000
TOTAL, ARPA, FY 2022/23: $20,150,000
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Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Accept the Fiscal Year 2022/23 1st Quarter Report;
2. Authorize the Agency Director of Administrative Services to Amend the Fiscal
Year (FY) 2022/23 Budget as outlined in the FY 2022/23 1st Quarter Report;
3. Adopt Resolution No. 2022-268 of the Mayor and City Council of the City of San
Bernardino, California, approving the 1st Quarter General Fund Budget
Amendments totaling $2,088,110; allocating $1,000,000 of Measure S funds for
further development of the Investment Playbook; and allocating $20,150,000 of
American Rescue Plan Act Funds for the Housing Initiative and Navigation
Center; and Temporary Housing Funds for American Sports University Tenants.
4. Approve the following:
a. Deputy Director of Operations (U) job classification;
b. Salary range increases to the following positions: Equipment Mechanic I
(Flex), Equipment Mechanic II, Programming/Traffic Assistant, IT Analyst I
(Flex), Senior IT Technician, Community Service Officer, Forensics
Specialists II, Lead Forensics Specialist, and Forensics Supervisor;
c. Amendment of the city-wide salary schedule for full-time, part-time,
temporary, and seasonal positions.
Attachments
Attachment 1 Resolution 2022-268 authorizing an amendment to the
FY 2022/23 Operating Budget in the amount of
$2,163,994; allocating $1,000,000 in Measure S funds;
and $20,000,000 from ARPA funds
Attachment 2 PowerPoint Presentation – FY 2022-23 Quarter 1 Report
Presentation
Attachment 3 Exhibit A – City-wide Salary Schedule
Attachment 4 Investment Playbook
Attachment 5 Homeless Initiative Plan
Attachment 6 2022 Point in Time Count Survey
Attachment 7 LSSSC Full Project Proposal
Attachment 8 SBVC Homekey Location
Ward:
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All
Synopsis of Previous Council Actions:
June 1, 2022 Mayor and City Council Adopted the Annual Operating
Budgets for Fiscal Year 2022/23 and Fiscal Year 2023/24 and
the CIP 2023-27.
August 18, 2021 Mayor and City Council received and filed a report of the
City’s participation in the Aspen Institute’s City Learning and
Action Lab.
November 16, 2022 Mayor and City Council received an update on the City’s
participation in the Aspen Institute’s City Learning and Action
Lab and the development of the City of San Bernardino
Investment Playbook.
August 4, 2021 Mayor and City Council received a report and discussed the
allocation of ARPA funds.
October 20, 2021 Mayor and City Council authorized the use of $8,160,000 in
ARPA funds for the Violence Intervention Program, Graffiti
Abatement, Clean-Up and Paintbrush Program, and lead
service connector abatement program (in partnership with the
Water Department).
February 2, 2022 Mayor and City Council authorized the use of $24,050,000 in
ARPA funds for Seccombe Lake, Nicholson, and Lytle Creek
Park renovations, the Roosevelt Bowl renovation and the
small business and non-profit grant program
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Resolution No. 2022-268
Resolution No. 2022-268
December 7, 2022
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RESOLUTION NO. 2022-268
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
AUTHORIZING THE AGENCY DIRECTOR OF
ADMINISTRATIVE SERVICES TO AMEND THE FY
2022/23 GENERAL FUND OPERATING BUDGET IN THE
AMOUNT OF $2,088,110; ALLOCATE $1,000,000 FROM
THE MEASURE S FUND FOR FURTHERANCE OF THE
INVESTMENT PLAYBOOK GOALS; ALLOCATE
$20,150,000 FROM AMERICAN RESCUE PLAN ACT
FUNDS FOR THE HOUSING INITIATIVE; NAVIGATION
CENTER; AND HOUSING ASSISTANCE FOR AMERICAN
SPORT UNIVERSITY TENANTS; AND APPROVING THE
FOLLOWING: 1. CLASSIFICATION OF DEPUTY
DIRECTOR OF OPERATIONS (U); 2. INCREASE THE
SALARY RANGES FOR EQUIPMENT MECHANIC I
(FLEX) AND II, PROGRAMMING/TRAFFIC ASSISTANT,
IT ANALYST I (FLEX), SENIOR IT TECHNICIAN,
COMMUNITY SERVICE OFFICER, FORENSICS
SPECIALIST II, LEAD FORENSICS SPECIALIST, AND
FORENSICS SUPERVISOR; AND 3. AMEND THE CITY-
WIDE SALARY SCHEDULE FOR FULL-TIME, PART-
TIME, TEMPORARY, AND SEASONAL POSITIONS.
WHEREAS, the City of San Bernardino is in a period of growth and development; and
WHEREAS, departments continue to focus on improving external and internal customer
services; and
WHEREAS, to keep momentum of growth and opportunity within the city, departments
require additional funding.
WHEREAS, there is a need for an additional level of leadership working in a Deputy
Director of Operation (U) capacity dedicated to oversight of the Facilities, Fleet Division and
Operations Divisions within the Public Works, Operations and Maintenance Department; and
WHEREAS, the salary ranges for Equipment Mechanic I (Flex) and II,
Programming/Traffic Assistant, IT Analyst I (Flex), Senior IT Technician, Community Service
Officer, Forensics Specialist II, Lead Forensics Specialist and Forensics Supervisor will increase
to make the positions more competitive in the labor market; and
WHEREAS, the salary schedule includes all adopted and approved classifications and
salaries; and
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Resolution No. 2022-268
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WHEREAS, the salary schedule meets the California Public Employees Retirement
Systems (CalPERS) pay rate reporting requirements in accordance to Government Code Section
20636 defining “Compensation Earnable” and the California Code of Regulations (CCR) Section
570.5; and
WHEREAS, the Investment Playbook is providing the City a map to long-term
sustainable, equitable growth; and
WHEREAS, funding the Investment Playbook Nerve Center will enable the City to
connect investors and funders and ensure alignment with overarching goals; and
WHEREAS, the Nerve Center should become self-sustaining over time making the use of
Measure S funds; and
WHEREAS, the investment of ARPA funds for initiatives related to housing and the
homeless is an eligible use of the funds; and
WHEREAS, creating a navigation center and other services does more than just
temporarily house those in crisis; and
WHEREAS, there is adequate funding available in the City’s ARPA allocation; therefore
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. That the Mayor and City Council hereby authorize the Agency Director of
Administrative Services to amend the Fiscal Year 2022/23 Operating Budget in the amount of
$2,088,110 as detailed in the Fiscal Year 2022/23 First Quarter Report.
SECTION 3. The classification of Deputy Director of Operations (U), Range 629,
$10,786.71 - $13,111.34/month, is hereby established and approved.
SECTION 4.The salary range for Equipment Mechanic I (Flex), Range 431, $4,098.74 -
$4,982.19/month, is hereby amended.
SECTION 5.The salary range for Equipment Mechanic II, Range 450, $4,506.57 -
$5,478.25/month, is hereby amended.
SECTION 6.The salary range for Programming/Traffic Assistant, Range 400, $3,264 -
$3,967/month, is hereby amended.
SECTION 7.The salary range for Information Technology Analyst I (Flex), Range 498,
$5,612.21 - $6,821.99/month, is hereby amended.
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SECTION 8.The salary range for Senior Information Technology Technician, Range
488, $5,339.04 - $6,489.75/month, is hereby amended.
SECTION 9.The salary range for Community Service Officer, Range 427, $4,018.30 -
$4,889.40/month, is hereby amended.
SECTION 10. The salary range for Forensics Specialist II, Range 478, $4,736.84 -
$5.758.03/month, is hereby amended.
SECTION 11. The salary range for Lead Forensics Specialist, Range 516, $6,258.43 -
$7,606.65/month, is hereby amended.
SECTION 12. The salary range for Forensics Supervisor, Range 543, $7,160.46 -
$8,703.30/month, is hereby amended.
SECTION 13.The City-wide salary schedule for all City of San Bernardino’s
classifications attached hereto and incorporated herein as Exhibit A, is hereby approved.
SECTION 14. That the City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 15. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 16. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ___ day of __________ 2022.
John Valdivia, Mayor
City of San Bernardino
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Resolution No. 2022-268
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December 7, 2022
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Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2022-268
Resolution No. 2022-268
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2022-268, adopted at a regular meeting held on the ___ day of _______ 2022 by
the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________
2022.
Genoveva Rocha, CMC, City Clerk
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ADOPTED 01/18/23EFFECTIVE 01/01/23CLASSCODECLASSIFICATION TITLE SALARY RANGENEW BOTTOM STEPBOTTOM HOURLY/MONTHLYNEW TOP STEPTOP HOURLY/MONTHLYUNIT30011 ACCOUNTANT I (FLEX)465 $4,856.29 MONTHLY $5,903.30 MONTHLYGENERAL30012 ACCOUNTANT II485 $5,366.34 MONTHLY $6,523.11 MONTHLYGENERAL10012 ACCOUNTANT II ‐ PAYROLL485 $5,259.93 MONTHLY $6,393.77 MONTHLYCONFIDENTIAL20013 ACCOUNTANT III520 $6,384.21 MONTHLY $7,760.40 MONTHLYMIDDLE MANAGEMENT10860 ACCOUNTING DIVISION MANAGER (U) 608 $9,714.05 MONTHLY $11,807.69 MONTHLYMANAGEMENT30017 ACCOUNTING TECHNICIAN I (FLEX) 399 $3,495.06 MONTHLY $4,247.23MONTHLYGENERAL30018 ACCOUNTING TECHNICIAN II419 $3,860.93 MONTHLY $4,692.73 MONTHLYGENERAL30030 ACCOUNTING TECHNICIAN III 437 $4,223.56 MONTHLY $5,133.91 MONTHLYGENERAL30709 ADMINISTRATIVE ASSISTANT400 $3,512.28 MONTHLY $4,268.76 MONTHLYGENERAL10081 ADMINISTRATIVE ASSISTANT TO CITY COUNCIL (U) 464 $4,736.79 MONTHLY $5,757.77 MONTHLYCONFIDENTIAL10092 ADMINISTRATIVE ASSISTANT TO THE MAYOR I (U) 410 $3,618.78 MONTHLY $4,398.22 MONTHLYCONFIDENTIAL10093 ADMINISTRATIVE ASSISTANT TO THE MAYOR II (U) 430 $3,998.48 MONTHLY $4,859.14 MONTHLYCONFIDENTIAL10534 ADMINISTRATIVE CLAIMS SPECIALIST 420 $3,803.35 MONTHLY $4,622.88 MONTHLYCONFIDENTIAL20457 ADMINISTRATIVE SERVICES SUPERVISOR 484 $5,334.87 MONTHLY $6,484.20 MONTHLYMIDDLE MANAGEMENT10979 ADMINISTRATIVE SUPERVISOR AND EXECUTIVE ASSISTANT TO THE CITY MANAGER (U) 535 $6,749.21 MONTHLY $8,203.68 MONTHLYMANAGEMENT09710 AGENCY DIRECTOR OF ADMINISTRATIVE SERVICES (U) 692$14,769.37 MONTHLY $17,951.49 MONTHLYEXECUTIVE09525 AGENCY DIRECTOR OF COMMUNITY, HOUSING AND ECONOMIC DEVELOPMENT (U) 692$14,769.37 MONTHLY $17,951.49 MONTHLYEXECUTIVE09760 AGENCY DIRECTOR OF PUBLIC WORKS, OPERATIONS AND MAINTENANCE (U) 692$14,769.37 MONTHLY $17,951.49 MONTHLYEXECUTIVE30140 ANIMAL CONTROL OFFICER I (FLEX) 411 $3,710.28 MONTHLY $4,509.79MONTHLYGENERAL30141 ANIMAL CONTROL OFFICER II 424 $3,958.85 MONTHLY $4,812.17 MONTHLYGENERAL30092 ANIMAL LICENSE INSPECTOR370$3,023.75 MONTHLY $3,675.84 MONTHLYGENERAL20320 ANIMAL SERVICES MANAGER 526 $6,577.74 MONTHLY $7,995.85 MONTHLYMIDDLE MANAGEMENT30130ANIMAL SERVICES REPRESENTATIVE 370$3,023.75 MONTHLY $3,675.84 MONTHLYGENERAL20319 ANIMAL SERVICES SUPERVISOR 478 $5,177.90 MONTHLY $6,293.90 MONTHLYMIDDLE MANAGEMENT30119 ANIMAL SHELTER ATTENDANT 370 $3,023.75 MONTHLY $3,675.84 MONTHLYGENERAL00300APPRENTICE (PT)381 $2,969.00 MONTHLY $3,608.00 MONTHLYNA20620 AQUATICS SUPERVISOR468 $4,925.24 MONTHLY $5,987.48 MONTHLYMIDDLE MANAGEMENT30400 ARBORIST452 $4,551.76 MONTHLY $5,533.13 MONTHLYGENERAL30894 ASSESSMENT DISTRICT/REAL PROP SPECIALIST 500 $5,782.78 MONTHLY $7,028.87 MONTHLYGENERAL10492 ASSISTANT BUILDING OFFICIAL 583 $8,574.95 MONTHLY $10,422.83 MONTHLYMANAGEMENT30271 ASSISTANT BUYER430 $4,079.37 MONTHLY $4,957.44 MONTHLYGENERAL50141 ASSISTANT CHIEF OF POLICEP6 $21,242.00 MONTHLY $21,242.00 MONTHLYPOLICE MANAGEMENT10644 ASSISTANT CITY MANAGER (U)705$15,758.71 MONTHLY $19,152.82 MONTHLYEXECUTIVE00212 ASSISTANT LITERACY PROGRAM COORDINATOR (PT) (GRANT FUNDED)385$3,029.00 MONTHLY $3,681.00 MONTHLYNA30168 ASSISTANT PLANNER (FLEX)486$5,393.24 MONTHLY $6,555.40 MONTHLYGENERAL10216 ASSISTANT TO THE CITY MANAGER (U)580$8,448.38 MONTHLY $10,268.84 MONTHLYMANAGEMENT10104 ASSISTANT TO THE MAYOR I (U)430$3,998.48 MONTHLY $4,859.14 MONTHLYMANAGEMENT10105 ASSISTANT TO THE MAYOR II (U)480$5,130.20 MONTHLY $6,235.56 MONTHLYMANAGEMENT10106 ASSISTANT TO THE MAYOR III (U)530$6,583.62 MONTHLY $8,002.23MONTHLYMANAGEMENT10107 ASSISTANT TO THE MAYOR IV (U)580$8,448.38 MONTHLY $10,268.84MONTHLYMANAGEMENT20169 ASSOCIATE PLANNER515$6,227.24 MONTHLY $7,569.02 MONTHLYMIDDLE MANAGEMENT00194 BACKGROUND INVESTIGATOR (PT)493$5,190.00 MONTHLY $6,308.00 MONTHLYNA10060 BUDGET DIVISION MANAGER (U)608$9,714.05 MONTHLY $11,807.69 MONTHLYMANAGEMENT10062 BUDGET OFFICER581$8,490.57 MONTHLY $10,319.47 MONTHLYMANAGEMENT20250 BUILDING INSPECTION SUPERVISOR542$7,124.98 MONTHLY $8,660.29MONTHLYMIDDLE MANAGEMENT30072 BUILDING INSPECTOR I (FLEX)460$4,736.84 MONTHLY $5,758.03 MONTHLYGENERALCity of San BernardinoSalary ScheduleSALARY SCHEDULE FOR FISCAL YEAR 2022/20231 of 8EXHIBIT A Packet Pg. 324
ADOPTED 01/18/23EFFECTIVE 01/01/23CLASSCODECLASSIFICATION TITLE SALARY RANGENEW BOTTOM STEPBOTTOM HOURLY/MONTHLYNEW TOP STEPTOP HOURLY/MONTHLYUNIT30073 BUILDING INSPECTOR II487 $5,420.15 MONTHLY $6,587.68 MONTHLYGENERAL30074 BUILDING INSPECTOR III511 $6,108.83 MONTHLY $7,425.93 MONTHLYGENERAL10500 BUILDING OFFICIAL (U)613 $9,959.81 MONTHLY $12,105.12 MONTHLYMANAGEMENT30502 BUSINESS REGISTRATION INSPECTOR 459 $4,713.17 MONTHLY $5,728.98MONTHLYGENERAL20263 BUSINESS REGISTRATION MANAGER 530 $6,711.05 MONTHLY $8,157.12 MONTHLYMIDDLE MANAGEMENT30650 BUSINESS REGISTRATION REPRESENTATIVE I 419 $3,860.93 MONTHLY $4,692.73 MONTHLYGENERAL30651 BUSINESS REGISTRATION REPRESENTATIVE II 429 $4,058.92 MONTHLY$4,932.69 MONTHLYGENERAL20271 BUYER460 $4,732.79 MONTHLY $5,753.10 MONTHLYMIDDLE MANAGEMENT30292 CEMETERY CARETAKER395 $3,425.12 MONTHLY $4,163.30 MONTHLYGENERAL10398 CHIEF DEPUTY CITY CLERK (U) 565 $7,838.75 MONTHLY $9,528.42 MONTHLYMANAGEMENT50280 CHIEF OF POLICENA $22,195.99 MONTHLY $27,083.33 MONTHLYEXECUTIVE10399 CITY CLERK (U)NA $10,590.00 MONTHLY $12,873.00 MONTHLYNA00601 CITY COUNCILNA $3,125.00 MONTHLY $3,125.00 MONTHLYNA10370 CITY MANAGER (U)NA $23,750.00 MONTHLY $23,750.00 MONTHLYMANAGEMENT10495 CIVIL ENGINEERING DIVISION MANAGER (U) 620 $10,313.14 MONTHLY$12,535.45 MONTHLYMANAGEMENT10273 CODE ENFORCEMENT DIVISION MANAGER (U) 563 $7,760.70 MONTHLY $9,433.50 MONTHLYMANAGEMENT30450 CODE ENFORCEMENT OFFICER I (FLEX) 441 $4,308.57 MONTHLY $5,237.22 MONTHLYGENERAL30455 CODE ENFORCEMENT OFFICER II 472 $5,029.53 MONTHLY $6,113.13 MONTHLYGENERAL10135 COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) COORDINATOR 482 $5,181.88 MONTHLY $6,298.84 MONTHLYCONFIDENTIAL30135 COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)/HOUSING PROGRAM ASSISTANT420$3,880.30 MONTHLY $4,716.40 MONTHLYGENERAL30890 COMMUNITY DEVELOPMENT TECHNICIAN446$4,417.25 MONTHLY $5,369.57 MONTHLYGENERAL30120 COMMUNITY INTERVENTION PROGRAM COORDINATOR438$4,245.08 MONTHLY $5,159.74 MONTHLYGENERAL10100 COMMUNITY INTERVENTION PROGRAM MANAGER (U)600$9,334.35 MONTHLY $11,345.72 MONTHLYMANAGEMENT30754 COMMUNITY POLICING SPECIALIST470$4,978.96 MONTHLY $6,052.87 MONTHLYGENERAL20923 COMMUNITY RECREATION MANAGER556$7,639.98 MONTHLY $9,286.03 MONTHLYMIDDLE MANAGEMENT30821 COMMUNITY RECREATION PROGRAM COORDINATOR388$3,307.83 MONTHLY $4,021.26 MONTHLYGENERAL20925 COMMUNITY RECREATION PROGRAM SUPERVISOR488$5,442.38 MONTHLY$6,615.37 MONTHLYMIDDLE MANAGEMENT20504 COMMUNITY SERVICES CENTER SUPERVISOR458$4,686.56 MONTHLY $5,696.12 MONTHLYMIDDLE MANAGEMENT30758 COMMUNITY SERVICES OFFICER427$4,018.03 MONTHLY $4,884.27 MONTHLYGENERAL20781 COMMUNITY SERVICES OFFICER SUPERVISOR480$5,229.50 MONTHLY $6,356.26 MONTHLYMIDDLE MANAGEMENT30990 COMMUNITY SERVICES PROGRAM COORDINATOR438$4,245.08 MONTHLY $5,159.74 MONTHLYGENERAL20424 CONSTRUCTION MANAGER585$8,829.09 MONTHLY $10,731.02 MONTHLYMIDDLE MANAGEMENT10072 COUNCIL ADMINISTRATIVE SUPERVISOR (U)506$5,841.09 MONTHLY $7,099.38 MONTHLYCONFIDENTIAL30604 CRIME ANALYSIS SUPPORT ASSISTANT400$3,512.28 MONTHLY $4,268.76 MONTHLYGENERAL30603 CRIME ANALYST493$5,584.78 MONTHLY $6,787.83 MONTHLYGENERAL00605 CRIME DATA TECHNICIAN (PT)362$2,700.00 MONTHLY $3,282.00 MONTHLYNA20600 CRIME FREE PROGRAM COORDINATOR490$5,497.22 MONTHLY $6,682.02MONTHLYMIDDLE MANAGEMENT30602 CRIMINAL INVESTIGATION OFFICER493$5,584.78 MONTHLY $6,787.83MONTHLYGENERAL00054CUSTODIAL AIDE (PT)361$2,687.00 MONTHLY $3,266.00 MONTHLYNA20616 CUSTODIAL SUPERVISOR477$5,152.09 MONTHLY $6,261.64 MONTHLYMIDDLE MANAGEMENT30621 CUSTODIAN368$2,993.62 MONTHLY $3,639.26 MONTHLYGENERAL30222 CUSTOMER SERVICE REPRESENTATIVE386$3,275.55 MONTHLY $3,981.45MONTHLYGENERAL30226 CUSTOMER SERVICE REPRESENTATIVE (BILINGUAL)396$3,442.34 MONTHLY $4,184.82 MONTHLYGENERAL30227 CUSTOMER SERVICE REPRESENTATIVE (BILINGUAL) (U)396$3,442.34 MONTHLY $4,184.82 MONTHLYGENERAL30224 CUSTOMER SERVICE REPRESENTATIVE (U)386$3,275.55 MONTHLY $3,981.45 MONTHLYGENERAL30100 DATA ANALYST444$4,374.21 MONTHLY $5,316.84 MONTHLYGENERAL10650 DEPUTY CITY CLERK I (U)490$5,392.83 MONTHLY $6,555.14 MONTHLYCONFIDENTIAL10654 DEPUTY CITY CLERK II (U)530$6,583.62 MONTHLY $8,002.23 MONTHLYMANAGEMENT10372 DEPUTY CITY MANAGER (U)681$13,980.43 MONTHLY $16,993.79 MONTHLYMANAGEMENT10066 DEPUTY DIRECTOR OF FINANCE (U)629$10,786.71 MONTHLY $13,111.34 MONTHLYMANAGEMENTSALARY SCHEDULE FOR FISCAL YEAR 2022/20232 of 8 Packet Pg. 325
ADOPTED 01/18/23EFFECTIVE 01/01/23CLASSCODECLASSIFICATION TITLE SALARY RANGENEW BOTTOM STEPBOTTOM HOURLY/MONTHLYNEW TOP STEPTOP HOURLY/MONTHLYUNIT10720 DEPUTY DIRECTOR OF HOUSING AND HOMELESSNESS (U) 629 $10,786.71 MONTHLY $13,111.34 MONTHLYMANAGEMENT10610 DEPUTY DIRECTOR OF HUMAN RESOURCES (U) 629 $10,786.71 MONTHLY$13,111.34 MONTHLYMANAGEMENT10638 DEPUTY DIRECTOR OF INFORMATION TECHNOLOGY (U) 629 $10,786.71MONTHLY $13,111.34 MONTHLYMANAGEMENT10830 DEPUTY DIRECTOR OF OPERATIONS (U) 629 $10,786.71 MONTHLY $13,111.34 MONTHLYMANAGEMENT10732 DEPUTY DIRECTOR OF PARKS/REC/COMM SVCS (U) 612 $9,910.23 MONTHLY $12,045.01 MONTHLYMANAGEMENT10803 DEPUTY DIRECTOR OF PUBLIC WORKS/CITY ENGINEER (U) 678 $13,772.65 MONTHLY $16,740.66 MONTHLYMANAGEMENT10802 DEPUTY DIRECTOR/CITY PLANNER (U) 662 $12,716.87 MONTHLY $15,457.05 MONTHLYMANAGEMENT10400 DEPUTY LIBRARY DIRECTOR (U) 575 $8,239.54 MONTHLY $10,015.71 MONTHLYMANAGEMENT40466 DETECTIVE/CORPORALP2 $8,516.94 MONTHLY $11,169.58 MONTHLYPOLICE SAFETY10685 DIRECTOR OF ANIMAL SERVICES (U) 630 $10,840.50 MONTHLY $12,830.31 MONTHLYEXECUTIVE10520 DIRECTOR OF COMMUNITY AND ECONOMIC DEVELOPMENT (U) 692 $14,769.37 MONTHLY $17,951.49 MONTHLYEXECUTIVE10711 DIRECTOR OF FINANCE (U)692 $14,769.37 MONTHLY $17,951.49 MONTHLYEXECUTIVE10665 DIRECTOR OF HUMAN RESOURCES (U) 660 $12,590.30 MONTHLY $15,303.06 MONTHLYEXECUTIVE10625 DIRECTOR OF INFORMATION TECHNOLOGY (U) 660 $12,590.30 MONTHLY$15,303.06 MONTHLYEXECUTIVE10731 DIRECTOR OF PARKS/REC/COMMUNITY SERVICES (U) 662 $12,716.87 MONTHLY $15,457.05 MONTHLYEXECUTIVE10753 DIRECTOR OF PUBLIC WORKS (U) 692 $14,769.37 MONTHLY $17,951.49MONTHLYEXECUTIVE20200 DISADVANTAGED BUSINESS ENTERPRISE (DBE) SPECIALIST 560 $7,793.72 MONTHLY $9,473.10 MONTHLYMIDDLE MANAGEMENT10140 DIVERSITY, EQUITY & INCLUSION OFFICER (U) 590 $8,879.76 MONTHLY $10,794.10 MONTHLYMANAGEMENT10125 ECONOMIC DEVELOPMENT DIVISION MANAGER (U) 600 $9,334.35 MONTHLY $11,345.72 MONTHLYMANAGEMENT10127 ECONOMIC DEVELOPMENT PROJECT MANAGER 560 $7,645.73 MONTHLY $9,293.22 MONTHLYMANAGEMENT10120 ECONOMIC DEVELOPMENT SPECIALIST 500 $5,668.11 MONTHLY $6,889.49MONTHLYCONFIDENTIAL30831 ELECTRICIAN I (FLEX)445 $4,395.73 MONTHLY $5,342.67 MONTHLYGENERAL30841 ELECTRICIAN II465 $4,856.29 MONTHLY $5,903.30 MONTHLYGENERAL10367 EMERGENCY OPERATIONS MANAGER 565 $7,838.75 MONTHLY $9,528.42 MONTHLYMANAGEMENT30432 ENGINEERING ASSISTANT I (FLEX) 450 $4,506.57 MONTHLY $5,478.25MONTHLYGENERAL30434 ENGINEERING ASSISTANT II475 $5,104.86 MONTHLY $6,205.67 MONTHLYGENERAL30436 ENGINEERING ASSISTANT III511 $6,108.83 MONTHLY $7,425.93 MONTHLYGENERAL20441 ENGINEERING ASSOCIATE532 $6,777.71 MONTHLY $8,238.83 MONTHLYMIDDLE MANAGEMENT10180 ENGINEERING PROJECT MANAGER 590 $8,879.76 MONTHLY $10,794.10 MONTHLYMANAGEMENT30445 ENGINEERING TECHNICIAN446 $4,417.25 MONTHLY $5,369.57 MONTHLYGENERAL10200 ENTERPRISE RESOURCE PLANNING (ERP) PROJECT MANAGER 532 $6,649.01 MONTHLY $8,082.39 MONTHLYMANAGEMENT30420 ENVIRONMENTAL PROGRAMS COORDINATOR 464 $4,832.61 MONTHLY $5,874.25 MONTHLYGENERAL20444 ENVIRONMENTAL PROJECT MANAGER 560 $7,793.72 MONTHLY $9,473.10 MONTHLYMIDDLE MANAGEMENT20024 EQUIPMENT MAINTENANCE MANAGER 551 $7,451.83 MONTHLY $9,058.09 MONTHLYMIDDLE MANAGEMENT20025 EQUIPMENT MAINTENANCE SUPERVISOR 523 $6,480.97 MONTHLY $7,877.59 MONTHLYMIDDLE MANAGEMENT30921 EQUIPMENT MECHANIC I (FLEX) 431 $4,098.74 MONTHLY $4,982.19 MONTHLYGENERAL30902 EQUIPMENT MECHANIC II450 $4,506.57 MONTHLY $5,478.25 MONTHLYGENERAL30943 EQUIPMENT SERVICE WORKER 408 $3,655.40 MONTHLY $4,443.08 MONTHLYGENERAL30707 EXECUTIVE ASSISTANT430 $4,079.37 MONTHLY $4,957.44 MONTHLYGENERAL10707 EXECUTIVE ASSISTANT (U)430 $3,998.48 MONTHLY $4,859.14 MONTHLYCONFIDENTIAL10982 EXECUTIVE ASSISTANT TO DIRECTOR (U) 464 $4,736.79 MONTHLY $5,757.77 MONTHLYCONFIDENTIAL10978 EXECUTIVE ASSISTANT TO MAYOR (U) 502 $5,725.07 MONTHLY $6,959.10 MONTHLYCONFIDENTIAL10976 EXECUTIVE ASSISTANT TO THE CITY MANAGER (U) 502 $5,725.07 MONTHLY $6,959.10 MONTHLYCONFIDENTIAL10951 EXECUTIVE STAFF ASSISTANT TO CITY COUNCIL (U) 550 $7,273.41 MONTHLY $8,841.79 MONTHLYMANAGEMENT00083EXTRA RELIEF HEAVY LABORER (PT)361 $2,687.00 MONTHLY $3,266.00 MONTHLYNA10939 FACILITIES & FLEET MAINTENANCE DIVISION MANAGER (U) 591 $8,924.06 MONTHLY $10,847.89 MONTHLYMANAGEMENT30623 FACILITIES MAINTENANCE MECHANIC 420 $3,880.30 MONTHLY $4,716.40MONTHLYGENERAL20092 FACILITIES MAINTENANCE SUPERVISOR 515 $6,227.24 MONTHLY $7,569.02 MONTHLYMIDDLE MANAGEMENT10512 FINANCIAL ANALYST532 $6,649.01 MONTHLY $8,082.39 MONTHLYMANAGEMENT30506 FLEET PARTS STOREKEEPER398 $3,476.77 MONTHLY $4,226.79 MONTHLYGENERALSALARY SCHEDULE FOR FISCAL YEAR 2022/20233 of 8 Packet Pg. 326
ADOPTED 01/18/23EFFECTIVE 01/01/23CLASSCODECLASSIFICATION TITLE SALARY RANGENEW BOTTOM STEPBOTTOM HOURLY/MONTHLYNEW TOP STEPTOP HOURLY/MONTHLYUNIT30944 FLEET PARTS TECHNICIAN438 $4,245.08 MONTHLY $5,159.74 MONTHLYGENERAL00259FOOD SERVICE PROGRAM SPECIALIST (PT)361 $2,687.00 MONTHLY $3,266.00 MONTHLYNA20060 FOOD SERVICE SUPERVISOR478 $5,177.90 MONTHLY $6,293.90 MONTHLYMIDDLE MANAGEMENT30165 FORENSICS SPECIALIST I (FLEX) 448 $4,462.45 MONTHLY $5,423.37 MONTHLYGENERAL30166 FORENSICS SPECIALIST II478 $5,182.34 MONTHLY $6,299.29 MONTHLYGENERAL20160 FORENSICS SUPERVISOR543 $7,160.46 MONTHLY $8,703.30 MONTHLYMIDDLE MANAGEMENT20490 FORESTRY SUPERVISOR542 $7,124.98 MONTHLY $8,660.29 MONTHLYMIDDLE MANAGEMENT10624 GIS ADMINISTRATOR580 $8,448.38 MONTHLY $10,268.84 MONTHLYCONFIDENTIAL10623 GIS ANALYST483 $5,207.20 MONTHLY $6,329.43 MONTHLYCONFIDENTIAL10730 GRANT DIVISION MANAGER (U) 601 $9,380.76 MONTHLY $11,402.68 MONTHLYMANAGEMENT10778 GRANT WRITER506 $5,841.09 MONTHLY $7,099.38 MONTHLYCONFIDENTIAL30133 GRANTS ANALYST476 $5,130.68 MONTHLY $6,236.88 MONTHLYGENERAL30136 GRANTS ASSISTANT390 $3,341.19 MONTHLY $4,061.07 MONTHLYGENERAL20100 GRANTS MANAGER (U)506 $5,954.15 MONTHLY $7,236.80 MONTHLYMIDDLE MANAGEMENT30098 GROUNDWORKER ARBORIST392 $3,374.54 MONTHLY $4,101.97 MONTHLYGENERAL30516 HAZMAT TECHNICIAN452 $4,551.76 MONTHLY $5,533.13 MONTHLYGENERAL10700 HOMELESS SERVICES COORDINATOR 556 $7,494.90 MONTHLY $9,109.69 MONTHLYMANAGEMENT10121 HOUSING COMPLIANCE SPECIALIST 500 $5,668.11 MONTHLY $6,889.49 MONTHLYMANAGEMENT10129 HOUSING DIVISION MANAGER (U) 601 $9,380.76 MONTHLY $11,402.68 MONTHLYMANAGEMENT10657 HUMAN RESOURCES ANALYST 518 $6,200.75 MONTHLY $7,537.09 MONTHLYCONFIDENTIAL10683 HUMAN RESOURCES ANALYST I 500 $5,668.11 MONTHLY $6,889.49 MONTHLYCONFIDENTIAL10684 HUMAN RESOURCES ANALYST II 518 $6,200.75 MONTHLY $7,537.09 MONTHLYCONFIDENTIAL10682 HUMAN RESOURCES ANALYST TRAINEE 476 $5,028.95 MONTHLY $6,113.21MONTHLYCONFIDENTIAL10672 HUMAN RESOURCES DIVISION MANAGER (U) 590 $8,879.76 MONTHLY $10,794.10 MONTHLYMANAGEMENT10673 HUMAN RESOURCES GENERALIST 490 $5,392.83 MONTHLY $6,555.14 MONTHLYCONFIDENTIAL30207 HUMAN RESOURCES TECHNICIAN 418 $3,841.56 MONTHLY $4,670.13 MONTHLYGENERAL30101 HVAC MECHANIC460 $4,736.84 MONTHLY $5,758.03 MONTHLYGENERAL10627 INFORMATION TECHNOLOGY ANALYST I (FLEX) 498 $5,612.21 MONTHLY$6,821.99 MONTHLYCONFIDENTIAL10626 INFORMATION TECHNOLOGY ANALYST II 520 $6,262.98 MONTHLY $7,613.03 MONTHLYCONFIDENTIAL10637 INFORMATION TECHNOLOGY MANAGER 599 $9,287.94 MONTHLY $11,288.76MONTHLYMANAGEMENT10631 INFORMATION TECHNOLOGY OPERATIONS SUPERVISOR 530 $6,583.62 MONTHLY $8,002.23 MONTHLYCONFIDENTIAL10388 INFORMATION TECHNOLOGY TECHNICIAN I (FLEX) 430 $3,998.48 MONTHLY $4,859.14 MONTHLYCONFIDENTIAL30638 LANDSCAPE & IRRIGATION INSPECTOR I (FLEX) 447 $4,439.85 MONTHLY $5,396.47 MONTHLYGENERAL30639 LANDSCAPE & IRRIGATION INSPECTOR II 467 $4,905.79 MONTHLY $5,962.48 MONTHLYGENERAL00308 LAW ENFORCEMENT TRAINEE NA $32.96 HOURLY $32.96 HOURLYNA30113 LEAD ANIMAL CONTROL OFFICER 437 $4,223.56 MONTHLY $5,133.91 MONTHLYGENERAL30080 LEAD BUILDING INSPECTOR526 $6,583.37 MONTHLY $8,002.71 MONTHLYGENERAL30463 LEAD CODE ENFORCEMENT OFFICER 498 $5,725.75 MONTHLY $6,960.00 MONTHLYGENERAL30311 LEAD CUSTODIAN397 $3,459.55 MONTHLY $4,205.27 MONTHLYGENERAL30932 LEAD EQUIPMENT MECHANIC 470 $4,978.96 MONTHLY $6,052.87 MONTHLYGENERAL20170 LEAD FORENSICS SPECIALIST516 $6,258.42 MONTHLY $7,606.65 MONTHLYMIDDLE MANAGEMENT30490 LEAD MAINTENANCE WORKER 452 $4,551.76 MONTHLY $5,533.13 MONTHLYGENERAL30593 LEAD PARKS CONSTRUCTION AND MAINTENANCE WORKER 471 $5,004.78MONTHLY $6,083.00 MONTHLYGENERAL10319 LEGAL ADMINISTRATIVE ASSISTANT (U) 497 $5,583.74 MONTHLY $6,787.18 MONTHLYCONFIDENTIAL30335 LIBRARIAN I (FLEX)450 $4,506.57 MONTHLY $5,478.25 MONTHLYGENERAL30366 LIBRARIAN II479 $5,208.16 MONTHLY $6,330.50 MONTHLYGENERAL30341 LIBRARY ASSISTANT370 $3,023.75 MONTHLY $3,675.84 MONTHLYGENERAL20388 LIBRARY CIRCULATION SUPERVISOR 460 $4,732.79 MONTHLY $5,753.10MONTHLYMIDDLE MANAGEMENT10401 LIBRARY DIRECTOR (U)635 $11,114.73 MONTHLY $13,508.97 MONTHLYMANAGEMENT20385 LIBRARY NETWORK ADMINISTRATOR 492 $5,552.05 MONTHLY $6,748.68 MONTHLYMIDDLE MANAGEMENTSALARY SCHEDULE FOR FISCAL YEAR 2022/20234 of 8 Packet Pg. 327
ADOPTED 01/18/23EFFECTIVE 01/01/23CLASSCODECLASSIFICATION TITLE SALARY RANGENEW BOTTOM STEPBOTTOM HOURLY/MONTHLYNEW TOP STEPTOP HOURLY/MONTHLYUNIT30380 LIBRARY NETWORK TECHNICIAN 422 $3,919.03 MONTHLY $4,763.75 MONTHLYGENERAL00361LIBRARY PAGE (PT)361 $2,687.00 MONTHLY $3,266.00 MONTHLYNA20387 LIBRARY PROGRAM COORDINATOR 450 $4,502.71 MONTHLY $5,473.56 MONTHLYMIDDLE MANAGEMENT30391 LIBRARY TECHNICIAN I (FLEX) 380 $3,178.70 MONTHLY $3,864.15 MONTHLYGENERAL30392 LIBRARY TECHNICIAN II402 $3,546.71 MONTHLY $4,311.80 MONTHLYGENERAL00133LIFEGUARD (PT)370 $2,810.00 MONTHLY $3,416.00 MONTHLYNA30215 LITERACY PROGRAM COORDINATOR 470 $4,978.96 MONTHLY $6,052.87 MONTHLYGENERAL20484 MAINTENANCE SUPERVISOR522 $6,448.72 MONTHLY $7,837.81 MONTHLYMIDDLE MANAGEMENT30486 MAINTENANCE WORKER I (FLEX) 393 $3,391.76 MONTHLY $4,122.41 MONTHLYGENERAL30487 MAINTENANCE WORKER II415 $3,784.53 MONTHLY $4,600.18 MONTHLYGENERAL30488 MAINTENANCE WORKER III425 $3,978.22 MONTHLY $4,835.84 MONTHLYGENERAL10530 MANAGEMENT ANALYST I (FLEX) 476 $5,028.95 MONTHLY $6,113.21 MONTHLYMANAGEMENT10531 MANAGEMENT ANALYST I (FLEX)(U) 476 $5,028.95 MONTHLY $6,113.21MONTHLYMANAGEMENT10532 MANAGEMENT ANALYST II506 $5,841.09 MONTHLY $7,099.38 MONTHLYMANAGEMENT10533 MANAGEMENT ANALYST II (U)506 $5,841.09 MONTHLY $7,099.38 MONTHLYMANAGEMENT10516 MARKETING & MEDIA SPECIALIST 476 $5,028.95 MONTHLY $6,113.21 MONTHLYCONFIDENTIAL30515 MARKETING & PUBLIC RELATIONS SPECIALIST 461 $4,760.52 MONTHLY$5,787.09 MONTHLYGENERAL00502MAYORNA $4,166.67 MONTHLY $4,166.67 MONTHLYNA10503 MAYOR'S CHIEF OF STAFF (U) 580 $8,448.38 MONTHLY $10,268.84 MONTHLYMANAGEMENT10190 NEIGHBORHOOD & CUSTOMER SERVICE MANAGER (U) 561 $7,683.70 MONTHLY $9,339.63 MONTHLYMANAGEMENT10528 NETWORK SYSTEMS ADMINISTRATOR 566 $7,877.77 MONTHLY $9,575.88 MONTHLYCONFIDENTIAL30425 NPDES INSPECTOR I (FLEX)461 $4,760.52 MONTHLY $5,787.09 MONTHLYGENERAL30426 NPDES INSPECTOR II485 $5,366.34 MONTHLY $6,523.11 MONTHLYGENERAL20555 NPDES MANAGER525 $6,545.48 MONTHLY $7,956.07 MONTHLYMIDDLE MANAGEMENT10868 OPERATIONS & MAINTENANCE DIVISION MANAGER (U) 591 $8,924.06 MONTHLY $10,847.89 MONTHLYMANAGEMENT30581 PARKING ENFORCEMENT OFFICER 380 $3,178.70 MONTHLY $3,864.15 MONTHLYGENERAL20603 PARKS AND LANDSCAPE MAINTENANCE SUPERVISOR 534 $6,845.45 MONTHLY $8,321.62 MONTHLYMIDDLE MANAGEMENT30611 PARKS MAINTENANCE WORKER I (FLEX) 390 $3,341.19 MONTHLY $4,061.07 MONTHLYGENERAL30622 PARKS MAINTENANCE WORKER II 421 $3,899.66 MONTHLY $4,740.07 MONTHLYGENERAL10064 PAYROLL SUPERVISOR521 $6,294.62 MONTHLY $7,651.00 MONTHLYMANAGEMENT10068 PAYROLL TECHNICIAN430 $3,998.48 MONTHLY $4,859.14 MONTHLYCONFIDENTIAL20400 PERMIT SERVICES SUPERVISOR 494 $5,607.96 MONTHLY $6,816.42 MONTHLYMIDDLE MANAGEMENT30691 PLANNING AIDE456 $4,643.23 MONTHLY $5,643.97 MONTHLYGENERAL10713 PLANNING DIVISION MANAGER (U) 594 $9,059.07 MONTHLY $11,011.37MONTHLYMANAGEMENT30680 PLANS EXAMINER I (FLEX)499 $5,754.80 MONTHLY $6,994.43 MONTHLYGENERAL30682 PLANS EXAMINER II534 $6,851.31 MONTHLY $8,328.75 MONTHLYGENERAL30481 PLUMBER450 $4,506.57 MONTHLY $5,478.25 MONTHLYGENERAL00192 POLICE CADET (PT)NA $15.50 HOURLY $17.00 HOURLYNA00520 POLICE CALL TAKER (PT)396 $19.85 HOURLY $24.14 HOURLYNA50283 POLICE CAPTAINP5 $17,351.00 MONTHLY $17,351.00 MONTHLYPOLICE MANAGEMENT20775 POLICE DISPATCH MANAGER528 $6,644.39 MONTHLY $8,076.49 MONTHLYMIDDLE MANAGEMENT20772 POLICE DISPATCH SUPERVISOR 498 $5,720.85 MONTHLY $6,954.04 MONTHLYMIDDLE MANAGEMENT32767 POLICE DISPATCHER I (FLEX)425 $4,025.63 MONTHLY $4,893.48 MONTHLYPOLICE DISPATCHER32768 POLICE DISPATCHER II456 $4,698.57 MONTHLY $5,711.24 MONTHLYPOLICE DISPATCHER30848 POLICE FLEET MAINTENANCE EXPEDITOR 398 $3,476.77 MONTHLY $4,226.79 MONTHLYGENERAL50402 POLICE LIEUTENANTP4 $14,743.00 MONTHLY $14,743.00 MONTHLYPOLICE MANAGEMENT40751 POLICE OFFICERP1 $7,334.59 MONTHLY $9,795.27 MONTHLYPOLICE SAFETY30218 POLICE PERSONNEL AND TRAINING TECHNICIAN 430 $4,079.37 MONTHLY $4,957.44 MONTHLYGENERAL20765 POLICE RECORDS SUPERVISOR 464 $4,828.48 MONTHLY $5,869.22 MONTHLYMIDDLE MANAGEMENT30219 POLICE RECORDS TECHNICIAN I (FLEX) 369 $3,008.68 MONTHLY $3,657.55 MONTHLYGENERALSALARY SCHEDULE FOR FISCAL YEAR 2022/20235 of 8 Packet Pg. 328
ADOPTED 01/18/23EFFECTIVE 01/01/23CLASSCODECLASSIFICATION TITLE SALARY RANGENEW BOTTOM STEPBOTTOM HOURLY/MONTHLYNEW TOP STEPTOP HOURLY/MONTHLYUNIT30220 POLICE RECORDS TECHNICIAN II 390 $3,341.19 MONTHLY $4,061.07 MONTHLYGENERAL40332 POLICE SERGEANTP3 $9,638.12 MONTHLY $12,621.94 MONTHLYPOLICE SAFETY30585 POOL MAINTENANCE COORDINATOR 421 $3,899.66 MONTHLY $4,740.07 MONTHLYGENERAL00331POOL MANAGER I (PT)421 $3,624.00 MONTHLY $4,405.00 MONTHLYNA00333POOL MANAGER II (PT)443 $4,044.00 MONTHLY $4,916.00 MONTHLYNA20019 PRINCIPAL ACCOUNTANT550 $7,414.20 MONTHLY $9,012.94 MONTHLYMIDDLE MANAGEMENT10182 PRINCIPAL CIVIL ENGINEER600 $9,334.35 MONTHLY $11,345.72 MONTHLYMANAGEMENT10243 PRINCIPAL PLANNER580 $8,448.38 MONTHLY $10,268.84 MONTHLYMANAGEMENT20864 PROCUREMENT CONTRACT SPECIALIST 520 $6,384.21 MONTHLY $7,760.40MONTHLYMIDDLE MANAGEMENT00360PROGRAMMING/TRAFFIC ASSISTANT400 $3,264.00 MONTHLY $3,967.00 MONTHLYNA10132 PROJECT MANAGER OF COMMUNITY DEVELOPMENT PROGRAMS (U) 550 $7,273.41 MONTHLY $8,841.79 MONTHLYMANAGEMENT10639 PROJECT MANAGER/COMMUNITY SERVICES 550 $7,273.41 MONTHLY $8,841.79 MONTHLYMANAGEMENT20949 PROPERTY AND EVIDENCE SUPERVISOR 494 $5,607.96 MONTHLY $6,816.42 MONTHLYMIDDLE MANAGEMENT30947 PROPERTY AND EVIDENCE TECHNICIAN I (FLEX) 411 $3,710.28 MONTHLY $4,509.79 MONTHLYGENERAL30948 PROPERTY AND EVIDENCE TECHNICIAN II 472 $5,029.53 MONTHLY $6,113.13 MONTHLYGENERAL10212 PUBLIC INFORMATION OFFICER (U) 593 $9,013.71 MONTHLY $10,956.52MONTHLYMANAGEMENT30580 PUBLIC WORKS INSPECTOR I (FLEX) 476 $5,130.68 MONTHLY $6,236.88MONTHLYGENERAL30583 PUBLIC WORKS INSPECTOR II499 $5,754.80 MONTHLY $6,994.43 MONTHLYGENERAL30584 PUBLIC WORKS INSPECTOR III 529 $6,683.45 MONTHLY $8,123.23 MONTHLYGENERAL10900 PUBLIC WORKS SAFETY AND TRAINING OFFICER 510 $5,958.16 MONTHLY $7,242.82 MONTHLYMANAGEMENT10863 PURCHASING DIVISION MANAGER (U) 598 $9,241.54 MONTHLY $11,232.86 MONTHLYMANAGEMENT30770 RANGEMASTER465 $4,856.29 MONTHLY $5,903.30 MONTHLYGENERAL10440 REAL PROPERTY MANAGER580 $8,448.38 MONTHLY $10,268.84 MONTHLYMANAGEMENT10259 RECORDS MANAGEMENT SPECIALIST (U) 460 $4,642.92 MONTHLY $5,643.85 MONTHLYCONFIDENTIAL00222RECREATION AIDE (PT)361 $2,687.00 MONTHLY $3,266.00 MONTHLYNA00244RECREATION LEADER (PT)368 $2,782.00 MONTHLY $3,382.00 MONTHLYNA00230RECREATION SPECIALIST (PT)393 $3,152.00 MONTHLY $3,831.00 MONTHLYNA00256 RECREATION SUPERVISOR (AQUATICS) (PT) 481 $4,888.00 MONTHLY $5,942.00 MONTHLYNA30825 RECREATION THERAPIST468 $4,929.46 MONTHLY $5,992.61 MONTHLYGENERAL30115 REGISTERED VETERINARY TECHNICIAN 450 $4,506.57 MONTHLY $5,478.25 MONTHLYGENERAL10690 RISK DIVISION MANAGER (U)590 $8,879.76 MONTHLY $10,794.10 MONTHLYMANAGEMENT10538 SAFETY OFFICER530 $6,583.62 MONTHLY $8,002.23 MONTHLYCONFIDENTIAL00266 SECURITY OFFICER I (PT)371 $2,824.00 MONTHLY $3,433.00 MONTHLYNA00265 SECURITY OFFICER II (PT)395 $3,183.00 MONTHLY $3,869.00 MONTHLYNA30708 SENIOR ADMINISTRATIVE ASSISTANT 420 $3,880.30 MONTHLY $4,716.40MONTHLYGENERAL30229 SENIOR ANIMAL SERVICES REPRESENTATIVE 390 $3,341.19 MONTHLY $4,061.07 MONTHLYGENERAL30410 SENIOR ARBORIST502 $5,840.89 MONTHLY $7,099.89 MONTHLYGENERAL10154 SENIOR CIVIL ENGINEER581 $8,490.57 MONTHLY $10,319.47 MONTHLYMANAGEMENT30228 SENIOR CUSTOMER SERVICE REPRESENTATIVE 435 $4,181.59 MONTHLY $5,083.34 MONTHLYGENERAL30230 SENIOR CUSTOMER SERVICE REPRESENTATIVE (BILINGUAL) 445 $4,395.73 MONTHLY $5,342.67 MONTHLYGENERAL30232 SENIOR CUSTOMER SERVICE REPRESENTATIVE (BILINGUAL)(U) 445 $4,395.73 MONTHLY $5,342.67 MONTHLYGENERAL10222 SENIOR CUSTOMER SERVICE REPRESENTATIVE (U) 435 $4,098.68 MONTHLY $4,982.54 MONTHLYCONFIDENTIAL10632 SENIOR GIS ANALYST530 $6,583.62 MONTHLY $8,002.23 MONTHLYCONFIDENTIAL10656 SENIOR HUMAN RESOURCES TECHNICIAN 461 $4,666.12 MONTHLY $5,672.33 MONTHLYCONFIDENTIAL10689 SENIOR HUMAN RESOURCES/RISK ANALYST 559 $7,607.76 MONTHLY $9,246.81 MONTHLYCONFIDENTIAL10622 SENIOR INFORMATION TECHNOLOGY ANALYST 553 $7,383.10 MONTHLY $8,974.69 MONTHLYCONFIDENTIAL10385 SENIOR INFORMATION TECHNOLOGY TECHNICIAN 488 $5,339.04 MONTHLY $6,489.75 MONTHLYCONFIDENTIAL00283SENIOR LIFEGUARD (PT)396 $3,199.00 MONTHLY $3,889.00 MONTHLYNA10513 SENIOR MANAGEMENT ANALYST 556 $7,494.90 MONTHLY $9,109.69 MONTHLYMANAGEMENT10514 SENIOR MANAGEMENT ANALYST (U) 556 $7,494.90 MONTHLY $9,109.69 MONTHLYMANAGEMENTSALARY SCHEDULE FOR FISCAL YEAR 2022/20236 of 8 Packet Pg. 329
ADOPTED 01/18/23EFFECTIVE 01/01/23CLASSCODECLASSIFICATION TITLE SALARY RANGENEW BOTTOM STEPBOTTOM HOURLY/MONTHLYNEW TOP STEPTOP HOURLY/MONTHLYUNIT10529 SENIOR NETWORK SYSTEMS ADMINISTRATOR 592 $8,969.42 MONTHLY $10,901.68 MONTHLYCONFIDENTIAL30710 SENIOR OFFICE ASSISTANT375 $3,100.15 MONTHLY $3,768.38 MONTHLYGENERAL10223 SENIOR OFFICE ASSISTANT (U) 375 $3,038.67 MONTHLY $3,693.66 MONTHLYCONFIDENTIAL20243 SENIOR PLANNER549 $7,377.64 MONTHLY $8,967.78 MONTHLYMIDDLE MANAGEMENT00294SENIOR RECREATION LEADER (PT)375 $2,881.00 MONTHLY $3,502.00 MONTHLYNA10300 SHELTER VETERINARIAN644$11,624.17 MONTHLY $14,130.20 MONTHLYMANAGEMENT30978 SOLID WASTE FIELD INSPECTOR 450 $4,506.57 MONTHLY $5,478.25 MONTHLYGENERAL20995 STATION MANAGER490 $5,497.22 MONTHLY $6,682.02 MONTHLYMIDDLE MANAGEMENT00019STUDENT INTERN (PT)361 $2,687.00 MONTHLY $3,266.00 MONTHLYNA20336 TECHNOLOGY LIBRARIAN502 $5,835.89 MONTHLY $7,093.81 MONTHLYMIDDLE MANAGEMENT10443 TRAFFIC ENGINEER573 $8,158.33 MONTHLY $9,916.56 MONTHLYMANAGEMENT20437 TRAFFIC ENGINEERING ASSOCIATE 532 $6,777.71 MONTHLY $8,238.83 MONTHLYMIDDLE MANAGEMENT20438 TRAFFIC OPERATIONS AND SYSTEMS ANALYST 552 $7,489.46 MONTHLY $9,103.25 MONTHLYMIDDLE MANAGEMENT20370 TRAFFIC SIGNAL AND LIGHTING SUPERVISOR 533 $6,812.12 MONTHLY $8,279.69 MONTHLYMIDDLE MANAGEMENT30447 TRAFFIC SIGNAL TECHNICIAN I (FLEX) 450 $4,506.57 MONTHLY $5,478.25 MONTHLYGENERAL30448 TRAFFIC SIGNAL TECHNICIAN II 484 $5,339.44 MONTHLY $6,489.76 MONTHLYGENERAL30449 TRAFFIC SIGNAL TECHNICIAN III 513 $6,170.16 MONTHLY $7,500.18 MONTHLYGENERAL30667 TREASURY ASSISTANT399 $3,495.06 MONTHLY $4,247.23 MONTHLYGENERAL10740 TREASURY MANAGER598 $9,241.54 MONTHLY $11,232.86 MONTHLYMANAGEMENT20666 TREASURY SUPERVISOR502 $5,835.89 MONTHLY $7,093.81 MONTHLYMIDDLE MANAGEMENT30620 VOLUNTEER COORDINATOR (GRANT FUNDED) 358 $2,848.35 MONTHLY $3,461.71 MONTHLYGENERAL30000 WEED ABATEMENT COORDINATOR 462 $4,784.19 MONTHLY $5,816.14 MONTHLYGENERALREVISION ADOPTED BY MCC 6/19/17REVISION ADOPTED BY MCC 6/20/18REVISION ADOPTED BY MCC 06/19/19REVISION ADOPTED BY MCC 8/21/19REVISION ADOPTED BY MCC 1/15/20REVISION ADOPTED BY MCC 6/24/20REVISION ADOPTED BY MCC 9/2/20REVISION ADOPTED BY MCC 12/16/20REVISION ADOPTED BY MCC 2/17/21REVISION ADOPTED BY MCC 7/21/21REVISION ADOPTED BY MCC 6/16/21REVISION ADOPTED BY MCC 7/21/21REVISION ADOPTED BY MCC 8/4/21REVISION ADOPTED BY MCC 9/15/21REVISION ADOPTED BY MCC 10/20/21REVISION ADOPTED BY MCC 11/3/21REVISION ADOPTED BY MCC 2/2/22REVISION ADOPTED BY MCC 2/16/22REVISION ADOPTED BY MCC 3/16/22REVISION ADOPTED BY MCC 4/6/22REVISION ADOPTED BY MCC 5/18/22REVISION ADOPTED BY MCC 6/15/22(U) DENOTES UNCLASSIFIED * Part‐time, seasonal, and temporary filled positions with a salary established in Resolution No. 2022‐ shall be paid the hourly equivalent of the salary listed in the 2022/2023 Salary Schedule and shall be provided only those benefits mandated by applicable SALARY SCHEDULE FOR FISCAL YEAR 2022/20237 of 8 Packet Pg. 330
ADOPTED 01/18/23EFFECTIVE 01/01/23CLASSCODECLASSIFICATION TITLE SALARY RANGENEW BOTTOM STEPBOTTOM HOURLY/MONTHLYNEW TOP STEPTOP HOURLY/MONTHLYUNITREVISION ADOPTED BY MCC 7/20/22REVISION ADOPTED BY MCC 8/17/22REVISION ADOPTED BY MCC 9/21/22REVISION ADOPTED BY MCC 10/19/22REVISION ADOPTED BY MCC 11/2/22REVISION ADOPTED BY MCC 11/16/22REVISION ADOPTED BY MCC 12/7/22SALARY SCHEDULE FOR FISCAL YEAR 2022/20238 of 8 Packet Pg. 331
CITY OF SAN BERNARDINO POLICE DEPARTMENT
First 6 Following Third Fourth Fifth & Sub-
JOB Months 18 Months Year Year sequent Yrs
TITLE Service Service Service Service Service
Monthly Pay Rates Effective July 1, 2022:
Police Officer $7,334.59 $7,949.49 $8,565.46 $9,180.36 $9,795.27
P-1
Detective/Corporal $8,516.94 $9,180.36 $9,843.78 $10,506.16 $11,169.58
P-2
Sergeant $9,638.12 $10,383.81 $11,129.50 $11,876.25 $12,621.94
P-3
Lieutenant -- -- -- -- $15,898.11
P-4
Captain -- -- -- -- $18,710.45
P-5
Assistant Chief -- -- -- -- $22,906.31
P-6
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, City Manager
By: Suzie H. Soren, Director of Human Resources
Department:Human Resources
Subject:Memorandum of Understanding between the City of
San Bernardino and the San Bernardino Police
Management Association (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, approve a Memorandum of Understanding (MOU) between the City of San
Bernardino and the San Bernardino Police Management Association (SBPMA).
Background
The California Meyers-Millias-Brown-Act (MMBA) requires the City to meet and confer,
in good faith, with its bargaining groups on all matters relating to employment
conditions and employer-employee relations including but not limited to wages, hours,
and other terms and conditions of employment.
The San Bernardino Police Officers’ Association’s (SBPOA) MOU has historically
applied to members of the San Bernardino Police Management Association (SBPMA).
The City has long recognized the SBPMA for purposes of meeting and conferring over
conditions of employment of sworn management positions in the San Bernardino
Police Department. A Compensation and Benefits Plan between the City and SBPMA
covering such terms and conditions of employment was adopted by Resolution No.
2022-237 on November 16, 2022. On January 5, 2023, the parties reached a final
agreement on the terms for a Memorandum of Understanding (MOU), which is
currently before the Mayor and City Council for its approval.
Discussion
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The currently adopted Compensation and Benefits Plan defines the wages and
benefits of those employees whose positions are part of the Police Management and
are represented by the San Bernardino Police Management Association. The MOU, if
adopted, describes additional points of understanding and details each party’s roles
and responsibilities. Additional deal points include some of the following:
•Employer/Employee Relation Matters
o Grievance Procedure
o Investigation Rights
o Personnel Files
•Fringe Benefits
o Safety Equipment
o Replacing/Repairing Personal Property
•Working conditions
o Work Schedules
•General Provisions
o Severability
Adoption of the SBPMA MOU will ensure that consistency and fairness is exercised
between the San Bernardino Police Management Association and the San Bernardino
Police Officers‘ Association. It will also make for less uncertainty in terms and
conditions of employment and helps prevent future unexpected disputes to occur.
2021-2025 Strategic Targets and Goals
Approving an MOU with SBPMA aligns with Key Target No. 2b: Focused, Aligned
Leadership and Unified Community by building a culture that attracts, retains, and
motivates the highest quality talent.
Fiscal Impact
There is no financial impact to the City by adopting a memorandum of
understanding with the San Bernardino Police Management Association.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, approve a Memorandum of Understanding (MOU) between the City of San
Bernardino and the San Bernardino Police Management Association (SBPMA).
Attachments
Attachment 1 - SBPMA Memorandum of Understanding
Ward:
All Wards
Synopsis of Previous Council Actions:
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November 16, 2022 The Mayor and City Council Adopted Resolution No. 2022-
237, adopting the Compensation and Benefits Plan between
the City of San Bernardino and the San Bernardino Police
Management Association.
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POLICE
MANAGMENT ASSOCIATION
MEMORANDUM
OF
UNDERSTANDING
JULY 1, 2020
TO
JUNE 30, 2025
CITY OF SAN BERNARDINO
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TABLE OF CONTENTS
Page
ARTICLE I - - ADMINISTRATION.............................................................................................1
Section 1 - - Definition of Terms........................................................................................1
Section 2 - - Management Rights .......................................................................................2
Section 3 - - Mutual Aid.....................................................................................................2
Section 4 - - Agency Personnel Rules ................................................................................3
Section 5 - - Employees’ Rights.........................................................................................3
ARTICLE II - - EMPLOYER-EMPLOYEE RELATIONS...........................................................3
Section 1 - - Recognition....................................................................................................3
Section 2 - - No Strike........................................................................................................3
Section 3 - - Payroll Deductions.........................................................................................4
Section 4 - - Grievance Procedure......................................................................................4
Section 5 - - Employee Representatives.............................................................................7
Section 6 - - Investigation Rights .......................................................................................7
Section 7 - - Non-Discrimination .......................................................................................8
Section 8 - - Personnel Files...............................................................................................8
Section 9 - - Political Activities..........................................................................................8
Section 10 - - Use of City Resources..................................................................................8
ARTICLE III - - COMPENSATION .............................................................................................9
Section 1 - - Salaries...........................................................................................................9
Section 2 - - PERS/Retirement Plan...................................................................................9
Section 3 - - Compensation Reimbursable Overtime for Working Contractual
Events ...................................................................................................................10
Section 4 - - Assignment to Higher Position....................................................................10
Section 5 - - Optional Cell Phone Allowance...................................................................10
Section 6 - - POST Incentive............................................................................................11
Section 7 - - Court Fines...................................................................................................11
Section 8 - - Technology Allowance ...............................................................................11
Section 9 -- Longevity Pay ……………………………………………………………...12
Section 10 – Education Pay……………………………………………………………...12
ARTICLE IV - - FRINGE BENEFITS ........................................................................................13
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TABLE OF CONTENTS
(continued)
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ii
Section 1 - - Health/Life Insurance - Active Employees..................................................13
Section 2 - - Rain Gear/Utility Uniforms/Uniform Allowance........................................13
Section 3 - - Books , Tuition Allowance and Professional Development........................14
Section 4 - - Deferred Compensation ...............................................................................14
Section 5 - - Safety Equipment.........................................................................................14
Section 6 - - Replacing/Repairing Personal Property.......................................................15
Section 7 - - Service Pins..................................................................................................15
ARTICLE V - - LEAVES.............................................................................................................15
Section 1 - - Pre-Petition Leave Banks.............................................................................15
Section 2 - - Vacations......................................................................................................16
Section 3 - - Holidays.......................................................................................................17
Section 4 - - Sick Leave....................................................................................................18
Section 5 - - Payment for Unused Sick Leave..................................................................19
Section 6 - - Injury Leave.................................................................................................20
Section 7 - - Leave of Absence Without Pay....................................................................21
Section 8 - - Military Leave..............................................................................................22
Section 9 - - Administrative Leave………………………………………………………23
ARTICLE VI - - WORKING CONDITIONS..............................................................................23
Section 1 - - Work Schedules ...........................................................................................23
Section 2 - - Probationary Period......................................................................................24
Section 3 - - Seniority.......................................................................................................24
Section 4 - - Reemployment.............................................................................................24
Section 5 - - Physical Examinations.................................................................................24
ARTICLE VII - - GENERAL PROVISIONS..............................................................................24
Section 1 - - Term.............................................................................................................24
Section 2 - - Notice of Intent to Reopen...........................................................................24
Section 3 - - Housing Incentives.......................................................................................24
Section 4 - - Per Diem/Reimbursement Policy.................................................................25
Section 5 - - Severability ..................................................................................................25
Section 6 - - Waiver Clause..............................................................................................25
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TABLE OF CONTENTS
(continued)
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Section 7 - - Prevailing Benefits.......................................................................................25
Section 8 - - Dispute Resolution.......................................................................................25
REFERENCES.............................................................................................................................26
POLICE MANAGEMENT EMPLOYEES’ MEMORANDUM OF UNDERSTANDING
2020 -2025....................................................................................................................................27
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ARTICLE I -- ADMINISTRATION
Section 1 -- Definition of Terms
Appointing Authority The Chief of the San Bernardino Police Department. In
the Chiefs absence, the Assistant Chief will be the
appointing authority.
Appropriate Unit Those positions recognized as belonging to the unit
covered by the terms of this MOU.
Association. The San Bernardino Police Management Association
(SBPMA).
Chief. The Chief of Police of the City of San Bernardino.
City. The City of San Bernardino.
Continuous Service. Five-sixths (5/6) of the available compensable days
within the 12-month period immediately preceding the
date of the employee’s return to service. 217 days for
employees working 8-hour shifts and 173 days for
employees working 10-hour shifts.
Department. The San Bernardino Police Department.
Division. Any one of the major Divisions of the Department.
Employee. All Management Personnel within the classifications in
this appropriate unit.
Employee Organization. The San Bernardino Police Management Association
(SBPMA).
Employer. Shall include the City of San Bernardino, and the City
of San Bernardino Police Department.
Gender. ” They” and “their” is used to be inclusive of all
genders.
Mandatory and Permissive. “Shall” is mandatory, “may” is permissive.
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Years of Employment. Shall include all full-time services for the City of San
Bernardino unless otherwise stated.
Memorandum of Understanding
(MOU).
Shall mean the contractual obligation between the City
and the employees of the Unit.
Singular and Plural. The singular also includes the plural.
Section 2 -- Management Rights
This Resolution shall not be deemed to limit or curtail the City in any way in the exercise
of the rights, powers and authority which the City has prior to entering into this MOU, except to
the extent that the provisions of the MOU specifically curtail or limit such rights, powers and
authority. Furthermore, the City retains all rights, powers and authority under City Charter,
Ordinances, Resolutions, State and Federal law, and expressly and exclusively to. determine the
mission of its constituent departments, commissions and boards; set standards of selection for
employment and promotion; direct its employees; establish and enforce dress and grooming
standards; maintain the efficiency of governmental operations; determine the methods, means,
numbers and kinds of personnel by which government operations are to be conducted; determine
the content and intent of job classifications; determine methods of financing; determine style
and/or types of City issued wearing apparel, equipment or technology to be used, provided that no
such measures which threaten the safety of employees shall be adopted; determine and change the
facilities, methods, technology, means, organizational structure, size and composition of the work
force and allocate and assign work by which the City operations are to be conducted, provided
however, that no such measures which threaten the safety of employees shall be adopted;
determine and change the number of work locations, relocations and types of operations, processes
and materials to be used in carrying out all City functions, including but not limited to, the right to
contract for or subcontract any work or operations of the City subject to all applicable meet and
confer obligations; assign work to and schedule employees in accordance with requirements as
determined by the City; and establish and change work schedules and assignments as set forth in
the MOU; establish and modify productivity and performance programs and standards; discharge,
suspend, demote, reprimand, withhold salary increases and benefits, except such as are mandated
by City Charter, or otherwise discipline employees in accordance with the applicable law; establish
employee performance standards, including but not limited to, quality and quantity standards;
carry out its mission in emergencies; and, exercise complete control and discretion over its
organization and the technology of performing its work.
Section 3 -- Mutual Aid
Nothing herein shall in any way be construed to limit the use of any public safety agency
or any member in the fulfilling of mutual aid agreements with other jurisdictions or agencies, nor
shall this article be construed in any way to limit any jurisdictional or interagency cooperation
under any circumstances where such activity is indeed necessary or desirable by the jurisdictions
or the agencies involved.
Section 4 -- Agency Personnel Rules
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It is understood and agreed that there exists within the City the “Civil Service Rules and
Regulations for the Classified Service”; Resolution No. 10584, Establishing Uniform and Orderly
methods of Communications Between the City and its Employees for the Purpose of Promoting
Improved Employer-Employee Relations, as amended, and Resolution No. 10585, Adopting Rules
and Regulations Relating to Employer Employee Relations, as amended. These documents will
continue in effect, except for those provisions modified by the City Council in accordance with
state or federal laws, orders, regulations, official instructions or policies. In the case of proposed
changes by other than agreement, the City shall consult with the Association or meet and confer
when required by statute. In cases of emergency, the Association and City will meet as soon as
possible after the changes.
Section 5 -- Employees’ Rights
Employees shall have all the rights, which may be exercised in accordance with state law,
federal law, the Charter and applicable ordinances, resolutions, rules and regulations, including:
A. The right to form, join and participate in the activities of employee organizations
of their own choosing for the purpose of representation on all matters of employer-employee
relations.
B. The right to refuse to join or participate in the activities of employee organizations
and the right to represent themselves individually in their employment relations with the City.
C. The right to be free from interference, intimidation, restraint, coercion,
discrimination or reprisal by other employees, employee organizations, management or
supervisors as a result of their exercise of rights indicated in (A) and (B) above.
ARTICLE II -- EMPLOYER-EMPLOYEE RELATIONS
Section 1 -- Recognition
Formal recognition of the Association is acknowledged for purposes of meeting and
conferring on wages, hours, working conditions and other terms and conditions of employment
and of general representation of its members. The Association has been recognized formally as the
majority representative of the appropriate unit composed of Police Managers in the San Bernardino
Police Department, including but not limited to, the following classifications. Police Lieutenant;
Police Captain; and, Police Assistant Chief. These positions are recognized regardless of
assignment, receipt of incentive pay or acting in a higher position.
Section 2 -- No Strike
It is the purpose of the MOU for the parties hereto, to confirm and maintain the spirit of
cooperation, which has heretofore existed between the City of San Bernardino and the employee
organization. It is recognized that any work disruptions are unproductive to City operations and
services provided its citizens. The Association and City hereby agree that they shall at no time nor
in any way jeopardize the public health, welfare and safety of the City’s business and residential
communities. Thus, the Association and the City will strive to promote a harmonious relationship
between the parties of this MOU that will result in benefits to the City and will provide continuous
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and uninterrupted employee services. It is, therefore, further agreed that the Association shall not,
on behalf of itself and its members, individually or collectively, engage in any curtailment or
restriction of work, including but not limited to, “blue flu” or strikes, at any time during the term
of this MOU.
Section 3 -- Payroll Deductions
It is agreed that the Association membership dues, insurance and premiums for plans
sponsored by the Association shall be deducted by the City from the pay warrant of each employee
covered hereby who files with the City a written authorization requesting that such deduction be
made. Remittance of the aggregate amount of all membership dues and insurance premiums
deducted from the pay warrants of employees covered hereby shall be made to the Association
within 30 days after the conclusion of the month in which said membership dues and insurance
premiums were deducted.
The City shall not be liable to the Association, employees or any other persons by reason
of the requirements of this section for the remittance of any sum other than that constituting actual
deductions made from employee wages earned. The Association shall hold the City harmless from
any and all claims, demands, suits, orders, judgments or other forms of liability that may arise out
of, or by reason of, action taken by the City under this section.
Section 4 -- Grievance Procedure
A. Purpose. The City of San Bernardino and the Association realize the importance
of a viable grievance procedure to aid in the resolution of disputes among employees, supervisors
and management. It is recognized that to maintain high employee morale and harmonious relations,
an orderly method of processing grievances is necessary.
This procedure is intended to establish a systematic means to process a grievance
and to obtain fair and proper answers and decisions regarding employee complaints. The
representative of employees and management at all levels will make continuing efforts to secure
prompt disposition of grievances. Every effort should be made to resolve grievances in the
informal process.
The initiation of a grievance in good faith by an employee shall not cast any adverse
reflection on their standing with their supervisors or their loyalty as a City employee, nor be a
reflection on the employee’s supervisor or the department involved, unless it is determined that
such department or supervisor has grossly abused management discretion or the employee has
grossly abused the grievance process.
B. Definition. A grievance is an alleged violation of the terms of this MOU or of the
laws, ordinances, practices, resolutions or regulations concerning or affecting wages, hours or
other conditions of employment. The remedy selected by the employee shall be the exclusive
remedy pursued, either through the grievance procedure or through appeals to the Personnel
Commission. However, nothing herein shall be interpreted as relinquishment of the rights set forth
in City of San Bernardino Charter Sections 253, 254, and 255.
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Additionally, allegations of discrimination and harassment shall be submitted to the
Equal Employment Officer.
C. Representation. The aggrieved employee shall have the right to be represented.
This representation may commence at any step in the grievance procedure. Legal counsel and/or
official representatives of the recognized employee organization only can represent the employee.
No person hearing a grievance need recognize more than one representative for any employee at
any one time, unless they so desire. If the employee’s legal counsel is not from the formally
recognized employee organization, a representative of that formally recognized organization may
attend the grievance hearing to insure that the solution reached does not violate the terms of the
MOU.
D. Consolidation of Grievances. In order to avoid the necessity of processing
numerous similar grievances at one time, a single grievance may be filed.
E. Time Limits Time limitations are established to settle a grievance quickly. Time
limits may be modified by agreements of the parties. If at any stage of the grievance procedures
the grievant is dissatisfied with the decision rendered, it shall be the grievant’s responsibility to
initiate the action, which submits the grievance to the next level of review. The grievant may
proceed to the next step if a reviewing official does not respond within the time limits specified.
A formal grievance may be entertained in or advanced to any step if the parties jointly so agree.
F. Steps in the Grievance Procedure. The procedures outlined herein constitute the
informal and formal steps necessary to resolve an employee’s grievance. An attempt to settle the
grievance in the informal structure at the employee-supervisor level is required. The grievance
must be submitted to the informal step within sixty (60) working days of the incident causing the
grievance or the grievant becoming aware of the event or act giving rise to the grievance. When a
grievance is filed by the Association (as opposed to an individual), the initial grievance shall be
filed at the Step 3 level, directly with the Chief of Police.
Note. If the employee chooses to appeal disciplinary action to the Personnel
Commission, they shall be precluded from filing a grievance.
The date and the subject of the incident should be provided with the request for the
informal meeting.
1. Informal. Initially, the grieving employee shall on a personal face-to-face
basis discuss their complaint with their immediate supervisor informally.
Within fifteen (15) calendar days, the supervisor shall give their decision to
the employee orally.
2. Formal
Step 1. Written Grievance to Supervisor. If a mutually acceptable solution
has not been reached in the informal process, the employee shall submit the grievance in writing
to their immediate supervisor. This must be accomplished within fifteen (15) calendar days of
being informed of the supervisor’s informal decision. Within fifteen (15) working days of
receiving the written notification of the employee’s grievance, the supervisor may meet with the
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employee and thoroughly discuss the grievance. The employee may appear personally and may be
represented by a representative of their choice. In any event, the supervisor shall give a written
decision to the employee within fifteen (15) calendar days after receipt of the written grievance.
Step 2. Meet with the Assistant Chief. If the grievance has not been
satisfactorily resolved at this level, it may be appealed within fifteen (15) calendar days to the
Assistant Chief, who may follow the steps outlined in Step 1 above. In any event, the assistant
chief shall give a written decision to the employee within fifteen (15) calendar days after receipt
of the grievance. Step 3. Meet with Chief. If the grievance has not been satisfactorily resolved at
this level, it may be appealed fifteen (15) calendar days to the Chief, who may follow the steps
outlined in Step 2 above. In any event, the Chief shall give a written decision to the employee
within ten (10) working days after receipt of the grievance. If the grievance has not been
satisfactorily resolved at this level, it may be appealed within fifteen (15) calendar days to the
Director of Human Resources.
Step 4. Review by the Director of Human Resources. If the grievance is
still not adjusted, the aggrieved party may file a written appeal with the Director of Human
Resources within fifteen (15) calendar days from the date of delivery of said answer. The Director
of Human Resources or his/her designee shall meet with the employee, and if the employee desires,
the designated union representative within fifteen (15) calendar days after receipt of the appeal.
The designated City representative shall deliver his/her answer in writing to the employee within
fifteen (15) calendar days after the meeting.
Step 5. Final Step.
a. If the grievance is still not adjusted, the aggrieved party may file a
written appeal with the City Manager or his/her designated representative within fifteen (15)
calendar days from the date of delivery of said answer. State in writing the complaint and the
desired result.
b. The grievance shall then be heard by a neutral hearing officer selected by
the Parties from a list provided by PERB, whose decision shall be advisory to the
City Manager.
c. The City Manager or his/her designated representative shall deliver his/her
answer in writing within fifteen (15) calendar days after receipt of the hearing
officer’s advisory decision.
d. The decision of the City Manager or his/her designated representative is
final and binding on all parties, unless reversed by a court decision.
e. All grievances shall be treated as confidential, and no publicity will be given
the final resolution of the grievances.
Section 5 -- Employee Representatives
When requested by an employee, a Job Representative (Job Rep) may investigate any
alleged grievance in the department and assist in its presentation. The representative shall be
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allowed reasonable time therefor during working hours without loss of time or pay, upon
notification and approval of his/her immediate supervisor, with the concurrence of the division or
department head. The privilege of a Job Rep to leave work during work hours without loss of time
or pay is subject to the understanding that the time will be devoted to the proper handling of
grievances and will not be abused. Such time shall be excluded in any computation of overtime.
Job Reps will perform their regularly assigned work at all times, except when necessary to leave
their work to handle grievances as provided herein. A Job Rep will not be granted time off or
compensation for the purpose of handling grievances outside this unit.
Section 6 -- Investigation Rights
When an employee is under investigation and subjected to interrogation by their
commanding officer or any other member of the department, which could lead to punitive action,
such interrogation shall be conducted under the following conditions. For the purpose of this
chapter, punitive action is defined as any action which may lead to dismissal, demotion,
suspension, reduction in salary, written reprimand or transfer for purposes of punishment.
The Police Department will make a good faith effort to conclude within 90 calendar days
any investigation that could lead to discipline of a unit member.
For disciplinary appeals, the member may request that a neutral hearing officer hear the
matter and submit a proposed decision to the City’s Personnel Commission. The Commission shall
review the decision and recommended discipline, and either adopt the findings and the disciplinary
action in its entirety, modify the recommended disciplinary action, and/or request additional
findings from the hearing officer. The Commission shall retain jurisdiction of final disposition of
the disciplinary action.
The Police Department will exclude disciplinary action, which is not final in preparing
performance evaluations. However, the Police Department retains the right to consider such
disciplinary action, once finalized, in subsequent performance evaluations, ratings for promotions
and so forth.
If an employee on the graveyard shift wishes to appeal a disciplinary action to the Personnel
Commission, the employee’s shift may be rescheduled to the day shift on the date of the Personnel
Commission meeting, provided that the shift change is for the disciplined employee only and the
employee requests the shift change in advance through the chain of command.
The City hereby adopts and incorporates herein by reference all provisions of the Public
Safety Officers’ Procedural Bill of Rights (Government Code Section 3300, et. seq.).
Lawful Exercise of Rights; Insubordination; Administrative Appeal.
A. No employee shall be subjected to punitive action, or denied promotion, or be
threatened with any such treatment because of the lawful exercise of the rights granted herein or
the exercise of any rights under any existing administrative grievance.
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Nothing in this section shall preclude a head of an agency from ordering an
employee to cooperate with other agencies involved in criminal investigations. If an officer fails
to comply with such an order, the agency may officially charge him with insubordination.
B. No punitive action, nor denial of promotion on grounds other than merit, shall be
undertaken by any public agency without providing the employee with an opportunity for
administrative appeal.
Section 7 -- Non-Discrimination
The provisions of this agreement shall be applied equally by the City and the Police
Association to all employees covered hereby without favor or discrimination because of race, sex,
age, national origin, marital status, sexual orientation, political or religious opinions or affiliations
or Association membership. Further, there shall be no discrimination against qualified individuals
with disabilities as defined in the Americans with Disabilities Act of 1990 (ADA), when those
individuals do not pose a risk to the health or safety of themselves or others.
Section 8 -- Personnel Files
No member shall have any comment adverse to their interest entered in their personnel file
as described in PC 832.8, or any other files used for any personnel purposes by the employer,
without the member having first read and signed the instrument containing the adverse comment
indicating they are aware of such comment, except that such entry may be made if after reading
such instrument, the member refuses to sign it. Should a member refuse to sign, that fact shall be
noted on the document and signed or initialed by such officer.
A member shall have 30 days within which to file a written response to any adverse
comment entered in their personnel file. Such written response shall be attached to and accompany
the adverse comment.
In all instances other than a written warning or commendation, the consultation reports will
be purged from the supervisor’s file in compliance with departmental standard operating
procedures. Citizen/internal complaints will be purged from the Internal Affairs files in compliance
with the departmental Standard Operating Procedures.
Section 9 -- Political Activities
Except as otherwise provided by law or whenever on duty or in uniform, no employee shall
be prohibited from engaging in or be coerced or required to engage in political activity.
Section 10 -- Use of City Resources
The Association may be granted permission to use department facilities for the purpose of
meeting with employees to conduct its internal affairs provided space for such meetings can be
made available without interfering with City needs. Permission to use facilities must be obtained
by the Association from the Chief or a designated representative. The Association shall be held
fully responsible for any damages to and the security of any facility that is used by the Association.
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The department will furnish adequate bulletin board space where currently available. Only
areas designated by the appointing authority may be used for posting of notices. Bulletin boards
may be used for the following notices.
A. Scheduled Association meetings, agenda and minutes;
B. Information on Association elections and results;
C. Information regarding Association special, recreational and related bulletins;
D. Reports of official business of the Association, including reports of committees or
the Board of Directors;
E. MOU, pay scales, job announcements, promotion lists, etc.
Posted notices shall not be obscene or defamatory, nor shall they advocate election or
defeat of candidates for public office. All notices to be posted may be dated and signed by an
authorized representative of the Association and should have prior written approval of the Chief
or an authorized representative. Denial of approval shall not be arbitrary or capricious or
discriminatory.
ARTICLE III -- COMPENSATION
Section 1 -- Salaries
The City shall implement across the board base salary increases of two and seven-tenths
percent (2.7%) for all represented classifications, retroactive to the first full pay period following
July 1, 2021; five percent (5%) retroactive to the first full pay period following July 1, 2022; three
and three quarter percent (3.75%) effective the first full pay period following July 1, 2023; and
three and sixty-five hundredths percent (3.65%) effective the first full pay period following July
1, 2024.
Section 2 -- PERS/Retirement Plan
A. Retirement Benefits. SBPMA members are provided retirement benefits under the
Public Employee’s Retirement System (CalPERS) as follows.
Tier I. Employees hired prior to September 1, 2011 shall receive a 3% @
50 retirement benefit;
Tier II. CalPERS “Classic members: hired on or after September 1, 2011
shall receive a 3% @ 55 retirement benefit;
Tier III. CalPERS “New Members” hired between January 1, 2013 and
December 31, 2015 shall receive a 2.7% @ 57 retirement benefit in
accordance with the Public Employees’ Pension Reform Act of
2013 (PEPRA);
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Tier IV. CalPERS “New Members” hired on or after January 1, 2016 shall
receive a 2.5% @ 57 retirement benefit in accordance with PEPRA.
B. Required Bargaining Unit Member Contributions.
CalPERS classic members shall contribute 12% of compensation earnable as member
contributions toward their retirements.
CalPERS “new members” shall contribute member contributions of 50% of the normal
costs in accordance with Government Code § 7522.30.
C. In accordance with Government Code § 21624 and § 21635, the “post survivors’
retirement” benefit provided under the City’s contract with CalPERS shall be provided to all
employees.
D. For Tier I and Tier II employees, the final compensation period will be single
highest year as provided under the City’s contract with CalPERS.
Section 3 -– Compensation Reimbursable Overtime for Working Contractual Events
Association members who are required to work special events where the City has contracts with
third parties to provide public safety services and where the third parties pay for the cost of such
labor services, shall be entitled to be paid overtime, (either straight time or premium overtime) in
accordance with the contract between the City and the third party. The City and the SBPMA
acknowledge that this provision shall not result in any additional cost to the City.
Section 4 -- Assignment to Higher Position
An employee of the department temporarily acting in a position in a higher rank during
periods of absence of the incumbent or during a vacancy in the position for more than ten (10)
consecutive days shall receive the pay for the higher classification (e,g., lieutenant would be paid
captain pay) or 5% above their current compensation, whichever is greater. In no event shall the
base salary exceed the top step (if a top step is defined) of the higher classification in which the
employee is acting. The Chief shall certify monthly as to the assignment and the period of time
worked in the higher rank to validate entitlement to the higher salary.
Substantive addition of duties of a higher-level classification to an employee’s budgeted
position should be considered for a classification study.
Section 5 -- Optional Cell Phone Allowance
Employees who are required to have cell phones for conducting City and Department
business may, in lieu of receiving a City issued paid cell phone, elect to maintain a personal cell
phone for that purpose. Employees who select this option are entitled to be reimbursed $65.00 per
pay period.
Section 6 -- POST Incentive
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All police officers shall be entitled to receive in addition to their regular salary and as may
be appropriate, one of the levels of incentive payment as outlined below.
A. Two hundred dollars ($200) additional compensation per month shall be paid each
police officer who has obtained a Peace Officer Standards Training (POST) Intermediate
Certificate; or,
B. Two hundred fifty dollars ($250) additional compensation per month shall be paid
each employee who has obtained a POST Advanced Certificate. As of January 1, 2022 the amount
will be increased to four hundred fifty dollars ($450); effective July 1, 2022 to five hundred dollars
($500); effective July 1, 2023 to six hundred fifty dollars ($650); and effective July 1, 2024 to
seven hundred dollars ($700); or,
CA. Two hundred seventy-five dollars ($275) additional compensation per month shall
be paid to each employee who has obtained a POST Supervisory Certificate; or,
B. Four hundred and fifty dollars ($450) additional compensation per month shall be
paid each employee who has obtained a POST Management Certificate. Retroactive to July 1,
2022 the amount was increased to twelve hundred forty five dollars ($1245); effective July 1, 2023
the amount will be increased to fourteen hundred dollars ($1400); effective July 1, 2024 the amount
will be increased to fourteen hundred eighty five dollars ($1485).
Section 7 -- Court Fines
The City shall pay for court fines imposed upon each member as a result of their conviction
of a traffic violation when such employee was directed to operate any faulty vehicle or vehicular
equipment, which was the proximate cause of the mechanical or other traffic violation, provided
that such violation did not result from improper or negligent operation of the vehicle on the part
of the member.
Section 8 -– Technology Allowance
SBPMA members require up to date technology to efficiently manage Department operations. In
lieu of receiving city issued technology, such as desk top computers, laptops, tablets, printers,
scanners, and software employees may elect to utilize their own technological equipment. SBPMA
members shall receive an annual technology allowance of $500 to be paid in a lump sum amount
during the first pay period of March.
Section 9 – Longevity Pay
Effective July 1, 2022 each employee with twenty (20) or more years of compensated
service to the City shall receive longevity pay of three hundred dollars ($300) per month. Effective
July 1, 2023 the amount will increase to four hundred dollars ($400) per months. Effective July 1,
2024 the amount will increase to seven hundred dollars ($700) per month.
Section 10 – Education Pay
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All SBPMA members shall be entitled to receive in addition to their regular salary and as
may be appropriate, one of the levels of incentive payment as outlined below.
A. Effective July 1, 2023 each Lieutenant who has obtained a Bachelor’s Degree shall
receive one hundred and seventy five dollars ($175) per month. Each Captain and Assistant
Chief who has obtained a Graduate Degree or higher shall receive three hundred dollars
($300) per month.
B. Effective July 1, 2024 each Lieutenant who has obtained a Bachelor’s Degree shall
receive two hundred and fifty dollars ($250) per month; if a Graduate Degree or higher is
obtained, they shall receive three hundred dollars ($300) per month. Each Captain and
Assistant Chief who has obtained a Graduate Degree or higher shall receive four hundred
and fifty dollars ($450) per month.
ARTICLE IV -- FRINGE BENEFITS
Section 1 -- Health/Life Insurance - Active Employees
A. During the term of this agreement the City’s Contributions for Healthcare benefits
shall be as follows.
The amount of the City’s contribution is based on the selection of the “medical”
enrollment category. If an employee elects “employee only” medical coverage, then the “employee
only” allowance is given to the employee. Any contribution not utilized by the employee shall
revert to the City.
Effective the first pay period of July 2022, City’s monthly contributions towards
employees’ cafeteria benefits shall be as follows: $1008.00 for employee only, $1,439.56
for employee plus one and $1,871.43 for Family coverage. For the term of this Agreement,
only, should the cost of the Kaiser rate exceed the City’s contribution, the City shall
increase its contribution to match the Kaiser premiums.
B. Insurance benefits available for purchase by employees include. medical, dental,
vision, and supplemental life and accidental death and dismemberment insurance.
However, City contributions cannot be used for any voluntary benefits offer to
members through Colonial Life.
C. An employee must purchase insurance offered through the City in order to utilize
the contributions described in Section A above.
D. Employees may use any of the amounts described in Section A to purchase any/all
of the insurance benefits described in Section B.
E. Effective January 1, 2007, the City shall provide each employee with $50,000 term
life insurance and $50,000 Accidental Disability and Dismemberment (AD&D). Subject to the
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usual provisions and exclusions of such insurance plans, the coverage shall be for sixty percent
(60%) of salary after a sixty (60) calendar day elimination period, for a maximum period of two
years. An SBPMS employee shall not be required to exhaust his or her sick leave to receive
benefits.
F. The City shall pay funeral expenses of up to $10,000 for a police officer killed in
the line of duty.
G. Enrollment in City insurance plans is subject to the regulations availability
established by each plan’s provider.
H. An employee who does not want to enroll in any health care plan offered by the
City must provide evidence of health care insurance coverage and execute a “Waiver of Benefits
and Release Agreement” releasing the City from any responsibility or liability to provide health
care insurance coverage on an annual basis. Employees who elect to waive the City’s health care
insurance may receive a stipend as shall be determined by the City on an annual basis. The parties
acknowledge that the stipend for calendar year 2015 is $ 2,000 and the City has set the stipend for
calendar year 2016 at $ 2,500.
I. The SBPMA agrees to participate in the City’s Joint Labor-Management Health
Benefits Committee (“Committee”) to evaluate, on an annual basis, City-wide plan designs for
health care. All plan designs and City contributions shall be effective on January 1st annually.
J. Employees must be in a paid status for fifteen (15) consecutive days, in any given
month, to receive the benefits of this Article, unless the employee is on a qualifying approved
leave, such as Family Medical Leave, and is eligible for benefit continuation under applicable State
or Federal law. Members who have been suspended or discharged pending an administrative
appeal shall be eligible for continuation of benefits pending final disposition of the disciplinary
matter by the Personnel Commission.
Section 2 -- Rain Gear/Utility Uniforms/Uniform Allowance
A. Rain Gear. The City shall continue its current method to provide appropriate duty
rain gear for personnel.
B. Utility Uniforms. Each employee of the bargaining unit shall be furnished one
utility uniform. Said uniform shall be maintained in assigned lockers or in the vehicle available for
use at all times.
C. Uniform Allowance. Once each fiscal year, each employee in the bargaining unit
shall receive an annual uniform allowance of $950 to be paid in a lump sum amount during the
first pay period of March.
New employees must wait until the first pay period of March to receive their annual
uniform allowance.
Section 3 -– Books, Tuition Allowance and Professional Development
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The City will continue under its formalized procedures to pay tuition costs for members
who complete prior-approved, job related courses of instruction, which will increase their value to
the City. Grades must be consistent with the City’s policy. Courses must be taken at an accredited
school. The amount of reimbursement shall be equivalent of tuition costs for up to six (6) units per
quarter as charged by the California State University, San Bernardino, or up to one-and-a-half (1-
1/2) times that amount, if based on a semester system. The Director of Human Resources will
recommend approval or disapproval, based on the availability of budgeted funds for tuition
assistance. Reimbursement for books required for the approved course or courses may be
authorized by the Chief at the time reimbursement for tuition is requested. See Exhibit 1 -
Department of Director Letter (DDL) No. 48, Educational Reimbursement Processing.
Professional Development is essential for SBPMA members. Job related training, seminars,
conferences, classes, and membership in professional organizations/subscriptions facilitate this
development. Each SBPMA member will be provided with seven hundred and fifty dollars ($750)
each year to pay for membership dues, subscriptions, fess for attendance and/or materials for
professional development. This will be paid in a lump sum amount during the first pay period of
March.
Section 4 -- Deferred Compensation
The City shall continue to sponsor a Deferred Compensation Plan, which shall be available
to employees on a voluntary basis. Unspent “cafeteria” contributions may not be diverted into a
deferred compensation or like plan. Effective the first pay period starting after July 1, 2023 the
City shall contribute to each SBPMA member’s deferred compensation account in the following
amounts: Lieutenants: one hundred and fifty dollars ($150) per month; Captains: two hundred
dollars ($200) per month; Assistant Chief two hundred and fifty dollars ($250) per month.
Effective the first pay period starting after July 1, 2024 the City shall contribute to each
SBPMA member’s deferred compensation account in the following amounts: Lieutenants: two
hundred and twenty five dollars ($225) per month; Captains: tree hundred dollars ($300) per
month; Assistant Chief three hundred and seventy five dollars ($375) per month
This allotment can be contributed to a 401 (a) plan when instituted by the City.
Section 5 -- Safety Equipment
A. New employees who are required to have safety equipment will be furnished same
on a one-time basis, including safety equipment hardware, leather and safety vests.
B. Replacements will be issued upon return of worn-out items. It shall be the duty of
each employee to use normal diligence in their use and any willful damage or loss shall obligate
the employee to replace the item at their expense. Upon reassignment or separation from the
department, these items shall be returned to the City.
The City Director of Finance shall have direct control over the purchase, issue, and
replacement of the above-described items. The Chief shall certify in writing to the Director of
Finance as to an individual’s entitlement.
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Section 6 -- Replacing/Repairing Personal Property
The City shall continue to provide for the cost of replacing or repairing personal property
of an employee, which is lost or damaged in the performance of duty as provided in Department
Director Letter (DDL) No. 33, Reimbursement or Repair of Lost or Damaged Items of Personal
Property of City Employees, dated April 17, 1989, and revised August 29, 2003.
Section 7 -- Service Pins
Employees of the City of San Bernardino shall be awarded service pins upon completion
of each of the following period of years of continuous loyal service.
5 years
10 years
15 years
20 years
25 years and over
Years of service shall be deemed to include all continuous loyal employment for the City
of San Bernardino.
Award of service pins for the above-designated service shall be made as soon as may be
practicable after the employee has completed the required period of employment.
Service pins shall be of such design as approved by the Mayor and Common Council of
the City of San Bernardino and shall show the number of years of service for which the award is
made and the City seal of the City of San Bernardino.
ARTICLE V -- LEAVES
Section 1 -- Pre-Petition Leave Banks
The monetary value of all pre-petition leave bank accruals, including without limitation,
vacation, sick leave, concession leave, and holiday leave, will be the subject of distribution as
part of the bankruptcy unsecured creditors’ pool. All leave balances accrued on or before August
1, 2012 (Pre-Petition Leave) shall be placed in the unsecured creditor pool and will not be
available for cash-out (or the cash equivalent) by the SBPMA members. This position is
consistent with the Recovery Plan adopted by the City Council on May 18, 2015. Under the
City’s Recovery Plan, all City employees are subject to these restrictions on pre-petition leaves.
Upon separation from employment with the City, employees will receive payment for any post-
petition leave balances according to the terms and conditions outlined in their existing MOU.
Section 2 -- Vacations
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A. All employees within the bargaining unit covered by this MOU shall be entitled to
annual paid vacations as follows.
Completed Years of Continuous
Service*
Rate of Accrual Per Pay
Period
Equivalent Hours Per Year
1 year**3.0769 hours 80 hours
5 years 4.6153 hours 120 hours
15 years 6.1538 hours 160 hours
20 years 7.6923 hours 200 hours
*Service year begins on initial date of employment in a full-time regular status.
**No vacation granted or accrued if service is less than one year.
B. When an employee resigns or otherwise leaves the service of the City and has not
used his earned post-petition vacation, payment shall be made to the employee for the earned
portion of his vacation.
Calculation of payment earned vacation or deduction for unearned vacation upon
termination shall be made in accordance with the wage rate in effect on the final day of
employment.
C. When an employee returns to work after a break in “continuous service,” and when
such break in continuous service shall have been by leave of absence with approval of the Mayor
and Common Council, vacation time shall not accrue during such break in continuous service but
shall accrue monthly from the date of return to service from such approved leave of absence, based
upon the total length of service of the employee.
D. Whenever the terms “years or years of employment” appear herein, it shall be
deemed to include all services for the City of San Bernardino.
E. If an employee leaves the City service prior to the completion of the year in which
they used such leave, a deduction will be made from such employee’s final paycheck for the
unearned portion of such vacation. Employees shall not be allowed to use unearned vacation time.
F. Vacation credits may accrue and accumulate for a maximum of two (2) years’ total
accumulated vacation credits on a carryover basis from year to year. Vacations or portions thereof
from any one year so accrued may run consecutively with vacations or portions thereof of the next
succeeding year. Vacation credits accrued during an industrial disability are not subject to this
term.
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G. Compensation for vacation other than for earned vacation at the time of termination
of employment shall be limited to the amount normally earned during regularly assigned working
time.
H. Once per year, members of the bargaining unit will be granted the option of selling
up to one-quarter (1/4) of their post-petition vacation and holidays to the City. An eligible
employee shall notify the City by August 1 of their request for sellback for the prior fiscal year
ending June 30. The City shall compensate eligible employees on the first payday in September.
I. In the event that an employee is compensated for less than 50 percent of the total
number of work hours in the pay period, they shall not accrue vacation hours for that period.
J. Approved vacation, sick leave, holiday or compensatory time off shall be
considered as time worked for the purpose of Article V, Section (2) I.
Section 3 -- Holidays
A. Employees shall be entitled to thirteen (13) City-designated holidays and two (2)
floating holidays, the equivalent of 150 holiday hours each year, as listed below.
New Year’s Day
Martin Luther King Day
President’s Day
Memorial Day
Juneteenth
Independence Day
Labor Day
Veteran’s Day (November 11)
Thanksgiving Day
Day After Thanksgiving
Christmas Eve
Christmas Day
New Year’s Eve
Employees shall accrue 20 hours from floating holidays effective January 1 of each
year. Only unit employees who have satisfactorily served in the employ of the City continuously
for at least six (6) months in a full-time position shall be eligible to take floating holidays.
Employees shall not be allowed to use unearned holiday time.
Demands of work permitting, employees of this unit may utilize holiday leave on
the holidays designated above. If the demands of work are such that the employee cannot take off
on a designated holiday, the employee shall bank the time for cash-out at the end of the calendar
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year. When a holiday falls on an employee’s regularly scheduled day off, the employee shall bank
10 hours of holiday leave for cash-out at the end of the calendar year.
SBPMA members shall be paid for their unused holiday account balance, at the end
of each calendar year at the employee’s wage rate in effect at the time of the payoff. Employees
who separate from employment with a holiday leave balance shall be paid at the wage rate on the
final day of their employment.
B. Holiday earned in any twelve-month period are not cumulative beyond the total
number of holidays allowed each year by this pay plan. Employees may not exceed a balance of
150 hours at any time. Holiday hours accrued as a result of on industrial disability are not subject
to this cap. .
Section 4 -- Sick Leave
A. Sick leave means absence from duty of an officer or employee because of illness or
injury, exposure to contagious disease, attendance upon a member of his immediate family who is
seriously ill or requires the care or attendance of an officer or employee, or death in the immediate
family of the officer or employee. Immediate family is defined as husband; wife; grandmother;
grandfather; mother; father; sister; brother; son; daughter; mother-in-law; father-in-law; sister-in-
law; brother-in-law; daughter-in-law; or son-in-law. SBPMA members may use unlimited sick
leave for the care of an immediate family member.
B. No absence due to illness or injury in excess of 40 hours shall be approved except
after the presentation of satisfactory evidence of illness or injury; and, the Chief shall have the
right to require the presentation of a certificate from a practicing physician or the County Health
Officer stating that an officer or employee is physically able to perform his work and duties
satisfactorily before permitting an officer or employee who has been on sick leave to return to
work.
C. In order to receive compensation while absent on sick leave, the employee shall
notify his immediate superior or the station commander prior to the time set for beginning his daily
duties, or as may be specified by the Chief. When the absence is for more than one workday, the
employee may be required to file a physician’s certificate or a personal affidavit with the Director
of Human Resources stating the cause of the absence.
D. Sick leave with pay shall be granted to all regular employees. Sick leave shall not
be considered as a right, which an employee may use at his discretion, but shall be allowed only
in case of necessity and actual personal sickness or disability, except as otherwise provided herein.
E. Whenever an employee is compensated hereunder for sick leave and has not had a
vacation at the end of the current calendar year, he shall be allowed to take his vacation in the
calendar year he returns to duty.
F. Whenever the term “service of City” appears herein, it shall be deemed to include
all service of the City of San Bernardino.
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G. All full-time officers and employees of the City who are actively on duty, have been
in the service of said City for six (6) months or more continuously, and who are compelled to be
absent from their work on account of illness or injury other than that which is compensable under
Article V, Section 6, Injury Leave, of this MOU, shall receive their full salary, wages or
compensation for a period of one (1) day for each month of continuous service, provided that such
salary, wages or compensation shall cease upon the exhaustion of all accumulated sick leave.
H. Sick leave accruals and payouts (Section 5 below) shall only include post-petition
sick leave accrued after August 1, 2012. An employee may only accrue a maximum of 1040 hours
of sick leave. Time off with pay for sick leave shall be considered as time worked for purposes of
the accrual of sick leave only. Sick leave shall not accumulate during periods of leave of absence
without pay. Employees will not be allowed to use unearned sick leave.
I. The 48 hours of sick leave granted after six (6) calendar months of continuous
service as herein provided for all full-time employees shall be computed at the rate of
approximately 4.0 hours per pay period. In the event that an employee works less than 50 percent
of the total normal work hours in the pay period, he shall receive no sick leave benefit for such
pay period and shall not be credited with the 4.0 hours of sick leave.
J. Approved vacation, sick leave, holiday or compensatory time off shall be
considered as time worked for the purpose of computing sick leave benefits only.
Section 5 -- Payment for Unused Sick Leave
A. All permanent employees or the estate of any such deceased employee who dies
during employment shall be entitled to receive payment for unused post-petition sick leave, subject
to the restrictions and conditions as set forth below.
B. Employees or the estate of any such deceased employee who dies during
employment, after the completion of five (5) years of continuous full-time employment with the
City, upon retirement, death or termination of employment, except through dismissal or resignation
with prejudice, shall receive compensation of 50 percent of accumulated and unused post-petition
sick leave. After 20 years of continuous service with the City of San Bernardino, compensation
will be seventy-five percent (75 %) of all accumulated and unused post-petition sick leave.
C. For the purpose of this section, the “retirement” shall have the meaning ascribed to
it and the definition therefore as set forth in Section 20060 of the Government Code.
D. Sick leave accrued as a result of an industrial disability will not be subject to the
accrual maximums and will be paid out in full if the disability results in an industrial retirement.
E. Each fiscal year an employee may elect to receive payment in lieu of accrued post-
petition sick leave.
1. An eligible employee shall notify the City by August 1st of his/her desire to
receive such payment. The City shall compensate eligible employees on the
first payday in September.
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2. An employee receiving such pay shall receive at the then current salary rate
pay for one-fourth (1/4) of the number of hours of post-petition sick leave
accrued. The employee’s accrued post-petition sick leave shall be reduced
by the number of post-petition sick leave hours for which pay is provided.
F. At the time of separation from service, any employee having fifteen (15) years of
continuous service with the City of San Bernardino, may cash out up to 50% of unused post-
petition sick leave. At the time of separation from service, any employee having 20 years of
continuous service with the City of San Bernardino, may cash out up to 75% of unused post-
petition sick leave.
G. Subsections B and F above shall be interpreted to provide a payout of unused sick
leave pursuant to the following schedule”
Years of Service Payment of Unused Sick Leave
Less than five (5) No payment of unused sick leave
Five (5) 50%, unless dismissed or resigned with prejudice
Fifteen (15) 50%
Twenty (20) 75%
Section 6 -- Injury Leave
Employees will have a choice of doctor on work-related injury, in accordance with existing
State Labor Code.
The parties understand that Association may submit the issue of the applicability of
California Government Code Section 45010 as it pertains to City Resolution No. 6433, Section 6,
for determination by way of an action for declaratory judgment to be filed in the San Bernardino
County Superior Court. The City does not waive its defense that this issue has been decided in
favor of the City by a binding decision of the Court of Appeal, nor does the City hereunder agree
to pay any costs or expenses of the litigation.
When injury is sustained in the course and scope of employment with the City, said
employee shall be compensated under the provisions of the Workers’ Compensation Insurance and
Safety Act of California and not under the provisions of the MOU; provided that they shall be
reimbursed pursuant to the provisions of California Labor Code Section 4850 during the first 365
days of disability, provided further that these payments may be terminated pursuant to the
provisions of California Government Code Section 21023.6.
Employees who are receiving payments under Labor Code Section 4850 shall accrue
vacation, sick leave and holiday credits during such absence from duty and are not subject to
accrual maximums. When employees are off duty on injury leave and have not had a vacation at
the end of the current year, they shall be allowed to take this vacation in the calendar year they
return to duty.
The Parties further agree to meet and consult over an injury leave policy that minimally
outlines non-industrial injuries being offered light duty assignments.
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Section 7 -- Leave of Absence Without Pay
A. Leave of absence without pay is a temporary non-pay status and absence from duty
granted at the request of the employee. The Mayor and Common Council may grant leave of
absence without pay for a period not to exceed six (6) months, upon the positive recommendation
of the Chief and the City Manager. Under justifiable conditions, said leave may be extended by
the Mayor and Common Council for additional periods. A leave of absence without pay will be
considered favorably if it is to be expected that the employee will return to duty and that at least
one of the following benefits will result. increased job ability, protection or improvement of the
employee’s health, retention of a desirable employee or furtherance of a program in the interest of
the City. Examples or conditions for which a leave of absence without pay may be granted are.
1. For an employee who is a disabled veteran requiring medical treatment.
2. For an employee who is temporarily mentally or physically unable to
perform his duties.
3. For an employee who files for or assumes elected office.
4. For maternity or paternity leave, upon the recommendation of the attending
physician.
5. For military leave when the employee has less than one (1) year of service
to qualify for leave with pay.
B. An approved leave of absence without pay for less than 60 days in any calendar
year will not be considered a break in service. Leave in excess of 60 days shall result in the
advancement of the employee’s anniversary date and compensation advancement date to such date
as will account for the total period of uncompensated time off. Failure to return to duty at the
expiration of the approved leave of absence without pay shall constitute an automatic resignation.
C. The City’s contribution towards an employee’s health and life insurance premiums
will not be extended beyond the last day of the month in which the absence without pay begins if
the leave of absence without pay becomes effective during the first 15 days of the month, nor
beyond the last day of the next succeeding month if the leave of absence without pay becomes
effective after the 15th day of the month, unless the employee is returned to work from leave of
absence without pay status prior to the date the City’s contribution would be discontinued. In the
event the employee desires to maintain full health and life insurance coverage while on leave of
absence without pay status, he may arrange to pay the insurance premiums for the coverage desired
(both the employee and the employer portions). It is the responsibility of the employee to contact
the payroll section in this regard. The payment of the amount of the premiums must be made to
the payroll section prior to the date on which the City’s participation will terminate. Payments
must be made monthly thereafter until the employee either returns to work or his employment with
the City is terminated.
D. Upon an employee’s return to work, the City’s contribution towards the employee’s
health and life insurance premiums will begin on the first day of the month following the end of
the leave of absence without pay if that leave of absence without pay terminates between the 1st
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and 15th days of the month, or on the 15t day of the next succeeding month if the leave of absence
without pay terminates after the 15th day of the month.
E. Notwithstanding any other provision of this section to the contrary, the City will
continue its contribution for health and life insurance premiums of an employee on leave of
absence due to any injury or illness arising out of and in the course of his or her employment with
the City.
F. In circumstances in which either the Federal Family Leave Act or the State Medical
and Family Leave Act apply, the City shall adhere to the requirements of the Acts.
Section 8 -- Military Leave
A. An employee who shall enter the Armed Forces of the United States during war or
national emergency as declared by the President or the Congress of the United States shall be
entitled to leave of absence without pay during such service and for a period of 90 days thereafter.
Every such employee and/or officer returning to the City within the time herein specified, and who
has been honorably discharged from such service shall be reinstated without loss of status or
seniority, provided they are not physically or mentally incapacitated from performing the duties of
said office or position.
B. Compensation of employees on temporary military leave of absence is found in
Military & Veterans Code Section 395.01, which currently provides in part as follows.
“Any public employee who is on temporary military leave of
absence and who has been in the service of the public agency from
which the leave is taken for a period of not less than one year
immediately prior to the day on which the absence begins shall be
entitled to receive his salary or compensation as such public
employee for the first 30 calendar days of any such absence. Pay for
such purposes shall not exceed 30 days in any one fiscal year. For
the purposes of this section in determining the one year of public
agency service, all service of said public employee in the recognized
military service shall be counted as public agency service.”
C. All persons appointed to fill such position during war or such national emergency
shall be temporary appointees only.
D. In the event of circumstances, which require reserve “call-up,” the City will meet
and confer with the SBPMA over the impact of the call-up on unit members.
Section 9 – Administrative Leave
In lieu of monetary compensation, all forty (40) hour/week SBPMA employees shall be assigned
eighty (80) hours of Administrative Leave per year each July 1st. Administrative Leave shall not
be carried beyond the end of any fiscal year and shall not be paid for at any time.
ARTICLE VI -- WORKING CONDITIONS
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Section 1 -- Work Schedules
All employees of this unit shall be assigned to a 4/10 work schedule. The 4/10 work
schedule shall consist of four (4) consecutive workdays of ten (10) consecutive hours each,
inclusive of a paid meal period and breaks. Each week. It is understood that, as managers, the
employees of this unit shall occasionally be required to modify their daily schedule to meet the
demands of the position, and thus are provided the flexibility to adjust their working hours to
accomplish their necessary duties.
Section 2 -- Probationary Period
The probationary period for positions in this unit shall be 12 months from the date of hire.
Section 3 -- Seniority
Seniority is herein defined to be an employee’s length of service with no break in service
of longer than 30 days within the Police Department and/or classification in which the employee
is presently assigned. The department may consider seniority in vacation scheduling, shift
assignments and transfers within classification.
Section 4 -- Reemployment
An employee who has terminated City employment and who is subsequently rehired in the
same classification in a regular position within a 90-day period may receive restoration of salary
step. Seniority shall begin anew as of the rehire date. All other authorized benefits shall accrue as
of the date of rehire.
Section 5 -- Physical Examinations
The City shall pay medical fees for the physical examination of any member of the PMA
when such examination is required and directed by the City.
ARTICLE VII -- GENERAL PROVISIONS
Section 1 -- Term
The Term of this Agreement shall be five (5) years, commencing on July 1, 2020 through
June 30, 2025.
Section 2 -- Notice of Intent to Reopen
Commencing on January 1, 2025, either Party may submit to the other, a written request to
bargain for a successor agreement, including a list of proposals on economic or non-economic
issues.
Section 3 -- Housing Incentives
During the term of this Agreement, the City shall provide HUD housing incentives to
officers wishing to purchase homes within the City of San Bernardino (“Community Revitalization
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Program”). Such incentives shall represent a 50% discount from the list price of the home. All
participants in this program must commit to live in the property for three (3) years. The City shall
provide to the SBPMA a summary of the terms of this Community Revitalization Program.
Section 4 -- Per Diem/Reimbursement Policy
The City and the unit agree to meet and consult over an expense reimbursement policy that
minimally outlines when and how expenses are approved, who approves, how expenses are
submitted, the deadline for submitting an expense, and how they are paid.
The City shall pay employees per diem rates for authorized travel and lodging related to
attendance at schools, training, and other approved work-related duties. Per diem rates will include
meals and mileage to be determined by location and destination of the school or business attended
and in accordance with the guidelines the U.S. General Services Administration. The rates are
periodically updated and are set by the destination / location of the school or business location
being attended. The current rate information can be found at www.gsa.qov. No receipts will be
required for the per diem. And all requests must be submitted within 45 days upon completion of
the authorized travel.
The City of San Bernardino will arrange for and pay the employee’s lodging expenses.
Lodging receipts will be submitted to the City by the travelling employee. Additional expenses
(such as parking, rental vehicles, ancillary duty costs) will be reimbursed by the City of San
Bernardino upon the employee submitting receipts for such job-related costs. Requirements for
receiving reimbursement for these expenses will be provided in the City of San Bernardino’s
Travel and Reimbursement Policy.
Section 5 -- Severability
If any provision of the MOU is held by the proper legislative or judicial authority to be
unlawful, unenforceable, unconstitutional or not in accordance with applicable statutes or not
applicable to Charter cities, all other provisions of the MOU shall remain in full force and effect
for the duration of this MOU. If there is any conflict between the provisions of this MOU and the
provisions of federal, state, or local government regulations, the provisions of the federal, state or
local government regulations shall be controlling. Upon the issuance of a decision declaring any
article, section or portion of this MOU to be unlawful, unenforceable, unconstitutional or not
applicable to Charter cities, the parties agree to meet and confer immediately concerning only
those articles, sections, and portions.
Section 6 -- Waiver Clause
The City and the Association for the life of the MOU each agrees that the other shall not
be obligated to meet and confer with respect to any subject or matter referred to or covered by this
MOU.
Section 7 -- Prevailing Benefits
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All benefits, privileges and working conditions authorized for the employees at the present
time, which are not included in this MOU shall remain in full force during the term of this MOU,
unless changed by mutual consent.
Section 8 -- Dispute Resolution
The Parties acknowledge that there are terms and conditions set forth above which may not
be resolved by mutual agreement. The Parties agrees that in the event any disputes cannot be
resolved, such disputes shall be submitted to the Honorable Judge Gregg Zive for resolution.
REFERENCES
During the term of this Memorandum of Understanding (MOU), the attached Resolution and
Policies may be modified. Official documents will be located in the City Manager’s Office.
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POLICE MANAGEMENT EMPLOYEES’
MEMORANDUM OF UNDERSTANDING
2020-2025
___________________________________
City Manager
City of San Bernardino
_____________________________________
Adam Affrunti, President
San Bernardino Police Management
Association
ATTEST:
__________________________________
Genoveva Rocha, City Clerk
Approved as to form:
___________________________________
Sonia Carvalho, City Attorney
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Darren L. Goodman, Chief of Police
Department:Police
Subject:Agreement with the County of San Bernardino for access
to the Sheriff’s Department Automated Systems
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California authorize the City Manager or designee to execute a 5-Year agreement
between the City of San Bernardino, California and the County of San Bernardino,
California for access to the Sheriff’s Department Automated Systems.
Background
The San Bernardino County Sheriff’s Department provides the police department with
services and information necessary to function as a law enforcement agency. The
Sheriff’s Automated System provides the police department with access to both
regional and national systems such as the National and California Law Enforcement
Telecommunications Systems, the Sheriff Department’s Central Name Index, Jail
Management, Automated Warrants, and Property Evidence Tracking systems. Access
to national data systems includes FBI, NCIC, DMV and stolen vehicle systems.
Discussion
As the administrator of the California Law Enforcement Telecommunications System
(CLETS) the San Bernardino County Sheriff’s Department establishes the annual fees
charged to the City. Fees include maintenance costs, terminal browser access, County
WAN connection access fees, and transaction fees. The Police Department is billed
quarterly for these services. The previous 5-Year contract costs were $55,504 in 2017
and $60,000 in 2022. The current agreement establishes the first-year cost to be
$57,485 plus the Property/Evidence Tracking transaction fee which historically is
approximately $1000 per year but varies based on use. Staff is requesting approval of
an amount not to exceed $60,000 annually. The Department has maintained CLETS
use although the previous agreement has expired. Once executed the agreement
attached hereto as Attachment 1 will be effective July 1, 2022 to June 30, 2027.
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2021-2025 Strategic Targets and Goals
The request to enter an agreement with the San Bernardino County Sheriff’s
Department aligns with Goal No. 3: Improved Quality of Life. Access to regional and
national government databases allows the police department to be a fully functional
law enforcement agency providing needed services to the citizens of the city.
Fiscal Impact
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California authorize the City Manager or designee to execute a 5-Year agreement
between the City of San Bernardino, California and the County of San Bernardino,
California for access to the Sheriff’s Department Automated Systems.
Attachments
Attachment 1 – Agreement
Ward:
All Wards
Synopsis of Previous Council Actions:
December 6, 2017 Mayor and City Council adopted Resolution No. 2017-230,
approving an agreement with San Bernardino County
Sheriff’s Department.
FINANCIAL
DATA
Current Fiscal Year:Next Fiscal Year:Total Cost:Ongoing Cost:
COST $ 60,000 $ 60,000 $ 120,000 $ 185,000
GENERAL
FUND
SHARE
$ 60,000 $ 60,000 $ 120,000 $ 185,000
SOURCE OF FUNDS:
There is sufficient funding in the Police
General Fund budget to pay the contract fees
stated.
Budget Adjustment:
No
For Fiscal Year: 22/24
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Standard Contract Page 1 of 9
THE INFORMATION IN THIS BOX IS NOT A PART OF THE CONTRACT AND IS FOR COUNTY USE ONLY
Sheriff/Coroner/Public Administrator
Department Contract Representative Kelly Welty, Chief Deputy Director
of Sheriff’s Administration
Telephone Number (909) 387-0640
Contractor City of San Bernardino Police
Department
Contractor Representative
Telephone Number (909)384-5742
Contract Term 07/01/2022 to 06/30/2027
Original Contract Amount $57,485 for fiscal year 2022-23
Amendment Amount
Total Contract Amount
Cost Center 4430001000
IT IS HEREBY AGREED AS FOLLOWS:
WHEREAS, the County through the Sheriff/Coroner/Public Administrator (hereinafter referred to as
“Sheriff”) provides access to the Sheriff’s Automated Systems; AND
WHEREAS, the Contractor desires to enter into an Agreement for access to the Sheriff’s Automated
Systems; AND
NOW, THEREFORE, the parties agree as follows:
A. PURPOSE OF AGREEMENT
A.1 This Agreement provides for the Sheriff, acting as the administrator of the California Law
Enforcement Telecommunications System (CLETS), to serve as the agent responsible for exchange
of criminal offender record information and other criminal justice information between Contractor and
the Sheriff and statewide criminal justice agencies. In addition, it provides for the Sheriff to facilitate
the interchange of computerized criminal history data between the following agencies and
databases:
A.1.1 Federal Bureau of Investigation (FBI)
Contract Number
SHR – 22 - 0030
SAP Number
N/A
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Revised 03/15/2022 Page 2 of 9
A.1.2 National Crime Information Center (NCIC)
A.1.3 National Law Enforcement Telecommunications System (NLETS)
A.1.4 California Department of Justice, Racial & Identity Profiling Act (RIPA) System
A.1.5 Stop Data Collection System (Staging)
A.1.6 Stop Data Collection System (Production)
A.1.7 California Gang System (CalGang)
A.1.8 California Sex and Arson Registry (CSAR)
A.1.9 Sentencing, Monitoring, Apprehending, Registering & Tracking (SMART) Justice System
A.1.10 Department of Motor Vehicles (DMV)
A.1.11 California Law Enforcement Telecommunications System (CLETS), received via the
State CLETS network (transaction fees apply and billed by Sheriff)
A.1.12 Super Name Search network (transaction fees apply and billed by Sheriff)
A.1.13 Crime Web/Mugshot System
A.1.14 Identix-Cal ID
A.1.15 Property Evidence Tracking System (PETS) (transaction fees apply and billed by
Sheriff)
A.1.16 Sheriff's Department Jail Information Management System (JIMS) (transaction fees
apply and billed by the County’s Innovation and Technology Department - ITD)
A.1.17 Sheriff’s Central Name Index (CNI) (transaction fees apply and billed by ITD)
A.1.18 Sheriff’s Automated Warrants (SAW) (transaction fees apply and billed by ITD)
A.2 It is the intent of the parties to promote more effective regional law enforcement through the
cooperative use and maintenance of the County and Sheriff computerized data files.
A.3 Access to the aforementioned databases requires connection to the County’s Wide Area Network
(WAN). Contractor will be required to enter into a separate Agreement with the County’s Innovation
and Technology Department (ITD), for connection to the County’s WAN and for payment of costs
associated with WAN connectivity.
B. CONTRACTOR RESPONSIBILITIES
B.1 The Contractor agrees to limit access to information furnished by Sheriff to its own employees and
other criminal justice/law enforcement agencies. The Contractor further agrees to comply with
Federal and State laws, rules, procedures, and policies formally adopted in the California Law
Enforcement Telecommunications System Subscriber Agreement, and in regard to criminal history,
information furnished through the FBI/NCIC/CCH (California Criminal History) and the NLETS
Program, to rules, procedures and policies approved by the NCIC advisory policy board adopted for
NCIC.
B.2 The Contractor agrees to appoint an Automated Terminal Coordinator (ATC) to disseminate CLETS
information and updates, to maintain training requirements and paperwork compliancy for all
Contractor’s personnel. The assigned ATC shall understand the CLETS Policies, Practices and
Procedures Manual and comply with all of the Department of Justice guidelines. The ATC shall
understand and comply with the Agency ATC Responsibilities guidelines, Exhibit A, attached hereto
and incorporated herein by reference. This appointed staff member shall be the point of contact to
the Sheriff.
B.3 In accordance with the State CLETS Policies, Practices, and Procedures Manual, and as designated
by the State of California and the Sheriff, the Contractor shall be responsible for all security and
privacy considerations relating to the use of the Contractor’s terminal or terminals.
B.4 The data provided to Sheriff by the Contractor will be relevant to the criminal justice process. The
completeness, accuracy, objectivity, and verifiability of information entered into the information
system is paramount and the Contractor will cooperate with the regular auditing of the system in
accordance with the State CLETS Policies, Practices, and Procedures Manual, to assure reliability
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of stored data. In addition, the procedures for maintaining and/or purging these records will be
adhered to in order to enhance the reliability of all data.
B.5 The Contractor is responsible to provide an audit trail of all CLETS entries made from all Contractor
terminals accessing CLETS information through an established CAD-to-CAD connection.
B.6 The Contractor agrees to cause employees; having access via the San Bernardino County IBM
computer system to the Sheriff’s CNI, JIMS or any other Sheriff’s Automated Systems, to complete
security training before such access will be allowed. Contractor agrees to adhere to all State, County
and Federal laws applicable to the confidentiality and the release of information.
B.7 Each of the Contractor’s employees requiring access to CNI must complete and sign a Central Name
Index Authorization Statement, Exhibit B, attached hereto and incorporated herein by reference.
C. SHERIFF RESPONSIBILITIES
C.1 Access
Sheriff’s assigned Terminal Coordinator will review all applications for connection to the
Telecommunications System, as well as requests to modify, move or increase the number of
terminals in an existing agency.
C.2 Services Provided
Sheriff agrees to furnish the Contractor access to such criminal offender record information and other
criminal justice information as is made available to the State through the CLETS network and provide
access to Sheriff’s Automated Systems.
C.3 Equipment
The Sheriff shall provide, maintain, operate, and manage equipment for an electronic data
communications system in the San Bernardino County Sheriff’s Data Center in order to provide the
services specified in this Agreement. One or both of the following is required for Contractor to
connect with the Sheriff’s Message Switch computer:
C.3.1 A CAD to CAD interface or Terminal Browser Access
C.3.2 Connection to the County WAN
(NOTE: This Agreement does not include costs for equipment/services related to a private
telecommunications connection. The WAN connection process and associated costs does
not include a telecommunications connection at the local site and/or any additional
equipment. Contractor shall be responsible for establishing its own telecommunications
connection at the local site to the WAN connection.)
C.4 Support
Sheriff shall render assistance to the Contractor in order to provide for timely, efficient, and accurate
implementation of CAD/CLETS/RMS network operations.
C.5 The Sheriff shall maintain records for auditing purposes on all CLETS entries in accordance with the
Department of Justice mandates. All CAD-to-CAD Contractors will also be responsible for
maintaining their CLETS data and providing an audit trail on all Contractor terminals and/or
employees accessing CLETS information via the CAD-to-CAD connection.
C.6 The Sheriff reserves the right to suspend access to any information provided for in this Agreement,
in accordance with the State CLETS Policies, Practices and Procedures Manual, when any rule,
policy, or procedure adopted by Sheriff, or approved by the NCIC or law of this county, state, or
federal government applicable to the security and privacy of information is violated or appears to be
violated by the Contractor.
D. CENTRAL NAME INDEX (CNI) ACCESS LIMITATIONS
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Access to the Sheriff’s CNI database is also limited, as follows:
D.1 In the interest of maintaining a regional criminal justice database, Contractor is granted inquiry
capability to the Sheriff’s CNI database for law enforcement related data. The data accessed in CNI
by the Contractor will be relevant to the criminal justice process. The Contractor will cooperate with
regular auditing of the system to assure security of stored data.
D.2 Contractor agrees to require all employees who access CNI to complete and sign a Central Name
Index Authorization Statement, a copy of which is attached hereto as Exhibit B and incorporated
herein by reference.
D.3 The Sheriff/Coroner/Public Administrator, or designee, will act as “Controller” facilitating the entry
and retrieval of computerized CNI information.
E. TERM AND TERMINATION
The term of this Agreement shall be for a period commencing on July 1, 2022, or upon the date of approval
by the Sheriff, whichever is later, and ending on June 30, 2027. Notwithstanding the foregoing, this
Agreement may be terminated at any time with or without cause by Contractor or by Sheriff upon written
notice given to the other party at least thirty (30) days prior to the date specified in the notice for such
termination. Any such termination date shall coincide with the end of a calendar month. In the event of
such termination, each party shall fully pay and discharge all obligations in favor of the other accruing prior
to the date of such termination, and each party shall be released from all obligations or performance which
would otherwise accrue subsequent to the date of termination. Neither party shall incur any liability to the
other by reason of termination.
F. FISCAL PROVISIONS
F.1 FEES
F.1.1 CLETS Teleprocessing Support/Maintenance Costs will be billed by Sheriff.
F.1.2 CLETS Terminal Browser Access will be billed by Sheriff.
F.1.3 Transaction Fees for Systems listed in No. A.1.11; A 1.12; and A.1.15 indicated in Section
A.1 above, will be billed by Sheriff. Access to PETS requires special arrangements that are
unique to each agency. Agencies desiring access to PETS shall contact Sheriff’s Technical
Services at CNI_JIMS@sbcsd.org to determine if the agency is eligible for access.
F.1.4 Systems listed in No. A.1.16 through A.1.18 will be billed by ITD.
F.1.4 Connection to the County WAN will be billed by ITD and a one-time fee applies.
F.1.5 County WAN Access is provided under a separate agreement with ITD and will be
billed by ITD.
F.2 Contractor shall pay Sheriff the sum of money per Schedule A attached hereto and incorporated
herein by reference. Sheriff shall invoice Contractor for the cost of services quarterly in arrears.
Payment shall be due within forty-five (45) days from the date of each invoice. Basic installation of
service will be provided by the Sheriff. Installation fees, cost of additional services, equipment,
related supplies and changes or modifications will be paid for by the Contractor. The total cost to
provide, repair or replace machines, printers, and other equipment shall be the responsibility of the
Contractor. Time, maintenance and diagnostic costs will be paid by the Contractor. Costs will be
adjusted in the event of any level of service changes.
F.3 Schedule A reflects the rates in effect at the Execution of this Agreement. Sheriff shall have the right
to adjust the Agreement rates annually and any subsequent rate change(s) shall become effective
on July 1 of the County fiscal year (July 1 through June 30). Such rate change(s) can include
changes to Memoranda of Understanding approved by the County Board of Supervisors for County
employees, which increase labor costs, and other inflationary costs. Sheriff shall provide notice to
Contractor of pending rate change(s) by providing Contractor with a revised Schedule A reflecting
such rate change(s).
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G. INDEMNIFICATION AND INSURANCE
The Contractor agrees to indemnify, defend (with counsel reasonably approved by County) and hold
harmless the County and its authorized officers, employees, agents and volunteers (“Indemnitees”), from
any and all claims, actions, losses, damages, and/or liability arising out of this Agreement from any cause
whatsoever, including the acts, errors or omissions of any person and for any costs or expenses incurred
by the County on account of any claim except where such indemnification is prohibited by law. This
indemnification provision shall apply regardless of the existence or degree of fault of Indemnitees. The
Contractor’s indemnification obligation applies to the County’s “active” as well as “passive” negligence but
does not apply to the County’s “sole negligence” or “willful misconduct” within the meaning of Civil Code
Section 2782.
Additionally, the Contractor agrees to provide Cyber Liability Insurance, if applicable, through its program
of self-insurance or other carriers, with adequate coverage or resources to protect against liabilities arising
out of the performance of the terms, conditions or obligations of this agreement; with limits of no less than
$1,000,000 for each occurrence or event with an annual aggregate of $2,000,000 covering privacy
violations, information theft, damage to or destruction of electronic information, intentional and/or
unintentional release of private information, alteration of electronic information, extortion and network
security. The policy shall protect the involved County entities and cover breach response cost as well as
regulatory fines and penalties.
Contractor shall require the carriers of the above required coverages to waive all rights of subrogation
against the County, its officers, employees, agents, volunteers, contractors, and subcontractors. All general
or auto liability insurance coverage provided shall not prohibit the Contractor and Contractor’s employees
or agents from waiving the right of subrogation prior to a loss or claim. The Contractor hereby waives all
rights of subrogation against the County.
H. NOTICES
All written notices and proof of insurance provided for in this Agreement or which either party desires to
give to the other shall be deemed fully given, when made in writing and either served personally, or by
facsimile, or deposited in the United States mail, postage prepaid, and addressed to the other party as
follows:
San Bernardino County Sheriff’s Department
Bureau of Administration, Contracts Unit
655 East Third Street
San Bernardino, CA 92415-0061
Fax: (909) 387-3444
City of San Bernardino
San Bernardino Police Department
P.O. Box 1559
San Bernardino, CA 92402-1559
Notice shall be deemed communicated two (2) County working days from the time of mailing if mailed as
provided in this paragraph.
I. AUTHORITY
The Sheriff/Coroner/Public Administrator of San Bernardino County, or designee, shall have the right to
exercise the County’s authority under this Agreement including the right to give notice of termination on
behalf of the County at his sole discretion.
J. AGREEMENT AUTHORIZATION
The Contractor warrants and represents that the individual signing this Agreement is a properly authorized
representative of the Contractor and has the full power and authority to enter into this Agreement on the
Contractor’s behalf.
K. ENTIRE AGREEMENT
This Agreement, including all Exhibits and Schedule, which are attached hereto and incorporated by
reference, represents the final, complete and exclusive agreement between the parties hereto. Any prior
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agreement, promises, negotiations or representations relating to the subject matter of this Agreement not
expressly set forth herein are of no force or effect. This Agreement is executed without reliance upon any
promise, warranty or representation by any party or any representative of any party other than those
expressly contained herein.
This Agreement may be executed in any number of counterparts, each of which so executed shall be
deemed to be an original, and such counterparts shall together constitute one and the same Agreement. The
parties shall be entitled to sign and transmit an electronic signature of this Agreement (whether by facsimile,
PDF or other mail transmission), which signature shall be binding on the party whose name is contained
therein. Each party providing an electronic signature agrees to promptly execute and deliver to the other party
an original signed Agreement upon request.
IN WITNESS WHEREOF, the San Bernardino County and the Contractor have each caused this Contract to
be subscribed by its respective duly authorized officers, on its behalf.
FOR COUNTY USE ONLY
Approved as to Legal Form Reviewed for Contract Compliance Reviewed/Approved by Department
Richard D. Luczak, Deputy County Counsel Kelly Welty, Chief Deputy Director of
Sheriff’s Administration
Date Date Date
City of San Bernardino Police Department
(Print or type name of agency/department)
By
(Authorized signature - sign in blue ink)
Name
(Print or type name of person signing contract)
Title
(Print or Type)
Dated:
Address P.O. Box 1559
San Bernardino, CA 92402-1559
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CLETS ANNUAL MAINTENANCE & SUPPORT COSTS:
Service
CLETS CAD-to-CAD Connection ($100/Month) (SBCX)$1,200
CLETS Transactions Cost (2021 data) $56,285
CLETS ANNUAL MAINTENANCE & SUPPORT COSTS:$57,485
QUARTERLY PAYMENT IN ADVANCE FOR CLETS:$14,371.37
ADDITIONALLY:
The Contractor shall be billed Transaction Fees on a monthly basis by County ISD
in arrears resulting from use of the following systems:
Sheriff's Department Jail Management System (JIMS)
Sheriff’s Central Name Index (CNI)
Sheriff’s Automated Warrants (SAW)
Property Evidence Tracking System (PETS): The Contractor shall be billed for the system
transaction fees at the rate of 6 cents per transaction, billing by SHERIFF on a quarterly
for actual usage in arrears and included with their previous quarterly (in advance) bills for
* The rates on this page are for the fiscal year 2022-23 only and will be adjusted each fiscal
COST SCHEDULE
CHARGES FOR SHERIFF'S AUTOMATED SYSTEMS
SAN BERNARDINO POLICE DEPARTMENT
SAN BERNARDINO COUNTY SHERIFF'S DEPARTMENT
SCHEDULE 'A'
CITY OF SAN BERNARDINO
FY 2022-23*
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EXHIBIT A
Automated Terminal Coordinator (ATC) Responsibilities
San Bernardino County Sheriff’s Department
Technical Services Division
CLETS Administration Section
655 East Third Street
San Bernardino, CA 92415-0061
Telephone: (909)387-4357
Fax: (909)387-3666
An Automated Terminal Coordinator (ATC) the key person chosen by his/her respective agency to serve as the
coordinator with the San Bernardino County Sheriff’s Department (usually the same person who serves as the
CLETS Coordinator to the DOJ) on matters pertaining to CLETS contracts with the Sheriff’s Department,
CAD/RMS connections to the message switch, maintenance of the users database, as well as all other matters
pertaining to the use of; CLETS, NCIC, NLETS, and the DOJ criminal justice data bases.
The ATC should be familiar with all aspects of the aforementioned items. The liaison’s primary responsibilities
include:
Administration/Record Keeping
• Coordinate and/or respond to CLETS related correspondence.
• Notify the Sheriff’s Department of any changes in address, phone number, agency representatives,
contracts, CAD/RMS connections, and other information pertaining to your agency.
• On a quarterly basis, ensure the accuracy of CLETS user security files within your agency,
deleting/disabling users who are no longer employed. Report this information to the Sheriff’s Department
coordinator if you have a direct connection using their terminals.
• Ensure Management Control, Interagency Agreements, or Release of CLETS Information Agreements are
on file and kept current with the signature of new agency heads, if applicable.
• Maintain a copy of all contractual agreements.
Policy
• Ensure compliance with CLETS, CJIS, NCIC, and NLETS policies and regulations.
• Ensure CLETS terminals, equipment, and messages are secure from unauthorized access.
System
• Maintain and have available a current system diagram.
• Maintain and have available a list of all Sheriff’s Department CLETS terminal locations within the agency,
identifying the location, ORI, and mnemonic assigned to the terminal.
• Coordinate any terminal access level changes, requests for additional CLETS mnemonics, and
applications for upgrading service.
Training
• Advise terminal operators within your agency of the formats used on Sheriff’s Department terminals
within your agency.
• Determine the need to coordinate CLETS related training.
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EXHIBIT B
SHERIFF’S DEPARTMENT SAN BERNARDINO COUNTY
CENTRAL NAME INDEX / JIMS NET
AUTHORIZATION STATEMENT
The following information is required to identify personnel for the computerized Central Name Index.
NAME: __________________________________________________________________
Print: (Last) (First) (Middle)
DOB: ____________________________________________________________________
(Month) (Day) (Year)
AGENCY/STATION: ______________________________
CALIFORNIA DRIVER’S LICENSE: ______________________________
LAST 4 OF SOCIAL SECURITY NUMBER: ______________________________
EMPLOYEE NUMBER: _____________________________
PD# (if applicable): ______________________________
***SUPERVISOR SIGNATURE: ______________________________
THIS PERSON REQUIRES: INQUIRY ONLY
JUSTIFICATION: ______________________________
STATEMENT:
1. I have completed the above questionnaire, and the information submitted is accurate to the best of my
knowledge.
2. I understand that the Sheriff’s Automated Systems are for Law Enforcement use only and are protected by State
Law. Accidental or deliberate disclosure of County information, modification, or misuse may result on
disciplinary action up to, and including loss of employment and prosecution under applicable laws.
3. Violation of one or more of the following procedural rules may result in
disciplinary action.
a. The unauthorized use of another individual’s name and/or identification information for the
purpose of inquiry or entry into one or more of the Sheriff’s Automated Systems.
b. The unauthorized deletion or altering of any existing data in one or more of the Sheriff’s Automated
Systems.
c. The unauthorized input (or causing of input) of false information to one or more of the Sheriff’s
Automated Systems.
EMPLOYEE SIGNATURE: ________________________________________ DATE__________
Authorizing Personnel:
_______________________________________________ _______________________________________ ________________
Print: LAST, FIRST, TITLE DEPARTMENT/LOCATION PHONE #
Please scan and e-mail this form to CNI_JIMS@sbcsd.org. You will receive a reply via email when access has been
granted
IMPORTANT NOTE: It is imperative that you notify us immediately, upon a termination or removal.
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations and Maintenance
Department:Public Works
Subject:Construction Agreement Award – Roof Replacement
at Perris Hill Senior Center (Ward 2)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Approve the awarding of a Construction Agreement with Pacific Builders &
Roofing, Inc., dba WSP Roofing, in the amount of $176,900 for the
construction of Roof Replacement at Perris Hill Senior Center ("Project"); and
2. Authorize the project construction, construction contingencies, and
engineering and inspection costs in the total amount of $205,000 for
construction of the Project; and
3. Authorizing the City Manager or designee, to execute all documents with
Pacific Builders & Roofing, Inc. dba WSP Roofing; and
4. Authorize the City Manager or designee to expend the contingency fund, if
necessary, to complete the project.
Background
The Facilities and Fleet Division of the Public Works Department is responsible for
maintaining the Perris Hill Senior Center located at 780 East 21st Street, San
Bernardino, California. The 30-year-old roof is no longer serviceable and must be
replaced. Rainwater leaks could damage building’s interior and could result in
structural deterioration if the roof is not replaced.
Staff has prepared plans and specifications for the roof replacement project. The
proposed scope of work includes removing and disposing of existing roof,
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installation of adhered thermoplastic (PVC) feltback membrane roof system,
including, but not limited to, removal of existing roof system, primed gypsum cover
board, PVC membrane flashings, PVC metal edge/fascia flashing, and other
components to comprise a weathertight roof system.
June 1, 2022, the Mayor, and City Council adopted Resolution No. 2022-102
approving Capital Improvement Plan (“CIP”) project GB23-002 and established
budget in the amount of $250,000 in the account 247-160-8941-5504 from Cultural
Development Construction fund to provide Roof Replacement at Perris Hill Senior
Center.
Discussion
Project No. 13571, to provide Roof Replacement at Perris Hill Senior Center, was
advertised for public bidding on November 28, 2022, and December 5, 2022, in the
San Bernardino County Sun Newspaper, F. W. Dodge, Construction Bid Board,
High Desert Plan Room, San Diego Daily Transcript, Sub-Hub Online Plan Room,
Reed Construction Data, Bid America Online, Construction Bid Source, Bid Ocean,
the City website, and the San Bernardino Area Chamber of Commerce.
Five sealed bids were received on December 15, 2022, as follows:
Bidder City Base Bid
Pacific Builders & Roofing Inc.Roseville $176,900
Bligh Roof Co.Santa Fe Springs $187,108
Best Contracting Services, Inc.Gardena $197,150
San Marino Roof, Inc.Orange $240,558
AME Builders, Inc.Pomona $251,321
Staff has reviewed all bid packages and determined that Pacific Builders & Roofing
Inc. of Roseville, California is the lowest responsible and responsive bidder with a
total bid amount of $176,900. In addition to these construction costs, staff
anticipates the need for a construction contingency amount to provide for any
unforeseen work, and estimated staff costs required to support engineering
inspections of the project.
The total Project cost including construction, contingencies, and engineering and
inspection costs is $205,000. If awarded, construction work on these street
segments is anticipated to begin in April 2023 and be completed by July 2023.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No. 1f: Improved Operational & Financial
Capacity - Create an asset management plan. Roof replacement at Perris Hill Senior
Center will ensure the assets do not deteriorate further and provides public safety.
Fiscal Impact
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There is no General Fund impact associated with this action. Project budget for the
proposed work was previously established in FY 2022/23 through the Cultural
Development Construction Fund in the amount of $250,000. A portion of funding
has been expended for staff time to support the preparation of the bid specification
documents. The budget amount required to complete the construction improvement
work for the Project is as follows:
Construction Bid Amount $ 176,900
Construction Contingency $ 18,100
Engineering and Inspections $ 10,000
Total Project Cost $205,000
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Approve the award of a Construction Agreement with Pacific Builders &
Roofing Inc., dba WSP Roofing, in the amount of $176,000 for the
construction of Roof Replacement at Perris Hill Senior Center ("Project"); and
2. Authorize the project construction, construction contingencies, and
engineering and inspection costs in the total amount of $205,000 for
construction of the Project; and
3. Authorize the City Manager or designee to expend the contingency fund, if
necessary, to complete the project.
Attachments
Attachment 1 Agreement
Attachment 2 Bid Tabulation
Attachment 3 Bid Proposal
Attachment 4 Location Map
Ward:
Second Ward
Synopsis of Previous Council Actions:
June 1, 2022 Mayor and City Council adopted Resolution No. 2022-102
approving Capital Improvement Plan project FY 2022/23.
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A-1
AGREEMENT
CITY OF SAN BERNARDINO
THIS AGREEMENT is made and concluded this 1 day of February 2023, between the City of
San Bernardino (owner and hereinafter "CITY"), and Pacific Builders & Roofing, Inc. dba: WSP
Roofing (hereinafter "CONTRACTOR").
1. For and in consideration of the payments and agreements hereinafter mentioned, to be
made and performed by the CITY, and under the conditions expressed in the bond as
deposited with the CITY, receipt of which is hereby acknowledged, the CONTRACTOR
agrees with the CITY, at the CONTRACTOR's own proper cost and expense in the
Special Provisions to be furnished by the CITY, to furnish all materials, tools and
equipment and perform all the work necessary to complete in good workmanlike and
substantial manner the
ROOF REPLACEMENT AT PERRIS HILL SENIOR CENTER
Project No. 13571
in strict conformity with Plans and Special Provisions for Project No. 13571, and also in
accordance with Standard Specifications for Public Works/Construction, latest edition in effect on
the first day of the advertised “Notice Inviting Sealed Bids” for this project, on file in the Office of
the City Engineer, Public Works Department, City of San Bernardino, which said Plans and Special
Provisions and Standard Specifications are hereby especially referred to and by such reference
made a part hereof.
2.The CONTRACTOR agrees to receive and accept the prices as set forth in the Bid
Schedule as full compensation for furnishing all materials and doing all the work
contemplated and embraced in this agreement; also for all loss or damage arising out of
the nature of the work aforesaid or from any unforeseen difficulties or obstructions which
may arise or be encountered in the prosecution of the work and for all risks of every
description connected with the work; also for all expenses incurred by or in consequence
of the suspension or discontinuance of work, and for well and faithfully completing the
work and the whole thereof, in the manner and according to the Plans and Special
Provisions, and requirements of the Engineer under them.
3. The CONTRACTOR 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 the basis of race, color, national origin, religion, sex, marital status, or
ancestry in the performance of this contract, nor shall the CONTRACTOR 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 of subcontractors, vendees,
or employees in the performance of this contract. Failure by the CONTRACTOR to carry
out these requirements is a material breach of This contract, which may result in the
termination of this contract or such other remedy, as recipient deems appropriate.
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4. CITY hereby promises and agrees with the said CONTRACTOR to employ, and does
hereby employ the said CONTRACTOR to provide the materials and to do the work
AGREEMENT: ROOF REPLACEMENT AT PERRIS HILL SENIOR CENTER
Project No. 13571
according to the terms and conditions herein contained and referred to, for the prices
aforesaid, and hereby contracts to pay the same at the time, in the manner, and upon the
conditions above set forth; and the same parties for themselves, their heirs, executors,
administrators, and assigns, do hereby agree to the full performance of the covenants
herein contained.
5. It is further expressly agreed by and between the parties hereto that should there be any
conflict between the terms of this instrument and the bid of said CONTRACTOR, then
this instrument shall control and nothing herein shall be considered as an acceptance of
said terms of said bid conflicting herewith.
IN WITNESS WHEREOF, the parties of these presents have executed this contract in four (4)
counterparts, each of which shall be deemed an original in the year and day first above
mentioned.
CONTRACTOR CITY OF SAN BERNARDINO
NAME OF FIRM:
BY: ________________________________
City Manager
BY: _______________________________
TITLE: ATTEST: _____________________________
MAILING ADDRESS:
_______________________________
GENOVEVA ROCHA, CMC
___________________________________ City Clerk
__________________________________
PHONE NO.: ( )_________________ APPROVED AS TO FORM:
ATTEST:_______________________________
SONIA CARVALHO, City Attorney
____________________________________
Secretary
NOTE: Secretary of the Owner should attest. If Contractor is a corporation, Secretary should attest.
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BID TABULATION
FOR
ROOF REPLACEMENT AT
PERRIS HILL SENIOR CENTER
SPECIAL PROVISIONS NO. 13571
BID SCHEDULE
ROOF REPLACEMENT AT PERRIS HILL SENIOR CENTER
Special Provisions NO. 13571
ITEM NO.
BID ITEM DESCRIPTION ESTIMATED
QUANTITY UNIT UNIT PRICE TOTAL UNIT PRICE TOTAL UNIT PRICE TOTAL UNIT PRICE TOTAL UNIT PRICE TOTAL
1 Mobilization 1 LS $7,000.00 $7,000.00 $9,355.00 $9,355.00 $5,900.00 $5,900.00 $3,000.00 $3,000.00 $8,163.00 $8,163.00
2 Remove & Dispose Roof System Per Project Plans and
Specifications 1 LS $29,100.00 $29,100.00 $30,000.00 $30,000.00 $22,170.00 $22,170.00 $27,000.00 $27,000.00 $18,335.00 $18,335.00
3 Furnish & Install New Roof Per Project Plans and Specifications 1 LS $138,300.00 $138,300.00 $142,753.00 $142,753.00 $159,580.00 $159,580.00 $207,558.00 $207,558.00 $217,823.00 $217,823.00
4 Remove & Dispose of Hazardous Waste Per Project Specifications 1 LS $2,500.00 $2,500.00 $5,000.00 $5,000.00 $9,500.00 $9,500.00 $3,000.00 $3,000.00 $7,000.00 $7,000.00
SUBTOTAL BID SCHEDULE Totals $251,321.00$240,558.00$176,900.00 $187,108.00 $197,150.00
5TH LOW
AME BUILDERS, INC.
ROOF REPLACEMENT AT PERRIS HILL SENIOR CENTER
BID OPENING: 2:00 P.M., DECEMBER 15, 2022
APPARENT LOW BIDDER
PACIFIC BUILDERS &
Roofing Inc., dba: WSP
Roofing
2ND LOW
Bligh Roof CO
dba BLIGH PACIFIC
3RD LOW
BEST CONTRACTING
SERVICES, INC.
4TH LOW
SAN MARINO ROOF, INC.
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LOCATION MAP
PERRIS HILL SENIOR CENTER
780 E 21st St, San Bernardino, CA 92404
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Robert D. Field, City Manager; Daniel Hernandez, Agency
Director of Public Works, Operations, and Maintenance
Department:Public Works
Subject:Amendment No. 1 to Cooperative Agreement with
County of San Bernardino for Arrowhead Farm Area
Street Rehabilitation (Ward 4)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2023-023:
1. Approving Amendment No. 1 to the Cooperative Funding Agreement with the
County of San Bernardino for Arrowhead Farm Area Street Rehabilitation;
and
2. Authorizing the Agency Director of Administrative Services to amend the FY
2022/24 Capital Improvement Plan, recording a supplemental appropriation
in the amount of $425,000 in Measure S Fund, for a total project cost of
$915,000: and
3. Authorizing the City Manager or designee to execute Amendment No. 1 to
Cooperative Funding Agreement 20-946.
Background
Conducting cooperative projects on streets shared with other jurisdictions is more
efficient and cost effective when compared to managing separate projects issued
by each individual jurisdiction. Leading cooperative projects also significantly
reduces the amount of inconvenience caused to public transit systems, residents,
and businesses who may be impacted during construction. The County of San
Bernardino and the City of San Bernardino share jurisdiction of several streets.
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Discussion
The County has a project to resurface the following street segments in Arrowhead
Farm area through application of an overlay in the unincorporated area of the
County:
Segment No.Street Segment
1 40th Street between Johnson Ave. and 3rd Ave.
2 41st Street between F Street and 4th Ave.
3 48th Street between E Street and Magnolia Ave.
4 3rd Avenue between 40th Street and Hill Drive
5 Mountain Drive between Kendall Drive and Hill Drive
6 Cypress Drive between 48th Street and Hill Drive
40th Street between Johnson Avenue and 3rd Avenue (Segment No. 1) is partially
located in City limits. As a result, road resurfacing and maintenance responsibility is
divided between these two jurisdictions. The County is leading the project to
rehabilitate 40th Street and contacted the City to determine its willingness to fund the
portion of the street under the City’s jurisdiction and have the entire street resurfaced
under the County’s project.
Staff negotiated a Cooperative Funding Agreement with the County delineating the
roles, responsibilities, and contributions of both the County and the City regarding the
Mountain View Avenue Street Rehabilitation Project in the Arrowhead Farm area. The
estimated project costs that the two agencies share is summarized as follows:
DESCRIPTION AMOUNT COUNTY OF SAN
BERNARDINO
SHARE
CITY OF SAN
BERNARDINO
SHARE
Construction and
Contingencies
$2,860,000 $2,461,000 $399,000
All Other Costs including
Preliminary Engineering,
Design, Environmental,
Clearance, Construction
Engineering
$650,000 $559,000 $91,000
TOTAL $3,510,000 $3,020,000 $490,000
The County requested the City contribute its entire share of project funding, which
is estimated to be $490,000, for the resurfacing of 40th Street within City
jurisdictional areas.
Due to the City of San Bernardino requesting additional funding for pavement
rehabilitation work solely within City jurisdiction, in addition to construction material
costs increasing, the City’s share of the project costs requires an adjustment as
follows:
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DESCRIPTION AMOUNT COUNTY OF SAN
BERNARDINO
SHARE
CITY OF SAN
BERNARDINO
SHARE
Construction and
contingencies
$4,875,000 $4,130.000 $745,000
All Other Costs including
Preliminary Engineering,
Design, Environmental,
Clearance, Construction
Engineering
$1,240,000 $1,040,000 $170,000
TOTAL $6,115,000 $5,200,000 $915,000
Currently, the project is in the design phase and is scheduled to be in construction
in FY 22/23.
2021-2025 Strategic Targets and Goals
This project aligns with Key Targets No. 1d: Create a framework for spending
decisions and 1f: Create an asset management plan. Conducting cooperative
projects on streets of shared jurisdiction is more efficient and cost effective than
performing individual projects on shared roadways. This project will also positively
contribute to the asset management plan by improving and preserving this section
of roadway.
Fiscal Impact
While there is no General Fund impact associated with this action, supplemental
funding is necessary. Cooperative Funding Agreement 20-946 was previously
approved by Council with the City’s share amount of $490,000 budgeted in FY
2020/21 from the Measure I Fund. In addition to the available $490,000 from
Measure I, an additional supplemental appropriation in the amount of $425,000 from
the Measure S Fund is requested to fund the completion of this project, for a total
City contribution amount of $780,000.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2023-023:
1. Approving Amendment No. 1 to the Cooperative Funding Agreement with the
County of San Bernardino for the Arrowhead Farm Area Street
Rehabilitation; and
2. Authorizing the Agency Director of Administrative Services to amend the FY
2022/24 Capital Improvement Plan, recording a supplemental appropriation
in the amount of $425,000 in Measure S Fund, for a total project cost of
$780,000; and
3. Authorizing the City Manager or designee to execute Amendment No. 1 to
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Cooperative Funding Agreement 20-946.
Attachments
Attachment 1 Resolution 2023-023
Attachment 2 Amendment No. 1
Attachment 3 Agreement No. 22-946
Attachment 4 Project Location Map
Ward:
Fourth Ward
Synopsis of Previous Council Actions:
September 16, 2020 Mayor and City Council adopted Resolution No. 2020-
227 approving the Cooperative Agreement with the
County of San Bernardino for Arrowhead Farm Area
Street Rehabilitation Project.
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Resolution No. 2023-023
Resolution No. 2023-023
February 1, 2023
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RESOLUTION NO. 2023-023
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVING AMENDMENT, NO 1 TO THE
COOPERATIVE AGREEMENT WITH THE COUNTY OF
SAN BERNARDINO FOR ARROWHEAD FARM AREA
STREET REHABILITAION; AUTHORIZING THE
AGENCY DIRECTOR OF ADMINISTRATIVE SERVICES
TO AMEND THE FY 2022/24 CAPITAL IMPROVEMENT
PLAN, RECORDING A SUPPLEMENTAL
APPROPRIATION IN THE AMOUNT OF $425,000 IN
MEASURE S FUND, FOR A TOTAL PROJECT COST OF
$915,000; AUTHORIZING THE CITY MANAGER OR
DESIGNEE TO EXECUTE AMENDMENT NO. 1 TO
COOPERATIVE FUNDING AGREEMENT 20-946.
WHEREAS, The County of San Bernardino (County) and the City of San Bernardino
(City) share jurisdiction of several streets; and
WHEREAS, Conducting cooperative projects on streets of shared jurisdiction is more
efficient and cost effective as compared to separate projects issued by each jurisdiction; and
WHEREAS, The County has a project to resurface several street segments including 40th
Street between Johnson Ave and 3rd Avenue in Arrowhead Farm area through application of an
overlay in the unincorporated area of the County; and
WHEREAS, the City limit line runs through the center of the 40th street, with the northerly
portion in the County and southerly portion in the City; and
WHEREAS, Staff negotiated a Cooperative Funding Agreement with the County
delineating the roles, responsibilities, and contributions of both the County and the City with
regard to the Mountain View Avenue Street Rehabilitation Project; and
WHEREAS, City will contribute the entire share of funding, estimated to be $490,000, for
the resurfacing of 40th Street within the City jurisdictional areas; and
WHEREAS, Due to the escalated price of project delivery and material procurement the
County proposed Amendment No.1 to adjust project pricing by $425,000.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
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Resolution No. 2023-023
Resolution No. 2023-023
February 1, 2023
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SECTION 2. Approve Amendment No. 1 to the cooperative agreement with County of
San Bernardino for the Arrowhead Farm Area Street Rehabilitation
SECTION 3.Authorizing the Agency Director of Administrative Services to amend the
FY 2022/24 Capital Improvement Plan, recording a supplemental appropriation in the amount of
$425,000 in Measure S Fund, for a total project cost of $915,000; and
SECTION 4. Authorizing the City Manager or designee to execute Amendment No. 1 to
Cooperative Funding Agreement 20-946.
SECTION 5.The City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 6.Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7.Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ___ day of __________ 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2023-023
Resolution No. 2023-023
February 1, 2023
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2023-023, adopted at a regular meeting held on the ___ day of _______ 2023 by
the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________
2023.
Genoveva Rocha, CMC, City Clerk
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Standard Contract Page 1 of 4
THE INFORMATION IN THIS BOX IS NOT A PART OF THE CONTRACT AND IS FOR COUNTY USE ONLY
Public Works
Department Contract Representative Arlene B. Chun, M.S., P.E.,
Engineering Manager -
Transportation Planning Division
Telephone Number (909) 387-8167
Project 40th Street and Other Roads
Contractor City of San Bernardino (CITY)
Contractor Representative Alex Qishta, P.E., City Engineer
Telephone Number (909) 384-5019
Contract Term 9/14/2020 – 12/31/2025
Original Contract Amount $490,000
Amendment Amount $425,000
Total Contract Amount $915,000
Cost Center 6650002000 34H14922
IT IS HEREBY AGREED AS FOLLOWS:
(Use space below and additional bond sheets. Set forth service to be rendered, amount to be paid, manner of payment, time for performance or
completion, determination of satisfactory performance and cause for termination, other terms and conditions, and attach plans, specifications, and
addenda, if any.)
AMENDMENT NO. 1
Recitals
WHEREAS, San Bernardino County (COUNTY) and the City of San Bernardino (CITY) (COUNTY and
CITY are also each referred to herein as “Party” and collectively referred to herein as “Parties”) previously
entered into County Contract No. 20-946 (herein after referred to as “the Agreement”) wherein the Parties
agreed to cooperate and jointly participate in pavement rehabilitation and an Americans with Disabilities Act
(ADA) curb ramp and other related improvements in the San Bernardino area (PROJECT); and
WHEREAS, the City has requested additional pavement rehabilitation work solely within its jurisdiction
on 40th Street from Third Avenue east 0.03 miles; and
WHEREAS, construction material costs have increased and the parties share of PROJECT costs require
adjustment; and
Contract Number
20-946 A-1
SAP Number
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Revised 7/15/19 Page 2 of 4
WHEREAS, the COUNTY and CITY are willing to increase their respective contributions in order to move
forward with the PROJECT.
NOW, THEREFORE, in consideration of the mutual covenants and conditions provided herein, the
Parties hereto agree the AGREEMENT, County Contract No. 20-946, is amended as follows:
1. DELETE the Agreement’s sixth WHEREAS recital and REPLACE it with a revised sixth WHEREAS recital,
which shall read as follows:
WHEREAS, the total PROJECT cost is estimated to be $6,115,000; and
2. DELETE the Agreement’s seventh WHEREAS recital and REPLACE it with a revised seventh WHEREAS
recital, which shall read as follows:
WHEREAS, COUNTY’s share of PROJECT cost is estimated to be $5,200,000 and the CITY’s share
of PROJECT cost is estimated to be $915,000, as more particularly set forth in revised Exhibit “A”;
which is attached hereto and incorporated herein by this reference; and
3. DELETE the existing paragraph 1.9 and REPLACE it with a revised paragraph 1.9, which shall read as
follows:
1.9 Based on the COUNTY percentage calculated pursuant to paragraph 1.8 above, pay its share
of the actual PROJECT costs. The actual PROJECT costs shall include the cost of PROJECT
design, right-of-way engineering, construction, construction engineering, inspection, CEQA
compliance, and COUNTY overhead costs. COUNTY’s share of PROJECT costs is estimated to be
$5,200,000 and shall not exceed $6,500,000 (25% increase over the COUNTY’S PROJECT cost
estimate) absent a written amendment to this Agreement pursuant to paragraph 3.16.
4. DELETE the existing paragraph 2.4 and REPLACE it with a revised paragraph 2.4, which shall read as
follows:
2.4 Based on CITY percentage calculated pursuant to paragraph 1.8 above, pay to the COUNTY,
on a reimbursement basis, its share of the actual PROJECT costs. The actual PROJECT costs shall
include the cost of PROJECT design, right-of-way engineering, construction, construction
engineering, inspection, CEQA compliance, and COUNTY overhead costs. CITY shall pay all actual
costs incurred by COUNTY associated with the adjustments to CITY’s manholes, regardless of the
estimated cost or estimated number of manholes identified, even if they are higher than the
estimated cost. CITY’s share of PROJECT costs is currently estimated to be $915,000 and shall not
exceed $1,143,750 (25% increase over the PROJECT cost estimate) absent a written amendment
to this Agreement pursuant to paragraph 3.16. CITY shall be responsible for the sum of $915,000,
plus its jurisdictional share of any PROJECT cost changes, pursuant to paragraph 1.9 above. Upon
CITY’s review and approval of invoice, CITY shall pay such undisputed costs within sixty (60) days
after receipt of itemized invoice as set forth in paragraph 1.9 of this Agreement.
5. DELETE the existing paragraph 2.5 and REPLACE it with a revised paragraph 2.5, which shall read as
follows:
2.5 Provide a qualified CITY representative who has the authority to inspect PROJECT construction
site upon notification by COUNTY via email and/or telephone that an inspection is needed within the
CITY’s limits and who shall have the authority to discuss and attempt to resolve issues concerning
the PROJECT with the COUNTY.
6. DELETE the existing paragraph 3.6 and REPLACE it with a revised paragraph 3.6, which shall read as
follows:
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Revised 7/15/19 Page 3 of 4
3.6 The Parties acknowledge that actual PROJECT costs may ultimately exceed current estimates
of PROJECT costs. Any additional PROJECT costs (including, but not limited to, additional
PROJECT costs caused by an increase in engineering cost, higher bid process, change orders, or
arising from unforeseen site conditions, including utility relocation (but not from requested additional
work by the COUNTY or CITY, which is addressed in paragraph 3.7 below)) over the estimated total
of the PROJECT’s cost of $6,115,000 (which is the sum of $5,200,000 from COUNTY and $915,000
from CITY) shall be borne by each PARTY based upon where the work is required (i.e., whether the
work is required in the COUNTY’s or CITY’s jurisdiction).
7. DELETE the existing Exhibit “A” and REPLACE it with a revised Exhibit “A”, attached to this Amendment as
Exhibit “A-1” and incorporated into County Contract No. 20-946 by this reference.
8. The Recitals of this Amendment No. 1 are incorporated into the Agreement by this reference.
9. Except as amended by this Amendment No. 1, all other terms and conditions of County Contract No. 20-
946 shall remain the same.
10. This Amendment No. 1 may be executed by the Parties in counterparts, all of which together shall constitute
a single agreement. The Parties shall be entitled to sign and transmit an electronic signature of this
Amendment No. 1 (whether by facsimile, PDF, or other email transmission), which signature shall be binding
on the party whose name is contained therein. Each party providing an electronic signature agrees to
promptly execute and deliver to the other party an original signed Amendment No. 1 upon request.
11. This Amendment No.1 to the Agreement, County Contract 20-946, is effective on the date it is approved
and signed by both Parties, and shall conclude upon satisfaction of the terms identified in paragraph 3.16
of the Agreement or on December 31, 2025 (whichever occurs first).
IN WITNESS WHEREOF, the Parties have executed this Amendment No. 1 by their authorized
signatories below.
FOR COUNTY USE ONLY
Approved as to Legal Form Reviewed for Contract Compliance Reviewed/Approved by Department
Aaron Gest, Deputy County Counsel Andy Silao, P.E.Brendon Biggs, Director
Date Date Date
SAN BERNARDINO COUNTY CITY OF SAN BERNARDINO
(Print or type name of corporation, company, contractor, etc.)
By
Curt Hagman, Chairman, Board of Supervisors (Authorized signature - sign in blue ink)
Dated:Name Robert D. Field
SIGNED AND CERTIFIED THAT A COPY OF THIS (Print or type name of person signing contract)
DOCUMENT HAS BEEN DELIVERED TO THE
CHAIRMAN OF THE BOARD Title City Manager
Lynna Monell
Clerk of the Board of Supervisors
of San Bernardino County
(Print or Type)
By Dated:
Deputy
Address 290 North D Street
San Bernardino, CA 92401
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Standard Contract Page 1 of 4
EXHIBIT A-1
DESCRIPTION AMOUNT SAN BERNARDINO
COUNTY SHARE
CITY OF SAN
BERNARDINO
SHARE
Construction
(including contingencies)$4,875,000 $4,130,000 $745,000
All Other Costs such as
design, survey, CEQA
compliance, construction
engineering, inspection
and County overhead
$1,240,000 $1,070,000 $170,000
TOTAL $6,115,000 $5,200,000 $915,000
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SAN BERNARDINO COUNTY
40TH STREET AND OTHER ROADS
MILL AND OVERLAY AND ADA RAMPS
Work Order No.: H14922 & H14924
San Bernardino County
City of San Bernardino
City of San BernardinoLegend:
DEPARTMENT OF PUBLIC WORKS
City of San Bernardino
W 40th St
W 48th St
W 40th St
W 41st StMountain DrN 3rdAveN E StN F StCedar DrN 4thAveW 45th St N I StW 49th St
W Hill Dr
W Reservoir DrCypress DrN Magnolia DrN Orange DrElectric AveNorthpark Blvd
Reconstruct ADA Ramp
Overlay
Mill and Overlay (County/City Shared Road)
New ADA Curb Ramp N 1stAveH StCottage DrKrause PlARROWHEAD FARMS AREA
Mill and Overlay Johnson St
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations and Maintenance
Department:Public Works
Subject:Establish a “No Parking Anytime” Parking Restriction
on both sides of the Median Island along Windsor
Drive between Gilbert Street and Baseline Street
(Ward 2)
Recommendation:
Adopt Resolution No. 2023-024 of the Mayor and City Council of the City of San
Bernardino, California, amending Resolution No. 3985 entitled, in part, “A
Resolution Prohibiting Parking Upon Certain Designated Streets, Alleys or Portions
Thereof...” to establish a “No Parking Anytime” zone on both sides of the median
island along Windsor Drive between Gilbert Street and Baseline Street.
Background
The Traffic Engineering Section of the Public Works Department received numerous
complaints from the San Bernardino Police Department to evaluate the safety of
vehicles traveling along Windsor Drive between Gilbert Street and Baseline Street.
It was reported that vehicles parked on top of the median and along both sides of
the island can result in through traffic being involved in a potential collision with
vehicles parked on the wrong side of the roadway.
Discussion
Windsor Drive between Gilbert Street and Baseline Street is designated as a
collector arterial in the City Circulation Plan. Windsor Drive is a two-lane divided
roadway with prima-facie speed limits of 25 MPH. The intersection of Windsor Drive
and Baseline Street is a signalized intersection that provides access to the
commercial areas along Baseline Street in the easterly and westerly direction. The
intersection of Windsor Drive and Gilbert Street is a T-intersection with a one-way
stop controlled in the northbound direction that provide access to Anton Elementary
School and San Bernardino County facilities. Single family residential units are
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located along both sides of Windsor Drive.
The City must designate roadways as Through Highways in order to implement
traffic control measures. Staff presented the proposed parking restrictions to the
City’s Public Safety and Human Relations Commission (PS&HR) at its December
12, 2022, meeting. The Commission has recommended the establishment of the
“No Parking Anytime” zone on both sides of Windsor Drive between Gilbert Street
and Baseline Street.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Strategic Target and Goal No. 3c: Improved
Quality of Life - Constantly evaluate public safety service delivery models to
enhance the quality of service. Approval of this item will enhance safety of the
traveling public along this stretch of roadway.
Fiscal Impact
The estimated cost to installing the parking restriction signs is $2,000. Sufficient
funding is included and available in the adopted FY 2022/23 Budget in Traffic Signs
and Markings program account.
Conclusion
Adopt Resolution No. 2023-024 of the Mayor and City Council of the City of San
Bernardino, California, amending Resolution No. 3985 entitled, in part, “A
Resolution Prohibiting Parking Upon Certain Designated Streets, Alleys or Portions
Thereof...” to establish a “No Parking Anytime” zone on both sides of the median
island along Windsor Drive between Gilbert Street and Baseline Street.
Attachments
Attachment 1 – Resolution No. 2023-024
Attachment 2 – Location Map
Ward:
Second Ward
Synopsis of Previous Council Actions:
None
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Resolution No. 2023-024
Resolution 2023-024
February 1, 2023
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RESOLUTION NO. 2023-024
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
AMENDING RESOLUTION NO. 3985 ENTITLED, IN
PART, “A RESOLUTION OF PROHIBITING PARKING
UPON CERTAIN DESIGNATED STREETS, ALLEYS OR
PORTIONS THEREOF…” TO ESTABLISH A “NO
PARKING ANYTIME” ZONE ON BOTH SIDES OF THE
MEDIAN ISLAND ALONG WINDSOR DRIVE BETWEEN
GILBERT STREET AND BASELINE STREET
WHEREAS, the Traffic Engineering Division of the Public Works Department has
received and evaluated the request to install traffic control on both sides of the median island
along Windsor Drive between Gilbert Street and Baseline Street; and
WHEREAS, the City now desires to install traffic control through the posting of “No
Parking Anytime” with tow away restriction signs located on both sides of the median island
along Windsor Drive between Gilbert Street and Baseline Street; and
WHEREAS, any determinations made by the City Engineer to implement parking
restrictions for areas greater than 50 feet in length, require approval from the Mayor and City
Council; and
WHEREAS, these roadways have been previously been designated as Through
Highways in accordance with the Vehicle Code of the State of California to meet eligibility for
installation of traffic control measures; and
WHEREAS, installation of traffic control in the form of “No Parking Anytime” on these
roadway segments will enhance traffic safety at these locations.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.For the purpose of establishing a No Parking Anytime, Tow Away Zone
pursuant to San Bernardino Municipal Code Section 10-16.020 on both sides of the median
island along Windsor Drive between Gilbert Street and Baseline Street, Resolution No. 3985,
which prohibits parking upon certain designated streets or portions thereof, Section one,
Subsection (40) Windsor Drive is amended by adding Subsection “A”, to read as follows:
“(40) Windsor Drive
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Resolution No. 2023-024
Resolution 2023-024
February 1, 2023
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(A) along the median island between Gilbert Street and Baseline street, applicable
to both sides”
SECTION 2.The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on
the environment. Where it can be seen with certainty, as in this case, that there is no possibility
that the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 3.Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 4. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ___ day of __________ 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2023-024
Resolution 2023-024
February 1, 2023
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2023___, adopted at a regular meeting held on the ___ day of _______ 2023 by
the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of
____________ 2023.
Genoveva Rocha, CMC, City Clerk
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Location Map
WINDSOR DRIVE
MEDIAN AND LEFT SIDE OF ROAD PARKING RESTRICTIONS FROM GILBERT ST TO
BASELINE ST
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations and Maintenance
Department:Public Works
Subject:Adoption of Ordinance No. MC-1608 (Annexation 28)
(Ward 5)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Ordinance No. MC-1608 amending Ordinance No. MC-1522 and
levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual
costs of the maintenance and servicing of landscaping, lighting, water quality
improvements, graffiti, streets, street sweeping, parks and trail maintenance, a
reserve fund for capital replacement, and administrative expenses with respect to
City of San Bernardino Community Facilities District No. 2019-1 (Maintenance
Services).
Background
On June 5, 2019, the Mayor and City Council adopted Resolution No. 2019-81, a
Resolution of Intention to form Community Facilities District No. 2019-1
(Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”),
pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982”. A
public hearing was set for July 17, 2019, for the issue of establishment of the
community facilities district.
Discussion
On January 18, 2023, Ordinance No. MC-1608 was introduced, read by title only,
and had further reading waived by the Mayor and City Council. The Ordinance is
now being returned to the Mayor and City Council for adoption. The Ordinance will
become effective 30 days from the date of adoption.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No 1. Improved Operational & Financial
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Capacity and Key Target No 4. Economic Growth & Development. This project will
contribute to ensure that the City is clean and attractive and provide infrastructure
designed for long term economic growth.
Fiscal Impact
There is no fiscal impact associated with the recommended action of this item. All
costs associated with annexing property into the District has been borne by the
Property Owner. By annexing the subject property into the District, the costs of
maintaining improvements located within the development will be financed through
special taxes levied on the parcels within CFD 2019-1 and not through the City’s
General Fund.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Ordinance No. MC-1608 amending Ordinance No. MC-1522 and
levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual
costs of the maintenance and servicing of landscaping, lighting, water quality
improvements, graffiti, streets, street sweeping, parks and trail maintenance, a
reserve fund for capital replacement, and administrative expenses with respect to
City of San Bernardino Community Facilities District No. 2019-1 (Maintenance
Services).
Attachments
Attachment 1 – Ordinance No. MC-1608 (Ordinance Levying Special Taxes)
Attachment 2 – Exhibit A – Description of Services
Attachment 3 – Exhibit B – Description of Territory
Attachment 4 – Project Location Map
Ward:
Fifth Ward
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81, a
Resolution of Intention to form Community Facilities District
No. 2019-1 (Maintenance Services) of the City of San
Bernardino (the “Resolution of Intention”), pursuant to the
provisions of the “Mello-Roos Community Facilities Act of
1982.”
July 17, 2019 Mayor and City Council adopted Resolution No. 2019-178
establishing Community Facilities District No. 2019-1;
Resolution No. 2019-179 declaring election results for
Community Facilities District No. 2019-1; and conducted the
first reading of Ordinance No. MC-1522 levying special taxes
to be collected during FY 2019-20 to pay annual costs of
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8
maintenance, services, and expenses with respect to
Community Facilities District No. 2019-1.
August 7, 2019 Mayor and City Council conducted the final reading of
Ordinance No. MC-1522 levying special taxes to be collected
during FY 2019-20 to pay annual costs of maintenance,
services, and expenses with respect to Community Facilities
District No. 2019-1.
December 7, 2022 Mayor and City Council adopted Resolution No. 2022-263, a
Resolution of Intention to annex territory into Community
Facilities District No. 2019-1 (Maintenance Services) of the
City of San Bernardino (the “Resolution of Intention”),
pursuant to the provisions of the “Mello-Roos Community
Facilities Act of 1982.”
January 18, 2023 Mayor and City Council adopted Resolution No. 2023-001
calling an election to submit to the qualified electors the
question of levying a special tax within the area proposed to
be annexed to Community Facilities District No. 2019-1
(Annexation No. 28), and adopted Resolution No. 2023-002
declaring election results for Community Facilities District No.
2019-1 (Annexation No. 28); and introduced Ordinance No.
MC-1608 amending Ordinance No. MC-1522.
Packet Pg. 429
Ordinance No. MC-1608
1
1
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7
ORDINANCE NO. MC-1608
AN ORDINANCE OF THE MAYOR AND CITY COUNCIL
OF THE CITY OF SAN BERNARDINO, CALIFORNIA,
AMENDING ORDINANCE NO. MC-1522 AND LEVYING
SPECIAL TAXES TO BE COLLECTED DURING FISCAL
YEAR 2022-2023 TO PAY THE ANNUAL COSTS OF THE
MAINTENANCE AND SERVICING OF LANDSCAPING,
LIGHTING, WATER QUALITY IMPROVEMENTS,
GRAFFITI, STREETS, STREET SWEEPING, PARKS AND
TRAIL MAINTENANCE, A RESERVE FUND FOR
CAPITAL REPLACEMENT, AND ADMINISTRATIVE
EXPENSES WITH RESPECT TO CITY OF SAN
BERNARDINO COMMUNITY FACILITIES DISTRICT NO.
2019-1 (MAINTENANCE SERVICES)
WHEREAS, the Mayor and City Council (the "City Council") of the City of San
Bernardino (the "City") has heretofore adopted Resolution No. 2019-81, stating that a community
facilities district to be known as "City of San Bernardino Community Facilities District No. 2019-1
(Maintenance Services), County of San Bernardino, State of California" (the "Community
Facilities District"), is proposed to be established under the provisions of Chapter 2,5
(commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the California Government
Code, commonly known as the "Mello-Roos Community Facilities Act of 1982" (the "Act"), and
fixing the time and place for a public hearing on the formation of the Community Facilities District;
and
WHEREAS, notice was published and mailed to the owners of the property in the
Community Facilities District as required by law relative to the intention of the City Council to
establish the Community Facilities District and the levy of the special taxes therein to provide
certain services, and of the time and place of said public hearing; and
WHEREAS, on January 18, 2023, at the time and place specified in said published and
mailed notice, the City Council opened and held a public hearing as required by law relative to the
formation of the Community Facilities District, the levy of the special taxes therein and the
provision of services by the Community Facilities District; and
WHEREAS, at the public hearing all persons desiring to be heard on all matters pertaining
to the formation of the Community Facilities District, the levy of the special taxes and the provision
of services therein were heard, and a full and fair hearing was held; and
WHEREAS, subsequent to said hearing, the City Council adopted resolutions entitled
"Resolution of the City Council of the City of San Bernardino Establishing Calling An Election
for the Purpose of Submitting the Question of the Levy of the Proposed Special Tax to the
Qualified Electors of the Proposed Community Facilities District; Authorizing the Levy of Special
Taxes; and Establishing the Appropriations Limit for the Proposed Community Facilities District"
(the "Resolution of Formation") which resolution established the Community Facilities District,
authorized the levy of a special tax within the District, and called an election within the District on
Packet Pg. 430
Ordinance No. MC-1608
2
1
8
2
7
the proposition of levying a special tax, and establishing an appropriations limit within the District;
and
WHEREAS, an election was held within the Community Facilities District in which the
sole eligible landowner elector approved said propositions by more than the two-thirds vote
required by the Act.
THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO DO
ORDAIN AS FOLLOWS:
SECTION 1.Findings. It is necessary that the City Council of the City of San Bernardino
levy special taxes pursuant to Sections 53340 of the Government Code to provide and finance the
costs of certain types of services, and related costs within the Community Facilities District,
including (i) the maintenance and servicing of landscaping, lighting, water quality improvements,
graffiti, streets, street sweeping, and park maintenance, (ii) a reserve fund for capital replacement,
and (iii) administrative expenses, all as more completely described in Exhibit "A" to Resolution
No. 2019-81, attached hereto and by this reference made a part hereof.
SECTION 2.Levy of Special Taxes. Special taxes shall be and are hereby levied for the
Fiscal Year 2022-2023, and each Fiscal Year thereafter, on all parcels of real property within the
District which are subject to taxation, which are identified in Exhibit "B" attached hereto. Pursuant
to said Section 53340, such special taxes shall be collected in the same manner as ordinary ad
valorem property taxes are collected and shall be subject to the same penalties and the same
procedure, sale, and Lien priority in case of delinquency as is provided for ad valorem taxes.
SECTION 3.Transmittal to County. The City Clerk shall immediately, following
adoption of this ordinance, transmit a copy hereof to the Board of Supervisors and the County
Auditor of the County of San Bernardino together with a request that the special taxes as levied
hereby be collected on the tax bills for the parcels identified in Exhibit "B" hereto, along with the
ordinary ad valorem property taxes to be levied on and collected from the owners of said parcels.
SECTION 4.Authorization to Publish Ordinance. City Clerk of the City of San
Bernardino shall certify to the adoption of this Ordinance and cause publication to occur in a
newspaper of general circulation and published and circulated in the City in a manner permitted
under section 36933 of the Government Code of the State of California.
SECTION 5.Effective Date. This ordinance shall become effective thirty (30) days after
its adoption.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ____ day of _______, 2023.
Packet Pg. 431
Ordinance No. MC-1608
3
1
8
2
7
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Pg. 432
Ordinance No. MC-1608
4
1
8
2
7
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Ordinance No. MC-____, introduced by the City Council of the City of San Bernardino, California,
at a regular meeting held the ____ day of ______, 2023. Ordinance No. MC-____ was approved,
passed and adopted at a regular meeting held the ____ day of ______, 2023 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of _____, 2023.
Genoveva Rocha, CMC, City Clerk
Packet Pg. 433
EXHIBIT A
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but
is not limited to the repair, removal or replacement of all or part of any of the water quality improvements,
fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other
pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and
cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water
quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of
intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
Packet Pg. 434
EXHIBIT B
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No.
2019-1”) Annexation No. 28 is currently comprised of one (1) parcel, located within the City boundaries. The
property is identified by the following San Bernardino County Assessor's Parcel Number (APN).
APN Owner Name
0348-111-51 Verdemont Ranch 20 LLC
Packet Pg. 435
MAGNOLIA AVEGARFIELD STMEYERSR
D
OHIO
AVE
CYPRESS AVEBELMONT AVE LITTLE LEAGUE DROHIO
ST
^_KENDALLDR
PALM AVEBELMONT AVE
OHIO AVE
WALNUT AVECAMBRIDGE AVEMEYERS RD
CAJO
N BLVD
£¤66
§¨¦15
§¨¦215
·|}þ138
·|}þ18
CFD N O. 2019-1 (M AINTEN ANCE SERVICES)ANNEXATION NO. 28
PROJECT MAP
Packet Pg. 436
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations and Maintenance
Department:Public Works
Subject:Adoption of Ordinance No. MC-1610 (Annexation
30)(Ward 5)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Ordinance No. MC-1610 amending Ordinance No. MC-1522 and
levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual
costs of the maintenance and servicing of landscaping, lighting, water quality
improvements, graffiti, streets, street sweeping, parks and trail maintenance, a
reserve fund for capital replacement, and administrative expenses with respect to
City of San Bernardino Community Facilities District No. 2019-1 (Maintenance
Services).
Background
On June 5, 2019, the Mayor and City Council adopted Resolution No. 2019-81, a
Resolution of Intention to form Community Facilities District No. 2019-1
(Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”),
pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982”. A
public hearing was set for July 17, 2019, for the issue of establishment of the
community facilities district.
Discussion
On January 18, 2023, Ordinance No. MC-1610 was introduced, read by title only,
and had further reading waived by the Mayor and City Council. The Ordinance is
now being returned to the Mayor and City Council for adoption. The Ordinance will
become effective 30 days from the date of adoption.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No 1. Improved Operational & Financial
Capacity and Key Target No 4. Economic Growth & Development. This project will
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contribute to ensure that the City is clean and attractive and provide infrastructure
designed for long term economic growth.
Fiscal Impact
There is no fiscal impact associated with the recommended action of this item. All
costs associated with annexing property into the District has been borne by the
Property Owner. By annexing the subject property into the District, the costs of
maintaining improvements located within the development will be financed through
special taxes levied on the parcels within CFD 2019-1 and not through the City’s
General Fund.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Ordinance No. MC-1610 amending Ordinance No. MC-1522 and
levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual
costs of the maintenance and servicing of landscaping, lighting, water quality
improvements, graffiti, streets, street sweeping, parks and trail maintenance, a
reserve fund for capital replacement, and administrative expenses with respect to
City of San Bernardino Community Facilities District No. 2019-1 (Maintenance
Services).
Attachments
Attachment 1 – Ordinance No. MC-1610 (Ordinance Levying Special Taxes)
Attachment 2 – Exhibit A – Description of Services
Attachment 3 – Exhibit B – Description of Territory
Attachment 4 – Project Location Map
Ward:
Fifth Ward
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81, a
Resolution of Intention to form Community Facilities District
No. 2019-1 (Maintenance Services) of the City of San
Bernardino (the “Resolution of Intention”), pursuant to the
provisions of the “Mello-Roos Community Facilities Act of
1982.”
July 17, 2019 Mayor and City Council adopted Resolution No. 2019-178
establishing Community Facilities District No. 2019-1;
Resolution No. 2019-179 declaring election results for
Community Facilities District No. 2019-1; and conducted the
first reading of Ordinance No. MC-1522 levying special taxes
to be collected during FY 2019-20 to pay annual costs of
maintenance, services and expenses with respect to
Community Facilities District No. 2019-1.
Packet Pg. 438
1
1
0
0
August 7, 2019 Mayor and City Council conducted the final reading of
Ordinance No. MC-1522 levying special taxes to be collected
during FY 2019-20 to pay annual costs of maintenance,
services and expenses with respect to Community Facilities
District No. 2019-1.
December 7, 2022 Mayor and City Council adopted Resolution No. 2022-267, a
Resolution of Intention to annex territory into Community
Facilities District No. 2019-1 (Maintenance Services) of the
City of San Bernardino (the “Resolution of Intention”),
pursuant to the provisions of the “Mello-Roos Community
Facilities Act of 1982.”
January 18, 2023 Mayor and City Council adopted Resolution No. 2023-006
calling an election to submit to the qualified electors the
question of levying a special tax within the area proposed to
be annexed to Community Facilities District No. 2019-1
(Annexation No. 30), and adopted Resolution No. 2023-007
declaring election results for Community Facilities District No.
2019-1 (Annexation No. 30); and introduced Ordinance No.
MC-1610 amending Ordinance No. MC-1522.
Packet Pg. 439
Ordinance No. MC-1610
1
1
8
5
3
ORDINANCE NO. MC-1610
AN ORDINANCE OF THE MAYOR AND CITY COUNCIL
OF THE CITY OF SAN BERNARDINO, CALIFORNIA,
AMENDING ORDINANCE NO. MC-1522 AND LEVYING
SPECIAL TAXES TO BE COLLECTED DURING FISCAL
YEAR 2022-2023 TO PAY THE ANNUAL COSTS OF THE
MAINTENANCE AND SERVICING OF LANDSCAPING,
LIGHTING, WATER QUALITY IMPROVEMENTS,
GRAFFITI, STREETS, STREET SWEEPING, PARKS AND
TRAIL MAINTENANCE, A RESERVE FUND FOR
CAPITAL REPLACEMENT, AND ADMINISTRATIVE
EXPENSES WITH RESPECT TO CITY OF SAN
BERNARDINO COMMUNITY FACILITIES DISTRICT NO.
2019-1 (MAINTENANCE SERVICES)
WHEREAS, the Mayor and City Council (the "City Council") of the City of San
Bernardino (the "City") has heretofore adopted Resolution No. 2019-81, stating that a community
facilities district to be known as "City of San Bernardino Community Facilities District No. 2019-1
(Maintenance Services), County of San Bernardino, State of California" (the "Community
Facilities District"), is proposed to be established under the provisions of Chapter 2,5
(commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the California Government
Code, commonly known as the "Mello-Roos Community Facilities Act of 1982" (the "Act"), and
fixing the time and place for a public hearing on the formation of the Community Facilities District;
and
WHEREAS, notice was published and mailed to the owners of the property in the
Community Facilities District as required by law relative to the intention of the City Council to
establish the Community Facilities District and the levy of the special taxes therein to provide
certain services, and of the time and place of said public hearing; and
WHEREAS, on January 18, 2023, at the time and place specified in said published and
mailed notice, the City Council opened and held a public hearing as required by law relative to the
formation of the Community Facilities District, the levy of the special taxes therein and the
provision of services by the Community Facilities District; and
WHEREAS, at the public hearing all persons desiring to be heard on all matters pertaining
to the formation of the Community Facilities District, the levy of the special taxes and the provision
of services therein were heard, and a full and fair hearing was held; and
WHEREAS, subsequent to said hearing, the City Council adopted resolutions entitled
"Resolution of the City Council of the City of San Bernardino Establishing Calling An Election
for the Purpose of Submitting the Question of the Levy of the Proposed Special Tax to the
Qualified Electors of the Proposed Community Facilities District; Authorizing the Levy of Special
Taxes; and Establishing the Appropriations Limit for the Proposed Community Facilities District"
(the "Resolution of Formation") which resolution established the Community Facilities District,
authorized the levy of a special tax within the District, and called an election within the District on
Packet Pg. 440
Ordinance No. MC-1610
2
1
8
5
3
the proposition of levying a special tax, and establishing an appropriations limit within the District;
and
WHEREAS, an election was held within the Community Facilities District in which the
sole eligible landowner elector approved said propositions by more than the two-thirds vote
required by the Act.
THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO DO
ORDAIN AS FOLLOWS:
SECTION 1.Findings. It is necessary that the City Council of the City of San Bernardino
levy special taxes pursuant to Sections 53340 of the Government Code to provide and finance the
costs of certain types of services, and related costs within the Community Facilities District,
including (i) the maintenance and servicing of landscaping, lighting, water quality improvements,
graffiti, streets, street sweeping, and park maintenance, (ii) a reserve fund for capital replacement,
and (iii) administrative expenses, all as more completely described in Exhibit "A" to Resolution
No. 2019-81, attached hereto and by this reference made a part hereof.
SECTION 2.Levy of Special Taxes. Special taxes shall be and are hereby levied for the
Fiscal Year 2022-2023, and each Fiscal Year thereafter, on all parcels of real property within the
District which are subject to taxation, which are identified in Exhibit "B" attached hereto. Pursuant
to said Section 53340, such special taxes shall be collected in the same manner as ordinary ad
valorem property taxes are collected and shall be subject to the same penalties and the same
procedure, sale, and Lien priority in case of delinquency as is provided for ad valorem taxes.
SECTION 3.Transmittal to County. The City Clerk shall immediately following
adoption of this ordinance transmit a copy hereof to the Board of Supervisors and the County
Auditor of the County of San Bernardino together with a request that the special taxes as levied
hereby be collected on the tax bills for the parcels identified in Exhibit "B" hereto, along with the
ordinary ad valorem property taxes to be levied on and collected from the owners of said parcels.
SECTION 4.Authorization to Publish Ordinance. City Clerk of the City of San
Bernardino shall certify to the adoption of this Ordinance and cause publication to occur in a
newspaper of general circulation and published and circulated in the City in a manner permitted
under section 36933 of the Government Code of the State of California.
SECTION 5.Effective Date. This ordinance shall become effective thirty (30) days after
its adoption.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ____ day of _______, 2023.
Helen Tran, Mayor
City of San Bernardino
Packet Pg. 441
Ordinance No. MC-1610
3
1
8
5
3
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Pg. 442
Ordinance No. MC-1610
4
1
8
5
3
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Ordinance No. MC-____, introduced by the City Council of the City of San Bernardino, California,
at a regular meeting held the ____ day of ______, 2023. Ordinance No. MC-____ was approved,
passed and adopted at a regular meeting held the ____ day of ______, 2023 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of _____, 2023.
Genoveva Rocha, CMC, City Clerk
Packet Pg. 443
EXHIBIT A
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but
is not limited to the repair, removal or replacement of all or part of any of the water quality improvements,
fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other
pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and
cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water
quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of
intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
Packet Pg. 444
EXHIBIT B
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No.
2019-1”) Annexation No. 30 is currently comprised of one (1) parcel, located within the City boundaries. The
property is identified by the following San Bernardino County Assessor's Parcel Number (APN).
APN Owner Name
0261-182-43 California Cajun Properties, LLC
Packet Pg. 445
RED
SKY
AVE
PALM AVECA
BLE
CREEK
CHANNELAPPALOOSA AVEKENDALL DRL I T T L E L E A G U E DR VERDEMONT RANCH RD§¨¦215
^_
·|}þ18
WATERMAN AVE28TH ST
PARKDALE DR
34TH ST
KENDALLDR
PALM AVEBELMONT AVE
OHIO AVE
WALNUT AVECAMBRIDGE AVEMEYERS RD
CAJO
N BLVD
·|}þ259
£¤66 ·|}þ210
§¨¦15
§¨¦215
£¤66
CFD N O. 2019-1 (M AINTEN ANCE SERVICES)ANNEXATION NO. 30
PROJECT MAP
Packet Pg. 446
1
1
0
1
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations and Maintenance
Department:Public Works
Subject:Adoption of Ordinance No. MC-1611 (Annexation 32)
(Ward 6)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Ordinance No. MC-1611 amending Ordinance No. MC-1522 and
levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual
costs of the maintenance and servicing of landscaping, lighting, water quality
improvements, graffiti, streets, street sweeping, parks and trail maintenance, a
reserve fund for capital replacement, and administrative expenses with respect to
City of San Bernardino Community Facilities District No. 2019-1 (Maintenance
Services).
Background
On June 5, 2019, the Mayor and City Council adopted Resolution No. 2019-81, a
Resolution of Intention to form Community Facilities District No. 2019-1
(Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”),
pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982”. A
public hearing was set for July 17, 2019, for the issue of establishment of the
community facilities district.
Discussion
On January 18, 2023, Ordinance No. MC-1611 was introduced, read by title only,
and had further reading waived by the Mayor and City Council. The Ordinance is
now being returned to the Mayor and City Council for adoption. The Ordinance will
become effective 30 days from the date of adoption.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No 1. Improved Operational & Financial
Capacity and Key Target No 4. Economic Growth & Development. This project will
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contribute to ensure that the City is clean and attractive and provide infrastructure
designed for long term economic growth.
Fiscal Impact
There is no fiscal impact associated with the recommended action of this item. All
costs associated with annexing property into the District has been borne by the
Property Owner. By annexing the subject property into the District, the costs of
maintaining improvements located within the development will be financed through
special taxes levied on the parcels within CFD 2019-1 and not through the City’s
General Fund.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Ordinance No. MC-1611 amending Ordinance No. MC-1522 and
levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual
costs of the maintenance and servicing of landscaping, lighting, water quality
improvements, graffiti, streets, street sweeping, parks and trail maintenance, a
reserve fund for capital replacement, and administrative expenses with respect to
City of San Bernardino Community Facilities District No. 2019-1 (Maintenance
Services).
Attachments
Attachment 1 – Ordinance No. MC-1611 (Ordinance Levying Special Taxes)
Attachment 2 – Exhibit A – Description of Services
Attachment 3 – Exhibit B – Description of Territory
Attachment 4 – Project Location Map
Ward:
Sixth Ward
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81, a
Resolution of Intention to form Community Facilities District
No. 2019-1 (Maintenance Services) of the City of San
Bernardino (the “Resolution of Intention”), pursuant to the
provisions of the “Mello-Roos Community Facilities Act of
1982.”
July 17, 2019 Mayor and City Council adopted Resolution No. 2019-178
establishing Community Facilities District No. 2019-1;
Resolution No. 2019-179 declaring election results for
Community Facilities District No. 2019-1; and conducted the
first reading of Ordinance No. MC-1522 levying special taxes
to be collected during FY 2019-20 to pay annual costs of
maintenance, services and expenses with respect to
Community Facilities District No. 2019-1.
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August 7, 2019 Mayor and City Council conducted the final reading of
Ordinance No. MC-1522 levying special taxes to be collected
during FY 2019-20 to pay annual costs of maintenance,
services and expenses with respect to Community Facilities
District No. 2019-1.
December 7, 2022 Mayor and City Council adopted Resolution No. 2022-266, a
Resolution of Intention to annex territory into Community
Facilities District No. 2019-1 (Maintenance Services) of the
City of San Bernardino (the “Resolution of Intention”),
pursuant to the provisions of the “Mello-Roos Community
Facilities Act of 1982.”
January 18, 2023 Mayor and City Council adopted Resolution No. 2023-008
calling an election to submit to the qualified electors the
question of levying a special tax within the area proposed to
be annexed to Community Facilities District No. 2019-1
(Annexation No. 32), and adopted Resolution No. 2023-009
declaring election results for Community Facilities District No.
2019-1 (Annexation No. 32); and introduced Ordinance No.
MC-1611 amending Ordinance No. MC-1522.
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Ordinance No. MC-1611
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ORDINANCE NO. MC-1611
AN ORDINANCE OF THE MAYOR AND CITY COUNCIL
OF THE CITY OF SAN BERNARDINO, CALIFORNIA,
AMENDING ORDINANCE NO. MC-1522 AND LEVYING
SPECIAL TAXES TO BE COLLECTED DURING FISCAL
YEAR 2022-2023 TO PAY THE ANNUAL COSTS OF THE
MAINTENANCE AND SERVICING OF LANDSCAPING,
LIGHTING, WATER QUALITY IMPROVEMENTS,
GRAFFITI, STREETS, STREET SWEEPING, PARKS AND
TRAIL MAINTENANCE, A RESERVE FUND FOR
CAPITAL REPLACEMENT, AND ADMINISTRATIVE
EXPENSES WITH RESPECT TO CITY OF SAN
BERNARDINO COMMUNITY FACILITIES DISTRICT NO.
2019-1 (MAINTENANCE SERVICES)
WHEREAS, the Mayor and City Council (the "City Council") of the City of San
Bernardino (the "City") has heretofore adopted Resolution No. 2019-81, stating that a community
facilities district to be known as "City of San Bernardino Community Facilities District No. 2019-1
(Maintenance Services), County of San Bernardino, State of California" (the "Community
Facilities District"), is proposed to be established under the provisions of Chapter 2,5
(commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the California Government
Code, commonly known as the "Mello-Roos Community Facilities Act of 1982" (the "Act"), and
fixing the time and place for a public hearing on the formation of the Community Facilities District;
and
WHEREAS, notice was published and mailed to the owners of the property in the
Community Facilities District as required by law relative to the intention of the City Council to
establish the Community Facilities District and the levy of the special taxes therein to provide
certain services, and of the time and place of said public hearing; and
WHEREAS, on January 18, 2023, at the time and place specified in said published and
mailed notice, the City Council opened and held a public hearing as required by law relative to the
formation of the Community Facilities District, the levy of the special taxes therein and the
provision of services by the Community Facilities District; and
WHEREAS, at the public hearing all persons desiring to be heard on all matters pertaining
to the formation of the Community Facilities District, the levy of the special taxes and the provision
of services therein were heard, and a full and fair hearing was held; and
WHEREAS, subsequent to said hearing, the City Council adopted resolutions entitled
"Resolution of the City Council of the City of San Bernardino Establishing Calling An Election
for the Purpose of Submitting the Question of the Levy of the Proposed Special Tax to the
Qualified Electors of the Proposed Community Facilities District; Authorizing the Levy of Special
Taxes; and Establishing the Appropriations Limit for the Proposed Community Facilities District"
(the "Resolution of Formation") which resolution established the Community Facilities District,
authorized the levy of a special tax within the District, and called an election within the District on
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Ordinance No. MC-1611
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the proposition of levying a special tax, and establishing an appropriations limit within the District;
and
WHEREAS, an election was held within the Community Facilities District in which the
sole eligible landowner elector approved said propositions by more than the two-thirds vote
required by the Act.
THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO DO
ORDAIN AS FOLLOWS:
SECTION 1.Findings. It is necessary that the City Council of the City of San Bernardino
levy special taxes pursuant to Sections 53340 of the Government Code to provide and finance the
costs of certain types of services, and related costs within the Community Facilities District,
including (i) the maintenance and servicing of landscaping, lighting, water quality improvements,
graffiti, streets, street sweeping, and park maintenance, (ii) a reserve fund for capital replacement,
and (iii) administrative expenses, all as more completely described in Exhibit "A" to Resolution
No. 2019-81, attached hereto and by this reference made a part hereof.
SECTION 2.Levy of Special Taxes. Special taxes shall be and are hereby levied for the
Fiscal Year 2022-2023, and each Fiscal Year thereafter, on all parcels of real property within the
District which are subject to taxation, which are identified in Exhibit "B" attached hereto. Pursuant
to said Section 53340, such special taxes shall be collected in the same manner as ordinary ad
valorem property taxes are collected and shall be subject to the same penalties and the same
procedure, sale, and Lien priority in case of delinquency as is provided for ad valorem taxes.
SECTION 3.Transmittal to County. The City Clerk shall immediately, following
adoption of this ordinance, transmit a copy hereof to the Board of Supervisors and the County
Auditor of the County of San Bernardino together with a request that the special taxes as levied
hereby be collected on the tax bills for the parcels identified in Exhibit "B" hereto, along with the
ordinary ad valorem property taxes to be levied on and collected from the owners of said parcels.
SECTION 4.Authorization to Publish Ordinance. City Clerk of the City of San
Bernardino shall certify to the adoption of this Ordinance and cause publication to occur in a
newspaper of general circulation and published and circulated in the City in a manner permitted
under section 36933 of the Government Code of the State of California.
SECTION 5.Effective Date. This ordinance shall become effective thirty (30) days after
its adoption.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ____ day of _______, 2023.
Helen Tran, Mayor
City of San Bernardino
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Ordinance No. MC-1611
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Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Ordinance No. MC-1611
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Ordinance No. MC-____, introduced by the City Council of the City of San Bernardino, California,
at a regular meeting held the ____ day of ______, 2023. Ordinance No. MC-____ was approved,
passed and adopted at a regular meeting held the ____ day of ______, 2023 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of _____, 2023.
Genoveva Rocha, CMC, City Clerk
Packet Pg. 453
EXHIBIT A
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but
is not limited to the repair, removal or replacement of all or part of any of the water quality improvements,
fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other
pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and
cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water
quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of
intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
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EXHIBIT B
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No.
2019-1”) Annexation No. 32 is currently comprised of ten (10) parcels, located within the City boundaries. The
property is identified by the following San Bernardino County Assessor's Parcel Numbers (APNs).
APN Owner Name
0266-021-17 S.B. Universal Self Storage LLC
0266-021-18 S.B. Universal Self Storage LLC
0266-021-27 S.B. Universal Self Storage LLC
0266-021-32 S.B. Universal Self Storage LLC
0266-021-33 S.B. Universal Self Storage LLC
0266-021-34 S.B. Universal Self Storage LLC
0266-021-38 S.B. Universal Self Storage LLC
0266-021-39 S.B. Universal Self Storage LLC
0266-021-40 S.B. Universal Self Storage LLC
0266-021-41 S.B. Universal Self Storage LLC
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CFD N O. 2019-1 (M AINTEN ANCE SERVICES)ANNEXATION NO. 32
PROJECT MAP
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations and Maintenance
Department:Public Works
Subject:Irrevocable Agreement to Annex No. 2023-372 (Ward
6)
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California
adopt Resolution No. 2023-025 of the Mayor and City Council of the City of San
Bernardino, California, approving the application to the Local Agency Formation
Commission to provide City sewer services to property located within the
unincorporated territory at 3835 June Street, San Bernardino, California; and
authorizing the City Manager to execute an Irrevocable Agreement to Annex.
Background
On November 10, 2022, the San Bernardino Water Department received a request
for sewer service from the owners of a parcel located at 3835 June Street (APN:
0267-021-02) for a connection to the sewer collection system. The property owner
is abandoning the existing septic tank and is desirous of a connection to the sewer
collection.
In 1994, the California Government Code Section was amended by the addition of
Section 56133, which requires the Local Agency Formation Commission (LAFCO)
to approve the provision of new City services outside its corporate boundaries. The
annexation of single parcels is not desirable since it creates uneven boundaries and
creates confusion regarding the delivery of other City services. This property is
contiguous to City boundaries; however, annexation of this property would result in
other islands.
In September of 1997, the City of San Bernardino adopted Resolution No. 97-275,
a policy relative to the providing of sewer services outside of City boundaries. The
policy includes a payment of $1,300 for the initial sewer connection application
processing fee. Additionally, the petitioner will pay all LAFCO related fees directly
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to LAFCO and the normal sewer capacity and connection fees to the Water
Department for processing the Irrevocable Annexation Agreement.
The policy also requires the land use to be consistent with the City's General Plan
and the property owner to execute an "Irrevocable Agreement to Annex" in the event
that this property is included in an annexation proceeding sometime in the future.
Discussion
The Water Department has indicated that there is adequate capacity at the
wastewater treatment plant to serve this property and the Water Department has
indicated that the existing industrial use is consistent with the City's General
Plan. The Water Department has determined that there is an available 18-inch
vitrified clay pipe sanitary sewer main within June Street, fronting the subject parcel.
LAFCO requires the Agency providing the service to complete the application. The
resolution will allow the city to submit an application to LAFCO, if approved by Mayor
and City Council. Upon approval by LAFCO, the Irrevocable Agreement to Annex
will be executed between the City and the applicant.
2021-2025 Strategic Targets and Goals
The Irrevocable Agreement to Annex is consistent with Key Target No. 4b:
Economic Growth and Development - Update the General Plan and Development
Code as it ensures this property meets General Plan use and will be included in a
future City annexation of this unincorporated area.
Fiscal Impact
There is no fiscal impact associated with this action. The $1,300 for the sewer
connection application processing fee has been paid by the applicant. The applicant
will also pay the corresponding sewer capacity and connection fees to the Water
Department, and other LAFCO application fees.
Conclusion
It is recommended that the Mayor and City Council of San Bernardino, California,
adopt Resolution No. 2023-025 of the Mayor and City Council of the City of San
Bernardino, California, approving the application to the Local Agency Formation
Commission to provide City sewer services to property located within the
unincorporated territory at 3835 June Street, San Bernardino, California; and
authorizing the City Manager to execute an Irrevocable Agreement to Annex.
Attachments
Attachment 1 - Resolution No. 2023-025
Attachment 2 - Exhibit A - Irrevocable Agreement to Annex
Attachment 3 - Exhibit B - Vicinity Map
Attachment 4 - Exhibit C - Application
Ward:
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Sixth Ward
Synopsis of Previous Council Actions:
September 2, 1997 The City of San Bernardino adopted Resolution No. 97-275 to
the providing of sewer services outside of City boundaries.
Packet Pg. 459
Resolution No. 2023-025
Resolution No. 2023-025
February 2, 2023
Page 1 of 3
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RESOLUTION NO. 2023-025
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVING THE APPLICATION TO THE LOCAL
AGENCY FORMATION COMMISSION TO PROVIDE CITY
SEWER SERVICES TO PROPERTY LOCATED WITHIN
THE UNINCORPORATED TERRITORY AT 3835 JUNE
STREET, SAN BERNARDINO, CALIFORINA; AND
AUTHORIZING THE CITY MANAGER TO EXECUTE AN
IRREVOCABLE AGREEMENT TO ANNEX
WHEREAS, John Camarena and Magdalena Lagos, husband and wife as joint tenants, the
owners of the property located in an unincorporated area at 3835 June Street, San Bernardino,
California, also known as Assessor’s Parcel Number 0267-021-02, have requested connection to
the City of San Bernardino’s sewage system; and
WHEREAS, said Property is located within the City’s Sphere of Influences; and
WHEREAS, pursuant to Section 2.28.030 (Service outside City Limits) of the San
Bernardino Municipal Code, the Mayor and City Council must approve any water and sewer
service outside the corporate limits of the City of San Bernardino; and
WHEREAS, pursuant to California Government Code Section 56133, a city or district
may provide new or extended services by contract or agreement outside its jurisdictional
boundaries subject to approval from the Local Agency Formation Commission (LAFCO); and
WHEREAS, pursuant to Resolution No. 97-275 the property owners requesting
connection to the City’s sewage system must pay all applicable fees required by the City, San
Bernardino Municipal Water District, and LAFCO.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The Mayor and City Council of the City of San Bernardino hereby authorize
an application to the LAFCO for the connection to the City’s sewage system for property located
at 3835 June Street, Assessor’s Parcel Number 0267-021-02, more fully described as follows:
The North 82 feet of the South 166 feet of Lot 50, Tract No. 2946, in the unincorporated
area of the County of San Bernardino, State of California, as per Plat recorded in Book 40 of Maps,
Pages 82 to 84, inclusive, records of said County.
Packet Pg. 460
Resolution No. 2023-025
Resolution No. 2023-025
February 2, 2023
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SECTION 3. The City Manager is hereby authorized to execute an Irrevocable Agreement
to Annex No. 2022-372, a copy of which is attached as Exhibit “A”.
SECTION 4. The City Clerk of said City is hereby authorized and directed to file, or cause
to be filed, a certified copy of this resolution with the Executive Officer of the LAFCO.
SECTION 5.The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 6.Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ___ day of __________ 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Pg. 461
Resolution No. 2023-025
Resolution No. 2023-025
February 2, 2023
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2023-___, adopted at a regular meeting held on the ___ day of _______ 2023 by
the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________
2023.
Genoveva Rocha, CMC, City Clerk
Packet Pg. 462
RECORDING REQUESTED BY
AND WHEN RECORDED RETURN TO:
City of San Bernardino
290 N. D Street
San Bernardino, California 92401
Attn: City Manager
Exempt from Recording fee
pursuant to Gov't Code §§ 27383, 6103
(Space above for Recorder’s use)
IRREVOCABLE AGREEMENT TO ANNEX
No. 2023-372
This I r r e v o c a b l e A g r e e m e n t to A n n e x (“Agreement), is entered into this 1st
day of February, 2023; by and between John Camarena and Magdalena Lagos, husband and wife
as joint tenants, hereinafter referred to as “OWNERS,” and the CITY OF SAN BERNARDINO, a
charter city and municipal corporation, hereafter referred to as a “CITY.” OWNERS and CITY
may be referred to in this Agreement individually as “Party” and collectively as “Parties”.
RECITALS:
WHEREAS, OWNERS hold title to the one parcel, APN 0264-021-02-0000,
located at 3835 June Street, San Bernardino, California, and parcel is further described
as follows:
The North 82 feet of the South 166 feet of Lot 50,
Tract No. 2946, in the unincorporated area of the
County of San Bernardino, State of California as
per Plat recorded in Book 40 of Maps, Pages 82 to
84, inclusive, records of said County. with
Assessor’s Parcel Number: 0267-021-02
(“Property”).
WHEREAS, the Property is within the CITY’s sphere of influence; and WHEREAS,
OWNERS desire to obtain CITY’s sewage system and wastewater
treatment plant service for the Property; and
WHEREAS, CITY’s sewage system and wastewater treatment plant service could be
provided to the Property by connecting to the CITY’s sewage system; and
WHEREAS, CITY’s sewage system and wastewater treatment plant have sufficient
capacity to convey and treat the sewage generated by the Property; and
WHEREAS, the covenants and conditions set forth herein shall create an equitable
servitude upon the parcel, and shall be fully binding upon OWNERS’ heirs, successors
and assigns.
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IRREVOCABLE AGREEMENT TO ANNEX NO. 2023-372 LAFCO SC # _____
NOW, THEREFORE, the Parties hereto agree as follows:
Packet Pg. 464
IRREVOCABLE AGREEMENT TO ANNEX NO. 2023-372 LAFCO SC # _____
SECTION I OWNERS AGREE:
a. To consent to the annexation of the Property to the CITY. OWNERS agree to
covenant for itself, its agents, employees, contractors, heirs, successors, and
assigns (“Successors”) not in any way object to, protest, delay, frustrate or
otherwise impede any annexation proceedings concerning the annexation of the
Property to the CITY. OWNERS and their Successors shall cooperate in every
reasonable way with the requests of the CITY, the San Bernardino Local Agency
Formation Commission (“LAFCO”), or any other public agency in any
proceedings to annex the Property to the CITY. The OWNERS and their
Successor’s cooperation shall include, but not be limited to, the filing of all
necessary applications, petitions, plans, drawings, and any other documentation
or information required by the CITY, LAFCO, or any other public agency.
b. To pay such annexation fees and costs and other municipal charges as would
ordinarily be charged in the annexation of property to the CITY. Said fees shall
be payable when the same becomes due and payable.
c. To pay all fees and charges and make all deposits required by the CITY to
connect to and use the CITY’s sewage system and wastewater treatment plant
service system, and further agrees to be bound by all CITY ordinances, rules
and regulations respecting the sewage system.
d. To acknowledge that execution of this Agreement to annex is on behalf of all
future heirs, successors, and assigns; and that said Agreement shall be
irrevocable without written consent of CITY.
e. To comply with the San Bernardino Municipal Code, General Plan (emphasis
on the circulation plan-street section) and any rules and regulations promulgated
by the Water Board of the San Bernardino Municipal Water Department
relating to CITY’s sewage system and wastewater treatment plant service
system.
f. To make application to LAFCO and allow CITY to make application on behalf
of the OWNERS and pay all application fees, for approval to connect to CITY’s
sewage system, pursuant to Section 56133 of the Government Code.
g. To execute a standard form agreement with CITY stipulating the terms and
conditions under which the connection to the CITY’s sewage system and
wastewater treatment plant service system shall be made and maintained.
h. OWNERS acknowledge and agree that if CITY determines that any attempted
annexation fails or is unreasonably delayed because the OWNERS or Successor
failed to exercise good faith and best efforts to cause or assist in permitting the
annexation to occur, any connection to CITY’s sewage system and wastewater
treatment plant service system permitted or authorized by this agreement may
Packet Pg. 465
IRREVOCABLE AGREEMENT TO ANNEX NO. 2023-372 LAFCO SC # _____
be disconnected at the sole option of CITY and upon reasonable notice to the
OWNERS to provide for alternative service.
i. OWNERS agree to maintain the Property in good condition and in compliance
with reasonable standards. Reasonable standards are defined as the level of
maintenance service necessary to keep the appearance and operation of the
Property free from visible defects, deterioration, dirt and debris.
j. OWNERS shall indemnify, defend, and hold the CITY and its officials and staff
harmless from any and all liability, claims, costs (including reasonable
attorneys’ fees), damages, expenses and causes of action resulting from any
construction performed under or otherwise related to performance of this
Agreement.
SECTION II CITY AGREES:
a. To allow OWNERS’ parcel, described hereinbefore, to connect to CITY’s
sewage system and wastewater treatment plant service system, subject to
payment of all applicable fees and permits.
SECTION III BE IT MUTUALLY AGREED, AS FOLLOWS:
a. City Clerk for CITY shall record this Agreement with the County Recorder.
b. The benefit to the subject parcel will inure to the benefit of subsequent owners,
their heirs, successors, and assigns, and the agreements, conditions, and
covenants contained herein shall be binding upon them and upon the land.
c. The approval granted to connect said parcel to CITY’s sewage system and
wastewater treatment plant service system is contingent upon OWNERS
securing approval from LAFCO.
d. This Agreement may be executed in counterparts.
e. CITY and OWNERS acknowledge that this Agreement is the product of mutual
arms-length negotiation and drafting. Accordingly, the rule of construction
which provides the ambiguities in a document shall be construed against the
drafter of that document shall have no application to the interpretation and
enforcement of this Agreement. In any action or proceeding to interpret or
enforce this Agreement, the finder of fact may refer to any extrinsic evidence
not in direct conflict with any specific provision of this Agreement to determine
and give effect to the intention of the parties.
f. This Agreement may only be amended by the written consent of all of the
Parties at the time of such amendment. If either Party commences an action
against the other Party arising out of or in connection with this Agreement, the
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IRREVOCABLE AGREEMENT TO ANNEX NO. 2023-372 LAFCO SC # _____
prevailing party shall be entitled to have and recover from the losing Party
reasonable attorneys’ fees and costs of suit, and, if CITY is awarded such
attorneys’ fees and costs, such award shall constitute a lien upon the Property.
g. Failure to insist on any one occasion upon strict compliance with any of the
terms, covenants or conditions hereof shall not be deemed a waiver of such
term, covenant or condition, nor shall any waiver or relinquishment of any
rights or powers hereunder at any one time or more times be deemed a waiver
or relinquishment of such other right or power at any other time or times.
h. This Agreement has been executed in and shall be governed by the laws of the
State of California. Venue shall be in the County of San Bernardino.
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IRREVOCABLE AGREEMENT TO ANNEX NO. 2023-372 LAFCO SC # _____
SIGNATURE PAGE TO IRREVOCABLE AGREEMENT TO ANNEX
IN WITNESS WHEREOF, the Parties hereto have caused this agreement to be
entered into as of the Effective Date set forth above.
CITY OF SAN BERNARDINO
Approved By:
OWNERS
__________________________________ _______________________________
City Manager Signature
______ John Camarena __________
Name
__________________________________
City Attorney
_______________________________
Signature
Attested By:
____ Magdalena Lagos
Name
__________________________________
Genoveva Rocha
CMC, City Clerk
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IRREVOCABLE AGREEMENT TO ANNEX NO. 2023-372 LAFCO SC # _____
ACKNOWLEDGMENT
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.
State of California
County of )
On before me,
(insert name and title of the officer)
personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(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 (Seal)
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IRREVOCABLE AGREEMENT TO ANNEX NO. 2023-372 LAFCO SC # _____
ACKNOWLEDGMENT
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.
State of California
County of )
On before me,
(insert name and title of the officer)
personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(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 (Seal)
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Exhibit B
Vicinity Map
Irrevocable Agreement to
Annex 2023-372 (Ward 6)
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EXHIBIT C
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations and Maintenance
Department:Public Works
Subject:Resolution Declaring Intent to Annex
Territory: Community Facilities District No.
2019-1 (Maintenance Services): Annexation
No. 33, Tax Zone No. 34 (GWS #7) (Ward 3)
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California,
adopt Resolution No. 2023-026 of the Mayor and City Council of San Bernardino,
California, declaring its intention to annex territory into Community Facilities
District No. 2019-1 (Maintenance Services) of the City of San Bernardino,
adopting a map of the area to be proposed (Annexation No. 33) and authorizing
the levy of a special taxes therein.
Background
On June 5, 2019, the Mayor and City Council approved Resolution No. 2019-81
establishing Community Facilities District No. 2019-1 (Maintenance Services) of
the City of San Bernardino (the "CFD No. 2019-1" or "District") for the purpose
of levying special taxes on parcels of taxable property to provide certain services
which are necessary to meet increased demands placed upon the City.
Discussion
On July 17, 2019, the Mayor and City Council adopted Resolution No. 2019-178,
establishing CFD No. 2019-1 pursuant to the provisions of the Mello-Roos
Community Facilities Act of 1982 (“Act”). CFD No. 2019-1 allows for the levy of
special taxes on parcels of taxable property for the purpose of providing certain
services which are necessary to meet increased demands placed by
development upon the City.
Development projects are subject to conditions of approval that require projects
to form/annex a maintenance district. These districts apply an annual fee or
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special tax upon properties within the District which provides the revenue to
offset the cost of maintenance of the public improvements necessary to serve
the development. The Developer has agreed to initiate and conduct the CFD
annexation proceedings pursuant to the Act. To that end, the Developer has
submitted a "Consent and Waiver" form, which is on file in the City Clerk's office
that authorizes the City to (1) hold the election and declare election results; (2)
shorten election time requirements; (3) waive analysis and arguments; (4) waive
all notice requirements relating to the conduct of the election immediately
following the public hearing.
The public facilities and services proposed to be financed within the territory to
be annexed to the District are the following:
1. Maintenance of median landscaping and other public improvements
installed within the public rights-of-way; and
2. Public lighting and appurtenant facilities, including streetlights within
public rights-of-way and traffic signals; and
3. Maintenance of streets, including pavement management; and
4. City and County costs associated with the setting, levying and collection
of the special tax, and in the administration of the District, including the
contract administration and for the collection of reserve funds.
The proposed development includes approximately 9.27 gross acres of a zoned
industrial property. The property is located at the northeast intersection of Lena
Road and E Norman Road. At build out, this development will include an
industrial warehouse building as a new Tax Zone, No. 34, within CFD No. 2019-
1, as shown in the boundary map and included in the Resolution of Intention as
Exhibit “D”. In order to annex into CFD No. 2019-1, a Resolution of Intention to
annex property must be approved to identify the facilities to be maintained and
establish the maximum special tax for this Tax Zone. The Resolution of Intention
shall also set the date and time for the public hearing.
The rate and method of apportionment of the special tax for this Tax Zone, (Tax
Zone No. 34), is included as Exhibit “C” to the Resolution of Intention. The
maximum annual special tax for this development has been calculated to be
$2,943 per acre for FY 2023/24. This tax rate includes a Maximum Special Tax
A of $2,785 per acre per year for maintenance services of public facilities and a
Maximum Annual Special Tax B (Contingent) of $158 per acre per year. Special
Tax B (Contingent) is for the maintenance and operation of the improvements
described in Exhibit “B” attached hereto. If the Property Owners Association
(POA) were to default of its obligation to maintain such improvements, the City
would be able to collect funds to pay for those services. Annual Special Tax A
and Annual Special Tax B (Contingent) rate are proposed to escalate each year
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at the greater of Consumer Price Index (CPI) or 2%. Exhibit “H”, attached to the
staff report, is a maintenance exhibit to illustrate which services are being
maintained by the CFD and by the POA.
In order to annex property to CFD No. 2019-1 pursuant to the provisions of
California Government Code Section 53311 et seq., the City must adopt a series
of three statutorily required Resolutions and an Ordinance which are
summarized below:
•Resolution declaring City intent to annex territory to Community Facilities
District No. 2019-1 including the boundary of the area to be annexed and
the rate and method of apportionment of special taxes within the annexation
area (the special tax applies only to properties within the annexation area).
•Resolution calling an election to submit to the qualified electors the question
of levying a special tax within the area proposed to be annexed to the
District.
•Resolution declaring the results of the election and directing the recording of
the notice of special tax lien.
•Amend the Ordinance and order the levy and collection of special taxes in
the District.
With the adoption of the Resolution of Intention, the Public Hearing would be
scheduled for March 15, 2023.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No 1. Improved Operational &
Financial Capacity and Key Target No 4. Economic Growth & Development. This
project will contribute to ensure that the City is clean and attractive and provide
infrastructure designed for long term economic growth.
Fiscal Impact
The individual property owners in the CFD will be responsible for annual
payments of special taxes. Upon full completion of the development, it is
estimated that there will be an annual collection of special tax revenues of
approximately $25,814 from Special Tax A to be used to pay for maintenance
costs.
In March 1 of each year, every taxable unit for which a building permit has been
issued within the boundaries of the CFD will be subject to the special tax for the
ensuing Fiscal Year. If the anticipated costs of maintaining the facilities in any
given Fiscal Year, prior to buildout of the project, exceeds the special tax
revenues available from parcels for which building permits have been issued,
then the special tax may also be applied to property within recorded final
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subdivision maps, as well as other undeveloped property within the boundaries
of the CFD.
All costs associated with annexation into the CFD have been borne by the
Developer. By annexing into the CFD, the costs of maintaining improvements
located within the development will be financed through special taxes levied on
the parcels within CFD No. 2019-1 and not through the City’s General Fund.
Conclusion
It is recommended that the Mayor and City Council of San Bernardino, California,
adopt Resolution No. 2023-026 of the Mayor and City Council of San Bernardino,
California, declaring its intention to annex territory into Community Facilities
District No. 2019-1 (Maintenance Services) of the City of San Bernardino,
adopting a map of the area to be proposed (Annexation No. 33) and authorizing
the levy of a special taxes therein.
Attachments
Attachment 1 – Resolution of Intention No. 2023-026
Attachment 2 – Exhibit A - Description of Territory
Attachment 3 – Exhibit B - Description of Services
Attachment 4 – Exhibit C - Rate and Method of Apportionment
Attachment 5 – Exhibit D - Boundary Maps
Attachment 6 – Exhibit E – Signed Petition
Attachment 7 – Exhibit F - Notice of Public Hearing
Attachment 8 – Exhibit G - Special Election Ballot
Attachment 9 – Exhibit H - Maintenance Exhibit
Attachment 10 – Project Map
Ward:
Third Ward
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81,
a Resolution of Intention to form Community Facilities
District No. 2019-1 (Maintenance Services) of the City of
San Bernardino (the “Resolution of Intention”), pursuant to
the provisions of the “Mello-Roos Community Facilities Act
of 1982”.
July 17, 2019 Resolution No. 2019-178 was adopted establishing
Community Facilities District No. 2019-1; Resolution No.
2019-179 was adopted declaring election results for
Community Facilities District No. 2019-1; and first reading
of Ordinance No. MC-1522 levying special taxes to be
collected during FY 2019-20 to pay annual costs of
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maintenance, services, and expenses with respect to
Community Facilities District No. 2019-1.
August 7, 2019 Final reading of Ordinance No. MC-1522 levying special
taxes to be collected during FY 2019-20 to pay annual
costs of maintenance, services and expenses with respect
to Community Facilities District No. 2019-1.
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Resolution No. 2023-026
Resolution No. 2023-026
February 1, 2023
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RESOLUTION NO. 2023-026
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY
INTO COMMUNITY FACILITIES DISTRICT NO. 2019-1
(MAINTENANCE SERVICES) OF THE CITY OF SAN
BERNARDINO, ADOPTING A MAP OF THE AREA TO BE
PROPOSED (ANNEXATION NO. 33) AND AUTHORIZING
THE LEVY OF A SPECIAL TAXES THEREIN
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”),
on June 5, 2019, the Mayor and City Council (the “City Council”) of the City of San Bernardino
(the “City”) approved Resolution No. 2019-81 establishing Community Facilities District No.
2019-1 (Maintenance Services) of the City of San Bernardino, County of San Bernardino, State of
California, defined the "CFD No. 2019-1", for the purpose of levying special taxes on parcels of
taxable property therein for the purpose of providing certain services which are necessary to meet
increased demands placed upon the City; and
WHEREAS, the Mayor and City Council has received a written instrument from the
landowner in the CFD No. 2019-1 to initiate and conduct proceedings pursuant to the Act, to annex
territory to CFD No. 2019-1 and consenting to the shortening of election time requirements,
waiving analysis and arguments, and waiving all notice requirements relating to the conduct of the
election; and
WHEREAS, the Mayor and City Council has been advised that certain property owners
have requested that the area shown in Exhibit D be annexed territory to the boundaries of CFD
No. 2019-1, that a rate and method of apportionment of the special tax to be levied therein be
established.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. Intent to Annex. The Mayor and City Council hereby declares that it
proposes and intends to conduct proceedings pursuant to Article 3.5 for the annexation to the
Community Facilities District of the territory described in Exhibit A attached hereto. The Mayor
and City Council determines that the public convenience and necessity require that such territory
be annexed to the Community Facilities District.
SECTION 2.Name of the Community Facilities District. The name of the existing
community facilities district is known as “Community Facilities District No. 2019-1 (Maintenance
Services)”.
SECTION 3.Description of Territory Proposed to be Annexed, Annexation Map. The
territory proposed to be annexed are included within the boundaries within which property may
annex to CFD No. 2019-1 and are more particularly described and shown on that certain map
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Resolution No. 2023-026
Resolution No. 2023-026
February 1, 2023
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entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2019-1
(Maintenance Services) of the City of San Bernardino, County of San Bernardino, State of
California,” as recorded on June 6, 2019, in Book 88 of Maps of Assessment and Community
Facilities District, Page 33, and as Instrument No. 2019-0185395 in the official records of the
County of San Bernardino. The territory proposed to be annexed to the CFD No. 2019-1 is
described in Exhibit A, attached hereto, and by this reference made a part hereof. Such territory
is also shown and described on the map thereof entitled "Annexation Map No. 33, Community
Facilities District No. 2019-1 (Maintenance Services), City of San Bernardino, County of San
Bernardino, State of California," which is on file with the City Clerk (the "Annexation Map") and
attached hereto as Exhibit D.
SECTION 4.Description of Authorized Services. The services proposed to be financed
by CFD No. 2019-1 (the “Services”) are described in Exhibit B attached hereto. The cost of
providing the Services includes “incidental expenses,” which include costs associated of CFD No.
2019-1, determination of the amount of special taxes, collection or payment of special taxes, or
costs otherwise incurred in order to carry out the authorized purposes of CFD No. 2019-1. The
Services authorized to be financed by CFD No. 2019-1 are in addition to those currently provided
in the territory of CFD No. 2019-1 and do not supplant services already available within that
territory.
SECTION 5. Levy of Special Taxes. Except where funds are otherwise available, a
special tax sufficient to pay the costs of the Services (including incidental expenses), secured by
recordation of a continuing lien against all nonexempt real property in CFD No. 2019-1, will be
levied annually within CFD No. 2019-1. The Rate and Method of Apportionment, and manner of
collection of the special tax are specified in Exhibit C.
SECTION 6. Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets
and Highways Code, the Mayor and City Council adopts the Annexation Map as the map of the
area proposed to be annexed to the CFD No. 2019-1. Pursuant to Section 3111 of said Code, the
City Clerk shall file the original of the Annexation map in his office and shall file a copy of the
Annexation Map with the County Recorder of the County of San Bernardino no later than 15 days
prior to the date of the hearing specified in Section 7 hereof.
SECTION 7. Public Hearing. The Mayor and City Council hereby fixes 7:00 p.m., or as
soon thereafter as practicable, on Wednesday, March 15, 2023, at the Bing Wong Auditorium of
the Norman F. Feldheym Public Library at 555 W. 6th Street, San Bernardino, California, 92410,
as the time and place when and where the Mayor and City Council will conduct a public hearing
on the proposed annexation of the said territory to the CFD No. 2019-1.
SECTION 8. Notice of Public Hearing. The City Clerk is hereby directed to publish, or
cause to be published, a notice of said public hearing, in substantially the form attached hereto as
Exhibit F, one time in a newspaper of general circulation published in the area of CFD No. 2019-
1. The publication of said notice shall be completed at least seven days prior to the date herein
fixed for said hearing. Said notice shall contain the information prescribed by Section 53322 of
the Act.
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Resolution No. 2023-026
Resolution No. 2023-026
February 1, 2023
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SECTION 9. Mailing Ballots. In anticipation of its action on Wednesday March 15,
2023, to call the election on the annexation for the same date, pursuant to waiver of election time
limits from the landowners, the Mayor and City Council hereby authorizes the City Clerk to mail
to each landowner in the territory proposed to be annexed to the CFD No. 2019-1 a ballot in
substantially the form set forth in Exhibit G hereto. A copy of the waiver and consent form signed
by the property owner is attached hereto as Exhibit E and incorporated herein by this reference.
SECTION 10. That the Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 11. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 12. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ____ day of __________ 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2023-026
Resolution No. 2023-026
February 1, 2023
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2023-___, adopted at a regular meeting held on the _ __ day of _____ __ 2023
by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of ____________
2023.
Genoveva Rocha, CMC, City Clerk
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EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No.
2019-1”) Annexation No. 33 is currently comprised of twelve (12) parcels, located within the City boundaries.
The property is identified by the following San Bernardino County Assessor's Parcel Numbers (APNs).
APN Owner Name
0280-171-13 GWS #7 Development LLC
0280-171-14 GWS #7 Development LLC
0280-171-15 GWS #7 Development LLC
0280-171-16 GWS #7 Development LLC
0280-171-18 GWS #7 Development LLC
0280-171-19 GWS #7 Development LLC
0280-191-05 GWS #7 Development LLC
0280-191-06 GWS #7 Development LLC
0280-191-07 GWS #7 Development LLC
0280-191-08 GWS #7 Development LLC
0280-191-09 GWS #7 Development LLC
0280-191-10 GWS #7 Development LLC
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EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but
is not limited to the repair, removal or replacement of all or part of any of the water quality improvements,
fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other
pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and
cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water
quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of
intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
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EXHIBIT C
City of San Bernardino 1
Community Facilities District No. 2019-1 (Maintenance Services)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
OF THE CITY OF SAN BERNARDINO
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined
below) in Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No. 2019-1” or
“CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July
1, 2019, in an amount determined by the City Council of the City of San Bernardino, acting in its capacity
as the legislative body of CFD No. 2019-1, by applying the rate and method of apportionment set forth
below. All of the real property in CFD No. 2019-1, unless exempted by law or by the provisions herein,
shall be taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel
Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the
applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be
calculated by the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the
formation, annexation, and administration of CFD No. 2019-1 including, but not limited to: the costs
of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether
by the City or designee thereof or both); the costs to the City, CFD No. 2019-1, or any designee thereof
associated with fulfilling the CFD No. 2019-1 disclosure requirements; the costs associated with
responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2019-1 or
any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees
including payment of a proportional share of salaries and benefits of any City employees and City
overhead whose duties are related to the administration and third party expenses. Administrative
Expenses shall also include amounts estimated or advanced by the City or CFD No. 2019-1 for any
other administrative purposes of CFD No. 2019-1, including attorney's fees and other costs related to
commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
“Administrator” means the City Manager of the City of San Bernardino, or his or her designee.
“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final
Map that was recorded prior to the March 1 preceding the Fiscal Year in which the Special Tax is being
levied, and that have not been issued a building permit on or prior to the March 1 preceding the Fiscal
year in which the special tax is being levied.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number
by the County Assessor of the County of San Bernardino.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by
Assessor’s Parcel Number.
“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County
Assessor of the County.
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City of San Bernardino 2
Community Facilities District No. 2019-1 (Maintenance Services)
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original
construction building permit issued for construction of a building of Non-Residential Property and any
Building Square Footage subsequently added to a building of such Taxable Property after issuance of
a building permit for expansion or renovation of such building.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“CFD” or “CFD No. 2019-1” means the City of San Bernardino Community Facilities District No. 2019-
1 (Maintenance Services).
“City” means the City of San Bernardino.
“Contingent Special Tax B Requirement” means that amount required in any Fiscal Year, if the POA
is unable to maintain the Service(s) to: (i) pay the costs of Services incurred or otherwise payable in
the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs
of Services as determined by the Administrator; less a credit for funds available to reduce the annual
Special Tax B (Contingent) levy as determined by the Administrator.
“County” means the County of San Bernardino.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit
for new construction has been issued on or prior to March 1 preceding the Fiscal Year in which the
Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as
provided for in Section G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.)
or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual
lots for which building permits may be issued without further subdivision.
“Fiscal Year” means the period from and including July 1st of any year to and including the following
June 30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an
Assessor’s Parcel is assigned consistent with the land use approvals that have been received or
proposed for the Assessor’s Parcel as of March 1 preceding the Fiscal Year in which the Special Tax is
being levied.
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B
(Contingent), as applicable.
“Maximum Special Tax A” means the Maximum Special Tax A, as determined in accordance with
Section C below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property
within CFD No. 2019-1.
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“Maximum Special Tax B (Contingent)” means the Maximum Special Tax B (Contingent), as
determined in accordance with Section C below that can be levied in any Fiscal Year on any Assessor's
Parcel of Taxable Property within CFD No. 2019-1.
“Multi-Family Residential Property” means any Assessor’s Parcel of residential property that consists
of a building or buildings comprised of attached Residential Units sharing at least one common wall
with another unit.
“Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a
building permit(s) was issued for a non-residential use. The Administrator shall make the
determination if an Assessor’s Parcel is Non-Residential Property.
“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s
association established to maintain certain landscaping within a Tax Zone.
“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the
actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property
with the same Tax Zone, (ii) Approved Property, that the ratio of the actual Special Tax levy to the
Maximum Special Tax is the same for all Parcels of Approved Property with the same Tax Zone, and
(iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum
Special Tax per acre is the same for all Parcels of Undeveloped Property with the same Tax Zone.
“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile
by one or more persons, as determined by the Administrator.
“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed
Residential Units have been constructed or for which building permits have been or may be issued for
purposes of constructing one or more Residential Units.
“Service(s)” means services permitted under the Mello-Roos Community Facilities Act of 1982
including, without limitation, those services authorized to be funded by CFD No. 2019-1 as set forth
in the documents adopted by the City Council at the time the CFD was formed.
“Single Family Residential Property” means any residential property other than Multi-Family
Residential Property on an Assessor’s Parcel.
“Special Tax(es)” means the Special Tax A and/or Special Tax B (Contingent) to be levied in each Fiscal
Year on each Assessor’s Parcel of Taxable Property.
“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel
of Taxable Property to fund the Special Tax A Requirement.
"Special Tax A Requirement" means for each Tax Zone, that amount to be collected in any Fiscal Year
to pay for certain costs as required to meet the needs for such Tax Zone of CFD No. 2019-1 in both
the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for
maintenance services including but not limited to (i) maintenance and lighting of parks, parkways,
streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii)
public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the
Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A
Requirement include funds for Bonds.
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“Special Tax B (Contingent)” means the Special Tax B (Contingent) to be levied in each Fiscal Year on
each Assessor’s Parcel of Taxable Property to fund the Contingent Special Tax B Requirement, if
required.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2019-1, which are not Exempt
Property.
“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre.
"Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may
be levied pursuant to this Rate and Method of Apportionment of Special Tax. Appendix C identifies
the Tax Zone in CFD No. 2019-1 at formation; additional Tax Zones may be created when property is
annexed into the CFD.
"Tax Zone 1" means the specific geographic area identified on the CFD Boundary Map as Tax Zone 1.
"Tract(s)" means an area of land; i) within a subdivision identified by a particular tract number on a
Final Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for
subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed
Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2019-1 shall be classified
as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy
of Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed
Property and Approved Property shall be classified as either Residential Property or Non-Residential
Property. Residential Property shall be further classified as Single Family Residential Property or
Multi-Family Residential Property and the number of Residential Units shall be determined by the
Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Residential Property, all such Assessor’s
Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon
as specified in or shown on the building permit(s) issued or Final Map as determined by the
Administrator. For Parcels of undeveloped property zoned for development of single family attached
or multi-family units, the number of Residential Units shall be determined by referencing the
condominium plan, apartment plan, site plan or other development plan, or by assigning the
maximum allowable units permitted based on the underlying zoning for the Parcel. Once a single
family attached or multi-family building or buildings have been built on an Assessor's Parcel, the
Administrator shall determine the actual number of Residential Units contained within the building
or buildings, and the Special Tax A levied against the Parcel in the next Fiscal Year shall be calculated
by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential
Unit identified for the Tract below or as included in Appendix A as each Annexation occurs.
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Non-Residential Property, all such Assessor’s
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Parcels shall be assigned the number of Building Square Footage or Acres as shown on the Final Map
as determined by the Administrator. Once the Administrator determines the actual number of
Building Square Footage or Acres for the Assessor’s Parcels, the Special Tax A levied against the
Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the number of Building
Square Footage or Acres by the Maximum Special Tax per Taxable Unit identified for the Tax Zone
below or as included in Appendix A as each Annexation occurs.
1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1,
the rate and method adopted for the annexed property shall reflect the Maximum Special Tax
A for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for
Developed Property for Fiscal Year 2019-2020 within Tax Zone 1 is identified in Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 17170 Single Family Residential Property RU $961
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Developed
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items)
for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the
preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel
shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category
located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land
use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based
on the amount of Acreage designated for each land use as determined by reference to the
site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of
property shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to
each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the rate
and method adopted for the annexed property shall reflect the Maximum Special Tax A for the
Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Approved property
Fiscal Year 2019-20 within Tax Zone 1 is identified in Table 2 below:
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TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 17170 Single Family Residential RU $961
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Approved Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
- Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the
rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for
the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped
Property for Fiscal Year 2019-20 within Tax Zone 1 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit Maximum Special Tax A
1 TR 17170 Acre $4,338
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Undeveloped Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
- Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
2. Special Tax B (Contingent)
The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its obligation
to maintain the Contingent Services, which default shall be deemed to have occurred, as determined by
the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to levy annual assessments for the Contingent Services; or
(d) The POA fails to provide the Contingent Services at the same level as the City provides similar
services and maintains similar improvements throughout the City and within ninety (90) days
after written notice from the City, or such longer period permitted by the City Manager, fails
to remedy the deficiency to the reasonable satisfaction of the City Council.
a. Developed Property
(i) Maximum Special Tax B (Contingent)
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The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is
shown in Table 4 and shall be specific to each Tax Zone within the CFD. When additional
property is annexed into CFD No. 2019-1, the rate and method adopted for the annexed
property shall reflect the Maximum Special Tax B (Contingent) for each Tax Zones annexed
and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20
within Tax Zone 1 is identified in Table 4 below:
TABLE 4
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Single Family Residential Property RU $0
(ii) Increase in the Maximum Special Tax B (Contingent)
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for
Developed Property shall increase by i) the percentage increase in the Consumer Price Index
(All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of
the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an
Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be
levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel
that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated
to each type of property based on the amount of Acreage designated for each land use as
determined by reference to the site plan approved for such Assessor's Parcel. The
Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 5 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20 within the Tax Zone is identified
in Table 5 below:
TABLE 5
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Single Family Residential Property RU $0
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Approved
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for
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Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding
Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 6 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20 within the Tax Zone is identified
in Table 6 below:
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Tax Zone
Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Acre $0
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Undeveloped
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los
Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year,
or ii) by two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2019-20 and for each following Fiscal Year, the Council shall determine
the Special Tax A Requirement and shall levy the Special Tax A on all Assessor’s Parcels of Taxable
Property until the aggregate amount of Special Tax A equals the Special Tax A Requirement for each
Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed
Property within each Tax Zone up to 100% of the applicable Maximum Special Tax to satisfy the Special
Tax A Requirement for such Tax Zone;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first step has been completed, the Special Tax A shall be levied Proportionately on each
Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax A for
Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all
Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum Special
Tax A for Undeveloped Property.
2. Special Tax B (Contingent)
Commencing with Fiscal Year in which Special Tax B (Contingent) is authorized to be levied and for
each following Fiscal Year, the City Council shall determine the Contingent Special Tax B (Contingent)
Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of
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Taxable Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals
the Special Tax B ( Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) Shall
be levied for each Fiscal Year as follows:
First: The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed
Property for a Tax Zone up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy
the Contingent Special Tax B Requirement;
Second: If additional moneys are needed to satisfy the Contingent Special Tax B Requirement after
the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on
each Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax B
(Contingent) for Approved Property;
Third: If additional monies are needed to satisfy the Contingent Special Tax B Requirement after
the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately
on all Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum
Special Tax B (Contingent) for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2019-1 from time to time. As
each annexation is proposed, an analysis will be prepared to determine the annual cost for providing
Services. Based on this analysis, the property to be annexed, pursuant to California Government Code
section 53339 et seq. will be assigned to the appropriate Maximum Special Tax rate for the Tax Zone
when annexed and included in Appendix A.
F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided.
For each Fiscal Year, the Special Tax B (Contingent) shall be levied as long as the Contingent Services
are being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2019-1, any Assessor’s Parcels; (i) which are
owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity;
(ii) with public or utility easements making impractical their utilization for other than the purposes set
forth in the easement; (iii) which are privately owned but are encumbered by or restricted solely for
public uses; or (iv) which is in use in the performance of a public function as determined by the
Administrator.
H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may
file a written notice of appeal with the City not later than twelve months after having paid the first
installment of the Special Tax that is disputed. A representative(s) of CFD No. 2019-1 shall promptly
review the appeal, and if necessary, meet with the property owner, consider written and oral evidence
regarding the amount of the Special Tax, and rule on the appeal. If the representative’s decision
requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property
owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that
Assessor’s Parcel in the subsequent Fiscal Year(s).
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I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2019-1 may collect the Special Tax at a different time
or in a different manner if necessary to meet its financial obligations.
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APPENDIX A
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance
services for Fiscal Year 2023-24. These services are being funded by the levy of Special Tax A for
Community Facilities District No. 2019-1.
TAX ZONE 34
PM 20392
Item Description Estimated Cost
1 Landscaping $9,119
2 Lighting $6,800
3 Streets $5,677
4 Reserves $1,808
5 Admin $2,410
Total $25,814
Special Tax B Contingent Services – The estimate in the table below breaks down the costs of
providing one year’s contingent maintenance services for Fiscal Year 2023-24. If necessary, these
services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District
No. 2019-1 Tax Zone 34.
TAX ZONE 34 (CONTINGENT SERVICES)
PM 20392
Item Description Estimated Cost
1 Streets $462
2 Admin $1,000
Total $1,462
TAX ZONE 34
FY 2023-24 MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERTY AND APPROVED PROPERTY
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Non-Residential Property Acre $2,785 $158
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TAX ZONE 34
FY 2023-24 MAXIMUM SPECIAL TAX RATES
UNDEVELOPED PROPERTY
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Acre $2,785 $158
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TAX ZONE SUMMARY
Annexation
Tax
Zone
Tract
APN
Fiscal
Year
Maximum
Special Tax A
Maximum
Special Tax B
Subdivider
Original 1 17170 2019-20 $961 / RU $0 / RU Santiago Communities, Inc.
1 2 17329 2019-20 $473 / RU $0 / RU JEC Enterprises, Inc.
2 3 PM 19814 2020-21 $608 / Acre $0 / Acre GWS #4 Development, LLC
3 4 0266-041-39 2019-20 $1,136 / Acre $0 / Acre Devore Storage Facility, LLC
4 5 TR 20006 2020-21 $344 / RU $57 / RU TH Rancho Palma, LLC
5 6 PM 19701 2020-21 $1,895 / Acre $528 / Acre Strata Palma, LLC
6 7 PM 20112 2020-21 $3,197 / Acre $0 / Acre San Bernardino Medical Center LLC
7 8 TR 20293 2021-22 $2,913 / Acre $334 / Acre ICO Fund VI, LLC
8 9 LM 2019-021 2021-22 $815 / Acre $232 / Acre TR 2600 Cajon Industrial LLC
9 10 TR 20189 2021-22 $490 / Acre $154 / Acre Central Commerce Center, LLC
10 11 LD 1900086 2021-22 $1,472 / Acre $0 / Acre Lankershim Industrial, LLC
11 12 TR 20305 2022-23 $175 / Acre $0 / Acre Prologis, LP
12 13 LLA 2020-004 2022-23 $1,169 / Acre $0 / Acre Dreamland Real Estate Holdings
13 14 TR 5907 2022-23 $2,268 / Acre $0 / Acre Magic Laundry Services, Inc.
14 15 0136-191-21 2022-23 $5,277 / Acre $0 / Acre Ahmad Family Trust
15 16 TR 20216 2022-23 $7,089 / Acre $0 / Acre Gateway SB, LLC
16 17 TR 20145 2022-23 $646 / RU $0 / RU RCH-CWI Belmont, LP
17 18 CUP 20-07 2022-23 $7,433 / Acre $0 / Acre George A. Pearson
18 19 TR 20258 2022-23 $588 / RU $0 / RU RGC Family Trust
19 20 LM 21-10 2022-23 $5,284 / Acre $0 / Acre 170 East 40th Street, LLC
320 21 LM 22-04 2022-23 $6,397 / Acre $0 / Acre 108 Highland, LP
21 22 LM 2021-013 2022-23 $807 / Acre $0 / Acre SBABP IV, LLC
22 23 TR 4592 2022-23 $847 / Acre $320 / Acre 1300 E Highland Ave LLC
23 24 LLA 2020-005 2022-23 $1,385 / Acre $978 / Acre Vone SB, LLC
24 25 TR 20494 2022-23 $174 / RU $17 / RU PI Properties, LLC
25 26 TR 20495 2022-23 $204 / RU $45 / RU Pacific West Company, et al.
26 To Be Determined
27 28 PM 20320 2022-23 $1,851 / Acre $292 / Acre SB Drake Central Avenue LLC
28 29 TR 17329 2023-24 $347 / RU $0 / RU Verdemont Ranch 20, LLC
29 30 LL 2022-11 2022-23 $922 / Acre $372 / Acre CIVF VI – CA1W01, LLC
30 31 PM 20143 2022-23 $2,957 / Acre $1,855 / Acre California Cajun Properties LLC
31 32 PM 20334 2023-24 $358 / Acre $94 / Acre Elliott Precision Block Co.
32 33 PM 3613,
4230 & 4250 2022-23 $1,094 / Acre $186 / Acre S.B. Universal Self Storage LLC
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Annexation
Tax
Zone
Tract
APN
Fiscal
Year
Maximum
Special Tax A
Maximum
Special Tax B
Subdivider
33 34 PM 20392 2023-24 $2,785 / Acre $158 / Acre GWS#7 Development, LLC
34 35 CUP 21-16 2023-24 $533 / Acre $193 / Acre MLG SB Land LLC &
Grandfather’s Land Holdings LLC
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2020 the Maximum Special Tax shall increase by i) the
percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange
County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent
(2.0%), whichever is greater.
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APPENDIX B
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include
but is not limited to the repair, removal or replacement of all or part of any of the water quality
improvements, fossil fuel filters within the public right-of-way including the removal of petroleum
hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and
outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance,
servicing; or both of the water quality basin improvements within flood control channel improvements;
and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1; and
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of
Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
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City of San Bernardino 16
Community Facilities District No. 2019-1 (Maintenance Services)
APPENDIX C
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES
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0280-191-050280-191-060280-191-070280-191-080280-191-100280-171-150280-171-140280-171-130280-171-180280-171-190280-171-160280-191-09NORMANRDLENA RDANNEXATION MAP NO. 33COMMUNITY FACILITIES DISTRICT NO. 2019-1(MAINTENANCE SERVICES)CITY OF SAN BERNARDINOCOUNTY OF SAN BERNARDINO, STATE OF CALIFORNIASHEET 1 OF 1 SHEETTHIS MAP SHOWS THE BOUNDARIES OF AREAS TO BEANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2019-1(MAINTENANCE SERVICES), OF THE CITY OF SANBERNARDINO, COUNTY OF SAN BERNARDINO, STATE OFCALIFORNIA. THE BOUNDARIES OF WHICH COMMUNITY FACILITIESDISTRICT ARE SHOWN AND DESCRIBED ON THE MAPTHEREOF WHICH WAS PREVIOUSLY RECORDED ONJUNE 6, 2019 IN BOOK 88 OF MAPS OF ASSESSMENTAND COMMUNITY FACILITIES DISTRICT AT PAGE 32 ANDAS INSTRUMENT NO. 2019-0185323 IN THE OFFICE OF THECOUNTY RECORDER OF THE COUNTY OF SAN BERNARDINO,STATE OF CALIFORNIA. I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSEDBOUNDARIES OF COMMUNITY FACILITIES DISTRICT 2019-1(MAINTENANCE SERVICES) FOR THE CITY OF SAN BERNARDINO,COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, WASAPPROVED BY THE CITY COUNCIL OF THE CITY OF SANBERNARDINO AT A REGULAR MEETING THEREOF, HELDON THE ____ DAY OF ____________________, 20 ____. BY ITS RESOLUTION NO. ____________________ _________________________________________CITY CLERK, CITY OF SAN BERNARDINO FILED IN THE OFFICE OF THE CITY CLERK THIS _____ DAY OF________, 20 ____. _________________________________________ CITY CLERK, CITY OF SAN BERNARDINOCFD 2019-1TAX ZONE 34^_£¤66·|}þ18·|}þ330·|}þ0§¨¦215·|}þ259·|}þ38·|}þ210§¨¦10£¤66£¤66THIS ANNEXATION MAP CORRECTY SHOWS THE LOT ORPARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OFTHE COMMUNITY FACILITIES DISTRICT. FOR DETAILSCONCERNING THE LINES AND DIMENSIONS OF LOTS ORPARCEL REFER TO THE COUNTY ASSESSOR MAPS FORFISCAL YEAR 2022-23.-LEGEND ANNEXATION AREA BOUNDARYPARCEL LINECITY BOUNDARYXXXX-XXX-XX ASSESSOR PARCEL NUMBER (APN)34 TAX ZONE34THIS MAP WAS FILED UNDER DOCUMENT NUMBER_____________, THIS _______ DAY OF _______, 20 ____,AT _____ M. IN BOOK _____ OF ______________ AT PAGE ____,AT THE REQUEST OF CITY OF SAN BERNARDINO IN THE AMOUNTOF $_____________. CHRIS WILHITE ASSESSOR-RECORDER SAN BERNARDINO COUNTYBY:________________________________ DEPUTY RECORDER SAN BERNARDINO COUNTY RECORDER'S CERTIFICATEEXHIBIT D Packet Pg. 500
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EXHIBIT E
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EXHIBIT F
NOTICE OF PUBLIC HEARING ON INTENTION TO ANNEX TERRITORY TO AN
EXISTING COMMUNITY FACILITIES DISTRICT 2019-1 (MAINTENANCE SERVICES)
(ANNEXATION NO. 33)
NOTICE IS HEREBY GIVEN that the City Council of the City of San Bernardino on February 1, 2023
adopted its Resolution No. 2023-___, in which it declared its intention to annex territory to existing
Community Facilities District No. 2019-1 (Maintenance Services) (the "CFD No. 2019-1"), and to levy a
special tax to pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos
Community Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code.
The resolution describes the territory to be annexed and describes the rate and method of apportionment
of the proposed special tax. No change in the tax levied in the existing CFD No. 2019-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 7:00 p.m., or as soon thereafter as
practicable, Wednesday, March 15, 2023 at the Bing Wong Auditorium of the Norman F. Feldheym Public
Library at 555 W. 6th Street, San Bernardino, California, as the time and place when and where the City
Council will conduct a public hearing on the annexation of territory to CFD No. 2019-1. At the hearing, the
testimony of all interest persons for or against the annexation of the territory or the levying of the special
taxes will be heard. If and to the extent participation in the March 15, 2023 meeting must occur by
teleconference, videoconference, or other electronic means authorized by the Ralph M. Brown Act or an
Executive Order of the Governor of California, the means and methods for participating the meeting shall
be posted on the Agenda for said meeting, which shall be posted at least 72 hours prior to the meeting on
the City of San Bernardino (www.sbcity.org), and outside of the Bing Wong Auditorium of the Norman F.
Feldheym Public Library at 555 W. 6th Street, San Bernardino, California, 92410. A copy of the Agenda
will be made available upon request to the San Bernardino City Clerk's office at 909-384-5002.
DATED: ____________, 2023 _________________________________________
City Clerk of the City of San Bernardino
PUB: _______________, 2023
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EXHIBIT G
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 33
(March 15, 2023)
This ballot is for the use of the authorized representative of the following owner of land within
Community Facilities District No. 2019-1 (Maintenance Services) (“CFD No. 2019-1”) of the City
of San Bernardino:
Name of Landowner Number of Acres Owned Total Votes
GWS#7 Development, LLC 9.27 10
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions
of the City Council (the “Council”) of the City of San Bernardino (the “City”), the above-named
landowner is entitled to cast the number of votes shown above under the heading “Total Votes,”
representing the total votes for the property owned by said landowner. The City has sent the
enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory proposed to form the CFD No. 2019-1, City of San
Bernardino, County of San Bernardino, State of California. Please advise the City Clerk, at (909)
384-5002 if the name set forth below is incorrect or if you are no longer one of the owners of these
parcels. This special tax ballot may be used to express either support for or opposition to the
proposed special tax. To be counted, this special tax ballot must be signed below by the owner
or, if the owner is not an individual, by an authorized representative of the owner. The ballot must
then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than March
1, 2023, two calendar weeks prior to the date set for the election. Mailing later
than this deadline creates the risk that the special tax ballot may not be received
in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 7:00 p.m. on March 15, 2023,
at the Clerk’s office at 201 N. “E” Street, Bldg A, City of San Bernardino, CA 92401.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on March 15, 2023.
Very truly yours,
Genoveva Rocha, CMC, City Clerk
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TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
GWS#7 Development, LLC
Attn: Scott Morse
901 Via Piemonte, Suite 175
Ontario, CA 91764
0280-171-13, -14, -15, -16, -18, -19,
0280-191-05, -06, -07, -08, -09, -10
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of San Bernardino be authorized to
levy a special tax on an annual basis at the rates and apportioned
as described in Exhibit C to the Resolution Declaring its Intention to
Annex territory to Community Facilities District No. 2019-1
(Maintenance Services) adopted by the City Council on February 1,
2023 (the “Resolution”), which is incorporated herein by this
reference, within the territory identified on the map entitled
“Annexation Map No. 33 of Community Facilities District No. 2019-1
(Maintenance Services) City of San Bernardino” to finance certain
services as set forth in Section 4 to the Resolution (including
incidental expenses), and shall an appropriation limit be established
for the Community Facilities District No. 2019-1 (Maintenance
Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the
person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct and that this declaration is executed on ____________, 20__.
Scott Morse
Executive Vice President
Signature
Print Name
Title
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EXHIBIT H Packet Pg. 513
CE NTRAL AV E
FOISY STNORMAN RD CLEVENGER DRLENA RDSUNNYSIDE AVEORANG E SHOW RD
^_
£¤66
MIL L ST
16TH ST
SPRUCE ST
SIERRA WAYNINTH ST
CAM PUS WAY
2ND S T
MAGNOLIA AVE
ORANGE SHOW RD
4TH ST
RANCHO AVE17 TH S T
BASE LINE ST
SECOND S T
PACIFIC ST
CEDAR AVETIPPECANOE STCENTRAL AVE
SAN BERNARDINO AVE
MT VERNON AVENORMAN RD
PENNSYLVANIA AVEWATERMAN AVECITRUS AVE
ACADEMY STMT.VIEW AVECOLTON AVEREDLANDS BLVD
MIL L ST§¨¦215
§¨¦10
CFD N O. 2019-1 (M AINTEN ANCE SERVICES)ANNEXATION NO. 33
PROJECT MAP
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations and Maintenance
Department:Public Works
Subject:Resolution Declaring Intent to Annex Territory:
Community Facilities District No. 2019-1 (Maintenance
Services): Annexation No. 34, Tax Zone No. 35 (Clean
Energy Fuel) (Ward 3)
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California,
adopt Resolution No. 2023-027 of the Mayor and City Council of San Bernardino,
California, declaring its intention to annex territory into Community Facilities District
No. 2019-1 (Maintenance Services) of the City of San Bernardino, adopting a map
of the area to be proposed (Annexation No. 34) and authorizing the levy of a special
taxes therein.
Background
On June 5, 2019, the Mayor and City Council approved Resolution No. 2019-81
establishing Community Facilities District No. 2019-1 (Maintenance Services) of the
City of San Bernardino (the "CFD No. 2019-1" or "District") for the purpose of levying
special taxes on parcels of taxable property to provide certain services which are
necessary to meet increased demands placed upon the City.
Discussion
On July 17, 2019, the Mayor and City Council adopted Resolution No. 2019-178,
establishing CFD No. 2019-1 pursuant to the provisions of the Mello-Roos
Community Facilities Act of 1982 (“Act”). CFD No. 2019-1 allows for the levy of
special taxes on parcels of taxable property for the purpose of providing certain
services which are necessary to meet increased demands placed by development
upon the City.
Development projects are subject to conditions of approval that require projects to
form/annex a maintenance district. These districts apply an annual fee or special
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tax upon properties within the District which provides the revenue to offset the cost
of maintenance of the public improvements necessary to serve the development.
The Developer has agreed to initiate and conduct the CFD annexation proceedings
pursuant to the Act. To that end, the Developer has submitted a "Consent and
Waiver" form, which is on file in the City Clerk's office that authorizes the City to (1)
hold the election and declare election results; (2) shorten election time
requirements; (3) waive analysis and arguments; (4) waive all notice requirements
relating to the conduct of the election immediately following the public hearing.
The public facilities and services proposed to be financed within the territory to be
annexed to the District are the following:
1. Public lighting and appurtenant facilities, including streetlights within public
rights-of-way and traffic signals; and
2. Maintenance of streets, including pavement management; and
3. City and County costs associated with the setting, levying and collection of the
special tax, and in the administration of the District, including the contract
administration and for the collection of reserve funds.
The proposed development includes approximately 6.36 gross acres of a
commercial property. The property is located at the northwest intersection of E
Central Ave and S Tippecanoe Ave. At build out, this development will include a
clean energy fueling station and establish Tax Zone No. 35 within CFD No. 2019-1,
as shown in the boundary map and included in the Resolution of Intention as Exhibit
“D”. To annex into CFD No. 2019-1, a Resolution of Intention to annex property must
be approved to identify the facilities to be maintained and establish the maximum
special tax for this Tax Zone. The Resolution of Intention shall also set the date and
time for the public hearing.
The rate and method of apportionment of the special tax for this Tax Zone (Tax Zone
No. 35), is included as Exhibit “C” to the Resolution of Intention. The maximum
annual special tax for this development has been calculated to be $726 per acre for
FY 2023/24. This tax rate includes a Maximum Special Tax A of $533 per acre per
year for maintenance services of public facilities and a Maximum Annual Special
Tax B (Contingent) of $193 per acre per year. Special Tax B (Contingent) is for the
maintenance and operation of the improvements described in Exhibit “B” attached
hereto. If the Property Owners Association (POA) were to default of its obligation to
maintain such improvements, the City would be able to collect funds to pay for those
services. Annual Special Tax A and Annual Special Tax B (Contingent) rate are
proposed to escalate each year at the greater of Consumer Price Index (CPI) or 2%.
Exhibit “H”, attached [A1] to the staff report, is a maintenance exhibit to illustrate
which services are being maintained by the CFD and by the POA.
To annex property to CFD No. 2019-1 pursuant to the provisions of California
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Government Code Section 53311 et seq., the City must adopt a series of three
statutorily required Resolutions and an Ordinance which are summarized below:
•Resolution declaring City intent to annex territory to Community Facilities
District No. 2019-1 including the boundary of the area to be annexed and the
rate and method of apportionment of special taxes within the annexation area
(the special tax applies only to properties within the annexation area).
•Resolution calling an election to submit to the qualified electors the question
of levying a special tax within the area proposed to be annexed to the District.
•Resolution declaring the results of the election and directing the recording of
the notice of special tax lien.
•Amend the Ordinance and order the levy and collection of special taxes in
the District.
With the adoption of the Resolution of Intention, the Public Hearing would be
scheduled for March 15, 2023.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No 1. Improved Operational & Financial
Capacity and Key Target No 4. Economic Growth & Development. This project will
contribute to ensure that the City is clean and attractive and provide infrastructure
designed for long term economic growth.
Fiscal Impact
The individual property owners in the CFD will be responsible for annual payments
of special taxes. Upon full completion of the development, it is estimated that there
will be an annual collection of special tax revenues of approximately $3,727 from
Special Tax A to be used to pay for maintenance costs.
On March 1 of each year, every taxable unit for which a building permit has been
issued within the boundaries of the CFD will be subject to the special tax for the
ensuing Fiscal Year. If the anticipated costs of maintaining the facilities in any given
Fiscal Year, prior to buildout of the project, exceeds the special tax revenues
available from parcels for which building permits have been issued, then the special
tax may also be applied to property within recorded final subdivision maps, as well
as other undeveloped property within the boundaries of the CFD.
All costs associated with annexation into the CFD have been borne by the
Developer. By annexing into the CFD, the costs of maintaining improvements
located within the development will be financed through special taxes levied on the
parcels within CFD No. 2019-1 and not through the City’s General Fund.
Conclusion
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It is recommended that the Mayor and City Council of San Bernardino, California,
adopt Resolution No. 2023-027 of the Mayor and City Council of San Bernardino,
California, declaring its intention to annex territory into Community Facilities District
No. 2019-1 (Maintenance Services) of the City of San Bernardino, adopting a map
of the area to be proposed (Annexation No. 34) and authorizing the levy of a special
taxes therein.
Attachments
Attachment 1 – Resolution of Intention No. 2023-027
Attachment 2 – Exhibit A - Description of Territory
Attachment 3 – Exhibit B - Description of Services
Attachment 4 – Exhibit C - Rate and Method of Apportionment
Attachment 5 – Exhibit D - Boundary Maps
Attachment 6 – Exhibit E – Signed Petition & Waiver
Attachment 7 – Exhibit F - Notice of Public Hearing
Attachment 8 – Exhibit G - Special Election Ballot
Attachment 9 – Exhibit H - Maintenance Exhibit
Attachment 10 – Project Map
Ward:
Third Ward
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81, a
Resolution of Intention to form Community Facilities District
No. 2019-1 (Maintenance Services) of the City of San
Bernardino (the “Resolution of Intention”), pursuant to the
provisions of the “Mello-Roos Community Facilities Act of
1982”.
July 17, 2019 Resolution No. 2019-178 was adopted establishing
Community Facilities District No. 2019-1; Resolution No.
2019-179 was adopted declaring election results for
Community Facilities District No. 2019-1; and first reading of
Ordinance No. MC-1522 levying special taxes to be collected
during FY 2019-20 to pay annual costs of maintenance,
services and expenses with respect to Community Facilities
District No. 2019-1.
August 7, 2019 Final reading of Ordinance No. MC-1522 levying special taxes
to be collected during FY 2019-20 to pay annual costs of
maintenance, services and expenses with respect to
Community Facilities District No. 2019-1.
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Resolution No. 2023-027
Resolution No. 2023-027
February 1, 2023
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RESOLUTION NO. 2023-027
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY
INTO COMMUNITY FACILITIES DISTRICT NO. 2019-1
(MAINTENANCE SERVICES) OF THE CITY OF SAN
BERNARDINO, ADOPTING A MAP OF THE AREA TO BE
PROPOSED (ANNEXATION NO. 34) AND AUTHORIZING
THE LEVY OF A SPECIAL TAXES THEREIN
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”),
on June 5, 2019, the Mayor and City Council (the “City Council”) of the City of San Bernardino
(the “City”) approved Resolution No. 2019-81 establishing Community Facilities District No.
2019-1 (Maintenance Services) of the City of San Bernardino, County of San Bernardino, State of
California, defined the "CFD No. 2019-1", for the purpose of levying special taxes on parcels of
taxable property therein for the purpose of providing certain services which are necessary to meet
increased demands placed upon the City; and
WHEREAS, the Mayor and City Council has received a written instrument from the
landowner in the CFD No. 2019-1 to initiate and conduct proceedings pursuant to the Act, to annex
territory to CFD No. 2019-1 and consenting to the shortening of election time requirements,
waiving analysis and arguments, and waiving all notice requirements relating to the conduct of the
election; and
WHEREAS, the Mayor and City Council has been advised that certain property owners
have requested that the area shown in Exhibit D be annexed territory to the boundaries of CFD
No. 2019-1, that a rate and method of apportionment of the special tax to be levied therein be
established.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. Intent to Annex. The Mayor and City Council hereby declares that it
proposes and intends to conduct proceedings pursuant to Article 3.5 for the annexation to the
Community Facilities District of the territory described in Exhibit A attached hereto. The Mayor
and City Council determines that the public convenience and necessity require that such territory
be annexed to the Community Facilities District.
SECTION 2.Name of the Community Facilities District. The name of the existing
community facilities district is known as “Community Facilities District No. 2019-1 (Maintenance
Services)”.
SECTION 3.Description of Territory Proposed to be Annexed, Annexation Map. The
territory proposed to be annexed are included within the boundaries within which property may
annex to CFD No. 2019-1 and are more particularly described and shown on that certain map
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Resolution No. 2023-027
Resolution No. 2023-027
February 1, 2023
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entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2019-1
(Maintenance Services) of the City of San Bernardino, County of San Bernardino, State of
California,” as recorded on June 6, 2019, in Book 88 of Maps of Assessment and Community
Facilities District, Page 33, and as Instrument No. 2019-0185395 in the official records of the
County of San Bernardino. The territory proposed to be annexed to the CFD No. 2019-1 is
described in Exhibit A, attached hereto, and by this reference made a part hereof. Such territory
is also shown and described on the map thereof entitled "Annexation Map No. 34, Community
Facilities District No. 2019-1 (Maintenance Services), City of San Bernardino, County of San
Bernardino, State of California," which is on file with the City Clerk (the "Annexation Map") and
attached hereto as Exhibit D.
SECTION 4.Description of Authorized Services. The services proposed to be financed
by CFD No. 2019-1 (the “Services”) are described in Exhibit B attached hereto. The cost of
providing the Services includes “incidental expenses,” which include costs associated of CFD No.
2019-1, determination of the amount of special taxes, collection or payment of special taxes, or
costs otherwise incurred in order to carry out the authorized purposes of CFD No. 2019-1. The
Services authorized to be financed by CFD No. 2019-1 are in addition to those currently provided
in the territory of CFD No. 2019-1 and do not supplant services already available within that
territory.
SECTION 5. Levy of Special Taxes. Except where funds are otherwise available, a
special tax sufficient to pay the costs of the Services (including incidental expenses), secured by
recordation of a continuing lien against all nonexempt real property in CFD No. 2019-1, will be
levied annually within CFD No. 2019-1. The Rate and Method of Apportionment, and manner of
collection of the special tax are specified in Exhibit C.
SECTION 6. Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets and
Highways Code, the Mayor and City Council adopts the Annexation Map as the map of the area
proposed to be annexed to the CFD No. 2019-1. Pursuant to Section 3111 of said Code, the City
Clerk shall file the original of the Annexation map in his office and shall file a copy of the
Annexation Map with the County Recorder of the County of San Bernardino no later than 15 days
prior to the date of the hearing specified in Section 7 hereof.
SECTION 7. Public Hearing. The Mayor and City Council hereby fixes 7:00 p.m., or as
soon thereafter as practicable, on Wednesday, March 15, 2023, at the Bing Wong Auditorium of
the Norman F. Feldheym Public Library at 555 W. 6th Street, San Bernardino, California, 92410,
as the time and place when and where the Mayor and City Council will conduct a public hearing
on the proposed annexation of the said territory to the CFD No. 2019-1.
SECTION 8. Notice of Public Hearing. The City Clerk is hereby directed to publish, or
cause to be published, a notice of said public hearing, in substantially the form attached hereto as
Exhibit F, one time in a newspaper of general circulation published in the area of CFD No. 2019-
1. The publication of said notice shall be completed at least seven days prior to the date herein
fixed for said hearing. Said notice shall contain the information prescribed by Section 53322 of
the Act.
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Resolution No. 2023-027
February 1, 2023
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SECTION 9. Mailing Ballots. In anticipation of its action on Wednesday, March 15,
2023, to call the election on the annexation for the same date, pursuant to waiver of election time
limits from the landowners, the Mayor and City Council hereby authorizes the City Clerk to mail
to each landowner in the territory proposed to be annexed to the CFD No. 2019-1 a ballot in
substantially the form set forth in Exhibit G hereto. A copy of the waiver and consent form signed
by the property owner is attached hereto as Exhibit E and incorporated herein by this reference.
SECTION 10. That the Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 11. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 12. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ____ day of __________ 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2023-027
Resolution No. 2023-027
February 1, 2023
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2023-___, adopted at a regular meeting held on the _ __ day of _____ __ 2023
by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of ____________
2023.
Genoveva Rocha, CMC, City Clerk
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EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No.
2019-1”) Annexation No. 34 is currently comprised of one (1) parcel, located within the City boundaries. The
property is identified by the following San Bernardino County Assessor's Parcel Numbers (APNs).
APN Owner Name
0280-091-27 MLG SB Land, LLC &
Grandfathers Land Holdings, LLC
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EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but
is not limited to the repair, removal or replacement of all or part of any of the water quality improvements,
fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other
pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and
cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water
quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of
intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
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EXHIBIT C
City of San Bernardino 1
Community Facilities District No. 2019-1 (Maintenance Services)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
OF THE CITY OF SAN BERNARDINO
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined
below) in Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No. 2019-1” or
“CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July
1, 2019, in an amount determined by the City Council of the City of San Bernardino, acting in its capacity
as the legislative body of CFD No. 2019-1, by applying the rate and method of apportionment set forth
below. All of the real property in CFD No. 2019-1, unless exempted by law or by the provisions herein,
shall be taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel
Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the
applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be
calculated by the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the
formation, annexation, and administration of CFD No. 2019-1 including, but not limited to: the costs
of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether
by the City or designee thereof or both); the costs to the City, CFD No. 2019-1, or any designee thereof
associated with fulfilling the CFD No. 2019-1 disclosure requirements; the costs associated with
responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2019-1 or
any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees
including payment of a proportional share of salaries and benefits of any City employees and City
overhead whose duties are related to the administration and third party expenses. Administrative
Expenses shall also include amounts estimated or advanced by the City or CFD No. 2019-1 for any
other administrative purposes of CFD No. 2019-1, including attorney's fees and other costs related to
commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
“Administrator” means the City Manager of the City of San Bernardino, or his or her designee.
“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final
Map that was recorded prior to the March 1 preceding the Fiscal Year in which the Special Tax is being
levied, and that have not been issued a building permit on or prior to the March 1 preceding the Fiscal
year in which the special tax is being levied.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number
by the County Assessor of the County of San Bernardino.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by
Assessor’s Parcel Number.
“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County
Assessor of the County.
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Community Facilities District No. 2019-1 (Maintenance Services)
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original
construction building permit issued for construction of a building of Non-Residential Property and any
Building Square Footage subsequently added to a building of such Taxable Property after issuance of
a building permit for expansion or renovation of such building.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“CFD” or “CFD No. 2019-1” means the City of San Bernardino Community Facilities District No. 2019-
1 (Maintenance Services).
“City” means the City of San Bernardino.
“Contingent Special Tax B Requirement” means that amount required in any Fiscal Year, if the POA
is unable to maintain the Service(s) to: (i) pay the costs of Services incurred or otherwise payable in
the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs
of Services as determined by the Administrator; less a credit for funds available to reduce the annual
Special Tax B (Contingent) levy as determined by the Administrator.
“County” means the County of San Bernardino.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit
for new construction has been issued on or prior to March 1 preceding the Fiscal Year in which the
Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as
provided for in Section G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.)
or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual
lots for which building permits may be issued without further subdivision.
“Fiscal Year” means the period from and including July 1st of any year to and including the following
June 30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an
Assessor’s Parcel is assigned consistent with the land use approvals that have been received or
proposed for the Assessor’s Parcel as of March 1 preceding the Fiscal Year in which the Special Tax is
being levied.
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B
(Contingent), as applicable.
“Maximum Special Tax A” means the Maximum Special Tax A, as determined in accordance with
Section C below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property
within CFD No. 2019-1.
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“Maximum Special Tax B (Contingent)” means the Maximum Special Tax B (Contingent), as
determined in accordance with Section C below that can be levied in any Fiscal Year on any Assessor's
Parcel of Taxable Property within CFD No. 2019-1.
“Multi-Family Residential Property” means any Assessor’s Parcel of residential property that consists
of a building or buildings comprised of attached Residential Units sharing at least one common wall
with another unit.
“Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a
building permit(s) was issued for a non-residential use. The Administrator shall make the
determination if an Assessor’s Parcel is Non-Residential Property.
“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s
association established to maintain certain landscaping within a Tax Zone.
“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the
actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property
with the same Tax Zone, (ii) Approved Property, that the ratio of the actual Special Tax levy to the
Maximum Special Tax is the same for all Parcels of Approved Property with the same Tax Zone, and
(iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum
Special Tax per acre is the same for all Parcels of Undeveloped Property with the same Tax Zone.
“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile
by one or more persons, as determined by the Administrator.
“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed
Residential Units have been constructed or for which building permits have been or may be issued for
purposes of constructing one or more Residential Units.
“Service(s)” means services permitted under the Mello-Roos Community Facilities Act of 1982
including, without limitation, those services authorized to be funded by CFD No. 2019-1 as set forth
in the documents adopted by the City Council at the time the CFD was formed.
“Single Family Residential Property” means any residential property other than Multi-Family
Residential Property on an Assessor’s Parcel.
“Special Tax(es)” means the Special Tax A and/or Special Tax B (Contingent) to be levied in each Fiscal
Year on each Assessor’s Parcel of Taxable Property.
“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel
of Taxable Property to fund the Special Tax A Requirement.
"Special Tax A Requirement" means for each Tax Zone, that amount to be collected in any Fiscal Year
to pay for certain costs as required to meet the needs for such Tax Zone of CFD No. 2019-1 in both
the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for
maintenance services including but not limited to (i) maintenance and lighting of parks, parkways,
streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii)
public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the
Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A
Requirement include funds for Bonds.
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“Special Tax B (Contingent)” means the Special Tax B (Contingent) to be levied in each Fiscal Year on
each Assessor’s Parcel of Taxable Property to fund the Contingent Special Tax B Requirement, if
required.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2019-1, which are not Exempt
Property.
“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre.
"Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may
be levied pursuant to this Rate and Method of Apportionment of Special Tax. Appendix C identifies
the Tax Zone in CFD No. 2019-1 at formation; additional Tax Zones may be created when property is
annexed into the CFD.
"Tax Zone 1" means the specific geographic area identified on the CFD Boundary Map as Tax Zone 1.
"Tract(s)" means an area of land; i) within a subdivision identified by a particular tract number on a
Final Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for
subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed
Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2019-1 shall be classified
as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy
of Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed
Property and Approved Property shall be classified as either Residential Property or Non-Residential
Property. Residential Property shall be further classified as Single Family Residential Property or
Multi-Family Residential Property and the number of Residential Units shall be determined by the
Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Residential Property, all such Assessor’s
Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon
as specified in or shown on the building permit(s) issued or Final Map as determined by the
Administrator. For Parcels of undeveloped property zoned for development of single family attached
or multi-family units, the number of Residential Units shall be determined by referencing the
condominium plan, apartment plan, site plan or other development plan, or by assigning the
maximum allowable units permitted based on the underlying zoning for the Parcel. Once a single
family attached or multi-family building or buildings have been built on an Assessor's Parcel, the
Administrator shall determine the actual number of Residential Units contained within the building
or buildings, and the Special Tax A levied against the Parcel in the next Fiscal Year shall be calculated
by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential
Unit identified for the Tract below or as included in Appendix A as each Annexation occurs.
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Non-Residential Property, all such Assessor’s
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Parcels shall be assigned the number of Building Square Footage or Acres as shown on the Final Map
as determined by the Administrator. Once the Administrator determines the actual number of
Building Square Footage or Acres for the Assessor’s Parcels, the Special Tax A levied against the
Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the number of Building
Square Footage or Acres by the Maximum Special Tax per Taxable Unit identified for the Tax Zone
below or as included in Appendix A as each Annexation occurs.
1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1,
the rate and method adopted for the annexed property shall reflect the Maximum Special Tax
A for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for
Developed Property for Fiscal Year 2019-2020 within Tax Zone 1 is identified in Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 17170 Single Family Residential Property RU $961
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Developed
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items)
for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the
preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel
shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category
located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land
use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based
on the amount of Acreage designated for each land use as determined by reference to the
site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of
property shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to
each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the rate
and method adopted for the annexed property shall reflect the Maximum Special Tax A for the
Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Approved property
Fiscal Year 2019-20 within Tax Zone 1 is identified in Table 2 below:
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TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 17170 Single Family Residential RU $961
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Approved Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
- Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the
rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for
the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped
Property for Fiscal Year 2019-20 within Tax Zone 1 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit Maximum Special Tax A
1 TR 17170 Acre $4,338
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Undeveloped Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
- Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
2. Special Tax B (Contingent)
The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its obligation
to maintain the Contingent Services, which default shall be deemed to have occurred, as determined by
the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to levy annual assessments for the Contingent Services; or
(d) The POA fails to provide the Contingent Services at the same level as the City provides similar
services and maintains similar improvements throughout the City and within ninety (90) days
after written notice from the City, or such longer period permitted by the City Manager, fails
to remedy the deficiency to the reasonable satisfaction of the City Council.
a. Developed Property
(i) Maximum Special Tax B (Contingent)
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The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is
shown in Table 4 and shall be specific to each Tax Zone within the CFD. When additional
property is annexed into CFD No. 2019-1, the rate and method adopted for the annexed
property shall reflect the Maximum Special Tax B (Contingent) for each Tax Zones annexed
and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20
within Tax Zone 1 is identified in Table 4 below:
TABLE 4
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Single Family Residential Property RU $0
(ii) Increase in the Maximum Special Tax B (Contingent)
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for
Developed Property shall increase by i) the percentage increase in the Consumer Price Index
(All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of
the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an
Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be
levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel
that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated
to each type of property based on the amount of Acreage designated for each land use as
determined by reference to the site plan approved for such Assessor's Parcel. The
Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 5 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20 within the Tax Zone is identified
in Table 5 below:
TABLE 5
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Single Family Residential Property RU $0
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Approved
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for
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Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding
Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 6 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20 within the Tax Zone is identified
in Table 6 below:
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Tax Zone
Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Acre $0
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Undeveloped
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los
Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year,
or ii) by two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2019-20 and for each following Fiscal Year, the Council shall determine
the Special Tax A Requirement and shall levy the Special Tax A on all Assessor’s Parcels of Taxable
Property until the aggregate amount of Special Tax A equals the Special Tax A Requirement for each
Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed
Property within each Tax Zone up to 100% of the applicable Maximum Special Tax to satisfy the Special
Tax A Requirement for such Tax Zone;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first step has been completed, the Special Tax A shall be levied Proportionately on each
Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax A for
Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all
Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum Special
Tax A for Undeveloped Property.
2. Special Tax B (Contingent)
Commencing with Fiscal Year in which Special Tax B (Contingent) is authorized to be levied and for
each following Fiscal Year, the City Council shall determine the Contingent Special Tax B (Contingent)
Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of
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Taxable Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals
the Special Tax B ( Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) Shall
be levied for each Fiscal Year as follows:
First: The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed
Property for a Tax Zone up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy
the Contingent Special Tax B Requirement;
Second: If additional moneys are needed to satisfy the Contingent Special Tax B Requirement after
the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on
each Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax B
(Contingent) for Approved Property;
Third: If additional monies are needed to satisfy the Contingent Special Tax B Requirement after
the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately
on all Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum
Special Tax B (Contingent) for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2019-1 from time to time. As
each annexation is proposed, an analysis will be prepared to determine the annual cost for providing
Services. Based on this analysis, the property to be annexed, pursuant to California Government Code
section 53339 et seq. will be assigned to the appropriate Maximum Special Tax rate for the Tax Zone
when annexed and included in Appendix A.
F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided.
For each Fiscal Year, the Special Tax B (Contingent) shall be levied as long as the Contingent Services
are being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2019-1, any Assessor’s Parcels; (i) which are
owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity;
(ii) with public or utility easements making impractical their utilization for other than the purposes set
forth in the easement; (iii) which are privately owned but are encumbered by or restricted solely for
public uses; or (iv) which is in use in the performance of a public function as determined by the
Administrator.
H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may
file a written notice of appeal with the City not later than twelve months after having paid the first
installment of the Special Tax that is disputed. A representative(s) of CFD No. 2019-1 shall promptly
review the appeal, and if necessary, meet with the property owner, consider written and oral evidence
regarding the amount of the Special Tax, and rule on the appeal. If the representative’s decision
requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property
owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that
Assessor’s Parcel in the subsequent Fiscal Year(s).
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Community Facilities District No. 2019-1 (Maintenance Services)
I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2019-1 may collect the Special Tax at a different time
or in a different manner if necessary to meet its financial obligations.
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Community Facilities District No. 2019-1 (Maintenance Services)
APPENDIX A
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance
services for Fiscal Year 2023-24. These services are being funded by the levy of Special Tax A for
Community Facilities District No. 2019-1.
TAX ZONE 35
CUP 21-16
Item Description Estimated Cost
1 Lighting $200
2 Streets $2,497
3 Reserves $30
4 Admin $1,000
Total $3,727
Special Tax B Contingent Services – The estimate in the table below breaks down the costs of
providing one year’s contingent maintenance services for Fiscal Year 2023-24. If necessary, these
services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District
No. 2019-1 Tax Zone 35.
TAX ZONE 35 (CONTINGENT SERVICES)
CUP 21-16
Item Description Estimated Cost
1 Streets $348
2 Admin $1,000
Total $1,348
TAX ZONE 35
FY 2023-24 MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERTY AND APPROVED PROPERTY
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Non-Residential Property Acre $533 $193
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Community Facilities District No. 2019-1 (Maintenance Services)
TAX ZONE 35
FY 2023-24 MAXIMUM SPECIAL TAX RATES
UNDEVELOPED PROPERTY
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Acre $533 $193
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Community Facilities District No. 2019-1 (Maintenance Services)
TAX ZONE SUMMARY
Annexation
Tax
Zone
Tract
APN
Fiscal
Year
Maximum
Special Tax A
Maximum
Special Tax B
Subdivider
Original 1 17170 2019-20 $961 / RU $0 / RU Santiago Communities, Inc.
1 2 17329 2019-20 $473 / RU $0 / RU JEC Enterprises, Inc.
2 3 PM 19814 2020-21 $608 / Acre $0 / Acre GWS #4 Development, LLC
3 4 0266-041-39 2019-20 $1,136 / Acre $0 / Acre Devore Storage Facility, LLC
4 5 TR 20006 2020-21 $344 / RU $57 / RU TH Rancho Palma, LLC
5 6 PM 19701 2020-21 $1,895 / Acre $528 / Acre Strata Palma, LLC
6 7 PM 20112 2020-21 $3,197 / Acre $0 / Acre San Bernardino Medical Center LLC
7 8 TR 20293 2021-22 $2,913 / Acre $334 / Acre ICO Fund VI, LLC
8 9 LM 2019-021 2021-22 $815 / Acre $232 / Acre TR 2600 Cajon Industrial LLC
9 10 TR 20189 2021-22 $490 / Acre $154 / Acre Central Commerce Center, LLC
10 11 LD 1900086 2021-22 $1,472 / Acre $0 / Acre Lankershim Industrial, LLC
11 12 TR 20305 2022-23 $175 / Acre $0 / Acre Prologis, LP
12 13 LLA 2020-004 2022-23 $1,169 / Acre $0 / Acre Dreamland Real Estate Holdings
13 14 TR 5907 2022-23 $2,268 / Acre $0 / Acre Magic Laundry Services, Inc.
14 15 0136-191-21 2022-23 $5,277 / Acre $0 / Acre Ahmad Family Trust
15 16 TR 20216 2022-23 $7,089 / Acre $0 / Acre Gateway SB, LLC
16 17 TR 20145 2022-23 $646 / RU $0 / RU RCH-CWI Belmont, LP
17 18 CUP 20-07 2022-23 $7,433 / Acre $0 / Acre George A. Pearson
18 19 TR 20258 2022-23 $588 / RU $0 / RU RGC Family Trust
19 20 LM 21-10 2022-23 $5,284 / Acre $0 / Acre 170 East 40th Street, LLC
320 21 LM 22-04 2022-23 $6,397 / Acre $0 / Acre 108 Highland, LP
21 22 LM 2021-013 2022-23 $807 / Acre $0 / Acre SBABP IV, LLC
22 23 TR 4592 2022-23 $847 / Acre $320 / Acre 1300 E Highland Ave LLC
23 24 LLA 2020-005 2022-23 $1,385 / Acre $978 / Acre Vone SB, LLC
24 25 TR 20494 2022-23 $174 / RU $17 / RU PI Properties, LLC
25 26 TR 20495 2022-23 $204 / RU $45 / RU Pacific West Company, et al.
26 To Be Determined
27 28 PM 20320 2022-23 $1,851 / Acre $292 / Acre SB Drake Central Avenue LLC
28 29 TR 17329 2023-24 $347 / RU $0 / RU Verdemont Ranch 20, LLC
29 30 LL 2022-11 2022-23 $922 / Acre $372 / Acre CIVF VI – CA1W01, LLC
30 31 PM 20143 2022-23 $2,957 / Acre $1,855 / Acre California Cajun Properties LLC
31 32 PM 20334 2023-24 $358 / Acre $94 / Acre Elliott Precision Block Co.
32 33 PM 3613,
4230 & 4250 2022-23 $1,094 / Acre $186 / Acre S.B. Universal Self Storage LLC
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Community Facilities District No. 2019-1 (Maintenance Services)
Annexation
Tax
Zone
Tract
APN
Fiscal
Year
Maximum
Special Tax A
Maximum
Special Tax B
Subdivider
33 34 PM 20392 2023-24 $2,785 / Acre $158 / Acre GWS#7 Development, LLC
34 35 CUP 21-16 2023-24 $533 / Acre $193 / Acre MLG SB Land LLC &
Grandfather’s Land Holdings LLC
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2020 the Maximum Special Tax shall increase by i) the
percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange
County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent
(2.0%), whichever is greater.
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City of San Bernardino 15
Community Facilities District No. 2019-1 (Maintenance Services)
APPENDIX B
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include
but is not limited to the repair, removal or replacement of all or part of any of the water quality
improvements, fossil fuel filters within the public right-of-way including the removal of petroleum
hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and
outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance,
servicing; or both of the water quality basin improvements within flood control channel improvements;
and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1; and
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of
Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
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City of San Bernardino 16
Community Facilities District No. 2019-1 (Maintenance Services)
APPENDIX C
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES
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0280-091-27TIPPECANOE AVECENTRAL AVESUNNYSIDE AVEANNEXATION MAP NO. 34COMMUNITY FACILITIES DISTRICT NO. 2019-1(MAINTENANCE SERVICES)CITY OF SAN BERNARDINOCOUNTY OF SAN BERNARDINO, STATE OF CALIFORNIASHEET 1 OF 1 SHEETTHIS MAP SHOWS THE BOUNDARIES OF AREAS TO BEANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2019-1(MAINTENANCE SERVICES), OF THE CITY OF SANBERNARDINO, COUNTY OF SAN BERNARDINO, STATE OFCALIFORNIA. THE BOUNDARIES OF WHICH COMMUNITY FACILITIESDISTRICT ARE SHOWN AND DESCRIBED ON THE MAPTHEREOF WHICH WAS PREVIOUSLY RECORDED ONJUNE 6, 2019 IN BOOK 88 OF MAPS OF ASSESSMENTAND COMMUNITY FACILITIES DISTRICT AT PAGE 32 ANDAS INSTRUMENT NO. 2019-0185323 IN THE OFFICE OF THECOUNTY RECORDER OF THE COUNTY OF SAN BERNARDINO,STATE OF CALIFORNIA. I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSEDBOUNDARIES OF COMMUNITY FACILITIES DISTRICT 2019-1(MAINTENANCE SERVICES) FOR THE CITY OF SAN BERNARDINO,COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, WASAPPROVED BY THE CITY COUNCIL OF THE CITY OF SANBERNARDINO AT A REGULAR MEETING THEREOF, HELDON THE ____ DAY OF ____________________, 20 ____. BY ITS RESOLUTION NO. ____________________ _________________________________________CITY CLERK, CITY OF SAN BERNARDINO FILED IN THE OFFICE OF THE CITY CLERK THIS _____ DAY OF________, 20 ____. _________________________________________ CITY CLERK, CITY OF SAN BERNARDINOCFD 2019-1TAX ZONE 35^_£¤66·|}þ18·|}þ330·|}þ0§¨¦215·|}þ259·|}þ38·|}þ210§¨¦10£¤66£¤66THIS ANNEXATION MAP CORRECTY SHOWS THE LOT ORPARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OFTHE COMMUNITY FACILITIES DISTRICT. FOR DETAILSCONCERNING THE LINES AND DIMENSIONS OF LOTS ORPARCEL REFER TO THE COUNTY ASSESSOR MAPS FORFISCAL YEAR 2022-23.-LEGEND ANNEXATION AREA BOUNDARYPARCEL LINECITY BOUNDARYXXXX-XXX-XX ASSESSOR PARCEL NUMBER (APN)35 TAX ZONETHIS MAP WAS FILED UNDER DOCUMENT NUMBER_____________, THIS _______ DAY OF _______, 20 ____,AT _____ M. IN BOOK _____ OF ______________ AT PAGE ____,AT THE REQUEST OF CITY OF SAN BERNARDINO IN THE AMOUNTOF $_____________. CHRIS WILHITE ASSESSOR-RECORDER SAN BERNARDINO COUNTYBY:________________________________ DEPUTY RECORDER SAN BERNARDINO COUNTY RECORDER'S CERTIFICATE35EXHIBIT D Packet Pg. 541
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EXHIBIT F
NOTICE OF PUBLIC HEARING ON INTENTION TO ANNEX TERRITORY TO AN
EXISTING COMMUNITY FACILITIES DISTRICT 2019-1 (MAINTENANCE SERVICES)
(ANNEXATION NO. 34)
NOTICE IS HEREBY GIVEN that the City Council of the City of San Bernardino on February 1, 2023
adopted its Resolution No. 2023-___, in which it declared its intention to annex territory to existing
Community Facilities District No. 2019-1 (Maintenance Services) (the "CFD No. 2019-1"), and to levy a
special tax to pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos
Community Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code.
The resolution describes the territory to be annexed and describes the rate and method of apportionment
of the proposed special tax. No change in the tax levied in the existing CFD No. 2019-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 7:00 p.m., or as soon thereafter as
practicable, Wednesday, March 15, 2023 at the Bing Wong Auditorium of the Norman F. Feldheym Public
Library at 555 W. 6th Street, San Bernardino, California, as the time and place when and where the City
Council will conduct a public hearing on the annexation of territory to CFD No. 2019-1. At the hearing, the
testimony of all interest persons for or against the annexation of the territory or the levying of the special
taxes will be heard. If and to the extent participation in the March 15, 2023 meeting must occur by
teleconference, videoconference, or other electronic means authorized by the Ralph M. Brown Act or an
Executive Order of the Governor of California, the means and methods for participating the meeting shall
be posted on the Agenda for said meeting, which shall be posted at least 72 hours prior to the meeting on
the City of San Bernardino (www.sbcity.org), and outside of the Bing Wong Auditorium of the Norman F.
Feldheym Public Library at 555 W. 6th Street, San Bernardino, California, 92410. A copy of the Agenda
will be made available upon request to the San Bernardino City Clerk's office at 909-384-5002.
DATED: ____________, 2023 _________________________________________
City Clerk of the City of San Bernardino
PUB: _______________, 2023
Packet Pg. 550
EXHIBIT G
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 34
(March 15, 2023)
This ballot is for the use of the authorized representative of the following owner of land within
Community Facilities District No. 2019-1 (Maintenance Services) (“CFD No. 2019-1”) of the City
of San Bernardino:
Name of Landowner Number of Acres Owned Total Votes
Grandfather’s Land Holdings, LLC 4.64 5
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions
of the City Council (the “Council”) of the City of San Bernardino (the “City”), the above-named
landowner is entitled to cast the number of votes shown above under the heading “Total Votes,”
representing the total votes for the property owned by said landowner. The City has sent the
enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory proposed to form the CFD No. 2019-1, City of San
Bernardino, County of San Bernardino, State of California. Please advise the City Clerk, at (909)
384-5002 if the name set forth below is incorrect or if you are no longer one of the owners of these
parcels. This special tax ballot may be used to express either support for or opposition to the
proposed special tax. To be counted, this special tax ballot must be signed below by the owner
or, if the owner is not an individual, by an authorized representative of the owner. The ballot must
then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than March
1, 2023, two calendar weeks prior to the date set for the election. Mailing later
than this deadline creates the risk that the special tax ballot may not be received
in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 7:00 p.m. on March 15, 2023,
at the Clerk’s office at 201 N. “E” Street, Bldg A, City of San Bernardino, CA 92401.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on March 15, 2023.
Very truly yours,
Genoveva Rocha, CMC, City Clerk
Packet Pg. 551
EXHIBIT G
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Grandfather’s Land Holdings, LLC
Attn: Marilyn S. Walker
2182 Vista Entrada
Newport Beach, CA 92660
0280-091-27
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of San Bernardino be authorized to
levy a special tax on an annual basis at the rates and apportioned
as described in Exhibit C to the Resolution Declaring its Intention to
Annex territory to Community Facilities District No. 2019-1
(Maintenance Services) adopted by the City Council on February 1,
2023 (the “Resolution”), which is incorporated herein by this
reference, within the territory identified on the map entitled
“Annexation Map No. 34 of Community Facilities District No. 2019-1
(Maintenance Services) City of San Bernardino” to finance certain
services as set forth in Section 4 to the Resolution (including
incidental expenses), and shall an appropriation limit be established
for the Community Facilities District No. 2019-1 (Maintenance
Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the
person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct and that this declaration is executed on ____________, 20__.
Marilyn S. Walker
Manager
Signature
Print Name
Title
Packet Pg. 552
EXHIBIT G
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 34
(March 15, 2023)
This ballot is for the use of the authorized representative of the following owner of land within
Community Facilities District No. 2019-1 (Maintenance Services) (“CFD No. 2019-1”) of the City
of San Bernardino:
Name of Landowner Number of Acres Owned Total Votes
MLG SB Land, LLC 4.64 5
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions
of the City Council (the “Council”) of the City of San Bernardino (the “City”), the above-named
landowner is entitled to cast the number of votes shown above under the heading “Total Votes,”
representing the total votes for the property owned by said landowner. The City has sent the
enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory proposed to form the CFD No. 2019-1, City of San
Bernardino, County of San Bernardino, State of California. Please advise the City Clerk, at (909)
384-5002 if the name set forth below is incorrect or if you are no longer one of the owners of these
parcels. This special tax ballot may be used to express either support for or opposition to the
proposed special tax. To be counted, this special tax ballot must be signed below by the owner
or, if the owner is not an individual, by an authorized representative of the owner. The ballot must
then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than March
1, 2023, two calendar weeks prior to the date set for the election. Mailing later
than this deadline creates the risk that the special tax ballot may not be received
in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 7:00 p.m. on March 15, 2023,
at the Clerk’s office at 201 N. “E” Street, Bldg A, City of San Bernardino, CA 92401.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on March 15, 2023.
Very truly yours,
Genoveva Rocha, CMC, City Clerk
Packet Pg. 553
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
MLG SB Land, LLC
Attn: Linda G. Alshuler
2182 Vista Entrada
Newport Beach, CA 92660
0280-091-27
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of San Bernardino be authorized to
levy a special tax on an annual basis at the rates and apportioned
as described in Exhibit C to the Resolution Declaring its Intention to
Annex territory to Community Facilities District No. 2019-1
(Maintenance Services) adopted by the City Council on February 1,
2023 (the “Resolution”), which is incorporated herein by this
reference, within the territory identified on the map entitled
“Annexation Map No. 34 of Community Facilities District No. 2019-1
(Maintenance Services) City of San Bernardino” to finance certain
services as set forth in Section 4 to the Resolution (including
incidental expenses), and shall an appropriation limit be established
for the Community Facilities District No. 2019-1 (Maintenance
Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the
person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct and that this declaration is executed on ____________, 20__.
Linda G. Alshuler
Manager
Signature
Print Name
Title
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BILL L.WILLIAMSIRRIGATION DESIGN & CONSULTANT 2720 E. WALNUT AVE., ORANGE, CA. 92867CELL 714-309-9833, FAX 714-997-0344bill@williamsidc.com
CLP.L.N89°47'10"W 809.65'P.L.N00°03'30"E 337.96'P.L.N89°45'52"W 200.00'P.L.N89°45'52"W 181.50'N00°03'30"E 76.94'P.L.N89°45'52"W 106.60''P.L.N00°03'30"E 280.00'P.L.N89°45'52"W 267.46'P.L.N00°02'52"E 522.66'CLCL
LIMIT OF WORKLIMIT OF WORK
LIMIT OF WORKLIMIT OF WORKLIMIT OF WORKCLS. TIPPECANOE AVE.E. CENTRAL AVE.CFD MAINTENANCE AREASE. CENTRAL AVE.TIPPECANOE7676 SF906 SF955 SF1 EASTREETSIDEWALKDRIVEWAYSTREET LIGHT1 EAPARKWAY DRAIN19842 SF1756 SF548 SF1 EA0 EA267 LFFRONTAGE338 LFMATTHEW LOSER, PE R.C.E. 63002DATEDESIGNATION:C1-9ELEVATION:1055.020'DESCRIPTION:BRASS DISK STAMPED "CITY OF SAN BERNARDINO BM C1-9" SET INTHE TOP OF THE CURB, 1 FOOT NORTHERLY OF THE NORTHWESTCURB RETURN OF BENEDICT ROAD AND TIPPECANOE AVENUE.4675 Mac Arthur Court, STE.800Newport Beach, California 92660TEL: (949) 437-1000SCALE: 1” is 30’OFF-SITE ENGINEER SEALOFF-SITE ENGINEER INFORMATIONMARKBENCH MARK:REVISIONSBYAPPR.DATEDRAWN BY:CHECKED BY:RECORDED BY:APPROVED _________________________ 2022_______________________________________CITY ENGINEER___________________________REGISTERED CIVIL ENGINEER NO. ____________CITY OF SAN BERNARDINOPublic Works DepartmentFORADDRESSACTIVITY #SHEET _______OF __________11110 E. CENTRAL AVE.CFD MAINTENANCE SITE PLAN EXHIBIT1 Packet Pg. 555
TIPPECANOE AVECLEVENGER DRSUNNYSIDE AVECE NTRAL AV E
SANTA FE ST
BENEDICT RD^_
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16TH ST
SPRUCE ST
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2ND S T
MAGNOLIA AVE
ORANGE SHOW RD
4TH ST
RANCHO AVE17 TH S T
BASE LINE ST
SECOND S T
PACIFIC ST
CEDAR AVETIPPECANOE STCENTRAL AVE
SAN BERNARDINO AVE
MT VERNON AVENORMAN RD
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ACADEMY STMT.VIEW AVECOLTON AVEREDLANDS BLVD
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CFD N O. 2019-1 (M AINTEN ANCE SERVICES)ANNEXATION NO. 34
PROJECT MAP
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1
1
1
7
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations and Maintenance
Department:Public Works
Subject:Amendment No. 7 to Cooperative Agreement 04-040
with San Bernardino County Transportation Authority
(SBCTA) for the San Bernardino Metrolink Station and
Santa Fe Depot
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Approve the Amendment No. 7 to Cooperative Agreement 04-040 with San
Bernardino County Transportation Authority (SBCTA) for the San Bernardino
Metrolink Station and Santa Fe Depot; and
2. Authorize the City Manager to execute the amendment to the agreement.
Background
The City has had a long-standing cooperative agreement with SBCTA to operate
and maintain the Santa Fe Depot for many years. There have been substantial
improvements to the facility and the impact to the operations and maintenance
needs to be memorialized via an amendment to the existing agreement.
The San Bernardino Transit Center (SBTC) has been serving the public for
approximately five years. The SBTC consists of an Omnitrans owned and operated
bus facility, a separate commuter rail station which contains a crew house building,
a platform that serves both the Downtown San Bernardino Passenger Rail and
Redlands Passenger Rail, and a shared use parking lot to be used for the commuter
rail station. The Cooperative Agreement defines the maintenance roles and
responsibilities for the various portions of the SBTC. Amendment No. 7 to
Cooperative Agreement 04-040 further defines those roles.
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1
1
1
7
Discussion
The Operations and Maintenance Agreement 04-040 between SBCTA and the City
of San Bernardino sets forth responsibilities and obligations regarding the
operations and maintenance responsibilities. This agreement is consistent with
agreements between SBCTA and other cities that have a commuter rail station,
wherein the cities accept responsibility for the security and maintenance of the
stations within their respective jurisdiction. It is expected that the City is better suited
to provide the necessary security and maintenance services for the station areas
and facilities considered to be non-operating property and that the cities would
benefit from greater economies of scale than SBCTA could in providing these
services.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Goal No 1: Improved Operational & Financial
Capacity. This Agreement will create a framework for spending decisions through
the operation and maintenance of infrastructures built for the commuter rail stations.
Fiscal Impact
There is no fiscal impact with this action. Amendment further clarifies duties and
responsibilities of the City of San Bernardino.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Approve the Amendment No. 7 to Cooperative Agreement 04-040 with San
Bernardino County Transportation Authority (SBCTA) for the San Bernardino
Metrolink Station and Santa Fe Depot; and
2. Authorize the City Manager to execute the amendment to the agreement.
Attachments
Attachment 1 SBCTA Cooperative Agreement Amendment No. 7
(Partially Executed)
Attachment 2 Resolution 2017-255 Authorizing the Execution of
Amendment No. 6 to Cooperative Agreement 04-040
Attachment 3 Resolution 2007-247 Authorizing the Execution of
Amendment No. 5 to Cooperative Agreement 04-040
Attachment 4 Resolution 2006-303 Authorizing the Execution of
Amendment No. 4 to Contract no. 04-040
Attachment 5 Resolution 2005-317 Authorizing the Execution of
Amendment No. 3 and Ratifying Amendment No. 2 to
Contract No. 04-040
Attachment 6 Resolution 2004-070 Authorizing the Execution of
Amendment No. 1 to Contract No. 04-040
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Ward:
First Ward
Synopsis of Previous Council Actions:
December 20, 2017 Adopted Resolution of Mayor and City Council of the
City of San Bernardino, authorizing the execution of
Amendment No. 6 to Cooperative Agreement 04-040.
July 16, 2007 Adopted Resolution of Mayor and City Council of the
City of San Bernardino, authorizing the execution of
Amendment No. 5 to Cooperative Agreement 04-040.
September 5, 2006 Adopted Resolution of Mayor and City Council of the
City of San Bernardino, authorizing the execution of
Amendment No. 4 to Cooperative Agreement 04-040.
September 19, 2005 Adopted Resolution of Mayor and City Council of the
City of San Bernardino, authorizing the execution of
Amendment No. 3 and Ratifying Amendment No. 2
Cooperative Agreement 04-040.
March 15, 2004 Adopted Resolution of Mayor and City Council of the
City of San Bernardino, authorizing the execution of
Amendment No. 1 to Cooperative Agreement 04-040.
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deposit of such notice into the United States Mail. Each such notice shall be sent to
the respective Party at the address indicated below or to any other address as the
respective Parties may designate from time to time by a notice given in accordance
with this Section. Parties shall notify each other of any contact information changes
within ten (10) business days of the change.
To San Bernardino County To City of San Bernardino
Transportation Authority
1170 W. 3 rd Street, 2 nd Floor Vanir Tower, 290 North D Street
San Bernardino, CA 92410-1715 San Bernardino, CA 92401
Attn: Management Services Attn: Cory S. Hod2.es
Email: depot(iil2osbcta.com Email: hod2.es co(@sbcity.org
Phone: (909) 884-8276 Phone: 909.384.5027
Copy: General Counsel Copy: City Attorney
Email: gencounsel�gosbcta.com Email:
IN WITNESS WHEREOF, the authorized parties have signed below;
SAN BERNARDINO COUNTY
TRAN RT T AUTHORITY
Board President
APPROVED AS TO FORM
By:��f;,� General Counsel
Date: !Je&1� ;M,,2)-.----"=-----==---=-=---.,___e___.:_-----""--=.ctc-1--=-....;;...;;;.--
CITY OF SAN BERNARDINO
By:---------Charles McNeely
Interim City Manager
Date: ------------
APPROVED AS TO FORM
By:
Date:
Sonia R. Carvalho
City Attorney
------------SBCTA CONTRACT NO. 00-1000076, LEGACY CONTRACT NO. 04-040 5
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RESOLUTION NO. 2017-255
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN
BERNARDINO, CALIFORNIA, AUTHORIZING THE EXECUTION OF AMENDMENT
NO. 6 TO COOPERATIVE AGREEMENT 04-040 (SANTA FE DEPOT) AND THE
EXECUTION OF AN OPERATIONS AND MAINTENANCE AGREEMENT BETWEEN
THE CITY OF SAN BERNARDINO, THE SAN BERNARDINO COUNTY TRANSIT
AUTHORITY AND OMNITRANS REGARDING THE SAN BERNARDINO TRANSIT
CENTER.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. The City Manager is hereby authorized to execute Amendment No. 6 to
Cooperative Agreement 04-040, attached hereto as Exhibit "A" and incorporated herein.
SECTION 2. The City Manager is hereby authorized to execute an Operations and
Maintenance Agreement (Agreement No. 17-100166), attached hereto as Exhibit "B" and
incorporated herein.
1
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2s
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN
BERNARDINO, CALIFORNIA, AUTHORIZING THE EXECUTION OF AMENDMENT
NO. 6 TO COOPERATIVE AGREEMENT 04-040 (SANTA FE DEPOT) AND THE
EXECUTION OF AN OPERATIONS AND MAINTENANCE AGREEMENT BETWEEN
THE CITY OF SAN BERNARDINO, THE SAN BERNARDINO COUNTY TRANSIT
AUTHORITY AND OMNITRANS REGARDING THE SAN BERNARDINO TRANSIT
CENTER
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and
City Council of the City of San Bernardino at a Joint Regular Meeting thereof, held on the
20th
day of December 2017, by the following vote, to wit:
Council Members: AYES
MARQUEZ X
BARRIOS X(S)
VALDIVIA X
SHORETT X(M)
NICKEL X
RICHARD X
MULVIHILL X
NAYS ABSTAIN ABSENT
Georgeann 1 mia, CMC, C _ Clerk
The foregoing Resolution is hereby approved this 20'h day of December 2017
J
R. Carey DaVernardinoMayor
City of San
Approved as to form:
Gary D. Saenz, City Attorney
Lm
u
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RESOLUTION NO. 2007-247
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AUTHORIZING THE CITY MANAGER TO EXEUTE
AMENDMENT NO.5 TO COOPERATIVE AGREEMENT 04-040 BETWEEN THE
SAN BERNARDINO COUNTY TRANSPORTATION COMMISSION AND THE CITY
OF SAN BERNARDINO REGARDING THE SAN BERNARDINO METROLINK
STATION AND SANTA FE DEPOT.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The City Manager is hereby authorized to execute Amendment No.5 to
the Cooperative Agreement with San Bernardino County Transportation Commission
SANBAG) for the San Bernardino Metrolink Commuter Rail Station and the San Bernardino
Santa Fe Depot, Contract No. 04-040. A copy of Amendment Number 5 to the Cooperative
Agreement is attached as Exhibit" 1 " and is incorporated herein.
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RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF
SAN BERNARDINO AUTHORIZING THE CITY MANAGER TO EXECUTE
AMENDMENT NO.5 TO COOPERATIVE AGREEMENT 04-040 BETWEEN THE
SAN BERNARDINO COUNTY TRANSPORTATION COMMISSION AND THE CITY
OF SAN BERNARDINO REGARDING THE SAN BERNARDINO METROLlNK
STATION AND SANTA FE DEPOT.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
joint
and Common Council of the City of San Bernardino at a regulanneeting thereof, held on the
1n... day of T1I1 y 2007, by the following vote, to wit:
Council Members: AYES NAYS ABST A1N ABSENT
ESTRADA X
X
BAXTER
BRINKER X
DERRY X
KELLEY X
JOHNSON X
MC CAMMACK ----..lL
2007.
JJ MdJuu\edffJll) ~
City Clerk )
r.t
The foregoing resolution is hereby approved this t 1 . day of July
tric J. Morris, Mayor
City of San Bernardino
Approved as to
Form:
JAMES F. PENMAN,
City orney
By:
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2007-247 EXHIBIT 1
AMENDMENT NO.5
TO COOPERATIVE AGREEMENT 04-040
between the
SAN BERNARDINO COUNTY TRANSPORTATION COMMISSION
and
CITY OF SAN BERNARDINO
TIDS AMENDMENT NUMBER 5 to Cooperative Agreement 04-040 is hereby
made and entered into and effective this 6th day of June, 2007, by and between the
SAN BERNARDINO COUNTY TRANSPORTATION COMMISSION (hereinafter
referred to as "SANBAG") and the CITY OF SAN BERNARDINO (hereinafter referred
to as "CITY"), with regard to the San Bernardino Metrolink station and Santa Fe Depot
located in the CITY.
WHEREAS, SANBAG and CITY previously entered into Cooperative
Agreement 04-040 on December 3, 2003, specifying the roles and responsibilities for the
provision of maintenance and security at the San Bernardino Metrolink station and the
rehabilitation of the Santa Fe Depot; and
WHEREAS, in March 2004, SANBAG and CITY approved Amendment
Number I to Cooperative Agreement 04-040 amending Exhibit "G" to reflect an increase
in the SANBAG frnancial contribution for the rehabilitation of the Santa Fe Depot; and
WHEREAS, in September 2004, SANBAG and CITY approved Amendment
Number 2 to Cooperative Agreement 04-040 changing the address for SANBAG and
revising the timing in which SANBAG and CITY pay for Santa Fe Depot Common Area
and Non-Leased Space Expenses; and
WHEREAS, in October 2005, SANBAG and CITY approved Amendment
Number 3 to Cooperative Agreement 04-040 identifying the roles and responsibilities,
including frnancial obligations, between SANBAG and CITY for the design and
construction of a temporary parking lot and a multi-level parking structure at the
San Bernardino Metrolink station; and
WHEREAS, in October 2005, the SANBAG Board approved an additional
allocation of Congestion Mitigation and Air Quality (CMAQ) funds for the multi-level
parking structure project; and
WHEREAS, in June 2006, the SANBAG Board approved additional CMAQ
local match funds as part of the Fiscal Year 2006/2007 Budget; and
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e
WHEREAS, in August 2006, the SANBAG Board approved an increase in local
funds necessary to match the approved amount of CMAQ funds, resulting in a total
project budget of $8,063,775; and
WHEREAS, the CITY has completed the design of the parking structure to the
90% level and determined that additional funding will be necessary.
NOW, THEREFORE, it is agreed that Section 6.10 of Cooperative Agreement
04-040 is replaced as set forth below:
VI
COMMUTER RAIL STATION
6.10 Permanent Multi-Level Parking Structure Funding. Funding for the Permanent
Multi-Level Parking Structure in the amount of $11,563,775 ($7,138,860 CMAQ,
924,915 LTF Rail, and $3,500,000 in Rail Asset Revenue) has been identified as
being available. CITY shall be responsible for any and all actions required for the
obligation and receipt of the $7,138,860 in CMAQ funds approved for this
project. Upon the execution of Amendment Number 3 SANBAG has provided
CITY with $103,230 as the local match for CMAQ funds approved for PS&E and
environment clearance work. CITY shall provide a copy of authorization to
proceed with construction with the remaining CMAQ funds to SANBAG. Within
thirty (30) days of receipt of such authorization, SANBAG shall provide CITY
with the remaining CMAQ local match of L TF Rail in the amount of $821,685.
The $3,500,000 in Rail Asset Revenue shall be paid to CITY within thirty (30)
days of receipt of a monthly invoice for construction management and
construction expenses. CITY shall copy SANBAG on all requests for
reimbursement of CMAQ funds. Upon project close-out, CITY shall provide an
accounting of the funds used with any remaining local match funds advanced to
CITY by SANBAG clearly identified. Within thirty (30) days of project close-
out, CITY shall return to SANBAG any unspent local match funds.
All other terms and conditions contained in SANBAG Cooperative Agreement 04-040 as
previously amended by Amendments 1, 2, and 3 shall remain in full force and effect.
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IN WITNESS THEREOF, the authorized parties have signed below:
Date:7
I I
Date:7-/4'-07
Approved as to form:
j-~
es F. Penman
Attorney
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RESOLUTION NO. 2006-303
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AMENDMENT
NUMBER 4 TO THE COOPERATIVE AGREEMENT BETWEEN THE CITY OF SAN
BERNARDINO AND THE SAN BERNARDINO ASSOCIATED GOVERNMENTS
SANBAG) FOR THE SAN BERNARDINO SANTA FE DEPOT REHABILITATION
PROJECT, CONTRACT NO. 04-040.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The Mayor of the City of San Bernardino is hereby authorized and
directed to execute on behalf of said City Amendment Number 4 to Cooperative Agreement
with San Bernardino Associated Governments (SANBAG) for the San Bernardino Metrolink
Commuter Rail Station and the San Bernardino Santa Fe Depot, Contract No. 04-040. A copy
of Amendment Number 4 to Cooperative Agreement is attached as Exhibit "I", and is
incorporated herein.
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RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AMENDMENT
NUMBER 4 TO THE COOPERATIVE AGREEMENT BETWEEN THE CITY OF SAN
BERNARDINO AND THE SAN BERNARDINO ASSOCIATED GOVERNMENTS
SANBAG) FOR THE SAN BERNARDINO SANTA FE DEPOT REHABILITATION
PROJECT, CONTRACT NO. 04-040.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
joint
and Common Council of the City of San Bernardino at a regular meeting thereof, held on the
5th day of September ,2006, by the following vote, to wit:
Council Members:AYES NAYS ABSTAIN ABSENT
ESTRADA 1L-
BAXTER x
13 VACANT
14 DERRY
15 KELLEY
1L-
1L-
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JOHNSON x
MCCAMMACK x
L
City lerk
The foregoing resolution is hereby approved this 1-fIL day of September,
2006.
7,WXn/,c:.
w ay McCammack, Mayor Pro Tern
City of San Bernardino
Approved as to form:
JAMES F. PENMAN,
City Attorney
By:
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EXHIBIT 1
2006-303
AMENDMENT NUMBER 4
TO COOPERATIVE AGREEMENT 04-040
between the
SAN BERNARDINO COUNTY TRANSPORT A nON COMMISSION
and
CITY OF SAN BERNARDINO
THIS AMENDMENT NUMBER 4 to Cooperative Agreement 04-040 is hereby
made and entered into and effective this 2nd day of August, 2006, by and between the
SAN BERNARDINO COUNTY TRANSPORT A nON COMMISSION (hereinafter
referred to as "SANBAG") and the CITY OF SAN BERNARDINO (hereinafter referred
to as "CITY"), with regard to the San Bernardino Metrolink station and Santa Fe Depot
located in the CITY.
WHEREAS, SANBAG and CITY previously entered into Cooperative
Agreement 04-040 on December 3, 2003, specifying the roles and responsibilities for the
provision of maintenance and security at the San Bernardino Metrolink station and the
rehabilitation of the Santa Fe Depot; and
WHEREAS, in March 2004, SANBAG and CITY approved Amendment
Number I to Cooperative Agreement 04-040 amending Exhibit "G" to reflect an increase
in the SANBAG financial contribution for the rehabilitation of the Santa Fe Depot; and
WHEREAS, in September 2004, SANBAG and CITY approved Amendment
Number 2 to Cooperative Agreement 04-040 changing the address for SANBAG and
revising the timing in which SANBAG and CITY pay for Santa Fe Depot Common Area
and Non-Leased Space Expenses; and
WHEREAS, in October 2005, SANBAG and CITY approved Amendment
Number 3 to Cooperative Agreement 04-040 identifying the roles and responsibilities.
including financial obligations, between SANBAG and CITY for the design and
construction of a temporary parking lot and a multi-level parking structure at the
San Bernardino Metrolink station; and
WHEREAS, in October 2005, the SANBAG Board approved an additional
allocation of Congestion Mitigation and Air Quality (CMAQ) funds for the multi-level
parking structure project; and
WHEREAS, in June 2006, the SANBAG Board approved additional CMAQ
local match funds as part of the Fiscal Year 2006/2007 Budget.
NOW, THEREFORE, it is agreed that Section 6.10 of Cooperative Agreement
04-040 is replaced as set forth below:
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2006-303
VI
COMMUTER RAIL STATION
6.10 Permanent Multi-Level Parking Structure Funding. Funding for the Permanent
Multi-Level Parking Structure in the amount of $8,063,775 ($7,138,860 CMAQ
and $924,915 LTF Rail) has been identified as being available. CITY shall be
responsible for any and all actions required for the obligation and receipt of the
7,138,860 in CMAQ funds approved for this project. Upon the execution of
Amendment Number 3 SANBAG has provided CITY with $lO3,230 as the local
match for CMAQ funds approved for PS&E and environment clearance work.
CITY shall provide a copy of authorization to proceed with construction with the
remaining CMAQ funds to SANBAG. Within thirty (30) days of receipt of such
authorization, SANBAG shall provide CITY with the remaining CMAQ local
match of $821 ,685. CITY shall copy SANBAG on all requests for reimbursement
of CMAQ funds. Upon project close-out, CITY shall provide an accounting of
the funds used with any remaining local match funds advanced to CITY by
SANBAG clearly identified. Within thirty (30) days of project close-out, CITY
shall return to SANBAG any unspent local match funds.
All other terms and conditions contained in SANBAG Cooperative Agreement 04-040 as
previously amended by Amendments 1,2 and 3 shall remain in full force and effect.
IN WITNESS THEREOF, the authorized parties have signed below;
ERNARDINO COUNTY
SPORTATI N COMMISSION CITY OF. SAN BERNARDINO
4;W~~~~
rtdy McCammack, Mayor Pro Tern
Date:11lt 7, ;),/)00 Date: ~. 7.::l. () 0 Co
Approved as to form:Approved as to form:
e Sf. ru~
SANBAG Counsel
7.~
es F. Penman
ty Attorney
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RESOLUTION NO. 2005-317
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO AUTHORIZING THE EXECUTION OF AMENDMENT NUMBER 3
AND RATIFYING AMENDMENT NUMBER 2 TO THE COOPERATIVE
AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND THE SAN
BERNARDINO ASSOCIATED GOVERNMENTS (SANBAG) FOR THE SAN
BERNARDINO METRO LINK COMMUTER RAIL STATION AND THE SAN
BERNARDINO SANTA FE DEPOT REHABILITATION PROJECT, CONTRACT NO.
04-040
BE. IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The Mayor of the City of San Bernardino is hereby authorized and
directed to execute on behalf of said City Amendment Number 3 to Cooperative Agreement 04-
040 with San Bernardino Associated Governments (SAN BAG) for the San Bernardino
Metrolink Commuter Rail Station and the San Bernardino Santa Fe Depot Rehabilitation
Project, Contract No. 04-040. A copy of Amendment Number 3 to Cooperative Agreement is
attached as Exhibit "1", and is incorporated herein.
SECTION 2.The authorization to execute the above-referenced agreement is
rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage
of this resolution.
SECTION 3. Amendment Number 2 to SANBAG Cooperative Agreement 04-040, by
letter dated September 1, 2004, attached and incorporated herein as Exhibit "2", is hereby
ratified by the Common Council.
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RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO AUTHORIZING THE EXECUTION OF AMENDMENT NUMBER 3
AND RATIFYING AMENDMENT NUMBER 2 TO THE COOPERATIVE
AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND THE SAN
BERNARDINO ASSOCIATED GOVERNMENTS (SANBAG) FOR THE SAN
BERNARDINO METRO LINK COMMUTER RAIL STATION AND THE SAN
BERNARDINO SANTA FE DEPOT REHABILITATION PROJECT, CONTRACT NO.
04-040
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
i t
and Common Council of the City of San Bernardino at a ;~
g~lar meeting thereof, held on the
19thdayof September, 2005, by the following vote, to wit:
Council Members: AYES NAYS ABSTAIN ABSENT
ESTRADA -.L.-.
LONGVILLE X
MCGINNIS X
DERRY X
KELLEY X
JOHNSON -1L-
MCCAMMACK X
h~
City Clerk
The foregoing resolution is hereby approved this Ji i--
day of September ,
2005.
Approved as to
Form and legal content:
Esther Estrada, Mayor Pro Tern
City of San Bernardino
James F. Penman, City Attorney
J~ ~'b
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2005-317 ORIGlNAL Exhibit
II II'
i, ...Il J,
Il
AMENDMENT NUMBER 3
TO COOPERATIVE AGREEMENT 04-040
lE l) 2 "
1\ [,/;,l\
II'~ >l~1Al
THIS AMENDMENT NUMBER 3 to Agreement 04-040 is hereby made and
entered into and effective this 5th day of October, 2005, by and between the SAN
BERNARDINO ASSOCIATED GOVERNMENTS (hereinafter referred to as
SANBAG") and the CITY OF SAN BERNARDINO (hereinafter referred to as
CITY"), with regard to the Commuter Rail Station and San Bernardino Santa Fe Depot
located in the CITY.
WHEREAS, SANBAG and CITY previously entered into Agreement 04-040 on
December 3, 2003, specifying the roles and responsibilities for the provision of
maintenance and security at the Commuter Rail Station and the rehabilitation of the
Depot; and
WHEREAS, in March 2004, SANBAG and the CITY approved Amendment
Number I to Agreement 04-040 amending Exhibit "G" to reflect an increase in the
SANBAG contribution for the rehabilitation of the depot; and
WHEREAS, in September 2004, SANBAG and the CITY approved Amendment
Number 2 to Agreement 04-040 changing the address for SANBAG and revising the
timing in which SANBAG and CITY pay for Common Area Expenses and Non-Leased
Space Expenses; and
WHEREAS, both SANBAG and CITY recognize the shortage of available
parking at the Commuter Rail Station; and
WHEREAS, on October 5, 2005, the SANBAG Board consolidated federal
funding previously approved for Metrolink station parking expansion projects in the
cities of Rialto and San Bernardino and approved $6,200,000 (Congestion Mitigation Air
Quality funds in the amount of $5,488,860 and Local Transportation Funds in the amount
of $711,140) for the construction of a Multi-Level Parking Structure to increase the
number of parking spaces for the San Bernardino Commuter Rail Station; and.
WHEREAS, in adopting the Fiscal Year 2005/2006 Budget, the SANBAG Board
approved the expenditure of $200,000 for the construction of a temporary expansion of
the San Bernardino Commuter Rail Station parking (Temporary Parking Lot) on land
owned by SANBAG located west of the Mount Vernon Street Bridge; and
WHEREAS, SANBAG and CITY desire to further amend the agreement in order
to define the roles and responsibilities of the Parties in relation to the provision of
additional parking at the Commuter Rail Station.
NOW, THEREFORE, it is agreed that Agreement 04-040 is amended by adding
Sections 6.05 to 6.11, inclusive, as set forth below:
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2005-317
VI
COMMUTER RAIL STATION
6.05 Temporary Parking Lot Plans, Specifications, Environmental Clearance and
Construction. SANBAG shall be the lead agency for the development of plans,
specifications, and estimates (PS&E), environmental clearance and construction for the
Temporary Parking Lot as identified in Exhibit "A", attached and incorporated herein to
this Amendment. SANBAG shall be responsible for expenses incurred for the
Temporary Parking Lot PS&E, environmental clearance and construction. SANBAG
shall coordinate this project with CITY. CITY, in consideration of Section 6.08 of this
Amendment, shall waive any fees required for Temporary Parking Lot plan review and
approval, construction permits and inspection.
6.06 Provision of Security and Maintenance for Temporary Parking Lot. Upon
completion of construction the CITY shall be responsible for the provision of security
and maintenance, including maintenance of the catch basin storm water filter, of the
Temporary Parking Lot. SANBAG hereby grants a license to CITY for the purpose of
allowing CITY to extend its responsibilities for the provision of security and maintenance
as identified in Sections 6.03 and 6.04 for the existing Commuter Rail Station to the
Temporary Parking Lot.
6.07 Termination of Temporary Parking Lot Use. Unless otherwise mutually agreed to
by both SAN BAG and CITY, the use of the Temporary Parking Lot and the license for
the provision of security and maintenance granted to CITY by SANBAG shall terminate
upon the completion of the construction of the Multi-Level Parking Structure.
6.08 Subsequent use of Temporary Parking Lot by CITY. Upon the completion of the
construction of the Multi-Level Parking Structure and the termination of the use of the
Temporary Parking Lot, SANBAG shall grant CITY a no-cost license to use the
Temporary Parking Lot space for a staging area for the construction of the Mount Vernon
Bridge replacement project.
6.09 Permanent Multi-Level Parking Structure Plans, Specifications. Environmental
Clearance and Construction. CITY shall be the lead agency for the development of plans,
specifications, and estimates (PS&E), environmental clearance and construction for a
Permanent Multi-Level Parking Structure located on property jointly owned by
SANBAG and CITY as identified as Area "c" in Exhibit "A" of Agreement 04-040 and
any additional property made available for this project by CITY as part of the Santa Fe
Depot District Area Development Plan; i.e., the property west of the proposed extension
of Giovanola Avenue between 2nd and 3rd Streets. CITY shall coordinate this project
with SANBAG. CITY shall be responsible for awarding a construction contract for the
project and performing project construction management.
6.10 Permanent Multi-Level Parking Structure Funding. Funding for the Permanent
Multi-Level Parking Structure in the amount of $6,200,000 has been identified as being
available. CITY shall be responsible for any and all actions required for the obligation
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2005-317
and receipt of the $5,488,860 in CMAQ funds approved for this project. SANBAG shall
provide CITY with the $711,140 as the local match for the CMAQ funding. Upon the
execution of this Amendment SANBAG shall provide CITY with $103,230 as the local
match for CMAQ funds approved for PS&E and environmental clearance work. CITY
shall provide a copy of authorization to proceed with construction with the remaining
balance of CMAQ funds to SANBAG. Within thirty (30) days of receipt of such
authorization, SANBAG shall provide CITY with the remaining CMAQ local match of
607,910. CITY shall copy SANBAG on all requests for reimbursements for CMAQ
funds. Upon project close-out, CITY shall provide an accounting of the funds used with
any remaining local match funds advanced to CITY by SANBAG clearly identified.
Within thirty (30) days of project close-out, CITY shall return to SANBAG any unspent
local match funds.
6.11 Provision of Security and Maintenance of Permanent Multi-Level Parking
Structu1re. The CITY shall be responsible for the provision of security and maintenance
of the Permanent Multi-Level Parking Structure as specified in Sections 6.03 and 6.04.
All other terms and conditions contained in SANBAG Contract 04-040 as previously
amended by Amendment Number 1 and Amendment Number 2 shall remain in full force
and effect.
IN WITNESS THEREOF, the authorized parties have signed below;
SAN BERNARDINO
ASSOCIATED GOVERNMENTS
Date: If) -/2.. /OS
CITY OF SAN BE~D~N~_
Esther Estrada, Mayor Pro Tem
Date: 9" )-/IO(
Approved as to form and legal content:
James F. Penman
City Attorney
By:
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San Bernardino Associated Governments
1170 W. 3rd Street, 2nd Floor San Bernardino, CA 92410-1715
Phone: (909) 884-8276 Fax: (909) 885-4407 Web: www,sonbog,co,gov
TRANSPORTATION
UEA8UAEI
Governments
SAN BAG
Working Together
San Bernardino County Transportation Commission _ San Bernardino County Transportation Authority
San Bernardino County Congestion Management Agency _ Service Authority lor Freeway Emergencies
September 1, 2004
Mayor Judith Valles
City of San Bernardino
300 North "D" Street
San Bernardino, CA 92418-0001
Re: Amendment No.2 to SANBAG Cooperative Agreement 04-040
Dear Mayor Valles:
On December 3, 2003, the SANBAG Board approved a cooperative agreement (SANBAG
Contract 04-040) with the City of San Bernardino, outlining the roles and responsibilities with
respect to the provision of security and maintenance at the San Bernardino Metrolink station, the
renovation of the historic Santa Fe depot and SANBAG's occupancy in the depot, and property
management of the depot building.
The purpose of this letter is to amend two sections that agreement. First, as SANBAG is now an
occupant in the depot building and pursuant to Section 12.01 Notices to Parties, this letter
provides the new address for SANBAG. Any communications or notices to should be addressed
to:
Executive Director
San Bernardino Associated Governments
1170 W. 3rd Street, 2nd Floor
San Bernardino, CA 92410-1715
Secondly, Sections 8.04 Common Area Expenses and Section 8.05 Non-Leased Space Expenses
by deleting the reference of SANBAG paying for all costs and being reimbursed quarterly in
arrears for the City's share, it being mutually agreed that both parties will contribute funds to the
depot building operating fund maintained by the property management firm. The City's
financial contribution shall be made to the following address:
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Cities of: Adelanto. Barstow, Big Bear Lake, Chino, China Hills, Colton, Fontana, Grand Terrace, Hesperia, Highiand, Loma Linda, MontclOlr,
Needles', Ontario, Rancho Cucamonga. Redlands, Rialto, San Bernardino, Twentynine Palms, Upland, Victorville, Yucaipa
Towns of: Apple Valley. Yucca Valley County of San Bernardino
Packet Pg. 582
2005-317
Amendment No.2 to SANBAG Cooperative Agreement 04-040
September 1, 2004
Page 2
San Bernardino Associated Governments
c/o CityCom Real Estate Services, Inc.
P.O. Box 548
Rancho Cucamonga, CA 91729
Please concur to the above revisions by signing this letter in the appropriate space.
Should you have any questions or concerns, please contact Michael Bair, Director of Transit and
Rail Programs at (909) 884-8276.
Sincerely,
Supervisor Paul Biane
President
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RESOLUTION NO. 2003-339
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITYOFSANBERNARDINOAUTHORIZINGTHEEXECUTIONOFCOOPERATIVEAGREEMENT04-040 BETWEEN SAN BERNARDINO ASSOCIATEDGOVERNMENTS (SANBAG) AND THE CITY OF SAN BERNARDINOCONCERNINGTHEMETROLINKCOMMUTERRAILSTATIONANDTHESANTAFEDEPOT.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THECITYOFSANBERNARDINOASFOLLOWS:
8 SECTION 1. The Mayor of the City of San Bernardino is hereby authorized and
directed to execute on behalf of said City, Cooperative Agreement 04-040 between SAN
BERNARDINO ASSOCIATED GOVERNMENTS (SANBAG) and the City of San
Bernardino, a copy of which is attached hereto marked Exhibit "A" and incorporated herein by
reference as fully as though set forth at length.
14 SECTION 2. The authorization to execute the above-referenced agreement is
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rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage
of this resolution.
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2003-339
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF COOPERATIVE
AGREEl\-IENT 04-040 BETWEEN SAN BER1"'JARDINO ASSOCIATED
GOVERNMENTS (SANBAG) AND THE CITY OF SAN BERNARDINO
CONCERNING THE METRO LINK COMMUTER RAIL STATION AND THE SANTA
FE DEPOT.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
j t.
and Common Council of the City of San Bernardino at a reg. meeting thereof, held on the
day of December ,2003, by the following vote, to wit:
Council Members: AYES
ESTRADA X
LONGVILLE X
MCGINNIS X
DERRY X
SUAREZ
X
ANDERSON X
MCCAMMACK X
NAYS ABSTAIN ABSENT
t 'J- \ .'-t..- \....LC
CitY-Clerk
i /1.' Jj . L..G..... L.'c..
The foregoing resolution is hereby approved this ,~y ,:I day of December,
2003.
Approved as to
Form and legal content:
By:
James F. P nman, City Attorney
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SAN BAG COOPERATIVE AGREEMENT 04-040
THIS AGREEMENT (hereinafter the "Agreement") is hereby made,
entered into and effective on the 3rd day of December, 2003, by and between the
SAN BERNARDINO ASSOCIATED GOVERNMENTS (hereinafter referred to as
SANBAG"), and the CITY OF SAN BERNARDINO (hereinafter referred to as
CITY"), with regard to the Commuter Rail Station and the Depot located in the CITY.
WHEREAS, SAN BAG and the ECONOMIC DEVELOPMENT AGENCY OF
THE CITY OF SAN BERNARDINO (the "Agency") previously entered into a
Cooperative Agreement, SAN BAG Contract No. 93-066, dated April 26, 1993
Cooperative Agreement No. 93-066"), with regard to the design, construction,
maintenance and security of the Commuter Rail Station and the Depot; and,
WHEREAS, on February 15, 1999, the Agency, SAN BAG and the CITY
entered into a First Amendment to Cooperative Agreement 93-066, adding the CITY
as a party and specifying and clarifying certain responsibilities and obligations of the
Agency, SAN BAG and the CITY under Cooperative Agreement No. 93-066; and,
WHEREAS, all obligations of the parties under Cooperative Agreement No.
93-066 have either been performed to the satisfaction of the parties or will be
performed pursuant to this new cooperative agreement between the CITY and
SANBAG; and,
WHEREAS, the Agency, SAN BAG and the CITY terminated Cooperative
Agreement No. 93-066 effective December 3,2003; and,
WHEREAS, SAN BAG and CITY desire to enter into this Agreement, also
effective December 3, 2003, to continue to perform certain obligations with regard to
the Commuter Rail Station and the Depot.
NOW, THEREFORE, CITY and SAN BAG have agreed and by these presents
do hereby agree to associate themselves on the following terms and conditions.
I.
DEFINITIONS
1.01 Definitions. As used in this Agreement, the following terms, phrases,
words and their derivations, shall have the meanings set forth herein. Words used in
the present tense include the future tense, words used in the singular shall include
the plural, and plural words shall include the singular. Words not specifically defined
shall be given their common and ordinary meaning.
a. "Operating Property" shall refer to that real property essential
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to railroad operations and including, but not necessarily limited to the railroad
trackage right-of-way. The Operating Property is shown as AREA "B" on Exhibit "A",
Property.
b. "Non-Operating Property" shall refer to such real property,
excluding future retail development and excluding Operating Property, on which the
Commuter Rail Station is situated, and including parking lots and such other land as
may be adjacent to the Commuter Rail Station and used for its functions. Non-
Operating Property shall also include the Standard Platform. The Non-Operating
Property is shown as AREA "A" and AREA "C" on Exhibit "A", Property.
c. "Standard Platform" shall refer to that certain type of rail
passenger platform, the size, dimensions, and materials of which are set forth in
more particular detail in Exhibit "B", Standard Platform.
d. "Station Site" shall refer to the real property purchased from
the Santa Fe Railroad and/or other persons upon which the subject Commuter Rail
Station was built as more particularly set forth as described in Exhibit "A", Property.
e. "Commuter Rail Station" shall refer to the commuter rail
passenger terminal and all Operating Property and Non-Operating Property
associated therewith.
f. "SCRRA" shall refer to the Southern California Regional Rail
Authority.
g. "Depot" shall refer to the Santa Fe Railroad Depot Building.
The Depot and its adjacent land are shown as AREA "0" on Exhibit "A", Property.
II.
PURPOSE OF COOPERATIVE AGREEMENT
2.01 Maintenance and Security of Commuter Rail Station. The purpose of
this Agreement shall be to provide for the maintenance and security of the Commuter
Rail Station on the Station Site.
2.02 Rehabilitation and Use of the Depot. The purpose of this Agreement
shall also be to provide for the rehabilitation, use, maintenance and security of the
Depot.
III.
OWNERSHIP OF PROPERTY
3.01 VestinQ of Title. The parties agree that title to the Operating Property,
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Non-Operating Property and the Depot is or shall be held as follows:
a. SAN BAG and CITY shall hold title as tenants in common to allNon-Operating Property (excluding the Standard Platform) and the Depot and its
adjacent land shown as AREA "0" on Exhibit "A", Property.
b. SAN BAG shall hold title to the Operating Property.
IV.
TERM OF AGREEMENT
4.01 Term. The term of this Agreement shall commence on December 3,
2003 and shall continue thereafter until terminated as provided for in Section XIV,
TERMINATION OF AGREEMENT. The parties agree to review the continuing needforthisAgreementeveryfive (5) years and to enter good faith negotiations on issues
of concern to either party during that review.
V.
PROJECTS
5.01 Proiect Description. As set forth in Section II, PURPOSE OF
COOPERATIVE AGREEMENT, the parties contemplate two ongoing work projects tobecoveredbythisAgreement:
a. Commuter Rail Station. The ongoing use, maintenance and
operation of the Commuter Rail Station. This project will be as set forth herein and
in general accordance with the Commuter Rail Station Master Plan approved by the
parties for the ultimate development of the various parts for the property as set forthinExhibit "C", Commuter Rail Station Master Plan. In this regard, SAN BAG reservestherighttoexpandtheCommuterRailStationtoincludeadditionalrailroadtracks
and additional Standard Platforms. as necessary.
b. Depot. The rehabilitation and ongoing use, maintenance and
operation of the Depot. This project will be as set forth herein and in generalaccordancewiththeDepotMasterPlanapprovedbythepartiesfortheultimate
development and use of the Depot property as set forth in Exhibit "0", AdaptiveReusePlan.
c. The parties understand and acknowledge that Exhibit "C",
Commuter Rail Station Master Plan, does not exist at the time of approval of this
Agreement. The parties agree to cooperate in good faith to jointly prepare the exhibit
and add it to this Agreement as soon as practicable.
I'.
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VI.
COMMUTER RAIL STATION
6.01 Reservation of Commuter Rail Parkinq. CITY shall perform appropriate
planning, zoning, and permit activities to ensure that parking at the Commuter Rail
Station is reserved exclusively for rail commuters during operating hours.
6.02 Parkinq Fees. The CITY may, subject to the approval of SANBAG,
initially set and charge parking fees to: 1) Defray the costs of obtaining necessary
permits and approvals; 2) Maintain the Commuter Rail Station and parking lot; and 3)
Provide security to commuter rail patrons during operating hours. All such fees
collected by the CITY shall remain the sole property of the CITY subject only to the
limitations set forth above.
6.03 Maintenance of Station. CITY shall maintain the Commuter Rail Station
and parking lot and shall pay for all utility services required to operate and maintain
the Commuter Rail Station (excluding the Operating Property) and parking lot,
excluding any costs for devices or expenses to ticket vending machines or other
items necessary for maintaining the Metrolink operations. The CITY shall maintain
the Commuter Rail Station as set forth in Exhibit "E", Commuter Rail Station
Maintenance. The CITY shall arrange for and fund the maintenance for the
Commuter Rail Station.
6.04 Station Security. CITY shall arrange for and fund the provISion of
security for the Commuter Rail Station and parking lot to ensure customer and
vehicle safety during commuter periods. Security shall be provided 15 minutes
before the first scheduled train and end 30 minutes after the last scheduled train.
Station security shall exclude any security for trains, whether while in operation,
parked at or in the vicinity of the Commuter Rail Station during non-operating hours.
VII.
DEPOT REHABILITATION
7.01 Rehabilitation of the Depot. The CITY shall assume the lead
responsibility in the preparation of the detailed construction rehabilitation plans
consistent with the Depot Master Plan and for the actual construction rehabilitation
contracting of the Depot. CITY shall provide or cause to be provided adequate
insurance to cover all aspects of the rehabilitation process. CITY has coordinated
with SAN BAG to include SAN BAG's office space plans as part of the Depot
renovation project. (See Exhibit "F", SANBAG Depot Office Space Plans.) Any
additional tenant improvements requested by SAN BAG will be at SANBAG's
expense. The detailed construction rehabilitation plans will be coordinated with
SANBAG's Representative prior to the CITY awarding any construction contracts for
the rehabilitation of the Depot. Any future improvements to the Depot desired by
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either party must preserve the historic fabric of the Depot and must be approved by
both the CITY and SAN BAG.
7.02 Fundinq of the Depot Rehabilitation Except as provided herein, the
CITY shall be solely responsible for all administrative costs and rehabilitation
construction expenses incurred by the CITY in the rehabilitation of the Depot.
a) The CITY shall be responsible for obtaining all grant amounts shown on
Exhibit "G", Funding for San Bernardino Depot Rehabilitation Project, and the CITY
shall provide its share of the local match for federal grants as identified in the same
exhibit.
b) SAN BAG shall provide its share of local match as shown on Exhibit "G",
Funding for San Bernardino Depot Rehabilitation Project.
c) The CITY shall undertake all good faith efforts to obtain additional state or
other grant funds for the Depot Rehabilitation. Any grant funds received will be used
to reduce the amount of matching funds equally from the CITY and SANBAG.
d) Rehabilitation of the East Parking Lot, shown as "East Parking Lot" on
Exhibit "H", Depot Parking Layout Plan, shall be part of the Depot Rehabilitation
completed by the CITY with funding included in the amounts set forth in
subparagraphs (a) and (b), above.
e) Notwithstanding the above, if CITY, after good faith efforts, is not able to
obtain funding for the entire Depot rehabilitation project, CITY, after coordination with
SAN BAG on which portion of the Depot rehabilitation to complete, shall be required
to complete only so much of the agreed upon Depot rehabilitation for which funds are
available. SAN BAG will use good faith efforts to assist CITY in obtaining additional
funds for the Depot rehabilitation.
7 .03 Monthlv Report on Depot Rehabilitation. Commencing with the month
of May 2002, SAN BAG's Representative may attend and fully participate in the
CITY's monthly Santa Fe Depot Team meeting. CITY shall coordinate closely with
SAN BAG's Representative concerning the process and timing of the expected
certification for occupancy of SAN BAG's office space, and shall promptly notify
SAN BAG's Representative when SAN BAG's office space has been certified for
occupancy.
7.04 Use of the Depot After Rehabilitation. After the rehabilitation of the
Depot by the CITY is completed and SANBAG's office space has been certified for
occupancy, the parties agree to use the Depot as set forth in Section VIII, DEPOT
USE. The use of the land in AREA "0" outside of the Depot, to the extent its use is
not immediately required for an agreed upon. use of the Depot itself, shall be jointly
determined by SAN BAG and CITY.
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VIII.
DEPOT USE
8.01 SAN BAG's Office Space in Depot. Upon completion of the Depot
rehabilitation and after SAN BAG's office space has been certified for occupancy, the
parties agree that SAN BAG shall have the exclusive right to occupy the
approximately 22,235 sq. ft. of second floor space ("SANBAG's Space") shown as
SAN BAG's Space on Exhibit "F", SAN BAG Depot Office Space Plans, along with the
exclusive right to use the elevators and stairways providing access to the second
floor. For any change in SANBAG's Space use SAN BAG shall give 90-day notice to
CITY and the Property Management Firm (as defined in Section 8.10 Property
ManaQement Firm), and confer with the CITY on the change. SAN BAG will not
assign, sublet or allow the use of any part or all of SAN BAG's Space by any person
or entity not providing direct support to SAN BAG or related to SAN BAG without
CITY's prior approval.
8.02 Banquet/Board MeetinQ Room. SAN BAG shall have the exclusive and
no cost use of the first floor 5,329 sq. ft. banquet space once per month on the first
Wednesday of the month from 8:00 AM to 12:30 PM for SAN BAG Board meetings.
Commencing upon SAN BAG's occupancy of SAN BAG's Space, SAN BAG shall
provide the Property Management Firm with a schedule for future SAN BAG Board
meetings every six months. Other periodic no cost use of the banquet space by
SAN BAG and CITY may be requested and scheduled up to six months in advance by
the Property Management Firm. The Property Management Firm shall make this
space available for community meetings, banquet functions and other events at set
rates (that may not be waived) to be approved by the parties' Representatives.
8.03 Utilities. Commencing upon SAN BAG occupying SANBAG's Space,
SAN BAG shall pay for all utility expenses for the Depot. The parties agree that the
electrical, water. sewer and gas utilities for SAN BAG's Space shall be separately
metered as part of the rehabilitation of the Depot, and that SANBAG, commencing
upon SANBAG occupying SAN BAG's Space, shall pay all service charges and
related taxes for its use of those separately metered utilities. SANBAG shall pay for
its own telephone service. SAN BAG shall pay its pro-rata share of trash removal
costs at the Depot and its pro-rata share of any other utilities' costs at the Depot that
are not separately metered.
8.04 Common Area Expenses. Common Area Expenses shall be
apportioned to leaseable space on a per square footage basis. Commencing upon
SANBAG occupying SAN BAG's Space. SAN BAG shall pay for all Common Area
Expenses for. the Depot and CITY shall reimburse SAN BAG quarterly in arrears for
CITY's share of the Common Area Expenses for the Depot. The CITY's share shall
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be 50% of the net Common Area Expenses. Net Common Area Expenses are those
expenses apportioned to Non-Leased Space. The parties Representatives shall
agree upon what items shall constitute the Common Area Expenses for the Depot,
but such expenses shall include, but not limited to, real property insurance for the
Depot, the costs for maintenance of the east parking lot, the costs for signage,
security, and the costs for perimeter landscaping and lighting. The parties agree that
for the first six months of SAN BAG's occupancy CITY's 50% of net Common Area
Expenses for the Depot shall be considered to be $0.34 per square foot of Common
Area. The parties agree the Common Area of the Depot is 146,462 square feet
12,836 square feet interior and 133,626 square feet exterior), and is shown as
Common Area" on Exhibit "I", Depot Layout Plan. At the end of the first six months
of SANBAG's occupancy and semi-annually thereafter, the reimbursement rate for
Common Area Expenses shall be adjusted by the parties' Representatives based
upon the actual costs of the Common Area Expenses for the prior six months. The
Property Management Firm described in section 8.10, Property ManaQement Firm,
shall be responsible for tracking the actual costs of the Common Area Expenses for
the Depot.
8.05 Non-Leased Space Expenses. SAN BAG shall pay for all Non-Leased
Space Expenses for the Depot, it being the intent and understanding of the parties
that the tenants of Lease Space that is actually being leased will pay for its own
expenses. For the purposes of this Agreement, "Non-Lease Space" is all of that
space of the Depot that is shown as "Lease Space" on Exhibit "I". Depot Layout Plan,
but which is not actually being leased. Commencing upon SAN BAG occupying
SAN BAG's Space, CITY shall reimburse SAN BAG quarterly in arrears for CITY's fifty
percent (50%) share of the Non-Leased Space Expenses for the Depot. The parties'
Representatives shall agree upon what portion of the Lease Space is Non-Lease
Space and upon which items shall constitute the Non-Leased Space Expenses for
the Depot, including but not limited to Common Area Expenses. The parties agree
that for the first six months of SANBAG's occupancy CITY's fifty percent (50%) of the
Non-Leased Space Expenses for the Depot shall be considered to be $0.17 per
square foot of Non-Leased Space. The parties agree the Lease Space is 36,515
square feet, and is shown as "Lease Space" on Exhibit "I", Depot Layout Plan. At
the end of the first six months of SANBAG's occupancy and semi-annually thereafter,
the reimbursement rate for Non-Leased Space Expenses shall be adjusted by the
parties' Representatives based upon the actual costs of the Non-Leased Space
Expenses for the prior six months. The Property Management Firm described in
section 8.10, Property Manaqement Firm, shall be responsible for tracking the actual
costs of the Non-Leased Space Expenses for the Depot.
8.06 Insurance. SANBAG shall provide its own insurance to cover
SAN BAG's personal property at the Depot. CITY shall provide its own insurance to
cover CITY's personal property at the Depot. SAN BAG shall provide real property
insurance to cover the Depot. This cost shall be included as part of Common Area
Expenses. .
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8.07 Parkinq. SAN BAG shall have exclusive use of the East Parking Lot,
shown as "East Parking Lot" on Exhibit "H", Depot Parking Layout Plan, during
normal SAN BAG business hours until such time that this parking is needed for a
proposed Depot restaurant tenant in which case the CITY, after consultation with and
approval by SANBAG, will provide alternative parking for SAN BAG's use.
8.08 Siqnaqe. CITY, in consultation with SANBAG, shall provide adequate
signage located at the Depot. SAN BAG shall be entitled to use at least its pro-rata
share of anysignage that may be provided for the Depot. CITY will work with
SAN BAG on the amount of signage located on the property to be used by SAN BAG.
8.09 Other Tenants in the Depot. The Property Management Firm described
in section 8.10, Property Manaqement Firm, shall be responsible for the
administration of all leases at the Depot. Such administration shall include the
screening and tentative selection of tenants, collection, deposit and disbursement of
rents, charges, fees and deposits of any other amounts receivable. The Property
Management Firm shall provide SAN BAG and CITY with justification for each
proposed action and obtain the approval of SAN BAG's and CITY's Representatives
prior to taking such action. SAN BAG's and CITY's Representatives shall use good
faith efforts to agree on a decision within ten (10) working days, but failure to do so
will not be deemed approval of the proposed action. Notwithstanding the preceding,
SANBAG, after consultation with the CITY, has the exclusive right to enter into,
amend or terminate all leases at the Depot, institute actions for evictions and execute
notices to vacate and to take judicial proceedings, but the Property Management Firm
shall make recommendations on all such actions to SANBAG. Any lease (including
banquet room fees) revenue will first be applied to costs associated with the lease,
then to costs of the Property Management Firm, maintenance of common areas and
non-leased space and Depot property insurance costs, with any remaining balance
shared equally by the CITY and SANBAG.
8.10 Property Manaqement Firm. CITY and SAN BAG agree that SANBAG
shall hire a private property management firm or person ("Property Management
Firm") to serve as property manager and oversee the Depot's building maintenance
including all adjacent parking and banquet space and leasing of available building
space and the future retail development. SAN BAG shall conduct a request for
proposals ("RFP") process to locate suitable candidates for the Property
Management Firm position. SAN BAG shall coordinate the RFP process with CITY's
Representative and receive CITY's Representative's approval of the entire RFP
process, including membership on any evaluation committee, review and approval of
the selection of and contract for the Property Management Firm. SAN BAG and CITY
shall equally share the compensation (including any reimbursable expenses) for the
Property Management Firm.
8.11 Pro-Rata Share. The parties agree that for the purposes of this
Agreement, SANBAG's "pro-rata share" shall mean sixty-four percent (64%) of the
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cost or the amount of the item in question.
8.12 Future Retail Development. The parties may agree upon an area to be
considered for future retail development. SAN BAG shall be responsible for
managing the retail development with the assistance of the Property Management
Firm. All income from such retail development shall be split fifty-fifty (50/50) between
SAN BAG and the CITY, after deduction for the reasonable expenses of managing
the retail development.
IX
FISCAL YEAR
9.01 Fiscal Year. The fiscal year of this Agreement shall begin on the first
day of July each year.
X.
ACCOUNTING
10.01 Accountinq. Each party shall render to the other party a complete
accounting of the affairs undertaken or conducted by such party pursuant to this
Agreement, as of the close of business on the last day of June each year. Such
accountings shall be rendered to each party to this Agreement within thirty (30) days
after the close of each such year. Each party shall make its accounting books and
records available to the other party at any time during the term of this Agreement
upon reasonable prior written notice. Except as to manifest errors brought to the
attention of the other parties to this Agreement within thirty (30) days after it is
rendered, each such accounting shall be final and conclusive as to each party to this
Agreement.
XI.
DISTRIBUTION OF PROPERTY
11.01 Distribution of Property to SANBAG. Upon any termination of this
Agreement, all property owned by SAN BAG and CITY as tenants in common shall be
promptly transferred to SANBAG free and clear.
a. If the termination of this Agreement is by SAN BAG pursuant to
Subsection "bOO of Section XIV, Termination of Aqreement, or because of a default by
SAN BAG pursuant to Subsection "c" of Section XIV, Termination of Aqreement,
SANBAG shall pay CITY an amount equal to the CITY's monetary contributions with
respect to all Phase I, Phase II and Depot rehabilitation costs and expenses paid by
the CITY under the prior Cooperative Agreement, SAN BAG Contract No. 93-066,
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dated April 26, 1993, and this Agreement. The costs and expenses of the CITY
hereunder shall include all capital items, major repairs and replacements,
reconstruction remodeling (excluding specifically any item contained within the Level
of Maintenance and the Level of Security), payment of CITY fees, permits and
processing charges, costs of construction and land acquisition costs. All such costs
and expenditures shall bear interest at the rate of interest equal to the rate of
earnings by the San Bernardino County Investment Pool per annum from the date
paid by the CITY until paid by SAN BAG pursuant to this Section.
b. If the termination of this Agreement is for any other reason,
SAN BAG shall not be required to pay CITY any amounts for the CITY's monetary
contributions with respect to all Phase I, Phase II and Depot rehabilitation costs and
expenses paid by the CITY under the prior Cooperative Agreement, SAN BAG
Contract No. 93-066, dated April 26, 1993, or this Agreement.
11.02 Income From Property. Any net income derived from the Non-
Operating Property shall be applied toward CITY's costs for security and
maintenance under this Agreement to the extent such costs are incurred.
XII.
NOTICES
12.01 Notices to Parties. Any and all notices or communications required or
permitted by this Agreement or by law to be delivered to, served on, or given to either
party to this Agreement by the other party to this Agreement shall be in writing and
shall be deemed properly delivered, served, or given to the party so directed, to or in
lieu of each such personal service, when deposited in the United States mail,
first-class postage prepaid, and addressed to:
Executive Director
San Bernardino Associated Governments
472 North Arrowhead Avenue
San Bernardino, CA 92401
City Administrator
The City of San Bernardino
300 North "D" Street
San Bernardino, CA 92418-0001
Either party may change its mailing address for the purposes of this
paragraph by giving written notice of such change to the other party.
XIII.
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MISCELLANEOUS
13.01 Consents and Aqreements. Any and all consents and agreements
provided for or permitted by this Agreement shall be in writing, and a signed copythereofshallbefiledandmaintainedbyeachpartyintheirofficialrecordstogether
with this Agreement. Whenever consent or approval of either party is required that
party shall not unreasonably withhold or delay such consent or approval.
13.02 Sole and Only Aqreement. This Agreement contains the sole and only
agreement of the parties and correctly sets forth the rights, duties, and obligations of
each party to the other as of December 3, 2003. Any prior agreements, policies,
negotiations, and/or representations are expressly set forth in this Agreement.
13.03 Amendments. This Agreement may be amended or modified in any
manner by an instrument in writing, stating the amendment or modification, signed by
the parties hereto.
13.04 Severabilitv. In case anyone or more provIsions contained in this
Agreement shall for any reason be held invalid or illegal, or unenforceable in any
respect, such invalidity, illegality, or unenforceability shall not affect any other
provision hereof; and this Agreement shall be construed as if such invalid, illegal, or
unenforceable provisions had never been contained herein.
13.05 Headinqs and Subtitles. Headings and subtitles of this instrument have
been used for convenience only and do not constitute matter to be considered as
interpreting this Agreement.
13.06 Attorney's Fees. In the event of any dispute hereunder or any
proceedings to enforce the provisions hereof, the prevailing party in such dispute or
proceeding shall be entitled to recover, among other things, all costs, reasonable
attorney's fees and reasonable disbursements, regardless of whether such dispute or
proceedings are handled by attorneys or employees of such party or outside counsel.
Prevailing party in any dispute or proceeding" shall be the party who obtains
substantially all the relief sought by such action or proceedings, regardless of whether
final court judgment is entered.
13.07 Indemnitv. The parties hereto each agree to defend, indemnify, and
hold harmless the other party, and its authorized agents, officers, elected officials,
volunteers and employees against any and all claims arising from the party's acts,
errors, or omissions and from any and all expenses (including reasonable attorneys'
fees) incurred by the other party on account of any claim therefore. The costs, salary
and expenses of the CITY Attorney and members of his office in enforcing this
Agreement, as amended, on behalf of the CITY .shall be considered as "attorneys"
fees for the purposes of this paragraph. The cost, salary and expenses of the County
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Counsel and members of his office in enforcing this Agreement, as amended, on
behalf of SAN BAG shall be considered as "attorneys' fees" for the purposes of this
paragraph. Each party shall obtain and maintain during the time this Agreement, as
amended, is in effect adequate insurance or self-insurance to cover its liability,
defense and indemnification obligations in order to protect itself and the other parties.
13.08 Law of the Jurisdiction and Venue. In the event of any litigation arising
out of the terms of this Agreement, the law of the State of California shall apply, and
the venue of any such action shall be the Superior Court of the State of California for
the County of San Bernardino, Central District.
13.09 Exhibits. All exhibits referred to are attached to this Agreement and
incorporated by reference.
13.10 Representatives. Each party shall appoint and give the other party
notice of its Representative for purposes of this Agreement. Except for specifically
delegated authority, the Representatives shall have no authority to amend this
Agreement or otherwise bind their respective party in any manner.
13.11 JUry Trial Waiver. CITY and SANBAG hereby waive their respective
right to trial by jury and agree to accept trial by judge alone of any cause of action..
claim, counterclaim or cross-complaint in any action, proceeding and/or hearing
brought by either CITY against SAN BAG or SAN BAG against CITY on any matter
whatsoever arising out of, or in any way connected with, this Agreement, the
relationship of CITY and SAN BAG, either parties use or occupancy of the Depot, or
any claim of injury or damage, or the enforcement of any remedy under any law,
statute, or regulation, emergency or otherwise, now or hereafter in effect.
XIV.
TERMINATION OF AGREEMENT
14.01 Termination. This Agreement may be terminated as follows:
a. Mutual agreement of the parties;
b. Either party may terminate this Agreement without cause
by giving not less than one (1) year's notice of termination;
c. Either party may terminate this Agreement with cause due
to any default or breach of this Agreement by the other party hereto which has not
been cured within thirty (30) days after notice of such default to the other party, or
such later time as is reasonably necessary if the default cannot be reasonable cured
within such thirty (30) day period.
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XV.
ACCEPTANCE
15.01 Acceptance of Aqreement. The parties hereto have approved this
Agreement by official actions of their respective governing bodies, accept and agree
and agree to the terms set forth therein as of the date set forth above.
Dtd ,)..,~a e : /"" -_?' -{i.5 SAN BE~~OO
B /.v _...__.
Name: Willia J. Alexander
Title: President
Dated:CITY OF SAN BERNARDINO
By
Name: Judith Valles
Title: Mayor
APPROVED AS TO FORM:
Rig~~ounse,
JAMES PENMAN, CITY Attorney
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XV.
ACCEPTANCE
15.01 Acceptance of Aqreement. The parties hereto have approved this
Agreement by official actions of their respective governing bodies, accept and agree
and agree to the terms set forth therein as of the date set forth above.
Dated: j)..3 -(' ~.SAN BE
Title: President
Dated:CITY OF SAN BERNARDINO
By
Name: Judith Valles
Title: Mayor
APPROVED AS TO FORM:
pc:r
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REX A.'HIN~St:E~I..
JAMES PENMAN, CITY Attorney
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XV.
ACCEPTANCE
15.01 Acceptance of Aqreement. The parties hereto have approved this
Agreement by official actions of their respective governing bodies, accept and agree
and agree to the terms set forth therein as of the date set forth above.
Dated:SAN BERNARDINO ASSOCIATED GOVERNMENTS
By
Name: William J. Alexander
Title: President
Dated: /)-3'03 o
By
APPROVED AS TO FORM:
REX A. HINESLEY, SAN BAG Counsel
JA
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Exhibit "A"
Sheet 1 of 2
LEGAL DESCRIPTION
AREA "A"
Those portions of Lots 10. 11 and 12, Block 15. Rancho San Bernardino, in the City of San
Bernardino. County of San Bernardino, State of California, per map recorded in Book 7, Page 2 of
Maps in the Office of the County Recorder of said County described as follows:
Commencing at the intersection of the east line of MI. Vernon Avenue, 82.50 feet wide and the North
line of 3rd Street, 82.50 feet wide as described in Parcel 1 of that certain Indenture between the
Santa Fe Land Improvement Company and the City of San Bernardino recorded November 14, 1917
in Book 622, Page 157 of Deeds in the Office of said County Recorder, said intersection also being
the Northwest corner of said Parcel 1; thence along the north line of said 3rd Street, North 86042'30"
East, 13.47 feet to the TRUE POINT OF BEGINNING; thence leaving said north line North 2036'26"
West, 249.00 feet; thence South 77005'02" East, 60.28 feet; thence South 72059'17" East, 156.88
feet; thence South 50015'26" East, 23.50 feet; thence South 89057'46" East, 37.55 feet; thence
North 02029'31" West, 5.38 feet; thence North 89041 '33" East, 42.00 feet; thence South 2029'31"
East, 5.38 feet; thence South 89058'17" East, 616.93 feet; thence South 0027'39" East, 121.74 feet
to the north line of 3rd Street as described in Parcel 1 of said Indenture; thence South 86042'30"
West, 914.48 feet along said north line to the TRUE POINT OF BEGINNING.
EXCEPT THEREFROM that portion described as Parcell of that certain Quitclaim Deed to the City
of San Bernardino recorded April 30, 1959 in Book 4805, Page 81 of said Official Records.
Containing approximately 3.3 acres.
See Sheet 2 for a plat depicting the above described property.
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3311 EAST SHELBY STREET' ONTARIO. CA 91764
TEL. (909) 980-1982 ' FAX: (9091 941-0891
121,74'
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Exhibit "A"
Sheet 1 of 2
LEGAL DESCRIPTION
AREA "C"
Those portions of Lots 1 0, and 11, Block 15, Rancho San Bernardino, in the City of San Bernardino,County of San Bernardino, State of California, per map recorded in Book 7, Page 2 of Maps in theOfficeoftheCountyRecorderofsaidCountydescribedasfollows:
Commencing at the intersection of the east line of Ml. Vernon Avenue, 82.50 feet wide and the Northlineof3rdStreet. (vacated) 82.50 feet wide as described in Parcel 1 of that certain IndenturebetweentheSantaFeLandImprovementCompanyandtheCityofSanBernardinorecordedNovember14,1917 in Book 622, Page 157 of Deeds in the Office of said County Recorder, saidintersectionalsobeingtheNorthwestcornerofsaidParcel1 ; thence along the northerly line of said3rdStreet, North 86042'30" East, 13.47 feet to the POINT OF BEGINNING; thence North 86042'30"East, 546.00 feet continuing along said northerly line; thence leaving said northerly line South03017'30" East, 41.25 feet; to the beginning of a non-tangent curve concave southeasterly andhavingaradiusof360.00 feet, a radial line to the beginning of said curve bears North 36008'06"West; thence southwesterly 97.38 feet along the arc of said curve, through a central angle of15029'53"; thence South 38022'01" West, 173.49 feet to the beginning of a curve concavenorthwesterlyandhavingaradiusof255.00 feet; thence westerly 229.61 feet along the arc of saidcurve, through a central angle of 51035'27" to the beginning of a compound curve concavenortheasterlyandhavingaradiusof125.50 feet; thence westerly and northerly 131.42 feet along thearcofsaidcurve, through a central angle of 59059'55" to the beginning of a compound curveconcaveeasterlyandhavingaradiusof288.00 feet; thence northerly 100.69 feet along the arc ofsaidcurvethroughacentralangleof20001'51"; thence North 10000'46" West, 155.46 feet to thePOINTOFBEGINNING.
Containing approximately 2.85 acres.
See Sheet 2 for a plat depicting the above described property.
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Exhibit "A"
Sheet 1 of 2
LEGAL DESCRIPTION
AREA "0"
Lying within Lots 11. 12.13. 14 and 15. Block 15. Rancho San Bernardino. in the City of San
Bernardino. County of San Bernardino. State of California. as shown on a map recorded in Book 7,
Page 2 of Maps in the Office of the County Recorder of said County. being a portion of Parcel 2 in a
Grant Deed to San Bernardino Associated Governments recorded December 15, 1992 as
Instrument No. 92-514402 of Official Records in the Office of the County Recorder of said County,
described as follows:
BEGINNING at the southwest corner of Parcel 3 in that certain Quitclaim Deed to the City of San
Bernardino recorded April 30, 1959 in Book 4805, Page 81 of said Official Records said comer also
being on the northerly line of 3rd Street. 82.50 feet wide as described in Parcel 1 of that certain
Indenture between the Santa Fe Land Improvement Company and the City of San Bernardino
recorded November 14,1917 in Book 622. Page 157 of Deeds in the Office of said County
Recorder; thence South 86042'30" West. 536.99 feet along said northerly line; thence North
00027'39" West, 213.24 feet; thence South 90000'00" East, 511.11 feet to a point on a line that is
parallel with and 15.00 feet south of the centerline of "Track P2", said point being the beginning of a
non-tangent curve, concave southerly and having a radius of 1487.85 feet, a radial line of said curve
to said point bears North 2029'46" West; thence Easterly 45.95 feet along said curve through a
central angle of 1"46'13"; thence North 89016'27" East, 305.78 feet to the southeasterly line of said
Parcel 2; thence southwesterly and westerly along the southeasterly and southerly line of said
Parcel2the following three courses; thence South 36002'55" West, 174.71 feet to the beginning of
a non-tangent curve concave northwesterly, a radial line through said curve bears South 40017'28"
East: thence westerly 143.12 feet along the arc of said curve through a central angle of 41.00'00";
thence North 89017'28" West, 90.37 feet to the POINT OF BEGINNING.
Containing approximately 3.51 acres.
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2003-339
Exhibit "G"
San Bernardino Depot Grant Funding
Grant Type Grant SAN BAG City Total
Amount Match Match Amount
TEA 6/93 $ 1.300.000 $ 168.926 $ 1 468 926
TEA 21 Demo. $ 2,462,699 $ 243.662 $ 412,588 $ 3,118.949
FT A 5309 10/00 $ 2,943286 $ 551 431 $ 184.391 $ 3679.108
TEA 11/99 $ 2,832,960 $ 367,040 $ 3,200.000
FTA 530910/01 $ 594.189 $ 74.274 $ 74.274 $ 742 737
TEA 09/02 $ 863,289 $ 232,345 $ 232,345 $ 1,327,979
TEA 09/03 $ 661,225 $ 44,388 $ 44,388 $ 750,001
Additional Local Funding $ 55,721 $ 645,862 $ 701,583
Total $ 11,657,648 $1,370,747 $ 1,960,888 $ 14,989,283
Match Committed 93-066 $ 412588 $ -
Match Still Required $ 958,159 $ 1,960,888
SAN BAG Match Includes:456,976 Valley TMEE
858,050 Rail Asset Revenue
55,721 BNSF
DepolF undingSpl~-mab.xls
11/2012003
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Depot Layout Plan
SANBAG Space:22,235 sq. ft. Second Floor
1.271 sq. ft. Stairs and Elevator
23,506 sq. ft.
Metrolink 4,546 sq. ft. First Floor
Amtrak 1,201 sq. ft. First Floor
Building Maintenace 440 sq. ft. First Floor
East Lounge (office)820 sq. ft. First Floor
East Future Tenant 5,313 sq. ft. First Floor
East Annex 980 sq. ft. First Floor
East Annex 980 sq. ft. Second Floor
Total Leasable Space Excluding SANBAG Stairs and Elevator:36,515 sq. ft.
Common Area Interior:3,850 sq. ft. Main Lobby
5,329 sq. ft. Banquet Room
1,633 sq. ft. Lobby Restrooms
2,024 sq. ft. Misc. & Circulation
Common Area Exterior 133,626 sq. ft.
Total Common Area:146,462 sq. ft.
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2
RESOLUTION NO. 2004-70
3
RESOLUTION OF THE CITY OF SAN BERNARDINO AUTHORIZING THE
EXECUTION OF FIRST AMENDMENT TO COOPERATIVE AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO AND THE SAN BERNARDINO
ASSOCIATED GOVERNMENTS (SANBAG) FOR THE SAN BERNARDINO
5
METRO LINK COMMUTER RAIL STATION AND THE SAN BERNARDINO SANTA
FE DEPOT REHABILITATION PROJECT, CONTRACT NO. 04-040.
6
BE IT RESOLVED BY THE MAYOR AND COMMON COllNCIL OF THE CITY
7 OF SAN BERNARDINO AS FOLLOWS:
8
SECTION 1. The Mayor of the City of San Bernardino is hereby authorized and
4
directed to execute on behalf of said City First Amendment to Cooperative Agreement with
10
9
11 San Bernardino Associated Governments (SANBAG) for the San Bernardino Metrolink
12 Commuter Rail Station and the San Bernardino Santa Fe Depot Rehabilitation Project, Contract
13 No. 04-040. A copy of said First Amendment to Cooperative Agreement is attached as Exhibit
14
A" , and is made a part hereof.
15
16
SECTION 2. The authorization to execute the above First Amendment to Cooperative
17 Agreement is rescinded if the parties to the agreement fail to execute it within sixty (60) days
18 of the passage of this resolution.
19 III
20
III
21
22
23
24
25
26
27
28
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2004-70
t
1
2
3
4
5
6
7
RESOLUTION ..... . AUTHORIZING THE EXECUTION OF FIRST
AMENDMENT TO COOPERATIVE AGREEMENT BETWEEN THE CITY OF SAN
BERNARDINO AND THE SAN BERNARDINO ASSOCIATED GOVERNMENTS
SANBAG) FOR THE SAN BERNARDINO METRO LINK COMMUTER RAIL
ST A TION AND THE SAN BERNARDINO SANTA FE DEPOT REHABILITATION
PROJECT, CONTRACT NO. 04-040.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
and Common Council of the City of San Bernardino at a j t. reg.meeting thereof, held
on the 15thdayof March
8
2004. by the following vote, to wit:
9 Council Members:AYES NAYS ABSTAIN ABSENT
10 ESTRADA x
11
12
13
LONGVILLE
x
MC GINN IS x
x
DERRY
14
15 KELLEY
16 JOHNSON
17 MC CAMMACK
18
19
20
21
22
x
x
x
l~ h{'~
City Clerk
The foregoing resolution is hereby approved this -1 "'"7M _ day of March
2004.
23
24
J dith Valles, Mayor
ty of San Bernardino
25 Approved as to
26
form and legal content:
27 JAMES F. PENMAN,
City Attorney
28 A
By: ~r-- t, f~~
o
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EXHIBIT "A"
First Amendment to Cooperative Ae:reement 04-040
THIS FIRST AMENDMENT TO COOPERATIVE AGREEMENT No. 04-040 is
hereby made and entered into and effective on the 3rd day of March, 2004, by and
between the SAN BERNARDINO ASSOCIATED GOVERNMENTS ("SANBAG") and
the CITY OF SAN BERNARDINO ("the CITY").
WHEREAS, the CITY and SANBAG entered into a Cooperative Agreement,
SANBAG Contract 04-040, datcd December 3, 2003, with regard to the San Bernardino
Metrolink Conunuter Rail Station and the San Bernardino Santa Fe Depot; and
WHEREAS, Paragraph 7.02 Funding for the Depot Rehabilitation recites
financial responsibilities of the CITY and SANBAG and references the amounts in
Exhibit "G" as being the local financial contributions from each party; and
WHEREAS, the CITY and SANBAG desire to amend the Agreement to increase
the SANBAG financial contribution to the San Bernardino Santa Fe Depot rehabilitation
project in order to pay for tenant improvements required for SANBAG occupancy.
NOW, THEREFORE, it is agreed that the Agreement is amended as set forth
below.
I. The parties agree that Exhibit "G" is hereby amended as attached to increase the
SANBAG local contribution by $160,000 for a new total of$I,530,747.
2. All other provisions of Agreement 04-040, which are not altered by this
amendment, shall remain in full force and effect.
SAN BERNARDINO ASSOCIATED
GOVERNMENTS
CITY OF SAN BERNARDINO
c~
APPROVED AS TO FORM:APPROVED AS TO FROM:
G.L
Rene Basle
SANBAG Counsel
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Governments
SAN BAG San Bernardino Associated Governments
AHzu:ItiNM 3/
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TRANSPORTATION
MEASURE I
Working Together
1170 W. 3rd Street, 2nd Floor San Bernardino, CA 92410-1715
Phone: (909) 884-8276 Fox: (909) 885-4407 Web: www.sonbog.co.gov
San Bernardino County Transportation Commission . San Bernardino Caunty Transportation Autharity
San Bernardino County Congestion Management Agency _ Service Authority for Freeway Emergencies
September 1, 2004
Mayor Judith Valles
City of San Bernardino
300 North "0" Street
San Bernardino, CA 92418-000 I
Re: Amendment No.2 to SANBAG Cooperative Agreement 04-040
Dear Mayor Valles:
On December 3, 2003, the SANBAG Board approved a cooperative agreement (SANBAG
Contract 04-040) with the City of San Bernardino, outlining the roles and responsibilities with
respect to the provision of security and maintenance at the San Bernardino Metrolink station, the
renovation of the historic Santa Fe depot and SANBAG's occupancy in the depot, and property
management of the depot building.
The purpose of this letter is to amend two sections that agreement. First, as SANBAG is now an
occupant in the depot building and pursuant to Section 12.01 Notices to Parties, this letter
provides the new address for SANBAG. Any communications or notices to should be addressed
to:
Executive Director
San Bernardino Associated Governments
1170 W. 3rd Street, 2nd Floor
San Bernardino, CA 92410-1715
Secondly, Sections 8.04 Common Area Expenses and Section 8.05 Non-Leased Space Expenses
by deleting the reference of SANBAG paying for all costs and being reimbursed quarterly in
arrears for the City's share, it being mutually agreed that both parties will contribute funds to the
depot building operating fund maintained by the property management firm. The City's
financial contribution shall be made to the following address:
JVO~090 I-mab.doc .
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Cities ot: Adeianto. Barstow. Big Bear Lake. Chino, China Hills, Colton, Fontana, Grand Terrace, Hesperia, Highland, Lorna Linda, Montclair.
Needles. Ontario. Rancho Cucamonga. Redlands, RiaUo. San Bernardino, Twentynine Palms, Upland, Victorville, Yucaipa
Towns of: Apple Valley, Yucca Valley County of San Bernardino
Packet Pg. 642
Amendment No.2 to SANBAG Cooperative Agreement 04-040
September 1, 2004
Page 2
San Bernardino Associated Governments
clo CityCom Real Estate Services, Inc.
P.O. Box 548
Rancho Cucamonga, CA 91729
Please concur to the above revisions by signing this letter in the appropriate space.
Should you have any questions or concerns, please contact Michael Bair, Director of Transit and
Rail Programs at (909) 884-8276.
Sincerely,
b
Supervisor Paul Biane
President
MV04090 I-mag.doc
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RESOLUTION NO. 2004-70
RESOLUTION OF THE CITY OF SAN BERNARDINO AUTHORIZING THE
EXECUTION OF FIRST AMENDMENT TO COOPERATIVE AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO AND THE SAN BERNARDINO
ASSOCIATED GOVERNMENTS (SANBAG) FOR THE SAN BERNARDINO
METROLINK COMMUTER RAIL STATION AND THE SAN BERNARDINO SANTA
FE DEPOT REHABILITATION PROJECT, CONTRACT NO. 04-040.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The Mayor of the City of San Bernardino is hereby authorized and
directed to execute on behalf of said City First Amendment to Cooperative Agreement with
San Bernardino Associated Governments (SANBAG) for the San Bernardino Metrolink
Commuter Rail Station and the San Bernardino Santa Fe Depot Rehabilitation Project, Contract
No. 04-040. A copy of said First Amendment to Cooperative Agreement is attached as Exhibit
A", and is made a part hereof.
SECTION 2. The authorization to execute the above First Amendment to Cooperative
Agreement is rescinded if the parties to the agreement fail to execute it within sixty (60) days
of the passage of this resolution.
I
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2004-70
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RESOLUTION .._...AUTHORIZING THE EXECUTION OF FIRST
AMENDMENT TO COOPERATIVE AGREEMENT BETWEEN THE CITY OF SAN
BERNARDINO AND THE SAN BERNARDINO ASSOCIATED GOVERNMENTS
SANBAG) FOR THE SAN BERNARDINO METROLINK COMMUTER RAIL
STATION AND THE SAN BERNARDINO SANTA FE DEPOT REHABILITATION
PROJECT, CONTRACT NO. 04-040.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
and Common Council of the City of San Bernardino at a it. reg. meeting thereof, held
on the 15thday of March , 2004, by the following vote, to wit:
Council Members: AYES NAYS ABSTAIN ABSENT
ESTRADA x
LONGVILLE x
MC GINNIS x
DERRY %
KELLEY %
JOHNSON x
MC CAMMACK x
hCt,.A-k.
City Clerk
The foregoing resolution is hereby approved this 1&7r+ day of March
1 2004.
Approved as to
form and legal content:
JAMES F. PENMAN,
City Attorney
By:
ith Valles, Mayor
of San Bernardino
Packet Pg. 645
EXHIBIT "A"
First Amendment to Cooperative Agreement 04-040
THIS FIRST AMENDMENT TO COOPERATIVE AGREEMENT No. 04-040 is
hereby made and entered into and effective on the 3`d day of March, 2004, by and
between the SAN BERNARDINO ASSOCIATED GOVERNMENTS ("SANBAG") and
the CITY OF SAN BERNARDINO ("the CITY").
WHEREAS, the CITY and SANBAG entered into a Cooperative Agreement,
SANBAG Contract 04-040, dated December 3, 2003, with regard to the San Bernardino
Metrolink Commuter Rail Station and the San Bernardino Santa Fe Depot; and
WHEREAS, Paragraph 7.02 Funding for the Depot Rehabilitation recites
financial responsibilities of the CITY and SANBAG and references the amounts in
Exhibit "G" as being the local financial contributions from each party; and
WHEREAS, the CITY and SANBAG desire to amend the Agreement to increase
the SANBAG financial contribution to the San Bernardino Santa Fe Depot rehabilitation
project in order to pay for tenant improvements required for SANBAG occupancy.
below.
NOW, THEREFORE, it is agreed that the Agreement is amended as set forth
The parties agree that Exhibit "G" is hereby amended as attached to increase the
SANBAG local contribution by $160,000 for a new total of $1,530,747.
2. All other provisions of Agreement 04-040, which are not altered by this
amendment, shall remain in full force and effect.
SAN BERNARDINO ASSOCIATED
William J.
President
APPROVED AS TO FORM:
Q, C ate,
Rene Basle
SANBAG Counsel
Dated: z11 f%ti
CITY OF SAN BERNARDINO
IR
APPROVED AS TO FROM:
es Penman
ity Attorney
Dated:
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DISCUSSION
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Charles McNeely, City Manager
Nathan Freeman, Agency Director of Community, Housing,
and Economic Development
Department:Community & Economic Development (CED)
Subject:Homelessness State of Emergency Declaration (All
Wards)
Recommendation:
It is Recommended that the Mayor and City Council of the City of San Bernardino:
1. Adopt Resolution No. 2023-028 declaring a Homelessness State of Emergency; and
2. Direct the City Manager or his designee the ability to take certain administrative
actions to streamline the provision of shelter to people experiencing homelessness;
and
3. Provide direction to Staff whether or not to prepare an ordinance (1) adopting
California Residential Code Appendix X and California Building Code Appendix O
and/or (2) making amendments to the San Bernardino Municipal Code for its
consideration.
Background
As of January 2022, the State of California holds 30% of the nation’s homeless population
(171,521) and has the highest rate (67%) of unsheltered individuals. Homelessness has
become a national crisis and has negatively impacted San Bernardino for those
experiencing homelessness as well as housed residents, businesses, and
neighborhoods. Over the past several years, the City has made significant investments
in assisting the unhoused community by funding different organizations to expand shelter
access, increasing outreach, and developing viable housing options. Despite these
efforts, homelessness and its impact throughout the City has continued to grow.
Point in Time Count (PITC) Data
•From 2017-2022, the City of San Bernardino saw a 175% increase in homelessness.
•As of January 2022, the City continues to have the highest concentration of homeless
individuals in San Bernardino County (1,350).
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•40% of San Bernardino County’s homeless reside in the City (3,333 County vs 1,350
City).
Year Sheltered Transitional Unsheltered Total
2017 108 156 227 491
2018 137 176 333 646
2019 123 126 639 890
2020 183 50 823 1056
2022 238 120 992 1350
*The 2021 Point in Time Count was cancelled due to the Coronavirus pandemic.
In addition to the rising rates of homelessness, rental rates are climbing, and the City is
experiencing a shortage of affordable housing. Also, the statewide emergency declaration
for COVID-19, which provided cities with monetary help to keep people housed and
offered County-wide protections to help residents from falling into homelessness, has
either ended or is coming to an end.
•Eviction protection resources ends on March 31, 2023.
•COVID-19 Rent and Utility Bill Relief ends February 28, 2023
On December 7, 2022, the Mayor and City Council approved a comprehensive
Homelessness Action Plan and directed over $20 million in American Rescue Plan Act
(ARPA) funds to mitigate homelessness and help vulnerable residents, which includes
the development of a navigation center, partnerships with local entities to develop interim
housing, and a dedicated Homeless Outreach Task Force.
On December 7, 2022, the Mayor and City Council also approved $613,678, in the first
quarter of Fiscal Year 2023, to increase the number of Public Works employees to assist
with homeless encampment cleanups.
Discussion
The City, along with the state and nation, is in the midst of a homelessness crisis. The
City’s number of unsheltered individuals has quadrupled since 2017 (227 unsheltered in
2017 vs. 992 unsheltered in 2022). Homelessness is one of the most urgent and
significant issues impacting the local community and housing affordability in the state
correlates with the growth in homelessness. The significant increase in homelessness
and expiring protections for renters that barred evictions during the statewide COVID-19
emergency declaration is a critical reason enough to declare a local state of emergency
on homelessness.
State of Homelessness Emergency
Throughout the years, the City has maintained partnerships with several local homeless
service agencies to provide shelter, housing, and resources to the homeless community,
but despite best efforts, there has been little impact in mitigating homelessness. The
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source of this issue is connected to the City’s shelter crisis. There is insufficient capacity
to shelter everyone experiencing homelessness. Out of 1,350 homeless individuals, 992
are unsheltered and there are only 253 reported shelter beds throughout the City.
The number of shelter beds is derived from the County’s Continuum of Care (CoC), which
maintains a list of registered organizations that assist/shelter the homeless. These
organizations either receive or are eligible for state and federal funding. There are shelter
agencies that choose not to receive state or federal funding (i.e., religious affiliations) and
as a result, they are not connected to the CoC pipeline, making it challenging to capture
the actual number of shelter beds available in the City. Due to this, the City has opted to
reference shelter beds linked to the CoC, which is currently 253.
Most known shelter agencies within the City are at or near full capacity and most have
some sort of barrier that prevents people from seeking shelter when beds do become
available. For example, fathers are often separated from wives and children, pets are not
welcomed, and individuals with sobriety issues are often unable to access shelter.
Cities may not realistically provide shelter for every unhoused individual as it poses an
extreme financial burden, among other hurdles. Fortunately, although not legally binding,
United States District Judge David Carter has approved a settlement agreement between
the City of Los Angeles and homeless advocate plaintiffs, which can serve as a form of
guidance for the City. The settlement agreement provided that the City of Los Angeles
needs to only provide shelter for 60% of their unsheltered population. Using this guidance
and based on the 2022 PITC, the City could meet a 60% benchmark if it had 595 shelter
beds, meaning an additional 342 available shelter beds. The benchmark number can and
will fluctuate based on the current PITC.
The City needs to create a path that will allow shelters and interim housing to be
developed quickly to better transition people off the streets. Also, emphasis should be
placed on the need for low-barrier shelters that remove many obstacles that often impede
a person’s ability to accept shelter.
What is the City Doing to Address Homelessness
On October 31, 2022, the City hired Homeless Services Coordinator, Ashley Esquivel,
who is working closely with the Deputy Director of Housing & Homelessness, Cassandra
Searcy to develop methodologies that are consistent with best practices, align with the
County’s Continuum of Care System, and strengthen community partnerships.
On December 7, 2022, Council approved over $25 million in ARPA funds for the following
homeless related initiatives:
•Public Health and Safety - FY 23 $613,678 for the remainder of the year with an
ongoing expense of approximately $1,076,158 in FY 24. During the first quarter of
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FY 2023 the City added: 2 Lead Maintenance Workers, 2 Maintenance Supervisors,
and 8 Maintenance Worker I (FLEX) Funding to assist with encampment clean-ups.
•Navigation Center - $12 million: Development of a 200-bed, low-barrier, non-
congregate facility that provides interim housing and onsite supportive services.
•Ongoing Operational Cost for Navigation Center - $4.5 million: Provides $1.5
million annually over the span of three (3) years.
•Homeless Outreach Team - $1.5 million: Dedicated street outreach to provide City-
wide comprehensive coverage to assist individuals experiencing homelessness.
•Mobile Shower Expansion - $150,000: Partner with a non-profit organization to
expand mobile shower services throughout the City by operating a 28-foot-long mobile
shower trailer equipped with three (3) full-service restrooms and laundry facility.
•Lutheran Social Services (LSSSC) - $5 million: The City is partnering with LSSSC
on a Homekey Round 3 project to expand shelter capacity and develop a 172 bed,
non-congregate interim housing and 20 permanent supportive housing units for men
and men with children.
•San Bernardino Valley College (SBVC) - $900,000: The City is partnering with
SBVC on a Homekey Round 3 project to develop student housing that will consist of
approximately 60 non-congregate living units for students experiencing
homelessness.
The City continues to work collectively with local stakeholders and government agencies
to streamline processes, leverage funding, and improve coordination and collaboration.
The City will also release a Request for Proposals (RFP) in February 2023 in search of a
homeless outreach agency that has the experience and capacity to create a
comprehensive Citywide plan to transition unhoused residents off the streets. Because
there is a shelter/interim housing shortage, the City is developing a navigation center,
which will be a state-approved modular facility/campus that provides low barrier, non-
congregate, interim housing, and onsite supportive services, which will include:
•Help Obtain Vital Documentation
•Pet Kennel
•Income Stability
•Homeward Bound
•Job training/placement
•Mental Health Services
•Substance Abuse Recovery
•Storage Lockers
•Housing Navigation
•Case Management
•Mailboxes Services
The City is also working with affordable housing developers to create housing for mixed-
income households, including area median incomes as low as 30% and 50%.
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Homelessness Task Force
In an ongoing commitment to reduce homelessness and minimize community impacts
associated with homelessness, a Homelessness Task Force will be established to include
representatives from the Police Department, Code Enforcement, Public Works, Parks &
Recreation, and the Community, Housing, and Economic Development Department.
Because complex problems require complex solutions, a task force can help to establish
a multi-faceted approach that outlines actions, goals, and objectives directly related to
homeless intervention, outreach, and prevention.
Defining Emergency Housing
Emergency housing is housing in a permanent or temporary structure(s), occupied during
a declaration of a state of emergency, local emergency, or shelter crisis. Currently, the
Section 19.02.050 of the City’s Development Code defines “Emergency Shelter” as
follows:
“As used in Government Code Sections 65582, 65583 and 65589.5 (Senate Bill 2), and
as defined in Health and Safety Code Section 50801(e), “emergency shelter” means
housing with minimal supportive services for homeless persons that is limited to
occupancy of six months or less by a homeless person. No individual or household may
be denied emergency shelter because of an inability to pay. Emergency shelters shall be
occupied only by homeless persons unable to pay for housing. Facilities occupied by
individuals who pay for their housing shall not be permitted as emergency shelters. Also
referred to as “homeless shelter,” “homeless facility,” or “social service center with a
residential component.’”
The City could consider adopting state-provided appendices related to emergency
housing. Emergency housing may include, but is not limited to, buildings and structures
constructed in accordance with the California Building Standards Code; emergency
sleeping units, emergency transportable units and structures constructed in accordance
with Appendix X of the California Residential Code.
•Dependent units used for sleeping.
•Site provided communal sanitary facilities.
The Adoption of California Residential Code Appendix X and California Building Code
Appendix O into Title 15 of the SBMC will provide construction standards for developing
emergency housing facilities in approved locations and a standard for third-party projects
impacting emergency housing/homelessness.
The Development Code currently allows Emergency Shelters as a “by-right” use at five
pre-defined Emergency Shelter Overlay Zone areas in the City that fall within the CH –
Commercial Heavy, IL – Industrial Light, and OIP – Office Industrial Park Zones,
consistent with California Government Code Section 65589.5. Emergency Shelters in
these areas are only required to obtain an Administrative Development Permit Type 1
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and any necessary Building Permits. Chapter 19.10-E of the Development Code outlines
the Development and Operational Standards for the Emergency Shelter Overlay Zone
including but not limited to proximity to transit lines, maximum length of stay, parking
requirements, and the preparation of security and management plans.
For other areas outside the Emergency Shelter Overlay Zone, the Development Code
allows Emergency Shelters with the granting of a Conditional Use Permit (CUP) by the
Planning Commission within the CR-2 - Commercial Regional-Downtown and CH –
Commercial Heavy Zones. The Development Code does not currently allow for
Emergency Shelters within any residential zones. However, “Homeless Facilities” and
“Social Service Uses/Centers,” which may include overnight stays, are permitted with a
CUP in some residential zones.
In an effort to provide greater flexibility and a streamlined approval process for Emergency
Shelters, the City Council may consider amending the Development Code to allow
Emergency Shelters with a CUP in additional zones and consider applying the
Emergency Shelter Overlay Zone to more properties as deemed appropriate. Possible
Zones to consider allowing Emergency Shelters by right, with a CUP or by applying the
Emergency Shelter Overlay Zone, could include the following:
Zoning District Requirement
(RH) Residential High Conditional Use Permit
(CO) Commercial Office Conditional Use Permit
(CG-1) Commercial General Conditional Use Permit
(IL) Industrial Light Permitted by-right
(PF) Public Facilities Permitted by-right
Once locations are identified, the City will create a map of allowable zones and will also
need to do the following:
•Create an ordinance to update Standards applicable to emergency homeless shelters.
•Determine an alternate means of compliance concerning specific Fire Code
requirements that must at least meet the minimum fire/life safety and building
regulations identified by the City and San Bernardino County Fire Department (i.e.,
occupancy rate, structural requirements, ventilation, etc.).
•Identify a plan/process for streamlining zoning regulations for privately-owned or
operated shelters, including administrative approval of conditional use permits for
shelters, allowing temporary shelters by-right on sites with an approved assembly use
and streamlining approval of City-sponsored shelters on private property that may
otherwise require zoning approvals.
Things the City Can Do by Declaring a Homelessness State of Emergency
If the City Council adopts the Homelessness State of Emergency Declaration, the
effective period of the Homelessness Crisis shall begin on February 1, 2023, and shall
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end on February 1, 2024, with the City Council having to review the declaration every 60
days.
If passed, the Homelessness State of Emergency Declaration would yield several
consequences (see Gov. Code § 8630 et seq). First, the City Manager and/or Mayor and
City Council can promulgate, issue, and enforce rules, regulations, orders and directives
it considers necessary for the protection of life and property. Second, it would expand
some of the City Manager’s powers, allowing him to enter into contracts, pursue grants
and obtain emergency funding from state and federal entities to create additional shelters,
add interim housing, and obtain emergency funding as it becomes available. Third, City
workers would become designated disaster workers and may be used for such purposes.
Should the Declaration pass, the City Manager could be directed to do any or all of the
following:
•Prepare an ordinance adopting California Residential Code Appendix X and California
Building Code Appendix O to serve as alternative local standards and procedures for
the construction of homeless shelters if required, as well as their operation.
•Prepare an interim ordinance (if required) to streamline zoning regulations for
privately-owned or operated shelters, including zoning administrator approval of
conditional use permits for shelters, allowing small temporary shelters by right on sites
with an approved assembly use, and streamlining approval of City-sponsored shelters
on private property that may otherwise require zoning approvals.
•Help with the development of interim housing, tiny homes, and partnerships with
landlords to rent apartments, access land for temporary or permanent housing
structures, dispense funds, approve master leases and speed up permitting
processes. Certain purchases would not have to go out to bid and would not require
City Council approval.
Area For Further Study
Separate and apart from declaring a local emergency, the City could declare a shelter
crisis per Government Code Section 8698 et seq. The recent actions of the City of Los
Angeles and the City of Long Beach were to declare a local emergency. Staff requests
additional time to study this option, analyze the potential benefits and consequences of
taking this action, and report back to the Mayor and City Council.
2021-2025 Strategic Targets and Goals
Declaring a Homelessness State of Emergency will allow staff to identify opportunities to
streamline zoning regulations and explore an administrative approval of Conditional Use
Permits for Emergency Shelters and interim housing thereby allowing unhoused
individuals to exit off the streets into a clean and safe environment where they can
stabilize and get connected to resources and housing. This effort aligns with Key Strategic
Goal No. 3, Improved Quality of Life.
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Fiscal Impact
There is no fiscal impact to declaring a state of emergency. On December 7, 2022,
Council approved over $20 million in American Rescue Plan Act funds towards
addressing homeless-related matters. Declaring a State of Emergency will allow the City
to set policies and prepare Municipal Code changes for City Council consideration to
accelerate the development and operation of Emergency Shelters and interim housing.
Conclusion
It is Recommended that the Mayor and City Council of the City of San Bernardino:
1. Adopt Resolution No, 2023-028 declaring a Homelessness State of Emergency; and
2. Direct the City Manager or his designee the ability to take certain administrative
actions to streamline the provision of shelter to people experiencing homelessness;
and
3. Provide direction to Staff whether or not to prepare an ordinance (1) adopting
California Residential Code Appendix X and California Building Code Appendix O
and/or (2) making amendments to the San Bernardino Municipal Code for its
consideration.
Attachments
Attachment 1: Resolution No. 2023-028 Declaring State of Emergency
Ward:
All Wards
Synopsis of Previous Council Actions: N/A
August 4, 2021 Mayor and City Council received a report and discussed the
allocation of ARPA funds.
December 7, 2022 Mayor and City Council approved a Homelessness Solutions
Action Plan
December 7, 2022 Mayor and City Council authorized the use of over
$20,000,000 in ARPA funds for the development of a
Navigation Center, State of California Homekey Round 3
Projects, Homeless/Street Outreach and a Mobile Shower
Expansion.
December 7, 2022 Mayor and City Council approved $4.5 million to cover
operational expenses associated with the Navigation Center
of a three year span.
December 7, 2022 Mayor and City Council approved On December 7, 2022,
Council approved $613,678 in the first quarter of Fiscal Year
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7
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2023 to increase the number of Public Works employees to
assist with homeless encampment cleanups.
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Resolution No. 2023-028
Resolution No. 2023-028
February 1, 2023
Page 1 of 5
RESOLUTION NO. 2023-028
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA
PROCLAIMING THE EXISTENCE OF A LOCAL
EMERGENCY CAUSED BY CONDITIONS AND
THREATENED CONDITIONS OF HOMELESSNESS
WITHIN THE CITY OF SAN BERNARDINO, WHICH IF
NOT CORRECTED, CONSTITUTES AN IMMINENT AND
PROXIMATE THREAT TO THE SAFETY OF PERSONS
AND PROPERTY IN THE CITY
WHEREAS, San Bernardino Municipal Code Section 2.46.050(A) designates the City
Manager as the Director of Emergency Services (“Director”); and
WHEREAS, San Bernardino Municipal Code Section 2.46.090(A)(1) empowers the
Director to request the Mayor and City Council to proclaim the existence or threatened existence
of a “local emergency”; and
WHEREAS, San Bernardino Municipal Code Section 2.46.020 defines an “emergency”
as an “actual or threatened existence of conditions of disaster or of extreme peril to the safety of
persons and property within [the] jurisdiction…which conditions are or are likely to be beyond the
control of services, personnel, equipment, and facilities of the City, requiring the combined forces
of other political subdivisions to combat”; and
WHEREAS, California Senate Bill 330, approved by the Governor on October 9, 2019,
provided that California has a housing supply and affordability crisis of historic proportions, where
“[t]he consequences of failing to effectively and aggressively confront this crisis are hurting
millions of Californians, robbing future generations of the chance to call California home, stifling
economic opportunities for workers and businesses, worsening poverty and homelessness, and
undermining the state’s environmental and climate objectives”; and
WHEREAS, the California legislature has acknowledged the importance of combating
homelessness and the crisis of housing supply which is supported by California Labor Code
Section 1720(c)(4) where prevailing wage rates do not apply to the construction of rehabilitation
of affordable housing units for low or moderate income persons; and
WHEREAS, in efforts to combat the housing crisis, the California Legislature has
recognized that local governments play a key role in the development of affordable housing,
evidenced by California Government Code Section 65584, which mandates California cities,
towns and counties to undertake all necessary actions to promote and facilitate the development
of housing for its residents, for all income levels; and
WHEREAS, in conjunction with the State’s directives to combat homelessness and
address the housing crisis, the City of San Bernardino (“City”) has designated significant resources
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Resolution No. 2023-028
Resolution No. 2023-028
February 1, 2023
Page 2 of 5
to address homelessness in the City, but the threat to life and property remains at stake beyond the
control of the services, personnel, equipment, and facilities of this City, requiring the combined
forces of other political subdivisions to combat this crisis; and
WHEREAS, the City has at any given time approximately 1,350 people experiencing
homelessness Citywide; and
WHEREAS, according to City’s 2022 Point in Time Count, the number of people
experiencing homelessness in the City increased dramatically in recent years, with an overall rise
in homelessness of 175% since 2017; and
WHEREAS, people experiencing homelessness suffer disproportionately from mental and
physical health ailments and require assistance from the City of San Bernardino, San Bernardino
County Behavior Health Department, and other local, state, and federal health agencies and non-
profit organizations to provide the necessary public services; and
WHEREAS, the homelessness crisis confronting the City has grown both incrementally
and exponentially, leading to death, illness, and deplorable living conditions; and
WHEREAS, the State of California’s COVID-19 State of Emergency, which has provided
resources to keep many San Bernardino residents from falling into homelessness, ends on February
28, 2023, thus requiring immediate action in order to create replacement and additional housing
and shelter, and in order to support the necessary infrastructure and laws required to protect and
provide that shelter and housing; and
WHEREAS, the displacement of the number of people living on the streets of the City
today is a daily recurring emergency, empowering the City Council to declare a state of emergency,
no less than if the emergency was caused by an earthquake, fire, or flood; and
WHEREAS, the City’s ability to mobilize local resources, coordinate interagency response,
accelerate procurement of housing units, use mutual aid, and seek assistance and potential
reimbursement by the State and Federal governments will be critical to successfully responding to
this homelessness crisis; and
WHEREAS, during the pendency of the existence of a local emergency, the City Council
shall retain its full authority to consider a variety of City ordinances to codify the measures
necessary to address this homelessness crisis; and
WHEREAS, on October 27, 2022 the City Council conducted a Homeless Workshop; and
WHEREAS, during the Homeless Workshop staff provided a goal for the City to have
approximately 595 shelter beds. The City currently has only 170 active shelter beds, and is in
immediate need of approximately 425 shelter beds to reach the goal of 595 shelter beds; and
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Resolution No. 2023-028
Resolution No. 2023-028
February 1, 2023
Page 3 of 5
WHEREAS, notwithstanding that the City Council has been and is acting with urgency,
including implementing of a Homeless Action Plan which provides a roadmap to house San
Bernardino residents and building an unprecedented number of supportive housing units and
shelter beds, an emergency declaration is necessary to mobilize resources, save lives, and provide
for the public health, welfare, and safety of all; and
WHEREAS, the City will be setting up a Homeless Task Force, made up of City leaders,
department heads, service providers and advocates that will meet regularly to monitor the
Homeless Action Plan’s progress; and
WHEREAS, the City has responded to the rapid increase in its homeless population with
unprecedented investments into homelessness solutions, including a commitment of over $20
million from its American Rescue Plan Act resources to fund the Homeless Action Plan; and
WHEREAS, the magnitude of loss of life, the continued and disproportionate impact
of the COVID-19 pandemic, and the persistent discriminatory impacts of a lack of housing
warrant and necessitate that the City Council declare the existence of a local emergency; and
WHEREAS, the benefits of this emergency declaration, coupled with past and future
actions by the City Council to address the homelessness crisis, will help ensure that this local
emergency will be of a temporary nature.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2.Pursuant to California Government Code Section 8630 and San Bernardino
Municipal Code section 2.46.090(A)(1), the City Council hereby finds and proclaims the existence
of a local emergency caused by conditions or threatened conditions of homelessness in San
Bernardino which, if not corrected, constitutes a threat to the safety of persons and property within
the territorial limits of the City beyond the control of the services, personnel equipment, and
facilities of the City.
SECTION 3. The City Manager is hereby authorized to furnish information, to enter into
agreements, including, but not limited to, applications and agreements for grant funding, and to
take all actions necessary to obtain emergency assistance from State and federal agencies to
implement preventive measures to protect and preserve the City within the scope of the local
emergency hereby declared. Section 2.46.110 of the San Bernardino Municipal Code provides that
any expenditures made in connection with the emergency activities, including mutual aid
activities, shall be deemed conclusively to be for the direct protection and benefit of the inhabitants
and property of the City. City staff are hereby directed to provide the City Council with a report
of actions taken under this Resolution at the next practicable opportunity, and no less than on a
monthly basis.
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Resolution No. 2023-028
Resolution No. 2023-028
February 1, 2023
Page 4 of 5
SECTION 4. The City shall coordinate its efforts to address this proclaimed emergency
with the other local jurisdictions, the County of San Bernardino, the State of California, and the
federal government.
SECTION 5. The City of San Bernardino requests the Governor and State Legislature to
declare a state of emergency to combat homelessness and direct resources to support the efforts
of major cities in the State of California to address the problem.
SECTION 6. This Proclamation of Emergency shall sunset on February 1, 2024, subject
to being renewed. The setting of a specific time frame allows for actions to be taken to make
permanent, necessary structural changes. Pursuant to California Government Code Section 8630,
the Mayor and City Council shall, by minute action, review the need for continuing the local
emergency at least once every 60 days until it terminates the local emergency.
SECTION 7.Pursuant to Government Code section 3100, in protection of the health and
safety and preservation of the lives and property of the people from emergencies which result in
conditions of extreme peril to life, property and resources, all public employees are hereby declared
disaster service workers subject to such disaster service activities as may be assigned to them by
their superiors or by law.
SECTION 8.The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 9. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 10. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 1st day of February, 2023.
________________________
Helen Tran, Mayor
City of San Bernardino
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Resolution No. 2023-028
Resolution No. 2023-028
February 1, 2023
Page 5 of 5
Attest:
__________________________________
Genoveva Rocha, CMC, City Clerk
Approved as to form:
__________________________________
Sonia R. Carvalho, City Attorney
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of Resolution
No. _____, adopted at a regular meeting held at the 1st day of February, 2023 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this 1st day of February 2023.
______________________________
Genoveva Rocha, CMC, City Clerk
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ITEMS TO BE CONSIDERED FOR FUTURE MEETINGS
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Ben Reynoso, Council Member, 5th Ward
Department:Council Office
Subject:Increase lighting at parks citywide (All Wards)
– Council Member Reynoso
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ITEMS TO BE CONSIDERED FOR FUTURE MEETINGS
City of San Bernardino
Request for Council Action
Date:February 1, 2023
To:Honorable Mayor and City Council Members
From:Theodore Sanchez, Council Member, 1st Ward
Department:Council Office
Subject:Consider repeal of Resolution 2020-265. Issue written
notice directing the Planning Commission, in
accordance with Government Code 65853, to render
within 40 days its report on crushing restrictions of
unfinished materials within 1,000 feet of residentially-
zoned property (All Wards) – Council Member
Sanchez
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