HomeMy WebLinkAbout09-12-2023 Agenda PacketMayor and City Council of the City of San Bernardino Page 1
CITY OF SAN BERNARDINO
AGENDA
FOR THE
SPECIAL 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
TUESDAY, SEPTEMBER 12, 2023
5:30 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.
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Current Year 2023> Meeting Date
Mayor and City Council of the City of San Bernardino Page 2 Printed {{meeting.compile_datetime}}
CALL TO ORDER
Attendee Name
Council Member, Ward 1 Theodore Sanchez
Council Member, Ward 2 Sandra Ibarra
Council Member, Ward 3 Juan Figueroa
Mayor Pro Tem, 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 McNeely
City Attorney Sonia Carvalho
City Clerk Genoveva Rocha
5:30 P.M.
INVOCATION AND PLEDGE OF ALLEGIANCE
PUBLIC COMMENTS FOR ITEMS LISTED ON THE AGENDA
CONSENT CALENDAR
1.Agreement with Southern California Edison (SCE) for Charge Ready Program.
(Wards 1 & 3) p. 9
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
authorizes the City Manager and staff to negotiate, finalize, and execute the draft SCE
Charge Ready Charging Infrastructure and Rebate Participation Agreements, plans,
amendments, and program required documents.
DISCUSSION
2.Discussion of Debt Issuance Options for the City of San Bernardino p. 62
Recommendation:
Receive and file a report on the options for debt issuance.
3.Establish the Economic Development Advisory Ad Hoc SubCommittee (Wards 1 & 3) p. 70
Recommendation:
1.Adopt Resolution No. 2023146 of the Mayor and City Council of the City of San
Bernardino, California, establishing the Economic Development Advisory Ad Hoc Sub
Committee.
2.Mayor to appoint three (3) Councilmembers to the subcommittee.
Mayor and City Council of the City of San Bernardino Page 3 Printed {{meeting.compile_datetime}}
4.Strategic Initiatives (All Wards) p. 76
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1.Adopt Resolution No. 2023144:
a.Approving and authorizing the Agency Director of Administrative Services
to amend the City of San Bernardino’s FY 2023/24 Operating Budget
totaling $5,705,188 with $3,435,188 in General Fund Strategic Reserve
appropriations, $1,700,000 in General Fund Capital Contingency Reserve
appropriations, and $570,000 in Cultural Development Fund
appropriations; and
b.Approving the creation of the Economic Development Department; and
c.Directing staff to prepare and bring back a revised City salary schedule to
include any new positions that are budgeted.
2.Approve the Proposed Strategic Initiatives for Future Years to be considered as
part of the FY 2024/25 & FY 2025/26 Biennial Budget process and prioritize the
Strategic Initiatives for funding.
3.Direct staff to bring back Strategic Initiatives that require further Council review
and approval.
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
Wednesday, October 4, 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 September 12, 2023, Special 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 Thursday, September 7, 2023.
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 4 Printed {{meeting.compile_datetime}}
NOTICE OF A SPECIAL MEETING OF THE
MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO
DATE: Thursday, September 7, 2023
SUBJECT: Special Meeting on Tuesday, September 12, 2023
NOTICE IS HEREBY GIVEN that at the September 6, 2023, Regular Meeting
the Mayor, with a consensus of the City Council of the City of San Bernardino, called a
Special Meeting for Tuesday, September 12, 2023, at 5:30 p.m.
Said meeting shall be for the purpose of considering the following:
CONSENT CALENDAR
1. Agreement with Southern California Edison (SCE) for Charge Ready Program.
(Wards 1 & 3)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
authorizes the City Manager and staff to negotiate, finalize, and execute the draft SCE
Charge Ready Charging Infrastructure and Rebate Participation Agreements, plans,
amendments, and program required documents.
DISCUSSION
2. Discussion of Debt Issuance Options for the City of San Bernardino
Recommendation:
Receive and file a report on the options for debt issuance.
3. Establish the Economic Development Advisory Ad Hoc SubCommittee (Wards 1 & 3)
Recommendation:
1. Adopt Resolution No. 2023146 of the Mayor and City Council of the City of San
Bernardino, California, establishing the Economic Development Advisory Ad Hoc
Sub Committee.
2. Mayor to appoint three (3) Councilmembers to the subcommittee.
4. Strategic Initiatives (All Wards) Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1. Adopt Resolution No. 2023144:
a. Approving and authorizing the Agency Director of Administrative Services
to amend the City of San Bernardino’s FY 2023/24 Operating Budget
totaling $5,705,188 with $3,435,188 in General Fund Strategic Reserve
appropriations, $1,700,000 in General Fund Capital Contingency Reserve
appropriations, and $570,000 in Cultural Development Fund appropriations;
and
b. Approving the creation of the Economic Development Department; and
c. Directing staff to prepare and bring back a revised City salary schedule to
include any new positions that are budgeted.
2. Approve the Proposed Strategic Initiatives for Future Years to be considered as part
of the FY 2024/25 & FY 2025/26 Biennial Budget process and prioritize the Strategic
Initiatives for funding.
3. Direct staff to bring back Strategic Initiatives that require further Council review and
approval.
Mayor and City Council of the City of San Bernardino Page 5 Printed {{meeting.compile_datetime}}
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 Wednesday,
October 4, 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.
Genoveva Rocha, CMC, City Clerk
Mayor and City Council of the City of San Bernardino Page 6 Printed {{meeting.compile_datetime}}
NOTICE:
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
on the agenda, 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 during the period reserved for public comments.
In accordance with Resolution No. 201889 adopted by the Mayor and City Council on March 21,
2018, the following are the rules set forth for Public Comments and Testimony:
Public Comments and Testimony:
Rule 1. Public comment shall be received on a first come, first served basis. If the presiding
officer determines that the meeting or hearing may be lengthy or complicated, the presiding
officer may, in his or her discretion, modify these rules, including the time limits stated below.
Rule 2. All members of the public who wish to speak shall fill out a speaker' s reservation card
and turn in the speaker reservation card to the City Clerk prior to the time designated on the
agenda. Comments will be received in the order the cards are turned in to the City Clerk. Failure
of a person to promptly respond when their time to speak is called shall result in the person
forfeiting their right to address the Mayor and City Council.
Rule 3. The presiding officer may request that a member of the public providing comment
audibly state into the microphone, if one is present, his or her name and address before
beginning
comment. If that person is representing a group or organization the presiding officer may request
that the speaker identify that group or organization, including that group or organization' s
Address.
Rule 4. Notwithstanding the provisions of Rule 2 and 3 above, a person shall not be required to
provide their name or address as a condition of speaking.
Rule 5. Time Limits:
5. 01 Each member of the public shall have a reasonable time, not to exceed three ( 3)
minutes per meeting, to address items on the agenda and items not on the agenda
but within the subject matter jurisdiction of the Mayor and City Council.
5. 02 Notwithstanding the time limits set forth in subsection 5. 01 above, any member of
the public desiring to provide public testimony at a public hearing shall have a
reasonable time, not to exceed ( 3) minutes, to provide testimony during each
public hearing.
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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 Printed {{meeting.compile_datetime}}
ALTERNATE MEETING VIEWING METHOD:
If there are issues with the main live stream for the Mayor and City Council you may view
the alternate stream on TV3
https://reflectsanbernardino.cablecast.tv/CablecastPublicSite/watch/1?
channel=6
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: https://tinyurl.com/mccpubliccomments
3) REMOTE PARTICIPATION VIA ZOOM (For public comment only meeting will not be
viewable on Zoom)
Submit a request to speak by 4:00 p.m. to https://tinyurl.com/mccpubliccomments or email
publiccomments@sbcity.org. Please indicate whether you are speaking on an item on the
agenda (identify the item number) or providing a general comment.
Please use identifying information when submitting your request to speak such as a name or last
four digits of your phone number so that staff can call on you.
The public may begin joining the meeting on Zoom or by callingin to be added to the speaker
queue at 5:15 PM for Closed Session.
For the Regular Meeting please log on no later than 15 minutes after the meeting start time.
Mayor and City Council of the City of San Bernardino Page 9 Printed {{meeting.compile_datetime}}
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:2023
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. If you are calling in, please turn your
volume down on your television or other devices to limit any feedback when you speak.
Continued next page...
8) Join the Meeting by clicking on the Zoom link below:
https://sbcityorg.zoom.us/j/6778459453?pwd=WHduYlU3clJxRklxTFJ2M2xtUlZhZz09
Meeting ID: 677 845 9453
Passcode:2023
You can also Go to Zoom.us and click "Join a Meeting" at the top.
Enter the Meeting ID: 6778459453
Passcode:2023
Public Hearings:
If you are commenting on a Public Hearing whether you are speaking remotely or in person you
have an opportunity to speak until the Public Hearing has been closed.
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:September 12, 2023
To:Honorable Mayor and City Council Members
From:Charles E. McNeely, Interim City Manager
Daniel Hernandez, Agency Director of Public Works,
Operations, and Maintenance
Department:Public Works
Subject:Agreement with Southern California Edison
(SCE) for Charge Ready Program. (Wards 1 & 3)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, authorizes the City Manager and staff to negotiate, finalize, and execute the
draft SCE Charge Ready Charging Infrastructure and Rebate Participation
Agreements, plans, amendments, and program required documents.
Executive Summary
Staff is requesting the Council to approve the execution of the agreements and
purchase and installation of 30 EV charging station ports to be installed, 10 each, at
the City Yard, City Hall, and Police Station. The cost to purchase and install the
charging stations is estimated at $150,000 for the 30 charging ports including Public
Works staff management, design, and administration fees. SCE will design and
construct the infrastructure to facilitate 30 EV charging ports at three City Facilities (City
Yard, Police Station, and City Hall) at no cost to the City.
Background
This $432M program was launched in the summer of 2021 with the goal of supporting
the installation of approximately 38,000 charging ports across its service area over five
years (2021-2025). This program supports the objectives of the SCAG Accelerated
Electrification Team (AET), a cross departmental team, that supports the region’s
objectives of Transportation Electrification and Clean Mobility across modes including
passenger, freight, transit and micromobility.
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Discussion
The Charge Ready Program covers:
Covers make-ready infrastructure up to charging station stub-outs (SCE built).
Electric Vehicle Supply Equipment (EVSE) rebate to help offset equipment
and installation costs.
For multifamily Disadvantaged Community (DAC) customers, customers can
choose to own EVSE and receive a rebate for maintenance and networking on top
of the EVSE rebate.
Rebates of up to $2,900 are available for each L2 charging port for DAC
communities.
This program provides significant financial and technical assistance to install charging
stations.
SCE will supply and install the step-down transformers, build the meter pedestals, and
do the trenching up to the stub-outs free of charge. Staff’s estimate for the purchase
and installation of the 30 charging station ports is $150,000.
2021-2025 Strategic Targets and Goals
Reduce air pollution by encouraging the purchase and use of electric vehicles.
Fiscal Impact
There is no General Fund Impact associated with this action. Fund 111, AB2766 Air
Quality has sufficient funds within the approved FY 23/24 budget.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, authorizes the City Manager and staff to negotiate, finalize, and execute the
draft SCE Charge Ready Charging Infrastructure and Rebate Participation
Agreements, plans, amendments, and program required documents.
Attachments
Attachment 1 - Draft Charging Infrastructure and Rebate Program Agreement for City
Yard
Attachment 2 - Draft Charging Infrastructure and Rebate Program Agreement for
Police Station
Attachment 3 - Draft Charging Infrastructure and Rebate Program Agreement for
City Hall
Ward:
First Ward; Third Ward
Synopsis of Previous Council Actions:
None
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Charge Ready
Charging Infrastructure and Rebate
Participation Agreement
This Charge Ready Charging Infrastructure and Rebate Participation Agreement
(Agreement) sets forth the terms and conditions for Program Participant to participate
in the Program. Pursuant to the terms of this Agreement, SCE will (1) install the
Infrastructure (as defined herein) at no cost to the Program Participant; and, (2)
if applicable, remit the Charging Equipment Rebate, and/or the Maintenance and
Networking Rebate after all terms and conditions have been met by the Program
Participant.
All Program Participants are eligible for no-cost installation of the utility-side and
Customer-Side Make-Ready Infrastructure.
Program Participant hereby agrees to the following terms and conditions of the Charge
Ready Charging Infrastructure and Rebate Program (the “Program”).
APPROVED CHARGING PORTS
1.Total Number of Approved Charging Ports:
The commitment to procure and install the number of approved Charging
Ports applies whether or not the Program Participant is eligible to also receive
a rebate for the installed charging equipment, as SCE will design and install
the Infrastructure based on this commitment.
The Program Participant is required to install the quantity and power level of
approved Charging Ports set forth in this Agreement. Failure to procure and install
the agreed upon number may lead to termination of this Agreement, at SCE’s
discretion.
Number of Charging Ports and Power Levels approved by SCE.
Power Level (L1) Port count: 0
Power Level (L2) Port count: 10
Power Level (DCFC) Port count: 0
2.Rebates (if applicable):
2.1.Charging Equipment Rebate
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If Program Participant is eligible to receive a rebate for the purchase and
installation of charging equipment, the rebate amount paid to the Program
Participant will be reduced to ensure that when combined with any other third-
party rebates or incentives, the total rebate received by Program Participant does
not exceed the Program Participant’s total costs for procuring and installing the
equipment. Following the successful installation of the Charging Equipment,
the Program Participant will certify whether it has received any other third-party
rebates or incentives, so that SCE can determine the appropriate rebate payment.
The following table reflects that rebate values in effect at the time this agreement
was issued:
Charging Infrastructure and
Rebate
DAC
Excluding
Fortune 1000* Multi-Family
Others
Including
Fortune 1000*
L2 $2,900 $1,450 $725
2.2.Maintenance and Networking Rebate
This rebate option is only available to Multi-Family Property sites located in a
designated top quartile DAC. The rebate provides a one-time payment intended
to offset the maintenance, networking and warranty costs associated with owning
and operating L2 charging equipment. This rebate is intended to cover most of
the costs associated with 10 years of the equipment’s operation. The total rebate
received by Program Participant will not exceed the Program Participant’s actual
costs.
APPROVED SITE LOCATION AND DESIGN
3.Description of Approved Location at the Site:
Brief description of the mutually approved location on the Program Participant’s Site
where Infrastructure will be installed.
Site Description: City Corporate Yard CNG station
Site Address: 234 S MOUNTAIN VIEW AVE, SAN BERNARDINO, CA, 92408
4.Conceptual Design of the Infrastructure deployment at Program
Participant’s Site:
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Program participant has reviewed and approved the Conceptual Design, as provided
by SCE, showing the location within the Site where SCE will deploy the charging
infrastructure. MAKE-READY INFRASTRUCTURE WORK
5.The Make-Ready Infrastructure:
If the Program Participant elects to have SCE install the entire Make-Ready
Infrastructure, SCE will do so at no cost to the Program Participant. In this case,
the Make-Ready Infrastructure will be part of the “Infrastructure” as defined in this
Agreement.
SCE-installed Customer-Side Make-Ready Infrastructure.
PROGRAM PARTICIPATION TERMS AND CONDITIONS
Program Participant agrees that its participation in the Program is subject to the
following terms and conditions:
6.Definitions:
6.1.AHJ – Authority Having Jurisdiction: The responsible government
entity having geographically-based jurisdiction that typically approves,
inspects, and permits construction projects (e.g., City, County, Fire,
Division of State Architect, etc.).
6.2.Approved Product List: The list of Charging Equipment qualified by
SCE and meeting SCE’s technical requirements. Program Participant
must select Charging Equipment from the Approved Product List to
receive applicable Charging Equipment Rebate (if available).
6.3.Disadvantaged Communities as defined by CalEPA: see
Disadvantaged Communities.
6.4.Charging Equipment: Qualifying Charging Equipment that meets the
technical specifications set forth by SCE. Charging Equipment that
qualifies for the Rebate, if available, are listed in the Approved Product
List, which can be found on SCE’s website at www.SCE.com/APL. See
also Power Levels.
6.5.Charging Equipment Supplier: The entity from which the Charging
Equipment is purchased.
6.6.Charging Equipment Rebate: Financial reimbursement paid to an
eligible Program Participant, or its designee, pursuant to this Agreement,
to off-set a portion of the purchase of approved Charging Equipment.
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6.7.Charging Ports: See Charging Stations.
6.8.Charging Stations – EV Charging Equipment: EV Charging Equipment
interconnects with the electricity grid at a charging site to an electric
vehicle, whether using alternating current (AC) or direct current (DC). An
individual charging station unit may contain one or more charging ports
for the purpose of connecting the electric vehicle to a grid connected
power source capable of recharging the vehicle’s battery pack. The
individual connectors of the Charging Station are referred to as ports
(referred to in this agreement as Charging Ports). Each charging station
may charge one or more vehicles depending on the number of ports with
which each unit is equipped. For dual-port stations, power cannot be
throttled during non-DR events and each port must be able to deliver full
power to both vehicles that are charging simultaneously. For example,
a dual-port L2 station rated at 7.2 kW must be able to deliver 7.2 kW of
power to both vehicles when two vehicles are charging simultaneously.
6.9.Commitment Period: The ten (10) year period where Program
Participant must maintain all Charging Equipment in working order at the
Site. The Commitment Period will commence on the In-Service Date of
the Charging Equipment.
6.10.Conceptual Design: Map and related documents, as applicable, that
show the proposed layout of the Infrastructure and Charging Equipment,
including but not limited to, conduit routing and equipment placement.
6.11.California Public Utilities Commission (CPUC): The California state
regulatory agency that is responsible for regulating privately owned
electric, natural gas, telecommunications, water, railroad, rail transit, and
passenger transportation companies.
6.12.CPUC’s Transportation Electrification Safety Requirements
Checklist: The Safety Requirements Checklist applies to CPUC-
Approved Transportation Electrification Programs and can be
downloaded from: www.cpuc.ca.gov/WorkArea/DownloadAsset.aspx?
id=6442458882
6.13.Customer-Side Infrastructure: See “Make-Ready Infrastructure.”
6.14.Customer-Side Make-Ready Rebate: The rebate intended to offset
a portion of the Participant’s costs if Participant elects to perform the
Customer-Side Make-Ready Infrastructure work, following the completed
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installation of the Make-Ready Infrastructure and submission of required
documentation.
6.15.Demand Response: Demand Response (DR) programs encourage a
reduction of electricity use during certain time periods, typically during
on-peak hours or when demand for electricity is high, and/or can provide
incentives to use electricity during periods of excess generation or when
demand for electricity is lower.
6.16.Disadvantaged Communities (DACs): Census tracts in SCE’s service
territory with a top quartile score according to California Environmental
Protection Agency’s California Communities Environmental Health
Screening Tool. SCE will use the current applicable version of the
CalEnviroScreen tool to verify site status.
6.17.Enrollment Portal: The website where Program Participants can apply
for the Program, check application status, and upload most required
documents.
6.18.Electric Vehicle Infrastructure Training Program (EVITP)
Certification: The document certifying an electrician has gone through
the Electric Vehicle Infrastructure Training Program process. For more
information, please visit https://www.evitp.org.
6.19.Fortune 1000: Fortune 1000 companies include companies listed on the
Fortune 1000 list, subsidiaries of Fortune 1000 companies, corporate
stores of Fortune 1000 companies, and international companies with
annual revenue at or above the lowest cutoff point in Fortune 1000.
6.20.Final Design: Map and related documents, as applicable, that show the
proposed layout of the Infrastructure and Charging Equipment, including
but not limited to, conduit routing and equipment placement. The Final
Design is the engineered construction drawing submitted for permitting
and will be completed after this Agreement is executed and prior to start
of construction.
6.21.Final Invoice: Statement of the total amount paid by Program Participant
to Charging Equipment Supplier(s) for the purchase, and installation of
the Charging Equipment.
6.22.Grant of Easement: A contractual agreement to grant right of way
for SCE to construct, maintain, operate, and repair any SCE-installed
infrastructure.
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6.23.In-Service Date: The earliest date on which the EV Charging Equipment
is installed and operational.
6.24.Infrastructure: The necessary Infrastructure on both the utility-side
and customer-side of the electric meter (i.e., “make-ready”) that SCE
will design, construct, and install at no cost to the Program Participant
pursuant to this Program. Infrastructure, as defined herein, does NOT
include (1) purchase or installation of the Charging Equipment; or (2)
the customer-side portion of the Make-Ready Infrastructure, if the
Program Participant elects the self-installed Customer-Side Make-Ready
Infrastructure option.
6.25.Make-Ready Infrastructure: Infrastructure located on both the utility-side
and customer-side of the meter is also referred to as the Make-Ready
Infrastructure. The Utility-Side Infrastructure includes all infrastructure
work from SCE’s distribution system to a new circuit panel that will
be installed to support EV charging. SCE will always be responsible
for designing, procuring, installing, and maintaining the necessary
infrastructure located on the utility side of the meter. The Customer-Side
Make-Ready Infrastructure includes all infrastructure from the new panel
that will be set as part of the Utility-Side Infrastructure work, up to the
first point of interconnection with the Participant’s Charging Equipment.
Participants will have the option to have SCE perform the Customer-Side
Make-Ready Infrastructure work or perform that work themselves and
qualify to receive the Customer-Side Make-Ready Rebate.
6.26.Make-Ready Rebate: See Customer-Side Make-Ready Rebate.
6.27.Multi-Family Property (also referred to as multi-unit dwelling, or MUD).
The definition for enhance rebate qualifying sites include:
6.27.1.Residential properties – Structures that are designed to
accommodate two or more tenants with shared parking areas.
6.27.2.Apartment Buildings – Structure(s) containing two or more
dwelling units that may also include common areas and facilities,
e.g., entrances, lobby, elevators or stairs, mechanical space, walks,
grounds, recreational facilities, and parking both covered and open.
6.27.3.Retirement Communities, Townhomes, Condominiums –
Residential communities with shared parking areas managed by an
HOA or an equivalent association.
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6.27.4.Mobile Home Parks – Residential mobile home communities with
shared parking areas.
6.27.5.University & Military Housing – Student or military housing units
or apartments with individual cooking facilities (except conventional
dormitories and barracks with cafeteria type kitchens).
6.27.6.Timeshares – Vacation property communities with shared parking
areas managed by an HOA or an equivalent association.
6.27.7.Public Parking with Dedicated Overnight Resident Passes –
Public parking lots designated for nearby multi-family residents for
overnight parking. Charging Stations can be open for public use during
day-time hours.
6.28.Network Service Provider: The third-party entity that will provide
Network Services for the Charging Equipment. The Network Service
Provider will be required to transmit port level data and other information
to SCE complying with Program requirements.
6.29.Ports: See Charging Stations.
6.30.Power Levels: Charging Equipment Power Levels.
Level 1 (L1) Charging: Low power charging, typically at or below
120 volts.
Level 2 (L2) Charging: Medium power charging, typically delivered
between 220 and 240 volts.
Direct Current Fast Charging (DCFC): Charging equipment that
provide a high-power DC current, and for this program at least 50
kW, to the electric vehicle's battery without passing through any
onboard AC/DC converter, which means the current is connected
directly to the battery.
6.31.Preliminary Design: The set of engineered, working drawings of the
Infrastructure. The design includes project specifications, conduit routing,
electrical equipment specifications and calculations, project related Site
improvements and construction details
6.32.Program: Also referred to as the Charge Ready Charging Infrastructure
and Rebate Program. This Program is designed to help Program
Participants install the charging infrastructure needed to enable drivers to
refuel their light-duty electric vehicles.
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6.33.Program Guidelines: Program reference documents developed by SCE
that provide program information, including but not limited to the program
participation requirements.
6.34.Program Participant: The SCE non-residential entity that enters into this
Agreement.
6.35.Property Owner/Site Owner: Individual or entity authorized
representative of entity holding title in the Site where the Charging
Equipment and Infrastructure will be located.
6.36.Rebate Payment: The payment made by SCE to Program Participant, or
its designated assignee, after the eligible Program Participant procures
and installs the Charging Equipment, meets the qualification requirements
for the Customer-Side Make-Ready Rebate, and/or the Maintenance and
Networking Rebate, in accordance with this Agreement, as verified by
SCE, in SCE’s sole discretion.
6.37.Site: The premises, owned, leased or operated by Program Participant,
where the Charging Equipment will be installed.
6.38.Time-of-Use (TOU) Rate Plans: Rate plans which feature energy
charges that vary based on the time of day, the day of the week, and the
season. Some plans also include demand charges that are based on the
maximum amount of electricity your business uses at once.
6.39.Utility-Side Infrastructure: See Make-Ready Infrastructure.
7.Eligibility.
Program Participant certifies that it meets, and will continue to meet
throughout its participation in the Program, all eligibility requirements of the
Program, including, but not limited to:
7.1.Program Participant is a non-residential SCE entity with at least one
active service account.
7.2.The installation site is located in SCE’s service territory.
7.3.Program Participant agrees to provide, or cause the Site Owner to
provide, SCE with the rights of way across public or private property
(as applicable) and to obtain any necessary permits to install Charging
Equipment, without cost to SCE.
7.4.Program Participant will comply with all Program requirements outlined in
the Charge Ready Program Guidelines.
8.Additional Representations of Program Participant during the Term of
the Agreement.
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Program Participant:
8.1.Program Participant agrees to purchase and install the Charging
Equipment, as set forth in this Agreement. Program Participant agrees
that the number of Charging Ports and their charging power level set forth
in Section 1 cannot be modified after execution of this Agreement, without
express written consent of SCE, at SCE’s discretion.
8.2.All charging equipment must be selected from SCE’s Approved Product
List (APL) or otherwise approved by SCE for installation under this
Program, in a quantity approved by SCE.
8.3.Program Participant agrees to have APL listed charging equipment
installed by a qualified C-10 licensed and insured contractor.
8.4. Agrees to ensure their EVSE equipment installer follows all relevant
State and local codes, and AHJ permitting requirements. All installed
equipment must be correctly rated for the location where it will be
installed (outdoor rated if applicable, conforming with ventilation
requirements). The EV charging current shall not exceed 80% of the
branch circuit rating. All EVSE installations must comply with the SB350
safety requirement checklist.
8.5.Agrees to ensure their EVSE equipment installer will not install and
energize any EVSE or associated equipment capable of generation or
bidirectional operation without Permission to Operate from SCE.
8.6.Agrees to procure, own, install, operate, and maintain the Charging
Equipment in good working order at the site for a minimum of ten (10)
years from the In-Service Date of Charging Equipment (“Commitment
Period”).
8.7.Agrees that, if at any time during the Commitment Period the Charging
Equipment is replaced, only SCE approved EVSE will be installed and all
associated costs will be the responsibility of the Program Participant.
8.8.Agrees to contract with a qualified electric vehicle charging equipment
Network Service Provider approved by SCE to record and transmit EV
charging usage and other data to SCE.
8.9.Program Participant authorizes SCE to act on Program Participant’s
behalf to voluntarily grant a Third Party access to receive information
relating to Charging Station data, billing records, billing history, pricing
information, and all meter usage data used for bill calculation for all
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meters participating in this Program. This authorization expires ten (10)
years from the Charging Equipment’s In-Service Date.
8.10.Program participant authorizes the use of the collected Charging Station
and related meter and billing data for regulatory reporting, program
evaluation, industry forums, case studies or other similar activities, in
accordance with applicable laws and regulations.
8.11.Acknowledges and agrees that the actual Make-Ready Infrastructure may
vary from the Conceptual Design, if, in SCE’s sole discretion, actual Site
conditions or AHJ direction requires such changes.
8.12.Acknowledges that funding pursuant to this Agreement is only reserved
after SCE receives a copy of this Agreement signed by Program
Participant and Property Owner (if different from Program Participant).
The Program Participant also acknowledges that reserved funding may
be withdrawn, and SCE may terminate this Agreement, both in SCE’s
sole discretion, if Program Participant breaches the Agreement.
8.13.Agrees to comply with the established timelines and required
documentation set forth in the Program Guidelines.
8.14.Represents and warrants that if Program Participant has applied for or
received any other incentives or rebates for the Charging Equipment,
Customer-Side Make-Ready Infrastructure, or Charging Equipment
Maintenance and Networking program Participant shall notify SCE of
any such incentives or rebates as soon as reasonably practicable. In the
event that any such incentives or rebates, when combined with Program
rebates, would reimburse Program Participant for more than 100 percent
of their costs, SCE shall decrease the issued rebate amount if not yet
paid, or if already paid, submit a reimbursement request to the Program
Participant for the amount of the Rebate Payment exceeding 100 percent
of the Participants costs.
8.15.Program Participant agrees that the electricity meter(s) associated with
the EV charging equipment will be provided service under a TOU rate
plan.
8.16.Participants must enroll in at least one qualifying Demand Response
Program.
8.17.Agrees to ensure information of newly installed Charging Equipment,
if accessible to the general public, will be registered with the US
Department of Energy’s Alternative Fuel Data Center (https://
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afdc.energy.gov/stations/#/analyze), and with the US Department of
Energy’s EV Charging Station Locations mapping tool, accessible at
(https://www.afdc.energy.gov/fuels/electricity_locations.html#/find/
nearest?fuel=ELEC), and that only one set of information is reported
between the Program Participant and Charging Equipment Supplier.
8.18.Agrees to submit a completed IRS tax form W-9, and California Franchise
Tax Board form 590 if applicable, or to provide line items from those
forms as SCE may request, in order for SCE to process any Rebate
Payment.
8.19.Represents and warrants that the execution and delivery of this
Agreement, and the performance by Program Participant of its obligations
under this Agreement, have been duly and validly authorized, and this
Agreement is a legal, valid and binding obligation of Program Participant.
8.20.SCE, at its sole discretion and in accordance with its applicable tariffs,
design standards, and AHJ permitting requirements, will locate, design,
and install the utility-side, and possibly the customer-side Infrastructure
depending on the Participants choice. SCE is responsible for all
costs associated with Infrastructure deployed by SCE pursuant to this
Agreement.
8.21.SCE will pay the Charging Equipment Rebate, if applicable, after SCE
has verified correct installation of the Charging Equipment, consistent
with this Agreement, subject to Program Participant meeting all Program
requirements. The actual Charging Equipment Rebate Payment amount
shall not exceed the actual reasonable costs of the Charging Equipment,
and its installation, as set forth in the Final Invoice(s) and consistent
with the Program Participant’s contract with the Charging Equipment
Supplier(s) and installers.
8.22.SCE will pay the Maintenance and Networking Rebate to qualifying
participants following the installation of the Charging Equipment and
subject to Program Participant meeting all Program requirements.
8.23.For sites that qualify to participate under the Multi-Family Property sites
definition by providing Public Parking with Dedicated Overnight Resident
Passes, Participant agrees to ensure that overnight parking will be
reserved and dedicated for nearby multi-family residents for the duration
of the commitment period.
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8.24.Agrees to participate in SCE sponsored customer satisfaction and other
surveys following completion of the Project, upon request of SCE.
9.Term and Termination:
9.1.Term: The term of this Agreement shall begin upon the date that both
Parties have signed the Agreement and end ten (10) years from the In-
Service Date of the Charging Equipment, unless otherwise terminated
earlier pursuant to this Agreement (“Term”).
9.2.Termination: If the Program Participant fails to comply with any of the
terms and conditions of this Agreement, SCE, in its sole discretion, may
terminate this Agreement after sending Program Participant a notice
of default that remains uncured for five (5) business days from receipt,
except in the case of a safety or security violation, in which case, SCE
may terminate the Agreement immediately and take all other necessary
actions, including but not limited to, disconnecting power to the Charging
Equipment, in SCE’s sole discretion, to cure such safety or security
violation(s).
9.3.Termination Costs: If this Agreement is terminated prior to the end of the
Term because (1) Program Participant terminates its participation in this
Program, (2) Program Participant, prior to the end of the Commitment
Period, fails to install, or removes without replacing, the Charging
Equipment or Program Participant-owned make-ready infrastructure,
if applicable; or (3) SCE terminates this Agreement due to Program
Participant’s failure to comply with the terms and conditions of the
Agreement, in accordance with Section 9.b. (Termination) hereof, the
Program Participant shall pay (a) all costs actually incurred, or committed
to be incurred, by SCE, as of the termination date, in connection with
designing and deploying the Infrastructure at the Site; and (b) the Rebate
Payment (if already paid). If the Charging Equipment or the Make-Ready
Infrastructure, if applicable, are installed, the amount due to SCE for
both (a) and (b) above will be prorated over a ten-year period, beginning
from the In-Service Date of the Charging Equipment. SCE will invoice the
Program Participant for such costs, and Program Participant shall pay
such invoice within sixty (60) days of receipt.
10.Indemnification and Liability; No Representations or Warranties
10.1.Program Participant understands that SCE makes no representations
regarding manufacturers, dealers, contractors, materials or workmanship
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of the Charging Equipment. Further, SCE makes no warranty, whether
express or implied, including without limitation the implied warranties of
merchantability and fitness for any particular purpose, use, or application
of the products and services under the Program. Program Participant
agrees that SCE has no liability whatsoever concerning (1) the quality,
safety or installation of such products, including their fitness for any
purpose, (2) the workmanship of any third parties, (3) the installation
or use of the products. Program Participant hereby waives any and all
claims against SCE, its parent companies, directors, officers, employees,
or agents, arising out of activities conducted by or on behalf of SCE
under the Program. Without limiting the generality of the foregoing,
Neither SCE nor Program Participant shall be liable hereunder for any
type of damages, whether direct, or indirect, incidental, consequential,
exemplary, reliance, punitive or special damages, including damages
for loss of use, regardless of the form of action, whether in contract,
indemnity, warranty, strict liability or tort, including negligence of any kind.
10.2.Indemnification of SCE. To the fullest extent permitted by law, Program
Participant shall, at SCE’s request, indemnify, defend, and hold harmless
SCE, and its parent company, subsidiaries, affiliates, and their respective
shareholders, officers, directors, employees, agents, representatives,
successors, and assigns (collectively, the “Indemnified Parties”), from and
against any and all claims, actions, suits, proceedings, losses, liabilities,
penalties, fines, damages, costs, or expenses, including without limitation
reasonable attorneys’ fees (a “Claim”), resulting from (a) any breach of
the representations, warranties, covenants, or obligations of Program
Participant under this Agreement, (b) any act or omission of Program
Participant, whether based upon Program Participant’s negligence,
strict liability, or otherwise, in connection with the performance of this
Agreement, or (c) any third-party claims of any kind, whether based upon
negligence, strict liability, or otherwise, arising out of or connected in any
way to Program Participant’s performance or nonperformance under this
Agreement. This indemnification obligation shall not apply to the extent
that such injury, loss, or damage is caused by the sole negligence or
willful misconduct of SCE.
10.3. Responsibility for Repairs. If Participant -installed equipment damages
SCE-owned Infrastructure, Participant will be responsible for any costs
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associated with making any necessary repairs. If SCE identifies an
improper installation of Participant-installed equipment, Participant agrees
to pay for and be responsible for making any necessary corrections in the
manner requested by SCE.
10.4.Defense of Claim. If any Claim is brought against the Indemnified Parties,
Program Participant, at SCE’s request, shall assume the defense of such
Claim, with counsel reasonably acceptable to the Indemnified Parties,
unless in the opinion of counsel for the Indemnified Parties a conflict
of interest between the Indemnified Parties and Program Participant
may exist with respect to such Claim. If a conflict precludes Program
Participant from assuming the defense, then Program Participant shall
reimburse the Indemnified Parties on a monthly basis for the Indemnified
Parties’ defense costs through separate counsel of the Indemnified
Parties’ choice. If Program Participant assumes the defense of the
Indemnified Parties with acceptable counsel, the Indemnified Parties,
at their sole option and expense, may participate in the defense with
counsel of their own choice without relieving Program Participant of any
of its obligations hereunder.
11.Miscellaneous
All Applicable Tariffs Apply. All applicable SCE tariffs apply to service provided
pursuant to this Agreement, with the following exceptions:
11.1.Rules 15 and 16. Distribution Line and Service Extensions: Because SCE
will design and install the Infrastructure at no cost to Program Participant,
sections in Rules 15 and 16 that address applicant responsibilities or
options are not applicable to Program Participants while participating in
the Charge Ready Charging Infrastructure and Rebate Program. This
may include, but is not limited to, allowances, contributions or advances,
payments, refunds, and design and installation options. This exception
does not apply to certain responsibilities found in Rule 16, such as, but
not limited to, Section A.10, providing rights of way or easements; Section
A.11, providing access to the location; and Section D.1, providing a clear
route for the Service Extension.
11.2.Survival. Program Participant’s obligation to pay Termination Costs
and to indemnify the Indemnified Parties shall survive the expiration or
termination of this Agreement.
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11.3.Assignment. Program Participant shall not assign this Agreement without
the prior written consent of SCE; to be granted or denied in SCE’s sole
discretion. Any assignment and assumption shall be in a form acceptable
to SCE, in SCE’s sole discretion.
11.4.All applicable SCE tariffs apply to service provided pursuant to this
Agreement including, but not limited to, the applicable provisions of SCE’s
Charge Ready Program (CRP) Tariff Schedule filed with the California
Public Utilities Commission. This Agreement shall be subject to such
changes or modifications by the Public Utilities Commission of the State
of California, as said Commission may, from time to time, direct in the
exercise of its jurisdiction.
11.5.Should a conflict exist between the Charge Ready Program Guidelines
and this Agreement, then this Agreement shall control with respect to
such conflict.
11.6.Incentives and Rebates are taxable and if greater than $600 will be
reported to the IRS unless the payee is exempt. SCE will report the
rebate as income on IRS Form 1099. The payee should consult its tax
advisor concerning the taxability of the Rebate Payment.
This Agreement can be signed electronically. If wet signature required, this Agreement
can be downloaded and signed. Following signature, the Program Participant can
upload the completed Agreement. SCE will verify for completeness and accuracy and
will execute the Agreement and reserve funding accordingly.
AGREEMENT BY PROGRAM PARTICIPANT
By signing this document, you represent that the information provided in this Agreement
is true, accurate and complete, and that you will comply with the terms and conditions
set forth in this Agreement. You also represent and warrant that you are a duly
authorized representative of Program Participant with the requisite authority to enter
into this Agreement. For federal government Program Participants, you must be a
Contracting Officer authorized to enter into this Agreement.
Name of Program Participant: SAN BERNARDINO, CITY OF
Name of Program Participant Representative:
______________________________________________
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Title of Program Participant Representative:
_______________________________________________
I certify that the information provided is accurate and complete and that I have authority
to sign this Agreement on behalf of Applicant.
________________________________________________
Signature
Date: ______________
AGREEMENT BY PROPERTY OWNER (If Program Participant is the Property Owner,
no separate signature is required.)
By signing this document, you represent and warrant that you are a duly authorized
representative of the owner of the property on which the Site is located and that you
have the requisite authority to consent to the use of the property in the manner set
forth in this Agreement. You also represent that Property Owner hereby approves the
installation and operation of the Infrastructure and the Charging Equipment, as well
as any other necessary equipment to deploy the Charging Equipment pursuant to the
Program as described in this Agreement. You further agree to execute the Easement
Agreement within thirty (30) calendar days after Easement Agreement is provided by
SCE.
Name of Property Owner Representative:
___________________________________________
Title of Property Owner Representative:
___________________________________________
I certify that I have authority to sign this Agreement on behalf of the Property Owner.
________________________________________
Signature
Date:
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Endnotes
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Charge Ready
Charging Infrastructure and Rebate
Participation Agreement
This Charge Ready Charging Infrastructure and Rebate Participation Agreement
(Agreement) sets forth the terms and conditions for Program Participant to participate
in the Program. Pursuant to the terms of this Agreement, SCE will (1) install the
Infrastructure (as defined herein) at no cost to the Program Participant; and, (2)
if applicable, remit the Charging Equipment Rebate, and/or the Maintenance and
Networking Rebate after all terms and conditions have been met by the Program
Participant.
All Program Participants are eligible for no-cost installation of the utility-side and
Customer-Side Make-Ready Infrastructure.
Program Participant hereby agrees to the following terms and conditions of the Charge
Ready Charging Infrastructure and Rebate Program (the “Program”).
APPROVED CHARGING PORTS
1.Total Number of Approved Charging Ports:
The commitment to procure and install the number of approved Charging
Ports applies whether or not the Program Participant is eligible to also receive
a rebate for the installed charging equipment, as SCE will design and install
the Infrastructure based on this commitment.
The Program Participant is required to install the quantity and power level of
approved Charging Ports set forth in this Agreement. Failure to procure and install
the agreed upon number may lead to termination of this Agreement, at SCE’s
discretion.
Number of Charging Ports and Power Levels approved by SCE.
Power Level (L1) Port count: 0
Power Level (L2) Port count: 10
Power Level (DCFC) Port count: 0
2.Rebates (if applicable):
2.1.Charging Equipment Rebate
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If Program Participant is eligible to receive a rebate for the purchase and
installation of charging equipment, the rebate amount paid to the Program
Participant will be reduced to ensure that when combined with any other third-
party rebates or incentives, the total rebate received by Program Participant does
not exceed the Program Participant’s total costs for procuring and installing the
equipment. Following the successful installation of the Charging Equipment,
the Program Participant will certify whether it has received any other third-party
rebates or incentives, so that SCE can determine the appropriate rebate payment.
The following table reflects that rebate values in effect at the time this agreement
was issued:
Charging Infrastructure and
Rebate
DAC
Excluding
Fortune 1000* Multi-Family
Others
Including
Fortune 1000*
L2 $2,900 $1,450 $725
2.2.Maintenance and Networking Rebate
This rebate option is only available to Multi-Family Property sites located in a
designated top quartile DAC. The rebate provides a one-time payment intended
to offset the maintenance, networking and warranty costs associated with owning
and operating L2 charging equipment. This rebate is intended to cover most of
the costs associated with 10 years of the equipment’s operation. The total rebate
received by Program Participant will not exceed the Program Participant’s actual
costs.
APPROVED SITE LOCATION AND DESIGN
3.Description of Approved Location at the Site:
Brief description of the mutually approved location on the Program Participant’s Site
where Infrastructure will be installed.
Site Description: Police Department Fleet parking lot
Site Address: 710 N D ST, SAN BERNARDINO, CA, 92401
4.Conceptual Design of the Infrastructure deployment at Program
Participant’s Site:
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Program participant has reviewed and approved the Conceptual Design, as provided
by SCE, showing the location within the Site where SCE will deploy the charging
infrastructure. MAKE-READY INFRASTRUCTURE WORK
5.The Make-Ready Infrastructure:
If the Program Participant elects to have SCE install the entire Make-Ready
Infrastructure, SCE will do so at no cost to the Program Participant. In this case,
the Make-Ready Infrastructure will be part of the “Infrastructure” as defined in this
Agreement.
SCE-installed Customer-Side Make-Ready Infrastructure.
PROGRAM PARTICIPATION TERMS AND CONDITIONS
Program Participant agrees that its participation in the Program is subject to the
following terms and conditions:
6.Definitions:
6.1.AHJ – Authority Having Jurisdiction: The responsible government
entity having geographically-based jurisdiction that typically approves,
inspects, and permits construction projects (e.g., City, County, Fire,
Division of State Architect, etc.).
6.2.Approved Product List: The list of Charging Equipment qualified by
SCE and meeting SCE’s technical requirements. Program Participant
must select Charging Equipment from the Approved Product List to
receive applicable Charging Equipment Rebate (if available).
6.3.Disadvantaged Communities as defined by CalEPA: see
Disadvantaged Communities.
6.4.Charging Equipment: Qualifying Charging Equipment that meets the
technical specifications set forth by SCE. Charging Equipment that
qualifies for the Rebate, if available, are listed in the Approved Product
List, which can be found on SCE’s website at www.SCE.com/APL. See
also Power Levels.
6.5.Charging Equipment Supplier: The entity from which the Charging
Equipment is purchased.
6.6.Charging Equipment Rebate: Financial reimbursement paid to an
eligible Program Participant, or its designee, pursuant to this Agreement,
to off-set a portion of the purchase of approved Charging Equipment.
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6.7.Charging Ports: See Charging Stations.
6.8.Charging Stations – EV Charging Equipment: EV Charging Equipment
interconnects with the electricity grid at a charging site to an electric
vehicle, whether using alternating current (AC) or direct current (DC). An
individual charging station unit may contain one or more charging ports
for the purpose of connecting the electric vehicle to a grid connected
power source capable of recharging the vehicle’s battery pack. The
individual connectors of the Charging Station are referred to as ports
(referred to in this agreement as Charging Ports). Each charging station
may charge one or more vehicles depending on the number of ports with
which each unit is equipped. For dual-port stations, power cannot be
throttled during non-DR events and each port must be able to deliver full
power to both vehicles that are charging simultaneously. For example,
a dual-port L2 station rated at 7.2 kW must be able to deliver 7.2 kW of
power to both vehicles when two vehicles are charging simultaneously.
6.9.Commitment Period: The ten (10) year period where Program
Participant must maintain all Charging Equipment in working order at the
Site. The Commitment Period will commence on the In-Service Date of
the Charging Equipment.
6.10.Conceptual Design: Map and related documents, as applicable, that
show the proposed layout of the Infrastructure and Charging Equipment,
including but not limited to, conduit routing and equipment placement.
6.11.California Public Utilities Commission (CPUC): The California state
regulatory agency that is responsible for regulating privately owned
electric, natural gas, telecommunications, water, railroad, rail transit, and
passenger transportation companies.
6.12.CPUC’s Transportation Electrification Safety Requirements
Checklist: The Safety Requirements Checklist applies to CPUC-
Approved Transportation Electrification Programs and can be
downloaded from: www.cpuc.ca.gov/WorkArea/DownloadAsset.aspx?
id=6442458882
6.13.Customer-Side Infrastructure: See “Make-Ready Infrastructure.”
6.14.Customer-Side Make-Ready Rebate: The rebate intended to offset
a portion of the Participant’s costs if Participant elects to perform the
Customer-Side Make-Ready Infrastructure work, following the completed
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installation of the Make-Ready Infrastructure and submission of required
documentation.
6.15.Demand Response: Demand Response (DR) programs encourage a
reduction of electricity use during certain time periods, typically during
on-peak hours or when demand for electricity is high, and/or can provide
incentives to use electricity during periods of excess generation or when
demand for electricity is lower.
6.16.Disadvantaged Communities (DACs): Census tracts in SCE’s service
territory with a top quartile score according to California Environmental
Protection Agency’s California Communities Environmental Health
Screening Tool. SCE will use the current applicable version of the
CalEnviroScreen tool to verify site status.
6.17.Enrollment Portal: The website where Program Participants can apply
for the Program, check application status, and upload most required
documents.
6.18.Electric Vehicle Infrastructure Training Program (EVITP)
Certification: The document certifying an electrician has gone through
the Electric Vehicle Infrastructure Training Program process. For more
information, please visit https://www.evitp.org.
6.19.Fortune 1000: Fortune 1000 companies include companies listed on the
Fortune 1000 list, subsidiaries of Fortune 1000 companies, corporate
stores of Fortune 1000 companies, and international companies with
annual revenue at or above the lowest cutoff point in Fortune 1000.
6.20.Final Design: Map and related documents, as applicable, that show the
proposed layout of the Infrastructure and Charging Equipment, including
but not limited to, conduit routing and equipment placement. The Final
Design is the engineered construction drawing submitted for permitting
and will be completed after this Agreement is executed and prior to start
of construction.
6.21.Final Invoice: Statement of the total amount paid by Program Participant
to Charging Equipment Supplier(s) for the purchase, and installation of
the Charging Equipment.
6.22.Grant of Easement: A contractual agreement to grant right of way
for SCE to construct, maintain, operate, and repair any SCE-installed
infrastructure.
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6.23.In-Service Date: The earliest date on which the EV Charging Equipment
is installed and operational.
6.24.Infrastructure: The necessary Infrastructure on both the utility-side
and customer-side of the electric meter (i.e., “make-ready”) that SCE
will design, construct, and install at no cost to the Program Participant
pursuant to this Program. Infrastructure, as defined herein, does NOT
include (1) purchase or installation of the Charging Equipment; or (2)
the customer-side portion of the Make-Ready Infrastructure, if the
Program Participant elects the self-installed Customer-Side Make-Ready
Infrastructure option.
6.25.Make-Ready Infrastructure: Infrastructure located on both the utility-side
and customer-side of the meter is also referred to as the Make-Ready
Infrastructure. The Utility-Side Infrastructure includes all infrastructure
work from SCE’s distribution system to a new circuit panel that will
be installed to support EV charging. SCE will always be responsible
for designing, procuring, installing, and maintaining the necessary
infrastructure located on the utility side of the meter. The Customer-Side
Make-Ready Infrastructure includes all infrastructure from the new panel
that will be set as part of the Utility-Side Infrastructure work, up to the
first point of interconnection with the Participant’s Charging Equipment.
Participants will have the option to have SCE perform the Customer-Side
Make-Ready Infrastructure work or perform that work themselves and
qualify to receive the Customer-Side Make-Ready Rebate.
6.26.Make-Ready Rebate: See Customer-Side Make-Ready Rebate.
6.27.Multi-Family Property (also referred to as multi-unit dwelling, or MUD).
The definition for enhance rebate qualifying sites include:
6.27.1.Residential properties – Structures that are designed to
accommodate two or more tenants with shared parking areas.
6.27.2.Apartment Buildings – Structure(s) containing two or more
dwelling units that may also include common areas and facilities,
e.g., entrances, lobby, elevators or stairs, mechanical space, walks,
grounds, recreational facilities, and parking both covered and open.
6.27.3.Retirement Communities, Townhomes, Condominiums –
Residential communities with shared parking areas managed by an
HOA or an equivalent association.
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6.27.4.Mobile Home Parks – Residential mobile home communities with
shared parking areas.
6.27.5.University & Military Housing – Student or military housing units
or apartments with individual cooking facilities (except conventional
dormitories and barracks with cafeteria type kitchens).
6.27.6.Timeshares – Vacation property communities with shared parking
areas managed by an HOA or an equivalent association.
6.27.7.Public Parking with Dedicated Overnight Resident Passes –
Public parking lots designated for nearby multi-family residents for
overnight parking. Charging Stations can be open for public use during
day-time hours.
6.28.Network Service Provider: The third-party entity that will provide
Network Services for the Charging Equipment. The Network Service
Provider will be required to transmit port level data and other information
to SCE complying with Program requirements.
6.29.Ports: See Charging Stations.
6.30.Power Levels: Charging Equipment Power Levels.
Level 1 (L1) Charging: Low power charging, typically at or below
120 volts.
Level 2 (L2) Charging: Medium power charging, typically delivered
between 220 and 240 volts.
Direct Current Fast Charging (DCFC): Charging equipment that
provide a high-power DC current, and for this program at least 50
kW, to the electric vehicle's battery without passing through any
onboard AC/DC converter, which means the current is connected
directly to the battery.
6.31.Preliminary Design: The set of engineered, working drawings of the
Infrastructure. The design includes project specifications, conduit routing,
electrical equipment specifications and calculations, project related Site
improvements and construction details
6.32.Program: Also referred to as the Charge Ready Charging Infrastructure
and Rebate Program. This Program is designed to help Program
Participants install the charging infrastructure needed to enable drivers to
refuel their light-duty electric vehicles.
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6.33.Program Guidelines: Program reference documents developed by SCE
that provide program information, including but not limited to the program
participation requirements.
6.34.Program Participant: The SCE non-residential entity that enters into this
Agreement.
6.35.Property Owner/Site Owner: Individual or entity authorized
representative of entity holding title in the Site where the Charging
Equipment and Infrastructure will be located.
6.36.Rebate Payment: The payment made by SCE to Program Participant, or
its designated assignee, after the eligible Program Participant procures
and installs the Charging Equipment, meets the qualification requirements
for the Customer-Side Make-Ready Rebate, and/or the Maintenance and
Networking Rebate, in accordance with this Agreement, as verified by
SCE, in SCE’s sole discretion.
6.37.Site: The premises, owned, leased or operated by Program Participant,
where the Charging Equipment will be installed.
6.38.Time-of-Use (TOU) Rate Plans: Rate plans which feature energy
charges that vary based on the time of day, the day of the week, and the
season. Some plans also include demand charges that are based on the
maximum amount of electricity your business uses at once.
6.39.Utility-Side Infrastructure: See Make-Ready Infrastructure.
7.Eligibility.
Program Participant certifies that it meets, and will continue to meet
throughout its participation in the Program, all eligibility requirements of the
Program, including, but not limited to:
7.1.Program Participant is a non-residential SCE entity with at least one
active service account.
7.2.The installation site is located in SCE’s service territory.
7.3.Program Participant agrees to provide, or cause the Site Owner to
provide, SCE with the rights of way across public or private property
(as applicable) and to obtain any necessary permits to install Charging
Equipment, without cost to SCE.
7.4.Program Participant will comply with all Program requirements outlined in
the Charge Ready Program Guidelines.
8.Additional Representations of Program Participant during the Term of
the Agreement.
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Program Participant:
8.1.Program Participant agrees to purchase and install the Charging
Equipment, as set forth in this Agreement. Program Participant agrees
that the number of Charging Ports and their charging power level set forth
in Section 1 cannot be modified after execution of this Agreement, without
express written consent of SCE, at SCE’s discretion.
8.2.All charging equipment must be selected from SCE’s Approved Product
List (APL) or otherwise approved by SCE for installation under this
Program, in a quantity approved by SCE.
8.3.Program Participant agrees to have APL listed charging equipment
installed by a qualified C-10 licensed and insured contractor.
8.4. Agrees to ensure their EVSE equipment installer follows all relevant
State and local codes, and AHJ permitting requirements. All installed
equipment must be correctly rated for the location where it will be
installed (outdoor rated if applicable, conforming with ventilation
requirements). The EV charging current shall not exceed 80% of the
branch circuit rating. All EVSE installations must comply with the SB350
safety requirement checklist.
8.5.Agrees to ensure their EVSE equipment installer will not install and
energize any EVSE or associated equipment capable of generation or
bidirectional operation without Permission to Operate from SCE.
8.6.Agrees to procure, own, install, operate, and maintain the Charging
Equipment in good working order at the site for a minimum of ten (10)
years from the In-Service Date of Charging Equipment (“Commitment
Period”).
8.7.Agrees that, if at any time during the Commitment Period the Charging
Equipment is replaced, only SCE approved EVSE will be installed and all
associated costs will be the responsibility of the Program Participant.
8.8.Agrees to contract with a qualified electric vehicle charging equipment
Network Service Provider approved by SCE to record and transmit EV
charging usage and other data to SCE.
8.9.Program Participant authorizes SCE to act on Program Participant’s
behalf to voluntarily grant a Third Party access to receive information
relating to Charging Station data, billing records, billing history, pricing
information, and all meter usage data used for bill calculation for all
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meters participating in this Program. This authorization expires ten (10)
years from the Charging Equipment’s In-Service Date.
8.10.Program participant authorizes the use of the collected Charging Station
and related meter and billing data for regulatory reporting, program
evaluation, industry forums, case studies or other similar activities, in
accordance with applicable laws and regulations.
8.11.Acknowledges and agrees that the actual Make-Ready Infrastructure may
vary from the Conceptual Design, if, in SCE’s sole discretion, actual Site
conditions or AHJ direction requires such changes.
8.12.Acknowledges that funding pursuant to this Agreement is only reserved
after SCE receives a copy of this Agreement signed by Program
Participant and Property Owner (if different from Program Participant).
The Program Participant also acknowledges that reserved funding may
be withdrawn, and SCE may terminate this Agreement, both in SCE’s
sole discretion, if Program Participant breaches the Agreement.
8.13.Agrees to comply with the established timelines and required
documentation set forth in the Program Guidelines.
8.14.Represents and warrants that if Program Participant has applied for or
received any other incentives or rebates for the Charging Equipment,
Customer-Side Make-Ready Infrastructure, or Charging Equipment
Maintenance and Networking program Participant shall notify SCE of
any such incentives or rebates as soon as reasonably practicable. In the
event that any such incentives or rebates, when combined with Program
rebates, would reimburse Program Participant for more than 100 percent
of their costs, SCE shall decrease the issued rebate amount if not yet
paid, or if already paid, submit a reimbursement request to the Program
Participant for the amount of the Rebate Payment exceeding 100 percent
of the Participants costs.
8.15.Program Participant agrees that the electricity meter(s) associated with
the EV charging equipment will be provided service under a TOU rate
plan.
8.16.Participants must enroll in at least one qualifying Demand Response
Program.
8.17.Agrees to ensure information of newly installed Charging Equipment,
if accessible to the general public, will be registered with the US
Department of Energy’s Alternative Fuel Data Center (https://
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afdc.energy.gov/stations/#/analyze), and with the US Department of
Energy’s EV Charging Station Locations mapping tool, accessible at
(https://www.afdc.energy.gov/fuels/electricity_locations.html#/find/
nearest?fuel=ELEC), and that only one set of information is reported
between the Program Participant and Charging Equipment Supplier.
8.18.Agrees to submit a completed IRS tax form W-9, and California Franchise
Tax Board form 590 if applicable, or to provide line items from those
forms as SCE may request, in order for SCE to process any Rebate
Payment.
8.19.Represents and warrants that the execution and delivery of this
Agreement, and the performance by Program Participant of its obligations
under this Agreement, have been duly and validly authorized, and this
Agreement is a legal, valid and binding obligation of Program Participant.
8.20.SCE, at its sole discretion and in accordance with its applicable tariffs,
design standards, and AHJ permitting requirements, will locate, design,
and install the utility-side, and possibly the customer-side Infrastructure
depending on the Participants choice. SCE is responsible for all
costs associated with Infrastructure deployed by SCE pursuant to this
Agreement.
8.21.SCE will pay the Charging Equipment Rebate, if applicable, after SCE
has verified correct installation of the Charging Equipment, consistent
with this Agreement, subject to Program Participant meeting all Program
requirements. The actual Charging Equipment Rebate Payment amount
shall not exceed the actual reasonable costs of the Charging Equipment,
and its installation, as set forth in the Final Invoice(s) and consistent
with the Program Participant’s contract with the Charging Equipment
Supplier(s) and installers.
8.22.SCE will pay the Maintenance and Networking Rebate to qualifying
participants following the installation of the Charging Equipment and
subject to Program Participant meeting all Program requirements.
8.23.For sites that qualify to participate under the Multi-Family Property sites
definition by providing Public Parking with Dedicated Overnight Resident
Passes, Participant agrees to ensure that overnight parking will be
reserved and dedicated for nearby multi-family residents for the duration
of the commitment period.
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8.24.Agrees to participate in SCE sponsored customer satisfaction and other
surveys following completion of the Project, upon request of SCE.
9.Term and Termination:
9.1.Term: The term of this Agreement shall begin upon the date that both
Parties have signed the Agreement and end ten (10) years from the In-
Service Date of the Charging Equipment, unless otherwise terminated
earlier pursuant to this Agreement (“Term”).
9.2.Termination: If the Program Participant fails to comply with any of the
terms and conditions of this Agreement, SCE, in its sole discretion, may
terminate this Agreement after sending Program Participant a notice
of default that remains uncured for five (5) business days from receipt,
except in the case of a safety or security violation, in which case, SCE
may terminate the Agreement immediately and take all other necessary
actions, including but not limited to, disconnecting power to the Charging
Equipment, in SCE’s sole discretion, to cure such safety or security
violation(s).
9.3.Termination Costs: If this Agreement is terminated prior to the end of the
Term because (1) Program Participant terminates its participation in this
Program, (2) Program Participant, prior to the end of the Commitment
Period, fails to install, or removes without replacing, the Charging
Equipment or Program Participant-owned make-ready infrastructure,
if applicable; or (3) SCE terminates this Agreement due to Program
Participant’s failure to comply with the terms and conditions of the
Agreement, in accordance with Section 9.b. (Termination) hereof, the
Program Participant shall pay (a) all costs actually incurred, or committed
to be incurred, by SCE, as of the termination date, in connection with
designing and deploying the Infrastructure at the Site; and (b) the Rebate
Payment (if already paid). If the Charging Equipment or the Make-Ready
Infrastructure, if applicable, are installed, the amount due to SCE for
both (a) and (b) above will be prorated over a ten-year period, beginning
from the In-Service Date of the Charging Equipment. SCE will invoice the
Program Participant for such costs, and Program Participant shall pay
such invoice within sixty (60) days of receipt.
10.Indemnification and Liability; No Representations or Warranties
10.1.Program Participant understands that SCE makes no representations
regarding manufacturers, dealers, contractors, materials or workmanship
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of the Charging Equipment. Further, SCE makes no warranty, whether
express or implied, including without limitation the implied warranties of
merchantability and fitness for any particular purpose, use, or application
of the products and services under the Program. Program Participant
agrees that SCE has no liability whatsoever concerning (1) the quality,
safety or installation of such products, including their fitness for any
purpose, (2) the workmanship of any third parties, (3) the installation
or use of the products. Program Participant hereby waives any and all
claims against SCE, its parent companies, directors, officers, employees,
or agents, arising out of activities conducted by or on behalf of SCE
under the Program. Without limiting the generality of the foregoing,
Neither SCE nor Program Participant shall be liable hereunder for any
type of damages, whether direct, or indirect, incidental, consequential,
exemplary, reliance, punitive or special damages, including damages
for loss of use, regardless of the form of action, whether in contract,
indemnity, warranty, strict liability or tort, including negligence of any kind.
10.2.Indemnification of SCE. To the fullest extent permitted by law, Program
Participant shall, at SCE’s request, indemnify, defend, and hold harmless
SCE, and its parent company, subsidiaries, affiliates, and their respective
shareholders, officers, directors, employees, agents, representatives,
successors, and assigns (collectively, the “Indemnified Parties”), from and
against any and all claims, actions, suits, proceedings, losses, liabilities,
penalties, fines, damages, costs, or expenses, including without limitation
reasonable attorneys’ fees (a “Claim”), resulting from (a) any breach of
the representations, warranties, covenants, or obligations of Program
Participant under this Agreement, (b) any act or omission of Program
Participant, whether based upon Program Participant’s negligence,
strict liability, or otherwise, in connection with the performance of this
Agreement, or (c) any third-party claims of any kind, whether based upon
negligence, strict liability, or otherwise, arising out of or connected in any
way to Program Participant’s performance or nonperformance under this
Agreement. This indemnification obligation shall not apply to the extent
that such injury, loss, or damage is caused by the sole negligence or
willful misconduct of SCE.
10.3. Responsibility for Repairs. If Participant -installed equipment damages
SCE-owned Infrastructure, Participant will be responsible for any costs
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associated with making any necessary repairs. If SCE identifies an
improper installation of Participant-installed equipment, Participant agrees
to pay for and be responsible for making any necessary corrections in the
manner requested by SCE.
10.4.Defense of Claim. If any Claim is brought against the Indemnified Parties,
Program Participant, at SCE’s request, shall assume the defense of such
Claim, with counsel reasonably acceptable to the Indemnified Parties,
unless in the opinion of counsel for the Indemnified Parties a conflict
of interest between the Indemnified Parties and Program Participant
may exist with respect to such Claim. If a conflict precludes Program
Participant from assuming the defense, then Program Participant shall
reimburse the Indemnified Parties on a monthly basis for the Indemnified
Parties’ defense costs through separate counsel of the Indemnified
Parties’ choice. If Program Participant assumes the defense of the
Indemnified Parties with acceptable counsel, the Indemnified Parties,
at their sole option and expense, may participate in the defense with
counsel of their own choice without relieving Program Participant of any
of its obligations hereunder.
11.Miscellaneous
All Applicable Tariffs Apply. All applicable SCE tariffs apply to service provided
pursuant to this Agreement, with the following exceptions:
11.1.Rules 15 and 16. Distribution Line and Service Extensions: Because SCE
will design and install the Infrastructure at no cost to Program Participant,
sections in Rules 15 and 16 that address applicant responsibilities or
options are not applicable to Program Participants while participating in
the Charge Ready Charging Infrastructure and Rebate Program. This
may include, but is not limited to, allowances, contributions or advances,
payments, refunds, and design and installation options. This exception
does not apply to certain responsibilities found in Rule 16, such as, but
not limited to, Section A.10, providing rights of way or easements; Section
A.11, providing access to the location; and Section D.1, providing a clear
route for the Service Extension.
11.2.Survival. Program Participant’s obligation to pay Termination Costs
and to indemnify the Indemnified Parties shall survive the expiration or
termination of this Agreement.
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11.3.Assignment. Program Participant shall not assign this Agreement without
the prior written consent of SCE; to be granted or denied in SCE’s sole
discretion. Any assignment and assumption shall be in a form acceptable
to SCE, in SCE’s sole discretion.
11.4.All applicable SCE tariffs apply to service provided pursuant to this
Agreement including, but not limited to, the applicable provisions of SCE’s
Charge Ready Program (CRP) Tariff Schedule filed with the California
Public Utilities Commission. This Agreement shall be subject to such
changes or modifications by the Public Utilities Commission of the State
of California, as said Commission may, from time to time, direct in the
exercise of its jurisdiction.
11.5.Should a conflict exist between the Charge Ready Program Guidelines
and this Agreement, then this Agreement shall control with respect to
such conflict.
11.6.Incentives and Rebates are taxable and if greater than $600 will be
reported to the IRS unless the payee is exempt. SCE will report the
rebate as income on IRS Form 1099. The payee should consult its tax
advisor concerning the taxability of the Rebate Payment.
This Agreement can be signed electronically. If wet signature required, this Agreement
can be downloaded and signed. Following signature, the Program Participant can
upload the completed Agreement. SCE will verify for completeness and accuracy and
will execute the Agreement and reserve funding accordingly.
AGREEMENT BY PROGRAM PARTICIPANT
By signing this document, you represent that the information provided in this Agreement
is true, accurate and complete, and that you will comply with the terms and conditions
set forth in this Agreement. You also represent and warrant that you are a duly
authorized representative of Program Participant with the requisite authority to enter
into this Agreement. For federal government Program Participants, you must be a
Contracting Officer authorized to enter into this Agreement.
Name of Program Participant: SAN BERNARDINO, CITY OF
Name of Program Participant Representative:
______________________________________________
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Title of Program Participant Representative:
_______________________________________________
I certify that the information provided is accurate and complete and that I have authority
to sign this Agreement on behalf of Applicant.
________________________________________________
Signature
Date: ______________
AGREEMENT BY PROPERTY OWNER (If Program Participant is the Property Owner,
no separate signature is required.)
By signing this document, you represent and warrant that you are a duly authorized
representative of the owner of the property on which the Site is located and that you
have the requisite authority to consent to the use of the property in the manner set
forth in this Agreement. You also represent that Property Owner hereby approves the
installation and operation of the Infrastructure and the Charging Equipment, as well
as any other necessary equipment to deploy the Charging Equipment pursuant to the
Program as described in this Agreement. You further agree to execute the Easement
Agreement within thirty (30) calendar days after Easement Agreement is provided by
SCE.
Name of Property Owner Representative:
___________________________________________
Title of Property Owner Representative:
___________________________________________
I certify that I have authority to sign this Agreement on behalf of the Property Owner.
________________________________________
Signature
Date:
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Endnotes
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Charge Ready
Charging Infrastructure and Rebate
Participation Agreement
This Charge Ready Charging Infrastructure and Rebate Participation Agreement
(Agreement) sets forth the terms and conditions for Program Participant to participate
in the Program. Pursuant to the terms of this Agreement, SCE will (1) install the
Infrastructure (as defined herein) at no cost to the Program Participant; and, (2)
if applicable, remit the Charging Equipment Rebate, and/or the Maintenance and
Networking Rebate after all terms and conditions have been met by the Program
Participant.
All Program Participants are eligible for no-cost installation of the utility-side and
Customer-Side Make-Ready Infrastructure.
Program Participant hereby agrees to the following terms and conditions of the Charge
Ready Charging Infrastructure and Rebate Program (the “Program”).
APPROVED CHARGING PORTS
1.Total Number of Approved Charging Ports:
The commitment to procure and install the number of approved Charging
Ports applies whether or not the Program Participant is eligible to also receive
a rebate for the installed charging equipment, as SCE will design and install
the Infrastructure based on this commitment.
The Program Participant is required to install the quantity and power level of
approved Charging Ports set forth in this Agreement. Failure to procure and install
the agreed upon number may lead to termination of this Agreement, at SCE’s
discretion.
Number of Charging Ports and Power Levels approved by SCE.
Power Level (L1) Port count: 0
Power Level (L2) Port count: 10
Power Level (DCFC) Port count: 0
2.Rebates (if applicable):
2.1.Charging Equipment Rebate
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If Program Participant is eligible to receive a rebate for the purchase and
installation of charging equipment, the rebate amount paid to the Program
Participant will be reduced to ensure that when combined with any other third-
party rebates or incentives, the total rebate received by Program Participant does
not exceed the Program Participant’s total costs for procuring and installing the
equipment. Following the successful installation of the Charging Equipment,
the Program Participant will certify whether it has received any other third-party
rebates or incentives, so that SCE can determine the appropriate rebate payment.
The following table reflects that rebate values in effect at the time this agreement
was issued:
Charging Infrastructure and
Rebate
DAC
Excluding
Fortune 1000* Multi-Family
Others
Including
Fortune 1000*
L2 $2,900 $1,450 $725
2.2.Maintenance and Networking Rebate
This rebate option is only available to Multi-Family Property sites located in a
designated top quartile DAC. The rebate provides a one-time payment intended
to offset the maintenance, networking and warranty costs associated with owning
and operating L2 charging equipment. This rebate is intended to cover most of
the costs associated with 10 years of the equipment’s operation. The total rebate
received by Program Participant will not exceed the Program Participant’s actual
costs.
APPROVED SITE LOCATION AND DESIGN
3.Description of Approved Location at the Site:
Brief description of the mutually approved location on the Program Participant’s Site
where Infrastructure will be installed.
Site Description: 5 level parking structure
Site Address: 300 N D ST, SAN BERNARDINO, CA, 92418
4.Conceptual Design of the Infrastructure deployment at Program
Participant’s Site:
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Program participant has reviewed and approved the Conceptual Design, as provided
by SCE, showing the location within the Site where SCE will deploy the charging
infrastructure. MAKE-READY INFRASTRUCTURE WORK
5.The Make-Ready Infrastructure:
If the Program Participant elects to have SCE install the entire Make-Ready
Infrastructure, SCE will do so at no cost to the Program Participant. In this case,
the Make-Ready Infrastructure will be part of the “Infrastructure” as defined in this
Agreement.
SCE-installed Customer-Side Make-Ready Infrastructure.
PROGRAM PARTICIPATION TERMS AND CONDITIONS
Program Participant agrees that its participation in the Program is subject to the
following terms and conditions:
6.Definitions:
6.1.AHJ – Authority Having Jurisdiction: The responsible government
entity having geographically-based jurisdiction that typically approves,
inspects, and permits construction projects (e.g., City, County, Fire,
Division of State Architect, etc.).
6.2.Approved Product List: The list of Charging Equipment qualified by
SCE and meeting SCE’s technical requirements. Program Participant
must select Charging Equipment from the Approved Product List to
receive applicable Charging Equipment Rebate (if available).
6.3.Disadvantaged Communities as defined by CalEPA: see
Disadvantaged Communities.
6.4.Charging Equipment: Qualifying Charging Equipment that meets the
technical specifications set forth by SCE. Charging Equipment that
qualifies for the Rebate, if available, are listed in the Approved Product
List, which can be found on SCE’s website at www.SCE.com/APL. See
also Power Levels.
6.5.Charging Equipment Supplier: The entity from which the Charging
Equipment is purchased.
6.6.Charging Equipment Rebate: Financial reimbursement paid to an
eligible Program Participant, or its designee, pursuant to this Agreement,
to off-set a portion of the purchase of approved Charging Equipment.
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6.7.Charging Ports: See Charging Stations.
6.8.Charging Stations – EV Charging Equipment: EV Charging Equipment
interconnects with the electricity grid at a charging site to an electric
vehicle, whether using alternating current (AC) or direct current (DC). An
individual charging station unit may contain one or more charging ports
for the purpose of connecting the electric vehicle to a grid connected
power source capable of recharging the vehicle’s battery pack. The
individual connectors of the Charging Station are referred to as ports
(referred to in this agreement as Charging Ports). Each charging station
may charge one or more vehicles depending on the number of ports with
which each unit is equipped. For dual-port stations, power cannot be
throttled during non-DR events and each port must be able to deliver full
power to both vehicles that are charging simultaneously. For example,
a dual-port L2 station rated at 7.2 kW must be able to deliver 7.2 kW of
power to both vehicles when two vehicles are charging simultaneously.
6.9.Commitment Period: The ten (10) year period where Program
Participant must maintain all Charging Equipment in working order at the
Site. The Commitment Period will commence on the In-Service Date of
the Charging Equipment.
6.10.Conceptual Design: Map and related documents, as applicable, that
show the proposed layout of the Infrastructure and Charging Equipment,
including but not limited to, conduit routing and equipment placement.
6.11.California Public Utilities Commission (CPUC): The California state
regulatory agency that is responsible for regulating privately owned
electric, natural gas, telecommunications, water, railroad, rail transit, and
passenger transportation companies.
6.12.CPUC’s Transportation Electrification Safety Requirements
Checklist: The Safety Requirements Checklist applies to CPUC-
Approved Transportation Electrification Programs and can be
downloaded from: www.cpuc.ca.gov/WorkArea/DownloadAsset.aspx?
id=6442458882
6.13.Customer-Side Infrastructure: See “Make-Ready Infrastructure.”
6.14.Customer-Side Make-Ready Rebate: The rebate intended to offset
a portion of the Participant’s costs if Participant elects to perform the
Customer-Side Make-Ready Infrastructure work, following the completed
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installation of the Make-Ready Infrastructure and submission of required
documentation.
6.15.Demand Response: Demand Response (DR) programs encourage a
reduction of electricity use during certain time periods, typically during
on-peak hours or when demand for electricity is high, and/or can provide
incentives to use electricity during periods of excess generation or when
demand for electricity is lower.
6.16.Disadvantaged Communities (DACs): Census tracts in SCE’s service
territory with a top quartile score according to California Environmental
Protection Agency’s California Communities Environmental Health
Screening Tool. SCE will use the current applicable version of the
CalEnviroScreen tool to verify site status.
6.17.Enrollment Portal: The website where Program Participants can apply
for the Program, check application status, and upload most required
documents.
6.18.Electric Vehicle Infrastructure Training Program (EVITP)
Certification: The document certifying an electrician has gone through
the Electric Vehicle Infrastructure Training Program process. For more
information, please visit https://www.evitp.org.
6.19.Fortune 1000: Fortune 1000 companies include companies listed on the
Fortune 1000 list, subsidiaries of Fortune 1000 companies, corporate
stores of Fortune 1000 companies, and international companies with
annual revenue at or above the lowest cutoff point in Fortune 1000.
6.20.Final Design: Map and related documents, as applicable, that show the
proposed layout of the Infrastructure and Charging Equipment, including
but not limited to, conduit routing and equipment placement. The Final
Design is the engineered construction drawing submitted for permitting
and will be completed after this Agreement is executed and prior to start
of construction.
6.21.Final Invoice: Statement of the total amount paid by Program Participant
to Charging Equipment Supplier(s) for the purchase, and installation of
the Charging Equipment.
6.22.Grant of Easement: A contractual agreement to grant right of way
for SCE to construct, maintain, operate, and repair any SCE-installed
infrastructure.
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6.23.In-Service Date: The earliest date on which the EV Charging Equipment
is installed and operational.
6.24.Infrastructure: The necessary Infrastructure on both the utility-side
and customer-side of the electric meter (i.e., “make-ready”) that SCE
will design, construct, and install at no cost to the Program Participant
pursuant to this Program. Infrastructure, as defined herein, does NOT
include (1) purchase or installation of the Charging Equipment; or (2)
the customer-side portion of the Make-Ready Infrastructure, if the
Program Participant elects the self-installed Customer-Side Make-Ready
Infrastructure option.
6.25.Make-Ready Infrastructure: Infrastructure located on both the utility-side
and customer-side of the meter is also referred to as the Make-Ready
Infrastructure. The Utility-Side Infrastructure includes all infrastructure
work from SCE’s distribution system to a new circuit panel that will
be installed to support EV charging. SCE will always be responsible
for designing, procuring, installing, and maintaining the necessary
infrastructure located on the utility side of the meter. The Customer-Side
Make-Ready Infrastructure includes all infrastructure from the new panel
that will be set as part of the Utility-Side Infrastructure work, up to the
first point of interconnection with the Participant’s Charging Equipment.
Participants will have the option to have SCE perform the Customer-Side
Make-Ready Infrastructure work or perform that work themselves and
qualify to receive the Customer-Side Make-Ready Rebate.
6.26.Make-Ready Rebate: See Customer-Side Make-Ready Rebate.
6.27.Multi-Family Property (also referred to as multi-unit dwelling, or MUD).
The definition for enhance rebate qualifying sites include:
6.27.1.Residential properties – Structures that are designed to
accommodate two or more tenants with shared parking areas.
6.27.2.Apartment Buildings – Structure(s) containing two or more
dwelling units that may also include common areas and facilities,
e.g., entrances, lobby, elevators or stairs, mechanical space, walks,
grounds, recreational facilities, and parking both covered and open.
6.27.3.Retirement Communities, Townhomes, Condominiums –
Residential communities with shared parking areas managed by an
HOA or an equivalent association.
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6.27.4.Mobile Home Parks – Residential mobile home communities with
shared parking areas.
6.27.5.University & Military Housing – Student or military housing units
or apartments with individual cooking facilities (except conventional
dormitories and barracks with cafeteria type kitchens).
6.27.6.Timeshares – Vacation property communities with shared parking
areas managed by an HOA or an equivalent association.
6.27.7.Public Parking with Dedicated Overnight Resident Passes –
Public parking lots designated for nearby multi-family residents for
overnight parking. Charging Stations can be open for public use during
day-time hours.
6.28.Network Service Provider: The third-party entity that will provide
Network Services for the Charging Equipment. The Network Service
Provider will be required to transmit port level data and other information
to SCE complying with Program requirements.
6.29.Ports: See Charging Stations.
6.30.Power Levels: Charging Equipment Power Levels.
Level 1 (L1) Charging: Low power charging, typically at or below
120 volts.
Level 2 (L2) Charging: Medium power charging, typically delivered
between 220 and 240 volts.
Direct Current Fast Charging (DCFC): Charging equipment that
provide a high-power DC current, and for this program at least 50
kW, to the electric vehicle's battery without passing through any
onboard AC/DC converter, which means the current is connected
directly to the battery.
6.31.Preliminary Design: The set of engineered, working drawings of the
Infrastructure. The design includes project specifications, conduit routing,
electrical equipment specifications and calculations, project related Site
improvements and construction details
6.32.Program: Also referred to as the Charge Ready Charging Infrastructure
and Rebate Program. This Program is designed to help Program
Participants install the charging infrastructure needed to enable drivers to
refuel their light-duty electric vehicles.
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6.33.Program Guidelines: Program reference documents developed by SCE
that provide program information, including but not limited to the program
participation requirements.
6.34.Program Participant: The SCE non-residential entity that enters into this
Agreement.
6.35.Property Owner/Site Owner: Individual or entity authorized
representative of entity holding title in the Site where the Charging
Equipment and Infrastructure will be located.
6.36.Rebate Payment: The payment made by SCE to Program Participant, or
its designated assignee, after the eligible Program Participant procures
and installs the Charging Equipment, meets the qualification requirements
for the Customer-Side Make-Ready Rebate, and/or the Maintenance and
Networking Rebate, in accordance with this Agreement, as verified by
SCE, in SCE’s sole discretion.
6.37.Site: The premises, owned, leased or operated by Program Participant,
where the Charging Equipment will be installed.
6.38.Time-of-Use (TOU) Rate Plans: Rate plans which feature energy
charges that vary based on the time of day, the day of the week, and the
season. Some plans also include demand charges that are based on the
maximum amount of electricity your business uses at once.
6.39.Utility-Side Infrastructure: See Make-Ready Infrastructure.
7.Eligibility.
Program Participant certifies that it meets, and will continue to meet
throughout its participation in the Program, all eligibility requirements of the
Program, including, but not limited to:
7.1.Program Participant is a non-residential SCE entity with at least one
active service account.
7.2.The installation site is located in SCE’s service territory.
7.3.Program Participant agrees to provide, or cause the Site Owner to
provide, SCE with the rights of way across public or private property
(as applicable) and to obtain any necessary permits to install Charging
Equipment, without cost to SCE.
7.4.Program Participant will comply with all Program requirements outlined in
the Charge Ready Program Guidelines.
8.Additional Representations of Program Participant during the Term of
the Agreement.
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Program Participant:
8.1.Program Participant agrees to purchase and install the Charging
Equipment, as set forth in this Agreement. Program Participant agrees
that the number of Charging Ports and their charging power level set forth
in Section 1 cannot be modified after execution of this Agreement, without
express written consent of SCE, at SCE’s discretion.
8.2.All charging equipment must be selected from SCE’s Approved Product
List (APL) or otherwise approved by SCE for installation under this
Program, in a quantity approved by SCE.
8.3.Program Participant agrees to have APL listed charging equipment
installed by a qualified C-10 licensed and insured contractor.
8.4. Agrees to ensure their EVSE equipment installer follows all relevant
State and local codes, and AHJ permitting requirements. All installed
equipment must be correctly rated for the location where it will be
installed (outdoor rated if applicable, conforming with ventilation
requirements). The EV charging current shall not exceed 80% of the
branch circuit rating. All EVSE installations must comply with the SB350
safety requirement checklist.
8.5.Agrees to ensure their EVSE equipment installer will not install and
energize any EVSE or associated equipment capable of generation or
bidirectional operation without Permission to Operate from SCE.
8.6.Agrees to procure, own, install, operate, and maintain the Charging
Equipment in good working order at the site for a minimum of ten (10)
years from the In-Service Date of Charging Equipment (“Commitment
Period”).
8.7.Agrees that, if at any time during the Commitment Period the Charging
Equipment is replaced, only SCE approved EVSE will be installed and all
associated costs will be the responsibility of the Program Participant.
8.8.Agrees to contract with a qualified electric vehicle charging equipment
Network Service Provider approved by SCE to record and transmit EV
charging usage and other data to SCE.
8.9.Program Participant authorizes SCE to act on Program Participant’s
behalf to voluntarily grant a Third Party access to receive information
relating to Charging Station data, billing records, billing history, pricing
information, and all meter usage data used for bill calculation for all
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meters participating in this Program. This authorization expires ten (10)
years from the Charging Equipment’s In-Service Date.
8.10.Program participant authorizes the use of the collected Charging Station
and related meter and billing data for regulatory reporting, program
evaluation, industry forums, case studies or other similar activities, in
accordance with applicable laws and regulations.
8.11.Acknowledges and agrees that the actual Make-Ready Infrastructure may
vary from the Conceptual Design, if, in SCE’s sole discretion, actual Site
conditions or AHJ direction requires such changes.
8.12.Acknowledges that funding pursuant to this Agreement is only reserved
after SCE receives a copy of this Agreement signed by Program
Participant and Property Owner (if different from Program Participant).
The Program Participant also acknowledges that reserved funding may
be withdrawn, and SCE may terminate this Agreement, both in SCE’s
sole discretion, if Program Participant breaches the Agreement.
8.13.Agrees to comply with the established timelines and required
documentation set forth in the Program Guidelines.
8.14.Represents and warrants that if Program Participant has applied for or
received any other incentives or rebates for the Charging Equipment,
Customer-Side Make-Ready Infrastructure, or Charging Equipment
Maintenance and Networking program Participant shall notify SCE of
any such incentives or rebates as soon as reasonably practicable. In the
event that any such incentives or rebates, when combined with Program
rebates, would reimburse Program Participant for more than 100 percent
of their costs, SCE shall decrease the issued rebate amount if not yet
paid, or if already paid, submit a reimbursement request to the Program
Participant for the amount of the Rebate Payment exceeding 100 percent
of the Participants costs.
8.15.Program Participant agrees that the electricity meter(s) associated with
the EV charging equipment will be provided service under a TOU rate
plan.
8.16.Participants must enroll in at least one qualifying Demand Response
Program.
8.17.Agrees to ensure information of newly installed Charging Equipment,
if accessible to the general public, will be registered with the US
Department of Energy’s Alternative Fuel Data Center (https://
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afdc.energy.gov/stations/#/analyze), and with the US Department of
Energy’s EV Charging Station Locations mapping tool, accessible at
(https://www.afdc.energy.gov/fuels/electricity_locations.html#/find/
nearest?fuel=ELEC), and that only one set of information is reported
between the Program Participant and Charging Equipment Supplier.
8.18.Agrees to submit a completed IRS tax form W-9, and California Franchise
Tax Board form 590 if applicable, or to provide line items from those
forms as SCE may request, in order for SCE to process any Rebate
Payment.
8.19.Represents and warrants that the execution and delivery of this
Agreement, and the performance by Program Participant of its obligations
under this Agreement, have been duly and validly authorized, and this
Agreement is a legal, valid and binding obligation of Program Participant.
8.20.SCE, at its sole discretion and in accordance with its applicable tariffs,
design standards, and AHJ permitting requirements, will locate, design,
and install the utility-side, and possibly the customer-side Infrastructure
depending on the Participants choice. SCE is responsible for all
costs associated with Infrastructure deployed by SCE pursuant to this
Agreement.
8.21.SCE will pay the Charging Equipment Rebate, if applicable, after SCE
has verified correct installation of the Charging Equipment, consistent
with this Agreement, subject to Program Participant meeting all Program
requirements. The actual Charging Equipment Rebate Payment amount
shall not exceed the actual reasonable costs of the Charging Equipment,
and its installation, as set forth in the Final Invoice(s) and consistent
with the Program Participant’s contract with the Charging Equipment
Supplier(s) and installers.
8.22.SCE will pay the Maintenance and Networking Rebate to qualifying
participants following the installation of the Charging Equipment and
subject to Program Participant meeting all Program requirements.
8.23.For sites that qualify to participate under the Multi-Family Property sites
definition by providing Public Parking with Dedicated Overnight Resident
Passes, Participant agrees to ensure that overnight parking will be
reserved and dedicated for nearby multi-family residents for the duration
of the commitment period.
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8.24.Agrees to participate in SCE sponsored customer satisfaction and other
surveys following completion of the Project, upon request of SCE.
9.Term and Termination:
9.1.Term: The term of this Agreement shall begin upon the date that both
Parties have signed the Agreement and end ten (10) years from the In-
Service Date of the Charging Equipment, unless otherwise terminated
earlier pursuant to this Agreement (“Term”).
9.2.Termination: If the Program Participant fails to comply with any of the
terms and conditions of this Agreement, SCE, in its sole discretion, may
terminate this Agreement after sending Program Participant a notice
of default that remains uncured for five (5) business days from receipt,
except in the case of a safety or security violation, in which case, SCE
may terminate the Agreement immediately and take all other necessary
actions, including but not limited to, disconnecting power to the Charging
Equipment, in SCE’s sole discretion, to cure such safety or security
violation(s).
9.3.Termination Costs: If this Agreement is terminated prior to the end of the
Term because (1) Program Participant terminates its participation in this
Program, (2) Program Participant, prior to the end of the Commitment
Period, fails to install, or removes without replacing, the Charging
Equipment or Program Participant-owned make-ready infrastructure,
if applicable; or (3) SCE terminates this Agreement due to Program
Participant’s failure to comply with the terms and conditions of the
Agreement, in accordance with Section 9.b. (Termination) hereof, the
Program Participant shall pay (a) all costs actually incurred, or committed
to be incurred, by SCE, as of the termination date, in connection with
designing and deploying the Infrastructure at the Site; and (b) the Rebate
Payment (if already paid). If the Charging Equipment or the Make-Ready
Infrastructure, if applicable, are installed, the amount due to SCE for
both (a) and (b) above will be prorated over a ten-year period, beginning
from the In-Service Date of the Charging Equipment. SCE will invoice the
Program Participant for such costs, and Program Participant shall pay
such invoice within sixty (60) days of receipt.
10.Indemnification and Liability; No Representations or Warranties
10.1.Program Participant understands that SCE makes no representations
regarding manufacturers, dealers, contractors, materials or workmanship
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of the Charging Equipment. Further, SCE makes no warranty, whether
express or implied, including without limitation the implied warranties of
merchantability and fitness for any particular purpose, use, or application
of the products and services under the Program. Program Participant
agrees that SCE has no liability whatsoever concerning (1) the quality,
safety or installation of such products, including their fitness for any
purpose, (2) the workmanship of any third parties, (3) the installation
or use of the products. Program Participant hereby waives any and all
claims against SCE, its parent companies, directors, officers, employees,
or agents, arising out of activities conducted by or on behalf of SCE
under the Program. Without limiting the generality of the foregoing,
Neither SCE nor Program Participant shall be liable hereunder for any
type of damages, whether direct, or indirect, incidental, consequential,
exemplary, reliance, punitive or special damages, including damages
for loss of use, regardless of the form of action, whether in contract,
indemnity, warranty, strict liability or tort, including negligence of any kind.
10.2.Indemnification of SCE. To the fullest extent permitted by law, Program
Participant shall, at SCE’s request, indemnify, defend, and hold harmless
SCE, and its parent company, subsidiaries, affiliates, and their respective
shareholders, officers, directors, employees, agents, representatives,
successors, and assigns (collectively, the “Indemnified Parties”), from and
against any and all claims, actions, suits, proceedings, losses, liabilities,
penalties, fines, damages, costs, or expenses, including without limitation
reasonable attorneys’ fees (a “Claim”), resulting from (a) any breach of
the representations, warranties, covenants, or obligations of Program
Participant under this Agreement, (b) any act or omission of Program
Participant, whether based upon Program Participant’s negligence,
strict liability, or otherwise, in connection with the performance of this
Agreement, or (c) any third-party claims of any kind, whether based upon
negligence, strict liability, or otherwise, arising out of or connected in any
way to Program Participant’s performance or nonperformance under this
Agreement. This indemnification obligation shall not apply to the extent
that such injury, loss, or damage is caused by the sole negligence or
willful misconduct of SCE.
10.3. Responsibility for Repairs. If Participant -installed equipment damages
SCE-owned Infrastructure, Participant will be responsible for any costs
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associated with making any necessary repairs. If SCE identifies an
improper installation of Participant-installed equipment, Participant agrees
to pay for and be responsible for making any necessary corrections in the
manner requested by SCE.
10.4.Defense of Claim. If any Claim is brought against the Indemnified Parties,
Program Participant, at SCE’s request, shall assume the defense of such
Claim, with counsel reasonably acceptable to the Indemnified Parties,
unless in the opinion of counsel for the Indemnified Parties a conflict
of interest between the Indemnified Parties and Program Participant
may exist with respect to such Claim. If a conflict precludes Program
Participant from assuming the defense, then Program Participant shall
reimburse the Indemnified Parties on a monthly basis for the Indemnified
Parties’ defense costs through separate counsel of the Indemnified
Parties’ choice. If Program Participant assumes the defense of the
Indemnified Parties with acceptable counsel, the Indemnified Parties,
at their sole option and expense, may participate in the defense with
counsel of their own choice without relieving Program Participant of any
of its obligations hereunder.
11.Miscellaneous
All Applicable Tariffs Apply. All applicable SCE tariffs apply to service provided
pursuant to this Agreement, with the following exceptions:
11.1.Rules 15 and 16. Distribution Line and Service Extensions: Because SCE
will design and install the Infrastructure at no cost to Program Participant,
sections in Rules 15 and 16 that address applicant responsibilities or
options are not applicable to Program Participants while participating in
the Charge Ready Charging Infrastructure and Rebate Program. This
may include, but is not limited to, allowances, contributions or advances,
payments, refunds, and design and installation options. This exception
does not apply to certain responsibilities found in Rule 16, such as, but
not limited to, Section A.10, providing rights of way or easements; Section
A.11, providing access to the location; and Section D.1, providing a clear
route for the Service Extension.
11.2.Survival. Program Participant’s obligation to pay Termination Costs
and to indemnify the Indemnified Parties shall survive the expiration or
termination of this Agreement.
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11.3.Assignment. Program Participant shall not assign this Agreement without
the prior written consent of SCE; to be granted or denied in SCE’s sole
discretion. Any assignment and assumption shall be in a form acceptable
to SCE, in SCE’s sole discretion.
11.4.All applicable SCE tariffs apply to service provided pursuant to this
Agreement including, but not limited to, the applicable provisions of SCE’s
Charge Ready Program (CRP) Tariff Schedule filed with the California
Public Utilities Commission. This Agreement shall be subject to such
changes or modifications by the Public Utilities Commission of the State
of California, as said Commission may, from time to time, direct in the
exercise of its jurisdiction.
11.5.Should a conflict exist between the Charge Ready Program Guidelines
and this Agreement, then this Agreement shall control with respect to
such conflict.
11.6.Incentives and Rebates are taxable and if greater than $600 will be
reported to the IRS unless the payee is exempt. SCE will report the
rebate as income on IRS Form 1099. The payee should consult its tax
advisor concerning the taxability of the Rebate Payment.
This Agreement can be signed electronically. If wet signature required, this Agreement
can be downloaded and signed. Following signature, the Program Participant can
upload the completed Agreement. SCE will verify for completeness and accuracy and
will execute the Agreement and reserve funding accordingly.
AGREEMENT BY PROGRAM PARTICIPANT
By signing this document, you represent that the information provided in this Agreement
is true, accurate and complete, and that you will comply with the terms and conditions
set forth in this Agreement. You also represent and warrant that you are a duly
authorized representative of Program Participant with the requisite authority to enter
into this Agreement. For federal government Program Participants, you must be a
Contracting Officer authorized to enter into this Agreement.
Name of Program Participant: SAN BERNARDINO, CITY OF
Name of Program Participant Representative:
______________________________________________
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Title of Program Participant Representative:
_______________________________________________
I certify that the information provided is accurate and complete and that I have authority
to sign this Agreement on behalf of Applicant.
________________________________________________
Signature
Date: ______________
AGREEMENT BY PROPERTY OWNER (If Program Participant is the Property Owner,
no separate signature is required.)
By signing this document, you represent and warrant that you are a duly authorized
representative of the owner of the property on which the Site is located and that you
have the requisite authority to consent to the use of the property in the manner set
forth in this Agreement. You also represent that Property Owner hereby approves the
installation and operation of the Infrastructure and the Charging Equipment, as well
as any other necessary equipment to deploy the Charging Equipment pursuant to the
Program as described in this Agreement. You further agree to execute the Easement
Agreement within thirty (30) calendar days after Easement Agreement is provided by
SCE.
Name of Property Owner Representative:
___________________________________________
Title of Property Owner Representative:
___________________________________________
I certify that I have authority to sign this Agreement on behalf of the Property Owner.
________________________________________
Signature
Date:
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Endnotes
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DISCUSSION
City of San Bernardino
Request for Council Action
Date:September 12, 2023
To:Honorable Mayor and City Council Members
From:Charles E. McNeely, Interim City Manager
Barbara Whitehorn, Agency Director of Administrative Services
Department:Finance
Subject:Discussion of Debt Issuance Options for the City of
San Bernardino
Recommendation:
Receive and file a report on the options for debt issuance.
Executive Summary
Background and general information on the options for issuing long-term debt in the
form of municipal bonds to fund capital projects within the City.
Background
Issuing municipal bonds or “debt” is an effective way to leverage the money that the
City has to fund large capital improvement projects. Long-term debt also aligns the cost
of the project with the life of the asset. For example, issuing 30-year bonds to pay for
streets that, if properly maintained, have asset lives of 30 years, ensures that the
residents paying taxes are paying for the debt service on the project in alignment with
the life of the street.
Discussion
Debt issuances by cities in the State of California are governed by Proposition 13,
which requires that any new taxes be approved by the voters. Cities that do not have
excess funds for debt service must place a measure on the ballot for approval by the
voters in order to issue bonds. Cities that have the capacity to pay for debt service
without additional taxes may structure debt as what is called “lease-revenue
financing,” using capital assets as the equity in a model in which the city finances and
leases the assets for the term of the debt and uses the funds for projects.
The City of San Bernardino has enough General Fund revenue to cover debt service
without raising taxes. Currently the City has a General Fund bond rating of BBB+ from
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Fitch and BBB- from S&P. These ratings are related to the 2020 Pension Obligation
Bonds. Before the City would pursue issuing debt, staff would obtain an Issuer Credit
Rating (ICR) for the City from both Fitch and S&P with the hope of gaining a rating
upgrade because of the significant improvement in the City’s financial position, the
increased economic development interest in the City, and the significant capital
investments that the City has made in the last few years. The interest rate, or the cost
of the debt for the City, will vary with the market and the ratings that the City receives
from the rating agencies.
Because there is a three-year spending deadline for funds received from a debt
issuance, staff recommends that the City’s initial debt issuance be one that is either a
smaller individual project, or “phase one” of a larger project, for example, planning and
engineering for City Hall, or planning and pre-construction for a parks and recreation,
storm drain or streets and sidewalk project, or some combination thereof.
2021-2025 Strategic Targets and Goals
Considering options for issuing long-term debt aligns with Goal No. 1.d: Improved
Operational and Financial Capacity, create a framework for spending decisions.
Fiscal Impact
Receiving and filing a report on the options for issuing debt has no fiscal impact on the
City.
Conclusion
Receive and file a report on the options for debt issuance.
Attachments
Attachment 1 – PowerPoint
Ward:
All Wards
Synopsis of Previous Council Actions:
N/A
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Long-Term Debt
Barbara Whitehorn, Agency Director of Administrative Services
September 12, 2023
Options for the City of San Bernardino
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Why Issue Debt?
$1,000,000 pay-go each
year
What can $1,000,000 / year buy?
•Short street and sidewalk segments
•Building and roof repairs
•Other small projects
Larger projects must be timed to
coincide with savings.
$1,000,000 debt service
What can $1,000,000 / year buy?
•30-year debt service on approximately
$17,000,000
•A single major:
•Street/sidewalk project
•Storm drain project
•Parks and recreation project
•Building project or phase
2
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Why is long-term debt a good model?
•Leverages money to fund large
projects
•Align payments with asset life
•Example:
30-year debt is issued
Funds streets with life of 30 years
Payments align with the “life” of the asset
funded by the debt
3
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Issuing Debt (bonds) – Rules and Regs
•Governed by Proposition 13 – no new taxes
without voter approval
•Cities with adequate revenue may use Lease-
Revenue Financing Model
•City finances buildings it owns and leases them
back over the term of the bonds
4
The City of San Bernardino has adequate
revenue to support using Lease-Revenue
Financing.
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Issuing Debt
•City current bond rating (investment grade)
•BBB+ from Fitch
•BBB- from S&P
•Staff would pursue Issuer Credit Rating from
both Fitch and S&P before issuance
•City’s financial condition
•Economic development
•Capital investments
5
All positive
since last
rating
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Discussion
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DISCUSSION
City of San Bernardino
Request for Council Action
Date:September 12, 2023
To:Honorable Mayor and City Council Members
From:Charles E. McNeely, Interim City Manager
Department:City Manager's Office
Subject:Establish the Economic Development Advisory Ad
Hoc Sub-Committee (Wards 1 & 3)
Recommendation:
1. Adopt Resolution No. 2023-146 of the Mayor and City Council of the City of San
Bernardino, California, establishing the Economic Development Advisory Ad Hoc
Sub Committee.
2. Mayor to appoint three (3) Councilmembers to the sub-committee.
Executive Summary
The purpose of the Economic Development Advisory Ad Hoc Sub Committee will be
to examine significant projects and provide recommendations to the Mayor and City
Council on a range of matters related to the economic development of the downtown
area.
Background
Beginning on May 11, 2023, the Mayor and City Council attended a two-day retreat
that provided the elected officials an opportunity to discuss a myriad of topics and
priorities with the City Manager. Of great importance among them was revitalizing the
downtown area and placing greater focus on the City’s economic development. On
June 30, 2023, the City held a workshop that introduced an array of transformative and
strategic initiatives aimed at revitalizing the efforts to renew the downtown area and
restore it to its former prominence as a center of community activity and on September
12, 2023, Staff brought these strategic initiatives before the Mayor and City Council for
their consideration and approval.
As the City progresses in its revitalization efforts, Staff recognizes the need for, and
benefits of, a Council ad hoc sub-committee focused on moving the City forward with
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implementing critical initiatives, programs, and investments aimed at revitalizing the
City.
Discussion
The purpose of the Economic Development Advisory Ad Hoc Sub-Committee is to
provide recommendations to the Mayor and City Council on a broad range of matters
related to economic development of the downtown area. In order to function as a true
‘ad hoc’ sub-committee and not a standing committee subject to the Brown Act, the
sub-committee must be comprised solely of less than a quorum of council members,
have a limited purpose, and have a limited duration. The proposed advisory ad hoc
sub-committee will be made up of three members of the City Council appointed by the
Mayor in accordance with Section 303(d) of the City Charter with a focus on the
downtown core and for a period not to exceed twelve (12) months from the effective
date.
The sub-committee will provide an opportunity for members to review significant
projects, programs, and activities in economic development prior to consideration by
the entire Council. As stipulated in Chapter 2.76 of the City’s Municipal Code, council
sub-committees can study, research, and make recommendations to the Mayor and
City Council concerning any matter referred to the committee by the City’s elected
officials. Any policy decisions or direction to staff must still be provided by the City
Council as a whole at a regular or special Council meeting. The Economic
Development Advisory Ad Hoc Sub-Committee will meet on its own schedule and
report back to the Mayor and City Council as needed.
2021-2025 Strategic Targets and Goals
The establishment of the Economic Development Ad Hoc Sub-Committee aligns with
Goal #4: Economic Growth and Development, Priority C: Roll out a strategy to create
a 21st century urban core as it will advance the City’s efforts to revitalize the downtown
area by reviewing significant projects, programs, and economic development activities
and making appropriate recommendations to the City Council.
Fiscal Impact
The establishment of the Economic Development Advisory Sub-Committee will not
have any fiscal impact to the City.
Conclusion
1. Adopt Resolution No. 2023-146 of the Mayor and City Council of the City of San
Bernardino, California, establishing the Economic Development Advisory Ad Hoc
Sub Committee.
2. Mayor to appoint three (3) Councilmembers to the sub-committee.
Attachments
Attachment 1 - Resolution No. 2023-146
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Ward:
Ward 1; Ward 3
Synopsis of Previous Council Actions:
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Resolution No. 2023-146
Resolution No. 2023-146
September 12, 2023
Page 1 of 3
RESOLUTION NO. 2023-146
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
ESTABLISHING THE ECONOMIC DEVELOPMENT
ADVISORY AD HOC SUB-COMMITTEE.
WHEREAS, under Section 600 of the City Charter and Chapter 2.76 of the San Bernardino
Municipal Code, the City Council may establish sub-committees to study, research, and make
appropriate recommendations to the Mayor and City Council concerning any matter referred by
the Mayor and City Council; and
WHEREAS, Section 303(d) of the City Charter states that the Mayor is to appoint the
members and officers of Council committees make up of less than a majority of the City Council
members, and
WHEREAS, on June 30, 2023 the City held a workshop to present an array of
transformative and strategic initiatives aimed at revitalizing efforts to renew the downtown area
and restore it to its former prominence as a center of community activity; and
WHEREAS, Staff recognizes the need for, and benefits of, a Council ad hoc sub-
committee focused on moving the City forward with implementing critical initiatives, programs,
and investments aimed at revitalizing the downtown core.
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 Economic Development Advisory Ad Hoc Sub-Committee is hereby
established with the purpose of providing recommendations to the Mayor and City Council on a
broad range of matters generally related to economic development of the downtown area. The sub-
committee will be comprised by three members of the City Council appointed by the Mayor in
accordance with Section 303(d) of the City Charter and will meet as needed for a period not to
exceed twelve (12) months from the effective date of this resolution.
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.
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Resolution No. 2023-146
Resolution No. 2023-146
September 12, 2023
Page 2 of 3
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 12th day of September 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. 2023-146
Resolution No. 2023-146
September 12, 2023
Page 3 of 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
Resolution No. 2023-146 adopted at a regular meeting held on the 12th day of September 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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5
4
2
DISCUSSION
City of San Bernardino
Request for Council Action
Date:September 12, 2023
To:Honorable Mayor and City Council Members
From:Charles E. McNeely, Interim City Manager
Department:City Manager's Office
Subject:Strategic Initiatives (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Adopt Resolution No. 2023-144:
a. Approving and authorizing the Agency Director of Administrative
Services to amend the City of San Bernardino’s FY 2023/24 Operating
Budget totaling $5,705,188 with $3,435,188 in General Fund Strategic
Reserve appropriations, $1,700,000 in General Fund Capital
Contingency Reserve appropriations, and $570,000 in Cultural
Development Fund appropriations; and
b. Approving the creation of the Economic Development Department; and
c. Directing staff to prepare and bring back a revised City salary schedule
to include any new positions that are budgeted.
2. Approve the Proposed Strategic Initiatives for Future Years to be considered as
part of the FY 2024/25 & FY 2025/26 Biennial Budget process and prioritize the
Strategic Initiatives for funding.
3. Direct staff to bring back Strategic Initiatives that require further Council review
and approval.
Executive Summary
This follow-up to the June 30 Workshop addresses the City’s economic forecast, the
viability of closing vacant positions, and the specific funding sources for the Strategic
Initiatives.
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5
4
2
Background
The Mayor and City Council held a Retreat Workshop (“Retreat”) from May 11, 2023,
through May 13, 2023, where they defined their goals and priorities for the City of San
Bernardino. At the Retreat, economic development opportunities and city staffing
priorities, among other topics, were discussed.
On June 21, 2023, the Mayor and City Council approved the FY 2023/24 Operating
Budget and Capital Improvement Plan. The FY 2023/24 Operating Budget included a
surplus of over $7 million and there is an anticipated increase of $5.4 million to Fund
Balance for year-end FY 2022/23.
On June 30, 2023, a Special Workshop (“Workshop”) was held to address the Council’s
goals and priorities. The Workshop was informational only and allowed staff to present
a series of Strategic Initiatives and other programs/proposals for the Council’s future
consideration.
Discussion
During the June 30 Workshop, Council expressed concern regarding the reoccurring
costs of the Strategic Initiatives and the impact that a drop in consumer spending may
have on the City’s ability to fund these costs in the future. Additionally, Council inquired
about the viability of closing vacant positions and re-allocating their budgets to fund the
Strategic Initiatives. This follow-up to the June 30 Workshop addresses those
concerns as staff will provide a presentation and analysis of the City’s economic
forecast, position control, and a comparative analysis of other cities.
Funding for the Strategic Initiatives comes from three sources: 1) the Strategic
Reserve, 2) the Capital Contingency Reserve, and 3) the Cultural Development Fund.
The Strategic Reserve is a $3,539,363 set-aside from ongoing General Fund revenue
and is at the discretion of the City Council to allocate towards the Strategic Initiatives.
The Capital Contingency Reserve includes $6,000,000 and is designed to address
funding gaps for CIP projects. The Cultural Development Fund, which currently has a
fund balance of $4,374,552, is a revenue stream comprised of a development impact
fee on new construction or improvement projects. This fund is intended to support
cultural enhancements and developments that are deemed to be a public benefit,
which may include renovations to community centers, enhancing and cleaning City
parks, etc.
The specific funding sources for each item, their estimated cost for FY 2023/24, and
their future costs (if applicable) are outlined in the tables on the following pages. For
costs related to new staffing positions, the FY 2023/24 costs are based on the positions
being filled as of January 1, 2024, which is in line with the typical recruitment and
onboarding timelines for the City.
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1
5
4
2
SR=Strategic Reserve; CC=Capital Contingency; CD = Cultural Development Fund
1. Quality of Life
FY 2023/24 Recommendations FY 2023/24 Source Future
(Based on FY24)
a. Turf-friendly mini loader $170,000 CD One Time
b. Maintenance Services Agreement:
Comprehensive bio-hazard cleanup $250,000 CD $250,000
c. Maintenance Services Agreement
Weed abatement and brush clearing $150,000 CD $150,000
d. Hazard Pay $93,600*SR $124,800
e. Private Security City-Wide $1,256,000 SR $1,256,000
* Cost for FY 2023/24 assumes implementation on 9/1/2023
2. One Stop Shop
FY 2023/24 Recommendations FY 2023/24 Source Future
(Based on FY24)
a. One Stop Shop Construction $400,000 CC One Time
b. One (1) Community & Developer Ombudsman $69,061 SR $138,122
c. One (1) Senior Customer Service Representative $47,994 SR $95,987
3. Infrastructure Master Plans
FY 2023/24 Recommendations FY 2023/24 Source Future
(Based on FY24)
a. City Hall preliminary engineering and space study $300,000 CC One Time
b. Bridge Management Plan $500,000 CC One Time
c. ADA Master Plan – Phase I $500,000 CC One Time
4. Legislative Advocacy
FY 2023/24 Recommendations FY 2023/24 Source Future
(Based on FY24)
a. Legislative and Government Affairs Manager $86,937 SR $173,873
b. Federal Advocacy Contract $125,000 SR $125,000
c. State Advocacy Contract $125,000 SR $125,000
5. Strategic Staffing Initiatives
Recommendations FY 2023/24 Source Future
(Based on FY24)
Animal Services
a. One (1) Deputy Director of Animal Services $102,001 SR $204,001
b. One (1) Registered Veterinary Technician $40,630 SR $81,259
c. One (1) Veterinary Assistant $33,277 SR $66,554
City Manager’s Office
d. One (1) Assistant City Manager $148,588 SR $297,175
Economic Development Department
e. One (1) Economic Development Director $140,188 SR $280,376
f. Three (3) Economic Development Managers $279,327 SR $558,654
g. One (1) Administrative Assistant – Economic Development $40,275 SR $80,549
Housing & Homelessness Division
h. One (1) Housing Division Manager $93,511 SR $187,022
i. One (1) Principal Accountant $73,534 SR $147,067
j. One (1) Management Analyst II $59,974 SR $119,948
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5
4
2
Parks, Recreation, and Community Services
k. One (1) Deputy Director of Parks, Recreation, and
Community Services $102,001 SR $204,001
Planning Division
l. Reclassify -
Deputy Director to City Planner/Planning Manager ($51,758)SR ($103,516)
m. One (1) Senior Planner $73,221 SR $146,441
n. One (1) Associate Planner $63,412 SR $126,823
o. One (1) Planning Aide $49,913 SR $99,826
p. One (1) Administrative Assistant $40,275 SR $80,549
Public Works
q. Three (3) Engineering Project Managers for the Public
Works Department $257,420 SR $514,839
r. One (1) Land Development Engineer $85,807 SR $171,613
6. Proposed Strategic Initiatives for Future Years – FY 2024-25 and beyond
Recommendations Amount Source Type
Quality of Life PD Team $1,575,486 General
Fund Ongoing
Park Ranger Program $505,900 General
Fund Ongoing
Annual allocation of $2,000,000 beginning in Fiscal Year
2026/27 to help sustain homeless-related activities $2,000,000 General
Fund Ongoing
ADA Master Plan – Future Phases $1,500,000 General
Fund One Time
Storm Drain Master Plan $1,000,000 General
Fund One Time
Facility/Building Management Plan $1,000,000 General
Fund One Time
Projects Funding Summary
Source FY 2023/24 Ongoing Costs
Strategic Reserve*$3,435,188 1 $5,301,963 2
Capital Contingency $1,700,000 None
Cultural Development Fund $570,000 $400,000 3
1 Includes savings from reclassifications.
2 Based on Fiscal Year 2023/24 costs. Does not include the proposed strategic initiatives for future consideration (table 6).
3 Assumes another source of funding for bio-hazard cleanup and weed abatement clearing is not found.
2021-2025 Strategic Targets and Goals
The approval of the Strategic Initiatives aligns with Key Target No. 1: Improved
Operational & Financial Capacity by establishing clear policy direction and predictable
organization structures; Key Target No. 2: Focused, Aligned Leadership and Unified
Community by building a culture that attracts, retains, and motivates the highest quality
talent, as well as investing in tools that continually improve organizational efficiency
and effectiveness; Key Target No. 3: Improved Quality of Life by improving the City’s
appearance, cleanliness, and attractiveness, as well as enhancing customer-service
into all City operations; and Key Target No 4: Economic Growth & Development by
establishing a strategy to create a 21st century urban core.
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1
5
4
2
Fiscal Impact
The impact to the General Fund is $3,435,188 in Strategic Reserve appropriations and
$1,700,000 in Capital Contingency Reserve appropriations. The impact to the Cultural
Development Fund is $570,000.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Adopt Resolution No. 2023-144 approving and authorizing:
a. Approving and authorizing the Agency Director of Administrative
Services to amend the City of San Bernardino’s FY 2023/24 Operating
Budget totaling $5,705,188 with $3,435,188 in General Fund Strategic
Reserve appropriations, $1,700,000 in General Fund Capital
Contingency Reserve appropriations, and $570,000 in Cultural
Development Fund appropriations; and
b. Approving the creation of the Economic Development Department; and
c. Directing staff to prepare and bring back a revised City salary schedule
to include any new positions that are budgeted.
2. Approve the Proposed Strategic Initiatives for Future Years to be considered as
part of the FY 2024/25 & FY 2025/26 Biennial Budget process and prioritize the
Strategic Initiatives for funding.
3. Direct staff to bring back Strategic Initiatives that require further Council review
and approval.
Attachments
Attachment 1 – Strategic Initiatives Presentation
Attachment 2 – Resolution No. 2023-144
Attachment 3 – Position Control
Attachment 4 – Organizational Chart
Attachment 5 – June 30 Workshop Presentation
Ward:
All Wards
Synopsis of Previous Council Actions:
May 11-13, 2023 Mayor and City Council held a Retreat Workshop where they
defined their goals and priorities.
June 21, 2023 Mayor and City Council approved the FY 2023/24 Operating
Budget and Capital Improvement Plan.
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5
4
2
June 30, 2023 Mayor and City Council held a Special Workshop where they
were presented with a series of Strategic Initiatives that
addressed their goals and priorities
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Mayor and City Council
Strategic Initiatives
September 6, 2023
1
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City Manager’s
Opening Remarks
Charles McNeely
2
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Position
Control
Economic
Forecast
Bottom
Line:
Funding
Strategic
Initiatives
Overview
June 30
Workshop
Recap
Growth Over
Time & Staff
Structure
Market
Position
3
Packet Pg. 84
June 30 Workshop Recap
Agenda Topics
Quality of Life
Initiatives
Development
Services
One Stop
Shop Project
Infrastructure
Master Plan &
City Hall
Building
Legislative
Affairs
Program
Economic
Development
Bottom Line:
Fiscal ImpactOn Friday, June 30, 2023, the
Mayor and City Council held an
informational workshop where
no formal action was taken.
4
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Economic
Forecast
Presented by: Barbara Whitehorn
5
Packet Pg. 86
Inflation, CPI and Employment
Inflation
•Inflation slowing down
•July Inflation: 3.2%
•Slightly higher than June's 2.97%
•July 2022 inflation: 8.5%
Consumer Price Index (matches inflation)
•July 2023 year-over-year: 3.2%
•Down from peak 9.1% in June 2022
Employment and Wage Growth
•1.6 jobs for every 1 unemployed person
•Hourly earnings increased 4.4% year-over-year
•May hit 6% this year
The Fed has a
goal of 2.0%
inflation
6
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Economics and Forecast
Sales Tax – State and Local
•Growth is anticipated to slow in FY 2023/24
•Statewide growth: 0.5%
•City of San Bernardino growth: 4 -5%
•Main Drivers:
•Slowdown in auto sales (-3.3%)
•Energy prices coming down (-6.4%)
Property Tax
•The City receives a portion of Property Tax in lieu
of VLF Fees annually (73.2%)
•$21,349,222 in FY 2023
Growth is slowing,
but sales tax
receipts are still
increasing
The City has an
option to exercise
the reopener
clause this year.
7
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Economics and Forecast
Property Tax
•Property Tax is generally a stable revenue
•Growth can be unpredictable
•The number of home and other sales in
dropped 15% from calendar year 2021 to
2022
•Residential home sales prices increased on
average 13.5% in calendar year 2022
•Prices dropped in the first quarter of
calendar year 2023 by 6.6%
8
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Economics and Forecast
The Bottom Line
•Strong Labor Market
•1.6 jobs for every 1 unemployed
person
•Slowing Inflation
•Continued Sales Tax Growth
•Slow but Steady Property Tax Growth
9
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Position Control
Presented by:
Genevieve Valdez & Suzie Soren
10
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Recruitment & Retention
Position Control – Internal control of full-time positions
•826 FTEs
•119 Vacancies
Turnover Rate – Ability to retain employees
•Healthy/Average - 10%
•San Bernardino - 17%
Vacancy Rate – Ability to recruit employees
•Healthy/Average - 6.8%
•San Bernardino - 15%
The Bottom Line:
High turnover and high vacancy equates to reduced service delivery.
11
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0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
Turnover
(Retention)
Vacancy
(Recruitment)
Recruitment & Retention
12
San Bernardino
Industry Average
The Bottom Line:
Turnover and vacancy rates decrease efficiency, impair outcomes, and increase regulatory challenges.
Turnover & Vacancy Rates Comparison
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Costs of Turnover & Vacancy
Costs of Turnover
Productivity loss from turnover is equal to approximately
1.5 - 2.0x of the employee’s salary.
Costs of Vacancy
Recruitment and onboarding costs for new employees
averages 75% of the employee’s salary.
The Bottom Line:
It takes 1-2 years for a new employee to reach 100% productivity.
Turnover and vacancy reduces service levels and contributes to higher costs.
13
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Impacts of Turnover & Vacancy
Consequences
•Reduced Workforce Capacity
•Increased Workload
•Reduced Productivity
•Operations & Services Suffer
•Lack of Strategic Workforce Planning
The Bottom Line:
Diminished services to the community and failure to meet strategic goals.
14
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Growth Over Time
& Staff Structure
Presented by:
William Lampi
15
Packet Pg. 96
What We Evaluated
•8 Different Cities from 2015 to Current
o Population Growth
o Budgets
o Total Employees
o Organizational Structure
▪City-Wide
▪Department Level
▪Division Level
Growth Over Time
Colton
Corona
Fontana
Moreno Valley
Ontario
Pomona
Rancho Cucamonga
Riverside
16
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Growth Over Time
17
The Bottom Line:
Growing cities have growing needs.
To meet the needs of its residents, the City needs to increase its capacity to deliver services.
*Excludes Fire and Utilities
Population Growth vs City Employee Growth
8 City Average
San Bernardino
3%
10%
1%
19%
0%
5%
10%
15%
20%
Population FTE
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48
31
34
37
20
25
30
35
40
45
50
2008 2013 2018 2024
Employees Per 10,000 Residents
42
35
29
18
The Bottom Line:
The City has less employees per resident than historic levels.
The City cannot provide the same level of service to its residents than it did historically.
YEAR FTEs
2008 991
2010 879
2013 667
2015 763
2018 746
2020 651
2024 826
Full-Time Equivalent Positions Over Time
*Excludes Fire and Utilities FY FY FY FY
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19
The Bottom Line:
The City has less maintenance workers, engineers, code officers, and planners than in 2008.
8.4
4.2
3.6
1.7
6.1
3.0
0.0
2.0
4.0
6.0
8.0
10.0
Public Works Community & Economic Development
Employees Per 10,000 Residents
2008
2015
2024
*Accounts for changes in
department organization
and excludes utilities
Total FTEs
PW CED
174 87
77 37
136 68
Full-Time Equivalent Positions Over Time
FY
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20
25
30
35
40
FY 2015 FY 2024
Impact of Turnover & Vacancy on Service Delivery
6 employees
per 10,000
*Excludes Fire and Utilities
20
12 employees
per 10,000
Increased Service Gap
From Turnover & Vacancy
The Bottom Line:
High turnover and vacancy rates compromises service delivery.
8 City Average
San Bernardino
Employees Per 10,000 Residents
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Staff Structure – City Wide
8 City Average
*Excludes Public Safety and Utilities
21
City Manager
Assistant City Managers
Directors & Deputy Directors
Division Managers
Administrative Supervisors
Maintenance & Facility Supervisors
Accountants & Analysts
Engineers & Planners
Project Managers & Specialists
Administrative Assistants & Technicians
Customer Service Representatives
Maintenance Workers & Operators
Executives
Management &
Supervisory
Professional &
Paraprofessional
Front Line &
Administrative Support
The Bottom Line:
A strong and robust employment structure allows for improved recruitment, retention, and service delivery.
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Staff Structure – City Wide
San Bernardino
Executives
Management &
Supervisory
Professional &
Paraprofessional
Front Line &
Administrative Support
22
The Bottom Line:
Gaps in the City’s structure impairs strategic outcomes and causes regulatory compliance challenges.
Higher level employees work out of class to
fill professional & paraprofessional gaps.
Executives and managers are unable
to focus on developing and
implementing strategic outcomes.
Unfilled gaps create oversight
challenges for projects, programs,
and grants.
*Excludes Public Safety and Utilities
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Staff Structure – Division Level
Maintenance & Operations Planning Division
Executives
Management &
Supervisory
Professional &
Paraprofessional
Front Line &
Administrative Support
8 City Average
1%
9%
5%
85%
23
The Bottom Line:
Different departments and divisions have different staffing structure needs.
3%
7%
67%
23%
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0 2 4 6 8 10 12
Staff Structure – Division Level
Planning Division
Fontana
8 City Average
San Bernardino
24
The Bottom Line:
Lack of front line & support staff requires planners to fill in coverage gaps at the front counter.
This results in slower turnaround times for plan reviews and higher workloads.
Professional
Staff
Front Line &
Support Staff
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Parks & Recreation
0 1 2 3
Staff Structure – Department Level
25
8 City Average
San Bernardino
The Bottom Line:
Leadership is stretched between developing strategic outcomes and overseeing multiple responsibilities.
Executives
(Director & Deputy Director)
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Market Position
Presented by: Suzie Soren
26
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Surveyed Cities
• Colton • Pomona
• Corona • Moreno Valley
• Fontana • Rancho Cucamonga
• Ontario • Riverside
Market Analysis
Why These Cities
•Compensation Philosophy
•Recruitment/Retention
•Employees leaving to these agencies
27
San Bernardino
Colton
Riverside
Moreno
Valley
Fontana
Rancho
Cucamonga
Ontario
Corona
Pomona
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Market Analysis
Benefits
•Health Insurance
•CalPERS
•Employer Paid Member Contribution
•Supplemental Retirement
•Leave Accruals
•Work Schedule
28
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Over the last 3 years there has been a 37% decrease in clicks
(views) and 45% decrease in applications received for job postings.
Application Statistics
1,878
1,307 1,192
2020 2021 2022
29
96
63
52
2020 2021 2022
Number of Clicks on City Jobs Openings Number of Applications per Job Posting
The Bottom Line:
There is an intentional decision among job seekers not to apply to the City.
Fewer “clicks” and applications reduces the pool of high-quality applicants.
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Market Comparison
In San Bernardino, it is perceived that employees experience:
•Lower Wages
•No Vacation Leave Available in First Year
•Lower Vacation Accruals
•Lower Leave Accrual Caps
•Higher Employee Contributions to CalPERS
•Higher Cost of Benefits
•Working in a city with a negative reputation
•Higher workloads and burnout
•Instability
The Bottom Line:
Harder to Recruit and Harder to Retain Employees.
Results in Diminished Services to the Community and Failure to meet Strategic Goals.
30
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Bottom Line:
Funding Strategic
Initiatives
Presented by:
Barbara Whitehorn
31
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Staff Recommendations - Quality of Life
Staff recommends consideration and approval of the following:
•Turf-Friendly Mini-Loader w/Power Washer One Time $170,000 CD
•Biohazard Cleanup Agreement Ongoing $250,000 CD
•Weed Abatement & Brush Clearing Agreement Ongoing $150,000 CD
•Hazard Pay at $200/week for 2 crews FY 23/24 $93,600 SR
•FY 23/24 based on 9/1/23 effective date
•Ongoing Full-Year Cost: $124,800
•City-wide Security Contract Ongoing $1,256,000 SR
•Already Budgeted: $924,500
Bottom Line
Expanding the City’s Quality of Life tools and services improves the City’s appearance,
cleanliness, safety, and attractiveness for its residents, businesses, and the development
community.
32
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $1,349,600 $1,380,800
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $570,000 $400,000
Total $1,919,600 $1,780,800
(FSI) Future
Strategic
Initiatives
$4,081,386
$1,919,600
Packet Pg. 113
Staff Recommendations - Quality of Life
Staff recommends prioritizing the following as part of the budget process
•Quality of Life Police Department Team Ongoing $1,575,486 FSI
•Park Ranger Program Ongoing $505,900 FSI
•Homelessness Services Sustainability Ongoing $2,000,000 FSI
•Beginning FY 2026/27
Staff recommends for Council to provide direction on the following:
•Additional rules for restrictions around sensitive uses/areas
•An ordinance prohibiting the storage of personal property in public areas
Bottom Line
Expanding the City’s Quality of Life tools and services improves the City’s appearance,
cleanliness, safety, and attractiveness for its residents, businesses, and the development
community.
33
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $1,349,600 $1,380,800
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $570,000 $400,000
Total $1,919,600 $1,780,800
(FSI) Future
Strategic
Initiatives
$4,081,386
$4,081,386
Packet Pg. 114
Staff Recommendations – One Stop Shop
Staff recommends consideration and approval of the following:
•Design and Construction One Time $400,000 CC
•Already Budgeted: $400,000
•Ombudsperson Salary & Benefits FY 23/24 $69,061 SR
•Ongoing Full-Year Estimate: $138,122
•Bilingual Senior Customer Service Rep. FY 23/24 $47,994 SR
•Ongoing Full-Year Estimate: $95,987
Note: FY 23/24 staff costs are based on 6 months of employment (1/1/24 start date)
Bottom Line
Establishing the One-Stop Shop reduces wait times, improves the plan check process,
and enhances the customer experience, making the City’s permitting process friendlier to
developers, businesses, and residents alike.
34
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $ 117,055 $ 234,109
(CC) Capital
Contingency $ 400,000 $ 0
(CD) Cultural
Development $ 0 $ 0
Total $ 517,055 $ 234,109
(FSI) Future
Strategic
Initiatives
$ 0
$517,055
Packet Pg. 115
Staff Recommendations – Infrastructure
Staff recommends consideration and approval of the following:
•City Hall Engineering and Space Study One Time $300,000 CC
•Bridge Management Master Plan One Time $500,000 CC
•ADA Master Plan, Phase I One Time $500,000 CC
Staff recommends prioritizing the following as part of the budget process
•ADA Master Plan, Future Phases One Time $1,500,000 FSI
•Storm Drain Master Plan One Time $1,000,000 FSI
•Facility / Building Management Plan One Time $1,000,000 FSI
Bottom Line
Establishing Master Plans enables the City to wholistically evaluate its infrastructure
needs, allowing for proactive improvements in the prioritization, development, and delivery
of capital projects.
35
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $ 0 $ 0
(CC) Capital
Contingency $ 1,300,000 $ 0
(CD) Cultural
Development $ 0 $ 0
Total $ 1,300,000 $ 0
(FSI) Future
Strategic
Initiatives
$ 3,500,000
$1,300,000
$3,500,000
Packet Pg. 116
Staff Recommendations – Legislative Affairs
Staff recommends consideration and approval of the following:
•Federal Advocacy Contract Ongoing $125,000 SR
•State Advocacy Contract Ongoing $125,000 SR
•Legislative & Governmental Affairs Manager FY 23/24 $86,937 SR
•Ongoing Full-Year Estimate: $173,873
Note: FY 23/24 staff costs are based on 6 months of employment (1/1/24 start date)
Staff recommends for Council to provide direction on the following:
•Identifying a list of potential projects for upcoming state and federal funding cycles.
•Updating the Legislative Platform to expand the homelessness platform and include
Animal Services, funding equities, fentanyl and other illegal drugs, and tribal
sovereignty.
Bottom Line
Establishing a Legislative Affairs position and approving advocacy contracts improves the
City’s ability to secure state and federal funding and ensures that the Mayor and Council
has full visibility over impactful legislation.
36
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $ 336,937 $ 423,873
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $ 0 $ 0
Total $ 336,937 $ 423,873
(FSI) Future
Strategic
Initiatives
$ 0
$336,937
Packet Pg. 117
Staff Recommendations – Economic Development
Staff recommends Council provide direction on the following:
•Investment Playbook/Nerve Center Operator
•Investment Playbook Fiscal Agent
•Evaluate the Feasibility of Economic Development Initiatives
•Implementing a Downtown Economic Impact Study
•Property and Business Improvement District Formation
•Pedestrian Activation at Court Street
•Special Event Programming
•Revolving Loan Program
•Retaining a brokerage firm to market city-owned properties
•Establishing a Downtown University Campus
•Implementing an Economic Development Action Plan
•Expanding Chamber and Association Partnerships
•Rebranding
Bottom Line
Establishing operational plans and roadmaps that include community and stakeholder
partnerships will allow the City to implement a new Economic Development Plan for the
revitalization of Downtown.
37
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve
None at
this time
None at
this time
(CC) Capital
Contingency
None at
this time
None at
this time
(CD) Cultural
Development
None at
this time
None at
this time
Total None at
this time
None at
this time
(FSI) Future
Strategic
Initiatives
$ 0
Packet Pg. 118
Staff Recommendations – Strategic Staffing
Staff recommends consideration and approval of the following:
•Economic Development Department Staffing
•Director of Economic Development FY 23/24 $140,188 SR
•Ongoing Full-Year Estimate: $280,376
•Three Economic Development Managers FY 23/24 $279,327 SR
•Ongoing Full-Year Estimate: $558,654
•Administrative Assistant FY 23/24 $40,275 SR
•Ongoing Full-Year Estimate: $80,549
Note: FY 23/24 staff costs are based on 6 months of employment (1/1/24 start date)
Bottom Line
Providing a greater focus and commitment to Economic Development by establishing and
staffing the Economic Development Department accelerates Downtown revitalization
efforts and allows the City to attract new businesses with greater marketing and outreach
initiatives, retain existing business with better services, and establish special event
programs, leading to long-term revenue growth and economic prosperity.
38
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $459,790 $919,579
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $ 0 $ 0
Econ Dev
Subtotal $459,790 $919,579
(FSI) Future
Strategic
Initiatives
$ 0
$459,790
Packet Pg. 119
Staff Recommendations – Strategic Staffing
Staff recommends consideration and approval of the following:
•Animal Services Staffing
•Deputy Director of Animal Services FY 23/24 $102,001 SR
•Ongoing Full-Year Estimate: $204,001
•Registered Veterinary Technician FY 23/24 $40,630 SR
•Ongoing Full-Year Estimate: $81,259
•Veterinary Assistant FY 23/24 $33,277 SR
•Ongoing Full-Year Estimate: $66,554
Note: FY 23/24 staff costs are based on 6 months of employment (1/1/24 start date)
Bottom Line
Enhancing the veterinary staff and leadership of Animal Services improves the
department’s service levels, provides for better care and well-being of animals, and
enables the department to bring forward more programs and initiatives for the benefit of
the City.
39
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $175,908 $351,814
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $ 0 $ 0
Animal Services
Subtotal $175,908 $351,814
(FSI) Future
Strategic
Initiatives
$ 0
$175,908
Packet Pg. 120
Staff Recommendations – Strategic Staffing
Staff recommends consideration and approval of the following:
•City Manager’s Office Staffing
•Assistant City Manager FY 23/24 $148,588 SR
•Ongoing Full-Year Estimate: $297,175
Note: FY 23/24 staff costs are based on 6 months of employment (1/1/24 start date)
Bottom Line
Strengthening the structure, capacity, and span of control of the City Manager’s Office
enables the City to accelerate the implementation of Council’s strategic goals and
priorities, as well as providing improved focus and direction on enhancing City-wide
operations, high-priority projects, and resolving highly sensitive matters.
40
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $148,588 $297,175
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $ 0 $ 0
City Manager Ofc
Subtotal $148,588 $297,175
(FSI) Future
Strategic
Initiatives
$ 0
$148,588
Packet Pg. 121
Staff Recommendations – Strategic Staffing
Staff recommends consideration and approval of the following:
•Housing and Homelessness Staffing
•Housing Division Manager FY 23/24 $93,511 SR
•Ongoing Full-Year Estimate: $187,022
•Principal Accountant FY 23/24 $73,534 SR
•Ongoing Full-Year Estimate: $147,067
•Management Analyst II FY 23/24 $59,974 SR
•Ongoing Full-Year Estimate: $119,948
Note: FY 23/24 staff costs are based on 6 months of employment (1/1/24 start date)
Bottom Line
Improving the Housing Division’s project planning, management, and oversight capacity
leads to increases in the City’s housing inventory and allow for more rigorous monitoring
and compliance practices.
41
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $227,019 $454,037
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $ 0 $ 0
Housing
Subtotal $227,019 $454,037
(FSI) Future
Strategic
Initiatives
$ 0
$227,019
Packet Pg. 122
Staff Recommendations – Strategic Staffing
Staff recommends consideration and approval of the following:
•Parks, Recreation and Community Services Staffing
•Deputy Director of Parks FY 23/24 $102,001 SR
•Ongoing Full-Year Estimate: $204,001
Note: FY 23/24 staff costs are based on 6 months of employment (1/1/24 start date)
Bottom Line
Enhancing Park’s leadership structure improves oversight over the department’s operating
budget, grant programs, and CIP projects, allowing for new and expanded efforts in
revitalizing the City’s parks and programs.
42
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $102,001 $204,001
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $ 0 $ 0
Parks
Subtotal $102,001 $204,001
(FSI) Future
Strategic
Initiatives
$ 0
$102,001
Packet Pg. 123
Staff Recommendations – Strategic Staffing
Staff recommends consideration and approval of the following:
•Planning Division Staffing
•The City Planner (Reclassification) FY 23/24 ($51,758) SR
•Ongoing Full-Year Estimate: ($103,516)
•Senior Planner FY 23/24 $73,221 SR
•Ongoing Full-Year Estimate: $146,441
•Associate Planner FY 23/24 $63,412 SR
•Ongoing Full-Year Estimate: $126,823
•Planning Aide FY 23/24 $49,913 SR
•Ongoing Full-Year Estimate: $99,826
•Administrative Assistant FY 23/24 $40,275 SR
•Ongoing Full-Year Estimate: $80,549
Note: FY 23/24 staff costs are based on 6 months of employment (1/1/24 start date)
Bottom Line
Expanding the Planning Division improves the City’s responsiveness to developers and
reduces the review times for projects, making the City more friendly and attractive for
economic development.
43
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $175,063 $350,123
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $ 0 $ 0
Planning
Subtotal $175,063 $350,123
(FSI) Future
Strategic
Initiatives
$ 0
$175,063
Packet Pg. 124
Staff Recommendations – Strategic Staffing
Staff recommends consideration and approval of the following:
•Public Works Staffing
•Three Engineering Project Managers FY 23/24 $257,420 SR
•Ongoing Full-Year Estimate: $514,839
•Land Developer Engineer FY 23/24 $85,807 SR
•Ongoing Full-Year Estimate: $171,613
Note: FY 23/24 staff costs are based on 6 months of employment (1/1/24 start date)
Staff recommends for Council to provide direction on the following:
•Retitling the Departments
•Retitling the Agency Directors
Bottom Line
Working towards a more robust Engineering staffing structure improves CIP project
management capacity, reduces the CIP project workload from 47 projects per manager to
24 (which is closer to the industry average of 7-10 projects per manager), and accelerates
CIP project delivery, allowing the City to better meet the needs of the community.
44
FUNDING
SOURCE FY 23/24 ONGOING
(SR) Strategic
Reserve $343,227 $686,452
(CC) Capital
Contingency $ 0 $ 0
(CD) Cultural
Development $ 0 $ 0
Public Works
Subtotal $343,227 $686,452
(FSI) Future
Strategic
Initiatives
$ 0
$343,227
Packet Pg. 125
$4,081,386$1,780,800$1,919,600
Costing Overview
45
FY 2023/24 Ongoing Costs Future
Considerations
Quality of Life
One Stop Shop
Infrastructure
Legislative Affairs
Economic
Development
Strategic Staffing
$0$234,109$517,055
$3,500,000$0$1,300,000
$0$423,873$336,937
$0$0$0
$0$3,263,181$1,631,596
$7,581,386$5,701,963$5,705,188
Packet Pg. 126
Strategic Reserve-Ongoing Costs•Strategic
Reserve:
$3,539,363
•Total Proposed
(FY 2023/24):
$3,435,188
•Remaining
(FY 2023/24):
$104,175
•Est. Ongoing
(future years):
$5,301,963 Capital Reserve- One-Time Costs•Capital
Reserve:
$6,000,000
•Total Proposed
(FY 2023/24):
$1,700,000
•Remaining
(FY 2023/24):
$4,300,000
•Est. Ongoing
(future years):
N/A (one-time)Cultural Development•Cultural Dev.
Fund Balance:
$4,374,552
•Total Proposed
(FY 2023/24):
$570,000
•Remaining
(FY 2023/24):
$3,804,552
•Est. Ongoing
(future years):
$400,000
Summary of Funding Sources
46
Packet Pg. 127
Staff Recommendation
1.Adopt Resolution 2023-144:
a.Amending the FY 2023/24 Operating Budget totaling $5,705,188 with:
•$3,435,188 in General Fund Strategic Reserve total appropriations
•$1,700,000 in General Fund Capital Contingency Reserve total appropriations
•$570,000 in Cultural Development Fund total appropriations
b.Approving the creation of the Economic Development Department
c.Directing staff to prepare and bring back a revised City salary schedule to include new
positions
2.Approve the Proposed Strategic Initiatives for Future Years to be considered as part of the FY
2024/25 & FY 2025/26 Biennial Budget process and prioritize the Strategic Initiatives for funding
3.Direct staff to bring back Strategic Initiatives requiring further Council review and approval
47
Packet Pg. 128
City Manager’s
Closing Remarks
Charles McNeely
48
Packet Pg. 129
Questions?
49
Packet Pg. 130
Resolution No. 2023-144
Resolution No. 2023-144
September 12, 2023
Page 1 of 3
3
3
8
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RESOLUTION NO. 2023-144
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA: 1.
APPROVING AND AUTHORIZING THE AGENCY
DIRECTOR OF ADMINISTRATIVE SERVICES TO AMEND
THE CITY OF SAN BERNARDINO’S FY 2023/24
OPERATING BUDGET TOTALING $5,705,188 WITH
$3,435,188 IN GENERAL FUND STRATEGIC RESERVE
APPROPRIATIONS, $1,700,000 IN GENERAL FUND
CAPITAL CONTINGENCY RESERVE APPROPRIATIONS,
AND $570,000 IN CULTURAL DEVELOPMENT FUND
APPROPRIATIONS; 2. APPROVING THE CREATION OF
THE ECONOMIC DEVELOPMENT DEPARTMENT; AND 3.
DIRECTING STAFF TO PREPARE AND BRING BACK A
REVISED CITY SALARY SCHEDULE TO INCLUDE ANY
NEW POSITIONS THAT ARE BUDGETED
WHEREAS, a Mayor and City Council Retreat Workshop was held from May 11, 2023
through May 13, 2023, to set goals, definitions, and priorities for the City of San Bernardino;
WHEREAS, a special meeting was held on June 30, 2023, to address the Mayor and City
Council’s priorities that were agreed upon in the Mayor and City Council Retreat Workshop to
present the City’s Strategic Initiatives;
WHEREAS, staff was directed to return to the Mayor and City Council, following the
June 30th, 2023 special meeting, with a list of vacancies and associated budget to assess the
possibility of repurposing the allocated budget from vacant positions to the proposed strategic
initiatives; and
WHEREAS, staff has conducted an analysis of the City of San Bernardino’s recruitment
and retention rates, organizational and staffing structure, growth over time, and overall competitive
workforce philosophy in comparison to surrounding agencies of comparable scope.
WHEREAS Section 501 of the City Charter allows the City manager to establish City
departments, offices, or agencies in addition to those created by the Charter, subject to approval of
the City Council.
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 approve the amendment of $5,705,188 to
the FY 2023/24 Operating Budget, of which: $3,435,188 totals the appropriations from the General
Fund Strategic Initiative Reserve Fund Balance, $1,700,000 totals the appropriations from the
Packet Pg. 131
Resolution No. 2023-144
Resolution No. 2023-144
September 12, 2023
Page 2 of 3
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5
General Fund Capital Contingency Reserve Fund Balance, and $570,000 totals the appropriations
from the Cultural Development Fund Balance.
SECTION 3. Approving the creation of the Economic Development Department.
SECTION 4. The Agency Director of Administrative Services, or designee, is hereby
authorized to amend the FY 2023/24 Operating Budget in the total amount of $5,705,188.
SECTION 5.Staff is directed to prepare and bring back a revised City salary schedule
to include any new positions that are budgeted.
SECTION 6.Staff is directed to prioritize available funding for the proposed workshop
strategic initiatives for future years as part of the FY 2024/25 & FY 2025/26 Biennial Budget
development process.
SECTION 7.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 8.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 9. 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 12th day of September 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Pg. 132
Resolution No. 2023-144
Resolution No. 2023-144
September 12, 2023
Page 3 of 3
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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. 2023-144, adopted at a regular meeting held on the 12th day of September 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. 133
Budgeted Positions in FY 2023/24 Total Approved
Positions Filled Vacant
ACCOUNTANT II 2 - 2
ACCOUNTANT II - PAYROLL 1 1 -
ACCOUNTING DIVISION MANAGER (U)1 - 1
ACCOUNTING TECHNICIAN I (FLEX)4 3 1
ACCOUNTING TECHNICIAN II 5 5 -
ACCOUNTING TECHNICIAN III 1 1 -
ADMINISTRATIVE ASSISTANT 8 7 1
ADMINISTRATIVE ASSISTANT TO CITY COUNCIL (U)1 1 -
ADMINISTRATIVE SERVICES SUPERVISOR 2 2 -
ADMINISTRATIVE SUPERVISOR AND EXECUTIVE ASSISTANT TO THE CITY MANAGER (U)1 1 -
AGCY DIR OF COMM, HSNG & ECON DEV U 1 1 -
AGCY DIR OF PUBLIC WRKS, OPS&MAIN(U)1 1 -
AGENCY DIRECTOR OF ADMINISTRATIVE SERVICES (U)1 1 -
ANIMAL CONTROL OFFICER I (FLEX)3 3 -
ANIMAL CONTROL OFFICER II 3 2 1
ANIMAL SERVICES MANAGER 1 - 1
ANIMAL SERVICES REPRESENTATIVE 2 1 1
ANIMAL SERVICES SUPERVISOR 3 2 1
ANIMAL SHELTER ATTENDANT 12 10 2
ARBORIST 1 1 -
ASSESSMENT DISTRICT/REAL PROP SPECIALIST 1 1 -
ASSISTANT BUILDING OFFICIAL (U)1 - 1
ASSISTANT CHIEF OF POLICE 1 1 -
ASSISTANT CITY MANAGER (U)1 1 -
ASSISTANT PLANNER (FLEX)2 2 -
ASSOCIATE PLANNER 3 2 1
BUDGET DIVISION MANAGER (U)1 1 -
BUILDING INSPECTOR I (FLEX)2 1 1
BUILDING OFFICIAL (U)1 1 -
BUSINESS REGISTRATION INSPECTOR 6 6 -
BUSINESS REGISTRATION MANAGER 1 1 -
BUSINESS REGISTRATION REPRESENTATIVE I 2 1 1
BUYER 2 2 -
CDBG/HOUSING PR0GRAM ASSISTANT 1 - 1
CEMETERY CARETAKER 1 - 1
CHIEF DEPUTY CITY CLERK (U)1 1 -
CHIEF OF POLICE 1 1 -
CITY CLERK (U)1 1 -
CIVIL ENGINEERING DIVISION MANAGER (U)1 1 -
CODE ENFORCEMENT DIVISION MANAGER (U)1 1 -
CODE ENFORCEMENT OFFICER I (FLEX)8 8 -
CODE ENFORCEMENT OFFICER II 10 8 2
COMMON COUNCIL 7 7 -
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) COORDINATOR 1 - 1
COMMUNITY DEVELOPMENT TECHNICIAN 4 3 1
COMMUNITY INTERVENTION PROGRAM MANAGER (U)1 - 1
COMMUNITY RECREATION MANAGER 3 3 -
COMMUNITY RECREATION PROGRAM SUPERVISOR 4 4 -
COMMUNITY SERVICES OFFICER 38 33 5
COMMUNITY SERVICES PROGRAM COORDINATOR 15 14 1
CONSTRUCTION MANAGER 1 1 -
COUNCIL ADMINISTRATIVE SUPERVISOR (U)1 1 -
CRIME ANALYST 4 4 -
CRIMINAL INVESTIGATION OFFICER 10 10 -
CUSTODIAL SUPERVISOR 1 1 -
CUSTODIAN 8 8 -
CUSTOMER SERVICE REP. (BILINGUAL) 1 1 -
CUSTOMER SERVICE REPRESENTATIVE 3 3 -
DEPUTY CITY CLERK I (U)2 2 -
DEPUTY DIRECTOR OF FINANCE (U)1 1 -
DEPUTY DIRECTOR OF HOUSING AND HOMELESSNESS (U)1 1 -
DEPUTY DIRECTOR OF HUMAN RESOURCES (U)1 1 -
DEPUTY DIRECTOR OF INFORMATION TECHNOLOGY (U)1 1 -
DEPUTY DIRECTOR OF OPERATIONS (U)1 1 -
DEPUTY DIRECTOR OF PUBLIC WORKS/CITY ENGINEER (U)1 1 -
DEPUTY DIRECTOR/CITY PLANNER (U)1 - 1
DETECTIVE/CORPORAL 44 43 1
DIRECTOR OF ANIMAL SERVICES (U)1 1 -
DIRECTOR OF HUMAN RESOURCES (U)1 1 -
DIRECTOR OF INFORMATION TECHNOLOGY (U)1 1 -
DIRECTOR OF PARKS/REC/COMMUNITY SERVICES (U)1 1 -
DISADVANTAGED BUSINESS ENTERPRISE (DBE) SPECIALIST 1 1 -
DIVERSITY, EQUITY & INCLUSION OFFICER (U)1 - 1
Packet Pg. 134
Budgeted Positions in FY 2023/24 Total Approved
Positions Filled Vacant
ECONOMIC DEVELOPMENT DIVISION MANAGER (U)1 1 -
ECONOMIC DEVELOPMENT PROJECT MANAGER 1 1 -
ECONOMIC DEVELOPMENT SPECIALIST 1 1 -
ELECTRICIAN I (FLEX)1 1 -
ENGINEERING ASSISTANT I (FLEX)3 2 1
ENGINEERING ASSISTANT II 3 3 -
ENGINEERING ASSISTANT III 1 1 -
ENGINEERING ASSOCIATE 1 1 -
ENGINEERING PROJECT MANAGER 1 1 -
ENGINEERING TECHNICIAN 2 2 -
ENTERPRISE RESOURCE PLANNING (ERP) PROJECT MANAGER 1 1 -
ENVIRONMENTAL PROGRAMS COORDINATOR 1 1 -
EQUIPMENT MAINTENANCE SUPERVISOR 1 1 -
EQUIPMENT MECHANIC I (FLEX)2 2 -
EQUIPMENT MECHANIC II 4 3 1
EQUIPMENT SERVICE WORKER 2 1 1
EXECUTIVE ASSISTANT 3 3 -
EXECUTIVE ASSISTANT (U)1 1 -
EXECUTIVE ASSISTANT TO DIRECTOR (U)9 9 -
EXECUTIVE ASSISTANT TO MAYOR (U)1 1 -
FACILITIES & FLEET MAINTENANCE DIVISION MANAGER (U)1 - 1
FACILITIES MAINTENANCE MECHANIC 4 4 -
FACILITIES MAINTENANCE SUPERVISOR 1 1 -
FLEETS PARTS TECHNICIAN 1 1 -
FOOD SERVICE SUPERVISOR 1 1 -
FORENSICS SPECIALIST I (FLEX)1 1 -
FORENSICS SPECIALIST II 8 8 -
FORENSICS SUPERVISOR 1 1 -
FORESTRY SUPERVISOR 1 1 -
GIS ADMINISTRATOR 1 1 -
GRANTS ASSISTANT 1 1 -
GRANTS DIVISION MANAGER (U)1 1 -
GRANTS WRITER 1 - 1
GROUNDWORKER ARBORIST 2 1 1
HOMELESS SERVICES COORDINATOR 1 1 -
HOUSING COMPLIANCE SPECIALIST 1 1 -
HUMAN RESOURCES ANALYST I 3 3 -
HUMAN RESOURCES ANALYST II 3 1 2
HUMAN RESOURCES TECHNICIAN 1 1 -
HVAC MECHANIC 1 1 -
INFORMATION TECHNOLOGY ANALYST II 2 2 -
INFORMATION TECHNOLOGY MANAGER 2 2 -
INTERIM CITY MANAGER (U)1 1 -
LANDSCAPE & IRRIGATION INSPECTOR I (FLEX)1 1 -
LANDSCAPE & IRRIGATION INSPECTOR II 3 3 -
LEAD ANIMAL CONTROL OFFICER 1 1 -
LEAD BUILDING INSPECTOR 1 1 -
LEAD CODE ENFORCEMENT OFFICER 2 2 -
LEAD CUSTODIAN 1 1 -
LEAD EQUIPMENT MECHANIC 1 1 -
LEAD MAINTENANCE WORKER 6 4 2
LEAD PARKS CONSTRUCTION AND MAINTENANCE WORKER 1 1 -
LEGAL ADMINISTRATIVE ASSISTANT (U)1 1 -
LIBRARIAN I (FLEX)1 1 -
LIBRARIAN II 1 1 -
LIBRARY CIRCULATION SUPERVISOR 1 1 -
LIBRARY DIRECTOR (U)1 1 -
LIBRARY NETWORK ADMINISTRATOR 1 1 -
LIBRARY NETWORK TECHNICIAN 1 1 -
LIBRARY PROGRAM COORDINATOR 1 1 -
LIBRARY TECHNICIAN I (FLEX)3 3 -
LIBRARY TECHNICIAN II 5 4 1
LIEUTENANT 12 12 -
LITERACY PROGRAM COORDINATOR 1 1 -
MAINTENANCE SUPERVISOR 3 2 1
MAINTENANCE WORKER I (FLEX)26 18 8
MAINTENANCE WORKER II 3 2 1
MAINTENANCE WORKER III 6 2 4
MANAGEMENT ANALYST I (FLEX)8 6 2
MANAGEMENT ANALYST I FLEX (U)2 2 -
MANAGEMENT ANALYST II (U)1 1 -
MARKETING & MEDIA SPECIALIST 1 - 1
MARKETING & PUBLIC RELATIONS SPECIALIST 1 1 -
Packet Pg. 135
Budgeted Positions in FY 2023/24 Total Approved
Positions Filled Vacant
MAYOR 1 1 -
NEIGHBORHOOD & CUSTOMER SVCS MGR (U)1 1 -
NETWORK SYSTEMS ADMINISTRATOR 1 - 1
NPDES INSPECTOR I (FLEX)2 1 1
NPDES MANAGER 1 1 -
OPERATIONS & MAINTENANCE DIVISION MANAGER (U)1 - 1
PARKING ENFORCEMENT OFFICER 7 4 3
PARKS AND LANDSCAPE MAINTENANCE SUPERVISOR 1 1 -
PARKS MAINTENANCE WORKER II 2 2 -
PAYROLL SUPERVISOR 1 1 -
PAYROLL TECHNICIAN 1 - 1
PERMIT SERVICES SUPERVISOR 1 1 -
PLANNING AIDE 1 1 -
PLANS EXAMINER I (FLEX)1 - 1
PLANS EXAMINER II 1 - 1
PLUMBER 1 1 -
POLICE CAPTAIN (U)3 3 -
POLICE DISPATCH SUPERVISOR 4 4 -
POLICE DISPATCHER I (FLEX)10 10 -
POLICE DISPATCHER II 16 12 4
POLICE FLEET MAINTENANCE EXPEDITOR 1 1 -
POLICE OFFICER 193 158 35
POLICE P&T TECHNICIAN 2 2 -
POLICE RECORDS SUPERVISOR 2 2 -
POLICE RECORDS TECHNICIAN I (FLEX)8 8 -
POLICE RECORDS TECHNICIAN II 11 10 1
POOL MAINTENANCE COORDINATOR 1 1 -
PRINCIPAL CIVIL ENGINEER 1 - 1
PRINCIPAL PLANNER (U)1 - 1
PROJECT MANAGER OF COMMUNITY DEVELOPMENT PROGRAMS (U)1 - 1
PROPERTY & EVIDENCE SUPERVISOR 1 1 -
PROPERTY AND EVIDENCE TECHNICIAN I (FLEX)1 1 -
PROPERTY AND EVIDENCE TECHNICIAN II 1 1 -
PUBLIC INFORMATION OFFICER (U)1 1 -
PUBLIC WORKS INSPECTOR I (FLEX)1 1 -
PUBLIC WORKS INSPECTOR II 3 3 -
PUBLIC WORKS SAFETY AND TRAINING OFFICER 1 1 -
PURCHASING DIVISION MANAGER (U)1 1 -
REAL PROPERTY MANAGER 2 2 -
RECORDS MANAGEMENT SPECIALIST (U)2 1 1
REGISTERED VETERINARY TECHNICIAN 1 1 -
SENIOR ANIMAL SERVICES REP.6 6 -
SENIOR ARBORIST 1 1 -
SENIOR CUSTOMER SERVICE REP. (BIL)4 4 -
SENIOR CUSTOMER SERVICE REPRESENTATIVE 1 1 -
SENIOR GIS ANALYST 1 1 -
SENIOR HUMAN RESOURCES/RISK ANALYST 3 2 1
SENIOR INFORMATION TECHNOLOGY ANALYST 3 3 -
SENIOR INFORMATION TECHNOLOGY TECHNICIAN 1 1 -
SENIOR MANAGEMENT ANALYST 7 7 -
SENIOR NETWORK SYSTEMS ADMINISTRATOR 1 1 -
SENIOR OFFICE ASSISTANT 5 5 -
SENIOR OFFICE ASSISTANT (U)1 1 -
SENIOR PLANNER 2 1 1
SERGEANT 43 43 -
SHELTER VETERINARIAN 1 - 1
SOLID WASTE FIELD INSPECTOR 1 1 -
STATION MANAGER 1 1 -
TECHNOLOGY LIBRARIAN 1 1 -
TRAFFIC ENGINEER 1 1 -
TRAFFIC ENGINEERING ASSOCIATE 2 2 -
TRAFFIC SIGNAL AND LIGHTING SUPERVISOR 1 1 -
TRAFFIC SIGNAL TECHNICIAN I (FLEX)1 - 1
TRAFFIC SIGNAL TECHNICIAN II 2 1 1
TRAFFIC SIGNAL TECHNICIAN III 1 - 1
TREASURY MANAGER 1 - 1
GRAND TOTAL 826 707 119
Packet Pg. 136
Residents of San Bernardino
Mayor & City Council (8)
Water Board
SBMWD
Library BoardCity Attorney City Clerk
City Manager
SB Public Library
Boards & Commissions Assistant City
Manager
Assistant City
Manager
Management Analysts
Neighborhood Srvcs.
Performance Audits
I.E. Media Grp. (IEMG)
Legislation
Grants Management
Public Information
City Council Support
Finance &
Management
Services
Human Resources
& Risk
Community
Development &
Housing
Public Works,
Operations &
Maintenance
Parks, Recreation &
CommunityAnimal Services
Management Services
Information
Technology Economic
Development /
Special Events
Police
Proposed, August 2023
Packet Pg. 137
Quality of Life
Addressing the City’s Homeless Crisis
Presented by:
Cassandra Searcy, Deputy Director of Housing & Homelessness
Packet Pg. 138
Court Rulings & Settlements
Martin v. Boise
•In September 2018, the Federal Court ruled against Boise, Idaho for
criminalizing (prosecuting) homeless people for sleeping in public places when
the city lacked enough shelters.
•This Case severely restricts a city’s ability to manage or control the spread of
homeless encampments.
Judge Carter Settlements
•Orange County vs Orange County Catholic Worker (Case Settled October 2018)
•City of Los Angeles (Case Settled April 2022)
•County of Los Angeles (Case Settled September 2022)
Packet Pg. 139
City of San Bernardino Homeless Data
2019 2020 2022 2023
Sheltered 123 183 358 276
Unsheltered 639 823 992 1017
Transitional 128 50 120 209
Total 890 1056 1350 1502
123 183
358 276
639
823
992 1017
128 50 120 209
890
1056
1350
1502
0
200
400
600
800
1000
1200
1400
1600
2019-2023
Shelter Beds
415 Currently Active
196 Still Needed
611 Total Required
Packet Pg. 140
Current Action
Programs & Services
•Homeless Outreach Team
•Mobile Showers
•Multi-Disciplinary Team
o City Police Dept
▪District Resource Officers
▪COAST Team
o Code Enforcement
o Public Works
o Animal Control
Packet Pg. 141
SHERIFF’S HOPE
TEAM/INNROADS
SALVATION ARMY &
CATHOLIC CHARITIES
DRO’S/
COAST TEAM
HEALTHCARE
IN ACTION
Multi-Disciplinary Team
Packet Pg. 142
Background
Prior Council Action:
•December 7, 2022 – The Mayor and City Council allocated $24.5 million in
American Rescue Plan Act (ARPA) funds towards a Homelessness Initiative with
the following projects and services:
•SB HOPE Campus and Navigation Center – Development ($12.45 million)
•Navigation Center Operating Costs ($4.5 million)
•Homelessness Outreach Team ($1.5 million)
•Mobile Shower & Laundry Services ($150k)
•Project Homekey Round 3:
•Lutheran Social Services ($5 million)
•San Bernardino Valley College ($900k)
Packet Pg. 143
Background
Prior Council Action:
•February 1, 2023 - The Mayor and City Council declared a Homelessness State of
Emergency.
•March 15, 2023 – The Mayor and City Council approved an additional $4,299,672 of
HOME-ARP funds to assist in the design, construction, and operation of the City’s
future Navigation Center.
•April 26, 2023 – The Mayor and City Council approved a joint application with
Lutheran Social Services for Project Homekey 3.0 grant funding for the development
of a 140-bed interim housing facility and 30 semi-private emergency shelter beds.
•May 3, 2023 - $1.7 million in CDBG funding allocated towards a temporary
emergency shelter; approved Emergency Solutions Grants to Homelessness
providers.
Packet Pg. 144
Background
Prior Council Action:
•May 17, 2023:
•Applied to Project Homekey 3.0 Grant funding for development of SB Hope
Campus (Navigation Center)
•The Mayor and City Council:
•Approved a Professional Services Agreement ($1.5 million) with Hope
the Mission to oversee the City's Homeless Outreach Project and to act
as developer and lead operator of the Navigation Center.
•Approved a one-year Mobile Shower Pilot Agreement with Community
Action Partnership for $150,000.
•Reallocated $973,500 in ARPA funds from SBVC Project and ASU
Relocation Assistance to provide interim housing
Packet Pg. 145
Interim Shelter
Core Components
•Up to 100 Motel Units
•Security & Housekeeping
•Case Management
•Wrap Around Supportive Services
•Meals (2 per day)
Council approval is needed to secure an
Agreement with a local motel owner &
interim shelter Lead Operator
Packet Pg. 146
Conceptual SB Hope Campus
Interim Housing, Healthcare, and Services
Packet Pg. 147
Navigation Center Location
Sixth Street
Packet Pg. 148
Recommendations
Staff will recommend at a future meeting the follow actions:
1.Approve the Professional Services Agreement with Hope the Mission to act as Lead
Operator at the City’s Interim Shelter.
2.Approve the Professional Services Agreement with SB Express LLC to establish Motel
Interim Shelter.
3.Approve the annual allocation of $2 million from the General Fund beginning FY
2026/27 to help sustain homeless related activities.
4.Adopt Resolution No. 2023-092 authorizing the Interim City Manager or his designee
to apply for and execute grants related to addressing homelessness.
Request For Funding FY 2023/24 Future
Homeless Sustainability Commitment N/A $2,000,000
Packet Pg. 149
Questions?
Packet Pg. 150
Quality of Life
Police Department
Presented by:
Chief Goodman
Packet Pg. 151
Background
Current Challenges
•Quality of Life crime.
•Prevention of access to public locations
vital to community wellness and youth
development.
•Criminal vagrancy that threatens the
public health and safety.
•Criminal activity that gives the
appearance of disorder and an unsafe
environment.
Packet Pg. 152
Downtown Pilot Project
Ideal Downtown Qualities
•Economic driver
•Welcoming location for all community
members
•Attractive location for visitors
•Exemplify the City’s heritage and spirit
Packet Pg. 153
Pilot Project Goals
Downtown Goals
•Partner with outreach and behavioral
health workers to provide services.
•Reduce crime statistics
•Reduce the appearance of blight
•Reduce frequency of quality-of-life crimes
•Crimes that create disorder
•Crimes that reflect social decay
•Prevent re-occupation by criminal
actors
Packet Pg. 154
Downtown Strategy
Downtown Strategy
•Implement proven strategies
•Identify key areas vital to community and
youth health and development
•Identify criminal activity that
compromises public health and safety in
key areas
•Data-driven enforcement and outreach
•Assess strategy and results daily
•Adjust deployment strategy based on the
data collected
Packet Pg. 155
Focus Resources
Five District Map Downtown Restoration Plan
Packet Pg. 156
Results
STATS APRIL-JUNE
Felony
Arr.Misd. Arr.Traffic
Cites
Parking
Cites Infractions Tows Shopping
Carts
Resources
Offered
10 183 34 99 127 27 30 3
Packet Pg. 157
Long Term Strategy
Strategy of Compassion, Common Sense, and Accountability
•Develop a dedicated multi-discipline Quality of Life PD Team for city-wide
outreach and enforcement.
•Train officers in homeless liaison encounters.
•Identify key locations for enforcement and evaluate daily.
•Apply lessons learned during the Downtown pilot program.
•Partner with Outreach workers and Behavioral Health to offer services and
enforce all appropriate laws.
•Partner with Public Works for clean-ups and criminal enforcement.
•Enforce camping laws when daily bed capacity data becomes available.
•Establish an ordinance restricting camping activity in designated sensitive areas
in the City.
Packet Pg. 158
Long Term Goals
Goals
•Reduce crime and criminal vagrancy.
•Improve the community's perception of
safety and comfort in use public spaces.
•Develop and implement strategies that
make the City undesirable to criminal
activity in public spaces.
•Partner with multiple disciplines to provide
a multi-pronged approach of outreach,
crime prevention, and criminal
enforcement.
Packet Pg. 159
Department Recommendations
Staff will recommend at a future meeting the follow actions:
1.Approve a dedicated Multi-Disciplinary Team consisting of 1 Sergeant, 1 Detective, 6 Officers, 1
Community Outreach Person, and 1 Behavioral Health Person.
New Requests For Funding FY 2023/24 Future
Quality of Life PD Team - Personnel Costs N/A $1,572,486
Packet Pg. 160
Questions?
Packet Pg. 161
Quality of Life
Securing Public Spaces
Presented by:
Lydie Gutfeld, Director of Parks, Recreation and Community Services
Daniel Hernandez, Agency Director of Public Works
Packet Pg. 162
After Hours Private Security
After Hours Private Security
•Community Input Driven
•Priority request from Master Plan initial data
•Special Event Security
➢Model implemented with preparation for Festival 2022
➢Increased security for Miracle on Court St. 21 day event
➢Developed into the All Hands on Deck Park Maintenance plan
Packet Pg. 163
After Hours Private Security
After Hours Private Security
•Secure Parks & Eliminate Criminal Activity
•First implemented on June 1, 2023
•Current Locations:
o Seccombe Lake Park
o Pioneer Cemetery
o Meadowbrook Park/Rudy C. Hernandez
o Perris Hill Park/Senior Center/Roosevelt Bowl
o Wildwood (July 17, 2023)
o Encanto/Bobby Vega (July 24, 2023)
Packet Pg. 164
After Hours Private Security
Redwood Security After Hours
•Enforcement Hours: 8pm-6am
•Monthly Costs: $30,000
Powers & Duties
•Ability to write citations
•Provide Homeless Outreach Brochure
•Provides daily reports with photos and data
•Number of “touch points” / incidents per month
•How many declined homeless services
•How many times Police is called
•Disposition of the outcome
Packet Pg. 165
Security Services for City Properties
Request for Proposal released on June 7th for Security Services
Areas of Coverage
•City Hall Campus
•11 City Parks
•3 Libraries
•3 Community Centers
•California and Regal Theaters
•Other City-owned properties
Services Provided
•Roving Patrol Services
•Roving Money Pick-up and Drop-off
•Security for City Special Events
Packet Pg. 166
Park Ranger Program
Purpose
•Increases City staff presence at public parks
•Keeping Park areas safe and accessible to all
members of the public.
•Enhances neighborhoods through
additional enforcement.
•Provides additional educational
opportunities
Packet Pg. 167
Park Ranger Program
Staffing Model
•(1) Park Ranger Supervisor
•(3) Park Rangers
Park Ranger Supervisor
Park Ranger Park Ranger Park Ranger
Packet Pg. 168
Securing Public Spaces Recommendations
Staff will recommend at a future meeting the follow actions:
1.Approve a budget allocation for Private Security to provide after-hour security for parks in an amount not
to exceed $180,000 (six months).
2.Direction for staff to negotiate and bring back an agreement with Redwood Security to provide after-hour
security for parks.
3.A recommendation for Security Services for City Properties.
4.A recommendation for a Park Ranger Program.
New Requests For Funding FY 2023/24 Future
Private Security City-Wide $1,256,000 est.TBD
Private Security Agreement (6 months)$180,000 N/A
Park Ranger Program N/A $505,900
32
Packet Pg. 169
Questions?
Packet Pg. 170
Quality of Life
Health and Safety / Encampment Clean-ups
Presented by:
Ernesto Salinas, Deputy Director of Operations & Maintenance
Packet Pg. 171
Homeless Encampment Clean Up
Current Progress
•Transitioned to Public Works, Operations and Maintenance in Sept of 2022
from PD
•Formalized notification process for clean-ups and incorporated new process
with full documentation
•Consent to discard items
•Storage requirement
•Inventory requirements
•New section established
•CRM system primary driver along with in-house staff self-reporting
Packet Pg. 172
Statistics
Daily Clean Up Locations 1,205
Camps Cleaned and Cleared 2,406
Ward 1 425
Ward 2 426
Ward 3 201
Ward 4 247
Ward 5 239
Ward 6 202
Ward 7 334
Cleanups by Ward
Perris Hill Park*346
Meadowbrook*176
Wall and Baseline 164
490 N. D Street / Baseline 168
Seccombe Lake Area 60
High Frequency Cleanups
Multiple camps are usually present at any one location. Camps also resurface often.
*recent efforts have resulted in diminished presence of encampments.
Cleanups since Sept. 2022
Packet Pg. 173
Health & Safety
Parks Status Update
•Cleanup
•Playground at Meadowbrook
•72 unique items at Perris Hill Park
•Hazards & Biohazards
•18 dead trees
•Fence repairs
•Restroom Repairs and Fixture Upgrades
•Lighting Improvements
•Solar based “Intuitive Lighting”
•Lighted Bollards
after
before
before
after
Packet Pg. 174
Health & Safety
Perris Hill Park
Packet Pg. 175
Health & Safety
Meadowbrook Park
Packet Pg. 176
Health & Safety
Parks Status Update
•Additional Enhancements
•Restroom repairs and fixture upgrades
•Horseshoe Pit Area
•Made more inviting
•Added fencing
•Increased accessibility
•New Zen Area
•Sitting space for residents
•Planted 3 trees & 4 benches
•Drought tolerant concept
before
after
Packet Pg. 177
Stakeholder Collaboration
Public Agencies
•Initiated contact with San
Bernardino County and CALTRANS
•Established quarterly meetings to
discuss clean up efforts
Private Entities
•Coordinating with utility companies
and railroad companies for cleanup
on non-City Property
Packet Pg. 178
Encampment Cleanup Staffing
Supervisor 2
Lead Worker 2
Maintenance Worker I 8
Burrtec Support 5 employees
CEO Works 8-person
crew
Supervisor No Change
Lead Worker No Change
Maintenance Worker I No Change
Burrtec Support +5 employees
CEO Works + 8-person
crew
Authorized Staffing Proposed Staffing
Full staffing will allow us to move to 6-day a week operation.
Packet Pg. 179
Recommendations
Staff will recommend at a future meeting the follow actions:
1.Authorize the City Manager to execute a Maintenance Services Agreement with the Center for Employment
Opportunities, (CEO), for City-wide right-of-way maintenance services, litter/illegal dumping collection, and
weed abatement.
2.Authorize the Agency Director of Administrative Services to amend the FY23/24 budget in the amount of
$464,340 to the Public Works Operations and Maintenance Gas Tax Fund.
3.Authorize the Agency Director of Administrative Services to issue a purchase order not to exceed the
amount of $1,014,340.
New Requests For Funding FY 2023/24 Future
Maintenance Services Agreement (CEO) ($550,000 already budgeted for FY 2023/24)$464,340 (Gas Tax Fund)$1,014,340
43
Packet Pg. 180
New Requests For Funding FY 2023/24 Future
Turf-friendly Mini Loader TBD N/A
Weed Abatement & Brush Clearing TBD TBD
Comprehensive Bio-Hazard Cleanup TBD TBD
Incentive/Special Pay TBD TBD
Recommendations
Staff will recommend at a future meeting the follow actions:
4. Recommendations for a:
a.Purchase Agreement for a Turf-friendly Mini-Loader
b.Maintenance Services Agreement for weed abatement and brush clearing
c.Maintenance Services Agreement for comprehensive bio -hazard clean up
5.A recommendation regarding incentive/special pay for hazard condition work.
44
Packet Pg. 181
Questions?
Packet Pg. 182
Quality of Life
City Website Updates
Presented by:
Ashley Esquivel, Rolland Kornblau, Jeff Kraus
Packet Pg. 183
Proposed Website
Changes
•Add a Homeless Solutions link
under the Development button
•Replace “Jobs” with “Homeless
Solutions” for a direct link.
•Move “Jobs” to the top row
Packet Pg. 184
Conceptual Rendering
Packet Pg. 185
Metrics Dashboard
Packet Pg. 186
Questions?
Packet Pg. 187
Quality of Life
Discussion on Public Parks and Recreational Facilities
Presented by:
Lydie Gutfeld, Director of Parks, Recreation and Community Services
Packet Pg. 188
Introduction
Purpose
•Ensures that City parks are:
•Accessible and available to residents and the public at large
•Used for their intended recreational purposes
•Maintained in a clean, sanitary, and accessible condition
Limitations with Current Municipal Code
•Does not include definitions for “smoking” and sensitive use or areas
•Vehicle usage regulations are too limited
•Does not regulate improper usage of fountains and splash pads
•Does not include language regarding indecent exposure
•Regulation regarding restrooms is outdated
Packet Pg. 189
Needed Enhancements – 12.80.020 Definitions
“Park”
•Current definition is not comprehensive
•Additional areas to include:
•Distance restrictions of entrances
•Rest Areas
•Trails
•Areas owned and maintained by the city
“Smoke” and “Smoking”
•Not currently included in Chapter 12.80
•City parks are experiencing an increase in small fires
•Definition should include “Smokeless Tobacco”
Packet Pg. 190
Needed Enhancements – 12.80.130 Regulations
Opening Description
•Should include a declaration of intent
•Safe, Clean, and Green
•Hours of operation
•Should include any public spaces within 500 ft of:
•Schools
•Parks
•Playgrounds
•Public Facilities
•Other Recreational Facilities or Structures
Packet Pg. 191
Needed Enhancements – 12.80.130 Regulations
Motor Driven Model Airplane
•Current definition only includes “motor driven model
airplanes”
•Parks has received complaints about drones
•Include “drone or other motorized flying apparatus” in the
definition
Motor Vehicles
•Parks has received complaints about RV parking and electric
scooters
•Include language that includes:
•Appropriate usage of all vehicles
•Parking restrictions
Packet Pg. 192
Needed Enhancements – 12.80.130 Regulations
Bathing or Wading
•Current problems:
•Mechanical failure due to improper usage
•Accumulation of large puddles
•Additional maintenance and repair costs
•Language should include:
•Restrictions on washing clothes
•Usage of drinking fountains
•Usage of decorative fountains
•Usage of splash pads
Packet Pg. 193
Needed Enhancements – 12.80.130 Regulations
Boisterous and Indecent Conduct
•Current problems
•Complaints about indecent exposure
•Current language does not include nudity
•Language should include:
•Specificity about nudity
•Exemptions for young children
•Exemptions for breast feeding
Packet Pg. 194
Needed Enhancements – 12.80.130 Regulations
Regulation of Restroom Usage
•Current language is convoluted
•Needs to be updated to be gender neutral
•Needs to be separated into two sections:
o Bathroom use
o Damaging restroom areas
Packet Pg. 195
Additional Provisions
Sensitive Uses / Areas
•Allow expansion of existing rules via Resolution
o Increases the flexibility allowed in the
municipal code
o Allows Council to define Sensitive Uses or
Areas
Packet Pg. 196
Recommendations
New Requests For Funding FY 2023/24 Future
None N/A N/A
Staff will recommend at a future meeting the follow actions:
1.Additional rules to consider restrictions around sensitive uses/areas.
Packet Pg. 197
Questions?
Packet Pg. 198
Quality of Life
Discussion on Prohibiting Storage of Personal Property in Public Areas
Presented by:
Edelia Eveland, Assistant City Manager
Packet Pg. 199
Key Elements
Overview
Intent of the Discussion
Main Provisions
Recommendation
Key Elements•
Regulation of Property in Public Areas•
Pre- and Post- Removal Notices•
Three Categories of Property Removal •
Packet Pg. 200
Intent of the Discussion
Purpose
•Establish a legally defensible framework in the Municipal
Code allowing for the impounding and discarding of
property that interferes with the public’s usage of City
facilities, streets, and parks.
o Property includes goods, materials, tents, bedding, sheds,
furniture, appliances, backpacks, and other personal items.
•Codifies a clearly defined removal process with clear
guidelines.
Packet Pg. 201
Main Provisions
Key Elements
•Defines “trash” and “junk,” which can be immediately discarded.
•Defines “excess” property as that which cannot fit in a 60-gallon container (lid closed).
•Excess property and unattended property can be removed and impounded with notice.
•Clarifies that no notice is required to move property that impedes City operations.
•Allows for the immediate removal and impounding of property that:
o Creates a Health & Safety risk.
o Impedes ADA access, public right-of-way.
o Obstructs driveways, entrances, and fire equipment.
o Is left in a public area after a posted closure time.
•Parks with posted closure times can be immediately cleaned.
•Moving property from one public area to another is not considered removing.
•Establishes a process for owners to reclaim their property.
Packet Pg. 202
Main Provisions
Regulation of Private Property in Public Areas
•Establishes three (3) general categories:
•When property can be impounded with prior notice.
•When property can be impounded without prior notice.
•When property can be discarded without prior notice.
•Impounded personal property:
•Stored at a City facility for 90 days.
•Available for repossession by the owner.
•Discarded after 90 days if not claimed.
•Notices
•Must be posted in a conspicuous location.
•Pre-Removal notices posted no earlier than 72h prior.
•All removals require a Post-Removal notice.
Packet Pg. 203
Main Provisions
Three Categories of Property Removal
Impound with Prior Notice Impound without Prior Notice Discard without Prior Notice
Unattended Property ADA Obstruction Health & Safety Threat
Excess Property Right-of-Way Obstruction Criminal Evidence or Contraband
(as permissible by law)
Obstructs City Operations
(can be moved temporarily without notice)Within 10’ of a Driveway Trash and Junk
Obstructs a Permitted Activity
(can be moved temporarily without notice)Within 5’ of a Building Entrance
Within 2’ of a Fire Hydrant/Plug
Stored Past Posted Closure Time
Packet Pg. 204
Pre-Removal Notice Information Post-Removal Notice Information
General description of property General description of property
Description of location Date and time of removal
Date and time of posting Statement of violation
Statement of violation Impounding facility contact information
Statement of impounding if not removed within 24h Statement of discarding after 90 days if not claimed
Impounding facility contact information
Main Provisions
Notice Elements
Packet Pg. 205
Recommendations
Staff will recommend at a future meeting the follow actions:
1.An Ordinance prohibiting the storage of Personal Property in Public Areas.
Request For Funding FY 2023/24 Future
None N/A N/A
Packet Pg. 206
Questions?
Packet Pg. 207
One Stop Shop Update
Presented by:
William Lampi, Management Analyst, City Manager’s Office
Packet Pg. 208
One Stop Shop Update
Background
Current Situation•
One Stop Shop•
Current Progress
Key Milestones•
Physical Space Design•
New Permit & Plan Check Software•
Recommendations
Community Outreach•
Additional Staffing Considerations•
Packet Pg. 209
Background
Current Situation
•Decentralized Locations
o Multiple locations is inconvenient for customers.
o Creates communication hurdles & confusion.
o No collective ownership over permitting process.
•Outdated Technology
o No online applications for customers.
o No digital plan check software.
o Requires staff to duplicate work.
o Not compatible with Windows 10 or 11.
Packet Pg. 210
Background
One Stop Shop
•What is a “One Stop Shop”?
o Centralizes all major permitting counters.
o Includes both physical and virtual access.
•Divisions and Departments
o Building & Safety
o Planning Division
o Public Works
o Business Registration
o Water Department (kiosk)
o Fire Department (kiosk)
Packet Pg. 211
Background
One Stop Shop
•Enhancements
o Makes the permitting process more convenient.
o Provides better communication to customers.
o Improves plan check coordination & turnaround time.
o Reduces waiting times.
•Prior Council Action
o 6/30/2021 – Approved the One Stop Shop project.
o 5/4/2022 – Approved a Professional Services
Agreement with Client First to conduct a software
needs assessment and ERP consulting service.
o 6/1/2022 – Approved $400,000 for the One Stop Shop
in the Capital Improvement Program 2023-2027.
Packet Pg. 212
Current Progress
Completed Milestones
•Task Force Kickoff Meeting February 21, 2023
•One Stop Shop Site Visits March 30, 2023
•Developer Townhall April 25, 2023
•Community Townhall April 26, 2023
•Physical Space Design Meeting with Architect May 31, 2023
In Progress & Upcoming
•Feedback Survey Analysis via Water Bill Insert June 2023
•Physical Space Design Review and Feedback July 2023
•Neighborhood Association Meetings July 2023
(Wildwood, NENA, Muscupiabe, Norpac)
Packet Pg. 213
Community Outreach
Feedback Received
•Permit counter locations are scattered / confusing.
•Difficulty getting all the information required in one stop.
•Customers get the run-around / difficult to resolve problems.
•Can’t submit a permit application online.
•Process is too complicated.
•Physical space isn’t very inviting.
•Long wait times.
Packet Pg. 214
Physical Space Design
Boardroom
Existing
Permit
Counter
Conceptual
One Stop Shop
Packet Pg. 215
New Permit & Plan Check Software
Online Applications Modern Software
Packet Pg. 216
Additional Staffing Considerations
Community & Developer Ombudsperson
•Advocate for community members and developers.
•Coordinates with various Departments / Divisions.
•Works to resolve problems or complaints.
•Makes interactions as trouble-free as possible.
Senior Customer Service Representative
•Initial point of contact and assistance for customers.
•Schedules customers in the One Stop Shop queue.
•Assists in answering phones & email inquiries.
Packet Pg. 217
Staff will recommend at a future meeting the follow actions:
1.Approve the creation and addition of one (1) Community & Developer Ombudsperson
position and direct staff to return to the Council with a job description and salary schedule.
2.Approve the addition of one (1) Senior Customer Service Representative (Bilingual) for the
One Stop Shop.
3.A recommendation for the construction of the One Stop Shop.
Request For Funding FY 2023/24 Future
(1)Ombudsperson $138,122 Ongoing
(1) Bilingual Senior Customer Service Representative $95,987 Ongoing
One Stop Shop Construction $400,000 est.N/A
Recommendations
Packet Pg. 218
Questions?
Packet Pg. 219
Infrastructure Master Plan
Presented by:
Daniel Hernandez, Public Works Dept. Director
Susan Pan, Acting City Engineer
Public Works Department
June 30, 2023
Packet Pg. 220
Infrastructure Master Plan
•Infrastructure Master Plan
•Background
•Current Plans
•Plans in Progress
•Recommendations
•City Hall Building
•Background
•Previous Studies and Findings
•Timeline
•Recommendations
Presentation Overview
Packet Pg. 221
Infrastructure Master Plan Elements
•Components include parks, Street pavement, bridges,
buildings, and storm drains.
Purpose
•The Master Plan is used to assess existing conditions,
establish criteria for prioritization, and develop new
capital projects, cost estimates, and delivery schedule.
•The Master Plan provides a roadmap to use public
funds for infrastructure planning and programming.
•Ties in the City’s Capital Improvement Program.
Infrastructure Master Plan - Background
Packet Pg. 222
Infrastructure Master Plan
Infrastruct
ure Master
Plan
Bridge
Master Plan
Parks
Master Plan
Pavement
Master Plan Storm Drain
Master Plan
Buildings
Master Plan
Capital
Improvement
Program
Packet Pg. 223
Infrastructure Master Plan
•Systematic Safety Analysis Report Program (SSARP)
•Traffic Study Developed in 2018.
•$10 million grant award for two projects in construction.
•Traffic Signal Upgrade
•Pedestrian Signal Upgrade
•Local Roadway Safety Plan (LRSP)
•Required for future Highway Safety Improvement Plan
and grant funding
•Funds traffic safety improvements
•Adopted by City Council 3/2023
Packet Pg. 224
Infrastructure Master Plan
•Street Lighting Plan
•Adopted by City Council 8/2019.
•CIP project to replace incandescent with LED fixtures.
•Current Progress
•Phase 1 is completed;
•Phase 2 in construction;
•Phases 3 and 4 in planning and will require an
additional $500,000;
•Applied for $250,000 of Energy Efficiency and
Conservation Block Grant.
Packet Pg. 225
Plans in Progress
Parks Master Plan:
•Community Outreach
•Inventory and Assess Existing Parks and
Facilities
•Conduct Public Outreach, Assess Needs,
Develop Priorities
•Prepare CIP and Budget Estimate
Packet Pg. 226
Plans in Progress
1.Pavement Management Plan:
•Existing pavement management system
last surveyed in 2018.
•Request for Proposal to be issued in
September 2023.
2.Curb and Sidewalk Management Plan
•Request for Proposal to be issued in
September 2023.
Packet Pg. 227
•Designed in 1963 by Architect
Cesar Pelli.
•Construction began in 1960s and
completed in 1972.
•City staff moved out of the building
in May 2017 due to seismic
structural and hazardous material
issues.
City Hall
Packet Pg. 228
Previous Studies and Findings
•Seismic Performance Assessment by
IDS Group in December 2015.
•Facility Condition Assessment by Z&K
Consultant/ Cannon Consultant in June
2019.
•Estimated cost for deferred
maintenance deficiencies was $38
million.
•Estimated building retrofit cost was
$57 million.
Packet Pg. 229
City Hall
Retrofit and Renovation
•Cost estimate up to $80 million
•Requires structural retrofit, hazardous material abatement, all new plumbing,
mechanical, fire protection, electrical, communication, and security.
Project Schedule
•Planning: 12 months
•Design phase: 15 months
•Bidding and award: 3 months
•Construction Phase: approx. 18 months.
•Total Project duration 4 years.
Packet Pg. 230
Infrastructure Plans
1.ADA Compliant Transitional Plan ($2 million)
•Including Facilities, Public Right-of-Way, Parks,
and Programs.
2.Storm Drain Systems Master Plan ($1 million)
•Prepare regional drainage studies by
watersheds.
•Hydraulic modeling program of City’s storm
drain systems.
3.Bridge Management Plan ($500k)
•Caltrans bridge inspection program
•Prepare bridge Inventory and develop program
for repair, rehab, and replacement.
4.Facility/Building Management Plan ($1 million)
Packet Pg. 231
New Requests For Funding FY 2023/24 Future
City Hall Prelim Engineering & Space Study $300,000 est.N/A
Bridge Management Plan $500,000 est.N/A
ADA Master Plan (Phase 1)$500,000 est.N/A
ADA Master Plan (Future Phases)N/A $1,500,000 est.
Storm Drain System Master Plan N/A $1,000,000 est.
Facility/Building Management Plan N/A $1,000,000 est.
Staff will recommend at a future meeting the follow actions:
1.A recommendation to appropriate funds for the following plans:
a.City Hall Preliminary Engineering and Space Study Plan
b.Bridge Management Plan
c.ADA Master Plan (Phase 1)
d.ADA Master Plan (Future Phases)
e.Storm Drain System Master Plan
f.Facility/Building Management Plan
Infrastructure Master Plan Recommendations
Packet Pg. 232
Closing Slide
Packet Pg. 233
Legislative Affairs
City Manager
Presented by: Cory Hodges, Senior Management Analyst
Jeff Kraus Public Information Officer
Packet Pg. 234
Overview
Legislative Platform and Policies
Legislative Advocacy Firms
City Staff to Accomplish Goals
Recommendations
Legislative Calendar
Packet Pg. 235
Legislative Calendar
Staff proposes the following calendar to draft and implement an annual
legislative strategy:
August - November November - December
1.Identify approved
projects in the CIP
or programmatic
needs that have
legislator appeal,
align with State or
Federal priorities, or
fill a regional need.
2.Identify any needed
legislation that will
benefit the City or
key stakeholders.
1.Mayor and Council meet
with City’s State and
Federal advocacy firms.
2.Council adopts the
legislative platform.
3.Meet with key legislators
to propose legislation
4.Work with Grants team to
identify and pursue
allocations in new Federal
Budget (if adopted).
January - February
1. Prepare and submit budgetary requests
to State delegation, Congress, and
Senate.
March - June
1. Advocate for funding and for/against
key legislation at State level.
Other key annual tasks include: meetings
with the legislators and their staff; advocacy
trips to Sacramento and Washington D.C.
Packet Pg. 236
Legislative Platform and Policies
Purpose
•Allows for an annual legislative platform to be adopted by the Mayor and City
Council consisting of positions the City holds on key legislative or regulatory
issues.
•Authorizes City staff to quickly respond to legislative or regulatory proposals
that might impact City operations, policies, or its residents at the state and
Federal levels if it aligns with a position/issue in the platform.
Packet Pg. 237
Current Legislative Platform
Housing and Economic Development
•Affordable Housing
•Transit Oriented Development (TOD)
•Economic Development
Homelessness
•Transitional and Permanent Supportive
Housing
Quality of Life
•Library Services
•Public Safety and Emergency Response
•Commercial Cannabis
Transportation and City Infrastructure
•Highways
•Street and Roads
•Storm Water Infrastructure
•Public Facilities
•Parks and Open Spaces
•Broadband
•Green Infrastructure
Access to Higher Education
•Higher Education Resources
Sales and Use Tax
•Local Tax Revenue
Packet Pg. 238
Legislative Platform
Staff is recommending the Council make additions to
the City’s Legislative Platform on the following issues:
•Animal Services and Welfare
•Tribal Sovereignty
•Fentanyl/Illegal Drugs
•Additional Issues Related to Homelessness
•Fair share funding similar to the “Big 13” cities.
•Other topics of importance to the Mayor and City Council.
Packet Pg. 239
Legislative Advocacy
•Advocate for/against proposed legislation with Capitol staff.
•Analyze proposed and passed legislation and its impact on the City.
•Analyze the budget and signed legislation to identify funding opportunities.
•Use relationships to engage legislators outside of our local delegation.
•Assist in crafting legislation that would benefit San Bernardino and identify
legislators to sponsor the bill.
•Assist in determining priorities and funding thresholds for legislator directed
funding (earmarks).
•Coordinate Capitol visits, including agency meetings.
An advocacy firm provides valuable services that could benefit
the City of San Bernardino.
Packet Pg. 240
Government Relations Staff
•Serve as the principal liaison with the City’s Advocacy Firms, State/Federal legislative
staff, and other public agencies.
•Monitor agendas, proposals and issues before the County, regional legislative bodies,
and quasi-governmental agencies.
•Provide updates and analysis to the Mayor, Council, and City Leadership.
•Prepare and submit state and Federal funding requests.
•Develop the annual legislative platform in consultation with the Mayor, Council, and
staff.
•Prepare letters of support/opposition on legislation based upon the Council’s Legislative
Platform.
•Coordinate Mayor and Council testimony opportunities before legislative committees.
Legislative & Government Affairs Manager
Packet Pg. 241
Staff will recommend at a future meeting the follow actions:
1.Direction for staff to identify and prepare for Council approval a list of potential projects for upcoming
State/Federal Funding cycles.
2.Direction for staff to update the Legislative Platform to expand the homelessness platform, and include
Animal Services, Funding Equities, Fentanyl and other Illegal Drugs, and Tribal Sovereignty.
3.Approve an allocation of $125,000 for a Federal Advocacy Firm.
4.Approve an allocation of $125,000 for a State Advocacy Firm.
5.Approve the creation and addition of one (1) Legislative & Government Affairs Manager position and
direction to return to the Council with a job description and salary schedule.
Legislative Affairs Recommendations
New Requests For Funding FY 2023/24 Future
Federal Advocacy Firm $125,000 Ongoing
State Advocacy Firm $125,000 Ongoing
(1) Legislative & Government Affairs Manager $173,873 Ongoing
Packet Pg. 242
Questions?
Packet Pg. 243
Economic Development
Workshop
June 30, 2023
Presented by: Charles E. McNeely, Interim City Manager;
Amanda Hernandez, Economic Development Division Manager
Packet Pg. 244
What is Economic Development?
Why is Downtown Important?
Sample City Revitalizations and Programs
San Bernardino Investment Playbook
Development Opportunities
Proposed Programs
Economic Development Team
Public-Private Partnerships
Recommendations
Agenda
Packet Pg. 245
What is Economic Development?
Packet Pg. 246
Why is Downtown Important?
Packet Pg. 247
Incubator
•Small Businesses
•Non-Profits
Independence
•Non-Chain or Big Box
•Center for creative businesses
Employment
•Government Employee Center
•Opportunity for surrounding workforce
Property Value
(PV)
•Increases PV in downtown core
•Increases and protects PV of surrounding areas
Economic
Development
Perspective
Why is Downtown Important?
Packet Pg. 248
Economic
Health
•Symbol of the community’s economic health
Heart of the
Community
•The site for government, arts, churches, and historic
buildings
•Essential to create a sense of place
Tourism
•Can be a tourist attraction and is the location of a
community’s unique businesses and buildings
•Gathering place for travelers and visitors
Community
Development
Perspective
Why is Downtown Important?
Packet Pg. 249
Why is Downtown Important?
Packet Pg. 250
Why is Downtown Important?
Though Redland's
downtown is small, it has
6.5 times the property and
retail tax production
compared with the City's
largest shopping center
development.
Packet Pg. 251
Successful Downtown Revitalizations
Santa Ana
Packet Pg. 252
Pomona
Successful Downtown Revitalizations
Packet Pg. 253
Successful Downtown Revitalizations
Riverside
Packet Pg. 254
Sample Revitalization Programs
City of Glendale
Artsakh Creative Retail
Pop-Up Program
Packet Pg. 255
City of
Pomona
Business Improvement District
Sample Revitalization Programs
Packet Pg. 256
Business Improvement Districts
Sample Revitalization Programs
Packet Pg. 257
City of
Corona
Business Liaison Program
Sample Revitalization Programs
Packet Pg. 258
City of
San Jose
Sample Revitalization Programs
Packet Pg. 259
•Claremont Farmers and Artisans Market
•Friday Nights Live in the Claremont Village
•Taste of Claremont
•Village Venture Arts and Crafts Faire
•Art Exhibitions
•Claremont Art Walk
•Annual Gala
•Claremont Village Craft Beer Walk
•Midsummer Shakespeare Festival
•Poetry Festival
•Claremont Symphony Orchestra
•Claremont Public Art Program
•Holiday festivals
Over 1,100 guests attended the Taste of Claremont event in
2022.
Sample Revitalization Programs
Special Events
Packet Pg. 260
•Festival of Colors
•Reno Jazz Festival
•Strange Brew Festival
•Food Truck Fridays
•Reno River Festival
•Craft Beer Festival
•BBQ, Brews & Blues Festival
•Sierra Arts Festival
C I T Y O F
Sample Revitalization Programs
Special Events
•Reno Chalk Art & Music Festival
•Artown Art Festival
•Wing Fest
•Hot August Nights
•Water Lantern Festivals
•Impalas Reno Super Show
•Reno Tahoe International Art Show
•Art Belongs Here Grants Program
Packet Pg. 261
•Mission Inn Hotel & Spa Festival of Lights
•Annual Riverside Tamale Festival
•Riverside Greek Fest
•Riverside Lunar Festival
•Riverside Dickens Festival
•Riverside Art and Musical Festival
•Riverside Artswalk
•Riverside Downtown Farmers Market
•Public Art Riverside Micro Grant Program
Festival of Lights economic impact estimated
at $129M in total direct and indirect impact*
*Source: 2017-2018 Riverside Festival of Lights Economic Impact Final Report
Sample Revitalization Programs
Special Events
Packet Pg. 262
•Pop-Up Shops
•Downtown Farmers
Market
•Various Music
Festivals
•Food & Wine Festival
•Fusebox Art and Food
Festival
•Sunset Valley
ARTFEST
•ArtWorks Festival
•Spring Pecan Street
Festival
•Springfest
•Fall Pecan Street
Festival
•Austin Film Festival
•Austin Fashion Week
•Austin Powwow
•Art Bazaar
•Austin Pub Crawl
•Oktoberfest
•Art in Public Places
Program CITYOF A U S T INThe Fall and Spring Pecan Festivals each attract
over 300,000 attendees annually.
Sample Revitalization Programs
Special Events
Packet Pg. 263
•Farmers Market
•The Grand Prix of Long Beach
•Cambodia Town Parade and Festival
•Juneteenth Celebration
•Pride Festival and Parade
•Marathon and Half Marathon Race
•Harvest Festival
•Scottish Festival
•Sea Festival
•African American Festival
•Bayou Music Festival
•BBQ Festival
•West Coast Barbeque Festival
•Comic and Horror Con Comic Festival
CITY OF
Sample Revitalization Programs
Special Events
Packet Pg. 264
Fiesta® San Antonio attracts over 3.5M people annually.
Sample Revitalization Programs
•Farmers Market
•Fiesta®San Antonio
•Folklife and Dance Festival
•Ford Mariachi Festival
•Fiesta Family Blues Festival
•Fiesta de Animales
•Viva Mexico Women’s Festival
•SoFlo Urban Art and Craft Market
•Luminaria Contemporary Arts Festival
•Tejano Conjunto Festival
•Asian Festival
•Pride River Parade and Celebration
•San Antonio Tango Festival
•Wild West Wildlife Festival
•UNITYFest
•Coffee Festival
•Mardi Gras Festival
•Fiesta Primavera
•St. Patrick’s Festival
•Wine Fest
•Public Art Program
Special Events
Packet Pg. 265
•City of Glendale
•Artsakh Creative Retail Pop-Up Program: business owners are able to apply for participation in a
City-sponsored program to secure free rent in a brick-and-mortar retail space
•City of Pomona
•Business Improvement District: business owners in downtown Pomona created a business
improvement district to augment services and events in downtown
•City of Corona
•Business Liaison Program: businesses are able to connect with Corona Police Department to
address issues of illegal dumping, loitering, graffiti, and more
•City of San Jose
•Downtown-Specific Manager: the manager will take special care to downtown related
developments in order to increase the vitality of the heart of the city and city as a whole
Sample Revitalization Programs
Packet Pg. 266
•City of Vista
•Façade Improvement Program: businesses in and near the downtown area can get up to $15k to
assist with interior design upgrades
•City of Orange
•Smart Project Review: The City of Orange provides coordinated inter-departmental
development review through its Staff Review Committee (SRC).
•City of Long Beach
•Long Beach Accelerator: A public-private partnership with the Institute for Innovation and
Entrepreneurship at CSULB and Sunstone Management. The program is for early-stage tech-
startups to successfully secure funding.
•City of Fresno
•Revolving Loan Fund: business must be within Fresno City and does not have full project
financing from conventional lender. The fund must be used for inventory, capital, or equipment
Sample Revitalization Programs
Packet Pg. 267
Questions?
Packet Pg. 268
Economic Development Connections
SB Investment
Playbook
Development
Opportunities
Economic
Development
Programs
Economic
Development
Team
Public-Private
Partnerships
Packet Pg. 269
SB Investment Playbook Update
Packet Pg. 270
Investment Playbook Update
City Manager
Presented by: Cory Hodges, Senior Management Analyst
Packet Pg. 271
Investment Playbook Agenda
Introduction
Development Process & Capacity
Building
Roles & Responsibilities
Deliverables & Performance Indicators
Projects & Prioritization
Investment Playbook Implementation
Roadmap & Staff Recommendations
Packet Pg. 272
Investment Playbook
•Economic development strategy
•Coordinated action plan
•Funding strategy
•Marketing tool
•Community collaboration
An innovative way for cities to
approach transformative projects
outside the standard government
process.
Introduction
Packet Pg. 273
•Extraordinary Potential &
Strengths
•Underpopulated
•Underinvested
•Historic Buildings
•Multimodal Transit Access
•Inexpensive land
•Market Momentum
Introduction
Why Downtown San Bernardino?
Packet Pg. 274
Investment Playbook
Development
Over the course of the Summer of 2022,
stakeholders were interviewed, and Investment
Playbook proposals were developed:
•40+ Stakeholders Interviews
•Legislative Research (IRA, CHIPS, ARPA, etc.)
•Project Narratives Crafted
•Feasibility & Project Cost Estimates Completed
Playbook publicly released at the CSUSB White
House Economic Summit in November 2022
Development Process
Packet Pg. 275
The Nerve Center Operators will be
responsible for carrying out a variety of
activities including but not limited to:
1.Strategic Research & Analysis
2.Stakeholder Engagement
3.Project Coordination
4.Securing Funding
5.Leading a Stakeholder Executive
Committee
6.Managing a Project Submission
Portal
Development Capacity Building (Nerve Center)
Direct Fiscal Impact
•$700,000 Measure S
•Funding was approved
December 7, 2022
Indirect Fiscal Impact
•Staff time
•Other City resources
Packet Pg. 276
A Fiscal Agent could oversee certain funds
dedicated to City of San Bernardino Investment
Playbook projects including funds:
A.Allocated by the City directly
B.Funds committed by outside agencies or
partners
C.Funds received from granting agencies for
proposed projects
•Administrative, financial, and legal
responsibility for assigned Investment
Playbook funds.
•Fiscal Agent’s normally charge a small
administrative fee from funds.
Development Capacity Building (Fiscal Agent)
Packet Pg. 277
Roles & Responsibilities
Mayor and City
Council
•Oversight
•Advisory
•Advocacy
City Staff
•Direction
•Technical Assistance
Community
•Ideas
•Collaboration
•Feedback
Nerve Center
•Project
Coordination
•Stakeholder
Engagement
•Secure Funding
Fiscal Agent
•Financial
Administration
•Financial Reporting
Stakeholders
•Collaboration
•Assistance
•Funding
Investment
Playbook
Mayor & City
Council
Nerve Center
Stakeholders
Community
Fiscal Agent
Staff
Packet Pg. 278
Deliverables and Performance Indicators
Deliverables
•Investment Playbook “road show”
•Investment Playbook workshops
•Community feedback events
•Committee meetings
•State grant awards
•Federal grant awards
•Project Intake portal
•Completed projects
Key Performance Indicators
•Support from Elected Officials
•Support from Private Corporations
•Support from non-profits
•Number of Community feedback events
•Number of grant applications submitted
•Number of grant awards received
•Intake portal statistics
•Project movement through development
phases
Packet Pg. 279
Investment Playbook Project are organized into six (6) distinct categories:
Community
El Sol Holistic
Campus
Community
Leadership
Empowerment
Workshop
Olympic Aquatic
Center
Institute for Child
Development and
Family Relations
Economic
Opportunity
Center
E Street Arts
Corridor
Inland Port Career
Resource Center
Purposeful
Pathways
Infrastructure
Zero-Emission
Buses
Complete Streets
Fiber Network
Installation
Enhanced
Infrastructure
Financing District
City Hall
Renovation
Climate-Ready SB
Housing
Carousel Mall
Heart of Mobility
Homelessness
initiative
Homeownership
initiative
Downtown Habitat
for Humanity
Project
Permanent
Residential Real
Estate Cooperative
Innovation
Sustainable Mobility
Hub
National Security
Innovation
Ecosystem
Enterprise District
Sustainable
Logistics Center of
Excellence
Downtown Satellite
Campuses
Annual Climate
Readiness Summit
Cybersecurity Tech
Workforce Hub
Entrepreneurship
Entrepreneurial
Resource Center
Food
Entrepreneurship
Hub
Supply SB
Local Small
Business
Retail Plaza
Center for Youth
Financial Literacy
and
Entrepreneurship
Capacity
Nerve Center
City Staffing Surge
Climate Solutions
Team
Technical
Assistance for
Community
Organizations
Current Investment Playbook Projects
Packet Pg. 280
Investment Playbook Projects are categorized into three (3) stages of development:
Current Investment Playbook Projects
READY-TO -GOLAST MILEEXPLORATORY
These projects are largely
complete, with clear design,
costs, and plans for
implementation
These early-stage projects will
need more development before
they are ready to fund and
implement
These intermediate-stage projects
need to get specific on design and
cost
Packet Pg. 281
Notable Stakeholder Submitted Projects
Enterprise District
•Reestablish E Street as a dynamic commercial
corridor and popular Inland Empire destination
•Cultivate a vibrant, amenity-filled downtown that
encourages innovation, entrepreneurship, and small
business growth
•Boost activity in downtown San Bernardino during
and after workday hours
University Presence Downtown
(“University Center”)
•Sustainable Logistics Center of
Excellence
•Institute for Child Development and Family
Relations
•Cybersecurity Tech Workforce Hub
Inland Port Career Resource Center (IPCRC)
•Establish well-supported and easily navigated pathways into quality jobs in the IE
•Increase the number and proportion of IE residents with quality jobs (particularly within
disadvantaged and disinvested communities in the region)
•Ensure that area employers have access to the skilled workers they need to grow
Packet Pg. 282
Project Implementation Road Map
Phase 1
Phase 3
Phase 4
Approve Nerve
Center Operator
Agreement
Appoint Advisory
Committee
Members
Council/Project
Stakeholder
Workshop
Project
Prioritization
Feedback
•Implement the Investment Playbook
•Receive and File Monthly Investment Playbook
Reports from Nerve Center Operators, Fiscal
Agent and Playbook Consultants (if approved)
•Quarterly Advisory Committee Meetings
•Monthly Steering Committee Meetings
If Necessary,
Onboard Additional
Playbook
Consultants
Re-Release Fiscal
Agent RFP
Nerve Center Operator
Begins Providing ServicesPhase 2
Packet Pg. 283
Questions?
Packet Pg. 284
Break
Packet Pg. 285
Economic Development Connections
SB Investment
Playbook
Development
Opportunities
Economic
Development
Programs
Economic
Development
Team
Public-Private
Partnerships
Packet Pg. 286
Opportunity Sites
City Development Opportunities
Packet Pg. 287
Revitalization Efforts
Highland Ave and Medical Center Dr
City Development Opportunities
Packet Pg. 288
Revitalization Efforts
Carnegie Dr
City Development Opportunities
Packet Pg. 289
Revitalization Efforts
Arden-Guthrie Development
City Development Opportunities
Packet Pg. 290
Downtown Specific
Plan Update
City Development Opportunities
Packet Pg. 291
Revitalization Efforts
City-owned property
E St Retail Sites
Woolworth Building
Convention Center
Baseball Field
City Development Opportunities
Packet Pg. 292
Theater Square Parcels
Conceptual Rendering
Revitalization Efforts
Theater Square
City Development Opportunities
Packet Pg. 293
Revitalization Efforts
City-owned parking
City Development Opportunities
Packet Pg. 294
Carousel Mall – Getting to “Shovel Ready”
New appraisalInfrastructure
analysis
Tax increment
financing district
Phase 2
environmental
Dedicated project
manager
Grants
identification
Surplus Land Act
process
TBD 4-5 M 6M-1Y 6-8M
4-5M Ongoing 6M
City Development Opportunities
Packet Pg. 295
Economic Development Connections
SB Investment
Playbook
Development
Opportunities
Economic
Development
Programs
Economic
Development
Team
Public-Private
Partnerships
Packet Pg. 296
Downtown Entrepreneurial Resource Center
Proposed Program
Packet Pg. 297
•Facilitate Commercial Revitalization
•Stimulate Private Investment and
Customer Patronage
•General Shopping opportunities
•Pleasant walking environment by
improving visual aesthetics of
commercial building facades
•Enhance small businesses
Proposed Program
Packet Pg. 298
Revolving Loan Program
Proposed Program
Packet Pg. 299
Economic Development Action Plan
•Develop economic development goals
for the community with special focus on
each Ward
•Emphasis on community engagement
and feedback
•Incorporate existing plans (Specific
Plans,General Plan update,Investment
Playbook)
Proposed Program
Packet Pg. 300
Marketing and Rebranding
Proposed Program
Packet Pg. 301
Property and Business Improvement District
•Steering Committee comprised of property
owners developed proposed boundaries and
services for the district
✓Clean & Safe
✓Capital Improvements
✓Administration
•Potential for district to begin collecting
assessment in January 2025
Proposed Program
Packet Pg. 302
Special Event Efforts
Proposed Program
Packet Pg. 303
Operation Restore Hope
Proposed Program
Packet Pg. 304
Economic Development Connections
SB Investment
Playbook
Development
Opportunities
Economic
Development
Programs
Economic
Development
Team
Public-Private
Partnerships
Packet Pg. 305
Services Provided by
Economic Development Staff
Economic Development Division
Packet Pg. 306
Economic Development Partners
Packet Pg. 307
Economic Development Partner Event
Thursday, July 27, 2023 | DoubleTree by Hilton Hotel San Bernardino
Packet Pg. 308
Economic Development Connections
SB Investment
Playbook
Development
Opportunities
Economic
Development
Programs
Economic
Development
Team
Public-Private
Partnerships
Packet Pg. 309
Pedestrian Activation at Court Street
Immediate Public-Private Partnerships
Packet Pg. 310
Downtown Visioning Working Group
(Property Owners)
Immediate Public-Private Partnerships
Packet Pg. 311
Downtown Revitalization Efforts
Immediate Public-Private Partnerships
Packet Pg. 312
Revitalization Efforts
3D Conceptual Rendering
Downtown San Bernardino
Immediate Public-Private Partnerships
Packet Pg. 313
Recommendations
Staff will recommend at a future meeting the follow actions:
1.Approve a reallocation of $873,700 of ARPA funds from the Small Business Education
and Training Resources allocation to the Entrepreneurial Development Services and
Resource Center (“ERC”) for a total of $1,873,700 allocated to the ERC.
2.Authorize the Interim City Manager, or designee, to take necessary steps to
implement and administer the agreement including executing an agreement or
Memorandum of Understanding (“MOU”) with the Inland Empire Center for
Entrepreneurship in an amount not to exceed $1,873,700 through December 31,
2026, and signing subsequent, necessary, and related documents to implement the
MOU.
Packet Pg. 314
Recommendations
Staff will recommend at a future meeting the follow actions:
3.Authorize the Interim City Manager, or designee, to execute a Professional Services
Agreement ($700,000) the with Making Hope Happen Foundation (MHHF) for
Investment Playbook Nerve Center Operator Services; and
4.Direction for Staff to determine feasibility of a Higher Education presence (University
Center) in the Downtown San Bernardino area; and
5.Direction for Staff to Re-Release Investment Playbook Fiscal Agent Services RFP; and
6.Review Investment Playbook Projects and provide staff additional feedback on
projects at a future Mayor and City Council meeting.
Packet Pg. 315
Staff will recommend at a future meeting the follow actions:
7.Augment staffing in Economic Development by approving the creation and addition of the
following positions and directing staff to return to the Council with job descriptions and
salary schedules:
a.One (1) Economic Development Director
b.One (1) Economic Development Manager (Business Recruitment)
c.One (1) Economic Development Manager (Business Retention)
d.One (1) Economic Development Manager (Special Events Manager)
8.Approve the addition of one (1) Administrative Assistant position for Economic
Development.
New Requests For Funding FY 2023/24 Future
(1) Economic Development Director $280,376 Ongoing
(3) Economic Development Managers ($186,218 each)$558,654 Ongoing
(1) Administrative Assistant $80,549 Ongoing
17
9
Recommendations
Packet Pg. 316
Recommendations
Staff will recommend at a future meeting the follow actions:
9.Authorize staff to evaluate the feasibility of:
a.Implementing a Downtown Economic Impact Study
b.Property and Business Improvement District Formation
c.Pedestrian Activation at Court Street
d.Special Event Programming
e.Revolving Loan Program
f.Retaining a brokerage firm to market city-owned properties
g.Establishing a Downtown University Campus
h.Implementing an Economic Development Action Plan
i.Rebranding
j.Expanding Chamber and Association Partnerships
Packet Pg. 317
Questions
Packet Pg. 318
The Bottom Line: Fiscal Impact
City-Wide Initiatives and Staffing
Realignment to Reach Goals
Presented by:
Suzie H. Soren, Director of Human Resources
Barbara G. Whitehorn, Agency Director of Administrative Services
Packet Pg. 319
•Strategic Reserve Overview
•Staffing Comparison Over Time
•2007/08 to Current
•Strategic Staffing and Alignment
•Community, Housing and Economic Development
•Housing & Homelessness
•Economic Development
•Planning
Presentation Overview
Packet Pg. 320
•Strategic Staffing and Alignment (cont.)
•Parks & Recreation
•Animal Services
•Public Works / Project Management
•City Manager’s Office
•Department Realignments and Title Changes
•Bottom Line
•Cost of Strategic Initiatives
•Cost of Strategic Staffing Realignments
Presentation Overview
Packet Pg. 321
Strategic Reserve
Items
Included
in
Strategic
Reserve:
Department/Division Item
Amount
Included
Housing Housing Compliance Specialist $ 117,021
Housing Housing Project Assistant 79,834
Economic Development Economic Development Director 280,376
Economic Development Administrative Assistant 80,549
Economic Development Economic Development Managers (3)558,654
Planning Administrative Assistant 80,549
Planning Associate Planner 126,823
Planning Planner Technician 81,025
Planning Reclassify Planning Aide to Planner Tech.11,265
One Stop Shop Bi-Lingual Senior Customer Service Rep.95,987
One Stop Shop Ombudsperson 138,122
Packet Pg. 322
Strategic Reserve
Items
Included
in
Strategi
c
Reserve
:
Department/Division Item
Amount
Included
Parks, Rec. & Comm. Srvcs.Deputy Director $ 204,001
Animal Services Deputy Director 204,001
Animal Services Registered Veterinary Technician 81,259
Animal Services Veterinary Assistant 66,554
Public Works – Capital Projects Project Managers (3)514,839
Public Works – Land Development Land Development Engineer 171,613
City Manager’s Office Legislative & Gov’t Affairs Mgr.173,873
City Manager’s Office Assistant City Manager 297,175
City Manager’s Office Advocacy Contracts – State &
Federal
250,000
Planning Savings from reclassifications (81,591)
TOTAL $ 3,531,929
Packet Pg. 323
Additional Priorities
Items “In the Hopper,” unfunded, and anticipated in FY
2023/24 or 2024/25
Item Amount Timing
Park Ranger Program 505,900 FY 2024/25
Additional Security Costs – Estimate 1,256,000 FY 2023/24
One Stop Shop – Additional Cost of Buildout 400,000 Mid-Year
ADA Master Plan, Phase 1 500,000 Mid-Year
Bridge Master Plan 500,000 Mid-Year
Preliminary Engineering and Space Study – City Hall 300,000 FY 2023/24
TOTAL $ 3,461,900
Packet Pg. 324
Staffing Comparison Over Time
Packet Pg. 325
Departments and Divisions
Staffing Levels pre-bankruptcy (FY 2007/08) and current
Department / Division
Pre-Bankruptcy
(FTE)
Current Staffing
(FTE)Current as %
CED Planning Division 14 10 71%
CED Economic Development Division 6 3 50%
CED Code Enforcement Division 32 21 66%
Parks & Recreation Department (all positions)32 23 72%
Police Department (all positions)516 421 82%
PW Project Management/Capital Projects
Division 14 3 21%
Human Resources Department 16 14 88%
Animal Services Department 25 27 108%Current staff
inadequate to
current needs
Percentage
s don’t tell
the whole
story!
Packet Pg. 326
Departments and Divisions
Staffing Levels pre-bankruptcy (FY 2007/08) and current
Department / Division
Pre-Bankruptcy
(FTE)
Current Staffing
(FTE)Current as %
Information Technology Department 25 15 68%
Finance Department (includes Bus. Reg. & Purch.)31 33 107%
Finance – Purchasing Division 2 4 200%
Finance – Business Registration Division*10 10 100%
Library (all positions)27 16 59%
City Manager’s Office (excluding Grants, VIP)7 11 157%
City Clerk (includes Passport Srvcs. & Records)7 8 115%
Legal Services 24 1 (+BBK)4%
*Business Registration has moved between Finance and the City Clerk’s Office several times since 2007/2008
Packet Pg. 327
Proposed Structure Change
•Break into Two Department:
•Economic Development Department
•Community Development Department
Community, Housing and Economic Development
Packet Pg. 328
•Strategic Staffing and Alignment
•Housing & Homelessness Division
Packet Pg. 329
Housing & Homelessness Division
Current
Structure
8.25 positions
¼ of Director time dedicated
to Housing and
Homelessness Division
Agency Director of
Community, Housing
& Economic
Development
Deputy Director of
Housing &
Homelessness
Housing Manager
CDBG Specialist
Grants Assistant
Senior Management
Analyst Management Analyst Administrative
Assistant
Housing Compliance
Specialist
Packet Pg. 330
Current
:
8.25
FY
2024:
10.25
FY
2025:
TBD
FY
2026:
TBD
FY
2027:
TBD
Housing & Homelessness Division
Staffing in 2007/08
Unknown
Packet Pg. 331
FY 2023/24
•Housing Compliance Specialist
•Project Assistant
Proposed New Positions
Cost in FY 2023/24: $196,855 Included in Strategic Reserve
Packet Pg. 332
Deputy Director of
Housing &
Homelessness
Housing Manager
Administrative
Assistant
Senior
Management
Analyst
CDBG Specialist Management
Analyst I
Project AssistantGrants Assistant
Housing
Compliance
Specialist
Housing
Compliance
Specialist
Housing & Homelessness Division
Potential Structure
FY 2023/24
Packet Pg. 333
•Strategic Staffing and Alignment
•Economic Development
Packet Pg. 334
Agency Director of
Housing, Community,
and Economic
Development
Economic
Development Division
Manager
Economic
Development Project
Manager
Economic
Development
Specialist
Economic Development Division/Department
Current Structure
3.25 positions
¼ of Director time
dedicated to
Economic
Development Division
Packet Pg. 335
Current
:
3.25
FY
2024:
8
FY
2025:
9
FY
2026:
10
FY
2027:
11
Economic Development Division/Department
Staffing in 2007/08
6 positions
Packet Pg. 336
FY 2023/24
•Director of Economic Development
•Business Recruitment Manager
•Business Retention Manager
•Special Events Manager
•Administrative Assistant
FY 2024/25
•Economic Development Specialist
Proposed New Positions by Year
FY 2025/26
•Economic Development Specialist
FY 2026/27
•Deputy Director of Economic
Development
Cost in FY 2023/24: $919,579 Included in Strategic Reserve
Packet Pg. 337
Economic
Development Director
Economic
Development Manager
Economic
Development Project
Manager
Economic
Development Specialist
Business Recruitment
Manager
Business Retention
Manager
Special Events
Manager
Administrative
Assistant
Economic Development Department
Potential Structure
FY 2023/24
Packet Pg. 338
Benefits of Proposed Structure
•Industry Diversification
•Business Retention and Expansion
•Improved Response Times
•Liaisons to Recruit and Retain Businesses
Cities with Separate Economic Development
Departments:
- Corona - Santa Clarita
- Ontario - Fremont
Economic Development Department
Packet Pg. 339
•Strategic Staffing and Alignment
•Planning
Packet Pg. 340
Agency Director of
Housing, Community,
and Economic
Development
Deputy Director/ City
Planner
Planning Division
Manager
Senior Planner
(3)
Associate Planner
(2)
Assistant Planner
(2)Planning Aide
Planning Division
Current Structure
10.25 positions
¼ of Director time
dedicated to Planning
Division
Packet Pg. 341
Current
:
10.25
FY
2024:
13
FY
2025:
TBD
FY
2026:
TBD
FY
2027:
TBD
Planning Division
Staffing in 2007/08
14 positions
Packet Pg. 342
•Reclassify Deputy Director/City Planner to City Planner/Planning
Manager (lower)
•Reclassify Planning Division Manager to Principal Planner (lower)
•Reclassify Planning Aide to Planner Technician (higher)
•Reclassify (2) Assistant Planners to Planner Technicians (equivalent)
•Reclassify Senior Planner to Associate Planner (lower)
•Add Associate Planner
•Add Planner Technician
•Add Administrative Assistant
Proposed Positions and Changes
Cost in FY 2023/24: $218,071 Included in Strategic Reserve
Packet Pg. 343
City Planner/Planning
Manager
Principal Planner
Associate PlannerAssociate Planner
Senior PlannerSenior Planner
Planner Technician
Associate Planner Associate Planner
Planner Technician Planner Technician
Administrative
Assistant
Planner Technician
Planning Division
Potential Structure
FY 2023/24
Reclass.
Reclass.
Reclass.
Reclass.Reclass.Reclass.
Packet Pg. 344
•Strategic Staffing
•SB Police Department
Quality of Life
Packet Pg. 345
Quality of Life Team
•Quality of Life focus
•Downtown area
•Police Coordinating with Homeless
Outreach Team, Public Works, Parks &
Recreation
•Requires ongoing funding to avoid
pulling resources from other areas of
the City
•NO ADDITIONAL OPERATING
FUNDING necessary for FY 2023/24
Enforcement Type Results/Quantity
Felony Arrests 7
Misdemeanor Arrests 161
Infractions 154
Parking Citations 94
Tows/Impounds 24
FI Cards 23
Narcotics (MJ)62.2 lbs.
Cash Seized $3,354
Shopping Carts Recovered 34
Results from one-month of operations:
Packet Pg. 346
•1 Sergeant
•1 Detective/Corporal
•6 Patrol Officers
•Positions will be posted and hired in FY 2023/24 to be in
place for FY 2024/25.
NO ADDITIONAL OPERATING FUNDING necessary for FY
2023/24
Proposed New Positions
Cost in FY 2023/24: $170,000 for vehicles; will be covered within
existing vehicle replacement budget.
Packet Pg. 347
Sergeant
Officer
Detective/Corporal
Officer
OfficerOfficer
Officer Officer
Potential Structure
FY 2024/25
Quality of Life PD Team
Packet Pg. 348
•Strategic Staffing
•Parks & Recreation
Packet Pg. 349
Parks & Recreation Department
Director of
Parks &
Recreation
Community
Services
Manager
Senior Services Senior Nutrition
Program
Adult Sports SCP/RSVP
Aquatics
Management
Analyst
Management
Analyst
Recreation
Manager
Delmann
Heights Center
Hernandez
Center
Ruben Campos
Center
Center for
Individual Dev.
Verdemont
Center
Lytle Creek
Center
Special Events
Accounting
Tech.
Executive
Assistant
Reports to
Accountin
g
Manager -
Finance
Current Structure
(Does not include all
positions)
Packet Pg. 350
Parks & Recreation: Ranger Program
Park Ranger Program Staffing
Ideal, eventual goal:
•18 Rangers
•1 Supervisor and
•1 Administrative Assistant
•5 Vehicles, training, space, uniforms, technology and supplies
Ramp-up over 5 years and
include park fencing to
minimize security needs
Packet Pg. 351
Current
:
0 / 23
FY
2024:
0 / 24
FY
2025:
4 / 27
FY
2026:
7 / 30
FY
2027:
10 /
33
Parks & Recreation: Ranger Program / All Staff
Parks & Recreation total Staffing in 2007/08
32 positions
Current: 23
Packet Pg. 352
FY 2023/24
•Deputy Director of Parks & Rec.
FY 2024/25
•Lead Park Ranger
•(3) Park Rangers
Proposed New Positions by Year
FY 2025/26
•Reclass Lead Park Ranger to
Park Ranger Supervisor
•(2) Park Rangers
•Administrative Assistant
FY 2026/27
•(3) Park Rangers
The number of
parks, centers and
the expanding
programs and
events makes more
high-level support
for the Director a
necessity.
Launch Park Ranger
Program in FY 2024/25
dependent on revenue at
Mid-Year, FY 2023/24
Cost in FY 2023/24: $204,001 Included in Strategic Reserve
Packet Pg. 353
Director of Parks &
Recreation
Community
Services Manager
Deputy Director
Management
Analyst
Management
Analyst
Recreation
Manager
Accounting
Technician
Executive Assistant
to the Director
Senior Services Senior Nutrition
Program
Adult Sports SCP/RSVP
Aquatics
Delmann Heights
Center Hernandez Center
Ruben Campos
Center
Verdemont Center
Center for
Individual Dev.
Lytle Creek Center Special Events
Parks, Recreation & Community Services
Proposed
Structure
FY 2023/24
Packet Pg. 354
•Strategic Staffing
•Animal Services
Packet Pg. 355
Animal Services Department
Current Structure
Animal Service
Director
Shelter Manager
Shelter Services
Supervisor
Shelter Attendants
(8) +
(4) grant funded
Customer Services
Supervisor
Senior Animal
Service
Representatives (6)
Volunteer
Coordinator
(grant funded)
Foster Coordinator
(grant funded)
Field Services
Supervisor
Lead Animal Control
Officer
Animal Control
Officer
(6)
Staff Veterinarian
Registered Vet
Technician
Executive Assistant
Packet Pg. 356
Current
:
27
FY
2024:
28
FY
2025:
TBD
FY
2026:
TBD
FY
2027:
TBD
Animal Services
Positions in 2007/08
25 positions
Packet Pg. 357
FY 2023/24
•Deputy Director
•Registered Veterinary Technician
•Veterinary Assistant
Proposed New Positions
The Animal Services Department is significantly understaffed and
continues to see increases in the number of animals at the shelter.
There may be potential for regional partnerships; staff will bring
more information forward as it becomes available.
Cost in FY 2023/24: $351,814 Included in Strategic Reserve
Packet Pg. 358
Director of Animal
Services
Deputy Director of
Animal Services
Shelter Manager
Shelter Services
Supervisor
Shelter Attendants
(8)
Customer Services
Supervisor
Senior Animal
Services
Representative (6)
Volunteer
Coordinator
-grant funded-
Foster Coordinator
-grant funded-
Field Services
Supervisor
Lead Animal
Control Officer
Animal Control
Officers (6)
Animal Services
Representative (2)
-grant funded-
Staff Veterinarian
Registered Vet
Technician
Shelter Attendants
(4)
-grant funded-
Executive Assistant
to the Director
Registered Vet
Technician
Veterinary Assistant
Animal Services Department
Proposed
Structure
FY 2023/24
Packet Pg. 359
•Strategic Staffing
•Public Works / Project Management
Packet Pg. 360
Public Works Department
Agency
Director of
Public Works
Deputy
Director / City
Engineer
Principal Civil
Engineer
Project
Manager
Project
Manager
Engineers Project
Manager
Construction
Manager
Engineers
Construction
Inspectors
Civil
Engineering
Div. Mgr.
Engineers
NPDES
Facilities &
Fleet Manager
Deputy
Director of
Operations
Senior
Management
Analyst
Management
Analyst
Executive
Assistant
Current Structure
(Does not include all
positions)
Packet Pg. 361
Public Works: Project Management
Projects
per
Project
Manager
Nearly 7x
the
average
Packet Pg. 362
Public Works: Project Management
Project Management Staffing
Industry standard:
•7-10 Projects per Project Manager
Eventual goal:
•7-10 Projects per PM
•If the City averages 100 active projects, minimum of 10 Project
Managers; however, the City may consider a balance of staff PMs
and contract PMs to avoid overstaffing.
Ramp-up over 5 years
using contract staff
augmentation in the
interim
Packet Pg. 363
Current
:
3
FY
2024:
6
FY
2025:
8
FY
2026:
TBD
FY
2027:
TBD
Public Works Project Management
Positions Identified as “Capital Projects” in 2007/08
(may not all have been Project Managers)
14 positions
Packet Pg. 364
FY 2023/24
•(3) Project Managers
•Staff Augmentation - contract
FY 2024/25
•(2) Project Managers
•Staff Augmentation - contract
Proposed New Positions by Year
FY 2025/26
•TBD
•Staff Augmentation -
contract, as needed
FY 2026/27
•TBD
•Staff Augmentation -
contract, as needed
Cost in FY 2023/24: $514,839 Included in Strategic Reserve
Packet Pg. 365
Director of
Public Works
Deputy
Director/ City
Engineer
Principal Civil
Engineer
Project
Manager
Project
Manager
Project
Manager
Project
Manager
Project
Manager
Project
Manager
Proposed Structure
FY 2023/24
Packet Pg. 366
•Strategic Staffing
•City Manager’s Office
Packet Pg. 367
City Manager’s Office / City Structure
Current Structure
City Manager
Assistant City Manager
Administrative Services
Agency Director
Human Resources
Director
Information Technology
Director
Finance
Deputy Director
Public Works, Operations &
Maintenance
Agency Director
Community, Housing &
Economic Development
Agency Director
Animal Services
Director
Police Department
Chief of Police
Parks, Recreation &
Community Services
Director
Library
Director
Executive Assistant to the City
Manager
Grants Division
Manager
Neighborhood & Customer
Services
Manager
Public Information
PIO
City Manager s Office
Analysts (4)
VIP Program
Manager
Packet Pg. 368
City Manager’s Office
•Challenges
•Span of Control for the City Manager is too Great
•7 Departments
•4 Divisions
•4 Analysts
•Larger, complex cities need more support at the top
•Growing cities – economic development and expansion
•Cities with multiple initiatives underway
•Reliance on grants and outreach
•Legislative initiatives need dedicated staff
Packet Pg. 369
Assistant / Deputy City Manager Comparison
City Population
Deputy/Assistant City
Managers
Pomona 148,000 1
Corona 157,000 2
Ontario 178,000 2
Moreno Valley 208,000 2
Fontana 210,000 2
Modesto 218,000 2
Fremont 224,000 2
Irvine 310,000 3
Riverside 320,000 3
Long Beach 467,000 5
Packet Pg. 370
Positions, 2023/24
•Assistant City Manager
•Legislative & Governmental Affairs Manager
•Realign departments and balance workload between two Assistant City
Managers
Enable the City to track legislative changes, manage lobbyist contracts
and actively work to secure funding in Sacramento and Washington, D.C.
Proposed Changes – City Structure
Packet Pg. 371
Retitle Departments:
“Community, Housing and Economic Development Department”
•Economic Development Department
•Community Development & Housing Department
Changing Community Development to Community Development &
Housing is more reflective of the purpose of the divisions within the
department.
Proposed Changes – City Structure
Packet Pg. 372
Retitle Departments:
“Human Resources Department”
•Human Resources and Risk Management Department
To reflect the departments functions beyond HR, including Risk
Management.
“Finance Department”
•Finance and Management Services Department
To reflect the departments functions beyond finance, including Purchasing
and Business Registration.
Proposed Changes – City Structure
Packet Pg. 373
Agency Directors
Re-title Agency Directors:
Agency Director of Community, Housing and Economic Development
•Director of Economic Development
•Director of Community Development & Housing
Agency Director of Public Works, Operations and Maintenance
•Director of Public Works, Operations and Maintenance
Agency Director of Administrative Services
•Director of Finance and Management Services
•No longer directing Administrative Services (HR and IT)
Proposed Changes – City Structure
Packet Pg. 374
City Manager
Assistant City
Manager
Assistant City
Manager
Community
Development &
Housing
Economic
Development /
Special Events
Information
Technology
Finance &
Management
Services
Human Resources
& Risk
Management
Public Works,
Operations &
Maintenance
Parks, Recreation &
Community
Services
Police
Animal Services
Management Analysts
Neighborhood Srvcs.
Performance Audits
Legislation
Grants
Public Information
City Council Support
City Attorney City Clerk
Mayor & City Council (8)
Library Board Water Board
SBMWDSB Public Library
Boards & Commissions
Residents of San Bernardino
City Manager’s Office / City Structure
Proposed Structure FY 2023/24
New Dept.
Packet Pg. 375
The Bottom Line: Cost Analysis
Presented by:
Barbara Whitehorn, Agency Director of Administrative Services
Packet Pg. 376
•Cost of City Initiative Implementation
•Cost of Staffing Realignments
Presentation Overview
Packet Pg. 377
Strategic Reserve
Items
Included
in
Strategic
Reserve:
Department/Division Item
Amount
Included
Housing Housing Compliance Specialist $ 117,021
Housing Housing Project Assistant 79,834
Economic Development Economic Development Director 280,376
Economic Development Administrative Assistant 80,549
Economic Development Economic Development Managers (3)558,654
Planning Administrative Assistant 80,549
Planning Associate Planner 126,823
Planning Planner Technician 81,025
Planning Reclassify Planning Aide to Planner Tech.11,265
One Stop Shop Bi-Lingual Senior Customer Service Rep.95,987
One Stop Shop Ombudsperson 138,122
Packet Pg. 378
Strategic Reserve
Items
Included
in
Strategi
c
Reserve
:
Department/Division Item
Amount
Included
Parks, Rec. & Comm. Srvcs.Deputy Director $ 204,001
Animal Services Deputy Director 204,001
Animal Services Registered Veterinary Technician 81,259
Animal Services Veterinary Assistant 66,554
Public Works – Capital Projects Project Managers (3)514,839
Public Works – Land Development Land Development Engineer 171,613
City Manager’s Office Legislative & Gov’t Affairs Mgr.173,873
City Manager’s Office Assistant City Manager 297,175
City Manager’s Office Advocacy Contracts – State &
Federal
250,000
Planning Savings from reclassifications (81,591)
TOTAL $ 3,531,929
Packet Pg. 379
Additional Priorities
Items “In the Hopper,” unfunded, and anticipated in FY
2023/24 or 2024/25
Item Amount Timing
Park Ranger Program 505,900 FY 2024/25
Additional Security Costs – Estimate 1,256,000 FY 2023/24
One Stop Shop – Additional Cost of Buildout 400,000 Mid-Year
ADA Master Plan, Phase 1 500,000 Mid-Year
Bridge Master Plan 500,000 Mid-Year
Preliminary Engineering and Space Study – City Hall 300,000 FY 2023/24
TOTAL $ 3,461,900
Packet Pg. 380
Discussion
Packet Pg. 381