HomeMy WebLinkAbout09-04-2024 Agenda PacketMayor and City Council of the City of San Bernardino Page 1
CITY OF SAN BERNARDINO
AGENDA
FOR THE
REGULAR MEETING OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO,
MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE SUCCESSOR
AGENCY TO THE REDEVELOPMENT AGENCY, MAYOR AND CITY COUNCIL OF THE CITY OF SAN
BERNARDINO ACTING AS THE SUCCESSOR HOUSING AGENCY TO THE REDEVELOPMENT
AGENCY, AND MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE
HOUSING AUTHORITY, AND MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO
ACTING AS THE SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY
WEDNESDAY, SEPTEMBER 04, 2024
4:00 PM CLOSED SESSION 5:00 PM OPEN SESSION
FELDHEYM CENTRAL LIBRARY • 555 WEST 6TH STREET • 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 Rochelle Clayton
COUNCIL MEMBER, WARD 2 ACTING CITY MANAGER
Juan Figueroa Sonia Carvalho
COUNCIL MEMBER, WARD 3 CITY ATTORNEY
Fred Shorett Genoveva Rocha
MAYOR PRO TEM, WARD 4 CITY CLERK
Ben Reynoso
COUNCIL MEMBER, WARD 5
Kimberly Calvin
COUNCIL MEMBER, WARD 6
Welcome to a meeting of the Mayor and City Council of the City of San Bernardino
PLEASE VIEW THE LAST PAGES OF THE AGENDA FOR PUBLIC
COMMENT OPTIONS, OR CLICK ON THE FOLLOWING
LINK: TINYURL.COM/MCCPUBLICCOMMENTS
PLEASE CONTACT THE CITY CLERK'S OFFICE (909) 3845002 TWO
WORKING DAYS PRIOR TO THE MEETING FOR ANY REQUESTS FOR
REASONABLE ACCOMMODATIONS
To view PowerPoint presentations, written comments, or any revised
documents for this meeting date, use this link: tinyurl.com/agendabackup.
Select the corresponding year and meeting date folders to view documents.
Mayor and City Council of the City of San Bernardino Page 2
CALL TO ORDER
Attendee Name
Council Member, Ward 1 Theodore Sanchez
Council Member, Ward 2 Sandra Ibarra
Council Member, Ward 3 Juan Figueroa
Mayor 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
Acting City Manager Rochelle Clayton
City Attorney Sonia Carvalho
City Clerk Genoveva Rocha
4:00 P.M.
CLOSED SESSION PUBLIC COMMENT
CLOSED SESSION P. 13
A) PUBLIC EMPLOYEE PERFORMANCE EVALUATIONS
Titles: City Manager; City Attorney; City Clerk (Initiation of Process)
B)PUBLIC EMPLOYEE APPOINTMENT (Pursuant to Government Code Section 54957)
Title: Interim City Manager
C)CONFERENCE WITH LABOR NEGOTIATORS (Pursuant to Government Code
Section 54957.6)
Agency designated representatives: Mayor or other Mayor and Council designee
Unrepresented employee: Acting City Manager/Interim City Manager
D) CONFERENCE WITH REAL PROPERTY NEGOTIATORS (Pursuant to Government
Code Section 54956.8)
Property: 300 North E Street (Parcel Map 688, Parcel 12 Book 25 Page 47
Parcel Map 688 Parcel No. 12 formally known as City PTN Blk 12 and PTN 3rd St
VAC)
City Negotiator: City Manager or Designee
Negotiating Parties: El Corte Ingles
Under Negotiations: Price and Terms
Mayor and City Council of the City of San Bernardino Page 3
5:00 P.M.
INVOCATION AND PLEDGE OF ALLEGIANCE
CLOSED SESSION REPORT
PRESENTATIONS
1. Proclamation for National Library Card SignUp & Literacy Month in the City of San
Bernardino – September 2024 (All Wards) P.14
PUBLIC HEARING
2. Public Hearing on Annexation No. 28 to Community Facilities District 20191 (Ward 5)
P.16
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1. Hold a Public Hearing; and
2. Adopt Resolution No. 2024190 of the Mayor and City Council of the City of San
Bernardino, California, calling an election to submit to the qualified electors the
question of levying the amended special tax within the area proposed to be annexed
to Community Facilities District No. 20191 (Maintenance Services) (Annexation No.
28, Tax Zone 29); and
3. Hold a special landowner election and canvass the election; and
4. Adopt Resolution No. 2024191 of the Mayor and City Council of the City of San
Bernardino, California, declaring election results for Community Facilities District No.
20191 (Maintenance Services) (Annexation No. 28, Tax Zone 29); and
5. Introduce, read by title only, and waive further reading of Ordinance No. MC1642 of
the Mayor and City Council of the City of San Bernardino, California, amending
Ordinance No. MC1522 and levying special taxes to be collected during Fiscal Year
20242025 to pay annual costs of the maintenance and servicing of landscaping,
lighting, water quality improvements, graffiti, streets, street sweeping, parks and trail
maintenance, a reserve fund for capital replacement, and administrative expenses
with respect to City of San Bernardino Community Facilities District No. 20191
(Maintenance Services); and
6. Schedule the adoption of Ordinance No. MC1642 for September 18, 2024.
CITY MANAGER UPDATE
PUBLIC COMMENTS FOR ITEMS LISTED AND NOT LISTED ON THE AGENDA
Mayor and City Council of the City of San Bernardino Page 4
CONSENT CALENDAR
3. Irrevocable Agreement to Annex No. 2024379 (Ward 6) P.76
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California adopt
Resolution No. 2024193 of the Mayor and City Council of the City of San Bernardino,
California, approving the application to the Local Agency Formation Commission to provide
City sewer services to a property located at 2210 Ogden Street, San Bernardino, California,
within the unincorporated County of San Bernardino territory of Muscoy; and authorizing the
City Manager to execute an Irrevocable Agreement to Annex.
4. Irrevocable Agreement to Annex No. 2024380 (Ward 6) P.92
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California adopt
Resolution No. 2024192 of the Mayor and City Council of the City of San Bernardino,
California, approving the application to the Local Agency Formation Commission to provide
City sewer services to a property located at 2179 Blake Street, San Bernardino, California,
within the unincorporated County of San Bernardino territory of Muscoy; and authorizing the
City Manager to execute an Irrevocable Agreement to Annex.
5. San Bernardino Soccer Complex Lease Assignment with World Sports Arena, LLC
(Ward 2) P.108
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
adopt Resolution No. 2024194, authorizing the City Manager to execute the Lease
Assignment Agreement for the San Bernardino Soccer Complex, located at 2500 Pacific
Street, San Bernardino, California; assigning the Lease with San Bernardino Soccer, LLC,
to World Sports Arena, LLC.
6. Approve the proposed board for the “Friends of San Bernardino Parks, Recreation
and Open Spaces Foundation (All Wards) P.149
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
adopt Resolution 2024196 approving the proposed list of community members to serve on
the board of the recently approved California NonProfit “Friends of San Bernardino Parks,
Recreation and Open Spaces Foundation.”
Mayor and City Council of the City of San Bernardino Page 5
7. Acceptance and Approval of Older Californians Nutrition Program Grant Award FY
2024/25 (All Wards) P.155
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California
adopt Resolution No. 2024195:
1. Authorizing the City Manager to approve a 2024/2025 Budget for year three of a
threeyear Older Californians Nutrition Program grant through the Department of
Aging and Adult Services – Public Guardian (DAASPG); and
2. Authorizing the City Manager to accept the 2024/2025 Congregate Meal Program
Grant Budget in the amount of $392,541; and
3. Authorizing the City Manager or their designee to conduct all negotiations, signing
and submittals of necessary documents to receive grant budget awards;
4. Approving certain related purchase orders to Sysco Foods ($215,600) and
Hollandia Dairy ($24,530) and Consulting Health and Nutrition Services for continued
operation of the Older Californians Nutrition Program; and
5. Authorizing the Director of Finance and Management Services to amend the grant
funds for the period of July 1, 2024 through June 30, 2025.
8. Recommendation to Increase the Construction Contingency and Construction
Management Budget for Nicholson Park Improvements Project. (Ward 6) P.324
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California
adopt Resolution 2024197:
1. Authorizing the Director of Finance and Management Services to amend the FY
2024/25 CIP Budget with an additional $745,128 for the Nicholson Park
Improvements Project using the Measure S fund balance; and
2. Authorizing the Director of Finance and Management Services to increase the
construction contingency and construction management budget from
$1,290,000 to the total amount of $2,139,564.87; and
3. Authorizing the City Manager or designee to expend the contingency fund, if
necessary, to complete the project.
9. Award of Construction Agreement to F.E.C. Electric Inc. (Ward 2, Ward 4) P.334
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California
adopt Resolution 2024199:
1. Approving the award of an Agreement with F.E.C. Electric, Inc. for $1,653,396.02 for
the Construction of Speicher Park Multipurpose Field and Newmark Park Ballfields
Improvements (Projects); and
2. Authorizing the project construction contingencies, and administrative costs in the
amount of $550,000 for construction of the Project; and
3. Authorizing the Director of Finance and Management Services to utilize $2,000,000
from the Ballfiend Accessory Upgrades Project as follows: $1,130,254 to
Newmark Ballfield Lighting and $869,746 to Speicher Park Multipurpose Field Lighting
and
4. Authorizing the City Manager or designee to execute all documents with F.E.C.
Electric, Inc. necessary to carry out the Projects; and
5. Authorizing the City Manager or designee to expend the contingency fund, if
necessary, to complete the Projects.
6. Finding the Project exempt from the California Environmental Quality Act (“CEQA”)
pursuant to State CEQA Guidelines § 15302 (“Replacement or Reconstruction”).
Mayor and City Council of the City of San Bernardino Page 6
10. Approving Amendment No. 2 to Cooperative Agreement No. 221002720 with the San
Bernardino County Transportation Authority (SBCTA) for the State Route 210/
Waterman Avenue Interchange Project (Ward 7) P.492
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
adopt Resolution No. 2024198
1. Authorizing the Director of Finance and Management Services to amend the
State Route 210/Waterman Avenue Interchange Project budget in the amount
of $322,806 from the Measure I Fund, for a totalnotto exceed amount of
$1,948,934. and;
2. Authorizing the City Manager to execute Amendment No. 2 to Cooperative
Agreement No. 221002720 with the San Bernardino County Transportation
Authority (SBCTA) for Waterman Avenue at State Route 210 (SR210)
interchange Project.
DISCUSSION
11. Accept Three Million Dollars in Grant Funds from the County of San Bernardino for
the City’s Navigation Center (All Wards) P.518
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California,
adopt Resolution No. 2024200:
1. Authorizing the City Manager, or designee, to accept grant funds in the amount of
$3,000,000 from the County of San Bernardino; and
2. Authorizing the City Manager, or designee, to execute the Revocable Grant
Agreement; and
3. Authorizing the City Manager, or designee, to conduct all additional negotiations,
signings, and submittals of necessary documents to receive the grant funds; and
4. Authorizing the Director of Finance and Management Services to amend the FY
2024/25 budget in both revenues and expenditures, and appropriate $3,000,000 in
grant funds to be used towards the City’s Navigation Center.
12. Reaffirmation of Homelessness State of Emergency Declaration (All Wards) P.609
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1. Adopt Resolution No. 2024201, reaffirming the declaration of a Homelessness
State of Emergency; and
2. Direct the City Manager or designee the ability to take certain administrative
actions to streamline the provision of shelter to people experiencing
homelessness, including the waiver of purchasing or bidding for physical shelter
space.
Mayor and City Council of the City of San Bernardino Page 7
MAYOR & CITY COUNCIL UPDATES/REPORTS ON CONFERENCES & MEETINGS
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 September 18,
2024 at the Feldheym Central Library located at 555 West 6th Street, San Bernardino, California
92401. Closed Session will begin at 4:00 p.m. and Open Session will begin at 5:00 p.m.
Mayor and City Council of the City of San Bernardino Page 8
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 4, 2024, Regular Meeting of the Mayor and City Council and the
Mayor and City Council acting as the Successor Agency to the Redevelopment Agency was
posted on the City's bulletin board located at 201 North "E" Street, San Bernardino, California, at
the Feldheym Central Library located at 555 West 6th Street, San Bernardino, California, and on
the City's website sbcity.org on Friday, August 30, 2024.
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 9
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.
Mayor and City Council of the City of San Bernardino Page 10
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 11
ALTERNATE MEETING VIEWING METHOD:
If there are any technical issues with the live stream or recording from the main agenda portal or if you
require an option with Closed Captioning, you may view the meeting from the following location (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:
Written comments can be emailed to publiccomments@sbcity.org. Written public comments
received up to 2:30 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. Written public
commentswill not be read aloud by city staff. Written correspondence can be accessed by the
public online at tinyurl.com/agendabackup .
Attend the meeting in person and fill out a speaker slip. Please note that the meeting Chair decides
the cutoff time for public comment, and the time may vary per meeting. If you wish to submit your
speaker slip in advance of the meeting, please submit your request to speak using the form on the
following page: tinyurl.com/mccpubliccomments. Any requests to speak submitted electronically after
the 2:30 p.m. deadline will not be accepted.
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. Written
correspondence submitted after the deadline will be provided to the Mayor and City Council at thefollowing
regular meeting.
MEETING TIME
NOTE: Pursuant to Resolution No. 2024029, adopted by the Mayor and City Council on February 21,
2024:
“Section 3. All meetings are scheduled to terminate at 10:00 P.M. on the same day it began. At 9:00
P.M., the Mayor and City Council shall determine which of the remaining agenda items can be
considered and acted upon prior to 10:00 P.M. and will continue all other items on which additional time
is required until a future Mayor and City Council meeting. A majority vote of the Council is required to
extend a meeting beyond 10:00 P.M. to discuss specified items.”
Mayor and City Council of the City of San Bernardino Page 12
THIS PAGE INTENTIONALLY LEFT BLANK
CLOSED SESSION
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Sonia Carvalho, City Attorney
Department:City Attorney
Subject:CLOSED SESSION
Recommendation:
A) PUBLIC EMPLOYEE PERFORMANCE EVALUATIONS
Titles: City Manager; City Attorney; City Clerk (Initiation of Process)
B) PUBLIC EMPLOYEE APPOINTMENT (Pursuant to Government Code Section
54957)
Title: Interim City Manager
C) CONFERENCE WITH LABOR NEGOTIATORS (Pursuant to Government
Code Section 54957.6)
Agency designated representatives: Mayor or other Mayor and Council
designee
Unrepresented employee: Acting City Manager/Interim City
Manager
D) CONFERENCE WITH REAL PROPERTY NEGOTIATORS (Pursuant to
Government Code Section 54956.8)
Property: 300 North E Street (Parcel Map 688, Parcel 12 Book 25
Page 47 Parcel Map 688 Parcel No. 12 formally known as City PTN Blk 12 and
PTN 3rd St VAC)
City Negotiator: City Manager or Designee
Negotiating Parties: El Corte Ingles
Under Negotiations: Price and Terms
Packet Page. 13
PRESENTATIONS
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Helen Tran, Mayor
Department:Mayor's Office
Subject:Proclamation for National Library Card Sign-Up &
Literacy Month in the City of San Bernardino – September
2024 (All Wards)
Packet Page. 14
PROCLAMATION OF THE
MAYOR AND CITY COUNCIL
OBSERVING SEPTEMEMBER 2024, AS
NATIONAL LIBRARY CARD SIGN-UP & LITERACY MONTH
IN THE CITY OF SAN BERNARDINO
WHEREAS, in observance of September being National Library Card Sign-Up &
Literacy Month, patrons are encouraged to visit one or more of the four San Bernardino
Public Libraries, either in person to sign-up for a regular library card or virtually at
www.sbpl.org to sign up for a digital library card to utilize online resources; and
WHEREAS, weekly public service hours expanded to 40 three years ago; and
WHEREAS, people visit in person or virtually, libraries offer endless opportunities
to transform lives through education and lifelong learning; serving people of every age,
education level, ethnicity and physical ability;
WHEREAS, in addition to patrons checking out books and doing research our
libraries offer various free activities, such as pre-school story time, crafts, workshops,
author visits, entertainment programs, literacy services and various classes to help
people improve their lives without cost; and
WHEREAS, our online services for remote learners including eBooks and
eAudiobooks, homework help via chat and others have been more valuable than ever to
our patrons during the pandemic; and
WHEREAS, more than 20,000 people have our library card; and
WHEREAS, San Bernardino Public Library offers Literacy tutoring through the
Jack L. Hill Lifelong Learning Center, providing services to adults, children, and
families. Everyone is invited to participate in the many activities and events offered in
the Learning Center, encouraging lifelong learning and developing workforce training
and skills; and
WHEREAS, our San Bernardino Public Library has served our community for 133
years and if there is any city that can benefit from a free public library, it is here.
NOW THEREFORE, BE IT PROCLAIMED THAT, The Mayor and City Council of
the City of San Bernardino, do hereby proclaim September 2024 as NATIONAL
LIBRARY CARD SIGN-UP & LITERACY MONTH.
Presented this 4th Day of September 2024
Packet Page. 15
PUBLIC HEARING
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager;
Kenneth Chapa, Director of Economic Development
Department:Economic Development
Subject:Public Hearing on Annexation No. 28 to Community
Facilities District 2019-1 (Ward 5)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Hold a Public Hearing; and
2. Adopt Resolution No. 2024-190 of the Mayor and City Council of the City of San
Bernardino, California, calling an election to submit to the qualified electors the
question of levying the amended special tax within the area proposed to be
annexed to Community Facilities District No. 2019-1 (Maintenance Services)
(Annexation No. 28, Tax Zone 29); and
3. Hold a special landowner election and canvass the election; and
4. Adopt Resolution No. 2024-191 of the Mayor and City Council of the City of San
Bernardino, California, declaring election results for Community Facilities District
No. 2019-1 (Maintenance Services) (Annexation No. 28, Tax Zone 29); and
5. Introduce, read by title only, and waive further reading of Ordinance No. MC-1642
of the Mayor and City Council of the City of San Bernardino, California, amending
Ordinance No. MC-1522 and levying special taxes to be collected during Fiscal
Year 2024-2025 to pay annual costs of the maintenance and servicing of
landscaping, lighting, water quality improvements, graffiti, streets, street sweeping,
parks and trail maintenance, a reserve fund for capital replacement, and
administrative expenses with respect to City of San Bernardino Community
Facilities District No. 2019-1 (Maintenance Services); and
Packet Page. 16
6. Schedule the adoption of Ordinance No. MC-1642 for September 18, 2024.
Executive Summary
The recommended action is the second step of the annexation process for the
proposed development into Community Facilities District (CFD) No. 2019-1
(Maintenance Services). The property owner has petitioned the City to annex into the
City’s CFD to mitigate it’s impacts for maintenance service of public facilities as a result
of the new development. The City Council approved the Resolution of Intention on
July 17, 2024, setting today the time and place of the public hearing. The special taxes
will be levied annually to offset general fund expenditures related to maintenance of
public improvements within and for the benefit of the development.
Background
On December 7, 2022, the Mayor and City Council adopted Resolution No. 2022-263,
a Resolution of Intention to annex territory into Community Facilities District No. 2019-1
(Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”),
pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982”.
On July 17, 2024, the Mayor and City Council was presented with a request to adjust
the rates previously approved on December 7, 2022, to include additional maintenance
of slopes and open space. The Mayor and City Council adopted Resolution No. 2024-
152, declaring its intent to amend Resolution No. 2022-263 and adjust the rates
previously approved. A public hearing was set for September 4, 2024, on the proposed
amendment to Tax Zone 29 of CFD No. 2019-1.
The Resolution of Intention was adopted by the Mayor and City Council in response to
a petition filed by the property owner of approximately 24.83 gross acres of a vacant
residential lot within the City, requesting that the City assist them in amending CFD No.
2019-1 Tax Zone 29 under the Mello-Roos Act. The proposed project will remain
unchanged and consist of 20 detached single-family lots. The State legislature enacted
the Mello-Roos Act in 1982 to assist public agencies in financing certain public
improvements by either issuing tax exempt securities that are repaid by annual levy of
special taxes, or to provide for the financing of on-going public services. The landowner
requested the City amend CFD No. 2019-1 Tax Zone 29 to levy a special tax to cover
the costs associated with the maintenance of public improvements. The public facilities
and services proposed to be financed within CFD No. 2019-1 Tax Zone 29 are the
following:
1. Maintenance of median landscaping and other public improvements installed
within the public right-of-way; and
2. Public lighting and appurtenant facilities, including streetlights within public
rights-of-way and traffic signals; and
3. City and County costs associated with the setting, levying and collection of the
Packet Page. 17
special tax, and in the administration of the District including the contract
administration and for the collection of reserve funds.
Tax Zone 29 is located at the intersection of Ohio Street and N Little League Drive, as
shown in Attachment #13.
The amended maximum annual special tax for this development has been calculated
to be $954 per unit for FY 2024/25. Special Tax rate is proposed to escalate each year
at the greater of Consumer Price Index (CPI) or 2%. The property owners have agreed
to initiate and conduct the CFD annexation proceedings pursuant to the Mello-Roos
Act of 1982. The property owners have submitted a “Consent and Waiver” form on file
in the City Clerk’s Office to initiate and conduct proceedings pursuant to the Mello-
Roos Act in 1982, for the annexation into the CFD and consenting to the shortening of
election time requirements, waiving analysis and arguments, and waiving all notice
requirements relating to the conduct of the election.
In order to amend CFD No. 2019-1 Tax Zone 29 pursuant to the provisions of California
Government Code Section 53311 et seq., the City must adopt a series of three
statutorily required Resolutions and an Ordinance which are summarized below.
•Resolution declaring City intent to amend the rate and method of apportionment of
special taxes within Community Facilities District No. 2019-1 Tax Zone 29 (the
special tax applies only to properties within the annexation area), adopted July 17,
2024.
•Resolution calling an election to submit to the qualified electors the question of
levying an amended special tax within Community Facilities District No. 2019-1
Tax Zone 29.
•Resolution declaring the results of the election and directing the recording of the
notice of special tax lien.
•Amend the Ordinance and order the levy and collection of special taxes in the
District.
With the adoption of the Resolutions and the first reading of the amended Ordinance,
the adoption of the amended Ordinance would be scheduled for September 18, 2024.
Discussion
The Resolution of Intention called for a public hearing to be held on September 4, 2024,
on the issue of amending the special tax for CFD No. 2019-1 Tax Zone 29. Under the
Mello-Roos Act, the Mayor and City Council must hold the public hearing and consider
any protests against the formation of the CFD. If the owners of one half or more of the
land within the boundaries of the CFD file written protests against the establishment of
the CFD, the Council may not create the CFD. If a majority protest is not filed, the
Mayor and City Council may adopt the resolution establishing the CFD.
The adoption of Resolution No. 2019-178 on July 17, 2019, established CFD 2019-1,
pursuant to the requirements of Government Code Section 53325.1. After a CFD is
Packet Page. 18
formed, the Mello-Roos Act requires that for any annexations into the CFD an election
be held on the question of whether the proposed special taxes should be levied. The
election requires a two-thirds vote in favor of levying the special tax. The landowners
filed waivers with respect to the conduct of the election pursuant to Government Code
Sections 53326(a) and 53327(b), meaning that the time limits and procedural
requirements for conducting an election under the Mello-Roos Act do not have to be
followed. Accordingly, City staff has already mailed the election ballots to the
landowners and required the ballots to be returned by the close of the public hearing.
If the Mayor and City Council adopt Resolution No. 2024-___, it may immediately
proceed to the opening of the ballots and adopt Resolution No. 2024-___ declaring the
results of the election.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No 1. Improved Operational & Financial
Capacity and Key Target No. 4: Economic Growth & Development. This project will
contribute to ensure that the City is clean and attractive and provide infrastructure
designed for long term economic growth.
Fiscal Impact
All costs associated with annexation into the CFD have been borne by the
Developer. By annexing into the CFD, the costs of maintaining improvements located
within the development will be financed through special taxes levied on the parcels
within CFD No. 2019-1 and not through the City’s General Fund.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Hold a Public Hearing; and
2. Adopt Resolution No. 2024-190 of the Mayor and City Council of the City of San
Bernardino, California, calling an election to submit to the qualified electors the
question of levying the amended special tax within the area proposed to be
annexed to Community Facilities District No. 2019-1 (Maintenance Services)
(Annexation No. 28, Tax Zone 29); and
3. Hold a special landowner election and canvass the election; and
4. Adopt Resolution No. 2024-191 of the Mayor and City Council of the City of San
Bernardino, California, declaring election results for Community Facilities District
No. 2019-1 (Maintenance Services) Tax Zone 29; and
5. Introduce, read by title only, and waive further reading of Ordinance No. MC-1642
of the Mayor and City Council of the City of San Bernardino, California, amending
Ordinance No. MC-1522 and levying special taxes to be collected during Fiscal
Year 2024-2025 to pay annual costs of the maintenance and servicing of
landscaping, lighting, water quality improvements, graffiti, streets, street sweeping,
parks and trail maintenance, a reserve fund for capital replacement, and
administrative expenses with respect to City of San Bernardino Community
Packet Page. 19
Facilities District No. 2019-1 (Maintenance Services); and
6. Schedule the adoption of Ordinance No. MC-1642 for September 18, 2024.
Attachments
Attachment 1 - Resolution No. 2024-190- Resolution Calling Election
Attachment 2 - Exhibit A Description of Territory
Attachment 3 - Exhibit B Rate and Method of Apportionment
Attachment 4 - Exhibit C Special Election Ballot
Attachment 5 - Exhibit D Full Text of Proposition
Attachment 6 - Resolution No. 2024-191- Resolution Declaring Election Results
Attachment 7 - Exhibit A Certificate of Election Results
Attachment 8 - Ordinance No. MC-1642
Attachment 9 - Exhibit A Description of Services
Attachment 10 - Exhibit B Parcel List
Attachment 11 - Petition
Attachment 12 - PowerPoint Presentation
Attachment 13 - Project Map
Attachment 14 - Publication Notice
Ward:
Fifth Ward
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81, a
Resolution of Intention to form Community Facilities District No.
2019-1 (Maintenance Services) of the City of San Bernardino (the
“Resolution of Intention”), pursuant to the provisions of the “Mello-
Roos Community Facilities Act of 1982.
July 17, 2019 Resolution No. 2019-178 was adopted establishing Community
Facilities District No. 2019-1; Resolution No. 2019-179 was adopted
declaring election results for Community Facilities District No. 2019-
1; and first reading of Ordinance No. MC-1522 levying special taxes
to be collected during FY 2019-20 to pay annual costs of
maintenance, services and expenses with respect to Community
Facilities District No. 2019-1.
August 7, 2019 Final reading of Ordinance No. MC-1522 levying special taxes to be
collected during FY 2019-20 to pay annual costs of maintenance,
services and expenses with respect to Community Facilities District
No. 2019-1.
December 7, 2022 Mayor and City Council adopted Resolution No. 2022-263, a
Resolution of Intention to annex territory into Community Facilities
District No. 2019-1 (Maintenance Services) of the City of San
Bernardino (the “Resolution of Intention”), pursuant to the provisions
Packet Page. 20
of the “Mello-Roos Community Facilities Act of 1982”.
January 18, 2023 Mayor and City Council adopted Resolution No. 2023-001 calling an
election to submit to the qualified electors the question of levying a
special tax within the area proposed to be annexed to Community
Facilities District No. 2019-1 (Annexation No. 28), and adopted
Resolution No. 2023-002 declaring election results for Community
Facilities District No. 2019-1 (Annexation No. 28); and introduced
Ordinance No. MC-1608 amending Ordinance No. MC-1522.
July 17, 2024 Mayor and City Council adopted Resolution No. 2024-152
amending Resolution No. 2022-263 and adjust the special tax rates
previously approved within Community Facilities District No. 2019-1
(Maintenance Services) Tax Zone 29 of the City of San Bernardino
(the “Resolution of Intention”), pursuant to the provisions of the
“Mello-Roos Community Facilities Act of 1982”.
Packet Page. 21
Resolution No. 2024-190
Resolution No. 2024-190
September 4, 2024
1 of 7
5
3
5
0
RESOLUTION NO. 2024-190
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
CALLING AN ELECTION TO SUBMIT TO THE
QUALIFIED ELECTORS THE QUESTION OF LEVYING
AN AMENDED SPECIAL TAX WITHIN THE AREA OF
COMMUNITY FACILITIES DISTRICT NO. 2019-1
(MAINTENANCE SERVICES) (ANNEXATION NO. 28, TAX
ZONE 29)
WHEREAS, the Mayor and City Council (the “City Council”) of the City of San
Bernardino (the “City”), adopted its Resolution No. 2019-081, (the “Resolution of Intention”) (i)
declaring its intention to establish Community Facilities District No. 2019-1 (Maintenance
Services) (the “CFD No. 2019-1”) pursuant to the Mello-Roos Community Facilities Act of 1982
(the “Act”), commencing with Section 53311 of the California Government Code (the
“Government Code”), (ii) proposing to levy a special taxes within CFD No. 2019-1 pursuant to
the terms of the Act to fund the cost of providing maintenance services (the “Services”) described
in Exhibit B of the Resolution of Intention, and
WHEREAS, the City Council set a public hearing for July 17, 2019, after which the
Council adopted Resolution No. 2019-178 forming the CFD No. 2019-1 and calling a special
election at which the questions of levying a special tax and establishing an appropriations limit
with respect to the CFD No. 2019-1 were submitted to the qualified electors within the CFD No.
2019-1; and
WHEREAS, on July 17, 2019, the City Council adopted Resolution No. 2019-179
declaring the results of the special election and finding that more than two-thirds (2/3) of all votes
cast at the special election were cast in favor of the proposition presented, and such proposition
passed; and
WHEREAS, the City Council is authorized by Article 3.5 (commencing with Section
53339) of Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code as amended (the
"Act"), to annex territory into an existing community facilities district by complying with the
procedures set forth in said Article 3.5; and
WHEREAS, the City Council on December 7, 2022, duly adopted Resolution No. 2022-
263 (the “Original Resolution of Intention”) declaring its intention to annex certain territory to
CFD No. 2019-1 (Maintenance Services) and to levy a special tax within that territory to pay for
certain services and setting a time and place for the public hearing on the proposed annexation for
January 18, 2023; and
WHEREAS, the City Council on January 18, 2023 duly adopted Resolution No. 2023-001
calling an election to submit to the qualified electors the question of levying a special tax within
the area proposed to be annexed to Community Facilities District No. 2019-1 (Annexation No.
28), and adopted Resolution No. 2023-002 declaring election results for Community Facilities
Packet Page. 22
Resolution No. 2024-190
Resolution No. 2024-190
September 4, 2024
2 of 7
5
3
5
0
District No. 2019-1 (Annexation No. 28); and introduced Ordinance No. MC-1608 amending
Ordinance No. MC-1522; and
WHEREAS, the territory proposed to be annexed is identified in a map entitled
"Annexation Map No. 28 Community Facilities District No. 2019-1 (Maintenance Services)" a
copy of which was recorded on December 8, 2022, in Book 90 of Maps of Assessment and
Community Facilities Districts at Page 86, in the office of the San Bernardino County Recorder;
and
WHEREAS, the City Council on July 17, 2024, duly adopted Resolution No. 2024-152
(the “Resolution of Intention”) amending special tax rates to CFD No. 2019-1 (Maintenance
Services) Tax Zone 29 and to levy a special tax within that territory to pay for certain services and
setting a time and place for the public hearing on the proposed annexation for September 4, 2024;
and
WHEREAS, pursuant to the Act and the Resolution of Intention, a noticed public hearing
was convened by the City Council on September 4, 2024, not earlier than the hour of 5:00 p.m. at
the Bing Wong Auditorium of the Norman F. Feldheym Public Library at 555 W. 6th Street, San
Bernardino, California, 92410, relative to the proposed amendment of special tax rates to CFD No.
2019-1 Tax Zone 29. At the hearing, the testimony of all interested persons for or against the
amendment of the special taxes will be heard. If and to the extent participation in the September
4, 2024 meeting must occur by teleconference, videoconference, or other electronic means
authorized by the Ralph M. Brown Act or an Executive Order of the Governor of California, the
means and methods for participating the meeting shall be posted on the Agenda for said meeting,
which shall be posted at least 72 hours prior to the meeting on the City of San Bernardino
(www.sbcity.org), and outside of the Bing Wong Auditorium of the Norman F. Feldheym Public
Library at 555 W. 6th Street, San Bernardino, California, 92410. A copy of the Agenda will be
made available upon request to the San Bernardino City Clerk's office at 909-384-5002; and
WHEREAS, written protests have not been filed by fifty percent (50%) or more of the
registered voters residing within the CFD No 2019-1, or by fifty percent (50%) or more of the
registered voters residing within the territory, or by the owners of one-half (1/2) or more of the
area within the CFD No. 2019-1 Tax Zone 29, or by the owners of one-half (1/2) or more of the
territory; and
WHEREAS, the Mayor and City Council has determined that there are fewer than twelve
registered voters residing in the territory of CFD No. 2019-1 Tax Zone 29 and that the qualified
electors in such territory are the landowners; and
WHEREAS, on the basis of all of the foregoing, the City Council has determined at this
time to call an election to authorize the amendment of special tax rates to the CFD No. 2019-1 Tax
Zone 29 and the levying of a special tax as described in Exhibit A hereto; and
WHEREAS, the City Council has received a written instrument from each landowner in
the territory of CFD No. 2019-1 Tax Zone 29 consenting to the shortening of election time
requirements, waiving analysis and arguments, and waiving all notice requirements relating to the
conduct of the election; and
Packet Page. 23
Resolution No. 2024-190
Resolution No. 2024-190
September 4, 2024
3 of 7
5
3
5
0
WHEREAS, the City Clerk has concurred in the election date set forth herein.
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.Conformation of Finding in Resolution of Intention. The City Council
reconfirms all of its findings and determinations as set forth in the Resolution of Intention.
SECTION 3.Findings Regarding Protests. The City Council finds and determines that
written protests to CFD No. 2019-1 Tax Zone 29 and the levy of the special tax within such
territory are insufficient in number and in amount under the Act, and the City Council hereby
further orders and determines that all such protests are hereby overruled.
SECTION 4.Findings Regarding Prior Proceedings. The City Council finds and
determines that all prior proceedings had and taken by the City Council, with respect to the
amendment of special tax rates of CFD No. 2019-1 Tax Zone 29, are valid and in conformity with
the requirements of the Act.
SECTION 5. Levy of Special Tax. As stated in the Resolution of Intention, except where
funds are otherwise available, subject to the approval of the qualified electors of territory of CFD
No. 2019-1 Tax Zone 29, a special tax sufficient to pay the costs of the Services (including
incidental expenses as described in the Resolution of Intention), secured by recordation of a
continuing lien against all nonexempt real property in CFD No. 2019-1, will be levied annually in
CFD No. 2019-1. The rate and method of apportionment, and manner of collection of the special
tax are specified in Exhibit B hereto.
SECTION 6. Apportionment of Tax. The special tax as apportioned to each parcel is
based on the cost of making the Services available to each parcel, or other reasonable basis, and is
not based on or upon the ownership of real property.
SECTION 7. Tax Roll Preparation. The office of the Public Works Director, 201 North
“E” Street, San Bernardino, California 92410, is hereby designated as the office that will be
responsible for annually preparing a current roll of special tax levy obligations by assessor’s parcel
number and that will be responsible for estimating future special tax levies pursuant to Government
Code section 53340.2. The Public Works Director may cause these functions to be performed by
his or her deputies, assistants, or other designated agents.
SECTION 8. Accountability Measures. Pursuant to Section 50075.1 of the California
Government Code, the City shall create a separate account into which tax proceeds will be
deposited; and the Public Works Director annually shall file a report with the City Council that
will state (a) the amount of funds collected and expended and (b) the status of the Services financed
in CFD No. 2019-1.
SECTION 9. Special Election; Voting Procedures. The City Council hereby submits the
questions of levying the special tax within the territory to the qualified electors, in accordance with
Packet Page. 24
Resolution No. 2024-190
Resolution No. 2024-190
September 4, 2024
4 of 7
5
3
5
0
and subject to the Act. The special election shall be held on September 4, 2024, and shall be
conducted as follows:
(a) Qualified Electors. The City Council hereby determines that the Services are
necessary to meet increased demands placed upon the City as a result of development occurring
within the boundaries of CFD No. 2019-1. Because fewer than twelve registered voters resided
within the territory of CFD No. 2019-1 Tax Zone 29 on July 22, 2024 (a date within the 90 days
preceding the close of the public hearing on the amended special taxes of CFD No. 2019-1 Tax
Zone 29), the qualified electors shall be the landowners within territory, and each landowner who
was the owner of record at the close of the hearing shall have one vote for each acre or portion of
an acre of land that such landowner owns within the territory of CFD No. 2019-1 Tax Zone 29.
(b) Consolidation of Elections; Combination of Propositions on Ballot. The
election on the question of levying the special tax and establishing an appropriations limit for CFD
No. 2019-1 shall be consolidated, and the two proportions shall be combined into a single ballot
proposition for submission to the voters, as authorized by Government Code Section 53353.5.
(c) Mail Ballot Election. Pursuant to Government Code section 53327.5, the
election shall be conducted as a mail ballot election. The City Council hereby ratifies the City
Clerk’s delivery of a ballot to each landowner within the territory of CFD No. 2019-1 Tax Zone
29. The City Council hereby ratifies the form of the ballot, which is attached hereto as Exhibit C.
(d) Return of Ballots. The City Clerk shall accept the ballots of the landowners up
to 5:00 p.m. on September 4, 2024. The City Clerk shall have available ballots that may be marked
at the City Clerk’s office on the election day by voters. Once all qualified electors have voted, the
City Clerk may close the election.
(e) Canvass of Election. The City Clerk shall commence the canvass of the returns
of the special election as soon as the election is closed (on September 4, 2024, or when all qualified
electors have voted) at the City Clerk’s office. At the conclusion of the canvass, the City Clerk
shall declare the results of the election.
(f) Declaration of Results. The City Council shall declare the results of the special
election following the completion of the canvass of the returns and shall cause to be inserted into
its minutes a statement of the results of the special election as ascertained by the canvass of the
returns.
SECTION 10. Filing of Resolution with City Clerk. The City Council hereby directs the
City Clerk to file a copy of this resolution of CFD No. 2019-1 Tax Zone 29 in her office.
SECTION 11. 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.
Packet Page. 25
Resolution No. 2024-190
Resolution No. 2024-190
September 4, 2024
5 of 7
5
3
5
0
SECTION 12. 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 13. Effective Date. This Resolution shall become effective immediately.
Packet Page. 26
Resolution No. 2024-190
Resolution No. 2024-190
September 4, 2024
6 of 7
5
3
5
0
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 27
Resolution No. 2024-190
Resolution No. 2024-190
September 4, 2024
7 of 7
5
3
5
0
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. 2024-190, adopted at a regular meeting held on the 4th day of September 2024 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 ____________
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 28
EXHIBIT A
DESCRIPTION OF ANNEXED TERRITORY
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No.
2019-1”) Annexation No. 28 is currently comprised of one (1) parcel, located within the City boundaries. The
property is identified by the following San Bernardino County Assessor's Parcel Number (APN).
APN Owner Name
0348-111-51 Verdemont Ranch 20 LLC
Packet Page. 29
EXHIBIT B
AMENDED RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
OF THE CITY OF SAN BERNARDINO
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined
below) in Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No. 2019-1” or
“CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July
1, 2019, in an amount determined by the City Council of the City of San Bernardino, acting in its capacity
as the legislative body of CFD No. 2019-1, by applying the rate and method of apportionment set forth
below. All of the real property in CFD No. 2019-1, unless exempted by law or by the provisions herein,
shall be taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel
Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the
applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be
calculated by the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the
formation, annexation, and administration of CFD No. 2019-1 including, but not limited to: the costs
of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether
by the City or designee thereof or both); the costs to the City, CFD No. 2019-1, or any designee thereof
associated with fulfilling the CFD No. 2019-1 disclosure requirements; the costs associated with
responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2019-1 or
any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees
including payment of a proportional share of salaries and benefits of any City employees and City
overhead whose duties are related to the administration and third party expenses. Administrative
Expenses shall also include amounts estimated or advanced by the City or CFD No. 2019-1 for any
other administrative purposes of CFD No. 2019-1, including attorney's fees and other costs related to
commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
“Administrator” means the City Manager of the City of San Bernardino, or his or her designee.
“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final
Map that was recorded prior to the March 1 preceding the Fiscal Year in which the Special Tax is being
levied, and that have not been issued a building permit on or prior to the June 1 preceding the Fiscal
year in which the special tax is being levied.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number
by the County Assessor of the County of San Bernardino.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by
Assessor’s Parcel Number.
“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County
Assessor of the County.
City of San Bernardino 1
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 30
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original
construction building permit issued for construction of a building of Non-Residential Property and any
Building Square Footage subsequently added to a building of such Taxable Property after issuance of
a building permit for expansion or renovation of such building.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“CFD” or “CFD No. 2019-1” means the City of San Bernardino Community Facilities District No. 2019-
1 (Maintenance Services).
“City” means the City of San Bernardino.
“Contingent Special Tax B Requirement” means that amount required in any Fiscal Year, if the POA
is unable to maintain the Service(s) to: (i) pay the costs of Services incurred or otherwise payable in
the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs
of Services as determined by the Administrator; less a credit for funds available to reduce the annual
Special Tax B (Contingent) levy as determined by the Administrator.
“County” means the County of San Bernardino.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit
for new construction has been issued on or prior to June 1 preceding the Fiscal Year in which the
Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as
provided for in Section G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.)
or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual
lots for which building permits may be issued without further subdivision.
“Fiscal Year” means the period from and including July 1st of any year to and including the following
June 30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an
Assessor’s Parcel is assigned consistent with the land use approvals that have been received or
proposed for the Assessor’s Parcel as of June 1 preceding the Fiscal Year in which the Special Tax is
being levied.
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B
(Contingent), as applicable.
“Maximum Special Tax A” means the Maximum Special Tax A, as determined in accordance with
Section C below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property
within CFD No. 2019-1.
City of San Bernardino 2
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 31
“Maximum Special Tax B (Contingent)” means the Maximum Special Tax B (Contingent), as
determined in accordance with Section C below that can be levied in any Fiscal Year on any Assessor's
Parcel of Taxable Property within CFD No. 2019-1.
“Multi-Family Residential Property” means any Assessor’s Parcel of residential property that consists
of a building or buildings comprised of attached Residential Units sharing at least one common wall
with another unit.
“Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a
building permit(s) was issued for a non-residential use. The Administrator shall make the
determination if an Assessor’s Parcel is Non-Residential Property.
“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s
association established to maintain certain landscaping within a Tax Zone.
“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the
actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property
with the same Tax Zone, (ii) Approved Property, that the ratio of the actual Special Tax levy to the
Maximum Special Tax is the same for all Parcels of Approved Property with the same Tax Zone, and
(iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum
Special Tax per acre is the same for all Parcels of Undeveloped Property with the same Tax Zone.
“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile
by one or more persons, as determined by the Administrator.
“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed
Residential Units have been constructed or for which building permits have been or may be issued for
purposes of constructing one or more Residential Units.
“Service(s)” means services permitted under the Mello-Roos Community Facilities Act of 1982
including, without limitation, those services authorized to be funded by CFD No. 2019-1 as set forth
in the documents adopted by the City Council at the time the CFD was formed.
“Single Family Residential Property” means any residential property other than Multi-Family
Residential Property on an Assessor’s Parcel.
“Special Tax(es)” means the Special Tax A and/or Special Tax B (Contingent) to be levied in each Fiscal
Year on each Assessor’s Parcel of Taxable Property.
“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel
of Taxable Property to fund the Special Tax A Requirement.
"Special Tax A Requirement" means for each Tax Zone, that amount to be collected in any Fiscal Year
to pay for certain costs as required to meet the needs for such Tax Zone of CFD No. 2019-1 in both
the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for
maintenance services including but not limited to (i) maintenance and lighting of parks, parkways,
streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii)
public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the
Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A
Requirement include funds for Bonds.
City of San Bernardino 3
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 32
“Special Tax B (Contingent)” means the Special Tax B (Contingent) to be levied in each Fiscal Year on
each Assessor’s Parcel of Taxable Property to fund the Contingent Special Tax B Requirement, if
required.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2019-1, which are not Exempt
Property.
“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre.
"Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may
be levied pursuant to this Rate and Method of Apportionment of Special Tax. Appendix C identifies
the Tax Zone in CFD No. 2019-1 at formation; additional Tax Zones may be created when property is
annexed into the CFD.
"Tax Zone 1" means the specific geographic area identified on the CFD Boundary Map as Tax Zone 1.
"Tract(s)" means an area of land; i) within a subdivision identified by a particular tract number on a
Final Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for
subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed
Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2019-1 shall be classified
as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy
of Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed
Property and Approved Property shall be classified as either Residential Property or Non-Residential
Property. Residential Property shall be further classified as Single Family Residential Property or
Multi-Family Residential Property and the number of Residential Units shall be determined by the
Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Residential Property, all such Assessor’s
Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon
as specified in or shown on the building permit(s) issued or Final Map as determined by the
Administrator. For Parcels of undeveloped property zoned for development of single family attached
or multi-family units, the number of Residential Units shall be determined by referencing the
condominium plan, apartment plan, site plan or other development plan, or by assigning the
maximum allowable units permitted based on the underlying zoning for the Parcel. Once a single
family attached or multi-family building or buildings have been built on an Assessor's Parcel, the
Administrator shall determine the actual number of Residential Units contained within the building
or buildings, and the Special Tax A levied against the Parcel in the next Fiscal Year shall be calculated
by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential
Unit identified for the Tract below or as included in Appendix A as each Annexation occurs.
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Non-Residential Property, all such Assessor’s
City of San Bernardino 4
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 33
Parcels shall be assigned the number of Building Square Footage or Acres as shown on the Final Map
as determined by the Administrator. Once the Administrator determines the actual number of
Building Square Footage or Acres for the Assessor’s Parcels, the Special Tax A levied against the
Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the number of Building
Square Footage or Acres by the Maximum Special Tax per Taxable Unit identified for the Tax Zone
below or as included in Appendix A as each Annexation occurs.
1. Special Tax A
a. Developed Property
(i)Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1,
the rate and method adopted for the annexed property shall reflect the Maximum Special Tax
A for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for
Developed Property for Fiscal Year 2019-2020 within Tax Zone 1 is identified in Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
Tax
Zone
1
Taxable
Unit
RU
Maximum
Special Tax A
$961
Tract
TR 17170
Land Use Category
Single Family Residential Property
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Developed
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items)
for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the
preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel
shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category
located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land
use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based
on the amount of Acreage designated for each land use as determined by reference to the
site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of
property shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to
each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the rate
and method adopted for the annexed property shall reflect the Maximum Special Tax A for the
Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Approved property
Fiscal Year 2019-20 within Tax Zone 1 is identified in Table 2 below:
City of San Bernardino 5
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 34
TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone
1
Taxable
Unit
RU
Maximum
Special Tax A
$961
Tract
TR 17170
Land Use Category
Single Family Residential
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Approved Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
- Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the
rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for
the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped
Property for Fiscal Year 2019-20 within Tax Zone 1 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit Maximum Special Tax A
1 TR 17170 Acre $4,338
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Undeveloped Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
- Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
2. Special Tax B (Contingent)
The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its obligation
to maintain the Contingent Services, which default shall be deemed to have occurred, as determined by
the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to levy annual assessments for the Contingent Services; or
(d) The POA fails to provide the Contingent Services at the same level as the City provides similar
services and maintains similar improvements throughout the City and within ninety (90) days
after written notice from the City, or such longer period permitted by the City Manager, fails
to remedy the deficiency to the reasonable satisfaction of the City Council.
a. Developed Property
(i) Maximum Special Tax B (Contingent)
City of San Bernardino 6
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 35
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is
shown in Table 4 and shall be specific to each Tax Zone within the CFD. When additional
property is annexed into CFD No. 2019-1, the rate and method adopted for the annexed
property shall reflect the Maximum Special Tax B (Contingent) for each Tax Zones annexed
and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20
within Tax Zone 1 is identified in Table 4 below:
TABLE 4
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
DEVELOPED PROPERTY
Tax
Zone
1
Taxable
Unit
RU
Maximum Special
Tax B (Contingent)
$0
Tract
TR 17170
Land Use Category
Single Family Residential Property
(ii) Increase in the Maximum Special Tax B (Contingent)
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for
Developed Property shall increase by i) the percentage increase in the Consumer Price Index
(All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of
the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an
Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be
levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel
that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated
to each type of property based on the amount of Acreage designated for each land use as
determined by reference to the site plan approved for such Assessor's Parcel. The
Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 5 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20 within the Tax Zone is identified
in Table 5 below:
TABLE 5
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
APPROVED PROPERTY
Tax
Zone
1
Taxable
Unit
RU
Maximum Special
Tax B (Contingent)
$0
Tract
TR 17170
Land Use Category
Single Family Residential Property
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Approved
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for
City of San Bernardino 7
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 36
Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding
Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 6 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20 within the Tax Zone is identified
in Table 6 below:
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Tax Zone Maximum Special
Tax B (Contingent)
$0
Tracts
TR 17170
Taxable Unit
1 Acre
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Undeveloped
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los
Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year,
or ii) by two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2019-20 and for each following Fiscal Year, the Council shall determine
the Special Tax A Requirement and shall levy the Special Tax A on all Assessor’s Parcels of Taxable
Property until the aggregate amount of Special Tax A equals the Special Tax A Requirement for each
Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
First:The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed
Property within each Tax Zone up to 100% of the applicable Maximum Special Tax to satisfy the Special
Tax A Requirement for such Tax Zone;
Second:If additional moneys are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first step has been completed, the Special Tax A shall be levied Proportionately on each
Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax A for
Approved Property;
Third:If additional monies are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all
Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum Special
Tax A for Undeveloped Property.
2. Special Tax B (Contingent)
Commencing with Fiscal Year in which Special Tax B (Contingent) is authorized to be levied and for
each following Fiscal Year, the City Council shall determine the Contingent Special Tax B (Contingent)
Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of
City of San Bernardino 8
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 37
Taxable Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals
the Special Tax B ( Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) Shall
be levied for each Fiscal Year as follows:
First:The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed
Property for a Tax Zone up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy
the Contingent Special Tax B Requirement;
Second:If additional moneys are needed to satisfy the Contingent Special Tax B Requirement after
the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on
each Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax B
(Contingent) for Approved Property;
Third:If additional monies are needed to satisfy the Contingent Special Tax B Requirement after
the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately
on all Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum
Special Tax B (Contingent) for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2019-1 from time to time. As
each annexation is proposed, an analysis will be prepared to determine the annual cost for providing
Services. Based on this analysis, the property to be annexed, pursuant to California Government Code
section 53339 et seq. will be assigned to the appropriate Maximum Special Tax rate for the Tax Zone
when annexed and included in Appendix A.
F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided.
For each Fiscal Year, the Special Tax B (Contingent) shall be levied as long as the Contingent Services
are being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2019-1, any Assessor’s Parcels; (i) which are
owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity;
(ii) with public or utility easements making impractical their utilization for other than the purposes set
forth in the easement; (iii) which are privately owned but are encumbered by or restricted solely for
public uses; or (iv) which is in use in the performance of a public function as determined by the
Administrator.
H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may
file a written notice of appeal with the City not later than twelve months after having paid the first
installment of the Special Tax that is disputed. A representative(s) of CFD No. 2019-1 shall promptly
review the appeal, and if necessary, meet with the property owner, consider written and oral evidence
regarding the amount of the Special Tax, and rule on the appeal. If the representative’s decision
requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property
owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that
Assessor’s Parcel in the subsequent Fiscal Year(s).
City of San Bernardino 9
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 38
I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2019-1 may collect the Special Tax at a different time
or in a different manner if necessary to meet its financial obligations.
City of San Bernardino 10
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 39
APPENDIX A
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
AMENDED COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance
services for Fiscal Year 2024-25. These services are being funded by the levy of Special Tax A for
Community Facilities District No. 2019-1.
TAX ZONE 29
TR 17329
Item
1
Description
Landscaping
Estimated Cost
$13,778
2
3
4
Lighting
Reserves
Admin
$1,815
$2,222
$1,250
$19,064Total
Special Tax B Contingent Services – There are no services being funded by the levy of Special Tax
B (Contingent) for Community Facilities District No. 2019-1. However, additional Tax Zones may
have Special Tax B Contingent Services being provided.
TAX ZONE 29
FY 2024-25 MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERTY AND APPROVED PROPERTY
Land Use
Category
Single-Family Residential
Multi-Family Residential
Non-Residential Property
Taxable
Unit
RU
RU
Acre
Maximum
Special Tax A
$954
Maximum
Special Tax B
$0
$0
$0
$954
$915
TAX ZONE 29
FY 2024-25 MAXIMUM SPECIAL TAX RATES
UNDEVELOPED PROPERTY
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Acre $915 $0
City of San Bernardino
Community Facilities District No. 2019-1 (Maintenance Services)
11
Packet Page. 40
TAX ZONE SUMMARY
Tax
Zone
1
2
3
4
5
6
7
Tract
APN
17170
Fiscal
Year
Maximum
Special Tax A
$961 / RU
Maximum
Special Tax BAnnexation
Original
1
Subdivider
Santiago Communities, Inc.
JEC Enterprises, Inc.
GWS #4 Development, LLC
Devore Storage Facility, LLC
TH Rancho Palma, LLC
Strata Palma, LLC
2019-20
2019-20
2020-21
2019-20
2020-21
2020-21
2020-21
2021-22
2021-22
2021-22
2021-22
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
2022-23
$0 / RU
$0 / RU17329$473 / RU
2
3
4
5
6
7
8
9
PM 19814
0266-041-39
TR 20006
PM 19701
PM 20112
TR 20293
LM 2019-021
TR 20189
LD 1900086
TR 20305
LLA 2020-004
TR 5907
0136-191-21
TR 20216
TR 20145
CUP 20-07
TR 20258
LM 21-10
$608 / Acre
$1,136 / Acre
$344 / RU
$0 / Acre
$0 / Acre
$57 / RU
$528 / Acre
$0 / Acre
$334 / Acre
$232 / Acre
$154 / Acre
$0 / Acre
$0 / Acre
$0 / Acre
$0 / Acre
$0 / Acre
$0 / Acre
$0 / RU
$1,895 / Acre
$3,197 / Acre
$2,913 / Acre
$815 / Acre
$490 / Acre
$1,472 / Acre
$175 / Acre
$1,169 / Acre
$2,268 / Acre
$5,277 / Acre
$7,089 / Acre
$646 / RU
San Bernardino Medical Center LLC
ICO Fund VI, LLC
TR 2600 Cajon Industrial LLC
Central Commerce Center, LLC
Lankershim Industrial, LLC
Prologis, LP
Dreamland Real Estate Holdings
Magic Laundry Services, Inc.
Ahmad Family Trust
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Gateway SB, LLC
RCH-CWI Belmont, LP
George A. Pearson
RGC Family Trust
170 East 40th Street, LLC
108 Highland, LP
SBABP IV, LLC
1300 E Highland Ave LLC
Vone SB, LLC
PI Properties, LLC
Pacific West Company, et al.
$7,433 / Acre $0 / Acre
$0 / RU$588 / RU
$5,284 / Acre
$6,397 / Acre
$807 / Acre
$847 / Acre
$1,385 / Acre
$174 / RU
$0 / Acre
$0 / Acre
$0 / Acre
$320 / Acre
$978 / Acre
$17 / RU
$45 / RU
LM 22-04
LM 2021-013
TR 4592
LLA 2020-005
TR 20494
TR 20495 $204 / RU
To Be Determined
$1,851 / Acre
$954 / RU
$922 / Acre
$2,957 / Acre
$358 / Acre
28
29
30
31
32
PM 20320
TR 17329
LL 2022-11
PM 20143
PM 20334
PM 3613,
2022-23
2024-25
2022-23
2022-23
2023-24
$292 / Acre
$0 / RU
$372 / Acre
$1,855 / Acre
$94 / Acre
SB Drake Central Avenue LLC
Verdemont Ranch 20, LLC
CIVF VI – CA1W01, LLC
California Cajun Properties LLC
Elliott Precision Block Co.
32
33
34
33
34
35
2022-23
2023-24
2023-24
$1,094 / Acre
$2,785 / Acre
$533 / Acre
$186 / Acre
$158 / Acre
$193 / Acre
S.B. Universal Self Storage LLC4230 & 4250
PM 20392 GWS#7 Development, LLC
MLG SB Land LLC &
Grandfather’s Land Holdings LLCCUP 21-16
35
36
37
36
37
38
CUP 22-03
LM 2022-007
TR 18895
2023-24
2023-24
2023-24
$6,648 / Acre
$1,261 / Acre
$706 / RU
$0 / Acre
$0 / Acre
$0 / Acre
SimonCRE JC Saguaro III, LLC
DP Industrial Parkway LLC
MV RE Holdings LLC
In-N-Out Burgers, a California
Corporation3839LLA 2023-008 2023-24 $3,081 / Acre $0 / Acre
39
40
41
40
41
42
LM 2022-19
LLA 2023-010
PM 20216
2023-24
2023-24
2023-24
$473 / Acre
$2,132 / Acre
$7,925 / Acre
$0 / Acre
$0 / Acre
$0 / Acre
PME Oakmont Tippecanoe LP
Shandon Hills Plaza LLC
Inland Maple Partners LLC
City of San Bernardino
Community Facilities District No. 2019-1 (Maintenance Services)
12
Packet Page. 41
Tax
Zone
43
44
45
Tract
APN
PM 20527
PM 18704
PM 20412
Fiscal
Year
2023-24
2023-24
2023-24
Maximum
Special Tax A
$7,172 / Acre
$1,672 / Acre
$1,826 / Acre
Maximum
Special Tax B
$0 / Acre
$0 / Acre
$0 / Acre
Annexation Subdivider
Gateway SB LLC
Paladin Equity SB LLC
GWS #8 Development, LLC
43
44
45
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2020 the Maximum Special Tax shall increase by i) the
percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange
County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent
(2.0%), whichever is greater.
City of San Bernardino 13
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 42
APPENDIX B
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a)maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b)maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include
but is not limited to the repair, removal or replacement of all or part of any of the water quality
improvements, fossil fuel filters within the public right-of-way including the removal of petroleum
hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and
outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance,
servicing; or both of the water quality basin improvements within flood control channel improvements;
and
(c)public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1; and
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of
Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
City of San Bernardino 14
Community Facilities District No. 2019-1 (Maintenance Services)
Packet Page. 43
APPENDIX C
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES
City of San Bernardino
Community Facilities District No. 2019-1 (Maintenance Services)
15
Packet Page. 44
Packet Page. 45
Packet Page. 46
EXHIBIT C
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
TAX ZONE 29
(September 4, 2024)
This ballot is for the use of the authorized representative of the following owner of land within
Community Facilities District No. 2019-1 (Maintenance Services) (“CFD No. 2019-1”) of the City
of San Bernardino:
Name of Landowner Number of Acres Owned Total Votes
Verdemont Ranch 20, LLC 24.83 25
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions
of the City Council (the “Council”) of the City of San Bernardino (the “City”), the above-named
landowner is entitled to cast the number of votes shown above under the heading “Total Votes,”
representing the total votes for the property owned by said landowner. The City has sent the
enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory of CFD No. 2019-1 Tax Zone 29, City of San Bernardino,
County of San Bernardino, State of California. Please advise the City Clerk, at (909) 384-5002 if
the name set forth below is incorrect or if you are no longer one of the owners of these parcels.
This special tax ballot may be used to express either support for or opposition to the proposed
special tax. To be counted, this special tax ballot must be signed below by the owner or, if the
owner is not an individual, by an authorized representative of the owner. The ballot must then be
delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery:
Personal
Delivery:
If by mail, place ballot in the return envelope provided, and mail no later than
August 21, 2024, two calendar weeks prior to the date set for the election. Mailing
later than this deadline creates the risk that the special tax ballot may not be
received in time to be counted.
If in person, deliver to the City Clerk at any time up to 5:00 p.m. on September 4,
2024, at the Clerk’s office at 201 N. “E” Street, Bldg A, City of San Bernardino, CA
92401.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on September 4, 2024.
Very truly yours,
Genoveva Rocha, CMC, City Clerk
Packet Page. 47
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Verdemont Ranch 20, LLC
Attn: Felizardo Robles Jr.
434 N. 2nd Ave.
Upland, CA 91786
0348-111-51
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE MARK “YES” OR
“NO” WITH AN “X”:
Shall the City Council of the City of San Bernardino be authorized to levy a special tax on an
annual basis at the rate set forth in the following table:
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Single-Family Residential RU $954
plus an annual increase on each July 1, commencing July 1, 2025 the Maximum Special Tax
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for
Riverside – San Bernardino – Ontario (December 2017 = 100) since the beginning of the
preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater, to finance certain
services within the territory identified on the map entitled “Annexation Map No. 28 of Community
Facilities District No. 2019-1 (Maintenance Services) City of San Bernardino” including lighting
and landscaping as provided in the Rate and Method of Apportionment (including incidental
expenses) which is attached as Exhibit C to Resolution No. 2024-152 adopted by the City
Council of the City of San Bernardino on July 17, 2024, and shall an appropriation limit be
established for the Community Facilities District No. 2019-1 (Maintenance Services) in the
amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the
person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct and that this declaration is executed on ____________, 20__.
Felizardo Robles Jr.
Manager
Signature
Print Name
Title
Packet Page. 48
EXHIBIT D
FULL TEXT OF PROPOSITION
SPECIAL ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS THE QUESTION OF
LEVYING AN AMENDED SPECIAL TAX WITHIN THE AREA PROPOSED TO BE ANNEXED
TO COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES) (TAX
ZONE 29)
September 4, 2024
SPECIAL TAX BALLOT MEASURE:
Shall the City Council of the City of San Bernardino be authorized to levy a special tax on an annual
basis at the rate set forth in the following table:
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Single-Family Residential RU $954
plus an annual increase on each July 1, commencing July 1, 2025 the Maximum Special Tax shall
increase by i) the percentage increase in the Consumer Price Index (All Items) for Riverside – San
Bernardino - Ontario (December 2017 = 100) since the beginning of the preceding Fiscal Year, or ii) by
two percent (2.0%), whichever is greater, to finance certain services within the territory identified on the
map entitled “Annexation Map No. 28 of Community Facilities District No. 2019-1 (Maintenance Services)
City of San Bernardino” including lighting and landscaping as provided in the Rate and Method of
Apportionment (including incidental expenses) which is attached as Exhibit C to Resolution No. 2024-152
adopted by the City Council of the City of San Bernardino on July 17, 2024, and shall an appropriation
limit be established for the Community Facilities No. 2019-1 (Maintenance Services) in the amount of
special taxes collected?
Packet Page. 49
Resolution No. 2024-191
Resolution No. 2024-191
September 4, 2024
1 of 3
5
3
5
5
RESOLUTION NO. 2024-191
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA
DECLARING ELECTION RESULTS FOR COMMUNITY
FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE
SERVICES) (ANNEXATION NO. 28, TAX ZONE 29)
WHEREAS, the Mayor and City Council (the "City Council") of the City of San
Bernardino (the "City") has heretofore conducted proceedings for the amendment to special taxes
of Community Facilities District No. 2019-1 (Maintenance Services) Tax Zone 29 (the "CFD No.
2019-1") of the City of San Bernardino, including conducting a public hearing pursuant to Section
53339.5 of the Government Code; and
WHEREAS, at the conclusion of said public hearing, the Mayor and City Council adopted
a Resolution No. 2024-191 calling a special election for September 4, 2024, and submitting to the
qualified electors of the territory within CFD No. 2019-1 Tax Zone 29 the question of levying
special taxes on parcels of taxable property therein for the purpose of providing certain services
which are necessary to meet increased demands placed upon the City as a result of the development
of said real property as provided in the form of special election ballot; and
WHEREAS, a Certificate of Election Results, attached thereto as Exhibit A, dated
September 4, 2024, executed by the City Clerk (or, in the absence of the City Clerk, the Acting
City Clerk – in either case, the “Clerk”), has been filed with this Council, certifying that a
completed ballot has been returned to the Clerk for each landowner-voter(s) eligible to cast a ballot
in said special election, with all votes cast as “Yes” votes in favor of the ballot measure, and further
certifying on said basis that the special mailed-ballot election was closed; and
WHEREAS, this Council has received, reviewed and hereby accepts the Clerk’s
Certificate of Election Results and wishes by this resolution to declare the results of the special
mailed-ballot election.
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.Ballot Measure. This Council hereby finds, determines and declares that
the ballot measure submitted to the qualified electors of the territory within CFD No. 2019-1 Tax
Zone 29 has been passed and approved by those qualified electors in accordance with Sections
53328 and 53329 of the Government Code.
SECTION 3.Annexation. This Council hereby finds, determines and declares that
pursuant to Section 53339.8 of the Government Code, the Mayor and City Council is authorized
to determine amendment of special taxes within the territory of CFD No. 2019-1 Tax Zone 29 with
full legal effect, and the Mayor and City Council is also authorized, pursuant to said Section
Packet Page. 50
Resolution No. 2024-191
Resolution No. 2024-191
September 4, 2024
2 of 3
5
3
5
5
53339.8, to annually levy special taxes within the territory to pay the costs of the services to be
provided by the CFD No. 2019-1 as specified in Resolution No. 2024-152 adopted by the Mayor
and City Council on July 17, 2024. The boundaries of the territory are shown on the map entitled,
"Annexation Map No. 28 Community Facilities District No. 2019-1 (Maintenance Services)" a
copy of which was recorded, on December 8, 2022, in Book 90 of Maps of Assessment and
Community Facilities Districts at Page 86, in the office of the San Bernardino County Recorder.
SECTION 4.Notice of Special Tax Lien. Pursuant to Section 53339.8 of the Government
Code and Section 3117.5 of the Streets and Highways Code, the City Clerk shall cause to be filed
with the County Recorder of the County of San Bernardino an amendment of the notice of special
tax lien and a map of the amended boundaries of the CFD No. 2019-1 including Tax Zone 29.
SECTION 5. The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 6. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 51
Resolution No. 2024-191
Resolution No. 2024-191
September 4, 2024
3 of 3
5
3
5
5
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. 2024-191, adopted at a regular meeting held on the 4th day of September 2024 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 ____________
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 52
EXHIBIT A
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
TAX ZONE 29
CERTIFICATE OF ELECTION RESULTS
I, the undersigned, being the City Clerk or the Acting City Clerk, as the case may
be, hereby certify:
In connection with the special mailed-ballot election called by the City Council (the
“City Council”) of the City of San Bernardino (the “City”) on this same date in the proceedings of
the City Council for the annexation of territory to the above-entitled community facilities district, I
personally received (a) a signed and dated waiver and consent form and (b) a signed, dated and
marked election ballot(s) on behalf of the owner(s) listed below, the entity named as the sole
landowner of the land within the boundary of the above-entitled community facilities district in the
Certificate Regarding Registered Voters and Landowners, dated July 22, 2024, and on file in the
office of the City Clerk of the City in connection with the City Council actions on that date. Copies
of the completed waiver and consent form and the completed ballot received by me and on file in
my office are attached hereto.
Following such receipt, I have personally, and in the presence of all persons
present, reviewed the ballot to confirm that it is properly marked and signed, and I hereby certify
the result of that count to be that the ballot was cast in favor of the measure.
Based upon the foregoing, all votes that were cast having been cast “Yes”, in favor
of the ballot measure, the measure has therefore passed.
Landowner
Qualified
Landowner Votes Votes Cast YES NO
Verdemont Ranch 20, LLC 25 25
I declare under penalty of perjury under the laws of the State of California that the
foregoing is true and correct and that this declaration is executed on ____________, 2024.
Genoveva Rocha, CMC
City Clerk
City of San Bernardino
By:
(Attach completed copies of Waiver/Consent and Ballot)
Packet Page. 53
Ordinance No. MC-1642
1
5
3
5
7
ORDINANCE NO. MC-1642
AN ORDINANCE OF THE MAYOR AND CITY COUNCIL
OF THE CITY OF SAN BERNARDINO, CALIFORNIA,
AMENDING ORDINANCE NO. MC-1522 AND LEVYING
SPECIAL TAXES TO BE COLLECTED DURING FISCAL
YEAR 2024-2025 TO PAY THE ANNUAL COSTS OF THE
MAINTENANCE AND SERVICING OF LANDSCAPING,
LIGHTING, WATER QUALITY IMPROVEMENTS,
GRAFFITI, STREETS, STREET SWEEPING, PARKS AND
TRAIL MAINTENANCE, A RESERVE FUND FOR
CAPITAL REPLACEMENT, AND ADMINISTRATIVE
EXPENSES WITH RESPECT TO CITY OF SAN
BERNARDINO COMMUNITY FACILITIES DISTRICT NO.
2019-1 (MAINTENANCE SERVICES)
WHEREAS, the Mayor and City Council (the "City Council") of the City of San
Bernardino (the "City") has heretofore adopted Resolution No. 2019-81, stating that a community
facilities district to be known as "City of San Bernardino Community Facilities District No. 2019-1
(Maintenance Services), County of San Bernardino, State of California" (the "Community
Facilities District"), is proposed to be established under the provisions of Chapter 2,5
(commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the California Government
Code, commonly known as the "Mello-Roos Community Facilities Act of 1982" (the "Act"), and
fixing the time and place for a public hearing on the formation of the Community Facilities District;
and
WHEREAS, notice was published and mailed to the owners of the property in the
Community Facilities District as required by law relative to the intention of the City Council to
establish the Community Facilities District and the levy of the special taxes therein to provide
certain services, and of the time and place of said public hearing; and
WHEREAS, on September 4, 2024, at the time and place specified in said published and
mailed notice, the City Council opened and held a public hearing as required by law relative to the
formation of the Community Facilities District, the levy of the special taxes therein and the
provision of services by the Community Facilities District; and
WHEREAS, at the public hearing all persons desiring to be heard on all matters pertaining
to the formation of the Community Facilities District, the levy of the special taxes and the provision
of services therein were heard, and a full and fair hearing was held; and
WHEREAS, subsequent to said hearing, the City Council adopted resolutions entitled
"Resolution of the City Council of the City of San Bernardino Establishing Calling An Election
for the Purpose of Submitting the Question of the Levy of the Proposed Special Tax to the
Qualified Electors of the Proposed Community Facilities District; Authorizing the Levy of Special
Taxes; and Establishing the Appropriations Limit for the Proposed Community Facilities District"
(the "Resolution of Formation") which resolution established the Community Facilities District,
authorized the levy of a special tax within the District, and called an election within the District on
Packet Page. 54
Ordinance No. MC-1642
2
5
3
5
7
the proposition of levying a special tax, and establishing an appropriations limit within the District;
and
WHEREAS, an election was held within the Community Facilities District in which the
sole eligible landowner elector approved said propositions by more than the two-thirds vote
required by the Act.
THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO DO
ORDAIN AS FOLLOWS:
SECTION 1.Findings. It is necessary that the City Council of the City of San Bernardino
levy special taxes pursuant to Sections 53340 of the Government Code to provide and finance the
costs of certain types of services, and related costs within the Community Facilities District,
including (i) the maintenance and servicing of landscaping, lighting, water quality improvements,
graffiti, streets, street sweeping, and park maintenance, (ii) a reserve fund for capital replacement,
and (iii) administrative expenses, all as more completely described in Exhibit "A" to Resolution
No. 2019-81, attached hereto and by this reference made a part hereof.
SECTION 2.Levy of Special Taxes. Special taxes shall be and are hereby levied for the
Fiscal Year 2024-2025, and each Fiscal Year thereafter, on all parcels of real property within the
District which are subject to taxation, which are identified in Exhibit "B" attached hereto. Pursuant
to said Section 53340, such special taxes shall be collected in the same manner as ordinary ad
valorem property taxes are collected and shall be subject to the same penalties and the same
procedure, sale, and Lien priority in case of delinquency as is provided for ad valorem taxes.
SECTION 3.Transmittal to County. The City Clerk shall immediately following
adoption of this ordinance transmit a copy hereof to the Board of Supervisors and the County
Auditor of the County of San Bernardino together with a request that the special taxes as levied
hereby be collected on the tax bills for the parcels identified in Exhibit "B" hereto, along with the
ordinary ad valorem property taxes to be levied on and collected from the owners of said parcels.
SECTION 4.Authorization to Publish Ordinance. City Clerk of the City of San
Bernardino shall certify to the adoption of this Ordinance and cause publication to occur in a
newspaper of general circulation and published and circulated in the City in a manner permitted
under section 36933 of the Government Code of the State of California.
SECTION 5.Effective Date. This ordinance shall become effective thirty (30) days after
its adoption.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this ____ day of _______, 2024.
Helen Tran, Mayor
City of San Bernardino
Packet Page. 55
Ordinance No. MC-1642
3
5
3
5
7
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 56
Ordinance No. MC-1642
4
5
3
5
7
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Ordinance No. MC-1642, introduced by the City Council of the City of San Bernardino, California,
at a regular meeting held the 4th day of September, 2024. Ordinance No. MC1642 was approved,
passed and adopted at a regular meeting held the ____ day of ______, 2024 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 _____, 2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 57
EXHIBIT A
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but
is not limited to the repair, removal or replacement of all or part of any of the water quality improvements,
fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other
pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and
cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water
quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of
intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
Packet Page. 58
EXHIBIT B
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
SPECIAL TAX FISCAL YEAR 2024-25
(Effective as of September 18, 2024)
ASSESSOR'S PARCEL NUMBERS
Annexation Owner Assessor's Parcel Numbers
Original Formation Cauffman Family Trust 4/20/98
0142-811-01 thru -13 and
0142-811-14
Cauffman Family Trust 5/4/11 0142-041-52
1 17329, LLC 0261-031-10, -13, 0261-771-01
thru -29 and 0348-111-52
2 GWS #4 Development, LLC 0141-431-24
3 Devore Storage Facility, LLC 0266-041-39
4 TH Rancho Palma, LLC
0261-761-01 thru -65 and
0261-762-01 thru -72
5 Strata Palma, LLC 0261-182-41
6 San Bernardino Medical Center, LLC 0147-114-20 and -21
7 ICO Fund VI, LLC
0281-441-01 thru -56 and
0281-442-01 thru -55
8 TR 2600 Cajon Industrial LLC 0148-122-04
9 Central Commerce Center, LLC 0280-151-29
10 Lankershim Industrial, LP 1192-311-01
11 Prologis, LP
0137-011-01, -31, 0137-051-27,
0137-052-46, 0274-011-11, -12, -
34, -35, -42, -43
12 Dreamland Real Estate Holdings 0281-061-35
13 Magic Laundry Services, Inc. 0141-282-05 and -06
14 Ahmad Family Trust 0136-191-21
15 Gateway SB, LLC 0134-054-33, -40, -44
16 RCH-CWI Belmont, LP 0261-712-01 thru -16
17 George A. Pearson 0142-212-18
18 RGC Family Trust 0142-325-04
19 170 East 40th Street, LLC 0154-242-22 and -23
20 108 Highland, LP 0150-221-78
21 SBABP IV, LLC 0136-371-36, -37, -40, -43
22 1300 E Highland Ave LLC 0150-471-04, -05, -06, -07, -08
23 Vone SB, LLC 0272-161-17 and -18
24 PI Properties, LLC 0143-191-59
25
Pacific West Company, Chenmei
Cheng, Ann C. Lau, and Hanhsing Li 0285-211-05, -21, -22, -23, -25
Packet Page. 59
Annexation Owner Assessor's Parcel Numbers
26 To Be Determined
27 SB Drake Central Avenue, LLC 0280-032-07 thru -11, -13, -14, -
15, -37 and -38
28 Verdemont Ranch 20, LLC 0348-111-51
29 CIVF VI – CA1W01, LLC 0280-051-11, -12, -15
30 California Cajun Properties LLC 0261-182-43
31 Elliott Precision Clock Co. 0142-211-29
32 S.B. Universal Self Storage LLC 0266-021-17, -18, -27, -32, -33,
-34, -38, -39, -40, -41
33 GWS #7 Development LLC 0280-171-13, -14, -15, -16, -18,
-19 and 0280-191-05 thru -10
34 MLG SB Land, LLC &
Grandfather’s Land Holdings, LLC 0280-091-27
35 SimonCRE JC Saguaro III, LLC 0285-742-18
36 DP Industrial Parkway LLC 0266-041-22 and 0266-041-40
Packet Page. 60
Packet Page. 61
Packet Page. 62
Packet Page. 63
Packet Page. 64
Packet Page. 65
Public Hearing:
CFD No. 2019-1, Tax Zone 29 Amendment: TR
17329 (Verdemont Ranch 20, LLC)
Presented By: Spicer Consulting Group
Packet Page. 66
Public Hearing on CFD 2019-1 Tax Zone 29 Amendment
Recommended Action:
1. City Council initiate amendment of special tax rates to City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) tax zone 29 ("CFD No. 2019-1" or "CFD") by taking the following actions:
a. Hold public hearing,
b. Adopt a Resolution calling the election,
c. Hold a special landowner election and canvass the election,
d. Adopt a Resolution declaring results of special landowner election;
and
2. Upon approval of the preceding resolutions, Introduce, read by title only, and waive further reading of Ordinance No. MC-____ amending Ordinance No MC-1522 and levying and apportioning the special tax in CFD No. 2019-1 (as it now exists and will exist in the future); and
3. Schedule the adoption of the Amended Ordinance for September 18, 2024.
Packet Page. 67
Public Hearing on CFD 2019-1 Tax Zone 29 Amendment
Discussion:
•The Property Owner, Verdemont Ranch 20, LLC, has requested the City assist them in amending the special taxes within CFD No. 2019-1 Tax Zone 29 to cover the additional costs associated with including additional slopes and open space with the maintenance of Public Improvements.
•The proposed project will include 20 detached single-family lots. The development was fully approved on September 22, 2020.
•The area proposed within Annexation No. 28 includes one (1) parcel, APN 0348-111-51.
•On July 17, 2024, the City Council adopted Resolution No. 2024-152, a Resolution of Intention to amend the special tax rates of CFD No. 2019-1 Tax Zone 29 and hold a Public Hearing on September 4, 2024. The property owner consented to waiving certain time restriction and conduct the election the same night. The proposed maximum annual tax of $954 per unit for Special Tax A will be included in CFD No. 2019-1 as Tax Zone 29.
•The maximum annual tax is proposed to escalate each year at the greater of Consumer Price Index (CPI) or 2%.
Packet Page. 68
Public Hearing on CFD 2019-1 Tax Zone 29 Amendment
Discussion (Cont.):
•The services, which may be funded with proceeds of the special tax
include but are not limited to:
•All costs attributable to Maintenance of median landscaping and other public
improvements installed within the public rights-of-way
•Public lighting including streetlights and traffic signals,
•Maintenance of streets, including pavement management, and street sweeping,
•Maintenance and operation of water quality improvements including storm
drainage and flood protection facilities
•In addition to the costs of the forgoing services, proceeds of the special tax may
be expended to pay administrative expenses and for the collection of reserve
funds.
Packet Page. 69
Project Location
•The property is located at the intersection of Ohio Street and N Little League Drive
•Ward: Fifth Ward
Packet Page. 70
Public Hearing on CFD 2019-1 Tax Zone 29 Amendment
Fiscal Impact:
•It is anticipated that at build-out the total Special Tax A
revenues to pay for maintenance costs will be approximately
$19,064. All costs associated with the annexation are borne by
the Developer. There is no fiscal impact to the City’s General
Fund.
Packet Page. 71
Questions?
Packet Page. 72
MAGNOLIA AVEGARFIELD STMEYERSR
D
OHIO
AVE
CYPRESS AVEBELMONT AVE LITTLE LEAGUE DROHIO
ST
^_KENDALLDR
PALM AVEBELMONT AVE
OHIO AVE
WALNUT AVECAMBRIDGE AVEMEYERS RD
CAJO
N BLVD
£¤66
§¨¦15
§¨¦215
·|}þ138
·|}þ18
CFD NO. 2019-1 (MAINTENANCE SERVICES)ANNEXATION NO. 28
PROJECT MAP
Packet Page. 73
This space for filing stamp only
OR #:
O R A N G E C O U N T Y R E P O R T E R
SINCE 1921 ~
600 W. Santa Ana Blvd., Suite 205, Santa Ana, California 92701-4542
Telephone (714) 543-2027 / Fax (714) 542-6841
PROOF OF PUBLICATION
2015.5 C.C.P.)
State of Calif ornia )
County of Orange ) ss
Notice Type:
Ad Description:
I am a citizen of the United States and a resident of the State of California; I am
over the age of eighteen years, and not a party to or interested in the above
entitled matter. I am the principal clerk of the printer and publisher of the
ORANGE COUNTY REPORTER, a newspaper published in the English
language in the City of Santa Ana, and adjudged a newspaper of general
circulation as defined by the laws of the State of California by the Superior
Court of the County of Orange, State of California, under date of June 2, 1922,
Case No. 13,421. That the notice, of which the annexed is a printed copy, has
been published in each regular and entire issue of said newspaper and not in
any supplement thereof on the following dates, to-wit:
Executed on: 10/10/2004
At Riverside, California
I certify (or declare) under penalty of perjury that the foregoing is true and
correct.
Signature
SAN BERNARDINO COUNTY SUN
473 E CARNEGIE DR #200, SAN BERNARDINO, CA 92408
909) 889-9666 (909) 884-2536
SB 3841573
Nessa Morales
CITY OF SAN BERNARDINO/CITY CLERK - LEAD
290 NORTH D ST.
SAN BERNARDINO, CA - 92401
HRG - NOTICE OF HEARING
Notice of PH Annex 28
I am a citizen of the United States and a resident of the State of California; I am
over the age of eighteen years, and not a party to or interested in the above
entitled matter. I am the principal clerk of the printer and publisher of the SAN
BERNARDINO COUNTY SUN, a newspaper published in the English language
in the city of SAN BERNARDINO, county of SAN BERNARDINO, and adjudged
a newspaper of general circulation as defined by the laws of the State of
California by the Superior Court of the County of SAN BERNARDINO, State of
California, under date 06/27/1952, Case No. 73081. That the notice, of which
the annexed is a printed copy, has been published in each regular and entire
issue of said newspaper and not in any supplement thereof on the following
dates, to-wit:
08/19/2024
08/19/2024
SAN BERNARDINO
A000006846666!
Email
NOTI CE OF PUB LIC HEARI NG
ON INTENTION TO AM END
SPECIAL TAX WITHIN
COMMUNITY FA CILITIES
DISTRI CT 2019-1
MAINTENANCE SERVICES)
TAX ZONE 29
NOTICE IS HEREB Y GIVENthat
the City Council of the City of San
Bernardino on July 17,2024 adopted
its Resolution No.2024-152,in which
it declared its intention to amend
special tax rates to existing
Community Facilities District No.
2019-1 (Maintenance Services)Tax
Zone 29 (the "CFD No.2019-1"),and
to levy an amended special tax to
pay for certain maintenance
services,all pursuant to the
provisions of the Mello-Roos
Community Facilities Act of 1982,
Chapter 2.5,Part 1,Division 2,Title
5 of the California Government
Code.The resolution describes the
territory to be annexed and
describes the rate and method of
apportionment of the proposed
special tax.No change in the tax
levied in the existing CFD No.2019-1
is proposed.
NOTICE IS HEREB Y FURTHER
GIVEN that the City Council has
fixed 4:00 p.m.,or as soon thereafter
as practicable,Wednesday,
September 4,2024 at the Bing Wong
Auditorium of the Norman F.
Feldheym Public Library at 555 W.
6th Street,San Bernardino,
California,as the time and place
when and where the City Council will
conduct a public hearing relative to
the proposed amendment of special
tax rates to CFD No.2019-1 Tax Zone
29.At the hearing,the testimony of
all interest persons for or against the
amendment of the special taxes will
be heard.If and to the extent
participation in the September 4,
2024 meeting must occur by
teleconference,videoconference,or
other electronic means authorized
by the Ralph M.Brown Act or an
Executive Order of the Governor of
California,the means and methods
for participating the meeting shall
be posted on the Agenda for said
meeting,which shall be posted at
least 72 hours prior to the meeting on
the City of San Bernardino
www.sbcity.org),and outside of the
Bing Wong Auditorium of the
Norman F.Feldheym Public
Library at 555 W.6th Street,San
Bernardino,California,92410.A
copy of the Agenda will be made
available upon request to the San
Bernardino City Clerk's office at 909-
384-5002.
DATED:____________,2024
PUB:_______________,2024
Packet Page. 74
City Clerk of the City of San
Bernardino
8/19/24
SBS-3841573#
Packet Page. 75
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager;
Kenneth Chapa, Director of Economic Development
Department:Economic Development
Subject:Irrevocable Agreement to Annex No. 2024-379 (Ward 6)
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California adopt
Resolution No. 2024-193 of the Mayor and City Council of the City of San Bernardino,
California, approving the application to the Local Agency Formation Commission to
provide City sewer services to a property located at 2210 Ogden Street, San
Bernardino, California, within the unincorporated County of San Bernardino territory of
Muscoy; and authorizing the City Manager to execute an Irrevocable Agreement to
Annex.
Executive Summary
In November 2022, the San Bernardino Water Department received a request for
sewer service from the owners of a parcel located at 2210 Ogden Street (APN: 0267-
091-17) for a connection to the sewer collection system. The property owner is
abandoning the existing septic tank and is desirous of a connection to the sewer
collection. The Water Department has determined that there is an available 18-inch
vitrified clay pipe sanitary sewer main within Duffy Street, fronting the subject parcel
and the department can serve this parcel.
Background
In November 2022, the San Bernardino Water Department received a request for
sewer service from the owners of a parcel located at 2210 Ogden Street (APN: 0267-
091-17) for a connection to the sewer collection system. The property owner is
abandoning the existing septic tank and is desirous of a connection to the sewer
collection.
In 1994, the California Government Code Section was amended by the addition of
Section 56133, which requires the Local Agency Formation Commission (LAFCO) to
Packet Page. 76
approve the provision of new City services outside its corporate boundaries. The
annexation of single parcels is not desirable since it creates uneven boundaries and
creates confusion regarding the delivery of other City services. The unincorporated
area of San Bernardino County, otherwise known as Muscoy, is contiguous to City
boundaries; however, annexation of this individual property would result in other
islands.
In September of 1997 the City of San Bernardino adopted Resolution No. 97-275, a
policy relative to the providing of sewer services outside of City boundaries. The policy
includes a payment of $1,300 for the initial sewer connection application processing
fee. Additionally, the petitioner will pay all LAFCO related fees directly to LAFCO and
the normal sewer capacity and connection fees to the Water Department for processing
the Irrevocable Annexation Agreement.
The policy also requires the land use to be consistent with the City's General Plan and
the property owner to execute an "Irrevocable Agreement to Annex" in the event that
this property is included in an annexation proceeding sometime in the future.
Discussion
The Water Department has indicated that there is adequate capacity at the wastewater
treatment plant to serve this property and the Water Department has indicated that the
existing residential use is consistent with the City's General Plan. The Water
Department has determined that there is an available 18-inch vitrified clay pipe sanitary
sewer main within Duffy Street, fronting the subject parcel and the department can
serve this parcel.
LAFCO requires the Agency providing the service to complete the application. The
Resolution will allow the city to submit an application to LAFCO if approved by the
Mayor and City Council. The Irrevocable Agreement to Annex will be executed
between the City and the applicant.
2021-2025 Strategic Targets and Goals
The Irrevocable Agreement to Annex is consistent with Key Target No. 4b: Update the
General Plan and Development Code as it ensures this property meets General Plan
use and will be included in a future City annexation of this unincorporated area.
Fiscal Impact
There is no fiscal impact associated with this action. The $1,300 sewer connection
application processing fee has been paid by the applicant. The applicant will also pay
the corresponding sewer capacity and connection fees to the Water Department, and
other LAFCO application fees.
Conclusion
It is recommended that the Mayor and City Council of San Bernardino, California adopt
Resolution No. 2024-193 of the Mayor and City Council of the City of San Bernardino,
California, approving the application to the Local Agency Formation Commission to
Packet Page. 77
provide City sewer services to a property located at 2210 Ogden Street, San
Bernardino, California, within the unincorporated County of San Bernardino territory of
Muscoy; and authorizing the City Manager to execute an Irrevocable Agreement to
Annex.
Attachments
Attachment 1 - Resolution No. 2024 -193
Attachment 2 - Exhibit A - Irrevocable Agreement to Annex
Attachment 3 - Exhibit B - Vicinity Map
Attachment 4 – Exhibit C - Application
Ward:
Sixth Ward
Synopsis of Previous Council Actions:
September 2, 1997 The City of San Bernardino adopted Resolution No. 97-275
relative to the providing of sewer services outside of City
boundaries.
Packet Page. 78
Resolution No. 2024-193
Resolution No. 2024-193
September 4, 2024
Page 1 of 3
5
2
3
2
RESOLUTION NO. 2024-193
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVING THE APPLICATION TO THE LOCAL
AGENCY FORMATION COMMISSION TO PROVIDE CITY
SEWER SERVICES TO A PROPERTY LOCATED AT 2210
OGDEN STREET, SAN BERNARDINO, CALIFORINA,
WITHIN THE UNICORPORATED COUNTY OF SAN
BERNARDINO TERRITORY OF MUSCOY; AND
AUTHORIZING THE CITY MANAGER TO EXECUTE AN
IRREVOCABLE AGREEMENT TO ANNEX
WHEREAS, Cobra 28 No. 5, a California Limited Partnership, the owner of the property
located at 2210 Ogden Street, San Bernardino, California, in the unincorporated area known as
Muscoy, also known as Assessor’s Parcel Number 0267-091-17, has requested connection to the
City of San Bernardino’s sewage system; and
WHEREAS, said Property is located within the City’s Sphere of Influences; and
WHEREAS, pursuant to Section 2.28.030 (Service outside City Limits) of the San
Bernardino Municipal Code, the Mayor and City Council must approve any water and sewer
service outside the corporate limits of the City of San Bernardino; and
WHEREAS, pursuant to California Government Code Section 56133, a city or district
may provide new or extended services by contract or agreement outside its jurisdictional
boundaries subject to approval from the Local Agency Formation Commission (LAFCO); and
WHEREAS, pursuant to Resolution No. 97-275 the property owner is requesting
connection to the City’s sewage system must pay all applicable fees required by the City, San
Bernardino Municipal Water District, and LAFCO.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The Mayor and City Council of the City of San Bernardino hereby authorize
an application to the LAFCO for the connection to the City’s sewage system for property located
at 2210 Ogden Street, Assessor’s Parcel Number 0267-091-17, more fully described as follows:
The East ½ of Lot 469 of Tract No. 2324, County
of San Bernardino, State of California, as per Map
recorded in Book 33, Page 63-65 of Maps, in the
Packet Page. 79
Resolution No. 2024-193
Resolution No. 2024-193
September 4, 2024
Page 2 of 3
5
2
3
2
Office of the County Recorder of said County.
Excepting therefrom the North 210 feet
APN: 0267-091-17-0000
SECTION 3. The City Manager is hereby authorized to execute an Irrevocable Agreement
to Annex No. 2024-379, a copy of which is attached as Exhibit “A”.
SECTION 4. The City Clerk of said City is hereby authorized and directed to file, or cause
to be filed, a certified copy of this resolution with the Executive Officer of the LAFCO.
SECTION 5.The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 6.Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 80
Resolution No. 2024-193
Resolution No. 2024-193
September 4, 2024
Page 3 of 3
5
2
3
2
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. 2024-193, adopted at a regular meeting held on the 4th day of Septmber 2024 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 ____________
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 81
5
2
3
3
RECORDING REQUESTED BY
AND WHEN RECORDED RETURN TO:
City of San Bernardino
290 N. D Street
San Bernardino, California 92401
Attn: City Manager
Exempt from Recording fee
pursuant to Gov't Code §§ 27383, 6103
(Space above for Recorder’s use)
IRREVOCABLE AGREEMENT TO ANNEX
No. 2024-379
This I r r e v o c a b l e A g r e e m e n t to A n n e x (“Agreement), is entered into this 4th
day of September, 2024; by and between Cobra 28 No. 5, a California Limited Partnership,
hereinafter referred to as “OWNER,” and the CITY OF SAN BERNARDINO, a charter city and
municipal corporation, hereafter referred to as a “CITY.” OWNER and CITY may be referred to
in this Agreement individually as “Party” and collectively as “Parties”.
RECITALS:
WHEREAS, OWNER holds title to the one parcel, APN 0267-091-17-0000,
located at 2210 Ogden Street, San Bernardino, California, and parcel is further
described as follows:
The East ½ of Lot 469 of Tract No. 2324, County
of San Bernardino, State of California, as per Map
recorded in Book 33, Page 63-65 of Maps, in the
Office of the County Recorder of said County.
Excepting therefrom the North 210 feet
APN: 0267-091-17-0000
WHEREAS, the Property is within the CITY’s sphere of influence; and
WHEREAS, OWNER desires to obtain CITY’s sewage system and wastewater
treatment plant service for the Property; and
WHEREAS, CITY’s sewage system and wastewater treatment plant service could be
provided to the Property by connecting to the CITY’s sewage system; and
WHEREAS, CITY’s sewage system and wastewater treatment plant have sufficient
capacity to convey and treat the sewage generated by the Property; and
WHEREAS, the covenants and conditions set forth herein shall create an equitable
servitude upon the parcel, and shall be fully binding upon the OWNER, heirs, successors
and assigns.
Packet Page. 82
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-379 LAFCO SC # _____
5
2
3
3
NOW, THEREFORE, the Parties hereto agree as follows:
Packet Page. 83
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-379 LAFCO SC # _____
5
2
3
3
SECTION I OWNER AGREES:
a. To consent to the annexation of the Property to the CITY. OWNER agrees to
covenant for itself, its agents, employees, contractors, heirs, successors, and
assigns (“Successors”) not in any way object to, protest, delay, frustrate or
otherwise impede any annexation proceedings concerning the annexation of the
Property to the CITY. OWNER and their Successors shall cooperate in every
reasonable way with the requests of the CITY, the San Bernardino Local Agency
Formation Commission (“LAFCO”), or any other public agency in any
proceedings to annex the Property to the CITY. The OWNER and their
Successor’s cooperation shall include, but not be limited to, the filing of all
necessary applications, petitions, plans, drawings, and any other documentation
or information required by the CITY, LAFCO, or any other public agency.
b. To pay such annexation fees and costs and other municipal charges as would
ordinarily be charged in the annexation of property to the CITY. Said fees shall
be payable when the same becomes due and payable.
c. To pay all fees and charges and make all deposits required by the CITY to
connect to and use the CITY’s sewage system and wastewater treatment plant
service system, and further agrees to be bound by all CITY ordinances, rules
and regulations respecting the sewage system.
d. To acknowledge that execution of this Agreement to annex is on behalf of all
future heirs, successors, and assigns; and that said Agreement shall be
irrevocable without written consent of CITY.
e. To comply with the San Bernardino Municipal Code, General Plan (emphasis
on the circulation plan-street section) and any rules and regulations promulgated
by the Water Board of the San Bernardino Municipal Water Department
relating to CITY’s sewage system and wastewater treatment plant service
system.
f. To make application to LAFCO and allow CITY to make application on behalf
of the OWNER and pay all application fees, for approval to connect to CITY’s
sewage system, pursuant to Section 56133 of the Government Code.
g. To execute a standard form agreement with CITY stipulating the terms and
conditions under which the connection to the CITY’s sewage system and
wastewater treatment plant service system shall be made and maintained.
h. OWNER acknowledges and agrees that if CITY determines that any attempted
annexation fails or is unreasonably delayed because the OWNER or Successors
failed to exercise good faith and best efforts to cause or assist in permitting the
annexation to occur, any connection to CITY’s sewage system and wastewater
treatment plant service system permitted or authorized by this agreement may
Packet Page. 84
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-379 LAFCO SC # _____
5
2
3
3
be disconnected at the sole option of CITY and upon reasonable notice to the
OWNER to provide for alternative service.
i. OWNER agrees to maintain the Property in good condition and in compliance
with reasonable standards. Reasonable standards are defined as the level of
maintenance service necessary to keep the appearance and operation of the
Property free from visible defects, deterioration, dirt, and debris.
j. OWNER shall indemnify, defend, and hold the CITY and its officials and staff
harmless from any and all liability, claims, costs (including reasonable
attorneys’ fees), damages, expenses and causes of action resulting from any
construction performed under or otherwise related to performance of this
Agreement.
SECTION II CITY AGREES:
a. To allow OWNER’S parcel, described hereinbefore, to connect to CITY’s
sewage system and wastewater treatment plant service system, subject to
payment of all applicable fees and permits.
SECTION III BE IT MUTUALLY AGREED, AS FOLLOWS:
a. City Clerk for CITY shall record this Agreement with the County Recorder.
b. The benefit to the subject parcel will inure to the benefit of subsequent owners,
their heirs, successors, and assigns, and the agreements, conditions, and
covenants contained herein shall be binding upon them and upon the land.
c. The approval granted to connect said parcel to CITY’s sewage system and
wastewater treatment plant service system is contingent upon OWNER
securing approval from LAFCO.
d. This Agreement may be executed in counterparts.
e. CITY and OWNER acknowledge that this Agreement is the product of mutual
arms-length negotiation and drafting. Accordingly, the rule of construction
which provides the ambiguities in a document shall be construed against the
drafter of that document shall have no application to the interpretation and
enforcement of this Agreement. In any action or proceeding to interpret or
enforce this Agreement, the finder of fact may refer to any extrinsic evidence
not in direct conflict with any specific provision of this Agreement to determine
and give effect to the intention of the parties.
f. This Agreement may only be amended by the written consent of all of the
Parties at the time of such amendment. If either Party commences an action
against the other Party arising out of or in connection with this Agreement, the
Packet Page. 85
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-379 LAFCO SC # _____
5
2
3
3
prevailing party shall be entitled to have and recover from the losing Party
reasonable attorneys’ fees and costs of suit, and, if CITY is awarded such
attorneys’ fees and costs, such award shall constitute a lien upon the Property.
g. Failure to insist on any one occasion upon strict compliance with any of the
terms, covenants or conditions hereof shall not be deemed a waiver of such
term, covenant or condition, nor shall any waiver or relinquishment of any
rights or powers hereunder at any one time or more times be deemed a waiver
or relinquishment of such other right or power at any other time or times.
h. This Agreement has been executed in and shall be governed by the laws of the
State of California. Venue shall be in the County of San Bernardino.
Packet Page. 86
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-379 LAFCO SC # _____
5
2
3
3
SIGNATURE PAGE TO IRREVOCABLE AGREEMENT TO ANNEX
IN WITNESS WHEREOF, the Parties hereto have caused this agreement to be
entered into as of the Effective Date set forth above.
CITY OF SAN BERNARDINO
Approved By:
OWNER
__________________________________ _______________________________
Rochelle Clayton Cobra 28 No. 5, LP
Acting City Manager Signature
Michael Brown _________
Name
__________________________________
City Attorney
_______________________________
Signature
Attested By:
____
Name
__________________________________
Genoveva Rocha
CMC, City Clerk
Packet Page. 87
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-379 LAFCO SC # _____
5
2
3
3
ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual
who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.
State of California
County of )
On before me,
(insert name and title of the officer)
personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same in
his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the
person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing
paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
Packet Page. 88
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-379 LAFCO SC # _____
5
2
3
3
ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual
who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.
State of California
County of )
On before me,
(insert name and title of the officer)
personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same in
his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the
person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing
paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
Packet Page. 89
EXHIBIT B
Vicinity Map
Annex 2024-379 (Ward 6)
Packet Page. 90
Packet Page. 91
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager;
Kenneth Chapa, Director of Economic Development
Department:Economic Development
Subject:Irrevocable Agreement to Annex No. 2024-380 (Ward 6)
Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California adopt
Resolution No. 2024-192 of the Mayor and City Council of the City of San Bernardino,
California, approving the application to the Local Agency Formation Commission to
provide City sewer services to a property located at 2179 Blake Street, San
Bernardino, California, within the unincorporated County of San Bernardino territory of
Muscoy; and authorizing the City Manager to execute an Irrevocable Agreement to
Annex.
Executive Summary
The recommended action will allow the property owner to initiate the process to
connect to the City of San Bernardino Water Department for sewer services. This
process also requires the property owner to execute an "Irrevocable Agreement to
Annex" in the event that this property is included in an annexation proceeding
sometime in the future.
Background
In November 2022, the San Bernardino Water Department received a request for
sewer service from the owners of a parcel located at 2179 Blake Street (APN: 0268-
031-07) for a connection to the sewer collection system. The property owner is
abandoning the existing septic tank and is desirous of a connection to the sewer
collection.
In 1994, the California Government Code Section was amended by the addition of
Section 56133, which requires the Local Agency Formation Commission (LAFCO) to
approve the provision of new City services outside its corporate boundaries. The
annexation of single parcels is not desirable since it creates uneven boundaries and
Packet Page. 92
creates confusion regarding the delivery of other City services. This unincorporated
area of San Bernardino County is contiguous to City boundaries; however, annexation
of this property alone would result in other islands.
In September of 1997 the City of San Bernardino adopted Resolution No. 97-275, a
policy relative to the providing of sewer services outside of City boundaries. The policy
includes a payment of $1,300 for the initial sewer connection application processing
fee. Additionally, the petitioner will pay all LAFCO related fees directly to LAFCO and
the normal sewer capacity and connection fees to the Water Department for processing
the Irrevocable Annexation Agreement.
The policy also requires the land use to be consistent with the City's General Plan and
the property owner to execute an "Irrevocable Agreement to Annex" in the event that
this property is included in an annexation proceeding sometime in the future.
Discussion
The Water Department has indicated that there is adequate capacity at the wastewater
treatment plant to serve this property and the Water Department has indicated that the
existing residential use is consistent with the City's General Plan. The Water
Department has determined that there is an available 21-inch vitrified clay pipe sanitary
sewer main within Blake Street, fronting the subject parcel and the department can
serve this parcel.
LAFCO requires the Agency providing the service to complete the application. The
resolution will allow the city to submit an application to LAFCO if approved by Mayor
and City Council. Upon approval by LAFCO, the Irrevocable Agreement to Annex will
be executed between the City and the applicant.
2021-2025 Strategic Targets and Goals
The Irrevocable Agreement to Annex is consistent with Key Target No. 4b: Update the
General Plan and Development Code as it ensures this property meets General Plan
use and will be included in a future City annexation of this unincorporated area.
Fiscal Impact
There is no fiscal impact associated with this action. The $1,300 sewer connection
application processing fee has been paid by the applicant. The applicant will also pay
the corresponding sewer capacity and connection fees to the Water Department, and
other LAFCO application fees.
Conclusion
It is recommended that the Mayor and City Council of San Bernardino, California adopt
Resolution No. 2024-192 of the Mayor and City Council of the City of San Bernardino,
California, approving the application to the Local Agency Formation Commission to
provide City sewer services to a property located at 2179 Blake Street, San
Bernardino, California, within the unincorporated County of San Bernardino territory of
Packet Page. 93
Muscoy; and authorizing the City Manager to execute an Irrevocable Agreement to
Annex.
Attachments
Attachment 1 - Resolution No. 2024 -192
Attachment 2 - Exhibit A - Irrevocable Agreement to Annex
Attachment 3 - Exhibit B - Vicinity Map
Attachment 4 – Exhibit C - Application
Ward:
Sixth Ward
Synopsis of Previous Council Actions:
September 2, 1997 The City of San Bernardino adopted Resolution No. 97-275
relative to the providing of sewer services outside of City
boundaries.
Packet Page. 94
Resolution No. 2024-192
Resolution No. 2024-192
September 4, 2024
Page 1 of 3
5
2
3
6
RESOLUTION NO. 2024-192
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVING THE APPLICATION TO THE LOCAL
AGENCY FORMATION COMMISSION TO PROVIDE CITY
SEWER SERVICES TO A PROPERTY LOCATED AT 2179
BLAKE STREET, SAN BERNARDINO, CALIFORINA,
WITHIN THE UNICORPORATED COUNTY OF SAN
BERNARDINO TERRITORY OF MUSCOY; AND
AUTHORIZING THE CITY MANAGER TO EXECUTE AN
IRREVOCABLE AGREEMENT TO ANNEX
WHEREAS, SPSSM INVESTMENTS-IX, LP, a California Limited Partnership, the
owner of the property located 2179 Blake Street, San Bernardino, California, in the unincorporated
area known as Muscoy, also known as Assessor’s Parcel Number 0268-031-07, has requested
connection to the City of San Bernardino’s sewage system; and
WHEREAS, said Property is located within the City’s Sphere of Influences; and
WHEREAS, pursuant to Section 2.28.030 (Service outside City Limits) of the San
Bernardino Municipal Code, the Mayor and City Council must approve any water and sewer
service outside the corporate limits of the City of San Bernardino; and
WHEREAS, pursuant to California Government Code Section 56133, a city or district
may provide new or extended services by contract or agreement outside its jurisdictional
boundaries subject to approval from the Local Agency Formation Commission (LAFCO); and
WHEREAS, pursuant to Resolution No. 97-275 the property owner is requesting
connection to the City’s sewage system must pay all applicable fees required by the City, San
Bernardino Municipal Water District, and LAFCO.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The Mayor and City Council of the City of San Bernardino hereby authorize
an application to the LAFCO for the connection to the City’s sewage system for property located
at 2179 Blake Street, Assessor’s Parcel Number 0268-031-07, more fully described as follows:
The East 50 feet of the North 143 feet of Lot 346
Packet Page. 95
Resolution No. 2024-192
Resolution No. 2024-192
September 4, 2024
Page 2 of 3
5
2
3
6
of Tract No. 2258, in the County of San
Bernardino, State of California, as per Map on file
in Book 32 Page(s) 72-77 inclusive of Maps,
Records of San Bernardino County, California
APN: 0268-031-07-0000
SECTION 3. The City Manager is hereby authorized to execute an Irrevocable Agreement
to Annex No. 2024-379, a copy of which is attached as Exhibit “A”.
SECTION 4. The City Clerk of said City is hereby authorized and directed to file, or cause
to be filed, a certified copy of this resolution with the Executive Officer of the LAFCO.
SECTION 5.The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 6.Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 96
Resolution No. 2024-192
Resolution No. 2024-192
September 4, 2024
Page 3 of 3
5
2
3
6
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. 2024-192, adopted at a regular meeting held on the 4th day of September 2024 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 ____________
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 97
5
2
3
7
RECORDING REQUESTED BY
AND WHEN RECORDED RETURN TO:
City of San Bernardino
290 N. D Street
San Bernardino, California 92401
Attn: City Manager
Exempt from Recording fee
pursuant to Gov't Code §§ 27383, 6103
(Space above for Recorder’s use)
IRREVOCABLE AGREEMENT TO ANNEX
No. 2024-380
This I r r e v o c a b l e A g r e e m e n t to A n n e x (“Agreement), is entered into this 4th
day of September, 2024; by and between SPSSM INVESTMENTS-IX, LP, a California Limited
Partnership, hereinafter referred to as “OWNER,” and the CITY OF SAN BERNARDINO, a
charter city and municipal corporation, hereafter referred to as a “CITY.” OWNER and CITY may
be referred to in this Agreement individually as “Party” and collectively as “Parties”.
RECITALS:
WHEREAS, OWNER holds title to the one parcel, APN 0268-031-07-0000,
located at 2179 Blake Street, San Bernardino, California, and parcel is further
described as follows:
The East 50 feet of the North 143 feet of Lot 346
of Tract No. 2258, in the County of San
Bernardino, State of California, as per Map on file
in Book 32 Page(s) 72-77 inclusive of Maps,
Records of San Bernardino County, California
APN: 0268-031-07-0000
WHEREAS, the Property is within the CITY’s sphere of influence; and
WHEREAS, OWNER desires to obtain CITY’s sewage system and wastewater
treatment plant service for the Property; and
WHEREAS, CITY’s sewage system and wastewater treatment plant service could be
provided to the Property by connecting to the CITY’s sewage system; and
WHEREAS, CITY’s sewage system and wastewater treatment plant have sufficient
capacity to convey and treat the sewage generated by the Property; and
WHEREAS, the covenants and conditions set forth herein shall create an equitable
servitude upon the parcel, and shall be fully binding upon the OWNER, heirs, successors
and assigns.
Packet Page. 98
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-380 LAFCO SC # _____
5
2
3
7
NOW, THEREFORE, the Parties hereto agree as follows:
Packet Page. 99
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-380 LAFCO SC # _____
5
2
3
7
SECTION I OWNER AGREES:
a. To consent to the annexation of the Property to the CITY. OWNER agrees to
covenant for itself, its agents, employees, contractors, heirs, successors, and
assigns (“Successors”) not in any way object to, protest, delay, frustrate or
otherwise impede any annexation proceedings concerning the annexation of the
Property to the CITY. OWNER and their Successors shall cooperate in every
reasonable way with the requests of the CITY, the San Bernardino Local Agency
Formation Commission (“LAFCO”), or any other public agency in any
proceedings to annex the Property to the CITY. The OWNER and their
Successor’s cooperation shall include, but not be limited to, the filing of all
necessary applications, petitions, plans, drawings, and any other documentation
or information required by the CITY, LAFCO, or any other public agency.
b. To pay such annexation fees and costs and other municipal charges as would
ordinarily be charged in the annexation of property to the CITY. Said fees shall
be payable when the same becomes due and payable.
c. To pay all fees and charges and make all deposits required by the CITY to
connect to and use the CITY’s sewage system and wastewater treatment plant
service system, and further agrees to be bound by all CITY ordinances, rules
and regulations respecting the sewage system.
d. To acknowledge that execution of this Agreement to annex is on behalf of all
future heirs, successors, and assigns; and that said Agreement shall be
irrevocable without written consent of CITY.
e. To comply with the San Bernardino Municipal Code, General Plan (emphasis
on the circulation plan-street section) and any rules and regulations promulgated
by the Water Board of the San Bernardino Municipal Water Department
relating to CITY’s sewage system and wastewater treatment plant service
system.
f. To make application to LAFCO and allow CITY to make application on behalf
of the OWNER and pay all application fees, for approval to connect to CITY’s
sewage system, pursuant to Section 56133 of the Government Code.
g. To execute a standard form agreement with CITY stipulating the terms and
conditions under which the connection to the CITY’s sewage system and
wastewater treatment plant service system shall be made and maintained.
h. OWNER acknowledges and agrees that if CITY determines that any attempted
annexation fails or is unreasonably delayed because the OWNER or Successors
failed to exercise good faith and best efforts to cause or assist in permitting the
annexation to occur, any connection to CITY’s sewage system and wastewater
treatment plant service system permitted or authorized by this agreement may
Packet Page. 100
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-380 LAFCO SC # _____
5
2
3
7
be disconnected at the sole option of CITY and upon reasonable notice to the
OWNER to provide for alternative service.
i. OWNER agrees to maintain the Property in good condition and in compliance
with reasonable standards. Reasonable standards are defined as the level of
maintenance service necessary to keep the appearance and operation of the
Property free from visible defects, deterioration, dirt, and debris.
j. OWNER shall indemnify, defend, and hold the CITY and its officials and staff
harmless from any and all liability, claims, costs (including reasonable
attorneys’ fees), damages, expenses and causes of action resulting from any
construction performed under or otherwise related to performance of this
Agreement.
SECTION II CITY AGREES:
a. To allow OWNER’S parcel, described hereinbefore, to connect to CITY’s
sewage system and wastewater treatment plant service system, subject to
payment of all applicable fees and permits.
SECTION III BE IT MUTUALLY AGREED, AS FOLLOWS:
a. City Clerk for CITY shall record this Agreement with the County Recorder.
b. The benefit to the subject parcel will inure to the benefit of subsequent owners,
their heirs, successors, and assigns, and the agreements, conditions, and
covenants contained herein shall be binding upon them and upon the land.
c. The approval granted to connect said parcel to CITY’s sewage system and
wastewater treatment plant service system is contingent upon OWNER
securing approval from LAFCO.
d. This Agreement may be executed in counterparts.
e. CITY and OWNER acknowledge that this Agreement is the product of mutual
arms-length negotiation and drafting. Accordingly, the rule of construction
which provides the ambiguities in a document shall be construed against the
drafter of that document shall have no application to the interpretation and
enforcement of this Agreement. In any action or proceeding to interpret or
enforce this Agreement, the finder of fact may refer to any extrinsic evidence
not in direct conflict with any specific provision of this Agreement to determine
and give effect to the intention of the parties.
f. This Agreement may only be amended by the written consent of all of the
Parties at the time of such amendment. If either Party commences an action
against the other Party arising out of or in connection with this Agreement, the
Packet Page. 101
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-380 LAFCO SC # _____
5
2
3
7
prevailing party shall be entitled to have and recover from the losing Party
reasonable attorneys’ fees and costs of suit, and, if CITY is awarded such
attorneys’ fees and costs, such award shall constitute a lien upon the Property.
g. Failure to insist on any one occasion upon strict compliance with any of the
terms, covenants or conditions hereof shall not be deemed a waiver of such
term, covenant or condition, nor shall any waiver or relinquishment of any
rights or powers hereunder at any one time or more times be deemed a waiver
or relinquishment of such other right or power at any other time or times.
h. This Agreement has been executed in and shall be governed by the laws of the
State of California. Venue shall be in the County of San Bernardino.
Packet Page. 102
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-380 LAFCO SC # _____
5
2
3
7
SIGNATURE PAGE TO IRREVOCABLE AGREEMENT TO ANNEX
IN WITNESS WHEREOF, the Parties hereto have caused this agreement to be
entered into as of the Effective Date set forth above.
CITY OF SAN BERNARDINO
Approved By:
OWNER
__________________________________ _______________________________
Rochelle Clayton SPSSM INVESTMENTS-IX, LP
Acting City Manager Signature
Michael Brown _ _ _________
Name
__________________________________
City Attorney
_______________________________
Signature
Attested By:
____
Name
__________________________________
Genoveva Rocha
CMC, City Clerk
Packet Page. 103
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-380 LAFCO SC # _____
5
2
3
7
ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual
who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.
State of California
County of )
On before me,
(insert name and title of the officer)
personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same in
his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the
person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing
paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
Packet Page. 104
IRREVOCABLE AGREEMENT TO ANNEX NO. 2024-380 LAFCO SC # _____
5
2
3
7
ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual
who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.
State of California
County of )
On before me,
(insert name and title of the officer)
personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same in
his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the
person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing
paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
Packet Page. 105
EXHIBIT B
Vicinity Map
Annex 2024-380 (Ward 6)
Packet Page. 106
Packet Page 108
1
9
3
5
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager;
Kenneth Chapa, Director of Economic Development
Department:Economic Development
Subject:San Bernardino Soccer Complex Lease Assignment
with World Sports Arena, LLC (Ward 2)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2024-194, authorizing the City Manager to execute
the Lease Assignment Agreement for the San Bernardino Soccer Complex, located at
2500 Pacific Street, San Bernardino, California; assigning the Lease with San
Bernardino Soccer, LLC, to World Sports Arena, LLC.
Executive Summary
The recommended action will assign the San Bernardino Soccer Complex Lease from
San Bernardino Soccer, LLC, to World Sports Arena, LLC. The Lease Agreement is
good through September 30, 2025, and carries three (3) five-year extension options.
All terms of the Lease Agreement with San Bernardino Soccer, LLC, will remain
unchanged once the Lease is assigned to World Sports Arena, LLC.
Background
On October 19, 2015, the Mayor and City Council approved the lease agreement
between the City of San Bernardino and San Bernardino Soccer, LLC with a good
through date of September 30, 2025. Shortly after the execution of the Lease, San
Bernardino Soccer, LLC, contracted Roberto Gomide to manage the day-to-day
operations which included capital upgrades, field reconstruction, maintenance,
promotion, and event hosting. Gomide and his team have established the facility as a
premier regional soccer destination, hosting some of the most prestigious youth soccer
tournaments on the West Coast.
The Lease Agreement with San Bernardino Soccer, LLC, is good through September
Packet Page. 108
1
9
3
5
30, 2025, and carries three (3) five-year extension options. The Lease Agreement
outlines the operation and maintenance requirements of the San Bernardino Soccer
Complex, which included the establishment and funding of a capital improvement
program for the long-term care of the facility.
The San Bernardino Soccer Complex is City-owned and consists of 47 acres of open
green space that includes 17 full-sized soccer fields, 4 of which are lighted for night
play. The facility is designed for soccer tournaments and practice, and is ideal for
regional, national, and international tournaments. The San Bernardino Soccer
Complex has served as the site for the USYSA Regional Championships, as well as
headquarters for State and National Cups.
Discussion
On October 23, 2023, the City received a request from San Bernardino Soccer, LLC,
to assign the Lease between the City of San Bernardino and San Bernardino Soccer,
LLC, to World Sports Arena, LLC. Pursuant to Section 25 of the Lease Agreement, the
Lease may not be assigned without the prior written consent of the City of San
Bernardino.
Roberto Gomide is the founder and CEO of World Sports Arena, LLC, and has
managed the day-to-day operations of the San Bernardino Soccer Complex since
2015. In June of 2023, David Elmore, Managing Member of San Bernardino Soccer,
LLC, passed away requiring organizational changes within San Bernardino Soccer,
LLC. San Bernardino Soccer, LLC, has requested that the Lease be appropriately
assigned to Roberto Gomide and World Sports Arena, LLC. The requested Lease
Assignment to World Sports Arena, LLC, will not modify the terms of the San
Bernardino Soccer Complex Lease Agreement.
Staff recommends that the Mayor and City Council authorize the Lease Assignment
from San Bernardino Soccer, LLC, to World Sports Arena, LLC. Roberto Gomide and
his team have transformed the San Bernardino Soccer Complex into a world class
soccer destination.
2021-2025 Strategic Targets and Goals
This request is consistent with Key Target No. 4 Economic Growth & Development.
The lease assignment aligns with the goals of the City as it assures the continuance
of soccer complex operation for public enjoyment.
Fiscal Impact
There is no fiscal impact associated with the recommended action of this item. All terms
of the original lease will remain in effect.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2024-194, authorizing the City Manager to execute
Packet Page. 109
1
9
3
5
the Lease Assignment Agreement for the San Bernardino Soccer Complex, located at
2500 Pacific Street, San Bernardino, California; assigning the Lease with San
Bernardino Soccer, LLC, to World Sports Arena, LLC.
Attachments
Attachment 1 – Resolution No. 2024-194
Attachment 2 – Exhibit A - Lease Agreement with San Bernardino Soccer,
LLC
Attachment 3 – Assignment and Consent to Assignment Agreement
Ward:
Second Ward
Synopsis of Previous Council Actions:
October 1, 2015 The Mayor and City Council adopted Resolution No. 2015-229,
approving a Lease Agreement with San Bernardino Soccer, LLC,
for the management of the San Bernardino Soccer Complex
Packet Page. 110
Resolution No. 2024-194
Resolution No. 2024-194
September 4, 2024
Page 1 of 3
RESOLUTION NO. 2024-194
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
AUTHORIZING THE CITY MANAGER TO EXECUTE THE
LEASE ASSIGNMENT AGREEMENT FOR THE SAN
BERNARDINO SOCCER COMPLEX, LOCATED AT 2500
PACIFIC STREET, SAN BERNARDINO, CALIFORINIA;
ASSIGNING THE LEASE WITH SAN BERNARDINO
SOCCER, LLC, TO WORLD SPORTS ARENA, LLC
WHEREAS, The City of San Bernardino and San Bernardino Soccer, LLC, have entered
into a Lease Agreement for the San Bernardino Soccer Complex, dated October 19, 2015 (the
“Agreement”). A copy of the Agreement is attached hereto as Exhibit “A” and is incorporated
herein by this reference; and
WHEREAS, San Bernardino Soccer, LLC, (Assignor) now desires to assign the
Agreement to World Sports Arena, LLC, (Assignee) all its rights, duties, and obligations in, to,
and under the Agreement (“Assignment”); and
WHEREAS, Pursuant to Section 25 (Assignment) of the Agreement, an assignment shall
not be permitted without the prior written consent of the City and any attempted assignment
without such consent shall be invalid and void; and
WHEREAS, the Assignor and Assignee are now requesting to obtain the City’s prior
written consent to allow the Assignment.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. Intent to Assign. The Mayor and City Council hereby consent to the Lease
Assignment Agreement regarding the San Bernardino Soccer Complex, located at 2500 Pacific
Street, San Bernardino, California, and hereby authorize the lease assignment from San Bernardino
Soccer, LLC, to World Sports Arena, LLC.
SECTION 2.Representations and Warranties. Assignor and Assignee jointly represent
and warrant to the City: That Assignee is an organization in good standing and exists under the
laws of the State of California.
SECTION 3. Assignment, Assumption, and No Release. Assignor hereby assigns all of
Assignor’s right, title and interest in and to the Agreement to Assignee. Assignee expressly
assumes, acknowledges, and agrees for the benefit of City to be bound by, and to perform and
comply with, every obligation of Assignor under the Agreement.
SECTION 4. That the Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
Packet Page. 111
Resolution No. 2024-194
Resolution No. 2024-194
September 4, 2024
Page 2 of 3
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 5. 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 6. 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 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 112
Resolution No. 2024-194
Resolution No. 2024-194
September 4, 2024
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. 2024-194, adopted at a regular meeting held on the 4th day of September 2024 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 ____________
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 113
Packet Page. 114
Packet Page. 115
Packet Page. 116
Packet Page. 117
Packet Page. 118
Packet Page. 119
Packet Page. 120
Packet Page. 121
Packet Page. 122
Packet Page. 123
Packet Page. 124
Packet Page. 125
Packet Page. 126
Packet Page. 127
Packet Page. 128
Packet Page. 129
Packet Page. 130
Packet Page. 131
Packet Page. 132
Packet Page. 133
Packet Page. 134
Packet Page. 135
Packet Page. 136
Packet Page. 137
Packet Page. 138
Packet Page. 139
Packet Page. 140
Packet Page. 141
ROBERTO J. GOMIDE
Founder and CEO of World Sports Solutions International
Founder and CEO of World Sports Solutions Intl, one of the primary Sports Contractors in
Brazil, Roberto has been working for the past 20 years on developing of the Sports industry
with focus on the Turf market as well as Professional and Amateur Soccer, Soccer Academies,
Golf Courses and Sports Fields.
Having held several executive positions in South America and in the USA, and with a strong
partnership with top European Professionals and technologies, Roberto and World Sports are
playing a significant role in many projects related to the new stadiums for the FIFA 2014 World
Cup in Brazil.
Of the 14 new stadiums being built in Brazil, 12 are for the 2014 World Cup, and 2 comply
with FIFA standards, and World Sports had participation in several of them. From initial design
to the final development of the pitch, these stadiums employ state of the art technologies,
involving such elements as turf reinforcements, cooling systems and growth light systems.
Residing in the USA since 2014, Roberto has been the driving force behind World Sports, a
company dedicated to providing top-tier sports services to the American market. Under his
leadership, World Sports has expanded its presence with branches in Nevada, California, and
Florida.
Since 2014, World Sports has successfully incorporated numerous prestigious services and
established valuable partnerships with various sports entities, including sports groups, golf
courses, professional clubs, schools, universities, sports associations, and municipalities.
Notably, World Sports has forged partnerships with prominent organizations such as the NFL,
The Elmore Group, Dallas Cowboys, and Orlando City MLS, among many others.
Roberto's commitment and vision have elevated World Sports to become a trusted name in
the sports industry, ensuring the delivery of exceptional services and opportunities to sports
enthusiasts across the United States.
Contact:
Roberto Gomide: (858) 366-2510
roberto@worldsportsusa.com
www.worldsportsusa.com / www.worldsports.com.br
Packet Page. 142
-1-
ASSIGNMENT AND CONSENT TO ASSIGNMENT AGREEMENT
FOR THE LEASE AGREEMENT FOR SAN BERNARDINO SOCCER COMPLEX
THIS ASSIGNMENT AND CONSENT TO ASSIGNMENT AGREEMENT (“Consent”) is
made as of this 4th day of September, 2024 (“Effective Date”), by and among the City of
San Bernardino, a charter city and municipal corporation (“City”), San Bernardino
Soccer, LLC, a California limited liability company, (“Assignor”), and World Sports
Arena, LLC, a California limited liability company (“Assignee”). City, Assignor and
Assignee may be individually referred to herein as a “Party,” and collectively referred to
as the “Parties.”
RECITALS
A. City and Assignor have entered into the Lease Agreement for the San
Bernardino Soccer Complex, dated October 19, 2015 (the “ Agreement”). A copy
of the Agreement is attached hereto as Exhibit “A” and incorporated herein by
this reference.
B. Assignor now desires to assign to Assignee all of its rights, duties, and
obligations in, to, and under the Agreement (“Assignment”).
C. Pursuant to Section 25 of the Agreement, an assignment shall not be operative
except upon the written consent of the City and any attempted assignment
without such consent shall be invalid and void.
D. Assignor and Assignee desire to obtain City’s consent to the Assignment and
City is willing to consent to the Assignment on the following terms and conditions.
NOW, THEREFORE, in consideration of the mutual covenants contained in this
Consent, and for valuable consideration, the receipt and sufficiency of which are
acknowledged by the Parties, the Parties agree as follows.
AGREEMENT
1.Representations and Warranties. Assignor and Assignee jointly represent and
warrant to the City:
1.1 That Assignee is an organization in good standing and validly existing
under the laws of the State of California.
1.2 That the execution, delivery and performance of the Agreement by
Assignee have been duly authorized.
2.Assignment, Assumption and No Release. Assignor hereby assigns all of
Assignor’s rights, title and interest in and to the Agreement to Assignee. Assignee
expressly assumes, acknowledges and agrees for the benefit of City to be bound by,
and to perform and comply with, every obligation of Assignor under the Agreement.
Packet Page. 143
-2-
City shall have the same rights and remedies as against the Assignee as City under the
terms and provisions of the Agreement has against Assignor with the same force and
effect as though every such duty, obligation, responsibility, right or remedy were set
forth herein in full. Assignee shall have the same rights and remedies as against the
City as Assignor under the terms and provisions of the Agreement has against City with
the same force and effect as though every such duty, obligation, responsibility, right or
remedy were set forth herein in full
3.References. All references and meaning assigned to the term “Lessee” in the
Agreement shall be understood to mean Assignee and shall include all of the
corresponding rights, obligations and benefits thereof as provided by this Consent and
the Agreement.
4.Subsequent Assignments. This Consent does not constitute a consent to any
subsequent assignment and does not relieve Assignee or any person claiming under or
through Assignee of the obligation to obtain the consent of City under Section 25 of the
Agreement to any future assignment. Notwithstanding the foregoing, City may consent
to subsequent assignments of the Agreement, or amend the Agreement without
notifying Assignee, including but not limited to any of Assignee’s guarantors, and
without obtaining their consent, and that action by Assignee will not relieve those
persons of liability.
5.Default; Breach. In the event of any default or breach of Assignee under the
Agreement, City may proceed directly against Assignee, any guarantors, or anyone else
liable under the Agreement without first exhausting City’s remedies against any other
person or entity liable under the Agreement to City.
6.Termination. Any termination rights of either Party to terminate the Agreement
shall be in accordance with the terms of the Lease.
7.Effect of Execution. Assignee’s execution of this Consent shall be deemed an
execution by Assignee of the Agreement. Upon execution of this Consent, Assignee
shall be deemed a signatory and party to the Agreement as if Assignee had directly
executed the Agreement. Assignee agrees to be firmly bound by all covenants,
obligations and conditions of the Agreement by its execution hereunder.
8.General Provisions.
8.1 Invalidity. If this Consent or the Assignment is determined by a court,
administrative agency or arbitrator to be invalid, illegal or incapable of being enforced by
any rule of law or public policy, the Agreement as originally executed shall nevertheless
be deemed to remain in full force and effect as if this Consent and the Assignment had
not been made or attempted.
8.2 Severability. If any term or other provision of this Consent is determined
by a court, administrative agency or arbitrator to be invalid, illegal or incapable of being
enforced by any rule of law or public policy, all other conditions and provisions of this
Consent shall remain in full force and effect.
Packet Page. 144
-3-
8.3 Governing Law. This Consent will be construed in accordance with and
will be governed by the laws of the State of California. Venue shall be in San
Bernardino County, California.
8.4 Notices. Notices, offers, requests or other communications required or
permitted to be given by the Parties pursuant to the terms of this Consent shall be given
in writing to the respective Parties.
8.5 Counterparts. This Consent may be executed in counterparts, each of
which shall be deemed to be an original but all of which shall constitute one and the
same agreement.
8.6 Binding Effect; Assignment. This Consent shall inure to the benefit of
and be binding upon the Parties hereto and their respective legal representatives and
successors, and nothing in this Consent, express or implied, is intended to confer upon
any other person any rights or remedies of any nature whatsoever under or by reason of
this Consent. Assignee may not assign this Consent nor any rights or obligations
hereunder, without the prior written consent of the City, and any such assignment shall
be void.
8.7 Authority. Each of the Parties hereto represents to the other Parties that
(a) it has the requisite power and authority to execute, deliver and perform this Consent;
(b) the execution, delivery and performance of this Consent by it have been duly
authorized by all necessary corporate or other actions; (c) it has duly and validly
executed and delivered this Consent; and (d) this Consent is a legal, valid and binding
obligation, enforceable against it in accordance with its terms.
8.8 Interpretation. The headings to sections contained in this Consent are
included for reference purposes only and shall not affect or modify in any way the
meaning or interpretation of this Consent.
8.9 Attorneys’ Fees. Should any of the Parties initiate any action at law or in
equity to enforce or interpret the terms of this Consent, the prevailing Party(ies) shall be
entitled to reasonable attorneys’ fees and legal costs from the non-prevailing Party(ies)
in addition to any other appropriate relief.
8.10 Waiver. Except as explicitly stated in this Consent, nothing contained in
this Consent will be deemed or construed to modify, waive, impair, or affect any of the
covenants, agreements, terms, provisions, or conditions contained in the Agreement.
8.11 Entire Agreement; Amendment. This Consent constitutes the final,
complete and exclusive statement between the Parties to this Consent pertaining to the
terms of City’s consent to the Assignment and supersedes all prior and
contemporaneous written and oral agreements. No Party has been induced to enter
into this Consent by, nor is any Party relying on, any representation or warranty outside
those expressly set forth in this Consent. Any agreement made after the date of this
Consent is ineffective to modify, waive or terminate this Consent, in whole or in part,
Packet Page. 145
-4-
unless that agreement is in writing, is signed by the City and Assignee, and specifically
states that agreement modifies this Consent.
8.12 Electronic Signatures. The Parties hereto hereby agree that electronic
signatures are acceptable and shall have the same force and effect as original wet
signatures.
[SIGNATURES ON FOLLOWING PAGE]
Packet Page. 146
-5-
SIGNATURE PAGE TO
ASSIGNMENT AND CONSENT TO ASSIGNMENT AGREEMENT
FOR
LEASE AGREEMENT FOR SAN BERNARDINO SOCCER COMPLEX
WHEREFORE, the City, Assignor and Assignee have executed this Consent as
of the Effective Date first set forth above.
FOR CITY:
APPROVED BY:
Rochelle Clayton
Acting City Manager
ATTESTED BY:
Genoveva Rocha, CMC
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
FOR ASSIGNOR:
SAN BERNARDINO SOCCER, LLC
By:
Printed Name: Jill Roberts
Its: Authorized Representative
By:
Printed Name:
Its:
FOR ASSIGNEE:
WORLD SPORTS ARENA, LLC
By:
Printed Name: Roberto Gomide
Its: Authorized Representative
Packet Page. 147
-6-
EXHIBIT “A”
LEASE AGREEMENT FOR SAN BERNARDINO SOCCER COMPLEX
[Attached Behind This Page]
Packet Page. 148
2
1
1
8
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager;
Lydie Gutfeld, Director of Parks, Recreation & Community
Services
Department:Parks & Recreation & Community Services
Subject:Approve the proposed board for the “Friends of San
Bernardino Parks, Recreation and Open Spaces
Foundation” (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution 2024-196 approving the proposed list of community
members to serve on the board of the recently approved California Non-Profit “Friends
of San Bernardino Parks, Recreation and Open Spaces Foundation.”
Executive Summary
Approval of the proposed list of community members to serve on the board of the
California Non-Profit “Friends of San Bernardino Parks, Recreation and Open Spaces
Foundation will enable the City to take a proactive and community-driven approach to
address funding gaps and enhance parks and recreational facilities.
Background
In discussions for developing increased support avenues for funding future programs,
services, and enhancement of amenities at Parks, Recreation and Open Space
locations, the Parks, Recreation and Community Services Department a Nonprofit
Public Benefit Corporation was approved for establishment. This entity will actively
raise funds for programs and services to benefit residents and visiting community to
take part in positive recreational experiences at our parks, community centers and
open space areas. Establishing the "Friends of San Bernardino Parks, Recreation
and Open Space Foundation" as a non-profit fundraising entity is a strategic move
with numerous benefits for the community.
The approval of the board members is necessary to conduct the first meeting for the
Packet Page. 149
2
1
1
8
Friends of San Bernardino Parks, Recreation and Open Spaces Foundation and
finalize its establishment.
Discussion
A Park and Facility Assessment has been completed by our Parks and Recreation
Master Plan Consultants and partners which will provide the Mayor and City Council
a detailed and prioritized list of needs for improvement. A key component of the
assessment included the identification of key community organizations and
stakeholders. The proposed list of board members are community leaders with a
history of collaboration with the City and Parks, Recreation and Community services
Department to fulfill the needs of the community and provide quality events,
programs, and services. It's crucial for local residents, community organizations, and
policymakers to work collaboratively to find sustainable solutions and ensure that
everyone has access to quality parks and recreational facilities.
The following community leaders are proposed to serve on the board of the Friends
of San Bernardino Parks, Recreation and Open Spaces Foundation:
· Alejandro Gutierrez-Chavez, Executive Director of the Arts Connection
· Christian Mariscal, Local Artist (Utility Box and multiple city-wide murals)
· Steve Filson, Director of Security and Cadet Services, Public Safety Academy
· Terry Boykins, Executive Director of Project Fighting Chance
· Robin McKinnan, Director of Knock It Off and ForGive Foundation
· Sandra Ibarra, City of San Bernardino Councilmember, Ward 2
The Friends of San Bernardino Parks, Recreation and Open Spaces Foundation, will
be a proactive and community-driven approach to address funding gaps and
enhance parks and recreational facilities. A list of areas of focus for the Friends of
San Bernardino Parks, Recreation and Open Space Foundation would be as follows:
Fundraising and Grant Writing
Community Engagement and Advocacy
Public-Private Partnerships
Programming and Events
Long-Term Planning:
Master Planning Support
Sustainable Funding Strategies
By taking a multifaceted approach that combines fundraising, community
engagement, and advocacy, a nonprofit foundation like The Friends of San
Bernardino Parks, Recreation and Open Spaces Foundation will play a vital role in
addressing funding gaps and fostering a thriving community through well-maintained
and accessible parks and recreational spaces.
2021-2025 Strategic Targets and Goals
Developing a foundation of community partners dedicated to allocating funds that
Packet Page. 150
2
1
1
8
assist with subsidizing the cost of renovations and development of parks and open
space aligns with Strategic Goal #1: Improved Operational & Financial Capacity by
establishing a nonprofit to help cover the cost of Department programs, reducing the
strain on the City’s General Fund, Strategic Goal #3: Improved Quality of Life by
enhancing our parks, community centers and open space areas for residents to
partake in physical, mental and overall healthier living practices.
Fiscal Impact
There is no General Fund impact associated with this action. Friends of San
Bernardino Parks, Recreation and Open Spaces Foundation is a distinct and
separate entity in itself with its own Tax Identification Number; therefore, the Finance
Department will create a separate fund for the non-profit, and receipts and
disbursements will be recorded in its own fund, separate from the General Fund.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution 2024-196 approving the proposed list of community
members to serve on the board of the recently approved California Non-Profit
“Friends of San Bernardino Parks, Recreation and Open Spaces Foundation.”
Attachments
Attachment 1- Resolution 2024-196; Approval of Proposed Board Members for
PROS Foundation
Ward:
All Wards
Synopsis of Previous Council Actions:
On January 17, 2024 the Mayor and City Council of the City of San Bernardino
authorized the City Manager, or designee to take the steps necessary to establish a
California Nonprofit names “Friends of San Bernardino Parks, Recreation and Open
Spaces Foundation” to support the Department of Parks, Recreation and Community
Services programs and initiatives.
Packet Page. 151
Resolution No. 2024-196
Resolution 2024-196
September 4, 2024
Page 1 of 3
4
7
9
1
RESOLUTION NO. 2024-196
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVING THE PROPOSED LIST OF COMMUNITY
MEMBERS TO SERVE ON THE BOARD OF THE
RECENTLY APPROVED CALIFORNIA NON-PROFIT
“FRIENDS OF SAN BERNARDINO PARKS, RECREATION
AND OPEN SPACES FOUNDATION”
WHEREAS, the Friends of the San Bernardino Parks, Recreation and Open Spaces
Foundation was approved for establishment to support the Parks, Recreation and Community
Services programs and initiatives; and
WHEREAS, the following community members were recommended for the board:
Alejandro Gutierrez Chavez, Christian Mariscal, Steve Filson, Terry Boykins, Malibu Robin, and
Sandra Ibarra; and
WHEREAS, The Friends of San Bernardino Parks, Recreation and Open Spaces
Foundation board will be a proactive and community-driven approach to address funding gaps and
enhance parks and recreational facilities.
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. Approve the proposed list of community members to serve on the board of
the California Nonprofit Public Benefit Corporation named “Friends of San Bernardino Parks,
Recreation, and Open Spaces Foundation” to raise funds in support of the Parks, Recreation, and
Community Services Department.
SECTION 3.The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 4.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 5. Effective Date. This Resolution shall become effective immediately.
Packet Page. 152
Resolution No. 2024-196
Resolution 2024-196
September 4, 2024
Page 2 of 3
4
7
9
1
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 153
Resolution No. 2024-196
Resolution 2024-196
September 4, 2024
Page 3 of 3
4
7
9
1
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. 2024-196, adopted at a regular meeting held on the 4th day of September 2024 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 4th day of September 2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 154
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager;
Lydie Gutfeld, Director of Parks, Recreation & Community Services
Department:Parks & Recreation & Community Services
Subject:Acceptance and Approval of Older Californians Nutrition
Program Grant Award FY 2024/25 (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California adopt Resolution No. 2024-195:
1. Authorizing the City Manager to approve a 2024/2025 Budget for year three of
a three-year Older Californians Nutrition Program grant through the Department
of Aging and Adult Services – Public Guardian (DAAS-PG); and
2. Authorizing the City Manager to accept the 2024/2025 Congregate Meal
Program Grant Budget in the amount of $392,541; and
3. Authorizing the City Manager or their designee to conduct all negotiations,
signing and submittals of necessary documents to receive grant budget awards;
4. Approving certain related purchase orders to Sysco Foods ($215,600) and
Hollandia Dairy ($24,530) and Consulting Health and Nutrition Services for
continued operation of the Older Californians Nutrition Program; and
5. Authorizing the Director of Finance and Management Services to amend the
grant funds for the period of July 1, 2024 through June 30, 2025.
Executive Summary
Grant funds for the Older Californians Nutrition Program have been awarded in the
amount of $392,541. Funds are administered by the County of San Bernardino
Department of Aging and Adult Services – Public Guardian and will enable the city to
meet the nutritional, wellness, and social needs of older adults.
Packet Page. 155
Background
The City of San Bernardino provides a senior nutrition program for seniors in the City,
60 years of age and older, providing lunch and dinner meals, Monday-Friday, year-
round.
During FY 2023/24, the Older Californian Nutrition Program served 65,399 meals for
a daily average of 266 individual clients, at six (6) nutrition sites: 5th Street Senior
Center, Perris Hill Senior Center, Hernandez Community Center, Lytle Creek
Community Center, New Hope Family Life Center, and Highland Senior Center.
These meals were served both in in-person dine-in and grab-n-go style. The food is
prepared in the main kitchen at the 5th Street Senior Center and delivered to the five
other sites in hot and cold containers.
Discussion
The Older Californian Nutrition Program (formerly the Senior Nutrition Program) is
supported by funding received from the County of San Bernardino Department of
Aging and Adult Services – Public Guardian (DAAS-PG, formerly DAAS) through
County Contract No. 22-666. On July 10, 2024, the County of San Bernardino DAAS-
PG issued an e-mail of Budget Approval (County of San Bernardino Nutrition
Services Congregate/Home Delivered Meal Program Budget, City of San Bernardino
IIIC 2024-25) to the City of San Bernardino, approving $392,541 for FY2024-25 to
provide Elderly (Older Californians) Nutrition Program Services. This is an increase
from the original first year allocation of $369,749 and within the original annual
contract agreement. This is the third (3rd) year of the three (3) year grant cycle with
Fiscal Year beginning July 1, 2022, through June 30, 2025. The Program is expected
to serve at least 52,300 total annual meals at the six nutrition sites.
At the June 15, 2022, MCC Meeting, the Mayor and City Council approved RFQ No:
F-22-53 for Food Supplies and Consumable Products for Senior Nutrition Center, and
it was determined that Sysco Foods and Hollandia Dairy, Inc. were the best bidders.
It was recommended in the execution of the three (3) year agreement to issue annual
purchase orders for the food vendors with an option of three (3) additional one (1)
year renewals and issue the annual purchase order for nutrition consulting services
(Amendment No. 2). We are recommending the City Council to approve extending
the term of the master agreement of each food vendor by one year to meet proposed
meal needs and extending the term of the master agreement of the required dietician
services an additional 5% due to rising costs. Council approvals in years one
(FY2022/2023) and two (FY2023/2024), as noted in the Synopsis of Previous Council
Actions, and two Council approvals included these three vendors.
These proposed actions will allow the Older Californian Nutrition Program to continue
to deliver without delay the proposed FY 2024/2025 nutritional services to the City’s
Packet Page. 156
senior population. FY2024/2025 is the third of the three one-year renewals. Staff
recommends approval for the issuance of purchase orders as follows. Additionally,
due to rising food costs, Staff also recommends approval of a *10% Contingency
($21,830) included for increased number of meals served and unpredictable
inflationary cost increases:
Vendor Cost Contingency Total
Sysco Food $ 196,000.00 $ 19,600.00 $ 215,600.00
Hollandia Dairy $ 22,300.00 $ 2,230.00 $ 24,530.00
Consulting Health Nutrition Services $ 18,700.00
2021-2025 Strategic Targets and Goals
This proposal aligns with Goal No. 1: Financial Stability by securing a long-term revenue
source and creating a framework for spending decisions, Goal No. 2: Focused, Aligned
Leadership and Unified Community by developing and implementing a community
engagement plan, and Goal No. 3: Improved Quality of Life by providing low-cost
nutritious meals for the senior aged population.
Fiscal Impact
The amount of grant funding currently available to the City from the County for FY
2024/25 is $ 392,541. Acceptance of the grant would entail an amendment to the FY
2024/25 adopted budget consistent with the attached City of San Bernardino Parks and
Recreation Department FY 2024/25 Program Budget Detail Sheet (Project #: 0513 Sr.
Nutrition Grant 2024-25), which includes City cash in the amount of $89,427 (covers
$1645 for education/training from Nutritionist and $150,092 for anticipated food costs
and an additional 10% contingency of $21,830 for unforeseen meal and food cost
increases less the $85,000 from adopted FY 2024/25 Adopted budget) and in-kind in
the amount of $96,042 (covers personnel costs for volunteers and utilities).
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California adopt Resolution No. 2024-195:
1. Authorizing the City Manager to approve a 2024/2025 Budget for year three of
a three-year Older Californians Nutrition Program grant through the Department
of Aging and Adult Services – Public Guardian (DAAS-PG); and
2. Authorizing the City Manager to accept the 2024/2025 Congregate Meal
Program Grant Budget in the amount of $392,541; and
3. Authorizing the City Manager or their designee to conduct all negotiations,
signing and submittals of necessary documents to receive grant budget awards;
4. Approving certain related purchase orders to Sysco Foods ($215,600) and
Packet Page. 157
Hollandia Dairy ($24,530) and Consulting Health and Nutrition Services for
continued operation of the Older Californians Nutrition Program; and
5. Authorizing the Director of Finance and Management Services to amend the
grant funds for the period of July 1, 2024 through June 30, 2025.
Attachments
Attachment 1 Resolution No. 2024-195
Attachment 2 2022-25 OCNP Grant, Exhibit A – County Contract No. 22-666
Attachment 3 2022-25 OCNP FY2025 Orig Budget Approved 7-10-24
Attachment 4 2024-25 OCNP Grant Program Budget Detail Sheet
Attachment 5 2024-25 OCNP Amendment No. 2_Consulting Health & Nutrition
Services Inc
Attachment 6 Goods Agreement_Sysco_2024-2025
Attachment 7 Goods Agreement_Hollandia Dairy_2024-2025
Attachment 8 Sysco Price Form Exhibit A and C
Attachment 9 Hollandia Dairy Price Form Exhibit A and C
Attachment 10 2022-25 SNP Grant, Food&Consumables Bid Responses-RFQ 22-
53
Ward:
All Wards
Synopsis of Previous Council Actions:
On October 4, 2023, the Mayor and City Council adopted Resolution No. 2023-150,
accepted the Department of Aging and Adult Services – Public Guardian (DAAS-PG)
grant award in the amount of $376,667, appropriated the grant funds, and approved
certain related purchase orders for continued operation of the Older Californians
Nutrition Program for the period of July 1, 2023 through June 30, 2024.
On June 15, 2022, the Mayor and City Council adopted Resolution No. 2022-126,
approving San Bernardino County Department of Aging and Adult Services (DAAS)
Contract No. 22-666 for Elderly Nutrition Program Services in the amount of
$1,220,000 for the contract period of July 1, 2022 through June 30, 2025; ratifying
the Grant Budget submittal and accepting the Grant Award of $348,749; authorizing
the Director of Finance or designee to amend the FY 2022/23 and FY2023/24
adopted budgets to reflect grant revenue and expenditures accordingly; and
approved certain related purchase orders for continued operation of the Senior
Nutrition Program for the period of July 1, 2022 through June 30, 2023.
Packet Page. 158
Resolution No. 2024-195
Resolution 2024-195
September 4, 2024
Page 1 of 4
5
2
4
2
RESOLUTION NO. 2024-195
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE
CITY OF SAN BERNARDINO, CALIFORNIA, AUTHORIZING
THE CITY MANAGER OR THEIR DESIGNEE TO APPROVE A
2024/2025 BUDGET FOR YEAR THREE OF A THREE-YEAR
OLDER CALIFORNIANS NUTRITION PROGRAM GRANT
THROUGH THE DEPARTMENT OF AGING AND ADULT
SERVICES – PUBLIC GUARDIAN (DAAS-PG); ACCEPT THE
2024/2025 CONGREGATE MEAL PROGRAM GRANT
BUDGET IN THE AMOUNT OF $392,541; CONDUCT ALL
NEGOTIATIONS, SIGNING AND SUBMITTALS OF
NECESSARY DOCUMENTS TO RECEIVE GRANT BUDGET
AWARDS; AND APPROVE CERTAIN RELATED PURCHASE
ORDERS FOR CONTINUED OPERATION OF THE OLDER
CALIFORNIANS NUTRITION PROGRAM; AND
AUTHORIZING THE DIRECTOR OF FINANCE AND
MANAGEMENT SERVICES TO AMEND THE GRANT FUNDS
FOR THE PERIOD OF JULY 1, 2024 THROUGH JUNE 30, 2025.
WHEREAS, on May 23, 2022, the County of San Bernardino Department of Aging and
Adult Services (DAAS) issued a contract for approval by the City of San Bernardino to provide
Elderly (Older Californians) Nutrition Program Services for the three (3) year grant cycle in the
amount of $1,220,000 for the contract term of July 1, 2022 through June 30, 2025; and,
WHEREAS, the City of San Bernardino submitted a request for approval of a proposed
FY 2025 Older Californians Nutrition Program Grant Budget to the County of San Bernardino
Department of Aging and Adult Services – Public Guardian (DAAS-PG) for the third year of a
three (3) year grant cycle to provide an Older Californians Nutrition Meal Program; and
WHEREAS, on July 10, 2024, the County of San Bernardino Department of Aging and
Adult Services – Public Guardian (DAAS-PG) issued an e-mail of Budget Approval (City of San
Bernardino IIIC 2025 Orig. Budget Completed 7-9-24) to the City of San Bernardino, approving
a County of San Bernardino Nutrition Services Congregate/Home Delivered Meal Program Budget
for FY2024-25 to provide Elderly (Older Californians) Nutrition Program Services; and,
WHEREAS, on April 6, 2022, the Purchasing Division of the Finance Department issued
RFQ No. F-19-47 for Food Supplies and Consumable Products for Senior Nutrition Center, and it
was determined that Sysco Foods and Hollandia Dairy, Inc. were the best bidders, with a multi-
year purchase authorization.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
Packet Page. 159
Resolution No. 2024-195
Resolution 2024-195
September 4, 2024
Page 2 of 4
5
2
4
2
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The Mayor and City Council of the City of San Bernardino hereby authorize
the City Manager or his Designee to accept the Department of Aging and Adult Services – Public
Guardian (DAAS-PG) Grant Award Budget in the amount of $392,541; and
SECTION 3. The Mayor and City Council of the City of San Bernardino hereby authorize
the Director of Finance & Management Services, or designee, to amend the existing budget
appropriations amongst the Parks, Recreation and Community Services accounts to accurately
reflect the grant budget and grant match budget consistent with the adopted staff report; and
SECTION 4. The Mayor and City Council hereby authorize the Director of Finance and
Management Services, or designee, to approve certain related purchase orders for continued
operation of the Older Californians Nutrition Program for the Period of July 1, 2024, through June
30, 2025; Sysco Foods ($215,600), Hollandia Dairy ($24,500), and Consulting Health Nutrition
Services ($18,700), and include an additional 5% ($1,700) for the required dietician services and
include an additional 10% Contingency ($21,827) in food and consumables to ensure the needs of
the program are met for FY 24/25.
SECTION 5.The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 6.Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Packet Page. 160
Resolution No. 2024-195
Resolution 2024-195
September 4, 2024
Page 3 of 4
5
2
4
2
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 161
Resolution No. 2024-195
Resolution 2024-195
September 4, 2024
Page 4 of 4
5
2
4
2
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. 2024-195, adopted at a regular meeting held on the 4th day of September 2024 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 ____________
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 162
Packet Page. 163
Packet Page. 164
Packet Page. 165
Packet Page. 166
Packet Page. 167
Packet Page. 168
Packet Page. 169
Packet Page. 170
Packet Page. 171
Packet Page. 172
Packet Page. 173
Packet Page. 174
Packet Page. 175
Packet Page. 176
Packet Page. 177
Packet Page. 178
Packet Page. 179
Packet Page. 180
Packet Page. 181
Packet Page. 182
Packet Page. 183
Packet Page. 184
Packet Page. 185
Packet Page. 186
Packet Page. 187
Packet Page. 188
Packet Page. 189
Packet Page. 190
Packet Page. 191
Packet Page. 192
Packet Page. 193
Packet Page. 194
Packet Page. 195
Packet Page. 196
Packet Page. 197
Packet Page. 198
Packet Page. 199
Packet Page. 200
Packet Page. 201
Packet Page. 202
Packet Page. 203
Packet Page. 204
Packet Page. 205
Packet Page. 206
Packet Page. 207
Packet Page. 208
Packet Page. 209
Packet Page. 210
Packet Page. 211
Packet Page. 212
Packet Page. 213
Packet Page. 214
Packet Page. 215
Packet Page. 216
Packet Page. 217
Packet Page. 218
Packet Page. 219
Packet Page. 220
Packet Page. 221
Packet Page. 222
Packet Page. 223
Packet Page. 224
Packet Page. 225
Packet Page. 226
Packet Page. 227
Packet Page. 228
Packet Page. 229
Packet Page. 230
Packet Page. 231
Packet Page. 232
Packet Page. 233
Packet Page. 234
Packet Page. 235
Packet Page. 236
Packet Page. 237
Packet Page. 238
Packet Page. 239
Packet Page. 240
Packet Page. 241
Packet Page. 242
Packet Page. 243
Packet Page. 244
Packet Page. 245
Packet Page. 246
Packet Page. 247
Packet Page. 248
Packet Page. 249
Packet Page. 250
Packet Page. 251
Schedule
"H"CITY OF SAN BERNARDINO, CALIFORNIA
DEPARTMENT: Parks & Recreation
PROJECT #: 0513 Sr. Nutrition Grant 2024-25
Account Number Description
FY2024-25
BUDGET
ESTIMATES MATCH TOTAL
Grant Name:123-380-0513 001-380-0514
Salaries
5011 Salaries perm/fulltime 77,793 77,793
5013 Automobile allowance -
5014 Salaries temp/parttime 166,041 31,258 197,299
5015 Overtime -
Total: Salaries 243,834 31,258 275,092
Benefits
5026 PERS retirement 12,596 12,596
5027 Health and life insurance 9,060 9,060
5028 Unemployment insurance 8,660 8,660
5029 Medicare 3,588 3,588
5034 CalPERS Unfunded Liability --
Total: Benefits 33,904 -33,904
Total: Salaries & benefits 277,738 31,258 308,996
Maintenance and Operations
5111 Material and supplies -
5112 Small tools & equip (consumables)19,000 19,000
5114 Raw foods 70,148 150,952 221,100
5122 Dues and subscriptions -
5131 Mileage -
5132 Meetings and conferences -
5133 Education and training -
5150 Utilities 64,784 64,784
5172 Equipment maintenance 1,000 1,000
5174 Printing charges -
5175 Postage -
5176 Copy machine charges -
5181 Other operating expense 7,600 7,600
5186 Civic and promotional -
5193 Grant match -
Total: Maintenance and Operations 97,748 215,736 313,484
Contract Services
5502 Professional/contractual services -
5505 Other professional services 17,055 1,645 18,700
Total: Contractual Services 17,055 1,645 18,700
Internal Service Charges
5601 Garage charges --
5602 Workers compensation --
5603 Liability -
5604 IT charges in-house -
5605 Telephone support -
5606 Electric -
5612 Fleet charges - fuel -
Total: Internal Service Charges ---
Capital Outlay
5703 Communications equipment -
Total: Capital Outlay ---
Credit/billables
5910 Credit - federal and state program funding -
Total: Credit/billables ---
Total: Non-Personnel Expenses 114,803 217,381 332,184
Grant Total 392,541 248,639 641,180
NOTE: Match(001) Salaries/Temp. reflect value of volunteer labor and Utilities are shown for Match reporting purposes only to show true costs, NOT General Fund obligated.
7/19/2024
Packet Page. 252
AMENDMENT NO. 2 TO
AGREEMENT FOR DIETICIAN SERVICES FOR OLDER CALIFORNIANS
NUTRITION GRANT
WITH CONSULTING HEALTH AND NUTRITION SERVICES, INC.
This Amendment No. 2 to the Agreement for dietician services for Older
Californians Nutrition Grant is made and entered into as of July 1, 2024 (“Effective Date”)
by and between the City of San Bernardino, a charter city and municipal corporation
(“City”) and Consulting Health and Nutrition Services, Inc., a sole proprietorship
(“Consultant”). City and Consultant are sometimes referred to herein individually as a
“Party” and collectively as “Parties.”
RECITALS
A. WHEREAS, the City and the Consultant have entered into an agreement,
dated July 1, 2022, for the purpose of providing dietitian services for the Elderly Nutrition
Program – Older Americans Act, Title IIIC Funds (now referred to as the Older
Californians Nutrition Grant) (the “Master Agreement”).
B. WHEREAS, the Parties now desire to amend the Master Agreement in
order to extend the term of the Master Agreement for an additional term of one year, and
to include additional funds for the continued performance of the services in accordance
with the compensation provisions of the Master Agreement.
NOW, THEREFORE, in consideration of the above recitals and the mutual
covenants, conditions, and promises contained in this Amendment No. 2 and the Master
Agreement, the Parties mutually agree as follows:
AGREEMENT
1. Incorporation of Recitals. The recitals listed above are true and correct and
are hereby incorporated herein by this reference.
2. Term. The term of the Master Agreement shall be extended for an
additional term of one year through June 30, 2025, unless earlier terminated.
3. Compensation.
There is no change to the total not to exceed compensation of the Master Agreement.
4. Full Force. Except as amended by this Amendment No. 2, all provisions of
the Master Agreement, including without limitation the indemnity and insurance
provisions, shall remain in full force and effect and shall govern the actions of the Parties
under this Amendment No. 2.
5. Electronic Transmission. A manually signed copy of this Amendment No.
2, which is transmitted by facsimile, email or other means of electronic transmission shall
Packet Page. 253
be deemed to have the same legal effect as delivery of an original executed copy of this
Amendment No. 2 for all purposes. This Amendment No. 2 may be signed using an
electronic signature.
6. Counterparts. This Amendment No. 2 may be signed in counterparts, each
of which shall constitute an original.
[SIGNATURES ON FOLLOWING PAGE]
Packet Page. 254
SIGNATURE PAGE FOR
AMENDMENT NO. 2 TO THE DIETICIAN SERVICES FOR OLDER CALIFORNIANS
NUTRITION GRANT AGREEMENT
WITH CONSULTING HEALTH AND NUTRITION SERVICES, INC.
IN WITNESS WHEREOF, the Parties hereto have executed this Amendment No.
1 on the Effective Date first herein above written.
CITY OF SAN BERNARDINO
APPROVED BY:
Rochelle Clayton
Acting City Manager
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
CONSULTANT
Consulting Health and Nutrition Services,
Inc.
Signature
Name
Title
Packet Page. 255
1
CITY OF SAN BERNARDINO
GOODS PURCHASE AGREEMENT
This Goods Purchase Agreement (“Agreement”) is entered into this 1st day of July,
2024, by and between the City of San Bernardino, a charter city and municipal corporation
organized under the laws of the State of California with its principal place of business at
Vanir Tower, 290 North D Street, San Bernardino, California 92401, County of San
Bernardino, State of California (“City”), and SYSCO RIVERSIDE, a CORPORATION with
its principal place of business at 15750 MERIDIAN PARKWAY, RIVERSIDE, CA
(“Supplier”). City and Supplier are sometimes individually referred to as “Party” and
collectively as “Parties” in this Agreement.
Section 1. DEFINITIONS.
A. “Goods” means all machinery, equipment, supplies, items, parts, materials,
labor or other services, including design, engineering and installation services, provided
by Supplier as specified in Exhibit “A,” attached hereto and incorporated herein by
reference.
B. “Delivery Date(s)” means that date or dates upon which the Goods is to be
delivered to City, ready for approval, testing and/or use as specified in Exhibit “B.”
Section 2. MATERIALS AND WORKMANSHIP.
When Exhibit “A” specifies machinery, equipment or material by manufacturer,
model or trade name, no substitution will be made without City’s written approval.
Machinery, equipment or material installed in the Goods without the approval required by
this Section 2 will be deemed to be defective material for purposes of Section 4. Where
machinery, equipment or materials are referred to in Exhibit “A” as equal to any particular
standard, City will decide the question of equality. When requested by City, Supplier will
furnish City with the name of the manufacturer, the performance capabilities and other
pertinent information necessary to properly determine the quality and suitability of any
machines, equipment and material to be incorporated in the Goods. Material samples
will be submitted at City’s request.
Section 3. INSPECTIONS AND TESTS.
City shall have the right to inspect and/or test the Goods prior to acceptance. If
upon inspection or testing the Goods or any portion thereof are found to be
nonconforming, unsatisfactory, defective, of inferior quality or workmanship, or fail to meet
any requirements or specifications contained in Exhibit “A,” then without prejudice to any
other rights or remedies, City may reject the Goods or exercise any of its rights under
Section 4.C. The inspection, failure to make inspection, acceptance of goods, or payment
for goods shall not impair City’s right to reject nonconforming goods, irrespective of City’s
failure to notify Supplier of a rejection of nonconforming goods or revocation of
acceptance thereof or to specify with particularity any defect in nonconforming goods after
Packet Page. 256
2
rejection or acceptance thereof.
Section 4. WARRANTY.
A. Supplier warrants that the Goods will be of merchantable quality and free
from defects in design, engineering, material, and workmanship for a period of two (2)
years, or such longer period as provided by a manufacturer’s warranty or as agreed to by
Supplier and City, from the date of final written acceptance of the Goods by City as
required for final payment under Section 7. Supplier further warrants that any services
provided in connection with the Goods will be performed in a professional and
workmanlike manner and in accordance with the highest industry standards.
B. Supplier further warrants that all machinery, equipment, or process included
in the Goods will meet the performance requirements and specifications specified in
Exhibit “A” and shall be fit for the purpose intended. City’s inspection, testing, approval,
or acceptance of any such machinery, equipment, or process will not relieve Supplier of
its obligations under this Section 4.B.
C. For any breach of the warranties contained in Section 4.A and Section 4.B,
Supplier will, immediately after receiving notice from City, at the option of City, and at
Supplier’s own expense and without cost to City:
1. Repair the defective Goods;
2. Replace the defective Goods with conforming Goods, F.O.B. City’s
plant, office or other location of City where the Goods was originally performed or
delivered; or
3. Repay to City the purchase price of the defective Goods.
If City selects repair or replacement, any defects will be remedied without cost to
City, including but not limited to, the costs of removal, repair, and replacement of the
defective Goods, and reinstallation of new Goods. All such defective Goods that is so
remedied will be similarly warranted as stated above. In addition, Supplier will repair or
replace other items of the Goods which may have been damaged by such defects or the
repairing of the same, all at its own expense and without cost to City.
D. Supplier also warrants that the Goods is free and clear of all liens and
encumbrances whatsoever, that Supplier has a good and marketable title to same, and
that Supplier owns or has a valid license for all of the proprietary technology and
intellectual property incorporated within the Goods. Supplier agrees to indemnify, defend,
and hold City harmless against any and all third-party claims resulting from the breach or
inaccuracy of any of the foregoing warranties.
E. In the event of a breach by Supplier of its obligations under this Section 4,
City will not be limited to the remedies set forth in this Section 4, but will have all the rights
Packet Page. 257
3
and remedies permitted by applicable law, including without limitation, all of the rights and
remedies afforded to City under the California Commercial Code.
Section 5. PRICES.
Unless expressly provided otherwise, all prices and fees specified in Exhibit “C,”
attached hereto and incorporated herein by reference, are firm and shall not be subject
to change without the written approval of City. No extra charges of any kind will be
allowed unless specifically agreed to in writing by City’s authorized representative. The
total price shall include (i) all federal, state and local sales, use, excise, privilege, payroll,
occupational and other taxes applicable to the Goods furnished to City hereunder; and
(ii) all charges for packing, freight and transportation to destination.
Section 6. CHANGES.
City, at any time, by a written order, and without notice to any surety, may make
changes in the Goods, including but not limited to, City’s requirements and specifications.
If such changes affect the cost of the Goods or time required for its performance, an
equitable adjustment will be made in the price or time for performance or both. Any
change in the price necessitated by such change will be agreed upon between City and
Supplier and such change will be authorized by a change order document signed by City
and accepted by Supplier.
Section 7. PAYMENTS.
A. Terms of payment, are net thirty (30) days, less any applicable retention,
after receipt of invoice, or completion of applicable Progress Milestones. Final payment
shall be made by City after Supplier has satisfied all contractual requirements. Payment
of invoices shall not constitute acceptance of Goods.
B. If Progress Milestones have been specified in Exhibit “B,” then payments
for the Goods will be made as the requirements of such Progress Milestones are met.
Progress payments for the Goods will be made by City upon proper application by
Supplier during the progress of the Goods and according to the terms of payment as
specified in Exhibit “B.” Supplier’s progress billing invoice will include progress payments
due for the original scope of work and changes. Each “Item for Payment” shown in Exhibit
“B” and each change order will be itemized on the invoice. Invoices for cost plus work,
whether part of Exhibit “B” or a change order, must have subcontractor and/or supplier
invoices attached to Supplier’s invoice. Other format and support documents for invoices
will be determined by City in advance of the first invoice cycle.
C. Payments otherwise due may be withheld by City on account of defective
Goods not remedied, liens or other claims filed, reasonable evidence indicating probable
filing of liens or other claims, failure of Supplier to make payments properly to its
subcontractors or for material or labor, the failure of Supplier to perform any of its other
obligations under the Agreement, or to protect City against any liability arising out of
Supplier’s failure to pay or discharge taxes or other obligations. If the causes for which
Packet Page. 258
4
payment is withheld are removed, the withheld payments will be made promptly. If the
said causes are not removed within a reasonable period after written notice, City may
remove them at Supplier’s expense.
D. Payment of the final Progress Milestone payment or any retention will be
made by City upon:
1. Submission of an invoice for satisfactory completion of the
requirements of a Progress Milestone as defined in Exhibit “B” and in the amount
associated with the Progress Milestone;
2. Written acceptance of the Goods by City;
3. Delivery of all drawings and specifications, if required by City;
4. Delivery of executed full releases of any and all liens arising out of
this Agreement; and
5. Delivery of an affidavit listing all persons who might otherwise be
entitled to file, claim, or maintain a lien of any kind or character, and containing an
averment that all of the said persons have been paid in full.
If any person refuses to furnish an actual release or receipt in full, Supplier may
furnish a bond satisfactory to City to indemnify City against any claim or lien at no cost to
City.
E. Acceptance by Supplier of payment of the final Progress Milestone payment
pursuant to Section 7.D will constitute a waiver, release and discharge of any and all
claims and demands of any kind or character which Supplier then has, or can
subsequently acquire against City, its successors and assigns, for or on account of any
matter or thing arising out of, or in any manner connected with, the performance of this
Agreement. However, payment for the final Progress Milestone by City will not constitute
a waiver, release or discharge of any claims or demands which City then has, or can
subsequently acquire, against Supplier, its successors and assigns, for or on account of
any matter or thing arising out of, or in any manner connected with, the performance of
this Agreement.
Section 8. SCHEDULE FOR DELIVERY.
A. The time of Supplier’s performance is of the essence for this Agreement.
The Goods will be delivered in accordance with the schedule set forth in Exhibit “B.”
Supplier must immediately notify City in writing any time delivery is behind schedule or
may not be completed on schedule. In addition to any other rights City may have under
this Agreement or at law, Supplier shall pay City the sum of $ RECOMMEND TO DELETE
THIS SENTENCE per item of Goods for each calendar day for which the item of Goods
is unavailable beyond the scheduled delivery date(s) specified in Exhibit “B.”
Packet Page. 259
5
B. In the event that the Goods is part of a larger project or projects that require
the coordination of multiple contractors or suppliers, then Supplier will fully cooperate in
scheduling the delivery so that City can maximize the efficient completion of such
project(s).
Section 9. TAXES.
A. Supplier agrees to timely pay all sales and use tax (including any value
added or gross receipts tax imposed similar to a sales and use tax) imposed by any
federal, state or local taxing authority on the ultimate purchase price of the Goods
provided under this Agreement.
B. Supplier will withhold, and require its subcontractors, where applicable, to
withhold all required taxes and contributions of any federal, state or local taxing authority
which is measured by wages, salaries or other remuneration of its employees or the
employees of its subcontractors. Supplier will deposit, or cause to be deposited, in a
timely manner with the appropriate taxing authorities all amounts required to be withheld.
C. All other taxes, however denominated or measured, imposed upon the price
of the Goods provided hereunder, will be the responsibility of Supplier. In addition, all
taxes assessed by any taxing jurisdiction based on Supplier property used or consumed
in the provision of the Goods such as and including ad valorem, use, personal property
and inventory taxes will be the responsibility of Supplier.
D. Supplier will, upon written request, submit to City written evidence of any
filings or payments of all taxes required to be paid by Supplier hereunder.
Section 10. INDEPENDENT CONTRACTOR.
Supplier enters into this Agreement as an independent contractor and not as an
employee of City. Supplier shall have no power or authority by this Agreement to bind
City in any respect. Nothing in this Agreement shall be construed to be inconsistent with
this relationship or status. All employees, agents, contractors or subcontractors hired or
retained by the Supplier are employees, agents, contractors or subcontractors of the
Supplier and not of City. City shall not be obligated in any way to pay any wage claims
or other claims made against Supplier by any such employees, agents, contractors or
subcontractors or any other person resulting from performance of this Agreement.
Section 11. SUBCONTRACTS.
Unless otherwise specified, Supplier must obtain City’s written permission before
subcontracting any portion of the Goods. Except for the insurance requirements in
Section 13.A, all subcontracts and orders for the purchase or rental of supplies, materials
or equipment, or any other part of the Goods, will require that the subcontractor be bound
by and subject to all of the terms and conditions of the Agreement. No subcontract or
order will relieve Supplier from its obligations to City, including, but not limited to Supplier’s
insurance and indemnification obligations. No subcontract or order will bind City.
Packet Page. 260
6
Section 12. TITLE AND RISK OF LOSS.
Unless otherwise agreed, City will have title to, and risk of loss of, all completed
and partially completed portions of the Goods upon delivery, as well as materials
delivered to and stored on City property which are intended to become a part of the
Goods. However, Supplier will be liable for any loss or damage to the Goods and/or the
materials caused by Supplier or its subcontractors, their agents or employees, and
Supplier will replace or repair said Goods or materials at its own cost to the complete
satisfaction of City. Notwithstanding the foregoing, in the event that the City has paid
Supplier for all or a portion of the Goods which remains in the possession of Supplier,
then City shall have title to, and the right to take possession of, such Goods at any time
following payment therefor. Risk of loss for any Goods which remains in the possession
of Supplier shall remain with Supplier until such Goods has been delivered or City has
taken possession thereof. Supplier will have risk of loss or damage to Supplier’s property
used in the construction of the Goods but which does not become a part of the Goods.
Section 13. INDEMNIFICATION.
A. Supplier shall defend, indemnify and hold the City, its officials, officers,
employees, volunteers and agents free and harmless from any and all claims, demands,
causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to
property or persons, including wrongful death, in any manner arising out of or incident to
any alleged acts, omissions, negligence or willful misconduct of Supplier, its officials,
officers, employees, agents, subcontractors and subconsultants arising out of or in
connection with the Goods or the performance of this Agreement, including without
limitation the payment of all consequential damages and attorneys’ fees and other related
costs and expenses except such loss or damage which was caused by the sole
negligence or willful misconduct of the City.
B. Supplier’s defense obligation for any and all such aforesaid suits, actions or
other legal proceedings of every kind that may be brought or instituted against the City,
its officials, officers, employees, agents, or volunteers shall be at Supplier’s own cost,
expense, and risk. Supplier shall pay and satisfy any judgment, award, or decree that
may be rendered against the City or its officials, officers, employees, agents, or
volunteers, in any such suit, action, or other legal proceeding. Supplier shall reimburse
City and its officials, officers, employees, agents, and/or volunteers, for any and all legal
expenses and costs incurred by each of them in connection therewith or in enforcing the
indemnity herein provided.
C. Supplier’s obligation to indemnify shall not be restricted to insurance
proceeds, if any, received by the City, its officials, officers, employees, agents or
volunteers.
Section 14. INSURANCE.
A. General. Supplier shall take out and maintain:
Packet Page. 261
7
1. Commercial General Liability Insurance, of at least $2,000,000 per
occurrence/ $1,000,000 aggregate for bodily injury, personal injury and property
damage, at least as broad as Insurance Services Office Commercial General Liability
most recent Occurrence Form CG 00 01;
2. Automobile Liability Insurance for bodily injury and property damage
including coverage for owned, non-owned and hired vehicles, of at least $1,000,000
per accident for bodily injury and property damage, at least as broad as most recent
Insurance Services Office Form Number CA 00 01 covering automobile liability, Code
1 (any auto);
3. Workers’ Compensation in compliance with applicable statutory
requirements and Employer's Liability Coverage of at least $1,000,000 per
occurrence; and
4. Pollution Liability Insurance of at least $1,000,000 per occurrence
and $2,000,000 aggregate shall be provided by the Supplier if transporting hazardous
materials.
5. If Supplier is also the manufacturer of any equipment included in the
Goods, Supplier shall carry Product Liability and/or Errors and Omissions Insurance
which covers said equipment with limits of not less than $1,000,000.
6. Privacy/Network Security (Cyber Liability), of at least $1,000,000 per
occurrence and aggregate for: (1) privacy breaches, (2) system breaches, (3) denial
or loss of service, and (4) the introduction, implantation or spread of malicious
software code, in a form and with insurance companies acceptable to the City.
B. Additional Insured; Primary; Waiver of Subrogation; No Limitation on
Coverage. The policies required under this Section shall give the City, its officials,
officers, employees, agents or volunteers additional insured status. Such policies shall
contain a provision stating that Supplier’s policy is primary insurance and that any
insurance, self-insurance or other coverage maintained by the City or any additional
insureds shall not be called upon to contribute to any loss and shall contain or be
endorsed with a waiver of subrogation in favor of the City, its officials, officers, employees,
agents, and volunteers. The limits set forth herein shall apply separately to each insured
against whom claims are made or suits are brought, except with respect to the limits of
liability. Requirements of specific coverage or limits contained in this section are not
intended as a limitation on coverage, limits, or other requirement, or a waiver of any
coverage normally provided by any insurance. Any available coverage shall be provided
to the parties required to be named as additional insured pursuant to this Agreement.
C. Insurance Carrier. All insurance required under this Section is to be placed
with insurers with a current A.M. Best’s rating no less than A-:VII, licensed to do business
in California, and satisfactory to the City.
Packet Page. 262
8
D. Evidence of Insurance. Supplier shall furnish City with original certificates
of insurance and endorsements effecting coverage required by the Agreement. The
certificates and endorsements for each insurance policy shall be signed by a person
authorized by that insurer to bind coverage on its behalf and shall be on forms supplied
or approved by the City. All certificates and endorsements must be received and
approved by the City before delivery commences. The City reserves the right to require
complete, certified copies of all required insurance policies, at any time.
E. Subcontractors. All subcontractors shall meet the requirements of this
Section before commencing work. In addition, Supplier shall include all subcontractors
as insureds under its policies or shall furnish separate certificates and endorsements for
each subcontractor. All coverage for subcontractors shall be subject to all of the
requirements stated herein.
F. Freight. Supplier shall ensure that third party shippers contracted by
Supplier have adequate insurance coverage for the shipped Goods.
Section 15. LIENS.
A. Supplier, subcontractors and suppliers will not make, file or maintain a
mechanic’s or other lien or claim of any kind or character against the Goods, for or on
account of any labor, materials, fixtures, tools, machinery, equipment, or any other things
furnished, or any other work done or performance given under, arising out of, or in any
manner connected with the Agreement (such liens or claims referred to as “Claims”); and
Supplier, subcontractor and suppliers expressly waive and relinquish any and all rights
which they now have, or may subsequently acquire, to file or maintain any Claim and
Supplier, subcontractor and suppliers agree that this provision waiving the right of Claims
will be an independent covenant.
B. Supplier will save and hold City harmless from and against any and all
Claims that may be filed by a subcontractor, supplier or any other person or entity and
Supplier will, at its own expense, defend any and all actions based upon such Claims and
will pay all charges of attorneys and all costs and other expenses arising from such
Claims.
Section 16. TERMINATION OF AGREEMENT BY CITY.
A. Should Supplier at any time refuse or fail to deliver the Goods with
promptness and diligence, or to perform any of its other obligations under the Agreement,
City may terminate Supplier’s right to proceed with the delivery of the Goods by written
notice to Supplier. In such event City may obtain the Goods by whatever method it may
deem expedient, including the hiring of another contractor or other contractors and, for
that purpose, may take possession of all materials, machinery, equipment, tools and
appliances and exercise all rights, options and privileges of Supplier. In such case
Supplier will not be entitled to receive any further payments until the Goods is delivered.
If City’s cost of obtaining the Goods, including compensation for additional managerial
Packet Page. 263
9
and administrative services, will exceed the unpaid balance of the Agreement, Supplier
will be liable for and will pay the difference to City.
B. City may, for its own convenience, terminate Supplier’s right to proceed with
the delivery of any portion or all of the Goods by written notice to Supplier. Such
termination will be effective in the manner specified in such notice, will be without
prejudice to any claims which City may have against Supplier, and will not affect the
obligations and duties of Supplier under the Agreement with respect to portions of the
Goods not terminated.
C. On receipt of notice under Section 16.B, Supplier will, with respect to the
portion of the Goods terminated, unless the notice states otherwise,
1. Immediately discontinue such portion of the Goods and the placing
of orders for materials, facilities, and supplies in connection with the Goods,
2. Unless otherwise directed by City, make every reasonable effort to
procure cancellation of all existing orders or contracts upon terms satisfactory to City;
and
3. Deliver only such portions of the Goods which City deems necessary
to preserve and protect those portions of the Goods already in progress and to protect
material, plant and equipment at the Goods site or in transit to the Goods site.
D. Upon termination pursuant to Section 16.B, Supplier will be paid a pro rata
portion of the compensation in the Agreement for any portion of the terminated Goods
already delivered, including material and services for which it has made firm contracts
which are not canceled, it being understood that City will be entitled to such material and
services. Upon determination of the amount of said pro rata compensation, City will
promptly pay such amount to Supplier upon delivery by Supplier of the releases of liens
and affidavit, pursuant to Section 7.C.
Section 17. FORCE MAJEURE
A. Supplier shall not be held responsible for failure or delay in shipping nor City
for failure or delay in accepting goods described herein if such failure or delay is due to a
Force Majeure Event.
B. A Force Majeure Event shall mean an event that materially affects a Party’s
performance and is one or more of the following: (1) Acts of God or other natural disasters
occurring at the project site; (2) terrorism or other acts of a public enemy; (3) orders of
governmental authorities (including, without limitation, unreasonable and unforeseeable
delay in the issuance of permits or approvals by governmental authorities that are
required for the work); (4) pandemics, epidemics or quarantine restrictions; and (5) strikes
and other organized labor action occurring at the project site and the effects thereof on
the work, only to the extent such strikes and other organized labor action are beyond the
control of Supplier and its subcontractors, of every tier, and to the extent the effects
Packet Page. 264
10
thereof cannot be avoided by use of replacement workers. For purposes of this section,
“orders of governmental authorities,” includes ordinances, emergency proclamations and
orders, rules to protect the public health, welfare and safety, and other actions of the City
in its capacity as a municipal authority.
C. In the event of any such excused interference with shipments, City shall
have the option either to reduce the quantity provided for in the order accordingly or to
exercise its right of cancellation as set forth in this Agreement.
Section 18. MISCELLANEOUS PROVISIONS.
A. Delivery of Notices. All notices permitted or required under this Agreement
shall be given to the respective parties at the following address or at such other address
as the respective parties may provide in writing for this purpose:
CITY:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: Rochelle Clayton, Acting City
Manager
With Copy To:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Attorney
SUPPLIER:
SYSCO RIVERSIDE
15750 MERIDIAN PARKWAY
RIVERSIDE, CA 92518
BEN ROBBINS
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and
addressed to the party at its applicable address. Actual notice shall be deemed adequate
notice on the date actual notice occurred, regardless of the method of service.
B. Assignment or Transfer. Supplier shall not assign or transfer any interest
in this Agreement whether by assignment or novation, without the prior written consent of
the City, which will not be unreasonably withheld. Provided, however, that claims for
money due or to become due Supplier from the City under this Agreement may be
assigned to a financial institution or to a trustee in bankruptcy, without such approval.
Notice of any assignment or transfer, whether voluntary or involuntary, shall be furnished
promptly to the City.
Packet Page. 265
11
C. Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the Parties.
D. Amendment; Modification. No supplement, modification, or amendment of
this Agreement shall be binding unless executed in writing and signed by both Parties.
E. Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party
any contractual rights by custom, estoppel or otherwise.
F. Governing Law. This Agreement shall be governed by the laws of the State
of California. Venue shall be in San Bernardino County.
G. Attorneys’ Fees and Costs. If any action in law or equity, including an action
for declaratory relief, is brought to enforce or interpret the provisions of this Agreement,
each Party shall pay its own attorneys’ fees.
H. Interpretation. Since the Parties or their agents have participated fully in
the preparation of this Agreement, the language of this Agreement shall be construed
simply, according to its fair meaning, and not strictly for or against any Party.
I. No Third Party Beneficiaries. There are no intended third party beneficiaries
of any right or obligation assumed by the Parties.
J. Authority to Enter Agreement. Each Party warrants that the individuals who
have signed this Agreement have the legal power, right and authority to make this
Agreement and bind each respective Party.
K. Invalidity; Severability. If any portion of this Agreement is declared invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions shall continue in full force and effect.
L. Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
M. City’s Right to Employ Other Suppliers. City reserves its right to employ
other contractors in connection with the Goods.
N. Entire Agreement. This Agreement constitutes the entire agreement
between the Parties relative to the Goods specified herein. There are no understandings,
agreements, conditions, representations, warranties or promises with respect to this
Agreement, except those contained in or referred to in the writing.
O. Electronic Signature. Each Party acknowledges and agrees that this
Agreement may be executed by electronic or digital signature, which shall be considered
Packet Page. 266
12
as an original signature for all purposes and shall have the same force and effect as an
original signature.
[SIGNATURES ON FOLLOWING PAGE]
Packet Page. 267
13
SIGNATURE PAGE TO GOODS PURCHASE AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO
AND SYSCO RIVERSIDE
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on
the date first above written.
CITY OF SAN BERNARDINO
APPROVED BY:
Rochelle Clayton
City Manager
ATTESTED BY:
Genoveva Rocha
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
SYSCO RIVERSDE
Signature
Name
Title
Packet Page. 268
14
Exhibit A
Goods Specifications
See Price Form (ATTACHMENT 8)
Packet Page. 269
15
Exhibit B
Delivery Schedule
ORDER ON TUESDAY – DELIVERY ON THURSDAY
Packet Page. 270
16
Exhibit C
Fee Schedule
See Price Form (ATTACHMENT 8)
Packet Page. 271
1
CITY OF SAN BERNARDINO
GOODS PURCHASE AGREEMENT
This Goods Purchase Agreement (“Agreement”) is entered into this 1st day of July
2024, by and between the City of San Bernardino, a charter city and municipal corporation
organized under the laws of the State of California with its principal place of business at
Vanir Tower, 290 North D Street, San Bernardino, California 92401, County of San
Bernardino, State of California (“City”), and HOLLANDIA DAIRY, a CORPORATION with
its principal place of business at 622 E MISSION RD, SAN MARCOS, CA 92069-1902
(“Supplier”). City and Supplier are sometimes individually referred to as “Party” and
collectively as “Parties” in this Agreement.
Section 1. DEFINITIONS.
A. “Goods” means all machinery, equipment, supplies, items, parts, materials,
labor or other services, including design, engineering and installation services, provided
by Supplier as specified in Exhibit “A,” attached hereto and incorporated herein by
reference.
B. “Delivery Date(s)” means that date or dates upon which the Goods is to be
delivered to City, ready for approval, testing and/or use as specified in Exhibit “B.”
Section 2. MATERIALS AND WORKMANSHIP.
When Exhibit “A” specifies machinery, equipment or material by manufacturer,
model or trade name, no substitution will be made without City’s written approval.
Machinery, equipment or material installed in the Goods without the approval required by
this Section 2 will be deemed to be defective material for purposes of Section 4. Where
machinery, equipment or materials are referred to in Exhibit “A” as equal to any particular
standard, City will decide the question of equality. When requested by City, Supplier will
furnish City with the name of the manufacturer, the performance capabilities and other
pertinent information necessary to properly determine the quality and suitability of any
machines, equipment and material to be incorporated in the Goods. Material samples
will be submitted at City’s request.
Section 3. INSPECTIONS AND TESTS.
City shall have the right to inspect and/or test the Goods prior to acceptance. If
upon inspection or testing the Goods or any portion thereof are found to be
nonconforming, unsatisfactory, defective, of inferior quality or workmanship, or fail to meet
any requirements or specifications contained in Exhibit “A,” then without prejudice to any
other rights or remedies, City may reject the Goods or exercise any of its rights under
Section 4.C. The inspection, failure to make inspection, acceptance of goods, or payment
for goods shall not impair City’s right to reject nonconforming goods, irrespective of City’s
failure to notify Supplier of a rejection of nonconforming goods or revocation of
acceptance thereof or to specify with particularity any defect in nonconforming goods after
Packet Page. 272
2
rejection or acceptance thereof.
Section 4. WARRANTY.
A. Supplier warrants that the Goods will be of merchantable quality and free
from defects in design, engineering, material, and workmanship for a period of two (2)
years, or such longer period as provided by a manufacturer’s warranty or as agreed to by
Supplier and City, from the date of final written acceptance of the Goods by City as
required for final payment under Section 7. Supplier further warrants that any services
provided in connection with the Goods will be performed in a professional and
workmanlike manner and in accordance with the highest industry standards.
B. Supplier further warrants that all machinery, equipment, or process included
in the Goods will meet the performance requirements and specifications specified in
Exhibit “A” and shall be fit for the purpose intended. City’s inspection, testing, approval,
or acceptance of any such machinery, equipment, or process will not relieve Supplier of
its obligations under this Section 4.B.
C. For any breach of the warranties contained in Section 4.A and Section 4.B,
Supplier will, immediately after receiving notice from City, at the option of City, and at
Supplier’s own expense and without cost to City:
1. Repair the defective Goods;
2. Replace the defective Goods with conforming Goods, F.O.B. City’s
plant, office or other location of City where the Goods was originally performed or
delivered; or
3. Repay to City the purchase price of the defective Goods.
If City selects repair or replacement, any defects will be remedied without cost to
City, including but not limited to, the costs of removal, repair, and replacement of the
defective Goods, and reinstallation of new Goods. All such defective Goods that is so
remedied will be similarly warranted as stated above. In addition, Supplier will repair or
replace other items of the Goods which may have been damaged by such defects or the
repairing of the same, all at its own expense and without cost to City.
D. Supplier also warrants that the Goods is free and clear of all liens and
encumbrances whatsoever, that Supplier has a good and marketable title to same, and
that Supplier owns or has a valid license for all of the proprietary technology and
intellectual property incorporated within the Goods. Supplier agrees to indemnify, defend,
and hold City harmless against any and all third party claims resulting from the breach or
inaccuracy of any of the foregoing warranties.
E. In the event of a breach by Supplier of its obligations under this Section 4,
City will not be limited to the remedies set forth in this Section 4, but will have all the rights
Packet Page. 273
3
and remedies permitted by applicable law, including without limitation, all of the rights and
remedies afforded to City under the California Commercial Code.
Section 5. PRICES.
Unless expressly provided otherwise, all prices and fees specified in Exhibit “C,”
attached hereto and incorporated herein by reference, are firm and shall not be subject
to change without the written approval of City. No extra charges of any kind will be
allowed unless specifically agreed to in writing by City’s authorized representative. The
total price shall include (i) all federal, state and local sales, use, excise, privilege, payroll,
occupational and other taxes applicable to the Goods furnished to City hereunder; and
(ii) all charges for packing, freight and transportation to destination.
Section 6. CHANGES.
City, at any time, by a written order, and without notice to any surety, may make
changes in the Goods, including but not limited to, City’s requirements and specifications.
If such changes affect the cost of the Goods or time required for its performance, an
equitable adjustment will be made in the price or time for performance or both. Any
change in the price necessitated by such change will be agreed upon between City and
Supplier and such change will be authorized by a change order document signed by City
and accepted by Supplier.
Section 7. PAYMENTS.
A. Terms of payment, are net thirty (30) days, less any applicable retention,
after receipt of invoice, or completion of applicable Progress Milestones. Final payment
shall be made by City after Supplier has satisfied all contractual requirements. Payment
of invoices shall not constitute acceptance of Goods.
B. If Progress Milestones have been specified in Exhibit “B,” then payments
for the Goods will be made as the requirements of such Progress Milestones are met.
Progress payments for the Goods will be made by City upon proper application by
Supplier during the progress of the Goods and according to the terms of payment as
specified in Exhibit “B.” Supplier’s progress billing invoice will include progress payments
due for the original scope of work and changes. Each “Item for Payment” shown in Exhibit
“B” and each change order will be itemized on the invoice. Invoices for cost plus work,
whether part of Exhibit “B” or a change order, must have subcontractor and/or supplier
invoices attached to Supplier’s invoice. Other format and support documents for invoices
will be determined by City in advance of the first invoice cycle.
C. Payments otherwise due may be withheld by City on account of defective
Goods not remedied, liens or other claims filed, reasonable evidence indicating probable
filing of liens or other claims, failure of Supplier to make payments properly to its
subcontractors or for material or labor, the failure of Supplier to perform any of its other
obligations under the Agreement, or to protect City against any liability arising out of
Supplier’s failure to pay or discharge taxes or other obligations. If the causes for which
Packet Page. 274
4
payment is withheld are removed, the withheld payments will be made promptly. If the
said causes are not removed within a reasonable period after written notice, City may
remove them at Supplier’s expense.
D. Payment of the final Progress Milestone payment or any retention will be
made by City upon:
1. Submission of an invoice for satisfactory completion of the
requirements of a Progress Milestone as defined in Exhibit “B” and in the amount
associated with the Progress Milestone;
2. Written acceptance of the Goods by City;
3. Delivery of all drawings and specifications, if required by City;
4. Delivery of executed full releases of any and all liens arising out of
this Agreement; and
5. Delivery of an affidavit listing all persons who might otherwise be
entitled to file, claim, or maintain a lien of any kind or character, and containing an
averment that all of the said persons have been paid in full.
If any person refuses to furnish an actual release or receipt in full, Supplier may
furnish a bond satisfactory to City to indemnify City against any claim or lien at no cost to
City.
E. Acceptance by Supplier of payment of the final Progress Milestone payment
pursuant to Section 7.D will constitute a waiver, release and discharge of any and all
claims and demands of any kind or character which Supplier then has, or can
subsequently acquire against City, its successors and assigns, for or on account of any
matter or thing arising out of, or in any manner connected with, the performance of this
Agreement. However, payment for the final Progress Milestone by City will not constitute
a waiver, release or discharge of any claims or demands which City then has, or can
subsequently acquire, against Supplier, its successors and assigns, for or on account of
any matter or thing arising out of, or in any manner connected with, the performance of
this Agreement.
Section 8. SCHEDULE FOR DELIVERY.
A. The time of Supplier’s performance is of the essence for this Agreement.
The Goods will be delivered in accordance with the schedule set forth in Exhibit “B.”
Supplier must immediately notify City in writing any time delivery is behind schedule or
may not be completed on schedule. In addition to any other rights City may have under
this Agreement or at law, Supplier shall pay City the sum of $RECOMMEND TO DELETE
THIS SENTENCE per item of Goods for each calendar day for which the item of Goods
is unavailable beyond the scheduled delivery date(s) specified in Exhibit “B.”
Packet Page. 275
5
B. In the event that the Goods is part of a larger project or projects that require
the coordination of multiple contractors or suppliers, then Supplier will fully cooperate in
scheduling the delivery so that City can maximize the efficient completion of such
project(s).
Section 9. TAXES.
A. Supplier agrees to timely pay all sales and use tax (including any value
added or gross receipts tax imposed similar to a sales and use tax) imposed by any
federal, state or local taxing authority on the ultimate purchase price of the Goods
provided under this Agreement.
B. Supplier will withhold, and require its subcontractors, where applicable, to
withhold all required taxes and contributions of any federal, state or local taxing authority
which is measured by wages, salaries or other remuneration of its employees or the
employees of its subcontractors. Supplier will deposit, or cause to be deposited, in a
timely manner with the appropriate taxing authorities all amounts required to be withheld.
C. All other taxes, however denominated or measured, imposed upon the price
of the Goods provided hereunder, will be the responsibility of Supplier. In addition, all
taxes assessed by any taxing jurisdiction based on Supplier property used or consumed
in the provision of the Goods such as and including ad valorem, use, personal property
and inventory taxes will be the responsibility of Supplier.
D. Supplier will, upon written request, submit to City written evidence of any
filings or payments of all taxes required to be paid by Supplier hereunder.
Section 10. INDEPENDENT CONTRACTOR.
Supplier enters into this Agreement as an independent contractor and not as an
employee of City. Supplier shall have no power or authority by this Agreement to bind
City in any respect. Nothing in this Agreement shall be construed to be inconsistent with
this relationship or status. All employees, agents, contractors or subcontractors hired or
retained by the Supplier are employees, agents, contractors or subcontractors of the
Supplier and not of City. City shall not be obligated in any way to pay any wage claims
or other claims made against Supplier by any such employees, agents, contractors or
subcontractors or any other person resulting from performance of this Agreement.
Section 11. SUBCONTRACTS.
Unless otherwise specified, Supplier must obtain City’s written permission before
subcontracting any portion of the Goods. Except for the insurance requirements in
Section 13.A, all subcontracts and orders for the purchase or rental of supplies, materials
or equipment, or any other part of the Goods, will require that the subcontractor be bound
by and subject to all of the terms and conditions of the Agreement. No subcontract or
order will relieve Supplier from its obligations to City, including, but not limited to Supplier’s
insurance and indemnification obligations. No subcontract or order will bind City.
Packet Page. 276
6
Section 12. TITLE AND RISK OF LOSS.
Unless otherwise agreed, City will have title to, and risk of loss of, all completed
and partially completed portions of the Goods upon delivery, as well as materials
delivered to and stored on City property which are intended to become a part of the
Goods. However, Supplier will be liable for any loss or damage to the Goods and/or the
materials caused by Supplier or its subcontractors, their agents or employees, and
Supplier will replace or repair said Goods or materials at its own cost to the complete
satisfaction of City. Notwithstanding the foregoing, in the event that the City has paid
Supplier for all or a portion of the Goods which remains in the possession of Supplier,
then City shall have title to, and the right to take possession of, such Goods at any time
following payment therefor. Risk of loss for any Goods which remains in the possession
of Supplier shall remain with Supplier until such Goods has been delivered or City has
taken possession thereof. Supplier will have risk of loss or damage to Supplier’s property
used in the construction of the Goods but which does not become a part of the Goods.
Section 13. INDEMNIFICATION.
A. Supplier shall defend, indemnify and hold the City, its officials, officers,
employees, volunteers and agents free and harmless from any and all claims, demands,
causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to
property or persons, including wrongful death, in any manner arising out of or incident to
any alleged acts, omissions, negligence or willful misconduct of Supplier, its officials,
officers, employees, agents, subcontractors and subconsultants arising out of or in
connection with the Goods or the performance of this Agreement, including without
limitation the payment of all consequential damages and attorneys’ fees and other related
costs and expenses except such loss or damage which was caused by the sole
negligence or willful misconduct of the City.
B. Supplier’s defense obligation for any and all such aforesaid suits, actions or
other legal proceedings of every kind that may be brought or instituted against the City,
its officials, officers, employees, agents, or volunteers shall be at Supplier’s own cost,
expense, and risk. Supplier shall pay and satisfy any judgment, award, or decree that
may be rendered against City or its officials, officers, employees, agents, or volunteers,
in any such suit, action, or other legal proceeding. Supplier shall reimburse City and its
officials, officers, employees, agents, and/or volunteers, for any and all legal expenses
and costs incurred by each of them in connection therewith or in enforcing the indemnity
herein provided.
C. Supplier’s obligation to indemnify shall not be restricted to insurance
proceeds, if any, received by the City, its officials, officers, employees, agents or
volunteers.
Section 14. INSURANCE.
A. General. Supplier shall take out and maintain:
Packet Page. 277
7
1. Commercial General Liability Insurance, of at least $2,000,000 per
occurrence/ $4,000,000 aggregate for bodily injury, personal injury and property
damage, at least as broad as Insurance Services Office Commercial General Liability
most recent Occurrence Form CG 00 01;
2. Automobile Liability Insurance for bodily injury and property damage
including coverage for owned, non-owned and hired vehicles, of at least $1,000,000
per accident for bodily injury and property damage, at least as broad as most recent
Insurance Services Office Form Number CA 00 01 covering automobile liability, Code
1 (any auto);
3. Workers’ Compensation in compliance with applicable statutory
requirements and Employer's Liability Coverage of at least $1,000,000 per
occurrence; and
4. Pollution Liability Insurance of at least $1,000,000 per occurrence
and $2,000,000 aggregate shall be provided by the Supplier if transporting hazardous
materials.
5. If Supplier is also the manufacturer of any equipment included in the
Goods, Supplier shall carry Product Liability and/or Errors and Omissions Insurance
which covers said equipment with limits of not less than $1,000,000.
6. Privacy/Network Security (Cyber Liability), of at least $1,000,000 per
occurrence and aggregate for: (1) privacy breaches, (2) system breaches, (3) denial
or loss of service, and (4) the introduction, implantation or spread of malicious
software code, in a form and with insurance companies acceptable to the City.
B. Additional Insured; Primary; Waiver of Subrogation; No Limitation on
Coverage. The policies required under this Section shall give City, its officials, officers,
employees, agents or volunteers additional insured status. Such policies shall contain a
provision stating that Supplier’s policy is primary insurance and that any insurance, self-
insurance or other coverage maintained by the City or any additional insureds shall not
be called upon to contribute to any loss, and shall contain or be endorsed with a waiver
of subrogation in favor of the City, its officials, officers, employees, agents, and
volunteers. The limits set forth herein shall apply separately to each insured against
whom claims are made or suits are brought, except with respect to the limits of liability.
Requirements of specific coverage or limits contained in this section are not intended as
a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally
provided by any insurance. Any available coverage shall be provided to the parties
required to be named as additional insured pursuant to this Agreement.
C. Insurance Carrier. All insurance required under this Section is to be placed
with insurers with a current A.M. Best’s rating no less than A-:VII, licensed to do business
in California, and satisfactory to the City.
Packet Page. 278
8
D. Evidence of Insurance. Supplier shall furnish City with original certificates
of insurance and endorsements effecting coverage required by the Agreement. The
certificates and endorsements for each insurance policy shall be signed by a person
authorized by that insurer to bind coverage on its behalf, and shall be on forms supplied
or approved by the City. All certificates and endorsements must be received and
approved by the City before delivery commences. The City reserves the right to require
complete, certified copies of all required insurance policies, at any time.
E. Subcontractors. All subcontractors shall meet the requirements of this
Section before commencing work. In addition, Supplier shall include all subcontractors
as insureds under its policies or shall furnish separate certificates and endorsements for
each subcontractor. All coverages for subcontractors shall be subject to all of the
requirements stated herein.
F. Freight. Supplier shall ensure that third party shippers contracted by
Supplier have adequate insurance coverage for the shipped Goods.
Section 15. LIENS.
A. Supplier, subcontractors and suppliers will not make, file or maintain a
mechanic’s or other lien or claim of any kind or character against the Goods, for or on
account of any labor, materials, fixtures, tools, machinery, equipment, or any other things
furnished, or any other work done or performance given under, arising out of, or in any
manner connected with the Agreement (such liens or claims referred to as “Claims”); and
Supplier, subcontractor and suppliers expressly waive and relinquish any and all rights
which they now have, or may subsequently acquire, to file or maintain any Claim and
Supplier, subcontractor and suppliers agree that this provision waiving the right of Claims
will be an independent covenant.
B. Supplier will save and hold City harmless from and against any and all
Claims that may be filed by a subcontractor, supplier or any other person or entity and
Supplier will, at its own expense, defend any and all actions based upon such Claims and
will pay all charges of attorneys and all costs and other expenses arising from such
Claims.
Section 16. TERMINATION OF AGREEMENT BY CITY.
A. Should Supplier at any time refuse or fail to deliver the Goods with
promptness and diligence, or to perform any of its other obligations under the Agreement,
City may terminate Supplier’s right to proceed with the delivery of the Goods by written
notice to Supplier. In such event City may obtain the Goods by whatever method it may
deem expedient, including the hiring of another contractor or other contractors and, for
that purpose, may take possession of all materials, machinery, equipment, tools and
appliances and exercise all rights, options and privileges of Supplier. In such case
Supplier will not be entitled to receive any further payments until the Goods is delivered.
If City’s cost of obtaining the Goods, including compensation for additional managerial
Packet Page. 279
9
and administrative services, will exceed the unpaid balance of the Agreement, Supplier
will be liable for and will pay the difference to City.
B. City may, for its own convenience, terminate Supplier’s right to proceed with
the delivery of any portion or all of the Goods by written notice to Supplier. Such
termination will be effective in the manner specified in such notice, will be without
prejudice to any claims which City may have against Supplier, and will not affect the
obligations and duties of Supplier under the Agreement with respect to portions of the
Goods not terminated.
C. On receipt of notice under Section 16.B, Supplier will, with respect to the
portion of the Goods terminated, unless the notice states otherwise,
1. Immediately discontinue such portion of the Goods and the placing
of orders for materials, facilities, and supplies in connection with the Goods,
2. Unless otherwise directed by City, make every reasonable effort to
procure cancellation of all existing orders or contracts upon terms satisfactory to City;
and
3. Deliver only such portions of the Goods which City deems necessary
to preserve and protect those portions of the Goods already in progress and to protect
material, plant and equipment at the Goods site or in transit to the Goods site.
D. Upon termination pursuant to Section 16.B, Supplier will be paid a pro rata
portion of the compensation in the Agreement for any portion of the terminated Goods
already delivered, including material and services for which it has made firm contracts
which are not canceled, it being understood that City will be entitled to such material and
services. Upon determination of the amount of said pro rata compensation, City will
promptly pay such amount to Supplier upon delivery by Supplier of the releases of liens
and affidavit, pursuant to Section 7.C.
Section 17. FORCE MAJEURE
A. Supplier shall not be held responsible for failure or delay in shipping nor City
for failure or delay in accepting goods described herein if such failure or delay is due to a
Force Majeure Event.
B. A Force Majeure Event shall mean an event that materially affects a Party’s
performance and is one or more of the following: (1) Acts of God or other natural disasters
occurring at the project site; (2) terrorism or other acts of a public enemy; (3) orders of
governmental authorities (including, without limitation, unreasonable and unforeseeable
delay in the issuance of permits or approvals by governmental authorities that are
required for the work); (4) pandemics, epidemics or quarantine restrictions; and (5) strikes
and other organized labor action occurring at the project site and the effects thereof on
the work, only to the extent such strikes and other organized labor action are beyond the
control of Supplier and its subcontractors, of every tier, and to the extent the effects
Packet Page. 280
10
thereof cannot be avoided by use of replacement workers. For purposes of this section,
“orders of governmental authorities,” includes ordinances, emergency proclamations and
orders, rules to protect the public health, welfare and safety, and other actions of the City
in its capacity as a municipal authority.
C. In the event of any such excused interference with shipments, City shall
have the option either to reduce the quantity provided for in the order accordingly or to
exercise its right of cancellation as set forth in this Agreement.
Section 18. MISCELLANEOUS PROVISIONS.
A. Delivery of Notices. All notices permitted or required under this Agreement
shall be given to the respective parties at the following address or at such other address
as the respective parties may provide in writing for this purpose:
CITY:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: ROCHELLE CLAYTON, ACTING
CITY MANAGER
With Copy To:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Attorney
SUPPLIER:
622 E MISSION RD, SAN MARCOS, CA
92069
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and
addressed to the party at its applicable address. Actual notice shall be deemed adequate
notice on the date actual notice occurred, regardless of the method of service.
B. Assignment or Transfer. Supplier shall not assign or transfer any interest
in this Agreement whether by assignment or novation, without the prior written consent of
the City, which will not be unreasonably withheld. Provided, however, that claims for
money due or to become due Supplier from the City under this Agreement may be
assigned to a financial institution or to a trustee in bankruptcy, without such approval.
Notice of any assignment or transfer, whether voluntary or involuntary, shall be furnished
promptly to the City.
Packet Page. 281
11
C. Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the Parties.
D. Amendment; Modification. No supplement, modification, or amendment of
this Agreement shall be binding unless executed in writing and signed by both Parties.
E. Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party
any contractual rights by custom, estoppel or otherwise.
F. Governing Law. This Agreement shall be governed by the laws of the State
of California. Venue shall be in San Bernardino County.
G. Attorneys’ Fees and Costs. If any action in law or equity, including an action
for declaratory relief, is brought to enforce or interpret the provisions of this Agreement,
each Party shall pay its own attorneys’ fees.
H. Interpretation. Since the Parties or their agents have participated fully in
the preparation of this Agreement, the language of this Agreement shall be construed
simply, according to its fair meaning, and not strictly for or against any Party.
I. No Third Party Beneficiaries. There are no intended third party beneficiaries
of any right or obligation assumed by the Parties.
J. Authority to Enter Agreement. Each Party warrants that the individuals who
have signed this Agreement have the legal power, right and authority to make this
Agreement and bind each respective Party.
K. Invalidity; Severability. If any portion of this Agreement is declared invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions shall continue in full force and effect.
L. Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
M. City’s Right to Employ Other Suppliers. City reserves its right to employ
other contractors in connection with the Goods.
N. Entire Agreement. This Agreement constitutes the entire agreement
between the Parties relative to the Goods specified herein. There are no understandings,
agreements, conditions, representations, warranties or promises with respect to this
Agreement, except those contained in or referred to in the writing.
O. Electronic Signature. Each Party acknowledges and agrees that this
Agreement may be executed by electronic or digital signature, which shall be considered
Packet Page. 282
12
as an original signature for all purposes and shall have the same force and effect as an
original signature.
[SIGNATURES ON FOLLOWING PAGE]
Packet Page. 283
13
SIGNATURE PAGE TO GOODS PURCHASE AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO
AND HOLLANDIA DAIRY, INC
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on
the date first above written.
CITY OF SAN BERNARDINO
APPROVED BY:
ROCHELLE CLAYTON
City Manager
ATTESTED BY:
GENOVEVA ROCHA
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
HOLLANDIA DAIRY, INC.
Signature
Name
Title
Packet Page. 284
14
Exhibit A
Goods Specifications
See Price Form (ATTACHMENT 9)
Packet Page. 285
15
Exhibit B
Delivery Schedule
PLACE ORDER ON TUESDAYS – DELIVERIES ON THURSDAY
Packet Page. 286
16
Exhibit C
Fee Schedule
See Price Form (ATTACHMENT 9)
Packet Page. 287
Packet Page. 288
Packet Page. 289
Packet Page. 290
Packet Page. 291
Packet Page. 292
Packet Page. 293
Packet Page. 294
Packet Page. 295
Packet Page. 296
Packet Page. 297
Packet Page. 298
Packet Page. 299
Packet Page. 300
Packet Page. 301
Packet Page. 302
Packet Page. 303
Packet Page. 304
Packet Page. 305
Packet Page. 306
Packet Page. 307
Packet Page. 308
Packet Page. 309
Packet Page. 310
Packet Page. 311
Packet Page. 312
Packet Page. 313
Packet Page. 314
Packet Page. 315
Packet Page. 316
Packet Page. 317
Packet Page. 318
Packet Page. 319
Packet Page. 320
Packet Page. 321
Packet Page. 322
Packet Page. 323
2
2
3
6
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager;
Lynn Merrill, Director of Public Works, Operations and
Maintenance
Department:Public Works
Subject:Recommendation to Increase the Construction
Contingency and Construction Management Budget
for Nicholson Park Improvements Project. (Ward 6)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California adopt Resolution 2024-197:
1. Authorizing the Director of Finance and Management Services to amend the
FY 2024/25 CIP Budget with an additional $745,128 for the Nicholson Park
Improvements Project using the Measure S fund balance; and
2. Authorizing the Director of Finance and Management Services to increase
the construction contingency and construction management budget from
$1,290,000 to the total amount of $2,139,564.87; and
3. Authorizing the City Manager or designee to expend the contingency fund,
if necessary, to complete the project.
Executive Summary:
The City of San Bernardino has the opportunity to enhance Nicholson Park by
adding picnic shelters, shade sails/covers, and steel trellis improvements, totaling
$745,127.48, through a change order to the existing construction agreement with
Urban Habitat. Initially, only the base bid was awarded due to funding limitations;
however, an additional $1,746,044.73 has since been allocated to the project from
CDBG funding sources. This increase in funding allows for the completion of the
previously omitted items. Staff recommends allocating an additional $745,128 from
Measure S funds to replenish the contingency used for the change order additive
alternate scope of work.
Packet Page. 324
2
2
3
6
Background
Nicholson Neighborhood Park, located at 2737 West 2nd Street, is a City-owned 9.52-
acre park facility that includes recreational amenities and a community center building.
The recreational area of the park currently consists of two baseball diamonds with a
concession/score keeper area (restroom included), a community garden, outdoor
basketball court, picnic shelter, 10 picnic tables, two barbeque grills, a playground
area, restrooms, and parking lot. While the park area continues to see some general
community use, the community center building has been closed for programming for
several years due to financial challenges.
Over the past several years, Nicholson Neighborhood Park has become a target for
vandalism due to the lack of programmed activities at the site. Many of the supporting
outbuildings, irrigation, and lighting systems have been damaged beyond repair.
During preparation of the FY 2020/21 Capital Improvement Program (CIP), staff
recommended rehabilitation of the park to return the property to a safe and attractive
condition. Restoration of the park and its amenities will assist in drawing positive
activities back to the area and restore recreational opportunities for the surrounding
neighborhood.
On June 24, 2020, the Mayor and City Council approved Resolution No. 2020-128,
which adopted the City’s Annual Operating Budget for Fiscal Year 2020/21. This
budget included funding for the Nicholson Neighborhood Park Improvements project
(CIP Project PR21-006). The project initially received $1,000,000 from the Community
Development Block Grant (CDBG) and $186,833.31 from Meadowbrook Insurance
Claim funds, giving the project a total budget of $1,336,833.31.
On February 2, 2022, Resolution 2022-26 was adopted, allocating an additional
$8,850,000 in American Rescue Plan Act (ARPA) funds to complete the project. On
April 17, 2024, an additional $1,746,044.73 was reallocated to Nicholson Park as part
of amendments to the Community Development Block Grants 2023-2024 and 2020-21
Annual Action Plans.
For the design of the park, an agreement was made with RHA Landscape Architects –
Planners, Inc. on March 3, 2021, for $215,295. This agreement was amended on
August 3, 2022 (Amendment No. 1) to expand the scope of services for an additional
$197,250. Another amendment was approved on August 2, 2023 (Amendment No. 2)
to include more feedback in the design, costing an additional $47,300. The total design
budget for Nicholson Park is $459,845.
On December 6, 2023, the City of San Bernardino awarded a construction contract to
Urban Habitat for $8,147,197.56 to complete the base bid items for the Nicholson
Neighborhood Park Improvements project. On the same day, an additional $1,290,000
was approved for construction contingencies and construction management costs.
Subsequently, on February 21, 2024, a contract for construction management and
inspection services was awarded to Z&K Consultants for $471,876, with an extra
$47,187 allocated for professional services contingencies, reducing the original
$1,290,000 contingency fund to $770,937.
Packet Page. 325
2
2
3
6
As part of the December 6, 2023, approvals, the Mayor and City Council authorized
the City Manager, or their designee, to execute all necessary documents with Urban
Habitat and Z&K Consultants, including any required change orders. The City Manager
was also authorized to expend the contingency fund as needed to ensure the
completion of the project. Therefore, the City Manager has the authority to manage the
project’s approved budget and contractual adjustments without requirement of an
amendment or additional approval authority.
The following table details the funding and budget balance:
Discussion
Construction is currently underway for the Nicholson Park Improvements Project.
Due to funding limitations at the time of award, only the base bid was awarded to
Urban Habitat for construction. Since then, additional funding has been allocated to
the project in the amount of $1,746,044.73 from CDBG funding sources. As a result,
the City has the opportunity to construct the additive alternative items that were
previously omitted from the construction agreement.
There are also pending change orders for the Nicholson Park project totaling
$104,436.87 and cover various essential adjustments. Key items include
$49,502.53 for a sewer tie-in, $24,389.06 for orchard irrigation, and $20,391.71 for
orchard fencing. Additionally, smaller change orders address light pole removal,
unforeseen CMU work, trimming bushes, and constructing CMU dugouts. These
changes are necessary to ensure the project’s successful completion and address
unexpected needs that have arisen during construction. Staff will review the existing
change orders and utilize the existing ARPA funding as needed.
ARPA $8,850,000.00
CDBG $1,000,000.00
Insurance Liability $186,833.31
ADDED CDBG $1,736,043.73
Tot al Budget $11,772,877.04
Ni chol son Park Funding Det ail s
Vendors Cost s
RHA Architect $459,845.00
Urban Habitat $8,147,197.56
Contingency $770,937.00
Z&K CMCI (w/contingen $519,063.00
Avant Garde $2,000.00
Tot al Cost s $9,899,042.56
Packet Page. 326
2
2
3
6
Staff also recommends utilizing available contingency ARPA funding to construct
picnic shelters, shade sails/covers, and steel trellis improvements as listed in the
additive alternative bid schedule that was previously advertised on PlanetBids. The
cost of these additional change order items is $745,127.48. An additional $745,128
is requested from the Measure S Fund to cover any additional future costs.
This would bring the updated total budget to $12,518,005.04, which includes funding
from ARPA ($8,850,000.00), CDBG ($1,000,000.00), insurance liability
($186,833.31), additional CDBG funds ($1,736,043.73), and added Measure S funds
($745,128.00). Please note that staff shall bring a request to Mayor and City Council
for reallocation of ARPA funding to another Community Center project at Encanto
Park.
The project’s updated costs include expenses for RHA Architect ($459,845.00), Urban
Habitat ($8,147,197.56), and other associated vendors, with a contingency of
$770,937.00 and total change orders amounting to $104,436.87. The addition of
alternate change order scope items brings the total updated costs to $10,748,606.91.
Please see funding table below:
Vendors Updat ed Cost s
RHA Architect $459,845.00
Urban Habitat $8,147,197.56
Contingency $770,937.00
Z&K CMCI (w/contingen $519,063.00
Avant Garde $2,000.00
Total Pending C/Os $104,436.87
Add Alternate C/O $745,127.48
Tot al Updat ed Cost s $10,748,606.91
ARPA $8,850,000.00
CDBG $1,000,000.00
Insurance Liability $186,833.31
ADDED CDBG $1,736,043.73
Added Measure S $745,128.00
Tot al Updat ed Budget $12,518,005.04
Nichol son Park Updated Funding Det ail s
Packet Page. 327
2
2
3
6
2021-2025 Strategic Targets and Goals
Authorizing the execution of this agreement aligns with Key Target No. 3: Improved
Quality of Life. The completion of this project will improve the community’s quality of
life by providing safe and well-maintained park facilities.
Fiscal Impact
There is a $745,128.00 impact to Measure S associated with this action.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California adopt Resolution 2024-197:
1. Authorizing the Director of Finance and Management Services to amend the
FY 2024/25 CIP Budget with an additional $745,128 for the Nicholson Park
Improvements Project using the Measure S fund balance.; and
2. Authorizing the Director of Finance and Management Services to increase
the construction contingency and construction management budget from
$1,290,000 to the total amount of $2,139,564.87.; and
3. Authorizing the City Manager or designee to expend the contingency fund,
if necessary, to complete the project.
Attachments
Attachment 1 Resolution No. 2024-197
Ward:
Sixth Ward
Synopsis of Previous Council Actions:
April 15, 2020 Approval of the City's FY 2020/21 CDBG Action Plan.
June 24, 2020 Adoption of Resolution No. 2020-128 approving Capital
Improvement Program FY 2020/21.
March 3, 2021 Adoption of Resolution No. 2021-37 approving agreement with
RHA Landscape Architects - Planners, Inc. to provide design
services for the Nicholson Neighborhood Park.
February 2, 2022 Adoption of Resolution No. 2022-26 assigning American Rescue
Plan (ARP) funds in the amount of $8,850,000 to the Nicholson
Park Project in lieu of future grant funding.
August 3, 2022 Approval of Amendment No. 1 to agreement with RHA Landscape
Architects - Planners, Inc. to provide additional design
services for the Nicholson Neighborhood Park.
Packet Page. 328
2
2
3
6
August 2, 2023 Approval of Amendment No. 2 Agreement with RHA Landscape
Architects – Planners, Inc. for Nicholson Park Design
December 6, 2023 Award of Agreement with Urban Habitat for Construction of
Nicholson Neighborhood Park
February 21, 2024 Award of Agreement Construction Management and Inspection
Services for the Nicholson Park Improvements.
April 17, 2024 Approval of the Substantial Amendments to Fiscal Year 2023-
2024 and 2020-2021 Annual Action Plans for the Community
Development Block Grant.
Packet Page. 329
Resolution No. 2024-197
Resolution 2024-197
September 4, 2024
Page 1 of 4
5
4
4
3
RESOLUTION NO. 2024-197
AUTHORIZE THE DIRECTOR OF FINANCE AND
MANAGEMENT SERVICES TO AMEND THE FY 2024/25
CIP BUDGET WITH AN ADDITIONAL $745,128 FOR THE
NICHOLSON PARK IMPROVEMENTS PROJECT USING
THE MEASURE S FUND BALANCE.; AND AUTHORIZE
THE DIRECTOR OF FINANCE AND MANAGEMENT
SERVICES TO INCREASE THE CONSTRUCTION
CONTINGENCY AND CONSTRUCTION MANAGEMENT
BUDGET FROM $1,290,000 TO THE TOTAL AMOUNT OF
$2,139,564.87.; AND AUTHORIZE THE CITY MANAGER
OR DESIGNEE TO EXPEND THE CONTINGENCY FUND,
IF NECESSARY, TO COMPLETE THE PROJECT.
WHEREAS, The City Desires to construction additional picnic shelter, shade, and steel
trellis improvements at Nicholson Park.
WHEREAS, on June 24, 2020, the Mayor and City Council approved Resolution No.
2020-128, which adopted the City’s Annual Operating Budget for Fiscal Year 2020/21, providing
$1,000,000 from the Community Development Block Grant (CDBG) and $186,833.31 from
Meadowbrook Insurance Claim funds.
WHEREAS, on February 2, 2022, the Mayor and City Council approved Resolution 2022-
26, allocating an additional $8,850,000 in American Rescue Plan Act (ARPA) funds
WHEREAS, On April 17, 2024 the Mayor and City Council approved an additional
$1,746,044.73 as part of amendments to the Community Development Block Grants 2023-2024
and 2020-21 Annual Action Plans.
WHEREAS, on March 3, 2021, the Mayor and City Council approved a Design Services
Agreement with RHA Landscape Architets-Planners, Inc. in the amount of $215,295.
WHEREAS, on August 3, 2022, the Mayor and City Council approved Amendment No.
1 to the Design Services Agreement with RHA Landscape Architets-Planners, Inc. in the amount
of $197,250.
WHEREAS, on August 2, 2023, the Mayor and City Council approved Amendment No.
2 to the Design Services Agreement with RHA Landscape Architets-Planners, Inc. in the amount
of $47,300 for a total design budget of $459,845.
WHEREAS, on December 6, 2023, the Mayor and City Council approved a Construction
Agreement with Urban Habitat for the Construction of Nicholson Neighborhood Park in the
amount of $8,147,197.56.
Packet Page. 330
Resolution No. 2024-197
Resolution 2024-197
September 4, 2024
Page 2 of 4
5
4
4
3
WHEREAS, on February 21, 2024 the Mayor and City Council approved a Professional
Services Agreement with Z&K Consultants for Construction Management and Inspection services
in the amount off $471,876.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The Mayor and City Council hereby authorize the Director of Finance and
Management Services to amend the FY 2024/25 CIP Budget with an additional $745,128 for the
Nicholson Park Improvements Project using the Measure S fund balance.
SECTION 3. The Mayor and City Council hereby authorize increasing the construction
contingency and construction management budget from $1,290,000 to the total amount
$2,139,564.87.
SECTION 4. The Mayor and City Council hereby authorize the City Manager or designee
to expend the contingency fund, if necessary, to complete the Projects.
SECTION 5.The City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 6.Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Packet Page. 331
Resolution No. 2024-197
Resolution 2024-197
September 4, 2024
Page 3 of 4
5
4
4
3
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 332
Resolution No. 2024-197
Resolution 2024-197
September 4, 2024
Page 4 of 4
5
4
4
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. 2024-197, adopted at a regular meeting held on the 4th day of September 2024 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 ____________
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 333
2
2
6
8
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager;
Lynn Merrill, Director of Public Works, Operations, and
Maintenance
Department:Public Works
Subject:Award of Construction Agreement to F.E.C. Electric
Inc. (Ward 2, Ward 4)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California adopt Resolution 2024-199:
1.Approving the award of an Agreement with F.E.C. Electric, Inc. in the amount
of $1,653,396.02 for the Construction of the Speicher Park Multipurpose Field
and Newmark Park Ballfields Improvements (Projects); and
2.Authorizing the project construction contingencies, and administrative costs in
the amount of $550,000 for construction of the Project; and
3.Authorizing the Director of Finance and Management Services to utilize
$2,000,000 from the Ballfield Accessory Upgrades Project as follows:
$1,130,254 to Newmark Ballfield Lighting and $869,746 to Speicher Park
Multipurpose Field Lighting; and
4.Authorizing the City Manager or designee to execute all documents with F.E.C.
Electric, Inc., necessary to carry out the Projects; and
5.Authorizing the City Manager or designee to expend the contingency fund, if
necessary, to complete the Projects.
6. Finding the Project exempt from the California Environmental Quality Act
(“CEQA”) pursuant to State CEQA Guidelines § 15302 (“Replacement or
Reconstruction”).
Packet Page. 334
2
2
6
8
Executive Summary
Approving the Construction Agreement for Newmark Ballfield Lighting and Speicher
Park Multipurpose Field Projects would lead to the construction of new sports
lighting poles along with the pertinent improvements required for their operation.
The Construction Agreement with F.E.C. Electric, Inc. includes a cost of
$1,653,396.02. Additional funds are recommended for construction contingencies,
and administrative costs in the amount of $550,000. The current project cost for
these items is $2,203,396.02.
Background
The Mayor and City Council adopted Resolution No. 2021-138 approving and
adopting the Operating Budget and Capital Improvement Plan for FY 2020/21 on
June 16, 2021. This provided the starting budget of $600,000 for the Newmark
Ballfield lighting and $250,000 for the Speicher Park lighting from the AB 1600 Fund.
The Newmark Ballfield (PPR22-001) and Speicher Park Multiple Purpose Field
(PR22-003) projects will update the existing lighting to meet competition standards.
9 new sports poles will be installed at the Newmark location, and 6 new sports poles
will be installed at the Speicher location. In addition to the lighting, the controls and
related components will be installed as needed for each park location to ensure the
effective use of the lighting.
In June 2023, the previous Public Works Director transferred $2,000,000 from the
Ballfield Accessory Building Upgrade project through an internal budget
amendment. These funds were allocated as follows: $1,130,254 for the Newmark
Ballfield Lighting project, $869,746 for the Speicher Park Multipurpose Field Lighting
project.
Discussion
Staff is requesting the use of the $2,000,000 from the Ballfield Accessory Building
Upgrade project to allocate $1,130,254 for the Newmark Ballfield Lighting project
and $869,746 for the Speicher Park Multipurpose Field Lighting project.
The Speicher Multipurpose project has a total budget of $1,119,746.00, which
consists of $250,000.00 from the Adopted Budget (AB1600) and $869,746.00
transferred from the Ballfield Accessory project. To date, the project has incurred
expenses totaling $45,550.99, which have been allocated across several vendors,
including IDS Group ($40,434.87), Daily Journal ($772.80), SCE Line Extension
($2,242.77), and a reclassified amount to IDS Group ($2,100.55). After accounting
for these expenditures, $1,074,195.01 remains available in the budget, ensuring the
project is well within its financial limits.
Please see funding table below:
Packet Page. 335
2
2
6
8
Similarly, the Newmark Ballfield project has a total budget of $1,730,254.00, which
includes $600,000.00 from the Adopted Budget (AB1600) and $1,130,254.00
transferred from the Ballfield Accessory project. As of the latest report, the project
has incurred costs totaling $90,962.77, distributed among three vendors: IDS Group
($52,808.68), Daily Journal ($772.80), and SCE Meter Service ($37,381.29). With
a significant portion of the budget still unspent, this project is also well within its
financial constraints.
Please see funding tables below:
Adopted Budget (AB1600)$250,000.00
Ballfield Accessory Transfer $869,746.00
Total Park Budget $1,119,746.00
Vendors Cost s
IDS Group $40,434.87
Daily Journal $772.80
SCE Line Extension $2,242.77
IDS Group(re-classed)$2,100.55
Total Costs $45,550.99
Total Park Budget $1,119,746.00
Costs -$45,550.99
Remaining Park Budget $1,074,195.01
Speicher Mul tipurpose Park
Adopted Budget (AB1600)$600,000.00
Ballfield Accessory Transfer $1,130,254.00
Total Park Budget $1,730,254.00
Vendors Cost s
IDS Group $52,808.68
Daily Journal $772.80
SCE Meter Service $37,381.29
Total Costs $90,962.77
Total Park Budget $1,730,254.00
Costs -$90,962.77
Remaining Park Budget $1,639,291.23
Newmark Bal l f iel d
Packet Page. 336
2
2
6
8
Speicher Multipurpose project was advertised for public bidding on May 21, 2024,
through PlanetBids. On July 2, 2024, three sealed bids were received and opened.
The total base bid prices were as follows: F.E.C. Electric from Redlands, CA,
submitted a bid of $1,653,396.02; Southern Contracting Company from San
Marcos, CA, bid $1,988,558.00; and Ace Electric, Inc. from San Diego, CA, bid
$2,138,450.00.
Please see bidding details below:
Bidder City Base Bid
F.E.C. Electric Redlands, CA $1,653,396.02
Southern Contracting Company San Marcos, CA $1,988,558.00
Ace Electric, Inc. San Diego, CA $2,138,450.00
After a thorough bid evaluation, staff determined that F.E.C. Electric, Inc. of
Redlands, CA, is the responsive bidder with the lowest total base bid amount of
$1,653,396.02. In addition to the construction and professional services costs, staff
anticipates the need for an additional $550,000.00 to cover construction
contingencies, professional services contingencies, and administrative costs. This
brings the current total cost of the project, including construction, construction
management, administrative costs, and all contingencies, to $2,203,396.02.
Please see Project Budget Table below:
The careful evaluation and selection of F.E.C. Electric for the Speicher Multipurpose
project, along with the allocation of additional funds for contingencies, ensure that
the project will continue to progress within its financial constraints while addressing
potential unforeseen costs.
Environmental Impact
The Project is categorically exempt from the California Environmental Quality Act
(“CEQA”) pursuant to State CEQA Guidelines Section 15302, Replacement or
Reconstruction (“Class 2”). The Class 2 exemptions allows for the replacement or
reconstruction of existing structures or facilities where the new structure will be
located on the same site as the structure replaced and will have substantially the
same purpose and capacity as the structure replaced. Here, the Project involves
reconstructing the ballfield facilities located on the same site as the facilities.
Total Project Budget $2,713,486.24
F.E.C. Electric Bid -$1,653,396.02
Contingency -$550,000.00
Total Remaining Funds $510,090.22
Speicher & Newmark Project
Packet Page. 337
2
2
6
8
The City has also considered whether the proposed Project is subject to any
exception to the Class 2 exemption, as set forth in State CEQA Guidelines section
15300.2. No exception applies for the following reasons:
a) The location exception only applies to Class 3, 4, 5, 6, and 11 exemptions,
none of which are being utilized here.
b) The proposed Project would not result in any significant cumulative impacts
on the environment. The cumulative impacts exception does not apply
because the Project has no incrementally significant impacts on the
environment.
c) A categorical exemption may be subject to an exception where there is a
reasonable possibility that the activity will have a significant effect on the
environment due to unusual circumstances. The proposed Project does
not involve any unusual circumstances and has no potential to result in a
significant impact on the environment.
d) Under the “scenic highways” exception, a categorical exemption may be
subject to an exception where the project may result in damage to scenic
resources within a highway officially designated as a state scenic highway.
The exception does not apply here as the Project would not damage any
scenic resources within a state scenic highway.
e) The Project is not located on a site which is included on any list compiled
pursuant to Section 65962.5 of the Government Code.
f) The Project site does not contain a historical resource.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No.4: Economic Growth & Development.
Completion of this project will improve park assets by providing ADA compliant features
and improvements to the baseball field to provide a safe and well-maintained
community park.
Fiscal Impact
There is no General Fund impact associated with this action. The total available
funding is $2,713,486.24.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California adopt Resolution 2024-199:
1.Approving the award of an Agreement with F.E.C. Electric, Inc. in the amount
of $1,653,396.02 for the for Construction of the Speicher Park Multipurpose
Packet Page. 338
2
2
6
8
Field and Newmark Park Ballfields Improvements (Project); and
2.Authorizing the project construction contingencies, and administrative costs in
the amount of $550,000 for construction of the Project; and
3.Authorizing the Director of Finance and Management Services to utilize
$2,000,000 from the Ballfield Accessory Upgrades Project as follows:
$1,130,254 to Newmark Ballfield Lighting and $869,746 to Speicher Park
Multipurpose Field Lighting; and
4.Authorizing the City Manager or designee to expend the contingency fund, if
necessary, to complete the Project.
5. Finding the Project exempt from the California Environmental Quality Act
(“CEQA”) pursuant to State CEQA Guidelines § 15302 (“Replacement or
Reconstruction”).
Attachments
Attachment 1 Resolution No. 2024-199
Attachment 2 Construction Agreement with F.E.C. Electric, Inc.
Attachment 3 Bid Tabulation
Attachment 4 Bid Proposal
Attachment 5 Location Maps
Ward:
Second Ward
Synopsis of Previous Council Actions:
June 16, 2021 Mayor and City Council adopted Resolution No. 2021-138
approving and adopting the Operating Budget and Capital
Improvement Plan for FY 2020/21.
December 1, 2023 Mayor and City Council adopted Resolution No. 2021-303
approving the award of a Design Services Agreement with IDS
Group, Inc. in the amount of $91,143 for lighting circuit design
for the Newmark Ball Field and Speicher Multipurpose Field.
Packet Page. 339
Resolution No. 2024-199
Resolution 2024-199
September 4, 2024
Page 1 of 3
5
4
1
1
RESOLUTION NO. 2024-199
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVING THE AWARD OF AN AGREEMENT WITH
F.E.C. ELECTRIC, INC. IN THE AMOUNT OF $1,653,396.02
FOR THE CONSTRUCTION OF THE SPEICHER PARK
MULTIPURPOSE FIELD AND NEWMARK PARK
BALLFIELDS IMPROVEMENTS (PROJECTS); AND
AUTHORIZING THE PROJECT CONSTRUCTION
CONTINGENCIES, AND ADMINISTRATIVE COSTS IN
THE AMOUNT OF $550,000 FOR CONSTRUCTION OF THE
PROJECTS; AND AUTHORIZING THE DIRECTOR OF
FINANCE AND MANAGEMENT SERVICES TO UTILIZE
$2,000,000 FROM THE BALLFIELD ACCESSORY
UPGRADES PROJECT AS FOLLOWS: $1,130,254 TO
NEWMARK BALLFIELD LIGHTING AND $869,746 TO
SPEICHER PARK MULTIPURPOSE FIELD LIGHTING;
AND AUTHORIZING THE CITY MANAGER OR
DESIGNEE TO EXECUTE ALL DOCUMENTS WITH F.E.C.
ELECTRIC, INC., NECESSARY TO CARRY OUT THE
PROJECT; AND AUTHORIZING THE CITY MANAGER
OR DESIGNEE TO EXPEND THE CONTINGENCY FUND,
IF NECESSARY, TO COMPLETE THE PROJECTS.
WHEREAS, The Speicher Park Multipurpose Field and Newmark Ballfield are in need of
Light Pole Replacements and upgrades to the existing lighting to meet competition standards.
WHEREAS, on June 16, 2021, the Mayor and City Council Adopted Resolution 2021-
138 approving the Operating Budget and Capital Improvement Plan for FY 2020/21, providing
$600,000 for the Newmark Ballfield Lighting Project and $250,000 for the Speicher Park
Multipurpose Field Project.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The Mayor and City Council hereby approve the award of an Agreement
with F.E.C. Electric, Inc. in the amount of $1,653,396.02 for the for Construction of the Newmark
Ballfield Lighting, and Speicher Multipurpose Field Lighting (Projects).
SECTION 3. The Mayor and City Council hereby authorize the project construction
contingencies, and administrative costs in the amount of $550,000 for construction of the Projects.
Packet Page. 340
Resolution No. 2024-199
Resolution 2024-199
September 4, 2024
Page 2 of 3
5
4
1
1
SECTION 4. The Mayor and City Council hereby authorize the Director of Finance
and Management Services to utilize $2,000,000 from the Ballfield Accessory Upgrades Project
as follows: $1,130,254 to Newmark Ballfield Lighting and $869,746 to Speicher Park
Multipurpose Field Lighting.
SECTION 5. The Mayor and City Council hereby authorize the City Manager or
designee to execute all documents with F.E.C. Electric, Inc., necessary to carry out the Projects.
SECTION 6. The Mayor and City Council hereby authorize the City Manager or designee
to expend the contingency fund, if necessary, to complete the Projects.
SECTION 7.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 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 341
Resolution No. 2024-199
Resolution 2024-199
September 4, 2024
Page 3 of 3
5
4
1
1
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. 2024-199, adopted at a regular meeting held on the 4th day of September 2024 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 ____________
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 342
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-1-00 52 13 – CONTRACT FOR CONSTRUCTION
5
4
1
2
00 52 13 – CONTRACT FOR CONSTRUCTION
This Contract for Construction (“Contract”), No. PR22-001 & PR22003 is made and entered into
this 4th day of September, 2024 by and between the CITY OF SAN BERNARDINO , with its
principal place of business at Vanir Tower, 290 North D Street, San Bernardino, California
92401, sometimes hereinafter called the “City” and F.E.C. Electric Inc., sometimes hereinafter
called “Contractor.”
WITNESSETH: That the parties hereto have mutually covenanted and agreed, and by these
presents do covenant and agree with each other as follows:
ARTICLE 1. SCOPE OF WORK.
The Contractor shall perform all Work within the time stipulated in the Contract, and shall provide
all labor, materials, equipment, tools, utility services, and transportation to complete all of the
Work required in strict compliance with the Contract Documents as specified in Article 5, below,
for the following Project:
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGNGENEVIEVE CIRCUIT LIGHTING
UPGRADE PR22-001
& SPEICHER MULTIPURPOSE FIELD LIGHTING SYSTEM DESIGNRALSTON CIRCUIT
LIGHTING UPGRADE PR22-003
Contractor is an independent contractor and not an agent of the City. The Contractor and its
surety shall be liable to the City for any damages arising as a result of the Contractor’s failure to
comply with this obligation.
ARTICLE 2. TIME FOR COMPLETION.
Time is of the essence in the performance of the Work. The Work shall be commenced on the
date stated in the City’s Notice to Proceed. The Contractor shall complete all Work required by
the Contract Documents within 200 calendar days from the commencement date stated in the
Notice to Proceed. By its signature hereunder, Contractor agrees the time for completion set forth
above is adequate and reasonable to complete the Work.
ARTICLE 3. CONTRACT PRICE.
The City shall pay to the Contractor as full compensation for the performance of the Contract,
subject to any additions or deductions as provided in the Contract Documents, and including all
applicable taxes and costs, the sum of One Million Six Hundred Fifty-Three Thousand Nine
Hundred Nintey-Six Dollars and Two Cents ($1,653,396.02). Payment shall be made as set forth
in the General Conditions. The City will pay to Contractor compensation based upon the prices
set forth in the Bid Schedule.
ARTICLE 4. LIQUIDATED DAMAGES.
Contractor acknowledges that the City will sustain actual damages for each and every Day
completion of the Project is delayed beyond the Contract Time. Because of the nature of the
Packet Page. 343
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-2-00 52 13 – CONTRACT FOR CONSTRUCTION
5
4
1
2
Project, it would be impracticable or extremely difficult to determine the City’s actual damages.
Accordingly, in accordance with Government Code section 53069.85, it is agreed that the
Contractor will pay the City the sum of $1,500 for each and every calendar day of delay beyond
the time prescribed in the Contract Documents for finishing the Work, as Liquidated Damages
and not as a penalty or forfeiture. In the event this is not paid, the Contractor agrees the City may
deduct that amount from any money due or that may become due the Contractor under the
Contract. This Section does not exclude recovery of other damages specified in the Contract
Documents. Liquidated damages may be deducted from progress payments due Contractor,
Project retention or may be collected directly from Contractor, or from Contractor's surety. These
provisions for liquidated damages shall not prevent the City, in case of Contractor's default, from
terminating the Contractor.
ARTICLE 5. COMPONENT PARTS OF THE CONTRACT.
The “Contract Documents” include the following WITH APPENDICES:
Notice Inviting Bids
Instructions to Bidders
Bid Forms
Bid Acknowledgement
Bid Schedule
Bid Guarantee
Designation of Subcontractors
Information Required of Bidders
Non-Collusion Declaration Form
Iran Contracting Act Certification
Public Works Contractor DIR Registration Certification
Performance Bond
Payment (Labor and Materials) Bond
Contract for Construction
General Conditions
Special Conditions
Specifications
Addenda
Construction Plans and Drawings
Standard Specifications for Public Works Construction “Greenbook”, latest edition, Except
Sections 1-9
Applicable Local Agency Standards and Specifications, as last revised
Reference Specifications
Approved and fully executed Change Orders
Permits
Any other documents contained in or incorporated into the Contract
Appendix A – City of San Bernardino Business Registration Application Form
Appendix B – Pole Tags and SCE Maps
Appendix C – Construction 4’ x 8’ Project Signs
Appendix D – Restoration of Permanent Surfacing / Trenching (modified)
The Contractor shall complete the Work in strict accordance with all of the Contract Documents.
Packet Page. 344
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-3-00 52 13 – CONTRACT FOR CONSTRUCTION
5
4
1
2
All of the Contract Documents are intended to be complementary. Work required by one of the
Contract Documents and not by others shall be done as if required by all. In the event of conflict,
the various Contract Documents will be given effect in the order set forth in the General
Conditions. This Contract shall supersede any prior agreement of the parties.
ARTICLE 6. PROVISIONS REQUIRED BY LAW AND CONTRACTOR COMPLIANCE.
Each and every provision of law required to be included in these Contract Documents shall be
deemed to be included in these Contract Documents. The Contractor shall comply with all
requirements of applicable federal, state and local laws, rules and regulations, including, but not
limited to, the provisions of the California Labor Code and California Public Contract Code which
are applicable to this Work.
ARTICLE 7. INDEMNIFICATION.
Contractor shall provide indemnification and defense as set forth in the General Conditions.
ARTICLE 8. PREVAILING WAGES.
Contractor shall be required to pay the prevailing rate of wages in accordance with the Labor
Code which such rates shall be made available at the City’s Office or may be obtained online at
http://www.dir.ca.gov and which must be posted at the job site.
ARTICLE 9. FALSE CLAIMS.
Contractor acknowledges that if a false claim is submitted to the City, it may be considered fraud
and Contractor may be subject to criminal prosecution. Contractor acknowledges that the False
Claims Act, California Government Code sections 12650, et seq., provides for civil penalties
where a person knowingly submits a false claim to a public entity. These provisions include within
their scope false claims made with deliberate ignorance of the false information or in reckless
disregard of the truth or falsity of the information. In the event the City seeks to recover penalties
pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorneys’
fees. Contractor hereby acknowledges that the filing of a false claim may the Contractor to an
administrative debarment proceeding wherein Contractor may be prevented from further bidding
on public contracts for a period of up to five (5) years.
[REMAINDER OF PAGE LEFT INTENTIONALLY BLANK]
Packet Page. 345
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-4-00 52 13 – CONTRACT FOR CONSTRUCTION
5
4
1
2
IN WITNESS WHEREOF, this Contract has been duly executed by the above-named parties, on
the day and year above written.
CITY OF SAN BERNARDINO
By:
Rochelle Clayton
Acting City Manager
ATTEST:
By:
Genoveva, CMC, City Clerk
APPROVED AS TO FORM:
By:
Best Best & Krieger LLP
City Attorney
F.E.C. Electric Inc.
[IF CORPORATION, TWO SIGNATURES,
PRESIDENT OR VICE PRESIDENT AND
SECRETARY OR TREASURER REQUIRED]
By:
Its:
Printed Name:
[DELETE THE FOLLOWING SIGNATURE
LINE IF NOT REQUIRED]
By:
Its:
Printed Name:
____________________________________
Contractor’s License Number and
Classification
____________________________________
DIR Registration Number
(CONTRACTOR’S SIGNATURE MUST BE
NOTARIZED AND CORPORATE
SEAL AFFIXED, IF APPLICABLE)
END OF CONTRACT
Packet Page. 346
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-5-00 52 13 – CONTRACT FOR CONSTRUCTION
5
4
1
2
Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF ______________
On , 20___, before me, _______________________________, Notary Public, personally
appeared , who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to
me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their
signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed
the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph
is true and correct.
WITNESS my hand and official seal.
Signature of Notary Public
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document
and could prevent fraudulent removal and reattachment of this form to another document.
CAPACITY CLAIMED BY SIGNER
Individual
DESCRIPTION OF ATTACHED DOCUMENT
Corporate Officer
Title(s)Title or Type of Document
Partner(s)Limited
General Number of Pages
Attorney-In-Fact
Trustee(s)
Guardian/Conservator Date of Document
Other:
Signer is representing:
Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
Packet Page. 347
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-6-00 61 13 – BOND FORMS
5
4
1
2
00 61 13 – BOND FORMS
Performance Bond
KNOW ALL PERSONS BY THESE PRESENTS:
THAT WHEREAS, the CITY OF SAN BERNARDINO , with its principal place of business at
Vanir Tower, 290 North D Street, San Bernardino, California 92401, (hereinafter referred to as
the “City”) has awarded to _________________________, (hereinafter referred to as the
“Contractor”) an agreement for Contract No._________, (hereinafter referred to as the
“Project”).
WHEREAS, the work to be performed by the Contractor is more particularly set forth in the
Contract Documents for the Project dated ________________, (hereinafter referred to as
“Contract Documents”), the terms and conditions of which are expressly incorporated herein by
reference; and
WHEREAS, the Contractor is required by said Contract Documents to perform the terms thereof
and to furnish a bond for the faithful performance of said Contract Documents.
NOW, THEREFORE, we, ______________________, the undersigned Contractor and
________________________________________________ as Surety, a corporation organized
and duly authorized to transact business under the laws of the State of California, are held and
firmly bound unto the City in the sum of ___________________________ DOLLARS,
($____________), said sum being not less than one hundred percent (100%) of the total
amount of the Contract, for which amount well and truly to be made, we bind ourselves, our
heirs, executors and administrators, successors and assigns, jointly and severally, firmly by
these presents.
THE CONDITION OF THIS OBLIGATION IS SUCH, that, if the Contractor, his or its heirs,
executors, administrators, successors or assigns, shall in all things stand to and abide by, and
well and truly keep and perform the covenants, conditions and agreements in the Contract
Documents and any alteration thereof made as therein provided, on its part, to be kept and
performed at the time and in the manner therein specified, and in all respects according to their
intent and meaning; and shall faithfully fulfill all obligations including the one (1) year guarantee
of all materials and workmanship; and shall indemnify and save harmless the City, its officials,
officers, employees, and authorized volunteers, as stipulated in said Contract Documents, then
this obligation shall become null and void; otherwise it shall be and remain in full force and
effect.
As a part of the obligation secured hereby and in addition to the face amount specified
therefore, there shall be included costs and reasonable expenses and fees including reasonable
attorney’s fees, incurred by the City in enforcing such obligation.
As a condition precedent to the satisfactory completion of the Contract Documents, unless
otherwise provided for in the Contract Documents, the above obligation shall hold good for a
period of one (1) year after the acceptance of the work by the City, during which time if
Contractor shall fail to make full, complete, and satisfactory repair and replacements and totally
protect the City from loss or damage resulting from or caused by defective materials or faulty
Packet Page. 348
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-7-00 61 13 – BOND FORMS
5
4
1
2
workmanship. The obligations of Surety hereunder shall continue so long as any obligation of
Contractor remains. Nothing herein shall limit the City’s rights or the Contractor or Surety’s
obligations under the Contract, law or equity, including, but not limited to, California Code of
Civil Procedure Section 337.15.
Whenever Contractor shall be, and is declared by the City to be, in default under the Contract
Documents, the Surety shall remedy the default pursuant to the Contract Documents, or shall
promptly, at the City’s option:
i. Take over and complete the Project in accordance with all terms and conditions in
the Contract Documents; or
ii. Obtain a bid or bids for completing the Project in accordance with all terms and
conditions in the Contract Documents and upon determination by Surety of the
lowest responsive and responsible bidder, arrange for a Contract between such
bidder, the Surety and the City, and make available as work progresses sufficient
funds to pay the cost of completion of the Project, less the balance of the contract
price, including other costs and damages for which Surety may be liable. The term
“balance of the contract price” as used in this paragraph shall mean the total
amount payable to Contractor by the City under the Contract and any modification
thereto, less any amount previously paid by the City to the Contractor and any
other set offs pursuant to the Contract Documents.
iii. Permit the City to complete the Project in any manner consistent with California
law and make available as work progresses sufficient funds to pay the cost of
completion of the Project, less the balance of the contract price, including other
costs and damages for which Surety may be liable. The term “balance of the
contract price” as used in this paragraph shall mean the total amount payable to
Contractor by the City under the Contract and any modification thereto, less any
amount previously paid by the City to the Contractor and any other set offs
pursuant to the Contract Documents.
Surety expressly agrees that the City may reject any contractor or subcontractor which may be
proposed by Surety in fulfillment of its obligations in the event of default by the Contractor.
Surety shall not utilize Contractor in completing the Project nor shall Surety accept a bid from
Contractor for completion of the Project if the City, when declaring the Contractor in default,
notifies Surety of the City’s objection to Contractor’s further participation in the completion of the
Project.
The Surety, for value received, hereby stipulates and agrees that no change, extension of time,
alteration or addition to the terms of the Contract Documents or to the Project to be performed
thereunder shall in any way affect its obligations on this bond, and it does hereby waive notice
of any such change, extension of time, alteration or addition to the terms of the Contract
Documents or to the Project.
[REMAINDER OF PAGE LEFT INTENTIONALLY BLANK]
Packet Page. 349
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-8-00 61 13 – BOND FORMS
5
4
1
2
IN WITNESS WHEREOF, we have hereunto set our hands and seals this _______ day of
______________, 20___.
(Corporate Seal)
Contractor/ Principal
By
Title
(Corporate Seal)
Surety
By
Attorney-in-Fact
(Attach Attorney-in-Fact Certificate) Title
The rate of premium on this bond is ____________ per thousand. The total amount of premium
charges is $_______________________________.
(The above must be filled in by corporate attorney.)
THIS IS A REQUIRED FORM
Any claims under this bond may be addressed to:
(Name and Address of Surety) ___________________________________________
___________________________________________
___________________________________________
(Name and Address of Agent or ___________________________________________
Representative for service of ___________________________________________
process in California, if different ___________________________________________
from above)
(Telephone number of Surety ___________________________________________
and Agent or Representative for
service of process in California)
Packet Page. 350
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-9-00 61 13 – BOND FORMS
5
4
1
2
Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF ______________
On , 20___, before me, _______________________________, Notary Public, personally
appeared , who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to
me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their
signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed
the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph
is true and correct.
WITNESS my hand and official seal.
Signature of Notary Public
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document
and could prevent fraudulent removal and reattachment of this form to another document.
CAPACITY CLAIMED BY SIGNER
Individual
DESCRIPTION OF ATTACHED DOCUMENT
Corporate Officer
Title(s)Title or Type of Document
Partner(s)Limited
General Number of Pages
Attorney-In-Fact
Trustee(s)
Guardian/Conservator Date of Document
Other:
Signer is representing:
Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
NOTE: This acknowledgment is to be completed for Contractor/Principal.
Packet Page. 351
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-10-00 61 13 – BOND FORMS
5
4
1
2
Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF ______________
On , 20___, before me, _______________________________, Notary Public, personally
appeared , who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to
me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their
signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed
the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph
is true and correct.
WITNESS my hand and official seal.
Signature of Notary Public
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document
and could prevent fraudulent removal and reattachment of this form to another document.
CAPACITY CLAIMED BY SIGNER
Individual
DESCRIPTION OF ATTACHED DOCUMENT
Corporate Officer
Title(s)Title or Type of Document
Partner(s)Limited
General Number of Pages
Attorney-In-Fact
Trustee(s)
Guardian/Conservator Date of Document
Other:
Signer is representing:
Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
NOTE: This acknowledgment is to be completed for the Attorney-in-Fact. The Power-of Attorney to
local representatives of the bonding company must also be attached.
END OF PERFORMANCE BOND
Packet Page. 352
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-11-00 61 13 – BOND FORMS
5
4
1
2
Payment Bond (Labor and Materials).
KNOW ALL MEN BY THESE PRESENTS That
WHEREAS, the CITY OF SAN BERNARDINO , with its principal place of business at Vanir
Tower, 290 North D Street, San Bernardino, California 92401 (hereinafter designated as the
“City”), by action taken or a resolution passed ___________________ , 20_____, has awarded
to ________________________ hereinafter designated as the “Principal,” a contract for the
work described as follows: Contract No.____________ (the “Project”); and
WHEREAS, the work to be performed by the Contractor is more particularly set forth in the
Contract Documents for the Project dated ________________, (hereinafter referred to as
“Contract Documents”), the terms and conditions of which are expressly incorporated herein by
reference; and
WHEREAS, said Principal is required to furnish a bond in connection with said contract;
providing that if said Principal or any of its Subcontractors shall fail to pay for any materials,
provisions, provender, equipment, or other supplies used in, upon, for or about the performance
of the work contracted to be done, or for any work or labor done thereon of any kind, or for
amounts due under the Unemployment Insurance Code or for any amounts required to be
deducted, withheld, and paid over to the Employment Development Department from the wages
of employees of said Principal and its Subcontractors with respect to such work or labor the
Surety on this bond will pay for the same to the extent hereinafter set forth.
NOW THEREFORE, we, the Principal and __________________________ as Surety, are held
and firmly bound unto the City in the penal sum of ______________ Dollars ($___________)
lawful money of the United States of America, for the payment of which sum well and truly to be
made, we bind ourselves, our heirs, executors, administrators, successors and assigns, jointly
and severally, firmly by these presents.
THE CONDITION OF THIS OBLIGATION IS SUCH that if said Principal, his or its
subcontractors, heirs, executors, administrators, successors or assigns, shall fail to pay any of
the persons named in Civil Code Section 9100, fail to pay for any materials, provisions or other
supplies, used in, upon, for or about the performance of the work contracted to be done, or for
any work or labor thereon of any kind, or amounts due under the Unemployment Insurance
Code with respect to work or labor performed under the contract, or for any amounts required to
be deducted, withheld, and paid over to the Employment Development Department or Franchise
Tax Board from the wages of employees of the contractor and his subcontractors pursuant to
Revenue and Taxation Code Section 18663, with respect to such work and labor the Surety or
Sureties will pay for the same, in an amount not exceeding the sum herein above specified, and
also, in case suit is brought upon this bond, all litigation expenses incurred by the City in such
suit, including reasonable attorneys’ fees, court costs, expert witness fees and investigation
expenses.
This bond shall inure to the benefit of any of the persons named in Civil Code Section 9100 so
as to give a right of action to such persons or their assigns in any suit brought upon this bond.
It is further stipulated and agreed that the Surety on this bond shall not be exonerated or
released from the obligation of this bond by any change, extension of time for performance,
addition, alteration or modification in, to, or of any contract, plans, specifications, or agreement
Packet Page. 353
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-12-00 61 13 – BOND FORMS
5
4
1
2
pertaining or relating to any scheme or work of improvement herein above described, or
pertaining or relating to the furnishing of labor, materials, or equipment therefore, nor by any
change or modification of any terms of payment or extension of the time for any payment
pertaining or relating to any scheme or work of improvement herein above described, nor by any
rescission or attempted rescission or attempted rescission of the contract, agreement or bond,
nor by any conditions precedent or subsequent in the bond attempting to limit the right of
recovery of claimants otherwise entitled to recover under any such contract or agreement or
under the bond, nor by any fraud practiced by any person other than the claimant seeking to
recover on the bond and that this bond be construed most strongly against the Surety and in
favor of all persons for whose benefit such bond is given, and under no circumstances shall
Surety be released from liability to those for whose benefit such bond has been given, by
reason of any breach of contract between the owner or the City and original contractor or on the
part of any obligee named in such bond, but the sole conditions of recovery shall be that
claimant is a person described in Civil Code Section 9100, and has not been paid the full
amount of his claim.
The Surety, for value received, hereby stipulates and agrees that no change, extension of time,
alteration or addition to the terms of the Contract to be performed thereunder, shall in any way
affect its obligations on this bond, and it does hereby waive notice of any such change,
extension of time, alteration or addition to the terms of Contract, including but not limited to, the
provisions of Sections 2819 and 2845 of the California Civil Code.
IN WITNESS WHEREOF, we have hereunto set our hands and seals this _______ day of
______________, 20__.
(Corporate Seal)
Contractor/ Principal
By
Title
(Corporate Seal)
Surety
By
Attorney-in-Fact
(Attach Attorney-in-Fact Certificate) Title
Packet Page. 354
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-13-00 61 13 – BOND FORMS
5
4
1
2
Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF ______________
On , 20___, before me, _______________________________, Notary Public, personally
appeared , who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to
me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their
signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed
the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph
is true and correct.
WITNESS my hand and official seal.
Signature of Notary Public
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document
and could prevent fraudulent removal and reattachment of this form to another document.
CAPACITY CLAIMED BY SIGNER
Individual
DESCRIPTION OF ATTACHED DOCUMENT
Corporate Officer
Title(s)Title or Type of Document
Partner(s)Limited
General Number of Pages
Attorney-In-Fact
Trustee(s)
Guardian/Conservator Date of Document
Other:
Signer is representing:
Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
NOTE: This acknowledgment is to be completed for Contractor/Principal.
Packet Page. 355
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
PR22-001 & SPEICHER MULTIPURPOSE FIELD
LIGHTING SYSTEM DESIGN PR22-003
-14-00 61 13 – BOND FORMS
5
4
1
2
Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF ______________
On , 20___, before me, _______________________________, Notary Public, personally
appeared , who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to
me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their
signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed
the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph
is true and correct.
WITNESS my hand and official seal.
Signature of Notary Public
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document
and could prevent fraudulent removal and reattachment of this form to another document.
CAPACITY CLAIMED BY SIGNER
Individual
DESCRIPTION OF ATTACHED DOCUMENT
Corporate Officer
Title(s)Title or Type of Document
Partner(s)Limited
General Number of Pages
Attorney-In-Fact
Trustee(s)
Guardian/Conservator Date of Document
Other:
Signer is representing:
Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
NOTE: This acknowledgment is to be completed for the Attorney-in-Fact. The Power-of-Attorney to local
representatives of the bonding company must also be attached.
END OF PAYMENT BOND
Packet Page. 356
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-15-00 72 00 – GENERAL CONDITIONS
00 72 00 – GENERAL CONDITIONS
ARTICLE 1 -TERMS; DEFINITIONS
1.1 Defined Terms
A. Whenever used in the Contract Documents and printed with initial capital letters, the
terms listed below will have the meanings indicated which are applicable to both the
singular and plural thereof. In addition to terms specifically defined below, terms with
initial capital letters in the Contract Documents include references to identified
articles and paragraphs, and the titles of other documents or forms.
1. Act of God – An earthquake of magnitude of 3.5 or higher on the Richter scale or
a tidal wave.
2. Addenda -- Written or graphic instruments issued prior to the submission of Bids
which clarify, correct, or change the Contract Documents.
3. Additional Work -- New or unforeseen work will be classified as “Additional Work”
when the Engineer determines that it is not covered by the Contract.
4. Applicable Laws -- The laws, statutes, ordinances, rules, codes, regulations,
permits, and licenses of any kind, issued by local, state or federal governmental
authorities or private authorities with jurisdiction (including utilities), to the extent
they apply to the Work.
5. Bid -- The offer or proposal of a Bidder submitted on the prescribed form setting
forth the prices and other terms for the Work to be performed.
6. Bid Guarantee -- The Bid Bond, cashier’s check, or certified check to be made by
the Bidder, which is to accompany the Bid as a guaranty of good faith to enter into
a written contract.
7. Bidder -- The individual or entity who submits a Bid directly to the City.
8. Change Order (“CO”) -- A document that authorizes an addition, deletion, or
revision in the Work or an adjustment in the Contract Price or the Contract Times,
issued on or after the Effective Date of the Contract, in accordance with the
Contract Documents and in the form contained in the Contract Documents.
9. Change Order Request (“COR”) -- A request made by the Contractor for an
adjustment in the Contract Price and/or Contract Times as the result of a
Contractor-claimed change to the Work. This term may also be referred to as a
Change Order Proposal (“COP”), or Request for Change (“RFC”).
10. City’s Representative – The City Engineer, and acting through properly authorized
agents, such as the Engineer or such other agents acting within the scope of the
particular duties entrusted to them. Also sometimes referred to as the “City’s
Representative” or “Representative” in the Contract Documents. The terms the
City and Owner may be used interchangeably.
Packet Page. 357
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-16-00 72 00 – GENERAL CONDITIONS
11. Claim -- A demand or assertion by the City or Contractor seeking an adjustment of
Contract Price or Contract Times, or both, or other relief with respect to the terms
of the Contract. A demand for money or services by a third party is not a Claim.
12. Contract -- The entire integrated written agreement between the City and
Contractor concerning the Work. “Contract” may be used interchangeably with
“Agreement” in the Contract Documents. The Contract supersedes prior
negotiations, representations, or agreements, whether written or oral, and includes
all Contract Documents.
13. Contract Documents -- The documents listed in Section 00 52 13, Article 5 of the
Contract for Construction. Some documents provided by the City to the Bidders
and Contractor, including but not limited to reports and drawings of subsurface and
physical conditions are not Contract Documents.
14. Contract Price -- Amount to be paid by the City to the Contractor as full
compensation for the performance of the Contract and completion of the Work,
subject to any additions or deductions as provided in the Contract Documents, and
including all applicable taxes and costs.
15. Contract Time -- The number of days or the dates stated in the Contract
Documents to: achieve defined milestones, if any; and to complete the Work so
that it is ready for final payment.
16. Contractor -- The individual or entity with which the City has contracted for
performance of the Work.
17. Contractor’s Designated On-Site Representative -- The Contractor’s Designated
On-Site Representative will be identified by the Contractor and shall not be
changed without prior written consent of the City.
18. Critical Supply Shortage -- An unusual shortage in materials that is (a) supported
by documented proof that Contractor made every effort to obtain such materials
from all available sources; (b) such shortage is due to the fact that such materials
are not physically available from single or multiple sources or could have been
obtained only at exorbitant prices entirely inconsistent with current and standard
rates taking into account the quantities involved and the usual industry practices
in obtaining such quantities; and (c) such shortages and the difficulties in obtaining
alternate sources of materials could not have been known or anticipated by
Contractor at the time it submitted its bid or entered the Contract. Market
fluctuations in prices of materials, whether or not resulting from a Force Majeure
Event, does not constitute a Critical Supply Shortage.
19. Daily Rate -- The Daily Rate stipulated in the Contract Documents as full
compensation to the Contractor due to the City’s unreasonable delay to the Project
that was not contemplated by the parties.
20. Day -- A calendar day of 24 hours measured from midnight to the next midnight.
Packet Page. 358
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-17-00 72 00 – GENERAL CONDITIONS
21. Defective Work -- Work that is unsatisfactory, faulty, or deficient; or that does not
conform to the Contract Documents; or that does not meet the requirements of any
inspection, reference standard, test, or approval referenced in the Contract
Documents.
22. Demobilization -- The complete dismantling and removal by the Contractor of all
of the Contractor’s temporary facilities, equipment, and personnel at the Site.
23. Drawings -- That part of the Contract Documents prepared by of the Engineer of
Record which graphically shows the scope, extent, and character of the Work to
be performed by Contractor. Shop Drawings and other Contractor Submittals are
not Drawings as so defined.
24. Effective Date of the Contract -- The date indicated in the Contract on which it
becomes effective, but if no such date is indicated, it means the date on which the
Contract is signed and delivered by the last of the two parties to sign and deliver.
25. Engineer -- Whenever not qualified, shall mean the City Engineer or the Engineer
authorized to act for and in behalf of the City, acting either directly or through
properly authorized agents, such agents acting severally within the scope of the
particular duties entrusted to them.
26. Force Majeure Event -- An event that materially affects a party’s performance and
is one or more of the following: (1) Acts of God or other natural disasters occurring
at the Site; (2) terrorism or other acts of a public enemy; (3) orders of governmental
authorities (including, without limitation, unreasonable and unforeseeable delay in
the issuance of permits or approvals by governmental authorities that are required
for the Work); (4) pandemics, epidemics or quarantine restrictions; (5) strikes and
other organized labor action occurring at the Site and the effects thereof on the
Work, only to the extent such strikes and other organized labor action are beyond
the control of Contractor and its Subcontractors, of every Tier, and to the extent
the effects thereof cannot be avoided by use of replacement workers; and (6) a
Critical Supply Shortage. For purposes of this section, “orders of governmental
authorities,” includes ordinances, emergency proclamations and orders, rules to
protect the public health, welfare and safety, and other actions of the City in its
capacity as a municipal authority.
27. Hazardous Waste -- The term “Hazardous Waste” shall have the meaning provided
in Section 104 of the Solid Waste Disposal Act (42 U.S.C. § 6903) as amended
from time to time, or any substance or material identified as hazardous under any
state or federal statute governing handling, disposal and/or cleanup of any such
substance or material, whichever is more restrictive.
28. Holiday – Holidays occur on:
New Year’s Day - January 1
President’s Day – Third Monday in February
Memorial Day - Last Monday in May
Juneteenth – June 19
Independence Day - July 4
Packet Page. 359
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-18-00 72 00 – GENERAL CONDITIONS
Labor Day - First Monday in September
Veteran’s Day - November 11
Thanksgiving Day - Fourth Thursday in November
Friday after Thanksgiving
Christmas Eve – December 24
Christmas Day - December 25
Day After Christmas – December 26
New Year’s Eve – December 31
If any Holiday listed above falls on a Saturday, Saturday and the preceding Friday are
both Holidays. If the Holiday should fall on a Sunday, Sunday and the following Monday
are both Holidays.
29. Notice of Award -- The written notice by the City to the Successful Bidder stating
that upon timely compliance by the Successful Bidder with the conditions
precedent listed therein, the City will sign and deliver the Contract.
30. Notice of Completion -- The form which may be executed by the City constituting
final acceptance of the Project.
31. Notice to Proceed -- A written notice given by the City to Contractor fixing the date
on which the Contractor may proceed with the Work and when Contract Times will
commence to run.
32. Project -- The total construction of which the Work to be performed under the
Contract Documents may be the whole, or a part.
33. Record Drawings – The record set of as-builts prepared by the Contractor during
the Work in accordance with the requirements of the General Conditions.
34. Recyclable Waste Materials -- Materials removed from the Site which are required
to be diverted to a recycling center rather than an area landfill. Recyclable Waste
Materials include, but are not limited to, asphalt, concrete, brick, concrete block,
and rock.
35. Sample -- A physical example furnished by the Contractor to illustrate materials,
equipment or workmanship; to establish standards by which the Work will be
judged.
36. Schedule of Submittals -- A schedule, prepared and maintained by Contractor, of
required submittals and the time requirements to facilitate scheduled performance
of related construction activities.
37. Shop Drawings -- All drawings, diagrams, illustrations, schedules, and other data
or information which are specifically prepared or assembled by or for Contractor
and submitted by Contractor to illustrate some portion of the Work.
38. Site -- Lands or areas indicated in the Contract Documents as being furnished by
the City upon which the Work is to be performed, including rights-of-way and
Packet Page. 360
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-19-00 72 00 – GENERAL CONDITIONS
easements for access thereto, and such other lands furnished by the City which
are designated for the use of Contractor.
39. Specifications -- That part of the Contract Documents consisting of written
requirements for materials, equipment, systems, standards and workmanship as
applied to the Work, and certain administrative requirements and procedural
matters applicable thereto.
40. Stop Payment Notice -- A written notice as defined in Civil Code section 8044.
41. Subcontractor -- An individual or entity other than a Contractor having a contract
with any other entity than the City for performance of any portion of the Work at
the Site.
42. Submittal -- Written and graphic information and physical samples prepared and
supplied by the Contractor demonstrating various portions of the Work.
43. Successful Bidder -- The responsible Bidder submitting a responsive Bid to whom
the City makes an award.
44. Supplier -- A manufacturer, fabricator, supplier, distributor, material man, or vendor
having a direct contract with Contractor or with any Subcontractor to furnish
materials or equipment used in the performance of the Work or to be incorporated
in the Work.
45. Underground Facilities -- All underground pipelines, conduits, ducts, cables, wires,
manholes, vaults, tanks, tunnels, or other such facilities or attachments, and any
encasements containing such facilities, including those that convey electricity,
gases, steam, liquid petroleum products, telephone or other communications,
cable television, water, wastewater, storm water, other liquids or chemicals, or
traffic or other control systems.
46. Unit Price Work -- Work to be paid for on the basis of unit prices as provided by
the Contractor in its Bid or as adjusted in accordance with the Contract Documents.
47. Warranty -- A guarantee provided to the City by the Contractor that the Work will
remain free of defects and suitable for its intended use for the period required by
the Contract Documents or the longest period permitted by the law of this state,
whichever is longer.
48. Work -- The entire construction or the various separately identifiable parts thereof
required to be provided under the Contract Documents. Work includes and is the
result of performing or providing all labor, services, and documentation necessary
to produce such construction, and furnishing, installing, and incorporating all
materials and equipment into such construction, all as required by the Contract
Documents.
Packet Page. 361
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-20-00 72 00 – GENERAL CONDITIONS
1.2 Terminology.
A. The words and terms below are not defined but, when used in the Contract
Documents, have the indicated meaning.
1. The word “furnish,” when used in connection with services, materials, or
equipment, shall mean to supply and deliver said services, materials, or equipment
to the Site (or some other specified location) ready for use or installation and in
usable or operable condition.
2. The word “install,” when used in connection with services, materials, or equipment,
shall mean to put into use or place in final position said services, materials, or
equipment complete and ready for intended use.
3. The words “perform” or “provide,” when used in connection with services,
materials, or equipment, shall mean to furnish and install said services, materials,
or equipment complete and ready for intended use.
4. Regardless of whether “furnish,” “install,” “perform,” or “provide” is used in
connection with services, materials, or equipment, an obligation of Contractor is
implied.
B. Unless stated otherwise in the Contract Documents, words or phrases that have a
well-known technical or construction industry or trade meaning are used in the
Contract Documents in accordance with such recognized meaning.
ARTICLE 2 -PRELIMINARY MATTERS
2.1 Delivery of Contract Documents
A. Within ten (10) Days after receipt of the Notice of Award and before the City will
execute the Contract, the Contractor shall furnish and file with the City a signed
Contract and the necessary Performance Bond, Payment Bond, and Certificates of
Insurance and Endorsements, as well as any other documents specified in the
Contract Documents.
2.2 Bonds
A. Contractor shall submit the bonds on the forms provided with the Contract
Documents, duly executed by a responsible corporate surety admitted to transact
surety business in the State of California, as defined in Code of Civil Procedure
section 995.120, and listed in the United States Department of the Treasury circular
entitled "Companies Holding Certificates of Authority as Acceptable Sureties on
Federal Bonds and as Acceptable Reinsuring Companies," authorized to do
business in the State of California and acceptable to the City conditioned upon the
faithful performance by the Contractor of all requirements of the Contract
Documents. Each of the bonds shall be in a sum no less than one hundred percent
(100%) of the Contract Price. Bonds shall be delivered to the City within ten (10)
Days after receipt of the Notice of Award and before execution of the Contract by
the City.
Packet Page. 362
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-21-00 72 00 – GENERAL CONDITIONS
2.3 Evidence of Insurance
A. Prior to commencing any Work but no later than ten (10) Days after receipt of the
Notice of Award, the Contractor shall submit or cause to be submitted any and all
Certificates of Insurance and Endorsements, showing that the Contractor has the
required insurance, to the attention of the City. Such insurance is to be provided at
the sole cost and expense of the Contractor. No Work shall be performed until all of
the required insurance has been received and approved.
2.4 Execution of the Contract
A. Upon receipt of the required Contract Documents, the City will execute the Contract,
establishing the Effective Date of the Contract.
2.5 Contractor’s Failure to Perform
A. Should Contractor fail to comply with timelines provided above, the City shall retain
the right to enforce and collect on the Contractor’s Bid Guarantee, rescind award to
the Contractor and award the Contract to the next lowest responsive, responsible
bidder as determined by the City. If the City elects to accept bonds and insurance
submitted late, the Contract Times will begin to run as of the date stated in the Notice
to Proceed. However, the number of days beyond the original ten (10) Days it took
to receive the properly executed Contract and related items may be deducted from
the Contract Times.
2.6 Commencement of Contract Times; Notice to Proceed
A. The City will not issue a Notice to Proceed until after the Effective Date of the Contract.
Work shall commence within ten (10) Days of the date stated in the Notice to Proceed.
The Contract Times begin to run on the date specified in the Notice to Proceed. No
Work shall be done at the Site prior to the issuance of the Notice to Proceed.
2.7 Copies of Documents
A. Contractor will be furnished, free of charge, five (5) copies of the Contract
Documents. Additional copies may be obtained at cost of reproduction. Contractor
shall maintain a clean, undamaged set of Contract Documents, including Submittals,
at the Project site.
2.8 Substitution Requests, Schedule of Submittals, and Schedule
A. Substitution Requests. Within fifteen (15) Days after Notice of Award (unless
otherwise specified in the Contract Documents), Contractor shall provide all
substitution requests as further described in Section 00 72 00, Article 6.5.
B. Schedule of Submittals. Within five (5) Days after the issuance of the Notice of
Proceed (unless otherwise specified in the Contract Documents), Contractor shall
submit to the City a Schedule of Submittals that conforms with the requirements of
Section 00 72 00, Article 5.21.
Packet Page. 363
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-22-00 72 00 – GENERAL CONDITIONS
C. Schedule. Within ten (10) days after the issuance of the Notice of Proceed (unless
otherwise specified in the Contract Documents), the Contractor shall submit a
construction schedule that conforms with the requirements of Section 00 72 00,
Article 8.2.
2.9 Preconstruction Conference; Designation of Authorized Representatives.
A. Before any Work at the Site is started, a conference attended by the City, Contractor,
Engineer, and others as appropriate will be held to establish a working
understanding among the parties as to the Work and to discuss the schedules
referred to herein, procedures for handling Submittals and Shop Drawings,
processing applications for payment, and maintaining required records.
B. At this conference the City and Contractor each shall designate, in writing, a specific
individual to act as its authorized representative with respect to the services and
responsibilities under the Contract. Such individuals shall have the authority to
transmit instructions, receive information, render decisions relative to the Contract,
and otherwise act on behalf of each respective party.
2.10 Subcontractor Mobilization Meeting.
A. Prior to the start of each major Subcontractor’s Site Work, the Contractor, the
involved Subcontractor, and Engineer shall attend a pre-start meeting to discuss the
schedule, coordination, procedures, and other administrative issues.
2.11 Authority of Board; Engineer
A. The Board has the final authority in all matters affecting the Work. Within the scope
of the Contract, the Engineer has the authority to enforce compliance with the
Contract Documents. The Contractor shall promptly comply with instructions from
the Engineer.
B. The decision of the Engineer is final and binding on all questions relating to:
1. quantities;
2. acceptability of material, equipment, or work;
3. execution, progress or sequence of work;
4. interpretation of the Plans, Specifications, or other Contract Documents; and
5. Any other areas specifically identified in the Contract Documents or under the law.
C. Compliance with instructions from the Engineer shall be a condition precedent to any
payment under the Contract, unless otherwise ordered by the Board.
Packet Page. 364
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-23-00 72 00 – GENERAL CONDITIONS
2.12 Mobilization
A. When a Bid item is included in the Bid Schedule for mobilization, the costs of Work
in advance of construction operations and not directly attributable to any specific bid
item will be included in the progress estimate. When no bid item is provided for
mobilization payment for such costs will be deemed to be included in the other items
of the Work.
B. Payment for mobilization based on the lump sum provided in the Bid Schedule, shall
constitute full compensation for all such Work. No payment for mobilization will be
made until all of the listed items have been completed to the satisfaction of the
Engineer. The scope of the Work included under mobilization shall include, but shall
not be limited to, the following principal items:
1. Obtaining and paying for all bonds, insurance, and permits.
2. Moving on to the Project Site of all Contractor’s plant and equipment required for
the first month’s operations.
3. Installing temporary construction power, wiring, and lighting facilities, as
applicable.
4. Establishing fire protection system, as applicable.
5. Developing and installing a construction water supply, as applicable.
6. Providing and maintaining the field office trailers for the Contractor, if necessary,
and the Engineer (if specified), complete, with all specified furnishings and utility
services.
7. Providing on-site sanitary facilities and potable water facilities as specified per Cal-
OSHA and these Contract Documents.
8. Furnishing, installing, and maintaining all storage buildings or sheds required for
temporary storage of products, equipment, or materials that have not yet been
installed in the Work. All such storage shall meet manufacturer’s specified storage
requirements, and the specific provisions of the specifications, including
temperature and humidity control, if recommended by the manufacturer, and for
all security.
9. Arranging for and erection of Contractor’s work and storage yard.
10. Posting all OSHA required notices and establishment of safety programs per Cal-
OSHA.
11. Full-time presence of Contractor’s superintendent at the job Site as required
herein.
12. Submittal of construction schedule as required by the Contract Documents.
Packet Page. 365
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-24-00 72 00 – GENERAL CONDITIONS
ARTICLE 3 -CONTRACT DOCUMENTS; INTENT
3.1 Examination of Drawings, Specifications, and Site of Work
A. Examination of Contract Documents; Site. Before commencing any portion of the
Work, Contractor shall again carefully examine all applicable Contract Documents,
the Project Site, and other information given to Contractor as to materials and
methods of construction and other Project requirements. Contractor shall
immediately notify the Engineer of any potential error, inconsistency, ambiguity,
conflict, or lack of detail or explanation. If Contractor performs, permits, or causes
the performance of any Work which is in error, inconsistent or ambiguous, or not
sufficiently detailed or explained, Contractor shall bear any and all resulting costs,
including, without limitation, the cost of correction. In no case shall the Contractor
or any Subcontractor proceed with Work if uncertain as to the applicable
requirements.
B. Additional Instructions. After notification of any error, inconsistency, ambiguity,
conflict, or lack of detail or explanation, the Engineer will provide any required
additional instructions, by means of drawings or other written direction, necessary
for proper execution of Work.
C. Quality of Parts, Construction and Finish. All parts of the Work shall be of the best
quality of their respective kinds and the Contractor must use all diligence to inform
itself fully as to the required construction and finish.
D. Contractor’s Variation from Contract Document Requirements. If it is found that the
Contractor has varied from the requirements of the Contract Documents including
the requirement to comply with all Applicable Laws, the Engineer may at any time,
before or after completion of the Work, order the improper Work removed, remade
or replaced by the Contractor at the Contractor’s expense.
3.2 Intent of Contract Documents
A. The Contract Documents are complementary; what is required by any one will be
binding as if required by all. It is the intent of the Contract Documents to describe a
functionally complete Project (or part thereof) to be constructed in accordance with
the Contract Documents. Any labor, documentation, services, materials, or
equipment that reasonably may be inferred from the Contract Documents or from
prevailing custom or trade usage as being required to produce the indicated result
will be provided whether or not specifically called for, at no additional cost to the City.
B. The Contractor shall furnish, unless otherwise provided in the Contract Documents,
all materials, implements, machinery, equipment, tools, supplies and labor
necessary to the prosecution and completion of the Project.
C. Clarifications and interpretations of the Contract Documents shall be issued by the
Engineer as provided in these General Conditions.
D. If utilities to equipment/fixtures are not shown but are necessary to operate the
equipment/fixtures, the utilities service installation is considered to be part of the
Packet Page. 366
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-25-00 72 00 – GENERAL CONDITIONS
Work. The implied Work will conform to the appropriate sections of the Contract
Documents.
E. Organization of the Contract Documents into divisions, sections, and articles, and
arrangement of drawings shall not control the Contractor in dividing Work among
Subcontractors or in establishing the extent of Work to be performed by any trade.
3.3 Reference Standards.
A. Standards, Specifications, Codes, Laws, and Regulations.
1. Reference to federal specifications, federal standards, other standards,
specifications, manuals, or codes of any technical society, organization, or
association, or to Applicable Laws, whether such reference be specific or by
implication, shall mean the standard, specification, manual, code, or Applicable
Laws in effect at the time of opening of Bids (or on the Effective Date of the
Contract if there were no Bids), except as may be otherwise specifically stated in
the Contract Documents.
2. No provision of any such standard, specification, manual, or code, or any
instruction of a Supplier, shall be effective to change the duties or responsibilities
of the City, Contractor, or any of their Subcontractors, consultants, agents, or
employees, from those set forth in the Contract Documents. No such provision or
instruction shall be effective to assign to the City, or any of their officers, directors,
members, partners, employees, agents, consultants, or subcontractors, any duty
or authority to supervise or direct the performance of the Work or any duty or
authority to undertake responsibility inconsistent with the provisions of the Contract
Documents.
3.4 Reporting and Resolving Discrepancies; Order of Precedence.
A. Reporting Discrepancies.
1. The Contract Documents are intended to be fully cooperative and complementary.
Before undertaking each part of the Work, Contractor shall carefully study and
compare the Contract Documents and check and verify pertinent figures therein
and all applicable field measurements. Contractor shall promptly report in writing
to the City any conflict, error, ambiguity, or discrepancy which Contractor
discovers, should have discovered, or has actual knowledge of, and shall obtain a
written interpretation or clarification from the City before proceeding with any Work
affected thereby. If, during the performance of the Work, Contractor discovers any
conflict, error, ambiguity, or discrepancy within the Contract Documents, or
between the Contract Documents and (i) any Applicable Law, (ii) any standard,
specification, manual, or code, or (iii) any instruction of any Supplier, then
Contractor shall promptly submit a written Request for Information (RFI) to the City.
Contractor shall not proceed with the Work affected thereby (except in an
emergency) until an amendment or supplement to the Contract Documents has
been issued by one of the methods indicated in the Contract Documents, and any
Work performed by Contractor before receipt of an amendment or supplement
shall be at Contractor’s own risk.
Packet Page. 367
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-26-00 72 00 – GENERAL CONDITIONS
B. Order of Precedence.
1. In case of conflicts between the Contract Documents, the order of precedence
shall be as follows:
a. Permits from other agencies as may be required by law
b. Change Orders, most recent first
c. Contract
d. Addenda, most recent first
e. Special Conditions
f. Specifications
g. Construction Plans and Drawings(Contract Drawings)
h. General Conditions
i. Instructions to Bidders
j. Notice Inviting Bids
k. Contractor’s Bid (Bid Forms)
l. Standard Specifications for Public Works Construction “Greenbook” latest
edition (Sections 1-9 Excluded)
m. Applicable Local Agency Standards and Specifications
n. Standard Drawings
o. Reference Documents
2. With reference to the Drawings the order of precedence shall be as follows:
a. Figures govern over scaled dimensions
b. Detail drawings govern over general drawings
c. Addenda/Change Order drawings govern over Drawings
d. Contract Drawings govern over Standard Drawings
e. Contract Drawings govern over Shop Drawings
3. Notwithstanding the orders of precedence established above, in the event of
conflicts, the higher standard, higher quality and most expensive shall always
apply.
Packet Page. 368
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-27-00 72 00 – GENERAL CONDITIONS
3.5 Amending and Supplementing Contract Documents.
A. The Contract Documents may be amended to provide for additions, deletions, and
revisions in the Work or to modify the terms and conditions thereof only by Change
Order or written amendment to the Contract duly executed by the parties.
B. The requirements of the Contract Documents may be supplemented, and minor
variations and deviations in the Work may be authorized at no cost to the City, by
one or more of the following ways:
1. The City’s review of a Submittal, Shop Drawing, Sample or substitution request
without exception (subject to the provisions of the Contract Documents); or
2. The City’s issuance of a response to an RFI.
C. However, no review or RFI response will reduce or modify the Contractor’s obligation
to fully satisfy and comply with the requirements of the Contract Documents.
3.6 Reuse of Documents.
A. Contractor and any Subcontractor or Supplier shall not:
1. have or acquire any title to or ownership rights in any of the Drawings,
Specifications, or other documents (or copies of any thereof) prepared by or
bearing the seal of Engineer of Record or its consultants, including electronic
media editions; or
2. reuse any such Drawings, Specifications, other documents, or copies thereof on
extensions of the Project or any other project without written consent of the City
and Engineer of Record and specific written verification or adaptation by Engineer
of Record.
B. The prohibitions of this Article will survive final payment, or termination of the
Contract. Nothing herein shall preclude Contractor from retaining copies of the
Contract Documents for record purposes.
ARTICLE 4 -INDEMNIFICATION; INSURANCE
4.1 Indemnification
A. To the fullest extent permitted by law, Contractor shall immediately defend (with
counsel of the City’s choosing), indemnify and hold harmless the City, its officials,
officers, agents, employees, and representatives, and each of them from and
against:
1. Any and all claims, demands, causes of action, costs, expenses, injuries, losses
or liabilities, in law or in equity, of every kind or nature whatsoever, but not limited
to, injury to or death, including wrongful death, of any person, and damages to or
destruction of property of any person, arising out of, related to, or in any manner
directly or indirectly connected with the Work or this Contract, including claims
Packet Page. 369
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-28-00 72 00 – GENERAL CONDITIONS
made by subcontractors for nonpayment, including without limitation the payment
of all consequential damages and attorney’s fees and other related costs and
expenses, however caused, regardless of whether the allegations are false,
fraudulent, or groundless, and regardless of any negligence of the City or its
officers, employees, or authorized volunteers (including passive negligence),
except the sole negligence or willful misconduct or active negligence of the City or
its officials, officers, employees, or authorized volunteers.
2. Contractor’s defense and indemnity obligation herein includes, but is not limited to
damages, fines, penalties, attorney’s fees and costs arising from claims under the
Americans with Disabilities Act (ADA) or other federal or state disability access or
discrimination laws arising from Contractor’s Work during the course of
construction of the improvements or after the Work is complete, as the result of
defects or negligence in Contractor’s construction of the improvements.
3. Any and all actions, proceedings, damages, costs, expenses, fines, penalties or
liabilities, in law or equity, of every kind or nature whatsoever, arising out of,
resulting from, or on account of the violation of any governmental law or regulation,
compliance with which is the responsibility of Contractor;
4. Any and all losses, expenses, damages (including damages to the Work itself),
attorney’s fees, and other costs, including all costs of defense which any of them
may incur with respect to the failure, neglect, or refusal of Contractor to faithfully
perform the Work and all of Contractor’s obligations under Contract. Such costs,
expenses, and damages shall include all costs, including attorney’s fees, incurred
by the indemnified parties in any lawsuit to which they are a party.
B. Contractor shall immediately defend, at Contractor’s own cost, expense and risk,
with the counsel of the City choosing, any and all such aforesaid suits, actions or
other legal proceedings of every kind that may be brought or instituted against the
City, its officials, officers, agents, employees and representatives. Contractor shall
pay and satisfy any judgment, award or decree that may be rendered against the
City, its officials, officers, employees, agents, employees and representatives, in any
such suit, action or other legal proceeding. Contractor shall reimburse the City, its
officials, officers, agents, employees and representatives for any and all legal
expenses and costs incurred by each of them in connection therewith or in enforcing
the indemnity herein provided. The only limitations on this provision shall be those
imposed by Civil Code section 2782.
C. The provisions of this Article shall survive the termination of this Contract howsoever
caused, and no payment, partial payment, or acceptance of occupancy in whole or
part of the Work shall waive or release any of the provisions of this Article.
4.2 Insurance
The Contractor shall obtain, and at all times during performance of the Work of Contract, maintain
all of the insurance described in this Article. Contractor shall not commence Work under this
Contract until it has provided evidence satisfactory to the City that it has secured all insurance
required hereunder. Contractor shall not allow any Subcontractor to commence work on any
subcontract until it has provided evidence satisfactory to the City that the subcontractor has
Packet Page. 370
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-29-00 72 00 – GENERAL CONDITIONS
secured all insurance required under this Article. Failure to provide and maintain all required
insurance shall be grounds for the City to terminate this Contract for cause. Contractor shall
furnish the City with original certificates of insurance and endorsements effective coverage
required by this Contract on forms satisfactory to the City. The certificates and endorsements for
each insurance policy shall be signed by a person authorized by that insurer to bind coverage on
its behalf, and shall be on forms acceptable to the City. All certificates and endorsements must
be received and approved by the City before Work commences.
A.Additional Insureds; Waiver of Subrogation. The City, its officials, officers,
employees, agents and authorized volunteers shall be named as Additional Insureds
on Contractor’s All Risk policy and on Contractor’s and its subcontractors’ policies
of Commercial General Liability and Automobile Liability insurance using, for
Contractor’s policy/ies of Commercial General Liability insurance, ISO CG forms 20
10 and 20 37 (or endorsements providing the exact same coverage, including
completed operations), and, for subcontractors’ policies of Commercial General
Liability insurance, ISO CG form 20 38 (or endorsements providing the exact same
coverage). Notwithstanding the minimum limits set forth in this Contract for any type
of insurance coverage, all available insurance proceeds in excess of the specified
minimum limits of coverage shall be available to the parties required to be named as
Additional Insureds hereunder. All insurance coverage maintained or procured
pursuant to this Contract shall be endorsed to waive subrogation against the City, its
officers, officials, agents, employees or volunteers or shall specifically allow
Contractor - or others providing insurance evidence in compliance with these
specifications - to waive their right of recovery prior to a loss. Contractor hereby
waives its own right of recovery against the City, and shall require similar written
express waivers and insurance clauses from each of its subcontractors. Copies of
these waivers shall be submitted to the City prior to commencement of work.
B.Workers’ Compensation Insurance. The Contractor shall provide workers’
compensation insurance for all of the employees engaged in Work under this
Contract, on or at the Site, and, in case of any sublet Work, the Contractor shall
require the subcontractor similarly to provide workers’ compensation insurance for
all the latter’s employees as prescribed by State law. Any class of employee or
employees not covered by a subcontractor’s insurance shall be covered by the
Contractor’s insurance. In case any class of employees engaged in work under this
Contract, on or at the Site, is not protected under the Workers’ Compensation
Statutes, the Contractor shall provide or shall cause a subcontractor to provide,
adequate insurance coverage for the protection of such employees not otherwise
protected. The Contractor is required to secure payment of compensation to his
employees in accordance with the provisions of section 3700 of the Labor Code.
The Contractor shall file with the City certificates of his insurance protecting workers.
Company or companies providing insurance coverage shall be acceptable to the
City, if in the form and coverage as set forth in the Contract Documents.
C.Employer’s Liability Insurance. Contractor shall provide Employer’s Liability
Insurance, including Occupational Disease, in the amount of at least one million
dollars ($1,000,000.00) per person per accident. Contractor shall provide the City
with a certificate of Employer’s Liability Insurance. Such insurance shall comply with
the provisions of the Contract Documents. The policy shall be endorsed, if
Packet Page. 371
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-30-00 72 00 – GENERAL CONDITIONS
applicable, to provide a Borrowed Servant/Alternate Employer Endorsement and
contain a Waiver of Subrogation in favor of the City.
D.Commercial General Liability Insurance. Contractor shall provide “occurrence”
form Commercial General Liability insurance coverage at least as broad as the most
current ISO CGL Form 00 01, including but not limited to, premises liability,
contractual liability, products/completed operations, personal and advertising injury
which may arise from or out of Contractor’s operations, use, and management of the
Site, or the performance of its obligations hereunder. The policy shall not contain
any exclusion contrary to this Contract including but not limited to endorsements or
provisions limiting coverage for (1) contractual liability (including but not limited to
ISO CG 24 26 or 21 39); or (2) cross-liability for claims or suits against one insured
against another. Policy limits shall not be less than $2,000,000 per occurrence for
bodily injury, personal injury and property damage. If Commercial General Liability
Insurance or other form with a general aggregate limit is used, either the general
aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit. Defense costs shall be
paid in addition to the limits.
1. Such policy shall comply with all the requirements of this Article. The limits set forth
herein shall apply separately to each insured against whom claims are made or
suits are brought, except with respect to the limits of liability. Further the limits set
forth herein shall not be construed to relieve the Contractor from liability in excess
of such coverage, nor shall it limit Contractor’s indemnification obligations to the
City, and shall not preclude the City from taking such other actions available to the
City under other provisions of the Contract Documents or law.
2. All general liability policies provided pursuant to the provisions of this Article shall
comply with the provisions of the Contract Documents.
3. All general liability policies shall be written to apply to all bodily injury, including
death, property damage, personal injury, owned and non-owned equipment,
blanket contractual liability, completed operations liability, explosion, collapse,
under-ground excavation, removal of lateral support, and other covered loss,
however occasioned, occurring during the policy term, and shall specifically insure
the performance by Contractor of that part of the indemnification contained in these
General Conditions relating to liability for injury to or death of persons and damage
to property.
4. If the coverage contains one or more aggregate limits, a minimum of 50% of any
such aggregate limit must remain available at all times; if over 50% of any
aggregate limit has been paid or reserved, the City may require additional
coverage to be purchased by Contractor to restore the required limits. Contractor
may combine primary, umbrella, and as broad as possible excess liability coverage
to achieve the total limits indicated above. Any umbrella or excess liability policy
shall include the additional insured endorsement described in the Contract
Documents.
Packet Page. 372
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-31-00 72 00 – GENERAL CONDITIONS
5. All policies of general liability insurance shall permit and Contractor does hereby
waive any right of subrogation which any insurer of Contractor may acquire from
Contractor by virtue of the payment of any loss.
E.Automobile Liability Insurance. Contractor shall provide Automobile Liability
Insurance at least as broad as ISO CA 00 01 (Any Auto) in the amount of, at least,
one million dollars ($1,000,000) per accident for bodily injury and property damage.
Such insurance shall provide coverage with respect to the ownership, operation,
maintenance, use, loading or unloading of any auto owned, leased, hired or
borrowed by Contractor or for which Contractor is responsible, in a form and with
insurance companies acceptable to the City. All policies of automobile insurance
shall permit and Contractor does hereby waive any right of subrogation which any
insurer of Contractor may acquire from Contractor by virtue of the payment of any
loss.
F.Builder’s Risk [“All Risk”]
1. It is the Contractor’s responsibility to maintain or cause to be maintained Builder’s
Risk [“All Risk”] extended coverage insurance on all work, material, equipment,
appliances, tools, and structures that are or will become part of the Work and
subject to loss or damage by fire, and vandalism and malicious mischief, in an
amount to cover 100% of the replacement cost. The City accepts no responsibility
for the Work until the Work is formally accepted by the City. The Contractor shall
provide a certificate evidencing this coverage before commencing performance of
the Work.
2. The named insureds shall be Contractor, all Subcontractors of any tier (excluding
those solely responsible for design work), suppliers, and the City, its elected
officials, officers, employees, agents and authorized volunteers, as their interests
may appear. Contractor shall not be required to maintain property insurance for
any portion of the Work following acceptance by the City.
3. Policy shall be provided for replacement value on an “all risk” basis. There shall
be no coinsurance penalty provision in any such policy. Policy must include: (1)
coverage for any ensuing loss from faulty workmanship, nonconforming work,
omission or deficiency in design or specifications; (2) coverage against machinery
accidents and operational testing; (3) coverage for removal of debris, and insuring
the buildings, structures, machinery, equipment, materials, facilities, fixtures and
all other properties constituting a part of the Project; (4) transit coverage, including
ocean marine coverage (unless insured by the supplier), with sub-limits sufficient
to insure the full replacement value of any key equipment item; and (5) coverage
with sub-limits sufficient to insure the full replacement value of any property or
equipment stored either on or off the Site. Such insurance shall be on a form
acceptable to the City to ensure adequacy and sublimit.
4. In addition, the policy shall meet the following requirements:
a. Insurance policies shall be so conditioned as to cover the performance of any
extra work performed under the Contract.
Packet Page. 373
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-32-00 72 00 – GENERAL CONDITIONS
b. Coverage shall include all materials stored on site and in transit.
c. Coverage shall include Contractor’s tools and equipment.
d. Insurance shall include boiler, machinery and material hoist coverage.
G.NOT USED.
H. Contractor shall require all tiers of Subcontractors working under this Contract to
provide the insurance required under this Article unless otherwise agreed to in
writing by the City. Contractor shall make certain that any and all Subcontractors
hired by Contractor are insured in accordance with this Contract. If any
Subcontractor’s coverage does not comply with the foregoing provisions, Contractor
shall indemnify and hold the City harmless from any damage, loss, cost, or expense,
including attorneys’ fees, incurred by the City as a result thereof.
I. Notwithstanding the minimum limits set forth in this Contract for any type of
insurance coverage, if Contractor maintains higher limits than the minimums shown
above, the City requires and shall be entitled to coverage for the higher limits
maintained by the Contractor. Any available insurance proceeds in excess of the
specified minimum limits of insurance and coverage shall be available to the City.
J.Form and Proof of Carriage of Insurance
1. Any insurance carrier providing insurance coverage required by the Contract
Documents shall be admitted to and authorized to do business in the State of
California unless waived, in writing, by the City’s Risk Manager. Carrier(s) shall
have an A.M. Best rating of not less than an A:VII. Insurance deductibles or self-
insured retentions must be declared by the Contractor. At the election of the City
the Contractor shall either 1) reduce or eliminate such deductibles or self-insured
retentions, or 2) procure a bond which guarantees payment of losses and related
investigations, claims administration, and defense costs and expenses. If umbrella
or excess liability coverage is used to meet any required limit(s) specified herein,
the Contractor shall provide a “follow form” endorsement satisfactory to the City
indicating that such coverage is subject to the same terms and conditions as the
underlying liability policy.
2. Each insurance policy required by this Contract shall be endorsed to state that: (1)
coverage shall not be suspended, voided, reduced or cancelled except after thirty
(30) days prior written notice by certified mail, return receipt requested, has been
given to the City; and (2) any failure to comply with reporting or other provisions of
the policies, including breaches of warranties, shall not affect coverage provided
to the City, its officials, officers, agents, employees, and volunteers.
3. The Certificates(s) and policies of insurance shall contain or shall be endorsed to
contain the covenant of the insurance carrier(s) that it shall provide no less than
thirty (30) days written notice be given to the City prior to any material modification
or cancellation of such insurance. In the event of a material modification or
cancellation of coverage, the City may terminate the Contract or stop the Work in
accordance with the Contract Documents, unless the City receives, prior to such
Packet Page. 374
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-33-00 72 00 – GENERAL CONDITIONS
effective date, another properly executed original Certificate of Insurance and
original copies of endorsements or certified original policies, including all
endorsements and attachments thereto evidencing coverage’s set forth herein and
the insurance required herein is in full force and effect. Contractor shall not take
possession, or use the Site, or commence operations under this Contract until the
City has been furnished original Certificate(s) of Insurance and certified original
copies of endorsements or policies of insurance including all endorsements and
any and all other attachments as required in this Article. The original
endorsements for each policy and the Certificate of Insurance shall be signed by
an individual authorized by the insurance carrier to do so on its behalf.
4. The Certificate(s) of Insurance, policies and endorsements shall so covenant and
shall be construed as primary, and the City’s insurance and/or deductibles and/or
self-insured retentions or self-insured programs shall not be construed as
contributory.
5. The City reserves the right to adjust the monetary limits and types of insurance
coverages during the term of this Contract including any extension thereof if, in the
City’s reasonable judgment, the amount or type of insurance carried by the
Contractor becomes inadequate.
6. Contractor shall report to the City, in addition to the Contractor’s insurer, any and
all insurance claims submitted by the Contractor in connection with the Work under
this Contract.
7. Products/completed operations coverage shall extend a minimum of three years
after the project completion. Coverage shall be included on behalf of the insured
for covered claims arising out of the actions of independent contractors. If the
insured is using subcontractors, the policy must include work performed “by or on
behalf” of the insured. Policy shall contain no language that would invalidate or
remove the insurer’s duty to defend or indemnify for claims or suits expressly
excluded from coverage. Policy shall specifically provide for a duty to defend on
the part of the insurer. The City, its officers, officials, agents employees, and
volunteers shall be included as insureds under the policy.
ARTICLE 5 -CONTRACTOR RESPONSIBILITIES; REGULATORY REQUIREMENTS
5.1 Applicable Laws
A. Contractor shall give all notices required by and shall comply with all Applicable Laws
applicable to the performance of the Work. Except where otherwise expressly
required by Applicable Laws, neither the City nor the City’s Representative shall be
responsible for monitoring Contractor’s compliance with any Applicable Laws. If
Contractor performs any Work knowing or having reason to know that it is contrary
to Applicable Laws, Contractor shall bear all claims, costs, losses, and damages
(including but not limited to all fees and charges of engineers, architects, attorneys,
and other professionals and all court or arbitration or other dispute resolution costs)
arising out of or relating to such Work.
Packet Page. 375
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-34-00 72 00 – GENERAL CONDITIONS
5.2 Permits and Licenses
A. Permits and licenses necessary for prosecution of the Work shall be secured and
paid for by Contractor, including, but not limited to, excavation permit, for plumbing,
mechanical and electrical work and for operations in or over public streets or right of
way under jurisdiction of public agencies other than the City, unless otherwise
specified in the Contract Documents.
B. The Contractor shall arrange and pay for all off-site inspection of the Work related to
permits and licenses, including certification, required by the specifications, drawings,
or by governing authorities, except for such off-site inspections delineated as the
City’s responsibility pursuant to the Contract Documents.
C. Before acceptance of the Work, the Contractor shall submit all licenses, permits,
certificates of inspection and required approvals to the City.
5.3 Taxes
A. Contractor shall pay all sales, consumer, use, and other similar taxes required to be
paid in accordance with the Applicable Laws of the place of the Project which are
applicable during the performance of the Work. In accordance with Revenue and
Taxation Code section 107.6, the Contract Documents may create a possessory
interest subject to personal property taxation for which Contractor will be
responsible.
5.4 Traffic Control
A. Traffic control plans, if required, shall be prepared at Contractor’s expense. Traffic
control shall be performed at Contractor’s expense in accordance with the
requirements of the City and/or the local agency with jurisdiction. Costs for traffic
control plans, implementation of traffic control, or traffic signal services required by
the City shall be included in the Contractor’s Bid.
B. All warning signs and safety devices used by the Contractor to perform the Work
shall conform to the requirements contained in the State of California, Department
of Transportation’s current edition of “Manual of Traffic Controls for Construction and
Maintenance Work Zones” or to the requirements of the local agency. The Contractor
shall also be responsible for all traffic control required by the agency having
jurisdiction over the Project on the intersecting streets. Contractor must submit a
traffic control plan to the agency having jurisdiction over the Project for approval prior
to starting Work.
C. The Contractor’s representative on the site responsible for traffic control shall
produce evidence that he/she has completed training acceptable to the California
Department of Transportation for safety through construction zones. All of the streets
in which the Work will occur shall remain open to traffic and one lane of traffic
maintained at all times unless otherwise directed by the agency of jurisdiction.
Businesses and residences adjacent to the Work shall be notified forty-eight (48)
hours in advance of closing of driveways. The Contractor shall make every effort to
minimize the amount of public parking temporarily eliminated due to construction in
Packet Page. 376
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-35-00 72 00 – GENERAL CONDITIONS
areas fronting businesses. No stockpiles of pipe or other material will be allowed in
traveled right-of-ways after working hours unless otherwise approved by the
Engineer.
5.5 Safety
A. Contractor shall be solely responsible for all safety precautions and programs in
connection with the Work. Such responsibility does not relieve Subcontractors of
their responsibility for the safety of persons or property in the performance of their
work, nor for compliance with applicable safety laws. Contractor shall comply with
all Applicable Laws relating to the safety of persons or property, or to the protection
of persons or property from damage, injury, or loss; and shall erect and maintain all
necessary safeguards for such safety and protection. Contractor shall notify owners
of adjacent property and of Underground Facilities and other utility owners when
prosecution of the Work may affect them, and shall cooperate with them in the
protection, removal, relocation, and replacement of their property.
B. The Contractor shall maintain emergency first aid treatment for his employees which
complies with the Federal Occupational Safety and Health Act of 1970 (29 U.S.C. §
651 et seq.), and California Code of Regulations, Title 8, Industrial Relations Division
1, Department of Industrial Relations, Chapter 4. The Contractor shall ensure the
availability of emergency medical services for its employees in accordance with
California Code of Regulations, Title 8, Section 1512. The Contractor shall submit
an Illness and Injury Prevention Program and a Project Site specific safety program
to the City prior to beginning Work. Contractor shall maintain a confined space
program that meets or exceeds the City’s standards. Contractor needs to make
themselves aware of the City’s safety policies and procedures, and shall meet or
exceed all City standards in areas where the City must enter to perform inspections.
C. Hazard Communication Programs. Contractor shall be responsible for coordinating
any exchange of material safety data sheets or other hazard communication
information required to be made available to or exchanged between or among
employers at the Site in accordance with Applicable Laws.
5.6 Hazardous Materials
A. The City shall not be responsible for any Hazardous Waste brought to the site by the
Contractor. If the Contractor: (i) introduces and/or discharges a Hazardous Waste
onto the site in a manner not specified by the Contract Documents; and/or (ii)
disturbs a Hazardous Material identified in the Contract Documents, the Contractor
shall hire a qualified remediation contractor at Contractor’s sole cost to eliminate the
condition as soon as possible. Under no circumstance shall the Contractor perform
Work for which it is not qualified. The City, in its sole discretion, may require the
Contractor to retain at Contractor’s cost an independent testing laboratory.
B. If the Contractor encounters a Hazardous Waste which may cause foreseeable injury
or damage, Contractor shall immediately: (i) secure or otherwise isolate such
condition; (ii) stop all Work in connection with such material or substance (except in
an emergency situation); and (iii) notify the City (and promptly thereafter confirm
such notice in writing).
Packet Page. 377
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-36-00 72 00 – GENERAL CONDITIONS
C. Subject to Contractor’s compliance with this Article 5.6(B), the City shall verify the
presence or absence of the Hazardous Waste reported by the Contractor, except as
qualified under Article 5.6(A) and Article 5.6(B) in the event such material or
substance is found to be present, verify that the levels of the hazardous material are
below OSHA Permissible Exposure Levels and below levels which would classify
the material as a state of California or federal hazardous waste. When the material
falls below such levels, Work in the affected area shall resume upon direction by the
City.
D. Contractor shall indemnify and hold harmless the City from and against claims,
damages, losses and expenses, arising from a Hazardous Waste on the Project Site,
if such Hazardous Waste exceeded OSHA Permissible Exposure Levels or levels
which would classify the material as a state of California or federal hazardous waste,
and was either i) shown on the Contract Documents or information available to
bidders; or (ii) brought to the site by Contractor. Nothing in this paragraph shall
obligate the Contractor to indemnify the City in the event of the sole or active
negligence or willful misconduct of the City, its officers, agents, or employees.
5.7 Sanitary Facilities.
A. Contractor shall provide sanitary temporary toilet buildings and hand washing
facilities for the use of all workers. All toilets and hand washing facilities shall comply
with local codes and ordinances. Toilets shall be placed inside sealed secondary
containment devices installed on a flat, level surface. Accumulated liquids in the
secondary containment devices shall be properly removed and legally disposed
without spillage onto the ground. Toilets shall be kept supplied with toilet paper and
shall have workable door fasteners. Toilets and hand washing facilities shall be
serviced no less than once weekly and shall be present in a quantity of not less than
1 per 20 workers as required by Cal/OSHA regulations. The toilets and hand
washing facilities shall be maintained in a sanitary condition at all times. Use of toilet
and hand washing facilities in the Work under construction shall not be permitted.
Any other sanitary facilities required by Cal/OSHA shall be the responsibility of the
Contractor.
5.8 Dust Control
A. Contractor, at its expense, shall maintain all excavations, embankments, haul roads,
permanent access roads, plant sites, waste disposal areas, borrow areas, and all
other work areas free from dust. Industry accepted methods of dust control suitable
for the area involved, such as sprinkling, chemical treatment, light bituminous
treatment or similar methods, will be permitted.
5.9 Air Pollution Control
A. Contractor shall comply with all air pollution control rules, regulations, ordinances
and statutes. All containers of paint, thinner, curing compound, solvent or liquid
asphalt shall be labeled to indicate that the contents fully comply with the applicable
material requirements.
Packet Page. 378
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-37-00 72 00 – GENERAL CONDITIONS
B. Without limiting the foregoing, Contractor must fully comply with all applicable laws,
rules and regulations in furnishing or using equipment and/or providing services,
including, but not limited to, emissions limits and permitting requirements imposed
by the Air Quality Management District with jurisdiction over the Project and/or
California Air Resources Board (CARB). Contractor shall specifically be aware of
the application of these limits and requirements to "portable equipment", which
definition includes any item of equipment with a fuel-powered engine. Contractor
shall indemnify the City against any fines or penalties imposed by the air quality
management district, CARB, or any other governmental or regulatory agency for its
violations of Applicable Laws as well as those of its subcontractors or others for
whom Contractor is responsible under its indemnity obligations provided for in the
Contract Documents.
5.10 Water Quality Management and Compliance
A. Storm, surface, ground, nuisance, or other waters may be encountered at various
times during construction of the Work. The Contractor hereby acknowledges that it
has investigated the risk arising from such waters, has prepared its Bid accordingly,
and assumes any and all risks and liabilities arising therefrom.
B. Contractor shall keep itself and all subcontractors, staff, and employees fully
informed of and in compliance with all local, state and federal laws, rules and
regulations that may impact, or be implicated by the performance of the Work
including, without limitation, all applicable provisions regulating discharges of storm
water; the Federal Water Pollution Control Act (33 U.S.C. § 13000 et seq.); the
California Porter-Cologne Water Quality Control Act (Cal Water Code §§ 13000-
14950); and any and all regulations, policies, or permits issued pursuant to any such
authority. These include, but are not limited to California State Water Resources
Control Board Order Number 2009-0009-DWQ (NPDES Permit No. CAS000002),
as amended by Order Numbers 2010-0014-DWQ, 2012-0006-DWQ, and any
subsequent amendment to or renewal thereof, State Water Resources Control
Board Order No. 2013-0001-DWQ (NPDES Order No. CAS000004), Santa Ana
Regional Water Quality Control Board No. R8-2010-0036 (NPDES No. CAS618036),
and any amendment or renewal thereof.
C. Contractor shall comply with all conditions of the State Water Resources Control
Board (“State Water Board”) National Pollutant Discharge Elimination System
General Permit for Waste Discharge Requirements for Discharges of Storm Water
Runoff Associated with Construction Activity (“Construction General Permit”) for all
construction activity which results in the disturbance of in excess of one acre of total
land area or which is part of a larger common area of development or sale.
Contractor shall comply with the lawful requirements of the City, and any other
applicable municipality, drainage district, or other local agency with jurisdiction over
the location where the Work is to be conducted, regarding discharges of storm water
to separate storm drain systems or other watercourses under their jurisdiction,
including applicable requirements in municipal storm water management programs.
D. Unless otherwise specified in the Special Conditions or other portion of the Contract
Documents, the City has not prepared a Storm Water Pollution Prevention Plan
(“SWPPP”) or other storm water compliance plan for the Project Site. Contractor
Packet Page. 379
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-38-00 72 00 – GENERAL CONDITIONS
shall be responsible for filing the Notice of Intent (“NOI”) and for obtaining coverage
under the Construction General Permit. This includes filing all necessary
documentation including the Permit Registration Documents (“PRDs”) through the
Stormwater Multiple Applications and Report Tracking System (“SMARTS”);
preparing and implementing a SWPPP for the Work site; implementing all other
provisions, and monitoring and reporting requirements required by the Construction
General Permit; and providing a Qualified SWPPP Developer (“QSD”) and Qualified
SWPPP Practitioner (“QSP”), as necessary for all Work site activities, including but
not limited to preparation and submittal of all reports, plans, inspections, and
monitoring information in compliance with the Construction General Permit. All
submittals shall be coordinated with the City’s Legally Responsible Person and
Authorized Signatory as those terms are defined in the Construction General Permit.
Before any NOI, PRD, SWPPP, or other Construction General Permit-related
document may be submitted to the State Water Board or implemented on the Project
site, it must first be reviewed and approved by the City and/or City’s designee.
Contractor shall include all costs of compliance with specified requirements in the
Contract Price.
E. The City retains the right to develop its own documentation for the Project site,
including but not limited to the SWPPP, and in the alternative may require Contractor
to adopt and implement portions of the City developed SWPPP. The City expressly
reserves the right to procure coverage under the Construction General Permit for
the Work site if Contractor fails to draft satisfactory PRDs or SWPPP or otherwise
fails to proceed in a manner that complies with the requirements of the Construction
General Permit. The City additionally reserves the right to hire additional contractors
to maintain compliance at the Work site. Whether Contractor has adequately
maintained compliance with the Construction General Permit shall be the City’s sole
determination. Any costs incurred by the City in procuring coverage under the
Construction General Permit, or drafting and/or implementing a SWPPP for the Work
site shall be paid by Contractor.
F. Notwithstanding the above, for those Work sites where construction activity results
in the disturbance of less than one acre of total land area and/or do not need
coverage under the Construction General Permit, the Contractor shall be
responsible for preparing and implementing an Erosion and Sediment Control Plan
in accordance with State Water Resources Control Board Order No. 2013-0001-
DWQ (NPDES Order No. CAS000004) and any amendment to or renewal thereof.
G. Failure to comply with the Construction General Permit, laws, regulations, and
ordinances listed in this Article is a violation of federal and state law.
Notwithstanding any other indemnity contained in these Contract Documents,
Contractor agrees to indemnify and hold harmless the City, its officials, officers,
agents, employees and authorized volunteers from and against any and all claims,
demands, fees, costs, expenses, or losses or liabilities of any kind or nature which
the City, its officials, officers, agents, employees and authorized volunteers may
sustain or incur for noncompliance with the Permit, laws, regulations, and ordinances
listed above, arising out of or in connection with the Work, except for liability resulting
from the sole established negligence, willful misconduct or active negligence of the
City, its officials, officers, agents, employees or authorized volunteers.
Packet Page. 380
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-39-00 72 00 – GENERAL CONDITIONS
H. The City reserves the right to defend any enforcement action or civil action brought
against the City for Contractor’s failure to comply with any applicable water quality
law, regulation, or policy. Contractor hereby agrees to be bound by, and to
reimburse the City for the costs associated with, any settlement reached between
the City and any relevant enforcement entity.
5.11 Environmental Quality Protection
A. The Contractor shall comply with all requirements of applicable federal, state, and
local environmental rules and regulations. Any infractions of said rules and
regulations by the Contractor during the term of the Contract, which result in
penalties, will be the responsibility of the Contractor. The City operates under a
number of environmental permits issued by various agencies. If due to an action,
inaction, or negligence by the Contractor, the City becomes subject to non-
compliance penalties, the cost of such penalties shall be borne by the Contractor.
B. The Contractor shall exercise care to preserve the natural landscape and
vegetation, and shall conduct operations so as to prevent unnecessary destruction,
scarring, or defacing of the natural surroundings in the vicinity of the Work.
Movement of crews and equipment within the rights-of-way and over routes provided
for access to the Work shall be performed in a manner to prevent damage to
property. When no longer required, construction roads shall be restored to original
contours. Upon completion of the Work, and following removal of construction
facilities and required cleanup, land used for construction purposes and not required
for the completed installation shall be scarified and regraded, as required, so that all
surfaces are left in a condition that will facilitate natural revegetation, provide for
proper drainage, and prevent erosion.
C. If, in the performance of the Work, evidence of the possible occurrence of any
Federally listed threatened or endangered plant or animal is discovered, the
Contractor shall notify the City Representative immediately, giving the location and
nature of the findings. Written confirmation of the evidence, location and nature of
the findings shall be forwarded to City within two (2) Days. The Contractor shall
immediately cease all construction activities in the immediate area of the discovery
to the extent necessary to protect the endangered plant or animal. If directed by the
City Representative, Contractor will refrain from working in the immediate area,
suspend the Work in its entirety, or alter its performance to ensure full compliance
with all applicable permits, laws and regulations. Any City directed changes to the
Work as a result of a siting will be pursuant to the Contract Documents. Any costs
or delays incurred by City or the Contractor due to unreasonable or false notification
of an endangered plant or animal will be borne by the Contractor.
D. If, in the performance of the Work, Contractor should unearth cultural resources (for
example, human remains, animal bones, stone tools, artifacts and/or midden
deposits) through excavation, grading, watering or other means, the Contractor shall
notify the construction/archeological monitor and/or the City Representative
immediately, giving the location and nature of the findings. Written confirmation of
the evidence, location and nature of the findings shall be forwarded to the
construction/archeological monitor and/or City within two (2) Days. The Contractor
shall immediately cease all construction activities in the immediate area of the
Packet Page. 381
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-40-00 72 00 – GENERAL CONDITIONS
discovery to the extent necessary to protect the cultural resource. If directed by the
City Representative, Contractor will refrain from working in the immediate area,
suspend the Work in its entirety, or re-sequence and/or alter its performance to
ensure full compliance with all applicable permits, laws and regulations. Should the
presence of cultural resources be confirmed, the Contractor will assist the City
Representative and the construction/archeological monitor in the preparation and
implementation of a data recovery plan. The Contractor shall provide such
cooperation and assistance as may be necessary to preserve the cultural resources
for removal or other disposition. Any City directed changes to the Work as a result
of the cultural resource will be pursuant to the Contract Documents. Should
Contractor, without permission, injure, destroy, excavate, appropriate, or remove
any cultural resource on or adjacent to the Site, it will be subject to disciplinary action,
arrest and penalty under applicable law. The Contractor shall be principally
responsible for all costs of mitigation and/or restoration of cultural resources related
to the unauthorized actions identified above. Contractor shall be required to pay for
unauthorized damage and mitigation costs to cultural resources (historical and
archeological resources) as a result of unauthorized activities that damage cultural
resources and shall indemnify City pursuant to the Contract Documents.
5.12 Excessive Noise
A. Contractor shall use only such equipment on the Work and in such state of repair so
that the emission of sound therefrom is within the noise tolerance level of that
equipment as established by Cal/OSHA. Contractor shall comply with the most
restrictive of the following: (1) local sound control and noise level rules, regulations
and ordinances and (2) the requirements contained in these Contract Documents,
including hours of operation requirements.
B. No internal combustion engine shall be operated on the Project without a muffler of
the type recommended by the manufacturer. Should any muffler or other control
device sustain damage or be determined to be ineffective or defective, the
Contractor shall promptly remove the equipment and shall not return said equipment
to the job until the device is repaired or replaced. Said noise and vibration level
requirements shall apply to all equipment on the job or related to the job, including
but not limited to, trucks, transit mixers or transit equipment that may or may not be
owned by the Contractor.
5.13 Diversion of Recyclable Waste Material
A. In compliance with the applicable City’s waste reduction and recycling efforts,
Contractor shall divert all Recyclable Waste Materials to appropriate recycling
centers as required for compliance with the local jurisdiction’s waste diversion
ordinances. Contractor will be required to submit weight tickets and written proof of
diversion with its monthly progress payment requests. Contractor shall complete
and execute any certification forms required by the City or other applicable agencies
to document Contractor’s compliance with these diversion requirements. All costs
incurred for these waste diversion efforts shall be the responsibility of the Contractor.
Packet Page. 382
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-41-00 72 00 – GENERAL CONDITIONS
5.14 Inspector’s Field Office.
A. If required by the City, the Contractor shall be responsible for providing the
inspector’s field office. The office shall be a substantial waterproof construction with
adequate natural light and ventilation by means of stock design windows. Door shall
have a key type lock or padlock clasp. The office shall have heating and air
conditioning and shall be equipped with a telephone, a telephone answering
machine, an ability to connect to the internet, and a fax machine at Contractor’s
expense. The field office shall be provided within 20 Days of the Notice to Proceed.
B. A table satisfactory for the study of plans and two chairs shall be provided by
Contractor. Contractor shall provide and pay for adequate electric lights, local
telephone service, and adequate heat and air conditioning for the field office until
authorized removal.
5.15 Contractor’s Supervision.
A. Contractor shall continuously keep at the Project site, a competent and experienced
full-time Project superintendent acceptable to the City. Superintendent must be able
to proficiently speak, read and write in English and shall have the authority to make
decisions on behalf of the Contractor. Contractor shall continuously provide efficient
supervision of the Project.
5.16 Workers.
A. Contractor shall at all times enforce strict discipline and good order among its
employees. Contractor shall not employ on the Project any unfit person or any one
not skilled in the Work assigned to him or her.
B. Any person in the employ of the Contractor whom the City may deem incompetent
or unfit shall be dismissed from the Work and shall not be employed on this Project.
5.17 Independent Contractors.
A. Contractor shall be an independent contractor for the City and not an employee.
Contractor understands and agrees that it and all of its employees shall not be
considered officers, employees, or agents of the City and are not entitled to benefits
of any kind normally provided employees of the City, including but not limited to,
state unemployment compensation or workers’ compensation. Contractor assumes
full responsibility for the acts and omissions of its employees or agents related to the
Work.
5.18 Verification of Employment Eligibility.
A. By executing the Contract, Contractor verifies that it fully complies with all
requirements and restrictions of state and federal law respecting the employment of
undocumented aliens, including, but not limited to, the Immigration Reform and
Control Act of 1986, as may be amended from time to time, and shall require all
subcontractors, sub-subcontractors and consultants to comply with the same. Each
person executing this Contract on behalf of Contractor verifies that he or she is a
Packet Page. 383
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-42-00 72 00 – GENERAL CONDITIONS
duly authorized officer of Contractor and that any of the following shall be grounds
for the City to terminate the Contract for cause: (1) failure of the Contractor or its
Subcontractors, sub-subcontractors or consultants to meet any of the requirements
provided for in this Article; (2) any misrepresentation or material omission concerning
compliance with such requirements; or (3) failure to immediately remove from the
Work any person found not to be in compliance with such requirements.
5.19 Labor.
A. Hours of Work
1. As provided in Article 3 (commencing at section 1810), Chapter 1, Part 7, Division
2 of the Labor Code, Contractor stipulates that eight (8) hours of labor shall
constitute a legal day’s work. The time of service of any worker employed at any
time by the Contractor or by any subcontractor on any subcontract under this
Contract upon the Work or upon any part of the Work contemplated by this
Contract is limited and restricted to eight (8) hours during any one calendar day
and 40 hours during any one calendar week, except as hereinafter provided.
Notwithstanding the provisions herein above set forth, work performed by
employees of Contractor in excess of eight (8) hours per day, and 40 hours during
any one week, shall be permitted upon this public work upon compensation for all
hours worked in excess of eight (8) hours per day at not less than one and one-
half times the basic rate of pay.
2. The Contractor and every Subcontractor shall keep an accurate record showing
the name of and actual hours worked each calendar day and each calendar week
by each worker employed in connection with the Work or any part of the Work
contemplated by this Contract. The record shall be kept open at all reasonable
hours to the inspection of the City and to the Division of Labor Law Enforcement,
Department of Industrial Relations of the State of California.
3. The Contractor shall pay to the City a penalty of twenty-five dollars ($25.00) for
each worker employed in the execution of this Contract by the Contractor or by
any subcontractor for each calendar day during which such worker is required or
permitted to work more than eight (8) hours in any calendar day and 40 hours in
any one calendar week in violation of the provisions of Article 3 (commencing at
section 1810), Chapter 1, Part 7, Division 2 of the Labor Code.
4. Any work necessary to be performed after regular working hours, or on Saturdays
and Sundays or other holidays, shall be performed without additional expense to
the City.
5. If Contractor gives notice of an inspection pursuant to the Contract Documents,
the City will provide inspection during normal working hours from 7:00 a.m. to 3:30
p.m. Monday through Friday. Requested inspections before or after this time will
be charged to the Contractor as reimbursable inspection time. Inspections on
weekends requires two (2) Days’ notice for review and approval. Upon written
request and approval the 8.5 hour working day may be changed to other limits
subject to city/county ordinance.
Packet Page. 384
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-43-00 72 00 – GENERAL CONDITIONS
6. It shall be unlawful for any person to operate, permit, use, or cause to operate any
of the following at the Project Site, other than between the hours of 7:00 a.m. to
5:00 p.m., Monday through Friday, with no Work allowed on City-observed
Holidays, unless otherwise approved by the City:
a. Powered Vehicles
b. Construction Equipment
c. Loading and Unloading Vehicles
d. Domestic Power Tools
B. Payroll Records; Labor Compliance
1. Pursuant to Labor Code section 1776, Contractor and all subcontractors shall
maintain weekly certified payroll records, showing the names, addresses, Social
Security numbers, work classifications, straight time and overtime hours worked
each day and week, and the actual per diem wages paid to each journeyman,
apprentice, worker, or other employee employed by them in connection with the
Work under this Contract. Contractor shall certify under penalty of perjury that
records maintained and submitted by Contractor are true and accurate. Contractor
shall also require Subcontractor(s) to certify weekly payroll records under penalty
of perjury.
2. In accordance with Labor Code section 1771.4, the Contractor and each
Subcontractor shall furnish the certified payroll records directly to the Department
of Industrial Relations (“DIR”) on the specified interval and format prescribed by
the DIR, which may include electronic submission. Contractor shall comply with
all requirements and regulations from the DIR relating to labor compliance
monitoring and enforcement. The requirement to submit certified payroll records
directly to the Labor Commissioner under Labor Code section 1771.4 shall not
apply to work performed on a public works project that is exempt pursuant to the
small project exemption specified in Labor Code Section 1771.4.
3. Any stop orders issued by the DIR against Contractor or any Subcontractor that
affect Contractor’s performance of Work, including any delay, shall be Contractor’s
sole responsibility. Any delay arising out of or resulting from such stop orders shall
be considered Contractor caused delay subject to any applicable liquidated
damages and shall not be compensable by the City. Contractor shall defend,
indemnify and hold the City, its officials, officers, employees and agents free and
harmless from any claim or liability arising out of stop orders issued by the DIR
against Contractor or any Subcontractor.
4. The payroll records described herein shall be certified and submitted by the
Contractor at a time designated by the City. The Contractor shall also provide the
following:
Packet Page. 385
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-44-00 72 00 – GENERAL CONDITIONS
a. A certified copy of the employee’s payroll records shall be made available for
inspection or furnished to such employee or his or her authorized representative
on request.
b. A certified copy of all payroll records described herein shall be made available
for inspection or furnished upon request of the DIR.
5. Unless submitted electronically, the certified payroll records shall be on forms
provided by the Division of Labor Standards Enforcement (“DLSE”) of the DIR or
shall contain the same information as the forms provided by the DLSE.
6. Any copy of records made available for inspection as copies and furnished upon
request to the public or any public agency, the City, the Division of Apprenticeship
Standards or the Division of Labor Standards Enforcement shall be marked or
obliterated in such a manner as to prevent disclosure of an individual's name,
address and social security number. The name and address of the Contractor
awarded the Contract or performing the Contract shall not be marked or
obliterated.
7. In the event of noncompliance with the requirements of this Article, the Contractor
shall have ten (10) Days in which to comply subsequent to receipt of written notice
specifying in what respects the Contractor must comply with this Article. Should
noncompliance still be evident after such 10-day period, the Contractor shall pay
a penalty of one hundred dollars ($100.00) to the City for each calendar day, or
portion thereof, for each worker, until strict compliance is effectuated. Upon the
request of the Division of Apprenticeship Standards or the Division of Labor
Standards Enforcement, such penalties shall be withheld from progress payment
then due.
8. The responsibility for compliance with this Article shall rest upon the Contractor.
C. Prevailing Rates of Wages
1. The Contractor is aware of the requirements of Labor Code sections 1720 et seq.
and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000
et seq. (“Prevailing Wage Laws”), which require the payment of prevailing wage
rates and the performance of other requirements on certain “public works” and
“maintenance” projects. Since this Project involves an applicable “public works” or
“maintenance” project, as defined by the Prevailing Wage Laws, and since the total
compensation is $1,000 or more, Contractor agrees to fully comply with such
Prevailing Wage Laws. The Contractor shall obtain a copy of the prevailing rates
of per diem wages at the commencement of this Contract from the website of the
Division of Labor Statistics and Research of the Department of Industrial Relations
located at www.dir.ca.gov. In the alternative, the Contractor may view a copy of
the prevailing rate of per diem wages which are on file at the City’s Administration
Office and shall be made available to interested parties upon request. Contractor
shall make copies of the prevailing rates of per diem wages for each craft,
classification, or type of worker needed to perform work on the Project available to
interested parties upon request, and shall post copies at the Contractor’s principal
place of business and at the Project site. Contractor shall defend, indemnify and
Packet Page. 386
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-45-00 72 00 – GENERAL CONDITIONS
hold the City, its officials, officers, employees and authorized volunteers free and
harmless from any claims, liabilities, costs, penalties or interest arising out of any
failure or allege failure to comply with the Prevailing Wage Laws.
2. The Contractor shall forfeit as a penalty to the City not more than Two Hundred
Dollars ($200.00), pursuant to Labor Code section 1775, for each calendar day, or
portion thereof, for each worker paid less than the prevailing wage rate as
determined by the Director of the DIR for such work or craft in which such worker
is employed for any public work done under the Contract by it or by any
Subcontractor under it. The difference between such prevailing wage rate and the
amount paid to each worker for each calendar day or portion thereof, for which
each worker was paid less than the prevailing wage rate, shall be paid to each
worker by the Contractor.
3. Contractor shall post, at appropriate conspicuous points on the Project Site, a
schedule showing all determined general prevailing wage rates and all authorized
deductions, if any, from unpaid wages actually earned.
D. Public Works Contractor Registration
1. Pursuant to Labor Code sections 1725.5 and 1771.1, the Contractor and its
Subcontractors must be registered with the DIR prior to the execution of a contract
to perform public works. By entering into this Contract, Contractor represents that
it is aware of the registration requirement and is currently registered with the DIR.
Contractor shall maintain a current registration for the duration of the Project.
Contractor shall further include the requirements of Labor Code sections 1725.5
and 1771.1 in any subcontract and ensure that all Subcontractors are registered
at the time this Contract is entered into and maintain registration for the duration
of the Project. Notwithstanding the foregoing, the contractor registration
requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not
apply to work performed on a public works project that is exempt pursuant to the
small project exemption specified in Labor Code Sections 1725.5 and 1771.1.
E. Employment of Apprentices
1. Contractor and all Subcontractors shall comply with the requirements of Labor
Code sections 1777.5 and 1777.6 in the employment of apprentices.
2. Information relative to apprenticeship standards, wage schedules, and other
requirements may be obtained from the Director of Industrial Relations, ex officio
the Administrator of Apprenticeship, San Francisco, California, or from the Division
of Apprenticeship Standards and its branch offices.
3. Knowing violations of Labor Code section 1777.5 will result in forfeiture not to
exceed one hundred dollars ($100.00) for each calendar day of non-compliance
pursuant to Labor Code section 1777.7.
F. Nondiscrimination/Equal Employment Opportunity
Packet Page. 387
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-46-00 72 00 – GENERAL CONDITIONS
1. Pursuant to Labor Code section 1735 and other applicable provisions of law, the
Contractor and its Subcontractors shall not discriminate against any employee or
applicant for employment because of race, religious creed, color, national origin,
ancestry, physical disability, mental disability, medical condition, marital status,
sex, age, sexual orientation, or any other classifications protected by law on this
Project. The Contractor will take affirmative action to insure that employees are
treated during employment or training without regard to their race, religious creed,
color, national origin, ancestry, physical disability, mental disability, medical
condition, marital status, sex, age, sexual orientation, or any other classifications
protected by law.
G. Debarment of Contractors and Subcontractors
1. Contractors or Subcontractors may not perform work on a public works project with
a subcontractor who is ineligible to perform work on a public project pursuant to
Labor Code section 1777.1 or 1777.7. Any contract on a public works project
entered into between a contractor and a debarred subcontractor is void as a matter
of law. A debarred subcontractor may not receive any public money for performing
work as a subcontractor on a public works contract. Any public money that is paid,
or may have been paid to a debarred subcontractor by a contractor on the project
shall be returned to the City. The Contractor shall be responsible for the payment
of wages to workers of a debarred subcontractor who has been allowed to work
on the Project.
5.20 Subcontracts.
A. Contractor agrees to bind every Subcontractor to the terms of the Contract
Documents as far as such terms are applicable to Subcontractor’s portion of the
Work. Contractor shall be as fully responsible to the City for the acts and omissions
of its subcontractors and of persons either directly or indirectly employed by its
subcontractors, as Contractor is for acts and omissions of persons directly employed
by Contractor. Nothing contained in these Contract Documents shall create any
contractual relationship between any subcontractor and the City.
B. The City reserves the right to accept all subcontractors. The City’s acceptance of
any Subcontractor under this Contract shall not in any way relieve Contractor of its
obligations in the Contract Documents.
C. Prior to substituting any Subcontractor listed in the Bid Forms, Contractor must
comply with the requirements of the Subletting and Subcontracting Fair Practices
Act pursuant to California Public Contract Code section 4100 et seq.
5.21 Progress Meetings
A. The Contractor shall schedule and hold regular progress meetings at least weekly
and at other times as requested by Engineer or as required by progress of the Work.
The Contractor, City, and all Subcontractors active on the Site shall attend each
meeting. Contractor may at its discretion request attendance by representatives of
its Suppliers, manufacturers, and other Subcontractors. The City will preside at the
progress meetings and will arrange for keeping and distributing the minutes. The
Packet Page. 388
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-47-00 72 00 – GENERAL CONDITIONS
purpose of the meetings is to review the progress of the Work, maintain coordination
of efforts, discuss changes in scheduling, and resolve other problems which may
develop. During each meeting, the Contractor shall present any issues which may
impact its progress with a view to resolve these issues expeditiously.
5.22 Submittals
A. Schedule of Submittals. Within five (5) Days after the Notice to Proceed (unless
otherwise specified in the Contract Documents), Contractor will prepare and deliver
a Schedule of Submittals to the City that has been fully integrated with the progress
schedule and identifies each Submittal required by the Contract Documents as well
as the date on which Contractor will deliver each Submittal to the City. Each
Submittal must be delivered to the City at least thirty (30) Days prior to the date the
material or equipment is scheduled to be incorporated into the Work. The Contractor
is responsible for any schedule delays resulting from the Submittal process.
B. Submittal Procedures.
1. Contractor will follow the following procedures for each Submittal, Shop Drawing
and Sample required by the Contract Documents:
a. Submittals must be transmitted electronically.
b. Transmittals will be sequentially numbered. Contractor to mark revised
Submittals with original number and sequential alphabetic suffix.
c. Each Submittal will identify the Project, Contractor, Subcontractor and
Supplier, pertinent Drawing and detail number, and Specification Section
number appropriate to Submittal.
d. By transmitting a Submittal, Contractor certifies it has reviewed and approved
each Submittal, verified products required, field dimensions, adjacent
construction Work, and that coordination of information is according to
requirements of the Work and Contract Documents.
e. Identify variations in Contract Documents and product or system limitations
that may differ and/or be detrimental to successful performance of completed
Work.
f. When Submittal is revised for resubmission, Contractor shall promptly address
the City’s comments and resubmit. Contractor shall identify changes made
since previous submission.
g. The City’s review of Shop Drawings shall not relieve Contractor from
responsibility for deviations from the Contract Documents unless Contractor
has, in writing, called the City’s attention to such deviations at time of
submission and the City has taken no exception to the deviation. The City’s
review of Shop Drawings shall not relieve Contractor from responsibility for
errors in Shop Drawings.
Packet Page. 389
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-48-00 72 00 – GENERAL CONDITIONS
h. Submittals not required by the Contract Documents or requested by the City
will not be acknowledged or processed.
i. Incomplete Submittals will not be reviewed by the City. Delays resulting from
incomplete Submittals are not the responsibility of the City.
j. Contractor shall not be entitled to any extension of the Contract Times as a
result of the Submittal process.
k. Contractor shall allow a minimum of 20 working days for review of Submittals
unless otherwise specified in the Contract Documents.
2. Where a Submittal, Shop Drawing or Sample is required by the Contract
Documents or the Schedule of Submittals, any related Work performed prior to the
City review and approval of the pertinent submittal will be performed at the sole
risk and expense and responsibility of Contractor.
C. Schedule Milestone for Submittals. Contractor must submit all Submittals required
by the Contract Documents in accordance with the Schedule of Submittals. If
Contractor fails to submit the Submittals in accordance with the Schedule of
Submittals, Contractor will be solely liable for any delays or impacts caused by the
delayed Submittal, whether direct or indirect. Contractor will be liable for the time
calculated from the date the Submittal is due until the date a compliant Submittal is
made. A compliant Submittal will be one that is complete and satisfies the
requirements of the Contract Documents.
5.23 Shop Drawings and Sample Submittal Procedures.
A. Before submitting each Shop Drawing or Sample, Contractor shall have:
1. Reviewed and coordinated each Shop Drawing or Sample with other Shop
Drawings and Samples and with the requirements of the Work and the Contract
Documents;
2. Determined and verified all field measurements, quantities, dimensions, specified
performance and design criteria, installation requirements, materials, catalog
numbers, and similar information with respect thereto;
3. Determined and verified the suitability of all materials offered with respect to the
indicated application, fabrication, shipping, handling, storage, assembly, and
installation pertaining to the performance of the Work; and
4. Determined and verified all information relative to Contractor’s responsibilities for
means, methods, techniques, sequences, and procedures of construction, and
safety precautions and programs incident thereto.
B. With each Submittal, Contractor shall give the City specific written notice of any
variations that the Shop Drawing or Sample may have from the requirements of the
Contract Documents. This notice shall be both a written communication separate
from the Shop Drawings or Sample Submittal and, in addition, a specific notation
Packet Page. 390
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-49-00 72 00 – GENERAL CONDITIONS
made on each Shop Drawing or Sample submitted to the City for review and
approval of each such variation.
C. Shop Drawings.
1. Data shown on the Shop Drawings will be complete with respect to quantities,
dimensions, specified performance and design criteria, materials, and similar data
to show the City the services, materials, and equipment Contractor proposes to
provide and to enable the City to review the information for assessing conformance
with information given and design concept expressed in Contract Documents.
2. When required by individual Specification sections, provide Shop Drawings signed
and sealed by a professional engineer responsible for designing components
shown on Shop Drawings. Shop Drawings must include signed and sealed
calculations to support design in a form suitable for submission to and approval by
authorities having jurisdiction.
3. Shop Drawings for steel structures shall consist of shop details, erection and other
working Drawings showing details, dimensions, sizes of members and other
information necessary for the complete fabrication and erection of the metal work.
4. Shop Drawings of concrete structures shall consist of such detailed drawings as
may reasonably be required for the successful prosecution of the Work and which
are not included in the Drawings furnished by the Engineer. These may include
drawings for false work, bracing, centering and form work, masonry layout
diagrams, and diagrams for bent reinforcement.
5. Contractor shall make revisions and provide additional information when required
by authorities having jurisdiction.
D. Samples. Clearly identify each Sample as to material, Supplier, pertinent data such
as catalog numbers, the use for which intended and other data as required to enable
the City to review the submittal for assessing conformance with information given
and design concept expressed in Contract Documents. Samples should be of
appropriate size and detail to assess functional, aesthetic, color, texture, patterns
and finish selection.
E. City’s Review.
1. The City will review Shop Drawings and Samples in accordance with the Schedule
of Submittals. The City’s review and acceptance will be only to determine if the
items covered by the Submittals will, after installation or incorporation in the Work,
conform to the information given in the Contract Documents and be compatible
with the design concept of the completed Project as a functioning whole as
indicated by the Contract Documents.
2. The City review and approval will not extend to means, methods, techniques,
sequences, or procedures of construction (except where a particular means,
method, technique, sequence, or procedure of construction is specifically and
expressly called for by the Contract Documents) or to safety precautions or
Packet Page. 391
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-50-00 72 00 – GENERAL CONDITIONS
programs incident thereto. The review and approval of a separate item as such
will not indicate approval of the assembly in which the item functions.
3. The City’s review and acceptance shall not relieve Contractor from responsibility
for any variation from the requirements of the Contract Documents unless the City
has given written approval of each such variation by specific written notation
thereof incorporated in or accompanying the Shop Drawing or Sample.
F. Resubmittal Procedures. Contractor shall make corrections required by the City and
shall return corrected Shop Drawings and submit, as required, new Samples for
review and approval. Contractor shall direct specific attention in writing to revisions
other than the corrections called for by the City on previous Submittals.
5.24 Record (“As-Built”) Drawings.
A. The Contractor shall maintain one record set of Contract Documents at the Site or
digitally in an acceptable format. On these, it shall mark all Project conditions,
locations, configurations, and any other changes or deviations which may vary from
the information represented in the original Contract Documents, including buried or
concealed construction and utility features which are revealed during the course of
construction. Special attention shall be given to recording the horizontal and vertical
location of all buried utilities that differ from the locations indicated, or which were
not indicated on the Drawings. For all Projects involving the installation of any
pipeline, Contractor shall survey and record the top of the pipe at a minimum of every
100 linear feet, and at each bend, recording both the horizontal and vertical
locations. Said Drawings shall be supplemented by any detailed sketches as
necessary or directed to fully indicate the Work as actually constructed. Any required
as-built drawings of civil engineering elements of the Work shall be prepared by a
registered civil engineer.
B. These master Record Drawings of the as-built conditions, including all revisions
made necessary by Addenda and Change Orders, shall be maintained up-to-date
during the progress of the Project. Red ink shall be used for alterations and notes.
Notes shall identify relevant Change Orders by number and date. Record Drawings
shall be accessible to the Engineer at all times during the construction period.
Failure on the Contractor’s part to keep Record Drawings current could result in
withholding partial payment.
C. Upon completion of the Project and as a condition of final acceptance, the Contractor
shall finalize and deliver a complete set of Record Drawings to the Engineers. The
information submitted by the Contractor will be assumed to be correct, and the
Contractor shall be responsible for, and liable to the City, for the accuracy of such
information, and for any errors or omissions which may or may not appear on the
Record Drawings.
D. Unless otherwise called for by the Contract Documents, the cost of all material,
equipment, and labor required to complete the Record Drawings shall be included in
Contractor’s bid and distributed in the Bid Schedule. No additional compensation
shall be made to the Contractor for this Work.
Packet Page. 392
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-51-00 72 00 – GENERAL CONDITIONS
5.25 Layout and Field Engineering.
A. The Contractor shall utilize a properly licensed surveyor to perform all layout surveys
required for the control and completion of the Work, and all necessary surveys to
compute quantities of Work performed.
5.26 Separate Contracts and Cooperation.
A. Separate Contracts. The City reserves the right to let other contracts in connection
with this Work or on the Project site. Contractor shall permit other contractors
reasonable access and storage of their materials and execution of their work and
shall properly connect and coordinate its Work with theirs. To ensure proper
execution of its subsequent Work, Contractor shall immediately inspect work already
in place and shall at once report to the Engineer any problems with the Work in place
or discrepancies with the Contract Documents.
B. Cooperation. Contractor shall ascertain to its own satisfaction the scope of the
Project and nature of any other contracts that have been or may be awarded by the
City in prosecution of the Project to the end that Contractor may perform this
Contract in the light of such other contracts, if any. Nothing herein contained shall
be interpreted as granting to Contractor exclusive occupancy at site of the Project.
Contractor shall not cause any unnecessary hindrance or delay to any other
contractor working on the Project. If simultaneous execution of any contract for the
Project is likely to cause interference with performance of some other contract or
contracts, the Engineer shall decide which Contractor shall cease Work temporarily
and which contractor shall continue or whether work can be coordinated so that
contractors may proceed simultaneously. The City shall not be responsible for any
damages suffered or for extra costs incurred by Contractor resulting directly or
indirectly from award, performance, or attempted performance of any other contract
or contracts on the Project Site.
5.27 Work Site.
A. Limitation of Use of Site and Other Areas. Rights-of-way, easements, or rights-of-
entry for the Work will be provided by the City. Unless otherwise specified in the
Special Provisions, the Contractor shall make arrangements, pay for, and assume
all responsibility for acquiring, using, and disposing of additional work areas and
facilities temporarily required. The Contractor shall indemnify and hold the City
harmless from all claims for damages caused by such actions. Contractor shall
confine construction equipment, the storage of materials and equipment, and the
operations of workers to the Site and other areas permitted by Applicable Laws, and
shall not unreasonably encumber the Site and other areas with construction
equipment or other materials or equipment. Contractor shall assume full
responsibility for any damage to any such land or area, or to City or occupant thereof,
or of any adjacent land or areas resulting from the performance of the Work.
B. Site Maintenance. During the progress of the Work, Contractor shall keep the Site
and other areas free from accumulations of waste materials, rubbish, and other
debris. Removal and disposal of such waste materials, rubbish, and other debris
shall conform to Applicable Laws. The Contractor shall furnish trash bins for all
Packet Page. 393
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-52-00 72 00 – GENERAL CONDITIONS
debris from construction. All debris shall be placed in trash bins daily. Forms and
false-work that are to be re-used shall be stacked neatly concurrently with their
removal. Forms and false-work that are not to be re-used shall be disposed of
concurrently with their removal.
C. Cleaning. Prior to Completion of the Work, Contractor shall clean the Site and make
it ready for utilization by the City. At the completion of the Work Contractor shall
remove from the Site all tools, appliances, construction equipment and machinery,
and surplus materials and shall restore to original condition all property not
designated for alteration by the Contract Documents.
5.28 Utility Usage.
A. All temporary utilities, including but not limited to electricity, water, gas, and
telephone, used on the Work shall be furnished and paid for by Contractor.
Contractor shall provide necessary temporary distribution systems, including meters,
if necessary, from distribution points to points on the Work where the utility is
needed. Upon completion of the Work, Contractor shall remove all temporary
distribution systems. Contractor shall provide necessary and adequate utilities and
pay all costs for water, electricity, gas, oil, and sewer charges required for completion
of the Work, including but not limited to startup and testing required in the Contract
Documents. All permanent meters installed shall be listed in the Contractor’s name
until the Work is accepted. For Work to be performed in existing City facilities,
Contractor may use the City’s existing utilities, provided such use is reasonable
under the circumstances. If Contractor uses the City utilities, it will not need to
compensate the City for reasonably consumption of utilities, but Contractor will be
responsible for any excessive, unreasonable or wasteful utility usage. Amounts due
the City under this section may be deducted from progress payments.
5.29 Protection of Work and Property.
A. The Contractor shall digitally record video and take photographs of the Project site
and adjacent improvements in a manner and quality that clearly depicts the existing
condition of the Project Site and adjacent improvements immediately prior to the
start of Work (minimum 1080p video and 4MP photo). All videos and photographs
shall be date and time stamped. The Contractor shall submit the video and photos
in digital format on a memory stick before the commencement of Work, along with a
map outlining the route and locations of the videos and/or photographs. The
Contractor shall be responsible for all damages to persons or property that occur as
a result of the Work. Contractor shall be responsible for the proper care and
protection of all materials delivered and Work performed until completion and final
acceptance by the City. All Work shall be solely at the Contractor’s risk.
B. Contractor shall adequately protect adjacent property from settlement or loss of
lateral support as necessary. Contractor shall comply with all applicable safety laws
and building codes to prevent accidents or injury to persons on, about, or adjacent
to the Project site where Work is being performed. Contractor shall erect and
properly maintain at all times, as required by field conditions and progress of work,
all necessary safeguards, signs, barriers, lights, and watchmen for protection of
Packet Page. 394
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-53-00 72 00 – GENERAL CONDITIONS
workers and the public, and shall post danger signs warning against hazards created
in the course of construction.
C. Contractor shall provide such heat, covering, and enclosures as are necessary to
protect all Work, materials, equipment, appliances, and tools against damage by
weather conditions.
D. Contractor shall take adequate precautions to protect existing sidewalks, curbs,
pavements, utilities, and other adjoining property and structures, and to avoid
damage thereto, and Contractor shall repair any damage thereto caused by the Work
operations. Contractor shall:
1. Enclose the working area with a substantial barricade, and arrange work to cause
minimum amount of inconvenience and danger to the public.
2. Provide substantial barricades around any shrubs or trees indicated to be
preserved.
3. Deliver materials to the Site over a route designated by the City.
4. Provide any and all dust control required and follow the applicable air quality
regulations as appropriate. If the Contractor does not comply immediately with a
notice from the City or a public agency responsible for air quality, the City shall
have the authority to provide dust control and deduct the cost from payments to
the Contractor.
5. Confine Contractor’s apparatus, the storage of materials, and the operations of its
workers to limits required by law, ordinances, permits, or directions of the City.
Contractor shall not unreasonably encumber the Site with its materials.
6. Take care to prevent disturbing or covering any survey markers, monuments, or
other devices marking property boundaries or corners. If such markers are
disturbed by accident, they shall be replaced by a civil engineer or land surveyor
acceptable to the City, at no cost to the City.
7. Ensure that existing facilities, fences and other structures are all adequately
protected and that, upon completion of all Work, all facilities that may have been
damaged are restored to a condition acceptable to the City.
8. Preserve and protect from injury all buildings, pole lines and all directional, warning
and mileage signs that have been placed within the right-of-way.
9. At the completion of work each day, leave the Work and the Site in a clean, safe
condition.
10. Comply with any stage construction and/or traffic handling plans. Access to
residences and businesses shall be maintained at all times, except with the City’s
written approval. Any request for approval to reduce or restrict access to
residences and business must be submitted to the City at least seven (7) Days in
advance, and the City may issue or withhold approval in its sole discretion.
Packet Page. 395
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-54-00 72 00 – GENERAL CONDITIONS
E. These precautionary measures will apply continuously and not be limited to normal
working hours. Full compensation for the work involved in the protection and
preservation of life, safety and property as above specified shall be considered as
included in the prices paid for the various contract items of Work, and no additional
allowance will be made therefor.
F. Should damage to persons or property occur as a result of the Work, Contractor shall
promptly notify the City, in writing. Contractor shall be responsible for proper
investigation, documentation, including video or photography, to adequately
memorialize and make a record of what transpired. The City shall be entitled to
inspect and copy any such documentation, video, or photographs.
G. Contractor shall maintain all investigation documentation including video and/or
photographs for a minimum of four (4) years following completion of the Project.
5.30 Emergencies.
A. In emergencies affecting the safety or protection of persons or the Work or Property
at the Site or adjacent thereto, the Contractor, without special instruction or
authorization from the City or the Engineer, is obligated to act to prevent threatened
damage, injury or loss. The Contractor shall give the Engineer prompt written notice
if the Contractor believes that any significant changes in the Work or variations from
the Contract Documents have been caused thereby.
ARTICLE 6 -MATERIALS; INSPECTION
6.1 Access to Work.
A. The City, Engineer, their consultants and other representatives and personnel,
independent testing laboratories, and governmental agencies with jurisdictional
interests will have access to the Site and the Work at reasonable times for their
observation, inspection, and testing. Contractor shall provide them proper and safe
conditions for such access and advise them of Contractor’s safety procedures and
programs.
6.2 Materials.
A. Except as otherwise specifically stated in the Contract Documents, Contractor shall
provide and pay for all materials, labor, tools, equipment, water, lights, power,
transportation, superintendence, temporary constructions of every nature, and all
other services and facilities whatsoever necessary to execute and complete this
Contract within the Contract Time. Unless otherwise specified, all materials, parts,
and equipment furnished by the Contractor in the Work shall be new, the best of their
respective kinds and grades as noted and/or specified, and workmanship shall be of
good quality.
B. No materials, supplies, or equipment for Work under this Contract shall be
purchased subject to any chattel mortgage or under a conditional sale or other
agreement by which an interest therein or in any part thereof is retained by the seller
or supplier. Contractor warrants good title to all material, supplies, and equipment
Packet Page. 396
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-55-00 72 00 – GENERAL CONDITIONS
installed or incorporated in the Work and agrees upon completion of all work to
deliver the Project, to the City free from any claims, liens, or charges.
C. Materials shall be furnished in ample quantities and at such times as to ensure
uninterrupted progress of the Work and shall be stored properly and protected as
required by the Contract Documents. Contractor shall be entirely responsible for
damage or loss by weather or other causes to materials or Work. Materials shall be
stored on the Project Site in such manner so as not to interfere with any operations
of the City or any independent contractor.
D. Contractor shall verify all measurements, dimensions, elevations, and quantities
before ordering any materials or performing any Work, and the City shall not be liable
for Contractor’s failure to so. Except for an adjustment to Unit Price Work for item
overruns and underruns in accordance with the Contract Documents, no additional
compensation, over and above payment for the actual quantities at the prices set
out in the Bid Schedule, will be allowed because of differences between actual
measurements, dimension, elevations and quantities and those indicated on the
Plans and in the Specifications. Any difference therein shall be submitted to the
Engineer for consideration before proceeding with the Work.
6.3 Test and Inspections.
A. Inspection and Testing of Work and Materials
1. If the Contract Documents, the Engineer, or any instructions, laws, ordinances, or
public authority requires any part of the Work to be tested or approved, Contractor
shall provide the Engineer at least two (2) working days’ notice of its readiness for
observation or inspection. If inspection is by a public authority other than the City,
Contractor shall promptly inform the City of the date fixed for such inspection.
Required certificates of inspection (or similar) shall be secured by Contractor.
Costs for City testing and inspection shall be paid by the City. Costs of tests for
Work found not to be in compliance shall be paid by the Contractor.
2. The Contractor shall pay for the cost of any minimum “show up” costs of a materials
testing technician that was called for by the Contractor but ultimately the Contractor
work was not ready for the inspection. Any such costs shall be deducted from any
amounts due to the Contractor.
3. If any Work is done or covered up without the required testing or approval, the
Contractor shall uncover or deconstruct the Work, and the Work shall be redone
after completion of the testing at the Contractor’s cost in compliance with the
Contract Documents.
4. Where inspection and testing are to be conducted by an independent laboratory
or agency, materials or samples of materials to be inspected or tested shall be
selected by such laboratory or agency, or by the City, and not by Contractor.
Unless otherwise stated and as provided by the Contract Documents, the City shall
employ and pay for the services of an independent testing laboratory to perform
all inspections, tests, or approvals required by the Contract Documents. All tests
Packet Page. 397
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-56-00 72 00 – GENERAL CONDITIONS
or inspections of materials shall be made in accordance with the commonly
recognized standards of national organizations.
5. Reexamination of Work may be ordered by the City. If so ordered, Work must be
uncovered or deconstructed by Contractor. If Work is found to be in accordance
with the Contract Documents, the City shall pay the costs of reexamination and
reconstruction. If such work is found not to be in accordance with the Contract
Documents, Contractor shall pay all costs.
B. Testing of Materials
1. In advance of manufacture of materials to be supplied by Contractor which must
be tested or inspected, Contractor shall notify the City so that the City may arrange
for testing at the source of supply. Any materials which have not satisfactorily
passed such testing and inspection shall not be incorporated into the Work.
2. If the manufacture of materials to be inspected or tested will occur in a plant or
location greater than sixty (60) miles from the City, the Contractor shall pay for any
excessive or unusual costs associated with such testing or inspection, including
but not limited to excessive travel time, standby time and required lodging.
3. Unless otherwise specified in the Special Provisions, all initial testing and a
reasonable amount of retesting will be performed under the direction of the
Engineer, and at no expense to the Contractor. The Contractor shall notify the
Engineer in writing, at least 15 days in advance, of its intention to use materials for
which tests are specified, to allow sufficient time to perform the tests. The notice
shall name the proposed supplier and source of material. If the notice of intent to
use is sent before the materials are available for testing or inspection, or is sent so
far in advance that the materials on hand at the time will not last but will be replaced
by a new lot prior to use on the Work, it will be the Contractor's responsibility to re-
notify the Engineer when samples which are representative may be obtained.
4. A Certificate of Compliance shall be furnished to the Engineer prior to the use of
any material or assembled material for which these Specifications so require or if
so required by the Engineer. The Engineer may waive the materials testing
requirements and accept a Certificate of Compliance. Material test data may be
required by the Engineer to be included with the submittal. Materials used on the
basis of a Certificate of Compliance may be sampled and tested at any time. The
submission of a Certificate of Compliance shall not relieve the Contractor of
responsibility for incorporating material into the Work which conforms to the
requirements of the Contract Documents, and any material not conforming to the
requirements will be subject to rejection by the Engineer whether in place or not.
5. Copies of mill certificates of composition and quality of all component materials
(reinforcing steel, structural steel, lumber, etc.) incorporated in the construction of
the Work shall be provided to the City at the time of delivery. City shall retain the
right to reject any raw material not provided with a mill certificate at the time of
delivery.
Packet Page. 398
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-57-00 72 00 – GENERAL CONDITIONS
6. If, after incorporating such materials into the Work, it is found that sources of supply
that have been approved do not furnish a uniform product, or if the product from
any source proves unacceptable at any time, the Contractor shall furnish approved
material from other approved sources. If any product proves unacceptable after
improper storage, handling or for any other reason it shall be rejected, not
incorporated into the Work, and shall be removed from the Project Site all at the
Contractor’s expense.
6.4 Requests for Substitutions.
A. For the purposes of this provision, the term “substitution” shall mean the substitution
of any material, method or service substantially equal to or better in every respect to
that indicated in the Standard Specifications or otherwise referenced herein.
B. Pursuant to Public Contract Code section 3400(b), the City may make a finding that
is described in the Notice Inviting Bids that designates certain products, things, or
services by specific brand or trade name.
C. Unless specifically designated in the Special Conditions, whenever any material,
process, or article is indicated or specified by grade, patent, or proprietary name or
by name of manufacturer, such specifications shall be deemed to be used for the
purpose of facilitating the description of the material, process, or article desired and
shall be deemed to be followed by the words “or equal.” Contractor may, unless
otherwise stated, offer for substitution any material, process, or article which may be
substantially equal to or better in every respect to that so indicated or specified in
the Contract Documents. However, the City has adopted uniform standards for
certain materials, processes, and articles.
D. The Contractor shall submit substitution requests, together with substantiating data,
for substitution of any “or equal” material, process, or article no later than thirty-five
(35) calendar days after award of Contract. Provisions regarding submission of
substitution requests shall not in any way authorize an extension of time for the
performance of this Contract. If a substitution request is rejected by the City, the
Contractor shall provide the material, method or service specified herein. The City
shall not be responsible for any costs incurred by the Contractor associated with
substitution requests. The burden of proof as to the equality of any material,
process, or article shall rest with the Contractor. The Engineer has the complete
and sole discretion to determine if a material, process, or article is substantially equal
to or better than that specified and to approve or reject all substitution requests.
E. Substantiating data as described above shall include, at a minimum, the following
information:
1. A signed affidavit from the Contractor stating that the material, process, or article
proposed as a substitution is substantially equal to or better than that specified in
every way except as may be listed on the affidavit.
2. Illustrations, specifications, catalog cut sheets, and any other relevant data
required to prove that the material, process, or article is substantially equal to or
better than that specified.
Packet Page. 399
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-58-00 72 00 – GENERAL CONDITIONS
3. A statement of the cost implications of the substitution being requested, indicating
whether and why the proposed substitution will reduce or increase the amount of
the contract.
4. Information detailing the durability and lifecycle costs of the proposed substitution.
F. Failure to submit all the required substantiating data detailed above in a timely
manner so that the substitution request can be adequately reviewed may result in
rejection of the substitution request. The Engineer is not obligated to review multiple
submittals related the same substitution request resulting from the Contractor’s
failure to initially submit a complete package.
G. Time limitations within this Article shall be strictly complied with and in no case will
an extension of time for completion of the contract be granted because of
Contractor’s failure to provide substitution requests at the time and in the manner
described herein.
H. The Contractor shall bear the costs of all the City work associated with the review of
substitution requests.
I. If substitution requests approved by the Engineer require that Contractor furnish
materials, methods or services more expensive than that specified, the increased
costs shall be borne by Contractor.
ARTICLE 7 -SUBSURFACE AND PHYSICAL CONDITIONS; UTILITIES
7.1 Soils Investigations.
A. When a soils investigation report for the Site is available, such report is provided for
informational purposes only. Any information obtained from such report as to
subsurface soil condition, or to elevations of existing grades or elevations of
underlying rock, is approximate only and is not guaranteed. Contractor
acknowledges that any soils investigation report (including any borings) was
prepared for purposes of design only and Contractor is required to examine the Site
before submitting its Bid and must make whatever tests it deems appropriate to
determine the condition of the soil.
7.2 Ownership of Site Materials Found.
A. The title to water, soil, rock, gravel, sand, minerals, timber and any other materials
developed or obtained in the excavation or other operations of Contractor or any of
its Subcontractors in the performance of the Contract, and the right to use said items
in carrying out the Contract, or to dispose of same, is hereby expressly reserved by
the City. Neither Contractor nor any of its Subcontractors nor any of their
representatives or employees shall have any right, title, or interest in said materials,
nor shall they assert or make any claim thereto. Contractor will, as determined by
the City’s Representative, be permitted to use in the Work without charge, any such
materials which meet the requirements of the Contract Documents, provided the City
shall have the right to use or consume these materials without payment to a third
party.
Packet Page. 400
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-59-00 72 00 – GENERAL CONDITIONS
7.3 Existence of Utilities at the Work Site.
A. Existing Utilities
1. The location of known existing utilities and pipelines are shown on the Plans in
their approximate locations. However, nothing herein shall be deemed to require
the City to indicate the presence of existing service laterals or appurtenances
whenever the presence of such utilities on the site of the project can be inferred
from the presence of other visible facilities, such as buildings, cleanouts, meter
and junction boxes, on or adjacent to the Site of the Project.
2. The City will assume the responsibility for the timely removal, relocation, or
protection of existing main or trunk line utility facilities located on the Project site if
such utilities are not identified by the City in the Contract Documents or which
cannot reasonably be inferred from the presence of other visible facilities.
B. Utility Location
1. It shall be the Contractor’s responsibility to determine the exact location and depth
of all utilities, including service connections, which have been marked by the
respective utility owners and which the Contractor believes may affect or be
affected by the Contractor’s operations. The Contractor shall not be entitled to
additional compensation nor time extensions for work necessary to avoid
interferences nor for repair to damaged utilities if the Contractor does not expose
all such existing utilities as required by this Article.
2. The locating of utilities shall be in conformance with Government Code Section
4216 et seq. except for the City’s utilities located on the City’s property and not on
public right-of-way.
3. A “High Priority Subsurface Installation” is defined in Government Code Section
4216 (j) as “high-pressure natural gas pipelines with normal operating pressures
greater than 415kPA gauge (60psig) or greater than six inches nominal pipe
diameter, petroleum pipelines, pressurized sewage pipelines, high-voltage electric
supply lines, conductors, or cables that have a potential to ground of greater than
or equal to 60kv, or hazardous materials pipelines that are potentially hazardous
to workers or the public if damaged.”
4. A “Subsurface Installation” is defined in Government Code Section 4216 (s) as
“any underground pipeline, conduit, duct, wire, or other structure, except
nonpressurized sewer lines, nonpressurized storm drains, or other nonpressurized
drain lines.”
5. Pursuant to Government Code Section 4216.2 the Contractor shall contact the
appropriate regional notification center at least two (2) working days but not more
than 14 Days before performing any excavation. The date of the notification shall
not count as part of the two-working-day notice. Before notifying the appropriate
regional notification center, the Contractor shall delineate the area to be
excavated. The Contractor shall request that the utility owners conduct a utility
survey and mark or otherwise indicate the location of their service. The Contractor
Packet Page. 401
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-60-00 72 00 – GENERAL CONDITIONS
shall furnish to the Engineer written documentation of its contact(s) with the
regional notification center prior to commencing excavation at such locations.
6. After the utility survey is completed, the Contractor shall commence “potholing” or
hand digging to determine the actual location of the pipe, duct, or conduit and in
accordance with Government Code Section 4216.4 if the excavation within the
“tolerance zone” of a subsurface installation. The Engineer shall be given notice
prior to commencing potholing operations. The Contractor shall uncover all piping
and conduits, to a point one (1) foot below the pipe, where crossings, interferences,
or connections are shown on the Drawings, prior to trenching or excavating for any
pipe or structures, to determine actual elevations. New pipelines shall be laid to
such grade as to clear all existing facilities, which are to remain in service for any
period subsequent to the construction of the run of pipe involved.
7. The Contractor's attention is directed to the requirements of Government Code
Section 4216.2 (c) which provides: “When the excavation is proposed within 10
feet of a high priority subsurface installation, the operator of the high priority
subsurface installation shall notify the excavator of the existence of the high priority
subsurface installation to set up an onsite meeting prior to the legal excavation
start date and time or at a mutually agreed upon time to determine actions or
activities required to verify the location and prevent damage to the high priority
subsurface installation. As part of the meeting, the excavator shall discuss with the
operator the method and tools that will be used during the excavation and the
information the operator will provide to assist in verifying the location of the
subsurface installation. The excavator shall not begin excavating until after the
completion of the onsite meeting.” The Contractor shall notify the Engineer in
advance of this meeting.
C. Utility Relocation and Repair
1. If interferences occur at locations other than those indicated in the Contract
Documents with reasonable accuracy, the Contractor shall notify the Engineer in
writing. The Engineer will supply a method for correcting said interferences in
accordance with the responsibilities of this section and Government Code Section
4215. To the extent any delay is caused thereby, Contractor shall submit a notice
of delay within five (5) Days of discovery of the circumstances giving rise to the
delay in accordance with Article 9.1 Change Orders and Time Extensions.
2. Care shall be exercised by the Contractor to prevent damage to adjacent existing
facilities and public or private works; where equipment will pass over these
obstructions, suitable planking shall be placed. If high priority subsurface
installations are damaged and the operator cannot be contacted, the Contractor
shall call 911 emergency services.
3. The City will compensate the Contractor for the costs of locating and repairing
damage not due to the failure of the Contractor to exercise reasonable care, and
for removing or relocating such main or trunk line utility facilities not indicated in
the Contract Documents with reasonable accuracy, and for the cost of equipment
on the Project necessarily idled during such work. The payment for such costs will
be made as provided in Article 9.1 Change Orders and Time Extensions. The
Packet Page. 402
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-61-00 72 00 – GENERAL CONDITIONS
Contractor shall not be assessed liquidated damages for delay in completion of the
Project, when such delay is caused by the failure of the City or utility company to
provide for removal or relocation of such utility facilities. Requests for extensions
of time arising out of utility relocation or repair delays shall be filed in accordance
with Article 9.1 Change Orders and Time Extensions and Article 9.3 Time for
Completion and Liquidated Damages.
4. The public utility, where it is the owner of the affected utility, shall have the sole
discretion to perform repairs or relocation work or permit the Contractor to do such
repairs or relocation work at a reasonable price. The right is reserved to the City
and the owners of utilities or their authorized agents to enter upon the Work area
for the purpose of making such changes as are necessary for the rearrangement
of their facilities or for making necessary connections or repairs to their properties.
The Contractor shall cooperate with forces engaged in such work and shall
conduct its operations in such a manner as to avoid any unnecessary delay or
hindrance to the work being performed by such forces and shall allow the
respective utilities time to relocate their facility.
5. When the Contract Documents indicate that a utility is to be relocated, altered or
constructed by others, the City will conduct all negotiations with the utility company
and the work will be done at no cost to the Contractor, unless otherwise stipulated
in the Contract Documents.
6. Temporary or permanent relocation or alteration of utilities desired by the
Contractor for its own convenience shall be the Contractor’s responsibility and it
shall make arrangements and bear all costs for such work.
D. Construction at Existing Utilities
1. Where the Work to be performed crosses or otherwise interferes with water, sewer,
gas, or oil pipelines; buried cable; or other public or private utilities, the Contractor
shall perform construction in such a manner so that no damage will result to either
public or private utilities. It shall be the responsibility of the Contractor to determine
the actual locations of, and make accommodates to maintain, all utilities.
2. Before any utility is taken out of service, permission shall be obtained by the
Contractor from the owner. The owner, any impacted resident or business owner
and the City Representative will be advised of the nature and duration of the utility
outage as well as the Contractor’s plan for providing temporary utilities if required
by the owner. The Contractor shall be liable for all damage which may result from
its failure to maintain utilities during the progress of the Work, and the Contractor
shall indemnify City as required by the Contract Documents from all claims arising
out of or connected with damage to utilities encountered during construction;
damages resulting from disruption of service; and injury to persons or damage to
property resulting from the negligent, accidental, or intentional breaching of
utilities.
3. Unless otherwise called for by the Contract Documents, the cost of all material,
equipment, and labor required to complete this work, shall be included in
Packet Page. 403
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-62-00 72 00 – GENERAL CONDITIONS
Contractor’s bid and distributed in the schedule of pay Items. No additional
compensation shall be made to the Contractor for this work.
7.4 Trenches
A. Trenches Five Feet or More in Depth.
1. Contractor shall submit to the Engineer at the preconstruction meeting, a detailed
plan showing the design of shoring, bracing, sloping or other provisions to be made
for worker protection from hazards of caving ground during the excavation of any
trench or trenches five feet or more in depth. If such plan varies from shoring
system standards established by the Construction Safety Orders of the California
Code of Regulations, Department of Industrial Relations, the plan shall be
prepared by a California registered civil or structural engineer. The plan shall not
be less effective than the shoring, bracing, sloping, or other provisions of the
Construction Safety Orders, as defined in the California Code of Regulations. The
Contractor shall designate in writing the “competent person” as defined in Title 8,
California Code of Regulations, who shall be present at the Work Site each day
that trenching/excavation is in progress. The “competent person” shall prepare
and provide daily trenching/excavation inspection reports to the Engineer.
Contractor shall also submit a copy of its annual California Occupational Safety
and Health Administration (Cal/OSHA) trench/excavation permit.
B. Excavations Deeper than Four Feet.
1. If the Work involves excavating trenches or other excavations that extend deeper
than four (4) feet below the surface, Contractor shall promptly within three (3)
Days, and before the excavation is further disturbed, notify the City in writing of
any of the following conditions:
a. Material that the Contractor believes may be material that is hazardous waste,
as defined in section 25117 of the Health and Safety Code, that is required to
be removed to a Class I, Class II, or Class III disposal site in accordance with
provisions of existing law.
b. Subsurface or latent physical conditions at the site differing from those
indicated.
c. Unknown physical conditions at the site of any unusual nature, different
materially from those ordinarily encountered and generally recognized as
inherent in work of the character provided for in the Contract.
2. The City shall promptly investigate the conditions, and if it finds that the conditions
do so materially differ, or do involve hazardous waste, and cause a decrease or
increase in Contractor’s cost of, or the time required for, performance of any part
of the Work, shall issue a Change Order under the procedures described in Article
9.1 Change Orders and Time Extensions.
3. In the event that a dispute arises between the City and the Contractor as to whether
the conditions materially differ, or involve hazardous waste, or cause a decrease
Packet Page. 404
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-63-00 72 00 – GENERAL CONDITIONS
or increase in the Contractor’s cost of, or time required for, performance of any
part of the Work, the Contractor shall not be excused from any scheduled
completion date provided for by the Contract, but shall proceed with all Work to be
performed under the Contract. Contractor shall retain any and all rights provided
either by contract or by law which pertain to the resolution of disputes and protests
between the parties.
ARTICLE 8 -PROSECUTION OF THE WORK
8.1 Contractor’s Means and Methods.
A. Contractor is solely responsible for the means and methods utilized to perform the
Work. In no case shall the Contractor’s means and methods deviate from commonly
used industry standards.
8.2 Construction Schedule.
A. General Requirements. The schedule shall be prepared in a Critical Path Method
(“CPM”) format and in an electronic scheduling program acceptable to the City and
as specified in the Contract Documents. Contractor shall deliver the schedule and
all updates to the City in both paper and electronic form. The electronic versions
shall be in the format and include all data used to prepare the schedule. Copies are
not acceptable.
B. Schedule. The receipt or approval of any schedules by the City shall not in any way
relieve the Contractor of its obligations under the Contract Documents. The
Contractor is fully responsible to determine and provide for any and all staffing and
resources at levels which allow for good quality and timely completion of the Project.
Contractor’s failure to incorporate all elements of Work required for the performance
of the Contract or any inaccuracy in the schedule shall not excuse the Contractor
from performing all Work required for a completed Project within the specified
Contract Time. If the required schedule is not received by the time the first payment
under the Contract is due, Contractor shall not be paid until the schedule is received,
reviewed and accepted by the City.
C. Schedule Contents. The schedule shall allow enough time for inclement weather.
The schedule shall indicate the beginning and completion dates of all phases of
construction; critical path for all critical, sequential time related activities; and “float
time” for all “slack” or “gaps” in the non-critical activities. The schedule shall include
appropriate time allowances and constraints for submittals, items of interface with
Work performed by others, and specified construction, start-up and performance
tests. All float shall be owned by the Project. Schedules indicating early or late
completion shall not modify or have any effect on the Contract Time, regardless of
whether the schedules are reviewed and/or accepted by the City. For purposes of
determining Liquidated Damages, the Contract Time shall control and may only be
altered by a duly authorized Change Order.
D. Schedule Updates. Contractor shall continuously update its construction schedule.
Contractor shall submit an updated and accurate construction schedule to the City:
(1) prior to the start of construction, if there are any changes to the initial schedule;
Packet Page. 405
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-64-00 72 00 – GENERAL CONDITIONS
(2) with each progress payment request; and (3) whenever requested to do so by
the City. The City may withhold progress payments or other amounts due under the
Contract Documents if Contractor fails to submit an updated and accurate
construction schedule. Upon the City’s request, Contractor shall submit any
schedules or updates to the City in the native electronic format of the software used
to create the schedule. Contractor shall also submit schedules showing a two-week
detailed look-ahead at weekly meetings conducted with the City. The two-week look-
ahead schedule shall clearly identify all staffing and other resources which in the
Contractor’s judgment are needed to complete the Work within the Contract Time,
and it shall clearly state the number of staff to be used on each daily segment of the
Work.
E. Acceptance. Acceptance of the schedules by the City will not impose on
responsibility for accuracy, for sequencing, scheduling, or progress of the Work, or
compliance with the Contract Documents. Acceptance will not interfere with or
relieve Contractor from Contractor’s full responsibility therefor.
F. Recovery Schedule.
1. Should any of the following conditions exist, City may require Contractor to
prepare, at no extra cost to City, a plan of action and a recovery schedule for
completing the Work and achieving all contractual milestones within the allotted
Contract Time:
a. The Contractor's monthly progress report indicates delays that are, in the
opinion of City, of sufficient magnitude that City questions the Contractor's
ability to complete the Work;
b. The schedule shows the Contractor to be thirty (30) or more days behind the
critical path at any time during construction;
c. The Contractor desires to make changes in the logic or the planned duration
of future activities of the schedule which, in the opinion of City, are major in
nature.
2. The recovery schedule shall include proposed revisions to the Construction
Schedule, demonstrating how Contractor intends to achieve all contractual
milestones including Contract completion within the allotted Contract Time. The
submittal shall include a narrative describing the actions planned by the Contractor
to recover the schedule.
3. Contractor shall submit the Recovery Schedule within seven (7) Days of City’s
request. If Contractor asserts that City is responsible for the delay, failure to submit
the recovery schedule within seven (7) Days of City’s request, will be considered
a concurrent delay event attributable to Contractor, and Contractor shall only be
entitled to non-compensable adjustments to Contract Times. If Contractor is
responsible for the delay, this provision will not limit or affect Contractor's liability
and failure to submit the recovery schedule with seven (7) Days of City’s request
may result in City withholding progress payments or other amounts due under the
Contract Documents.
Packet Page. 406
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-65-00 72 00 – GENERAL CONDITIONS
4. Contractor is responsible for all costs associated with the preparation and
execution of the recovery schedule, including any necessary recovery actions,
which may include, but are not limited to, assignment of additional labor, and/or
equipment, shift or overtime work, expediting of submittals or deliveries,
overlapping of activities or sequencing changes to increase activity concurrence.
Regardless of whether City directs Contractor to prepare a recovery schedule
pursuant to this Section, Contractor shall promptly undertake appropriate action at
no additional cost to City to recover the schedule whenever the current
construction schedule shows that the Contractor will not achieve a milestone
and/or complete the Work within the allotted Contract Time.
8.3 Time for Completion and Liquidated Damages
A. Time for Completion. The time for completion set forth in Article 2 of the Contract
for Construction shall commence: (1) on the date stated in the Notice to Proceed, or
(2) if the Notice to Proceed does not specify a commencement date, then on the
date of the Notice to Proceed and shall be completed by Contractor in the time
specified in the Contract Documents. The City is under no obligation to consider
early completion of the Project; and the Contract completion date shall not be
amended by the City’s receipt or acceptance of the Contractor’s proposed earlier
completion date. Any difference in time between the Contractor’s early completion
and the Contract Time shall be considered a part of the Project float. Contractor
shall not be entitled to compensation, and the City will not compensate Contractor,
for delays which impact early completion. Contractor shall not, under any
circumstances, receive additional compensation from the City (including but not
limited to indirect, general, administrative or other forms of overhead costs) for the
period between the time of earlier completion proposed by the Contractor and the
Contract completion date.
B. Liquidated Damages. If the Work is not completed within the Contract Time(s), it is
understood that the City will suffer damage. In accordance with Government Code
section 53069.85 and Public Contract Code section 7102, being impractical and
infeasible to determine the amount of actual damage, it is agreed that Contractor
shall pay to the City as fixed and liquidated damages, and not as a penalty, the sum
stipulated in the Contract for each calendar day of delay until the Work is fully
completed. Contractor and its surety shall be liable for any liquidated damages. Any
money due or to become due the Contractor may be retained to cover liquidated
damages.
C. Inclement Weather. Contractor shall abide by the Engineer’s determination of what
constitutes inclement weather. Time extensions for inclement weather shall only be
granted when the Work stopped during inclement weather is on the critical path of
the Project schedule. Contractor shall not be entitled to reverse liquidated damages
for time extensions resulting from inclement weather.
D. Extension of Time. Contractor’s entitlement to an extension of the Contract Time is
limited to a City-caused extension of the critical path, reduced by the Contractor’s
concurrent delays, and established by a proper time impact analysis. Contractor
shall not be charged liquidated damages because of any delays in completion of the
Work due to unforeseeable causes beyond the control and without the fault or
Packet Page. 407
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-66-00 72 00 – GENERAL CONDITIONS
negligence of Contractor (or its Subcontractors or Suppliers). The City shall
ascertain the facts and extent of delay and grant extension of time for completing
the Work when, in its judgment, the facts justify such an extension. Contractor shall
not be entitled to an adjustment in the Contract Times for delays within the control
of Contractor. Delays attributable to and within the control of a Subcontractor or
Supplier shall be deemed to be delays within the control of Contractor.
E. Reverse Liquidated Damages. Consistent with Public Contract Code Section 7102,
Contractor will be compensated for damages incurred due to unreasonable delays
to the critical path for which the City is responsible. The parties agree that
determining Contractor’s exact delay damages are and will continue to be
impracticable and extremely difficult. As such, for each calendar day in excess of
the time for completion set forth in Article 2 of the Contract for Construction, the City
shall pay to the Contractor the sum stipulated in the Contract per day. Such amount
shall constitute the only payment allowed for any City-caused delays and shall
necessarily include all overhead, all profits, all administrative costs, all bond costs,
all labor, materials, equipment and rental costs and any other costs, expenses and
fees incurred or sustained as a result of such delays. Contractor shall not be entitled
to reverse liquidated damages for any change in the Work in which Contractor is
compensated for overhead and profit through a change in Unit Price Work or a
Change Order resulting in a lump sum or allowed mark-up for the additional Work.
The amount of reverse liquidated damages shall be reduced by Contractor’s
concurrent delays.
F. Force Majeure. In accordance with subparagraphs “D” and “E” above, the
Contractor shall not be charged liquidated damages, and the City shall not be
responsible, for any delays resulting from a Force Majeure Event. If a delay to the
critical path results from a Force Majeure Event, the Contractor will be entitled to a
time extension but will not receive an adjustment to the Contract Price or any other
compensation. Such a non-compensable adjustment shall be Contractor’s sole and
exclusive remedy for such delays.
G. No Damages for Reasonable Delay. The City’s liability to Contractor for delays for
which the City is responsible shall be limited to only an extension of time unless such
delays were unreasonable under the circumstances. In no case shall the City be
liable for any costs which are borne by the Contractor in the regular course of
business, including, but not limited to, home office overhead and other ongoing
costs. Damages caused by unreasonable City delay shall be based on actual costs
only, no proportions or formulas shall be used to calculate any delay damages.
H. Procedure for Time Extensions and Delay Damages. Contractor shall not be entitled
to any extension of time or any reverse liquidated damages unless Contractor
properly notices the delay and adjustment to compensation and requests a Change
Order in accordance with Article 9.1 Change Orders and Time Extensions.
Contractor’s failure to timely and fully comply with the Change Order procedures in
the Contract Documents shall constitute a waiver of Contractor’s right to a time
extension or reverse liquidated damages.
Packet Page. 408
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-67-00 72 00 – GENERAL CONDITIONS
8.4 Contractor’s Responsibility for Work.
A. Until the acceptance of the Work by the Engineer as evidenced in writing, it shall be
under the charge and care of the Contractor. The Contractor shall take every
necessary precaution against injury or damage to any part thereof by the action of
the elements or from any cause whether arising from the execution or non-execution
of the Work. The Contractor shall rebuild, repair, restore and make good at its own
expense all injuries or damages to any portion of the Work before its completion and
acceptance. In the event of damage proximately caused by an Act of God, as
defined by Section 7105 of the Public Contract Code, the City will pay for repair or
restoration to damaged Work in excess of 5% of the total Bid.
8.5 Occupancy.
A. The City reserves the right to occupy or utilize any portion of the Work at any time
before completion, and such occupancy or use shall not constitute acceptance of
any part of Work covered by this Contract. This use shall not relieve the Contractor
of its responsibilities under the Contract.
8.6 Securities for Money Withheld
A. Pursuant to section 22300 of the Public Contract Code of the State of California,
Contractor may request the City to make retention payments directly to an escrow
agent or may substitute securities for any money withheld by the City to ensure
performance under the contract. At the request and expense of Contractor,
securities equivalent to the amount withheld shall be deposited with the City or with
a state or federally chartered bank as the escrow agent who shall return such
securities to Contractor upon satisfactory completion of the contract. Deposit of
securities with an escrow agent shall be subject to a written agreement substantially
in the form provided in section 22300 of the Public Contract Code.
8.7 The City’s Right to Suspend/Terminate the Contract
A. Suspension of Work by the City
1. The City may, at its sole option, decide to suspend at any time the performance of
all or any portion of the Work by notice in writing to Contractor. Such notice of
suspension of Work will designate the amount and type of plant, labor, and
equipment to be committed to the Project during the period of suspension.
Contractor shall use its best efforts to utilize its plant, labor, and equipment in such
a manner as to minimize costs associated with suspension.
2. Upon receipt of any such notice, Contractor shall, unless the notice requires
otherwise:
a. Immediately discontinue Work on the date and to the extent
specified in the notice;
Packet Page. 409
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-68-00 72 00 – GENERAL CONDITIONS
b. Place no further orders or subcontracts for material, services, or
facilities with respect to suspended Work other than to the extent required
in the notice;
c. Promptly make every reasonable effort to obtain suspension upon
terms satisfactory to the City’s Representative of all orders, subcontracts,
and rental agreements to the extent they relate to performance of Work
suspended; and
d. Continue to protect and maintain the Work including those portions
on which Work has been suspended.
3. Except as provided by this Article, as full and complete compensation for such
suspension, Contractor shall be granted an adjustment in the Contract Price based
on a negotiated daily rate that reflects the Contractor’s actual costs associated with
the demobilized condition of the Site and an extension of the Contract Times equal
to the number of days performance of Work is suspended; provided, however, that
no adjustment of Contract Price or extension of Contract Times shall be granted if
the suspension results from Contractor's non-compliance with the requirements of
the Contract.
B. Termination for Cause by the City:
1. In the sole estimation of the City, if the Contractor refuses or fails to prosecute the
Work or any separable part thereof with such diligence as will insure its completion
within the time specified by the Contract Documents, or any extension thereof, or
fails to complete such Work within such time, or if the Contractor should be
adjudged a bankrupt, or if it should make a general assignment for the benefit of
its creditors, or if a receiver should be appointed on account of its insolvency, or
the Contractor or any of its subcontractors should violate any of the provisions of
this Contract, the City may serve written notice upon the Contractor and its surety
of the City's intention to terminate this Contract. This notice of intent to terminate
shall contain the reasons for such intention to terminate this Contract, and a
statement to the effect that the Contractor's right to perform this Contract shall
cease and terminate upon the expiration of ten (10) Days unless such violations
have ceased and arrangements satisfactory to the City have been made for
correction of said violations.
2. After expiration of the ten (10) Day period, the City may terminate the Contract by
providing a Notice of Termination to the Contractor. The City may take over and
complete the Work by any method it may deem appropriate, including enforcement
of the Project performance bond. Contractor and its surety shall be liable to the
City for any excess costs or other damages incurred by the City to complete the
Work. If the City takes over the Work, the City may, without liability for so doing,
take possession of and utilize in completing the Work such materials, appliances,
plant, and other property belonging to the Contractor as may be on the Site.
3. Upon termination, Contractor shall not be entitled to receive any further payment
from the City, except for Work which was duly performed prior to the effective date
of the Notice of Termination. Contractor shall submit an invoice for final payment
Packet Page. 410
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-69-00 72 00 – GENERAL CONDITIONS
within thirty (30) Days of the effective date of the Notice of Termination. The City
may withhold from final payment up to 150% of any disputed amounts, including
any amounts which may be necessary to repair defective Work, complete
unfinished Work, or are otherwise occasioned by Contractor’s failure to perform its
duties under the Contract.
C. Termination for Convenience by the City:
1. The City may terminate performance of the Work called for by the Contract
Documents in whole or, from time to time, in part, upon ten (10) Days written notice
if the City determines that a termination is in the City's interest.
2. The Contractor shall terminate all or any part of the Work upon delivery to the
Contractor of a Notice of Termination specifying that the termination is for the
convenience of the City, the extent of termination, and the effective date of such
termination.
3. After receipt of Notice of Termination, and except as directed by the City's
Representative, the Contractor shall, regardless of any delay in determining or
adjusting any amounts due under this termination for convenience clause,
immediately proceed with the following obligations:
a. Stop Work as specified in the Notice.
b. Complete any Work specified in the Notice of Termination in a least
cost/shortest time manner while still maintaining the quality called for under
the Contract Documents.
c. Leave the property upon which the Contractor was working and
upon which the facility (or facilities) forming the basis of the Contract
Document is situated in a safe and sanitary manner such that it does not
pose any threat to the public health or safety.
d. Terminate all subcontracts to the extent that they relate to the
portions of the Work terminated.
e. Place no further subcontracts or orders, except as necessary to
complete the continued portion of the Contract.
f. Submit to the City's Representative, within ten (10) Days from the
effective date of the Notice of Termination, all of the usual documentation
called for by the Contract Documents to substantiate all costs incurred by
the Contractor for labor, materials and equipment through the effective date
of the Notice of Termination. Any documentation substantiating costs
incurred by the Contractor solely as a result of the City's exercise of its right
to terminate this Contract pursuant to this clause, which costs the
contractor is authorized under the Contract documents to incur, shall: (1)
be submitted to and received by the Engineer no later than 30 Days after
the effective date of the Notice of Termination; (2) describe the costs
incurred with particularity; and (3) be conspicuously identified as
Packet Page. 411
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-70-00 72 00 – GENERAL CONDITIONS
“Termination Costs occasioned by the City's Termination for Convenience.”
If the City rejects any costs, Contractor shall be deemed to waive the
rejected costs unless Contractor files a Claim within thirty (30) Days of the
rejection pursuant to Article 9.2.
g. Contractor shall be entitled to receive only the amounts payable
under this Article, and Contractor specifically waives any claim for any other
amounts or damages, including, but not limited to, any claim for
consequential damages or lost profits. The provisions in this Article are in
addition to and not in limitation of any other rights or remedies available to
the City.
4. Termination of the Contract shall not relieve surety of its obligation for any just
claims arising out of or relating to the Work performed.
5. Notwithstanding any other provision of this Article, when immediate action is
necessary to protect life and safety or to reduce significant exposure or liability, the
City may immediately order Contractor to cease Work on the Project until such
safety or liability issues are addressed to the satisfaction of the City or the Contract
is terminated.
6. If the City terminates Contractor for cause, and if it is later determined that the
termination was wrongful, such default termination shall automatically be
converted to and treated as a termination for convenience. In such event,
Contractor shall be entitled to receive only the amounts payable under this section,
and Contractor specifically waives any claim for any other amounts or damages,
including, but not limited to, any claim for consequential damages or lost profits.
8.8 Completion and Acceptance of Work
A. Final Inspection. Upon written notice from Contractor that the entire Work is
complete, the Engineer will promptly make a final inspection with the City and
Contractor and will notify Contractor in writing of all particulars in which this
inspection reveals that the Work is incomplete or defective. Contractor shall
immediately take such measures as are necessary to complete such Work or
remedy such deficiencies.
B. Final Acceptance. The acceptance of the Work on behalf of the City will be made
by the Engineer. Such acceptance by the City shall not constitute a waiver of
defects. After Contractor has, in the opinion of the Engineer, satisfactorily completed
all corrections identified during the final inspection and has delivered, in accordance
with the Contract Documents, all maintenance and operating instructions,
schedules, guarantees, bonds, certificates or other evidence of insurance,
certificates of inspection, Record Documents, and other documents required by the
Contract Documents, the City shall execute a Notice of Completion, constituting final
acceptance and completion of the Project, except as may be expressly noted.
Packet Page. 412
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-71-00 72 00 – GENERAL CONDITIONS
8.9 Warranty and Guaranty of Work.
A. Contractor hereby warrants that materials and Work shall be completed in
conformance with the Contract Documents and that the materials and Work provided
will fulfill the requirements of this Warranty. Contractor hereby agrees to repair or
replace, at the discretion of the City, any or all Work that may prove to be defective
in its workmanship, materials furnished, methods of installation or fail to conform to
the Contract Document requirements together with any other Work which may be
damaged or displaced by such defect(s) within a period of one (1) year (or as
otherwise indicated in the Contract Documents or in any guarantee or warranty
provided by any manufacturer or supplier of equipment or materials incorporated into
the Work, whichever is later) from the date of the Notice of Completion of the Project
without any expense whatever to the City, ordinary wear and tear and unusual abuse
and neglect excepted. Contractor shall be required to promptly repair or replace
defective equipment or materials, at Contractor’s option. All costs associated with
such corrective actions and testing, including the removal, replacement, and
reinstitution of equipment and materials necessary to gain access, shall be the sole
responsibility of the Contractor.
B. For any Work so corrected, Contractor’s obligation hereunder to correct defective
Work shall be reinstated for an additional one (1) year period, commencing with the
date of acceptance of such corrected Work. The reinstatement of the one (1) year
warranty shall apply only to that portion of work that was corrected. Contractor shall
perform such tests as the City may require to verify that any corrective actions,
including, without limitation, redesign, repairs, and replacements comply with the
requirements of the Contract. In the event of Contractor’s failure to comply with the
above-mentioned conditions within ten (10) Days after being notified in writing of
required repairs, to the reasonable satisfaction of the City, the City shall have the
right to correct and replace any defective or non-conforming Work and any work
damaged by such work or the replacement or correction thereof at Contractor’s sole
expense. Contractor shall be obligated to fully reimburse the City for any expenses
incurred hereunder immediately upon demand.
C. In addition to the warranty set forth in this Article, Contractor shall obtain for the City
all warranties that would be given in normal commercial practice and assign to the
City any and all manufacturer’s or installer’s warranties for equipment or materials
not manufactured by Contractor and provided as part of the Work, to the extent that
such third-party warranties are assignable and extend beyond the warranty period
set forth in this Article. Contractor shall furnish the City with all warranty and
guarantee documents prior to final acceptance of the Project by the City as required.
D. When specifically indicated in the Contract Documents or when directed by the
Engineer, the City may furnish materials or products to the Contractor for installation.
In the event any act or failure to act by Contractor shall cause a warranty applicable
to any materials or products purchased by the City for installation by the Contractor
to be voided or reduced, Contractor shall indemnify the City from and against any
cost, expense, or other liability arising therefrom, and shall be responsible to the City
for the cost of any repairs, replacement or other costs that would have been covered
by the warranty but for such act or failure to act by Contractor.
Packet Page. 413
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-72-00 72 00 – GENERAL CONDITIONS
E. The Contractor shall remedy at its expense any damage to City-owned or controlled
real or personal property.
F. The City shall notify the Contractor, in writing, within a reasonable time after the
discovery of any failure, defect, or damage. The Contractor shall within ten (10)
Days after being notified commence and perform with due diligence all necessary
Work. If the Contractor fails to promptly remedy any defect or damage, the City shall
have the right to replace, repair or otherwise remedy the defect, or damage at the
Contractor’s expense.
G. In the event of any emergency constituting an immediate hazard to health, safety,
property, or licensees, when caused by Work of the Contractor not in accordance
with the Contract requirements, the City may undertake at Contractor’s expense,
and without prior notice, all Work necessary to correct such condition.
H. Acceptance of Defective Work.
1. If, instead of requiring correction or removal and replacement of defective Work,
the City prefers to accept it, the City may do so. Contractor shall pay all claims,
costs, losses, and damages (including but not limited to all fees and charges of
engineers, architects, attorneys, and other professionals and all court or arbitration
or other dispute resolution costs) attributable to the City’s evaluation of and
determination to accept such defective Work and for the diminished value of the
Work. If any acceptance of Defective Work occurs prior to release of the Project
retention, a Change Order will be issued incorporating the necessary revisions in
the Contract Documents with respect to the Work, and the City shall be entitled to
an appropriate decrease in the Contract Price, reflecting the diminished value of
Work and all costs incurred by the City. If the acceptance of defective occurs after
release of the Project retention, an appropriate amount will be paid by Contractor
to the City.
I. The City May Correct Defective Work
1. If Contractor fails within a reasonable time after written notice from the City to
correct Defective Work, or to remove and replace rejected Work as required by the
City, or if Contractor fails to perform the Work in accordance with the Contract
Documents, or if Contractor fails to comply with any other provision of the Contract
Documents, the City may, after seven (7) Days written notice to Contractor,
correct, or remedy any such deficiency.
2. In connection with such corrective or remedial action, the City may exclude
Contractor from all or part of the Site, take possession of all or part of the Work
and suspend Contractor’s services related thereto, take possession of Contractor’s
tools, appliances, construction equipment and machinery at the Site, and
incorporate in the Work all materials and equipment stored at the Site or for which
the City has paid Contractor but which are stored elsewhere. Contractor shall allow
the City, and the agents, employees, other contractors, and consultants of each of
them, access to the Site to enable the City to exercise the rights and remedies to
correct the Defective Work.
Packet Page. 414
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-73-00 72 00 – GENERAL CONDITIONS
3. All claims, costs, losses, and damages (including but not limited to all fees and
charges of engineers, architects, attorneys, and other professionals and all court
or arbitration or other dispute resolution costs) incurred or sustained by the City
correcting the Defective Work will be charged against Contractor, and a Change
Order will be issued incorporating the necessary revisions in the Contract
Documents with respect to the Work; and the City shall be entitled to an
appropriate decrease in the Contract Price. Such claims, costs, losses and
damages will include but not be limited to all costs of repair, or replacement of work
of others destroyed or damaged by correction, removal, or replacement of
defective Work.
4. If the Change Order is executed after all payments under the Contract have been
paid by the City and the Project Retention is held in an escrow account as
permitted by the Contract Documents, Contractor will promptly alert the escrow
holder, in writing, of the amount of Retention to be paid to the City. If the Change
Order is executed after release of the Project retention, an appropriate amount will
be paid by Contractor to the City. Contractor shall not be allowed an extension of
the Contract Times because of any delay in the performance of the Work
attributable to the City correcting Defective Work.
J. Nothing in the warranty or in the Contract Documents shall be construed to limit the
rights and remedies available to the City at law or in equity, including, but not limited
to, Code of Civil Procedure section 337.15.
ARTICLE 9 -CHANGE ORDERS; DISPUTE RESOLUTION
9.1 Change Orders and Time Extensions
All changes to the Contract, including compensation increases and time extensions, shall be
through a written Change Order in accordance with this Article. The City, without invalidating the
Contract, may order changes in the Work consisting of additions, deletions or other revisions, and
Contractor’s compensation and the time for completion shall be adjusted accordingly. Whenever
any change is made as provided for herein, such change shall be considered and treated as
though originally included in the Contract, and shall be subject to all terms, conditions, and
provisions of the original Contract. Contractor shall not be entitled to claim or bring suit for
damages, whether for loss of profits or otherwise, on account of any decrease or omission of any
item or portion of Work to be done. No dispute, disagreement, or failure of the parties to reach
agreement on the terms of the Change Order shall relieve the Contractor from the obligation to
proceed with performance of the Work, including Additional Work, promptly and expeditiously.
Any alterations, extensions of time, Additional Work, or any other changes may be made without
securing consent of the Contractor’s surety or sureties.
A. Change in Contract Procedures
1. City Directive. The City may direct changes in the Work by delivering a written
directive. To the extent the work directive results in a change to compensation or
time, Contractor must timely request a Change Order and comply with all Change
Order procedures in accordance with this Article. Notwithstanding issuance of a
work directive, Contractor’s failure to timely request a Change Order shall
constitute a waiver by Contractor of any adjustment to compensation or time
Packet Page. 415
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-74-00 72 00 – GENERAL CONDITIONS
extension for Work performed under the directive. The City shall not be liable to
Contractor for Work performed or omitted by Contractor in reliance on verbal
orders.
2. Contractor’s Notice of Change/Delay. If Contractor intends to initiate a Change
Order Request, then Contractor shall provide the City with written notice of the
underlying facts and circumstances that gave rise to the proposed change within
the following times:
a. If due to unknown subsurface or latent physical conditions, within three (3) days
from the discovery date or prior to the alterations of the conditions, whichever
is earlier.
b. If due to a Force Majeure Event, as soon as reasonably practicable under the
conditions, which shall be no longer than three (3) days from the date the
Contractor discovers that the Force Majeure Event gives rise to a change,
unless that the conditions are such that notice within three (3) days is not
possible or practicable.
c. If due to any other matter that may involve an adjustment to the Contract Time
or the Contract Price, within seven (7) days from the discovery date.
To be considered valid and complete, the notice of change/delay shall include
a general statement of the circumstances giving rise to the notice of
change/delay and a reasonable order of magnitude estimate of the additional
costs and/or time. If the circumstances give rise to both a cost adjustment and
time extension, Contractor shall submit the notice of change and notice of delay
concurrently.
3. Request for Change in Compensation and/or Extension of Time. Contractor shall
submit a Change Order Request for any adjustment to Contractor’s compensation
and/or any extension of time. The Change Order Request shall be made prior to
incurring any expense and within fourteen (14) Days from either Contractor’s
notice of change/delay or the City’s directive ordering the change. The Change
Order Request shall include all of the following information (unless inapplicable to
the change):
a. A detailed description of the circumstances giving rise to the
request;
b. A complete itemized cost proposal, including itemized pricing for
first tier Subcontractors;
c. Supporting documentation for all costs;
d. A time impact analysis showing the impact of the delay to the critical
path to completion;
Packet Page. 416
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-75-00 72 00 – GENERAL CONDITIONS
e. If any added costs or information cannot be determined at the time
of the Change Order Request, the reason the costs or information cannot
be determined at the time; and
f. Certification to the accuracy of the Change Order Request under
penalty of perjury.
The time impact analysis shall be in the critical path method format
and shall show the sequencing of all critical and non-critical new
activities and/or activity revisions affected by the delay, with logic
ties to all affected existing activities noted on the schedule.
The City may demand, and Contractor shall provide, any additional
information supporting the Change Order Request, including but
not limited to native electronic format version of schedules and time
impact analyses. Contractor shall provide the requested additional
information within five (5) Days of the request.
For any costs or information that cannot be determined at the time
Contractor submits the Change Order Request, Contractor shall
submit to the City notice of the costs or information and all
supporting documentation within five (5) Days of when the costs or
other information become subject to determination.
4. City’s Final Decision on Change Order; Ordered Changes. If the City denies the
Change Order Request or disagrees with the proposal submitted by Contractor, it
will notify the Contractor, and the City will provide its opinion of the appropriate
price and/or time extension. If no agreement can be reached, the City shall have
the right to order the Work performed on a time and materials basis or to issue a
unilateral Change Order setting forth the City’s determination of the reasonable
additions or savings in costs and time attributable to the extra or deleted work. The
City shall also have the right to order changes in the Work to be performed
promptly by the Contractor on a time and materials basis or to issue a unilateral
Change Order setting forth the City’s determination of the reasonable additions or
savings in costs and time attributable to the extra or deleted work. The City’s
determination shall become final and binding if the Contractor fails to submit a
Claim in writing to the City within fourteen (14) Days of the issuance of the
unilateral Change Order, disputing the terms of the unilateral Change Order and
providing such supporting documentation for its position as the City may
reasonably require.
5. Contractor’s Waiver of Further Relief. CONTRACTOR’S FAILURE TO PROVIDE
A COMPLETE AND TIMELY NOTICE OF CHANGE/DELAY AND/OR CHANGE
ORDER REQUEST, OR TO COMPLY WITH ANY OTHER REQUIREMENT OF
THIS ARTICLE, SHALL CONSTITUTE A WAIVER BY CONTRACTOR OF THE
RIGHT TO A CONTRACT ADJUSTMENT ON ACCOUNT OF SUCH
CIRCUMSTANCES AND A WAIVER OF ANY RIGHT TO FURTHER RECOURSE
OR RECOVERY BY REASON OF OR RELATED TO SUCH CHANGE BY
MEANS OF THE CLAIMS DISPUTE RESOLUTION PROCESS OR BY ANY
Packet Page. 417
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-76-00 72 00 – GENERAL CONDITIONS
OTHER LEGAL PROCESS OTHERWISE PROVIDED FOR UNDER
APPLICABLE LAWS.
Contractor recognizes and acknowledges that timely submission of a formal written
notice of change/delay and Change Order Request, whether or not the
circumstances of the change may be known to the City or available to the City
through other means, is not a mere formality but is of crucial importance to the
ability of the City to promptly identify, prioritize, evaluate and mitigate the potential
effects of changes. Any form of informal notice, whether verbal or written
(including, without limitation, statements in requests for information, statements in
Submittals, statements at any job meeting or entries on monthly reports, daily logs
or job meeting minutes), that does not strictly comply with the formal requirements
of this Article, shall accordingly be insufficient.
6. Change Order Format
a. A Change Order signed by the Contractor indicates the Contractor's agreement
therewith, including any adjustment in compensation or extension of time, and
the full and final settlement of all costs (direct, indirect and overhead) related
to the Work authorized by the Change Order.
b. The City may designate the forms to be used for notices, requests, and Change
Orders. If so designated, Contractor may only use such forms. Contractor
shall not reserve a right to assert impact costs, extended job site costs,
extended overhead, constructive acceleration and/or actual acceleration
beyond what is stated in the Change Order. No Claims shall be allowed for
impact, extended overhead costs, constructive acceleration and/or actual
acceleration due to a multiplicity of changes and/or clarifications. The
Contractor may not change or modify the City’s Change Order form in an
attempt to reserve additional rights.
B. Determining Adjustments to Compensation.
1. Limitation on Costs. Contractor shall not be entitled to any compensation for Work
subject to a Change Order except as expressly set forth in this Article. The mark-
up added in instances of Additional Work shall constitute the entire amount of
profit, any mark-ups, any field or home office overhead costs, including personnel,
equipment or office space, any materials, or any costs of equipment idle time for
such Work.
2. Unit Price Change Orders. When the actual quantity of a Unit Price Work item
varies from the Bid Schedule, compensation for the change in quantity will be
calculated by multiplying the actual quantity by the unit price. This calculation may
result in either an additive or deductive Change Order. Bid items included on the
Bid Schedule may be deducted from the Work in their entirety without any
negotiated extra costs. Because Unit Price Work includes overhead and profit as
determined by Contractor at the time of its Bid submission, no mark up or deduction
for overhead and profit will be allowed.
Packet Page. 418
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-77-00 72 00 – GENERAL CONDITIONS
3. Lump Sum Change Orders. Whenever possible, any changes affecting
compensation shall be in a lump sum mutually agreed by the Contractor and the
City.
4. Time and Materials Change Orders. The City may direct the Contractor to proceed
with the Additional Work with payment to be made on the basis of actual cost of
the labor and materials required to complete the Additional Work. If the Project is
federally funded, a time and materials Change Order shall only be issued after a
determination that no other Change Order is suitable and the Change Order shall
include a ceiling price that the Contractor exceeds at its own risk.
5. Federally Funded Projects. For any change in price to the Contract, general and
administrative expenses shall be negotiated and must conform to the cost
principles set forth under at 2 C.F.R. Part 200, subpart E, and profit shall be
negotiated as a separate element of the cost. To establish a fair and reasonable
profit, consideration must be given to the complexity of the Additional Work to be
performed, the risk borne by the Contractor, the Contractor's investment, the
amount of subcontracting, the quality of its record of past performance, and
industry profit rates in the surrounding geographical area for similar work.
6. Allowed Costs. Estimates for lump sum quotations and accounting for time-and-
material work shall be limited to direct expenditures necessitated specifically by
the change and shall be segregated as follows:
a. Labor. The costs of labor will be the actual cost for wages prevailing locally for
each craft or type of worker at the time the Additional Work is done, plus
employer payments of payroll taxes and insurance, health and welfare,
pension, vacation, apprenticeship funds, and other direct costs resulting from
federal, state or local laws, as well as assessment or benefits required by lawful
collective bargaining agreements. The use of a labor classification which
would increase the Additional Work cost will not be permitted unless the
Contractor establishes the necessity for such additional costs. Labor costs for
equipment operators and helpers shall be reported only when such costs are
not included in the invoice for equipment rental.
b. Materials. The cost of materials reported shall be at the lowest current price at
which such materials are locally available in the quantities involved, plus sales
tax, freight and delivery. Materials costs shall be based upon supplier or
manufacturer’s invoice.
c. Tool and Equipment Use. Regardless of ownership, the rates to be used in
determining equipment use shall not exceed listed rates prevailing locally at
equipment rental agencies, or distributors, at the time the work is performed.
The Contractor shall furnish cost data supporting the establishment of the
rental rate. The rental rate to be applied for use of each items of equipment
shall be the rate resulting in the least total cost to the City for the total period
of use. The City shall the make the final determination as to an equitable rental
rate for the equipment. No payment will be made for the use of small tools,
which have a replacement value of $1,000 or less.
Packet Page. 419
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-78-00 72 00 – GENERAL CONDITIONS
(i) The rental time to be paid for equipment shall be the time the equipment
is in productive operation on the Additional Work being performed.
Rental time will not be allowed while equipment is inoperative due to
breakdowns.
(ii) All equipment shall, in the opinion of the City, be in good working
condition and suitable for the purpose for which the equipment is to be
used. Equipment with no direct power unit shall be powered by a unit
of at least the minimum rating recommended by the manufacturer.
(iii) Before construction equipment is used on any Additional Work, the
Contractor shall plainly stencil or stamp an identifying number thereon
at a conspicuous location, and shall furnish to the City, in duplicate, a
description of the equipment and its identifying number.
(iv) When hourly rates are listed, any part of an hour less than 30 minutes
of operation shall be considered to be 1/2-hour of operation, and any
part of an hour greater than 30 minutes will be considered one hour of
operation. When daily rates are listed, any part of a day less than 4
hours operation shall be considered to be 1/2-day of operation.
d. Allowed Mark-up. The allowed mark-up for any and all overhead (including
supervision and home and field office costs) and profit on work added to the
Contract shall be determined in accordance with the following provisions:
(i) “Net Cost” is defined as the actual costs of labor, materials and tools
and equipment only, excluding overhead and profit. The costs of
applicable insurance and bond premium will be reimbursed to the
Contractor and Subcontractors at cost only, without mark-up.
Contractor shall provide the City with documentation of the costs,
including but not limited to payroll records, invoices, and such other
information as the City may reasonably request.
(ii) For Work performed by the Contractor’s forces the allowed mark-up
shall not exceed fifteen (15%) percent of labor costs, ten percent (10%)
of material costs, and ten percent (10%) of the cost of tools and
equipment use.
(iii) For Work performed by a Subcontractor, the added cost for overhead
and profit shall not exceed fifteen percent (15%) of the Subcontractor’s
Net Cost of the Work to which the Contractor may add up to five percent
(5%) of the Subcontractor’s Net Cost.
(iv) For Work performed by a sub-subcontractor, the added cost for
overhead and profit shall not exceed fifteen percent (15%) of the sub-
subcontractor’s Net Cost for Work to which the Subcontractor and
Contractor may each add up to an additional five percent (5%) of the
Net Cost of the lower tier subcontractor.
Packet Page. 420
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-79-00 72 00 – GENERAL CONDITIONS
(v) No additional mark-up will be allowed for lower tier subcontractors, and
in no case shall the added cost for overhead and profit payable by the
City exceed twenty-five percent (25%) of the Net Cost as defined
herein, of the party that performs the Work.
(vi) Calculation of the mark-up will be subject to the limitations above and
to calculation as further detailed in (b)(B)(5) above.
e. Documentation of Time-and-Material Costs.
(i) T&M Daily Sheets. Contractor must submit timesheets, materials
invoices, records of equipment hours, and records of rental equipment
hours to the City’s for an approval signature each day that Work is
performed on a time-and-material basis. The Engineer’s signature on
time sheets only serves as verification that the Work was performed
and is not indicative of the City’s agreement to Contractor’s entitlement
to the cost.
(ii) T&M Summary Sheet. Contractor shall submit a T&M Summary Sheet,
which shall include total actual costs, within five (5) Days following
completion of Additional Work on a time-and-material basis.
Contractor’s total actual cost shall be presented in a summary table in
an electronic spreadsheet file by labor, material, equipment, and any
other costs, along with documentation supporting the costs.
Contractor’s failure to submit the T&M Summary Sheet within five (5)
Days of completion of the Additional Work will result in Contractor’s
waiver for any reimbursement of any costs associated with the
Additional Work.
f. Excluded Costs. The following costs or any other home or field office overhead
costs, all of which are to be considered administrative costs covered by the
Contractor’s mark-up, shall not be allowed costs and shall not be included in
any lump sum proposals or time-and-materials invoices:
(i) Overhead Cost. Payroll costs and other compensation of Contractor’s
officers, executives, principals, general managers, engineers,
architects, estimators, attorneys, auditors, accountants, purchasing
and contracting agents, timekeepers, clerks, and other personnel
employed by Contractor whether at the Site or in Contractor’s principal
office or any branch office, material yard, or shop for general
administration of the Work;
(ii) Office Expenses. Expenses of Contractor’s principal and branch
offices;
(iii) Capital Expenses. Any part of Contractor’s capital expenses, including
interest on Contractor’s capital employed for the Additional Work and
charges against Contractor for delinquent payments;
Packet Page. 421
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-80-00 72 00 – GENERAL CONDITIONS
(iv) Negligence. Costs due to the negligence of Contractor or any
Subcontractor or Supplier, or anyone directly or indirectly employed by
any of them or for whose acts any of them may be liable, including
without limitation the correction of Defective Work, disposal of materials
or equipment wrongly supplied, and making good any damage to
property;
(v) Small Tools. Cost of small tools valued at less than $1,000 and that
remain the property of Contractor;
(vi) Administrative Costs. Costs associated with the preparation of Change
Orders (whether or not ultimately authorized), cost estimates, or the
preparation or filing of Claims;
(vii)Anticipated Lost Profits. Expenses of Contractor associated with
anticipated lost profits or lost revenues, lost income or earnings, lost
interest on earnings, or unpaid retention;
(viii) Home Office Overhead. Costs derived from the computation of a
“home office overhead” rate by application of the Eichleay, Allegheny,
burden fluctuation, or other similar methods;
(ix) Special Consultants and Attorneys. Costs of special consultants or
attorneys, whether or not in the direct employ of Contractor, employed
for services specifically related to the resolution of a Claim, dispute, or
other matter arising out of or relating to the performance of the
Additional Work.
(x) Other. Other overhead or general expense costs of any kind and the
cost of any item not specifically and expressly included in the Contract
Documents; including but not limited to: submittals, drawings, field
drawings, shop drawings, including submissions of drawings; field
inspection; general superintendence; computer services; reproduction
services; salaries of project engineer, superintendent, timekeeper,
storekeeper, and secretaries; janitorial services; small tools, incidentals
and consumables; temporary on-site facilities (offices, telephones, high
speed internet access, plumbing, electrical power, lighting; platforms,
fencing, water); surveying; estimating; protection of work; handling and
disposal fees; final cleanup; other incidental work; related warranties;
insurance and bond premiums.
(xi) Compliance with Federal Cost Principles. If the Project is federally
funded, any costs that are not allowable, reasonable and allocable to
the Project, under generally accepted accounting principles and the
applicable federal requirements.
9.2 Procedure for Resolving Claims.
Contractor shall timely comply with any and all requirement of the Contract Documents pertaining
to notices and requests for changes to the Contract Time or Contract Price, including but not
Packet Page. 422
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-81-00 72 00 – GENERAL CONDITIONS
limited to all requirements of Article 9.1, as a prerequisite to filing any claim governed by this
Article. The failure to timely submit a notice of delay or notice of change, or to timely request a
change to the time for completion or Contractor’s compensation, or to timely provide any other
notice or request required herein shall constitute a waiver of the right to further pursue the claim
under the Contract or at law.
A. Intent. Effective January 1, 1991, Section 20104 et seq., of the California Public
Contract Code prescribes a process utilizing informal conferences, non-binding
judicial supervised mediation, and judicial arbitration to resolve disputes on
construction claims of $375,000 or less. Effective January 1, 2017, Section 9204 of
the Public Contract Code prescribes a process for negotiation and mediation to
resolve disputes on construction claims. The intent of this Article is to implement
Sections 20104 et seq. and Section 9204 of the California Public Contract Code.
This Article shall be construed to be consistent with all applicable law, including but
not limited to these statutes.
B. Claims. For purposes of this Article, “Claim” means a separate demand by the
Contractor for:
1. An adjustment to the time for completion including, without limitation, for relief from
damages or penalties for delay assessed by the City;
2. Payment by the City of money or damages arising from Work done by or on behalf
of the Contractor pursuant to the Contract, payment for which is not otherwise
expressly provided or to which the Contractor is not otherwise entitled; or
3. An amount the payment of which is disputed by the City.
A “Claim” does not include any demand for payment for which the Contractor has
failed to provide notice, request a Change Order, or otherwise failed to follow any
procedures contained in the Contract Documents.
C. Filing Claims. Claims governed by this Article may not be filed unless and until the
Contractor completes any and all requirements of the Contract Documents
pertaining to notices and requests for changes to the Contract Time or Contract
Price, and Contractor’s request for a change has been denied in whole or in part.
Claims governed by this Article must be filed no later than thirty (30) Days after a
request for change has been denied in whole or in part or after any other event giving
rise to the Claim. The Claim shall be submitted in writing to the City and shall include
on its first page the following words in 16 point capital font: “THIS IS A CLAIM.” The
Claim shall include the all information and documents necessary to substantiate the
Claim, including but not limited to those identified below. Nothing in this Article is
intended to extend the time limit or supersede notice requirements otherwise
provided by Contract Documents. Failure to follow such contractual requirements
shall bar any Claims or subsequent proceedings for compensation or payment
thereon.
D.Documentation. The Contractor shall submit all Claims in the following format:
Packet Page. 423
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-82-00 72 00 – GENERAL CONDITIONS
1. Summary description of Claim including basis of entitlement, merit and amount of
time or money requested, with specific reference to the Contract Document
provisions pursuant to which the Claim is made
2. List of documents relating to Claim:
a. Specifications
b. Drawings
c. Clarifications (Requests for Information)
d. Schedules
e. Other
3. Chronology of events and correspondence
4. Narrative analysis of Claim merit
5. Analysis of Claim cost, including calculations and supporting documents
6. Time impact analysis in the form required by the Contract Documents or, if the
Contract Documents do not require a particular format, CPM format, if an
adjustment of the Contract Time is requested
E. City’s Response. Upon receipt of a Claim pursuant to this Article, the City shall
conduct a reasonable review of the Claim and, within a period not to exceed 45 Days,
shall provide the Contractor a written statement identifying what portion of the Claim
is disputed and what portion is undisputed. Any payment due on an undisputed
portion of the Claim will be processed and made within 60 Days after the City issues
its written statement.
1. If the City needs approval from its governing body to provide the Contractor a
written statement identifying the disputed portion and the undisputed portion of the
Claim, and the City’s governing body does not meet within the 45 Days or within
the mutually agreed to extension of time following receipt of a Claim sent by
registered mail or certified mail, return receipt requested, the City shall have up to
three (3) Days following the next duly publicly noticed meeting of the City’s
governing body after the 45-Day period, or extension, expires to provide the
Contractor a written statement identifying the disputed portion and the undisputed
portion.
2. Within 30 Days of receipt of a Claim, the City may request in writing additional
documentation supporting the Claim or relating to defenses or Claims the City may
have against the Contractor. If additional information is thereafter required, it shall
be requested and provided pursuant to this subdivision, upon mutual agreement
of the City and the Contractor. The City’s written response to the Claim, as further
documented, shall be submitted to the Contractor within 30 Days (if the Claim is
less than $50,000, within 15 Days) after receipt of the further documentation, or
Packet Page. 424
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-83-00 72 00 – GENERAL CONDITIONS
within a period of time no greater than that taken by the Contractor in producing
the additional information or requested documentation, whichever is greater.
F. Meet and Confer. If the Contractor disputes the City’s written response, or the City
fails to respond within the time prescribed, the Contractor may so notify the City, in
writing, either within 15 Days of receipt of the City’s response or within 15 Days of
the City’s failure to respond within the time prescribed, respectively, and demand in
writing an informal conference to meet and confer for settlement of the issues in
dispute. Upon receipt of a demand, the City shall schedule a meet and confer
conference within 30 Days for settlement of the dispute.
G. Mediation. Within 10 business days following the conclusion of the meet and confer
conference, if the Claim or any portion of the Claim remains in dispute, the City shall
provide the Contractor a written statement identifying the portion of the Claim that
remains in dispute and the portion that is undisputed. Any payment due on an
undisputed portion of the Claim shall be processed and made within 60 Days after
the City issues its written statement. Any disputed portion of the Claim, as identified
by the Contractor in writing, shall be submitted to nonbinding mediation, with the City
and the Contractor sharing the associated costs equally. The public entity and
Contractor shall mutually agree to a mediator within 10 business days after the
disputed portion of the Claim has been identified in writing, unless the parties agree
to select a mediator at a later time.
1. If the parties cannot agree upon a mediator, each party shall select a mediator and
those mediators shall select a qualified neutral third party to mediate with regard
to the disputed portion of the Claim. Each party shall bear the fees and costs
charged by its respective mediator in connection with the selection of the neutral
mediator.
2. For purposes of this Article, mediation includes any nonbinding process, including,
but not limited to, neutral evaluation or a dispute review board, in which an
independent third party or board assists the parties in dispute resolution through
negotiation or by issuance of an evaluation. Any mediation utilized shall conform
to the timeframes in this Article.
3. Unless otherwise agreed to by the City and the Contractor in writing, the mediation
conducted pursuant to this section shall excuse any further obligation under
Section 20104.4 to mediate after litigation has been commenced.
4. The mediation shall be held no earlier than the date the Contractor completes the
Work or the date that the Contractor last performs Work, whichever is earlier. All
unresolved Claims shall be considered jointly in a single mediation, unless a new
unrelated Claim arises after mediation is completed.
H. Procedures After Mediation. If following the mediation, the Claim or any portion
remains in dispute, the Contractor must file a Claim pursuant to Chapter 1
(commencing with Section 900) and Chapter 2 (commencing with Section 910) of
Part 3 of Division 3.6 of Title 1 of the Government Code prior to initiating litigation.
For purposes of those provisions, the running of the period of time within which a
Claim must be filed shall be tolled from the time the Contractor submits his or her
Packet Page. 425
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-84-00 72 00 – GENERAL CONDITIONS
written Claim pursuant to subdivision (a) until the time the Claim is denied, including
any period of time utilized by the meet and confer conference.
I. Civil Actions. The following procedures are established for all civil actions filed to
resolve Claims of $375,000 or less:
1. Within 60 Days, but no earlier than 30 Days, following the filing or responsive
pleadings, the court shall submit the matter to non-binding mediation unless
waived by mutual stipulation of both parties or unless mediation was held prior to
commencement of the action in accordance with Public Contract Code section
9204 and the terms of this Contract. The mediation process shall provide for the
selection within 15 Days by both parties of a disinterested third person as mediator,
shall be commenced within 30 Days of the submittal, and shall be concluded within
15 Days from the commencement of the mediation unless a time requirement is
extended upon a good cause showing to the court.
2. If the matter remains in dispute, the case shall be submitted to judicial arbitration
pursuant to Chapter 2.5 (commencing with Section 1141.10) of Title 3 of Part 3 of
the Code of Civil Procedure, notwithstanding Section 1114.11 of that code. The
Civil Discovery Act of 1986 (Article 3 (commencing with Section 2016) of Chapter
3 of Title 3 of Part 4 of the Code of Civil Procedure) shall apply to any proceeding
brought under this subdivision consistent with the rules pertaining to judicial
arbitration. In addition to Chapter 2.5 (commencing with Section 1141.10) of Title
3 of Part 3 of the Code of Civil Procedure, (A) arbitrators shall, when possible, be
experienced in construction law, and (B) any party appealing an arbitration award
who does not obtain a more favorable judgment shall, in addition to payment of
costs and fees under that chapter, also pay the attorney’s fees on appeal of the
other party.
J. Government Code Claim Procedures.
1. This Article does not apply to tort claims and nothing in this Article is intended nor
shall be construed to change the time periods for filing tort claims or actions
specified by Chapter 1 (commending with Section 900) and Chapter 2
(commencing with Section 910) of Part 3 of Division 3.5 of Title 1 of the
Government Code.
2. In addition to any and all requirements of the Contract Documents pertaining to
notices of and requests for adjustment to the Contract Time, Contract Price, or
compensation or payment for Additional Work, disputed Work, construction claims
and/or changed conditions, the Contractor must comply with the claim procedures
set forth in Government Code Section 900, et seq. prior to filing any lawsuit against
the City.
3. Such Government Code claims and any subsequent lawsuit based upon the
Government Code claims shall be limited to those matters that remain unresolved
after all procedures pertaining to adjustment of the Contract Time or Contract Price
for Additional Work, disputed Work, construction claims, and/or changed
conditions have been followed by Contractor. If Contractor does not comply with
Packet Page. 426
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-85-00 72 00 – GENERAL CONDITIONS
the Government Code claim procedure or the prerequisite contractual
requirements, Contractor may not file any action against the City.
4.A Government Code claim must be filed no earlier than the date the Work is
completed or the date the Contractor last performs Work on the Project,
whichever occurs first. A Government Code claim shall be inclusive of all
unresolved Claims known to Contractor or that should reasonably by known
to Contractor excepting only new unrelated Claims that arise after the
Government Code claim is submitted.
K. Non-Waiver. The City’s failure to respond to a Claim from the Contractor within the
time periods described in this Article or to otherwise meet the time requirements of
this Article shall result in the Claim being deemed rejected in its entirety, and shall
not constitute a waiver of any rights under this Article.
ARTICLE 10 - MEASUREMENT; PAYMENT
10.1 Cost Breakdown.
A. Lump Sum Work.
1. Contractor shall furnish on forms approved by the City within ten (10) Days of the
Notice to Proceed, a schedule of values allocating the entire Contract Price to the
various portions of the Work and prepared in such a form and supported by such
data to substantiate its accuracy as the Engineer may require. This schedule of
values, unless objected to by the Engineer, shall be used as a basis for reviewing
the Contractor’s applications for payment. Contractor shall submit the schedule of
values prior to submitting its first application for payment, and the City will not issue
any payment until it receives and approves the schedule of values.
B. Unit Price Work.
1. Where the Contract Documents provide that all or part of the Work is to be Unit
Price Work, initially the Contract Price will be deemed to include for all Unit Price
Work an amount equal to the sum of the unit price for each separately identified
item of Unit Price Work multiplied by the estimated quantity of each item as
indicated in the Contract. The estimated quantities of items of Unit Price Work are
not guaranteed and are solely for the purpose of comparison of Bids and
determining an initial Contract Price. Each unit price will be deemed to include an
amount considered by Contractor to be adequate to cover Contractor’s overhead
and or profit for each separately identified item.
2. Unless otherwise specified, payment will be based on the actual quantities of Work
as verified and approved by the Engineer, based on the price per unit as set forth
in the Bid.
3. The City or Contractor may initiate a Change Order or Change Order Request to
adjust the Contract Price in accordance with Contractor Documents based on
actual quantities of Unit Price Work. The City or Contractor may make a claim for
an adjustment in the Unit Price in accordance with the Contract Documents if:
Packet Page. 427
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-86-00 72 00 – GENERAL CONDITIONS
a. the quantity of any item of Unit Price Work performed by Contractor
differs by twenty-five percent (25%) or more from the estimated quantity of
such item indicated in the Contract; and
b. there is no corresponding adjustment with respect to any other item
of Work; and
c. Contractor believes that Contractor is entitled to an increase in unit
price as a result of having incurred additional expense or the City believes
that the City is entitled to a decrease in unit price and the parties are unable
to agree as to the amount of any such increase or decrease.
10.2 Progress Estimates and Payment.
A. By the tenth (10th) Day of the following calendar month, Contractor shall submit to
Engineer a payment request which shall set forth in detail the value of the Work done
for the period beginning with the date Work was first commenced and ending on the
end of the calendar month for which the payment request is prepared. Contractor
shall include an adjusted list of actual quantities, verified by the Engineer, for unit
price items listed, if any, in the Bid. Contractor shall include any amount earned for
authorized Additional Work. Contractor shall certify under penalty of perjury, that all
cost breakdowns and periodic estimates accurately reflect the Work on the Project.
B. From the total thus computed, a deduction shall be made in the amount of five
percent (5%) for retention, except where the City has adopted a finding that the Work
done under the Contract is substantially complex, and then the amount withheld as
retention shall be the percentage specified in the Notice Inviting Bids. From the
remainder a further deduction may be made in accordance with Section C below.
The amount computed, less the amount withheld for retention and any amounts
withheld as set forth below, shall be the amount of the Contractor’s payment request.
C. The City may withhold a sufficient amount or amounts of any payment or payments
otherwise due to Contractor, as in its judgment may be necessary to cover:
1. Payments which may be past due and payable for just claims against Contractor
or any Subcontractors for labor or materials furnished in and about the
performance of work on the Project under this Contract.
2. Defective work not remedied.
3. Failure of Contractor to make proper payments to his Subcontractor or for material
or labor.
4. Completion of the Contract if there is a reasonable doubt that the Work can be
completed for balance then unpaid.
5. Damage to another contractor or a third party.
6. Amounts which may be due the Count for claims against Contractor.
Packet Page. 428
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-87-00 72 00 – GENERAL CONDITIONS
7. Failure of Contractor to keep the Record Drawings up to date.
8. Failure to provide update on construction schedule as required herein.
9. Site cleanup.
10. Failure to comply with Contract Documents.
11. Liquidated damages.
12. Legally permitted penalties.
D. The City may apply such withheld amount or amounts to payment of such claims or
obligations at its discretion with the exception of subsections (C)(1), (3), and (5) of
this Article, which must be retained or applied in accordance with applicable law. In
so doing, the City shall be deemed the agent of Contractor and any payment so
made by the City shall be considered as a payment made under contract by the City
to Contractor and the City shall not be liable to Contractor for such payments made
in good faith. Such payments may be made without prior judicial determination of
claim or obligations. The City will render Contractor a proper accounting of such
funds disbursed on behalf of Contractor.
E. Upon receipt, the Engineer shall review the payment request to determine whether
it is undisputed and suitable for payment. If the payment request is determined to
be unsuitable for payment, it shall be returned to Contractor as soon as practicable
but not later than seven (7) Days after receipt, accompanied by a document setting
forth in writing the reasons why the payment request is not proper. The City shall
make the progress payment within 30 Days after the receipt of an undisputed and
properly submitted payment request from Contractor, provided that a release of liens
and claims has been received from the Contractor pursuant to Civil Code section
8132. The number of days available to the City to make a payment without incurring
interest pursuant to this paragraph shall be reduced by the number of Days by which
the Engineer exceeds the seven (7) Day requirement.
F. A payment request shall be considered properly executed if funds are available for
payment of the payment request and payment is not delayed due to an audit inquiry
by the financial officer of the City.
G. The City shall have the right to adjust any estimate of quantity and to subsequently
correct any error made in any estimate for payment.
10.3 Final Acceptance and Payment
A. Following the City’s acceptance of the Work, the Contractor shall submit to the City
a written statement of the final quantities of unit price items for inclusion in the final
payment request. The City shall have the right to adjust any estimate of quantity
and to correct any error made in any estimate for payment.
B. When the Work has been accepted there shall be paid to Contractor a sum equal to
the Contract Price less any amounts previously paid Contractor and less any
Packet Page. 429
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-88-00 72 00 – GENERAL CONDITIONS
amounts withheld by the City from Contractor under the terms of the Contract. The
final five percent (5%), or the percentage specified in the Notice Inviting Bids where
the City has adopted a finding of substantially complete, shall not become due and
payable until as required by Public Contract Code section 7107. If the Contractor
has placed securities with the City as described herein, the Contractor shall be paid
a sum equal to one hundred percent (100%) of the Contract Price less any amounts
due the City under the terms of the Contract.
C. Unless Contractor advises the City in writing prior to acceptance of the final five
percent (5%) or the percentage specified in the Notice Inviting Bids where the City
has adopted a finding of completion, or the return of securities held as described
herein, said acceptance shall operate as a release to the City of all claims and all
liability to Contractor for all things done or furnished in connection with this Work and
for every act of negligence of the City and for all other claims relating to or arising
out of this Work. If Contractor advises the City in writing prior to acceptance of final
payment or return of the securities that there is a dispute regarding the amount due
the Contractor, the City may pay the undisputed amount contingent upon the
Contractor furnishing a release of all undisputed claims against the City with the
disputed claims in stated amounts being specifically excluded by Contractor from the
operation of the release. No payments, however, final or otherwise, shall operate to
release Contractor or its sureties from the Faithful Performance Bond, Labor and
Material Payment Bond, or from any other obligation under this Contract.
D. In case of suspension of the Contract any unpaid balance shall be and become the
sole and absolute property of the City to the extent necessary to repay the City any
excess in the cost of the Work above the Contract Price.
E. Final payment shall be made no later than 60 Days after the date of acceptance of
the Work by the City or the date of occupation, beneficial use and enjoyment of the
Work by the City including any operation only for testing, start-up or commissioning
accompanied by cessation of labor on the Work, provided that a release of liens and
claims has been received from the Contractor pursuant to Civil Code section 8136.
In the event of a dispute between the City and the Contractor, the City may withhold
from the final payment an amount not to exceed 150% of the disputed amount.
F. Within ten (10) Days from the time that all or any portion of the retention proceeds
are received by Contractor, Contractor shall pay each of its Subcontractors from
whom retention has been withheld each Subcontractor’s share of the retention
received. However, if a retention payment received by Contractor is specifically
designated for a particular Subcontractor, payment of the retention shall be made to
the designated Subcontractor if the payment is consistent with the terms of the
subcontract.
ARTICLE 11 - MISCELLANEOUS
11.1 Patents.
A. Contractor shall hold and save the City, officials, officers, employees, and authorized
volunteers harmless from liability of any nature or kind of claim therefrom including
costs and expenses for or on account of any patented or unpatented invention,
Packet Page. 430
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-89-00 72 00 – GENERAL CONDITIONS
article or appliance manufactured, furnished or used by Contractor in the
performance of this Contract.
11.2 Document Retention & Examination
A. In accordance with Government Code section 8546.7, records of both the City and
the Contractor shall be subject to examination and audit by the State Auditor General
for a period of three (3) years after final payment.
B. Contractor shall make available to the City any of the Contractor’s other documents
related to the Project immediately upon request of the City.
C. In addition to the State Auditor rights above, the City shall have the right to examine
and audit all books, estimates, records, contracts, documents, bid documents,
subcontracts, and other data of the Contractor (including computations and
projections) related to negotiating, pricing, or performing the modification in order to
evaluate the accuracy and completeness of the cost or pricing data at no additional
cost to the City, for a period of four (4) years after final payment.
11.3 Notice.
A. All notices shall be in writing and either served by personal delivery or mailed to the
other party. Written notice to the Contractor shall be addressed to Contractor’s
principal place of business unless Contractor designates another address in writing
for service of notice. Notice to the City shall be addressed to the City as designated
in the Notice Inviting Bids unless the City designates another address in writing for
service of notice. Notice shall be effective upon receipt or five (5) Days after being
sent by first class mail, whichever is earlier. Notice given by facsimile shall not be
effective unless acknowledged in writing by the receiving party.
11.4 Notice of Third Party Claims
A. Pursuant to Public Contract Code section 9201, the City shall provide the Contractor
with timely notification of the receipt of any third-party claims relating to the Contract.
The City is entitled to recover reasonable costs incurred in providing such
notification.
11.5 State License Board Notice
A. Contractors are required by law to be licensed and regulated by the Contractors’
State License Board which has jurisdiction to investigate complaints against
contractors if a complaint regarding a patent act or omission is filed within four (4)
years of the date of the alleged violation. A complaint regarding a latent act or
omission pertaining to structural defects must be filed within ten (10) years of the
date of the alleged violation. Any questions concerning a contractor may be referred
to the Registrar, Contractors’ State License Board, P.O. Box 26000, Sacramento,
California 95826.
Packet Page. 431
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-90-00 72 00 – GENERAL CONDITIONS
11.6 Assignment of Contract
A. Contractor shall not assign, transfer, convey, sublet or otherwise dispose of the
rights or title of interest of any or all of this contract without the prior written consent
of the City. Any assignment or change of Contractor’s name of legal entity without
the written consent of the City shall be void. Any assignment of money due or to
become due under this Contract shall be subject to a prior lien for services rendered
or material supplied for performance of Work called for under the Contract
Documents in favor of all persons, firms, or corporations rendering such services or
supplying such materials to the extent that claims are filed pursuant to the Civil Code,
the Code of Civil Procedure or the Government Code.
11.7 Change In Name And Nature Of Contractor’s Legal Entity.
A. Should a change be contemplated in the name or nature of the Contractor’s legal
entity, the Contractor shall first notify the City in order that proper steps may be taken
to have the change reflected on the Contract and all related documents. No change
of Contractor’s name or nature will affect the City’s rights under the Contract,
including but not limited to the bonds.
11.8 Prohibited Interests
A. No City official or representative who is authorized in such capacity and on behalf of
City to negotiate, supervise, make, accept, or approve, or to take part in negotiating,
supervising, making, accepting or approving any engineering, inspection,
construction or material supply contract or any subcontract in connection with
construction of the project, shall be or become directly or indirectly interested
financially in the Contract.
11.9 Controlling Law
A. Notwithstanding any subcontract or other contract with any subcontractor, supplier,
or other person or organization performing any part of the Work, this Contract shall
be governed by the law of the State of California excluding any choice of law
provisions.
11.10 Jurisdiction; Venue
A. Contractor and any subcontractor, supplier, or other person or organization
performing any part of the Work agrees that any action or suits at law or in equity
arising out of or related to the bidding, award, or performance of the Work shall be
maintained in the Superior Court of San Bernardino County, California, and
expressly consent to the jurisdiction of said court, regardless of residence or
domicile, and agree that said court shall be a proper venue for any such action.
11.11 Cumulative Remedies.
A. The duties and obligations imposed by these General Conditions and the rights and
remedies available hereunder to the parties hereto are in addition to, and are not to
be construed in any way as a limitation of, any rights and remedies available to any
Packet Page. 432
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-91-00 72 00 – GENERAL CONDITIONS
or all of them which are otherwise imposed or available by Applicable Laws, by
special warranty or guarantee, or by other provisions of the Contract Documents.
The provisions of this Article will be as effective as if repeated specifically in the
Contract Documents in connection with each particular duty, obligation, right, and
remedy to which they apply.
11.12 Survival of Obligations.
A. All representations, indemnifications, warranties, and guarantees made in, required
by, or given in accordance with the Contract Documents, as well as all continuing
obligations indicated in the Contract Documents, will survive final payment,
completion, and acceptance of the Work or termination or completion of the Contract
or termination of the services of Contractor.
11.13 Headings.
A. Article and paragraph headings are inserted for convenience only and do not
constitute parts of these General Conditions.
11.14 Assignment of Antitrust Actions
A. In accordance with §7103.5(b) of the California Public Contract Code, Contractor
and Subcontractors must conform to the following requirements:
1. In entering into a public works contract or a subcontract to supply goods, services,
or materials pursuant to a public works contract, Contractor or Subcontractor offer
and agree to assign to the awarding body all rights, title, and interest in and to all
causes of action it may have under §4 of the Clayton Act (15 U.S.C. Sec. 15) or
under the Cartwright Act (Chapter 2 (commencing with §16700) of Part 2 of
Division 7 of the Business and Professions Code) arising from purchases of goods,
services, or materials pursuant to the public works contract or the subcontract.
2. This assignment must be made and become effective at the time the awarding
body tenders to Contractor, without further acknowledgment by the parties.
11.15 All Legal Provisions Included
A. Contractor shall give all notices and comply with all federal, state and local laws,
ordinances, rules and regulations bearing on conduct of work as indicated and
specified by their terms. References to specific laws, rules or regulations in this
Contract are for reference purposes only, and shall not limit or affect the applicability
of provisions not specifically mentioned. If Contractor observes that drawings and
specifications are at variance therewith, he shall promptly notify City in writing and
any necessary changes shall be adjusted as provided for in this Contract for changes
in Work. If Contractor performs any Work knowing it to be contrary to such laws,
ordinances, rules and regulations, and without such notice to City, he shall bear all
costs arising therefrom.
B. Contractor shall be responsible for familiarity with the Americans with Disabilities Act
(“ADA”) (42 U.S.C. § 12101 et seq.). The Work will be performed in compliance with
Packet Page. 433
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
-92-00 72 00 – GENERAL CONDITIONS
ADA laws, rules and regulations. Contractor shall comply with the Historic Building
Code, including, but not limited to, as it relates to the ADA, whenever applicable.
C. Contractor acknowledges and understands that, pursuant to Public Contract Code
section 20676, sellers of "mined material" must be on an approved list of sellers
published pursuant to Public Resources Code section 2717(b) in order to supply
mined material for this Contract.
D. No City official or representative who is authorized in such capacity and on behalf of
City to negotiate, supervise, make, accept, or approve, or to take part in negotiating,
supervising, making, accepting or approving any engineering, inspection,
construction or material supply contract or any subcontract in connection with
construction of the Work, shall be or become directly or indirectly interested
financially in the Contract.
E. All provisions of law required to be inserted in the Contract or Contract Documents
pursuant to any Applicable Laws shall be and are inserted herein. If through mistake,
neglect, oversight, or otherwise, any such provision is not herein inserted or inserted
in improper form, upon the application of either party, the Contract or Contract
Documents shall be changed by City, at no increase in Contract Price or extension
in Contract Times, so as to strictly comply with the Applicable Laws and without
prejudice to the rights of either party hereunder.
Packet Page. 434
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
93 00 73 13 - SPECIAL CONDITIONS
00 73 13 – SPECIAL CONDITIONS
ARTICLE 1 -SCOPE OF WORK
1.1 Location of the Project.
A.See Drawing Number 13539 & Drawing Number 13540 for detailed project
locations
1.2 Scope of Work.
A. The Scope of Work consists of Major electrical circuit repairs are required to
restore lighting in this area. The project would repair these circuits and upgrade
the lighting fixtures to LED set for in Drawing Number 13539 & Drawing Number
13540.
ARTICLE 2 -MODIFICATIONS TO THE GENERAL CONDITIONS
2.1 Section 2.12 Mobilization
Paragraph B.8 add the following:
No storage of equipment or materials will be allowed on private property, unless written
permission has been provided to City, or in street right-of-way.
2.2 Section 5.5 Safety
Section 5.5.A states, “Contractor to notify owners of adjacent property and of Underground
Facilities and other utility owners when prosecution of the work may affect them.” The following
requirements will be added to Section 5.5.A. The following list of individuals or entities, which
are known to have facilities in the area to be improved is merely for the Contractor's information
and may or may not be complete or inclusive:
City of San Bernardino (Engineering)------------------------------------(909) 384-5019
Southern California Edison, Ben Murguia-------------------------------(909) 307-6788
Southern California Gas Company, Devry Jennings-------------------(909) 335-7772
San Bernardino Municipal Water Department, Mike Nevarez------(909) 384-5092
Verizon Communications, Control Desk--------------------------------(909) 784-6655
AT&T, Rosemary Hamill--------------------------------------------------(916) 799-4642
Underground Service Alert------------------------------------------------(800) 227-2600
California Department of Transportation-------------------------------(909) 383-6920
2.3 Section 5.10 Water Quality Management and Compliance
Section 5.10 of the General Conditions requirement for SWPPP shall not be required, flow chart
[Const_LUP_Flowchart_DetPrjCov (ca.gov)] finds this project to be exempt, the following
requirements will be added to Section 5.10:
Packet Page. 435
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
94 00 73 13 - SPECIAL CONDITIONS
“Water Pollution Control,” of the Standard Specifications, and as amended by these Special
Conditions, shall be considered as included in the lump sum bid item price for “WATER
POLLUTION CONTROL BEST MANAGEMENT PRACTICES (BMP)”, which price shall include
full compensation for furnishing all labor, materials, tools, equipment, and incidentals for doing all
work involved to establish, implement, monitor and maintain the BMP’s required by the SWPPP,
and no additional compensation shall be allowed therefore. The Contractor shall be responsible
for payment of any administrative fines that may be imposed on the City due to the Contractor’s
failure to comply with the terms of the applicable permits regulating Water Pollution Control.
Administrative fines, if imposed, will be withheld from the Contractor’s payments.
2.4 Section 5.27 Work Site
Section 5.27 Work Site, shall add the following requirements:
The contractor shall notify all residents and business owners, in writing (both in English and in
Spanish), of his proposed operations and schedule. Notice shall be delivered at least ten (10)
working days prior to start of construction. The contractor shall prepare a letter for this purpose
and submit the letter to the Engineer for approval at least five (5) working days prior to the date
needed for its circulation. The Contractor shall be responsible for reproduction and distribution
of the letters. The time to notify in advance shall be coordinated with the City inspector.
Project sign board shall be in-placed in advance (30 days after Notice to Proceed, NTP) prior to
any start of construction. Check with the City as to how far in advance to have the project
signage to be in-placed. See Appendix “C”.
The Contractor shall follow: Greenbook 2021, Section 302-3.8, pages 317; Greenbook 2021,
Section 302-4.7, page 322, and Greenbook 2021, PART 6 TEMPORARY TRAFFIC CONTROL
SECTION 600-ACCESS, All of Sections 600 and 601, that apply to this project, pages 543 to
550. Businesses and residences adjacent to the Work shall be notified forty-eight (48) hours in
advance of closing of driveways.
Re-notification will be required if the Contractor’s schedule is altered or other delays occur,
which significantly affects the scheduled work. Then, it shall be at Contractor’s expense.
2.5 Section 5.29 Protection of Work and Property
Add Paragraph H and add the following:
The Contractor shall provide sufficient barricades, delineators and ribbon at each location to
adequately protect the new and fresh concrete surfaces from vandalism and unauthorized
markings. Newly poured and finished concrete areas shall be delineated or cordoned off with
tape to inhibit and discourage pedestrians, bikers and skateboards from tracking across the
fresh sidewalk surfaces. Unauthorized markings (i.e. graffiti, footprints, bike tire marks, scuff
marks) in the new sidewalk surfaces are not acceptable, and may be cause for rejection. All
such areas rejected due to such cause shall be removed and replaced at the Contractor’s
expense. All costs for protecting the new concrete surfaces and any graffiti removal shall be
considered as incidental to the cost of the work and no additional compensation will be allowed
therefore.
Packet Page. 436
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
95 00 73 13 - SPECIAL CONDITIONS
2.6 Section 11.15 All Legal Provisions Included
Work shall comply with the following releases of Books and Codes:
•Greenbook 2021
•National Electrical Code (NEC) 2020
END OF SPECIAL CONDITIONS
Packet Page. 437
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
96 SPECIFICATIONS
SPECIFICATIONS
CONSTRUCTION BID ITEMS
Each respective bid item and bid schedule as shown on the proposal form shall comply with all
respective sections of the most current edition of Standard Specifications for Public Works
Construction (Green Book), its supplements, and any other publications as specified. If there is
a conflict between these inclusions and the Standard Specifications, these inclusions shall have
precedence.
Contractor shall provide all construction surveying and staking at no extra cost. Compensation
for construction surveying and staking shall be considered as included in various bid items. No
additional compensations will be allowed.
Item 1.1 & 2.1 -MOBILIZATION:
This bid item shall conform to the provisions in Section 9-3.4, “Mobilization”, of the Standard
Specifications of Public Works Construction, 2018 edition, and these special provisions.
Mobilization may include, but not be limited to, the following principal items:
1. Submittal and modification, as required, of the Construction Schedule.
2. Providing a Project Office (if needed)
3. Review of the Site.
4. Obtaining all required Transportation Permits.
5. Submittal of all required insurance certificates and bonds as required by these
Specifications.
6. Moving onto the site, including, but not limited to:
A. Equipment
B. Arranging for and erection of Contractor’s work and storage areas.
7. Installing construction fencing and temporary construction power and wiring.
Providing a minimum of one restroom facility for each twenty-five (25) workers
occupying the site. Facilities may include existing functioning restrooms, or portable
chemical facilities, or any combination thereof, and shall count as one for each urinal
or one for each water closet (as required).
9. Installing all temporary utilities (as required).
10. Establishing required fire protection provisions.
11. Posting all OSHA required notices and establishment of safety programs.
12. Posting of all Department of Labor notices.
13. Having the Contractor’s superintendent at the job site full-time and responding 24
hours per day.
14. Air and water quality protective measures, as necessary, and without limitation.
15. Potholing and other research and review as necessary to verify site conditions and
utility locations.
16. Demobilization of the Site.
17. Any other item as specified.
Packet Page. 438
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
97 SPECIFICATIONS
The cost of bonds, insurance, move in and move out costs, preparation and submission of
submittals, obtaining encroachment permits, and miscellaneous incidental costs, shall be
Included in the Bid Item provided for mobilization and demobilization and incidental project costs
as a Lump Sum item, for which 75 percent (75%) will be eligible for inclusion in the first progress
payment, with the remaining 25 percent (25%) not eligible for inclusion until 100 percent (100%)
of the work has been completed and if progress of the work is satisfactory. No work shall be
started without prior approval of the submittals. Failure to comply with the preceding requirement
will be sufficient ground for the Engineer to stop all work on the project until the requirements are
met.
Measurement and Payment
Payment for this bid item, “MOBILIZATION,” shall be paid per Lump Sum (LS) and shall be
considered as full compensation for furnishing all labor, materials, tools, equipment, and
incidentals for doing all work involved in Mobilization per project plans and specifications; no
additional compensation will be allowed.
Item 1.2 - DEMOLITION AND REMOVAL OF EXISTING SPORTS POLES
NEWMARK: NEW SWITCHGEAR AND UTILITY TRANSFORMER PAD PER DRAWING # 13541
AND SCE PLANS.
SPEICHER PARK: NEW SWITCHGEAR AND UTILITY TRANSFORMER PAD PER DRAWING
# 13542 AND SCE PLANS
Measurement and Payment
The service cabinet and foundation bid price paid to remove field lighting service complete,
including all wiring, conduit, concrete, grading and equipment and shall be paid for by the contract
unit price paid per Each (EA) and shall include full compensation for providing all material, tools
and equipment, and for doing all the work necessary to remove equipment in accordance as
directed by the City Engineer. No additional compensation will be allowed therefore.
Sports Lighting and Poles Demolition and removal of existing sports poles and related
foundations shall become the ownership of the Contractor. The existing conduits and conductors
shall be abandoned in place.
Items 1.3, 1.5 through 1.8, 2.2, 2.4, 2.5, 2.6 – INSTALLATION OF MUSCO ITEMS,
SWITCHGEAR AND UTILITY TRANSFORMER PER PLANS (poles, lights, concrete footing,
Musco cabinet, Skylogic controller, wire terminations, etc).
NEWMARK: NEW SWITCHGEAR AND UTILITY TRANSFORMER PAD PER DRAWING # 13541
AND SCE PLANS AND APPENDIX B.
SPEICHER PARK: NEW SWITCHGEAR PER DRAWING # 13542 AND SCE PLANS AND
APPENDIX B.
The Contractor shall arrange with the service utility to complete service connection. Such request
shall be submitted not less than 45 days before services connections are required.
All fees charged by the Southern California Edison Company will be paid by the City.
Measurement and Payment
Packet Page. 439
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
98 SPECIFICATIONS
The service cabinet and foundation bid price paid to install street light service complete, including
all wiring, concrete work, grading and equipment and shall be paid for by the contract unit price
paid per Each (EA) and shall include full compensation for providing all material, tools and
equipment, and for doing all the work necessary to install a functional equipment in accordance
with the Plans, the Greenbook, Caltrans Standard Plans, these Special Provisions, and as
directed by the City Engineer. No additional compensation will be allowed therefore.
Item 1.9 through 1.11 and 2.7 through2.8- PULL BOX PER CITY STD. DWG. SL-2- No 3 ½
and No 5 and No 6.
Pull boxes shall be installed flush with the top of curb, finished grade or top of concrete sidewalk.
Concrete pull box covers shall be inscribed:
“ELECTRICAL HIGH VOLTAGE”
Pull boxes shall be secured Penta Head Bolts (1/2”-13) and be in accordance with City
Standards and Caltrans Standards. The contractor shall provide two (2) Penta Head sockets
capable of installing/removing the Penta Head Bolts to the Engineer.
All pull boxes not flush with concrete, contractor shall install a 6 inch wide by 6 inch deep
concrete skirt around the pull box perimeter.
For all pull boxes, after all wires are pulled into the pull boxes, install a layer of plastic sheet, fill
with grout to the top, and install lid.
Measurement and Payment
The contract bid price paid to install concrete pull box complete, including grading, concrete, and
equipment and shall be paid for by the contract unit price paid per Each (EA) and shall include
full compensation for providing all material, tools and equipment, and for doing all the work
necessary to install pull boxes with the Plans, the Greenbook, Caltrans Standard Plans, these
Special Provisions, and as directed by the City Engineer. No additional compensation will be
allowed therefore.
Item 1.4, 2.3 – FURNISH AND INSTALL SPORTS POLE CONCRETE FOOTING:
The contractor will furnish and install sports light standard with new foundation, including LED
fixtures in accordance with the plans and appendix “B”.
Lighting Standard
Lighting standards shall be Musco unless otherwise specified by the City Engineer.
Luminaires
Luminaires shall be Musco as shown on the plans. All proposed fixtures shall be from a single
manufacturer.
Measurement and Payment
This item shall be measured as each and shall be paid per Each (EA) and shall be considered
as full compensation furnishing and installing new lighting standard (including foundation,
Packet Page. 440
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
99 SPECIFICATIONS
concrete, conduit work, grading, and electoral wiring) and lighting fixture (including shorting
caps/photocell), labelling the face of the fixture with wattage tags, pole tags, and providing all
labor, materials, tools, equipment, and incidentals for doing all work involved.
The contractor unit price shall include full compensation for a fully furnished standard and
luminaire and all its component as indicated in these special provisions. The unit price shall
include all labor and materials of complete components including all necessary cables,
connectors, in-line fuses, cable terminations, complete in place for intended operation, as directed
per the manufacture specifications.
Item 1.12, 2.9 - 2” SCHEDULE 80 PVC CONDUIT
Item 1.13, 2.10 – 2-1/2” SCHEDULE 80 PVC CONDUIT
Conduit shall conform to Sub-Section 700-3.5, “Conduit” of the Greenbook. The contractor shall
use rigid polyvinyl chloride (PVC) Schedule 80 for underground and above ground use.
Conduits passing under roadways shall be installed by trenching in pavement as shown on the
plans. Installation of conduit shall include all work necessary included to install the conduit,
including trenching, backfilling, repairing of trenching.
Conduits shall be placed at the following depths below grade:
a) 18-inches, within parkways and medians, back of curbs, grass fields, and under concrete
sidewalks.
b) 24-inches when crossing or within the paved roadway.
Measurement and Payment
The contract bid price paid to install Schedule 80 PVC Conduit including trenching, pavement and
sidewalk repairs including new concrete sidewalk, 4” full panels replacements, 95% sub-grade
compaction, 2 sack minimum slurry fill for trench & AC final cap per City of San Bernardino
modified Standard Plan Number 310 (See Appendix D), and all ancillary work shall be paid for by
the contract unit price paid per Linear Foot (LF) and shall include full compensation for providing
all material, tools and equipment, and for doing all the work necessary to install Schedule 80 PVC
Conduit with Pull Rope per; the SCE Plans, the Greenbook, Caltrans Standard Plans, these
Special Provisions, and as directed by the City Engineer. No additional compensation will be
allowed therefore.
Item 1.14 - #12 CONDUCTOR
Item 1.15, 2.11 - #10 CONDUCTOR
Item 1.16, 2.12 - #8 CONDUCTOR
Item 1.17, 2.13, 2.14, 2.15 - #6, #4, #1 CONDUCTOR
Item 1.18 through 1.20 - #2, #4/0, #250 CONDUCTOR
Conductors shall be UL listed and rated for 600-volt operation. The insulation shall be
one of the following:
Packet Page. 441
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
100 SPECIFICATIONS
a) Type TW polyvinyl chloride conforming to the requirements of ASTM Designation:
D2219
b) Type THW or THWN polyvinyl chloride.
c) Type USE, Type RHH or Type RHW cross-linked polyethylene.
At any point, the minimum thickness of any of the above insulations shall be 40 mils for
conductor sizes No. 14 to No. 10, inclusive, and 54 mils for No. 8 to No. 2, inclusive.
Measurement and Payment
The contract bid price paid to install Conductors including all ancillary work shall be paid for by
the contract unit price paid per Linear Foot (LF) and shall include full compensation for providing
all material, tools and equipment, and for doing all the work necessary to install Conductors with
the Plans, the Greenbook, Caltrans Standard Plans, these Special Provisions, and as directed by
the City Engineer. No additional compensation will be allowed therefore.
Item 1.21, 1.22, 1.23, 1.24, 1.26, 2.16, 2.17, 2.18 – NEW SWITCHGEAR WITH METER AND
CONCRETE PADS TRANSFORMER AND SWITCHGEARS, WIRE CONNECTIONS AT
SWITCHGEAR
NEWMARK: NEW SWITCHGEAR AND UTILITY TRANSFORMER PAD PER DRAWING # 13541
AND SCE PLANS.
SPEICHER PARK: NEW SWITCHGEAR AND UTILITY TRANSFORMER PAD PER DRAWING
# 13542 AND SCE PLANS
The Contractor shall arrange with the service utility to complete service connection. Such request
shall be submitted not less than 45 days before services connections are required.
All fees charged by the Southern California Edison Company will be paid by the City.
Measurement and Payment
The service cabinet and foundation bid price paid to install street light service complete, including
all wiring, concrete work, grading and equipment and shall be paid for by the contract unit price
paid per Lump Sum (LS) and shall include full compensation for providing all material, tools and
equipment, and for doing all the work necessary to install a functional equipment in accordance
with the Plans, the Greenbook, Caltrans Standard Plans, these Special Provisions, and as
directed by the City Engineer. No additional compensation will be allowed therefore.
Item 1.25, 1.27, 1.28, 1.29, 2.19, 2.20, 2.21, 2.22 – UTILITY SECONDARY CONDUIT,
TRENCH AND BACKFILL, PATCH AND REPAIR OF SITE TURF AREAS, PATCH AND
REPAIR OF SITE ASPHALT AREAS
NEWMARK: NEW SWITCHGEAR AND UTILITY TRANSFORMER PAD PER DRAWING # 13541
AND SCE PLANS.
SPEICHER PARK: NEW SWITCHGEAR AND UTILITY TRANSFORMER PAD PER DRAWING
# 13542 AND SCE PLANS
The Contractor shall arrange with the service utility to complete service connection. Such request
shall be submitted not less than 45 days before services connections are required.
All fees charged by the Southern California Edison Company will be paid by the City.
Packet Page. 442
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
101 SPECIFICATIONS
Trenching backfilling and restoration elevations shall be in accordance with the plans and
Appendix “D”.
Measurement and Payment
The service cabinet and foundation bid price paid to install street light service complete, including
all wiring, concrete work, trenching, repair of turf & asphalt, grading and equipment and shall be
paid for by the contract unit price paid per Length Feet (LF) and shall include full compensation
for providing all material, tools and equipment, and for doing all the work necessary to install a
functional equipment in accordance with the Plans, the Greenbook, Caltrans Standard Plans,
these Special Provisions, and as directed by the City Engineer. No additional compensation will
be allowed therefore.
Item 1.30 and 2.23 - Water Pollution Control, Best Management Practices
“Water Pollution Control,” of the Standard Specifications, and as amended by these Special
Conditions, shall be considered as included in the lump sum bid item price for “WATER
POLLUTION CONTROL BEST MANAGEMENT PRACTICES (BMP)”
Measurement and Payment
Price shall include full compensation for furnishing all labor, materials, tools, equipment, and
incidentals for doing all work involved to establish, implement, monitor and maintain the BMP’s
required by the SWPPP, and no additional compensation shall be allowed therefore. All work be
paid by the contract unit price paid per Lump Sum (LS) and shall include full compensation The
Contractor shall be responsible for payment of any administrative fines that may be imposed on
the City due to the Contractor’s failure to comply with the terms of the applicable permits regulating
Water Pollution Control. Administrative fines, if imposed, will be withheld from the Contractor’s
payments.
Item 1.31 and 2.24 – Project Signs
Work specified in this section includes providing all materials and performing all
operations to fabricate, install, modify and/or relocate Project Information Sign, and as
specified in these Special Provisions. Submit a shop drawing for all sign panels, and the
Manufacturer's data for the Sign Panels.
MATERIALS
A. 4 feet by 8 feet Project Signs shall be constructed per these specifications for Plywood
single sheet and laminated panel signs.
B. Color of signs, panels and lettering shall be as indicated on the drawing in Appendix “C”
of these specifications.
C. Sign Posts shall be constructed of 4x4 wood and shall conform to the provisions of
Caltrans RS1 (Urban Location) & RS2 (Two Post Installation)
D. Mounting Hardware shall be furnished by the Contractor and shall conform to the
provisions of Caltrans RS2 (Two Post Installation)
INSTALLATION
A. For this contract, one (1) Project Information Sign shall be installed, relocated or
modified for each location as directed by the City Engineer and shall conform to the
provisions of sections 56-2.03, and 56-2.04, Caltrans.
Packet Page. 443
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
102 PLANS AND DRAWINGS
PLANS AND DRAWINGS
THE FOLLOWING PLANS AND DRAWINGS ARE INCORPORATED WITHIN [PLANET BIDS
WEBSITE], located at [https://pbsystem.planetbids.com/portal/39495/bo/bo-search] IN
THEIR ENTIRETY:
1. Drawing Number 13541 (Newmark Set)
2. Drawing Number 13542 (Speicher Set)
3. Drawing Number TD2122082 (Newmark SCE Set)
4. Drawing Number TD2181151 (Speicher SCE Set)
Packet Page. 444
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
103 APPENDECIES
APPENDIX “A”
CITY OF SAN BERNARDINO
BUSINESS REGISTRATION CERTIFICATE APPLICATION FORM
Packet Page. 445
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
104 APPENDECIES
Packet Page. 446
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
105 APPENDECIES
APPENDIX “B”
MUSCO SPECIFICATIONS
Packet Page. 447
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
106 APPENDECIES
ALL MUSCO SPECIFICATIONS ARE INCORPORATED WITHIN [PLANET BIDS WEBSITE], located at
[https://pbsystem.planetbids.com/portal/39495/bo/bo-search] IN THEIR ENTIRETY:
Packet Page. 448
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
107 APPENDECIES
APPENDIX “C”
CONSTRUCTION 4’ X 8’ PROJECT SIGNS
Packet Page. 449
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
108 APPENDECIES
CITY OF SAN BERNARDINO
Building a Better San Bernardino
NEWMARK BALL FIELD LIGHTING SYSTEM DESIGN
Project No. PR22-001
Estimated Start: August 2024
Funding Provided By: AB 1600
Council Ward: 4
Helen Tran, Mayor
Charles Montoya, City Manager
Council Members: Theodore Sanchez, Sandra Ibarra, Juan Figueroa,
Fred Shorett, Ben Reynoso, Kimberly Calvin, Damon Alexander
For more information, please call the Engineering Department (909) 384-5019
Size: 4’ Vertical by 8’ horizontal. Material: ½” Plywood with graffiti laminate. Colors: White background, blue and black graphics, full color
logo. Two post installation using 4x4 wood.
Packet Page. 450
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
109 APPENDECIES
CITY OF SAN BERNARDINO
Building a Better San Bernardino
SPEICHER MULTIPURPOSE FIELD LIGHTING SYSTEM
DESIGN Project No. PR22-003
Estimated Start: August 2024
Funding Provided By: AB 1600
Council Ward: 2
Helen Tran, Mayor
Charles Montoya, City Manager
Council Members: Theodore Sanchez, Sandra Ibarra, Juan Figueroa,
Fred Shorett, Ben Reynoso, Kimberly Calvin, Damon Alexander
For more information, please call the Engineering Department (909) 384-5019
Size: 4’ Vertical by 8’ horizontal. Material: ½” Plywood with graffiti laminate. Colors: White background, blue and black graphics, full color
logo. Two post installation using 4x4 wood.
Packet Page. 451
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
110 APPENDECIES
APPENDIX “D”
TYPICAL DETAIL
RESTORATION PERMANENT SURFACING /
TRENCHING
Packet Page. 452
GENEVIEVE CIRCUIT LIGHTING UPGRADE
TC22-008 & RALSTON CIRCUIT LIGHTING
UPGRADE TC22-009
111 APPENDECIES
Packet Page. 453
BID TABULATION FOR
PR22-001, PR22-003: Newmark and Speicher field lighting
BID OPENING: 08/31/23 @ 2:30PM
FILE: Project: PR22-001, PR22-003: Newmark and Speicher field lighting
Item
No.BID ITEM DESCRIPTION Estimated
Quantity Unit
BID SCHEDULE Unit Price Total Unit Price Total Unit Price Total
SCHEDULE NO. 1 Newmark
1.1 MOBILIZATION 1 LS 10,000.00$ 10,000.00$ 50,000.00$ 50,000.00$ 10,000.00$ 10,000.00$
1.2 DEMOLITION AND REMOVAL OF EXISTING SPORTS POLES 4 EA 3,500.00$ 14,000.00$ 4,000.00$ 16,000.00$ 5,000.00$ 20,000.00$
1.3 FURNISH AND INSTALL SPORTS LIGHT POLES AND LIGHTS 9 EA 46,306.22$ 416,755.98$ 35,000.00$ 315,000.00$ 48,000.00$ 432,000.00$
1.4 FURNISH AND INSTALL SPORTS POLE CONCRETE FOOTINGS 9 EA 9,774.00$ 87,966.00$ 4,500.00$ 40,500.00$ 11,000.00$ 99,000.00$
1.5 FURNISH AND INSTALL MUSCO CONTROL CABINETS 1 EA 15,176.00$ 15,176.00$ 12,000.00$ 12,000.00$ 19,000.00$ 19,000.00$
1.6 SALVAGE EXISTING SKYLOGIX CONTROL AND INSTALL IN NEW CABINET 1 EA 6,000.00$ 6,000.00$ 5,500.00$ 5,500.00$ 31,000.00$ 31,000.00$
1.7 WIRE TERMINATION AT ALL LIGHTING POLES 18 EA 525.00$ 9,450.00$ 150.00$ 2,700.00$ 300.00$ 5,400.00$
1.8 FURNISH INSTALL PARKING LOT LIGHTING POLE & FOOTING 9 EA 6,639.00$ 59,751.00$ 2,500.00$ 22,500.00$ 10,000.00$ 90,000.00$
1.9 FURNISH AND INSTALL NO. 3 1/2 PULL BOX PER CITY OF SAN BERNARDINO STANDARD
DRAWING SL-2 7 EA 1,073.00$ 7,511.00$ 325.00$ 2,275.00$ 1,700.00$ 11,900.00$
1.1 FURNISH AND INSTALL NO. 5 PULL BOX PER CITY OF SAN BERNARDINO STANDARD DRAWING
SL-2 13 EA 1,073.00$ 13,949.00$ 325.00$ 4,225.00$ 1,700.00$ 22,100.00$
1.11 FURNISH AND INSTALL NO. 6 PULL BOX PER CITY OF SAN BERNARDINO STANDARD DRAWING
SL-2 7 EA 1,073.00$ 7,511.00$ 325.00$ 2,275.00$ 2,500.00$ 17,500.00$
1.12 FURNISH AND INSTALL 2" SCHEDULE 80 PVC CONDUIT 3,500 LF 15.53$ 54,355.00$ 110.00$ 385,000.00$ 22.00$ 77,000.00$
1.13 FURNISH AND INSTALL 2-1/2” SCHEDULE 80 PVC CONDUIT 1,500 LF 25.37$ 38,055.00$ 110.00$ 165,000.00$ 26.00$ 39,000.00$
1.14 FURNISH AND INSTALL #12 CONDUCTOR 2,000 LF 2.29$ 4,580.00$ 0.32$ 640.00$ 2.00$ 4,000.00$
1.15 FURNISH AND INSTALL #10 CONDUCTOR 4,000 LF 2.85$ 11,400.00$ 0.50$ 2,000.00$ 2.00$ 8,000.00$
1.16 FURNISH AND INSTALL #8 CONDUCTOR 3,000 LF 2.47$ 7,410.00$ 0.90$ 2,700.00$ 3.00$ 9,000.00$
1.17 FURNISH AND INSTALL #6 CONDUCTOR 2,000 LF 3.22$ 6,440.00$ 1.44$ 2,880.00$ 4.00$ 8,000.00$
1.18 FURNISH AND INSTALL #2 CONDUCTOR 5,500 LF 3.83$ 21,065.00$ 3.20$ 17,600.00$ 7.00$ 38,500.00$
1.19 FURNISH AND INSTALL #4/0 CONDUCTOR 1,300 LF 12.73$ 16,549.00$ 9.20$ 11,960.00$ 15.00$ 19,500.00$
1.2 FURNISH AND INSTALL #250 CONDUCTOR 1,300 LF 13.47$ 17,511.00$ 10.60$ 13,780.00$ 17.00$ 22,100.00$
1.21 NEW SWITCHGEAR WITH METER 1 LS 23,870.00$ 23,870.00$ 24,000.00$ 24,000.00$ 51,000.00$ 51,000.00$
1.22 NEW CONCRETE PAD FOR SWITCHGEAR 1 LS 2,900.00$ 2,900.00$ 8,500.00$ 8,500.00$ 14,000.00$ 14,000.00$
1.24 UTILITY TRANSFORMER PAD 1 LS 4,765.00$ 4,765.00$ 1,800.00$ 1,800.00$ 10,000.00$ 10,000.00$
1.25 UTILITY SECONDARY CONDUIT 15 LF 127.00$ 1,905.00$ 60.00$ 900.00$ 250.00$ 3,750.00$
1.26 WIRE CONNECTIONS AT SWITCHGEAR 1 LS 7,750.00$ 7,750.00$ 1,500.00$ 1,500.00$ 6,000.00$ 6,000.00$
1.27 TRENCHING AND BACKFILL 500 LF 13.65$ 6,825.00$ 100.00$ 50,000.00$ 50.00$ 25,000.00$
1.28 PATCH AND REPAIR OF SITE TURF AREAS 1,500 LF 4.65$ 6,975.00$ 3.25$ 4,875.00$ 17.00$ 25,500.00$
1.29 PATCH AND REPAIR OF SITE ASPHALT AREAS 800 LF 52.00$ 41,600.00$ 40.00$ 32,000.00$ 75.00$ 60,000.00$
1.3 WATER POLLUtION CONTROL, BEST MANAGEMENT PRACTICES 1 LS 1,500.00$ 1,500.00$ 2,500.00$ 2,500.00$ 3,000.00$ 3,000.00$
1.31 Project signs 1 EA 2,000.00$ 2,000.00$ 1,500.00$ 1,500.00$ 2,000.00$ 2,000.00$
Sub Total 925,524.98$ 1,202,110.00$ 1,183,250.00$
SCHEDULE NO. 2 Speicher
2.1 MOBILIZATION 1 LS 10,000.00$ 10,000.00$ 35,000.00$ 35,000.00$ 10,000.00$ 10,000.00$
2.2 FURNISH AND INSTALL SPORTS LIGHT POLES AND LIGHTS 6 EA 65,184.67$ 391,108.02$ 35,000.00$ 210,000.00$ 73,000.00$ 438,000.00$
2.3 FURNISH AND INSTALL SPORTS POLE CONCRETE FOOTINGS 6 EA 9,666.67$ 58,000.02$ 4,500.00$ 27,000.00$ 11,000.00$ 66,000.00$
2.4 FURNISH AND INSTALL MUSCO CONTROL CABINETS 1 EA 15,176.00$ 15,176.00$ 12,000.00$ 12,000.00$ 20,000.00$ 20,000.00$
2.5 FURNISH AND INSTALL SKYLOGIX CONTROL AND INSTALL IN NEW CABINET 1 EA 6,000.00$ 6,000.00$ 5,500.00$ 5,500.00$ 28,000.00$ 28,000.00$
2.6 WIRE TERMINATION AT ALL LIGHTING POLES 6 EA 525.00$ 3,150.00$ 150.00$ 900.00$ 400.00$ 2,400.00$
2.7 FURNISH AND INSTALL NO. 3 1/2 PULL BOX PER CITY OF SAN BERNARDINO STANDARD
DRAWING SL-2 5 EA 1,073.00$ 5,365.00$ 325.00$ 1,625.00$ 2,000.00$ 10,000.00$
2.8 FURNISH AND INSTALL NO. 5 PULL BOX PER CITY OF SAN BERNARDINO STANDARD DRAWING
SL-2 7 EA 1,073.00$ 7,511.00$ 325.00$ 2,275.00$ 2,500.00$ 17,500.00$
2.9 FURNISH AND INSTALL 2" SCHEDULE 80 PVC CONDUIT 3,000 LF 15.53$ 46,590.00$ 110.00$ 330,000.00$ 23.00$ 69,000.00$
2.1 FURNISH AND INSTALL 2-1/2” SCHEDULE 80 PVC CONDUIT 200 LF 25.37$ 5,074.00$ 110.00$ 22,000.00$ 41.00$ 8,200.00$
2.11 FURNISH AND INSTALL #10 CONDUCTOR 3,700 LF 2.85$ 10,545.00$ 0.50$ 1,850.00$ 2.00$ 7,400.00$
2.12 FURNISH AND INSTALL #8 CONDUCTOR 13,000 LF 2.47$ 32,110.00$ 0.90$ 11,700.00$ 3.00$ 39,000.00$
2.13 FURNISH AND INSTALL #4 CONDUCTOR 3,100 LF 4.05$ 12,555.00$ 2.20$ 6,820.00$ 6.00$ 18,600.00$
2.14 FURNISH AND INSTALL #1 CONDUCTOR 600 LF 5.82$ 3,492.00$ 1.80$ 1,080.00$ 9.00$ 5,400.00$
2.15 FURNISH AND INSTALL #6 CONDUCTOR 200 LF 3.22$ 644.00$ 1.44$ 288.00$ 5.00$ 1,000.00$
2.16 NEW SWITCHGEAR WITH METER 1 LS 37,396.00$ 37,396.00$ 28,210.00$ 28,210.00$ 56,000.00$ 56,000.00$
2.17 WIRE CONNECTIONS AT SWITCHGEAR 1 LS 3,590.00$ 3,590.00$ 1,500.00$ 1,500.00$ 7,000.00$ 7,000.00$
2.18 NEW CONCRETE PAD FOR SWITCHGEAR 1 LS 2,900.00$ 2,900.00$ 8,500.00$ 8,500.00$ 16,000.00$ 16,000.00$
2.19 UTILITY SECONDARY CONDUIT 300 LF 127.00$ 38,100.00$ 20.00$ 6,000.00$ 85.00$ 25,500.00$
2.2 TRENCHING AND BACKFILL 500 LF 13.65$ 6,825.00$ 100.00$ 50,000.00$ 60.00$ 30,000.00$
2.21 PATCH AND REPAIR OF SITE TURF AREAS 1,600 LF 4.65$ 7,440.00$ 3.25$ 5,200.00$ 25.00$ 40,000.00$
2.22 PATCH AND REPAIR OF SITE ASPHALT AREAS 400 LF 52.00$ 20,800.00$ 40.00$ 16,000.00$ 90.00$ 36,000.00$
1.23 WATER POLLUtION CONTROL, BEST MANAGEMENT PRACTICES 1 LS 1,500.00$ 1,500.00$ 1,500.00$ 1,500.00$ 2,700.00$ 2,700.00$
1.24 Project sign 1 EA 2,000.00$ 2,000.00$ 1,500.00$ 1,500.00$ 1,500.00$ 1,500.00$
Sub Total 727,871.04$ 786,448.00$ 955,200.00$
TOTAL BID SCHEDULE 1,988,558.00$ 1,653,396.02$
LOW BIDDER
FEC Electric Inc.
3RD LOW
Ace Electric Inc.
2ND LOW
Southern Contracting Company
2,138,450.00$
Packet Page. 454
Packet Page. 455
Packet Page. 456
Packet Page. 457
Packet Page. 458
Packet Page. 459
Packet Page. 460
Packet Page. 461
Packet Page. 462
Packet Page. 463
Packet Page. 464
Packet Page. 465
Packet Page. 466
Packet Page. 467
Packet Page. 468
Packet Page. 469
Packet Page. 470
Packet Page. 471
Packet Page. 472
Packet Page. 473
Packet Page. 474
Packet Page. 475
Packet Page. 476
Packet Page. 477
Packet Page. 478
Packet Page. 479
Packet Page. 480
Packet Page. 481
Packet Page. 482
Packet Page. 483
Packet Page. 484
Packet Page. 485
Packet Page. 486
Packet Page. 487
Packet Page. 488
Packet Page. 489
Newmark Little Leag u e F ield s
300 ft
N➤➤N
Packet Page. 490
Spei ch er Park M ultip urpo se Fiel d
400 ft
N➤➤N
Packet Page. 491
2
2
8
0
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager;
Lynn Merrill, Director of Public Works
Department:Public Works
Subject:Approving Amendment No. 2 to Cooperative
Agreement No. 22-1002720 with the San Bernardino
County Transportation Authority (SBCTA) for the
State Route 210/ Waterman Avenue Interchange
Project (Ward 7)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2024-198:
1. Authorizing the Director of Finance and Management Services to amend
the State Route 210/Waterman Avenue Interchange Project budget in the
amount of $322,806 from the Measure I Fund, for a total-not-to exceed
amount of $1,948,934. and;
2. Authorizing the City Manager to execute Amendment No. 2 to Cooperative
Agreement No. 22-1002720 with the San Bernardino County Transportation
Authority (SBCTA) for Waterman Avenue at State Route 210 (SR-210)
interchange Project.
Executive Summary
The primary goal of the State Route 210/Waterman Avenue Interchange Project is
to improve traffic flow, enhance safety, and reduce congestion for all users.
However, due to higher construction bid costs, Amendment No. 2 is needed to
clearly define the funding responsibilities for the increased project expenses. The
total additional cost, amounting to $322,806, will be covered by the City. This
amendment is essential to continue the project and award the construction contract.
The project is already included in the City’s Capital Improvement Plan and the Five-
Packet Page. 492
2
2
8
0
Year Measure I Capital Improvement Plan, with no impact on the General Fund
Background
The City of San Bernardino, in partnership with the San Bernardino Transportation
Authority (SBCTA), has embarked on a crucial project to improve the State Route
210/Waterman Avenue Interchange. This project, initiated due to the increasing
congestion and accessibility challenges at the I-210 Freeway's Waterman Avenue
Eastbound off-ramp, is designed to significantly enhance traffic flow, safety, and
overall operational efficiency. The interchange serves as a vital connector for
residents, commuters, and visitors, providing access to key destinations in the
region. However, the current configuration has led to traffic bottlenecks, delays, and
safety concerns, particularly during peak hours.
To address these issues, the project will add two southbound left turn lanes on
Waterman Avenue leading to the I-210 eastbound on-ramp. Additionally, the
eastbound on-ramp will be widened by adding an approximately 700-foot auxiliary
lane, which will safely accommodate vehicles and allow smooth weaving between
those using both left-turn lanes. This auxiliary lane will converge with the existing
lane before merging with the mainline, improving traffic flow and reducing potential
points of conflict. Further enhancements include the construction of a retaining wall
adjacent to the eastbound on-ramp, the removal of the raised median curb on the
Waterman Avenue Bridge, and the re-striping of lanes at the Waterman Avenue and
East 30th Street intersection to allow for two northbound left-turn lanes. These
comprehensive improvements are crucial for reducing congestion, enhancing
safety, and ensuring that the interchange meets the growing demands of the
community, ultimately contributing to a smoother and safer travel experience for all.
This partnership between the City and SBCTA has enabled the initiation of phased
improvements to the interchange. The first phase of these improvements has been
recognized as eligible under the Valley Interchange Phasing Program and is
included in the most recent 10-year Delivery Plan and Nexus Study, which have
been approved by the SBCTA Board of Directors.
On December 15, 2021, the Mayor and City Council approved Resolution No. 2021-
300 and Cooperative Agreement No. 22-1002720 which assumed the terms and
conditions of the Cooperative Agreement. This cooperative agreement was for a
total amount of $1,398,270, that was provided through Measure I funds, which
included $400,000 from FY2021/22, and $998,270 from FY2022/23, to complete the
project.
On January 5, 2022, the San Bernardino County Transportation Authority (SBCTA)
Board of Directors (Board) approved funding for this Project through the Measure I
Valley Interchange Phasing Program. At the same meeting, SBCTA and the City of
San Bernardino entered into Cooperative Agreement No. 22-1002720 for roles and
responsibilities for the development, construction, and funding of the Project. Under
Packet Page. 493
2
2
8
0
the agreement, SBCTA will lead the design and administer the construction contract
and the City of San Bernardino will contribute its share according to the SBCTA
Nexus formula.
In late 2022, environmental studies and preliminary design for the State Route
210/Waterman Avenue Interchange Project began. By November 2023, the draft
100% Plans, Specifications, and Estimates (PS&E) package was submitted to the
California Department of Transportation (Caltrans) for final review, with comments
on the project design received from all reviewers in January 2024.
In early 2024, after completing the draft 100% PS&E, it was submitted to Caltrans
for final approval. Considering the cost estimate for the draft 100% PS&E package
and recent trends in bids for other projects—particularly the rising costs of concrete
and labor—SBCTA and City staff agreed to increase the project budget. As a result,
Amendment No. 1 to Cooperative Agreement No. 22-1002720 was fully executed
on April 3, 2024, through Resolution 2024-062, which included the appropriation of
$227,858 using Measure S funds, bringing the total not-to-exceed balance to
$1,626,128. Please see funding table below for details:
Discussion
On May 31, 2024, the project was advertised to potential bidders by SBCTA, and by
July 16, 2024, seven bids were received. These bids ranged from $7,175,766 to
$13,996,410, significantly exceeding the engineer's estimate of $4,743,380, which
was originally used for the funding table in Cooperative Agreement No. 22-1002720.
The lowest bid resulted in a net project cost increase of $1,773,658 above the
authorized amount in the cooperative agreement. Please see table below:
Contractor Bid Amount City
CT&T concrete paving, Inc.$7,175,766.29 Diamond Bar, CA
Granite Construction
Company
$7,275,727.00 Murrieta, CA
Riverside Construction
Company, Inc.
$7,292,177.50 Riverside , CA
Griffith Company $7,660,787.41 Brea, CA
Sema Construction, Inc.$8,168,421.27 Riverside, CA
Ral Investment Corporation $8,293,043.16 San Diego, CA
Measure I - FY21/22 $400,000.00
Measure I - FY22/23 $998,270.00
Amend No.1 - Measure S $227,858.00
Total Not-to-Exceed $1,626,128.00
Co-Op Agreement Funding Details
Packet Page. 494
2
2
8
0
Nationwide Contracting
Service, Inc.
$13,996,410.25 Huntington Beach, CA
To accommodate this increase, $1,450,852 will be covered by SBCTA’s Measure I
funds, while $322,806 will be funded by the City’s share of Measure I funds. The cost
increases will be split with the City contributing 15.8% and SBCTA covering 84.2%.
An amendment to Cooperative Agreement No. 22-1002720 is necessary to maintain
the project schedule and enable the awarding of the construction contract.
Staff are recommending that the Mayor and City Council approve Amendment No. 2
to Cooperative Agreement No. 22-1002720 with SBCTA, which will increase the total
project costs and adjust the City’s contribution. The current agreement includes
funding from Measure I for FY21/22 ($400,000.00) and FY22/23 ($998,270.00), as
well as $227,858.00 from Measure S, totaling a not-to-exceed amount of
$1,626,128.00. With Amendment No. 2, an additional $322,806 from the City’s share
of Measure I funds will be added, bringing the new total not-to-exceed amount to
$1,948,934. Please see updated funding table below:
The cost increases outlined in this amendment will be funded through Measure I.
SBCTA has delegated the authority to approve Amendment No. 2 to the Executive
Director, ensuring a swift transition once the amendment is approved by the Mayor
and City Council. Upon approval, SBCTA will begin the award process, with the
anticipated contract award occurring around September 2024. Construction is
expected to start in the last week of November 2024 and will continue for
approximately 10 months.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No. 1e: Minimize risk and litigation
exposure. This project will enhance travel path safety for the non-motoring public
and contribute to clean and attractive non-motorized infrastructure network
designed to support long term economic growth.
Fiscal Impact
There is no General Fund impact associated with this action. Fiscal Year 2024/25
CIP Budget will be amended by $322,806 utilizing the Measure I fund balance.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2024-198:
Previous Not-to-Exceed $1,626,128.00
Amend. No. 2 - Measure I $322,806.00
Total New Not-to-Exceed $1,948,934.00
Co-Op Agreement Funding Details
Packet Page. 495
2
2
8
0
1. Authorizing the Director of Finance and Management Services to amend
the State Route 210/Waterman Avenue Interchange Project budget in the
amount of $322,806 from the Measure I Fund, for a total-not-to exceed
amount of $1,948,934. and;
2. Authorizing the City Manager to execute Amendment No. 2 to Cooperative
Agreement No. 22-1002720 with the San Bernardino County Transportation
Authority (SBCTA) for Waterman Avenue at State Route 210 (SR-210)
interchange Project.
Attachments
Attachment 1 Resolution 2024-198
Attachment 2 Amendment No.2 SBCTA Cooperative Agreement
Attachment 3 Amendment No.1 SBCTA Cooperative Agreement
Attachment 4 SBCTA Cooperative agreement
Attachment 5 Construction Cost and cash flow Forecast
Ward:
Seventh Ward
Synopsis of Previous Council Actions:
December 15, 2021 Resolution No. 2021-300 Resolution of the Mayor and City
Council approving Cooperative Agreement No. 22-1002720.
April 3, 2024 Resolution No 2024-062 Resolution of the Mayor and City
Council approving Amendment No 1.
Packet Page. 496
Resolution No. 2024-198
Resolution 2024-198
September 4, 2024
Page 1 of 3
5
3
4
2
RESOLUTION NO. 2024-198
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
AUTHORIZING THE DIRECTOR OF FINANCE AND
MANAGEMENT SERVICES TO AMEND THE STATE
ROUTE 210/WATERMAN AVENUE INTERCHANGE
PROJECT BUDGET IN THE AMOUNT OF $322,806 FROM
THE MEASURE I FUND FOR A TOTAL NOT-TO-EXCEED
AMOUNT OF $1,948,934, AND AUTHORIZING THE CITY
MANAGER TO EXECUTE AMENDMENT NO. 2 TO
COOPERATIVE AGREEMENT NO. 22-1002720 WITH SAN
BENRARDINO COUNTY TRANSPORTATION
AUTHORITY (SBCTA) FOR WATERMAN AVENUE AT
STATE ROUTE 210 (SR-210) INTERCHANGE PROJECT
WHEREAS, the City of San Bernardino intends to initiate phased improvements of the
Waterman Avenue at State Route 210 (SR-210) interchange within the limits of the City; and
WHEREAS, the parties have already entered into agreement to delineate roles,
responsibilities relative to project management, Project Approval/Environmental Documents, Plan
Specification and Estimates, Right of Way, and Construction of the project; and
WHEREAS, the improvements will include converting one southbound lane and one
northbound lane into a left-turn lane and widening the eastbound on-ramp to two lanes; and
WHEREAS, the project improvements are funded by Measure I and Measure S; and
WHEREAS, Resolution 2021-300, approved by the Mayor and City Council on December
15, 2021, provided funding in the amount of $1,398,270 from Measure I for Cooperative
Agreement No. 22-1002720 with SBCTA; and
WHEREAS, Resolution 2024-062, approved by the Mayor and City Council on April 3,
2024, provided funding in the amount of $227,858 from Measure S for Amendment No. 1 on
Cooperative Agreement No. 22-1002720 with SBCTA; and
WHEREAS, on July 16, 2024 SBCTA received seven bids for the construction of the
project which came in above the engineer’s estimate, resulting in the need for Amendment No. 2
to the Cooperative Agreement No. 22-1002720-02; and
WHEREAS, the City is requesting $322,806 from Measure I for Amendment No. 2 to
Cooperative Agreement No. 22-1002720-02, which will bring the new total not-to-exceed amount
to $1,948,934, ensuring the project can continue and the construction contract can be awarded.
Packet Page. 497
Resolution No. 2024-198
Resolution 2024-198
September 4, 2024
Page 2 of 3
5
3
4
2
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The Mayor and City Council hereby authorize the Director of Finance and
Management Services to amend the State Route 210/Waterman Avenue Interchange Project
budget in the amount of $322,806 from the Measure I Fund, for a total not-to-exceed amount of
$1,948,934.
SECTION 3. The Mayor and City Council hereby authorize the City Manager to execute
Amendment No. 2 to Cooperative Agreement No. 22-1002720 with the San Bernardino County
Transportation Authority (SBCTA) for Waterman Avenue at State Route 210 (SR-210)
interchange Project.
SECTION 4.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 5.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 6. 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 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 498
Resolution No. 2024-198
Resolution 2024-198
September 4, 2024
Page 3 of 3
5
3
4
2
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. 2024-198, adopted at a regular meeting held on the 4th day of September 2024 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 ____________
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 499
1
Amendment No. 2 to 22-1002720
AMENDMENT NO. 2 TO COOPERATIVE AGREEMENT NO 22-1002720
BETWEEN
SAN BERNARDINO COUNTY TRANSPORTATION AUTHORITY
AND
CITY OF SAN BERNARDINO
FOR
PROJECT APPROVAL AND ENVIRONMENTAL DOCUMENT (PA/ED),
PLANS, SPECIFICATIONS AND ESTIMATE (PS&E), RIGHT OF WAY (ROW), AND
CONSTRUCTION PHASES
FOR THE WATERMAN AVENUE AT STATE ROUTE 210 (SR-210) INTERCHANGE
IN THE CITY OF SAN BERNARDINO
I. PARTIES
A. This Amendment No. 2 to Cooperative Agreement 22-1002720 (AGREEMENT) is made
by and between the San Bernardino County Transportation Authority (SBCTA) and the
City of San Bernardino (CITY). SBCTA and CITY are each a "PARTY" and collectively
the "PARTIES" herein.
II. RECITALS
A. In January 2022, PARTIES entered into AGREEMENT to define roles, responsibilities
and funding for improvements for the PA/ED, PS&E, ROW, CONSTRUCTION phases
for the first phase of improvements at State Route 210 (SR-210) and Waterman Avenue in
the City of San Bernardino (PROJECT);
B. PROJECT is is identified as eligible for funding under the Valley Interchange Phasing
program with a $10 Million PROJECT cost limit and 81.8% public share;
C. PARTIES completed the draft 100% plans and specifications in February 2024; and
D. In April 2024, PARTIES entered Amendment No. 1 to AGREEMENT to reflect estimated
cost increases in the Construction phase for PROJECT based on the draft 100% plans and
specifications; and
E. In May 2024, the construction contract for PROJECT was advertised for bids; and
F. On June 12, 2024, bids were opened on PlanetBids, SBCTA’s online procurement
program; and
G. The apparent lowest bid was greater than the estimate used for Amendment No. 1 for
AGREEMENT, which necessitates an amendment to AGREEMENT to reflect the
increased cost; and
H. The increase in the construction phase resulted in a total PROJECT cost increase of
Packet Page. 500
2
Amendment No. 2 to 22-1002720
$1,773,658, comprised of an increase of $322,806 of Development/Local Share and an
increase of $1,450,852 of Public Share; and
I. PARTIES desire to amend AGREEMENT to define funding responsibilities for the
estimated cost increase of PROJECT.
NOW, THEREFORE, the PARTIES agree to amend the AGREEMENT as follows:
1.Attachment A.1 to the AGREEMENT shall be deleted in its entirety and replaced with
Attachment A.2, attached to this Amendment No. 2 and incorporated herein by reference.
2.Except as amended by this Amendment No. 2, all other provisions of the AGREEMENT
shall remain in full force and effect and are incorporated herein by this reference.
3.Amendment No. 2 is deemed to be included and made part of the AGREEMENT.
4.The Recitals set forth above are incorporated herein by this reference.
5.Amendment No. 2 is effective upon execution by SBCTA and CITY.
6.Unless otherwise defined herein, all capitalized terms used in this Amentment No. 1 shall
have the same meaning as defined in the AGREEMENT.
--------------------------Signatures on Following Page--------------------------
Packet Page. 501
3
Amendment No. 2 to 22-1002720
IN WITNESS WHEREOF, PARTIES have duly executed Amendment No. 2 to
Agreement 22-1002720 below:
SAN BERNARDINO COUNTY
TRANSPORTATION AUTHORITY
CITY OF SAN BERNARDINO
By:___________________________By:__________________________
Ray Marquez Rochelle Clayton
President, Board of Directors Acting City Manager
Date:__________________________Date:__________________________
APPROVED AS TO FORM: APPROVED AS TO FORM:
By:____________________________By:____________________________
Juanda L. Daniel
Assistant General Counsel
Sonia R. Carvalho
City Attorney
Packet Page. 502
4
Amendment No. 2 to 22-1002720
Amendment No. 2 to Cooperative Agreement 22-1002720
Attachment A.2
Project Scope:
At the Waterman Avenue State Route 210 (SR 210) interchange, convert southbound and
northbound through lane into a left-turn lane and widen eastbound on-ramp to two lanes.
Project Cost Estimate and Funding Shares
SBCTA’s Share: Public Share: 81.8%
City’s Share: Development Share or Local Share: 18.2% (City of San Bernardino)
Estimated
Costs Public Share Development/
Local Share
PA/ED $207,285 $169,559 $37,726
PS&E $501,848 $410,512 $91,336
ROW $0 $0 $0
Construction $8,900,392 $7,280,521 $1,619,871
SBCTA Oversight $200,000 $0 $200,000
TOTAL $9,809,525 $7,860,521 $1,948,934
Packet Page. 503
Packet Page. 504
Packet Page. 505
Packet Page. 506
Packet Page. 507
Packet Page. 508
Packet Page. 509
Packet Page. 510
Packet Page. 511
Packet Page. 512
Packet Page. 513
Packet Page. 514
Packet Page. 515
Packet Page. 516
Forecast at
Completion
TOTAL
Forecast at
Completion
CITY
SR‐210 Waterman Cooperative Agreement 22‐1002720 ‐ Amendment 1 Cost to Date Forecast Balance
TOTAL
Forecast Balance
CITY7/16/2024 TOTAL
207,285
MSI
169,559
CITY OTHER TOTAL
Project Report and Environmental App $
Plans, Specifications, and Estimates
Right of Way Acquisition
Construction & Construction Managem $
SBCTA Project Management
TOTAL
$
$
$
$
$
$
$
$
$
$
$
$
37,726
91,336
$
$
$
$
$
$
-
-
-
-
-
-
$
$
$
$
$
$
207,285
412,618
-
21,979
108,821
750,703
$
$
$
$
$
207,285
501,848
-
8,900,392
200,000
$
$
$
$
$
-
-
-
$
$
$
37,726
91,336
-
$
$
$
$
$
0
(0)$
$
501,848
-
7,126,734
200,000
8,035,867
410,512
-
5,829,668
-
--
1,297,066
200,000
1,626,128
(1,773,658) $1,619,871
200,000
(322,805)
-$
$
-$
6,409,739 $9,809,525 $(1,773,658) $1,948,934 $(322,806)
$0 R/W pending from CTD
$0 Non-participating MSI expenditures
$0 Misbilled expenditures
Construction Cost with Lowest Apparent Bid
KCS/CM support $827,949
CON capital (draft 100% PSE estimate) w/10%
contingency
$7,992,443
$8,820,392
81.80%18.20%
Proposed Cooperative Agreement 22-1002720 - Amendment 2 Difference from Amendment 1
TOTAL
207,285
MSI
169,559
CITY TOTAL MSI CITY
Project Report and Environmental App $$
$
$
$
$
$
$
$
$
$
$
$
37,726
91,336
$
$
$
$
$
$
-
-
-
$
$
$
$
$
$
0 $(0)
0Plans, Specifications, and Estimates
Right of Way Acquisition
$
$
501,848
-
8,900,392
200,000
9,809,525
410,512 (0) $
$-
7,280,521
-
---
Construction & Construction Managem $1,619,871
200,000
1,948,934
1,773,658
-
1,773,658
1,450,853
-
1,450,852
$
$
$
322,805
-
322,806
SBCTA Project Management
TOTAL
$
$7,860,591
Packet Page. 517
2
3
0
4
DISCUSSION
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager
Department:City Manager's Office
Subject:Accept Three Million Dollars in Grant Funds from the
County of San Bernardino for the City’s Navigation
Center (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2024-200:
1. Authorizing the City Manager, or designee, to accept grant funds in the amount of
$3,000,000 from the County of San Bernardino; and
2. Authorizing the City Manager, or designee, to execute the Revocable Grant
Agreement; and
3. Authorizing the City Manager, or designee, to conduct all additional negotiations,
signings, and submittals of necessary documents to receive the grant funds; and
4. Authorizing the Director of Finance and Management Services to amend the FY
2024/25 budget in both revenues and expenditures, and appropriate $3,000,000 in
grant funds to be used towards the City’s Navigation Center.
Executive Summary
The County of San Bernardino has awarded the City with three (3) million dollars in
grant funds to assist with the development of the City’s Navigation Center. There is no
match requirement associated with the grant and no impact to the General Fund.
Background
The City’s Navigation Center, called the San Bernardino Homeless Outreach,
Prevention, and Education Campus (“HOPE Campus” or “Navigation Center”), serves
as the cornerstone of the City’s long-term strategy towards addressing homelessness.
Packet Page. 518
2
3
0
4
The HOPE Campus will offer interim housing, recuperative care, and comprehensive
onsite services that will connect the City’s unsheltered population to a wide range of
programs, social services, and housing.
To fund the construction and operation of the Navigation Center, the Mayor and City
Council have approved the following allocations:
•On December 7, 2022, the Mayor and City Council allocated $12,450,000 in
ARPA funds for the construction of the Navigation Center and $4,500,000 in
ARPA funds for the operation of the Navigation Center.
•On March 15, 2023, the Mayor and City Council approved an allocation of
$4,299,671 of HOME-ARP funds to assist with the design and construction of
the Navigation Center.
•On June 21, 2023, the Mayor and City Council adopted the FY 2023-24 Annual
Action Plan, which included an allocation of $1,901,365 in CDBG funds for the
Navigation Center.
•On July 19, 2023, the Mayor and City Council adopted Resolution No. 2023-
097, amending the City’s 2020-2023 Permanent Local Housing Allocation
(PLHA) Program funding to provide $4,355,241 towards the operating and/or
capital costs of the City’s Navigation Center.
•On October 4, 2023, the Mayor and City Council adopted Resolution No. 2023-
144 for the Strategic Initiatives, approving an annual allocation of $2,000,000
for Homelessness Services Sustainability beginning FY 2026/27.
•On November 1, 2023, the Mayor and City Council accepted $808,358.87 in
Homeless Housing, Assistance, and Prevention (HHAP) Round 3 grant funds
from the County of San Bernardino for the Navigation Center.
Discussion
The County of San Bernardino (County) has awarded the City with three (3) million
dollars in grant funds to assist with the development of the City’s Navigation Center.
Both the City and County are partners in addressing homelessness, and officials from
both agencies have been working together to coordinate their efforts in providing
programs and assistance to the City’s homeless population, which includes funding
assistance to help develop the HOPE Campus.
To receive the grant funds, the City is required to record a deed of trust and regulatory
agreement against the property for a period of ten (10) years. This is to ensure that
the affordability and occupancy covenants of the grant agreement are followed for the
full duration of the ten-year grant term. What this means is that the City must continue
to operate the Navigation Center as an interim housing shelter for ten (10) years and
cannot repurpose the facility for another use during this time. The State and Federal
Packet Page. 519
2
3
0
4
funding sources that the City is utilizing for the Navigation Center have similar
requirements. Due to the complexity in addressing homelessness, the City anticipates
that the need to operate the Navigation Center will extend well beyond the ten-year
term.
The grant also requires for the City to participate in using the County’s Homeless
Management Information System (HMIS) and work in collaboration with the
Coordinated Entry System (CES) and County Continuum of Care. These systems are
already utilized by the City and its Homeless Outreach Team, and this requirement will
not prevent the City from prioritizing available beds at the Navigation Center for the
City’s unsheltered residents. As the owner and operator of the Navigation Center, the
City will establish the eligible participant selection plan, where referrals made by the
City to its own Navigation Center will receive first priority. Based on the 2024 Point In
Time County (PITC), the City has 1,417 homeless individuals, of which 977 are
unsheltered. This accounts for 32% of the County’s unsheltered population and it is
anticipated that all 200 beds within the Navigation Center will be utilized by the City’s
unsheltered residents.
It is also important to note that the requirements of the grant agreement do not interfere
with the City’s ability to maintain control over the operations of the Navigation Center.
The City retains full control over selecting and managing the Navigation Center’s lead
operator, only providing the County its services plan and accompanying budget for
informational purposes; the County holds no veto power or approval authority over
these matters. In accordance with the grant agreement, the City will make available to
the County all financial, budget, and audit information related to the Navigation Center,
which is a provision that is also found in the State and Federal funding sources that the
City is utilizing.
Navigation Center Update
The City has restructured its approach towards developing the Navigation Center and
has released a new series of Request for Qualifications (RFQ) and Request for
Proposals (RFP). Previously, the City attempted to utilize a design-build approach,
where one contract would be awarded to a single design-build team who would handle
all aspects of the project. Under the new approach, the RFQs and RFPs will be broken
up to improve price transparency with the bids and produce more competitive results.
The new RFQs and RFPs include the following:
•An RFQ for Development Services with Modular Experience
•An RFQ for a General Contractor with Modular Experience
•An RFP for a Modular Building Services Provider
A more substantive update and timeline regarding the Navigation Center and the City’s
short term vs long term homelessness strategies will be provided during the Council
Meeting.
Packet Page. 520
2
3
0
4
2021-2025 Strategic Targets and Goals
Accepting grant funds from the County of San Bernardino for the City’s Navigation
Center aligns with Key Target No. 3: Improved Quality of Life.
Fiscal Impact
There is no fiscal impact to the General Fund. The FY 2024/25 Operating Budget will
be amended by $3,000,000 in both revenues and expenditures.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2024-200:
1. Authorizing the City Manager or designee to accept grant funds in the amount of
$3,000,000 from the County of San Bernardino; and
2. Authorizing the City Manager, or designee, to execute the Revocable Grant
Agreement; and
3. Authorizing the City Manager, or designee, to conduct all additional negotiations,
signings, and submittals of necessary documents to receive the grant funds; and
4. Authorizing the Director of Finance and Management Services to amend the FY
2024/25 budget in both revenues and expenditures, and appropriate $3,000,000 in
grant funds to be used towards the City’s Navigation Center.
Attachments
Attachment 1 – Resolution 2024-200
Attachment 2 – Revocable Grant Agreement
Attachment 3 - EXHIBIT D – Regulatory Agreement
Attachment 4 - EXHIBIT E – Revocable Grant Deed of Trust
Ward:
All Wards
Synopsis of Previous Council Actions:
December 7, 2022 Mayor and City Council allocated $12,450,000 in ARPA
funds for the construction of the Navigation Center and
$4,500,000 in ARPA funds for the operation of the
Navigation Center.
February 1, 2023 Mayor and City Council adopted Resolution No. 2023-028
declaring a homelessness state of emergency
March 15, 2023 Mayor and City Council approved an allocation of
$4,299,672 of HOME-ARP funds to assist with the design
and construction of the Navigation Center.
Packet Page. 521
2
3
0
4
May 17, 2023 Mayor and City Council adopted Resolution No. 2023-076
adopting the Homelessness State of Emergency
Implementation Strategy.
June 21, 2023 Mayor and City Council adopted the FY 2023-24 Annual
Action Plan, which included an allocation of $1,901,365 in
CDBG funds for the Navigation Center.
July 19, 2023 Mayor and City Council adopted Resolution No. 2023-097,
amending the City’s 2020-2023 Permanent Local Housing
Allocation (PLHA) Program funding to provide $4,355,241
towards the operating and/or capital costs of the City’s
Navigation Center.
October 4, 2023 Mayor and City Council adopted Resolution No. 2023-144
for the Strategic Initiatives, approving an annual allocation of
$2,000,000 for Homelessness Services Sustainability
beginning FY 2026/27.
November 1, 2023 Mayor and City Council accepted $808,358.87 in Homeless
Housing, Assistance, and Prevention (HHAP) Round 3 grant
funds from the County of San Bernardino for the Navigation
Center.
Packet Page. 522
Resolution No. 2024-200
Resolution No. 2024-200
September 4, 2024
Page 1 of 3
5
4
4
6
RESOLUTION NO. 2024-100
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
AUTHORIZING THE CITY MANAGER, OR DESIGNEE,
TO ACCEPT GRANT FUNDS IN THE AMOUNT OF
$3,000,000 FROM THE COUNTY OF SAN BERNARDINO;
AUTHORIZING THE CITY MANAGER, OR DESIGNEE,
TO EXECUTE THE REVOCABLE GRANT AGREEMENT;
AUTHORIZING THE CITY MANAGER, OR DESIGNEE,
TO CONDUCT ALL ADDITIONAL NEGOTIATIONS,
SIGNINGS, AND SUBMITTALS OF NECESSARY
DOCUMENTS TO RECEIVE THE GRANT FUNDS; AND
AUTHORIZING THE DIRECTOR OF FINANCE AND
MANAGEMENT SERVICES TO AMEND THE FY 2024/25
BUDGET IN BOTH REVENUES AND EXPENDITURES,
AND APPROPRIATE $3,000,000 IN GRANT FUNDS TO BE
USED TOWARDS THE CITY’S NAVIGATION CENTER.
WHEREAS, the City intends to develop a 200-bed, low-barrier, non-congregate
navigation center for individuals and families who are experiencing or at risk of experiencing
homelessness; and
WHEREAS, the City wishes to accept from the County a grant of up to three million
dollars ($3,000,000) to help fund the development of the navigation center.
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. Mayor and City Council hereby authorize the City Manager, or designee,
to accept grant funds in the amount of $3,000,000 from the County of San Bernardino; and
SECTION 3. Mayor and City Council hereby authorize the City Manager, or designee,
to execute the Revocable Grant Agreement; and
SECTION 4. Mayor and City Council of City of San Bernardino hereby authorize the
City Manager, or designee, to conduct all additional negotiations, signings, and submittals of
necessary documents to receive the grant funds; and
SECTION 5 Mayor and City Council of City of San Bernardino hereby authorize the
Director of Finance and Management Services to amend the FY 2024/25 budget in both revenues
and expenditures, and appropriate $3,000,000 in grant funds to be used towards the City’s
Navigation Center.
Packet Page. 523
Resolution No. 2024-200
Resolution No. 2024-200
September 4, 2024
Page 2 of 3
5
4
4
6
SECTION 6. The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on
the environment. Where it can be seen with certainty, as in this case, that there is no possibility
that the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 7. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 8. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 4th day of September 2024.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page. 524
Resolution No. 2024-200
Resolution No. 2024-200
September 4, 2024
Page 3 of 3
5
4
4
6
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. 2024-200, adopted at a regular meeting held on the 4th day of September 2024
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 4th day of September
2024.
Genoveva Rocha, CMC, City Clerk
Packet Page. 525
1610\01\3695729.3
REVOCABLE GRANT AGREEMENT
Between
San Bernardino County
and
City of San Bernardino
dated as of September __, 2024
Packet Page. 526
1610\01\3695729.3 2
ARTICLE 1. DEFINITIONS AND EXHIBITS.............................................................................5
Section 1.1 Definitions. ..................................................................................................5
Section 1.2 Exhibits........................................................................................................7
ARTICLE 2. GRANT PROVISIONS.............................................................................................7
Section 2.1 Grant............................................................................................................7
Section 2.2 Security........................................................................................................7
Section 2.3 Forgiveness of County Grant.......................................................................7
Section 2.4 Revocation of Grant Upon Default..............................................................7
Section 2.5 Interest on Default. ......................................................................................8
Section 2.6 Use of Grant Funds......................................................................................8
Section 2.7 Conditions Precedent to Disbursement........................................................8
Section 2.8 Non-Recourse............................................................................................10
Section 2.9 Subordination.............................................................................................10
ARTICLE 3. CONSTRUCTION OF IMPROVEMENTS............................................................11
Section 3.1 Schedule of Performance...........................................................................11
Section 3.2 Permits and Approvals...............................................................................11
Section 3.3 Construction Bonds. ..................................................................................11
Section 3.4 Commencement of Construction...............................................................11
Section 3.5 Completion of Construction. .....................................................................11
Section 3.6 Construction Pursuant to Plans and Laws; Prevailing Wages;
Accessibility. .............................................................................................12
Section 3.7 Equal Opportunity. ....................................................................................14
Section 3.8 Minority and Women-Owned Contractors................................................14
Section 3.9 Progress Reports........................................................................................14
Section 3.10 Construction Responsibilities....................................................................15
Section 3.11 Certificates of Completion.........................................................................15
Section 3.12 Mechanics Liens, Stop Notices, and Notices of Completion. ...................15
Section 3.13 Inspections.................................................................................................16
Section 3.14 Approved Financing Plan..........................................................................17
Section 3.15 No Developer Fee......................................................................................17
Section 3.16 Relocation..................................................................................................17
ARTICLE 4. GRANT REQUIREMENTS....................................................................................17
Section 4.1 Compliance with Agreement.....................................................................17
Section 4.2 Financial Accountings and Audits.............................................................18
Section 4.3 Information................................................................................................18
Section 4.4 Records......................................................................................................18
Section 4.6 Fees and Taxes...........................................................................................19
Section 4.7 Notice of Litigation....................................................................................19
Section 4.8 Nondiscrimination. ....................................................................................19
Section 4.9 Transfer......................................................................................................19
Packet Page. 527
1610\01\3695729.3 3
Section 4.10 Insurance Requirements.............................................................................20
Section 4.11 Hazardous Materials..................................................................................24
Section 4.12 Maintenance and Damage..........................................................................26
ARTICLE 5. REPRESENTATIONS AND WARRANTIES OF GRANTEE.............................26
Section 5.1 Representations and Warranties. ...............................................................26
ARTICLE 6. DEFAULT AND REMEDIES.................................................................................27
Section 6.1 Events of Default. Each of the following shall constitute a
"Default" by Grantee under this Agreement:.............................................27
Section 6.2 Remedies....................................................................................................28
Section 6.3 Right of Contest.........................................................................................29
Section 6.4 Remedies Cumulative................................................................................29
ARTICLE 7. GENERAL PROVISIONS......................................................................................29
Section 7.1 Relationship of Parties...............................................................................29
Section 7.2 No Claims..................................................................................................30
Section 7.3 Amendments..............................................................................................30
Section 7.4 Indemnification..........................................................................................30
Section 7.5 Non-Liability of County Officials, Employees and Agents. .....................30
Section 7.6 No Third Party Beneficiaries.....................................................................30
Section 7.7 Discretion Retained By County.................................................................30
Section 7.8 Conflict of Interest.....................................................................................31
Section 7.9 Notices, Demands and Communications...................................................31
Section 7.10 Applicable Law and Venue. ......................................................................32
Section 7.11 Parties Bound.............................................................................................32
Section 7.12 Attorneys' Fees...........................................................................................32
Section 7.13 Severability................................................................................................32
Section 7.14 Force Majeure............................................................................................32
Section 7.15 County Approval. ......................................................................................33
Section 7.16 Waivers......................................................................................................33
Section 7.17 Title of Parts and Sections.........................................................................33
Section 7.18 Entire Understanding of the Parties...........................................................33
Section 7.19 Multiple Originals; Counterparts...............................................................33
Exhibit A: Legal Description
Exhibit B: Financing Budget
Exhibit C: Scope of Work
Exhibit D: Revocable Grant Deed of Trust
Exhibit E: Regulatory Agreement
Exhibit F: Schedule of Performance
Packet Page. 528
1610\01\3695729.3 4
REVOCABLE GRANT AGREEMENT
(San Bernardino HOPE Campus Navigation Center)
This Revocable Grant Agreement (the "Agreement") is entered into as of ______ __, 2024 (the
"Effective Date"), by and between San Bernardino County, a political subdivision of the State of
California (the "County"), and City of San Bernardino, a California charter city (the "Grantee"),
with reference to the following facts:
RECITALS
This Agreement is entered into on the basis of the following facts, understandings and intentions
of the County and Grantee.
A. These Recitals refer to and utilize certain capitalized terms which are defined in
Article 1 of this Agreement. The Parties intend to refer to those definitions in connection with
the use of capitalized terms in these Recitals.
B. The Grantee owns or is acquiring specified real property located at 796 E. 6th
Street, City of San Bernardino, San Bernardino County, State of California, as more fully
described in the attached Exhibit A, incorporated herein by this reference (the "Property").
C. The Grantee intends to develop the Property to interim or temporary housing and
intends to a 200-bed housing-first, low-barrier, non-congregate navigation center for individuals
and families who are experiencing homelessness or who are at risk of homelessness (the
"Housing Improvements"). The Housing Improvements and the Property are referred to as the
"Project."
D. Grantee wishes to accept from the County and the County wishes to extend to
Grantee a grant of up to Three Million Dollars ($3,000,000) (the "County Grant") to fund the
development of the Property. The County Grant will be evidenced by this Agreement and will
be subject to the terms and conditions set forth in this Agreement. No portion of the County
Grant may be used for costs not associated with the Housing Improvements.
E. Pursuant to the California Environmental Quality Act and its implementing
guidelines, the City of San Bernardino [Note- Need City input re: CEQA conducted for project to
date.].
NOW, THEREFORE, the Parties agree as follows:
ARTICLE 1. DEFINITIONS AND EXHIBITS
Section 1.1 Definitions.
The following capitalized terms have the meanings set forth in this Section 1.1 wherever
used in this Agreement, unless otherwise provided:
(a) "Agreement" means this Revocable Grant Agreement.
Packet Page. 529
1610\01\3695729.3 5
(b) "At Risk of Homelessness Household" means a household that is at risk of
homelessness, as defined in Section 578.3 of Title 24 of the Code of Federal Regulation.
(c) "City" means the City of San Bernardino, a California charter city.
(d) "Completion of Construction" means the date the construction of the
Housing Improvements are completed as evidenced by the issuance of a certificate of occupancy
or equivalent document issued by the City, to certify completion of the construction work.
(e) "County" means San Bernardino County, a political subdivision of the
State of California.
(f) "County Board of Supervisors" means the Board of Supervisors of the
County.
(g) "County Executive Officer" means the County's Chief Executive Officer.
(h) "County Grant" means the grant, made from the County to the Grantee
pursuant to the terms of this Agreement, in an amount not to exceed Three Million Dollars
($3,000,000).
(i) "Default" shall have the meaning set forth in Section 6.1 below.
(j) "Eligible Participants" means either At Risk of Homelessness Households
or Homeless Households referred by the County's Office of Homeless Services (OHS) through
the Coordinated Entry System (CES) to Grantee. All those participating with CES will need to
apply to participate in the Homeless Management Information System (HMIS).
(k) "Financing Budget" means the financing plan approved by the County as
of the date of this Agreement, attached to this Agreement as Exhibit B, incorporated herein by
this reference, which includes an operating proforma for the first fifteen (15) years of operation
of the project including funding for the provision of supportive services.
(l) "Grantee" has the meaning set forth in the opening paragraph of this
Agreement.
(m) "Homeless Household" means housing for individuals and families who
are experiencing homelessness, as defined in Section 578.3 of Title 24 of the Code of Federal
Regulation.
(n) "Housing First" has the meaning set forth in Section 8255 of the Welfare
and Institutions Code.
(o) "HUD" means the United States Department of Housing and Urban
Development.
Packet Page. 530
1610\01\3695729.3 6
(p) "Low-Barrier" means best practices to reduce barriers to entry including,
but not limited to: (1) the presence of partners if it is not a population-specific site, such as for
survivors of domestic violence or sexual assault, women, or youth; (2) allows pets; (3) provides
space for the storage of possessions; or (4) provides privacy, such as partitions around beds in a
dormitory setting or in larger rooms containing more than two beds, or private rooms.
(q) "Low Barrier Navigation Center" means a facility a Housing First, low-
barrier, service-enriched shelter focused on moving people into permanent housing that provides
temporary living facilities while case managers connect individuals experiencing homelessness
to income, public benefits, health services, shelter, where the participant is not required to pay
toward the cost of housing and which does not require occupants to sign leases or occupancy
agreements.
(r) "Parties" means the County and Grantee.
(s) "Regulatory Agreement" means the Regulatory Agreement and
Declaration of Restrictive Covenants that will be recorded against the Grantee's fee interest in the
Property and will restrict the occupancy of the Housing Improvements to Eligible Participants.
The form of Regulatory Agreement is attached hereto as Exhibit E, incorporated herein by this
reference.
(t) "Revocable Grant Deed of Trust" means that certain Deed of Trust with
Security Agreement, and Fixture Filing, of even date herewith, among Grantee, as Trustor, First
American Title Insurance Company, as trustee, and the County, as beneficiary, that will
encumber the Property to secure performance of the covenants of the Revocable Grant
Documents. The form of the Deed of Trust is attached hereto as Exhibit D, incorporated herein
by this reference.
(u) "Revocable Grant Documents" means this Agreement, the Regulatory
Agreement, the Revocable Grant Deed of Trust, and any other document or agreement
evidencing the County Grant.
(v) "Schedule of Performance" means the schedule for obligations to be
performed by the Grantee associated with the development of the Housing Improvements
attached hereto as Exhibit F, incorporated herein by this reference.
(w) "Scope of Work" means the work to be performed by the Grantee
associated with the development of the Housing Improvements attached hereto as Exhibit C,
incorporated herein by this reference.
(x) "Term" means the ten (10) year term of this Agreement which commences
on the Completion of Construction of the Housing Improvements, which is expected to terminate
October 1, 20__.
Packet Page. 531
1610\01\3695729.3 7
Section 1.2 Exhibits.
The following exhibits are attached to this Agreement and incorporated into this
Agreement by this reference:
Exhibit A: Legal Description
Exhibit B: Financing Budget
Exhibit C: Scope of Work
Exhibit D: Revocable Grant Deed of Trust
Exhibit E: Regulatory Agreement
Exhibit F: Schedule of Performance
ARTICLE 2. GRANT PROVISIONS
Section 2.1 Grant.
Upon satisfaction of the conditions set forth in Section 2.7 of this Agreement, the County
shall grant to the Grantee the County Grant in the principal amount not to exceed Three Million
Dollars ($3,000,000) for the purposes set forth in Section 2.6 of this Agreement.
Section 2.2 Security.
Grantee shall secure its obligation to repay the County Grant in the event of Default by
executing the Revocable Grant Deed of Trust, and recording it as a lien against the Property, in a
lien position approved by the County.
Section 2.3 Forgiveness of County Grant.
(a) Provided that no Default exists, without further action of the parties, the
County Grant shall be forgiven in 1/10th increments each year that the Grantee provides the
Housing Improvements consistent with the terms of the Regulatory Agreement.
(b) Upon the written request of Grantee, in connection with the forgiveness of
the County Grant set forth above, or at such other times as may be requested by Grantee, the
County shall deliver a written notice to Grantee evidencing the outstanding balance of the
County Grant and confirming amounts previously forgiven by the County. Notwithstanding
anything to the contrary, the forgiveness of the County Grant pursuant to the terms of this
Section shall have no effect on the Regulatory Agreement which shall remain in full force and
effect for the term specified therein.
Section 2.4 Revocation of Grant Upon Default.
Notwithstanding any provision herein to the contrary, and in addition to any other rights
and remedies available to the County set forth in Article 5, upon a Default by Grantee, the
County may revoke the outstanding balance of the County Grant and declare the outstanding
balance of the County Grant plus interest thereon to be immediately due and payable, subject to
the non-recourse provisions set forth in Section 2.8.
Packet Page. 532
1610\01\3695729.3 8
Section 2.5 Interest on Default.
In the event of a Default, interest on the County Grant shall begin to accrue, as of the date
of Default and continuing until such time as the outstanding balance of the County Grant funds
are repaid in full (other than any portion of the County Grant that has been previously forgiven
by the County as set forth in Section 2.3 above) or the Default is cured, at the default rate of the
lesser of ten percent (10%), compounded annually, or the highest rate permitted by law.
Section 2.6 Use of Grant Funds.
(a) Grantee shall use the Grant Funds to fund the development of the Housing
Improvements on the Property and to pay for the Scope of Work identified in the attached
Exhibit C consistent with the Financing Budget for the Housing Improvements.
(b) The Grantee shall not use the Grant Funds for any other purpose without
the prior written consent of the County.
(c) None of the County Grant funds may be used for costs associated with
activities in violation of any law or for any activities not consistent with this Agreement. The
Grantee's failure to comply with the requirements of this Section 2.6 shall constitute a Default
under Section 6.1.
(d) The Grantee shall not use the County Grant funds to supplant funds
provided by the County to the Grantee under any other memorandum of understanding or
agreement. The Grantee shall include a term in every subaward and contract that prohibits the
subrecipient or contractor from using the County Grant funds to supplant funding provided by
the County directly or indirectly to the subrecipient or contractor.
Section 2.7 Conditions Precedent to Disbursement.
(a) The disbursement made pursuant to this section may not exceed the
amount of the County Grant and shall only be requested at such time they are needed by the
Grantee to pay eligible costs. The disbursements may be readjusted by the County Executive
Officer on behalf of the County without the need for formal amendment of this Agreement. The
County will disburse the various components of the County Grant subject to the conditions
precedent set forth below. The County shall not be obligated to make any disbursements of the
County Grant funds or take any other action under the Agreement unless the following
conditions precedent are satisfied prior to each such disbursement of the County Grant:
(b) The maximum amount of County Grant funds to be disbursed pursuant to
this Section shall not exceed Three Million Dollars ($3,000,000). The County is not obligated to
make a disbursement of the Grant Funds or to take any other action under the Revocable Grant
Documents unless the following conditions precedent are satisfied prior to each such
disbursement of the County Grant:
(1) There exists no Default nor any act, failure, omission or condition
that would constitute an event of Default under this Agreement;
Packet Page. 533
1610\01\3695729.3 9
(2) The Grantee shall provide the County with a certified copy of an
authorizing resolution authorizing execution this Agreement and the transactions contemplated
by this Agreement, and any agreements required pursuant to this Agreement;
(3) Grantee has executed and delivered to County all Revocable Grant
Documents, and any other documents, instruments, and policies required under this Agreement;
(4) Copies of all required funding commitments for acquisition,
construction and operation of the Project for the Term;
(5) Grantee has furnished the County with evidence of the insurance
coverage meeting the requirements under this Agreement;
(6) Subject to Section 2.9 below, the Regulatory Agreement and Deed
of Trust have been recorded against the Grantee's fee interest in the Property in the Office of the
Recorder of the County of San Bernardino in a lien position approved by the County, in
accordance with the terms of this Agreement, and recorded copies have been arranged to be
delivered to the County;
(7) A title insurer reasonably acceptable to the County is
unconditionally and irrevocably committed to issuing an LP-10 2006 ALTA Lender's Policy of
title insurance insuring the priority of the Deed of Trust in the amount of the County Grant,
subject only to such exceptions and exclusions as may be reasonably acceptable to the County,
and containing such endorsements as the County may reasonably require. The County shall bear
the costs of obtaining such title policy and any endorsements it reasonably requires;
(8) The County has determined the County Grant, together with other
funds or firm commitments for funds that the Grantee has obtained, or reasonably expect to
obtain, in connection with the acquisition and conversion of the Project, are not less than the
amount the County determines is necessary to pay for the acquisition and development of the
Project and to satisfy all of the covenants contained in this Agreement and the Regulatory
Agreement; and
(9) The County has received a written draw request from the Grantee
for any County Grant funds requested for disbursement, including certification that the condition
set forth in this section continue to be satisfied, and setting forth the proposed uses of funds
consistent with the approved Financing Budget for the Housing Improvements, the amount of
funds needed, and, where applicable, a copy of the bill or invoice covering a cost incurred or to
be incurred.
(c) The Grantee agrees and acknowledges that the County is making the
County Grant to fund the development of the Housing Improvements, the Grantee agrees and
acknowledges that Grantee must sustain operations in conformance with the Regulatory
Agreement for the entire Term. The Grantee further agrees and acknowledges that the Grantee
shall not be allowed to refinance any loan or mortgage encumbering the Housing Improvements
which results in the Grantee receiving any cash out.
Section 2.8 Non-Recourse.
Packet Page. 534
1610\01\3695729.3 10
Neither Grantee, nor Grantee's governing board members, supervisors, directors, officers,
employees, agents, or successors and assigns shall have any direct or indirect personal liability
for payment of the principal of, and interest on, the County Grant.
Section 2.9 Subordination.The County agrees to subordinate the Deed of Trust to an
encumbrance securing and/or evidencing Approved Financing (each such
Approved Financing, a "Senior Loan"), will be subject to the satisfaction of each
of the following conditions:
(1) The proposed lender of a Senior Loan (each a "Senior Lender")
must be a state or federally chartered financial institution, an entity qualified to make loans in the
State of California, a nonprofit corporation or a public entity that is not affiliated with Grantee,
other than as a depositor or a lender;
(2) Grantee demonstrates to the County's reasonable satisfaction that
subordination of the Deed of Trust is necessary to secure adequate acquisition, construction or
permanent financing to ensure the viability of the Project or the repayment of a Senior Loan at
maturity, including the operation of the Project as required under this Agreement, as required by
the Grant Documents and the Standard Agreement. To satisfy this requirement, Grantee must
provide to the County, in addition to any other information reasonably required by the County,
evidence demonstrating that the proposed amount of the refinanced Senior Loan is necessary to
provide adequate acquisition, construction and/or permanent financing (or County approved
refinancing thereof so long as the term of the refinancing loan does not exceed the then
outstanding principal balance of the existing Senior Lien) to ensure the viability of the Project,
and adequate financing for the Project would not be available without the proposed
subordination;
(3) The subordination agreement(s) is structured to minimize the risk
that the Deed of Trust will be extinguished as a result of a foreclosure by the Senior Lender or
other holder of the Senior Loan. To satisfy this requirement, the subordination agreement must
provide the County with adequate rights to cure any defaults by Grantee, including: (i) providing
the County or its successor with copies of any notices of default at the same time and in the same
manner as provided to Grantee; and (ii) providing the County with a cure period of at least sixty
(60) days to cure any default;
(4) The subordination(s) of the Grant is effective only during the
original term of the Senior Loan and any extension of its term or refinancing approved in writing
by the County;
(b) No subordination may limit the effect of the Deed of Trust before a
foreclosure, nor require the consent of the Senior Lender prior to the County exercising any
remedies available to the County under the Grant Documents; and
(c) Upon a determination by the County Executive Officer that the conditions
in this Section have been satisfied, the County Executive Officer or the County Executive
Officer's designee, will be authorized to execute the approved subordination agreement without
the necessity of any further action or approval by the Board of Supervisors. Execution of any
Packet Page. 535
1610\01\3695729.3 11
subordination agreement will evidence and constitute the determination of the County that all
requirements of this Section have been satisfied or waived.
(d) The County will not subordinate the Regulatory Agreement, which
Grantee acknowledges must be recorded in a lien position approved by the County, to any
encumbrance securing any financing. The County acknowledges that it may be requested to
subordinate the Regulatory Agreement, as required by the California Department of Housing and
Community Development ("HCD") as a condition of funding under the Homekey Program,
established by California Health and Safety Code Section 50675.1.1 (the "Homekey Program")
or any other HCD program funding encumbrance to the extent required under the Multifamily
Housing Program Final Guidelines published on June 19, 2019 and to any other HUD program
funding encumbrance, and the consent to the recordation of such document against Grantee's
interest in the Property will not be unreasonably conditioned, delayed or withheld and will not
require any further action by the County Board of Supervisors.
ARTICLE 3. CONSTRUCTION OF IMPROVEMENTS
Section 3.1 Schedule of Performance.
Grantee shall perform the tasks described in the Schedule of Performance no later than
the dates set forth in the Schedule of Performance. The Schedule of Performance may be
modified in writing by Grantee and the County Executive Officer on behalf of the County
without the need for formal amendment of this Agreement or further approval by the Board of
Supervisors, approval of any amendment shall not be unreasonably conditioned, delayed, or
withheld.
Section 3.2 Permits and Approvals.
Grantee shall make best efforts to obtain all permits and approvals necessary for
completion of the construction of the Housing Improvements no later than the date set forth in
the Schedule of Performance.
Section 3.3 Construction Bonds.
By the date set forth in the Schedule of Performance, the Grantee shall deliver to the
County copies of labor and material bonds and performance bonds for the completion of the
Scope of Work in an amount equal to one hundred percent (100%) of the scheduled development
cost of the Housing Improvements. The bonds required under this Section shall be issued by a
surety licensed to do business in California and reasonably acceptable to the County. Such
bonds must name the County as a co-obligee.
Section 3.4 Commencement of Construction.
Grantee shall cause the commence the activities required under the Scope of Work no
later than the date set forth in the Schedule of Performance.
Packet Page. 536
1610\01\3695729.3 12
Section 3.5 Completion of Construction.
Grantee shall diligently prosecute to completion the construction of the Housing
Improvements no later than the date set forth in the Schedule of Performance, unless the County
and the Grantee agree to extend such date in writing.
Section 3.6 Construction Pursuant to Plans and Laws; Prevailing Wages;
Accessibility.
(a) Changes. Grantee shall complete the work on the Housing Improvements
in accordance with Scope of Work and the terms and conditions of the land use permits and
approvals and building permits, including any variances granted. Grantee shall request consent
from the County prior to making any material changes in the work required to be performed
under this Agreement, including any material additions, changes, or deletions to the Scope of
Work. Consent to any additions, changes, or deletions to the work do not relieve or release
Grantee from any other obligations under this Agreement, or relieve or release Grantee or its
surety from any surety bond. Approvals by the County for any changes shall not be
unreasonably conditioned, delayed, or withheld.
(b) Compliance with Laws. The Grantee shall cause all work performed in
connection with the Scope of Work to be performed in compliance with all applicable laws,
ordinances, rules and regulations of federal, state, county or municipal governments or agencies
now in force or that may be enacted hereafter including without limitation and to the extent
applicable, all directions, rules and regulations of any fire marshal, health officer, building
inspector, or other officer of every governmental agency now having or hereafter acquiring
jurisdiction. The work will proceed only after procurement of each permit, license, or other
authorization that may be required by any governmental agency having jurisdiction, and Grantee
shall be responsible to the agency for the procurement and maintenance thereof, as may be
required of Grantee and all entities engaged in work on the Housing Improvements.
(c) Prevailing Wages. Grantee shall cause all work performed in connection
with the Scope of Work or any improvements on the Property and shall also cause its respective
contractors and subcontractors to pay prevailing wages in performing the construction of the
Housing Improvements or any improvements on the Property as may be required under Labor
Code Sections 1720 et seq. (the "Prevailing Wage Requirements"), and the implementing
regulations of the Department of Industrial Relations (the "DIR"), to employ apprentices as
required by Labor Code Sections 1777.5 et seq., and the implementing regulations of the DIR
and comply with the other applicable provisions of Labor Code Sections 1720 et seq., 1777.5 et
seq., 1810-1815, and implementing regulations of the DIR. To the extent Prevailing Wage
Requirements are applicable, Grantee shall and shall cause its respective contractors and
subcontractors to keep and retain such records as are necessary to determine if such prevailing
wages have been paid as required pursuant to Labor Code Sections 1720 et seq., and that
apprentices have been employed as required by Labor Code Section 1777.5 et seq., and shall,
from time to time upon the request of the County provide to the County such records and other
documentation reasonably requested by the County. Copies of the currently applicable per diem
prevailing wages are available from the County. To the extent Prevailing Wage Requirements
are applicable, Grantee shall post the applicable prevailing rates of per diem wages at the
Packet Page. 537
1610\01\3695729.3 13
Property. To the extent Prevailing Wage Requirements are applicable, Grantee shall cause its
respective contractors and subcontractors to be registered as set forth in Labor Code Section
1725.5. In addition, and only to the extent Prevailing Wage Requirements are applicable,
Grantee shall cause its respective contractors and subcontractors to do all the following:
(1) All calls for bids, bidding materials and the construction contract
documents for the Housing Improvements must specify that: (i) No contractor or subcontractor
may be listed on a bid proposal nor be awarded a contract for the Housing Improvements unless
registered with the DIR pursuant to Labor Code Section 1725.5; and (ii) The Housing
Improvements is subject to compliance monitoring and enforcement by the DIR;
(2) To the extent required by law: (i) Grantee is required to provide the
County all information required by Labor Code Section 1773.3 as set forth in the DIR's online
form PWC-100 within two (2) days of the award of the contract
(https://www.dir.ca.gov/pwc100ext/); (ii) Grantee shall cause its respective contractors to post
job site notices, as prescribed by applicable DIR regulations; and (iii) Grantee shall cause its
respective contractors to furnish payroll records required by Labor Code Section 1776 directly to
the Labor Commissioner, at least monthly in the electronic format prescribed by the Labor
Commissioner.
(3) A weekly certified payroll submitted through LCP Tracker is
required during the term of construction of the Housing Improvements. Payment of
disbursement components may be delayed when certified payrolls are not properly submitted.
(4) For purposes of this Section, the "initial construction" of the
Housing Improvements shall mean the work required under the Scope of Work and obtain the
Certificate of Completion for the Housing Improvements.
(d) Grantee shall indemnify, hold harmless and defend (with counsel
reasonably acceptable to the County) the County and its board members, officers and employees
against any claim for damages, compensation, fines, penalties or other amounts arising out of the
failure or alleged failure of any person or entity (including Grantee, its contractors and
subcontractors) to pay prevailing wages as determined pursuant to Labor Code Sections 1720 et
seq., to employ apprentices pursuant to Labor Code Sections 1777.5 et seq., and implementing
regulations of the DIR or to comply with the other applicable provisions of Labor Code Sections
1720 et seq., 1777.5 et seq., and the implementing regulations of the DIR in connection with the
performance of the construction activities for the Housing Improvement or any other work
undertaken or in connection with the Property. The requirements in this subsection survive the
repayment of the County Grant, and the reconveyance of the Deed of Trust.
(e) Accessibility Requirements. The Grantee shall ensure that the Housing
Improvements comply with all applicable federal and state disabled persons accessibility
requirements including but not limited to the Federal Fair Housing Act, Section 504 of the
Rehabilitation Act of 1973, Title II and/or Title III of the Americans with Disabilities Act of
1990, Title 24 of the California Code of Regulations and the Uniform Federal Accessibility
Standards ("UFAS"), as applicable. Grantee shall submit a certification from the architect or a
County approved Certified Access Specialist certifying that the Project has been rehabilitated in
Packet Page. 538
1610\01\3695729.3 14
compliance with the accessibility requirements set in compliance with Section 504 of the
Rehabilitation Act of 1973 (29 U.S.C. 794, et seq.) and the Uniform Federal Accessibility
Standards (UFAS), as applicable; or has provided the County with other evidence that the
Project, as built, complies with the accessibility requirements.
Section 3.7 Equal Opportunity.
(a) During performance of the Scope of Work for the Housing Improvements
there shall be no discrimination on the basis of race, color, creed, religion, sex, sexual
orientation, gender identity, marital status, national origin or ancestry, or source of income, in the
hiring, firing, promoting or demoting of any person engaged in the construction work.
(b) In providing services supported in whole or in part with federal financial
assistance, and in their outreach activities related to such services, program participants shall not
discriminate against current or prospective program beneficiaries on the basis of religion, a
religious belief, a refusal to hold a religious belief, or a refusal to attend or participate in a
religious practice. A faith-based organization that is a recipient or subrecipient of County Grant
funds is eligible to use such funds as provided under the regulations of this part without
impairing its independence, autonomy, expression of religious beliefs, or religious character.
Such organization will retain its independence from federal, state, and local government, and
may continue to carry out its mission, including the definition, development, practice, and
expression of its religious beliefs, provided that it does not use direct program funds to support
or engage in any explicitly religious activities, including activities that involve overt religious
content, such as worship, religious instruction, or proselytization, or any manner prohibited by
law. Among other things, faith-based organizations may use space in their facilities to provide
program-funded services, without removing or altering religious art, icons, scriptures, or other
religious symbols. In addition, a County Grant-funded religious organization retains its authority
over its internal governance, and it may retain religious terms in its organization's name, select
its board members on a religious basis, and include religious references in its organization's
mission statements and other governing documents.
Section 3.8 Minority and Women-Owned Contractors.
Grantee shall use its best efforts to afford minority-owned and women-owned business
enterprises ("MBE/WBE") the maximum practicable opportunity to participate in all work
performed in connection with the Scope of Work to be performed. Grantee shall, at a minimum,
notify applicable minority-owned and women-owned business firms located in San Bernardino
County of bid opportunities for the construction work for the Housing Improvements. A listing
of minority owned and women owned businesses located in the County and neighboring counties
is available from the County. Documentation of such notifications must be maintained by
Grantee and available to the County as requested.
Section 3.9 Progress Reports.
(a) From the date of commencement of construction and until such time as
Grantee has received a Certificate of Completion for the Housing Improvements, upon County's
Packet Page. 539
1610\01\3695729.3 15
request, Grantee shall provide the County with quarterly progress reports regarding the status of
the construction of the Housing Improvements.
(b) From the date of commencement of construction and until such time as
Grantee has received a Certificate of Completion for the Housing Improvements, the Grantee
shall provide any additional information reasonably requested by the County in connection with
the use of the County Grant for Project.
Section 3.10 Construction Responsibilities.
(a) Grantee is responsible for the coordination and scheduling of the work to
be performed so that commencement and completion of the construction of the Housing
Improvements will take place in accordance with this Agreement.
(b) Grantee is solely responsible for all aspects of Grantee's conduct in
connection with the Housing Improvements, including (but not limited to) the quality and
suitability of the plans and specifications, the supervision of construction work, and the
qualifications, financial condition, and performance of all architects, engineers, contractors,
subcontractors, suppliers, consultants, and property managers. Any review or inspection
undertaken by the County with reference to the Housing Improvements is solely for the purpose
of determining whether Grantee is properly discharging its obligations to the County, and may
not be relied upon by Grantee or by any third parties as a warranty or representation by the
County as to the quality of the design or construction of the Housing Improvements.
Section 3.11 Certificates of Completion.Promptly after completion of the Scope of
Work for the Housing Improvements and issuance by the City of a certificate of occupancy for
the Project, upon written request from the Grantee, in accordance with those provisions of this
Agreement relating solely to the obligations of the Grantee to complete the Scope of Work for
the Housing Improvements; and the County's determination that the Grantee various obligations
with regards to completion of the Housing Improvements under this Agreement have been met;
the County will provide the Grantee with a Certificate of Completion for the Housing
Improvements. If upon the written request from the Grantee, the County determines, at its
reasonable discretion, that the Grantee is not entitled to a Certificate of Completion because the
Grantee has not completed the Housing Improvements in accordance with the terms of this
Agreement, the County shall within twenty (20) days of such request, provide the Grantee with a
written response stating with specificity the obligations required to be completed as a condition
for issuing the Certificate of Completion. If the County fails to issue or fails to provide a written
response stating with specificity the reasons the County will not issue a Certificate of
Completion to the Grantee within twenty (20) days of a request hereunder, then the Grantee shall
be deemed to be entitled to receive such Certificate of Completion.
(b) Such Certificates of Completion shall be conclusive evidence that the
covenants in this Agreement with respect to the obligations of Grantee to complete the Scope of
Work for the Housing Improvements described in such certificate and the dates for the beginning
and completion thereof have been met; provided, however, such certifications shall not be
conclusive evidence regarding Grantee satisfaction of the prevailing wage requirements of this
Agreement. Such certifications and determinations shall not constitute evidence of compliance
Packet Page. 540
1610\01\3695729.3 16
with or satisfaction of any obligation of the Grantee to any holder of a deed of trust securing
money loaned to finance any portion of the Housing Improvements or any part thereof and shall
not be deemed a notice of completion under the California Civil Code.
Section 3.12 Mechanics Liens, Stop Notices, and Notices of Completion.
(a) If any claim of lien is filed against the Property, or any portion thereof, or
a stop notice affecting the County Grant is served on the County or any other lender or other
third party in connection with the Housing Improvements, then Grantee shall, within twenty (20)
days after such filing or service, either pay and fully discharge the lien or stop notice, effect the
release of such lien or stop notice by delivering to the County a surety bond in sufficient form
and amount, or provide the County with other assurance satisfactory to the County that the claim
of lien or stop notice will be paid or discharged.
(b) If Grantee fails to discharge any lien, encumbrance, charge, or claim in the
manner required in this Section or obtain a surety bond, then in addition to any other right or
remedy, the County may (but is under no obligation to) discharge such lien, encumbrance,
charge, or claim at Grantee's expense.
(c) Grantee shall file a valid notice of cessation or notice of completion upon
cessation of construction work on any portion of the Housing Improvements for a continuous
period of thirty (30) days or more, and take all other steps necessary to forestall the assertion of
claims of lien against the Property.
Section 3.13 Inspections.
(a) The Grantee shall permit and facilitate, and shall require its contractors to
permit and facilitate, observation and inspection of the Property or the Housing Improvements by
the County and by public authorities during reasonable business hours upon forty-eight (48)
hours' prior written notice for the purposes of determining compliance with this Agreement,
provided, however, that nothing in this Agreement shall entitle the County to enter an occupied
unit in the Housing Improvements without notice to the tenant thereof, which the Grantee shall
deliver on behalf of the County, and permission from such tenant to the extent such permission is
required by law. Such inspections do not relieve the Grantee, or its contractors, from any
applicable requirement to obtain other City or County inspections in connection with the Scope
of Work for the Housing Improvements.
(b) After the completion of an inspection the County shall deliver a copy of
the inspection report to the Grantee. If the County determines as a result of such inspection that
there are any life-threatening health and safety related deficiencies, Grantee has the obligation to
correct such deficiencies immediately. If the County determines as a result of the inspection that
there are any deficiencies for any of the inspectable items in the Housing Improvements, the
Grantee shall correct such deficiencies within fifteen (15) days from the delivery of the
inspection report or if a period longer than fifteen (15) days is reasonably necessary to correct the
deficiency, then Grantee must begin to correct the deficiency within fifteen (15) days and correct
the deficiency as soon as reasonably possible. In addition, the Grantee acknowledges that the
Packet Page. 541
1610\01\3695729.3 17
County may re-inspect the Housing Improvements to verify all deficiencies have been corrected
or rely on third party documentation submitted by the Grantee for non-hazardous deficiencies.
Section 3.14 Financing Plan.
As of the date of this Agreement, the County has received and approved the Financing
Budget set forth in Exhibit B. Within fifteen (15) days of the date Grantee receives information
indicating that actual costs of Scope of Work for the Housing Improvements materially vary or
will vary from the costs shown on the Financing Budget, the Grantee shall submit any required
amendments to the Financing Budget, along with evidence that the changes to the Financing
Budget are reasonable and necessary, to the County.
Section 3.15 Developer Fee.
Except where allowed by other funding sources on the Project and so long as no County
Grant funds are used for such purpose, no compensation from any source shall be received by or
be payable to the Grantee or any affiliate of the Grantee in connection with the provision of
development and construction management services for the acquisition and construction of the
Housing Improvements.
Section 3.16 Relocation.
There are no current tenants or occupants of the Property, and no permanent or temporary
displacement of tenants is expected. Nonetheless, if and to the extent that the construction of the
Property will result in the permanent or temporary displacement of tenants, then Grantee shall
comply with all applicable local, state, and federal statutes and regulations, (including without
limitation the Uniform Relocation Assistance and Real Property Acquisition Policies Act of
1970, as amended, California Government Code Section 7260 et seq., and accompanying
regulations) with respect to preparation of a relocation plan, relocation planning, advisory
assistance, and payment of monetary benefits. Grantee shall be solely responsible for payment
of any relocation benefits to any displaced persons and any other obligations associated with
complying with such relocation laws. Grantee shall indemnify, defend and hold harmless, (with
counsel reasonably acceptable to the County), the County and its authorized officers, employees,
agents, volunteers, and successors and assigns ("County Indemnitees"), against any claim for
damages, compensation, fines, penalties, relocation payments or other amounts and expenses
(including reasonable attorneys' fees) arising out of the failure or alleged failure of any person or
entity (including Grantee, or the County) to satisfy relocation obligations related to the
acquisition of the Property.
ARTICLE 4. GRANT REQUIREMENTS
Section 4.1 Compliance with Agreement.
Grantee shall comply with the terms of this Agreement, the Regulatory Agreement, and
any breach by Grantee under the Revocable Grant Documents shall be considered a Default
under this Agreement. Notwithstanding anything to the contrary, the partial forgiveness of the
Packet Page. 542
1610\01\3695729.3 18
County Grant pursuant to Section 2.3 above, shall have no effect on the Regulatory Agreement
which shall remain in full force and effect for the term specified therein.
Section 4.2 Financial Accountings and Audits.
During the Term, from time to time as reasonably requested by the County, Grantee shall
make available for examination during normal business hours to County all books, accounts,
reports, files, and other papers or property with respect to all matters covered by this Agreement,
and shall permit County to audit, examine, and make excerpts or transcripts from such records.
County may make audits of any conditions relating to this Agreement.
Section 4.3 Information.
Grantee shall provide any information reasonably requested by the County in connection
with the County Grant, including (but not limited to) any information required by the local, state
or federal governments in connection with Grantee's use of the Grant Funds.
Section 4.4 Records.
(a) Grantee shall keep and maintain at the principal place of business of the
Grantee set forth in Section 7.8 below, or elsewhere with the County's written consent, full,
complete and appropriate books, records and accounts relating to the Housing Improvements.
Books, records and accounts relating to Grantee's compliance with the terms, provisions,
covenants and conditions of this Agreement are to be kept and maintained in accordance with
generally accepted accounting principles consistently applied, and are to be consistent with
requirements of this Agreement. All such books, records, and accounts are to be open to and
available for inspection and copying by the County, its auditors or other authorized
representatives at reasonable intervals during normal business hours. Copies of all tax returns
and other reports that Grantee may be required to furnish to any governmental agency are to be
open for inspection by the County at all reasonable times at the place that the books, records and
accounts of Grantee are kept. Grantee shall preserve such records for a period of not less than
five (5) years after the creation of such records. If any litigation, claim, negotiation, audit
exception, monitoring, inspection or other action relating to the use of the Grant Funds is
pending at the end of the record retention period stated herein, then Grantee shall retain the
records until such action and all related issues are resolved. The records are to include all
invoices, receipts, and other documents related to expenditures from the Grant Funds.
(b) Grantee shall retain all financial records, supporting documents, statistical
records, and all other records pertinent to services performed and expenditures incurred under
this Agreement for a period of five (5) years after the termination of all activities funded under
this Agreement, or after the resolution of all litigation, claims, federal audits, negotiation or other
actions that involve any of the records cited, whichever occurs later. Grantee shall retain records
for non-expendable property acquired with funds under this Agreement for five (5) years after
final disposition of such property. Records for any displaced person must be kept for five (5)
years after the displaced person has received final payment.
Packet Page. 543
1610\01\3695729.3 19
(c) The County shall notify Grantee of any records it deems insufficient.
Grantee has fifteen (15) calendar days after the receipt of such a notice to correct any deficiency
in the records specified by the County in such notice, or if a period longer than fifteen (15) days
is reasonably necessary to correct the deficiency, then Grantee must begin to correct the
deficiency within fifteen (15) days and correct the deficiency as soon as reasonably possible.
Section 4.5 Audits.
(a) Each year, Grantee shall provide the County with a copy of Grantee's
annual audit, which is to include information on all of Grantee's activities and pertaining to the
Housing Improvements.
(b) In addition, the County, at any time, audit all of Grantee's books, records,
and accounts pertaining to the Housing Improvements. Any such audit is to be conducted during
normal business hours at the principal place of business of Grantee wherever records are kept.
Immediately after the completion of an audit, the County shall deliver a copy of the results of the
audit to Grantee.
Section 4.6 Fees and Taxes.
Grantee shall be solely responsible for payment of all fees, assessments, taxes, charges,
and levies imposed by any public authority or utility company with respect to the Housing
Improvements to the extent owned by Grantee, and shall pay such charges prior to delinquency.
However, Grantee shall not be required to pay and discharge any such charge so long as: (a) the
legality thereof is being contested diligently and in good faith and by appropriate proceedings;
and (b) if requested by the County, Grantee deposits with the County any funds or other forms of
assurance that the County in good faith from time to time determines appropriate to protect the
County from the consequences of the contest being unsuccessful.
Section 4.7 Notice of Litigation.
Grantee shall promptly notify the County in writing of any litigation materially affecting
Grantee or the Housing Improvements and of any claims or disputes that involve a material risk
of such litigation.
Section 4.8 Nondiscrimination.
Grantee covenants by and for itself and its successors and assigns that there will be no
discrimination against or segregation of a person or of a group of persons on account of race,
color, religion, creed, age (except for lawful senior housing in accordance with state and federal
law), familial status, disability, sex, sexual orientation, marital status, ancestry or national origin
in the sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the property, nor
may Grantee or any person claiming under or through Grantee establish or permit any such
practice or practices of discrimination or segregation with reference to the selection, location,
number, use or occupancy of tenants, lessees, subtenants, sublessees or vendees in the property.
Section 4.9 Transfer.
Packet Page. 544
1610\01\3695729.3 20
(a) This Agreement is entered into solely for the purpose of funding the
affordable Housing Improvements and its subsequent use in accordance with the terms hereof.
The Grantee recognizes that the qualifications and identity of Grantee are of particular concern to
the County. The Grantee further recognizes that it is because of such qualifications and identity
that the County is entering into this Agreement with the Grantee and that limited Transfers are
permitted only as provided in this Agreement.
(b) For purposes of this Agreement, "Transfer" means any sale, assignment,
or transfer, whether voluntary or involuntary, of: (1) any rights and/or duties under this
Agreement; or (2) any interest in the Grantee, including any merger, consolidations, sale, or lease
of all or substantially all of the assets of Grantee.
(c) No Transfer shall be permitted during the Term, except to the extent that
the Grantee transfers the property to the San Bernardino County Housing Authority. Any
unauthorized Transfer shall automatically cancel the County's obligations to provide the Grant
Funds to Grantee after the date of the unauthorized Transfer.
Section 4.10 Insurance Requirements.
(a) Grantee shall maintain the following insurance coverage throughout the
Term of the County Grant written by insurers authorized to do business in the State of California
and with a minimum "Best" Insurance Guide rating of "A-VII". If the Grantee uses existing
coverage to comply with these requirements and that coverage does not meet the specified
requirements, the Grantee agrees to amend, supplement, or endorse the existing coverage to do
so.
(b) Without in anyway affecting the indemnity herein provided and in
addition thereto, the Grantee shall secure and maintain throughout the Term the following types
of insurance with limits as shown:
(1) Workers' Compensation/Employers Liability.
(A) Workers' Compensation- A program of Workers'
Compensation insurance or a state-approved, self-insurance program in an amount and form to
meet all applicable requirements of the Labor Code of the State of California, including
Employer's Liability with $250,000 limits covering all persons including volunteers providing
services on behalf of the Grantee and all risks to such persons under this Agreement.
(B) If Grantee has no employees, it may certify or warrant to
the County that it does not currently have any employees or individuals who are defined as
"employees" under the Labor Code and the requirement for Workers' Compensation coverage
will be waived by the Director of Risk Management.
(C) With respect to Grantees that are non-profit corporations
organized under California or federal law, volunteers for such entities are required to be covered
by Workers' Compensation insurance.
Packet Page. 545
1610\01\3695729.3 21
(2) Comprehensive General Liability. General Liability Insurance
covering all operations performed by or on behalf of Grantee providing coverage for bodily
injury and property damage with a combined single limit of not less than Five Million Dollars
($5,000,000), per occurrence. The policy coverage must include:
(A) Premises operations and mobile equipment.
(B) Products and completed operations.
(C) Broad form property damage (including completed
operations).
(D) Explosion, collapse, and underground hazards.
(E) Personal injury.
(F) Contractual liability.
(G) $5,000,000 general aggregate limit.
(3) Comprehensive Automobile Liability.
(A) Primary insurance coverage must be written on ISO
Business Auto coverage form for all owned, hired and non-owned automobiles or symbol I (any
auto).
(B) The policy must have a combined single limit of not less
than Five Million Dollars ($5,000,000) for bodily injury and property damage, per occurrence.
(C) If the Grantee is transporting one or more non-employee
passengers in performance of contract services, the automobile liability policy must have a
combined single limit of Five Million Dollars ($5,000,000) for bodily injury and property
damage per occurrence.
(D) If the Grantee owns no autos, a non-owned auto
endorsement to the General Liability policy described above is acceptable.
(4) Builders' Risk/Property Insurance. Builders' Risk insurance during
the course of construction, and upon completion of construction, property insurance covering the
Project, in form appropriate for the nature of such property, covering all risks of loss, excluding
earthquake, for one hundred percent (100%) of the replacement value, with deductible, if any,
acceptable to the County, naming the County as a Loss Payee, as its interests may appear. Flood
insurance must be obtained if required by applicable federal regulations.
(5) Commercial Crime. Commercial crime insurance covering all
officers and employees, for loss of County Grant proceeds caused by dishonesty, in an amount
approved by the County, naming the County a Loss Payee, as its interests may appear.
Packet Page. 546
1610\01\3695729.3 22
(c) Grantee shall cause any general contractor, agent, or subcontractor
working on the Project under direct contract with Grantee or subcontract to maintain insurance of
the types and in at least the minimum amounts described in subsections (1), (2), and (3) above,
meeting all of the general requirements of subsections (e) and (f) below and naming the County
as an additional insured. The Grantee agrees to monitor and review all such coverage and
assumes all responsibility ensuring that such coverage is provided as required here.
(d) An umbrella (over primary) or excess policy may be used to comply with
limits or other primary coverage requirements. When used, the umbrella policy must apply to
bodily injury/property damage, personal injury/advertising injury and must include a
"dropdown" provision providing primary coverage for any liability not covered by the primary
policy. The coverage must also apply to automobile liability.
(e) The required insurance must be provided under an occurrence form, and
Grantee shall maintain the coverage described in subsections (a) continuously throughout the
Term. Should any of the required insurance be provided under a form of coverage that includes
an annual aggregate limit or provides that claims investigation or legal defense costs be included
in such annual aggregate limit, such annual aggregate limit must be three times the occurrence
limits specified above.
(f) Comprehensive General Liability and Comprehensive Automobile
Liability insurance policies must be endorsed to name as an additional insured the County and its
officers, agents, employees, and members of the Board of Supervisors. The additional insured
endorsements must not limit the scope of coverage for the County to vicarious liability but must
allow coverage for the County to the full extent provided by the policy. Such additional insured
coverage must be at least as broad as Additional Insured (Form B) endorsement form ISO, CG
2010.11 85.
(g) All policies and bonds are to contain: (1) the agreement of the insurer to
give the County at least thirty (30) days’ notice prior to cancellation (including, without
limitation, for non-payment of premium) or any material change in said policies; (2) an
agreement that such policies are primary and non-contributing with any insurance that may be
carried by the County; (3) a provision that no act or omission of Grantee shall affect or limit the
obligation of the insurance carrier to pay the amount of any loss sustained; and (4) a waiver by
the insurer of all rights of subrogation against the County and its authorized parties in connection
with any loss or damage thereby insured against.
(h) Construction contracts for projects over Three Million Dollars
($3,000,000) and less than Five Million Dollars ($5,000,000) require limits of not less than Five
Million Dollars ($5,000,000) in General Liability and Auto Liability coverage.
(i) The Grantee shall require the carriers of required coverages to waive all
rights of subrogation against the County, its officers, employees, agents, volunteers, contractors
and subcontractors. All general or auto liability insurance coverage provided shall not prohibit
the Grantee and Grantee's employees or agents from waiving the right of subrogation prior to a
loss or claim. The Grantee hereby waives all rights of subrogation against the County.
Packet Page. 547
1610\01\3695729.3 23
(j) All policies required herein are to be primary and non-contributory with
any insurance or self-insurance programs carried or administered by the County.
(k) The Grantee shall furnish Certificates of Insurance to the County
Department administering the contract evidencing the insurance coverage prior to the close of
Escrow, additional endorsements, as required shall be provided prior to the commencement of
performance of services hereunder, which certificates shall provide that such insurance shall not
be terminated or expire without thirty (30) days written notice to the Department, and Grantee
shall maintain such insurance from the time Grantee commences performance of services
hereunder until the completion of such services. Within fifteen (15) days following the close of
Escrow, the Grantee shall furnish a copy of the Declaration page for all applicable policies and
will provide complete certified copies of the policies and endorsements immediately upon
request.
(l) The Grantee agrees to ensure that coverage provided to meet these
requirements is applicable separately to each insured and there will be no cross liability
exclusions that preclude coverage for suits between the Grantee and the County or between the
County and any other insured or additional insured under the policy.
(m) Any and all deductibles or self-insured retentions in excess of Ten
Thousand Dollars ($10,000) shall be declared to and approved by Risk Management.
(n) In the event that any policy of insurance required in this Section does not
comply with the requirements, is not procured, or is canceled and not replaced, the County has
the right but not the obligation or duty to obtain such insurance it deems necessary and any
premiums paid by the County will be promptly reimbursed by Grantee or County disbursements
to Grantee will be reduced to pay for the County purchased insurance.
(o) Insurance requirements are subject to periodic review by the County. The
Director of Risk Management or designee is authorized, but not required, to reduce, waive or
suspend any insurance requirements whenever Risk Management determines that any of the
required insurance is not available, is unreasonably priced, or is not needed to protect the
interests of the County. In addition, if Risk Management determines that heretofore
unreasonably priced or unavailable types of insurance coverage or coverage limits become
reasonably priced and available, the Director of Risk Management or designee is authorized, but
not required, to change the above insurance requirements to require additional types of insurance
coverage or higher coverage limits, provided that any such change is reasonable in light of past
claims against the County, inflation, or any other item reasonably related to the County's risk.
Any change requiring additional types of insurance coverage or higher coverage limits must be
made by amendment to this Agreement. Grantee agrees to execute any such amendment within
thirty (30) days of receipt. Any failure, actual or alleged, on the part of the County to monitor or
enforce compliance with any of the insurance and indemnification requirements will not be
deemed as a waiver of any rights on the part of the County.
(p) All policies and bonds shall be endorsed to provide thirty (30) days prior
written notice of cancellation, reduction in coverage, or intent not to renew to the address
established for notices to the County.
Packet Page. 548
1610\01\3695729.3 24
Section 4.11 Hazardous Materials.
(a) Grantee shall keep and maintain the Property in compliance with, and may
not cause or permit the Property to be in violation of any federal, state or local laws, ordinances
or regulations relating to industrial hygiene or to the environmental conditions on, under or about
the Property including, but not limited to, soil and ground water conditions. Grantee may not
use, generate, manufacture, store or dispose of on, under, or about the Property or transport to or
from the Property any flammable explosives, radioactive materials, hazardous wastes, toxic
substances or related materials, including without limitation, any substances defined as or
included in the definition of "hazardous substances," "hazardous wastes," "hazardous materials,"
or "toxic substances" under any applicable federal or state laws or regulations (collectively
referred to hereinafter as "Hazardous Materials") except such of the foregoing as may be
customarily used in similar projects.
(b) Grantee shall immediately advise the County in writing if at any time it
receives written notice of (i) any and all enforcement, cleanup, removal or other government or
regulatory actions instituted, completed or threatened against Grantee or the Property pursuant to
any applicable federal, state or local laws, ordinances, or regulations relating to any Hazardous
Materials, ("Hazardous Materials Law"); (ii) all claims made or threatened by any third party
against Grantee or the Property relating to damage, contribution, cost recovery compensation,
loss or injury resulting from any Hazardous Materials (the matters set forth in clauses (i) and (ii)
above are hereinafter referred to as "Hazardous Materials Claims"); and (iii) Grantee's discovery
of any occurrence or condition on any real property adjoining or in the vicinity of the Property
that could cause the Property or any part thereof to be classified as "border-zone property" under
the provision of California Health and Safety Code, Sections 25220 et seq., or any regulation
adopted in accordance therewith, or to be otherwise subject to any restrictions on the ownership,
occupancy, transferability or use of the Property under any Hazardous Materials Law.
(c) The County has the right to join and participate in, as a party if it so elects,
any legal proceedings or actions initiated in connection with any Hazardous Materials Claims
and to have its reasonable attorneys' fees in connection therewith paid by Grantee. Grantee shall
indemnify and hold harmless the County and its board members, supervisors, directors, officers,
employees, agents, successors and assigns from and against any loss, damage, cost, expense or
liability directly or indirectly arising out of or attributable to the use, generation, storage, release,
threatened release, discharge, disposal, or presence of Hazardous Materials on, under, or about
the Property including without limitation: (i) all foreseeable consequential damages; (ii) the
costs of any required or necessary repair, cleanup or detoxification of the Property and the
preparation and implementation of any closure, remedial or other required plans; and (iii) all
reasonable costs and expenses incurred by the County in connection with clauses (i) and (ii),
including but not limited to reasonable attorneys' fees and consultant's fees. This
indemnification applies whether or not any government agency has issued a cleanup order.
Losses, claims, costs, suits, liability, and expenses covered by this indemnification provision
include, but are not limited to: (1) losses attributable to diminution in the value of the Property;
(2) loss or restriction of use of rentable space on the Property; (3) adverse effect on the
marketing of any rental space on the Property; and (4) penalties and fines levied by, and remedial
or enforcement actions of any kind issued by any regulatory agency (including but not limited to
the costs of any required testing, remediation, repair, removal, cleanup or detoxification of the
Packet Page. 549
1610\01\3695729.3 25
Property and surrounding properties). This obligation to indemnify will survive termination of
this Agreement.
(d) Without prior written notice, Grantee may not take any remedial action in
response to the presence of any Hazardous Materials on, under or about the Property, nor enter
into any settlement agreement, consent decree, or other compromise in respect to any Hazardous
Material Claims, which remedial action, settlement, consent decree or compromise might impair
the value of the County's security hereunder.
(e) Grantee hereby acknowledges and agrees that (i) this Section is intended
as the County's written request for information (and Grantee's response) concerning the
environmental condition of the Property as required by California Code of Civil Procedure
Section 726.5, and (ii) each representation and warranty in this Agreement (together with any
indemnity obligation applicable to a breach of any such representation and warranty) with
respect to the environmental condition of the Property is intended by the Parties to be an
"environmental provision" for purposes of California Code of Civil Procedure Section 736.
(f) In the event that any portion of the Property is determined to be
"environmentally impaired" (as that term is defined in California Code of Civil Procedure
Section 726.5(e)(3)) or to be an "affected parcel" (as that term is defined in California Code of
Civil Procedure Section 726.5(e)(1) and Grantee is in default of its obligations to the County,
then, without otherwise limiting or in any way affecting the County's or the trustee's rights and
remedies, the County may elect to exercise its rights under California Code of Civil Procedure
Section 726.5(a) to (1) waive its lien on such environmentally impaired or affected portion of the
Property and (2) exercise (a) the rights and remedies of an unsecured creditor, including
reduction of its claim against Grantee to judgment, and (b) any other rights and remedies
permitted by law. For purposes of determining the County's right to proceed as an unsecured
creditor under California Code of Civil Procedure Section 726.5(a), Grantee will be deemed to
have willfully permitted or acquiesced in a release or threatened release of hazardous materials,
within the meaning of California Code of Civil Procedure Section 726.5(d)(1), if the release or
threatened release of hazardous materials was knowingly or negligently caused or contributed to
by any lessee, occupant, or user of any portion of the Property and Grantee knew or should have
known of the activity by such lessee, occupant, or user that caused or contributed to the release
or threatened release. All costs and expenses, including (but not limited to) attorneys' fees and
other professional service fees and costs, incurred by the County in connection with any action
commenced under this paragraph, including any action required by California Code of Civil
Procedure Section 726.5(b) to determine the degree to which the Property is environmentally
impaired, plus interest thereon at the lesser of ten percent (10%) or the maximum rate permitted
by law, until paid, will be payable to the County upon its demand made at any time following the
conclusion of such action.
Section 4.12 Maintenance and Damage.
During the course of construction, Grantee shall maintain the Property in good repair and
in a neat, clean and orderly condition. If there arises a condition in contravention of this
requirement, and if Grantee has not cured such condition within thirty (30) days after receiving a
County notice of such a condition, then the County may pursue any remedy at law or equity.
Packet Page. 550
1610\01\3695729.3 26
ARTICLE 5. REPRESENTATIONS AND
WARRANTIES
Section 5.1 Representations and Warranties Grantee.Grantee hereby represents and
warrants to the County as follows:
(a) Organization. Grantee is a duly organized, validly existing California
charter city and has the power and authority to own its property and carry on its business as now
being conducted.
(b) Authority of Grantee. Grantee has full power and authority to execute and
deliver this Agreement and to make and accept the Grant Funds contemplated hereunder, and to
perform and observe the terms and provisions of all of the Agreement.
(c) Authority of Persons Executing Documents. This Agreement and all other
documents or instruments executed and delivered, or to be executed and delivered, pursuant to
this Agreement have been executed and delivered by persons who are duly authorized to execute
and deliver the same for and on behalf of Grantee, and all actions required under Grantee's
organizational documents and applicable governing law for the authorization, execution, delivery
and performance of this Agreement and all other documents or instruments executed and
delivered, or to be executed and delivered, pursuant to this Agreement, have been duly taken.
(d) Valid Binding Agreements. This Agreement and all other documents or
instruments which have been executed and delivered pursuant to or in connection with this
Agreement constitute or, if not yet executed or delivered, will when so executed and delivered
constitute, legal, valid and binding obligations of Grantee enforceable against it in accordance
with their respective terms.
(e) No Breach of Law or Agreement. Neither the execution nor delivery of
this Agreement or of any other documents or instruments executed and delivered, or to be
executed or delivered, pursuant to this Agreement, nor the performance of any provision,
condition, covenant or other term hereof or thereof, will conflict with or result in a breach of any
statute, rule or regulation, or any judgment, decree or order of any court, board, commission or
agency whatsoever binding on Grantee, or any provision of the organizational documents of
Grantee, or will conflict with or constitute a breach of or a default under any agreement to which
Grantee is a party, or will result in the creation or imposition of any lien upon any assets or
property of Grantee, other than liens established pursuant hereto.
(f) Compliance with Laws; Consents and Approvals. The construction and
operation of the Housing Improvements will comply with all applicable laws, ordinances, rules
and regulations of federal, state and local governments and agencies and with all applicable
directions, rules and regulations of the fire marshal, health officer, building inspector and other
officers of any such government or agency.
(g) Pending Proceedings. Grantee is not in default under any law or
regulation or under any order of any court, board, commission or agency whatsoever, and there
Packet Page. 551
1610\01\3695729.3 27
are no claims, actions, suits or proceedings pending or, to the knowledge of Grantee, threatened
against or affecting Grantee or the Property, at law or in equity, before or by any court, board,
commission or agency whatsoever which might, if determined adversely to Grantee, materially
affect Grantee's ability to comply with the terms of this Agreement.
(h) Financial Statements. The financial statements of Grantee and other
financial data and information furnished by Grantee to the County fairly present the information
contained therein. As of the date of this Agreement, there has not been any adverse, material
change in the financial condition of Grantee from that shown by such financial statements and
other data and information.
(i) Sufficient Funds. Grantee holds sufficient funds and/or binding
commitments for sufficient funds to complete the Scope of Work for the Housing Improvements
and to operate the Housing Improvements for the Term.
ARTICLE 6. DEFAULT AND REMEDIES
Section 6.1 Events of Default. Each of the following shall constitute a "Default" by
Grantee under this Agreement:Failure to Comply with Regulatory Agreement. Failure of
Grantee to comply with the Regulatory Agreement, subject to all applicable notice and cure
rights provided therein.
(b) Breach of Covenants. Failure by Grantee to duly perform, comply with,
or observe any of the conditions, terms, or covenants of this Agreement, and such failure having
continued uncured for thirty (30) days after receipt of written notice thereof from the County to
the Grantee, or if the breach cannot be cured within thirty (30) days, the Grantee shall not be in
breach so long as Grantee is diligently undertaking to cure such breach and such breach is cured
within ninety (90) days; provided, however, that if a different period or notice requirement is
specified under any other section of this Article 6, the specific provisions shall control.
(c) Insolvency. A court having jurisdiction shall have made or entered any
decree or order: (1) adjudging Grantee to be bankrupt or insolvent; (2) approving as properly
filed a petition seeking reorganization of Grantee or seeking any arrangement for Grantee under
the bankruptcy law or any other applicable debtor's relief law or statute of the United States or
any state or other jurisdiction; (3) appointing a receiver, trustee, liquidator, or assignee of
Grantee in bankruptcy or insolvency or for any of their properties; or (4) directing the winding
up or liquidation of Grantee if any such decree or order described in clauses (1) to (4), inclusive,
shall have continued unstayed or undischarged for a period of ninety (90) days; or Grantee shall
have admitted in writing its inability to pay its debts as they fall due or shall have voluntarily
submitted to or filed a petition seeking any decree or order of the nature described in clauses (1)
to (4), inclusive.Assignment; Attachment. Grantee shall have assigned its assets for the benefit
of its creditors or suffered a sequestration or attachment of or execution on any substantial part of
its property, unless the property so assigned, sequestered, attached or executed upon shall have
been returned or released within ninety (90) days after such event or, if sooner, prior to sale
pursuant to such sequestration, attachment, or execution.
Packet Page. 552
1610\01\3695729.3 28
(e) Suspension; Termination. Grantee shall have voluntarily suspended its
business.
(f) Liens on Property. There shall be filed any claim of lien (other than liens
identified the Financing Budget) against the Housing Improvements, the Property, or any part
thereof, or any interest or right made appurtenant thereto and the continued maintenance of said
claim of lien or notice to withhold for a period of twenty (20) days, without discharge or
satisfaction thereof or provision therefor (including, without limitation, the posting of bonds)
satisfactory to County.
(g) Condemnation. The condemnation, seizure, or appropriation of all or the
substantial part of the Property or the Housing Improvements, by an entity other than the County.
(h) Unauthorized Transfer. Any Transfer other than as permitted by
Section 4.9.
(i) Representation or Warranty Incorrect. Any Grantee representation or
warranty contained in this Agreement, or in any application, financial statement, certificate, or
report submitted to the County in connection with this Agreement, proving to have been
incorrect in any material respect when made and having a material adverse effect on the Housing
Improvements.
Section 6.2 Remedies.
The occurrence of any Default hereunder following the expiration of all applicable notice
and cure periods will, either at the option of the County or automatically where so specified,
relieve the County of any obligation to make or continue the County Grant and shall give the
County the right to proceed with any and all remedies in law or equity, including suit for
recovery of any Grant funds which Grantee has not utilized in compliance with this Agreement:
(a) Repayment of Grant. The County may demand Grantee repay the County
any portion of the County Grant not previously forgiven pursuant to Section 2.3 above, together
with any accrued interest thereon, to become immediately due and payable. Grantee is liable to
pay the County on demand all reasonable expenses, costs and fees (including, without limitation,
reasonable attorney's fees) paid or incurred by the County in connection with the repayment of
the County Grant which shall be a part of the Secured Obligation enforced only by foreclosure
under the County Grant Deed of Trust.
(b) Specific Performance. The County has the right to mandamus or other
suit, action or proceeding at law or in equity to require Grantee to perform its obligations and
covenants under this Agreement and the Regulatory Agreement or to enjoin acts on things that
may be unlawful or in violation of the provisions of this Agreement.
Section 6.3 Right of Contest.
Packet Page. 553
1610\01\3695729.3 29
Grantee shall have the right to contest in good faith any claim, demand, levy, or
assessment the assertion of which would constitute a Default hereunder. Any such contest shall
be prosecuted diligently and in a manner unprejudicial to the County or the rights of the County
hereunder.
Section 6.4 Remedies Cumulative.
No right, power, or remedy given to the County by the terms of this Agreement is
intended to be exclusive of any other right, power, or remedy; and each and every such right,
power, or remedy shall be cumulative and in addition to every other right, power, or remedy
given to the County by the terms of any such instrument, or by any statute or otherwise against
Grantee and any other person. Neither the failure nor any delay on the part of the County to
exercise any such rights and remedies shall operate as a waiver thereof, nor shall any single or
partial exercise by the County of any such right or remedy preclude any other or further exercise
of such right or remedy, or any other right or remedy.
ARTICLE 7. GENERAL PROVISIONS
Section 7.1 Relationship of Parties.
Nothing contained in this Agreement shall be interpreted or understood by any of the
Parties, or by any third persons, as creating the relationship of employer and employee, principal
and agent, limited or general partnership, or joint venture between the County and Grantee or its
agents, employees or contractors, and Grantee shall at all times be deemed an independent
contractor and shall be wholly responsible for the manner in which it or its agents, or both,
perform the services required of it by the terms of this Agreement. Grantee has and retains the
right to exercise full control of employment, direction, compensation, and discharge of all
persons assisting in the performance of services under the Agreement. Grantee shall be solely
responsible for all matters relating to payment of its employees, including compliance with
Social Security, withholding, and all other laws and regulations governing such matters, and
shall include requirements in each contract that contractors shall be solely responsible for similar
matters relating to their employees. Grantee shall be solely responsible for its own acts and
those of its agents and employees.
Section 7.2 No Claims.
Nothing contained in this Agreement shall create or justify any claim against the County
by any person that Grantee may have employed or with whom Grantee may have contracted
relative to the purchase of materials, supplies or equipment, or the furnishing or the performance
of any work or services with respect to the operation of the Housing Improvements and Grantee
shall include similar requirements in any contracts entered into for the operation of the Housing
Improvements.
Section 7.3 Amendments.
Packet Page. 554
1610\01\3695729.3 30
No alteration or variation of the terms of this Agreement shall be valid unless made in
writing and executed by the Parties. Any material change in the amount or terms of this
Agreement must be approved by Board of Supervisors.
Section 7.4 Indemnification.
The Grantee agrees to indemnify, defend (with counsel reasonably approved by the
County) and hold harmless the County and its authorized officers, employees, agents, and
volunteers ("County Indemnitees") from any and all claims, actions, losses, damages, and/or
liability arising out of this Agreement from any cause whatsoever, including the acts, errors, or
omissions of any person and for any costs or expenses incurred by the County on account of any
claim except where such indemnification is prohibited by law. This indemnification provision
shall apply regardless of the existence or degree of fault of County Indemnitees. The Grantee's
indemnification obligation applies to County Indemnitees' active as well as passive negligence
but does not apply to the County Indemnitees' sole negligence or willful misconduct within the
meaning of Civil Code Section 2782. The provisions of this Section shall survive the expiration
of this Agreement and the provisions of this section shall remain in full force and effect.
Section 7.5 Non-Liability of County Officials, Employees and Agents.
No member, official, employee or agent of the County shall be personally liable to
Grantee in the event of any default or breach by the County or for any amount which may
become due to Grantee or its successor or on any obligation under the terms of this Agreement.
Section 7.6 No Third Party Beneficiaries.
There shall be no third party beneficiaries to this Agreement.
Section 7.7 Discretion Retained By City.
The City's execution of this Agreement in no way limits the discretion of the City in the
permit and approval process.
Section 7.8 Conflict of Interest.
In accordance with California Government Code Section 1090 and the Political Reform
Act, California Government Code section 87100 et seq., no person who is a director, officer,
partner, trustee or employee or consultant of Grantee, or immediate family member of any of the
preceding, may make or participate in a decision, made by the County or a County board,
commission or committee, if it is reasonably foreseeable that the decision will have a material
effect on any source of income, investment or interest in real property of that person or Grantee.
Interpretation of this section is governed by the definitions and provisions used in the Political
Reform Act, California Government Code Section 87100 et seq., its implementing regulations
manual and codes, and California Government Code Section 1090.
Section 7.9 Notices, Demands and Communications.
Packet Page. 555
1610\01\3695729.3 31
Formal notices, demands, and communications between the Parties shall be sufficiently
given if and shall not be deemed given unless dispatched by registered or certified mail, postage
prepaid, return receipt requested, or delivered by express delivery service, return receipt
requested, or delivered personally, to the principal office of the Parties as follows:
County: Community Development and Housing Department
San Bernardino County
560 E. Hospitality Lane, Suite 200
San Bernardino, CA 92415-0043
Attn: Community Development and Housing Director
with copy to: Goldfarb & Lipman, LLP
1300 Clay Street, 11th Floor
Oakland, CA 94612
Attn: Rafael Yaquian
Grantee: City of San Bernardino
290 North D Street
San Bernardino, CA 92401
Attn: Charles Montoya, City Manager
with copy to: Office of City Attorney
290 North D Street, Third Floor
San Bernardino, CA 92401
Attn: Sonia R. Carvalho, City Attorney
Such written notices, demands and communications may be sent in the same manner to
such other addresses as the affected Party may from time to time designate by mail as provided
in this Section. Receipt shall be deemed to have occurred on the date shown on a written receipt
as the date of delivery or refusal of delivery (or attempted delivery if undeliverable).
Section 7.10 Applicable Law and Venue.
This Agreement shall be governed by the laws of the State of California and venued in
San Bernardino County, California. Each party waives any law, statute (including, but not
limited to, Code of Civil Procedure section 394), or rule of court that would allow them to
request or demand a change of venue. If any third party brings an action or claims concerning the
Agreement, the parties hereto agree to use their best efforts to obtain a change of venue to the
Superior Court of California, County of San Bernardino.
Section 7.11 Parties Bound.
Except as otherwise limited herein, the provisions of this Agreement shall be binding
upon and inure to the benefit of the Parties and their heirs, executors, administrators, legal
representatives, successors, and assigns. This Agreement is intended to run with the land and
shall bind Grantee and its successors and assigns in the Property and the Housing Improvements
Packet Page. 556
1610\01\3695729.3 32
for the entire Term, and the benefit hereof shall inure to the benefit of County and its successors
and assigns.
Section 7.12 Attorneys' Fees.
In the event that any party to this Agreement brings an action to interpret or enforce its
rights under this Agreement, each party, including the prevailing party in such action, shall bear
its own costs and expenses, including reasonable attorneys' fees in such action.
Section 7.13 Severability.
If any term of this Agreement is held by a court of competent jurisdiction to be invalid,
void or unenforceable, the remainder of the provisions shall continue in full force and effect
unless the rights and obligations of the Parties have been materially altered or abridged by such
invalidation, voiding or unenforceability. The Parties to this Agreement, and their counsel, have
read and reviewed this Agreement and agree that any rule of construction to the effect that
ambiguities are to be resolved against the drafting party (including, but not limited to, Civil Code
Section 1654) shall not apply to this Agreement.
Section 7.14 Force Majeure.
In addition to specific provisions of this Agreement, performance by either Party shall not
be deemed to be in default where delays or defaults are due to war; insurrection; strikes; lock-
outs; riots; floods; earthquakes; fires; quarantine restrictions; or court order; or any other similar
causes beyond the control or without the fault of the Party claiming an extension of time to
perform. An extension of time for any cause will be deemed granted if notice by the Party
claiming such extension is sent to the other within ten (10) days from the commencement of the
cause and such extension of time is not rejected in writing by the other Party within ten (10) days
of receipt of the notice. In no event shall the County be required to agree to cumulative delays in
excess of one hundred eighty (180) days.
Section 7.15 County Approval.
Whenever this Agreement calls for County approval, consent, or waiver, the written
approval, consent, or waiver of the County Chief Executive Officer shall constitute the approval,
consent, or waiver of the County, without further authorization required from the County Board
of Supervisors. The County hereby authorizes the County Chief Executive Officer, or the
designee of the County Chief Executive Officer, to deliver such approvals or consents as are
required by this Agreement, or to waive requirements under this Agreement, on behalf of the
County. Any consents or approvals required under this Agreement shall not be unreasonably
withheld or made, except where it is specifically provided that a sole discretion standard applies.
The County Chief Executive Officer, or the designee of the County Chief Executive Officer, is
also hereby authorized to approve, on behalf of the County, requests by Grantee for reasonable
extensions of time deadlines set forth in this Agreement. The County shall not unreasonably
delay in reviewing and approving or disapproving any proposal by Grantee made in connection
with this Agreement.
Packet Page. 557
1610\01\3695729.3 33
Section 7.16 Waivers.
Any waiver by the County of any obligation or condition in this Agreement must be in
writing. No waiver will be implied from any delay or failure by the County to take action on any
breach or default of Grantee or to pursue any remedy allowed under this Agreement or
applicable law. Any extension of time granted to Grantee to perform any obligation under this
Agreement shall not operate as a waiver or release from any of its obligations under this
Agreement. Consent by the County to any act or omission by Grantee shall not be construed to
be a consent to any other or subsequent act or omission or to waive the requirement for the
County's written consent to future waivers.
Section 7.17 Title of Parts and Sections.
Any titles of the sections or subsections of this Agreement are inserted for convenience of
reference only and shall be disregarded in interpreting any part of the Agreement's provisions.
Section 7.18 Entire Understanding of the Parties.
This Agreement constitutes the entire understanding and agreement of the Parties with
respect to the County Grant.
Section 7.19 Multiple Originals; Counterparts.
This Agreement may be executed in multiple originals including electronic counterparts
(such as facsimile or .pdf), each of which is deemed to be an original, and may be signed in
counterparts, and all of which taken together shall constitute one agreement binding on all parties
hereto, notwithstanding that all of the parties shall not have signed the same counterpart.
[Signature Page(s) Follow(s).]
Packet Page. 558
County Grant Agreement
Signature Page
1610\01\3695729.3
S-1
WHEREAS, this Agreement has been entered into by the undersigned as of Effective Date.
GRANTEE:
City of San Bernardino, a California charter city
By: ________________________________
Rochelle Clayton, Acting City Manager
Date: _________________________________
Packet Page. 559
County Grant Agreement
Signature Page
1610\01\3695729.3
S-2
COUNTY:
SAN BERNARDINO COUNTY, a political subdivision of the
State of California
By: ________________________________
Dawn Rowe, Chairperson Board of Supervisors
SIGNED AND CERTIFIED THAT A COPY OF THIS DOCUMENT HAS BEEN
DELIVERED TO THE CHAIR OF THE BOARD
LYNNA MONELL
Clerk of the Board of Supervisors
of the County of San Bernardino
By: ________________________________
Deputy
APPROVED AS TO LEGAL FORM:
TOM BUNTON
County Counsel
By: _______________________
Suzanne Bryant, Deputy County Counsel
Packet Page. 560
A-1
1610\01\3695729.3
EXHIBIT A
LEGAL DESCRIPTION
All that certain real property situated in the County of San Bernardino, State of
California, described as follows:
LOT 4 AND THE EAST 10 ACRES OF LOT 5, BLOCK 43, RANCHO SAN
BERNARDINO, IN THE CITY OF SAN BERNARDINO, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED IN
BOOK 7, PAGE 2 OF MAPS, IN THE OFFICE OF THE RECORDER OF SAID
COUNTY.
EXCEPTING THEREFROM ANY MOBILE HOME LOCATED THEREON.
APN: 0278-191-30-0-000
Packet Page. 561
B-1
1610\01\3695729.3
EXHIBIT B
FINANCING BUDGET
$29,000,000
Status Amount Expenditure Deadline
Committed $1,901,365 4/1/2025
Committed $12,450,000 12/31/2026
Reallocatio n $4,500,000 12/31/2026
Committed $4,299,671 9/1/2030
San Bernardino Co unty Pledged $3,000,000 TBD
Pledged $808,385 6/30/2026
Pledged $2,120,000 TBD
TOTAL $29,079,421
HHAP 3
Hospital/HMO Funding
ARPA (City)
ARPA (City)
Home-ARP
Estimated Construction Project Cost Assumptions as of 8/19/24
Construction Funding Sources
S ource
CDBG
City o f San B er nardino Navig ation Center Project
Project Name:SB HOPE Campus
Project Address:796 6th Street San Bernardino, CA
Project Description:200 Bed, Low Barrier, Non-Congregate Campus for Men,
Women and Couples; including wrap around services
Packet Page. 562
B-2
1610\01\3695729.3
Packet Page. 563
C-1
1610\01\3695729.3
EXHIBIT C
SCOPE OF WORK
Project Site, Scope and Program Description
Project Location:
The SB HOPE Campus Project is located at 796 E. 6th Street in the central portion of the City of
San Bernardino, in San Bernardino County, CA. The Project Site consists of a portion of a larger
parcel (Assessor’s Parcel Number 027-819-130). The Project Site is L-shaped and is
approximately 2.5 acres in size.
The Project Site is bounded by Palm Field Park to the west and north, community gardens to the
north, a youth social service organization to the east, and a vacant field and solar panel array
across 6th Street to the south. A regional location map and Project vicinity map are provided
respectively as Figure 1 and Figure 2. As shown in the Existing Site Plan (Figure 3), the
existing School of Hope campus consists of five buildings: an art studio and workshop building
(Building 1), an administration building (Building 2), a classroom building (Building 3), and two
storage buildings (Building 4 and Building 5) and a metal roof canopy, impervious surfaces
throughout the campus, and pervious surfaces within the western, northern, central, and southern
portions of the campus. There is an additional canopy, not shown in Figure 3, immediately south
of the storage building (Building 5).
Description of the Proposed Project [24 CFR 50.12 & 58.32; 40 CFR 1508.25]:
The Proposed Project involves demolishing all existing structure and developing a homeless
navigation facility to provide low barrier, congregate and non-congregate interim housing and
supportive services for homeless individuals and households at risk of becoming homeless. The
Modular manufacture will provide in-house or subcontract with an Architect to coordinate with
Civil, MEP and structural consultants to deliver full project CD Package for submission to both
city and State for review and approval to develop SB Hope Navigation Center.
The Scope of the Project:
▪180 congregant sleeping spaces includes beds with storage spaces underneath the beds.
Sixteen of these sleeping spaces should Americans with Disabilities Act (ADA)
accessible, ensuring accessibility for future residents with disabilities.
▪Community restroom and showers (Male, Female, Independent Gender Neutral or Family
Restrooms with toilets and showers).
▪20 independent sleeping pods with an attached restroom (can be located separate area on
the site if needed).
▪Operator & Recuperative Care Area (separate from City Outreach and hub) that includes
12 work stations for drop-in work, 4- single management offices, 1 in-take office by front
Packet Page. 564
C-2
1610\01\3695729.3
the door (include secondary egress), two recuperative care medical office spaces with
sink and reception area with panel/acrylic guard
▪City HUB/ Substation: 4-5 workstation and 1 office for outreach personnel.
▪Laundry Facility to accommodate 6 Speed-Queen Stackable
▪Covered Solar Parking to meet parking requirement and EV charger. Parking lot
circulation should consider ADA and Access van.
▪Covered dog kennel and small dogs run accommodate 10 dogs including access to water,
fans and heaters.
▪Also, all fire sprinklers, and heating, ventilation, and air conditioning (HVAC) systems.
▪The Proposed Project would also include a cafeteria with a fully equipped commercial
kitchen able to serve 120 residents per meal. The cafeteria would also serve as an
assembly area and would include moveable dividers to divide the cafeteria into four
smaller areas for activities.
▪The Project would also include Wi-Fi access, outdoor furniture, way-finding signage,
landscaping, a waste enclosure (for trash, recycling, and organic waste), outdoor heating
rooms for pest/ bed bugs remediation and a bicycle storage area.
Packet Page. 565
C-3
1610\01\3695729.3
Packet Page. 566
C-4
1610\01\3695729.3
****All existing structures depicted above are to be demolished.
Packet Page. 567
D-1
1610\01\3695729.3
EXHIBIT D
REVOCABLE GRANT DEED OF TRUST
Packet Page. 568
E-1
1610\01\3695729.3
EXHIBIT E
REGULATORY AGREEMENT
Packet Page. 569
F-1
1610\01\3695729.3
EXHIBIT F
SCHEDULE OF PERFORMANCE
[CITY NEEDS TO PROVIDE UPDATED SOP]
This Schedule of Performance summarizes the schedule for various activities under the
Grant Agreement to which this exhibit is attached. The description of items in this Schedule of
Performance is meant to be descriptive only and shall not be deemed to modify in any way the
provisions of the Agreement to which such items relate. Times for performance are subject to
Force Majeure, as further provided in Section 7.14 of the Agreement.
Whenever this Schedule of Performance requires the submission of plans or other
documents at a specific time, such plans or other documents, as submitted, shall be complete and
adequate for review by the County or other applicable governmental entity within the time set
forth herein. Prior to the time set forth for each particular submission, the Grantee shall consult
with County staff informally as necessary concerning such submission in order to assure that
such submission will be complete and in a proper form within the time for submission set forth
herein.
Items in the Schedule of Performance required to be completed or waived by the Close of
Escrow will be deemed satisfied or waived and evidenced by the County authorizing the Close of
Escrow.
Item Obligation/Duty Date of Completion
1.Submission of Organizational Documents.
Grantee has delivered to the County a copy of
Grantee's City Council resolution authorizing
Grantee's execution of this Agreement and the
transactions contemplated by this Agreement
On or before _____ __, 2024.
2.Land Use Entitlements.
Grantee shall obtain the land use entitlements and
all permits and approvals for the necessary for the
completion of the Scope of Work.
No later than _____________
3.Submission of Proof of Insurance.
Grantee must furnish to County proof of insurance
required under §4.10
No later than _____________
4.Submission of Construction Bonds.
Grantee shall obtain and submit proof of labor and
material bond and performance and payment bond
for Scope of Work.
Not later than seven (7) days
prior to the proposed
Commencement of
Construction.
5.Submission of Construction Contract.
Grantee shall submit proposed Construction
Contract for the Scope of Work.
Not later than seven (7) days
prior to the proposed
Commencement of
Packet Page. 570
F-2
1610\01\3695729.3
Construction of Scope of
Work.
6.Commence Construction.
Grantee shall commence construction of the Scope
of Work.
_______, but in no event any
later than ____ months from
the Effective Date of this
Agreement.
7.Completion of Construction.
Grantee shall diligently complete construction of
the Scope of Work.
No later than
_____________,
approximately within ___(__)
months from construction
commencement of the Scope
of Work but no later than
December 31, 2025
8.Certificate of Occupancy. City issues Certificate
of Occupancy.
Within 5 business days of
completion of construction
for the Scope of Work and
inspection by the City's
Building Official or designee
9.Prevailing Wages. To the extent applicable the
Grantee has submitted copies of all certified
payrolls to the County, and any identified payment
issues have been resolved, or Grantee is working
diligently to resolve any such issues.
Within ninety (90) days of
completion of construction of
the Scope of Work and
issuance of Certificate of
Occupancy.
Packet Page. 571
1610\01\3695725.1
[INSERT COUNTY COVER PAGE]
Packet Page. 572
1
1610\01\3695725.1
________________________________________________________________________
REVOCABLE GRANT DEED OF TRUST
(San Bernardino HOPE Campus Navigation Center)
THIS REVOCABLE GRANT DEED OF TRUST ("Deed of Trust") is made as of
September __, 2024, by and among City of San Bernardino, a California charter city
("Trustor"), Commonwealth Land Title Company, a California corporation ("Trustee"),
for the benefit of the San Bernardino County, a political subdivision of the State of
California ("Beneficiary").
FOR GOOD AND VALUABLE CONSIDERATION, including the indebtedness
herein recited and the trust herein created, the receipt of which is hereby acknowledged,
Trustor hereby irrevocably grants, transfers, conveys and assigns to Trustee, IN TRUST,
WITH POWER OF SALE, for the benefit and security of Beneficiary, under and subject
to the terms and conditions hereinafter set forth, Trustor's fee interest in the property
generally located 796 E. 6th Street, City of San Bernardino, San Bernardino County,
State of California, that is described in the attached Exhibit A, incorporated herein by this
reference (the "Property"), is herein referred to as the "Security." To have and to hold the
Security together with acquittances to the Trustee, its successors and assigns forever.
FOR THE PURPOSE OF SECURING THE FOLLOWING OBLIGATIONS
(collectively, the "Secured Obligations"):
(a) Payment to Beneficiary of all sums at any time owing under or in
connection with the Revocable Grant Agreement and any other amounts owing under the
Regulatory Agreement or this Deed of Trust (collectively, the "Revocable Grant
Documents"). Said County Grant and other payments shall be due and payable as
provided in the Revocable Grant Agreement or other Revocable Grant Documents, as
applicable. The Revocable Grant Agreement and all its terms are incorporated herein by
reference, and this conveyance shall secure any and all extensions thereof, however
evidenced; and
(b) Payment of any sums advanced by Beneficiary to protect the Security
pursuant to the terms and provisions of this Deed of Trust following a breach of Trustor's
obligation to advance said sums and the expiration of any applicable cure period, with
interest thereon as provided herein; and
(c) Performance of every obligation, covenant or agreement of Trustor
contained herein and in the Regulatory Agreement and Declaration of Restrictive
Covenants of even date herewith, between the Beneficiary and Trustor, recorded against
the Property.
To protect the security of this deed of trust, trustor covenants and agrees: By the
execution and delivery of this Deed of Trust that Trustor will observe and perform said
provisions and the provisions (1) to (14), inclusive (set forth in Exhibit B), of the
fictitious deed of trust recorded in San Bernardino County on October 23, 1961, in Book
Packet Page. 573
2
1610\01\3695725.1
5567 Page 61, which provisions are incorporated herein and made apart hereof as fully as
though set forth herein at length; that Trustor will observe and perform said provisions;
and that the references to property, obligations and parties in said provisions shall be
construed to refer to the property, obligations, and parties set forth in this Deed of Trust.
The undersigned Trustor requests that a copy of any Notice of Default and of any
Notice of Sale hereunder be mailed to it at its address.
[Signature Page Follows]
Packet Page. 574
1
1610\01\3695725.1
IN WITNESS WHEREOF, Trustor has executed this Deed of Trust as of the first
date written above.
TRUSTOR:
City of San Bernardino, a California charter city
By: _________________________________
Rochelle Clayton, Acting City Manager
Date: _________________________________
Packet Page. 575
1610\01\3695725.1
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary
Public, personally appeared ______________________________________, who proved
to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed
the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on
the instrument the person(s), or the entity upon behalf of which the person(s) acted,
executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Name: Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
Packet Page. 576
1610\01\3695725.1 B-1
EXHIBIT A
LEGAL DESCRIPTION
All that certain real property situated in the County of San Bernardino, State of
California, described as follows:
LOT 4 AND THE EAST 10 ACRES OF LOT 5, BLOCK 43, RANCHO SAN
BERNARDINO, IN THE CITY OF SAN BERNARDINO, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED IN
BOOK 7, PAGE 2 OF MAPS, IN THE OFFICE OF THE RECORDER OF SAID
COUNTY.
EXCEPTING THEREFROM ANY MOBILE HOME LOCATED THEREON.
APN: 0278-191-30-0-000
Packet Page. 577
1610\01\3695725.1 B-1
EXHIBIT B
FICTITIOUS DEED OF TRUST PROVISIONS
To Protect the Security of This Deed of Trust, Trustor Agrees:
C.1 To keep said property in good condition and repair; not to remove or demolish
any building thereon; to complete or restore promptly in good and workmanlike manner any
building which may be constructed, damaged or destroyed thereon and to pay when due all
claims for labor performed and materials furnished therefor; to comply with all laws affecting
said property or requiring any alterations or improvements to be made thereon: not to commit or
permit waste thereof; not to commit, suffer or permit any act upon said property in violation of
law; to cultivate, irrigate, fertilize, prune and do all other acts which from the character or use of
said property may be reasonably necessary, the specific enumerations herein not excluding the
general.
C.2 To provide, maintain and deliver to Beneficiary fire insurance satisfactory to and
with loss payable to Beneficiary. Subject to Exhibit B, the amount collected under any fire or
other insurance policy may be applied by Beneficiary upon any indebtedness secured hereby and
in such order as Beneficiary may determine, or at option of Beneficiary the entire amount so
collected or any part thereof may be released to Trustor. Such application or release shall not
cure or waive any default hereunder or invalidated any act done pursuant to such notice.
C.3 To appear in and defend any action or proceeding purporting to affect the security
hereof or the rights or powers of Beneficiary or Trustee; and to pay all costs and expenses,
including cost of evidence of title and attorney’s fees in a reasonable sum, in any such actions or
proceeding in which Beneficiary or Trustee may appear, and in any suit brought by Beneficiary
to foreclose this Deed of Trust.
C.4 To pay: at least ten days before delinquency all taxes and assessments affecting
said property; when due, all encumbrances, charges and liens with interest, on said property or
any part thereof, which appear to be prior or superior hereto; all costs, fees and expenses of this
Deed of Trust.
Should Trustor fail to make any payment or to do any act as herein provided, the
Beneficiary or Trustee, but without obligation so to do and without notice to or demand upon
Trustor and without releasing Trustor from any obligation hereof, but subject to any applicable
notice and cure rights herein or in the Loan Documents, may: make or do the same in such
manner and to such extent as either may deem necessary to protect the security hereof,
Beneficiary or Trustee being authorized to enter upon said property for such purposes; appear in
and defend any action or proceeding purporting to affect the security hereof or the rights or
powers of Beneficiary or Trustee; pay, purchase, contest or compromise any encumbrance,
charge or lien which in the judgment of either appears to be prior to or superior hereto; and, in
exercising any such powers, pay necessary expenses, employ counsel and pay his reasonable
fees.
Packet Page. 578
1610\01\3695725.1 B-2
C.5 To pay immediately and without demand all sums so expended by Beneficiary or
Trustee, with interest from date of expenditure at amount allowed by law in effect at the date
hereof, and to pay for any statement provided for by law in effect at the date hereof regarding the
obligation secured hereby any amount demanded by the Beneficiary not to exceed the maximum
allowed by law at the time when said statement is demanded.
C.6 That any award of damages in connection with any condemnation for public use
or injury to said property or any part thereof is hereby assigned and shall be paid to Beneficiary
who may apply or release such moneys received by him/her them in the same manner and with
the same effect as above provided for disposition of proceeds of fire or other insurance.
C.7 That by accepting payment of any sum secured hereby after its due date,
Beneficiary does not waive its right either to require prompt payment when due all other sums so
secured or to declare default for failure so to pay.
C.8 That at any time or from time to time, without liability therefor and without
notice, upon written request of Beneficiary and presentation of this Deed of Trust and said Note
for endorsement, and without affecting the personal liability of any person for payment of the
indebtedness secured hereby, Trustee may; reconvey any part of said property, consent to the
making of any map or plat thereof; join in granting any easement thereon, or join in any
extension agreement or any agreement subordinating the lien or charge hereof.
C.9 That upon written request of Beneficiary stating that all sums secured hereby have
been paid, and upon surrender of this Deed of Trust and said Note to Trustee for cancellation and
retention and upon payment of its fees, Trustee shall reconvey, without warranty, the property
then held hereunder. The recitals in such reconveyance of any matters or facts shall be
conclusive proof of the truthfulness thereof. The grantee in such reconveyance may be described
as "the person or persons legally entitled thereto." Five years after issuance of such full
reconveyance, Trustee may destroy this document (unless directed in such request to retain it).
C.10 That as additional security, Trustor hereby gives to and confers upon Beneficiary
the right, power and authority, during the continuance of these Trusts, to collect the rents, issues
and profits of said property, reserving unto Trustor the right, prior to any default by Trustor in
payment of any indebtedness secured hereby or in performance of any agreement hereunder, to
collect and retain such rents, issues and profits as they become due and payable. Upon any such
default, Beneficiary may at any time without notice, either in person, by agent, or by a receiver
to be appointed by a court, and without regard to adequacy of any security for the indebtedness
hereby secured enter upon and take possession of said property or any part thereof, in
his/her/their own name sue for or otherwise collect such rents, issues and profits, including those
past due and unpaid, and apply the same, less costs and expenses of operation and collection,
including reasonable attorney's fees, upon any indebtedness secured hereby, and in such order as
Beneficiary may determine. The entering upon and taking possession of said property, the
collection of such rents issues and profits and the application thereof as aforesaid, shall not cure
or waive any default or notice of default hereunder or invalidate any act done pursuant to such
notice.
Packet Page. 579
1610\01\3695725.1 B-3
C.11 That upon default by trustor in payment of any indebtedness secured hereby or in
performance of any agreement hereunder, Beneficiary may declare all sums secured hereby
immediately due and payable by delivery to Trustee of written declaration of default and demand
for sale and of written notice of default and of election to cause to be sold said property, which
notice Trustee shall cause to be filed for record. Beneficiary also shall deposit with Trustee this
Deed of Trust, said Note and all documents evidencing expenditures secured hereby.
After the lapse of such time as may then be required by law following the recordation of
said notice of default, and notice of sale having been given as then required by law, Trustee,
without demand on Trustor, shall sell said property at the time and place fixed by it in said notice
of sale, either as a whole or in separate parcels, and in such order as it may determine, at public
auction to the highest bidder for cash in lawful money of the United States, payable at time of
sale. Trustee may postpone sale of all or any portion of said property by public announcement at
such time and place of sale and from time to time thereafter may postpone such sale by public
announcement at the time fixed by the preceding postponement. Trustee shall deliver to such
purchaser its deed conveying the property so sold, but without any covenant or warranty, express
or implied. The recitals in such deed of any matters of facts shall be conclusive proof of the
truthfulness thereof. Any person, including Trustor, Trustee, or Beneficiary as hereinafter
defined, may purchase at such sale.
After deducting all costs, fees and expenses of Trustee and of this Trust, including cost of
evidence of title in connection with sale, Trustee shall apply the proceeds of sale to payment of
all sums expended under the terms hereof, not the repaid, with accrued interest at the amount
allowed by law in effect at the date hereof; all other sums then secured hereby; and the
remainder, if any, to the person or persons legally entitled thereto.
C.12 Beneficiary, or any successor in ownership of any indebtedness secured hereby,
may from time to time, by instrument in writing, substitute a successor or successors to any
Trustee named herein or acting hereunder, which instrument executed by the Beneficiary and
duly acknowledged and recorded in the office of the recorder of the county or counties where
said property is situated, shall be conclusive proof of proper substitution of such successor
Trustee or Trustees, who shall, without conveyance from the Trustee predecessor, succeed to all
its title, estate, rights, powers and duties. Said instrument must contain the name of the original
Trustor, Trustee and Beneficiary hereunder, the book and page where this Deed of Trust is
recorded and the name and address of the new Trustee.
C.13 That this Deed of Trust applies to inures to the benefit of, and binds all parties
hereto, their heirs, legatees, devisees, administrators, executors, successors and assigns. The
term Beneficiary shall mean the owner and holder, including pledgees, of the Note secured
hereby, whether or not named as Beneficiary herein. In this Deed of Trust, whenever the context
so requires, the masculine gender includes the feminine and/or neuter, and the singular number
includes the plural.
C.14 That Trustee accepts this Deed of Trust when this Deed of Trust, duly executed
and acknowledged, is made a public record as provided by law. Trustee is not obligated to notify
Packet Page. 580
1610\01\3695725.1 B-4
any party hereto of pending sale under any other deed of trust or of any action or proceeding in
which Trustor, Beneficiary or Trustee shall be a party unless brought by Trustee.
Packet Page. 581
1610\01\3695726.2
[Attach Recorder's Cover Sheet]
REGULATORY AGREEMENT AND
DECLARATION OF RESTRICTIVE COVENANTS
(San Bernardino Navigation Center)
Packet Page. 582
Packet Page. 583
1
1610\01\3695726.2
REGULATORY AGREEMENT AND
DECLARATION OF RESTRICTIVE COVENANTS
(San Bernardino HOPE Campus Navigation Center)
This Regulatory Agreement and Declaration of Restrictive Covenants (the "Agreement")
is dated as of September __, 2024 ("Effective Date"), and is made and recorded by and between
the San Bernardino County, a political subdivision of the State of California (the "County") and
the City of San Bernardino, a California charter city (the "Grantee").
RECITALS
A. Capitalized terms used but not defined in these recitals are as defined in Article 1
of this Agreement.
B. Grantee and County are parties to that certain Revocable Grant Agreement, of
even date herewith, under which the County agreed to provide Grantee a grant of Three Million
Dollars ($3,000,000) (the "County Grant") to fund the development of the specified real property
described below for the purposes of increasing the community's supply of affordable housing.
C. The Grantee owns that certain real property located at 796 E. 6th Street, City of San
Bernardino, San Bernardino County, State of California, as further described on the attached
Exhibit A incorporated herein (the "Property"). The Grantee intends to convert the Property to a
a 200-bed housing-first, low-barrier, non-congregate navigation center for individuals and
families who are experiencing homelessness or who are at risk of homelessness (the "Housing
Improvements"). The Housing Improvements and the Property are referred to as the "Project."
NOW, THEREFORE, in consideration of the foregoing recitals, incorporated herein by
this reference, and the covenants and promises contained in this Agreement, the receipt and
sufficiency of which are hereby acknowledged, the Grantee declares as follows:
ARTICLE 1
DEFINITIONS
Section 1.1 Definitions.
When used in this Agreement, the following terms have the following meanings:
(a) "Agreement" means this Regulatory Agreement and Declaration of
Restrictive Covenants.
(b) "County Grant" has the meaning set forth in Recital B, above.
(c) "Beds" means the two hundred (200) beds, which are designated to
and restricted for occupancy by Eligible Participants.
(d) "Eligible Participants" means either At Risk of Homelessness
Households or Homeless Households, referred by the County's Office of Homeless Services
Packet Page. 584
2
1610\01\3695726.2
(OHS) through the Coordinated Entry System (CES) to Grantee. All those participating with
CES will need to apply to participate in the Homeless Management Information System (HMIS).
(e) "Homeless Household" means housing for individuals and families
who are experiencing homelessness, as defined in Section 578.3 of Title 24 of the Code of
Federal Regulation.
(f) "Housing First" has the meaning set forth in Section 8255 of the
Welfare and Institutions Code.
(g) "HUD" means the United States Department of Housing and
Urban Development.
(h) "Low-Barrier" means best practices to reduce barriers to entry
including, but not limited to: (1) the presence of partners if it is not a population-specific site,
such as for survivors of domestic violence or sexual assult, women, or youth; (2) allows pets; (3)
provides space for the storage of possessions; or (4) provides privacy, such as partitions around
beds in a dormitory setting or in larger rooms containing more than two beds, or private rooms.
(i) "Low Barrier Navigation Center" means a facility a Housing First,
low-barrier, service-enriched shelter focused on moving people into permanent housing that
provides temporary living facilities while case managers connect individuals experiencing
homelessness to income, public benefits, health services, shelter, where the participant is not
required to pay toward the cost of housing and which does not require occupants to sign leases or
occupancy agreements.
(j) "Revocable Grant Deed of Trust" means that certain Deed of Trust
with Assignment of Rents, Security Agreement, and Fixture Filing, of even date herewith,
among Grantee, as Trustor, First American Title Insurance Company, as trustee, and the County,
as beneficiary, that will encumber the Property to secure performance of the covenants of the
Regulatory Agreement and the Revocable Grant Agreement.
(k) "Term" means the term of this Agreement which commences as of
the Completion Date and ends ten (10) years thereafter, which is expected to terminate October
1, 20__.
ARTICLE 2
AFFORDABILITY AND OCCUPANCY COVENANTS
Section 2.1 Occupancy Requirements.
During the entire Term, two hundred (200) beds in the Project will be occupied by, or, if
vacant, available for occupancy by, Eligible Participants consistent with the terms of this
Agreement and in accordance with Housing First and Low Barrier principles. This is an
approach that offers shelter beds with the goal of finding permanent, affordable housing as
quickly as possible for individuals and families experiencing homelessness, and then provides
Packet Page. 585
3
1610\01\3695726.2
the supportive services and connections to the community-based supports people need to avoid
returning to homelessness. The Project must align and comply with the core components of
Housing First as defined in California Welfare and Institutions Code Section 8255(b).
Section 2.2 No Rent or Fees.
(a) Rent. During the entire Term, the Housing Improvements are
designated as a Low Barrier Navigation Center and, as such, Grantee hereby agrees to provide
the Housing Improvements to Eligible Participants at no cost to the occupants of the Housing
Improvements.
(b) Fees. During the entire Term, the Grantee may not charge any fee
to any occupant of the Housing Improvements for any housing or other services provided by
Grantee.
Section 2.3 Accessibility.
The Project will be operated at all times in compliance with all applicable federal, state,
and local disabled persons accessibility requirements. Grantee shall cause the Project to be
operated at all times in compliance with the provisions of: (1) the Unruh Act; (2) the California
Fair Employment and Housing Act; (3) Section 504 of the Rehabilitation Act of 1973; (4) the
United States Fair Housing Act, as amended; and (5) the Americans With Disabilities Act of
1990, which relate to disabled persons access. Grantee shall indemnify, protect, hold harmless
and defend (with counsel reasonably satisfactory to the County) the County, and its board
members, officers and employees, from all suits, actions, claims, causes of action, costs,
demands, judgments and liens arising out of Grantee's failure to comply with applicable legal
requirements related to housing for persons with disabilities. The provisions of this subsection
will survive expiration of the Term or other termination of this Agreement and remain in full
force and effect.
Section 2.4 Referrals.
(a) The Grantee agrees that all Housing Improvements will be
occupied by Eligible Participants through either City referrals or the CES referral process that
currently coordinates with the County Continuum of Care. The City may refer individuals to the
facility if they are entered into CES within 48 hours. All those participating with CES will need
to apply to participate in the Homeless Management Information System (HMIS). Grantee shall
provide the County, with the Grantee's written Eligible Participant selection plan (the "Tenant
Selection Plan"). For the duration of the Term of this Agreement, Grantee will make the Beds in
the Navigation Center available to Eligible Participants referred by the City or by the County in
compliance with the CES referrals coordinated with the County Continuum of Care without
further compensation.
(1) Grantee must work in collaboration with CES and County
Continuum of Care to ensure the screening, assessment, and referral of Eligible Participants.
Packet Page. 586
4
1610\01\3695726.2
(2) Grantee agrees to receive referrals from CES prior to providing
services with the exception of individuals receiving emergency assistance. In such cases,
immediate services can be provided, but individuals and/or families must be referred by Grantee
to CES for assessment and prioritization within seventy-two (72) hours. Grantee understands
that individuals and/or families may not be referred to Grantee and may be referred to another
service provider based upon the CES assessment.
Section 2.5 Reporting Requirements.
Grantee shall submit to the County: (a) not later than the forty-fifth (45th) day after the
close of each calendar year, or such other date as may be requested by the County, a signed copy
of the reporting information meeting the requirements set forth in the attached Exhibit B; and (b)
within fifteen (15) days after receipt of a written request, any other information or completed
forms requested by the County in order to comply with reporting requirements of HUD, the State
of California, and the County, as applicable.
Section 2.6 Additional Information.
Grantee shall provide any additional information reasonably requested by the County if
such information is required for reporting to an outside agency or the San Bernardino County
Board of Supervisors.
Section 2.7 Services Plan.
The Grantee shall execute a contract with a qualified and competent organization with
experience in providing on-site social services (“Service Provider”). The Grantee shall not be
considered in default if the services described in the section are not provided due to lack of
funding. Service Provider shall provide services to all occupants of the Housing Improvements
(the "Social Services") if and when funding is obtained by the Grantee. Grantee or the Service
Provider shall submit to the County a services plan which shall include written guidelines or
procedures for providing the Social Services (the "Services Plan"), and a budget for the provision
of Social Services (the "Services Budget") provided for informational purposes. For the entire
Term of this Agreement, Service Provider shall provide the Social Services in accordance with
the Services Plan and Services Budget as such may be amended at the Grantee's discretion.
ARTICLE 3
OPERATION OF THE DEVELOPMENT
Section 3.1 Use; Compliance with Standard Agreement.
During the Term, the Grantee shall at all times operate the Project as a Low Barrier
Navigation Center and shall at all times provide up to two hundred (200) Beds, in compliance
with the terms of this Agreement.
Section 3.2 Property Maintenance.
(a) Grantee shall maintain, for the entire Term of this Agreement, all interior
and exterior improvements, including landscaping, on the Property in good condition and repair
Packet Page. 587
5
1610\01\3695726.2
(and, as to landscaping, in a healthy condition) and in accordance with all applicable laws, rules,
ordinances, orders and regulations of all federal, state, county, municipal, and other
governmental agencies and bodies having or claiming jurisdiction and all their respective
departments, bureaus, and officials, and in a decent, safe, sanitary condition and in good repair.
(b) The County places prime importance on quality maintenance to protect its
investment and to ensure that all County-assisted projects are not allowed to deteriorate due to
below-average maintenance. Grantee shall make all repairs and replacements necessary to keep
the improvements in good condition and repair.
Section 3.3 On-Site Inspections.
The County may perform, or cause to be performed, an on-site inspection of the Housing
Improvements (subject to the rights of occupants) at least one (1) time per year upon twenty-four
(24) hours' notice during normal business hours solely to monitor compliance with this
Agreement. Grantee shall cooperate in making the Property available for such inspection.
Section 3.4 Taxes and Assessments.
As required and applicable, Grantee shall pay all real and personal property taxes,
assessments and charges and all franchise, income, employment, old age benefit, withholding,
sales, and other taxes assessed against it, or payable by it, at such times and in such manner as to
prevent any penalty from accruing, or any lien or charge from attaching to the Property;
provided, however, that Grantee may contest in good faith, any such taxes, assessments, or
charges. In the event Grantee exercises its right to contest any tax, assessment, or charge against
it, Grantee, on final determination of the proceeding or contest, will immediately pay or
discharge any decision or judgment rendered against it, together with all costs, charges and
interest.
Section 3.5 Management Responsibility.
The Grantee is responsible for all management functions with respect to the Project and
shall keep the property in decent, safe, sanitary, tenantable condition and repair, and to permit no
waste thereof. The County shall have no responsibility over management of the Project.
Grantee shall retain a professional property management company, to perform its management
duties hereunder. Upon County's request, Grantee shall submit to the County an initial proposed
Management Plan.
Section 3.6 Management Agent.
To the best of its ability, Grantee shall cause the Project to be managed by an experienced
management agent (the "Management Agent"), with a demonstrated ability to operate residential
facilities like the Project in a manner that will provide decent, safe, and sanitary housing. As
described in Section 2.7 above, Grantee shall retain the services of a Service Provider that shall
provide the necessary professional staff to meet the needs of the homeless population following
the Housing First model (ex. Case managers, Clinicians, medical staff, peer advocates,
Packet Page. 588
6
1610\01\3695726.2
employment specialists, and eligibility specialists). The Grantee shall endeavor to obtain
necessary funds to obtain all necessary services. However, Grantee is not in breach or default for
not obtaining the above described services due to lack of funding.
Section 3.7 Periodic Performance Review.
The County reserves the right to conduct a periodic review of the management practices
and financial status of the Project within thirty (30) days after each anniversary of the occupancy
date. The purpose of each periodic review will be to enable the County to determine if the
Project is being operated and managed in accordance with the requirements and standards of this
Agreement. Grantee shall cooperate with the County in such reviews.
Section 3.8 Replacement of Management Agent.
(a) If, as a result of a periodic review the County determines in its reasonable
judgment that Project is not being operated and managed in accordance with the material
requirements and standards of this Agreement or the Standard Agreement, the County shall
deliver notice to the Grantee of such operational issues which notice shall describe the County's
findings with specificity. The County staff and Grantee, and any partners of the Grantee, shall
meet in good faith to consider methods for improving the financial and operating status of the
Project, including, without limitation, replacement of the Management Agent.
(1) If, after such meeting, County staff recommends in writing the
replacement of the Management Agent, with the reasonable concurrence of the Grantee, the
Grantee shall dismiss the then Management Agent, and shall appoint as the Management Agent a
person or entity meeting the standards for a Management Agent set forth in subsection (a) above
and notify the County pursuant to subsection (a) above.
(b) Any contract for the operation or management of the Project entered into
by the Grantee shall provide that the contract can be terminated as set forth in Section 3.9(a)(1)
above.
Section 3.9 Nondiscrimination.
During the performance of this Agreement, Grantee and its subrecipients shall not
unlawfully discriminate, harass, or allow harassment against any employee or applicant for
employment because of sex (gender), sexual orientation, gender identity, gender expression,
race, color, ancestry, religion, creed, national origin (including language use restriction),
pregnancy, physical disability (including HIV and AIDS), mental disability, medical condition
(cancer/genetic characteristics), age (over 40), genetic information, marital status, military and
veteran status, and denial of medical and family care leave or pregnancy disability leave.
Grantee and sub-grantees shall ensure that the evaluation and treatment of their employees and
applicants for employment are free from such discrimination and harassment. Grantee and its
subrecipients shall comply with the provisions of California's laws against discriminatory
practices relating to specific groups: the California Fair Employment and Housing Act (FEHA)
(Gov. Code § 12900 et seq.); the regulations promulgated thereunder (Cal. Code Regs., tit. 2, §
11000 et seq.); and the provisions of Article 9.5, Chapter 1, Part 1, Division 3, Title 2 of the
Government Code (Gov. Code, §§ 11135 - 11139.5).
Packet Page. 589
7
1610\01\3695726.2
Section 3.10 Notice of Expiration of Term.
Prior to the expiration of the Term, Grantee, if Grantee is discontinuing the use of
Housing Improvements as a low barrier navigation center, shall provide by first-class mail,
postage prepaid, a notice to all residents containing the information and meeting the
requirements set forth in California Government Code Sections 65863.10 and 65863.11, as such
may be amended from time to time. If the Project is to be sold within the Term, the County shall
be provided a notice of right of first refusal within the one hundred eighty (180) day period that
qualified entities may purchase the Project.
Section 3.11 Covenants to Run With the Land.
The County hereby declares its express intent that the provisions this Agreement shall run
with the land and shall bind all successors in title to the Project; provided, however, that on the
expiration of the Term, said covenants and restrictions shall immediately and permanently
expire. Upon automatic expiration of the said covenants and restrictions included in this
Agreement, the County shall record a document, sufficiency approved by the Grantee,
documenting, acknowledging, and accepting said expiration.
Section 3.12 Enforcement by the County.
Subject to Section 2.8 of the Grant Agreement, if the Grantee fails to perform any
obligation under this Agreement, and fails to cure the default within thirty (30) days after the
County provided notice in writing of the default or, if the default cannot be cured within thirty
(30) days, failed to commence to cure within thirty (30) days and thereafter diligently pursue
such cure and complete such cure within one hundred and eighty (180) days, the County shall
have the right to enforce this Agreement by any remedy provided by law; including but not
limited to an action at law or equity to compel Grantee's performance of its obligations
hereunder, and/or for damages.
Section 3.13 Records.
Grantee shall maintain complete, accurate and current records pertaining to the Project,
and shall permit any duly authorized representative of the County to inspect records, including
records pertaining to Eligible Participants. All Eligible Participants lists, applications and
waiting lists relating to the Project are to be at all times: (a) separate and identifiable from any
other business of Grantee; (b) maintained in a reasonable condition for proper audit; and (c)
subject to examination during business hours by representatives of the County. Grantee shall
retain copies of all materials obtained or produced with respect to occupancy of the Units for a
period of at least five (5) years.
Packet Page. 590
8
1610\01\3695726.2
ARTICLE 4
MISCELLANEOUS
Section 4.1 Governing Law and Venue.
This Agreement is governed by the laws of the State of California and venue shall be in
San Bernardino County, California. Each party waives any law, statute (including, but not
limited to, Code of Civil Procedure section 394), or rule of court that would allow them to
request or demand a change of venue. If any third party brings an action or claims concerning the
Agreement, the parties hereto agree to use their best efforts to obtain a change of venue to the
Superior Court of California, San Bernardino County.
Section 4.2 Severability.
If any term of this Agreement is held by a court of competent jurisdiction to be invalid,
void or unenforceable, the remainder of the provisions shall continue in full force and effect
unless the rights and obligations of the parties have been materially altered or abridged by such
invalidation, voiding or unenforceability. The Parties to this Agreement, and their counsel, have
read and reviewed this Agreement and agree that any rule of construction to the effect that
ambiguities are to be resolved against the drafting party (including, but not limited to, Civil Code
Section 1654) shall not apply to this Agreement.
Section 4.3 Waiver of Requirements.
Any of the requirements of this Agreement may be expressly waived by the County in
writing, but no waiver by the County of any requirement of this Agreement shall, or shall be
deemed to, extend to or affect any other provision of this Agreement.
Section 4.4 Recording and Filing.
The County and Grantee shall cause this Agreement, and all amendments and
supplements to it, to be recorded against the Property in the Official Records of the County of
San Bernardino, in first lien position over all other agreements, covenants, liens, or other matters
of record on the Property.
Section 4.5 Amendments.
This Agreement may be amended only by a written instrument duly recorded in the
Official Records of San Bernardino County.
Section 4.6 Parties Bound.
Except as otherwise limited herein, the provisions of this Agreement shall be binding
upon and inure to the benefit of the Parties and their heirs, executors, administrators, legal
representatives, successors, and assigns. This Agreement is intended to run with the land and
shall bind Grantee and its successors and assigns in the Property and the Housing Improvements
Packet Page. 591
9
1610\01\3695726.2
for the entire Term, and the benefit hereof shall inure to the benefit of County and its successors
and assigns.
Section 4.7 Attorneys' Fees.
In the event that any party to this Agreement brings an action to interpret or enforce its
rights under this Agreement, each party, including the prevailing party in such action, shall bear
its own costs and expenses, including reasonable attorneys' fees in such action.
Section 4.8 Subordination.
This Agreement shall be recorded in a lien position approved by the County and shall not
be subordinated to any lien or encumbrance proposed to be recorded against the Property except
as allowed under Section 2.9 of the County Grant Agreement.
Section 4.9 Notice.
(a) Formal notices, demands, and communications between the Parties shall
be sufficiently given if and shall not be deemed given unless dispatched by registered or certified
mail, postage prepaid, return receipt requested, or delivered by express delivery service, return
receipt requested, or delivered personally, to the principal office of the Parties as follows:
County:
Community Development and Housing Department
San Bernardino County
560 East Hospitality Lane, Suite 200
San Bernardino, CA 92415-0043
Attn: Community Development and Housing Director
with copy to: Goldfarb & Lipman, LLP
1300 Clay Street, 11th Floor
Oakland, CA 94612
Attn: Rafael Yaquian
Grantee: City of San Bernardino
290 North D Street
San Bernardino, CA 92401
Attn: City Manager
with copy to: Office of City Attorney
290 North D Street, Third Floor
San Bernardino, CA 92401
Attn: Sonia R. Carvalho, City Attorney
(b) Any notice, demand or communication shall be deemed given, received,
made or communicated on the date personal delivery is effected or, if mailed in the manner
Packet Page. 592
10
1610\01\3695726.2
herein specified, on the delivery date or date delivery is refused by the addressee, as shown on
the return receipt. Either party may change its address at any time by giving written notice of
such change to Beneficiary or Trustor as the case may be, in the manner provided herein, at least
ten (10) days prior to the date such change is desired to be effective.
Section 4.10 Assignment by the County.
The County may assign its rights and obligations under this Agreement to any
instrumentality of the County or other public entity.
Section 4.11 Indemnification.
The Grantee agrees to indemnify, defend (with counsel reasonably approved by the
County) and hold harmless the County and its authorized officers, employees, agents, and
volunteers ("County Indemnitees") from any and all claims, actions, losses, damages, and/or
liability arising out of this Agreement from any cause whatsoever, including the acts, errors, or
omissions of any person and for any costs or expenses incurred by the County on account of any
claim except where such indemnification is prohibited by law. This indemnification provision
shall apply regardless of the existence or degree of fault of County Indemnitees. The Grantee's
indemnification obligation applies to County Indemnitees' active as well as passive negligence
but does not apply to the County Indemnitees' sole negligence or willful misconduct within the
meaning of Civil Code Section 2782. The provisions of this Section shall survive the expiration
of this Agreement and the provisions of this section shall remain in full force and effect.
Section 4.12 Term.
The provisions of this Agreement shall apply to the Project for the entire Term.
Section 4.13 No Third Party Beneficiaries.
No person other than the Grantee and the County is a party to this Agreement or shall be
entitled to any right or benefit hereunder, there shall be no third party beneficiaries to this
Agreement.
Section 4.14 Revival of Agreement after Foreclosure.
In the event there is a foreclosure of the Property, this Agreement will revive according to
its original terms if, during the Term, the owner of record before the foreclosure, or deed in lieu
of foreclosure, or any entity that includes the former owner or those with whom the former
owner has or had family or business ties, obtains an ownership interest in the Project or Property.
Section 4.15 Entire Understanding of the Parties.
This Agreement constitutes the entire understanding and agreement of the Parties with
respect to the County Grant and the operation of the Project.
Packet Page. 593
11
1610\01\3695726.2
Section 4.16 Multiple Originals; Counterparts.
This Agreement may be executed in multiple originals, each of which is deemed to be an
original, and may be signed in counterparts, and all of which taken together shall constitute this
Agreement.
[Signatures on following page.]
Packet Page. 594
Packet Page. 595
S-1
1610\01\3695726.2
IN WITNESS WHEREOF, this Agreement has been entered into by the undersigned as of the
date first written above.
COUNTY:
SAN BERNARDINO COUNTY, a political subdivision of the
State of California
By: ____________________________________
Luther Snoke, Chief Executive Officer
APPROVED AS TO LEGAL FORM:
TOM BUNTON
County Counsel
By: ____________________________________
Suzanne Bryant, Deputy County Counsel
Packet Page. 596
S-2
1610\01\3695726.2
GRANTEE:
City of San Bernardino, a California municipal
corporation
By: _________________________________
Rochelle Clayton, Acting City Manager
Date: _________________________________
Packet Page. 597
1610\01\3695726.2
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ____________________, who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and
acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies),
and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of
which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Name : Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
Packet Page. 598
1610\01\3695726.2
______________________________________
Name: ______________________________
Name: Notary Public
STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public,
personally appeared ____________________, who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and
acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies),
and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of
which the person(s) acted, executed the instrument.
I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Name: Notary Public
A notary public or other officer completing this certificate verifies only the
identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or validity of that document.
Packet Page. 599
A-1
1610\01\3695726.2
EXHIBIT A
LEGAL DESCRIPTION
All that certain real property situated in the County of San Bernardino, State of
California, described as follows:
LOT 4 AND THE EAST 10 ACRES OF LOT 5, BLOCK 43, RANCHO SAN
BERNARDINO, IN THE CITY OF SAN BERNARDINO, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED IN
BOOK 7, PAGE 2 OF MAPS, IN THE OFFICE OF THE RECORDER OF SAID
COUNTY.
EXCEPTING THEREFROM ANY MOBILE HOME LOCATED THEREON.
APN: 0278-191-30-0-000
Packet Page. 600
Packet Page. 601
C-1
1610\01\3695726.2
EXHIBIT B
REPORTING REQUIREMENTS
A. Data Reporting
1. Grantee will submit detailed reports containing, at minimum, the following information:
•Unduplicated number of homeless persons and households served;
•Unduplicated number of persons and households at imminent risk of homelessness
served;
•Number of instances of service;
•Increases in capacity for new and existing programs;
•Number of unsheltered homeless persons and homeless households becoming
sheltered; and
•Number of homeless persons and homeless households entering permanent housing.
2. Breakdowns will be expected for each activity (i.e. services, capital improvements, rental
assistance, etc.) and program type (i.e. emergency shelter, rapid re-housing, outreach,
etc.) for the supplemental reporting requirements listed above, when applicable. The
same information will also be requested specifically for the following subpopulations,
based on priorities defined by the U.S. Department of Housing and Urban Development:
•Chronically homeless
•Homeless veterans
•Unaccompanied homeless youth
•Homeless persons in families with children
3. Counts by subpopulation will not be required in cases where that information is
unavailable, but is expected in cases where client information is entered in the Homeless
Management Information System (HMIS).
B. Homeless Management Information System (HMIS)
HMIS is a local database application used to collect client-level data and data on the provision of
housing and services to homeless individuals and families and persons at risk of homelessness in
the County. Grantee must ensure that data on all persons served are entered into the countywide
HMIS. HMIS is managed and operated by the County OHS. HMIS technical and data standards
are set forth in the Final 2017 HMIS Data Standards, on file with the County.
1. Grantee shall enter into a Memorandum of Understanding (MOU) with the HMIS Lead
Agency where the Grantee agrees to share HMIS data with other County funded
agencies, unless prohibited by law.
2. Grantee is required to work with County (OHS) staff to ensure the timely and accurate
set-up of their HMIS program profile and to ensure the HMIS program profile is setup in
a manner that accurately captures the data pertinent to Grantee’s program. Grantee’s
Packet Page. 602
C-2
1610\01\3695726.2
program profile must be setup prior to Grantee submitting their first Grant Fund
Disbursement Request form.
3. Grantee shall submit a copy of HMIS reports, in a form to be provided by the County,
with the quarterly expenditure reports. In the case of Domestic Violence service
providers or other agencies prohibited from entering data into HMIS, documentation
from the HMIS lead agency certifying that the Grantee is using a comparable database
shall be delivered to the County. The contact information for the "HMIS Lead Agency"
is:
HMIS Lead / Kennedy Robin
San Bernardino County
Office of Homeless Services
560 E. Hospitality Lane, Suite 200
San Bernardino CA 92415-0044
Phone: 909-386-1924
4. Grantee must ensure all required data elements, as listed below, are entered into the
HMIS system for Eligible Participants, in a timely manner, and is inputted no later than
two (2) working days after program entry. Services rendered to clients must be entered
into HMIS no later than two (2) working days from date of service(s). All clients who
exit the program must have an updated status in HMIS within two (2) working days from
actual exit date. Failure to meet the above data inputting requirements will constitute a
violation of the terms and conditions of this Agreement. Grantee will be notified by
County (OHS) staff, and if not rectified, the Agreement may be terminated at the
County’s sole and absolute discretion.
5. In addition to the timely entry of HMIS data, Grantee is required to enter accurate and
complete data. The County will ensure Grantee adheres to Data Quality Standards, as
established by HUD, and data entry requirements, as set forth in the HMIS MOU and the
OHS Policy Handbook. The Data Quality Standards assess the data quality and
completeness of the following Data Elements entered:
1.Client Demographic Data
a) Name
b) Social Security Number
c) Date of Birth
d) Race
e) Ethnicity
f) Gender
g) Veteran Status
2.Universal Data
a) Disabling Condition
b) Project Start Date
c) Project Exit Date
d) Destination
e) Relationship to Head of Household
f) Client Location
g) Housing Move-in Date
Packet Page. 603
C-3
1610\01\3695726.2
h) Living Situation
3.Common Program Specific Data Elements
a) Income and Sources
b) Non-Cash Benefits
c) Health Insurance
d) Disability Elements
e) Physical Disability
f) Developmental Disability
g) Chronic Health Condition
h) HIV/AIDS
i) Mental Health Problem
j) Substance Abuse
k) Domestic Violence
l) Contact
m) Date of Engagement
n) Bed-Night Date
o) Housing Assessment Disposition
4.Data Timeliness
a) Entry Timeliness
b) Exit Timeliness
6. According to Data Quality Standards, Grantee is required to have a five-percent (5%) or
less error rate to ensure data accuracy and less than a five-day lapse in timeliness for
entry of data at time of client entry, services are rendered, and client exit. Any
performance benchmarks not meeting these standards will be captured on Grantee’s
HMIS Data Quality Report Sample, see Exhibit 5. The report will be generated by
Grantee and submitted quarterly with expenditure reports. OHS will review reports and
data deficiencies, if any, will be identified and discussed with Grantee to determine
methods to remediate and/or improve data quality scores.
7. If Grantee continues to not meet data entry and data quality benchmarks, as established
by HUD and set forth in the HMIS MOU and the OHS Policy Handbook, County may
terminate Agreement as set forth in CORRECTION OF PERFORMANCE
DEFICIENCIES Section.
8. Grantee agrees to provide the County and/or the State access to HMIS data collected and
entered into HMIS, upon request, and to participate in any statewide data initiative as
directed by the State including, but not limited to, a statewide data integration
environment.
Packet Page. 604
C-4
1610\01\3695726.2
Packet Page. 605
C-5
1610\01\3695726.2
Packet Page. 606
C-6
1610\01\3695726.2
Packet Page. 607
C-7
1610\01\3695726.2
C. Program Participant Eligibility
Grantee shall ensure that:
1. Eligible Participants meet the Homeless or At Risk of Homelessness definition as defined
in Section 578.3 of Title 24 of the Code of Federal Regulations:
2. Eligible Participants are referred by CES to Grantee.
3. Grantee coordinates Program enrollment and services in collaboration with CES.
D. Job Training and Employment
Grantee agrees to refer Eligible Participants that are eligible for job training and employment
services to the County of San Bernardino Workforce Development Department (WDD).
Grantee also agrees to refer eligible “work ready” clients to the County’s Community
Employment Pathways (CEP) program for job placement services. Number of participants
who have been referred to WDD and CEP will be reported on a quarterly basis by Grantee.
E. Staffing Requirements
Pursuant to the terms of Section 2.7, Grantee shall provide the necessary professional staff to
meet the needs of the homeless population following the Housing First model (e.g., case
managers, clinicians, medical staff, peer advocates, employment specialists, and eligibility
specialists). Grantee must have the readiness capacity to immediately perform and
administer homeless efforts through Grant Funding.
Packet Page. 608
2
3
0
9
DISCUSSION
City of San Bernardino
Request for Council Action
Date:September 4, 2024
To:Honorable Mayor and City Council Members
From:Rochelle Clayton, Acting City Manager
Department:City Manager's Office
Subject:Reaffirmation of Homelessness State of Emergency
Declaration (All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Adopt Resolution No. 2024-201, reaffirming the declaration of a Homelessness
State of Emergency; and
2. Direct the City Manager or designee the ability to take certain administrative
actions to streamline the provision of shelter to people experiencing
homelessness, including the waiver of purchasing or bidding for physical shelter
space.
Executive Summary
On February 1, 2023, the Mayor and City Council adopted Resolution No. 2023-028,
which declared a State of Homelessness Emergency, for a period of one year. The
sunset of the Proclamation of Emergency was on February 1, 2024. This resolution is
to reaffirm the State of Homelessness Emergency, which shall sunset on December
31, 2025, subject to being renewed.
Since the declaration in February 2023, the City has faced numerous obstacles in
battling the homeless crisis, including the Injunction against Homeless Encampment
Removal, imposed by Judge Hatter in May 2023. Since that time, the City has exhibited
an influx of Homeless Encampments in parks and open spaces. Due to the Injunction
and prohibition to move the un-housed, the crisis has increased exponentially.
Packet Page. 609
2
3
0
9
Background
Throughout the years, the City has maintained partnerships with several local
homeless service agencies to provide shelter, housing, and resources to the homeless
community, but despite best efforts, there has been little impact in mitigating
homelessness. The source of this issue is connected to the City’s shelter crisis. There
is insufficient capacity to shelter everyone experiencing homelessness.
Actions Taken to Address Homelessness
On October 31, 2022, the City hired Homeless Services Coordinator, Ashley Esquivel,
who is working closely with the Deputy Director of Housing & Homelessness,
Cassandra Searcy to develop methodologies that are consistent with best practices,
align with the County’s Continuum of Care System, and strengthen community
partnerships.
On December 7, 2022, Council approved over $25 million in ARPA funds for the
following homeless related initiatives:
•Public Health and Safety - FY 23 $613,678 for the remainder of the year with an
ongoing expense of approximately $1,076,158 in FY 24. During the first quarter
of FY 2023 the City added: 2 Lead Maintenance Workers, 2 Maintenance
Supervisors, and 8 Maintenance Worker I (FLEX) Funding to assist with
encampment clean-ups.
•Navigation Center - $12.45 million: Development of a 200-bed, low-barrier, non-
congregate facility that provides interim housing and onsite supportive services.
•Ongoing Operational Cost for Navigation Center - $4.5 million: Provides $1.5
million annually over the span of three (3) years.
•Homeless Outreach Team - $1.5 million: Dedicated street outreach to provide
City-wide comprehensive coverage to assist individuals experiencing
homelessness.
•Mobile Shower Expansion - $150,000: Partner with a non-profit organization to
expand mobile shower services throughout the City by operating a 28-foot-
long mobile shower trailer equipped with three (3) full-service restrooms and
laundry facility.
•Lutheran Social Services (LSSSC) - $5 million: The City is partnering with
LSSSC on a Homekey Round 3 project to expand shelter capacity and
develop a 140 bed, non-congregate interim housing and 20 permanent
supportive housing units for men and men with children.
In planning to build the City’s Navigation Center, The City’s Navigation Center, called
the San Bernardino Homeless Outreach, Prevention, and Education Campus (“HOPE
Campus” or “Navigation Center”), serves as the cornerstone of the City’s long-term
Packet Page. 610
2
3
0
9
strategy towards addressing homelessness. The HOPE Campus will offer interim
housing, recuperative care, and comprehensive onsite services that will connect the
City’s unsheltered population to a wide range of programs, social services, and
housing.
In addition to the aforementioned,to fund the construction and operation of the
Navigation Center, the Mayor and City Council have approved the following allocations:
•On December 7, 2022, the Mayor and City Council allocated $12,450,000 in
ARPA funds for the construction of the Navigation Center and $4,500,000 in
ARPA funds for the operation of the Navigation Center.
•On March 15, 2023, the Mayor and City Council approved an allocation of
$4,299,671 of HOME-ARP funds to assist with the design and construction of
the Navigation Center.
•On June 21, 2023, the Mayor and City Council adopted the FY 2023-24 Annual
Action Plan, which included an allocation of $1,901,365 in CDBG funds for the
Navigation Center.
•On July 19, 2023, the Mayor and City Council adopted Resolution No. 2023-
097, amending the City’s 2020-2023 Permanent Local Housing Allocation
(PLHA) Program funding to provide $4,355,241 towards the operating and/or
capital costs of the City’s Navigation Center.
•On October 4, 2023, the Mayor and City Council adopted Resolution No. 2023-
144 for the Strategic Initiatives, approving an annual allocation of $2,000,000
for Homelessness Services Sustainability beginning FY 2026/27.
•On November 1, 2023, the Mayor and City Council accepted $808,358.87 in
Homeless Housing, Assistance, and Prevention (HHAP) Round 3 grant funds
from the County of San Bernardino for the Navigation Center.
The City continues to work collectively with local stakeholders and government
agencies to streamline processes, leverage funding, and improve coordination and
collaboration.
Discussion
Emergency shelter and housing is a critical component of working towards the
resolution of the homeless crisis in San Bernardino, along with the wraparound social
support services.
Defining Emergency Housing
Emergency housing is housing in a permanent or temporary structure(s), occupied
during a declaration of a state of emergency, local emergency, or shelter crisis.
Currently, the Section 19.02.050 of the City’s Development Code defines “Emergency
Packet Page. 611
2
3
0
9
Shelter” as follows:
“As used in Government Code Sections 65582, 65583 and 65589.5 (Senate Bill 2),
and as defined in Health and Safety Code Section 50801(e), “emergency shelter”
means housing with minimal supportive services for homeless persons that is limited
to occupancy of six months or less by a homeless person. No individual or household
may be denied emergency shelter because of an inability to pay. Emergency shelters
shall be occupied only by homeless persons unable to pay for housing. Facilities
occupied by individuals who pay for their housing shall not be permitted as emergency
shelters. Also referred to as “homeless shelter,” “homeless facility,” or “social service
center with a residential component.’”
The City could consider adopting state-provided appendices related to emergency
housing. Emergency housing may include, but is not limited to, buildings and structures
constructed in accordance with the California Building Standards Code; emergency
sleeping units, emergency transportable units and structures constructed in
accordance with Appendix X of the California Residential Code.
•Dependent units used for sleeping.
•Site provided communal sanitary facilities.
The Adoption of California Residential Code Appendix X and California Building Code
Appendix O into Title 15 of the SBMC will provide construction standards for
developing emergency housing facilities in approved locations and a standard for third-
party projects impacting emergency housing/homelessness.
The Development Code currently allows Emergency Shelters as a “by-right” use at five
pre-defined Emergency Shelter Overlay Zone areas in the City that fall within the CH
– Commercial Heavy, IL – Industrial Light, and OIP – Office Industrial Park Zones,
consistent with California Government Code Section 65589.5. Emergency Shelters in
these areas are only required to obtain an Administrative Development Permit Type 1
and any necessary Building Permits. Chapter 19.10-E of the Development Code
outlines the Development and Operational Standards for the Emergency Shelter
Overlay Zone including but not limited to proximity to transit lines, maximum length of
stay, parking requirements, and the preparation of security and management plans.
For other areas outside the Emergency Shelter Overlay Zone, the Development Code
allows Emergency Shelters with the granting of a Conditional Use Permit (CUP) by the
Planning Commission within the CR-2 - Commercial Regional-Downtown and CH –
Commercial Heavy Zones. The Development Code does not currently allow for
Emergency Shelters within any residential zones. However, “Homeless Facilities” and
“Social Service Uses/Centers,” which may include overnight stays, are permitted with
a CUP in some residential zones.
In an effort to provide greater flexibility and a streamlined approval process for
Emergency Shelters, the City Council may consider amending the Development Code
Packet Page. 612
2
3
0
9
to allow Emergency Shelters with a CUP in additional zones and consider applying the
Emergency Shelter Overlay Zone to more properties as deemed appropriate. Possible
Zones to consider allowing Emergency Shelters by right, with a CUP or by applying the
Emergency Shelter Overlay Zone, could include the following:
Zoning District Requirement
(RH) Residential High Conditional Use Permit
(CO) Commercial Office Conditional Use Permit
(CG-1) Commercial General Conditional Use Permit
(IL) Industrial Light Permitted by-right
(PF) Public Facilities Permitted by-right
Once locations are identified, the City will create a map of allowable zones and will
also need to do the following:
•Create an ordinance to update Standards applicable to emergency homeless
shelters.
•Determine an alternate means of compliance concerning specific Fire Code
requirements that must at least meet the minimum fire/life safety and building
regulations identified by the City and San Bernardino County Fire Department
(i.e., occupancy rate, structural requirements, ventilation, etc.).
•Identify a plan/process for streamlining zoning regulations for privately-owned
or operated shelters, including administrative approval of conditional use
permits for shelters, allowing temporary shelters by-right on sites with an
approved assembly use and streamlining approval of City-sponsored shelters
on private property that may otherwise require zoning approvals.
Things the City Can Do by Declaring a Homelessness State of Emergency
If the City Council adopts the Homelessness State of Emergency Declaration, the
effective period of the Homelessness Crisis shall begin on February 1, 2023, and shall
end on February 1, 2024, with the City Council having to review the declaration every
60 days.
If passed, the Homelessness State of Emergency Declaration would yield several
consequences (see Gov. Code § 8630 et seq). First, the City Manager and/or Mayor
and City Council can promulgate, issue, and enforce rules, regulations, orders and
directives it considers necessary for the protection of life and property. Second, it would
expand some of the City Manager’s powers, allowing him to enter into contracts,
pursue grants and obtain emergency funding from state and federal entities to create
additional shelters, add interim housing, and obtain emergency funding as it becomes
available. Third, City workers would become designated disaster workers and may be
used for such purposes.
Packet Page. 613
2
3
0
9
Should the Declaration pass, the City Manager could be directed to do any or all of the
following:
•Prepare an ordinance adopting California Residential Code Appendix X and
California Building Code Appendix O to serve as alternative local standards and
procedures for the construction of homeless shelters if required, as well as their
operation.
•Prepare an interim ordinance (if required) to streamline zoning regulations for
privately-owned or operated shelters, including zoning administrator approval of
conditional use permits for shelters, allowing small temporary shelters by right
on sites with an approved assembly use, and streamlining approval of City-
sponsored shelters on private property that may otherwise require zoning
approvals.
•Help with the development of interim housing, tiny homes, and partnerships with
landlords to rent apartments, access land for temporary or permanent housing
structures, dispense funds, approve master leases and speed up permitting
processes. Certain purchases would not have to go out to bid and would not
require City Council approval.
2021-2025 Strategic Targets and Goals
Declaring a Homelessness State of Emergency will allow staff to identify opportunities
to streamline zoning regulations and explore an administrative approval of Conditional
Use Permits for Emergency Shelters and interim housing thereby allowing unhoused
individuals to exit off the streets into a clean and safe environment where they can
stabilize and get connected to resources and housing. This effort aligns with Key
Strategic Goal No. 3, Improved Quality of Life
Fiscal Impact
There is no fiscal impact to declaring a state of emergency. Declaring a State of
Emergency will allow the City to set policies and prepare Municipal Code changes for
City Council consideration to accelerate the development and operation of Emergency
Shelters and interim housing.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Adopt Resolution No. 2024-201, reaffirming the declaration of a Homelessness
State of Emergency; and
2. Direct the City Manager or designee the ability to take certain administrative
actions to streamline the provision of shelter to people experiencing
homelessness, including the waiver of purchasing or bidding for physical shelter
space.
Packet Page. 614
2
3
0
9
Attachments
Attachment 1 - Resolution No. 2023-028 Declaring a Homelessness State
of Emergency
Attachment 2 - Resolution No. 2024-201 Reaffirming a Homelessness
State of Emergency
Ward:
All Wards
Synopsis of Previous Council Actions:
August 4, 2021 Mayor and City Council received a report and discussed the
allocation of ARPA funds.
December 7, 2022 Mayor and City Council approved a Homelessness Solutions
Action Plan
December 7, 2022 Mayor and City Council authorized the use of over
$20,000,000 in ARPA funds for the development of a
Navigation Center, State of California Homekey Round 3
Projects, Homeless/Street Outreach and a Mobile Shower
Expansion.
December 7, 2022 Mayor and City Council approved $4.5 million to cover
operational expenses associated with the Navigation Center
of a three year span.
December 7, 2022 Mayor and City Council approved On December 7, 2022,
Council approved $613,678 in the first quarter of Fiscal Year
2023 to increase the number of Public Works employees to
assist with homeless encampment cleanups.
February 1, 2023 Mayor and City Council approved Resolution No. 2023-028
declaring a Homelessness State of Emergency.
Packet Page. 615
Packet Page. 616
Packet Page. 617
Packet Page. 618
Packet Page. 619
Packet Page. 620
Packet Page. 621
Resolution No. 2024-201
Resolution No. 2024-201
September 4, 2024
Page 1 of 6
5
4
5
3
RESOLUTION NO. 2024-201
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA
REAFFIRMING THE EXISTENCE OF A LOCAL
EMERGENCY CAUSED BY CONDITIONS AND
THREATENED CONDITIONS OF HOMELESSNESS
WITHIN THE CITY OF SAN BERNARDINO, WHICH IF
NOT CORRECTED, CONSTITUTES AN IMMINENT AND
PROXIMATE THREAT TO THE SAFETY OF PERSONS
AND PROPERTY IN THE CITY
WHEREAS, San Bernardino Municipal Code Section 2.46.050(A) designates the City
Manager as the Director of Emergency Services (“Director”); and
WHEREAS, San Bernardino Municipal Code Section 2.46.090(A)(1) empowers the
Director to request the Mayor and City Council to proclaim the existence or threatened existence
of a “local emergency”; and
WHEREAS, San Bernardino Municipal Code Section 2.46.020 defines an “emergency”
as an “actual or threatened existence of conditions of disaster or of extreme peril to the safety of
persons and property within [the] jurisdiction…which conditions are or are likely to be beyond the
control of services, personnel, equipment, and facilities of the City, requiring the combined forces
of other political subdivisions to combat”; and
WHEREAS, the California legislature has acknowledged the importance of combating
homelessness and the crisis of housing supply which is supported by California Labor Code
Section 1720(c)(4) where prevailing wage rates do not apply to the construction of rehabilitation
of affordable housing units for low or moderate income persons; and
WHEREAS, in efforts to combat the housing crisis, the California Legislature has
recognized that local governments play a key role in the development of affordable housing,
evidenced by California Government Code Section 65584, which mandates California cities,
towns and counties to undertake all necessary actions to promote and facilitate the development
of housing for its residents, for all income levels; and
WHEREAS, in conjunction with the State’s directives to combat homelessness and
address the housing crisis, the City of San Bernardino (“City”) has designated significant resources
to address homelessness in the City, but the threat to life and property remains at stake beyond the
control of the services, personnel, equipment, and facilities of this City, requiring the combined
forces of other political subdivisions to combat this crisis; and
WHEREAS, according to City’s 2024 Point in Time Count, the City has 1,417 homeless
individuals, of which 977 are unsheltered; and
Packet Page. 622
Resolution No. 2024-201
Resolution No. 2024-201
September 4, 2024
Page 2 of 6
5
4
5
3
WHEREAS, people experiencing homelessness suffer disproportionately from mental and
physical health ailments and require assistance from the City of San Bernardino, San Bernardino
County Behavior Health Department, and other local, state, and federal health agencies and non-
profit organizations to provide the necessary public services; and
WHEREAS, the homelessness crisis confronting the City has grown both incrementally
and exponentially, leading to death, illness, and deplorable living conditions; and
WHEREAS, the State of California’s COVID-19 State of Emergency, which has provided
resources to keep many San Bernardino residents from falling into homelessness, ended on
February 28, 2023, thus requiring immediate action in order to create replacement and additional
housing and shelter, and in order to support the necessary infrastructure and laws required to
protect and provide that shelter and housing; and
WHEREAS, the displacement of the number of people living on the streets of the City
today is a daily recurring emergency, empowering the City Council to declare a state of emergency,
no less than if the emergency was caused by an earthquake, fire, or flood; and
WHEREAS, the City’s ability to mobilize local resources, coordinate interagency response,
accelerate procurement of housing units, use mutual aid, and seek assistance and potential
reimbursement by the State and Federal governments will be critical to successfully responding to
this homelessness crisis; and
WHEREAS, during the pendency of the existence of a local emergency, the City Council
shall retain its full authority to consider a variety of City ordinances to codify the measures
necessary to address this homelessness crisis; and
WHEREAS, on October 27, 2022 the City Council conducted a Homeless Workshop; and
WHEREAS, on December 7, 2022, the Mayor and City Council allocated $12,450,000 in
ARPA funds for the construction of the Navigation Center and $4,500,000 in ARPA funds for the
operation of the Navigation Center; and
WHEREAS, on March 15, 2023, the Mayor and City Council approved an allocation of
$4,299,671 of HOME-ARP funds to assist with the design and construction of the Navigation
Center; and
WHEREAS, on June 21, 2023, the Mayor and City Council adopted the FY 2023-24
Annual Action Plan, which included an allocation of $1,901,365 in CDBG funds for the
Navigation Center; and
WHEREAS, on July 19, 2023, the Mayor and City Council adopted Resolution No. 2023-
097, amending the City’s 2020-2023 Permanent Local Housing Allocation (PLHA) Program
funding to provide $4,355,241 towards the operating and/or capital costs of the City’s Navigation
Center; and
Packet Page. 623
Resolution No. 2024-201
Resolution No. 2024-201
September 4, 2024
Page 3 of 6
5
4
5
3
WHEREAS, on October 4, 2023, the Mayor and City Council adopted Resolution No.
2023-144 for the Strategic Initiatives, approving an annual allocation of $2,000,000 for
Homelessness Services Sustainability beginning FY 2026/27; and
WHEREAS, on November 1, 2023, the Mayor and City Council accepted $808,358.87 in
Homeless Housing, Assistance, and Prevention (HHAP) Round 3 grant funds from the County of
San Bernardino for the Navigation Center; and
WHEREAS, the City’s Navigation Center, called the San Bernardino Homeless Outreach,
Prevention, and Education Campus (“HOPE Campus” or “Navigation Center”), serves as the
cornerstone of the City’s long-term strategy towards addressing homelessness; and
WHEREAS, the HOPE Campus will offer interim housing, recuperative care, and
comprehensive onsite services that will connect the City’s unsheltered population to a wide range
of programs, social services, and housing; and
WHEREAS, notwithstanding that the City Council has been and is acting with urgency,
including implementing of a Homeless Action Plan which provides a roadmap to house San
Bernardino residents and building an unprecedented number of supportive housing units and
shelter beds, an emergency declaration is necessary to mobilize resources, save lives, and provide
for the public health, welfare, and safety of all; and
WHEREAS, the City has responded to the rapid increase in its homeless population with
unprecedented investments into homelessness solutions, including a commitment of over $20
million from its American Rescue Plan Act resources to fund the Homeless Action Plan; and
WHEREAS, the magnitude of loss of life, the continued and disproportionate impact
of the COVID-19 pandemic, and the persistent discriminatory impacts of a lack of housing
warrant and necessitate that the City Council declare the existence of a local emergency; and
WHEREAS, the benefits of this emergency declaration, coupled with past and future
actions by the City Council to address the homelessness crisis, will help ensure that this local
emergency will be of a temporary nature.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1.The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2.Pursuant to California Government Code Section 8630 and San Bernardino
Municipal Code section 2.46.090(A)(1), the City Council hereby finds and proclaims the existence
of a local emergency caused by conditions or threatened conditions of homelessness in San
Bernardino which, if not corrected, constitutes a threat to the safety of persons and property within
the territorial limits of the City beyond the control of the services, personnel equipment, and
facilities of the City.
Packet Page. 624
Resolution No. 2024-201
Resolution No. 2024-201
September 4, 2024
Page 4 of 6
5
4
5
3
SECTION 3. The City Manager is hereby authorized to furnish information, to enter into
agreements, including, but not limited to, applications and agreements for grant funding, and to
take all actions necessary to obtain emergency assistance from State and federal agencies to
implement preventive measures to protect and preserve the City within the scope of the local
emergency hereby declared. Section 2.46.110 of the San Bernardino Municipal Code provides that
any expenditures made in connection with the emergency activities, including mutual aid
activities, shall be deemed conclusively to be for the direct protection and benefit of the inhabitants
and property of the City. City staff are hereby directed to provide the City Council with a report
of actions taken under this Resolution at the next practicable opportunity, and no less than on a
monthly basis.
SECTION 4. The City shall coordinate its efforts to address this proclaimed emergency
with the other local jurisdictions, the County of San Bernardino, the State of California, and the
federal government.
SECTION 5. The City of San Bernardino requests the Governor and State Legislature to
declare a state of emergency to combat homelessness and direct resources to support the efforts
of major cities in the State of California to address the problem.
SECTION 6. This Proclamation of Emergency shall sunset on December 31, 2025,
subject to being renewed. The setting of a specific time frame allows for actions to be taken to
make permanent, necessary structural changes. Pursuant to California Government Code Section
8630, the Mayor and City Council shall, by minute action, review the need for continuing the local
emergency at least once every 60 days until it terminates the local emergency.
SECTION 7.Pursuant to Government Code section 3100, in protection of the health and
safety and preservation of the lives and property of the people from emergencies which result in
conditions of extreme peril to life, property and resources, all public employees are hereby declared
disaster service workers subject to such disaster service activities as may be assigned to them by
their superiors or by law.
SECTION 8.The Mayor and City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not subject
to CEQA.
SECTION 9. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 10. Effective Date. This Resolution shall become effective immediately.
Packet Page. 625
Resolution No. 2024-201
Resolution No. 2024-201
September 4, 2024
Page 5 of 6
5
4
5
3
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 4th day of September 2024.
____________________________
Helen Tran, Mayor
City of San Bernardino
Attest:
__________________________________
Genoveva Rocha, CMC, City Clerk
Approved as to form:
__________________________________
Sonia R. Carvalho, City Attorney
Packet Page. 626
Resolution No. 2024-201
Resolution No. 2024-201
September 4, 2024
Page 6 of 6
5
4
5
3
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2024-201, adopted at a regular meeting held at the 4th day of September 2024 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 September
2024.
______________________________
Genoveva Rocha, CMC, City Clerk
Packet Page. 627