Banning City Council
December 10, 2024

RESOLUTION 2024-193

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BANNING, CALIFORNIA,

AMENDING THE CLASSIFICATION & COMPENSATION PLAN FOR THE CITY OF BANNING WHEREAS, it is necessary to amend the City’s Classification & Compensation Plan from time to time to maintain a current plan that reflects the nature of work, organizational structure, or otherwise; and
WHEREAS, the previous proposed reclassification of the Budget and Financial Analyst to a Sr. Accountant will be retracted and the Budget & Finance Analyst position will continue to be a funded position in the budget; and
WHEREAS, changes to job descriptions, job titles, and/or pay ranges require City Council approval.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Banning as follows:

SECTION 1. The City Council approves the retraction of the reclassification of the Budget and Financial Analyst position to a Sr. Accountant for Fiscal Year 2024-25: (1) Budget and Financial Analyst (T79) remain funded.

SECTION 2. The City Council authorizes the City Manager, or designee, to make necessary budget adjustments, appropriations, and transfers related to this resolution.

SECTION 3. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions.

PASSED, APPROVED AND ADOPTED this 10th day of December 2024.

Mayor
City of Banning
ATTEST:

Caroline Patton, Administrative City Clerk
City of Banning
914
Resolution 2024-193

APPROVED AS TO FORM:

Serita R. Young, City Attorney
Richards, Watson & Gershon
915
Resolution 2024-193

CERTIFICATION:

I, Caroline Patton, Administrative City Clerk of the City of Banning, California, do hereby certify that the foregoing Resolution 2024-193, was duly adopted by the City Council of the City of Banning, California, at a regular meeting thereof held on the 10th day of December 2024 by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Caroline Patton, Administrative City Clerk
City of Banning, California
916
Resolution 2024-193

Exhibit A
Budget & Finance Analyst Job Description
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CC August 27, 2019

JOB DESCRIPTION
TITLE: Budget & Financial Analyst  JOB CODE:

DEPARTMENT: Administrative Services  EFFECTIVE DATE:  07/01/2019 REPORTS TO: Deputy Finance Director  FLSA STATUS: Exempt SUPERVISES: N/A  UNION STATUS: Represented

JOB PURPOSE/SUMMARY
Under general direction of the Deputy Finance Director, performs a variety of duties supporting the finance department providing analysis, projections and recommendations on revenue, expenditures and financial policies; and to monitor, analyze and provide reports on the budget and financials of the City.

PERFORMANCE EXPECTATIONS
 Leadership: Contributes to a positive work culture consistent with the City of Banning Leadership Philosophy, actively welcomes new approaches to public service and supports change and process improvements at all levels within the organization.  Teamwork: Demonstrates ability and willingness to work collaboratively with a team.  Communication: Communicates effectively with peers, supervisors, subordinates, and individuals to who service is provided.

ABOUT THE CITY OF BANNING
The City of Banning is located in the San Gorgonio Pass area of Southern California. The community of over 30,000 people is diverse with income levels slightly lower than other areas of Riverside County. However, growth and development is occurring rapidly, which will create new jobs, increase the population and raise income levels. Our employees are the most important asset in preserving our Proud History, Creating a Prosperous Tomorrow, and in responding to the community’s needs. The City provides competitive salaries, outstanding benefits and professional growth opportunities.

CITY VISION
The City of Banning promotes and supports a high quality of life that ensures a safe and friendly environment, fosters new opportunities and provides responsible, fair treatment to all and is the pride of its citizens.

CORE VALUES
 Customer Service Excellence: We excel in what we do by staying responsive, flexible, patient, effective, and professional.
 Integrity: We are ethical, accountable and compliant with our responsibility to the public and community.
 Teamwork: We work together and maintain great communication and respect and foster a fun and enjoyable atmosphere to take pleasure in what we do.
 Yes-Minded: We recognize diversity and maintain a positive attitude to do all we can to serve the community in the safest and most responsible manner.
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ESSENTIAL FUNCTIONS
 Assist in developing annual operating and capital budget for assigned City departments; produce budget documents.
 Perform budget analyses and reporting functions, track and project current revenues including property, sales, permit, franchise and recreation fees, grant awards.  Monitor the budget and report on budget overruns, revenue shortfalls and other financial problems.  Prepare monthly, quarterly and annual budget and other financial reports.  Analyze, review and evaluate budget carryover and budget submittals for departments and associated funds; ensure compliance with budget procedures and policies.  Perform cost allocations base on cost allocation plan model.  Respond to inquiries and requests from management and other departments regarding budget/financial issues and special reports and analyses.  Monitor and analyze State and other local jurisdiction legislation that could impact local revenue.  Participate in the development, implementation and management of various database programs in order to support budgeting, tracking and analysis, and financial and performance reporting.  Provide training and support to staff regarding the use of the City’s financial system.  Assist in the development, collection and reporting of performance measures.  Provide assistance in the use of appropriate revenue and expenditure coding for payments.  Other duties and projects as assigned.

KNOWLEDGE OF:
 City organization, operations, policies and procedures.  City, County, State and Federal statutes, rules, regulations, ordinances, codes, administrative orders and other operational guidelines and directives.
 Principles and practices of budget development, execution and control to assure compliance with state/local regulations and stewardship of public funds  Financial record keeping and reporting principles and procedures.  Generally accepted accounting principles.
 Operational characteristics of computerized financial reporting programs.  Application computer software applications.

ABILITY TO:
 Read, understand, interpret and apply relevant City, County, State and Federal statutes, rules, regulations, ordinances, codes, administrative orders, policies and procedures and other operational guidelines and directives.
 Assess and prioritize multiple tasks, projects and/or demands.  Work within deadlines to complete projects and assignments.  Establish and maintain effective working relations with co-workers, staff, vendors, contractors, visitors, the general public and others having business with the City of Banning.  Skill in operating a personal computer utilizing a variety of software applications.  Assist in developing the operating and capital budget for the City.  Provide analysis, projections and recommendations on revenues, expenditures and financial policies.  Prepare clear and concise administrative and financial reports.  Summarize and communicate complex financial information to a variety of audiences  Communicate clearly and concisely, both orally and in writing.

MINIMUM QUALIFICATIONS
Education, Experience and Training
Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

Education: Equivalent to a Bachelor’s degree from an accredited college or university with major course work in finance, public or business administration, accounting or a related field, AND Experience: Three (3) years of increasingly responsible professional experience performing financial, budget analysis and/or preparation experience. Experience in a governmental agency is preferred. 919
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PHYSICAL AND ENVIRONMENTAL WORKING CONDITIONS
While performing the duties of this job, the employee is frequently required to walk, sit, talk, and hear. The employee is occasionally required to use hands to finger, handle, feel or operate objects, tools, or controls and reach with hands and arms. The employee is occasionally required to climb, balance, stoop, kneel, crouch, or crawl.

The employee must regularly lift and/or move up to ten (10) pounds, frequently lift and/or move up to twenty-five (25) pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus
The City of Banning is an equal opportunity employer.  All employees and candidates for employment will be recruited, selected, trained, promoted, compensated and, if necessary, disciplined or terminated without regard to sex/gender, race, national origin, religion, creed, color, marital status, veteran status, age, national origin, pregnancy, sexual orientation, gender identity, disability, genetic information or any other basis prohibited by law.

While requirements may be representative of minimum levels of knowledge, skills and abilities to perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently. This job description does not constitute an employment agreement between the Employer and Employee and is subject to change as the needs of the Employer and requirements of the job change. 920

CITY OF BANNING

STAFF REPORT
TO: CITY COUNCIL
FROM: Douglas Schulze, City Manager
PREPARED BY: Lincoln Bogard, Administrative Services Director MEETING DATE: December 10, 2024
SUBJECT: Consideration of Resolution 2024-194, Approving A Successor Memorandum of Understanding with the Teamsters Local 1932, Representing the Association of Mid-Management and Professional Employees, Effective July 1, 2024, through December 31, 2026, and Authorizing the City Manager to Finalize and Execute a Successor Agreement
RECOMMENDATION:

Adopt Resolution 2024-194.

BACKGROUND:

The City Council has previously approved a Tentative Agreement (TA) with Teamsters Local 1932 for the bargaining period of July 1, 2024, through December 31, 2026. The Council approved a TA with the group in Closed Session on November 12, 2024. The Teamsters Unit met and ratified that Tentative Agreement and now the Council is requested to accept the resulting successor Memorandum of Understanding (MOU).

JUSTIFICATION:

The City Council must ratify the MOUs for execution by the City Manager.

FISCAL IMPACT:

The fiscal impact was discussed with City Council in closed session.

ALTERNATIVES:

Do not adopt Resolution 2024-194 and provide staff alternate direction.

BUDGETED?:

No
CONTRACT/AGREEMENT:

Yes
ATTACHMENTS:

1. Resolution 2024-194, Teamsters MOU.docx

2. 12.1.24 Teamsters MOU 2024-2026 (Clean).docx
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Resolution 2024-194

RESOLUTION 2024-194

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BANNING, CALIFORNIA,

APPROVING A SUCCESSOR MEMORANDUM OF UNDERSTANDING WITH THE TEAMSTERS LOCAL 1932 REPRESENTING THE ASSOCIATION OF MID-MANAGEMENT AND PROFESSIONAL EMPLOYEES, EFFECTIVE JULY 1, 2024, THROUGH DECEMBER 31, 2026, AND AUTHORIZING THE CITY MANAGER TO FINALIZE AND EXECUTE A

SUCCESSOR AGREEMENT
WHEREAS, the City of Banning ("City") has formally recognized the Teamsters Local 1932 ("Teamsters') as the exclusive employee organization for the Association of MidManagement and Professional Employees bargaining unit; and WHEREAS, the prior Memorandum of Understanding ("MOU") between the City and the Teamsters expired on June 30, 2024; and
WHEREAS, the City labor representatives and Teamsters representatives have successfully met, conferred and signed a Tentative Agreement on the deal points for a successor MOU for the period of July 1, 2024, through December 31, 2026, pursuant to the Meyers-MiliasBrown Act (MMBA) (Gov't code Sections 3500-3511) and the City's Employer-Employee Relations Resolution 2010-45; and
WHEREAS, MMBA Section 3505.1 provides that: "If a tentative agreement is reached by the authorized representatives of the public agency and a recognized employee organization or recognized employee organizations, the governing body shall vote to accept or reject the tentative agreement within 30 days of the date it is first considered at a duly noticed public meeting. A decision by the governing body to reject the tentative agreement shall not bar the filing of a charge of unfair practice for failure to meet and confer in good faith. If the governing body adopts the tentative agreement, the parties shall jointly prepare a written memorandum of understanding"; and
WHEREAS, the Teamsters membership has ratified the Tentative Agreement for a successor MOU, where once approved by the governing body and the resulting final MOU is signed by the City Manager and Teamsters representatives becomes a binding agreement.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Banning as follows:

SECTION 1. The City Council hereby approves the Successor MOU between the City and Teamsters (Local 1932) representing the Association of Mid-Management and Professional Employees bargaining unit, for the period of July 1, 2024, through December 31, 2026.

SECTION 2. The City Council hereby authorizes and directs the City Manager or designee to finalize and execute the Successor MOU, based on the approved Tentative Agreements, on behalf of the City of Banning.

SECTION 3. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions. 922
Resolution 2024-194

PASSED, APPROVED AND ADOPTED this 10th day of December 2024.

Mayor
City of Banning
ATTEST:

Caroline Patton, Administrative City Clerk
City of Banning
APPROVED AS TO FORM:

Serita R. Young, City Attorney
Richards, Watson & Gershon
923
Resolution 2024-194

CERTIFICATION:

I, Caroline Patton, Administrative City Clerk of the City of Banning, California, do hereby certify that the foregoing Resolution 2024-194, was duly adopted by the City Council of the City of Banning, California, at a regular meeting thereof held on the 10th day of December 2024 by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Caroline Patton, Administrative City Clerk
City of Banning, California
924
Resolution 2024-194

EXHIBIT A
Teamsters Local 1932 Unit MOU for 2024-2026
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TEAMSTERS LOCAL 1932

MID-MANAGEMENT AND

PROFESSIONAL UNIT

MEMORANDUM OF

UNDERSTANDING
July 1, 2024 – December 31,
2026
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TABLE OF CONTENTS
ARTICLE 1– PREAMBLE..............................................................................................................................4 ARTICLE 2- CONTINUATION OF RULES & POLICIES............................................................................5 ARTICLE 3- EMPLOYEE RIGHTS.................................................................................................................5 ARTICLE 4 - MANAGEMENT RIGHTS .........................................................................................................6 ARTICLE 5- UNION DUES DEDUCTION......................................................................................................7 ARTICLE 6- UNION REPRESENTATIVES...................................................................................................8 ARTICLE 7 -BULLETIN BOARDS .................................................................................................................8 ARTICLE 8- MEMORANDUM OF UNDERSTANDING COPIES ..............................................................8 ARTICLE 9 – MEETINGS.................................................................................................................................8 ARTICLE 10 - HOURS OF WORK .................................................................................................................9 ARTICLE 11 · SALARIES, PERFORMANCE EVALUATIONS, RETIREMENT BENEFITS, AND EDUCATION INCENTIVE ............................................................................................................................. 10 ARTICLE 12- COMPENSATORY TIME, OVERTIME AND ON-CALL PAY ........................................ 14 ARTICLE 13 - ACTING PAY AND PROMOTION PAY............................................................................ 17 ARTICLE 14 - PAY FOR JURY DUTY & COURT APPEARANCES..................................................... 17 ARTICLE 15 - SAFETY, EQUIPMENT, AND TRAINING ........................................................................ 17 ARTICLE 16– MILEAGE, MEALS AND OTHER REIMBURSEMENTS ............................................... 18 ARTICLE 17 - TUITION, AND PROFESSIONAL TRAINING AND TRAVEL....................................... 19 ARTICLE 18 - SICK LEAVE ......................................................................................................................... 20 ARTICLE 19 - VACATION AND HOLIDAY LEAVE................................................................................. 21 ARTICLE 20 - CAFETERIA PLAN .............................................................................................................. 23 ARTICLE 21 - LAYOFFS AND RE-EMPLOYMENT................................................................................. 25 ARTICLE 22 - GRIEVANCE PROCEDURE............................................................................................... 27 ARTICLE 23- SAVINGS CLAUSE............................................................................................................... 28 ARTICLE 24 - COMPLETE AGREEMENT ................................................................................................ 28 ARTICLE 25 - RATIFICATION AND EXECUTION................................................................................... 28 928
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ARTICLE 1– PREAMBLE

1.1 - Parties. This Memorandum of Understanding (hereinafter "MOU") is entered into between The City of Banning, a municipal corporation (hereinafter "City") and Teamsters Local 1932 (hereinafter "Union"), a California nonprofit mutual benefit corporation and the recognized employee organization for the mid-management and professional unit of representation (the "Unit"), relative to wages, hours, and other terms and conditions of employment as provided by Sections 3500-3510 of the California Government Code, otherwise known as the Meyers-Milias-Brown Act.

1.2 - Employee Organization Recognition. The City continues to formally recognize the Union as the Exclusive Recognized Employee Organization representing employees in the Unit presently or hereafter employed by the City and eligible for inclusion in the Union. It is understood that this MOU shall constitute a bar to any petition or request for recognition of any unit which includes classifications of employees covered by this MOU or such petitions to represent such Unit members at any time during the initial term of this MOU. This provision shall not preclude employees from exercising their rights as may be provided by the Meyers-Milias-Brown Act or the Employer-Employee Relations Resolution of the City.

1.3 - MOU Term. Except as otherwise provided herein, this MOU between the City and the Teamsters relative to wages, hours, and other terms and conditions of employment shall be effective as of July 1, 2024 and shall remain in full force and effect until December 31, 2026 or until a successor MOU is adopted or impasse procedures are completed and the City Council approves unilateral implementation of its last, best and final offer, whichever occurs first.

1.4 - Unit Members. This MOU covers employees in the following classifications:

Administrative City Clerk Grants Program Manager
Assistant Civil Engineer Homeless Services Director
Associate Civil Engineer Management Analyst
Associate Civil Engineer w/Certification Planning Engineer Assistant Planner Principal Civil Engineer
Assistant Public Works Director/City Engineer Power Resources & Revenue Administrator Associate Electrical Engineer Public Works Program Manager Business Support Manager Public Works Superintendent
Capital Improvement Projects Manager Purchasing Manager CORE Manager Recreation Manager
Customer Service & Billing Manager Risk Management Analyst Customer Service Supervisor Senior Civil Engineer
Development Service Manager (Building Official) Senior Electrical Engineer Economic Development Manager Senior Planner
Electric Operations Manager Streets/Parks Maintenance Manager Electric Engineering Supervisor Transit Manager
Fleet Manager Water/Wastewater Superintendent
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ARTICLE 2- CONTINUATION OF RULES & POLICIES

2.1 - Governing Law. Subject to the terms of this MOU, all City Ordinances, Policies, Resolutions, Rules and Regulations, including the Personnel Rules and Regulations of the City of Banning, the Employer-Employee Relations Resolution; and the Administrative Policies of the City of Banning, or successor rules, shall remain in effect during the course of this MOU.

2.2 - Meet and Confer. The Union and the City agree to meet and confer during the term of this MOU over the adoption or revision of City Ordinances, Resolutions, Policies, Rules, Regulations, Administrative and/or Personnel Policies regarding mandatory subjects of negotiation pursuant to the Meyers-Milias-Brown Act, including but not limited to updating the City's Personnel Rules and the City's Employer- Employee Relations Resolution.

2.3 - Departmental Policies. The Union recognizes the right of the City to adopt new or revised departmental rules and regulations which are not in conflict with this MOU and which are not regarding mandatory subjects of negotiation. In adopting such new or revised departmental rules and regulations, the City shall receive and consider input, if any, submitted by Unit members. The process of making such input shall not delay the timely implementation of such rule. Such input shall generally be solicited as follows:

The City shall provide a draft of the proposed change to the B u s i n e s s A g e n t o f t h e L o c a l U n i o n . At the time of providing the draft, a time shall be set to meet and confer over the proposed change. Such date shall be no less than twenty-five (25) and no more than thirty-five (35) calendar days following date of presentation of the draft.

Within twenty (20) days following date of presentation, the Union shall provide copies of its comments to the Administrative Services Director/Deputy City Manager or his/her designee in writing. Failure to provide written comments within the twenty (20) day time period shall be deemed to be acceptance of the proposal as presented and termination of the requirement for further meet and confer.

If agreement is not reached on the proposal at the first meeting, a second meeting shall be held within fifteen (15) days thereafter. If an agreement is not reached at the second meeting as to a matter which is not a mandatory subject of meet and confer, the City may proceed with the adoption of the policy without further meetings.

The time limits set forth herein may be modified by the written agreement of the parties.

ARTICLE 3- EMPLOYEE RIGHTS

3.1 – Non-discrimination. The provisions of this MOU shall apply to all persons covered by this MOU without discrimination on account of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex (including pregnancy, childbirth and related medical conditions), age, sexual orientation, citizenship status or any other basis protected by applicable law, nor will there be any discrimination with respect to hiring, 930
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I
retention or any condition of employment because of membership or activities on behalf of the Union.

3.2 - Union Membership. The Union will accept into membership all eligible persons of the bargaining unit without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex (including pregnancy, childbirth and related medical conditions), age, sexual orientation, citizenship status or any other basis protected by applicable law.

3.3 - Rights Granted by State and Federal Law. Except as otherwise provided in this MOU, Unit members shall have all rights which may be exercised in accordance with State law, and applicable ordinances, resolutions, rules and regulations. However, Unit members shall not have the right to file a grievance for violation of any such law, ordinance, or resolution, except as specifically set forth herein.

3.4 - Additional Employee Rights. Unit members shall also have:

The right to form, join, and participate in activities of employee organizations of their own choosing for the purpose of representation on all matters of employer-employee relations.

The right to refuse to join, or to participate in the activities of employee organizations.

The right to be free from interference, intimidation, restraint, coercion, discrimination, or reprisal by other employees, employee organizations, management or supervisors, as a result of their exercise of rights indicated in sections (a) and (b) above.

ARTICLE 4 - MANAGEMENT RIGHTS

4.1 - City Rights. The Union recognizes and agrees that the City and its representatives have the responsibility and the authority to manage and direct all operations and activities of the City including, but not limited to, the exclusive right to determine the mission of its constituent departments, commissions and boards and the processes and the materials to be employed; the right to subcontract any work or operation; to expand or diminish services; to determine the procedures and standards of selection for employment and promotion; determine classifications; direct its employees; take disciplinary action; relieve its employees of duty because of lack of work or for other legitimate reasons; maintain the efficiency of governmental operations; determine the methods, means and personnel by which government operations are to be conducted and to assign work to employees; take all necessary actions to carry out its mission in emergencies; and, exercise complete control and discretion over its organization and work performance technology.

4.2 - Duty to Bargain Effects. When the decision to make the change is non-negotiable, but the effects of the decision are negotiable, the duty to provide notice and an opportunity to bargain arises at the time the decision is made and prior to taking action to implement the decision. 931
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ARTICLE 5- UNION DUES DEDUCTION

5.1 - Union is authorized to use payroll deductions for collecting employee organizational dues monthly.

5.2 - The employee's earnings must be regularly sufficient after other legal and required deductions are made to cover the amount of the dues deduction authorized. When an employee is in a nonpay status for an entire pay period, no withholding will be made to cover that pay period from future earnings.

5.3 - In the case of an employee who is in a non-pay status during only part of the pay period, and the salary is not sufficient to cover the full withholding, no deduction shall be made. In this connection, all other legal and required deductions have priority over Union dues.

5.4 - The Union shall have the sole and exclusive right to have membership dues and voluntary deductions deducted for employees covered under this Agreement, upon appropriate written authorization by such employees to the Union. Union shall advise the City in writing of the membership dues and voluntary deductions to be deducted for each member. Union shall notify the City in writing of any changes to employee deductions thirty (30) days prior to the effective date of such change. The Union shall, as soon as possible, notify the City in writing if any member of the bargaining unit revokes a membership dues and voluntary deduction authorization.

5.5 - Union shall notify the City in writing of any employee who hereinafter comes into the bargaining unit and who has provided appropriate written authorization to the Union. The City shall deduct the approved bi-weekly membership dues and voluntary deductions in the pay period following receiving written notification from the Union.

5.6 - Employees in these Units who are members of the Union may withdraw from the Union at any time by sending notice to the Union. Union shall immediately certify to the City to terminate dues and voluntary deductions for any such employees, consistent with applicable law. An employee's deduction authorization shall automatically be canceled if the employee leaves the employ of the City or is transferred out of the Unit.

5.7 - The aggregate amount of Union dues deductions by the City shall be transmitted monthly to the Union. The City shall provide the Union with a list each month indicating the dues deducted from the pay of any Unit member and those Unit members for whom no deduction was made pursuant to the provisions of Sections 5.2, 5.3, and 5.6.

5.8 - The Union shall indemnify, defend, and hold the City harmless against any claims made, and against any suit instituted, against the City arising from this Article, including on account of employee authorizations, revocations, deductions made, cancelled, or changed in reliance on the Union’s representations regarding employee dues and voluntary deduction authorizations. In addition, the Union shall refund to the City any amounts paid to it in error upon presentation of supporting evidence.
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ARTICLE 6- UNION REPRESENTATIVES
Three (3) Unit members selected by the Union may attend scheduled meetings with City management during regular hours without loss of pay, provided that such employees shall not leave their work station or assignment without first providing adequate notice to their supervisor. Additional employees who are not on duty may participate at no additional cost to the City. Such meetings shall be scheduled in a manner consistent with the City's operating requirements and work schedules. Nothing herein shall be deemed to preclude the scheduling of such meetings at hours other than such employee's regular working hours, in which event attendance shall be without pay.

ARTICLE 7 -BULLETIN BOARDS

7.1 - Authorized Postings. The City will furnish adequate bulletin board space where currently available. Only areas designated by the Human Resource Department may be used for posting notices. Bulletin boards may be used for the following notices:
a) Scheduled Union meetings, agenda and minutes. Information on Union elections and election results.
b) Information regarding Union special, credit association, recreational, and related bulletins. c) Reports of official business of the Union including reports of committees or the board of directors.
d) MOU, pay scales, job announcements, promotion lists, etc. e) Such other items as may be approved by the Human Resource Director upon request of the Union.

7.2 - Posted Notices. Posted notices shall not be defamatory or violate any of the City's policies, nor shall they advocate election or defeat of candidates for public office. All notices to be posted may be dated and signed by an authorized representative of the Union. The Union may give notices to Unit members through the use of the City mail system and/or the City computer e-mail system.

ARTICLE 8- MEMORANDUM OF UNDERSTANDING COPIES
After it has been executed by the parties, the City shall provide the Union with one (1) executed copy and one (1) electronic copy (PDF) of this MOU. Union shall be responsible for providing copies of this MOU to Unit members at Union's expense. City shall also provide a copy of the executed MOU to any Unit member hired or promoted into the Unit after the effective date of the MOU. The City may charge for any additional copies.

ARTICLE 9 – MEETINGS

9.1 - Items of Mutual Concern. Upon mutual agreement of both the City and the Union, the parties may meet to discuss items of mutual concern. A meeting conducted under this section shall not 933
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constitute a meet and confer or hearing under any grievance procedure.

9.2 - Use of City Facilities. The Union may be granted permission to use City facilities for the purpose of meeting with employees to conduct its internal affairs provided space for such meetings can be made available without interfering with City needs. Permission to use facilities must be obtained by the Union from the Administrative Services Director/Deputy City Manager or his/her designee. The Union shall be held fully responsible for any damages to and security of any facility that is used by the Union.

9.3 - Budget Oversight Committee. The City agrees t o the creation of a Budget Oversight Committee, with the Union entitled to appoint one (1) member. Said Committee shall have an equal number of members appointed by the City's recognized Employee Union and the City. Said Committee shall be advisory only to the City Manager. City shall determine the necessity of meetings.

9.4- Subcontracting Work. The City shall notify the Business Agent of the Local Union of its intention to subcontract work performed by employees covered by this MOU no later than the date bids are requested for said contract work. The Union may comment on the proposed subcontracting and may request a meeting under Article 9 to discuss it or if applicable may ask for a meet and confer on the effects.

ARTICLE 10 - HOURS OF WORK
The parties agree that the City has the right to return to its traditional five day work week eight hour work day (5/8) work schedule, maintain its current four day work week ten hour work day (4/10) work schedule, or implement a nine day every two work week eighty work week (9/80) work schedule for some or all Union represented employees as appropriate in the sole discretion of the City as determined by each Department Head and with City Manager approval. The City shall provide at least thirty calendar day notice of a change in work schedules. Union represented employees employed by the City as of January 1, 2025 currently working alternative work schedules as of January 1, 2025 who are required to return to working the traditional five day work week eight hour work day (5/8) work schedule shall receive an additional three percent (3%) base salary wage increase for the time period that they are required to work that particular traditional work schedule. The Union reserves the option to waive this thirty day notice period.

For Employees working a (9/80) work schedule, the work period shall begin four hours after the start time of his or her eight hour shift on the day that corresponds with the employee’s alternating regular day off such that the employee works four, nine-hour shifts and one four hour shift each seven-day work period. Employees working a traditional five day eight hour per work day (5/8) work week schedule or four day ten hour per work day (4/10) work week schedule will continue to maintain a week ending time of 11:59 pm on Sundays.
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ARTICLE 11 · SALARIES, PERFORMANCE EVALUATIONS, RETIREMENT BENEFITS, AND

EDUCATION INCENTIVE

11.1 - Salary classifications.

Unit classifications are assigned to salary ranges, as set forth below in accordance with the City's adopted Salary Table. Employees will be able to progress through the salary range as set forth in section 11.2.

CLASSIFICATION GRADE
Administrative City Clerk T79
Assistant Civil Engineer T68
Associate Civil Engineer T79
Associate Civil Engineer w/Certification T79
Assistant Planner T68
Assistant Public Works Director/City Engineer T100
Associate Electrical Engineer T85
Business Support Manager T90
Capital Improvement Projects Manager T85
CORE Manager T85
Customer Service & Billing Manager T85
Customer Service Supervisor T79
Development Service Manager (Building Official) T84
Economic Development Manager T85
Electric Operations Manager T100
Electric Engineering Supervisor T90
Fleet Manager T85
Grants Program Manager T73
Homeless Services Director T73
Management Analyst T73
Planning Engineer T76
Principal Civil Engineer N/A
Power Resources & Revenue Administrator T100
Public Works Program Manager T85
Public Works Superintendent T85
Purchasing Manager T85
Recreation Manager T81
Risk Management Analyst T64
Senior Civil Engineer T86
Senior Electrical Engineer N/A
Senior Planner T81
Streets/Parks Maintenance Manager T70
Transit Manager T85
Water/Wastewater Superintendent T90
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The City and the Union agree to meet and confer regarding the job description and salary range for the classification of Principal Civil Engineer at such time as the City desires to fund a position in that classification. The City reserves the right to fill the position with the current incumbent in the classification of Career Part-Time Associate Civil Engineer, or with any other qualified applicant, whichever best meets its needs at that time.

Targeted equity adjustments – Implement PSPC 2022 Total Compensation survey recommendations for Teamsters classifications. See attached effective October 26, 2022.

11.2 - Salaries, Performance Evaluations, Probationary Period & Assignment to Ranges. (a) Effective upon the first full pay period following City Council approval of the new MOU, there shall be a cost of living adjustment increase of salary of 2%. (b) Effective the first full pay period following January 1, 2025, there shall be a cost of living adjustment increase of salary that would be equal to the percentage change in CPI year over year from November 2023 to November 2024 for the Riverside-San Bernardino-Ontario CPI-U region as published by the U.S. Bureau of Labor Statistics up to a maximum of 4.0% (i.e. CPI percentage up to 4.0%) should the percentage change in CPI be above 2.0%. Should the percentage change in CPI be below 2.0%, then the cost of living adjustment increase of salary would be 2.0%. (c) Effective the first full pay period following January 1, 2026, there shall be a cost of living adjustment increase of salary that would be equal to the percentage change in CPI year over year from November 2024 to November 2025 for the Riverside-San Bernardino-Ontario CPI-U region as published by the U.S. Bureau of Labor Statistics up to a maximum of 4.0% (i.e. CPI percentage up to 4.0%) should the percentage change in CPI be above 2.0%. Should the percentage change in CPI be below 2.0%, then the cost of living adjustment increase of salary would be 2.0%.

This increase is for all Unit members still employed at the time this MOU is adopted by City Council.

Ranges with defined steps are shown on the salary schedule provided herewith. The salary table is calibrated in approximate 2.5% increments. Annual increases for satisfactory performance will be a minimum of two (2) steps or approximately 5%. Department Heads will have the option of granting a higher salary increase based on exceptional performance with approval of the City Manager. Unit members will continue to be evaluated using the employee performance evaluation form.

Employee shall be granted a step increase upon receiving a satisfactory overall evaluation on the City approved employee evaluation form OR such step increase will be automatically implemented if employee’s supervisor is thirty days late on giving such evaluation, retroactive to the due date of the evaluation.

A first denial of a step increase shall not be an allowable subject of the exercise of employee rights under the grievance procedure outlined herein.

An employee denied a step increase shall thereafter have monthly meetings to review his/her performance with his/her supervisor and shall have the City approved employee evaluation form completed no later than six (6) months after the date of the performance evaluation which led to the denial of the step increase. If the employee's overall performance is rated satisfactory, then 936
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the employee shall be granted the appropriate step increase effective the first pay period following the six-month re-evaluation period. Such step increase shall not be retroactive.

If the employee's performance continues to be unsatisfactory after the six month re-evaluation period, the employee shall be given a final denial of step increase for the remainder of the regular evaluation period. After this final denial the monthly meetings to review his/her performance with his/her supervisor shall continue until the employee's next annual review. Denial of a step increase under this subsection shall be subject to review by an Evaluation Review Committee. The Evaluation Review Committee shall be comprised of the Employee Relations Officer, a nonevaluating Department Head selected by the employee, and an Union business representative.The Evaluation Review Committee shall make any adjustment to the evaluation that it deems justified by majority vote and its decision shall be final with no other right of appeal or grievance on the matter.

An employee at the top of his or her range shall have his or her performance evaluated at least annually within thirty (30) days of her/her anniversary date.

11.3 - Probationary Period. Employee will pass probation at the end of the one year probation period upon satisfactory performance evaluation, or shall pass probation if employee’s supervisor does not provide the performance evaluation by the due date of such. The probationary period for promotions will remain at six (6) months.

Probation Extension on an employees’ initial probation can be extended if necessary, for a period not to exceed six (6) months. If extended, such action must be extended during initial probation period. Any extended period of absence from duty four continuous weeks (2 pay periods) or more for any reason except scheduled vacation, will automatically cause a probation period to be extended equal to the period of absence.

The City agrees that as soon as practicable, job specifications will be reviewed to determine any necessary changes in minimum education requirements.

11.4 - California Public Employees Retirement System ("CalPERS") Formulas.

All Unit members hired prior to December 11, 2012 will remain eligible to receive the CalPERS retirement plan known as "two and one-half at fifty- five" retirement (2.5% @ 55) formula for Miscellaneous Employees.

Beginning on or after December 11, 2012, the City implemented the 2% @ 60 retirement formula for miscellaneous new hires with average three years for calculation of final retirement benefit, which after January 1, 2013 shall only apply to new hires defined by CalPERS as "classic members." (Approved by City Council through side letter December 11, 2012.) Beginning January 1, 2013, new hires defined by CalPERS as "new members" shall receive the newly created 2% @ 62 retirement formula with average of three years for calculation of final retirement benefit. (Mandated by the Public Employees' Pension Reform Act of 2013.)

11.5 - Contributions to CalPERS.
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Effective January 1, 2013, all miscellaneous new hires defined by CalPERS as "new members" pay their full employee member contribution rate towards their CalPERS retirement benefit per the Public Employee’s Pension Reform Act of 2013 (rates vary per retirement formula).

Effective the first full pay period that included January 22, 2013, all Union represented employees began paying their full member contribution rate as well to their respective retirement plan with CalPERS and the City eliminated any and all Employer Paid Member Contributions.

11.6 - FICA. - Unit members shall pay the employee's portion of the Federal Insurance Contributions Act ("FICA") tax and the City shall be responsible for payment of the employer's portion.

11.7 - Disability.
a) Each Unit member shall pay the cost of membership in the State Disability Insurance or other long term disability insurance selected by the City. City agrees to offer a short term disability program at the employee’s expense provided that such short term disability program can be offered in conjunction with the City’s existing long term disability insurance and the Short Term Disability waiting period will reduce from 30 days to 7 days. b) An employee with sick leave accruals available may use their accruals in conjunction with STD/LTO benefits until exhausted. When sick leave is exhausted, an employee may use accumulated vacation leave and may also elect to use compensatory time to extend full pay as long as possible except when exempted by Human Resources Policy and the Family Leave Policy. An employee is prohibited from receiving more than 100% of salary in combined sick/vacation/comp time and the City mandated STD or LTD benefits.

11.8 - Direct Deposit. All Unit members shall be paid by direct deposit of their payroll check into an account of their choice, except those employees who either do not hold an account with a financial institution that offers direct deposit or who do not hold an account of any type. It shall be the responsibility of the employee to establish and maintain such account. When separation from the City is caused by death, payment of all outstanding compensation, including Salary and all remaining Sick Leave, Vacation, Comp Time or Holiday Time accruals shall be paid into the employee's direct deposit account the same as regular payroll.

11.9 - Residency Credit. All Unit members who reside within City limits shall receive one $150 per month per employee(s) discount against the cost of electric and water service during the period of such residence.

11.10 - Education Incentive. Unit members whose job specification does not require a bachelor's degree as a minimum requirement shall receive additional compensation of $200.00 per month for a Bachelor's Degree; employees who possess a Bachelor's Degree and a job related certificate shall receive $225.00 per month; employees who possess a Bachelor's Degree and a certification through a professional designation of official competency after taking a test or meeting established criteria by a universally recognized authority or association will receive $250.00 per month; employees who possess a Master's Degree will receive $275.00 per month; those employees who possess a Master's Degree and a certification through a professional designation of official competency after taking a test or meeting criteria established by a universally recognized authority 938
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of association shall receive $300.00 per month.

11.11 – Bilingual Pay. Employees who have been certified as being fluent in a language other than English, or sign language shall receive five percent (5%) premium pay, if the need for fluency is: (1) necessary for: the current position, and (2) use of the language for compensation has been previously approved by the employee's supervisor and the Human Resources Department. Qualifications shall be based upon certification of a certifying authority selected by the City. Each employee shall be reviewed annually for bilingual pay as part of the annual evaluation. Authorization and continuation of premium pay shall be at the sole discretion of the City. Nothing contained herein shall preclude the City from requiring proficiency in a second language as a minimum job qualification for any future employee or position.

11.12 – Longevity Pay. Effective the first full pay period following City Council adoption of the new MOU, Employees shall receive additional compensation, effective on the employee’s employment anniversary date, for Longevity as follows:
(a) Upon completion of ten (10) years of continuous service, employees will receive additional pay of one percent (1.0%) of base salary;
(b) Upon completion of fifteen (15) years of continuous service, employees will receive additional pay of one and one-half percent (total 1.5%) of base salary; (c) Upon completion of twenty (20) years of continuous service employees will receive additional pay of two percent (total 2.0%) of base salary.

The longevity pay described above is not “stacked,” e.g. an employee who has 20 years of continuous service or more would receive a total of 2.0% additional pay as longevity pay.

ARTICLE 12- COMPENSATORY TIME, OVERTIME AND ON-CALL PAY

12.1- Exempt Employees.

Except as outlined in Article 12.8, the following listed Unit classifications shall not receive overtime pay:

Administrative City Clerk
Assistant Civil Engineer
Associate Civil Engineer
Associate Civil Engineer w/Certification
Assistant Planner
Assistant Public Works Director/City Engineer
Associate Electrical Engineer
Business Support Manager
Capital Improvement Projects Manager
CORE Manager
Customer Service & Billing Manager
Customer Service Supervisor
Development Service Manager (Building Official)
Economic Development Manager
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Electric Operations Manager
Electric Engineering Supervisor
Fleet Manager
Homeless Services Director
Grants Program Manager
Management Analyst
Planning Engineer
Principal Civil Engineer
Power Resources & Revenue Administrator
Public Works Program Manager
Public Works Superintendent
Purchasing Manager
Recreation Manager
Risk Management Analyst
Senior Civil Engineer
Senior Electrical Engineer
Senior Planner
Streets/Parks Maintenance Manager
Transit Manager
Water/Wastewater Superintendent

12.2 - Non-Exempt Employees.

The following Unit members are entitled to receive overtime pay:

Assistant Planner
Associate Planner
Assistant Civil Engineer

12.3 - Compensated time off for Non-Exempt employees listed in Article 12.2:

Non-Exempt Unit members shall be paid for all overtime at the rate of time and one-half (1-112) for each hour worked, or they shall accrue compensatory time off hours at the rate of one and one-half hour (1-1/2) for each hour worked up to a maximum of two-hundred forty (240) hours.

Unit members may exercise the option to cash out a maximum of sixty (60) hours of compensatory time off per fiscal year.

12.4 - Hours Worked. For purposes of overtime calculation, "hours worked" for non- exempt Unit members shall include time spent in required court appearances as set forth in Article 14. All other hours paid for but not worked, including, but not limited to vacation, holiday, sick leave, on call time and compensatory time off shall not be counted as hours worked for overtime calculation.

12.5 - Non-Exempt Overtime. All work performed by Unit members listed in Article 12.2 in excess of forty (40) hours per week shall be paid at the rate of one and one half times (1-1/2) the employee's regular hourly base rate of pay, except for employees who choose to be compensated in additional compensatory time as outlined in Article 12.3. All overtime worked shall be authorized by a supervisor in advance of working overtime hours, if possible. Otherwise, the claim for overtime 940
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shall be subject to review by the Department Director.

12.6 - Non-Exempt On-Call Status. Only the employees listed in Article 12.2, the non FLSA exempt Unit members, shall be entitled to additional compensation for on call status. Unit members required to remain in an on call status shall, at employee's option, receive an additional eight (8) hours of compensatory time or pay at his/her regular rate for each week for such duty plus and additional one (1) hour for any week in which a holiday occurs. Unit members shall be entitled to receive the pro rata equivalent for any partial week.

When required to respond, Unit members shall receive, at employee's option, a minimum of two (2) hours of compensatory time or pay at his/her regular rate for any time worked during the first one (1) hour and compensatory time or pay at time and one-half (1-1/2) for each hour worked thereafter.

For purposes of this Article, Unit members shall be deemed to be in on call status only when all of the following conditions are met:

The appropriate Director has placed the employee in on call status by a notice in writing; The employee is required to respond to the City Yard or other designated location within a specified time not to exceed thirty (30) minutes; and,
While on call the employee is prohibited from engaging in any activity which may interfere with the employee's ability to respond to an emergency call and immediately commence the required job performance.

12.7 - CTO Cash-Out. In the event a Unit member terminates his or her employment, the City shall "cash out" the employee's accrued compensatory time. The employee shall be compensated for all such compensatory time at his/her then current, straight time rate of pay.

12.8 - Contract Overtime for Non-Exempt Employees. In assessing costs against such other agency for work performed by Unit members, the City shall assess compensation for such employee at the rate of one and one-half (1-1/2) times the regular rate of compensation. Represented employees shall receive in compensation the greater of that received from the third party agency for the employee's services or such compensation as he/she shall be otherwise entitled to under law and this MOU.

12.9 - Personal Leave. Unit members shall receive paid personal leave time accrued at a rate of

3.77 hours per pay period to compensate for time spent in excess of normal working hours in completing their responsibilities. This personal leave time shall be capped at a total of one hundred ninety-two (192) hours, at which time accrual shall cease until the unused balance of accrued time drops below the cap.
a) In the event a Unit member terminates his or her employment with the City, the employee shall be compensated for all accrued personal leave at his or her current rate of pay. b) Unit members may elect to receive cash in lieu of up to 60 hours of personal leave accrual each calendar year, subject to the terms and conditions set forth below. To receive cash in lieu of leave accrual, an employee must submit an irrevocable written election form no later than 941
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December 31st of the calendar year prior to the calendar year in which the employee wishes to receive cash in lieu of leave. The cash in lieu will be payable in the last pay period of November the following calendar year. Only leave hours already accrued in the calendar year for which an election is made may be cashed out. Cash-outs for leave hours accrued in a prior calendar year are not allowed. If a Unit member for any reason would not have accrued the full amount elected for cash-out during the current year, the cash-out amount will be reduced accordingly. Employees may choose to have the cash-out amount made as an employee contribution to the 457 Deferred Compensation Plan, subject to the applicable elective contribution limits imposed by IRS regulations.

ARTICLE 13 - ACTING PAY AND PROMOTION PAY

13.1 - Unit members temporarily assigned by management to fill a vacancy in a higher classification, when the vacancy is created by a departure, or when the incumbent is absent in excess of twenty (20) work days, shall be compensated from the first day working such assignment, and consecutive days worked thereafter, at the lowest pay range of the incumbent which is at least five percent (5%) above the acting employee's normal rate of compensation while working in the higher classification. The conditions of this subsection are a prerequisite to the receipt of any higher acting pay. At such time as an employee is no longer performing work out of his permanent classification, he/she shall be compensated at his/her regular rate of pay for his/her permanent classification.

13.2 - Unit members promoted to work in a higher classification shall be paid five percent (5%) more than the employee received in the lower classification.

13.3 - Temporary assignments to perform work out of a Unit member's permanent classification shall be limited in duration to 960-hours in any one (1) year. A time extension to the temporary assignment beyond the initial six months may be made with the concurrence of the Union in writing.

ARTICLE 14 - PAY FOR JURY DUTY & COURT APPEARANCES
Any Unit member who shall be summoned for attendance to any court for jury duty during his/her normal working hours shall be deemed to be on duty and there shall be no loss of salary, but any jury fees received by him/her shall be paid into the City treasury. Any employee, who shall be called as a witness arising out of and in the course of his/her City employment, shall be deemed to be on duty and there shall be no loss of salary, but any witness fees received by him/her shall be paid into the City treasury. An employee absent as a witness in a private matter shall not be entitled to be paid during such absence, but he/she may, however, use vacation leave, holiday leave, personal leave or compensatory leave for such absence.

ARTICLE 15 - SAFETY, EQUIPMENT, AND TRAINING

15.1 - The City will provide Unit members safety equipment in accordance with California State Law. Effective the first full pay period in January, 2013, and annually thereafter, the City shall 942
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provide a yearly boot/safety shoe allowance of two-hundred fifty dollars ($250) to each employee who is required, by nature of his/her work to wear a specific type/style of shoe or boot.

An approved shoe/boot is one which meets the minimum standards as determined by the department head. Departmental standards shall not be less than those which may be required by CAL/OSHA. Employees shall wear approved shoes/boots during working hours where required by work conditions.

15.2 - The City shall reimburse Unit members the reasonable replacement value of personal property destroyed in the course and scope of their employment. The employee shall make application for reimbursement by presenting to the appropriate supervisor the damaged or destroyed article. Personal property subject to this provision consists of personal property necessary to fulfill the employee's job duties and that is approved in advance for use on the job.

Replacement for prescription eyewear is limited to two-hundred dollars ($200) per pair per year.

Replacement for watches is limited to one-hundred dollars ($100) per year. Replacement of items will be secondary to any applicable insurance.

15.3 - A Joint Safety and Training Committee shall be continued. a) Joint Safety and Training Committee. The Committee shall consist of an equal number of members appointed by the City and the Union. The Committee shall be advisory only. The Committee shall meet on a regular basis, but not less than once per quarter. The Union and City may agree to meet more frequently on a regular or special basis. The Committee may review work practices, training, procedures and rules and may recommend changes in the interest of health and safety. The Committee may review all serious accidents, injuries or fatalities, and include recommendations resulting from its review in the Committee's minutes.
b) Reporting. Minutes of all Committee meetings shall be posted on Unionbulletin boards, with copies to the Human Resource Department and to the Business Agent of the Local Union, within five (5) working days after the Committee meeting. Specific questions submitted either to the Committees or by the Committees to City Management will be responded to within a reasonable time and the answers posted on Union bulletin boards. c) Findings. Proceedings of the Committee shall be completely independent of any disciplinary action and the Committee's findings shall not be entered into the record of any such disciplinary proceedings.

ARTICLE 16– MILEAGE, MEALS AND OTHER REIMBURSEMENTS

16.1 - Effective the first full pay period following Council approval of new MOU, employees who do not have a City vehicle assigned to them for use during their working time and who have submitted the required information and documents related to vehicle use for work will be provided with a three-fifty ($350) per month vehicle allowance under this section. The City also provides employees with mileage reimbursements as provided in the Administrative Policy E-1 dated September 1, 2001, except that AP E-1 item C.4 was amended as follows: mileage for trips exceeding forty (40) miles round trip shall be reimbursable at the current IRS rate for total trip mileage that exceeds forty (40) miles, an employee may only request r eimbursement for 943
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expenses equal to or greater than twenty dollars ($20) and an employee must keep record of the mileage or aggregate from multiple trips to establish the twenty dollar ($20) minimum.

16.2 - All Unit members receiving such vehicle allowance shall name the City as an additional named insured on any policy of insurance providing coverage for the vehicle used by the employee for the purposes set forth herein. Proof of current insurance shall be available upon request.

16.3 - Unit members assigned a take home vehicle shall be reimbursed for use of their own vehicle for authorized City business at the rate set by the Internal Revenue Service.

16.4 - Unit members shall be reimbursed for meals as per the Administrative Policies of the City and in compliance with IRS rules, whichever is more current.

16.5 - The City shall bear the full cost of any fidelity or other bonds required of Unit members under any law or ordinance.

ARTICLE 17 - TUITION, AND PROFESSIONAL TRAINING AND TRAVEL

17.1 - Qualifications. Maximum reimbursement to all permanent employee Unit members shall be four thousand five hundred dollars ($4,500) per fiscal year for tuition and required books related to classes qualified for tuition reimbursement. Tuition paid will be reimbursed for courses approved by the Department Head and taken in an accredited educational institution provided that:

The subject matter of the course relates to obtaining a degree, including prerequisites, or relates directly to and contributes toward the employee's position with the City.

The employee has received at least a competent proficiency rating on the last evaluation report.

The employee has furnished evidence that the course has been completed with at least a 'C' grade or "pass" grade, verified by Human Resources.

17.2 - Reimbursement.

Requests for reimbursement must be completed and returned to the Human Resources Department within three (3) weeks after receipt of course completion documentation. (No reimbursement will be made without bona fide receipts or documentation.) Reimbursements will be made only after proof of completion of course with minimum 'C' average or "pass" and satisfactory receipts of payment for tuition are approved by the Human Resources Department.

17.3 - Training. The City hereby agrees to pay, as outlined in Article 16, the travel and subsistence expenses of Unit members for professional and official travel, meetings, and occasions required to continue the professional development of Unit members and to adequately pursue necessary official and other functions of the City, including but not limited to annual state conference of the California League of Cities, and such other national, regional, state and local governmental groups provided it is budgeted in the annual operations budget. Time spent in City required and 944
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approved training or conferences, including travel time shall be included as time worked in accordance with FLSA standards. The City shall not pay for the costs incurred to meet minimum job requirements. Reimbursement for meals, lodging or travel are subject to IRS rules for reporting compensation through payroll or reimbursement through accounts payable.

17.4 – Tools. The City hereby agrees to finance at no interest the purchase of any job- related tools or equipment that serve the professional development of any Unit members over the term of this MOU. Such tools and equipment shall be approved in advance by the Human Resource Department. Repayment to the City by the Unit member shall be made by payroll deductions until the amount loaned is completely repaid. The maximum period for repayment shall be two (2) years.

ARTICLE 18 - SICK LEAVE

18.1 - Sick Leave Accrual. Unit members shall accrue three and sixty-nine hundredth (3.69) hours of sick leave per pay period. Sick leave shall accrue up to a cap of four hundred (400) hours.

Leave banks can be utilized for time off or for conversions per provisions in the MOU.

18.2 - Use of Sick Leave. Sick leave shall be granted only where consistent with the City's Sick Leave policy (currently AP-01), except as otherwise provided in the Family Medical Leave Act and Pregnancy Leave policies of the City (currently AP-02).

18.3 - Elective Sick Leave Cash Out
Unit members may elect to receive cash in lieu of up to 96 hours of sick leave accrual each calendar year, subject to the terms and conditions set forth below. To receive cash in lieu of leave accrual, an employee must submit an irrevocable written election form no later than December 31st of the calendar year prior to the calendar year in which the employee wishes to receive cash in lieu of leave.

The cash out must not reduce the employee’s available sick leave bank at the time of the cash-out below eighty (80) hours. The cash in lieu will be payable in the last pay period of November the following calendar year. Only leave hours already accrued in the calendar year for which an election is made may be cashed out. Cash-outs for leave hours accrued in a prior calendar year are not allowed. If a Unit member for any reason would not have accrued the full amount elected for cash-out during the current year, the cash-out amount will be reduced accordingly. Employees may choose to have the cash-out amount made as an employee contribution to the 457 Deferred Compensation Plan or to the Retiree Health Savings plan, subject to any applicable elective contribution limits imposed by IRS regulations.

Sick Leave Upon Separation. Upon separation, service retirement, disability retirement, or termination, a Unit member shall be eligible to receive a cash payment for accrued sick leave in the "Banks" in an amount equivalent to straight time, to a maximum of ninety-six (96) hours. After ten (10) years of continuous City service, all hours accrued in the “Bank,” less the total hours cashed out in 18.3, shall be eligible for conversion to cash in an amount equivalent to thirty percent (30%) of such unused sick leave. After twenty (20) years of continuous City service, a represented employee shall be eligible to convert to cash an amount equivalent to fifty percent (50%) of all unused sick leave.

Such reimbursement to be computed based upon the employees' final compensation rate. (See AP01.) Sick Leave Conversion. Beginning with the eleventh (11) year of City service, Unit members may 945
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convert the value of the total amount of their sick leave bank minus forty (40) hours to either Deferred Compensation or the Retiree Health Savings via an irrevocable election. Conversion forms are due no later than November 1st of the eleventh year of service. The irrevocable option will be converted the following calendar year in the pay period that includes January 1st.

18.4 - Bereavement. All Unit members covered by this MOU are granted bereavement leave.

In the event of the death of a member of their family, including spouse, domestic partner, mother, father, brother, sister, child, stepchild, grandchild, or grandparent of the employee or any one of the same relatives of the employee's spouse or domestic partner, the employee shall be allowed f i v e d a y s , thirty (30) hours of w h i c h a r e w i t h p a y , bereavement leave for each death of a family member. For the unpaid time between the 30 hours and five days, an employee may use vacation, compensatory time, sick leave, or any other paid leave that would otherwise be available. In the event of the death of a spouse or multiple family deaths occurring within a twenty-four (24) hour period, the employee shall be allowed forty (40) hours of bereavement leave.

18.5 - Bereavement- Use of Leave Balances. In addition to the foregoing bereavement leave, the Unit member may also utilize up to twenty (20) hours from accrued sick leave, if there is a death of a family member and up to forty (40) hours from accrued sick leave in the event of the death of a spouse or multiple family deaths. If the employee has insufficient accumulated sick leave to exercise this option, then the employee may utilize accrued vacation, or compensated time off for the additional bereavement leave.

18.6 - Administrative Leave. Employees will be granted paid time off based on their regular work schedule. Employees will be compensated for holidays while they are on paid administrative leave.

ARTICLE 19 - VACATION AND HOLIDAY LEAVE.

19.1 - Vacation Leave Accruals. Unit member vacation leave shall accrue in accordance with the following schedules:
(a) One (1) through four (4) years of service:

Ten (10) eight (8) hour days per year = three and eight hundredth (3.08) hours per pay period
(b) Beginning the fifth (5th) year through the ninth (9th) year:

Fifteen (15) eight (8) hour days per year = four and sixty-two hundredth (4.62) hours per pay period
(c) Beginning the tenth (10th) year & thereafter:

Twenty (20) eight (8) hour days per year= six and fifteen hundredth (6.15) hours per pay period

19.2 – Maximum Vacation Leave Accrual. Vacation leave may be accrued to a maximum of threehundred twenty (320) hours. If an employee has accumulated the maximum allowed under this Article, said employee will receive no further vacation leave accruals until said employees uses a portion of his/her vacation leave and his/her vacation leave accruals have been reduced below the maximum.

There shall be no retroactive receipt of any vacation leave lost as a result of this Article.

19.3 - Vacation Leave Approval Required. Vacation leave may be taken with approval of the employee's supervisor, and as otherwise consistent with the policies of the City. Vacation leave 946
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may be taken at any time after six (6) months of City employment. Vacation leave taken shall not be in excess of that actually accrued at the time such vacation leave is taken. Vacation leave must be approved a minimum of fourteen (14) days in advance of the first day of such vacation. Exceptions may be made to the fourteen (14) day notice requirement for emergencies or at the discretion of the employee's supervisor.

19.4 - Vacation Leave Payment upon Termination. Any Unit member who has been in continuous full-time service of the City for a period 960 hours, who is about to. terminate his or her employment, and has earned vacation leave to his/her credit, shall be paid for such vacation leave within one payroll period of the effective date of such termination.

19.5 – Elective Vacation Leave Cash Out. Unit members may elect to receive cash in lieu of up to 80 hours of vacation leave accrual each calendar year, subject to the terms and conditions set forth below.

To receive cash in lieu of leave accrual, an employee must submit an irrevocable written election form no later than December 31st of the calendar year prior to the calendar year in which the employee wishes to receive cash in lieu of leave. The cash out must not reduce the employee’s available vacation leave bank at the time of the cash-out below eight (80) hours. The cash in lieu will be payable in the last pay period of November the following calendar year. Only leave hours already accrued in the calendar year for which an election is made may be cashed out. Cash-outs for leave hours accrued in a prior calendar year are not allowed. If a Unit member for any reason would not have accrued the full amount elected for cash-out during the current year, the cash-out amount will be reduced accordingly.

Employees may choose to have the cash-out amount made as an employee contribution to the 457 Deferred Compensation Plan, subject to the applicable elective contribution limits imposed by IRS regulations.

19.6 - Holiday Leave Accrual. The following holidays shall be granted to employees: New Year's Day, Martin Luther King Day, President's Day, Memorial Day, J u n e t e e n t h , Fourth of July, Labor Day, Veteran's Day, Thanksgiving, Day after Thanksgiving, Christmas Eve, Christmas and New Year’s Eve.

One (1) ten (10) hour floating holiday will be credited to Employee's Holiday Leave bank July 1st each year. Accrued floating holiday hours may be taken in one- hour increments. Leave balances must be used during the fiscal year or they will be cashed out according to Administrative Policy A-30.

Effective July 1st, 2013, all of a Unit member's existing holiday leave hours were moved to a new unique leave account bank. The cash value of any holiday leave hours in the unique leave account bank shall be equal to and, upon cash-out, remain at the employee's then current pay rate.

Upon termination, for any reason, the employee shall be entitled to one- hundred percent (100%) of the unused holiday leave on the books then existing, including in the unique leave bank account.

19.7 - Holiday Leave Approval Required. Holiday leave (section 19.6 (a) and (b)) other than City recognized holidays (City Hall closed) must be approved a minimum of fourteen (14) days in advance of the first day of such leave. Exceptions may be made to the fourteen (14) day notice 947
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requirement for emergencies or at the discretion of the Unit member's supervisor.

19.8 - Holiday Leave Payment Upon Termination. Any Unit member, who is about to terminate his/her employment, and has earned Holiday leave to his/her credit, shall be paid for such holiday leave within one payroll period of the effective date of such termination at the employee's then current rate of pay.

19.9 - Additional Holidays. If, during the term of this MOU, the City Council recognizes an additional Holiday for City employees, Unit members will be granted the holiday.

19.10 - Promotional Pay Out of Leave –When employees transfer/promotions occur between bargaining groups, the leave hours will be transferred and maintained by the employee, not cashed out.

ARTICLE 20 - CAFETERIA PLAN

20.1.1 – Pre-January 1, 2024 Benefits. Effective July 1, 2019, the cafeteria plan contribution will be increased by $50 to $1,400 per month, or $16,800 annually to each Unit member for the cafeteria benefits plan detailed in this section.

Said contribution shall first be used to provide for health insurance for the employee. Employee shall be covered by health insurance with a City approved health plan unless the employee provides proof to the City that employee is covered by another acceptable health plan as determined by the City's Human Resource Department.

The balance may be used for any of the following or any combination thereof:

1. Health insurance for employee's spouse and/or dependents;

2. Dental Insurance for employee, spouse and/or dependents;

3. Eye care plan for employee, spouse and/or dependents;

4. Deferred compensation programs;

5. Eye care plan for employee, spouse and/or dependents; and

6. Supplemental insurance options.
a) Unit members may elect to receive ninety-two and five-tenths percent (92.5%) of the balance in cash as CalPERS non-includable taxable income.
b) The City will pay for life insurance in the amount of one-hundred fifty thousand dollars ($150,000) and the Unit member will pay the taxes on the portion of the premium attributable to coverage above fifty thousand dollars ($50,000). c) During the term of the MOU, upon written notice by the City, parties agree to reopen this Article and begin meeting and conferring no later than two weeks following such written notice.

20.1.2 – Benefits Effective January 1, 2024.

The parties have completed the above re-opener negotiations of this Article. The following is effective January 1, 2024. Accordingly, the above Pre-January 1, 2024 Benefits under 23.1.1 shall no longer be in effect as of January 1, 2024.
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(a) Health Benefit Contributions and Benefit Money.
i. Healthcare Plan Contributions – Effective January 1, 2024, the City shall contribute for each employee who participates in a City Healthcare Plan a maximum amount up to the 2024 rates for mid-tier HMO Healthcare Plan (Blue Shield Access+), which are stated below.

BS ACCESS+
Single Employee $756.65
2 Party $1,513.30
Family $1,967.29
Beginning January 1, 2025 and annually thereafter on January 1, the maximum annual inflator for the City contribution increase is up to 2.5% above the maximum contribution amount for rates for mid-tier HMO Healthcare Plan (Blue Shield Access+ in 2024) of the prior year.
ii. In addition to the healthcare plan contribution, employees participating in the City Healthcare Plan shall receive the following amounts as cafeteria plan Benefit Money.

Single Employee $600
2 Party $250
Family $250
Employees may use the Benefit Money stated above for any combination of the following cafeteria plan benefits: (1) dental insurance for employee, spouse, and/or dependents; (2) vision insurance for employee, spouse, and/or dependents; (3) health flexible spending account (health FSA); and/or (4) additional City offered health benefits. Any leftover unused Benefit Money is forfeited. *Because of requirements related to the 457 plan election, those employees who are currently contributing to their 457 plan amounts for 2024 from their cafeteria plan contribution would continue to maintain their current level of contribution using the cafeteria plan contribution through the end of 2024 only.

Employees shall be responsible for paying any cost for the employee’s selected cafeteria plan benefits that exceed the City’s contribution described above. (b) Option to Opt-Out with Proof of Alternative Minimum Essential Coverage.

Employees who provide the City with reasonable evidence of alternative minimum essential coverage can decline, in writing, coverage under the City’s Healthcare Plans and will not receive any cafeteria plan contribution from the City.
i. Employees hired before July 1, 2024 may opt out and choose to receive a maximum cash out of $1,000 per month as taxable income that is not includable as compensation earnable or pensionable compensation for CalPERS purposes if they meet the conditions of the eligible opt out arrangement described below. Such employees would also receive $150 per month as Non-Medical Benefit Money that may be used for (1) dental insurance for employee, spouse, and/or dependents; (2) 949
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vision insurance for employee, spouse, and/or dependents; (3) health flexible spending account (health FSA); and/or (4) additional City offered health benefits. Any leftover unused Non-Medical Benefit Money is forfeited. ii. Employees hired after July 1, 2024 may opt out and choose to receive a maximum cash out of $500 per month as taxable income that is not includable as compensation earnable or pensionable compensation for CalPERS purposes if they meet the conditions of the eligible opt out arrangement described below. Such employees would also receive $150 per month as Non-Medical Benefit Money that may be used for (1) dental insurance for employee, spouse, and/or dependents; (2) vision insurance for employee, spouse, and/or dependents; (3) health flexible spending account (health FSA); and/or (4) additional City offered health benefits. Any leftover unused Non-Medical Benefit Money is forfeited.
*Because of requirements related to the 457 plan election, those employees who are currently contributing to their 457 plan amounts for 2024 from their cafeteria plan contribution would continue to maintain their current level of contribution using the cafeteria plan contribution through the end of 2024 only. iii. Eligible Opt Out Arrangement – The eligible opt out arrangement conditions that must be satisfied in order for an employee to receive cash for opting out of the City’s Healthcare Plan coverage are as follows:
a. The employee and the employee’s Tax Family must have (or will have) minimum essential coverage through another source (other than coverage in the individual market, whether or not obtained through Covered California); b. A Tax Family means all individuals for whom the employee reasonably expects to claim a personal exemption deduction for the taxable year(s) that cover the employee’s plan year for which the eligible opt out arrangement applies; c. The employee must provide reasonable evidence of the alternative minimum essential coverage for the employee and their Tax Family for applicable period.

Reasonable evidence may include an attestation by the employee; d. The employee must provide the evidence/attestation every plan year; e. The employee must provide the evidence/attestation no earlier than a reasonable time before coverage starts (e.g., open enrollment). The evidence/attestation may also be provided within a reasonable time after the plan year starts; and f. The cash for opting out cannot be made if the City knows or has reason to know that the employee or the employee’s tax family member does not have alternative minimum essential coverage.

20.2 – IRS 125 Flexible Spending Plan (Cafeteria Plan). During the term of this MOU, the City shall maintain an Internal Revenue S e r v i c e ( I R S ) Section 125 p l a n which will allow Unit members to allocate specified amounts of monthly pre-tax salary or wages for the reimbursement of medical care expenses or dependent care expenses or both, as well as health and welfare insurance premiums, with the exception of disability insurance premiums.

ARTICLE 21 - LAYOFFS AND RE-EMPLOYMENT
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21.1 - Purpose. The purpose of this Article is to provide a fair and equitable basis for the reduction of full-time classified personnel due to insufficient work or funds.

21.2 - Reasons f or Layoff. The City retains the right to determine when a lack of work or lack of funds condition exists. Lack of work means that a category of work effort within the City can be fulfilled with fewer employees at an acceptable level of service. Lack of funds means that the City cannot sustain operations at the current level of employment within the funding available.

21.3 - Notice of Layoff. Any layoff initiated under the provisions of this MOU can take place at any time during the year. The City shall notify the affected Unit members in writing at least sixty (60) calendar days prior to the employee's last day of work. The City reserves the right to pay the employee for such sixty (60) day period or any remaining portion thereof, and to require the employee to immediately vacate City property. A copy of any notice will be forwarded to the appropriate Union representative. Any notice of layoff shall specify the reason for the layoff and effective date. The form, procedure and timing of such notice shall be subject to the established Grievance Procedure, provided however, that the City's decision to layoff is not subject to the Grievance Procedure. The date of layoff shall not be delayed by the pendency of a grievance.

21.4 - Order of Layoff. Any layoff shall be effective within classes determined by the City. The order of layoff shall be based on the City Manager's evaluation of critical position function and seniority measured as the length of uninterrupted service within the class as measured to the date of the layoff notice.

21.5 - Equal Seniority. If two (2) or more employees subject to layoff have equal class seniority, then the determination as to who has seniority shall be based upon total length of uninterrupted service with the City

21.6 - Re-Employment Rights.

Any Unit member who has been given a written notice of layoff may compete for any open position for which he or she is qualified. The City will make reasonable efforts to notify the affected employee of any position that is open or any future position that is opening for the Unit member's consideration. The Human Resource Department shall receive and date the resume/application and set up testing for the Unit member who is qualified for that position. The Unit member shall compete with any other laid off employee who also qualifies for that position. A Unit member that has been laid off and is qualified shall compete for the position that has opened or that is opening prior to it being open to present employees or to the public.

Unit members who have been laid off or reduced in classification under the provisions of this Article shall be placed upon reemployment lists for a period of two (2) years, or until they are reemployed with the City, whichever occurs first. For purposes of this section, "reemployment" means any full-time employment with the City. Employees on a reemployment list shall have hiring preference for vacancies in their original classifications in order of their respective seniorities within those classifications, with the most senior employees having first preference. Employees on such reemployment lists shall also have preference over new hires in applying for vacancies in bargaining unit classifications other than those from which they were laid off, and according to the City's usual and customary hiring practices.
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(c) This Article shall be implemented consistent with the provisions of Administrative Policy AP10.

ARTICLE 22 - GRIEVANCE PROCEDURE

22.1 - FLSA Applicability. As to all Unit members, no discipline may be imposed except as consistent with FLSA rules for the applicable class of exempt employee.

22.2 - Grievable Matters. Any permanent employee in the Unit who has a grievance based upon his/her demotion, dismissal, reduction in pay, improper treatment, violation of the personnel ordinance or salary resolution, shall be entitled to have the matter reviewed through the following grievance procedure outlined in this Article. This right shall not extend to complaints concerning Performance Evaluation forms.

22.3 - Informal Step. An attempt shall be made to ascertain all facts and adjust such grievance on an informal basis between the Unit member and, if he/she desires, his/her representative, and the immediate supervisor. Presentation of such grievance shall be made within fourteen (14) calendar days of the incident causing the grievance, or the date on which the employee first became aware of it.

22.4 - Step One. If the grievance is not adjusted to the satisfaction of the Unit member under the procedures set forth in Sections 22.3 above, the employee or his/her representative may submit the grievance, in writing, to their department head, within fourteen (14) calendar days after the completion of the last step under paragraph 23.3 above. The department head and a representative of the Human Resources department shall meet with the employee and his/her representative if applicable, within fourteen (14) calendar days of receipt of such written grievance, and the department head shall deliver a decision in writing, to the employee, along with the reasons for such decision, within fourteen (14) calendar days after the meeting.

22.5 - Step Two. If the grievance is not adjusted to the satisfaction of the employee under the procedure set forth in Section 22.4 above, the employee or his/her representative may submit written notice to the City Manager within fourteen (14) calendar days after the completion of the last step under paragraph 22.4 above of his/her intent to submit the matter to advisory arbitration.

The procedures set forth below shall be followed.
a) Within seven (7) calendar days of receipt of the written notice, the parties shall request a list of seven (7) arbitrators from the Federal Mediation and Conciliation Service. b) Within fourteen (14) calendar days of receipt of the list of arbitrators the City and the Union shall attempt to reach an agreement on an arbitrator. Failing to agree on an arbitrator, the Union and the City shall take turns striking the names or arbitrators from the FMCS list until one (1) name remains. The Union shall strike the first name. c) The parties shall contact the arbitrator to arrange for a mutually convenient time and date for the advisory arbitration hearing.
d) The cost of the arbitrator shall be split equally by the City and the Union. e) All arbitration proceedings shall be recorded. The arbitrator shall be required to provide both parties with a decision and with written findings of fact in support of the decision. The 952
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arbitrator’s decision shall be consistent with and supported by the substantive law.

22.6 - Step Three. Within seven (7) calendar days after the Union and City receive the advisory arbitrator's recommendation, either party may submit written argument whether the arbitrator's opinion should be accepted, rejected or modified. Within fourteen (14) calendar days after the seven (7) day period above has expired, the City Manager shall advise the Union and the department head whether the City Manager is accepting, rejecting, or modifying the recommended decision. The decision of the City Manager shall be final and binding.

22.7 - Time Extensions. The above time limits may be changed by mutual agreement.

ARTICLE 23- SAVINGS CLAUSE
If any of the provisions contained in this MOU are determined to be unlawful, then only such provision(s) shall be deleted from this MOU with the remainder of this MOU remaining in full force and effect Upon the issuance of a decision by a Court of Competent Jurisdiction declaring any section of this MOU to be unlawful, unenforceable, unconstitutional, or not applicable, the parties agree to meet and confer as soon as possible concerning only those sections.

ARTICLE 24 - COMPLETE AGREEMENT
Anything contained herein to the contrary notwithstanding, during the meeting and conferring resulting in this MOU, the City and the Union each had the unlimited right and opportunity to make demands and proposals with respect to any subject matter as to which the Meyers-Milias-Brown Act imposes an obligation to meet and confer. Except as specifically set forth elsewhere in this MOU, the City expressly waives its right to require the Union meet and confer, and the Union expressly waives its right to require the City to meet and confer, over all matters as to which the Meyers-Milias-Brown Act imposes an obligation to meet and confer, whether or not: (a) such matters are specifically referred to in this MOU; (b) such matters were discussed between the City and the Union during the negotiations which resulted in this MOU; (c) such matters were within the contemplation of or knowledge of the City or the Union at the time this MOU was negotiated and executed. This MOU contains the entire understanding, undertaking, and agreement of the City and the Union, after exercise of the right and opportunity referred to in the first sentence of this Article, and finally determines all matters of meeting and conferring for its term. Changes in this MOU, whether by addition, waiver, deletion, amendment, or modification, must be reduced to writing and executed by both the City and the Union.

ARTICLE 25 - RATIFICATION AND EXECUTION
This MOU has been developed as a result of meet and confer sessions between authorized representatives of the City and the Union regarding issues related to wages, hours and other terms and conditions of employment. The City's representatives and the Union have reached an understanding as to certain recommendations to be made to the City Council for the City of Banning and have agreed that the parties hereto will jointly urge said Council to adopt this MOU 953
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as a new wage and benefit resolution which will provide for the changes contained in said joint recommendation. The parties hereto acknowledge that this MOU shall not be in full force and effect until adoption by the Banning City Council.
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IN WITNESS WHEREOF THE PARTIES HAVE CAUSED THEIR SIGNATURES TO BE AFFIXED THIS ___ DAY OF ______________, 2024.

Teamsters Local, 1932
Date: ____________, 2024
By:

Rich Smith, Business Agent Brandon Robinson, Employee Representative Emery Papp, Employee Representative
Carla Young, Employee Representative
Patrick Safari, Employee Representative

CITY OF BANNING REPRESENTATIVES
Date: ____________, 2024
By:

Doug Schulze, City Manager Lincoln Bogard, Administrative Services Director Nicole Jews, Human Resources Manager
Arturo Vela, Public Works Director
Attest:

By: _________________________
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City Clerk
956

CITY OF BANNING

STAFF REPORT
TO: CITY COUNCIL
FROM: Douglas Schulze, City Manager
PREPARED BY: Lincoln Bogard, Administrative Services Director MEETING DATE: December 10, 2024
SUBJECT: Consideration of Resolution 2024-195, Approving A Successor Memorandum of Understanding with the International Brotherhood of Electrical Workers (IBEW) Local 47 Representing the General Unit Employees, Effective July 1, 2024, through December 31, 2026, and Authorizing the City Manager to Finalize and Execute a Successor Agreement
RECOMMENDATION:

Adopt Resolution 2024-195.

BACKGROUND:

City Council has previously approved a Tentative Agreement (TA) with IBEW General Unit for the bargaining period of July 1, 2024, through December 31, 2026. Council approved a TA with the group in Closed Session on November 12, 2024. The General Unit met and ratified that successor Tentative Agreement and now Council is requested to accept the resulting Memorandum of Understanding.

JUSTIFICATION:

The City Council must ratify the MOUs for execution by the City Manager.

FISCAL IMPACT:

The fiscal impact was discussed with City Council in closed session.

ALTERNATIVES:

Do not adopt Resolution 2024-195 and provide staff alternate direction.

BUDGETED?:

No
CONTRACT/AGREEMENT:

Yes
ATTACHMENTS:

1. Resolution 2024-195, IBEW General MOU.docx

2. 12.4.24 IBEW General 2024-2026 MOU (Clean).docx
957
Resolution 2024-195

RESOLUTION 2024-195

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BANNING, CALIFORNIA,

APPROVING A SUCCESSOR MEMORANDUM OF UNDERSTANDING WITH THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS (IBEW) LOCAL 47 REPRESENTING THE GENERAL UNIT EMPLOYEES, EFFECTIVE JULY 1, 2024, THROUGH DECEMBER 31, 2026, AND AUTHORIZING THE CITY MANAGER TO FINALIZE AND

EXECUTE A SUCCESSOR AGREEMENT
WHEREAS, the City of Banning ("City") has formally recognized the International Brotherhood of Electrical Workers Local 47 ("IBEW') as the exclusive employee organization for the General Unit employees bargaining unit; and
WHEREAS, the prior Memorandum of Understanding ("MOU") between the City and the IBEW expired on June 30, 2024; and
WHEREAS, the City labor representatives and IBEW representatives have successfully met, conferred and signed a Tentative Agreement on the deal points for a successor MOU for the period of July 1, 2024, through December 31, 2026, pursuant to the Meyers-Milias-Brown Act (MMBA) (Gov't code Sections 3500-3511) and the City's Employer-Employee Relations Resolution 2010-45; and
WHEREAS, MMBA Section 3505.1 provides that: "If a tentative agreement is reached by the authorized representatives of the public agency and a recognized employee organization or recognized employee organizations, the governing body shall vote to accept or reject the tentative agreement within 30 days of the date it is first considered at a duly noticed public meeting. A decision by the governing body to reject the tentative agreement shall not bar the filing of a charge of unfair practice for failure to meet and confer in good faith. If the governing body adopts the tentative agreement, the parties shall jointly prepare a written memorandum of understanding"; and
WHEREAS, the IBEW membership has ratified the Tentative Agreement for a successor MOU, where once approved by the governing body and the resulting final MOU is signed by the City Manager and IBEW representatives becomes a binding agreement.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Banning as follows:

SECTION 1. The City Council hereby approves the Successor MOU between the City and IBEW (Local 47) representing the General Unit Employees, for the period of July 1, 2024, through December 31, 2026.

SECTION 2. The City Council hereby authorizes and directs the City Manager or designee to finalize and execute the Successor MOU, based on the approved Tentative Agreements, on behalf of the City of Banning.

SECTION 3. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions. 958
Resolution 2024-195

PASSED, APPROVED AND ADOPTED this 10th day of December 2024.

Mayor
City of Banning
ATTEST:

Caroline Patton, Administrative City Clerk
City of Banning
APPROVED AS TO FORM:

Serita R. Young, City Attorney
Richards, Watson & Gershon
959
Resolution 2024-195

CERTIFICATION:

I, Caroline Patton, Administrative City Clerk of the City of Banning, California, do hereby certify that the foregoing Resolution 2024-195, was duly adopted by the City Council of the City of Banning, California, at a regular meeting thereof held on the 10th day of December 2024 by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Caroline Patton, Administrative City Clerk
City of Banning, California
960
Resolution 2024-195

EXHIBIT A
IBEW General Unit MOU for 2024-2026
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INTERNATIONAL

BROTHERHOOD OF

ELECTRICAL WORKERS
LOCAL 47

GENERAL UNIT
(IBEW – GENERAL)

MEMORANDUM OF

UNDERSTANDING
July 1, 2024 – December 31,
2026
962
General – IBEW MOU 2024-2026 2
Table of Contents
ARTICLE 1 - PREAMBLE .................................................................................................. 3 ARTICLE 2 - CONTINUATION OF RULES & POLICIES .................................................. 5 ARTICLE 3 - EMPLOYEE RIGHTS.................................................................................... 5 ARTICLE 4 -MANAGEMENT RIGHTS...............................................................................6 ARTICLE 5 -PROBATIONARY PERIOD............................................................................ 7 ARTICLE 6 -DUES DEDUCTION; AGENCY SHOP ..........................................................7 ARTICLE 7 - EMPLOYEE ORGANIZATION REPRESENTATIVES ..................................8 ARTICLE 8 - BULLETIN BOARDS .................................................................................... 9 ARTICLE 9 - MEMORANDUM OF UNDERSTANDING COPIES ...................................... 9 ARTICLE 10 - MEETINGS.................................................................................................. 9 ARTICLE 11 - HOURS OF WORK................................................................................... 10 ARTICLE 12 - LIGHT DUTY............................................................................................. 11 ARTICLE 13 - REST PERIOD.......................................................................................... 11 ARTICLE 14 - SALARIES, CERTIFICATE PAY, PREMIUM PAY PERFORMANCE EVALUATIONS ................................................................................................................12 ARTICLE 16 - TEMPORARY UPGRADE PAY AND PROMOTION PAY ........................ 18 ARTICLE 17 - PAY FOR JURY DUTY & COURT APPEARANCES ............................... 19 ARTICLE 18 - SAFETY EQUIPMENT AND TRAINING................................................... 19 ARTICLE 19 - MILEAGE, MEALS AND OTHER REIMBURSEMENT............................. 21 ARTICLE 20 - TUITION REIMBURSEMENT: EDUCATION INCENTIVE........................ 22 ARTICLE 21 - SICK AND BEREAVEMENT LEAVE........................................................ 24 ARTICLE 22 - VACATION AND HOLIDAY ACCRUALS................................................. 25 ARTICLE 23 - MEDICAL AND DENTAL INSURANCE ................................................... 27 ARTICLE 24 - RETIREMENT AND MEDICARE .............................................................. 31 ARTICLE 25 - MISCELLANEOUS BENEFITS................................................................. 31 ARTICLE 26 - IBEW-Local 47 RETIREE MEDICAL FUND............................................. 32 ARTICLE 27 - LAYOFFS AND RE-EMPLOYMENT ........................................................ 32 ARTICLE 28 - GRIEVANCE PROCEDURE ..................................................................... 34 ARTICLE 30 - SEVERABILITY CLAUSE......................................................................... 36 ARTICLE 31 - COMPLETE AGREEMENT....................................................................... 36 ARTICLE 32 - POSTING JOB VACANCIES.................................................................... 37 ARTICLE 33 - RE-OPENERS........................................................................................... 37 963
General – IBEW MOU 2024-2026 3

MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF BANNING AND THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS - LOCAL 47 REPRESENTING THE GENERAL EMPLOYEES UNIT FOR THE PERIOD July 1, 2024 THROUGH DECEMBER 31, 2026
ARTICLE 1 - PREAMBLE

1.1 This Memorandum of Understanding (hereinafter referred to as the "MOU") is entered into between the City of Banning (hereinafter referred to as the "City"), a Municipal Corporation, and the authorized representatives of the International Brotherhood of Electrical Workers -Local 47 (hereinafter referred to as "IBEW-Local 47"), the recognized employee organization representing the General Employees Unit of representation (hereinafter referred to as the "Unit"), relative to wages, hours, and other terms and conditions of employment as provided by Sections 3500. - 3510 of the California Government Code, otherwise known as the Meyers-Milias-Brown Act.

1.2 Recognition. The City continues to recognize IBEW-Local 47 as the exclusive recognized employee organization representing full time, permanent employees in the Unit or hereafter employed by the City and eligible for inclusion in the Unit. All included provisions of this MOU apply only to employees who are covered by the MOU. It is understood that this MOU shall constitute a bar to any petition or request for recognition of any representational unit which includes classifications of employees covered by this MOU or such petitions to represent such employees at any time during the term hereof. This provision shall not preclude employees from exercising their rights as may be provided by the Meyers-Milias-Brown Act or the Employer-Employee Relations Resolution of the City.

1.3 Term. Except as otherwise provided herein, this MOU between the City and IBEWLocal 47 relative to wages, hours, and other terms and conditions of employment shall become effective upon approval by City Council and thereafter shall remain in full force until its term expires at close of business on December 31, 2026, except that if no successor MOU has been negotiated and approved by December 31, 2026, then this MOU shall extend and not be terminated until such time as a successor MOU is approved by City Council or City Council unilaterally implements its last, best and final offer after impasse procedures have been followed, whichever occurs first.

1.4 Represented Classifications. This MOU covers employees in the following classifications:

Classification Table Effective 10/26/2022 Salary Range
Accountant 61
Accountant II 64
Accounting Specialist 58
Animal Control Officer 56
Building Permit Specialist 55
Building Inspector 62
Building Maintenance Specialist I 53
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General – IBEW MOU 2024-2026
4 Building Maintenance Specialist II 55
Building Maintenance Specialist III 57
Bus Driver 48
Bus Driver Lead/Trainer 55
Buyer 66
Cable Services Specialist 44
Code Compliance Officer 58
Case Manager Specialist 54
Code Compliance Supervisor 70
Custodian 34
Development Project Coordinator 61
Economic / Redevelopment Project Coordinator
Engineering Services Assistant 48
Executive Secretary 53
Fleet Maintenance Mechanic I 53
Fleet Maintenance Mechanic II 55
Fleet Maintenance Mechanic III 57
Lead Fleet Maintenance Mechanic 59
Lead Police Records Specialist
Public Safety Dispatcher Supervisor 56
Maintenance Worker I 49
Maintenance Worker II 51
Maintenance Worker III 53
Motor Sweeper Operator 50
Multimedia Specialist 70
Office Specialist 49
Payroll Coordinator 53
Police Records Assistant I 51
Police Records Assistant II 55
Program Coordinator 55
Property Evidence Specialist 63
Public Safety Dispatcher 59
Public Works Inspector 64
Purchasing Assistant 52
Receptionist
Recreation Coordinator 51
Senior Building Inspector 67
Senior Code Compliance Officer 64
Senior Maintenance Worker 55
Senior Utility Billing Representative 50
Environmental Program Coordinator 61
Transit Field Supervisor 64
Customer Service Utility Billing Representative 45
Work Release Crew Lead 55
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ARTICLE 2 - CONTINUATION OF RULES & POLICIES

2.1 Other Written Policies. It is understood and agreed that all such written ordinances, policies, resolutions, rules and regulations, including, but not limited to, the Personnel Rules and Regulations of the City, the Employer-Employee Relations Resolution (Resolution No. 2010-45); and the Administrative Manual of the City shall remain in effect during the course of this MOU subject to amendment or deletions as otherwise provided herein.

2.2 Past Practice. For purposes of this MOU, "past practice" shall be defined as an unwritten policy, procedure or work rule of the City affecting wages, hours or conditions of employment, upon which the City and members of the Unit have come to rely through a course of conduct and which is not inconsistent with the express terms and conditions of this MOU. As of the .effective date of this MOU, all past practices preexisting this MOU shall be deemed to be void and of no further force and effect.

2.3 Meet and Confer. The City and IBEW-Local 47 agree to meet and confer during the term of this MOU over the adoption, amendment or revision, including repeal, of City ordinances, resolutions, rules and regulations, including but not limited to, the City's Personnel Rules and Regulations, the Employer-Employee Relations Resolution (Resolution No. 2010-45) and the Administrative Policies of the City and the City's Police Department, to the extent that such documents contain mandatory subjects of bargaining pursuant to the Meyers-Milias-Brown Act. Should an impasse be reached following such meet and confer sessions; the provisions of the Employer- Employee Relations Resolution (Resolution No. 2010-45) and state law will apply.

ARTICLE 3 - EMPLOYEE RIGHTS

3.1 Non Discrimination. The provisions of this MOU shall apply to all persons covered by this MOU without discrimination on account of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, pregnancy, childbirth, gender, gender identity, gender expression, age, sexual orientation, citizenship status or any other basis protected by applicable law, nor will there be any discrimination with respect to hiring, retention or any condition of employment because of membership or activities on behalf of IBEW-Local 47.

3.2 Employee Organization Membership. IBEW-Local 47 will accept into membership all eligible persons of the Unit without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, pregnancy, childbirth, gender, gender identity, gender expression, age, sexual orientation, citizenship status or any other basis protected by applicable law.

3.3 Rights Granted by State and Federal Law. Except as otherwise provided in this MOU, the employees covered by this MOU shall have all rights which may be exercised in accordance with State and Federal Law, and applicable ordinances, resolutions, rules and regulations. However, employees covered by this MOU shall not have the right to file a grievance for violation of any such law, ordinance, resolution or rule, except as specifically set forth herein at Article 28.
966

3.4 Additional Employee Rights. Employees shall also have:
(a) The right to form, join, and participate in activities of employee organizations of their own choosing for the purpose of representation on all matters of employer- employee relations.
(b) The right to refuse to join or participate in the activities of employee organizations.
(c) The right to be free from interference, intimidation, restraint, coercion, discrimination, or reprisal by other employees, employee organizations, management or supervisors, as a result of their exercise of rights indicated in (a) and (b) above.

ARTICLE 4 -MANAGEMENT RIGHTS

4.1 City Authority & Management Prerogative. IBEW-Local 47 recognizes and agrees that, except as limited by this MOU, the City and its representatives have the responsibility and the authority to manage and direct all operations and activities of the City including, but not limited to, the exclusive right to determine the mission of its constituent departments, commissions and boards and the processes and the materials to be employed; the right to subcontract any work or operation; to expand or diminish services; to determine the procedures and standards of selection for employment and promotion; determine classifications; direct its employees; take disciplinary action; relieve its employees of duty because of lack of work or for other legitimate reasons; maintain the efficiency of governmental operations; determine the methods, means and personnel by which government operations are to be conducted and to assign work to employees and to establish and change work schedules and assignments and to determine the days and hours when the employees shall work; take all necessary actions to carry out its mission in emergencies; and exercise complete control and discretion over its organization and work performance technology.

4.1.1 -When the decision to make the change is non-negotiable, but the effects of the decision are negotiable, the duty to provide notice and an opportunity to bargain arises at the time the decision is made and prior to taking action to implement the decision.

4.2 Subcontracting. At no time shall the City subcontract work that was previously completed by IBEW-Local 47 represented employees whose services have been terminated without prior notification to meet and confer with the IBEW-Local 47 representative.

4.3 Volunteers. The City agrees that volunteers shall not be used to fill positions or replace work previously performed by terminated or laid off IBEW-Local 47 members except on a temporary basis during the recruitment process for a Unit classification for which the Unit member resigned or was terminated for reasons other than lay off. 967
ARTICLE 5 -PROBATIONARY PERIOD

5.1 Probation Period. All employees appointed to a position represented by IBEWLocal 47 shall serve a twelve (12) month probationary period. The probationary period shall be considered a part of the examination and selection process and shall not include any time served under any limited service or provisional appointment, but shall start from the time of appointment to a regular position. After serving six (6) months in the probationary period, the employee shall be eligible for a six month merit increase based upon a satisfactory performance evaluation. This will be the employee's new anniversary date for future performance evaluations/merit increases. The employee will pass probation at the end of the probation period upon a satisfactory performance evaluation, or shall pass probation if employee's supervisor does not provide the performance evaluation on time.

5.2 Probation Period for Promotions or Reclassification. Represented employees who have previously successfully completed a probationary period and who are subsequently promoted or reclassified to another position, shall serve a six (6) month probationary period in the new position. At the conclusion of the probationary period, upon a satisfactory performance evaluation, employees shall pass probation and receive a salary increase of two (2) steps, or shall pass probation and receive the pay increase if employee’s supervisor does not provide the performance evaluation on time. This will be the employee's new anniversary date for future performance evaluations/merit increases.

5.3 Probation Period Extension. Probation Period on an employee’s initial probation can be extended if necessary, for a period not to exceed six (6) months. If extended, such action must be extended during initial probation period. Any extended period of absence from duty of four continuous weeks (2 pay periods) or more for any reason except scheduled vacation, will automatically cause a probation period to be extended equal to the period of absence.

ARTICLE 6 -DUES DEDUCTION; AGENCY SHOP

6.1 Dues Deduction. The Union may have the regular dues of its bargaining unit members deducted from their paychecks under the following procedures:

6.2 Sufficient Earnings. The employee's earnings must be sufficient after other legal and required deductions are made to cover the amount of the IBEW-Local 47 dues deduction authorized. When an employee is in a non-pay status for an entire pay period, no withholding will be made to cover that pay period from future earnings.

6.3 Non-Pay Status. In the case of an employee who is in a non-pay status during only part of the pay period, and the salary is not sufficient to cover the full withholding, no deduction shall be made. In this connection, all other legal and required deductions have priority over IBEW-Local 47 dues.

6.4 Dues Authorization. The Union is solely responsible for distributing to, and collecting from, employees the dues deduction authorization forms. Union shall notify the City in writing of any employee who hereinafter comes into the bargaining unit and who has provided appropriate written authorization to the Union. The City shall deduct the approved 968
bi-weekly membership dues and voluntary deductions in the pay period following receiving written notification from the Union.

6.5 Dues Cancellation. An employee's authorization for a payroll deduction of IBEWLOCAL 47 dues may be cancelled at any time by written notice from the employee to IBEWLocal 47, and employee may pay dues directly to IBEW-Local 47. An employee's deduction authorization shall automatically be cancelled if the employee leaves the employ of the City or is transferred to a position not within the Unit. Union shall advise the City in writing of the membership dues and voluntary deductions to be deducted for each member. Union shall notify the City in writing of any changes to employee deductions thirty (30) days prior to the effective date of such change. The Union shall, as soon as possible, notify the City in writing if any member of the bargaining unit revokes a membership dues and voluntary deduction authorization.

6.6 Funds Transmission. The aggregate amount of such IBEW-Local 47 dues deductions by the City shall be transmitted monthly to the Business Manager/Financial Secretary of IBEW-Local 47. The City shall provide the Business Manager/Financial Secretary with a list each month indicating the dues deducted from the pay of any Unit member and those employees for whom no deduction was made pursuant to the provisions of Sections 6.2 and 6.3.

6.7 Indemnification. IBEW-Local 47 shall indemnify, defend, and hold the City harmless against any claims made, and against any suit instituted against the City arising from this Article, including on account of employee authorizations, revocations, deductions made, cancelled, or changed in reliance on the Union’s representations regarding employee dues and voluntary deduction authorizations. In addition, Union shall refund to the City any amounts paid to it in error upon presentation of supporting evidence.

ARTICLE 7 - EMPLOYEE ORGANIZATION REPRESENTATIVES

7.1 Meetings. Two (2) employees selected by IBEW-Local 47 may attend scheduled meetings with City management during regular hours without loss of pay, provided that such employees shall not leave their work station or assignment without first securing approval of their Department Head twenty-four (24) hour in advance. Such meetings shall be scheduled in a manner consistent with the City's operating requirements and work schedules. Nothing herein shall be deemed to preclude the scheduling of such meetings at hours other than such employee's regular working hours, in which event attendance shall be without pay.

7.2 Leave For IBEW-Local 47 Business. Upon not less than seven (7) calendar days' notice, City may grant a leave of absence for IBEW-Local 47 business to not more than three (3) employee(s) designated by IBEW-Local 47. Such leave shall not be denied without legitimate reason. Such leave shall be without pay, but will not be considered a break in continuous service with the City. The total amount of all such leaves taken pursuant to this section shall not exceed ten (10) days in any calendar year, per employee.

7.3 Notification of Representatives. IBEW-Local 47 shall notify the Human Resources Department of the name(s) of IBEW-Local 47 Stewards as such individuals are appointed by IBEW-Local 47 from time to time.
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ARTICLE 8 - BULLETIN BOARDS

8.1 Authorized Postings. The City will continue to provide bulletin board space where currently available. Only areas designated by the Department Head may be used for posting notices. Bulletin boards may be used for the following notices:
(a) scheduled IBEW-Local 47 meetings, agenda and minutes. (b) information on IBEW-Local 47 elections and the results. (c) IBEW-Local 47 special, recreational, credit union and related bulletins. (d) reports of official business of IBEW-Local 47. including reports of committees or the executive board of IBEW-Local 47.
(e) MOU, pay scales, job announcements, promotion lists, etc. (f) such other items as may be approved by the Department Head or his/her designee upon request of IBEW-Local 47.

8.2 Posted Notices. Posted notices shall not be defamatory or violate any of the City's policies, nor shall they advocate election or defeat of candidates for public office. All notices to be posted shall be dated and signed by an authorized IBEW-Local 47 representative. IBEW-Local 47 may give notices to the represented employees through use of the City mail system and/or the City computer e-mail system.

ARTICLE 9 - MEMORANDUM OF UNDERSTANDING COPIES
After it has been executed by the parties, the City shall provide IBEW-Local 47 with seven (7) originals and one (1) copy of an electronic (PDF) version of this MOU. IBEW-Local 47 shall be responsible for providing copies of this MOU to represented employees at IBEWLocal 47 expense. City shall also provide a copy of the executed MOU to any represented employee hired or promoted into the represented Unit after the effective date of the MOU.

The City may charge for any additional copies.

ARTICLE 10 - MEETINGS

10.1 Items of Mutual Concern. Upon mutual agreement of both the City and IBEW-Local 47, the parties may meet to discuss items of mutual concern. A meeting conducted under this section shall not constitute a meet and confer or hearing under any grievance procedure.

10.2 Use of City Facilities. IBEW-Local 47 may be granted permission to use City facilities for the purpose of meeting with employees to conduct its internal affairs provided space for such meetings can be made available without interfering with City needs.

Permission to use facilities must be obtained by IBEW-Local 47 from the Department Head IBEW-Local 47 shall be held fully responsible for any damages to and security of any facility that is used by IBEW-Local 47.
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10.3 Budget Oversight Committee. The City agrees to continue the Budget Oversight Committee, with IBEW-Local 47 entitled to appoint one (1) member. Said Committee shall have an equal number of members appointed by the City's recognized employee organizations and the City. Said Committee shall be advisory only to the City Manager. The City shall determine the necessity of such meetings. The City agrees to meet with the committee at least once per year.

ARTICLE 11 - HOURS OF WORK

11.1 Work Schedules. The parties agree that the City has the right to return to its traditional five day eight hour per work day (5/8) work week schedule, maintain its current four day ten hour per work day (4/10) work week schedule, or implement a nine day every two work week eighty hour (9/80) work schedule for some or all IBEW-Local 47 represented employees as appropriate in the sole discretion of the City as determined by each Department Head and with City Manager approval. The City shall provide at least two weeks (14 calendar days) notice of a change in work schedules. IBEW-Local 47 represented employees employed by the City as of January 1, 2025 working alternative work schedules as of January 1, 2025 who are required to return to working the traditional five day eight hour per work day (5/8) work week schedule shall receive an additional three percent (3%) base salary wage increase for the time period that they are required to work that particular traditional work schedule.

For Employees working a (9/80) work schedule, the work period shall begin four hours after the start time of his or her eight hour shift on the day that corresponds with the employee’s alternating regular day off such that the employee works four, nine-hour shifts and one fourhour shift each seven-day work period. Employees working a traditional five day eight hour per work day (5/8) work week schedule or four day ten hour per work day (4/10) work week schedule will continue to maintain a week ending time of 11:59 pm on Sundays.

Employer shall notice the employee if less than two weeks’ notice is to be expected that would delay the work schedule from being completed on time. If two weeks’ notice is not provided, or if the aforementioned sentence concerning an unavoidable event occurs, the first day on the new work schedule will be paid at the overtime rate.

11.2 Public Safety Dispatchers. With respect to the classification of Public Safety Dispatcher, the employee may be assigned to any combination of hours and days for any workweek as necessary to provide continuous coverage in the Dispatch Division, according to work schedules assigned by the Police Chief, or his or her designee, who may utilize the provisions of the City's Administrative Policy A-30, i.e., the Alternative Workweek Policy, or otherwise as dictated by the needs of the Dispatch Division of the Police Department. (a) For the classification of Public Safety Dispatcher working a scheduled ten (10) hour or twelve (12) hour day, all work performed in excess of such ten (10) hour or twelve (12) hour per day schedule shall be paid at the rate of one and one-half (1 ½ ) times the employee's regular hourly base rate of pay, providing the employee works in excess of forty (40) hours in one week. (b) Public Safety Dispatchers scheduled by management of the Police Department to work on a holiday shall not be credited with a day off with pay 971
but shall receive ten (10) hours of holiday pay, plus an additional time and one-half for all hours worked.
(c) For in-house training, the trainee’s shift shall be revised to accommodate the trainer’s work schedule without triggering overtime pay that is outside existing wage and hour law. The City will make best efforts to modify the trainee’s schedule to match the trainer’s schedule.

11.3 Hours Worked for Training and Conferences. The City shall pay represented employees for working hours spent in City required and approved training or conferences.

Travel time shall be included as time worked in accordance with FLSA standards. The City shall not pay for the costs incurred to meet minimum job requirements.

ARTICLE 12 - LIGHT DUTY

12.1 Accommodation. The parties agree that the City may assign employees who are unable to perform the full scope of their current job to temporary modified work consistent with the employee's functional limitations as described by his/her doctor when and where such work is available as determined by the City and where it may be accommodated without adverse consequences to the City or disruption in services or operations. This Article does not create any employee entitlement to assignment in a light duty position.

12.2 Eligibility. Temporary modified work will be considered on a case by case basis.

Temporary modified work may involve modification of an employee's current job or assignment to work outside of an employee's current position. The Human Resources Department, in consultation with the Department Head, will determine eligibility for participation in the Temporary Modified Assignment Program and will coordinate temporary work positions/assignments.

12.3 Employee Cooperation. It shall be the duty of every employee to cooperate fully and promptly with the coordination of temporary/modified work assignments. Notification of changes in restrictions/limitation shall be promptly communicated to the Human Resources Department along with supportive documentation, acceptable to the City. In administering the Temporary Modified Assignment Program, the Human Resources Department may communicate directly with, the employee's physician(s) regarding the employee's medical limitations, functional restrictions, job requirements in the employee's regular assignment, job requirements in any modified duty assignment under consideration and return to work status. Such communication will only be done with the employee's written authorization.

12.4 Retention of Benefits. Employees participating in the Temporary Modified Assignment Program shall retain all contractual benefits, except pay scale, not inconsistent with the objectives of the Temporary Modified Assignment Program. The City may change regular days off and work hours while the employee is in the Temporary Modified Assignment Program.

12.5 Right to Decline. However, employees retain the right to decline any initial or subsequent assignment provided by the Temporary Modified Assignment Program.

ARTICLE 13 - REST PERIOD
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13.1 Rest Period. Represented employees who work sixteen (16) consecutive hours shall earn an ten (10) hour rest period.
(a) A rest period of ten (10) consecutive hours or more shall be considered an interruption of consecutive hours worked.
(b) A rest period of less than ten (10) consecutive hours shall be counted as time worked but not paid.
(c) Represented employees shall be compensated at their regular rate of pay for all regularly scheduled work time that falls while that employee is on his/her earned rest period.
(d) Represented employees who are directed to return to work while on an earned rest period shall be compensated at the appropriate overtime rate for all time worked until the interrupted eight hour rest period is completed. Such overtime pay shall be in lieu of, and not in addition to, pay received under the provisions above.
(e) Time paid for meals not taken shall not count toward earning a rest period. A paid meal time taken shall count toward earning a rest period. (f) When the rest period extends into a regularly scheduled work day, the employee may elect to use vacation time, compensatory time, floating holiday time or leave without pay for the rest of the day.
(g) For the purpose of rest period eligibility, Sundays and holidays shall be treated as a normal work day.

ARTICLE 14 - SALARIES, CERTIFICATE PAY, PREMIUM PAY. PERFORMANCE

EVALUATIONS

14.1 Wage Increases/Performance Evaluations
(a) 2% base wage increase effective October 1, 2024 and paid out the first full pay period following City Council approval of the new MOU. (b) Effective the first full pay period following January 1, 2025, there shall be a cost of living adjustment increase of salary that would be equal to the percentage change in CPI year over year from November 2023 to November 2024 for the Riverside-San Bernardino-Ontario CPI-U region as published by the U.S. Bureau of Labor Statistics up to a maximum of 4.0% (i.e. CPI percentage up to 4.0%) should the percentage change in CPI be above

2.0%. Should the percentage change in CPI be below 2.0%, then the cost of living adjustment increase of salary would be 2.0%.
(c) Effective the first full pay period following January 1, 2026, there shall be a cost of living adjustment increase of salary that would be equal to the percentage change in CPI year over year from November 2024 to November 2025 for the Riverside-San Bernardino-Ontario CPI-U region as published by 973
the U.S. Bureau of Labor Statistics up to a maximum of 4.0% (i.e. CPI percentage up to 4.0%) should the percentage change in CPI be above

2.0%. Should the percentage change in CPI be below 2.0%, then the cost of living adjustment increase of salary would be 2.0%.

This increase is for all Unit members still employed at the time this MOU is adopted by City Council.

Ranges with defined steps are shown on the salary schedule provided herewith. The salary table is calibrated in approximate 2.5% increments. Annual increases for satisfactory performance will be two (2) steps or approximately 5%. Department Heads will have the option of granting a higher salary increase based on exceptional performance with approval of the City Manager. Unit members are evaluated using an employee performance evaluation form.
(a) Employee shall be granted a step increase upon receiving a satisfactory overall evaluation on the City approved employee evaluation form OR such step increase will be automatically implemented if employee's supervisor is thirty (30) days late on giving such evaluation, retroactive to the due date of the evaluation.
(b) A first denial of a step increase shall not be an allowable subject of the exercise of employee rights under the grievance procedure outlined herein.

However, an employee may upon request have such first denial reviewed by the Employee Relations Officer. Employee shall have the right to request a hearing with the Employee Relations Officer and to have a representative of his/her choice present. The decision of the Employee Relations Officer shall be final at this stage.
(c) An employee denied a step increase shall thereafter have monthly meetings to review his/her performance with his/her supervisor and shall have the City approved employee evaluation form completed no later than six months after the date of the performance evaluation which led to the denial of the step increase. If the employee’s overall performance is rated satisfactory, then the employee shall be granted the appropriate step increase effective the first pay period following the six month re-evaluation period. Such step increase shall not be retroactive.
(d) If the employee’s performance continues to be unsatisfactory after the six month re-evaluation period, the employee shall be given a final denial of step increase for the remainder of the regular evaluation period. After this final denial the monthly meetings to review his/her performance with his/her supervisor shall continue until the employee’s next annual review. Denial of a step increase under this subsection shall be subject to review by an Evaluation Review Committee. The Evaluation Review Committee shall be comprised of the Employee Relations Officer, a non-evaluating Department Head selected by the employee, and an IBEW-Local 47 business representative. The Evaluation Review Committee shall make any adjustment 974
to the evaluation that it deems justified by majority vote and its decision shall be final with no other right of appeal or grievance on the matter. (e) An employee at the top of his or her range shall have his or her performance evaluated at least annually within thirty (30) days of her/her anniversary date.

Classification Table Effective 10/26/2022 Salary Range
Accountant 61
Accountant II 64
Accounting Specialist 58
Animal Control Officer 56
Building Permit Specialist 55
Building Inspector 62
Building Maintenance Specialist I 53
Building Maintenance Specialist II 55
Building Maintenance Specialist III 57
Bus Driver 48
Bus Driver Lead/Trainer 55
Buyer 66
Cable Services Specialist 44
Code Compliance Officer 58
Case Manager Specialist 54
Code Compliance Supervisor 70
Custodian 34
Development Project Coordinator 61
Economic / Redevelopment Project Coordinator
Engineering Services Assistant 48
Executive Secretary 53
Fleet Maintenance Mechanic I 53
Fleet Maintenance Mechanic II 55
Fleet Maintenance Mechanic III 57
Lead Fleet Maintenance Mechanic 59
Lead Police Records Specialist
Public Safety Dispatcher Supervisor 56
Maintenance Worker I 49
Maintenance Worker II 51
Maintenance Worker III 53
Motor Sweeper Operator 50
Multimedia Specialist 70
Office Specialist 49
Payroll Coordinator 53
Police Records Assistant I 51
Police Records Assistant II 55
Program Coordinator 55
Property Evidence Specialist 63
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Public Safety Dispatcher 59
Public Works Inspector 64
Purchasing Assistant 52
Receptionist
Recreation Coordinator 51
Senior Building Inspector 67
Senior Code Compliance Officer 64
Senior Maintenance Worker 55
Senior Utility Billing Representative 50
Environmental Program Coordinator 61
Transit Field Supervisor 64
Customer Service Utility Billing Representative 45
Work Release Crew Lead 55
Targeted Equity Adjustments – Implement PSPC 2022 Total Compensation survey recommendations for IBEW General classifications. Agree with change in tiers effective October 26, 2022:
a. 10% - 19.99% = 2 additional steps
b. 20% and above = 4 additional steps

14.2 Certificate Pay (Public Safety Dispatchers). The following sets forth the schedule for pensionable compensation for certificates attained by public safety dispatchers. Eligible employees shall receive 5% compensation for the first certificate and an additional 2.5% for each additional certificate up to a maximum additional compensation of 12.5%. Under no circumstances shall an eligible employee receive more than 12.5% in additional compensation for certificates. Once a Unit member who obtains a POST Communications Training Officer certificate declines to train pursuant to 14.4 below, then they shall not be entitled to the 2.5% POST Communications Training Officer certificate pay until such time as they agree to conduct such training and the City has someone to train. Eligible certifications:

POST Public Safety Dispatcher Basic Course
POST Dispatcher Intermediate Course
POST Dispatcher Advanced Course
POST Communications Training Officer

14.3 Bilingual Premium Pay. Employees who have been certified as being fluent in a language other than English, or sign language shall receive five percent (5%) premium pay, if the need for fluency is: (1) necessary for the current position, and (2) use of the language for compensation has been previously approved by the employee's supervisor and the Human Resources Department. Qualifications shall be based upon certification of a certifying authority selected by the City. Each employee shall be reviewed annually for bilingual pay as part of the annual evaluation. Authorization and continuation of premium pay shall be at the sole discretion of the City. Nothing contained herein shall preclude the City from requiring proficiency in a second language as a minimum job qualification for any future employee or position.
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14.4 Trainer Premium Pay (Public Safety Dispatchers). Public Safety Dispatchers assigned as trainers shall receive additional premium compensation of $2.00 (two dollars) per hour when working with an assigned trainee on an assigned shift.

14.5 Shift Differential Premium Pay (Public Safety Dispatchers). Public Safety Dispatchers who work between the hours of 5:00 pm and 5:00 am shall be paid a shift differential premium of $2.00 (two dollars) per hour only for those hours worked between 5:00 pm and 5:00 am.

14.6 Reclassification. When a Unit member is reclassified to a new or existing class with an equivalent or higher salary rate, he or she shall be evaluated at the conclusion of six (6) months. After serving six (6) months in the position he or she was reclassified to, the employee shall be eligible for a six month merit increase based upon a satisfactory performance evaluation. This will be the employee's new anniversary date for future performance evaluations/merit increases.

14.7 Reclassification - Y-Rating. When a Unit member is reclassified to a new or existing class with a lower maximum salary rate, he or she may be assigned a “Y-Rate” designation under which the Unit member will remain at his or her current salary. Unit members with “Y-Ratings” will be frozen at their current prevailing pay rate and will not participate in salary range adjustment until salary schedules related to their new assignment exceed the Y-rated pay rate. Establishment of a “Y-Rate” salary for a Unit member is an administrative determination and requires the approval of the Unit member’s department head, the Human Resources Director, and the City Manager. The practice is not to be confused with involuntary demotion, salary range adjustments, or other normal personnel procedures including administrative actions that result in bumping rights.

14.8 Longevity Pay. Employees shall receive additional compensation, effective on the employee’s employment anniversary date, for Longevity as follows:
a) Upon completion of ten (10) years of continuous service, employees will receive additional pay of one percent (1.0%) of base salary; b) Upon completion of fifteen (15) years of continuous service, employees will receive additional pay of one-half percent (total 1.5%) of base salary; c) Upon completion of twenty (20) years of continuous service employees will receive additional pay of one-half percent (total 2.0%) of base salary.

ARTICLE 15 - OVERTIME, ON-CALL PAY

15.1 Maximum Compensatory Time Accrual. All work performed by Unit members in excess of forty (40) hours in one (1) week, or in excess of assigned work schedule (e.g. 9/80), where such hours are required and approved by management, shall be paid at the rate of one and one half (1-1/2) times the employee's regular hourly base rate of pay.

Overtime may be accrued as compensatory time to a maximum of one hundred sixty (160) hours.

15.1a Irrevocable Compensatory Time Leave Cash-Out. Compensatory time off cap is 160 hours, of which a maximum combined compensatory and vacation time amount of up to eighty (80) hours is eligible for an irrevocable cash-out option of up to twice per calendar year to be paid on the last pay check of May and/or November. 977
Completed irrevocable election forms are due no later than December 31 of the calendar year prior to the calendar year in which the employee receives the cashout. Employees will state the amount of hours to be cashed out for the May and November cash-out in their submitted irrevocable election form. Only CTO already accrued in the calendar year for which an election is made may be cashed out. If the employee does not accrue the CTO in the amount elected on form, the cash-out amount will be reduced accordingly to the amount accrued. Cash-outs for CTO accrued in the prior calendar year are not allowed. Employees may choose to have cash-out amount made as an employee contribution to the employee’s 457 deferred compensation plan or retiree health savings plan, subject to any applicable contribution limits imposed by IRS regulations.

15.2 Hours Worked. For purposes of overtime calculation, "hours worked" shall include time spent in required court appearances as set forth in Article 17. Hours worked shall also include approved vacation, holiday and compensatory time off. All other hours paid for but not worked, including sick leave shall not be counted as hours worked for overtime calculation.

15.3 Call Out Minimum Compensation.

The City agrees to pay to the Unit member a minimum of two (2) hours pay for any time worked during the first hour when called out for emergencies, and time and one-half (1/2) for each hour worked thereafter. For example, should an employee be called out to work two (2) hours of emergency duty he would be compensated with three and one-half (3-1/2) hours pay at the regular hourly base rate of pay; two (2) hours pay for the first hour worked and one and one-half (1-1/2) hours pay for the second hour worked. Call out minimum compensation does not apply to answering phone calls or emails off-site or off-duty, though employees are still entitled to pay for actual time worked in responding to such calls. Call Out begins at time of call, including travel time.

If in the future the City provides portable internet capable devices, then call out minimum pay will not apply to use of those devices off duty and/or off site to check and/or respond to calls or clear messages and/or alarms, though employees are still entitled to pay for actual time worked responding to such calls.

15.4 On-Call Pay.
(a) Compensation for all employees placed on-call for a period of one (1) week (defined as one-hundred sixty eight (168) hours less forty (40) hour work week) shall receive additional compensation of twenty (20) hours at the regular rate of pay.
(b) When a holiday falls during a regularly scheduled on-call period, the employee will receive an additional four (4) hours of pay per holiday, at the basic rate of pay.
(c) On-call pay shall not be paid for an employee's scheduled work shift. 978
(d) Employees shall be entitled to receive the pro rata equivalent for any partial week.
(e) On-call assignments shall only be made by the Department Head or his/her authorized representative.
(f) On-call duty shall be served pursuant to a schedule prepared by the Department Head or his/her designee.

15.5 On-Call Status. For purposes of this Article, an employee shall be deemed to be on On-Call status only when all of the following conditions are met:
(a) The appropriate manager has placed the employee in an on-call status by a notice in writing; and,
(b) The employee is required to respond to the City yard or other designated location within a specified time not to exceed thirty (30) minutes; and, (c) While on-call, the employee is prohibited from engaging in any activity which may interfere with the employee's ability to respond to a call and immediately commence the required job performance.

15.6. Communication Devices. An employee in an on-call status may be required to wear a communication device. The requirement to wear a communication device shall not, absent the requirements set forth in section 15.5, constitute the placing of the employee in an oncall status.

ARTICLE 16 - TEMPORARY UPGRADE PAY AND PROMOTION PAY

16.1 Temporary Upgrade (Out of Class). Unit personnel temporarily assigned by management to work in a higher classification, including classifications outside of the Unit for which they are qualified shall receive compensation equivalent to a step on the higher classification salary range which provides a minimum of five percent (5%) above the employee's current salary or the bottom step of the range of the position to which he/she is temporarily upgraded, whichever is greater. Temporary upgrade or “out of class” pay shall be effective the day the assignment is made. At such time as an employee is no longer performing work out of his or her permanent classification, compensation shall be at the regular rate of pay for the permanent classification. When assigning temporary upgrades to work “out of class”, it is the intent of the City that such assignments shall be made in a fair and equitable manner so that all qualified employees are given an opportunity to work such assignments.

The parties agree to continue to meet and confer on this provision 16.1 only, and any such agreement through the continued meet and confer process would replace the language of this provision.

16.2 Promotions. Union personnel promoted to work in a higher classification shall be placed in the new salary range of the higher classification that pays at least five percent (5%) more than the employee received in the lower classification. 979

16.2a Promotional Pay Out of Leave. When employees transfer/promotions occur between bargaining groups, the leave hours will be transferred and maintained by the employee, not cashed out.

16.3 Limited Assignments. Temporary assignments to perform work out of an employee's permanent classification shall be limited in duration to 960-hours in any twelve (12) month period. A time extension to the temporary assignment beyond the initial 960- hours may be made with the written concurrence of IBEW-Local 47.

ARTICLE 17 - PAY FOR JURY DUTY & COURT APPEARANCES

17.1 Jury Duty.
(a) Any employee summoned for attendance to any court for jury duty during his/her normal working hours shall be deemed to be on duty and there shall be no loss of salary, but any jury fees received by him/her shall be paid into the City treasury. Any employee who shall be called as a witness arising out of and in the course of his/her City employment, shall be deemed to be on duty and there shall be no loss of salary, but any witness fees received by him/her shall be paid into the City treasury. An employee absent as a witness in a private matter shall not be entitled to be paid during such absence, he/she may, however, use vacation time for such absence.
(b) All night shift dispatchers who are summoned for jury duty the day following their shift should notify their supervisor to arrange for alternate scheduling. In the event that alternate shift coverage is unavailable, the dispatcher will be allowed time off for up to eight (8) hours before reporting for jury duty and will be compensated for scheduled hours lost as normal working hours. If the same dispatcher is scheduled to work the night following the jury duty summons, they should notify their supervisor to arrange for alternate coverage. Eight (8) hours includes all time between leaving work and the time assigned to report to jury duty or time released from jury duty and returning to scheduled work. Time paid that was not worked for the purpose of this section will not count towards overtime. However, any dispatchers allowed time off either before or after a jury summons will have the option of using regular accruals (vacation or comp time) to account for any scheduled time they would have normally worked, but are allowed off.

17.2 Court Appearances (Public Safety Dispatchers). Represented employees in Dispatch positions shall be compensated for job related off-duty court appearances. The City will pay a minimum of 3 (three) hours for travel to and from appearances in court at a rate of 1 1/2 (one and one half) times the base rate of pay. All travel shall be calculated based on the time required to travel from the employee's work location to the destination.

All hours required in excess of 3 (three) hours shall be compensated at 1 1/2 (one and one half) times the base rate of pay.

ARTICLE 18 - SAFETY EQUIPMENT AND TRAINING
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18.1 Safety Equipment. The City will provide employees safety equipment in accordance with California State Law.

18.2 Uniforms. The City shall provide uniforms for employees who are required by the City to wear a uniform. This includes all field personnel in Public Works, Streets, Parks Maintenance, Transit, Fleet Maintenance, Code Enforcement and Public Safety Dispatch.

Other classifications may be added as the necessity for uniforms becomes apparent.

18.3 Boot/Safety Shoe Allowance. The City shall provide a yearly boot /safety shoe allowance from $125 to $250 to each employee who is required, by the nature of his/her work to wear a specific type/style of shoe or boot. Two hundred fifty dollars ($250) will be granted to employees that are required to wear an approved shoe/boot which meets the minimum standards as determined by the Department Head and approved by the Joint Safety and Training Committee. Departmental standards shall not be less than those which may be required by CalOSHA. One hundred twenty-five dollars ($125) will be granted to employees that are required to wear a boot that is a non-CalOSHA required boot and must be worn as a requirement of their uniform. Employees shall wear approved shoes/boots during working hours where required by work conditions.

18.4 Damaged Property. The City shall reimburse Unit employees the reasonable replacement value of personal property destroyed in the course and scope of their employment. The employee shall make application for reimbursement by presenting to the Department Head the damaged or destroyed article. Personal property subject to this provision consists of personal property necessary to fulfill the employee's job duties and that is approved in advance for use on the job. Replacement for prescription eyewear is limited to $200 per year. Replacement for watches is limited to $100 per year. Excluded from this definition are items of clothing used by the employee in the exercise of his/her discretion in lieu of City issued uniform apparel. Replacement of items will be secondary to any applicable insurance.

18.5 Inclement Weather. Whenever management decides not to send employees into the field during normal work hours due to inclement weather, those employees shall not suffer any loss of regular pay. When employees are not assigned to the field under this provision, they may be given other duties, assigned to training, or be held to respond to emergency calls.

18.6 Joint Safety and Training Committee. The City hereby agrees to create a Joint Safety and Training Committee. The Committee shall consist of an equal number of members appointed by the City and IBEW-Local 47. The Committee shall be advisory only.

The Committee shall meet on a regular basis, but not less than once per quarter. The city and IBEW-Local 47 may agree to meet more frequently on a regular or special basis. The Committee may review work practices, training, procedures and rules and may recommend changes in the interest of health and safety. The Committee may review all serious accidents, injuries or fatalities, and include recommendations resulting from its review in the Committee's minutes.

18.6.1 Reporting. Minutes of all Committee meetings shall be posted on IBEW-Local 47 bulletin boards, with copies to the City Manager, Human Resources 981
Department, and to the IBEW-Local 47 Business Manager, within five (5) working days after the Committee meeting. Specific questions submitted either to the Committee or by the Committee to Management will be responded to within a reasonable time and the answers posted on IBEW-Local 47 bulletin boards.

18.6.2. Discipline. Proceedings of the Committee shall be completely independent of any disciplinary action and the Committee's findings shall not be entered into the record of any such disciplinary proceedings.

ARTICLE 19 - MILEAGE, MEALS AND OTHER REIMBURSEMENT

19.1 Personal Vehicle. Employees shall be reimbursed for use of their own vehicle for authorized City business and for meals as per the administrative policies of the City.

19.2 Emergency Meal Periods. Employees shall earn meals at fixed intervals during periods of call-out overtime, and during an extension of the regular or planned overtime day. (a) Employees called back within two hours after the end of their shift shall earn one thirty minute paid meal period and one meal period compensation of $20.00.
(b) During call-out overtime, one thirty minute meal period and one meal compensation of $20.00 will be earned for each consecutive four hours of paid overtime completed.
(c) During extension of the regular work day, one paid thirty minute meal period and one meal compensation of $20.00 will be earned after two consecutive hours paid overtime completed; thereafter, meals will be earned after completion of each four consecutive hour intervals as described above. (d) Employees that work two consecutive hours or more immediately prior to the beginning of a regular shift will earn one thirty minute meal period and one meal compensation of $20.00.
(e) Planned overtime – If planned overtime extends beyond the length of a regular work day, one paid thirty minute meal period and one meal compensation of $20.00 will be earned after two consecutive hours worked beyond the number of hours in employee’s regular schedule completed; thereafter, meals will be earned after completion of each four consecutive hour intervals of planned overtime. For example, employee’s regular schedule in 4/10’s; when planned overtime exceeds 10 hours in one day this section applies. (f) If “called out” while on planned overtime, Section 19.2(b) goes into effect during the call out.
(g) Paid meal periods will not count as time worked.
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(h) It is recognized that employees may not be able to leave an emergency situation and that the final determination of this fact shall be made by the supervisor in charge of the particular activity.
(i) Employees shall receive pay for earned meal periods and meal compensation regardless of whether the meal period or meal is actually utilized. All meal periods will be paid at the applicable overtime rate.
(j) When Public Safety Dispatchers are notified of the need to extend a work day (or work planned overtime) four hours or less before beginning of the work day to be extended or less than four hours before the start of the planned overtime they will be subject to meal periods under Section 19.2 (b-d) and will qualify for the meal periods and meal compensation of $20.00.

ARTICLE 20 - TUITION REIMBURSEMENT: EDUCATION INCENTIVE

20.1 Qualifications.
(a) Reimbursement under this section shall be made for employee participation in an educational program, which provides broad knowledge with respect to a subject, consistent with the requirements of subsection B immediately below.

This is distinguished from "training" which relates to education in the performance of a limited task or tasks which the employee is required to perform as part of their current employment.
(b) Maximum reimbursement shall be $4,000 per fiscal year. Tuition actually paid will be reimbursed to all permanent employees for courses and required books related to classes qualified for tuition reimbursement approved by the Department Head and taken in an accredited educational institution provided that:
i, The subject matter of the course relates to obtaining a degree, including prerequisites, or relates directly to and contributes toward the employee's position with the City.
ii. The employee has received at least a competent proficiency rating on the last evaluation report.
iii. The employee has furnished evidence that the course has been completed with at least a 'C' or “pass” grade, verified by Human Resources.

20.2 Reimbursement Requirements.
(a) Requests for reimbursement must be completed and returned to the Human Resources Department within three (3) weeks after receipt of course completion documentation. (No reimbursement will be made without bona fide receipts or documentation).
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(b) Reimbursements will be made only after proof of completion of course with minimum ‘C’ average or pass and satisfactory receipts of payment for tuition are approved by the Human Resources Department.

20.3 Education Incentive. A one (1) time Education Incentive shall be paid to represented employees upon successful completion of certain educational programs under the following conditions:
(a) $500.00 (five hundred dollars) shall be payable for successful completion of a certificate program requiring 80 hours or more for completion, from an accredited college or university in an area of specialization related to the duties of the position currently held by the employee as previously approved by the Human Resources Department. An additional $500.00 (five hundred dollars) shall be paid if the certificate is in the area of supervision of personnel. (b) $2,000.00 (two thousand dollars) shall be payable for successful completion of an AA or AS Degree from an accredited college in an area of specialization related to the duties of the position held by the employee at the time the employee completes the program as previously approved by the Human Resources Department.
(c) $3,000.00 (three thousand dollars) shall be payable for successful completion of a BA or BS Degree from an accredited college or university in any subject after 3 (three) years of employment with the City. An additional $1,000.00 shall be paid if the degree is in the area of public or business administration, human resources, accounting, information management, or adult education. (d) $4,000.00 (three thousand dollars) shall be payable for successful completion of a Master’s Degree from an accredited college or university in any subject after 3 (three) years of employment with the City.
(e) Programs shall be accredited by the California State Board of Education or equivalent authority. The incentive payments shall be otherwise subject to such rules and procedures as established by the City. Receipt of education incentive payments shall not be precluded by the fact that the employee may or may not have obtained tuition reimbursement by the City for all or part of the units required for the certificate or degree.
(f) Education incentive payments shall be made according to the following schedule:
100% of the total payable incentive shall be payable upon presentation of acceptable documentation (including transcripts) showing completion of certificate or degree.

It shall be the employees' sole responsibility to provide all necessary documentation, to obtain prior approval and to make the request for education incentive payment.
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ARTICLE 21 - SICK AND BEREAVEMENT LEAVE

21.1 Sick Leave Accrual. Unit members shall accrue three and sixty-nine hundredth (3.69) hours of sick leave per pay period. Sick leave shall accrue up to a cap of four hundred (400) hours. Any hours that exceed the regular cap of four hundred (400) hours will not be accrued. Leave banks can be utilized for time off or for conversions per provisions in the MOU.

21.2 Use Of Sick Leave. Employees with remaining “Old Sick Leave” accounts must utilize the old account hours prior to using regular sick leave hours. Payroll shall use hours from this account if such exists, until it has depleted. Sick leave shall be granted to Unit members only where consistent with the City's Sick Leave Policy (currently AP-1). Except as otherwise provided in the Family Medical Leave Act and Pregnancy Leave (FMLA) and Labor Code Section 233, policies of the City (currently AP-02), not more than one-half (1/2) of the employee's annual accrual of sick leave within any calendar year may be granted to an employee for the care or attendance of members of his/her immediate family.

21.3 Irrevocable Sick Leave Cash-Out. Sick leave accrues at 3.69 hours per pay period up to 400 hours cap, of which a maximum amount of up to fifty (50) hours is eligible for an irrevocable cash-out option each calendar year to be paid on the last pay check of November only if: the cash-out does not reduce the employee’s available sick leave bank below one hundred twenty (120) hours. Completed irrevocable election forms are due no later than December 31 of the calendar year prior to the calendar year in which the employee receives the cash-out. Employees will state the amount of hours to be cashed out for the November cash-out in their submitted irrevocable election form. Only sick leave already accrued in the calendar year for which an election is made may be cashed out. If the employee does not accrue the sick leave in the amount elected on form, the cash-out amount will be reduced accordingly to the amount accrued. Cash-outs for sick leave accrued in the prior calendar year are not allowed. Employees may choose to have cash-out amount made as an employee contribution to the employee’s 457 deferred compensation plan or retiree health savings plan, subject to any applicable contribution limits imposed by IRS regulations.

21.4 Sick leave upon separation. Upon separation, service retirement or termination, after ten (10) years of continuous City service, a represented employee shall be eligible to convert to cash an amount equivalent to thirty percent (30%) of all unused sick leave or contribute the entire remaining balance of sick leave to the deferred compensation account or City's Retiree Medical Savings Plan, if available. After twenty (20) years of continuous City service, a represented employee shall be eligible to convert to cash an amount equivalent to fifty percent (50%) of all unused sick leave or contribute the entire remaining balance of sick leave to the deferred compensation account or City's Retiree Medical Savings Plan, if available. Such reimbursement to be computed based upon the employee's final compensation rate and to be paid within one payroll period of the effective date of separation.

21.5 Sick Leave Conversion to Deferred Compensation. After ten (10) years of continuous City service, the employee shall be eligible to irrevocably elect to convert one 985
hundred percent (100%) of unused sick leave minus forty (40) hours to the City’s Retiree Medical Savings Plan or to the employee’s 457 Deferred Compensation Account (subject to IRS maximum contributions provided by law). Conversion forms are due no later than November 1st of the tenth year of continuous service. The irrevocable option will be converted the following calendar year in the pay period that includes January 1st.

21.6 Bereavement. Unit members shall be allowed five working days, of which three (3) working days are with pay, for bereavement leave upon the death of a member of their family. For the two unpaid days, an employee may use vacation, compensatory time, sick leave, or any other paid leave that would otherwise be available. For this section family includes the following persons: spouse, domestic partner, mother, father, brother, sister, child, stepchild, grandchild, or grandparent of the employee or any one of the same relatives of the employee’s spouse or domestic partner. The three (3) working days of bereavement shall be allowed for each death of a family member. An employee shall be allowed a maximum of forty (40) hours bereavement leave under this section for multiple family deaths occurring during the same twenty-four (24) hour period.

ARTICLE 22 - VACATION AND HOLIDAY ACCRUALS

22.1 Vacation Leave Accrual. For employees of the City as of the date of this MOU, Vacation benefits shall accrue in accordance with the following schedules:

One (1) through four (4) years service
Ten (10) days per year =three and eight one-hundredth (3.08) hours per pay period
Beginning the fifth (5th) year through the 9th year:

Fifteen (15) days per year =four and sixty-two hundredth (4.62) .hours per pay period
Beginning the tenth (10th) year & thereafter:

Twenty (20) days per year =six and fifteen one-hundredth (6.15) hours per pay period

22.2 Maximum Vacation Leave Accrual. An employee may accrue a maximum of three-hundred fifty (350) hours of vacation leave. If an employee has accumulated the maximum allowed under-this Article, said employee will receive no further Vacation Leave accruals until said employee uses a portion of his/her Vacation Leave and his/her Vacation Leave accruals have been reduced below the maximum. There shall be no retroactive receipt of any Vacation Leave lost as a result of this Article

22.3 Vacation Leave Approval Required. Vacations shall begin accruing upon employment and may be taken with approval of the Department Head at any time following the completion of six (6) months of employment within the one (1) year probationary period, but the vacation leave taken shall not be in excess of that actually accrued at the time such vacation is taken. Vacations must be approved a minimum of fourteen (14) days in advance of the first day of such vacation. Exceptions may be made to the fourteen (14) day notice requirement for emergencies or at the discretion of the City as determined by the Department Head or Division supervisor.
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22.4 Vacation Leave Payment Upon Termination. Any employee, who has been in continuous full-time service of the City for a period of six (6) months or more, who is about to terminate his/her employment, and has earned vacation to his credit, shall be paid for such vacation time within one payroll period of the effective date of such termination.

22.5 Irrevocable Vacation Leave Cash-Out. Vacation leave cap is 320 hours, of which a maximum amount of up to eighty (80) hours is eligible for an irrevocable cash-out option each calendar year to be paid on the last pay check of November only if the cash-out does not reduce the employee’s available vacation leave bank below eighty (80) hours.

Completed irrevocable election forms are due no later than December 31 of the calendar year prior to the calendar year in which the employee receives the cash-out. Employees will state the amount of hours to be cashed out for the November cash-out in their submitted irrevocable election form. Only vacation leave already accrued in the calendar year for which an election is made may be cashed out. If the employee does not accrue the vacation leave in the amount elected on form, the cash-out amount will be reduced accordingly to the amount accrued. Cash-outs for vacation leave accrued in the prior calendar year are not allowed. Employees may choose to have cash-out amount made as an employee contribution to the employee’s 457 deferred compensation plan or retiree health savings plan, subject to any applicable contribution limits imposed by IRS regulations.

22.6 Holidays. Holidays for employees covered by this section shall be as follows:

New Year’s Day
Martin Luther King Day
President's Day
Memorial Day
Juneteenth
Fourth of July
Labor Day
Veteran's Day
Thanksgiving
Day after Thanksgiving
Christmas Eve
Christmas
New Year’s Eve
One (1) floating holiday
As indicated in Administrative Policy A-30, Alternative Work Week – A "Holiday bank will be created for each employee to accrue flexible holiday hours. Hours accrued in the bank are subject to a mandatory annual buy-out with the payroll closest to June 1st of each year".

Any buy-out may be converted pre-tax to the Unit member’s 457 Deferred Compensation account (subject to IRS maximum contributions provided by law).

Per the Payroll schedule, the holiday pay-out will occur in the second pay date in June.

22.7 Holidays Falling on Weekend Days. If the scheduled holiday falls on a Friday (regular day off) or Saturday, it may be observed on a Thursday or accrued to the Holiday 987
leave bank as determined by the holiday schedule posted on the City’s Intranet. If the scheduled holiday falls on a Sunday, the holiday will be taken on the following Monday.

22.8 Flex Schedule. Employees working a flex schedule shall be paid holiday time in accordance with the City's Administrative Policy No. A-30.

22.9. Floating Holiday. The floating holiday set forth in Article 22.6 above, shall be credited as ten (10) hours to each represented employee's holiday leave bank effective with the first payroll in each fiscal year. Accrued floating holiday hours may be taken in one hour increments. Leave balances must be used during the fiscal year or they will be cashed out according to Administrative policy A-30.

22.10 Added Holidays. If, during the term of this MOU, the City Council recognizes an additional holiday for City employees, said holiday shall be extended to this Unit.

22.11 Holiday Leave. When Holiday Leave is taken, the employee will be paid at the standard ten (10) hours per day, regardless of the assignment of a ten (10), or twelve (12) hour scheduled workday. When Holiday Leave is taken, anyone working less than a ten (10) hour work day schedule shall receive leave time as compensation for the difference between their regular work day on the holiday and ten (10) hours. An employee may utilize any accrued leave bank except sick leave to supplement the twelve (12) hour scheduled day.

22.12 Holiday Leave Payment Upon Termination. Any Unit employee, who is about to terminate his/her employment, and has earned Holiday leave to his/her credit, shall be paid for such holiday leave within one payroll period of the effective date of such termination at the employee’s then current rate of pay.

ARTICLE 23 - MEDICAL AND DENTAL INSURANCE

23.1.1 Pre-January 1, 2024 Benefits.

Effective July 1, 2019, the cafeteria plan contribution will be increased by $50 to $1,400 per month, or $16,800 annually to each Unit member for the cafeteria benefits plan detailed in this section.
a) Said contribution shall first be used to provide for Health Insurance for employee.

Employee shall be covered by Health Insurance with a City approved Health Plan unless the employee provides proof to the City that employee is covered by another acceptable health plan as determined by the Human Resources Department. b) The balance may be used for any of the following or any combination thereof:
a. Health insurance for employee's spouse and/or dependents. b. Dental insurance for employee, spouse and/or dependents. c. Life insurance for employee, excluding voluntary life insurance. d. Deferred compensation program.
e. Eye care plan for employee, spouse and/or dependents f. Supplemental insurance options
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c) Unit members may elect to receive ninety-two and five-tenths percent (92.5%) of the balance in cash as CalPERS non-includable taxable income, or a portion as cash and a portion to a 457 plan. This election may only occur at time of hire or during Open Enrollment.

During the term of the MOU, upon written notice by the City, parties agree to reopen this Article and begin meeting and conferring no later than two weeks following such written notice.

23.1.2 Benefits Effective January 1, 2024.

The parties have completed the above re-opener negotiations of this Article. The following is effective January 1, 2024. Accordingly, the above Pre-January 1, 2024 Benefits under 23.1.1 shall no longer be in effect as of January 1, 2024. (a) Health Benefit Contributions and Benefit Money.
i. Healthcare Plan Contributions – Effective January 1, 2024, the City shall contribute for each employee who participates in a City Healthcare Plan a maximum amount up to the 2024 rates for mid-tier HMO Healthcare Plan (Blue Shield Access+), which are stated below.

BS ACCESS+
Single Employee $756.65
2 Party $1,513.30
Family $1,967.29
Beginning January 1, 2025 and annually thereafter on January 1, the maximum annual inflator for the City contribution increase is up to 2.5% above the maximum contribution amount for rates for mid-tier HMO Healthcare Plan (Blue Shield Access+ in 2024) of the prior year. ii. In addition to the healthcare plan contribution, employees participating in the City Healthcare Plan shall receive the following amounts as cafeteria plan Benefit Money.

Single Employee $600
2 Party $250
Family $250
Employees may use the Benefit Money stated above for any combination of the following cafeteria plan benefits: (1) dental insurance for employee, spouse, and/or dependents; (2) vision insurance for employee, spouse, and/or dependents; (3) health flexible spending account (health FSA); and/or (4) additional City offered health benefits. Any leftover unused Benefit Money is forfeited.
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*Because of requirements related to the 457 plan election, those employees who are currently contributing to their 457 plan amounts for 2024 from their cafeteria plan contribution would continue to maintain their current level of contribution using the cafeteria plan contribution through the end of 2024 only.

Employees shall be responsible for paying any cost for the employee’s selected cafeteria plan benefits that exceed the City’s contribution described above. (b) Option to Opt-Out with Proof of Alternative Minimum Essential Coverage.

Employees who provide the City with reasonable evidence of alternative minimum essential coverage can decline, in writing, coverage under the City’s Healthcare Plans and will not receive any cafeteria plan contribution from the City. i. Employees hired before July 1, 2024 may opt out and choose to receive a maximum cash out of $1,000 per month as taxable income that is not includable as compensation earnable or pensionable compensation for CalPERS purposes if they meet the conditions of the eligible opt out arrangement described below. Such employees would also receive $150 per month as Non-Medical Benefit Money that may be used for (1) dental insurance for employee, spouse, and/or dependents; (2) vision insurance for employee, spouse, and/or dependents; (3) health flexible spending account (health FSA); and/or (4) additional City offered health benefits. Any leftover unused Non-Medical Benefit Money is forfeited.
ii. Employees hired after July 1, 2024 may opt out and choose to receive a maximum cash out of $500 per month as taxable income that is not includable as compensation earnable or pensionable compensation for CalPERS purposes if they meet the conditions of the eligible opt out arrangement described below. Such employees would also receive $150 per month as Non-Medical Benefit Money that may be used for (1) dental insurance for employee, spouse, and/or dependents; (2) vision insurance for employee, spouse, and/or dependents; (3) health flexible spending account (health FSA); and/or (4) additional City offered health benefits. Any leftover unused Non-Medical Benefit Money is forfeited.
*Because of requirements related to the 457 plan election, those employees who are currently contributing to their 457 plan amounts for 2024 from their cafeteria plan contribution would continue to maintain their current level of contribution using the cafeteria plan contribution through the end of 2024 only.
iii. Eligible Opt Out Arrangement – The eligible opt out arrangement conditions that must be satisfied in order for an employee to receive cash for opting out of the City’s Healthcare Plan coverage are as follows:
a. The employee and the employee’s Tax Family must have (or will have) minimum essential coverage through another source (other than 990
coverage in the individual market, whether or not obtained through Covered California);
b. A Tax Family means all individuals for whom the employee reasonably expects to claim a personal exemption deduction for the taxable year(s) that cover the employee’s plan year for which the eligible opt out arrangement applies;
c. The employee must provide reasonable evidence of the alternative minimum essential coverage for the employee and their Tax Family for applicable period. Reasonable evidence may include an attestation by the employee;
d. The employee must provide the evidence/attestation every plan year; e. The employee must provide the evidence/attestation no earlier than a reasonable time before coverage starts (e.g., open enrollment). The evidence/attestation may also be provided within a reasonable time after the plan year starts; and
f. The cash for opting out cannot be made if the City knows or has reason to know that the employee or the employee’s tax family member does not have alternative minimum essential coverage.

23.2 I.R.S. 125 Flexible Spending Plan (Cafeteria Plan). During the term of this MOU, the City shall maintain an Internal Revenue Service (IRS) 125 plan which will allow employees to allocate specified amounts of monthly pre-tax salary or wages for the reimbursement of medical care expenses or dependent care expenses or both as defined by the IRS.

23.3 Eye Wear Reimbursement. City will also reimburse a maximum total annual (per fiscal year) amount of two hundred ($200) for protective eye wear for an employee.

23.4 Insurance Advisory Committee. The City shall maintain the Benefit Advisory Committee to which the Union may appoint a representative.

23.4.1 Purpose. - The purpose. of the Benefit Advisory Committee shall be to advise the City relative to health, life, and related insurance plans which may be provided to employees of the City including the type of plans, scope of coverage, and the selection of insurance carriers.

23.4.2 Voting. - The Benefit Committee shall determine issues by a majority vote of the members, each, member having one (1) vote.

23.4.3 Selection of Members. - Benefit Committee Members shall be selected as follows:
(a) Representatives of bargaining units shall be selected in a manner to be determined by each respective unit.
(b) The City's Representatives shall be the Deputy Human Resources Director and the Administrative Services Director.

23.4.4 Meetings. The Benefit Committee shall meet as may be necessary to conduct the business of the committee.
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23.4.5 Status. The Advisory Benefit Committee will be advisory only, with no power or prerogative to decide on behalf of the City on issues pertaining to employee insurance coverage.

ARTICLE 24 - RETIREMENT AND MEDICARE

24.1 California Public Employees Retirement System (CalPERS) Formulas. (a) All IBEW-Local 47 represented miscellaneous employees hired prior to December 11, 2012 remain eligible to receive the CalPERS retirement plan known as “two and one-half at fifty-five” retirement (2.5% @ 55) formula for Miscellaneous Employees.
(b) Beginning on or after December 11, 2012, the City implemented the 2% @ 60 retirement formula for miscellaneous new hires with average three years for calculation of final retirement benefit, which after January 1, 2013 shall only apply to new hires defined by CalPERS as “classic members.” (Approved by City Council through side letter December 11, 2012.)
(c) Beginning January 1, 2013, new hires defined by CalPERS as “new members” receive the newly created 2% @ 62 retirement formula with average of three years for calculation of final retirement benefit. (Mandated by the Public Employees Pension Reform Act of 2013.)

24.2 Contributions to CalPERS. All IBEW-Local 47 represented employees shall pay their full member contribution rate to their respective retirement plan with CalPERS.

CalPERS will determine the employee member contribution rates for each retirement formula. The City does not provide any Employer Paid Member Contributions for Unit members.

24.3 F.I.C.A. Represented employees shall pay the employee's portion of FICA and the City shall be responsible for payment of the employer's portion.

ARTICLE 25 - MISCELLANEOUS BENEFITS

25.1 Disability Insurance.
(a) Each employee shall pay the cost of membership in the City's long term disability insurance selected by the City. City agrees to offer a short term disability program at the employee’s expense provided that such short term disability program can be offered in conjunction with the City's existing long term disability insurance and the Short Term Disability waiting period will reduce from 30 days to 7 days. The City will notify IBEW-Local 47 of this option at the City's Annual Benefit Advisory Meeting.
(b) An employee with sick leave accruals available may use their accruals in conjunction with STD/LTD benefits until exhausted. When sick leave is 992
exhausted, an employee may use accumulated vacation leave and may also elect to use compensatory time to extend full pay as long as possible except when exempted by City policy and the Family Medical Policy. An employee is prohibited from receiving more than 100% of salary in combined sick/vacation leave and City's STD/LTD/Paid Family Leave benefits.

Employees who are eligible for the Donated Leave Policy, may not receive more than 100% of salary when combined with STD/LTD/Family Leave Benefits.

25.2 Computer Loan. Every non-probationary member of the Unit shall be entitled to participate in an interest free loan program for the purchase of a computer. The maximum amount of any individual loan shall be equal to one (1) month of an employee's salary. The cumulative amount of loans outstanding hereunder shall not exceed $40,000. The loan shall be upon the terms and conditions established by the City.

25.3 Tool Loan. Every member of the Unit shall be entitled to participate in an interest free loan program for the purchase of mechanic shop tools. The maximum amount of any individual loan shall be equal to one (1) month of an employee's salary. This loan cannot be used concurrently with any other City loan program.

25.4 Direct Deposit. All employees shall be paid by direct deposit of their payroll check into an account of their choice, except those who either do not hold an account with a financial institution that offers direct deposit or who do not hold any account of any type, and such employees will be required to pay a $10 administration fee per payroll. It shall be the responsibility of the employee to establish and maintain such account.

25.5 Utility Allowance. Any represented employee(s) who reside within the City shall receive $150 per month per employee as a discount against the cost of electric and water service during the period of such residency.

25.6 Tool Reimbursement (Equipment Mechanic). Employees in the position of Equipment Mechanic shall be entitled to a reimbursement of up to $1,500 per year upon proof of purchase of tools for use in the performance of their duties. Such purchase shall have been previously approved by the supervisor.

ARTICLE 26 - IBEW-Local 47 RETIREE MEDICAL FUND
Employees agree to pay one percent (1%) of salary into the IBEW Local #47 Retiree Medical Fund.

ARTICLE 27 - LAYOFFS AND RE-EMPLOYMENT

27.1 Purpose. The purpose of this Article is to provide a fair and equitable basis for the reduction of full-time classified personnel due to insufficient work or funds.

27.2 Reasons For Lay Off. The City retains the right to determine when a lack of work or lack of funds condition exists. Lack of work means, that a category of work effort within the City can be fulfilled with fewer employees at an acceptable level of service. Lack 993
of funds, means that the City cannot sustain operations at the current level of employment within the funding available.

27.3 Notice Of Lay Off. Any lay off initiated under the provisions of this document can take place at any time during the year. The City shall notify the affected employees in writing at least fourteen (14) calendar days prior to the employees last day of work. The City reserves the right to pay the employee for such fourteen (14) day period or any remaining portion thereof, and to require the employee to immediately vacate City property. A copy of any notice will be forwarded to the IBEW-Local 47 representative. Any notice of lay off shall, specify the reason for the lay off and effective date. The form and timing of such notice shall be subject to the established Grievance Procedure, provided, however, that the City's decision to lay off is not subject to the grievance procedure. The date of layoff shall not be delayed by the pendency of a grievance.

27.4 Order Of Lay Off. The classifications of employees to be affected by any lay off shall be as determined by the City in its sole discretion. The order of lay off shall be based upon continuous seniority within the affected classification, except as provided in Section

27.4(a). With respect to the classifications which have been retitled by the City, "continuous seniority within the affected classification" shall not be limited to time in the newly titled classification but shall mean all current continuous time in full-time permanent employment with the City in whatever classification.
(a) Critical Position Function. There are various job functions set forth in the. position description for each classification. Certain of these functions may be determined by the City Manager to be vital to the ongoing operations of the City. By way of further definition, a function is "critical" if the City Manager, in the exercise of his/her sole discretion, determines that the City cannot best provide necessary services with the reduced work force without employees capable of performing the "critical" function. A senior employee may be selected for lay off over a more junior employee if the junior employee has demonstrated the ability to perform these critical position functions and the more senior employee has not. No person shall be deprived of the opportunity to develop his/her skills in a critical position function. (b) For purposes of this section, "critical position function" shall be based on the skills necessary to perform the function and not on the performance of specific tasks performed by the incumbent in .any position. "Skill" refers to the basic knowledge and ability necessary to perform a job function e.g. typing, welding, accounting or any recognized subcategory of such function, e.g. pipe welding, welding specialized metals, etc, or cost accounting vs. general accounting. "Tasks" refers to the elements of a position within a department e.g., typing form-A.

27.5 Reduction Of Class.

The establishment of a Class Series List was established as indicated on Attachment “C”.
(a) Any employee who has been given a written notice of layoff may choose to be reduced in classification and compensation, to a classification in which the employee has previously established seniority while in the employ of the City, 994
if the employee has greater continuous seniority with the City than at least one (1) person in the lower classification.
(b) Seniority for purposes of layoff shall be determined by the total continuous time served by an employee in his/her current position in addition to any time served by the employee in a position in the same job series with a pay range equal to or higher than the employee's current position. If an employee leaves the service of the City for any period of time the employee's prior service shall not be considered as service for the purpose of calculating the employee's seniority for any purpose.
(c) Alternatively, and exclusive of an election under the .previous paragraph

27.5(a), an employee may choose to be reduced in classification and compensation to an existing position in a class series, if the employee has greater continuous length of service with the City than the incumbent in the lower classification in the class series. Class series is defined as a vertical succession of positions that encompass the same general set of job duties that increase in complexity and responsibility as one moves upward through the class series.
(d) Relative class standing for subparagraphs (a) and (b) shall be as determined by the salary ranges for the classifications under consideration. The classification with the highest compensated step in the salary range shall be the higher classification
(e) Anything contained herein to the contrary notwithstanding, any employee may choose to be reduced in an entry level position if the employee meets the minimum qualifications for the position and has more seniority with the City than an incumbent in the position. For purposes of this subsection an "entry level position" is a position requiring no prior experience.

27.6 Equal Seniority. If two (2) or more employees subject to layoff have equal class seniority, then the determination as to who has seniority shall be based upon total length of uninterrupted service with the City. If both employees were hired on same day, the employee with the lower City Employee number assigned on the date of hire shall be considered to have seniority.

27.7 Reemployment Rights. Laid off employees will be eligible for reemployment up to eighteen (18) months from date of layoff notice.

ARTICLE 28 - GRIEVANCE PROCEDURE

28.1 Items Subject To Grievance Procedure. Any permanent employee in the competitive service who has a grievance based upon his/her demotion, dismissal, reduction in pay, violation of the personnel ordinance, salary resolution or this MOU, or violation of commonly accepted safety practices not resolved by the Safety Committee, shall be entitled to have the matter reviewed through the following grievance procedure outlined in this article and complete the attached Grievance Form – Attachment A. 995

28.2 Informal Step. An attempt shall be made to ascertain all facts and adjust such grievance on an informal basis between the employee and, if he desires, his/her Steward, and the immediate supervisor. Presentation of such grievance shall be made within fourteen (14) calendar days of the incident causing the grievance, or the date on which the employee first became aware of it.

28.3 Step One. If the grievance is not adjusted to the satisfaction of the employee within fourteen (14) calendar days after presentation of the grievance to the immediate supervisor the grievance shall be submitted in writing by the employee or his/her steward to the Department Head, within the next fourteen (14) calendar days. The Department Head and a representative of the Human Resource Department shall meet with the employee, his/her steward or both within fourteen (14) calendar days of receipt of such written grievance and the Department Head shall deliver his decision in writing to the employee, along with his reasons for such decision, within fourteen (14) calendar days after meeting.

28.4 Step Two. If the grievance is not adjusted to the satisfaction of the employee under the procedures set forth in Sections 28.3 above, the employee or his/her steward may submit the grievance, in writing, to the City Manager, within fourteen (14) calendar days after the completion of the last step under paragraph 28.3 above. The City Manager shall meet with the employee, and his/her steward, if applicable, within fourteen (14) calendar days of receipt of such written grievance, and shall deliver his decision in writing, to the employee, along with the reasons for such decision, within fourteen (14) calendar days after the meeting.

28.5 Step Three. If the grievance is not adjusted to the satisfaction of the employee under the procedures set forth in Sections 28.2, 28.3 and 28.4 above, the employee or his/her representative may submit written notice to the City Manager within fourteen (14) calendar days after the completion of the last step under paragraph 28.4 above of his/her intent to submit the matter to arbitration. In matters of interpretation of this MOU, IBEWLocal 47 shall have the exclusive authority to determine whether a grievance shall be taken to arbitration. In disciplinary cases where IBEW-Local 47 may be required to pay for any part of the cost of such arbitration, IBEW-Local 47 may elect to proceed to arbitration. If IBEW-Local 47 does not elect to do so, then the employee may do so at his/her own expense. The procedures set forth below shall be followed for arbitrations. (a) Within seven (7) calendar days of receipt of the written notice, the parties shall request a list of seven (7) arbitrators from the Federal Mediation and Conciliation Service or any other mutually agreeable mediation service. (b) Within fourteen (14) calendar days of receipt of the list of arbitrators the parties shall attempt to reach an agreement on an arbitrator. Failing to agree on an arbitrator, IBEW-Local 47 and the City shall take turns striking the names or arbitrators from the FMCS list until one (1) name remains. IBEW-Local 47 shall strike the first name.
(c) The parties shall contact the arbitrator to arrange for a mutually convenient time and date for the arbitration hearing.
996
(d) The cost of the arbitrator shall be split equally by the City and IBEW-Local 47 save that if the grievance arises from the administration of discipline, the City shall bear the cost.

28.6 Step Four. Within fourteen (14) calendar days after the parties receive the arbitrator's recommendation the opinion of the arbitrator will be final on matters relating to the interpretation or administration of this MOU. Arbitration on discipline is advisory only. If the decision relates to discipline, within fourteen (14) calendar days after the parties receive the arbitrator's recommendation on disciplinary matters, the City Manager shall advise IBEW-Local 47 and/or the employee and the Department Head whether the City Manager is accepting, rejecting, or modifying the recommended decision. The decision of the City Manager shall be the final decision of the City.

28.7 Change Of Limits. The above time limits may be changed by mutual agreement.

28.8 Mutual Agreement for Additional Mediation/Arbitration. Upon mutual agreement of the parties, a grievance may be submitted to a representative of a mutually agreeable arbitration service for mediation and/or arbitration. Unless agreed otherwise by the parties in writing, the role of the arbitrator shall be advisory only and it shall have no power or authority to impose a result or resolution upon any of the parties.

ARTICLE 29 – ADMINISTRATIVE LEAVE

29.1 Administrative Leave Provision. Employees will be granted paid time off based on their regular work schedule. Employee will be compensated for holidays while they are on paid administrative leave.

ARTICLE 30 - SEVERABILITY CLAUSE
If any of the provisions contained in this MOU are determined to be unlawful, then only such provision(s) shall be deleted from this MOU with the remainder of this MOU remaining in full force and effect. Upon the issuance of a decision by a Court of Competent Jurisdiction declaring any section of this MOU to be unlawful, unenforceable, unconstitutional, or not applicable, the parties agree to meet and confer as soon as possible concerning only those sections.

ARTICLE 31 - COMPLETE AGREEMENT

30.1 Entire Agreement. This MOU is the entire agreement between the parties, terminating all prior agreements, whether written or oral arrangements and practices, and, except as otherwise provided herein, shall conclude all meetings and. conferences during the term of this MOU.

30.2 Items Not Covered. All terms and conditions of employment not covered by this MOU shall continue to be subject to the City's direction and control. 997
ARTICLE 32 - POSTING JOB VACANCIES
City agrees to post on City's website, and IBEW-Local 47 bulletin boards all vacant positions in the Unit.

ARTICLE 33 - RE-OPENERS

32.1 During the term of this MOU, unless otherwise provided, the parties shall not meet and confer with respect to any subject or matter whether or not referred to in this MOU, unless mutually agreed to otherwise.

ARTICLE 34 - RATIFICATION AND EXECUTION.

This MOU has been developed as a result of meet and confer sessions between authorized representatives of the City and IBEW-Local 47 regarding issues related to wages, hours and other terms and conditions of employment. The City's representatives and IBEW-Local 47 have reached an understanding as to certain recommendations to be made to the City Council for the City of Banning and have agreed that the parties hereto will jointly urge said Council to adopt a new wage and benefit resolution which will provide for the changes contained in said joint recommendation. IBEW-Local 47 also represents that its members have ratified this MOU. Accordingly, the parties hereto acknowledge that this MOU shall not be in full force and effect until adoption by the Banning City Council.

In witness whereof, the parties have caused their signatures to be affixed this ___ day of ____, 2024.

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS – LOCAL 47

GENERAL UNIT REPRESENTATIVES
Date: ________________, 20_____
By:

Colin Lavin, Business Manager Sandra Castaneda, Employee Representative John Baca, Assistant Business Manager Nattlely Soriano, Employee Representative

CITY OF BANNING REPRESENTATIVES
998
Date: _________________, 20_____
By:

Doug Schulze, City Manager Art Vela, Public Works Director Nicole Jews, Human Resources Manager Lincoln Bogard, Administrative Services Director Attest:

By: _________________________
City Clerk

ATTACHMENT A
City of Banning-IBEW Local 47 General Unit Grievance Form GRIEVANCE NO.__________
Employee Name: ____________________________________ Date:_____________ Job Class: Dept/Division: __________________
Union Representative: __________________________________________________ Date, time and place of incident leading to grievance:

Detailed account of occurrence (include names of persons involved, if any):

Please state policies, procedures, or guidelines that you feel have been violated:

Grievant Information
999
Proposed solution to grievance:

The grievant should retain a copy of this form for his/her records. The signature below indicates that you are a filing a grievance, and any information on this form is truthful.

Employee Signature Date
Received by Date
Date Submitted Date of Meeting Response/Resolved
Informal Step: (Within
14 days of incident
between Employee,
Steward/ Union
Representative and
Immediate
Supervisor)
Step One: (Within 14
days after Informal
Step submit
grievance in writing to
Immediate
Supervisor.)
Step Two: (Within 14
days from
presentation to
Immediate Supervisor
submit in writing to
City Manager)
1000
Step Three: (Within
14 days after
completion of last
step submit in writing
intent to submit the
matter to arbitration.

Step Four: (Within 14
days after the parties
receive the arbitrator
recommendation the
opinion of the
arbitrator will be final
on matters relating to
the interpretation or
administration of this
MOU.
___________________________________ _______________________________ Employee Signature Date Union Representative Date
___________________________________
City Representative Date
1001

CITY OF BANNING

STAFF REPORT
TO: CITY COUNCIL
FROM: Douglas Schulze, City Manager
PREPARED BY: Patrick Safari, Capital Improvement Projects Manager Art Vela, Director of Public Works
MEETING DATE: December 10, 2024
SUBJECT: Authorize the City Manager to Sign the Notice of Completion for Project No. 2024-01, “Citywide Street Overlay” as Complete and Direct the City Clerk to Record the Notice of Completion
RECOMMENDATION:

Authorize execution of the Notice of Completion.

BACKGROUND:

On June 11, 2024, City Council adopted Resolution 2024-89 awarding a Construction Agreement to Vance Corporation for Project No. 2024-01, “Citywide Street Overlay”. The project was approved in the amount of $1,308,987.71 with a 10% contingency for a total project budget of $1,439,886.48.

The principal items of work included the grinding of existing asphalt concrete (AC) pavement; constructing new AC pavement; crack sealing of existing AC pavement; remove and replace broken sidewalks, curb and gutters; remove and replace access ramps to comply with ADA requirements; and remove and replace all affected pavement markings and striping. The work was performed at various locations throughout the City of Banning as shown in Attachment 3.

The final expensed amount on the project is $1,235,505.15, $73,482.56 under the awarded contract amount.

JUSTIFICATION:

The lowest qualified bidder, Vance Corporation was awarded the contract, and work was completed on October 1, 2024. Public Works staff verified through inspections that the workmanship, materials, and procedures were satisfactory and that the contractor had met the required contract obligations.

FISCAL IMPACT:

The original contract was awarded in the amount of $1,308,987.71 and the final contract amount for this project is $1,235,505.15 which is under the allocated project budget approved under Resolution 2024-89.

The project was funded by Measure A and SB 1 funds.

ALTERNATIVES:

City Council may elect to not accept the project as complete which would keep the project open and prevent the release of retention funds to the contractor.

BUDGETED?:

Yes
1002
CONTRACT/AGREEMENT:

Yes
ATTACHMENTS:

1. Resolution No. 2024-089.pdf

2. Notice of Completion.docx

3. Project Locations.pdf
1003
RESOLUTION 2024- 89

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BANNING, CALIFORNIA, AWARDING A CONSTRUCTION AGREEMENT FOR PROJECT NO. 2024- 01, " CITYWIDE STREET OVERLAY" TO VANCE CORPORATION OF BEAUMONT, CA IN THE AMOUNT OF 1,308, 987. 71 AND ESTABLISHING A TOTAL PROJECT BUDGET OF $ 1,439, 886. 48 WHEREAS, voters in Riverside County approved Measure " A" in 1988, which authorized the Riverside County Transportation Commission to impose an additional one- half percent ( 0.5%) sales tax for the next 20 years to be used for improvements of state highways, public transit systems, and local streets; and
WHEREAS, in 2002, voters in Riverside County approved a 30-year extension of the onehalf percent sales tax for transportation improvements; and WHEREAS, on April 11, 2023, City Council approved Resolution No. 2023- 61 approving the Measure " A" Five Year Capital Improvement Plan; and WHEREAS, Senate Bill 1 (SB 1 ), the Road Repair and Accountability Act of 2017 ( Chapter 5, Statues of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 in order to address the significant multi- modal transportation funding shortfalls statewide; and
WHEREAS, SB 1 requires Cities to include a list of projects proposed to be funded from the Road Maintenance and Rehabilitation Account ( RMRA) created by SB 1, in the City budget.

On June 13, 2023, City Council approved Resolution No. 2023- 103, approving a list of projects to be funded by SB 1; and
WHEREAS, Public Works staff prepared plans and specifications for the scope of work for Project 2024- 01, " Citywide Street Overlay" which included the following items: grinding of existing asphalt concrete ( AC) pavement; constructing new AC; crack sealing of existing AC pavement; removal and replacement of broken sidewalks and curb and gutters; removal and replacement of access ramps to comply with ADA requirements; repair of potholes on various streets; and removal and replacement of all affected pavement markings and striping; and WHEREAS, bid documents for Project No. 2024- 01, " Citywide Street Overlay" were posted on the City' s electronic bidding system, " OpenGov Procurement" on April 5, 2024, and as a result six ( 6) bids were received; and
WHEREAS, staff recommends that a Construction Agreement be awarded to Vance Corporation, the apparent lowest bidder, in the amount of $1,308, 987. 71 and requests that a 10% contingency of $130, 898. 77 be added for a total project budget amount of $1,439, 886. 48; and WHEREAS, the project shall be funded by Account No. 101- 4900- 431. 93-16 ( Measure A) in the amount of $676, 886. 48 and Account No. 102- 4904- 431. 93-15 (SB 1) in the amount $ 763,000.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Banning as follows:

SECTION 1. The Banning City Councils hereby approves the Construction Agreement for Project No. 2024- 01, " Citywide Street Overlay" to Vance Corporation of Beaumont, CA in the amount of Resolution 2024- 89

1004
1 ,308 ,987 .71 and a 10% contingency in the amount of $130 ,898 .77 for a total project budget of 1,439 ,886. 48 and rejecting all other bids .

SECTION 2 . City Council authorizes the City Manager or his designee to make necessary budget adjustments , appropriations and transfers related to the Construction Agreement for Project No . 2024- 01 , "Citywide Street Overlay" and to approve change orders within the 10% contingency .

SECTION 3 . The City Manager is authorized to execute the Construction Agreement with Vance Corporation for Project No . 2024- 01, " Citywide Street Overlay ".

PASSED, APPROVED AND ADOPTED this 11th day of June 2024 .

ATTEST:

Caroline Patton, Admini
City of Banning
APPROVED AS TO FORM:
2:>~ L]sSerita R. Young , City Attorney
Richards , Watson & Gershon
Resolution 2024- 89

Alberto
City of
1005
CERTIFICATION:

I, Caroline Patton, Administrative City Clerk of the City of Banning , California , do hereby certify that the foregoing Resolution 2024- 89, was duly adopted by the City Council of the City of Banning, California, at a regular meeting thereof held on the 11th day of June 2024 by the following vote, to wit:

AYES: Flynn , Happe , Sanchez, and Wallace.

NOES:

ABSENT:

ABSTAIN: Minjares.

Resolution 2024- 89

Caroline Patton , Admi~ i ative City Clerk
City of Banning , California ,
1006
Resolution 2024- 89

Exhibit A
Construction Agreement with Vance Corporation
1007
CONTRACT ( C01039)

CITY OF BANNING CONTRACT FOR
CITYWIDE STREET OVERLAY & IFB 2024- 01
THIS CONTRACT (" Contract") is made and entered this _________ (" Effective Date"), by and between the CITY OF BANNING, a California municipal corporation (" City") and Epsilon Engineering Inc. a California Corporation (" Contractor"). Contractor' s California State Contractor' s license number is 414567; Class A, C31). Contractor' s DIR registration number is 1000008103.

In consideration ofthe mutual covenants hereinafter set forth, the parties hereto agree as follows:

1. Contract Documents. The Contract Documents consist of this Contract, the Notice Inviting Bids, Instructions to Bidders, Bid ( including documentation accompanying the Bid and any post-Bid documentation submitted before the Notice of Award), the Bonds, permits from regulatory agencies with jurisdiction, General Provisions, Special Provisions, Plans, Standard Plans, Standard Specifications, Reference Specifications, Addenda, Change Orders, and Supplemental Agreements. The Contract Documents are incorporated herein by reference.

2. Scope of Services. Contractor shall perform the Work in a good and workmanlike manner for the project identified as Citywide Street Outlay (' 1Project"), as described in this Contract and in the Contract Documents.

3. Compensation. In consideration of the services rendered hereunder, City shall pay Contractor a not to exceed amount of One Million Three Hundred Eight Thousand Nine Hundred Eighty- Seven Dollars and Seventy- One Cents ($ 1,308,987.71) in accordance with the prices as submitted in the Bid.

4. Incorporation by Reference. All of the following documents are attached hereto and incorporated herein by this reference: Workers' Compensation Certificate oflnsurance, Additional Insured Endorsement Comprehensive General Liability), Additional Insured Endorsement ( Automobile Liability), and Additional Insured Endorsement ( Excess Liability).

5. Antitrust Claims. In entering into this Contract, Contractor offers and agrees to assign to City all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec.§ 15) or under the Cartwright Act (Business and Professions Code Section 16700 et seq.) arising from purchases of goods, services, or materials pursuant to the Contract. This assignment shall be made and become effective at the time City tenders final payment to Contractor without further acknowledgment by the parties.

6. Prevailing Wages. City and Contractor acknowledge that the Project is a public work to which prevailing wages apply.

7. Workers' Compensation. Labor Code Sections 1860 and 3700 provide that every contractor will be required to secure the payment of compensation to its employees. In accordance with the provisions of Labor Code Section 1861, by signing this Contract, the Contractor certifies as follows:

I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions ofthat Code, and I will comply with such provisions before commencing the performance of the Work of this Contract."
C-1
1008

8. Titles. The titles used in this Contract are for convenience only and shall in no way define, limit or describe the scope or intent ofthis Contract or any part of it.

9. Authority. Any person executing this Contract on behalf ofContractor warrants and represents that he or she has the authority to execute this Contract on behalf of Contractor and has the authority to bind Contractor to the performance of its obligations hereunder.

10. Entire Agreement. This Contract, including the Contract Documents and any other documents incorporated herein by specific reference, represents the entire and integrated agreement between City and Contractor. This Contract supersedes all prior oral or written negotiations, representations or agreements.

This Contract may not be modified or amended, nor any provision or breach waived, except in a writing signed by both parties that expressly refers to this Contract.

11. Counterparts. This Contract may be executed in counterpart originals, duplicate originals, or both, each ofwhich is deemed to be an original for all purposes.

12. Electronic Signatures. Each Party may adopt as its signature an electronic identification consisting of a symbol or code that is affixed to or contained in each document transmitted by such Party (" electronic signature"). The Parties hereto herby agree that electronic signatures are acceptable, shall have the same force and effect under the law as original wet signatures, and shall be sufficient to verify that the Parties have executed this Agreement and such other documents transmitted by the Parties.

IN WITNESS WHEREOF, the parties hereto have executed the Contract the day and year first above written.

CITY OF BANNING
City Council Approval: _____ _ By:-------------
City Manager Date
ATTEST: APPROVED AS TO FORM:

By: ------------- By:

Administrative City Clerk Date City Attorney Date
CONTRACTOR")
By:-------------
Name: Date
Title:

By: -------------
Name: Date
Title:

C-2
1009

1 Recording Requested by:
2 Office of the City Clerk
3 City of Banning
4 P.O. Box 998
5 Banning, California 92220
6 7 Exempt from Recording Fees Pursuant to Government Code §6103 8 9 NOTICE OF COMPLETION
10 PROJECT NO. 2024-01, “CITYWIDE STREET OVERLAY”
11 12
13 THIS NOTICE OF COMPLETION IS HEREBY GIVEN by the OWNER, the City 14 of Banning, a municipal corporation, pursuant to the provisions of Section 9204 of the Civil 15 Code of the State of California, and is hereby accepted by the City of Banning, pursuant to 16 authority conferred by the City Council this December 10, 2024, and the grantees consent 17 to recordation thereof by its duly authorized agent. 18 19 That the OWNER, the City of Banning, and Vance Corporation of Beaumont, California, 20 the vendee, entered into an agreement dated June 26, 2024, for Project No. 2024-01, 21 “Citywide Street Overlay”.
22 23 The principal items of work include the grinding of existing asphalt concrete (AC) 24 pavement; constructing new AC pavement; crack sealing of existing AC pavement; remove 25 and replace broken sidewalks, curb and gutters; remove and replace access ramps to 26 comply with ADA requirements; and remove and replace all affected pavement markings 27 and striping in the City of Banning per the City of Banning Standard Specifications. 28 29 That the work of improvement was completed on October 1, 2024, for Project No. 2024- 30 01 “Citywide Street Overlay”:
31 (1) The Nature of Interest was civil improvements completed on October 1, 32 2024, for Project No. 2024-01, “Citywide Street Overlay”. 1010

1 (2) That the City of Banning, a municipal corporation, whose address is 2 Banning City Hall, 99 E. Ramsey Street, Banning, California 92220, is completing work 3 of improvement.
4 (3) That said work of improvement was performed at Various Locations in 5 Banning, California 92220.
6 (4) That the original contractor for said improvement was Vance Corporation 7 of Beaumont, California, State Contractor’s License No. 414567. 8 (5) That Performance and Payment bonds were required for this project. 9 (6) The nature of interest is in fee.
10 Dated: December 10, 2024
11 CITY OF BANNING
12 A Municipal Corporation
13 14
15 16 By
17 Douglas Schulze
18 City Manager
19 20 ATTEST:
21 22
23 24 Caroline Patton
25 Administrative City Clerk
26 27 APPROVED AS TO FORM:
28 29
30 Serita R. Young, Esq.
31 City Attorney
32 Richards, Watson & Gershon
33 34
35 1011

1 JURAT
2 A notary public or other officer completing this certificate verifies only the identity 3 of the individual who signed the document to which this certificate is attached, 4 and not the truthfulness, accuracy, or validity of that document. 5 6
7 State of California
8 County of Riverside
9 10 Subscribed and sworn to (or affirmed) before me on this ___day of ___________, 2024 11 by ________________________________, who proved to me on this basis of satisfactory 12 evidence to be the person(s) who appeared before me. 13 14
15 16 (S e a l)
17 ______________________________
18 Notary Public in and for said County
19 and State
20 21 STATE OF CALIFORNIA
22 COUNTY OF RIVERSIDE
23 24 CAROLINE PATTON, being duly sworn, deposes and says:
25 26 That I am the Administrative City Clerk of the City of Banning, which City caused 27 the work to be performed on the real property hereinabove described, and is authorized to 28 execute this Notice of Completion on behalf of said City; that I have read the foregoing 29 Notice and know the contents thereof, and that the facts stated therein are true based upon 30 information available to the City of Banning, and that I make this verification on behalf of 31 said City of Banning. I declare under perjury that the forgoing is true and correct. 32 Executed on ___________________, 2024 at Banning, California. 33 34
35 Caroline Patton
36 Administrative City Clerk
37 City of Banning
38 }
1012
3/14/2024
AC Overlay (2") Streets
Street Name Area (S.F.) AC (Ton)
Nicolet Street 1,162 90,710
Wilson Street 1,769 138,080
8th Street 688 53,680
4th Street 275 21,490
4th Street 622 48,510
Hermosa Street 338 26,360
April Lane 422 32,920
12th Street 516 40,280
Total: 5,792 452,030
Ramp, Sidewalk, Curb & Gutter, X-Gutter, Spandrel, and Driveway Approach (R&R) Locations:

Location:

R&R Sidewalk
(S.F.) R&R C&G (L.F.)
R&R Type II
Ramp (EA)
R&R Res.

Driveway
Approach (S.F.)
R&R X-Gutter
(S.F.)
R&R Spandrel
(S.F.)
Nicolet St, 630 E. 63 32
Nicolet St, 694 E. 348
Nicolet St, 728 E. 104 17
Wilson/Murry NE Corner 25 1 216 204
Wilson/Murry NW Corner 25 1 204
8th St/George NW Corner 25 1 198
8th St/George SW Corner 79 1 36 190
8th St/George NE Corner 32 35 1
8th St/George SE Corner 123 34 1
8th St/Cottonwood NWC 23 1 176
8th St/Cottonwood SWC 27 1 216 176
8th St/Cottonwood SEC 123 34 1
8th St/Christie NEC 72 37 1
8th St/Christie SEC 84 34 1
4th St/George SWC 1
4th St, 577 180
4th St, 525 30 80
4th St, 511 33
4th St, 495 45
4th St, 485 189
4th St, 469 30
4th St, 457 105 260
4th St, 441 28 21
4th St, 427 239 20
4th St, 448 80
4th St, 464 45
4th St, 536 140
City of Banning
Public Works Department
Engineering Division
Project No. 2024-01 "Citywide Street Overlay"
Hargrave Street
Begin End
Alessandro Road
Westward Avenue
Westward Avenue
8th Street
Wilson Street
Ramsey Street
George Street
Lincoln Street
Cul-de-sac
South End
Alessandro Road
Nicolet Street
Livington Street
Nicolet Street
Barbour Street

4th St, 554 60
Hermosa/Lincoln SWC 1 216 204
Hermosa (Lincoln to 447) 1012
Hermosa St, 553 234
Hermosa/Barbour NWC 1 216 204
Hermosa St, n/o 447 350
Hoffer St., 1481 W 20
Paseo De Sol, 871 100
Paseo De Sol, 899 100
Total 3,803 284 14 690 900 1,556
Other Miscellenous Removal and Replacement:
4545 W. Ramsey St - Remove and replace damaged metal beam guardrail 553 Hermosa St - Remove one (1) tree
Hermosa St (b/w Lincoln & Barbour) - Relocate/Replace 4 mail boxes City Corporated Yard (Fleet Maintenance) - Remove and Replace 5' x 6' x 8" thick concrete panels.

CITY OF BANNING

STAFF REPORT
TO: CITY COUNCIL
FROM: Douglas Schulze, City Manager
PREPARED BY: Brandon Robinson, Electrical Engineering Supervisor Art Vela, Director of Public Works
MEETING DATE: December 10, 2024
SUBJECT: Accept an Easement from Tri Pointe Homes for Electric Utility Purposes on Accessor’s Tract Map Nos. 37388-1 Raintree Place, 37389-3 PA 29, and 37388-2 PA 15B, within the Atwell Development for the Maintenance of the City-Owned Electric Distribution System
RECOMMENDATION:

Staff recommends that City Council accept an easement from Tri Pointe Homes for electric utility purposes for Tract Map Nos. 37388-1 Raintree Place, 37389-3 PA 29, 37388-2 PA 15B within the Atwell Development for the maintenance of the City-owned electric distribution system.

BACKGROUND:

Final Tract Maps No. 37388-1 and 37388-2 within the Atwell Development Specific Plan was approved by City Council by Resolution No. 2024-29 on February 27, 2024 and the Final Tract Map No. 37389-3 within the Atwell Development Specific Plan was approved by City Council by Resolution No. 2022-122 on September 13, 2022. Banning Electric Utility has constructed electrical improvements within these tracts that were required to serve the housing development. As part of the Conditions of Approval for the project, the owner is required to provide the City with necessary easements for the maintenance of the City owned electric distribution system.

The facilities within the proposed easements consist of primary underground electric infrastructure required for utility service within the Atwell development.

JUSTIFICATION:

It is necessary to obtain the easements for the City to access and provide maintenance for the Cityowned electric distribution equipment which may include utility poles, conduit with conductors, transformers, switchgear, equipment pads, and meters.

FISCAL IMPACT:

There is no fiscal impact associated with the acceptance of the easement.

ALTERNATIVES:

Do not accept the easement and provide alternative direction.

BUDGETED?:

No
CONTRACT/AGREEMENT:
1015
No
ATTACHMENTS:

1. Easement Tract 37388-1, Raintree Pl.pdf

2. Certificate of Acceptance - Raintree Place

3. Easement Tract 37389-3, PA29.pdf

4. Certificate of Acceptance - Easement for 37389-3, PA 29.

5. Easement Tract 37388-2, PA 15B.pdf

6. Certificate of Acceptance - Easement for 37388-2, PA 15B 1016
1017
1018

EXHIBIT “A”

PUBLIC ELECTRIC EASEMENT
CITY OF BANNING PROJECT ID NO. RW 24-0020

LEGAL DESCRIPTION
VARIOUS STRIPS OF LAND LYING WITHIN LOT ‘F’ AND LOT ‘G’ OF TRACT NO. 37388-1, IN THE CITY OF BANNING, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, AS FILED IN MAP BOOK 495, PAGES 1 THROUGH 5, INCLUSIVE, RECORDS OF SAID COUNTY, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

STRIP 1:

COMMENCING AT THE CENTERLINE INTERSECTION OF RAINTREE PLACE, HAVING A HALF WIDTH OF 35.00 FEET, AND SEQUOIA PLACE, HAVING A HALF WIDTH OF 28.00 FEET AS SHOWN ON TRACT NO. 37388-4, IN THE CITY OF BANNING, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, AS FILED IN MAP BOOK 495, PAGES 97 THROUGH 106, INCLUSIVE, RECORDS OF SAID COUNTY; THENCE ALONG THE CENTERLINE OF SAID SEQUOIA PLACE SOUTH 18°59’04” WEST 47.94 FEET; THENCE PERPENDICULAR TO SAID CENTERLINE OF SEQUOIA PLACE SOUTH 71°00’56” EAST

28.00 FEET TO THE EAST RIGHT OF WAY LINE OF SAID SEQUOIA PLACE, SAID POINT ALSO BEING

ON THE SOUTHERLY RIGHT OF WAY LINE OF SAID RAINTREE PLACE AND THE NORTHERLY LINE OF SAID LOT ‘G’ AND THE TRUE POINT OF BEGINNING;

THENCE ALONG SAID SOUTHERLY RIGHT OF WAY LINE OF RAINTREE PLACE AND SAID NORTHERLY LINE OF LOT ‘G’ THE FOLLOWING TWO (2) COURSES:

1. NORTH 61°14’34” EAST 20.17 FEET TO THE BEGINNING OF A NON-TANGENT CURVE, CONCAVE NORTHERLY, HAVING A RADIUS OF 435.00 FEET, A RADIAL LINE TO THE BEGINNING OF SAID NON-TANGENT CURVE BEARS SOUTH 13°30’04” WEST;

2. SOUTHEASTERLY ALONG SAID NON-TANGENT CURVE, THROUGH A CENTRAL ANGLE OF 1°57’27”, AN ARC LENGTH OF 14.86 FEET;

THENCE LEAVING SAID SOUTHERLY RIGHT OF WAY LINE OF RAINTREE PLACE AND SAID NORTHERLY LINE OF LOT ‘G’ SOUTH 11°56’20” WEST 14.40 FEET TO THE SOUTHERLY LINE OF SAID LOT ‘G’, SAID POINT ALSO BEING ON THE NORTHERLY LINE OF LOT 32 AS SHOWN ON SAID TRACT NO. 37388-4;
THENCE ALONG SAID SOUTHERLY LINE OF LOT ‘G’ AND SAID NORTHERLY LINE OF LOT 32 NORTH 89°46’46” WEST 31.79 FEET TO THE SOUTHWEST CORNER OF SAID LOT ‘G’, SAID POINT ALSO BEING THE NORTHWEST CORNER OF SAID LOT 32, ALSO BEING ON SAID EAST RIGHT OF WAY LINE OF SEQUOIA PLACE;

THENCE ALONG SAID EAST RIGHT OF WAY LINE OF SEQUOIA PLACE AND THE EAST LINE OF SAID LOT ‘G’ NORTH 18°59’04” EAST 7.92 FEET TO THE TRUE POINT OF BEGINNING.

SAID PUBLIC ELECTRIC EASEMENT CONTAINS 435 SQUARE FEET, MORE OR LESS. 1019

EXHIBIT “A”

PUBLIC ELECTRIC EASEMENT
CITY OF BANNING PROJECT ID NO. RW 24-0020

LEGAL DESCRIPTION
STRIP 2:

COMMENCING AT THE CENTERLINE INTERSECTION OF RAINTREE PLACE, HAVING A HALF WIDTH OF 35.00 FEET, AND HIGHLAND HOME ROAD, HAVING A HALF WIDTH OF 52.00 FEET AS SHOWN ON SAID TRACT NO. 37388-1;
THENCE ALONG THE CENTERLINE OF SAID RAINTREE PLACE NORTH 89°46’46” WEST 114.45 FEET;
THENCE PERPENDICULAR TO SAID CENTERLINE OF RAINTREE PLACE SOUTH 0°13’14” WEST

35.00 FEET TO THE SOUTH RIGHT OF WAY LINE OF SAID RAINTREE PLACE, SAID POINT ALSO BEING ON THE NORTH LINE OF SAID LOT ‘F’ AND THE TRUE POINT OF BEGINNING; THENCE CONTINUING SOUTH 0°13’14” WEST 10.75 FEET;
THENCE NORTH 89°46’46” WEST 14.12 FEET TO A POINT ON THE SOUTHWESTERLY LINE OF SAID LOT’F’, SAID POINT ALSO BEING ON THE NORTHEASTERLY LINE OF LOT 15 AS SHOWN ON TRACT NO. 37388-2, IN THE CITY OF BANNING, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, AS FILED IN MAP BOOK 495, PAGES 6 THROUGH 13, RECORDS OF SAID COUNTY, SAID POINT ALSO BEING ON A NON-TANGENT CURVE, CONCAVE SOUTHWESTERLY, HAVING A RADIUS OF 100.00 FEET, A RADIAL LINE TO THE BEGINNING OF SAID NON-TANGENT CURVE BEARS NORTH 19°44’59” EAST;

THENCE NORTHWESTERLY ALONG SAID NON-TANGENT CURVE, SAID SOUTHWESTERLY LINE OF LOT ‘F’ AND SAID NORTHEASTERLY LINE OF LOT 15, THROUGH A CENTRAL ANGLE OF 2°20’06”, AN ARC LENGTH OF 4.09 FEET;
THENCE LEAVING SAID SOUTHWESTERLY LINE OF LOT ‘F’ AND SAID NORTHEASTERLY LINE OF LOT 15 NORTH 0°13’14” EAST 9.47 FEET TO SAID NORTH LINE OF LOT ’F’ AND SAID SOUTH RIGHT OF WAY LINE OF RAINTREE PLACE;
THENCE ALONG SAID NORTH LINE OF LOT ‘F’ AND SAID SOUTH RIGHT OF WAY LINE OF RAINTREE PLACE SOUTH 89°46’46” EAST 18.00 FEET TO THE TRUE POINT OF BEGINNING.

SAID PUBLIC ELECTRIC EASEMENT CONTAINS 191 SQUARE FEET, MORE OR LESS. 1020

SUBJECT TO ALL CONDITIONS, RESERVATIONS, EASEMENTS AND RIGHTS OF RECORDS, IF ANY.

SEE EXHIBIT “B” ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.

PREPARED UNDER THE SUPERVISION OF:
_________________________________________
DARYL J. CHRISTIAN, PLS 8554 DATE
RECOMMENDED FOR ACCEPTANCE BY:
_________________________________________
ROBERT C. OLLERTON, PLS, DATE
ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA, INC.
1021
N 89°46'46" W

31.79'
S 71°00'56" E 28.00' N 61°14'34" E 20.17'
1 35'
35'
28'
28'
L13'
C1
S 18°59'04" W

47.94'
L2
S 13°30'04" W (RAD) S 11°32'37" W (RAD)
Δ=36 ° 40'53" R= 400.00 L=256.08'

PUBLIC ELECTRIC EASEMENT
P L A N N E R S E N G I N E E R S S U R V E Y O R S SCALE: 1" = 20' SHEET 1 OF 2

BOUNDARY PLAT
M.B. MAP BOOK
NO. NUMBER
P.O.C. POINT OF COMMENCEMENT
T.P.O.B. TRUE POINT OF BEGINNING
LEGEND:

PUBLIC ELECTRIC

EASEMENT
EASEMENT NOTES:
1 UOIA
P.O.C. PLACE
TR. NO. 37388-1
M.B. 495/ 1-5
CL
CL

LOT 'B'

SURVEYOR'S CERTIFICATE
PREPARED UNDER THE SUPERVISION OF:

DARYL J. CHRISTIAN DATE
LICENSED LAND SURVEYOR NO. 8554 HIGHLAND HOME ROAD

RAINTREE PLACE
SEE SHEET 2
T.P.O.B.

STRIP 1 PLACE 435 SF
SEQ

TREE RAIN

ABBREVIATIONS
SEE SHEET 2
LINE & CURVE TABLE:

SEE BELOW
M.B. 495/ 1-5
TR. NO. 37388-1

LOT 'B'

LOT 'C'

LOT 'G'

LOT 'A'

LOT 'H' PLACE SEQUOIA

LOT 'G'

INDICATES NON-EXCLUSIVE

EASEMENT FOR PUBLIC UTILITY

PURPOSES TO THE CITY OF

BANNING PER TRACT
NO. 37388-1, M.B. 495/1-5

LOT 'F'
1022
S 89°46'46" E

18.00' L3
L4
C2L5 S 0°13'14" W 35.00'
N 89°46'46" W 114.45' 35' 35'
32' 20' N 17°24'33" E (RAD) N 19°44'59" E (RAD)
13' N 0°13'14" E
2 LINE TABLE
LINE #
L1
L2
L3
L4
L5

BEARING
S 11°56'20" W
N 18°59'04" E
S 0°13'14" W
N 89°46'46" W
N 0°13'14" E

DISTANCE

14.40'

7.92'

10.75'

14.12'

9.47'

CURVE TABLE
CURVE #
C1
C2
DELTA
1°57'27"
2°20'26"
RADIUS
435.00'
100.00'
LENGTH

14.86'

4.09'

TANGENT

7.43'

2.04'
M.B. MAP BOOK
NO. NUMBER
P.O.C. POINT OF COMMENCEMENT
T.P.O.B. TRUE POINT OF BEGINNING
LEGEND:

PUBLIC ELECTRIC

EASEMENT

INDICATES NON-EXCLUSIVE

EASEMENT FOR PUBLIC UTILITY

PURPOSES TO THE CITY OF BANNING
PER TRACT NO. 37388-1, M.B. 495/1-5
EASEMENT NOTES:
1 T.P.O.B.

STRIP 2
191 SF CL
CL

ABBREVIATIONS

PUBLIC ELECTRIC EASEMENT

P L A N N E R S E N G I N E E R S S U R V E Y O R S
SCALE: 1" = 20'
SHEET 2 OF 2

BOUNDARY PLAT
P.O.C.

TR. NO. 37388-1
M.B. 495/ 1-5

LOT 'B' LOT 'A'

LOT 'F'

RAINTREE PLACE HIGHLAND HOME ROAD

DEED TO THE COUNTY OF RIVERSIDE

FOR PUBLIC HIGHWAY RECORDED
DECEMBER 8, 1905 IN BOOK 211,
PAGE 251 OF OFFICIAL RECORDS.
2 1023
Recording Requested by:

City Clerk
City of Banning
P.O. Box 998
Banning, CA 92220

NO RECORDING FEE PER SECTION
6103 OF THE GOVERNMENT CODE

CERTIFICATE OF ACCEPTANCE
This is to certify that the EASEMENT – PUBLIC ELECTRIC UTILITY PURPOSES from Tri Pointe Homes IE-SD, Inc., dated 11/12/2024, is hereby accepted by THE CITY OF BANNING pursuant to authority conferred by the City Council this 10th day of December 2024, and the grantees consent to recordation thereof by its duly authorized agent.

Dated: December 10, 2024

CITY OF BANNING
________________________________
Caroline Patton, Administrative City Clerk
1024
1025
1026

EXHIBIT “A”

PUBLIC ELECTRIC EASEMENT
CITY OF BANNING PROJECT ID NO. RW 24-0021

LEGAL DESCRIPTION
BEING A PORTION OF PARCELS “A” AND “B” LOT LINE ADJUSTMENT NO. 23-5002, IN THE CITY OF BANNING, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, RECORDED JUNE 2, 2003 AS INSTRUMENT NO. 2023-0157668, RECORDS OF SAID COUNTY, MORE PARTICULARLY DESCRIBED AS FOLLOWS:

COMMENCING AT THE SOUTHWEST CORNER OF SAID PARCEL “B”, SAID POINT ALSO BEING ON THE EASTERLY RIGHT OF WAY LINE OF LILAC PLACE, HAVING A HALF WIDTH OF 28.00 FEET AND THE NORTHWEST CORNER OF LOT 92, BOTH AS SHOWN ON TRACT NO. 37389-3, IN THE CITY OF BANNING, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, AS FILED IN MAP BOOK 485, PAGES 85 THROUGH 94, INCLUSIVE, RECORDS OF SAID COUNTY;
THENCE ALONG THE WESTERLY LINE OF SAID PARCEL “B” AND SAID EASTERLY RIGHT OF WAY LINE OF LILAC PLACE NORTH 34°02’18” WEST 76.93 FEET TO THE TRUE POINT OF BEGINNING; THENCE CONTINUING NORTH 34°02’18” WEST 10.00 FEET;
THENCE LEAVING SAID WESTERLY LINE OF PARCEL “B” AND SAID EASTERLY RIGHT OF WAY LINE OF LILAC PLACE NORTH 55°57’42” EAST 64.46 FEET;
THENCE NORTH 34°02’18” WEST 5.00 FEET;
THENCE NORTH 55°57’42” EAST 10.00 FEET;
THENCE SOUTH 34°02’18” EAST 15.00 FEET;
THENCE SOUTH 55°57’42” WEST 36.96 FEET;
THENCE SOUTH 34°02’18” EAST 58.33 FEET;
THENCE SOUTH 55°57’42” WEST 20.50 FEET;
THENCE NORTH 34°02’18” WEST 10.00 FEET;
THENCE NORTH 55°57’42” EAST 10.50 FEET;
THENCE NORTH 34°02’18” WEST 48.33 FEET;
THENCE SOUTH 55°57’42” WEST 27.50 FEET TO THE TRUE POINT OF BEGINNING.

SAID PUBLIC ELECTRIC EASEMENT CONTAINS 1,483 SQUARE FEET, MORE OR LESS. 1027

EXHIBIT “A”

PUBLIC ELECTRIC EASEMENT
CITY OF BANNING PROJECT ID NO. RW 24-0021

LEGAL DESCRIPTION
SUBJECT TO ALL CONDITIONS, RESERVATIONS, EASEMENTS AND RIGHTS OF RECORDS, IF ANY.

SEE EXHIBIT “B” ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.

PREPARED UNDER THE SUPERVISION OF:
_________________________________________
DARYL J. CHRISTIAN, PLS 8554 DATE
RECOMMENDED FOR ACCEPTANCE BY:
_________________________________________
ROBERT C. OLLERTON, RLS, DATE
ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA, INC.
1028
S 55°57'42" W 27.50'
S 55°57'42" W 20.50'
N 34°02'18" W

76.93'
N 55°57'42" E

64.46' S 55°57'42" W

36.96'
S 34°02'18" E

58.33' N 34°02'18" W

48.33'
L1
L2
L3
L4
L5
L1
28'
28'
8' 1
10'
10'

LINE TABLE
LINE #
L1
L2
L3
L4
L5

BEARING
N 34°02'18" W
N 34°02'18" W
N 55°57'42" E
S 34°02'18" E
N 55°57'42" E

DISTANCE

10.00'

5.00'

10.00'

15.00'

10.50'
SCALE: 1" = 20'
P.O.C.

T.P.O.B.

LILAC PLACE
PARCEL "B"
PARCEL "A"
L.L.A. NO. 23-5002
INST. NO. 2023-0157668
REC. 06/02/2023
L.L.A. NO. 23-5002
INST. NO. 2023-0157668
REC. 06/02/2023

PUBLIC ELECTRIC EASEMENT

BOUNDARY PLAT
SHEET 1 OF 1

P L A N N E R S E N G I N E E R S S U R V E Y O R S

LOT 'E'
TR. NO. 37389-3
M.B. 485/ 85-94
92 ABBREVIATIONS
M.B. MAP BOOK
NO. NUMBER
P.O.C. POINT OF COMMENCEMENT
T.P.O.B. TRUE POINT OF BEGINNING
LEGEND:

INDICATES NON-EXCLUSIVE

EASEMENT FOR PUBLIC UTILITY

PURPOSES TO THE CITY OF

BANNING PER TRACT
NO. 37389-3, M.B. 485/85-94
EASEMENT NOTES:
1 PUBLIC ELECTRIC

EASEMENT
(1,483 SF)

SURVEYOR'S CERTIFICATE
PREPARED UNDER THE SUPERVISION OF:

DARYL J. CHRISTIAN DATE
LICENSED LAND SURVEYOR NO. 8554
LC
CITY OF BANNING PROJECT ID NO. RW 24-0021
1029
Recording Requested by:

City Clerk
City of Banning
P.O. Box 998
Banning, CA 92220

NO RECORDING FEE PER SECTION
6103 OF THE GOVERNMENT CODE

CERTIFICATE OF ACCEPTANCE
This is to certify that the EASEMENT – PUBLIC ELECTRIC UTILITY PURPOSES from Atwell Community Association, dated 11/12/2024, is hereby accepted by THE CITY OF BANNING pursuant to authority conferred by the City Council this 10th day of December 2024, and the grantees consent to recordation thereof by its duly authorized agent.

Dated: December 10, 2024

CITY OF BANNING
________________________________
Caroline Patton, Administrative City Clerk
1030
1031
1032
1033
1034
Recording Requested by:

City Clerk
City of Banning
P.O. Box 998
Banning, CA 92220

NO RECORDING FEE PER SECTION
6103 OF THE GOVERNMENT CODE

CERTIFICATE OF ACCEPTANCE
This is to certify that the EASEMENT – PUBLIC ELECTRIC UTILITY PURPOSES from Tri Pointe Homes IE-SD, Inc., dated 11/12/2024, is hereby accepted by THE CITY OF BANNING pursuant to authority conferred by the City Council this 10th day of December 2024, and the grantees consent to recordation thereof by its duly authorized agent.

Dated: December 10, 2024

CITY OF BANNING
________________________________
Caroline Patton, Administrative City Clerk
1035

CITY OF BANNING

STAFF REPORT
TO: CITY COUNCIL
FROM: Douglas Schulze, City Manager
PREPARED BY: David Newell, Community Development Director MEETING DATE: December 10, 2024
SUBJECT: Consideration of Introduction and First Reading of Ordinance 1607, Amending Chapter 15.76 of the Banning Municipal Code to Update the City's Participation in the Western Riverside County Transportation Uniform Mitigation Fee (TUMF) Program, Consideration and Adoption of Resolution 2024-196, Approving a TUMF Nexus Study to Amend the TUMF Schedule that is Applicable to Development Projects in Banning Pursuant to the Mitigation Fee Act, and Making a Determination of Exemption Under the California Environmental Quality Act RECOMMENDATION:

1. Waive full reading and introduce by title only Ordinance 1607 and determine this action is exempt under CEQA

2. Adopt Resolution 2024-196, approving a TUMF Nexus Study to amend the TUMF schedule and determine this action is exempt under CEQA
BACKGROUND:

The City of Banning is a Member Jurisdiction of the Western Riverside Council of Governments ("WRCOG"), a joint powers agency comprised of the County of Riverside and eighteen (18) cities located in Wester Riverside County. Acting in concert, in 2002-2003 the WRCOG Member Jurisdictions developed a plan whereby the shortfall in funds needed to enlarge the capacity of the Regional System of Highways and Arterials due to new development in Western Riverside County could be made up in part by a Transportation Uniform Mitigation Fee (“TUMF”) on future residential, commercial and industrial development. As a Member Jurisdiction of WRCOG and as a TUMF Participating Jurisdiction, the City participated in the preparation of a certain “Western Riverside County Transportation Uniform Fee Nexus Study,” (“2002 Nexus Study”) later adopted by the WRCOG Executive Committee. Based on the 2002 Nexus Study, the City adopted and implemented an ordinance authorizing the City’s participation in a TUMF Program, which was amended in 2019 by Ordinance 1549 and located in Chapter 15.76 ("Western Riverside County Transportation Uniform Mitigation Fee Program") of Title 15 ("Buildings and Construction") of the Banning Municipal Code.

Pursuant to the Mitigation Fee Act (Gov. Code §§ 66000 et seq.), WRCOG has prepared a new nexus study (“2024 Nexus Study”) to update the fees. On September 9, 2024 the WRCOG Executive Committee reviewed the 2024 Nexus Study and recommended TUMF Participating Jurisdictions update their fees by amending their applicable TUMF ordinances to reflect changes in the TUMF network and the cost of construction.

JUSTIFICATION:

The proposed Ordinance provides the legal basis for a revised TUMF schedule. The actual TUMF 1036
schedule will be established through the Resolution.

In accordance with the Mitigation Fee Act, the proposed Ordinance and 2024 Nexus Study: (i) identify the purpose of the revised fees; (ii) identify the use to which the revised fees is to be put, including identification of any facilities to be financed; (iii) determine how there is a reasonable relationship between the fee’s use and the type of development project on which the fee is imposed; (iv) determine how there is a reasonable relationship between the need for the public facilities and the type of development project upon which the fees are imposed; and (v) determine how there is a reasonable relationship between the amount of the fees and the cost of the public facilities or portion or the public facility attributable to the development on which the fees are imposed.

The resolution will establish the Fee Schedule for TUMF as follows:

1. $12,380 per single family residential unit 1,800 square feet or less

2. $13,927 per single family residential unit between 1,801 and 2,300 square feet

3. $15,476 per single family residential unit between 2,301 and 2,700 square feet

4. $19,344 per single family residential unit greater than 2,700 square feet

5. $7,816 per multi-family residential unit

6. $2.33 per square foot of an industrial project

7. $7.72 per square foot of a retail commercial project

8. $4.89 per square foot of a service commercial project

9. $2.45 per square foot of a service Class A and B Office The effective date for the new TUMF Schedule is April 1, 2025.

FISCAL IMPACT:

Fiscal impact for ordinance and resolution preparation include publication costs ($776) and some City staff time to prepare the staff report and attachments; however, WRCOG prepared most information (nexus study, and templates for staff report, ordinance and resolution) to minimize impacts to City staff.

If approved, the proposed ordinance and resolution will assure the City as a Member Agency of WRCOG collects its share of development impact fees from development projects consistent with the other Member Agencies of WRCOG, in order to receive benefits from shared funding pool for roadway improvements in the region and City of Banning. Recent local transportation projects that have benefitted from the City's compliance with and implementation of the TUMF Program include the Sun Lakes Boulevard extension and the Highland Springs Interchange improvement. The City has benefited in the with funding towards the Sunset Grade Separation Project, and future projects eligible for funding include the Hargrave Grade Separation, Sunset Interchange Improvements, and the Cabazon Connector Project.

ALTERNATIVES:

Do not introduce the ordinance or adopt the associated resolution and provide alternative direction to staff. It should be noted that this alternative may result in the loss of funding for current transportation projects (Sun Lakes Boulevard Extension) and inhibit future transportation improvements, resulting in traffic congestion and unacceptable levels of service. Furthermore, the failure to mitigate growing traffic impacts on the Regional System will substantially impair the ability of public safety services (police and fire) to respond and, thus, adversely affect the public health, safety and welfare.

BUDGETED?:

Yes
CONTRACT/AGREEMENT:

No
1037
ATTACHMENTS:

1. Ordinance 1607 TUMF Program.docx

2. Ordinance Exhibit A (Map of the Regional System)

3. Ordinance Exhibit B - TUMFNexusStudy(240909)

4. Resolution 2024-196, TUMF Schedule.doc

5. 2024 11 29_12 06_Affidavit_PHN Ord Summary 1607.pdf
1038
Ordinance 1607

ORDINANCE NO. 1607

AN ORDINANCE OF THE CITY OF BANNING, CALIFORNIA,
AMENDING AND SUPERSEDING ORDINANCE NO. 1549 TO

UPDATE PARTICIPATION IN THE WESTERN RIVERSIDE

COUNTY TRANSPORTATION UNIFORM MITIGATION FEE
(TUMF) PROGRAM AND MAKING A DETERMINATION OF

EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL

QUALITY ACT
WHEREAS, the City of Banning (“City”) is a member agency of the Western Riverside Council of Governments (“WRCOG”), a joint powers agency comprised of the County of Riverside and 18 cities located in Western Riverside County Acting in concert, the WRCOG Member Agencies developed a plan whereby the shortfall in funds needed to enlarge the capacity of the Regional System of Highways and Arterials in Western Riverside County (the “Regional System”) could be made up in part by a Transportation Uniform Mitigation Fee (“TUMF”) on future residential, commercial and industrial development. A map depicting the boundaries of Western Riverside County and the Regional System is attached here as Exhibit “A” and incorporated herein. As a Member Agency of WRCOG and as a TUMF Participating Jurisdiction, the City participated in the preparation of a certain “Western Riverside County Transportation Uniform Fee Nexus Study,” dated October 18, 2002 (the “2002 Nexus Study”) prepared in compliance with the Mitigation Fee Act (Gov. Code §§ 66000 et seq.) and adopted by the WRCOG Executive Committee. Based on the 2002 Nexus Study, the City adopted and implemented an ordinance authorizing the City’s participation in a TUMF Program; and
WHEREAS, in 2016, the TUMF Nexus Study (“2016 Nexus Study”) was updated for the purpose of updating the fees. On July 10, 2017, the WRCOG Executive Committee reviewed the 2016 Nexus Study and TUMF Program and recommended TUMF Participating Jurisdictions amend their applicable TUMF ordinances to reflect changes in the TUMF network and the cost of construction in order to update the TUMF Program; and
WHEREAS, on September 11, 2017, the City adopted Ordinance No. 1514 which adopted the 2016 Nexus Study and updated the TUMF; and WHEREAS, in 2018, the TUMF Program was altered to adopt a process in which WRCOG calculates and collects TUMF on behalf of member agencies under the Western Riverside County Transportation Uniform Mitigation Fee Program Ordinance of 2018; and
WHEREAS, on August 27, 2019, the City adopted Ordinance No. 1549 allowing WRCOG to calculate and collect TUMF on behalf of the City; and WHEREAS, WRCOG, with the assistance of TUMF Participating Jurisdictions, has prepared an updated nexus study entitled “Transportation Uniform Mitigation Fee 1039
Ordinance 1607

Nexus Study: 2024 Update” (“2024 Nexus Study”) pursuant to California Government Code sections 66000 et seq. (the Mitigation Fee Act), for the purpose of updating the fees. On September 9, 2024, the WRCOG Executive Committee reviewed the 2024 Nexus Study and TUMF Program and recommended TUMF Participating Jurisdictions amend their applicable TUMF ordinances to reflect changes in the TUMF network and the cost of construction in order to update the TUMF Program; and WHEREAS, consistent with its previous findings made in the adoption of Ordinance Nos. 1514 and 1549, the City Council has been informed and advised, and hereby finds, that if the capacity of the Regional System is not enlarged and unless development contributes to the cost of improving the Regional System, the result will be substantial traffic congestion in all parts of Western Riverside County, with unacceptable Levels of Service. Furthermore, the failure to mitigate growing traffic impacts on the Regional System will substantially impair the ability of public safety services (police and fire) to respond and, thus, adversely affect the public health, safety and welfare. Therefore, continuation of a TUMF Program is essential; and WHEREAS, the City Council finds and determines that there is a reasonable and rational relationship between the use of the TUMF and the type of development projects on which the fees are imposed because the fees will be used to construct the transportation improvements that are necessary for the safety, health and welfare of the residential and non-residential users of the development in which the TUMF will be levied; and
WHEREAS, the City Council finds and determines that there is a reasonable and rational relationship between the need for the improvements to the Regional System and the type of development projects on which the TUMF is imposed because it will be necessary for the residential and non-residential users of such projects to have access to the Regional system. Such development will benefit from the Regional System improvements and the burden of such developments will be mitigated in part by payment of the TUMF; and
WHEREAS, the City Council finds and determines that the cost estimates set forth in the new 2024 Nexus Study are reasonable cost estimates for constructing the Regional System improvements and the facilities that compromise the Regional System, and that the amount of the TUMF expected to be generated by new development will not exceed the total fair share cost to such development; and WHEREAS, the fees collected pursuant to this Ordinance shall be used to help pay for the design, planning, construction of and real acquisition for the Regional System improvements and its facilities as identified in the 2024 Nexus Study. The need for the improvements and facilities is related to new development because such development results in additional traffic and creates the demand for the improvements; and
WHEREAS, the proposed Ordinance establishes a funding mechanism for potential transportation improvements and does not approve the construction nor cause 1040
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the construction of any specific transportation improvements within Riverside County.

Therefore, as it relates to the California Environmental Quality Act (“CEQA”), the adoption and approval of this Ordinance (and any related update to fees) qualifies for an exemption pursuant to CEQA Guidelines Section 15061(b)(3) because it can be seen with certainty that there is no possibility these proposed amendments and updates may have a significant effect on the environment; and
WHEREAS, by notice duly given and published, on December 10, 2024, the City Council held a public hearing on the 2024 Nexus Study and the fees proposed thereunder and at least ten (10) days prior to this hearing, the City Council made the 2024 Nexus Study available to the public; and
WHEREAS, at the time and place set for the hearing, the City Council duly considered data and information provided by the public relative to the cost of the improvements and facilities for which the fees are proposed and all other comments, whether written or oral, submitted prior to the conclusion of the hearing.

The City Council of the City of Banning does hereby ordain as follows:

SECTION 1. All of the above recitals are true and correct and are herein by reference.

SECTION 2. The Council hereby finds that the 2024 Nexus Study proposes a fair and equitable method for distributing a portion of the unfunded costs of improvements and facilities to the Regional system.

SECTION 3. The City Council hereby adopts the 2024 Nexus Study and its findings.

The 2024 Nexus Study is attached and incorporated herein as Exhibit “B.” SECTION 4. Chapter 15.76 (“Western Riverside County Transportation Uniform Mitigation Fee Program”) of Title 15 (“Building and Construction”) of the Banning Municipal Code is hereby amended in its entirety to read as follows:
“Chapter 15.76 Western Riverside County Transportation Uniform Mitigation Fee Program
Sections:

15.76.010 Title.

15.76.020 Definitions.

15.76.030 Establishment of the Transportation Uniform Mitigation Fee.

15.76.040 Reimbursements.

15.76.050 Procedures for the Levy, Collection and Disposition of Fees.

15.76.060 Appointment of the TUMF Administrator.
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15.76.070 Effect.

15.76.010 Title.

This Ordinance shall be known as the “Western Riverside County Transportation Uniform Mitigation Fee Program Ordinance of 2025” (“Ordinance”).

15.76.020 Definitions.

For the purpose of this Ordinance, the following words, terms and phrases shall have the following meanings:

A. “Class ‘A’ Office” means an office building that is typically characterized by high quality design, use of high end building materials, state of the art technology for voice and data, on-site support services/maintenance, and often includes full service ancillary uses such as, but not limited to a bank, restaurant/office coffee shop, health club, printing shop, and reserved parking. The minimum requirements of an office building classified as Class ‘A” Office shall be as follows: (i) minimum of three stories (exception will be made for March JPA, where height requirements exist); (ii) minimum of 10,000 square feet per floor; (iii) steel frame construction; (iv) central, interior lobby; and (v) access to suites shall be from inside the building unless the building is located in a central business district with major foot traffic, in which case the first floor may be accessed from the street to provide entrances/ exits for commercial uses within the building.

B. “Class ‘B’ Office” means an office building that is typically characterized by high quality design, use of high end building materials, state of the art technology for voice and data, on-site support services/maintenance, and often includes full service ancillary uses such as, but not limited to a bank, restaurant/office coffee shop, health club, printing shop, and reserved parking. The minimum requirements of an office building classified as Class ‘B” Office shall be as follows: (i) minimum of two stories; (ii) minimum of 15,000 square feet per floor; (iii) steel frame, concrete or masonry shell construction; (iv) central, interior lobby; and (v) access to suites shall be from inside the building unless the building is located in a central business district with major foot traffic, in which case the first floor may be accessed from the street to provide entrances/exits for commercial uses within the building.

C. “Development Project” or “Project” means any project undertaken for the purposes of development, including the issuance of a permit for construction.

D. “Disabled Veteran” means any veteran who is retired or is in process of medical retirement from military service who is or was severely injured in a theatre of combat operations and has or received a letter of eligibility for the Veterans Administration Specially Adapted Housing (SAH) Grant Program.

E. “Government/public buildings, public schools, and public facilities” means any owned and operated facilities by a government entity in accordance with Section G.

Exemptions, Subsection 2. of this Ordinance. A new development that is subject to a 1042
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long-term lease with a government agency for government/public buildings, public schools, and public facilities shall apply only if all of the following conditions are met:
(1) The new development being constructed is subject to a long-term lease with a government agency.
(2) The project shall have a deed restriction placed on the property that limits the use to government/public facility for the term of the lease, including all extension options, for a period of not less than 20 years. Any change in the use of the facility from government shall trigger the payment of the TUMF in effect at the time of the change is made.
(3) No less than ninety percent of the total square footage of the building is leased to the government agency during the term of deed restriction the long term and any extensions thereof.
(4) The new development is constructed at prevailing wage rates. (5) A copy of the lease is provided to the applicable jurisdiction and to WRCOG.
(6) Based on the facts and circumstances WRCOG determines that the intent of the lease is to provide for a long-term government use, and not to evade payment of TUMF.

F. “Gross Acreage” means the total property area as shown on a land division of a map of record, or described through a recorded legal description of the property. This area shall be bounded by road rights of way and property lines.

G. “Guest Dwellings” and “Detached Second Units” according to the State of California legal definition as following: 1) Complies with the State of California Department of Housing and Community Development Accessory Dwelling Unit Handbook and 2) Are ministerially approved by each jurisdiction’s local codes.

H. “Habitable Structure” means any structure or part thereof where persons reside, congregate or work and which is legally occupied in whole or part in accordance with applicable building codes, and state and local laws.

I. “Industrial Project” means any development project that proposes any industrial or manufacturing use allowed in the following Title 17 zoning classifications:

Industrial (I), Airport Industrial (AI), Business Park (BP), or Specific Plan with one of the aforementioned zoning districts used as the base zone.

J. “Long-Term Lease” as used in the TUMF Program, a “long-term lease” shall mean a lease with a term of no less than twenty years.

K. “Low Income Residential Housing” means ”Residential Affordable Units” for:
(1) rental housing, the units shall be made available, rented and restricted to “lower income households” (as defined in Health and Safety Code Section 50079.5) at an “affordable rent” (as defined in Health and Safety Code Section 50053). Affordable units that are rental housing shall be made available, rented, and restricted to lower income households at an affordable rent for a period of at 1043
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least fifty-five (55) years after the issuance of a certificate of occupancy for new residential development;
(2) for-sale housing, the units shall be sold to “persons or families of low or moderate income” (as defined in Health and Safety Code Section 50093) at a purchase price that will not cause the purchaser’s monthly housing cost to exceed “affordable housing cost (as defined in Health and Safety Code Section 50052.5) Affordable units that are for-sale housing units shall be restricted to ownership by persons and families of low or moderate income for at least fortyfive (45) years after the issuance of a certificate of occupancy for the new residential development.

L. “Mixed-Use Development” as used in the TUMF Program, means Developments with the following criteria: (1) three or more significant revenue-producing uses, and (2) significant physical and functional integration of project components.

M. “Multi-Family Residential Unit” means a structure with two or more legal independent residential dwelling units intended for human habitation.

N. “Non-Profit Organization” means an organization operated exclusively for exempt purposes set forth in section 501(c)(3) of the Internal Revenue Code, and none of its earnings may inure to any private shareholder or individual. In addition, it may not be an action organization, i.e., it may not attempt to influence legislation as a substantial port of its activities and it may not participate in any campaign activity for or against political candidates. For the purposes of the TUMF Program, the non-profit may be a 501(c) (3) charitable organization as defined by the Internal Revenue Service.

O. “Non-Residential Unit” means retail commercial, service commercial and industrial development which is designed primarily for non-dwelling use, but shall include hotels and motels.

P. “Recognized Financing District” means a Financing District as defined in the TUMF Administrative Plan as may be amended from time to time.

Q. “Residential Dwelling Unit” means a building or portion thereof used by one (1) family and containing but one (1) kitchen, which is designed primarily for residential occupancy including single-family and multi-family dwellings. “Residential Dwelling Unit” shall not include hotels or motels.

R. “Retail Commercial Project” means any development project that proposes any retail commercial activity use not defined as a service commercial project allowed in the following Title 17 zoning classifications: Downtown Commercial (DC), General Commercial (GC), Highway Serving Commercial (HSC), or Specific Plan with one of the aforementioned zones used as the base zone, which can include any eating/dining facility residing on the retail commercial development premises.

S. “Service Commercial Project” means any development project that is predominately dedicated to business activities associated with professional or 1044
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administrative services, and typically consists of corporate offices, financial institutions, legal, and medical offices eating/dining facilities, and other uses related to personal or professional services.

T. “Single Family Residential Unit” means each residential dwelling unit development which is situated on one lot which shares no common wall, foundation, or other interconnection with another dwelling unit.

U. “TUMF Administrative Plan” means that the TUMF Administration Plan adopted by the WRCOG Executive Committee May 5, 2003, as amended, setting forth detailed administration procedures and requirements for the TUMF program.

V. “TUMF Participating Jurisdiction” means a jurisdiction in Western Riverside County which has adopted and implemented an ordinance authorizing participation in the TUMF Program and complies with all regulations established in the TUMF Administrative Plan, as adopted and amended from time to time by the WRCOG.

15.76.030 Establishment of the Transportation Uniform Mitigation Fee.

A. Adoption of TUMF Schedule. The City Council shall adopt an applicable TUMF schedule through a separate resolution, which may be amended from time to time.

B. Fee Calculation. The fees shall be calculated by WRCOG according to the calculation methodology fee set forth in the WRCOG TUMF Fee Calculation Handbook adopted July 14, 2003, as amended from time to time. In addition to data in the Fee Calculation Handbook, WRCOG Staff may consider the following items when establishing the appropriate fee calculation methodology:

1. Underlying zoning of the site

2. Land-use classifications in the latest Nexus Study

3. Project specific traffic studies

4. Latest Standardized reference manuals such as the Institute of Traffic Engineers Trip Generation Manual

5. Previous TUMF calculations for similar uses

6. WRCOG staff shall approve final draft credit / reimbursement agreement prior to execution
WRCOG shall have final determination regarding the appropriate methodology to calculate the fee based on the information provided by the local agency. In case of a conflict between the applicant, WRCOG, and/or the local agency regarding the fee calculation methodology, the dispute resolution process in the TUMF Administrative Plan will apply.

C. Fee Adjustment. The fee schedule may be periodically reviewed and the amounts adjusted by the WRCOG Executive Committee. By amendment to the Resolution reference is subsection A, above, the fees may be increased or decreased to reflect the changes in actual and estimated costs of the Regional System including, 1045
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but not limited to, debt service, lease payments and construction costs. The adjustment of the fees may also reflect changes in the facilities required to be constructed, in estimated revenues received pursuant to this Ordinance, as well as the availability or lack thereof of other funds with which to construct the Regional System. WRCOG shall review the TUMF Program no less than every four (4) years after the effective date of this Ordinance.

D. Purpose. The purpose of the TUMF is to fund those certain improvements to the Regional System as depicted in Exhibit “A” of the ordinance codified in this Chapter and identified in the 2024 Nexus Study, Exhibit “B” of the ordinance codified in this chapter.

E. Applicability. The TUMF shall apply to all new development within the City, unless otherwise exempt hereunder.

F. Exemptions. The following types of new development shall be exempt from the provisions of this Ordinance and in TUMF Administrative Plan:

1. Low income residential housing as described in paragraph “K.” of Section 15.76.020 and in the TUMF Administrative Plan.

2. Government/public buildings, public schools, and public facilities as described in paragraph “E.” of Section 15.76.020 and in the TUMF Administrative Plan. Airports that are public use airports and are appropriately permitted by Caltrans or other state agency.

3. Development Projects which are the subject of a Public Facilities Development Agreement entered into pursuant to Government Code section 65864 et seq., prior to the effective date of Ordinance No. 1344, wherein the imposition of new fees are expressly prohibited, provided that if the term of such a Development Agreement is extended by amendment or by any other manner after the effective date of Ordinance No. 1344, the TUMF shall be imposed.

4. The rehabilitation and/or reconstruction of any habitable structure in use on or after January 1, 2000, provided that the same or fewer traffic trips are generated as a result thereof.

5. Guest Dwellings and Detached Second Units as described in this Ordinance in paragraph “G.” of Section 15.76.020 and in the Administrative Plan.

6. Kennels and Catteries established in connection with an existing single family residential unit.

7. Any sanctuary, or other activity under the same roof of a church or other house of worship that is not revenue generating and is eligible for a property tax exemption (excluding concert venues, coffee/snack shops, book stores, for-profit pre-school day-cares, etc., which would be assessed TUMF).

8. Any nonprofit corporation or nonprofit organization offering and conducting full-time day school at the elementary, middle school or high school level for students between the ages of five and eighteen years.

9. New single-family homes, constructed by non-profit organizations, specially adapted and designed for maximum freedom of movement and independent living for qualified Disabled Veterans.
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10. Other uses may be exempt as determined by the WRCOG Executive Committee as further defined in the TUMF Administrative Plan.

G. Credit. Regional System improvements may be credited toward the TUMF in accordance with the TUMF Administrative Plan and the following:

1. Regional Tier
a. Arterial Credits: If a developer constructs arterial improvements identified on the Regional System, the developer shall receive credit for all costs associated with the arterial component based on approved Nexus Study for the Regional System effective at the time the credit agreement is entered into. WRCOG staff must pre-approve any credit agreements that deviate from the standard WRCOG approved format.
b. Other Credits: In special circumstances, when a developer constructs off-site improvements such as an interchange, bridge, or railroad grade separation, credits shall be determined by WRCOG and the City in consultation with the developer. All such credits must have prior written approval from WRCOG.
c. The amount of the development fee credit shall not exceed the maximum amount determined by the Nexus Study for the Regional System at the time the credit agreement is entered into or actual costs, whichever is less.

2. Local Tier
a. The local jurisdictions shall compare facilities in local fee programs against the Regional System and eliminate any overlap in its local fee program except where there is a Recognized Financing District has been established.
b. If there is a Recognized Financing District established, the local agency may credit that portion of the facility identified in both programs against the TUMF in accordance with the TUMF Administrative Plan.

15.76.040 Reimbursements.

Should the developer construct Regional System improvements in excess of the TUMF fee obligation, the developer may be reimbursed based on actual costs or the approved Nexus Study effective at the time the agreement was entered into, whichever is less. Reimbursements shall be enacted through an agreement between the developer and the City, contingent on funds being available and approved by WRCOG.

In all cases, however, reimbursements under such special agreements must coincide with construction of the transportation improvements as scheduled in the five-year Zone Transportation Improvement Program’s adopted annually by WRCOG. 1047
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15.76.050 Procedures for the Levy, Collection and Disposition of Fees.

A. Authority of the Building Department. The Director of Building & Safety, or his/her designee, is hereby authorized to provide WRCOG with development project specifics for the calculation of TUMF in a manner consistent with the TUMF Administrative Plan.

B. Payment and Collection. Payment of the fees shall be as follows:

1. All fees collected hereunder shall be collected by WRCOG for deposit, investment, accounting and expenditure in accordance with the provisions of this Ordinance, TUMF Administrative Plan, and the Mitigation Fee Act.

2. The fees shall be paid at the time a certificate of occupancy is issued for the Development Project or upon final inspection, whichever comes first (the “Payment Date”). However this section should not be construed to prevent payment of the fees prior to issuance of an occupancy permit or final inspection. Fees may be paid at the issuance of a building permit, and the fee payment shall be calculated based on the fee in effect at that time, provided the developer tenders the full amount of his/her TUMF obligation. If the developer makes only a partial payment prior to the Payment Date, the amount of the fee due shall be based on the TUMF fee schedule in place on the Payment Date.

The fees shall be calculated according to fee schedule set forth in the Ordinance and the calculation methodology set forth in the Fee Calculation Handbook adopted July 14, 2003, as amended from time to time.

3. The fees required to be paid shall be the fee amounts in effect at the time of payment is due under this Ordinance, not the date the Ordinance is initially adopted. The City shall not enter into a development agreement which freezes future adjustments of the TUMF.

4. If all or part of any development project is sold prior to payment of the fee, the property shall continue to be subject to the requirement for payment of the fee. The obligation to pay the fee shall run with the land and be binding on all the successors in interest to the property.

5. Fees shall not be waived.

C. Issuance of Certificate of Occupancy. The City shall not issue a certificate of occupancy for any Development Project until WRCOG has provided written evidence that it has collected the fee.

D. Appeals. Appeals shall be filed with WRCOG in accordance with the provisions of the TUMF Administrative Plan. Appealable issues shall be the application of the fee, application of credits, application of reimbursement, application of the legal action stay and application of exemption.

E. Reports to WRCOG. The Community Development Director, or his/her designee, shall prepare and deliver to the Executive Director of WRCOG, periodic reports as will be established under Section 15.76.060. 1048
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15.76.060 Appointment of the TUMF Administrator.

WRCOG is hereby appointed as the Administrator of the Transportation Uniform Mitigation Fee Program. WRCOG is hereby authorized to collect all fees generated from the TUMF within the City, and to invest, account for and expend such fees in accordance with the provisions of this Ordinance and the Mitigation Fee Act. The detailed administrative procedures concerning the implementation of this Ordnance shall be contained in the TUMF Administrative Plan . Furthermore, the TUMF Administrator shall use the Fee Calculation Handbook adopted July 14, 2003, as amended from time to time, for the purpose of calculating a developer’s TUMF obligation. In addition to detailing the methodology for calculating all TUMF obligations of different categories of new development, the purpose of the Fee Calculation Handbook is to clarify for the TUMF Administrator, where necessary, the definition and calculation methodology for uses not clearly defined in the respective TUMF ordinances.

WRCOG shall expend only that amount of the funds generated from the TUMF for staff support, audit, administrative expenses, and contract services that are necessary and reasonable to carry out its responsibilities and in no case shall the funds expended for salaries and benefits exceed two percent (2%) of the revenue raised by the TUMF Program. The TUMF Administrative Plan further outlines the fiscal responsibilities and limitations of the Administrator.

15.76.070 Effect.

No provisions of this Ordinance shall entitle any person who has already paid the TUMF to receive a refund, credit or reimbursement of such payment. This Ordinance does not create any new TUMF.

SECTION 5. CEQA Determination. The City Council hereby determines, in accordance with Section 15061(b) of the California Environmental Quality Act Guidelines (the “CEQA Guidelines”) (14 Cal. Code Regs. § 15000 et seq.) that the Transportation Uniform Mitigation Fee Program as described in this Ordinance is not a “project” within the meaning of Section 15378 and Section 15061(b)(3) of the CEQA Guidelines and is therefore exempt from the requirements of CEQA.

SECTION 6. Severability. If any one or more of the terms, provisions or sections of this Ordinance shall to any extent be judged invalid, unenforceable and/or voidable for any reason whatsoever by a court of competent jurisdiction, then each and all of the remaining terms, provisions and sections of this Ordinance shall not be affected thereby and shall be valid and enforceable.

SECTION 7. No Procedural defense. Prohibition of Jurisdictions from raising procedural defenses, including without limitation a statute of limitations, laches, the California Government Tort Claims Act, and necessary parties in a dispute with WRCOG regarding the matters set forth herein.
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SECTION 8. Judicial Review. In accordance with State law, any judicial action or proceeding to attack, review, set aside, void or annul this Ordinance shall be commenced within 180 days of the date of adoption of this Ordinance.

SECTION 9. Ordinance No. 1549. This Ordinance supersedes the provisions of Ordinance No. 1549 provided this Ordinance is not declared invalid or unenforceable by a court of competent jurisdiction. If, for whatever reason, this Ordinance is declared invalid or unenforceable by a court of competent jurisdiction, Ordinance No. 1549 all other related ordinances and polices shall remain in full force and effect.

SECTION 10. Effective Date. This Ordinance shall take effect on April 1, 2025.

PASSED, APPROVED AND ADOPTED this __th day of ____________ 2025. __[NAME]_______________, Mayor
City of Banning
ATTEST:

Caroline Patton, Administrative City Clerk
City of Banning
APPROVED AS TO FORM:

Serita Young, City Attorney
Richards, Watson & Gershon
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CERTIFICATION:

I, Caroline Patton, Administrative City Clerk of the City of Banning, California, do hereby certify that Ordinance 1607 was duly introduced at a regular meeting of the City Council of the City of Banning, held on the 10th day of December 2024, and was duly adopted at a regular meeting of said City Council on the __th day of ________ 2025, by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Caroline Patton, Administrative City Clerk
City of Banning, California
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EXHIBIT “A”
EXHIBIT “A”

MAP OF REGIONAL SYSTEM
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EXHIBIT “B”
EXHIBIT “B”

NEXUS STUDY
1053
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TRANSPORTATION UNIFORM MITIGATION FEE

NEXUS STUDY
2024 UPDATE

FINAL REPORT
Prepared for the Western Riverside Council of Governments In Cooperation with
The City of Banning
The City of Beaumont
The City of Calimesa
The City of Canyon Lake
The City of Corona
The City of Eastvale
The City of Hemet
The City of Jurupa Valley
The City of Lake Elsinore
The City of Menifee
The City of Moreno Valley
The City of Murrieta
The City of Norco
The City of Perris
The City of Riverside
The City of San Jacinto
The City of Temecula
The City of Wildomar
The County of Riverside
Eastern Municipal Water District
March Joint Powers Authority
Riverside County Superintendent of Schools
Riverside Transit Agency
Western Water
Prepared by GHD
As adopted by the WRCOG Executive Committee, September 9, 2024 1056
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TUMF Nexus Study – 2024 Program Update September 9, 2024 i

TABLE OF CONTENTS
TABLE OF CONTENTS ...................................................................................................................i LIST OF TABLES ............................................................................................................................. ii ES.0 Executive Summary ........................................................................................................iii ES.1 Introduction and Purpose of the Nexus Study ........................................................iii ES.2 Future Growth ............................................................................................................ vi ES.3 Need for the TUMF ..................................................................................................... vi ES.4 The TUMF Network ....................................................................................................viii ES.5 TUMF Nexus Analysis ...................................................................................................x ES.6 Fair-Share Fee Calculation ........................................................................................x ES.7 Conclusions ................................................................................................................ xi

1.0 INTRODUCTION AND PURPOSE OF THE NEXUS STUDY ................................................ 1

1.1 Background .............................................................................................................. 1

1.2 TUMF Nexus Study History ......................................................................................... 3

1.3 TUMF Nexus Study Process ....................................................................................... 5

2.3.1. Establish the TUMF Network Project List ............................................................... 7

2.3.2. Determine the TUMF Network Project Costs ....................................................... 8

2.3.3. Determine the TUMF Transit Component ............................................................ 9

2.3.4. Computing the Fee for Residential Developments ..........................................10

2.3.5. Computing the Fee for Non-Residential Developments ..................................10

2.0 FUTURE GROWTH .........................................................................................................13

2.1 Recent Historical Trend ...........................................................................................13

2.2 Available Demographic Data ...............................................................................13

2.3 Demographic Assumptions Used for the Nexus Study Analysis ...........................14

3.0 NEED FOR THE TUMF ....................................................................................................21

3.1 Future Highway Congestion Levels ........................................................................21

3.2 Future Transit Utilization Levels ................................................................................24

3.3 The TUMF Concept ..................................................................................................25

4.0 THE TUMF NETWORK .....................................................................................................27

4.1 Identification of the TUMF Roadway Network ......................................................27

4.2 Backbone Network and Secondary Network .......................................................30

4.3 Future Roadway Transportation Needs .................................................................33

4.4 Public Transportation Component of the TUMF System .......................................37

4.5 Existing Obligated Funding .....................................................................................40

4.6 Unfunded Existing Improvement Needs ................................................................40

4.7 Maximum TUMF Eligible Cost ..................................................................................42

4.8 TUMF Network Evaluation .......................................................................................53

5.0 TUMF NEXUS ANALYSIS .................................................................................................55

5.1 Future Development and the Need for Improvements .......................................55

5.2 Application of Fee to System Components ..........................................................56

5.3 Application of Fee to Residential and Non-Residential Developments .............59

6.0 FAIR-SHARE FEE CALCULATION ...................................................................................60

6.1 Residential Fees .......................................................................................................60

6.2 Non-Residential Fees ...............................................................................................62

7.0 CONCLUSIONS .............................................................................................................64

8.0 APPENDICES .................................................................................................................65 1057
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TUMF Nexus Study – 2024 Program Update September 9, 2024 ii

LIST OF TABLES
Table ES.1 - Transportation Uniform Mitigation Fee for Western Riverside County ............ xii Table 2.1 - Base Year Socioeconomic Estimates for Western Riverside County ................14 Table 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045) .............................................................................................................................17 Table 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison) .......................................................................19 Table 3.1 - Regional Highway System Measures of Performance (2018 Existing to 2045 No-Build) ...........................................................................................................................22 Table 4.1 - Unit Costs for Arterial Highway and Street Construction ...................................35 Table 4.2 – Forecasted Daily Traffic in Western Riverside County .......................................36 Table 4.3 - Unit Costs for Transit Capital Expenditures ..........................................................39 Table 4.4 - TUMF Network Cost Estimates ..............................................................................45 Table 4.5 – TUMF Transit Cost Estimates .................................................................................53 Table 4.6 – Regional Highway System Measures of Performance (2018 Existing and 2045 No-Build Scenarios to 2045 TUMF Build Scenario) ..........................................................54 Table 5.1 - 2045 No-Build Peak Period Vehicle Trips by WRCOG Zone ...............................57 Table 5.2 – 2045 No-Build Percent Peak Period Vehicle Trips By WRCOG Zone ................57 Table 5.3 - Backbone-Secondary Network Share Calculation ...........................................58 Table 5.4 - Daily VMT Growth by Trip Purpose for Western Riverside County (2018 - 2045) ..........................................................................................................................................59 Table 6.1 - Fee Calculation for Residential Share .................................................................61 Table 6.2 – Single-Family Residential Fee Adjustments by Unit Size ....................................62 Table 6.3 - Fee Calculation for Non-Residential Share ........................................................63 Table 7.1 - Transportation Uniform Mitigation Fee for Western Riverside County ..............64

LIST OF FIGURES
Figure ES.1 - Flowchart of Key Steps in the TUMF Nexus Study Process ................................. v Figure ES.2 - Population, Households and Employment in Western Riverside County (2018 to 2045) ......................................................................................................................vii Figure ES.3 - Regional System of Highways and Arterials–TUMF Network Improvements ...ix Figure 1.1 - Flowchart of Key Steps in the TUMF Nexus Study Process ................................. 6 Figure 2.1 – Base Year Socioeconomic Estimates for Western Riverside County ..............15 Table 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County ............16 Figure 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County ...........16 Figure 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045) .............................................................................................................................18 Figure 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison) .......................................................................20 Figure 4.1 - Regional System of Highways and Arterials for Western Riverside County .....29 Figure 4.2 - The Backbone Network of Highways and Arterials for Western Riverside County ..............................................................................................................................31 Figure 4.3 - Western Riverside County Area Planning Districts (TUMF Zones) .....................32 Figure 4.4 - Regional System of Highways and Arterials–TUMF Network Improvements ...44 1058
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ES.0 EXECUTIVE SUMMARY
ES.1 Introduction and Purpose of the Nexus Study
Western Riverside County includes 18 incorporated cities and the unincorporated county covering an area of approximately 2,100 square miles. Through the mid 2000’s, this portion of Riverside County was growing at a pace exceeding the capacity of existing financial resources to meet increasing demand for transportation infrastructure.

Although the economic recession of the late 2000’s, and the associated crises in the mortgage and housing industries, slowed this rate of growth, the regional economy has recovered and the projected rate of development in Western Riverside County remains high. Similarly, the impact of the COVID-19 pandemic on travel demand in the region has also passed, with travel demands, especially for the highway network, surpassing pre-pandemic levels. Continued high growth in households and jobs in Western Riverside County could significantly increase congestion and degrade mobility if substantial investments are not made in transportation infrastructure. This challenge is especially critical for arterial roadways of regional significance, since traditional sources of transportation funding (such as the gasoline tax and local general funds) will not be nearly sufficient to fund the needed improvements.

In February 1999, the cities of Temecula, Murrieta and Lake Elsinore, the Western Riverside Council of Governments (WRCOG), the Riverside County Transportation Commission (RCTC) and the Building Industry Association (BIA) met to discuss the concept of a Transportation Uniform Mitigation Fee (TUMF) for southwest Riverside County. In August 2000, the concept was expanded to include the entire WRCOG subregion.

Continued high growth in households and jobs in Western Riverside County could significantly increase congestion and degrade mobility if substantial investments are not made in transportation infrastructure. This challenge is especially critical for arterial roadways of regional significance, since traditional sources of transportation funding (such as the gasoline tax and local general funds) will not be nearly sufficient to fund the needed improvements. While the TUMF cannot fund all necessary transportation system improvements, it is intended to address a current transportation funding shortfall by establishing a new revenue source that ensures future new development will contribute toward addressing its indirect cumulative traffic impacts on regional transportation infrastructure. Funding accumulated through the TUMF Program will be used to construct transportation improvements such as new arterial highway lanes, reconfigured freeway interchanges, railroad grade separations and new regional express bus services that will be needed to accommodate future travel demand in Western Riverside County. By levying a fee on new developments in the region, local agencies will be establishing a mechanism by which developers and in turn new county residents and employees will effectively contribute their “fair share” toward sustaining the regional transportation system.
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This TUMF Draft Nexus Study is intended to satisfy the requirements of California Government Code Chapter 5 Section 66000-66008 Fees for Development Projects (also known as California Assembly Bill 1600 (AB 1600) or the Mitigation Fee Act) which governs imposing development impact fees in California. The initial WRCOG TUMF Nexus Study was completed in October 2002 and adopted by the WRCOG Executive Committee in November 2002. The results of the first review of the Program were documented in the TUMF Nexus Study 2005 Update adopted by the WRCOG Executive Committee on February 6, 2006. A second comprehensive review of the TUMF Program was adopted by the WRCOG Executive Committee on October 5, 2009. A third comprehensive review of the TUMF Program was conducted following the adoption of the Southern California Association of Governments (SCAG) 2016-2040 Regional Transportation Plan/ Sustainable Communities Strategy (2016 RTP/SCS) on April 7, 2016.

The WRCOG TUMF Nexus Study 2016 Update Report was adopted by the WRCOG Executive Committee on July 10, 2017.

On September 3, 2020, SCAG adopted Connect SoCal; The 2020-2045 Regional Transportation Plan/Sustainable Communities Strategy of the Southern California Association of Governments (2020 RTP/SCS). The adoption of the 2020 RTP/SCS confirmed new growth forecasts for the region that provide a foundational element for updating the TUMF program and the associated nexus determination prompting WRCOG to initiate the current program update. These forecasts are also integrated into the Riverside County Transportation Analysis Model (RivCoM) used to forecast the cumulative regional traffic impacts of new development on the arterial highway network in Western Riverside County.

The overall process for establishing the TUMF nexus is illustrated in Figure ES.1. Each technical step is denoted with a number on the flow chart with the numbers correlating to the detailed description of each step provided in Section 1.3 of the Nexus Study Report. The flow chart also incorporates color coding of the steps to indicate those steps that involved the application of RivCoM, steps that utilized other input data, steps that are computations of various inputs, and steps that required specific actions of the various WRCOG committees to confirm major variables. Where appropriate, the flow chart also includes specific cross references to the sections or tables included in the Nexus Study document that correlate to the particular step.

This version of the WRCOG TUMF Nexus Study Report documents the results of the fourth comprehensive review of the TUMF Program. This version of the document also incorporates revisions in response to comments received during the formal review of the earlier Draft TUMF Nexus Study 2024 Update. The findings of this report were ultimately adopted by the WRCOG Executive Committee on September 9, 2024. 1060
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Figure ES.1 - Flowchart of Key Steps in the TUMF Nexus Study Process 1061
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ES.2 Future Growth
In preparation for the 2020 RTP/SCS, SCAG undertook robust stakeholder engagement, including participation by WRCOG, Riverside County and the various cities in Western Riverside County, to develop regional demographic forecasts. Using input from regional stakeholders regarding anticipated patterns and rates of development, SCAG compiled and disseminated the forecasts that were ultimately adopted in 2020. The SCAG forecasts adopted for the 2020 RTP/SCS were subsequently used as the basis for RivCoM and are used as the basis for this TUMF Nexus Study Update.

A major distinction between data used for the TUMF Nexus Study 2016 Update and the SCAG 2020 RTP/SCS data used for this 2024 Update is the change in the base year from 2012 to 2018, as well as the change in the horizon year from 2040 to 2045. This shift in the base year and horizon year demographic assumptions of the program carries through all aspects of the nexus analysis, including the travel demand forecasting, network review and fee calculation.

The population of Western Riverside County is projected to increase by 33% in the period between 2018 and 2045. During the same period, employment in Western Riverside County is anticipated to grow by 48%. Figure ES.2 illustrates the forecast growth in population, household and employment for Western Riverside County.

ES.3 Need for the TUMF
The WRCOG TUMF study area was extracted from the greater RivCoM model network for the purpose of calculating measures for Western Riverside County only. Peak period performance measures for the TUMF study area included total vehicle miles of travel (VMT), total vehicle hours of travel (VHT), total combined vehicle hours of delay (VHD), and total VMT experiencing unacceptable level of service (LOS E).

As a result of the new development and associated growth in population and employment in Western Riverside County, additional pressure will be placed on the transportation infrastructure, particularly the arterial roadways, with the peak period VMT on the TUMF Network estimated to increase by 38% between 2018 and 2045. By 2045, 37% of the total VMT on the TUMF Network is forecast to be traveling on facilities experiencing peak period LOS E or worse. Without improvements to the arterial highway system, the total vehicle hours of delay (VHD) experienced by area motorists on the TUMF Network will increase over 5.0% per year. The need to improve these roadways and relieve future congestion is therefore directly linked to the future development which generates the travel demand.
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Figure ES.2 - Population, Households and Employment in Western Riverside County (2018 to 2045)
As population and employment in Western Riverside County grows because of new development, demand for regional transit services in the region is also expected to grow. Weekday system ridership for RTA bus transit services is approximately 16,575 riders per day in Western Riverside County in 2023. By 2045, bus transit services are forecast to serve approximately 57,282 riders per weekday. This represents an average increase of 1,850 weekday riders each year. Based on this rate of ridership growth, weekday ridership is estimated to increase by 40,707 riders per weekday between 2018 and 2045.

The idea behind a uniform mitigation fee is to have new development throughout the region contribute equally to paying the cost of improving the transportation facilities that serve these longer-distance trips between communities. Thus, the fee should be used to improve transportation facilities that serve trips between communities within the region (primarily arterial roadways) as well as the infrastructure for public transportation.

The fee should be assessed proportionately on new residential and non-residential development based on the relative impact of each use on the transportation system. 1063
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ES.4 The TUMF Network
The Regional System of Highways and Arterials (also referred to as the TUMF Network) is the system of roadways that serve inter-community trips within Western Riverside County and therefore are eligible for improvement funding with TUMF funds. Transportation facilities in Western Riverside County that generally satisfied these guidelines were initially identified, and a skeletal regional transportation framework evolved from facilities where several guidelines were observed. Representatives of all WRCOG constituent jurisdictions reviewed this framework in the context of current local transportation plans to define the TUMF Network, which was subsequently endorsed by the WRCOG Public Works Committee, WRCOG Technical Advisory Committee, TUMF Policy Committee and the WRCOG Executive Committee.

The TUMF Network was reviewed as part of the 2024 Nexus Update to ensure facilities generally still met the previously described performance guidelines, and/or that the scope and magnitude of specific improvements to the TUMF Network were roughly proportional to the impacts needing to be mitigated. This review process resulted in the removal of various facilities from the TUMF Network, as well as various changes in the scope and magnitude of specific improvements to the TUMF Network.

Figure ES.3 illustrates the TUMF improvements to the Regional System of Highways and Arterials.

The total cost of improving the TUMF system is $5.28 billion. Accounting for obligated funds and unfunded existing needs, the estimated maximum eligible value of the TUMF Program is $4.24 billion. The maximum eligible value of the TUMF Program includes approximately $3.87 billion in eligible arterial highway and street related improvements and $154.8 million in eligible transit related improvements. An additional $53.9 million is also eligible as part of the TUMF Program to mitigate the impact of eligible TUMF related arterial highway and street projects on critical native species and wildlife habitat, while $161.2 million is provided to cover the costs incurred by WRCOG to administer the TUMF Program.
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ES.5 TUMF Nexus Analysis
There is a reasonable relationship between the future growth and the need for improvements to the TUMF system. These factors include:
 Western Riverside County is expected to continue growing as a result of future new development.
 Continuing new growth will result in increasing congestion on arterial roadways.  The future arterial roadway congestion is directly attributable to the cumulative regional transportation impacts of future development in Western Riverside County.  Capacity improvements to the transportation system will be needed to mitigate the cumulative regional impacts of new development.
 Roads on the TUMF network are the facilities that merit improvement through this fee program.
 Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automobile travel.

The split of fee revenues between the backbone and secondary highway networks is related to the proportion of highway vehicle travel that is relatively local (between adjacent communities) and longer distance (between more distant communities but still within Western Riverside County). To estimate a rational fee split between the respective networks, the future travel forecast estimates were aggregated to a matrix of peak period trips between zones. The overall result is that 51.1% of the regional travel is attributable to the backbone network and 48.9% is assigned to the secondary network.

In order to establish the approximate proportionality of the future traffic impacts associated with new residential development and new non-residential development, peak period growth in VMT between 2018 and 2045 was derived from RivCoM and aggregated by trip purpose. It was concluded that home-based person trips represent

77.7% of the total future person trips, and the non-home-based person trips represent

22.3% of the total future person trips.

ES.6 Fair-Share Fee Calculation
The balance of the unfunded TUMF system improvement needs is $4.24 billion which is the maximum value attributable to the mitigation of the cumulative regional transportation impacts of future new development in the WRCOG region and will be captured through the TUMF Program. By levying the uniform fee directly on future new developments (and indirectly on new residents and new employees to Western Riverside County), these transportation system users are assigned their “fair share” of the 1066
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TUMF Nexus Study – 2024 Program Update September 9, 2024 xi
costs to address the cumulative impacts of additional traffic they will generate on the regional transportation system.

Of the $4.24 billion in unfunded future improvement needs, 77.7% ($3.30 billion) will be assigned to future new residential development and 22.3% ($946.5 million) will be assigned to future new non-residential development.

ES.7 Conclusions
Based on the results of the Nexus Study evaluation, it can be demonstrated that there is reasonable relationship between the cumulative regional transportation impacts of new land development projects in Western Riverside County and the need to mitigate these transportation impacts using funds levied through the proposed TUMF Program.

Factors that reflect this reasonable relationship include:
 Western Riverside County is expected to continue growing as a result of future new development.
 Continuing new growth will result in increasing congestion on arterial roadways;  The future arterial roadway congestion is directly attributable to the cumulative regional transportation impacts of future development in Western Riverside County;  Capacity improvements to the transportation system will be needed to mitigate the cumulative impacts of new development;
 Roads on the TUMF network are the facilities that merit improvement through this fee program;
 Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automotive travel.

The Nexus Study evaluation has established a proportional “fair share” of the improvement cost attributable to new development based on the impacts of existing development and the availability of obligated funding through traditional sources. The fair share fee allocable to future new residential and non-residential development in Western Riverside County is summarized for differing use types in Table ES.1. 1067
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Table ES.1 - Transportation Uniform Mitigation Fee for Western Riverside County Land Use Type Units Development
Change
Fee Per Unit Total Revenue
($ million)
Single-Family Residential DU 167,491 $15,476 $2,592.0
Multi-Family Residential DU 90,335 $7,816 $706.1
Industrial SF GFA 61,489,565 $2.33 $143.1
Retail SF GFA 6,557,500 $11.21 $73.5
Service SF GFA 66,735,957 $9.76 $651.1
Government/Public SF GFA 3,420,665 $23.07 $78.9
MAXIMUM TUMF VALUE $2,961.0
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TUMF Nexus Study – 2024 Program Update September 9, 2024 1 1.0 INTRODUCTION AND PURPOSE OF THE NEXUS STUDY

1.1 Background
Western Riverside County includes 18 incorporated cities and the unincorporated county covering an area of approximately 2,100 square miles. Through the mid 2000’s, this portion of Riverside County was growing at a pace exceeding the capacity of existing financial resources to meet increasing demand for transportation infrastructure.

Although the economic recession of the late 2000’s, and the associated crises in the mortgage and housing industries, slowed this rate of growth, the regional economy has recovered and the projected rate of development in Western Riverside County remains high. Similarly, the impact of the COVID-19 pandemic on travel demand in the region has also passed, with travel demands, especially for the highway network, surpassing pre-pandemic levels.

Continued high growth in households and jobs in Western Riverside County could significantly increase congestion and degrade mobility if substantial investments are not made in transportation infrastructure. This challenge is especially critical for arterial roadways of regional significance, since traditional sources of transportation funding (such as the gasoline tax and local general funds) will not be nearly sufficient to fund the needed improvements. Development exactions only provide improvements near the development site, and the broad-based county-level funding sources (i.e., Riverside County’s half-cent sales tax known as Measure A) designate only a small portion of their revenues for arterial roadway improvements.

In anticipation of the continued future growth projected in Riverside County, several county-wide planning processes were initiated in 1999. These planning processes include the Riverside County General Plan Update, the Community Environmental Transportation Acceptability Process (CETAP) and the Multi-Species Habitat Conservation Plan (MSHCP). Related to these planning processes is the need to fund the mitigation of the cumulative regional transportation impacts of future new development.

Regional arterial highways in Western Riverside County are forecast to carry significant traffic volumes by 2045. While some localized fee programs exist to mitigate the local impacts of new development on the transportation system in specific areas, and while these programs are effective locally, they are insufficient in their ability to meet the regional demand for transportation infrastructure. Former Riverside County Supervisor Buster recognized the need to establish a comprehensive funding source to mitigate the cumulative regional transportation impacts of new development on regional arterial highways. The need to establish a comprehensive funding source for arterial highway improvements has evolved into the development of the Transportation Uniform Mitigation Fee (TUMF) for Western Riverside County.

In February 1999, the cities of Temecula, Murrieta and Lake Elsinore, the Western Riverside Council of Governments (WRCOG), the Riverside County Transportation Commission (RCTC) and the Building Industry Association (BIA) met to discuss the 1069
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TUMF Nexus Study – 2024 Program Update September 9, 2024 2 concept of a TUMF. The intent of this effort was to have the southwest area of Western Riverside County act as a demonstration for the development of policies and a process for a regional TUMF Program before applying the concept countywide. From February 1999 to September 2000, the Southwest Area Transportation Infrastructure System Funding Year 2020 (SATISFY 2020) Program progressed with policy development, the identification of transportation improvements, traffic modeling, cost estimates, fee scenarios and a draft Implementation Agreement.

In May 2000, Riverside County Supervisor Tavaglione initiated discussions in the northwest area of Western Riverside County to determine the level of interest in developing a TUMF for that area of the county. Interest in the development of a northwest area fee program was high. In August 2000, the WRCOG Executive Committee took action to build upon the work completed in the southwest area for the SATISFY 2020 program and to develop a single consolidated mitigation fee program for all of Western Riverside County. This action was predicated on the desire to establish a single uniform mitigation fee program to mitigate the cumulative regional impacts of new development on the regional arterial highway system, rather than multiple discrete and disparate fee programs with varying policies, fees and improvement projects. A TUMF Policy Committee comprising regional elected officials was formed to recommend and set policies for staff to develop the TUMF Program and provide overall guidance to all other staff committees.

While the TUMF cannot fund all necessary transportation system improvements, it is intended to address a current transportation funding shortfall by establishing a new revenue source that ensures future new development will contribute toward addressing its indirect cumulative traffic impacts on regional transportation infrastructure. Funding accumulated through the TUMF Program will be used to construct transportation improvements such as new arterial highway lanes, reconfigured freeway interchanges, railroad grade separations and new regional express bus services that will be needed to accommodate future travel demand in Western Riverside County. By levying a fee on new developments in the region, local agencies will be establishing a mechanism by which developers and in turn new county residents and employees will effectively contribute their “fair share” toward sustaining the regional transportation system.

This TUMF Nexus Study is intended to satisfy the requirements of California Government Code Chapter 5 Section 66000-66008 Fees for Development Projects (also known as California Assembly Bill 1600 (AB 1600) or the Mitigation Fee Act), which governs imposing development impact fees in California. The Mitigation Fee Act requires that all local agencies in California, including cities, counties, and special districts follow two basic rules when instituting impact fees. These rules are as follows:
1) Establish a nexus or reasonable relationship between the development impact fee’s use and the type of project for which the fee is required. 2) The fee must not exceed the project’s proportional “fair share” of the proposed improvement and cannot be used to correct current problems or to make improvements for existing development.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 3 1.2 TUMF Nexus Study History
The TUMF Program is implemented through the auspices of WRCOG. As the council of governments for Western Riverside County, WRCOG provides a forum for representatives from 18 cities, the Riverside County Board of Supervisors, the Eastern Municipal Water District, Western Water, the Riverside County Superintendent of Schools, the March Joint Powers Authority and the Riverside Transit Agency to collaborate on issues that affect the entire subregion, such as air quality, solid waste, transportation and the environment. WRCOG strives to "respect local control, provide regional perspective, and make a difference" to elevate the quality of life throughout the subregion. A current list of the standing WRCOG committees and committee membership that oversee the TUMF program is included in Appendix A.

The initial WRCOG TUMF Nexus Study was completed in October 2002 and adopted by the WRCOG Executive Committee in November 2002. Its purpose was to establish the nexus or reasonable relationship between new land development projects in Western Riverside County and the proposed development impact fee that would be used to improve regional transportation facilities. It also identified the proportional “fair share” of the improvement cost attributable to new development.

Consistent with the provisions of the Mitigation Fee Act, the WRCOG Executive Committee has established that the TUMF Nexus Study will be subject of a comprehensive review of the underlying program assumptions at least every five years to confirm the Nexus. Acknowledging the unprecedented and unique nature of the TUMF Program, the Executive Committee determined that the first comprehensive review of the Program should be initiated within two years of initial adoption of the Program primarily to validate the findings and recommendations of the study and to correct any program oversights. The results of the first review of the Program were documented in the TUMF Nexus Study 2005 Update adopted by the WRCOG Executive Committee on February 6, 2006. A second comprehensive review of the TUMF Program was conducted in 2008 and 2009 in part to address the impacts of the economic recession on the rate of development within the region and on transportation project costs. The findings of the 2009 review of the program were adopted by the WRCOG Executive Committee on October 5, 2009.

A third comprehensive review of the TUMF Program was conducted in 2014 and 2015 leading to a Draft Nexus Study document being distributed for review in August 2015.

The WRCOG Executive Committee subsequently considered comments related to the Draft Nexus Study 2015 Update at the meeting held on September 14, 2015, where it was resolved to “delay finalizing the Nexus Study for the TUMF Program Update until the 2016 Southern California Association of Governments’ 2016 Regional Transportation Plan / Sustainable Communities Strategy growth forecast is available for inclusion in the Nexus Study”. The Southern California Association of Governments (SCAG) adopted the 2016-2040 Regional Transportation Plan/ Sustainable Communities Strategy (2016 RTP/SCS) on April 7, 2016, enabling WRCOG staff to proceed with finalizing the update of the TUMF Nexus Study. The WRCOG TUMF Nexus Study 2016 Update Report was ultimately adopted by the WRCOG Executive Committee on July 10, 2017. 1071
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TUMF Nexus Study – 2024 Program Update September 9, 2024 4 On September 3, 2020, SCAG adopted Connect SoCal; The 2020-2045 Regional Transportation Plan/Sustainable Communities Strategy of the Southern California Association of Governments (2020 RTP/SCS). As stated in the plan document “Connect SoCal embodies a collective vision for the region’s future, through the horizon year of 2045. It is developed with input from a wide range of constituents and stakeholders within the Counties of Imperial, Los Angeles, Orange, Riverside, San Bernardino and Ventura, including public agencies, community organizations, elected officials, tribal governments, the business community and the public. Connect SoCal is an important planning document for the region, allowing public agencies who implement transportation projects to do so in a coordinated manner, while qualifying for federal and state funding.”
The adoption of the 2020 RTP/SCS confirmed new growth forecasts for the region that were used as the basis to develop the Connect SoCal plan. These forecasts also provide a foundational element for updating the TUMF program and the associated nexus determination prompting WRCOG to initiate the current program update. The 2020 RTP/SCS growth forecasts are used directly in the fee calculation as the basis for determining the anticipated growth in households and employment in the region through the program horizon year of 2045. These forecasts are also integrated into the Riverside County Transportation Analysis Model (RivCoM) used to forecast the cumulative regional traffic impacts of new development on the arterial highway network in Western Riverside County.

Completed in 2021 to succeed the Riverside County Traffic Analysis Model (RIVTAM), RivCoM provides a valuable tool for supporting a variety of transportation planning activities in Riverside County, including the update of the TUMF Nexus Study. RivCoM was developed under the leadership of WRCOG in conjunction with regional partners with the intent to provide jurisdictions in Riverside County with a traffic forecasting tool that, while consistent with the SCAG regional travel demand model, provides a more appropriate level of detail to support transportation planning at the County or City level.

RivCoM is a critical tool for quantifying the cumulative regional traffic impacts of new development as part of the TUMF Nexus Study Update. Utilizing the 2020 RTP/SCS growth forecasts, RivCoM is used to quantify changes in travel demand and traffic conditions on the regional highway network, with a specific focus on the TUMF Network.

RivCoM outputs are used to analyze project eligibility and quantify the fair share of traffic growth that is attributable to new development as inputs to determining the fee.

The adoption of the Connect SoCal plan and the availability of RivCoM to serve as a critical tool for quantifying network impacts for the TUMF Nexus Study Update were key factors driving the schedule for this update of the fee.

To ensure new development continues to contribute a fair share of the cost to mitigate its cumulative regional transportation impacts in the period between the comprehensive review of program assumptions completed at least every five years, the WRCOG Executive Committee has also established that the TUMF Schedule of Fees will be reviewed annually, and adjusted, as needed, on July 1st to reflect current costs. The revised schedule of fees will typically be recalculated in February of each year based 1072
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TUMF Nexus Study – 2024 Program Update September 9, 2024 5 on the percentage increase or decrease in the Engineering News Record (ENR) Construction Cost Index (CCI) for the twelve (12) month period from January of the prior year to January of the current year, and the percentage increase or decrease in the National Association of Realtors (NAR) Median Sales Price of Existing Single Family Homes in the Riverside/San Bernardino Metropolitan Statistical Area for the twelve (12) month period from the 3rd Quarter of the second year prior to the 3rd Quarter of the prior year (to coincide with the publication of the most recently updated index). If approved by the Executive Committee, the resultant percentage change for each of the indices will be applied to the unit cost assumptions for roadway and bus transit costs, and land acquisition costs, respectively, to reflect the combined effects of changes in eligible project costs on the resultant per unit fee for each defined land use category. The most recent annual cost adjustment to the TUMF Schedule of Fees was adopted by the WRCOG Executive Committee on July 12, 2021.

1.3 TUMF Nexus Study Process
In coordination with WRCOG, city and county representatives and other interested parties have reviewed the underlying assumptions of the Nexus Study as part of this comprehensive program review. In particular, the most recent socioeconomic forecasts developed by SCAG as the basis for the 2020 RTP/SCS were incorporated. This use of the most recent SCAG forecasts resulted in a shift of the program base year from 2012 to 2018, as well as a shift in the program horizon year from 2040 to 2045.

Furthermore, the TUMF Network was re-examined in detail based on travel demand forecasts derived from the most recent version of the Riverside County Model (RivCoM) to more accurately reflect future project needs to address the cumulative regional impacts of new development in Western Riverside County as well as eliminating those projects having been completed prior to the commencement of the Nexus review in 2021.

The subsequent chapters of this Nexus Study document describe the various assumptions, data inputs and analysis leading to the determination of each major variable in the TUMF calculation, and ultimately leading to the determination of the TUMF Schedule of Fees that indicates the maximum “fair share” fee for each of the various use types defined in the TUMF program. The overall process for establishing the TUMF nexus is summarized in this section, including the flow chart in Figure 1.1 that illustrates the various technical steps in this fee calculation process. Each technical step that was followed to determine the TUMF Schedule of Fees and establish the program nexus is summarized below, with the numbers denoted on the flow chart correlating to the steps described. The flow chart also incorporates color coding of the steps to indicate those steps that involved the application of RivCoM, steps that utilized other input data, steps that are computations of various inputs, and steps that required specific actions of the various WRCOG committees to confirm major variables. Where appropriate, the flow chart also includes specific cross references to the sections or tables included in this Nexus Study document that correlate to the particular step. 1073
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TUMF Nexus Study – 2024 Program Update September 9, 2024 6 Figure 1.1 - Flowchart of Key Steps in the TUMF Nexus Study Process 1074
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TUMF Nexus Study – 2024 Program Update September 9, 2024 7 2.3.1. Establish the TUMF Network Project List
The roadway network in Western Riverside County must be evaluated to determine how new development activity will impact the performance of the network, and how the resultant traffic impacts can be mitigated by completing various roadway improvements. The following steps integrate the latest SCAG socio-economic forecasts into RivCoM as the basis for determining future roadway deficiencies and identifying the list of eligible improvements to address these future deficiencies. The rational and methodology for accomplishing these steps is further explained in Chapters 2 and 3 of this report, with the resultant TUMF Network described in Chapter 4. 1) The SCAG 2020 RTP/SCS was developed using housing and employment data for 2018 as its base year. This adopted dataset was integrated into RivCoM providing a critical analytic tool to support the Nexus Study Update. 2) The RivCoM model1 has datasets available that represent the capacity of the different facilities in the road network for several different study years. For this nexus update, the RivCoM 2018 base network that was developed following the adoption of the SCAG 2020 RTP was selected as the one most closely resembling current conditions. This network was subsequently reviewed and updated, including a detailed review by WRCOG staff and participating jurisdictions, to identify projects that were completed on the arterial network in the period between 2016 and December 2021. The arterial network was then recoded to reflect the changes to the TUMF Network to create a 2021 Existing Network as the base network for analysis. A second version of the base network was also developed adding only those facilities that had been identified on the 2016 TUMF network that did not currently exist and therefore were not represented by a link(s) in RivCoM. The Supplemental 2021 Existing Network was utilized as the basis for assessing only those projects that did not currently exist on the TUMF Network.
3) RivCoM was run using the 2018 socio-economic data (SED) and the 2021 Existing Networks to produce the baseline volumes on the roads in the TUMF Network. 4) The baseline volume-to-capacity (V/C) ratio was then determined. The target LOS for TUMF facilities is “D”, meaning that facilities with LOS “E” or “F”, i.e. those with a V/C ratio of 0.9 or higher, are deemed to have inadequate capacity. The result of this step is a list of roads that have existing capacity deficiencies. 1 The macro-level traffic forecasting was conducted using the Riverside County Transportation Analysis Model (RivCoM).

RivCoM is consistent of SCAG’s six-county model with additional detail (traffic analysis zones and local roads) added within Riverside County. It was developed for use in traffic studies in Riverside County as a replacement for the Riverside County Transportation and Analysis Model (RivTAM) integrating an updated modeling platform to improve run time and reliability, as well as a more focused model area, more detailed network and zone structure, and prost processors to satisfy more recent legislative requirements. RivCoM has both the geographic scope needed to analyze all TUMF facilities and conformity with regional planning assumptions. There is a memorandum of understanding among the jurisdictions of Riverside County that encourages the use of the RivCoM model for use in regional traffic studies. 1075
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TUMF Nexus Study – 2024 Program Update September 9, 2024 8 5) The SCAG 2020 RTP/SCS was developed using housing and employment data for 2045 as its forecast horizon year. This adopted dataset was also used as the future base year for the TUMF update calculation.
6) RivCoM was run using the 2021 Existing Networks with the land use assumptions for 2045. These “Future No-Build” scenarios was used to determine where deficiencies would occur in the roadway system if development occurred as expected but no roadway improvements were implemented.
7) Comparing the existing capacity deficiencies with the future deficiencies showed where new deficiencies would occur that are entirely attributable to growth in households and employment. Comparing the existing and future traffic volume to capacity ratio on the roads that are currently deficient shows the portion of the future deficiency that is attributable to growth. 8) It is generally acknowledged that the TUMF program cannot and should not attempt to fund every roadway improvement needed in Western Riverside County. WRCOG has adopted a set of selection criteria that was used to choose which roadway improvements would be eligible for TUMF funding. 9) The selection criteria were applied to the forecast deficiencies to identify projects for the TUMF Project List. The project list was subsequently reviewed to confirm the eligibility of proposed projects, including projects previously included in the TUMF program, as well as additional projects requested for inclusion as part of the current update. The project list was then subsequently updated to reflect those projects considered eligible for TUMF funding as part of the 2024 Nexus Study Update.

2.3.2. Determine the TUMF Network Project Costs
The estimated costs of proposed improvements on the TUMF Network are calculated based on the prices of construction materials, labor and land values for the various eligible project types included as part of the TUMF program. The approach and outcomes of the following steps is described in Chapter 4 of this report.

10) The TUMF program has design standards covering the road project components that are eligible for TUMF funding. This ensures that projects in jurisdictions with different design standards are treated equally2.
11) Current cost values for labor and materials such as cement, asphalt, reinforcing steel, etc., as derived from Caltrans cost database, RCTC and other sources, were tabulated and updated to December 2023. Additionally, the ROW cost components per square foot for various land use types were also updated based on current property valuations in Riverside County as researched by Overland, Pacific and Cutler.
2 A jurisdiction may choose to design to a higher standard, but if it does so, TUMF will only fund up to the equivalent of what costs would have been had the TUMF design standards been followed. 1076
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TUMF Nexus Study – 2024 Program Update September 9, 2024 9 12) The cost values for the contributing labor, materials and land components were applied to estimated quantities of these components for the various roadway project types that are eligible under TUMF to generate aggregate unit cost values for each project type (road costs per lane-mile, typical costs per arterialfreeway interchange, bridge costs per linear foot, etc.). 13) The unit costs from the previous step were then applied to the project list to estimate the costs of the improvements on the TUMF project list. 14) The percentage of each project that was attributable to new development was then applied to the costs of TUMF road projects to find the total road project cost that is attributable to new development.

2.3.3. Determine the TUMF Transit Component
A portion of the TUMF funding is made available for transit services that provide an alternative to car travel for medium-to-long distance intra-regional trips. The eligible transit projects and their associated costs are determined using the following steps, with additional explanation provided in Chapter 4 of this report. 15) Actual average weekday daily ridership for Riverside Transit Agency (RTA) transit bus services was tabulated for 2023.
16) Forecast average weekday daily ridership for RTA bus transit services was retrieved from the SCAG 2020 RTP/SCS Model for horizon year 2045. 17) The growth in ridership between 2023 and 2045 was compared to determine the portion of 2045 average weekday daily ridership that is attributable to existing passengers and the portion attributable to new growth.
18) A proposed transit project list was provided by RTA staff and was reviewed to confirm the validity of the project list to establish a final recommended transit project list to be included as part of the program. The result was the TUMF Transit Project List.
19) RTA provided information on current costs for the listed transit infrastructure. 20) The cost information was then used to determine the cost of the items on the TUMF Transit Project List.
21) The percent attribution from Step 17 was applied to the project cost estimates from the previous step to determine the cost of transit improvements that are attributable to new development.
22) The costs for road and transit projects that are attributable to new development are then combined along with information on other (non-TUMF) funds to determine the total cost for TUMF projects that is to be cover by new development through the imposition of the fees. The available alternate funding sources were reviewed as part of the Nexus update, specifically including the completion of a detailed review of available federal, state and local funding sources administered by RCTC.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 10 2.3.4. Computing the Fee for Residential Developments Having determined the total project costs to be covered by new development under the TUMF program, it is necessary to divide these costs among different types of developments roughly in proportion to their expected traffic impacts. The following steps describes the process for determining the proportion attributable to new residential development. The approach for accomplishing these steps along with the findings of this analysis are described in detail in Chapter 5 and Chapter 6 of this report. 23) California legislation encourages the use of vehicle miles of travel (VMT) as the primary indicator of traffic impacts because it combines the number of vehicle trips and the average length of those trips to reflect the proportional impact to the roadway network. As a result, the methodology for determining the relative distribution of traffic impacts between residential and non-residential uses for the purposes of TUMF utilizes a VMT based approach. The RivCoM 2021 Existing Network and 2045 No-Build model runs were examined to determine the VMT of various trip types that would take place in Western Riverside County (excluding through trips). The results were compared to determine the growth in VMT for each trip type. Per WRCOG policy (based on National Cooperative Highway Research Program (NCHRP) recommended practice) trips originating in or destined for a home are attributed to residential development while trips where neither the origin nor the destination are a home are attributed to non-residential development.
24) The SCAG 2020 RTP/SCS socio-economic forecasts were used to estimate the number of single-family and multi-family dwelling units that will be developed during the 2018 to 2045 period.
25) The Institute of Transportation Engineers’ (ITE’s) trip generation rates, which come from surveys of existing sites for various development types, were then used to estimate the daily number of trips that will be generated by future single- and multi-family developments that will occur in the region from 2018 to 2045. 26) The cost to be covered by residential development was divided into the portion attributable to new single-family dwellings and portion attributable to new multifamily development to calculate the cost share for each use. 27) The cost share for single-family dwellings and multi-family dwellings was divided by the number of dwellings of each type to determine the fee level required from each new dwelling unit to cover their fair share of the cost to mitigate the impacts of new developments.

2.3.5. Computing the Fee for Non-Residential Developments A process similar to that used for residential units was used to determine the fee level for non-residential development. However, the determination of fees for non-residential development involves additional steps due to the additional complexity of accounting for a greater variety of development types within each use category. Chapter 5 and Chapter 6 of this report provide additional explanation regarding the methodology for accomplishing these steps along with the results of this analysis. 1078
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TUMF Nexus Study – 2024 Program Update September 9, 2024 11 28) Like many impact fee programs, TUMF groups similar development projects together into general use categories to simplify the administration of the program. TUMF groups the various land use categories found in ITE’s Trip Generation Manual into four non-residential categories (industrial, retail, service, and government/public sector) based on the North American Industry Classification System (NAICS), which is also used by the U.S. Census Bureau and SCAG for demographic classifications and is the basis for such classifications in the SCAG Regional Travel Demand Model as well as and the RivCoM model. The ITE trip generation rates for all uses were reviewed for accuracy updated to reflect the most current ITE published rates. The median value for the tripgeneration rates for all uses within each category was used in the nexus study to represent the trip-generation characteristics for the category. 29) The trip-generation rates of retail and service uses were adjusted to take into account the share of pass-by trips these uses generate. Pass by trip rates for various retail and service uses were derived from the ITE Trip Generation Manual to determine the median value of all uses as the basis for the adjustment. The ITE pass by trip rates for all uses were reviewed for accuracy and updated to reflect the most current ITE published rates.
30) The SCAG 2020 RTP/SCS socio economic forecasts included non-residential employment for 2018 and 2045. These forecasts were used to estimate the growth in employment in each of the four non-residential uses. 31) The SCAG employment forecasts are denominated in jobs while development applications are typically denominated in square feet of floorspace. The ratio of floorspace per employee was determined as a median value derived from four studies, including a comprehensive study San Bernardino and Riverside Counties conducted in 1990, an OCTA study conducted in 2001, a SCAG study (including a specific focus on Riverside County) conducted in 2001, and the Riverside County General Plan adopted in 2015.
32) The forecast growth in employees was multiplied by the floorspace per employee to produce a forecast of the floorspace that will be developed for each of the four non-residential use types.
33) The trip-generation rate for each of the four uses was multiplied by the forecast of new floorspace to estimate the number of trips generated by each use. 34) The amount of project costs to be covered by non-residential development was split between the four non-residential uses to determine the TUMF cost share for each.
35) The TUMF cost share for each of the four non-residential uses was divided by the forecast growth in floorspace to determine the fee level required from each new square foot of non-residential development to cover their fair share of the cost to mitigate the impacts of new developments.
36) WRCOG has adopted a TUMF Fee Calculation Handbook that allows for fee adjustments to be made to account for unusual circumstances for certain types of residential and non-residential development (fuel filling stations, golf courses, high-cube warehouses, wineries, electric charging stations, etc.) These 1079
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TUMF Nexus Study – 2024 Program Update September 9, 2024 12 adjustments are intended to calculate a fairer proportional fee based on the unique trip generation characteristics of these development types.

The outcome of this process is a schedule of fees for the various use categories identified as part of the TUMF program. The study conclusions including the Schedule of Fees is presented in Chapter 7 of this report. The schedule of fees represents the maximum fee permissible under California law for the purposes of the TUMF program.

The WRCOG Executive Committee has the option to adopt lower fees, however, in doing so each use category subject to a lower fee would not be contributing a fair share of the cost of their impacts. This would in turn create a funding gap for the program that would necessitate identifying additional project funding from some other source to ensure the cumulative regional impacts of new development are being mitigated fully in accordance with the program.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 13 2.0 FUTURE GROWTH

2.1 Recent Historical Trend
Western Riverside County experienced robust growth in the period from the late 1990’s to the mid 2000’s. The results of Census 2000 indicate that in the year 2000, Western Riverside County had a population of 1.187 million representing a 30% increase (or 2.7% average annual increase) from the 1990 population of 912,000. Total employment in Western Riverside County in 2000 was estimated by the SCAG to be 381,000 representing a 46% increase (or 3.9% average annual increase) over the 1990 employment of 261,000.

Despite the impacts of the Great Recession and the associated residential mortgage and foreclosure crisis, and more recently with the shifting of population during and following the COVID-19 pandemic, Western Riverside County has continued to grow due to the availability of relatively affordable residential and commercial property, and a generally well-educated workforce. By 2010, the population of the region had grown to 1.742 million, a further 47% growth in population from 2000. Similarly, total employment in the region had also grown from 2000 to 2010 with 434,000 employees estimated to be working in Western Riverside County. This represents a 12% increase from the 381,000 employees working in the region in 2000.

2.2 Available Demographic Data
A variety of alternate demographic information that quantifies future population, household and employment growth is available for Western Riverside County. For earlier versions of the TUMF Nexus Study, the primary available source of consolidated demographic information for Western Riverside County was provided by SCAG. SCAG is the largest of nearly 700 Councils of Government (COG) in the United States and functions as the Metropolitan Planning Organization (MPO) for six counties in Southern California including Los Angeles, Orange, San Bernardino, Riverside, Ventura and Imperial. SCAG is mandated by the federal government to research and plan for issues of regional significance including transportation and growth management. As part of these responsibilities, SCAG maintains a comprehensive database of regional socioeconomic data and develops demographic projections and travel demand forecasts for Southern California.

In preparation for the 2020 RTP/SCS, SCAG undertook robust stakeholder engagement, including participation by WRCOG, Riverside County and the various cities in Western Riverside County, to develop regional demographic forecasts. Using input from regional stakeholders regarding anticipated patterns and rates of development, SCAG compiled and disseminated the forecasts that were ultimately adopted in 2020, including those specific to Western Riverside County. The SCAG forecasts adopted for the 2020 RTP/SCS were subsequently used as the basis for RivCoM and are used as the basis for this TUMF Nexus Study Update.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 14 2.3 Demographic Assumptions Used for the Nexus Study Analysis A major distinction between data used for the TUMF Nexus Study 2016 Update and the SCAG 2020 RTP/SCS data used for this 2024 Update is the change in the base year from 2012 to 2018, as well as the change in the horizon year from 2040 to 2045. This shift in the base year and horizon year demographic assumptions of the program carries through all aspects of the nexus analysis, including the travel demand forecasting, network review and fee calculation.

The SCAG 2020 RTP/SCS data were compared to the 2016 RTP/SCS data used in the TUMF Nexus Study 2016 Update. As can be seen in Table 2.1 and Figure 2.1, the 2018 data reflects an increase in population and single-family households, and a very slight decline in multi-family households. Employment grew substantially overall, with significant growth in industrial employment, largely attributable to the rapid expansion of warehousing and logistics facilities in Western Riverside County. In contrast, there was a notable decline in government and public sector employment in the region from 2012 to 2018
Table 2.1 - Base Year Socioeconomic Estimates for Western Riverside County SED Type 2016 Update
(2012)
2024 Update
(2018) Change Percent
Total Population 1,773,935 1,905,440 131,505 7%
Total Households 525,149 554,573 29,424 6%
Single-Family 366,588 397,407 30,819 8%
Multi-Family 158,561 157,166 -1,395 -1%
Total Employment 460,787 570,420 109,633 24%
Industrial 120,736 169,334 48,598 40%
Retail 65,888 73,814 7,926 12%
Service 253,372 308,703 55,331 22%
Government/Public Sector 20,791 18,569 -2,222 -11%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS
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TUMF Nexus Study – 2024 Program Update September 9, 2024 15 Figure 2.1 – Base Year Socioeconomic Estimates for Western Riverside County Table 2.2 and Figure 2.2 compare the socioeconomic forecasts for the program horizon year of 2045 used in the TUMF Nexus Study 2016 Update and 2045 for this study. The most recent forecasts reflect an increase in the horizon year population and households, and a decrease in overall employment in Western Riverside County. The change in employment was not, however, consistent across sectors. The retail employment forecast has decreased approximately 15% from 2040 to 2045, while the industrial employment forecast has increased over 20%. This shift is consistent with the emergence of e-commerce as an alternative to traditional “brick and mortar” retail. 1083
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TUMF Nexus Study – 2024 Program Update September 9, 2024 16 Table 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County

SED Type 2016 Update
(2040)
2024 Update
(2045) Change Percent
Total Population 2,429,633 2,533,876 104,243 4%
Total Households 775,231 812,399 37,168 5%
Single-Family 539,631 564,898 25,267 5%
Multi-Family 235,600 247,501 11,901 5%
Total Employment 861,455 846,442 -15,013 -2%
TUMF Industrial 201,328 245,915 44,587 22%
TUMF Retail 101,729 86,929 -14,800 -15%
TUMF Service 528,092 482,958 -45,134 -9%
TUMF Government/Public Sector 30,306 30,640 334 1%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS
Figure 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County 1084
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TUMF Nexus Study – 2024 Program Update September 9, 2024 17 Table 2.3 and Figure 2.3 summarize the socioeconomic data obtained from SCAG and used as the basis for completing this Nexus Study analysis. The SCAG employment data for 2018 and 2045 was provided for thirteen employment sectors consistent with the California Employment Development Department (EDD) Major Groups including:

Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Retail Trade; Transportation, Warehousing and Utilities; Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service; and Government. For the purposes of the Nexus Study, the EDD Major Groups were aggregated to Industrial (Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Transportation, Warehousing and Utilities), Retail (Retail Trade), Service (Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service) and Government/Public Sector (Government). These four aggregated sector types were used as the basis for calculating the fee as described in Section 6.2. Appendix B provides a table detailing the EDD Major Groups and corresponding North American Industry Classification System (NAICS) Categories that are included in each nonresidential sector type.

Table 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045)
SED Type 2018 2045 Change Percent
Total Population 1,905,440 2,533,876 628,436 33%
Total Households 554,573 812,399 257,826 46%
Single-Family 397,407 564,898 167,491 42%
Multi-Family 157,166 247,501 90,335 57%
Total Employment 570,420 846,442 276,022 48%
TUMF Industrial 169,334 245,915 76,581 45%
TUMF Retail 73,814 86,929 13,115 18%
TUMF Service 308,703 482,958 174,255 56%
TUMF Government/Public Sector 18,569 30,640 12,071 65%
Source: SCAG 2020 RTP/SCS
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TUMF Nexus Study – 2024 Program Update September 9, 2024 18 Figure 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045)
The combined effects of the changes in the base year and horizon year socioeconomic data are modest reductions in the total growth in population and single-family households, but a notable increase in multi-family households. The change in total employment is reduced by 31%, with the most significant reduction in employment growth in the retail sector (-63%), while the industrial sector saw only a slight reduction in total employment growth compared to the 2016 Nexus Update (5%).

The Government/public sector employment growth has increased by 27% from the 2016 Nexus Study to the 2024 Nexus Study, although the total number of jobs increased is relatively small as a share of the total employment. Table 2.4 and Figure 2.4 provide a comparison of the changes in population, households and employment between the 2016 Nexus Update and the 2024 Nexus Update. The table and figure clearly illustrate the reduction in the rate of growth in Western Riverside County largely attributable to the effects of the economic recession. This reduced rate of growth in the region will serve as the basis for reevaluating the level of impact of new development on the transportation system in the next section, as well as providing the basis for the determination of the fair share fee for each land use type. 1086
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TUMF Nexus Study – 2024 Program Update September 9, 2024 19 Table 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison)
SED Type 2016 Update
(2012-2040)
2024 Update
(2018-2045) Difference Percent
Total Population 655,698 628,436 -27,262 -4%
Total Households 250,082 257,826 7,744 3%
Single-Family 173,043 167,491 -5,552 -3%
Multi-Family 77,039 90,335 13,296 17%
Total Employment 400,668 276,022 -124,646 -31%
TUMF Industrial 80,592 76,581 -4,011 -5%
TUMF Retail 35,841 13,115 -22,726 -63%
TUMF Service 274,720 174,255 -100,465 -37%
TUMF Government/Public Sector 9,515 12,071 2,556 27%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS
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TUMF Nexus Study – 2024 Program Update September 9, 2024 20 Figure 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison)
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TUMF Nexus Study – 2024 Program Update September 9, 2024 21 3.0 NEED FOR THE TUMF
All new developments have some effect on the transportation infrastructure in a community, city or county due to an increase in travel demand. Increasing usage of the transportation facilities leads to more traffic, progressively increasing VMT, traffic congestion and decreasing the level of service (LOS)3. To meet the increased travel demand and keep traffic flowing, improvements to transportation facilities become necessary to sustain pre-development traffic conditions.

The projected growth in Western Riverside County (33% growth in population and 48% growth in employment in 27 years) and the related growth in VMT can be expected to increase congestion and degrade mobility if substantial investments are not made in the transportation infrastructure. This challenge is especially critical for arterial highways and roadways that carry a significant number of the trips between cities, since traditional sources of transportation improvement funding (such as the gasoline tax and local general funds) will not be nearly sufficient to fund the improvements needed to serve new development. Development exactions generally provide only a fraction of the improvements with those being confined to the area immediately adjacent to the respective development, and the broad-based county-level funding sources (i.e., Riverside County’s half-cent sales tax known as Measure A) designate only a small portion of their revenues for arterial roadway improvements.

This section documents the existing and future congestion levels that demonstrate the need for future improvements to the transportation system to specifically mitigate the cumulative regional transportation impacts of new development. It then describes the TUMF concept that has been developed to fund future new developments’ fair share of needed improvements.

The forecast of future congestion levels is derived from Year 2045 No-Build travel demand forecasts for Western Riverside County developed using RivCoM. The Year 2045 No-Build scenario evaluates the effects of 2045 population, employment and resultant traffic generation on the 2021 existing arterial highway network.

3.1 Future Highway Congestion Levels
To support the evaluation of the cumulative regional impacts of new development on the existing arterial highway system in Western Riverside County, existing (2018) and future (2045) SED were modeled on the existing (2021) arterial highway network using RivCoM. To quantify traffic growth impacts, various traffic measures of effectiveness were calculated for the AM and PM peak periods for each of the two scenarios. The 3 The Highway Capacity Manual 6th Edition – A Guide for Multimodal Mobility Analysis (Transportation Research Board, National Academy of Sciences, Washington, D.C., 2016, Volume 1 – Concepts, pp 5-3) describes LOS as a “quantitative stratification of performance measure or measures representing quality of service….HCM defines six levels of service, ranging from A to F, for each service measure or combination of measures. LOS A represents the best operating conditions from the traveler’s perspective and LOS F the worst.” 1089
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TUMF Nexus Study – 2024 Program Update September 9, 2024 22 WRCOG TUMF study area was extracted from the greater regional model network for the purpose of calculating measures for Western Riverside County only. Peak period performance measures for the Western Riverside County TUMF study area included total VMT, total vehicle hours of travel (VHT), total combined vehicle hours of delay (VHD), and total VMT experiencing unacceptable level of service (LOS E). These results were tabulated in Table 3.1. Plots of the Network Extents are attached in Appendix C.

Total Arterial VMT, VHT, VHD and LOS E Threshold VMT were calculated to include all principal arterials, minor arterials and major connectors, respectively. Regional values for each threshold were calculated for a total of all facilities including arterials, freeways, freeway ramps and High-Occupancy Vehicle (HOV) lanes.

Table 3.1 - Regional Highway System Measures of Performance (2018 Existing to 2045 No-Build)
Measure of Performance*
Peak Periods (Total)
2018 Existing 2045 No-Build % Change % Annual
VMT - Total ALL FACILITIES 23,284,724 29,897,254 28% 0.9% VMT - FREEWAYS 13,514,522 15,490,284 15% 0.5%
VMT - ALL ARTERIALS 9,770,202 14,406,970 47% 1.4%
TOTAL - TUMF ARTERIAL VMT 6,216,985 8,597,200 38% 1.2%
VHT - TOTAL ALL FACILITIES 541,350 915,439 69% 2.0%
VHT - FREEWAYS 263,792 399,128 51% 1.5%
VHT - ALL ARTERIALS 277,558 516,311 86% 2.3%
TOTAL TUMF ARTERIAL VHT 174,455 320,869 84% 2.3%
VHD - TOTAL ALL FACILITIES 108,900 338,056 210% 4.3%
VHD - FREEWAYS 66,156 170,649 158% 3.6%
VHD - ALL ARTERIALS 42,745 167,407 292% 5.2%
TOTAL TUMF ARTERIAL VHD 33,249 124,863 276% 5.0%
VMT LOS E - TOTAL ALL FACILITIES 5,605,070 13,369,483 139% 3.3% VMT LOS E - FREEWAYS 4,725,471 9,316,891 97% 2.5%
VMT LOS E & F - ALL ARTERIALS 879,599 4,052,592 361% 5.8% TOTAL TUMF ARTERIAL VMT w/ LOS E or worse 765,782 3,184,133 316% 5.4% % of TUMF ARTERIAL VMT w/ LOS E or worse 12% 37%
* Based on RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network as existing in December 2021
NOTES:

Volume is adjusted by PCE factor
VMT = vehicle miles of travel (the total combined distance that all vehicles travel on the system) VHT = vehicle hours of travel (the total combined time that all vehicles are traveling on the system) VHD = vehicle hours of delay (the total combined time that all vehicles have been delayed on the system based on the difference between forecast travel time and free-flow (ideal) travel time) LOS = level of service (based on forecast volume to capacity ratios).

LOS E or Worse was determined by V/C ratio that exceeds 0.9 thresholds as indicated in the Riverside County General Plan. 1090
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TUMF Nexus Study – 2024 Program Update September 9, 2024 23 The following formulas were used to calculate the respective values:

The calculated values were compared to assess the total change between 2018 Existing and 2045 No-Build scenarios, and the average annual change between 2018 Existing and 2044 No-Build. As can be seen from the RivCoM outputs summarized in Table 3.1, the additional traffic generated by new development will cause peak period VMT on the arterial highway network to increase by approximately 47% by the year 2045 (approximately 1.4% per year). In the absence of additional improvements to the transportation network in Western Riverside County, the growth in VMT will cause congestion on the highway system to increase almost exponentially, with the most significant increase in congestion observed on the arterial highway system that includes the TUMF Network. Many facilities will experience a significant increase in vehicle delay and deterioration in LOS to unacceptable levels because of new development and the associated growth in traffic. According to the Highway Capacity Manual 6th Edition – A Guide for Multimodal Mobility Analysis (Transportation Research Board, National Academy of Sciences, Washington, D.C., 2016), “LOS E describes operation at or near capacity. Operations…at this level are highly volatile because there are virtually no usable gaps within the traffic stream, leaving little room to maneuver within the traffic stream. Any disruption to the traffic stream, such as vehicles entering…or a vehicle changing lanes, can establish a disruption wave that propagates throughout the upstream traffic stream….the physical and psychological comfort afforded drivers is poor.”
The Congestion Management Program for Riverside County (CMP) published by the Riverside County Transportation Commission (RCTC) in 2011 designates LOS E as the “traffic standards must be set no lower than LOS E for any segment or intersection along the CMP System of Highways and Roadways” in Riverside County. “The intent of the CMP is to more directly link land use, transportation, and air quality, thereby prompting reasonable growth management programs that will effectively utilize new transportation funds, alleviate traffic congestion and related impacts, and improve air quality.” 4 The CMP provides a mechanism for monitoring congestion on the highway system and, where congestion is observed, establishes procedures for developing a deficiency plan to address improvement needs. The reactive nature of the CMP to identify and remediate existing congestion differs from the proactive nature of the TUMF program to anticipate and provide for future traffic needs. For this reason, the TUMF 4 Congestion Management Program for Riverside County – Executive Summary (Riverside County Transportation Commission, 2011) Page ES-3, ES-1
VMT = Link Distance * Total Daily Volume
VHT = Average Loaded (Congested) Link Travel Time * Total Daily Volume VHD = VHT – (Free-flow (Uncongested) Link Travel Time * Total Daily Volume) VMT LOS E or F = VMT (on links where Daily V/C exceeded 0.90) Note: Volume to capacity (v/c) ratio thresholds for LOS E are based on the Transportation Research Board 2010 Edition of the Highway Capacity Manual (HCM 2010) LOS Maximum V/C Criteria for Multilane Highways with 45 mph Free Flow Speed (Exhibit 14-5, Chapter 14, Page 14-5). .
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TUMF Nexus Study – 2024 Program Update September 9, 2024 24 program follows the guidance of the Highway Capacity Manual in establishing LOS E as the threshold for unacceptable level of service, and subsequently as the basis for measuring system performance and accounting for existing needs. This approach ensures a more conservative accounting of existing system needs as part of the determination of the “fair share” of mitigating the cumulative regional impacts of future new development on the transportation system.

The continuing need for a mitigation fee on new development is shown by the adverse impact that new development will have on Western Riverside County’s transportation infrastructure, and particularly the arterial highway network. As a result of the new development and associated growth in population and employment in Western Riverside County, additional pressure will be placed on the transportation infrastructure with the total peak period VMT on the Western Riverside County Regional System of Highways and Arterials (RSHA; also referred to as the TUMF Network) estimated to increase by approximately 38% or 1.2% compounded annually.

As shown in Table 3.1, the peak period VMT on arterial facilities within the TUMF Network experiencing LOS E or worse will increase by approximately 316% or 5.4% compounded annually in Western Riverside County in the period between 2018 and 2045. By 2045, 37% of the total VMT on the TUMF arterial highway system is forecast to be traveling on facilities experiencing daily LOS E or worse. Without improvements to the TUMF arterial highway system, the total vehicle hours of delay (VHD) experienced by area motorists on TUMF arterial highways during the peak periods will increase by approximately 5.0% per year. The combined influences of increased travel demand and worsened LOS that manifest themselves in severe congestion and delay highlighting the continuing need to complete substantial capacity expansion on the TUMF arterial highway system to mitigate the cumulative regional impact of increased travel demand resulting from new development.

The RivCoM outputs summarized in Table 3.1 clearly demonstrate that the travel demands generated by future new development in the region will lead to increasing levels of traffic congestion, especially on the arterial roadways. The need to improve these roadways to accommodate the anticipated growth in VMT and relieve future congestion is therefore directly linked to the future development which generates the additional travel demand.

3.2 Future Transit Utilization Levels
In addition to the roadway network, public transportation will play a role in serving future travel demand in the region. Transit represents a critical component of the transportation system by providing an alternative mode choice for those not wanting to use an automobile, and particularly for those who do not readily have access to an automobile. As population and employment in Western Riverside County grows because of new development, demand for regional transit services in the region is also expected to grow.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 25 While some future transit trips will be accommodated by inter-regional transit services such as Metrolink, a substantial number of the trips within Western Riverside County will be served by bus transit services and for this reason the provision of regional bus transit service is considered integral to addressing the cumulative regional transportation impacts of new developments. Regional bus transit services within Western Riverside County are primarily provided by RTA.

In 2023, RTA reported average weekday daily ridership of 16,575 on their network of buses5. The SCAG 2020 RTP/SCS forecasts for RTA average weekday daily ridership in 2045 is 57,282. These values were used to represent the existing and future transit trips consistent with the analysis of highway trips described in Section 3.1. The existing and future transit ridership were compared to assess the impact of new development on transit demand. Average weekday daily ridership would be expected to grow by 40,707 between 2023 and 2045, or an average increase of 1,850 weekday daily riders each year. Average weekday daily system ridership is summarized in Appendix D.

The future growth in demand for public transit services is reflective of the cumulative regional impacts of new development, and the associated increase in demand for all types of transportation infrastructure and services to accommodate this growth.

Furthermore, bus transit ridership is expected to grow as the improved services being planned and implemented by RTA attract new riders and encourages existing riders to use transit more often as an alternative to driving. Attracting additional riders to bus transit services contributes to the mitigation of the cumulative regional transportation impacts of new development by reducing the number of trips that need to be served on the highway system. The need to provide additional bus transit services within Western Riverside County to satisfy this future demand is therefore directly linked to the future development that generates the demand.

3.3 The TUMF Concept
A sizable percentage of trip-making for any given local community extends beyond the bounds of the individual community as residents pursue employment, education, shopping and entertainment opportunities elsewhere. As new development occurs within a particular local community, this dispersal of trips of all purposes by new residents and the new business that serve them generates additional travel demand and contributes to the need for transportation improvements within their community and in the other communities of Western Riverside County. The idea behind a uniform mitigation fee is to have new development throughout the region contribute uniformly to paying the fair share cost of improving the transportation facilities that serve these trips between communities. Thus, the fee is intended to be used primarily to improve 5 RTA, like most public transportation agencies, have seen significant short-term declines in transit ridership resulting from changes in travel demands, mode choice and trip distribution following the COVID-19 pandemic. RTA’s 2016 actual average weekday daily ridership was 30,700. Post COVID-19, the RTA actual average weekday daily ridership in 2023 was 16,575, a decline of almost 50% of pre-pandemic ridership levels. These levels would be expected to continue to recover toward pre-pandemic levels as potential riders resume more regular work schedules, and apprehension toward the use of transit services for public health reasons wane.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 26 transportation facilities that serve trips between communities within the region (in particular, arterial roadways and regional bus transit services).

Some roadways serve trips between adjacent communities, while some also serve trips between more distant communities within the region. The differing roadway functions led to the concept of using a portion of the fee revenues for a backbone system of arterial roadways that serve the longer-distance trips (i.e. using TUMF revenues from the entire region), while using a second portion of the fee revenues for a secondary system of arterials that serve inter-community trips within a specific subregion or zone (i.e. using TUMF revenues from the communities most directly served by these roads – to some extent, a return-to-source of that portion of the funds). Reflecting the importance of public transit to provide an alternative to highway travel as part of a balanced regional transportation strategy, a third portion of fee revenues was reserved for improvements to regional bus transit services (i.e. using TUMF revenues from the entire region).

Much, but not all, of the new trip-making in each area is generated by residential development (i.e. when people move into new homes, they create new trips on the transportation system as they travel to work, school, shopping or entertainment). Some of the new trips are generated simply by activities associated with new businesses (i.e. new businesses will create new trips through the delivery of goods and services, etc.).

Apart from commute trips by residents coming to and from work, and the trips of residents coming to and from new businesses to get goods and services, the travel demands of new businesses are not considered to be directly attributable to residential development. The consideration of different sources of new travel demand is therefore reflected in the concept of assessing both residential and non-residential development for their related transportation impacts.

In summary, the TUMF concept includes the following:
 A uniform fee that is levied on new development throughout Western Riverside County.
 The fee is assessed roughly proportionately on new residential and non-residential development based on the relative impact of each new use on the transportation system.
 A portion of the fee is used to fund capacity improvements on a backbone system of arterial roadways that serve longer-distance trips within the region; a portion of the fee is returned to the subregion or zone in which it was generated to fund capacity improvements on a secondary system of arterial roadways that link the communities in that area; and a portion of the fee is used to fund improvements to regional bus transit services that serve trips between the communities within the region.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 27 4.0 THE TUMF NETWORK

4.1 Identification of the TUMF Roadway Network
An integral element of the initial Nexus Study was the designation of the Western Riverside County Regional System of Highways and Arterials. This network of regionally significant highways represents those arterial and collector highway and roadway facilities that primarily support inter-community trips in Western Riverside County and supplement the regional freeway system. As a result, this system also represents the extents of the network of highways and roadways that would be eligible for TUMF funded improvements. The TUMF Network does not include the freeways of Western Riverside County as these facilities primarily serve longer distance inter-regional trips and a significant number of pass-through trips that have no origin or destination in Western Riverside County6.

The TUMF Network is the system of roadways that serve inter-community trips within Western Riverside County and therefore are eligible for improvement funding with TUMF funds. The RSHA for Western Riverside County was identified based on several transportation network and performance guidelines as follows:

1. Arterial highway facilities proposed to have a minimum of four lanes at ultimate build-out (not including freeways).

2. Facilities that serve multiple jurisdictions and/or provide connectivity between communities both within and adjoining Western Riverside County.

3. Facilities with forecast traffic volumes exceeding 20,000 vehicles per day in the future horizon year.

4. Facilities with forecast volume to capacity ratio of 0.90 (LOS E) or greater in the future horizon year.

5. Facilities that accommodate regional fixed route transit services.

6. Facilities that provide direct access to major commercial, industrial, institutional, recreational or tourist activity centers, and multi-modal transportation facilities (such as airports, railway terminals and transit centers).

Appendix E includes exhibits illustrating the various performance measures assessed during the definition of the RSHA.

Transportation facilities in Western Riverside County that generally satisfied these guidelines were initially identified, and a skeletal regional transportation framework evolved from facilities where several guidelines were observed. Representatives of all WRCOG constituent jurisdictions reviewed this framework in the context of current local transportation plans to define the TUMF Network, which was subsequently endorsed by 6 Since pass-through trips have no origin or destination in Western Riverside County, new development within Western Riverside County cannot be considered responsible for mitigating the impacts of pass-through trips. The impact of passthrough trips and the associated cost to mitigate the impact of pass-through trips (and other inter-regional freeway trips) is addressed in the Riverside County Transportation Commission (RCTC) Western Riverside County Freeway Strategic Plan, Phase II – Detailed Evaluation and Impact Fee Nexus Determination, Final Report dated May 31, 2008. 1095
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TUMF Nexus Study – 2024 Program Update September 9, 2024 28 the WRCOG Public Works Committee, WRCOG Technical Advisory Committee, TUMF Policy Committee and the WRCOG Executive Committee.

The RSHA is illustrated in Figure 4.1. As stated previously, the RSHA represents those regional significant highway facilities that primarily serve inter-community trips in Western Riverside County and therefore also represents the extents of the network of highways and roadways that would be eligible for TUMF funded improvements.

The TUMF Network was reviewed as part of the 2024 Nexus Update to ensure facilities generally still met the previously described performance guidelines, and/or that the scope and magnitude of specific improvements to the TUMF Network were roughly proportional to the impacts needing to be mitigated. This review process resulted in the removal of various facilities from the TUMF Network, as well as various changes in the scope and magnitude of specific improvements to the TUMF Network. The resulting TUMF Network used as the basis for this Nexus Update is discussed in Section 4.3 of this report.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 30 4.2 Backbone Network and Secondary Network
As indicated previously, the TUMF roadway network was refined to distinguish between facilities of “Regional Significance” and facilities of “Zonal Significance.” Facilities of Regional Significance were identified as those that typically are proposed to have a minimum of six lanes at general plan build-out7, extend across and/or between multiple Area Planning Districts8, and are forecast to carry at least 25,000 vehicles per day in 2045. The Facilities of Regional Significance have been identified as the “backbone” highway network for Western Riverside County. A portion of the TUMF fee is specifically designated for improvement projects on the backbone system. The backbone network is illustrated in Figure 4.2.

Facilities of Zonal Significance (the “secondary” network) represent the balance of the RSHA for Western Riverside County. These facilities are typically within one zone and carry comparatively lesser traffic volumes than the backbone highway network, although they are considered significant for circulation within the respective zone. A portion of the TUMF is specifically designated for improvement projects on the secondary network within the zone in which it is collected. The WRCOG APD or zones are illustrated in Figure 4.3.
7 Although facilities were identified based on the minimum number of lanes anticipated at general plan buildout, in some cases it was determined that there was not sufficient demand for all additional lanes on some facilities until beyond the current timeframe of the TUMF Program (2045). As a result, only a portion of the additional lanes on these facilities have currently been identified for funding with TUMF revenues, reflecting the cumulative impact of new development through the current duration of the TUMF Program.
8 Area Planning Districts (APD) are the five aggregations of communities used for regional planning functions within the WRCOG area. Area Planning Districts are interchangeably referred to as TUMF Zones.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 33 4.3 Future Roadway Transportation Needs
To calculate a “fair share” fee for new development, it is necessary to estimate the cost of improvements on the TUMF system that will be needed to mitigate the cumulative regional impacts of future transportation demands created by new development.

Estimates of the cost to improve the network to mitigate the cumulative impacts of new development were originally developed based on unit costs prepared for the Coachella Valley Association of Governments (CVAG) Regional Arterial Cost Estimate (RACE)9, and the WRCOG Southwest District SATISFY 2020 Summary of Cost Estimates10 (TKC/WRCOG 2000). The RACE cost estimates were developed based on a summary of actual construction costs for projects constructed in Riverside County in 1998.

The initial unit cost estimates for the TUMF (based on inflated RACE cost estimates) were reviewed in the context of the SATISFY 2020 Draft Cost Estimates and were consolidated to provide typical improvement costs for each eligible improvement type. The refinement of unit costs was completed to simplify the process of estimating the cost to improve the entire TUMF network. Based on RACE and SATISFY 2020, consolidated cost estimates included typical per mile or lump sum costs for each of the improvement types eligible under the TUMF Program. The resultant revised unit cost estimates were used as the basis for estimating the cost to complete the necessary improvements to the TUMF network to mitigate the cumulative regional transportation impacts of new development.

Variations in the consolidated cost estimates for specific improvement types were provided to reflect differences in topography and land use across the region. Unit costs for roadway construction were originally varied to account for variations in construction cost (in particular, roadway excavation and embankment cost) associated with construction on level (code 1) rolling (code 2) and mountainous (code 3) terrain, respectively. Right-of-way acquisition costs which originally included consideration for land acquisition, documentation and legal fees, relocation and demolition costs, condemnation compensation requirements, utility relocation, and environmental mitigation costs were also varied to account for variations in right-of-way costs associated with urban (developed commercial/residential mixed uses – code 1), suburban (developed residential uses – code 2) and rural (undeveloped uses – code 3) land uses, respectively. Lump sum costs for interchange improvements were originally varied to account for variations in cost associated with new complex, new standard (or fully reconstructed), or major (or partially reconstructed) or minor (individual ramp improvements) interchange improvements.

As part of the 2024 TUMF Nexus Update, the original unit cost categories were revised to generate entirely new unit cost values based on the most recent available construction cost, labor cost and land acquisition cost values for comparable projects within Riverside County. The recalculation of the TUMF unit cost components was completed 9 Parsons Brinckerhoff/Coachella Valley Association of Governments, 1999, Regional Arterial Cost Estimate (RACE)
10 TKC/Western Riverside Council of Governments, 2000, SATISFY 2020 Summary of Cost Estimates 1101
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TUMF Nexus Study – 2024 Program Update September 9, 2024 34 as part of the 2024 Nexus Update to reflect the effects of significant changes in materials, labor and land acquisition costs including the influences of supply chain disruptions during and following the COVID-19 pandemic, and the elevated rates of inflation prevailing in the past few years. Appendix F provides a detailed outline of the assumptions and methodology leading to the revised TUMF unit cost assumptions developed as part of the 2024 Nexus Update. A new category was also added to the cost assumptions to facilitate the use of intelligent transportation systems (ITS) to enhance traffic flows in arterial corridors that require mitigation but cannot accommodate construction of addition lane capacity.

Section 8.5.1 of the Riverside County Integrated Project (RCIP) Multiple Species Habitat Conservation Plan (MSHCP) adopted by the Riverside County Board of Supervisors on June 17, 2003, states that “each new transportation project will contribute to Plan implementation. Historically, these projects have budgeted 3% - 5% of their construction costs to mitigate environmental impacts.” This expectation is reiterated in the Western Riverside County Multiple Species Habitat Conservation Plan Nexus Fee Study Update (Economic & Planning Systems, Inc., October 2020) Section 6 which indicates that “about 44% of the revenue for the program” is expected to be derived from non-fee sources, including ” the Measure A sales tax which is authorized through 2039 and other transportation funding sources such as the Transportation Uniform Mitigation Fees (TUMF).” Consistent with the MSHCP Nexus Report, an amount equal to 5% of the construction cost for new TUMF network lanes, bridges and railroad grade separations will be specifically included as part of TUMF Program with revenues to be provided to the Western Riverside County Regional Conservation Authority (RCA) for the acquisition of land identified in the MSHCP. The relevant sections of the MSHCP document and the most recent MSHCP Nexus Report are included in Appendix F.

Table 4.1 summarizes the unit cost estimate assumptions used to develop the TUMF network cost estimate as part of the current Nexus Update. Table 4.1 also includes a comparison of the original TUMF unit cost assumptions and the 2016 Nexus Study unit cost assumptions that demonstrates the significant increases in unit costs observed during recent years. In most cases the unit cost assumptions have more than doubled from those used for the 2016 Nexus Study. Cost estimates are provided in current year values as indicated.

To estimate the cost of improving the regional network to provide for traffic growth from new development, the network characteristics and performance guidelines (outlined in Section 4.1) were initially used as a basis for determining the needed improvements.

The initial list of improvements was then compared with local General Plan Circulation Elements to ensure that the TUMF network included planned arterial roadways of regional significance. A consolidated list of proposed improvements and the unit cost assumptions were then used to establish an initial estimate of the cost to improve the network to mitigate for future traffic growth associated with new development. This initial list of proposed improvements has since been revised and updated as part of each subsequent Nexus Update to reflect the completion of projects, changing levels of development and associated changes in travel demand and transportation system impacts to be mitigated as part of the TUMF program.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 35 Table 4.1 - Unit Costs for Arterial Highway and Street Construction Component
Type
Original Cost
Assumptions as
published
October 18, 2002
Cost Assumptions
per 2016 Nexus
Study
July 10, 2017
Cost Assumptions
per 2024 Nexus
Update
Description
Terrain 1 $550,000 $692,000 $1,132,000 Construction cost per lane mile - level terrain
Terrain 2 $850,000 $878,000 $1,740,000 Construction cost per lane mile - rolling terrain
Terrain 3 $1,150,000 $1,064,000 $2,350,000 Construction cost per lane mile - mountainous terrain
Landuse 1 $900,000 $2,509,000 $7,830,000 ROW cost factor per lane mile - urban areas
Landuse 2 $420,000 $2,263,000 $5,440,000 ROW cost factor per lane mile - suburban areas
Landuse 3 $240,000 $287,000 $490,000 ROW cost factor per lane mile - rural areas
Interchange 1 n/a $50,032,000 $84,190,000
Complex new
interchange/interchange
modification cost
Interchange 2 $20,000,000 $25,558,000 $43,490,000 New interchange/interchange modification total cost
Interchange 3 $10,000,000 $12,343,000 $22,550,000 Major interchange improvement total cost
Bridge 1 $2,000 $3,180 $4,800 Bridge total cost per lane per linear foot
RRXing 1 $4,500,000 $6,376,000 $18,200,000 New Rail Grade Crossing per lane RRXing 2 $2,250,000 $2,733,000 $6,900,000 Existing Rail Grade Crossing per lane ITS 1 $686,400 Infrastructure for ITS of roadway
segments per route mile
Planning 10% 10% 10%
Planning, preliminary engineering
and environmental assessment costs
based on construction cost only
Engineering 25% 25% 25%
Project study report, design,
permitting and construction
oversight costs based on
construction cost only
Contingency 10% 10% 10% Contingency costs based on total segment cost
Administration 4% 4% TUMF program administration based
on total TUMF eligible network cost
MSHCP 5% 5%
TUMF component of MSHCP based
on total TUMF eligible construction
cost
As indicated in Table 2.4 and Figure 2.4, the anticipated rate of forecasted growth in Western Riverside County has been reduced by 4% for population, 3% for single-family residential and 31% for employment. This reduced rate of forecasted socioeconomic growth has a commensurate impact on the forecasted daily traffic in the region as demonstrated by the 2016 Nexus Study VMT compared to the 2024 Nexus Update VMT in Table 4.2. As shown in the table, the forecast peak period VMT on the TUMF arterial network in the year 2045 as the basis for the 2024 Nexus Update is more than 5% less than the comparable peak period VMT for 2040 used for the 2016 Nexus Study. 1103
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TUMF Nexus Study – 2024 Program Update September 9, 2024 36 Table 4.2 – Forecasted Daily Traffic in Western Riverside County Measure of Performance
2024 Nexus Update 2016 Nexus Study
Peak Period Peak Period
2018 Existing 2045 No-Build 2012 Existing 2040 No-Build VMT - Total ALL FACILITIES 23,284,724 29,897,254 19,532,437 29,277,587 VMT - FREEWAYS 13,514,522 15,490,284 11,019,155 14,487,570 VMT - ALL ARTERIALS 9,770,202 14,406,970 8,513,282 14,790,016 TOTAL - TUMF ARTERIAL VMT 6,216,985 8,597,200 5,585,202 9,089,495 Source: RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network as existing in December 2021; RivTAM 2012 network and SCAG 2016 RTP/SCS SED with updated 2015 arterial network completed by WSP, September 2016
As a result of the reduced forecast traffic growth in the region, it is anticipated that the cumulative regional impacts of new development on the arterial highway and transit systems in the region is also reduced necessitating a reduction in the projects identified on the TUMF Network to mitigate the impacts of new development. As part of the 2024 Nexus Update, the list of proposed improvements included in the initial Nexus Study and validated during the subsequent Nexus updates was reviewed for accuracy and, where necessary, amended to remove or modify projects that have changed in need to mitigate impacts based on changes in the patterns of growth and travel demand within the region. Projects completed since the adoption of the 2016 Nexus Update were also removed from the network to reflect the fact that mitigation at these locations is no longer required. The specific network changes were screened by the WRCOG Public Works Committee for consistency with TUMF network guidelines including travel demand and traffic performance.

Based on the findings of the network screening, elements of specific projects were revised to reflect necessary network corrections and modifications to project assumptions. A matrix summarizing the disposition of the requests received as part of the 2024 TUMF Nexus Update was developed and is included in Appendix G.

Eligible arterial highway and street improvement types to mitigate the cumulative regional transportation impacts of new development on Network facilities include:

1. Construction of additional Network roadway lanes

2. Construction of new Network roadway segments

3. Expansion of existing Network bridge structures

4. Construction of new Network bridge structures

5. Expansion of existing Network interchanges with freeways

6. Construction of new Network interchanges with freeways

7. Grade separation of existing Network at-grade railroad crossings

8. Installation of ITS along Network roadway segments
All eligible improvement types, except for ITS, provide additional capacity to Network facilities to accommodate future traffic growth generated by new development in Western Riverside County. ITS provides the ability to improve traffic flows along corridors 1104
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TUMF Nexus Study – 2024 Program Update September 9, 2024 37 where capacity expansion is not possible. Following the comprehensive update of the TUMF Program, the estimated total cost to improve the RSHA for Western Riverside County is $4.84 billion with this cost including all arterial highway and street planning, engineering, design, right-of-way acquisition and capital construction costs, but not including transit, MSHCP or program administration costs that will be subsequently described. It should be noted that the full cost to improve the TUMF Network cannot be entirely attributed to new development and must be adjusted to account for the previous obligation of other funds to complete necessary improvements and unfunded existing needs. Sections 4.5 and 4.6 describe the adjustments to the total TUMF Network improvement need to account for existing needs and obligated funds.

In addition to the arterial highway and street improvement costs indicated above, the TUMF Nexus Update included specific consideration for the TUMF Program obligation to the MSHCP program to mitigate the impact of TUMF network improvements on species and habitat within Western Riverside County. The TUMF obligation to MSHCP was calculated at a rate of 5% of the total construction (capital) cost of new lane segments, bridges and railroad grade separations on the TUMF Network. The total obligation to the MSHCP as indicated in the TUMF Network cost fee table is approximately $64.6 million, although the total obligation specific to the TUMF program is reduced to account for MSHCP obligations associated with improvements addressing existing needs and therefore excluded from TUMF.

The TUMF 2024 Nexus Update similarly includes specific consideration of the costs associated with WRCOG administration of the TUMF Program. The average cost for WRCOG to administer the TUMF Program was calculated at a rate of 4% of the total eligible cost of new lane segments (including interchanges, bridges and railroad grade separations) on the TUMF Network and new transit services. Administration costs incurred by WRCOG include direct salary, fringe benefit and overhead costs for WRCOG staff assigned to administer the program and support participating jurisdictions, and costs for consultant, legal and auditing services to support the implementation of the TUMF program. The total cost for WRCOG administration of the TUMF Program as indicated in the TUMF Network cost fee table is approximately $161.2 million.

The detailed TUMF network cost calculations are provided in Section 4.7, including each of the individual segments and cost components considered as part of the TUMF Program, and the maximum eligible TUMF share for each segment following adjustments for obligated funding and unfunded existing needs as described in subsequent sections.

4.4 Public Transportation Component of the TUMF System
In addition to the roadway network, public transportation plays a key role in serving future travel demand in the region. Public transportation serving inter-community trips is generally provided in the form of public bus transit services and in particular express bus or other high frequency services between strategically located community transit centers. In Western Riverside County, these bus transit services are typically provided by 1105
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TUMF Nexus Study – 2024 Program Update September 9, 2024 38 RTA. Transit needs to serve future regional travel in Western Riverside County via bus transit include vehicle acquisitions, transit centers, express bus stop upgrades, maintenance facilities and other associated capital improvements to develop express bus or other high frequency inter-community transit bus services within the region.

Metrolink commuter rail service improvements were not included in the TUMF Program as they typically serve longer inter-regional commute trips equivalent to freeway trips on the inter-regional highway system.

The network of regionally significant bus transit services represents those express bus and other high frequency transit bus services that primarily support inter-community trips in Western Riverside County and supplement the regional highway system and interregional commuter rail services. As a result, this portion of the bus transit system also represents the extents of the network of bus services that would be eligible for TUMF funded improvements.

The TUMF Bus Transit Network is the system of bus services that serve inter-community trips within Western Riverside County and therefore are eligible for improvement funding with TUMF funds. The Bus Transit Network for Western Riverside County was identified based on several transit network and performance guidelines as follows:

1. Bus transit routes (or corridors comprised of multiple overlapping routes) proposed to have a frequency of greater than three buses per direction during peak hours at ultimate build out.

2. Routes or corridors that serve multiple jurisdictions and/or provide connectivity between communities, both within and adjoining western Riverside County.

3. Routes or corridors with forecast weekday bus ridership in excess of 1,000 person trips per day by 2040.

4. Routes or corridors that are proposed to provide timed interconnections with at least four other routes or corridors at ultimate build out.

5. Routes or corridors that utilize the majority of travel along the TUMF RSHA.

6. Routes or corridors that provide direct access to areas of forecast population and employment growth, major commercial, industrial, institutional, recreational or tourist activity centers, and multi-modal transportation facilities (such as airports, railway terminals and transit centers).

Express bus routes and other high-frequency bus transit routes and corridors in Western Riverside County that generally satisfied the respective guidelines were identified by RTA. Updated cost estimates for improving the infrastructure serving public transportation, including construction of transit centers and transfer facilities, express bus stop upgrades, and capital improvements needed to develop express bus and other high frequency bus transit service within the region were also provided by RTA.

The updated transit unit cost data provided by RTA are shown in Table 4.3. 1106
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TUMF Nexus Study – 2024 Program Update September 9, 2024 39 Table 4.3 - Unit Costs for Transit Capital Expenditures Component Type*
Original Cost
Assumptions as
published
October 18, 2002
Cost Assumptions
per 2016 Nexus
Study
July 10, 2017
Cost
Assumptions per
2024 Nexus
Update
Description
Transit Center 1 $6,000,000 $7,465,000
Relocation/expansion of
existing Regional Transit
Center with up to 14 bus
bays and park and ride
Transit Center 2 $6,000,000 $9,000,000 $11,195,000
New Regional Transit Center
with up to 14 bus bays and
park and ride
Transfer Facility $1,000,000 $1,245,000 Multiple route transfer hub O & M Facility $50,000,000 $62,186,000 Regional Operations and Maintenance Facility
Green Technology $100,000 ZEB technology
enhancements
Bus Stop $10,000 $40,000 $50,000 Bus Stop Amenities Upgrade on TUMF Network
BRT Service Capital $540,000 $60,000 $75,000 BRT/Limited Stop Service Capital (per stop**)
Vehicle Fleet 1*** $160,000 Small Sized Bus/Van
Contract Operated
Vehicle Fleet 2 $155,000 $300,000 Medium Sized Bus Contract Operated
Vehicle Fleet 3 $325,125 $585,000 $1,271,000 Large Sized Bus Directly Operated
COA Study $950,000 $1,150,000
Comprehensive
Operational Analysis Study
component of Nexus Study
Update
* Transit Cost Component Types were restructured as part of the 2016 Nexus Update in accordance with the RTA Comprehensive Operational Analysis (January 2015) ** BRT Service Capital Cost Assumption was based on a per mile unit prior to the 2016 Nexus Update. 2016 Nexus Update uses a per stop unit cost for BRT Service Capital *** Vehicle Fleet component was restructured as part of the 2024 Nexus Update with the inclusion of Small Sized Bus/Van Contract Operated as Vehicle Fleet 1 and subsequent renumbering of Vehicle Fleet 2 and 3, respectively The estimated total cost for future RTA bus transit services to accommodate forecast transit demand is approximately $217.9 million with this cost including all planning, engineering, design and capital improvement costs. Detailed transit component cost estimates are included in Section 4.7. The full cost to improve RTA bus transit services cannot be entirely attributed to new development and must be adjusted to account for existing needs. Section 4.6 describes the adjustments to the total transit cost to account for existing needs.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 40 4.5 Existing Obligated Funding
For some of the facilities identified in the TUMF network, existing obligated funding has previously been secured through traditional funding sources to complete necessary improvements. Since funding has been obligated to provide for the completion of needed improvements to the TUMF system, the funded cost of these improvements will not be recaptured from future developments through the TUMF Program. As a result, the TUMF network cost was adjusted accordingly to reflect the availability of obligated funds.

To determine the availability of obligated funds, WRCOG staff, in conjunction with RCTC staff, completed a review of the current Federal Transportation improvement Program (FTIP) to identify TUMF eligible projects that were also programmed to receive funding from alternate sources. A table summarizing the obligated funds for segments of the TUMF network is included in Appendix H. A total of $382.9 million in obligated funding was identified for improvements to the TUMF system. The estimated total TUMF network project cost was subsequently reduced by this amount.

4.6 Unfunded Existing Improvement Needs
A review of the existing traffic conditions on the TUMF network (as presented in Table

3.1) indicates that some segments of the roadways on the TUMF system currently experience congestion and operate at unacceptable levels of service. In addition, demand for inter-community transit service already exists and future utilization of proposed inter-community transit services will partially satisfy this existing demand. The need to improve these portions of the system is generated, at least in part, by existing demand, rather than solely the cumulative regional impacts of future new development, so future new development cannot be assessed for the equivalent cost share of improvements providing for this existing need.

To account for existing need in the TUMF Network, the cost for facilities identified as currently experiencing LOS E or F was adjusted. This was done by identifying the portion of any segment of the TUMF Network with a volume to capacity (v/c) ratio of greater than 0.9 (the threshold for LOS E) in the RivCoM 2018 Existing scenario and extracting the share of the overall facility cost to improve that portion. This cost adjustment provides for the mitigation of incremental traffic growth on those TUMF segments with an existing high level of congestion. The following approach was applied to account for incremental traffic growth associated with new development as part of the existing need methodology:

1. Facilities with an existing need were identified by reviewing the RivCoM 2018 Existing scenario assigned traffic on the 2021 existing network and delineating 1108
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TUMF Nexus Study – 2024 Program Update September 9, 2024 41 those facilities included on the TUMF Cost Fee Summary Table that have an average directional v/c exceeding 0.9011.
a. Weighted directional v/c values were used to determine existing need for network segments, which was calculated by:
i. Determining the length for the portion of each segment (model link), and calculating the ratio of link length to the overall segment length
ii. Generating the average directional v/c for each link, for both directions in AM and PM periods, and multiplying by link/segment length ratio
iii. Determining the maximum peak-period peak-direction v/c for each link, representing the highest directional v/c in either AM or PM
iv. Calculating weighted average v/c for each TUMF segment, based on the sum of all weighted max v/c values of each link within a segment
b. A similar method was used to determine existing need for spot improvements including interchanges, railroad crossings and bridges.

However, no weighting was used in the calculation of existing need for spot improvements. For these facilities, the peak-period peak-direction v/c values (highest directional v/c in either AM or PM) were utilized in the existing need calculation. This was based on the individual link within a network segment where a bridge or railroad crossing is located, or onand off-ramps in the case of interchanges.

2. Initial costs of addressing the existing need were calculated by estimating the share of a particular roadway segments “new lane” cost, or individual spot improvement cost (including all associated ROW and soft costs).

3. Incremental growth in v/c was determined by comparing the average directional exisitng year v/c for the TUMF facilities (delineated under step one) with the horizon year v/c for the corresponding segments and spot improvements calculated based on the RivCoM 2045 No-Build scenario assigned traffic on the 2021 existing network using the same methodology as the existing year v/c.
11 The RivCoM 2021 Existing Network used for the TUMF Nexus Study analyses reflects the RivCoM 2018 base year network augmented to include highways facilities on the TUMF Network as they existed in December 2021. A second version of the base network was also developed adding only those facilities that had been identified on the 2016 TUMF Nexus study 2040 Build scenario that did not currently exist in December 2021 and therefore were not represented by a link(s) in the RivCoM base network. The Supplemental 2021 Existing Network was utilized as the basis for determining existing and future v/c for only those projects that did not currently exist on the 2021 TUMF Network.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 42 4. The proportion of the incremental growth attributable to new development was determined by dividing the result of step three with the total 2045 No-Build scenario v/c exceeding LOS E.

5. For those segments experiencing a net increase in v/c over the base year, TUMF will ‘discount’ the cost of existing need improvements by the proportion of the incremental v/c growth through 2045 No-Build compared to the 2018 Baseline v/c (up to a maximum of 100%).

The unfunded cost of existing highway improvement needs (including the related MSHCP obligation) totals $582.6 million. Appendix H includes a detailed breakdown of the existing highway improvement needs on the TUMF network, including the associated unfunded improvement cost estimate for each segment and spot improvement experiencing unacceptable LOS.

For transit service improvements, the cost to provide for existing demand was determined by multiplying the total transit component cost by the share of future transit trips representing existing demand. The cost of existing transit service improvement needs is $63.0 million representing 28.9% of the TUMF transit component. Appendix H includes tables reflecting the calculation of the existing transit need share and the existing transit need cost.

4.7 Maximum TUMF Eligible Cost
A total of $382.9 million in obligated funding was identified for improvements to the TUMF system. Since these improvements are already funded with other available revenue sources, the funded portion of these projects cannot also be funded with TUMF revenues. Furthermore, the total cost of the unfunded existing improvement need is $646.9 million. These improvements are needed to mitigate existing transportation deficiencies and therefore their costs cannot be assigned to new development through TUMF.

Based on the estimated costs described in Sections 4.3 and 4.4, the total value to complete the identified TUMF network and transit improvements, and administer the program is $5.28 billion. Having accounted for obligated funds and unfunded existing needs as described in Sections 4.5 and 4.6, respectively, the estimated maximum eligible value of the TUMF Program is $4.24 billion. The maximum eligible value of the TUMF Program includes approximately $3.87 billion in eligible arterial highway and street related improvements and $154.8 million in eligible transit related improvements. An additional $53.9 million is eligible as part of the TUMF Program to mitigate the impact of eligible TUMF related arterial highway and street projects on critical native species and wildlife habitat, while $161.2 million is provided to cover the costs incurred by WRCOG to administer the TUMF Program.

Figure 4.4 illustrates the various improvements to the RSHA included as part of the TUMF network cost calculation. Table 4.4 summarizes the TUMF network cost calculations for each of the individual segments. This table also identifies the maximum eligible TUMF share for each segment having accounted for obligated funding and unfunded 1110
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TUMF Nexus Study – 2024 Program Update September 9, 2024 43 existing need. A detailed breakdown of the individual cost components and values for the various TUMF Network segments is included in Appendix H. Table 4.5 outlines the detailed transit component cost estimates. It should be noted that the detailed cost tables (and fee levels) are subject to regular review and updating by WRCOG and therefore WRCOG should be contacted directly to obtain the most recently adopted version of these tables (and to confirm the corresponding fee level). 1111
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TUMF Nexus Study – 2024 Program Update September 9, 2024 45 Table 4.4 - TUMF Network Cost Estimates AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Central Menifee Ethanac Goetz Murrieta $0 $0
Central Menifee Ethanac Murrieta I-215 $0 $0
Central Menifee Ethanac I-215 interchange $32,698,000 $32,698,000 Central Menifee Ethanac Sherman Matthews $2,674,000 $2,674,000 Central Menifee Ethanac BNSF San Jacinto Branch railroad crossing $105,560,000 $105,560,000 Central Menifee Menifee SR-74 (Pinacate) Simpson $1,307,000 $1,307,000 Central Menifee Menifee Salt Creek bridge $4,384,000 $4,384,000 Central Menifee Menifee Simpson Aldergate $0 $0
Central Menifee Menifee Aldergate Newport $0 $0
Central Menifee Menifee Newport Holland $0 $0
Central Menifee Menifee Holland Garbani $0 $0
Central Menifee Menifee Garbani Scott $4,353,000 $4,353,000 Central Menifee Menifee/Whitewood Scott Murrieta City Limit $0 $0 Central Menifee Newport Goetz Murrieta $0 $0
Central Menifee Newport Murrieta I-215 $1,130,000 $1,130,000 Central Menifee Newport I-215 Menifee $0 $0
Central Menifee Newport Menifee Lindenberger $0 $0
Central Menifee Newport Lindenberger SR-79 (Winchester) $0 $0 Central Menifee Scott I-215 Briggs $8,635,000 $8,635,000 Central Menifee Scott I-215 interchange $0 $0
Central Menifee Scott Sunset Murrieta $4,388,000 $4,388,000 Central Menifee Scott Murrieta I-215 $16,949,000 $12,949,000 Central Menifee SR-74 Matthews Briggs $8,254,000 $8,254,000 Central Moreno Valley Alessandro I-215 Perris $13,420,000 $13,420,000 Central Moreno Valley Alessandro Perris Nason $0 $0
Central Moreno Valley Alessandro Nason Moreno Beach $0 $0 Central Moreno Valley Alessandro Moreno Beach Gilman Springs $18,019,000 $18,019,000 Central Moreno Valley Gilman Springs SR-60 Alessandro $7,291,000 $7,291,000 Central Moreno Valley Gilman Springs SR-60 interchange $0 $0 Central Moreno Valley Perris Reche Vista Ironwood $0 $0 Central Moreno Valley Perris Ironwood Sunnymead $0 $0
Central Moreno Valley Perris SR-60 interchange $32,698,000 $11,192,000 Central Moreno Valley Perris Sunnymead Cactus $0 $0
Central Moreno Valley Perris Cactus Harley Knox $0 $0
Central Moreno Valley Reche Vista Country Heacock $7,486,000 $3,799,000 Central Perris 11th/Case Perris Goetz $4,582,000 $4,582,000 Central Perris Case Goetz I-215 $20,876,000 $20,876,000 Central Perris Case San Jacinto River bridge $1,740,000 $1,235,000 Central Perris Ethanac Keystone Goetz $6,056,000 $6,056,000 Central Perris Ethanac San Jacinto River bridge $5,568,000 $5,568,000 Central Perris Ethanac I-215 Sherman $5,316,000 $5,316,000 Central Perris Goetz Case Ethanac $1,507,000 $999,000
Central Perris Goetz San Jacinto River bridge $5,568,000 $3,398,000 Central Perris Mid-County (Placentia) I-215 Perris $15,655,000 $15,655,000 Central Perris Mid-County (Placentia) I-215 interchange $0 $0 Central Perris Mid-County (Placentia) Perris Evans $22,985,000 $22,985,000 Central Perris Mid-County (Placentia) Perris Valley Storm Channel bridge $8,352,000 $8,352,000 Central Perris Perris Harley Knox Ramona $0 $0
Central Perris Perris Ramona Citrus $7,063,000 $7,063,000 Central Perris Perris Citrus Nuevo $0 $0
Central Perris Perris Nuevo 11th $6,927,000 $6,927,000
Central Perris Perris I-215 overcrossing bridge $0 $0
Central Perris Ramona I-215 Perris $5,039,000 $5,039,000 Central Perris Ramona I-215 interchange $32,698,000 $7,725,000 Central Perris Ramona Perris Evans $0 $0
Central Perris Ramona Evans Mid-County (2,800 ft E of Rider) $0 $0 Central Perris SR-74 (4th) Ellis I-215 $0 $0
Central Unincorporated Ethanac SR-74 Keystone $4,666,000 $4,666,000 Central Unincorporated Gilman Springs Alessandro Bridge Road $30,601,000 $30,601,000 Central Unincorporated Menifee Nuevo SR-74 (Pinacate) $16,684,000 $16,684,000 Central Unincorporated Mid-County Evans Ramona (2,800 ft E of Rider) $12,156,000 $12,156,000 Central Unincorporated Mid-County (Ramona) Ramona (2,800 ft E of Rider) Pico Avenue $0 $0 Central Unincorporated Mid-County (Ramona) Pico Avenue Bridge Road $47,769,000 $47,769,000 Central Unincorporated Mid-County (Ramona) San Jacinto River bridge $36,192,000 $36,192,000 Central Unincorporated Reche Canyon San Bernardino County Reche Vista $0 $0 Central Unincorporated Reche Vista Reche Canyon Country $0 $0 Central Unincorporated Scott Briggs SR-79 (Winchester) $0 $0 Central Unincorporated SR-74 Ethanac Ellis $0 $0
Northwest Corona Cajalco I-15 Temescal Canyon $0 $0
Northwest Corona Cajalco I-15 interchange $0 $0
Northwest Corona Foothill Paseo Grande Lincoln $0 $0
Northwest Corona Foothill Wardlow Wash bridge $0 $0
Northwest Corona Foothill Lincoln California $0 $0
Northwest Corona Foothill California I-15 $0 $0
Northwest Corona Green River SR-91 Dominguez Ranch $0 $0 Northwest Corona Green River Dominguez Ranch Palisades $0 $0 Northwest Corona Green River Palisades Paseo Grande $0 $0 Northwest Eastvale Schleisman San Bernardino County 600' e/o Cucamonga Creek $648,000 $648,000 Northwest Eastvale Schleisman Cucamonga Creek bridge $0 $0 Northwest Eastvale Schleisman 600' e/o Cucamonga Creek Harrison $866,000 $866,000 Northwest Eastvale Schleisman Harrison Sumner $488,000 $488,000 Northwest Eastvale Schleisman Sumner Scholar $7,625,000 $7,625,000 Northwest Eastvale Schleisman Scholar A Street $119,000 $119,000 Northwest Eastvale Schleisman A Street Hamner $209,000 $209,000 1113
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TUMF Nexus Study – 2024 Program Update September 9, 2024 46 Table 4.4 - TUMF Network Cost Estimates (continued) AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Northwest Jurupa Valley Van Buren SR-60 Bellegrave $23,928,000 $10,461,000 Northwest Jurupa Valley Van Buren Bellegrave Santa Ana River $60,900,000 $0 Northwest Riverside Alessandro Arlington Trautwein $2,410,000 $2,410,000 Northwest Riverside Arlington La Sierra Magnolia $0 $0
Northwest Riverside Arlington Magnolia Alessandro $46,465,000 $46,465,000 Northwest Riverside Van Buren Santa Ana River SR-91 $5,230,000 $4,392,000 Northwest Riverside Van Buren SR-91 Mockingbird Canyon $39,493,000 $21,292,000 Northwest Riverside Van Buren Wood Trautwein $0 $0
Northwest Riverside Van Buren Trautwein Orange Terrace $7,574,000 $7,574,000 Northwest Unincorporated Alessandro Trautwein Vista Grande $0 $0 Northwest Unincorporated Alessandro Vista Grande I-215 $0 $0 Northwest Unincorporated Cajalco El Sobrante Harley John $10,580,000 $9,817,000 Northwest Unincorporated Cajalco Harley John Harvil $166,492,000 $166,492,000 Northwest Unincorporated Cajalco Harvil I-215 $1,238,000 $1,238,000 Northwest Unincorporated Cajalco Temescal Canyon La Sierra $49,596,000 $35,953,000 Northwest Unincorporated Cajalco Temescal Wash bridge $4,872,000 $1,907,000 Northwest Unincorporated Cajalco La Sierra El Sobrante $96,453,000 $96,453,000 Northwest Unincorporated Van Buren Mockingbird Canyon Wood $67,429,000 $67,429,000 Northwest Unincorporated Van Buren Orange Terrace I-215 $0 $0 Pass Banning Highland Springs Wilson (8th) Sun Lakes $0 $0 Pass Banning Highland Springs I-10 interchange $63,061,000 $32,516,000 Pass Banning Highland Springs Oak Valley (14th) Wilson (8th) $0 $0 Pass Banning Highland Springs Cherry Valley Oak Valley (14th) $0 $0 Pass Banning I-10 Bypass South I-10 Morongo Trail (Apache Trail) $50,110,000 $50,110,000 Pass Banning I-10 Bypass South I-10 interchange $63,061,000 $63,061,000 Pass Banning I-10 Bypass South San Gorgonio bridge $4,176,000 $4,176,000 Pass Banning I-10 Bypass South UP/Hargrave railroad crossing $52,780,000 $52,780,000 Pass Beaumont Beaumont Oak Valley (14th) I-10 $0 $0
Pass Beaumont Potrero Oak Valley (San Timoteo Canyon) SR-60 $1,100,000 $1,100,000 Pass Beaumont Potrero SR-60 interchange $63,061,000 $29,561,000 Pass Beaumont Potrero UP railroad crossing $40,020,000 $40,020,000 Pass Beaumont Potrero Noble Creek bridge $0 $0
Pass Beaumont Potrero SR-60 4th $0 $0
Pass Beaumont SR-79 (Beaumont) I-10 California $0 $0
Pass Beaumont SR-79 (Beaumont) I-10 interchange $63,061,000 $7,408,000 Pass Calimesa Cherry Valley I-10 interchange $63,061,000 $59,773,000 Pass Calimesa Cherry Valley Roberts St Roberts Rd $3,053,000 $3,053,000 Pass Unincorporated Cherry Valley Bellflower Noble $6,411,000 $6,411,000 Pass Unincorporated Cherry Valley Highland Springs Bellflower $0 $0 Pass Unincorporated Cherry Valley Noble Roberts St $0 $0 Pass Unincorporated Cherry Valley San Timoteo Wash bridge $0 $0 Pass Unincorporated SR-79 (Lamb Canyon) California Gilman Springs $0 $0 San Jacinto Hemet Domenigoni Warren Sanderson $7,726,000 $7,726,000 San Jacinto Hemet Domenigoni Sanderson State $0 $0
San Jacinto Hemet SR-74 Winchester Warren $35,208,000 $35,208,000 San Jacinto San Jacinto Mid-County (Ramona) Warren Sanderson $0 $0 San Jacinto San Jacinto Mid-County (Ramona) Sanderson/SR-79 (Hemet Bypass) interchange $0 $0 San Jacinto San Jacinto Ramona Sanderson State $0 $0
San Jacinto San Jacinto Ramona State Main $0 $0
San Jacinto San Jacinto Ramona Main Cedar $31,518,000 $26,928,000 San Jacinto San Jacinto Ramona Cedar SR-74 $0 $0
San Jacinto Unincorporated Domenigoni SR-79 (Winchester) Warren $13,508,000 $13,508,000 San Jacinto Unincorporated Domenigoni San Diego Aqueduct bridge $4,176,000 $4,176,000 San Jacinto Unincorporated Gilman Springs Bridge Sanderson $0 $0 San Jacinto Unincorporated Mid-County (Ramona) Bridge Warren $9,221,000 $9,221,000 San Jacinto Unincorporated SR-74 Briggs SR-79 (Winchester) $15,417,000 $15,417,000 San Jacinto Unincorporated SR-79 (Hemet Bypass) SR-74 (Florida) Domenigoni $13,901,000 $13,901,000 San Jacinto Unincorporated SR-79 (Hemet Bypass) San Diego Aqueduct bridge $4,176,000 $4,176,000 San Jacinto Unincorporated SR-79 (Hemet Bypass) Domenigoni Winchester $6,542,000 $6,542,000 San Jacinto Unincorporated SR-79 (San Jacinto Bypass) Mid-County (Ramona) SR-74 (Florida) $56,690,000 $56,690,000 San Jacinto Unincorporated SR-79 (Sanderson) Gilman Springs Ramona $6,899,000 $2,555,000 San Jacinto Unincorporated SR-79 (Sanderson) San Jacinto River bridge $19,488,000 $7,651,000 San Jacinto Unincorporated SR-79 (Winchester) Domenigoni Keller $65,022,000 $65,022,000 1114
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TUMF Nexus Study – 2024 Program Update September 9, 2024 47 Table 4.4 - TUMF Network Cost Estimates (continued) AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Southwest Canyon Lake Goetz Railroad Canyon Newport $0 $0 Southwest Canyon Lake Railroad Canyon Canyon Hills Goetz $0 $0 Southwest Lake Elsinore Railroad Canyon I-15 Canyon Hills $0 $0 Southwest Lake Elsinore Railroad Canyon I-15 interchange $0 $0 Southwest Lake Elsinore SR-74 I-15 interchange $63,061,000 $24,162,000 Southwest Murrieta Clinton Keith Copper Craft Toulon $0 $0 Southwest Murrieta Clinton Keith Toulon I-215 $2,076,000 $2,076,000 Southwest Murrieta Clinton Keith I-215 Whitewood $0 $0
Southwest Murrieta French Valley (Date) Murrieta Hot Springs Winchester Creek $7,321,000 $7,321,000 Southwest Murrieta French Valley (Date) Winchester Creek Margarita $0 $0 Southwest Murrieta Whitewood Menifee City Limit Keller $0 $0 Southwest Murrieta Whitewood Keller Clinton Keith $0 $0 Southwest Temecula French Valley (Cherry) Jefferson Diaz $3,929,000 $3,929,000 Southwest Temecula French Valley (Cherry) Murrieta Creek bridge $5,846,000 $5,846,000 Southwest Temecula French Valley (Date) Margarita Ynez $0 $0 Southwest Temecula French Valley (Date) Ynez Jefferson $5,010,000 $5,010,000 Southwest Temecula French Valley (Date) I-15 interchange $122,076,000 $122,076,000 Southwest Temecula SR-79 (Winchester) Murrieta Hot Springs Jefferson $2,697,000 $2,697,000 Southwest Temecula SR-79 (Winchester) I-15 interchange $0 $0 Southwest Temecula Western Bypass (Diaz) Cherry Rancho California $2,285,000 $2,285,000 Southwest Temecula Western Bypass (Vincent Moroga) Rancho California SR-79 (Front) $23,629,000 $23,629,000 Southwest Temecula Western Bypass (Vincent Moroga) I-15 interchange $0 $0 Southwest Temecula Western Bypass (Vincent Moroga) Murrieta Creek bridge $4,176,000 $4,176,000 Southwest Unincorporated Benton SR-79 Eastern Bypass $0 $0 Southwest Unincorporated Clinton Keith Whitewood SR-79 $5,539,000 $5,539,000 Southwest Unincorporated Clinton Keith Warm Springs Creek bridge $0 $0 Southwest Unincorporated SR-74 I-15 Ethanac $27,699,000 $26,347,000 Southwest Unincorporated SR-79 (Winchester) Keller Thompson $34,213,000 $34,213,000 Southwest Unincorporated SR-79 (Winchester) Thompson La Alba $27,699,000 $27,699,000 Southwest Unincorporated SR-79 (Winchester) La Alba Hunter $7,854,000 $3,042,000 Southwest Unincorporated SR-79 (Winchester) Hunter Murrieta Hot Springs $595,000 $442,000 Southwest Wildomar Bundy Canyon I-15 Monte Vista $1,362,000 $1,362,000 Southwest Wildomar Bundy Canyon Monte Vista Sunset $24,818,000 $24,818,000 Southwest Wildomar Bundy Canyon I-15 interchange $32,698,000 $24,613,000 Southwest Wildomar Clinton Keith Palomar I-15 $0 $0
Southwest Wildomar Clinton Keith I-15 Copper Craft $5,030,000 $0 Subtotal $2,331,921,000 $1,961,707,000
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TUMF Nexus Study – 2024 Program Update September 9, 2024 48 Table 4.4 - TUMF Network Cost Estimates (continued) AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Central Menifee Briggs Newport Scott $0 $0
Central Menifee Briggs SR-74 (Pinacate) Simpson $2,991,000 $2,991,000 Central Menifee Briggs Simpson Old Newport $5,430,000 $5,430,000 Central Menifee Briggs Salt Creek bridge $8,352,000 $8,352,000 Central Menifee Garbani I-215 interchange $63,061,000 $42,483,000 Central Menifee Goetz Juanita Lesser Lane $11,378,000 $11,378,000 Central Menifee Goetz Newport Juanita $0 $0
Central Menifee Holland Murrieta Bradley $15,708,000 $15,708,000 Central Menifee Holland Bradley Haun $11,439,000 $11,439,000 Central Menifee Holland Haun Antelope $9,456,000 $9,456,000 Central Menifee Holland I-215 overcrossing bridge $9,744,000 $9,744,000 Central Menifee Holland Antelope Menifee $3,844,000 $3,844,000 Central Menifee McCall I-215 Aspel $5,354,000 $5,354,000 Central Menifee McCall I-215 interchange $0 $0
Central Menifee McCall Aspel Menifee $2,288,000 $2,288,000 Central Menifee Murrieta Ethanac McCall $0 $0
Central Menifee Murrieta McCall Newport $7,967,000 $7,967,000 Central Menifee Murrieta Newport Bundy Canyon $0 $0
Central Moreno Valley Cactus I-215 Heacock $5,617,000 $5,617,000 Central Moreno Valley Cactus I-215 interchange $0 $0
Central Moreno Valley Day Ironwood SR-60 $0 $0
Central Moreno Valley Day SR-60 interchange $0 $0
Central Moreno Valley Day SR-60 Eucalyptus $0 $0
Central Moreno Valley Eucalyptus I-215 Towngate $8,843,000 $8,843,000 Central Moreno Valley Eucalyptus Towngate Frederick $0 $0 Central Moreno Valley Eucalyptus Frederick Heacock $0 $0 Central Moreno Valley Eucalyptus Heacock Kitching $0 $0 Central Moreno Valley Eucalyptus Kitching Moreno Beach $0 $0 Central Moreno Valley Eucalyptus Moreno Beach Theodore $0 $0 Central Moreno Valley Frederick SR-60 Alessandro $0 $0
Central Moreno Valley Heacock Cactus San Michele $0 $0
Central Moreno Valley Heacock Reche Vista Cactus $0 $0
Central Moreno Valley Heacock San Michele Harley Knox $0 $0 Central Moreno Valley Ironwood SR-60 Day $0 $0
Central Moreno Valley Ironwood Day Heacock $0 $0
Central Moreno Valley Lasselle Alessandro John F Kennedy $0 $0 Central Moreno Valley Lasselle John F Kennedy Oleander $0 $0 Central Moreno Valley Moreno Beach Reche Canyon SR-60 $18,797,000 $18,797,000 Central Moreno Valley Moreno Beach SR-60 overcrossing bridge $0 $0 Central Moreno Valley Nason SR-60 Alessandro $0 $0
Central Moreno Valley Pigeon Pass Ironwood SR-60 $0 $0
Central Moreno Valley Pigeon Pass/CETAP Corridor Hidden Springs Ironwood $0 $0 Central Moreno Valley Reche Canyon Moreno Valley City Limit Locust $0 $0 Central Moreno Valley Redlands Locust Alessandro $39,789,000 $39,789,000 Central Moreno Valley Redlands SR-60 interchange $32,698,000 $32,698,000 Central Moreno Valley Theodore SR-60 Eucalyptus $3,966,000 $3,966,000 Central Moreno Valley Theodore SR-60 interchange $32,698,000 $32,698,000 Central Perris Ellis Goetz Evans $9,526,000 $9,526,000
Central Perris Evans Oleander Ramona $0 $0
Central Perris Evans Ramona Morgan $0 $0
Central Perris Evans Morgan Rider $0 $0
Central Perris Evans Rider Placentia $0 $0
Central Perris Evans Placentia Nuevo $6,492,000 $6,492,000 Central Perris Evans Nuevo Ellis $17,705,000 $17,705,000 Central Perris Evans San Jacinto River bridge $11,136,000 $11,136,000 Central Perris Evans I-215 bridge $8,352,000 $8,352,000 Central Perris Goetz Lesser Ethanac $7,845,000 $7,845,000 Central Perris Harley Knox I-215 Indian $0 $0
Central Perris Harley Knox I-215 interchange $0 $0
Central Perris Harley Knox Indian Perris $0 $0
Central Perris Harley Knox Perris Redlands $0 $0
Central Perris Nuevo I-215 Murrieta $16,971,000 $16,971,000 Central Perris Nuevo I-215 interchange $32,698,000 $19,736,000 Central Perris Nuevo Murrieta Dunlap $4,367,000 $4,367,000 Central Perris Nuevo Perris Valley Storm Channel bridge $0 $0 Central Perris SR-74 (Matthews) I-215 Ethanac $0 $0
Central Perris SR-74 (Matthews) I-215 interchange $32,698,000 $21,835,000 Central Unincorporated Center (Main) I-215 Mt Vernon $0 $0 Central Unincorporated Center (Main) I-215 interchange $32,698,000 $11,912,000 Central Unincorporated Center (Main) BNSF railroad crossing $20,010,000 $20,010,000 Central Unincorporated Ellis Post SR-74 $11,550,000 $11,550,000 Central Unincorporated Mount Vernon/CETAP Corridor Center Pigeon Pass $2,582,000 $2,582,000 Central Unincorporated Nuevo Dunlap Menifee $8,737,000 $2,505,000 Central Unincorporated Nuevo San Jacinto River bridge $5,568,000 $5,568,000 Central Unincorporated Pigeon Pass/CETAP Corridor Hidden Springs Mount Vernon $8,106,000 $8,106,000 Central Unincorporated Post Santa Rosa Mine Ellis $0 $0 Central Unincorporated Reche Canyon Reche Vista Moreno Valley City Limit $0 $0 Central Unincorporated Redlands San Timoteo Canyon Locust $0 $0 1116
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 49 Table 4.4 - TUMF Network Cost Estimates (continued) AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Northwest Corona 6th SR-91 Magnolia $0 $0
Northwest Corona Auto Center Railroad SR-91 $0 $0
Northwest Corona Cajalco Bedford Canyon I-15 $0 $0
Northwest Corona Hidden Valley Norco Hills McKinley $0 $0 Northwest Corona Lincoln Parkridge Ontario $0 $0
Northwest Corona Magnolia 6th Sherborn $7,054,000 $6,419,000 Northwest Corona Magnolia Temescal Creek bridge $4,176,000 $3,580,000 Northwest Corona Magnolia Sherborn Rimpau $0 $0
Northwest Corona Magnolia Rimpau Ontario $0 $0
Northwest Corona Main Grand Ontario $0 $0
Northwest Corona Main Ontario Foothill $0 $0
Northwest Corona Main Hidden Valley Parkridge $5,314,000 $4,389,000 Northwest Corona Main Parkridge SR-91 $0 $0
Northwest Corona Main SR-91 S. Grand $0 $0
Northwest Corona McKinley Hidden Valley Promenade $0 $0 Northwest Corona McKinley Promenade SR-91 $0 $0
Northwest Corona McKinley SR-91 Magnolia $0 $0
Northwest Corona McKinley Arlington Channel bridge $0 $0 Northwest Corona McKinley BNSF railroad crossing $105,560,000 $0 Northwest Corona Ontario I-15 El Cerrito $13,451,000 $13,451,000 Northwest Corona Ontario Lincoln Buena Vista $0 $0
Northwest Corona Ontario Buena Vista Main $0 $0
Northwest Corona Ontario Main Kellogg $0 $0
Northwest Corona Ontario Kellogg Fullerton $0 $0
Northwest Corona Ontario Fullerton Rimpau $0 $0
Northwest Corona Ontario Rimpau I-15 $0 $0
Northwest Corona Railroad Auto Club Buena Vista $0 $0
Northwest Corona Railroad BNSF railroad crossing $40,020,000 $40,020,000 Northwest Corona Railroad Buena Vista Main (at Grand) $0 $0 Northwest Corona River Corydon Main $0 $0
Northwest Corona Serfas Club SR-91 Green River $0 $0
Northwest Eastvale Archibald Remington River $3,382,000 $3,382,000 Northwest Eastvale Hamner Mission Bellegrave $0 $0
Northwest Eastvale Hamner Bellegrave Amberhill $199,000 $199,000 Northwest Eastvale Hamner Amberhill Limonite $2,787,000 $2,787,000 Northwest Eastvale Hamner Limonite Schleisman $991,000 $991,000 Northwest Eastvale Hamner Schleisman Santa Ana River $5,533,000 $3,675,000 Northwest Eastvale Hellman Schleisman Walters $419,000 $419,000 Northwest Eastvale Hellman Walters River $21,503,000 $21,503,000 Northwest Eastvale Hellman Cucamonga Creek bridge $3,828,000 $3,828,000 Northwest Eastvale Limonite I-15 Eastvale Gateway $289,000 $289,000 Northwest Eastvale Limonite I-15 interchange $0 $0
Northwest Eastvale Limonite Eastvale Gateway Hamner $255,000 $255,000 Northwest Eastvale Limonite Hamner Sumner $1,094,000 $1,094,000 Northwest Eastvale Limonite Sumner Harrison $497,000 $497,000 Northwest Eastvale Limonite Harrison Archibald $0 $0
Northwest Eastvale Limonite Archibald Hellman (Keller SBD Co.) $2,208,000 $2,208,000 Northwest Eastvale Limonite Cucamonga Creek bridge $13,920,000 $0 Northwest Eastvale River Hellman Archibald $5,948,000 $5,948,000 Northwest Jurupa Valley Armstrong San Bernardino County Valley $6,192,000 $6,192,000 Northwest Jurupa Valley Bellegrave Cantu-Galleano Ranch Van Buren $464,000 $464,000 Northwest Jurupa Valley Cantu-Galleano Ranch Wineville Bellegrave $793,000 $793,000 Northwest Jurupa Valley Etiwanda Philadelphia SR-60 $1,515,000 $989,000 Northwest Jurupa Valley Etiwanda SR-60 Limonite $0 $0
Northwest Jurupa Valley Limonite I-15 Wineville $0 $0
Northwest Jurupa Valley Limonite Wineville Etiwanda $0 $0 Northwest Jurupa Valley Limonite Etiwanda Van Buren $2,981,000 $2,981,000 Northwest Jurupa Valley Limonite Van Buren Clay $0 $0
Northwest Jurupa Valley Limonite Clay Riverview $0 $0
Northwest Jurupa Valley Market Rubidoux Santa Ana River $5,181,000 $0 Northwest Jurupa Valley Market Santa Ana River bridge $13,920,000 $6,204,000 Northwest Jurupa Valley Mission Milliken SR-60 $0 $0
Northwest Jurupa Valley Mission SR-60 Santa Ana River $0 $0 Northwest Jurupa Valley Riverview Limonite Mission $0 $0 Northwest Jurupa Valley Rubidoux Pine Mission $0 $0
Northwest Jurupa Valley Rubidoux SR-60 interchange $32,698,000 $9,051,000 Northwest Jurupa Valley Valley Armstrong Mission $0 $0
Northwest Norco 1st Parkridge Mountain $0 $0
Northwest Norco 1st Mountain Hamner $0 $0
Northwest Norco 2nd River I-15 $0 $0
Northwest Norco 6th Hamner California $0 $0
Northwest Norco 6th I-15 interchange $32,698,000 $3,489,000 Northwest Norco Arlington Crestview Fairhaven $4,342,000 $4,342,000 Northwest Norco California Arlington 6th $15,237,000 $12,525,000 Northwest Norco Corydon River 5th $0 $0
Northwest Norco Hamner Santa Ana River bridge $33,408,000 $11,455,000 Northwest Norco Hamner Santa Ana River Hidden Valley $49,591,000 $49,591,000 Northwest Norco Hidden Valley I-15 Norco Hills $0 $0
Northwest Norco Hidden Valley Hamner I-15 $0 $0
Northwest Norco Norco Corydon Hamner $0 $0
Northwest Norco North California Crestview $0 $0
Northwest Norco River Archibald Corydon $1,743,000 $1,109,000 1117
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 50 Table 4.4 - TUMF Network Cost Estimates (continued) AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Northwest Riverside 14th Market Martin Luther King $0 $0 Northwest Riverside 1st Market Main $0 $0
Northwest Riverside 3rd SR-91 I-215 $1,941,000 $1,941,000 Northwest Riverside 3rd BNSF railroad crossing $105,560,000 $30,560,000 Northwest Riverside Adams Arlington SR-91 $0 $0
Northwest Riverside Adams SR-91 Lincoln $0 $0
Northwest Riverside Adams SR-91 interchange $32,698,000 $3,262,000 Northwest Riverside Arlington Fairhaven La Sierra $0 $0 Northwest Riverside Buena Vista Santa Ana River Redwood $0 $0 Northwest Riverside Canyon Crest Martin Luther King Central $0 $0 Northwest Riverside Canyon Crest Central Country Club $0 $0 Northwest Riverside Canyon Crest Country Club Via Vista $4,996,000 $1,593,000 Northwest Riverside Canyon Crest Via Vista Alessandro $0 $0 Northwest Riverside Central Chicago I-215/SR-60 $0 $0
Northwest Riverside Central SR-91 Magnolia $0 $0
Northwest Riverside Central Alessandro SR-91 $0 $0
Northwest Riverside Central Van Buren Magnolia $0 $0
Northwest Riverside Chicago Alessandro Spruce $0 $0
Northwest Riverside Chicago Spruce Columbia $0 $0
Northwest Riverside Columbia Main Iowa $0 $0
Northwest Riverside Columbia I-215 interchange $32,698,000 $9,050,000 Northwest Riverside Iowa Center 3rd $30,272,000 $30,272,000 Northwest Riverside Iowa 3rd University $0 $0
Northwest Riverside Iowa University Martin Luther King $0 $0 Northwest Riverside JFK Trautwein Wood $1,880,000 $1,880,000 Northwest Riverside La Sierra Arlington SR-91 $0 $0
Northwest Riverside La Sierra SR-91 Indiana $192,000 $192,000 Northwest Riverside La Sierra Indiana Victoria $778,000 $778,000 Northwest Riverside Lemon (NB One way) Mission Inn University $0 $0 Northwest Riverside Lincoln Van Buren Jefferson $0 $0
Northwest Riverside Lincoln Jefferson Washington $0 $0
Northwest Riverside Lincoln Washington Victoria $0 $0
Northwest Riverside Madison SR-91 Victoria $853,000 $853,000 Northwest Riverside Madison BNSF railroad crossing $20,010,000 $20,010,000 Northwest Riverside Magnolia BNSF Railroad Tyler $0 $0
Northwest Riverside Magnolia BNSF railroad crossing $0 $0 Northwest Riverside Magnolia Tyler Harrison $0 $0
Northwest Riverside Magnolia Harrison 14th $0 $0
Northwest Riverside Main 1st San Bernardino County $0 $0 Northwest Riverside Market 14th Santa Ana River $9,491,000 $9,491,000 Northwest Riverside Martin Luther King 14th I-215/SR-60 $24,031,000 $24,031,000 Northwest Riverside Mission Inn Redwood Lemon $0 $0
Northwest Riverside Redwood (SB One way) Mission Inn University $0 $0 Northwest Riverside Trautwein Alessandro Van Buren $0 $0 Northwest Riverside Tyler SR-91 Magnolia $0 $0
Northwest Riverside Tyler SR-91 interchange $63,061,000 $21,814,000 Northwest Riverside Tyler Magnolia Hole $0 $0
Northwest Riverside Tyler Hole Wells $0 $0
Northwest Riverside Tyler Wells Arlington $0 $0
Northwest Riverside University Redwood SR-91 $859,000 $859,000 Northwest Riverside University SR-91 I-215/SR-60 $2,067,000 $2,067,000 Northwest Riverside Victoria Lincoln Arlington $0 $0
Northwest Riverside Victoria Madison Washington $0 $0
Northwest Riverside Washington Victoria Hermosa $27,018,000 $27,018,000 Northwest Riverside Wood JFK Van Buren $3,053,000 $3,053,000 Northwest Riverside Wood Van Buren Bergamont $0 $0
Northwest Riverside Wood Bergamont Krameria $0 $0
Northwest Unincorporated Cantu-Galleano Ranch Hamner Wineville $0 $0 Northwest Unincorporated Dos Lagos (Weirick) Temescal Canyon I-15 $0 $0 Northwest Unincorporated El Cerrito I-15 Ontario $0 $0
Northwest Unincorporated El Sobrante Mockingbird Canyon Cajalco $0 $0 Northwest Unincorporated Harley John Washington Scottsdale $0 $0 Northwest Unincorporated Harley John Scottsdale Cajalco $0 $0 Northwest Unincorporated La Sierra Victoria El Sobrante $0 $0 Northwest Unincorporated La Sierra El Sobrante Cajalco $0 $0 Northwest Unincorporated Mockingbird Canyon Van Buren El Sobrante $20,871,000 $20,871,000 Northwest Unincorporated Temescal Canyon El Cerrito Tuscany $3,168,000 $0 Northwest Unincorporated Temescal Canyon Tuscany Dos Lagos $0 $0 Northwest Unincorporated Temescal Canyon Dos Lagos Leroy $0 $0 Northwest Unincorporated Temescal Canyon Leroy Dawson Canyon $0 $0 Northwest Unincorporated Temescal Canyon Dawson Canyon I-15 $0 $0 Northwest Unincorporated Temescal Canyon I-15 interchange $32,698,000 $32,698,000 Northwest Unincorporated Temescal Canyon I-15 Park Canyon $14,329,000 $14,329,000 Northwest Unincorporated Temescal Canyon Park Canyon Indian Truck Trail $0 $0 Northwest Unincorporated Washington Hermosa Harley John $12,787,000 $12,787,000 Northwest Unincorporated Wood Krameria Cajalco $12,537,000 $12,537,000 1118
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 51 Table 4.4 - TUMF Network Cost Estimates (continued) AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Pass Banning 8th Wilson I-10 $0 $0
Pass Banning Lincoln Sunset SR-243 $0 $0
Pass Banning Ramsey I-10 8th $0 $0
Pass Banning Ramsey 8th Highland Springs $0 $0
Pass Banning SR-243 I-10 Wesley $0 $0
Pass Banning Sun Lakes Highland Home Sunset $30,502,000 $30,502,000 Pass Banning Sun Lakes Smith Creek bridge $8,352,000 $8,352,000 Pass Banning Sun Lakes Montgomery Creek bridge $5,568,000 $5,568,000 Pass Banning Sun Lakes Highland Springs Highland Home $0 $0 Pass Banning Sunset Ramsey Lincoln $0 $0
Pass Banning Sunset I-10 interchange $32,698,000 $32,698,000 Pass Banning Wilson Highland Home 8th $0 $0
Pass Banning Wilson Highland Springs Highland Home $0 $0 Pass Beaumont 1st Viele Pennsylvania $0 $0
Pass Beaumont 1st Pennsylvania Highland Springs $0 $0
Pass Beaumont 6th I-10 Highland Springs $0 $0
Pass Beaumont Desert Lawn Champions Oak Valley (STC) $0 $0 Pass Beaumont Oak Valley (14th) Highland Springs Pennsylvania $0 $0 Pass Beaumont Oak Valley (14th) Pennsylvania Oak View $0 $0 Pass Beaumont Oak Valley (14th) Oak View I-10 $0 $0
Pass Beaumont Oak Valley (14th) I-10 interchange $63,061,000 $62,401,000 Pass Beaumont Oak Valley (STC) UP Railroad Tukwet Canyon $0 $0 Pass Beaumont Oak Valley (STC) Tukwet Canyon I-10 $0 $0 Pass Beaumont Pennsylvania 6th 1st $6,588,000 $6,588,000 Pass Beaumont Pennsylvania I-10 interchange $0 $0
Pass Calimesa Bryant County Line Avenue L $0 $0
Pass Calimesa Calimesa County Line I-10 $0 $0
Pass Calimesa Calimesa I-10 interchange $63,061,000 $63,061,000 Pass Calimesa County Line 7th Bryant $0 $0
Pass Calimesa County Line I-10 interchange $32,698,000 $32,698,000 Pass Calimesa Desert Lawn Palmer Champions $0 $0
Pass Calimesa Singleton Avenue L Condit $0 $0
Pass Calimesa Singleton Condit Roberts $12,972,000 $12,972,000 Pass Calimesa Singleton I-10 interchange $63,061,000 $0 Pass Calimesa Tukwet Canyon Roberts Rd Palmer $0 $0
Pass Unincorporated Live Oak Canyon Oak Valley (STC) San Bernardino County $0 $0 Pass Unincorporated San Timoteo Canyon San Bernardino County UP Railroad $0 $0 Pass Unincorporated San Timoteo Canyon UP Railroad railroad crossing $52,780,000 $52,780,000 San Jacinto Hemet Sanderson Acacia Menlo $0 $0
San Jacinto Hemet Sanderson Domenigoni Stetson $0 $0
San Jacinto Hemet Sanderson RR Crossing Acacia $0 $0
San Jacinto Hemet Sanderson Stetson RR Crossing $0 $0
San Jacinto Hemet Sanderson Menlo Esplanade $0 $0
San Jacinto Hemet SR-74 (Florida) Warren Cawston $0 $0
San Jacinto Hemet SR-74 (Florida) Columbia Ramona $0 $0 San Jacinto Hemet SR-74/SR-79 (Florida) Cawston Columbia $0 $0 San Jacinto Hemet State Domenigoni Chambers $0 $0
San Jacinto Hemet State Chambers Stetson $0 $0
San Jacinto Hemet State Florida Esplanade $0 $0
San Jacinto Hemet State Stetson Florida $0 $0
San Jacinto Hemet Stetson Cawston State $0 $0
San Jacinto Hemet Stetson Warren Cawston $4,357,000 $4,357,000 San Jacinto Hemet Warren Esplanade Domenigoni $19,926,000 $19,926,000 San Jacinto Hemet Warren Salt Creek bridge $4,176,000 $4,176,000 San Jacinto San Jacinto Esplanade Mountain State $0 $0
San Jacinto San Jacinto Esplanade State Warren $0 $0
San Jacinto San Jacinto Sanderson Ramona Esplanade $0 $0 San Jacinto San Jacinto SR-79 (North Ramona) State San Jacinto $0 $0 San Jacinto San Jacinto SR-79 (San Jacinto) North Ramona Blvd 7th $0 $0 San Jacinto San Jacinto SR-79 (San Jacinto) 7th SR-74 $0 $0 San Jacinto San Jacinto State Ramona Esplanade $0 $0
San Jacinto San Jacinto State Gilman Springs Quandt Ranch $3,317,000 $3,317,000 San Jacinto San Jacinto State San Jacinto River bridge $0 $0 San Jacinto San Jacinto State Quandt Ranch Ramona $0 $0 San Jacinto San Jacinto Warren Ramona Esplanade $13,469,000 $13,469,000 San Jacinto Unincorporated Gilman Springs Sanderson State $11,097,000 $11,097,000 San Jacinto Unincorporated Gilman Springs Massacre Canyon Wash bridge $1,392,000 $1,392,000 San Jacinto Unincorporated SR-79 (Winchester) SR-74 (Florida) Domenigoni $0 $0 1119
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 52 Table 4.4 - TUMF Network Cost Estimates (continued) AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Southwest Lake Elsinore Corydon Mission Grand $3,336,000 $3,336,000 Southwest Lake Elsinore Diamond Mission I-15 $0 $0
Southwest Lake Elsinore Franklin (integral to Railroad
Canyon Interchange)
I-15 interchange $32,698,000 $32,698,000
Southwest Lake Elsinore Grand Lincoln Toft $0 $0
Southwest Lake Elsinore Grand Toft SR-74 (Riverside) $3,512,000 $3,512,000 Southwest Lake Elsinore Lake I-15 Lincoln $39,817,000 $32,726,000 Southwest Lake Elsinore Lake I-15 interchange $32,698,000 $15,771,000 Southwest Lake Elsinore Lake Temescal Wash bridge $2,506,000 $1,150,000 Southwest Lake Elsinore Mission Railroad Canyon Bundy Canyon $0 $0 Southwest Lake Elsinore Nichols I-15 Lake $7,850,000 $7,850,000 Southwest Lake Elsinore Nichols Temescal Wash bridge $4,176,000 $4,176,000 Southwest Lake Elsinore Nichols I-15 interchange $63,061,000 $63,061,000 Southwest Lake Elsinore SR-74 (Collier/Riverside) I-15 Lakeshore $24,303,000 $24,303,000 Southwest Lake Elsinore SR-74 (Grand) Riverside SR-74 (Ortega) $9,733,000 $3,691,000 Southwest Lake Elsinore SR-74 (Riverside) Lakeshore Grand $20,175,000 $20,175,000 Southwest Lake Elsinore Temescal Canyon I-15 Lake $7,411,000 $7,411,000 Southwest Lake Elsinore Temescal Canyon Temescal Wash bridge $3,480,000 $3,480,000 Southwest Murrieta California Oaks Jefferson I-15 $0 $0 Southwest Murrieta California Oaks I-15 Jackson $0 $0
Southwest Murrieta California Oaks Jackson Clinton Keith $0 $0 Southwest Murrieta Jackson Whitewood Ynez $0 $0
Southwest Murrieta Jefferson Palomar Nutmeg $1,562,000 $1,562,000 Southwest Murrieta Jefferson Nutmeg Murrieta Hot Springs $0 $0 Southwest Murrieta Jefferson Murrieta Hot Springs Cherry $30,634,000 $30,634,000 Southwest Murrieta Keller I-215 Whitewood $0 $0
Southwest Murrieta Keller I-215 interchange $0 $0
Southwest Murrieta Los Alamos Jefferson I-215 $0 $0
Southwest Murrieta Murrieta Hot Springs Jefferson I-215 $0 $0 Southwest Murrieta Murrieta Hot Springs I-215 Margarita $0 $0 Southwest Murrieta Murrieta Hot Springs Margarita SR-79 (Winchester) $4,057,000 $3,899,000 Southwest Murrieta Nutmeg Jefferson Clinton Keith $0 $0 Southwest Murrieta Whitewood Clinton Keith Los Alamos $2,708,000 $2,708,000 Southwest Murrieta Whitewood Los Alamos Murrieta Hot Springs $0 $0 Southwest Murrieta Whitewood Murrieta Hot Springs Jackson $4,629,000 $4,629,000 Southwest Murrieta Ynez Jackson SR-79 (Winchester) $0 $0 Southwest Temecula Butterfield Stage Murrieta Hot Springs Calle Chapos $816,000 $816,000 Southwest Temecula Butterfield Stage Calle Chapos La Serena $696,000 $696,000 Southwest Temecula Butterfield Stage La Serena Rancho California $904,000 $904,000 Southwest Temecula Butterfield Stage Rancho California Pauba $846,000 $846,000 Southwest Temecula Butterfield Stage Pauba SR-79 (Temecula Pkwy) $725,000 $725,000 Southwest Temecula Jefferson Cherry Rancho California $2,285,000 $2,285,000 Southwest Temecula Margarita Murrieta Hot Springs SR-79 (Temecula Pkwy) $7,644,000 $7,644,000 Southwest Temecula Old Town Front Rancho California I-15/SR-79 (Temecula Pkwy) $0 $0 Southwest Temecula Pechanga Pkwy SR-79 (Temecula Pkwy) Via Gilberto $0 $0 Southwest Temecula Pechanga Pkwy Via Gilberto Pechanga Pkwy $0 $0 Southwest Temecula Rancho California Jefferson Margarita $18,254,000 $18,181,000 Southwest Temecula Rancho California I-15 interchange $32,698,000 $0 Southwest Temecula Rancho California Margarita Butterfield Stage $0 $0 Southwest Temecula SR-79 (Temecula Pkwy) I-15 Pechanga Pkwy $0 $0 Southwest Temecula SR-79 (Temecula Pkwy) Pechanga Pkwy Butterfield Stage $3,065,000 $3,065,000 Southwest Unincorporated Briggs Scott SR-79 (Winchester) $6,509,000 $6,509,000 Southwest Unincorporated Butterfield Stage Tucalota Creek bridge $0 $0 Southwest Unincorporated Butterfield Stage (Pourroy) Auld Murrieta Hot Springs $23,076,000 $23,076,000 Southwest Unincorporated Grand Ortega Corydon $68,025,000 $68,025,000 Southwest Unincorporated Horsethief Canyon Temescal Canyon I-15 $0 $0 Southwest Unincorporated Indian Truck Trail Temescal Canyon I-15 $0 $0 Southwest Unincorporated Murrieta Hot Springs SR-79 (Winchester) Pourroy $0 $0 Southwest Unincorporated Pala Pechanga San Diego County $0 $0 Southwest Unincorporated Pourroy SR-79 (Winchester) Auld $2,236,000 $2,236,000 Southwest Unincorporated Rancho California Butterfield Stage Glen Oaks $87,369,000 $87,369,000 Southwest Unincorporated Temescal Canyon Horsethief Canyon Wash bridge $3,340,000 $3,340,000 Southwest Unincorporated Temescal Canyon Indian Truck Trail I-15 $15,739,000 $15,739,000 Southwest Unincorporated Temescal Canyon Indian Wash bridge $1,462,000 $1,462,000 Southwest Wildomar Bundy Canyon Mission I-15 $9,704,000 $9,704,000 Southwest Wildomar Grand Corydon Wildomar Trail $0 $0
Southwest Wildomar Mission Bundy Canyon Palomar $0 $0
Southwest Wildomar Palomar Clinton Keith Washington $3,227,000 $3,227,000 Southwest Wildomar Palomar Mission Clinton Keith $13,493,000 $13,493,000 Southwest Wildomar Wildomar Trail I-15 Baxter $1,281,000 $1,281,000 Southwest Wildomar Wildomar Trail I-15 interchange $32,698,000 $27,858,000 Southwest Wildomar Wildomar Trail Baxter Palomar $11,316,000 $11,316,000 Southwest Wildomar Wildomar Trail Palomar Grand $0 $0
Subtotal $2,508,329,000 $1,913,028,000
Totals Network $4,840,250,000 $3,874,735,000
Transit $217,870,000 $154,831,000
Administration $161,183,000 $161,183,000
MSHCP $64,606,000 $53,859,000
TOTAL $5,283,909,000 $4,244,608,000
1120
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 53 Table 4.5 – TUMF Transit Cost Estimates

AREA PLAN
DIST
LEAD
AGENCY PROJECT NAME LOCATION UNITS (number/ length in miles) UNIT COST TOTAL MAXIMUM TUMF SHARE Central RTA Menifee Mobility Hub Menifee 1 $7,465,000 $7,465,000 $5,305,000 Northwest RTA Riverside Mobility Hub at Vine Street Riverside 1 $11,195,000 $11,195,000 $7,956,000 Central RTA Moreno Valley Mobility Hub(s) Moreno Valley 1 $11,195,000 $11,195,000 $7,956,000 Northwest RTA Jurupa Valley Mobility Hub(s) Jurupa Valley 1 $11,195,000 $11,195,000 $7,956,000 Pass RTA Pass Area Mobility Hub(s) Banning 1 $11,195,000 $11,195,000 $7,956,000 Southwest RTA Lake Elsinore / Canyon Lake Mobility
Hub(s) Lake Elsinore 1 $11,195,000 $11,195,000 $7,956,000 San Jacinto RTA Hemet Mobility Hub Hemet 1 $11,195,000 $11,195,000 $7,956,000 San Jacinto RTA San Jacinto Mobility Hub San Jacinto 1 $11,195,000 $11,195,000 $7,956,000 San Jacinto RTA MSJC Mobility Hub San Jacinto 1 $1,245,000 $1,245,000 $885,000 Regional RTA ZEB Technology Enhancements Various locations region wide 10 $100,000 $1,000,000 $711,000 Northwest RTA Regional Operations and Maintenance
Facility Riverside 1 $62,186,000 $62,186,000 $44,192,000 Regional RTA Annual Transit Enhancements Program Various locations region wide 290 $50,000 $14,500,000 $10,304,000 Northwest RTA HQTC Improvements UCR, Riverside to Perris 42 $75,000 $3,150,000 $2,239,000 Regional RTA Vehicle Fleet Small Buses/Vans Various locations region wide 30 $160,000 $4,800,000 $3,411,000 Regional RTA Vehicle Fleet Medium Buses Various locations region wide 20 $300,000 $6,000,000 $4,264,000 Regional RTA Vehicle Fleet Large Buses Various locations region wide 29 $1,271,000 $36,859,000 $26,194,000 Regional RTA COA Study Various locations region wide 2 $1,150,000 $2,300,000 $1,634,000 TOTAL $217,870,000 $154,831,000

4.8 TUMF Network Evaluation
To assess the effectiveness of the proposed TUMF Network improvements to mitigate the cumulative regional impact of new development in Western Riverside County, the proposed network improvements were added to the 2021 existing network in RivCoM and the model was run with 2045 socioeconomic data to determine the relative impacts on horizon year traffic conditions. To quantify the impacts of the TUMF Network improvements, the various traffic measures of effectiveness described in Section 3.1 for the 2018 Existing and 2045 No-Build scenarios were again calculated for the 2045 TUMF Build scenario. The results for VMT, VHT, VHD, and total VMT experiencing unacceptable level of service (LOS E) were then compared to the results presented in Table 3.1 for the no-build conditions. The 2045 TUMF Build comparison results are provided in Table 4.6. Plots of the Network Extents are attached in Appendix H.

As shown in Table 4.6, the 2045 peak period VMT on all arterial facilities experiencing LOS of E or worse will decrease with the addition of the TUMF Network improvements while the share of VMT on the TUMF arterial network experiencing LOS E or worse during the peak periods will be reduced to 32% (which is still above the level experienced in 2018). It should be noted that the total VMT on the arterial system increases because of freeway trips being diverted to the arterial system to benefit from the proposed TUMF improvements.

Despite a greater share of the total peak period VMT in 2045, the arterial system can more efficiently accommodate the increased demand with the proposed TUMF improvements. Although peak period VMT on the TUMF improved arterial system increases by approximately 6% in 2045 compared to the No Build condition, VHT on the arterial system remains almost constant. Additionally, a benefit is observed on the 1121
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 54 freeway system with VMT and VHT being reduced following TUMF Network improvements. By completing TUMF improvements, the total VHD experienced by all area motorists would be reduced during the peak period by over 7% from the levels that would be experienced under the 2045 No-Build scenario. These results highlight the effectiveness of the TUMF Program to mitigate the cumulative regional transportation impacts of new development commensurate with the level of impact being created.

Table 4.6 – Regional Highway System Measures of Performance (2018 Existing and 2045 No-Build Scenarios to 2045 TUMF Build Scenario) Measure of Performance*
Peak Periods (Total)
2018 Existing 2045 No-Build 2045 Build
VMT - Total ALL FACILITIES 23,284,724 29,897,254 30,160,328 VMT - FREEWAYS 13,514,522 15,490,284 15,418,548
VMT - ALL ARTERIALS 9,770,202 14,406,970 14,741,781
TOTAL - TUMF ARTERIAL VMT 6,216,985 8,597,200 9,096,417 VHT - TOTAL ALL FACILITIES 541,350 915,439 895,725
VHT - FREEWAYS 263,792 399,128 388,847
VHT - ALL ARTERIALS 277,558 516,311 506,878
TOTAL TUMF ARTERIAL VHT 174,455 320,869 321,062
VHD - TOTAL ALL FACILITIES 108,900 338,056 313,288
VHD - FREEWAYS 66,156 170,649 161,528
VHD - ALL ARTERIALS 42,745 167,407 151,760
TOTAL TUMF ARTERIAL VHD 33,249 124,863 114,451
VMT LOS E - TOTAL ALL FACILITIES 5,605,070 13,369,483 12,788,016 VMT LOS E - FREEWAYS 4,725,471 9,316,891 9,115,937
VMT LOS E & F - ALL ARTERIALS 879,599 4,052,592 3,672,079 TOTAL TUMF ARTERIAL VMT w/ LOS E or worse 765,782 3,184,133 2,929,288 % of TUMF ARTERIAL VMT w/ LOS E or worse 12% 37% 32%
* Source: RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network as existing in December 2021and RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network plus future TUMF network projects.

NOTES:

Volume is adjusted by PCE factor
VMT = vehicle miles of travel (the total combined distance that all vehicles travel on the system) VHT = vehicle hours of travel (the total combined time that all vehicles are traveling on the system) VHD = vehicle hours of delay (the total combined time that all vehicles have been delayed on the system based on the difference between forecast travel time and free-flow (ideal) travel time) LOS = level of service (based on forecast volume to capacity ratios).

LOS E or Worse was determined by V/C ratio that exceeds 0.9 thresholds as indicated in the Riverside County General Plan. 1122
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TUMF Nexus Study – 2024 Program Update September 9, 2024 55 5.0 TUMF NEXUS ANALYSIS
The objective of this section is to evaluate and document the rational nexus (or reasonable relationship) between the proposed fee and the transportation system improvements it will be used to help fund. The analysis starts by documenting the correlation between future development and the need for transportation system improvements on the TUMF network to mitigate the cumulative regional impacts of this new development, followed by analysis of the nexus evaluation of the key components of the TUMF concept.

5.1 Future Development and the Need for Improvements
Previous sections of this report documented the projected population, household and employment growth in Western Riverside County, the expected increases in traffic congestion and travel delay, and the identification of the transportation system improvements that will serve these future inter-community travel demands. The following points coalesce this information in a synopsis of how the future growth relates to the need for improvements to the TUMF system.
 Western Riverside County is expected to continue growing.

Development in Western Riverside County is expected to continue at a robust rate of growth into the foreseeable future. Current projections estimate the population is projected to grow from a level of approximately 1.91 million in 2018 to a future level of about 2.53 million in 2045, while employment is projected to grow from a level of about 570,000 in 2018 to approximately 846,000 in 2045 (as shown in Table 2.3).  Continuing growth will result in increasing congestion on arterial roadways.

Traffic congestion and delay on arterial roadways are projected to increase dramatically in the future (as shown in Table 3.1). Without improvements to the transportation system, congestion levels will grow rapidly and travelers will experience unacceptable travel conditions with slow travel speeds and lengthy delays.
 The future arterial roadway congestion is directly attributable to future development in Western Riverside County.

Traffic using arterial roadways within Western Riverside County is virtually all generated within or attracted to Western Riverside County, since longer-distance trips passing through the region typically use the freeway system, not arterial roadways. Therefore, the future recurring congestion problems on these roadways will be attributable to new trips that originate in, terminate in, or travel within Western Riverside County.
 Capacity improvements to the transportation system will be needed to alleviate the future congestion caused by new development.

To maintain transportation service closer to current levels of efficiency, capacity enhancements will need to be made to the arterial roadway system. These enhancements could include new or realigned roads, additional lanes on existing 1123
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TUMF Nexus Study – 2024 Program Update September 9, 2024 56 roads, new or expanded bridges, new or upgraded freeway interchanges, grade separation of at-grade rail crossings, or the installation of new ITS to improve traffic flows. The completion of improvements to the arterial roadway system would enhance regional mobility and reduce the total peak period vehicles hours of travel (VHT) by over 2%, reduce peak period vehicle hours of delay (VHD) by over 7%, and reduce the share of traffic experiencing congestion in the peak periods by over 4% (as shown in Table 4.6). The specific needs and timing of implementation will depend on the location and rate of future development, so the specific improvements to be funded by the TUMF and their priority of implementation will be determined during future project programming activities as improvement needs unfold and as TUMF funds become available.
 Roads on the TUMF network are the facilities that merit improvement through this fee program.

The criteria used to identify roads for the TUMF network (future number of lanes, future traffic volume, future congestion level, and roadway function linking communities and activity centers and serving public transportation) were selected to ensure that these are the roadways that will serve inter-community travel and will require future improvement to alleviate congestion.
 Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automobile travel.

Since a portion of the population does not own an automobile and depends on public transportation for mobility, public transportation infrastructure and service will need to be enhanced and expanded to ensure continued mobility for this segment of the population. In addition, improvements to the public transportation system will be required to ensure that transit service can function as a viable option for future new Western Riverside County residents and employees who choose to avoid congestion by using public transportation.

For the reasons cited above, it can be readily concluded that there is a rational nexus between the future need for transportation improvements on the TUMF system and the future development upon which the proposed TUMF would be levied. The following sections evaluate the rational nexus in relation to the system components and the types of uses upon which the fee is assessed.

5.2 Application of Fee to System Components
As noted in Section 3.2, the TUMF concept includes splitting the fee revenues between the backbone system of arterials, the secondary system of arterials, and the public transportation system. This section evaluates the travel demands to determine the rational nexus between the future travel demands and the use of the fee to fund improvements to the future system components.

The split of fee revenues between the backbone and secondary highway networks is related to the proportion of highway vehicle trips that are relatively local (between 1124
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TUMF Nexus Study – 2024 Program Update September 9, 2024 57 adjacent communities) and longer distance (between more distant communities but still within Western Riverside County). To estimate a rational fee split between the respective networks, the future combined AM and PM peak period travel forecast estimates were aggregated to a matrix of trips between zones to show the percentage of trips that remain within each zone in relation to the volume that travels to the other zones. This analysis was completed using the Year 2045 No-Build scenario trip tables from RivCoM.

The first step in the analysis was to create a correspondence table between the TAZs in the model and the five WRCOG TUMF zones (i.e. Northwest, Southwest, Central, Hemet/San Jacinto and Pass). The TAZs were then compressed into six districts (the five WRCOG zones and one for the rest of the SCAG region).

Table 5.1 shows the estimated peak period vehicle trips within and between each of the zones. Table 5.2 shows the percentage of peak period vehicle trips within and between the respective zones. Appendix I includes the detailed RivCoM outputs used to develop the regional trip distribution profile shown in Table 5.1 and 5.2.

Table 5.1 - 2045 No-Build Peak Period Vehicle Trips by WRCOG Zone

To
From Central Hemet/San
Jacinto Northwest Pass Southwest Outside

WRCOG TOTAL
Central 417,608 23,474 89,780 6,301 55,101 57,558 649,822 Hemet/San Jacinto 29,401 209,005 8,647 8,432 16,081 18,078 289,645 Northwest 58,578 2,684 743,234 2,687 11,032 196,041 1,014,257 Pass 8,068 7,585 6,114 110,385 908 32,334 165,395
Southwest 55,812 16,232 32,852 1,976 667,255 62,713 836,839 Outside WRCOG 33,907 7,574 192,712 24,490 33,867 292,550 TOTAL 603,375 266,554 1,073,340 154,271 784,244 366,724 3,248,507 Based on RivCoM Year 2045 No-Build scenario
Table 5.2 – 2045 No-Build Percent Peak Period Vehicle Trips By WRCOG Zone

To
From Central Hemet/San Jacinto Northwest Pass Southwest Outside WRCOG TOTAL Central 64.3% 3.6% 13.8% 1.0% 8.5% 8.9% 100%
Hemet/San Jacinto 10.2% 72.2% 3.0% 2.9% 5.6% 6.2% 100%
Northwest 5.8% 0.3% 73.3% 0.3% 1.1% 19.3% 100%
Pass 4.9% 4.6% 3.7% 66.7% 0.5% 19.5% 100%
Southwest 6.7% 1.9% 3.9% 0.2% 79.7% 7.5% 100%
Based on RivCoM Year 2045 No-Build scenario
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TUMF Nexus Study – 2024 Program Update September 9, 2024 58 Table 5.3 summarizes the calculation of the split between the backbone and secondary highway networks as derived from the peak period trip values provided in Table 5.1. Peak period vehicle trips to and from areas outside Western Riverside County were subtracted from the calculation, on the presumption that most of their interregional travel would occur on the freeway system. Peak period trips between zones (regional) were assigned to the backbone network, since these trips are primarily served by the arterial roadways that provide connections between the zones. Peak period trips within zones (local) were split between the backbone network and the secondary network in proportion to their lane-miles, since roadways on both networks serve intra-zonal trips. The backbone network includes approximately 41.1% of the lane-miles on the future TUMF system, and the secondary network includes approximately 58.9% of the lane-miles.

The backbone network is therefore assigned all the inter-zonal peak period trips plus

41.1% of the intra-zonal peak period trips. The secondary network is assigned 58.9% of the intra-zonal peak period trips and none of the inter-zonal peak period trips. The overall result is that 51.1% of the regional travel is assigned to the backbone network and 48.9% is assigned to the secondary network.

Table 5.3 - Backbone-Secondary Network Share Calculation Calculation Value Description Input Values Backbone
Value
Backbone
Share
Secondary
Value
Secondary
Share
Total Western Riverside County
Peak Period Vehicle Trips 3,248,507
Less Internal/External Peak Period
Vehicle Trips -659,273
Total Peak Period Vehicle Trips
Internal to Western Riverside
County
2,589,234
Peak Period Vehicle Trips Between
TUMF Zones 441,747
Peak Period Vehicle Trips Within
TUMF Zones 2,147,487
TUMF Future Network Lane-Miles 3,029.9 1,243.9 41.1% 1,786.0 58.9% Peak Period Vehicle Trips Between
TUMF Zones 441,747 441,747 100.0% 0 0.0%
Peak Period Vehicle Trips Within
TUMF Zones (as share of intrazonal trips) 2,147,487 882,332 41.1% 1,265,155 58.9% Total Peak Period Vehicle Trips
Assigned 2,589,234 1,324,079 51.1% 1,265,155 48.9%
Based on RivCoM Year 2045 No-Build scenario; TUMF Nexus Study Exhibit H-1 1126
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TUMF Nexus Study – 2024 Program Update September 9, 2024 59 5.3 Application of Fee to Residential and Non-Residential Developments In order to establish the approximate proportionality of the future traffic impacts associated with new residential development and new non-residential development, the growth in daily VMT between the 2018 Existing and 2045 No-Build Scenarios from RivCoM were aggregated by trip purpose. RivCoM produces person trips (irrespective of mode choice) on the basis of five trip purposes: home-based-work (HBW), homebased-other (HBO), home-based-school (HBS), non-home-based (NHB), and homebased-university (HBU).

NCHRP Report #187 Quick Response Urban Travel Estimation Techniques and Transferable Parameters User's Guide (Transportation Research Board, 1978) details operational travel estimation techniques that are universally used for the travel demand modeling. Chapter 2 of this report, which details trip generation estimation, states that "HBW (Home Based Work) and HBNW (Home Based Non-Work) trips are generated at the households, whereas the NHB (Non-Home Based) trips are generated elsewhere." In accordance with NCHRP Report #187, growth in daily VMT was aggregated into homebased growth in daily VMT (combining the four home-based purposes: HBW, HBO, HBSC and HBU) and non-home-based growth in daily VMT. The home-based growth in daily VMT represents 77.7% of the total future growth in daily VMT and the non-home-based growth in daily VMT represent 22.3% of the total future growth in daily VMT, as shown in Table 5.4. Appendix J includes the RivCoM outputs used to develop the trip purpose summary in Table 5.4.

Table 5.4 - Daily VMT Growth by Trip Purpose for Western Riverside County (2018 - 2045) VEHICLE TRIP PURPOSE 2018 EXISTING

DAILY VMT
2045 NO-BUILD

DAILY VMT

DAILY VMT
GROWTH

DAILY VMT
GROWTH
SHARE
Home-Based-Work 81,121,525 98,818,811 17,697,286 31.8%
Home-Based-Other 114,840,696 138,710,519 23,869,822 42.9% Home-Based-School (K-12) 8,592,941 9,230,272 637,331 1.1% Non-Home-Based 61,534,566 73,907,099 12,372,533 22.3%
Home-Based-University 5,377,197 6,400,662 1,023,465 1.8% TOTAL 271,466,925 327,067,363 55,600,437 100.00%
Home-Based Trips
(Residential Uses) 43,227,904 77.7%
Non-Home-Based Trips
(Non-Residential Uses) 12,372,533 22.3%
Based on RivCoM Year 2018 Existing Scenario, November 2023 and RivCoM Year 2045 No Build Scenario, November 2023
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TUMF Nexus Study – 2024 Program Update September 9, 2024 60 6.0 FAIR-SHARE FEE CALCULATION
The fee amounts, by type of development, that are justified to mitigate the cumulative regional impacts of new development on transportation facilities in Western Riverside County are quantified in this section. The total cost of improving the TUMF system is $5.28 billion. Existing funding obligated for improvements to the TUMF system totals $382.9 million while unfunded improvement needs generated by existing development represent $646.9 million of the total cost. The balance of the unfunded TUMF system improvement needs is $4.24 billion which is the maximum value attributable to the mitigation of the cumulative regional transportation impacts of future new development in the WRCOG region and will be captured through the TUMF Program.

By levying the uniform fee directly on future new developments (and indirectly on new residents and new employees to Western Riverside County), these transportation system users are assigned their “fair share” of the costs to address the cumulative impacts of additional traffic they will generate on the regional transportation system.

Of the $4.24 billion in unfunded future improvement needs, 77.7% ($3.30 billion) will be assigned to future new residential development and 22.3% ($946.5 million) will be assigned to future new non-residential development.

6.1 Residential Fees
The portion of the unfunded future improvement cost allocable to new residential development through the TUMF is $3.30 billion. Since this future transportation system improvement need is generated by new residential development anticipated through the Year 2045, the fee will be spread between the residential developments projected to be constructed between 2018 and 2045. The projected residential growth from year 2018 to 2045 is 257,826 households (or dwelling units) as is indicated in Table 2.3.

Different household types generate different numbers of trips. To reflect the difference in trip generation between lower density “single-family” dwelling units and higher density “multi-family” dwelling units, the TUMF was weighted based on the respective trip generation rates of these different dwelling unit types. For the purposes of the TUMF Program, single family dwelling units are those housing units with a density of less than 8 units per acre while multi-family units are those with a density of 8 or more units per acre. According to the SCAG 2020 RTP/SCS forecasts included in Table 2.3 and Appendix B, single family dwelling units (including mobile homes) are forecast to constitute 65.0% of the growth in residential dwelling units in the region between 2018 and 2045.

Data provided in the Institute of Transportation Engineers (ITE) Trip Generation Manual, 11th Edition (2021) show that, on average, single-family dwelling units generate 0.99 vehicle trips per dwelling unit per hour in the PM peak hour, whereas apartments, condominiums and townhouses (considered to be representative of higher density multi-family dwelling units) generate a median of 0.50 vehicle trips per unit per hour in the PM peak hour. The growth in dwelling units for single-family and multi-family, respectively, were multiplied by the corresponding trip generation rates to determine 1128
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TUMF Nexus Study – 2024 Program Update September 9, 2024 61 the weighted proportion of the change in trips attributable to each use type as the basis for determining the per unit fee required to levy the necessary $3.20 billion to mitigate the cumulative regional transportation impacts of future new residential development. Table 6.1 summarizes the calculation of the fee for single-family and multi-family dwelling units. Appendix K includes worksheets detailing the calculation of the residential (and non-residential) TUMF for Western Riverside County.

Table 6.1 - Fee Calculation for Residential Share
Residential Sector
2018
Dwelling
Units
2045
Dwelling
Units
Dwelling
Unit
Change
Trip
Generation
Rate
Trip Change
Percentage
of Trip
Change
Fee/DU
Single-Family 397,407 564,898 167,491 0.99 165,816 78.6% $15,476 Multi-Family 157,166 247,501 90,335 0.50 45,168 21.4% $7,816 Total 554,573 812,399 257,826 210,984 100.0%
Household data based on SCAG 2020 RTP/SCS;
Trip Generation based on ITE Trip Generation (2021).

Consistent with the socio-economic forecasts developed by SCAG and the trip generation basis to assess the cumulative regional transportation impacts of new development, the residential fee calculation for TUMF reflects a uniform fee per dwelling unit for two categories as described previously: single-family residential and multi-family residential. On September 28, 2021, California Governor Gavin Newsome signed Assembly Bill 602 (AB 602) approving several changes to the Mitigation Fee Act, including the additional of §66016.5 to the California Government Code (CGC). CGC §66016.5(a)(5)(A) states “A nexus study adopted after July 1, 2022, shall calculate a fee imposed on a housing development project proportionately to the square footage of proposed units of the development.…” unless certain findings are made. These findings include:
“(i) An explanation as to why square footage is not appropriate metric to calculate fees imposed on housing development project.
(ii) An explanation that an alternative basis of calculating the fee bears a reasonable relationship between the fee charged and the burden posed by the development.
(iii) That other policies in the fee structure support smaller developments, or otherwise ensure that smaller developments are not charged disproportionate fees.”
To address these provisions of AB 602, WRCOG analyzed the trip generation characteristics of single-family and multi-family residential dwelling units of various sizes to determine whether the TUMF should be imposed based on the square footage of the respective housing type. The findings of the analyses for single-family and multi-family, respectively, were summarized in technical memoranda that are included in Appendix K. Based on the findings of the analyses, WRCOG has determined that the fee for single-family residential units should be adjusted in four tiers to correlate to the trip generation characteristics associated with various ranges of single-family housing sizes to demonstrate compliance with AB 602. The tiers reflecting the adjustments to the 1129
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TUMF Nexus Study – 2024 Program Update September 9, 2024 62 standard single-family residential fee per dwelling unit (as calculated in Table 6.1) for differing ranges of single-family dwelling unit sizes are summarized in Table 6.2.

Adjustments to the standard uniform fair-share single-family residential fee to account for variations in trip generation rates based on the size of the units will be made at the time of determining the fee obligation consistent with the process outlined further in the WRCOG TUMF Fee Calculation Handbook.

Table 6.2 – Single-Family Residential Fee Adjustments by Unit Size Adjustment Tier Housing Unit Size Range (in square feet) Base Fee Adjustment Tier 1 Less than or equal to 1,800 80%
Tier 2 1,801 to 2,300 90%
Tier 3 2,301 to 2,700 100%
Tier 4 More than 2,700 125%
For multi-family residential units, WRCOG determined that the fee can be imposed on all multi-family units uniformly consistent with the conclusions of the analysis of multifamily trip generation rates by unit size, which demonstrated little variation in trip generation rates across the range of multi-family residential unit sizes. Therefore, the multi-family residential fee, as calculated in Table 6.2, can be applied uniformly to all multi-family residential units under the TUMF program.

6.2 Non-Residential Fees
The portion of the unfunded future improvement cost allocable to new non-residential development through the TUMF is $946.5 million. Estimates of employment by sector were obtained from the SCAG 2020 RTP/SCS socioeconomic data included in Table 2.3 and Appendix B. From the 2045 employment forecast, the amount of employee growth in each sector was calculated. The employment figures were then translated into square footage of new development using typical ratios of square feet per employee derived from four sources including: Cordoba Corporation/Parsons Brinckerhoff Quade and Douglas (PBQD), Land Use Density Conversion Factors For Long Range Corridor Study San Bernardino and Riverside Counties, August 20, 1990; Orange County Transportation Authority (OCTA), Orange County Subarea Model Guidelines Manual, June 2001; SCAG, Employment Density Study, October 31, 2001; and the County of Riverside, General Plan, as amended December 15, 2015. Worksheets showing the development of the TUMF employee conversion factors and the application of the conversion factors to calculate the square footage of future new non-residential development in Western Riverside County are included in Appendix L.

To account for the differences in trip generation between various types of nonresidential uses, the new non-residential development was weighted by trip generation rate for each sector. Typical trip generation rates per employee were obtained from the Institute of Transportation Engineers (ITE) Trip Generation – 11th Edition (2021), and were weighted based on a calculated value of trips per employee as derived from the 1130
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TUMF Nexus Study – 2024 Program Update September 9, 2024 63 employee conversion factors and ITE typical trip generation rates per square foot of development, before being assigned to the non-residential categories as follows:

Industrial – 0.6 PM peak hour trips per employee, Retail – 1.8 PM peak hour trips per employee, Service – 1.2 PM peak hour trips per employee, and Government/Public –

2.1 PM peak hour trips per employee12. These rates were applied to the employment growth in each sector to determine the relative contribution of each sector to new tripmaking, and the $946.5 million was then allocated among the non-residential categories based on the percentage of new trips added. This proportionate nonresidential fee share by sector was then divided by the estimated square footage of future new development to obtain the rate per square foot for each type of use. The calculation of the non-residential fee by sector is shown in Table 6.3.

Table 6.3 - Fee Calculation for Non-Residential Share
Non-Residential Sector Employment
Change
Trip
Generation
Rate per
Employee
Trip Change
Percentage
of Trip
Change
Change in
Square Feet of
Gross Floor
Area
Fee/SF
Industrial 76,581 0.6 45,949 15.1% 61,489,565 $2.33
Retail 13,115 1.8 23,607 7.8% 6,557,500 $11.21
Service 174,255 1.2 209,106 68.8% 66,735,957 $9.76
Government/Public 12,071 2.1 25,349 8.3% 3,420,665 $23.07 Total 276,022 304,011 100.0% 138,203,688
Employment Change data based on SCAG 2020 RTP/SCS; Trip Generation based on ITE (2021); Change in Square Feet conversion factor based on Cordoba (1990), OCTA (2001), SCAG (2001) and County of Riverside (2015). 12 The median trip generation rate for ‘Retail’ and ‘Service’ was reduced to reflect the influence of pass-by trips using the weekday PM peak median pass-by trip rate for select uses as derived from the ITE Trip Generation Manual (11th Edition) (September 2021).
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TUMF Nexus Study – 2024 Program Update September 9, 2024 64 7.0 CONCLUSIONS
Based on the results of the Nexus Study evaluation, there is reasonable relationship between the cumulative regional transportation impacts of new land development projects in Western Riverside County and the need to mitigate these transportation impacts using funds levied through the ongoing TUMF Program. Factors that reflect this reasonable relationship include:
 Western Riverside County is expected to continue growing because of future new development.
 Continuing new growth will result in increasing congestion on arterial roadways.  The future arterial roadway congestion is directly attributable to the cumulative regional transportation impacts of future development in Western Riverside County.  Capacity improvements to the transportation system will be needed to mitigate the cumulative regional impacts of new development.
 Roads on the TUMF network are the facilities that merit improvement through this fee program.
 Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automobile travel.

The Nexus Study evaluation has established a proportional “fair share” of the improvement cost attributable to new development based on the impacts of existing development and the availability of obligated funding through traditional sources.

Furthermore, the Nexus Study evaluation has divided the fair share of the cost to mitigate the cumulative regional impacts of future new development in Western Riverside County in rough proportionality to the cumulative impacts of future residential and non-residential development in the region. The respective fee allocable to future new residential and non-residential development in Western Riverside County is summarized for differing use types in Table 7.1.

Table 7.1 - Transportation Uniform Mitigation Fee for Western Riverside County Land Use Type Units Development
Change Fee Per Unit Total Revenue ($ million)
Single Family Residential DU 167,491 $15,476 $2,592.0
Multi Family Residential DU 90,335 $7,816 $706.1
Industrial SF GFA 61,489,565 $2.33 $143.1
Retail SF GFA 6,557,500 $11.21 $73.5
Service SF GFA 66,735,957 $9.76 $651.1
Government/Public SF GFA 3,420,665 $23.07 $78.9
MAXIMUM TUMF VALUE $4,244.6
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TUMF Nexus Study – 2024 Program Update September 9, 2024 65 8.0 APPENDICES
The following Appendices incorporate the extent of materials used to support the development of the WRCOG TUMF Nexus Study and, where appropriate, specifically the 2024 Update. The respective Appendices also incorporate an explanation of the methodology and assumptions used to develop the various elements of the Nexus Study.

These Appendices represent a compilation of materials derived from a variety of technical resources. Each of the following Appendices relate to the development of a specific element of the Nexus Study. These Appendices are as follows:

Appendix A - List of WRCOG Committees
Appendix B - Western Riverside County Population and Employment Growth 2018 – 2045
Appendix C - Western Riverside County Traffic Growth 2018 – 2045 Appendix D - Western Riverside County Transit System Ridership 2018 – 2045 Appendix E - Western Riverside County Regional System of Highways and Arterials Performance Measures
Appendix F - TUMF Network Cost Assumptions
Appendix G - TUMF 2024 Program Update Disposition of Network Change Requests Appendix H - TUMF Network Cost Estimate and Evaluation
Appendix I - Western Riverside County Regional Trip Distribution Appendix J - Western Riverside County Regional Trip Purpose Appendix K - Residential Fee Calculation
Appendix L - Non-Residential Fee Calculation
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TUMF Nexus Study – 2024 Program Update September 9, 2024 A-1
Appendix A - List of WRCOG Committees
WRCOG Executive Committee
Sheri Flynn City of Banning
Mike Lara City of Beaumont
Wendy Hewitt City of Calimesa
Mark Terry City of Canyon Lake
Jacque Casillas (2nd Vice-Chair) City of Corona
Christian Dinco City of Eastvale
Jackie Peterson City of Hemet
Chris Barajas (Past Chair) City of Jurupa Valley
Brian Tisdale City of Lake Elsinore
Bob Karwin City of Menifee
Elena Baca-Santa Cruz City of Moreno Valley
Lisa DeForest City of Murrieta
Kevin Bash City of Norco
Rita Rogers (Chair) City of Perris
Chuck Conder City of Riverside
Crystal Ruiz City of San Jacinto
James Stewart City of Temecula
Joseph Morabito City of Wildomar
Kevin Jeffries County of Riverside Dist. 1
Karen Spiegel County of Riverside Dist. 2
Chuck Washington County of Riverside Dist. 3
Yxstian Gutierrez County of Riverside Dist. 5
Phil Paule Eastern Municipal Water District
Dr. Edwin Gomez Riverside County Superintendent of
Schools (ex-officio)
Brenda Dennstedt (Vice-Chair) Western Water
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WRCOG Technical Advisory Committee
Doug Schulze City of Banning
Elizabeth Gibbs City of Beaumont
Will Kolbow City of Calimesa
Aaron Brown City of Canyon Lake
Brett Channing City of Corona
Mark Orme City of Eastvale
Mark Prestwich City of Hemet
Rod Butler (Past Chair) City of Jurupa Valley
Jason Simpson City of Lake Elsinore
Armando Villa City of Menifee
Mike Lee City of Moreno Valley
Kim Summers City of Murrieta
Lori Sassoon City of Norco
Clara Miramontes (Chair) City of Perris
Mike Futrell City of Riverside
Rob Johnson City of San Jacinto
Aaron Adams City of Temecula
Dan York City of Wildomar
Jeff Van Wagenen County of Riverside
Joe Mouawad Eastern Municipal Water District
Grace Martin March Joint Power Authority
Matt Snellings Riverside County Office of Education
Craig Miller Western Water
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WRCOG Planning Directors’ Committee
no new appointment made (as of 07/24/24) City of Banning Carole Kendrick City of Beaumont
Kelly Lucia City of Calimesa
Jim Morrisey City of Canyon Lake
Joanne Coletta City of Corona
David Murray City of Eastvale
Monique Alaniz-Flejter City of Hemet
Joe Perez (Chair) City of Jurupa Valley
Damaris Abraham City of Lake Elsinore
Cheryl Kitzerow City of Menifee
Sean Kelleher (2nd Vice-Chair) City of Moreno Valley
David Chantarangsu City of Murrieta
Alma Robles City of Norco
Kenneth Phung (Vice-Chair) City of Perris
Judy Eguez City of Riverside
Travis Randel City of San Jacinto
Matt Peters City of Temecula
Matthew Bassi City of Wildomar
John Hildebrand County of Riverside
Jeffrey Smith March Joint Powers Authority
Jennifer Nguyen Riverside Transit Agency
Ryan Shaw Western Water
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WRCOG Public Works Committee
Art Vela City of Banning
Robert Vestal City of Beaumont
Michael Thornton City of Calimesa
Stuart McKibben City of Canyon Lake
Savat Khamphou (Vice-Chair) City of Corona
Jimmy Chung City of Eastvale
Noah Rau City of Hemet
Paul Toor (Chair) City of Jurupa Valley
Remon Habib City of Lake Elsinore
Nick Fidler City of Menifee
Melissa Walker City of Moreno Valley
Bob Moehling City of Murrieta
Sam Nelson City of Norco
John Pourkazemi City of Perris
Gil Hernandez City of Riverside
Stuart McKibbin (Vice-Chair) City of San Jacinto
Patrick Thomas City of Temecula
Jason Farag City of Wildomar
Patricia Romo County of Riverside
Lauren Sotelo March Joint Powers Authority
Jillian Guizado Riverside County Transportation Commission Mauricio Alvarez Riverside Transit Agency
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WRCOG Finance Directors’ Committee
Lincoln Bogard City of Banning
Jennifer Ustation City of Beaumont
Celeste Reid City of Calimesa
Terry Shea City of Canyon Lake
Kim Sitton City of Corona
Amanda Wells City of Eastvale
vacant City of Hemet
June Overholt City of Jurupa Valley
Shannon Buckley City of Lake Elsinore
Travis Hickey City of Menifee
Launa Jimenez City of Moreno Valley
Javier Carcamo (Past Chair) City of Murrieta
Lisette Free City of Norco
Ernie Reyna (Chair) City of Perris
Kristie Thomas City of Riverside
Erika Gomez (2nd Vice-Chair) City of San Jacinto
Jennifer Hennessy City of Temecula
Adam Jantz City of Wildomar
Vacant County of Riverside
John Adams Eastern Municipal Water District
Grace Martin March Joint Power Authority
Dr. Ruth Perez Riverside County Office of Education
Kevin Mascaro Western Water
1138
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TUMF Nexus Study – 2024 Program Update September 9. 2024 B-1
Appendix B - Western Riverside County Population and Employment Growth 2008 – 2035 Although a variety of alternate demographic information is available for the purpose of quantifying population and household growth in Western Riverside County, it was determined that the data developed by SCAG to support the 2020 RTP/SCS represented the most comprehensive source of socioeconomic data (SED) for the sixcounty SCAG region that includes Riverside County. The SCAG 2020 RTP/SCS SED information is disaggregated to the level of traffic analysis zones (TAZ) that comprise inputs to RivCoM. These SED data by TAZ were extracted from RivCoM (specifically the TAZ_Data.CSV file located in the PopSyn output folder) and aggregated to correspond with the TUMF zones to support this update of the TUMF Nexus. The SCAG 2020 RTP/SCS SED data retrieved from RivCoM and used as the basis for the Nexus Update is summarized in this Appendix.

The SCAG employment data for 2018 and 2045 was provided for thirteen employment sectors consistent with the California Employment Development Department (EDD) Major Groups including: Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Retail Trade; Transportation, Warehousing and Utilities; Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service; and Government. For the purposes of the Nexus Study, the SCAG Employment Categories were aggregated to Industrial (Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Transportation, Warehousing and Utilities), Retail (Retail Trade), Service (Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service) and Government/Public Sector (Government). These four aggregated sector types were used as the basis for calculating the fee as described in Section 6.2. This Appendix includes tables detailing the SCAG RTP/SCS SED Employment Categories and corresponding North American Industry Classification System (NAICS) Categories that are included in each nonresidential sector type. 1139
EXHIBIT B-1
Western Riverside County Population, Households and Employment (2018) - SCAG 2020 RTP/SCS Base Year SED Type/Zone Central Northwest Pass San Jacinto Southwest Total Total Population 408,260 777,900 98,688 187,677 432,915 1,905,440 Single-Family 83,142 152,897 24,937 38,888 97,543 397,407 Multi-Family 26,889 63,591 8,661 26,055 31,970 157,166
Total Households 110,031 216,488 33,598 64,943 129,513 554,573 Farming, Natural Resources and Mining 799 3,431 559 1,625 2,080 8,494 Construction 6,245 31,914 1,807 2,067 13,290 55,323
Manufacturing 4,172 25,866 1,101 925 8,902 40,966
Wholesale Trade 8,428 9,269 268 546 6,490 25,001
Retail Trade 13,346 32,061 5,472 4,564 18,371 73,814
Transportation, Warehousing and Utilities 7,349 22,686 1,132 2,132 6,251 39,550 Information 425 2,073 496 177 863 4,034
Financial Activities 1,887 8,632 586 1,003 5,414 17,522 Professional and Business Service 7,834 32,973 3,434 1,630 13,532 59,403 Education and Health Service 20,423 76,884 6,092 13,659 29,192 146,250 Leisure and Hospitality 8,391 21,990 7,207 3,726 18,270 59,584 Other Service 2,834 10,603 1,244 1,891 5,338 21,910
Government 2,579 11,727 871 761 2,631 18,569
TUMF Industrial 26,993 93,166 4,867 7,295 37,013 169,334 TUMF Retail 13,346 32,061 5,472 4,564 18,371 73,814
TUMF Service 41,794 153,155 19,059 22,086 72,609 308,703 TUMF Government/Public Sector 2,579 11,727 871 761 2,631 18,569 Total Employment 84,712 290,109 30,269 34,706 130,624 570,420 Source: SCAG 2020 RTP/SCS
Population
Households
Employment
1140
EXHIBIT B-2
Western Riverside County Population, Households & Employment (2045) - SCAG 2020 RTP/SCS Horizon Year SED Type/Zone Central Northwest Pass San Jacinto Southwest Total Total Population 594,678 925,228 158,040 289,439 566,491 2,533,876 Single-Family 133,507 181,827 43,988 70,713 134,863 564,898 Multi-Family 53,555 79,359 14,362 43,654 56,571 247,501 Total Households 187,062 261,186 58,350 114,367 191,434 812,399 Farming, Natural Resources and Mining 712 2,212 527 1,218 2,001 6,670 Construction 18,304 48,533 3,186 5,861 20,236 96,120
Manufacturing 6,836 24,624 1,393 1,149 10,335 44,337
Wholesale Trade 6,150 9,048 324 559 6,529 22,610
Retail Trade 16,310 33,656 7,136 6,338 23,489 86,929
Transportation, Warehousing and Utilities 18,227 38,043 2,705 4,771 12,432 76,178 Information 642 2,166 476 191 1,116 4,591
Financial Activities 2,906 9,889 1,229 1,536 6,665 22,225 Professional and Business Service 14,214 41,712 6,016 4,518 21,058 87,518 Education and Health Service 52,764 111,454 13,803 25,739 51,118 254,878 Leisure and Hospitality 13,197 27,739 10,540 8,424 24,641 84,541 Other Service 5,148 13,062 1,532 2,838 6,625 29,205
Government 6,229 18,222 1,176 1,471 3,542 30,640
TUMF Industrial 50,229 122,460 8,135 13,558 51,533 245,915 TUMF Retail 16,310 33,656 7,136 6,338 23,489 86,929
TUMF Service 88,871 206,022 33,596 43,246 111,223 482,958 TUMF Government/Public Sector 6,229 18,222 1,176 1,471 3,542 30,640 Total Employment 161,639 380,360 50,043 64,613 189,787 846,442 Source: SCAG 2020 RTP/SCS
Population
Households
Employment
1141
EXHIBIT B-3
Western Riverside County Population, Households and Employment (2018 to 2045 Change) - SCAG 2020 RTP/SCS SED Type/Zone Central Northwest Pass San Jacinto Southwest Total Total Population 186,418 147,328 59,352 101,762 133,576 628,436 Single-Family 50,365 28,930 19,051 31,825 37,320 167,491 Multi-Family 26,666 15,768 5,701 17,599 24,601 90,335
Total Households 77,031 44,698 24,752 49,424 61,921 257,826 Farming, Natural Resources and Mining -87 -1,219 -32 -407 -79 -1,824 Construction 12,059 16,619 1,379 3,794 6,946 40,797
Manufacturing 2,664 -1,242 292 224 1,433 3,371
Wholesale Trade -2,278 -221 56 13 39 -2,391
Retail Trade 2,964 1,595 1,664 1,774 5,118 13,115
Transportation, Warehousing and Utilities 10,878 15,357 1,573 2,639 6,181 36,628 Information 217 93 -20 14 253 557
Financial Activities 1,019 1,257 643 533 1,251 4,703
Professional and Business Service 6,380 8,739 2,582 2,888 7,526 28,115 Education and Health Service 32,341 34,570 7,711 12,080 21,926 108,628 Leisure and Hospitality 4,806 5,749 3,333 4,698 6,371 24,957 Other Service 2,314 2,459 288 947 1,287 7,295
Government 3,650 6,495 305 710 911 12,071
TUMF Industrial 23,236 29,294 3,268 6,263 14,520 76,581 TUMF Retail 2,964 1,595 1,664 1,774 5,118 13,115
TUMF Service 47,077 52,867 14,537 21,160 38,614 174,255 TUMF Government/Public Sector 3,650 6,495 305 710 911 12,071 Total Employment 76,927 90,251 19,774 29,907 59,163 276,022 Source: SCAG 2020 RTP/SCS
Population
Households
Employment
1142
Exhibit B-4a - TUMF 2024 Nexus Update
Western Riverside County Population, Households and Employment (2018-2045) SED Type/Zone 2018 2045 Change Percent
Total Population 1,905,440 2,533,876 628,436 33%
Total Households 554,573 812,399 257,826 46%
Single-Family 397,407 564,898 167,491 42%
Multi-Family 157,166 247,501 90,335 57%
Total Employment 570,420 846,442 276,022 48%
TUMF Industrial 169,334 245,915 76,581 45%
TUMF Retail 73,814 86,929 13,115 18%
TUMF Service 308,703 482,958 174,255 56%
TUMF Government/Public Sector 18,569 30,640 12,071 65%
Source: SCAG 2020 RTP/SCS
Exhibit B-4b - TUMF 2016 Nexus Update
Western Riverside County Population, Households and Employment (2012-2040) SED Type/Zone 2012 2040 Change Percent
Total Population 1,773,935 2,429,633 655,698 37%
Total Households 525,149 775,231 250,082 48%
Single-Family 366,588 539,631 173,043 47%
Multi-Family 158,561 235,600 77,039 49%
Total Employment 460,787 861,455 400,668 87%
TUMF Industrial 120,736 201,328 80,592 67%
TUMF Retail 65,888 101,729 35,841 54%
TUMF Service 253,372 528,092 274,720 108%
TUMF Government/Public Sector 20,791 30,306 9,515 46%
Source: SCAG 2016 RTP/SCS
1143
Exhibit B-4c - TUMF 2016 Nexus Update to 2024 Nexus Update Comparison Western Riverside County Population, Households and Employment (Existing to Future Change) SED Type/Zone 2016 Update
(2012-2040)
2024 Update
(2018-2045) Difference Percent
Total Population 655,698 628,436 -27,262 -4%
Total Households 250,082 257,826 7,744 3%
Single-Family 173,043 167,491 -5,552 -3%
Multi-Family 77,039 90,335 13,296 17%
Total Employment 400,668 276,022 -124,646 -31%
TUMF Industrial 80,592 76,581 -4,011 -5%
TUMF Retail 35,841 13,115 -22,726 -63%
TUMF Service 274,720 174,255 -100,465 -37%
TUMF Government/Public Sector 9,515 12,071 2,556 27%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS
1144
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 B-7
EXHIBIT B-4d
Western Riverside County Population, Households and Employment Change (2012 to 2040 and 2018 to 2045) TUMF 2016 Nexus Update Comparison to TUMF 2024 Nexus Update Sources:

Year 2012 to Year 2040 Growth (2016 Nexus Update): SCAG 2016 RTP/SCS; WSP, April 2016 Year 2018 to Year 2045 Growth (2024 Nexus Update): SCAG 2020 RTP/SCS 1145
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 B-8
EXHIBIT B-4e
Difference in Population, Households and Employment Growth in Western Riverside County TUMF 2016 Nexus Update Comparison to TUMF 2024 Nexus Update Source:

Year 2012 to Year 2040 Growth (2016 Nexus Update): SCAG 2016 RTP/SCS; WSP, April 2016 Year 2018 to Year 2045 Growth (2024 Nexus Update): SCAG 2020 RTP/SCS 1146
EXHIBIT B-5a
TUMF Non-Residential Category Detailed NAICS Correspondence Summary SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title Industrial
Farming, Natural Resources and Mining
11 Agriculture, Forestry, Fishing and Hunting
111 Crop Production
112 Animal Production and Aquaculture
113 Forestry and Logging
114 Fishing, Hunting and Trapping
115 Support Activities for Agriculture and Forestry
21 Mining, Quarrying, and Oil and Gas Extraction
211 Oil and Gas Extraction
212 Mining (except Oil and Gas)
213 Support Activities for Mining
Construction
23 Construction
236 Construction of Buildings
237 Heavy and Civil Engineering Construction
238 Specialty Trade Contractors
Manufacturing
31-33 Manufacturing
311 Food Manufacturing
312 Beverage and Tobacco Product Manufacturing
313 Textile Mills
314 Textile Product Mills
315 Apparel Manufacturing
316 Leather and Allied Product Manufacturing
321 Wood Product Manufacturing
322 Paper Manufacturing
323 Printing and Related Support Activities
324 Petroleum and Coal Products Manufacturing
325 Chemical Manufacturing
326 Plastics and Rubber Products Manufacturing
327 Nonmetallic Mineral Product Manufacturing
331 Primary Metal Manufacturing
332 Fabricated Metal Product Manufacturing
333 Machinery Manufacturing
334 Computer and Electronic Product Manufacturing
335 Electrical Equipment, Appliance, and Component Manufacturing 337 Furniture and Related Product Manufacturing
339 Miscellaneous Manufacturing
Wholesale Trade
42 Wholesale Trade
423 Merchant Wholesalers, Durable Goods
424 Merchant Wholesalers, Nondurable Goods
425 Wholesale Trade Agents and Brokers
Transportation, Warehousing and Utilities
22 Utilities
221 Utilities
48-49 Transportation and Warehousing
481 Air Transportation
482 Rail Transportation
483 Water Transportation
484 Truck Transportation
485 Transit and Ground Passenger Transportation
486 Pipeline Transportation
487 Scenic and Sightseeing Transportation
488 Support Activities for Transportation
491 Postal Service
492 Couriers and Messengers
493 Warehousing and Storage
Retail
Retail Trade
44-45 Retail Trade
441 Motor Vehicle and Parts Dealers
444 Building Material and Garden Equipment and Supplies Dealers 445 Food and Beverage Retailers
449 Furniture, Home Furnishings, Electronics, and Appliance Retailers 455 General Merchandise Retailers
456 Health and Personal Care Retailers
457 Gasoline Stations and Fuel Dealers
458 Clothing, Clothing Accessories, Shoe, and Jewelry Retailers 459 Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers TUMF Category
1147
TUMF Non-Residential Category Detailed NAICS Correspondence Summary SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category Service
Information
51 Information
512 Motion Picture and Sound Recording Industries
513 Publishing Industries
516 Broadcasting and Content Providers
517 Telecommunications
518 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 519 Web Search Portals, Libraries, Archives, and Other Information Services Financial Activities
52 Finance and Insurance
521 Monetary Authorities-Central Bank
522 Credit Intermediation and Related Activities
523 Securities, Commodity Contracts, and Other Financial Investments and Related Activities 524 Insurance Carriers and Related Activities
525 Funds, Trusts, and Other Financial Vehicles
53 Real Estate and Rental and Leasing
531 Real Estate
532 Rental and Leasing Services
533 Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) Professional and Business Services
54 Professional, Scientific, and Technical Services
541 Professional, Scientific, and Technical Services
55 Management of Companies and Enterprises
551 Management of Companies and Enterprises
56 Administrative and Support and Waste Management and Remediation Services 561 Administrative and Support Services
562 Waste Management and Remediation Services
Education and Health Services
61 Educational Services
611 Educational Services
62 Health Care and Social Assistance
621 Ambulatory Health Care Services
622 Hospitals
623 Nursing and Residential Care Facilities
624 Social Assistance
Leisure and Hospitality
71 Arts, Entertainment, and Recreation
711 Performing Arts, Spectator Sports, and Related Industries 712 Museums, Historical Sites, and Similar Institutions 713 Amusement, Gambling, and Recreation Industries
72 Accommodation and Food Services
721 Accommodation
722 Food Services and Drinking Places
Other Service
81 Other Services (except Public Administration)
811 Repair and Maintenance
812 Personal and Laundry Services
813 Religious, Grantmaking, Civic, Professional, and Similar Organizations 814 Private Households
Government/Public Sector
Government
92 Public Administration
921 Executive, Legislative, and Other General Government Support 922 Justice, Public Order, and Safety Activities
923 Administration of Human Resource Programs
924 Administration of Environmental Quality Programs
925 Administration of Housing Programs, Urban Planning, and Community Development 926 Administration of Economic Programs
927 Space Research and Technology
928 National Security and International Affairs
Source: SCAG 2020 RTP/SCS
California Employment Development Department (EDD)
US Census Bureau, North American Industry Classification System (NAICS), 2022 1148
EXHIBIT B-5b
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title Industrial
Farming, Natural Resources and Mining
11 Agriculture, Forestry, Fishing and Hunting
111 Crop Production
111110 Soybean Farming
111120 Oilseed (except Soybean) Farming
111130 Dry Pea and Bean Farming
111140 Wheat Farming
111150 Corn Farming
111160 Rice Farming
111191 Oilseed and Grain Combination Farming
111199 All Other Grain Farming
111211 Potato Farming
111219 Other Vegetable (except Potato) and Melon Farming 111310 Orange Groves
111320 Citrus (except Orange) Groves
111331 Apple Orchards
111332 Grape Vineyards
111333 Strawberry Farming
111334 Berry (except Strawberry) Farming
111335 Tree Nut Farming
111336 Fruit and Tree Nut Combination Farming
111339 Other Noncitrus Fruit Farming
111411 Mushroom Production
111419 Other Food Crops Grown Under Cover
111421 Nursery and Tree Production
111422 Floriculture Production
111910 Tobacco Farming
111920 Cotton Farming
111930 Sugarcane Farming
111940 Hay Farming
111991 Sugar Beet Farming
111992 Peanut Farming
111998 All Other Miscellaneous Crop Farming
112 Animal Production and Aquaculture
112111 Beef Cattle Ranching and Farming
112112 Cattle Feedlots
112120 Dairy Cattle and Milk Production
112130 Dual-Purpose Cattle Ranching and Farming
112210 Hog and Pig Farming
112310 Chicken Egg Production
112320 Broilers and Other Meat Type Chicken Production
112330 Turkey Production
112340 Poultry Hatcheries
112390 Other Poultry Production
112410 Sheep Farming
112420 Goat Farming
112511 Finfish Farming and Fish Hatcheries
112512 Shellfish Farming
112519 Other Aquaculture
112910 Apiculture
112920 Horses and Other Equine Production
112930 Fur-Bearing Animal and Rabbit Production
112990 All Other Animal Production
113 Forestry and Logging
113110 Timber Tract Operations
113210 Forest Nurseries and Gathering of Forest Products 113310 Logging
114 Fishing, Hunting and Trapping
114111 Finfish Fishing
114112 Shellfish Fishing
114119 Other Marine Fishing
114210 Hunting and Trapping
115 Support Activities for Agriculture and Forestry
115111 Cotton Ginning
115112 Soil Preparation, Planting, and Cultivating
115113 Crop Harvesting, Primarily by Machine
115114 Postharvest Crop Activities (except Cotton Ginning) 115115 Farm Labor Contractors and Crew Leaders
115116 Farm Management Services
115210 Support Activities for Animal Production
115310 Support Activities for Forestry
21 Mining, Quarrying, and Oil and Gas Extraction
211 Oil and Gas Extraction
211120 Crude Petroleum Extraction
211130 Natural Gas Extraction
212 Mining (except Oil and Gas)
212114 Surface Coal Mining
212115 Underground Coal Mining
212210 Iron Ore Mining
212220 Gold Ore and Silver Ore Mining
212230 Copper, Nickel, Lead, and Zinc Mining
212290 Other Metal Ore Mining
212311 Dimension Stone Mining and Quarrying
212312 Crushed and Broken Limestone Mining and Quarrying 212313 Crushed and Broken Granite Mining and Quarrying
212319 Other Crushed and Broken Stone Mining and Quarrying 212321 Construction Sand and Gravel Mining
212322 Industrial Sand Mining
212323 Kaolin, Clay, and Ceramic and Refractory Minerals Mining 212390 Other Nonmetallic Mineral Mining and Quarrying
213 Support Activities for Mining
213111 Drilling Oil and Gas Wells
213112 Support Activities for Oil and Gas Operations
213113 Support Activities for Coal Mining
213114 Support Activities for Metal Mining
213115 Support Activities for Nonmetallic Minerals (except Fuels) Mining TUMF Category
1149
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Construction
23 Construction
236 Construction of Buildings
236115 New Single-Family Housing Construction (except For-Sale Builders) 236116 New Multifamily Housing Construction (except For-Sale Builders) 236117 New Housing For-Sale Builders
236118 Residential Remodelers
236210 Industrial Building Construction
236220 Commercial and Institutional Building Construction 237 Heavy and Civil Engineering Construction
237110 Water and Sewer Line and Related Structures Construction 237120 Oil and Gas Pipeline and Related Structures Construction 237130 Power and Communication Line and Related Structures Construction 237210 Land Subdivision
237310 Highway, Street, and Bridge Construction
237990 Other Heavy and Civil Engineering Construction
238 Specialty Trade Contractors
238110 Poured Concrete Foundation and Structure Contractors 238120 Structural Steel and Precast Concrete Contractors 238130 Framing Contractors
238140 Masonry Contractors
238150 Glass and Glazing Contractors
238160 Roofing Contractors
238170 Siding Contractors
238190 Other Foundation, Structure, and Building Exterior Contractors 238210 Electrical Contractors and Other Wiring Installation Contractors 238220 Plumbing, Heating, and Air-Conditioning Contractors 238290 Other Building Equipment Contractors
238310 Drywall and Insulation Contractors
238320 Painting and Wall Covering Contractors
238330 Flooring Contractors
238340 Tile and Terrazzo Contractors
238350 Finish Carpentry Contractors
238390 Other Building Finishing Contractors
238910 Site Preparation Contractors
238990 All Other Specialty Trade Contractors
Manufacturing
31-33 Manufacturing
311 Food Manufacturing
311111 Dog and Cat Food Manufacturing
311119 Other Animal Food Manufacturing
311211 Flour Milling
311212 Rice Milling
311213 Malt Manufacturing
311221 Wet Corn Milling and Starch Manufacturing
311224 Soybean and Other Oilseed Processing
311225 Fats and Oils Refining and Blending
311230 Breakfast Cereal Manufacturing
311313 Beet Sugar Manufacturing
311314 Cane Sugar Manufacturing
311340 Nonchocolate Confectionery Manufacturing
311351 Chocolate and Confectionery Manufacturing from Cacao Beans 311352 Confectionery Manufacturing from Purchased Chocolate 311411 Frozen Fruit, Juice, and Vegetable Manufacturing 311412 Frozen Specialty Food Manufacturing
311421 Fruit and Vegetable Canning
311422 Specialty Canning
311423 Dried and Dehydrated Food Manufacturing
311511 Fluid Milk Manufacturing
311512 Creamery Butter Manufacturing
311513 Cheese Manufacturing
311514 Dry, Condensed, and Evaporated Dairy Product Manufacturing 311520 Ice Cream and Frozen Dessert Manufacturing
311611 Animal (except Poultry) Slaughtering
311612 Meat Processed from Carcasses
311613 Rendering and Meat Byproduct Processing
311615 Poultry Processing
311710 Seafood Product Preparation and Packaging
311811 Retail Bakeries
311812 Commercial Bakeries
311813 Frozen Cakes, Pies, and Other Pastries Manufacturing 311821 Cookie and Cracker Manufacturing
311824 Dry Pasta, Dough, and Flour Mixes Manufacturing from Purchased Flour 311830 Tortilla Manufacturing
311911 Roasted Nuts and Peanut Butter Manufacturing
311919 Other Snack Food Manufacturing
311920 Coffee and Tea Manufacturing
311930 Flavoring Syrup and Concentrate Manufacturing
311941 Mayonnaise, Dressing, and Other Prepared Sauce Manufacturing 311942 Spice and Extract Manufacturing
311991 Perishable Prepared Food Manufacturing
311999 All Other Miscellaneous Food Manufacturing
312 Beverage and Tobacco Product Manufacturing
312111 Soft Drink Manufacturing
312112 Bottled Water Manufacturing
312113 Ice Manufacturing
312120 Breweries
312130 Wineries
312140 Distilleries
312230 Tobacco Manufacturing
313 Textile Mills
313110 Fiber, Yarn, and Thread Mills
313210 Broadwoven Fabric Mills
313220 Narrow Fabric Mills and Schiffli Machine Embroidery 313230 Nonwoven Fabric Mills
313240 Knit Fabric Mills
313310 Textile and Fabric Finishing Mills
313320 Fabric Coating Mills
314 Textile Product Mills
314110 Carpet and Rug Mills
314120 Curtain and Linen Mills
314910 Textile Bag and Canvas Mills
314994 Rope, Cordage, Twine, Tire Cord, and Tire Fabric Mills 314999 All Other Miscellaneous Textile Product Mills
315 Apparel Manufacturing
315120 Apparel Knitting Mills
315210 Cut and Sew Apparel Contractors
315250 Cut and Sew Apparel Manufacturing (except Contractors) 315990 Apparel Accessories and Other Apparel Manufacturing 316 Leather and Allied Product Manufacturing
316110 Leather and Hide Tanning and Finishing
316210 Footwear Manufacturing
316990 Other Leather and Allied Product Manufacturing
1150
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
321 Wood Product Manufacturing
321113 Sawmills
321114 Wood Preservation
321211 Hardwood Veneer and Plywood Manufacturing
321212 Softwood Veneer and Plywood Manufacturing
321215 Engineered Wood Member Manufacturing
321219 Reconstituted Wood Product Manufacturing
321911 Wood Window and Door Manufacturing
321912 Cut Stock, Resawing Lumber, and Planing
321918 Other Millwork (including Flooring)
321920 Wood Container and Pallet Manufacturing
321991 Manufactured Home (Mobile Home) Manufacturing
321992 Prefabricated Wood Building Manufacturing
321999 All Other Miscellaneous Wood Product Manufacturing 322 Paper Manufacturing
322110 Pulp Mills
322120 Paper Mills
322130 Paperboard Mills
322211 Corrugated and Solid Fiber Box Manufacturing
322212 Folding Paperboard Box Manufacturing
322219 Other Paperboard Container Manufacturing
322220 Paper Bag and Coated and Treated Paper Manufacturing 322230 Stationery Product Manufacturing
322291 Sanitary Paper Product Manufacturing
322299 All Other Converted Paper Product Manufacturing
323 Printing and Related Support Activities
323111 Commercial Printing (except Screen and Books)
323113 Commercial Screen Printing
323117 Books Printing
323120 Support Activities for Printing
324 Petroleum and Coal Products Manufacturing
324110 Petroleum Refineries
324121 Asphalt Paving Mixture and Block Manufacturing
324122 Asphalt Shingle and Coating Materials Manufacturing 324191 Petroleum Lubricating Oil and Grease Manufacturing 324199 All Other Petroleum and Coal Products Manufacturing 325 Chemical Manufacturing
325110 Petrochemical Manufacturing
325120 Industrial Gas Manufacturing
325130 Synthetic Dye and Pigment Manufacturing
325180 Other Basic Inorganic Chemical Manufacturing
325193 Ethyl Alcohol Manufacturing
325194 Cyclic Crude, Intermediate, and Gum and Wood Chemical Manufacturing 325199 All Other Basic Organic Chemical Manufacturing
325211 Plastics Material and Resin Manufacturing
325212 Synthetic Rubber Manufacturing
325220 Artificial and Synthetic Fibers and Filaments Manufacturing 325311 Nitrogenous Fertilizer Manufacturing
325312 Phosphatic Fertilizer Manufacturing
325314 Fertilizer (Mixing Only) Manufacturing
325315 Compost Manufacturing
325320 Pesticide and Other Agricultural Chemical Manufacturing 325411 Medicinal and Botanical Manufacturing
325412 Pharmaceutical Preparation Manufacturing
325413 In-Vitro Diagnostic Substance Manufacturing
325414 Biological Product (except Diagnostic) Manufacturing 325510 Paint and Coating Manufacturing
325520 Adhesive Manufacturing
325611 Soap and Other Detergent Manufacturing
325612 Polish and Other Sanitation Good Manufacturing
325613 Surface Active Agent Manufacturing
325620 Toilet Preparation Manufacturing
325910 Printing Ink Manufacturing
325920 Explosives Manufacturing
325991 Custom Compounding of Purchased Resins
325992 Photographic Film, Paper, Plate, Chemical, and Copy Toner Manufacturing 325998 All Other Miscellaneous Chemical Product and Preparation Manufacturing 326 Plastics and Rubber Products Manufacturing
326111 Plastics Bag and Pouch Manufacturing
326112 Plastics Packaging Film and Sheet (including Laminated) Manufacturing 326113 Unlaminated Plastics Film and Sheet (except Packaging) Manufacturing 326121 Unlaminated Plastics Profile Shape Manufacturing 326122 Plastics Pipe and Pipe Fitting Manufacturing
326130 Laminated Plastics Plate, Sheet (except Packaging), and Shape Manufacturing 326140 Polystyrene Foam Product Manufacturing
326150 Urethane and Other Foam Product (except Polystyrene) Manufacturing 326160 Plastics Bottle Manufacturing
326191 Plastics Plumbing Fixture Manufacturing
326199 All Other Plastics Product Manufacturing
326211 Tire Manufacturing (except Retreading)
326212 Tire Retreading
326220 Rubber and Plastics Hoses and Belting Manufacturing 326291 Rubber Product Manufacturing for Mechanical Use
326299 All Other Rubber Product Manufacturing
327 Nonmetallic Mineral Product Manufacturing
327110 Pottery, Ceramics, and Plumbing Fixture Manufacturing 327120 Clay Building Material and Refractories Manufacturing 327211 Flat Glass Manufacturing
327212 Other Pressed and Blown Glass and Glassware Manufacturing 327213 Glass Container Manufacturing
327215 Glass Product Manufacturing Made of Purchased Glass 327310 Cement Manufacturing
327320 Ready-Mix Concrete Manufacturing
327331 Concrete Block and Brick Manufacturing
327332 Concrete Pipe Manufacturing
327390 Other Concrete Product Manufacturing
327410 Lime Manufacturing
327420 Gypsum Product Manufacturing
327910 Abrasive Product Manufacturing
327991 Cut Stone and Stone Product Manufacturing
327992 Ground or Treated Mineral and Earth Manufacturing 327993 Mineral Wool Manufacturing
327999 All Other Miscellaneous Nonmetallic Mineral Product Manufacturing 1151
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
331 Primary Metal Manufacturing
331110 Iron and Steel Mills and Ferroalloy Manufacturing 331210 Iron and Steel Pipe and Tube Manufacturing from Purchased Steel 331221 Rolled Steel Shape Manufacturing
331222 Steel Wire Drawing
331313 Alumina Refining and Primary Aluminum Production 331314 Secondary Smelting and Alloying of Aluminum
331315 Aluminum Sheet, Plate, and Foil Manufacturing
331318 Other Aluminum Rolling, Drawing, and Extruding
331410 Nonferrous Metal (except Aluminum) Smelting and Refining 331420 Copper Rolling, Drawing, Extruding, and Alloying 331491 Nonferrous Metal (except Copper and Aluminum) Rolling, Drawing, and Extruding 331492 Secondary Smelting, Refining, and Alloying of Nonferrous Metal (except Copper and Aluminum) 331511 Iron Foundries
331512 Steel Investment Foundries
331513 Steel Foundries (except Investment)
331523 Nonferrous Metal Die-Casting Foundries
331524 Aluminum Foundries (except Die-Casting)
331529 Other Nonferrous Metal Foundries (except Die-Casting) 332 Fabricated Metal Product Manufacturing
332111 Iron and Steel Forging
332112 Nonferrous Forging
332114 Custom Roll Forming
332117 Powder Metallurgy Part Manufacturing
332119 Metal Crown, Closure, and Other Metal Stamping (except Automotive) 332215 Metal Kitchen Cookware, Utensil, Cutlery, and Flatware (except Precious) Manufacturing 332216 Saw Blade and Handtool Manufacturing
332311 Prefabricated Metal Building and Component Manufacturing 332312 Fabricated Structural Metal Manufacturing
332313 Plate Work Manufacturing
332321 Metal Window and Door Manufacturing
332322 Sheet Metal Work Manufacturing
332323 Ornamental and Architectural Metal Work Manufacturing 332410 Power Boiler and Heat Exchanger Manufacturing
332420 Metal Tank (Heavy Gauge) Manufacturing
332431 Metal Can Manufacturing
332439 Other Metal Container Manufacturing
332510 Hardware Manufacturing
332613 Spring Manufacturing
332618 Other Fabricated Wire Product Manufacturing
332710 Machine Shops
332721 Precision Turned Product Manufacturing
332722 Bolt, Nut, Screw, Rivet, and Washer Manufacturing 332811 Metal Heat Treating
332812 Metal Coating, Engraving (except Jewelry and Silverware), and Allied Services to Manufacturers 332813 Electroplating, Plating, Polishing, Anodizing, and Coloring 332911 Industrial Valve Manufacturing
332912 Fluid Power Valve and Hose Fitting Manufacturing 332913 Plumbing Fixture Fitting and Trim Manufacturing
332919 Other Metal Valve and Pipe Fitting Manufacturing 332991 Ball and Roller Bearing Manufacturing
332992 Small Arms Ammunition Manufacturing
332993 Ammunition (except Small Arms) Manufacturing
332994 Small Arms, Ordnance, and Ordnance Accessories Manufacturing 332996 Fabricated Pipe and Pipe Fitting Manufacturing
332999 All Other Miscellaneous Fabricated Metal Product Manufacturing 333 Machinery Manufacturing
333111 Farm Machinery and Equipment Manufacturing
333112 Lawn and Garden Tractor and Home Lawn and Garden Equipment Manufacturing 333120 Construction Machinery Manufacturing
333131 Mining Machinery and Equipment Manufacturing
333132 Oil and Gas Field Machinery and Equipment Manufacturing 333241 Food Product Machinery Manufacturing
333242 Semiconductor Machinery Manufacturing
333243 Sawmill, Woodworking, and Paper Machinery Manufacturing 333248 All Other Industrial Machinery Manufacturing
333310 Commercial and Service Industry Machinery Manufacturing 333413 Industrial and Commercial Fan and Blower and Air Purification Equipment Manufacturing 333414 Heating Equipment (except Warm Air Furnaces) Manufacturing 333415 Air-Conditioning and Warm Air Heating Equipment and Commercial and Industrial Refrigeration Equipment Manufacturing 333511 Industrial Mold Manufacturing
333514 Special Die and Tool, Die Set, Jig, and Fixture Manufacturing 333515 Cutting Tool and Machine Tool Accessory Manufacturing 333517 Machine Tool Manufacturing
333519 Rolling Mill and Other Metalworking Machinery Manufacturing 333611 Turbine and Turbine Generator Set Units Manufacturing 333612 Speed Changer, Industrial High-Speed Drive, and Gear Manufacturing 333613 Mechanical Power Transmission Equipment Manufacturing 333618 Other Engine Equipment Manufacturing
333912 Air and Gas Compressor Manufacturing
333914 Measuring, Dispensing, and Other Pumping Equipment Manufacturing 333921 Elevator and Moving Stairway Manufacturing
333922 Conveyor and Conveying Equipment Manufacturing
333923 Overhead Traveling Crane, Hoist, and Monorail System Manufacturing 333924 Industrial Truck, Tractor, Trailer, and Stacker Machinery Manufacturing 333991 Power-Driven Handtool Manufacturing
333992 Welding and Soldering Equipment Manufacturing
333993 Packaging Machinery Manufacturing
333994 Industrial Process Furnace and Oven Manufacturing 333995 Fluid Power Cylinder and Actuator Manufacturing
333996 Fluid Power Pump and Motor Manufacturing
333998 All Other Miscellaneous General Purpose Machinery Manufacturing 334 Computer and Electronic Product Manufacturing
334111 Electronic Computer Manufacturing
334112 Computer Storage Device Manufacturing
334118 Computer Terminal and Other Computer Peripheral Equipment Manufacturing 334210 Telephone Apparatus Manufacturing
334220 Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing 334290 Other Communications Equipment Manufacturing
334310 Audio and Video Equipment Manufacturing
334412 Bare Printed Circuit Board Manufacturing
334413 Semiconductor and Related Device Manufacturing
334416 Capacitor, Resistor, Coil, Transformer, and Other Inductor Manufacturing 334417 Electronic Connector Manufacturing
334418 Printed Circuit Assembly (Electronic Assembly) Manufacturing 334419 Other Electronic Component Manufacturing
334510 Electromedical and Electrotherapeutic Apparatus Manufacturing 334511 Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing 334512 Automatic Environmental Control Manufacturing for Residential, Commercial, and Appliance Use 334513 Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables 334514 Totalizing Fluid Meter and Counting Device Manufacturing 334515 Instrument Manufacturing for Measuring and Testing Electricity and Electrical Signals 334516 Analytical Laboratory Instrument Manufacturing
334517 Irradiation Apparatus Manufacturing
334519 Other Measuring and Controlling Device Manufacturing 334610 Manufacturing and Reproducing Magnetic and Optical Media 1152
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
335 Electrical Equipment, Appliance, and Component Manufacturing 335131 Residential Electric Lighting Fixture Manufacturing 335132 Commercial, Industrial, and Institutional Electric Lighting Fixture Manufacturing 335139 Electric Lamp Bulb and Other Lighting Equipment Manufacturing 335210 Small Electrical Appliance Manufacturing
335220 Major Household Appliance Manufacturing
335311 Power, Distribution, and Specialty Transformer Manufacturing 335312 Motor and Generator Manufacturing
335313 Switchgear and Switchboard Apparatus Manufacturing 335314 Relay and Industrial Control Manufacturing
335910 Battery Manufacturing
335921 Fiber Optic Cable Manufacturing
335929 Other Communication and Energy Wire Manufacturing 335931 Current-Carrying Wiring Device Manufacturing
335932 Noncurrent-Carrying Wiring Device Manufacturing
335991 Carbon and Graphite Product Manufacturing
335999 All Other Miscellaneous Electrical Equipment and Component Manufacturing 336 Transportation Equipment Manufacturing
336110 Automobile and Light Duty Motor Vehicle Manufacturing 336120 Heavy Duty Truck Manufacturing
336211 Motor Vehicle Body Manufacturing
336212 Truck Trailer Manufacturing
336213 Motor Home Manufacturing
336214 Travel Trailer and Camper Manufacturing
336310 Motor Vehicle Gasoline Engine and Engine Parts Manufacturing 336320 Motor Vehicle Electrical and Electronic Equipment Manufacturing 336330 Motor Vehicle Steering and Suspension Components (except Spring) Manufacturing 336340 Motor Vehicle Brake System Manufacturing
336350 Motor Vehicle Transmission and Power Train Parts Manufacturing 336360 Motor Vehicle Seating and Interior Trim Manufacturing 336370 Motor Vehicle Metal Stamping
336390 Other Motor Vehicle Parts Manufacturing
336411 Aircraft Manufacturing
336412 Aircraft Engine and Engine Parts Manufacturing
336413 Other Aircraft Parts and Auxiliary Equipment Manufacturing 336414 Guided Missile and Space Vehicle Manufacturing
336415 Guided Missile and Space Vehicle Propulsion Unit and Propulsion Unit Parts Manufacturing 336419 Other Guided Missile and Space Vehicle Parts and Auxiliary Equipment Manufacturing 336510 Railroad Rolling Stock Manufacturing
336611 Ship Building and Repairing
336612 Boat Building
336991 Motorcycle, Bicycle, and Parts Manufacturing
336992 Military Armored Vehicle, Tank, and Tank Component Manufacturing 336999 All Other Transportation Equipment Manufacturing 337 Furniture and Related Product Manufacturing
337110 Wood Kitchen Cabinet and Countertop Manufacturing 337121 Upholstered Household Furniture Manufacturing
337122 Nonupholstered Wood Household Furniture Manufacturing 337126 Household Furniture (except Wood and Upholstered) Manufacturing 337127 Institutional Furniture Manufacturing
337211 Wood Office Furniture Manufacturing
337212 Custom Architectural Woodwork and Millwork Manufacturing 337214 Office Furniture (except Wood) Manufacturing
337215 Showcase, Partition, Shelving, and Locker Manufacturing 337910 Mattress Manufacturing
337920 Blind and Shade Manufacturing
339 Miscellaneous Manufacturing
339112 Surgical and Medical Instrument Manufacturing
339113 Surgical Appliance and Supplies Manufacturing
339114 Dental Equipment and Supplies Manufacturing
339115 Ophthalmic Goods Manufacturing
339116 Dental Laboratories
339910 Jewelry and Silverware Manufacturing
339920 Sporting and Athletic Goods Manufacturing
339930 Doll, Toy, and Game Manufacturing
339940 Office Supplies (except Paper) Manufacturing
339950 Sign Manufacturing
339991 Gasket, Packing, and Sealing Device Manufacturing 339992 Musical Instrument Manufacturing
339993 Fastener, Button, Needle, and Pin Manufacturing
339994 Broom, Brush, and Mop Manufacturing
339995 Burial Casket Manufacturing
339999 All Other Miscellaneous Manufacturing
Wholesale Trade
42 Wholesale Trade
423 Merchant Wholesalers, Durable Goods
423110 Automobile and Other Motor Vehicle Merchant Wholesalers 423120 Motor Vehicle Supplies and New Parts Merchant Wholesalers 423130 Tire and Tube Merchant Wholesalers
423140 Motor Vehicle Parts (Used) Merchant Wholesalers
423210 Furniture Merchant Wholesalers
423220 Home Furnishing Merchant Wholesalers
423310 Lumber, Plywood, Millwork, and Wood Panel Merchant Wholesalers 423320 Brick, Stone, and Related Construction Material Merchant Wholesalers 423330 Roofing, Siding, and Insulation Material Merchant Wholesalers 423390 Other Construction Material Merchant Wholesalers 423410 Photographic Equipment and Supplies Merchant Wholesalers 423420 Office Equipment Merchant Wholesalers
423430 Computer and Computer Peripheral Equipment and Software Merchant Wholesalers 423440 Other Commercial Equipment Merchant Wholesalers
423450 Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers 423460 Ophthalmic Goods Merchant Wholesalers
423490 Other Professional Equipment and Supplies Merchant Wholesalers 423510 Metal Service Centers and Other Metal Merchant Wholesalers 423520 Coal and Other Mineral and Ore Merchant Wholesalers 423610 Electrical Apparatus and Equipment, Wiring Supplies, and Related Equipment Merchant Wholesalers 423620 Household Appliances, Electric Housewares, and Consumer Electronics Merchant Wholesalers 423690 Other Electronic Parts and Equipment Merchant Wholesalers 423710 Hardware Merchant Wholesalers
423720 Plumbing and Heating Equipment and Supplies (Hydronics) Merchant Wholesalers 423730 Warm Air Heating and Air-Conditioning Equipment and Supplies Merchant Wholesalers 423740 Refrigeration Equipment and Supplies Merchant Wholesalers 423810 Construction and Mining (except Oil Well) Machinery and Equipment Merchant Wholesalers 423820 Farm and Garden Machinery and Equipment Merchant Wholesalers 423830 Industrial Machinery and Equipment Merchant Wholesalers 423840 Industrial Supplies Merchant Wholesalers
423850 Service Establishment Equipment and Supplies Merchant Wholesalers 423860 Transportation Equipment and Supplies (except Motor Vehicle) Merchant Wholesalers 423910 Sporting and Recreational Goods and Supplies Merchant Wholesalers 423920 Toy and Hobby Goods and Supplies Merchant Wholesalers 423930 Recyclable Material Merchant Wholesalers
423940 Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers 423990 Other Miscellaneous Durable Goods Merchant Wholesalers 1153
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
424 Merchant Wholesalers, Nondurable Goods
424110 Printing and Writing Paper Merchant Wholesalers
424120 Stationery and Office Supplies Merchant Wholesalers 424130 Industrial and Personal Service Paper Merchant Wholesalers 424210 Drugs and Druggists' Sundries Merchant Wholesalers 424310 Piece Goods, Notions, and Other Dry Goods Merchant Wholesalers 424340 Footwear Merchant Wholesalers
424350 Clothing and Clothing Accessories Merchant Wholesalers 424410 General Line Grocery Merchant Wholesalers
424420 Packaged Frozen Food Merchant Wholesalers
424430 Dairy Product (except Dried or Canned) Merchant Wholesalers 424440 Poultry and Poultry Product Merchant Wholesalers 424450 Confectionery Merchant Wholesalers
424460 Fish and Seafood Merchant Wholesalers
424470 Meat and Meat Product Merchant Wholesalers
424480 Fresh Fruit and Vegetable Merchant Wholesalers
424490 Other Grocery and Related Products Merchant Wholesalers 424510 Grain and Field Bean Merchant Wholesalers
424520 Livestock Merchant Wholesalers
424590 Other Farm Product Raw Material Merchant Wholesalers 424610 Plastics Materials and Basic Forms and Shapes Merchant Wholesalers 424690 Other Chemical and Allied Products Merchant Wholesalers 424710 Petroleum Bulk Stations and Terminals
424720 Petroleum and Petroleum Products Merchant Wholesalers (except Bulk Stations and Terminals) 424810 Beer and Ale Merchant Wholesalers
424820 Wine and Distilled Alcoholic Beverage Merchant Wholesalers 424910 Farm Supplies Merchant Wholesalers
424920 Book, Periodical, and Newspaper Merchant Wholesalers 424930 Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers 424940 Tobacco Product and Electronic Cigarette Merchant Wholesalers 424950 Paint, Varnish, and Supplies Merchant Wholesalers 424990 Other Miscellaneous Nondurable Goods Merchant Wholesalers 425 Wholesale Trade Agents and Brokers
425120 Wholesale Trade Agents and Brokers
Transportation, Warehousing and Utilities
22 Utilities
221 Utilities
221111 Hydroelectric Power Generation
221112 Fossil Fuel Electric Power Generation
221113 Nuclear Electric Power Generation
221114 Solar Electric Power Generation
221115 Wind Electric Power Generation
221116 Geothermal Electric Power Generation
221117 Biomass Electric Power Generation
221118 Other Electric Power Generation
221121 Electric Bulk Power Transmission and Control
221122 Electric Power Distribution
221210 Natural Gas Distribution
221310 Water Supply and Irrigation Systems
221320 Sewage Treatment Facilities
221330 Steam and Air-Conditioning Supply
48-49 Transportation and Warehousing
481 Air Transportation
481111 Scheduled Passenger Air Transportation
481112 Scheduled Freight Air Transportation
481211 Nonscheduled Chartered Passenger Air Transportation 481212 Nonscheduled Chartered Freight Air Transportation 481219 Other Nonscheduled Air Transportation
482 Rail Transportation
482111 Line-Haul Railroads
482112 Short Line Railroads
483 Water Transportation
483111 Deep Sea Freight Transportation
483112 Deep Sea Passenger Transportation
483113 Coastal and Great Lakes Freight Transportation
483114 Coastal and Great Lakes Passenger Transportation 483211 Inland Water Freight Transportation
483212 Inland Water Passenger Transportation
484 Truck Transportation
484110 General Freight Trucking, Local
484121 General Freight Trucking, Long-Distance, Truckload 484122 General Freight Trucking, Long-Distance, Less Than Truckload 484210 Used Household and Office Goods Moving
484220 Specialized Freight (except Used Goods) Trucking, Local 484230 Specialized Freight (except Used Goods) Trucking, Long-Distance 485 Transit and Ground Passenger Transportation
485111 Mixed Mode Transit Systems
485112 Commuter Rail Systems
485113 Bus and Other Motor Vehicle Transit Systems
485119 Other Urban Transit Systems
485210 Interurban and Rural Bus Transportation
485310 Taxi and Ridesharing Services
485320 Limousine Service
485410 School and Employee Bus Transportation
485510 Charter Bus Industry
485991 Special Needs Transportation
485999 All Other Transit and Ground Passenger Transportation 486 Pipeline Transportation
486110 Pipeline Transportation of Crude Oil
486210 Pipeline Transportation of Natural Gas
486910 Pipeline Transportation of Refined Petroleum Products 486990 All Other Pipeline Transportation
487 Scenic and Sightseeing Transportation
487110 Scenic and Sightseeing Transportation, Land
487210 Scenic and Sightseeing Transportation, Water
487990 Scenic and Sightseeing Transportation, Other
488 Support Activities for Transportation
488111 Air Traffic Control
488119 Other Airport Operations
488190 Other Support Activities for Air Transportation
488210 Support Activities for Rail Transportation
488310 Port and Harbor Operations
488320 Marine Cargo Handling
488330 Navigational Services to Shipping
488390 Other Support Activities for Water Transportation 488410 Motor Vehicle Towing
488490 Other Support Activities for Road Transportation 488510 Freight Transportation Arrangement
488991 Packing and Crating
488999 All Other Support Activities for Transportation
491 Postal Service
491110 Postal Service
492 Couriers and Messengers
492110 Couriers and Express Delivery Services
492210 Local Messengers and Local Delivery
493 Warehousing and Storage
493110 General Warehousing and Storage
493120 Refrigerated Warehousing and Storage
493130 Farm Product Warehousing and Storage
493190 Other Warehousing and Storage
1154
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Retail
Retail Trade
44-45 Retail Trade
441 Motor Vehicle and Parts Dealers
441110 New Car Dealers
441120 Used Car Dealers
441210 Recreational Vehicle Dealers
441222 Boat Dealers
441227 Motorcycle, ATV, and All Other Motor Vehicle Dealers 441330 Automotive Parts and Accessories Retailers
441340 Tire Dealers
444 Building Material and Garden Equipment and Supplies Dealers 444110 Home Centers
444120 Paint and Wallpaper Retailers
444140 Hardware Retailers
444180 Other Building Material Dealers
444230 Outdoor Power Equipment Retailers
444240 Nursery, Garden Center, and Farm Supply Retailers 445 Food and Beverage Retailers
445110 Supermarkets and Other Grocery Retailers (except Convenience Retailers) 445131 Convenience Retailers
445132 Vending Machine Operators
445230 Fruit and Vegetable Retailers
445240 Meat Retailers
445250 Fish and Seafood Retailers
445291 Baked Goods Retailers
445292 Confectionery and Nut Retailers
445298 All Other Specialty Food Retailers
445320 Beer, Wine, and Liquor Retailers
449 Furniture, Home Furnishings, Electronics, and Appliance Retailers 449110 Furniture Retailers
449121 Floor Covering Retailers
449122 Window Treatment Retailers
449129 All Other Home Furnishings Retailers
449210 Electronics and Appliance Retailers
455 General Merchandise Retailers
455110 Department Stores
455211 Warehouse Clubs and Supercenters
455219 All Other General Merchandise Retailers
456 Health and Personal Care Retailers
456110 Pharmacies and Drug Retailers
456120 Cosmetics, Beauty Supplies, and Perfume Retailers 456130 Optical Goods Retailers
456191 Food (Health) Supplement Retailers
456199 All Other Health and Personal Care Retailers
457 Gasoline Stations and Fuel Dealers
457110 Gasoline Stations with Convenience Stores
457120 Other Gasoline Stations
457210 Fuel Dealers
458 Clothing, Clothing Accessories, Shoe, and Jewelry Retailers 458110 Clothing and Clothing Accessories Retailers
458210 Shoe Retailers
458310 Jewelry Retailers
458320 Luggage and Leather Goods Retailers
459 Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers 459110 Sporting Goods Retailers
459120 Hobby, Toy, and Game Retailers
459130 Sewing, Needlework, and Piece Goods Retailers
459140 Musical Instrument and Supplies Retailers
459210 Book Retailers and News Dealers
459310 Florists
459410 Office Supplies and Stationery Retailers
459420 Gift, Novelty, and Souvenir Retailers
459510 Used Merchandise Retailers
459910 Pet and Pet Supplies Retailers
459920 Art Dealers
459930 Manufactured (Mobile) Home Dealers
459991 Tobacco, Electronic Cigarette, and Other Smoking Supplies Retailers 459999 All Other Miscellaneous Retailers
1155
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Service
Information
51 Information
512 Motion Picture and Sound Recording Industries
512110 Motion Picture and Video Production
512120 Motion Picture and Video Distribution
512131 Motion Picture Theaters (except Drive-Ins)
512132 Drive-In Motion Picture Theaters
512191 Teleproduction and Other Postproduction Services 512199 Other Motion Picture and Video Industries
512230 Music Publishers
512240 Sound Recording Studios
512250 Record Production and Distribution
512290 Other Sound Recording Industries
513 Publishing Industries
513110 Newspaper Publishers
513120 Periodical Publishers
513130 Book Publishers
513140 Directory and Mailing List Publishers
513191 Greeting Card Publishers
513199 All Other Publishers
513210 Software Publishers
516 Broadcasting and Content Providers
516110 Radio Broadcasting Stations
516120 Television Broadcasting Stations
516210 Media Streaming Distribution Services, Social Networks, and Other Media Networks and Content Providers 517 Telecommunications
517111 Wired Telecommunications Carriers
517112 Wireless Telecommunications Carriers (except Satellite) 517121 Telecommunications Resellers
517122 Agents for Wireless Telecommunications Services
517410 Satellite Telecommunications
517810 All Other Telecommunications
518 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 518210 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 519 Web Search Portals, Libraries, Archives, and Other Information Services 519210 Libraries and Archives
519290 Web Search Portals and All Other Information Services Financial Activities
52 Finance and Insurance
521 Monetary Authorities-Central Bank
521110 Monetary Authorities-Central Bank
522 Credit Intermediation and Related Activities
522110 Commercial Banking
522130 Credit Unions
522180 Savings Institutions and Other Depository Credit Intermediation 522210 Credit Card Issuing
522220 Sales Financing
522291 Consumer Lending
522292 Real Estate Credit
522299 International, Secondary Market, and All Other Nondepository Credit Intermediation 522310 Mortgage and Nonmortgage Loan Brokers
522320 Financial Transactions Processing, Reserve, and Clearinghouse Activities 522390 Other Activities Related to Credit Intermediation 523 Securities, Commodity Contracts, and Other Financial Investments and Related Activities 523150 Investment Banking and Securities Intermediation 523160 Commodity Contracts Intermediation
523210 Securities and Commodity Exchanges
523910 Miscellaneous Intermediation
523940 Portfolio Management and Investment Advice
523991 Trust, Fiduciary, and Custody Activities
523999 Miscellaneous Financial Investment Activities
524 Insurance Carriers and Related Activities
524113 Direct Life Insurance Carriers
524114 Direct Health and Medical Insurance Carriers
524126 Direct Property and Casualty Insurance Carriers
524127 Direct Title Insurance Carriers
524128 Other Direct Insurance (except Life, Health, and Medical) Carriers 524130 Reinsurance Carriers
524210 Insurance Agencies and Brokerages
524291 Claims Adjusting
524292 Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds 524298 All Other Insurance Related Activities
525 Funds, Trusts, and Other Financial Vehicles
525110 Pension Funds
525120 Health and Welfare Funds
525190 Other Insurance Funds
525910 Open-End Investment Funds
525920 Trusts, Estates, and Agency Accounts
525990 Other Financial Vehicles
53 Real Estate and Rental and Leasing
531 Real Estate
531110 Lessors of Residential Buildings and Dwellings
531120 Lessors of Nonresidential Buildings (except Miniwarehouses) 531130 Lessors of Miniwarehouses and Self-Storage Units 531190 Lessors of Other Real Estate Property
531210 Offices of Real Estate Agents and Brokers
531311 Residential Property Managers
531312 Nonresidential Property Managers
531320 Offices of Real Estate Appraisers
531390 Other Activities Related to Real Estate
532 Rental and Leasing Services
532111 Passenger Car Rental
532112 Passenger Car Leasing
532120 Truck, Utility Trailer, and RV (Recreational Vehicle) Rental and Leasing 532210 Consumer Electronics and Appliances Rental
532281 Formal Wear and Costume Rental
532282 Video Tape and Disc Rental
532283 Home Health Equipment Rental
532284 Recreational Goods Rental
532289 All Other Consumer Goods Rental
532310 General Rental Centers
532411 Commercial Air, Rail, and Water Transportation Equipment Rental and Leasing 532412 Construction, Mining, and Forestry Machinery and Equipment Rental and Leasing 532420 Office Machinery and Equipment Rental and Leasing 532490 Other Commercial and Industrial Machinery and Equipment Rental and Leasing 533 Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) 533110 Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) 1156
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Professional and Business Services
54 Professional, Scientific, and Technical Services
541 Professional, Scientific, and Technical Services
541110 Offices of Lawyers
541120 Offices of Notaries
541191 Title Abstract and Settlement Offices
541199 All Other Legal Services
541211 Offices of Certified Public Accountants
541213 Tax Preparation Services
541214 Payroll Services
541219 Other Accounting Services
541310 Architectural Services
541320 Landscape Architectural Services
541330 Engineering Services
541340 Drafting Services
541350 Building Inspection Services
541360 Geophysical Surveying and Mapping Services
541370 Surveying and Mapping (except Geophysical) Services 541380 Testing Laboratories and Services
541410 Interior Design Services
541420 Industrial Design Services
541430 Graphic Design Services
541490 Other Specialized Design Services
541511 Custom Computer Programming Services
541512 Computer Systems Design Services
541513 Computer Facilities Management Services
541519 Other Computer Related Services
541611 Administrative Management and General Management Consulting Services 541612 Human Resources Consulting Services
541613 Marketing Consulting Services
541614 Process, Physical Distribution, and Logistics Consulting Services 541618 Other Management Consulting Services
541620 Environmental Consulting Services
541690 Other Scientific and Technical Consulting Services 541713 Research and Development in Nanotechnology
541714 Research and Development in Biotechnology (except Nanobiotechnology) 541715 Research and Development in the Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechnology) 541720 Research and Development in the Social Sciences and Humanities 541810 Advertising Agencies
541820 Public Relations Agencies
541830 Media Buying Agencies
541840 Media Representatives
541850 Indoor and Outdoor Display Advertising
541860 Direct Mail Advertising
541870 Advertising Material Distribution Services
541890 Other Services Related to Advertising
541910 Marketing Research and Public Opinion Polling
541921 Photography Studios, Portrait
541922 Commercial Photography
541930 Translation and Interpretation Services
541940 Veterinary Services
541990 All Other Professional, Scientific, and Technical Services 55 Management of Companies and Enterprises
551 Management of Companies and Enterprises
551111 Offices of Bank Holding Companies
551112 Offices of Other Holding Companies
551114 Corporate, Subsidiary, and Regional Managing Offices 56 Administrative and Support and Waste Management and Remediation Services 561 Administrative and Support Services
561110 Office Administrative Services
561210 Facilities Support Services
561311 Employment Placement Agencies
561312 Executive Search Services
561320 Temporary Help Services
561330 Professional Employer Organizations
561410 Document Preparation Services
561421 Telephone Answering Services
561422 Telemarketing Bureaus and Other Contact Centers
561431 Private Mail Centers
561439 Other Business Service Centers (including Copy Shops) 561440 Collection Agencies
561450 Credit Bureaus
561491 Repossession Services
561492 Court Reporting and Stenotype Services
561499 All Other Business Support Services
561510 Travel Agencies
561520 Tour Operators
561591 Convention and Visitors Bureaus
561599 All Other Travel Arrangement and Reservation Services 561611 Investigation and Personal Background Check Services 561612 Security Guards and Patrol Services
561613 Armored Car Services
561621 Security Systems Services (except Locksmiths)
561622 Locksmiths
561710 Exterminating and Pest Control Services
561720 Janitorial Services
561730 Landscaping Services
561740 Carpet and Upholstery Cleaning Services
561790 Other Services to Buildings and Dwellings
561910 Packaging and Labeling Services
561920 Convention and Trade Show Organizers
561990 All Other Support Services
562 Waste Management and Remediation Services
562111 Solid Waste Collection
562112 Hazardous Waste Collection
562119 Other Waste Collection
562211 Hazardous Waste Treatment and Disposal
562212 Solid Waste Landfill
562213 Solid Waste Combustors and Incinerators
562219 Other Nonhazardous Waste Treatment and Disposal
562910 Remediation Services
562920 Materials Recovery Facilities
562991 Septic Tank and Related Services
562998 All Other Miscellaneous Waste Management Services 1157
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Education and Health Services
61 Educational Services
611 Educational Services
611110 Elementary and Secondary Schools
611210 Junior Colleges
611310 Colleges, Universities, and Professional Schools 611410 Business and Secretarial Schools
611420 Computer Training
611430 Professional and Management Development Training 611511 Cosmetology and Barber Schools
611512 Flight Training
611513 Apprenticeship Training
611519 Other Technical and Trade Schools
611610 Fine Arts Schools
611620 Sports and Recreation Instruction
611630 Language Schools
611691 Exam Preparation and Tutoring
611692 Automobile Driving Schools
611699 All Other Miscellaneous Schools and Instruction
611710 Educational Support Services
62 Health Care and Social Assistance
621 Ambulatory Health Care Services
621111 Offices of Physicians (except Mental Health Specialists) 621112 Offices of Physicians, Mental Health Specialists 621210 Offices of Dentists
621310 Offices of Chiropractors
621320 Offices of Optometrists
621330 Offices of Mental Health Practitioners (except Physicians) 621340 Offices of Physical, Occupational and Speech Therapists, and Audiologists 621391 Offices of Podiatrists
621399 Offices of All Other Miscellaneous Health Practitioners 621410 Family Planning Centers
621420 Outpatient Mental Health and Substance Abuse Centers 621491 HMO Medical Centers
621492 Kidney Dialysis Centers
621493 Freestanding Ambulatory Surgical and Emergency Centers 621498 All Other Outpatient Care Centers
621511 Medical Laboratories
621512 Diagnostic Imaging Centers
621610 Home Health Care Services
621910 Ambulance Services
621991 Blood and Organ Banks
621999 All Other Miscellaneous Ambulatory Health Care Services 622 Hospitals
622110 General Medical and Surgical Hospitals
622210 Psychiatric and Substance Abuse Hospitals
622310 Specialty (except Psychiatric and Substance Abuse) Hospitals 623 Nursing and Residential Care Facilities
623110 Nursing Care Facilities (Skilled Nursing Facilities) 623210 Residential Intellectual and Developmental Disability Facilities 623220 Residential Mental Health and Substance Abuse Facilities 623311 Continuing Care Retirement Communities
623312 Assisted Living Facilities for the Elderly
623990 Other Residential Care Facilities
624 Social Assistance
624110 Child and Youth Services
624120 Services for the Elderly and Persons with Disabilities 624190 Other Individual and Family Services
624210 Community Food Services
624221 Temporary Shelters
624229 Other Community Housing Services
624230 Emergency and Other Relief Services
624310 Vocational Rehabilitation Services
624410 Child Care Services
Leisure and Hospitality
71 Arts, Entertainment, and Recreation
711 Performing Arts, Spectator Sports, and Related Industries 711110 Theater Companies and Dinner Theaters
711120 Dance Companies
711130 Musical Groups and Artists
711190 Other Performing Arts Companies
711211 Sports Teams and Clubs
711212 Racetracks
711219 Other Spectator Sports
711310 Promoters of Performing Arts, Sports, and Similar Events with Facilities 711320 Promoters of Performing Arts, Sports, and Similar Events without Facilities 711410 Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures 711510 Independent Artists, Writers, and Performers
712 Museums, Historical Sites, and Similar Institutions 712110 Museums
712120 Historical Sites
712130 Zoos and Botanical Gardens
712190 Nature Parks and Other Similar Institutions
713 Amusement, Gambling, and Recreation Industries
713110 Amusement and Theme Parks
713120 Amusement Arcades
713210 Casinos (except Casino Hotels)
713290 Other Gambling Industries
713910 Golf Courses and Country Clubs
713920 Skiing Facilities
713930 Marinas
713940 Fitness and Recreational Sports Centers
713950 Bowling Centers
713990 All Other Amusement and Recreation Industries
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TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
72 Accommodation and Food Services
721 Accommodation
721110 Hotels (except Casino Hotels) and Motels
721120 Casino Hotels
721191 Bed-and-Breakfast Inns
721199 All Other Traveler Accommodation
721211 RV (Recreational Vehicle) Parks and Campgrounds
721214 Recreational and Vacation Camps (except Campgrounds) 721310 Rooming and Boarding Houses, Dormitories, and Workers' Camps 722 Food Services and Drinking Places
722310 Food Service Contractors
722320 Caterers
722330 Mobile Food Services
722410 Drinking Places (Alcoholic Beverages)
722511 Full-Service Restaurants
722513 Limited-Service Restaurants
722514 Cafeterias, Grill Buffets, and Buffets
722515 Snack and Nonalcoholic Beverage Bars
Other Service
81 Other Services (except Public Administration)
811 Repair and Maintenance
811111 General Automotive Repair
811114 Specialized Automotive Repair
811121 Automotive Body, Paint, and Interior Repair and Maintenance 811122 Automotive Glass Replacement Shops
811191 Automotive Oil Change and Lubrication Shops
811192 Car Washes
811198 All Other Automotive Repair and Maintenance
811210 Electronic and Precision Equipment Repair and Maintenance 811310 Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance 811411 Home and Garden Equipment Repair and Maintenance 811412 Appliance Repair and Maintenance
811420 Reupholstery and Furniture Repair
811430 Footwear and Leather Goods Repair
811490 Other Personal and Household Goods Repair and Maintenance 812 Personal and Laundry Services
812111 Barber Shops
812112 Beauty Salons
812113 Nail Salons
812191 Diet and Weight Reducing Centers
812199 Other Personal Care Services
812210 Funeral Homes and Funeral Services
812220 Cemeteries and Crematories
812310 Coin-Operated Laundries and Drycleaners
812320 Drycleaning and Laundry Services (except Coin-Operated) 812331 Linen Supply
812332 Industrial Launderers
812910 Pet Care (except Veterinary) Services
812921 Photofinishing Laboratories (except One-Hour)
812922 One-Hour Photofinishing
812930 Parking Lots and Garages
812990 All Other Personal Services
813 Religious, Grantmaking, Civic, Professional, and Similar Organizations 813110 Religious Organizations
813211 Grantmaking Foundations
813212 Voluntary Health Organizations
813219 Other Grantmaking and Giving Services
813311 Human Rights Organizations
813312 Environment, Conservation and Wildlife Organizations 813319 Other Social Advocacy Organizations
813410 Civic and Social Organizations
813910 Business Associations
813920 Professional Organizations
813930 Labor Unions and Similar Labor Organizations
813940 Political Organizations
813990 Other Similar Organizations (except Business, Professional, Labor, and Political Organizations) 814 Private Households
814110 Private Households
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TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Government/Public Sector
Government
92 Public Administration
921 Executive, Legislative, and Other General Government Support 921110 Executive Offices
921120 Legislative Bodies
921130 Public Finance Activities
921140 Executive and Legislative Offices, Combined
921150 American Indian and Alaska Native Tribal Governments 921190 Other General Government Support
922 Justice, Public Order, and Safety Activities
922110 Courts
922120 Police Protection
922130 Legal Counsel and Prosecution
922140 Correctional Institutions
922150 Parole Offices and Probation Offices
922160 Fire Protection
922190 Other Justice, Public Order, and Safety Activities 923 Administration of Human Resource Programs
923110 Administration of Education Programs
923120 Administration of Public Health Programs
923130 Administration of Human Resource Programs (except Education, Public Health, and Veterans' Affairs Programs) 923140 Administration of Veterans' Affairs
924 Administration of Environmental Quality Programs
924110 Administration of Air and Water Resource and Solid Waste Management Programs 924120 Administration of Conservation Programs
925 Administration of Housing Programs, Urban Planning, and Community Development 925110 Administration of Housing Programs
925120 Administration of Urban Planning and Community and Rural Development 926 Administration of Economic Programs
926110 Administration of General Economic Programs
926120 Regulation and Administration of Transportation Programs 926130 Regulation and Administration of Communications, Electric, Gas, and Other Utilities 926140 Regulation of Agricultural Marketing and Commodities 926150 Regulation, Licensing, and Inspection of Miscellaneous Commercial Sectors 927 Space Research and Technology
927110 Space Research and Technology
928 National Security and International Affairs
928110 National Security
928120 International Affairs
Source: SCAG 2020 RTP/SCS
California Employment Development Department (EDD)
US Census Bureau, North American Industry Classification System (NAICS), 2022 1160
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Appendix C - Western Riverside County Traffic Growth 2018 – 2045 Existing (2018) and future (2045) traffic data were derived from RivCoM. The model area of coverage, level of roadway network and TAZ detail, and application on other regional transportation study efforts represented RivCoM as the appropriate tool for evaluating traffic growth as part of the Nexus Study.

The forecasts of existing and future congestion levels were derived from the Year 2018 Existing and Year 2045 No-Build scenarios, respectively. The 2018 Existing and 2045 NoBuild scenarios were developed using RivCoM to model 2018 and 2045 SED, respectively, as derived from the SCAG 2020 RTP/SCS adopted SED forecasts, on the transportation network as it existed in 2021. The 2018 existing transportation network represents the most recent baseline network developed for RivCoM, and only reflects the inclusion of those projects that were funded, committed and under construction at that time, and therefore imminently to be part of the baseline transportation system in 2018. For the purposes of the TUMF network analysis, additional improvements on the TUMF arterial highway network that were either completed or under construction in the period between 2018 and December 2021 were added to the network to create a 2021 existing network. The 2021 existing network was subsequently modeled in RivCoM using both 2018 and 2045 SED to provide the 2018 Baseline and 2045 No-Build scenarios as the basis for comparison and analysis. The 2045 No-Build scenario did not include transportation improvements that are planned as part of the recently adopted SCAG 2020 RTP/SCS on the basis they are uncommitted (meaning that their implementation is dependent on securing future funding and approval). Inclusion of the uncommitted improvements masks the congestion effects of increasing travel. Inclusion of these improvements and the resultant masking is not appropriate for this analysis aimed at identifying the effects of increasing travel if improvements were not built.

The WRCOG TUMF study area was extracted from RivCoM for the purpose of calculating the following measures for Western Riverside County only. Traffic growth impacts for each of the two scenarios were calculated using the TransCAD platform.  Total daily vehicle miles of travel (VMT),
 Total daily VMT on facilities experiencing LOS E or worse.  Total daily vehicle hours of travel (VHT), and
 Total combined daily vehicle hours of delay (VHD)
The following formulas were used to calculate the respective values.  VMT = Link Distance * Total Daily Volume
 VHT = Average Loaded (Congested) Link Travel Time * Total Daily Volume  VHD = VHT – (Free-flow (Uncongested) Link Travel Time * Total Daily Volume)  VMT LOS E or F = VMT (on links where Daily V/C exceeded 0.90)13 13 LOS Thresholds for LOS E are based on the 2010 Edition of the Highway Capacity Manual (Transportation Research Board, National Research Council, Washington, D.C., 2010) LOS Maximum V/C Criteria for Multilane Highways with 45 mph Free Flow Speed (Exhibit 14-5, Chapter 14, Page 14-5). 1161
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RivCoM breaks down its roadway network into functional categories called assignment groups. The measures were calculated selectively for all facilities, freeways only, arterials only, and TUMF arterials only by including and excluding different assignment groups and facilities. For the calculation of measures on “all facilities”, only the centroid connectors were excluded. Arterial values excluded all mixed-flow to carpool lane connector ramps, freeways, carpool lanes, centroid connectors, and freeway-tofreeway connector ramps, respectively. Freeways were defined as including mixedflow to carpool lane connector ramps, freeways, carpool lanes, and freeway-tofreeway connector ramps, respectively.

The 2021 Existing Network by Facility Type is included in this Appendix as Exhibit C-1. The 2021 existing network was used as the basis for the 2018 Existing and 2045 No-Build scenarios by modeling 2018 and 2045 SED, respectively, on the 2021 existing network using RivCoM to determine the comparative effects of population, household an employment growth in the region. The results of the analysis of existing and future congestion levels are presented for peak periods in Exhibit C-2 and for daily in Exhibit C3 in this Appendix and extracted for the combined peak periods in Table 3.1 of the study report.
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EXHIBIT C-2
Western Riverside County
Regional Highway System Measures of Performance (2018 - 2045) – Peak Periods Measures of Performance
AM Peak PM Peak
2018 2045 % Change % Annual 2018 2045 % Change % Annual VMT - Total ALL FACILITIES 10,324,900 13,225,039 28% 0.9% 12,959,824 16,672,215 29% 0.9% VMT - FREEWAYS 5,877,972 6,720,682 14% 0.5% 7,636,550 8,769,602 15% 0.5% VMT - ALL ARTERIALS 4,446,928 6,504,357 46% 1.4% 5,323,274 7,902,613 48% 1.5% TOTAL - TUMF ARTERIAL VMT 2,793,846 3,826,810 37% 1.2% 3,423,139 4,770,390 39% 1.2% VHT - TOTAL ALL FACILITIES 251,133 435,243 73% 2.1% 290,218 480,196 65% 1.9% VHT - FREEWAYS 120,257 186,102 55% 1.6% 143,535 213,027 48% 1.5% VHT - ALL ARTERIALS 130,875 249,142 90% 2.4% 146,683 267,169 82% 2.2% TOTAL TUMF ARTERIAL VHT 81,578 154,106 89% 2.4% 92,877 166,763 80% 2.2% VHD - TOTAL ALL FACILITIES 57,989 177,814 207% 4.2% 50,911 160,242 215% 4.3% VHD - FREEWAYS 34,221 86,616 153% 3.5% 31,935 84,033 163% 3.6% VHD - ALL ARTERIALS 23,768 91,198 284% 5.1% 18,977 76,209 302% 5.3% TOTAL TUMF ARTERIAL VHD 18,024 66,789 271% 5.0% 15,225 58,074 281% 5.1% VMT LOS E & F - TOTAL ALL FACILITIES 2,960,551 6,364,419 115% 2.9% 2,644,519 7,005,063 165% 3.7% VMT LOS E & F - FREEWAYS 2,435,804 4,276,258 76% 2.1% 2,289,667 5,040,633 120% 3.0% VMT LOS E & F - ALL ARTERIALS 524,747 2,088,161 298% 5.2% 354,852 1,964,430 454% 6.5% TOTAL TUMF ARTERIAL VMT w/ LOS E & F 448,168 1,585,571 254% 4.8% 317,614 1,598,561 403% 6.2% % of TUMF ARTERIAL VMT w/ LOS E & F 16% 41% 9% 34%
* Based on RivCoM 2018 network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network completed.

NOTES:

Volume is adjusted by PCE factor
VMT = vehicle miles of travel (the total combined distance that all vehicles travel on the system) VHT = vehicle hours of travel (the total combined time that all vehicles are traveling on the system) VHD = vehicle hours of delay (the total combined time that all vehicles have been delayed on the system based on the difference between forecast travel time and free-flow (ideal) travel time)
LOS = level of service (based on forecast volume to capacity ratios).

LOS E or Worse was determined by V/C ratio that exceeds 0.9 thresholds as indicated in the Riverside County General Plan. 1164
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EXHIBIT C-3
Western Riverside County
Regional Highway System Measures of Performance (2018 - 2045) – Daily Measures of Performance
Peak Periods (Total) Daily
2018 2045 % Change % Annual 2018 2045 % Change % Annual VMT - Total ALL FACILITIES 23,284,724 29,897,254 28% 0.9% 41,378,907 53,832,389 30% 1.0% VMT - FREEWAYS 13,514,522 15,490,284 15% 0.5% 24,642,357 29,200,582 18% 0.6% VMT - ALL ARTERIALS 9,770,202 14,406,970 47% 1.4% 16,736,551 24,631,807 47% 1.4% TOTAL - TUMF ARTERIAL VMT 6,216,985 8,597,200 38% 1.2% 10,794,415 15,170,125 41% 1.3% VHT - TOTAL ALL FACILITIES 541,350 915,439 69% 2.0% 893,813 1,433,458 60% 1.8% VHT - FREEWAYS 263,792 399,128 51% 1.5% 440,073 637,990 45% 1.4% VHT - ALL ARTERIALS 277,558 516,311 86% 2.3% 453,740 795,469 75% 2.1% TOTAL TUMF ARTERIAL VHT 174,455 320,869 84% 2.3% 285,520 496,757 74% 2.1% VHD - TOTAL ALL FACILITIES 108,900 338,056 210% 4.3% 131,965 410,511 211% 4.3% VHD - FREEWAYS 66,156 170,649 158% 3.6% 79,532 208,287 162% 3.6% VHD - ALL ARTERIALS 42,745 167,407 292% 5.2% 52,434 202,223 286% 5.1% TOTAL TUMF ARTERIAL VHD 33,249 124,863 276% 5.0% 41,025 152,200 271% 5.0% VMT LOS E - TOTAL ALL FACILITIES 5,605,070 13,369,483 139% 3.3% 6,153,146 16,090,205 161% 3.6% VMT LOS E - FREEWAYS 4,725,471 9,316,891 97% 2.5% 5,141,215 11,306,348 120% 3.0% VMT LOS E & F - ALL ARTERIALS 879,599 4,052,592 361% 5.8% 1,011,931 4,783,858 373% 5.9% TOTAL TUMF ARTERIAL VMT w/ LOS E or worse 765,782 3,184,133 316% 5.4% 878,465 3,819,635 335% 5.6% % of TUMF ARTERIAL VMT w/ LOS E or worse 12% 37% 8% 25% * Based on RivCoM 2018 network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network completed.

NOTES:

Volume is adjusted by PCE factor
VMT = vehicle miles of travel (the total combined distance that all vehicles travel on the system) VHT = vehicle hours of travel (the total combined time that all vehicles are traveling on the system) VHD = vehicle hours of delay (the total combined time that all vehicles have been delayed on the system based on the difference between forecast travel time and free LOS = level of service (based on forecast volume to capacity ratios).

LOS E or Worse was determined by V/C ratio that exceeds 0.9 thresholds as indicated in the Riverside County General Plan. 1165
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Appendix D - Western Riverside County Bus Transit System Ridership 2023 – 2045 Actual average weekday daily ridership for Riverside Transit Agency (RTA) transit bus services was tabulated for 2023. Forecast average weekday daily ridership for RTA bus transit services was retrieved from the SCAG 2020 RTP/SCS Model for horizon year 2045.

The bus transit ridership for 2023 and 2045 was tabulated to represent existing and future regional bus transit trips consistent with the analysis of highway trips described in Section

3.1 and Appendix C. Table D-1 summarizes the weekday bus transit ridership in Western Riverside County.

TABLE D-1 - Regional Bus Transit Weekday System Ridership Year Western Riverside
Weekday Projected System Ridership
2023* 16,575
2045** 57,282
Notes: * - 2023 actual average weekday daily ridership provided by RTA staff December 1, 2023
** - 2045 forecast average weekday daily ridership obtained from SCAG 2020 RTP/SCS Model as provided by Fehr and
Peers, November 28, 2023
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Appendix E - Western Riverside County Regional System of Highways and Arterials Performance Measures
An integral element of the Nexus Study is the designation of the Western Riverside County Regional System of Highways and Arterials (also referred to as the “TUMF Network”). This network of regionally significant highways represents those arterial and collector highway and roadway facilities that primarily support inter-community trips in Western Riverside County and supplement the regional freeway system, and represents the extents of the network of highways and roadways that would be eligible for TUMF funded improvements. The Regional System of Highways and Arterials does NOT include the freeways of Western Riverside County which primarily serve inter-regional trips.

The designation of the Regional System of Highways and Arterials in the original TUMF Nexus Study adopted by the WRCOG Executive Committee in October 2002 was initiated with the identification of highways and roadways that met certain specified guidelines as defined by the WRCOG Public Works Committee. The guidelines are defined in Section 4.1 of the Nexus Report, and include:

1. Arterial highway facilities proposed to have a minimum of four lanes at future buildout (not including freeways).

2. Facilities that serve multiple jurisdictions and/or provide connectivity between communities both within and adjoining Western Riverside County.

3. Facilities with forecast traffic volumes in excess of 20,000 vehicles per day in the future horizon year.

4. Facilities with forecast volume to capacity ratio of 0.90 (LOS E) or greater in the future horizon year.

5. Facilities that accommodate regional fixed route transit services.

6. Facilities that provide direct access to major commercial, industrial, institutional, recreational or tourist activity centers, and multi-modal transportation facilities (such as airports, railway terminals and transit centers).

The original candidate facilities were identified by overlaying various transportation system and land use plots depicting parameters consistent with those defined by the specified guidelines. These plots included existing and proposed numbers of lanes, network volumes and volume to capacity ratio (LOS) derived from SCAG CTP Model networks developed by Transcore to support the ongoing Western Riverside County CETAP study, and existing land use information provided by SCAG. These plots were included in the Appendices that accompanied the original 2002 TUMF Nexus Study.

Fixed route transit service information was provided by the Riverside County Regional Transportation Authority (RTA).

These various data inputs were overlaid and reviewed leading the definition of a segmented skeletal network of highways and roadways for further consideration. The skeletal network was further enhanced to reflect regional connectivity and access to activity center considerations. An initial draft Regional System of Highways and Arterials was developed and subsequently distributed to the County of Riverside and each City in Western Riverside County for review in the context of their respective City General 1167
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Plan Circulation Elements, primarily to confirm existing and future number of lanes and appropriateness of the facilities identified. The initial draft network was subsequently revised to consolidate appropriate General Plan Circulation Elements, including the identification of proposed new facilities as alternatives to existing facilities. It should be pointed out that the Regional System of Highways and Arterials does not represent a simple compilation of regional General Plan Circulation Elements, but rather incorporates the elements of regional General Plan Circulation Elements that are necessary for mitigating the cumulative regional traffic impacts of new development within the horizon year of the TUMF program.

The consolidated list of proposed network improvements (along with associated initial cost estimates) was subsequently distributed to each of the WRCOG jurisdictions, individual landowners, and other stakeholders including representatives of the development community through the Building Industry Association (BIA) for review. The review of the consolidated list of improvements (and associated costs) prompted a series of five peer review workshop meetings to specifically review each segment of roadway identified and the associated improvements to mitigate the traffic impacts of new development. One peer review workshop meeting was held for each of the five zones in the WRCOG region with meetings held at the Riverside County Assessor’s Office between June 27, 2002 and July 18, 2002. The peer review workshop meetings involved representatives from WRCOG, the respective zone jurisdictions and the BIA.

The peer review workshops culminated in the development (by consensus of the groups) of a revised list of proposed network improvements (and associated costs) more accurately reflecting the improvements necessary to mitigate the cumulative regional traffic impacts of new development.

Following the peer review, the initial Regional System of Highways and Arterials was reviewed and endorsed by the TUMF Technical Advisory Committee, the TUMF Policy Committee and the WRCOG Executive Committee and utilized as the basis for developing the original TUMF Nexus Study in October 2002.

For the 2024 update of the TUMF Nexus Study, the Regional System of Highways and Arterials was reassessed. Consistent with the changing rate of new development forecast for Western Riverside County as part of the SCAG 2020 RTP/SCS, including reductions in the overall level of non-residential employment, the review of the TUMF Network as part of the 2024 Nexus Update ensured facilities generally still met the previously described performance guidelines, and/or that the scope and magnitude of specific improvements to the TUMF Network were roughly proportional to the impacts needing to be mitigated. This review process involved the comparison of model outputs for the 2018 Baseline and 2045 No-Build Scenarios on the 2021 Existing arterial network to identify those facilities no longer expected to be impacted substantially by the cumulative effects of traffic growth from new development. This review resulted in various changes in the scope and magnitude of specific improvements previously identified on the TUMF Network. The updated model output plots utilized as the basis for the latest network review are included in this appendix as Exhibit E-1 through E-8.

The Regional System of Highways and Arterials is included as Figure 4.1 in the Nexus Study report.
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Appendix F - TUMF Network Cost Assumptions
The TUMF program was established as a uniform impact fee program that is applied to mitigate the cumulative transportation impacts of new development on the regional arterial highway system. In establishing the technical basis for TUMF, like any impact fee program, there are two fundamental requirements that must be addressed: establishing a rational nexus for the program; and determining that any fee is roughly proportional to the impact of a proposed development. These requirements are rooted in two wellknown legal cases: Nollan v. California Coastal Commission (1987) 483 U.S. 825; and Dolan v. City of Tigard (1994) 512 U.S. 374.

To establish project costs that meet the rough proportionality test for an expansive network of facilities, WRCOG utilizes a conceptual planning level project and cost estimation approach based on typical unit costs for a variety of project types and conditions. These unit costs are intended to reflect a range of values that are typical for the types of projects that are necessary to mitigate the cumulative regional impacts of new development. These unit costs are developed for each typical project type based on actual observed values for the various materials, labor and right-of-way that would typically be required to complete a project. Although the actual materials, labor, right-of-way and associate costs to complete each specific project can be expected to vary based on the particular conditions of each site and project requirements at the time the project is actually implemented, the approach of using typical unit costs as the basis for the TUMF program represents a manageable and appropriate level of detail to establish conceptual project cost estimates that meet the requirement for rough proportionality.

The application of typical unit costs and the associated identification of a maximum TUMF share for each eligible project also provides a framework that protects the program from projects with actual costs that vary significantly from the typical cost estimates used as the program basis. The TUMF program administrative polices limit reimbursement of costs associated with eligible TUMF projects to the lesser of maximum TUMF share identified in the Nexus Study or the actual eligible project costs. In this manner, projects that are completed by participating jurisdictions or developers for less than the maximum TUMF share are reimbursed (or credited) for the actual amount expended, while projects that exceed the maximum TUMF share are only reimbursed (or credited) by the program up to the maximum TUMF share value ensuring that the program is mitigating impacts at a level that is roughly proportional to that typically expected, and is not subject to extreme project costs to address unusual or exceptional local conditions or requirements.

For the purposes of TUMF, unit cost values were developed for various eligible improvement types that all provide additional capacity needed to mitigate the cumulative regional traffic impacts of new development to facilities on the TUMF Network. Eligible improvement types include:

1. Construction of additional Network roadway lanes;

2. Construction of new Network roadway segments;

3. Expansion of existing Network bridge structures;
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4. Construction of new Network bridge structures;

5. Expansion of existing Network interchanges with freeways;

6. Construction of new Network interchanges with freeways;

7. Grade separation of existing Network at-grade railroad crossings;

8. Expansion of existing Network-to-Network intersections;

9. Infrastructure for Intelligent Transportation Systems (ITS) of Network roadway segments.

Because roadway improvement standards vary considerably between respective jurisdictions, a typical roadway standard for the TUMF Network was recommended by the Public Works Committee (PWC) during the development of the original TUMF Nexus Study adopted by the WRCOG Executive Committee in October 2002 as the basis for developing the TUMF Network cost estimate. The typical roadway standard assumes the following design characteristics that are consistent with the minimum requirements of the Caltrans Highway Design Manual:
 Asphalt concrete pavement and appropriate base material to accomplish up to 12 feet per travel lane plus up to four feet for ancillary treatments (e.g. shoulders, or Class II Bike Lane);
 Concrete curb and gutter and associated drainage (e.g. paved roadway shoulders and/or open swale);
 Storm drains located within curb to curb, and associated transverse portions perpendicular to the roadway and adjoining portions longitudinal to the roadway;
 14 foot paved and painted median (or dual center left turn lane);  Traffic signals at intersections with state highways and other major arterials that are also on the TUMF Network;
 Pavement striping and roadway signing, as required;
 6 foot wide concrete sidewalks and associated curb cuts for ADA access at street crossings.

A cross-section of the Typical Roadway Standard is illustrated in Figure F-1.

Figure F-1. Typical Roadway Standard Cross-Section
It is recognized that the typical roadway standard is not appropriate in all potential TUMF Network locations. Where appropriate, typical design standards could be substituted with design elements such as open swale drainage and paved roadway shoulders with no curbing that would typically cost less than the implementation of the 1178
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Typical Roadway Standard. Roadway improvements in excess of the Typical Roadway Standard include, but are not limited to:
 Portland concrete cement pavement or other aesthetic pavement types (except at intersections);
 Major rehabilitation or overlay of existing pavement in adjacent roadway lanes;  Raised barrier medians;
 Parking lanes;
 Roadway tapers outside the extents of the approved project  Sanitary sewage infrastructure;
 Water systems
 Dry utilities
 Undergrounding infrastructure
 Relocation of non-prior rights utilities
 Storm Drain Systems in excess of draining the roadway  Landscaping;
 Streetlighting;
 Class I Bike Lanes (e.g. separate bicycle paths)
 Environmental Permitting
 Detection/Retention Basins outside of Street Right-of-Way  Agency Staff time in excess of 15% of Engineering
 Agency Staff Time in excess of 15% of Construction
These improvements in excess of Typical Roadway Standards are not eligible for TUMF funding and will be the responsibility of the local funding agency.

Unit cost estimates for the implementation of TUMF Network improvements were developed based on the unit cost to accomplish the Typical Roadway Standard. Initial unit cost estimates were developed as part of the original TUMF Nexus in 2002. These original values were adjusted as part of the 2005 Nexus Update to reflect changes in cost based on relevant indices. The unit cost estimates were fully revised as part of the 2009 Nexus Update to capture the full effects of the economic recession on the costs of labor, materials and property acquisition. For the previous 2016 Nexus Update, the unit costs were fully revised. The 2016 Nexus Update reflected the effects of the ongoing recovery from the economic recession that has saw the costs of materials, labor and land acquisition in California rebound from relative historical lows previously observed at the time of the 2009 Nexus Update.

For the 2024 Nexus Update, the unit costs were again fully revised to generate entirely new unit cost values based on the most recent available construction cost, labor cost and land acquisition cost values for comparable projects within and adjacent to Riverside County. The recalculation of the TUMF unit cost components was completed as part of the 2024 Nexus Update to account for the unprecedented materials cost increases, labor shortages and high rate of inflation generally attributable to a combination of the disruption to global supply chains caused by the COVID-19 pandemic and additional tariffs on a range of products imported into the United States.

In December 2023, the unit cost values were validated utilizing Caltrans Contract Cost Data and the resultant unit costs are noted in Exhibit F-2 and summarized in Table 4.1. 1179
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For simplicity, the roadway unit cost was assumed to provide for the full depth construction (including grading) of 16 feet of new pavement per lane (to accommodate a minimum 12 foot lane and ancillary treatments). The unit cost was assumed to include the following construction elements:
 Sawcut of existing pavement
 Removal of existing pavement
 Roadway excavation and embankment
 10” thick class 2 aggregate base
 4.0” thick asphaltic concrete surface
 Concrete curb, gutter and drainage improvements
Roadway unit costs were determined for each unique cost item. The source used to determine the roadway unit costs as part of the 2024 Nexus Update are listed below.  Caltrans Contract Cost Data 2021-2022
 Projects within Riverside County and Adjacent Counties  Typical experience for local cities, Western Riverside County  Michael Baker international (MBI), Structural Group
 MBI, ITS Group
 Caltrans Contract Cost Data 2022-2023
All data described above was initially obtained in October 2022 and refreshed and validated in December 2023.

Right-of-way acquisition costs were determined based on the cost to acquire 18 feet of right-of-way per lane of new roadway improvement. For urban and suburban land use areas, the amount of right-of-way to be acquired as part of the TUMF program was reduced by 75% to account for property already owned by a participating jurisdiction through prior acquisition or dedication. Right-of-way unit costs were assumed to include the following elements:
 Land acquisition
 Documentation and legal fees
 Relocation and demolition costs and condemnation compensation requirements
 Utility relocation
 Direct environmental mitigation
Right-of-way unit costs were determined based on a review of actual property sales within the WRCOG region during the prior 18 month period. The task of determining the valuation per square foot of right-of-way for different land uses was completed by Epic Land Solutions, Inc.

A typical existing condition of each component type was used as a guideline for quantity assessments.
Terrain 1: Level terrain with 0% profile grade. Construction cost is per lane mile. Terrain 2: Rolling Terrain with 1.5 % profile grade. Construction cost is per lane mile. 1180
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Terrain 3: Mountainous Terrain with 3% profile grade. Construction cost is per lane mile.
Land Use 1, 2 and 3; ROW cost factor per lane mile, for Urban, Suburban and Rural areas respectively.
Interchange 1: Complex New Interchange/Interchange Modification. Existing complex interchange at I-15 & SR-91 was used as a guideline for quantity assessments.
Interchange 2: New Interchange/Interchange Modification is assumed to be a New Cloverleaf Interchange consisting of 4 (3 lane) direct ramps and 4 (2 lane) loop ramps.
Interchange 3: Major Interchange Improvement is assumed to correspond to adding 1 lane to each ramp on a cloverleaf Interchange. Bridge: New Bridge cost. Construction cost is per linear foot per lane. RRXing 1: New Rail Grade Crossing. Construction cost is per lane per crossing. RRXing 2: Widening Existing Grade Crossing. Construction cost is per lane per crossing.
ITS 1: Infrastructure for Intelligent Transportation Systems (ITS) on TUMF Network roadway segments per route mile
The cost estimating methodology here is intended to provide a Present Value Cost Estimate for the WRCOG Transportation Uniform Mitigation Fee based on year 2023 unit prices. A more detailed description of cost categories is detailed below.

I. Roadway Items
Roadway Excavation:

A unit cost of $38.55 per cubic yard (Source: Local Projects and Caltrans Contract Cost Data) is applied to account for the excavation quantities. Assuming proposed profiles to be at 0% grade, the excavation values are estimated based on the component type as follows:
 Terrain 2 and 3: excavation for one lane (16 feet wide and 4 feet deep) is assumed.

Imported Borrow:

The unit cost used for imported borrow is $20.47 per cubic yard (Source: Local Projects and Caltrans Contract Cost Data). Locations where imported borrow is required are determined from aerial photos.
 Terrain 2 and 3: Excavation for one lane (16 feet wide and 4 feet deep) is assumed.
 Interchanges 1, 2, and 3: Vertical clearance of 24.5 feet is used to calculate the maximum amount of imported borrow at areas adjacent to an undercrossing.  RRXing 1 and 2: Vertical clearance of 31.5 feet and Bridge approach of 1,000 feet is used to determine the quantity of Imported borrow for this component type.

Clearing and Grubbing:

The unit cost for clearing and grubbing is $12,100.00 per acre (Source: Local Projects and Caltrans Contract Cost Data).
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 Terrain 1, 2 and 3: The area of clearing and grubbing is assumed to extend 16 feet for the addition of each new lane.
 Interchange 1 and 2: The area of clearing and grubbing is assumed to extend 40 feet beyond the proposed outside edge of shoulder. The clearing and grubbing width varies depending on the number of added lanes.
 Interchange 3 and Intersection: The area of clearing and grubbing is assumed to extend 16 feet for the addition of each lane.

Development of Water Supply:

A lump sum value is used to account for developing water supply. The lump sum cost is estimated as 10% of the combined cost for roadway excavation and imported borrow (Source: RCTC).

PCC Pavement:

The unit cost for PCC pavement is $354.83 per cubic yard (Source: Local Projects and Caltrans Contract Cost Data).
 Terrain 1, 2 and 3: It is assumed that PCC is used at mainline shoulders. The PCC shoulder pavement is assumed to be 4 inch thick and 4 feet wide.

Asphalt Concrete Type A:

It is assumed that Asphalt Concrete is used at mainline and where ramp and bridge widening is required. A unit cost of $240.62 per cubic yard (Source: Local Projects and Caltrans Contract Cost Data) is used to account for asphalt concrete quantities. The asphalt concrete overlay is assumed to be 4 inch thick.

Aggregate Base:

The unit cost for aggregate base is $73.54 per cubic yard (Source: Local Projects and Caltrans Contract Cost Data). Aggregate base quantities are estimated by means of calculating the areas of additional lanes. The aggregate base layer is considered to be 10 inch thick. It is assumed that aggregate base is used over the entire widening width below the PCC pavement and asphalt concrete layers.

Curb and Gutter:

The unit cost used for curb and gutter is $65.74 per linear foot (Source: Local Projects and Caltrans Contract Cost Data). It is assumed that type A2-6 curb and gutter is used on the entire length of travel way where required.

Project Drainage:

A lump sum value is used to account for project drainage cost of roadway construction. The project drainage cost is estimated as 15% (Source: RCTC project 2007) of combined cost for earthwork and pavement structural section.

Traffic Signals:

The costs for traffic signals are calculated per ramp termini intersection. The unit cost used for traffic signals is $531,086 (Source: Caltrans Contract Cost Data and typical experience, Western Riverside County) per intersection. Traffic signals costs are considered only at the Intersection (Network-to-Network) upgrade. 1182
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Striping:

The unit cost used for Striping is $2.58 per linear foot (Source: Local Projects and Caltrans Contract Cost Data). It is assumed that two lines of thermo-plastic striping are required for every lane addition.