height of 15 feet may be permitted on each primary street frontage of the property being subdivided, not to exceed two such signs for all phases of any subdivision (interior streets of the subdivision are not recognized as a main street frontage).
2. 2. Such commercial signs shall be removed within ten (10) days from the date of the final sale of the land and/or residences.
3. 3. SignsSuch commercial signs shall be maintained in good repair at all times.
4. 4. A cash deposit of $500.00 per sign shall be deposited with the sign application to ensure compliance with this section and removal of such sign. The deposit shall be refunded to the applicant upon sign removal by the applicant. If the City is forced to remove any signs, then the cost of removal shall be deducted from the deposit. Additional costs incurred by the City resulting from the removal of illegal signs shall be charged to the developer.
D. E. Permitted Signs —Temporary Subdivision Commercial Directional Signs, On -Site.
The following signs may be permitted in any zoning district subject to the provisions listed:
1. 1. A maximum of six (6) signs may be used to lead customers to the site.
2. 2. SignsCommercial signs shall be no larger than 600 square inches and shall be grouped on a two-sided sign structure as shown in exhibit A.. The City may, from time to time, develop or amend the design details for this sign structure.
3. 3. ASuch a commercial sign structure shall be located not less than 600 feet from an existing or previously approved sign site. Further, each sign may only contain the name of the subdivision, and a directional arrow as shown on exhibit S.
4. 4. The placement of each commercial sign structure shall be reviewed and approved by the Planning Director, who shall base the decision on non - communicative aspects of the sign.
5. 5. SignsCommercial signs placed on private property shall require the written consent of the property owner, to be filed with the Community Development Director prior to issuance of a permit. Signs in the public right of way shall be reviewed and approved by the Public Works Director prior to issuance of the sign permit and shall rcquirc approval of an encroachmentPlanning Director prior to issuance of a permit.
6. 6. A sign location plan shall be prepared showing the site of each commercial directional sign, on -site and shall be submitted to the Planning Departmentplanninq department prior to the issuance of a sign permit.
7. 7. Any such commercial sign approved for a particular subdivision within the City shall not be changed to advertise another subdivision.
8. 8. There shall be no additions, tag signs, streamers, devices, display boards, or appurtenance added to the sign as originally approved. Further, no other directional signing may be used, such as posters or trailer signs.
9. 9. All nonconforming subdivision commercial signs associated with the subdivision in question must be removed prior to the issuance of a new sign permit.
10. 10. A $500.00 cash deposit shall be placed with the City to ensure compliance with this subsection. Any sign placed contrary to the provisions of this section may Created: 2023-05-25 08:14:33 [EST]
{Supp. No. 7, Updatc 3)
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be removed by the City and the cost of removal shall be deducted from the deposit.
Additional costs incurred by the City resulting from the removal of illegal signs shall be charged to the developer.
11. 11. The commercial sign(s) may remain on display only until the subdivision is sold out.
E. F. Signs on the Public Right -of -Way. Signs on the public right-of-way, exccpt where required by a governmental agency, shall require an encroachment permit and are limited to political or other noncommercial messages. The encroachment permit shall be on a form as provided by the City with information as deemed fit by the City Manager or designee to permitted per applicant, organization, or candidate. The maximum time limit for Temporary noncommercial signs to be on display is 30may be displayed for a period not to exceed 60 days. Any time a temporary noncommercial sign is removed in the public right-of-way, it shall not be replaced by the same or other temporary sign for a period of not less than 90 consecutive days.
1. Signs that are 24" y 18" or 432 square inches and under have the following requirements:
a. Maximum number of signs: 50.
b. Maximum size: 24" x 18" or /132 square inches.
c. Placement requirements: Signs shall be placed a minimum of one foot from edge of sidewaiL and shall not obstruct pedestrian traffic and a minima im of fivethree (3) feet from edge of curb or street pavement if no curb exists; No signs shall be placed in lawn areas, parks, medians, civic center, CRC, or other government buildings; signs shall not be attached to fences, and shall not obstruct pedestrian traffic or line of sight for vehicle traffic con+vr-trol-posts, til poiiec, or-vcrh� shel�-rters; -iggns shall be 1imhecl +o nne sign per one -quarter mile spacing in each direction of travel for undeveloped areas.
2. Signs that are over 24" Y 18" or '132 square inches have the following requirements:
a. Maximum number of signs: 8.
c. Placement requirements: Signs shall be placed a minimum of one foot from edge - of sidewalk and shall not obstruct pedestrian traffic and a minimum of five feet from edge - of curb or street pavement ifi no curb exists; No signs shall be placed in lawn areas, parks, medians, civic center, CRC, or other government buildings; signs shall not be attached to fences, traffic control posts, utility poles, or bus shelters; Signs shall be limited to one sign & block of street in each directiop of +rayetno signs shall be placed in grassy areas that are to be mowed or landscaped. Signs shall only be placed in areas identified in the map below.
d. Applicant shall submit insurance naming the City as additionally insured in an amount as required by the City Manager.
Created: 2023 05 25 08:11:33 [EST]
{Supp. No. 7, Update 3}
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( Ord. No. 1128 , § 2(Exh. B), 12 1 2020)
Created: 2023 05 25 08:11:33 [EST]
{Supp. No. 7, Update 3}
Page
30 43
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Streets
1st Street
2nd Street
6th Street
{Supp. No. 7, Update 3}
Beaumont Ave
Desert Lawn
Highland Springs
Oak Valley Pkwy
Palm Ave
Page
31 43
Created: 2023 05 25 08:14:33 [EST]
17.07.00&100 - Signs in recreation, open space, residential and agricultural zones.
A. A. R C (Recreation -Conservation) Zone. Signs in the R -C Zone shall be limited to "for sale"commercial temporary signs in accordance with Section 17.07.070080.B(1) of this Chapter and the following signs for commercial recreation uses, subject to approval of a Uniform Sign Program as described in Section 17.07.060.L.
1. 1. One monument signMonument Sign for each street frontage, limited to five (5) feet in height and 32 square feet in size.
2. 2. Building mounted signage not exceeding ten (10) percent for any building wall.
B. B. Residential Zones. The following signs shall be permitted in residential zoning districts:
1. . Single -Family Residential Zone (R -SF). eal tate f^r saleCommercial temporary signs; and identification signs in accordance with Section
17.07.070.A(2) of this Chapter,080.B(1), and noncommercial temporary signs per Section 17.07.070080.A(15).
2. 2. Multi -Family Residential Zone (R-MF).
a. a. R I estate for saleCommercial temporary signs in accordance with Section 17.07.070.A(2080.B(1) of this Chapter.
b. b. A maximum of two signs indicating the name of the multiple -family dwelling, apartment or dwelling group shall be permitted. Such signs may include monument signsMonument Signs not exceeding six (6) feet in height and/or wall -mounted signs. The total area of each sign shall not exceed four (4) square feet for less than 12 units, or 12 square feet for 12 or more units. Signs attached to the wall of the building shall not extend above the roof or eave line. Such sign may project 12 inches maximum from the building face. Identification signs may be illuminated, either internally or externally; provided, that all lights are directed away from public rights -of -way and adjacent properties.
c. c. An illuminated directory sign shall be provided at each entrance of all multi -family complexes with more than 12 dwelling units. Directory signs shall provide a diagrammatic representation of the complex in accordance with the requirements of the Fire Department
d. d. Noncommercial temporary signs per Section 17.07.070080.A(15) of this Chapter.
C. C. Rural Residential (R -R) Zone.
1. 1. Real estate for salcsCommercial temporary signs and identification signs in accordance with Section 17.07.070.A(2080.B(1) of this Chapter.
2. 2. Signs for produce sales, subject to approval of a Uniform Sign Program in accordance with Section 17.07.060.L of this Chapter.
3. 3. Noncommercial temporary signs per Section 17.07.070080.A(2) of this Chapter.
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{Supp. No. 7, Update 3}
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D. D. Traditional Neighborhood Residential (R -TN) Zone. The R -SF Zone sign standards shall apply to single-family dwellings, and the R-MF Zone sign standards shall apply to multiple -family dwellings.
{ Ord. No. 1128, § 2(Exh. B), 12 1 2020)
17.07.095 105 - Signs in urban village zone.
A. A. Urban Village Zone. The R-MF Zone sign standards shall apply to multiple -family dwellings, and commercial zone sign standards (Section 17.07.110120) shall apply to commercial uses.
{ Ord. No. 1128 , § 2(Exh. B), 12 1 2020)
17.07.110 17.07.100 _Signs in manufacturing zones, industrial complexes and business parks.
B. A. M (Manufacturing) M Zone-, Industrial complexes and business parks.
1. 1. Permitted Signs. The following signs are specifically permitted for manufacturing zones, industrial complexes; and business parks subject to the approval of a UniformedUniform Sign Program in accordance with Section
17.07.060-B .L of this Chapter:
a. a. Wall Signs. One (1) wall sign is permitted for each wall face of the establishment, up to a maximum of four (4) wall signs. If said signs display commercial images or messages, they shall qualify as "onsite" commercial messages. In no case shall the total sign area of any unit or building exceed one (1) square foot of sign area for each linear foot of the unit's or buildings primary frontage. In no event shall the area of any one wall sign exceed 100 square feet. Wall signs shall not occupy more than 70 percent of the storefront or unit width. A wall sign may not project any of its height above the roof, eave line or parapet of the wall upon which it is mounted. b. b. Monument Signs. One monument sign(1) Monument Sign not to exceed 30 square feet in sign area may be permitted to identify separate businesses or uses in the industrial complex._ The rnonument s+gnMonument Siqn structure shall not exceed six (6) feet in height.
Additional monument signaMonument Signs may be permitted on parcels having more than one (1) frontage if the signs are located at least 300 feet apart. Monument signs shall be placed in a landscaped area or planter of not less than 250 square feet and shall be located a minimum of five (5) feet from any right-of-way, sidewalk or driveway.
c. c. Pylon Sign. One pylon sign not to exceed 100 square feet in sign area will be permitted to identify separate business or uses in the industrial complex. The pylon sign structure shall not exceed 20 feet in height. Pylon signs shall be placed in a landscaped area or planter of not less than 250 square feet. Pylon signs shall be a minimum of five (5) feet from any right- of-way, sidewalk or driveway.
d. d. Commercial Directional Signs, On -Site. A maximum of two (2) on - site directional signs per drive approach each not to exceed a total of ten (10) square feet in area and four (4) feet in height.
Created: 2023-05-25 08:14:33 [EST]
(Supp. No. 7, Update 3)
2. 17.07.120 - Signs Pcrmittcd for Uscs Not in an Industrial Complex. commercial zones.
The standards and provisions contained in this section shall be applicable to the Commercial Neighborhood (C -N) and Community Commercial (C -C) zones.
A. Permitted signs in the C -N and C -C Zones within a commercial complex shall include:
a. Wall Signs: One wall sign is permit for each wall facc of the establishment, provided:
There are not more than four wall signs for any one establishment; if the display is used sign arga of any unit or building exceed one square foot of sign arga for each linear foot of the unit's or building's primary frontage and shall not exceed 100 square feet per sign. A wall sign shall not occupy more than 70 percent of the storefront or unit width. wall upon which it is mounted.
b. Monument Signs: One monument sign not to exceed 30 square feet in sign area which may be permitted! t„ identify a business. The monument sign structure shall not exceed not less than 250 square feet and shall be a minimum of five feet from any right of way, sidewalk or driveway,
c. Pylon Signs: One pylon sign not to exceed 75 square feet in sign area will be permitted.
The pylon sign structure shall not exceed 20 feet in height. Pylon signs for individual t nroval of a n permit lay the Plannino Commis n and shall_ rreguiro the visibility; in considering such an application, the Planning Commission shall consider onl _the—non_commu nicatiye asp ct f fho sign Pylon si`vnc shall be planed! in o five feet from any right of way, sidewalk or driveway.
d. Directional Signs: A maximum of two on site directional signs per drive approach each not to exceed a total of ten square feet in area and four feet in height.
B. Special Signage Requires for Business Parks.
Wall Signs: One (1. Permitted Signs: The following signs are permitted for industrial Chapter:
a. Wall Signs: Onc) wall sign is permitted for each wall face of the establishment provided there are not more than four (4) wall signs for any one establishment. Afllf used to display a commercial messages on such signsmessage, the sign must qualify as onsitoon site. In no case shall the total sign area of any unit or building exceed one (1) square foot of sign area for each linear foot of the unit's or building's primary frontage and shall not exceed 100 square feet per sign. Wall signs shall not occupy more than 70 percent of the storefront or unit width. Sign copy for all wall signs shall be individual channel letters of a maximum of 2/1 inches in height. If the sign contains a logo, said logo shall be a maximum of 36 inches in height. A wall sign may not project any of its height above the roof, eave line or parapet of the wall upon which it is mounted. b. Monument Signs: One monument sign not to exceed 30 square feet in sign area is permitted to identify separate establishments or uses in the industrial complex, or to Cr tcd: 2023 05 25 08:14:33 [EST]
{Supp. No. 7, Update 3
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feet in height. Additional monument signs may be permitted on parcels having more shall be a minimum of five feet from any right of way, sidewalk or driveway. c. Pylon Signs: One pylon sign not to cxcccd 100 square fcct in sign arga which may be permitted to identify a separate business or uses in the industrial complex. The pylon sign structure shall not exceed 20 feet in height. Pylon Signs shall be placed in a Iandonaped a planter of not loos than 250 0 e feet and shall Pea of five feet from any right of way, sidewalk or driveway.
four square foot shall be permitted.
c. Directional Signs: A maximum of two on site directional signs per drive approach each not to exceed a total of ten square feet in area and four feet in height.
2. Signs Specifically Permitted for Uses Not in an Industrial Complex:
a. Wall Signe: One wall sign is permitted for Bach wall face of thc establishment provided there are not more than four wail signs for any one business. Any commercial messages on such signs must qualify as onsite. In no case shall the total sign area of any unit or building exceed one square foot of sign area for each linear foot of the unit's or building's occupy more than 70 percent of the storefront or unit width. Sign copy for all wall sign& not project any of its height above the roof, eave line or parapet of the wall upon which it is mounted.
b. Monument Signs: One monument sign not to cxcccd 30 square fcct in sign arga. The monument sign structural shall not exceed six feet in height. Monument signs shall be placed in a landscaped area or planter of not less than 250 square feet and shall be a minimum of five feet from any right of way, sidewalk or driveway. If such sign display a commercial message, it must qualify as onsite.
c. Pylon Signs: One pylon sign not to exceed 75 square feet in sign area. The pylon sign structure shall not exceed 20 feet in height. Pylon signs for individual establishments which are not located within an industrial complex shall be subject to the approval of a that the specific land use necessitates a pylon sign for visibility; in considering such an application, thc Planning Commission shall consider only the non communicative aspeetc of the nrn nno art Ginn Dvinn o nnc droll ho nl000rJ n londsno port ores nr right of way, sidewalk or driveway.
d. Directional Signs: A maximum of two on -site directional signs per drive approach each not to exceed a total of ten square feet in area and four feet in height. { Ord. No. 1128 , § 2(Exh. B), 12 1 2020)
Crgatcd: 2023 05 25 08:14:33 [EST]
{Supp. No. 7, Update 3
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17.07.110 Signs in commercial zoncs.
The standards and provisions contained in this section shall be applicable to thc Commercial Neighborhood {C N) and Community Commercial (C C) zoncs, but not including properties with these zoning designations, which arc located in thc "Special Commercial Areas" as set forth in Section 17.07.120 of this Chaptcr.
A. A. Permitted signs in thc C N and C C Zoncs within a commercial complex shall include:
1. 1. Wall Signs: One wall sign is permitted for each wall face of the establishment provided there are not more than four wall signs for any ono establishment. If used to display a commercial message, the sign must qualify as onsite. In no case shall the total sign arca of any unit or building exceed one square droll not excccd 100 sguaro foot nor sign \Noll signs c hall not occu py moro than be o maxim m of 36 inches in heig ign mov not prcjcct any of its hoight above the roof eave line or parapet of the wall upon which is mounted.
2. 2. Monument Signs: One monument sign(1) Monument Sign not to exceed 30 square feet in sign area which may be permitted to identify separate establishments or uses in the commercial complex. The monument signMonument Sign structure shall not exceed six (6) feet in height. Additional monument signsMonument Signs may be permitted on parcels having more than one (1) frontage and the signs are located at least 300 feet apart. Monument signs shall be placed in a landscaped area or planter of not less than 250 square feet.
Monument signs shall be located a minimum of five (5) feet from any right-of-way, sidewalk or driveway.
3. 3. Pylon Signs: One (1) pylon sign not to exceed 100 square feet in sign area will be permitted to identify a separate business or uses in the commercial complex. The pylon sign structure shall not exceed 20 feet in height. For each secondary street frontage with at least 300 feet of length, one (1) additional pylon sign may be permitted not to exceed 100 square feet in sign area and shall not exceed 20 feet in height. When such a sign is used to display a commercial message, it must qualify as onsite.
a. a. Where pylon signs are placed on both major and secondary street frontages, each such sign shall be placed as near to the middle of the street frontage as practical or at a major driveway entrance to the commercial complex from the street frontage.
b. b. Pylon signs shall be placed in a landscaped area or planter of not less than 250 square feet. Pylon signs shall be a minimum of five (5) feet from any right-of-way, sidewalk or driveway.
c. c. A maximum of three (3) signs may be used to identify any one establishment pursuant to the criteria outlined in this section.
4. 4. Service and Delivery Signs: One (1) unlighted sign per occupancy not to exceed two (2) square feet may be placed on the rear of the building for service and delivery purposes.
5. 5. Commercial Directional Signs, On -Site: A maximum of two (2) on -site directional signs per drive approach, each not to exceed a total of ten (10) square feet in area and four (4) feet in height.
Created: 2023-05-25 08:14:34 [EST]
(Supp. No. 7, Update 3)
6. 6. Window Signs: Window signs conforming to the provisions of SectionSections 17.07.070.A(1), (16B(1) and (14), and 17.07.080.6(2).
7. Under Canopy Signs: For each use or occupancy, one (1) maximum four (4) foot under canopy sign per frontage.
B. B. Permitted signs in the C -N and C -C Zones for uses not part of a commercial complex shall include:
1. 1. Wall Signs: One (1) wall sign is permitted for each wall face of the establishment provided there are not more than four (4) wall signs for any one establishment. If such sign is used for a commercial message, it must qualify as onsitoon-site. In no case shall the total sign area of any unit or building exceed one (1) square foot of sign area for each linear foot of the unit's or building's primary frontage and shall not exceed 100 square feet per sign. Wall signs shall not occupy more than 70 percent of the storefront or unit width. A wall sign may not project any of its height above the roof eave line or parapet of the wall upon which is mounted.
2. 2. Service and Delivery Signs: One (1) unlighted sign per occupancy not to exceed two (2) square feet may be placed on the rear of the building for service and delivery purposes.
3. 3. Directional Signs, On -Site: A maximum of two (2) on -site directional signs per drive approach each not to exceed a total of ten (10) square feet in area and four (4) feet in height.
4. '1. Window Signs: Window signs conforming to the provisions of SectionSections 17.07.070.A(1), (16)B(1) and (14), and 17.07.080.B(2).
5. 5. Under Canopy Signs: For each use or occupancy, one (1) maximum four (4) foot under canopy sign per frontage.
6. 6. Exceptions: Certain exceptions to the sign standards applicable to commercial uses not located within a commercial complex may be approved by the Planning Commission including the election of freestanding sign(s) when the following findings can be made by the Planning Commission, without consideration of proposed message content (other than the onsite/offsite distinction in the case of commercial messages):
a. a. The site is subject to limited visibility and additional signing is necessary for a reasonable level of advertising exposure; b. b. The type of establishment or the configuration of the site necessitates additional signage.
c. c. Exceptions shall be processed through the sign permit and minor variance process provided for in the Zoning Ordinance.
C. C. Freeway -Facing Signs. Permitted in the C -N and C -C Zones subject to the following requirements:
1. 1. The maximum allowable sign face area of any freeway -facing sign for a shopping center or commercial complex which totals more than 250,000 square feet of gross floor area shall be 300 square feet and shall not exceed 60 feet in height. When such display area is used for commercial speech, the copy must qualify as onsite as to the shopping center or commercial complex.
Created: 2023-05-25 08:14:34 [EST]
(Supp. No. 7, Update 3)
2. 2. The maximum allowable sign face area of any freeway -facing sign for a shopping center or commercial complex which totals less than 250,000 square feet of gross floor area shall be 150 square feet and shall not exceed 60 feet in height.
3. 3. Freeway -facing signs, including freeway -facing electronic message center signs, may only be permitted subject to the approval of a sign permit by the Planning Commission.-, and if said sign is a Billboard or relocated Billboard, the sign shall be subject to the requirements of section 17.07.030(G). Freeway -facing signs will be permitted when they satisfy all of these criteria:
a. a. The proposed sign is located upon the property upon which the use identified is located;
b. b. The proposed sign is located in the vicinity of a freeway interchange and within 300 feet of the freeway right-of-way and 600 feet of the intersecting street right-of-way;
c. c. The following findings must be made, without consideration of message content of the proposed sign:
1. The elevation of the freeway in relation to the elevation of the abutting properties justifies the height requested, and is the minimum necessary.
The number and spacing of freeway signs will not cause
unnecessary confusion, clutter or other unsightliness in the general location.
The use identified, as well as its type, size and intensity, justifies the size, design and location of the sign requested. iv. iv. The needs of the traveling public for identification and directional information justifies the sign requested.
D. D. Automobile Service Station Signs. Automobile service station signs shall be permitted subject to the following requirements:
1. 1. Identification/Price Monument Sign: For each service station, one (1) monument, combination price and identification sign, maximum 30 square feet in size and maximum six (6) feet in overall height shall be permitted, and must include all price advertising as required by State law. Elevated signs may be used subject to approval of the Planning Commission (without consideration of message content) where vision impairments exist, however elevated signs shall be designed with appropriate vision spaces. Such signs shall not exceed 15 feet in overall height.
2. 2. Identification Pylon Sign: For service stations located contiguous to a freeway, where a freeway exit serves the street from which the service station takes direct access, in addition to the identification/price monument signMonument Sign allowed by paragraph (1) above, one (1) pylon sign, maximum 100 square feet in size and 40 feet in overall height, situated so as to be directed toward and permanently viewable from the freeway, shall be permitted.
3. 3. Special Service Signs: Each service station may display two (2) special service signs per pump island. Special service signs shall be limited to such items as self -serve, full serve, air, water, cashier, and shall be non -illuminated. Such signs must be permanently affixed to the pump island they identify. Each sign may not exceed four (4) square feet in overall size.
Created: 2023-05-25 08:14:34 [EST]
(Supp. No. 7, Update 3)
4. 4. Wall Signs: Wall signs for automobile service stations shall be permitted subject to the provisions set forth in Section 17.07.110.A(1) and (166).
5. 5. Commercial Directional Signs, On -Site: Maximum of two (2) on -site directional signs per drive approach, each not to exceed a total of ten (10) square feet in area and four (4) feet in height.
6. 6. Window Signs: Window signs conforming to the provisions of Section
17.61.025.A07.070.B(1) and (1-614), and 17.07.080.B(2).
E. E. Theater Marquee Signs. Theater marquee signs shall be permitted subject to the following requirements:
1. 1. The size of a theater marquee sign shall be determined by the number of screens. Each screen shall be permitted a maximum of ten (10) square feet for each sign face area. A theater marquee sign may not total more than 100 square feet of sign face area.
2. 2. A maximum of one (1) theater marquee sign, not to exceed 25 feet in height, is permitted per street frontage exclusive of freeway; provided, however, that the theater is part of an integrated shopping center.
3. 3. A maximum of one (1) theater marquee sign, not to exceed 25 feet in height, shall be permitted for theaters not considered to be part of an integrated shopping center.
4. 4. A maximum of one (1) wall -mounted theater marquee sign shall be permitted at the main entrance to the theater.
F. F. Electronic Message Center Signs. Electronic message center signs shall be permitted subject to the following requirements:
1. 1. One (1) electronic message center sign may be permitted in a commercial complex with a minimum of 25,000 square feet of floor area. No electronic message center sign shall be located closer than 2,500 feet to another electronic message center sign. A conditional use permit shall be required whereby the Planning Commission will determine the size and height of the sign.
2. 2. Each display shall appear for a period of at least eight (8) seconds.
Displays shall not be animated, appear in incremental stages or move across the changeable copy sign face. The sign shall remain blank (no message or display) for at least one (1) second between separate images.
3. 3. The sign may display only noncommercial messages or onsite commercial messages, related to those establishments that are part of the complex or the merchandise or activities available on the parcels which are part of the commercial complex. The sign shall not be used as a billboardBillboard.
4. 4. The sign shall be reviewed for traffic safety purposes by the City's Public Works Director and shall comply with any and all safety standards as prescribed by the State of California. Such reviews shall not consider message content. ( Ord. No. 1128, § 2(Exh. B), 12 1 2020)
17.07.120 Sign c aI ai
Certain commercial ar as within B aumont arc of a unique character due to historic, land use, parcelization and circulation considerations. These areas, which contain C N (Commercial Neighborhood) and C C (Community Created: 2023-05-25 08:14:34 [EST]
(Supp. No. 7, Update 3)
Commercial) Zoning Districts, shall be subject to differing criteria as compared to other commercial areas in the City, as set forth within this section.
A. Antique Village District Area. This area consists of properties fronting on the north side of Sixth Street between Magnolia Avenue and Veile Avenue, on the south side of Sixth Street Between Euclid Avenue and Veile Avenue, and on the east and west sides of Beaumont Avenue between Sixth Street and Seventh Street.
1. Within this special district, signs are permitted for commercial complexes as follows:
a I�(,' IITSinnc. Ong. e—walwallmoll sign—ic permitted for eaGil-wall-face-of-the-establishment Nprovided thorn ore not more thou fo n w II signs for any one establishment If red exceed 75 square fcct per sign. Wall signs shall not occupy more than 60 percent of the storefront or unit width. Painted wall signs are permitted when determined to be compatible with the architect iral character of the building and area If the sign contains a logo, said logo shall be a maximum of 36 inches in height. A wall wall upon which it is mo anted
b. Monument Signs: One monument sign not to exceed 30 square feet in sign area which may be permitted to identify separate establishments or uses in the commercial complex, or for noncommercial messages. The monument sign structure shall not exceed six fcct in height. One additional monument sign may be —permitted on parcels having more than one frontage and the signs are located at least 200 feet apart.
c. Pylon Signs: Pylon signs not to exceed 75 square feet in sign ar a which may be permitted to identify separate establishments or uses in the commercial complex, subject to approval of a sign permit by the Planning Commission. In consideration of pylon signs in this area the Planning Commission shall consider the need for compatibility and appropriateness of such signage at the proposed location but shall not consider the message content of the proposed sign, other than the onsite/offsite distinction for commercial messages.
d. Monument and pylon signs shall be placed in a landscaped area or planter of not less than 250 square feet. Monument and pylon signs shall be a minimum of five exceed twe co are feet mov be placed nn the rear of the h ulld nn for service and delivery —purposes.
f. Directional signs: A maximum of two on mite directional signs per drive approach each not to exceed a total of ten sguare feet in area and four feet in height g. Window signs: Window signs conforming to the provisions of Section
17.07.070.A(1) and (16).
h. Under canopy signs: For each use or occupancy, one maximum four square foot identification under canopy sign per frontage
1. Internally or back lit fluorescent signs shall not be permitted in the Antique Village District -Area
2. Pcrmittcdcignsfoo _ate nt port of a commercial complex call in l dc:
Created: 2023-05-25 08:14:34 [EST]
(Supp. No. 7, Update 3)
a. Wall signs: One wall sign is permitted for each wall face of the establishment Nprovided there are not more than fo r enroll signs for any one establishment /Any such sign used for commercial messages must qualify as onsite. In no case shall cxcccd 75 squarc fcct per sign. Wall signs shall not occupy more than 60 percent of the storefront or unit width. Painted wall signs are permitted when determined by the Director, without consideration of message content, to be compatible with the architect oral character of +he h ildThg and area. A wall sign may not project any —f eighf above the roof save line or narapet of the enroll non which it is mounted.
b. Service and delivery signs: One unlighted sign per occupancy not to exceed two square feet may be placed on the rear of the building for service and delivery purposes.
c. Directional signs: A maximum of two on mite directional signs per drive approach ch not to cxcccd a total of tcn squarc fcct in arca and four feet in height. d. Window signs conforming to the provisions of Section 17.07.070.A(1) and (16). c. Undcr canopy signs: For cach use or occupancy, one maximum four foot identification under canopy sign per frontage.
3. Automobile service stations signs shall be permitted subject to the following requirements:
a. Identification/price monument sign: For each service station, one monument, combination price and identification sign, maximum 30 square feet in size and advertising as required by State law.
b. Special service signs: Each service station may display two special service signs per pump island. Special service signs shall be limited to such items as self -serve, permanently affixed to the pump island they identify. Each sign may not exceed four square feet in overall size.
c. Wall signs for automobile service stations shall be permitted subject to the provisions set forth in Section 17 07- 110 D (1) and (16.) d. Directional Signs: A maximum of two on site directional signs per drive approach each no+ +n eviceecl a total of ten sod rocs fee+ in area anrJ fns height c. Window Signs: Window signs conforming to the provisions of Section
17.07.070.A.(1) and (16).
B. Beaumont Avenue Corridor. Properties fronting on both sides of Beaumont Avenue between Seventh Q+reef anel Gn r+een+h Q+reef are allowerl sons as follow
1. Permitted signs for commercial complexes shall include:
a. Wall Signs: Onc wall sign is permitted for cach wall facc of the establishment provided there are not more than four wall signs for any one business. If used to display a commercial message, the sign must qualify as onsite. In no case shall cxcccd 75 squarc fcct per sign. Wall signs shall not occupy more than 60 percent of the storefront or unit width. A wall sign may not project any of its height above the roof, eave line or parapet of the wall upon which it is mounted Created: 2023-05-25 08:14:34 [EST]
(Supp. No. 7, Update 3)
b. Monument Signs: One monument sign not to exceed 30 square feet in sign area which may be permitted to identify separate businesses or uses in the commercial complex. The monument sign structure shall not exceed six feet in height.
Additional monument signs may be permittcd on parcels having more than ono frontage and the signs are located at least 200 feet apart. Monument signs shall be located in a landscaped planter of not loss than 750 c e feet and shall be a minimum of five feet from any right of way, sidewalk or driveway. c. Service and Delivery Signs: One unlighted sign per occupancy not to exceed two square feet may be placed on the rear of the building for service and delivery purposes.
d. Directional Signs: A maximum of two on site directional signs per drive approach each nnf to exceed a total of ton sguare foot 'n area and fog r fool 'n height c. Window Signs conforming to the provisions of Section 17.07.070.A. f. Under Canopy Signs: For each use or occupancy, one maximum four square foot u nder canopy sign nor frontage
2. Permitted signs for uses not part of a commercial complex shall include:
a. Wall Signs: One wall sign is permittcd for each wall face of the establishment provided there are not more than four wall signs for any one business If i ed to the total sign area of any unit or building exceed three quarters of one square foot not exceed 7F sgu are feet per sign Wall signs shall not occ py more than 60 Npercent of the storefront or nit width 4 wall sign may not project any of its height b. Monument Sign: One monument sign not to exceed 30 square feet in sign area that may be permitted to idcntify an establishment. The monumcnt sign structure shall not exceed six feet in height. Additional monument signs shall be located in a landscaped area or planter of not less than 750 feet and shall be Iocafed a minimum of five feet from any right of way, sidewalk or driveway. c. Service and Delivery Signs: One unlighted sign per occupancy not to exceed two square feet may be placed) nn the rear of the building for service and delivery purposes.
d. Directional Signs: A maximum of two on site directional signs per drive approach each not to exceed a total of ten square feet in area and fou r feet 'n height c. Window Signs conforming to the provisions of Section 17.07.070.A.(1) and (16). f. Under Canopy Signs: For each use or occupancy, one maximum four square foot icicntification under canopy sign per frontage
{ Ord. No. 1128 , § 2(Exh. B), 12 1 2020)
17.07.130 - Sign regulations for specific plan area zone.
A. A. Permitted Signs in the Specific Plan Area (SPA) Zone —Exempt Signs. The SPA Zone permits a variety of residential and supporting commercial and other supporting land uses. Signs; which may be erected without permits as provided for in Section 17.07.070 of this Chapter are permitted in the SPA Zone consistent with the respective land use.
B. B. Signs Subject to Permits. Provisions and standards for signs shall be established within a specific plan for land uses contained therein. The specific plan shall establish a Created: 2023-05-25 08:14:34 [EST]
(Supp. No. 7, Update 3)
project -wide sign program and shall make provisions for the development and review of Uniform Sign Programs consistent with Section 17.07.060.L of this Chapter for each non- residential land use component of the specific plan.
{ Ord. No. 1128, § 2(Exh. B), 12 1 2020)
17.07.140 - Sign design standards.
The design standards set forth in this section apply to all signs in the City of Beaumont.
A. A. Relationship to Other Signs. Where there is more than one monument sign(1) Monument Sign located upon a lot, all such signs shall have designs which are well related to each other by the similar treatment or incorporated of not less than four (4) of the following six (6) design elements:
1. 1. Type of construction materials as used in the several sign components (such as cabinet, sign copy, supports);
2. 2. Letter style of sign copy;
3. 3. Illumination;
4. 4. Type or method used for supports, uprights or structure on which sign is supported;
5. 5. Sign cabinet or other configuration of sign area; and
6. 6. Shape of entire sign and its several components.
B. B. Landscaping. Each monument signMonument Sign shall be located in a planted landscaped area which is of a shape, design and size (equal to at least the sign area) that will provide a compatible setting and ground definition to the sign. The planted landscaped area shall be maintained on a reasonable and regular basis.
C. C. Illumination and Motion. Monument signs shall be non-moving stationary structures (in all components) and illumination, if any, shall be maintained by artificial light which is stationary and constant in intensity and color at all times (non -flashing).
D. D. Sign Color. Sign colors should be compatible with the building architecture. Within shopping centers, sign color should complement the color scheme for the center. This provision does not apply to noncommercial messages displayed on signs.
E. Special Commercial Areas. Signs proposed within the special commercial areas identified in this Chapter shall be subject to detailed design review by the Community Development Director and/or Planning Commission for the purpose of ensuring consistency and compatibility with the respective area. Such review shall be performed in conjunction with the processing of permit applications as set forth in this Chaptcr. Howcvcr, such analysis shall not consider the message content of the proposed sign. { Ord. No. 1128 , § 2(Exh. B), 12 1 2020)
Created: 2023-05-25 08:14:34 [EST]
(Supp. No. 7, Update 3)
TITLE 8 - HEALTH AND SAFETY
Chapter 8.50 OUTDOOR LIGHTING
Chapter 8.50 OUTDOOR LIGHTING
8.50.010 Purpose and intent.
It is the purpose and intent of this Chapter to establish regulation and standards which will reduce light pollution generated by residential, commercial and industrial lighting fixtures and devices, minimize light pollution which has a detrimental effect on the environment and the enjoyment of the night sky, reduce and minimize lighting and lighting practices which cause unnecessary illumination of adjacent properties, correct problems of glare and light trespass, and reduce energy use.
(Ord. 1014, 5-1-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.020 Definitions.
As used in this Chapter, the following words and phrases shall have the meanings set forth below:
"Glare" light that causes visual discomfort or disability, or loss of visual performance. "Light fixture" means a complete lighting unit consisting of a lamp or lamps, the lamp holder, reflector, lens, diffuser, ballast and/or other components and accessories, together with parts designed to distribute the light, to position and protect the lamps, and to connect the lamps to the power supply. Sometimes referred to as a "luminaire". "Light pollution" means any artificial light emitted into the atmosphere, either directly or indirectly by reflection that impacts astronomical research and the enjoyment of the night sky by reflection off of airborne dust, water vapor and other atmospheric particulates. "Light trespass" means any artificial light or glare from a light fixture onto neighboring property that interferes with viewing of the night sky, or eliminates the ability to have darkness on the adjacent property, or shines into neighboring windows, properties or structures.
Quantitative measurement of light trespass shall be made with a standard yardstick having a length of three feet and a width of 1.5 inches. The yardstick shall be placed at the complainant's property line nearest the light source. The Planning Director or his or her designee shall then determine if a shadow is cast by the light source onto a plain white paper. The light source, yardstick and shadow must be in alignment. Measurements shall not be taken when there is a moon in the night sky.
"Nuisance lighting" means and includes, but is not limited to, glare, sky glow, light pollution and light trespass.
"Shielded" a light fixture having a housing or optics that prevents a direct view of the light source from normal viewing angles. Types of shielding include:
Beaumont, California, Code of Ordinances
i. "Fully shielded" a lighting fixture shielded or constructed so that light rays are only emitted at angles below a horizontal plane passing through the lowest point of the fixture from which it is emitted. Sometimes referred to as a "full -cutoff fixture; ii. "Shielded" a light fixture emitting less than two percent of its light above the horizontal plane;
iii. "Partly shielded" a light fixture emitting less than ten percent of its light above the horizontal plane. Sometimes referred to as a "semi -cutoff fixture; iv. "Unshielded" a light fixture that emits ten percent or more of its light above the horizontal plane.
"Sky glow" the brightening of the night sky attributable to man-made sources of light. "Temporary lighting" lighting installed with temporary wiring and operated for less than 60 days in any calendar year. Temporary lighting includes "string lighting", which is any type of lighting and utilizes more than one lamp or bulb connected by a continuous wire and not exceeding 1.5 watts per bulb. Temporary lighting does not include flashing lamps or bulbs unless they are temporary holiday decorations.
(Ord. 1014, 5-1-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.030 Establishment of Lighting Zones.
There is hereby established three Lighting Zones within the City of Beaumont for the purpose of regulating and establishing standards for the reasonable use of outdoor lighting, the area of which zones are defined on the basis of land use:
8.50.030.1 The Residential Lighting Zone: shall consist of all areas of the City zoned exclusively for residential uses;
8.50.030.2 The Commercial Industrial Lighting Zone: shall consist of all areas of the City zoned exclusively for commercial and industrial uses;
8.50.030.3 The Special Use Lighting Zone: shall consist of specific land uses which require accurate color rendition, as more specifically provided for in Section 8.50.080, below. (Ord. 1014, 5-1-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.040 Prohibited lighting.
The following lighting systems are prohibited in all Lighting Zones, except by special event permit or Conditional Use Permit: aerial lasers, "search light" style lights, mercury vapor lights, flashing lights (unless they are temporary "holiday decorations" as provided for in Section
8.50.050.3 below), low-pressure sodium fixtures, lighting fixtures mounted in such a way as to illuminate a wall, building facade, roof or awning, or aimed only towards a property line, or which interferes with the safe operation of a motor vehicle as determined by the Police Chief or City Engineer, and billboard lighting that is pointed up.
(Ord. 1014, 5-1-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.050 Exempt lighting.
The following outdoor lighting fixtures are exempt from this Chapter:
8.50.050.1 Fossil fuel (e.g., gas) lamps;
8.50.050.2 Neon;
8.50.050.3 Temporary holiday decorations;
8.50.050.4 Flag lighting of 150 watts or less;
8.50.050.5 Emergency lighting;
8.50.050.6 Internally illuminated signs that have dark backgrounds (opaque or colored) and light lettering (white or colored lighter than the background) so as to minimize glare;
8.50.050.7 Motion detector lighting fixtures, provided (a) that there is no light trespass, (b) the fixtures are mounted within five feet of an entrance or exit door or alcove of a structure, (c) installed no more than eight feet above the ground, (d) illuminated with a maximum of two light bulbs of no more than 75 watts each, (e) maximum time the light is on after being triggered is ten minutes, and (f) light cannot be trigger from more than 30 feet away;
8.50.050.8 Exposed string outdoor lighting, provided (a) that they consist exclusively of a white light with a clear bulb, and (b) the installation of such lights shall be limited to the lighting of living landscape features (shrubs and trees) in outside dining areas or within the parking areas of a commercial center or plaza.
(Ord. 1014, 5-1-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.060 Lighting in the Residential Lighting Zone.
8.50.060.1 Generally. All outdoor lighting fixtures shall be installed and operated in conformance with this Chapter, and the California Building Code. The following standards are applicable to all outdoor lighting within the Residential Lighting Zone.
8.50.060.2 Maximum lumens and Shielding. All outdoor lighting shall comply with the following lamp lumen limits and shielding requirements:
a. Fully shielded: 2,250 lumens (or equivalent) maximum; b. Shielded: 825 lumens (or equivalent) maximum;
c. Partly shielded: None permitted;
d. Unshielded: Low voltage (24 volts or less) landscaping lighting only;
e. Prohibition against adjustable light fixture mounts: Outdoor lighting fixtures shall be permanently installed so as to maintain the shielding requirements, except that low voltage landscaping lighting may use flexible or adjustable mounting systems.
8.50.060.3 Height Limit. Lights mounted on poles or structures intended primarily for mounting lights shall not exceed a mounting height of 40 percent of the horizontal distance of the light pole from the property line, up to a maximum of 16 feet high, whichever is lower; except that lighting attached to single family residences shall not exceed the height of the roof eave.
8.50.060.4 Total Lamp Power Limit. This subsection applies to all outdoor lighting, whether attached to a building, poles or other structures. The maximum allowable lighting limit per lot in the Residential Lighting Zone shall be determined by multiplying the area (square footage) of the lot by 0.03, the allowable lamp wattage per square foot of lot area.
8.50.060.5 Nonconforming Lighting. All outdoor light fixtures existing and legally installed prior to the effective date of this Chapter shall be deemed non -conforming and are exempt from the requirements of this Chapter except that non -conforming lighting fixtures shall not be structurally altered, reconstructed or replaced so as to extend their useful life. In the event that any non -conforming lighting fixture is structurally altered, reconstructed or replaced, such fixture shall be made to conform to the requirements of this Chapter. Additionally, should it be determined that a non -conforming light fixture results in light trespass, the Planning Director may require that the light be shielded, filtered, redirected, replaced with a less intense light source, removed or a combination thereof, to eliminate light trespass. Alternatively, a variance may be applied for.
(Ord. 1014, 5-1-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.070 Lighting in the Commercial/Industrial Zone.
8.50.070.1 Generally. All outdoor lighting fixtures shall be installed and operated in conformance with this Chapter, and the Uniform Building and Electrical Codes. The following standards are applicable to all outdoor lighting within the Commercial/Industrial Zone:
8.50.070.2 Maximum Lumen and Shielding. All outdoor lighting shall comply with the following lamp lumen limits and shielding requirements:
a. Fully shielded: 60,000 lumens (or equivalent) maximum; b. Shielded: 1,500 lumens (or equivalent) maximum;
c. Partly shielded: 825 lumens (or equivalent) maximum; d. Unshielded: Low voltage (24 volts or less) landscape and ornamental lighting; e. Prohibition against adjustable light fixture mounts: Outdoor lighting fixtures shall be permanently installed so as to maintain the shielding requirements, except that landscape and ornamental lighting may use flexible or adjustable mounting systems.
8.50.070.3 Height Limit. Lights mounted on poles or structures intended primarily for mounting lights shall not exceed a mounting height of 40 percent of the horizontal distance of the light pole from the property line, up to a maximum of 20 feet high, whichever is lower; except that lighting attached to single story building shall not exceed the height of the roof eave. Poles shall be appropriately scaled for small buildings and lots. Fixtures shall be in scale with the proposed height.
8.50.070.4 Total Lamp Power Limit. This subsection applies to all outdoor lighting, whether attached to a building, poles or other structures. The maximum allowable lighting limit per parcel in the Commercial/Industrial Zone shall be determined by multiplying the area (square footage) of the parcel by 0.05, the allowable lamp wattage per square foot of parcel area.
Project scale may require closer spacing and lower wattage.
8.50.070.5 Lighting Curfew. Outdoor lighting systems in the Commercial/Industrial Zone shall be turned off or reduced in lighting by at least 50 percent beginning at 10:00 p.m. or close of business, whichever is later, until dawn or the start of business, whichever is sooner. The reduction shall be determined as an overall average for the parcel. When possible, the lighting system shall be turned off rather than reduced in lighting level. Lighting shall be equipped with controls for photocell on and timer off. Exceptions to the lighting curfew are as follows:
a. When there is only one conforming lighting fixture for the parcel; or b. When a law or regulation requires lighting for steps and stairs; or c. When, in the opinion of the Planning Director, reduced lighting levels at a given location will cause unacceptable increased risk and design levels must be maintained.
8.50.070.6 Nonconforming Lighting. All outdoor light fixtures existing and legally installed prior to the effective date of this Chapter shall be deemed non -conforming and are exempt from the requirements of this Chapter except that non -conforming lighting fixtures shall not be structurally altered, reconstructed or replaced so as to extend their useful life.
In the event that any non -conforming lighting fixture is structurally altered, reconstructed or replaced, such fixture shall be made to conform to the requirements of this Chapter.
Additionally, should it be determined that a non -conforming light fixture results in light trespass, the Planning Director may require that the light be shielded, filtered, redirected, replaced with a less intense light source, removed or a combination thereof, to eliminate light trespass. Alternatively, a variance may be applied for.
8.50.070.7 Electronic Billboard Lightning Requirements. Electronic billboard operating criteria:
a. Each static message shall not include flashing lights or the varying of light intensity. b. Minimum Display Time. Each message shall be displayed for a minimum of four (4) seconds.
c. Electronic billboards shall not operate at brightness levels of more than 0.3 foot-candles above ambient light, as measured using a foot-candle meter, at a pre-set distance as set forth under this section.
d. Pre-set distances to measure the foot-candles' impact vary with the expected viewing distances of each size sign and shall comply with the following:
Nominal Face Size
12' x 25'
10'6" x 36'
14' x 48'
Distance to Point of
Measurement
150'
200'
250'
e. Each electronic billboard shall have a light sensing device that will adjust the brightness as ambient light conditions change.
f. Each electronic billboard shall be designed and required to freeze the display in one (1) static position, display a full black screen, or turn off, in the event of a malfunction. g. Electronic billboards shall not be operated in such a fashion as to constitute a hazard to safe and efficient operation of vehicles on streets or freeways and shall comply with all applicable local, state, and federal laws and regulations. h. No electronic billboard shall involve any red or blinking or intermittent light that may be mistaken for warning or danger signals nor shall its illumination impair the vision of travelers on the adjacent freeway and for roadways.
i. Electronic billboards shall be operated and maintained in compliance with Business and Professions Code Section 5403.
(Ord. 1014, 5-1-2012; Ord. 1029, 12-18-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.080 Special Use Zone.
8.50.080.1 Generally. The Special Use Area shall consist of specific land uses where the use of the space or area requires colors to be rendered as accurately as possible. Such uses may include, but are not limited to:
a. Automobile sales lots;
b. Outdoor recreation facilities (e.g. tennis courts, driving ranges, ball fields); c. Outdoor advertising displays;
d. Service stations;
e. Industrial areas were higher pole heights are required to avoid interference with vehicle operations;
8.50.080.2 Minor Plot Plan Required. A Minor Plot Plan ("MPP") for outdoor lighting in a Special Use Area shall be applied for and obtained from the Planning Director, upon written application therefore and the payment of an administrative fee. To obtain a MPP, applicants shall demonstrate that the proposed lighting installation:
a. Is not within the Residential Lighting Zone;
b. Utilizes fully -shielded, side shielded and internally -shielded light fixtures to the maximum extent practicable;
c. Includes measures to mitigate light trespass and artificial sky glow.
8.50.080.3 Lighting Curfew. Outdoor lighting systems in the Commercial/Industrial Zone shall be turned off or reduced in lighting by at least 50 percent beginning at 10:00 p.m. or close of business, whichever is later, until dawn or the start of business, whichever is sooner. The reduction shall be determined as an overall average for the parcel. When possible, the lighting system shall be turned off rather than reduced in lighting level. Lighting shall be equipped with controls for photocell on and timer off.
(Ord. 1014, 5-1-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.085 Parks and trails lighting specifications.
8.50.085.1 Generally. The following specifications shall apply to all public and private sidewalks, pedestrian trails, bicycle paths, and equestrian trails (collectively, "trails"), and public parks.
8.50.085.2 Trails. Overhead lighting shall be placed on poles not more than 16 feet in height, illuminating only the trail itself plus an additional area of not more than five feet in width on either side of the trail, with a total lamp power limit of 0.040 watts per square foot.
8.50.085.3 Parks. Overhead lighting in parks shall be placed on poles not more than 16 feet in height, with a total lamp power limit of 0.020 watts per square foot; however solar/LED lighting is preferred in parks and will be reviewed on a project basis.
8.50.085.4 Shared Public Lighting. Where street lights occur adjacent to parks and/or trails add an additional arm and light fixture to illuminate the adjacent park/trail area. (Ord. 1014, 5-1-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.090 Street lighting specifications.
8.50.090.1 Generally. The following specifications apply to all street lighting in the City, on all public and private roadways. The City has adopted the Southern California Edison (SCE) rate standards; scheduled rates LS -3 and LS -2. The City will accept the option of re -tamping. This rate schedule is for collector roads, arterial roads and highways. LS -3 is a metered system with a special rate. It may be combined with the sprinkler controller meter pedestal, in most cases.
The in -tract streetlights on residential roads will be LS -2, fed from the nearest Point of Contact with SCE. The developer of each tract map or parcel map will pay the City to install the street lighting system. The street lighting system will be wholly -owned and installed by the City. The LS -3 systems shall consist of a two-inch conduit from the SCE source to a meter pedestal to the lights per approved layouts. All work performed shall be by a Licensed Electrical Contractor. All
inspections shall be by the City of Beaumont. All new installations of street lights utilizing previously approved plans on collector roads shall utilize LED type luminaries; new installations in new tracts and collector roads shall be LED type luminaires and powered via solar power utilizing battery backup. These solar powered lights shall be referred to as "solar/LED lights" herein.
8.50.090.2 LED Fixture Standard. LED Luminaries to have rated life of 70,000 hours, 5000k color, Dark Sky approval, readily available replacement parts, and bird barrier spikes installed.
8.50.090.3 Solar/LED Assembly. The specified and test brand is Sol Lighting, style 10/10 and 20/20 with top mount photovoltaic/battery assembly. This assembly is to have an LED luminaire, solar panel(s), locking vented battery enclosure, articulating solar panel mount, maintenance -free 100Ah sealed gel cell battery(s) sized for three nights of operation without charging, and a system controller capable of dimming LED and regulating battery charge voltage. There shall be two standard types of these solar/LED assemblies; a 2057 lumen [SOL#Z- 1-XF-3-E-30-D-H-2] and a 4169 lumen [SOL#Z-1-TF-3-E-74-D-H-2] version. Both shall be designed to operate for a minimum of three nights without charging once fully charged.
8.50.090.4 Poles. All poles will be round steel tapered poles with a bronze. On interior streets the builder can select the street light color or use the basic City color The Type A is a 30 - watt and will be installed on a 23 -foot pole, with a six-foot arm upswept three feet for a luminaire mounting height of 26 feet. The Type C-1, C-2 and D is a 4169 lumen fixture and will be mounted on a 23 -foot pole with a eight foot arm upswept five feet for a luminaire mounting height of 28 feet. All arms are to be hot dipped galvanized steel or aluminum with a rain cap.
Colored arms may be baked powder coating. Poles must have a minimum 80 miles per hour wind factor and sustain a 1.3 gust factor. The approved manufacturer is Valmont, Inc. All poles will be identified on the pole label with the letters "BMT" to signify they are part of the City of Beaumont street lighting system. Type B pole is a specially approved custom pole and has a specific luminaire.
8.50.090.5 Pole Bases. All poles will have a 30 -inch round or square in -ground base with a depth of 48 inches from top of curb, and a minimum 42 inches of concrete base depth. There will be four one -inch anchor bolts 36 inches long with a four -inch turn. Washers will be installed above and below the one -inch pole -mounting flange. Anchor bolts, washers and nuts will all be hot dipped galvanized steel per pole manufacturer specifications. All poles are to be placed behind the curb with a center of pole measurement of 18 inches from the face of curb to the center of pole. In projects with a "rolled" curb or a "wedge" curb streetlights may be placed behind the sidewalk if necessary. Concrete for pole bases shall be a public works design mix with test strength of 3250 PSI.
8.50.090.6 Wiring to Pole. Where solar/LED style lights are not utilized, wiring to pole will be two #12 THWN stranded (one red and one black) ran down through pole, in one -inch schedule 40 PVC underground to an 11 inches wide by 17 inches long by 12 -inch deep concrete hand hole with concrete cover marked "street lights" behind the sidewalk or next to the pole, in the sidewalk. All pull boxes shall have locks for the covers. Install a #6 copper wire through the one -inch PVC and ground below the top washer on one of the pole flanges with one -inch
threaded nuts. In the same box provide two Fusetron GEB-II-II fuse holders with five amp 250 - volt midget fuses on the power conductors (black and red). All fuse holders shall be taped with a 50 percent overlay, and a minimum of three layers. Two coatings of "scotch coat" shall be applied to all taped connections, for waterproofing. At the luminaire leave 12 inches of slack wire as a service loop. All wire shall be copper.
8.50.090.7 The Main Wiring. Where solar/LED style lights are not utilized system shall be one -inch schedule 40 PVC run behind the curb, or shall be trenched with a minimum depth of 18 inches, in the parkway and 24 inches under any street, or be four inches below four inches of concrete. At all times there must be a one -inch separation between the installed conduit and the concrete above it. On regular curb installations, with cut out or depressed driveway approaches, conduits run behind the curb must not be installed in the approach pour. Concrete pull boxes sized 11 inches by 17 inches by 12 inches will be placed behind the sidewalk at each pole and placed in long runs at a distance of 300 feet. The same pull boxes will be used for street crossings and branch wiring terminations. A pull box must be installed on at least one side of each street crossing, and all street crossing shall be run at a 90 -degree angle with the main flow of the street. All Main wiring between the street lights, and the meter will be one #8 THWN Black, one #8 THWN Red, and one #8 THWN Green. Midblock lights are fed by one #8 THWN Blue, and one #8 THWN Yellow, in the same conduit. All terminations and splices will have epoxy seal packs installed on each connection in the pull boxes. All terminations will be made up with 3M brand Blue wire nuts. Ground wires do not require epoxy seal packs. All wire shall be copper. When wire nuts are used in the luminaire installation they must be securely taped. All wiring shall be #8 to three or more poles. When wiring under the LS -2 system with two poles or less the wire shall be #12 to the hand holes and to the Point of Contact. Use approved fuse holders at Point of Contact with SCE.
8.50.090.8 The Circuitry and Voltage Drop. On the wire, shall not exceed five percent to the last light on the run or in any circumstance. The #8 THWN wire will have a breaker rated at 50 amps and be a two -pole rated breaker. If a large number of lights are fed off one pedestal and it is necessary to run two radial circuits, install a second 50 -amp two -pole breaker to feed the second set of lights. The main switching of all lights will be the photocell at each light. Wire must be oversized to allow for voltage drop, use #6 THWN or #4 THWN when necessary. Circuit designs are about 3,000 plus feet for #8 THWN wire, and may extend to over 4,000 feet depending on connected load.
8.50.090.9 The Meter Pedestal and Point of Contact. Where solar/LED style lights are not used, the meter pedestal will be an enclosed "traffic signal" type. It will be rated 120/240 - one phase three -wire, and have four jaws. The minimum amperage will be 100. The maximum AIC rating is 10,000AIC. If the number of lights on one circuit exceeds the capacity of the breaker, add a second one. If the number of lights exceeds a load of 100 amps, use a 200 -amp meter with the same specifications. The meter pedestal will be fed from the nearest SCE pull box with three-inch schedule 40 PVC, verify location with the area SCE planner. If there is a landscape sprinkler clock, which controls solenoids only, no booster pumps, it may be added to the street light meter pedestal. This saves the need for two different meters. All meter pedestals require
three one -inch PVC 90 -degree stub outs for future wiring of lighting or sprinkler timing clocks.
The meter pedestal is only required with LS -3 street lights. Under LS -2 the Point of Contact is the nearest available SCE power, a hand hole, transformer pad or other junction point. When required the SCE meter coordination, SCE Service application, SCE fees, City of Beaumont electrical permit and the City of Beaumont service account setup is the responsibility of the Contractor. The Point of Contact for the LS -2 street lights shall be interconnected with SCE with two-inch schedule 40 PVC, with 24 -inch radius sweeps, 30 inches of cover, and a 36 -inch pull rope. Fuses shall be installed in the Point of Contact pull box, SCE will provide #2 wire to the first hand hole. A %-inch copper -clad ground rod will be installed in the Point of Contact hand hole and the #8 ground wire will clamped to the rod with a "football or acorn style" ground clamp.
8.50.090.10 Layout of Poles. Will be based on the following street width design:
A. 36-, 40- and 44 foot streets. These are Local/Collector Streets, will be 30 watt luminaire. 30 watt will be used on interior streets of tracts at intersections, knuckles and culs-de-sac.
1. For RESIDENTIAL streets the only lights to be installed are at intersections, knuckles, culs-de-sac, or bends where other street lights are not visible. A midblock light shall permitted in areas in which the block is longer than 1,000 feet. A 2057 lumen fixture is to be installed on a Type A 23 -foot pole with a mounting height of 26 feet. The arm is to be six feet long. When installed the minimum average foot-candles on the lanes of travel will not be less than .37 foot-candles. The average divided by the minimum will be in a ratio of 6:1. The minimum foot-candles will be .06. Refer to pole standard 1, Type A. Additional lighting may be permitted per Section 8.50.090.11 for pedestrian conflict areas such as around parks, schools and public meeting places.
2. For COMMERCIAL streets only 4169 lumen fixtures and poles can be used. The minimum average foot-candles on the lanes of travel will not be less than .84 foot-candles. The average divided by the minimum will be in a ratio of 6:1. The minimum foot-candles will be .16. The maximum spacing will be 200 feet with stagger or straight spacing. See diagram 9.A.2 for photometric layouts. Refer to pole standard 3, Type C-1 or Type C-2.
3. For RURAL streets the only lights to be installed are at intersections, knuckles, culs-de-sac, bends, or other conflict areas as determined necessary by the Director of Planning. A 2057 lumen fixture is to be installed on a Type A 23 -foot pole with a mounting height of 26 feet. The arm is to be six feet long. When installed the minimum average foot-candles on the lanes of travel will not be less than .37 foot-candles. The average divided by the minimum will be in a ratio of 6:1. The minimum foot-candles will be .06. See diagrams 9.A.1A for photometric layouts. Refer to pole standard 1, Type A.
B. 56- and 64 foot streets. These are Divided Collector or Secondary Highways, will be 4169 lumens.
1. For RESIDENTIAL streets the minimum average foot-candles on the lanes of travel will not be less than .66 foot-candles. The average divided by the minimum will be in a ratio of 4:1. The minimum foot-candles will be .16. The maximum spacing will be 200 feet with a straight or stagger spacing. Use a 4169 lumens luminaire. Refer to pole standard 3, Type C-1 or Type C-2.
2. For COMMERCIAL streets the minimum average foot-candles on the lanes of travel will not be less than 1.12 foot-candles. The average divided by the minimum will be in a ratio of 4:1. The minimum foot-candles will be .28. The maximum spacing will be 200 feet with a stagger or straight spacing. Use a 4169 lumens luminaire. Refer to pole standard 3, Type C-1 or Type C-2.
3. For RURAL streets the only lights to be installed are at intersections, knuckles, culs-de-sac, bends, or other conflict areas as determined necessary by the Director of Planning. When installed the minimum average foot-candles on the lanes of travel will not be less than 1.12 foot-candles. The average divided by the minimum will be in a ratio of 4:1. The minimum foot-candles will be .28. Use a 4169 lumens luminaire. Refer to pole standard 3, Type C-1 or Type C-2.
C. 76 foot and wider streets. These are Major or Arterial Highway or urban alternate streets, will be 4169 lumens luminaire.
1. For RESIDENTIAL streets the minimum average foot-candles on the lanes of travel will not be less than .84 foot-candles. The average divided by the minimum will be at a ratio of 3:1. The minimum foot-candles will be .28. The maximum spacing will be 200 feet with a stagger or straight spacing. Use a 4169 lumen luminaire. Refer to pole standard 3, Type C-1 or Type C-2.
2. For COMMERCIAL streets the minimum average foot-candles on the lanes of travel will not be less than 1.3 foot-candles. The average divided by the minimum will be at a ratio of 3:1. The minimum foot-candles will be .40. The maximum spacing will be 180 feet with a stagger or straight spacing. Use a 4169 lumen luminaire. Refer to pole standard 3, Type C-1 or Type C-2.
3. If the street has a raised median, the preferred placement of the luminaries is doubled up on the poles mounted in the median. This is the most economical and best layout. This would be when a developer is responsible for the whole street width improvement.
4. If the street has a painted median, the placement of the luminaries is on the sides of the streets, not in the painted median. This is when the developer is responsible for one-half the street improvement and the other half is a different developer's responsibility.
5. For RURAL streets the only lights to be installed are at intersections, knuckles, culs-de-sac, bends, or other conflict areas as determined necessary by the Director of Planning. When installed the minimum average foot-candles on the lanes of travel will not be less than 1.3 foot-candles. The average divided by the minimum will be at a ratio of 3:1. The minimum foot- candles will be .40. Use a 4169 lumen luminaire. Refer to pole standard 3, Type C-1 or Type C-2.
8.50.090.11 Layout of Poles at Pedestrian Conflict Areas for Residential Neighborhoods.
Will include but are not limited to intersections, marked crosswalks, culs-de-sac, knuckles, areas around parks, schools, gang -style mailbox locations and public meeting places. Where Type A poles are required, the layout will be 26 -foot poles with 2057 lumen luminaries spaced at 190 feet, straight or stagger spacing, with all mid -block lights installed. The minimum average foot- candles are .37 foot-candles on all lanes of traffic. The average divided by the minimum will be at a ratio of 6:1. The minimum foot-candles shall not be less than .06 foot-candles. When required foot candles cannot be meet due to wider streets a Type D (2057 lumen) pole shall be allowed with a maximum spacing of 240 feet with a stagger or straight spacing. Refer to pole standard 2, Type D.
8.50.090.12 Special Decorative Fixtures. Will follow the same foot-candle requirements and must be separately calculated for the proper spacing. Due to our dark sky policy, the City of Beaumont Public Works Director or his or her designee must approve all substitutions to prevent any lighting above 90 degrees. All decorative shall be called Type B. All new decorative design projects, solar/LED style lights shall be utilized.
8.50.090.13 Placement at Intersections. The poles are to be installed at the back of curb radius, not ever in a radii of the corner. All poles shall be five feet from a driveway approach, fire hydrant, traffic light, crossing signals, or any street signage or safety marker.
8.50.090.14Location of Poles. Poles are to be placed at or as near as possible to property lines on all residential streets.
8.50.090.15 Substitutions. All specifications are subject to "or equal" substitutions, and must be approved in advance by the City of Beaumont Public Works Director or his or her designee.
8.50.090.16 Street Light Curfew. All mid -block lights on 56-, 64- and 76 -foot roads will be turned off by an electronic time clock at the meter pedestal, or via digital control in solar/LED unit. The time clock will be rated 30 amps and have a 30 -amp two -pole breaker installed to feed the time clock. The specified clock model is # ETI04C Intermatic or equal. All lights will still have a photocell and the time clock will control the operation of the photocell. Two extra #8 wires will be pulled in these conduits (1-#8 THWN Blue, and 1-#8 THWN Yellow). No deviation from the color code will EVER be allowed.
8.50.090.17 The Street Types and Layout Requirements are as follows:
MINIMUM AVERAGE HORIZONTAL FOOT CANDLES
Types of Street
Width of Street
Commercial
Residential
Major or Arterial
Highway or Urban
Alternate
76 Feet and Wider
1.3 fc (3:1) Ratio
0.84 fc (3:1) Ratio
Divided Collector
Street or Secondary
Highway
56 and 64 Feet
1.2 fc (4:1) Ratio
0.66 fc (4:1) Ratio
Local and Collector
Streets
36, 40 and 44 Feet
0.84 fc (6:1) Ratio
0.37 fc (6:1) Ratio
Note 1: Ratio is overall average foot-candles divided by the minimum foot-candles.
Note 2: Special layout on the Local and Collector Streets for residential applications. See #9 A.1 and #10 above for more information.
8.50.090.18 Plans. All standards are subject to substitution of brand name for an approved equal. These specifications are a guideline. Street improvement plans must be submitted to the City of Beaumont Public Works Department. The location, aiming, fixture, pole, solar/LED assembly and base detail to be shown on one set of drawings for each street lighting project.
The City's Application and inspections fees will be set by resolution. The plans shall not be approved until the review fee is paid and no inspection shall be scheduled before the inspection fees have been paid. Developer shall submit three full sets of plans for review and will be notified once review is complete.
8.50.090.19 Inspection. The developer shall provide the City inspector with an onsite signed set of plans for inspection purposes. All sites shall have "Dig Alert" called 48 hours prior to excavation and encroachment permits from the City when necessary.
8.50.090.20 Monthly 0 & M Charges. On all private street systems the City will charge the owner or Home Owners Association for the street lighting usage based on the SCE LS -I rates.
These charges will be monthly and will include an energy charge, a service charge and a maintenance charge. No charges shall be levied on solar/LED style lights. (Ord. 1014, 5-1-2012; Ord. No. 1054, § 1(Exh. A), 3-17-2015)
8.50.095 Diagrams and exhibits.
All diagrams and exhibits referenced in this Chapter shall be kept on file in the Office of the Director of Planning.
(Ord. 1029, 12-18-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
8.50.100 Administration and enforcement.
8.50.100.1 Generally. The Planning Director or his or her designee shall administer and enforce the provisions of this Chapter. Any person who wishes to appeal any order, decision or
determination made by the Planning Director or his or her designee shall do so in accordance with this Chapter. From time -to -time the Planning Director or his or her designee may recommend, and the City Council may adopt by resolution, as deemed necessary, appropriate fees, rules and regulations to implement the provisions of this Chapter. Such rules and regulations shall have the force of law and failure to comply shall be considered a violation of this Chapter. Such rules and regulations shall be implemented with the intent of minimizing light pollution, glare and trespass, and reducing energy use.
8.50.100.2 Lighting Plan. Outdoor lighting plans shall be submitted, accompanied by application, review and inspection fees, to the Planning Director or his or her designee for all commercial, industrial, institutional and residential development for review. The Planning Director or his or her designee shall determine whether the plans comply with the applicable provisions of this Chapter, and shall be approved if in compliance, except that applications for outdoor lighting in the Special Use Zone may be subject to review and approval of a Conditional Use Permit by the Planning Commission.
8.50.100.3 Appeal. An applicant may appeal the determination of the Planning Director or his or her designee within 15 days to the Planning Commission.. The applicant may appeal the Planning Commission's decision to deny or conditionally -approve a CUP within 15 days thereafter to the City Council, and the City Council's determination shall be final and conclusive for all proposes.
8.50.100.4 Variance for Non -Conforming Lighting. In the event the Planning Director or his or her designee determines that a non -conforming lighting fixtures results in light trespass, the responsible party shall shield, filter, redirect or replace the light with a less intense light source, or remove the light to eliminate the light trespass. Corrective action shall be taken within ten days after the determination. The Planning Director or his or her designee may grant additional time (not to exceed 90 days) to remedy the light trespass for hardship ("hardship" shall mean that there is a degree of difficulty in accessibility to the fixture, financial difficulty or cost of correcting the light trespass). A variance may be granted only if the following findings supported by substantial evidence can be made:
a. There are special circumstances or conditions applying to the land, building or outdoor light fixture(s) for which the variance is sought, which circumstances or conditions are peculiar to such land, building or outdoor light fixtures and do not generally apply to the land, buildings or outdoor light fixtures in the neighborhood; and
b. The granting of a variance will generally be in harmony with the intent of this Chapter and will not be injurious to the neighborhood or otherwise detrimental to the public welfare.
The Planning Director shall make a determination of the variance request and notify the applicant in writing of his/her decision. The Planning Director's determination may be appealed by any person to the Planning Commission within 15 days of the decision. Alternatively, the
Planning Director may forward the request to the Planning Commission because of the degree of light trespass, the cost of correction or other similar issues.
8.50.100.5 Violations and Penalties. It shall be unlawful for any person to install, erect, construct, operate, enlarge, alter, replace, move, improve or convert any outdoor lighting fixtures or structure, or cause the same to be done, contrary to or in violation of any provision of this Chapter.
a. Any person who violates the provisions of this Chapter shall first receive a correction notice for the first violation in any given calendar year. The notice shall specify the nature of the offense, the date of occurrence and the required correction. b. In the discretion of the Enforcement Officer, any person violating the provisions of this Chapter shall be issued an Administrative Citation pursuant to Beaumont Municipal Code Chapter 1.17 or shall be guilty of an infraction pursuant to Beaumont Municipal Code Chapter 1.16. In either case, the amount of the fine shall be the appropriate amount set forth in Section 1.16.030 of this Code. Each such violation shall be deemed a separate offense as specified in Section 1.16.040.
Notwithstanding the above, a first offense may be charged and prosecuted as a misdemeanor, punishable by a fine of $1,000.00, or six months in jail, or both. (Ord. 1014, 5-1-2012; Ord. No. 1054 , § 1(Exh. A), 3-17-2015)
BEAUMONT
- C !� 1 1 0 R N A
Staff Report
TO: City Council
FROM: Jennifer Ustation, Finance Director
DATE September 5, 2023
SUBJECT: Establish an Account with California Cooperative Liquid Asset Securities System (California Class) a Joint Powers Authority Investment Pool Description Authorize the City Manager to establish an account with California Cooperative Liquid Assets Securities System (California CLASS) a joint power authority investment pool as a complement to LAIF for excess liquidity funds investment.
Background and Analysis:
The Finance Department brings forward the City's Investment Policy on an annual basis. The Statement of Investment Policy provides guidance and policies for the investment of City funds. The responsibility for the operation of the investment program is delegated to the Finance Director, who shall act in accordance with the investment policy.
Currently, 57% of the City's excess funds are invested in liquid funds, and 43% is invested in longer term securities, with the remaining 30% invested in the Local Agency Investment Fund (LAIF). At the Finance and Audit Committee meeting on July 24, 2023, it was reported that funds within the liquid funds, stemming from deposits into the City's checking/sweep account, had gone over the policy threshold for money market mutual funds which is the main investment vehicle for liquidity investments.
City staff have analyzed the investment categories within the City's portfolio along with the City's investment advisors and the City Treasurer. The City's Statement of Investment Policy prioritize objectives of the City's investment program to preserve principal (safety), ensure sufficient liquidity (liquidity), and generate a market rate of return (return). To accomplish these objectives, it is recommended that the City deposit funds with California Cooperative Liquid Assets Securities System (California CLASS), a joint powers authority investment pool.
California CLASS will serve as a complement to LAIF, as the investment in the pool will further diversify the liquidity portion of the City's portfolio. California CLASS is sponsored by the League of California Cities and the California Special Districts
Association, is authorized per California Government Code Section 53601, offers daily liquidity, and is rated AAAm.
Fiscal Impact:
Funds deposited within California Class will accrue interest daily with interest paid monthly. The Finance Department will assign interest earnings to the appropriate accounting fund based on available cash balances consistent with generally accepted accounting principles (GAAP).
The estimate to prepare this report is $154.
Recommended Action:
Authorize the City Manager to establish an account with California Cooperative Liquid Assets Securities System (California CLASS) a Joint Powers Authority Investment Pool.
Attachments:
A. California CLASS Registration Packet
California
CL3S
California CLASS Registration Packet
California
CLS
California Cooperative Liquid Assets Securities System
Welcome to California CLASS
Thank you for choosing California CLASS!
We believe you have made a sound financial decision in choosing California Cooperative Liquid Assets Securities System (California CLASS). We look forward to being a trusted partner to your organization and its investment management goals and are excited to connect with you to make your investment process a positive, easy experience.
This packet contains all the materials necessary to set up your California CLASS account(s). If you have any questions about the registration process or about your California CLASS account(s), please do not hesitate to contact us. The California CLASS Client Service team can be reached any business day from 8:00 a.m. to 4:00 p.m. PT by phone at (877) 930-5213 or by email at clientservices©californiaclass.com. 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213 [email protected]
F (877) 930-5214 www.californiaclass.com
Page
Plot
92Df 669
California
CLS
California Cooperative Liquid Assets Securities System
Registration Procedures
To participate in California CLASS, please complete the following:
1) Review the Joint Exercise of Powers Agreement and the applicable Information Statements relating to the California CLASS Prime Fund and the Enhanced Cash Fund (located in the Document Center at www.californiaclass.com) .
2) Complete the California CLASS Participant Representation Form (page 4). 3) Complete the Participant Registration (page 5).
4) Complete the Authorized Contacts Form (pages 6/7).
5) Should you be interested in participating in California CLASS Prime, complete the California CLASS Prime Fund Account(s) to be Established form; you may open as many accounts as you wish (page 8). 6) Should you be interested in participating in California CLASS Enhanced Cash, complete the California CLASS Enhanced Cash Fund Account(s) to be Established Form; you may open as many accounts as you wish (page 9). 7) Keep the original forms for your records and send the completed packet to the California CLASS Client Service team by fax (877) 930-5214 or by email [email protected].
Questions? Please contact us; we would love to hear from you:
California CLASS Client Service Team
T (877) 930-5213
[email protected]
Through the California CLASS website, www.californiaclass.com , Participants will be regularly informed of important program information, holidays, upcoming Board meetings, Participant events, conferences, and more. Board of Trustee meetings, which are open to the public, are generally held quarterly and discuss relevant issues to the governance and operations of the California CLASS program.
717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Page PItO3of 669
California
CLS
California Cooperative Liquid Assets Securities System
Participant Representation Form
Participant Information
Entity Name (Participant)
Participant Representations
The undersigned Authorized Signer for the Participant hereby represents and warrants the following during the period the Participant is investing in the California CLASS Investment Program:
• The Participant is (1) a Public Agency (as defined in the Joint Exercise of Powers Agreement) and (2)(a) a political subdivision of the State of California or (b) an organization whose income is excluded from taxable gross income under Section 115 of the Internal Revenue Code, in each case, that has the authority to invest funds in its treasury in investments in accordance with Section 53601 of the California Government Code. • The Participant is authorized to invest in the California CLASS. • Any Authorized Signer for the Participant designated in this California CLASS Registration Packet has full power and authority to make investments for the above Participant in the California CLASS Investment Program unless the California CLASS receives written notice from the Participant otherwise. • The Participant has reviewed and agrees to the limitations described in the Joint Exercise of Powers Agreement and the Information Statements for the Funds within the California CLASS Investment Program and acknowledges that it has been supplied with or been given access to information it requested in connection with making an investment in the California CLASS Investment Program. • The Participant has reviewed the Investment Policies for the Funds within the California CLASS Investment Program and has determined that they are consistent with the legal and policy limitations applicable to the Participant's investments.
• The Participant has consulted with its own counsel and advisers as to all matters concerning investment in the California CLASS Investment Program.
Authorized Signer
Signature Date
Print Name Title
Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses. 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Page P3.;14of 669
California
CLS
California Cooperative Liquid Assets Securities System
Participant Registration
Entity Information
Entity Name (Participant)
Entity Type: ❑ City/Town ❑ County ❑ School District
❑ Other (Specify)
Special District
Mailing Address
City Zip County
Physical Address (if different than above)
City Zip County
Tax ID Fiscal Year End Date (Month/Day)
California CLASS is hereby authorized to honor any telephone, faxed, or electronic request believed to be authentic for withdrawal of funds. The withdrawal proceeds can be sent only to the bank(s) indicated below unless changed by written instructions. Each Participant is responsible for notifying California CLASS of any changes to its account by filling out and sending via mail or email the Forms available on the California CLASS website.
Wires will be distributed every hour with the final distribution ending at 11:00 a.m. PT; distribution times are subject to change as needed by the California CLASS Administrator. Additionally, California CLASS must be notified of any contributions by 11:00 a.m. PT to receive same day credit. If funds are not received by 2:00 p.m. PT, contribution orders will be voided.
Banking Information
Bank Name Bank Routing Number (ABA)
Account Title Account Number
Bank Contact Contact's Phone Number
❑ Wire
❑ ACH ❑ Both
Additional Banking Information (Optional)
Bank Name Bank Routing Number (ABA)
Account Title Account Number
Bank Contact Contact's Phone Number
❑ Wire
❑ ACH ❑ Both
717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
California
CLS
California Cooperative Liquid Assets Securities System
Authorized Contacts
Authorized Signers Can: Read-Onl Users Can:
Approve changes to the Investor Profile
Update banking/contact information
Transfer funds
Receive account updates
Authorized Signer
Print First and Last Name
Signature Required
Email
Email Notifications (notice of report availability in the online portal) ❑ Monthly Statements
❑ Transaction Confirmations
Additional Contact (Optional)
Receive account updates
Request "view -only" access to monthly statements
and transaction confirmations
Title
Phone
Fax
Print First and Last Name Title
*(Signature Required if Authorized Signer)
Email
Permissions (check one only)
❑ Authorized Signer to Move Funds*
0 Read -Only Access
Additional Contact (Optional)
Phone
Fax
Email Notifications (notice of report availability in the online portal) ❑ Monthly Statements
❑ Transaction Confirmations
Print First and Last Name Title
*(Signature Required if Authorized Signer)
Email
Permissions (check one only)
0 Authorized Signer to Move Funds*
❑ Read -Only Access
Phone
Fax
Email Notifications (notice of report availability in the online portal) 0 Monthly Statements
❑ Transaction Confirmations
717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Page Plt3cof 669
California
CLS
California Cooperative Liquid Assets Securities System
Authorized Contacts (cont.)
Additional Contact (Optional)
Print First and Last Name Title
*(Signature Required if Authorized Signer)
Phone
Email Fax
Permissions (check one only)
❑ Authorized Signer to Move Funds*
❑ Read -Only Access
Additional Contact (Optional)
Email Notifications (notice of report availability in the online portal) ❑ Monthly Statements
❑ Transaction Confirmations
Print First and Last Name Title
*(Signature Required if Authorized Signer)
Phone
Email Fax
Permissions (check one only)
['Authorized Signer to Move Funds*
❑ Read -Only Access
Additional Contact (Optional)
Email Notifications (notice of report availability in the online portal) ❑ Monthly Statements
❑ Transaction Confirmations
Print First and Last Name Title
*(Signature Required if Authorized Signer)
Phone
Email Fax
Permissions (check one only)
❑ Authorized Signer to Move Funds*
❑ Read -Only Access
Email Notifications (notice of report availability in the online portal) ❑ Monthly Statements
❑ Transaction Confirmations
717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Page P3.;4zif 669
California
CLS
California Cooperative Liquid Assets Securities System
California CLASS Prime Fund Account(s) to be Established Entity Name (Participant):
Desired Subaccount Name(s)*:
(To be completed by Participant)
*Name must be limited to 35 characters.
Once your California CLASS account has been established, you will receive a confirmation email with your login credentials from [email protected]. If you do not receive your login credentials within 48 business hours of submission, please first check your junk or spam folder before calling the California CLASS Client Service team. 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Page Plt5a f 669
California
CLS
California Cooperative Liquid Assets Securities System
California CLASS Enhanced Cash Fund Account(s) to be Established Entity Name (Participant):
Desired Subaccount Name(s)*:
(To be completed by Participant)
*Name must be limited to 35 characters.
California CLASS Enhanced Cash is designed to
complement the daily liquidity offered by the
California CLASS Prime portfolio.
Enhanced Cash does not seek to maintain a
stable net asset value (NAV) and does not offer
daily liquidity. Unlike the Prime Fund, investing in
Enhanced Cash introduces the potential for the
reporting of unrealized and realized gains and losses.
If you have questions about which of your local
government's funds are appropriate for the California
CLASS Enhanced Cash portfolio, please contact your
California CLASS representative or email
info©californiaclass.com.
Once your California CLASS account has been established, you will receive a confirmation email with your login credentials from no-reply©californiaclass.com. If you do not receive your login credentials within 48 business hours of submission, please first check your junk or spam folder before calling the California CLASS Client Service team. 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Page P3.;6 of 669
BEAUMONT
- C !� 1 1 0 R "1 A
Staff Report
TO: City Council
FROM: Jennifer Ustation, Finance Director
DATE September 5, 2023
SUBJECT: Authorize City Manager to Proceed with the Execution and Delivery of Agreement of Replacement, Appointment and Acceptance for the Purpose of Transferring Bond Trustee Powers from Wilmington Trust, National Association to Zions Bank Corporate Trust
Description This item will allow the City Manager to proceed with the process for removal, appointment and acceptance of the current Trustee, Wilmington Trust, National Association to Zions Bank Corporate Trust.
Background and Analysis:
A bond trust performs specific financial functions including the acceptance and disbursement of bond funds, the maintenance of Reserve Funds, and the custody of investments. The City has 35 (thirty-five) outstanding bond issuances which require trustee services to ensure compliance with the trust agreements established at time of each bond issuance.
The City's current trustee was appointed on January 6, 2017, taking over trustee services from Union Bank. At that time, a Request for Proposal process had been completed with only the current trustee as the respondent. To ensure that the City is receiving the necessary expertise to represent current and future holdings and to monitor service delivery, the City issued an RFP for bond trustee services on June 21, 2023. The City received four (4) proposals by the following banking institutions:
Computershare Corporate Trust
UMB Bank
Zions Bank
Wilmington Trust
The evaluation team interviewed two (2) proposers and presented the recommendation of Zions Bank to the RFP Sub -Committee who agreed with the City staff recommendation. Included below is the scoring from the evaluation team.
RESPONDING FIRMS
LOCATION
BEST
POSSIBLE
RANKING
Rater No.
1 Rater No.
2 Rater No.
3 Total
Ranking
Score
Final
Rank
Computershare Corporate Trust
St. Paul, Mn.
1 92
94 80
89 2
UMB Bank
Denver, CO
1 80
61 70
70 3
Zions Bank
Los Angeles, CA
1 95
97 90
94 1
Wilmington Trust
Costa Mesa, CA
1 90
61 60
70 3
Zions Bank rated highest in familiarity with City procedures, related experience, and demonstrated professional skills and credentials.
If authorized to move forward with the replacement and appointment of a new trustee, a tri-party agreement will need to be completed and brought back for approval to transfer the services from Wilmington Trust to Zions Bank.
Fiscal Impact:
There is no fiscal impact to the General Fund. Trustee costs are budgeted and paid from the CFD Administration Fund for CFD bonds and the Wastewater Fund for the 2018 Wastewater Revenue Bonds. Legal fees estimated at $2,500 will be required to complete the transfer of trustee document and will be paid from its respective funds.
Recommended Action:
Authorize City Manager to proceed with execution and delivery of agreement of replacement, appointment, and acceptance for the purpose of transferring bond trustee powers from Wilmington Trust, National Association to Zions Bank Corporate Trust.
Attachments:
A. RFP for Bond Trustee Services
B. Zions Bank Corporate Trust Proposal
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BEAUMONT
-C A L I F O R N I A-
Website:
www.beaumontca.gov
Address:
550 E. 6th Street
Beaumont, CA 92223
Phone:
951.769.8520
Request for Proposals
for
Bond Trustee Services
Questions Due By:
5:00 P.M.
Thursday, July 6, 2023
Proposals Due By:
2:00 P.M
Thursday, July 20, 2023
Contact:
Grace Wichert
Procurement and Contracts Specialist
Gwichert©beaumontca.gov
RFP Available:
www.publicpurchase.com or
https://www.beaumontca.gov/949/Bids-and-RFPs
City of Beaumont
Request for Proposal
BEAUMONT
Bond Trustee Services
1. INTRODUCTION
The City of Beaumont ("City") is seeking proposals to a Request for Proposal (RFP) for selection of a qualified Bond Trustee and Fiscal Agent ("Trustee") to provide Bond Trustee Services for the City. The City intends to select a Trustee who will consult with City staff, bond counsel, and any other parties in connection with the issuance, sale, and administration of City's bond issues.
Responses must conform to the requirements of this Request for Proposal (RFP). The City reserves the right to waive any irregularity in any proposal, withdraw or amend this RFP or reject any proposal that does not comply with this RFP or City policies.
2. THE CITY OF BEAUMONT
The City was incorporated in November 1912 and is located in the San Gorgonio Pass portion of western Riverside County. It is bounded on the west by Calimesa and unincorporated areas, on the north by unincorporated county areas (Cherry Valley), on the south by unincorporated county areas and the City of San Jacinto, and on the east by the City of Banning. The land area within the City's boundary is approximately 30 square miles.
The City of Beaumont is rated one of the safest cities in southern California. The City has its own police department. Fire and paramedic services are contracted through Riverside County. The City of Beaumont has been one of the fastest growing cities in California over the past 15 years and has a population of approximately 55,000. An average of 500 new homes have been permitted annually since 2013 and the population has grown by approximately 1,500 residents each year. Beaumont has seen significant growth in its quality of workforce with educational levels and technical skills. The community has also seen growth in its household income levels.
As a result of this growth, the City must continue to provide residents with the quality of life they expect. This involves expanding park and recreational amenities, maintaining a quality police force to keep pace with growth, construction of regional surface transportation projects, and to perform economic development activities to diversify the city's tax base and increase employment opportunities in the region.
The City Government
The Beaumont City Council is comprised of five Council members, each sharing equal voting powers on all items coming before the Council. Council members are elected to at -large positions for four-year terms, with elections held in November of even -numbered years. The City Council meets annually to select one of its members to serve as Mayor and another to serve as Mayor Pro Tem for one year but no more than two consecutive years.
The City Council provides legislative and policy direction to the City Manager, who implements their decisions to direct the activities of the City. The City Council responds to issues and concerns of the community by allocating resources, developing policies, and formulating strategies that support the vitality and economic viability of the City. All of their decisions must be made at public meetings.
The City Council appoints the City Manager and City Attorney and members of all advisory boards, commissions, and committees. The City Council also serves as the Board of Directors for the Beaumont Financing Authority, Beaumont Utility Authority, and the Beaumont Parking Authority.
1
City of Beaumont
Request for Proposal
BEAUMONT
Bond Trustee Services
3. BACKGROUND
Founded at the turn of the 20th century, Beaumont is proud of its rich history and rural charm.
The town served as a welcome "stopping -off point" for early travelers making their way from the Mohave desert to Los Angeles, and later for L.A. residents eager to vacation in Palm Springs.
Some, however, set down roots, drawn by the beautiful mountain vistas; clean, crisp air; and the abundance of cherry and apple orchards.
Beaumont provides the very best of rustic, rural beauty and charm, combined with the planned growth, abundant recreational opportunities, and rich community life offered by the finest Southern California cities. The progressive city of over 54,000 people, sits at 2,612 feet in elevation between Riverside and Palm Springs in the Inland Empire. The city operates 18 city - owned parks, including a 20 -acre sports park as well as an extensive trails system. The Beaumont School District, with 12 schools, has an outstanding reputation, and it ranks highly in the Pass Area. The city is rounded out with various local service clubs, a state-of-the-art community recreation center, a library, two four -star golf courses, and multiple churches.
The City interacts with numerous other government agencies, including but not limited to the California Department of Parks and Recreation, the California Department of Transportation, the County of Riverside, Riverside County Transportation Commission (RCTC), California Department of Housing and Community Development, the Federal Railroad Administration, the U.S. Economic Development Administration, and the U.S. Department of Justice.
4. SCOPE OF WORK
The Scope of Service outlined in Exhibit A is provided as a guideline and is intended to identify the City's initial expectations and requirements. Trustee may suggest modifications to the proposed Scope of Services and shall expand the scope to include additional and/or optional tasks if deemed necessary to execute and facilitate the proposed services to complete the Project.
Trustee must be proactive and knowledgeable of all regulations required for project acceptance.
Trustee shall be an advisor, advocate, and produce a product with the best interest intended for the City within the required schedule and budget.
5. TERM
The initial term of the agreement shall be for three (3) years from the commencement date. The agreement may be extended for two (2) optional two-year terms, made by mutual agreement in writing, based upon the same terms and conditions as the initial term. In no instance shall the total term exceed a maximum of seven (7) years. All fees should be fixed for the initial term. Upon completion of the initial term, one (1) price increase no greater than two percent (2%) may be allowed for each option period.
6. PROPOSAL REQUIREMENTS
The proposal shall clearly address all the information requested herein. To achieve a uniform review process and obtain the maximum degree of comparability, it is required that proposals be organized and contain all information as specified below.
A. Cover Letter: Maximum of two (2) pages serving as an Executive Summary which shall include an understanding of the scope of services. The RFP shall be transmitted with a cover letter that must be signed by an official authorized to bind the trustee contractually.
The letter accompanying the RFP shall also provide the name, title, address, and telephone number of individuals with the authority to negotiate and contractually bind the 2
City of Beaumont
Request for Proposal
BEAUMONT
Bond Trustee Services
consultant. The cover letter constitutes certification by the consultant, under penalty of perjury, that the trustee complies with nondiscrimination requirements of the State and Federal Government. An unsigned proposal or one signed by an individual unauthorized to bind the trustee may be rejected.
B. Introduction/Information: Introduction of the service proposal, including a statement of understanding for the types of services contemplated. Provide a discussion on how the objectives of the scope of services will be accomplished. Provide the name of the firm submitting the proposal, its mailing address, telephone number, and the name of the individual to contact if further information is required. Any participating firms and proposed sub -consultants shall be identified and included in the proposal (all sub -consultants must be approved by City prior to signing the agreement with City).
C. Approach: The firm's approach to delivering the scope of services. Provide a description of the firm's approach to communicating effectively with City staff and officials, other jurisdictional stakeholders, and the public, to facilitate successful delivery of assigned tasks.
D. Firm Profile: Provide a description of the firm, including number of professional personnel, years in business, office location(s), organizational structure (e.g., corporation, partnership, sole practitioner, etc.), areas of particular expertise, etc.
E. Location of principal office that will be responsible for the implementation of this contract.
F. Proposed Team: Provide a summary description of all personnel who will be involved in this project, their roles and responsibilities, and their experience in similar past projects.
The proposal must name a project manager. In addition to this summary, full resumes limited to 2 pages per proposed team member must be provided as an attachment to the proposal.
G. References: Provide at least three (3) references from previous cities, counties or other agencies for similar work completed within the last five (5) years, which include: name, address, contact person and phone number for the agency, length of time services were provided, staff assigned to each project by your firm, and a description of the services provided. All submitted materials shall become the property of the City of Beaumont.
H. Scope of Services: Provide a detailed outline of tasks, sub -tasks and deliverables that will be provided. Any additional items not mentioned in Exhibit A- Scope of Services but required to obtain final approval, shall be included in the proposal as additional items for consideration. The fully recommended Scope of Services should be presented as an attachment to the proposal and shall be in a logical format that can be easily attached to the Professional Services Agreement (Exhibit B).
Costing should include:
Fixed prices, including out-of-pocket expenses, for all costs associated within the scope of this proposal
• Detailed hourly rates of all members of the project
• Additional billable costs for non -specified tasks
3
City of Beaumont
Request for Proposal
BEAUMONT
Bond Trustee Services
• Total fees and expenses for the entire scope of the project • Any area which proposers believe should be included in the scope of work in this proposal, but which is not stipulated in this RFP, and identifies the costs associated with the services rendered
List of all current/outstanding contracts, their status and the completion date for each contract.
J. Any other information which should be considered, such as any special services or customer service philosophy, which define your firm's practice.
K. The firm will be required to maintain an active City of Beaumont Business License and professional liability insurance including general liability at a minimum of one million per occurrence, worker's compensation, and vehicle coverage including comprehensive and collision insurance naming the City of Beaumont as additional insured. The proposal shall state whether such license and insurance will be in force at time of contract execution.
7. SUBMITTAL
Two (2) bound copies, one (1) unbound copy and one (1) color digital pdf copy (flash drive) of the proposal must be submitted no later than 2:00 PM, July 20, 2023. The cost proposal shall be submitted in a separate sealed envelope. Proposal must be titled "RFP for Bond Trustee Services." All proposals shall be submitted to:
City of Beaumont
c/o Grace Wichert
550 E. 6th Street
Beaumont, CA 92223
Electronic submittals of the proposal will not be accepted. Proposals received after the stated date and time will not be accepted. Once submitted, proposals, including the composition of the consulting staff, cannot be altered without prior written consent of the City.
All costs associated with the preparation of any proposal shall be the sole responsibility of the proposer. Each proposal shall be limited to a maximum of 25 pages, using a minimum 12 -point font size excluding cover, tabs, and attachments for scope of services and 2 -page resumes. *DUE DATE FOR QUESTIONS IS JULY 6, 2023 @ 5:00 P.M.*
All questions shall be submitted via PublicPurchase.com. Answers will be posted on the same website to allow all users to review the City's responses to all questions within one (1) week of the question due date.
8. SCHEDULE
Event
Date
RFP Issued
Wednesday, June 21, 2023
RFC/ Questions Due
Thursday, July 6, 2023 @ 5:00 P.M.
Proposals Due
Thursday, July 20, 2023 @ 2:00 P.M.
Interviews (if required)
TBD
4
City of Beaumont
Request for Proposal
BEAUMONT
Bond Trustee Services
Award Date
TBD
9. CONFIDENTIALITY
Prior to the proposal submittal deadline, all proposals will be designated confidential to the extent permitted by the California Public Records Act. After the proposal submittal deadline, all responses will be regarded as public records and will be subject to review by the public. Any language purported to render confidential all or portions of the proposals will be regarded as non- effective and will be disregarded.
10. AMENDMENTS TO REQUEST FOR PROPOSALS
The City reserves the right to amend the RFP by addendum prior to the final proposal submittal date.
11. CITY OF BEAUMONT RIGHTS AND OPTIONS
This RFP does not commit the City of Beaumont to award a contract or to pay any cost incurred with the preparation of a proposal or contract for services described herein. The City may, in its sole discretion and without any obligation to act reasonably, reject any and all proposals, waive informalities and minor irregularities in any proposal reviewed, negotiate with any qualified source submitting a proposal, extend deadlines, and/or request additional information. Subsequent to negotiations, prospective trustees may be required to submit revisions to their proposals. The City may reject any proposal that does not conform to the instructions provided in this RFP.
Additionally, the City reserves the right to negotiate all final terms and conditions of any proposal received before entering into final contract.
The City reserves the right to postpone selection for its own convenience, to withdraw this RFP at any time, and to reject any and all proposals without indicating any reason for such rejection.
As a function of the RFP process, the City of Beaumont reserves the right to remedy technical errors in response to the RFP and to modify the published scope of services and scope of work.
Proposals submitted in response to the RFP will not be returned.
12. CONFLICT OF INTEREST
The Trustee shall disclose any personal or professional financial, business, or other relationships with the City that may have an impact on the outcome of this contract or any resulting project.
The trustee shall also list current clients who may have a financial interest in the outcome of this contract.
13. PROPOSAL EVALUATION/SELECTION
The City intends to engage the most qualified trustee available that demonstrates a thorough understanding of the City's needs. City staff will use the following criteria to evaluate the proposals:
Criteria & Scoring
Points
Understanding the scope of services
15 Demonstrated professional skills and credentials
20 Related Experience
15 5
City of Beaumont
Request for Proposal
BEAUMONT
Bond Trustee Services
Approach to performing this type of service
15 Approach to communication and reporting
25 Familiarity with City requirements and state laws
10 Total
100
The City may request a qualification interview with the highest ranked consultant(s) prior to determining the final ranking. This selection will be conducted according to the City's adopted procedures. The City reserves the right to reject any and all proposals.
CONTACT WITH ANY CITY EMPLOYEE OTHER THAN THE CONTACT NAMED IS STRICTLY PROHIBITED AND WILL BE CAUSE FOR DISQUALIFICATION OF THE PROPOSAL.
Attachments
A. Exhibit A- Proposed Scope of Services
B. Exhibit B- Professional Services Agreement (PSA)
6
RFP
for
Bond Trustee Services
Presented to:
BEAUMONT
CALIF ORNIA
Presented by:
ZIONS BANK
Mark D. Petrasso, Senior Vice President
Zions Bank Corporate Trust
550 S. Hope Street, Suite 2875
Los Angeles, CA 90071
Phone: 213-593-5153
[email protected]
July 18, 2023
ZIONS BANK
Fys✓.T.,v
Mark D. Petrasso
Senior Vice President
July 18, 2023
City of Beaumont
c/o Grace Wichert
550 E. 6th Street
Beaumont, CA 92223
Re: Request for Proposals — Bond Trustee Services - City of Beaumont Dear Ms. Wichert:
On behalf of Zions Bank, we thank you for the opportunity to provide a proposal for Bond Trustee services for the City of Beaumont (the "City").
Zions Bank has reviewed the Scope of Services issued in conjunction with the City's Request for Proposal and fully understand what is required of the respondent as we have extensive experience in providing the types of services contemplated. Our experienced, knowledgeable, and professional team of Account Managers in our Los Angeles office has, on average, close to 25 years of experience managing all types of financings, including assessment/special tax bonds including both stand-alone CFD financings and local obligation authority bonds, asset -based transactions, and revenue bonds in the California Corporate Trust marketplace. Having negotiated, closed and managed a large number of debt financings, our Los Angeles team of Corporate Trust professionals have managed over 350 separate CFD/assessment bonds, and associated local obligation issues, where necessary, for Districts and Authorities established in the Counties of Sacramento, San Francisco, San Diego, San Bernardino, Orange, Riverside, Los Angeles, Ventura, Sonoma and Kern and has partnered with County Treasurers, Financial Advisors, Tax Consultants and District Administrators across the State.
Zions Bank Corporate Trust utilizes a Single Point of Contact model in providing our services to our deal partners. This model streamlines communication channels for your staff and the entire financing team as there is no confusion as to who your staff should contact at Zions Bank relating to any aspect of your financings the City and your team will have one accessible and experienced Los Angeles based Corporate Trust professional as your Account Manager and Single Point of Contact, Ms. Jacki Nowak. Ms. Nowak will be your Account Manager and Single Point of Contact from each deal's inception, continue onto to the day-to-day functions and retirement via full redemption. This approach guarantees the City and your financing team a knowledgeable Trustee and/or Fiscal Agent who is very familiar with your financings and City staff.
Ms. Nowak will perform the initial review of the transactions and governing documents, oversee and manage the entire closing of new financings and the transition from your Prior Trustee and subsequently manage the day-to-day administration of the financings, including account set-up. On a post-closing/transition basis, we leverage our deal knowledge in conjunction with our comprehensive onboarding procedures for new and transitioned financings. As such, all functions required of the Trustee and/or Fiscal Agent, as dictated by the respective governing documents, are carefully reviewed and entered in our sophisticated tickler and cash management system and each entry is then audited by internal review staff to guarantee accuracy.
CORPORATE TRUST • 550 S. Hope Street, Ste 2875, Los Angeles, CA 90071 Direct 213 593-3153 E-mail [email protected] Member FDIC man
As Trustee and/or Fiscal Agent, we will hold and maintain all trust funds and accounts pursuant to the terms of all governing bond documents. During our review and secondary review process on new and transitioned financings, we ensure that all monies are applied to the correct funds and accounted for as specified in those documents. Funds received are analyzed upon receipt versus bond document covenants thus your deposits will be posted to the appropriate account on the day funds were received. Further, our experience in CFD, authority and revenue bond document interpretation and cash flow analysis, combined with our efficient and audited tickler processes, allows us to accurately prepare and provide debt service invoices and bond redemption calculations in a timely manner.
Regarding the transition of the City's debt portfolio from the prior Trustee/Fiscal Agent, our philosophy at Zions Bank is that accessibility and clear communication are the key components to a successful transition. Our success in this area is due in part to our devotion to client service and in part to our dedicated staff and defined transition process whereas our Account Managers, In-house Counsel and Operations Management work in tandem to coordinate the drafting and review of documents, the establishment of timelines, filing of notices, verification of assets, and the delivery of securities as applicable, with little to no impact to the client's daily operations and performance. As a part of the successor process, we will review each document and account individually to ensure the appropriate compliance and cash analysis ticklers have been set up and that the appropriate documentation is maintained in the files. To accomplish this, we use a comprehensive account analysis format that we developed internally based on the real -world issues that occur in Corporate Trust administration. Please note that a majority of the work related to this transition will be done by your Zions Bank team and we do not anticipate the City or its advisors having to devote any extensive time or efforts to the transition process.
Zions Bank offers our clients access to our web -based reporting platform, TrustReporter. This system has been designed to provide up to date and complete account data and offers extensive reporting flexibility while preserving the integrity of the audit trail. They allow the user, and any designee approved by the City, to view holdings, transactions and offers the ability to download items to selected applications, including Excel and CSV. As TrustReporter is tied to our account statement function, users can also run selected standardized reports on various cycles. These online statements are in the same format that would be sent via mail and are available for downloading one business day after the close of the previous reporting period and are accessible electronically via TrustReporter in a Word, PDF, Excel and/or CSV file. Paper statements are also available at no extra cost.
I hereby certify that the undersigned has the authority to negotiate and contractually bind Zions Bank in all matters related to this Request for Proposal.
Sincerely,
Mark D. Petrasso
Senior Vice President, Zions Bank Division
Zions Bancorporation, National Association
550 S. Hope Street, Suite 2875
Los Angeles, CA 90071
(T) 213-593-3153
CORPORATE TRUST • 550 S. Hope Street, Ste 2875, Los Angeles, CA 90071 Direct 213 593-3153 E-mail [email protected] Member FDIC Mign
Zions Bank Response
City of Beaumont, CA
Request for Proposals
for
Bond Trustee Services
TABLE OF CONTENTS
A. Cover Letter
B. Introduction/Information
C. Approach
D. Firm Profile
E. Location of Principal Office
F. Proposed Team
G. References
H. Scope of Services
I. List of Current/Outstanding Contracts
J. Additional Information
K. Licenses/Insurance
L. Exceptions Requested —Agreement for Professional Services Attachment — Zions Staff Resumes
Attachment — Scope of Services
3
A. Cover Letter: Maximum of two (2) pages serving as an Executive Summary which shall include an understanding of the scope of services. The RFP shall be transmitted with a cover letter that must be signed by an official authorized to bind the trustee contractually. The letter accompanying the RFP shall also provide the name, title, address, and telephone number of individuals with the consultant. The cover letter constitutes certification by the consultant, under penalty of perjury, that the trustee complies with nondiscrimination requirements of the State and Federal Government. An unsigned proposal or one signed by an individual unauthorized to bind the trustee may be rejected.
Please see our executed Cover Letter/Executive Summary attached on the preceding page of this response.
B. Introduction/Information: Introduction of the service proposal, including a statement of understanding for the types of services contemplated. Provide a discussion on how the objectives of the scope of services will be accomplished. Provide the name of the firm submitting the proposal, its mailing address, telephone number, and the name of the individual to contact if further information is required. Any participating firms and proposed sub -consultants shall be identified and included in the proposal (all sub -consultants must be approved by City prior to signing the agreement with City).
Zions Bank has reviewed the Scope of Services issued in conjunction with the City's Request for Proposal and fully understand what is required of the respondent as we have extensive experience in providing the types of services contemplated. Our experienced, knowledgeable, and professional team of Account Managers in our Los Angeles office has, on average, close to 25 years of experience managing all types of financings, including assessment/special tax bonds including both stand-alone CFD financings and local obligation authority bonds, asset -based transactions and revenue bonds in the California Corporate Trust marketplace. This translates into a team that has the knowledge, ability and experience to provide a seamless closing, thoughtful deal mechanics insight and accurate and efficient ongoing management of your financings including accurate collection of special tax receipts from the County Treasurer and deposits to the correct trust account and payment of on -going administrative expenses for each CFD. Having negotiated, closed and managed a large number of debt financing, our Los Angeles team of Corporate Trust professionals have managed over 350 separate CFD/assessment bonds, and associated local obligation issues, where necessary, for Districts and Authorities established in the Counties of Sacramento, San Francisco, San Diego, San Bernardino, Orange, Riverside, Los Angeles, Ventura, Sonoma and Kern and has partnered with County Treasurers, Financial Advisors, Tax Consultants and District Administrators across the State. Our knowledge and experience carry over to the post -closing, day-to-day processing, which is carried out by professionals whose institutional knowledge translates into faster and more efficient customer service results.
Zions Bank Corporate Trust utilizes a Single Point of Contact model in providing our services to our deal partners. This model streamlines communication channels for your staff and the entire financing team as there is no confusion as to who to contact at Zions Bank relating to any aspect of your financings — the City and your team will have one local, accessible and experienced Los 4
Angeles based Corporate Trust professional as your Account Manager and Single Point of Contact, Ms. Jacqueline (Jacki) Nowak. Serving as your Trustee and/or Fiscal Agent, Ms. Nowak will be your Account Manager and Single Point of Contact from transition of your portfolio from the Prior Trustee, or closing of new financings, onto to the day-to-day functions and eventual full redemption. This approach guarantees the City and its financing team a knowledgeable Trustee and/or Fiscal Agent who is very familiar with your financings and City staff.
To ensure and strengthen continuity in the delivery of exceptional and knowledgeable service to our clients, each of our Account Managers is designated as a back-up to other Account Managers and, as such, all are fully acquainted with all of our relationships and accounts. Our Los Angeles office is staffed by an experienced and professional team of Account Managers that has, on average, over twenty years of experience managing CFD, authority and revenue bond transactions in the California Corporate Trust marketplace. In the end, all of our team members are local, caring, cross -trained and longtime industry professionals thus ensuring that you receive start -to finish capabilities and back-up coverage in the event of any team member's temporary absence.
Ms. Nowak will perform the initial review of the transactions and governing documents, oversee and manage the entire closing of new financings and the transition from your Prior Trustee and subsequently manage the day-to-day administration of the financings, including account set-up.
On a post-closing/transition basis, we leverage our deal knowledge in conjunction with our comprehensive onboarding procedures for new and transitioned financings. As such, all functions required of the Trustee and/or Fiscal Agent, as dictated by the respective governing documents, are carefully reviewed and entered in our sophisticated tickler and cash management system and each entry is then audited by internal review staff to guarantee accuracy. In doing so, we ensure compliance with all requirements in the financing documents, including setting up accounts, accurate cash analysis of funds required to be deposited, billing and payment of debt service, scheduled reserve fund analysis, transfer, and payment of funds, scheduled and optional redemptions, and delivery and monitoring of compliance items. Our tickler system generates automated notices to the responsible party stating that a certain administrative/cash function or compliance item is due and is continually monitored by your Account Manager and Office Manager until such item is resolved. This crosscheck provides assurance that all processing relating to your financings will be swiftly and accurately processed.
On a fund level, Zions Bank will hold and maintain all trust funds and accounts pursuant to the terms of all governing bond documents. During our review and secondary review process on new and transitioned financings, we ensure that all monies are applied to the correct funds and accounted for as specified in those documents. Funds received are analyzed upon receipt versus bond document covenants thus your deposits will be posted to the appropriate account on the day funds were received. To ensure safety of fund assets, two officers review all disbursements to ensure the requests match the terms of the governing documents and disbursements are made on a timely basis after receiving such requests and we make every effort possible to process and pay disbursements the same day we receive the request. We also offer a variety of short-term investment vehicles from fund companies including Federated, Fidelity, Goldman Sachs, J.P.
Morgan and Morgan Stanley and these funds allow for maximum liquidity of Project Funds, Bond Funds, Reserve Funds and other funds established under the governing documents. 5
Regarding debt service payments, our experience in CFD, authority and revenue bond document interpretation and cash flow analysis, when combined with our efficient and audited tickler processes, allows us to accurately prepare and provide debt service invoices and bond redemption calculations in a timely and correct manner. To ensure complete and precise results, this function will also undergo dual reviews by your Zions Bank administrative team based on the requirements and definitions as set forth in the respective governing documents. All review results and an accurate debt service invoice are then communicated to the City immediately upon completion and at least 45 days prior to each respective debt service payment date.
Relating to bond redemptions, our tickler and cash management system will provide your Zions Bank Account Manager with automated tickler advices notifying them of all scheduled redemptions, key dates and reporting requirements corresponding with the covenants contained in the financing's governing document. They will then compare bond registration and balances from our bond management system, review all redemption provisions in your governing documents and subsequently perform the requisite cash analysis of fund balances and cash flows available for redemption. The results are then reviewed and approved by a second Corporate Trust officer. Upon completion of the analysis, we will accurately choose the appropriate principal components for redemption and prepare and distribute bondholder notifications to DTC, any non -book entry registered bondholders and related party as required in the governing documents, and to the appropriate City staff. We will also post all bond calls/redemptions to EMMA within one business day and will provide confirmation of posting promptly thereafter. We will also work closely with the appropriate City staff, when necessary, in advance of all upcoming redemptions in order to assist in determining the proper debt service distribution and call amounts.
Regarding the transition of the City's debt portfolio from the prior Trustee/Fiscal Agent, our philosophy at Zions Bank is that accessibility and clear communication are the key components to a successful transition. Our success in this area is due in part to our devotion to client service and in part to our dedicated staff and defined transition process whereas our Account Managers, In- house Counsel and Operations Management work in tandem to coordinate the drafting and review of documents, the establishment of timelines, filing of notices, verification of assets, and the delivery of securities as applicable, with little to no impact to the client's daily operations and performance.
We also want to stress that we go beyond mere acceptance of the prior Trustee/Fiscal Agent documents and data. As a part of the successor process, we will review each document and account individually to ensure the appropriate compliance and cash analysis ticklers have been set up and that the appropriate documentation is maintained in the files. To accomplish this, we use a comprehensive account analysis format that we developed internally based on the real -world issues that occur in Corporate Trust administration. This in-depth analysis covers all aspects of account administration and provides the City with immediate, accurate and timely results.
Please note that a majority of the work related to this transition will be done by your Zions Bank team and we do not anticipate the City or its advisors having to devote any extensive time or efforts to the transition process.
6
Firm submitting proposal:
Mr. Mark Petrasso, Senior Vice President
Zions Bancorporation, National Association
550 South Hope Street, Suite 2875
Los Angeles, California 90071
Phone: (213) 593-3153
Email: [email protected]
Zions Bank will not be utilizing sub -consultants in the delivery of services to the City.
C. Approach: The firm's approach to delivering the scope of services. Provide a description of the firm's approach to communicating effectively with City staff and officials, other jurisdictional stakeholders, and the public, to facilitate successful delivery of assigned tasks.
As mentioned above in Section B in our discussion of our approach in delivering the Scope of Services, Zions Bank Corporate Trust utilizes a Single Point of Contact model in providing our services to our deal partners. This model streamlines communication channels for your staff and the entire financing team as there is no confusion as to who your staff should contact at Zions Bank relating to aspect of your financings — the City and your team will have one accessible and experienced Los Angeles based Corporate Trust professional as your Account Manager and Single Point of Contact, Ms. Jacki Nowak. Serving as your Trustee and/or Fiscal Agent, Ms. Nowak will be your Account Manager and Single Point of Contact from each deal's inception then onto to the day-to-day functions and ultimate retirement via full redemption. This approach guarantees the City and your financing team a knowledgeable Trustee and/or Fiscal Agent who is very familiar with your financings and City staff. As we do not centralize any of our administrative or processing functions, the City and its financing team will always know who they can contact when you have any questions or concerns and that all work performed on your behalf will be performed by the same, stable Los Angeles -based staff throughout the life of your financings.
Based on this, we believe that our unique Single Point of Contact approach to account administration provides the City and its financing team an accessible and responsive Account Manager who has the combination of detailed knowledge and experience that allows for timely and accurate communication with your staff and other members of the City's finance team. Zions Bank strives to respond to all our client inquiries immediately and no later than the same day of initial contact, be it via telephone call, voice message or email. Our motto is that "We Haven't Forgotten Who Keeps Us in Business" and this is the core belief that we institute in our daily performance of Corporate Trust services.
D. Firm Profile: Provide a description of the firm, including number of professional personnel, years in business, office location(s), organizational structure (e.g., corporation, partnership, sole practitioner, etc.), areas of particular expertise, etc.
Zions Bank was founded in 1873 and is a division of Zions Bancorporation, National Association, a financial holding company that provides banking and trust services to U.S. customers.
Headquartered in Salt Lake City, Utah, Zions Bancorporation provides a full range of banking and 7
related services through its locally managed divisions operating in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. Zions Bank is a national banking association organized under the laws of the United States and is federally regulated by the Office of the Comptroller of the Currency.
Zions Bank's Corporate Trust Division has provided Corporate Trust services to issuers for over 100 years based on our strong commitment to our clients and the Corporate Trust business.
Demonstrating our leadership as a national trustee service provider, Refinitiv has ranked Zions Bank as one of the "Top 10" bond trustees and paying agents in the country over the last five years based on the number of transactions awarded to our Corporate Trust professionals. We are recognized in the industry as having reliably and consistently provided exceptional and stable customer service without name changes, mergers or acquisition of other Corporate Trust providers.
The Zions Bank Corporate Trust Division is comprised of thirteen locally managed offices located in Atlanta, Boise, Chicago, Cleveland, Denver, Houston, Los Angeles, Phoenix, Pittsburgh, Portland, Salt Lake City, Seattle and St. Louis and is staffed by over 100 professionals (including our own in-house counsel) who are dedicated solely to the delivery of Corporate Trust services. In addition, we have a team of risk management and compliance officers fully dedicated to monitoring the trust activities we provide to our customers. Locally, Account Managers in our Los Angeles office average over 25 years of experience in trust account management and administration. This experience and expertise translate into faster, more informed responsiveness, and enables us to help our customers navigate the complex world of financial transactions and ensure that each trust account operates to its maximum efficiency. By employing highly qualified and experienced personnel who utilize proven policies and procedures, we are able to provide what we believe to be the best service in the industry.
Having grown our business from the ground up without acquiring other Corporate Trust providers, our staff of Corporate Trust professionals now manage over 6,100 financings with over $138 billion of outstanding bonds and have broad experience with a wide array of financing structures.
Overall, our customer base includes a variety of issuing entities including cities and counties, public utilities, housing authorities, student loan authorities, school districts, governmental agencies, hospitals, and corporations. Our appointed roles are numerous and diverse as we serve in many specialized capacities including Master and Indenture Trustee, Successor Trustee, Paying Agent/Registrar, Fiscal Agent, Tender Agent, Refunding Escrow Agent, and Custodian.
Our experienced, knowledgeable, and professional team of Account Managers in the Los Angeles office has, on average, close to 25 years of experience managing all types of financings, including assessment/special tax bonds, asset -based transactions, and revenue bonds in the California Corporate Trust marketplace. This translates into a team that has the knowledge, ability and experience to provide a seamless closing, thoughtful deal mechanics insight and accurate and efficient ongoing management of your financings. Having negotiated, closed and managed a large number of debt financings, our Los Angeles team of Corporate Trust professionals have managed over 350 separate CFD/assessment bond issues for Districts established in the Counties of Sacramento, San Francisco, San Diego, San Bernardino, Orange, Riverside, Los Angeles, Ventura, Sonoma and Kern and has partnered with County Treasurers, Financial Advisors, Tax Consultants and District Administrators across the State. Our knowledge and experience carry over to the post - 8
closing, day-to-day processing, which is carried out by professionals whose institutional knowledge translates into faster and more efficient customer service results.
E. Location of principal office that will be responsible for the implementation of this contract.
Zions Bank Corporate Trust will deliver exceptional service to the City solely from our Los Angeles office. The City will have an Account Manager as their Single Point of Contact in Los Angeles and they will manage, initiate and drive all activities of your financings, including document review and closing, client and finance team communications, payment requests, security settlement, debt service payments, redemptions, technology and reporting, and all compliance matters. A Corporate Trust Administrator, also located in Los Angeles, works closely with the Account Manager, and forms your administrative team. Additionally, all Los Angeles team members are cross -trained in the administration of our accounts, therefore, you will receive start - to -finish capabilities and backup in the event of any team member's absence.
F. Proposed Team: Provide a summary description of all personnel who will be involved in this project, their roles and responsibilities, and their experience in similar past projects. The proposal must name a project manager. In addition to this summary, full resumes limited to 2 pages per proposed team member must be provided as an attachment to the proposal.
Zions Bank Corporate Trust prides itself on being a knowledgeable partner on any type of financing arrangement and in providing exceptional, convenient, and personalized customer service to our valued clients. As we do not utilize centralized processing and non -local servicing locations, your Zions Bank Corporate Trust account servicing team will deliver superior service to the City solely from our Los Angeles office.
Primary Account Manager and Project Manager: Jacqueline Nowak Jacqueline (Jacki) Nowak, Vice President
Zions Bancorporation, National Association
Zions Bank Division
550 South Hope Street, Suite 2875
Los Angeles, California 90071
Phone: (213) 593-3155
Email: [email protected]
Jacki brings over 25 years of California Corporate Trust industry experience to our Los Angeles office. She has provided the California municipal finance community with professional trustee, fiscal agent, paying agent and account management services for a wide variety of bond and note financings including, but not limited to, CFD special tax bonds, authority revenue bonds, certificates of participation, general obligation bonds and multifamily housing bonds/notes. Jacki is a graduate of California State University, Los Angeles having earned Bachelor of Science degrees in Business Administration and Computer Information Systems. 9
Sample of specific functions performed by Ms. Nowak:
• Overall management and oversight of each financing and relationship. • Actively participate in all meetings and conference calls related to debt planning and structuring with all parties on the financing team.
• Complete and thorough document review, interpretation, and timely submission of comments to all financing documents.
• Coordinate and provide complete closing duties on behalf of the Trustee, including bond execution and delivery, execution of all financing documents, and processing of all bond proceeds on closing date;
Oversee investment of trust estate assets pursuant to written direction.
Ensure timely, accurate delivery to the City of all required reporting and deliverables; and • Oversee implementation and delivery of all reports and account statements requested by the City.
Back-up Account Manager: Mark D. Petrasso
Mr. Mark Petrasso, Senior Vice President
Zions Bancorporation, National Association
Zions Bank Division
550 South Hope Street, Suite 2875
Los Angeles, California 90071
Phone: (213) 593-3153
Email: [email protected]
Mark joined Zions Bank in September 2012 and has close to 25 years of Corporate Trust administration, management, and business development experience. He has directly served the California marketplace since 2005 and has extensive experience managing CFD bonds, assessment bonds, tax increment bonds, revenue bonds, housing bonds and public -private partnership financings in the California. Mark has a Bachelor of Arts degree in Economics from Trinity College in Hartford, CT, where he also served one term as a legislative aide to the State of Connecticut General Assembly — House of Representatives.
Please see full resumes for both Ms. Nowak and Mr. Petrasso attached to the end of this proposal.
G. References: Provide at least three (3) references from previous cities, counties or other agencies for similar work completed within the last five (5) years, which include: name, address, contact person and phone number for the agency, length of time services were provided, staff assigned to each project by your firm, and a description of the services provided. All submitted materials shall become the property of the City of Beaumont. 10
City of Pomona
Mr. Andrew Mowbray, Finance Director/City Treasurer
505 South Garey Avenue
Pomona, CA 91766
(T) 909-620-2353
Email: andrew [email protected]
Length: September 2016 to Present
Zions Bank Account Manager: Jacki Nowak
Service Provided: Trustee, Successor Trustee, Paying Agent and Registrar appointments for multiple revenue Bonds.
Poway Unified School District
Ms. Rheia Alschbach, Planning Director
13626 Twin Peaks Road
Poway, CA 92064
(T) Phone: 858-748-0010 x2447
Email: [email protected]
Length: August 2003 to Present
Zions Bank Account Manager: Mark Petrasso
Service Provided: Trustee, Fiscal Agent, Escrow Agent, Paying Agent and Registrar appointments for multiple CFD Special Tax and Authority financings.
Town of Truckee
Ms. Nicole Casey, Administrative Services Director
10183 Truckee Airport Road
Truckee, CA 96161
(T) 530-582-2935
Email: [email protected]
Length: March 2018 to Present
Zions Bank Account Manager: Jacki Nowak
Service Provided: Trustee, Successor Trustee, Paying Agent and Registrar appointments for multiple Lease Revenue Bonds.
H. Scope of Services: Provide a detailed outline of tasks, sub -tasks and deliverables that will be provided. Any additional items not mentioned in Exhibit A- Scope of Services but required to obtain final approval, shall be included in the proposal as additional items for consideration. The fully recommended Scope of Services should be presented as an attachment to the proposal and shall be in a logical format that can be easily attached to the Professional Services Agreement (Exhibit B).
Costing should include:
• Fixed prices, including out-of-pocket expenses, for all costs associated within the scope of this proposal
• Detailed hourly rates of all members of the project
11
• Additional billable costs for non -specified tasks
• Total fees and expenses for the entire scope of the project • Any area which proposers believe should be included in the scope of work in this proposal, but which is not stipulated in this RFP, and identifies the costs associated with the services rendered
Please see the referenced Scope of Services attached to the end of this proposal.
As directed in the Request for Proposal, our cost proposals were submitted in a separate, sealed envelope and submitted separately with the delivery of our proposal response.
I. List of all current/outstanding contracts, their status and the completion date for each contract.
As clarified by the City in response to the Request for Proposal Q&A, below please find representative listing of recent financings similar in scope to your financings whereas Zions Bank serves as Trustee and/or Fiscal Agent and a summary thereof:
Issuer
City and County of San Francisco
City and County of San Francisco
City and County of San Francisco
City and County of San Francisco
City and County of San Francisco
Jurupa Unified School District
Los Angeles County Reg Finance Auth
Lake Elsinore Unified School District
Lake Elsinore Unified School District
Lake Elsinore Unified School District
Lake Elsinore Unified School District
Lake Elsinore Unified School District
Lake Elsinore Unified School District
Lake Elsinore Unified School District
Debt Type
(All Fixed
Rate
CFD/STB
CFD/STB
CFD/STB
Tax Inc Rev
Tax Inc Rev
CFD/STB
LRB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
12 Issuance Size
31,190,000.00
47,380,000.00
25,130,000.00
24,270,000.00
5,120,000.00
19,815,000.00
53,625,000.00
2,915,000.00
7,480,000.00
1,770,000.00
6,495,000.00
3,930,000
4,365,000.00
4,480,000.00
Issuance
Date
12/15/2022
12/15/2022
2/10/2022
9/8/2022
9/8/2022
4/28/2022
4/13/2022
12/15/2022
9/1/2022
9/1/2022
9/1/2022
9/1/2022
9/1/2022
9/1/2022
Lake Elsinore Unified School District
County of Los Angeles Public Works
Menifee Union School District
Menifee Union School District
Menifee Union School District
City of Ontario
City of Ontario
City of Ontario
City of Ontario
City of Ontario
City of Ontario PFA
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District
Poway Unified School District PFA
Poway Unified School District PFA
RNR School District
CFD/STB
LRB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
CFD/STB
PFA
Revenue
PFA
Revenue
CFD/STB
13
1,945,000.00
225,120,000.00
22,325,000.00
2,710,000.00
4,935,000.00
7,085,000.00
9,395,000.00
12,915,000.00
13,845,000.00
6,135,000.00
100,000,000.00
1,985,000.00
3,045,000.00
3,485,000.00
7,13 5,000.00
8,070,000.00
1,530,000.00
1,185,000.00
3,765,000.00
4,815,000.00
14,890,000.00
8,495,000.00
2,510,000.00
6,985,000.00
15,565,000.00
28,945,000.00
13,450,000.00
9/1/2022
6/2/2022
10/27/2022
7/28/2022
5/11/2022
6/30/2022
12/14/2022
9/15/2022
2/10/2022
5/12/2022
3/21/2023
3/25/2022
3/25/2022
3/25/2022
3/25/2022
3/25/2022
3/25/2022
3/25/2022
3/25/2022
3/25/2022
6/16/2022
6/6/2022
3/25/2022
3/25/2022
3/25/2022
3/25/2022
6/3/2022
RNR School District
San Jacinto Unified School District
San Pablo Joint Powers Fin Auth
Victor Elementary School District
Westside Union School District
CFD/STB
CFD/STB
LRB
CFD/STB
CFD/STB
12,445,000.00
4,070,000.00
30,470,000.00
4,750,000.00
2,380,000.00
5/12/2022
3/31/2022
2/18/2022
6/9/2022
7/21/2022
City/Issuer
Debt Type
(number of issues in
parenthesis)
City of Fresno
Revenue Bonds
City of Los Angeles
Revenue Bonds (2)
City of Morgan Hill
Limited Obligation Bonds (3)
Revenue Bonds
County of Los Angeles
Revenue Bonds (3)
County of Orange
Revenue Bonds
County of San Diego
Cert's of Participation (9)
Lease Revenue Bonds
Tulare County Transportation Authority
Sales Tax Revenue Bonds
Lake Elsinore Unified School District
Cert's of Participation (3)
Special Tax Bonds CFD (27)
Revenue Bonds (2)
Jurupa Unified School District
Special Tax Bonds CFD (10)
Murrieta Valley Unified School District
Special Tax Bonds CFD (31)
PFA Revenue Bonds (5)
General Obligation Bonds
Poway Unified School District
Special Tax Bonds CFD (70)
PFA Revenue Bonds (13)
San Jacinto Unified School District
Special Tax Bonds (10)
Val Verde Unified School District
Special Tax Bonds (4)
Revenue Bonds (1)
Cert's of Participation
General Obligation Bonds (2)
City and County of San Francisco
Special Tax Bonds CFD (14)
City of Ontario
Special Tax Bonds CFD (19)
PFA Revenue Bonds (2)
J. Any other information which should be considered, such as any special services or customer service philosophy, which define your firm's practice.
From a technology perspective, Zions Bank provides complete trust accounting services through TrustRite, an on-line database system built on the Windows platfoirn, for ease of use and flexible reporting capability. The system also allows real-time posting of all account transactions, 14
including, but not limited to, trade settlement, income posting and receipts and disbursement of funds. TrustRite also retains all account history on-line throughout the life of the issue. This feature enables Zions Bank the ability to provide, within a few minutes time, adhoc statements setting forth the requisite flow of funds, investments, and yield tracking information for any requested time frame to any designee, including accounting firms and arbitrage calculating agents.
Zions Bank also offers our clients access to our web -based reporting platform, TrustReporter. This system has been designed to provide up to date and complete account data and offers extensive reporting flexibility while preserving the integrity of the audit trail. They allow the user, and any designee approved by the City, to view holdings, transactions and offers the ability to download items to selected applications, including Excel and CSV.
As TrustReporter is tied to our account statement function, users can also run selected standardized reports on various cycles. These online statements are in the same format that would be sent via mail and are available for downloading one business day after the close of the previous reporting period. Statements are available the first business day of the following month and are accessible electronically via TrustReporter in a Word, PDF, Excel and/or CSV file. Paper or electronic format statements are also available at no extra cost.
In summary, Zions Bank maintains a long-term view of the trust services market with the goal of controlled, sustainable, and managed growth. We strategically and continually balance the growth of our Corporate Trust business against our high standards of service delivery, efficiency and return on investment. Our ultimate goal is to provide excellent service by employing highly qualified and experienced personnel who are utilizing proven policies and procedures. The end -result of our responsible growth initiative is our ability to continue to provide our clients with an accessible and responsive Single Point of Contact that has managed their financings from beginning to end.
K. The firm will be required to maintain an active City of Beaumont Business License and professional liability insurance including general liability at a minimum of one million per occurrence, worker's compensation, and vehicle coverage including comprehensive and collision insurance naming the City of Beaumont as additional insured. The proposal shall state whether such license and insurance will be in force at time of contract execution.
Zions Bank herby affirms that the required insurance coverages will be in force at time of contract execution.
Relating to City licensure requirements, please note the following response to the Request for Proposal Q&A:
Does the trustee/fiscal agent have any City licenses they have to obtain for the contract? City Answer:
No.
Jul 10, 2023 3:43:54 PM PDT
15
Further, Zions Bancorporation, National Association is a national banking association formed under the laws of the United States and is authorized thereunder to transact the business of banking and exercise fiduciary powers in all 50 states.
L. Exceptions Requested — Agreement for Professional Services Pursuant to the City's response on July 10, 2023, to Questions for RFP Bid #FIN23-23 — Bond Trustee Services, Zions Bank hereby submits the following proposed exceptions to the draft Agreement for Professional Services:
Section 4.02 and 9.01
We request deletion of these sections. Bond indentures dictate the fees and compensation of the Trustee. Further, the bond indenture gives the trustee the rights and duties to take action in order to protect the bondholders without authorization.
Section 5.01
We request the deletion of this section. Bond indentures are not subject to the terms of the Agreement for Professional Services and cannot be superseded by the Agreement.
Section 8
We request the deletion of this section.
Section 12.01
We request the deletion of this section. The bond indenture gives the trustee the rights and duties to take action, and hold assets in trust, in order to protect the bondholders.
Section 13.02
We request the deletion of this section. Resignation by the Trustee is addressed in the bond indenture and the trustee should be able to resign as trustee and assign our rights as generally allowed in trusteeships.
16
Scope of Services
1. Establish and maintain various funds as required by bond indenture.
2. Perform complete trustee functions for one or more future bond issues.
3. Act as registrar, paying agent, and tender agent.
4. Manage all funds and accounts according to the provisions of the indenture and in compliance with federal tax law.
5. Provide a short-term investment vehicle for uninvested balances in custody/trust accounts.
6. Provide monthly activity statements and reports including the market value of all portfolio holdings.
7. Provide online web access to account and investment information related to transactions, balances, market values, statements, reports, etc.
8. Prepare and confirm bond redemption calculations and monitor key dates and reporting requirements.
9. Monitor reserve funds to ensure that amounts required by the Bond Indentures are maintained.
10. Pay or transfer funds to issuer or others as requested and in accordance with bond indenture.
11. Participate as a member of and in meetings with the financing team which include the financial advisor, underwriter, and City staff.
12. Assist with post -issuance compliance with federal tax laws, federal securities laws relating to primary and secondary disclosures to the bond market, and compliance with ongoing bond covenants.
13. General advice relating to the administration and issuance of bonds by the City's various community facilities districts.
14. Furnish trust transaction and balance information in electronic format to financial advisors, bond underwriters, rebate analysts and independent auditors.
15. Furnish annual audited financial statements and annual Service Organization Control (SOC1) Report, or equivalent information.
16. Respond to City electronic messages or telephone calls and resolve any questions on a timely basis.
17. Consultant will attend meetings that have been requested by and/or approved by the City.
18. Provide City staff accurate invoices for debt service payments minimum of thirty (30) days prior to due date.
19. Furnish such other trustee services as requested.
17
J c ueline
[email protected]
213-593-3155
151 Twilight Vista Drive
Altadena, CA 91001
Education
California State University, Los Angeles
Bachelor of Science, Business Administration
Bachelor of Science, Computer Information Systems
Experience
Corporate Trust Administrator III
Zions Bancorporation, N.A.
August 2014 thru Present
• Manage a portfolio of trust accounts according to governing documents • Serve as primary client contact
• Review bond documents prior to bond closings to ensure conformity to document standards
• Complete business acceptance forms and submit to acceptance committee • Establish new accounts on trust accounting platform
• Release requisition payments and approve wire transfers • Approve bond redemption processing and notices
• Monitor account ticklers and ensure completion of critical events such as Letter of Credit renewals and UCC continuation filings
• Review monthly client billing and monitor aged receivables • Promote new business by attending conferences and client meetings Transaction Manager / Senior Relationship Manager
The Bank of New York Mellon Trust Company, N.A.
Corporate Trust Administrator
State Street Bank and Trust Company, N.A.
April 1998 thru August 2014
December 1996 thru April 1998
Skills
• Proficient in Excel, Word, Outlook, TrustRite, Transtar Noteworthy
• California Notary Public
• First Western Region recipient of FMTS Innovation Program Award • Served two years on Employee Engagement Committee
• Served as Disaster Recovery Coordinator
Mark D. Petrasso
Professional Experience
Zions Bank — Corporate Trust Division September, 2012 — Present Senior Vice President
• Overall relationship management responsibilities for municipal finance clients located in California, Nevada and Arizona.
• Reviewed and negotiated bond documents to ensure risk standards were met and ongoing bond mechanics were feasible in order to protect the issuer, bondholders and the bank. • Negotiated closing terms and conditions on behalf of the bank. Guided the entire closing process via collaboration with various bank departments with an end -goal of delivering a seamless, accurate closing within prescribed document guidelines and market deadlines. • Responsible for accurate and timely set-up of financings on various bank systems based on bond document covenants.
• Conducted numerous client visits throughout each year to confirm overall client satisfaction with bank products.
Wells Fargo Bank - Corporate Trust Division November, 2005 - September, 2012 Vice President — Relationship Manager
• Overall relationship management responsibilities for municipal finance clients located in California, Nevada and Arizona.
• Reviewed and negotiated bond documents to ensure risk standards were met and ongoing bond mechanics were feasible in order to protect the issuer, bondholders and the bank. • Negotiated closing terms and conditions on behalf of the bank. Guided the entire closing process via collaboration with various bank departments with an end -goal of delivering a seamless, accurate closing within prescribed document guidelines and market deadlines. • Responsible for accurate and timely set-up of financings on various bank systems based on bond document covenants.
• Conducted numerous client visits throughout each year to confirm overall client satisfaction with bank products.
• Managed a staff of administrators from a pure coaching/mentoring perspective. Monitored accuracy and deadlines goals of the staff, their overall development and training, and conducted numerous teambuilding activities to ensure staff satisfaction and retention.
U.S. Bank - Corporate Trust Division September, 2000 — November, 2005 Vice President — Relationship Manager
• Overall relationship management responsibilities for municipal finance clients located in California. • Reviewed and negotiated bond documents to ensure risk standards were met and ongoing bond mechanics were feasible in order to protect the issuer, bondholders and the bank. • Negotiated closing terms and conditions on behalf of the bank. Guided the entire closing process via collaboration with various bank departments with an end -goal of delivering a seamless, accurate closing within prescribed document guidelines and market deadlines. • Responsible for accurate and timely set-up of financings on various bank systems based on bond document covenants.
• Conducted numerous client visits throughout each year to confirm overall client satisfaction with bank products.
Education
Trinity College, Hartford, CT
Bachelor of Arts in Economics, 1996
GPA: 3.40
ZIONS BANCORPORATION Submission Date: July 18, 2023
ZIONS BANK CORPORATE TRUST DIVISION
SERVICES AND COMPENSATION PROPOSAL
Trustee and/or Fiscal Agent, Registrar and Paying Agent Services for City of Beaumont
Request for Proposal
Bond Trustee Services
EXISTING CFD FINANCINGS
Please Note All Quoted Fees Are Per Series
Acceptance Fee $0.00
This one-time charge includes acceptance and assumption of responsibility and duties as Trustee or Fiscal Agent, including all activities related to transfer of duties from prior Trustee/Fiscal Agent, review of governing documents to ensure compliance with industry standard practice; establishment of accounts and creation of ticklers to support the ongoing administrative functions.
Annual Administration Fee $1,950.00
This all-inclusive fee compensates Zions Bank for regular administrative services which include, but are not limited to, the following: identification and processing of ticklers to assure compliance throughout the term of the issue as it relates to the bondowners, trust requirements and issuer covenants; collection of special tax receipts and deposits; payment of on -going administrative expenses; monitoring flow of funds, disbursements of facilities costs by check or wire transfer; investment of funds; furnishing the city with monthly accounting statements; providing information to the City's auditors and rebate analysts in addition to responding to correspondence and telephone inquiries. First year's fee is payable in advance at closing and annually on each anniversary thereafter.
Annual Registrar and Paving Agent Fee
Includes remittance of semiannual interest and principal payments.
Legal Counsel
Out -of -Pocket Expenses (postage, overnight mail, etc.) Included
$0.00
Billed At Cost
Extraordinary and travel expenses, such as those incurred to attend meetings and/or pre -closing activity, if required, will be billed at actual cost.
Extraordinary Services By Appraisal
ZIONS BANK® ...7 7:`1
SERVICES AND COMPENSATION PROPOSAL
ZIONS BANCORPORATION Submission Date: July 18, 2023
ZIONS BANK CORPORATE TRUST DIVISION
Trustee and/or Fiscal Agent, Registrar and Paying Agent Services for City of Beaumont
Request for Proposal
Bond Trustee Services
NEW CFD FINANCINGS
Please Note All Ouoted Fees Are Per Series
Acceptance Fee $1,000.00
This one-time charge includes acceptance and assumption of responsibility and duties as Trustee or Fiscal Agent, including review of governing documents to ensure compliance with industry standard practice, establishment of accounts, receipt of bond proceeds and creation of ticklers to support the ongoing administrative functions. Includes all payments by check or wire transfer of Costs of Issuance. Payable at closing.
Annual Administration Fee During Build -out $2,350.00/After Build -out $1,950.00 This all-inclusive fee compensates Zions Bank for regular administrative services which include, but are not limited to, the following: identification and processing of ticklers to assure compliance throughout the term of the issue as it relates to the bondowners, trust requirements and issuer covenants; collection of special tax receipts and deposits; payment of on -going administrative expenses; monitoring flow of funds, disbursements of facilities costs by check or wire transfer; investment of funds; furnishing the city with monthly accounting statements; providing information to the City's auditors and rebate analysts in addition to responding to correspondence and telephone inquiries. First year's fee is payable in advance at closing and annually on each anniversary thereafter.
Annual Registrar and Pati ing Agent Fee Included
Includes remittance of semiannual interest and principal payments.
Legal Counsel $1,750.00
Out -of -Pocket Expenses (postage, overnight mail, etc.) Billed At Cost Extraordinary and travel expenses, such as those incurred to attend meetings and/or pre -closing activity, if required, will be billed at actual cost.
Extraordinary Services By Appraisal
rage 297
ZIONS BANCORPORATION Submission Date: July 18, 2023
ZIONS BANK CORPORATE TRUST DIVISION
SERVICES AND COMPENSATION PROPOSAL
Trustee, Registrar and Paying Agent Services for
City of Beaumont
Request for Proposal
Bond Trustee Services
EXISTING BFA/BPIA FINANCINGS AND CITY REVENUE BONDS
Please Note All Quoted Fees Are Per Series
Acceptance Fee
$0.00
This one-time charge includes acceptance and assumption of responsibility and duties as Trustee, including all activities related to transfer of duties from prior Trustee, review of governing documents to ensure compliance with industry standard practice; establishment of accounts and creation of ticklers to support the ongoing administrative functions.
Annual Administration Fee
$2,000.00
This fee compensates Zions Bank for regular administrative services which include, but are not limited to, the following: Identification and processing of ticklers to assure compliance throughout the term of the issue as it relates to the bondholders, trust requirements and issuer covenants; monitoring flow of funds requirements; disbursement of funds; investment directives; purchase and sale of securities; investment maturities; furnishing information to issuer's auditors and responding to correspondence and telephone inquiries. First year's fee is payable in advance at closing and annually on each anniversary thereafter.
Annual Registrar and Paving Agent Fee
Includes remittance of semiannual interest and principal payments.
Legal Counsel
Out -of -Pocket Expenses (postage. overnight mail, etc.) Included
$0.00
Billed At Cost
Extraordinary and travel expenses, such as those incurred to attend meetings and/or pre -closing activity, if required, will be billed at actual cost.
Extraordinary Services By Appraisal
ZIONS BANK®
Rage
Member FDIC
ZIONS BANCORPORATION Submission Date: July 18, 2023
ZIONS BANK CORPORATE TRUST DIVISION
SERVICES AND COMPENSATION PROPOSAL
Trustee, Registrar and Paying Agent Services for
City of Beaumont
Request for Proposal
Bond Trustee Services
NEW BFA/BPIA FINANCINGS AND CITY REVENUE BONDS
Please Note All Quoted Fees Are Per Series
Acceptance Fee $1,000.00
This one-time charge includes acceptance and assumption of responsibility and duties as Trustee, including review of governing documents to ensure compliance with industry standard practice, establishment of accounts, receipt of bond proceeds and creation of ticklers to support the ongoing administrative functions. Includes all payments by check or wire transfer of Costs of Issuance. Payable at closing.
Annual Administration Fee $2,000.00
This fee compensates Zions Bank for regular administrative services which include, but are not limited to, the following: Identification and processing of ticklers to assure compliance throughout the term of the issue as it relates to the bondholders, trust requirements and issuer covenants; monitoring flow of funds requirements; disbursement of funds; investment directives; purchase and sale of securities; investment maturities; furnishing information to issuer's auditors and responding to correspondence and telephone inquiries. First year's fee is payable in advance at closing and annually on each anniversary thereafter.
Annual Registrar and Paving Agent Fee
Includes remittance of semiannual interest and principal payments.
Legal Counsel
Out -of -Pocket Expenses (postage, overnight mail, etc.1 Included
$1,750.00
Billed At Cost
Extraordinary and travel expenses, such as those incurred to attend meetings and/or pre -closing activity, if required, will be billed at actual cost.
Extraordinarl Services By Appraisal
BEAUMONT
- C !� 1 1 0 R N A
Staff Report
TO: City Council
FROM: Christina Taylor, Deputy City Manager
DATE September 5, 2023
SUBJECT: Award a Professional Services Agreement with Renne Public Law Group for State Lobbying Services and Grant Writing Assistance in an Amount Not to Exceed $113,000 Annually for an Initial Term of Five Years.
Description Strategic Plan Target #4 (Finances/Resources) Priority Level 1 Goal #1 Background and Analysis:
The City of Beaumont released a request for proposals (RFP) for State Lobbying services on May 18, 2023, with a comprehensive scope that includes review of the City's legislative platform, advocacy, legislative reports, bill reviews, legislative proposals among other things. The RFP was released in consistency with Chapter 3.02 of the Beaumont Municipal Code regarding procurement of professional services.
At close of the RFP period, on June 1, 2023, the City received four (4) proposals from lobbying firms to provide the requested services. The RFP was accessed by 31 firms. A panel consisting of the City Manager, Police Chief and Deputy City Manager reviewed and rated all the proposals consistent with Beaumont Municipal Code Section 3.02.040.
Understanding of
Scope of Services &
Completeness of
RFP
Related Experience
and Demonstrated
Skills
Approach to
Performing Services
Familiarity
with City, ,
County &
State
Procedures
References
Cost & Cost
Effectiveness
GRAND
TOTAL
RESPONDING FIRMS
20 30
20 15
10 5
100
California Advocacy, LLC
15 22
16 10
6 5
73 The Criscom Company
13 16
12 10
8 3
63 Townsend Public Affairs
18 29
16 15
9 3
91 Renne Public Law Group (RPPG)
20 30
20 15
10 3
98 The top two (2) firms were selected for oral interviews. The panel, based on a combination of the evaluation, scoring and oral interviews, recommended Renne Public Law Group to the RFP sub -committee. The RFP sub -committee met and concurred with staff's recommendation.
Fiscal Impact:
Staff estimates that the cost to prepare the staff report is approximately $300.
Lobbying services are paid for from 100-1200-7068 Contractual Services which has a budget amount of $130,000 for federal and state lobbying services, as well as contractual grant writing services. Of the budgeted $130,000, a purchase order has been issued to the City's federal lobbying firm leaving a balance of $43,000 for this fiscal year.
Should City Council award the contract tonight, a budget amendment to increase expenses will be brought forward in October as part of the first quarter budget review presentation to fully fund the lobbying and grant writing contracts.
Recommended Action:
Authorize the Mayor to execute a Professional Services Agreement with Renne Public Law Group for State lobbying services and grant writing assistance in an amount not to exceed $113,000 annually for an initial term of five years.
Attachments:
A. Request for Proposals for State Lobbying Services
B. Scope of Work
C. Professional Services Agreement
D. Proposal Renne Public Law Group
E. Conflict of Interest Statement
Website:
www.beaumontca.gov
Address:
550 E. 6th Street
Beaumont, CA 92223
BEAUMONT
-CALIFORNIA
Phone:
951.769.8520
Request for Proposals
For
State Lobbying Services
Questions Due By: Proposals Due By:
2:00 P.M.
Thursday, May 18, 2023
2:00 P.M.
Tuesday, June 1, 2023
Contact:
Grace Wichert
Procurement and Contracts Specialist
Gwichert©beaumontca.gov
RFP Available:
www.publicpurchase.com or
https://www.beaumontca.gov/949/Bids-and-RFPs
City of Beaumont
Request for Proposal
BEAUMONT
State Lobbying Services
1. INTRODUCTION
The City of Beaumont (City) is seeking proposals from qualified firms/individuals (Consultant) registered as a lobbyist with the California Secretary of State to achieve certain state legislative agenda objectives, including funding advocacy and policy changes. The prospective consultant(s) should have business relationships with the California State Legislature and its reporting agencies and departments and should have experience in effectively lobbying issues on both sides of the aisle in both the California State Assembly and the California State Senate.
All services provided by the Consultant shall be performed by individuals who meet the qualifications, education, and certification/licensing requirements for the position. The successful Consultant shall also have the resources to provide cost effective and timely services, including providing customer service to the City.
Responses must conform to the requirements of this Request for Proposal (RFP). The City reserves the right to waive any irregularity in any proposal or reject any proposal that does not comply with this RFP or City policies. Modifications to the RFP, including, but not limited to the scope of work, can be made only by written addendum issued by the City.
2. THE CITY OF BEAUMONT
The City was incorporated in November 1912 and is located in the San Gorgonio Pass portion of western Riverside County. It is bounded on the west by Calimesa and unincorporated areas, on the north by unincorporated county areas (Cherry Valley), on the south by unincorporated county areas and the City of San Jacinto, and on the east by the City of Banning. The land area within the City's boundary is approximately 30 square miles.
The City of Beaumont is rated one of the safest cities in southern California. The City has its own police department. Fire and paramedic services are contracted through Riverside County. The City of Beaumont has been one of the fastest growing cities in California over the past 15 years and has a current population of 55,280. An average of 500 new homes have been permitted annually since 2013 and the population has grown by approximately 1,500 residents each year. Beaumont has seen significant growth in its quality of workforce with educational levels and technical skills. The community has also seen growth in its household income levels. As a result of this growth, the City must continue to provide residents with the quality of life they expect. This involves expanding park and recreational amenities, maintaining a quality police force to keep pace with growth, construction of regional surface transportation projects, and to perform economic development activities to diversify the city's tax base and increase employment opportunities in the region.
The City Government
The Beaumont City Council is comprised of five Council members, each sharing equal voting powers on all items coming before the Council. Council members are elected to at -large positions for four-year terms, with elections held in November of even -numbered years. The City Council meets annually to select one of its members to serve as Mayor 1
City of Beaumont
Request for Proposal
BEAUMONT
State Lobbying Services
and another to serve as Mayor Pro Tem for one year but no more than two consecutive years.
The City Council provides legislative and policy direction to the City Manager, who implements their decisions to direct the activities of the City. The City Council responds to issues and concerns of the community by allocating resources, developing policies, and formulating strategies that support the vitality and economic viability of the City. All of their decisions must be made at public meetings.
The City Council appoints the City Manager and City Attorney and members of all advisory boards, commissions, and committees. The City Council also serves as the Board of Directors for the Beaumont Financing Authority, Beaumont Utility Authority, and the Beaumont Parking Authority.
3. BACKGROUND
Founded at the turn of the 20th century, Beaumont is proud of its rich history and rural charm. The town served as a welcome "stopping -off point" for early travelers making their way from the Mohave desert to Los Angeles, and later for L.A. residents eager to vacation in Palm Springs. Some, however, set down roots, drawn by the beautiful mountain vistas; clean, crisp air; and the abundance of cherry and apple orchards.
Beaumont provides the very best of rustic, rural beauty and charm, combined with the planned growth, abundant recreational opportunities, and rich community life offered by the finest Southern California cities. The progressive city of over 55,000 people, sits at 2,612 feet in elevation between Riverside and Palm Springs in the Inland Empire. The city operates 18 city -owned parks, including a 20 -acre sports park as well as an extensive trails system. The Beaumont School District, with 12 schools, has an outstanding reputation, and ranks highly in the Pass Area. The city is rounded out with various local service clubs, a state-of-the-art community recreation center, a library, two four -star golf courses, and multiple churches.
The City interacts with numerous other government agencies, including but not limited to the California Department of Parks and Recreation, the California Department of Transportation, California Department of Housing and Community Development, State Water Resources Control Board, the County of Riverside, and Riverside County Transportation Commission (RCTC).
4. PURPOSE
The purpose of this RFP is to select a registered state lobbyist firm who shall represent the City of Beaumont in Sacramento, CA by monitoring and lobbying state legislation which impacts the city and advocating on policy and funding opportunities with the State Assembly, State Senate, committees, and state agencies. The selected firm will help the city develop a stronger, faster, and more effective approach to protect the interest of our residents, and to successfully pursue, secure, and maximize funds for local and regional projects through the state authorization/appropriation process and competitive grant programs.
2
City of Beaumont
Request for Proposal
BEAUMONT
State Lobbying Services
Areas of interest include, but are not limited to, state funding, both direct and pass through, transportation (surface and public), economic development, public safety, telecommunications and broadband, emergency operations, park and recreation amenities, labor law and rulemaking (e.g. collective bargaining for municipal employees), municipal/local government and non-profit taxation (e.g. tax exemption status for municipal bonds) and user fees, state taxation and debt issues, cyber security, as well as issues concerning state contracting, the state workforce, including but not limited to, state travel/transit reimbursements and per diems, and the location of state facilities (including state payments in lieu of taxes).
5. SCOPE OF SERVICES
The Scope of Services is attached as Exhibit A.
6. TERM
The initial term of the agreement shall be for the period of three (3) years from the commencement date. The contract may be extended for up to four (4) additional one (1) year periods. Unless otherwise agreed to by the parties or as may be required by law, any renewal shall be based on the same prices, terms and conditions as the initial term.
7. PROPOSAL REQUIREMENTS
The proposal shall clearly address all of the information requested herein. To achieve a uniform review process and obtain the maximum degree of comparability, it is required that proposals be organized and contain all information as specified below.
A. Cover Letter: Maximum of two (2) pages serving as an Executive Summary which shall include an understanding of the scope of services. The RFP shall be transmitted with a cover letter that must be signed by an official authorized to bind the consultant contractually. The letter accompanying the RFP shall also provide the name, title, address, and telephone number of individuals with the authority to negotiate and contractually bind the consultant. The cover letter constitutes certification by the consultant, under penalty of perjury, that the consultant complies with nondiscrimination requirements of the State and Federal Government. An unsigned proposal or one signed by an individual unauthorized to bind the consultant may be rejected.
B. Introduction/Information: Introduction of the service proposal, including a statement of understanding for the types of services contemplated. Provide a discussion on how the objectives of the scope of services will be accomplished.
Provide the name of the firm submitting the proposal, its mailing address, telephone number, and the name of the individual to contact if further information is required. Any participating firms and proposed sub -consultants shall be identified and included in the proposal (all sub -consultants must be approved by City prior to signing the agreement with City).
C. Approach: The firm's approach to delivering the scope of services. Provide a description of the firm's approach to communicating effectively with City staff 3
City of Beaumont
Request for Proposal
BEAUMONT
State Lobbying Services
and officials, other jurisdictional stakeholders, and the public, to facilitate successful delivery of assigned tasks.
D. Firm Profile: Provide a description of the firm, including number of professional personnel, years in business, office location(s), organizational structure (e.g., corporation, partnership, sole practitioner, etc.), areas of particular expertise, etc.
E. Firm Accomplishments: Provide key examples of accomplishments for clients, examples of reports submitted to clients, capacity to represent clients in the State Legislature.
F. Location of principal office that will be responsible for the implementation of this contract.
G. Proposed Team: Provide a summary description of all personnel who will be involved in this project, their roles and responsibilities, and their experience in similar past projects. The proposal must name a project manager. In addition to this summary, full resumes must be provided.
H. References: Provide at least three (3) references from previous cities, counties or other agencies for similar work completed within the last 10 years, which include:
name, address, contact person and phone number for the agency, length of time services were provided, staff assigned to each project by your firm, and a description of the services provided. All submitted materials shall become the property of the City of Beaumont.
Scope of Services: Provide a description of the tasks, sub -tasks, and deliverables that will be provided. The Scope of Services should be presented in a logical format that can be easily attached to the Professional Services Agreement. Any additional items not mentioned above in the list but needed to get to full design and construction shall be included in the proposal as additional items for consideration.
J. Project Schedule: Provide a comprehensive Critical Path Method (CPM) schedule describing the nature and estimated timeline of proposed work objectives and milestones. Gannt chart preferred.
K. Cost proposal: Provide detailed cost of services in a separate sealed envelope.
Costing should include:
• Fixed prices, including out-of-pocket expenses, for all costs associated within the scope of this proposal
• Detailed hourly rates of all members of the project
• Additional billable costs for non -specified tasks
• Total fees and expenses for the entire scope of the project • Any area which proposers believe should be included in the scope of work 4
City of Beaumont
Request for Proposal
BEAUMONT
State Lobbying Services
in this proposal, but which is not stipulated in this RFP, and identifies the costs associated with the services rendered
L. List of all current/outstanding contracts, their status and the completion date for each contract.
M. Any other information which should be considered, such as any special services or customer service philosophy which define your firm's practice.
N. The selected firm will be required to maintain an active City of Beaumont Business License and professional liability insurance including liability at a minimum of one million per occurrence, worker's compensation, and vehicle coverage including comprehensive and collision insurance naming the City of Beaumont as additional insured. Additional insurance may be requested. The proposal shall state whether such license(s) and insurances will be in force at time of contract execution.
8. SUBMITTAL
Two (2) bound copies, one (1) unbound copy and one (1) color digital pdf copy (flash drive) of the proposal must be submitted no later than 2:00 p.m. Thursday, June 1, 2023.
The cost proposal shall be submitted in a separate sealed envelope. Electronic or faxed copies of proposals will not be accepted.
Proposal must be titled "RFP for State Lobbying Services." All proposals shall be submitted to:
City of Beaumont
c/o Grace Wichert
550 E. 6th Street
Beaumont, CA 92223
Proposals received after the stated date and time will not be accepted. Once submitted, proposals, including the composition of the consulting staff, cannot be altered without prior written consent of the City.
All costs associated with preparation of any proposal shall be the sole responsibility of the proposer.
Each proposal shall be limited to a maximum of 25 pages, using minimum 12 -point font size.
*DUE DATE FOR REQUEST FOR CLARIFICATIONS (RFC)/ QUESTIONS IS:
THURSDAY, MAY 18, 2023, AT 2:00 P.M.
All questions shall be submitted through the Public Purchase website. Answers will be posted on the same website to allow all users to review the City's responses to all 5
City of Beaumont
Request for Proposal
BEAUMONT
questions within one (1) week of the question due date.
9. SCHEDULE
State Lobbying Services
Event
Date
RFP Issued
Thursday, May 4, 2023
RFC/ Questions Due
Thursday, May 18, 2023 @ 2:00 P.M.
Proposals Due
Thursday, June 1, 2023 @ 2:00 P.M.
Interviews (if required)
TBD
Award Date
TBD
10. CONFIDENTIALITY
Prior to the proposal submittal deadline, all proposals will be designated confidential to the extent permitted by the California Public Records Act. After the proposal submittal deadline, all responses will be regarded as public record and will be subject to review by the public. Any language purported to render confidential all or portions of the proposals will be regarded as non -effective and will be disregarded.
11. AMENDMENTS TO REQUEST FOR PROPOSALS
The City reserves the right to amend the RFP by addendum prior to the final proposal submittal date.
12. CITY OF BEAUMONT RIGHTS AND OPTIONS
This RFP does not commit the City of Beaumont to award a contract or to pay any cost incurred with the preparation of a proposal or contract for services described herein.
The City may, in its sole discretion and without any obligation to act reasonably, reject any and all proposals, waive informalities and minor irregularities in any proposal reviewed, negotiate with any qualified source submitting a proposal, extend deadlines, and/or request additional information. Subsequent to negotiations, prospective consultants may be required to submit revisions to their proposals. The City may reject any proposal that does not conform to the instructions provided in this RFP. Additionally, the City reserves the right to negotiate all final terms and conditions of any proposal received before entering into final contract.
The City reserves the right to postpone selection for its own convenience, to withdraw this RFP at any time, and to reject any and all proposals without indicating any reason for such rejection. As a function of the RFP process, the City of Beaumont reserves the right to remedy technical errors in response to the RFP and to modify the published scope of services and scope of work. Proposals submitted in response to the RFP will not be returned.
13. CONFLICT OF INTEREST
The Consultant shall disclose any personal or professional financial, business, or other relationships with the City that may have an impact on the outcome of this contract or any resulting project. The consultant shall also list current clients who may have a 6
City of Beaumont
Request for Proposal
BEAUMONT
financial interest in the outcome of this contract.
State Lobbying Services
14. PROPOSAL EVALUATION/SELECTION
The City intends to engage the most qualified consultant available that demonstrates a thorough understanding of the City's needs. City staff will use the following criteria to evaluate the proposals:
Criteria & Scoring
Points
Understanding the scope of services and completeness of RFP 20 Related Experience and Demonstrated skills
30 Approach to performing this type of service
20 Familiarity with City, County, State procedures
15 References
10 Cost and Cost Effectiveness
5 Total
100
The City may request a qualification interview with the highest ranked consultant(s) prior to determining the final ranking. This selection will be conducted according to the City's adopted procedures. The City reserves the right to reject any and all proposals.
CONTACT WITH ANY CITY EMPLOYEE OTHER THAN THE CONTACT NAMED IS STRICTLY PROHIBITED AND WILL BE CAUSE FOR DISQUALIFICATION OF THE PROPOSAL.
Attachments
A. Exhibit A- Scope of Services
B. Exhibit B- Professional Services Agreement
7
Request for Proposal
Scope of Services
State Lobbying Services
Exhibit A
BEAUMONT
-c A L 1 F O R N I A -
EXHIBIT "A"
SCOPE of SERVICES
Request for Proposal
Scope of Services
State Lobbying Services
Exhibit A
BEAUF O R N MONTA 1 -
The City of Beaumont (City) is seeking proposals from qualified firms/individuals (Consultant) registered as a lobbyist with the California Secretary of State in order to achieve certain state legislative agenda objectives, including funding advocacy and policy changes. The prospective consultant(s) should have business relationships with the California State Legislature and its reporting agencies and departments and should have experience in effectively lobbying issues on both sides of the aisle in both the California State Assembly and the California State Senate.
The Consultant must be well versed in State Legislation and able to properly represent the City and its interests. The services the City is seeking include, but are not limited to, the following:
General Lobbying Services:
1. On an annual basis, work with the City to update its legislative program to look at upcoming legislative trends. This will assist the City in proactively addressing legislation, topics, or issues that unfold in advance of the coming year.
2. Undertake advocacy, including strategy development and related activities, to attain the objectives of the City. Related activities shall include meeting with legislators and staff, drafting legislative amendments, coordinating testimony at legislative hearings and administrative agencies, attending meetings and otherwise representing the City's positions.
Organize advocacy trips to promote the City's projects and priorities.
3. Review proposed, introduced, and amended legislation, and proposed and adopted administrative rules and regulations, to determine its impact on the City and recommend positions to be taken on the legislation.
4. Provide periodic electronic reports on status of legislation and other related matters such as bill language and committee analysis, an annual report giving an overview of the completed and forecast of important issues for the upcoming year.
5. Coordinate and cooperate with other organizations, municipalities, companies, and firms having similar legislative objectives as the City. Where appropriate, advocate positions on legislation and work to secure language in law that will advance the City's interests.
6. Regularly communicate with the City to assess legislative options, analyze legislation, and discuss policy objectives including review and input to the City's legislative policy guide.
Present legislative issues to the full City Council as needed/upon request.
7. Participate in regular planning and coordination meetings with City staff.
8. Undertake advocacy on technical matters, compliance reporting and associated activities.
Request for Proposal
Scope of Services
State Lobbying Services
Exhibit A
BEAUF O R N MONTA 1
9. Identify available programs that provide funding or grants for transportation, wastewater, recycled water, water conservation, energy sustainability, economic development, parks and recreation, public safety, and all other City projects and services and provide assistance in preparing applications.
10. Prepare and file all applicable Fair Political Practices Commission lobbying documents and reports within all applicable deadlines, per the provisions of the Political Reform Act of 1974 as amended. Provide the City notification of any changes or modifications that may be pertinent.
1 1. Assist City staff with ongoing/regular reporting and follow up as may be required by the granting agency/organization.
12. Arrange meetings with legislative representatives and/or government departments and/or agencies for City elected officials and staff as requested by the City.
13. Provide a monthly written summary of work conducted on behalf of the City.
State Lobbying Services:
1. Review all bills introduced in the California Legislature and inform the City of all such legislation affecting its interest and forward a copy of such bills to the City.
2. Assist the City in identifying and obtaining state funding available for City programs and proposed capital projects.
3. Provide a monthly written summary conducted on behalf of the City during the legislative session and at other times if significant activity warrants it.
4. Initiate legislative proposals on behalf of the City.
5. Attend and provide testimony on behalf of the City in legislative hearings.
6. Perform duties customarily performed by legislative advocates and governmental affairs on behalf of the City to the best of their abilities, experience, and talents.
AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR
THIS AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR is made and effective as of the 15th day of August 2023, by and between the CITY OF BEAUMONT ("CITY") whose address is 550 E. 6th Street, Beaumont, California 92223 and Renee Public Law Group, a California Corporation, whose address is 1127 11th Street Ste 300, Sacramento, Ca 95814 ("CONTRACTOR").
RECITALS
This Agreement is entered into on the basis of the following facts, understandings and intentions of the parties to this Agreement:
A. CITY desires to engage CONTRACTOR to provide State Lobbying Services; and B. CONTRACTOR has made a proposal ("Proposal") to the CITY to provide such professional services, which Proposal is attached hereto as Exhibit "A" and incorporated herein by this reference; and
C. CONTRACTOR agrees to provide such services pursuant to, and in accordance with, the terms and conditions of this Agreement, and represents and warrants to CITY that CONTRACTOR possesses the necessary skills, licenses, certifications, qualifications, personnel and equipment to provide such services.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals and mutual covenants contained herein, CITY and CONTRACTOR agree as follows:
1. Term of Agreement. This Agreement is effective as of the date first above written and shall continue until terminated as provided for herein. Notwithstanding anything in this Agreement to the contrary, this Agreement shall automatically terminate after 5 (5) year(s) unless extended by the parties with the approval of the City Council of the CITY.
2. Services to be Performed. CONTRACTOR agrees to provide the services ("Services") as follows: Development Impact Fees Study per Exhibit "A". All Services shall be performed in the manner and according to the timeframe set forth in the Proposal. CONTRACTOR designates SHARON GONSALVES as CONTRACTOR'S professional(s) responsible for overseeing the Services provided by CONTRACTOR.
3. Associates and Subcontractors. CONTRACTOR may, at CONTRACTOR's sole cost and expense, employ such competent and qualified independent associates, subcontractors and consultants as CONTRACTOR deems necessary to perform the Services; provided, however, that CONTRACTOR shall not subcontract any of the Services without the written consent of CITY.
4. Compensation.
4.01 CONTRACTOR shall be paid at the rates set forth in the Proposal and shall not increase any rate without the prior written consent of the CITY.
4.02 CONTRACTOR shall not be compensated for any Services rendered nor reimbursed for any expenses incurred in excess of those authorized unless approved in advance by the CITY, in writing.
4.03 CONTRACTOR shall submit to CITY, on or before the fifteenth (15th) of each month, itemized invoices for the Services rendered in the previous month. The CITY shall not be obligated to pay any invoice that is submitted more than sixty (60) days after the due date of such invoice. CITY shall have the right to review and audit all invoices prior to or after payment to CONTRACTOR. This review and audit may include, but not be limited to CITY' s:
a. Determination that any hourly fee charged is consistent with this Agreement's approved hourly rate schedule;
b. Determination that the multiplication of the hours billed times the approved rate schedule dollars is correct;
c. Determination that each item charged is the usual, customary, and reasonable charge for the particular item. If CITY determines an item charged is greater than usual, customary, or reasonable, or is duplicative, ambiguous, excessive, or inappropriate, CITY shall either return the bill to CONTRACTOR with a request for explanation or adjust the payment accordingly, and give notice to CONTRACTOR of the adjustment.
4.04 If the work is satisfactorily completed, CITY shall pay such invoice within thirty (30) days of its receipt. Should CITY dispute any portion of any invoice, CITY shall pay the undisputed portion within the time stated above, and at the same time advise CONTRACTOR in writing of the disputed portion.
5. Obligations of CONTRACTOR.
5.01 CONTRACTOR agrees to perform all Services in accordance with the terms and conditions of this Agreement and the Proposal. In the event that the terms of the Proposal shall conflict with the terms of this Agreement or contain additional terms that purport to bind the CITY other than the Services to be rendered and the price for the Services, the terms of this Agreement shall govern and said additional or conflicting terms shall be of no force or effect.
5.02 Except as otherwise agreed by the parties, CONTRACTOR will supply all personnel, materials and equipment required to perform the Services. CONTRACTOR shall provide its own offices, telephones, vehicles and computers and set its own work hours. CONTRACTOR will determine the method, details, and means of performing the Services under this Agreement.
5.03 CONTRACTOR shall keep CITY informed as to the progress of the
Services by means of regular and frequent consultations. Additionally, when requested by CITY, CONTRACTOR shall prepare written status reports.
5.04 CONTRACTOR is responsible for paying, when due, all income and other taxes, fees and withholding, including withholding state and federal taxes, social security, unemployment and worker's compensation, incurred as a result of the compensation paid under this Agreement. CONTRACTOR agrees to indemnify, defend and hold harmless CITY for any claims, costs, losses, fees, penalties, interest, or damages suffered by CITY resulting from CONTRACTOR's failure to comply with this provision.
5.05 In the event CONTRACTOR is required to prepare plans, drawings, specifications and/or estimates, the same shall be furnished in conformance with local, state and federal laws, rules and regulations.
5.06 CONTRACTOR represents that it possesses all required licenses necessary or applicable to the performance of Services under this Agreement and the Proposal and shall obtain and keep in full force and effect all permits and approvals required to perform the Services herein. In the event CITY is required to obtain an approval or permit from another governmental entity, CONTRACTOR shall provide all necessary supporting documents to be filed with such entity.
5.07 CONTRACTOR shall be solely responsible for obtaining Employment Eligibility Verification information from CONTRACTOR' s employees, in compliance with the Immigration Reform and Control Act of 1986, Pub. L. 99-603 (8 U.S.C. 1324a), and shall ensure that CONTRACTOR's employees are eligible to work in the United States.
5.08 In the event that CONTRACTOR employs, contracts with, or otherwise utilizes any Ca1PERS retirees in completing any of the Services performed hereunder, such instances shall be disclosed in advance to the CITY and shall be subject to the CITY's advance written approval.
5.09 Drug -free Workplace Certification. By signing this Agreement, the CONTRACTOR hereby certifies under penalty of perjury under the laws of the State of California that the CONTRACTOR will comply with the requirements of the Drug -Free Workplace Act of 1990 (Government Code, Section 8350 et seq.) and will provide a drug - free workplace.
5.10 CONTRACTOR shall comply with all applicable local, state and federal laws, rules, regulations, entitlements and/or permits applicable to, or governing the Services authorized hereunder.
6. Insurance. CONTRACTOR hereby agrees to be solely responsible for the health and safety of its employees and agents in performing the Services under this Agreement and shall comply with all laws applicable to worker safety including but not limited to Cal -OSHA.
Therefore, throughout the duration of this Agreement, CONTRACTOR hereby covenants and agrees to maintain insurance in conformance with the requirements set forth below. Attached hereto as Exhibit "B" are copies of Certificates of Insurance and endorsements as required by
Section 7.02. If existing coverage does not meet the requirements set forth herein, CONTRACTOR agrees to amend, supplement or endorse the existing coverage to do so.
CONTRACTOR shall provide the following types and amounts of insurance:
6.01 Commercial general liability insurance in an amount of not less than $1,000,000 per occurrence and $2,000,000 in the aggregate; CONTRACTOR agrees to have its insurer endorse the general liability coverage required herein to include as additional insured's CITY, its officials, employees and agents. CONTRACTOR also agrees to require all contractors and subcontractors to provide the same coverage required under this Section 6.
6.02 Business Auto Coverage in an amount no less than $1 million per accident.
If CONTRACTOR or CONTRACTOR's employees will use personal autos in performance of the Services hereunder, CONTRACTOR shall provide evidence of personal auto liability coverage for each such person.
6.03 Workers' Compensation coverage for any of CONTRACTOR's employees that will be providing any Services hereunder. CONTRACTOR will have a state -approved policy form providing statutory benefits as required by California law. The provisions of any workers' compensation will not limit the obligations of CONTRACTOR under this Agreement. CONTRACTOR expressly agrees not to use any statutory immunity defenses under such laws with respect to CITY, its employees, officials and agents.
6.04 Optional Insurance Coverage. Choose and check one: Required X /Not Required _; Errors and omissions insurance in a minimum amount of $2 million per occurrence to cover any negligent acts or omissions committed by CONTRACTOR, its employees and/or agents in the performance of any Services for CITY.
7. General Conditions pertaining to Insurance Coverage
7.01 No liability insurance coverage provided shall prohibit CONTRACTOR from waiving the right of subrogation prior to a loss. CONTRACTOR waives all rights of subrogation against CITY regardless of the applicability of insurance proceeds and shall require all contractors and subcontractors to do likewise.
7.02. Prior to beginning the Services under this Agreement, CONTRACTOR shall furnish CITY with certificates of insurance, endorsements, and upon request, complete copies of all policies, including complete copies of all endorsements. All copies of policies and endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf.
7.03. All required policies shall be issued by a highly rated insurer with a minimum A.M. Best rating of "A:VII"). The insurer(s) shall be admitted and licensed to do business in California. The certificates of insurance hereunder shall state that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirty (30) days' prior written notice has been given to CITY.
7.04 Self-insurance does not comply with these insurance specifications.
CONTRACTOR acknowledges and agrees that that all insurance coverage required to be provided by CONTRACTOR or any subcontractor, shall apply first and on a primary, non- contributing basis in relation to any other insurance, indemnity or self-insurance available to CITY.
7.05 All coverage types and limits required are subject to approval, modification and additional requirements by CITY, as the need arises. CONTRACTOR shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect CITY's protection without CITY's prior written consent.
7.06 CONTRACTOR agrees to provide immediate notice to CITY of any claim or loss against CONTRACTOR or arising out of the Services performed under this Agreement. CITY assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve CITY.
8. Indemnification.
8.01 CONTRACTOR and CITY agree that CITY, its employees, agents and officials should, to the extent permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys' fees, litigation costs, defense costs, court costs or any other costs arising out of or in any way related to the performance of this Agreement by CONTRACTOR or any subcontractor or agent of either as set forth herein.
Accordingly, the provisions of this indemnity are intended by the parties to be interpreted and construed to provide the fullest protection possible under the law to CITY.
CONTRACTOR acknowledges that CITY would not enter into this Agreement in the absence of the commitment of CONTRACTOR to indemnify and protect CITY as set forth herein.
a. To the fullest extent permitted by law, CONTRACTOR shall defend, indemnify and hold harmless CITY, its employees, agents and officials, from any liability, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses, damages or costs of any kind, whether actual, alleged or threatened, actual attorneys' fees incurred by CITY, court costs, interest, defense costs, including expert witness fees and any other costs or expenses of any kind whatsoever without restriction or limitation incurred in relation to, as a consequence of or arising out of, or in any way attributable actually, allegedly or impliedly, in whole or in part to the performance of this Agreement.
CONTRACTOR's obligation to defend, indemnify and hold harmless shall include any and all claims, suits and proceedings in which CONTRACTOR (and/or CONTRACTOR's agents and/or employees) is alleged to be an employee of CITY.
All obligations under this provision are to be paid by CONTRACTOR as they are incurred by CITY.
b. Without affecting the rights of CITY under any provision of this Agreement or this Section, CONTRACTOR shall not be required to indemnify and hold harmless CITY as set forth above for liability attributable solely to the fault of CITY, provided such fault is determined by agreement between the parties or the
findings of a court of competent jurisdiction.
8A. Indemnification Design Professionals.
8A.01 In the event that CONTRACTOR is a design professional under California Civil Code Section 2782.8 this Section 8A shall apply instead of Section 8. To the fullest extent permitted by California law and in accordance with California Civil Code section 2782.8, CONTRACTOR shall indemnify, and hold harmless the City, its officers, employees, trustees and members ("Indemnified Parties") from any and all actions, assessments, counts, citations, claims, costs, damages, demands, judgments, liabilities (legal, administrative or otherwise), losses, notices, expenses, fines, penalties, proceedings, responsibilities, violations, attorney's and consultants' fees and causes of action including, but not limited to those for, injury to property or persons, including personal injury and/or death ("Claim(s)"), to the extent that the Claim(s) arises out of, pertains to, or relates to the negligence, recklessness, or willful misconduct of CONTRACTOR, its directors, officials, officers, employees and consultants arising out of, connected with, or resulting from the performance of the Services, the Project, or this Agreement. This indemnity excludes liability caused by the negligence or willful misconduct of any of the Indemnified Parties.
The cost to indemnify, hold harmless, and defend charged to CONTRACTOR shall not exceed CONTRACTOR'S proportionate percentage of fault.
9. Additional Services, Changes and Deletions.
9.01 In the event CONTRACTOR performs additional or different services than those described herein without the prior written approval of the City Manager and/or City Council of CITY, CONTRACTOR shall not be compensated for such services.
CONTRACTOR expressly waives any right to be compensated for services and materials not covered by the scope of this Agreement or authorized by the CITY in writing.
9.02 CONTRACTOR shall promptly advise the City Manager and Finance Director of CITY as soon as reasonably practicable upon gaining knowledge of a condition, event or accumulation of events which may affect the scope and/or cost of Services. All proposed changes, modifications, deletions and/or requests for additional services shall be reduced to writing for review and approval by the CITY and/or City Council.
10. Termination of Agreement.
10.01 Notwithstanding any other provision of this Agreement, CITY, at its sole option, may terminate this Agreement with or without cause, or for no cause, at any time by giving twenty (20) days' written notice to CONTRACTOR.
10.02 In the event of termination, the payment of monies due CONTRACTOR for undisputed Services performed prior to the effective date of such termination shall be paid within thirty (30) business days after receipt of an invoice as provided in this Agreement.
Immediately upon termination, CONTRACTOR agrees to promptly provide and deliver to CITY all original documents, reports, studies, plans, specifications and the like which are in the possession or control of CONTRACTOR and pertain to CITY.
11. Status of CONTRACTOR.
11.01 CONTRACTOR shall perform the Services in CONTRACTOR's own way as an independent contractor, and in pursuit of CONTRACTOR'S independent calling, and not as an employee of CITY. However, CONTRACTOR shall regularly confer with CITY's City Manager as provided for in this Agreement.
11.02 CONTRACTOR agrees that it is not entitled to the rights and benefits afforded to CITY's employees, including disability or unemployment insurance, workers' compensation, retirement, Ca1PERS, medical insurance, sick leave, or any other employment benefit. CONTRACTOR is responsible for providing, at its own expense, disability, unemployment, workers' compensation and other insurance, training, permits, and licenses for itself and its employees and subcontractors.
11.03 CONTRACTOR hereby specifically represents and warrants to CITY that it possesses the qualifications and skills necessary to perform the Services under this Agreement in a competent, professional manner, without the advice or direction of CITY and that the Services to be rendered pursuant to this Agreement shall be performed in accordance with the standards customarily applicable to an experienced and competent professional rendering the same or similar services in the same geographic area where the CITY is located. Further, CONTRACTOR represents and warrants that the individual signing this Agreement on behalf of CONTRACTOR has the full authority to bind CONTRACTOR to this Agreement.
12. Ownership of Documents; Audit.
12.01 All draft and final reports, plans, drawings, studies, maps, photographs, specifications, data, notes, manuals, warranties and all other documents of any kind or nature prepared, developed or obtained by CONTRACTOR in connection with the performance of Services performed for the CITY shall become the sole property of CITY, and CONTRACTOR shall promptly deliver all such materials to CITY upon request. At the CITY's sole discretion, CONTRACTOR may be permitted to retain original documents, and furnish reproductions to CITY upon request, at no cost to CITY.
12.02 Subject to applicable federal and state laws, rules and regulations, CITY shall hold all intellectual property rights to any materials developed pursuant to this Agreement. CONTRACTOR shall not such use data or documents for purposes other than the performance of this Agreement, nor shall CONTRACTOR release, reproduce, distribute, publish, adapt for future use or any other purposes, or otherwise use, any data or other materials first produced in the performance of this Agreement, nor authorize others to do so, without the prior written consent of CITY.
12.03 CONTRACTOR shall retain and maintain, for a period not less than four years following termination of this Agreement, all-time records, accounting records and vouchers and all other records with respect to all matters concerning Services performed, compensation paid and expenses reimbursed. At any time during normal business hours and as often as CITY may deem necessary, CONTRACTOR shall make available to CITY's agents for examination all of such records and shall permit CITY's agents to audit, examine and reproduce such records.
13. Miscellaneous Provisions.
13.01 This Agreement, which includes all attached exhibits, supersedes any and all previous agreements, either oral or written, between the parties hereto with respect to the rendering of Services by CONTRACTOR for CITY and contains all of the covenants and agreements between the parties with respect to the rendering of such Services in any manner whatsoever. Any modification of this Agreement will be effective only if it is in writing signed by both parties.
13.02 CONTRACTOR shall not assign or otherwise transfer any rights or interest in this Agreement without the prior written consent of CITY. Unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under this Agreement.
13.03 CONTRACTOR shall timely file FPPC Form 700 Conflict of Interest Statements with CITY if required by California law and/or the CITY' s conflict of interest policy.
13.04 If any legal action or proceeding, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable attorneys' fees and costs, in addition to any other relief to which that party may be entitled.
13.05 This Agreement is made, entered into and shall be performed in the County of Riverside in the State of California and shall in all respects be interpreted, enforced and governed under the laws of the State of California. The parties agree that venue in any litigation between them shall be in Riverside County, California.
13.06 CONTRACTOR covenants that neither it nor any officer or principal of its firm has any interest, nor shall they acquire any interest, either directly or indirectly, which will conflict in any manner or degree with the performance of their Services hereunder.
CONTRACTOR further covenants that in the performance of this Agreement, no person having such interest shall be employed by it as an officer, employee, agent, or subcontractor.
13.07 CONTRACTOR has read and is aware of the provisions of Section 1090 et seq. and Section 87100 et seq. of the Government Code relating to conflicts of interest of public officers and employees. CONTRACTOR agrees that they are unaware of any financial or economic interest of any public officer or employee of the CITY relating to this Agreement. It is further understood and agreed that if such a financial interest does exist at the inception of this Agreement, the CITY may immediately terminate this Agreement by giving notice thereof. CONTRACTOR shall comply with the requirements of Government Code section 87100 et seq. and section 1090 in the performance of and during the term of this Agreement.
13.08 Improper Consideration. CONTRACTOR shall not offer (either directly or through an intermediary) any improper consideration such as, but not limited to, cash,
discounts, services, the provision of travel or entertainment, or any items of value to any officer, employee or agent of the CITY in an attempt to secure favorable treatment regarding this Agreement or any contract awarded by CITY. The CITY, by notice, may immediately terminate this Agreement if it determines that any improper consideration as described in the preceding sentence was offered to any officer, employee or agent of the CITY with respect to the proposal and award process of this Agreement or any CITY contract. This prohibition shall apply to any amendment, extension or evaluation process once this Agreement or any CITY contract has been awarded. CONTRACTOR shall immediately report any attempt by any CITY officer, employee or agent to solicit (either directly or through an intermediary) improper consideration from CONTRACTOR.
13.09 Severability. If any portion of this Agreement is declared invalid, illegal or otherwise unenforceable by a court of competent jurisdiction, the entire balance of this Agreement not so affected shall remain in full force and effect.
IN WITNESS WHEREOF, the parties hereby have made and executed this Agreement to be effective as of the day and year first above written.
CITY: CONTRACTOR:
CITY OF BEAUMONT RENEE PUBLIC LAW GROUP
By: By:
Julio Martinez III, Mayor
Print Name:
Title:
ATTEST:
By:
Nicole Wheelwright, Deputy City Clerk
APPROVED AS TO FORM:
By:
John O. Pinkney, City Attorney
EXHIBIT "A"
PROPOSAL
(insert behind this page)
EXHIBIT "B"
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
(insert behind this page)
•
A Division o
t
1 City of Beaumont/Proposal for State Lobbying Services enne •u
IC
ADVOCACY FOR THE PUBLIC GOOD.
RPPG
Renne Public Policy Group
aw Group®
PROPOSAL FOR STATE LOBBYING SERVICES
CITY OF BEAUMONT
Prepared by:
Sharon Gonsalves
Director of Government Affairs
Phone: (916) 849-5536
[email protected]
COVER LETTER 2
INTRODUCTION/INFORMATION 4
APPROACH 5
FIRM PROFILE 6
FIRM ACCOMPLISHMENTS 7
PROPOSED TEAM 9
REFERENCES 18
SCOPE OF SERVICES 19
PROJECT SCHEDULE 20
CONFLICTS PROCESS 22
IV:Z"\•• f.
ADVOCACY FOR THE PUBLIC GOOD.
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Renne Public Policy Group*
COVER LETTER
June 1, 2023
City of Beaumont
c/o Grace Wichert
550 E. 6th Street
Beaumont, CA 92223
Dear Ms. Wichert:
On behalf of Renne Public Law Group [DBA: Renne Public Policy Group (RPPG)], we are pleased to submit our proposal for State Lobbying Services to the City of Beaumont.
Renne Public Policy Group (RPPG) is a full -service state lobbying and consulting practice that advocates for the best interest of public entities and those organizations who align with public entities. We do so effectively and efficiently, without compromising on ethics or integrity. RPPG is a division of Renne Public Law Group (RPLG), founded by Louise Renne, the City of San Francisco's elected City Attorney for 16 years.
RPPG provides our clients with a keen understanding of California's evolving legislative and political landscape, which is critical when making policy, legal and operational decisions. Our approach is grounded in Louise's reputation for uncompromising ethics, excellence, innovation, and advocacy for local government.
The halls of California's Capitol are a constant whirl of activity as legislators, staff, and lobbyists for a multitude of interest groups engage in crafting laws and the state budget. In this fast -paced environment, opportunities and threats to local agencies can quickly emerge. Given this context, RPPG recognizes that advocating for the interests of our clients requires policy expertise, active engagement, and multi -pronged actions which includes monitoring pending legislation, developing legislative proposals, negotiating amendments, seeking applicable grant opportunities and —when necessary —conducting a coordinated public affairs campaign. These tactics form the foundation for an effective legislative and grants advocacy strategy. Since the inception of RPPG, we have taken an innovative approach that differs from how other firms represent their clients. RPPG is a fairly young practice. This has enabled us to do things differently: to be proactive, creative, and nimble, and to build a culture of like-minded, highly motivated professionals from diverse backgrounds —where clients feel valued.
Since the COVID-19 global pandemic the way that legislative advocates must engage to effectively represent their clients has fundamentally shifted. Simply put, clients must adapt to ensure their interests are protected. They cannot rely on an old playbook to yield positive results. This is why we feel it is so important that the City of Beaumont partners with a firm that can provide a uniquely tailored wraparound service approach with its strengths rooted in political and process expertise, as well as a true passion for .:ity of Beaumont/Proposal for State Lobbying Services
ADVOCACY FOR THE PUBLIC GOOD.
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local government. As you will see in this proposal, all of us at RPPG have devoted our careers to supporting local government and their partners —in a shared goal of improving communities across California.
As outlined in this proposal, our advocacy approach recognizes California's evolving political and operational landscape, shifting policies, and volatile fiscal environment to best position our clients for successful outcomes. We appreciate that the City of Beaumont is unique, and we look forward to offering a tailored service to meet the City's needs. RPPG has a clear understanding of the scope of services the City has included with the request for proposal, and we propose to work closely with the City to devise a comprehensive strategy that advances your legislative priorities, and we would be honored to work with the City to help advance your policy goals.
Sharon Gonsalves, RPPG's Director of Government Affairs will act as the Project Manager and primary contact for this proposal. She is located at 1127 11th Street, Suite 300, Sacramento, CA and can be reached at (916) 849-5536 or at [email protected]. As the founding partner of our firm, Jon Holtzman has the authority to negotiate on behalf of and bind the firm in an agreement. Jon may be reached at (415) 848-7200 and is located at 350 Sansome Street, Suite 300, San Francisco, CA.
Regards,
Jon Holtzman, Founding Partner
Renne Public Law Group, LLP
3 City of Beaumont/Proposal for State Lobbying Services Sharon Gonsalves, Director Government Affairs
Renne Public Policy Group, A Division of Renne Public Law Group, LLP ©
ADVOCACY FOR THE PUBLIC GOOD.
RPPG
Renne Public Policy Group*
INTRODUCTION/INFORMATION
0 We anticipate your
opportunities & challenges
0 We amplify your voice
0 0
0 0
0 We understand your region
We educate lawmakers
in your area and beyond
We customize our approach
We provide boutique service
We find funding
RPPG is a full -service lobbying and grant writing
practice that supports public agencies and companies
whose interests align with public agencies. RPPG draws
from the wisdom of respected public officials, the
knowledge of municipal policy experts, and the
tenacity of experienced legislative advocates to
provide a uniquely tailored, wraparound service
approach for our clients. RPLG and RPPG have a
combined team of 58 legal and legislative professionals comprised of attorneys, lobbyists, grant writers, and
senior advisors as well as administrative, legislative, and operational support staff. A full list of our team
members can be found on the RPPG and RPLG
websites.
The RPPG legislative advocacy and grant writing
practice area is led by Managing Director, Dane
Hutchings. Dane is supported by seasoned legislative
advocates, Sharon Gonsalves (proposed project manager) and Alyssa Silhi. RPPG's grant writing service is led by Jake Whitaker and supported by Michele Mora and Maira Durazo. As detailed further in this proposal, RPPG's Policy and Strategic advisors support our clients' overall advocacy strategy by providing unique and experienced perspectives on the real -world impacts of pending legislative, regulatory, and administrative proposals --leveraging their experience for the betterment of RPPG clients. RPPG specializes in the following services:
• State legislative, administrative, and
regulatory advocacy
• Public affairs and communications
• Grant writing and revenue sourcing
• Federal legislative tracking and analysis
• Public sector retirement and OPEB advisory
services
• Strategic planning and counsel
• Coalition -building and grassroots campaigns
• State procurement
More details regarding specific roles, responsibilities, and qualifications for each member of the RPPG team are provided in the following sections. Collectively, the RPPG team has represented and/or advised local agencies in policy issues including but not limited to:
• Land use, housing, planning, zoning, homelessness
• Natural resources and climate resiliency
• Revenue and taxation
• Public safety
• Parks and outdoor access
• Wildfire prevention and vegetation management
4 City of Beaumont/Proposal for State Lobbying Services
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• Emergency response and emergency preparedness
• Privacy, technology, and consumer protection issues
• Public works, water, and sanitation
• Policies to advance diversity, equity, and inclusion
• Administrative and public employer operations issues including public sector contracting policy, pensions, and workers' compensation
• The Brown Act, the California Public Records Act, elections, sunshine legislation, and other laws governing local government decision -making and operations We pride ourselves in our proven ability to dig into the specific issues of our clients and create a customized legislative and grants advocacy strategy that fit the agencies' unique needs. We are known for our frequent and timely client communication to demystify the often -convoluted political process- -enabling our clients to feel actively engaged with their state government.
Renne Public Policy Group (RPPG), is located at 1127 11th Street, Suite 300, Sacramento, CA 95814, (916) 974-9270. Please contact Sharon Gonsalves at [email protected] or (916) 849- 5536 if further information is required.
APPROACH
The RPPG Approach
At RPPG we strive to be a necessity for our clients, not a luxury. This means finding ways to show true return on investment. However, 'value' itself is dependent on the individual needs of the client.
Whether it be advancing a beneficial state policy, stopping a piece of detrimental legislation, advocating for increased General Fund or grant dollars —or by providing detailed policy and political information that informs the client. Whatever the need, we pride ourselves on creating a custom approach to each client that we have the honor of representing. We work incredibly hard for our clients because each client that partners with RPPG has placed their trust in us —not just to represent their interest in Sacramento, but to be a trusted messenger of their brand and story.
Our motto is we do the work, and we take nothing for granted. While that may sound oversimplistic, in our experience there are a lot of firms that simply rely on their "relationships" to advance their clients' interests. While relationships are critical (as detailed below), legislative advocacy is a field that rewards persistence and hard work.
Our job at RPPG is to work with the City to advance policies and seek funding to help address these and other challenges the City may face. With an established presence, proactive strategy, and a detail - oriented approach, RPPG can advance and consult on legislation of importance to address the challenges the City faces.
Coalition building is also vital. We will ensure your interests are represented by forming alliances with like-minded interest groups as needed, including other sanitation districts, special districts, local City of Beaumont/Proposal for State Lobbying Services
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governments, and important stakeholders. We also will utilize our close working relationships with a variety of local government organizations, business groups, and labor unions to help the City meet its legislative needs and further its interests.
Work Plan
While relationships are critical, politics is an environment that rewards tenacity and hard work. As we have seen in 2020 and beyond, policy proposals can move rapidly, often with little notice or transparency. The RPPG team's decades of experience provides a unique understanding of the political process. We stay in close contact with state lawmakers, Capitol consultants and legislative staff, are always watching for new amendments and monitoring the actions of other stakeholders, legislators, and administration officials —so we know what is coming before it surfaces publicly. Staying active, nimble, and persistent allows our team to successfully advocate for our client's interests during this trying time.
RPPG is a "boots -on -the -ground" lobbying firm. We spend significant time meeting with decision - makers, educating legislators about our client's needs and interests. We also have significant experience navigating the Appropriation and Budget process and making direct contact with key Legislators and their staff.
By maintaining regular contact with the City, staff will have real-time accounts of what is happening in Sacramento. We will ensure the City's interests are represented by forming coalitions with like-minded interest groups such as other local governments and stakeholders as needed. We also will utilize our close working relationships with a variety of business groups, environmental groups, and labor — both public employee and private sector unions — to help the City meet its legislative needs and further its interests.
FIRM PROFILE
Effective March 1, 2018, the well -established law firm Renne Sloan Holtzman Sakai LLP, Public Law Group (of 17 years) divided into two separate firms, one of which is Renne Public Law Group, LLP (RPLG). Specifically, as part of the firm's separation, RPLG was required to obtain a new federal tax ID number.
A division of Renne Public Law Group, RPPG is a full -service lobbying and political consulting practice that supports public agencies and companies whose interests align with public agencies. RPPG draws from the wisdom of respected former public officials, the knowledge of municipal policy experts and the tenacity of experienced legislative advocates to provide a uniquely tailored, wraparound service approach for our clients.
6 City of Beaumont/Proposal for State Lobbying Services
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FIRM ACCOMPLISHMENTS
CLIENT: City of Bakersfield
(Demonstrated Skills: Executive Branch Advocacy and Relationship Building) Strategic Relationship Building (2021-2022 Legislative Session): One key aspect to advocacy is to elevate the voice of your agency with those responsible for making laws and enforcing laws. In their first year represented by a legislative advocate, the City of Bakersfield took a very aggressive approach to building relationships and developing a presence in Sacramento. Over the past year and a half, RPPG scheduled and joined the Mayor and City Manager for direct meetings with:
• Senior Counselor to the Governor
• Governor's Deputy Cabinet Secretary for Finance
• Governor's Deputy Cabinet Secretary for Transportation, Housing and Homelessness • Governor's Director of External Affairs
• Governor's Infrastructure Advisor
• Governor's Office of Business and Economic Development • Attorney General
• Secretary of the Business, Consumer Services and Housing Agency • Secretary of Health and Human Services
• Secretary of the California Department of Corrections and Rehabilitation • Director of the Mental Health Services Oversight and Accountability Commission • Director of the High -Speed Rail Authority
• State Treasurer
• Deputy Director of the California Department of Transportation • Director of Local Assistance at the Department of Parks and Recreation Client: City of Carlsbad
(Demonstrated Skills: Developing Sponsored Legislation, Legislative and Executive Advocacy, and Coalition Building)
AB 1672 (Boerner) Lifeguards (2021-2022 Legislative Session): The City of Carlsbad was experiencing a shortage of lifeguards at their city operated swimming pools as it reopened to the public from the COVID-19 pandemic. Being a coastal community, they wanted to use beach lifeguards who are also city employees to fill in the vacancy at the recreational swimming pools. Unfortunately, they were unable to do so because in California, pool lifeguards must be certified through a training program managed by the American Red Cross or YMCA of the U.S.A., whereas ocean lifeguards can officially ascend their watch towers after undergoing United States Lifesaving Assn. training.
On behalf of the City of Carlsbad, RPPG sponsored Assemblymember Boerner Horvath's bill, AB 1672, which City of Beaumont/Proposal for State Lobbying Services
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would allow ocean lifeguards, who undergo highly rigorous training to work at public pools during off- seasons — a period when recreation agencies are often short of lifeguards. RPPG drafted the proposed legislation, working directly with the client to ensure that the language addressed their needs.
Furthermore, RPPG developed the talking points, fact sheet, and other support materials, and worked with the opposition to address concerns. The bill was signed by Governor Newsom on September 13, 2022 [Chapter 273, Statutes of 2022].
CLIENT: City of Corona
(Skills: Strategic Document Creation, Council Relations, Stopping Detrimental Legislation) AB 1778 (Garcia) and AB 2237 (Friedman) Transportation planning and funding (2021-2022 Legislative Session): In 2022, a number of bills sought to tie transportation funding to improved air quality and a reduction in vehicle miles traveled. On behalf of the City of Corona, working collaboratively with the Western Riverside Council of Governments, RPPG met with the City's local delegation and members and staff of the Senate Transportation Committee to educate lawmakers on the unintentional harm that would be done to communities should such bills pass. The traffic in and out of the City of Corona is ranked one of the worst commutes in the nation, as many residents must travel to Los Angeles or Orange County. Both bills were ultimately held in the Senate Transportation Committee and did not advance.
City Education and Legislative Delegation Meetings (2021-2022 Legislative Session): Providing opportunities to educate your lawmakers directly is a critical aspect of a successful legislative advocacy strategy. Part of the RPPG "wraparound" service approach involves working directly with City staff and the City Council to develop policy -specific messaging documents that enable the City to tell its story.
With respect to the City of Corona, our team conducted an extensive fact-finding meeting with the City's community development team and conducted a Council Study Session. RPPG then created a core messaging document on housing and the Regional Housing Needs Assessment process. That document became the foundation for our educational "tour" with the City's legislative delegation.
We arranged meetings directly with each legislator (via Zoom) and provided city -specific information regarding the overall sixth -cycle RHNA process and how legislation advancing this year would impact the City's ability to meet its allocations. That core messaging document was also used as a leave -behind document for the City's lawmakers to utilize as a reference, for further discussions and committee hearings.
Office Locations
Renne Public Law Group Renne Public Policy Group
350 Sansome Street, Floor 3 1127 11th Street, Suite 300 8 City of Beaumont/Proposal for State Lobbying Services
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San Francisco, CA 94104
PROPOSED TEAM
Sacramento, CA 95814
Contact: Sharon Gonsalves
(916) 849-5536 or
[email protected]
Services will be performed out of the
Sacramento office
Sharon Gonsalves — Director of Government Affairs
RPPG proposes that Sharon Gonsalves, a registered lobbyist with the State of California, serve as Project Manager for the City of Beaumont. In this capacity, Sharon will work in collaboration to represent the City in meetings with the State Legislature, state agencies, applicable boards and commissions, and the Governor's office. With assistance from RPPG legislative and advisory staff, Sharon will conduct legislative review, analysis, and technical expertise in all policy areas important to the City to provide full policy and political counsel.
As project lead, Sharon will ensure transparent communications and information sharing with the City and staff.
APPLICABLE EXPERIENCE: AT A GLANCE
• Over 15 years of Legislative Advocacy and Capitol Staff Experience • Strong Policy Background in Natural Resources, Water, Public Safety, Housing and Transportation
• Proven Track Record in Advising Clients in the Successful Procurement of Federal and State Grant Funding
• Proven Success in Navigating State Budget Process
• B.A. Communications Studies, CSU Monterey
More About Sharon:
Sharon has spent her career advocating for legislative and funding priorities of municipalities throughout California —bringing over fifteen years of state legislative and local government advocacy experience to the City's advocacy team. Specializing in the complex legislative process, Sharon has a proven track record of leveraging her strong relationships in the Capitol, Administration, and key government agencies to advance the goals of her clients. Sharon has expertise in the policy sectors of housing, transportation, local governance, and natural resources both as a former legislative staff member and as a local government lobbyist.
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Prior to joining RPPG, Sharon was a Senior Associate at Townsend Public Affairs representing a number of local public agency clients —specializing in those from severely disadvantaged regions of California. In that position, Sharon worked on behalf of her most disadvantaged clients to secure the passage of SB 200, the Safe and Affordable Drinking Water Fund (Monning, 2019) which requires the annual transfer of 5 percent of the Greenhouse Gas Reduction Fund (GGRF) into the Fund until June 30, 2030. She enhanced her clients efforts by working with congressional and Federal agency officials on behalf of the Merced County Association of Governments and the Fresno Council of Governments, advocating for increased infrastructure funding.
On behalf of the City of Turlock, Sharon lobbied the Administration, Legislature and state and federal agencies on the North Valley Regional Recycled Water Project (NVRRWP) and the Stanislaus Regional Water Authority (SRWA). Her efforts included coordinating multiple advocacy trips to meet with key members of the Administration's cabinet, members of both legislative houses, committee staff, and members of the water board to increase support and discuss funding opportunities. As a result, she was able to secure $4.3 Million from the Bureau of Reclamation for the NVRRWP and $30 million for SRWA through Proposition 68 in 2018.
She has been able to leverage her relationships within the California Legislature to secure California State Budget earmarks —providing local fire districts and police departments much needed funding for those communities. Sharon helped secure millions of dollars for critical infrastructure and public safety improvements including $500,000 for the East Contra Costa Fire Protection District (ECCFPD) to build a firefighting training facility.
Prior to her career as a lobbyist, Sharon spent nearly a decade working in both houses of the State Legislature and as a result has a unique understanding and experience in navigating the State's complex budget process. Having worked for multiple moderate legislators Sharon has a strong understanding of bi- partisan politics.
Sharon served as Legislative Director for State Senator Anthony Cannella (Senate District 12). Senator Cannella served as Vice Chair of the Senate Transportation and Housing Committee and the Natural Resources Committee. During Senator Cannella's tenure, Sharon was instrumental in negotiating on major statewide environmental and transportation issues important to the District, including Proposition 1, the water bond of 2014 and during her time as a legislative staffer, Sharon developed and maintained an extensive bi-partisan network of relationships with members of the California Legislature. Prior to the adoption of the Sustainable Ground Water Management Act (SGMA) in 2014, she successfully staffed Senator Cannella and defeated several punitive efforts to regulate groundwater.
Sharon has utilized the relationships she has built over the years in her work advocating for local governments. Under Governor Newsom's administration she works frequently with key policy advisors several agencies including the Natural Resources Agency, Governor's Office of Business and Economic 10 City of Beaumont/Proposal for State Lobbying Services
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Development and most recently Dr. Ghaly with the Department of Health and Human Services to discuss the continued homelessness problem throughout California.
Alyssa Silhi — Director of Government Affairs
Alyssa SiIhi, a registered lobbyist with the State of California, is proposed to serve as a legislative advocate and secondary contact for the City of Beaumont. In this capacity, Alyssa will work in collaboration with the Project Manager to represent the City in meetings with the State Legislature, state agencies, applicable boards and commissions, and the Governor's office. Alyssa will also review and track legislation, provide analysis, and leverage her close working relationships with legislative members, staff, policy consultants and agency officials to advance the City's legislative priorities.
APPLICABLE EXPERIENCE: AT A GLANCE
• Over 15 years of Governmental Affairs and Public Relations Experience • Former Legislative Representative, California Special Districts Association • Strong Policy Background in Local Government Issues
• Proven Relationship, Key Partnership, and Coalition Builder • Demonstrated Ability in Navigating the State Budget Process • B.A. in both English and Communications, UC Davis
More About Alyssa:
For over 15 years, Alyssa SiIhi has been advancing statewide policies for the public good, from healthcare and K-12 education to public health, public safety, and local government. She is a proven strategist with a reputation for balancing tenacity and effectiveness with strong ethics and skillful communication to get the job done. As an experienced Councilmember and special district Board member, Alyssa brings a unique understanding of the nuance of local agency operations to advocating for issues important to local government.
Prior to joining the Renne Public Policy Group, Alyssa was a Legislative Representative for the California Special District's Association (CSDA). In that capacity, she was the lead advocate and strategist on policy and fiscal proposals relating to the environment — including climate adaptation and resiliency, wildfire mitigation and preparedness, CEQA, water and wastewater, energy/utilities, transportation — as well as emergency response and disaster preparedness and relief, and public works and public contracting.
While there, she formed strong working relationships with key administrative appointees and staff within divisions of the California Natural Resources Agency (CNRA), State Water Resources Control Board (SWRCB), Governor's Office of Emergency Services (CaIOES), and the Governor's Office of Planning and Research (OPR) as well as within the Department of Finance (DOF), legislative budget committees, and key legislative offices.
On behalf of special districts, Alyssa worked closely with CSDA's federal policy liaison to create a nationwide coalition to lobby congress for access to COVID-19 relief funding. That effort led to federal L:ity of Beaumont/Proposal for State Lobbying Services
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language that specifically allowed states to share their funding with special districts. Alyssa used that federal authority to advocate for access to COVID-19 relief funding at the state level and spearheaded the effort that successfully obtained precedential direct state funding relief specifically for special districts impacted by COVID-19 response by securing a $100 million General Fund allocation backed by a bi-partisan and bicameral coalition of 46 legislators. She played a critical role within the local government coalition that secured $1 billion in COVID-19 funding for water and wastewater arrearages and just under $300 million in direct arrearage funding for publicly owned utilities.
After special districts were overlooked in initial Public Safety Planned Power Outage (PSPS) funding, Alyssa worked with CaIOES, DOF, and legislative budget leaders to secure $20 million in competitive grant funds through the state budget process for special districts with critical infrastructure to prepare for the consistent delivery of services during a PSPS event. Alyssa also successfully fought to protect the special district exemption in the Surplus Land Act, navigating strong legislative pressures and initial guidelines from the California Department of Housing and Community Development (HCD) that would have usurped their local authority.
While at CSDA, Alyssa worked hand in hand with her counterparts at the Association of California Water Agencies (ACWA), the California Association of Sanitation Agencies (CASA), and the California Municipal Utilities Association (CMUA) to advance priority legislation or stop bad bills on policies of import to water and wastewater agencies. She worked with a large coalition of partners and stakeholders to successfully:
• Stop AB 377 (Rivas) Water quality: impaired waters that would have required all of the state's waters to be swimmable, drinkable, and fishable by 2050 and would have effectively dismantled the current storm water permitting process in California, • Halt the premature adoption of new water conservation goals as outlined in AB 1434 (Friedman) Urban water use objectives: indoor residential water use until stakeholder feedback and concerns were given proper voice,
• Support CASA in passing AB 818 (Bloom) solid waste: premoistened nonwoven disposable wipes, requiring harmful pipe -clogging wipes to be labeled as non-flushable.
Most recently she coordinated with ACWA and CASA to initiate conversations with the Department of Industrial Relations (DIR) and State Legislature to begin to educate them on the ambiguity and potential impacts of the Kaanaana v. Barrett Business Services, Inc. Supreme Court ruling holding that belt sorting qualified as "public works" per Cal. Labor Code 1720, subd.(a)(2), reasoning the reference to special districts was different than the language relating to other agencies engaged in "public works" and calling upon the California Legislature to provide clarification for the intent behind the division in classification.
Alyssa's prior experience in governmental affairs includes working for several highly esteemed Sacramento contract lobbying and consulting firms and as policy staff for a prominent public health 12 City of Beaumont/Proposal for State Lobbying Services
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non-profit research and advocacy organization. In these positions, she worked on issues important to quality of life in communities, including K-12 education; public health policy with a direct nexus to nutrition, transportation, the built environment, and land use; public safety; small business issues and healthcare. She has wide-ranging experience advocating for policy change within the legislature, administration, and before state agencies and commissions, providing in depth analysis, navigating the budget process, leading statewide grassroots campaigns, building coalitions, interfacing with local electeds, as well as producing internal and external strategic communications for publication and advocacy purposes.
Dane Hutchings— Managing Director
RPPG proposes that Dane Hutchings, a registered lobbyist with the State of California, will serve as a member of the client service team for the City of Beaumont. In this capacity, Dane will assist to further the City's legislative focus and priorities. He will represent the City in meetings with the State Legislature, state agencies, applicable boards and commissions, and the Governor's office. Specific activities include but are not limited to, testifying on behalf of City in all applicable legislative policy committees, regulatory boards and commissions and working directly with the City's legislative delegation and Office of the Governor. Dane, with assistance from RPPG Policy and Strategic Advisors, will conduct legislative review, analysis, and technical expertise in all policy areas important to City to provide full policy and political counsel.
APPLICABLE EXPERIENCE: AT A GLANCE
• Over a Decade of Legislative Advocacy and Public Affairs Experience • Former Federal Policy Liaison, League of California Cities • Strong Board Relations Background
• Proven background in Coalition Building
• Strong Relationships with Key Legislative, Administrative and Executive Officials • B.A. Public Affairs, CSU Sacramento; M.A. Public Policy, New England College More About Dane:
For over a decade, Dane Hutchings has been advocating for the best interests of both public and private entities. He is a seasoned legislative advocate and political strategist with a keen understanding of the California political process and landscape. Dane brings a unique understanding of California local government operations, service delivery methods, and revenue sources.
Prior to leading the Renne Public Policy Group, Dane worked for the League of California Cities as a Legislative Representative and Federal Policy Liaison. He acted as the key strategist, advisor, and advocate on issues including labor relations policies, privacy and technology, governmental transparency, workers' compensation, and other issues related to local government operations. .3 City of Beaumont/Proposal for State Lobbying Services
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As the Federal Policy Liaison, Dane worked across multiple policy areas of importance to local government, including public safety, infrastructure, housing, and environmental policy. In conjunction with the National League of Cities, Dane advocated for increased funding for the State Community Development Block Grant (CBDG) funding and other federal programs local agencies rely upon. Dane regularly provided both written and verbal reports to the League's Board of Directors, Policy Committees, and Executive committees on state and federal policy. Upon his departure from the League of California Cities, Dane received a career achievement award for his "...leadership, dedication, and tenacity in advancing the quality of life for all California cities." Dane's direct experience in public affairs provides a distinctive approach on how an effective issue - based "inside -outside" communications/advocacy strategy can support legislative priorities by providing political cover for legislators as well as the Governor's office. Dane 'cut his teeth' working as an Account Executive and Government Relations Advocate at Ogilvy —a premier and influential multi- national public affairs and advocacy firm. Dane engaged in multiple issue -based campaigns specifically designed to support legislative strategies for both public and private sector clients.
During his time with Ogilvy, Dane was part of the legislative and communications team for the California High -Speed Rail Authority, spending two years working with Authority Board and executive team to advance the state's largest statewide infrastructure project.
Jake Whitaker — Director of Grant Services
RPPG proposes that Jake Whitaker will serve as Global Clean Energy's Project Manager. He will work with the organization's staff to identify funding needs, research applicable grant programs, provide timely updates on upcoming funding opportunities, and prepare and submit grant applications and project narratives on behalf of the organization. He will attend monthly meetings with staff to provide updates on grant -seeking activities. Jake will also work closely with RPPG's legislative staff to proactively track emerging funding opportunities in the California state budget and budget trailer bills.
APPLICABLE EXPERIENCE: AT A GLANCE
• Certificated grant writer with over $50,000,000 in funding secured and 42 successful proposals developed in partnership with municipal governments, county governments, institutions of higher education, and non -profits.
• Member of the Grant Professionals Association.
• 8 years of experience working in local government.
• 4 years of experience as a local government elected official. 14 City of Beaumont/Proposal for State Lobbying Services
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More About Jake
With a proven track record of bringing millions of state and federal dollars for local public agencies, Jake first discovered his passion for grant writing while assisting a colleague with an emergency shelter grant on a tight deadline. Jake's unique ability to tell the story of public agencies and non- profits resulted in several successful and highly competitive grant applications. These awards include a wide range of different project types: transportation infrastructure projects, water system improvement projects, economic development projects, public safety and victim service programs, urban greening projects, wildfire mitigation projects, higher education programs, and transitional housing and homeless service programs.
Jake initially developed his skills as a grant writer working for the Yolo County District Attorney's Office, giving him a strong background in criminal justice funding. He developed a specialization in obtaining funding for programs that provide alternatives to traditional prosecution using restorative justice, enhance services for victims of crime, and address the intersection of poverty, mental health, and addiction with the criminal justice system. After discovering his passion for grant writing, Jake accepted a position as a Project Manager with California Consulting to broaden his skillset and gain experience working with a variety of different types of clients. Jake joined RPPG's team to begin building a grant writing practice to augment the firm's service offerings, with the goal of providing a highly individualized, client -centric consulting practice.
Jake worked as a consultant with numerous municipal governments, ranging in size and demographics; from the City of Bakersfield, the 9th largest city in California, to the agrarian community of Greenfield with a population of '18,000 in the Salinas Valley, to the urban population center of the City of San Bernardino —and practically everything in between. As a member of California Consulting's team, Jake served as the primary point of contact between the firm and the EDA's regional California offices and prepared a comprehensive tutorial for the firm's grant writers on how to prepare applications for infrastructure funding through the Public Works and Economic Adjustment Assistance program. He prioritizes high quality service, collaboration, and effective communication in all his consulting work.
Jake served as a member of the Woodland Joint Unified School District's Board of Trustees. With four years of experience as a member of a public agency's governing board, coupled with his experience as a public agency staffer, Jake has the unique ability to support synergy between the governance team's goals and staff priorities to create a cohesive grant -seeking effort.
Jake has familiarity with submitting applications through grants.gov, JustGrants (Dept. of Justice), the FEMA GO Grants Portal, the System for Online Application Review (SOAR, used by CNRA), Submittable (used by OGALS), FastLane (used by NSF), My AmeriCorps, and various portal systems used commonly ,ity of Beaumont/Proposal for State Lobbying Services
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by philanthropic organizations. He has experience preparing SF -424s and other Federal forms, maintaining active registration status in SAM.gov, and applying the regulations outlined in 2 CFR Part 170 (commonly referred to as the OMB "Super Circular").
RPPG Strategic Advisors
With more than 2,000 pieces of legislation introduced by the California Legislature each year, it is critical our clients have a complete understanding of the potential impacts these measures may have on their agencies. Our Advisors are a team of municipal policy experts, seasoned legislative advocates and former high-ranking local agency staff that will provide a holistic policy and political perspective to best position the City for success.
Specific Roles and Responsibilities: Advisors and Support Dan Carrigg—Senior Advisor: Policy and Legislative Strategy RPPG proposes that former League of California Cities, Deputy Executive and Legislative Director Dan Carrigg, act as the City of Beaumont's Policy and Legislative Advisor. Under the direction of the Project Manager, Dan will analyze, and draft legislation as well advise the City on strategies for engagement. Dan's distinguished career and relationships with Administrative agencies, policy committee chairs, and consultants will be leveraged to complement the City's advocacy strategy.
APPLICABLE EXPERIENCE: AT A GLANCE
• 30 years of Legislative Advocacy Experience
• 25 years Specifically Advocating for Local Government • Strong Relationships with Agency Officials and Policy Committee Members • Seasoned Legislative Advocate and Expert in California's Legislative, Political, and Budget Process
More About Dan:
Dan Carrigg is a political consultant and thought leader in California public policy directly impacting local government. With extensive experience in legislative analysis, strategy, and advocacy, and an excellent reputation for hard work, Dan spent nearly 25 years with the League of California Cities — beginning as the League's housing and land use lobbyist, then holding increasingly responsible advocacy roles including both Legislative Director and Deputy Executive Director of this prominent statewide local government organization. Until retiring from the League in October of 2019, Dan supervised the League's legislative and public affairs program, developed policy, managed the League's legislative and public affairs teams, drafted and reviewed legislation, reviewed and analyzed ballot measures, and testified before the Legislature.
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Dan offers RPPG clients a deep policy background and strong political acumen on state housing policy, including understanding the Regional Housing Needs Assessment (RHNA) process, issues affecting transit -oriented development, tax increment financing, SB 375, Cap and Trade and other policies. Dan is also familiar with CEQA, and the political challenges associated with past streamlining efforts, and has a practical understanding of public contracting and construction projects. Prior to taking on the role as the League's housing and land use lobbyist, Dan worked as a senior consultant for the California State Assembly Housing and Community Development Committee from 1991-1996.
Throughout his career, Dan has worked on many high -profile issues, including representing the League as part of the transportation coalition to pass SB 1. In the past, Dan led the League's successful negotiations on the Lowenthal/Mullin RHNA reform measures of 2004, that resulted in reduced controversy over this process for over a decade. He was directly engaged in the effort to protect local property tax, sales tax and (Vehicle Licensing Fee) VLF funding via the VLF -property tax swap with the passage of Proposition 1A of 2004. Later, he advocated to secure revenue for local governments in Prop 1B, the 2006 transportation bond, and defeat a legislative effort to take nearly $1 billion in city and county road maintenance funds. He also worked to preserve local authority during the legislative wrangling leading to the enactment and implementation of SB 375 of 2008, which coordinates transportation and land use planning.
More recently, in 2019, Dan worked closely with the Newsom Administration to draft critical elements, including the Local Government Planning Support Grants Program, that offers funding assistance for regions to assist with local housing planning and was incorporated into AB 101, a 2019 housing budget trailer bill.
Prior to his work with the League, Dan drew on his background in construction to represent the Department of General Services and the Division of the State Architect on state real estate, construction, and public contracting from 1996-1998, including working to enact design -build contracting authority for state office projects. His career began with a fellowship on the Assembly Desk during the term of former Assembly Speaker Willie Brown.
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Organization Chart
Alyssa Silhi
Director of
Government Affairs
REFERENCES
Sharon Gonsalves
Director of
Government Affairs
Pro'ect Manager
Dane Hutchings
Managing Director
CLIENT: City of Carlsbad
Jason Haber, Intergovernmental Affairs Manager
(760) 434-2958, [email protected]
1200 Carlsbad Village Drive.
Carlsbad, CA 92008
CLIENT: City of Rancho Cucamonga
Michael Parmer, Assistant to the City Manager
(909) 774-2006, [email protected]
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
11 Jake Whitaker
Director of Grant
Services
CLIENT: City of Bakersfield
Primary Contact: Anthony Valdez, Assistant to the City Manager (661) 326-3029, [email protected]
1600 Truxtun Avenue
Bakersfield, CA 93301
d City of Beaumont/Proposal for State Lobbying Services Dan Carrigg
Senior Policy Advisor
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SCOPE OF SERVICES
Our job at RPPG is to work with the City to advance policies and seek funding to help address these and other challenges the City may face. With an established presence, proactive strategy, and a detailed - oriented approach, RPPG can advance legislation of importance to address the challenges the City faces. Below is an enumerated list of the project scope. • Legislative Review, Tracking and Advocacy: Track, review and analyze any introduced and amended legislation and regulatory proposals. Advocate on legislation, regulatory proposals of interest and any state budget issues impacting the organization. We consult and develop strategic documents, draft policy position, regulatory and budgetary letters, customized priority legislative tracking matrix, budget analysis, and background papers to ensure the City is informed, and its voice is heard by policymakers and stakeholders. • Federal Monitoring, Review and Letter Writing: While RPPG is not a registered federal advocacy firm, we keep close contact with our clients' federal representatives, provide client specific analysis on major federal legislative packages and will draft letters as requested by the City on legislation, CIP requests and other items to ensure that the City is apprised on important federal actions that impact the City.
• Participate and Advise in Annual Legislative Strategic Planning: RPPG understands the importance that establishing a proactive strategy plays in our client's overall success. RPPG will work with the City to help develop the organization's annual and multi -year legislative strategic plan through a series of "Deep Dive" meetings with the staff, executives and the board to better understand the unique needs of the City. • Explore Potential Funding Opportunities, General Fund: The Newsom Administration has prioritized increased wildfire preparedness, affordable housing, transportation/ infrastructure rehabilitation and other capital improvement projects. Identifying and effectively advocating for appropriate grant funding provides a tangible return on investment from working with a Sacramento legislative advocacy firm. For the 2022-23 budget development cycle, Governor Newsom is focusing on one-time investments with a historic budget surplus that address five core policy areas: fighting the COVID-19 pandemic, combating the climate crisis, confronting homelessness, addressing the cost of living, and keeping our streets safe. • Representation: Represent the City at policy -related meetings, conferences, events, regulatory proceedings, legislative hearings, and other appropriate venues to deliver comments, testimony, and provide the City with a consistent presence in Sacramento. RPPG representatives already attend all League legislative briefings and work closely with League lobbyists and staff.
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• Frequent Communication: At RPPG, we want to make sure our clients are fully informed. We provide comprehensive written updates frequently, along with more in-depth write ups during each major milestone throughout the legislative year (e.g., every budget milestone, bill introduction deadline, house of origin, summer recess, end of session recap) and supplement those with a bi-weekly check -in with the City's staff via Zoom. During these meetings we review legislation and brief our clients on the latest issues and developments. RPPG representatives are also available, when needed, to brief the City's staff or board on emerging issues, current legislation, or enacted policies.
• Relationship Building: RPPG will build off the City's strong reputation and will continue to foster relationships with legislators and administration officials. Our firm will make meeting recommendations, schedule arrangements, and strategize on messaging in advance. This approach ensures that we have laid the groundwork for your bill proposals year over year. • Education Tour: Using the City's legislative priorities, RPPG is prepared to conduct an education tour in the Capitol to drive awareness on the issues that matter to you most. This will ensure that the appropriate communication channels with legislative staff and legislators remain open throughout the 2022-2023 legislative session and beyond. • Targeted Engagement with Statewide Local Government Association and Local Agency Partners: Our proven working relationship with the League of California Cities, California Contract Cities Association, California Association for Local Economic Development, California State Association of Counties, California Special District's Association, the California Fire and Police Chiefs' associations, Association of California Water Agencies and other statewide local government advocacy organizations will ensure that RPPG can communicate the City's policy positions —and when appropriate, work in a blended strategy to achieve success. • FPPC: File all required forms on behalf of the City, including but not limited to forms 602 (annual lobbying Firm Activity Authorization) and 635 (Report of Lobbyist Employer) RPPG has the expertise and capacity to provide a detailed level of service in support of Beaumont legislative and regulatory advocacy program.
PROJECT SCHEDULE
Date
Action
Deliverable/Goal
Upon
Contract
Collaborate with the City's staff to develop an annual legislative advocacy plan to guide our efforts for the remainder of the Advocacy plan
Develop target list of key
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award —
December
2023
legislative session, using as an initial base the City's Legislative Platform.
Foster new and established relationships with Legislators and key Administration officials shortly after contract commencement. Our firm will make recommendations for meetings, schedule
arrangements, and strategize on the messaging in advance.
Develop an advocacy strategy that identifies legislative champions and key stakeholders, including coordination with other municipalities and organizations with similar legislative objectives. policy committee staff, the
executive branch, and
other key elected officials
for engagement.
Upon
Contract
award —
December
2023
Develop a clear communication plan, including a regularly scheduled conference call, along with written reports.
Meet with staff, executive, board to establish the City's legislative priorities.
Devise a matrix for timely reporting of bills relevant to the City.
Legislative Tracking Matrix
Upon
Contract
award
December
2023
Develop ideas for sponsored bills and shop for authors to carry legislation on behalf of the City.
Collaborate with the City to modify annual legislative advocacy plan to reflect changing priorities. This will guide our efforts during the legislative season, focusing on key issues of importance to the City.
2024 Advocacy Plan
Sponsored Legislation
(2024)
November
—January
2024
Identify and secure authors for sponsored legislation.
Meet with policy and fiscal committee staff and/or Administration or Executive Branch staff to build an understanding and support for sponsored legislation.
Review Governor's January Budget Proposal and identify possible funding opportunities for the City.
Build a coalition for
sponsored bills
Draft fact sheets,
background materials,
talking points, and other
materials as needed
The City's specific detailed
budget analysis.
January—
December
2024
Meet with potential opposition to understand and mitigate potential concerns about bills relevant to the City.
Draft letters of support, opposition, and/or amendments to address our concerns.
Track and analyze proposed new laws and regulations; and provide general advocacy on legislation and regulations important to the City. This includes proactive information -gathering that Develop recommended
positions on legislation and
state budget proposals
Usher sponsored bills
successfully through
legislative process
Produce regular legislative
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22 City of Beaumont/Proposal for State Lobbying Services
keeps the City up to date on relevant state agency/department regulations and administrative policies.
Monitor budget process for potential positive/negative impacts.
Engage when needed.
Testify in policy committees on bills for which the City has an active position, or recruit and prepare the City’s personnel to testify where appropriate.
Draft end of session report providing progress on legislative activities, results on targeted legislation.
reports
Negotiate with authors
and sponsors to resolve
concerns or stop bills
where resolution is not
possible
Bill position letters and
televised testimony
Annual Report
CONFLICTS PROCESS
Depending on a specific issue, cities will be adverse to counties, special districts or even amongst themselves. While this is something that every Sacramento-based firm must navigate, at RPPG we pride ourselves on finding ways to balance the interest of our client regardless of the issue. Should there become a time where one client takes a formal position on legislation that may conflict with another client(s) adopted position, we evaluate the nature of the conflict with each client and, if appropriate, our firm is prepared to run any conflict through the following process.
Clear and Timely Communication of the Actual or Perceived Conflict: As soon as we are aware of the potential conflict, we immediately inform client or clients.
Issue(s) Separated and Assigned to Separate Advocates: The issue or issues in question are assigned to a single RPPG lobbyist and dedicated support team.
Ethical Wall Formed: All communication with respect to legislative activity, strategy or any active direct or indirect advocacy efforts on the matter at hand are immediately “walled off” from one another until such time that the matter has resolved.
In the event that after this process has been enacted and the City is not satisfied, our firm would be open to exploring other options that may provide the City with more assurance including potentially identifying and retaining a suitable subcontractor on a short-term basis specific to the singular issue at no additional cost to the City until such time that the matter is resolved. ***End of RFP Response***
California Levine Act Statement
California Government Code Sec�on 84308, commonly referred to as the "Levine Act," prohibits any Beaumont City Council Member from par�cipa�ng in any ac�on related to a contract or applica�on if he or she receives any poli�cal contribu�ons totaling more than $250 within the previous twelve months, and for three months following the date a final decision from the business or applicant.
The Levine Act also requires a member of the Beaumont City Council who has received such a contribu�on to disclose the contribu�on on the record of the proceeding.
Current Beaumont City Council Members are listed at:
htps:// www.beaumontca.gov/29/City-Council
Proposers are responsible for accessing this link to review the names prior to answering the following ques�ons.
1. Have you or your company, or any agent on behalf of you or your company, made any poli�cal contribu�ons of more than $250 to any Beaumont City Council Member in the 12 months preceding the date of the submission of your proposal or applica�on, or the an�cipated date of any Council ac�on?
___ YES If yes, please iden�fy the Council Member(s):
___ NO
2. Do you or your company, or any agency on behalf of you or your company, an�cipate or plan to make any poli�cal contribu�on of more than $250 to any Beaumont City Council Member in the 12 months following any Council ac�on related to your proposal or applica�on? ___ YES If yes, please iden�fy the Council Member(s):
___ NO
Answering yes to either of the two ques�ons above does not preclude the Beaumont City Council from awarding a contract or approving an applica�on or any subsequent ac�on. It does however, preclude the iden�fied Council Member(s) from par�cipa�ng in any ac�ons related to your proposal or applica�on.
_________________ _____________________________
Date Signature of authorized individual
_____________________________
Company/Applicant Name
City of Beaumont | 550 E. 6th Street, Beaumont, CA 92223 | (951) 769-8520 | BeaumontCA.gov 08/24/2023
Jonathan V. Holtzman, Renne Public Law Group
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