CITY COUNCIL
AGENDA
Regular Meeting
Wednesday, March 27, 2024
5:30 PM
City Council Chambers
68-700 Avenida Lalo Guerrero
Cathedral City, CA 92234
MAYOR
Mark Carnevale
CITY COUNCIL MEMBERS
Mayor Pro Tem
Nancy Ross
Councilmember
Raymond Gregory
Councilmember
Ernesto Gutierrez
Councilmember
Rita Lamb
• CALL TO ORDER
• PLEDGE OF ALLEGIANCE
• INVOCATION (MOMENT OF REFLECTION)
• ROLL CALL
• AGENDA FINALIZATION
At this time the City Council may announce any items being pulled from the agenda or continued to another date.
1. PUBLIC COMMENT
This is the opportunity for members of the public to comment on any items not appearing on the regular agenda. Because of restrictions contained in California Law, the City Council may not discuss or act on any item not on the agenda but may briefly respond to statements made or ask a question for clarification. The Mayor may also request a brief response from staff to questions raised during public comment or may request a matter be agendized for a future meeting. Public Comment will be limited to three (3) minutes.
Cathedral City P a g e 2
2. COUNCIL REPORTS
This is an opportunity for each member of the City Council to report on any conferences they attend, local events or make any other comments they may have.
3. CONSENT AGENDA
The following Consent Calendar items are expected to be routine and noncontroversial. They will be acted upon by the City Council at one time without discussion. Any Council Member, Staff Member, or Citizen may request removal of an item from the Consent Calendar for discussion.
A. Waive Full Reading of Ordinances on Agenda
B. Minutes Approval
1. City Council - Study Session - Mar 13, 2024 3:00 PM
2. City Council - Regular Meeting - Mar 13, 2024 5:30 PM C. Notice of Completion for ATP Cycle 5: East Palm Canyon Bike Lanes Project (C08504)
Recommendation: To accept and approve the Active Transportation Program (ATP) Cycle 5 - East Palm Canyon Drive Bike Lanes Project (C08504) as completed; and, authorize the City Manager to execute and file a notice of completion with the Riverside County Recorder’s Office; and, authorize the release of retention funds to Chrisp Company upon expiration of the notice of completion.
D. 2023 Housing Element Annual Progress Report
Recommendation: To receive the 2023 Housing Element Annual Progress Report and authorize its transmittal to the California
Department of Housing and Community Development (HCD)
and the California Governor's Office of Planning and
Research (OPR).
E. Zoning Ordinance Amendment 23-002 - Amend the Zoning Ordinance to add Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits
Recommendation: To provide second reading by title only, and adopt an ordinance adding Chapter 9.116 Two-Unit Residential
Developments and Urban Lot Splits to Title 9 of the
Cathedral City Municipal Code.
F. Tract No. 37124: in Rio Vista Village: Approval of Termination, Release and Assumption (TRA) Agreement with NCP Verano, LLC and Avante 58, LLC; and Approval of New Subdivision Improvement Agreement for Completion of Improvements in Tract 37124 with Avante 58, LLC.
Recommendation: To approve a transfer, release and assumption agreement (TRA) with NCP Verano, LLC and Avante 58, LLC, for Tract Cathedral City P a g e 3
37124; and, approve a subdivision improvement agreement with Avante 58, LLC, for the completion of improvements in Tract 37124; and, authorize the execution of all the above agreements by the City Manager and the City Clerk on
behalf of the city.
G. Award Professional Services Agreement to Z&K Consultants for HSIP Cycle 9A Project: Traffic Signal Improvements at 12 Intersections Recommendation: To award a professional services agreement to Z&K Consultants, in the amount of $209,124 for professional construction engineering support services for the Highway Safety Improvement Program (HSIP) Cycle 9A Project:
Traffic Signal Improvements at 12 Intersections and approve a ten percent (10%) contingency in the amount of $20,912 for any unforeseeable construction costs, thereby, bringing the total construction budget for this Project to $230,036; and, authorize a budget allocation in the amount of $64,336 from Measure A Funds; and, authorize the City Manager to execute the required contract documents; and, authorize the City Engineer to request insurance policies and issue the Notice to Proceed.
4. ITEMS PULLED FROM CONSENT
5. PUBLIC HEARINGS
6. LEGISLATIVE ACTIONS
A. Appointments to the Finance Advisory Committee
Recommendation: To consider appointing three individuals to the Finance Advisory Committee with terms expiring on June 30, 2026 and June 30, 2027, based on the interviews conducted
during the Study Session Meeting of March 27, 2024.
B. Joint Use Agreement with the Palm Springs Unified School District and Desert Recreation District for Operation of the Cathedral City High School Swimming Pool for Public Use During the 2024 Summer Months Recommendation: Staff recommends that the City Council approve the agreement and authorize the City Manager to execute all necessary documents.
C. Contract with Petrochem Materials Innovation, LLC for Fiscal Year 2023- 24 Rubberized Emulsion Aggregate Slurry (REAS) Projects Recommendation: To approve a contract with Petrochem Materials Innovation, LLC. for $1,114,598.46 to supply and apply Rubber
Emulsion Aggregate Slurry (REAS) on Panorama
Neighborhood streets (C08681), Sunny Lane Neighborhood
streets (C08682), and Victoria Drive Neighborhood streets (C08683), including traffic control, crack seal and striping Cathedral City P a g e 4
replacement; and, approve a fifteen percent (15%)
contingency in the amount of $167,189.54 for unforeseeable construction costs, making the total encumbrance
$1,281,788.00; and, authorize the City Manager to execute the required contract documents; and, authorize the City Engineer to request bonds and insurance for the project, and issue the notice to proceed.
D. Award Contract to LCR Earthwork & Engineering Corp. for the Cove Crack Repairs Project (C08675)
Recommendation: To award a construction contract to LCR Earthwork & Engineering Corp., in the amount of $893,803.35 for the Cove Crack Repairs Project (C08675) and approve a twelve percent (12%) contingency in the amount of $106,196.65 for any unforeseeable construction costs; thereby, bringing the total construction budget for this Project to $1,000,000.00 to be funded with available Assessment District (AD) 2004-02 funds; and, authorize the City Manager to execute the
required contract documents; and, authorize the City
Engineer to request bonds and insurance for the Project and issue the Notice to Proceed.
E. Amendment to Master Schedule of User and Regulatory Fees - Code Compliance Shopping Cart Impoundment
Recommendation: Staff recommends the City Council approve a resolution amending the fee schedule to add a fee for the
impoundment of an abandoned shopping cart.
F. Adopt Credit Card and Electronic Check Transaction Processing Fees Recommendation: To adopt a Resolution Establishing a Credit Card Transaction Processing Fee and an Electronic (e-check) Fee G. Contract to Perform the Annual Comprehensive Financial Report (ACFR) Audit Activities
Recommendation: To authorize the City Manager to enter into an agreement with Lance, Soll & Lunghard, LLP to perform the annual
financial audit activities for the next three (3) fiscal years with the option to extend up to three (3) additional fiscal years.
7. DISCUSSION ON FUTURE AGENDA ITEMS
This is an opportunity for members of the City Council to request that, and for the City Council to discuss whether, one or more items should be added to the agenda of a future regular or special City Council meeting. To comply with the Brown Act, discussion should be limited to whether to add the item(s), and direction given to the City Manager regarding scheduling and prioritization of the item(s).
8. CLOSED SESSION
ADJOURN
Cathedral City P a g e 5
NOTES TO THE PUBLIC:
The City of Cathedral City complies with the Americans with Disabilities Act of 1990. If you require special assistance to participate in this meeting, please call the City Clerk’s Office at (760) 770-0322 at least 48 hours prior to the meeting.
If you desire to address the City Council during the meeting, please complete a Request to Speak Form available at the entrance and present it to the City Clerk. Speakers will be called upon at the appropriate time.
Any documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection in the City Clerk’s office at City Hall located at 68 -700 Avenida Lalo Guerrero during normal business hours. In addition, such documents will be posted on the City’s website at www.cathedralcity.gov.
CITY COUNCIL
MINUTES
Study Session
Wednesday, March 13, 2024
3:00 PM
City Council Chambers
68-700 Avenida Lalo Guerrero
Cathedral City, CA 92234
• CALL TO ORDER
The meeting was called to order at 3:00 PM by Mayor Mark Carnevale. • ROLL CALL
Attendee Name Title Status Arrived
Mark Carnevale Mayor Present 3:00 PM
Nancy Ross Mayor Pro Tem Present 3:00 PM
Raymond Gregory Councilmember Present 3:00 PM
Ernesto Gutierrez Councilmember Present 3:00 PM
Rita Lamb Councilmember Present 3:00 PM
• AGENDA FINALIZATION
There were no changes to the agenda.
1. PUBLIC COMMENT
Bob McKechnie, Cathedral City Peace Initiative, discussed their vision statement.
He stated that Ryan Hunt, Communications and Events Manager, and Jon Enos, Cathedral City Police Commander, have been very helpful.
Karen Riley, S.C.R.A.P. Gallery, discussed her partnership with the Cathedral City Peace Initiative.
2. CLOSED SESSION
City Attorney Eric Vail announced that the City Council will meet in Closed Session to discuss the following items listed on the agenda.
A. Conference with Labor Negotiator Pursuant to Government Code Section 54956.6
Agency Negotiator: Charles McClendon, City Manager
Represented Employees: Non-represented Employees
3.B.1
Packet Pg. 6
Minutes Acceptance: Minutes of Mar 13, 2024 3:00 PM (Minutes Approval) Cathedral City P a g e 2 Printed on 3/21/2024
B. Discussion with Labor Negotiator Pursuant to Government Code 54956.6 Unrepresented Employee: City Manager
The City Council recessed to Closed Session at 3:08 p.m.
The City Council reconvened at 3:53 p.m.
City Attorney Eric Vail announced the City Council met in Closed Session to discuss item 2A. Conference with Labor Negotiator for Non -represented Employees, and item 2B. Conference with Labor Negotiator for City Manager.
There was no reportable action taken.
3. STUDY SESSION
A. Follow Up Discussion on Public Art Funding
Recommendation: This item is for information and discussion only.
Anne Ambrose, Assistant City Manager, provided an overview of staff's recommendation related to public art funding. The following points were presented:
• Background
• City Council's Previous Discussion and Direction
o Establishing a Grants Program
o Establishing a Budget for the Public Arts Commission
• New Proposed Budget
The City Council provided their feedback and asked clarifying questions, which were responded to by staff. The Council expressed their support of the following proposed budget:
• $20,000 for a Public Arts Grant Program
• $10,000 for a Public Art Commission budget
• $30,000 for maintenance of the City’s public art collection
The City Council also expressed their desire that the Grant Program be used for the expression of art and programming , which will be available to the public here in Cathedral City. They indicated that when defining the program, the language should mirror the restrictions for the use of funds as outlined in the Municipal Code. This item was for information and direction only, there was no formal action taken by the City Council.
B. Gregory S. Pettis Fountain of Life - Fencing
Recommendation: This item is presented for information, discussion and direction only.
Kevin Biersack, Director of Financial Services, provided an update on the Gregory S. Pettis Fountain of Life fencing project and provided options for the City Council to consider.
After discussion, it was the consensus of the City Council to direct staff to move
3.B.1
Packet Pg. 7
Minutes Acceptance: Minutes of Mar 13, 2024 3:00 PM (Minutes Approval) Cathedral City P a g e 3 Printed on 3/21/2024
forward with the following:
• Install a fence at a height of 42 inches
• Paint the fence to match the existing green railing on the building of City Hall
• Mix the surrounding concrete with Earth Yellow
They also directed staff to have the Public Arts Commission review colors and possible art installations on the fencing at a later date.
C. Discussion of Council Meeting Schedule
Recommendation: This item is presented for information, discussion and direction only.
City Manager Charles McClendon stated that the City Council has traditionally vacated at least one meeting during the summer months in order to provide a summer break. He provided several options to consider and to help facilitate discussion. After discussion, it was the consensus of the City Council to vacate the following City Council Meetings:
• June 12, 2024
• July 10, 2024
• August 28, 2024
ADJOURN
Mayor Carnevale adjourned the Study Session meeting at 5:04 p.m.
Mayor, City of Cathedral City City Clerk, City of Cathedral City
3.B.1
Packet Pg. 8
Minutes Acceptance: Minutes of Mar 13, 2024 3:00 PM (Minutes Approval)
CITY COUNCIL
MINUTES
Regular Meeting
Wednesday, March 13, 2024
5:30 PM
City Council Chambers
68-700 Avenida Lalo Guerrero
Cathedral City, CA 92234
• CALL TO ORDER
The meeting was called to order at 5:30 PM by Mayor Mark Carnevale. • PLEDGE OF ALLEGIANCE
Councilmember Ernesto Gutierrez led the Pledge of Allegiance. • INVOCATION (MOMENT OF REFLECTION)
Councilmember Rita Lamb offered a moment of silence in observance of those who died in the Elks Lodge building fire, followed by an Invocation. • ROLL CALL
Attendee Name Title Status Arrived
Mark Carnevale Mayor Present 5:00 PM
Nancy Ross Mayor Pro Tem Present 5:00 PM
Raymond Gregory Councilmember Absent 5:00 PM
Ernesto Gutierrez Councilmember Present 5:00 PM
Rita Lamb Councilmember Present 5:00 PM
• AGENDA FINALIZATION
There were no changes to the agenda.
1. PUBLIC COMMENT
Yasmine Espinoza, Tramview Mobile Home Park Resident, expressed her concern with a water issue at her mobile home park.
Mark Bachelder, Tramview Mobile Home Park Resident, expressed his concern with a water issue at his mobile home park. He presented a copy of a letter he received from the Department of Housing and Community Development for the Council's review.
3.B.2
Packet Pg. 9
Minutes Acceptance: Minutes of Mar 13, 2024 5:30 PM (Minutes Approval) Cathedral City P a g e 2 Printed on 3/21/2024
Tony Sanfrantello, Tramview Mobile Home Park Resident, expressed his concern with multiple health and safety issues at his mobile home park.
Jens Mueller, Cathedral City Resident, stated that he expects more from the City related to code violations and citations. He discussed the City of Rancho Mirage and their citation process. He would like to see the City come up with a better solution.
Martha Vistica, Cathedral City Resident, discussed two issues the City is having related to noise. She would like the City to use a drone to mitigate the issues.
Thomas Moen, Desert Hot Springs Resident, expressed his concern with the condition of Varner Road. He feels promises were made and nothing has happened on Varner Road or in the surrounding area. He urged the Council to do something.
Dolly Moen, Desert Hot Springs Resident, expressed her concern with the condition of Varner Road and she discussed her experience with a flat tire.
2. COUNCIL REPORTS
Councilmember Rita Lamb reported on the following:
• She expressed how fortunate the City is to have great staff, who responded to the fire at the Elks Lodge building
• She announced that Cathedral City High School was named as a 2024 California Distinguished School
• Her attendance at the College of the Desert's State of the College Event • She stated that the Yoga program in the Amphitheater is great, and she thanked the Communications Department
• Her meeting with a cannabis industry representative
• She read an article from Desert Magazine, which recognized Cathedral City
Councilmember Ernesto Gutierrez reported on the following:
• His participation in the Cathedral City Boys and Girls Club Golf Tournament Fundraiser
• His attendance at the LGBT Days Events
• His attendance at the Tastes and Sounds of Cathedral City • His meeting with City Manager McClendon and Assistant City Manager Ambrose to discuss the agenda and other issues within the City • The phone calls he received from residents related to illegal food vendors and other code violations
Mayor Pro Tem Nancy Ross reported on the following:
• Her recent trip to Mexico with her Spouse
• Her attendance at the Tastes and Sounds of Cathedral City • Her meeting with Assembly Member Greg Wallis regarding Varner Road • The upcoming Senior Scam Awareness Seminar at the Senior Center • The repainting of the Rainbow Crossing
3.B.2
Packet Pg. 10
Minutes Acceptance: Minutes of Mar 13, 2024 5:30 PM (Minutes Approval) Cathedral City P a g e 3 Printed on 3/21/2024
• She announced that it is Women's History Month
• Her attendance at the LGBT Days Events
• Her attendance at Date Palm Country Club's Citizens on Patrol Pancake Breakfast
• Her attendance at the Mosquito and Vector Control Board Meeting • Her attendance at the SunLine Transit Agency Board Meeting • Her attendance at the Coachella Valley Association of Governments Energy and Sustainability Meeting
• Her attendance at the College of the Desert State of the College Event • The upcoming Emergency Preparedness Event at the Date Palm Country Club
• The upcoming Boys and Girls Club's Annual Meatball Festival • Her meeting with the Salvation Army to discuss their Annual Veteran's Event • Her meetings with various builders and communities
• Her attendance at the upcoming picnic at the Montage Community
Mayor Mark Carnevale reported on the following:
• His attendance at College of the Desert's State of the College Event • His attendance at Date Palm Country Club's Citizens on Patrol Pancake Breakfast
• His attendance at the upcoming State of the County Fourth District Event • The fire at the Elks Lodge building, and he thanked the first responders for doing an excellent job
• His attendance at the LGBT Days Events
• The upcoming St. Patrick's Day, and planned DUI stops • The upcoming Butterfly Festival at Panorama Park
3. CONSENT AGENDA
A motion was made by Mayor Pro Tem Ross and seconded by Councilmember Lamb to approve the following Consent Agenda items:
RESULT: APPROVED [UNANIMOUS]
MOVER: Nancy Ross, Mayor Pro Tem
SECONDER: Rita Lamb, Councilmember
AYES: Mark Carnevale, Nancy Ross, Ernesto Gutierrez, Rita Lamb ABSENT: Raymond Gregory
A. Waive Full Reading of Ordinances on Agenda
M.O. 2024-37
B. Minutes Approval
M.O. 2024-38
1. City Council - Study Session - Feb 28, 2024 3:00 PM
2. City Council - Regular Meeting - Feb 28, 2024 5:30 PM
3.B.2
Packet Pg. 11
Minutes Acceptance: Minutes of Mar 13, 2024 5:30 PM (Minutes Approval) Cathedral City P a g e 4 Printed on 3/21/2024
C. Receive and File Payment of Claims and Demands for February 2024 Recommendation: The City Council acting in its capacity for the City, the Successor Agency to the former Redevelopment Agency,
the Housing Successor Agency and the Cathedral City
Public Finance Authority Board receive and file payment of claims and demands in the aggregate sum of $9,657,863.92 for the month of February 2024.
M.O. 2024-39
D. Budget Amendment for Public Education Consulting Services Recommendation: To authorize a budget amendment in the amount of $29,250 in FY 23-24 and $29,250 in FY 24-25 to cover the cost of a contract to provide public education consulting services.
M.O. 2024-40
4. ITEMS PULLED FROM CONSENT
5. PUBLIC HEARINGS
A. Zoning Ordinance Amendment 23-002 - Amend the Zoning Ordinance to add Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits
Recommendation: To introduce an ordinance adding Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits to Title 9 of the Cathedral City Municipal Code, provide first reading by title only and waive further reading.
Sandra Molina, Deputy Director of Development Services, provided a presentation on proposed Zoning Ordinance Amendment 23 -002, which would add Chapter 9.116 Two -Unit Residential Development and Urban Lot Splits to the Cathedral City Municipal Code.
The City Council asked clarifying questions, which were responded to by staff and the City Attorney.
City Attorney Eric Vail discussed the requirements of the City, by law, related to Senate Bill 9.
Mayor Mark Carnevale opened the Public Hearing to receive public comments, seeing none, he closed the Public Hearing and returned discussion to the City Council.
M.O. 2024-41
A motion was made by Councilmember Lamb and seconded by Mayor Pro Tem Ross to introduce an Ordinance, by title only and wave further reading, adding Chapter 9.116, two-unit residential developments and urban lot splits to Title 9 of the Cathedral City Municipal Code.
3.B.2
Packet Pg. 12
Minutes Acceptance: Minutes of Mar 13, 2024 5:30 PM (Minutes Approval) Cathedral City P a g e 5 Printed on 3/21/2024
RESULT: APPROVED [UNANIMOUS]
MOVER: Rita Lamb, Councilmember
SECONDER: Nancy Ross, Mayor Pro Tem
AYES: Mark Carnevale, Nancy Ross, Ernesto Gutierrez, Rita Lamb ABSENT: Raymond Gregory
6. LEGISLATIVE ACTIONS
A. FY 2024/2025 Community Assistance Grant Review, Appointing an Ad- Hoc Subcommittee
Recommendation: Staff recommends the City Council appoint an Ad Hoc subcommittee to review grant applications.
M.O. 2024-42
A motion was made by Councilmember Lamb and seconded by Mayor Pro Tem Ross to appoint Councilmember Lamb and Councilmember Gutierrez to an Ad - Hoc Subcommittee to review Community Assistance Grant applications, the Subcommittee will decide which dates to convene to review and make recommendations for grant funding.
RESULT: APPROVED [UNANIMOUS]
MOVER: Rita Lamb, Councilmember
SECONDER: Nancy Ross, Mayor Pro Tem
AYES: Mark Carnevale, Nancy Ross, Ernesto Gutierrez, Rita Lamb ABSENT: Raymond Gregory
B. Presentation on EnerGov Implementation
Recommendation: This item is for information and discussion only.
Matthew Levy, Enterprise Systems Analyst , provided an update on the Implementation of EnerGov. This item was for information and discussion only, there was no formal action taken by the Council.
7. DISCUSSION ON FUTURE AGENDA ITEMS
There was no discussion on future agenda items.
8. CLOSED SESSION
ADJOURN
Mayor Carnevale adjourned the Regular Meeting at 7:05 p.m.
Mayor, City of Cathedral City City Clerk, City of Cathedral City
3.B.2
Packet Pg. 13
Minutes Acceptance: Minutes of Mar 13, 2024 5:30 PM (Minutes Approval)
Cathedral City Page 1 of 3 Printed on 3/27/2024
Staff Report
City Council
Item No. 3.C
Meeting Date: March 27, 2024
From: John Corella, Director of Engineering/Public Works Title: Notice of Completion for ATP Cycle 5: East Palm Canyon Bike Lanes Project (C08504)
City Council
RECOMMENDATION:
To accept and approve the Active Transportation Program (ATP) Cycle 5 - East Palm Canyon Drive Bike Lanes Project (C08504) as completed; and, authorize the City Manager to execute and file a notice of completion with the Riverside County Recorder’s Office; and, authorize the release of retention funds to Chrisp Company upon expiration of the notice of completion.
BACKGROUND:
On October 11, 2023, the City Council awarded a construction contract to Chrisp Company (Chrisp) to complete the construction of the Active Transportation Program (ATP) Cycle 5 - East Palm Canyon Drive Bike Lanes Project (C08504).
The ATP Cycle 5 – East Palm Canyon Drive Bike Lanes Project (Project) consisted of the removal of the existing pavement striping and the application of new pavement striping and signage incorporating the new minimum 6 -foot-wide bicycle lanes from the western City limits to Cathedral Canyon Drive.
DISCUSSION:
The construction of the ATP Cycle 5 – East Palm Canyon Drive Bike Lanes Project started on January 16, 2024, and was completed on February 16, 2024.
City staff reviewed and inspected the improvements and found the project was built in accordance with all contract requirements. City staff are recommending City Council accept the project as complete.
City Council acceptance is required to approve the projects’ final contract amount and to release the funds retained during construction. Retention funds are monies earned by the contractor withheld from progress payments pending satisfactory completion and final acceptance of the project.
3.C
Packet Pg. 14
Cathedral City Page 2 of 3 Printed on 3/27/2024
City Council acceptance of the project requires a notice of completion (NOC) be filed with the Riverside County Recorder’s office. The NOC is a written notice issued by the owner of a project, or their agent, to notify concerned parties all work on the project has been completed. This notice also sets the period, which is thirty (30) days from the date the NOC is filed, within which concerned parties may exercise their lien rights against one another. Once the thirty-day period has expired, and provided no claims or liens are received, the city can release retention funds.
City staff recommends that the City Council accept and approve the ATP Cycle 5 - East Palm Canyon Drive Bike Lanes Project (C08504) as completed; and , authorize the City Manager to execute and file a notice of completion with the Riverside County Recorder’s Office; and , authorize the release of retention funds to Chrisp Company upon expiration of the notice of completion.
FISCAL IMPACT:
The fiscal impact of the construction contract with Chrisp is as follows:
Construction Funding
Fund Account Number Amount
Areawide Capital Projects Fund 331-100-150-156-8800-8802 $237,840 Areawide Capital Projects Fund (10%
Contingency)
331-100-150-156-8800-8802 $ 23,784
Total $261,624
Construction Cost
The construction contract with Chrisp was in the amount of $237,840.00. No change orders for additional work during construction were required for this project. The total construction cost is $237,840.00 and is summarized below:
Construction Cost
Contract Amount $237,840.00
Approved Change Order Amount $ 0.00
Total Construction Cost $237,840.00
The final invoice (5% retention) in the amount of $11,891.98, will be released to Chrisp Company thirty (30) days from the date the NOC is filed should there be no claims or discrepancies in the work completed.
FIVE-YEAR STRATEGIC PLAN:
GOAL B: COMMUNITY INVESTMENT
Objective: Cathedral City roads, gateways, public spaces, and other city infrastructure are well planned, designed, constructed, and maintained.
3.C
Packet Pg. 15
Cathedral City Page 3 of 3 Printed on 3/27/2024
ATTACHMENTS:
Notice of Completion - Chrisp Company
3.C
Packet Pg. 16
(“President of,” “Manager of,” “A partner of,” “Owner of,” etc.)
RECORDING REQUESTED BY
AND WHEN RECOR
DED MAIL TO:
Name
Street
Address
Ci
ty &
State
SPACE ABOVE THIS LINE FOR RECORDER’S USE ONLY
NOTICE OF COMPLETION
Notice is hereby
given that:
1. The undersigned is owner or corporate officer of the owner of the interest or estate stated below in the property hereinafter described:
2. The full name of the owner is
3. The full address of the owner is
4. The natu
re of the interest or estate of the owner is in fee.
(If other than fee, strike “in Fee” and insert, for example, “purchaser under contract of purchase,” or “lessee”)
5. The full names and full addresses of all persons, if any, who hold title with the undersigned as joint tenants or as tenants in common are:
NAMES ADDRESSES
6. A w
ork of improvement on the property hereinafter described was completed on . The work done was:
7. The name o
f the contractor, if any, for such work of improvement was (If no contractor for work of improvement as a whole, insert “none”) (Date of Contract)
8. The property on which said work of improvement was completed is in the city of , County of , State of California, and is described as follows:
9. The street a
ddress of said property is
(If no s treet address has been officially assigned, insert “none”) Dated:
Signature of owner of corporate officer of owner
named in paragraph 2 or his agent
VERIFICATION
I, the undersigned, say: I am the the declarant of the foregoing notice of completion; I have read said notice of completion and know the contents thereof; the same is true of my own knowledge.
I declare under penalty of perjury that the foregoing is true and correct.
Executed on , 20 , at , California.
(D ate of signature) (C ity where signed)
(Personal signature of the individual who is swearing that the contents of the notice of completion are true)
S R U PAGE SIZE DA MISC LONG RFD COPY
M A L 465 426 PCOR NCOR SMF NCHG
T: CT Y UNI
EXAM
3.C.a
Packet Pg. 17
Attachment: Notice of Completion - Chrisp Company (4134 : Notice of Completion for ATP Cycle 5: East Palm Canyon Bike Lanes Project
Cathedral City Page 1 of 5 Printed on 3/27/2024
Staff Report
City Council
Item No. 3.D
Meeting Date: March 27, 2024
From: Dominique Camps, Associate Planner
Title: 2023 Housing Element Annual Progress Report
City Council
RECOMMENDATION:
To receive the 2023 Housing Element Annual Progress Report and authorize its transmittal to the California Department of Housing and Community Development (HCD) and the California Governor's Office of Planning and Research (OPR).
BACKGROUND:
In accordance with Government Code 65400, all cities are required to prepare an annual progress report (APR) on the status and implementation of the Housing Element of the General Plan using forms adopted by the California Department of Housing and Community Development (HCD).
On June 28, 2023, the City Council unanimously approved Resolution 2023-21 adopting the Housing Element Update for the 2021 -2029 Planning Period. As shown below, the Southern California Association of Governments (SCAG) allocated 2,549 housing units to the City through the RHNA process for the 2021-2029 Planning Period:
Regional Housing Needs Allocation 2021-2029
Income Category Units Allocated
Extremely Low Income 270
Very Low Income (<50% AMI) 270
Low Income (50-80% of AMI) 353
Moderate Income (81-120% of AMI) 457
Above Moderate Income (>120% of AMI) 1,199
Total Units 2,549
AMI = area median income. Riverside County median income = $75,300.
The APR evaluates implementation of the 2021 -2029 Housing Element programs as well as progress on housing production made during the previous calendar year (January 1, 2023, to December 31, 2023) towards meeting the RHNA. The APR is due
3.D
Packet Pg. 18
Cathedral City Page 2 of 5 Printed on 3/27/2024
annually by April 1. The 2023 Housing Element Annual Progress Report is included as Attachments 1-6.
Separately, under the dissolution of redevelopment, housing successor agencies have an annual reporting obligation under California Health and Safety Code Section 34176.1(f) for the expenditure of its remaining Low and Moderate Income Housing Asset Fund (LMIHAF) for the development of affordable housing. The Housing Successor Annual Report for Fiscal Year 2022-2023 is attached as Attachment 7.
DISCUSSION:
The APR tracks the production of housing units by the number of entitlements approved, as well as the number of building permits issued and completed. These entitlements and building permits include applications submitted in 2023 as well as applications submitted in previous years but not approved until 2023. In 2023 the City approved entitlements and permits for single family dwellings, multi -family dwellings, and accessory dwelling units (ADUs).
As shown in the table below, in 2023 a total of 276 units were entitled, building permits were issued for 133 units, and building permits were completed for 14 units.
Summary of Housing Entitlements and Building Permits in 2023 Units by Structure Type Entitled Permitted Completed
Single Family Attached 0 0 0
Single Family Detached 197 52 12
2 to 4 Unit Structures 0 5 0
5+ Unit Structures 0 48 0
Accessory Dwelling Units 79 28 2
Mobile/Manufactured
Homes
0 0 0
TOTAL 276 133 14
Entitlements Approved for Housing
Out of the 276 units that were entitled in 2023, 15 of the approved units are deed- restricted moderate -income units. These units were entitled collectively as part of a single development application (Desert Bloom). It should be noted for the purpose of the APR, entitlements are not counted towards the RHNA.
Building Permits Issues for Housing
While applications, building permits issued, entitlements approved, and completed units are all tracked in the APR, only issued building permits are used to track fulfillment of the RHNA. Of the 133 building permits issued in 2023:
• 4.5% are assumed to be affordable for extremely low - and very low -income households (4 and 2 units, respectively).
3.D
Packet Pg. 19
Cathedral City Page 3 of 5 Printed on 3/27/2024
• 7.5% (10 units) are assumed to be affordable for low-income households. • 7.5% (10 units) are assumed to be affordable for moderate income households. • 80.5% (10 7 units including 2 ADUs ) are assumed to be affordable for above moderate-income households.
None of the building permits issued in 2023 were subject to deed restrictions for affordability. In absence of available data regarding rent or sale price for these permitted units, all single and multi -family units were conservatively assumed to be market rate and affordable to above moderate -income households. The 26 building permits categorized as extremely low -, very low -, low - or moderate income were issued for accessory dwelling units (ADUs)
Accessory Dwelling Units
In 2023, 28 building permits were issued for ADUs. None of these units were subject to deed restrictions, and specific rent data was not available. The affordability of ADUs was instead determined proportionally, based on a study prepared by SCAG. This study made the following findings for the affordability of ADUs in San Bernardino and Riverside Counties: 15% of ADUs are affordable for extremely low -income households,
7.7% of ADU s are affordable for very low -income households , 34.8% of ADUs are affordable for low -income households , 34.8% of ADUs are affordable for moderate income households , and 7.7% of ADUs are affordable for above moderate -income households.1 These percentages were used as the basis for classifying the affordability level for the 28 building permits approved for ADUs in 2023. Based on these assumptions, the table below provides a summary of the number of building permits issued in 2023 relative to the RHNA.
Building Permits Issued 2023 by Affordability
Income Category 2023 RHNA
Extremely Low Income 4 270
Very Low Income 2 270
Low Income 10 353
Moderate Income 10 457
Above Moderate Income 107 1,199
Total Units 133 2,549
6th Cycle RHNA Progress
The 2023 APR measures progress towards the RHNA on the third year (January 1 to December 31, 2023) of the 2021 -2029 planning period. The table below summarizes the total number of building permits approved over the first three years of the current
1 Source: SCAG Regional Accessory Dwelling Unit Affordability Analysis, https://scag.ca.gov/sites/main/files/file-
attachments/adu_affordability_analysis_120120v2.pdf?1606868527 (accessed March 2024).
3.D
Packet Pg. 20
Cathedral City Page 4 of 5 Printed on 3/27/2024
planning period, for each level of affordability, relative to the number of units allocated for the 6th Cycle RHNA.
Building Permits Issued 2021-2023
6th Cycle RHNA (2021–2029)
Income Category RHNA
Building Permits Issued RHNA
Remaining
Need 2021 2022 2023 Total to
Date
Extremely Low Income 270 - - 4 4 266
Very Low Income 270 - - 2 2 268
Low Income 353 12 13 10 35 318
Moderate Income 457 - 6 10 16 441
Above Moderate Income 1,199 46 48 107 201 998
Total Units 2,549 58 67 133 258 2,291
Housing Element Programs
In addition to the production of housing units, the APR also reports on the progress of the 2021-2029 Housing Element programs. These programs account for specific actions intended to promote housing production. Some of these have been completed, including updates to the City’s ADU ordinance and other zoning code updates to remove barriers to the development of affordable housing . Many others, however, are still ongoing, including the development of incentives such as fee waivers, expedited processing, and the use of flexible development standards to encourage new housing. Other programs that still require development include a Housing Rehabilitation Program that provides access to low interest loans to low -income families to mitigate displacement risks. The programs also address the need for continued partnerships with outside organizations in support of housing.
LMIHAF
At the close of the Fiscal Year 2022 -2023, the ending balance of the LMIHAF was $11,714,540, with only $2,678,740 liquidity . During FY 2022 -2023 there were no expenditures other than maintenance monitoring and administration expenditures.
FISCAL IMPACT:
No impact.
FIVE-YEAR STRATEGIC PLAN:
GOAL F – EMBRACING, INCLUSIVE COMMUNITY
Objective: Cathedral City is valued and respected as a community that welcomes and embraces diversity, has an abundance of high quality and affordable housing options and vibrant businesses. Our neighborhoods are attractive, well -maintained, and issues surrounding homelessness have been compassionately addressed with thoughtful, coordinated, and collaborative programs.
3.D
Packet Pg. 21
Cathedral City Page 5 of 5 Printed on 3/27/2024
ATTACHMENTS:
Attachment 1: HE APR 2023 – Summary Table
Attachment 2: HE APR 2023 – Table A: Housing Development Applications Submitted Attachment 3: HE APR 2023 – Table A2: Annual Building Activity Report Summary Attachment 4: HE APR 2023 – Table B: RHNA Progress
Attachment 5: HE APR 2023 – Table D: HE Program Implementation Attachment 6: HE APR 2023 – LEAP Reporting
Attachment 7: Cathedral City Housing Successor Annual Report FY 22-23
ATTACHMENTS:
01 - Cathedral City HE APR 2023 - Summary Table
02 - Cathedral City HE APR 2023 - Table A - Housing Development Applications Submitted
03 - Cathedral City HE APR 2023 - Table A2 - Annual Building Activity Report Summary 04 - Cathedral City HE APR 2023 - Table B - RHNA Progress 05 - Cathedral City 2023 HE APR - Table D - HE Program Implementation 06 - Cathedral City HE APR 2023 - LEAP Reporting
07 - Cathedral City Housing Successor Annual Report FY 22-23
3.D
Packet Pg. 22
Jurisdiction Cathedral
Reporting Year 2023
Housing Element Planning Period 6th Cycle
Current Year
Deed Restricted 0
Non-Deed
Restricted 6
Deed Restricted 0
Non-Deed
Restricted 10
Deed Restricted 0
Non-Deed
Restricted 10
107
133
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 197 52 12
2 to 4 units per structure 0 5 0
5+ units per structure 0 48 0
Accessory Dwelling Unit 79 28 2
Mobile/Manufactured Home 0 0 0
Total 276 133 14
Infill Housing Developments and Infill Units Permitted # of Projects Units 37 86
47 47
79 352
125
0 0
0 Data is auto-populated based on data entered in Tables A, A2, C, and D Total Housing Applications Submitted:
Number of Proposed Units in All Applications Received:
Total Housing Units Approved:
Total Housing Units Disapproved:
Total Units
Housing Applications Summary
Use of SB 35 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Number of SB 35 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
(Jan. 1 - Dec. 31)
10/15/2021 - 10/15/2029
Number of SB 35 Streamlining Applications Approved
Very Low
Low
Moderate
3.D.a
Packet Pg. 23
Attachment: 01 - Cathedral City HE APR 2023 - Summary Table (4150 : Housing Element Annual Progress Report) Income Rental Ownership Total
Very Low 00 0
Low 00 0
Moderate 00 0
Above Moderate 00 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 00
SB 9 (2021) - Residential Lot Split 00
AB 2011 (2022) 00
SB 6 (2022) 00
SB 35 (2017) 00
Ministerial and Discretionary Applications # of Applications Units Ministerial 77 133
Discretionary 2 223
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 42 0
Cells in grey contain auto-calculation formulas
Programs Implemented
Sites Rezoned to Accommodate the RHNA
Units Constructed - SB 35 Streamlining Permits
3.D.a
Packet Pg. 24
Attachment: 01 - Cathedral City HE APR 2023 - Summary Table (4150 : Housing Element Annual Progress Report) Jurisdiction Cathedral ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application
Status Project Type
2 34 6 7 8 9 11 12
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low-Income
Deed
Restricted
Low-Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income
Non Deed
Restricted
Above
Moderate-
Income
Total PROPOSED
Units by Project
Total
APPROVED
Units by project
Total
DISAPPROVED
Units by Project
Please select
streamlining
provision/s the
application was
submitted
pursuant to.
Did the housing
development
application seek
incentives or
concessions
pursuant to
Government Code
section 65915?
Were incentives
or concessions
reqested
pursuant to
Government
Code section
65915 approved?
Please indicate
the status of the
application.
Is the project
considered a
ministerial
project or
discretionary
project?
Summary Row: Start Data Entry Below 0 4 0 10 0 12 326 352 125 0 675222008 68325 Marina Rd BLDG-0394-2023 SFD O 2/22/2023 1 1 1 NONE No N/ A Approved Ministerial 674711072 69666 Camino
Mirasol BLDG-0554-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 680242006 32699 Sky Blue
Water Trl BLDG-2099-2023 2 to 4 R 3/3/2023 3
3 3 SB 9 (2021) -
Duplex in SF
Zone
No No Approved Ministerial
674711029 36508 Calle
Esperanza BLDG-0550-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674711019 36573 Calle
Esperanza BLDG-0551-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674711018 36585 Calle
Esperanza BLDG-0552-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674711071 69680 Camino
Mirasol BLDG-0553-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674691019 69638 Calle La
Costa BLDG-0560-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674691018 69646 Calle La
Costa BLDG-0561-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674691017 69658 Calle La
Costa BLDG-0562-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674700031 36770 Avenida Del
Sol BLDG-0563-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674731021 69526 Paseo Del
Sol BLDG-0565-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674731003 69542 Paseo Del
Sol BLDG-0566-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674731020 69520 Paseo Del
Sol BLDG-0567-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674731065 69550 Paseo Del
Sol BLDG-0568-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 675271037 29730 Landau Blvd BLDG-0718-2023 2 to 4 R 3/3/2023 2 2 2 NONE No N/A Approved Ministerial 678192035 31180 Whispering
Palms Trl BLDG-0746-2023 ADU R 3/3/2023 1 1 1 NONE No No Approved Ministerial 674691020 36271 Corta Aguila BLDG-0754-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674731007 69566 Paseo Del
Sol BLDG-0756-2023 SFD O 3/3/2023 1 1 1 NONE No N/A Approved Ministerial 674731001 69528 Paseo Del
Sol BLDG-0757-2023 SFD O 4/3/2023 1 1 1 NONE No N/A Approved Ministerial 674731002 69536 Paseo Del
Sol BLDG-0758-2023 SFD O 4/3/2023 1 1 1 NONE No N/A Approved Ministerial 674731006 69558 Paseo Del
Sol BLDG-0759-2023 SFD O 5/31/2023 1 1 1 NONE No N/A Approved Ministerial 677371007 31150 San Luis
Rey Dr BLDG-0784-2023 ADU R 7/14/2023 1 1 1 NONE No N/A Approved Ministerial 678261038 31120 Avenida
Alvera BLDG-0793-2023 ADU R 5/25/2023 1 1 1 NONE No N/A Approved Ministerial 674711017 36593 Calle
Esperanza BLDG-0967-2023 SFD O 7/17/2023 1 1 1 NONE No N/A Approved Ministerial 674691024 36299 Corta Aguila BLDG-0968-2023 SFD O 7/29/2023 1 1 1 NONE No N/A Approved Ministerial 680441053 33905 Cathedral
Canyon Dr BLDG-1052-2023 ADU R 7/29/2023 1 1 1 NONE No No Approved Ministerial 687112008 37535 Melrose Dr BLDG-1362-2023 ADU R 7/29/2023 1 1 1 NONE No No A pproved Ministerial 678060046 68140 Corta Rd BLDG-1460-2023 SFD O 7/29/2023 1 1 1 NONE No N/ A Approved Ministerial 678311005 31625 Avenida Del
Padre BLDG-1574-2023 SFD O 7/29/2023 1 1 1 NONE No N/A Approved Ministerial 680361016 33398 Sky Blue
Water Trl BLDG-1602-2023 SFD O 7/29/2023 1 1 1 NONE No N/A Approved Ministerial 687241033 68845 D St BLDG-1634-2023 ADU R 7/29/2023 1 1 1 NONE No No A pproved Ministerial 678102010 68540 Perlita Rd BLDG-1676-2023 ADU R 7/29/2023 1 1 1 NONE No No A pproved Ministerial 677172013 67800 Tamara Rd BLDG-1792-2023 ADU R 7/29/2023 1 1 1 NONE No No A pproved Ministerial 670530039 622 Via Firenze BLDG-1982-2023 SFD O 7/29/2023 1 1 1 NONE No N/ A Approved Ministerial Table A
Cells in grey contain auto-calculation formulas
51 Project Identifier Unit Types Proposed Unit s - Affordability by Household Incomes Density Bonus Law Applications
10 Housing Development Applications Submitted
3.D.b
Packet Pg. 25
Attachment: 02 - Cathedral City HE APR 2023 - Table A - Housing Development Applications Submitted (4150 : Housing Element Annual 670530043 617 Via Firenze BLDG-1983-2023 SFD O 7/29/2023 1 1 1 NONE No N/ A Approved Ministerial 670530041 618 Via Firenze BLDG-1984-2023 SFD O 7/29/2023 1 1 1 NONE No N/ A Approved Ministerial 670530037 626 Via Firenze BLDG-1985-2023 SFD O 7/29/2023 1 1 1 NONE No N/ A Approved Ministerial 670530047 625 Via Firenze BLDG-1986-2023 SFD O 7/29/2023 1 1 1 NONE No N/ A Approved Ministerial 670530049 629 Via Firenze BLDG-1987-2023 SFD O 7/12/2023 1 1 1 NONE No N/ A Approved Ministerial 670530035 630 Via Firenze BLDG-1988-2023 SFD O 7/12/2023 1 1 1 NONE No N/ A Approved Ministerial 670530045 621 Via Firenze BLDG-1989-2023 SFD O 7/12/2023 1 1 1 NONE No N/ A Approved Ministerial 670530046 623 Via Firenze BLDG-1990-2023 SFD O 7/12/2023 1 1 1 NONE No N/ A Approved Ministerial 670530036 628 Via Firenze BLDG-1992-2023 SFD O 7/12/2023 1 1 1 NONE No N/ A Approved Ministerial 670530050 631 Via Firenze BLDG-1993-2023 SFD O 10/18/2023 1 1 1 NONE No N/ A Approved Ministerial 670530048 627 Via Firenze BLDG-1994-2023 SFD O 9/23/2023 1 1 1 NONE No N/ A Approved Ministerial 670530040 620 Via Firenze BLDG-1995-2023 SFD O 11/1/2023 1 1 1 NONE No N/ A Approved Ministerial 670530057 616 Via Firenze BLDG-1996-2023 SFD O 12/27/2023 1 1 1 NONE No N/ A Approved Ministerial 670530044 619 Via Firenze BLDG-1997-2023 SFD O 11/27/2023 1 1 1 NONE No N/ A Approved Ministerial 670530038 624 Via Firenze BLDG-1998-2023 SFD O 11/27/2023 1 1 1 NONE No N/ A Approved Ministerial 674700063 69551 Camino
Buenavida BLDG-2063-2023 SFD O 11/15/2023 1 1 1 NONE No N/A Approved Ministerial 674700065 69537 Camino
Buenavida BLDG-2064-2023 SFD O 3/10/2023 1 1 1 NONE No N/A Approved Ministerial 674700029 36775 Calle
Americana BLDG-2065-2023 SFD O 7/14/2023 1 1 1 NONE No N/A Approved Ministerial 674700066 69533 Camino
Buenavida BLDG-2066-2023 SFD O 12/26/2023 1 1 1 NONE No N/A Approved Ministerial 674700064 69543 Camino
Buenavida BLDG-2067-2023 SFD O 12/26/2023 1 1 1 NONE No N/A Approved Ministerial 677573001 67707 Rio Pecos
Dr BLDG-2220-2023 ADU R 10/19/2023 1 1 1 NONE No N/A Approved Ministerial 678020023 68198 Verano Rd BLDG-2301-2023 ADU R 10/4/2023 1 1 1 NONE No N/ A Approved Ministerial 673181016 34800 Marcia Rd BLDG-2424-2023 ADU R 10/19/2023 11 1 N O N E N o N / A Approved Ministerial 678070039 68205 Alcita Rd BLDG-2477-2023 SFD O 3/20/2023 1 1 1 NONE No N/ A Approved Ministerial 680271022 32175 Aurora Vista
Rd BLDG-2529-2023 ADU R 5/25/2023 1 1 1 NONE No N/A Approved Ministerial 673152023 34430 Vaquero Rd BLDG-2571-2023 ADU R 8/23/2023 1 1 1 NONE No N/A Approved Ministerial 678280028 31320 Avenida Del
Padre BLDG-2790-2023 SFD O 3/23/2023 1 1 1 NONE No N/A Approved Ministerial 677132003 67745 Medano Rd BLDG-2884-2023 ADU R 4/12/2023 1 1 1 NONE No N/ A Approved Ministerial 675122019 68270 Santelmo
Rd BLDG-2893-2023 ADU R 6/8/2023 1 1 1 NONE No N/A Approved Ministerial 675052022 68060 Encinitas Rd BLDG-2906-2023 ADU R 5/31/2023 1 1 1 NONE No N/A Approved Ministerial 675341024 68888 Hermosillo
Rd BLDG-2912-2023 ADU R 6/1/2023 1 1 1 NONE No N/A Approved Ministerial 678182033 31260 Avenida La
Paloma BLDG-2976-2023 SFD O 6/13/2023 1 1 1 NONE No N/A Approved Ministerial 670321005 69706 Cypress Rd BLDG-3048-2023 ADU R 7/28/2023 1 1 1 NONE No N/A Approved Ministerial 677302020 30381 San Luis
Rey Dr BLDG-3052-2023 ADU R 8/4/2023 1 1 1 NONE No N/A Approved Ministerial 678060046 68140 Corta Rd BLDG-3053-2023 ADU R 12/13/2023 11 1 N O N E N o N / A Approved Ministerial 678102017 68560 Perlita Rd BLDG-3056-2023 ADU R 9/29/2023 1 1 1 NONE No N/ A Approved Ministerial 680202009 32150 Shifting
Sands Trl BLDG-3080-2023 ADU R 1/30/2024 1 1 1 NONE No N/A Approved Ministerial 677554009 67825 Rio Vista Dr BLDG-3210-2023 SFD O 1/30/2024 1 1 1 NONE No N/A Approved Ministerial 677554010 67813 Rio Vista Dr BLDG-3211-2023 SFD O 10/16/2023 1 1 1 NONE No N/A Approved Ministerial 677554008 67837 Rio Vista Dr BLDG-3212-2023 SFD O 10/17/2023 1 1 1 NONE No N/A Approved Ministerial 677383024 67199 Mission Dr BLDG-3280-2023 SFD O 1/17/2024 1 1 1 NONE No N/ A Approved Ministerial 678081007 68305 Vega Rd BLDG-3551-2023 ADU R 1/18/2024 1 1 1 NONE No N/ A Approved Ministerial 680260031 32300 Cathedral
Canyon Dr BLDG-3736-2023 5+ R 10/17/2023 24 24 24 NONE No N/A Approved Ministerial 680260031 32300 Cathedral
Canyon Dr BLDG-3742-2023 5+ R 12/8/2023 24 24 24 NONE No N/A Approved Ministerial 686182004 68315 Terrace Rd BLDG-3804-2023 ADU R 12/27/2023 11 1 N O N E N o N / A Approved Ministerial 687195002 Grove Street DR 23-001 5+ R 7/5/2023 19 19 NONE No N/ A Pending Discretionary 670110043 Rosemount Road DR 23-002 5+ R 10/19/2023 204 204 NONE No N/ A Pending Discretionary 680452049 Ortega Road TPM 38795
2 to 4
R
11/13/2023 4
4 SB 9 (2021) -
Residential Lot
Split
No N/A Pending Ministerial
3.D.b
Packet Pg. 26
Attachment: 02 - Cathedral City HE APR 2023 - Table A - Housing Development Applications Submitted (4150 : Housing Element Annual Jurisdiction Cathedral ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Table A2
Streamlining Infill
Housing without Financial
Assistance or Deed
Restrictions
Term of Affordability
or Deed Restriction Notes
23 56 89 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed Restricted
Above
Moderate-
Income
Entitlement
Date Approved # of Units issued
Entitlements
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed Restricted
Above
Moderate-
Income
Building Permits
Date Issued
# of Units Issued
Building Permits
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed Restricted
Above
Moderate-
Income
Certificates of
Occupancy or other
forms of readiness
(see instructions)
Date Issued
# of Units
issued
Certificates of
Occupancy or
other forms of
readiness
How many of the
units were
Extremely Low
Income?
Please select the
streamlining
provision the
project was
APPROVED
pursuant to. (may
select multiple)
Infill Units?
Y/N
+
Assistance Programs
for Each Development
(may select multiple -
see instructions)
Deed Restriction
Type
(may select multiple -
see instructions)
For units affordable without
financial assistance or deed
restrictions, explain how the
locality determined the units
were affordable
(see instructions)
Term of Affordability or
Deed Restriction (years)
(if affordable in perpetuity
enter 1000)
+
Number of
Demolished/Destroyed
Units
Demolished or
Destroyed Units
Demolished/Des
troyed Units
Owner or
Renter
Total Density Bonus Applied to
the Project (Percentage
Increase in Total Allowable
Units or Total Maximum
Allowable Residential Gross
Floor Area)
Number of Other
Incentives,
Concessions, Waivers,
or Other Modifications
Given to the Project
(Excluding Parking
Waivers or Parking
Reductions)
List the incentives,
concessions,
waivers, and
modifications
(Excluding Parking
Waivers or Parking
Modifications)
Did the project receive a
reduction or waiver of
parking standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 0 0 0 4 51 5 2 8 1 8 8 2 7 6 0 6 01 0 0 1 0 1 0 7 1 3 3 0 0000 2 1 2 1 4 4 0 675222008 68325 Marina Rd BLDG-0394-2023 SFD O 0 1 2/22/2023 1 0N O N E Y 674711029 36508 Calle
Esperanza BLDG-0550-2023 SFD O 0 1 3/3/2023 1 0N O N E N 674711019 36573 Calle
Esperanza BLDG-0551-2023 SFD O 0 1 3/3/2023 1 0N O N E N 674711018 36585 Calle
Esperanza BLDG-0552-2023 SFD O 0 1 3/3/2023 1 1 12/7/2023 1 NONE N 674711071 69680 Camino
Mirasol BLDG-0553-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674711072 69666 Camino
Mirasol BLDG-0554-2023 SFD O 0 1 3/3/2023 1 0N O N E N 674691019 69638 Calle La
Costa BLDG-0560-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674691018 69646 Calle La
Costa BLDG-0561-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674691017 69658 Calle La
Costa BLDG-0562-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674700031 36770 Avenida Del
Sol BLDG-0563-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674731021 69526 Paseo Del
Sol BLDG-0565-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674731003 69542 Paseo Del
Sol BLDG-0566-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674731020 69520 Paseo Del
Sol BLDG-0567-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674731065 69550 Paseo Del
Sol BLDG-0568-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674691020 36271 Corta Aguila BLDG-0754-2023 SFD O 0 1 3/3/2023 1 0N O N E N 674731007 69566 Paseo Del
Sol BLDG-0756-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674731001 69528 Paseo Del
Sol BLDG-0757-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674731002 69536 Paseo Del
Sol BLDG-0758-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674731006 69558 Paseo Del
Sol BLDG-0759-2023 SFD O 0 1 3/3/2023 1 0N O N E N
674711017 36593 Calle
Esperanza BLDG-0967-2023 SFD O 0 1 4/3/2023 1 0N O N E N 674691024 36299 Corta Aguila BLDG-0968-2023 SFD O 0 1 4/3/2023 1 0N O N E N 678060046 68140 Corta Rd BLDG-1460-2023 SFD O 0 1 5/31/2023 1 0N O N E Y 678311005 31625 Avenida Del
Padre BLDG-1574-2023 SFD O 0 1 7/14/2023 1 0N O N E Y
680361016 33398 Sky Blue
Water Trl BLDG-1602-2023 SFD O 0 1 5/25/2023 1 0N O N E Y 670530039 622 Via Firenze BLDG-1982-2023 SFD O 0 1 7/17/2023 1 0N O N E N 670530043 617 Via Firenze BLDG-1983-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530041 618 Via Firenze BLDG-1984-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530037 626 Via Firenze BLDG-1985-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530047 625 Via Firenze BLDG-1986-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530049 629 Via Firenze BLDG-1987-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530035 630 Via Firenze BLDG-1988-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530045 621 Via Firenze BLDG-1989-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530046 623 Via Firenze BLDG-1990-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530036 628 Via Firenze BLDG-1992-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530050 631 Via Firenze BLDG-1993-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530048 627 Via Firenze BLDG-1994-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530040 620 Via Firenze BLDG-1995-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530057 616 Via Firenze BLDG-1996-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530044 619 Via Firenze BLDG-1997-2023 SFD O 0 1 7/29/2023 1 0N O N E N 670530038 624 Via Firenze BLDG-1998-2023 SFD O 0 1 7/29/2023 1 0N O N E N 674700063 69551 Camino
Buenavida BLDG-2063-2023 SFD O 0 1 7/12/2023 1 0N O N E N 674700065 69537 Camino
Buenavida BLDG-2064-2023 SFD O 0 1 7/12/2023 1 0N O N E N 674700029 36775 Calle
Americana BLDG-2065-2023 SFD O 0 1 7/12/2023 1 0N O N E N 674700066 69533 Camino
Buenavida BLDG-2066-2023 SFD O 0 1 7/12/2023 1 0N O N E N 674700064 69543 Camino
Buenavida BLDG-2067-2023 SFD O 0 1 7/12/2023 1 0N O N E N 678070039 68205 Alcita Rd BLDG-2477-2023 SFD O 0 1 10/18/2023 1 0N O N E Y 678280028 31320 Avenida Del
Padre BLDG-2790-2023 SFD O 0 1 9/23/2023 1 0N O N E Y
678182033 31260 Avenida La
Paloma BLDG-2976-2023 SFD O 0 1 11/1/2023 1 0N O N E Y
677554009 67825 Rio Vista Dr BLDG-3210-2023 SFD O 0 1 12/27/2023 1 0N O N E Y 677554010 67813 Rio Vista Dr BLDG-3211-2023 SFD O 0 1 11/27/2023 1 0N O N E Y 677554008 67837 Rio Vista Dr BLDG-3212-2023 SFD O 0 1 11/27/2023 1 0N O N E Y 677383024 67199 Mission Dr BLDG-3280-2023 SFD O 0 1 11/15/2023 1 0N O N E Y 675271037 29730 Landau Blvd BLDG-0718-2023 2 to 4 R 0 2 3/10/2023 2 0N O N E Y 680242006 32699 Sky Blue
Water Trl BLDG-2099-2023 2 to 4 R 0 3 7/14/2023 3 0N O N E Y 680260031 32300 Cathedral
Canyon Dr BLDG-3736-2023 5+ R 0 24 12/26/2023 24 0N O N E Y 680260031 32300 Cathedral
Canyon Dr BLDG-3742-2023 5+ R 0 24 12/26/2023 24 0N O N E Y 673152023 34430 Vaquero Rd BLDG-2571-2023 ADU R 0 1 10/19/2023 1 1 12/28/2023 1 NONE Y Based on SCAG Regional ADU Affordability Analysis
675052022 68060 Encinitas Rd BLDG-2906-2023 ADU R 0 1 10/4/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
680202009 32150 Shifting
Sands Trl BLDG-3080-2023 ADU R 0 1 10/19/2023 1 01 N O N E Y Based on SCAG Regional ADU Affordability Analysis
678192035 31180 Whispering
Palms Trl BLDG-0746-2023 ADU R 0 1 3/20/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
680361016 33398 Sky Blue
Water Trl BLDG-1602-2023 ADU R 0 1 5/25/2023 1 01 N O N E Y Based on SCAG Regional ADU Affordability Analysis
677371007 31150 San Luis
Rey Dr BLDG-0784-2023 ADU R 0 1 8/23/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
678261038 31120 Avenida
Alvera BLDG-0793-2023 ADU R 0 1 3/23/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
680441053 33905 Cathedral
Canyon Dr BLDG-1052-2023 ADU R 0 1 4/12/2023 1 01 N O N E Y Based on SCAG Regional ADU Affordability Analysis
687112008 37535 Melrose Dr BLDG-1362-2023 ADU R 0 1 6/8/2023 1 01 N O N E Y Based on SCAG Regional ADU Affordability Analysis
687241033 68845 D St BLDG-1634-2023 ADU R 0 1 5/31/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
678102010 68540 Perlita Rd BLDG-1676-2023 ADU R 0 1 6/1/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
677172013 67800 Tamara Rd BLDG-1792-2023 ADU R 0 1 6/13/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
677573001 67707 Rio Pecos
Dr BLDG-2220-2023 ADU R 0 1 7/28/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
678020023 68198 Verano Rd BLDG-2301-2023 ADU R 0 1 8/4/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
673181016 34800 Marcia Rd BLDG-2424-2023 ADU R 0 1 12/13/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
680271022 32175 Aurora Vista
Rd BLDG-2529-2023 ADU R 0 1 9/29/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
0 0 0
0 0 0
675341024 68888 Hermosillo
Rd BLDG-2912-2023 ADU R 0 1 10/16/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
670321005 69706 Cypress Rd BLDG-3048-2023 ADU R 0 1 10/17/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
0 0 0
0 0 0
678102017 68560 Perlita Rd BLDG-3056-2023 ADU R 0 1 10/17/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
678081007 68305 Vega Rd BLDG-3551-2023 ADU R 0 1 12/8/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
686182004 68315 Terrace Rd BLDG-3804-2023 ADU R 0 1 12/27/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis 0
675091004 28500 LANDAU
BLVD BLDG-2443-2022 ADU R 0 1 7/26/2023 1 0N O N E Y Based on SCAG Regional ADU Affordability Analysis
670530032,
670530033 650 VIA FIRENZE BLDG-2523-2022 SFD O 0 0 1 6/15/2023 1 NONE N 670530022 649 VIA FIRENZE BLDG-2525-2022 SFD O 0 0 1 7/5/2023 1 NONE N 670530023 651 VIA FIRENZE BLDG-2526-2022 SFD O 0 0 1 7/18/2023 1 NONE N 670530033 648 VIA FIRENZE BLDG-2528-2022 SFD O 0 0 1 6/15/2023 1 NONE N 670520042 644 VIA FIRENZE BLDG-2677-2022 SFD O 0 0 1 6/12/2023 1 NONE N 670530034 646 VIA FIRENZE BLDG-2678-2022 SFD O 0 0 1 6/15/2023 1 NONE N 670530021 647 VIA FIRENZE BLDG-2756-2022 SFD O 0 0 1 7/5/2023 1 NONE N 670530010 663 VIA FIRENZE BLDG-2873-2022 SFD O 0 0 1 6/20/2023 1 NONE N 670530009 661 VIA FIRENZE BLDG-2874-2022 SFD O 0 0 1 8/17/2023 1 NONE N 670530005 654 VIA FIRENZE BLDG-3017-2022 SFD O 0 0 1 8/14/2023 1 NONE N 670490014 69465 Megan Ct BLDG-4944-2022 SFD O 0 0 1 8/10/2023 1 NONE Y 670490014 69465 Megan Ct BLDG-4944-2022 ADU R 0 0 1 8/10/2023 1 NONE Y Based on SCAG Regional ADU Affordability Analysis
677510036,
677510037,
677510038,
677510039,
677510040,
677510041,
677510044, portion
of 677510047,
677510052,
677510056,
677510057,
677510061,
677510063,
677522014,
677522015
67777 30th Avenue PUD 22-001 SFD O 15 81 4/19/2023
96 0 0N O N E N D B 5 5 11.0%
0 Other No
687040057 East Palm Canyon
Dr PUD 22-002 SFD O 101 9/25/2023 101 0 0N O N E N
687040057 East Palm Canyon
Dr PUD 22-002 ADU R 45 28 6 9/25/2023 79 0 0N O N E N Based on SCAG Regional ADU Affordability Analysis
674711018 36585 Calle
Esperanza BLDG-0552-2023 ADU R 0 1 3/3/2023 1 0N O N E N Based on SCAG Regional ADU Affordability Analysis
674711071 69680 Camino
Mirasol BLDG-0553-2023 ADU R 0 1 3/3/2023 1 0N O N E N Based on SCAG Regional ADU Affordability Analysis
674700063 69551 Camino
Buenavida BLDG-2063-2023 ADU R 0 1 7/12/2023 1 0N O N E N Based on SCAG Regional ADU Affordability Analysis
674700065 69537 Camino
Buenavida BLDG-2064-2023 ADU R 0 1 7/12/2023 1 0N O N E N Based on SCAG Regional ADU Affordability Analysis
674700029 36775 Calle
Americana BLDG-2065-2023 ADU R 0 1 7/12/2023 1 0N O N E N Based on SCAG Regional ADU Affordability Analysis
674700064 69543 Camino
Buenavida BLDG-2067-2023 ADU R 0 1 7/12/2023 1 0N O N E N Based on SCAG Regional ADU Affordability Analysis
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Demolished/Destroyed UnitsProject Identifier Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
3.D.c
Packet Pg. 27
Attachment: 03 - Cathedral City HE APR 2023 - Table A2 - Annual Building Activity Report Summary (4150 : Housing Element Annual Progress Jurisdiction Cathedral ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 10/15/2021 - 10/15/2029
1 Projection Period 34
RHNA Allocation by
Income Level
Projection Period -
06/30/2021-
10/14/2021
2021 2022 2023 2024 2025 2026 2027 2028 2029 Total Units to Date (all years)
Total Remaining
RHNA by Income
Level
Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - 6 - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted 12 - 13 10 - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - 6 10 - - - - - - Above Moderate 1,199 44 2 48 107 - - - - - - 201 998 2,549
56 2 67 133 - - - - - - 258 2,291 5 67
Extremely low-Income
Need 2021 2022 2023 2024 2025 2026 2027 2028 2029 Total Units to Date
Total Units
Remaining
270 - - 4 - - - - - - 4 266 VLI Deed Restricted
VLI Non Deed Restricted
318
Please note: For the last year of the 5th cycle, Table B w ill only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted sinc e the start of the planning period. Projection Period units are in a separate column.
Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as v ery low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be c ounted as progress toward meeting the extremely low-income housin g need determined pursuant to Government Code 65583(a)(1). *Extremely low-income houisng need determined pursuant to Governm ent Code 65583(a)(1). Value in Section 5 is default value, ass umed to be half of the very low-income RHNA. May be overwritten.
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).
Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.
Please note: The APR form can only display data for one planning per iod. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].
441
6 This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.
16 Moderate
540
353
457
Please contact HCD if your data is different than the material supplied here 35 2
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
534
3.D.d
Packet Pg. 28
Attachment: 04 - Cathedral City HE APR 2023 - Table B - RHNA Progress (4150 : Housing Element Annual Progress Report) Jurisdiction Cathedral
Reporting Year 2023 (Jan. 1 - Dec. 31)
123 4
Name of Program Ob jective Timeframe in H.E Status of Pro gram Implementation Program 1.A.1 Maintain the lis t of affordable housing sites as shown in Table 37, Inventory of
Available Vacant Lands, and update the
list to include lands in the North City
Specific Plan area as infrastructure is
extended to this area.
Annually through 2029 List continues to be maintained. Infr astructure within the North City Specific Plan area remains unavailable. The North City Specific Plan will be reviewed including infrastructure needs, and updated as necessary, by City Staff in 2024.
Program 1.A.2 Maintain land use and zoning designations in the General Plan and zoning maps that
allow for diversity of housing types and
densities.
On-going throughout the
planning period
Land use and zoning were reviewed as part of the Housing Element Update, which was certified in 2023.
Program 1.A.3 Maintain a Planned Unit Development
(PUD) permit ordinance which allows
flexibility in development standards to
encourage housing construction while
preserving natural resources.
On-going Chapter 9.94 (Planned Unit Development ) of the Cathedral City Municipal Code continues to be maintained.
Program 1.A.4 Negotiate the inclusion of affordable
housing including units targeted for
extremely-low-income households when
feasible, in Specific Plans, PUDs, and
Tentative Tract Maps with each developer
as application is made. The City will strive
to negotiate for 10 lower income units
throughout the community annually. The
negotiation may include the provision of
financial incentives, if available,
accelerated review process, or
development standard concessions in
exchange for deed restricted affordable
units within each project with priority for
projects that include extremely-low-income
units. The City shall establish a list of
active affordable housing developers in the
region and shall annually meet with those
developers and the County Housing
Authority to identify development
opportunities, such as incentives, priority
processing and fee waivers and assisting
with funding or supporting funding
applications for the development of
affordable housing.
On-going with each
development application;
Develop list of regional
affordable housing
developers by June 2023;
Annually meet with
affordable housing
developers and County
Housing Authority.
With the completion of the Housing Element Update, options are being investigated to encourage inclusion of affordable housing in future residential development projects.
List of regional affordable housing developers was completed in 2023.
Program 1.A.5 Provide technical assistance to property
owners and developers in support of lot
consolidation, including identifying
opportunities for potential consolidation
and incentives to encourage consolidation
of parcels, as appropriate.
On-going as part of the
development application
process
Continue to provide technical assistance under the Community Development Dept. (no financial incentives available after the Redevelopment Agency dissolved).
Program 1.A.6 Promote development of three mixed use
projects in the Downtown area during the
planning period which combine high
density residential with local commercial
services. The City will develop a list of
incentives such as permit streamlining, fee
reductions, and Economic Development
assistance and distribute it to developers
as projects are proposed.
On-going as part of the
development application
process; Prepare incentives
list 2023/34.
The City’s Economic Development Website (www.discovercathedralcity.com) continues to be updated with relevant information.
Program 1.A.8 Implement the formal ongoing (project-by- project) evaluation procedure pursuant to
Government Code Section 65863 to
ensure sufficient residential capacity is
maintained to accommodate the current
cycles RHNA. Should an approval of
development result in a reduction of
capacity below the residential capacity
needed to accommodate the remaining
need for lower income households, the
City must identify replacement sites to
accomodate the shortfall and ensure "no
net loss" in capacity to accommodate the
RHNA.
On-going as part of the
development application
process.
The City continues to ensure that residential capacity is maintained to accommodate the RHNA.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Table D
Program Implementation Status pursuant to GC Section 65583
3.D.e
Packet Pg. 29
Attachment: 05 - Cathedral City 2023 HE APR - Table D - HE Program Implementation (4150 : Housing Element Annual Progress Report) Program 1.A.9 Develop and establish incentives for
subdividing large lots (10 acres or greater)
or creating new parcels to make the
development of affordable housing
projects more feasible (lot sizes of 0.5 to
10 acres) while encouraging a range of
development sizes. Affordable housing
projects will be allowed by-right, and the
City will establish fee waivers, flexible
development standards, and expedited
processing in its incentive program. The
City shall continue to work with the owner
and developer of site #2 to subdivide the
79-acre site to allow 7 acres for lower
income housing (252 units), 6 acres of
moderate-income housing (120 units), and
20 acres of above-moderate income
housing (100 units). In order to assure the
development of these units, the city and
landowner shall amend the North City
Specific Plan to specifically call out the
units required for lower-, moderate-, and
above-moderate-income households on
this site.
Develop incentive package
by January 2024. On-going
as part of the development
application process. City
shall continue to work with
the current landowner of site
#2 until project approved.
The City continues to work with landowner of site #2 to ensure that the RHNA allocations are maintained.
Program 1.A.10 Review, revise and/or create a secondary dwelling unit/accessory dwelling units
ordinance consistent with Government
Code 65852.2 and Section 50053 of the
Health and Safety Code for very low-, low-,
or moderate-income households. The City
shall strive to approve 20 ADU applications
annually throughout the community. The
ordinance shall incorporate an incentive
program that includes, but is not limited to,
fee waivers, flexible development
standards, and expedited permit
processing. The Zoning Code shall be
updated accordinly no more than 1 year
after adoption of the Housing Element
update.
Within one year of adopting
the Housing Element
update.
The revised ADU Ordinance (ZOA 23-001) was adopted by City Council on December 13, 2023, and became effective on January 12, 2024.
In 2023, building permits were approved for 28 ADUs and entitlements were completed for an additional 79 ADUs.
Program 1.B.1 In order to reduc e infrastructure cost, the City will encourage infill development in
areas that are already services with
adequate infrastructure, including streets
and water and sewer lines and the
remodeling or addition to existing homes to
support build-out of the neighborhood
through the use of expedited processing
and financial incentives, if available.
Annually review CIP to
include infill improvements.
Program one CIP project in
infill neighborhoods
annually.
The City's Economic Development Department continues to work to develop existing in-fill areas and programs to encourage this development.
Program 1.B.2 Work with private organizations -- including Urban Housing Communities, National
Core, the Coachella Valley Housing
Coalition, the Senior Center, Desert AIDS
Project, Desert Arc or Braille Institute -- in
assisting whenever possible in the housing
of disabled residents or those with special
housing needs in the City. The City shall
consider fee waivers, reductions in
development standards, or financial
assistance if feasible, and will target five
disabled residents throughout the
community being helped annually.
On-going as part of the
development application
process; annual outreach
The City's Economic Development Department continues to work to with outside agencies in the development of this type of housing.
Program 1.B.3 Continue to enforce the provisions of the Federal Fair Housing Act. All complaints
regarding discrimination in housing will be
referred to the Riverside County Office of
Fair Housing. Information on the Fair
Housing Act, as well as methods of
responding to complaints shall be made
available at City Hall and at the Library.
Annual coordination with the
Riverside County Office of
Fair Housing
The City and Code Compliance Department continues to ensure Federal, State, County and City housing related laws are followed.
Program 1.B.4 Continue to work with the Coachella Valley Association of Governments toward a
regional solution for homelessness,
including the Homeless Liaison Police
Officers funded through the City.
Annual coordination with
CVAG, City currently has
two Homeless Liaison
Officers
The City is currently working with Lift to Rise, CVAG and other regional agencies to address homelessness and affordable housing.
Program 1.B.6 Work with the Coachella Valley
Association of Governments to determine
the need for affordable “Workforce
Housing” and promote development of
such.
On-going coordination with
CVAG
Completed
3.D.e
Packet Pg. 30
Attachment: 05 - Cathedral City 2023 HE APR - Table D - HE Program Implementation (4150 : Housing Element Annual Progress Report) Program 1.B.7 The city shall identify sites within or in proximity to the area of “High Segregation
and Poverty” to increase affordable
housing options for segments of the
population subject to overpayment, low
income, and higher rates poverty. Of the
13 primary sites identified in the 6th cycle
housing element, the City has identified
four sites in the area of “High Segregation
and Poverty,” three of which are for lower-
income households totaling 178 units, and
one is for moderate-income households
totaling 155 units. The lower-income sites
are as follows: 20 units south of Ramon
Road, west of Canyon Vista Road (Site #3,
APN 680-260-025); 79 units south of
Ramon Road, east of Cathedral Canyon
Drive (Site #4 APN 680-260-031); 79 units
south of Ramon Road, east of Cathedral
Canyon Drive, north of Corral Road (Site
#5 APN 680-260-032). The City shall
continue to work with private and public
organizations to encourage affordable
housing projects. The City will contact
each property owner annually, and
encourage the use of the incentives
developed in Program 1.A.9 to facilitate
these units on these sites. In addition, the
City will annually seek funding and will
review its Capital Improvement Program
and include one project annually in areas
2022 and annually through
2029.
Ongoing
Program 1.C.1 New development and rehabilitation efforts will be required to incorporate energy
efficiency architectural and landscape
design and the use of renewable resources
and conservation of resources. Expand the
City’s support for green building and LEED
certified projects to encourage private
development participation in these
programs as part of future housing projects
for all income levels through the pre-
application and application review process.
On-going as part of the
development application
process
Ordinances, Programs, and Plans have been adopted in support of Green Building and this effort will continue. The City has adopted the 2022 California Building Code, effective January 1, 2023.
Program 1.C.2 A list of known incentives for energy and water conservation measures shall be
maintained by the Planning & Building
Department and made available for
developers and property owners at the
City’s reception desk and on the City's web
site.
Annual review and update of
energy and water
conservation measures
The Environmental Conservation Department maintains a list of incentive programs in support of water conservation and continues to develop additional programs. These programs are widely advertised through various marketing campaigns.
Program 1.D.1 Work closely with housing advocates and
stakeholders to identify needs throughout
the community based on household size,
and develop and support projects which
meet those needs. This should include the
full range of potential units, from single
room occupancy units to 4- and 5-
bedroom units, depending on the need
foreseen in the City during the planning
period, through bond financing for
affordable housing through the County
Housing Authority or other appropriate
means.
Annual outreach to
stakeholders as part of the
Housing Element review
process. Work with Housing
Authority to support one of
their projects annually.
Continue (Redevelopment Agency dissolved). The City continues to work collaboratively with local and regional agencies partners.
The City continues to support the proposed acquisition of an existing extended stay use by the County Housing Authority for affordable houisng.
Program 1.E.1 Require developers of affordable and
senior housing to confer with SunLine
Transit regarding the provision of services
to the
project.
On-going as part of the
development application
process
On-going
Program 1.E.2 The City shall work with Riverside County and local non-profit organizations to
support housing mobility and access to
higher resource areas, including Downtown
and the neighborhoods adjacent to
Cathedral Canyon and Date Palm Drives.
High resources areas are those in
proximity to transit, affordable housing,
schools, employment centers, parks and
other personal services. Services and or
programs may include, but are not limited
to, home loan assistance programs and
rental assistance programs.
Monthly coordination at Lift
to Rise CAN meetings with
Riverside County and non-
profit organizations; annual
outreach to nonprofits
through individual meetings.
On-going
Program 1.F.1 Continue to work with CVAG and the Agua
Caliente Band of Cahuilla Indians toward
development of workforce housing,
including Tribal parcels in the City which
may be appropriate for affordable housing.
On-going coordination with
CVAG and Tribal
government
On-going. A new tribal casino has been constructed in the Downtown which may encourage the development of workforce housing in the area. The City meets quarterly with the Tribe in an effort to coordinate and collabroate on future projects.
Program 2.A.1 The City shall encourage and assist self- help housing funded by non-profit
organizations for single family, infill
development to prevent displacement in
the lower Cove neighborhood and
Panorama neighborhoods.
On-going coordination as
part of the development
application process and
annual Housing Element
review. Work with CVHC
and Habitat for Humanity to
target 10 new self-help units
in the planning period.
Continue under the Community Development Dept. (Redevelopment Agency dissolved)
Program 2.A.2 Continue to distri bute the City’s information for developers and low income households
which detail the programs available to both
parties for assistance in the development
and rehabilitation of low income housing at
City Hall, the Senior Center, and the
Desert Valleys Builders Association
(DVBA) offices.
Annually update posting of
information.
Continue under the Community Development Dept. (Redevelopment Agency dissolved)
3.D.e
Packet Pg. 31
Attachment: 05 - Cathedral City 2023 HE APR - Table D - HE Program Implementation (4150 : Housing Element Annual Progress Report) Program 2.A.3 Should the City be notified of intent to sell or convert Nova Ocotillo Place, all possible
funding sources, including CDBG and
appropriate grant funds, if available, will be
considered to facilitate purchase of such a
project. The City will continue to monitor at-
risk housing, inform tenants of potential
conversion to market rate status, and
educate tenants on the potential purchase
of units. All non-profit organizations that
have expressed an interest in purchasing
such projects, including the Riverside
County Economic Development Agency
Housing Authority and other non-profit
groups will be notified immediately. Non-
profit groups include but are not limited to
National Core, Urban Housing
Communities, Habitat for Humanity, and
Community Preservation Partners. This will
be done in accordance with AB 987. The
City will communicate with the property
owner at least one year prior to the earliest
release date.
On-going monitoring;
coordination with owners of
properties proposed for
conversion and non-profit
organizations one year prior
to the earliest release date.
Continue under the Community Development Dept. (Redevelopment Agency dissolved)
Program 2.A.4 Maintain the City's existing database of
information on the 535 self-help ownership
units in existence in the City, including
current affordability status, year of potential
conversion, and current ownership. This
database will be used to encourage that
these units be conserved at the same
income level as the currently exist,
following lapse of existing covenants. An
annual report of the status of these units
will be made to the Council.
Database update in 2022.
Updated annually thereafter.
Database up to date through June 30, 2023.
Program 2.A.5 Work with Habitat for Humanity and the
Coachella Valley Housing Coalition to
identify locations and develop funding for
self-hel
p ownership housing units.
Establish strategy in 2022-
2023, annually throughout
planning period and as
parcels become available
Estblish strategy in 2024.
Program 2.A.6 Review requests for density bonuses in
affordable housing projects on the basis of
its requirements.
On-going as part of the
development application
process
On-going
Program 2.B.1 In older neighborhoods where extremely-
low, low- and very-low-income households
are a significant portion of the residents,
including the lower Cove and Panorama
neighborhoods, assign bond proceeds in
coordination with annual review of the CIP
for the improvement of streets, water,
sewer, and flood control improvements to
bring these facilities into compliance with
current standards. Target one
improvement project annually in the CIP.
On-going as part of the
annual budget process
This program will not be continued.
Program 2.B.2 Maintain the Ci ty’s database of affordable housing projects and units, and the
Housing Replacement Plan, and develop
action plans should these units be
converted or destroyed per AB 987.
On-going as required by AB
987
Continuing
Program 2.B.3 The Planning Division shall work with
affordable housing development partners
and the County Housing Authority to
identify innovative housing solutions for
extremely-low-, very-low-, low-income
h
ouseholds and the elderly.
On-going as part of the
annual Housing Element
review process.
Continue.
Program 2.C.1 Any conversion of existing mobile home
parks to permanent housing will continue
to be regulated by ordinance to ensure that
an appropriate relocation plan for park
residents is developed and implemented.
In addition, the City will seek to ensure that
existing mobile home parks meet current
standards until such time that they are
converted to permanent housing.
On-going Code Compliance
Division, and as part of the
Planning Department review
of any proposal to convert a
mobile home park.
Continue.
Program 2.C.2 Maintain a mobile home rent control
ordinance which protects all mobile home
residents who do not have long-term lease
a
greements.
On-going per City ordinance Continue.
Program 2.D.1 Continue to pursue prototype higher
density housing in the Downtown area, to
further the concepts of mixed use in the
urban core.
On-going as part of the
development review process
and the annual Housing
Element revie
w
Continue
Program 2.D.2 Maintain provisions in the Zoning
Ordinance which allow for residential uses
in the second story of commercial centers
in the Downtown area.
On-going per City ordinance Various zoning designations and specific plans have been revised to permit mixed used and live/work units.
Program 2.D.3 Develop incentives for consolidating
smaller parcels to better accommodate
affordable housing projects with focus on
the Downtown area. Incentives may
include, but are not limited to, expedited
processing, reduced fees and flexible
development standards such as reduced
parking requirements. The City shall
consolidate all parcels that comprise Sites
#1 (all City-owned), #11, and #12.
On-going as part of the
development review
process. Site #1 parcels
shall be consolidated no
more than 3 years after
approval of this Housing
Element update.
On-going
Program 2.E.1 All projects shall be reviewed by the
Planning Department to ensure that
adequate security and ‘defensible space’ is
provided.
On-going as part of the
development review process
Continue.
Program 2.E.2 All existing assisted affordable housing
projects will provide safe, defensible space
accessible to Police and Fire Departments.
On-going as part of the
inspection process
Police and Fire Department continue to review projects as part of the entitlement process.
3.D.e
Packet Pg. 32
Attachment: 05 - Cathedral City 2023 HE APR - Table D - HE Program Implementation (4150 : Housing Element Annual Progress Report) Program 2.F.1 To remove government constraints to the
development of affordable housing, a
comprehensive update of the Zoning Code
and Zoning Map shall be completed within
2 years of the approval of the Housing
Element to ensure complete zoning
consistency with the General Plan and to
remove governmental constraints to the
provision of all housing types: Allow
transitional and supportive housing by-right
in zones where multifamily and mixed uses
are permitted, including nonresidential
zones permitting multifamily uses pursuant
to Government Code Section 65651;
Update Zoning Code map to include P/IH
overlay zone; Update emergency shelter
parking standards per Government Code
Section 65583 (a) (4); Add ministerial
considerations for second
dwelling/accessory dwelling units and
permit by-right in residential zones
pursuant to Government Code Section
65852.2; Update the definition of "family"
to remove the limit of five unrelated
persons; "Group homes" shall be defined
and allowed in all residential zones by-right
in the same manner as other residential
uses; "Employee housing" shall be defines
and permitted by right if 6 or fewer dwelling
units, 7 or more dwelling units will be
permitted per similar dwelling types of the
2022-2023 All proposed Zoning Ordinance Amendment s have been made except: in Chapter
9.104.060B "Grounds for approving application" under "Reasonable Accommodations for People with Disabilities", remove item 3 which states "the potential impact on adjacent properties" shall be considered when approving reasonable accommodation applications.
Program 3.A.1 All City codes, including the California
Building Code, will be enforced in the City’s
Building Division and Code Enforcement
Division, so that existing units are
maintained in
good repair.
On-going enforcement The Code Enforcement D epartment continues to manage these efforts.
Program 3.A.2 The City shall develop a Housing
Rehabilitation Program that provides
access to low interest loans funded by
CDGB funds to low-income families who
need to make improvements to make their
homes safe to occupy to prevent
displacement risks. As part of this new
program, the City shall also conduct a City-
wide windshield survey every 3 years to
identify general housing conditions to
estimate the number of residential
structures in need of rehabilitation or
replacement. The program should target
short-, medium-, and long-range plans for
the rehabilitation of existing units, and the
development of quality single-family
housing. Special attention should be made
to the area north of Dinah Shore Drive,
generally west of Date Palm Drive, known
as the Whitewater neighborhood. The City
shall strive to assist 40 very low- and low-
income households during the planning
period.
Develop the Housing
Rehabilitation Program no
more than 1 year after
approval of the housing
element update. The
Program shall include a
shedule for windshield
surveys 3 years apart. Code
enforcement is on-going.
On-going
Program 3.A.3 Maintain an inventory that lists existing neighborhoods with substandard
infrastructure, including partially paved
roads, substandard water lines, flooding
problems, absence of sewer service and
lack of street lighting, quantify the need for
improvements and identify funding
sources. Assign bond proceeds in
coordination with annua review of the CIP
for the improvement of streets, water,
sewer, and other substandard
infrastructure improvements to bring these
facilities into compliance with current
standards. Target one improvement
project annually in the CIP.
Once every 5 years This program is ongoing.
Program 3.A.4 The Code Enforcement Department of the
Fire Department shall continue to maintain
and upgrade living conditions in those
neighborhoods with serious endemic
problems to ensure safe, sanitary, and
healthy living condition throughout all
neighborhoods of the City through existing
and future programs such as the Graffiti
Elimination Program. Target 25 homes
annually for living condition upgrades.
On-going The Code Enforcement Departmen t, now under the Community Development Department, continues to manage these efforts. Graffiti abatement has been contracted out which has resulted in more effective abatement of graffiti.
3.D.e
Packet Pg. 33
Attachment: 05 - Cathedral City 2023 HE APR - Table D - HE Program Implementation (4150 : Housing Element Annual Progress Report) Jurisdiction Cathedral
Reporting Year 2023 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto‐populated based on amounts entered in rows 15‐26.
Task $ Amount Awarded $ Cumulative Reimbursement
Requested
Other
Funding Notes
HE Update $75,000.00 None
Pre-Approved ADU Program $75,000.00 None To be initiated before June 2024.
Summary of entitlements, building permits, and certificates of occupancy (auto‐populated from Table A2) Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 45
Deed Restricted 15
Non-Deed Restricted 28
188
276
Current Year
Deed Restricted 0
Non-Deed Restricted 6
Deed Restricted 0
Non-Deed Restricted 10
Deed Restricted 0
Non-Deed Restricted 10
107
133
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 2
12 14
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable.
150,000.00$
Task Status
Completed
Other (Please Specify in Notes)
3.D.f
Packet Pg. 34
Attachment: 06 - Cathedral City HE APR 2023 - LEAP Reporting (4150 : Housing Element Annual Progress Report)
HOUSING SUCCESSOR ANNUAL REPORT
March 31, 2024
Kevin Biersack,
Financial Services Director
LOW AND MODERATE INCOME HOUSING ASSET FUND
FOR FISCAL YEAR 2022/2023
PURSUANT TO
CALIFORNIA HEALTH AND SAFETY CODE SECTION 34176.1(f)
FOR THE
CATHEDRAL CITY HOUSING SUCCESSOR AGENCY
3.D.g
Packet Pg. 35
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report)
HOUSING SUCCESSOR ANNUAL REPORT TABLE OF CONTENTS
INTRODUCTION ............................................................................................................................... ....... 3 LOAN PAYMENTS RECEIVED ........................................................................................................... 3 AMOUNT DEPOSITED INTO LMIHAF ............................................................................................... 3 ENDING BALANCE OF LMIHAF ........................................................................................................ 4 DESCRIPTION OF EXPENDITURES FROM LMIHAF ............................................................................ 4 TABLE 1: DESCRIPTION OF LMIHAF EXPENDITURES ................................................................................... 4 STATUTORY VALUE OF ASSETS OWNED BY HOUSING SUCCESSOR .................................................. 4 TABLE 2: STATUTORY VALUE OF ASSETS OWNED BY HOUSING SUCCESSOR ................................................ 4 DESCRIPTION OF TRANSFERS .......................................................................................................... 5 PROJECT DESCRIPTIONS .................................................................................................................. 5 STATUS OF COMPLIANCE WITH SECTION 33334.16......................................................................... 5 TABLE 3A: SECTION 33334.16 COMPLIANCE................................................................................................ 5 TABLE 3B: SECTION 33334.16 COMPLIANCE ................................................................................................ 6 TABLE 3C: SECTION 33334.16 COMPLIANCE ................................................................................................ 8 DESCRIPTION OF OUTSTANDING OBLIGATIONS UNDER SECTION 33413. ........................................ 8 INCOME TEST .................................................................................................................................. 8 TABLE 4: INCOME TEST ............................................................................................................................... 9 SENIOR HOUSING TEST ................................................................................................................... 9 TABLE 5: SENIOR HOUSING TEST ................................................................................................................ 9 EXCESS SURPLUS TEST .................................................................................................................... 9 TABLE 6: EXCESS SURPLUS TEST ................................................................................................................ 10 HOMEOWNERSHIP UNITS SUBJECT TO COVENANTS/RESTRICTIONS ............................................. 10 TABLE 7: HOMEOWNERSHIP UNITS SUBJECT TO COVENANTS/RESTRICTIONS .......................................... 10
3.D.g
Packet Pg. 36
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report) Housing Successor Annual Report
March 31, 2024
CATHEDRAL CITY HOUSING SUCCESSOR AGENCY
INTRODUCTION
This Housing Successor Annual Report (“Report”) addresses the requirements of California Health and Safety Code Section 34176.1(f) regarding the Low and Moderate Income Housing Asset Fund (“LMIHAF”). This Report outlines the financial and housing covenant details of the Cathedral City Housing Successor Agency (“Housing Successor”) for Fiscal Year 2022- 2023 (the “Fiscal Year”). The purpose of this Report is to provide the governing body of the Housing Successor an annual report on the housing assets and activities of the Housing Successor under Part 1.85, Division 24 of the California Health and Safety Code, in particular sections 34176 and 34176.1 (“Dissolution Law”).
This report includes discussion on the deposits to, ending balance of, and expenditures from the LMIHAF. A description of the Housing Successor’s assets, and any transfers of assets to other housing successor agencies are address ed as well. The report also discusses the Housing Successor’s current projects, acquisitions of any real property since February 1, 2012, or any outstanding obligations. Finally, as required by law, three separate tests are discussed – the income test, senior housing test, and excess surplus test.
The financial portion of the Report is based on the independent financial audit of the Low and Moderate Income Housing Asset Fund for Fiscal Year 2022-2023 as prepared by Lance, Soll & Lunghard, LLP (“Auditor”) as part of the audit for the City of Cathedral City. The financial audit was provided to the City Council on December 28, 2023 and is separate from this annual summary report. In addition, this Report and the former redevelopment agency’s pre- dissolution Implementation Plans are available to the public on the City’s website. (http://www.cathedralcity.gov)
LOAN PAYMENTS RECEIVED
This section provides the total amount of loan repayments received during the fiscal year pursuant to the loan repayment formula described in Section 34191.4(b)(3)(A).
There was no outstanding loan between the City and the redevelopment agency. Therefore, there were no monies received/deposited in accordance with Section 34191.4(b)(3)(A).
AMOUNT DEPOSITED INTO LMIHAF
This section provides the total amount of funds deposited into the LMIHAF during the Fiscal Year. Any amounts deposited pursuant to Se ction 34191.4(b)(3)(B) and (C), and any amounts deposited for items listed on the Rec ognized Obligation Payment Schedule (“ROPS”) must be distinguished from the other amounts deposited.
A total of $154,460 was deposited into the LMIHAF during the Fiscal Year. Of the total funds deposited into the LMIHAF, a total of $0 was held for items listed on the ROPS. These deposits originated from housing program loan repayments.
3.D.g
Packet Pg. 37
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report) Housing Successor Annual Report
March 31, 2024
CATHEDRAL CITY HOUSING SUCCESSOR AGENCY
ENDING BALANCE OF LMIHAF
This section provides a statement of the balance in the LMIHAF as of the close of the Fiscal Year. Any amounts deposited for items listed on the ROPS must be distinguished from the other amounts deposited.
At the close of the Fiscal Year, the ending balance in the LMIHAF was $11,714,540, of which $0 was held for items listed on the ROPS.
DESCRIPTION OF EXPENDITURES FROM LMIHAF
This section provides a description of the expenditures made from the LMIHAF during the Fiscal Year. The expenditures are to be categorized. There was a total of $120,837 expended from the LMIHAF, divided into the following categories:
TABLE 1: DESCRIPTION OF LMIHAF EXPENDITURES
STATUTORY VALUE OF ASSETS OWNED BY HOUSING SUCCESSOR
This section provides the statutory value of real property owned by the Housing Successor, the value of loans, loan interest and grants receivables, and the sum of these two amounts.
TABLE 2: STATUTORY VALUE OF ASSETS OWNED BY HOUSING SUCCESSOR
Total
Expenditures
Maintenance, Monitoring, and Administration Expenditures $ 120,837 Homeless Prevention and Rapid Rehousing Services Expenditures (Relocation) Housing Development Expenditures (Total of Next Three Lines) Expenditures on Moderate Income Units $ - Expenditures on Low Income Rental Units $ - Expenditures on Very-Low Income Rental Units $ - Expenditures on Extremely-Low Income Rental Units $ - Total LMIHAF Expenditures in Fiscal Year $ 120,837 (All assistance was for rental units)
Cap on Administration Expenditures:
5% of Statutory Value of Assets or $254,500, whichever is greater $ 628,070 Description of Expenditures - Current Year
Asset Type
Loans (Many of which are forgivable) $12,028,404
Land (Real Property) 532,996
Total Assets $12,561,400
Statutory Value of Assets
3.D.g
Packet Pg. 38
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report) Housing Successor Annual Report
March 31, 2024
CATHEDRAL CITY HOUSING SUCCESSOR AGENCY
DESCRIPTION OF TRANSFERS
The Housing Successor did not make any transfers to other agencies in the Fiscal Year.
PROJECT DESCRIPTIONS
The Housing Successor did not have any projects for which it receives or holds property tax revenue pursuant to the ROPS.
STATUS OF COMPLIANCE WITH SECTION 33334.16
This section provides a status update on compliance with Section 33334.16 for interests in real property acquired by the former redevelopment agency prior to February 1, 2012. For interests in real property acquired on or after February 1, 2012, provide a status update on the project.
Section 34176.1 provides that Section 33334.16 does not apply to interests in real property acquired by the Housing Successor on or after February 1, 2012; however, this Report presents a status update on the project related to such real property.
With respect to interests in real property acquired by the former redevelopment agency prior to February 1, 2012, the time period described in Section 33334.16 shall be deemed to have commenced on the date that the Department of Finance approved the property as a housing asset in the LMIHAF; thus, as to real proper ty acquired by the former redevelopment agency now held by the Housing Successor in the LMIHAF, the Housing Successor must initiate activities consistent with the development of the real property for the purpose for which it was acquired within five years of the date of the DOF approved such property as a housing asset.
The following provides a status update on the real property or properties housing asset(s) acquired prior to February 1, 2012 and compliance with the five-year period. Table 3A is a listing of the remaining housing assets. Table 3B is a listing of housing assets sold and/or donated in prior fiscal years.
TABLE 3A: SECTION 33334.16 COMPLIANCE
APN
Date
Acquire d
DOF Transfer
Approv al
Original
Cost
675-030-022 2011 9/7/2012 $ 10,640
675-030-039 2011 9/7/2012 23,846
675-030-047 2011 9/7/2012 10,773
675-030-049 2011 9/7/2012 69,950
675-030-050 2011 9/7/2012 86,235
687-196-001-006 2000 9/7/2012 331,552
687-198-001-006 2000 9/7/2012 0
TOTAL $ 532,996
3.D.g
Packet Pg. 39
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report) Housing Successor Annual Report
March 31, 2024
CATHEDRAL CITY HOUSING SUCCESSOR AGENCY
TABLE 3B: SECTION 33334.16 COMPLIANCE
Continued on next page
APN
Date
Acquir e d
DOF Transfer
Approval
Original
Cost Status of Activity
660-360-012 2009 9/7/2012 $106,000 Sold FY 19/20-Housing Fund Replenished 675-271-040 2004 9/7/2012 8,074 Sold FY 17/18-Housing Fund Replenished 675-292-010 2006 9/7/2012 5,537 Sold FY 16/17-Housing Fund Replenished 677-291-021 1993 9/7/2012 16,500 Sold FY 17/18-Housing Fund Replenished 677-291-022 1994 9/7/2012 13,000 Sold FY 17/18-Housing Fund Replenished 677-331-003 1993 9/7/2012 10,400 Sold FY 18/19-Housing Fund Replenished 677-373-008 1995 9/7/2012 34,600 Sold FY 18/19-Housing Fund Replenished 677-382-005 1993 9/7/2012 15,250 Sold FY 17/18-Housing Fund Replenished 677-382-006 1993 9/7/2012 15,250 Sold FY 17/18-Housing Fund Replenished 677-382-007 2003 9/7/2012 30,325 Sold FY 17/18-Housing Fund Replenished 677-382-008 2001 9/7/2012 26,744 Sold FY 17/18-Housing Fund Replenished 677-383-001 1993 9/7/2012 16,750 Sold FY 17/18-Housing Fund Replenished 677-383-002 1993 9/7/2012 16,750 Sold FY 17/18-Housing Fund Replenished 677-393-003 2004 9/7/2012 10,000 Sold FY 17/18-Housing Fund Replenished 677-441-011 2003 9/7/2012 3,000 Sold FY 18/19-Housing Fund Replenished 677-441-012 2003 9/7/2012 3,000 Sold FY 18/19-Housing Fund Replenished 677-442-015 2004 9/7/2012 2,688 Sold FY 18/19-Housing Fund Replenished 677-445-014 2004 9/7/2012 2,252 Sold FY 18/19-Housing Fund Replenished 677-510-061 2011 4/28/2014 0 Sold FY 18/19-Housing Fund Replenished 678-081-019 2004 9/7/2012 7,481 Sold FY 16/17-Housing Fund Replenished 680-251-055 1995 9/7/2012 6,727 Sold FY 17/18-Housing Fund Replenished 680-301-001 2005 9/7/2012 130,000 Sold FY 17/18-Housing Fund Replenished 680-301-002 2005 9/7/2012 130,000 Sold FY 17/18-Housing Fund Replenished 680-401-010 1996 9/7/2012 4,840 Sold FY 16/17-Housing Fund Replenished 680-442-039 1998 4/28/2014 0 Sold FY 16/17-Housing Fund Replenished 680-482-018 4/28/2014 0 Sold FY 17/18-Housing Fund Replenished 687-197-002 2001 9/7/2012 46,434 Sold FY 17/18-Housing Fund Replenished 687-197-006 2005 9/7/2012 125,000 Sold FY 17/18-Housing Fund Replenished 687-197-007 2005 9/7/2012 150,000 Sold FY 17/18-Housing Fund Replenished 687-197-014 1999 9/7/2012 70,220 Sold FY 17/18-Housing Fund Replenished 687-212-001 1995 9/7/2012 97,190 Sold FY 16/17-Housing Fund Replenished 687-212-002 1995 9/7/2012 82,000 Sold FY 16/17-Housing Fund Replenished 687-212-003 1995 9/7/2012 31,000 Sold FY 16/17-Housing Fund Replenished 687-212-004 1995 9/7/2012 32,000 Sold FY 16/17-Housing Fund Replenished 687-212-005 1995 9/7/2012 41,999 Sold FY 16/17-Housing Fund Replenished 687-213-001 2006 9/7/2012 197,785 Sold FY 17/18-Housing Fund Replenished 687-213-003 2005 9/7/2012 90,750 Sold FY 17/18-Housing Fund Replenished 687-213-004 2005 9/7/2012 90,750 Sold FY 17/18-Housing Fund Replenished 687-213-007 2006 9/7/2012 195,500 Sold FY 17/18-Housing Fund Replenished 687-213-008 2002 9/7/2012 71,538 Sold FY 17/18-Housing Fund Replenished 687-213-010 2002 9/7/2012 70,990 Sold FY 17/18-Housing Fund Replenished 687-213-011 2008 9/7/2012 282,635 Sold FY 17/18-Housing Fund Replenished
3.D.g
Packet Pg. 40
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report) Housing Successor Annual Report
March 31, 2024
CATHEDRAL CITY HOUSING SUCCESSOR AGENCY
Health and Safety Code Section 33334.16 required former redevelopment agencies to initiate activities, such as zone changes or disposition and development agreements within five years of acquiring a property. Pursuant to Health and Safety Code Section 33334.16, the legislative body is authorized to extend the deadline to initiate activities by an additional five years upon affirming the intention to develop housing affordable to households of low and moderate income.
APN
Date
Acquir e d
DOF Transfer
Approval
Original
Cost Status of Activity
687-214-002 2002 9/7/2012 141,285 Sold FY 14/15-Housing Fund Replenished 687-214-007 2004 9/7/2012 33,647 Sold FY 17/18-Housing Fund Replenished 687-214-008 2002 9/7/2012 153,152 Sold FY 17/18-Housing Fund Replenished 687-215-001 1995 9/7/2012 30,926 Sold FY 16/17-Housing Fund Replenished 687-215-002 1999 9/7/2012 34,505 Sold FY 16/17-Housing Fund Replenished 687-215-003 1996 9/7/2012 19,700 Sold FY 16/17-Housing Fund Replenished 687-215-004 9/7/2012 0 Sold FY 16/17-Housing Fund Replenished 687-216-014 2004 9/7/2012 90,500 Sold FY 17/18-Housing Fund Replenished 687-241-038 2001 9/7/2012 96,004 Sold FY 17/18-Housing Fund Replenished 670-197-005 2004 9/7/2012 12,923 Sold FY 16/17-Housing Fund Replenished 675-242-005 2004 9/7/2012 16,417 Sold FY 16/17-Housing Fund Replenished 675-271-036 2004 9/7/2012 13,797 Sold FY 17/18-Housing Fund Replenished 675-271-037 2004 9/7/2012 17,909 Sold FY 17/18-Housing Fund Replenished 675-271-041 2004 9/7/2012 14,490 Sold FY 17/18-Housing Fund Replenished 675-271-042 2004 9/7/2012 14,491 Sold FY 17/18-Housing Fund Replenished 675-302-015 2004 9/7/2012 21,481 Sold FY 17/18-Housing Fund Replenished 675-362-012 2004 9/7/2012 15,846 Sold FY 16/17-Housing Fund Replenished 677-510-046 2010 9/7/2012 748,146 Sold FY 17/18-Housing Fund Replenished 677-443-004 2004 9/7/2012 2,192 Sold FY 17/18-Housing Fund Replenished 677-443-005 2004 9/7/2012 2,192 Sold FY 17/18-Housing Fund Replenished 680-252-022 2004 9/7/2012 20,807 Sold FY 17/18-Housing Fund Replenished 680-302-021 2004 9/7/2012 20,568 Sold FY 17/18-Housing Fund Replenished 680-401-008 2004 9/7/2012 3,065 Sold FY 16/17-Housing Fund Replenished 680-421-031 2004 9/7/2012 10,762 Sold FY 17/18-Housing Fund Replenished 680-432-011 2004 9/7/2012 11,949 Sold FY 17/18-Housing Fund Replenished 687-241-027 2003 9/7/2012 94,568 Sold FY 17/18-Housing Fund Replenished 660-360-004 2005 9/7/2012 36,040 Sold, Housing Fund Replenished 660-360-005 2005 9/7/2012 39,043 Sold, Housing Fund Replenished 660-360-006 2005 9/7/2012 40,044 Sold, Housing Fund Replenished 677-332-003 2007 9/7/2012 95,000 Exchanged FY 2015/16 for other property of equal current fair market value–Table 3B
677-410-009 2006 9/7/2012 2,870,000 Exchanged FY 2015/16 for other property of equal current fair market value–Table 3B
687-215-006 2008 9/7/2020 175,000 Sold FY 17/18-Housing Fund Replenished TOTAL $7,187,408
3.D.g
Packet Pg. 41
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report) Housing Successor Annual Report
March 31, 2024
CATHEDRAL CITY HOUSING SUCCESSOR AGENCY
Table 3C provides a status update on the project(s) for property or properties acquired by the Housing Successor using LMIHAF on or after February 1, 2012.
TABLE 3C: SECTION 33334.16 COMPLIANCE
DESCRIPTION OF OUTSTANDING OBLIGATIONS UNDER SECTION 33413.
This section describes the outstanding inclusionary housing obligations, if any, under Section 33413 that remained outstanding prior to dissolution of the former redevelopment agency as of February 1, 2012 along with the Housing Successor’s progress in meeting those prior obligations, if any, of the former redevelopment agency and how the Housing Successor plans to meet unmet obligations, if any.
The former redevelopment agency had an outstanding inclusionary housing obligation of 910 units through February 1, 2012. The Housing Successor does have a significant land inventory that can be committed towards partially fulfilling this obligation and is partnering with non-profit housing entities to identify available funding sources that may make development of affordable housing feasible on some of this land.
INCOME TEST
This section provides the information required by Section 34176.1(a)(3)(B), or a description of expenditures by income restriction for a five-year period, beginning on January 1, 2014 and whether the statutory thresholds have been met. Reporting of the Income Test is required starting in 2019 (FY 2019-2020 report). Due to funding constraints, no expenditures had been made between Fiscal Year 2014-2015 through Fiscal Year 2019-2020.
The following expenditures are outlined on Table 4:
During FY 2020-2021 and FY 2021-2022, expenditures resulted in:
o the rehabilitation of 222 assisted units, and
o 59 new units, which were completed in November 2022.
During FY 2022-2023 there were no expenditures other than maintenance monitoring and administration expenditures.
APN
Date
Acquired
Acquisition
Method
Original
Cost Status of Activity
678-060-001 2016 Land swap w/ City $99,000 Donated FY20/21, DDA Veteran Housing (UHC) 678-060-002 2016 Land swap w/ City 50,000 Donated FY20/21, DDA Veteran Housing (UHC) 678-060-003 2016 Land swap w/ City 99,000 Donated FY20/21, DDA Veteran Housing (UHC) 678-060-004 2016 Land swap w/ City 99,000 Donated FY20/21, DDA Veteran Housing (UHC) 678-060-005 2016 Land swap w/ City 99,000 Donated FY20/21, DDA Veteran Housing (UHC) 678-060-049 2016 Land swap w/ City 50,000 Donated FY20/21, DDA Veteran Housing (UHC) 678-060-050 2016 Land swap w/ City 50,000 Donated FY20/21, DDA Veteran Housing (UHC) 678-060-051 2016 Land swap w/ City 99,000 Donated FY20/21, DDA Veteran Housing (UHC) 678-060-052 2016 Land swap w/ City 50,000 Donated FY20/21, DDA Veteran Housing (UHC) 678-060-053 2016 Land swap w/ City 99,000 Donated FY20/21, DDA Veteran Housing (UHC) TOTAL $794,000
3.D.g
Packet Pg. 42
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report) Housing Successor Annual Report
March 31, 2024
CATHEDRAL CITY HOUSING SUCCESSOR AGENCY
TABLE 4: INCOME TEST
Note: Although there are expenditures being reported as “Expenditures on Low Income Rental Units”, these units are under 60% of the area median income (AMI).
SENIOR HOUSING TEST
This section provides the percentage of units of deed-restricted rental housing restricted to seniors and assisted individually or jointly by the Housing Successor, its former Redevelopment Agency, and its host jurisdiction within the previous 10 years in relation to the aggregate number of units of deed-restricted rental housing assisted individually or jointly by the Housing Successor, its former Redevelopment Agency and its host jurisdiction within the same time period. For this Report, the ten-year period reviewed is July 1, 2013 to June 30, 2023.
TABLE 5: SENIOR HOUSING TEST
EXCESS SURPLUS TEST
The Housing Successor has a computed excess surplus pursuant to Health and Safety Code Section 34176.1. For the purpose of this section of the Report, pursuant to Section 34176.1(d), “’excess surplus’ shall mean an unencumbered amount in the account (cash) that exceeds the greater of one million dollars ($1,000,000) or the aggregate amount deposited into the account during the housing successor’s preceding four fiscal years, whichever is greater.” If the Unencumbered Amount (See Table 6) does not exceed the greater of the aggregate amount deposited into the LMIHAF during the preceding four fiscal years or $1,000,000, whichever is greater, there is no excess surplus. The Housing Successor currently has a computed excess surplus of $1,094,500.
Total
Expenditures Percentage
Homeless Prevention and Rapid Rehousing Services Expenditures (Relocation) Housing Development Expenditures (Total of Next Three Lines) Expenditures on Moderate Income Units $ - 0% Expenditures on Low Income Rental Units $ 491,525 18% Expenditures on Very-Low Income Rental Units $ 1,393,944 50% Expenditures on Extremely-Low Income Rental Units $ 879,650 32% Total LMIHAF Expenditures since Fiscal Year 2014-15 $ 2,765,120 100% (All assistance was for rental units)
Five Year Cash Expenditure by Income
Unit Category
Assisted Senior Rental Units 222
Total Assisted Rental Units 281
Senior Housing Test (%) 79%
# of Units
3.D.g
Packet Pg. 43
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report) Housing Successor Annual Report
March 31, 2024
CATHEDRAL CITY HOUSING SUCCESSOR AGENCY
TABLE 6: EXCESS SURPLUS TEST
HOMEOWNERSHIP UNITS SUBJECT TO COVENANTS/RESTRICTIONS
The Housing Successor is required to provide an inventory of homeownership units assisted by the former redevelopment agency of the housing successor subject to covenants or restrictions or to an adopted program that protects the former redevelopment agency’s investment of moneys from the Low and Moderate Income Housing Asset Fund. The inventory shall include the following information:
(a) Number of units.
(b) For the first report, the number of units lost to the portfolio after February 1, 2012 and the reason(s) for the loss. For subsequent reports, the number of units lost to the portfolio in the last fiscal year and the reason for the losses.
(c) Any funds returned to the Housing Successor as part of an adopted program that protects the former redevelopment agency’s investment of money from the Low and Moderate Income Housing Asset Fund.
(d) Whether the Housing Successor has contracted with an outside entity for the management of the units, and, if so, the identity of the entity.
The inventory of homeownership units is included in Table 7 below.
TABLE 7: HOMEOWNERSHIP UNITS SUBJECT TO COVENANTS/RESTRICTIONS
FY 2022-2023
Housing Successor Funds (Cash) $ 2,678,740
Encumbered Housing Successor Funds - Unencumbered Balance $ 2,678,740
Aggregate Deposited for Last Four Years $ 1,584,240 Greater of Aggregate Deposited for Last Four Years or $1,000,000 $ 1,584,240 Computed Excess Surplus $ 1,094,500
Computed Excess Surplus
FY 2022-2023
Total number of homeownership units assisted by the former 131 redevelopment agency as of February 1, 2012
Number of units lost after February 1, 2012 (02/01/12 – 06/30/2022) 39 Reason for loss – Sale/Foreclosure
Number of units lost this reporting period (07/01/2022 – 06/30/2023) - Reason for loss – Affordability Restriction Expired
Funds returned to Housing Successor 07/01/2022 – 06/30/2023) $ - Contract with outside entity for management of units and the Not Applicable identity of the entity
Inventory of Homeownership Units
3.D.g
Packet Pg. 44
Attachment: 07 - Cathedral City Housing Successor Annual Report FY 22-23 (4150 : Housing Element Annual Progress Report)
Cathedral City Page 1 of 2 Printed on 3/27/2024
Staff Report
City Council
Item No. 3.E
Meeting Date: March 27, 2024
From: Sandra Molina, Deputy Director of Development Services Title: Zoning Ordinance Amendment 23 -002 - Amend the Zoning Ordinance to add Chapter 9.116 Two -Unit Residential
Developments and Urban Lot Splits
City Council
RECOMMENDATION:
To provide second reading by title only, and adopt an ordinance adding Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits to Title 9 of the Cathedral City Municipal Code.
BACKGROUND/DISCUSSION:
Attached for adoption is an ordinance adding Chapter 9.116 Two -Unit Residential Developments and Urban Lot Splits to Title 9 of the Cathedral City Municipal Code, in accordance with SB 9 enacting the California legislature.
On March 13, 2024 , the City Council conducted a public hearing and moved to introduce the proposed ordinance, attached to this agenda report.
FISCAL IMPACT:
Other than standard staff costs associated with preparation of the ordinance and associated reports, no adverse fiscal impact will occur.
FIVE-YEAR STRATEGIC PLAN:
Goal F - EMBRACING, INCLUSIVE COMMUNITY
Objective: Cathedral City is valued and respected as a community that welcomes and embraces diversity, has an abundance of high quality and affordable housing options and vibrant businesses. Our neighborhoods are attractive, well -maintained, and issues surrounding homelessness have been compassionately addressed with thoughtful, coordinated, and collaborative programs.
3.E
Packet Pg. 45
Cathedral City Page 2 of 2 Printed on 3/27/2024
ATTACHMENTS:
SB 9 Ordinance_3.13.2024
3.E
Packet Pg. 46
ORDINANCE NO. ____
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CATHEDRAL CITY CALIFORNIA, ADDING CHAPTER 9.11 6 TO TITLE 9 OF THE
CATHEDRAL CITY MUNICIPAL CODE IN ACCORDANCE WITH
SENATE BILL 9
WHEREAS, on September 16, 2021, Governor Newsom the Governor signed into law legislation known as Senate Bill 9, the “California H.O.M.E. Act” (SB 9), which adds Section 65852.21 to the Government Code to require a ministerial revie w process for eligible development of up to two principal dwelling units on a parcel in a single -family residential zone and also adds Section 66411. 7 to require a ministerial review process for eligible "urban lot splits," to create two new parcels for residential uses in a single - family residential zone. SB 9 became effective on January 1, 2022; and WHEREAS, absent a locally adopted SB 9 ordinance, the City is required to process any SB 9 development proposal by applying State law as described in Government Code Sections 65852.21 and 66411.7; and
WHEREAS, SB 9 allows local agencies to impose objective zoning, subdivision, and design review standards on the construction of two residential dwellings on single-family lots, subject to certain limitations; and
WHEREAS, City Council desires to amend Title 9 to implement the provisions of SB 9 with specific objective zoning, subdivision, and design review standards; and WHEREAS, pursuant to Government Code Sections 65252.21(j) and 66411.7(n), a local agency may adopt an ordinance to implement SB 9 and that ordinance shall not be considered a project under Division 13 (commencing with Section 21000) of the California Public Resources Code.
THEREFORE, THE CITY COUNCIL OF THE CITY OF CATHEDRAL CITY ORDAINS AS FOLLOWS:
SECTION 1. ADDITION OF CHAPTER 9.11 6 OF THE CITY OF CATHEDRAL CITY
MUNICIPAL CODE
Chapter 9.116 is added to the City of Cathedral City Municipal Code to read as shown on Exhibit “A” attached hereto.
SECTION 2. CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
Adoption of this ordinance is exempt from the requirements of the CEQA and is not considered a project under Division 13 (commencing with Section 21000) of the California
3.E.a
Packet Pg. 47
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
Public Resources Code pursuant to Government Code Sections 65252.21(j) and 66411.7(n).
SECTION 3. SEVERABILITY
If any chapter, sections, subsections, subdivisions, sentences, clauses, phrases, or portion of this ordinance, is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision will not affect the validity of the remaining portions of this ordinance. The City Counci l hereby declares that it would have adopted this ordinance, and each chapter, sections, subsections, subdivisions, sentences, clauses, phrases, or portion thereof, irrespective of the fact that any one or more sections, subsections, subdivisions, sentence s, clauses, phrases, or portions thereof be declared invalid or unconstitutional.
SECTION 4. POSTING
The City Clerk shall, within fifteen (15) days after passage of this Ordinance, cause it to be posted in at least three (3) designated public places; shall certify to the adoption and posting of this Ordinance; and shall cause this Ordinance and its certification, together with proof of posting, to be entered in the Book of Ordinances of this City.
SECTION 5. CERTIFICATION
The foregoing Ordinance was approved and adopted at a meeting of the City Council held on the ____ day of _____________, 2024, by the following vote:
Ayes:
Noes:
Abstain:
Absent:
___________________________
Mark Carnevale, Mayor
ATTEST:
____________________________
Tracey Hermosillo, City Clerk
APPROVED AS TO FORM:
____________________________
Eric S. Vail, City Attorney
3.E.a
Packet Pg. 48
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
EXHIBIT “A”
Chapter 9.116 TWO-UNIT RESIDENTIAL DEVELOPMENTS AND URBAN LOT SPLITS
9.116.020 Definitions.
"Accessory dwelling unit (ADU)" and "Junior accessory dwelling unit (JADU)" shall have the meanings ascribed to these terms in chapter 9.114 of this municipal code.
"Director" means the director of development services or their designee. "New primary dwelling unit" means either a new, additional dwelling unit that is created or an existing dwelling unit that is expanded but does not include an ADU or a JADU.
"Single-family residential zone" shall have the same meaning as in California Government Code Section 65852.21. A single-family residential zone includes the residential estate (RE) or single -family residential (R -1) zoning district s and any property in a specific plan intended primarily for single-family residential use. "SB 9 two-unit residential development" shall mean a housing development containing no more than two primary residential units within a single -family residential zone that qualifies for ministerial review pursuant to California Government Code Section 65852.21 and this Section. A housing development contains two residential units if the development proposes no more than two (2) new units or if it proposes to add one (1) new unit to one (1) existing primary unit. "Urban lot split" shall mean the ministerial review of a tentative parcel map and the subsequent final parcel map to subdivide one (1) lot into two (2) lots within a single-family residential zone pursuant to California Government Code Section 66411.7.
9.116.030 Interpretation.
The provisions of this Section shall be interpreted to be consistent with the provisions of California Government Code Sections 65852.21 and 66411.7 and shall be applied in a manner consistent with state law. The City shall not apply any requirement or development standard provided for in this Section to the extent prohibited by any provision of State law.
3.E.a
Packet Pg. 49
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
9.116.040 Permit Application and Review Procedures.
A. Application. An applicant for an SB 9 two-unit residential development or an urban lot split shall submit an application on a form prepared by the City, along with all information and materials prescribed by such form. No application shall be accepted unless it is completed as prescribed and is accompanied by payment for all applicable fees.
B. Review. Consistent with State law, the Director will consider and approve or disapprove a complete application for a SB 9 two-unit residential development or an urban lot split ministerially, without discretionary review or public hearing.
C. Nonconforming Conditions. A SB 9 two -unit residential development may only be approved if all nonconforming zoning conditions pursuant to Chapter 9.66 of this municipal code are corrected. The correction of legal nonconforming zoning conditions is not a condition for ministerial approval of a parcel map for an urban lot split.
D. Effectiveness of Approval. The ministerial approval of a SB 9 two -unit residential development or a parcel map for an urban lot split does not take effect until the City has confirmed that all required documents have been recorded.
E. Hold Harmless. Approval of a SB 9 two-unit residential development or a parcel map for an urban lot split shall be conditioned on the applicant agreeing to defend, indemnify and hold harmless the City, its officers, agents, employees and/or consultant s from all claims and damages (including attorney's fees) related to the approval and its subject matter.
F. Specific, Adverse Impacts. Notwithstanding anything else in this Section, the director may deny an application for a SB 9 two-unit residential development or a parcel map for an urban lot split if the building official makes a written finding, based on a preponderance of the evidence, that the project would have a specific, adverse impact, a s defined and determined in paragraph (2) of subdivision (d) of California Government Code Section 65589.5, on either public health and safety or on the physical environment and for which there is no feasible method to satisfactorily mitigate or avoid the specific adverse impact.
9.116.050 Qualifying Requirements.
A. A proposed SB 9 two-unit residential development or urban lot split shall meet all of the following requirements in order to qualify for ministerial review pursuant to the provisions of this Section. It shall be the responsibility of the applicant to demon strate to the reasonable satisfaction of the director that each of these requirements is satisfied.
The applicant and each owner of the property shall provide a sworn statement, in a form approved by the director, attesting to all facts necessary to establish that each requirement is met. The City may conduct its own inquiries and investigation to ascertain the veracity of the sworn statements, including, but not limited to, interviewing prior
3.E.a
Packet Pg. 50
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
owners and occupants of the subject property, interviewing owners and occupants of nearby properties, and reviewing tax records, and may require additional evidence necessary to support the sworn statements, as determined by the director in their reasonable discretion.
1. Except as specified below, the subject property shall be located within a single-family residential zone as defined in Section 9.116.020.
2. The proposed development shall not be located on any site identified in subparagraphs (B) to (K), inclusive, of paragraph (6) of subdivision (a) of California Government Code Section 65913.4, unless the development satisfies the requirements specified therein. Such sites include, but are not limited to, prime farmland, wetlands, high or very high fire hazard severity zones, special flood hazard areas, regulatory floodways, and lands identified for conservation or habitat preservation as specifically defined in Government Code Section 65913.4.
3. The proposed development shall not be located within a historic district or on property included on the State Historic Resources Inventory, as defined in Section 5020.1 of the California Public Resources Code, or within a site that is designated or listed as a City landmark or historic property pursuant to a City ordinance and/or the City of Cathedral City Historical Resources Survey.
4. The proposed development shall not require the demolition or alteration of housing that is subject to a recorded covenant, ordinance, or law that restricts rents to levels affordable to persons and families of moderate, low, or very low income.
5. The proposed development shall not require the demolition or alteration of housing that is subject to any form of rent or price control.
6. The proposed development shall not require the demolition or alteration of housing that has been occupied by a tenant within the last three (3) years.
7. If any existing or previously demolished housing unit on the lot has been occupied by a tenant in the last three (3) years, the proposed development shall not involve the demolition of more than 25 percent of the existing exterior structural walls of any housing unit on the lot.
8. In the case of an urban lot split, the subject property shall be owned solely by one or more individual property owners. “Individual property owner” does not include any corporation or corporate person of any kind (partnership, LP, LLC, C corp, S corp, etc.) except for a community land trust (as defined by Revenue and Taxation Code Section 402.1(a)(11)(C)(ii)) or a qualified nonprofit corporation (as defined by Section 214.15).
3.E.a
Packet Pg. 51
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
9. In the case of an urban lot split, the lot proposed to be subdivided shall not have been established through a prior urban lot split.
10. In the case of an urban lot split, the lot proposed to be subdivided ("subject lot") is not adjacent to any lot that was established through an urban lot split by the owner of the subject lot or by any person acting in concert with the owner of the subject lot.
9.116.060 Number of Dwelling Units Permitted on a Lot.
A. Notwithstanding any other provisions of this Code, State law requires the City to permit a lot located within a single-family residential zone to contain two (2) primary dwelling units, provided both units are developed and maintained in compliance with the standards and requirements set forth in this Section.
B. Provided the lot is not subdivided or created through an urban lot split, development of two (2) primary dwelling units on a lot through a SB 9 two-unit residential development in conformance with this Section does not preclude the development or maintenance of an ADU and/or JADUs on a lot to the extent permitted by Chapter 9.114 and State law.
C. No more than two (2) primary dwelling units of any kind may be constructed or maintained on a lot that results from an urban lot split.
9.116.070 Separate Conveyance.
A. Primary dwelling units located on the same lot may not be owned or conveyed separately from one another. All fee interest in a lot and all dwellings shall be held equally and undivided by all individual owners of the lot.
B. Separate conveyance of the two (2) lots resulting from an urban lot split is permitted.
If dwellings or other structures (such as garages) on different lots are adjacent or attached to each other, the urban lot split boundary may separate them for conveyan ce purposes if the structures meet building code safety standards and are sufficient to allow separate conveyance. If any attached structures span or will span the new lot line, appropriate covenants, easements or similar documentation allocating lega l and financial rights and responsibilities between the owners of the two (2) lots ("CC&Rs") for construction, reconstruction, use, maintenance, and improvement of the attached structures and any related shared drive aisles, parking areas, or other portion s of the lot shall be recorded before the City will approve a final parcel map for the urban lot split. Notwithstanding the provision of such CC&Rs, however, where attached structures and/or related shared facilities span a lot line resulting from an urban lot split, all owners of both lots shall be jointly and severally responsible for the use and maintenance of such structures and/or shared facilities in compliance with all provisions of this Code.
3.E.a
Packet Pg. 52
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
C. Condominium airspace divisions and common interest developments are not permitted on a lot created through an urban lot split or containing an SB 9 twounit residential development.
9.116.080 Residential Use Only.
A. No non-residential use is permitted on any lot created through an urban lot split or containing an SB 9 two-unit residential development.
9.116.090 No Short Term Vacation Rentals Permitted.
A. The rental of any dwelling unit on a lot created through an urban lot split or containing an SB 9 two-unit residential development shall be for a term longer than 30 consecutive days.
9.116.100 Housing Crisis Act Replacement Housing Obligations.
A. If the proposed development will result in the demolition of protected housing, as defined in California Government Code Section 66300, the applicant shall replace each demolished protected unit and comply with all applicable requirements imposed pursuant to subsection (d) of Government Code Section 66300.
9.116.110 Development Standards for Urban Lot Splits
A. Each of the resulting lots must be between sixty percent and forty percent of the original lot area.
B. Each resulting lot shall measure at least 1,200 square feet in lot area.
C. Each resulting lot must adjoin the public right of way.
D. Each resulting lot must have frontage on the public street of at least twenty (20) lineal feet.
E. No more than two (2) primary dwelling units may be built on each resulting lot.
F. Easements for the provision of public services and facilities shall be provided, as determined by the city engineer.
9.116.110 Development Standards and Design Criteria.
A. Development Standards. A qualifying SB 9 two-unit residential development and any development on a lot created through an urban lot split shall be subject to the standards and criteria set forth in this Section. In addition, except as modified or provided by this Section or State law, a SB 9 two-unit residential development and any development on a
3.E.a
Packet Pg. 53
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
lot created through an urban lot split shall conform to all objective development standards applicable to the lot as set forth in this Section and/or in an applicable specific plan or resolution, along with all applicable objective standards and criteria contained in standard plans and specifications, policies, and/or standard conditions duly promulgated and/or adopted by City and any applicable agencies.
B. Unit Size.
1. Each new primary dwelling unit shall be at least the following minimum sizes based on the number of sleeping rooms provided:
a. Studio or One (1) bedroom: 500 square feet.
b. Two (2) or more bedrooms: 700 square feet.
2. A primary dwelling that was legally established prior to the submittal of a complete application for an urban lot split or an SB 9 two -unit residential development and that is smaller than 800 square feet may be expanded, pursuant to this chapter.
C. Unit Height; Stories.
1. New Primary Dwelling Unit(s). Shall comply with the height limits set forth in the respective zoning district.
2. New garages and accessory structures, that are attached or detached, shall comply with the height limits set forth in the respective zoning district. ADU/JADU shall comply with Chapter 9.114.
D. Setbacks.
1. Minimum side and rear yard setbacks for a SB 9 two-unit residential development shall be no less than four (4) feet. All other setbacks shall comply with the setback requirements of the zoning district.
2. With the exception of fences, Section 9.80.060 permitted projections, shall not apply to an SB 9 project.
3. Any construction occurring on a lot that abuts a street that has not been fully improved shall observe all building setbacks from the ultimate right-of-way of the street.
E. Detached dwelling units and associated covered parking shall be a minimum of ten (10) feet from each other unless all structures are single-story and not more than sixteen (16) feet in height, in which case the minimum separation shall be five (5) feet.
3.E.a
Packet Pg. 54
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
F. Lot Coverage. The maximum lot coverage shall not exceed the maximum coverage of the underlying zoning district, except where such coverage would physically preclude the construction of up to two units or physically preclude either of the two units from being at least 800 square feet in floor area . The lot coverage shall include all buildings and structures (primary and accessory), covered porches and patios, and covered parking areas.
G. Landscaping. In addition to the landscape and irrigation requirements of the underlying zone district. Landscape screening must be planted and maintained between each primary dwelling and adjacent lots.
H. Off Street Parking.
1. Required Parking. One (1) off -street parking space shall be provided for each new primary dwelling unit unless one (1) of the following applies:
a. The lot is located within one -half mile walking distance of either (i) a high -quality transit corridor as defined in subdivision (b) of Section 21155 of the California Public Resources Code, or (ii) a major transit stop as defined in Section 21064.3 of the California Public Resources Code.
b. The lot is located within one (1) block of a car-share vehicle location.
2. Off-street parking spaces for an existing primary dwelling shall continue to be provided in accordance with the standards for the underlying zone.
3. Required parking for new primary dwelling units may be provided within an enclosed garage or as open parking spaces on the lot, but not as tandem parking. Open parking spaces may be located within the side or rear setbacks, and in the front setback fo r driveways that are not shared by more than one (1) housing unit.
I. Unit Design Standards . Both primary dwelling units in a SB 9 two-unit residential development shall utilize the same colors and materials, including the exterior walls, roof pitch and roofing material.
J. Deed restriction. The owner must record a deed restriction, in a form acceptable to the Director and the City Attorney, that provides constructive notice of the restrictions resulting from the two (2) unit residential project or urban lot split and does each of the following:
1. States that the property is developed as a two (2) unit project or formed as an urban lot split and is therefore subject to the City’s two (2) unit residential or urban lot split regulations, including all applicable limits on dwelling size and development.
3.E.a
Packet Pg. 55
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
2. Expressly prohibits any rental of any dwelling on the property for a period of less than thirty (30) days.
3. Expressly prohibits any nonresidential use of the lot.
4. Expressly requires the individual property owners to live in one (1) of the dwelling units on the lot as the owners’ primary residence and legal domicile.
5. In the case of an urban lot split, expressly requires the individual property owners to live in one (1) of the dwelling units on the lot as the owners’ primary residence and legal domicile for a minimum of three (3) years.
3.E.a
Packet Pg. 56
Attachment: SB 9 Ordinance_3.13.2024 (4153 : Chapter 9.116 Two-Unit Residential Developments and Urban Lot Splits)
Cathedral City Page 1 of 2 Printed on 3/27/2024
Staff Report
City Council
Item No. 3.F
Meeting Date: March 27, 2024
From: John Corella, Director of Engineering/Public Works Title: Tract No. 37124: in Rio Vista Village: Approval of Termination, Release and Assumption (TRA) Agreement with NCP Verano, LLC and Avante 58, LLC; and Approval of New Subdivision Improvement Agreement for Completion of Improvements in Tract 37124 with Avante 58, LLC.
City Council
RECOMMENDATION:
To approve a transfer, release and assumption agreement (TRA) with NCP Verano, LLC and Avante 58, LLC, for Tract 37124; and, approve a subdivision improvement agreement with Avante 58, LLC, for the completion of improvements in Tract 37124; and, authorize the execution of all the above agreements by the City Manager and the City Clerk on behalf of the city.
BACKGROUND:
Tentative Tract 37124 (Tract) was approved by the city Planning Commission in 2017, for the development of 58 condominium units in the Rio Vista -Verano area, at the northwest corner of Landau and Verano Drive. A vicinity map is attached to this staff report for reference.
The subdivider at that time was NCP Verano, LLC (NCP Verano) , which executed a subdivision agreement, and posted the required securities and fees. The final map of the tract was approved and recorded in September, of 2023.
Grading plans were submitted for checking, but no work was ever started by the subdivider.
DISCUSSION:
In November of 2023, NCP Verano sold the tract lots to Avante 58, LLC, (Avante) (aka Brenton Homes, Inc. in Temecula ). As part of the sale agreement, Avante was to take over the subdivision agreement obligations from NCP Verano and thus build out the homes and complete the public and private improvements in the tract.
3.F
Packet Pg. 57
Cathedral City Page 2 of 2 Printed on 3/27/2024
A termination, release and assumption agreement (TRA) for the change of subdividers has been drafted. In the TRA, Avante agrees to assume the obligations of the original subdivision agreement from NCP Verano . Avante also agrees to execute a new subdivision improvement agreement for the tract, secured by new surety bonds. Upon execution of the new subdivision agreement and posting of new bonds, the city agrees to release the old securities posted by NCP Verano and release NCP Veran o from its previous subdivision agreement obligations.
NCP Verano and Avante have executed all the required agreements and Avante has posted the required substitute improvement bonds and securities. Additionally, Avante has deposited a cash bond to install missing and/or required new survey monuments within the tract.
Copies of the TRA agreement and the new subdivision agreements with Avante are attached, as well as a reduced copy of the tract map of Tract 37124.
Environmental Summary:
Tentative Tract 37124 was reviewed and received approval of a mitigated negative declaration. Since the original approval of this map, there have been no substantial changes to the overall project, no new significant environmental effects, no substantial increase in the severity of any previously identified impacts, and no new information of substantial importance which would modify the conclusions reached in the original negative declarations.
FISCAL IMPACT:
There are no fiscal impacts related to approving these agreements.
ATTACHMENTS:
TR 37124 Vicinity Map
TR 37124 Tentative Map
Joint TRA Agreement Tr 37124 3.13.24
scan Avante SIA Tr 37124
3.F
Packet Pg. 58
3.F.a
Packet Pg. 59
Attachment: TR 37124 Vicinity Map (4151 : Tracts 37124: NCP Verano Termination, Release and
3.F.b
Packet Pg. 60
Attachment: TR 37124 Tentative Map (4151 : Tracts 37124: NCP Verano Termination, Release and
3.F.c
Packet Pg. 61
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 62
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 63
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 64
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 65
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 66
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 67
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 68
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 69
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 70
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 71
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 72
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 73
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.c
Packet Pg. 74
Attachment: Joint TRA Agreement Tr 37124 3.13.24 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement
3.F.d
Packet Pg. 75
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 76
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 77
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 78
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 79
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 80
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 81
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 82
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 83
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 84
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 85
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 86
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 87
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 88
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 89
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 90
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 91
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 92
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 93
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 94
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 95
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 96
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 97
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 98
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 99
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 100
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
3.F.d
Packet Pg. 101
Attachment: scan Avante SIA Tr 37124 (4151 : Tracts 37124: NCP Verano Termination, Release and Assumption of Improvement Agreements)
Cathedral City Page 1 of 4 Printed on 3/27/2024
Staff Report
City Council
Item No. 3.G
Meeting Date: March 27, 2024
From: John Corella, Director of Engineering/Public Works Title: Award Professional Services Agreement to Z&K Consultants for HSIP Cycle 9A Project: Traffic Signal Improvements at 12 Intersections
City Council
RECOMMENDATION:
To award a professional services agreement to Z&K Consultants, in the amount of $209,124 for professional construction engineering support services for the Highway Safety Improvement Program (HSIP) Cycle 9A Project: Traffic Signal Improvements at 12 Intersections and approve a ten percent (10%) contingency in the amount of $20,912 for any unforeseeable construction costs, thereby, bringing the total construction budget for this Project to $230,036; and, authorize a budget allocation in the amount of $64,336 from Measure A Funds; and, authorize the City Manager to execute the required contract documents; and, authorize the City Engineer to request insurance policies and issue the Notice to Proceed.
BACKGROUND:
In December 2018, Cathedral City was awarded a $1,302,500 Highway Safety Improvement Program (HSIP) Cycle 9 grant to install advanced dilemma zone detection equipment, left turn phases, and pedestrian countdown heads at signalize d intersections (Project).
The City of Cathedral City entered into an agreement for design professional services (Agreement) for traffic signal upgrades at ten (10) intersections, Federal Project Number HSIPL-5430(034) and City CIP Project No. 8752 (Project), with Advantec (Consultant) on June 24, 2020. The list of the ten (10) intersections included:
1. Ramon Road and Whispering Palms Trail
2. Ramon Road and Cathedral Canyon Drive
3. Vista Chino and Avenue Quintana
4. Gerald Ford Drive and Plumley Road
5. East Palm Canyon Drive and El Dorado
6. Ramon Road and Desert Vista Road
7. Ramon Road and Da Vall Drive
3.G
Packet Pg. 102
Cathedral City Page 2 of 4 Printed on 3/27/2024
8. Date Palm Drive and Via Olivera
9. Dinah Shore Drive and Plumley Road
10. Landau Drive and 30th Avenue
In February 2022, the City Council approved Amendment No. 1 to the Agreement with the Consultant for two (2) additional intersections to the Project as a result of the overlapping scope of work with the Coachella Valley Association of Governments’ (CVAG’s) Regional Traffic Signal Synchronization Project (CV Sync). The additional intersections are:
1. Date Palm Drive and Gerald Ford Drive
2. Dinah Shore Drive and Cathedral Canyon Drive
In January 2024, the City Council approved Amendment No. 2 to the Agreement with the Consultant to accommodate the bidding and construction phase of the Project.
Additionally, city staff submitted a request for allocation (RFA) of HSIP Construction funding to CalTrans which included the final plans, specifications, and estimates (PS&E) package. At this time, city staff is waiting for Caltrans approval of the RFA to advertise the invitation to bid for the Project.
DISCUSSION:
Request for Qualifications/Proposals (RFQ/P) Construction Engineering Support Services
Within the original HSIP Cycle 9 Grant funding application submittal, the city included a request for funding for the Project’s construction engineering to ensure the Project would comply with all federally funded HSIP project requirements during construction.
The construction engineering support services needed for this Project include construction management, labor compliance monitoring and enforcement, inspections, materials testing and all related documentation.
Staff prepared an RFQ/P for construction engineering support services for th is HSIP Cycle 9A Project. The RFQ/P was then advertised in the Desert Sun and the city’s website on January 24, 2024. City staff also circulated the RFQ/P to consultant companies that typically provide these services for similar projects. Consult ing companies were given until February 15, 2024 (twenty-three (23) days ), to submit proposals. The RFQ/P requested submittal of cost proposals that included hourly rates and/or unit costs for various services in a separate, sealed envelope ; all according to CalTrans and Federal Highway Administration (FHWA) proposal submittal/review requirements.
Proposals for construction engineering support services for HSIP Cycle 9A were received from the following four (4) consultant companies:
• Falcon Engineering Services, Inc. Temecula, CA
• RT Engineering & Associates, Inc. San Bernardino, CA • Transtech Chino, CA
• Z&K Consultants, Inc. Riverside, CA
3.G
Packet Pg. 103
Cathedral City Page 3 of 4 Printed on 3/27/2024
The proposals were reviewed by a panel consisting of four members of the city’s Engineering staff. The panel cited all companies provided proposals that were responsive, qualified, and knowledgeable of the requirements for the various tasks and understanding of Cathedral City and its projects. The rating summary of the panel’s review is attached.
The scores from the reviews ranked Z&K Consultants, Inc. (Z&K) with the highest ratings. Z&K submitted a work proposal providing assurance that, if selected, the performance of construction engineering support tasks ordered by city staff would be completed in a timely manner.
Following the scoring of the companies, the cost proposal of Z&K was opened and reviewed per state guideline requirements for evaluating proposals. The cost proposal received from Z&K was higher than expected in the amount of $343,120. City staff and Z&K entered into contract negotiations and on March 6, 2024, Z&K submitted a revised cost proposal in the amount of $209,124. This cost proposal is consistent with current costs and in line with the city’s expectations for these types of services.
In summary, staff is requesting that the City Council award a professional services agreement to Z&K Consultants, in the amount of $209,124 for professional construction engineering support services for the Highway Safety Improvement Program (HSIP) Cycle 9A Project: Traffic Signal Improvements at 12 Intersections . Additionally, staff is requesting approval of a ten percent (10%) contingency in the amount of $20,912 for any unforeseeable construction costs, thereby, bringing the total construction budget for this Project to $230,036 . Lastly, staff is requesting that the City Manager be authorized to execute the required contract documents; and, authorize the City Engineer to request insurance policies and issue the notice to proceed.
FISCAL IMPACT:
The total funding provided by the HISP Grant includes funds for preliminary engineering (PE), construction engineering (CE), and construction (CON), in the amount of $1,302,500.
The PE phase has been completed, leaving a remaining total of HSIP funds in the amount of $1,030,500 for CON and CE phases of the Project as shown below.
Construction $ 864,800
Construction Engineering $ 165,700
HSIP Grant Total $ 1,030,500
City staff is proposing to include a 10% contingency to Z&K’s cost proposal for CE for a total amount of $230,036 as shown below.
Z&K (Selected CE Consultant) $ 209,124
10% Contingency $ 20,912
CE Total $ 230,036
3.G
Packet Pg. 104
Cathedral City Page 4 of 4 Printed on 3/27/2024
Additional funds, in the amount of $64,336, will be required to complete the construction engineering of this Project.
CE Total $ 230,036
HSIP Grant Total $ 165,700
Additional Funds Required $ 64,336
To complete the construction of this Project, city staff is proposing to allocate Measure A Funds (account 243 -100-150-156-8800-8802), in the amount of $64,336. By allocating the amount of $64,336 from Measure A Funds, the city will meet the local match requirements for this Project and the Project will not impact the General Fund.
City staff recommends City Council authorize a budget allocation in the amount of $64,336 from available Measure A Funds (account 243-100-150-156-8800-8802).
FIVE-YEAR STRATEGIC PLAN:
Goal B: Community Investment
Objective: Cathedral City roads, gateways, public spaces, and other city infrastructure are well planned, designed, constructed, and maintained.
ATTACHMENTS:
HSIP 9A Project Location Map
Z&K Consultant Inc. Work Proposal
Z&K Consultants Inc. Cost Proposal
RFQ/P Evaluations Scores and Rankings
Professional Services Agreement - Z&K Consultants, Inc.
3.G
Packet Pg. 105
VICINITY MAP
INTERSECTION LOCATIONS
WEBB
N
W E
S
1 2
3 45
76 10
111
8 9
10 3.G.a
Packet Pg. 106
Attachment: HSIP 9A Project Location Map (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A Project) City of Cathedral City
Engineering Department
PROFESSIONAL CONSTRUCTION ENGINEERING SUPPORT
SERVICES FOR HIGHWAY SAFETY IMPROVEMENT PROGRAM
(HSIP) TRAFFIC SIGNAL IMPROVEMENTS AT 12 INTERSECTIONS
PROJECT, FEDERAL PROJECT NO. HSIPL - 5430(034), CITY
PROJECT NO. (C08752)
FEBRUARY 15, 2024
3.G.b
Packet Pg. 107
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A
TABLE OF CONTENTS
i. Cover Letter ............................................................................................................................................................ 1 ii. Statement of Qualifications ................................................................................................................... 2 iii. Project Understanding and Approach ................................................................................................. 9 iv. Scope of Work ..................................................................................................................................... 13 v. Addendums ........................................................................................................................................... 14 Cost Proposal ............................................................................................................... Separate Envelope
3.G.b
Packet Pg. 108
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A i. COVER LETTER
Engineering Department, City of Cathedral City February 15, 2024 68700 Avenida Lalo Guerrero, Cathedral City, CA 92234
Subject: Req uest for Qualifications/Proposals to provide Professional Construction Engineering Support Services for Highway Safety Improvement Program (HSIP) Traffic Signal Improvements at 12 Intersections Project (Federal Project No. HSIP-5430(034) – City Project No. C08752)
Z&K Consultants Inc. (Z&K) proudly presents our pro posal to the City of Cathedral City Request for Qualifications/Proposals to provide Professional Construction Engineering Support Services for Highway Safety Improvement Program (HSIP) Traffic Signal Improvements at 12 Intersections Project (Federal Project No. HSIP-5430(034) – City Project No. C08752).
Z&K is a certified Disadvantaged Business Enterprise (DBE), Women’s Business Enterprise (WBE), and Small Business Enterprise (SBE) in Southern Californi a.
Z&K specializes in the provision of Project Management, Construction Management, Construction Administration, Construction Inspection, Pre-Construction Inspection, Staff Augmentation, and other Professional Engineering Consulting Services. The Z&K Team has held numerous similar contracts for local agencies . Z&K has extensive experience working on federally funded projects requires in -depth knowledge of the Caltrans Local Assistance Procedures Manual (LAPM), the Caltrans Construction Manual, and other Federal Highway Administration (FHWA) requirements.
Z&K is proposing the same experienced team members that successfully managed similar traffic signal improvement projects. This Team works efficiently and with great comradery with City staff to achieve the community's goals. Z&K works proactively and diligently with City staff to successfully deliver projects under budget while mitigating numerous unforeseen delays. We understand the vital importance of outreach in keeping the City and community informed.
The Z&K Team has been working diligently to understand every aspect of the project, reviewing existing plans and specs , visiting the site, researching stakeholders’ concerns, and identifying key constraints. This involvement provides us with a deeper understanding of the challenges that this project will be facing, as well as familiarity with the site and nearby stakeholders. This knowledge and preliminary legwork will help us to hit the ground running and help the contractor understand the project better, preventing possible issues that may arise.
Our proposed Senior Construction Manager/Resident Engineer, Zack Faqih, PE, MSCE, QSD/P, ICC, CBO is thoroughly familiar with this project. Mr. Faqih has a strong team of high-quality individuals to perform the tasks outlined in this RFP. Our team members have specialized experience in these Services for public agencies and have 100% commitment to the Project.
Mr. Zack Faqih will be the designated Project Manager responsible for the services listed in “Section IV – Scope of Work” of the RFQ/P. He can be contacted by phone at 949.637.5040 or by email at [email protected].
Z&K has carefully selected this “A-Team” and has committed our most qualified staff for the duration of the contract to deliver successful the City’s Project. We are proud to team up with Converse Consultants for Material Testing Services and ZT Consulting for Source Inspection Services. Our team members’ unmatched experience in Construction Engineering Support Services of similar projects makes the Z&K team uniquely qualified to provide the requested services.
Z&K is proud of our reputation for having seasoned personnel and of the industry’s recognition of our ability to deliver projects ahead-of-schedule, under budget, without claims, and with outstanding customer service. We understand that the California Department of Transportation (Caltrans) awarded the City, an HSIP Cycle 9 Grant funding, in the amount of $1,302,500, for the design and construction of twelve (12) traffic signal improvements throughout the City.
The Z&K Team offers many unique strengths and advantages for this contract, including:
§ Z&K is a Disadvantaged Business Enterprise (DBE),
Women’s Business Enterpris e (WBE), and Small
Business Enterprise (SBE).
§ Our proposed Senior Construction Manager/Resident
Engineer has over 32 years of similar experience in
traffic signal improvement projects.
§ Z&K Key Team Members have each completed over 40
traffic signal improvement projects.
§ Experience with installation of advanced dilemma
zone detection, protected left turn phases,
pedestrian countdown heads, and reconstruction of
ADA curb ramps throughout Southern California.
§ Key Personnel possess all necessary licenses and
registrations required for this project.
§ Z&K Team has already prepared a Risk Matrix
outlining critical elements to be top priority.
I will serve as the contact person for the full duration of the contract, and I am authorized to bind the firm to the terms of the proposal and execute legal documents on behalf of the firm. Z&K Consultants, Inc. does not have any exceptions and commits to accept the terms and conditions to in the RFP and sample Professional Services Agreement. By signing below, I attest that all information submitted with the proposal is true and correct. The proposal and cost proposal will remain valid for a period of not less than 120 calendar days from the date of submittal.
Sincerely,
Cry
stal Fraire, PE | President
Z&K Consultants Inc.
17130 Van Buren Blvd. | Suite 122 | Riverside, CA 92504 951.310.7470 | [email protected]
Team is thoroughly
familiar with LAPM,
Caltrans Construction
Manual, and FHWA
Requirements.
The Z&K Team has
successfully completed over
30 Intersection/Traffic Signal
Improvement and over 60
street improvement Projects
in the past 5 years.
3.G.b
Packet Pg. 109
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A ii. STATEMENT OF QUALIFICATIONS
Z&K Consultants Inc. (Z&K) is a leading provider of
construction management, construction inspection, and
contract administration services. We are a full-service civil engineering firm specializing in professional engineering services ranging from construc tion management,
construction inspection, project management, structural engineering, plan review, and staff augmentation.
The Z&K Team has successfully completed over 30 Intersection/Traffic Signal Improvement Projects (including installation of advanced dilemma zone detection, protected left turn phases, pedestrian countdown heads, and reconstruction of ADA curb ramps ) providing Construction Engineering Support Services, Construction Management, and Inspection services.
We believe that this is the best team to complete the project, having Converse Consultants and ZT Consulting all working together to meet and exceed the needs of this project.
Our team members are multidisciplinary and have numerous licenses and certifications. Our proposed team is exceptionally strong and will ensure the successful delivery of the Project. Z&K has carefully selected this "A-Team" and has committed our most qualified staff for the duration of this contract. We understand the importance of meeting budgets and schedules; we have a strategic plan in place to deliver this project with such benchmarks in mind. Our proposed Z&K team has worked together on numerous projects and share great synergy.
Z&K understands that th is Project requires construction engineering support which includes, construction management, labor compliance, monitoring and enforcement, inspection, and material testing pursuant to federally funded HSIP requirements. Our Team has worked on numerous federally funded projects and have in -depth knowledge of the Caltrans Local Assistance Procedures Manual (LAPM), the Caltrans Construction Manual, and other Federal Highway Administration (FHWA) requirements.
The Z&K team has extensive Caltrans experience and has worked on over 15 similar projects within Caltrans right- of-way, all including intersection upgrades and new traffic signals. Z&K has exceptional experience providing construction engineering support services of projects for Southern California municipal agencies in similar project types/features and understands that this project includes installing conduit, pull boxes, traffic signal poles and foundations, traffic signal controller cabinets and foundations, construction of ADA- compliant pedestrian ramps, Advanced Dilemma Zone detection, and installation of high-definition video detection systems. « Federally Funded Project
Z&K is proud of our reputation for having seasoned construction management and inspection personnel and of the industry’s recognition of our ability to deliver complex transportation improvement projects ahead-of-schedule, under budget, without claims, and with outstanding customer service for the local community.
Z&K Consultants Inc.
Firm Certifications DBE, SBE, WBE
Type of Firm California C Corporation
Contact Person/Contact Crystal Fraire, PE, QSD/QSP
Telephone Number 951.310.7470
Email Address [email protected]
Our team is
multidisciplined and have
numerous licenses and
certifications.
The Z&K Team has
successfully completed over
30 Intersection/Traffic Signal
Improvement and over 60
street improvement Projects.
Z&K has extensive experience providing Construction Management and Inspection Services on similar projects to the City of Cathedral City’s Project. Over the last 5 years, the Z&K team has provided these Services for the following similar contracts and projects:
Citywide Parkway Maintenance, Street Rehabilitation, Slurry Seal Project (City of Costa Mesa) Anza/Vista Montana/Pacific Coast Highway Intersection Improvements (City of Torrance) « Ramona & Walnut Traffic Signal Modifications Street improvements Project (City of Chino) « Kimball/El Prado/Central T5raffic Signal Improvement Project (City of Chino) « 11th Street Traffic Signal Modifications & Intersection Accessibioity Project (City of Chino) « Euclid Avenue – State Route 83 Intersection Improvements & Traffic Signa (City of Chino) « Street Resurfacing of Glenn Ranch Road (City of Lake Forest) « Slurry Seal Zone F (City of Lake Forest) «
Arterial Slurry Seal Jeronimo and Muirlands from Los Alisos to Bake (City of Lake Forest) « Citywide Pavement Rehab Arterials and Collectors, Phase 2 (City of Moreno Valley) Street Rehabilitation Program of 30+ Major City Streets (City of San Bernardino) Annual Residential Rehab Project - Phase 1 & 2A, Two Separate Projects (City of Compton) « Street Rehabilitation Program Phases 1 & 2, Two Separate Projects (City of San Marino) CDBG Local Streets Rehabilitation, Project No. 7930 (City of Norwalk) « Walnut Grove Ave Resurfacing Project Phase 1 (City of Rosemead) FY20-21 & FY21-22 SB1 Street Rehabilitation Project, Two Separate Projects (City of Alhambra) 2021-2022 Resurfacing Project (City of Irwindale)
On-Call Services for Various Street Improvement Projects (City of Chino) «
3.G.b
Packet Pg. 110
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A
ORGANIZATIONAL CHART
Z&K has carefully selected this "A-Team" and has committed our most qualified staff for the duration of the contract. Our proposed Z&K team includes the following subconsultants, with whom we’ve worked together on numerous projects:
» Converse Consultants (Materials Testing Services)
» ZT Consulting (Source Inspection Services)
Our proposed team members have extensive experience in Construction Engineering Services of Traffic Signal Improvement projects. Our staff will deploy efforts as the project schedule and construction activities dictate. We will reallocate hours, when possible, for cost savings to the City of Cathedral City. By using highly qualified multi -disciplined inspectors, we can provide a cost of service well under industry standard.
Our proposed staffing plan has been developed to have a cost well under industry standard. Z&K Consultants, Inc. has first-hand experience on the expectations and requirements to make the City’s Projects a success. These are important Projects for the City, community, and Councilmembers. We understand the staff effort needed to complete these pr ojects on time and within budget. Our team members are multidisciplinary and have numerous licenses and certifications. Our proposed team is exceptionally strong and will ensure the successful delivery of the Project. We understand the importance of meeting budgets and schedules; we have a strategic plan in place to deliver this project with such benchmarks in mind.
This Team has worked together in this same capacity on multiple traffic signal intersection improvement projects.
In addition to their extensive project specific experience, this team has great synergy and works very well together as well as with City Staff. All above key members are local to the area and are excited about the opportunity to improve their community. Our strategic and efficient staffing approach also results in significant cost savings to the City. We are confident that our proposed “A-Team” will provide outstanding customer service and cost savings for the City.
Z&K Consultants commits that all assigned personnel will not be removed or replaced without prior written City approval.
Key personnel will be available to the extent proposed for the duration of the contract. Our proposed and fully committed team is fully capable and exceptionally qualified. They have held many leadership and supervisory management positions in many local agencies including the private and public secto rs. All can multi -task, are multi -disciplined, and have a full understanding of all aspects of the proposed project requirements. They deliver their knowledge and expertise with tact and seamless integration with staff and outside agencies.
3.G.b
Packet Pg. 111
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A
STAFFING PLAN
Our key team members are comprised of Zack Faqih, MSCE, PE, QSD/P, CBO , ICC Cert. as the Senior Construction Manager/Resident Engineer and Thomas Russell , Journeyman Electrician, as the Senior Construction/Traffic Signal Inspector. All other team members and subconsultants are as-needed specialty resources.
KEY PERSONNEL BIOS
Zack Faqih, MSCE, PE, QSD/P, CBO
Senior Construction Manager/Resident Engineer
Zack has more than 32 years of construction and project management experience in both private and public sectors. Zack served as a Project Manager/Construction Manager/Resident Engineer and designer on numerous highway and roadway projects within Caltrans right-of-way, including many over the Santa Ana River. Zack has successfully delivered over 40 intersection improvement and traffic signal modification projects administered by Caltrans. He has demonstrated expertise in all aspects of project and construction management through a wide range of responsibilities including budget analysis, contract negotiations, dispute resolution board, schedule development and assessment, constructability reviews, bid document review, schedule management, CEQA/NEPA, project clos ure documentation, stakeholders and team coordination, quality control, quality assurance, inspection, and management of the flow of information between project members and stakeholders. His unique background in contracting and general construction, c oupled with his many assignments serving as the owner’s representative and numerous professional licenses and ICC certifications, gives Zack a very unique perspective and skill set that is the basis of his highly successful history of project delivery. Zac k has extensive experience managing multiple projects requiring interfacing and coordination with Caltrans, counties, funding agencies, Federal-FHWA/BIA, railroad and utility companies, and environmental and regulatory agencies. Mr. Faqih has thorough knowledge Caltrans systems and procedures, Caltrans audits, Caltrans standard plans specs, and manual.
LICENSES & REGISTRATION
» Professional Engineer, P.E. State of California, C57958 » Certified Accessibility Inspector/Plans Examiner
» Certified Building Official, C.B.O., CABO, ICC #3741
» Certified Plans Examiner, I.C.B.O., #1020345-60
» Certified Mechanical Inspector, I.C.B.O. #1020345-40
» Certified Plumbing Inspector, I.C.B.O. #1020345-30
» Certified Electrical Inspector, I.C.B.O. #1020345-20
» SWPPP (QSD) & (QSP) #22055
» OSHA 30 Hour Certification
» State Certified HERS Rater
» Certified Emergency Inspector
» C.G.B.P Certified Green Building Inspector
» Certified Special Inspector for Fire Proofing
» Certified Special Inspector for Structural Welding
» Certified Special Inspector for Structural Steel
» Certified Special Inspector for Reinforced Concrete
Tommy Russell, Journeyman Electrician
Senior Construction/Traffic Signal Inspector
Mr. Russell has over 25 years of experience in construction management, construction inspection, contracting, quality control, and management of large -scale public works capital improvement projects, traffic signal, intersection improvements, street rehabilitation projects, slurry seal projects, and heavy civil projects. Mr. Russell is experienced in reviewing RFI’s, submittals, and contract change orders. He provides all required government permits and coordinating required inspections. He will bring his expertise, lessons learned, and specified knowledge to this important project. Mr. Russell has extensive experience providing inspection for traffic signal improvement project and has worked on numerous projects within Caltrans right -of- way.
STAFFING CHART
Advanced Dilemma Zone Detection
Protected Left Turn Phases
Pedestrian Countdown Heads
Reconstruction of ADA Curb Ramps
Construction Engineering Support
Construction Management
Labor Compliance
Construction Inspection Services
Material Testing Services
Federally Funded HSIP Projects
Caltrans (LAPM)
Caltrans Construction Manual
FHWA Requirements
Zack Faqih, PE, MSCE, QSD/P, CBO
Senior Construction Manager/Resident Engineer ü ü ü ü ü ü ü ü ü ü ü ü ü Thomas Russell, Journeyman Electrician
Senior Construction/Traffic Signal Inspector ü ü ü ü ü ü ü ü ü ü ü ü ü Brittany Duhn, PE, QSD/P
Project Manager/Office Engineer ü ü ü ü ü ü ü ü ü ü ü ü ü Amber Garcia
Labor Compliance Officer ü ü ü ü ü ü ü ü ü ü ü ü ü
3.G.b
Packet Pg. 112
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A Zack has more than 32 years of construction and project management experience in both private and public
sectors. Zack served as a Project Manager/Construction
Manager/Resident Engineer and designer on numerous
highway and roadway projects within Caltrans right-of-
way, including many over the Santa Ana River. Zack
has successfully delivered over 40 intersection
improvement and traffic signal modification projects
administered by Caltrans . He has demonstrated
expertise in all aspects of project and construction
management through a wide range of responsibilities including budget analysis, contract negotiations, dispute resolution board, schedule development and assessment, constructability reviews, bid document review, schedule management, CEQA/NEPA, project closure documentation, stakeholders and team coordination, quality control, quality assurance, inspection, and management of the flow of information between project members and stakeholders. His unique background in contracting and general construction, coupled with his many assignments serving as the owner’s representative and numerous professional licenses and ICC certifications , gives Zack a very unique perspective and skill set that is the basis of his highly successful history of project delivery. Zack has extensive experience managing multiple projects requiring interfacing and coordination with Caltrans, counties, funding agencies, Federal-FHWA/BIA, railroad and utility companies, and environmental and regulatory agencies. Mr. Faqih has thorough knowledge Caltrans systems and procedures, Caltrans audits, Caltrans standard plans specs, and manual.
Relevant Project Experience
Ramona Ave. And Walnut Ave. Traffic Signal Modifications and Street Improvements Project | Construction Manager/Resident Engineer : The project consisted of traffic signal improvements, street and pavement improvements, as well as traffic signal improvements, to a residential neighborhood and four arterial streets for one project, and intersection improvements and lane upgrades for the other. Improvements include street and pavement rehabilitation, intersection improvement, clearing and grubbing, slurry seal, cold mill and AC overlay, utility coordination, as well as electrical and lighting improvements, including traffic signal hardware replacement, pedestrian countdown signal hardware installation, replacement and testing of fiber optic communication equipment, boring inspection. The scope also involved drainage improvements, landscaping improvements, AC base course, ARHM pavement, concrete repairs to curb, gutter, sidewalk, driveways and driveway approaches, and replacing markings and striping on concrete and asphalt.
Kimball/El Prado/Central Traffic Signal Improvement Project | Senior Construction Manager/Resident Engineer: The project consisted of traffic signal improvements, street and pavement improvements, as well as traffic signal improvements, to a residential neighborhood and four arterial streets for one project, and intersection improvements and lane upgrades for the other. Improvements include street and pavement rehabilitation, intersection improvement, clearing and grubbing, slurry seal, cold mill and AC overlay, utility coordination, as well as electrical and lighting improvements, drainage improvements, landscapi ng improvements, AC base course, ARHM pavement, concrete repairs to curb, gutter, sidewalk, driveways and driveway approaches, and replacing markings and striping on concrete and asphalt.
County of Riverside: I -215/Van Buren Interchange Improvement, Riverside & Moreno Valley, CA | Resident Engineer: I-215/Van Buren Interchange Improvement is a $32M project included the realignment of the Van Buren Boulevard, overcrossing bridge over 1-215 freeway, westbound left turn lane and an eastbound dedicated right turn lane over the freeway, replacing existing railroad overcrossing with pre-cast structure. Roadway improvements included a right -turn lane for eastbound to northbound entrance ramp, and two westbound receiving lanes to accommodate the southbound exit ramp, new hook-type ramp, auxiliary lanes added to the mainline and the southbound main lane on I -215 were widened to the west to accommodate the ultimate configuration of the freeway. Five retaining walls up to 30 feet high were constructed along Railroad tracks/southbound on -ramp, southbound off ramp, north and south sides of Van Buren Blvd/west of the I -215 freeway, and east of northbound on-ramp to minimize impact the railroad and MARB right-of-way.
City of Chino | Ramona Ave. And Walnut Ave. Traffic Signal Modifications and Street Improvements Project Senior Construction Manager/Resident Engineer: for a series of projects for the City of Chino Ramona Ave and Walnut Ave Traffic Signal Modifications Project. The project consisted of traffic signal improvements, street and pavement improvements, as well as traffic signal improvements, to a residential neighborhood and four arterial streets for one project, and intersection improvements and lane upgrades for the other. Improvements include street and pavement rehabilitation, intersection improvement, clearing and grubbing, slurry seal, cold mill and AC o verlay, utility coordination, as well as electrical and lighting improvements, including traffic signal hardware replacement, pedestrian countdown signal hardware installation, replacement and testing of fiber optic communication equipment, boring inspecti on. The scope also involved drainage improvements, landscaping improvements, AC base course, ARHM pavement, concrete repairs to curb, gutter, sidewalk, driveways and driveway approaches, and replacing markings and striping on concrete and asphalt.
EDUCATION
» MSCE - Structures
Cal State Fullerton 2005
» BSCE - Civil
/Transportation
Cal State LA 1985
LICENSES &
REGISTRATION
» Professional Engineer, P.E.
State of California, C57958
» Certified Accessibility
Inspector/Plans Examiner
» Certified Building Official,
C.B.O., CABO, ICC #3741
» Certified Plans Examiner,
I.C.B.O., #1020345-60
» Certified Mechanical
Inspector
I.C.B.O. #1020345-40
» Certified Plumbing
Inspector
I.C.B.O. #1020345-30
» Certified Electrical
Inspector
I.C.B.O. #1020345-20
» SWPPP (QSD) & (QSP)
#22055
» OSHA 30 Hour Certification
» State Certified HERS Rater
» Certified Emergency
Inspector
» C.G.B.P Certified Green
Building Inspector
» Certified Special Inspector
for Fire Proofing
» Certified Special Inspector
for Structural Welding
» Certified Special Inspector
for Structural Steel
» Certified Special Inspector
for Reinforced Concrete
Zack Faqih, MSCE, PE, QSD/P, CBO
Senior Construction Manager/Resident Engineer
Zack has over 32 years
of experience directly
managing similar
federally funded
projects administered
through Caltrans.
3.G.b
Packet Pg. 113
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A
Mr. Russell has over 25 years of experience in construction inspection and management, specialty inspection, contracting, project management, and providing quality control and quality assurance on large -scale public works capital improvement projects and has successfully delivered over 60 Traffic Signal Improvement and Intersection Improvement Projects and over 40 federally funded Caltrans administered projects.
Relevant Project Experience
Foothill/Eastern SR 133/261/241 Transportation Corridor Toll Roads , Orange County, CA | Senior Construction Inspector/Sr Traffic Signal Inspector: Project included all facets of electrical construction, Toll Plaza buildings, Traffic Signals, Street Lighting, Sign Lighting, Bridge Electrical/ Communication installation, Directional Boring & Trenching. Fiber Optic Installation & Fusion Splicing, Netw ork Integration for Intelligent Transportation Systems, CCTV & Access Control.
Interstate Route I -405 / SR - 55 HOV Interchange Improvement, Orange County, CA | Senior Construction Inspector/Sr Traffic Signal Inspector:
The I-405/SR-55 HOV interchange concept included additional improvements to improve the flow of traffic on I -405/55. These improvements included :
Construct HOV Flyover bridge lanes from SR -55 Southbound to I -405 Northbound connector , Construct HOV Flyover bridge lanes from SR -55 Southbound to I -405 Southbound connector , Construct a HOV Direct Connector along with drop ramps at the I -405/SR-55 interchange, Construct Traffic management elements such as highway street lig hting, with operational control from the Traffic Management Center (TMC) bringing these highways up to full Urban Freeway Standards.
Interstate Route I -210 Extension Bridges @ Towne Ave/Mountain Ave/Indian Hill Blvd. Overcrossings, Orange County, CA | Senior Construction Inspector/Sr Traffic Signal Inspector: Caltrans project included constructing (3) new bridges over the New I-210 Extension Freeway from La Verne to rancho Cucamonga. Our work consisted of installing Dry Utilities in soffit bays, Soffit Lighting, Decorative Street lighting on the bridge rails, Future communication ducts in sidewalk and new Traffic Signal installations.
Interstate Route I- 215 / SR- 60 Interchange Widening, Orange County, CA | Senior Construction Inspector/Sr Traffic Signal Inspector: This project included widening the existing six lane highway to ten lanes, reconstruction of existing shoulder grades and installing a new median barrier wall. This project included new Ramp metering, Street lighting and fiber TMC communications from Central Ave. north to Route 60- Day St.
Interstate Route I-405 / Jeffrey Rd and Culver Dr Freeway On -Off Ramps, Orange County, CA | Senior Construction Inspector/Sr Traffic Signal Inspector: OCTA funded the reconstruction of the on and off ramps that are part of the Jeffrey Road and I -405 Interchange Widening Project by widening the ramps resulting in congestion mitigation and improving traffic operations.
Irvine Great Park Neighborhood Traffic, Mobility, Street Rehabilitation Capital Improvement Projects, Orange County, CA | Senior Construction Inspector/Sr Traffic Signal Inspector : This project included 15 new Traffic Signal construction installations, Street lighting, and Fiber communication /CCTV Cameras at all round-a-bout intersections throughout the neighborhood.
Alton Parkway Extension Orange County Public Works Project, Orange County, CA | Senior Construction Inspector/Sr Traffic Signal Inspector: The Alton project and the adjoining County of Orange project were set up to join the existing Alton Parkway Road from Irvine Blvd. in the City of Irvine, through the County of Orange, connecting at the 241 Toll Road in the city of Lake Forest. The Alton project included Signalized intersections, Interconnect, and Street Lighting improvements.
Cow Camp Road Phase 2 - Orange County Public Works Project, Orange County, CA | Senior Construction Inspector/Sr Traffic Signal Inspector: Rancho Mission Viejo Development and OC Public Works project included the establishment of an alignment, design, and construction of a new Major Arterial Highway between Antonio Parkway and the Foothill Transportation Corridor ( Los Patrones). Cow Camp R oad Phase 2 project constructed four signalized Traffic Signal Intersections.
LICENSES &
REGISTRATION
» Electrical Training
apprenticeship IBEW Local
441 City of Orange, California
» Journeyman Electrician,
State Certified GPA (3.0)
» 30-Hr Cal/OSHA
» Fall Protection
» Traffic Control Safety
» Sexual Harassment
Prevention Training
» Defensive Driving Training
» Caltrans Roadway Safety
Training
» Bridge Inspector Training
» Metro Rail Safety Training
Thomas Russell, Journeyman Electrician
,,,
Senior Construction/Traffic Signal Inspector
3.G.b
Packet Pg. 114
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A
PROJECT EXPERIENCE
The Z&K Team has successfully performed Construction Engineering Services and Construction Management and Inspection Services for many projects for numerous public agencies. The following projects have been completed on time and within budget.
CITY OF TORRANCE | I-159/I-139 & ANZA/VISTA MONTANA/PACIFIC COAST HIGHWAY INTERSECTION
IMPROVEMENT PROJECT & RESIDENTIAL & ARTERIAL PAVEMENT IMPROVEMENT Z&K Consultants, Inc. has provided Construction
Management and Construction Inspection services for a
series of projects for the City of Torrance, including the 2020 Residential & Arterial Pavement Improvement Project and the Anza/Vista Montana/Pacific Coast Highway Intersection Improvements project. These projects consist of street and pavement improvements, as well as traffic signal
improvements, to a residential neighborhood and four arterial streets for one project, and intersection improvements and lan e upgrades for the other. Improvements include street and pavement rehabilitation, intersection improvement, clearing and grubbing, slurry seal, cold mill and AC overlay, utility coordination, as well as electrical and lighting improvements, including traffic signal hardware replacement, pedestrian countdown signal hardware installation, replacement and testing of fiber optic communication equipment, boring inspection. The scope also involved drainage improvements, landscaping improvements, AC base course, ARHM pavement, concrete repairs to curb, gutter, sidewalk, driveways and driveway approaches, and replacing markings and striping on concrete and asphalt.
CITY OF CHINO | RAMONA AVE. AND WALNUT AVE. TRAFFIC SIGNAL MODIFICATIONS AND
STREET IMPROVEMENTS PROJECT
Z&K Consultants, Inc. has provided Construction Management and Construction Inspection services for a series of projects for the City of Chino Ramona Ave and Walnut Ave Traffic Signal Modifications Project. The project consisted of traffic signal improvements, street and pavement improvements, as well as traffic signal improvements, to a residential neighborhood and four arterial streets for one project, and intersection improvements and lane upgrades for the other. Improvements include street and pavement reha bilitation, intersection improvement, clearing and grubbing, slurry seal, cold mill and AC overlay, utility coordination, as well as electrical and lighting improvements, including traffic signal hardware replacement, pedestrian countdown signal hardware installation, replacement and testing of fiber optic communication equipment, boring inspection.
The scope also involved drainage improvements, landscaping improvements, AC base course, ARHM pavement, concrete repairs to curb, gutter, sidewalk, driveways, and replacing markings and striping on concrete and asphalt.
CITY OF CHINO | ST222 - KIMBALL/EL PRADO/CENTRAL TRAFFIC SIGNAL IMPROVEMENT PROJECT Z&K Consultants, Inc. has provided Construction Management and Construction Inspection services for a series of projects for the City of Chino Kimball/El Prado/Central Traffic Signal Improvement Project. The project consisted of traffic signal improvements, st reet and pavement improvements, as well as traffic signal improvements, to a residential neighborhood and four arterial streets for one project, and intersection improvements and lane upgrades for the other. Improvements include street and pavement rehabilitation, intersection improvement, clearing and grubbing, slurry seal, cold mill and AC overlay, utility coordination, as well as electrical and lighting improvements, including traffic signal hardware replacement, pedestrian countdown signal hardware installation, replacement and testing of fiber optic communication equipment, boring inspection.
The scope al so involved drainage improvements, AC base course, ARHM pavement, concrete repairs to curb, gutter, sidewalk, driveways and driveway approaches, and replacing markings and striping on concrete and asphalt.
CITY OF CHINO | 11TH ST. TRAFFIC SIGNAL MODIFICAITONS, PAVEMENT RECONSTRUCTION ALLEY, AND
INTERSECTION ACCESSIBILITY PROJECT
Z&K Consultants, Inc. has provided Construction Management and Construction Inspection services for a series of projects for the City of Chino 11 th Street Pavement Reconstruction
Alley and Intersection Accessibility Project. The project consisted of traffic signal improvements, street and pavement improvements, as well as traffic signal improvements, to a residential neighborhood and four arterial str eets for one project, and intersection improvements and lane upgrades for the other.
ü Railroad Coordination
(UPRR)
ü CC Cross Walks, Curb
Ramps, Intersections,
Curb, Cross Gutters,
Driveways, Bus Pads
ü Sewer Main/Lateral
Replacement
ü Traffic Signal Mod
ü Signing & Striping
ü AC Pavement
ü Monument Signs
ü Pavement Rehabilitation
ü Decorative Sidewalk
Extensions/Bulb Outs
ü Lighting Improvements
ü Landscaping & Irrigation
ü Railroad Coordination
Our Projects include the following similarities to the City of Cathedral City’s Highway Safety Improvement Program (HSIP) Traffic Signal Improvements at 12 Intersections Project:
ü Intersection Improvements
ü Traffic Signal Modifications
ü Advanced Dilemma Zone
Detection
ü Protected Left Turn Phases
ü Pedestrian Countdown Heads
ü Reconstruction of ADA Curb
Ramps
ü Installing Conduit
ü Pull Boxes
ü Traffic Signal Poles &
Foundations
ü Traffic Signal Controller
Cabinets & Foundations
ü High-Definition Video Detection
Systems
ü Construction Engineering
Support
ü Construction Management
ü Labor Compliance Monitoring
and Enforcement
ü Inspection Services
ü Material Testing Services
ü Caltrans Local Assistance
Procedures Manual (LAPM)
ü Caltrans Construction Manual
ü FHWA Requirements
Federally Funded
Project administered
through Caltrans with
LAPM Requirements
Federally Funded
Project administered
through Caltrans with
LAPM Requirements
The Z&K Team has
successfully
completed over 30
Intersection/ Traffic
Signal Improvement
and over 60 street
improvement Projects
in the past 5 years.
Federally Funded
Project administered
through Caltrans with
LAPM Requirements
Federally Funded
Project administered
through Caltrans with
LAPM Requirements
3.G.b
Packet Pg. 115
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A Improvements include street and pavement rehabilitation, intersection improvement, clearing and grubbing, slurry seal, cold mill and AC overlay, utility coordination, as well as electrical and lighting improvements, including traffic signal hardware replacement, pedestrian countdown signal hardware installation, replacement and testing of fiber optic communication equipment, boring inspection. The scope also involved drainage improvements, landscaping improvements, AC base course, ARHM pavement, concrete repairs to curb, gutter, sidewalk, driveways and driveway approaches, and replacing markings and striping on concrete and asphalt.
CITY OF CHINO | EUCLID AVENUE STATE RTE 83 INTERSECTION & TRAFFIC SIGNAL MODIFICATION PROJECT Z&K Consultants, Inc. has provided Construction Management and Construction Inspection services for a series of projects for the City of Chino Euclid Ave State Route 83 Intersection Improvements and Traffic Signal Modification Project. The project consisted of traffic signal improvements, street and pavement improvements, as well as traffic signal improvements, to a residential neighborhood and four arterial streets for one project, and intersection improvements and lane upgrades for the other. Improvements include street and pavement rehabilitation, intersection improvement, clearing and grubbing, slurry seal, cold mill and AC overlay, utility coordination, as well as electrical and lighting improvements, including traffic signal hardware replacement, pedestrian countdown signal hardware installation, replacement and testing of fiber optic communication equipment, boring inspection. The scope also involved drainage improvements, landscaping improvements, AC base course, ARHM pavement, concrete repairs to curb, sidewalk, driveways, and replacing markings and striping on concrete and asphalt.
CITY OF LAKE FOREST | STREET RESURFACING PROJECT
The Z&K Team is providing Construction Management, Construction Inspection, Pre - Construction Inspection, and Contract Administration Services for these projects, which involves the street resurfacing of Glenn Ranch Road from Portola Parkway to El Toro Road, as well as the slurry seal of and arterial slurry seal of Jeronimo and Muirlands from Los Alisos to Bake. Relevant project features include street resurfacing and rehabilitation, application of slurry seal, grinding and overlay, cold milling, concrete improvements, ARHM pavement, AC base course, aggregate base, signing, striping, markings and pavement legends, removal and replacement of PCC curb ramps, removal and replacement of PCC sidewalk, bike lane traffic loops, Type E traffic loops, dig-outs, sewer and storm drain manhole adjustments, and water valves adjustments.
CITY OF COSTA MESA | CITYWIDE PARKWAY MAINTENANCE, STREET REHAB, & SLURRY SEAL PROJECT Z&K Consultants, Inc. is providing Construction Management, Project Management, and Construction Inspection Services for this citywide street improvement program in the City of Costa Mesa. This project includes street improvements, intersection improvements, ADA ramp improvements, conduit installation, traffic signal improvements, mobilization, curb and gutters, sidewalks, driveway approaches, spandrels, cross gutters, adjustment of manholes and utility covers to grade, procurement and application of slurry seal Type II, crack sealing, traffic signing, striping and markings, installation of traffic markers and speed humps, and implementation of traffic control.
CITY OF MORENO VALLEY | CITYWIDE PAVEMENT REHABILITATION PROGRAM FISCAL YEARS 2026/27 TO 2030/31 (ARTERIAL AND COLLECTOR STREETS)
The Z&K Team is performing Construction Management, Construction Inspection, and Labor Compliance for this street improvement project. This $19M street improvement project included slurry seal, pavement resurfacing, reconstruction of access ramps, spandre ls, sidewalk, curb and gutter, crosswalks, bike lanes, local pavement repairs, striping, signage, camera detector installation, landscaping and irrigation, cold mill and overlay, and full depth AC replacement. This project required extensive traffic control and coordination with school districts.
CITY OF SAN BERNARDINO | STREET REHABILITATION PROGRAM (30+ MAJOR CITY STREETS) Z&K Consultants, Inc. is providing Construction Management and Inspection Services for this long -term, on-call contract with the City of San Bernardino, which includes street resurfacing and pavement rehabilitation for over 30 major streets and multiple major street intersections in the City. Z&K personnel performs constructability reviews of the project plans and specifications pri or to the bid release, and full- service construction management and construction inspection for pre - construction, construction, and project closeout of all major City streets. The projects include roadway and pavement rehabilitation, concrete improvements, cross gutters, curb and gutters, curb ramps, ADA improvements, traffic signal improvements, traffic control, full depth removal and replacement of asphalt concrete, cold milling and AC overlay of existing asphalt concrete, replacement of existing PCC driveways, driveway approaches, curb ramps, installation and configuration of multiple traffic loop detectors and bicycle traffic loop detectors, installation of city project signs, adjusting manhole and utility covers to grade, reconfiguration and installation of street lighting, and markings and striping.
CITY OF COMPTON | ANNUAL RESIDENTIAL STREET REHABILITATION PROJECT, PHASEs 1 & 2A Z&K Consultants, Inc. is providing Construction Management, Inspection, and Labor Compliance services for this Project. The scope of work consists of roadway and pavement rehabilitation, concrete improvements, asphalt overlay, construction staging, heavily travelled intersections, traffic control, clearing and grubbing, SWPPP preparation, cold mill and overlay, PCC sidewalk, manholes and utility covers, speed humps, pedestrian crossings, ADA improvements, slurry seal application, HMA pavement, ARHM overlay, AC base course, aggregate base, full depth AC slot pavement, alley intersection, driveway and driveway approach, landscaping, irrigation, adjusting manhole and utility covers to grade, water valve, water meter, street lighting, installation of loop detectors and bicycle loop detectors, traffic signal modification, adjustment of streetlight a nd traffic signal pull boxes to grade.
Federally Funded
Project administered
through Caltrans with
LAPM Requirements
Federally Funded
Project administered
through Caltrans with
LAPM Requirements
Federally Funded
Project administered
through Caltrans with
LAPM Requirements
3.G.b
Packet Pg. 116
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A
iii. PROJECT UNDERSTANDING AND APPROACH
The team proposed on this project have extensive experience in project management, construction management, construction inspection and design. We have successfully utilized CM/PM Agency delivery on a host of projects. Through this experience we have developed management procedures that promote collaboration and teamwork, improve quality and maximize the value of the above project. Z&K past performance with Cities, Counties, and other agencies shows our remarkable ability to control costs, guarantee great q uality of work, and meet all project deadlines. We understand the importance of Schedule Control and are known in the industry for assisting the contractor to cut the project schedule and to yield significant savings for our clients through reduction of overhead management and construction costs.
MANAGEMENT APPROACH | The Z&K Team has successfully utilized CM Agency delivery on a host of projects. Through this experience we have developed project management procedures that promote collaboration and teamwork, improve quality and maximize the value of the above project. Z&K’s past perfor mance with Cities, Counties, and other agencies show our remarkable ability to control costs, guarantee great quality of work, and meet all project deadlines. We understand the importance of Schedule Control and are kn own in the industry for assisting the contractor to cut the project schedule and to yield significant savings for our clients through reduction of overhead construction management and construction costs. The most significant saving is less inconvenience to the traveling public and less City exposure due to shortened construction duration. This will help extend excess project funds into other important projects. Z&K Consultants, Inc. provides proven professional construction management techniques to ensure the safe construction of a quality project completed on time and within budget. Z&K accomplished this by establishing the systems, policies, and procedures necessary to ensure adequate project controls are in place. The Construction Manager must ensure all parties understand the basic responsibilities and interrelationships of all team member such as the Owner (both project management and operations), the Design Engineer, the Contractor, the construction management team, and the subconsultants. Additionally, a good Construction Manager must have the knowledge and experience to effectively understand the interrelationships between the key management components of time, information, cost, and quality. Decision making, including obtaining sufficient information to make reasoned decisions, is the key element leading to a successful project. the project. The Z&K approach is founded on a thorough understanding of each of the management components critical to the project.
TIME MANAGEMENT | Time management uses scheduling to accurately manage and track the restrictive elements of time and resources throughout the project. The key to a successfully implemented and managed schedule is the development of an accurate, detailed, and realistic baseline schedule. Z&K will review the Contractor’s baseline schedule to ensure it is accurate and reasonable. Activity durations and logic ties will be examined for accuracy and constructability. The schedule logic and activity durations will also be analyzed to ensure the Contractor does not use float suppression techniques.
Schedule float is a valuable resource for the Owner and the Contractor. Schedule implementation and administration is the next step in proper time management. The Contractor’s actual progress will be documented daily. The Z&K Team will review the progress with the Contractor at the weekly meetings. The Contractor’s three -week-look-ahead schedule will be compared with the work plan on the record schedule to ensure the Cont ractor continues to use the record schedule as a management tool. We will check the record schedule for activities with start dates that did not begin during the review period.
This proactive approach flags potential delay issues for further discussion.
COST MANAGEMENT | Z&K will take the lead to ensure a cost management system is properly implemented and maintained. Z&K’s cost management role will be in two parts. The first is to track the value of the completed work to ensure accurate and detailed monthly progress billing by the contractor. Secondly, Z&K will proactively manage the change order process. The monthly progress billing may be tied to the construction schedule. A cost loaded critical path method (CPM) schedule is a valuable management tool. Each month, the Construction Inspector will review and approve the updated cost loaded CPM. Work activities and material deliveries will be assigned the correct completion percentage by the Contractor.
This will be reviewed by the Construction Inspector and discrepancies will be addressed. If necessary, the Contractor will revise and resubmit the schedule of values. This process ensures the Owner is accurately billed for the completed work monthly. Changes in work and unforeseen conditions will be closely monitored. Any costs for changes will be managed by the Z&K construction management team. An ongoing log of potential change issues will be maintained. These issues will be discussed and updated at each weekly meeting.
FUNDING MANAGEMENT | Z&K will ensure that the City has all necessary information to comply with the funding requirements. Our team is experienced in complying with funding reporting and filing requirements. We pay close attention to these requirements and deadlines so that project funding remains unaffected and so that file audits are conducted quickly and efficiently. Our team is also experienced in ensuring that project documents show compliance with DBE reporting requirements, DBE goals, and/or good faith effort documented. Proper Project documentation is key in any audits. Z&K is extremely familiar with state funded projects and has in -depth knowledge of the Caltrans Local Assistance Procedures Manual (LAPM), the Caltrans Construction Manual, and other Federal Highway Administration (FHWA) requirements.
QUALITY MANAGEMENT | Quality management is an inherent CM responsibility. Z&K is knowledgeable and capable in all aspects of quality management. Quality assurance is the application of systematic methods to verify the effective implementation of quality control procedures. Z&K will manage the quality of the project by taking the quality assurance lead role and implementing the Z&K quality assurance program, which allocates quality control responsibilities to the various project participants to ensure the constructed product conforms to the contract plans and specifications.This includes a detailed inspection plan, inspection procedures, and documentation procedures for all inspection and test reports. Z&K will review the Contractor’s quality control procedur es to ensure adequacy. Quality control issues will be discussed at each weekly meeting. An ongoing deficiencies/corrective items list will be maintained, reviewed, and updated weekly. Quality assurance includes quality of the constructed work as well as the quality of the Contractor’s document processes (such as the Contractor’s submittals and RFIs).
3.G.b
Packet Pg. 117
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A INFORMATION MANAGEMENT | Proper information flow is crucial to the success of a project. A construction project generates a large amount of information, which must be distributed to all parties on a timely basis. The source of this information will cover the full spectrum including contracts, meeting minutes, drawings and specifications, submittals, RFIs, pay requests, invoices, inspection reports, and so forth. Z&K will act as the hub for the management of all information flow.
Z&K has extensive experience providing document management solutions for its clients. Z&K’s approach to information management also includes building a communication framework to foster partnering and teamwork relationships for all the project stakeholders. -
CODES & PROCEDURES MANAGEMENT | Z&K has a strong knowledge of the City, County, State, and Federal codes and procedures that are required to deliver a successful project. Z&K will ensure that all codes and procedures are properly followed for the City’s Project.
Some of the requirements are as follows:
o Project Construction Documents
o California Building Code
o California Plumbing Code
o California Mechanical Code
o California Electrical Code
o California Building Energy
Efficiency Standards
o Title 24, Part 2, 2.5, 3, 4, 5, 6, 11
o California Fire Code
o California Residential Code
o California Green Building Code
o California Disabled Regulations
o City Codes & Ordinances
o City Grading Code & Manual
o APWA “Greenbook” Standard
Specifications for Public
Works Construction
o Caltrans Standards,
Specifications, and
Procedures
o Caltrans Construction Manual
o Caltrans Safety Manual
o OSHA Construction Safety
Orders
o 10/30-hr OSHA Training
Certification
o Local Assistance Procedures
Manual (LAPM)
o City Standards and Design
Manuals
o State and Federal Building
Codes (Site Accessibility)
o County Procedures and
Guidelines
o Work Area Traffic Control
Handbook (WATCH) Manual
o Manual of Uniform Traffic
Control Devices (MUTCD)
o Project Safety Plan (PSP)
o Site Health and Safety Plan
o Activity Hazard Analysis (AHA)
CONSTRUCTABILITY REVIEW COMMENTS
Traffic Signal Turn-On | The Engineer shall be notified at least three (3) working days prior to the intended traffic signal turn-on. The Contractor shall not proceed with the turn-on without the presence of the Engineer or his representative. The Contractor shall arrange to have a signal technician, qualified to work on the controller and employed by the traffic signal controller cabinet manufacturer or his representative, present at the time of turn-on to verify operation of the equipment.
Material Delays | The Contractor must consider possible material delivery delays due to specified products; Avg TS Materials could range from 20 - 40-week lead times.
Existing Detection Maintained | Existing detection shall be maintained at all times during construction. In the event of unexpected damage by the Contractor or any of their subcontractors as determined by the City Representative, the Contractor shall commence repairs immediately. The Con tractor shall replace and restore to operation any damaged detector (inductive loop or other) within three (3) calendar days after damage occurs.
Traffic Signals to Remain in Operation | Contractor will be responsible for Existing Traffic Signals to REMAIN IN OPERATION until the new/modified installation has been satisfactorily tested and placed in operation and functional during the construction period. This includes Furnishing and Supply ing Maintenance, providing Temporary materials and equipment needed with no additional cost compensation. There is no separate pay item for Operations or Maintenance during construction; Operations and Maintenance is considered incidental to the construction process.
Traffic Signal Standard Pole Removals | It is the Contractor’s responsibility to field verify that all Traffic Signal Standard poles that call out for removal, as well as the exposed existing foundations not on the plans must have the Foundation excavated, removed complete, and backfilled complete with 2 Sack slurry at no extra cost to the City.
Avenida Quintana / Vista Chino | Pole F is not MUTCD/ ADA compliant with the top of Anchor bolts being roughly 2'' below finish sidewalk Grade.
Avenida Quintana / Vista Chino | Pole G has existing unsafe liability dent damages beyond repair. Pole is outdated and should be replaced with a new standard.
Gerald Ford Dr & Plumley Rd | Pole F is not in MUTCD / ADA compliance 1. Anchor bolts and base plate is buried and covered in Rocks; Pole should be upgraded to new standard. 2. New proposed APS push button will not be in compliance mounted on this pole since there is no flat landing disability access to push button.
E Canyon Plaza & E Palm Canyon Dr . | 1. This intersection is within State (Caltrans) ROW Easements (CA111). The Contractor will be responsible for pulling Caltrans Permits and ROW easement boundary limits before work is performed.
2. Pole E APS push button will not be ADA compliant due to the distance of button compared to crosswalk landing. City will need to add a compliant push button post to plan detail. 3. Pole A is not to standard compliance while pole base is buried in dirt slope.
Ramon Road & Avenida Del Yermo | 1. Pole A proposed push button will not be in compliance due to not having a flat concrete sidewalk area for disability access. also distance from crossing stop bar exceeds 5ft from push button. 2. Pole C is located in the middle of Ramp. The Ramp should be shifted to accommodate a flat surface at APS PB or Relocate and upgrade pole to newest standards out of ramp.
3.G.b
Packet Pg. 118
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A
RISK MANAGEMENT LOG
Based on a comprehensive review of the project documents, Z&K has identified the following potential risks and response strategies.
ID Risk
Impact
Occurrence
Probability Risk Description Project Impact Response Strategy 1 High High Traffic Control/Street
Closure Restriction
Safety & Public
Inconvenience
Ensure that project phasing is followed for lowest impact to businesses and public. Our team will review the traffic control plans to ensure they comply with the WATCH manual and MUTCD requirements. We will review it for minimum lane widths and as well as continuous and safe access for pedestrians. We will ensure temporary pavement markings are implemented. Our team will work closely with the Contractor to provide advanced notice to first responders and essential services.
2 High High Long Lead Items Schedule Ensure the contractor begins process to order/procure possible long lead items or items that require coordination.
3 High High Agency
Coordination
Schedule &
Budget
Our Team will ensure that all agencies affected by this Project are invited to the pre - construction conference and informed of the Project schedule and progress. Z&K will ensure that the Project complies with all permit requirements and environmental mitigation measures.
4 High High
Potential Hazardous
Services & Utility
Coordination
Schedule,
Budget &
Safety
Ensure that Dig Alert tickets are current and up to date prior to excavation. We will keep track of hazardous and non-hazardous and conflicting utilities during our regular progress meetings. We will ensure that the Contractor coordinates with Underground Service Alert and all utilities are marked prior to the start of construction. We will track existing utilities marked by Underground Service Al ert to ensure that mark outs are recorded and documented. After mark outs, contractor will be required to pothole. Additionally, contractor shall notify all utility agencies to performing any work. 5 High High Extensive Change
Order Claims
Schedule &
Budget
Closely monitor the work and the change order process. Identify potential change orders early and proactively develop solutions.
6 High High Pedestrian Access
During Construction
Safety &
Schedule The contractor is responsible to maintain pedestrian access around the project at all times. 7 High High Public/Community
Outreach
Safety &
Schedule
It is imperative that our community outreach does not only include property owners, business owners and residents, but also elected officials, management from the City, and all affected agencies. We will coordinate a Press Conference with the City, community, and elected officials. Prepare announcements and communicate to public early. Letters to residents will be critical as well as early placement of no parking signs. 8 High Medium Delays Due to Other
Projects
Schedule &
Budget
Z&K will work closely with the City to ensure that other scheduled projects do not interfere with our project. We will also work closely with local agencies to ensure project schedule overlap and conflicts do not occur.
9 High Medium Weekend
Work/Overtime Budget
All overtime shall be approved by the City prior to the commencement of work and all associated costs for inspection/construction management shall be at the expense of the contractor.
10 High Medium Public Safety Safety
Z&K will work closely with the contractor to ensure that the Fire Department will be involved in the scheduling and planning stages for the streets. The Sheriff’s Department will also be notified of all scheduled construction activity as this work will impact major traffic routes. 11 Medium Medium Damage to Private
Properties
Public
Inconvenience
Damage to private property and vehicles occasionally occurs during construction activities. Community outreach shall include a procedure to notify Z&K immediately if any damage occurs.
12 Medium Medium Job Site
Housekeeping
Safety & Public
Inconvenience
We will have the contractor commit to street sweeping during all construction activity. This item should not be left to the discretion of the Contractor but rather a specific directive from the City to the Contractor.
3.G.b
Packet Pg. 119
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K
PROPOSED SCHEDULE
Our in-house design team and construction management team worked together to create the schedule since both thoroughly understand the City’s expectations for this Project. Our proposed schedule was developed using Primavera P6 technology. This schedule includes the stages of work, time frames, and shows the ability to perform the required services in a timely manner.
Activity ID Activity Name Original DurationStart Finish CAT CATCAT CATHEDRAL CITY - TRAFFIC SIGNAL IMPROVEMENTS AT 12 LOCA 252 25-Mar-24 19-Mar-25 CAT .3 ADCAT .3 ADMINSTRATION 252 25-Mar-24 19-Mar-25 CAT.3.1 CAT.3.1 NTP CONTRACT MILESTONES 252 25-Mar-24 19-Mar-25 C1005 CONSTRUCTION NTP - PROPOSED CONTRACT DURATION 120 WORKING DAYS 120 30-Sep-24* 19-Mar-25 C1015 CONSTRUCTION START DATE NTP SEPTEMBER 30TH 2024 0 30-Sep-24* C1025 LONG LEAD MATERIAL PROCUREMENT - ADMINSTRATIVE NTP (6MONTHS) 0 25-Mar-24 CAT.3.2 CAT.3.2 PREPARE/SUBMIT/REVIEW SUBMITTALS 0 25-Mar-24 25-Mar-24 A1035 Construction Schedule 0 25-Mar-24
A1036 Notifications to Residents 0 25-Mar-24
A1050 Traf fic Signal Equipment 0 25-Mar-24
A1060 Concrete Mix Designs 0 25-Mar-24
A1130 AC Mix Designs 0 25-Mar-24
A1140 Truncated Domes 0 25-Mar-24
CAT .2 COCAT .2 CONSTRUCTION 120 30-Sep-24 19-Mar-25
A1410 Mobilization 5 30-Sep-24* 04-Oct-24
A1420 Potholing 5 02-Oct-24 08-Oct-24
CAT.2.1 CAT.2.1 RAMON & WHISPERING PALMS TRAIL 10 07-Oct-24 18-Oct-24 A1470 Concrete Removals 5 07-Oct-24* 11-Oct-24
A1475 Pour Concrete 2 14-Oct-24 15-Oct-24
A1480 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 07-Oct-24 18-Oct-24 CAT.2.2 CAT.2.2 RAMON & AVENIDA MARAVILLA 10 16-Oct-24 29-Oct-24 A1490 Concrete Removals 5 16-Oct-24* 22-Oct-24
A1500 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 16-Oct-24 29-Oct-24 A1510 Pour Concrete 2 23-Oct-24 24-Oct-24
CAT.2.3 CAT.2.3 VISTA CHINO AT AVENIDA QUINTANA & DESERT PRINCESS DRIVE 10 30-Oct-24 13-Nov-24 A1560 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 30-Oct-24 13-Nov-24 CAT.2.4 CAT.2.4 GERALD FORD DRIVE A T PLUMLEY ROAD & AVENIDA DEL SOL 25 25-Oct-24 02-Dec-24 A1580 Concrete Removals 5 25-Oct-24* 31-Oct-24
A1590 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 14-Nov-24 27-Nov-24 A1600 Pour Concrete 2 29-Nov-24 02-Dec-24
CAT.2.5 CAT.2.5 EAST PALM CANYON DRIVE AT EL DORADO 10 03-Dec-24 16-Dec-24 A1610 Concrete Removals 5 03-Dec-24* 09-Dec-24
A1620 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 03-Dec-24 16-Dec-24 A1630 Pour Concrete 2 10-Dec-24 11-Dec-24
CAT.2.6 CAT.2.6 RAMON ROAD AT DESERT VISTA ROAD / AVE DEL YERMO AVENUE 10 17-Dec-24 31-Dec-24 A1650 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 17-Dec-24 31-Dec-24 CAT.2.7 CAT.2.7 RAMON ROAD AT DA VALL DRIVE 25 12-Dec-24 16-Jan-25 A1670 Concrete Removals 5 12-Dec-24* 18-Dec-24
A1680 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 01-Jan-25 14-Jan-25 A1690 Pour Concrete 2 15-Jan-25 16-Jan-25
CAT.2.8 CAT.2.8 DATE PALM DRIVE AT VIA OLIVERA 10 15-Jan-25 28-Jan-25 A1710 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 15-Jan-25 28-Jan-25 CAT.2.9 CAT.2.9 DINAH SHORE DRIVE AT PLUMLEY ROAD 20 17-Jan-25 13-Feb-25 A1730 Concrete Removals 5 17-Jan-25* 23-Jan-25
A1740 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 29-Jan-25 11-Feb-25 A1750 Pour Concrete 2 12-Feb-25 13-Feb-25
CAT.2.10CAT.2.10 LANDAU BOULEVARD AT 30TH AVE 8 14-Feb-25 25-Feb-25 A1760 Concrete Removals 5 14-Feb-25* 20-Feb-25
A1770 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 8 14-Feb-25 25-Feb-25 A1780 Pour Concrete 2 21-Feb-25 24-Feb-25
CAT.2.11CAT.2.11 DINAH SHORE DRIVE AT CATHEDRAL CANYON DRIVE 8 26-Feb-25 07-Mar-25 A1800 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 8 26-Feb-25 07-Mar-25 CAT.2.12CAT.2.12 DATE PALM DRIVE AT GERALD FORD DRIVE 8 10-Mar-25 19-Mar-25 A1830 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 8 10-Mar-25 19-Mar-25 Oct Nov Dec Jan Feb Mar Apr May Jun Jul
2024 2025
19-Mar-25, CAT CATHEDRAL CITY - TRAFFIC SIGNAL IMPROVEMENTS AT 12 LOCATIONS 19-Mar-25, CAT.3 ADMINSTRATION
19-Mar-25, CAT.3.1 NTP CONTRACT MILESTONES
CONSTRUCTION NTP - PROPOSED CONTRACT DURATION 120 WORKING DAYS CONSTRUCTION START DATE NTP SEPTEMBER 30TH 2024, 30-Sep-24* 19-Mar-25, CAT.2 CONSTRUCTION
Mobilization
Potholing
18-Oct-24, CAT.2.1 RAMON & WHISPERING PALMS TRAIL
Concrete Removals
Pour Concrete
Traffic Signal Upgrades - Testing Traffic Signal Equipment 29-Oct-24, CAT.2.2 RAMON & AVENIDA MARAVILLA
Concrete Removals
Traffic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
13-Nov-24, CAT.2.3 VISTA CHINO AT AVENIDA QUINTANA & DESERT PRINCESS DRIVE Traf fic Signal Upgrades - Testing Traffic Signal Equipment 02-Dec-24, CAT.2.4 GERALD FORD DRIVE AT PLUMLEY ROAD & AVENIDA DEL SOL Concrete Removals
Traf fic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
16-Dec-24, CAT.2.5 EAST PALM CANYON DRIVE AT EL DORADO Concrete Removals
Traffic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
31-Dec-24, CAT.2.6 RAMON ROAD AT DESERT VISTA ROAD / AVE DEL YERMO AVENUE Traf fic Signal Upgrades - Testing Traffic Signal Equipment 16-Jan-25, CAT.2.7 RAMON ROAD AT DA VALL DRIVE
Concrete Removals
Traf fic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
28-Jan-25, CAT.2.8 DATE PALM DRIVE AT VIA OLIVERA
Traf fic Signal Upgrades - Testing Traffic Signal Equipment 13-Feb-25, CAT.2.9 DINAH SHORE DRIVE AT PLUMLEY ROAD
Concrete Removals
Traf fic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
25-Feb-25, CAT.2.10 LANDAU BOULEVARD AT 30TH AVE
Concrete Removals
Traf fic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
07-Mar-25, CAT.2.11 DINAH SHORE DRIVE AT CATHEDRAL CANYON DRIVE Traffic Signal Upgrades - Testing Traffic Signal Equipment 19-Mar-25, CAT.2.12 DATE PALM DRIVE AT GERALD FORD DRIVE Traffic Signal Upgrades - Testing Traffic Signal Equipment
CATHEDRAL CITY
TRAFFIC SIGNAL IMPROVEMENTS (HSIP CYCLE 9A)
FEDERAL AID PROJECT NO. HSIPL-5430(034)
CITY PROJECT NO. CO8752
Actual Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
summary
3.G.b
Packet Pg. 120
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K iv. SCOPE OF WORK
Our Team’s relevant experience allows them to provide overall administration of the construction process based on their unique ability to fully understand the construction process, work proactively to identify problems early, and to mitigate each risk before it affects the project performance goals. Z&K proactively serves as the project’s administrator and provides consistent coordination between all project stakeholders including the City, Design Engineer, and selected construction contractor and subcontractors. Z&K has thoroughly reviewed the Request for Proposal (RFP); we confirmed our team will provide all scope of work tasks as outlined in the RFP scope of services. The Z&K Team, at a minimum, will perform t he following:
CONSTRUCTION MANAGEMENT | Z&K will p erform a “third” party constructability review of the Project plans and specifications prior to the preconstruction conference and identify potential problems that may need attention before construction starts. We will review Project permit requirements and schedule and attend a field walk with inspector(s), design engineer, and City representatives. The team will schedule and chair a kick- off meeting with the City to discuss the proposed work plan and special concerns to be presented at the preconstruction meeting, and attend the Pre-Construction meeting. We will provide a preconstruction agenda to the City for concurrence, schedule a preconstruction meeting and notify attendees. It is envisioned that the preconstruction meeting will include all interested parties, including utilities, sub- contractors, etc. The team will provide coordination of Project activities and prepare reports and documents, as necessary, for City review and action. We will maintain at the Project site, on a current basis: a record copy of all contracts, drawings, specifications, addenda, change orders, and other modifications, in good order and marked to record all changes made during construction; shop drawings, product data; samples; submittal; purchases; materials; equipment; applicable handbooks; maintenance and operating manuals and instructions; other related documents and revisions which are relevant to the contract work.
Z&K will p rovide weekly status reports to the City as required. We will c ontact the Tribal Historic Preservation Office to arrange cultural monitoring. The team will r eview laboratory, shop, and mill test reports of materials and equipment, and coordinate as required with the design engineer(s) , as well as prepare and send a Weekly Statement of Working Days, noting the controlling operations, to the contractor. We will monitor contractor and sub-contractor compliance with State and Federal labor laws and pa perwork requirements including: monitor Contractor’s certified payroll; spot check payrolls for prevailing wage compliance; conduct employee interviews; maintain evidence of apprentices employed on the Project; and ensure that the contractor has posted all required posters, notices, and wage determinations at the job site. Z&K will prepare daily/weekly Resident Engineer reports listing the type of work done, controlling operation, weather conditions, important discussions/agreements with the Contractor, and any other important facts pertaining to the Project that are not specifically covered elsewhere in the contract records. We will monitor and document domestic water or sanitary sewer improvements for compliance with the Project plans and specifications and for any requirements from Coachella Valley Water District or Desert Water Agency.
The team will administer the construction contract in conformance with the requirements set forth in the Project plans and specifications including applicable requirements from Caltrans’ Standard Plans and Specifications, Local Assistance Procedures, Standard Specifications for Public Works Construction and the City of Cathedral City. We will receive, log, and respond to contractor Request for Information (RFI) and conduct weekly construction progress meetings with the Contractor, Sub-contractors, City Staff, Design Engineer, Sub-consultants, affected outside agencies, general public, business owners, other consultants, etc. to discuss matters such as procedures, progress, problems, and scheduling ; we will then p repare and distribute meeting minutes. Z&K will r eview and approve Subcontracting Request forms , coordinate and monitor all inspection activities, and m aintain an open- door policy and meet with the general public as needed regarding street construction and make recommendations to address any concerns. We will receive and process all shop drawings, Project data, samples, and other submittals to the design engineer for review and establish and implement procedures for expediting the processing and approval of submittal. We will coordinate submittal review with the design engineer on an as -needed basis, coordinate with the City Engineer and other City Departments, and document all claims and maintain account records.
We will provide all necessary documentation and support to the City in settling claims.
The team will administer implementation of Project’s Traffic Control Plan and perform weekly reviews for conformance to approved plan. We will coordinate and schedule construction surveying, coordinate testing requirements and scheduling of material testing, and r eview and analyze the Contractor’s schedule (weekly), including activity sequences and duration, schedule of submittal and schedule of delivery for products with long lead times. We will work with Contractor to maintain the Project schedule to show current conditions and suggest revisions as required. Z&K will r ecommend necessary or desirable changes in the Construction Contractor’s scope of work to the City. Review and evaluate the contractor’s request for changes and negotiate with the Contractor and submit recommendations to the City supported by field data related to any additional work. If change orders are accepted by the City, we will prepare change orders for signature and authorization by the city. We will maintain a log of change requests. Z&K will create and maintain “As-Built” Project schedule, review pay requests and provide recommendation for contractor payments , m anage contractor DBE requirements , c oordinate the Transition of the Project to City Maintenance, coordinate any training sessions required for City Staff, and conduct regular coordination meetings with property owners and business owners.
3.G.b
Packet Pg. 121
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A Z&K will provide the following Project closeout services: a dminister and coordinate final inspections, c oordinate the correction and the completion of the work, assist the City in determining when the Project, or a designated portion thereof, is substantially complete, prepare for the City, a summary of the status of the work of the Contractor, listing changes in the previously issued certificates of substantial completion of the work, and recommending the times within which the Contractor shall complete uncompleted items on the certificate of substantial completion of the work , calculate the amount of final payment due to the prime Contractor , obtain evidence of certification of all lien releases , secure and transmit to the City, required guarantees, issue the notice of substantial completion, coordinate any startup requirements, deliver all equipment manuals, special equipment, spare parts, catalogs, and other materials required by specifications, collect all “As-Built” data from all contractors and consultants, and make recommendation for the release of retention. Z&K will provide construction management documents and records to the City.
LABOR COMPLIANCE | The Z&K Team will monitor the Contractor and sub-contractor compliance with State and Federal labor law and paperwork requirements including monitoring Contractor’s certified payroll and supporting payroll records (statements of compliance, fringe benefit statements, deductions, apprentice registration, etc.), spot checking payrolls for compliance, monitoring applicable State and Federal prevailing wage requirements as well as providing State and Federal prevailing wage rates for labor complian ce support, conducting employee interviews, maintaining evidence of apprentices/trainees employed on the Project, and ensuring that the contractor has posted all required posters, notices, and wage determinations at the job site. Z&K will prepare and present mandatory labor compliance checklist to be presented to and acknowledged by the contractor at the pre-Construction meeting.
INSPECTION | The Z&K team will r eview contract documents, plans and permits, attend field walks and kick off meetings, and attend the pre-construction meeting. We will m onitor and enforce construction noticing requirements, including but not limited to PM10 and SWPPP requirements. We will maintain field diary (bound workbooks) during construction, including a cumulative record of quantities constructed, daily and weekly reports, working day reports, change order documentation, photographs, and other documentation. The team will maintain a separate field diary for change order work. We will m onitor the contractor’s fugitive dust control plan and ensure the contractor using approved haul routes and they are kept clean. The team will ensure compliance with the construction contract by continuously monitoring, evaluating, approving or rejecting the Contractor's work in accordance with the approved construction contract documents. Z&K will d etermine that the Contractor’ s work is being performed in accordance with the requirements of the contract documents.
Endeavor to guard City against defects and deficiencies in the work. As appropri ate, we will require special inspection or testing, or make recommendations to City regarding special inspection or testing of work not in accordance with the provisions of the contract documents whether such work is fabricated, installed or completed.
We will t rack and monitor construction costs , provide and maintain a digital photographic history of the progress of the Project. Photos will also be taken of the following: Showing existing conditions prior to construction , disputed work items, work that must be duplicated, replaced or removed, completed work, and extra Work. Record the progress of the Project.
Maintain a daily log containing a record of weather, Contractor and sub -contractor’s work on site, Contractor and sub - contractor’s equipment with h ours on site and idle time, number and names of workers with hours on site, work accomplished, problems encountered, and other relevant data. Provide copies of daily logs to City as requested. Include information on Contractor and the entire Project, showi ng percentages of completion. Daily Reports should be detailed enough to develop Time and Material payments for the contractor's work in case of future disputes. During the course of construction, we will maintain one set of plans with markings and dimensi ons in red ink to denote field changes or other corrections. Z&K will ensure ADA compliance an maintain copies of all permits needed to construct the project and enforce special requirements of each.
MATERIAL TESTING | Materials testing services will be provided by our subconsultant, Converse Consultants, with whom we have worked on multiple projects in the past. Z&K will be responsible for supervising and coordinating the materials and geotechnical testing program to ensure all required testing is perfor med with the required frequencies and documented according to the City’s plans, specifications, and industry standards. Sampling and testing activities will be conducted in accordance with the contract documents and approved procedures. The Inspector will work with the Contractor to correct any failed tests and achieve compliance. Our team can effectively make decisions and coordinate with other professionals on field issues related to material testing and inspection. Z&K will develop and provide a comprehensive testing program for the Project in accordance with the contract documents.
Z&K understands that the selected firm will be responsible for providing construction engineering support to ensure delivery of the Projects remain consistent with ATP project schedules and programming guidelines, communicating with Caltrans on project deliverables and other administrative functions associated with delivering state funded Local Assistance projects. iv. Addendums
Z&K acknowledges that there were no addendums issued.
3.G.b
Packet Pg. 122
Attachment: Z&K Consultant Inc. Work Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A
B. COST PROPOSAL Engineering Department, City of Cathedral City March 7, 2024 68700 Avenida Lalo Guerrero, Cathedral City, CA 92234 Subject: Cost Proposal for Request for Qualifications/Proposals to provide Professional Construction Engineering Support Services for Highway Safety Improvement Program (HSIP) Traffic Signal Improvements at 12 Intersections Project (Federal Project No. HSIP-5430(034) – City Project No. C08752) To Whom it May Concern, Z&K Consultants, Inc. (Z&K) proudly presents our cost proposal for Request for Qualifications/Proposals to provide Professional Construction Engineering Support Services for Highway Safety Improvement Program (HSIP) Traffic Signal Improvements at 12 Intersections Project (Federal Project No. HSIP-5430(034) – City Project No. C08752). Our not-to-exceed total lump sum fee for Professional Construction Engineering Support Services is $209,124.00. Z&K Consultants based our cost proposal on the scope of work provided in the Request for Proposals. All prevailing wage requirements will be followed by the team. All team members are in conformance with the State of California Labor compliance requirements. Rates included in our Cost Proposal are fully billable rates. All overhead costs are included. All insurance will be in force at the time of contract execution. Z&K has carefully selected this "A-Team" and committed our most qualified staff for the duration of the contract to deliver a successful project. We understand the importance of meeting budgets and schedules; we have a strategic plan in place to deliver projects with such benchmarks in mind. Our proposed team members are recognized as experts in Construction Management and Inspection services and will provide “turn-key” services for the City’s Project. Below is a table with the hourly rate schedule: Z&K Consultants, Inc Hourly Rates: Senior Construction Manager//Resident Engineer ......................................................................................... $212.00 Senior Construction/Traffic Signal Inspector .................................................................................................. $188.00 Project Manager/Office Engineer ................................................................................................................... $135.00 Constructability Reviewer ............................................................................................................................... $166.00 Labor Compliance .......................................................................................................................................... $128.00 Z&K Consultants commits that all assigned personnel will not be removed or replaced without prior written City approval. Key personnel will be available to the extent proposed for the duration of the contract. Our proposed and fully committed team is fully capable and exceptionally qualified. They have held many leadership roles and supervisory management positions in many local agencies including the private and public sectors. All can multi-task, are multi-disciplined, and have a full understanding of all aspects of the proposed project requirements. I will serve as the contact person for the full duration on the contract and I am authorized to bind the firm to the terms of the proposal. By signing below, I attest that all information submitted is true and accurate. This proposal shall remain valid for a period of not less than 90 days from the date of submittal. The payment terms shall be net thirty (30) days. We are excited about this opportunity to serve the City and are committed to the successful completion the City’s important project. Sincerely, Crystal Fraire, PE | President Z&K Consultants Inc. 17130 Van Buren Blvd. | Suite 122 | Riverside, CA 92504 951.310.7470 | [email protected]
3.G.c
Packet Pg. 123
Attachment: Z&K Consultants Inc. Cost Proposal (4119 : Award Professional Services Agreement to Z & K Consultants for HSIP Cycle 9A
NOT-TO-EXCEED FEE SCHEDULE The fee proposal shall be based on a not-to-exceed fee for a construction period of 72 working days. This assumes 40 hours for constructability review, 2 hours a day for the Senior Construction Manager/ Resident Engineer, full-time for the Senior Construction/Traffic Signal Inspector, 4 hours a week for the Labor Compliance Officer, and 2 hours a day for the Project Manager/Office Engineer. COST PROPOSAL FOR REQUEST FOR QUALIFICATIONS/PROPOSALS TO PROVIDE PROFESSIONAL CONSTRUCTION ENGINEERING SUPPORT SERVICES FOR HIGHWAY SAFETY IMPROVEMENT PROGRAM (HSIP) TRAFFIC SIGNAL IMPROVEMENTS AT 12 INTERSECTIONS PROJECT (FEDERAL PROJECT NO. HSIP-5430(034) – CITY PROJECT NO. C08752) Task/ Classification Senior Construction Manager/ Resident Engineer (Hrs) Senior Construction/ Traffic Signal Inspector (Hrs) Labor Compliance Officer (Hrs) Project Manager/ Office Engineer (Hrs) Constructability Reviewer (Hrs) Material Testing Services Total Cost Hourly Rate $ 212.00 $ 188.00 $ 128.00 $ 135.00 $ 166.00 - Pre-Construction Services 8 16 8 16 24 - $11,872.00 Construction Management 144 - - - - - $30,528.00 Construction Inspection - 576 - - - - $108,288.00 Office Engineering - - - 144 - - $19,440.00 Labor Compliance - - 60 - - - $7,680.00 Project Closeout 40 24 8 40 - - $19,416.00 Material Testing Services - - - - - $11,900.00 $11,900.00 TOTAL $40,704.00 $115,808.00 $9,728.00 $27,000.00 $3,984.00 $11,900.00 $209,124.00 Z&K Consultants commits that all assigned personnel will not be removed or replaced without prior written City approval. Key personnel will be available to the extent proposed for the duration of the contract. Our proposed and fully committed team is fully capable and exceptionally qualified. They have held many leadership roles and supervisory management positions in many local agencies including the private and public sectors. All can multi-task, are multi-disciplined, and have a full understanding of all aspects of the proposed project requirements.
3.G.c
Packet Pg. 124
Attachment: Z&K Consultants Inc. Cost Proposal (4119 : Award Professional Services Agreement to Z & Scores Falcon Engineering, Inc. Z&K Consultants, Inc. Transtech Engineers RTEA, Inc.
Rater 1 8 28 48 07 6
Rater 2 9 09 57 48 3
Rater 3 9 89 38 59 1
Rater 4 8 79 08 09 0
AVERAGE 89.3 90.5 79.8 85.0
Rankings Falcon Engineering, Inc. Z&K Consultants, Inc. Transtech Engineers RTEA, Inc.
Rater 1 2134
Rater 2 2143
Rater 3 1243
Rater 4 3141
AVERAGE 2.0 1.3 3.8 2.8
RFQ/P ‐ Professional Construction Engineering Support Services (HSIP Cycle 9A)
RFQ/P ‐ Professional Construction Engineering Support Services
3.G.d
Packet Pg. 125
Attachment: RFQ/P Evaluations Scores and Rankings (4119 : Award Professional Services Agreement to - 1 -
4886-8063-8473 v2
AGREEMENT FOR SERVICES
BETWEEN
THE CITY OF CATHEDRAL CITY, CALIFORNIA
AND
Z&K CONSULTANTS, INC.
This Agreement for Services (“Agreement”) is entered into as of this 27 th day of March, 2024 by and between the City of Cathedral City , a municipal corporation (“City”) and Z&K Consultants, Inc., a women-owned, certified small business located in Southern California (“Contractor”). City and Contractor are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”
RECITALS
A. City has sought, by request for qualifications and proposals, the performance of the services defined and described partic ularly in Section 2 of this Agreement.
B. Contractor, following submission of a proposal for the performance of the services defined and described particularly in Section 2 of this Agreement, was selected by the City to perform those services.
C. The Parties desire to formalize the selection of Contractor for performance of those services defined and described particularly in Section 2 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.
OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained here and other consideration, the value and adequacy of which are hereby acknowledged, the Parties agree as follows:
SECTION 1. TERM OF AGREEMENT.
Subject to the provisions of Section 20 "Termination of Agreement" of this Agreement, the Term of this Agreement is for Eighteen (18) months commencing on the date first ascribed above.
SECTION 2. SCOPE OF SERVICES & SCHEDULE OF PERFORMANCE.
Contractor agrees to perform the services set forth in Exhibit “A” “Scope of Services” (hereinafter, the “Services”) and made a part of this Agreement by this reference. The Services shall be completed pursuant to the schedule specified in Exhibit “A.” Should the Services not be completed pursuant to that schedule, the Service Provider shall be deemed to be in Default of this Agreement. The City, in its sole discretion, may choose not to enforce the Default provisions of this Agreement and may instead allow Service Provider to continue performing the Services.
SECTION 3. ADDITIONAL SERVICES.
3.G.e
Packet Pg. 126
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 2 -
4886-8063-8473 v2
Contractor shall not be compensated for any work rendered in connection with its performance of this Agreement that are in addition to or outside of the Services unless such additional services are authorized in advance and in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of this Agreement. If and when such additional work is authorized, such additional work shall be deemed to be part of the Services.
SECTION 4. COMPENSATION AND METHOD OF PAYMENT.
(a) Subject to any limitations set forth in this Agreement, City agrees to pay Contractor the amounts specified in Exhibit “B” “Compensation” and made a part of this Agreement by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed Two Hundred Nine Thousand One Hundred Twenty Four dollars ($209,124), unless additional compensation is approved in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of this Agreement.
(b) Each month Contractor shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month. The invoice shall detail charges by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and subcontractor contracts. Subcontractor charges shall be detailed by the following categories: labor, travel, materials, equipment and supplies . If the compensation set forth in subsection (a) and Exhibit “B” include payment of labor on an hourly basis (as opposed to labor and materials being paid as a lump sum), the labor category in each invoice shall include detailed descriptions of task performed and the amount of time incurred for or allocated to that task. City shall independently review each invoice submitted by the Contractor to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. In the event that no charges or expenses are disputed, the invoice shall be approved and paid according to the terms set forth in subsection (c). In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Contractor for correction and resubmission.
(c) Except as to any charges for work performed or expenses incurred by Contractor which are disputed by City, City will use its best efforts to cause Contractor to be paid within thirty (30) days of receipt of Contractor’s correct and undisputed invoice. (d) Payment to Contractor for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Contractor.
SECTION 5. INSPECTION AND FINAL ACCEPTANCE.
City may inspect and accept or reject any of Contractor ’s work under this Agreement, either during performance or when completed. City shall reject or finally accept Contractor’s work within sixty (60) days after submitted to City. City shall reject work by a timely written explanation, otherwise Contractor’s work shall be deemed to have been accepted. City’s acceptance shall be conclusive as to such work except with respect to latent defects, fraud and such gross mistakes as amount to fraud. Acceptance of any
3.G.e
Packet Pg. 127
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 3 -
4886-8063-8473 v2
of Contractor’s work by City shall not constitute a waiver of any of the provisions of this Agreement including, but not limited to, Section 16 “Indemnification” and Section 17 “Insurance.”
SECTION 6. OWNERSHIP OF DOCUMENTS.
All original maps, models, designs , drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents prepared, developed or discovered by Contractor in the course of providing the Services pursuant to this Agreement shall become the sole property of City and may be used, reused or otherwise disposed of by City without the permission of the Contractor. Upon completion, expiration or termination of this Agreement, Contractor shall turn over to City all such original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents.
If and to the extent that City utilizes for any purpose not related to this Agreement any maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents prepared, developed or discovered by Contractor in the course of providing the Services pursuant to this Agreement, Contractor’s guarantees and warranties in Section 9 “Standard of Performance” of this Agreement shall not extend to such use of the maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents.
All final work product developed by Contractor in the course of providing the Services pursuant to this Agreement shall become the sole property of City and may be used, reused or otherwise disposed of by City without the permission of the Contractor. Upon completion, expiration or termination of this Agreement, Contractor shall turn over to City all such f inal work product if paid for by the City. This provision specifically excludes Contractors’ work notes and drafts, which are owned by Contractor, not City.
SECTION 7. CONTRACTOR'S BOOKS AND RECORDS.
(a) Contractor shall maintain any and all documents and records demonstrating or relating to Contractor’s performance of the Services. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other documents or records evidencing or relating to the Services, including expenditures and disbursements charged to City pursuant to this Agreement. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permi t an accurate evaluation of the services provided by Contractor pursuant to this Agreement. Any and all such documents or records shall be maintained for three (3) years from the date of execution of this Agreement and to the extent required by laws relating to audits of public agencies and their expenditures. In accordance with California Government Code Section 8546.7, if the total compensation in Section 4 exceeds ten thousand dollars ($10,000.00), this Agreement and the Contractor's books and records related to this Agreement shall be subject to the examination and audit of the State Auditor, at the
3.G.e
Packet Pg. 128
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 4 -
4886-8063-8473 v2
request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement.
(b) Any and all records or documents required to be maintained pursuant to this section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its designated representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Contractor’s address indicated for receipt of notices in this Agreement.
(c) Where City has reason to believe that any of the documents or records required to be maintained pursuant to this section may be lost or discarded due to dissolution or termination of Contractor’s business, City may, by written request, require that custody of such documents or records be given to the City. Access to such documents and records shall be granted to City, as well as to its successors -in-interest and authorized representatives.
SECTION 8. INDEPENDENT CONTRACTOR.
(a) Contractor is and shall at all times remain a wholly independent contractor and not an officer, employee or agent of City. Contractor shall have no authority to bind City in any manner, nor to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise.
(b) The personnel performing the Services under this Agreement on behalf of Contractor shall at all times be under Contractor’s exclusive direction and control. Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall have control over the conduct of Contractor or any of Contractor’s personnel.
Contractor shall not at any time or in any manner represent that Contractor or any of Contractor’s personnel are in any manner officials, officers, or employees of City. (c) Neither Contractor, nor any of Contractor’s personnel shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Contractor expressly waives any cla im Contractor, its officers, employees, agents or subcontractors, may have to any such rights. Contractor’s indemnity obligations in Section 16 “Indemnification” of this Agreement include the obligation to indemnify the City from and against any liability that may arise related to claims that Contractor, its officers, employees, agents or subcontractors, are entitled to retirement, health care or any other benefits that accrue to City employees. This provision shall survive the expiration or earlier termination of this Agreement.
SECTION 9. STANDARD OF PERFORMANCE.
(a) Contractor represents and warrants that it has the qualifications, experience and facilities necessary to properly perform the Services required under this Agreement in a thorough, competent and professional manner. Contractor shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all Services. In meeting its obligations under this Agreement, Contractor shall employ, at a minimum,
3.G.e
Packet Pg. 129
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 5 -
4886-8063-8473 v2
generally accepted standards and practices utilized by persons engaged in providing services similar to the Services required of Contractor under this Agreement. In addition to the general standards of performance set forth this section, additional specific standards of performance and performance criteria may be set forth in Exhibit “A” “Scope of Work” that shall also be applicable to Contractor’s work under this Agreement. Where there is a conflict between a general and a specific standard of performance or performance criteria, the specific standard or criteria shall prevail over the general. (b) Contractor warrants that (1) it has thoroughly investigated and considered the work to be performed, (2) it has investigated the i ssues, regarding the scope of services to be provided, (3) it has carefully considered how the work should be performed, and (4) it fully understands the facilities, difficulties and restrictions attending performance of the work under this Agreement.
SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES.
Contractor shall keep itself informed of and comply with all applicable federal, state and local laws, statutes, codes, ordinances, regulations and rules in effect during the term of this Agreement. Contr actor shall obtain any and all licenses, permits and authorizations necessary to perform the Services set forth in this Agreement. Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall be liable, at law or in equity, as a result of any failure of Contractor to comply with this section.
SECTION 11. PREVAILING WAGE LAWS
It is the understanding of City and Contractor that California prevailing wage laws do not apply to this Agreement because the Agreement does not involve any of the following services subject to prevailing wage rates pursuant to the California Labor Code or regulations promulgated thereunder: Construction, alteration, demolition, installation, or repair work performed on public buildings, facilities, st reets or sewers done under contract and paid for in whole or in part out of public funds. In this context, “construction" includes work performed during the design and preconstruction phases of construction including, but not limited to, inspection and land surveying work.
SECTION 12. NONDISCRIMINATION.
Contractor shall not discriminate, in any way, against any person on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status in connection with or related to the performance of this Agreement.
SECTION 13. UNAUTHORIZED ALIENS.
Contractor hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Contractor so employ such unauthorized aliens for the performance of the Services, and
3.G.e
Packet Pg. 130
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 6 -
4886-8063-8473 v2
should the any liability or sanctions be imposed against City for such use of unauthorized aliens, Contractor hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City.
SECTION 14. CONFLICTS OF INTEREST.
(a) Contractor covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Contractor ’s performance of the Services. Contractor further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the C ity Manager. Contractor agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. (b) City understands and acknowledges that Contractor is, as of the date of execution of this Agreement, independently involved in the performance of non- related services for other governmental agencies and private parties. Contractor is unaware of any stated position of City relative to such projects. Any future position of City on such projects shall not be considered a conflict of interest for purposes of this section. (c) City understands and acknowledges that Contractor will perform non- related services for other governmental agencies and private Parties following the completion of the Services under this Agreement. Any such future service shall not be considered a conflict of interest for purposes of this section. (d) City may determine that Contractor must disclose its financial interests by completing and filing a Fair Politic al Practices Commission Form 700, Statement of Economic Interests. If such a determination is made, Contractor shall file the subject Form 700 with the City Clerk’s Office pursuant to the written instructions provided by the Office of the City Clerk within ten (10) days of the request.
SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION. (a) All information gained or work product produced by Contractor in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Contractor. Contractor shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the City Manager, except as may be required by law.
(b) Contractor, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the City Manager or unless requested by the City Attorney of City, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Contractor gives City notice of such court order or subpoena.
3.G.e
Packet Pg. 131
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 7 -
4886-8063-8473 v2
(c) If Contractor, or any officer, employee, agent or subcontractor of Contractor, provides any information or work product in violation of this Agreement, then City shall have the right to reim bursement and indemnity from Contractor for any damages, costs and fees, incl uding attorney's fees, caused by or incurred as a result of Contractor ’s conduct.
Contractor shall promptly notify City should Contractor , its officers, employees, agents or subcontractors, be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admiss ions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. City retains the right, but has no obligation, to represent Contractor or be present at any deposition, hearing or similar proceeding. Contractor agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Contractor. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. Contractor shall not be held criminally or civilly liable under any Federal or State trade secret law for the disclosure of a trade secret that is made in confidence to a Federal, State, or local government official or to an attorney solely for the purpose of reporting or investigating a suspected violation of law or for the disclosure of a trade secret that is made in a complaint or other document filed in a lawsuit or other proceeding, if such filing is made under seal.
SECTION 16. INDEMNIFICATION.
(a) Indemnification for Professional Liability. Where the law establishes a professional standard of care for Contractor’s services, to the fullest extent permitted by law, Contractor shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and agents (“Indemnified Parties”) from and against any and all liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorneys ’ fees and costs, court costs, interest, defense costs, and expert witness fees) arise out of, are a consequence of, or are in any way attributable to, in whole or in part, any negligent or wrongful act, error or omission of Contractor, or by any individual or entity for which Contractor is legally liable, including but not limited to of ficers, agents, employees or subcontractors of Contractor , in the performance of professional services under this Agreement. Notwithstanding the foregoing, to the extent that the Consultant’s services are subject to California Civil Code Section 2782.8, the above indemnity, including the cost to defend, shall be limited to the extent required by Civil Code Section 2782.8.
(b) Indemnification for Other than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Contractor shall indemnify, protect, defend and hold harmless City, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administ rative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorneys’ fees and costs, court costs, interest, defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in
3.G.e
Packet Pg. 132
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 8 -
4886-8063-8473 v2
whole or in part, the performance of this Agreement by Contractor, or by any individual or entity for which Contractor is legally liable, including but not limited to off icers, agents, employees or subcontractors of Contractor.
(c) Indemnification from Subcontractors. Contractor agrees to obtain executed indemnity agreements with provisions identical to those set forth in this section from each and every subcontractor or any other person or entity involved by, for, with or on behalf of Contractor in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Contractor fails to obtain such indemnity obligations from others as required herein, Contractor agrees to be fully responsible according to the terms of this section. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth herein is binding on the successors, assigns or heirs of Contractor and shall survive the termination of t his Agreement or this section.
(d) City’s Negligence . The provisions of this section do not apply to claims occurring as a result of City’s sole negligence. The provisions of this section shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officials, employees and agents.
SECTION 17. INSURANCE.
Contractor agrees to obtain and maintain in full force and effect during the term of this Agreement the insurance policies set forth in Exhibit “C” “Insurance” and made a part of this Agreement. All insurance policies shall be subject to approval by City as to form and content. These requirements are subject to amendment or waiver if so approved in writing by the City Manager. Contractor agrees to pr ovide City with copies of required policies upon request.
SECTION 18. ASSIGNMENT.
The expertise and experience of Contractor are material considerations for this Agreement. City has an interest in the qualifications and capability of the persons and entities who will fulfill the duties and obligations imposed upon Contractor under this Agreement. In recognition of that interest, Contractor shall not assign or transfer this Agreement or any portion of this Agreement or the performance of any of Contractor ’s duties or obligations under this Agreement without the prior written consent of the City.
Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this Agreement entitling City to any and all remedies at law or in equity, including termination of this Agreement pursuant to Section 20 “Termination of Agreement.” City acknowledges, however, that Contractor , in the performance of its duties pursuant to this Agreement, may utilize subcontractors.
SECTION 19. CONTINUITY OF PERSONNEL.
Contractor shall make every reasonable effort to maintain the stability and continuity of Contractor’s staff and subcontractors, if any, assigned to perform the Services. Contractor shall notify City of any changes in Contractor’s staff and
3.G.e
Packet Pg. 133
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 9 -
4886-8063-8473 v2
subcontractors, if any, assigned to perform the Services prior to and during any such performance.
SECTION 20. TERMINATION OF AGREEMENT.
(a) City may terminate this Agreement, with or without cause, at any time by giving thirty (30) days written notice of termination to Contractor. In the event such notice is given, Contractor shall cease immediately all work in progress. (b) Contractor may terminate this Agreement for cause at any time upon thirty (30) days written notice of termination to City.
(c) If either Contractor or City fail to perform any material obligation under this Agreement, then, in addition to any other remedies, either Contractor , or City may terminate this Agreement immediately upon written notice. (d) Upon termination of this Agreement by either Contractor or City, all property belonging exclusively to City which is in Contractor’s possession shall be returned to City.
Contractor shall furnish to City a final invoice for work performed and expenses incurred by Contractor, prepared as set forth in Section 4 “Compensation and Method of Payment” of this Agreement. This final invoice shall be reviewed and paid in the same manner as set forth in Section 4 “Compensation and Method of Payment” of this Agreement.
SECTION 21. DEFAULT.
In the event that Contractor is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Contractor for any work performed after the date of default. Instead, the City may give notice to Contractor of the default and the reasons for the default. The notice shall include the timeframe in which Contractor may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Contractor is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alter native, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Contractor does not cure the default, the City may take necessary steps to terminate this Agreement under Section 20 “Termi nation of Agreement.” Any failure on the part of the City to give notice of the Contractor’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.
SECTION 22. EXCUSABLE DELAYS.
Contractor shall not be liable for damages, including liquidated damages, if any, caused by delay in performance or failure to perform due to causes beyond the control of Contractor. Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal, state or local governments, acts of City, court orders, fires, floods,
3.G.e
Packet Pg. 134
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 10 -
4886-8063-8473 v2
epidemics, strikes, embargoes, and unusually severe weather. The term and price of this Agreement shall be equitably adjusted for any delays due to such causes.
SECTION 23. COOPERATION BY CITY.
All public information, data, reports, records, and maps as are existing and available to City as public records, and which are necessary for carrying out the Services shall be furnished to Contractor in every reasonable way to facilitate, without undue delay, the Services to be performed under this Agreement.
SECTION 24. NOTICES.
All notices required or permitted to be given under this Agreement shall be in writing and shall be personally delivered, or sent by certified mail, postage prepaid and return receipt requested, addressed as follows:
To City: City of Cathedral City
Attn: City Clerk
68700 Avenida Lalo Guerrero
Cathedral City, CA 92234
To Contractor: Z&K Consultants, Inc.
Attn: Crystal Fraire
17130 Van Buren Blvd, Suite 122
Riverside, CA 92504
Notice shall be deemed effective on the date personally delivered or, if mailed, three (3) days after deposit of the same in the custody of the United States Postal Service.
SECTION 25. AUTHORITY TO EXECUTE.
Each of the signatories hereto represents and warrants that he or she is competent and authorized to enter into this Agreement on behalf of the Party for whom he or she purports to sign. Each Party hereto agrees to defend, indemnify, and hold harmless the other Parties hereto against all claims, suits, actions, and demands, including necessary expenses of investigation and reasonable attorneys' fees and costs, arising out of claims that its signatory was not competent or so authorized to execute this Agreement.
SECTION 26. ADMINISTRATION AND IMPLEMENTATION.
This Agreement shall be administered and executed by the City Manager or his or her designated representative. The City Manager shall have the authority to issue interpretations and to make amendments to this Agreement, including amendments that commit additional funds, consistent with Section 28 “Amendment” and the City Manager’s contracting authority under the City of Cathedral City Municipal Code and its adopted policies and procedures.
3.G.e
Packet Pg. 135
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 11 -
4886-8063-8473 v2
SECTION 27. BINDING EFFECT.
This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties.
SECTION 28. AMENDMENT.
No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Contractor and by the City. The City Manager shall have the authority to approve any amendment to this Agreement if it does not exceed the amount that may be approved administratively pursuant to the City Municipal Code. The Parties agree that the requirement f or written modifications cannot be waived and that any attempted waiver shall be void. The City’s City Manager may, but is not required to, make minor amendments not affecting substantive terms without further authorization from the City Council. The City Council hereby authorizes the City Manager to execute any such amendments as required by this Agreement or that do not otherwise reduce City’s rights under this Agreement. All other amendments shall be approved by the City Council.
SECTION 29. WAIVER.
Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision nor a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work by Contractor shall not constitute a waiver of any of the provisions of this Agreement.
SECTION 30. LAW TO GOVERN; VENUE.
This Agreement shall be interpreted, construed and governed according to the laws of the State of California. In the event of litigation between the Parties, venue in state trial courts shall lie exclusively in the County of Riverside, California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in Riverside.
SECTION 31. ATTORNEYS FEES, COSTS AND EXPENSES.
In the event litigation or other proceeding is required to enforce or interpret any provision of this Agreement, the prevailing Party in such litigation or other proceeding shall be entitled to an award of reasonable attorney's fees, costs and expenses, in addition to any other relief to which it may be entitled.
SECTION 32. ENTIRE AGREEMENT.
This Agre ement, including the attached Exhibits "A" through "C", is the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed therein and supersedes all other agreements or understandings, whether oral or written, or entered into between Contractor and City prior to the execution of this Agreement. No statements, representations or other agreements, whether oral or written,
3.G.e
Packet Pg. 136
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 12 -
4886-8063-8473 v2
made by any Party which are not embodied herein shall be valid and binding.
SECTION 33. SEVERABILITY.
If any term, condition or covenant of this Agreement is declared or determined by any court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of this Agreement shall not be affected thereby and the Agreement shall be read and construed without the invalid, void or unenforceable provision(s).
SECTION 34. ELECTRONIC SIGNATURE
The Parties agree that, in accordance with the City’s Electronic Signature Use Policy, adopted on August 10, 2023, and as amended thereafter, the Parties may use electronic signatures to execute this Agreement. Any use of electronic signatures to execute this Agreement shall comply with the City’s Electronic Signature Use Policy, and such signatures shall have the same force and effect as if this Agreement were executed by hand. Contractor acknowledges that it has had an opportunity to request and review the City’s Electronic Signature Use Policy, and Contractor agrees to comply with the Electronic Signature Use Policy. Contractor agrees to indemnify, defend, and hold the City harmless from any claim, damage, or liability associated with transmitting an electronic signature or an electronically signed record by electronic transmission.
SECTION 35. CONFLICTING TERMS.
Except as otherwise stated herein, if the terms of this Agreement conflict with the terms of any Exhibit hereto, or with the terms of any document incorporated by reference into this Agreement, the terms of this Agreement shall control.
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first-above written.
[SIGNATURES ON FOLLOWING PAGE]
3.G.e
Packet Pg. 137
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for - 13 -
4886-8063-8473 v2
CITY OF CATHEDRAL CITY
___________________________
Charles P. McClendon
City Manager
ATTEST:
___________________________
Tracey R. Hermosillo, CMC
City Clerk
APPROVED AS TO FORM
_______________________________
Eric S. Vail
City Attorney
Z&K Consultants, Inc.
____
________________
________________
3.G.e
Packet Pg. 138
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for
4886-8063-8473 v2 A-1
EXHIBIT "A"
SCOPE OF SERVICES
3.G.e
Packet Pg. 139
Attachment: Professional Services Agreement - Z&K Consultants, Inc. (4119 : Award Professional Services Agreement to Z & K Consultants for
PROPOSED SCHEDULE
Our in-house design team and construction management team worked together to create the schedule since both thoroughly understand the City’s expectations for this Project. Our proposed schedule was developed using Primavera P6 technology. This schedule includes the stages of work, time frames, and shows the ability to perform the required services in a timely manner.
Activity ID Activity Name Original DurationStart Finish CAT CATCAT CATHEDRAL CITY - TRAFFIC SIGNAL IMPROVEMENTS AT 12 LOCA 252 25-Mar-24 19-Mar-25 CAT .3 ADCAT .3 ADMINSTRATION 252 25-Mar-24 19-Mar-25 CAT.3.1 CAT.3.1 NTP CONTRACT MILESTONES 252 25-Mar-24 19-Mar-25 C1005 CONSTRUCTION NTP - PROPOSED CONTRACT DURATION 120 WORKING DAYS 120 30-Sep-24* 19-Mar-25 C1015 CONSTRUCTION START DATE NTP SEPTEMBER 30TH 2024 0 30-Sep-24* C1025 LONG LEAD MATERIAL PROCUREMENT - ADMINSTRATIVE NTP (6MONTHS) 0 25-Mar-24 CAT.3.2 CAT.3.2 PREPARE/SUBMIT/REVIEW SUBMITTALS 0 25-Mar-24 25-Mar-24 A1035 Construction Schedule 0 25-Mar-24
A1036 Notifications to Residents 0 25-Mar-24
A1050 Traf fic Signal Equipment 0 25-Mar-24
A1060 Concrete Mix Designs 0 25-Mar-24
A1130 AC Mix Designs 0 25-Mar-24
A1140 Truncated Domes 0 25-Mar-24
CAT .2 COCAT .2 CONSTRUCTION 120 30-Sep-24 19-Mar-25
A1410 Mobilization 5 30-Sep-24* 04-Oct-24
A1420 Potholing 5 02-Oct-24 08-Oct-24
CAT.2.1 CAT.2.1 RAMON & WHISPERING PALMS TRAIL 10 07-Oct-24 18-Oct-24 A1470 Concrete Removals 5 07-Oct-24* 11-Oct-24
A1475 Pour Concrete 2 14-Oct-24 15-Oct-24
A1480 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 07-Oct-24 18-Oct-24 CAT.2.2 CAT.2.2 RAMON & AVENIDA MARAVILLA 10 16-Oct-24 29-Oct-24 A1490 Concrete Removals 5 16-Oct-24* 22-Oct-24
A1500 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 16-Oct-24 29-Oct-24 A1510 Pour Concrete 2 23-Oct-24 24-Oct-24
CAT.2.3 CAT.2.3 VISTA CHINO AT AVENIDA QUINTANA & DESERT PRINCESS DRIVE 10 30-Oct-24 13-Nov-24 A1560 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 30-Oct-24 13-Nov-24 CAT.2.4 CAT.2.4 GERALD FORD DRIVE A T PLUMLEY ROAD & AVENIDA DEL SOL 25 25-Oct-24 02-Dec-24 A1580 Concrete Removals 5 25-Oct-24* 31-Oct-24
A1590 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 14-Nov-24 27-Nov-24 A1600 Pour Concrete 2 29-Nov-24 02-Dec-24
CAT.2.5 CAT.2.5 EAST PALM CANYON DRIVE AT EL DORADO 10 03-Dec-24 16-Dec-24 A1610 Concrete Removals 5 03-Dec-24* 09-Dec-24
A1620 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 03-Dec-24 16-Dec-24 A1630 Pour Concrete 2 10-Dec-24 11-Dec-24
CAT.2.6 CAT.2.6 RAMON ROAD AT DESERT VISTA ROAD / AVE DEL YERMO AVENUE 10 17-Dec-24 31-Dec-24 A1650 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 17-Dec-24 31-Dec-24 CAT.2.7 CAT.2.7 RAMON ROAD AT DA VALL DRIVE 25 12-Dec-24 16-Jan-25 A1670 Concrete Removals 5 12-Dec-24* 18-Dec-24
A1680 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 01-Jan-25 14-Jan-25 A1690 Pour Concrete 2 15-Jan-25 16-Jan-25
CAT.2.8 CAT.2.8 DATE PALM DRIVE AT VIA OLIVERA 10 15-Jan-25 28-Jan-25 A1710 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 15-Jan-25 28-Jan-25 CAT.2.9 CAT.2.9 DINAH SHORE DRIVE AT PLUMLEY ROAD 20 17-Jan-25 13-Feb-25 A1730 Concrete Removals 5 17-Jan-25* 23-Jan-25
A1740 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 10 29-Jan-25 11-Feb-25 A1750 Pour Concrete 2 12-Feb-25 13-Feb-25
CAT.2.10CAT.2.10 LANDAU BOULEVARD AT 30TH AVE 8 14-Feb-25 25-Feb-25 A1760 Concrete Removals 5 14-Feb-25* 20-Feb-25
A1770 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 8 14-Feb-25 25-Feb-25 A1780 Pour Concrete 2 21-Feb-25 24-Feb-25
CAT.2.11CAT.2.11 DINAH SHORE DRIVE AT CATHEDRAL CANYON DRIVE 8 26-Feb-25 07-Mar-25 A1800 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 8 26-Feb-25 07-Mar-25 CAT.2.12CAT.2.12 DATE PALM DRIVE AT GERALD FORD DRIVE 8 10-Mar-25 19-Mar-25 A1830 Traf fic Signal Upgrades - Testing Traffic Signal Equipment 8 10-Mar-25 19-Mar-25 Oct Nov Dec Jan Feb Mar Apr May Jun Jul
2024 2025
19-Mar-25, CAT CATHEDRAL CITY - TRAFFIC SIGNAL IMPROVEMENTS AT 12 LOCATIONS 19-Mar-25, CAT.3 ADMINSTRATION
19-Mar-25, CAT.3.1 NTP CONTRACT MILESTONES
CONSTRUCTION NTP - PROPOSED CONTRACT DURATION 120 WORKING DAYS CONSTRUCTION START DATE NTP SEPTEMBER 30TH 2024, 30-Sep-24* 19-Mar-25, CAT.2 CONSTRUCTION
Mobilization
Potholing
18-Oct-24, CAT.2.1 RAMON & WHISPERING PALMS TRAIL
Concrete Removals
Pour Concrete
Traffic Signal Upgrades - Testing Traffic Signal Equipment 29-Oct-24, CAT.2.2 RAMON & AVENIDA MARAVILLA
Concrete Removals
Traffic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
13-Nov-24, CAT.2.3 VISTA CHINO AT AVENIDA QUINTANA & DESERT PRINCESS DRIVE Traf fic Signal Upgrades - Testing Traffic Signal Equipment 02-Dec-24, CAT.2.4 GERALD FORD DRIVE AT PLUMLEY ROAD & AVENIDA DEL SOL Concrete Removals
Traf fic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
16-Dec-24, CAT.2.5 EAST PALM CANYON DRIVE AT EL DORADO Concrete Removals
Traffic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
31-Dec-24, CAT.2.6 RAMON ROAD AT DESERT VISTA ROAD / AVE DEL YERMO AVENUE Traf fic Signal Upgrades - Testing Traffic Signal Equipment 16-Jan-25, CAT.2.7 RAMON ROAD AT DA VALL DRIVE
Concrete Removals
Traf fic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
28-Jan-25, CAT.2.8 DATE PALM DRIVE AT VIA OLIVERA
Traf fic Signal Upgrades - Testing Traffic Signal Equipment 13-Feb-25, CAT.2.9 DINAH SHORE DRIVE AT PLUMLEY ROAD
Concrete Removals
Traf fic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
25-Feb-25, CAT.2.10 LANDAU BOULEVARD AT 30TH AVE
Concrete Removals
Traf fic Signal Upgrades - Testing Traffic Signal Equipment Pour Concrete
07-Mar-25, CAT.2.11 DINAH SHORE DRIVE AT CATHEDRAL CANYON DRIVE Traffic Signal Upgrades - Testing Traffic Signal Equipment 19-Mar-25, CAT.2.12 DATE PALM DRIVE AT GERALD FORD DRIVE Traffic Signal Upgrades - Testing Traffic Signal Equipment
CATHEDRAL CITY
TRAFFIC SIGNAL IMPROVEMENTS (HSIP CYCLE 9A)
FEDERAL AID PROJECT NO. HSIPL-5430(034)
CITY PROJECT NO. CO8752
Actual Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
summary