AGENDA
City Council Meeting Council Chamber, Chowchilla City Hall 130 S. Second Street, Chowchilla, CA 93610
Tuesday, May 28, 2024
Open Session: 4:00 p.m.
Agendas for all City Council meetings are posted at least 72 hours prior to the meeting in the kiosk just outside of City Hall, 130 S. Second St., Chowchilla, CA 93610.
The City of Chowchilla complies with the Americans with Disabilities Act (ADA of 1990). The Council Chambers is accessible to the physically disabled. If you need special assistance, please call (559) 665- 8615, ext. 102 at least 4 days prior to a regular meeting, 1 day for a special meeting.
California Levine Act Statement:
California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits any Chowchilla City Council Member from participating in any action related to a license, permit, contract or entitlement for use application if he or she receives any political contributions totaling more than $250 within the previous twelve months, and for twelve months following the date of a final decision, from the business/board or applicant.
The Levine Act also requires a member of the Chowchilla City Council who has received such a contribution to disclose the contribution on the record of the proceeding.
CALL TO ORDER/ROLL CALL
Mayor: Kelly Smith
Mayor Pro Tem: Waseem Ahmed
Council Members: Ray Barragan, John Chavez, Jeff Troost City staff and contract employees present will be recorded in the minutes.
CONSIDERATION OF APPROVAL OF AGENDA
Additions and/or Deletions:
OPEN SESSION – 4:00 PM
PLEDGE OF ALLEGIANCE
INVOCATION:
PRESENTATIONS/WORKSHOP - Section 1
1.1 Caltrans Presentation: State Route 233 / Robertson Boulevard CAPM Project
PUBLIC ADDRESS
This time is reserved for members of the audience to address the City Council on items of interest that are not on the agenda and that are within the subject matter jurisdiction of the Council.
It is recommended that speakers limit their comments to no more than 3 minutes each and it is requested that no comments be made during this period on items on the Agenda. Speakers are not allowed to cede their public comment time.
City Council Meeting AGENDA May 28, 2024
Members of the public who are joining the meeting via Zoom and would like to address the Council on items on the agenda should follow the policy on page 3 of this agenda packet.
The Council is prohibited by law from taking any action on matters discussed that are not on the agenda.
No adverse conclusions should be drawn if the Council does not respond to public comment at this time.
COUNCIL AND STAFF VERBAL REPORTS – Section 2
2.1 COUNCIL VERBAL REPORTS
Legislative, Collaborative Agency, Ad Hoc
2.2 STAFF VERBAL REPORTS
CONSENT CALENDAR – Section 3
All items listed under Consent Calendar are considered to be routine and will be enacted by one motion. For discussion of any Consent Item, it will be made a part of the Regular Agenda at the request of any member of the City Council or any person in the audience.
3.1 Approval of the May 14, 2024 City Council Meeting Minutes (McClendon)
3.2 Consideration and Acceptance of the April 2024 Financials (Williams)
3.3 Consideration and Adoption of a City Council Resolution Designating Eligible Projects for Fiscal Year 2024-25 Funded by SB1 – The Road and Accountability Act of 2017 (Rogers)
3.4 Consideration and Adoption of a City Council Resolution Approving Applications for Transportation Development Act Funds for Fiscal Year 2024/2025 and Authorizing the City Administrator or Designee to Execute and Submit Applications to the Madera County Transportation Commission (McClendon)
DEFERRED BUSINESS – Section 5
5.1 Consideration and Adoption of a City Council Resolution Selecting QK to provide OnCall Planning Services to the Community and Economic Development Department (Hamilton)
NEW BUSINESS – Section 6
6.1 City of Chowchilla 2024/25 Fiscal Year Budget Workshop (Williams)
6.2 Consideration and Adoption of a City Council Resolution Adopting a Field Use Policy (Wisener)
6.3 Consideration and Adoption of a City Council Resolution Declaring its Intention to Annex Territory into a Community Facilities District and to Authorize the Levy of Special Taxes (Hamilton)
6.4 Consideration and Adoption of a City Council Resolution Approving Change Order No. 1 and No. 2 for Well No. 15 and Well No. 16 Test Hole Project in the Amount of $1,082,285.00 and Authorizing the City Administrator or Designee to Execute Related Documents (Rogers)
City Council Meeting AGENDA May 28, 2024
6.5 Consideration and Adoption of a City Council Resolution Authorizing the Cancellation of Measurement and Verification Services Agreements Between the City of Chowchilla and Johnson Controls, Inc. for the General, Water and Waste Water Funds and Authorizing the City Administrator to Execute all Related Documents Thereto (Pruett)
ANNOUNCEMENTS – Section 7
JUNE 10-
JULY 26 OPEN SWIM PROGRAM, CUHS POOL
JUNE 11 CITY COUNCIL MEETING, CITY HALL, 4PM
JUNE 14-19 SUMMER MARKET IN THE PARK, VETERANS MEMORIAL PARK, FRIDAY’S 6-8:30PM MUSIC IN THE PARK, VETERANS MEMORIAL PARK, 8-10PM
JUNE 15 MOVIES IN THE PARK, “WISH”, VETERANS MEMORIAL PARK, SUNSET JUNE 19 PLANNING COMMISSION MEETING, CITY HALL, 5PM
ADJOURNMENT
I, Joann McClendon, CMC, City Clerk, do hereby declare under penalty of perjury that the foregoing agenda was posted at Chowchilla City Hall, 130 S Second Street, Chowchilla, CA and made available for public review on this 24th day of May, 2024 at or before 4:00pm.
Joann McClendon, CMC, City Clerk
May 28, 2024 Regular City Council Meeting – 4pm
ZOOM LOGIN INSTRUCTIONS
Use the following URL to start Zoom:
https://us06web.zoom.us/j/88909049048?pwd=VZsPnE7VOLVBtnDubIV5bWqEUuhnQ.5t3z0Q3kdmHWgM6Z Passcode: 653 249
To participate by phone:
Dial 1-669-444-9171
Webinar ID: 889 0904 9048
Passcode: 653 249
Staff highly recommends that participants log into Zoom 15 minutes before the meeting begins to perform an audio check and ensure they have an optimal internet connection.
Options to participate / view / listen to the meeting:
• If you wish to speak on an item using the Zoom platform on your computer/laptop or smartphone, please use the “raise hand” icon, and you will be unmuted when it is your turn to speak. Please provide your name when unmuted. You can address the Council for up to 3 minutes. • If you are calling into the meeting only (no camera/video) and wish to comment, press *9 to “raise your hand” and *6 to unmute yourself.
Item 3.1
CLICK HERE
TO RETURN TO
THE AGENDA
MINUTES
City Council Meeting
Council Chamber, Chowchilla City Hall
130 S. Second Street, Chowchilla, CA 93610
Tuesday, May 14, 2024
Open Session: 4:00 p.m.
CALL TO ORDER/ROLL CALL: 4:00 p.m.
Mayor: Kelly Smith
Mayor Pro Tem: Waseem Ahmed
Council Members: Ray Barragan, John Chavez, Jeff Troost City staff and contract employees present: City Administrator Rod Pruett, City Attorney Mary Lerner, Police Chief Jeff Palmer, Fire Chief Fred Gaumnitz, Public Works Director Jason Rogers, Community & Economic Development Director Mark Hamilton, Finance Director Kerri Williams, Deputy Director of Recreation & Community Engagement Stacy Wisener, IT System Administrator Carlos Berrocal, City Clerk Joann McClendon
CONSIDERATION OF APPROVAL OF AGENDA
Additions and/or Deletions: None.
OPEN SESSION – 4:01 PM
PLEDGE OF ALLEGIANCE
INVOCATION: Pastor Richard Walker
PRESENTATIONS/WORKSHOP - Section 1
None
PUBLIC ADDRESS
David Hadley addressed the Council regarding keeping the nation free from socialism.
Kyle Savage, representative for Congressman John Duarte, introduced himself to the Council and announced that Congressman Duarte’s bill passed HR 7013, the Confidence and Clear Water Permits Act.
COUNCIL AND STAFF VERBAL REPORTS – Section 2
2.1 COUNCIL VERBAL REPORTS
Legislative, Collaborative Agency, Ad Hoc
Council Member Chavez attended the Chowchilla Fair and tractor pulls, missed the parade.
Council Member Troost attended the National Day of Prayer event in Chowchilla; CAC Valley Air Board meeting; Madera (County) Community Action Partnership meeting; and, rode in the fire engine with Captain Belt at the Chowchilla Spring Fair parade and thanked the Fire Chief for his staff.
City Council Meeting MINUTES May 14, 2024
Council Member Barragan thanked the Police Department for their presence at the fair.
Mayor Pro Tem Ahmed attended the Chowchilla Spring Fair parade; attended the Madera County Economic Development Commission meeting where they are in process of finding the current director’s replacement; and, attended the National Day of Prayer event.
Mayor Smith also attended the National Day of Prayer; attended a Community Task Force meeting; and, the Chowchilla Spring Fair and parade.
2.2 STAFF VERBAL REPORTS
Police Chief Palmer gave updated stats since the last meeting; hired two trainee/cadets that are going to the academy and are local residents. He gave and update on the flashing radar signs on Ventura, and attended the Madera County Peace Officer Memorial Recognition ceremony at the Madera County courthouse with the City Administrator.
Fire Chief Gaumnitz reported that his Volunteer Firefighter staff assisted various events throughout the fair from the bbq to arena events.
Public Works Director Rogers reported that the Chowchilla Boulevard Rehab Project is expected to be completed in July. The Pickleball Court Project is expected to be completed in August. The Urban Runoff project is expected to be completed in December. 6The Measure T Steering Committee will be meeting tomorrow to discuss the draft expenditure plan. Currently, the committee appears to support a plan to renew Measure T for 20 years and increase the maintenance allocation from the current measure’s amount of 30% to 80%, with a requirement that at least 10% be used in disadvantaged areas. Under this allocation model, the City would have more local control and increased funding for road maintenance. MCTC is planning on bringing this to City Council for review on June 11th. Finally, next week is National Public Works Week and took a moment and thank the Public Works staff for all of their hard work and dedication to the City.
Community & Economic Development Director Hamilton reported that Rancho Calera trying to get final map recorded and looking into annexing into a CFD at the western 100 acres of development area; his department just completed the site plan review application for the high school transportation project; housing element working with hcd and will be meeting with them to discuss the City’s comments and ensure that the responses are adequate enough for what they are looking for; the Industrial Specific Plan is moving forward.
Mayor Smith addressed the audience, explaining why it is important to have local police officers.
After many years of not practicing this, our local police officers may now take their patrol vehicle home. This is so important in our community, may deter crime in the areas of where they reside, it is a helpful retention perk. The Mayor also explained what the big holding pond at Ed Ray Park (where the soccer field was) Director Rogers spoke of in his report, noting it is not going to be a community swimming pool, but rather a new drainage mechanism for the soccer field that is going to sit on top of.
Deputy Director of Recreation & Community Engagement Wisener attended opening ceremony at the Fair; with some City Staff, assisted Rotary with serving lunch to special needs children. thanks to the efforts of IT installing the new PA system, we were able to play music before and after the parade along Robertson Boulevard with the new sound equipment. She is working on website updating the CVRA and Measure N postings; lifeguard interviews coming up.
IT System Administrator Berrocal reported on the installation of the new PA system along Robertson Boulevard and thanked Chowchilla employee Mario Meza for his assistance. IT is continually working on migrating to the new servers.
City Council Meeting MINUTES May 14, 2024
City Administrator Pruett continuing to meet with consultants and staff evaluating Measure N with a community workshop/informational meeting being scheduled this month/ also, continuing moving along with the Measure T meetings. Along with Chief Palmer, attended the Law Enforcement Memorial; working with the Finance Director on the budget. Attended the Task Force meeting hosted by Pastor Richard Walker; attending a continuing education online class; attended the National Day of Prayer event at Veterans Park. The Fairmead Consolidation Project is still moving along and expected to have an agreement with the State Water Resources Control Board this summer. There were some issues with a housing developer and the schools over development fees and believes there is a resolution in place. He and staff from police and fire met with Cooks Communications over a potential upgrade to the radio system.
CONSENT CALENDAR – Section 3
3.1 Approval of the April 23, 2024 City Council Meeting Minutes (McClendon)
3.2 Consideration and Acceptance of the April 2024 Check Register (Williams)
3.3 Consideration and Acceptance of the Quarterly Investment Report (Williams)
3.4 Informational Only: Quarterly PMP Report (McClendon)
3.5 Consideration and Adoption of a City Council Resolution Authorizing Staff to Apply for Federal Funding Under Federal Transportation Assistance (FTA) Section 5311 (McClendon)
3.6 Consideration and Adoption of a City Council Resolution Declaring the Existence of a Public Nuisance by Virtue of Certain Weed Growth (Gaumnitz) Motion by Mayor Pro Tem Ahmed, Seconded by Council Member Chavez to pull Items 3.7 and
3.8 from Consent for further discussion and Approve the Consent Calendar as Amended. Motion passed unanimously by roll call vote.
3.7 Consideration and Adoption of a City Council Resolution to Approve the Sports League Facilities Use Agreement with Chowchilla Community Soccer League, Chowchilla Youth Girls Softball, Chowchilla Flag Football, and Chowchilla Little League (Wisener)
Motion by Council Member Troost, Seconded by Mayor Pro Tem Ahmed to Approve City Council Resolution #18-24 to Approve the Sports League Facilities Use Agreement with Chowchilla Community Soccer League, Chowchilla Youth Girls Softball, Chowchilla Flag Football, and Chowchilla Little League. Motion passed unanimously by roll call vote.
3.8 Consideration and Adoption of a City Council Resolution to Approve the Sports League Facilities Use Agreement with Chowchilla Adult Recreation (Wisener) Motion by Council Member Troost, Seconded by Mayor Pro Tem Ahmed to Approve City Council Resolution # 19-24 to Approve the Sports League Facilities Use Agreement with Chowchilla Adult Recreation. Motion passed unanimously by roll call vote.
California Voting Rights Act
• Presentation by National Demographics Corporation on Draft District Maps (Lerner) PUBLIC HEARINGS – Section 4
City Council Meeting MINUTES May 14, 2024
4.1 First Public Hearing to Gather Community Input on Draft Maps (Lerner) Mayor Smith opened the public hearing at 4:40 p.m.
Spoke:
Steven Burk
Sheila Stocker
Carol Huber
Mayor Smith closed the public hearing at 4:55 p.m.
DEFERRED BUSINESS – Section 5
NEW BUSINESS – Section 6
6.1 Consideration and Adoption of a City Council Resolution Selecting QK to provide OnCall Planning Services to the Community and Economic Development Department (Hamilton)
Motion by Mayor Smith, Seconded by Mayor Pro Tem Ahmed to table the item to the next meeting.
Motion passed unanimously by roll call vote.
ANNOUNCEMENTS – Section 7
MAY 15 PLANNING COMMISSION MEETING, CITY HALL, 5PM
MAY 27 MEMORIAL DAY – CITY OFFICES CLOSED
MAY 28 CITY COUNCIL MEETING, CITY HALL, 4PM
SPECIAL MEETING (CVRA), CITY HALL, 6PM,
After the Announcements were read, Mayor Smith memorialized Ms. Vera Gaumnitz who had recently passed away.
PUBLIC ADDRESS – CLOSED SESSION
No one spoke.
CLOSED SESSION – 5:17 p.m.
1. Government Code Section 54956.9
CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION
Significant Exposure to Litigation Pursuant to paragraph (2) or (3) of subdivision (d) of section 54956.9 of the Government Code.
One Case: Threat of litigation from attorney Scott Rafferty (See attached letter.)
OPEN SESSION
CLOSED SESSION REPORT: No reportable action.
ADJOURNMENT
Mayor Smith Adjourned the May 14, 2024 City Council Meeting at 5:59 p.m.
City Council Meeting MINUTES May 14, 2024
ATTEST: APPROVED:
Joann McClendon, CMC, City Clerk Mayor Kelly Smith
REPORT TO THE CITY COUNCIL
Item 3.2
CLICK HERE
TO RETURN TO
THE AGENDA
Meeting of: May 28, 2024
AGENDA SECTION: Consent
SUBJECT: Consideration of Monthly Financial Statements
PREPARED BY: Kerri Williams, Finance Director
ATTACHMENTS: April 2024 Budget vs Actual and Balance Sheet
REVIEWED BY
ADMINISTRATOR ☒ REVIEWED BYATTORNEY ☒ REVIEWED BY FINANCE ☒ RECOMMENDATION:
Approve the April 2024 Financial Statements shown in the attachment.
BACKGROUND:
Staff provides Council with monthly financial information as an ongoing financial status update.
REASON FOR RECOMMENDATION:
The monthly financial statements consist of a Budget vs Actual and a Balance Sheet for the General Fund. The Budget vs Actual shows the current Month (Period Activity) and current Year (Fiscal Activity) Revenues and Expenses by Department in summary form compared to the current year Original and Current budgets. The Balance Sheet shows the Assets, Liabilities and Fund Balance at the time the report is generated. This provides an overview of cash, amounts owed to the City, amounts the City owes and the fund balance at a specific point in time.
The financial statements are being presented as an overview of the City’s finances and are not meant to be a comprehensive in-depth review. As a reference to compare to the percent remaining column in the report, the percentage of the year remaining 16.67%.
If the percent remaining column for Revenues is higher than the above-mentioned percentage, that is an unfavorable variance and should be explained if significant. If the percent remaining column for Expenses is lower than the above-mentioned percentage, that is an unfavorable variance and should be explained if significant.
If there are questions regarding the actual amounts or budget vs actual variances, please forward your questions to me in enough time before the meeting for staff to research them
FISCAL IMPACT: Revenues
General Administration- Property tax and VLF, which are 2 of our biggest revenues, are only received 2 times a year in February and May, we have received our 1st distribution a little earlier than normal. It came in a little higher than budgeted for. We are teetered which means we do not have to worry about delinquencies, because the County pays us and goes after the delinquencies themselves. Sales tax payments run a month or two behind and we have yet to receive March’s payment. Sales tax is our 2nd largest revenue. As of right now sales tax is expected to come in at the budgeted amount.
Police Department- Budgeted revenue is from school reimbursements for SRO service, we have received the school’s payment as they are being billed annually in September now. Also, it has $405k Transfer-in from Measure N for the RIMS Software, Traffic Signs for Ventura St., Light Board & Tower, and additional equipment that will be transferred at the end of the year. It also included recruitment and retention of employees that has already been transferred for the year. We also have received more revenue in Fines and Penalties then initially budgeted for. At mid-year we anticipated $50k in revenue for the K9 Dinner, the full amount should be reflected on the May Financial Statement.
Fire Department- This revenue is from transfers-in from Measure N for the fire station expansion project Phase 2 that will be completed at the end of the year.
Community & Economic Development- This will fluctuate as building permits are pulled. We budgeted for the following projects like Rancho Calera, Montgomery Farms, Solar Permits, and various other projects within the City. So far, we have Century Communities that has completed their portion of Montgomery Farms and Self Help building their part of the Montgomery Farms lots. We still have other miscellaneous permits for other items that are happening as well.
Parks & Facilities- $140k of this is from a grant that we have not spent yet so we have not requested reimbursements. The rest is overhead allocations from the LLMD that happen at the end of the year.
Community Relations- Revenues are from sports program reimbursements, park pavilion rentals and donations.
Expenses
Finance Department- Expenses are lower then normal due to the Audit costs being paid out and all travel and training has been completed.
All other departments expenses are within the normal range or better right now ALTERNATIVES:
Pull the item for further discussion.
5/13/2024 4:38:57 PM Page 1 of 3
Budget Report
Chowchilla, CA Group Summary
For Fiscal: 2023-2024 Period Ending: 04/30/2024
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Period
Activity Account Typ…
Current
Total Budget
Original
Total Budget
Percent
Remaining
Dept: 1600 - General Administration
Revenue 9,555,653.00 10,158,421.00 549,596.27 6,362,054.88 -3,796,366.12 37.37% Expense 287,321.00 320,412.00 -252.52 147,148.65 173,263.35 54.08% Dept: 1600 - General Administration Surplus (Deficit): 9,268,332.00 9,838,009.00 549,848.79 6,214,906.23 -3,623,102.77 36.83% Dept: 1605 - City Council
Revenue 0.00 3,555.00 284.40 2,986.20 -568.80 16.00%
Expense 99,195.00 97,708.00 5,581.16 62,749.65 34,958.35 35.78% Dept: 1605 - City Council Surplus (Deficit): -99,195.00 -94,153.00 -5,296.76 -59,763.45 34,389.55 36.53% Dept: 1610 - City Clerk
Revenue 0.00 130.00 0.00 127.59 -2.41 1.85%
Expense 283,433.00 257,832.00 14,994.10 183,918.74 73,913.26 28.67% Dept: 1610 - City Clerk Surplus (Deficit): -283,433.00 -257,702.00 -14,994.10 -183,791.15 73,910.85 28.68% Dept: 1615 - City Attorney
Expense 190,000.00 320,000.00 27,987.46 189,970.34 130,029.66 40.63% Dept: 1615 - City Attorney Total: 190,000.00 320,000.00 27,987.46 189,970.34 130,029.66 40.63% Dept: 1705 - General Services
Revenue 0.00 256.00 0.00 255.41 -0.59 0.23%
Expense 1,794,311.00 1,770,291.00 45,304.49 1,056,046.76 714,244.24 40.35% Dept: 1705 - General Services Surplus (Deficit): -1,794,311.00 -1,770,035.00 -45,304.49 -1,055,791.35 714,243.65 40.35% Dept: 1710 - City Administration
Revenue 0.00 128.00 0.00 127.59 -0.41 0.32%
Expense 456,348.00 439,581.00 19,551.57 311,487.95 128,093.05 29.14% Dept: 1710 - City Administration Surplus (Deficit): -456,348.00 -439,453.00 -19,551.57 -311,360.36 128,092.64 29.15% Dept: 1712 - City Property - Rents
Revenue 150,908.00 166,314.00 16,577.71 143,411.51 -22,902.49 13.77% Expense 55,196.00 80,361.00 128.17 71,387.40 8,973.60 11.17% Dept: 1712 - City Property - Rents Surplus (Deficit): 95,712.00 85,953.00 16,449.54 72,024.11 -13,928.89 16.21% Dept: 1720 - Finance Department
Revenue 3,211.00 6,736.00 743.00 5,719.56 -1,016.44 15.09% Expense 882,598.00 864,079.00 53,881.21 731,100.55 132,978.45 15.39% Dept: 1720 - Finance Department Surplus (Deficit): -879,387.00 -857,343.00 -53,138.21 -725,380.99 131,962.01 15.39% Dept: 2610 - Police Department
Revenue 817,947.00 1,483,798.00 24,627.15 981,688.55 -502,109.45 33.84% Expense 4,976,766.00 5,355,426.00 347,952.25 4,008,089.11 1,347,336.89 25.16% Dept: 2610 - Police Department Surplus (Deficit): -4,158,819.00 -3,871,628.00 -323,325.10 -3,026,400.56 845,227.44 21.83% Dept: 2705 - Fire Department
Revenue 1,317,366.00 1,444,799.00 25.00 131,464.57 -1,313,334.43 90.90% Expense 1,669,053.00 1,813,431.00 18,627.04 1,299,586.36 513,844.64 28.34% Dept: 2705 - Fire Department Surplus (Deficit): -351,687.00 -368,632.00 -18,602.04 -1,168,121.79 -799,489.79 -216.88% Dept: 4705 - Community & Economic Development
Revenue 761,346.00 643,701.00 54,092.63 505,414.03 -138,286.97 21.48% Expense 1,530,460.00 1,440,281.00 46,384.68 803,448.23 636,832.77 44.22% Dept: 4705 - Community & Economic Development Surplus (Deficit): -769,114.00 -796,580.00 7,707.95 -298,034.20 498,545.80 62.59% Dept: 6610 - Community Pool (OLD)
Revenue 1,500.00 1,841.00 0.00 1,363.69 -477.31 25.93%
Expense 24,577.00 24,577.00 0.00 10,254.56 14,322.44 58.28% Dept: 6610 - Community Pool (OLD) Surplus (Deficit): -23,077.00 -22,736.00 0.00 -8,890.87 13,845.13 60.90% Budget Report For Fiscal: 2023-2024 Period Ending: 04/30/2024 5/13/2024 4:38:57 PM Page 2 of 3
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Period
Activity Account Typ…
Current
Total Budget
Original
Total Budget
Percent
Remaining
Dept: 6615 - Senior Services
Expense 44,009.00 40,139.00 886.97 22,956.39 17,182.61 42.81% Dept: 6615 - Senior Services Total: 44,009.00 40,139.00 886.97 22,956.39 17,182.61 42.81% Dept: 6620 - Parks & Facilities
Revenue 199,730.00 289,297.00 7,453.19 52,414.84 -236,882.16 81.88% Expense 709,542.00 893,057.00 51,842.62 557,213.28 335,843.72 37.61% Dept: 6620 - Parks & Facilities Surplus (Deficit): -509,812.00 -603,760.00 -44,389.43 -504,798.44 98,961.56 16.39% Dept: 6625 - Community Relations
Revenue 36,100.00 36,448.00 4,611.00 35,416.40 -1,031.60 2.83% Expense 243,165.00 269,249.00 8,006.44 185,976.04 83,272.96 30.93% Dept: 6625 - Community Relations Surplus (Deficit): -207,065.00 -232,801.00 -3,395.44 -150,559.64 82,241.36 35.33% Report Surplus (Deficit): -402,213.00 249,000.00 17,134.71 -1,418,889.19 -1,667,889.19 669.84% Budget Report For Fiscal: 2023-2024 Period Ending: 04/30/2024 5/13/2024 4:38:57 PM Page 3 of 3
Fund Summary
Fiscal
Activity
Variance
Favorable
Fund (Unfavorable)
Period
Activity
Current
Total Budget
Original
Total Budget
100 - General Fund -402,213.00 249,000.00 17,134.71 -1,418,889.19 -1,667,889.19 Report Surplus (Deficit): -402,213.00 249,000.00 17,134.71 -1,418,889.19 -1,667,889.19 5/13/2024 4:37:29 PM Page 1 of 1
Balance Sheet
Chowchilla, CA Account Summary
As Of 04/30/2024
Account Name Balance
Fund: 100 - General Fund
Assets
100-0100-0201 Petty Cash 500.00
100-0100-0202 Pre-Paid Postage Account 4,457.20
100-0100-0206 Cash Drawer 1,700.00
100-0100-0219 Lease Receivable 135,233.32
100-0100-0221 A/R - Non Governmental 20.46
100-0100-0222 A/R - Intergovernmental 27,251.52
100-0100-0224 A/R MODULE ONLY RECEIVALBLES 134,101.23
100-0100-0225 Accounts Receivable-RDA -24.89
100-0100-0226 Advance to Other Funds 410,031.56
100-0100-0227 Liens Receivables General Fund 180,577.42 100-0100-0228 Pending Charges or Refunds -1.00
100-0100-0230 Accounts Receivable-Utilities 30.00
100-0100-0291 Prepaid Expenses 4,696.50
100-0100-1900 Claim On Cash 7,687,902.71
Total Assets: 8,586,476.03 8,586,476.03
Liability
100-0200-0422 Bonds for Work-Refundable 2,000.00
100-0200-0425 Use Sale Tax 132.91
100-0200-0480 Deferred Revenue 162,921.75
100-0200-0482 Unavailable Lease Revenue 76,235.22
100-0200-2901 Accounts Payable Pending 77,455.50
Total Liability: 318,745.38
Equity
100-0300-0601 Fund Balance 8,348,953.01
100-0300-0602 Designated Restricted Donation 1,434.55
100-0300-0604 Reserve for Contingencies 910,223.00
100-0300-0605 Designated for Prepaid Items 239.50
100-0300-0611 Reserve for L/T A/R 418,794.59
100-0300-0615 SB1186 6,975.19
Total Beginning Equity: 9,686,619.84
Total Revenue 8,222,444.82
Total Expense 9,641,334.01
Revenues Over/Under Expenses -1,418,889.19
Total Liabilities, Equity and Current Surplus (Deficit): 8,586,476.03 Total Equity and Current Surplus (Deficit): 8,267,730.65
REPORT TO THE CITY COUNCIL
Item 3.3
CLICK HERE
TO RETURN TO
THE AGENDA
Meeting of: May 28, 2024
AGENDA SECTION: Consent
SUBJECT: Consideration of a City Council Resolution Designating Eligible Projects for SB 1 Road Maintenance and Rehabilitation Account Funding PREPARED BY: Jonise Arredondo, Administrative Analyst
APPROVED BY: Jason Rogers, Director of Public Works
ATTACHMENTS: Resolution
REVIEWED BY
ADMINISTRATOR ☒ REVIEWED BYATTORNEY ☒ REVIEWED BY FINANCE ☒ RECOMMENDATION:
It is recommended that the Council approve the proposed resolution which will designate specific street segments for road improvements and be eligible for funding from SB 1 Road Maintenance and Rehabilitation Account (RMRA). This is an annual requirement that municipalities must complete in order to receive RMRA funds.
BACKGROUND:
Senate Bill 1 (Road Repair and Accountability Act of 2017) created funding known as the Road Maintenance and Rehabilitation Account (RMRA) that can be used to maintain local streets contingent on meeting certain guidelines and procedures. The City may designate multiple years of funding for a single project, however, a resolution and project list must be adopted each fiscal year the RMRA funding is sought. (Streets & Highways Code Section 2034) The RMRA program contains a local agency maintenance of effort (MOE) requirement that applies to agencies receiving the funds. The authorizing legislation, SB1, states that the MOE requirement is to ensure that these new road funds do not supplant existing levels of city and county general fund revenue spending on streets and roads. The MOE requirement specifies that jurisdictions utilizing RMRA funds must maintain general fund spending for street, road, and highway purposes at no less than the average from 2009-10, 2010-11, and 2011-12. The City of Chowchilla’s published MOE is $14,502 and will be included in the FY 2024-2025 Budget. Failure to meet the MOE can result in forfeiture of RMRA funds.
REASON FOR RECOMMENDATION:
Local agencies must adopt a list of proposed projects as part of their annual Road Fund budget and provide this list to the California Transportation Commission (CTC) prior to the specified deadline date. For FY 2024-2025, the deadline is July 1, 2024. RMRA funds will be distributed by the State Controller’s Office by formula pursuant to SHC section 2032(h). The City of Chowchilla is projected to receive approximately $493,779 for FY 2024-2025.
FISCAL IMPACT:
The proposed project expenditures and revenues will be included in the FY 2024-25 and FY 2025-26 Budgets. The total amount of RMRA funds of $493,779 will be allocated to the project in addition to the MOE of $14,502 from the General Fund for a total of $508,281. Additional funding for the project will come from prior year RMRA funds and Measure T - RTP funds.
ALTERNATIVES:
None recommended.
ACTIONS FOLLOWING APPROVAL:
The Resolution will be uploaded to the California Transportation Commission’s CalSMART system and secure funding for the project.
COUNCIL RESOLUTION # XX-24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHOWCHILLA, CALIFORNIA DESIGNATING ELIGIBLE PROJECTS FOR FISCAL YEAR 2024-25 FUNDED BY SB 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017
WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 to address the significant multi-modal transportation funding shortfalls statewide; and WHEREAS, SB 1 includes accountability and transparency provisions that will ensure the residents of our City are aware of the projects proposed for funding in our community and which projects have been completed each fiscal year; and
WHEREAS, the City of Chowchilla must adopt by resolution a list of projects proposed to receive fiscal year funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and WHEREAS, the City will receive an estimated $493,779 in RMRA funding in Fiscal Year 2024- 2025 from SB 1; and
WHEREAS, the City is receiving SB 1 funding, and will enable the City of Chowchilla to continue essential road maintenance and rehabilitation projects, safety improvements, repairing and replacing aging bridges, and increasing access and mobility options for the traveling public that would not have otherwise been possible without SB 1; and
WHEREAS, the City has undergone a robust public process to ensure public input into our community’s transportation priorities/the project list; and WHEREAS, the City of Chowchilla used a Pavement Management System to develop the SB 1 project list to ensure revenues are being used on the most high-priority and cost-effective projects that also meet the community’s priorities for transportation investment; and WHEREAS, the funding from SB 1 will help the City maintain and rehabilitate streets/roads, and add active transportation infrastructure throughout the City this year and other similar projects into the future; and
WHEREAS, the 2020 California Statewide Local Streets and Roads Needs Assessment found that the City’s streets and roads are in an at-risk condition and this revenue will help us increase the overall quality of our road system and over the next decade will bring our streets and roads into a good condition; and
WHEREAS, the SB 1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge technology, materials, and practices, will have significant positive co-benefits statewide.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chowchilla hereby finds, determines and declares the following:
1. The foregoing recitals are true and correct.
2. The following list of proposed projects will be funded in part or solely with Fiscal Year 2024-25 Road Maintenance and Rehabilitation Account revenues:
Project Title: Humboldt Ave Rehab. Project
Project Description: Annual street preventative maintenance and pavement rehabilitation project per the City’s Pavement Management System; Humboldt Avenue will be reconstructed from Front St. to 3rd St. to improve the pavement surface.
Project Location: Humboldt Avenue from Front Street to 3rd Street.
Estimated Project Schedule: Engineering Design - FY 24/25 Construction – FY 25/26
Project Completion – FY 26/27
Estimated Project Useful Life: 20 years
PASSED AND ADOPTED by the City Council of the City of Chowchilla this 28th day of May, 2024 by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED:
Mayor Kelly Smith
ATTEST:
Joann McClendon, CMC
City Clerk
REPORT TO THE CITY COUNCIL
Item 3.4
CLICK HERE
TO RETURN TO
THE AGENDA
Meeting of: May 28, 2024
AGENDA SECTION: Consent
SUBJECT: A City Council Resolution Approving Applications for Transportation Development Act (TDA) Funds for Fiscal Year 2024/2025 and Authorizing the City Administrator or Designee to execute and Submit Applications to the Madera County Transportation Commission
PREPARED BY: Robin Roman, Transit Supervisor
APPROVED BY: Joann McClendon, City Clerk
ATTACHMENTS: Resolution, TDA Allocation Applications
REVIEWED BY
ADMINISTRATOR ☒ REVIEWED BYATTORNEY ☒ REVIEWED BY FINANCE ☒ RECOMMENDATION:
Staff recommends that Council approve the resolution (a) approving applications for FY 2024/2025 TDA Local Transportation (LTF) and State Transit Assistance (STA) funds; and (b) authorizing the City Administrator or Designee to execute the applications for submittal to the Madera County Transportation Commission (MCTC) for adoption.
BACKGROUND:
The State Controller annually approves LTF and STA apportionments by the county pursuant to the Transportation Development Act (TDA). MCTC allocates these funds to local agencies based on each jurisdiction’s percentage share of the total County population. Annually, local agencies are required to submit applications for approval to MCTC. The applications may be amended, as needed.
REASON FOR RECOMMENDATION:
LTF funds are programmed for public transit services; pedestrian and bicycle facilities and street and road maintenance and construction projects. Transit must be fully funded consistent with the MCTC annual Unmet Transit Needs findings, as transit has priority use of these funds. A mandatory 2% is allocated for pedestrian and bicycle facilities and 3% for transportation planning. The remaining balance may be expended on street maintenance and construction projects. STA funds may be used only for public transit purposes, including operating and capital projects.
MCTC requires Council approval prior to the submittal of LTF and STA applications. The FY 2024/2025 LTF and STA applications have been prepared, as attached, reflecting the proposed use of these funds.
The City’s total FY 2024/2025 allocation is $586,466 for LTF and $204,299 for STA. The LTF and STA applications specify the proposed expenditures of these funds.
FISCAL IMPACT:
The City’s total FY 2024/2025 allocation is $586,466 for LTF and $204,299 for STA and will be included in the budget.
ALTERNATIVES:
None.
ACTIONS FOLLOWING APPROVAL:
Upon signatures, City Clerk to return the documents to Robin Roman, Transit Supervisor.
COUNCIL RESOLUTION # XX-24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHOWCHILLA, CALIFORNIA
APPROVING APPLICATIONS FOR TRANSPORTATION DEVELOPMENT ACT FUNDS FOR FISCAL YEAR 2024/2025,
AND AUTHORIZING THE CITY ADMINISTRATOR OR DESIGNEE TO EXECUTE AND
SUBMIT APPLICATIONS TO THE MADERA COUNTY TRANSPORTATION COMMISSION WHEREAS, Transportation Development Act Local Transportation Funds (LTF) and the State Transit Assistance (STA) funds are annually allocated by Madera County Transportation Commission (MCTC) pursuant to the TDA; and,
WHEREAS, the City of Chowchilla prepares the applications outlining the intended uses for the STA funds each year and the application may be amended as needed; and, WHEREAS, the LTF and STA application for FY 2024/25 that describes the intended uses of these funds have been submitted to Council for review and approval.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chowchilla hereby finds, determines, and declares the following:
1. The above recitals are true and correct.
2. The Fiscal Year 2024/2025 applications for Transportation Development Act Local Transportation Funds and State Transit Assistance Funds, as allocated to the City of Chowchilla by the Madera County Transportation Commission, are approved.
3. The City Administrator or designee is authorized to execute the applications and submit them to the Madera County Transportations Commission for adoption.
4. This resolution is effective immediately upon adoption.
PASSED AND ADOPTED by the City Council of the City of Chowchilla this 28th day of May 2024 by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED:
Mayor Kelly Smith
ATTEST:
Joann McClendon, CMC
City Clerk
Line
1 Project Year (FY)
2 Claimant
3 Address
4 Contact Person Title
5 Telephone Number
6 The above named claimant hereby applies for allocations of Transportation Development Act funds for FY 2024-25 for the purposes and in the amount(s) specified below:
7 $ 17,594.00
8 Pedestrian & Bikeway Facilities (PUC 99234) $ 11,729.00 9 Article 4 Transit (PUC 99260) $ 290,817.00
10 Article 4.5 Community Transit (PUC 99275)
11 Article 8a Streets & Roads (PUC 99400a) $ 266,326.00 12 Article 8b Rail (PUC 99400b)
13 Article 8c Transit Contracts (PUC 99400c)
14 TOTAL LTF $ 586,466.00
15 Transportation Planning $ -
16 Mass Transportation $ 204,299.00
17 TOTAL STA $ 204,299.00
18 TOTAL TRANSPORTATION DEVELOPMENT ACT APPLICATION $ 790,765.00 (add lines 14 and 17)
19 By:
20 Title:
21 Date:
22 Signed:
Chief Financial Officer
23 Name:
24 Title:
Approved by MCTC:
FORM A
Authorized Official Date
Kerri Williams
Finance Director
Reference: CCR Section 6630
I hereby attest to the reasonableness and accuracy of the financial statements included in Documents D, E, & F. (Sec. 6632)
Joann McClendon City Clerk
559-665-8615 x 102
Purpose
Local Transportation Fund
Regional Transportation Planning (PUC 99262 & 99402)
State Transit Assistance
Claimant acknowledges that payment by the County Auditor of an allocation made by MCTC is subject to such monies being on hand and available for distribution and to the provision that such moneys be used only in accordance with the terms of the allocation instruction issued by MCTC.
City Clerk
130 S Second Street
MADERA COUNTY TRANSPORTATION COMMISSION
TRANSPORTATION DEVELOPMENT ACT APPLICATION SUMMARY - FORM A (All claimants must complete this document)
2024-25
City of Chowchilla
2024-25
Transportation Services, Section 99260 (Article 4):
1. Name of Service: $ 290,817.00
2. Name of Service: $
TOTAL: $ 290,817.00
Transportation Services, Section 99400 (b,c,d) (Article 8):
$
$
$
$
TOTAL: $ -
Pedestrian and Bicycle Facilities, Section 99234 (Article 3):
1. $ 11,729.00
2. $
3. $
TOTAL: $ 11,729.00
Pedestrian/Bicycle Facilities
05-24 -LTF Application
4. Name of Service, Contractor:
Project Name, if applicable
2. Name of Service, Contractor:
3. Name of Service, Contractor:
CATX
1. Name of Service, Contractor:
Projects. All projects submitted must be included in the Regional Transportation Plan. MCTC is required to make a finding that "No unmet public transportation needs exist" in the county before this application can be approved.
FUNDING REQUEST:
Transportation Planning Services, Pedestrian and Bicycle Facility Construction, and Street and Road
MADERA COUNTY TRANSPORTATION COMMISSION
Application for Transportation Development Act Funds - Form A.1 Local Transportation Fund (LTF)
Fiscal Year
Applicant Agency and Project Manager:
Joann McClendon
This form is to be used when making an application to use LTF funds for Public Transportation Services,
$ 17,594.00
$
$
TOTAL: $ 17,594.00
$ 266,326.00
GRAND TOTAL: $ 586,466.00
Date
Note:
TDA funds may be used to cover actual expenses during the fiscal year of the application only. Should carryover funds occur, MCTC should be notified 05/24 -LTF Application
Approved by MCTC:
Authorized Official
Date
Submitted By:
Signature of Local Official, Title
Street and Road Projects, Section 99402 (Article 8):
Article 8 Funds Requested for Street & Road Projects
Additional planning project or contracted transportation planning work MCTC TDA (LTF) Application Form
Transportation Planning Services, Section 99402 (Article 8):
MCTC regional transportation planning activities on behalf of member agencies Local Agency transportation planning activities (or Contracted Services) 2024-25
$ 204,299.00
$
$
$
$
TOTAL: $ 204,299.00
MCTC transit planning activities on behalf of member agencies. $ Local Agency transportation planning activities (or Contract Services) $ Additional planning project or contracted transportation planning work $ TOTAL: $ -
SUMMARY of PROPOSED EXPENDITURES
Transportation Services $ 204,299.00
Transportation Planning Services $ -
GRAND TOTAL: $ 204,299.00
Date
Note:
05-24 -STA Application
5. Name of Service, Contractor:
Transportation Planning Services:
Submitted By:
Signature of Local Official, Title
Approved by MCTC:
Authorized Official
TDA funds may be used to cover actual expenses during the fiscal year of the application only. Should carryover funds occur, MCTC should be notified
2. Name of Service, Contractor:
3. Name of Service, Contractor:
4. Name of Service, Contractor:
This form is to be used when making an application to use STA funds for Transportation Services and Transportation Planning. All projects submitted must be included in the Regional Transportation Plan.
FUNDING REQUEST:
Transportation Services:
1. Name of Service, Contractor: CATX
Joann McClendon
MADERA COUNTY TRANSPORTATION COMMISSION
Application for Transportation Development Act Funds - Form A.2 State Transit Assistance (STA)
Fiscal Year
Applicant Agency and Project Manager:
FORM A.2
REPORT TO THE CITY COUNCIL
Item 5.1
CLICK HERE
TO RETURN TO
THE AGENDA
Meeting of: May 28, 2024
AGENDA SECTION: Deferred Business
SUBJECT: Approval of a Resolution Selecting QK to provide On-Call Planning Services to the Community and Economic Development Department.
APPROVED BY: Mark Hamilton, Director of Community & Economic Development ATTACHMENTS: Resolution
Consultant Review Committee Scoring Breakdown
4Creeks Proposal
Precision Engineering Proposal
RFM Land Use Consulting Proposal
QK Consulting Proposal
REVIEWED BY
ADMINISTRATOR ☒ REVIEWED BYATTORNEY ☒ REVIEWED BY FINANCE ☒ RECOMMENDATION:
Staff recommends that the City Council adopt a resolution selecting QK to provide On-Call Planning Services to the Community and Economic Development Department, with staff bringing back the contract to Council for consideration at a future date.
BACKGROUND:
On April 5, 2024, the City of Chowchilla released the Request for Proposals (RFP) to provide “On-Call Planning Services” to the Community and Economic Development Department. The published RFP requested interested individuals and firms to participate. The proposal was published through OpenGov.com, noticed through the Madera Tribune, and the City’s social media outlets. The City received four qualified proposals to review for consideration.
REASON FOR RECOMMENDATION:
The City opened proposals for the on May 6, 2024. The City received four (4) proposals from firms looking to assist the department with providing planning services within the community. The four proposals were 4Creeks Consulting, Precision Engineering, RFM Land Use Consulting, and QK. Based on the review, staff determined the proposal submitted by QK was the most reasonable and qualified of the proposals reviewed. The determination was based upon the Completion of the Proposal, Qualifications of the firm, Service Deliver/ Methodology, and Reasonable Costs of Service.
The Chart shows the total scores by review committee:
Firms Reviewer 1 Reviewer 2 Reviewer 3 Total
4 Creeks 88 87 88 263
Precision Engineering 89 87 87 263
RFM Consulting 67 71 60 198
QK (Quad Knopf) 89 90 89 268
Consultant Cost Breakdown:
4 Creeks Precision
Engineering RFM Consulting QK (Quad Knopf)
Number of Staff
assigned to Service 7 Key Staff 5 Key Staff 1 Staff 15 Key Staff Salary Range: $90 - $185 $120 - $215 $191.82 $100 - $225 FISCAL IMPACT:
The funding for On-Call Planning Services is regularly budgeted within the department’s Annual Fiscal budget. The Community and Economic Development Department is proposing $25,000 for On-Call Planning Services in Fiscal Year 2024/25.
ALTERNATIVES:
City Council may choose to reject all proposals, make an alternative recommendation, or continue the item to a future council meeting.
ACTIONS FOLLOWING APPROVAL:
1. Negotiate terms of contract with the successful consultant firm.
2. Bring the contract to City Council for consideration.
3. Execution of Contract with the successful consulting firm.
COUNCIL RESOLUTION # XX-24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHOWCHILLA, CALIFORNIA
SELECTING QK TO PROVIDE ON-CALL PLANNING SERVICES TO THE COMMUNITY AND
ECONOMIC DEVELOPMENT DEPARTMENT
WHEREAS, the Invitation to Proposal to provide ‘On-Call Planning Services’ (“Project”) to Support the City of Chowchilla’s Community and Economic Development Department, was released and posted on April 5, 2024, and was closed on OpenGov.com on May 3, 2024; and, WHEREAS, the City received four (4) proposals for the Project were received and publicly opened at the Chowchilla City Hall on May 6, 2024:
WHEREAS, the Director of Community and Economic Development, Public Works Director, and City Administrator reviewed the proposals submitted by 4Creeks Consulting, Precision Engineering, RFM Land Use Consulting, and QK to meet minimum qualifications; and, WHEREAS, the Director of Community and Economic Development recommends the selection of QK to provide On-Call Planning Services to the Community and Economic Development Department.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chowchilla hereby finds, determines and declares the following:
1. The above recitals are true and correct.
2. The proposal submitted by QK was the most reasonable and would be the most qualified.
3. City Staff would bring back a contract to City for Consideration at a future date.
4. This resolution is effective immediately upon adoption.
PASSED AND ADOPTED by the City Council of the City of Chowchilla this 14th day of May, 2024 by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED:
Mayor Kelly Smith
ATTEST:
Joann McClendon, CMC
City Clerk
Consultant Review Committee Scoring Breakdown
R-1 Score Sheet
On-Call Planning
Services RFP
4 Creeks Precision
Engineering
RFM
Consulting
QK (Quad
Knopf)
Total
Points
Eligible
1. Completeness of
Proposal 21 22 20 24 25
2. Qualifications 23 22 12 23 25
3. Service Delivery /
Methodology 20 23 20 24 25
4. Reasonable Cost of
Service 24 22 15 18 25
Total
88 89 67 89 100
R-3 Score Sheet
On-Call Planning
Services RFP
4 Creeks Precision
Engineering
RFM
Consulting
QK (Quad
Knopf)
Total
Points
Eligible
1. Completeness of
Proposal 22 20 20 23 25
2. Qualifications 24 22 10 22 25
3. Service Delivery /
Methodology 22 23 15 24 25
4. Reasonable Cost of
Service 20 22 15 20 25
Total
88 87 60 89 100
R-2 Score Sheet
On-Call Planning
Services RFP
4 Creeks Precision
Engineering
RFM
Consulting
QK (Quad
Knopf)
Total
Points
Eligible
1. Completeness of
Proposal 24 24 20 24 25
2. Qualifications 23 23 15 24 25
3. Service Delivery /
Methodology 20 21 18 24 25
4. Reasonable Cost of
Service 20 19 18 18 25
Total
87 87 71 90 100
Consultant Cost Breakdown
On-Call Planning
Services RFP 4 Creeks Precision Engineering
RFM
Consulting QK (Quad Knopf)
Number of Staff
assigned to Service 7 Key Staff 5 Key Staff 1 Staff 15 Key Staff Salary Range: $90 - $185 $120 - $215 $191.82 $100 - $225 4 Creeks Inc. Fee Schedule (Page 14 of Proposal):
Precision Engineering (PCE) Fee Schedule (Page 12 of Proposal):
RFM Land Use Consulting Fee Schedule (Page 18 of Proposal):
QK Consulting Fee Schedule (Page 17 of Proposal):
Prepared For:
Mark Hamilton
City of Chowchilla
130 S. Second St., Chowchilla, CA 93610
(559) 665-8615 Ext: 400
[email protected]
4Creeks, Inc.
180 W. Bullard Ave. Ste. 101
Clovis, CA 93612
(559) 802-3052
May 3, 2024 4PM
On-Call Planning Services for The City of Chowchilla
Community & Economic Development Department
2024-RFP-027
A. Cover Letter
May 3, 2024 4PM
Mark Hamilton
City of Chowchilla
130 S. Second Street
Chowchilla, CA 93610
(559) 665-8615 Ext: 400
[email protected] 2024-RFP-027
On-Call Planning Services for
The City of Chowchilla Community & Economic Development Department Dear Mr. Hamilton,
4Creeks, Inc. is honored to submit our proposal to provide On-Call Planning Services for the City of Chowchilla Community and Economic Development Department. We understand the critical nature of these services and are keenly aware of the City’s expectations for innovative, quality-driven solutions. At 4Creeks, we prioritize outcome-focused planning and quality execution, ensuring each project aligns with the City's vision while adhering to established timelines and budgets.
Mr. Karl Shoettler, Principal Planner at 4Creeks, will serve as the Principal Planner/Supervising Planner and Ms. Kelsey George will serve as the Project Manager for the on-call contract and will be the City’s direct point of contact. Mr. Shoettler provides technical direction and overall project management for all on-call Planning services. We believe that Ms. George's private and public agency planning experience and local area relationships make her an ideal candidate to manage the broad spectrum of the OnCall Planning Services for the City of Chowchilla. Mr.Schoettler will be working with Ms. George to provide quality and efficient project delivery. Mr. Schoettler will provide technical expertise and assist in leading the team to complete projects as they are requested by the City.
4Creeks boasts a multidisciplinary team adept in City Planning, Land Use Planning, and environmental services. Our staff brings years of experience in City planning processing and environmental compliance, ensuring that all projects we undertake meet the City’s standards and regulatory requirements. Our team’s commitment to city and regional planning services fosters a deep understanding of municipal needs. Recognizing the dynamic nature of on-call contract planning services, we have proactively expanded our team to bolster our capacity for on-call contracts. This strategic growth ensures our readiness to address the City’s planning challenges promptly and effectively.
We are excited about the possibility of contributing to the City of Chowchilla’s planning initiatives and are prepared to provide the comprehensive services outlined in the RFP. Your consideration of our proposal is greatly appreciated, and we look forward to the opportunity to collaborate in achieving the City's objectives. Thank you for considering 4Creeks as your partner in this endeavor. 4Creeks acknowledges the receipt of Addendum No. 1 and No. 2 issued by the City.
Sincerely,
Karl Shoettler David Duda, AICP
Principal Planner Director of Planning Services/Principal 4Creeks, Inc. | phone: (559) 802-3052 | fax: (559) 802-3215 | [email protected] | 180 W Bullard Ave. Suite 101 Clovis, CA 93612 B. Brief Company Profile
ABOUT 4CREEKS
4Creeks, Inc. is dedicated to providing progressive City planning, civil engineering, architecture, and land surveying services with logical solutions and designs. Our team has extensive service in Contract City Planning services for various jurisdictions within Central California. Many of our principals and staff were raised and educated in Central California and have significant work experience with local municipalities as well as Federal & State Agencies. Our multiple disciplines within the company allow the planning team to gather all levels of review efficiently and with a high level of knowledge for our clients. These specialties are a great resource to have and collaborate on for all projects. We provide start-to-finish assistance for your land use planning & entitlements, environmental planning, agency contract planning, as well as policy planning. We currently have a staff of 176 full-time and part-time employees working in Clovis, Visalia, Hanford, Tulare, San Luis Obispo, and Denver. Our experience and services include:
• On-call Contract Planning Services
• Environmental Design and Compliance
• CEQA/NEPA Compliance
• Coordination with Various Subconsultants
• Noise Studies, Traffic Studies, Bio Resources, Cultural Resources, Air Quality, etc.
• Long Range Planning / Zoning and General Plan Updates • Project Management
• Federal and State updates to Municipal Codes
• Design Guidelines
• Visioning and Community Outreach Workshops/Surveys
• Specific Plans and Master Plans/ Strategic Planning
• Parks & Recreation Planning
• Smart Growth Implementation
We build our reputation one project at a time
with consistent, high-quality products and timesensitive delivery. Our goal on every project is open communication, honesty and integrity.
Economical design considerations, environmental stewardship, and resource efficiencies are tenets of every project we undertake. We pride ourselves on pioneering innovative solutions for our clients that enhance the value of their projects, keep their costs in check, and deliver lasting results.
Clovis Office :
180 W. Bullard Ave. Ste. 101
Clovis, CA 93612
Phone: (559) 802–3052
Fax: (559) 802–3215
Email: [email protected]
Point of Contact:
Karl Shoettler
[email protected]
Business Type:
S-Corporation
Tax ID:
4 Creeks, Inc.: 26-2565232
Department of Industrial
Relations Registration No.:
1000012032
Sureties:
4 Creeks, Inc. carries standard
insurance policies for an
engineering and surveying firm
that meet the requirements for
this proposal.
Principals:
Matthew Ainley, PE,
#66233
David Duda, AICP
#29216
Years in Business:
15 PROFESSIONAL LICENSES
BRANCH OFFICES
Visalia
324 S. Santa Fe St. Ste. A
Visalia, CA 93292
(559) 802-3052
Hanford
308 N. Irwin St.
Hanford, CA 93230
(559) 802-3052
Tulare
132 S. N St.
Tulare, CA 93274
(559) 802-3052
Clovis
180 W. Bullard Ave. Ste. 101
Clovis, CA 93612
(559) 802-3052
Denver
9540 Maroon Circle Ste. 110
Englewood, CO 80112
(720) 210-9488
San Luis Obispo
605 Santa Rosa St. Ste. A
San Luis Obispo, CA 93401
(805) 904-4394
C. Organization and Staffing
ORG CHART
STAFF QUALIFICATIONS & EXPERIENCE
The proposed Key Personnel for this contract will remain intact for the entirety of all projects unless unforeseen circumstances require change, in which case the City will be contacted. 4Creeks will have one project manager throughout the duration of this contract. For more information on qualifications, certifications and credentials, see below and the resumes on the following pages.
Karl Schoettler
Principal Planner
With over 35 years of experience, Mr. Schoettler is a principal planner at 4Creeks. He currently serves as the contract City Planner for several valley communities, including Dinuba, Farmersville, Avenal and Firebaugh. He also provides assistant planning services to Exeter, Sanger, Orange Cove and Huron. He has extensive experience processing development applications and preparing numerous planning documents, including general plans, design guidelines, environmental studies, community and specific plans and zoning ordinances, among others. Mr. Schoettler has experience with planning studies containing recommendations such as standards to promote walkable neighborhoods, design guidelines, mixed use development strategies and zoning ordinance updates.
Kelsey George, AICP
City Planner
Ms. George brings over 10 years of experience in city planning, community development, and environmental and sustainable development. With 7 years of municipal planning experience in the Central Valley, she has worked on a diverse portfolio of urban planning work including General Plan updates, Zoning Code text amendments, annexations, General Plan amendments, rezones, tentative tract maps, use permits, and site plan reviews. Through private and public sector planning roles she has developed extensive experience in interpreting zoning requirements and State and Federal laws and policies regarding land use, information analysis, project management, California Environment Quality Act, citizen engagement, community development, and local government background.
David Duda, AICP
Director of Planning/Principal
Mr. David Duda has over 19 years of experience in managing Planning Services within Central California. David excels at client satisfaction and project delivery by providing constant communication during every project, as well as, staying within scope of work and within budget. Mr. Duda has provided design and management for land development projects from the private and public side for industrial, commercial, agricultural, public facilities, and residential projects ranging from less than an acre to 640 acres in size. Mr. Duda’s experience and management includes expertise in City Planning, Land Use Planning, Entitlements Processing, Environmental Design and Compliance. Mr. Duda has built strong working relationships with agencies within the Central Valley to allow projects to run smoothly and with open communication.
Molly Baumeister, AICP
Senior Environmental Planner/Project Manager
With over 8 years of experience, Ms. Baumeister provides management and technical direction working within a variety of planning roles including environmental compliance, development, and municipality planning. Her land use planning, land entitlements, and environmental management skills produce complete and accurate planning documents required by jurisdictions. She has contributed to managing and completing multiple CEQA/NEPA documents for various uses (Industrial, Residential, Commercial, Public Works, Agricultural and Water).
Ellie Krantz
Associate Planner
Ellie Krantz has been working with 4Creeks for over 4 years. She assists on environmental planning documents, urban designs, land use mapping and entitlement processing. Her experience and passion for environmental/city and regional planning is a great asset to our team. Ellie will be assisting in the preparation of any Planning documents as requested by the team and City.
Nate Antepenko
Associate Environmental Planner
Mr. Antepenko provides support for all CEQA/NEPA compliance documents within the Planning Department. Most recently, Nate has been working with the team on various Public Works environmental documents requiring all levels of environmental compliance. He'll be assisting the Cities with the preparation of environmental documents as needed.
Anna Wagner
Assistant Environmental Planner
Annamarie Wagner is the most recent addition to the 4Creeks planning team. Anna provides a valuable skillset from her recent Environmental Management and Protection degree from Cal Poly, San Luis Obispo. Her expertise will help shape sustainable design alternatives and contribute insights from an environmental standpoint. Annamarie will play a role as part of the project team, collaborating with the teams and actively participating in the drafting of project Planning documents.
D. Description and Approach
PROJECT APPROACH
4Creeks, Inc. will act as the Planning Consultant and provide Contract City Planning Services and required project management in collaboration with the City of Chowchilla. Karl Shoettler, Principal Planner, and Kelsey George, AICP will be the Lead Contract Planners/Project Managers and direct point of contact for the City of Chowchilla designated staff.
Project Team: 4Creeks stands ready to provide contract services requested by the City, including but not limited to counter staffing, responding to public and staff questions on zoning and planning issues, meeting with public and staff to discuss projects and planning issues, processing all types of development permits, conducting environmental review, and attending Planning Commission and City Council meetings, as needed. All budget parameters will reflect the attached 4Creeks fee schedule.
Scheduling: Working within the City's budget parameters, the 4Creeks team can schedule weekly in-person hours at Chowchilla City Hall, or provide remote hours, or a combination of the two.
Provide Access and Clarity: The 4Creeks team will maintain an online project file utilizing Dropbox to store all project files and coordinate with each other; essentially working off the same “project” server. Passwords can be created for limited access to the files. The City of Chowchilla project manager will be invited to share the folder and have access to all project files at all times throughout the project duration. The final documents will be sent over to the City’s Administrator for their files.
Project Communication: Kelsey George, AICP along with other Senior/Associate Planning staff will provide direct communication with City staff on a regular basis, as agreed upon when scheduling. This will allow for all projects to be completed on-time and within budget as outlined in the approved agreements.
Quality Assurance and Control: The ultimate success of any project hinges on the foundation of its leadership and management methodologies and procedures. Quality assurance and control are paramount on every project we undertake.
Essential elements of our quality assurance and control procedures can be summarized as follows:
• Initial Review & Planning: Analyze CIty codes and establish key performance indicators and quality benchmarks. • Continuous Monitoring: Conduct ongoing assessments by QA/QC personnel. • Final Quality Check: Perform a comprehensive review to ensure deliverables meet client expectations before delivery. • Post-Delivery Evaluation: Gather client feedback and analyze project outcomes against the initial quality goals.
E. Cost Proposal
Effective May 1, 2022 – Amended (8/01/2023)
4Creeks, Inc. Fee Schedule – Professional
Fees are based on the median hourly pay rate for employees in each classification, plus indirect costs, overhead, and profit. Multi-Year contracts are subject to any subsequent changes in these rates. Fee schedules for the various billing categories are:
Classification Charges Per
Hour
Classification Charges Per
Hour
Civil Engineering Services Architectural Services
Associate Engineer $125 Associate Architect** $130
Engineer $145 Architect $145
Senior Engineer $175 Senior Architect** $175
Principal Engineer $200
Planning Services Construction Inspection
(Non-Prevailing Wage)
Assistant Planner $90 Associate Construction Inspector $110 Associate Planner** $105 Construction Inspector $130
Planner $135 Senior Construction Inspector $150
Senior Planner $165
Principal Planner $185 Construction Management
Associate Construction Manager $125
Structural Engineering Services Construction Manager $145 Associate Structural Engineer $145 Senior Construction Manager $175 Structural Engineer $160
Senior Structural Engineer $180 Project Manager/Coordinator** Associate Project Manager/Coordinator $120
GIS Services Project Manager/Coordinator $140
Associate GIS Technician $90 Senior Project Manager/Coordinator $175 GIS Technician $100
Senior GIS Technician $120 Technical Services
Project Technician I $85
Utility Design Services Project Technician II $95
Associate Designer $105 Project Technician III $105
Designer $130 Project Technician IV $120
Senior Designer $160
Public Outreach Coordination
Land Surveying Services Associate Outreach Coordinator $105 Assistant Surveyor $110 Outreach Coordinator $125
Land Surveyor $135
Senior Surveyor $155 Water Consulting Services
Principal Land Surveyor $180 Associate Water Consultant $115 1-Man Survey Crew * $150 Water Consultant $135
2-Man Survey Crew * $220 Senior Water Consultant $165
3-Man Survey Crew* $275
Drone Pilot $155 Executive Staff
Associate Executive $120
Software Engineering Services Executive $145
Assistant Software Engineer $75 Senior Executive $165
Associate Software Engineer $90
Software Engineer $135 Expert Witness
Senior Software Engineer $165 Expert Witness $300
Direct Charges
At cost plus fifteen percent (15%):
• Transportation and per-diem expenses (auto mileage @ current IRS rate, off-road charges $50.00/day) • Printing and reproduction: $0.03 per b/w copy, $0.12 per color copy, $0.80 per sq. ft. large printing • Equipment rentals, subcontractors, laboratory analyses • Website Hosting Fees: $15/mo. | $150/annual
*Prevailing wage rates by separate schedule – Varies by County **Amended Rates
F. Resume, Relevant
Projects/Services with
References
Karl Schoettler, AICP
Principal Planner
__________________________
Information
Education
Core Program Courses Completed - City
& Regional Planning
CSU Fresno
Fresno, CA
B.A. - Geography, Emphasis in
Environmental Studies
CSU Fresno
Fresno, CA
Work 34+ Years Experience
Phone +1 (559) 802-3052
Email [email protected]
Areas of Expertise
Contract Planning
General Plans
Design Guidelines
Environmental Studies
Community & Specific Plans
Zoning Ordinances
Employment History
04/24-Present
4Creeks, Inc. - Visalia, CA
Principal Planner
01/91-04/24
Collins & Schoettler - Visalia, CA
Principal Planner
Contract City Planning Services – Dinuba, CA
City Planning Consultant/City Planner
Since 2019 Mr. Schoettler has served as the consulting city planner for the City of Dinuba. In this role, he functions as the city planner for the City, and holds weekly office hours at the City’s Public Works office. He serves as lead staff person and processes all development projects and permits including annexations, subdivision maps, zone changes, General Plan Amendments, Conditional Use Permits and Site Plan Reviews, among others. Since his time with Dinuba Mr. Schoettler has processed over 500 single family residential lots and five annexations totaling more than 140 acres, including over 75 acres for a new high school. Mr. Schoettler presents all staff reports for planning matters and projects to the City Council and Planning Commission. Currently Mr.
Schoettler is working on a comprehensive Zoning Ordinance update and also Commercial Design Guidelines for Dinuba.
Contract City Planning Services - Farmersville, CA
City Planning Consultant/City Planner
Mr. Schoettler has provided contract planning services to the City of Farmersville since 2000. In this capacity he serves as the City Planner and advisor to the City Council on all planning, zoning and development issues. Mr. Schoettler processes all development applications, including subdivisions, site plan reviews, conditional use permits, zone changes and annexations, among many others. He provides planning and zoning information to the general public and fields all planning-related inquiries from the public. In 2002 Mr. Schoettler prepared an update to the Farmersville General Plan and this unique document went on to win the first-place national planning award from the American Planning Association – the first and still only such award for any city in the San Joaquin Valley. Currently Mr. Schoettler is working on a Downtown Specific Plan for Farmersville’s central business district, and he is also preparing a comprehensive zoning ordinance update for the City.
Contract Planning Services - City of Firebaugh, CA
City Planning Consultant/Director
Mr. Schoettler has served as the city planner for the City of Firebaugh since 2004. In this position he processes all development applications for the City, including annexations, site plan reviews, conditional use permits, tentative subdivision maps, general plan amendments, zone changes, variances, parcel maps, lot line adjustments and log mergers. During this time, he has processed over 900 residential lots and annexations totaling more than 300 acres. He presents all project reports to the City Council and Planning Commission. Mr. Schoettler is the lead on communicating with developers and disseminates project information to all city staff and consultants, obtaining comments and conditions of approval from all. In terms of long-range planning, Mr.
Schoettler prepared the 2030 Firebaugh General Plan and also a new zoning ordinance.
Both were recognized with awards by the American Planning Association.
General Plan Update and North Academy Corridor Master Plan – City of Sanger Principal-in-Charge
Mr Schoettler was the principal in charge of preparation of a new General Plan update for the City of Sanger. The General Plan was adopted in 2020 and contains 7 elements (including the Environmental Justice Element) and is designed to help the City respond to significant growth expected to occur through the year 2035. Sanger is located just outside the City of Fresno but has more affordable housing and a highly-respected school district. Importantly, Mr. Schoettler performed growth projections and determined the City could accommodate expected growth without expanding the existing Sphere of Influence. The General Plan also contains numerous walkability programs, designed to make the community more pedestrian-oriented.
Kelsey George, AICP
Senior Planner
__________________________
Registrations & Certifications
AICP #34656
California Geographic Society, Member
APA Member
Information
Education
M.A. - Urban Geography, Emphasis in Social
& Economic Geography
CSU Long Beach
Long Beach, CA
B.A. - Human Geography & Planning
CSU Chico
Chico, CA
Work 8+ Years Experience
Phone +1 (559) 802-3052
Email [email protected]
Areas of Expertise
City Planning
Project Management
Data Analysis/Interpreting
Environmental Laws
Stakeholder Engagement
Document Control
Cross-Functional Collaboration
Rural & Town Planning
Employment History
04/24-Present
4Creeks, Inc. - Clovis, CA
Lead Planner
05/22-04/24
Precision Civil Engineering - Fresno, CA
Senior Planner
02/21-05/22
City of Clovis - Clovis, CA
Assistant Planner
12/18-02/21
City of Fresno - Fresno, CA
Planner II
Contract City Planning Services - Atwater, CA
City Planning Consultant/On-Call Environmental
Kelsey provided in-person staff augmentation twice a week on an interim basis, acting as the on-site staff planner. She spearheaded inter-departmental coordination with City staff and applicants to identify project-specific issues and streamline processes.
Additionally, Kelsey developed internal procedures to implement the application review processes recently established by the City for ministerial site plan review as well as discretionary use permits. Her role also included reviewing projects for compliance with the Atwater General Plan, Atwater Municipal Code, Housing Element, California Environmental Quality Act (CEQA), and other relevant local and state laws and regulations.
Contract City Planning Services - Dunsmuir, CA
City Planning Consultant/On-Call Environmental
Kelsey served as the City's Contract City Planner for an interim period, providing professional planning services to both staff and community members, effectively addressing a variety of planning and environmental-related issues and inquiries. She prepared detailed staff reports and associated documents, delivering presentations at Planning Commission and City Council meetings as required in order to assist appointed and elected officials in making well-informed planning decisions.
Additionally, Kelsey coordinated with the City’s Housing Element consultant to compile and submit the City’s General Plan Annual Progress Report to the California Governor’s Office of Planning and Research to ensure compliance with regulatory standards while providing critical updates on the City’s ongoing planning initiatives.
Contract City Planning Services - Yreka, CA
City Planning Consultant/On-Call Environmental
In this role, Kelsey oversaw the preparation and submittal of a grant funding application on behalf of the City, with the purpose of advancing several 6th Cycle Housing Element goals and policies. She collaborated closely with various departments, notably Public Works, to prepare and submit a Routine Maintenance Agreement in strict compliance with regulations set forth by the California Department of Fish and Wildlife Services. Additionally, Kelsey managed entitlement applications on an as-needed basis, overseeing the entire process from analysis to the drafting of staff reports, issuance of public hearing notices, and conducting environmental assessments. She spearheaded the development of a comprehensive strategy and work program for the City's first Zoning Code Update and Programmatic Environmental Impact Report. This initiative included the formulation of a detailed public outreach program to ensure robust community involvement and feedback throughout the planning process.
City Planning Services - Clovis, CA
City Planning Consultant/On-Call Environmental
In her capacity as a staff planner, Kelsey managed the processing of all entitlement applications, ranging from General Plan Amendments and Rezones to Conditional Use Permits and Site Plan Reviews. Additionally, she provided support to the Police Department and Code Enforcement Unit by addressing Code violations associated with planning issues. This involved drafting and dispatching property owner letters and notifications, ensuring compliance with relevant regulations. Kelsey also played a pivotal role in overseeing the City’s pre-application process, offering guidance to developers and property owners to navigate the planning process effectively. Her proactive approach helped identify potential issues pertinent to their projects early on, facilitating smoother project progression and timely resolution of challenges.
David Duda, AICP
Director of Planning/Principal
__________________________
Registrations & Certifications
AICP # 29216
Post Baccalaureate Certification in
Geographic Information Systems - Penn
State University
APA Member
Information
Education
B.S. - City & Regional Planning,
Minor in Environmental Design
Cal Poly SLO, San Luis Obispo , CA
A.A. - Architecture Emphasis
San Diego Mesa CC, San Diego, CA
Master Certification. - GIS
Penn State University, PA
Work 18+ Years Experience
Phone +1 (805) 904-4394
Email [email protected]
Areas of Expertise
Project Management Land Entitlements
CEQA/NEPA Compliance
Bike Master Plans
Conceptual & Master Plan Site Design
City Planning & Design
Land Use Planning
General Plan/ Zoning Ordinance &
Implementation
Policy Planning
Employment History
10/13-Present
4Creeks, Inc. - Visalia /San Luis Obispo,
CA
Planning Director/Branch Manager
04/05-10/13
Quad Knopf, Inc. - Visalia, CA
Senior Associate Planner/Project Manager
Contract City Planning Services - Fresno, CA
City Planning Consultant/On-Call Environmental
Mr. Duda provides contract City Planning services to the City of Fresno (population 526,147). He provides CEQA support for various projects with the City of Fresno and developers through 3rd party agreements for past 6 years. He provides other planning evaluations such as environmental reviews and CEQA compliance, policy review, site plan reviews, staff reports, General Plan and Zoning Ordinance interpretations, and project management. Mr. Duda has been performing CEQA compliance for various projects within the City very efficiently hitting deadlines, and within project budgets.
Contract City Planning Services - Tulare, CA
City Planning Consultant/City Planner
Mr. Duda provided on-site contract City Planning services to the City of Tulare (population 64,546). He interpreted the City’s General Plan and Municipal Code as development projects were proposed. He also provided other planning evaluations such as CEQA/NEPA environmental documents and reviews, policy review, site plan reviews, staff reports, General Plan and Zoning Ordinance interpretations, and project management. Mr. Duda was responsible for processing Conditional Use Permits, CEQA compliance, Zone Changes, General Plan Amendments, and other City permitting required by the Planning Division. He provided ordinance updates for the City of Tulare to fit present day and future guidelines and requirements. Mr. Duda worked closely with the City staff to research, analyze, and provide direction on key planning and policy concerns.
Contract Planning Services - City of Sanger, CA
City Planning Consultant/Director
Mr. Duda provided on-site contract City Planning services to the City of Sanger. He interpreted the City’s General Plan and Municipal Code as development projects were proposed. He has also provided other planning evaluations such as environmental reviews, policy review, site plan reviews, staff reports, General Plan and Zoning Ordinance interpretations, and project management. Mr. Duda has been responsible for processing Conditional Use Permits, Zone Changes, Initial Studies/Mitigated Negative Declarations, General Plan Amendments, and other City permitting required by the Planning Division. He also provided ordinance updates for the City of Sanger to fit present day and future guidelines and requirements. Mr. Duda worked closely with the City staff to research, analyze, and provide direction on key planning and policy concerns.
Contract Planning Services - City of Selma, CA
City Planning Consultant/Director
Mr. Duda provided on-site contract City Planning services to the City of Selma. He interpreted the City’s General Plan and Municipal Code as development projects were proposed. Mr. Duda has been responsible for processing Conditional Use Permits, Zone Changes, Initial Studies/Mitigated Negative Declarations, General Plan Amendments, and other City permitting required by the Planning Division. Mr. Duda worked closely with the City staff to research, analyze, and provide direction on key planning and environmental policies.
Home Place Master Plan Community- City of Clovis, CA
Planning Director/Project Manager
Mr. Duda managed the master plan document, Tentative Map master plan, and land entitlements for the 306 acre community . The master planned community is located within the Loma Vista Specific Plan within the City of Clovis. The Home Place theme and character will include architectural themes from Traditional California Farmhouse, Spanish, Craftsman, Cottage, and Tuscan design and finish materials. The Master Plan included Land Use, Circulation, Landscape, Utility Design, and Plan Implementation components to allow a guide for development of the master planned community. Mr.
Duda worked closely with the client and City Planner to prepare a Master Plan Document for the proposed project.
Greg Collins, AICP
Principal Planner
__________________________
Information
Education
M.S. - City & Regional Planning
CSU Fresno, Fresno, CA
B.S. - Biology
UC Santa Barbara, Santa Barbara, CA
Work 35+ Years Experience
Phone +1 (559) 802-3052
Email [email protected]
Areas of Expertise
Planning Reports
Project Planner
Environmental Impact Reports
Specific Plans
General Plan Elements
Zoning Ordinances
Contract Planning Services
Employment History
04/24-Present
4Creeks, Inc. - Visalia, CA
Principal Planner
1982-04/24
Collins & Schoettler - Visalia, CA
Planner / Partner
Contract City Planning Services – Exeter, Ca
City Planning Consultant/City Planner
Since 1985 Mr. Collins has served as the consulting city planner for the City of Exeter. In this role, he functions as the city planner for the City. He serves as lead staff person and processes all development projects and permits including annexations, subdivision maps, zone changes, General Plan Amendments, Conditional Use Permits and Site Plan Reviews, among others. Since his time with Exeter Mr. Collins has prepared the city’s general plan and zoning ordinance as well as an award-winning specific plan – Southwest Exeter Specific Plan. Mr. Collins presents all staff reports for planning matters and projects to the City Council and Planning Commission.
Contract City Planning Services - Woodlake, CA
City Planning Consultant/City Planner
Mr. Collins provided contract planning services to the City of Woodlake from 1984 to 2018. In this capacity he served as the City Planner and advisor to the City Council on all planning, zoning, and development issues. Mr. Collins processed all development applications, including subdivisions, site plan reviews, conditional use permits, zone changes and annexations, among many others. He prepared Woodlake’s General Plan, Zoning Ordinance, and downtown design guidelines. Mr. Collins played an active role in attracting five tax-credit apartment complexes.
Contract City Planning Services - Kerman, CA
City Planning Consultant/City Planner
Mr. Collins served as the city planner for the City of Kerman from 1986 to 2010. In this position he processed all development applications for the City, including annexations, site plan reviews, conditional use permits, tentative subdivision maps, general plan amendments, zone changes, variances, parcel maps, lot line adjustments and log mergers. During this time, he has processed over 500 residential lots and annexations totaling more than 100 acres. He presented all project reports to the City Council and Planning Commission. Mr. Collins served as the lead on communicating with developers and disseminated project information to all city staff and consultants, obtaining comments and conditions of approval from all.
Various Contract Cities
City Planning Consultant/City Planner
Mr. Collins has served as contract planner for numerous other cities including Arvin, Coalinga, Orange Cove, and Huron.
Molly Baumeister, AICP
Senior Associate Environmental Planner
__________________________
Registrations & Certifications
AICP #29216
Information
Education
B.S. - Planning Environmental Management
& Protection, Emphasis in Sustainable
Urban Development
Cal Poly SLO, San Luis Obispo, CA
Work 8 Years Experience
Phone +1 805) 904-4394
Email [email protected]
Areas of Expertise
Environmental Management
CEQA/NEPA Compliance
Air Quality/Greenhouse Gas Studies
Multimodal Transportation Planning
ArcGIS
Adobe InDesign
Employment History
10/16-Present
4Creeks, Inc. - Visalia, CA
Planner/Project Manager
07/15-10/16
KMI - Paso Robles, CA
Consulting Intern
10/15-03/16
California Polytechnic State University -
San Luis Obispo, CA
Laboratory Technician
Kamm Ave & Alta Ave Roundabout - Dinuba, CA
Environmental Planner/Project Manager
Mrs. Baumeister lead the environmental compliance efforts for a CMAQ funded roundabout project in the City of Dinuba. Mrs. Baumeister directed the preparation of the Initial Study/Mitigated Negative Declaration (IS/MND) and the Preliminary Environmental Study (PES). Her leadership was instrumental in guiding these documents in line with CEQA and NEPA standards, ensuring the project's alignment with the Congestion Mitigation and Air Quality Improvement (CMAQ) program.
Riggin Avenue Widening (Kelsey to Shirk)- Visalia, CA
Environmental Planner/Project Manager
Mrs. Baumeister played a pivotal role in leading 4Creeks' environmental compliance efforts for the Riggin Avenue Widening Project in Visalia, CA. She coordinated with subconsultants to produce critical technical reports, including Cultural and Biological Resources Assessments and VMT Analysis. Mrs. Baumeister was instrumental in preparing the CEQA Initial Study, which culminated in a Mitigated Negative Declaration, and developed an Environmental Narrative for NEPA compliance for the EDA grant. Her expertise also extended to navigating the Air District Permitting process and devising strategic mitigation measures to minimize the project's implementation effects.
Caltrans Environmental Narrative - City of Visalia, CA
Senior Associate Planner
The project included the completion of an Environmental Narrative for a road widening project in Visalia to meet EDA grant program requirements. The project involved widening of a one-mile segment of Riggin Avenue to accommodate additional vehicular and bicycle travel lanes. The project encouraged development in the City's industrial park.
Environmental Impact Report (EIR)- Kings County, CA
Senior Environmental Planner/Project Manager
Mrs. Baumeister was responsible for overseeing and preparing an Environmental Impact Report (EIR) aimed at addressing the potential environmental consequences related to the development of a residential project in the Armona Community.
Following a comprehensive Initial Study, it was determined that the project would result in Vehicle Miles Traveled (VMT) surpassing the established thresholds set by the County. The report thoroughly examined travel patterns of community residents, including direction and distance, to better understand the transportation dynamics. To minimize the project's environmental impact, various alternatives and mitigations were suggested. These measures primarily focused on enhancing accessibility to the surrounding land through alternative transportation methods. The goal was to reduce the reliance on conventional vehicles and promote eco-friendly travel options.
Mander Villa Initial Study/Mitigated Negative Declaration - Fresno, CA Senior Environmental Planner/Project Manager
Ms. Baumeister spearheaded the preparation of an Initial Study/Mitigated Negative Declaration for a 32-unit apartment complex situated within the City of Fresno.
Throughout the project, Ms. Baumeister managed and coordinated the efforts of subconsultants responsible for conducting technical studies, including a Biological Resources Assessment and VMT Assessment. Ms. Baumeister guided the environmental analysis and provided quality control support for the Final IS/MND.
Lower Tule River Irrigation District Distribution System Project - Tulare County, CA Associate Planner
This project involved the preparation of the required initial study/Mitigated Negative Declaration for the proposed new pipeline and replacement of an existing pipeline within the LTRID. The project extended approximately 12.6 miles from east to west and consisted of 3 different laterals to connect all junctions to each other. 4Creeks managed the sub-consultants, public outreach/noticing, document preparation, and approvals with the lead agency and state clearinghouse.
Ellie Krantz
Associate Planner
__________________________
Information
Education
B.S. - City & Regional Planning
Minor in Sustainable Environments &
Architecture
Cal Poly SLO, San Luis Obispo, CA
Work 4 Years Experience
Phone +1 (805) 904-4394
Email [email protected]
Areas of Expertise
CEQA Compliance
NEPA Compliance
Air Quality/Greenhouse Gas Analysis
ArcGIS
Adobe Creative Suite
Mobility Planning
Employment History
08/22-Present
4Creeks, Inc. - Visalia/San Luis Obispo, CA
Associate Planner
04/21-07/22
4Creeks, Inc. - Visalia/San Luis Obispo, CA
Planning Assistant
Water Supply Assessment – City of Visalia, CA
Associate Planner
Ms. Krantz prepared a Water Supply Assessment for a specific plan within Visalia, CA.
The assessment evaluated if the total Project water supply determined to be available during normal, single dry and multiple dry years would meet the Project water demand associated with the Project, in addition to existing and planned future uses in the City of Visalia.
Indirect Source Review, Air Impact Assessment – City of Visalia, CA Associate Planner
This project included the completion of an Air Impact Assessment for a 60-acre residential community within the City of Visalia. Ms. Krantz evaluated the project’s potential impact on air quality through the creation of maps using ArcGIS. Possible mitigation measures to reduce the projects impacts were evaluated. In Compliance with Indirect Source Review Rule 9510, this assessment was submitted to the San Joaquin Valley Air Pollution Control District.
Initial Study/Mitigated Negative Declaration – Kings County, CA Associate Planner
Ms. Krantz assisted in the completion of an Initial Study and Mitigated Negative Declaration for a veterinary clinic in Kings County. The document discussed the findings of technical reports, including CalEEMod modeling results, VMT assessment, Noise Study, and a biological assessment. Ms. Krantz evaluated the project’s potential environmental impacts and developed mitigation measures to reduce impacts to less than significant levels.
Initial Study/Mitigated Negative Declaration - Fresno, CA Associate Planner
This project included the completion of the Initial Study and Mitigated Negative Declaration for apartments in the City of Fresno, CA. This document evaluated the project’s potential environmental impacts and developed mitigation measures to reduce impacts to less than significant levels in consistency with the City’s ordinances and policies. The project also involved onsite and offsite infrastructure improvements including new and relocated utilities, internal drive aisles, build-out, and improvements to surrounding streets. The document discussed the findings of technical reports, including CalEEMod modeling results, a VMT assessment, noise study, and a biological assessment. Additionally, Ms. Krantz coordinated with the Southern San Joaquin Valley Information Center to complete a cultural resources records search for the project area.
Indirect Source Review, Air Impact Assessment – City of Dinuba, CA Associate Planner
Ms. Krantz completed an Air Impact Assessment for a 74-unit residential community within the City of Dinuba. The assessment evaluated the project’s potential air quality impacts and possible mitigation measures to reduce the project’s impacts. ArcGIS was used to create maps evaluating the density, walkability, and transit accessibility of the project area. In Compliance with Indirect Source Review Rule 9510, this assessment was submitted to the San Joaquin Valley Air Pollution Control District.
Nate Antepenko
Associate Planner
__________________________
Information
Education
B.S. - City & Regional Planning
Minor in Real Property Development
Cal Poly SLO, San Luis Obispo, CA
Phone +1 (805) 904-4394
Email [email protected]
Areas of Expertise
Environmental Management
CEQA/NEPA Compliance
Project Research/analysis
Air Quality/Greenhouse Gas Studies
ArcGIS
Adobe InDesign
Employment History
06/22-Present
4Creeks, Inc. - Visalia/San Luis Obispo, CA
Associate Planner
11/21-06/22
4Creeks, Inc. - Visalia/San Luis Obispo, CA
Assistant Planner
Kamm & Alta Avenue Safety Study - Dinuba, CA
Associate Planner
Assisted in the preparation of a planning study to address bicycle and pedestrian safety at the intersection at Kamm Avenue and Alta Avenue in the City of Dinuba. The intersection is located adjacent to a planned future high school so the study analyzed anticipated student travel modes/patterns and provided conceptual design plans to calm traffic and improve connectivity for students. The final proposed design included a collection of improvements, including bike lanes, expanded landscaping, inovative striping, pedestrian refuge islands, curb extensions and a HAWK crossing.
Environmental Impact Report - Kings County, CA
Associate Planner
Drafted an EIR to address the environmental effects associated with implementation of a residential project in the Armona Community. After completing an Initial Study, it was found that the project would generate VMT exceeding the County’s thresholds. In the report, travel trends, such as direction and distance, for residents in the community were analyzed. Alternatives and mitigations to the project were proposed to potentially reduce the environmental impact. Mitigations were based on making surrounding land used more accessible from alternative transportation methods.
Tentative Subdivision Map, Annexation, Pre-Zone, Initial Study/Mitigated Negative Declaration - Visalia, CA
Associate Planner
Assisted in the design, annexation, and CEQA documents of a 136-unit single- family residential subdivision in the City of Visalia. The project site was previously in an unincorporated area of Tulare County. The project required an Initial Study and Mitigated Negative Declaration for the project, which required analysis of the project’s potential environmental impacts and evaluation of the project’s consistency with the City’s ordinances and policies.
Planned Development Initial Study/Mitigated Negative Declaration - Visalia, CA Associate Planner
Assisted in developing CEQA documents for a planned development in Visalia. This development contains low, medium, and high-density residential uses, along with commercial and park space. The study provided analysis and impacts of the community on the environment and mitigation measures to implement for reduction of impacts.
Tentative Subdivision Map, Initial Study/Mitigated Negative Declaration - Fresno, CA
Associate Planner
This project included the completion of the Initial Study and Mitigated Negative Declaration for an 86-unit single-family residential subdivision in the City of Fresno. The site was assessed for potential environmental impacts and mitigation measures were developed to reduce those impacts to less than significant levels.
Indirect Source Review, Air Impact Assessment - City of Dinuba, CA Associate Planner
This project involved the preparation of the required Indirect Source Review for the San Joaquin Valley Air Pollution Control District to analyze potential air quality impacts resulting from the construction and operation of a new high school in Dinuba.
Water Supply Technical Memorandum - Farmersville, CA
Associate Planner
This Technical Memo was prepared to address water supply availability for the new Eagle Meadows Subdivision, located in the City of Farmersville. It evaluated if sufficient water supply is available to meet the demands of the new subdivision, and if the project would substantially decrease groundwater supplies or interfere substantially with groundwater recharge. Both dry and wet years were analyzed to conclude that the City has sufficient capacity to supply the subdivision.
Jason Watts, PE
Project Engineer
_________________________
Registrations & Certifications
Professional Engineer
California - No. C85594
Information
Education
B.S. - Civil Engineering
CSU Fresno
Fresno, CA
Work 10 Years Experience
Phone +1 (559) 802-3052
Email [email protected]
Areas of Expertise
Project Management
Commercial Site Design
Subdivision Design
Street & Transportation Design
Utility Coordination
Street Saver
AutoCAD Civil 3D
Pavement Analysis
Employment History
09/21-Present
4Creeks, Inc. - Visalia, CA
Design Engineer / QA/QC
06/22-Present
08/18-09/21
City of Dinuba - Dinuba, CA
City Engineer
04/12-09/21
Yamabe & Horn Engineering, Inc. -
Fresno, CA
Civil Engineer / Project Manager
09/17-09/18
City of Kerman - Kerman, CA
Assistant City Engineer
City of Dinuba City Engineer - Dinuba, CA
Contract City Engineer
Mr. Watts has served as contract City Engineer for the City of Dinuba for over 4 years.
His responsibilities include project management and design of several municipal projects for the City. He is responsible for coordinating with the City Manager and Public Works Director on infrastructure issues involving streets, water, sewer, and storm drain.
He works closely with both in preparing the City's Capital Improvement Program. His responsibilities also include plan check services, construction administration, assessment district engineering, and grant writing and administration, as well as maintaining relationships with City staff, City Council, Tulare County Association of Governments, Caltrans, and residents.
North Dinuba Infrastructure Improvements - Dinuba, CA
City Engineer / Project Manager & Engineer / Utility Coordinator / Construction Manager This CDBG-funded improvements project consisted of the construction of a "pocket park" and a full roadway rehabilitation located adjacent to a small subdivision annexed into city limits that previously had no sewer facilities, storm drain infrastructure, curb, gutter, sidewalk, or street lighting. The project also installed storm drain chambers underneath the "pocket park", as well as master-planned storm drain facilities along Alta Avenue (Road 80). Jason's responsibilities included funding administration, design, PS&E preparation, right of way coordination and acquisition process, construction management, and inspection oversight.
Kern Street Storm Drain Improvements Project - Dinuba, CA City Engineer / Project Manager & Engineer / Utility Coordinator / Construction Manager Mr. Watts served as the City Engineer, Project Manager, Project Engineer, Railroad Coordinator (with SJVRR & UPRR), Utility Coordinator, and Construction Manager for a CDBG-funded downtown improvements project. The project installed master-planned storm drain facilities in a downtown that experienced flooding for decades. Concrete curb and gutter were constructed where they did not previously exist and a stampedconcrete intersection was reconstructed. Jason's responsibilities included funding administration, design, PS&E preparation, right of way coordination, construction management, and inspection oversight.
Police Parking Lot Expansion Project - Dinuba, CA
City Engineer / Project Manager & Engineer / Utility Coordinator / Construction Manager Mr. Watts served as a City Engineer, Project Manager, Project Engineer, Utility Coordinator, and Construction Manager for a parking lot expansion project at the Dinuba Police Department. The project scope consisted of concrete improvements, smart lighting, security fencing, an automatic gate for emergency vehicles, landscape and irrigation, and pavement rehabilitation of the existing parking lot. Jason's responsibilities included working closely with the Police Department, design, PS&E preparation, construction management, and inspection oversight.
Alta Avenue & Nebraska Avenue Roundabout Project - Dinuba, CA City Engineer / Project Manager & Engineer / Utility Coordinator Mr. Watts served as the City Engineer, Project Manager, Project Engineer, and Utility Coordinator for the federally-funded CMAQ roundabout project. Jason's responsibilities consisted of funding administration, preparation/coordination of environmental documents, right of way oversight/coordination, design, and PS&E preparation. The project scope consisted of master-planned storm drain facilities, sewer and water infrastructure, concrete infrastructure, landscape and irrigation, and street lighting.
College Avenue Railroad Crossing Improvements Project - Dinuba, CA City Engineer / Project Manager & Engineer / Utility Coordinator / Construction Manager Mr. Watts served as the City Engineer, Project Manager, Project Engineer, Utility Coordinator, and Construction Manager for a Section 130 state-funded railroad crossing improvements project. His responsibilities included railroad coordination, funding administration, design, and PS&E preparation. The project scope consisted of a concrete railroad crossing, curb, gutter, ADA-compliant ramps, street lighting, railroad crossing arms, high-visibility crosswalks, and landscape and irrigation.
Residential (SFR)
Residential (MF)
Entitlement
Processing Time
5 Months
Required Entitlements
General Plan Amendment
Zone Change
Specific Plan Amendment
Tentative Subdivision Map
Environmental Document
Processed
Initial Study/Mitigated
Negative Declaration
Contact
Rob Hunt
Position
City of Tulare
Community Development
Director
Address
2022 Lacovetti Court
Tulare, CA
Phone
(559) 685-4312
Vista Terraza Residential Subdivision
4-Creeks Role (City Planner): Provide full entitlement review and processing of a 47 small lot single family residential community located within a Specific Plan Area in Tulare, Ca. Worked closely with internal departments, commenting external agencies, and applicant to ensure consistency with the City ordinances. 4-Creeks provided on-going communications with all parties involved in the project to stay on schedule for Planning Commission and City Council public hearings. The project received final approval from City Council within 5 months of all applications deemed complete with the City.
Other Residential Projects Processed by 4-Creeks (years 2015-2019):
• Quail Creek Residential – 89 lot single family residential project (5,000 sf lots) required Tentative Subdivision Map, Conditional Use Permit, and Initial Study/Mitigated Negative Declaration.
• Hillman Apartments – 168 unit multi-family project required Design Review and Initial Study/Mitigated Negative Declaration.
• Oak Wood Apartments – 32 unit multi-family project required Design Review and Initial Study/Mitigated Negative Declaration.
• Housing Authority Tulare County (HATC) – Multi-family affordable housing project.
General plan amendment, zone change, mitigation negative declaration. • Oak Tree Estates – Mixed residential use project with 68 units. Tentative subdivision map, conditional use permits, design review, mitigated negative declaration. • Oxbow Investments - Tentative Subdivision Map – TSM entitlement project including initial study.
• Geographic Information Systems (GIS ) Website Updates - Various GIS mapping updates for the City of Tulare.
Commercial
Industrial
Entitlement
Processing Time
5 Months
Required Entitlements
Design Review
Lot Line Adjustment
Environmental
Documents Processed
Categorical Exemption
with supporting
documentation (15332:
Infill Development)
Contact
Rob Hunt
Position
City of Tulare
Community Development
Director
Address
1398 E Prosperity Ave,
Tulare, CA
Phone
(559) 685-4312
Educational Employees Credit Union (EECU)
4-Creeks Role (City Planner): Provide full entitlement review and processing of a 4,552 sq. ft. bank building, ATM kiosk, and parking lot within a Master Planned Commercial Center in Tulare, Ca.
Worked closely with internal departments, commenting external agencies, and applicant to ensure consistency with the City ordinances. 4-Creeks provided on-going communications with all parties involved in the project to stay on schedule for Planning Commission public hearings.
The project received final approval from Planning Commission within 5 months of all applications deemed complete with the City of Tulare.
Other Commercial and Industrial Projects Processed by 4-Creeks (years 2014-2018):
• Serrano’s Retail Shops – 16,000 sq. ft. of retail commercial shops and 10,600 sq. ft. warehouse required Design Review, Conditional Use Permit, and Initial Study/Mitigated Negative Declaration.
• Indian River Truck Wash Facility – 15,000 sq. ft. building consisting of food-grade truck wash bays and maintenance shop required Design Review and Initial Study/Mitigated Negative Declaration.
• Blaze Pizza – Building expansion and ABC license for commercial pizza business required a Conditional Use Permit and was determined exempt from CEQA. • ATT Cellular (Monopine) Tower – 75’ Cellular tower and associated equipment project required a Conditional Use Permit and determined to be exempt from CEQA. • Downtown Suarez Building – 2,880 sq. ft. commercial infill project required a Design Review and was exempt from CEQA.
• W. Bros Dairy Sales – 4,850 sq. ft. light industrial building and sales yard for dairy supplies required a Design Review and Initial Study/Negative Declaration. • Kraft-Heinz Foods Solar Farm – 13.9 MW single axis photovoltaic (PV) system on 65 acres.
Conditional use permits and mitigated negative declaration.
Photo courtesy of wchomes.com.
Project Dates
2018-2021
4Creeks Role
Planning Consultants
Contact
Teresa Gallavan
Position
City Manager
City of Selma
Address
1710 Tucker Street
Selma, CA 93662
City of Selma - Contract Planning
4Creeks has worked with the City of Selma on a wide range of planning services. Our main priorities are to process residential, commercial and industrial projects through Project Review Committee, Site Plan Review and other various land entitlements required by applicants. 4Creeks provided project review, CEQA documentation support, staff reports, and Planning Commission/City Council presentations for all projects.
Other Services Assisting With:
• Housing Element Compliance
• Zoning Ordinance Updates
• Long range planning requests
Photo courtesy of wchomes.com.
Residential
Entitlement
Processing Time
5 Months
Required Entitlements
Tentative Subdivision Map
Environmental Documents
Processed
Initial Study/MND
Contact
Eric Gibbons
Position
Director of Forward Planning
at Wathen Castanos Homes
Phone
(559) 432-8181 ext. 162
4Creeks Project Manager
Mr. David Duda, AICP
[email protected]
Initial Study/Mitigated Negative Declaration
(IS/MND) Westerra Subdivision Tracts
Services provided:
• Evaluation of existing conditions and environmental impacts • Preparation of Initial Study/Mitigated Negative Declaration • Traffic Impact Analysis
• Air Quality and GHG review
• Coordination with biological subconsultant
• Cultural Resources Records Search
The 4Creeks planning team was selected to prepare an Initial Study and Mitigated Negative Declaration for a 318 single-family housing development project in the City of Fresno. This proposed project consists of the construction of 318 single-family residential lots on a 48.63 net acre portion of the property.
4Creeks coordinated with a biological resources consultant to conduct a survey of the project site and identify mitigation measures to prevent impacts to biological resources. Mitigation measures for biological resources included avoidance, preconstruction surveys, and revegetation of disturbed areas. Additionally, the planning team had to work with local traffic engineers to create mitigation measures for additional streets that were created for the housing development. 4Creeks also conducted a Cultural Resources Records research. The records search identified one cultural resource within the project area and one existing offsite. 4-Creeks proposed four cultural resources mitigation measures, including a preconstruction survey and cultural sensitivity training for construction workers to ensure impacts to cultural resources would remain less than significant.
REFERENCES
City of Exeter
Adam Ennis
City Manager
[email protected]
(559) 592-9244
Services Provided:
• Contract Planning Services since 1985
• 2030 General Plan and Environmental Impact Report
• Southwest Exeter Specific Plan
• Downtown Revitalization Plan
• Open Space/Conservation Element
• Housing Elements, 2015, 2009, 2004, 1992
• Wastewater Treatment Plan Environmental Impact Report Length of Time Services Provided: 39+ Years
City of Farmersville
Steven Huntley
Interim City Manager
[email protected]
(559) 747-0458
Services Provided:
• Contract Planning Services
• 2025 General Plan & Environmental Impact Report
• Comprehensive Zoning Ordinance Update
• Downtown Specific Plan
• Design Guidelines
• Waterway/Trails Master Plan
• Environmental Planning Compliance (CEQA/NEPA)
• City Planning Coordination
• Active Transportation Planning
• Urban Development Boundary Update & Environmental Impact Report
• Housing Elements, 2015, 2009, 2004, 1992
Length of Time Services Provided: 25 Years
City of Sanger
David Brletic
Community Development Director
[email protected]
(559) 876-6300
Services Provided:
• Zoning Ordinance Updates
• Downtown Parking Study
• Current Planning & On-Call Planning Consultant
• Contract Planning Services
• 2035 General Plan & Environmental Impact Report
• North Academy Master Plan
• Community Design Guidelines
• Sign Ordinance Update
• Planning Fee Update
Planning Public Agency Clients
City of Arvin
City of Avenal
City of Dinuba
City of Exeter
City of Farmersville
City of Firebaugh
City of Fresno
City of Huron
City of Kerman
City of McFarland
City of Orange Cove
City of Porterville
City of Reedley
City of San Joaquin
City of Sanger
City of Selma
City of Tulare
City of Woodlake
Madera County
Tulare County
Tuolumne County
Fresno Council of Governments
Tulare County Association of Governments
Laguna Irrigation District
Lower Tule River Irrigation District
Pixley Irrigation District
City of Dinuba
George Avila
Public Works Director
[email protected]
(559) 591-5924
Services Provided:
• Contract Planning
• Comprehensive Zoning Ordinance Update
• New Sign Ordinance
• Residential Design Guidelines
• Informational Zoning Brochures
• Environmental Planning Compliance (CEQA/NEPA)
• Active Transportation Planning
Length of Time Services Provided: 6+ Years
G. Other Information Requested
OTHER INFORMATION REQUESTED
Litigation
4Creeks has no litigation, mediation, or arbitration, regarding the performance of any services similar to the Services, in which the Company has been involved in the past five (5) years.
Claims
4Creeks has no claims or disciplinary action taken against 4Creeks or any of our key personnel within the past five (5) years.
Conflict of Interest
4Creeks has no past or current business or personal relationships with any current City elected official, appointed official, City employee, or family member of any current City elected official, appointed official, or City employee.
Bankruptcy
4Creeks has not filed for bankruptcy under any business name over the past five (5) years.
Additional Submittal Documents
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4/23/2024
License # 0E02096
6582 (559) 648-2120
25682
4 Creeks, Inc.
324 S. Santa Fe St. Suite A
Visalia, CA 93292
25674
35076
31127
A 1,000,000
X 6805J7520842347 10/1/2023 10/1/2024 1,000,000
5,000
1,000,000
2,000,000
2,000,000
X Per Project Agg - $2M Per Loc Agg 2,000,000
B 1,000,000
X BA8R1022502347 10/1/2023 10/1/2024
B 6,000,000
CUP0K7605382347 10/1/2023 10/1/2024 6,000,000
0 C
933983623 6/1/2023 6/1/2024 1,000,000
1,000,000
1,000,000
D Professional Liab CZB7039865315 7/15/2023 Each Claim 3,000,000 D Professional Liab CZB7039865315 7/15/2023 10/1/2024 Aggregate 3,000,000 Professional Liability Deductible: $25,000 Per claim. Retroactive date 05/28/2008 RE: City of Chowchilla - On Call Planning Services for discretionary land use projects The City of Chowchilla, its Officers, Officials, Employees and Volunteers are included as Additional Insured's with respect to General Liability and Automobile Liability as respects operations and activities of, or on behalf of the named insured, performed under contract with the City of Chowchilla per attached CGD381 0915 and CAT353 0215. Coverage is primary per attached CGD381 and CA0001 1013.
City of Chowchilla
130 S. Second Street
Chowchilla, CA 93610
4CREINC-01 DBLILER
DiBuduo & DeFendis Insurance Brokers, LLC
6873 N. West Ave, Ste 101
Fresno, CA 93711
Cheryl Harler
[email protected]
Travelers Indemnity Company of Connecticut
Travelers Property Casualty Company of America
State Compensation Insurance Fund
Columbia Casualty Company
X
10/1/2024
X
X
X X
X
X X
X
X
X
S o u r c e : g o o g l e i m a g e s
Prepared for
City of Chowchilla
Prepared by
May 3, 2024
REQUEST FOR PROPOSAL
ON-CALL PLANNING SERVICES FOR
CITY OF CHOWCHILLA COMMUNITY & ECONOMIC
DEVELOPMENT DEPARTMENT
RFP #2024-RFP-027
TABLE OF CONTENTS
On-Call Planning Services for City of Chowchilla
A. COVER LETTER ........................................................................ 1 B. BRIEF COMPANY PROFILE ......................................................... 2 C. ORGANIZATION & STAFFING ..................................................... 4 D. DESCRIPTION & APPROACH ...................................................... 6 E. COST PROPOSAL ...................................................................... 10 F. RESUME, RELEVANT PROJECTS/SERVICES WTIH REFERENCE ........... 11 G. OTHER INFORMATION REQUESTED ............................................ 19 i
City of Chowchilla, Community and Economic Development Department 130 South Second Street, Chowchilla, CA 93610
ATTN: Mark Hamilton
[email protected]
(559) 665-8615 Ext: 400
RE: Request For Proposal #2024-RFP-027: On-Call Planning Services for City of Chowchilla Community & Economic Development Department
A. COVER LETTER
Dear Mark Hamilton:
Precision Civil Engineering, Inc. (PCE) is pleased to submit our proposal to the City of Chowchilla in response to the Request for Proposal (RFP) (#2024-RFP-027) for on-call planning services for City of Chowchilla Community & Economic Development Department. PCE is interested in supporting City staff with current planning services such as reviewing applications and entitlements, drafting staff reports, resolutions, ordinances, conditions of approval, overseeing and/or reviewing zoning changes, conducting technical analysis reports, amending codes and standards, drafting and reviewing environmental documents, attending public hearings and meeting, and managing multiple planning projects.
PCE is a California corporation and a state-certified small business located in downtown Fresno, CA. PCE offers a full range of development consulting services, including Civil Engineering, Land Surveying, Landscape Architecture, Construction Management, and Environmental and Land Use Planning. The PCE Project Team has extensive experience in providing on-call planning services for projects throughout California. PCE’s Project Team brings:
Recent Similar Project Experience | PCE's Project Team has extensive experience working with public sector clients, including environmental planning and on-call planning services for the City of Atwater, City of Clovis, City of Hanford, City of Kerman, City of Dunsmuir, and the City of Modesto.
Management and Coordination | PCE's key to successful project management is responding to clients' requests and smooth communication to ensure that projects are prioritized and delivered as needed.
Strong Project Team | PCE's Project Team is composed of individuals who bring experience on similar projects throughout California. PCE's Vice President of Planning and Senior Project Manager, Bonique Emerson, MAUP, AICP will serve as the Project Manager and lead contact for communications. Our assembled team for this project consists of our Planning Division, including Jenna Chilingerian, MCRP, AICP (Senior Planner), Tom Navarro (Senior Planner), Shin Tu, MUP, AICP (Associate Planner), and Isaiah Medina (Assistant Planner).
On behalf of the PCE team, I would like to thank you for considering our firm to provide these services.
PCE acknowledges the published Addenda #1 and #2 as of the date of submission. We greatly look forward to the opportunity to work together.
Edward D. Dunkel, Jr.
President & CEO, Precision Civil Engineering
Office: 1234 O Street, Fresno, CA 93721
Tel: (559) 449-4500 | Fax: (559) 449-4515
Email: [email protected]
Project Manager (Main Contact)
Bonique Emerson, MAUP, AICP
VP of Planning Division | Senior Project Manager
Office: 1234 O Street, Fresno, CA 93721
Tel: (559) 449-4500 | Fax: (559) 449-4515
Email: [email protected]
1 B. BRIEF COMPANY PROFILE
Precision Civil Engineering’s Firm Profile
Started in 2002, Precision Civil Engineering, Inc. (PCE) is an established, full-service firm with experience providing comprehensive and sustainable solutions for a wide range of complex projects throughout California. Our roots are firmly established by fifth-generation California resident and company CEO & President, Ed Dunkel, Jr. whose family has provided engineering services throughout the state for more than 57 years. Today, our firm employs over 50 full-time staff members with offices in Fresno, Merced, and Visalia. Our divisions include:
Civil
Engineering
Land
Surveying
Planning
Construction
Management
Landscape
Architecture
Project
Management
Environmental
Services
Traffic
Engineering
2 Office Locations
1234 O Street, Fresno, CA 93721 (main)
2807A G Street, Merced, CA 95340
3000 W. Main Street ,Visalia, CA 93291
Website
www.precisioneng.net
Firm Size
50 Total Staff Members
Firm Representative
Edward Dunkel, Jr. CEO & President
p. (559) 449-4500 f. (559) 449-4515
e. [email protected]
ABOUT PCE
Firm Legal Identity
PCE is a California corporation and a statecertified small business located in Fresno, CA that has been in business for 20 years.
Who We Are | PCE is a California corporation
and is organized by divisions which are each
headed by licensed division managers, with
daily operations overseen by the company
president, Mr. Edward Dunkel, Jr. PCE
approaches every project with the philosophy
that we are more than just an engineering firm;
we are your advocate, every step of the way.
From a project’s inception to completion, PCE
remains attentive to our client's needs and
responds immediately to calls for service.
Schedules are developed then monitored
weekly by managers and supervisors.
Preparation of our technical studies are
modeled to minimize cost without
compromising competent solutions or legally
required technical analysis. To ensure quality
control, reports are subjected to a
comprehensive in-house review process.
Bonique Emerson, AICP, VP of Planning Division
will serve as Project Manager and has the
primary responsibility for developing this
proposal and to whom correspondence and
other communications should be directed.
"WE ARE DEDICATED TO USING CUTTING EDGE,
STATE-OF-THE-ART TECHNOLOGY IN ORDER TO
PROVIDE INNOVATIVE AND AFFORDABLE
SOLUTIONS FOR OUR CLIENTS."
CAPABILITY TO PERFORM SERVICES
GENERAL QUALIFICATION
WHAT SETS US APART
We are uniquely qualified to serve the City of Chowchilla based on our experience working on planning projects in both the private and public sectors in both large and small communities throughout California.
Our staff understands the dynamics of local government planning and responds quickly to needs. We also have the staff capacity to serve the City's needs. Our firm's approach to addressing varying staff requirements in alignment with the City's evolving needs and policies is characterized by a combination of strategic planning, dynamic capability, and a flexible organizational structure.
What makes us different than other firms is that most of our staff has experience working in both the private and public sectors, which makes us aware of the issues and constraints of working in the public sector, but also of the timelines, budgets and needs of the private sector. We also have a staff person that has managed a Planning Division for a large City and thus we understand all of the complexity of municipal planning. We have a strong understanding of the planning process including how to implement complex development codes and general plans at the project level. Our experience working directly on entitlements and supervising the process puts us a step ahead of most firms.
CURRENT PLANNING SERVICES | PCE staff has experience processing various types of planning entitlement applications from zone clearances to plan amendments and tract maps for large-scale development projects. We have a strong understanding of the planning process including understanding how to implement complex development codes and general plans at the project level. We will follow the protocols outlined by your governing agency to make sure projects are processed consistently and accurately. However, if there is no established procedure for a project type or process, we have the experience and expertise to be able to write up a procedure. We can see a project through completion, including presenting at Planning Commission and City Council if needed. Our experience working directly on entitlements and supervising the process puts us a step ahead of most firms. Our services include:
Site Plan Reviews
Tentative Tract Maps and Subdivisions
Variance applications
Staff Reports, Resolutions, and Ordinances
Conditional Use Permits
Ordinances and Resolutions
Plan Amendments
Municipal Service Review (MSR)
Rezone applications
Area Plan and Specific Plans
Annexations and Pre-Zones
ADU Ordinances and Pre-approved Programs
Zoning Text Amendments
Housing Element Implementation
Building Permit Review
PCE has experience managing various types of private and public sector projects. Our Planning team works with many small and mid-sized communities to help with standardizing documents and processes and creating new programs to help address current needs. PCE's experience in processing various types of planning entitlement applications from zone clearances to plan amendments and tract maps for largescale development projects aids the understanding of how long-range plans are implemented by private developers. We also have a strong understanding of the planning process including understanding how to implement complex development codes and general plans at the project level. Due to this experience, our firm is intimately aware of the challenges and requirements of governmental processes while also being aware of constraints that are often caused by overly burdensome regulations. We bring a unique perspective of understanding municipal and state requirements while providing the efficiency, timeliness, and cost-effectiveness of the private sector.
3 C. ORGANIZATION AND STAFFING
4 Organizational Chart and Responsibilities of Project Team Our Project Team has the experience and skills needed to provide necessary services for the City. Our Team includes four (4) project staff. The chart below identifies the assigned responsibilities and areas of expertise of each team member.
Bonique Emerson
Project Management & Oversight
PCE Project Manager
Project Manager
Project Assignment
City of Chowhilla
Senior Planner
Jenna Chilingerian: Application Review/Permitting, COA, Plan Check, Staff Reports, Draft Notices, Scheduling, CEQA Peer Review, Attend public hearings and meetings
Tom Navarro: Application Review/Permitting, Due Diligence, Staff Reports, Ordinance/Resolution, Attend public hearings and meetings Associate/Assistant Planner
Shin Tu: Due Diligence, Plan Check, Project Review/Permitting Isaiah Medina: Draft Notices, Due Diligence, Staff Support
PROJECT TEAM MEMBER QUALIFICATIONS
The following provides the name, title, project roles, short profile, and certifications of the team members assigned to this project. Detailed resumes are provided in Section F.
Bonique Emerson, MAUP, AICP has over 20 years of experience as a Planner and Project Manager, spending a majority of those years with the City of Fresno Current Planning Division. While at the City of Fresno, Mrs. Emerson worked her way from a Planner I to the Current Planning Division Manager.
Through these roles, she processed hundreds of entitlement applications, implemented the General Plan and Development Code at the project level, and played a key role in coordination among the public agency, developers, and residents. At Precision Civil Engineering, Mrs. Emerson leverages her extensive planning knowledge to manage both public and private sector projects in various communities.
Qualification: AICP #026051 (12 years)
Area of Expertise: Environmental Planning Services, Policies, Procedures, and Processes, Processing Entitlement Applications
BONIQUE EMERSON,
MAUP, AICP
VP of Planning Division /
Senior Project Manager
Project Role:
Project Manager/
Planner
Jenna brings more than 10 years of experience in planning, community and economic development, and program management in the nonprofit, public, and private sectors. At PCE, Jenna provides CEQA services for public and private sector projects, on-call planning and environmental services for local agencies, and development and entitlement services for private sector clients.
Jenna is an active AEP and APA member, participating in webinars and workshops to remain up to date on current environmental legislation, procedures, and best practices. She received her Masters of Community and Regional Planning from the University of Oregon and holds a bachelor’s degree in Political Science from UCLA.
Qualification: AICP #34152 (1.5 years)
Area of Expertise: CEQA/NEPA Process and Compliance, Project-level Land Use Planning/Permitting
JENNA CHILINGERIAN,
MCRP, AICP
Senior Associate Planner
Project Role:
Project Coordinator/
Planner
Shin brings over 4 years of experience in site planning, data analysis, environmental planning, and digital communications. Shin has experience working in the public, private, and academic sectors. At PCE, Shin provides services to both public and private sector clients, including performing due diligence, planning entitlements, on-call planning, CEQA document drafting and analysis, GIS database management and mapping, fiscal analysis, data visualization, and branding/graphic design.
Qualifications: AICP #370186 (0.5 year)
Area of Expertise: Environmental Analysis and Planning, Research, Data Collection, Spatial Analysis
Tom brings more than 25 years of experience in planning, community and economic development, and project management to our team. Tom has worked as a Planner in both City and County governments, as well as at private consulting firms. He has experience in municipal planning throughout the state of California and has worked on a diverse portfolio of urban planning projects including Housing Elements, General Plan updates, Zoning Code text amendments, annexations, General Plan amendments, rezones, tentative tract maps, use permits, and site plan reviews. Through private and public sector planning roles he has developed extensive experience in writing zoning codes, processing entitlement applications, and managing large scale projects.
Area of Expertise: Municipal Planning, Land Development, Planning Entitlement Processing, Economic Development
Isaiah brings experience in environmental and land planning to our team.
Isaiah has experience in compiling research and analyzed data to create visualized data sets such as maps, tables, and graphs. He also has experience with projects dealing with pre-applications, annexations, tentative parcel maps, tentative tract maps, rezoning, planned development, general plan amendments, and Williamson act contract cancellation processes. Isaiah also is experienced in ensuring projects comply with CEQA, development codes, and ordinances. He holds a Bachelor of Science in Environmental Policy Analysis and Planning from the University of California, Davis.
Area of Expertise: Environmental and Land Use Planning, Planning Entitlement Processes, Data Analysis
SHIN TU, MUP, AICP
Associate Planner
Project Role:
Planner
TOM NAVARRO
Senior Planner
Project Role:
Planner
ISAIAH MEDINA
Assistant Planner
Project Role:
Planner
5 D. DESCRIPTION AND APPROACH
Services Provided and Project Management Approach
This section describes the general tasks and deliverables that would be provided for on-call planning services. PCE will provide a strong emphasis on the management of multiple projects and competing priorities while maintaining quality, meeting schedules, and staying within budget.
PCE understands that the City of Chowchilla is seeking assistance from qualified Planning firms to provide on-call current planning services to support the City’s Community & Economic Development Department to provide timely responses to planning inquiries and application submittals. PCE also understands that the City desires a firm with a range of expertise and experience because experience level is dependent on project type and project types will vary. PCE also understands that on-call services will include answering phone calls and emails, providing zoning and land use information to developers, and processing various types of planning applications (both ministerial and discretionary). We understand that processing applications will include preparing all necessary documentation for such applications and being available to present at public hearings.
PCE has staff ranging from entry-level to Senior Planners. PCE’s Division Manager has experience managing a Current Planning Division in a city of over half a million and thus has the experience needed to delegate and respond to emails and inquiries as needed.
APPROACH TO PROCESSING PLANNING/DEVELOPMENT APPLICATIONS PCE staff has experience processing various types of planning entitlement applications from zone clearances to plan amendments and tract maps for large-scale development projects. PCE has a strong understanding of the planning process including understanding how to implement complex development codes and general plans at the project level. PCE will follow the protocols outlined by the agency to make sure projects are processed consistently and accurately. Our experience working directly on entitlements and supervising the process puts us a step ahead of most firms.
PCE’s approach to processing planning applications is grounded in our perspective that project management is ultimately about managing expectations through project mobilization, delivery, and closeout, always keeping the end user(s) in mind. With that in mind, every project will be approached as follows:
Task 1. Reconnaissance/Background Research: PCE will review the City’s planning application submittal requirements and development review processes in addition to the zoning code, land use plans, and other relevant regulations.
Task 2. Coordination Meeting: PCE will facilitate a coordination meeting with City staff to ensure that we have a clear understanding of the City's processes and procedures for reviewing and managing development applications and ensure we are utilizing all standard and current forms and documents when processing applications. The end goal is to make sure work products are consistent with those produced internally.
Task 3. Project Review: After having a clear understanding of the process, when PCE is assigned an individual development project, we will devise a simple implementation strategy that includes a project understanding, key dates, and deliverables.
6 PCE will complete the following tasks on each individual project. Our timelines will be dependent on the individual project but will range from 3-16 weeks :
Task a: Outline Project Requirements (i.e., deliverables, key deadlines, budget, etc.).
Task b: Assess the capability (e.g. skill levels, experience) and capacity (e.g. resources) of the PCE project team. PCE will assign project accordingly.
Task c: Confirm deliverables and key dates with City.
Task d: Route Project and Coordinate Project comments from other departments and agencies.
Task e: Review Project in accordance with City standards (design review, site plan review, zoning ordinance compliance, general plan compliance, etc.). Conduct site visit if needed.
Task f: Coordinate CEQA document and required technical studies with consultant or prepare the document in-house.
Task g: Revise documents as needed based on staff review and input.
Task h: Prepare staff reports, resolutions, presentations, and attend public hearings, as needed.
APPROACH TO GENERAL INQUIRIES
Our approach to responding to general inquiries is to have either our Division Manager or most Senior Planner review the inquiry and delegate or respond to the inquiry, depending on the level of expertise needed. PCE will swiftly respond to phone calls and emails.
Timeline: PCE will respond to simple inquiries within 24 hours (excluding weekends) of receiving call or email. For more complex inquiries, PCE will provide an initial response within 24 hours indicating that the inquiry has been received and that a response will be provided within 5 business days. 7 PROJECT MANAGEMENT
PCE understands all aspects of processing and managing development projects, having processed hundreds of development applications, and understands that as part of processing these applications, we may also be required to manage the whole project from start to finish. We understand that managing these projects would include the following tasks:
Coordinating work with project applicant, architect, traffic and environmental consultants, or any sub-consultants;
Conducting Completeness Review: Reviewing and verifying all application documents and ensuring information is accurate and prepared in accordance with generally accepted industry standards; Review proposed project to verify conformance with all applicable City codes, the general plan, and CEQA requirements;
Complete a thorough analysis of all environmental, traffic or city requested studies and analysis to determine the appropriate level of CEQA review and document is complete; Communicate with applicant’s consultants to ensure all documents and filings are completed in a timely manner;
Perform all lead agency duties;
Maintain records of communications and documents;
Prepare public notices, staff reports, resolutions, ordinances and related exhibits in conformance with City requirements for Planning & Preservation Commission and City Council hearings; Present, attend, respond to project related questions at all required Planning & Preservation Commission meetings, City Council meetings or any other meetings requested by the Director or their designee;
Maintain clear, accurate and organized project files in accordance with City policy; Attend community meetings; and
Communicate with other city departments and divisions in collecting comments, corrections, and conditions of approval. We understand that the method and frequency of communication between the consulting project manager and the City shall be determined based on the specific development project.
8 Project Management is a central and critical component of PCE's approach to completing the project on time and within budget. Our approach to projects is grounded in principles of flexibility, transparency, and accountability. We operate from a structured yet flexible framework wherein our team builds a work program that incorporates the needs of the city and stakeholders while subsequently allowing for quick adjustments and adaptability when needed. PCE's Project Manager, Mrs. Emerson will work closely with the City of Chowchilla's Project Manager. PCE's approach, tools, and procedures for successful project management are outlined as follows. To ensure that projects will continue to move forward in an efficient and timely manner, for each individual project, PCE will:
Host Kick-Off Meeting with the City team.
Establish File Setup, Communications, and Management Systems (e.g. teleconference or web-based meeting applications, Drop Box, One Drive, etc.).
Update Work Program and Schedule as needed.
Establish a re-occurring meeting schedule (e.g. bi-weekly, monthly).
Provide monthly progress/status reports and invoices.
PROJECT MANAGEMENT TOOLS
PROJECT MANAGEMENT APPROACH
Consistent email subject lines.
Standardized document formats, templates, and style guides.
Agendas and minutes as needed.
Understanding unique scope. PCE understands that individual projects need to include different approaches, processes, and technical studies. Though PCE has extensive experience in our provided services, we understand the importance to include the city's and specific site conditions to plan for a tailored and feasible work scope to ensure that each project is carried out as needed. PCE will provide the City with an Approach Memo and have lively discussions to ensure that the direction we take is based on clear City input and direction informed by PCE's research and recommendations, depending on the type of project.
Establishing effective communication throughout the project. PCE believes that one of the most critical issues for a project is effective communication with clients. PCE will establish regular working meetings with the City of Chowchilla for progress updates, detailed responsibility breakdowns, and discussion on possible concerns. PCE will also communicate with State or other entities to ensure there is a unified understanding among all parties.
Ensure quality and ability to meet deadlines. PCE has established a vigorous and extensive quality control program that is structured to ensure project timelines and budgets are met, as follows:
Documents, notices, and maps are reviewed to ensure that they are neat in appearance, well organized, and technically and grammatically correct prior to submission.
Public/City comments are reviewed prior to revisions being made and fully addressed.
A Senior Planner level or higher will review all documents before sending to the City for review.
PROJECT MANAGEMENT APPROACH
9 Hourly rates for all positions and classifications of key personnel that may be involved are provided below for Precision Civil Engineering staff as identified in this RF. PCE will bill for services rendered at the beginning of each month. For larger projects, PCE will provide the City with a not to exceed amount with a proposed scope prior to initiating a project. For small projects and tasks, PCE will bill the hourly rates noted below.
BILLING METHOD
PCE will provide invoices for the City each month. The invoices will include hours and tasks that identify work progress and the stage of the project is currently under. See below example invoice:
Planning Manager ...................................................................................................................
Senior Planner ........................................................................................................................
Senior Associate Planner .......................................................................................................
Assistant Planner/Associate Planner ......................................................................................
Position
$215
$160
$130
$120
Hourly Rate
NOTES
Direct, Indirect, and Transportation Fees: Travel costs are based on direct reimbursements for mileage, and door-to-door travel time. Per diem is charged at the government rate for the region. Equipment (GPS, sampling equipment, etc.) rates are based on full- and half-day rates.
Overhead: Overhead is included in labor rates, otherwise, only direct costs are charged. No markups are charged on expenses.
E. COST PROPOSAL
Hourly Rates and Billing Method
F. RESUME, RELEVANT PROJECTS/SERVICES WITH REFERENCES
Relevant Services with References
The following provides descriptions and references of past projects in the last three (3) years that PCE's Planning Division worked on. We are uniquely qualified to serve the City of Chowchilla based on our experience working on planning projects in both the private and public sectors in both large and small communities throughout California. Our staff understands the dynamics of local government planning and responds quickly to needs.
City of Kerman On-Call Planning Support Staff (2021-Present) PCE provides on-call Planning staff support services to the City of Kerman Community Development Department on an as-needed basis. Completed projects include:
Application Processing and Review for Conditional Use Permits and Site Plan Review applications including the preparation of the staff reports, resolutions, and conditions of approval.
Ongoing projects include providing entitlement review and processing, preparing CEQA noticing, drafting initial studies, preparing staff reports, reporting to Planning Commission and City Council, meeting with LAFCO and County, for three residential development projects:
Whispering Falls: Annexation, Rezone/Prezone, General Plan Amendment, Tentative Subdivision Map, Conditional Use Permit, and Development Plan applications for 119 single-family lots and 56 multifamily units on a 20-acre parcel.
Crown & Schaad: Annexation, Rezone/Prezone, Ordinance Text Amendment, and Tentative Subdivision Map applications for 123 single-family lots two parcels totaling 29 acres.
Gill Orchard Estates: Annexation, Rezone/Prezone, General Plan Amendment, Tentative Parcel Map, and Tentative Subdivision Map applications for 179 single-family lots on a 39-acre parcel.
PCE is also providing entitlement review and processing, preparing staff reports, reporting to Planning Commission and City Council, meeting with LAFCO and County, and providing peer review of the environmental document (EIR) for the following residential development project:
Del Norte Estates: Annexation, Rezone/Prezone, General Plan Amendment, and Tentative Subdivision Map applications for 200 single-family lots on a 38-acre parcel.
PCE is also managing and developing three (3) housing programs for Kerman:
Management of the City's ADU Program including preparation of pre-approved ADU plans and a howto-guide for homeowners. PCE also peer-reviewed City’s ADU ordinance. (complete, see next page) Management of the City's Mixed-Use Conceptual Design Program which includes the preparation of mixed-use conceptual designs and design guidelines. (ongoing) Management of the City's Multi-Family Conceptual Design Program including preparation of an infill and site evaluation report and multi-family conceptual designs and design guidelines. (complete) Cost and Time Control: All projects/tasks are currently on time and within budget.
Relevance: This experience is relevant to the services requested by the City of Chowchilla because it demonstrates PCE‘s proficiency in handling entitlement processes, maintaining schedule/timeline, coordinating City staff, applicant, and sub-consultants, managing LAFCo applications, and managing City programs.
Reference: Jesus R. Orozco, Community Development Department Director | [email protected] | (559) 846-9386.
11 City of Atwater On-Call Planning Support Staff (2020- Present) Since 2020, PCE has been offering comprehensive on-call planning services to the City of Atwater. These services encompass the preparation of CEQA documents, from Categorical Exemptions to Initial Studies, and include the drafting of public notices. Additionally, PCE handles the processing and review of Conditional Use Permit Applications, and assists in the creation of staff reports for the City. Beyond these services, PCE also provides in-person staff augmentation, supporting the City of Atwater's planning needs directly. In this role, PCE acts on behalf of the City in pre-application meetings with developers and applicants, processing and reviewing planning entitlements, and creating applicable procedures and standardized approval documents. At the end of 2023, PCE signed another on-call contract for on-call planning services for the City of Atwater. PCE is currently providing in-person staff at a minimum of 8 hours per week under this contract.
Relevance: This experience is relevant to the services requested by the City of Chowchilla because it demonstrates PCE‘s proficiency in handling entitlement processes and providing direct city support, all while managing frequent interactions and maintaining high standards of quality and service.
Reference: Greg Thompson, Community Development Director | [email protected] | 209-357- 6370
City of Yreka On-Call Planning and Environmental Consulting Services (2022-Present) PCE provides on-call planning staff support services to the City of Yreka Planning Department on an asneeded basis. Current, on-going projects include:
Preparation and submittal of California Department of Fish and Wildlife Lake and Streambed Alteration Program Routine Maintenance Agreement
Assisting with a comprehensive zoning code update to facilitate two new housing programs Assisting with general department work on an as-need basis which includes processing entitlements as well as staff training and environmental services.
Cost and Time Control: All projects/tasks are currently on time and within budget.
Relevance: This experience is relevant to the services requested by the City of Chowchilla because it demonstrates PCE‘s proficiency in handling entitlement processes and providing direct city support, all while managing frequent interactions and maintaining high standards of quality and service.
Reference: Juliana Lucchesi, Planning Director | [email protected] | (530) 841-2324 City of Hanford On-Call Planning Support Staff (2021-2022) PCE provided on-call Planning staff support services to the City of Hanford Community Development Department on an as-needed basis. Completed projects include:
Preparation of CEQA Documents for three (3) General Plan Amendment/Rezone projects, including technical analyses, public noticing, and State Clearinghouse documents.
Application Processing and Review for three (3) General Plan Amendment/Rezone projects through Public Hearing and Adoption, including preparation of staff reports, presentations, resolutions, and public noticing documents.
Application Processing and Review for two (2) Roadway Abandonments through adoption, including preparation of staff reports, presentations, resolutions, and public noticing documents.
Weekly processing of Plan Checks for single-family, accessory structures, and pools.
Relevance: This experience is relevant to the services requested by the City of Chowchilla because it demonstrates PCE‘s proficiency in handling entitlement processes and providing direct city support, all while managing frequent interactions and maintaining high standards of quality and service.
Reference: Mary Beatie, Interim Community Development Department Director | [email protected] | 559-585-2500
12 City of Clovis On-Call Planning Support Staff (2020) PCE provided on-call Planning Staff support services to the City of Clovis Planning & Development Services Department, Planning Division, on an as-needed basis to assist with during a staffing shortage. Services included planning research, entitlement processing, and drafting of staff reports in addition to performing environmental review for initial studies. Completed projects include the preparation of a Staff Report and conditions of approval for a Conditional Use Permit and an Initial Study for a Conditional Use Permit.
Relevance: This experience is relevant to the services requested by the City of Chowchilla because it demonstrates PCE‘s proficiency in handling entitlement processes and providing direct city support, all while managing frequent interactions and maintaining high standards of quality and service.
Reference: Ricky Caperton, former Deputy City Planner | [email protected] | 707-257-9604 List of Current Municipal Projects
The PCE Project Team has the following active municipal projects as part of our current workload. Based on the current workload, our team will be available to serve the City of Chowchilla.
City of Kerman On-Call Planning Services
City of Atwater On-Call Planning Services
City of Yreka On-Call Planning Services
City of Lemoore On-Call Planning Services (no projects at the moment) City of Vacaville On-Call Planning Services
City of Modesto On-Call Planning Services
City of Reedley On-Call Planning Services (no projects at the moment) City of Dunsmuir On-Call Planning Services
City of Arvin SB 2 and LEAP Implementation
City of Porterville South of Tule River Master Plan
City of San Clemente Housing Element Rezoning Program
City of Merced Tiny Homes Ordinance
City of Taft Housing Element
13 Our Project Team will provide a (multiple) Land Development Project Manager(s) who have the necessary experience and skills to manage and oversee projects, including entitlement processes, project-related amendments, municipal service reviews, LAFCo applications, etc. Potential Land Development Project Managers include PCE’s VP of Planning, Bonique Emerson, MAUP, AICP; Senior Planners, Jenna Chilingerian, MCRP, AICP, Tom Navarro; Associate Planner, Shin Tu, MUP, AICP; and Assistant Planner, Isaiah Medina. Each individual listed here has experience in managing land development projects.
Resumes are provided on the following pages.
b. Project Team Resumes
PROFILE
Project Management. Managed the building and implementation of the City of Fresno's Land Management Software System, a citywide, multi-million dollar project that modernized the way permits and entitlements were processed.
Business Analyst. Regularly analyzed organizational and procedural issues and developed solutions, including but not limited to modifying project workflows through a land management system, implementing new processing procedures, and delegating work assignments.
Implementation. Responsible for reviewing, interpreting, and analyzing new legislation and maintaining current knowledge of directives, policies, and regulations that affected the operation of the current planning division. Also responsible for implementation of the General Plan and Development Code at the project level.
Process Management. Managed (both directly and indirectly, through subordinate supervisors) all operations of a division which processes approximately 3,000 entitlement applications a year and operates a planning public front counter serving hundreds of customers weekly.
Supervisor and Trainer. Performed various supervisorial duties, including training, employee selection, evaluations, coaching, and discipline by supervising 4-5 staff directly, and managing a division of 20 staff directly and indirectly through subordinate supervisors.
VICE PRESIDENT OF PLANNING | SENIOR PROJECT MANAGER
BONIQUE EMERSON, MAUP, AICP
AREAS OF EXPERTISE
EXPERIENCE - ZONING UPDATE/TEXT AMENDMENTS
EXPERIENCE - MASTER PLANNING PROJECTS
Project Management
Processing Entitlement Applications
Environmental Planning Services (CEQA/NEPA)
Policies, Procedures, and Processes
VMT Screening and Trip Generation Analysis
Oversight and Management of Environmental Consultants
City of Arvin Multi-Family Residential Zone Districts and Objective Design Standards
City of Clayton ADU Ordinance
City of San Clemente Housing Overlay, Multi-Family Residential Zone Districts, and Objective Design Standards
City of Fresno Electric Fence municipal code text amendment (private applicant) Advice, coordination and Preparation of CEQA document related to the City of Fresno Mixed Use Text Amendment to allow by-right multi-family Preparation of various zoning text amendments related to alcohol, billboards, recycling centers, cell towers, etc.
City of Fresno Tiny Homes processing guide and submittal checklist Project Manager and Planner - Villages at Almond Grove Specific Plan | Madera, CA Mrs. Emerson was involved in the drafting sections of the Specific Plan and provided planning consultation and services, including drafting staff reports, ordinances, resolutions, annexation documents, etc.
Project Manager - Citywide Density Increase Text Amendment CEQA Environmental Review | City of Fresno, CA Mrs. Emerson managed the PCE Planning Division to prepare an IS/MND for environmental clearance for Fresno's citywide density increase text amendment. The text amendment removed the density cap in 5 mixed-use zones. During the process, Mrs. Emerson provided various approach to move the project forward and corresponded with multiple agencies and city departments to address all environmental concerns.
Bonique Emerson, MAUP, AICP has over 20 years of experience as a Planner and Project Manager, spending a majority of those years with the City of Fresno Current Planning Division. While at the City of Fresno, Mrs. Emerson worked her way from a Planner I to the Current Planning Division Manager. Through these roles, she processed hundreds of entitlement applications, implemented the General Plan and Development Code at the project level, and played a key role in coordination among the public agency, developers, and residents. At Precision Civil Engineering, Mrs. Emerson leverages her extensive planning knowledge to manage both public and private sector projects in various communities.
EXPERIENCE
Master of Arts Urban
Planning, University of
California, Los Angeles with an
emphasis in transportation
planning
Bachelor of Arts, Political
Science with minor in Public
Policy, University of California,
Los Angeles
EDUCATION
20 years (PCE: 4 years)
YEARS OF EXPERIENCE
Certified Planner through the
American Institute of Certified
Planners (AICP)
American Planning Association,
California Chapter, Central
Section (Member)
Association of Environmental
Professionals, California, Central
Chapter (Member)
Institute of Transportation
Engineers (Member)
CERTIFICATION
PROFESSIONAL ORG
Precision Civil Engineering
1234 "O" Street
Fresno, CA 93721
[email protected]
559-449-4500
CONTACT
PROFILE
Master of Community and
Regional Planning, University of
Oregon
Bachelor of Arts, Political Science
with minor in Civic Engagement,
University of California, Los
Angeles
EDUCATION
10 years (PCE: 3.5 years)
YEARS OF EXPERIENCE
Certified Planner through the
American Institute of Certified
Planners (AICP ID 34152)
American Planning Association,
California Chapter, Central
Section (Member and Director
for Membership and Public
Information)
Association of Environmental
Professionals, California, Central
Chapter (Member)
Institute of Transportation
Engineers (Member)
CERTIFICATION
PROFESSIONAL ORG
Environmental Review and Compliance. Assisted with the preparation of environmental documents for public sector and private sector clients in accordance with CEQA, including preparation of initial studies/MNDs and NDs and categorical exemptions, coordination of the environmental review process (e.g., early consultation, tribal consultation, noticing, State Clearinghouse), and oversight of technical studies and analysis. To date, have completed over 35 CEQA documents.
ADU Program Implementation and Technical Assistance. After successfully implementing Pre-Approved ADU Programs in Clayton, Kerman, Merced, and Oakley, established the San Joaquin Valley ADU Program through the San Joaquin Valley Regional Early Action Planning (REAP) Program to provide technical assistance and expertise for implementing ADU Programs in Valley communities. Prepared the “Local Agency’s Guide to Implementing ADUs in the San Joaquin Valley” guidebook and suite of tools including templates for: ADU ordinance, staff report and hearing presentation, building permit application and checklist, internal policy and procedure, front counter handout, and how-to guide. Coordinated the design of four standard ADU plans for adoption by San Joaquin Valley communities. Currently providing technical assistance to local governments to customize the suite of tools and standard plans. Assisted agencies include: Kings County, Lodi, Madera County, Merced County, Parlier, Selma, Stockton, and Wasco.
Community and Stakeholder Engagement. Organized community and stakeholder outreach and engagement for the City of Chowchilla 6th Cycle Housing Element Update, City of San Clemente Objective Design Standards and Rezoning Program, and City of Arvin Multi-Family Residential Text Amendments; assisted with outreach efforts for City of Porterville South of Tule River Master Plan. Outreach and engagement methods have included websites, surveys, workshops (in-person and virtual), focus groups, and public meetings. Prepared outreach and engagement materials including social media, newspaper, and newsletter content, press releases, and interactive activities and presentations.
Policy, Procedure, and Program Development. Assisted several communities with preparation of policies, procedures, and programs including Zoning Ordinance Text Amendments, internal policies and procedures, Housing Element programs, ADU Programs, and General Plan Elements. Projects range from establishing a new permit type and review procedure for multi-family residential development in Arvin, objective design standards and an Affordable Housing Overlay in San Clemente, ADU Programs for various agencies, Duplex/Triplex Program in Merced, Multi-Family Conceptual Design Program in Kerman, and preparation of Environmental Justice, Public Safety, and Housing General Plan Elements in Chowchilla.
SENIOR PLANNER
JENNA CHILINGERIAN, MCRP, AICP
Precision Civil Engineering
1234 "O" Street
Fresno, CA 93721
[email protected]
559-449-4500
CONTACT
AREAS OF EXPERTISE
ON-CALL PLANNING EXPERIENCE
CEQA/NEPA Process, Compliance, and Guidance
Project-Level land use planning/permitting
Policy writing for housing element updates, zoning ordinances, general plans Project Coordination and Management
On-Call Land Use and Environmental Planning | City of Atwater, City of Clovis, City of Hanford, City of Kerman, City of Lemoore, City of Reedley
On-Call Land Use Planning | City of Modesto, City of Vacaville, City of Yreka On-Call Environmental Planning | City of Salinas
Jenna serves as a senior planner at Precision Civil Engineering (PCE) in downtown Fresno, CA, bringing more than 10 years of experience in planning, community and economic development, and program management in the nonprofit, public, and private sectors. At PCE, Jenna provides CEQA services for public and private sector projects, on-call planning and environmental services for local agencies, and development and entitlement services for private sector clients. Jenna is an active AEP and APA member, participating in webinars and workshops to remain up to date on current environmental legislation, procedures, and best practices. She received her Masters of Community and Regional Planning from the University of Oregon and holds a bachelor’s degree in Political Science from UCLA. She joined the American Institute of Certified Planners (AICP) in July 2022.
EXPERIENCE
PROFILE
Principal Planner, City of Gustine. Principal Planner (PT) in charge of entitlement applications including Conditional Use Permits, Rezoning, and Ordinance Amendments. The primary area of focus is to address the completion of the Multijurisdictional Housing Element Update.
Community Development Director, City of Sanger. Responsible for residential and commercial projects throughout the City. Managed the Building Department, Code Enforcement Department, and the Planning Department. Coordinated and managed the Planning Commission and presented projects to the City Council. Proposed amendments to the ordinance, development incentives, and special programs.
Management of the annual budget as required for the daily functions and operations of the City. Ongoing coordination with consultants for project review Principal Planner, CSG Engineering. Planning Consultant for Central California jurisdictions. Areas of focus include Housing Element Updates, Entitlements, New Development, Economic Development, Acquisition and Management of State Grants, Zoning Ordinance updates, and Amendments.
Senior Planner, Fresno County. Supervised the Zoning and Permitting Units.
Supervised the Code Enforcement Unit. Oversaw the permitting and Land Use process
Project Manager/Department Manager, CEI Engineering. Management of the Fresno office for a national civil engineering firm. Marketing work for engineering and survey departments. Development of the office-wide annual budget. Preparation of consultant proposals and contracts for the development of commercial projects.
Planning Consultant, Law Firm. Coordinate with commercial developers, city staff, attorneys, real estate agents, and sub-consultants to oversee the completion of commercial development projects. Preparation and management of various entitlement applications including; conditional use permits, rezoning, and general plan amendments. Coordination with private firms, county and city staff, and state and federal agencies such as Caltrans and FEMA Oversight of environmental impact reports for each project.
Senior Planner, County of Madera. Preparation of staff reports for Planning Commission review. Site Plan reviews for commercial developments. Analysis and review of subdivisions and parcel maps for residential developments. Development and management of the county-wide dairy standards. Oversee and manage State funding for the development of County standards under Proposition 13 funding.
SENIOR PLANNER
TOM NAVARRO
AREAS OF EXPERTISE
Municipal Planning
Land Development
Planning Entitlement Processing
Economic Development
Tom serves as a Senior planner at Precision Civil Engineering (PCE) in downtown Fresno, CA, bringing more than 25 years of experience in planning, community and economic development, and project management to our team. Tom has worked as a Planner in both City and County governments, as well as at private consulting firms. He has experience in municipal planning throughout the state of California and has worked on a diverse portfolio of urban planning projects including Housing Elements, General Plan updates, Zoning Code text amendments, annexations, General Plan amendments, rezones, tentative tract maps, use permits, and site plan reviews. Through private and public sector planning roles he has developed extensive experience in writing zoning codes, processing entitlement applications, and managing large scale projects.
EXPERIENCE
Bachelor of Arts, Social
Science (Geography/Urban
Planning), California State
University, Fresno
EDUCATION
25 years
YEARS OF EXPERIENCE
California Association of Code
Enforcement Officers (CACEO)
CALBO – California Building
Officials
ICSC – International Council of
Shopping Centers
PROFESSIONAL ORG
Precision Civil Engineering
1234 "O" Street
Fresno, CA 93721
[email protected]
559-449-4500
CONTACT
RECENT PUBLIC SECTOR PROJECTS
City of Sanger – Academy Annexation Project
City of Sanger Housing Element Update
City of Sanger General Plan Update
City of Sanger – Amend to City/County Tax Share Agreement City of Gustine Housing Element Update
City of Sonora – Accessory Dwelling Unit Ordinance
PROFILE
Environmental Review and Compliance. Assisted with the preparation of 30+ environmental documents for public sector and private sector clients in accordance with CEQA, including preparation of initial studies and (mitigated) negative declarations, categorical exemptions, coordination of the environmental review process (e.g., tribal consultation, noticing, State Clearinghouse), and oversight of technical studies and analysis.
Land Development Processing and Review. Submitted and managed 15+ private land development projects through the planning entitlement process, including preapplication, annexation, tentative parcel map, tentative tract map, rezone/prezone, planned development, general plan amendment, and Williamson act contract cancellation processes. On the other hand, as Kerman’s on-call contract planner, processed entitlement applications including tentative parcel map, tentative subdivision map, annexation, pre-zones/rezone, general plan amendment, and environmental review. Coordinated project comments, conduct review of entitlement applications on behalf of the City, carry out the environmental review process including preparation of environmental documents, prepare approval and public hearing documents (e.g., conditions of approval, staff reports, resolutions, ordinances), and handle applicant correspondence and management of subconsultants.
Urban Design and Site Planning. Drafted 20+ conceptual site plans and land use plans for various land development, including commercial, residential, and mixed-use projects. Drafted and submitted for tentative tract and parcel maps for single-family residential subdivisions, industrial subdivisions, and mixed use projects. Designed according to City, County, and Caltrans restrictions and regulations. Received awards for 2 design competitions that focused on designing human-oriented space/streets for transit and pedestrian connectivity and revitalization.
Graphics Communication. Designed branding and data visualization for multiple Housing Programs in the Valley. Leaded Graphics and Written Communications Team to develop the first comprehensive plan of the City of Caldwell, TX. Coordinated with data analytics and public outreach team to design flyers, posters, presentations, and the final plan document.
Research and Analysis. Conducted data cleansing, labeling, categorizing, and statistical analysis. Co-authored for journal publication and was responsible for the management of 2+ datasets. Performed technical studies, including 1) Infill Study to inform the development of Merced’s Duplex/Triplex Program, 2) Infill and Site Evaluation Report for Kerman’s Multi-Family Conceptual Design Program, 2) Fiscal Analysis reports for annexation projects, 3) Biological Assessment Reports for environmental review (CEQA), 4) Agricultural Mitigation Cost Analysis for the establishment of Agricultural Mitigation Program in Modesto.
Planning Assistant. Performed traffic flow and land use analysis for 3 city-scale plans to provide a fact base for the planning process. Performed zoning inquiries, environmental assessments, building and conditional use permit applications.
Produced multiple exhibits, drafted proposals, and corresponded with clients and agencies.
ASSOCIATE PLANNER
SHIN TU, MUP, AICP
AREAS OF EXPERTISE
PUBLIC SECTOR PROJECTS
Research, Data Collection and Analysis
Geographic Information Systems, Spatial Analysis, and Mapping Visualization, Digital Communication, Branding, and Graphic Design Planning Entitlement Processing
Environmental Analysis and Planning
On-Call Planning Staff
Support (planning permit
review and
environmental/CEQA): City
of Atwater, City of Hanford,
City of Kerman, City of
Lemoore, City of Yreka
City of Modesto Agricultural
Mitigation Program Cost
and Feasibility Study
EXPERIENCE
Master of Urban Planning,
Environmental Hazard
Management Certificate, GIS
Graduate Certificate, Texas A&M
University
Bachelor of Science, Urban
Planning, National Cheng Kung
University, Taiwan
EDUCATION
4 years (PCE: 1.5 year)
YEARS OF EXPERIENCE
American Planning Association,
California Chapter, Central
Section (Member)
Association of Environmental
Professionals, California, Central
Chapter (Member)
PROFESSIONAL ORG
Precision Civil Engineering
1234 "O" Street
Fresno, CA 93721
[email protected]
559-449-4500
CONTACT
Certified Planner through the
American Institute of Certified
Planners (Candidate)
CERTIFICATION
14 Shin brings over 4 years of experience in site planning, data analysis, environmental planning, and digital communications. With a Master of Urban Planning degree from Texas A&M University and graduate certificates in Environmental Hazard Management and Geographic Information Science (GIS), Shin has experience working in the public, private, and academic sectors. At PCE, Shin provides services to both public and private sector clients, including performing due diligence, planning entitlements, on-call planning, CEQA document drafting and analysis, GIS database management and mapping, fiscal analysis, data visualization, and branding/graphic design. Shin joined the American Institute of Certified Planners (AICP) in December 2023. Portfolio | https://tushin2.wixsite.com/tushin
PROFILE
Land Entitlement and Development Review. Reviewed development projects throughout the planning entitlement process, including, pre-application, annexation, tentative parcel map, tentative tract map, rezoning, planned development, general plan amendment, and Williamson act contract cancellation processes. Ensured all proposed projects met local development codes and ordinances.
Environmental Planning and Review. Reviewed environmental planning documents throughout the CEQA process to ensure compliance with all rules and regulations, document integrity, and general proofreading.
Data Analysis and Visualization. Researched, compiled, and analyzed datasets for various academic projects using various languages and methods. Visualized data sets in various formats, such as maps, tables, and graphs.
ASSISTANT PLANNER
ISAIAH MEDINA
AREAS OF EXPERTISE
Environmental Planning
Land Use Planning
Planning Entitlement Processes
Data Analysis
EXPERIENCE
Bachelor of Science,
Environmental Policy Analysis
and Planning (City & Regional
Planning), University of
California, Davis
EDUCATION
Precision Civil Engineering
1234 "O" Street
Fresno, CA 93721
[email protected]
559-606-0609
CONTACT
Isaiah serves as an Assistant Planner at Precision Civil Engineering (PCE) in downtown Fresno, CA bringing experience in planning, environmental planning, planning entitlement processes, and data analysis. He holds a Bachelor of Science degree in Environmental Policy Analysis and Planning with a concentration in City and Regional Planning from the University of California, Davis.
G. OTHER INFORMATION REQUESTED
Disclosure Statement
PCE is not involved and has not been involved in the past 5 years with litigation, mediation, or arbitration, regarding the performance of any services similar to the Services. No claims or disciplinary action has been taken against Company or any of Company’s key personnel within the past five years.
PCE does not have any past or current business and personal relationships with any current City elected official, appointed official, City employee, or family member of any current City elected official, appointed official, or City employee. PCE does have 2 on-going contracts with the City for planning related work.
PCE has not filed for bankruptcy under any business name over the past five (5) years. 19 Edward Dunkel, Jr., CEO & President
Tel: (559) 449-4500 | Fax: (559) 449-4515
Email: [email protected]
Location: 1234 O Street, Fresno, CA 93721
PROVEN
EXPERTISE.
CONTRACT STAFFING PROPOSAL
Prepared for: City of Chowchilla, Community & Economic
Development
Prepared by: Robert Mansfield, RFM Land Use Consulting
Date: May 2, 2024
Proposal #: 2024-RFP-027 On-Call Planning Services
2 PROPRIETARY NOTICE
This report contains confidential information of RFM Land Use Consulting, which is provided for the sole purpose of permitting the recipient to evaluate the proposal submitted herewith. In consideration of receipt of this document, the recipient agrees to maintain such information in confidence and to not reproduce or otherwise disclose this information to any person outside the group directly responsible for evaluation of its contents. There is no obligation to maintain the confidentiality of any information which was known to the recipient prior to receipt of such information from RFM Land Use Consulting, or becomes publically known through no fault of recipient, or is received without obligation of confidentiality from a third party owing no obligation of confidentiality to RFM Land Use Consulting.
3 I. QUALIFICATIONS ............................................................................................................................ 5 A. SUMMARY AND QUALIFICATIONS................................................................................................... 5 1. Brief History and Purpose of Firm ..................................................................................................... 5 2. Staffing............................................................................................................................................................... 5 3.
Affirmative Action Policy........................................................................................................................... 6 B. LAND USE PLANNING EXPERIENCE......................................................................................................... 6 1. Past Performance..................................................................................................................................... 6 2. Areas of Expertise....................................................................................................................................... 7 C. GRANT MANAGEMENT EXPERIENCE....................................................................................................... 7 1. Past Performance..................................................................................................................................... 7 2. Grants.............................................................................................................................................................. 7 D. ENVIRONMENTAL EXPERIENCE................................................................................................................ 8 E. PROFESSIONAL REFERENCES................................................................................................................... 8 II. PROPOSED IMPLEMENTATION OF SCOPE OF WORK.................................................. 8 A – PROJECT
UNDERSTANDING .............................................................................................................................. 8 B -‐ SCOPE .................................................................................................................................................................... 9 C – SPECIFIC
APPROACH
AND
METHODOLOGY:................................................................................................ 10 C-‐1
–
Community
and
Economic
Development
Department
Meetings ......................................
11 C-‐2
–
Develops
and
maintains
good
working
relationships
with
other
city
Departments,
other
jurisdictions,
and
the
public..............................................................................................................11 C-‐3
–
Analyze
projects
for
compliance
with
the
City’s
General
Plan,
Zoning,
Subdivision
Map
Act,
applicable
plans
and
policies. ...................................................................................................12 C-‐4
–
Review
and
process
ministerial
applications
and
discretionary
entitlements
such
as:
Plan
Checks,
Zoning
Clearances,
Use
Permits,
Variances,
Site
Development
Permits,
Tentative
Maps,
Final
Maps,
General
Plan
and
Zoning
Amendments,
which
may
include
completing
site
visits
for
proposed
projects...........................................................................................12 C-‐5
–
Provide
environmental
analysis
and
support
for
specific
projects
related
to
biomass
and
energy. ...........................................................................................................................................................13 C-‐6
–
Compiles
and
analyzes
data
on
economic,
social,
environmental,
and
physical
factors
affecting
land
use. ..............................................................................................................................13 C-‐7
–
Meets
with
Developers,
engineers,
property
owners,
contractors,
and
other
individuals
to
discuss,
advise,
explain
processes,
and
suggest
improvements
regarding
potential
projects,
pre-‐applications,
development
applications,
feasibility
analysis,
conceptual
development
plans
and
code
interpretation.................................................................. 14 C-‐8
–
Ability
to
write
Planning
Commission
and
City
Council
staff
reports,
resolutions,
ordinances,
conditions
of
approval,
and
give
oral
presentations.................................................14 C-‐9
–
Attend
public
hearings
and
community
meetings
as
necessary........................................15
C-‐10
–
Analyze
projects
and
provide
Peer
Reviews
for
CEQA
compliance................................15
C-‐11
–
Ability
to
review
projects
and
provide
comments
within
timelines
specified
by
the
Permit
Streamlining
Act
and
the
City
(shorter
timelines
may
be
required
for
certain
projects). ................................................................................................................................................................16 C-‐12
–
Provide
strong
emphasis
on
the
management
of
multiple
projects
and
competing
priorities
while
maintaining
quality,
meeting
schedules
and
staying
within
budget. ........16
C-‐13
–
Facilitation
of
special
projects.......................................................................................................17 C-‐14
–
Public
Counter
Services.....................................................................................................................17 D -‐ SCHEDULE ......................................................................................................................................................... 17 III. FEE SCHEDULE............................................................................................................................ 18 IV – CONTRACT.................................................................................................................................. 19 4 A – FUNDING ........................................................................................................................................................... 19 B – TERMINATION.................................................................................................................................................. 19 C – HOLD
HARMLESS............................................................................................................................................. 19 V. OTHER INFORMATION.............................................................................................................. 19 ATTACHMENT A – REFERENCES .............................................................................................. 20 ATTACHMENT B - STATEMENT OF VALUES ........................................................................ 21 ATTACHMENT C - BUSINESS ETHICS...................................................................................... 22 ATTACHMENT D - RESUME .......................................................................................................... 23 ATTACHMENT E - VENDER QUESTIONNAIRE...................................................................... 25 ATTACHMENT F – OTHER INFORMATION.............................................................................. 27 5 I. QUALIFICATIONS
A. SUMMARY AND QUALIFICATIONS
1. Brief History and Purpose of Firm
RFM Land Use Consulting opened for business in Madera,
California on February 21, 2024 as a sole proprietorship. The owner started the firm after almost eighteen years of service at Madera County as a Planner.
RFM Land Use Consulting provides individualized services to governmental jurisdictions, community organizations, businesses and individuals.
Services provided by this firm include: site evaluations, ALUC, entitlement processing, CEQA/NEPA reviews (peer reviews) and preparation, contract staffing, zoning/general plan verifications, property use due diligence (past uses, past entitlements, site issues, etc.), and grant program evaluation.
Grant program evaluations are geared toward seeing how each jurisdictions grant programs are being utilized, how effective the programs are, and conducting mock program audits to help ensure the jurisdiction is ready for a real audit is done. Reviews of grant applications are a part of this process, as well as monitoring of activities.
2. Staffing
RFM Land Use Consulting is a one-person business.
Robert Mansfield, Owner
Mr. Mansfield comes to the Planning field from the Environmental field where he had a wide range of complex responsibilities ranging from the proper handling, storing and disposing of hazardous materials and hazardous waste, to stormwater management. Mr.
Mansfield brings over 30 years of dedicated customer service, the last 18 of which in the Planning field, to the consulting field.
Mr. Mansfield has an Associates Degree in Fire Science, a Bachelors Degree in Environmental Studies with an emphasis in Environmental Law and CEQA, and a Masters in Urban and
Regional Planning, with an emphasis on Environmental Planning.
And for about 12 years he was a certified Emergency Medical 6 Technician, serving as medic for a pharmaceutical company’s onsite emergency response team along with his normal duties as hazardous waste technician.
Mr. Mansfield is a member of the National Fire Protection Association (NFPA), Association of Environmental Professionals (AEP) and American Planning Association (APA). Mr. Mansfield served as Founding Board Member of the Central Chapter of the AEP. He is a Certified Planner through the American Institute of Certified Planners (AICP), and maintains the certification through regular Continuing Education courses.
3. Affirmative Action Policy
As Sole Proprietorship, RFM Land Use Consulting shall comply with all local, state and federal requirements as they pertain to Affirmative Action.
B. Land Use Planning Experience
1. Past Performance
Includes eighteen years experience as a Planner for the Madera County Planning Department. Duties included processing general plan amendments, rezonings, Conditional Use Permits for telecommunication towers, dairies, wineries, event centers, outdoor recreational facilities, and bed and breakfasts just to name a few.
Served as Chair to the Development Review Committee where environmental review levels were determined (from Categorical Exemptions to Environmental Impact Reports) and sat as the Zoning Administrator for reviews conducted for height variances, setback variances and minor updates to conditional use permits.
Past work includes being Lead Planner on complex Conditional Use Permits, Environmental Impact Report management, assisting in zoning code updates, general plan amendments, management of Housing Element updates (including coordination of consultants and the California Department of Housing and Community
Development), and reviews for setback and height variances.
As Lead Planner on projects, the owner was responsible for coordinating the efforts of other departments (both internally and externally) in processing of land use entitlements.
7 2. Areas of Expertise
RFM Land Use Consulting has experience in addressing issues related to dairies, wineries, bed and breakfasts, event centers and agriculturally related projects.
The Principle of the business has also overseen two separate updates to the Madera County Housing Element. This oversight included coordination with separate consultants and the contracts associated with each project. In one instance, Mr. Mansfield was authorized to end the contract, and essentially do a complete rewrite of the Housing Element in coordination with the Department of Housing and Community Development.
C. Grant Management Experience
1. Past Performance
From 2011 to 2021, Mr. Mansfield had been involved with the Community Development Block Grant (CDBG) program through the California Department of Housing and Community Development and the Neighborhood Stabilization Program (NSP) through the US Department of Housing and Urban Development programs. The major function of the grant program for the County was the rehabilitation of housing units within its’ jurisdiction. The County did participate in a grant program for first time homebuyers (NSP).
Duties in these programs was the writing of the grant applications, making presentations to the Board of Supervisors as required by the grant, developing budgets and overseeing the use of funds. Mr.
Mansfield also oversaw the Loan Committee, which oversaw approvals (and the rare denial) of loan packages.
Mr. Mansfield also served on the California Department of Housing and Community Development’s CDBG Redesign Working Group.
2. Grants
The primary grants overseen by the Principle of RFM Land Use Consulting were related to housing rehabilitation and in one case a first time homeownership program.
8 In the housing rehabilitation program, homes owned by low-income families were evaluated for eligibility and need for rehabilitation work. From there, subcontractors were contracted with to do the actual work on ground and coordination of providing the 30-year no interest loans to the family members.
In the first time homeowners program, it was coordinating buying foreclosed homes, doing whatever rehabilitation was needed to address health, safety and welfare issues, and then finding eligible new homebuyers. Once the individuals were vetted, they were then sent through first time homebuyers educational programs to assist in ensuring their ability to keep and maintain the home.
Separately, Mr. Mansfield worked with the County’s Economic Development Commission (EDC) in procuring business grants to assist with new and expanding businesses in the County.
D. Environmental Experience
Work also included preparation of internal California Environmental Quality Act (CEQA) documents for Conditional Use Permits, Rezones, General Plan Amendments and related projects. This work ranged from determination if an Initial Study/Mitigated Negative Declaration was needed, or if a Categorical or Statutory Exemption covered the project.
Environmental Impact Reports were prepared by outside
consultants, so oversight of the consultant was conducted. This included ensuring scoping meeting was conducted all the way through final EIR preparation. Budget oversight and invoice payment was an integral portion of the oversight.
E. Professional References
Please refer to Attachment A of this proposal (also submitted separately).
II. PROPOSED IMPLEMENTATION OF SCOPE OF WORK
A
–
Project
Understanding
The City of Chowchilla Community and Economic Development Department is requesting professional on-call planning services from a qualified firm or team of consultants to augment professional land use 9 planning services for the Community Development Department, Land Use and Natural Resources (Planning) Division. The Department requests written responses to a Request for Qualifications for the selection of oncall or as-needed planning services associated with one or more proposed projects, including but not limited to, general planning related development and land use project review, site visits, public counter services, technical plan check for planning documents and plans, map review, conformance with Federal, State and local regulations, particularly the California Environmental Quality Act (CEQA) and general compliance with County Standards, Ordinances and Regulations.
In general, the successful individual or firm will be expected to provide oncall planning services for all types of projects requesting entitlements, including but not limited to new residential, commercial and industrial projects, projects requiring technical air quality analysis review, Williamson Act projects, and projects subject to the Surface Mining and Reclamation Act (SMARA).
It is understood that the winning firm will be under contract for an initial three (3) year term, with a potential extension of an additional two (2) years for a potential total of five (5) years.
B
-‐
Scope
In general, the successful individual or firm will be expected to provide oncall planning services for all types of projects requesting entitlements, including but not limited to new residential, commercial and industrial projects, projects requiring technical air quality analysis review, Williamson Act projects, and projects subject to the Surface Mining and Reclamation Act (SMARA).
The on-call planning services that a successful applicant would provide include, but is not limited to, the ability to perform the following:
1. Be present at the Community and Economic Development Department for meetings as agreed upon by staff and consultant. Remote or inperson meetings will be utilized as appropriate.
2. Develops and maintains good working relationships with other City departments, other jurisdictions, and the public.
3. Analyze projects for compliance with the City’s General Plan, zoning ordinance, Subdivision Map Act, applicable plans and other policies. 10 4. Review and process ministerial applications and discretionary entitlements, such as: Plan Checks, Zoning Clearances, Use permits, Variances, Site Development Permits, Tentative Maps, Final Maps, General Plan and Zoning Amendments, which may include completing site visits for proposed projects.
5. Provide environmental analysis and support for specific projects related to biomass and energy.
6. Compiles and analyzes data on economic, social, environmental, and physical factors affecting land use.
7. Meets with developers, engineers, property owners, contractors and other individuals to discuss, advice, explain processes, and suggest improvements regarding potential projects, pre-applications, development applications, feasibility analysis, conceptual development plans and code interpretation.
8. Ability to write Planning Commission and City Council staff reports, resolutions, ordinances, conditions of approval, and give oral presentations with presentation materials.
9. Attend public hearings and community meetings as necessary.
10. Analyze projects and provide Peer Reviews for CEQA compliance.
11. Ability to review projects and provide comments within timelines specified by the Permit Streamlining Act and the City (shorter timelines may be required for certain projects).
12. Provide strong emphasis on the management of multiple projects and competing priorities while maintaining quality, meeting schedules and staying within budget.
13. Facilitation of special projects.
C
–
Specific
Approach
and
Methodology:
The City has indicated that the work will be done largely at the Consultant’s office, utilizing email for the distribution of work product. As RFM Land Use Consulting is considered a local company, traveling to the City offices will not be ruled out and can be accommodated on an as needed basis.
11 C-‐1
–
Community
and
Economic
Development
Department
Meetings
Attendance for Staff meetings will occur as arranged with the Community and Economic Development Department. Utilization of Zoom for remote meetings will occur as arranged. Given the close proximity of RFM Land Use Consulting’s office to the City of Chowchilla, meetings can be on-site at City of Chowchilla offices as needed.
C-‐2
–
Develops
and
maintains
good
working
relationships
with
other
city
Departments,
other
jurisdictions,
and
the
public.
Good working relationships is the crux of any successful working environment. RFM Land Use Consulting takes pride in developing and maintaining good customer relationships; both with those agencies, and departments therein, it contracts with as well as the customers those agencies serve.
It is important in any working environment to have good working relationships. There are multiple reasons for this: promotes effective teamwork, improves morale in the workplace, increases productivity and work satisfaction, and improved personal growth. All this then translates to good customer service all around.
To accomplish this, it will be important to communicate often, be consistent and trustworthy, avoid gossip, be positive in all interactions, know company guidelines, and deliver quality work on time. These are core values of RFM Land Use Consulting, and will be maintained throughout the contract.
It is understood that there will be a transition period where current city departments and the consultant will be establishing that working relationship.
RFM Land Use Consulting has the experience of establishing and maintaining working relationships with both internal departments (Public Works, Environmental Health, etc.) as well as outside agencies (Caltrans, Department of Fish and Wildlife, etc.). While it is acknowledged that some individuals in the outside agencies have moved on due to retirement or reassignment, it is the agency contact that is most important to maintain a relationship with. 12 C-‐3
–
Analyze
projects
for
compliance
with
the
City’s
General
Plan,
Zoning,
Subdivision
Map
Act,
applicable
plans
and
policies.
A review of all codes, ordinances, policies, the general plan, zoning ordinance, area plans and related documents will be conducted so as to become familiar with the City of Chowchillas’ land use regulations.
This assumes access to said documents is made accessible to the Consultant.
Projects submitted for permitting through the City will be analyzed against the City’s General Plan, Zoning, Subdivision Map Act and other policies and plans in accordance to standard practice for consistency with those ordinances and polices, as well as legal standings. A written report will be provided with the results of the analysis and, if requested, any recommendations for moving forward.
It is our understanding that application packets will be sent to the Consultant via email in order to do the analysis in office. However, it may be necessary to conduct site visits to better understand the site and the project at hand.
C-‐4
–
Review
and
process
ministerial
applications
and
discretionary
entitlements
such
as:
Plan
Checks,
Zoning
Clearances,
Use
Permits,
Variances,
Site
Development
Permits,
Tentative
Maps,
Final
Maps,
General
Plan
and
Zoning
Amendments,
which
may
include
completing
site
visits
for
proposed
projects.
All ministerial applications and discretionary entitlements will be reviewed and processed per City procedures and policies.
Consistency towards zoning and general plan ordinances as well as state law as appropriate will be of primary concern. Projects submitted for permitting through the City will be analyzed against the City’s General Plan, Zoning, Subdivision Map Act and other policies and plans in accordance to standard practice for consistency with those ordinances and polices, as well as legal standings.
Site visits, if deemed necessary, will include site evaluation and due diligence to ensure all issues that may be relevant are addressed. Site photos will be included and incorporated in to all staff reports to the Planning Commission and City Council.
13 C-‐5
–
Provide
environmental
analysis
and
support
for
specific
projects
related
to
biomass
and
energy.
All environmental analysis will be conducted per the guidelines of the California Environmental Quality Act (CEQA) and, if necessary, the National Environmental Policy Act (NEPA). This will include conducting site visits, property due diligence (past uses and entitlements that may effect the current proposed use), surrounding property uses (and past due diligence), visual traffic patterns, and analysis of proposed use(s).
Preparation of Initial Studies, Negative Declarations, Mitigated Negative Declarations, and Mitigation Monitoring Report Programs will be done on the most current formats for each document. In the event a standardized format may not be available, one will be created and utilized as necessary.
Filings of pertinent documents to the CEQA Clearinghouse will be done in accordance to OPR (Office of Planning and Research) and Public Resource Code (PRC) requirements. Unless negotiated otherwise, it is assumed that the City will coordinate the filing requirements.
In response to a question on OpenGov, the City broadly indicated the possibility of EIR preparation by the Consultant. While the Principle of RFM Land Use Consulting has never actually prepared an EIR directly, he has overseen a number of other consultants who took lead position on preparations and therefore is quite familiar with the process and requirements of preparing them. Due to the limited staff size of RFM Land Use Consulting, the taking on of the preparation of and EIR directly is unfeasible at this time. However, RFM Land Use Consulting will provide Peer Review of any and all preparations of EIR’s and their relevant studies.
If the City desires, RFM Land Use Consulting can provide project management oversight of separate EIR Consultants. Hourly rate, reimbursables and mileage will be assessed.
C-‐6
–
Compiles
and
analyzes
data
on
economic,
social,
environmental,
and
physical
factors
affecting
land
use.
Analysis of data on economic, social, environmental and physical factors affecting land use will be conducted on an ongoing basis as directed by the City. Data sources will include the County’s Economic Development Commission, State Office of Planning and Research, the American Planning Association, and other relevant sources. 14 Historical reports will be incorporated as deemed appropriate in order to provide an analysis on trends.
C-‐7
–
Meets
with
Developers,
engineers,
property
owners,
contractors,
and
other
individuals
to
discuss,
advise,
explain
processes,
and
suggest
improvements
regarding
potential
projects,
pre-‐applications,
development
applications,
feasibility
analysis,
conceptual
development
plans
and
code
interpretation.
Meeting with developers, engineers, property owners, contractors and other individuals to discuss projects is a necessary aspect of any planning process. Routine and regular communication is necessary to avoid misinterpretations and inaccurate analysis.
Pre-meetings can be seen as beneficial to all parties so as to make the entitlement process run smoother. Sometimes such meetings can determine if a project is capable of being submitted for processing, and if they would be deemed complete at the initial submittal. The most common reason for delays in beginning processing is incomplete applications.
To that end, for each new project proposed, it will be recommended that all those involved with the project be invited to a meeting to evaluate if the necessary parts (application, applicable site, building and floor plans, necessary studies, etc.) are prepared to the City’s standards. Once deemed complete, a period of internal review will be facilitated to provide due diligence reviews and input.
Meetings can be held either on Zoom or at City offices.
C-‐8
–
Ability
to
write
Planning
Commission
and
City
Council
staff
reports,
resolutions,
ordinances,
conditions
of
approval,
and
give
oral
presentations.
Staff Reports and associated presentation materials for the Planning Commission and City Council will be done in manners consistent with City of Chowchilla standards of format. Reports will be written to address the economic, social, environmental, and physical impacts of the project; additional analysis will include compatibility with the general plan and zoning ordinances and addresses any and all findings of facts related to the project.
15 Associated environmental documents (Initial Studies, Negative Declarations, Mitigated Negative Declarations, etc.) will be prepared in conjunction with the Staff Reports. Postings with CEQAnet will be considered the City’s responsibility unless otherwise negotiated at the contract level.
Project submittals (such as operational statement, site plans, building plans as applicable, and any applicable studies) would be required to be submitted so as to do a complete due diligence analysis for the Staff Reports.
It is anticipated that the City will provide templates for Staff Reports, Ordinances, Resolutions and presentations so as to maintain consistency across the board.
C-‐9
–
Attend
public
hearings
and
community
meetings
as
necessary.
Attendance of public hearings and community meetings will occur on an as needed basis. It is anticipated that this will occur at City of Chowchilla offices, unless otherwise indicated. Attendance via Zoom can be arranged as well.
Meeting with engineers, developers, property owners, contractors, and other individuals to discuss the project and any issues that may have arisen and how to address them can be done either at City Offices or at the locations of the individuals.
C-‐10
–
Analyze
projects
and
provide
Peer
Reviews
for
CEQA
compliance.
All environmental peer reviews will be conducted per the guidelines of the California Environmental Quality Act (CEQA) and, if necessary, the National Environmental Policy Act (NEPA). This will include conducting site visits, property due diligence (past uses and entitlements that may effect the current proposed use), surrounding property uses (and past due diligence), visual traffic patterns, and analysis of proposed use(s).
In response to a question on OpenGov, the City broadly indicated the possibility of EIR preparation by the Consultant. While the Principle of RFM Land Use Consulting has never actually prepared an EIR directly, he has overseen a number of other consultants who took lead position on preparations and therefore is quite familiar with the process and requirements of preparing them. Due to the limited staff size of RFM 16 Land Use Consulting, the taking on of the preparation of and EIR directly is unfeasible at this time.
RFM Land Use Consulting will provide Peer Review of any and all preparations of EIR’s and their relevant studies. Peer reviews can also be provided for Initial Studies and their related documents (Negative Declarations, Mitigated Negative Declarations, etc.).
It is assumed that as part of that peer review, relevant project documents will be provided to establish background of the project.
Said documentation will include, but not be limited to, project description, site plans, building plans (as necessary), operational statement providing further details of the project, and other related materials. This is to assist in the peer review of the environmental documentation.
C-‐11
–
Ability
to
review
projects
and
provide
comments
within
timelines
specified
by
the
Permit
Streamlining
Act
and
the
City
(shorter
timelines
may
be
required
for
certain
projects).
All established timelines for projects would be adhered to. Multiple projects can be handled and managed to ensure all timelines (publication, noticing, etc.) can be met.
Time management skills are the hallmark of RFM Land Use Consulting, a skill honed over the decades in different capacities and environments. This skill is instrumental to meeting timelines on projects under the Permit Streamlining Act.
C-‐12
–
Provide
strong
emphasis
on
the
management
of
multiple
projects
and
competing
priorities
while
maintaining
quality, meeting
schedules
and
staying
within
budget.
Time management skills are the hallmark of RFM Land Use Consulting, a skill honed over the decades in different capacities and environments. This skill is instrumental to meeting timelines on projects under the Permit Streamlining Act.
Having worked as Lead Planner on multiple projects at once, keeping organized has been found to be quite useful.
It is anticipated that there will be multiple projects being submitted at any one given time. As long as projected deadlines are provided, prioritization of the workload is not an issue.
17 C-‐13
–
Facilitation
of
special
projects.
Facilitation of special projects will be provided as Lead Planner. All aspects of Project Management will be adhered to from start to finish.
Facilitation will include establishing time lines, need for sub-consultants dependent on complexity of projects, and establishing budgets and seeing that said budgets are adhered to as closely as possible.
Staff meetings will be held with City Staff members on an as needed basis. These meetings can be conducted at City offices, or via Zoom.
C-‐14
–
Public
Counter
Services.
The scope of work items (1 – 13) did not specify counter services as a part of the Consultants services. Public counter services were only mentioned in the background of the RFP. A question was asked in the OpenGov documents about it, and the response was that public counter service is a basic requirement. The response further indicated time spent on this function would be held to a minimum.
RFM Land Use Consulting has no issue providing this service, as it is felt that customer service is a standard function. Standard hourly wage will be assessed, as well as mileage.
D
-‐
Schedule
The City provided no schedule of completion dates. It is assumed that the Consultant will be brought in on an as needed basis. It is understood that the contract minimum duration is three years minimum, with a five-year maximum length.
It is also understood that there are no set days or hours for work product arrivals, only on an as needed basis. There are no known set days or hours per day indicated in the RFQ.
18 III. FEE SCHEDULE
The following is the fees applicable to this project:
• Standard Hourly Wage: $191.82
• Mileage (vehicle): $0.67 per mile
• Lodging: Reimbursable at cost
• Transportation (non-vehicle): Reimbursable at cost
A breakdown by task for fees is included on a separate page to be submitted separately from this proposal.
All line items indicating number of billable hours are based on weekly basis of a potential of 40 billable hours per week. At the time of preparation, the City indicated that they had no set value of maximum hours per day, week or month. Only that the term of the contract was three years, with an option of two additional years for a total of five years.
All line items indicating a mileage rate will be based on total miles driven to attend to assigned tasks. Mileage is considered round trip from Consultants office to site and back, with an approximate 28 miles minimum assumed (from Consultant’s office to City of Chowchilla and back). Additional mileage will be assessed as needed.
Lodging and non-vehicle transportation line items were left off the proposal to the City of Chowchilla given the proximity to the base of operations of RFM Land Use Consulting. If there is any out-of-county or out-of-state travel required for any projects, all non-vehicle transportation and lodging billing will be included at reimbursable rates on the next relevant invoice.
No sub-contractors were identified for the RFP/Q. Should sub-contractors be needed, their services will be negotiated with the City first, and their fees will be considered reimbursable on a per project basis.
All invoiced billing is considered due within 14 calendar days of presentation, and is considered late on the 15th day and will have late fees assessed per day as is unpaid.
19 IV – CONTRACT
If City provides contracts, like the one provided in the RFQ packet, the following provisions shall be included:
A
–
Funding
It shall be stipulated in the contract that if the City budget of the current year and/or any subsequent years covered under the Agreement does not appropriate sufficient funds for the program, the Agreement shall be no longer in force or effect. It shall be further stipulated that should such event occur, the Consultant shall submit final billing for work done to that point, and the City shall be required to fulfill its’ financial obligations to that point. At which point, no further obligations of either party shall be enforced or required.
B
–
Termination
It shall be stipulated that the contract is subject to termination by either party upon 30 days written notice of intent to terminate.
The Consultant may terminate the contract at any time, without written notice, upon a material breach of contract by City.
C
–
Hold
Harmless
City shall hold harmless, defend and indemnify Consultant and its officers, officials, employees, and volunteers from and against any and all liability, loss, damage, expense, costs (including without limitation costs and fees of litigation) of every nature arising out of or in connection with Consultant’s performance of work hereunder or its failure to comply with any of its obligations contained in the agreement, except such loss or damage which was caused by the sole negligence or willful misconduct of the City.
V. Other Information
See Attachment F.
20 Attachment A – References
Ryna Irwin
Building Permit Technician
Madera County Community & Economic Development
559-675-7821
Lois Leonard
Business Assistance Manager
Madera County Economic Development Commission
559-675-7768
21 Attachment B - Statement of Values
In supporting the efforts of local jurisdictions in their efforts to provide for the health, safety and welfare of their communities, we are committed to dealing responsibly and ethically with those jurisdictions and all participants in the land use planning process. Toward that goal, RFM Land Use Consulting shall incorporate these values in all we do:
Our clients are our primary responsibility and will be treated with dignity and respect. In an atmosphere of trust, open
communication will be the basis for responding to clients’ identified needs. While receiving services, clients will have the opportunity to develop the skills, which enable them to better provide for themselves and their communities. Our relationship will be one of working with, rather than for, the individuals and families in the programs.
We will cooperate in full cognizance and compliance with contractual relationships and honor the commitments we make with our clients. We will endeavor to contain costs while providing quality services.
Within RFM Land Use Consulting, personal and professional needs will be respected and the qualities of fairness and cooperation in staff relationships will be encouraged. Subcontractors will be treated with respect and professionalism in all matters carried out by this company. Rights and responsibilities will be clearly stated.
These values will guide this company as we represent the needs and wishes of our clientele.
22 Attachment C - Business Ethics
RFM Land Use Consulting shall abide by the AICP Code of Ethics and Professionalism as adopted on March 19, 2005 and Revised in November 2021. 23 Attachment D - Resume
Robert Mansfield, AICP
PO Box 1184, Madera, California 93639 (559) 505-5033
---------------------------------------------------------------------------------------------------------- I am an experienced planning professional with eighteen years planning experience. I have strong experience in CEQA and NEPA, processing entitlements and customer service.
AREAS OF EXPERTESE
• CEQA/NEPA
• Airport Land Use Commission
• Grant Management
• Entitlement processing
• Zoning and General Plan
• Dairies
• Wineries
• Telecommunication
EDUCATION
• California State Association of
Counties, Credentialed
California County Senior
Executive
• California Planning
Roundtable Leadership
Academy
• MURP, San Jose State
University
• B.S., Environmental Studies,
San Jose State University
• A.S., Fire Science, Mission
College
PROFESSIONAL
ORGANIZATIONS
• National Fire Protection
Association
• Association of Environmental
Professionals
• American Planning
Association
• American Institute of Certified
Planners
AWARDS/RECOGNITIONS
• SJSU AS-55 Leadership
Award (2005)
• SJSU Department of Urban
and Regional Planning
Service Award (2005)
• AICP Certified (2011)
• California County Planning
Directors Association
Certification of Appreciation
(2014)
VOLUNTEER WORK
• National Park Service,
Manzanar Historical Site
(2005 to present).
SPECIAL PROJECTS
Tri-Dairy CUP and EIR – Madera
County. Principle Planner.
Oversaw consultant work on
preparation of EIR for three separate
dairies and their individual
Conditional Use Permits. Budget:
$195,000
Citygate Fire Service Study –
Madera County. Principle Planner.
Oversaw study of fire service
availability in Madera County. Study
recommended process by which to
increase coverage in the county by
emergency services. Budget:
$70,000.
24 Housing Element, 2009-2014,
2016-2024 – Madera County.
Principle Planner. Oversaw the
preparation of the County’s Housing
Element. Coordinated contract
administration. Coordinated final
preparation of document for HCD
review. Budget: $70,000.
Community Development Block
Grant Redesign Working Group –
California Department of Housing
and Community Development.
Work with other jurisdictions with the
Housing and Community
Development CDBG group to
redesign grant program.
Tully-Senter SNI Community Hub
Development Project, San José
State University (2003-2004).
Research community service
providers to assess availability and
need; establish demographic profile
of community; develop database of
services provided for community;
produce recommendations for site
selections; provide site design
suggestions for lead architect;
provide site evaluations on
circulation, safety and visibility.
Community Development Block
Grant Housing Rehabilitation
Program – Madera County. Write
grant applications, oversee loan
committee, manage budgets for
individual programs, write RFP’s for
subcontractors to facilitate actual
construction work, process loan
payoffs, and manage program
income funds.
25 Attachment E - Vender Questionnaire
1. Did you read through and confirm that you met all the proposal requirements including the sections:
a. General Conditions;
b. Special Provisions and Specifications
Yes.
2. Please Upload your COMPLETE Proposal here, which includes:
a. Bid Summary
b. Statement of Experience and Qualifications
c. Non-Collusion Declaration, if applicable
3. Please Upload your COMPLETE proposal here. Upload fee proposal separately in the next step.
4. Please upload document(s)
References shall be included as part of the submittal and labeled as Attachment A, RFP Reference Form, provide at least three references regarding your experience with public agency clients for whom similar or comparable services have been or are being performed. A minimum of three references must address projects where the identified project manager for the Chowchilla update proposal played a critical role. Include the name and email address of their principle representatives who can respond to questions concerning those services you provide.
5. Proof of insurance.
To be provided on request.
6. Business License.
Please upload documents. Prior to beginning any work or delivering any equipment of material to be furnished under this agreement, the proposer shall secure the appropriate business license from the City of Chowchilla. Business license information may be obtained by calling (559) 665-8615.
26 RFM Land Use Consulting currently has a Business License from the City of Madera, as well as the County of Madera. Should this firm be selected to provide services, a City of Chowchilla Business License will be applied for.
7. Any Federal or State of California License/Certification Please upload document(s). Any Federal or State of California License/Certification required to provide the services will be required.
No Federal or State of California licenses or certifications were indicated in the RFP/RFQ to be provided.
27 Attachment F – Other Information
No litigation, mediation, or arbitration regarding the performance of any services provided by RFM Land Use Consulting has been brought against the Firm, or has been adjudicated, within the last five (5) years.
Robert Mansfield is a Certified Planner under the American Instituted of Certified Planners, and no claims against that certification or disciplinary action has occurred since original certification in 2011.
Robert Mansfield has no personal or professional relationship with any member of staff, elected official, or appointed official of the City of Chowchilla or their families.
No bankruptcies have been filed, personally or business wise, in the last five years.
STATEMENT OF QUALIFICATIONS
ON-CALL PLANNING SERVICES
CITY OF CHOWCHILLA
QKinc.com | (559) 449-2400
601 Pollasky Avenue, Suite 301 | Clovis, CA 93612 | (559) 449-2400 Engineering | Land Surveying | Planning | Environmental | Landscape Architecture | Construction Management QKinc.com May 3, 2024
Mark Hamilton
Director of Community and Economic Development
City of Chowchilla, 130 S. Second Street
Chowchilla, CA 93610
(559) 665-8615 Ext: 400
[email protected]
Subject: Statement of Qualifications for On-Call Planning Services for the City of Chowchilla Community & Economic Development Department
Dear Mr. Hamilton:
QK, a California Corporation, believes that all cities, big and small, deserve the same high-quality city planning services, delivered by educated and experienced professionals who can navigate through and even simplify the complexities of city planning. That is where QK shines brightest. QK would very much like to continue providing the City of Chowchilla with On-Call Planning Services. We have been with you for recent city planning successes, including the Panda Express, Camarena Healthcare Clinic, Rancho Calera, and the Strategic General Plan Update projects.
These are exciting times for Chowchilla’s development. The City will be facing several growth issues in the near future. These include expansion of the industrial park, dealing with high speed rail issues, continuing to improve economic development downtown, and creating attractive, livable neighborhoods.
We are keeping the same team of planners recently serving Chowchilla, with Annalisa Perea remaining as the main planner and contact with the City, and Trevor Stearns serving as the QK Project Manager, with services being managed and provided from our Clovis office. We strive for this QK team to be a valued partner, acting as an extension of your staff and able to find and implement workable and creative solutions to Chowchilla’s planning needs. Having the largest planning staff in the Valley allows us to assign necessary additional resources quickly when needed, thereby eliminating potential gaps in service.
Lastly, each of our team members works extensively with the public, both individually and in teams, to find solutions that benefit both the community and the individual applicant or property owner. Our mission, “To be an indispensable partner to our clients, communities, and each other,” is exemplified through our planners.
Amber Aguayo, CFO/COO, is authorized to contractually bind the firm. Please do not hesitate to contact Mr. Brandt by phone or e-mail (559-733-0440 or [email protected]) if you have any questions or require additional information. QK acknowledges all published addenda.
With appreciation,
Steve Brandt, AICP
Principal-in-Charge/Principal Planner
Amber Aguayo
CFO/COO
P240209
(800) 955-7599 | QKinc.com 3
Table of Contents
A. Cover Letter...................................................................................................................... 2 B. Brief Company Profile........................................................................................................ 4 Location of Company Headquarters and Branch Offices ................................................................................5 Disciplines and Staffing...........................................................................................................................................6 C. Organization and Staffing .................................................................................................. 8 D. Description and Approach ................................................................................................ 13 E. Cost Proposal.................................................................................................................. 17 F. Résumé, Relevant Projects/Services with References........................................................ 20 G. Other Information Requested........................................................................................... 26 May 3, 2024
P240209
© Copyright by Quad Knopf, Inc. dba QK
Unauthorized use prohibited
601 Pollasky Avenue, Suite 301
Clovis, CA 93612
(559) 449-2400
(800) 955-7599 | QKinc.com 4
B. Brief Company Profile
Since 1972, QK has successfully partnered with cities,
counties, state agencies, and other public agencies to develop efficient solutions that have lasting positive impacts on Central Valley communities. Founded on the idea of providing high-quality engineering and planning services to Central Valley cities, we now offer an array of services that contribute to sustainable communities and elevate the quality of life.
Our diverse staff of over 140 employees provides land use planning, environmental planning and permitting, biological resources, civil engineering, land surveying, utility coordination, construction management, labor compliance, urban design, landscape architecture, and geographic information systems from six Central Valley offices. We take pride in the ability to offer in-house, programmatic professional services to serve our diverse clientele.
QK provides a full array of technical services to guide projects through the ever-changing landscape of the local, State, and federal entitlements and permitting process. Our environmental planning staff has prepared thousands of
defensible CEQA and NEPA documents that help both public agencies and private developers achieve project objectives, budgets, and schedules while thoroughly complying with
applicable environmental regulations.
QK Firm Overview
Many of our planners are former public-sector planners, and their experience has led to proactive strategies
that can often streamline the environmental process
and facilitate a positive outcome for complex and large projects.
They are also skilled in collecting public opinion through outreach efforts and adept at making presentations
to Planning Commissions, Boards of Supervisors, City
Councils, and Special District Boards. QK also offers a full suite of subject matter experts to prepare technical documents to support the environmental review process.
QK has provided on-call and contract planning services
to Central Valley cities for over 50 years. Our current team of planners has worked directly on staff or
as contract planners for at least 15 city and county
planning departments, most here in the San Joaquin
Valley. Each is a little different, with different processes, different challenges, and different needs, and we are ready to provide the mix and style of planning services that is right for the City of Chowchilla.
(800) 955-7599 | QKinc.com 5
Number of Years in Business
52 years
QK Office
Full-time Remote Staff
City of Chowchilla
MERCED
(209) 723-2066
2816 Park Avenue
Merced, California 95348
BAKERSFIELD
(661) 616-2600
5080 California Avenue, Suite 220
Bakersfield, California 93309
PORTERVILLE
(559) 781-2700
150 West Morton Avenue
Porterville, California 93257
VISALIA - HEADQUARTERS
(559) 733-0440
901 East Main Street
Visalia, California 93292
CLOVIS
(559) 449-2400
601 Pollasky Avenue, Suite 301
Clovis, California 93612
HANFORD
(559) 582-1056
609 North Irwin Street
Hanford, CA 93230
Location of Company Headquarters and Branch Offices
1972
Quad Consultants
founded
1976
Knopf Engineering
founded
Quad Consultants &
Knopf Engineering merge
to form Quad Knopf, Inc.
1998
2016
Quad Knopf, Inc.
rebrands to QK
140+ QKers provide
a holistic suite of
consulting services
Today
(800) 955-7599 | QKinc.com 6
Advanced Unmanned Aerial
System (UAS) Mapping
ü
Labor Compliance
Biological Resources Land Surveying
Civil Engineering Land Use Planning
Construction Management Landscape Architecture
Environmental Permitting &
Planning Urban Design
Geographic Information
Systems (GIS) Utility Coordination
Disciplines and Staffing
QK has a diverse staff of more than 140 employees in six offices – Visalia, Clovis, Merced, Hanford, Bakersfield, and Porterville.
We provide:
Managing On-Call Assignments and Deliverables
Steps to Success
Understand Project Goals and Deliverables
• Creating a shared vision of completion obtained thorough scope development and project kickoff Project Execution Through Delivery
• Setting defining project schedule, including tasks and milestones • Regular communication with City staff via in-person/virtual meetings, emails, and phone calls - Updates and progress
- Coordination with any stakeholders
- Discussions due to unforeseen problems or issues
• Serving as an extension of City staff with seamless collaboration • Implementing mandatory QA/QC process for best outcomes • Leveraging agency relationships for successful project delivery • Conducting plan checks for constructability while managing contractor relationships Delegation
• Assigning experienced team members and resources to ensure deliverables are completed on time and within budget using our internal automated system to track budges and deliverables (800) 955-7599 | QKinc.com 7
QK provides Comprehensive Zoning Code Updates for many planning projects, please see below for an example of Form-Based Codes provided for the City of Tulare.
(800) 955-7599 | QKinc.com 8
Name | Title Role | Qualifications
STEVE BRANDT, AICP
Principal Planner
B.A. Marketing/Management
Fresno Pacific University
Certified Planner
American Institute of Certified
Planners, No. 133286
Principal-in-Charge
Steve will be vital in overseeing the City of Chowchilla On-Call Planning Services. He will provide strategic direction and guidance that align with the City of Chowchilla’s requirements and objectives. He will be pivotal in maintaining project consistency, verifying that all initiatives adhere to the City of Chowchilla’s broader objectives, and facilitating effective resource management.
TREVOR STEARNS
Senior Associate Planner
B.S. Geography
California State
University, Fresno
Geospatial Information Systems
Certificate
Project Manager | Primary Point of Contact
In his role as the primary point of contact and Project Manager, Trevor’s responsibilities will directly contribute to the efficient progress and successful completion of the City of Chowchilla’s On-Call Planning Services. Emphasizing accountability, Trevor will take the lead in proactive issue resolution and maintain regular reporting, progress updates, and milestone reviews with the City of Chowchilla and relevant stakeholders. These actions will provide transparency, facilitate collaboration, and prompt action on potential challenges, all essential for project success.
ANNALISA PEREA, AICP
Senior Planner
B.S. City & Regional Planning
California Polytechnic State
University, San Luis Obispo
Architecture & Urbanism SAB
Universidade Federal do Rio de
Janiero, Brazil
Certified Planner
American Institute of Certified
Planners, No. 29661
On-Call City Planner
Annalisa has served the City of Chowchilla as the On-Call City Planner since 2016. She brings an interdisciplinary perspective to all of her work, with an understanding on sustainability, innovate designs and socio-economic issues of the urban context. She will conduct environmental analysis and prepare CEQA-compliant documentation on a wide range of issues, utilizing both qualitative and quantitative analysis and computerized air quality modeling. With a keen understanding of sustainability and socio-economic issues, Annalisa brings an interdisciplinary perspective to all of her projects, from largescale urban planning to visionary landscape and urban design.
JAYMIE BRAUER
Principal Planner
M.A. Anthropology
University of Texas, Austin
B.S. Anthropology
Purdue University, West
Lafayette
CEQA Lead
Jaymie will tailor her approach to the unique aspects of the City of Chowchilla’s project objectives, site conditions, and applicable local, State, and national requirements. The intent of CEQA is to analyze the potential impacts and environmental consequences of a project.
She will achieve this by: informing stakeholders of the potential environmental effects of a project, identifying options to avoid or reduce environmental damage, preventing significant damage by mandating project changes through alternative methods or mitigation measures, and informing the public about why a project resulting in significant environmental impacts was approved.
C. Organization and Staffing
Project Team
(800) 955-7599 | QKinc.com 9
Name | Title Role | Qualifications
ZACHARY NEUMANN
Senior GIS Analyst
B.S. Environmental
Science, GIS Minor
Portland State University
GIS Analyst
Zachary will be vital in his role with GIS mapping services, data collection and analysis, research activities, and drafting support and help maintain the city’s geographical information system (GIS). This approach provides meaningful insights into a range of asset locations, from public works and telecommunications infrastructure to more specialized services like mineral exploration or renewable energy. QK is an ESRI Partner capable of using existing data sets with web-based ArcGIS Online technology for enhanced decision-making in urban planning, natural resource management, environmental protection, and much more!
IRENE MORENO
Assistant Project
Manager
B.A., Organizational
Leadership
Fresno Pacific University
A.A., Liberal Arts Degree
College of the Sequoias
Assistant Project Manager
Coming off a recent assignment working on-site with the City’s Community & Economic Development Department’s staff, we want to keep Irene involved with City projects. As Assistant Project Manager, she will assist Trevor with proactive issue resolution and maintain regular reporting, progress updates, and milestone reviews with the City of Chowchilla and relevant stakeholders.
She enjoys building a rapport with clients and staff to continue a good working relationship.
CHRIS MYNK, AICP
Principal Planner
B.S. Community &
Regional Planning
Iowa State University
Certified Planner
American Institute of
Certified Planners, No.
24114
Principal Planner
Chris brings a wealth of experience and enthusiasm to QK, following a successful 12-year tenure as a senior-level planning manager with the Kern County Planning and Natural Resources Department (County Planning).
While at County Planning, Chris honed his skills in CEQA and NEPA document preparation and mitigation compliance. Now at QK, he expertly manages project entitlement efforts for both public agencies and private interests, ensuring top-notch results for his clients. With a passion for delivering excellent outcomes, Chris provides in-depth technical analysis of environmental documentation related to a diverse range of issue areas. As a strong advocate for his clients, he goes the extra mile to guarantee the best possible results for their projects, which includes public outreach and close interaction with public agencies. Chris’s areas of expertise span the California Central Valley, Mojave Desert, Oil and Gas permit processing, commercialscale renewable energy (wind and solar), as well as residential, commercial, and industrial development. His upbeat approach and dedication make him an invaluable asset to the QK team and his clients. Chris will serve as a resource to the Planning team providing services to the City of Chowchilla.
Additional Support Staff
(800) 955-7599 | QKinc.com 10
Name | Title Role | Qualifications
KIRA NOGUERA
Senior Planner
B.S. Environmental Policy
Analysis & Planning
University of California,
Davis
Senior Planner
Kira brings a comprehensive understanding of public and private sector planning methods to QK’s team. She served as City Planner for Fresno and Madera before joining QK, where her role primarily involved processing planning applications, assisting developers and citizens, and managing planning projects. Her experience also includes field environmental compliance management for PG&E’s solar facilities. Kira combines all of this diverse experience to assist QK’s clients with their most difficult planning projects. During her QK tenure, Kira has furthered her planning expertise acting as Contract City Planner for the cities of Selma, Lindsay, and Rocklin, and the County of Calaveras.
CHRISTINE CHAVEZ
Senior Planner
Master of Public
Administration
California State
University, Fresno
B.A. Sociology
University of the Pacific
Management and
Supervisory Certificate
Tulare County
Transit and Paratransit
Management Certificate
Senior Planner
Christine is a highly skilled and dedicated Senior Transportation/Traffic Planner with nearly two decades of experience in planning, modeling, and public administration for multimodal transportation projects throughout the Central Valley. She has a strong background in managing multimodal planning and policy, regional transit service operations and maintenance, and local, state, and federal funding and compliance. With a keen interest in using her public administration skills to improve transportation, Christine has developed planning documents, implemented policies, and created funding strategies that have led to increased local funds for capital and operational improvements. Christine is fluent in English and Spanish and possesses excellent communication and public speaking skills, allowing her to work effectively with diverse teams and partner agencies. Her extensive experience in contract management, transit/multi-modal planning, and state and federal statutes and guidelines make Christine an invaluable asset to any transportation-focused organization.
MARINA HUENERS
Senior Associate
Planner | Urban
Designer
B.S. Landscape
Architecture
California Polytechnic
State University
A.A. Fine Arts
Moorpark Community
College
Senior Associate Planner | Urban Designer
Marina is a highly skilled urban designer and land planning specialist with over a decade of experience in the field. Her expertise covers a broad range of areas, including master planning, area development plans, site programming, and more. She’s well-versed in developing existing constraint maps, construction site documents, land acquisition entitlement plans, annexation applications, specific plans, pre-zoning entitlement reports, and municipal service review reports. One area where Marina really shines is in her ability to provide site-specific guidance that incorporates climateappropriate standards. With her guidance, communities are designed with the environment in mind. But Marina’s skills don’t stop at planning - she’s also a talented designer with a keen eye for urban and graphic design. Her ability to provide graphic representations of project visions allows clients to create communities that are not only functional and sustainable but also visually stunning.
(800) 955-7599 | QKinc.com 11
Name | Title Role | Qualifications
THOMAS KOBAYASHI
Senior Associate
Planner
B.S. City and Regional
Planning
California Polytechnic
State University
Senior Associate Planner
Thomas brings valuable experience from his five-year tenure as a Planner with the County of Fresno, Department of Public Works and Planning.
While at the County’s Development Services and Capital Projects Division, he processed land use permits, prepared CEQA-compliant documents, and presented projects to the Fresno County Planning Commission and Board of Supervisors. Additionally, he has experience in preparing NEPAcompliant documents for HUD-funded projects throughout the County of Fresno. Throughout his career, he has prepared and managed numerous projects requiring CEQA and NEPA compliance. These projects involved the preparation and management of CEQA documents, such as Environment Impact Reports and Mitigated Negative Declarations. He also has experience in preparing NEPA-compliant documents for federally funded projects, including Environmental Assessments (EA). At QK, he contributes his extensive CEQA and NEPA expertise to various projects requiring Environmental Impact Reports, Mitigated Negative Declarations, and Environmental Assessments.
DANIELLE MONSIBAIS
Senior Associate
Planner
B.A. Communication,
Minor in Marketing
California State
University, Bakersfield
Senior Associate Planner
Danielle is a Senior Associate Planner who enjoys making clients feel heard and their project needs met. She originally discovered her passion for planning when she started an internship at the Kern County Planning Department and worked her way up to a Planner 1 position, where she eventually became a Supervisor in the Kern County Planning department for 7 years. Danielle is currently Interim in Community Development at the City of Delano. Danielle sees her projects from all angles, from the very first code getting the permits for the building, to a complete product. She also oversees code enforcement, building, and planning. Danielle takes pride in being active in the communities she works in, and keeping the community involved and seen. Her favorite part of her role is developing relationships with everyone she meets, and making sure that people are heard and directed to the right source.
MARISELA MARTINEZ
Senior Associate
Planner
B.A. Urban Studies
Brown University
Senior Associate Planner
Marisela is a Senior Associate Planner who chose planning as her profession due to the love she has for the community she knows and loves – the Central Valley. She enjoys incorporating planning into the everyday lives of community members around her. Marisela is a native Spanish speaker and has experience in current, long range, and environmental planning. She has experience in Adobe InDesign and Procreate. Marisela is a member of the American Planners Association and was awarded the American Planning Association - California Chapter Public Outreach Merit Award in 2023. (800) 955-7599 | QKinc.com 12
Name | Title Role | Qualifications
ETHAN DAVIS
Associate Planner
B.A. Geography
California State
University, Fresno
Geospatial Information
Systems Certificate
Associate Planner
Ethan is a seasoned professional in the field of urban planning, with a wealth of experience gained from his time as a land use planner at the County of Fresno and his current role at QK. Drawing on his expertise in interpreting general plans, municipal codes, and zoning procedures, as well as his proficiency in Geographic Information Systems (GIS), Ethan has built a reputation for helping clients navigate the complex world of entitlement and permitting requirements. Ethan’s comprehensive understanding of planning regulations allows him to effectively review development proposals for various projects, such as Conditional Use Permits, Tentative Tracts, Variances, Time Extensions, and Director Review and Approvals. By applying his knowledge of general plans, municipal codes, and zoning procedures, Ethan is well-equipped to verify that his clients’ projects are in compliance with local regulations and positioned for success.
TIM MULICK, CPSI
Associate Planner
B.A., Landscape
Architecture & Design
Kansas State University
Certified Playground
Safety Inspector
National Recreation and
Park Association
Associate Planner
Tim is a planning and landscape architecture professional with over 25 years of diverse experience in the field. Holding a degree in landscape architecture, Tim has worked with numerous municipalities and private clients, providing services in design, compliance, data capture and analysis, and grant funding applications. His extensive background includes designing municipal, commercial, and residential landscape projects. Throughout his multifaceted career, Tim has gained significant expertise in managing schedules and budgets, as well as presenting projects and engaging in public outreach.
His experience spans various industries, including landscape architecture, commercial horticultural nursery, construction, municipal, and agricultural.
With a passion for innovative solutions and an unwavering commitment to excellence, Tim continues to make his mark in the fields of landscape architecture, planning, and community design.
(800) 955-7599 | QKinc.com 13
D. Description and Approach
City Planning Services
QK believes small cities deserve
quality professional planning services
just as much as large cities.
Our focus has always been on small-city clients who can benefit from the experience of our staff who have worked in larger cities and can share that expertise. QK will use this experience to provide the City of Chowchilla with teamsupported services that help enforce Chowchilla’s planning goals and development policies in a business-friendly fashion.
We look for solutions where there are roadblocks in the way of development projects that the City wants. Where
there are controversial projects, we will provide the Planning Commission and City Council with objective analysis while managing a project review process that honors disparate points of view. When we think there is a potential legal issue, we will recommend assistance from the City Attorney. In short, we want to be seen as an extension of the City’s staff, looking out for the City’s and the community’s best interests.
City planning departments provide a wide variety of services.
Some involve simpler, over-the-counter approvals such as sign permits, accessory dwelling units, or home occupation permits. Sometimes, people simply want information so that they know what they can do with their land. Other projects, like conditional use permits, zone changes, and subdivision maps, require discretionary action by the City Council. QK staff have experience with all these types of projects.
Principal Planner Steve Brandt, AICP, will ensure that each project has the necessary resources to meet the goals and objectives, timeline, and budget of each individual project.
Steve has more than 25 years of experience as a county
planner, city planner, Local Agency Formation Commission (LAFCO) analyst, and consultant.
When a new project is defined, Steve will work alongside Trevor to establish a team whose strengths coincide with the scope.
Our general approach for each project will be to first meet with City staff to:
1. Understand the goals of the project from the perspective of all parties affected by the project.
2. Agree on a plan for managing the project and providing for public outreach.
3. Initial data gathering and analysis.
4. And present recommendations.
Once recommendations are reviewed and accepted, specific deliverables are determined (such as new ordinances, plans, or policies ready for adoption).
With QK’s experience working as City planning staff, we can assist with staff reports, resolutions, CEQA analysis, and other services as needed by each individual project.
Annalisa Perea, AICP, will continue to serve in her role as the City of Chowchilla’s on-call Planner and the main contact for city planning services. Annalisa has more than 10 years of experience as a planner and has been serving Chowchilla since 2016. Trevor Stearns will continue to serve as Project Manager, overseeing the time allocation and invoicing.
Building upon her recent experience in Chowchilla, we will look for ways to include Irene Moreno as needs arise that she can fill as Assistant Project Manager. Acting as Principalin-Charge, Steve Brandt, AICP, will provide principal-level oversight of all planning services provided to the City of Chowchilla.
Jaymie Brauer will serve as the main CEQA and NEPA
technical consultant, assisting the team with environmental determinations and overseeing the preparation and review of CEQA and NEPA documents. Jaymie has written numerous
EIRs and Mitigated Negative Declarations.
Benefits of On-Call Contract City
Planning Team
Our team will be assisted by more than 140 professionals employed by QK to ensure that the City has access to the full capacity of our team as the City continues to design for a thriving community. By accessing the rest of QK’s technical resources, more specialized planning issues can (800) 955-7599 | QKinc.com 14
be addressed as needed, like annexation processing, NEPA compliance, or urban design concept preparation. With our deep bench of planners, we can ramp up for a larger task or scale back when the need for planning expertise is slower.
This is evidenced by our past performance, in which we
have provided more or fewer services as Chowchilla’s needs changed year to year.
QK has contracts with several other cities in the San Joaquin Valley. This gives us a larger perspective about planning trends that go beyond Chowchilla. We regularly meet to
collaborate and learn from each other; we can use what
we learn in other cities and apply that to Chowchilla when appropriate.
Tracking Project Delivery and Budget
Cities’ budgets are a constant struggle. QK can assist with that in several ways. The most important way is to work to keep our own costs down that go to the City’s general fund.
We will continue to track and invoice our time on developerdriven projects so that the cost of our services can be forwarded to the developer so that they can fully reimburse the City. Since working in Chowchilla, QK has not exceeded our non-reimbursable yearly planning budget, even when it was reduced from $50,000 to $25,000. Our staff also has the ability to prepare development impact fee studies, planning application fee studies, and utility rate studies if Chowchilla is looking to review their fee schedules.
When the City needs larger planning projects, QK has both the experience and the capacity to meet the needs. We
have prepared many General Plan Updates, Zoning Code
Updates, Design Guidelines, Parks Master Plans, and LAFCO Municipal Service Reviews for cities similar to Chowchilla.
Our experience working in Chowchilla has given us an
understanding of Chowchilla’s unique aspects, and we
can incorporate that uniqueness into these larger planning documents.
QK employs a rigorous project delivery strategy that includes an early focus on helping our clients by:
• Establishing communication protocols.
• Identifying expectations.
• Uncovering underlying interests for each project.
• Identifying specific strategies that the team can adopt to achieve those expectations.
This process is thoroughly documented and followed through to the completion of the project.
Understanding that the Project Manager plays a critical role in ensuring client success, our Project Managers, as well as all staff members, use Deltek® Vision as the primary software tool for comprehensive, effective project management.
This system helps with all aspects of project management including:
1. Project planning
2. Reporting
3. Monitoring
4. Billing
5. Correspondence
With the information provided by our powerful Deltek® Vision software, Project Managers monitor the following in real time:
1. Scope
2. Schedule
3. Budget
4. Staffing levels
5. Critical funding requirements
This tool allows QK the consistent ability to be flexible and responsive, and accurately provide clients with requested upto-date project information.
In addition, all QK Project Managers follow a detailed project monitoring schedule to help clients feel confident in the process.
This basic schedule includes at a minimum, the following:
• Weekly Reports: Project summary, deliverables, and
schedule
• Bi-weekly Reports: Accounts receivable
• Monthly Reports: Executive review of all work in
• Process, invoices, and project/client updates
(800) 955-7599 | QKinc.com 15
Real-Time
Project Tracking
Project Planning
Budget
Schedule
Communication
Quality
Team
Project Management
In addition to corporate general accounting
procedures, QK uses Deltek® Vision project-andcost-tracking software to manage each project.
The system provides up-to-the-minute tracking
capabilities including budget, schedule, and human
and capital resources.
Communication
To maintain great communication with you, we are
implementing two new internal procedures to facilitate
coordination and communication between QK and clients.
First, we will set up a [email protected] email address that you can use to contact us. When you send an email to this address, it will be received by Annalisa, Trevor, and Irene. Irene will be responsible for confirming you receive a timely response in the event either Annalisa or Trevor is out that day or unavailable. Second, as Assistant Project Manager Irene will be planning and tracking projects and resources to help keep projects aligned with schedules and budgets. Working closely with Trevor and Annalisa, Irene will help to facilitate follow-through on client deliverables, communication, and documentation. Team support will
include assisting with client meetings including scheduling, agenda preparation, and follow up.
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Quality Management Program
QK has implemented a formal Quality Management Program
(QMP) which outlines the key mandatory quality assurance and quality control procedures required for all projects undertaken by the company. A project management plan is prepared for every project. This plan includes the quality control and quality assurance (QA/QC) process to be utilized for each project.
The quality assurance procedure involves collaboration between the project manager and the reviewers to assure that all comments made as a part of the review have been addressed to the satisfaction of the person making the review. After a review has been completed, affected team members are assembled to discuss comments. This meeting identifies opportunities to resolve problems early, and allows the team to improve the company’s processes and knowledge sharing. If appropriate, “best practices” may be identified that should be considered for adoption on a company-wide basis.
QK's QMP is a
no-exceptions
company-wide
policy.
Independent
Third Party Required:
Qualified individual not involved in
design or preparation of the plans or
documents being reviewed.
Individual Quality Pledge:
Annually, each team member is required
to sign a Quality Pledge agreeing to
uphold the company’s QMP process.
No Exceptions:
QMP review takes priority over all
other project considerations, including
schedule and budget.
Accountability:
Reviewer must sign off on the final
deliverable before it leaves the office.
Specific Area of Review Identified:
Responsibility of reviewer specified in
advance. All areas of the QMP must be
covered for every project.
Qualified Reviewer:
Must be, at a minimum, peer level or
higher (experience) possessing skills
appropriate for the area being reviewed.
Quality
Management
Program [ QMP ]
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E. Cost Proposal
TECHNICAL SERVICES
Project Administrator $100 / hour
Assistant CADD Technician / Assistant CADD Designer / GIS Technician $100 / hour Associate CADD Technician / Associate CADD Designer / Associate GIS Analyst $115 / hour Senior Associate CADD Technician/ Senior Associate CADD Designer / Senior Associate GIS Analyst $125 / hour Senior CADD Technician / Senior CADD Designer / Senior GIS Analyst $155 / hour Landscape Architect Technician $115 / hour
Assistant Engineer $125 / hour
Associate Engineer $155 / hour
Senior Associate Engineer $180 / hour
Project Engineer $205 / hour
Senior Engineer / City Engineer / District Engineer $235 / hour Senior Air Quality Engineer $275 / hour
Principal Engineer $275 / hour
Assistant Environmental Scientist $100 / hour
Assistant Planner $110 / hour
Associate Planner / Associate Environmental Scientist $125 / hour Senior Associate Environmental Scientist $145 / hour
Senior Associate Planner $150 / hour
Senior Environmental Scientist $185 / hour
Senior Planner / Senior Landscape Architect $180 / hour Principal Planner / Principal Environmental Scientist $210 / hour Senior Principal Planner / Senior Principal Environmental Scientist $225 / hour Field Construction Observer $135 / hour
Senior Field Construction Observer $160 / hour
Assistant Construction Manager / Assistant Project Manager $125 / hour Associate Project Manager $139 / hour
Associate Construction Manager / Associate Field Construction Observer $150 / hour Project Manager $150 / hour
Senior Associate Construction Manager / Senior Associate Project Manager $165 / hour Senior Project Manager $195 / hour
Senior Construction Manager $195 / hour
Principal Construction Manager / Principal Project Manager $225 / hour Assistant Surveyor $120 / hour
Associate Surveyor $134 / hour
Senior Associate Surveyor $164 / hour
Project Surveyor $185 / hour
Senior Surveyor $205 / hour
One-Person Survey Crew $180 / hour
Two-Person Survey Crew $275 / hour
Three-Person Survey Crew $375 / hour
UAV Pilot $195 / hour
UAV Flight Observer $160 / hour
Fees are based on the median hourly pay rate for employees in each classification, plus indirect costs, overhead, and profit.
Plotting, Printing and Reproduction, Equipment Rental, Postage and Shipping 1.15 x Cost Transportation and per diem (QK will provide documented evidence of business travel, travel outside of work areas shall be pre-approved by Client) 1.15 x Cost Mileage $0.777 / mile
Other Expenses – Including Subconsultants & Purchased Services through Subcontracts 1.15 x Cost Rates are effective through December 31, 2024. If contract assignment extends beyond that date, a new rate schedule may be added to the contract.
Expert Witness/ Litigation support will be billed as quoted.
Rates based on “Prevailing Wage” (PW) for Construction Surveying will be determined by project and County per California law. 4/18/2024 2024 CHARGE RATE SCHEDULE
Construction and Project Management
Planning / Environmental / Landscape Architecture
PROFESSIONAL SERVICES
Engineering
Surveying
EXPENSES
Current
(800) 955-7599 | QKinc.com 18
Please see below for QK’s ability to stay within budget with the On-Call City Planning Services for Chowchilla over the last 6 years.
FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24
Budget $166,700.00 $186,533.00 $114,112.00 $94,800.00 $65,500.00 $111,000.00 Actual $151,317.35 $166,795.73 $58,834.86 $45,934.86 $45,051.46 $43,515.90 $0.00
$20,000.00
$40,000.00
$60,000.00
$80,000.00
$100,000.00
$120,000.00
$140,000.00
$160,000.00
$180,000.00
$200,000.00
On-Call City Planning Services - All
QK Budget to Actual
FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24
Budget $116,100.00 $116,000.00 $100,000.00 $50,000.00 $25,000.00 $25,000.00 Actual $72,657.87 $92,506.03 $54,286.26 $23,727.98 $23,962.26 $11,044.40 $0.00
$20,000.00
$40,000.00
$60,000.00
$80,000.00
$100,000.00
$120,000.00
$140,000.00
On-Call City Planning Services - General Fund
QK Budget to Actual
(800) 955-7599 | QKinc.com 19
58.50%
General Fund
41.50%
Developer Fund
On-Call City Planning Services - Funds
FY 2018 - 2024
General Fund Developer Fund
FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24
Budget $78,659.48 $74,289.70 $14,112.00 $44,800.00 $40,500.00 $86,000.00 Actual $78,659.48 $74,289.70 $4,548.60 $22,196.88 $21,089.20 $32,471.50 $0.00
$10,000.00
$20,000.00
$30,000.00
$40,000.00
$50,000.00
$60,000.00
$70,000.00
$80,000.00
$90,000.00
$100,000.00
On-Call City Planning Services - Developer Funds
QK Budget to Actual
Bakersfield | Porterville | Hanford | Visalia | Clovis | Merced 20 F. Résumé, Relevant Projects/Services
with References
Steve Brandt, AICP
Principal Planner
Principal-in-Charge
Steve is a highly skilled planning professional with expertise in municipal policy planning, development entitlement processing, and contract city planning. Before QK, Steve honed his skills in various planning functions with the City of Visalia. He started as front counter staff and worked his way up to manager, ultimately serving as Planning Manager of the Planning Division. He also served as Entitlements Manager at Centex Homes Central Valley Division, where he excelled at obtaining land use approvals and resolving entitlement issues. His extensive experience and expertise make him an asset to any planning team, and his positive attitude and enthusiasm make him a pleasure to work with.
RELEVANT PROJECT EXPERIENCE
City of Lemoore Contract Planning Services
Project Manager & City Planner
City of Lemoore | Lemoore, CA
2013 - Present
Project Description: QK provides contract City Engineering services and serves as City Engineer/City Surveyor. Additional tasks performed include City staff representation with project applicants, entitlement and site plan review, planning research, reports and updates to City Manager, and advisor to the Planning Commission at their meetings.
Hanford General Plan Update, EIR, Zoning Ordinance Update, Subdivision Ordinance Update, and Infrastructure Master Plans Project Manager
City of Hanford | Hanford, CA
2013 - 2016
Project Description: QK prepared a comprehensive General Plan, Zoning Ordinance (ZO) and subdivision ordinance update, as well as the supporting environmental review/reports. Important features: 1) goals, objectives, policies, and programs for elements in land use and community design; transportation and circulation; open space, conservation, recreation; health and safety; public facilities and services and Environmental Justice; 2) an extensive Public Engagement/Outreach program including a city-wide bus tour and 14 meetings with the Citizen’s Advisory Committee; 3) Preparation of a program level EIR; 4) a ZO update that reflected the City’s desire for a “Red Carpet, not Red Tape” approach.
City of Sanger Contract Planning Services
Project Manager
City of Sanger | Sanger, CA
2011 - 2014
Project Description: Provided Contract Planning Services for the City’s Community & Economic Development Department.
REFERENCES
City of Lemoore
Kristie Baley, Management Analyst
711 W. Cinnamon Drive, Lemoore, CA
93245
(559) 924-6740
City of Hanford
Jason Waters, Assistant City Manager
319 N. Douty Street, Hanford, CA 93230
(559) 585-2545
City of Sanger
Nathan Olson, City Manager
(Former Contact Dan Spears, Retired)
1700 Seventh Street, Sanger, CA 93657
(559) 876-6300
RELEVANT EXPERTISE
Project Management
General Plans / Zoning
Land Development Entitlements
Annexations / LAFCO
Master Plans/Specific Plans
Urban Development Boundaries
Bakersfield | Porterville | Hanford | Visalia | Clovis | Merced 21 Trevor is a well-rounded planner with exceptional experience in environmental compliance documentation. From research, analysis, and report writing to map creation using ArcGIS, he has authored and assisted with generating several complex CEQA documents. He serves as the contract City Planner for the City of Selma, giving him a strong understanding of municipal planning requirements and needs.
He’s processed conditional use permits, site plan reviews, variances and presented frequently to the public, Planning Commission, and City Council.
RELEVANT PROJECT EXPERIENCE
City of Selma On-Call Planning Services
Project Manager and City Planner
City of Selma | Selma, CA
2019 - Present
Project Description: QK currently provides contract planning services, including assisting planning staff with land use planning and CEQA compliance, as well as other duties are requested. Planning tasks include training City staff, review of applications, site plan reviews, writing staff reports and preparation of CEQA documents. Biological services include reconnaissance and protocol surveys in support of proposed development projects, as well as coordination with wildlife agencies.
City of Delano General Planning Services
Senior Planner
City of Delano | Delano, CA
2020 - Present
Project Description: QK provides planning services to the City of Delano for development of a General Plan and Zoning Ordinance Update. This includes a comprehensive update to the City’s General Plan and Zoning Ordinance, along with the required program Environmental Impact Report. Preparing both documents as part of a single project saves the City time and money, and makes the two documents consistent with each other, reducing confusion and delay when development projects are proposed.
Madera County Supervisorial Redistricting
Project Manager
County of Madera | Madera, CA
2021 - 2022
Project Description: QK assisted Madera County in redistricting their Board of Supervisors districts from 2020 Decennial Data from the U.S. Census Bureau. QK analyzed Population, Demographic, Voting Age, and Citizen data. This included representing the data through ESRI ArcGIS software to accurately represent the Board of Supervisors district boundaries in compliance with the Voting Rights Act and FAIR Maps Act. Multiple iterations of maps were presented at Board of Supervisor meetings and workshops with Community stakeholders and groups.
Trevor Stearns
Senior Planner
Role: Project Manager
REFERENCES
City of Selma
Jerome Keene, MAS, AICP
Deputy City Manager
1710 Tucker Street, Selma, CA 93662
(559) 891-2200 ext. 2267
City of Delano
Roman Dowling, PE
Public Works Director/City Engineer
1015 Eleventh Avenue
Delano, CA 93216-3010
(661) 720-2219
County of Madera
Matthew Treber
Chief of Development Services
200 West 4th Street, Suite 3100
Madera, CA 93637
(559) 675-7821
AFFILIATIONS
American Planning Association
RELEVANT EXPERTISE
CEQA Compliance
Geographic Information Systems (GIS)
ArcGIS & ArcMap
Environmental Planning
Land Use Planning
Bakersfield | Porterville | Hanford | Visalia | Clovis | Merced 22 Annalisa has worked in both the private and public sectors, and has been involved in her community at several levels. She has vast experience with government agency and stakeholder coordination. Annalisa conducts environmental analysis and prepares CEQA-compliant documentation on a wide range of issues, utilizing both qualitative and quantitative analysis and computerized air quality modeling. With a keen understanding of sustainability and socio-economic issues, she brings an interdisciplinary perspective to all of her projects, from large-scale urban planning to visionary landscape and urban design. Recently elected to Fresno’s City Council, she demonstrates her commitment to making a positive impact and is a valuable asset to any team looking to create sustainable designs.
RELEVANT PROJECT EXPERIENCE
City of Selma On-Call Planning Services
Senior Planner
City of Selma | Selma, CA
2019 - Present
Project Description: QK currently provides contract planning services, including assisting planning staff with land use planning and CEQA compliance, and other duties are requested. Planning tasks include training City staff, review of applications, site plan reviews, writing staff reports and preparation of CEQA documents. Biological services include reconnaissance and protocol surveys in support of proposed development projects, as well as coordination with wildlife agencies.
City of Dinuba Contract Planning Services
Associate Planner/Contract City Planner
City of Dinuba | Dinuba, CA
2014 - 2017
Project Description: Provided on-site contract planning services, reviewed preliminary plans and site plans. Prepared Directors Review Permits, staff reports, conditions of approval and other documents for proposed construction, and remodeling. Prepared environmental documentation for project compliancy with CEQA. Conducted research requests. Assisted public at the counter and telephone with inquiries from applications to zone change requests.
City of Sanger Contract Planning Services
Associate Planner/Contract City Planner
City of Sanger | Sanger, CA
2011 - 2014
Project Description: Provided on-site contract planning services, reviewed preliminary plans and site plans. Prepared Directors Review Permits, staff reports, conditions of approval and other documents for proposed construction, remodeling, and other projects. Prepared environmental documentation for project compliancy with CEQA. Conducted research requests.
Annalisa Perea, AICP
Senior Planner
Role: On-Call Planner
REFERENCES
City of Selma
Jerome Keene, MAS, AICP
Deputy City Manager
1710 Tucker Street, Selma, CA 93662
(559) 891-2200 ext. 2267
City of Dinuba
Luis Patlan
City Manager
405 E El Monte Way, Dinuba, CA 93618
(559) 591-5900
City of Sanger
Nathan Olson, City Manager
(Former Contact Dan Spears, Retired)
1700 Seventh Street, Sanger, CA 93657
(559) 876-6300
CERTIFICATIONS
Certified Regulation VIII Dust Control
Plan Preparer
SJVAPCD, No. 10659427
AFFILIATIONS
City Council Member, City of Fresno
Area 5 Trustee, State Center
Community College District
Assoc. of Environmental Professionals
U.S. Green Building Council, Board of
Directors
Bakersfield | Porterville | Hanford | Visalia | Clovis | Merced 23 Jaymie has an eclectic career that includes community development planning, CEQA compliance, and environmental documentation management. She built a successful career as a Principal Planner, following a seven-year tenure as a senior-level Planner with the Kern County Planning and Community Development Department. With over ten years of experience in CEQA compliance, Jaymie manages environmental documentation efforts for public agencies and private interests. Her expertise spans Central Valley issues such as road improvement, highway safety, renewable energy, municipal infrastructure, and waste recycling.
Jaymie has prepared numerous CEQA and NEPA documents such as Environmental Impact Statements and Environmental Assessments. She is adept at project management, technical review, and report preparation, and enjoys advocating for her clients. Her diverse professional experience and education have deepened her understanding of cultural, biological, utility, hazards, and environmental compliance.
RELEVANT PROJECT EXPERIENCE
Environmental Compliance - City of Chowchilla HSIP and CDBG Road Improvement Projects
Principal Planner/ Lead CEQA/NEPA
City of Chowchilla | Chowchilla, CA
2024
Project Description: Prepared necessary NEPA/CEQA compliance documentation such as Categorical Exemptions and Preliminary Environmental Assessments (PES) for Caltrans/HUD/CDBG related infrastructure projects. Projects include the City Storm Drain Improvement, ADA Ramp Improvements and the City HSIP Intersection.
City of Lemoore Contract Planning Services
Principal Planner/ Lead CEQA/NEPA
City of Lemoore | Lemoore, CA
2013 - Present
Project Description: QK provides contract City Planning, City Engineering, and land survey services to the City and serves as City Planner/City Engineer/City Surveyor.
Projects included Lacey Ranch EIR Review, Lennar Tract 935 Mitigated Negative Declaration (MND), Lennar Tract 848 MND, People’s Annexation MND, Cannabis Cultivation MND, Helena Chemical MND and Biological Analysis, and Stone Ranch Pipeline CEQA/NEPA Compliance.
City of Bakersfield Water Resources Department On-Call Environmental Assistance, Regulatory Permitting, and Project Management Project Manager/Principal Planner
City of Bakersfield | Bakersfield, CA
2015 - 2016
Project Description: QK provides on-call environmental, biological, and planning services for the Water Resources Department.
Jaymie Brauer
Principal Planner
Role: CEQA Lead
REFERENCES
City of Chowchilla
Jason Rogers, Director of Public Works
130 S 2nd Street, Chowchilla, CA 93610
(559) 665-8615 x 400
City of Lemoore
Kristie Baley, Management Analyst
711 W. Cinnamon Drive, Lemoore, CA
93245
(559) 924-6740
City of Bakersfield
Kristine Budak
Water Resources Director
1000 Buena Vista Rd., Bakersfield, CA
93311
(661) 326-3715
AFFILIATIONS
Association of Environmental
Professionals
RELEVANT EXPERTISE
CEQA/NEPA Compliance
Environmental Planning
Land Use/Permitting
Bakersfield | Porterville | Hanford | Visalia | Clovis | Merced 24 Zachary is a highly skilled GIS Technical Consultant who combines his expertise in GIS, programming, and data management with a forward-thinking mindset to provide clients with innovative solutions that optimize operational efficiency and productivity. He is a strategic leader and trusted advisor who partners with clients to lead the design, development, and deployment ofuser-focusedd ERM, CRM, PRM, and GIS applications. He is highly skilled in Python programming language, including ArcPy, ArcGIS API for Python, Pandas, and Django, and Hydrology, Demography, Statistical Analysis, and Business Analysis.
RELEVANT PROJECT EXPERIENCE
City of Coalinga On Call GIS Services
Senior GIS Analyst
City of Coalinga | Coalinga, CA
2022 - 2024
Project Description: Manage and deliver all GIS tasks assigned by city client including managing ArcGIS Online, all city maintained GIS Data, making maps and analyzing GIS data.
City of Lemoore On Call GIS Services
Senior GIS Analyst
City of Lemoore | Lemoore, CA
2022 - 2024
Project Description: Manage and deliver all GIS tasks assigned by city client including managing ArcGIS Online, all city maintained GIS Data, making maps and analyzing GIS data.
City of Selma On Call GIS Services
Senior GIS Analyst
City of Selma | Selma, CA
2022 - 2024
Project Description: Manage and deliver all GIS tasks assigned by city client including managing ArcGIS Online, all city maintained GIS Data, making maps and analyzing GIS data.
Zachary Neumann
Senior GIS Analyst
Role: GIS Analyst
REFERENCES
City of Coalinga
Larry Miller, Public Works & Utilities
Coordinator
155 W. Durian Ave., Coalinga, CA 93210
(559) 935-1533
City of Lemoore
Kristie Baley, Management Analyst
711 W. Cinnamon Drive, Lemoore, CA
93245
(559) 924-6740
City of Selma
Jerome Keene, MAS, AICP
Deputy City Manager
1710 Tucker Street, Selma, CA 93662
(559) 891-2200 ext. 2267
RELEVANT EXPERTISE
Geographic Information Systems (GIS)
ArcMap/ArcGIS
Product Roadmap
UI/UX
Backend and Infrastructure
Cloud Architecture
Software Design & Coding
Bakersfield | Porterville | Hanford | Visalia | Clovis | Merced 25 Irene has over 20 years of experience coordinating, organizing, and planning experience with many organizations on a variety of projects. She worked for the County of Fresno when she was introduced to Public Works and Planning which helped her become familiar with contracts, planning, and approval processes as she worked closely with the Planning Commissioners and the Board of Supervisors.
She enjoys building a rapport with clients and staff to continue a good working relationship.
RELEVANT PROJECT EXPERIENCE
City of Selma On-Call Planning Services
Assistant Project Manager
City of Selma | Selma, CA
2019 - Present
Project Description: QK currently provides contract planning services, including assisting planning staff with land use planning and CEQA compliance, and other duties are requested. Planning tasks include training City staff, review of applications, site plan reviews, writing staff reports and preparation of CEQA documents. Biological services include reconnaissance and protocol surveys in support of proposed development projects, as well as coordination with wildlife agencies.
Vinland Park Futsal and Pickleball Courts
Assistant Project Manager
City of Fresno | Fresno, CA
2023 - Present
Project Description: This project includes four new Pickleball Courts and one Futsal Court at Vinland Park. Design features for the park include lighted courts with fencing, ADA paths of travel, and amenities such as drinking fountains, benches, and landscaping.
Terry Bradley Education Center Off-Site Water & Sewer Facilities Design Assistant Project Manager
Clovis Unified School District | Clovis, CA
2022 - Present
Project Description: QK will utilize the boundary and topographic survey to prepare civil improvement plans for construction of a new educational center. QK will coordinate on approved site plan for civil design for both phases. QK will provide civil plans for Division of State Architect (DSA) milestone submittals and revise the plans to address DSA review comments. Water and sewer treatment facilities are generally considered to be specialized, involving complex systems and multiple consultants, including hydrogeology, electrical engineering, structural engineering, drilling, and other specialized support services. QK provides lead project management and coordination, design, and construction support services.
Irene Moreno
Assistant Project Manager
Role: Assistant Project Manager
REFERENCES
City of Selma
Jerome Keene, MAS, AICP
Deputy City Manager
1710 Tucker Street, Selma, CA 93662
(559) 891-2200 ext. 2267
City of Fresno
Harlavpreet Brar, Licensed
Professional Engineer, Capital Projects
Department
2600 Fresno Street, Room 4016,
Fresno, CA 93721
(559) 621-8650
Clovis Unified School District
Denver Stairs, Assistant
Superintendent of Facilities Services
1450 Herndon Ave, Clovis, CA 93611
(559) 327-9265
AFFILIATIONS
Member, Clovis Chamber of
Commerce
President, Soroptimist International of
Clovis
Member, Soroptimist
Sierra Pacific Region Board Secretary,
Soroptimist International of the
America’s
(800) 955-7599 | QKinc.com 26
G. Other Information Requested
Litigation, Mediation, or Arbitration
QK has filed a claim against a subconsultant for designs errors on a Project Design for a Client. A trial date is currently scheduled in Kern County Case No. BCV-22-102417.
The subconsultant was the primary process designer and QK was the site engineer. Since QK was the prime, accordingly, the Client filed the claim against QK. QK has satisfied the claim to Client, the Client has released QK and assigned Client’s right to pursue the subconsultant. QK is pursuing subconsultant to reimburse that claim.
Current Business Relationships with the City of Chowchilla As demonstrated throughout this document, QK considers our relationship with the City to be strong.
Since 2016, Senior Planner Annalisa Perea, AICP has served as the City of Chowchilla’s contract City Planner. As City Planner, Annalisa serves as an extension of City staff and provides technical planning services to the City Planning Commission and City Council. Her essential ongoing duties and responsibilities include approximately 20 hours per week of front counter planning staff representation for the City’s Community Development Department. Additional tasks include:
• On-site public assistance at the Planning Counter
• Review of CEQA documents
• Processing of CUPs, Tentative Subdivision Maps, and Site Plan Reviews • Planning research
• Reports and updates to City Manager
Since 2022, QK has served as Contract City Engineer for the City of Chowchilla. Merced Branch Manager Spencer Supinger, PE has provided engineering services to the City for various municipal projects, including the award-winning Chowchilla Corporation Yard New Well, Tanks, Booster Pump Stations, and Pressure Sustaining Valves Project. Senior Land Surveyor Antonio Westerlund, PLS, CFedS serves as contract City Surveyor.
Additionally, members of the QK team have assisted Annalisa, Spencer, and Antonio with providing consultant services to the City as needed for various projects. Because of these current business relationships – there is no firm better positioned to help the City with projects under this on-call agreement.
QK is not aware of any personal relationships with any current City elected official, appointed official, City employee , or family member of any current City elected official, appointed official, or City employee.
Disciplinary Claims and Bankruptcy
QK has not filed for bankruptcy under any business name in the past five (5) years. QK has not had any claims or disciplinary actions taken against its company or an of QK’s key personnel with the past five (5) years. (800) 955-7599 | QKinc.com
MERCED
(209) 7230-2066
2816 Park Avenue
Merced, California 95348
BAKERSFIELD
(661) 616-2600
5080 California Avenue, Suite 220
Bakersfield, California 93309
PORTERVILLE
(559) 781-2700
150 West Morton Avenue
Porterville, California 93257
CLOVIS
(559) 449-2400
601 Pollasky Avenue, Suite 301
Clovis, California 93612
VISALIA - HEADQUARTERS
(559) 733-0440
901 East Main Street
Visalia, California 93292
HANFORD
(559) 582-1056
609 North Irwin Street
Hanford, California 93230
Engineering | Land Surveying | Planning | Environmental | Landscape Architecture | Construction Management City of
Chowchilla
Budget
Workshop
Fiscal Year 2024-2025
Item 6.1
CLICK HERE
TO RETURN TO
THE AGENDA
Today’s Goals
Discuss the proposed budget and seek input
Identify proposed changes to the budget
Consider if additional workshops are necessary, and
proceed toward adoption of the City Budget
before June 30, 2024
Budget Process
Historical data is given to Department Heads for
their respective funds/departments (May)
Actual data (FY 2021-22 to 2022-23)
Current fiscal year budget (FY 2023-24)
Current fiscal year projected actuals (FY 2023-24 Mid-Year review) Department Heads meet with senior staff for input
Use various methods for estimating the budget
Prior year actual amounts
Prior year budgeted amounts
Specific identification
Average
Percentage increase/decrease
Budget Process
(continued)
Department Heads meet with Finance Director to
go over their budgets on a line item basis
Finance Director and staff inputs data into the
budget
Department Heads provide a list of discretionary
items they would like to be added to the budget
Personnel
Capital projects
Equipment
Reserve funding
Finance Director reviews preliminary budget with
City Administrator
Budget Process
(continued)
Discretionary items are vetted by City Administrator
and prioritized
If the budget permits, items would then be added
Budget workshop with Council
Any recommended changes to the budget will be made
Budget adoption before June 30th of current fiscal
year
Overall Budget
Assumptions
Non-recurring revenues are only used for nonrecurring expenses Restrictive revenue is utilized first
Revenues are estimated conservatively
All previously approved positions are budgeted
Previously approved Capital Projects that were not
completed in FY 23/24 were rolled over into the
24/25 budget.
City-Wide Overview
Revenues Expenses Surplus/(Deficit) 2023/2024 2024/2025 Total General Fund 13,117,364 13,567,608 (450,244) 10,362,357 9,912,113 Total Enterprise 17,738,792 19,477,657 (1,738,865) 19,416,725 17,677,860 Total Special Revenue Funds 16,689,251 17,397,212 (707,961) 18,885,046 18,177,085 Total Capital Projects Funds 2,383,000 2,383,000 - - -
Total Internal Service Funds 1,173,516 1,173,516 - 417,252 417,252 Total Trust and Agency 987,621 978,441 9,180 2,413,167 2,422,347 Total Debt Service 1,484,107 1,484,107 - 530,574 530,574 Total Successor Agency 955,230 948,684 6,546 (4,317,177) (4,310,631) TOTALS CITY WIDE 54,528,881 57,410,225 (2,881,344) 47,707,944 44,826,600 Fund Fund Name
2024-2025 Projected Budget Projected Fund Balance
General Fund Overall
Analysis
Showing a $450,244 deficit
One-Time expenditures paid for out of reserves- $680k Cost rolled over from FY 23/24
Civic Center Generator- $226k
Environmental Industrial Specific Plan- $250k
New one-time Expenditure for 24/25
Parks- Playground Equipment, New Mower, Ed Ray Lighting- $150k Community Market Analysis- $30k
Compensation Study- $24k
There is a $450k deficit with $680k of reserves being used for one-time Capital Outlay
Leaving an Operating Surplus of $230k
Comparing the Operating Surplus to Total Revenue of $13.1M that equals approx.
1.75%. This would be used incase Revenues do not come in as projected Ongoing expenditure/revenue variances
Grant Writer-$50k
ClearGov Digital Budget Book & Personnel Budgeting- $16k General Fund Revenue
Analysis
Significant Revenues
Property Tax- increase from CY per County Assessor- 3.5% increase VLF- $3.45M- increase from CY- $164,641 based off historical growth of 5% Sales tax revenues are estimated at $2.7M- per Muni Services- Most Likely Approach- Slight Decrease from 23/24
General Fund Revenue
Analysis (continued)
Building Permits - $280K
Estimated to have $250k in Residential-$10k in Commercial-$20K in Industrial
Plan Check Fees - $75K
Due to the growth mentioned above, including Century Communities, Montgomery Farms & General New Residential
Operational Costs- $1,765,813
Fluctuates year to year and the cost allocation schedule is updated every 3 year and will be updated for this FY 24/25
General Fund Revenue
Summary
Revenues are estimated to be $13.1M which is an
increase of $200k from FY 23/24 original budget
One-time grant revenues- PROP 68
Normal growth in non Comm Dev revenues being assumed again Sales tax has seemed to finally plateau and we are sticking to the more conservative approach
Increase in investment earnings due to recent investments General Fund Expense
Analysis
Expenses are estimated to be $13.5M which is
about $200k more than the original FY 23/24 budget
Labor costs
2%-3% MOU Increase based on bargaining unit
Health Insurance- 8% increase Personnel
One-time grant expenditures
One time expense for the Environmental Industrial Specific Plan, Parks Upgrades, Ed Ray Lighting, Civic Center Generator.
General Fund Expenses
by Department
City Council
City Clerk 0.74%
2.13%
City Attorney
1.43%
General ServicesGeneral Government
13.46%
General Admin
2.16%
Administrative
Services
3.42%
City
Property
0.41%
Community &
Economic
Development
11.48%
Finance
6.62%
Police Sworn
37.68%
Fire
12.52%
Community
Pool
0.18%
Senior Services
0.33%
Parks & Facilities
5.61%
Community
Relations
1.81%
General Fund Expenses
by Type
Capital Outlay
14.91%
Debt Service
10.03%
Operations and
Maintenance
24.35%
Overhead Allocations
5.88%
Salaries and Benefits
44.71%
Transfers Out
0.11%
General Fund Reserve
Analysis
Approved Budget Projected Budget
FY 2023-2024 FY 2024-2025
Total Revenues & Transfers In 14,005,285 13,117,364
Total Expenditures & Transfers Out 13,329,548 13,567,608 Net Change in Fund Balance 675,737 (450,244)
Nonspendable Fund Balance 424,731
Committed Fund Balance - Emergency Contingency + Budget Deficit 910,223 Assigned Fund Balance 39,003
Unassigned Fund Balance 12,552,628
13,926,585
12,552,628
Projected FY 24/25 Surplus/(Deficit) (450,244)
Projected FY 24/25 Unassigned Fund Balance 12,102,384
13,012,607
Unappropriated Fund Balance% of Expenses 108%
GFOA Recommended minimum amount of Reserve - 2 months of Expenses 17% Amount of Expenditures 13,567,608
T/O's for 1-time expenses -
Capital Outlay - 1,536,604
Operating Expenditures 12,031,004
General Fund Operating Expenses Reconciliation
GENERAL FUND
Revenues VS Expenditures
Fund Balance PER FY 22/23 Audited Financial Statements
Total Fund Balance
FY 22/23 Unassigned Fund Balance
Projected FY 24/25 Unappropriated Fund Balance
Enterprise Funds
Operations by Fund
Revenues Expenses Surplus/(Deficit) 2023/2024 2024/2025 Enterprise Funds
200 Airport 171,612 181,914 (10,302) 982,975 972,673
220 Storm Drain 3,430,013 3,414,192 15,821 4,224,115 4,239,936 240-242 Sewer 4,880,308 5,453,083 (572,775) 8,396,913 7,824,138 260 Solid Waste 2,542,154 2,506,415 35,739 1,012,108 1,047,847 280-283 Water 6,714,705 7,922,053 (1,207,348) 4,800,614 3,593,266 Total Enterprise 17,738,792 19,477,657 (1,738,865) 19,416,725 17,677,860 Fund Fund Name
2024-2025 Projected Budget Projected Fund Balance
Enterprise Funds Overall
Analysis
Airport: ($10,302 Deficit)
$6,160 Reserve For Retroreflective Markers
Depreciation is $26,714
Storm Drain: $15,821 Surplus
Grant Revenue to be transferred in to cover Storm Drain Projects Large increase in Investment Earnings due to recent investments Sewer: ($572,775 deficit)
$315k due to depreciation
$160k Rollover for a Tractor Replacement for dredging/weed abatement $300k for Aeration Upgrade- Rollover
$30k to Replace Chain Scrapers- Rollover
$250k for Sewer Main Replacements in various locations $110k Install Screw Press
Solid Waste: $35,739 Surplus
3% Increase due to Prop 218- cover costs and build up reserves Water: ($1,207,348)
$506k due to depreciation
$630k of capital reserves going towards Well #15 and Water Main Replacements throughout the City
$75k towards SCADA Replacement for the Well Sites
Enterprise Funds Overall
Analysis
Personnel:
Water
Looking to still fill the Water System Worker III position Wastewater
We have a few vacant positions in Wastewater, we are still looking for Plant Operators and a Wastewater System Supervisor
Enterprise Funds Revenue
Analysis
Water Fund:
Charges for Services are estimated to be $2.95M
5% increase in charges for services per the last Prop 218 Sewer:
Charges for Services are estimated to be $2M
5% increase in charges for services per the last Prop 218 Solid Waste:
Charges for services are estimated to be $2.45M
3% increase in charges for services per last Prop 218 Enterprise Funds Revenue
Analysis (continued)
Storm Drain:
Total revenues are estimated to be $3.4M
Storm Drain was not included on the Prop 218, therefore there are no annual increases
Has a $126k yearly revenue for Capital Improvements
Includes $3,036,562 Prop 1 Grant for Storm Drain Project Includes $131,900 Transfer In from CDBG to Cover Kings Ave Project Airport:
Total revenues estimated to be $171,612
This is due to a FAA Grant & Caltrans Aeronautics Grant Enterprise Funds Expense
Analysis
Water:
Estimated Expenses total $7.9M
Increased Energy Costs
Added $54k for Prop 218
Capital Outlay- $3.67M
Water Tank Back-Up Generator -$533k (ARPA Funds)
Well #15 Included in Rate Study– $380K (Reserves)
Well #16- $1,460,000 (ARPA Funds)
Berenda Slough Water Extension- $944,230 (ARPA Funds) Water Main Replacement Various Location- $250k (Reserves) Solid Waste:
Estimated expenses total $2.5M which is a slight increase from the prior year Mid Valley contract with increased rates
$50k for Required Mulch purchase due to SB1383
$12k for Prop 218
Enterprise Funds Expense
Analysis (continued)
Sewer:
Estimated expenses total $5.45M which is a significant increase from the PY
Capital Outlay of $3.3M
SCADA Replacement- $40k
Aeration System Upgrade Design- $650k (DIF)(Reserves) Replace Chain Scrapers- $30k
Tractor Replacement- $160k
Install Screw Press- $110k
Sewer Main Replacements- $250k
Fairmead Consolidation- $2,066,300 (High Speed Rail Reimbursement) New Vehicle-$10k
Enterprise Funds Expense
Analysis (continued)
Storm Drain:
Estimated expense of $3.4M which is about a $300k decrease from the prior year
Drainage projects- $3.2M
Kings, Sonoma & Truman Pond Reconfiguration
Airport:
Estimated expense of $181,914 which is a large increase from the prior year
Taxiway Retroreflective Markers- $112,000
Water Fund Reserve
Analysis
Water Fund Approved Budget Projected Budget
FY 2023-2024 FY 2024-2025
Total Revenues & Transfers In 4,678,331 6,714,705
Total Expenditures & Transfers Out 6,043,973 7,922,053
Net Change in Fund Balance (1,365,642) (1,207,348)
Fund Balance PER FY 22/23 Audited Financial Statements Accrual Basis Cash Basis 6,166,256 1,915,808
Projected FY 24/25 Surplus/(Deficit) 2,653,809 (701,199) Total Projected Fund Balance 8,820,065 1,214,609
Restricted Fund Balance- Depreciation 500,000
Total Projected Unrestricted Fund Balance 714,609
Fund Balance - % of Operating Expenses 21%
City Reserve Policy Percentage 25%
Note: Difference between Accrual and Cash Basis Fund Balance is long-term assets and liabilities Revenues VS Expenditures
Solid Waste Fund Reserve
Analysis
SOLID WASTE FUND Approved Budget Projected Budget
FY 2023-2024 FY 2024-2025
Total Revenues and Transfers In 2,517,112 2,542,154
Total Expenditures and Transfers Out 2,139,967 2,506,415 Net Change in Fund Balance 377,145 35,739
Accrual Basis Cash Basis
638,175 638,175
Projected FY 24/25 Surplus/(Deficit) 35,739 35,739
Total Projected Fund Balance 673,914 673,914
Fund Balance- % of Expenses 27%
City Reserve Policy Percentage 25%
NOTE: Difference between Accrual and Cash Basis Fund Balance is long-term assets and liabilities Revenues VS Expenditures
Fund Balance PER FY 22/23 Audited Financial Statements
Sewer Fund Reserve
Analysis
Sewer Fund Approved Budget Projected Budget
FY 2023-2024 FY 2024-2025
Total Revenues and Transfers In 2,414,773 4,880,308
Total Expenditures and Transfers Out 2,238,519 5,453,083 Net Change in Fund Balance 176,254 (572,775)
Accrual Basis Cash Basis
8,220,659 3,649,125
Projected FY 24/25 Surplus/(Deficit) 2,788,158 (258,319) Total Projected Fund Balance 11,008,817 3,390,806
Restricted Fund Balance- Depreciation 500,000
Total Projected Unrestricted Fund Balance 2,890,806
Fund Balance- % of Expenses 168%
City Reserve Policy Percentage 25%
NOTE: Difference between Accrual and Cash Basis Fund Balance is long-term assets and liabilities Revenues VS Expenditures
Fund Balance PER FY 22/23 Audited Financial Statements
Storm Drain Fund
Reserve Analysis
STORM DRAIN FUND Approved Budget Projected Budget
FY 2023-2024 FY 2024-2025
Total Revenues & Transfers In 776,812 3,430,013
Total Expenditures and Transfers Out 738,323 3,414,192
Net Change in Fund Balance 38,489 15,821
Accrual Basis Cash Basis
Fund Balance Per FY 22/23 Audited Financial Statement 4,185,627 2,117,736 Projected FY 23/24 Surplus/(Deficit) 660,462 94,457
Total Projected Fund Balance 23/24 4,846,089 2,212,193
Projected FY 24/25 Surplus/(Deficit) 3,238,494 71,789
Total Projected Fund Balance 24/25 8,084,583 2,283,982
Operating Reserve FY 24/25 136,087
Capital Reserve FY 24/25 2,147,895
Operating Reserve- % of Expenses 100%
City Reserve Policy Percentage 25%
Note: Difference between Accrual and Cash Basis Fund Balance is long-term assets and liabilities Revenues VS Expenditures
Special Revenue Funds Summary
Revenues Expenses Surplus/(Deficit) 2023/2024 2024/2025 Special Revenue Funds
300 Regional Surface Transportation Program (RSTP) 209,862 209,862 - - - 301 Gas Tax 538,310 920,787 (382,477) 1,778,185 1,395,708 302 RMRA 530,131 100,056 430,075 1,326,023 1,756,098
303 American Rescue Plan Act (ARPA) 82,280 2,937,230 (2,854,950) 3,070,562 215,612 304 Highway Safety Improvement 563,810 563,810 - - -
305 Streets & Roads- LTF 3,857,557 3,644,314 213,243 924,341 1,137,584 310 Maintenance Assessment District 330,922 326,640 4,282 713,495 717,777 325 Transit 779,514 779,514 - - -
340 Measure N 2,757,537 2,672,951 84,586 2,753,365 2,837,951 341 Fire SAFER Grant 41,398 41,398 - - -
350-357 Measure T 1,056,506 470,106 586,400 2,460,473 3,046,873 380 Fire Impact Fees 171,285 84,412 86,873 58,473 145,346 382 Public Building Impact Fees 321,984 160,857 161,127 (396,769) (235,642) 383 Park Com/Rec Centers 80,944 40,472 40,472 - 40,472
384 Park Development Fees 549,741 361,776 187,965 189,649 377,614 385 Park In Lieu Fees/Quimby Fees 338,606 169,303 169,303 - 169,303 386 Police Impact Fees 215,292 103,255 112,037 470,735 582,772 388 Wastewater Impact Fees 359,549 517,806 (158,257) 1,213,058 1,054,801 390 Signalization Impact Fund 80,914 95,793 (14,879) 532,608 517,729 392 Storm Drain Impact Fees 241,331 119,413 121,918 120,244 242,162 394 Streets & Roads Impact Fees 592,093 277,142 314,951 2,002,866 2,317,817 396 Water Impact Fees 373,976 182,976 191,000 32,014 223,014 400 CDBG grant PI 7,339 45,000 (37,661) 90,634 52,973
402 CDBG Planning Grant for Kings 131,900 131,900 - - - 403 CDBG Planning Grant for Sidewalks 44,514 44,514 - - - 450 HOME Grant PI 29,000 3,100 25,900 1,343,122 1,369,022 452 HOME Grant 2019 500,000 500,000 - (14,584) (14,584) 453 HOME-Shasta 3,776 3,700 76 4,455 4,531
454 Home Grant 2018 500,000 500,000 - - -
460 Cal Home State Grant 700,000 700,000 - - -
470 20 PLHA Grant 662,295 662,295 - - -
496 Community Development Grants 10,000 10,000 - - -
497 Community Development Grants 10,000 10,000 - - -
498 NSP Olivero 16,885 6,830 10,055 167,822 177,877
Total Special Revenue Funds 16,689,251 17,397,212 (707,961) 18,885,046 18,177,085 Fund Fund Name
2024-2025 Projected Budget Projected Fund Balance
Special Revenue Funds
Detail
Streets and Roads related Funds
RSTP: Chowchilla Blvb Rehab $210k
Gas Tax: Transfer Out to Streets Oper- $494k, Capital Project Funds - T/O $382K RMRA: T/O for Street Projects $100k
ARPA: $2.9M T/O to Water Well #16, Water Tank Back-up Generators, Berenda Slough Water Extension
HSIP: $564K for Intersection Improvements
$40k for Mini Excavator for Streets
$90K Large Tractor Mower
$42k for Vehicle Lease Payment
$894k Robertson Median Improvements reimbursed by Clean CA Grant $742,523 for Chowchilla Blvd Rehab- Various Funding Sources $45k for Sidewalks reimbursed by CDBG Planning Grant
Measure T:
T/O Humboldt Ave Rehab Phase 2 – $71k
T/O Chowchilla Blvd Project – $189k
T/O New Transit Bus – $74k
T/O General Street Maintenance – $130k
Special Revenue Funds
Detail (continued)
Impact Fees
Estimating roughly 150 residential units- $1.5M
Using $350k for WWTP Aeration System Upgrade from Wastewater Impact Using $60k for System Improvement Intersections from Signalization Impact CDBG
$132k - T/O for Kings Ave Project to Storm Drain
$44k - T/O for Sidewalk Planning Grant to Streets
HOME
$1M grant for housing
$700k grant for housing
LLMD
$330k budget- $6k more than CY
Special Revenue Funds
Measure N-Summary
FY 23/24
Approved
Budget
FY 24/25
Projected
Budget Difference
REVENUES
Sales Tax 2,786,496 2,693,725 (92,771)
Investment Earnings 41,512 63,812 22,300
Audited Balance from 22/23 3,199,699 2,753,365 (446,334) Total Available Funds 6,027,707 5,510,902 (516,805)
EXPENDITURES
POLICE
Personnel & T/O for Existing Staff 1,036,784 990,441 (46,343) Equipment & Other 251,683 319,888 68,205
Capital Needs 276,153 920,864 644,711
Total Police 1,564,620 2,231,193 666,573
FIRE
Personnel 232,028 260,372 28,344
Equipment & Other 76,641 81,386 4,745
Capital Needs 1,401,053 100,000 (1,301,053)
Total Fire 1,709,722 441,758 (1,267,964)
TOTAL EXPENSES 3,274,342 2,672,951 (601,391)
Estimated Balance for 24/25 2,753,365 2,837,951 84,586
Special Revenue Funds
Detail- Measure N
Revenues
Budgeted at the higher amount anticipated of $2.76M instead of the ballot- $1.5M Based on MuniServices most likely approach Projections Expenditures
Administrative Costs
$137k for Measure N Renewal & Elections
Police
$800k for Radio/911 Communications Upgrade
$33k for RIMS Support
$32k for Recording System
$56k for ½ of PD Fleet and upfitting
3% Baseline Increase from MOU
Fire
$100k towards capital reserve for Future Fire Engine
Public Safety Expenditure Requirement
Ordinance Section 3.13.120 (C)- 44-48% of GF Budget
Police 38%, Fire-13%, Total 51%
Capital Project Funds
Summary
Revenues Expenses Surplus/(Deficit) 2023/2024 2024/2025 Capital Projects Funds
588 Berenda Slough Bridge 2,208,000 2,208,000 - - -
591 Bridge Preventive Maintenance 175,000 175,000 - - - Total Capital Projects Funds 2,383,000 2,383,000 - - -
Fund Fund Name
2024-2025 Projected Budget Projected Fund Balance
Capital Project Funds
Detail
Berenda Slough Bridge(588)
To Be Completed in 24/25
Gas Tax & Highway Bridge Program Grant
Bridge Preventive Maintenance Program (591)
To be Completed in 24/25
Gas Tax & Highway Bridge Program Grant
Internal Service Funds
Detail
IT
Equipment upgrades-
$18k 3 New MDT’s for PD
$10k PD 911 Room Switch Rack Upgrade
$5k for Verizon ER Park Project
$38k for Shoretel System & Phone Upgrade
Fleet
Status quo budget with personnel only increases
Trust and Agency Funds
Continue working with NBS and Neumiller &
Beardlee
Collections
Foreclosures
Disclosures
Successor Agency
Analysis
The Agency is budgeted to have a $6,546 surplus in
FY 24/25
All expenditures in the Agency are approved
obligations by the Department of Finance as
submitted on the Annual Recognized Obligation
Payment Schedule (ROPS) which pays for the
expenses.
Debt service payments are included on the ROPS
Capital Outlay-General
Fund
Generator for Civic Center- $226K
PD-$45k New Body Cameras, ½ of Vehicle Lease
Payments and Upfitting, $18k for Evidence Wall
Park Improvements- $100k For playground equipment,
Ed Ray Lighting, New Mower and Upfitting for preenterprise vehicle ED Ray Building AC Replacement- $67k
Pickle Ball Court- $120k –Prop 68 Grant
Fleet Program- Parks $38k, Fire $8,694, Admin $6,569
Public Outreach
Used social media to solicit responses from the
public
138 Responses
Streets / Roads/Lights 25
Infrastructure 5
Beautification/Maintenance/Alley Cleanup/code enf/ weed abatement 19 Sidewalks/ Walklanes/Bikelanes 16
Utilities 2
Homeless 7
Safety 13
Animal Control 4
Parks 3
Activities/Events/ Sports 4
Dog Park 8
Entertainment Business: water park,
skating rink, movie theater, bowling ally,
splash pad, jumping center, laser tag,
arcade, pool hall, use of pool
14 Commerce 15
Housing/ADU 3
Total Comments By Subject
Questions and
Answers
REPORT TO THE CITY COUNCIL
Item 6.2
CLICK HERE
TO RETURN TO
THE AGENDA
Meeting of: May 28, 2024
AGENDA SECTION: New Business
SUBJECT: Consideration of a Resolution Approving the Athletic Field Policy PREPARED BY: Stacy Wisener, Deputy Director of Recreation and Community Engagement ATTACHMENTS: Resolution – Athletic Field Policy
REVIEWED BY
ADMINISTRATOR ☒ REVIEWED BYATTORNEY ☒ REVIEWED BY FINANCE ☒ RECOMMENDATION:
The City Council adopt the resolution to approve the Athletic Field Policy as presented.
BACKGROUND:
The City of Chowchilla has used past practices as a guide for the use of the Athletic Fields owned by the City. As field use has become more in demand, it has become necessary to have a policy outlining the General policy, allocation priority, facility use agreements, and other field use.
Currently, the fields are in regular use by the following:
City of Chowchilla Soccer Complex Area
All of the soccer fields are used by the Chowchilla Community Soccer League, whose regular recreation league is Spring, Summer, and Fall, and competitive level seasons run throughout the year. The regular recreation league has 495 participants, and competitive play has 120 participants from our community.
The soccer fields next to the Kites area are used by Chowchilla Flag Football, whose regular recreation league is in the Winter Season. Flag football hosts 118 participants each season.
If field availability permits, Chowchilla Union High School also uses the soccer complex for soccer practice and games until their fields are accessible.
City of Chowchilla Softball Fields #1 & 2
Softball Fields 1 and 2 are used by Chowchilla Girls Softball Organization, whose regular recreation season runs in Spring and competitive level runs throughout the year, two to three days a week when rec league is not in use. The regular recreation league has 218 participants, and competitive play has approximately 20 participants.
Softball Fields 1 and 2 are used by Adult Recreation Softball, whose regular recreation season is summer and fall. The fields are used twice a week in conjunction with Chowchilla Girls Softball. The regular recreation league has 160 adult participants.
Softball Field #2 is used by Chowchilla Union High School for JV Softball for games in the afternoons before Girls Youth Softball.
City of Chowchilla Baseball Field
The baseball field is used by Chowchilla High School JV Baseball, which plays from the winter into the Spring.
Little League baseball occasionally uses the fields, especially during the all-star season in summer.
As listed above, the City of Chowchilla fields are constantly rotated and used by our community. When the respective sports seasons are over, the fields can be rented by the community or other local associations if available.
REASON FOR RECOMMENDATION:
The City recognizes that sports are a fundamental component of recreation and that field availability is necessary for sports organizations. The City has experienced growth in the number of participants in each sport over the last several years, and is anticipated to continue. The Recreation Department has already experienced an increased demand for the use of City athletic fields by organizations, and the City has a limited number of fields. A policy is needed for transparency and to outline field use benefiting Chowchilla residents.
FISCAL IMPACT:
There is no fiscal impact to the general budget. The approved budget includes an appropriation for park facilities maintenance. The renter, per our Master Fee Schedule, pays for the lighting use.
ALTERNATIVES:
The alternative is not to approve the policy and maintain the status quo.
ACTIONS FOLLOWING APPROVAL:
The policy will go into effect immediately.
COUNCIL RESOLUTION # -24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHOWCHILLA, CALIFORNIA,
ADOPTING A FIELD USE POLICY
WHEREAS, the City of Chowchilla owns and operates various parks and sports fields; and
WHEREAS, the City of Chowchilla encourages active, healthy, and safe recreation for all ages; and
WHEREAS, the City is committed to maintaining sports fields for use by Chowchilla Residents and local Sports Organizations; and
WHEREAS, the City is committed to maximizing play time through efficient scheduling, including field recovery periods and needed maintenance; and WHEREAS, the City is committed to clearly communicating expectations for field use; and WHEREAS, the City recognizes the increasing demand for sports fields and is committed to providing field use for local sports organizations that benefit the community by using City facilities.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chowchilla hereby finds, determines, and declares the following:
1. The recitals above are true and correct; and
2. The City of Chowchilla Athletic Field Use Policy, attached hereto as Exhibit “A,” is hereby adopted.
3. This Resolution and the policy established by this Resolution shall take effect immediately.
PASSED AND ADOPTED by the City Council of the City of Chowchilla this 28th day of May 2024 by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED:
___________________________________
Kelly Smith, Mayor
ATTEST:
___________________________________
Joann McClendon, CMC, City Clerk
CITY
POLICY
TITLE: Athletic Field Use Policy PAGE: 1 of 4
EFFECTIVE DATE: April, 2024 COUNCIL RESOLUTION: ##-##
1. PURPOSE
The purpose of this policy is to define the requirements to schedule use of City of Chowchilla (“City”) recreation fields. This policy applies to all organizations, other than the City Recreation Department (“Recreation Department”), scheduling the use of City recreation fields.
2. GENERAL POLICY
1. The Recreation Department will coordinate and allocate the use of its athletic fields for organizations to hold league play, practice, and other sport-related events.
2. The Recreation Department will monitor proper use of reservations and permits.
3. First priority will be given to Recreation Department Sports Programs and City Special Events.
4. Athletic fields will then be allocated based on priority as listed below. This does not guarantee that every organization will receive the fields they request.
5. The City reserves the right to increase or decrease the number of fields assigned to an organization based upon usage, the need to accommodate local organizations, and the unavailability of fields due to maintenance.
6. Should any situation arise that is not specified in this policy, the Recreation Department shall determine field allocations for the season, at the Recreation Department’s sole discretion.
Consideration may be given to organization history of use or past practice.
3. ALLOCATION PRIORITY
1. City Recreation Programs.
2. Non-Profit Sports Organizations who are entered into a Facility Use Agreement with the City.
3. Adult Non-Profit Sports Organizations.
4. Local Travel Teams when fields are open and not in contracted use. A local Travel Team is defined as Chowchilla youth sports team, with a roster made up of primarily made of Chowchilla residents who is a part of a private club or sports program, not a recreational league or affiliated with a school.
4. FACILITY USE AGREEMENTS
Organizations and the City may enter into a Field Use Agreement, at the City’s sole discretion, and which includes the following terms:
Athletic Field Use Policy Page 2 of 3
1. Either the parent organization or the organization must be recognized as being exempt from federal income tax in accordance with the Internal Revenue Code, be able to provide an appropriate determination letter from the Internal Revenue Service (“IRS”) recognizing the organization's exemption, and maintain an active tax-exempt status for the duration of the Field Use Agreement.
IRS Website Reference Tax Information for Charities & Other Non-Profits, https://www.irs.gov/charities-non-profits.
2. The organization must provide a benefit to the City, as determined by the Recreation Department.
3. Field Use Agreements give priority to the organization when scheduling athletic field use. Rental of the fields is only available when a contracted sport is not in season; they have precedence.
4. Organizations with a Field Use Agreements do not pay for field use however, Field Use Agreements require the organization to provide field amenities and/or improvements, as determined by the Recreation Department.
5. Organizations with a Field Use Agreement are responsible for paying light fees, as established by the City of Chowchilla Master Fee Schedule.
6. The organization must operate under a Board, a majority of whose officers are residents of the City.
7. Field Use Agreements shall be primarily for the benefit of City residents. The majority of the sports roster must be City residents. Rosters may be requested, by the City and at the City’s sole discretion, to determine if the organization is made up of local participants and the determination will be made at the sole discretion of the Recreation Department.
8. The organization must provide proof of insurance coverage with the required limits and name the City as additional insured. Further information on insurance requirements can be found below in section 6.
9. The City and organization may lock the fields to prevent usage during the organization’s season.
After the season, the fields will remain unlocked for public use.
10.The City must approve all tournaments. Guidelines for tournaments will be provided to the organization by the Recreation Department.
11.All reservations must be made with the Recreation Department by the organization’s responsible representative, i.e. Head Coach, Team Manager or President of Organization.
12.All rules and regulations found in the Field Use Agreement must be adhered to.
5. OTHER FIELD USE (WITHOUT FACILITY USE AGREEMENT)
Outside Field Use Agreements, the City may rent to other entities that wish to use the fields.
Organizations wishing to use City athletic fields must have a reservation approved by the Recreation Department and meet the following requirements.
1. Complete and submit the Sports Field Reservation Form (“Reservation Form”) to the Recreation Department for review and determination. Reservations must be submitted no less than three (3) City Hall business days before the event date.
2. The Reservation Form must be signed and agreed to by the organization’s responsible representative, i.e. Head Coach, Team Manager or President of Organization.
3. Submit field use and light fees as stated in the City Master Fee Schedule. All fees must be made prior to the reservation.
4. The majority of the roster must be Chowchilla Residents. Rosters may be requested to determine if the organization is made up of local participants. Determination of met requirement is at the discretion of the Recreation Department.
Athletic Field Use Policy Page 3 of 3
5. The organization has to produce proof of insurance coverage with the required limits and name the City of Chowchilla as additional insured. Further information on Insurance requirements can be found below in section 6.
6. No Tournaments allowed to be held, unless approved by the City of Chowchilla. Guidelines for tournaments will be provided to the organization by the Recreation Department.
7. Groups who have reserved field use are expected to follow the schedule submitted on reservation form. At no time is an organization authorized to sublet or reissue the use of the fields to other groups.
8. All rules and regulations found in the Reservation Form must be adhered to.
6. INSURANCE REQUIREMENTS
1. The organization shall carry a liability insurance policy, or its equivalent, with a reputable insurance company. The organization shall not use the facilities for any purpose prior to providing city with evidence of insurance.
2. The liability insurance policy must have the following minimum limits (commonly provided options):
• Each Occurrence – $2,000,000
• Personal & Advertising Injury – $2,000,000
• General Aggregate – $4,000,000
• Products/Completed Operations – $2,000,000
• Damage to Rented Premises (each occurrence) – $300,000 • Medical Expenses (any one person) – $10,000
• The liability insurance policy shall cover the full term noted on the Reservation Form or Field Use Agreement. The liability insurance policy shall provide that coverage will not be canceled, materially changed, or permitted to expire without a sixty (60) day prior written notice to the City at 130 S. 2nd Street, Chowchilla CA 93610.
3. Liability insurance does not usually cover tournaments. Additional Insurance requirements will be required for tournaments that are not sanctioned with affiliated sports organization.
7. IMPLEMENTATION AND OVERSIGHT
The City Administrator and/or designee has responsibility for the implementation and oversight of this policy.
REPORT TO THE CITY COUNCIL
Item 6.3
CLICK HERE
TO RETURN TO
THE AGENDA
Meeting of: May 28, 2024
AGENDA SECTION: New Business
SUBJECT: Resolution Approving Annexation #1 to Community Facilities District # 2022-1 (Public Safety, Maintenance & Services) PREPARED BY: Mark Hamilton, City Clerk
ATTACHMENTS: Resolution, Petition to Annex Property to a CFD
REVIEWED BY
ADMINISTRATOR ☒ REVIEWED BYATTORNEY ☒ REVIEWED BY FINANCE ☒ RECOMMENDATION:
That the City Council approve a Resolution of the City Council of the City of Chowchilla, State of California, Declaring its Intention to Annex Territory into a Community Facilities District and to Authorize the Levy of Special Taxes Therein.
BACKGROUND:
The City of Chowchilla formed Community Facilities District No. 2006-1 (“CFD 2006-1”) in October 2006 to provide funding for, among other things, additional police services, fire protection and suppression services, park maintenance, and storm drainage system operation and maintenance needed as a result of new development within the City. Three distinct development projects were included in the CFD 2006-1 boundary.
As the cost of providing service has increased over time, the City contracted with NBS to prepare a Fiscal Impact Analysis to determine if the special taxes within CFD 2006-1 were commensurate with the cost of providing services to new development. That Fiscal Impact Analysis estimated the amount of revenue the City receives for ongoing services as a result of new development and compared that to the cost of providing public safety services. The result indicated that the rates established with CFD 2006-1 (as escalated pursuant to the methodology) were not sufficient to offset the negative fiscal impact for specific development types.
To implement the rates calculated by the Fiscal Impact Analysis, the formation of Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) (“CFD 2022-1”) was approved in June 2022 and formed in July 2022. CFD 2022-1 is to be used going forward as the funding mechanism for public safety and maintenance services for new development in the City. CFD 2006-1 would remain in place and those parcels that are within the boundaries of CFD 2006-1 would remain subject to CFD 2006-1 special taxes.
At this time, the Applicant, Century Communities of California, LLC, has requested that the City Council consider approval of the annexation of the Lone Oak project to CFD 2022-1. The proposed annexation area would include 203 single-family residential lots and 2 out-lots, which will be neighborhood pocket parks. The Final Map for Subdivision 22-0010, Lone Oak, was approved by City Council Resolution No. 80-22 on September 27, 2022. The Applicant entered into a Development Agreement (DA) with the City on November 28, 2023.
REASON FOR RECOMMENDATION:
The annexation of the Lone Oak project to CFD 2022-1 will allow the City to levy special taxes on those parcels to fund public safety and maintenance services in the proposed annexation area, as specified in Exhibit B to the Resolution of Intention.
FISCAL IMPACT:
If the annexation to CFD 2022-1 is approved, the City will annually levy a special tax on the parcels in the proposed annexation area to fund the specified public safety and maintenance services, with rates as specified in the Rate and Method of Apportionment of Special Tax for the CFD (Exhibit C to the Resolution of Intention), increasing by a maximum of 3% per year.
The maximum annual special tax rates will be determined at the time parcels are annexed to the CFD. Included in the special tax rates are amounts to help offset increased staff time to administer this CFD, along with costs associated with other administration costs anticipated to be incurred by the CFD.
ALTERNATIVES:
If the requested action is not approved, the property could not annex into CFD 2022-1 and the special tax would not be levied on the subject property.
ACTIONS FOLLOWING APPROVAL:
The annexation to CFD 2022-1 will occur only if, following a public hearing on the matter to occur at the July 9, 2024, City Council meeting at which there is no majority protest, the owners of at least two thirds of the acreage of the parcels to be annexed to CFD 2022-1 vote in favor of the annexation.
COUNCIL RESOLUTION # XX-24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHOWCHILLA, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY INTO COMMUNITY FACILITIES DISTRICT 2022-1 AND TO AUTHORIZE THE LEVY OF SPECIAL TAXES THEREON
CITY OF CHOWCHILLA
COMMUNITY FACILITIES DISTRICT NO. 2022-1
(PUBLIC SAFETY, MAINTENANCE & SERVICES)
ANNEXATION NO. 1
WHEREAS, under the Mello-Roos Community Facilities Act of 1982 (Sections 53311 and following, California Government Code; hereafter referred to as the “Act”), the City Council of the City of Chowchilla (the “City”) previously conducted proceedings to establish the City of Chowchilla Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) (the “District”); and
WHEREAS, this City Council has received a Petition (including Waivers) from the landowners of the Loan Oak development requesting to annex their territory into the District under the Act, to provide police protection services, fire protection and suppression services, and the maintenance and lighting of parks, parkways, streets, roads and open space, and appurtenances related thereto; and
WHEREAS, under the Act, this City Council is the legislative body for the proposed annexation of territory to the District and is empowered with the authority to annex territory to the District and to levy special taxes within the annexation territory; and WHEREAS, this City Council now desires to commence proceedings to consider the annexation of territory to the District.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chowchilla hereby finds, determines and declares the following:
1. This City Council proposes to begin the proceedings necessary to annex territory to the District pursuant to the Act.
2. The City Council has determined that public convenience and necessity require that territory be added to the District and additionally, the City Council has received a petition from the landowner of the territory requesting that the territory be included within the District.
3. The name of the existing District is City of Chowchilla Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services).
4. A general description of the territory included in the existing District is shown on the map recorded in the office of the County Recorder for the County of Madera on July 25, 2022, in Book 5 at Page 50 of Maps of Assessments and Community Facilities Districts, to which map reference is hereby made.
5. The territory now proposed to be annexed to the District is shown on Annexation Map No. 1 of the District on file with the City Clerk, a copy of which is attached hereto as “Exhibit A”, which Exhibit is, by this reference, incorporated herein. The boundaries of which territory are hereby preliminarily approved and to which map reference is hereby made for further particulars. The City Clerk is hereby directed to record, or cause to be recorded, said Annexation Map No. 1 of the District in the office of the County Recorder of the County of Madera within fifteen days of the date of adoption of this Resolution.
6. The types of services to be provided in the proposed annexation territory are the same that are provided in the existing District (the “Services”) and are more particularly described in Resolution No. 51-22 entitled “A Resolution of the City Council of the City of Chowchilla, State of California, Declaring Its Intention to Establish a Community Facilities District and to Authorize the Levy of Special Taxes Therein” adopted by the City Council on June 28, 2022 (the “Resolution of Intention”), which Resolution of Intention is, by this reference, incorporated herein. The services authorized to be financed by the District are in addition to those currently provided in the proposed annexation territory and do not supplant services already available within that territory. The Services will be provided to the existing territory in the District and to the proposed annexation territory on the same basis.
7. Except to the extent that funds are otherwise available to the District to pay for the Services, a special tax sufficient to pay the costs thereof, secured by recordation of a continuing lien against all non-exempt real property in the District (including the property being annexed thereto), will be levied annually within the District and collected in the same manner as ordinary ad valorem property taxes, or in such other manner as this City Council shall determine, including direct billing of the affected property owners. The rate and method of apportionment of the special tax among the parcels of real property within the District, as now in existence and following the annexation proposed herein, in sufficient detail to allow each landowner within the territory proposed to be annexed to the District to estimate the maximum amount such owner will have to pay, is described in “Exhibit B” hereto.
8. The special tax proposed to be levied for Services to be supplied within the proposed annexation territory will be equal to the special taxes levied to pay for the same Services in the District, except that a higher or lower special tax may be levied within the proposed annexation territory to the extent that the actual cost of providing the Services in that territory is higher or lower than the cost of providing those Services in the existing District. The City Council does not propose to alter the special tax rate levied within the existing District as a result of the proposed annexation.
9. Notice is given that on Tuesday, July 9, 2024, at 4:00 p.m. or as soon thereafter as the matter may be heard, in the regular meeting place of this City Council in the Council Chambers, 130 S. 2nd Street, Chowchilla, California, and the same are hereby appointed and fixed as the time and place when and where this City Council, as legislative body for the District, will conduct a public hearing on the annexation of territory to the District and consider and finally determine whether the public interest, convenience, and necessity require said annexation of territory to the District and the levy of said special tax therein.
10. The City Clerk is hereby directed to cause notice of said public hearing to be given by publication one time in a newspaper published in the area of the District. The publication of said notice shall be completed at least seven days before the date herein set for said hearing. The notice shall be substantially in the form of “Exhibit C” hereto.
11. This Resolution shall take effect upon its adoption.
PASSED AND ADOPTED by the City Council of the City of Chowchilla this 28th day of May, 2024 by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED:
Mayor Kelly Smith
ATTEST:
Joann McClendon, CMC
City Clerk
EXHIBIT A
CITY OF CHOWCHILLA
COMMUNITY FACILITIES DISTRICT 2022-1
(PUBLIC SAFETY, MAINTENANCE & SERVICES)
ANNEXATION NO. 1
PROPOSED BOUNDARIES OF THE ANNEXATION TERRITORY
EXHIBIT B
CITY OF CHOWCHILLA
COMMUNITY FACILITIES DISTRICT 2022-1
(PUBLIC SAFETY, MAINTENANCE & SERVICES)
ANNEXATION NO. 1
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
City of Chowchilla
Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) Page 1
RATE AND METHOD OF APPORTIONMENT
FOR CITY OF CHOWCHILLA
COMMUNITY FACILITIES DISTRICT NO. 2022-1
(PUBLIC SAFETY, MAINTENANCE & SERVICES)
A Special Tax, as hereinafter defined, shall be levied and collected in City of Chowchilla Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) (“CFD No. 2022-1”) each Fiscal Year commencing in Fiscal Year 2022/23, in an amount determined by the application of the procedures below.
All Taxable Property, as hereinafter defined, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meaning:
“Accessory Dwelling Unit” or “ADU” means a secondary residential unit of limited size, as defined in California Government Code Section 65852.2 (i) (1), as may be amended from time to time, that is accessory to a single-unit dwelling. The ADU may be on the same Assessor’s Parcel as the singleunit dwelling or on a separate Assessor’s Parcel. For purposes of clarification, where an ADU and primary Unit are on the same Assessor’s Parcel, the ADU located on such Assessor’s Parcel is considered a separate Unit from the primary Unit on such Assessor’s Parcel for purposes of the Special Tax. Should an Assessor’s Parcel contain only an ADU, such Assessor’s Parcel will be taxed as an ADU only.
“Acre or Acreage” means the land area of an Assessor’s Parcel as shown on an Assessor’s Parcel Map or in the Assessor’s Data for each Assessor’s Parcel. In the event the Assessor’s Parcel Map or Assessor’s Data shows no Acreage, the Acreage for any Assessor’s Parcel shall be determined by the CFD Administrator based upon the applicable final map, parcel map, condominium plan, or other recorded County parcel map. If the preceding maps are not available, the Acreage of an Assessor’s Parcel may be determined utilizing GIS.
“Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Division 2 of Title 5 of the Government Code of the State. “Administrative Expenses” means the actual or reasonably estimated costs directly related to the administration of CFD No. 2022-1 including, but not limited to, the following: the costs of computing the Annual Special Tax Requirement and the annual Special Tax and of preparing the annual Special Tax collection schedules; the costs of collecting the Special Tax, including any charges levied by the County Auditor’s Office, Tax Collector’s Office or Treasurer’s Office; the costs of the City or designee in complying with the disclosure requirements of the California Government Code (including the Act), including public inquiries regarding the Special Tax; the costs of the City or designee related to an appeal of the Special Tax; and the costs of commencing and pursuing to completion any foreclosure action arising from any delinquent Special Tax in CFD No. 2022-1. Administrative Expenses shall also include any other amounts incurred by the City of CFD No. 2022-1 in connection with the administration of CFD No. 2022-1, and amounts estimated or advanced by the City or CFD No. 2022-1 for any other administrative purposes, including, but not limited to, attorney’s fees.
City of Chowchilla
Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) Page 2 “Annual Services Costs” means the respective annual amounts determined by the CFD Administrator as reasonable needed to fund services authorized to be funded by CFD No. 2022-1 for the applicable yearly period.
“Annual Special Tax Requirement” means that amount with respect to CFD No. 2022-1 determined by the CFD Administrator as required in any Fiscal Year to pay: (1) the Administrative Expenses, (2) the Annual Services Costs, and (3) the amount required to establish or replenish any reserve or replacement fund established in connection with CFD No. 2022-1, and (4) any reasonably anticipated delinquencies in the payment of the annual Special Tax based on the delinquency rate for any Special Tax levied in the previous Fiscal Year. “Assessor’s Data” means Units, Building Square Footage, Acreage, or other information contained in the records of the County Assessor for each Assessor’s Parcel. “Assessor’s Parcel” or “Parcel” means a lot or parcel shown in an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” means, with respect to an Assessor’s Parcel, that number assigned to such Assessment’s Parcel by the County Assessor for purposes of identification. “Building Square Foot(age)” means the structure square footage as shown on the building permit issued or as contained in the Assessor’s Data.
“CFD Administrator” means an official of the City, or designee thereof, responsible for determining the Annual Special Tax Requirement (including the Annual Services Costs) and providing for the levy and collection of the Special Taxes.
“CFD No. 2022-1” means the City of Chowchilla Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services).
“City” means the City of Chowchilla, California.
“City Council” means the City Council of the City, acting as the legislative body of CFD No. 2022-1. “County” means the County of Madera.
“County Assessor” means the County Assessor of the County. “Developed Property” means, in any Fiscal Year, all Taxable Property in CFD No. 2022-1 for which a building permit for new construction was issued by the City prior to June 30 of the preceding Fiscal Year.
“Exempt Property” means all Assessors’ Parcels within the boundary of CFD No. 2022-1 which are exempt from the Special Tax pursuant to Section E.
“Fiscal Year” means the period starting July 1 and ending on the following June 30. “GIS” means a geographic information system.
City of Chowchilla
Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) Page 3 “Improved Square Foot(age)” means, for Industrial Parking Facility Property, that paved square footage used for parking vehicles plus the structure square footage associated with any office or building on the property, as shown in Assessor’s Data or in City building permit data. “Industrial Parking Facility Property” means all Assessor’s Parcels of Developed Property used for the temporary parking or storage of vehicles for a fee. “Industrial Property” means all Assessor’s Parcels of Developed Property for which a building permit has been issued for a structure to be used for an industrial purpose, including Industrial Parking Facility Property, according to Assessor’s Data or as otherwise known by the CFD Administrator.
“Maximum Special Tax” means the maximum Special Tax authorized to fund authorized services in any Fiscal Year that may apply to Taxable Property, as described in Section C. “Open Space Property” means property within the boundaries of CFD No. 2022-1 which (i) has been designated with specific boundaries and Acreage on a final subdivision map as open space, (ii) is classified by the County Assessor as open space, (iii) has been irrevocably offered for dedication as open space to the federal government, the State, the County, the City, or any other public agency, or (iv) is encumbered by an easement or other restriction required by the City limiting the use of such property to open space.
“Property Owner’s Association” means any property owner’s association. As used in this definition, a Property Owner’s Association includes any home-owner’s association, condominium owner’s association, master or sub-association or non-residential owner’s association. “Property Owner’s Association Property” means any property within the boundaries of CFD No. 2022-1 which is (a) owned by a Property Owner’s Association or (b) designated with specific boundaries and acreage on a final subdivision map as property owner association property. “Proportionately” means for Taxable Property that the ratio of the Special Tax levy to the Maximum Annual Special Tax is equal for all Assessors’ Parcels of Taxable Property levied within each property land use classification (Residential Property, Industrial Property) within CFD No. 2022-1. “Public Property” means any property within the boundaries of CFD No. 2022-1 which (i) is owned by a public agency, (ii) has been irrevocably offered for dedication to a public agency, or (iii) is designated with specific boundaries and Acreage on a final subdivision map as property which will be owned by a public agency. For purposes of this definition, a public agency includes the federal government, the State, the County, the City, school districts, or any other public agency. “Residential Property” means all Assessor’s Parcels of Developed Property for which a building permit(s) has been issued for a residential structure that contain one or more Units. “Special Tax(es)” means the amount levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Annual Special Tax Requirement.
“State” means the State of California.
City of Chowchilla
Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) Page 4 “Tax Zone” means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this Rate and Method of Apportionment. All the Taxable Property within CFD No. 2022- 1 at the time of its formation is within Tax Zone No. 1. Additional Tax Zones may be created when property is annexed to CFD No. 2022-1, and a separate Maximum Special Tax shall be identified for property within each new Tax Zone at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone when such Parcels are annexed to CFD No. 2022-1 shall be identified by Assessor’s Parcel number in the annexation documents at the time of annexation. “Taxable Property” means all of the Assessor’s Parcels within the boundaries of CFD No. 2022-1 that are not exempt from the Special Tax pursuant to law or Section E below. “Undeveloped Property” means all of the Assessor’s Parcels of Taxable Property within the boundaries of CFD No. 2022-1 that are not Developed Property. “Unit” means any individual dwelling, townhome, condominium, apartment, including each separate living area within a half-plex, duplex, triplex, fourplex, or other residential structure, including Accessory Dwelling Units.
“Welfare Exempt Property” means, in any Fiscal Year, all Parcels within the boundaries of CFD No. 2022-1 that have been granted a welfare exemption by the County under subdivision (g) of Section 214 of the Revenue and Taxation Code.
B. DETERMINATION OF TAXABLE PARCELS
On, or about, July 1 of each Fiscal Year, the CFD Administrator shall determine the valid Assessor’s Parcel Numbers for all Taxable Property within CFD No. 2022-1. If any Assessor’s Parcel Numbers are no longer valid, the CFD Administrator shall determine the new Assessor’s Parcel Number or Numbers in effect for the then-current Fiscal Year. To the extent a Parcel or Parcels of Taxable Property are subdivided, consolidated, or otherwise reconfigured, the Maximum Special Tax shall be assigned to the new Assessor’s Parcels Numbers pursuant to Section C. The CFD Administrator shall also determine: (i) the Tax Zone within which each Parcel is located; (ii) which Parcels are Developed Property and Undeveloped Property; (iii) the number of Units, Building Square Footage, or Acreage each Parcel contains; (iv) the property type, i.e., Residential Property, Industrial Property, etc.; and (v) the Annual Special Tax Requirement for the Fiscal Year.
C. MAXIMUM ANNUAL SPECIAL TAX RATES
The Maximum Special Taxes for each Assessor’s Parcel of Taxable Property shall be assigned below:
1. Maximum Special Taxes
The Maximum Special Tax for each Assessor’s Parcel of Taxable Property within CFD No. 2022- 1 shall be assigned according to Table 1 below:
City of Chowchilla
Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) Page 5 TABLE 1
MAXIMUM SPECIAL TAX RATES – TAX ZONE NO. 1
FISCAL YEAR 2022/23*
Land Use Category
Maximum Special
Tax Rate Per
Residential Property $846.00 Unit
Accessory Dwelling Unit 338.40 Unit
Industrial Property 0.20 Building Square Foot
Undeveloped Property 0.00 Acre
On July 1 of each Fiscal Year, commencing on July 1, 2023, the Maximum Special Tax rates shall be increased by amounts equal to three percent (3%) of the Maximum Special Tax rates amount in effect for the previous Fiscal Year.
Different Maximum Special Tax rates and additional property land uses classes may be identified in respective Tax Zones at the tine property is annexed to CFD No. 2022-1 in the future.
D. METHOD OF APPORTIONMENT OF THE SPECIAL TAXES
All Taxable Property shall be subject to the Special Tax defined as follows. The Special Tax shall be levied each Fiscal Year by the CFD Administrator.
The Annual Special Tax Requirement shall be apportioned to each Parcel within CFD No. 2022-1 by the method shown below.
First: Determine the Annual Special Tax Requirement.
Second: Levy the Special Tax on each Parcel of Developed Property, Proportionately, up to the applicable Maximum Special Tax.
Notwithstanding the foregoing, under no circumstances will the Special Taxes on any Assessor’s Parcel used for private residential purposes be increased by more than 10% as a consequence of delinquency or default by the owner of any other Assessor’s Parcel within CFD No. 2022-1.
E. EXEMPTIONS
Notwithstanding any other provision of this Rate and Method of Apportionment, no Special Tax shall be levied on Open Space Property, Property Owner’s Association Property, Assessor’s Parcels with public or utility easements making impractical their utilization for any use other than the purposes set forth in the easement, or Public Property, except as otherwise provided in Sections 53317.3, 53317.5 and 533401 of the Act.
Welfare Exempt Property shall be exempt from the Special Tax in only for Fiscal Year’s for which the property qualifies as Welfare Exempt Property.
City of Chowchilla
Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) Page 6 F. APPEAL OF SPECIAL TAX LEVY
Any property owner may file a written appeal of the Special Tax with the CFD Administrator claiming that the amount or application of the Special Tax is not correct with respect to one or more specific Assessor’s Parcels. The appeal must be filed not later than one calendar year after having paid the Special Tax that is disputed, and the appellant must be current in all payments of the Special Taxes theretofore levied on the Assessor’s Parcel(s). In addition, during the term of the appeal process, all Special Tax levied must be paid for the subject Assessor’s Parcel(s) prior to delinquency.
The appeal must specify the reasons why the appellant claims the Special Tax is in error. The CFD Administrator shall review the appeal, meet with the appellant if the CFD Administrator deems necessary, and advise the appellant of its determination.
If the property owner disagrees with the CFD Administrator’s decision relative to the appeal, the owner may then file a written appeal with the City Council whose subsequent decision shall be final and binding on all interested parties. If the decision of the CFD Administrator or subsequent decision by the City Council requires the Special Tax to be modified or changed in favor of the property owner, no cash refund shall be made for prior years’ Special Taxes, but an adjustment shall be made to credit the Special Tax in future years.
This procedure shall be exclusive and its exhaustion by any property owner shall be a condition precedent to filing any legal action by such owner.
G. INTERPRETATIONS OF RATE AND METHOD OF APPORTIONMENT
The City Council may, by resolution or ordinance, interpret, clarify and/or revise this Rate and Method of Apportionment to correct any inconsistency, vagueness, or ambiguity as it relates to the Special Taxes, method of apportionment, the classification of Assessor’s Parcels, or any definition used herein, as long as such correction does not materially affect the levy and collection of Special Taxes. In addition, the interpretation and application of any section of this document shall be at the CFD Administrator’s discretion.
H. MANNER AND DURATION OF SPECIAL TAX
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided that the City may directly bill the Special Tax, may collect the Special Tax at a different time or in a different manner if needed to meet the financial obligations of CFD No. 2022-
1. A Special Tax shall be levied commencing in Fiscal Year 2022/23 to the extent necessary to satisfy the Annual Special Tax Requirement and shall be levied each Fiscal Year thereafter for as long as required to satisfy the Annual Special Tax Requirement.
I. PREPAYMENT OF SPECIAL TAX
The Special Tax may not be prepaid.
City of Chowchilla
Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) Page 7 J. REPEAL OF SPECIAL TAX
If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Assessor’s Parcels in CFD No. 2022-1, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the authorized services for which the Special Tax was levied. The obligations to provide the authorized services previously funded by the repealed Special Tax shall become the joint obligations of the property owners of Assessor’s Parcels within CFD No. 2022-1.
EXHIBIT C
CITY OF CHOWCHILLA
COMMUNITY FACILITIES DISTRICT 2022-1
(PUBLIC SAFETY, MAINTENANCE & SERVICES)
ANNEXATION NO. 1
NOTICE OF PUBLIC HEARING
Notice is hereby given that the City Council of the City of Chowchilla will conduct a public hearing on Tuesday, July 9, 2024, at 4:00 p.m. or as soon thereafter as the matter may be heard, in the City Council Chambers located at 130 S. 2nd Street, Chowchilla, California, to consider the following:
CITY OF CHOWCHILLA
COMMUNITY FACILITIES DISTRICT 2022-1
(PUBLIC SAFETY, MAINTENANCE & SERVICES)
ANNEXATION NO. 1
On May 28, 2024, the City Council, as the legislative body for the District, adopted a resolution entitled “A Resolution of the City Council of the City of Chowchilla, State of California, Declaring Its Intention to Annex Territory into Community Facilities District 2022-1 and to Authorize the Levy of Special Taxes Thereon” (the “Resolution of Intention”). Pursuant to the Resolution of Intention and to a petition from the landowner, the City Council determined that the public convenience and necessity require that certain territory, as more particularly described in the Resolution of Intention, be annexed to the existing Community Facilities District 2022-1, all as provided in the MelloRoos Community Facilities Act of 1982 (Sections 53311 and following, California Government Code) (the “Act”).
Reference is hereby made to the Resolution of Intention, on file with the City Clerk of the City for further particulars.
The following is a summary of the provisions of the Resolution of Intention.
In the Resolution of Intention, the City Council declared its intention to annex territory into Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services) (the “District”). The area proposed to be annexed to the District is as shown on Annexation Map No. 1, on file with the City Clerk, and identified in Exhibit A of the Resolution of Intention. The District funds the provision of police protection services, fire protection and suppression services, and the maintenance and lighting of parks, parkways, streets, roads and open space, and appurtenances related thereto. It is presently intended that the services will be provided, without preference or priority, to both the existing territory in the District and the proposed annexation area. The Resolution of Intention provides that the special taxes heretofore caused to be levied in the District shall be levied in the proposed annexation area, subject to public hearing and landowner consent proceedings as specified in the Act.
At the public hearing the testimony of all interested persons for and against the annexation of said territory to the District or the levying of special taxes within the territory proposed to be annexed will be heard. Any person interested may file a protest in writing with the City Clerk. /s/ Joann McClendon
City Clerk
City of Chowchilla
PETITION (With Waivers)
To Annex Property to a Community Facilities District and Related Matters To The Honorable City Council
City of Chowchilla
130 S Second Street
Chowchilla, CA 93610
Dear Councilmembers:
This is a petition to annex property to a community facilities district and with respect to related matters under the Mello-Roos Community Facilities Act of 1982 (Sections 53311 and following of the California Government Code) (“Act”). The undersigned hereby states as follows:
1. Petitioner. This petition is submitted by the persons (whether one or more) identified below as, or for, the fee title owners of the parcel(s) of land identified below. By submitting this petition, such persons warrant to the City of Chowchilla (“City”) that they are authorized to execute this petition.
2. Proceedings Requested. The Petitioner asks that the City Council of the City undertake and complete proceedings under the Act to annex property to the “City of Chowchilla, Community Facilities District No. 2022-1 (Public Safety, Maintenance & Services)” (“CFD”), and levy CFD special taxes on the property annexed.
3. Boundaries of Annexation. The Petitioner asks that the territory to be included in the annexation boundaries consist of the parcel(s) of land identified below.
4. Purpose of Annexation. The Petitioner asks that the property be annexed to the CFD, and the special taxes be levied on the annexed property to pay for the provision of police protection services, fire protection and suppression services, and the maintenance and lighting of parks, parkways, streets, roads and open space, and appurtenances related thereto.
5. Elections. The Petitioner asks that the election, to be held under the Act to annex property to the CFD and to authorize the special taxes, be consolidated into a single election, that the election be conducted by the City and its officials using mailed or hand-delivered ballots, and that such ballots be opened and canvassed and the results certified at the same meeting of the City Council as the public hearing on the annexation of property to the CFD under the Act or as soon thereafter as possible.
6. Waivers. To expedite the completion of the annexation proceedings, all notices of hearings and all notices of election, applicable waiting periods under the Act for special elections, and all ballot analysis or arguments for the election are hereby waived.
By executing this petition, the person(s) below agree(s) to all of the above.
The Property subject to this Petition is identified as Madera County Assessor’s Parcel Number(s): 001-410-005 The Property consists of a total of 38.94 acres.
The record owner of the Property is: CENTURY COMMUNITIES OF CALIFORNIA, LLC Executed on ___________, 2024 By __________________________________ Title:
The address to which the ballot for the CFD annexation election is to be sent:
CENTURY COMMUNITIES OF CALIFORNIA, LLC
7330 N PALM AVE STE 106
FRESNO, CA 93711
Vice President
DocuSign Envelope ID: B0D121A5-534B-46A9-9B6C-68EDBA004ACF 5/15/2024
REPORT TO THE CITY COUNCIL
Item 6.4
CLICK HERE
TO RETURN TO
THE AGENDA
Meeting of: May 28, 2024
AGENDA SECTION: New Business
SUBJECT: Approval of a Resolution Approving Change Orders for Well No. 15 and Well No. 16 Test Hole Projects in the amount of $1,082,285.00 and Authorizing the City Administrator or Designee to Execute Related Documents.
PREPARED BY: Spencer Supinger, Contract City Engineer
APPROVED BY: Jason Rogers, Director of Public Works
ATTACHMENTS: Resolution, Change Orders
REVIEWED BY
ADMINISTRATOR ☒ REVIEWED BYATTORNEY ☒ REVIEWED BY FINANCE ☒ RECOMMENDATION:
Staff recommends that the City Council Adopt a resolution of the City Council of the City of Chowchilla to approve two change orders in the amount of $1,082,285 with Zim Industries, Inc. for Well No. 15 and Well No. 16 Test Hole Projects and authorizing the City Administrator or designee to execute related documents.
BACKGROUND:
On January 9, 2023, the City of Chowchilla published a notice inviting bids for the Well No. 15 Test Hole Well Project. The project work included installing and sealing a conductor casing, drilling a 700-foot deep pilot hole, conducting electric logging, zone isolation and water quality sampling at various depths, reaming the pilot hole, conducting a caliper log, and constructing, installing all casing, gravel pack and seals, developing, and testing a 700-foot deep public supply well, using the reverse rotary drilling method. The City opened bids for the Well No. 15 Test Hole Well Project on March 2, 2023. The City received four (4) bids for the project and awarded to Zim Industries with the option to request additional change orders for installation of the permanent well pump and drilling for the Well No. 16 test hole.
REASON FOR RECOMMENDATION:
Zim Industries began work on the Well No. 15 test hole project in October 2023 and completed the test well in February 2024. After review of the test well pumping results were completed, recommendations for the new Well No. 15 were determined to be: pump depth of 555 ft and the well pumping 700 gallons per minute (gpm). This will be more than adequate for filling the tank and allowing the booster pumps at Tank No. 2 to operate as needed. As a result of the test results, engineering designed the specifications for the new permanent well pump based on the results.
During design for Well No. 15, the City’s engineers identified the northwest most point of the future Rancho Calera development as a potential viable location for Well No. 16. Review of the areas hydrology from hydrologist Ken Schmidt confirmed the area’s potential viability. Staff requested a change order from Zim Industries to complete the work for Well No. 15 and 16. Staff received the two change orders based off the initial pricing submitted in Zim Industries’ March proposal as follows:
Work Description Change Order
Price
CO1 - Installation of Well No. 15
permanent pump and pad
$271,390.00
CO2 - Well No. 16 test hole drilling and
testing
$810,895.00
TOTAL Change Order Cost $1,082,285.00
Staff has reviewed the change orders submitted by Zim Industries, Inc. As the total of the change orders exceeds the original contingency amount of $81,000 authorized by City Council, staff recommends City Council approve the change orders for the Well No. 15 and Well No. 16 Test Hole Projects and authorize contingencies in the amount of 10% of the contract, as approved by the Public Works Director.
FISCAL IMPACT:
The construction costs and available funding for the Projects are included in the Fiscal Year 2023/24 Budget and Capital Improvement Plan as summarized in the following tables.
W-4 – Well No. 15 Development Amount
Previously approved Construction
Costs
Contract $803,895
Contingency (10%) $81,000
CM/Inspection/Testing $53,500
Total Construction $938,395
Change Order No. 1 $271,390
Total Cost $1,209,785
Available Construction Funding
ARPA Funds $400,000
DIF – Water $400,000
Water Fund $590,000
Total Available Construction Funding $1,390,000
W-7 – Well No. 16 Development Amount
Change Order No. 2 Construction Costs
Contract $810,895
Contingency (10%) $81,000
CM/Inspection/Testing $53,500
Total Construction $945,395
Available Construction Funding
ARPA Funds $1,500,000
Total Available Construction Funding $1,500,000
ALTERNATIVES:
City Council may reject the change orders.
ACTIONS FOLLOWING APPROVAL:
Change orders will be processed.
COUNCIL RESOLUTION # XX-24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHOWCHILLA, CALIFORNIA APPROVING CHANGE ORDER NO. 1 AND NO. 2 FOR WELL NO. 15 AND WELL NO. 16 TEST HOLE PROJECT IN THE AMOUNT OF $1,082,285.00 AND AUTHORIZING THE CITY
ADMINISTRATOR OR DESIGNEE TO EXECUTE RELATED DOCUMENTS
WHEREAS, the City of Chowchilla is currently contracted with Zim Industries, Inc. for the Well 15 Test Hole Project; and
WHEREAS, Zim Industries, Inc. has prepared Change Order Request No. 1 for items and tasks not included in the original bid proposal; and
WHEREAS, Zim Industries, Inc. has prepared Change Order Request No. 2 for items and tasks not included in the original bid proposal; and
WHEREAS, City staff have reviewed Change Order No. 1 and approve it; and WHEREAS, City staff have reviewed Change Order No. 1 and approve it.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chowchilla hereby finds, determines and declares the following:
1. The above recitals are true and correct.
2. Approve Change Order No. 1 to Zim Industries, Inc. in the amount of $271,390.00.
3. Approve Change Order No. 2 to Zim Industries, Inc. in the amount of $810,895.00.
4. The City Administrator, or designee, is authorized to execute the change orders on behalf of the City of Chowchilla.
5. This resolution is effective immediately upon adoption.
PASSED AND ADOPTED by the City Council of the City of Chowchilla this 28th day of May, 2024 by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED:
Mayor Kelly Smith
ATTEST:
Joann McClendon, CMC
City Clerk
REPORT TO THE CITY COUNCIL
Item 6.5
CLICK HERE
TO RETURN TO
THE AGENDA
Meeting of: May 28, 2024
AGENDA SECTION: New Business
SUBJECT: Consideration of a Resolution to Approve the Cancellation of the Measurement and Verification Services Agreements Between the City of Chowchilla and Johnson Controls, Inc for the General, Water and Waste Water Funds and Authorizing the City Administrator to Execute any Related Documents Thereto
PREPARED BY: Rod Pruett, City Administrator
ATTACHMENTS: Resolution, Measurement and Verification Services Agreements with Johnson Controls, Inc. for the General, Water and Waste Water Funds, Measurement and Verification Report for Calendar Year 2020
REVIEWED BY
ADMINISTRATOR ☒ REVIEWED BYATTORNEY ☒ REVIEWED BY FINANCE ☒ RECOMMENDATION:
That the City Council adopts a resolution to cancel the Measurement and Verification Services Agreements with Johnson Controls, Inc. for the General, Water and Waste Water Funds.
BACKGROUND:
In January 2017, the City entered into agreements with Johnson Controls, Inc. (JCI) to be the Contractor for multiple infrastructure projects. Some of the projects to be completed were energy efficient projects that included installing a solar array at the Waste Water Treatment Plant and a smaller system at the Corporation Yard, as well as upgraded lighting and HVAC systems to newer more energy efficient versions.
Bonds were issued to pay for the projects and the energy savings generated by the projects would be used to pay for the debt service payments. Those savings were projected by JCI based off of certain assumptions and they were guaranteed by JCI. In order for JCI to guarantee the savings they had to provide Measurement and Verification Services (M & V).
These M & V services consisted of multiple services but the main services were to do multiple annual cleanings of the solar panels as well as monitoring the system to ensure it is producing the energy it was supposed to. There were other service included and you can see all the services in the attached M & V Services Agreement.
The first year of the M & V report was for the time period of 1/1/2020-12/1/2020. This report was provided to us in February 2021. The report is attached for your reference. The report showed that the system was producing more than anticipated and we were getting more savings than we were guaranteed. There were a lot of others items in the report but the main thing to take away from the report is it is telling us the system is producing better than anticipated.
After reviewing the report, I tried to compare the savings it said we were getting to our actual expenses/payments being made to PGE and I could not reconcile that. In fact, we were not showing the savings originally agreed upon in the agreement in the General and Water Fund. The Budget vs Actual was significantly off in the Water Fund. The Waste Water Fund seemed to be alright.
I reached out to PGE and had staff reach out to them to try and get a reconciliation and nobody at PGE could address the issues. I asked JCI to contact them and figure it out and they were unsuccessful as well.
We continued to get M & V reports showing that the system was producing better than the guarantee but I kept saying something is wrong because I am not seeing those savings on the actual bills.
After a couple of years of trying to get PGE and JCI to figure out what is going on, I reached out to someone else who told me they had experience with PGE and these types of issues. I hired Dan Bergman, who also does our annual bond disclosures for the bonds issued as a result of this JCI project.
Dan was able to get some more information from PGE and reconciled things showing there were a lot of energy credits that the city was not getting credit for. Without getting too technical it was because the part of the solar system installed called RESBCT, was producing a lot of credits but there were not enough RESBCT accounts to utilize those credits. So, on a monthly basis, whatever credits not used (over produced), are just lost. That energy is given back to PGE.
After getting the Results from Dan, we set up meetings with JCI to go over the results. They have agreed there were some engineering/design problems with the RESBCT portion. It was calculated that over the 3-year period there was approximately $154,000 of credits the City lost.
It was noted that Well 10 was not included in the RESBCT accounts as well as the SR 99 Water Tank site.
We have since added those accounts and we believe with the addition of Well 15 and 16 we will be able to utilize all of the credits moving forward.
REASON FOR RECOMMENDATION:
Since we know that the system is producing what it should be, the only issues that would occur moving forward would be issues with inverters and our staff can order new ones when needed. We also know that the accounts for the RESBCT have been updated and we will make sure we review those accounts yearly for any additions or deletions that may be needed.
It was also discovered that the M & V reports given to us would not detect the problems that were occurring and they are adjusted for the amount of sunlight available compared to the base year so the amounts of energy the report shows as being generated is not even actually what is generated.
Based on the above information it is staff’s recommendation to cancel the M & V Services Agreement. It was never the plan to keep the services for the duration of the bonds. It was just to make sure the system was designed correctly and producing as it should and we would know that after the first few years.
Additionally, the report does not provide the information we are looking for.
Public Works staff will be able to monitor the system online and detect inverter issues. JCI also told us the solar panel cleaning costs have increased quite a bit and would need to charge us more. PW has received quotes from companies to provide the cleaning services that are similar to the costs we are currently paying JCI so we are able to handle that service on our own as well.
FISCAL IMPACT:
Per the attached M & V Services Agreements, the M & V services we will no longer be paying for FY 24/25 (Year 6) are approximately as follows: Water- $14,981, Waste Water- $20,208 & General Fund- $15,292.
Those cost are escalated each year after but those are the savings the City will have next year by cancelling the agreements. The cost of the solar cleanings are pretty much the same so there are no savings.
We will also receive the approximately $154,000 check from JCI. This will mostly all go to the Water Fund which is what experienced most of the shortfall of credits.
ALTERNATIVES:
Do not cancel he agreements and continue to have JCI provide the services.
ACTIONS FOLLOWING APPROVAL:
City Administrator will work with legal to terminate the agreements and sign the related documents.
COUNCIL RESOLUTION # -24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHOWCHILLA, CALIFORNIA
AUTHORIZING THE CANCELLATION OF MEASUREMENT AND VERIFICATION SERVICES AGREEMENTS BETWEEN THE CITY OF CHOWCHILLA AND JOHNSON CONTROLS, INC. FOR
THE GENERAL, WATER AND WASTE WATER FUNDS AND AUTHORIZING THE CITY
ADMINISTRATOR TO EXECUTE ANY RELATED DOCUMENTS THERETO
WHEREAS, in January 2017 the City entered into agreements with Johnson Controls, Inc. (JCI) to be the Contractor to install multiple infrastructure improvements; and WHEREAS, part of those agreements included annual services under a Measurement and Verification (M & V) Services Agreement; and
WHEREAS, since the first year of operations, calendar year 2020, staff identified issues with the M & V reports presented as compared to actual savings the City was receiving from PGE; and WHEREAS, the City hired a consultant to reconcile the issues and he was able to identify the problem; and
WHEREAS, staff believes the measures put in place will address the problems identified; and WHEREAS, there is no need for the M & V services anymore, staff is able to monitor the system online and staff is ready to hire a contractor to provide the solar panel cleaning services; and WHEREAS, Johnson Controls, Inc. will be issuing the City a check for damages for roughly $154,000.
NOW THEREFORE, BE IT RESOLVED that the City Council of the City of Chowchilla hereby finds, determines and declares the following:
1. The above recital are true and correct.
2. Now that the issues with not receiving all of our energy credits has been identified and a solution has been implemented, there is no need for the M & V services.
3. The City will save approximately $50,000 in FY 24/25 by cancelling the M & V contracts and each year that amount would increase due to agreed-upon escalators in the agreements.
4. The City will receive payment from JCI for approximately $154,000 for damages
5. This resolution takes effect immediately upon adoption.
PASSED AND ADOPTED by the City Council of the City of Chowchilla this 28th day of May, 2024 by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED:
Mayor Kelly Smith
ATTEST:
Joann McClendon, CMC
City Clerk
Attachment 4
M&V SERVICES AGREEMENT
CITY OF CHOWCHILLA (“Customer”)
130 S. Second Street
Chowchilla, CA 93610
Proposal Date: November 3, 2016
Scope of Services
Johnson Controls, Inc. (“JCI”) and the Customer (collectively the “Parties”) agree Services, as defined in Scope of Work (below), will be provided by JCI at the Customer’s facility. Terms and Conditions of this Agreement are as set forth in the Performance Contract and incorporated by this reference and cover the rights and obligations of both the Customer and JCI. This Service Agreement and the Price and Payment Terms are set forth fully herein (collectively the “Agreement”),
Term
This Agreement takes effect on the day the Certificate of Final Completion for the Performance Contract is approved by the Customer and JCI, and will continue for three hundred (300) consecutive months (“Original Term”). JCI will not terminate this agreement early providing the Customer fulfills its obligations of the agreement.
Price and Payment Terms
The total Contract Price for JCI’s Services during the Original Term is $750,240. This amount will be paid to JCI in annual installments of (see following table). These payments will be due and payable within thirty (30) days of the invoice date and such timely payment by Customer shall be a condition precedent to JCI’s obligation to perform its Services. A penalty of one and a half percent (1.5%) of the amount due per month shall accrue for payments received after the payment due date. If the Customer elects to cancel M&V Services, the Customer must do so in writing within 30 days of the renewal date, otherwise full service will continue for the remainder of the year and the Customer will be responsible for payment of the full year.
M&V Services PV Maintenance Total M&V Services PV Maintenance Total 1 $13,191 $7,386 $20,577 16 $20,551 $11,508 $32,059
2 $13,587 $7,608 $21,195 17 $21,168 $11,853 $33,021
3 $13,995 $7,836 $21,831 18 $21,803 $12,208 $34,011
4 $14,414 $8,071 $22,486 19 $22,457 $12,575 $35,032
5 $14,847 $8,313 $23,160 20 $23,131 $12,952 $36,083
6 $15,292 $8,563 $23,855 21 $23,825 $13,340 $37,165
7 $15,751 $8,820 $24,571 22 $24,539 $13,741 $38,280
8 $16,223 $9,084 $25,308 23 $25,276 $14,153 $39,429
9 $16,710 $9,357 $26,067 24 $26,034 $14,577 $40,611
10 $17,212 $9,637 $26,849 25 $26,815 $15,015 $41,830
11 $17,728 $9,927 $27,654 Total $480,941 $269,299 $750,240 12 $18,260 $10,224 $28,484
13 $18,807 $10,531 $29,339
14 $19,372 $10,847 $30,219
15 $19,953 $11,172 $31,125
Year General Fund Year General Fund
Attachment 4
Scope of Work
Measurement & Verification Services
The M&V scope of work is described in detail in Schedule 2 of the Performance Contract agreement under the heading “Detailed Description of M&V Activities and Deliverables”. Please refer to that section for the specific work to be completed under this service agreement.
Photovoltaic System Maintenance
JCI shall provide the following maintenance services for the Photovoltaic system(s):
1. System‐Wide Maintenance
Item ServiceDescription Frequency
1 Complete and submit service report outlining any and all activity performed at theFacility.
Maintenance Logs shall be submitted to Customer within 5 business days of completion ofthe activity on site.
Per visit
2 Inspect the mechanical functionality of the project – including but not limited to inspectingthe fastening/mounting elements, equipment connection and coupling cases, verifying that the threaded connections are tight, visual inspection of all parts of the equipment and checking the cabling.
1x per year
3 Inspect all electrical boxes, combiner boxes and electrical equipment for water damage or signs of significant water accumulation in underground conduit
1x per year
4 Scan combiner boxes with Infrared camera to identify loose of broken connections. 1x per year 5 Inspect cabling for signs of cracks, defects, pulling out of connections, overheating, arcing, shortor open circuits, and ground faults.
1x per year
6 Check for abnormal corrosion on parts of the Facility and service any parts with the potential for corrosion to remove long‐termrisks.
1x per year
7 Check the mechanical functionality of the built‐in components and interrupters (ground fault circuit interrupters and circuit breakers).
1x per year
8 Check the functionality of the meters (meters are operating, communicating reliablyand measuring coherent values as compared to the backupmeters). 1x per year
9 Visually inspect and basic cleaning of pyranometers according to the manufacturer’s recommendations (calibration depends on manufacturer’s specifications and would beprovided on a T&M basis).
1x per year
10 Visual inspection of racking, searching for impacts, corrosion and condition of the protective paint, and absence of water deposits.
1x per year
11 Thermal camera testing of medium and high voltage electrical current connections andcircuit breakers.
1x per year
2. Panel Maintenance
Item ServiceDescription Frequency
1 Visual inspection of possible glass breakage, normally caused by external actions, andvisually inspect for evidence of thermal fatigue arising from assemblyerrors. 1x per year
2 Visual inspection for oxidation in the circuits and welding of the photovoltaic cells, normally due to the entrance of dampness into the panel because of a fault or breakage of the sealinglayers. 1x per year
3 Visual inspection for change of color to yellow or brown (known as “yellowing” and “browning”)of the sealant or encapsulant.
1x per year
4 Visual inspection for issues with the panel back sheet (inflammations in this area could bea symptom of a hot point in the module).
1x per year
Attachment 4
5 Visual inspection for deformations in the junction boxes of the module due to overheating of the bypass diodes and/or high contact resistance because of bad tightness of an electricalterminal. 1x per year
6 Check the tightness and condition of the terminals with cables connected to the Panels. 1x per year 7 Undertake comparative measurement of string DCcurrents. 1x per year
3. Inverter Maintenance
Item ServiceDescription Frequency
1 Annual maintenance performed by Service Provider as required in order to meetthe manufacturer’s warranty requirements (provided byCustomer). 1x per year
2 General visual observation of the condition and functioning of theinverter. 1x per year 3 Check wiring and the connections of the parts. In the event of anomalies (especially after violent weather conditions), check the DC overvoltage surge arresters and the AC overvoltage surge arresters. Check fuses and replace damaged (if applicable). 1x per year
4 Verify that the site of the inverter is clean, dry and well ventilated and insulated. Checkcooling fans.
1x per year
5 Check that the inverter works properly and that unusual noises are not coming from inside it. 1x per year 6 Check that inverter location maintains suitable temperatures, so that this equipment can operate within the temperature range specified by the invertermanufacturer. 1x per year
7 Check the equipment protection and alarms. 1x per year 8 Clean equipment; in particular, the lower grill on the wiring box through which the air for cooling the heatsink passes and the heatsink itself. (If applicable, then replacement of components such as air filters would be ordered through the manufacturer, and Service Provider would replace air filters on a T&M basis)
1x per year
4. Component Testing
Item ServiceDescription Frequency
1 Test all DC source circuits and input circuits VOC andISC 1x per year 2 Test all OCPDs and disconnects 1x per year
3 Verify accuracy of all meters, sensors, monitoring devices, communications equipment,weather station, security equipment (if installed and accessible) 1x per year
5. Ground Site Maintenance
Item ServiceDescription Frequency
1 Visual inspection of the general site conditions, vegetation, animal damage, and erosion that could affect the system performance.
1x per year
2 Inspection for animal nests, dead animals, and other obstructions in vicinity of array,electrical equipment servicing zones or other key access areas.
1x per year
Notwithstanding any other provision to the contrary contained elsewhere in this contract, JCI will provide, at no charge to the City, labor to remove and re- install PV modules, Inverters and the Energy Storage components which are being replaced under the manufacturer’s warranty for years 2 through 10.
Notwithstanding any other provision to the contrary contained elsewhere in this contract, JCI will provide, at no charge to the City, to remove and re-install PV modules which are being replaced under the manufacturer’s warranty for years 11 through 25. The work shall be done during JCI routine periodic maintenance visits.
Photovoltaic Array Cleaning
JCI shall provide the following array cleaning services for the Photovoltaic system(s) three times per year:
Attachment 4
Johnson Controls, Inc. Initials: _____________ Customer Initials: _____________ City of Chowchilla - Water Enterprise Fund
Johnson Controls, Inc. – Proprietary
© 2008 Johnson Controls, Inc.
101
M&V SERVICES AGREEMENT
CITY OF CHOWCHILLA (“Customer”)
130 S. Second Street
Chowchilla, CA 93610
Proposal Date: November 3, 2016
Scope of Services
Johnson Controls, Inc. (“JCI”) and the Customer (collectively the “Parties”) agree Services, as defined in Scope of Work (below), will be provided by JCI at the Customer’s facility. Terms and Conditions of this Agreement are as set forth in the Performance Contract and incorporated by this reference and cover the rights and obligations of both the Customer and JCI. This Service Agreement and the Price and Payment Terms are set forth fully herein (collectively the “Agreement”),
__
Term
This Agreement takes effect on the day the Certificate of Final Completion for the Performance Contract is approved by the Customer and JCI, and will continue for three hundred eighty (300) consecutive months (“Original Term”). JCI will not terminate this agreement early providing the Customer fulfills its obligations of the agreement.
Price and Payment Terms
The total Contract Price for JCI’s Services during the Original Term is $710,864. This amount will be paid to JCI in annual installments of (see following table). These payments will be due and payable within thirty (30) days of the invoice date and such timely payment by Customer shall be a condition precedent to JCI’s obligation to perform its Services. A penalty of one and a half percent (1.5%) of the amount due per month shall accrue for payments received after the payment due date. If the Customer elects to cancel M&V Services, the Customer must do so in writing within 30 days of the renewal date, otherwise full service will continue for the remainder of the year and the Customer will be responsible for payment of the full year.
M&V Services PV Maintenance Total M&V Services PV Maintenance Total 1 $8,456 $8,456 16 $20,134 $13,175 $33,308
2 $8,710 $8,710 17 $20,738 $13,570 $34,308
3 $8,971 $8,971 18 $21,360 $13,977 $35,337
4 $9,240 $9,240 19 $22,001 $14,396 $36,397
5 $9,518 $9,518 20 $22,661 $14,828 $37,489
6 $14,981 $9,803 $24,785 21 $23,341 $15,273 $38,613
7 $15,431 $10,097 $25,528 22 $24,041 $15,731 $39,772
8 $15,894 $10,400 $26,294 23 $24,762 $16,203 $40,965
9 $16,371 $10,712 $27,083 24 $25,505 $16,689 $42,194
10 $16,862 $11,033 $27,895 25 $26,270 $17,190 $43,460
11 $17,368 $11,365 $28,732 Total $402,556 $308,309 $710,864 12 $17,889 $11,705 $29,594
13 $18,425 $12,057 $30,482
14 $18,978 $12,418 $31,396
15 $19,547 $12,791 $32,338
Year Year
Years 1-5 of Water
Enterprize Fund are
included in base
project
Water Enterprize Fund Water Enterprize Fund
Attachment 4
Johnson Controls, Inc. Initials: _____________ Customer Initials: _____________ City of Chowchilla - Water Enterprise Fund
Johnson Controls, Inc. – Proprietary
© 2008 Johnson Controls, Inc.
102
Scope of Work
Measurement & Verification Services
The M&V scope of work is described in detail in Schedule 2 and 2A of the Performance Contract agreement under the heading “Detailed Description of M&V Activities and Deliverables”. Please refer to that section for the specific work to be completed under this service agreement.
Photovoltaic System Maintenance
JCI shall provide the following maintenance services for the Photovoltaic system(s):
1. System‐Wide Maintenance
Item ServiceDescription Frequency
1 Complete and submit service report outlining any and all activity performed at theFacility.
Maintenance Logs shall be submitted to Customer within 5 business days of completion ofthe activity on site.
Per visit
2 Inspect the mechanical functionality of the project – including but not limited to inspectingthe fastening/mounting elements, equipment connection and coupling cases, verifying that the threaded connections are tight, visual inspection of all parts of the equipment and checking the cabling.
1x per year
3 Inspect all electrical boxes, combiner boxes and electrical equipment for water damage or signs of significant water accumulation in underground conduit
1x per year
4 Scan combiner boxes with Infrared camera to identify loose of broken connections. 1x per year 5 Inspect cabling for signs of cracks, defects, pulling out of connections, overheating, arcing, shortor open circuits, and ground faults.
1x per year
6 Check for abnormal corrosion on parts of the Facility and service any parts with the potential for corrosion to remove long‐termrisks.
1x per year
7 Check the mechanical functionality of the built‐in components and interrupters (ground fault circuit interrupters and circuit breakers).
1x per year
8 Check the functionality of the meters (meters are operating, communicating reliablyand measuring coherent values as compared to the backupmeters). 1x per year
9 Visually inspect and basic cleaning of pyranometers according to the manufacturer’s recommendations (calibration depends on manufacturer’s specifications and would beprovided on a T&M basis).
1x per year
10 Visual inspection of racking, searching for impacts, corrosion and condition of the protective paint, and absence of water deposits.
1x per year
11 Thermal camera testing of medium and high voltage electrical current connections andcircuit breakers.
1x per year
2. Panel Maintenance
Item ServiceDescription Frequency
1 Visual inspection of possible glass breakage, normally caused by external actions, andvisually inspect for evidence of thermal fatigue arising from assemblyerrors. 1x per year
2 Visual inspection for oxidation in the circuits and welding of the photovoltaic cells, normally due to the entrance of dampness into the panel because of a fault or breakage of the sealinglayers. 1x per year
3 Visual inspection for change of color to yellow or brown (known as “yellowing” and “browning”)of the sealant or encapsulant.
1x per year
Attachment 4
Johnson Controls, Inc. Initials: _____________ Customer Initials: _____________ City of Chowchilla - Water Enterprise Fund
Johnson Controls, Inc. – Proprietary
© 2008 Johnson Controls, Inc.
103
4 Visual inspection for issues with the panel back sheet (inflammations in this area could bea symptom of a hot point in the module).
1x per year
5 Visual inspection for deformations in the junction boxes of the module due to overheating of the bypass diodes and/or high contact resistance because of bad tightness of an electricalterminal. 1x per year
6 Check the tightness and condition of the terminals with cables connected to the Panels. 1x per year 7 Undertake comparative measurement of string DCcurrents. 1x per year
3. Inverter Maintenance
Item ServiceDescription Frequency
1 Annual maintenance performed by Service Provider as required in order to meetthe manufacturer’s warranty requirements (provided byCustomer). 1x per year
2 General visual observation of the condition and functioning of theinverter. 1x per year 3 Check wiring and the connections of the parts. In the event of anomalies (especially after violent weather conditions), check the DC overvoltage surge arresters and the AC overvoltage surge arresters. Check fuses and replace damaged (if applicable). 1x per year
4 Verify that the site of the inverter is clean, dry and well ventilated and insulated. Checkcooling fans.
1x per year
5 Check that the inverter works properly and that unusual noises are not coming from inside it. 1x per year 6 Check that inverter location maintains suitable temperatures, so that this equipment can operate within the temperature range specified by the invertermanufacturer. 1x per year
7 Check the equipment protection and alarms. 1x per year 8 Clean equipment; in particular, the lower grill on the wiring box through which the air for cooling the heatsink passes and the heatsink itself. (If applicable, then replacement of components such as air filters would be ordered through the manufacturer, and Service Provider would replace air filters on a T&M basis)
1x per year
4. Component Testing
Item ServiceDescription Frequency
1 Test all DC source circuits and input circuits VOC andISC 1x per year 2 Test all OCPDs and disconnects 1x per year
3 Verify accuracy of all meters, sensors, monitoring devices, communications equipment,weather station, security equipment (if installed and accessible) 1x per year
5. Ground Site Maintenance
Item ServiceDescription Frequency
1 Visual inspection of the general site conditions, vegetation, animal damage, and erosion that could affect the system performance.
1x per year
2 Inspection for animal nests, dead animals, and other obstructions in vicinity of array,electrical equipment servicing zones or other key access areas.
1x per year
Notwithstanding any other provision to the contrary contained elsewhere in this contract, JCI will provide, at no charge to the City, labor to remove and re- install PV modules, Inverters and the Energy Storage components which are being replaced under the manufacturer’s warranty for years 2 through 10.
Attachment 4
Johnson Controls, Inc. Initials: _____________ Customer Initials: _____________ City of Chowchilla - Water Enterprise Fund
Johnson Controls, Inc. – Proprietary
© 2008 Johnson Controls, Inc.
104
Notwithstanding any other provision to the contrary contained elsewhere in this contract, JCI will provide, at no charge to the City, to remove and re-install PV modules which are being replaced under the manufacturer’s warranty for years 11 through 25. The work shall be done during JCI routine periodic maintenance visits.
Photovoltaic Array Cleaning
JCI shall provide the following array cleaning services for the Photovoltaic system(s) three times per year:
Using clean fresh water, conduct soft brush abrasion and spray washing on problematic areas of module surface areas only. Procedure involves initial wetting of the modules, followed by non-abrasive soft bristle brush agitation based on site conditions, followed by a final rinse.
Water is available on site within 150 ft of the array and is provided for by Customer at zero cost to JCI.
Photovoltaic maintenance service and array cleaning in not subject to prevailing wage requirement.
CITY OF CHOWCHILLA JOHNSON CONTROLS, INC.
Signature: Signature:
Name: Brian Haddix Name: Christopher Schulken
Title: City Administrator Title: V.P. Regional General Manager, Energy Solutions
Date: Date:
[END OF DOCUMENT]
Attachment 4
City of Chowchilla Wastewater Fund
Johnson Controls, Inc. – Proprietary
© 2016 Johnson Controls, Inc.
M&V SERVICES AGREEMENT
CITY OF CHOWCHILLA (“Customer”)
130 S. Second Street
Chowchilla, CA 93610
Proposal Date: November 3, 2016
Scope of Services
Johnson Controls, Inc. (“JCI”) and the Customer (collectively the “Parties”) agree Services, as defined in Scope of Work (below), will be provided by JCI at the Customer’s facility. Terms and Conditions of this Agreement are as set forth in the Performance Contract and incorporated by this reference and cover the rights and obligations of both the Customer and JCI. This Service Agreement and the Price and Payment Terms are set forth fully herein (collectively the “Agreement”),
__
Term
This Agreement takes effect on the day the Certificate of Final Completion for the Performance Contract is approved by the Customer and JCI, and will continue for three hundred (300) consecutive months (“Original Term”). JCI will not terminate this agreement early providing the Customer fulfills its obligations of the agreement.
Price and Payment Terms
The total Contract Price for JCI’s Services during the Original Term is $1,038,692. This amount will be paid to JCI in annual installments of (see following table). These payments will be due and payable within thirty (30) days of the invoice date and such timely payment by Customer shall be a condition precedent to JCI’s obligation to perform its Services. A penalty of one and a half percent (1.5%) of the amount due per month shall accrue for payments received after the payment due date. If the Customer elects to cancel M&V Services, the Customer must do so in writing within 30 days of the renewal date, otherwise full service will continue for the remainder of the year and the Customer will be responsible for payment of the full year.
M&V Services PV & ES
Maintenance Total M&V Services PV & ES Maintenance Total 1 $17,432 $11,057 $28,489 16 $27,158 $17,227 $44,385
2 $17,955 $11,389 $29,344 17 $27,973 $17,744 $45,717
3 $18,493 $11,731 $30,224 18 $28,812 $18,276 $47,088
4 $19,048 $12,083 $31,131 19 $29,676 $18,825 $48,501
5 $19,619 $12,445 $32,065 20 $30,566 $19,389 $49,956
6 $20,208 $12,819 $33,027 21 $31,483 $19,971 $51,454
7 $20,814 $13,203 $34,017 22 $32,428 $20,570 $52,998
8 $21,439 $13,599 $35,038 23 $33,401 $21,187 $54,588
9 $22,082 $14,007 $36,089 24 $34,403 $21,823 $56,226
10 $22,744 $14,428 $37,172 25 $35,435 $22,478 $57,912
11 $23,427 $14,860 $38,287 Total $635,544 $403,148 $1,038,692 12 $24,129 $15,306 $39,436
13 $24,853 $15,765 $40,619
14 $25,599 $16,238 $41,837
15 $26,367 $16,725 $43,092
Waste Water Enterprize Fund Waste Water Enterprize Fund Year Year
Attachment 4
City of Chowchilla Wastewater Fund
Johnson Controls, Inc. – Proprietary
© 2016 Johnson Controls, Inc.
Scope of Work
Measurement & Verification Services
The M&V scope of work is described in detail in Schedule 2 of the Performance Contract agreement under the heading “Detailed Description of M&V Activities and Deliverables”. Please refer to that section for the specific work to be completed under this service agreement.
Photovoltaic System Maintenance
JCI shall provide the following maintenance services for the Photovoltaic system(s):
1. System‐Wide Maintenance
Item ServiceDescription Frequency
1 Complete and submit service report outlining any and all activity performed at theFacility.
Maintenance Logs shall be submitted to Customer within 5 business days of completion ofthe activity on site.
Per visit
2 Inspect the mechanical functionality of the project – including but not limited to inspectingthe fastening/mounting elements, equipment connection and coupling cases, verifying that the threaded connections are tight, visual inspection of all parts of the equipment and checking the cabling.
1x per year
3 Inspect all electrical boxes, combiner boxes and electrical equipment for water damage or signs of significant water accumulation in underground conduit
1x per year
4 Scan combiner boxes with Infrared camera to identify loose of broken connections. 1x per year 5 Inspect cabling for signs of cracks, defects, pulling out of connections, overheating, arcing, shortor open circuits, and ground faults.
1x per year
6 Check for abnormal corrosion on parts of the Facility and service any parts with the potential for corrosion to remove long‐termrisks.
1x per year
7 Check the mechanical functionality of the built‐in components and interrupters (ground fault circuit interrupters and circuit breakers).
1x per year
8 Check the functionality of the meters (meters are operating, communicating reliablyand measuring coherent values as compared to the backupmeters). 1x per year
9 Visually inspect and basic cleaning of pyranometers according to the manufacturer’s recommendations (calibration depends on manufacturer’s specifications and would beprovided on a T&M basis).
1x per year
10 Visual inspection of racking, searching for impacts, corrosion and condition of the protective paint, and absence of water deposits.
1x per year
11 Thermal camera testing of medium and high voltage electrical current connections andcircuit breakers.
1x per year
2. Panel Maintenance
Item ServiceDescription Frequency
1 Visual inspection of possible glass breakage, normally caused by external actions, andvisually inspect for evidence of thermal fatigue arising from assemblyerrors. 1x per year
2 Visual inspection for oxidation in the circuits and welding of the photovoltaic cells, normally due to the entrance of dampness into the panel because of a fault or breakage of the sealinglayers. 1x per year
3 Visual inspection for change of color to yellow or brown (known as “yellowing” and “browning”)of the sealant or encapsulant.
1x per year
4 Visual inspection for issues with the panel back sheet (inflammations in this area could bea symptom of a hot point in the module).
1x per year
Attachment 4
City of Chowchilla Wastewater Fund
Johnson Controls, Inc. – Proprietary
© 2016 Johnson Controls, Inc.
5 Visual inspection for deformations in the junction boxes of the module due to overheating of the bypass diodes and/or high contact resistance because of bad tightness of an electricalterminal. 1x per year
6 Check the tightness and condition of the terminals with cables connected to the Panels. 1x per year 7 Undertake comparative measurement of string DCcurrents. 1x per year
3. Inverter Maintenance
Item ServiceDescription Frequency
1 Annual maintenance performed by Service Provider as required in order to meetthe manufacturer’s warranty requirements (provided byCustomer). 1x per year
2 General visual observation of the condition and functioning of theinverter. 1x per year 3 Check wiring and the connections of the parts. In the event of anomalies (especially after violent weather conditions), check the DC overvoltage surge arresters and the AC overvoltage surge arresters. Check fuses and replace damaged (if applicable). 1x per year
4 Verify that the site of the inverter is clean, dry and well ventilated and insulated. Checkcooling fans.
1x per year
5 Check that the inverter works properly and that unusual noises are not coming from inside it. 1x per year 6 Check that inverter location maintains suitable temperatures, so that this equipment can operate within the temperature range specified by the invertermanufacturer. 1x per year
7 Check the equipment protection and alarms. 1x per year 8 Clean equipment; in particular, the lower grill on the wiring box through which the air for cooling the heatsink passes and the heatsink itself. (If applicable, then replacement of components such as air filters would be ordered through the manufacturer, and Service Provider would replace air filters on a T&M basis)
1x per year
4. Component Testing
Item ServiceDescription Frequency
1 Test all DC source circuits and input circuits VOC andISC 1x per year 2 Test all OCPDs and disconnects 1x per year
3 Verify accuracy of all meters, sensors, monitoring devices, communications equipment,weather station, security equipment (if installed and accessible) 1x per year
5. Ground Site Maintenance
Item ServiceDescription Frequency
1 Visual inspection of the general site conditions, vegetation, animal damage, and erosion that could affect the system performance.
1x per year
2 Inspection for animal nests, dead animals, and other obstructions in vicinity of array,electrical equipment servicing zones or other key access areas.
1x per year
Photovoltaic Array Cleaning
JCI shall provide the following array cleaning services for the Photovoltaic system(s) three times per year:
Using clean fresh water, conduct soft brush abrasion and spray washing on problematic areas of module surface areas only. Procedure involves initial wetting of the modules, followed by non-abrasive soft bristle brush agitation based on site conditions, followed by a final rinse.
Water is available on site within 150 ft of the array and is provided for by Customer at zero cost to JCI.
Photovoltaic maintenance service and array cleaning in not subject to prevailing wage requirement.
Attachment 4
City of Chowchilla Wastewater Fund
Johnson Controls, Inc. – Proprietary
© 2016 Johnson Controls, Inc.
Energy Storage System Maintenance
JCI shall provide the following maintenance services for the Energy Storage system one time per year (HVAC filter change is four times per year):
Component ES Scope Outline
AC Circuit
Breaker and
Disconnect
Visually inspect circuit breakers in panel and/or
switchboard to ensure that they are in good working order LOTO Follow shutdown procedures to shutdown, lockout, and tag out energy storage system from the electricalsystem; LOTO at circuit breaker and disconnect
AC Disconnect Visually inspect AC disconnect for any signs of damage or corrosion
Open door to AC disconnect and visually inspectinterior for any signs of damage. Ensure connections and fuses are tight and solidly connected; wipe down interior and exterior with clean cloth to remove loose dirt and dust
Step up
transformer
If step up transformer is installed, visually inspect for any signs or damage, corrosion, or malfunction. Ensure ground
connections are tight and solidly connected.
ES Cabinet Check exterior of cabinet for any signs of damage, corrosion, or metal fatigue.
Ensure any openings or holes are waterproof and
weathertight. Apply calking to eye bolt openings.
Ensure anchor bolts are securely fastened.
Open door to cabinet and verify proper operation of
locking mechanism.
Air flow blower fans to be checked for cleanliness and
proper operation.
Cable connections to circuit breaker and switch terminals to be checked to ensure they are tight and solidly connected
Battery System Battery connections to be inspected for proper connection.
Battery trays are to be inspected for any damage,
discoloration, or leakage
Verify temperature sensor accuracy
Battery System Verify humidity sensor accuracy
Attachment 4
City of Chowchilla Wastewater Fund
Johnson Controls, Inc. – Proprietary
© 2016 Johnson Controls, Inc.
Measure insulation resistance between (+) to GND, and
battery (‐) to GND at 1000VDC for 60 sec. Record.
Battery Mgmt Sys Verify connections to the battery management systemare tight and solidly connected.
Control Box Verify connections to the control box are tight and solidly connected
AC Power Verify incoming AC connections are tight and solidly connected.
DC Power Verify DC connections are tight and solidly connected ES Cabinet Clean and wipe down interior of the cabinet with a clean, dry cloth
Close door and remove cosmetic cover. [Caution cover
easily damaged].
HVAC Change HVAC filter. Verify for proper operation. (Four times per year)
Inverter Inspect unit for proper airflow, clean filter screens as necessary
Inspect cooling fans for proper operation, clean debris build up as necessary
Torque check on power terminals
Transformer Visually inspect transformer for signs damage or malfunctioning. Open cover and visually inspect the
connections
Notwithstanding any other provision to the contrary contained elsewhere in this contract, JCI will provide, at no charge to the City, labor to remove and re- install PV modules, Inverters and the Energy Storage components which are being replaced under the manufacturer’s warranty for years 2 through 10.
Notwithstanding any other provision to the contrary contained elsewhere in this contract, JCI will provide, at no charge to the City, to remove and re-install PV modules which are being replaced under the manufacturer’s warranty for years 11 through 25. The work shall be done during JCI routine periodic maintenance visits.
CITY OF CHOWCHILLA JOHNSON CONTROLS, INC.
Signature: Signature:
Name: Brian Haddix Name: Christopher Schulken
Title: City Administrator Title: V.P. Regional General Manager, Energy Solutions
Date: Date:
[END OF DOCUMENT]
City of Chowchilla
Year 1 Measurement & Verification Report
Submitted by:
Johnson Controls Inc.
February 2021
2 Page Intentionally Left Blank
TABLE OF CONTENTS
TABLE OF CONTENTS ................................................................................................ 3 Year 1 Measurement & Verification Report................................................................. 5
1. EXECUTIVE SUMMARY.......................................................................................... 5
1.1 PROJECT BACKGROUND............................................................................... 5
1.2 PROJECT OVERVIEW...................................................................................... 5
1.3 CHANGES BETWEEN CONTRACT AND AS-BUILT CONDITIONS ............... 6
1.4 GUARANTEED AND VERIFIED ENERGY AND COST SAVINGS FOR YEAR 1 ....................................................................................................................... 6
1.5 YEAR 1 UTILITY RATES................................................................................... 8
2. SUMMARY OF PERFORMANCE PERIOD REQUIREMENTS.............................. 10
2.1 MEASUREMENT AND VERIFICATION OVERVIEW...................................... 10
2.2 MEASUREMENT AND VERIFICATION METHODOLOGY............................. 12
2.3 CHANGE IN USE............................................................................................. 19
2.4 OPERATIONS AND MAINTENANCE REPORTING REQUIREMENTS ......... 19 APPENDIX.................................................................................................................... 21 APPENDIX 1 – PV Output ........................................................................................... 21 APPENDIX 2 – Water Meter Report............................................................................ 24
Page Intentionally Left Blank
© 2020 Johnson Controls
Customer Confidential
Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. PAGE | 5
Year 1 Measurement & Verification Report
1. EXECUTIVE SUMMARY
1.1 PROJECT BACKGROUND
This is the Year 1 Measurement & Verification Report, which documents the Year 1 verified energy and operational savingsincorporated through the partnership between City of Chowchilla and Johnson Controls, Inc. This annual report includes:
• A description of the installed Energy Conservation Measures (ECMs) and M&V methodologies used under the performance agreement
• Provides verified savings figures for the Year 1 performance period (January 1, 2020 – December 31, 2020)
This project includes a twenty-five-year performance period and provides a combined savings guarantee of $27,507,643 over that period. Energy performance reports are generated and reconciled annually.
1.2 PROJECT OVERVIEW
Johnson Controls was selected by City of Chowchilla to develop an ESPC project. JCI furnished the design, engineering, permitting, procurement implementation, start-up and training as necessary to provide a complete and functional installation for each Facility Improvement Measure (FIM).
Table 1 lists the 11 FIMs that were selected based on their individual and collective merit in supporting the mission of City of Chowchilla.
© 2020 Johnson Controls
Customer Confidential
Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. PAGE | 6 Table 1: FIMs Included in Project
FIM # FIM Description
Water Enterprise Fund
1A Water Meter Improvements
1B Advance Metering Infrastructure (AMI) System Installation 2A Engineering Package for Corp Yard Measures
2B Technical Documents
3 Photovoltaic (PV) at Corporate Yard (NEM)
4 Photovoltaic (PV) at WWTP for City Wells (RESBCT)
12 Well #1 and Water Storage Tank at Corp Yard
Wastewater Enterprise Fund
5 Photovoltaic (PV) at WWTP with Energy Storage (NEM)
General Fund
6 Photovoltaic (PV) at WWTP for City Buildings (RESBCT) 7A Interior and Exterior LED Lighting
7B LED Streetlights
8A Replace HVAC Equipment – Police Department
8B Replace HVAC Equipment – Fire Department
8C Replace HVAC Equipment – Senior Center
9 Not Used
10 Installation of Security Cameras
11 Corp Yard Improvements
1.3CHANGES BETWEEN CONTRACT AND AS-BUILT CONDITIONS
There were no changes to the contract scope of work.
1.4GUARANTEED AND VERIFIED ENERGY AND COST SAVINGS FOR YEAR 1 The guaranteed cost savings for Year 1 from energy and O&M is $604,527 as shown in Table 2 below. This amount is based on the savings from the eleven installed FIMs using the baseline data and rates as set forth in Schedule 2, Section IV, “Baseline Calculations and Utility Rates” of the Performance Contract.
Table 3 presents the verified Year 1 Project Benefits. Dollars are derived by using the Utility Rates illustrated in Tables 4 and 5 of Section 1.5. As stated in the contract the Total Project Benefits are these first year Annual Project Benefits multiplied by the term of the contract, currently twenty five years until renewed. At the current twenty five year term, the Total Project Benefits amounts to $27,507,643.
© 2020 Johnson Controls
Customer Confidential
Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. PAGE | 7 Table 2: Guaranteed Year 1 Savings Overview
FIM
Electric
Energy
(kWh)
Gas
(Therm)
Electric
Energy ($) Gas ($)
Other
EnergyRelated
O&M Cost
($)
Total Cost
Savings ($)
Water Enterprise Fund
1A & 1B - Water Meter Improvements & AMI
System $49,033 $49,033
3 - Photovoltaic (PV) at Corporate Yard (NEM) 369,617 $50,994 $50,994 4 - Photovoltaic (PV) at WWTP for City Wells
(RESBCT) 800,785 $72,578 $72,578
12 - Well #1 and Water Storage Tank at Corp Yard 844,869 $134,738 $134,738 Subtotal 2,015,271 0 $258,310 $0 $49,033 $307,343
Wastewater Enterprise Fund
5 - Photovoltaic (PV) at WWTP with Energy
Storage (NEM) 1,300,315 $145,227 $145,227
5C - Electric Rate Change for PV at WWTP with
Energy Storage $31,572 $31,572
Subtotal 1,300,315 0 $176,799 $0 $0 $176,799
General Fund
6 - Photovoltaic (PV) at WWTP for City Buildings
(RESBCT) 966,694 $89,875 $89,875
7A - Interior and Exterior LED Lighting 61,879 $13,999 $13,999 7B - LED Streetlights 54,502 $7,649 $7,649
8A - Replace HVAC Equipment – Police
Department 29,992 321 $6,413 $339 $6,751
8B - Replace HVAC Equipment – Fire Department 5,481 166 $1,187 $175 $1,362 8C - Replace HVAC Equipment – Senior Center 2,241 210 $527 $221 $748 Subtotal 1,120,789 696 $119,650 $735 $0 $120,385
Total 4,436,375 696 $554,759 $735 $49,033 $604,527
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Table 3: Verified Savings for Performance Year 1
FIM
Electric
Energy
(kWh)
Gas
(Therm)
Electric
Energy
($)
Gas
($)
Other
EnergyRelated
O&M
Cost ($)
Total Cost
Savings
($)
Water Enterprise Fund
1A & 1B - Water Meter Improvements & AMI
System $49,033 $49,033
3 - Photovoltaic (PV) at Corporate Yard (NEM) 279,860 $44,826 $44,826 4 - Photovoltaic (PV) at WWTP for City Wells
(RESBCT)
834,894 $133,105 $133,105
12 - Well #1 and Water Storage Tank at Corp
Yard
1,139,722 $165,557 $165,557
Subtotal 2,254,476 $343,488 $49,033 $392,522
Wastewater Enterprise Fund
5 - Photovoltaic (PV) at WWTP with Energy
Storage (NEM)
1,477,200 $158,095 $158,095
5C - Electric Rate Change for PV at WWTP
with Energy Storage
$32,666 $32,666
Subtotal 1,477,200 $190,761 $0 $190,761
General Fund
6 - Photovoltaic (PV) at WWTP for City
Buildings (RESBCT)
1,033,874 $164,828 $164,828
7A - Interior and Exterior LED Lighting 64,457 $14,615 $14,615 7B - LED Streetlights 54,502 $7,667 $7,667
8A - Replace HVAC Equipment – Police
Department
30,920 331 $6,626 $350 $6,976
8B - Replace HVAC Equipment – Fire
Department
5,650 171 $1,226 $181 $1,407
8C - Replace HVAC Equipment – Senior
Center
2,310 216 $544 $228 $773
Subtotal 1,191,713 718 $195,507 $759 $0 $196,266
Total 4,923,390 718 $729,757 $759 $49,033 $779,549
1.5YEAR 1 UTILITY RATES
As agreed upon in the Performance Contract, the Base Utility Costs are escalated annually by the actual utility cost escalation but such escalation shall be no less than the mutually agreed "floor" escalation rate of 5 percent (5%), except for Operations and Maintenance cost avoidance for Water Meters and AMI, which will be subject to a 4% escalation rate. The Base © 2020 Johnson Controls
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Year 1 utility rates are presented in Tables 4 and 5.
Table 4: Year 1 Utility Rates by FIM
FIM# Site Energy Rate
($/kWh)
Energy Rate
($/therm)
7A Interior
Civic Center
$0.346
7A Exterior $0.167
7A Interior
Police Dept $0.328
7A Exterior $0.167
8A Police Dept $0.214 $1.057
8B Fire Dept $0.217 $1.057
8C Senior Ctr $0.236 $1.057
12 Corp Yard $0.145
Table 5: Year 1 PV Utility Rates by FIM
FIM 3 FIM 4 & 6 FIM 5
Rate Schedule E-19R TOU A-6 TOU* E-19 TOU
Season Time
Period
Energy
Rate
($/kWh)
Non-Bypass Demand
Rates ($/kW)
Energy Rate
($/kWh)
Energy
Rate
($/kWh)
Summer
On-Peak $0.329 $0.021 $1.560 $0.363 $0.147
Part-Peak $0.153 $0.021 $0.530 $0.123 $0.107
Off-Peak $0.080 $0.021 $0.000 $0.065 $0.080
Winter
On-Peak $0.000 $0.021 $0.000 $0.000 $0.000
Part-Peak $0.102 $0.021 $0.030 $0.090 $0.101
Off-Peak $0.087 $0.021 $0.000 $0.073 $0.087
Anytime $15.860
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2. SUMMARY OF PERFORMANCE PERIOD REQUIREMENTS
2.1 MEASUREMENT AND VERIFICATION OVERVIEW
The project includes 9 FIMs that require M&V. Each FIM was provided with an M&V method to track annual savings. A summary of the approved M&V methodologies is provided in Table 6.
Table 6: Summary of M&V Methods
FIM
# FIM Description
M&V
Option
Used
Summary of M&V Plan
1 Water Meter & AMI
System
NonMeasuredYear 1 Period: Water meter performance consulting services with monthly review and evaluations of data
3, 4,
6 PV at Corporate Yard
(NEM), WWTP for City
Wells (RESBCT), and
WWTP for City
Buildings (RESBCT)
B
Installation Period: Setup Data Acquisition System (DAS) to provide monthly and annual data for PV reports. JCI will provide a Post Installation report that provides the monthly PV savings from the partial acceptance date to the beginning of Year 1 Measurement & Verification Period. Measured variables are - Sunlight solar irradiance (kWh/m2) (Measured Post retrofit), Electricity Production kW and kWh (Measured Post Retrofit).
Year 1-25 Period: Continuous measurement of solar insolation and electrical power output & comparison to modeled energy production. Baseline adjustments will be made for solar insolation and for outages due to acts of nature/god and vandalism. Normalized production shall be input into the calculation sheet to determine savings based on rate schedule. 5 PV at WWTP with
Energy Storage (NEM) B & A
Installation Period: Setup Data Acquisition System (DAS) to provide monthly and annual data for PV reports. JCI will provide a Post Installation report that provides the monthly PV savings from the partial acceptance date to the beginning of Year 1 Measurement & Verification Period. Measured variables are - Sunlight solar irradiance (kWh/m2) (Measured Post retrofit), Electricity Production kW and kWh (Measured Post Retrofit).
Year 1-25 Period: Continuous measurement of solar insolation and electrical power output and demand. Comparison of actual production to modeled energy production of PV generation and Energy Storage peak demand limiting. Baseline adjustments will be made for solar insolation and for outages due to acts of nature/god and vandalism. Normalized production shall be input into the calculation sheet to determine savings based on rate schedule.
7A
Interior and Exterior
Lighting Retrofit A
Installation Period: JCI will complete 80/20 M&V sampling Plan for one time Pre and Post kW and FC readings. Hours of
operation are agreed upon. JCI Measurement & Verification © 2020 Johnson Controls
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Year 1-25 Period: As-built lighting revisions made during the PIR will be applied to determine Year 1-15 energy savings.
7B Street Lighting A
Installation Period: JCI Measurement & Verification Engineer will review as-built and update installation report with as-built conditions, witness a sample of lighting measurements fc and consumption watts and develop and deliver an Installation Measurement & Verification Report.
Year 1 Period: As-built lighting revisions made during the PIR will be applied to determine Year 1 energy savings. The rate schedule will be changed by the customer and verified by JCI (Option A).
Year 2-25 Period: As-built lighting revisions made during the PIR will be applied to determine Year 2-15 energy savings.
8A,
8B,
8C
Replace HVAC
Equipment
A
Installation Period: Verify FIM HVAC submittals of new HVAC equipment meet or exceed contract efficiency. MeasurementOne time data logger installation on new HVAC systems 5 tons and larger to record amperage on all phases of power and outside air temperature. The measured performance EER/SEER of new HVAC systems will be compared to Manufacturers ARI rated EER/SEER efficiency. If the efficiency measured deviates more than -10% of the ARI rated efficiency, the calculated savings will be recalculated. The agreed upon non-measured savings will be applied each year until the end of the contract.
Year 1-25 Period: Visual inspection of HVAC systems.
12 Well #1 and Water
Storage Tank at Corp
Yard
A
Installation Period: Verify FIM well submittals of new well equipment meet or exceed proposed efficiency and operating schedule. Measurement - One time efficiency test reading similar to baseline data test on new well and pump. The measured performance of new well systems will be compared to proposed efficiency rating. If the efficiency measured deviates more than - 10% of the proposed efficiency, the calculated savings will be recalculated. A JCI engineer to provide input on well pump operating schedule to avoid well running during peak utility period.
Year 1-25 period: Visual inspection of well systems and operating schedule.
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2.2 MEASUREMENT AND VERIFICATION METHODOLOGY
Option A:
The savings for below FIMs were verified using IPMVP Option A, Retrofit Isolation with Key Parameter Measurement. The savings for these FIMs are generated through a reduction in energy used by a single system; therefore, the measurement boundary is the retrofitted system itself.
FIM 5C – Electric Rate Change for Photovoltaic (PV) at WWTP with Energy Storage (NEM) Energy savings from the PV system FIM result from the displacement of utility provided electricity by the PV array produced electricity at the proposed utility rates. Additional savings is the result of changing the electric rate from the current PG&E rate to the PG&E A-6 rate which provides a higher value for the electricity produced by the PV system.
This measure will utilize one-time IPMVP Option A M&V approach. JCI will validate the energy savings realized from the implementation of this FIM by:
• Verification at the commencement of the Guarantee Term, via inspection of PG&E billing that the proposed rate change has been made.
The verified savings from rate schedule change is $32,666. The post-retrofit savings for this measure will be deemed to have been verified and no further M&V activities will be performed for the remainder of the term.
FIM 7A - Lighting Retrofit Interior and Exterior
Site 1: Civic Center
Site 2: Police Department
The pre-retrofit kW sample was measured during construction prior to retrofitting the fixtures.
The lighting system annual run hours are agreed upon. These run hours are based on interviews with City personnel and photocell operation. The results of the lighting run hours, multiplied by the baseline lighting load (kW), result in the baseline kWh usage. This usage was calibrated to the baseline utility bills to verify the baseline lighting usage. The agreed upon run hours table can be found in Schedule 1 of the Performance Contract.
The as-built lighting quantity and fixture types (provided by the lighting contractor) were compared to the proposed lighting quantity and fixture types listed in the savings calculation spreadsheets. The post installation fixture power draw will be completed in Year 2 due to missing parameters during the post installation measurement. Power draw measurements were planned © 2020 Johnson Controls
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Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc. PAGE | 13 during Year 1 but could not be completed because of unforeseen circumstances and scheduling issues. Once the measurements are completed, corrections will be made to the original building FIM spreadsheet calculations as appropriate. For Year 1 savings, the proposed savings are used.
Once adjustments described above are made, thereafter, the post-retrofit savings for this measure can safely be assumed for the remainder of the term. The proposed savings for Lighting Retrofits are presented in Table 7 below.
Table 7: Lighting Retrofit Interior and Exterior Year 1 Proposed Savings FIM Site Electric Energy Saved
(kWh/Yr)
Electric Energy Savings
($/Yr)
Civic Center 37,137 $9,651
Police Department 27,321 $4,964
Total 64,458 $14,615
FIM 7B – Street Lighting
Savings from the conversion of the streetlights to LED result from changing the electric rate from the current PG&E LS-2 rates for HPS lamps to the PG&E LS-2 rates for LED lamps which has a lower monthly energy rate.
This measure utilizes a one-time IPMVP Option A M&V approach. JCI will validate the energy savings realized from the implementation of this FIM by:
• Verification at the commencement of the Guarantee Term, via inspection of PG&E billing that the proposed rate change has been made.
At the time of this report, JCI is still in the process of coordinating with PG&E to ensure that the proper rate schedule change occurred and reflects the energy rate for new LED lamps.
Unfortunately, PG&E has not provided required utility bills which JCI requested in June 2020.
Once the verification described above has been made, thereafter, the post-retrofit savings for this measure will be deemed to have been verified and no further M&V activities will be performed for the remainder of the term. For Year 1 savings, the proposed savings are used.
These savings for streetlight conversions are presented in Table 8 below.
Table 8: Street Lighting LED Conversion Year 1 Proposed Savings FIM Site Quantity of Lamp
Conversions
Electric Energy Saved
(kWh/Yr)
Electric Energy Savings
($/Yr)
LED Streetlights 59 54,502 $7,667
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Site 1: Police Department
Site 2: Fire Department
Site 3: Senior Center
The savings are validated by the measurements, verification, and monitoring of key parameters of the ECMs. The respective variables that are measured, verified, and monitored are selected based on IPMVP protocols. The key operating parameters for the rooftop and split system upgrades are the difference in unit efficiencies. One time power factor and voltage measurements will be taken and multiplied by the measured amperage to determine the HVAC system kW.
HVAC units 5 tons and larger will have data loggers installed to measure performance. The equipment that requires data logging are AC-1 at Senior Center, and HVAC system #7 at Police Department. AC-2 at Fire Department has been excluded from the required measurements because during the construction phase it was discovered that the condensing unit on AC-2 had recently been replaced, thus requiring that only the evaporator be replaced under this Performance Contract.
The real time data will be used to calculate the EER at the outside air temperature during the logging period. The calculated “actual” EER will be compared to the design EER/SEER provided by manufacturer. Since the unit specificationslist efficiencies at ambient temperature of 95 degrees, it is best to take measurements when outside air conditions are closest to that. Ideally, these measurements would’ve been performed last summer but due to the unforeseen circumstances and scheduling issues it was not completed in time and will need to be performed in summer of 2021 and presented in the Year 2 M&V report. The agreed upon savings will be applied each year until the end of the contract once verified. Table 9 presents proposed Year 1 savings by site.
Table 9: HVAC Replacement Year 1 Proposed Savings
FIM Site
Electric Energy
Saved (kWh/Yr)
Gas Saved
(Therm/Yr)
Electric Energy
Savings ($/Yr) Gas Savings ($/Yr)
Police Department 30,920 331 $6,626 $350
Fire Department 5,650 171 $1,226 $181
Senior Center 2,310 216 $544 $228
Total 38,880 718 $8,397 $759
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The savings for this FIM were verified using IPMVP Option A, Retrofit Isolation with Key Parameter Measurement. Savings were derived by the installation of the new Well 1 and the water storage tank which will improve the pumping efficiency of well 1 and allow reduction in run hours of the other wells 3, 5A, 8, 10, 11 and 14.
The overall pump efficiency of the new well #1 was measured in a post installation test, which was comparable to the test conducted on Oct 14, 2014, to determine the as-built pump efficiency and to validate savings. It was JCI’s expectation that the engineering, design and specification of the well #1 pumping system, performed by the Customer’s consulting engineer, will meet a minimum overall pump efficiency of 65.5% in order to achieve the guaranteed benefits. The asbuilt overall pump efficiency was determined to be 68.5% during post installation measurements and the savings for this FIM were updated to reflect the higher efficiency as presented in Table 10 below.
Therefore, the post-retrofit savings of $165,557 for this measure were deemed to have been measured and verified and the agreed upon savings will be applied each year until the end of the contract.
Table 10: Well #1 and Water Storage Tank Year 1 Verified Savings FIM #12
Electric Energy
Saved
(kWh/Yr)
Electric Energy
Savings ($/Yr)
Guaranteed 844,869 $134,738
Verified 1,139,722 $165,557
Variance 294,854 $30,819
Option B:
Energy savings from this renewable resource FIM result from the displacement of utility provided electricity by the PV array produced electricity at the proposed utility rates and the electricity discharge of the Energy Storage system (FIM 5 only). Energy savings for FIM 4 and 6 are in the form of bill credit transfers (BCT). The energy production is estimated by the industry standard PVSyst calculation program utilizing Typical Meteorological Year 3 (TMY3) weather data. The PV Syst program uses local hourly solar radiation data to calculate electrical energy output for a given PV array DC rating, AC de-rate factor and panel orientation. © 2020 Johnson Controls
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FIM 3: PV at Corporate Yard (NEM)
FIM 4: PV at WWTP for City Wells (RESBCT)
FIM 5: PV at WWTP with Energy Storage (NEM)
FIM 6: PV at WWTP for City Buildings (RESBCT)
This measure will utilize an IPMVP Option B M&V approach. JCI will validate the energy savings realized from the implementation of this FIM by:
• Verify, via monitoring system that the equipment is being maintained and functioning properly
• Monthly review of the on-line monitoring data such as solar irradiation, temperature and kWh/kW provided by the monitoring system included with the FIM. • Baseline adjustments will be made for solar insolation and for outages due to acts of nature/god and vandalism. A 0.5% degradation rate will be applied annually to account for PV module power output degradation.
The baseline proposed savings are derived based on the following assumptions for each FIM.
Table 11: PV SYST Baseline Results
(Proposed Annual Energy Production)
Site / Arrays Solar Irradiation
(GlobHor)
(kWh/m2)
PV System
Size (kW)
Array Energy Output to
Grid (E Array) (MWh)
FIM 3 - Corporate Yard (NEM) 1910.4 233.0 363.5
FIM 4 - WWTP City Wells (RESBCT) 1874.8 407.0 810.4
FIM 5 - WWTP w/ Energy Storage (NEM) 1874.8 682.29 1387.0 FIM 6 - WWTP City Buildings (RESBCT) 1874.8 504.0 1003.6 The Guaranteed and Verified Year 1 savings are presented in Tables 12 and 13 below. Tables 12 represent savings by site and Table 13 illustrates the total Photovoltaic savings. The proposed savings for the RESBCT PV system at WWTP were calculated with a conservative rate schedule because PG&E was in the process of rate revisions when the project was being designed.
Ultimately, the rates turned out to be more favorable than expected resulting in higher cost savings.
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FIM #3 Photovoltaics
Electric
Energy
Generated
(kWh/Yr)
Electric Energy
Savings ($/Yr)
Guaranteed 369,617 $50,994
Measured 279,860 $44,826
Variance -89,757 ($6,168)
WWTP for City Wells (RESBCT)
FIM #4 Photovoltaics
Electric
Energy
Generated
(kWh/Yr)
Electric Energy
Savings ($/Yr)
Guaranteed 800,785 $72,578
Measured 834,894 $133,105
Variance 34,109 $60,528
WWTP (NEM)
FIM #5 Photovoltaics
Electric
Energy
Generated
(kWh/Yr)
Electric Energy
Savings ($/Yr)
Guaranteed 1,300,315 $145,227
Measured 1,477,200 $158,095
Variance 176,886 $12,868
WWTP for City Buildings (RESBCT)
FIM #6 Photovoltaics
Electric
Energy
Generated
(kWh/Yr)
Electric Energy
Savings ($/Yr)
Guaranteed 966,694 $89,875
Measured 1,033,874 $164,828
Variance 67,180 $74,953
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PV (all Sites)
Electric
Energy
Generated
(kWh/Yr)
Electric Energy
Savings ($/Yr)
Guaranteed 3,437,411 $358,674
Measured 3,625,828 $500,855
Variance 188,417 $142,180
Non-Measured
Non-Measured facility improvements are measures that have characteristics that may be costly to measure relative to savings and/or have a low risk of not meeting savings expectations. For Non – Measured benefits savings are generated using accepted engineering calculations with the risk of savings typically not being in the performance variable but rather the usage variable.
Customer has furnished the foregoing information to JCI, which information forms the basis of the Non-Measured Project Benefits. Customer agrees that the Non-Measured Project Benefits are reasonable and that the installation of the Improvement Measures will enable Customer to take actions that will result in the achievement of such Non-Measured Project Benefits.
FIM 1A – Water Meter Improvements
The Year 1 savings for this measure is outlined in Table 14 below. JCI and the customer mutually agree that these benefits were realized and that no post-retrofit meter accuracy testing will occur. Details on each benefit can be found in Schedule 2A of the Water Fund Contract.
The Year 1 water and energy savings benefits as well as applicable escalation rates are listed below.
Table 14: Water Meter Improvements and AMI System Installation Year 1 Savings Source of Non-Measured Project Benefits
Annual
Escalation
Rate
Yr. 1
Benefit
Increased Small & Intermediate Meter Accuracy Benefit $5,684 Increased Large Meter Accuracy Benefit 5% $1,389
Billing System Error Corrections 5% $6,071
Meter Typing (Logged) 5% $4,807
Operations & Maintenance Cost Avoidance 4% $30,000
Future Capital Cost Avoidance 5% $1,082
Total Non-Measured Project Benefits $49,033
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2.3CHANGE IN USE
Savings for Performance Contracts utilize a baseline to establish conditions that are fixed in order to compare savings from like or similar conditions. To borrow a euphemism, this is an “apples to apples” comparison such that the savings are compared under the same circumstances as the base condition. Consequently, as changes occur to City of Chowchilla facilities that may impact the FIMs installed, they must be reported so any potential adjustments can be assessed. Please report any changes, which may affect the use of electrical use through the addition of new equipment, or the change in operation of existing equipment. It is important that the staff at the facility keep Johnson Controls informed on any equipment or operation changes that could affect the actual savings as outlined in Schedule 3 of the Performance Contract.
2.4 OPERATIONS AND MAINTENANCE REPORTING REQUIREMENTS
Customer Responsibilities:
1. Properly maintaining, and performing appropriate preventative maintenance on, all equipment and building systems affecting the Assured Performance Guarantee in accordance with manufacturers' standards and specifications.
2. Providing all records relating to energy and/or water usage and related maintenance of the premises and relevant equipment requested by JCI
JCI Responsibilities:
1. PV Maintenance Service
A. JCI shall provide on-going service for the photovoltaic systems for a term of twenty five years.
B. Provide panel module cleaning three times per year.
C. Provide the following one time annual services:
• Structure and racking systems inspection and testing. • Electrical system (AC, DC and grounding systems) inspection and testing. • Inspection and testing of Data Acquisition system.
• Inspection and testing of inverter as per manufacturers recommended procedure. • Inspection of solar access for possible shading issues. • Complete and provide a Customer System Maintenance Log checklist showing that all work has been completed and identifying any defects or issues found. © 2020 Johnson Controls
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2. Energy Storage System Maintenance
A. JCI shall provide on-going maintenance services for the Energy Storage System for a term of twenty five years.
B. Change HVAC filter four times per year.
C. Provide annual preventive maintenance services.
• Inspection of electrical components (AC circuit breaker and disconnect, transformer, control box, AC and DC connections, and inverter).
• Verify temperature and humidity sensor accuracy.
• Cabinet interior and exterior inspection
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APPENDIX
APPENDIX 1 – PV Output
Chowchilla Corp Yard PV Daily Output (kW)
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/
City of Chowchilla - Johnson Controls
Water Meter Performance Consulting Services
Last Updated 02/26/2021
/
BillingYear 1 2 3 4 5 6 7 8 9 10 11 12
2020
2021 $192,771 $194,139 $241,392 $259,236 $309,154 $300,541 $327,781 $323,886 $312,849 $296,303 $253,626 $207,182
FiscalYear 1 2 3 4 5 6 7 8 9 10 11 12 Total
2020 $327,781 $323,886 $312,849 $296,303 $253,626 $207,182 $192,771 $194,139 $241,392 $259,236 $309,154 $300,541 $3,218,860 FiscalYear, FiscalMonth
2013
2014
2015
2020
2021
TotalBilledAmount by FiscalMonth
$0.2M
$0.3M
FiscalMonth
TotalBilledAmount
2 4 6 8 10 12
Fixed Revenue and VariableRevenue
(45.34%)
(54.66%)
$1.46M
$1.76M
Fixed Revenue
VariableRevenue
Fixed Revenue and VariableRevenue by FiscalYearMonth
$0.0M
$0.1M
$0.2M
$0.3M
FiscalYearMonth
Fixed Revenue and Variabl…
202002 202004 202006 202008 202010 202012
Fixed Revenue VariableRevenue
Fiscal Year Water Revenue
2019
2020
$2,847,950
$2,887,649
FiscalYear Fixed Revenue
VariableRevenue TotalBilledAmount
2020 $1,459,483 $1,759,376.7635 $3,218,860
From City of
ChowChilla
Budget
Document
/
Meter Size
1
1.5
2
2.5
3
4
5/8
6
Account/Meter Stat BilledYear
Meter Size
2020
7 8 9 10 11 12
2021
1 1
1.5 2
2.5 3
4 5/8
6 3607
117
211
65 75
15 20
3638
117
213
73 75
15 20
3669
118
225
1 73
75 15
20 3717
118
225
1 74
75 15
20 3754
118
226
1 74
75 15
20 3787
118
229
2 83
76 15
20 3813
118
229
2 83
76 15
20 Total 4110 4151 4196 4245 4283 4330 4356
BilledYear, BilledMo…
2020
7
8
9
10
11
12
2021
1 BilledYear
Meter Size
2020
7 8 9 10 11 12 Total
2021
1 Total
1 1.5
2 2.5
3 4
5/8
6 10,180,364
399,238
2,666,377
1,472,625
2,184,649
5,100
1,900,592
10,426,943
242,583
2,579,483
1,204,229
2,123,418
4,707
1,896,298
9,211,775
227,859
3,183,108
0 1,013,703
2,158,319
4,586
1,766,236
8,863,144
273,347
2,641,236
0 987,876
2,043,602
6,218
1,123,398
7,026,432
237,050
2,099,329
180
927,497
1,552,384
5,793
672,878
4,769,858
215,385
1,300,284
0 555,349
1,318,295
4,297
400,110
50,478,516
1,595,462
14,469,817
180
6,161,279
11,380,667
30,701
7,759,512
4,252,766
234,915
821,606
0 394,986
1,053,921
4,888
122,186
4,252,7
234,9
821,6
394,9
1,053,9
4,8
122,1
Total 18,808,945 18,477,661 17,565,586 15,938,821 12,521,543 8,563,578 91,876,134 6,885,268 6,885,2 BilledYear
Meter Size
2020
7 8 9 10 11 12 Total
2021
1 Total
Tota
1 1.5
2 2.5
3 4
5/8
6 $204,284
$8,248
$39,361
$16,574
$37,036
$342
$21,935
$208,403
$6,371
$38,295
$14,947
$33,425
$338
$22,108
$192,564
$6,229
$45,904
$51
$12,890
$36,158
$336
$18,717
$188,539
$6,778
$39,573
$51
$12,620
$35,486
$356
$12,902
$164,960
$6,347
$33,302
$53
$12,410
$28,118
$351
$8,085
$136,769
$6,094
$24,163
$51
$8,631
$24,833
$333
$6,310
$1,095,520
$40,067
$220,598
$205
$78,072
$195,056
$2,056
$90,055
$130,951
$6,334
$18,902
$51
$7,343
$24,933
$340
$3,919
$130,951
$6,334
$18,902
$51
$7,343
$24,933
$340
$3,919
$1,2
$
$2
$
$2
$
Total $327,781 $323,886 $312,849 $296,303 $253,626 $207,182 $1,721,628 $192,771 $192,771 $1,9 Total Count by Each Meter Sizes
25.99K (87.58%)
1.56K (5.25%)
0.53K (1.77%) Meter Size
1 2
1.5 4
3 6
5/8
Quantity Billed by Meter Size 2.5
(55.42%) (15.48%)
(1…)
(7.98%)
(1.85%)
15M 55M
12…
8M
2M Meter Size
1 2
4 6
3 1.5
5/8
2.5 Amount Billed by Meter Size
$1M (64.07%)
(12.…)
(11.4…)
$0M (4.46%)
$0M
$0M
Meter Size
1 2
4 6
3 1.5
5/8
2.5 /
Top Accounts (Above $10k Billed) per Customer Entity
BilledYear, BilledMonth
2020
7
8
9
10
11
12
2021
1
BilledYear
CustomerName(Top)
2020
7 8 9 10 11 12 Total
2021
1 Total
Total
Shasta Villas/Winn Mgt Companies
Chowchilla Union High School
Greenhills Master Association
The Village at Chowchilla
Merced OKR, LLC
Chowchilla Investment Group
Piranha Pipe & Precast Inc.
Myerwood Apt Homes
Washington Square Apartments
Global Ampersand LLC
Central Valley Concrete
Buttonwillow Warehouse Co
Wilson School
The Lakes R.V. & Golf Resort
Chowchilla Junior Fairgrounds
$15,323
$18,049
$13,036
$9,905
$10,492
$4,254
$6,088
$3,761
$3,022
$3,699
$2,294
$2,658
$2,748
$1,972
$2,146
$13,355
$18,241
$12,181
$10,055
$10,331
$2,382
$4,519
$3,714
$2,809
$2,963
$2,079
$1,732
$1,928
$1,884
$2,741
$15,572
$15,395
$12,096
$8,986
$10,262
$10,539
$3,522
$3,454
$3,635
$2,939
$1,779
$1,656
$2,701
$2,240
$1,879
$15,967
$10,858
$11,381
$7,991
$9,118
$6,025
$3,498
$3,563
$3,827
$2,584
$1,782
$1,946
$1,116
$2,184
$1,378
$12,456
$6,826
$7,736
$8,516
$7,614
$5,917
$3,196
$3,294
$2,840
$1,410
$1,717
$1,752
$1,125
$1,455
$853
$10,065
$4,846
$7,082
$6,990
$5,311
$4,118
$1,970
$2,755
$2,667
$1,707
$1,454
$1,334
$973
$646
$748
$82,738
$74,215
$63,512
$52,442
$53,128
$33,235
$22,793
$20,541
$18,799
$15,301
$11,105
$11,078
$10,590
$10,381
$9,744
$11,840
$2,505
$3,040
$6,150
$4,045
$4,389
$1,428
$2,712
$2,361
$1,857
$1,237
$645
$661
$482
$822
$11,840
$2,505
$3,040
$6,150
$4,045
$4,389
$1,428
$2,712
$2,361
$1,857
$1,237
$645
$661
$482
$822
$94,579
$76,720
$66,552
$58,592
$57,173
$37,624
$24,221
$23,253
$21,160
$17,158
$12,342
$11,722
$11,251
$10,862
$10,566
TopCustomer
True
Amount Billed by BillingDate and CustomerName(Top)
$0K
$5K
$10K
$15K
$20K
BillingDate
Amount Billed
Aug 2020 Sep 2020 Oct 2020 Nov 2020 Dec 2020 Jan 2021
CustomerName(Top) Buttonw… Central … Chowchi… Chowchi… Chowchi… Global … Greenhil… Merced … Myerwo… Piranha … Shasta … The Lak… The Villa… Washin… Wilson … /
Top Accounts per each individual meter
BilledYear, BilledMonth
2020
7
8
9
10
11
12
2021
1
BilledYear
Name
2020
7 8 9 10 11 12 Total
2021
1 Total
Total
Shasta Villas/Winn Mgt Companies
Greenhills Master Association
Chowchilla Union High School District
The Village at Chowchilla
Merced OKR LLC (irrigation)
Chowchilla Investment Group
Myerwood Apt Homes
Washington Square Apartments
Piranha Pipe & Precast Inc.
Global Ampersand LLC
Central Valley Concrete
Buttonwillow Warehouse Co
Wilson School
The Lakes R.V. & Golf Resort
Chowchilla Junior Fairgrounds
Ronald Reagan/Irrigation
Chowchilla Union High School
Save Mart #103
Chowchilla Garden Apartments
Olivero Ranch, LLC
Invigorate Post Acute of Chowchilla
Kristi, Claire
Villas Owners Association
Chowchilla Union High School-Continuatio
Piranha Pipe & Precast
Camarena Health
Countrywood Laundromat
West Coast USA Properties, LLC
Hsu, Jieun
Beverage, Bill
Brown, D.C.
Heritage Station Properties LLC
$15,323
$13,036
$15,176
$9,905
$10,264
$4,254
$3,761
$3,022
$5,433
$3,699
$2,294
$2,658
$2,748
$1,972
$2,146
$2,005
$1,974
$1,058
$1,033
$1,028
$13,355
$12,181
$15,092
$10,055
$10,101
$2,382
$3,714
$2,809
$3,839
$2,963
$2,079
$1,732
$1,928
$1,884
$2,741
$2,458
$2,082
$1,380
$1,164
$1,038
$15,572
$12,096
$12,566
$8,986
$10,038
$10,539
$3,454
$3,635
$2,872
$2,939
$1,779
$1,656
$2,701
$2,240
$1,879
$1,702
$1,890
$1,371
$1,192
$1,166
$15,967
$11,381
$8,779
$7,991
$8,870
$6,025
$3,563
$3,827
$2,855
$2,584
$1,782
$1,946
$1,116
$2,184
$1,378
$1,720
$1,258
$946
$1,282
$1,216
$12,456
$7,736
$5,544
$8,516
$7,348
$5,917
$3,294
$2,840
$2,519
$1,410
$1,717
$1,752
$1,125
$1,455
$853
$556
$591
$1,023
$917
$1,062
$10,065
$7,082
$4,015
$6,990
$5,081
$4,118
$2,755
$2,667
$1,275
$1,707
$1,454
$1,334
$973
$646
$748
$544
$221
$1,079
$992
$1,032
$82,738
$63,512
$61,172
$52,442
$51,701
$33,235
$20,541
$18,799
$18,794
$15,301
$11,105
$11,078
$10,590
$10,381
$9,744
$8,986
$8,017
$6,857
$6,580
$6,542
$11,840
$3,040
$2,037
$6,150
$3,819
$4,389
$2,712
$2,361
$710
$1,857
$1,237
$645
$661
$482
$822
$287
$172
$916
$1,154
$1,128
$11,840
$3,040
$2,037
$6,150
$3,819
$4,389
$2,712
$2,361
$710
$1,857
$1,237
$645
$661
$482
$822
$287
$172
$916
$1,154
$1,128
$94,579
$66,552
$63,208
$58,592
$55,520
$37,624
$23,253
$21,160
$19,503
$17,158
$12,342
$11,722
$11,251
$10,862
$10,566
$9,273
$8,189
$7,773
$7,734
$7,670
$973
$929
$1,075
$846
$654
$583
$523
$540
$655
$657
$476
$620
$1,393
$961
$1,039
$1,016
$680
$588
$561
$543
$625
$715
$462
$581
$1,064
$952
$926
$888
$650
$570
$518
$562
$550
$556
$488
$557
$1,215
$926
$903
$770
$643
$579
$570
$614
$474
$496
$520
$490
$809
$826
$823
$640
$677
$573
$551
$556
$446
$434
$484
$436
$300
$723
$423
$558
$696
$543
$654
$570
$541
$390
$500
$376
$5,754
$5,316
$5,189
$4,719
$3,999
$3,436
$3,377
$3,384
$3,292
$3,248
$2,929
$3 060
$296
$675
$352
$246
$718
$553
$607
$565
$545
$372
$473
$327
$296
$675
$352
$246
$718
$553
$607
$565
$545
$372
$473
$327
$6,050
$5,992
$5,541
$4,965
$4,717
$3,989
$3,985
$3,949
$3,836
$3,620
$3,402
$3 387
/
BilledYear
Name
2020
12
Butler, Gary
14480487
Chowchilla Memorial Healthcare District
49726994
Del Gado, Maria
17779105
Johnson, Michael
17779663
Kristi, Claire
15881239
Las Palmas Auto Center, Inc.
12588299
Life Change Church
17879234
Schallberger, Roxanne
17778759
Sheppard Sporting Goods
17780402
285.4%
186.0%
173.3%
244.1%
461.0%
216.4%
524.4%
331.5%
188.2%
Abnormal%
170.1% 600.0%
BilledYear, BilledMonth
2020 (BilledYear) + 12 (BilledMonth)
BilledYear
Name
2020
7 8 9 10 11 12
2021
1
Butler, Gary
14480487
Chowchilla Memorial Healthcare District
49726994
Del Gado, Maria
17779105
Johnson, Michael
17779663
Kristi, Claire
15881239
Las Palmas Auto Center, Inc.
12588299
1 45
0 0
1,538
285
26 0
0 141
41 4
0 0
362
3 37
0 0
1,435
226
150
0 392
158
883
1,534
210
8,757
1,932
492
3,735
696
42 855
1,606
392
170
Quantity Billed by BilledMonth, BilledYear and Meter ID 0K
2K
4K
6K
8K
10K
BilledMonth BilledYear
Quantity Billed
9 2020 8 2020 10 2020 11 2020 7 2020 1 2021 12 2020
Meter ID 12588299 14480487 15881239 17778759 17779105 17779663 17780402 17879234 49726994 /
Meter Size
1 1.5 2 2.5 3 4 5/8 6
ZeroUsage BilledYear
Meter Size
2020 7
89 10 11 12
2021 1
1 1.5 2
2.5 34
5/8 6
117
11 32
34 2986
1233
33 34
2986
1195
421
34 2976
1513
331
35 2976
1243
33 34
2976
130
10 402
42 3076
126
10 532
43 3086
Total 237 236 243 265 236 267 278
BilledYear, BilledMo…
2020 7 8 9 10 11 12
2021 1
Quantity Billed
00 Customer Number Name
Meter Location Meter ID Meter Size Rate # Amount Billed Quantity Billed
1.3917.02
1.3084.01
1.4942.06
1.4097.11
1.3970.14
1.3380.02
1.3985.03
1.1710.05
1.1602.12
1.2828.12
1.2673.15
1.2145.09
1.1012.01
1.1846.06
1.4276.09
1.4445.12
1.4579.04
1.3978.07
1.2792.10
1 3437 08
A J Property Holdings Inc.
Abbott, Robert
Abraham, Bradly
Acevez, Epigmenio
Aguirre, Ricardo
Al Accary, Chita
Alfaro Garcia, Hector
Alsup, Joshua
Altom, Bradie
Alvarado, Adriana
Alvarez, Amador
Alvarez, Jovita
Andrews, Rosalie
Angel, Amy
Arreola, Isabel
Ayala, Richard
Baek, Young
Baer, Emily
Bains, Rajbir
Bakker Guy & JoAnn
704 Kings
420 N 8th
14060 Spyglass
801 Robertson
713 Alameda
5155 Congressional
715 Rosehill
1315-1315 1/2 Ventura
12515 Prairie Dunes
323 Rose
2940 San Michele
1556 Roosevelt
1 Adams Drive
1401 Humboldt
9060 Hunters Creek
12030 Pheasant Run
17026 Grand Island
7135 Emerald
316 Riverside
5235 Camelback
17780376
17779966
12163178
12588171
17779864
13024944
10013462
15881284
12309571
17779804
17778844
12311405
15196162
17778934
12588120
12309622
13713088
12588226
17779932
12588163
111111111111
1.5 1111111
200
400
200
200
200
200
200
201
200
200
200
200
200
200
200
200
200
200
600
200
$22
$44
$22
$22
$22
$22
$22
$22
$22
$48
$22
$22
$22
$22
$22
$22
$22
$22
$66
$22
00000000000000000000
Total 357035 $16,2140
/
Comparison to Baseline
BilledYear
Meter Size
2020
7 8 9 10 11 12
2021
1 1
1.5 2
2.5 3
4 5/8
6 3607
117
211
65 75
15 20
3638
117
213
73 75
15 20
3669
118
225
1 73
75 15
20 3717
118
225
1 74
75 15
20 3754
118
226
1 74
75 15
20 3787
118
229
2 83
76 15
20 3813
118
229
2 83
76 15
20 Total 4110 4151 4196 4245 4283 4330 4356
Billed Year
Meter Size
2014
1 2 3 4 5 6 7 8 9 10 1
1 1.5
2 2.5
3 3/4
4 5/8
6 2067
66 143
28 5
21 7
3 2078
66 147
29 5
21 7
3 2119
68 150
28 5
21 7
3 2122
67 151
32 6
22 9
3 2114
66 145
28 6
22 6
3 2104
66 145
30 6
22 6
3 2123
66 146
28 9
22 6
3 2110
66 145
28 6
22 6
3 2136
66 148
28 6
22 6
3 2125
68 143
29 6
22 6
3 2
Total 2340 2356 2401 2412 2390 2382 2403 2386 2415 2402 2 Billed Month 2014 2015
1
2
3
4
5
6
7
8
9
10
11
12 2170
2173
2199
2206
2204
2208
2214
2212
2226
2226
2224
2232
2226
2232
2243
2251
2249
2260
2278
2681
2769
2760
2759
2761
Baseline 2014-2015 Performance Year 2020-2021
Number of Meter by Size Number of Meter by Size
Number of Customer Accounts Number of Customer Accounts BilledMonth 2020 2021
1 7
8 9
10 11
12 3687
3719
3751
3800
3835
3882
3904
/
Comparison to Baseline
BilledYear
Meter Size
2020
7 8 9 10 11 12
2021
1 1
1.5 2
2.5 3
4 5/8
6 $204,284
$8,248
$39,361
$16,574
$37,036
$342
$21,935
$208,403
$6,371
$38,295
$14,947
$33,425
$338
$22,108
$192,564
$6,229
$45,904
$51
$12,890
$36,158
$336
$18,717
$188,539
$6,778
$39,573
$51
$12,620
$35,486
$356
$12,902
$164,960
$6,347
$33,302
$53
$12,410
$28,118
$351
$8,085
$136,769
$6,094
$24,163
$51
$8,631
$24,833
$333
$6,310
$130,951
$6,334
$18,902
$51
$7,343
$24,933
$340
$3,919
Total $327,781 $323,886 $312,849 $296,303 $253,626 $207,182 $192,771 Billed Year
Meter Size
2014
1 2 3 4 5 6 7
1 1.5
2 2.5
3 3/4
4 5/8
6 $50,022.08
$3,078.20
$10,140.23
$4,485.85
$290.89
$3,835.60
$189.16
$2,005.41
$45,690.04
$2,456.21
$9,446.54
$4,187.59
$253.10
$3,229.63
$173.83
$1,257.31
$44,250.81
$2,502.84
$8,596.61
$5,155.29
$241.64
$3,743.60
$192.91
$913.21
$49,966.54
$71,968.02
$11,247.27
$5,566.90
$242.21
$3,912.11
$209.53
$1,002.28
$54,373.70
$2,503.34
$11,413.01
$5,161.28
$261.75
$4,200.92
$134.01
$1,134.21
$83,071.29
$3,291.15
$21,463.17
$14,053.56
$443.05
$6,375.90
$171.43
$3,802.65
Total $74,047.42 $66,694.25 $65,596.91 $144,114.86 $79,182.22 $132,672.20 $1 Baseline 2014-2015 Performance Year 2020-2021
Water Usage Water Usage
Billed Year
Meter Size
2014
1 2 3 4 5 6 7
1 1.5
2 2.5
3 3/4
4 5/8
6 3,226,675
188,230
872,061
441,648
21,530
265,319
9,786
210,830
2,642,069
138,750
772,033
446,733
16,340
175,335
8,449
102,410
2,413,129
124,608
641,131
574,296
14,816
206,562
11,421
52,541
3,221,386
10,174,872
996,430
645,276
14,658
263,362
11,444
65,450
3,788,976
129,558
1,060,468
753,563
17,275
306,443
6,562
84,569
7,419,773
190,239
2,289,980
1,960,689
42,465
542,884
11,985
471,300
6,850,28
160,76
2,103,26
938,59
43,73
584,98
18,00
514,10
Total 5,236,079 4,302,119 4,038,504 15,392,878 6,147,414 12,929,315 11,213,73 BilledYear
Meter Size
2020
7 8 9 10 11 12
2021
1 1
1.5 2
2.5 3
4 5/8
6 10,180,364
399,238
2,666,377
1,472,625
2,184,649
5,100
1,900,592
10,426,943
242,583
2,579,483
1,204,229
2,123,418
4,707
1,896,298
9,211,775
227,859
3,183,108
0 1,013,703
2,158,319
4,586
1,766,236
8,863,144
273,347
2,641,236
0 987,876
2,043,602
6,218
1,123,398
7,026,432
237,050
2,099,329
180
927,497
1,552,384
5,793
672,878
4,769,858
215,385
1,300,284
0 555,349
1,318,295
4,297
400,110
4,252,766
234,915
821,606
0 394,986
1,053,921
4,888
122,186
Total 18,808,945 18,477,661 17,565,586 15,938,821 12,521,543 8,563,578 6,885,268 /
Billed Month
2014 2015
1 2
3 4
5 6
7 8
9 10
11 12
$6,778.42
$6,322.77
$5,923.87
$6,446.39
$6,005.29
$10,009.62
$9,371.92
$10,234.03
$10,455.97
$7,338.55
$7,447.19
$4,988.26
$5,826.75
$5,642.66
$5,674.97
$6,974.25
$6,915.21
$9,630.11
$8,265.99
$15,569.75
$9,712.34
$7,757.70
$7,961.81
$8,609.87
Total $91,322.28 $98,541.41
Amount by Billed Month and Billed Year
$5K
$10K
$15K
Billed Month
Amount
2 4 6 8 10 12
Billed Year 2014 2015
Billed Month
2014 2015
1 2
3 4
5 6
7 8
9 10
11 12
347,428
309,876
277,290
368,374
346,237
571,157
529,471
602,454
601,155
398,142
384,688
197,116
231,445
227,927
249,456
381,383
372,674
560,706
429,350
672,795
522,761
422,202
389,114
398,391
Total 4,933,388 4,858,204
Quantity Billed by Billed Month and Billed Year
0.2M
0.4M
0.6M
Billed Month
Quantity Billed
2 4 6 8 10 12
Billed Year 2014 2015
Service Classification
SEWER
/
Billed Year
Meter Size
2015
9 1
1.5 2
2.5 3
3/4
4 5/8
6 2784
73 145
2 29
6 22
6 3
Total 3070
Billed Year, Billed Month
2014
2015
1
2
3
4
5
6
7
8
9
10
11
12
Total Count Of Each Meter Sizes
2.78K (90.68%)
0.15K (4.72%) (0.94%)
0.03K
Meter Size
1 2
1.5 3
4 3/4
5/8
6 2.5
Service Classification
SEWER
W MTR
/
Billed Year
Meter Size
2014
1 2 3 4 5 6 7 8 9 10 11 12
2015
1 2 3 4
1 1.5
2 2.5
3 3/4
4 5/8
6 3,226,675
188,230
872,061
441,648
21,530
265,319
9,786
210,830
2,642,069
138,750
772,033
446,733
16,340
175,335
8,449
102,410
2,413,129
124,608
641,131
574,296
14,816
206,562
11,421
52,541
3,221,386
10,174,872
996,430
645,276
14,658
263,362
11,444
65,450
3,788,976
129,558
1,060,468
753,563
17,275
306,443
6,562
84,569
7,419,773
190,239
2,289,980
1,960,689
42,465
542,884
11,985
471,300
6,850,289
160,762
2,103,268
938,593
43,731
584,989
18,002
514,100
7,034,808
169,238
2,309,330
1,024,827
42,345
541,553
15,072
569,300
7,005,153
188,740
2,232,322
1,183,941
38,568
613,657
14,819
563,740
4,369,867
152,450
1,328,181
1,120,945
18,408
390,786
5,979
152,060
5,189,993
157,434
1,142,894
1,001,714
19,284
312,234
5,457
174,000
2,055,824
101,189
461,257
868,590
23,304
195,524
4,020
9,800
2,184,993
104,994
441,824
610,510
4,542
147,257
5,126
12,970
2,071,188
122,885
446,783
746,623
7,929
187,603
6,027
8,000
2,456,652
118,484
633,409
451,390
14,386
184,711
8,479
80,630
3,900,747
162,984
1,325,997
690,766
18,415
363,380
10,796
195,070
Total 5,236,079 4,302,119 4,038,504 15,392,878 6,147,414 12,929,315 11,213,734 11,706,473 11,840,940 7,538,676 8,003,010 3,719,508 3,512,216 3,597,038 3,948,141 6,668,155 Billed Year, Billed M…
2014
2015
1
2
3
4
5
6
7
8
9
10
11
12
Quantity Billed by Meter Size
105M (57.31%)
30M (16.44%)
20M (11.05%)
14M (7.41%)
8M (4.55%) (0.28%)
1M
Meter Size
1 2
3 1.5
4 6
3/4
5/8
2.5 Service Classification
SEWER
W MTR
/
Billed Year
Meter Size
2014
1 2 3 4 5 6 7 8 9 10 11 12
2015
1 2 3
1 1.5
2 2.5
3 3/4
4 5/8
6 $50,022.08
$3,078.20
$10,140.23
$4,485.85
$290.89
$3,835.60
$189.16
$2,005.41
$45,690.04
$2,456.21
$9,446.54
$4,187.59
$253.10
$3,229.63
$173.83
$1,257.31
$44,250.81
$2,502.84
$8,596.61
$5,155.29
$241.64
$3,743.60
$192.91
$913.21
$49,966.54
$71,968.02
$11,247.27
$5,566.90
$242.21
$3,912.11
$209.53
$1,002.28
$54,373.70
$2,503.34
$11,413.01
$5,161.28
$261.75
$4,200.92
$134.01
$1,134.21
$83,071.29
$3,291.15
$21,463.17
$14,053.56
$443.05
$6,375.90
$171.43
$3,802.65
$78,499.57
$2,954.33
$19,919.29
$6,816.73
$469.53
$6,518.00
$212.95
$4,097.97
$79,905.52
$3,040.49
$21,064.56
$7,989.93
$436.45
$6,298.98
$192.73
$4,478.85
$80,131.83
$3,302.68
$20,810.92
$8,150.64
$410.32
$6,347.56
$190.98
$4,440.49
$59,190.43
$2,743.45
$13,563.76
$8,246.04
$268.17
$5,017.87
$129.99
$1,599.89
$64,245.55
$2,954.51
$12,639.52
$7,807.70
$273.44
$4,273.92
$126.38
$1,751.28
$42,744.34
$2,128.62
$7,097.66
$6,961.01
$300.90
$3,346.14
$116.47
$618.30
$46,293.86
$2,413.21
$7,527.13
$5,003.90
$183.68
$3,016.12
$132.88
$685.21
$46,442.64
$2,716.96
$7,492.85
$6,424.37
$207.84
$3,475.66
$139.54
$648.43
$48
$2
$8
$4
$
$3
$
$1
Total $74,047.42 $66,694.25 $65,596.91 $144,114.86 $79,182.22 $132,672.20 $119,488.37 $123,407.51 $123,785.42 $90,759.60 $94,072.30 $63,313.44 $65,255.99 $67,548.29 $69, Billed Year, Bille…
2014
2015
1
2
3
4
5
6
7
8
9
10
11
12
Billed Amount by Meter Size
$1.53M (65.42%)
$0.33M (14.11%)
$0.16M (6.91%)
$0.14M (5.95%)
$0.11M (4.93%)(0.31%)
$0.01M
Meter Size
1 2
3 1.5
4 6
3/4
5/8
2.5 Service Classification
SEWER
W MTR