and staff time for project management that may not meet the ARPA funding deadline, staff requests an appropriation of $677,359 from Measure X Fund 120.
Should the City Council approve the budgetary adjustments and cash transfers, funding for the South Mall Parking Lot, Main, and 6th Street Project will be available in Capital Improvement Project No. ST-2025-07, with a balance of $4,515,719.17 in Fund 413 and $677,358.83 in Fund 120.
The estimated project costs are outlined as follows:
Construction………………………………………………………………………………..….…
…..$4,515,720
Contingency
(10%)……………..……………………………………..……..………..………………$451,57
2 Construction Support
(5%)…………………….…………………………………………………… $225,786
Total Construction Cost
………………….…………………..……….…………………………$5,193,078
Staff recommends budgetary adjustments and cash transfers as shown in the following tables.
Budgetary Adjustments
Project No. Fund Current
Balance
Requested
Adjustments
Revised
Balance
ST-2025-07
South Mall Pkg
Lot Rehab
American
Rescue Plan
Act Fund 413
$4,992,195.30 $(476,475.83) $4,515,719.47
ST-2025-07
South Mall Pkg
Lot Rehab
Measure X
Fund 120
$0.00 $677,358.53 $677,358.53
Totals $4,992,195.30 $200,882.70 $5,193,078.00
Cash Transfers
Fund Transfer In Transfer Out
Measure X Fund 120 476,475.83
American Rescue Plan Act Fund 413 (476,475.83)
Total $476,475.83 ($476,475.83)
ENVIRONMENTAL ANALYSIS:
These actions are categorically exempt pursuant to Section 15301(c) of the Guidelines for the California Environmental Quality Act (CEQA), which states that a project which consists of minor repairs and maintenance to existing facilities does not have a significant impact of the environment and is therefore exempt from CEQA. This action involves minor repairs, maintenance, and alteration of existing highways, streets, sidewalks, or similar
features involving negligible or no expansion of use beyond that currently existing from the requirements of CEQA. A Notice of Exemption will be filed prior to the start of construction.
PREPARED BY: KEEGAN OLDS, CIP SUPERVISOR
REVIEWED BY: SAVAT KHAMPHOU, PUBLIC WORKS DIRECTOR
ATTACHMENTS:
1. Exhibit 1 – Location Map
2. Exhibit 2 – Construction Contract
CA\DD\02000.50111\10151761.2 1 (UPDATED: 01-19)
CONTRACT
THIS CONTRACT is made this _____ day of ________________, 20___, in the County of Riverside, State of California, by and between the City of Corona, hereinafter called City, and R2BUILD, a California corporation. hereinafter called Contractor. The City and the Contractor for the considerations stated herein agree as follows:
ARTICLE 1. SCOPE OF WORK. The Contractor shall perform all Work within the time stipulated the Contract and shall provide all labor, materials, equipment, tools, utility services, and transportation to complete all of the Work required in strict compliance with the Contract Documents as specified in Article 5 below for the following Project:
SOUTH MALL PARKING LOT MAIN AND 6TH STREETS
PROJECT NO. ST-2025-07 NIB 25-029CA
The Contractor and its surety shall be liable to the City for any damages arising as a result of the Contractor’s failure to comply with this obligation.
ARTICLE 2. TIME FOR COMPLETION. A Move-in period of 10 calendar days shall start on the date of issuance of the Notice to Proceed. This period shall be used by the Contractor to confirm utility locations, turn in project submittals or other supporting documentation for approval and procure the necessary material and equipment to complete the Work. The Work shall commence on the last day of the Move-in period or the first Working Day the Contractor actually starts the Work, whichever occurs first. The Contractor shall complete all Work required by the Contract Documents within 60 Working Days. By its signature hereunder, Contractor agrees the time for completion set forth above is adequate and reasonable to complete the Work.
ARTICLE 3. CONTRACT PRICE. The City shall pay to the Contractor as full compensation for the performance of the Contract, subject to any additions or deductions as provided in the Contract Documents, and including all applicable taxes and costs, the sum of Four Million Five Hundred Fifteen Thousand Seven Hundred Nineteen Dollars and 47 Cents ($4,515,719.47) Payment shall be made as set forth in the General Conditions.
ARTICLE 4. LIQUIDATED DAMAGES. In accordance with Government Code section 53069.85, it is agreed that the Contractor will pay the City the sum of $1,200 for each and every calendar day of delay beyond the time prescribed in the Contract Documents for finishing the Work, as Liquidated Damages and not as a penalty or forfeiture. In the event this is not paid, the Contractor agrees the City may deduct that amount from any money due or that may become due the Contractor under the Contract. This Article does not exclude recovery of other damages specified in the Contract Documents.
ARTICLE 5. COMPONENT PARTS OF THE CONTRACT. The “Contract Documents” include the following:
Notice Inviting Bids
Instructions to Bidders
Contractor's Bid Forms
Docusign Envelope ID: 171B45B3-1502-43F8-8A56-C575788294CE Docusign Envelope ID: CF1D4BCA-51C7-40B5-8AAE-78094983F74A
CA\DD\02000.50111\10151761.2 2 (UPDATED: 01-19)
Contractor’s Certificate Regarding Workers’ Compensation Bid Bond
Designation of Subcontractors
Information Required of Bidders
Non-Collusion Declaration form
Contract
Performance Bond
Payment (Labor and Materials) Bond
General Conditions
Special Provisions (or Special Conditions)
Federal Requirements and Federal Forms
Technical Specifications
Addenda
Plans and Contract Drawings
Approved and fully executed change orders
Any other documents contained in or incorporated into the Contract The Contactor shall complete the Work in strict accordance with all of the Contract Documents.
All of the Contract Documents are intended to be complementary. Work required by one of the Contract Documents and not by others shall be done as if required by all. This Contract shall supersede any prior agreement of the parties.
ARTICLE 6. PROVISIONS REQUIRED BY LAW. Each and every provision of law required to be included in these Contract Documents shall be deemed to be included in these Contract Documents. The Contractor shall comply with all requirements of applicable federal, state and local laws, rules and regulations, including, but not limited to, the provisions of the California Labor Code and California Public Contract Code which are applicable to this Project.
ARTICLE 7. INDEMNIFICATION. Contractor shall provide indemnification as set forth in the General Conditions.
ARTICLE 8. PREVAILING WAGES. Contractor is aware of the prevailing wage requirements of Chapter 1 (beginning at Section 1720 et seq.) of Part 7 of Division 2 of the California Labor Code, as well as Title 8, Section 16000 et seq. of the California Code of Regulations (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. Contractor and its subcontractors shall fully comply with the Prevailing Wage Laws for their employees and any others to whom such laws are applicable. Contractor and its subcontractors shall also be responsible for any and all violations and fines imposed on them pursuant to the Prevailing Wage Laws. Pursuant to SB 854, which amended the Prevailing Wage Laws, this Contract is subject to compliance monitoring and enforcement by the DIR. Beginning April 1, 2015, no contractor or subcontractor may be awarded this Contract unless registered with the DIR pursuant to Labor Code section 1725.5. The City will report all necessary contracts to the DIR as required by the Prevailing Wage Laws.
Contractor shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Work available to interested parties upon request, and shall post copies at the Contractor’s principal place of business and at the Project site. It is most efficient for the Contractor to obtain a copy of the prevailing wages in effect at the commencement of this Contract from the website of the Division of Labor Statistics and Research of the DIR located at www.dir.ca.gov/dlsr/. In the alternative, the Contractor may obtain a copy of the Docusign Envelope ID: 171B45B3-1502-43F8-8A56-C575788294CE Docusign Envelope ID: CF1D4BCA-51C7-40B5-8AAE-78094983F74A
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prevailing wages from the City. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. [SIGNATURES ON FOLLOWING PAGE]
Docusign Envelope ID: 171B45B3-1502-43F8-8A56-C575788294CE Docusign Envelope ID: CF1D4BCA-51C7-40B5-8AAE-78094983F74A
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IN WITNESS WHEREOF, this Contract has been duly executed by the above-named parties, on the day and year above written.
CITY OF CORONA
By:
______________________________
Savat Khamphou
Public Works Director/City Engineer
Reviewed By:
______________________________
Keegan Olds, PE
Acting CIP Manager
Reviewed By:
______________________________
Yasmin Lopez
Purchasing Manager
Attest:
______________________________
Sylvia Edwards, City Clerk
City of Corona, California
R2BUILD
By:
______________________________
Massoud Jami
President
______________________________
License Number
By:
______________________________
Khalil Sarwari
Secretary
Docusign Envelope ID: 171B45B3-1502-43F8-8A56-C575788294CE 1031564
Docusign Envelope ID: CF1D4BCA-51C7-40B5-8AAE-78094983F74A
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Public Works Department
2024-185
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
PROFESSIONAL SERVICES AGREEMENT WITH Z&K CONSULTANTS FOR
CONSTRUCTION INSPECTION, LABOR COMPLIANCE, AND MATERIAL TESTING SERVICES FOR VARIOUS PROJECTS, REQUEST FOR PROPOSALS 25-021SB, IN THE AMOUNT OF $826,032
EXECUTIVE SUMMARY:
This staff report asks the City Council to approve the Professional Services Agreement with Z&K Consultants for $826,032 for construction inspection, labor compliance, and materials testing services for various capital improvement projects, including ARPAfunded projects. The projects include the Citywide Traffic Signal Optimization, Project No.
ST-2022-03; the City Hall Veterans Memorial Improvements, Project No. FC-2023-06; the Old Police Department Building Demolition, Project No. FC-2023-09; the Community Facilities & Infrastructure Phase I - Victoria Park Splash Pad, Project No. FC-2023-12; the South Mall Parking Lot Rehabilitation, Project No. ST-2025-07, and the Citywide Pavement Rehabilitation, Project No. ST-2025-26.
RECOMMENDED ACTION:
That the City Council:
a. Award Notice Request for Proposals No. 25-021SB to Z&K Consultants for construction inspection, labor compliance, and materials testing services.
b. Approve the Professional Services Agreement with Z&K Consultants for the various construction projects in the amount of $826,032. c. Authorize the City Manager, or his designee, to execute the Professional Services Agreement with Z&K Consultants in the amount of $826,032, including any nonsubstantive extensions, change orders, purchase orders, and amendments up to 10% of the contract amount or $82,603 per Corona Municipal Code Section
3.08.070(I).
BACKGROUND & HISTORY:
In 2021, the American Rescue Plan Act (ARPA) was approved by the federal government in response to the COVID-19 pandemic to respond to the public health emergency and offset negative economic impacts. The City of Corona received an allotment of $29 million for this purpose, allocated to specific projects at the City Council Fall workshop in September 2021. Since that time, design work has proceeded on the various ARPA projects. ARPA requirements state that all funds must be encumbered or under contract before December 31, 2024, or they must be returned. To ensure all funds are encumbered before the ARPA deadline and that the projects can proceed with these deadlines, a Request for Proposals was issued to provide construction inspection, materials testing, and labor compliance services for these projects.
ANALYSIS:
Request for Proposals (RFP) 25-021SB for Construction Inspection, Labor Compliance, and Material Testing Services for Various ARPA Projects was advertised on October 7, 2024, pursuant to Corona Municipal Code (CMC) Section 3.08.110 Non-public projects formal bidding procedure and posted on the City’s bidding portal, PlanetBids. The ARPA projects included the Citywide Traffic Signal Optimization, Project No. ST-2022-03; the City Hall Veterans Memorial Improvements, Project No. FC-2023-06; the Old Police Department Building Demolition, Project No. FC-2023-09; the Community Facilities & Infrastructure Phase I - Victoria Park Splash Pad, Project No. FC-2023-12; the South Mall Parking Lot Rehabilitation, Project No. ST-2025-07, and the Citywide Pavement Rehabilitation, Project No. ST-2025-26.
On November 7, 2024, eight (8) proposals were received through the PlanetBids bidding service. Proposals were evaluated by three staff members in the Public Works Department. Firms were evaluated based upon their ability to provide the services specified in the Scope of Work based on the following criteria:
Completeness of Response (Pass or Fail): Responses must be complete and include proposal content requirements and subsequent addenda. Qualifications of Firm (10 points): Technical competence and experience in providing similar services. Demonstrated knowledge of the scope of work required, capability of performing specific tasks, adequacy of staff to provide the required services, and reputation, strength, and stability of the firm. Qualifications of Personnel (45 points): The qualifications, education, technical competence and experience of proposed staff. Key personnel’s anticipated level
of involvement performing the work. A consultant team organization diagram that identifies the main contact person and any proposed sub-consultants. The experience and qualifications for each proposed team member and subconsultants, including the anticipated level of participation as primary or supportive.
Work Plan/Project Understanding and Approach (45 points): Consultants must have demonstrated thoroughly the understanding of the project and the City’s requirements, identify and understand all Project issues and challenges, provide a quality work plan that includes a logical project organization and appropriate resource estimates and labor distribution among the various required tasks.
Consultant shall also have demonstrated the adequacy of their systems and processes to manage cost, budget, project schedule, and communications with the City.
The following is a summary of the proposals evaluation results:
Firm Location Evaluation
Ranking
Z&K Consultants Riverside, CA 1
Fountainhead Consulting Corporation Fontana, CA 2
Dudek Encinitas, CA 3
TKE Engineering Inc. Riverside, CA 4
Onward Engineering Anaheim, CA 5
Transtech Engineers, Inc. Chino, CA 6
Gafcon PM-CM LLC San Diego, CA 7
FEI Associates Consulting Engineers Chino, CA Non-responsive Staff has reviewed all the proposals and recommends awarding the contract to Z&K Consultants. Z&K Consultants possesses the skills, experience and staffing necessary to execute the scope of work for this project successfully.
Staff negotiated and requested a Best and Final Offer (BAFO) from Z&K Consultants.
This resulted in over $50,000 in savings from the original cost proposal.
FINANCIAL IMPACT:
Each project has requested funds for these services at time of construction contract award and have sufficient funding for the recommended actions.
ENVIRONMENTAL ANALYSIS:
These actions are exempt from the California Environmental Quality Act (CEQA), as the actions are not a “project” as defined by CEQA (PRC Section 21065 and CEQA Guidelines Section 15378), guidelines which define a “project” as the whole of an action which has a potential for resulting in either a direct physical change in the environment, or reasonable foreseeable indirect physical change in the environment, and that is an activity directly undertaken by any public agency including public works construction and
related activities. These actions involve the approval of a professional services agreement. Therefore, no environmental analysis is required at this time.
PREPARED BY: TRACY MARTIN, SENIOR PROJECT MANAGER
REVIEWED BY: SAVAT KHAMPHOU, PUBLIC WORKS DIRECTOR
ATTACHMENTS:
1. Exhibit 1 – Professional Services Agreement
CA\DD\02000.50101\1401461.15
PTEAM 12.29.2023 1 (CITY ATTY: 05-19)
PROFESSIONAL SERVICES AGREEMENT
WITH Z&K CONSULTANTS, INC.
(CONSTRUCTION INSPECTION, LABOR COMPLIANCE AND MATERIAL TESTING SERVICES FOR VARIOUS ARPA PROJECTS, RFP 25-021SB)
1. PARTIES AND DATE.
This Agreement is made and entered into this _____day of ______________, 2024 (“Effective Date”) by and between the City of Corona, a municipal corporation organized under the laws of the State of California with its principal place of business at 400 South Vicentia Avenue, Corona, California 92882 (“City”) and Z&K Consultants, Inc. a California corporation with its principal place of business at 1713 Van Buren Blvd., Suite122, Riverside, CA 92504 (“Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement.
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement.
Consultant represents that it is experienced in providing professional construction inspection, labor compliance, and material testing services to public clients, is licensed in the State of California, and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render such services for the Construction Inspection, Labor Compliance and Material Testing Services Various ARPA Projects, RFP 25-021SB project (“Project”) as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional construction inspection, labor compliance and material testing consulting services necessary for the Project (“Services”). The Services are more particularly described in Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules, and regulations.
3.1.2 Term. The term of this Agreement shall be from December 4, 2024 to February 28, 2027 (“Term”), unless earlier terminated as provided herein. Consultant shall complete the Services within the Term of this Agreement, and shall meet any other established Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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schedules and deadlines. The Parties may, by mutual, written consent, extend the Term of this Agreement one or more times by executing a written amendment pursuant to Section 3.6.8 below (each a “Renewal Term”). The terms “Term” and “Renewal Term” may sometimes be generally and collectively referred to as “Term” in this Agreement.
3.2 Responsibilities of Consultant.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Consultant retains the right to perform similar or different services for others during the Term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services within the Term of this Agreement, in accordance with the Schedule of Services set forth in Exhibit “B” attached hereto and incorporated herein by reference, and in accordance with any other completion schedule or milestones which may be separately agreed upon in writing by the Parties. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant’s conformance with the Schedule, City shall respond to Consultant’s submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All Services performed by Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City.
The key personnel for performance of this Agreement are as follows: Crystal Fraire, President.
3.2.5 City’s Representative. The City hereby designates Savat Khamphou, Public Works Director, or his or her designee, to act as its representative for the performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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of the City for all purposes under this Contract. Consultant shall not accept direction or orders from any person other than the City’s Representative or his or her designee.
3.2.6 Consultant’s Representative. Consultant hereby designates Crystal Fraire, or his or her designee, to act as its representative for the performance of this Agreement (“Consultant’s Representative”). Consultant’s Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant’s Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City’s staff, consultants and other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant agrees that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants shall have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the Term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant’s failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.
3.2.9 Laws and Regulations; Employee/Labor Certifications. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work or Services knowing them to be contrary to such laws, rules and regulations and without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees, and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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3.2.9.1 Employment Eligibility; Consultant. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time. Such requirements and restrictions include, but are not limited to, examination and retention of documentation confirming the identity and immigration status of each employee of the Consultant.
Consultant also verifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement, and shall not violate any such law at any time during the Term of the Agreement. Consultant shall avoid any violation of any such law during the Term of this Agreement by participating in an electronic verification of work authorization program operated by the United States Department of Homeland Security, by participating in an equivalent federal work authorization program operated by the United States Department of Homeland Security to verify information of newly hired employees, or by some other legally acceptable method. Consultant shall maintain records of each such verification, and shall make them available to the City or its representatives for inspection and copy at any time during normal business hours. The City shall not be responsible for any costs or expenses related to Consultant’s compliance with the requirements provided for in Section 3.2.9 or any of its subsections.
3.2.9.2 Employment Eligibility; Subcontractors, Consultants, Subsubcontractors and Subconsultants. To the same extent and under the same conditions as Consultant, Consultant shall require all of its subcontractors, consultants, sub-subcontractors and subconsultants performing any work or Services relating to the Project or this Agreement to make the same verifications and comply with all requirements and restrictions provided for in Section
3.2.9.1. 3.2.9.3 Employment Eligibility; Failure to Comply. Each person executing this Agreement on behalf of Consultant verifies that they are a duly authorized officer of Consultant, and understands that any of the following shall be grounds for the City to terminate the Agreement for cause: (1) failure of Consultant or its subcontractors, consultants, subsubcontractors or subconsultants to meet any of the requirements provided for in Sections 3.2.9.1 or 3.2.9.2; (2) any misrepresentation or material omission concerning compliance with such requirements (including in those verifications provided to the Consultant under Section 3.2.9.2); or (3) failure to immediately remove from the Project any person found not to be in compliance with such requirements.
3.2.9.4 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Workers’ Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.
3.2.9.5 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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or termination. Consultant shall also comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.2.9.6 Air Quality. To the extent applicable, Consultant must fully comply with all applicable laws, rules and regulations in furnishing or using equipment and/or providing services, including, but not limited to, emissions limits and permitting requirements imposed by the South Coast Air Quality Management District (SCAQMD) and/or California Air Resources Board (CARB). Although the SCAQMD and CARB limits and requirements are more broad, Consultant shall specifically be aware of their application to "portable equipment", which definition is considered by SCAQMD and CARB to include any item of equipment with a fuelpowered engine. Consultant shall indemnify City against any fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable laws, rules and/or regulations by Consultant, its subconsultants, or others for whom Consultant is responsible under its indemnity obligations provided for in this Agreement.
To the extent applicable, Consultant shall comply, and shall ensure all subcontractors comply, with all applicable requirements of the most current version of the regulations imposed by CARB including, without limitation, all applicable terms of Title 13, California Code of Regulations Division 3, Chapter 9 and all pending amendments (“Regulation”).
Throughout the Project, and for three (3) years thereafter, Consultant shall make available for inspection and copying any and all documents or information associated with Consultant’s and its subconsultants’ and subcontractors’ fleets including, without limitation, the Certificates of Reported Compliance (“CRCs”), fuel/refueling records, maintenance records, emissions records, and any other information the Consultant is required to produce, keep or maintain pursuant to the Regulation upon two (2) calendar days’ notice from the City.
Consultant shall be solely liable for any and all costs associated with compliance with the Regulation as well asfor any and all penalties, fines, damages, or costs associated with any and all violations, or failures to comply with the Regulation. Consultant shall defend, indemnify and hold harmless the City, its officials, officers, employees and authorized volunteers free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Regulation.
3.2.10 Insurance.
3.2.10.1 Time for Compliance. Promptly following the Effective Date of this Agreement, but in no event before Consultant commences any Services under this Agreement, Consultant shall provide evidence satisfactory to the City that it has secured all insurance required under this section. Failure to provide and maintain all required insurance shall be grounds for the City to terminate this Agreement for cause.
3.2.10.2 Minimum Requirements. Consultant shall, at its expense, procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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the Agreement by the Consultant, its agents, representatives, employees or subconsultants.
Consultant shall also require all of its subconsultants to procure and maintain the same insurance for the duration of the Agreement. Such insurance shall meet at least the following minimum levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability:
Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned); and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. (B) Minimum Limits of Insurance. Consultant shall maintain limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal injury, advertising injury and property damage. If Commercial General Liability Insurance or other form with general aggregate limit is used including, but not limited to, form CG 2503, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit; (2) Automobile Liability $1,000,000 per accident for bodily injury and property damage; and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation limits as required by the Labor Code of the State of California. Employer’s Liability limits of $1,000,000 per accident for bodily injury or disease.
3.2.10.3 Professional Liability. Consultant shall procure and maintain, and require its sub-consultants to procure and maintain, for a period of five (5) years following completion of the Project, errors and omissions liability insurance appropriate to their profession. Such insurance shall be in an amount not less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.
3.2.10.4 Insurance Endorsements. The insurance policies shall contain or be endorsed (amended) to include the following provisions:
(A) General Liability. The general liability policy shall state that: (1) the City, its directors, officials, officers, employees, agents, and volunteers shall be covered as additional insured with respect to liability arising out of work or operations performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection therewith (the endorsement form shall be at least as broad as ISO Form CG 20 10 11 85 or both CG 20 37 and one of the following: CG 20 10, CG 20 26, CG 20 33 or CG 20 38); and (2) the insurance coverage shall be primary insurance coverage as respects the City, its directors, officials, officers, employees, agents, and volunteers (the endorsement form shall be at least as broad as ISO CG 20 01 04 13). Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents, and volunteers shall be excess of the Consultant’s insurance and shall not be called upon to contribute with it in any way.
(B) Waiver of Subrogation – Workers’ Compensation and
Employer’s Liability Coverage. The insurer shall agree to waive all rights of subrogation against the City, its directors, officials, officers, employees, agents, and volunteers for losses paid under the terms of the insurance policy which arise from work or Services performed by the Consultant.
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(C) All Coverages. If Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City is entitled to the broader coverage and/or higher limits maintained by Consultant. Thus, any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
3.2.10.5 Other Provisions; Endorsements Preferred. Consultant shall endeavor to provide endorsements regarding the following provisions, but nonetheless understands, acknowledges and agrees that the following provisions shall apply and that failure to comply shall be considered to be a breach of this Agreement by Consultant:
(A) Waiver of Subrogation – All Other Policies. Consultant hereby waives all rights of subrogation any insurer of Consultant’s may acquire against the City, its directors, officials, officers, employees, agents, and volunteers for losses paid under the terms of any insurance policy which arise from work or Services performed by the Consultant.
Consultant understands, acknowledges and agrees that this provision is in full force and effect even if the City does not receive a waiver of subrogation endorsement from the insurer. (B) Notice. Consultant shall either: (1) require its insurer to provide thirty (30) days prior written notice to the City before coverage is suspended, voided, or canceled; or (2) notify City in writing that such notice is not available and forward any notice of such actions to the City within two (2) business days from date of receipt by Consultant. Consultant understands, acknowledges and agrees that this provision is in full force and effect even if the City does not receive a waiver of subrogation endorsement from the insurer.
3.2.10.6 Claims Made Policies. The following provisions shall apply to all policies that provide coverage on a claims-made basis: (A) the retroactive date must be shown and must be before the date on which any Services under this Agreement commence; (B) the insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Project; and (C) if coverage is canceled or not renewed and is not replaced with another claims-made policy with a retroactive date prior to the date on which any Services under this Agreement commence, Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of Project.
3.2.10.7 Deductibles and Self-Insurance Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigation, claims administration and defense expenses within the deductible or self-insured retention. The deductible or self-insured retention may be satisfied by either the named insured or the City.
3.2.10.8 Acceptability of Insurers. Unless under the circumstances a different rating is otherwise acceptable to the City in its sole and absolute discretion, insurance is to be placed with insurers which are satisfactory to the City and which meet either of the following criteria : (1) an insurer with a current A.M. Best’s rating no less than A-:VII and licensed as an admitted insurance carrier in California; or (2) an insurer with a current A.M. Best’s rating no less than A-:X and authorized to issue the required policies in California.
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3.2.10.9 Verification of Coverage. Consultant shall furnish City with original certificates of insurance, as well as amendatory endorsements or copies of the applicable policy language effecting coverage required by this Agreement. All documents must be received and approved by the City before any Services commence; provided, however, that failure to obtain the required documents prior to the commencement of Services shall not waive Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, at any time.
3.2.10.10 Reporting of Claims. Consultant shall report to the City, in addition to Consultant’s insurer, any and all insurance claims submitted by Consultant in connection with the Services under this Agreement.
3.2.10.11 Sub-Consultants. All sub-consultants shall comply with each and every insurance provision of this Section 3.2.10. Consultant shall therefore not allow any sub-consultant to commence work on any subcontract to perform any part of the Services until it has provided evidence satisfactory to the City that the sub-consultant has secured all insurance required under this Agreement.
3.2.10.12 Special Risk or Circumstances. The City reserves the right, in its sole and absolute discretion, to modify the requirements of this Section 3.2.10, including limits, based on any of the following: (A) the nature of the risk of the Services; (B) the prior experience of the insured; (C) the rating or other quality or characteristic of the insurer; (D) any special or unique coverage issues; and (E) any other special or unique circumstances.
3.2.11 Safety. Consultant shall execute and maintain its work and Services so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the Services and the conditions under which the Services are to be performed.
3.2.12 Payment Bond. The California Department of Industrial Relations (“DIR”) has communicated to the City that there is a possibility that a payment bond may be required for certain services provided in connection with a public works project. Since such a requirement is currently contrary to the industry standard for the services provided by Consultant under this Agreement and since there is no direct legal authority for this position, the City is not requiring Consultant to provide a payment bond at this time. However, the City hereby reserves the right to require the Consultant to obtain and provide a payment bond for some or all of the Services provided by the Consultant under this Agreement.
If the City determines that a payment bond is required for the Services pursuant to Civil Code Section 9550 or any other applicable law, rule or regulation, Consultant shall execute and provide to City a payment bond in an amount required by the City and in a form provided or approved by the City. In the event a payment bond is required, the City agrees to compensate Consultant for all documented direct costs incurred by Consultant for such payment bond. The Parties shall memorialize the terms of such additional compensation and any other terms and conditions associated with the payment bond in an amendment to this Agreement.
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3.2.13 Accounting Records. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.3 Fees and Payments.
3.3.1 Rates & Total Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation, including authorized reimbursements, shall not exceed Eight Hundred Twenty-Six Thousand and Thirty-Two Dollars ($826,032.00) (“Total Compensation”), without written approval of City’s Representative. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed and hours of Services rendered by Consultant.
The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 30 days of receiving such statement, review the statement and pay all approved charges thereon.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.
3.3.4 Extra Work. At any time during the Term of this Agreement, City may request that Consultant perform Extra Work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City’s Representative.
3.3.5 Prevailing Wages. Consultant is aware of the requirements of Chapter 1 (beginning at Section 1720 et seq.) of Part 7 of Division 2 of the California Labor Code, as well as Title 8, Section 16000 et seq. of the California Code of Regulations (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the Services involve federal funds or otherwise require compliance with the Davis-Bacon Fair Labor Standards Act, the Consultant and its subconsultants shall comply with the higher of the state or federal prevailing wage rates, and the “Prevailing Wage Laws” shall be deemed to include such federal wages laws. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the Total Compensation is $1,000 or more, Consultant and its subconsultants shall fully comply with the Prevailing Wage Laws for their employees and any others to whom such laws are applicable. Consultant and its subconsultants shall also be Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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responsible for any and all violations and fines imposed on them pursuant to the Prevailing Wage Laws. Pursuant to SB 854, which amended the Prevailing Wage Laws, this Agreement would also be subject to compliance monitoring and enforcement by the California Department of Industrial Relations (“DIR”). Beginning April 1, 2015, no consultant or subconsultant may be awarded this Agreement unless registered with the DIR pursuant to Labor Code Section 1725.5. The City will report all necessary agreements to the DIR as required by the Prevailing Wage Laws. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant’s principal place of business and at the Project site. It is most efficient for the Consultant to obtain a copy of the prevailing wages in effect at the commencement of this Agreement from the website of the Division of Labor Statistics and Research of the DIR located at www.dir.ca.gov/dlsr/. In the alternative, Consultant may obtain a copy of the prevailing wages from the City’s Representative. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.3.6 Apprenticeable Crafts. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, Consultant shall comply with the provisions of Section 1777.5 of the California Labor Code with respect to the employment of properly registered apprentices upon public works when Consultant employs workmen in an apprenticeable craft or trade. The primary responsibility for compliance with said section for all apprenticeable occupations shall be with Consultant.
3.4 Termination of Agreement.
3.4.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, as well as any authorized reimbursable expenses, and Consultant shall be entitled to no further compensation.
Consultant may not terminate this Agreement except for cause.
3.4.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.
3.4.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.5 Ownership of Materials and Confidentiality.
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3.5.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically, electronically or otherwise recorded or stored, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). All Documents & Data shall be and remain the property of City, and shall not be used in whole or in substantial part by Consultant on other projects without the City's express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of five (5) years following completion of the Project, and shall make copies available to City upon the payment of actual reasonable duplication costs. In addition, before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents.
3.5.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or its subconsultants, or those provided to Consultant by the City.
3.5.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents and employees from claims arising out of the negligent use or reuse of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant.
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indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted.
3.5.5 Confidentiality. All Documents & Data, either created by or provided to Consultant in connection with the performance of this Agreement, shall be held confidential by Consultant. All Documents & Data shall not, without the prior written consent of City, be used or reproduced by Consultant for any purposes other than the performance of the Services. Consultant shall not disclose, cause or facilitate the disclosure of the Documents & Data to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant that is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.6 General Provisions.
3.6.1 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective Parties at the following address, or at such other address as the respective Parties may provide in writing for this purpose:
Consultant:
Z&K Consultants Inc.
17130 Van Buren Blvd., Suite 122
Riverside, CA 92504
Attn: Crystal Fraire, President
City: City of Corona
400 South Vicentia Avenue
Corona, CA 92882
Attn: Savat Khamphou, Public Works Director
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the Party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
3.6.2 Indemnification. To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its directors, officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, to the extent arising out of, pertaining to, or incident to any alleged willful misconduct or negligent acts, errors or omissions of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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of all settlement amounts, expert witness fees and attorneys fees and other related costs and expenses. Notwithstanding the foregoing, to the extent Consultant's Services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. Consultant’s obligation to indemnify shall survive expiration or termination of this Agreement, and shall not be restricted to insurance proceeds, if any, received by the City, its directors, officials officers, employees, agents, or volunteers.
3.6.3 Governing Law; Government Code Claim Compliance. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County. In addition to any and all contract requirements pertaining to notices of and requests for compensation or payment for extra work, disputed work, claims and/or changed conditions, Consultant must comply with the claim procedures set forth in Government Code Sections 900 et seq. prior to filing any lawsuit against the City. Such Government Code claims and any subsequent lawsuit based upon the Government Code claims shall be limited to those matters that remain unresolved after all procedures pertaining to extra work, disputed work, claims, and/or changed conditions have been followed by Consultant. If no such Government Code claim is submitted, or if any prerequisite contractual requirements are not otherwise satisfied as specified herein, Consultant shall be barred from bringing and maintaining a valid lawsuit against the City.
3.6.4 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.6.5 City’s Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.
3.6.6 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.
3.6.6.1 Subconsultants; Assignment or Transfer. Consultant shall not subcontract any portion of the Services required under this Agreement, except as expressly authorized herein, without the prior written approval of the City. Subcontracts, if any, shall include a provision making them subject to all provisions of this Agreement. Consultant shall also not assign, hypothecate or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to subcontract or take any other action not authorized herein shall be null and void, and any subconsultants, assignees, hypothecates or transferees shall acquire no right or interest by reason of such action.
3.6.7 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days.
All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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reference only, and do not define, limit, augment, or describe the scope, content or intent of this Agreement.
3.6.8 Amendment; Modification. No supplement, modification or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.6.9 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel or otherwise.
3.6.10 No Third Party Beneficiaries. Except to the extent expressly provided for in Section 3.6.6, there are no intended third party beneficiaries of any right or obligation assumed by the Parties.
3.6.11 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6.12 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Consultant further agrees to file, or shall cause its employees or subconsultants to file, a Statement of Economic Interest with the City’s Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the Term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.6.13 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.
3.6.14 Attorney’s Fees. If either Party commences an action against the other Party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing Party in such litigation shall be entitled to have and recover from the losing Party reasonable attorney’s fees and all other costs of such action.
3.6.15 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
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3.6.16 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.6.17 Entire Agreement. This Agreement contains the entire Agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both Parties.
3.6.18 Federal Provisions. When funding for the Services is provided, in whole or in part, by an agency of the federal government, Consultant shall also fully and adequately comply with the provisions included in Exhibit “D” (Federal Requirements) attached hereto and incorporated herein by reference (“Federal Requirements”). With respect to any conflict between such Federal Requirements and the terms of this Agreement and/or the provisions of state law, the more stringent requirement shall control.
[SIGNATURES ON NEXT 2 PAGES]
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CITY’S SIGNATURE PAGE FOR
CITY OF CORONA
PROFESSIONAL SERVICES AGREEMENT
WITH Z&K CONSULTANTS INC.
(CONSTRUCTION INSPECTION, LABOR COMPLIANCE AND MATERIAL TESTING SERVICES FOR VARIOUS ARPA PROJECTS, RFP 25-021SB) IN WITNESS WHEREOF, the Parties have entered into this Agreement as of the date first written above.
CITY OF CORONA
By: _________________________
Savat Khamphou
Public Works Director
Reviewed By: _________________________
Keegan Olds
Acting CIP Manager
Reviewed By: _________________________
Rachel McLure
CIP Supervisor
Reviewed By: _________________________
Tracy Martin
Senior Project Manager
Reviewed By: _________________________
Yasmin Lopez
Purchasing Manager
Attest:
_________________________
Sylvia Edwards, City Clerk
City of Corona, California
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CONSULTANT’S SIGNATURE PAGE FOR
CITY OF CORONA
PROFESSIONAL SERVICES AGREEMENT
WITH Z&K CONSULTANTS, INC.
(CONSTRUCTION INSPECTION, LABOR COMPLIANCE AND MATERIAL TESTING SERVICES FOR VARIOUS ARPA PROJECTS, RFP 25-021SB) IN WITNESS WHEREOF, the Parties have entered into this Agreement as of the date first written above.
Z&K CONSULTANTS, INC.
a California corporation
By: _________________________
Crystal Fraire
President
By: _________________________
Jasmine Faqih
Secretary
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EXHIBIT “A”
SCOPE OF SERVICES
Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional construction Inspection, labor compliance, and material testing services necessary for the Project. The Services are more particularly described herein.
A. INTRODUCTION AND PROJECT OVERVIEW
This project is funded with Federal American Rescue Plan Act (ARPA) funds. ARPA funding was provided by the Federal government in response to the COVID-19 Pandemic. ARPA funds must be encumbered by December 31, 2024 and fully expended by December 31, 2026. In order to meet these goals, the City of Corona is seeking a qualified firm to provide professional construction inspection, labor compliance and materials testing services for several ARPA funded projects that must be completed within the ARPA requirements.
Each project will need to be reported on and billed separately for tracking purposes.
B. THE FOLLOWING PRESENTS THE SCOPE OF SERVICES FOR THE VARIOUS ARPA PROJECTS:
Consultant shall provide adequate professional construction inspector(s) with significant experience in administering projects similar in magnitude and scope to Project. The proposed inspector(s) shall be well versed in all aspects of construction/demolition means and methods as well as project scheduling and partnering and claims resolution in order to ensure project completion on time and within established budgets. Consultant shall provide qualified construction inspector(s) with significant experience in construction inspection of work typical for a variety of municipal construction projects. Consultant shall provide experienced personnel, equipment and facilities to perform the tasks enumerated in this scope of work. The individuals shall have at least the following experience requirements and skills:
• Five (5) years’ of Public Works and construction inspection experience, specifically paving, trenching, grading, reinforced concrete, concrete flatwork, storm drain, sewer, landscape construction and inspection, and all systems associated with public municipal building demolition and construction.
• Experience in the required field and identify a minimum of three (3) projects within the last five (5) years for which they have provided construction inspection services. • Reference(s) of agencies previously contracted with, providing the same or similar services.
• Good written and verbal communication skills. Samples of inspection daily reports prepared by listed candidates are expected to be included in the proposal. Inspectors will be required to prepare daily inspection reports, weekly statement of working days, and monthly progress payments; direct the contractor to complete extra work performed under Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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time and materials including the documentation of labor, equipment, and material; review contractor’s proposals for extra work and provide recommendations to the City. • Ability to read, understand and interpret construction plans, specifications, and contracts; prepare and make recommendations on change orders; confer with City engineering staff on design problems encountered in the field.
• Knowledge of the following: APWA standards, AWWA Standards, Underground Construction Standards, California MUTCD, City of Corona Public Works and Department of Water and Power Standards, Standard Specifications for Public Works Construction (Greenbook), Construction Specifications Institute (CSI), and current building codes applicable to the type of work being performed. • Knowledgeable in Microsoft Excel, Word, and Outlook.
• A valid California driver’s license and the ability to maintain insurability. • High School diploma or G.E.D. equivalent and three years of journey-level experience in the construction, maintenance and repair of public works and utilities projects, or an equivalent combination of training and experience.
• An Associates’ degree in engineering architecture or code related field is desirable. • Recognize, evaluate and properly resolve and/or make recommendations to unique problems or situations.
• Properly and safely oversee the operation of light-, medium- and heavy-duty motorized vehicles and equipment.
• Ensure appropriate communications take place with all involved personnel resulting in efficient use of manpower and finances to meet project milestones and City’s expectations.
Qualified Construction Inspector(s), at a minimum, must perform the following tasks/duties:
Task 1: Construction Inspection Services
The Consultant will provide qualified inspector(s) and at least one (1) alternate to perform Construction Inspection services to verify that all work and materials comply with the Project Specifications and Provisions.
• Review and familiarize themselves with the contract documents, plans, specifications, scope of work, project site, etc.
• Assist City staff with the overall inspection of the project and serve as the general liaison between the Contractor and the City.
• Attend all meetings as required, including final design meetings, project kick-off meeting, pre-construction meeting, and progress meetings as required. • Observe earthwork grading, compaction, and surface drainage. • Review soils compaction reports.
• Review and monitor the Contractor’s approved construction schedule and amendments thereto. Assist City staff with monitoring and enforcing construction schedule to ensure project is completed within the required timeline.
• Inspect a variety of public works disciplines, such as sidewalks, concrete structures, driveways; electrical and structural work; utility disconnection and capping; curbs and gutters, earthwork, drainage facilities, landscape irrigation; to ensure construction and materials comply with contract standards and specifications, state laws, local ordinances, NPDES requirements and proper construction practices.
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• Require, monitor and document compliance with all contract specifications, including compliance with OSHA and all applicable permitting requirements. • Review shop drawings and submittals from contractor for compliance and provide a recommendation to the City for approval.
• Be present on a daily basis at the construction site while construction activity is in progress. In the event of an illness or vacation, the inspector shall arrange for a qualified alternate to perform the work. The qualified alternate’s experience shall be included in the initial RFP.
• Review and respond to Requests for Information (RFIs) in a timely manner. • Observe all material placement to verify conformance with all contract documents, plans and specifications.
• Assist City staff with scheduling required materials testing, sampling and provide assistance and direction as needed to technicians performing materials testing. • Be familiar with proper procedures for hazardous materials abatement, observe removal and have the certifications and ability to sign hazardous materials manifests. • Verify work is performed in a safe manner by all contractors and subcontractors and report any concerns or instances of non-compliance immediately to the City or issue stop notice for work if the situation is critical.
• Record amounts of materials that are received or used during construction. • Measure the work completed in-place and verify quantities with the Contractor prior to submission of a payment application.
• Coordinate with design engineers and project managers on design issues encountered during construction.
• Ensure proper documentation of any change order and/or daily extra reports. • Prepare daily inspection reports that include at a minimum: the type of personnel on site (subcontractor, contractor, etc.); name, number and classification of employees for each firm; time periods for various activities; the type of work being performed; SWPPP / BMP compliance; equipment on hand; and weather.
• Provide weekly status reports on issues/risks factors, schedule slippages, cost overruns as it relates to construction projects.
• Develop punch list for the City of items that require corrective action; review first with the City and then the Contractor all items and monitor corrections made. • Prepare red-line set of record drawings; keep up to date as project progresses. • Review and approve as-built plans at time of project completion. • Address and resolve complaints as they arise. Notify the City’s project manager of issues and request assistance when necessary.
• Report all unresolved issues and potential claims to the City’s Representative in writing on a daily basis.
• Coordinate activities and schedules with other entities involved in the construction project.
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Task 2: Labor Compliance Services:
Consultant shall provide experienced personnel, equipment and facilities to perform the following tasks:
1. Conduct a construction contract pre-award Good Faith Effort Responsiveness Review of the apparent low bidder against all submitted bids in accordance with Federal law.
2. Develop and collect labor compliance documents for prime contractors and subcontractors.
3. Collect and review Certified Payroll Records (CPR’s) and perform on-going monitoring to ensure compliance by all contractors and subcontractors.
4. Perform jobsite interviews as required and prepare reports in conformance with federal and state labor laws.
5. Monitor apprenticeship certifications in conformance with federal and state labor law.
6. Provide on-going Disadvantaged Business Enterprise (DBE) technical assistance.
7. Assess contractor’s on-going good faith efforts.
8. Conduct reviews and reconciliation of contractors’ report submittals to ensure proper crediting of DBE participation in conformance with regulatory and contractual provisions.
9. Ensure contractor’s compliance with prompt payment provisions.
10. Prepare report of discrepancies and/or improper crediting.
11. Maintain the bidder’s list in conformance with Federal 40 CFR Part 33 regulations.
12. Respond to complaints and inquiries from third parties, provide technical assistance, and respond to RFIs pertaining to labor compliance requirements from contractors, subcontractors, unions and other parties.
13. Initial final audit of contractor of contractor labor compliance documents.
14. Ensure all outstanding and final documentation required of the contractor and subcontractors has been received for final acceptance.
15. Prepare and issue a final project close-out report.
16. Perform any related work to meet labor compliance and DBE program requirements identified as necessary for ARPA program requirements.
Task 3: Materials Testing Services
Consultant shall provide experienced personnel, equipment and facilities to perform certain materials testing and special inspection for these projects which shall include, but not be limited to, the following:
1. Provide field inspections and compaction tests for trench backfill, grading, and asphalt concrete pavement construction. Submit daily field test reports to the City and final report at completion of work.
2. Provide inspections for installation of precast and cast-in-place concrete, welding, high strength bolts, structural steel, masonry, painting and other types of work in accordance with project specifications and Standard Specifications for Public Works Construction.
3. Perform the following tests on various construction materials:
a) Mix Designs
b) Portland Cement Concrete
c) Concrete Masonry
d) Brick Masonry
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e) Masonry Prisms
f) Mortar and Grout
g) Fireproofing
h) Soils and Aggregates
i) Asphalt Concrete
j) Reinforcing Steel
4. Provide source inspections for concrete and asphalt concrete at mixing plants, and in advance for the required inspections and tests.
5. Recommend testing methods on defective work and advise the City of acceptance standards.
6. The testing laboratory shall be under the supervision of a registered engineer with experience in inspection testing of construction materials. The engineer shall certify the results of all tests performed by the lab personnel under his/her supervision.
7. The selected firm shall maintain laboratory testing equipment in accordance with recognized national standards.
8. Correlation Testing Program: The Materials Laboratory shall be a participant in one or more of the following testing programs:
a) AASHGO Materials Reference Laboratory (ARML)
b) Cement and Concrete Reference Laboratory (CCRL)
c) Caltrans’ Reference Samples Program (RSP)
C. PROJECT INFORMATION
There are six projects that require at least one or more of the above services. Projects are listed below in a table that includes the project location, estimated construction cost, anticipated number of working days, anticipated construction start, and requested services.
No. Project Name Location Est. Const.
Cost
Working
Days
Anticipated
Start
Full- or
Part-Time
Inspection
Materials
Testing
Labor
Compliance
1 Citywide Traffic
Signal
Optimization,
ST-2023-03
Citywide $8,000,000 180
Dec.
2024/Jan.
2025
Part-time No Yes
2 City Hall
Veterans
Memorial
Improvements,
FC-2023-06
City Hall,
400 S.
Vicentia
Avenue
$500,000 75
Dec.
2024/Jan.
2025
Part-time Yes Yes
3 Old Police
Department
Building
Demolition, FC2023-09
849 W.
Sixth
Street
$2,500,000 120
Dec.
2024/Jan.
2025
Full-time Yes Yes
4 Victoria Park
Splashpad, FC2023-12
Victoria
Park, 312
W. 9th
Street
$1,300,000 90
Dec.
2024/Jan.
2025
Part-time Yes Yes
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5 South Mall
Parking Lot
Rehabilitation,
ST-2025-07
655 S.
Main
Street $4,000,000 60
Dec.
2024/Jan.
2025
Part-time Yes Yes
6 Annual
Pavement
Rehabilitation,
ST-2025-06
Citywide
$13,285,000 150 Jan. 2025 Full-time Yes Yes
1. Citywide Traffic Signal Optimization Project, ST-2023-03:
The Citywide Traffic Signal Optimization Project will deploy advanced traffic sensing equipment and install traffic adaptive capability to an existing Advanced Traffic Management System (ATMS).
2. City Hall Veterans Memorial Improvements Project, FC-2023-09:
The City Hall Veterans Memorial Improvements Project will make various improvements to the south side of City Hall to the existing Veterans Memorial to enhance the site. This will include the removal of decorative arches, installation of new flag poles, landscaping, a granite monument, and a new seating area.
3. Old PD Building Demolition Project, FC-2023-09:
The Old PD Building Demolition Project will install new conduit to re-route fiber cables from within the building, demolish the building, grade the site, install new landscaping and fencing around the parking lot that is to remain for use by the County Courthouse.
4. Victoria Park Splashpad Project, FC-2023-12:
The Victoria Park Splashpad Project will install a new splashpad at an existing park, including an outdoor shower and other modifications to the park for Americans with Disabilities Access (ADA) sidewalk improvements, landscaping, and signage.
5. South Mall Parking Lot Rehabilitation Project, ST-2025-07:
The South Mall Parking Lot Rehabilitation Project will reconstruct the existing parking lot and associated landscaping, irrigation, drainage, sidewalk, ADA ramps, streetlights, and a new traffic signal at the intersection of Main Street and Stan Reynolds Parkway.
6. Annual Pavement Rehabilitation Project, ST-2025-26:
The Annual Pavement Rehabilitation Project will grind, resurface, and slurry streets throughout the City. The scope of work additionally includes, but is not limited to, curb and gutter, sidewalk, and ADA ramp replacements, loop detector replacement, and striping and signage work.
D. FUNDING AND SPECIAL CONDITIONS
This project is funded by American Rescue Plan Act of 2021 Funds (ARPA), U.S. Department of Treasury Final Rule. Consultant and all subconsultants shall comply with all applicable federal state laws, rules, regulations and permits pursuant to the ARPA funding requirements. All project work, including construction contracts, must be completely encumbered by December 31, 2024 and expended by December 31, 2026.
Consultant’s proposed amount shall include all costs associated with compliance with the federal contracting requirements. While it shall be the Consultant’s sole responsibility to research and Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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ensure compliance with all federal contracting requirements pursuant to ARPA, for reference purposes only such requirements shall include, but are not limited to:
a. Contracting with Small and Minority Businesses, Women’s Businesses and Labor Surplus Area. Consultant and its subconsultants must take all necessary affirmative steps to assure that minority businesses, women’s business enterprises, and labor surplus area firms are used when possible. Affirmative steps must include:
i. Placing qualified small and minority owned businesses and women’s business enterprises on solicitation lists;
ii. Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources;
iii. Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses, and women’s business enterprises;
iv. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises; v. Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and Minority Business Development Agency of the Department of Commerce; and
vi. Requiring the consultant, if subcontracts are to be let, take the affirmative steps listed in paragraphs i. through v. of this section.
b. Debarment and Suspension. The requirements set forth in 2 CFD Part 180 and 2 CFR Part 3000 are incorporated herein by reference. Consultant is required to verify that none of the Consultant’s principals (defined at 2 CFR § 189.995) or its affiliates (defined at 2 CFR § 180.905) are excluded (defined at 2 CFR § 180.940) or disqualified (defined at 2 CFR § 180.935). Consultant and its subconsultants must comply with 2 CFR Part 180, subpart C and 2 CFR Part 3000, subpart C and must include a requirement to comply with these regulations in any subcontract or lower tier covered transaction it enters into. Consultant shall sign and return with their proposal the Debarment and Suspension Certification Form included in Appendix B.
c. New Restrictions on Lobbying. Consultant and its subconsultants shall comply with all applicable requirements of 43 CFR 18, New Restrictions on Lobbying. d. System for Award Management (SAM) and Universal Identifier Requirements. Consultant and its subconsultants shall have a unique entity identifier and be registered in SAM (SAM.gov/content/entity-registration).
e. Procurement of Recovered Materials. Consultant and its subconsultants shall comply with the applicable requirements set forth in Section 6002 of the Solid Waste Disposal Act.
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Contractor shall make the maximum use of products containing recovered materials that are EPA-designated items unless the product cannot be acquired either, (1) competitively within a timeframe providing for compliance with the Agreement performance schedule; (2) meeting Agreement performance requirements; or (3) at a reasonable price. f. Domestic Preferences for Procurements. Consultant and its subconsultants shall comply with all applicable requirements of 2 CFR 200.322 domestic preferences for procurements.
As appropriate, and to the extent consistent with law, Consultant should, to the greatest extent possible provide a preference for the purchase, acquisition, or use of goods, products, or materials in the United States. This includes, but is not limited to iron, aluminum, steel, cement and other manufactured products. g. Clean Air Act. The requirements set forth in the Clean Air Act (42 U.S.C. 7401 et seq.) are incorporated herein by reference and Consultant shall comply with all applicable standards, orders or regulations pursuant to the Clean Air Act as amended. Consultant agrees to report each violation to the City and Regional Office of the Environmental Protection Agency (EPA). Consultant agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with federal assistance funds. h. Federal Water Pollution Control Act. The requirements set forth in the Federal Water Pollution Control Act as amended (33 U.S.C. 1251 et seq.) are incorporated herein by reference and Consultant shall comply with all applicable standards, orders or regulations pursuant to the Federal Water Pollution Control Act. Consultant agrees to report each violation to the City and Regional Office of the Environmental Protection Agency (EPA).
Consultant agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with federal assistance funds. i. Access to Records. Consultant agrees to provide City and the Comptroller General of the United States, or any of their authorized representatives access to any books, documents, papers and records of the Consultant which are directly pertinent to this Agreement for the purposes of making audits, examinations, excerpts and transcriptions. Consultant agrees to permit any of the foregoing parties to reproduce by any means whatsoever or copy excerpts and transcriptions as reasonably needed.
j. Reporting Requirements. Upon execution of this Agreement and until three years following final disbursement, Consultant and its subcontractors shall maintain records pertaining to this Agreement for each covered worker and make available for inspection to the City upon request.
k. Prohibition on Contracting for Covered Telecommunications Equipment or Services.
Consultant and its subcontractors shall comply with all applicable requirements of 2 CFR 200.216 prohibition on certain telecommunications and video surveillance services or equipment from certain entities for national security reasons. Unless an exception applies, Consultant and its subcontractors may not use federal assistance grant, cooperative agreement, loan or loan guarantee funds to procure any equipment, system or service or enter into, extend or renew contracts with entities that use covered telecommunications equipment or services as a substantial or essential component of any system, or as critical Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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technology as part of any system. Pursuant to Public Law 115-232, section 889, covered telecommunications equipment is telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities).
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EXHIBIT “B”
SCHEDULE OF SERVICES
Consultant shall complete the Services within the Term of this Agreement and shall meet any other reasonable schedules and deadlines established by City’s Representative.
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EXHIBIT “C”
COMPENSATION
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth herein.
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EXHIBIT “D”
FEDERAL REQUIREMENTS
Pursuant to funding from American Rescue Plan Act of 2021(ARPA). The Consultant and all subconsultants shall comply with all applicable federal and state laws, rules, and regulations, including but not limited to the ARPA funding requirements and Code of Federal Regulations Title 2, Appendix II to Part 200 - Contract Provisions for Non-Federal Entity Contracts Under Federal Awards,(https://www.ecfr.gov/current/title2/part-200/appendix-Appendix%20II%20to%20Part%20200. For reference purposes only such requirements shall include, but are not limited to:
a. Contracting with Small and Minority Businesses, Women’s Businesses and Labor Surplus Area. Consultant and its subconsultants must take all necessary affirmative steps to assure that minority businesses, women’s business enterprises, and labor surplus area firms are used when possible. Affirmative steps must include:
i. Placing qualified small and minority owned businesses and women’s business enterprises on solicitation lists;
ii. Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources;
iii. Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses, and women’s business enterprises;
iv. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises; v. Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and Minority Business Development Agency of the Department of Commerce; and
vi. Requiring the consultant, if subcontracts are to be let, take the affirmative steps listed in paragraphs i. through v. of this section.
b. Debarment and Suspension. The requirements set forth in 2 CFD Part 180 and 2 CFR Part 3000 are incorporated herein by reference. Consultant is required to verify that none of the Consultant’s principals (defined at 2 CFR § 189.995) or its affiliates (defined at 2 CFR § 180.905) are excluded (defined at 2 CFR § 180.940) or disqualified (defined at 2 CFR § 180.935). Consultant and its subconsultants must comply with 2 CFR Part 180, subpart C and 2 CFR Part 3000, subpart C and must include a requirement to comply with these regulations in any subcontract or lower tier covered transaction it enters into. c. New Restrictions on Lobbying. Consultant and its subconsultants shall comply with all applicable requirements of 43 CFR 18, New Restrictions on Lobbying.
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d. System for Award Management (SAM) and Universal Identifier Requirements. Consultant and its subconsultants shall have a unique entity identifier and be registered in SAM (SAM.gov/content/entity-registration).
e. Procurement of Recovered Materials. Consultant and its subconsultants shall comply with the applicable requirements set forth in Section 6002 of the Solid Waste Disposal Act.
Contractor shall make the maximum use of products containing recovered materials that are EPA-designated items unless the product cannot be acquired either, (1) competitively within a timeframe providing for compliance with the Agreement performance schedule; (2) meeting Agreement performance requirements; or (3) at a reasonable price. f. Domestic Preferences for Procurements. Consultant and its subconsultants shall comply with all applicable requirements of 2 CFR 200.322 domestic preferences for procurements.
As appropriate, and to the extent consistent with law, Consultant should, to the greatest extent possible provide a preference for the purchase, acquisition, or use of goods, products, or materials in the United States. This includes, but is not limited to iron, aluminum, steel, cement and other manufactured products. g. Clean Air Act. The requirements set forth in the Clean Air Act (42 U.S.C. 7401 et seq.) are incorporated herein by reference and Consultant shall comply with all applicable standards, orders or regulations pursuant to the Clean Air Act as amended. Consultant agrees to report each violation to the City and Regional Office of the Environmental Protection Agency (EPA). Consultant agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with federal assistance funds. h. Federal Water Pollution Control Act. The requirements set forth in the Federal Water Pollution Control Act as amended (33 U.S.C. 1251 et seq.) are incorporated herein by reference and Consultant shall comply with all applicable standards, orders or regulations pursuant to the Federal Water Pollution Control Act. Consultant agrees to report each violation to the City and Regional Office of the Environmental Protection Agency (EPA).
Consultant agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with federal assistance funds. i. Access to Records. Consultant agrees to provide City and the Comptroller General of the United States, or any of their authorized representatives access to any books, documents, papers and records of the Consultant which are directly pertinent to this Agreement for the purposes of making audits, examinations, excerpts and transcriptions. Consultant agrees to permit any of the foregoing parties to reproduce by any means whatsoever or copy excerpts and transcriptions as reasonably needed.
j. Reporting Requirements. Upon execution of this Agreement and until three years following final disbursement, Consultant and its subcontractors shall maintain records pertaining to this Agreement for each covered worker and make available for inspection to the City upon request.
k. Prohibition on Contracting for Covered Telecommunications Equipment or Services.
Consultant and its subcontractors shall comply with all applicable requirements of 2 CFR Docusign Envelope ID: B1913ED4-7E27-4C01-AE64-D9D078567BD0 Docusign Envelope ID: 56271D50-C065-492D-BA97-9BB156279019
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200.216 prohibition on certain telecommunications and video surveillance services or equipment from certain entities for national security reasons. Unless an exception applies, Consultant and its subcontractors may not use federal assistance grant, cooperative agreement, loan or loan guarantee funds to procure any equipment, system or service or enter into, extend or renew contracts with entities that use covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. Pursuant to Public Law 115-232, section 889, covered telecommunications equipment is telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities).
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DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Planning and Development Department
2024-162
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
BILLBOARD RELOCATION AGREEMENT BETWEEN OUTDOOR MEDIA GROUP, INC. AND THE CITY OF CORONA
EXECUTIVE SUMMARY:
This staff report asks the City Council to enter into a Billboard Relocation Agreement with Outdoor Media Group. Outdoor Media Group owns two, double-sided static-faced billboards on Green River Road near the State Route 91 (SR 91) eastbound on-ramp and is proposing to relocate the billboards to other properties adjacent to SR 91. The visibility of the existing billboards is impacted by the SR 91 and SR 71 Interchange Project.
Consistent with Section 17.74.160(H) of the Corona Municipal Code (CMC), Outdoor Media Group is requesting to enter into a Billboard Relocation Agreement with the City for the relocation of the two existing double-sided billboards.
RECOMMENDED ACTION:
That the City Council authorize the Mayor to execute the Billboard Relocation Agreement with Outdoor Media Group, Inc.
BACKGROUND & HISTORY:
The SR 91 and SR 71 Interchange Project is creating a new two-lane direct connector near Green River Road, parallel to eastbound SR 91. The new direct connector lane will have a raised elevation and will obstruct the visibility of the existing billboards near Green River Road from SR 91. The freeway improvements will have an impact on the marketability of the advertising space on the billboards. Therefore, Outdoor Media Group
is requesting to relocate the existing billboards from the site near Green River Road to two separate locations adjacent to SR 91.
ANALYSIS:
Section 17.74.070(H) of the CMC allows for the consideration of new outdoor advertising signs (billboards) constructed as part of a relocation agreement between the City and a billboard or property owner. The purpose of the billboard relocation agreement is to ensure a no net increase in the number of billboards located in the City. According to the CMC, a billboard may be relocated from a parcel with freeway frontage to another parcel with freeway frontage only if the total combined square footage of the relocated billboard is less than the total combined square footage of the removed billboard, with each panel or billboard face being counted toward the total square footage.
One double-sided billboard is being relocated to 3035 Palisades Drive and the other is being relocated to 1450 Pomona Road. Table 1 describes the existing location and size and the proposed location and size of the relocated billboards.
Table 1
ORIGINAL BILLBOARDS RELOCATED BILLBOARDS
BILLBOARD #1
State Route 91 (South Side) & Green River
Road
State Route 91 (South Side) & Palisades
Drive (3035 Palisades Drive)
Number of Sign
Faces
2 (Static) Number of Sign
Faces
2 (Static)
Max Face
Dimensions
16’ x 36’ Max Face
Dimensions
14’ x 48’
Location Northline, east of Green
River Road at SR 91
Eastbound on-ramp
Location Northline, 3035 Palisades
Drive
APN 101-180-018 APN 101-430-009
History N/A History N/A
BILLBOARD #2
State Route 91 (South Side) & Green River
Road
State Route 91 (North Side) & Pomona
Road (1450 Pomona Road)
Number of Sign
Faces
2 (Static) Number of Sign
Faces
2 (Static)
Max Face
Dimensions
16 x 36 Max Face
Dimensions
10 x 28 (west face)
14 x 44 (east face)
Location Northline, east of Green
River Road at SR 91
Eastbound On-ramp
Location Southline, 1450 Pomona
Road
APN 101-180-017 APN 118-090-006
History N/A History N/A
TOTAL SQUARE
FOOTAGE OF
ALL BILLBOARDS
2,304 TOTAL SQUARE
FOOTAGE OF
ALL BILLBOARDS
2,296
The overall size of the total number of billboards is being reduced by 8 square feet with the total number of billboards remaining the same. The current billboards contain static message boards, and the relocated billboards will maintain the static message boards.
Unlike the electronic changeable message boards, the static message boards are not subject to the City’s annual monetary value payment. If in the future the billboards are proposed to have an electronic changeable message board, Outdoor Media Group would need to enter into a new billboard relocation agreement with the City, which is consistent with CMC Section 17.74.070(H).
FINANCIAL IMPACT:
There is no financial impact with this request. Outdoor Media Group is responsible for paying all required plan check and permit fees associated with the relocation of the existing billboards.
ENVIRONMENTAL ANALYSIS:
This action is exempt pursuant to Section 15061(b)(3) of the Guidelines for the California Environmental Quality Act (CEQA), which states that a project is exempt from CEQA if the activity is covered by the commonsense exemption that CEQA applies only to projects that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. The physical relocation of the existing billboards is not subject to discretionary review and the building permit is a ministerial review; therefore, the execution of this agreement has no possibility of having a significant effect on the environment. Therefore, no environmental analysis is required.
PREPARED BY: JOANNE COLETTA, PLANNING & DEVELOPMENT DIRECTOR ATTACHMENTS:
1. Exhibit 1 – Billboard Relocation Agreement with Outdoor Media Group
2. Exhibit 2 - Billboard Relocation Request by Outdoor Media Group
3. Exhibit 3 - Existing billboard location
4. Exhibit 4 - SR 91 and SR 71 Direct Connector Lane
5. Exhibit 5 – Billboard relocation at 3035 Palisades Drive and 1450 Pomona Road
DEAND\05000.10506\10302739.4 (CA: 08-24)
BILLBOARD RELOCATION AGREEMENT
(STATIC)
(2024)
between
THE CITY OF CORONA
a California municipal corporation
and
OUTDOOR MEDIA GROUP, INC.
a California Corporation
[DATED AS OF 12-04-24 FOR REFERENCE PURPOSES ONLY]
2 DEAND\05000.10506\10302739.4 (CA: 08-24)
1. PARTIES.
This Billboard Relocation Agreement (“Agreement”) is made and entered into by and between Outdoor Media Group, Inc. a California Corporation (“Company”), and the City of Corona, a California municipal corporation organized and existing under the laws of the State of California (“City”). Company and City are sometimes referred to individually as “Party” and collectively as “Parties” in this Agreement.
2. RECITALS.
2.1. City Regulations. The City has, consistent with the California Outdoor Advertising Act (California Business & Professions Code, Section 5200 et seq.) and regulations adopted by the California Department of Transportation (“Caltrans”) that are applicable to billboards (herein collectively referred to as the “Act”), adopted certain regulations concerning outdoor advertising signs (billboards), including a complete prohibition on new billboards.
2.2 Authorized Relocations. Corona Municipal Code (“CMC”) Section 17.74.070(H) provides that new billboards, including electronic message centers, electronic message boards, or changeable message boards, may be considered and constructed as part of a relocation agreement between the City and a billboard owner that complies with the conditions specified in that section.
2.3 Company Existing Billboards. Company owns and operates two (2) existing legal, non-conforming billboards with a total of four (4) faces located in the limits of the City (“Existing Billboards”).
2.4 Relocation Agreement. City and Company intend for this Agreement to constitute a “relocation agreement” for purposes of the Act and the CMC.
3. TERMS.
3.1 Effective Date. This Agreement shall be effective upon execution by both Parties (“Effective Date”).
3.2 Caltrans Approval Condition Precedent. The validity and effectiveness of this Agreement shall be conditioned upon approval by Caltrans of the reconstruction of the Relocated Billboards (as hereafter defined). In the event that this condition precedent does not occur, this Agreement shall be null and void and of no further force and effect.
3.3 Allowed Relocations; No CMB. Company is permitted to relocate and/or reconstruct the following two (2) billboards with new billboards, each containing the number of sign faces and dimensions indicated below (collectively, the “Relocated Boards”).
Notwithstanding the foregoing, without either a new agreement or an amendment to this Agreement which has been duly approved and executed by the City, Company has no right to either: (i) include any Changeable Message Boards (“CMB”) on the Relocated Boards; or (ii) convert at any time in the future one or more panels on the Relocated Boards into a CMB.
3 DEAND\05000.10506\10302739.4 (CA: 08-24)
ORIGINAL BILLBOARDS RELOCATED BILLBOARDS
BILLBOARD #1
State Route 91 (South Side)
& Green River Road
State Route 91 (South Side)
& Palisades Drive
Number of Sign Faces 2 Number of Sign Faces 2
Max Face Dimensions 16’ x 36’ Max Face Dimensions 14’ x 48’ Location
Northline, East of
Green River at SR
91 EB On-Ramp
Location Northline,
3035 Palisades
APN 101-180-018 APN 101-430-009
History N/A History N/A
BILLBOARD #2
State Route 91 (South Side)
& Green River Road
State Route 91 (North Side)
& Pomona Road
Number of Sign Faces 2 Number of Sign Faces 2
Max Face Dimensions 16’ x 36’ Max Face Dimensions 10’ x 28’ (West) 14’ x 44’ (East)
Location
Northline, East of
Green River at SR
91 EB On-Ramp
Location Southline,
1450 Pomona
APN 101-180-017 APN 118-090-006
History N/A History N/A
Total SF of
All Sign Faces 2,304 Total SF of All Sign Faces 2,296
3.4 Operating Standards. The Relocated Billboards shall comply with all provisions of the Act (California Outdoor Advertising Act, Business & Professions Code Section 5200 et seq.; and Regulations adopted by the California Department of Transportation applicable to billboards), as such may be duly amended from time to time, including but not limited to, the provisions of Sections 5400-5443.5. In addition, Company agrees to abide by the City’s Conditions of Relocation, attached hereto as Exhibit “A” and incorporated herein by this reference. In the event of any inconsistencies between the Act, including the California Department of Transportation regulations, and the City’s Conditions of Relocation, the more stringent shall apply.
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3.5 Enforcement of Operating Standards. For purposes of enforcing the requirements for the Relocated Billboards, as provided for in this Agreement, Company and City shall apply the provisions provided for in Exhibit “B” attached hereto and incorporated herein by reference.
Company understands, acknowledges and agrees that its right to maintain the Relocated Billboards is expressly contingent upon its compliance with the provisions of this Agreement, and that any such right may be revoked by the City as provided for in Exhibit “B” attached hereto. In the event that the right to maintain the Relocated Billboards is revoked or modified in any manner or to any extent due to a material breach by Company of this Agreement, Company shall not be entitled to compensation, consideration, damages or reimbursement of any kind or amount from the City on account of such revocation or modification.
3.6 No Changeable Message Boards. As provided for in Section 3.3 above, this Agreement does not, either expressly or impliedly, authorize Company to either: (i) include any CMB on the Relocated Boards; or (ii) convert at any time in the future one or more panels on the Relocated Boards into a CMB.
3.7 Permits and Inspections for Relocated Billboards and Changeable Message Board.
Prior to construction of the Relocated Billboards, Company shall submit proposed plans and obtain all building and safety-related permits that are typically required by City for similar construction, except that City shall not have any discretionary review and approval of any such Relocated Billboards. During and following construction of any such Relocated Billboards, City shall perform all inspections typically required by City for similar construction. Company shall pay any and all plan check, permit, inspection, and other building fees that would otherwise be required in connection with construction of the Relocated Billboards.
3.8 Indemnification of City. Company shall defend, indemnify and hold City, its officials, officers, and agents free and harmless from any and all claims, liabilities, losses, costs, expenses, damages, injuries to property or persons, including wrongful death, in any manner arising out of or incident to any negligent acts, omissions or willful misconduct of Company, its officers and employees, agents, consultants and contractor(s) arising out of or in connection with this Agreement or the removal, construction, installation or maintenance of any of the billboards which are the subject of this Agreement. This indemnity provision and any such warranties or guarantees shall not limit any liability under law of such contractor(s).
3.9 Assignment Without Consent Prohibited. This Agreement may not be assigned by any party without the express written consent of the other parties, which consent shall not be unreasonably withheld. Any attempted assignment of this Agreement not in compliance with the terms of this Agreement shall be null and void and shall confer no rights or benefits upon the assignee. Notwithstanding the foregoing, City shall not withhold its consent to any assignment by Company to a related or affiliated entity or any entity which is controlled, controlled by, or under common control with Company.
3.10 Construction of Relocated Billboards. Sixty (60) days prior to Company commencing construction of the Relocated Billboards, Company shall submit plans for such Relocated Billboards to City. City will endeavor to review and process the plans and all
5 DEAND\05000.10506\10302739.4 (CA: 08-24)
necessary permits as quickly as possible, pursuant to the terms and conditions of this Agreement.
Any such Relocated Billboards shall be complete and ready for City’s final inspection no later than the date that is one hundred eighty (180) days following issuance by City of all permits and approvals necessary for construction of such Relocated Billboards.
3.11 Attorney’s Fees. In the event of any action or proceeding, including arbitration, by any of the Parties to this Agreement against another Party for recovery of any sum due under this Agreement, or to enforce any of the terms, covenants or conditions contained herein, the prevailing Party in any such action or proceeding shall be entitled to reasonable attorney’s fees and costs of litigation, including, without limitation, filing fees, service fees, deposition costs and arbitration costs, in addition to all other legal and equitable remedies available to it. Each Party shall give prompt notice to the other of any claim or suit instituted against it that may affect the other Party.
3.12 Waiver. The waiver by any Party of any breach of any term, covenant, or condition herein contained shall not be deemed to be a waiver of any other term, covenant, or condition, or of any subsequent breach of the same term, covenant, or condition. However, nothing contained in this Agreement shall be deemed to be an acknowledgment or acceptance by the City that compensation is owed as to any billboards, either in whole or in part, or to any Party having an interest in any of the billboards mentioned herein.
3.13 Notices. All notices shall be in writing and addressed as follows:
(A) Company. Notices to Company shall, until City’s receipt of written notice otherwise, be addressed to Outdoor Media Group, Inc., 18611 Saugas Avenue, Santa Ana, CA 92705. All such notices may be either delivered personally, or may be deposited in the United States mail, properly addressed as aforesaid with postage fully prepaid for delivery by certified or registered mail, and shall be effective upon receipt. (B) City. Notices to City shall be addressed to City of Corona, Attn: Jacob Ellis, City Manager, 400 South Vicentia Avenue, Corona, California 92882, with a copy to Dean Derleth, City Attorney, 400 South Vicentia Avenue, Corona, California 92882. (C) Delivered. All notices shall be deemed made when personally delivered or when mailed forty-eight (48) hours after each deposit in the U.S. Mail, first class postage prepaid and addressed to Party at its applicable address.
3.14 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days or calendar weeks, and not work days. All references to City or Company shall include their respective directors, elected officials, officers, employees, agents and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
6 DEAND\05000.10506\10302739.4 (CA: 08-24)
3.15 Entire Agreement. This Agreement contains the entire Agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both Parties.
3.16 Amendment/Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by all Parties.
3.17 Successors and Assigns. Subject to any limitation on assignment elsewhere set forth herein, all terms of this Agreement shall be binding upon, inure to the benefit of, and be enforceable by the Parties hereto and their respective legal representatives, successors and assigns.
3.18 No Third-Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
3.19 Invalidity/Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.20 Governing Law and Venue. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County.
3.21 Time is of the Essence. Time is of the essence of each and every provision of this Agreement.
3.22 Authority to Enter Agreement. All parties have all requisite power and authority to execute, deliver, and perform the Agreement. All Parties warrant that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
3.23 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.24 Incorporation of Recitals and Exhibits. All recitals and the exhibits attached hereto and referred to in this Agreement are incorporated as though fully set forth in this Agreement.
[SIGNATURES ON NEXT 2 PAGES]
7 DEAND\05000.10506\10302739.4 (CA: 08-24)
CITY SIGNATURE PAGE FOR
BILLBOARD RELOCATION AGREEMENT
(STATIC)
(OUTDOOR MEDIA GROUP - 2024)
IN WITNESS WHEREOF, the Parties have entered into this Agreement as of the date indicated on the cover page.
CITY OF CORONA
a California Municipal Corporation
By: ______________________________ _____________________ Jim Steiner Date
Mayor
Attest:
______________________________
Sylvia Edwards
City Clerk
Approved as to Form:
______________________________
Dean Derleth
City Attorney
8 DEAND\05000.10506\10302739.4 (CA: 08-24)
COMPANY SIGNATURE PAGE FOR
BILLBOARD RELOCATION AGREEMENT
(STATIC)
(OUTDOOR MEDIA GROUP - 2024)
IN WITNESS WHEREOF, the Parties have entered into this Agreement as of the date indicated on the cover page.
OUTDOOR MEDIA GROUP, INC.
a California corporation.
By: 11/18/2024_________
Date
By: 11/18/2024__________
Date
______________________________
Jon M. Gunderson
Chief Executive Officer
______________________________
Gregory Adams
Vice President
DEAND\05000.10506\10302739.4 (CA: 08-24)
EXHIBIT “A”
CITY OF CORONA’S CONDITIONS OF RELOCATION
1. Sign Face Overhang. The Relocated Billboards shall not overhang onto State Route 91, State Route 15, other public rights-of-way or property lines.
2. Light and Glare. The static display side of Relocated Billboards shall be shielded to prevent light or glare intrusion onto the adjoining properties that are located within five hundred feet (500’) of such Relocated Billboards.
3. No Animation or Motion. No Relocated Billboards shall simulate motion or be considered as “animated” in any way. No Relocated Billboards shall contain any flashing, intermittent or moving lights. There shall be no flashing or scrolling of messages.
4. Residential Property. The Relocated Billboards shall not be illuminated between the hours of 11 pm to 5 am when located within five hundred feet (500’) of residentially zoned or used property, as determined by the City in its sole but reasonable discretion, regardless of whether the residentially zoned or used property came to be later in time than the placement of the Relocated Billboards.
5. Voluntary Advertising Restrictions. Company hereby voluntarily agrees and covenants for itself, and its successors and assigns, that any advertising or display on the Relocated Billboards shall comply with the following:
5.1 The advertising or display shall not contain any of the following:
advertising for adult entertainment, including, but not limited to, topless bars, nightclubs, or establishments that feature nude dancing, or mud wrestling; advertisement for any adult business featuring sales of adult novelty items, books, magazines, videos or tapes; advertising with any material, image, or content that could reasonably be considered sexually explicit or pornographic (collectively, the “Objectionable Advertising”).
5.2 The advertising or display shall not contain any advertising for alcohol (except beer and wine) or tobacco products of any type.
5.3 Company shall include in its advertising lease agreements and any other agreements related to the Relocated Billboards provisions that require compliance with this section and prohibit Objectionable Advertising. Such provisions will allow Company to cancel such agreements and allow Company to immediately remove illegal or Objectionable Advertising upon receipt of notice from the City. Without waiving or limiting any right Company may have to enforce the terms of this Agreement, and in consideration of the rights and privileges afforded to Company under this Agreement, Company on behalf of itself, and its successors, heirs and assigns, desires to release, waive and discharge any claim, demand, cause of action, objection, or protest related to the City’s enforcement of this Section of the Agreement.
10 DEAND\05000.10506\10302739.4 (CA: 08-24)
6. Graffiti. Any graffiti found on the Relocated Billboards or any sign structures shall be removed within seventy-two (72) hours of notification by the City. Appropriate equipment shall be installed to prevent access for graffiti and vandalism.
7. Applicable Laws and Rules. The Relocated Billboards hall comply with all applicable requirements of state and local law, including, but not limited to, the Act, the City’s Municipal Code, and any relevant Specific Plans, if any. As referenced in the Agreement, in the event of any inconsistencies, the most stringent requirement shall apply.
8. Other Sign Modifications. This Agreement applies only to the Relocated Billboards contemplated by this Agreement. Any additional changes, alterations, or modifications of any kind to any billboard shall adhere to state law and the City’s municipal code, and may warrant a modification to an existing conditional use permit.
11 DEAND\05000.10506\10302739.4 (CA: 08-24)
EXHIBIT “B”
ENFORCEMENT OF CONDITIONS
1. Failure to Cure; Hearing. In the event that Company fails to cure (or commence and diligently prosecute a cure to completion) within five (5) calendar days of receipt of notice from City of a violation under this Agreement, the City’s Planning Commission, on its own motion may, and upon the direction of the Council, shall hold a public hearing upon the question of the revocation of the right to maintain one or more of the Relocated Billboards pursuant to this Agreement.
2. Hearing Notice. Written notice of the public hearing shall be served on the Owner and the underlying owner of the real property on which the affected Relocated Billboards sit, at least thirty (30) days before such public hearing. The notice may be served either personally or by registered mail, postage prepaid, return receipt requested.
3. Planning Commission Findings. The Company’s right to maintain each Relocated Billboards may be revoked if the Commission and Council find:
A. That the use to which the Relocated Billboards is put is detrimental to the public health or safety, or is a “nuisance” (as defined in the California Civil Code); B. That this Agreement was obtained by fraud;
C. That the use for which this Agreement was approved is not being exercised;
D. That the use for which this Agreement was approved has ceased or been suspended for one year or more; or
E. That a status of noncompliance exists with regard to any of the conditions provided for in this Agreement or applicable law, including, but not limited to, the Act (including the regulations of the California Department of Transportation applicable to billboards), or the City’s Municipal Code.
4. City Council Action. After a hearing upon the revocation of the right to maintain one or more of the Relocated Billboards pursuant to this Agreement, the Planning Commission shall report its findings of fact and recommendations to the City Council. The City Council shall determine the facts and may revoke, modify or allow to remain unchanged the right to maintain one or more of the Relocated Billboards in accordance with the Council’s final determination in such matters.
OUTDOOR MEDIA GROUP, INC.
18611 SAUGAS AVENUE
SANTA ANA, CA 92705
______________________________________________________________________________ BY EMAIL ONLY July 22, 2024
City of Corona
Ms. Joanne Coletta
Community Development Director
400 S Vicentia Avenue
Corona, CA 92882
[email protected]
Re: Billboard Relocation Request
Dear Ms. Coletta:
Outdoor Media Group (“OMG”) is a family owned company located in Southern California and has been in the outdoor advertising business for decades. We currently own and operate an approximately 35 year old billboard located on the south side of the 91 Freeway, east of Green River, at APN 101-180-018. We have also acquired the rights to the second billboard on the same parcel. We would like to relocate both signs pursuant to § 17.74.070(H) of the Corona Municipal Code and Business and Professions Code § 5412 as follows:
Existing Signs: APN 101-180-018 (two double faced signs at 16 feet by 36 feet = 2304 square feet)
Total Existing Square Footage: 2304
Relocation Site One: 3035 Palisades Drive (double sided 14 feet by 48 feet each = 1344 square feet)
Relocation Site Two: 1450 Pomona Road (double sided 14 feet by 48 feet and 10 x 28 = 952 square feet)
Total New Square Footage: 2296
The relocation is being prompted by recent Caltrans construction which has resulted in the obstruction of the view of the existing billboards. In addition to a slight reduction in overall square footage, it is anticipated that there will be a reduction in the height above grade of the relocated signs.
Attached to this letter are the following:
A. Photographs of the existing billboards:
B. Drawings of the proposed new billboards.
C. Screen captures from Google Maps showing the approximate location of the proposed new billboards.
We have constructed more than 100 billboards in Southern California and Nevada during the history of our company and will submit appropriate structural plans and specification to the building department when requested. We hope that this letter and the attached material will be sufficient to begin the process of negotiating a relocation agreement.
In addition to the slight size and height reduction, we also intend to replace the old steel poles with a modern, square, masonry pillars, so that the new signs will be uniform in size and style with the other signs that have been the subject of relocation agreements. This will offer a benefit to the City by improving the aesthetic impact of the signage along the 91 in Corona by removing an old, non-conforming, metal structures and replacing with modern ones that conform to the other relocated billboards in size and style of construction.
We hope that the City will look favorable on our request and look forward to many more years of success in Corona. Please do not hesitate to contact us if you have any question or concerns or require any additional information.
Sincerely,
/s/ Jon Gunderson_________
Jon M. Gunderson, President
ATTACHMENT A
ATTACHMENT B
48'
T
14 ' Weleome to Corona
2 ' �� l
,___ _____ .. _______
J
apron deck_}
Front Elevation
48'
highway grade
ATTACHMENT C
Relocation Site One:
3035 Palisades Drive
(West Face 14 x 48)
(East Face 14 x 48)
Billboard
Relocation Site Two
1450 Pomona Road
(West Face 10 x 28)
(East Face 14 x 44)
Billboard
Existing Billboard (2) Location
Green River Road & State Route 91 Eastbound
71/91 Interchange Project
New Two-Lane Direct Connector, Eastbound 91 to Northbound 71 (Southside of SR 91 at Green River Road)
Relocated Billboard Sites
3035 Palisades Drive, South Side of State Route 91 Eastbound
1450 Pomona Road, North Side of State Route 91 Westbound
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Planning and Development Department
2024-188
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
EXTENSION OF TIME FOR PARCEL MAP 37221 LOCATED AT THE SOUTHWEST
CORNER OF
TEMESCAL CANYON ROAD AND PRONIO CIRCLE IN THE ENTERTAINMENT COMMERCIAL (EC) DESIGNATION OF THE DOS LAGOS SPECIFIC PLAN (SP99-03) (APPLICANT: VISTA DOS LAGOS, LLC, 2518 NORTH SANTIAGO BOULEVARD, ORANGE, CA 92867)
EXECUTIVE SUMMARY:
This staff report asks the City Council to consider the approval of a one -year extension of time for Parcel Map 37221 (PM 37221). PM 37221 accommodates the development of two office buildings within the Dos Lagos Specific Plan. Pursuant to the Subdivision Map Act, PM 37221 is eligible for a discretionary extension of time by the City Council not exceeding a period of six years. This request is the second, one -year discretionary extension of time and would extend PM 37221 to November 3, 2025.
RECOMMENDED ACTION:
That the City Council approve a one -year extension of time for Parcel Map 37221, expiring on November 3, 2025.
BACKGROUND & HISTORY:
PM 37221 is located at the southwest corner of Temescal Canyon Road and Pronio Circle. The proposed subdivision creates two parcels on 2.06 acres to facilitate the development of two professional office buildings on two separate parcels. The zoning of
the project site is Entertainment Commercial (EC) of the Dos Lagos Specific Plan (SP99- 03).
PM 37221 was approved by the City Council on November 3, 2021. The initial term of PM 37221 is 24 months from the date of its initial approval. The City Council at its meeting on December 6, 2023, approved the first discretionary extension of time of one year for PM 37221, extending the map to November 3, 2024.
ANALYSIS:
The applicant submitted an extension of time request to the City on October 31, 2024. At the time of the applicant’s submitted request, the Subdivision Map Act grants an automatic extension of 60 days or until the extension is approved, conditionally approved, or denied by the City’s legislative body, which is the City Council. The applicant’s request for a one -year extension of time will extend PM 37221 to November 3, 2025.
The applicant is currently in the plan check process with the City to have PM 37221 recorded. The additional time will allow the applicant to finish the current process with the City and have the map recorded with the County without restarting the process of applying for a new parcel map.
FINANCIAL IMPACT:
All applicable fees associated with this request have been paid by the applicant.
ENVIRONMENTAL ANALYSIS:
A Mitigated Negative Declaration was prepared for Parcel Map 37221 according to CEQA and adopted by the City Council on November 3, 2021. The extension of time does not change the scope of the project from its initial approval. Therefore, this request does not require further environmental analysis under CEQA.
PREPARED BY: JESSICA KANG, ASSOCIATE ENGINEER
REVIEWED BY: JOANNE COLETTA, PLANNING AND DEVELOPMENT DIRECTOR ATTACHMENTS:
1. Exhibit 1 – Location and Zoning Map
2. Exhibit 2 – Site Plan for PM 37221
3. Exhibit 3 – Letter from Applicant Requesting Extension
AERIAL & LOCATIONAL MAP
PM 37221 (PM2020-0003) &
PP2020-0006
Pronio Circle & Temescal
Canyon Road
LOT 11 TR 32538 MB 387/69-80 LOT 10 TR 32538 MB 387/69-80 LOT 12 TR 32538 MB 387/69-80 LOT 8 TR 32538 MB 387/69-80 LOT 13 TR 32538 MB 387/69-80Page 1663 of 2748
EXHIBIT
3 Page 1664 of 2748
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Public Works Department
2024-179
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
CONSTRUCTION CONTRACT WITH RESOURCE ENVIRONMENTAL, INC. IN THE AMOUNT OF $1,560,680 FOR THE OLD PD BUILDING DEMOLITION, CAPITAL IMPROVEMENT PROJECT NO. FC-2023-09; NOTICE INVITING BIDS 25-015SB EXECUTIVE SUMMARY:
This staff report asks the City Council to approve the Construction Contract with Resource Environmental, Inc. for the Old PD Building Demolition, Capital Improvement Project No.
FC-2023-09. This project will reroute existing fiber communications cabling and equipment from the Old PD Building, demolish the building located at 849 W. Sixth Street, preserve a portion of the parking lot to remain for use by the County of Riverside and Court, provide a continuous walkway leading to City Hall, and cover the demolished area with grass.
RECOMMENDED ACTION:
That the City Council:
a. Adopt the Plans and Specifications for the Old PD Building Demolition, Capital Improvement Project No. FC-2023-09.
b. Award Notice Inviting Bids 25-015SB to Resource Environmental, Inc., the lowest responsive, responsible bidder, for the total bid amount of $1,560,680, and waive all minor irregularities in the bidding document as submitted by the said bidder.
c. Approve the Construction Contract with Resource Environmental, Inc. for the Old PD Building Demolition, Capital Improvement Project No. FC-2023-09 in the amount of $1,560,680.
d. Authorize the City Manager, or his designee, to execute the Construction Contract with Resource Environmental, Inc. in the amount of $1,560,680, including any nonsubstantive extensions, change orders, purchase orders, and amendments up to 10%, which is equivalent to $156,068.
e. Authorize an appropriation in the amount of $1,109,234 from Measure X Fund 120 to the Old PD Building Demolition, Capital Improvement Project No. FC-2023-09.
BACKGROUND & HISTORY:
At the Fall Policy Workshop on September 28, 2022, the Corona City Council was provided with three options, with the pros and cons, regarding the disposition of the 24,000-square-foot building that formerly functioned as the City’s police station. The options presented to the Council for consideration were as follows: Option 1, Take No Action; Option 2, Demolish and Create Green Space; and Option 3, Renovate. The building, located at 849 West Sixth Street, has been unoccupied since 2009 and needs costly improvements to meet current building standards. City Council provided direction to proceed with Option 2, demolishing the old Police Station and adding green space.
At the November 15, 2023, City Council meeting, IDS Group Inc. was awarded a contract to prepare all the necessary plans and specifications for this purpose.
ANALYSIS:
The Project was advertised for bids on October 1, 2024, pursuant to Corona Municipal Code section 3.08.090, Public projects - formal bidding procedure, and the City’s purchasing policy through the City’s PlanetBids bidding portal. A total of 797 prospective bidders were notified, with 700 external vendors notified and 97 vendors notified via the City’s PlanetBids website. A mandatory job walk was conducted on October 15, 2024, with twenty-eight (28) companies in attendance. Bids were due on November 12, 2024, at 10:00 AM. Four (4) bids were received through the PlanetBids bidding service.
No. Contractor Location Bid Total
1 Resource Environmental, Inc. Cerritos, CA $1,560,680.00 2 AD Improvements Downey, CA $1,774,460.25
3 Unlimited Environmental, Inc. Santa Fe Springs,
CA
$1,828,531.00
4 The Nazerian Group Encino, CA $2,543,123.00
Staff has reviewed all bids and recommends awarding the contract to Resource Environmental, Inc. as the lowest responsive, responsible bidder based on the Bid Schedule for a total contract amount of $1,560,680. City staff has reviewed and verified
all licenses and references for Resource Environmental, Inc., and all other documentation is in order.
FINANCIAL IMPACT:
Approval of the recommended actions will result in an appropriation of $1,109,234 from the Measure X Fund 120 to the Old PD Building Demolition Capital Improvement Project No. FC-2023-09. If the City Council approves the appropriation, funding for the Old PD Building Demolition Project will be available in the Capital Improvement Project No. FC2023-09.
The estimated construction costs are outlined as follows:
Construction
………………………………………………………………………………….………$1,560,68
0 Construction Inspection, Labor Compliance and Staff
Time.…………..………..……….$200,000
Contingency (10%)
……………………………………..…………………………………….……….$156,068
Total Project Cost
………………….…………………………………………….………………..$1,916,748
Staff recommends an appropriation as follows:
Project No. Fund Current Balance
Appropriation
Revised Balance
FC-2023-09
(Old PD
Building
Demolition)
American
Rescue Plan
Act Fund 413
$753,514 $0 $753,514
FC-2023-09
(Old PD
Building
Demolition)
Measure X
Fund 120
$54,000 $1,109,234 $1,163,234
Total: $807,514 $1,109,234 $1,916,748
ENVIRONMENTAL ANALYSIS:
These actions are categorically exempt pursuant to Section 15301 of the Guidelines for the California Environmental Quality Act (CEQA), which states that the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of use beyond that existing at the time of the CEQA determination and is therefore exempt from CEQA. Therefore, no environmental analysis is required and staff has filed a Notice of Exemption with the County of Riverside.
PREPARED BY: TRACY MARTIN, SENIOR PROJECT MANAGER
REVIEWED BY: SAVAT KHAMPHOU, PUBLIC WORKS DIRECTOR
ATTACHMENTS:
1. Exhibit 1 – Location Map
2. Exhibit 2 – Construction Contract
PROJECT
LOCATION
OLD PD DEMOLITION PROJECT
FC-2023-09
CONTRACT
THIS CONTRACT is made this 4th day of December 2024, in the County of Riverside, State of California, by and between the City of Corona, hereinafter called City, and Resource Environmental, Inc.. hereinafter called Contractor. The City and the Contractor for the considerations stated herein agree as follows:
ARTICLE 1. SCOPE OF WORK. The Contractor shall perform all Work within the time stipulated the Contract and shall provide all labor, materials, equipment, tools, utility services, and transportation to complete all of the Work required in strict compliance with the Contract Documents as specified in Article 5 below for the following Project:
Old PD Building Demolition Project, Project No. FC-2023-09, NIB No. 25-015SB The Contractor and its surety shall be liable to the City for any damages arising as a result of the Contractor’s failure to comply with this obligation.
ARTICLE 2. TIME FOR COMPLETION. A Move-in period of 15 calendar days shall start on the date of issuance of the Notice to Proceed. This period shall be used by the Contractor to confirm utility locations, turn in project submittals or other supporting documentation for approval and procure the necessary material and equipment to complete the Work. The Work shall commence on the last day of the Move-in period or the first Working Day the Contractor actually starts the Work, whichever occurs first. The Contractor shall complete all Work required by the Contract Documents within 120 Working Days. By its signature hereunder, Contractor agrees the time for completion set forth above is adequate and reasonable to complete the Work.
ARTICLE 3. CONTRACT PRICE. The City shall pay to the Contractor as full compensation for the performance of the Contract, subject to any additions or deductions as provided in the Contract Documents, and including all applicable taxes and costs, the sum of One Million, Five Hundred and Sixty Thousand, Six Hundred and Eighty Dollars ($1,560,680.00) Payment shall be made as set forth in the General Conditions.
ARTICLE 4. LIQUIDATED DAMAGES. In accordance with Government Code section 53069.85, it is agreed that the Contractor will pay the City the sum of $1,000 for each and every calendar day of delay beyond the time prescribed in the Contract Documents for finishing the Work, as Liquidated Damages and not as a penalty or forfeiture. In the event this is not paid, the Contractor agrees the City may deduct that amount from any money due or that may become due the Contractor under the Contract. This Article does not exclude recovery of other damages specified in the Contract Documents.
ARTICLE 5. COMPONENT PARTS OF THE CONTRACT. The “Contract Documents” include the following:
Notice Inviting Bids
Instructions to Bidders
Contractor's Bid Forms
Contractor’s Certificate Regarding Workers’ Compensation Bid Bond
Designation of Subcontractors
Information Required of Bidders
Bidder’s Experience Statement
Non-Collusion Declaration form
Contract
Performance Bond
Payment (Labor and Materials) Bond
General Conditions
Docusign Envelope ID: A125DEBD-09D3-4E19-B4C3-06B843318BE5 Docusign Envelope ID: E28B4B24-7EA2-4E49-9A98-2CD96271F322
Special Provisions (or Special Conditions)
Technical Specifications
Addenda
Plans and Contract Drawings
Approved and fully executed change orders
Any other documents contained in or incorporated into the Contract The Contactor shall complete the Work in strict accordance with all of the Contract Documents.
All of the Contract Documents are intended to be complementary. Work required by one of the Contract Documents and not by others shall be done as if required by all. This Contract shall supersede any prior agreement of the parties.
ARTICLE 6. PROVISIONS REQUIRED BY LAW. Each and every provision of law required to be included in these Contract Documents shall be deemed to be included in these Contract Documents. The Contractor shall comply with all requirements of applicable federal, state and local laws, rules and regulations, including, but not limited to, the provisions of the California Labor Code and California Public Contract Code which are applicable to this Project.
ARTICLE 7. INDEMNIFICATION. Contractor shall provide indemnification as set forth in the General Conditions.
ARTICLE 8. PREVAILING WAGES. Contractor is aware of the prevailing wage requirements of Chapter 1 (beginning at Section 1720 et seq.) of Part 7 of Division 2 of the California Labor Code, as well as Title 8, Section 16000 et seq. of the California Code of Regulations (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. Contractor and its subcontractors shall fully comply with the Prevailing Wage Laws for their employees and any others to whom such laws are applicable. Contractor and its subcontractors shall also be responsible for any and all violations and fines imposed on them pursuant to the Prevailing Wage Laws. Pursuant to SB 854, which amended the Prevailing Wage Laws, this Contract is subject to compliance monitoring and enforcement by the DIR. Beginning April 1, 2015, no contractor or subcontractor may be awarded this Contract unless registered with the DIR pursuant to Labor Code section 1725.5. The City will report all necessary contracts to the DIR as required by the Prevailing Wage Laws.
Contractor shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Work available to interested parties upon request, and shall post copies at the Contractor’s principal place of business and at the Project site. It is most efficient for the Contractor to obtain a copy of the prevailing wages in effect at the commencement of this Contract from the website of the Division of Labor Statistics and Research of the DIR located at www.dir.ca.gov/dlsr/. In the alternative, the Contractor may obtain a copy of the prevailing wages from the City. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK
SIGNATURES ON FOLLOWING PAGE]
Docusign Envelope ID: A125DEBD-09D3-4E19-B4C3-06B843318BE5 Docusign Envelope ID: E28B4B24-7EA2-4E49-9A98-2CD96271F322
IN WITNESS WHEREOF, this Contract has been duly executed by the above-named parties, on the day and year above written.
CITY OF CORONA
By:
______________________________
Savat Khamphou
Public Works Director
Reviewed By:
______________________________
Keegan Olds
Acting CIP Manager
Reviewed By:
______________________________
Rachel McLure
CIP Supervisor
Reviewed By:
______________________________
Tracy Martin
Senior Project Manager
Reviewed By:
______________________________
Yasmin Lopez
Purchasing Manager
Attest:
______________________________
Sylvia Edwards, City Clerk
City of Corona, California
RESOURCE ENVIRONMENTAL, INC.
By:
______________________________
Richard Miller
(CEO, COO, Secretary)
864417
License Number
By:
______________________________
Cynthia Skiff
(President, CFO)
Docusign Envelope ID: A125DEBD-09D3-4E19-B4C3-06B843318BE5 Docusign Envelope ID: E28B4B24-7EA2-4E49-9A98-2CD96271F322
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Community Services Department
2024-191
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
CORONA PUBLIC LIBRARY STRATEGIC PLAN
EXECUTIVE SUMMARY:
This staff report asks the City Council to adopt the strategic plan for the Corona Public Library. The Library’s Strategic Plan works in conjunction with the City’s Strategic Plan, building on common themes vital to the community. The plan identifies four areas of focus that are accompanied by actionable and measurable goals. This strategic plan encompasses goals for the Library’s operations, programs, and services to the City of Corona over the next three to five years.
RECOMMENDED ACTION:
That the City Council adopt the Corona Public Library’s Strategic Plan BACKGROUND & HISTORY:
In February 2024, the Corona Public Library began the process of creating a strategic plan. To assist with the development of the plan, the Library utilized LibraryIQ, a collection evaluation platform. LibraryIQ assisted the Library in using evidence-based data to make quicker acquisition decisions. The platform also creates data of the collection, patron attendance, library building usage, and more. As library environments, programs, and services change and evolve, the strategic plan becomes a key guiding document ensuring the Corona Public Library continues to be a valuable resource to the Corona community
ANALYSIS:
The City engaged LibraryIQ and Debbie Joy, MLIS, to provide expert guidance and support in the development of the strategic plan. The strategic plan process is divided into five stages: data gathering’ in-person and survey data; analyzing; presenting findings to core strategic plan group; identifying and reviewing strategic goals and objectives and creating a draft; and presenting final strategic plan to invested groups. The data gathering stage included inquiring with staff about the history of the Library, using LibraryIQ to gather raw statistical data about the collections, participation, usage, and conducting onsite interviews.
In May 2024, Ms. Joy facilitated in-person focus groups and one-on-one interviews with elected officials, residents, and staff in order to better understand the goals of the City and hear directly from the Corona community. Data gathered from online surveys, emails, focus groups, the City’s Strategic Plan, and from the LibraryIQ platform determined commonalities, which were crafted into four main Strategic Goals:
1. Strong Collection and Services
2. Innovative Spaces
3. Community Gathering
4. Library Visibility
These four goals each have multiple objectives, spanning over the next three to five years.
Each goal lists a strategy, an objective, timeline, partnership opportunities, and funding.
The goal of Strong Collection and Services addresses strategies for the Library to create collections and services catered to the community. Throughout the strategic plan timeline, the goal is to increase and update the collection, using data driven collection development processes, and growing literacy for children and adults. The Corona Public Library will provide wide-ranging, high-quality collections and literacy resources to meet the needs of the community, ensuring equitable access to a wide range of materials and services.
Innovative Spaces primarily focuses on the physical building of the Library. This goal incorporates the creation of an Innovation Center, which is scheduled to open in June 2026. The innovation center will provide modern, welcoming spaces, equipment and services to spark creativity and innovation.
Community Gathering amplifies the Library’s community engagement both internally and externally. Objectives in this goal center around creating new opportunities and reasons for diverse people to gather and use the Library. Ideas such as walking clubs and pop-up services are some ways for the Library to have a better foothold in the community. The Library will foster civic engagement, support lifelong learning and well-being for residents, and strengthen community bonds.
Lastly, the Library’s Visibility goal is to create the Library’s programs, services, eResources, collections, and the building itself more noticeable to the community. During the focus groups, many community members expressed a desire for specific services or
programs that the Library already provides. This highlights that while the community is aware of the books available, other resources are not as widely recognized. The Library will raise its visibility and public awareness by increasing newsletter, social media and outreach audience engagement by 25% during the planning period.
The Corona Library Board of Trustees recommended to City Council to approve the strategic plan as presented at its meeting on October 22, 2024. The Trustees also recommend additional City funding for books and not solely relying on the Friends of the Corona Public Library to supplement book funding.
The strategic plan was presented to the City Council on November 20, 2024 at a Study Session. Thereafter, City Council will receive annual updates to keep the Council and the community informed on implementation measures.
FINANCIAL IMPACT:
There is no additional fiscal impact associated with this recommended action.
ENVIRONMENTAL ANALYSIS:
This action is exempt pursuant to Section 15061(b)(3) of the Guidelines for the California Environmental Quality Act (CEQA), which states that a project is exempt from CEQA if the activity is covered by the commonsense exemption that CEQA applies only to projects that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Therefore, no environmental analysis is required.
PREPARED BY: DANIELL WHITTINGTON, LIBRARY MANAGER
REVIEWED BY: DONNA FINCH, COMMUNITY SERVICES DIRECTOR
ATTACHMENTS:
1. Exhibit 1 – Corona Public Library’s Strategic Plan
Library Strategic Plan
Inspiring Innovation
PREPARED FOR
Corona Public Library
October, 2024
LibraryIQ | Corona Public Library 2
3 4
4 5
6 6
19 INTRODUCTION
STRATEGIC PLANNING PROCESS
KEY CHALLENGES
GUIDING STATEMENT
STRATEGIC GOALS
Strong Collection and Services
Innovative Spaces
Community Gathering
Library Visibility
ACTION PLAN
APPENDIX I
CONTENTS
Introduction
The City of Corona is a vibrant and thriving community with an abundance of scenic trails, beautiful parks and the circular Grand Boulevard. The Corona Public Library supports the City’s robust economy, education and cultural services, helping make Corona an ideal place for both living and working.
Since 1906, the Corona Public Library has adapted to the changing needs of the community, serving as a vital cultural and educational resource. Today, the Library stands at the intersection of its legacy and future filled with adaptability and innovation. This strategic plan positions the Library to thrive in a fast-changing, increasingly digital world. The plan supports the Library’s unwavering commitment to lifelong learning, literacy, and life enrichment. It ensures Library leaders have the flexibility to adapt to new opportunities and charts a path to continued quality service.
LibraryIQ | Corona Public Library 4
When the strategic planning process began in February 2024, the team set out to answer three key questions:
1. What will the City of Corona look like in the next five years? What community needs and wants are within the Library’s mission to provide?
Research focused on demographics, interests, and evolving needs. Surveys, focus groups, individual interviews, demographic research, and consumer segmentation analysis were conducted.
2. How can Library resources and services evolve to meet the identified community needs? Research focused on existing programs, collections, technology, and services to assess their alignment with the needs and wants of local residents.
3. What strategic goals should the Library pursue to address community needs effectively, and what are the actionable objectives associated with these goals? Analysis and synthesis of information and data resulted in a clear set of strategic goals and objectives.
INSPIRING INNOVATION is rooted in public input and data. The strategic plan was developed based on analysis of collection performance, Library use, customer and resident segmentation, and mapping. Additional data from national best practices, local demographics, growth projections, economic and social climate, facility use, and program engagement were also part of the analysis. Through a dedicated public engagement website, survey, focus groups, individual interviews, and direct staff participation, ideas and feedback were gathered from nearly 2,000 residents. Data sources include:
• Corona Public Library and City of Corona information and statistics • LibraryIQ collection data analytics
• LibraryIQ consumer and Library customer segmentation recommendations • Corona Public Library strategic planning website
• Survey
• “Big Idea” for the Library
• Geographic suggestions for Library services
• United States Census
• Institute of Museum and Library Services
Strategic Planning Process
The following key needs emerged from the research process:
1. A more robust collection of print and electronic materials.
2. Enhancements to make the Library building more open and welcoming.
3. Space for learning and innovation with expanded STEAM and maker offerings.
4. Library involvement in downtown revitalization.
5. Space for the community to gather and “hang out.”
6. Services that facilitate community getting to know one another.
7. Services to enhance Corona as a live/work community.
8. Greater public awareness of the Library and its services.
Key Challenges
LibraryIQ | Corona Public Library 5
Guiding Statement
The Corona Public Library welcomes and supports all people in the enjoyment of reading and pursuit of lifelong learning.
Working together, we strive to provide access to information, ideas and knowledge through books, technology, programs, services and other resources. We believe in the freedom to read, to learn and to discover.
LibraryIQ | Corona Public Library 6
The tables below provide detailed priorities, objectives, and timelines for achieving the Library’s organizational priorities.
Strategic Goals
Action Plan
Fiscal Year 25
Fiscal Year 26
Fiscal Year 27
Fiscal Year 28
Fiscal Year 29
Throughout the
Planning Period
Library Budget
City Organization
Partner Organizations
Dedicated Capital (Grants,
Friends, Etc.)
Library Only
City Organization
Community Organization
Health Organization
Schools/Higher Education
Local Business Community
TIMELINE KEY PARTNER FUNDING
STRONG COLLECTION AND SERVICES
The Corona Public Library will provide wide-ranging, high-quality collections and literacy resources that meet the needs of the community, ensuring equitable access to a wide range of materials and services.
LIBRARY VISIBILITY
The Corona Public Library will raise its visibility and public awareness by increasing newsletter, social media and outreach audience engagement by 25% during the planning period.
COMMUNITY GATHERING
The Corona Public Library will foster civic engagement, support lifelong learning and well-being for residents, and strengthen community bonds.
INNOVATIVE SPACES
The Corona Public Library will provide modern, welcoming spaces, equipment and services that spark creativity and innovation.
LibraryIQ | Corona Public Library 7
The Corona Public Library will provide wide-ranging, high-quality collections and literacy resources that meet the needs of the community, ensuring equitable access to a wide range of materials and services.
TABLE 1: STRONG COLLECTION AND SERVICES
Objective Strategy Timeline Partner Funding
Improve
physical
collection
access and
selection
Increase physical collection size as
possible
Fiscal Year
25 Library Only
Dedicated
Capital
(Grants,
Friends, etc.)
Optimize print collection size by
collection code using data from
analytics platform
Fiscal Year
25 Library Only Library Budget
Optimize selection process using data
from analytics platform to reduce
purchase of titles that never circulate
and increase purchase of titles that are
likely to circulate
Fiscal Year
25 Library Only Library
Budget
Optimize shelf space by consolidating
smaller collection codes and expanding
high demand collection codes
Fiscal Year
25 Library Only LibraryBudget
Improve
electronic
collection
access and
ease of use
Adjust the existing collection budget
to align with demand for electronic
materials. Consider shifting some
funds to electronic materials budget to
support increased circulation
Fiscal Year
26 Library Only LibraryBudget
Provide electronic library card
registration via QR code at coffee shops,
health care facilities, laundromats, etc.
Encourage electronic collection use
Fiscal Year
26 Local Business
Community
Library
Budget
STRONG COLLECTION AND SERVICES
LibraryIQ | Corona Public Library 8
Objective Strategy Timeline Partner Funding
Explore providing electronic library
cards
Fiscal Year
25 Library Only LibraryBudget
Access
materials
through larger
network
Explore joining consortia for access to
more materials
Fiscal Year
27 Library Only LibraryBudget
Implement
data-driven
collection
development
practices
Use analytics platform data to establish
and monitor performance indicators,
while maintaining appropriate attention
to the City’s diverse community and the
wide range of individuals and Corona
resident opinions, including:
• Customer engagement
• Collection code size balanced with
circulation
• Collection weeding
• Collection selection (minimizing
items that never circulate)
• Budget allocations for physical and
electronic materials
Fiscal Year
25 Library Only LibraryBudget
Help ensure
children enter
kindergarten
ready to read
Increase and enhance support and
services for childcare providers and
informal caregivers of young children
Fiscal Year
26 Library Only LibraryBudget
Leverage Beanstack tool to increase
participation in 1,000 Books Before
Kindergarten
Fiscal Year
27 Library Only
Dedicated
Capital
(Grants,
Friends, etc.)
Enhance variety of Early Literacy Kits for
checkout
Fiscal Year
28 Library Only
Dedicated
Capital
(Grants,
Friends, etc.)
Amplify
literacy
services
through
partnership
Enhance partnerships with community
educational organizations such as
museums, historic sites, parks. etc.
Fiscal Year
26 Community
Organization
Library
Budget
LibraryIQ | Corona Public Library 9
Objective Strategy Timeline Partner Funding
Expand participation in school and
community educational events
Fiscal Year
28 Schools
Library
Budget,
Partner
Organizations
Enhance communication with teachers
and media specialists to promote use of
student and teacher cards
Fiscal Year
28 Schools LibraryBudget
Provide
literacy
opportunities
for families
Increase options for families to engage
in STEAM activities together (for
example after school initiatives such as a
STEAM area for elementary and middle
grade students)
Fiscal Year
26 Library Only
Library
Budget,
Partner
Organizations
Provide concurrent activities for
children and guardians. Make activities
complementary as possible to spark
family discussion, ensuring guardians are
on hand to monitor children as needed
Fiscal Year
29 Library Only LibraryBudget
Provide multigenerational programs or
events annually
Throughout
the
Planning
Period
Library Only Library
Budget
LibraryIQ | Corona Public Library 10
The Corona Public Library will provide modern, welcoming spaces, equipment and services that spark creativity and innovation.
TABLE 2: INNOVATIVE SPACES
Objective Strategy Timeline Partner Funding
Survey and
collect user
data to better
understand
use of library
facility
Conduct a one-week facility usage
review. Count each visit and survey
visitors to determine the reason for
the visit (check out a book, attend a
program, use Wi-Fi, etc.)
Fiscal Year
25 Library Only LibraryBudget
Use data to determine average foot
traffic by hour/day and peak times of
Library use. Use this data to determine
best hours of operation and staffing
Fiscal Year
25 Library Only LibraryBudget
Map foot traffic data to digital
downloads and website visits during a
defined time period. Understanding of
in-person vs. virtual library use will help
ensure quality service to both in-person
and virtual patrons.
Fiscal Year
25 Library Only LibraryBudget
Align Library
operations
to encourage
placemaking
and community
Design space within the facility to be
used for innovation center
Fiscal Year
25 City
Organization
City
Organization
Leverage state legislature appropriation
to build, furnish and provide technology
for innovation center
Fiscal Year
26 City
Organization
City
Organization
Create STEAM spaces and
programming for coding, robotics,
etc. for elementary and middle grades
students
Fiscal Year
27 City
Organization
Dedicated
Capital
(Grants,
Friends, etc.)
INNOVATIVE SPACES
LibraryIQ | Corona Public Library 11
Objective Strategy Timeline Partner Funding
Enhance visibility of makerspace and
consider moving to a more accessible
part of library
Fiscal Year
27 City
Organization
City
Organization
Provide
focused,
limited,
high-value
customerfacing
technology
Enhance makerspace technology
as funding allows, to include DIY,
recording/podcasting equipment, etc.
Fiscal Year
27 City
Organization
City
Organization,
Partner
Organizations
Bundle scanner, VHS converter and
other equipment to create a Memory
Lab where patrons can digitize print
photos, VHS tapes, 8mm home movies,
etc.
Fiscal Year
28 Library Only LibraryBudget
Provide Adobe Creative Suite or other
graphic design software for patron use
Fiscal Year
28 Library Only
Dedicated
Capital
(Grants,
Friends, etc.)
Provide meeting and coworking areas
(including Zoom- and Teams-ready
spaces), providing an open area for
conversations and collaboration
Fiscal Year
29 City
Organization
City
Organization
Provide appropriate smart tools such as
videoconferencing screens, adjustable
height desks, built in charging ports,
etc.,
Fiscal Year
29 City
Organiztion
City
Organization
Position the
Library as
a place for
technology
access and
support
Offer training to the public on creating
useful outputs like a budget, newsletter,
or sign rather than specific tools
like Excel or Powerpoint. Consider
integrating AI training
Fiscal Year
26 Community
Organization
Library
Budget,
Partner
Organizations
LibraryIQ | Corona Public Library 12
Objective Strategy Timeline Partner Funding
Help close
the “techfluency” gap
for residents,
particularly
in emerging
technologies
Enhance offerings of consumer-facing
AI tools (ChatGPT, Bard, Sora) and
instruction in use
Fiscal Year
27 Library Only
Library
Budget,
Partner
Organizations
Plan and offer STEAM activities and
technology in the innovation center and
throughout the library
Fiscal Year
27 Schools/Higher EducationLibrary
Budget
Continue to offer at least one
information literacy program each year
for adults and children
Throughout
the planning periodLibrary Only Library
Budget
Ensure a
comprehensive
understanding
of customerfacing
technology
among Library
leaders and
staff
Offer all-staff trainings annually on
existing and potential costumer
facing technology (including artificial
intelligence) and its applications in
everyday life
Throughout
the planning period
Schools/Higher EducationLibrary
Budget
Research and
explore new,
tech-inspired
ideas
Create a process to empower all staff
to provide technology programs and
support
Fiscal Year
28 Library Only LibraryBudget
Continue to collaborate with and learn
from other libraries and organizations on
technology and applications
Throughout
the planning periodLibrary Only Library
Budget
LibraryIQ | Corona Public Library 13
Objective Strategy Timeline Partner Funding
Provide
modern,
efficient library
facilities
Explore grants to foster sustainability
of buildings, including solar and other
energy-saving features
Fiscal Year
29 City
Organization
Dedicated Capital
(Grants,
Friends, etc.)
Transition desktop computers to laptops
and provide lounge-style seating for
laptop use
Fiscal Year
26 City
Organization
Dedicated
Capital
(Grants,
Friends, etc.)
Explore possibilities for high-quality
coffee cart/kiosk or food truck visits
to the library. Ensure visits are regular,
predictable, and well marketed
Fiscal Year
27 Local Business
Community
City
Organization
LibraryIQ | Corona Public Library 14
COMMUNITY GATHERING
The Corona Public Library will foster civic engagement, support lifelong learning and well-being for residents, and strengthen community bonds.
TABLE 3: COMMUNITY GATHERING
Objective Strategy Timeline Partner Funding
Provide
programs that
align with
the City of
Corona’s vision
to be a safe,
vibrant, and
family-friendly
community.
Partner with community organizations
to host community wide events at the
library
Fiscal Year
26 Community
Organization
Library
Budget
Create a walking club that meets at the
library to walk together then access
library programs and materials
Fiscal Year
26 Community
Organization
Library
Budget
Host pop-up library services at large
community events. This could include
library card registration, bringing
physical books to check out, QR codes
to access the electronic collection, and
simple STEAM activities
Throughout
the
Planning
Period
City
Organization
Library
Budget
Make accessing
Library
services easy
for all City
residents
Use consumer segmentation data to
design and provide events that appeal
to specific segments of the population
Fiscal Year
25 Library Only LibraryBudget
LibraryIQ | Corona Public Library 15
Objective Strategy Timeline Partner Funding
Explore less structured programs for
teens and adults. This could include
informal book discussions, gaming, etc.
Fiscal Year
26 Library Only LibraryBudget
Evaluate programming times to
accommodate customers’ schedules
Fiscal Year
28 Library Only LibraryBudget
Support life
skills and
healthy living
Continue to partner with the Recreation
Division and other agencies to offer
events each year such as yoga and
meditation
Throughout
the
Planning
Period
City
Organization
City
Organization
Provide life skills programs (financial
literacy, sewing and mending, etc.) or
affordable living classes (couponing, etc)
Fiscal Year
26 Community
Organization
Library
Budget
Elevate
Entrepreneurs
and Small
Business
Provide timely workshops and resources
(using AI or prospect databases) to
assist in growing small businesses
Throughout
the
Planning
Period
Local Business
Community
Library
Budget
Partner with local business incubators
or colleges to connect entrepreneurs
with office and meeting spaces during
innovation center development
Fiscal year
26 Local Business
Community
Library
Budget
Partner with technology programs at
local colleges and schools to create
internship programs with businesses
Fiscal Year
28 Schools/Higher EducationCity
Organization
Prepare and
Support our
Residents for
Jobs of the
Future
Offer workforce development and
business development events such as
career upskilling, resume review, and
interview coaching, business plans, etc.
Throughout
the planning period
Local Business
Community
Library
Budget
Foster and maintain relationships with
local business owners. Seek input
regularly about needs for Library
technology and services
Throughout
the
Planning
Period
Local Business
Community
Library
Budget
Continue to provide opportunities for
career readiness. Use Library resources
and partner with workforce readiness
organizations
Fiscal Year
25 Community
Organization
Library
Budget
LibraryIQ | Corona Public Library 16
Objective Strategy Timeline Partner Funding
Continue to provide college and job
readiness programs for teens in topics
like job/college app assistance and
FAFSA preparation
Fiscal Year
26 Schools LibraryBudget
Partner with the community college
system and the school district
to leverage existing workforce
development programs
Throughout
the
Planning
Period
Schools/Higher EducationLibrary
Budget
Enhance
Communication
and Connection
Seek regular patron input regarding
accessibility of library technology,
buildings and outreach programs
Throughout
the
Planning
Period
Library Only Library
Budget
Continue staff training to enhance
the culture of excellent customer
service to make the library welcoming
to those invisible disabilities such as
PTSD, autism, sensory needs, etc., by
collaborating with KultureCity.
Throughout
the
Planning
Period
Library Only Library
Budget
Create an annual event that includes
and celebrates different cultures in the
Corona community
Fiscal Year
26 Community
Organization
Library
Budget
Explore options for more communityled programming in which residents offer programs at the Library with staff
guidance
Fiscal Year
27 Community
Organization
Library
Budget
LibraryIQ | Corona Public Library 17
LIBRARY VISIBILITY
The Corona Public Library will raise its visibility and public awareness by increasing newsletter, social media and outreach audience engagement by 25% during the planning period.
TABLE 4 - LIBRARY VISIBILITY
Objective Strategy Timeline Partner Funding
Create awareness
of the value of
Library services
Calculate and communicate dollar value
of total quarterly print/electronic book
checkouts, literacy/other programs, and
technology access. Calculate totals and
communicate on website
Fiscal Year
25 Library Only LibraryBudget
Collect and post on website and social
media customer testimonials telling
the story of the library as an essential
community resource
Fiscal Year
28 Library Only LibraryBudget
Raise awareness of
the Library and its
services
Explore Every Door Direct Mail or
other marketing avenues to promote
specific library services to all residents in
selected zip codes, as funding allows
Fiscal Year
25 Library Only LibraryBudget
Explore postcard advertising to new
City of Corona residents to invite
engagement with the Library
Fiscal Year
25 Library Only LibraryBudget
Conduct one targeted marketing
campaign each year to each of the top
three customer segmentation cohorts
identified in data analytics platform to
engage new users
Throughout
the
Planning
Period
Library Only Library
Budget
Enhance use of school communication
channels (like Peachjar) to market library
services to students and families
Fiscal Year
26 Schools LibraryBudget
Promote outreach services through
consistent marketing activities
Fiscal Year
26 Library Only LibraryBudget
Create a simple slide presentation and
encourage library staff/representatives
to share at community events
Fiscal Year
29 Library Only LibraryBudget
LibraryIQ | Corona Public Library 18
Objective Strategy Timeline Partner Funding
Conduct targeted, branded campaigns
for early literacy, reading challenges,
and services for seniors. Create one
campaign for each service each year
Throughout
the
Planning
Period
Library Only Library
Budget
Create and post four short videos each
year promoting specific programs/
services on Instagram or other social
platform
Throughout
the
Planning
Period
Library Only Library
Budget
Train staff on existing and potential
customer facing technology (including
artificial intelligence) and its applications
in everyday life
Throughout
the
Planning
Period
Library
Only
Library
Budget
Create a broader email database by
collecting email addresses at library
programs, parks and rec and other
community events
Throughout
the
Planning
Period
City
Organization
Library
Budget
Increase
circulation
for electronic
collection
Strongly market electronic collection.
Stress value and convenience in
messaging
Throughout
the
Planning
Period
Library Only Library
Budget
Emphasize
sustainability
Educate residents about responsible
environmental practices through library
programs
Throughout
the
Planning
Period
Community
Organization
Library
Budget
Provide programs in a variety of spaces
throughout the city (parks and recreation
spaces, etc.) to increase convenience,
shorten travel distance, and reach a
larger audience
Throughout
the
Planning
Period
Community
Organization
Library
Budget
Enhance resources for home gardening,
including a seed library and three
programs on organic gardening,
composting, etc. each year
Throughout
the
Planning
Period
Community
Organization
Library
Budget
LibraryIQ | Corona Public Library 19
Public Input
APPENDIX
LibraryIQ | Corona Public Library 20
58 |
PUBLIC AND STAKEHOLDER INPUT
▪ FOCUS GROUPS▪ SURVEY▪ INTERVIEWS
LibraryIQ | Corona Public Library 21
59 |
PUBLIC INPUT SURVEY TAKEAWAYS:
1,720 respondents. Most are ages 30-39 and 60+. Many 40-49. 69% speak only English. The rest speak mostly Spanish.81% of respondents are library cardholders. 16% are not but believe the library is important to the community. 64% have used the Library in the past 12 months. Of those, 90% visited in person, 34% visited online, 25% used eContent only and 8% Instruction in tech like AI or VR, STEM activities and large events like author visits. engaged with outreach.
These are the top 3 areas of requested Library
Internet access at home, inconvenient hours and lack of knowledge what the Library offersfocus : These are the top 3 reasons
More attractive spaces for leisure time, Cultural opportunities like music programs and large events like author talks. respondents don’t use the Library.
These are
46% of respondents feel very welcome at the Library.the top 3 items that would spark more use of the Library. :25% feel somewhat welcome. Only 5% feel somewhat unwelcome and 5% feel 87% of respondents said knowing more about the Library would spark more use. very unwelcome.
Keep in mind most respondents are Library cardholders.
Email from the Library, website and Instagram.: These are the top 3 channels from which respondents get information about the Library.
Customer service and convenience of getting materials rank well for respondent satisfaction. Spaces to socialize, selection and availability of materials ranks less well.
LibraryIQ | Corona Public Library 22
60 |
Materials and Resources
PUBLIC INPUT SURVEY RESPONSES:
● More books and current titles: Many respondents emphasized the need for a larger and more diverse collection of books, including newer titles and more genres.
● eBooks and audiobooks: There is a strong demand for increased access to digital books, including eBooks and audiobooks, with mentions of specific platforms like Libby.
● Specific genres and diverse books: Requests included more children's books, Spanish language books, non-sexualized books for junior high, and diverse book collections.
Programs and Events
● Children’s activities: High demand for more events and programs for children, including storytimes, after-school programs, weekend activities, and activities for toddlers and early readers.
● Educational programs: Requests for educational activities such as coding workshops, financial planning classes, genealogy assistance, adult literacy programs, and ESL classes.
● Toy-lending program: Inspired by other libraries, some respondents suggested a toy-lending program.● Creative and fun activities: Ideas like board game nights, trivia nights, social activities for adults, ghost hunting, and other unique programs were mentioned.
Technology and Digital Services
● Tech resources: Suggestions included adding video games for borrowing, online databases like LinkedIn Learning, and a library of things (tools and equipment for loan).● Help with digital services: There were several requests for instruction on how to use digital resources, including downloading eBooks and audiobooks.● Subscription services: Requests for services like "AllData" for automotive repair and similar databases.
See Appendix A
for all
responses. years: rank the top 3 things the Library should focus on during the next three In addition to books, programs, events, and assistance from staff, please
LibraryIQ | Corona Public Library 23
Facilities and Amenities
● Study spaces: Need for more study rooms, quiet spaces, and areas for students without home internet access to do homework
● Comfort and safety: Requests for better lighting, new furniture, improved air filtration, and overall safer environments, particularly concerning the presence of homeless individuals around the Library ● Coffee shops and cafés: Many respondents suggested adding a coffee shop or café to provide refreshments and create a more inviting atmosphere
● Cleanliness and environment: Suggestions for improving the library's environment through renovation, including better lighting, new furniture, and improved cleanliness
Community Engagement
● Partnerships and outreach: Interest in forming partnerships with local schools and clubs, providing outreach to low-income families, and enhancing community engagement through various services ● Inclusivity and support: Calls for sensory-friendly spaces, programs for people with disabilities, and inclusive events that celebrate diversity and culture
● Community and cultural events: Interest in events celebrating diversity, cultural heritage events, and community gatherings like family events and support groups
61 |
years:rank the top 3 things the Library should focus on during the next three In addition to books, programs, events and assistance from staff, please PUBLIC INPUT SURVEY RESPONSES: See Appendix A
for all
responses.
LibraryIQ | Corona Public Library 24
62 |
Hours and Engagement:
● Weekend Hours: Many respondents requested earlier opening times on Saturdays and extended hours on weekends. There is also a desire for the Library to be open on Sundays ● Convenience: Program and event times often do not align with the schedules of working adults or parents● Lack of Awareness: Some respondents were unaware of the programs and services offered by the Library.
Better communication and marketing were suggested
● Community Presence: Calls for the Library to engage more with the community through outreach and diverse programming
Library Resources and Programs:
● Book and eBook Selection: Multiple comments about the limited selection of both physical books and eBooks, with some patrons preferring to use other library systems ● Technology and Modernization: The need for more modern resources, such as makerspaces, and improved digital services (like better eBook options) was noted ● Diversity of Programs: A need for more programs catering to different age groups, particularly older adults and teens, was mentioned. Also requests for more weekend and evening programs ● Children’s Activities: Timing of children’s activities often clashes with school hours or parent schedules.
More weekend activities for kids were requested
See Appendix B
for all
responses. building or website?
Do any of the factors listed below keep you from visiting the Library PUBLIC INPUT SURVEY RESPONSES:
LibraryIQ | Corona Public Library 25
63 |
Ambience and Facilities:
● Comfort and Amenities: Requests for a more comfortable and inviting space, with suggestions for amenities like a coffee shop, better seating, and improved lighting - Library feels dark and uninviting ● Noise Levels: Concerns about noise levels affecting the Library experience were mentioned● Availability and Safety: Parking was a common issue, with complaints about limited spaces, especially for handicapped parking, and general safety concerns in the parking area. ● Aesthetic Appeal and Cleanliness: Respondents felt the Library looks outdated and uninviting compared to bathrooms and building’s exteriorneighboring city libraries. Issues also arose with hygiene and cleanliness, particularly concerning the ● General Safety: Concerns about personal safety, especially with young children, regarding the local and drug usehomeless population inside and outside the Library. This includes issues with aggressive behavior, loitering, See Appendix B
for all
responses. building or website?
Do any of the factors listed below keep you from visiting the Library PUBLIC INPUT SURVEY RESPONSES:
LibraryIQ | Corona Public Library 26
64 |
Community Engagement and ActivitiesLIBRARY?: WHAT IS YOUR BIG IDEA FOR THE ● Advertising and Communication: Critiques surround insufficient advertising for events and services. Suggestions include using modern platforms like Instagram for better community outreach ● Book Clubs: Interest in diverse book clubs, including specialized ones like cookbook clubs and mystery book discussions● Family and Social Events: Suggestions for family nights, open mic poetry sessions, music classes, bingo nights, and coffee carts for socializing
● Volunteer Opportunities: Offers for tutoring, especially in subjects like math, and for helping kids with reading ● Staff Training: Feedback on the need for staff to be more friendly and courteous, particularly at the check-in/check-out counters
Expansion of Library Offerings
● Service Robots: Interest in using service robots to enhance library services and attract younger generations ● Library of Things: Suggestions to expand the "library of things" to include camping gear and other non-traditional items● Seed Library and Plant Trades: Proposals for a seed library and hosting plant trade events for community gardeners● Art and Life Skills Classes: Requests for art classes, especially those featuring famous artists, and practical life skills classes
● Senior Programs and Accessibility: Suggestions include creating sections for seniors with handicap assistance, offering job search resources, and organizing senior-specific activities to foster community and reduce isolation See Appendix C
for all responses.
LibraryIQ | Corona Public Library 27
65 |
Collection DevelopmentLIBRARY?: WHAT IS YOUR BIG IDEA FOR THE ● National Newspapers and Important Books: Requests to subscribe to major national newspapers and include important books borrowed through programs like ZipBooks in the Library's permanent collection ● Local Authors: Interest in featuring works by local authors and books relevant to the community’s history and culture● Access to Libby and Overdrive: Requests for better access to eBooks and audiobooks through platforms like Libby Facility Improvements
● Seating and Play Structures: Calls for more comfortable seating and interactive play structures for children● Security and Safety: Concerns about safety due to the presence of homeless individuals and suggestions for adding security to ensure a safe environment
● Accessibility: Requests for more accessible hours and facilities, such as private office spaces and rooms for meetings ● Heritage Room Improvements: Suggestions for enhancing the heritage room with more information on local historic homes
● Need for Quiet and Dedicated Study Areas: Many respondents indicated a lack of quiet spaces at home and suggested providing dedicated study areas in the Library
● Gaming Rooms: Interest in creating gaming rooms for young people ● Traffic and Infrastructure: Concerns about the broader city infrastructure, specifically traffic issues, and how they impact access to the Library
See Appendix C
for all responses.
LibraryIQ | Corona Public Library 28
66 |
●
FOCUS GROUPS: COMMUNITY & SPACES
○
Meeting and Activity Spaces:
More programming space is needed, particularly for seniors ○
workforce developmentThe Library could serve as a hub for entrepreneurial workshops and ●
○
Accessibility and Transportation:
Parking difficulties during peak times, like storytime, are a concern ○
Dial-A-Ride, and the Corona Cruiser for seniorsSuggestions for transportation solutions include a trolley, shuttle, ●
○
Integration with Downtown:
families and supporting local businessesThe Library could play a key role in downtown redevelopment, attracting ○
appeal and accessibilityIntegrating Library programs into the downtown area could enhance its
LibraryIQ | Corona Public Library 29
67 |
●
INNOVATION FOCUS GROUPS: TECHNOLOGY &
Technological Resources:
○
digital toolsInterest in advanced resources like 3D printers, makerspaces, and ○ Need for technology workshops and classes for children and seniors○ comfortable seatingand multifunctional, similar to bookstores with cafés and Need for online databases and making library spaces more inviting ●
library servicesEncouragement to embrace innovation and stay current with trends in
LibraryIQ | Corona Public Library 30
68 |
●
MARKETINGFOCUS GROUPS:
services and resourcesto raise awareness of Library Improve marketing strategies ●
Spanish-speaking communitiestargeting specific groups like community outreach, and signage, social media, Suggestions include more
LibraryIQ | Corona Public Library 31
69 |
●
PROGRAMSFOCUS GROUPS: COLLECTION &
○
Robust Collection:
current titlesImportance of maintaining a robust collection of books and acquiring ○
concernBalancing physical books with space for community activities is a ●
○
Inclusive and Diverse Programming:
seniors, children, people with disabilities, and non-English speakersMake programs accessible and inclusive for all demographics, including ○
engagement, and interest groups like gaming or book clubsinterests, including after-school programs, senior activities, teen Calls for diverse programming catering to various age groups and
LibraryIQ | Corona Public Library 32
70 |
PARTNERSHIPSFOCUS GROUPS: OUTREACH &
● Community Outreach:
○ Need for more outreach and programs to attract people to the Library○ partnershipsEmphasis on raising awareness about the library through community events and ○
and non-English speakersImportance of outreach to underserved communities, including lower-income residents ○ Ideas for mobile libraries, bookmobiles, and satellite sites to reach more people ● Collaboration/Partnerships:
○
promote Library services and eventsBuilding stronger partnerships with local schools and community organizations to ○
eventsSuggestions include library presentations for students and collaborating on community ○
innovative programsMore partnerships with local schools and companies to bring in educational and ○
adult educationProvide educational resources and programs for all age groups, from early literacy to
LibraryIQ | Corona Public Library 33
71 |
●
FOCUS GROUPS: FACILITY
○
Space Utilization and Improvements:
collectionsCreating more community gathering spaces while maintaining book ○
adding a caféarea, utilizing the basement for programming, and potentially Suggestions include outdoor spaces, refreshing the adult collection ●
○
Parking and Accessibility:
events and improved accessibilityParking is an issue, with suggestions for more free parking lot
LibraryIQ | Corona Public Library 34
72 |
●
FOCUS GROUPS: FUNDING
○
Support for Physical Improvements:
citybelieves larger infrastructure expenses should be handled by the Friends group supports certain improvements like new shelving but ●
○
Fundraising and Budget Awareness:
fundraising opportunitiesInterest in learning more about the city budget and exploring ○ Belief that the community would support library funding efforts ●
○
Funding and Resource Allocation:
Concerns about funding, collection size, and staffing levels ○
resources and community spacesBalancing expanding physical collections with providing more digital
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Finance Department
2024-186
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
RECEIVE AND FILE THE AUDITOR’S REPORTS RELATED TO THE FISCAL YEAR 2024 ANNUAL FINANCIAL AUDITS, AUDITOR’S COMMUNICATION, ANNUAL
COMPREHENSIVE FINANCIAL REPORT, DEVELOPMENT IMPACT FEES ANNUAL
REPORT, AND ANNUAL REPORT ON VOTER APPROVED DEBT FOR FISCAL YEAR ENDING JUNE 30, 2024.
EXECUTIVE SUMMARY:
This staff report asks the City Council to receive and file the annual reports and auditor’s reports for Fiscal Year 2024. The City contracted with an independent audit firm, The Pun Group, LLC (TPG), to perform the annual audit for the fiscal year ending June 30, 2024.
The audit and year-end process have been completed, and the package with the auditor’s reports on the City’s financials and compliances is presented for review and filing. TPG has issued an unmodified opinion on the City’s financial statements for the fiscal year ending June 30, 2024. An unmodified opinion concludes that the City's financial statements are presented fairly, in all material respects, and in accordance with generally accepted accounting principles. Also included are the Annual Report on Voter Approved Debt prepared by our consultant Spicer Consulting Group, and the Development Impact Fees (AB1600) Report prepared by the Finance Department for review and file.
RECOMMENDED ACTION:
That the City Council:
a. Receive and file the following annual reports:
i. Annual Comprehensive Financial Report of the City of Corona for the fiscal year ended June 30, 2024.
ii. Trip Reduction Fund Audit Report for the fiscal year ended June 30, 2024. iii. Development Impact Fees (AB1600) Annual Report for the fiscal year ended June 30, 2024.
iv. Report on Voter Approved Debt for the fiscal year ended June 30, 2024. b. Receive and file the following auditor’s reports:
i. Auditor’s Report on Applying Agreed-Upon Procedures to Appropriations Limit Schedule for the fiscal year ended June 30, 2024. ii. Auditor’s Report on Applying Agreed-Upon Procedures to Investments for the month ended June 30, 2024.
iii. Auditor’s Report on Compliance with Applicable Requirement and on Internal Control over Compliance for the Housing Successor for the fiscal year ended June 30, 2024.
iv. Auditor’s Report on Internal Control over Financial Reporting and on Compliance and Other Matters based on an Audit of Financial Statements, dated November 25, 2024.
c. Receive and file the Auditor’s Communication letter to the City Council from the City’s audit firm, The Pun Group, LLP, dated November 25, 2024.
BACKGROUND & HISTORY:
The Annual Comprehensive Financial Report (ACFR) of the City of Corona is mandated by State law, and in accordance with City of Corona Municipal Code §2.04.060(G). Each fiscal year, a complete report of the finances and administrative activities of the City is prepared and submitted to the City Council. The report package includes the following items: ACFR, Trip Reduction Fund Audit Report, Housing Successor Compliance Report, and reports on the City’s Appropriations Limit and Investment Portfolio. The reports must be audited by an independent auditor using generally accepted government auditing standards. The audited ACFR is part of the City’s Bond covenants, and many of the items are required to be presented in a public meeting, acknowledging receipt by the City Council.
The independent audit of the financial statements of the City is also part of a broader, federally mandated audit of state and local governments (Single Audit) designed to meet the special needs of federal granting agencies. The standards governing the Single Audit require the auditor to report not only on the fair presentation of the financial statements but also on the City’s internal controls and compliance with legal requirements.
ANALYSIS:
The following reports are included in the review package and are attached to this report:
Annual Comprehensive Financial Report (ACFR)
The ACFR is a set of financial statements to communicate the City’s financial condition and activity, prepared in compliance with the accounting requirements established by the Governmental Accounting Standards Board (GASB). The report presents historical and comparative information useful to City staff, elected officials, and external users such as debt rating agencies, businesses, other public agencies, and the City’s residents.
The ACFR must be audited by an independent auditor using generally accepted government auditing standards. The audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements and related notes. The audit procedures depend on the auditor’s judgment, including assessing the risks of material misstatement, whether due to fraud or error. In making those risk assessments, the auditor considers internal controls relevant to the City’s preparation and fair presentation of the financial statements to design audit procedures appropriate to the circumstances. Limited procedures such as inquiry of management and comparing the information for consistency were applied to the Required Supplemental Information, which is not part of the basic financial statements and not required to be audited according to Government Auditing Standards, were noted as unaudited. The audit also includes evaluating the appropriateness of the City’s accounting policies, the reasonableness of significant accounting estimates made by management, and the overall presentation of the financial statements.
TPG has issued an unmodified opinion of the City’s financial statements for the fiscal year ended June 30, 2024. An unmodified opinion concludes that the City's financial statements are presented fairly, in all material respects, and in accordance with generally accepted accounting principles. The ACFR is also a required component of continuing disclosure to City bondholders as covenanted by certain bond issues.
The ACFR consists of three main sections: Introductory, Financial, and Statistical.
1. Introductory Section. The Introductory Section includes the Letter of Transmittal prepared by management and used to communicate information on areas that may impact the City’s finances now and in the future. This includes economic factors as well as budget and management factors.
2. Financial Section. The Financial Section is the main part of the annual report and includes the following items:
a. Independent Auditor’s Report - the City’s report card on the content of the ACFR.
b. Management Discussion and Analysis (MD&A) - provides an analytical overview of the City’s financial status and results for the year. c. Basic Financial Statements - reports finances at a point in time (assets - liabilities) and throughout the year (revenues - expenditures) and cash flows. i. City-wide Statements - overview of financial information, including all the City’s operations by financial activity.
ii. Fund Financial Statements - a detailed look at funds, reporting the Balance Sheet and Statement of Revenues, Expenditures, and Changes in Fund Balance.
iii. Notes to the Financial Statements (Notes) - a narrative explanation that accompanies the Basic Financial Statements.
d. Budget to Actual Comparisons - for all governmental funds with a legally adopted budget.
e. Notes to Required Supplementary Information.
f. Pension Information - schedule of changes in the net pension liability and related ratios; schedule of contributions by plan.
g. Other Post-Employment Benefits (OPEB) Information - schedule of changes in the net OPEB liability and related ratios and schedule of contributions. h. Breakout of individual non-major funds.
3. Statistical Section. The Statistical Section provides data on the following current and historical topics:
a. Financial Trends
b. Revenue Capacity Information
c. Debt Capacity Information
d. Demographic and Economic Information
e. Operating Information
ACFR Highlights:
Statement of Net Position (Citywide): The Statement of Net Position, like a balance sheet, reports total assets and liabilities of the City. The total net position of the City for all activities was $1,444.0 million at June 30, 2024, compared to $1,363.4 million at June 30, 2023. The increase of $80.6 million, or 5.9%, was primarily due to revenues exceeding expenses.
General Fund Balance: The General Fund is the primary operating fund of the City. The fund balance increased by $34.0 million for the fiscal year ended June 30, 2024, with an ending balance of $399.2 million, primarily due to excess revenues over expenditures.
Business-Type Activities: The City’s net position in the business-type activities increased by $14.5 million compared to the previous year. The primary contributor to the increase was excess revenues over expenses. The overall net position reported in the businesstype activities was $343.3 million as of June 30, 2024.
Cash and Investments: The ACFR also includes detailed information on the City’s cash and investments. As of June 30, 2024, the City had $589.2 million in total cash and investments, all of which are in the form of investments authorized by the California Government Code and the City’s investment policy, or in compliance with bond indenture agreements. More information on cash and investments can be found in Note 3 of the ACFR.
Trip Reduction Fund Audit Report
The Trip Reduction Fund Audit Report is prepared each fiscal year for the Air Quality Improvement Trust Fund for the City of Corona. The account was formed in 1993 to
account for allocations made by AB 2766, known as the Clean Air Act. The revenue provides means and incentives for programs to reduce traffic and air pollution. The report is provided in compliance with AB 2766.
Development Impact Fees Report (AB1600)
The Annual Report of Developer Impact Fees (DIF) has been prepared as required by Government Code Section 66006, also known as AB1600. The City reports each developer fee in a separate fund and has met the requirements of AB1600 in each of its DIF funds. In all cases, the City has complied with the time limit for expenditures of fees.
No fees have been refunded because of noncompliance, and no refunds are pending from any DIF fund.
Voter Approved Debt
The Annual Report on Voter Approved Debt is prepared and submitted in compliance with Government Code Section 53411. A local agency must file a report with its governing body no later than January 1st of each year after the bonds have been issued and at least once a year thereafter. The annual report includes (1) the amount of funds expended and (2) the status of any project required or authorized to be funded as identified in subdivision (a) of Government Code Section 50075.1 and Section 53410.
Auditor’s Reports
The Auditor’s Report on Agreed-Upon Procedures Applied to Appropriations Limit is provided for the fiscal year ended June 30, 2024. The procedures are presented in the publication Agreed-Upon Procedures Applied to the Appropriations Limitation Prescribed by Article XIII-B of the California Constitution. The auditor performed the procedures to meet the requirements of Section 1.5 of Article XIII-B. No exceptions were noted as a result of the auditor’s procedural review.
The Auditor’s Report on Agreed-Upon Procedures Applied to the Investment Portfolio Report is provided for the month ended June 30, 2024. The auditor conducted the procedures to comply with the provisions of the California Government Code and the City’s investment policy dated June 23, 2023. No exceptions were noted as a result of the auditor’s procedural review.
The Auditor’s Report on Internal Control over Financial Reporting and on Compliance and Other Matters based on an Audit of Financial Statements, dated November 25, 2024, is provided. TPG has audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City, for the year ended June 30, 2024, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements. Within the scope of the review, the auditor did not identify any deficiencies in internal controls.
The Auditor’s Report on Compliance with Applicable Requirement and on Internal Control over Compliance for the Housing Successor has been prepared and will be submitted in accordance with the requirements of Senate Bill No. 341. Within the scope of its review, the auditor did not identify any deficiencies in internal controls.
Auditor’s Communication letter to the City Council
The auditor’s communication letter to the City Council provides an overview of the audit process and specific items reviewed throughout the project. Based on professional accounting standards, there is specific information that must be communicated to the governing board related to the audit, including Qualitative Aspects of Accounting Practices, Corrected and Uncorrected Misstatements, Disagreements with Management, Management Representations, Management Consultations with Other Independent Accountants, Other Audit Findings, and New Accounting Standards. Based on the auditor’s communications letter, the financial statement disclosures are neutral, consistent, and clear, there are no material misstatements detected as a result of the audit procedures. The auditors did not encounter any significant difficulties in dealing with management in performing or completing the audit. There are no disagreements with management regarding accounting, reporting, or auditing, that arose during the audit.
FINANCIAL IMPACT:
There is no fiscal impact related to receiving and filing the auditor’s reports and various annual financial reports. The fees for the City’s annual financial audit services are provided for in the annual operating budgets of the General Fund, the Utilities Department’s funds, and various special revenue and debt service funds.
ENVIRONMENTAL ANALYSIS:
This action is exempt pursuant to Section 15061(b)(3) of the Guidelines for the California Environmental Quality Act (CEQA), which states that a project is exempt from CEQA if the activity is covered by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the receipt and filing of the various annual financial reports, communication from the City’s auditor, and other compliance reports may have a significant effect on the environment, the action is not subject to CEQA.
PREPARED BY: CHRISTINE THOMPSON, CPA, CGFM, CPFO, ACCOUNTING
MANAGER
REVIEWED BY: KIM SITTON, FINANCE DIRECTOR
ATTACHMENTS:
1. Exhibit 1 – City of Corona ACFR - FY2024
2. Exhibit 2 – Trip Reduction Fund Audit Report - FY2024
3. Exhibit 3 - AB1600 Report - FY2024
4. Exhibit 4 - Annual Report on Voter Approved Debt - FY2024
5. Exhibit 5 - Appropriations Limit AUP - FY2024
6. Exhibit 6 - Investment Portfolio AUP - FY2024
7. Exhibit 7 - Report on Internal Controls - FY2024
8. Exhibit 8 - Housing Successor Compliance Report - FY2024
9. Exhibit 9 - Audit Communication Letter - FY2024
CALIFORNIA
YEAR ENDED
JUNE 30, 2024
Annual
Comprehensive
Financial
Report
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Prepared by the City of Corona Finance Department
City of Corona
Annual Comprehensive Financial Report
For the Year Ended June 30, 2024
Table of Contents
i
Page
INTRODUCTORY SECTION (Unaudited)
GFOA Certificate of Achievement for Excellence in Financial Reporting .................................................................... v Letter of Transmittal ..................................................................................................................................................... vii Elected Officials and Executive Management ............................................................................................................. xvi Organization Chart ..................................................................................................................................................... xvii
FINANCIAL SECTION
Independent Auditors’ Report on the Audit of the Financial Statements ............................................................... 1 Management’s Discussion and Analysis (Required Supplementary Information) (Unaudited) ........................... 5 Basic Financial Statements:
Government-Wide Financial Statements:
Statement of Net Position ................................................................................................................................ 26 Statement of Activities .................................................................................................................................... 28 Fund Financial Statements:
Governmental Fund Financial Statements:
Balance Sheet ............................................................................................................................................ 34 Reconciliation of the Governmental Funds Balance Sheet
to the Government-Wide Statement of Net Position .......................................................................... 37 Statement of Revenues, Expenditures, and Changes in Fund Balances .................................................... 38 Reconciliation of the Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances to the
Government-Wide Statement of Activities ........................................................................................ 41 Proprietary Fund Financial Statements:
Statement of Net Position ......................................................................................................................... 44 Statement of Revenues, Expenses, and Changes in Net Position ............................................................. 48 Statement of Cash Flows ........................................................................................................................... 50 Fiduciary Fund Financial Statements:
Statement of Fiduciary Net Position ......................................................................................................... 57 Statement of Changes in Fiduciary Net Position ...................................................................................... 58 Notes to the Basic Financial Statements ............................................................................................................. 63
City of Corona
Annual Comprehensive Financial Report
For the Year Ended June 30, 2024
Table of Contents (Continued)
ii
Page
FINANCIAL SECTION (Continued)
Required Supplementary Information (Unaudited):
Budgetary Comparison Schedule:
General Fund ................................................................................................................................................. 121 Development Special Revenue Funds ........................................................................................................... 122 Other Grants & Endowments Special Revenue Fund .................................................................................... 123 Notes to the Budgetary Comparison Schedule ................................................................................................... 124 Modified Approach for City Streets Infrastructure Capital Assets ................................................................... 126 Schedule of Changes in Net Pension Liability and Related Ratios California Public Employees’ Retirement System Defined Pension Plan – Miscellaneous Plan .................. 128 California Public Employees’ Retirement System Defined Pension Plan – Safety Police Plan ................... 130 Schedule of the City’s Proportionate Share of the Net Pension Liability and Related Ratios California Public Employees’ Retirement System Defined Pension Plan – Safety Fire Plan ....................... 132 Schedule of Contributions – Pensions:
CalPERS Miscellaneous ................................................................................................................................ 134 CalPERS Safety Plan – Police ....................................................................................................................... 136 CalPERS Safety Plan – Fire .......................................................................................................................... 138 Schedule of Changes in Net Other Postemployment Benefits Liability and Related Ratios:
Other Postemployment Benefits (“OPEB”) Plan .......................................................................................... 140 Schedule of Contributions – Other Postemployment Benefits (“OPEB”) Plan ............................................... 142
Supplementary Information:
Schedule of Revenues, Expenditure, and Changes in Fund Balance – Budget and Actual:
Low Mod Income Housing Asset Capital Projects Fund .............................................................................. 147 Other Grants Capital Projects Fund ............................................................................................................... 148 Nonmajor Governmental Funds:
Combining Balance Sheet ............................................................................................................................. 150 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances ..................................... 153 Schedule of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual:
Gas Tax Special Revenue Fund .............................................................................................................. 157 Measure A Special Revenue Fund .......................................................................................................... 158 Trip Reduction Special Revenue Fund ................................................................................................... 159 Asset Forfeiture Special Revenue Fund .................................................................................................. 160 Special Tax District Special Revenue Fund ............................................................................................ 161 Residential Refuse Special Revenue Fund .............................................................................................. 162 Public Facility Project Capital Projects Fund ......................................................................................... 163 HUD Grants Capital Projects Fund ......................................................................................................... 164 Planned Local Drainage Capital Projects Fund ...................................................................................... 165
City of Corona
Annual Comprehensive Financial Report
For the Year Ended June 30, 2024
Table of Contents (Continued)
iii
Page
Supplementary Information (Continued):
Nonmajor Enterprise Funds:
Combining Statement of Net Position ........................................................................................................... 169 Combining Statement of Revenues, Expenses and Changes in Net Position ................................................ 170 Combining Statement of Cash Flows ............................................................................................................ 171 Internal Service Funds:
Combining Statement of Net Position ........................................................................................................... 174 Combining Statement of Revenues, Expenses and Changes in Net Position ................................................ 176 Combining Statement of Cash Flows ............................................................................................................ 178 STATISTICAL SECTION (Unaudited)
Description of Statistical Section Contents ................................................................................................................ 183 Financial Trends:
Net Position by Component ................................................................................................................................. 184 Changes in Net Position ....................................................................................................................................... 186 Fund Balances – Governmental Funds ................................................................................................................ 190 Changes in Fund Balances – Governmental Funds .............................................................................................. 192 Revenue Capacity:
Water Sales by User Type .................................................................................................................................... 194 Assessed Valuation and Actual Value of Taxable Property ................................................................................ 195 Potable Water Rates ............................................................................................................................................. 197 Reclaimed Water Rates ........................................................................................................................................ 198 Direct and Overlapping Property Tax Rates ........................................................................................................ 199 Principal Water Customers .................................................................................................................................. 200 Principal Property Tax Payers .............................................................................................................................. 201 Property Tax Levies and Collections ................................................................................................................... 203 Debt Capacity:
Ratios of Outstanding Debt by Type .................................................................................................................... 204 Ratios of Net General Bonded Debt Outstanding ............................................................................................... 207 Direct and Overlapping Governmental Activities Debt ....................................................................................... 208 Legal Debt Margin Information ........................................................................................................................... 210 Pledged Revenue Coverage.................................................................................................................................. 212 Demographic and Economic Information:
Demographic and Economic Statistics ................................................................................................................. 215 Principal Employers ............................................................................................................................................. 216 Operating Information:
Full-Time Equivalent City Governmental Employees by Function/Program ...................................................... 217 Operating Indicators by Function/Program .......................................................................................................... 218 Capital Asset Statistics by Function/Program ...................................................................................................... 220
iv Page 1722 of 2748
Government Finance Officers Association
Certificate of
Achievement
for Excellence
in Financial
Reporting
Presented to
City of Corona
California
For its Annual Comprehensive
Financial Report
For the Fiscal Year Ended
June 30, 2023
Executive Director/CEO
v
vi
December 4, 2024
To the Honorable Mayor, City Council, and Citizens of the City of Corona, California:
It is with great pleasure that we present to you the City of Corona’s Annual Comprehensive Financial Report (ACFR) for the fiscal year ended June 30, 2024. The ACFR is published to serve two purposes. First, it outlines accountability for public tax dollars and the services that are funded by these resources. Second, it communicates the results of operations and the City’s financial position to its constituents and provides a vital framework for future decisions about programs and services.
In order to ensure the reliability of the information in this financial report, the City contracted an independent audit firm, The Pun Group, LLP, to perform an annual audit. The goal of the audit is to provide reasonable assurance that the City’s financial statements are free from material misstatement. The Pun Group, LLP issued an unmodified opinion for the City’s financial statements for the fiscal year ended June 30, 2024. An “unmodified opinion” is defined as follows: The auditor concludes that the financial statements of a given entity are presented fairly, in all material respects, in accordance with generally accepted accounting principles.
Management is responsible for both the accuracy of the financial report and the completeness and fairness of the presentation. To the best of our knowledge, the information presented is accurate in all material aspects and includes all disclosures necessary to enable the reader to gain a reasonable understanding of the City’s financial activities. To provide a reasonable basis for making these representations, City management has established a comprehensive internal control framework that is designed both to protect the City’s assets from loss, theft or misuse, and to compile sufficient reliable information for the preparation of the ACFR.
Because the cost of internal controls should not outweigh their benefits, the City’s comprehensive framework of internal controls has been designed to provide reasonable, rather than absolute assurance, that the financial statements are free from material misstatement.
The ACFR is prepared using the financial reporting requirements outlined by the Governmental Accounting Standards Board (GASB) statements. Three sections are presented: the Introductory Section, the Financial Section, and the Statistical Section. This transmittal letter is included in the Introductory Section and is designed to complement and should be read in conjunction with the Management’s Discussion and Analysis (MD&A), which is included in the Financial Section. The MD&A provides an overview of the City’s operations and how we performed financially. The auditor’s opinion letter and a complete set of financial statements are presented in the Financial Section. The Statistical Section presents historical information about the City’s finances and operations, as well as demographic and economic data. vii Page 1725 of 2748
City of Corona Letter of Transmittal
The independent audit of the financial statements of the City of Corona is part of a broader, federally mandated audit of state and local governments (“Single Audit”) designed to meet the special needs of federal granting agencies. The standards governing Single Audit require the auditor to report not only on the fair presentation of the financial statements, but also on the City’s internal controls and compliance with legal requirements. These reports are available in the City of Corona’s separately issued Single Audit Report.
The ACFR is a required component of continuing disclosure to the bondholders as covenanted by certain bond issues.
Community Profile
The City of Corona is a vibrant and culturally diverse community located in the heart of Southern California at the critical juncture between Riverside, Orange, Los Angeles, and San Bernardino Counties. It is served by two major freeways, Interstates 91 and 15, and has two major airports within 25 miles. Per data provided by the California State Department of Finance, the City’s population was 160,255 as of 2023 and ranked 35th largest among all cities in California. City limits cover approximately 39.2 square miles.
The City of Corona was established in 1886 and incorporated in 1896 under the general laws of the State of California. The City operates under a Council-Manager form of government. Five Corona citizens make up the Corona City Council and each is elected by district to a four-year term of office. The Mayor is appointed annually by and from the City Council. The election cycle in November 2024 covers District 2 and 3, with Districts 1,4, and 5 to follow in November 2026. The City Manager is appointed by the City Council to manage the City’s operations.
A Full-Service City
The City provides full services to its citizens, including essential services such as: public safety (police and fire), streets, electricity, public library, parks, community center and other public facilities, planning and zoning, public transportation (Dial-A-Ride and Corona Cruiser programs), housing and economic development programs. Water and sewer services are provided through the legally separate Corona Utility Authority, which functions as a department of the City of Corona. The Corona Housing Authority and the Corona Public Financing Authority are component units of the primary City government and are financially accountable to the City. Additional information on all of these legally separated entities can be found in the Notes to the Basic Financial Statements, under the Description of Reporting Entity section.
The City maintains budgetary controls to ensure compliance with legal provisions embodied in the annual appropriation approved by the City Council. Each year, a proposed budget is submitted to the City Council and a public meeting is conducted to receive taxpayer and stakeholder feedback. In recent years, the City has conducted multiple budget workshops to encourage additional public input. The budget is subsequently adopted by the City Council through the passage of resolutions at a normally agendized meeting of the full City Council. The legal level of budgetary control is at the department level. The City Council may amend the budget to add or delete appropriations or move appropriations between funds at any time during the fiscal year.
viii Page 1726 of 2748
City of Corona Letter of Transmittal
Demographic and Economic Information
Demographically, Corona benefits from a young median age, higher education levels, higher median incomes, and higher home values compared with Riverside County and the state. As a thriving inland community, Corona is home to young families comprised of 51,110 households averaging 3.11 persons each, with a median age of 37.8 Annual median household income is $104,871, and since 2023, 29.1% of the population age 25 and up possess a high school diploma or higher according to U.S. Census data.
Median home prices Median home prices in Corona of $731,400, continue to be more affordable than Orange, San Diego, and Los Angeles Counties.
The City of Corona continues to maintain its position as the premier location for businesses looking to relocate and expand. Corona’s geographic position attracts a highly educated and sought-after labor force. Vacancy rates are pending for 2024, but in industrial, commercial, and office properties fluctuated in 2023. Industrial vacancy rates increased to 6.4% due to construction of new industrial buildings, retail vacancy slightly increased to 8.5%, and office vacancy rates steadily increased to 13.5%, which aligns with the county’s overall office vacancy increase.
New industrial development, business expansions, and relocations to Corona have helped to stabilize Corona’s job market. Job growth and employment in Corona increased to 84,800 in the first quarter of 2025 in comparison to 84,300 at the end of fiscal year 2024. Major contributors to local economic growth are the construction, health care, and financial industries, in addition to the fast growing professional, manufacturing and technology sectors in previous years. Job growth will continue to be fueled by commercial and industrial development. The city has an approximately 284,000 square foot industrial warehouse that is in plan check for construction at 180-241 N. Sherman Avenue.
Fiscal Year 2024 continued to see an expanding housing market with increased median home prices and average rents for multi-family communities. New single-family housing developments include Sierra Bella, a new family community consisting of 237 single family homes and Bedford South Corona, which will add approximately 1,500 attached and detached condominium units once complete along with Corona’s newest retail development, Bedford Marketplace. The city recently approved a multi-family affordable housing development consisting of 115 units located at the corner of Buena Vista Avenue and Second Street.
With limited opportunities for large-scale new development, Corona continues looking for opportunities to redevelop and expand currently underutilized properties. In prior years, the City had offered tax abatement programs to attract businesses to further economic development agendas and community improvement goals. Those programs stimulated economic growth, attracted investment, and facilitated job creation.
Through its ongoing commitment to stimulate the local economy and expand its labor force, the City of Corona will continue to be the premier inland Southern California city to live, work, and play.
Financial Condition of the City
Nationwide, the economy has seen consumption growth moderate slightly, increasing from 2.4% to 2.7% over the last year. Even with the most aggressive interest rate hike cycle in the last 40 years, the labor market has continued to show resilience. Home building has seen modest growth, home prices have stabilized in most areas, and industrial production has remained steady. The national unemployment rate was around 3.6% at the end of Fiscal Year 2024 and increased to 3.9% in the first quarter of Fiscal Year ix Page 1727 of 2748
City of Corona Letter of Transmittal
2025. However, improving national economic performance does not directly translate to improved financial conditions for local governments, nor does it necessarily open opportunities to fund additional services. For instance, a rise in home prices does not directly correlate to the City collecting more in property taxes.
Under Proposition 13, property tax is capped at 1.0%, and the property’s taxable value cannot increase more than 2.0% per year. Simultaneously, the increase in fixed costs for operating city government has consistently outpaced revenue growth.
In December 2016, CalPERS announced the reduction of the discount rate from 7.5% to 7.0% phased in over three years, effective Fiscal Year 2019. Subsequently, the CalPERS Board of Administration adopted a new amortization policy, effective with the June 30, 2019 actuarial valuation, shortening the amortization period for actuarial gains and losses from 30 years to 20 years with a level dollar payment structure.
Additionally, the policy removed the 5-year ramp-up and ramp-down on unfunded accrued liability (UAL) bases related to assumption changes and non-investment gains/losses. These changes apply to new UAL bases established on or after June 30, 2019. In July 2021, the discount rate was further reduced from 7% to
6.8%, lowering the system’s funded status to approximately 80%, with an anticipated increase in normal cost rates and the Unfunded Accrued Liability balance.
The significant rise in non-discretionary costs places considerable pressure on the City’s revenuegenerating capacity, compounded by state policies that continue to shift responsibilities to cities without the necessary funding. These policies drive up costs in law enforcement, public safety, and other essential services, making it more challenging to maintain the expected service levels for residents. Revenue growth must match or exceed expense growth to ensure fiscal sustainability and maintain service standards.
Sales tax was previously the second-largest revenue source for the City. However, with the introduction of Measure X, the 1% sales tax measure effective as of July 2021, sales tax has now become the largest General Fund revenue source. Taxable retail sales totaled $5.1 billion in Calendar Year 2023, an increase of approximately 4.1% from the previous year, driven by a recovery in consumer spending as the local economy rebounded from the COVID-19 pandemic. Consumer spending in Fiscal Year 2024 reflects increases in general consumer goods, automobile sales, building construction-related industries, and the Food & Drugs category. Higher automobile sales and a steady housing market signal sustained consumer confidence. The City’s diversified sales tax base, led by building and construction, business and industry, and general consumer goods, remains robust and well-distributed. x
City of Corona Letter of Transmittal
Source: HdL Companies
Note: Beginning FY 2022, includes Measure X, 1% sales tax measure effective July 2021 xi Page 1729 of 2748
City of Corona Letter of Transmittal
Historically, property tax was the largest General Fund revenue source for the City. In Fiscal Year 2022, it moved to the second largest category. Total taxable assessed valuation in Corona for Fiscal Year 2024, was $28.1 billion, representing an increase of 6.7% from the previous year.
Source: HdL Coren & Cone; Riverside County Assessor combined tax rolls xii Page 1730 of 2748
City of Corona Letter of Transmittal
Long-Term Financial Planning
Escalating pension costs are presenting a serious threat to the City’s financial sustainability. The burden of funding current pension obligations, amid continued state takeaways and the state shifting responsibilities, without the necessary funding is taking priority over spending on essential services and adding significant demands for additional locally-controlled revenue.
The City has been consistently demonstrating strong fiscal stewardship by proactively responding to the impact of the broader state-wide pension situation that is often times described as grim. This proactive stewardship includes contributing additional funds toward the City’s unfunded pension liability with CalPERS. In October 2021, the City issued Pension Obligation Bonds (POB) which are estimated to save $166 million over the next 20 years. In addition, the City Council adopted a Pension Management Policy and established an irrevocable Section 115 Trust, also known as the Pension Stabilization Trust. There was an initial contribution of $30 million. In FY 2024, $6.1 million was added to the Trust. Future contributions will be reviewed and discussed on an annual basis.
The City continues to explore and fund new technology to improve overall operational efficiency. In addition to cutting costs, the City adopted new revenue streams by establishing City-wide community facilities districts for services. The City also established the guidelines and process for approving Cannabis businesses to operate within the City limits. The first businesses became operational in Fiscal Year 2023.
In November 2020, a majority of voters in Corona approved a 1% sales tax measure, Measure X, effective July 1, 2021. This additional revenue stream was originally estimated to generate $30 million in recurring funds. Measure X revenues for FY 2024 were $42.7 million, greatly surpassing the initial estimates. The City maintains a healthy General Fund reserve level, following best practices established by the Government Finance Officers Association (GFOA).
This commitment to fiscal stewardship did not go unnoticed by the rating agencies. In September 2021, the recent credit review performed by Standard and Poor’s Financial Services (S&P), the City’s appropriation debt rating was raised from “AA-” to “AA”, and the City’s POB was rated at “AA+”, among the positive factors the City was acknowledged for were “very strong budgetary flexibility,” “very strong liquidity,” and “adequate budgetary performance.” S&P viewed the City’s management as “strong, with good financial policies and practices” under its Financial Management Assessment methodology. In August 2022, S&P raised the credit rating for the City’s Wastewater Revenue Bond from “AA” to “AA+”. In May 2023, the most recent credit review performed by S&P, Water Revenue Bond was affirmed at “AA” credit rating. In the current climate of instability at local and regional levels of government, we are exceptionally pleased about this recognition and proud to have attained this strong rating.
Financial Policies and Practices
The City has adopted various critical financial policies and practices with the goal of building a fiscally resilient government over the long term, and improving financial sustainability, all while increasing transparency and encouraging public engagement every step of the way.
Fund Balance Policy for the General Fund
The City established its reserves policy for the General Fund in June 2010. In June 2016, the City updated its Fund Balance Policy for the General Fund to increase the emergency contingency reserve balance to three months of regular General Fund operating expenses. The purpose of the revised policy is to protect xiii Page 1731 of 2748
City of Corona Letter of Transmittal
our community against service disruption in the event of unexpected temporary revenue shortfalls or unpredicted one-time expenditures, as well as the enhanced creditworthiness of the City. As of June 30, 2024, the Emergency Contingency Reserve balance was $50.3 million.
Zero-Based Budgeting
The City launched zero-based budgeting in Fiscal Year 2017, following 23 years of the General Fund Expenditure Control Budget (ECB) model. Zero-based budgeting is an effective process that organizations use to review every dollar in the annual budget, continuously manage financial performance, measure return on investment, and build a culture of cost management among all departments. It is based on developing visibility into actual cost drivers and using that data visualization to set budget targets that use predictive analytics to generate successful outcomes to the bottom line. The annual budgeting process starts from zero and is very detailed, structured, and interactive to facilitate meaningful financial discussion among all departments and establish priorities with all stakeholders within the community as presented by the City Council. Our goal is to achieve significant and sustainable savings, while delivering productivity and service level improvements through actionable data generation at all levels within the budget.
Implementation of this budget practice has helped leadership evaluate and balance the competing demands for enhanced services/facilities versus the increased costs of operating, building and maintaining those additional services and/or facilities.
This practice has allowed us to effectively analyze and identify budget variances during the budget process in a way that helps us more effectively program and leverage actual budget dollars. To drill down to an even more precise zero-based budget, we have continued to include an employee position vacancy factor to account for savings caused by the actual time necessary for current hiring processes and onboarding. The factor is based on a five-year look-back period for departments and classifications (safety and non-safety personnel). We will continue to identify, monitor, and adjust variance factors in future budgets.
Debt Policy and Procedures
Following the best practice guidelines for debt management published by the GFOA, the City develops and maintains a formal Debt Policy and Procedures to ensure that debt is issued and managed prudently. The purpose of this policy is to standardize the parameters for debt issuance and management, improve the quality of decisions, provide guidance for the structure of debt issuance to ensure the most prudent, equitable, and cost-effective method of financing is chosen, and demonstrate a commitment to long-term capital and financial planning. The current policy was approved by the City Council in June 2023 and is reviewed on an annual basis.
Investment Policy
The City’s Investment Policy outlines the guidelines and practices to be used in effectively managing the City’s available cash and investment portfolio. All available funds are to be invested in compliance with the California Government Code and other governing provisions of law. The policy lists in detail the authorized investments, as well as the percentage of portfolio limitations and the required rating for each investment type. The Investment Policy is reviewed, updated and adopted annually. xiv Page 1732 of 2748
City of Corona Letter of Transmittal
Awards and Acknowledgements
The Government Finance Officers Association (GFOA) awarded the Certificate of Achievement for Excellence in Financial Reporting to the City of Corona for its Annual Comprehensive Financial Report (ACFR) for the fiscal year ended June 30, 2023. This was the 34th consecutive year that the City has received this prestigious award. The Certificate of Achievement is the highest form of recognition in the area of governmental accounting and financial reporting, and its attainment represents a significant accomplishment by a government and its management.
A Certificate of Achievement is valid for a period of one year only. We believe that our current ACFR continues to meet the award program requirements and we are submitting it to the GFOA to determine its eligibility for another certificate.
The preparation of the ACFR on a timely basis was made possible by the efficient and dedicated service of the staff in Finance. Staff members have our sincere appreciation for their contributions to this report. We also acknowledge the assistance of The Pun Group, LLP, in completing the ACFR.
We thank the Mayor, City Council, and the City’s executive management team for their strong leadership and support of the financial operations of the City and for maintaining the highest standards of professionalism in managing the City’s finances for the best interest of the citizens of Corona.
Respectfully submitted,
_____________________________ ________________________________________ Jacob Ellis Kim Sitton
City Manager Finance Director
xv
xvi
Elected Officials
Executive Management
CITY OF CORONA
Elected Officials and Executive Management
TOM RICHINS .................................................................................................. Mayor JIM STEINER ............................................................................................ Vice Mayor JACQUE CASILLAS .......................................................................... Councilmember WES SPEAKE .................................................................................... Councilmember TONY DADDARIO ............................................................................. Councilmember CHAD WILLARDSON .......................................................................... City Treasurer JACOB ELLIS ....................................................................................... City Manager BRETT CHANNING.................................................................. Assistant City Manager JUSTIN TUCKER….................................................................. Assistant City Manager JOANNE COLETTA. ............................................Planning and Development Director DEAN DERLETH.................................City Attorney & Legal/Risk Management Director DONNA FINCH..................................................................Community Services Director JOEL BELDING ……….................................................Economic Development Director SHAUGHN HULL ...........................................................Chief Communications Officer SAVAT KHAMPHOU ..................................................... ............Public Works Director CHRIS MCMASTERS ..........................................................Chief Information Officer TOM MOODY.....................................................................................Director of Utilities ROBERT NEWMAN ............................................................................. Chief of Police LORI SASSOON .......................................................................... Chief Talent Officer KIM SITTON ........................................................................................Finance Director BRIAN YOUNG ........................................................................................... Fire Chief
Citizens of Corona
City Treasurer
Chad Willardson, City Treasurer
City Council
Tom Richins, Mayor
Jim Steiner, Vice Mayor
Jacque Casillas, Council Member
Tony Daddario, Council Member
Wes Speake, Council Member
Dean Derleth
City Attorney/LRM
Jacob Ellis
City Manager’s Office
Robert Newman
Police Department
Brian Young
Fire Department
Joanne Coletta
Planning & Development
Donna Finch
Community Services
Kim Sitton
Finance
Savat Khamphou
Public Works
Joel Belding
Economic Development
Tom Moody
Utilities
Chris McMasters
Information Technology
Lori Sassoon
Human Resources
Justin Tucker
Assistant City Manager
Brett Channing
Assistant City Manager
Sylvia Edwards
City Clerk
Shaughn Hall
Communications
xvii
200 E. Sandpointe Avenue, Suite 600
Santa Ana, California 92707
INDEPENDENT AUDITORS’ REPORT
To the Honorable Mayor, City Council, and Citizens
of the City of Corona
Corona, California
Report on the Audit of the Financial Statements
Opinions
We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Corona, California (the “City”), as of and for the year ended June 30, 2024, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents.
In our opinion, the accompanying financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City, as of June 30, 2024, and the respective changes in financial position and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America.
Basis for Opinions
We conducted our audit in accordance with auditing standards generally accepted in the United States of America (“GAAS”), and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States (“Government Auditing Standards”). Our responsibilities under those standards are further described in the Auditors' Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions.
Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter.
To the Honorable Mayor, City Council, and Citizens
of the City of Corona
Corona, California
2 Auditors’ Responsibility for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditors’ report that includes our opinions.
Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements.
In performing an audit in accordance with GAAS and Government Auditing Standards, we:
exercise professional judgment and maintain professional skepticism throughout the audit. identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, no such opinion is expressed. evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for a reasonable period of time.
We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit.
Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the Management’s Discussion and Analysis, the Budgetary Comparison Schedules, the Modified Approach for City Streets Infrastructure Capital Assets, the Schedule of Changes in Net Pension Liability and Related Ratios, the Schedule of City’s Proportionate Share of the Net Pension Liability and Related Ratios, the Schedules of Contributions – Pensions, the Schedules of Changes in Net Other Postemployment Benefits Liability and Related Ratios, and the Schedules of Contributions – Other Postemployment Benefits be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the Required Supplementary Information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.
To the Honorable Mayor, City Council, and Citizens
of the City of Corona
Corona, California
3 Supplementary Information
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The accompanying Combining and Individual Fund Financial Statements are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with GAAS. In our opinion, the Combining and Individual Fund Financial Statements are fairly stated, in all material respects, in relation to the basic financial statements as a whole.
Other Information
Management is responsible for the other information included in the annual report. The other information comprises the Introductory and Statistical Sections but does not include the basic financial statements and our auditors' report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon.
In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report.
Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report November 25, 2024, on our consideration of the City’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control over financial reporting and compliance.
Santa Ana, California
November 25, 2024
o
4 Page 1740 of 2748
5 MANAGEMENT’S DISCUSSION AND ANALYSIS (UNAUDITED)
Fiscal Year Ended June 30, 2024
The City of Corona’s Finance team has prepared this narrative overview and analysis of the financial activities of the City for the fiscal year ended June 30, 2024, to assist users of this report to gain a better understanding of the City’s financial health and history. The information presented here should be considered in conjunction with additional information furnished in the letter of transmittal and the accompanying basic financial statements.
FINANCIAL HIGHLIGHTS
The City of Corona’s financial statements prepared for the fiscal year ended June 30, 2024 comply with all applicable statements issued by the Governmental Accounting Standards Board (GASB). GASB Statement No. 100, “Accounting Changes and Error Corrections – an amendment of GASB Statement No. 62.” was implemented in Fiscal Year 2024. GASB Statement 100 provides guidance for changes in the financial reporting entity, accounting principles, and estimates used to prepare financial information. The new standard also prescribes the treatment for the correction of errors in previously issued financial statements.
This standard aims for greater uniformity in practice for the presentation of accounting changes and error corrections in governmental financial statements, and establishes disclosure requirements for the notes to the financial statements. Implementing the new standard improves the clarity and consistency of the City’s financial statements and related annual reports.
Government-Wide
The City’s total assets and deferred outflows of resources exceeded its liabilities and deferred inflows of resources at June 30, 2024 by $1,444.0 million (net position). The overall City’s net position increased by $80.60 million from the previous fiscal year, primarily due to revenues exceeding expenses. Total assets increased by $78.80 million, total liabilities increased by $2.5 million, combined with a decrease in deferred outflows in the amount of $13.4 million, and a decrease in deferred inflows in the amount of $17.7 million, primarily due to Pension and Other Post Employment Benefits related items, net position of the City saw an increase of 5.9% from the prior year.
Total expenses for governmental activities were $248.4 million for Fiscal Year 2024. The sources for these expenses came from program revenues of $107.6 million, taxes in the amount of $176.2 million, and other general revenue of $30.7 million. For the current year, revenues from governmental activities exceeded expenses by $66.0 million, net position for governmental activities increased to $1,100.7 million.
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
6 For business-type activities, total revenues exceeded expenses by $14.6 million. Among the total program revenue of $131.2 million, $119.1 million was from charges for services, $9.3 million from operating contributions and grants, and the remaining $2.8 million represents capital contributions and grants. Net position for business-type activities increased to $343.3 million.
Fund Based
The City’s governmental funds reported a combined ending fund balance of $519.3 million, an increase of $39.3 million from the previous year. The net increase was primarily due to the current year’s revenue exceeding expenditure. Among the total fund balance, $350.3 million, or 67.5% is either nonspendable or restricted for specific purposes. In addition, $58.4 million was committed by the City Council, including $50.3 million as an emergency contingency, and $8.1 million as designated revenues. There was $89.4 million assigned to specific City programs and projects. Please refer to Note 15 for additional information on the classification of fund balances for governmental funds.
OVERVIEW OF THE FINANCIAL STATEMENTS
Government-Wide Financial Statements
The government-wide financial statements are designed to give users a broad overview of the City’s finances, similar to a private-sector business. They present the financial picture of the City from the economic resources measurement focus using the accrual basis of accounting.
There are two statements in the government-wide financial statements, the statement of net position, and the statement of activities. The statement of net position presents information on all of the City’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources. The net difference between the total of assets and deferred outflows and the total of liabilities and deferred inflows is reported as net position. Increases or decreases in net position over time may serve as a useful indicator of whether the City’s financial position is improving or deteriorating. Other factors to consider are changes in the City’s property tax base and the condition of the City’s infrastructure assets. The statement of activities shows how the City’s net position changed during the fiscal year.
Both government-wide financial statements distinguish between functions that are primarily supported by taxes and intergovernmental revenues, and functions that are intended to recover all or a significant portion of their costs through user fees and charges. The first function is identified in the statements as governmental activities, while the latter is reported as business-type activities.
Most of the City’s basic services are reported in the governmental activities category, including the General Government, Fire, Police, Public Works and Maintenance Services, Community Services, Planning and Development, and Economic Development. Property and sales taxes, franchise fees, transient occupancy tax, business tax, investment income, and state and federal grants finance these activities. The City operates its Water and Sewer utilities through its component unit, the Corona Utility Authority. These activities are reported in the business-type activities category along with Electric, Transit and Airport services.
The government-wide financial statements can be found on the pages immediately following this discussion in the Basic Financial Statements section.
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
7 Fund Financial Statements
A fund is a set of related accounts that is used to control resources that have been segregated to carry on specific activities or to attain certain objectives in accordance with special regulations, restrictions, or limitations. The City, like the state and other local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All City funds are divided into one of three categories: governmental funds, proprietary funds, or fiduciary funds.
The governmental fund financial statements are prepared using the current financial resources measurement focus and modified accrual basis of accounting. The proprietary and fiduciary activities are prepared using the economic resources measurement focus and the accrual basis of accounting.
The fund financial statements provide detailed information about the most significant funds – not the City as a whole. Some funds are required to be established by State law and by bond covenants. However, management establishes many other funds to help manage and report money for particular purposes or to show that it is meeting legal responsibilities for using certain taxes, grants, and other money.
Governmental funds
Most of the City’s basic services are reported in governmental funds, which focus on how money flows into and out of those funds and the balances left at year-end that are available for spending. These funds are reported using an accounting method called modified accrual accounting, which measures cash and all other financial assets that can readily be converted to cash. The governmental fund statements provide a detailed short-term view of the City’s general government operations and the basic services it provides.
Governmental fund information helps determine whether there are more or fewer financial resources that can be spent in the near future to finance the City’s programs. The differences in results in the governmental fund financial statements to those in the government-wide financial statements are explained in a reconciliation schedule following each governmental fund financial statement. The governmental fund financial statements can be found in the Basic Financial Statements section of this report.
Proprietary funds
When the City charges customers for the services it provides – whether to outside customers or to other units of the City – these services are generally reported in proprietary funds. Proprietary funds are reported in the same way that all activities are reported in the statement of net position and the statement of revenues, expenses and changes in fund net position. The City’s enterprise funds are the same as the business-type activities reported in the government-wide statements but provide more detail and additional information, such as cash flows. The City uses internal service funds (the other component of proprietary funds) to report activities that provide supplies and services for the City’s other programs and activities – such as the City’s self-insurance, information technology, and fleet operations funds. The internal service funds are reported with governmental activities in the government-wide financial statements. The proprietary fund financial statements can be found in the Basic Financial Statements section of this report.
Fiduciary funds
The City is the trustee, or fiduciary, for certain funds held to account for activities reported in this category which includes the Successor Agency, the special taxes, and assessments districts. The City’s fiduciary activities are reported in separate statements of fiduciary net position, and statement of changes in fiduciary net position (trust fund and custodial funds).
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
8 Notes to Basic Financial Statements
Notes to basic financial statements provide additional information that is essential to fully understand the data provided in the government-wide and fund financial statements. They are presented immediately following the Basic Financial Statements section of this report.
Other Information
In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information on the City’s budget process and the General Fund and major special revenue fund budgetary comparison schedules, the modified approach for the City’s Street infrastructure assets, the City’s progress in funding its obligation to provide pension benefits to its employees, and the City’s obligation for post-employment benefits.
Combining and individual statements for non-major governmental and proprietary funds, internal service funds, and custodial funds are presented in the Supplementary Information section of this report.
GOVERNMENT- WIDE FINANCIAL ANALYSIS
The government-wide financial analysis focuses on the City’s net position and changes in the net position of the governmental and business-type activities during the fiscal year.
As noted earlier, the City’s net position increased by $80.6 million from the previous year. The increase in financial position was primarily due to positive operating results where revenues exceeded expenses.
Among the total net position, $1,232.9 million was invested in capital assets, net of related debt. These capital assets are essential for City operations, which include land, buildings, machinery and equipment, water and sewer rights, and infrastructure. Net position invested in capital assets is not available for spending. Although the City’s investment in capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be liquidated to pay for the liabilities.
Among the remaining amount of government-wide net position, $39.0 million is unrestricted, and $172.2 million is restricted for capital projects, debt payments, and/or special programs such as transportation and special assessment district improvements.
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
9 The graph below illustrates the various components of the City’s net position at fiscal year ended June 30, 2024.
Net Investment in
Capital Assets
87.7%
Restricted for
Capital Project
3.0%
Restricted for
Pension
3.3%
Restricted for Debt
Service
0.1%
Restricted for
Community
Development
Projects
0.4%
Restricted for
Transportation and
Public Works
2.0%
Restricted for
Special Assessment
District
1.9%
Restricted for
Development
Projects
1.4%
Restricted for
Other Purposes or
Unassigned
0.2%
City of Corona Net Position
June 30, 2024
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
10 The schedule below is a condensed version of the City’s statement of net position for fiscal year ended June 30, 2024 with comparative data from the previous fiscal year:
City of Corona's Net Position
(in millions)
Governmental activities Business-type activities Total
2024 2023 2024 2023 2024 2023
Current and other assets $ 500.7 464.8 185.2 189.0 685.9 653.8 Internal balances 169.5 168.9 (169.5) (168.9) - -
Capital assets 873.1 837.2 434.5 423.7 1,307.6 1,260.9
Total assets 1,543.3 1,470.9 450.2 443.8 1,993.5 1,914.7 Deferred charges on refunding 0.4 0.4 - - 0.4 0.4
Deferred pension related items 90.7 103.7 8.1 9.0 98.8 112.7 Deferred OPEB related items 25.0 24.5 3.4 3.4 28.4 27.9 Total deferred outflows 116.1 128.6 11.5 12.4 127.6 141.0 Long-term debt 220.8 239.9 68.9 78.6 289.7 318.5
Net pension liability 70.5 46.7 7.7 4.7 78.2 51.4
Net OPEB liability 82.5 82.5 11.3 11.3 93.8 93.8
Other liabilities 129.9 124.5 24.7 25.7 154.6 150.2
Total liabilities 503.7 493.6 112.6 120.3 616.3 613.9
Deferred pension related items 34.5 46.8 0.1 0.3 34.6 47.1 Deferred OPEB related items 9.4 12.8 1.3 1.8 10.7 14.6
Deferred charges on refunding bonds - - 0.7 0.8 0.7 0.8 Lease 10.9 11.7 3.6 4.0 14.5 15.7
Total deferred inflows 54.8 71.3 5.7 6.9 60.5 78.2
Net investment in capital assets 845.3 805.9 387.6 371.6 1,232.9 1,177.5 Restricted 170.2 155.9 1.9 1.4 172.1 157.3
Unrestricted 85.2 72.8 (46.2) (44.2) 39.0 28.6
Total net position $ 1,034.6 1,100.7 $ 343.3 $ 328.8$ $ 1,444.0 $ 1,363.4
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
11 Below are condensed financial data with comparative amounts of revenues and expenses for the current and the prior year.
Governmental Business-Type
Activities Activities Total
2024 2023 2024 2023 2024 2023
Revenues:
Program Revenues:
Charges for Services $ 35.9 $ 35.4 $ 119.1 $ 134.2 $ 155.0 $ 169.6 Operating Contributions and Grants 45.6 35.0 9.3 3.0 54.9 38.0 Capital Contributions and Grants 26.1 22.8 2.8 4.2 28.9 27.0 General Revenues:
Taxes:
Property Taxes 63.3 61.1 - - 63.3 61.1
Sales and Use Taxes 97.7 101.1 - - 97.7 101.1
Other Taxes 15.2 13.4 - - 15.2 13.4
Gain on sale of capital assets - - - - - -
Investment Earnings 21.7 10.6 7.5 3.4 29.2 14.0
Other Income 9.0 8.3 - - 9.0 8.3
314.5 287.7 138.7 144.8 453.2 432.5
Expenses:
General Government 55.8 42.0 - - 55.8 42.0
Public Safety - Fire 36.7 59.3 - - 36.7 59.3
Public Safety - Police 70.2 60.0 - - 70.2 60.0
Public Works & Maintenance Services 45.3 33.9 - - 45.3 33.9 Community Services 21.7 18.7 - - 21.7 18.7
Planning and Development 11.1 9.9 - - 11.1 9.9
Economic Development 1.4 1.3 - - 1.4 1.3
Interest and Fiscal Charges 6.2 4.8 - - 6.2 4.8
Water - 68.3 - 60.7 68.3 60.7
Sewer - 36.5 - 33.6 36.5 33.6
Electric - 15.7 - 18.3 15.7 18.3
Transit Services - 3.4 - 3.4 3.4 3.4
Airport - 0.2 - 0.2 0.2 0.2
Total Expenses 248.4 230.0 124.1 116.2 372.5 346.1
Excess (Deficiency) of Revenues
Over (Under) Expenditures 66.1 57.7 14.5 28.7 80.7 86.4 Transfers - - - - - -
Special Items - - - - - -
Change in Net Position 66.1 57.7 14.5 28.7 80.7 86.4
Net Position - Beginning of Year 1,034.6 976.9 328.8 300.1 1,363.4 1,277.0 Restatement - 3.2 - - - -
Net Position - End of Year $ 1,100.7 $ 1,034.6 $ 343.3 $ 328.8 $ 1,444.0 $ 1,363.4 Total Revenues
City of Corona's Changes in Net Position
(in millions)
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
12 Governmental Activities
Total resources available during the year for governmental operations were $1,349.1 million. This amount consists of a beginning net position of $1,034.6 million, program revenues of $107.6 million, and general revenues of $206.9 million. Total uses in governmental activities during the year is $248.4 million. The net position for governmental activities increased by $66.1 million to $1,100.7 million as of June 30, 2024.
The chart below presents governmental activity revenues and expenses for the past five years:
$-
$50
$100
$150
$200
$250
$300
$350
2020 2021 2022 2023 2024
Amount (in millions)
Fiscal Year
Revenues and Expenses - Five-Year Trend
Governmental Activities
Revenues Expenses
The following graph shows the expenses of each governmental function compared to the program revenues generated specifically from its operations.
$0
$10
$20
$30
$40
$50
$60
$70
$80
Amount (in millions)
Program Revenues and Expendses - Governmental Activities Year Ended June 30, 2024
Expenses Program Revenues
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
13 General government support services (administration, legal, human resources, and financial) are primarily funded by charges to the direct operating functions they support through a cost allocation program. The public safety function (police and fire) generates program revenues as well, but property taxes, sales tax, and other general revenues fund a majority of the cost. The public works and maintenance services program is responsible for the maintenance and construction of the transportation system, with funding provided by the gas tax, Measure A, various federal, state, and local grants, special assessments, as well as other general revenues. The funding source for community services is primarily general revenues and some program fees.
Planning and Development and Economic Development functions are funded by development-related revenues as well as general revenues such as taxes, fees, and investment income.
The cost of all governmental activities for the fiscal year ended June 30, 2024 was $248.5 million. As shown in the statement of activities, the amount the taxpayers ultimately funded for these activities was $176.2 million, $30.7 million was funded by investment earnings and other income, and the remaining was paid by various program revenues, including $35.9 million by those who directly benefited from the programs, $45.6 million from other governments and organizations that subsidized certain programs with operating grants and contributions, and $26.1 million from capital contributions and grants.
The following two charts illustrate the total revenue and expense for the governmental activities, excluding transfers and extraordinary items for the fiscal years ended June 30, 2024 and June 30, 2023, respectively. $-
$20.0
$40.0
$60.0
$80.0
$100.0
$120.0
$140.0
$160.0
$180.0
$200.0
Taxes Charges for
Services
Operating
Contributions &
Grants
Capital
Contributions &
Grants
Investment
Earnings
Other
Amount (in millions)
Revenue Sources - Two-Year Comparison
Governmental Activities
2024 2023
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
14 $-
$20.0
$40.0
$60.0
$80.0
$100.0
$120.0
$140.0
General Government Public Safety Public Works and
Maintenance
Services
Community Services Planning and
Development
Economic
Development
Interest on LongTerm Debt
Amount (in millions)
Expenses - Two-Year Comparison
Governmental Activities
2024 2023
Highlights of the major revenue sources and expenses are listed below:
Program revenues represent 34.2% of total revenues generated by governmental activities. Total program revenues for governmental activities in the current year were $107.6 million, an increase of $14.4 million from the previous year, primarily due to an increase of $10.6 million in operating contributions and grants, and an increase of $3.3 million in capital contributions and grants compared to the prior year.
Total tax revenues were $176.2 million for the current year, showing an increase of $0.6 million from the previous year. Compared to the prior year, property tax revenues increased by $2.2 million, sales and use tax revenues decreased by $3.4 million, and other taxes increased by $1.8 million. Taxes comprised 56.0% of the total revenues from governmental activities, Sales and use tax revenue represents 55.4% of total taxes, whereas property tax revenue ranked second sharing 35.9% of total tax revenue. The remaining 8.6% were comprised of franchise fee, business license tax, transient occupancy tax, and dwelling development fee.
Overall governmental expenses increased by $18.5 million from the prior year, primarily due to a GASB 68 pension expense entry of $24.5 million, and an increase of $13.9 million spending in capital projects.
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
15 Business-Type Activities
The City’s net position in the business-type activities increased by $14.5 million. The primary contributor to the increase was excess revenues over expenses. The overall net position reported in the business-type activities was $343.3 million as of June 30, 2024.
The chart below presents revenues and expenses in the business-type activities for the past five years. $10
$30
$50
$70
$90
$110
$130
$150
2020 2021 2022 2023 2024
Amount (in millions)
Fiscal Year
Revenues and Expenses - Five-Year Trend
Business-Type Activities
Revenues Expenses
The following graph shows the expenses of each business-type function compared to the program revenues generated specifically from its operations.
$0
$10
$20
$30
$40
$50
$60
$70
$80
Millions
Program Revenues and Expenses - Business-Type Activities Year Ended June 30, 2024
Expenses Program Revenues
City of Corona
Management’s Discussion and Analysis (Unaudited) (Continued) For the Year Ended June 30, 2024
16 Total expenses of all business-type activities for the fiscal year ended June 30, 2024, was $124.1 million, representing an increase of $7.9 million from the previous year. The total program revenue reported for the year was $131.2 million. As shown in the statement of activities, the amount paid by users of the systems was $119.1 million, reported as charges for services. Revenues from operating grants and contributions were $9.3 million, and capital grants and contributions were $2.8 million.
Total resources available during the year for business-type activities were $467.5 million. This amount consists of the beginning net position of $328.8 million, combined with total program revenues of $131.2 million, and investment earnings of $7.5 million. After funding total expenses of $124.1 million, the net position for business-type activities increased by $14.5 million to $343.3 million at June 30, 2024.
Compared to the prior year, the total expenses increased by $7.9 million, primarily due to the increase in costs of water purchase. Revenues decreased by $6.1 million due to the one-time settlement revenue of $19.1 million received in the prior year .
FUND FINANCIAL ANALYSIS
General Fund
The General Fund is the primary operating fund of the City. Fund balance increased by $34.0 million for the fiscal year ended June 30, 2024, with an ending balance of $399.2 million, primarily due to excess revenues over expenditures.
Below is a three-year trend analysis of the fund balance for the General Fund. For additional information, please refer to Note 15 in the accompanying financial statements.
FY 2024 FY 2023 FY 2022
Fund Balances:
Nonspendable $ 181.1 $ 181.3 $ 187.6
Restricted 46.5 35.4 30.1
Committed 58.4 52.9 48.1
Assigned 88.3 77.0 55.2
Unassigned 24.9 18.6 0.2
Total Fund Balance $ 399.2 $ 365.2 $ 321.2
Fund Balance - Beginning $ 365.2 $ 321.2 $ 122.8
Excess Revenues over Expenditures 33.4 43.4 24.8
Transfers 0.6 0.6 1.0
Restatement - - 172.6
Fund Balance - Ending $ 399.2 $ 365.2 $ 321.2
City of Corona's General Fund Fund Balance
Three-Year Trend Information
(in millions)