Eastvale City Council
January 8, 2025

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File No.: 2.EV.22-24, 2.EV.23-24

SUPPLEMENTAL AGREEMENT FOR THE USE OF
2024-2025 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS

This Supplemental Agreement (“Agreement”) is entered into by and between the COUNTY OF RIVERSIDE, a political subdivision of the State of California, herein called, "COUNTY," and the CITY OF EASTVALE, a political subdivision of the State of California, herein called "CITY." COUNTY and CITY are collectively referred to as “Parties” and individually as “Party.” The COUNTY and CITY mutually agree as follows:

1. GENERAL. COUNTY and CITY have executed a Cooperation Agreement, dated July 24, 2023 (“Cooperation Agreement”), whereby CITY elected to participate with COUNTY, which has qualified as an "Urban County" for purposes of receiving Community Development Block Grant (CDBG) funds (“CDBG”), and to assist and undertake essential community development and housing assistance activities pursuant to the Housing and Community Development Act of 1974, Title 1, as amended, Public Law 93-383 hereinafter referred to as "Act." Said Cooperation Agreement, dated July 24, 2023, is incorporated herein by reference, and made a part of this Agreement as if each and every provision was set forth herein.

2. PURPOSE. CITY has been allocated $158,629 in CDBG Entitlement funds for the 2024- 2025 CDBG program year. CITY promises and agrees to undertake and assist with the community development activities, within its jurisdiction, by utilizing the sum of $158,629 CDBG Entitlement Funds, as specifically identified in Exhibit(s) A, and B, attached hereto, and are incorporated herein by this reference, for the following project(s) (collectively, the “Projects”):

A) 2.EV.22-24 YMCA Senior Health and Wellness Program, $15,000.

B) 2.EV.23-24 City of Eastvale Home Enhancement Program, $143,629.

3. TERM OF AGREEMENT . The term of this Agreement for the implementation of the Project(s) shall be for a period of one (1) year from July 1, 2024, to termination on June 30, 2025.

4. COMPLETION SCHEDULE. CITY shall proceed consistent with the completion schedule set forth in Exhibit(s) A, and B, attached hereto and incorporated herein. 225

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5. EXTENSION OF TIME. In the event the Project(s) are not substantially completed by the time set forth in the applicable completion schedule(s) due to a force majeure event (See Section 40 below), the COUNTY may consider extending the schedule for the completion of the project(s). Times of performance for other activities may also be extended in writing by COUNTY. If substantial progress toward completion in conformance with the completion s chedule, as determined by COUNTY in its discretion, of the project(s) not made during the term of this Supplemental Agreement, COUNTY may suspend or terminate this Supplemental Agreement pursuant to the termination procedures set forth in the section titled "Termination," and the entitlement funds associated with the Project(s) may be reprogrammed by the COUNTY after appropriate notice is provided to the City.

6. LETTER TO PROCEED . CITY shall not initiate nor incur expenses for the CDBG - funded Projects or activities covered under the terms of this Supplemental Agreement as set forth in Exhibit(s) A, and B, attached hereto, prior to receiving written authorization from COUNTY to proceed.

7. NOTICES. Each notice, request, demand, consent, approval or other communication (hereinafter in this Section referred to collectively as “notices” and referred to singly as a “notice”) which the CITY or COUNTY is required or permitted to give to the other party p ursuant to this Agreement shall be in writing and shall be deemed to have been duly and sufficiently given if: (a) personally delivered with proof of delivery thereof (any notice so delivered shall be deemed to have been received at the time so d elivered); or (b) sent by Federal Express (or other similar national overnight courier) designating early morning delivery (any notice so delivered shall be deemed to have been received on the next Business Day following receipt by the courier); or (c) sent by United States registered or certified mail, return receipt requested, postage prepaid, at a post office regularly maintained by the United States Postal Service (any notice so sent shall be deemed to have been received two days after mailing in the United States), addressed to the respective parties as follows:

COUNTY CITY
Heidi Marshall, Director Mark Orme, City Manager
Riverside County HWS City of Eastvale
P.O. Box 1528 12363 Limonite Avenue, Suite 910
Riverside, CA 92502 Eastvale, CA 91752
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8. DISBURSEMENT OF FUNDS.

A. COUNTY's Board of Supervisors shall determine the final disposition and distribution of all funds received by COUNTY under the Act consistent with Sections 2 and 3 of this Supplemental Agreement. COUNTY, through its Department of Housing, and Workforce Solutions, shall make payment of the CDBG funds to CITY as set forth in the attached Exhibit(s) A, and B. It is the CITY’s responsibility to monitor all project activities set forth in the attached Exhibit(s) A and B, and to ensure compliance with applicable federal regulations and the terms of this Supplemental Agreement.

B. CITY shall comply with timely drawdown of CDBG Entitlement funding by expeditiously implementing and completing the COUNTY -approved, CDBG -funded Projects. CITY acknowledges that CITY’s drawdown performance directly impacts the COUNTY’s overall program drawdown rate. If the CITY’s unobligated CDBG fund balance, as of January 31, 202 5, exceeds one hundred and seventy -five percent (175%) of the CITY’s 202 4-2025 CDBG allocation, the COUNTY may, in its sole discretion, take the necessary administrative actions t o reduce the CITY’s CDBG fund balance. Necessary actions include, but are not limited to, reprogramming the excess CDBG fund balance to other eligible activities as selected by COUNTY. COUNTY may, in its sole and absolute discretion, authorize CITY in writ ing, prior to January 31, 202 5, to exceed the CDBG fund balance requirement.

C. CITY shall comply with timely drawdown of CDBG funds by submitting monthly requests for reimbursement or other COUNTY approved reimbursement schedules. All disbursements of CDBG funds will be on a reimbursement basis and made within thirty (30) days af ter the COUNTY has received the CITY’s reimbursement request including documentation supporting expenditures.

D. All authorized obligations incurred in the performance of the Supplemental Agreement for projects eligible under the following CDBG regulations must be reported in writing to COUNTY no later than June 1, 2025:

1. Acquisition [24 Code of Federal Regulations (CFR) 570.201 (a)]

2. Clearance Activities [24 CFR 570.201 (d)]

3. Interim Assistance [24 CFR 570.201 (f)]

4. Code Enforcement [24 CFR 570.202 (c)]
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All public service activities [24 CFR 570.201 (e)] and other eligible activities under this Supplemental Agreement must be implemented, completed, and obligations reported in writing to the COUNTY by the CITY no later than the completion schedules set forth in the attached Exhibits to this Supplemental Agreement. ”CFR” as used herein refers to the Code of Federal Regulations.

9. RECORDS AND INSPECTIONS.

A. CITY shall establish and maintain financial, programmatic, statistical, and other supporting records of its operations and financial activities in accordance with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200), and 24 CFR Section 570.502 (a), as they relate to the acceptance and use of federal funds under this Agreement. Said records shall be retained for a period of four (4) years from the date that the activity or program funded with the CDBG Grant is closed out by the COUNTY and reported as complete in the Comprehensive Annual Performance and Evaluation Report (CAPER). Exceptions to the four (4) year retention period requirement, pursuant to 2 CFR 200.333 include, but not limited to, the following:
i. if any litigation, claim, or audit is started prior to the expiration of the four (4) year period;
ii. when the CITY is notified in writing by the COUNTY, HUD, or other Federal agency to extend the retention period;
iii. records for real property and equipment acquired with CDBG funds must be retained for four (4) years after final disposition; iv. when the records are transferred by the CITY to the COUNTY, HUD, or other Federal agency, the four (4) year period is not applicable.

B. CITY shall obtain an external audit in accordance with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Section 200.500). Audits shall usually be performed annually but not less frequently than every two years. Nonprofit institutions and government agencies that expend less than $ 750,000 a year in Federal awards are exempt from Federal audit requirements, but records must be available for review by appropriate officials of the Federal grantor agen cy or subgranting entity. The audit report shall be submitted to the COUNTY within 180 days after the end of the COUNTY'S fiscal year. 228

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C. CITY shall maintain a separate account for the CITY’S CDBG Entitlement funds received as set forth in Exhibit(s) A, and B attached hereto.

D. Pursuant to 2 CFR 200.336, CITY shall, during the normal business hours, make available to COUNTY, the U.S. Department of Housing and Urban Development (HUD), or other authorized representative, for the examination and copying, all of its records and other materials with respect to matters covered by this Agreement and provide reasonable access to CITY staff for the purpose of interview and discussion related to the records and documents.

E. CITY shall not retain any program income as defined in 24 CFR 570.500. Said program income shall be used only for the activities that are the subject of this Agreement. Further, all provisions of this Agreement shall apply to such activities.

F. The CITY shall ensure that at least fifty -one percent (51%) of the persons benefiting from all CDBG-funded activities or projects designated as serving limited clientele [24 CFR 570.208(a)(2)(i)] are of low and moderate-income and meet the applicable household income guidelines.

The CITY shall provide the required income certification and direct benefit documentation, in writing, to the COUNTY pursuant to the reporting requirement of each activity as set forth in Exhibit(s) A, and B, attached hereto. In the event that CITY engages the services of a sub-contractor to implement CDBG- funded activities, the CITY must collect, in writing, all required income certification and direct benefit documentation from subcontractors prior to submittal to the COUNTY pur suant to the reporting requirement of each activity as set forth in Exhibit(s) A, and B, attached hereto.

10. COMPLIANCE WITH LAWS. CITY shall comply with all applicable federal, state, and local laws, regulations, and ordinances and any amendments thereto and the federal regulations and guidelines now or hereafter enacted pursuant to the Act. More particularly, CITY is to comply with those regulations found in the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200), and 24 CFR Part 570 . CITY is to abide by the provisions of the Community Development Block Grant Manual, prepared by COUNTY and cited in the above-mentioned Cooperation Agreement. CITY shall comply, if applicable, with Section 3 of the Housing & Urban Development Act of 1968 (12 U.S.C.A. Section 1701u), as amended, a copy of which is attached hereto as Exhibit “S”, and incorporated herein by this reference. CITY shall adhere to the regulations as set forth in Exhibit “R”, attached hereto and incorporated herein by this reference, 229

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pertaining to inherently religious activities. CITY shall comply with the Additional Federal Requirements, if applicable, attached hereto as Exhibit “AFR”, and incorporated herein by this reference.

11. COOPERATION WITH HOUSING ACTIVITIES . CITY shall cooperate with COUNTY in undertaking essential community development and housing assistance activities, specifically urban renewal and public assistance housing, and shall assist COUNTY in implementing and undertaking the goals and strategies identified in the 2024-2029 Five Year Consolidated Plan, pursuant to 24 CFR Part 91 and other requirements of the Community Development Block Grant Program.

12. LEAD AGENCY FOR COMPLIANCE WITH THE CALIFORNIA
ENVIRONMENTAL QUALITY ACT (CEQA) . Pursuant to Title 14 CCR Section 1501(d), the CITY is designated as the lead agency for the project s that are the subject matter of this Supplemental Agreement.

13. HOLD HARMLESS AND INDEMNIFICATION. In contemplation of the provisions of Section 895.2 of the California Government Code imposing certain tort liability jointly upon public entities solely by reason of such entities being parties to an agreement as defined by Section 895 of the Code, the Parties hereto, pursuant to the authorization contained in Section 895.4 and 895.6 of the Code, agree that each Party shall be liable for any damages including, but not limited to, claims, demands, losses, liabilities, costs and expenses including reasonable attorneys ’ fees, resulting from the negligent or wrongful acts or omissions of their employees or agents in the performance of this Agreement, and each Party shall indemnify, defend and hold harmless the other Parties from such claims, demands, damages, losses or liabilities for their negligence.

The hold harmless and indemnification obligations set forth herein shall survive the termination and expiration of this Agreement. In the event there is conflict between this clause and California Civil Code Section 2782, this clause shall be interpreted to comply with Civil Code 2782. Such interpretation shall not relieve the CITY from indemnifying the Indemnitees to the fullest extent allowed by law.

14. INSURANCE. Without limiting or diminishing the CITY’s obligation to indemnify or hold the COUNTY harmless, CITY shall procure and maintain or cause to be maintained, at its sole cost and expense, the following insurance coverage’s during the term of this Agreement. As respects to the 230

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insurance section only, the COUNTY herein refers to the County of Riverside, its Agencies, Districts, Special Districts, and Departments, their respective directors, officers, Board of COUNTY OF RIVERSIDE Supervisors, employees, elected or appointed officials, agents, or representatives as Additional Insureds
a. Workers’ Compensation:

If the CITY has employees as defined by the State of California, the CITY shall maintain statutory Workers' Compensation Insurance (Coverage A) as prescribed by the laws of the State of California. Policy shall include Employers’ Liability (Coverage B) including Occupational Disease with limits not less than $1,000,000 per perso n per accident. The policy shall be endorsed to waive subrogation in favor of the County of Riverside.
b. Commercial General Liability:

Commercial General Liability insurance coverage, including but not limited to, premises liability, contractual liability, products and completed operations liability, personal and advertising injury, and cross liability coverage, covering claims which may arise from or out of CITY’S performance of its obligations hereunder. Policy shall name the County of Riverside as Additional Insured. Policy’s limit of liability shall not be less than $ 2,000,000 per occurrence combined single limit. If such insurance contains a general aggregate limit, it shall apply separately to this agreement or be no less than two (2) times the occurrence limit. b.1 Sexual Abuse or Molestation (SAM) Liability:

If the work will include contact with minors, and the Commercial General Liability policy is not endorsed to include affirmative coverage for sexual abuse or molestation, Vendor/Contractor shall obtain and maintain a policy covering Sexual Abuse and Molestation with a limit no less than $2,000,000 per occurrence or claim.
c. Vehicle Liability:

If vehicles or mobile equipment are used in the performance of the obligations under this Agreement, then CITY shall maintain liability insurance for all owned, non -owned or hired vehicles so used in an amount not less than $1,000,000 per occurrence combin ed single limit. If such insurance contains a general aggregate limit, it shall apply separately to this agreement or be no less than two (2) 231

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times the occurrence limit. Policy shall name the County of Riverside as Additional Insured. d. General Insurance Provisions - All lines:
(i). Any insurance carrier providing insurance coverage hereunder shall be admitted to the State of California and have an A M BEST rating of not less than A: VIII (A:8) unless such requirements are waived, in writing, by the County Risk Manager. If the County’s Risk Manager waives a requirement for a particular insurer such waiver is only valid for that specific insurer and only for one policy term.
(ii). The CITY must declare its insurance self-insured retentions. If such self- insured retentions exceed $500,000 per occurrence such retentions shall have the prior written consent of the County Risk Manager before the commencement of operations under t his Agreement. Upon notification of self-insured retention unacceptable to the COUNTY, and at the election of the Country’s Risk Manager, CITY’S carriers shall either; 1) reduce or eliminate such self-insured retention as respects this Agreement with the COUNTY, or 2) procure a bond which guarantees payment of losses and related investigations, claims administration, and defense costs and expenses. (iii). CITY shall cause CITY’S insurance carrier(s) to furnish the County of Riverside with either 1) a properly executed original Certificate(s) of Insurance and certified original copies of Endorsements effecting coverage as required herein, and 2) if requested to d o so orally or in writing by the County Risk Manager, provide original Certified copies of policies including all Endorsements and all attachments thereto, showing such insurance is in full force and effect. Further, said Certificate(s) and pol icies of insurance shall contain the covenant of the insurance carrier(s) that thirty (30) days written notice shall be given to the County of Riverside prior to any material modification, cancellation, expiration or reduction in coverage of such insurance . In the event of a material modification, cancellation, expiration, or reduction in coverage, this Agreement shall terminate forthwith, unless the County of Riverside receives, prior to such effective date, another properly executed original Certificate of Insurance and original copies of endorsements or certified original policies, including all endorsements and attachments thereto evidencing coverage’s set forth herein and the insurance required herein is in full force and effect. CITY shall not commence operations until the 232

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COUNTY has been furnished original Certificate (s) of Insurance and certified original copies of endorsements and if requested, certified original policies of insurance including all endorsements and any and all other attachments as required in this Sectio n. An individual authorized by the insurance carrier to do so on its behalf shall sign the original endorsements for each policy and the Certificate of Insurance.
(iv). It is understood and agreed to by the parties hereto that the CITY’S insurance shall be construed as primary insurance, and the COUNTY'S insurance and/or deductibles and/or self-insured retention’s or self-insured programs shall not be construed as contributory. (v). If, during the term of this Agreement or any extension thereof, there is a material change in the scope of services; or, there is a material change in the equipment to be used in the performance of the scope of or, the term of this Agreement, including any extensions the reof, exceeds five (5) years, the COUNTY reserves the right to adjust the types of insurance required under this Agreement and the monetary limits of liability for the insurance coverage’s currently required herein, if; in the County Risk Manager's reasonable judgment, the amount or type of insurance carried by the CITY has become inadequate.
(vi). CITY shall pass down the insurance obligations contained herein to all tiers of subcontractors working under this Agreement.
(vii). The insurance requirements contained in this Agreement may be met with a program(s) of self-insurance acceptable to the COUNTY. (viii). CITY agrees to notify COUNTY of any claim by a third party or any incident or event that may give rise to a claim arising from the performance of this Agreement.

15. INDEPENDENT CONTRACTOR . The CITY is, for purposes relating to this Supplemental Agreement, an independent contracto r and shall not be deemed an employee of the COUNTY. It is expressly understood and agreed that the CITY (including its employees, agents and subcontractor’s) shall in no event be entitled to any benefits to which the COUNTY employees are entitled, including but not limited to overtime, any retirement benefits, worker's compensation benefits, and injury leave or other leave benefits. There shall be no employer-employee relationship between the parties; and the CITY shall hold the COUNTY harmless from any and all claims that may be made 233

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against the COUNTY based upon any contention by a third party that an employer-employee relationship exists by reason of this Supplemental Agreement. It is further understood and agreed by the parties that the CITY in the performance of this Supplemental Agreement is subject to the control or direction of the COUNTY merely as to the results to be accomplished and not as to the means and methods for accomplishing the results.

16. NONDISCRIMINATION. CITY shall abide by 24 CFR Sections 570.601 and 570.602 of Title 24 of the Code of Federal Regulations which requires that no person in the United States shall on the grounds of race, color, national origin, sex, sexual orientation, gender identity, or veterans status be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity funded in whole or in part with Community Development funds.

CITY shall abide by and include in any subcontracts to perform work under this Supplemental Agreement, the following clause:
"During the performance of this Supplemental Agreement, CITY and its subcontractors shall not unlawfully discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, physical disability, medical condition, marital status, veterans status, sexual orientation, gender identity, age (over 40) or sex. CITY and subcontractors shall insure that the evaluation and treatment of their employees and applicants for employment are free of such discrimination. CITY and subcontractors shall comply with the provisions of the Fair Employment and Housing Act (California Government Code Section 12900 et seq.). The applicable regulations of the Fair Employment and Housing Commission are implementing California Government Code Section 12990 et seq., set forth in Chapter 1 of Division 4.1 of Title 2 of the Califo rnia Administrative Code are incorporated into this Agreement by reference and made a part hereof as if set forth in full. CITY and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement."

17. PROHIBITION AGAINST CONFLICTS OF INTEREST
A. CITY and its assigns, employees, agents, consultants, officers and elected and appointed officials shall become familiar with and shall comply with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200) and the 234

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CDBG regulations prohibiting conflicts of interest contained in 24 CFR 570.611.

B. The Subrecipient shall maintain a written code or standards of conduct that shall govern the performance of its officers, employees or agents engaged in the award and administration of contracts supported by Federal funds.

C. No employee, officer or agent of the Subrecipient shall participate in the selection, or in the award, or administration of, a contract supported by Federal funds if a conflict of interest, real or apparent, would be involved.

D. No covered persons who exercise or have exercised any functions or responsibilities with respect to CDBG -assisted activities, or who are in a position to participate in a decision-making process or gain inside information with regard to such activities, may obtain a financial interest in any contract, or have a financial interest in any contract, subcontract, or agreement with respect to the CDBG-assisted activity, or with respect to the proceeds from the CDBG -assisted activity, either for themselves or those with whom they have business or immediate family ties, during their tenure or for a period of one (1) year thereafter. For purposes of this paragraph, a “covered person” includes any person who is an employee, agent, consultant, officer, or elected or appointed official of the Grantee, the Subrecipient, or any designated public agency.

E. CITY understands and agrees that no waiver of exception can be granted to the prohibition against conflict of interest except upon written approval of HUD pursuant to 24 CFR 570.611(d). Any request by CITY for an exception shall first be reviewed by COUNTY to determine whether such request is appropriate for submission to HUD in the COUNTY’S sole and absolute discretion. In determining whether such request is appropriat e for submission to HUD, COUNTY will consider the factors listed in 24 CFR 570.611(d)(2).

F. Prior to the distribution of any CDBG funding under this Supplemental Agreement, CITY shall provide COUNTY , in writing, a list of all employees, agents, consultants, officers and elected and appointed officials who are in a position to participate in a decision making process, exercise any functions or responsibilities, or gain inside information with respect to the CDBG activities funded under this Agreement. CITY shall also promptly disclose to COUNTY any potential conflict, including even the appearan ce of conflict that may arise with respect to the CDBG activities funded under this Supplemental Agreement.
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G. Any violation of this Section 17 shall be deemed a material breach of this Supplemental Agreement, and the Supplemental Agreement shall be immediately terminated by the COUNTY.

18. LOBBYING. CITY certifies to the best of its knowledge and belief, that:
a. No federally-appropriated funds have been paid or will be paid, by or on behalf of the CITY, to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with the awarding of any federal contract, the m aking of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or m odification of any federal contract, grant, loan, or cooperative agreement.
b. If any funds other than federally-appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with this federal contract, grant, loan, or cooperative agreement, the CITY shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. c. CITY shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all sub -recipients shall ce rtify and disclose accordingly.

This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into.

19. TERMINATION.

A. CITY. CITY may not terminate this Agreement except upon express written consent of COUNTY, pursuant to 2 CFR 200.339 (a)(3).

B. COUNTY. Notwithstanding the provisions of Paragraph 1 9a above, COUNTY may suspend or terminate this Supplemental Agreement upon a ten (10) day written notice to CITY of action being taken and the reason for such action including, but not limited to, the following reasons:
(1) In the event CITY fails to perform the covenants herein contained at such times and in such manner as provided in this Supplemental Agreement; and 236

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(2) In the event there is a conflict with any federal, state or local law, ordinance, regulation or rule rendering any of the provisions of this Supplemental Agreement invalid or untenable; or
(3) In the event the funding from the Department of Housing and Urban Development referred to in Sections 1 and 2 above is terminated or otherwise becomes unavailable.

C. This Agreement may be terminated and/or funding suspended, in whole or in part, for cause in accordance with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR 200.339). Cause shall be based on the failure of the CITY to materially comply with either the terms or conditions of this Agreement. Upon suspension of funding, the CITY agrees not to incur any costs related thereto, or connected with, any area of conflict from which the COUNTY has determined that suspension of funds is necessary. CITY acknowledges that failure to comply with Federal statutes, regulations, or the terms and conditions of this Agreement may be considered by the COUNTY in evaluating future CDBG and non-CDBG funding applications submitted by CITY.

D. Upon suspension or termination of this Supplemental Agreement, CITY shall return any unencumbered funds which it has been provided by COUNTY. In accepting said funds, COUNTY does not waive any claim or cause of action it may have against CITY for breach of this Supplemental Agreement.

E. Reversion of Assets

1. Upon expiration or termination of this Supplemental Agreement, the CITY shall transfer to the COUNTY any CDBG funds on hand at the time of expiration of the Supplemental Agreement as well as any accounts receivable held by CITY which are attributable to the use of CDBG funds awarded pursuant to this Supplemental Agreement.

2. Any real property under the CITY’S control that was acquired or improved in whole or in part with CDBG funds (including CDBG funds provided to the CITY in the form of a loan) in excess of $25,000 is either:
(i) Used to meet one of the National Objectives pursuant to 24 CFR 570.208 until five years after expiration of this agreement, or for such longer period of time as determined to be appropriate by the COUNTY; or
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(ii) Not used in accordance with Clause (i) above, in which event the CITY shall pay the COUNTY an amount equal to the current market value of the property less any portion of the value attributable to expenditures of non -CDBG funds for the acquisition o f, or improvement to, the property.

20. PUBLICITY. Any publicity generated by CITY for the Projects funded pursuant to this Supplemental Agreement will make reference to the contribution of the C OUNTY, the Department of Housing, and Workforce Solutions, and the Community Development Block Grant Program in making the project possible.

21. PROGRAM MONITORING AND EVALUATION . CITY and its subcontractors shall be monitored and evaluated in terms of its effectiveness and timely compliance with the provisions of this Supplemental Agreement and the effective and efficient achievement of the CDBG National Objectives as set forth in Exhibit(s)A, and B, attached hereto. Quarterly reports shall be due on the last day of the month immediately following the end of the quarter being reported. The quarterly written reports shall include, but shall not be limited to, the following data elements:

A. Title of program, listing of components, description of activities/operations.

B. The projected goals, indicated numerically, and also the goals achieved (for each report period). In addition, identify by percentage and description, the progress achieved towards meeting the specified goals and identify any problems encountered in meeting goals.

C. If the CDBG-funded activity meets a National Objective under 24 CFR 570.208 (a)(2)(i), CITY will report the following:
1) Total number of direct beneficiaries (clientele served) with median household incomes (MHI) at:
• Above 80% MHI
• Between 50% and 80% MHI (Low-Income)
• Between 30% and 50% MHI (Very Low-Income)
• Less than 30% MHI (Extremely Low-Income)
2) Total number and percent (%) of the clientele served that have household incomes at or below 80% MHI
3) Racial ethnicity of clientele
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4) Number of Female-Headed Households
D. CITY shall report, in writing, and cause its subcontractors to report, in writing, beneficiary statistics monthly to Housing and Workforce Solutions (HWS) on the pre-approved Direct Benefit Form and Self-Certification Form (certifying income, family size, and racial ethnicity) as required by HUD. Updated forms are to be provided to CITY by HWS should HUD implement changes during the term of this Supplemental Agreement. CITY and subcontractors will collect and provide all necessary data required by HUD pertaining to the Specific Outcome Indicators as identified in HUD’s Community Planning and Development (CPD) Outcome Performance Measurement System.

22. PRIOR AUTHORIZATION. CITY shall obtain COUNTY's written approval from HWS prior to implementing the following “high risk” activities funded with CDBG assistance:

A. Construction of public facilities (project plans and specifications); B. Acquisition of real property;
C. Historic Preservation;
D. Relocation; and
F. Economic Development

23. PRIOR COUNTY APPROVAL (CONSTRUCTION ACTIVITIES) . CITY shall obtain COUNTY's written approval, through its HWS, of the project plans , specifications, and construction documents prior to CITY’S construction of same for all projects consisting of CDBG-funded construction activities. The COUNTY neither undertakes nor assumes nor will have any responsibility or duty to CITY or to any third party to review, inspect, supervise, pass judgment upon or inform CITY or any third party of any matter in connection with the development or construction of the improvements, whether regarding the quality, adequacy or suitability of the plans, any labor, service, equipment or material furnished to the property, any person f urnishing the same, or otherwise. CITY and all third parties shall rely upon its or their own judgment regarding such matters, and any review, inspection, supervision, exercise of judgment or information supplied to CITY or to any third party by the COUNTY in connection with such matter is for the public purpose of assisting with a community development and housing activity pursuant to the Act, and neither CITY (except for the purposes set 239

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forth in this Agreement) nor any third party is entitled to rely thereon. The COUNTY shall not be responsible for any of the work of construction, improvement, or development of the property.

It is the responsibility of CITY, without cost to COUNTY, to ensure that all applicable local jurisdiction land use requirements will permit development of the property and construction of the improvements and the use, operation, and maintenance of such Improvements in accordance with the provisions of this Agreement. Nothing contained herein shall be deemed to entitle Sponsor to any local jurisdiction or County permit or other local jurisdiction or County approval necessary for the development of the Prop erty, or waive any applicable local jurisdiction or County requirements relating thereto. This Agreement does not (a) grant any land use entitlement to CITY, (b) supersede, nullify, or amend any condition which may be imposed by the local jurisdiction in connection with approval of the development described herein, (c) guarantee to CITY or any other party any profits from the development of the Property, or (d) amend any local jurisdiction or County laws, codes or rules.

City agrees and acknowledges that it is the responsibility of City to obtain a legal determination at City’s sole cost and expense, as to whether prevailing wages must be paid during construction of the Project. If the Project is subject to prevailing wage s, then City shall be solely responsible to pay its contractors and subcontractors the required prevailing wage rate. City agrees to indemnify, defend, and hold County harmless from and against any liability arising out of and related to City’s failure to comply with any and all Davis Bacon and or prevailing wage requirements.

24. PRIOR COUNTY APPROVAL ( AQUISITION ACTIVITIES). CITY shall obtain COUNTY's written approval and authorization to proceed , through HWS, of all CDBG-funded real property acquisition activities.

25. REAL PROPERTY ACQUIRED OR PUBLIC FACILITY CONSTRUCTED WITH CDBG FUNDS. When CDBG funds are used, in whole or in part, by CITY to acquire real property or to construct a public facility, CITY will comply with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Section 200.311); National 240

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Environmental Policy Act of 1969 (42 U.S.C.A. §4321, et seq.); the California Environmental Quality Act (Cal. Pub. Resources Code §21000, et seq.); the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (42 U.S.C.A. §4630, et seq.); and the COUNTY’s Five Year Consolidated Plan. In addition, the following is to occur:
a. Title to the real property shall vest in CITY;
b. The real property will be held by CITY , or the constructed facility will be maintained by the CITY , for a minimum period of five (5) years from the date the CDBG -funded activity is closed-out and reported as complete by the COUNTY through the Comprehensive Annual Performance and Evaluation Report (CAPER);
c. While held by CITY, the real property or the constructed facility is to be used exclusively for the purposes for which acquisition or construction was originally approved by COUNTY;
d. Written approval from COUNTY must be secured if the property or the facility is to be put to an alternate use that is consistent with the COUNTY’S Five-Year Consolidated Plan or the applicable federal regulations governing CDBG funds;
e. Should CITY desire to use the real property or the constructed facility , prior to the completion of the mandatory five-year period, for a purpose not consistent with applicable federal regulations governing CDBG funds or to sell the real property or facility, then:
(1) If CITY desires to retain title, CITY will reimburse COUNTY the amount that represents the percentage of current fair market value that is identical to the percentage that CDBG funds initially comprised of monies paid to acquire the property or construct the facility; or (2) If CITY sells the property or facility or is required to sell the property or facility, CITY shall reimburse COUNTY the amount that represents the percentage of proceeds realized by the sale that is identical to the percentage that CDBG funds initially comprised of monies paid to acquire the property or construct the facility. This percentage amount will be calculated after deducting all actual and reasonable cost of sale from the sale proceeds.

26. ENTIRE AGREEMENT. This Supplemental Agreement, including any attachments or exhibits hereto constitutes the entire Supplemental Agreement of the parties with respect to its subject 241

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matter and supersedes all prior and contemporaneous representations, proposals, discussions and communications, whether oral or in writing. No oral understanding or agreement not incorporated herein shall be binding on any of the parties hereto. Each of th e attachments and exhibits attached hereto is incorporated herein by this reference.

27. SEVERABILITY. Each section, paragraph and provision of this Supplemental Agreement is severable from each other provision, and if any provision or part thereof is declared invalid, the remaining provisions shall remain in full force and effect.

28. EMPLOYMENT OPPORTUNITIES TO BE CAUSED BY PROJECT. CITY agrees to notify in writing, and to cause any subcontractor implementing CDBG -funded Projects to notify , in writing, the Riverside County Workforce Development Center of any and all job openings that are caused by the CDBG-funded Projects under this Supplemental Agreement.

29. MINISTERIAL ACTS. The Director of Housing and Workforce Solutions or designee(s) are authorized to take such ministerial actions as may be necessary or appropriate to implement the terms, provisions, and conditions of this Supplemental Agreement as it may be amended from time-to-time by COUNTY.

30. PROJECT ELIGIBILITY. As to CITY or its claimants, COUNTY shall bear no liability for any later determination by the United States Government, the U.S. Department of Housing and Urban Development, or any other person or entity that CITY is or is not eligible under 24 CFR Part 570 to receive CDBG entitlement funds from the COUNTY.

31. SOURCE OF FUNDING. CITY acknowledges that the source of funding pursuant to this Supplemental Agreement is Community Development Block Grant funds (CFDA 14.218), and the Grant Award Number is B-24-UC-06-0506.

32. ASSIGNMENT. The CITY shall not make any assignment or transfer in any form with respect to this Supplemental Agreement, without prior written approval of the COUNTY.

33. INTERPRETATION AND GOVERNING LAW. This Supplemental Agreement and any dispute arising hereunder shall be governed by and interpreted in accordance with the laws of the State of California. This Supplemental Agreement shall be construed as a whole according to its fair language and commo n meaning to achieve the objectives and purposes of the parties hereto, and the rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be 242

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employed in interpreting this Supplemental Agreement, all parties having been represented by counsel in the negotiation and preparation hereof.

34. WAIVER. Failure by a party to insist upon the strict performance of any of the provisions of this Supplemental Agreement by the other party, or the failure by a party to exercise its rights upon the default of the other party, shall not constitute a waiver of such party’s rights to insist and demand strict compliance by the other party with the terms of this Supplemental Agreement thereafter.

35. JURISDICTION AND VENUE : Any action at law or in equity arising under this Supplemental Agreement or brought by a party hereto for the purpose of enforcing, construing or determining the validity of any provision of this Supplemental Agreement shall be filed only in the Superior Court of the State of California, located in Riverside, California, and the parties hereto waive all provisions of law providing for the filing, removal or change of venue to any other court or jurisdiction

36. USE OF PROPERTY. Whenever federal CDBG funds or program income are used, in whole or in part, for the purchase of equipment or personal property, the property shall not be transferred from its originally funded use, by CITY or the CITY’S subcontractor implementing the CDBG -funded activity, for a period of five (5) years from the close-out date of the grant from which CDBG assistance was provided. The CITY shall maintain a current inventory for COUNTY monitoring and review.

37. AUTHORITY TO EXECUTE. The persons executing this Supplemental Agreement or exhibits attached hereto on behalf of the parties to this Supplemental Agreement hereby warrant and represent that they have the authority to execute this Supplemental Agreement and warrant and represent that they have the authority to bind the respective parties to this Supplemental Agreement to the performance of its obligations hereunder.

38. EFFECTIVE DATE. The effective date of this Supplemental Agreement is the date the parties sign the Supplemental Agreement. If the parties sign the Supplemental Agreement on more than one date, then the last date the Supplemental Agreement is signed by a party shall be the effective date.

39. COUNTERPARTS. This Supplemental Agreement may be signed by the different parties hereto in counterparts, each of which shall be an original but all of which together shall constitute one and the same agreement.

40. FORCE MAJEURE.

A. Performance by either party hereunder shall not be deemed to be in default where 243

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delays or defaults are due to war, insurrection, strikes, lock -outs, riots, floods, earthquakes, fires, casualties, acts of God, acts of the public enemy, epidemics, pandemic, quarantine restrictions, freight embargoes, lack of transportation, governmental restrictions or priority, litigation, unusually severe weather, inability to secure necessary labor, material or tools, delays of any contractor, sub -contractor or supplier, acts of the other party, acts or failure to act of a public or governmental agency or entity, or any causes beyond the control or without the fault of the party claiming an extension of time to perform.

B. An extension of time for any such cause (a “Force Majeure Delay”) shall be for the period of the enforced delay and shall commence to run from the time of the commencement of the cause, if notice by the party claiming such extension is sent to the other party within thirty (30) calendar days of knowledge of the commencement of the cause. Notwithstanding the foregoing, none of the foregoing events shall constitute a Force Majeure Delay unless and until the party claiming such delay and interference delivers to the other party written notice describing the event, its cause, when and how such party obtained knowledge, the date the event commenced, and the estimated delay resulting therefrom. Any party claiming a Force Majeure Delay shall deliver such written notice within thirty (30) calendar days after it obtains knowledge of the event.

41. MODIFICATION OF AGREEMENT. This Supplemental Agreement may be modified or amended only by a writing signed by the duly authorized and empowered representative of COUNTY and CITY respectively.

42. DIGITAL AND ELECTRONIC SIGNATURES. The parties agrees to the use of electronic signatures, such as digital signatures that meet the requirements of the California Uniform Electronic Transactions Act ((“CUETA”) Cal. Civ. Code §§ 1633.1 to 1633.17). The parties further agree that the electronic signatures of the parties included in this Agreement are intended to authenticate this writing and to have the same force and effect as manual signatures. Electronic signature means an electronic sound, symbol, or process attached to or logically associated with an electronic record and executed or adopted by a person with the intent to sign the electronic record pursuant to CUETA as amended from time to time. Digital signature means an electronic identifier, created by computer, intended by the party using it to have the same force and effect as the use of a manual signature, and shall be reasonably relied 244

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upon by the parties. For purposes of this section, a digital signature is a type of "electronic signature" as defined in subdivision (i) of Section 1633.2 of the Civil Code.

[Remainder of Page Intentionally Blank]
[Signatures on Following Page]

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IN WITNESS WHEREOF, the COUNTY and the CITY have executed this Agreement as of the dates set forth below.

COUNTY OF RIVERSIDE, CITY OF EASTVALE,
a political subdivision of the A general law city
State of California

BY: ____________________________ BY: _________________________ Juan Garcia, Name:

Deputy Director
Title:

Date: Date:

APPROVED AS TO FORM: ATTEST:

MINH C. TRAN

COUNTY COUNSEL

By: ____________________________ BY: _________________________ Paula S. Salcido, City Clerk
Deputy County Counsel

APPROVED AS TO FORM:

BY: __________________________
City Attorney

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EXHIBIT "R"

24 C.F.R. § 5.109

Equal participation of faith-based organizations in
HUD programs and activities.

Effective: May 4, 2016

(a) Purpose.

Consistent with Executive Order 13279 (issued on December 12, 2002, 67 FR 77141), entitled “Equal Protection of the Laws for Faith–Based and Community Organizations,” as amended by Executive Order 13559 (issued on November 17, 2010, 75 FR 71319), entitled “Fundamental Principles and Policymaking Criteria for Partnerships With Faith–Based and Other Neighborhood Organizations,”, and further amended by Executive Order 13831 (issued on May 3, 2018, 83 FR 20715) entitled “Establishment of a White House Faith and Opportunity Initiative,” this section describes requirements for ensuring the equal participation of faith -based organizations in HUD programs and activities. These requirements apply to all HUD programs and activities, including all of HUD’s Native American Programs, except as may be otherwise noted in the respective program regulations in title 24 of the Code of Federal Regulations (CFR), or unless inconsistent with certain HUD program authorizing statutes.

b) Definitions. The following definitions apply to this section:

Direct Federal financial assistance means Federal financial assistance provided when a Federal Government agency or an intermediary, as defined in this section, selects the provider and either purchases services from that provider (i.e., via a contract) or awards funds to that provider to carry out an activity (e.g., via grant, sub -grant, sub-award, or cooperative agreement). The recipients of sub -grants or sub-awards that receive Federal financial assistance through State-administered programs (e.g., flow-through programs) are considered recipients of direct Federal financial assistance. In general, Federal financial assistance shall be treated as direct, unless it meets the definition of indirect Federal financial assistance.

Federal financial assistance means assistance that non–Federal entities receive or administer in the forms of grants, contracts, loans, loan guarantees, property, cooperative agreements, food commodities, direct appropriations, or other assistance, but does not include a tax credit, deduction, or exemption.

Indirect Federal financial assistance means Federal financial assistance provided when the choice of the provider is placed in the hands of the beneficiary, and the cost of that service is paid through a voucher, certificate, or other similar means of Gove rnment-funded payment. Federal financial assistance provided to an organization is considered indirect when the Government program through which the beneficiary receives the voucher, certificate, or other similar means of Government -funded payment is neutral toward religion meaning that it is available to providers without regard to the religious or non -religious nature of the institution and there are no program incentives that deliberately skew for or against religious or secular providers; and the organization receives the assistance as a result of a genuine, independent choice of the beneficiary.

Intermediary means an entity, including a nongovernmental organization, acting under a contract, grant, or other agreement with the Federal Government or with a State, tribal or local government that accepts Federal financial assistance and distributes that assistance to other entities that, in turn, carry out activities under HUD programs.

(c) Equal participation of faith-based organizations in HUD programs and activities.

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Faith-based organizations are eligible, on the same basis as any other organization, to participate in any HUD program or activity, considering any permissible accommodations, particulary under the Religious Freedome Restoration Act. Neither the Federal Government, nor a State, tribal or local government, nor any other entity that administers any HUD program or activity, shall discriminate against an organization on the basis of the organization’s religious character, affiliation, or lack thereof, or on the basis of the organization’s religious exercise. For purposes of this part, to discriminate against an organization on the basis of the organization’s religious exercise means to disfavor an organization, including by failing to select an organization, disqualifying an organization, or imposing any condition or selection criterion that otherwise disfavors or penalizes an organization in the selection process or has such an effect:

(1) Because of conduct that would not be considered grounds to disfavor a secular organization; (2) Because of conduct that must or could be granted an appropriate accommodation in a manner consistent with RFRA (42 U.S.C. 2000bb through 2000bb-4) or the Religion Clauses of the First Amendment to the Constitution; or
(3) Because of the actual or suspected religious motivation of the organization's religious exercise. (4) In addition, decisions about awards of Federal financial assistance must be free from political interference or even the appearance of such interference and must be made on the basis of merit, not based on the organization's religious character, affiliation, or lack thereof, or based on the organization's religious exercise. Notices of funding availability, grant agreements, and cooperative agreements shall include language substantially similar to that in appendix A to this subpart, where faith-based organizations are eligible for such opportunities.

(d) Independence and identity of faith-based organizations.

(1) A faith -based organization that applies for, or participates in, a HUD program or activity supported with Federal financial assistance retains its autonomy, right of expression, religious character, authority over its governance, and independence, and may continue to carry out its mission, including the definition, development, practice, and expression of its religious beliefs. A faith -based organization that receives Federal financial assistance from HUD does not lose the protections of law.

(2) A faith -based organization that receives direct Federal financial assistance may use space (including a sanctuary, chapel, prayer hall, or other space) in its facilities (including a temple, synagogue, church, mosque, or other place of worship) to carr y out activities under a HUD program without concealing, altering, or removing religious art, icons, scriptures, or other religious symbols. In addition, a faith -based organization participating in a HUD program or activity retains its authority over its internal governance, and may retain religious terms in its organization’s name, select its board members and employees on the basis of their acceptance of or adherence to the religious tenets of the organization consistent with paragraph (i) of this section ), and include religious references in its organization’s mission statements and other governing documents.

(e) Explicitly religious activities.

If an organization engages in explicitly religious activities (including activities that involve overt religious content such as worship, religious instruction, or proselytization), the explicitly religious activities must be offered separately, in time or location, from the programs or activities supported by direct Federal financial assistance and participation must be voluntary for the beneficiaries of the programs or activities that receive direct Federal financial assistance. The use of indirect Federa l financial assistance is not subject to this restriction. Nothing in this part restricts HUD’s authority under applicable Federal law to fund activities, that can be directly funded by the Government consistent with the Establishment Clause of the U.S. Constitution.

(f) Intermediary responsibilities to ensure equal participation of faith-based organizations in HUD programs.

If an intermediary - acting under a contract, grant, or other agreement with the Federal Government or with a State, tribal or local government that is administering a program supported by Federal financial assistance - is 248

given the authority to select a nongovernmental organization to receive Federal financial assistance under a contract, grant, sub -grant, sub -award, or cooperative agreement, the intermediary must ensure that such organization complies with the requirements of this section. If the intermediary is a nongovernmental organization, it retains all other rights of a nongovernmental organization under the program’s statutory and regulatory provisions.

(g) Nondiscrimination requirements.

Any organization that receives Federal financial assistance under a HUD program or activity shall not, in providing services with such assistance or carrying out activities with such assistance, discriminate against a beneficiary or prospective beneficiary on the basis of religion, religious belief, a refusal to hold a religious belief, or a refusal to attend or participate in a religious practice. However, an organization that participates in a program funded by indirect Federal financial assistance need not modify its program or activities to accommodate a beneficiary who chooses to expend the indirect aid on the organization's program and may require attendance at all activities that are fundamental to the program.

(h) No additional assurances from faith-based organizations.

A faith -based organization is not rendered ineligible by its religious nature to access and participate in HUD programs. Absent regulatory or statutory authority, no notice of funding availability, grant agreement, cooperative agreement, covenant, memorandum of understanding, policy, or regulation that is used by HUD or a recipient or intermediary in administering Federal financial assistance from HUD shall require otherwise eligible faith-based organizations to provide assurances or notices where they are not required of similarly situated secular organizations. All organizations that participate in HUD programs or activities, including organizations with religious character or affiliations, must carry out eligible activities in accordance with all program requirements, subject to any required or appropriate accommodation, particularly under the Religious Freedom Restoration Act, and other applicable requirements governing the conduct of HUD-funded activities, including those prohibiting the use of direct financial assistance to engage in explicitly religious activities. No notice of funding availability, grant agreement, cooperative agreement, covenant, memorandum of understanding, policy, o r regulation that is used by HUD or a recipient or intermediary in administering financial assistance from HUD shall disqualify otherwise eligible faith -based organizations from participating in HUD's programs or activities because such organization is motivated or influenced by religious faith to provide such programs and activities, or because of its religious character or affiliation, or on grounds that discriminate against an organization on the basis of the organization's religious exercise, as defined in this part.

(i) Exemption from Title VII employment discrimination requirements.

A religious organization’s exemption from the Federal prohibition on employment discrimination on the basis of religion, set forth in section 702(a) of the Civil Rights Act of 1964 (42 U.S.C. 2000e–1), is not forfeited when the organization participates in a HUD program. Some HUD programs, however, contain independent statutory provisions that impose certain nondiscrimination requirements on all grantees. Accordingly, grantees should consult with the appropriate HUD program office to determine the scope of applicable requirements.

(j) Acquisition, construction, and rehabilitation of structures.

Direct Federal financial assistance may be used for the acquisition, construction, or rehabilitation of structures only to the extent that those structures are used for conducting eligible activities under a HUD program or activity.

Where a structure is used for both eligible and explicitly religious activities (including activities that involve overt religious content such as worship, religious instruction, or proselytization), direct Federal financial assistance may not exceed the cost of the share of acq uisition, construction, or rehabilitation attributable to eligible activities in accordance with the cost accounting requirements applicable to the HUD program or activity. However, 249

acquisition, construction, or rehabilitation of sanctuaries, chapels, or other rooms that a HUD–funded faith-based organization uses as its principal place of worship, may not be paid with direct Federal financial assistance.

Disposition of real property by a faith-based organization after its use for an authorized purpose, or any change in use of the property from an authorized purpose, is subject to Government-wide regulations governing real property disposition (2 CFR part 200, subpart D) and the HUD program regulations, as directed by HUD.

(k) Commingling of Federal and State, tribal, and local funds.

If a State, tribal, or local government voluntarily contributes its own funds to supplement direct Federal financial assistance for an activity, the State, tribal or local government has the option to segregate those funds or commingle them with the direct Federal financial assistance. However, if the funds are commingled, the requirements of this section apply to all of the commingled funds. Further, if a State, tribal, or local government is required to contribute matching funds to supplement direct Feder al financial assistance for an activity, the matching funds are considered commingled with the direct Federal financial assistance and, therefore, subject to the requirements of this section. Some HUD programs’ requirements govern any activity assisted und er those programs. Accordingly, recipients should consult with the appropriate HUD program office to determine the scope of applicable requirements.

(l) Tax exempt organizations.

In general, HUD does not require that a recipient, including a faith -based organization, obtain tax-exempt status under section 501(c)(3) of the Internal Revenue Code to be eligible for funding under HUD programs. Many grant programs, however, do require an organization to be a nonprofit organization in order to be eligible for funding.

Notices of funding availability that require organizations to have nonprofit status will specifically so indicate in the eligibility section of the notice of funding availability. In addition, if any notice of funding availability requires an organization to maintain tax -exempt status, it will expressly state the statutory authority for requiring such status. Applicants should consult with the appropriate HUD program office to determine the scope of any applicable requirements. In HUD programs in which an applicant must show that it is a nonprofit organization but this is not statutorily defined, the applicant may do so by any of the following means:

(1) Proof that the Internal Revenue Service currently recognizes the applicant as an organization to which contributions are tax deductible under section 501(c)(3) of the Internal Revenue Code; (2) A statement from a State or other governmental taxing body or the State secretary of State certifying that - (i) The organization is a nonprofit organization operating within the State; and (ii) No part of its net earnings may benefit any private shareholder or individual;

(3) A certified copy of the applicant's certificate of incorporation or similar document that clearly establishes the nonprofit status of the applicant;
(4) Any item described in paragraphs (l)(1) through (3) of this section, if that item applies to a State of national parents organization, together with a statement by the State of parent organization that the applicant is a local nonprofit affiliate; or
(5) For an entity that holds a sincerely held religious belief that it cannot apply for a determination as an entity that is tax-exempt under section 501(c)(3) of the Internal Revenue Code, evidence sufficient to establish that the entity would otherwise qualify as a nonprofit organization under paragraphs (l)(1) through (4) of this section.

(m) Rule of construction.

Neither HUD nor any recipient or other intermediary receiving funds under any HUD program or activity shall construe these provisions in such a way as to advantage or disadvantage faith-based organizations affiliated with historic or well-established religions or sects in comparison with other religions or sects.

Credits
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[69 FR 41717, July 9, 2004; 80 FR 75934, Dec. 7, 2015; 81 FR 19416, April 4, 2016; 85 FR 82315, Dec 17, 2020]

SOURCE: 61 FR 5202, Feb. 9, 1996; 61 FR 9041, March 6, 1996; 61 FR 9537, March 8, 1996; 61 FR 11113, March 18, 1996; 61 FR 13616, March 27, 1996; 61 FR 54498, Oct. 18, 1996; 70 FR 77743, Dec. 30, 2005; 73 FR 72340, Nov. 28, 2008; 75 FR 66258, Oct. 27, 2010; 77 FR 5674, Feb. 3, 2012; 80 FR 42352, July 16, 2015; 81 FR 19416, April 4, 2016; 81 FR 80798, Nov. 16, 2016; 81 FR 90657, Dec. 14, 2016, unless otherwise noted.

AUTHORITY: 12 U.S.C. 1701x; 42 U.S.C. 1437a, 1437c, 1437d, 1437f, 1437n, 3535(d); Sec. 327, Pub.L. 109– 115, 119 Stat. 2936 ; Sec. 607, Pub.L. 109–162, 119 Stat. 3051 (42 U.S.C. 14043e et seq. ); E.O. 13279, 67 FR 77141, 3 CFR, 2002 Comp., p. 258; and E.O. 13559, 75 FR 71319, 3 CFR, 2010 Comp., p. 273.; 29 U.S.C. 794, 42 U.S.C. 1437a , 1437c, 1437c–1(d), 1437d, 1437f, 1437n, 3535(d), and Sec. 327, Pub.L. 109–115, 119 Stat. 2936; 42 U.S.C. 3600–3620; 42 U.S.C. 5304(b); 42 U.S.C. 12101 et seq.; 42 U.S.C. 12704–12708; E.O. 11063, 27 FR 11527, 3 CFR, 1958–1963 Comp., p. 652; E.O. 12892, 59 FR 2939, 3 CFR, 1994 Comp., p. 849.

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EXHIBIT “S”

Economic Opportunities for Low- and Very Low-Income Persons

CONTRACT REQUIREMENTS
24 CFR Part 75

RIVERSIDE COUNTY

Section 75.1 Purpose

This part establishes the requirements to be followed to ensure the objectives of Section 3 of the Housing and Urban Development Act of 1968 (12 U.S.C. 1701u) (Section 3) are met. The purpose of Section 3 is to ensure that economic opportunities, most impo rtantly employment, generated by certain HUD financial assistance shall be directed to low - and very low -income persons, particularly those who are recipients of government assistance for housing or residents of the community in which the Federal assistance is spent.

Section 75.3 Applicability

(a) General applicability. Section 3 applies to public housing financial assistance and Section 3 projects, as follows:

(1) Public housing financial assistance. Public housing financial assistance means:

(i) Development assistance provided pursuant to section 5 of the United States Housing Act of 1937 (the 1937 Act);

(ii) Operations and management assistance provided pursuant to section 9(e) of the 1937 Act;

(iii) Development, modernization, and management assistance provided pursuant to section 9(d) of the 1937 Act; and

(iv) The entirety of a mixed -finance development project as described in 24 CFR 905.604, regardless of whether the project is fully or partially assisted with public housing financial assistance as defined in paragraphs (a)(1)(i) through (iii) of this section.

(2) Section 3 projects. (i) Section 3 projects means housing rehabilitation, housing construction, and other public construction projects assisted under HUD programs that provide housing and community development financial assistance when the total amount of assistance to the project exceeds a threshold of $200,000. The threshold is $100,000 where the assistance is from the Lead Hazard Control and Healthy Homes programs, as authorized by Sections 501 or 502 of the Housing and Urban Development Act of 1970 ( 12 U.S.C. 1701z-1 or 1701z-2), the Lead-Based Paint Poisoning Prevention Act (42 U.S.C 4801 et seq.); and the Residential Lead -Based Paint Hazard Reduction Act of 1992 (42 U.S.C. 4851 et seq.). The project is the site or sites together with any building(s) and improvements located on the site(s) that are under common ownership, management, and financing.

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(ii) The Secretary must update the thresholds provided in paragraph (a)(2)(i) of this section not less than once every 5 years based on a national construction cost inflation factor through Federal Register notice not subject to public comment. When the Secretary finds it is warranted to ensure compliance with Section 3, the Secretary may adjust, regardless of the national construction cost factor, such thresholds through Federal Register notice, subject to public comment.

(iii) The requirements in this part apply to an entire Section 3 project, regardless of whether the project is fully or partially assisted under HUD programs that provide housing and community development financial assistance.

(b) Contracts for materials. Section 3 requirements do not apply to material supply contracts.

(c) Indian and Tribal preferences. Contracts, subcontracts, grants, or subgrants subject to Section 7(b) of the Indian Self -Determination and Education Assistance Act (25 U.S.C. 5307(b)) or subject to tribal preference requirements as authorized under 101(k) o f the Native American Housing Assistance and Self -Determination Act (25 U.S.C. 4111(k)) must provide preferences in employment, training, and business opportunities to Indians and Indian organizations, and are therefore not subject to the requirements of this part.

(d) Other HUD assistance and other Federal assistance. Recipients that are not subject to Section 3 are encouraged to consider ways to support the purpose of Section 3.

Section 75. 5 Definitions.

The terms HUD, Public housing, and Public Housing Agency (PHA) are defined in 24 CFR part

5. The following definitions also apply to this part:

1937 Act means the United States Housing Act of 1937, 42 U.S.C. 1437 et seq.

Contractor means any entity entering into a contract with:

(1) A recipient to perform work in connection with the expenditure of public housing financial assistance or for work in connection with a Section 3 project; or

(2) A subrecipient for work in connection with a Section 3 project.

Labor hours means the number of paid hours worked by persons on a Section 3 project or by persons employed with funds that include public housing financial assistance.

Low-income person means a person as defined in Section 3(b)(2) of the 1937 Act.

Material supply contracts means contracts for the purchase of products and materials, including, but not limited to, lumber, drywall, wiring, concrete, pipes, toilets, sinks, carpets, and office supplies.

Professional services means non -construction services that require an advanced degree or professional licensing, including, but not limited to, contracts for legal services, financial 253

consulting, accounting services, environmental assessment, architectural services, and civil engineering services.

Public housing financial assistance means assistance as defined in §75.3(a)(1).

Public housing project is defined in 24 CFR 905.108.

Recipient means any entity that receives directly from HUD public housing financial assistance or housing and community development assistance that funds Section 3 projects, including, but not limited to, any State, local government, instrumentality, PHA, or other public agency, public or private nonprofit organization.

Section 3 means Section 3 of the Housing and Urban Development Act of 1968, as amended (12 U.S.C. 1701u).

Section 3 business concern means:

(1) A business concern meeting at least one of the following criteria, documented within the last six-month period:

(i) It is at least 51 percent owned and controlled by low- or very low-income persons;

(ii) Over 75 percent of the labor hours performed for the business over the prior three - month period are performed by Section 3 workers; or

(iii) It is a business at least 51 percent owned and controlled by current public housing residents or residents who currently live in Section 8-assisted housing.

(2) The status of a Section 3 business concern shall not be negatively affected by a prior arrest or conviction of its owner(s) or employees.

(3) Nothing in this part shall be construed to require the contracting or subcontracting of a Section 3 business concern. Section 3 business concerns are not exempt from meeting the specifications of the contract.

Section 3 project means a project defined in §75.3(a)(2).

Section 3 worker means:

(1) Any worker who currently fits or when hired within the past five years fit at least one of the following categories, as documented:

(i) The worker's income for the previous or annualized calendar year is below the income limit established by HUD.

(ii) The worker is employed by a Section 3 business concern.

(iii) The worker is a YouthBuild participant.
254

(2) The status of a Section 3 worker shall not be negatively affected by a prior arrest or conviction.

(3) Nothing in this part shall be construed to require the employment of someone who meets this definition of a Section 3 worker. Section 3 workers are not exempt from meeting the qualifications of the position to be filled.

Section 8-assisted housing refers to housing receiving project-based rental assistance or tenant- based assistance under Section 8 of the 1937 Act.

Service area or the neighborhood of the project means an area within one mile of the Section 3 project or, if fewer than 5,000 people live within one mile of a Section 3 project, within a circle centered on the Section 3 project that is sufficient to encompass a population of 5,000 people according to the most recent U.S. Census.

Small PHA means a public housing authority that manages or operates fewer than 250 public housing units.

Subcontractor means any entity that has a contract with a contractor to undertake a portion of the contractor's obligation to perform work in connection with the expenditure of public housing financial assistance or for a Section 3 project.

Subrecipient has the meaning provided in the applicable program regulations or in 2 CFR 200.93.

Targeted Section 3 worker has the meanings provided in §§75.11, 75.21, or 75.29, and does not exclude an individual that has a prior arrest or conviction.

Very low-income person means the definition for this term set forth in section 3(b)(2) of the 1937 Act.

YouthBuild programs refers to YouthBuild programs receiving assistance under the Workforce Innovation and Opportunity Act (29 U.S.C. 3226).

Subpart C—Additional Provisions for Housing and Community Development Financial Assistance
§75.19 Requirements.
(a) Employment and training. (1) To the greatest extent feasible, and consistent with existing Federal, state, and local laws and regulations, recipients covered by this subpart shall ensure that employment and training opportunities arising in connection with Section 3 projects are provided to Section 3 workers within the metropolitan area (or nonmetropolitan county) in which the project is located.
(2) Where feasible, priority for opportunities and training described in paragraph (a)(1) of this section should be given to:
255

(i) Section 3 workers residing within the service area or the neighborhood of the project, and (ii) Participants in YouthBuild programs.
(b) Contracting. (1) To the greatest extent feasible, and consistent with existing Federal, state, and local laws and regulations, recipients covered by this subpart shall ensure contracts for work awarded in connection with Section 3 projects are provided to business concerns that provide economic opportunities to Section 3 workers residing within the metropolitan area (or nonmetropolitan county) in which the project is located.
(2) Where feasible, priority for contracting opportunities described in paragraph (b)(1) of this section should be given to:
(i) Section 3 business concerns that provide economic opportunities to Section 3 workers residing within the service area or the neighborhood of the project, and (ii) YouthBuild programs.
§75.21 Targeted Section 3 worker for housing and community development financial assistance. (a) Targeted Section 3 worker. A Targeted Section 3 worker for housing and community development financial assistance means a Section 3 worker who is:
(1) A worker employed by a Section 3 business concern; or (2) A worker who currently fits or when hired fit at least one of the following categories, as documented within the past five years:
(i) Living within the service area or the neighborhood of the project, as defined in §75.5; or (ii) A YouthBuild participant.
(b) [Reserved]
§75.23 Section 3 safe harbor.
(a) General. Recipients will be considered to have complied with requirements in this part, in the absence of evidence to the contrary if they:
(1) Certify that they have followed the prioritization of effort in §75.19; and (2) Meet or exceed the applicable Section 3 benchmark as described in paragraph (b) of this section.
(b) Establishing benchmarks. (1) HUD will establish Section 3 benchmarks for Section 3 workers or Targeted Section 3 workers or both through a document published in the FEDERAL REGISTER. HUD may establish a single nationwide benchmark for Section 3 workers and a single nationwide 256

benchmark for Targeted Section 3 workers, or may establish multiple benchmarks based on geography, the nature of the Section 3 project, or other variables. HUD will update the benchmarks through a document published in the FEDERAL REGISTER, subject to public comment, not less frequently than once every 3 years. Such notice shall include aggregate data on labor hours and the proportion of recipients meeting benchmarks, as well as other metrics reported pursuant to §75.25 as deemed appropriate by HUD, for the 3 most recent reporting years. (2) In establishing the Section 3 benchmarks, HUD may consider the industry averages for labor hours worked by specific categories of workers or in different localities or regions; averages for labor hours worked by Section 3 workers and Targeted Section 3 workers as reported by recipients pursuant to this section; and any other factors HUD deems important. In establishing the Section 3 benchmarks, HUD will exclude professional services from the total number of labor hours as such hours are excluded from the total number of labor hours to be reported per §75.25(a)(4). (3) Section 3 benchmarks will consist of the following two ratios:
(i) The number of labor hours worked by Section 3 workers divided by the total number of labor hours worked by all workers on a Section 3 project in the recipient's program year. (ii) The number of labor hours worked by Targeted Section 3 workers as defined in §75.21(a), divided by the total number of labor hours worked by all workers on a Section 3 project in the recipient's program year.
§75.25 Reporting.
(a) Reporting of labor hours. (1) For Section 3 projects, recipients must report in a manner prescribed by HUD:
(i) The total number of labor hours worked;
(ii) The total number of labor hours worked by Section 3 workers; and (iii) The total number of labor hours worked by Targeted Section 3 workers. (2) Section 3 workers' and Targeted Section 3 workers' labor hours may be counted for five years from when their status as a Section 3 worker or Targeted Section 3 worker is established pursuant to §75.31.
(3) The labor hours reported under paragraph (a)(1) of this section must include the total number of labor hours worked on a Section 3 project, including labor hours worked by any subrecipients, contractors and subcontractors that the recipient is required, or elects pursuant to paragraph (a)(4) of this section, to report.
(4) Recipients reporting under this section, as well as subrecipients, contractors and subcontractors who report to recipients, may report labor hours by Section 3 workers, under paragraph (a)(1)(ii) of this section, and labor hours by Targeted Section 3 workers, under paragraph (a)(1)(iii) of this section, from professional services without including labor hours from professional services in the 257

total number of labor hours worked under paragraph (a)(1)(i) of this section. If a contract covers both professional services and other work and the recipient or contractor or subcontractor chooses not to report labor hours from professional services, the labor hours under the contract that are not from professional services must still be reported.
(5) Recipients may report their own labor hours or that of a subrecipient, contractor, or subcontractor based on the employer's good faith assessment of the labor hours of a full-time or part- time employee informed by the employer's existing salary or time and attendance based payroll systems, unless the project or activity is otherwise subject to requirements specifying time and attendance reporting.
(b) Additional reporting if Section 3 benchmarks are not met. If the recipient's reporting under paragraph (a) of this section indicates that the recipient has not met the Section 3 benchmarks described in §75.23, the recipient must report in a form prescribed by HUD on the qualitative nature of its activities and those its contractors and subcontractors pursued. Such qualitative efforts may, for example, include but are not limited to the following:
(1) Engaged in outreach efforts to generate job applicants who are Targeted Section 3 workers. (2) Provided training or apprenticeship opportunities.
(3) Provided technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).
(4) Provided or connected Section 3 workers with assistance in seeking employment including:
drafting resumes, preparing for interviews, and finding job opportunities connecting residents to job placement services.
(5) Held one or more job fairs.
(6) Provided or referred Section 3 workers to services supporting work readiness and retention (e.g., work readiness activities, interview clothing, test fees, transportation, child care). (7) Provided assistance to apply for/or attend community college, a four-year educational institution, or vocational/technical training.
(8) Assisted Section 3 workers to obtain financial literacy training and/or coaching. (9) Engaged in outreach efforts to identify and secure bids from Section 3 business concerns. (10) Provided technical assistance to help Section 3 business concerns understand and bid on contracts.
(11) Divided contracts into smaller jobs to facilitate participation by Section 3 business concerns. (12) Provided bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns.
258

(13) Promoted use of business registries designed to create opportunities for disadvantaged and small businesses.
(14) Outreach, engagement, or referrals with the state one-stop system as defined in Section 121(e)(2) of the Workforce Innovation and Opportunity Act. (c) Reporting frequency. Unless otherwise provided, recipients must report annually to HUD under paragraph (a) of this section, and, where required, under paragraph (b) of this section, on all projects completed within the reporting year in a manner consistent with reporting requirements for the applicable HUD program.
§75.27 Contract provisions.
(a) Recipients must include language applying Section 3 requirements in any subrecipient agreement or contract for a Section 3 project.
(b) Recipients of Section 3 funding must require subrecipients, contractors, and subcontractors to meet the requirements of §75.19, regardless of whether Section 3 language is included in recipient or subrecipient agreements, program regulatory agreements, or contracts.

Subpart D—Provisions for Multiple Funding Sources, Recordkeeping, and Compliance
§75.29 Multiple funding sources.
(a) If a housing rehabilitation, housing construction or other public construction project is subject to Section 3 pursuant to §75.3(a)(1) and (2), the recipient must follow subpart B of this part for the public housing financial assistance and may follow either subpart B or C of this part for the housing and community development financial assistance. For such a project, the following applies:
(1) For housing and community development financial assistance, a Targeted Section 3 worker is any worker who meets the definition of a Targeted Section 3 worker in either subpart B or C of this part; and
(2) The recipients of both sources of funding shall report on the housing rehabilitation, housing construction, or other public construction project as a whole and shall identify the multiple associated recipients. PHAs and other recipients must report the following information:
(i) The total number of labor hours worked on the project; (ii) The total number of labor hours worked by Section 3 workers on the project; and (iii) The total number of labor hours worked by Targeted Section 3 workers on the project. (b) If a housing rehabilitation, housing construction, or other public construction project is subject to Section 3 because the project is assisted with funding from multiple sources of housing and community development assistance that exceed the thresholds in §75.3(a)(2), the recipient or recipients 259

must follow subpart C of this part, and must report to the applicable HUD program office, as prescribed by HUD.
§75.31 Recordkeeping.
(a) HUD shall have access to all records, reports, and other documents or items of the recipient that are maintained to demonstrate compliance with the requirements of this part, or that are maintained in accordance with the regulations governing the specific HUD program by which the Section 3 project is governed, or the public housing financial assistance is provided or otherwise made available to the recipient, subrecipient, contractor, or subcontractor. (b) Recipients must maintain documentation, or ensure that a subrecipient, contractor, or subcontractor that employs the worker maintains documentation, to ensure that workers meet the definition of a Section 3 worker or Targeted Section 3 worker, at the time of hire or the first reporting period, as follows:
(1) For a worker to qualify as a Section 3 worker, one of the following must be maintained:
(i) A worker's self-certification that their income is below the income limit from the prior calendar year;
(ii) A worker's self-certification of participation in a means-tested program such as public housing or Section 8-assisted housing;
(iii) Certification from a PHA, or the owner or property manager of project-based Section 8- assisted housing, or the administrator of tenant-based Section 8-assisted housing that the worker is a participant in one of their programs;
(iv) An employer's certification that the worker's income from that employer is below the income limit when based on an employer's calculation of what the worker's wage rate would translate to if annualized on a full-time basis; or
(v) An employer's certification that the worker is employed by a Section 3 business concern. (2) For a worker to qualify as a Targeted Section 3 worker, one of the following must be maintained:
(i) For a worker to qualify as a Targeted Section 3 worker under subpart B of this part:
(A) A worker's self-certification of participation in public housing or Section 8-assisted housing programs;
(B) Certification from a PHA, or the owner or property manager of project-based Section 8- assisted housing, or the administrator of tenant-based Section 8-assisted housing that the worker is a participant in one of their programs;
(C) An employer's certification that the worker is employed by a Section 3 business concern; or 260

(D) A worker's certification that the worker is a YouthBuild participant. (ii) For a worker to qualify as a Targeted Section 3 worker under subpart C of this part:
(A) An employer's confirmation that a worker's residence is within one mile of the work site or, if fewer than 5,000 people live within one mile of a work site, within a circle centered on the work site that is sufficient to encompass a population of 5,000 people according to the most recent U.S. Census; (B) An employer's certification that the worker is employed by a Section 3 business concern; or (C) A worker's self-certification that the worker is a YouthBuild participant. (c) The documentation described in paragraph (b) of this section must be maintained for the time period required for record retentions in accordance with applicable program regulations or, in the absence of applicable program regulations, in accordance with 2 CFR part 200. (d) A PHA or recipient may report on Section 3 workers and Targeted Section 3 workers for five years from when their certification as a Section 3 worker or Targeted Section 3 worker is established. §75.33 Compliance.
(a) Records of compliance. Each recipient shall maintain adequate records demonstrating compliance with this part, consistent with other recordkeeping requirements in 2 CFR part 200. (b) Complaints. Complaints alleging failure of compliance with this part may be reported to the HUD program office responsible for the public housing financial assistance or the Section 3 project, or to the local HUD field office.
(c) Monitoring. HUD will monitor compliance with the requirements of this part. The applicable HUD program office will determine appropriate methods by which to oversee Section 3 compliance. HUD may impose appropriate remedies and sanctions in accordance with the laws and regulations for the program under which the violation was found

261

EXHIBIT A
File No.: 2.EV.22-24

SUPPLEMENTAL AGREEMENT

SCOPE OF WORK
(PUBLIC SERVICE)

I. GENERAL INFORMATION

CITY NAME: City of Eastvale UEI#: SDYLH5WX47R7

ADDRESS: 12363 Limonite Avenue, Suite 910

Eastvale, CA 91752

CITY PROGRAM CONTACTS: Tammy Ellis, Executive Director

SUBRECIPIENT NAME: Corona-Norco Family YMCA

ADDRESS: 12363 Limonite Avenue, Suite 910, Eastvale, CA 91752

PHONE: 951-736-9622 FAX : (951) 736-6759

E-MAIL: [email protected]

PROJECT NAME: YMCA Senior Health & Wellness Program

PROJECT LOCATION: 13820 Schleisman Road, Eastvale, CA 92880

LEVEL OF ENVIRONMENTAL CLEARANCE: EXEMPT [24 CFR 58.34 (a)(4)]

CDBG ELIGIBILITY CODE: 24 CFR 570.201 (e) Public Services

PROJECT FUNDING SUMMARY: $15,000

Project to be administered by County (HWS) on behalf of CITY: YES NO

II. SCOPE OF SERVICE

A. Activities

City will be responsible for administering a 2024-2025 Community Development Block Grant for the YMCA Senior Health & Wellness Program in a manner satisfactory to the County of Riverside and consistent with any standards required as a condition of providing these funds. Such program will include the following activities eligible under the Community Development Block Grant program:

Activity #1 The Corona-Norco YMCA offers a senior membership program, which includes a Diabetes Prevention Program and Health Wellness classes. CDBG funds will be used to pay for staff salaries (direct cost), space costs, equipment, materials, and other project -related expenses.

262

EXHIBIT A
File No.: 2.EV.22-24

B. National Objective

All activities funded with CDBG funds must comply with one of more of the CDBG program’s National Objective Criteria as required under 24 CFR 570.200(a)(2). CITY certifies that the activity (ies) carried out under this Agreement will meet the following National Objective:

National Objective Criteria: 570.208 (a)(2)(i)(A)

CFR Reference: Low Mod Limited Clientele Presumed

C. Levels of Accomplishment – Goals and Performance Measures

The City agrees to provide the following levels of program services:

Activity Units Total Total
per Month Units/Year Unduplicated Persons

Activity #1 60 60

Unit of Service is defined as: Senior Program Memberships

CPD OUTCOME PERFORMANCE MEASUREMENT

Objectives (select one): Creating Suitable Living Environments Providing Decent Affordable Housing
Creating Economic Opportunities

Outcome (select one): Availability/Accessibility
Affordability
Sustainability (promoting livable or viable communities)

D. City Capacity

By executing this Supplemental Agreement, the City certifies that it and its subrecipients have the appropriate number of trained and knowledgeable staff, adequate facilities, proper equipment, required licensing and permitting, and sufficient amount of fi nancial resources necessary to implement and carry out the activities funded with CDBG funds.

City will immediately notify County of any significant changes in organizational management, assigned staff, change in facilities, loss or change in matching funds, or any other event that could potentially impact City’s performance under this Agreement. Any changes in the above items are subject to the prior approval of the County.

E. Performance Monitoring
The County of Riverside will monitor the performance of the City and its subrecipients against goals and performance standards as stated above. Substandard performance as determined by the County will constitute noncompliance with this Agreement. If action to correct such substandard performance is not taken by the City within a reasonable period of time after being notified by the County, contract suspension or termination procedures will be initiated.

263

EXHIBIT A
File No.: 2.EV.22-24

F. Program Budget

It is expressly agreed and understood that the total amount to be paid by the County under this Agreement shall not exceed $15,000. Drawdowns for the payment of eligible expenses shall be made against the line item budgets specified in this Section and in accordance with performance. Payments may be contingent upon certification of the Subrecipient’s financial management system in ac cordance with the standards specified in Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Fede ral Awards (2 CFR Part 200).

The County may require a more detailed budget breakdown than the one contained herein, and the City shall provide such supplementary budget information in a timely fashion in the form and content prescribed by the County. Any amendments to the budget must be approved in writing by both the County and City.

Line Item CDBG Granted
Funds
Total Non-
CDBG Funds
Total
Activity/Project
Budget
Notes

Total Direct Program
Expenses

$15,000

$0

$15,000

Salaries
Fringe
Office Space (Program Only)
Utilities
Communications
Reproduction/Printing
Supplies and Materials
Mileage
Equipment (Program Only)
Audit
Transportation
Other: Memberships

Total Indirect Program
Expenses

Indirect Costs (Specify)*

TOTAL CDBG BUDGET $15,000 $15,000 $15,000 $0

* All indirect costs must be pre -approved by the County. City must submit an Indirect Cost Allocation Plan to County, in a form specified by County, demonstrating the appropriate share of general and administrative costs.

264

EXHIBIT A
File No.: 2.EV.22-24

G. Total Amount of Non- CDBG Leveraging

TYPE SOURCE AMOUNT SOURCE AMOUNT SOURCE AMOUNT TOTAL

FEDERAL

STATE/LOCAL

PRIVATE
OTHER
TOTAL: __$0_____________

III. ADMINISTRATIVE REQUIREMENTS

A. Accounting Standards

The City agrees to comply with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200), and agrees to adhere to the accounting principles and procedures required therein, utilize adequate internal controls, and maintain necessary source documentation for all costs incurred.

B. Cost Principles

The City shall administer its program in conformance with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200).

These principles shall be applied for all costs incurred whether charged on a direct or indirect basis.

C. Documentation and Record Keeping

1. Records to be Maintained.

The City and its subrecipients will maintain all records required by the Federal regulations specified in 24 CFR 570.506, that are pertinent to the activities to be funded under this Agreement. Such records shall include but not be limited to:

i Records providing a full description of each activity undertaken; ii. Records demonstrating that each activity undertaken meets one of the National Objectives of the CDBG program;
iii. Records required to determine the eligibility of activities; iv. Records required to document the acquisition, improvement, use or disposition of real property acquired or improved with CDBG assistance; v. Records documenting compliance with the fair housing and equal opportunity components of the CDBG program;
vi. Financial records as required by 24 CFR 570.502, and 2 CFR 200; and vii. Other records necessary to document compliance with Subpart K of 24 CFR Part 570.

265

EXHIBIT A
File No.: 2.EV.22-24

2. Records Retention:

The City shall retain all CDBG-related financial records, supporting documents, contracts, and agreements for a period of four (4) years. The retention period begins on the date of the submission of the County’s annual performance and evaluation report to HUD in which the activities assisted under the Agreement are reported for the final time. The City will retain all National Objective documentation, including low - moderate income certification, ethnicity, and other pertinent data for a period of four (4) years after submission of the County’s annual performance and evaluation report to HUD. Notwithstanding the above, if there is litigation, claims, audits, negotiations or other actions that involve any of the records cited and that have started before the expiration of the four- year period, then such records must be retained until completion of the actions and resolution of all issues.

3. Client Data:

The City shall maintain client data demonstrating client eligibility for services provided. Such data shall include, but not be limited to, client name, address, income level or other basis for determining eligibility, and description of service provided. Such information shall be made available to County monitors or their designees for review upon request.

4. Disclosure:

The City understands that client information collected under this contract is private and the use or disclosure of such information, when not directly connected with the administration of the County’s or City’s responsibilities with respect to services provided under this contract, is prohibited by applicable federal and State law unless written consent is obtained from such person receiving service and, in the case of a minor, that of a responsible parent/guardian.

5. Close-outs:

The City’s obligation to the County shall not end until all close-out requirements are completed. Activities during this close -out period shall include, but are not limited to: making final payments, disposing of program assets (including the return of al l unused materials, equipment, unspent cash advances, program income balances, and accounts receivable to the County), and determining the custodianship of records.

Notwithstanding the foregoing, the terms of this Agreement shall remain in effect during any period that the City has control over CDBG funds, including program income.

6. Audits & Inspections:

All City records with respect to any matters covered by this Agreement shall be made available to the County, HUD, and the Controller General of the United States or any of their authorized representatives, at any time during normal business hours, as often as deemed necessary, to audit, examine, and make excerpts or transcripts of all relevant data. Any deficiencies noted in audit reports must be fully cleared by the City within 30 days after receipt by the City. Failure of the City to comply with the above audit requirements will constitute a violation of this contract and may result in the withholding of future payments. The City hereby agrees to have an annual agency audit conducted in accordance with current County policy concerning subrecipient audits, the Single Audit Act, and the Office of Management and Budget (OMB) Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Costs Principles, and Audit Requirements for Federal Awards (Uniform Guidance). 266

EXHIBIT A
File No.: 2.EV.22-24

IV. PROJECT IMPLEMENTATION AND SCHEDULE

Unless pre-approved by County, CITY will perform and complete the activities described in Section II in conformance with the schedule of tasks and milestones listed below:

Tasks / Milestone Start Date Completion Date

Completed Training September 2024 September 2024

Execute Subrecipient Agreements July 1, 2024 March 15, 2025

(HWS must approve)

Implement Program Activities July 1, 2024 March 15, 2025

Execute Supplemental Agreement September 2024 November 2024 1 & Notice to Incur Cost

City Submit Quarterly October 2024
Performance Reports to County December 2024
March 2025
June2025

County Monitoring of City TBD TBD
Performance

City submit Monthly September 2024 July 1, 2025
Direct Benefit Reports

City Submits Reimbursement
Requests

Monthly Submittal September 2024 June 2025

Other Schedule

CDBG Program Services Complete TBD

V. SPECIAL CONDITIONS /PERFORMANCE REQUIREMENTS
Sponsor must collect eligibility self-certifications from every participant in the CDBG -funded program.

At a minimum, participants must certify that they are 55 years of age or older, and they must report their ethnicity. This documentation must be submitted to HWS on a monthly basis for new participants.

267

EXHIBIT B
File No.: 2. EV.23-24

SUPPLEMENTAL AGREEMENT

SCOPE OF WORK
(PUBLIC SERVICE)

I. GENERAL INFORMATION

CITY NAME: City of Eastvale UEI#: CLDHKNUMVJE3

ADDRESS: 12363 Limonite Avenue, Suite 910

Eastvale, CA 91752

CITY PROGRAM CONTACTS: Mark Orme, City Manager

SUBRECIPIENT NAME:

ADDRESS: 12363 Limonite Avenue, Suite 910, Eastvale, CA 91752

PHONE: 951-361-0900 FAX :

E-MAIL: [email protected]

PROJECT NAME: City of Eastvale Home Enhancement Program

PROJECT LOCATION: Citywide

LEVEL OF ENVIRONMENTAL CLEARANCE: EXEMPT [24 CFR 58.34 (a)(4)]

CDBG ELIGIBILITY CODE: 24 CFR 570.201 (e) Public Services

PROJECT FUNDING SUMMARY: $143,629

Project to be administered by County (HWS) on behalf of CITY: YES NO

II. SCOPE OF SERVICE

A. Activities

City will be responsible for administering a 2024-2025 Community Development Block Grant for the City of Eastvale Home Enhancement Program in a manner satisfactory to the County of Riverside and consistent with any standards required as a condition of providing these funds. Such program will include the following activities eligible under the Community Development Block Grant program:

Activity #1 CDBG funds will be used to pay for costs associated with grants to assist homeowners with there rehabilitation of stick-built and modular (attached to private land) owner -occupied single-family residences in the City of Eastvale. Grants are for the costs o f exterior rehabilitation relative to the health, safety, and Housing Quality Standards of a property as defined by the U.S. Department of Housing and Urban Development.

268

EXHIBIT B
File No.: 2. EV.23-24

B. National Objective

All activities funded with CDBG funds must comply with one of more of the CDBG program’s National Objective Criteria as required under 24 CFR 570.200(a)(2). CITY certifies that the activity (ies) carried out under this Agreement will meet the following National Objective:

National Objective Criteria: 570.208 (a)(3)

CFR Reference: Low Mod Limited Clientele-Housing Activities

C. Levels of Accomplishment – Goals and Performance Measures

The City agrees to implement and complete the following activity(ies):

Activity #1 Partner with County to advertise the Home Enhancement Program to its residents.

Activity #2- Partner with the County for carry out Home Enhancement Program activities.

CPD OUTCOME PERFORMANCE MEASUREMENT

Objectives (select one): Creating Suitable Living Environments Providing Decent Affordable Housing
Creating Economic Opportunities

Outcome (select one): Availability/Accessibility
Affordability
Sustainability (promoting livable or viable communities)

D. City Capacity

By executing this Supplemental Agreement, the City certifies that it and its subrecipients have the appropriate number of trained and knowledgeable staff, adequate facilities, proper equipment, required licensing and permitting, and sufficient amount of fi nancial resources necessary to implement and carry out the activities funded with CDBG funds.

City will immediately notify County of any significant changes in organizational management, assigned staff, change in facilities, loss or change in matching funds, or any other event that could potentially impact City’s performance under this Agreement. Any changes in the above items are subject to the prior approval of the County.

E. Performance Monitoring
The County of Riverside will monitor the performance of the City and its subrecipients against goals and performance standards as stated above. Substandard performance as determined by the County will constitute noncompliance with this Agreement. If action to correct such substandard performance is not taken by the City within a reasonable period of time after being notified by the County, contract suspension or termination procedures will be initiated.

269

EXHIBIT B
File No.: 2. EV.23-24

F. Program Budget

It is expressly agreed and understood that the total amount to be paid by the County under this Agreement shall not exceed $143,629. Drawdowns for the payment of eligible expenses shall be made against the line item budgets specified in this Section and in accordance with performance. Payments may be contingent upon certification of the Subrecipient’s financial management system in ac cordance with the standards specified in Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Fed eral Awards (2 CFR Part 200).

The County may require a more detailed budget breakdown than the one contained herein, and the City shall provide such supplementary budget information in a timely fashion in the form and content prescribed by the County. Any amendments to the budget must be approved in writing by both the County and City.

The City agrees to implement and complete the following activity(ies):

Activity #1 Partner with County to advertise the Home Enhancement Program to its residents.

Activity #2- Partner with the County for carry out Home Enhancement Program activities.

Line Item CDBG Granted
Funds
Total of Non-
CDBG Funds
Total
Activity/Project
Budget
Notes
Design/Engineering Costs X $0 $143,629

Project Administration Costs

X

Construction Costs

X

Acquisition Costs

Relocations Costs

Capital Equipment Costs

Code Enforcement

Clearance

Interim Assistance

Indirect Costs:

TOTAL CDBG BUDGET $143,629 $0 $143,629

* All indirect costs must be pre -approved by the County. City must submit an Indirect Cost Allocation Plan to County, in a form specified by County, demonstrating the appropriate share of general and administrative costs.

270

EXHIBIT B
File No.: 2. EV.23-24

G. Total Amount of Non- CDBG Leveraging

TYPE SOURCE AMOUNT SOURCE AMOUNT SOURCE AMOUNT TOTAL

FEDERAL

STATE/LOCAL

PRIVATE
OTHER
TOTAL: _____$0______________

III. ADMINISTRATIVE REQUIREMENTS

A. Accounting Standards

The City agrees to comply with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200), and agrees to adhere to the accounting principles and procedures required therein, utilize adequate internal controls, and maintain necessary source documentation for all costs incurred.

B. Cost Principles

The City shall administer its program in conformance with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200).

These principles shall be applied for all costs incurred whether charged on a direct or indirect basis.

C. Documentation and Record Keeping

1. Records to be Maintained.

The City and its subrecipients will maintain all records required by the Federal regulations specified in 24 CFR 570.506, that are pertinent to the activities to be funded under this Agreement. Such records shall include but not be limited to:

i Records providing a full description of each activity undertaken; ii. Records demonstrating that each activity undertaken meets one of the National Objectives of the CDBG program;
iii. Records required to determine the eligibility of activities; iv. Records required to document the acquisition, improvement, use or disposition of real property acquired or improved with CDBG assistance; v. Records documenting compliance with the fair housing and equal opportunity components of the CDBG program;
vi. Financial records as required by 24 CFR 570.502, and 2 CFR 200; and vii. Other records necessary to document compliance with Subpart K of 24 CFR Part 570.

271

EXHIBIT B
File No.: 2. EV.23-24

2. Records Retention:

The City shall retain all CDBG-related financial records, supporting documents, contracts, and agreements for a period of four (4) years. The retention period begins on the date of the submission of the County’s annual performance and evaluation report to HUD in which the activities assisted under the Agreement are reported for the final time. The City will retain all National Objective documentation, including low - moderate income certification, ethnicity, and other pertinent data for a period of four (4) y ears after submission of the County’s annual performance and evaluation report to HUD. Notwithstanding the above, if there is litigation, claims, audits, negotiations or other actions that involve any of the records cited and that have started before the e xpiration of the four -year period, then such records must be retained until completion of the actions and resolution of all issues.

3. Client Data:

The City shall maintain client data demonstrating client eligibility for services provided. Such data shall include, but not be limited to, client name, address, income level or other basis for determining eligibility, and description of service provided. Such information shall be made available to County monitors or their designees for review upon request.

4. Disclosure:

The City understands that client information collected under this contract is private and the use or disclosure of such information, when not directly connected with the administration of the County’s or City’s responsibilities with respect to services provided under this contract, is prohibited by applicable federal and State law unless written consent is obtained from such person receiving service and, in the case of a minor, that of a responsible parent/guardian.

5. Close-outs:

The City’s obligation to the County shall not end until all close-out requirements are completed. Activities during this close -out period shall include, but are not limited to: making final payments, disposing of program assets (including the return of al l unused materials, equipment, unspent cash advances, program income balances, and accounts receivable to the County), and determining the custodianship of records.

Notwithstanding the foregoing, the terms of this Agreement shall remain in effect during an y period that the City has control over CDBG funds, including program income.

6. Audits & Inspections:

All City records with respect to any matters covered by this Agreement shall be made available to the County, HUD, and the Controller General of the United States or any of their authorized representatives, at any time during normal business hours, as often as deemed necessary, to audit, examine, and make excerpts or transcripts of all relevant data. Any deficiencies noted in audit reports must be fully cleared by the City within 30 days after receipt by the City. Failure of the City to comply with the abov e audit requirements will constitute a violation of this contract and may result in the withholding of future payments. The City hereby agrees to have an annual agency audit conducted in accordance with current County policy concerning subrecipient audits, the Single Audit Act, and the Office of Management and Budget (OMB) Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Costs Principles, and Audit Requirements for Federal Awards (Uniform Guidance). 272

EXHIBIT B
File No.: 2. EV.23-24

IV. PROJECT IMPLEMENTATION AND SCHEDULE

Unless pre -approved by County, CITY will perform and complete the activities described in Section II in conformance with the schedule of tasks and milestones listed below:

Tasks / Milestone Start Date Completion Date

Complete CDBG Training September 2024 September 2024

Implement Project Activities Upon Notification from HWS

Execute Supplemental Agreement September 2024 March 28 2025 & Notice to Incur Cost

Tasks / Milestone Start Date Completion Date

Submit Performance October 2024 June 30, 2025
Reports to County

County Monitoring of City To be determined by Program Manager Program/Performance

1. City executes Supplemental Agreement; receives Authorization to Incur Cost letter

2. HWS prepares final construction documents (incorporating Special Federal Provisions) for HWS review and approval

3. HWS advertise for bids

4. HWS reviews and approves bidding process

5. HWS awards construction contract

6. HWS conduct “pre-construction meeting”

7. HWS authorizes issue of “Notice to Proceed”

8. HWS Submits Reimbursement Requests

Monthly Submittal
Other Schedule To be determined by Program Manager

CDBG-funded Project Complete June 30, 2025

V. SPECIAL CONDITIONS /PERFORMANCE REQUIREMENTS

It is required that the City and County of Riverside HWS adhere to the Home Enhancement Program Policies and no limitations will be placed on the year and date home was built for Homes that demonstrate and Health and Safety issues and/or risks. Home Enhancement improvement activities will be administered by the County on behalf of the City and will not be subject to Section 23 construction activities.
273

SUBRECIPIENT AGREEMENT FOR THE USE OF

COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS
FOR FISCAL YEAR 2024-2025

This Subrecipient Agreement for the use of Community Development Block Grant funds for Fiscal Year 2024-2025, hereinafter referred to as “Agreement” is made and entered into this ______ day of __________ 2024, by and between the CITY OF EASTVALE, an incorporated municipality within the geographical boundaries of the County of Riverside, hereinafter referred to as "CITY”, and CORONA-NORCO FAMILY YOUNG MEN’S CHRISTIAN ASSOCIATION (YMCA), a California non -profit corporation, hereinafter referred to as “SUBRECIPIENT. ” City and Subrecipient individually referred to herein as “Party” and collectively as the “Parties. ”

RECITALS
WHEREAS, the Housing and Community Development Act of 1974, as amended (42 U.S.C.A. § 5301 et seq.) (Public Law 93-383), hereinafter called "ACT" , provides that Community Development Block Grant funds hereinafter referred to as "CDBG" , may be used for the support of activities that provide decent housing, suitable living environments, and expanded economic opportunities principally for persons of low and moderate-income; and WHEREAS, the CITY has received CDBG funding for the 2024-2025 program year through the County of Riverside’s Urban County CDBG program; and
WHEREAS, the CDBG-assisted activities described herein comply with one of the national objectives as required under 24 CFR §570.200(a)(2).

NOW THEREFORE, the CITY and SUBRECIPIENT mutually agree as follows:

1. PURPOSE. SUBRECIPIENT promises and agrees to undertake and assist with the CITY’s CDBG activities by utilizing the sum of fifteen thousand dollars ($15,000), CDBG Entitlement Funds, as specifically identified in Exhibit “A” , which is attached hereto and by this reference is incorporated herein, for the following project: YMCA Senior Health & Wellness Program.

2. TERM OF AGREEMENT. The term of this Agreement shall be for the period of one (1) year from JULY 1, 2024 to JUNE 30, 2025. Final reimbursement submission is due to the City on or before March 1, 2025.

3. INCORPORATION OF SUPPLEMENTAL AGREEMENT . All applicable terms and conditions of the Supplemental Agreement for the use of 2024 -2025 CDBG funds, between the 274
County of Riverside and the CITY , Exhibit “B” of which is attached, are hereby incorporated into and made part of this Agreement.

4. LETTER TO PROCEED . SUBRECIPIENT shall not initiate nor incur expenses for the CDBG funded project/activity covered under the terms of this Agreement prior to receiving written authorization from the CITY to proceed.

5. NOTICES. Each notice, request, demand, consent, approval or other communication which the CITY or SUBRECIPIENT is required or permitted to give to the other party pursuant to this Agreement shall be in writing and sent to the individuals outlined in Exhibit “C” . Should the information outlined in Exhibit “C” need to be updated or changed it will be requested in writing within a timeframe that does not impact the progress of the program.

6. DISTRIBUTION OF FUNDS.

A. The CITY shall pay to the SUBRECIPIENT the sum specified under “ 1.

PURPOSE” above on a reimbursement basis for all approved costs.

B. The SUBRECIPIENT shall submit once a month to the CDBG Program Administrator of the CITY a certified statement setting forth in detail the expenditures made for which it is asking reimbursement along with pertinent supporting documentation.

C. The CITY shall promptly review the monthly expenditure statement and reimburse the SUBRECIPIENT for the approved costs in accordance with its usual accounting procedures.

D. The CITY may require from the SUBRECIPIENT such supporting documentation as may be necessary and appropriate for the CITY to make its determination.

E. Each disbursement of CDBG funds shall be made within thirty (30) days after the SUBRECIPIENT has submitted, to the CITY , a complete and approved statement of expenditures.

F. In the event the United States Department of Housing and Urban Development determines the purpose or any of the expenditures above as ineligible for funding by the CITY , the SUBRECIPIENT shall reimburse the CITY the amount of the cost.

7. RECORDS AND INSPECTIONS.

A. SUBRECIPIENT shall establish and maintain financial, programmatic, statistical, and other supporting records of its operations and financial activities in accordance with 24 CFR 570, Part 84, 570.506, and OMB Circulars, A-122, and A-133, as applicable, as they relate to the acceptance and use of federal funds under this Agreement. Said records shall be retained for 275
such time as may be required by the regulations of the Housing and Community Development Act, but in no case for less than five (5) years from the date of this Agreement.

B. SUBRECIPIENT shall maintain a separate account for CDBG Entitlement funds received as set forth in Exhibit "A" .

C. SUBRECIPIENT shall obtain an external audit in accordance with the U.S.

Department of Housing and Urban Development single audit regulations (24 CFR Part 44.6). Audits shall usually be performed annually but not less frequently than every two years. Nonpro fit institutions and government agencies that expend less than $750,000 a year in Federal awards are exempt from Federal audit requirements, but records must be available for review by appropriate officials of the Federal grantor agency or sub granting entity. The audit report shall be submitted to the CITY within 180 days after the end of the County’s fiscal year.

D. SUBRECIPIENT shall, during the normal business hours make available to CITY , County of Riverside, the Department of Housing and Urban Development, and any other authorized Federal official, for examination and copying all of its records and other materials with respect to matters covered by this Agreement.

E. SUBRECIPIENT shall submit to the CITY copies of all studies and reports prepared for this project and the CITY shall have the right to the use and benefit of all such studies and reports.

F. If this CDBG -funded activity meets a National Objective by serving limited clientele as defined in 24 CFR 570.208(a)(2)(i), the SUBRECIPIENT shall ensure that at least fifty-one percent (51%) of the persons benefiting from the CDBG funded activities are of low and moderate- income and meet the applicable household income guidelines. The SUBRECIPIENT must provide the required income certification and direct benefit documentation, in writing, to the CITY pursuant to the reporting requirements as set forth in the attached Exhibit “B”.

8. COMPLIANCE WITH LAWS AND REGULATIONS . The SUBRECIPIENT shall comply with all applicable federal, state and local laws, regulations and ordinances. By executing this Agreement, the SUBRECIPIENT hereby certifies that it will adhere to and comply with the following as they may be applicable to funds granted pursu ant to the Housing and Community Development Act of 1974, as amended:

A. The Housing and Community Development Act of 1974, as amended, and the regulations issued thereto;
B. Section 3 of the Housing and Urban Development Act of 1968, as amended; 276
C. Executive Order 11246, as amended by Executive Orders 11375 and 12086, and implementing regulations at 41 CFR Chapter 60;
D. Executive Order 11063, as amended by Executive Order 12259, and implementing regulations at 24 CFR Part 107;
E. Section 504 of the Rehabilitation Act of 1973 (PL 93 -112), as amended, and implementing regulations;
F. The Age Discrimination Act of 1975 (PL 94 -135), as amended, and implementing regulations;
G. The relocation requirements of Title II and the acquisition requirements of Title III of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, and the implementing regulations at 24 CFR Part 42;
H. The labor standard requirements as set forth in 24 CFR Part 570, Subpart K and HUD regulations issued to implement such requirements; I. Executive Order 11988 relating to the evaluation of flood hazards and Executive Order 11288 relating to the prevention, control and abatement of water pollution; J. The flood insurance purchase requirements of Section 102(a) of the Flood Disaster Protection Act of 1973 (PL 93-234);
K. The regulations, policies, guidelines and requirements of 24 CFR Part 85 "Common Rule, " OMB Circular Nos. A-122 and A -133 as they relate to the acceptance and use of federal funds under the federally-assigned program;
L. Title VI of the Civil Rights Act of 1964 (PL 88 -352) and implementing regulations issued at 24 CFR Part 1;
M. Title VIII of the Civil Rights Act of 1968 (PL 90-284) as amended; and N. The lead-based paint requirements of 24 CFR Part 35 issued pursuant to the Lead-based Paint Poisoning Prevention Act (42 USC 4801, et seq.); O. Uniform Administration Requirements pursuant to 24 CFR 570.502.

P. The SUBRECIPIENT shall carry out its activity pursuant to this Agreement in compliance with all federal laws and regulations described in Subpart K of Title 24 of the Code of Federal Regulations, except that (1) The SUBRECIPIENT does not assume the CITY'S environmental responsibilities described at §570.604; and (2) The SUBRECIPIENT does not assume the CITY'S responsibility for initiating the review process under the provisions of 24 CFR Part 52.

Q. All Uniform Administrative Requirements pursuant to 24 CFR 570.502. 277

9. HOLD HARMLESS AND INDEMNIFICATION.

A. SUBRECIPIENT shall indemnify and hold harmless the County of Riverside, its Agencies, Districts, Special Districts and Departments, their respective directors, officers, Board of Supervisors, elected and appointed officials, employees, agents and representatives from any liability whatsoever, based or asserted upon any services of SUBRECIPIENT, its officers, employees, subcontractors, agents or representatives arising out of or in any way relating to this Agreement, including but not limited to property damage, bodily injury, or death or any other element of any kind or nature whatsoever arising from the performance of SUBRECIPIENT, its officers, agents, employees, subcontractors, agents or representatives from this Agreement. SUBRECIPIENT shall defend, at its sole expense, all costs and fees including, but not limited, to attorney fees, cost of investigation, defense and settlements or awards, the County of Riverside, its Agencies, Districts, Special Districts and Departments, their respective directors, officers, Board of Supervisors, elected and appointed officials, employees, agents and representatives in any claim or action based upon such alleged acts or omissions. With respect to any action or claim subject to indemnification herein by SUBRECIPIENT, shall, at their sole cost, have the right to use counsel of their own choice and shall have the right to adjust, settle, or compromise any such action or claim without the prior consent of County of Riverside; provided, however, that any such adjustment, settlement or compromise in no manner whatsoever limits or circumscribes SUBRECIPIENT’S indemnification to County of Riverside as set forth herein. SUBRECIPIENT’S obligation hereunder shall be satisfied when SUBRECIPIE NT has provided to County of Riverside the appropriate form of dismissal relieving County of Riverside from any liability for the action or claim involved.

B. The specified insurance limits required in this Agreement shall in no way limit or circumscribe SUBRECIPIENT’S obligations to indemnify and hold harmless the County of Riverside herein from third party claims.

C. SUBRECIPIENT shall indemnify and hold harmless the CITY , its Agencies, Districts, Special Districts and Departments, their respective directors, officers, Board of Supervisors, elected and appointed officials, employees, agents and representatives from any liability whatsoever, based or asserted upon any services of SUBRECIPIENT, its officers, employees, subcontractors, agents or representatives arising out of or in any way relating to this Agreement, including but not limited to property damage, bodily injury, or death or any other element of any kind or nature whatsoever arising from the performance of SUBRECIPIENT, its officers, agents, employees, subcontractors, agents or representatives from this Agreement. SUBRECIPIENT shall 278
defend, at its sole expense, all costs and fees including, but not limited, to attorney fees, cost of investigation, defense and settlements or awards, the CITY, its Agencies, Districts, Special Districts and Departments, their respective directors, officers, Board of Supervisors, elected and appointed officials, employees, agents and representatives in any claim or action based upon such alleged acts or omission s. With respect to any action or claim subject to indemnification herein by SUBRECIPIENT, shall, at their sole cost, have the right to use counsel of their own choice and shall have the right to adjust, settle, or compromise any such action or claim without the prior consent of the CITY; provided, however, that any such adjustment, settlement or compromise in no manner whatsoever limits or circumscribes SUBRECIPIENT’S indemnification to the CITY as set forth herein.

SUBRECIPIENT’S obligation hereunder shall be satisfied when SUBRECIPIENT has provided to the CITY the appropriate form of dismissal relie ving the CITY from any liability for the action or claim involved.

D. The specified insurance limits required in this Agreement shall in no way limit or circumscribe SUBRECIPIENT’S obligations to indemnify and hold harmless the C ITY herein from third party claims.

10. INSURANCE. Without limiting or diminishing the SUBRECIPIENT’S obligation to indemnify or hold the CITY and the County of Riverside harmless, SUBRECIPIENT shall procure and maintain or cause to be maintained, at its sole cost and expense, the following insurance coverage’s during the term of this Agreement:

A. SUBRECIPIENT shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the activities performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit.

B. SUBRECIPIENT shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the SUBRECIPIENT arising out of or in connection this Agreement, including coverage for owned, hired and non -owned vehicles, in an a mount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.

11. PROGRAM INCOME . SUBRECIPIENT, who is a subrecipient as defined in Section 570.500(c) and 570.504, shall not retain any program income as defined in Section 570.500 of Title 24 279
of the Federal Code of Regulations. Any and all program income shall be retained by the County of Riverside.

12. INDEPENDENT CONTRACTOR. SUBRECIPIENT and its agents, servants and employees shall act at all times in an independent capacity during the term of this Agreement, and shall not act as, shall not be, nor shall they in any manner be construed to be agents, officers or employees of the CITY or the County of Riverside.

13. NONDISCRIMINATION. SUBRECIPIENT shall abide by §570.601 and §570.912 of Title 24 of the Federal Code of Regulations, which require that no person in the United States shall on the ground of race, color, religion, national origin, or sex, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity funded in whole or in part with CDBG funds.

14. RELIGIOUS ACTIVITIES and CONFLICT OF INTEREST . Under federal regulations, CDBG assistance may not be used for inherently religious activities or provided to primarily religious entities for any activities including secular activities. SUBRECIPIENT shall adhere to the restrictions set forth in 24 CFR 570.200(j), and 570.611 and by this reference is incorporated herein.

15. TERMINATION.

A. SUBRECIPIENT may not terminate this Agreement except upon express written consent of CITY .

B. Notwithstanding the provisions of Paragraph 2, CITY may suspend or terminate this Agreement upon written notice to SUBRECIPIENT of the action being taken and the reason for such action (1) In the event the SUBRECIPIENT fails to perform the covenants herein contained at such times and in such manner as provided in this Agreement; or (2) In the event there is a conflict with any federal, state or local law, ordinance, regulation or rule rendering any of the provisions of this Agreement invalid or untenable; or (3) In the event the funding from the Department of Housing and Urban Development referred to in “1. PURPOSE” above is terminated or otherwise becomes unavailable.

C. This Agreement may be terminated, or funding suspended in whole or in part for cause in accordance with 24 CFR 85.43. Cause shall be based on the failure of the SUBRECIPIENT to materially comply with either the terms or conditions of this Agreement. Upon suspension of funding, the SUBRECIPIENT agrees not to incur any costs related thereto, or connected with, any area of conflict from which the CITY has determined that suspension of funds is necessary. The award may be terminated for convenience in accordance with 24 CFR 85.44. 280
D. Reversion of Assets (1) Upon expiration of this Agreement, the SUBRECIPIENT shall transfer to the CITY any CDBG funds on hand at the time of expiration of the Agreement as well as any accounts receivable held by SUBRECIPIENT which are attributable to the use of CDBG funds awarded pursuant to this Agreement; or (2) Any real property under the SUBRECIPIENT’S control that was acquired or improved in whole or in part with CDBG funds (including CDBG funds provided to the SUBRECIPIENT in the form of a loan) in ex cess of $25,000 is either (i) Used to meet one of the National Objectives in Sec. 570.208 until five years after expiration of this agreement, or for such longer period of time as determined to be appropriate by the CITY; or (ii) Not used in accordance with Section (i) above, in which event the SUBRECIPIENT shall pay to the CITY an amount equal to the current market value of the property less any portion of the value attributable to expenditures of non- CDBG funds for the acquisition of, or improvement to, the property.

16. PROGRAM MONITORING AND EVALUATION. SUBRECIPIENT shall be monitored and evaluated in terms of its effectiveness and timely compliance with the provisions of this Agreement and the effective and efficient achievement of the Program Objectives. Monthly reports shall be due on the fifteenth (15th) day of the month immediately following the end of the month being reported.

The monthly written reports shall include, but shall not be limited to the following data elements:

A. Title of program, listing of components, description of activities/operations.

B. The projected goals, indicated numerically, and also the goals achieved (for each report period). In addition, identify by percentage and description, the progress achieved towards meeting the specified goals; additionally, identify any problems encountered in meeting goals.

C. If the CDBG funded Activity meets National Objective under 24 CFR 570.208 (a)(2)(i)(B), SUBRECIPIENT shall report the following:
(1) Total direct beneficiaries (clientele served) with household income:
(i) Above 80% MHI
(ii) Between 50% and 80% MHI (Low-Income)
(iii) Between 30% and 50% MHI (Very Low-Income)
(iv) Below 30% MHI (Extremely Low-Income)
(2) Total number and percentage of all clients at or below 80% MHI (3) Racial ethnicity of clientele
(4) Number of Female-Headed Households
281
D. SUBRECIPIENT shall report beneficiary statistics monthly, or as otherwise required, to CITY on the pre -approved Direct Benefit Form and Self - Certification Form (certifying income, family size, and racial ethnicity) as required by HUD. In the event that HU D or CITY implement changes to the reporting requirements, SUBRECIPIENT will be provided with updated forms and instructions necessary to comply with the reporting requirements of the CPD Outcome Performance Measurement System.

E. SUBRECIPIENT must collect income self-certifications from every individual or family participating in CDBG -funded activities or the parent or legal guardian of every child participating in CDBG -funded activities. This includes family income, family size, and ethnicity .

Income verifications are required from at least 10% of all clientele. S UBRECIPIENT must submit reimbursement request monthly or in accordance with other County of Riverside and CITY approved schedule. Final reimbursement requests must be received by the CITY no later than March 1, 2023.

17. ENTIRE AGREEMENT. This Agreement, including any attachments or exhibits hereto constitutes the entire Agreement of the parties with respect to its subject matter and supersedes all prior and contemporaneous representations, proposals, discussions and communications, whether oral or in writing. No oral understanding or agreement not incorporated herein shall be binding on any of the parties hereto. Each of the attachments and exhibits attached hereto is incorporated herein by this reference.

18. PROJECT ELIGIBILITY. As to the SUBRECIPIENT or its claimants, the CITY shall bear no liability for any later determination by the United States Government, the Department of Housing and Urban Development, or any other person or entity, that SUBRECIPIENT is or is not eligible under 24 CFR Part 570 to receive CDBG funds.

19. MODIFICATION OF AGREEMENT. This agreement may be modified or amended only by a writing signed by the duly authorized and empowered representatives of the CITY and SUBRECIPIENT, respectively.

20. SEVERABILITY. Each section, paragraph and provision of this Agreement is severable from each other provision, and if any provision or part thereof is declared invalid, the remaining provisions shall remain in full force and effect.

21. EMPLOYMENT OPPORTUNITIES TO BE CAUSED BY PROJECT. SUBRECIPIENT agrees to notify in writing, the CITY of any and all job openings that are caused by the CDBG-funded Project under this Agreement.
282

22. AUTHORITY TO EXECUTE . The persons executing this Agreement, or exhibits attached hereto on behalf of the parties to this Agreement hereby warrant and represent that they have the authority to execute this Agreement and warrant and represent that they have the authority to bind the respective parties to this Agreement to the performance of its obligations hereunder.

23. EFFECTIVE DATE. The effective date of this Agreement is the date the parties sign the Agreement. If the parties sign the Agreement on more than one date, then the last date the Agreement is signed by a party shall be the effective date.

24. FORCE MAJEURE.

A. Performance by either party hereunder shall not be deemed to be in default where delays or defaults are due to war, insurrection, strikes, lock -outs, riots, floods, earthquakes, fires, casualties, acts of God, acts of the public enemy, epidemics, pandemic, quarantine restrictions, freight embargoes, lack of transportation, governmental restrictions or priority, litigation, unusually severe weather, inability to secure necessary labor, material or tools, delays of any contractor, sub-contractor or supplier, acts of the other party, acts or failure to act of a public or governmental agency or entity, or any causes beyond the control or without the fault of the party claiming an extension of time to perform.

B. An extension of time for any such cause (a “Force Majeure Delay”) shall be for the period of the enforced delay and shall commence to run from the time of the commencement of the cause, if notice by the party claiming such extension is sent to the other pa rty within thirty (30) calendar days of knowledge of the commencement of the cause. Notwithstanding the foregoing, none of the foregoing events shall constitute a Force Majeure Delay unless and until the party claiming such delay and interference delivers to the other party written notice describing the event, its cause, when and how such party obtained knowledge, the date the event commenced, and the estimated delay resulting therefrom. Any party claiming a Force Majeure Delay shall deliver such written notice within thirty (30) calendar days after it obtains knowledge of the event.

[Remainder of Page Intentionally Blank]
[Signatures on Following Page]

283
IN WITNESS WHEREOF , the CITY and the SUBRECIPIENT have executed this agreement as of the date listed below:

CITY OF EASTVALE, SUBRECIPIENT
a General law City CORONA-NORCO FAMILY YOUNG MEN’S

CHRISTIAN ASSOCIATION (YMCA),
a California Non-Profit Corporation

BY: __________________________ BY: __________________________ Mark Orme, City Manager Name:

Title:

Date: ________________________ Date: ________________________

ATTEST:

BY: __________________________
Marc Donohue, City Clerk

APPROVED AS TO FORM:

BY: __________________________
Erica Vega, City Attorney

284

EXHIBIT A

SUPPLEMENTAL AGREEMENT

SCOPE OF WORK

-PLACEHOLDER-
-COUNTY OF RIVERSIDE WILL SEND SUPPLEMENTAL AGREEMENT AND SCOPE OF WORK-

285

EXHIBIT B

SUPPLEMENTAL AGREEMENT

-PLACEHOLDER-
-COUNTY OF RIVERSIDE WILL SEND SUPPLEMENTAL AGREEMENT AND SCOPE OF WORK-

286

EXHIBIT C

PROGRAM CONTACT INFORMATION

Should the information outlined below need to be updated or changed it will be requested in writing within a timeframe that does not impact the progress of the program.

CITY

CDBG PROGRAM ADMINISTRATOR
Samantha Greven, Management Analyst
City of Eastvale
12363 Limonite Avenue, Suite 910
Eastvale, CA 91752
[email protected]

SUBRECIPIENT

PROGRAM MANAGER
Sam Albrecht, Program Manager
Corona-Norco Family Young Men’s Christian Association (YMCA) 1331 River Road
Corona, CA 92878
[email protected]

287

AGENDA STAFF REPORT

City Council Meeting

CONSENT CALENDAR

Agenda Item No. 11.9
January
8, 2025
Reciprocal License Agreement between the City of Eastvale and the City of Ontario for the installa/on and use of Flock Safety cameras.

Prepared By:

Johnny Terfehr, Community Safety Director
Recommended Action(s)
Staff recommends that the City Council authorize the City Manager to execute the Reciprocal License Agreement with the City of Ontario for the installa#on and use of Flock Safety Cameras on respective public right of way infrastructure.

Summary
The City of Eastvale and the City of Ontario propose a reciprocal agreement to share respec#ve infrastructure, such as traffic signals, street lights, and standalone poles, for the installa#on, use, and maintenance of Flock Safety cameras. This partnership will enhance surveillance coverage and improve the ability to collect and preserve critical evidence for criminal investigations.

The agreement will be effec#ve for five years, with an automa#c one-year renewal upon expira#on of the ini#al term. Each city will retain ownership and responsibility for their respec#ve cameras, while adhering to the terms of their individual agreements with Flock.

Background
The Ci#es of Eastvale and Ontario u#lize Flock Safety cameras to enhance public safety. The Eastvale City Council approved an agreement with Flock Safety for the installa#on of 61 cameras at strategic 12363 Limonite Avenue | Suite 910 | Eastvale, CA 91752 951.361.0900 |
eastvaleca.gov
288
locations throughout the City on April 26, 2023.

Flock Safety cameras are capable of capturing and processing up to 30,000 vehicles daily, covering two lanes of traffic with a single solar-powered unit. U#lizing advanced image analy#cs, the cameras track key vehicle features such as license plates, make, model, color, and dis#nc#ve characteris#cs, without relying on registra#on data. This system enables real-#me alerts for stolen or wanted vehicles, providing law enforcement with valuable evidence to improve the efficiency and accuracy of investigations.

To further strengthen public safety, the proposed reciprocal agreement allows the City of Eastvale and the City of Ontario to use each other’s traffic signals, street lights, and standalone poles within the public rights-of-way for the installa#on, maintenance, and opera#on of Flock cameras. The cameras will monitor each city's respec#ve areas, ensuring coverage within their own jurisdic#ons.

The fiscal and legal responsibility for each camera will rest with the jurisdic#on that owns it. If either party wishes to relocate a camera, both ci#es agree to make reasonable efforts to accommodate the request.

The agreement includes three proposed camera loca#ons and the possibility of future loca#ons.

Each City will obtain an encroachment permits for any equipment installed on each other's respective infrastructure.

Sharing camera infrastructure will enhance both ci#es' ability to track wanted vehicles, pinpoint their loca#ons, and respond more quickly to criminal ac#vity. The interconnected network of cameras will improve informa#on flow, allowing law enforcement to share real-#me alerts and surveillance data. By u#lizing each other’s proper#es for camera installa#ons, both ci#es can bolster crime preven#on efforts and strengthen their ability to solve cases, ul#mately contribu#ng to greater public safety and more effective law enforcement collaboration.

Environmental
Not applicable.

Strategic Plan Action - Priority Level: N/A
| Target #: G
| Goal #: A
Identify and recommend tools necessary for optimal employee performance.

Use innova#on and technology to enhance public safety with considera#on and balance of privacy and public trust.

Fiscal Impact
There is no fiscal impact.

Prior City Council/Commission Action
On April 26, 2023, the City Council approved an agreement with Flock Safety for the installa#on of cameras throughout the City.

Attachment(s)
A?achment 1 - Reciprocal Agreement Between the City of Eastvale and the City of Ontario for the Installation and Use of Flock Cameras

Attachment 2 - Agreement Between the City of Eastvale and Flock Safety

12363 Limonite Avenue | Suite 910 | Eastvale, CA 91752
951.361.0900 |
eastvaleca.gov
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RECIPROCAL LICENSE AGREEMENT BETWEEN THE

CITY OF ONTARIO AND

THE CITY OF EASTVALEFOR THE INSTALLATION AND USE

OF FLOCK CAMERAS
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i

TABLE OF CONTENTS

SECTION PAGE SECTION 1. DEFINITIONS...................................................... Error! Bookmark not defined.

SECTION 2. GRANT.................................................................................................................. 1 SECTION 3. USAGE RESTRICTIONS AND CONFIDENTIALITY ...................................... 2 SECTION 4. TERM AND AMENDMENTS.............................................................................. 2 SECTION 5. PERMIT FEES...................................................... Error! Bookmark not defined.

SECTION 6. CONSTRUCTION, MAINTENANCE and REPAIR ACTIVITIES .................... 2 SECTION 7. INTERFERENCE WITH OTHER FACILITIES PROHIBITED; RELOCATION...................................................................................................... 3 SECTION 8. INDEMNITY AND RISK OF LOSS .................................................................... 4 SECTION 9. INSURANCE REQUIREMENTS......................................................................... 5 SECTION 10. NOTICES............................................................................................................... 5 SECTION 11. ASSIGNMENT OF LICENSE .............................................................................. 6 SECTION 12. AGREEMENT VIOLATIONS LEADING TO TERMINATION........................ 6 SECTION 13. GOVERNING LAW, JURISDICTION AND VENUE ........................................ 6 SECTION 14. MISCELLANEOUS PROVISIONS...................................................................... 6 291
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1 RECIPROCAL LICENSE AGREEMENT BETWEEN THE

CITY OF ONTARIO AND

THE CITY OF EASTVALE

FOR THE INSTALLATION AND USE OF FLOCK CAMERAS
This RECIPROCAL LICENSE AGREEMENT (“Agreement”) is made and entered into by and between the City of Ontario, a California municipal corporation (“Ontario”), and the City of Eastvale, a California corporation(“Eastvale”) as of the date fully executed by all Parties (“Effective Date”). Ontario and Eastvale are at times collectively referred to hereinafter as the "Parties" or individually as the "Party."
WHEREAS, Flock Group, Inc. (“Flock”) offers a software and hardware solution for automatic license plate detection through Flock’s technology platform which includes, upon detection, the capability of capturing audio, image, and recordings data of suspected vehicles (“Footage”) and providing notifications to the user (“Notifications”) (collectively, the “Flock Service”); and WHEREAS, Eastvale has requested use of certain Ontario-owned traffic signals, street lights, and standalone poles (“Ontario Poles”) within the public rights-of-way of Ontario to install, maintain and operate cameras (“Flock Cameras”) to use the Flock Service solely for the awareness, prevention, and prosecution of crime, bona fide investigations by police departments, and archiving for evidence gathering (“Permitted Purposes”); and WHEREAS, Ontario has requested use of certain Eastvale-owned traffic signals, street lights, and standalone poles (“Eastvale Poles”) within the public rights-of-way of Eastvale to install, maintain and operate Flock Cameras to use the Flock Service solely for the Permitted Purposes.

Collectively, the Eastvale Poles and Ontario Poles may be referred to as the “Licensed Poles”; and
WHEREAS, each Party will use the Flock Service and any access thereto, subject to the terms and conditions of the Parties’ respective agreements with Flock; and WHEREAS, each Party has the power to regulate the public rights-of-way within its territorial boundaries and allow the use of space on its respective poles and is willing to permit such use by the other Party free of charge, subject to the terms and conditions of this Agreement.

NOW THEREFORE, IN RECOGNITION OF THE MUTUAL CONSIDERATION,

PROMISES, AND REPRESENTATIONS HEREIN, THE RECEIPT AND SUFFICIENCY

OF WHICH IS HEREBY ACKNOWLEDGED, THE ABOVE PARTIES AGREE TO THE FOLLOWING:

SECTION 1. GRANT OF RECIPROCAL, NON-EXCLUSIVE LICENSES
(a) Ontario hereby grants Eastvale a non-exclusive license to use and occupy limited space on certain Ontario Poles identified in Exhibit A hereto, for the purpose of attaching Flock Cameras to use Flock Service for the Permitted Purposes. Eastvale may physically access 292
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2 the installed Flock Cameras for maintenance and repair during the following hours: 24 hours, 7 days a week. Prior to Eastvale accessing its Flock Cameras, Eastvale shall provide email notice, at least twenty-four (24) hours in advance, to Ontario at the following email address: [email protected].
(b) Eastvale hereby grants Ontario a non-exclusive license to use and occupy limited space on certain Eastvale Poles identified in Exhibit A hereto for the purpose of attaching Flock Cameras to use Flock Service for the Permitted Purposes. Ontario may physically access the installed Flock Cameras for maintenance and repair during the following hours: 24 hours, 7 days a week. Prior to Ontario accessing its Flock Cameras, Ontario shall provide email notice, at least twenty-four (24) hours in advance, to Eastvale at the following email address: [email protected].

SECTION 2. USAGE RESTRICTIONS AND CONFIDENTIALITY
(a) Usage Restrictions – The Flock Cameras and Flock Service may be used solely for the Permitted Purposes. Neither Ontario nor Eastvale will utilize Footage obtained from any Licensed Pole for any purpose other than the Permitted Purposes, nor will Ontario or Eastvale permit any authorized users to utilize such Footage for any purpose other than the Permitted Purposes.
(b) Confidentiality – Nothing in this Agreement will prevent the Parties from disclosing information pursuant to any judicial or governmental order or to otherwise comply with applicable law. The Parties may access, use, preserve, and/or disclose the Footage to other law enforcement authorities, government officials, and/or third parties, if legally required to do so or if the Party has a good faith belief that such access, use, preservation, or disclosure is reasonably necessary to: (a) comply with a legal process or request; (b) enforce this Agreement, including investigation of any potential violation thereof; (c) detect, prevent, or otherwise address security, fraud, or technical issues; or (d) protect the rights, property, or safety of the Party or the public as required or permitted by law, including to respond to an emergency situation
SECTION 3. TERM AND AMENDMENTS
(a) Term of Agreement – The term of this Agreement shall be for five (5) years commencing on the Effective Date and ending at midnight on the last day of the term (the “Term”).

Unless either Party provides written notice to the other Party prior to expiration of the Term or Renewal Term that the notifying Party will not renew the Agreement, the Term will automatically renew for additional one (1) year periods (each a “Renewal Term”), upon the same terms and conditions set forth in this Agreement. (b) Effect of Termination – Within thirty (30) days after such expiration or earlier termination, the Parties shall remove their Flock Cameras from the Licensed Poles and restore the Licensed Poles and the public right-of-way to their original condition, reasonable wear and tear excepted.

SECTION 4. CONSTRUCTION, MAINTENANCE AND REPAIR ACTIVITIES 293
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3 (a) Compliance with Laws – In the installation, construction, maintenance, replacement, upgrade, and operation of Flock Cameras on the Licensed Poles, each Party shall comply with all applicable federal, state and local laws, ordinances, rules and regulations, whether now existing or hereafter enacted or modified, including but not limited to permit requirements for work performed in the public rights-of-way. (b) Maintenance and Repair of Flock Cameras – Each Party shall keep and maintain their respective Flock Cameras installed on Licensed Poles in good condition and repair throughout the Term, normal wear and tear and casualty excepted. Each Party shall have the right to conduct testing and maintenance activities, and repair and replace damaged or malfunctioning Flock Cameras on Licensed Poles at any time during the Term upon prior notice and approval to the other Party as set forth in Section 1 above. (c) Maintenance and Repair of Licensed Poles- Ontario shall maintain and keep the Ontario Poles in good condition in accordance with Ontario's standard maintenance requirements.

Such maintenance shall be at Ontario's sole cost and expense, except to the extent this Agreement provides otherwise. Eastvale shall maintain and keep the Eastvale Poles in good condition in accordance with Eastvale’s standard maintenance requirements. Such maintenance shall be at Eastvale’s sole cost and expense, except to the extent this Agreement provides otherwise.
(d) Removal of Non-Compliant Installations – Each Party shall have the authority at any time to order and require the other Party to remove any Flock Cameras that are not authorized by this Agreement or are in violation of any federal, state or local law, ordinance, rule or regulation whether now existing or hereafter enacted or modified. After receipt of written notice and thirty (30) days opportunity to cure, in the event that one Party fails or refuses to comply with removing their non-compliant Flock Cameras, the other Party shall have the authority to remove the same. The removal shall be at the expense of the Party owning the Flock Cameras, and the Party owning the removed Flock Cameras shall not be entitled to compensation or damages as a result of the removal.

SECTION 5. INTERFERENCE WITH OTHER FACILITIES PROHIBITED;

RELOCATION
(a) Interference Prohibited – Neither Party shall impede, obstruct or otherwise interfere with the installation, existence and operation of any other facility in the public right-of-way or on the Licensed Poles, including lighting, sanitary sewers, water mains, storm water drains, gas mains, poles, aerial and underground electrical infrastructure, cable television and telecommunication wires, public safety networks, and other telecommunications, utility, or personal property of the other Party.
(b) Relocation of Equipment or Licensed Poles – This Agreement creates no right for either Party to receive any relocation assistance or payment for any reason under the Relocation Assistance Act, the Uniform Relocation Assistance Act, or under any existing or future law upon any termination of the license. Each Party understands and acknowledges that it may be required, at its sole cost and expense, to relocate one or more of its Flock Cameras at the other Party’s direction and upon sixty (60) days’ prior written notice for any of the 294
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4 following purposes: (a) if required for the construction, modification, completion, repair, relocation, or maintenance of a public works project; (b) because the Flock Camera is interfering with or adversely affecting proper operation of a Licensed Pole; or (c) to protect or preserve the public health or safety. In any such case, the Party directing the removal shall use reasonable efforts to afford the other Party a reasonably equivalent, alternate location to reinstall its Flock Cameras. If a Party fails to remove a Flock Camera pursuant to this subsection, the Party directing removal may do so in accordance with Section 4(d). (c) Voluntary Relocations. In the event either Party desires to relocate any Flock Camera from a Licensed Pole to another pole, the other Party agrees to use reasonable efforts to accommodate the Party requesting relocation by making another reasonably equivalent pole available for use in accordance with and subject to the terms and conditions of this Agreement.

SECTION 6. INDEMNITY
(a) Mutual Indemnification – Each Party agrees to indemnify, defend, protect, and hold harmless the other Party, its council members, officers, employees, agents, volunteers, and contractors (collectively, the “Indemnitee”) from and against any and all claims, demands, causes of action, suits, proceedings, losses, including pole warranty invalidation, liabilities, fines, charges, penalties, administrative and judicial proceedings and orders, judgments, awards, decrees, settlements, damage or injury of any kind, in law or equity, regardless of whether the allegations are false, fraudulent, or groundless, to property or persons, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of the Party, its officials, officers, employees, subcontractors, consultants or agents (collectively, the “Indemnitor”),and all costs and expenses incurred in connection therewith, including reasonable attorney's fees and costs of defense (collectively, the "Losses") to the extent arising from, resulting from, or caused by Indemnitor’s activities undertaken pursuant to this Agreement, including, without limitation, the construction, design, use, or operation of the Flock Camera or the Flock Services, except to the extent arising from or caused by the gross negligence or willful misconduct of the Indemnitee.
(b) Indemnitor shall defend, with counsel of Indemnitee’s choosing and at Indemnitor’s own cost, expense and risk, any and all Claims covered by this section that may be brought or instituted against Indemnitee . In addition, Indemnitor shall pay and satisfy any judgment, award or decree that may be rendered against Indemnitee as part of any such claim, suit, action or other proceeding. Indemnitor shall also reimburse Indemnitee for the cost of any settlement paid by Indemnitee as part of any such claim, suit, action or other proceeding.

Such reimbursement shall include payment for Indemnitee’s attorney’s fees and costs, including expert witness fees. Indemnitor shall reimburse Indemnitee and its officials, employees, agents and volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided.

Indemnitor’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 Indemnitee.
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5 (c) Limitation on Consequential Damages -- Neither party shall be liable to the other, or any of their respective agents, representatives, or employees for any lost revenue, lost profits, loss of technology, rights or services, incidental, punitive, indirect, special or consequential damages, loss of data, or interruption or loss of use of Flock Service, even if advised of the possibility of such damages, whether under theory of contract, tort (including negligence), strict liability or otherwise.

SECTION 7. INSURANCE REQUIREMENTS
(a) Ontario and Eastvale shall respectively maintain the following insurance coverage during the Term of this Agreement.

Parties shall each provide an endorsement that the insurer waives the right of subrogation against the other Party and its elected officials, officers, employees, agents and representatives. All defense costs shall be outside the limits of the policy. Each Party shall name the other as an additional insured on the commercial general liability insurance. (b) Ontario and Eastvale shall furnish certificates and amendatory endorsements evidencing coverage required by this Section. All certificates and endorsements are to be received and approved before the Effective Date. However, failure to obtain the required documents prior to the Effective Date shall not waive any obligation to provide them. Ontario and Eastvale reserve the right to require complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by this Section at any time.

SECTION 8. NOTICES
(a) Notice – Notices required by this Agreement may be given by overnight courier or certified mail, postage prepaid. Either Party shall have the right, by giving written notice to the other, to change the address at which its notices are to be received. Until any such change is made, notices shall be delivered as follows:

Type of Coverage Amounts

1. Workers’ Compensation and
Employers’ Liability
$1,000,000 per accident for bodily
injury and disease

3. Commercial General Liability
Insurance to include coverage for the
following:
a. a. Contractual liability
b. Cross-liability
c. Products/complete operations
d. Property damage
Combined Single Limit for Bodily
Injury and Property Damage of
$2,000,000 per occurrence and
General Aggregate limit of $4,000,000

4. Business Automobile Liability Combined Single Limit for Bodily Injury and Property Damage of
$2,000,000 per occurrence
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6 If to Ontario:

City of Ontario
303 E. B St
Ontario CA 91764
Attn: Engineering Front Counter
With a copy to:

City of Ontario
303 E. B St.

Ontario CA 91764
Attn: City Clerk’s Office
SECTION 9. ASSIGNMENT OF LICENSE
(a) Limited Right of Assignment – This Agreement may not be transferred, assigned or sublicensed by either Party without the prior approval of the other Party, which shall not be unreasonably delayed or withheld.

SECTION 10. AGREEMENT VIOLATIONS LEADING TO TERMINATION AND

TERMINATION FOR CONVENIENCE
(a) Events of Termination – This Agreement may be terminated before the expiration of the Term or Renewal Term on written notice by either Party, if the other Party materially breaches any provision of this Agreement and such breach is not cured within thirty (30) days after receipt of written notice of such breach.
(b) No Waiver of Duties – Termination of this Agreement does not relieve either Party from the obligation concerning any claim for damages against it under this Agreement. Each Party’s rights, options, and remedies under this Agreement are cumulative, and no one of them is exclusive of the other. A Party may pursue any or all such remedies or any other remedy or relief provided by law, whether or not stated in this Agreement. (c) Termination for Convenience – Notwithstanding the foregoing, wither Party may terminate this Agreement at any time for convenience upon providing the other Party with thirty (30) days’ written notice.

SECTION 11. JURISDICTION AND VENUE
(a) Jurisdiction and Venue – This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of San Bernardino.

SECTION 12. MISCELLANEOUS PROVISIONS
(a) No Waiver – None of the material provisions of this Agreement may be waived or modified except expressly in writing signed by the Parties. Failure of either Party to require If to Eastvale:

City of Eastvale
12363 Limonite Ave., Suite 910
Eastvale, CA 91752
Attn: Community Safety Director
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7 the performance of any term in this Agreement or the waiver by either Party of any breach thereof shall not prevent subsequent enforcement of this term and shall not be deemed a waiver of any subsequent breach.
(b) Severability – If any clause or provision of the Agreement is illegal, invalid, or unenforceable under present or future laws effective during the Term, then and in that event it is the intention of the Parties hereto that the remainder of this Agreement shall not be affected thereby, and it is also the intention of the Parties that in lieu of each clause or provision of this Agreement that is illegal, invalid, or unenforceable, there be added as part of this Agreement a clause or provision as similar in terms to such illegal, invalid, or unenforceable clause or provision as may be possible and be legal, valid, and enforceable. (c) Captions – The captions contained in this Agreement are for convenience of reference only and in no way limit or enlarge the terms and conditions of this Agreement. (d) Extent of Agreement – This Agreement, together with its attached exhibits, embodies the complete agreement of the Parties, superseding all oral or written previous and contemporary agreements between the Parties and relating to this Agreement. (e) Authority – Each of the signatories of this Agreement hereby represents and warrants that they have full authority to execute this Agreement on behalf of Eastvale or Ontario respectively.
(f) Change of Law – If any state or local laws or regulations and any binding judicial interpretations thereof (collectively, “Laws”) that govern any aspect of the rights or obligations of the Parties under this Agreement shall change after the Effective Date and such change makes any aspect of such rights or obligations inconsistent with the then- effective Laws, then the Parties agree to promptly amend the Agreement as reasonably required to accommodate and/or ensure compliance with any such legal or regulatory change.
(g) Force Majeure – The respective duties, obligations, and performance of the Parties herein shall be suspended and no Party shall face liability for same while and so long as performance hereto is prevented or impeded by a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the work); (4) pandemics, epidemics or quarantine restrictions; and (5) strikes and other organized labor action, only to the extent such strikes and other organized labor action are beyond the control of the Parties. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of the public.
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8 (h) No Partnership or Joint Venture – The Parties to this Agreement shall in no way be partners or joint venturers with each other and nothing herein shall be construed to make them partners or joint venturers or impose any liability as such on either of them. (i) Counterparts – This Agreement may be executed in multiple counterparts, each of which is an original. Regardless of the number of counterparts, they constitute only one agreement. In making proof of this agreement, it is not necessary to produce or account for more counterparts than are necessary to show execution by or on behalf of all Parties.

EXECUTED and AGREED.

CITY OF ONTARIO CITY OF EASTVALE
_________________________________
(Signature) (Signature)
Printed Name: KHOI DO Printed Name: Mark Orme
Title: City Engineer Title: City Manager
Date: Date:

APPROVED AS TO FORM: APPROVED AS TO FORM:
_____________________________ _______________________________ City Attorney City Attorney
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1 EXHIBIT A

FLOCK CAMERA LOCATIONS
Site ID # Flock Camera GIS Coordinates
4310 Mills Cir,
Ontario,
CA
91764

34.018727, -117.558408 (SW Corner
of Riverside & Hamner)
Camera #23 Eastvale
12656 Cantu-
Galleano
Ranch
Rd,
Eastvale,
CA
91752

34.0010058205224,-
117.55882033767803 (SW
Corner of Ontario Ranch Rd
& Hamner)
Camera #70 Ontario
4838 Hamner
Ave,
Eastvale,
CA
91752

34.00115482553252,-
117.55821608308752 (SE
Corner Hamner & Cantu-
Galleano Ranch)
Camera #80 Ontario
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AGENDA STAFF REPORT

City Council Meeting

CONSENT CALENDAR

Agenda Item No. 11.10
January
8, 2025
Finding of Conformity to Eastvale General Plan 2040 for City Acquisition of Property for Civic Center
Prepared By:

Gustavo N. Gonzalez, Community Development Director
Recommended Action(s)
Staff recommends that the City Council adopt a resolu
on finding that the acquisi
on of the
property generally located between Bootsma Boulevard and Premier Place and northwest of the intersec
on of Limonite Avenue and Hamner Avenue (Lots 5 and J within the Leal Master Plan Amendment No. 1; also Lots 65 & "S" of Tract Map 38594) for public purposes conforms with the Eastvale General Plan 2040.

Summary
The City of Eastvale entered into a Development Agreement with New Homes Southern California LLC (“Developer”) wherein Developer will convey certain property located within the Leal Master Plan to the City in exchange for credits against parkland for the purpose of construc ng a civic
center (the “Civic Center Site”). The City Council is required to make a determina on pursuant to
California Government Code Sec
on 65402 that the acquisi
on of 6.61-acre Civic Center Site located
within the Leal Master Plan conforms with the Eastvale General Plan 2040, a?er receiving a report from the Planning Commission on it's finding of conformity. Staff recommends that the City Council find that the proposed acquisition of the Civic Center Site is consistent with the City’s General Plan.

Background
The City of Eastvale entered into a Development Agreement with New Homes Southern California LLC (“Developer”) wherein Developer will convey certain property located within the Leal Master Plan to the City for the purpose of construc
ng a civic center (the “Civic Center Site”). The Civic Center Site consists of two parcels of land totaling 6.61 acres, inclusive of APN # 164-060-043 and 12363 Limonite Avenue | Suite 910 | Eastvale, CA 91752 951.361.0900 |
eastvaleca.gov
325
164-030-013. The two parcels have been rough graded and blue topped, with all u li
es stubbed to
the property line. The Developer must provide complete streets as a condition of conveyance.

The Developer will convey the Civic Center Site in exchange for credits against parkland dedica on
fees within 10 days a?er the effec
veness of the First Amendment to the Development Agreement.

On December 11, 2024, the City Council approved the second reading of the ordinance approving the First Amendment to the Development Agreement, with the ordinance becomes effec ve 30
days therea?er. The expected conveyance date is on or before January 20, 2025. California Government Code Sec
on 65402 requires that prior to the acquisi
on of real property for street,
square, park or other public purposes, the the Planning Commission must report to the City Council its determina
on as to conformity with the City’s adopted General Plan, and therea?er the City Council must make a finding of conformity.

Staff requests a determina
on by the City Council of General Plan consistency for the proposed acquisi
on of the Civic Center Site. Staff recommends that the City Council find that the proposed acquisi
on of the Civic Center Site is consistent with the City’s General Plan by adop ng the
aGached Resolu
on. On December 18, 2024 the Planning Commission adopted a Resolu on finding
the acquisition of the Civic Center Site consistent with the City’s General Plan ( Attachment 1
).

Analysis
The Civic Center Site consists of 6.61 acres of land generally located between Bootsma Boulevard and Premier Place, northwest of the intersec
on of Limonite Avenue and Hamner Avenue. The Civic
Center Site includes Planning Area 5 and Planning Area J within the Leal Master Plan ( Attachment
#2
). The Civic Center Site is surrounded by proposed mul -family uses on Planning Area 2 and
Planning Area 4, and single-family residen
al uses on Planning Area 6 and Planning Area 8.

Commercial uses adjoin the Civic Center Site on Planning Area 3 and a proposed park on adjoining Planning Area L.

The Civic Center Site is designated for Downtown (Lot 5) and Parks/Open Space (Lot J). Civic center uses are permiGed within these land use designa
ons. Staff determined the Leal Master Plan
(
A4achment #3
) to be consistent with the goals, policies, and general land uses described in the City’s General Plan. The conveyance and acceptance of Lots 5 and J will encourage a mix of uses, including retail, experien
al uses, office, civic, residen
al, and recrea
on/entertainment, that help
create a Downtown Village. The Civic Center will improve the delivery of public services and create a focal point for the community. Staff recommends that the City Council find the proposed acquisition of the Property is consistent with the City’s General Plan.

Environmental
In 2017, the City Council cer
fied an Environmental Impact Report (EIR) (State Clearinghouse No. 2015031028) for the Leal Master Plan. On May 11, 2022, the City Council approved the Leal Master Plan Amendment #1 which was accompanied by an Addendum to the Leal Master Plan EIR addressing the changes to the original Master Plan. The environmental analysis presented in the Addendum to the Leal Master Plan EIR determined that to avoid new or more severe significant impacts, the maximum development intensity on the Leal Property is 2,500 residen al units and
595,000 square feet of general commercial, office, and civic center uses. The Civic Center Uses were encompassed within the non-residen
al development evalua
on, therefore, no further
environmental review is required under the California Environmental Quality Act (CEQA). 12363 Limonite Avenue | Suite 910 | Eastvale, CA 91752 951.361.0900 |
eastvaleca.gov
326
Strategic Plan Action - Priority Level: 1
| Target #: E
| Goal #: A
Develop and Construct Civic Center.

Fiscal Impact
Upon conveyance, the City will receive a land asset valued at $8,000,000 (2024 appraisal value). In accordance with the Development Agreement, the City will grant 6.61 acres of parkland dedica on
fee credits valued at $3,305,000 for a net benefit to the City of $4,695,000. The City intends to construct a civic center on the Civic Center Site. The Civic Center will have significant capital and operating costs that will be the subject of subsequent City budgetary approvals.

Prior City Council/Commission Action
On December 13, 2017, the City Council approved the Leal Master Plan and associated Environmental Impact Report.

On May 11, 2022, the City Council approved an amendment to the Leal Master Plan and entered into a Development Agreement with The New Home Company to facilitate the development of the Leal Master Plan, including the opportunity to nego
ate an op on for the City to acquire and
develop the 16-acre civic center and commercial core area.

On October 16, 2024, the Planning Commission found the First Amendment to Development Agreement No. 003 by and between the City of Eastvale and The New Home Company consistent with the Eastvale General Plan 2040 and the Leal Master Plan, and recommended City Council approval of the First Amendment to Development Agreement No. 003.

On November 13, 2024, the City Council introduced the ordinance to approve the First Amendment to Development Agreement No. 003 and found the amendment consistent with the Eastvale General Plan 2040 and the Leal Master Plan.

On December 11, 2024, the City Council adopted the ordinance to approve the First Amendment to Development Agreement No. 003.

On December 18, 2024 the Planning Commission adopted a Resolu on finding the acquisi
on of the
Civic Center Site consistent with the City’s General Plan.

Attachment(s)
Attachment 1 - Planning Commission Resolution
Attachment 2 - LMP Land Use Plan

Attachment 3 - Tract Map No. 38594

Attachment 4 - City Council Resolution

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951.361.0900 |
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RESOLUTION NO. 25-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF EASTVALE

DETERMINING THAT THE ACQUISITION OF THE PROPERTY
KNOWN AS LOTS 5 AND J WITHIN THE LEAL MASTER PLAN (LOTS 65 & "S" OF TRACT MAP 38594) GENERALLY LOCATED BETWEEN

BOOTSMA BOULEVARD AND PREMIER PLACE, NORTHWEST OF

THE INTERSECTION OF LIMONITE AVENUE AND HAMNER AVENUE

FOR PUBLIC PURPOSES CONFORMS WITH THE EASTVALE
GENERAL PLAN.

The City Council of the City of Eastvale does hereby resolve as follows:

I. The City Council finds and determines as follows:

A. That the City of Eastvale proposes to acquire 6.61 acres of vacant and improved land (Lots 5 and J within the Leal Master Plan Amendment No. 1; also Lots 65 & "S" of Tract Map 38594) for the purpose of constructing a civic center within the Leal Master Plan Amendment No. 1.

B. That California Government Code Section 65402(a) provides that a city shall not acquire or dispose of any real property or authorize a public building within the corporate limits of a city until the location, purpose, and extent of the project has been reported by the local planning agency as to the conformity with the applicable, adopted general plan.

C. That the proposed acquisition of the subject property is consistent with the Leal Master Plan Amendment No. 1, which has been found to be in conformance with the City’s General Plan.

D. That the proposed acquisition of the subject property would encourage a mix of uses, including retail, experiential uses, office, civic, residential, and recreation/entertainment that help create a Downtown Village. Furthermore, the Civic Center will improve the delivery of public services and create a focal point for the community.

E. That the development of a civic center was a contemplated use under the Leal Master Plan Amendment No. 1 and the Addendum to the Leal Master Plan EIR and no additional environmental documentation is required at this time.

II. The City Council hereby determines that that the location and purpose for the proposed acquisition of approximately 6.61 acres of improved land (APN 164-060-043 and 164-030-013) by the City of Eastvale is in conformance with the Eastvale General Plan and the Leal Master Plan Amendment No. 1.
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PASSED, APPROVED AND ADOPTED this 8th day of January 2025. ______________________________
Michael McMinn
Mayor
APPROVED AS TO FORM: ATTEST:
_____________________________ ______________________________ Erica Vega Marc Donohue, MMC
City Attorney City Clerk
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STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) §

CITY OF EASTVALE)
I, Marc Donohue, City Clerk of the City of Eastvale, California, do hereby certify that the foregoing City Council Resolution No. 25-XX, was duly adopted by the City Council of the City of Eastvale, California, at a meeting held on the 8th day of January 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________
Marc Donohue, MMC
City Clerk
363

AGENDA STAFF REPORT

City Council Meeting

CONSENT CALENDAR

Agenda Item No. 11.11
January
8, 2025
Le'er of Support for the Riverside County Regional Park and Open-Space District's (RivCoParks) effort to garner federal grant funding for Phase 6 the Santa Ana River Trail (SART) Project.

Prepared By:

Mark Orme, City Manager
Recommended Action(s)
Staff recommends that the City Council authorize approval for the Mayor to sign a le er of support
for an applica
on being submi
ed by RivCoParks, with the support of the Riverside County Transporta
on Commission (RCTC), for a Rebuilding American Infrastructure with Sustainability and Equity (RAISE) funding grant.

Summary
The City of Eastvale con
nues to work on regional collabora
on on various fronts. This
recommended ac
on was requested by RivCoParks to further their effort to expand and make safe the Santa Ana River Trail (SART) system, par
cularly in the area of Green River. This ac
on would
authorize a le
er of support as RivCoParks, in partnership with RCTC, a empts to garner federal
funding for Phase 6 of the SART project.

Background
The City of Eastvale’s past support for Riverside County Regional Park and Open-Space District's (RivCoParks) effort to apply for funding for the Santa Ana River Trail (SART) project has shown the City's willingness to be a key partner in suppor
ng regional efforts to enhance the quality of life for
Eastvale residents and the region. Within the past couple of weeks, RivCoParks reached out, once again, to request a letter in support of Phase 6 (the pinch point) of the SART project. 12363 Limonite Avenue | Suite 910 | Eastvale, CA 91752
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RivCoParks, with the support of the Riverside County Transporta on Commission (RCTC), is applying
for the
Rebuilding American Infrastructure with Sustainability and Equity (RAISE) funding. Phase 6 of
the project will build a 1.5-mile sec
on of SART where the trail will intersect with the BNSF railroad line located near the Green River Golf Club serving several underserved communi es facing traffic
proximity, volume, and transporta
on op
ons issues. Connec
ng these communi
es to the SART
will provide much-needed green space, ac
ve transporta
on op
ons, and regional connec
vity.

RAISE funding will specifically be used to construct two bridges - one over the BNSF railroad crossing and another over Aliso Creek.

Environmental
RivCoParks will ensure all environmental requirements are met to develop this project.

Strategic Plan Action - Priority Level: N/A
| Target #: E
| Goal #: E
Improve connectivity through the trails system.

Fiscal Impact
None for the City of Eastvale.

Prior City Council/Commission Action
The City Council has previously voiced support for the SART project.

Attachment(s)
Attachment 1 - RivCO SART Factsheet

Attachment 2 - Letter of Support

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Riverside County Regional Park & Open-Space District (RivCoParks), with the support of the Riverside County Transportation Commision (RCTC), is seeking Rebuilding American Infrastructure with Sustainability and Equity (RAISE) funding to complete phase 6 of the Santa Ana River Trail (SART). SART is a regional trail providing access to communities across Orange, Riverside, and San Bernardino Counties. Phase 6 of the project will build a 1.5-mile section of SART where the trail will intersect with the BNSF railroad line located near the Green River Golf Club, a public golf course serving several underserved communities facing traffic proximity, volume, and transportation options issues. Connecting these communities to the SART will provide much-needed green space, active transportation options, and regional connectivity. RAISE funding will specifically be used to construct two bridges- one over the BNSF railroad crossing and another over Aliso Creek. The proposed BNSF overhead bridge will grade separate a railroad crossing posing significant safety concerns in an area critical to the equitable access of public recreational facilities. Due to high foot traffic and golf carts in the area, the current grade crossing poses safety concerns and has been the site of one fatality. The railroad crossing at Green River Golf Club will be relocated and grade separated to provide safe and equitable access to the regional Santa Ana River Trail (SART).

FACTSHEET
Building Bridges:

Enhancing Tri-County Trail Access and Safety
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January 8, 2025

The Honorable Pete Buttigieg
US Department of Transportation
1200 New Jersey Avenue, SE
Washington, DC 20590

RE: Letter of Support for Riverside County Regional Park and Open-Space District’s RAISE Application

Dear Secretary Pete Buttigieg:

On behalf of the City of Eastvale, I would like to express our support for the Building Bridges: Enhancing Tri-County Trail Access and Safety Project. This funding request would connect underserved communities to a regional trail system through constructing two critical bridges along the Santa Ana River Trail, including a bridge over an at grade railroad crossing with significant safety concerns. Safety improvements are needed at this location, in which there are currently no gates or warning signals.

Tragically, a death occurred at this crossing in 2014 when a cement truck was struck by a train.

This BNSF overhead crossing will not only prevent future tragedies from occurring by providing grade separation, but it is also part of a plan to connect the Green River Golf Club and communities in Riverside County to the S anta Ana River Trail in Orange County and San Bernadino County, moving towards fulfilling the shared vision of a regional trail through three counties and over 100 miles of trail.

As the population of Southern California continues to grow and open space areas diminish, it is becoming increasingly important to conserve our natural resources and to provide opportunities for recreation where residents of our communities can fully appre ciate those resources. This segment of the Santa Ana River Trail will create recreational opportunities for individuals in neighboring communities, including communities designated as disadvantaged through the Climate and Economic Justice Screening Tool.

The trail will link parks and points of interest along the River from the Pacific Ocean to the San Bernardino Mountains. The presence of a regional trail will enhance the value of housing, attract businesses and employees to the area, provide alternative commuter options to a region with some of the worst traffic in the nation, and provide access to outdoor recreational amenities which will contribute to a healthier lifestyle and result in improved quality of life for the local community. The Santa Ana River Watershed, home to seven million residents, is an ethnically diverse region and once completed, the trail will provide free access to open space for users of all income levels. On behalf of the City Council of the City of Eastvale, we strongly urge you to grant this funding request for the Santa Ana River Trail. Thank you for your consideration.

Sincerely,

Mike McMinn
Mayor
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AGENDA STAFF REPORT

City Council Meeting

CONSENT CALENDAR

Agenda Item No. 11.12
January
8, 2025
Third Contract Amendment with FALCON Engineering Services for the Limonite Gap Closure Project
Prepared By:

Jimmy Chung, Public Works Director/City Engineer
Recommended Action(s)
Staff recommends that the City Council approve the Third Amendment to the Professional Services Agreement with FALCON for the Limonite Gap Closure Project increasing the contract amount by $55,000 and amending the total contract compensation to $2,251,969.08.

Summary
On January 12, 2022 the City Council approved a Professional Services Agreement with FALCON Engineering Services in the amount of $2,196,969.08 for providing construc3on management and inspec3on services for the Limonite Gap Closure Project. The contract was amended on July 26, 2023 to increase the contract amount by $26,000 to account for the construc3on management and inspection services to be provided for JCSD's water main work.

The cri3cal path items have been completed. However, the closure of open permits with the stakeholders and coordina3on of miscellaneous items are s3ll in progress. To ensure the successful comple3on and closeout of the project, Falcon has submi7ed an addi3onal fund request of $55,000 to cover construction management and inspection support for the Limonite Gap Closure Project.

Background
The addi3onal fund request stems from a number of different tasks. Below is a summary of the requested work:

Summary of Request Work 12363 Limonite Avenue | Suite 910 | Eastvale, CA 91752 951.361.0900 |
eastvaleca.gov
368
Project oversight and contract administra3on, including Contract Change Orders (CCO), daily and weekly reports, responding to correspondences, lead mee3ngs, process RFIs, submi7als, and cost estimates
Project documenta3on and repor3ng, budget and schedule monitoring, quality control and assurance.

Coordina3on and communica3on among stakeholders, problem resolu3on, final inspec3ons, review of project documentation for completeness, and facilitation of project closeout Documenta3on of construc3on ac3vi3es, ensuring compliance with project specifica3ons, including material acceptance and workmanship.

Verification of field measurements and preparation of quantity sheets.

Environmental
A Mi3gated Nega3ve Declara3on for the project was prepared and was adopted by the City Council at the September 9, 2020 City Council Meeting.

Strategic Plan Action - Priority Level: N/A
| Target #: 5
| Goal #: 3
Plan for landscape, roads and street maintenance
Fiscal Impact
Total fiscal impact is $55,000. Adequate budget is available under Capital improvement Plan Project No. 93026 for the Limonite Gap Closure project in the Transporta3on Uniform Mi3ga3on Fee (TUMF) under account (270-510-6662-93026) in FY24/25.

Prior City Council/Commission Action
On May 22, 2019, City Council approved a Professional Services Agreement with Mark Thomas for Planning, Engineering, and Environmental Work for Limonite Avenue, and Bridge over Cucamonga Creek.

On October 23, 2019, City Council provided direc3on regarding the Limonite Gap Closure Project Concept Review to allow the use of a roundabout for the intersec3on for the intersec3on of Limonite Avenue and the proposed driveway to the Homestead Development

On February 26, 2020, City Council reviewed and provided comments on the related to the vehicular and pedestrian bridge aesthetics and geometrics for the Limonite Gap Closure Project.

On September 9, 2020, City Council adopted a Mi3gated Nega3ve Declara3on for the Limonite Gap Closure Capital Improvement Project.

On September 8, 2021, City Council approved the first amendment to the Mark Thomas Professional Services Agreement.

Attachment(s)
Attachment 1 - Third Amendment to Agreement

Attachment 2 - Original Agreement

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4899-1769-9847 v1
1 THIRD AMENDMENT TO AGREEMENT

This Third Amendment to Agreement (“Third Amendment”) is entered into this 8th day of January, 2025 by and between the City of Eastvale, a municipal corporation (“City”) and FALCON Engineering Services, a California corporation (“Contractor”), as follows:

RECITALS
A. City and Contractor entered in an agreement for construction management services on January 12, 2022 (“Agreement”) with a n ot to exceed amount of $2,076,579.12.

B. A First Amendment to the Agreement was approved by the City Council on July 26, 2023 to expand the Sope of Work to include oversight to JCSD’s waterline work and increase the compensation not to exceed amount by $26,000.

C. A Second Amendment to the Agreement was executed on October 9, 2024 to remedy the administrative error in the contingen cy amount in the Agreement and correct the total compensation not-to-exceed amount to $2,196,969.08.

D. This Third Amendment to the Agreement increases the contract amount by $55,000 and amends the total contract compensation to $2,251,969.08.

OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consi deration, the value and adequacy of which are hereby acknowledged, the Parties do hereb y enter into this Third Amendment which modifies and amends the Agreement as follows:

1. AMENDMENTS
(a) Compensation and Method of Payment . Section 4(a) of the Agreement is amended to increase the total compensation not e xceed amount to Two Million Two Hundred Fifty One Thousand Nine Hundred Sixty Nine Dollars and Eight Cents ($2,251,969.08), unless additional compensation is approved in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of the Agreement.

2. GENERAL PROVISIONS
(a) Remainder Unchanged. Except as specifically modified and amended in this Third Amendment, the Agreement remains in full force and effect and binding upon the parties.
370

4899-1769-9847 v1
2 (b) Integration. This Third Amendment constitutes the entire underst anding and agreement of the parties and supersedes all neg otiations or previous agreements between the parties with respect to all or any part of the transaction discussed in this Third Amendment.
(c) Effective Date. This Third Amendment shall not become effective until the date it has been formally approved and executed by the appropriate authorities of the City and Contractor.
(d) Applicable Law. The laws of the State of California shall govern th e interpretation and enforcement of this Third Amendment. (e) References. All references to the Agreement include all their r espective terms and provisions. All defined terms utilized in this Third Amendment have the same meaning as provided in the Agreement, unless expres sly stated to the contrary in this Third Amendment.

IN WITNESS WHEREOF , the Parties hereto have executed this Agreement on the date and year Third-above written.

CITY OF EASTVALE
___________________________
Mark Orme
City Manager
ATTEST:
___________________________
Marc Donohue
City Clerk
371

4899-1769-9847 v1
3 APPROVED AS TO FORM
_______________________________
Erica Vega
City Attorney
FALCON Engineering Services
By: ____
Name: ___________________________
Its: ______________________________

NOTE: CONTRACTOR’S SIGNATURES SHALL BE DULY NOTARIZ ED, AND

APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY B E

REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR
OTHER RULES OR REGULATIONS APPLICABLE TO CONTRACTOR’S
BUSINESS ENTITY. CORPORATIONS AND LLCS MUST SUBMIT

DOCUMENTATION SHOWING THAT THE INDIVIDUAL SIGNING ON ITS BEHALF HAS THE AUTHORITY TO EXECUTE THIS CONTRACT.

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380
381
382
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384
385
386
387
388

SCOPE OF WORK

1 – CONSTRUCTION MANAGEMENT GENERAL SERVICES
The Consultant shall assign one person as a full-time Construction Manager for the duration of the project who shall act as the primary contact to the City and shall manage all services as proposed, including any proposed by their consultants. A Construction Manager will be required to supervise the activities of the construction management team, monitor the Contractor’s progress, and report to the City Project Manager.

1.1 Project Controls System Development

Purpose:

To develop an integrated cost and schedule information system to provide up to date and accurate information regarding schedule, budgets, expenditures, and change orders.

The master schedule of the Project Controls System (PCS) will enable critical activities and interrelationships between the contractors, suppliers, City, City’s Project Manager, design engineers, environmental monitors, utility companies and construction contractor (including its subcontractors) to be monitored efficiently during the construction phase of the project. The master schedule will identify permit constraints, work area restrictions and other known work and/or coordination constraints.

The cost-monitoring element of the PCS will enable project-wide monitoring of expenditures for comparison with the original budgets and budget updates resulting from change orders processed during the life of the project. Monthly reporting will enable accurate cost forecasting at any time. The automation of the above information will enable timely analysis, intervention, and decision making to enable efficient control of the project.

Approach:

Consultant will develop the PCS. A master schedule will be developed summarizing all significant activities of project related entities including the contractor, equipment suppliers, the City project manager, design consultants and construction contractor. The schedule will be structured to include the following:

• Primary contractor work activities, including major submittals required accomplishing the work. • Principal work activities of the Consultant construction manager, the City’s project manager, design consultants, contractors and suppliers.
• Activities necessary for regulatory compliance.
• Activities related to utility relocations.
• Relationships between submittals, approvals, procurement, and delivery of materials. • Milestones associated with permitting and approvals.
• Any activity requiring coordination with the City, Caltrans oversight, and other local utility/regulatory agencies.
• Substantial and final completion dates.

The cost accounting format will use a work breakdown structure and cost categories that will be compatible with the City’s cost accounting system. The work breakdown structure will be based on contractor’s activities and will provide the basis for cost-loading activities in the schedule.

389

SCOPE OF WORK

Assumptions:

The initial master project schedule will be developed based on information available before the award of contracts for construction.

Deliverables:

1. Implementation of Project Control System.

2. Draft master project schedule.

3. Initial master project schedule following review and approval by the City.

4. Initial project cost.

1.2 Monthly Project Progress Meetings and Reports

Purpose:

To apprise City management and other stakeholders of Consultant’s activities under this contract via written report and monthly meeting.

Approach:

Consultant will provide a brief written report covering a summary of the status and expenditures associated with each of the tasks described in this scope of work; including highlights of any unusual contractual issues that arise during the reporting period and a listing of approved work that is beyond the boiler plate scope with a determination of who is responsible for the associated additional costs (contractor, project, etc.)

Consultant will schedule monthly progress meetings, which will provide for discussion of progress reports and issues related to (a) this agreement and (b) the construction agreements.

Assumptions:

1. The project monthly report will be provided throughout the contract period.

2. A regular monthly meeting date and time will be established. Meeting date is typically the first week of each month, the same day of the week. i.e., Monday, Tuesday, etc.

3. Written progress reports will be provided to the City at least 5 working days in advance of each progress meeting.

4. City to submit proposed changes/amendments to the monthly progress reports, in writing, to Consultant for its use.

5. Additional project budget expenditures determined to be responsibility of the contractor will be addressed quarterly with adjustments being made to progress payments.

Deliverables:

1. Monthly project progress report.

2. One page summary report.

3. Monthly progress review meetings with minutes/summaries.

1.3 Document Management System

Purpose:
390

SCOPE OF WORK

To establish a system for the timely logging, filing, and tracking of project related correspondence to assure timely responses, and provide a record of communications to enable efficient retrieval and establish the chronology of events for use in dispute resolution.

Approach:

Consultant will set up a document tracking system to maintain project files.

Assumptions:

1. Actual logging, filing, and tracking of project information will be performed under separate tasks and subtasks.

2. The Consultant file index will conform to the Caltrans filing numbering system.

Deliverables:

Implementation of a computerized document management system that includes written procedures for use of the project team.

1.4 Public Outreach Strategy

Purpose:

To provide a strategy for dealing with issues related to the impacts of construction on the residential neighborhoods and businesses located adjacent to and within the limits of the project, to respond to public inquiries regarding the project, and to coordinate with the City, law enforcement, emergency services providers, transit agencies, school districts and others as needed regarding construction activities that may impact public safety.

As part of the public outreach effort it is anticipated that the team will conduct public meetings before and during construction. The team will also need to attend local community meetings to provide updates and information as requested.

Approach:

Consultant will develop in conjunction with the City a strategy for neighborhood and local community communication related to construction phase impacts and mitigation.

Assumptions:

Consultant will be responsible for development of the public outreach strategy. However, the City will provide general guidelines for community and neighborhood affairs and dictate protocol as required. The City will be responsible for the review and approval of the overall plan.

Deliverables:

1. Consultant: Draft Public Outreach Strategy memorandum.

2. City: Review and comment on draft Public Outreach Strategy memorandum.

3. Consultant: Final Neighborhood Affairs Strategy memorandum.

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SCOPE OF WORK

1.5 Sub-Consultant Management

Propose:

To coordinate and manage sub-consultant services contracted with consultant. Sub-consultants include inspectors, surveyors, landscape architects, material testing consultants, biologists/archeologist, paleontologist, public outreach, and/or others, as needed.

Approach:

Consultant will coordinate and manage the utilization of sub-consultants for the City in order to comply with the terms of the contract documents and the requirements of regulatory agencies.

At the City’s direction, Consultant will negotiate and enter into sub-consultant agreements with select sub- consultants.

Assumptions:

1. The City will retain final approval rights over invoices for City contracted consultants.

2. All costs associated with Consultant’s sub-consultant services will be billed to the City in conjunction with Consultant’s services on a monthly basis.

Deliverables:

1. Copies of all sub-consultants reports. Original reports will remain with Consultant until project closeout, at which time all originals will be forwarded to the City with the project documentation.

2. Copies of all sub-consultant invoices billed through Consultant.

3. Original invoices reviewed and approved by Consultant for City contracted consultants.

2 – PRE-CONSTRUCTION PHASE SERVICES
Consultant shall provide specialized services during the project pre-construction phase, including the bidding periods of the project. These services are intended to involve the construction manager early in the project and to provide advanced planning for construction phase activities.

2.1 Constructability Review

Purpose:

To provide the City and Consultant with reasonable assurance that project can be adequately constructed as indicated on the Design Plans and to endeavor to minimize contract change orders and reduce the project schedule to the extent possible. To enable changes to be made to the Project Documents by the Design Engineer before the construction contract bids are due.

Approach:

Consultant will perform a constructability review of the project, analyzing the phasing and staging of project construction for conflicts and to minimize the disruption to traffic. Review of the Project Plans (including construction notes), the Project Specifications, Estimates, and applicable permits technical reports for the Project is required for a thorough understanding of the project. The Consultant will also perform an Independent Quantity Take-off of the major items of work on the Project. 392

SCOPE OF WORK

Assumptions:

The Project Plans and Project Specifications are essentially complete and ready for advertisement. 90% Plans are a part of Attachment II.

Deliverables:

1. Constructability comments and report for review by the City and Design Engineer. Consultant will provide two (2) copies of the comments and report.

2. The Independent Quantity Take-off with comments and supporting calculations, wet stamped and signed by the Consultant’s Engineer in Responsible Charge.

2.2 Pre-construction Coordination

Purpose:

In order to minimize the project construction time there will be a need to have a concentrated effort to do as much work in advance of the contractor moving on site and to coordinate with other projects in the vicinity.

Approach:

The Consultant will coordinate with other agencies, companies, local residents and the contractor to ensure that there are no delays to the start of construction. This will involve close coordination with utility companies to ensure that any relocation work done prior to construction is properly managed. Also, the Consultant needs to assist the utility companies to plan any relocation work scheduled during construction. Once the low bid contractor is selected the Consultant is to work closely with the construction team to ensure that they obtain all necessary approvals, permits, supplies, etc.

Consultant will need to be aware of other public and private construction projects in the vicinity and ensure that there is close coordination between the projects.

2.3 Construction Management Plan

Purpose:

To provide the City and Consultant with uniform procedures and standards for the administration of the construction contract.

Approach:

Consultant will develop a procedures manual that is usable for the construction project utilizing the Caltrans Construction Management Manual and portions of the Local Assistance Manual. The Manual will be compilation of both manuals, using various parts from both manuals as appropriate and incorporating a section concerning emergencies. The City approved manual will used by the City, as it deems appropriate.

Deliverables:

1. Draft project manual for review by the City. Consultant will provide two (2) copies of the draft.

2. After review and comments, provide two (2) copies of final project manual to the City.

393

SCOPE OF WORK

2.4 Contract Bidding Support

Purpose:

To provide support to the City and Design Engineer during the Bidding Phase of the project to ensure bid documents are satisfactory and complete, and selection of the contractor follow proper standards and procedures.

Assumptions:

Design Engineer Consultant will be the main responsible party to support the bidding phase. Consultant will be available as needed to coordinate activities, review documents, provide recommendations and attend meetings during the Bid document preparation and Contract Bidding phase.

Deliverables:

Consultant will:

1. Assist the City to pre-qualify bidders and major sub-bidders, and develop bidder’s interest in the project. Assist the County in issuing bidding documents.

2. Attend pre-bid conferences and provide information to bidders regarding City expectations of them throughout the project duration and familiarize bidders with the bidding documents, proposed management techniques and with any special systems, material or methods.

3. Assist the City and Design Engineer with the receipt of questions and timely responses to bidders.

4. Assist in the review and preparation of Addenda to be issued to the Bidders.

5. Assist in the bid analysis including accuracy of bids, identifying the lowest responsible bidder, checking references and other bid forms and make recommendations to the City for the award of contracts and/or reject of bids.

6. Conduct a pre-construction “kick-off meeting” that includes all agencies, utilities, and contractors that will be participating in the Project. Attend any other pre-construction meetings that may be required.

2.5 Local Assistance Documentation/Local Partnership Program Documentation

Purpose:

To assist the City in field observation, testing and preparation of documentation required for compliance with Local Partnership Program Requirements and the Caltrans’ Local Assistance Procedures Manual.

Approach:

Consultant in conjunction with the City will review the Local Assistance Procedures Manual to ensure that all contract administration procedures, documentations, and filing systems are in accordance with the Local assistance Procedures Manual, and as required by the Local Partnership Program requirements.

Deliverables:

Individual tasks required for compliance with the Local Assistance Procedures Manual and Local Partnership Program requirement are identified as specific tasks including all required checklist, forms, filing system, procedures for progress payments, change orders, claims, correspondence, as-builts, reporting, permit compliance, permit renewals, final invoicing and claims mitigations and resolutions.

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SCOPE OF WORK

Compliance with the Caltrans Construction Manual, Traffic Manual, MUTCD, ADA Guidelines, Cal OSHA Safety Orders, SWPPP & PMP preparation Handbook, and all Bridge Manuals is also required, as applicable.

2.6 Pre-construction Walk Through

Purpose:

To review, document and agree to the existing conditions of the project site and neighboring area conditions prior to the start of the construction.

Approach:

Prior to the issuance of Notice to Proceed, Consultant, the Contractor, utility company representatives, biologist, archaeologist, and City will walk the entire project and record existing conditions via a written log, still photographs, and videotape where required. Consultant will provide copies of all documentation to the Contractor and City. Consultant will keep documentation originals in the project files until project completion.

Assumptions:

Project walk will not take longer than two days with approximately the same amount of time to log, file and copy the information

Deliverables:

A written log, still photographs and any videotape depicting existing site conditions, as recorded prior to the start of construction.

2.7 Environmental Compliance Prior to Start of Construction

Purpose:

To maintain compliance with permitting agency guidance and Special Provisions. Please see individual permits for more detailed information regarding activities, submittals, and reporting.

Assumptions:

That these activities will occur prior to the start of construction.

Deliverables:

1. Submit to USFWS and CDFW name of Project Biologist(s) at least 60 days prior to project construction start for approval by USFWS and CDFW.

2. Notify permitting agencies of start of construction as per individual permit conditions.

3. Project Biologist shall implement Worker Environmental Awareness Program to educate on-site workers about sensitive environmental issues. Project Biologist shall provide interpretation for non- English speaking workers.

4. Project Biologist shall conduct all pre-construction surveys in accordance with the environmental document, MMRP and permits for Project within their specific survey time frames. This includes least Bell’s vireo, nesting birds, burrowing owl and bats.

5. Project Biologist shall oversee delineation of work boundary with appropriate fencing or flagging.

Biologist shall determine and clearly delineate avoidance or buffer areas. 395

SCOPE OF WORK

6. At least 60 days prior to construction, Project Biologist shall prepare and submit an Aquatic Species Protection Plan to CDFW.

3 – CONSTRUCTION MANAGEMENT SERVICES

Consultant, on behalf of the City, will provide construction management services for administration of the construction contract. Construction Management services will encompass the Quality Assurance and enforcement of all construction contract requirements. It can be expected that the contractor will be working on site 24 hours per day. CM services are to be provided to enforce construction contract requirements.

3.1 Pre-construction Conferences

Purpose:

To provide a forum for all essential project participants to meet prior to the start of work. This meeting will outline the City’s administration of the contract, introduction of the participants, and record all comments and questions submitted by the contractor. Provides an understanding of the procedures to be used on the project and what the Contractor can expect from the City and its consultants.

Approach:

Consultant will schedule, prepare the agenda, chair and take minutes of the pre-construction meeting. The meeting will outline project specifics and inform the Contractor of project administration procedures.

Assumptions:

1. The City will provide the meeting venue.

2. The City will assist Consultant in developing the attendee list.

3. Consultant will prepare a draft agenda for City approval prior to meeting.

Deliverables:

1. Written agenda and minutes of pre-construction conference.

2. Electronic copies of pre-construction meeting minutes to the attendees.

3. Review and comment on contractor’s base-line schedule.

4. Establish ground rules of coordination & communications with contractor and designer concerning the processing and reviewing of submittals and RFI’s.

5. Maintain construction documents per the Local Assistance procedures manual.

6. Enforcement of Labor Compliance Requirements.

7. Enforcement of Quality Assurance Program

8. Completion of all necessary attachments as detailed in Local Assistance Procedures Manual.

9. Discussion of environmental permits requirements.

10. Discussion of water quality requirements.

11. Discussion of utility company requirements.

12. Preparation of invoices for reimbursement.

3.2 Communications and Correspondence

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Purpose:

To provide for and/or facilitate effective communications, on behalf of the City and among all stakeholders in the administration of the construction contract.

Approach:

Consultant will obtain all pertinent information as required to develop a project directory of all key personnel and stakeholders working on the project. Consultant will develop a graphic chart indicating the proper flow of correspondence. Consultant will log all information received from the Contractor and others. Lastly, Consultant will prepare and/or forward appropriate responses, obtaining City approval when required.

Assumptions:

1. The Consultant’s Correspondence Log will be used for all correspondence received from the City, the contractor and others.

2. All original correspondence will remain with the project files. Only copies will be distributed, with the exception of shop drawing submittals.

3. The Consultant’s project files will be turned over to the City upon the conclusion of the project.

Deliverables:

1. Communication flow chart.

2. Written logs of information received from the City, the Contractor, design consultants, biologist, testing firm, citizens and/or others.

3.3 Project Changes and Construction Change Order Management

Purpose:

To review proposed changes to the project and determine if the change is necessary and/or beneficial to the project, and if such changes constitute a change order.

To provide a system for logging and tracking all changes on the project.

To provide the City with assurance that the Contractor is not presenting requests to be paid for additional work included in the original contract.

To assure the City that the associated extra work costs and time extension requests are fair and reasonable to both the City and the Contractor.

Approach:

Consultant will review potential changes to the project for contractual and technical merit, prepare independent cost estimates and schedule analysis of work, discuss proposed changes with City, and negotiate change order costs with the Contractor. Consultant will prepare change orders with all required support documentation for execution by the City. Consultant will keep the City apprised of cumulative changes in the project cost and project duration.

Consultant will negotiate change orders on behalf of the City and will use the following approach in assisting & coordinating the process with the City:

Requests for Changes by the City

1. Consultant will forward a Request for Quote (RFQ) to the Contractor for pricing and stipulation of 397

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proposed time extension, if requested work can be shown to impact the project’s critical path. The RFQ shall contain a description of the extra work (normally provided by the Designer) to fairly price the work.

2. Consultant will prepare an independent cost estimate of the extra work.

3. Consultant will review the cost quote from the Contractor for completeness, negotiation cost and time extension requests as required and, obtaining City concurrence throughout the process. Obtain City authorization for proceeding with the change, based on definitive cost and time extension values.

4. Should Consultant and Contractor be unable to negotiate a reasonable price, the City will be consulted prior to directing the work via alternative contract change options such as proceeding on a time and material basis or proceeding by force account.

Request for Changes by Contractor

1. Consultant will review requests of proposed cost and/or time impacts for merit. If Consultant determines the request fails on merit, the contractor will be informed of the reasons why the request is denied. Should Consultant determine the request has merit, Consultant will proceed with steps 2 and

3. 2. Consultant will prepare an independent cost estimate and schedule analysis of the work.

3. Consultant will negotiate extra work cost and time extensions with the Contractor.

4. Consultant will prepare change order documents for approval and execution by the City.

Assumptions:

1. Consultant will have authority to make minor changes to work that it determines to have no cost or time impacts to the construction project.

2. Consultant will be allowed to use their own judgement regarding how best to handle cost negotiations with the Contractor, but will keep the City informed throughout the process.

3. Consultant will prepare official change order documentation to be processed with the Contractor’s regulation application for payment.

4. Consultant will transmit electronic copies of change order documentation to the City.

5. Consultant will obtain final approval of all project cost and/or project time changes from the City, and Caltrans prior to authorizing the Contractor to proceed with changes.

Deliverables:

1. Perform quantity and cost analysis as required for negotiation of change orders

2. Analyze additional compensation claims that are submitted during the construction period and prepare responses.

3. Perform claims administration including coordinating and monitoring claim response, logging claims and tracking claim status.

4. Change order documentation ready for approval and execution by the City.

3.4 Monthly Construction Progress Reports

Purpose:

To keep the City apprised of the project status during the prescribed construction period.

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Approach:

Consultant will prepare a monthly report that provides construction status to the City and other involved parties. The monthly report shall contain the following:

1. Status of contractor’s schedule and what the contractor is doing to maintain or catch up if the schedule has slipped. While the focus will be on critical path items, other items that might become critical will be discussed in the report.

2. Construction and construction manager’s costs incurred for the month.

3. Cash flow projections for both the contractor and Construction manager.

4. Identify actual and potential problems associated with the construction project and consult with the Project Manager and design engineer.

5. Evaluate Value Engineering Change Proposals (VECPs) and provide recommendations to the Engineer for acceptance or denial.

6. Potential Issues, pending change orders and executed change orders.

7. Photographs to show construction activities and for clarity regarding special issues.

8. Other information deemed necessary for the City to have a concise understanding of the construction Project.

Assumptions:

The City will assist City in the initial formatting of the first report.

Deliverables:

1. Monthly progress report.

2. One page summary report for distribution to City staff or elected officials.

3.5 Schedule Monitoring

Purpose:

To monitor and review the Contractor’s schedule, after acceptance of the baseline schedule, so that the project is not being delayed over issues within the control of the Contractor and ensure project is completed within approved schedule.

Approach:

Consultant will develop procedures, using available software, to review the Contractor’s monthly schedule updates for logic, duration, and resource changes. Consultant will notify the Contractor of discovered changes and document the Contractor’s response, for the record. Consultant will keep the City apprised of the Contractor’s current construction schedule.

Assumptions:

Contract specifications will require the Contractor to use Critical Path Method (CPM) scheduling tools/software.

Deliverables:

1. Consultant will prepare and transmit to the Contractor schedule review comments

2. Monthly review of contractor’s schedule updates and provide a summary to City on schedule status 399

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and impact of changes to completion date.

3. Monitor and facilitate utility coordination with various utility companies and the Contractor.

Incorporate relocations in the schedule and report any delays and impacts to the completion date.

3.6 Cost Monitoring

Purpose:

To provide the City with a system that is easy to understand and provides up-to-date cost information for making timely decisions.

Approach:

Using a software to generate spreadsheet and graphs for the purpose of monitoring anticipated and actual cost outlays.

Assumptions:

The City will provide direction regarding desired cost monitoring information and report formats.

Deliverables:

1. Monthly cost monitoring reports in a format to be determined.

2. Monthly progress report for the City describing key issues, cost vs. budget status, and schedule status.

3.7 Progress/Coordination Meetings

Purpose:

To provide a forum for the review of the project status, the look-ahead schedule including activity sequence and duration, schedule for delivery of long lead items, outstanding RFIs, submittals, and other project issues.

Approach:

Consultant will conduct weekly progress/coordination meetings, to be attended by the City, the Contractor, Consultant and other invitees. Consultant will request the City and the Contractor to submit agenda items for the meetings. Using the proposed agenda items and agenda items developed in house, Consultant will prepare a comprehensive agenda for the meeting and distribute the agenda to all parties scheduled to attend.

Following the meeting, Consultant will distribute meeting minutes, requesting either the concurrence of those who attended, or suggested corrections to the minutes. Minutes will be filed as either approved or amended.

Assumptions:

1. The City’s and Contractor’s staffs will be able to meet on a regular basis with minimal absences.

2. Meeting will not take place more than once a week or will not last longer than one hour.

3. The Contractor will submit a look-ahead schedule (2 or 3 week) at each meeting.

Deliverables:

1. Agenda with status of open items from previous meetings.

2. Meeting minutes, for review, with action items noted.

3. Amended meeting minutes, if required.
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4. Submittal, Issue log, Change Order log and RFI and RFQ working logs.

3.8 Payment Recommendations

Purpose:

To verify that the Contractor’s request for payment does not represent more than an amount that is reasonable for the work done on a monthly basis. To prepare progress payment recommendations on behalf of the City for work completed and materials stored on hand (if allowed).

Approach:

Consultant will review and approve the Contractor’s monthly progress based on the percentage of work activities complete. Consultant will collect all necessary document needed for reimbursement for LPP grant.

The Contractor will submit a certified application for payment to consultant for final review. Once approved, City will review, approve and execute the payment.

Assumptions:

1. The City will make payments in accordance with the contract stipulations and State Law to the Contractor once each month.

Deliverables:

1. Contractor’s certified application for payment.

2. Progress payment request documents suitable for approval and execution by the City.

3.9 Safety

Purpose:

To review the Contractor’s work site safety and notify the contractor of unsafe conditions, as observed.

Implement the Cal OSHA Safety Orders requirements for providing safe work site conditions.

Approach:

Consultant will observe contractors’ work area. Contractor is to be informed if unsafe work conditions and/or areas are observed. Immediate shutdown of contractor’s work may be required if conditions endanger property and/or life. Random attendance of contractor’s tailgate meeting. Consultant will conduct its own bi- weekly staff safety meeting to discuss specific safety procedures and issues relating to current or upcoming construction activities requiring unique safety procedures.

Assumptions:

1. Contract document requires Contractor to submit its safety program and safety officer prior to the start of work.

2. Contract documents or Contractor’s safety program requires contractor to submit accident reports.

3. Consultant assumes no responsibility for safety of contractor’s work areas.

4. Consultant assumes no responsibility for implementation of Contractor safety program or its construction means and methods.

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Deliverables:

1. Accident reports from Contractor.

2. Bi-weekly safety meeting minutes.

3. Copies of safety issues discussed during contractors tailgate meetings.

3.10 Environmental Coordination & Biological Monitoring

Purpose:

To verify the contractor has copies of applicable permits and that the work activities abide by the requirements of the permits granted by regulatory agencies. All permits shall be kept current and renewed prior to expiration throughout the project duration.

Approach:

Consultant will review and enforce requirements stipulated in permits issued by regulatory agencies.

Consultant will mobilize the services of its sub-consultant for Biological Monitoring who will provide a certified Biologist (Monitor).

Assumptions:

1. All permits will be provided to Consultant for review.

2. All permits will be included in the contract documents.

3. Project Biologist will ensure compliance with permits and Stewardship Section of the project’s Special Provisions.

4. A certified Biologist will be provided by Consultant’s sub-consultant. This Biologist shall be knowledgeable and experienced in biology of wildlife resources present at the Project.

5. The USFWS must approve the Biological Monitor. Biological Monitor will be responsible for oversight of Programmatic Biological Opinion for any listed or protected species within or adjacent to the PROJECT site.

Deliverables:

The Consultant’s sub-consultant Biological Monitor will:

1. Develop a Worker Environmental Awareness Program. Each employee (including temporary, contractors, and subcontractors) will receive a training/awareness program. Interpretation for non -English speaking workers will be provided. They will be advised of the potential impact to the listed species and the potential penalties for taking such species. At a minimum, the program will include the following topics:
occurrence of the listed and sensitive species in the area, their general ecology, sensitivity of the species to human activities, legal protection afforded these species, penalties for violation of Federal and State laws, reporting requirements, and project features designed to reduce the impacts to these species and promote continued successful occupation of the project area environs. Included in this program will be color photos of the listed species, which will be shown to the employees. Following the education program, the photos will be posted in the resident engineer's office and contractor's office, where they will remain throughout the duration of the project. The RESIDENT ENGINEER, CONTRACTOR, and USFWS- approved biological monitor will be responsible for ensuring that employees are aware of the listed species.

2. Ensure that ESAs will be designated by erecting protective fencing delineating the project impact boundary and sensitive habitats and that this barrier fencing will be constructed in such a way as to restrict the 402

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movement of fauna into impacted areas but not trap wildlife within project construction area. Be present for all ESA fence construction. Inform all parties associated with this project to strictly avoid these areas and that no construction activities, materials, or equipment will be permitted in the ESAs. ESA fencing shall be monitored daily.

3. Relocate any specified animals using traps or other methods acceptable to the USFWS if necessary.

Relocation sites must be identified by the USFWS.

4. Be present at all pre-construction and pre-grade meetings and on site during vegetation removal.

5. Will have the authority to halt al l associated project activities that may be in violation of any biological opinion. In such an event, the biologist will contact the USFWS within 24 hours.

6. Monitor that the construction work areas are delineated and marked clearly in the field prior to any habitat removal, and the marked boundaries are maintained and clearly visible to personnel on foot and heavy equipment operators. Shall strictly limit contractor personnel from activities and vehicles outside the proposed project areas, staging areas, and routes of travel.

7. Monitor construction to ensure that vegetation removal, Best Management Practices (BMPs), ESA fencing, and all avoidance and minimization measures are properly constructed, maintained and observed.

8. Monitor that all equipment maintenance, cleaning, staging, and dispensing of fuel, oil, or any other such activities, will occur in designated upland areas 50 feet from any channel. The designated upland areas will be located in such a manner as to prevent any runoff from entering waters of the United States, including wetlands.

9. Monitor that the typical erosion control measures, BMPs, in the vicinity of streams will be employed in accordance with the conditions in the 401 Water Quality Certification requirements of the Regional Water Quality Control Board.

10. Monitor the restriction of the use of invasive exotic plant species in landscaped areas adjacent to or near sensitive vegetation communities. In compliance with Executive Order 13112, impacted areas will be revegetated with plant species native to the area.

11. Monitor that all construction equipment will be inspected and cleaned prior to use in the proposed project footprint to minimize the importation of non-native plant material per the Vehicle Equipment Treatment Plan. Also monitor/verify that all mulch, topsoil and seed mixes used during post construction landscaping activities and erosion control BMPs will be free of invasive plant species propagules. Ensure that a weed abatement program will be implemented should invasive plant species colonize the area within the project footprint post-construction per Weed Abatement Plan.

12. Monitor that no off-road vehicle activity from construction personnel or other persons affiliated with the project will occur outside of the project footprint.

13. Monitor that the all trash will be placed in covered containers and removed from the site daily.

14. Monitor that no pets or firearms will be permitted inside the project’s construction boundaries or other associated work areas.

15. Monitor least Bell’s vireo and other bird species per Nesting Bird Management Plan and Burrowing Owl Protection Plan.

16. Biologist shall ensure that Environmental Commitments Record (ECR) activities are conducted, and assist CONSULTANT in filling out ECR.

17. Monitor that all soil/rock removal and storage activities will be restricted to the project footprint, including staging and detour locations, and that no activities will be authorized that extend beyond the boundaries of the project footprint.

18. A Paleontological Mitigation Plan has been prepared for Project. A paleontological monitor will monitor 403

SCOPE OF WORK

all subsurface -disturbing activities during construction. The Monitor will attend the preconstruction meeting. Monitor will provide paleontological resource awareness training prior to construction for one hour. A final summary report shall be prepared by monitor.

19. Monitor that proper signage be implemented to advise motorists that the vehicle speeds on unpaved construction access roads will be restricted to a m aximum of 25 MPH Speed limits must be reduced to 5 MPH within wildlife corridors during nighttime construction.

20. Monitor that all culverts, bridges, and associated water passage structures will be maintained such that water and sediment may pass between upstream and downstream locations and so as not to block the passage of wildlife.

21. Bat Surveys: CDFW approved biologist will conduct an additional nighttime survey during June -August.

Results of the survey will be submitted to CDFW for review. If a maternity colony is discovered biologist will develop measures and buffers to be submitted to CDFW for review and approval. A Bat Avoidance, Monitoring, and Protection Plan will be prepared that details these measures and buffers, among others detailed in the 1600 permit. Included in these measures will be the inspection and removal of swallow nests in the fall to prevent bats from wintering over in them. Biologist shall oversee the removal of mature trees and snags by the two-step process.

22. Biologist shall monitor construction and removal of water diversion in accordance with Avoidance Management Plan for Santa Ana Sucker (SAS). Biologist shall be certified to handle and preserve SAS.

23. At the end of each work day, biologist or designee shall o versee the securing of all open trenches so that animals are unable to enter and become trapped.

24. Monitor is to ensure compliance with any U.S. Army Corps of Engineers (USACE) 404 permit authorization, California Department of Fish and Wildlife 1600 permit, 408 permit from San Bernardino County and USACE and the California Regional Water Quality Control Board 401 permit.

25. Monitor shall wear Class II or Class III safety vest and hard hat at all times on the job site and shall be aware of the location of all heavy equipment in the vicinity as they may not be visible to the equipment operator.

26. All materials submitted will become the property of the COUNTY.

3.11 Neighborhood Communication/Public Information

Purpose:

To provide an efficient means for keeping traveling public, adjacent residents and businesses appraised of the work activities they will encounter during construction. To provide a local contact telephone number that residents and businesses may contact to pose questions and discuss concerns.

Approach:

Using the Neighborhood affairs strategy memorandum, developed per Section 1 of this scope, Consultant will prepare “Dear Neighbor” letters and door hangers as a means to communicate with adjacent residents and businesses. Attending and facili tating public meetings, responding to citizens and business owner’s inquiries.

Working with the City’s Communications Department.

Assumptions:

All information for public use is to be reviewed for concurrence by the C ity and provided to the County as requested.

Deliverables:

1. Attend Neighborhood/Business meetings on an as needed basis. 404

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2. Minutes of any meetings listing questions posed by residents and business owners.

3. Work progress flyers (Dear Neighbor letters).

4. Door hangers if not provided by the Contractor.

5. Local contact number for CONSULTANT.

6. 24-hour hot line

7. Installation of a construction site video camera

8. Project web page maintenance and updates including current schedule, progress updates, costs, public meeting information, camera feed, and project exhibits

9. Provide Draft “Friday” report items to the COUNTY and draft news releases as needed.

10. Coordinate with CHP, law enforcement, emergency services, etc. regarding construction activities that may impact public safety.

3.12 Traffic Control and Signal Timing

Purpose:

To provide an efficient means for keeping traffic flowing through the site to adjacent residents and businesses during construction.

Approach:

Using a Traffic Engineer, Consultant will provide the necessary expertise to evaluate and modify permanent and temporary traffic controls, including signal timing as necessary to ensure the safe and efficient handling of traffic through the project site. Work with the City engineering office.

Assumptions:

Any City desired changes to the traffic handling will be communicated to Consultant in a timely manner. Any Contractor desired changes to the traffic handling plans will be handled per Section 3.3 of this scope and require City concurrence prior to implementation.

Deliverables:

1. Monitor, review and provide recommendations for modifications to traffic handling during the course of construction.

2. Work with the City to implement those signal timing charts, if needed.

3.13 Submittal Management and Review

Purpose:

To provide an efficient means of processing and reviewing submittals, including working drawings, shop drawings, product data, sample and other items furnished in accordance with Sections 5-1.02 and 5-1.02A of the State Standard Specifications, from the Contractor and forwarding applicable submittals to the Project Designer as may be appropriate.

Approach:

Consultant will develop a comprehensive submittal list for distribution to the Contractor and the Designer.

Consultant will update and submit status submittal logs for review at each coordination meeting. Consultant 405

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will work with the Contractor and Designer (where applicable) to encourage timely submission, review and approval of submittals as outlined in the Contract Documents, prior to inclusion of submitted materials in the progress of the work. In addition, C onsultant will perform the engineering reviews and approvals for working drawings and calculations provided b y the Contractor in accordance with Sections 5-1.02 and 5-1.02A of the State Standard Specifications and within the review timeframes as specified in the applicable sections of the contract documents and specifications. The following steps will be taken in reviewing the Contractor’s submittals:

1. Log all submittals by Specification Section.

2. Ensure that the Contractor has provided a complete submittal, coordinated with the work of other trades, and that all deviations have been noted. Submittal is returned to the contractor if it is not complete.

3. Construction Manager reviews submittal for general compliance with the specification.

4. Applicable Submittals are forwarded to Designer for formal review. Submittal status is logged.

5. Submittals sent to Designer are returned to Consultant. Submittal status is logged.

6. Consultant to perform engineering review of submittals consisting of working drawings and calculations furnished in accordance with Sections 5-1.02 and 5-1.02A of the State Standard Specifications. Such submittals shall be reviewed and approved by C onsultant’s Resident Engineer in accordance the above sections, other applicable sections of the State Standard Specifications and the Caltrans Inspection Manuals for the associated work (i.e. Falsework, Prestressing, Trenching and Shoring, etc.).

7. Approved submittals are returned to the Contractor for use in work. Submittal status is logged.

8. Consultant to inform Contractor if a re-submittal is required.

Assumptions:

1. Consultant will not be responsible for errors or omissions in submittal lists.

2. Coordination and submission of submittals in accordance with requirements of the contract is the responsibility of the Contractor.

3. City will provide a listing of submittals to be reviewed by the Designer or others including City staff.

4. Consultant will not make an exhaustive review of Contractor’s submittals except as noted above.

5. Consultant will forward to the Designer all submittals designated by the City to be reviewed and approved by Designer. These submittals are typically for pre-manufactured materials and assemblies specified in the Contract.

Deliverables:

1. Submittal status log.

2. Check Calculations, where required.

3. Copy of all approval letters, approved working drawings, submittals and final submittal log.

4. Request for Information (RFI) Management

3.14 Request for Information (RFI) Management and Review

Purpose:

To provide an efficient means of processing Requests for Information (RFIs) submitted by the Contractor. The efficient management of RFIs permits timely communication between the Designer and the Contractor.

Approach:
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Consultant will receive, log and review all RFIs for completeness and verify the question is reasonable and understandable. C onsultant will provide a short technical review of the RFI to determine if the issue is addressed adequately in the contract documents. Consultant will return the RFI if the question is unclear or, in the opinion of Consultant staff, the answer is contained in the contract documents, noting where the requested information can be found in the contract documents. C onsultant will track RFIs, using the software similar to Expedition, and facilitate the timely response from the Designer.

Assumptions:

The Designer will respond with an answer to all RFIs within the contract stipulated time period for response.

E-mail will be used to forward RFIs to the Designer and return responses to the Contractor, with original documents to follow.

Deliverables:

1. Comprehensive log of all outstanding RFIs and their status.

2. Prepare responses to RFI’s related construction issues

3. Transmit design related RFI’s to design engineer and copy City Project Manager.

4. Conduct meetings with the Contractor and other parties as needed to discuss and resolve RFI’s.

3.15 Document Management

Purpose:

To provide the City with an electronic means of tracking all documents exchanged between the parties involved in the construction of the project.

Approach:

Consultant will File Index modified to conform to the Caltrans filing system to log all documents in the project field office. Documents will be scanned into the document control system and attached to the file index categories. All documents will be filed as an electronic file and hardcopy.

Deliverables:

1. Comprehensive logs of all documents in the project files (electronic and hardcopy). Electronic files shall not require special software to read or access.

2. All hardcopy project documents exchanged on the project between the various parties.

3. Establish and process project control documents to include:
• Daily inspection and Resident Engineer’s diaries
• Weekly Statement of Working Days
• Monthly progress report and monthly progress pay estimate • RFI’s, Submittals
• Correspondences with Contractor, Caltrans, Permitting Agencies, Utility Companies, Regulatory Agencies, and other stake holders
• Survey requests and survey notes
• Materials receipts, materials testing results, and certificate of compliance • Mix designs

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3.16 Review Certified Payrolls

Purpose:

To verify the Contractor provides certified payroll reports in conformance with the provisions of the contract and applicable State Law. To verify the certified payroll reports contain information required by the Labor Code.

Approach:

Consultant will receive and review certified payrolls from the Contractor and each of its subcontractors.

Consultant will check for the “Statement of Compliance” from the Contractor and/or subcontractors, and spot- check wages for each classification of laborer or craftsperson. Consultant will notify the City and the Contractor of all discrepancies and/or errors and request a corrected Certified Payroll.

Assumptions:

1. Consultant will conduct employee interviews, for the p urpose of verifying payment of prevailing wages.

Consultant will perform a minimum of one interview per trade, per contractor per month.

2. Consultant will not be held responsible for enforcement of the Labor Code.

3. Consultant will maintain a weekly list of subcontractors working on the project.

4. Consultant will not be responsible for identifying every worker on site.

Deliverables:

Hardcopies of the Contractor’s certified payrolls maintained in the project files.

3.17 Storm Water Pollution Prevention Plan (SWPPP)

Purpose:

To protect the City from potential fines from regulatory agencies by monitoring contractors' activities regarding pollution prevention controls and/or activities for general compliance with the contractor’s SWPPP Best Management Practices (BMP).

Approach:

Consultant will observe the contractor’s work area for general compliance with the SWPPP Best Management Practices (BMP) and notify the contractor if the pollution prevention controls are not in accordance with the SWPPP. Failure to revise and correct conditions will be cause to have the City take corrective action. Immediate shutdown of the contractor’s work may be required, if conditions are in non -compliance with the SWPPP or other permit conditions.

Assumptions:

1. Consultant will not provide full time inspections of contractor’s work areas for compliance with the contractor(s) SWPPP and BMP.

2. Consultant will not be responsible for contractor(s) means and methods for complying with the BMP listed in the SWPPP.

3. Consultant will not be responsible for costs incurred by the contractor(s) for its failure to comply with its SWPPP.

4. Consultant will document site conditions with respect to SWPPP and BMP weekly and maintain a separate file for said reports.

Deliverables:
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SCOPE OF WORK

Contractor(s)’ SWPPP monitoring reports and C onsultant documentation of site conditions kept in project file for the record.
4 – CONSTRUCTION INSPECTION SERVICES

4.1 Inspection and Documentation

Purpose:

To provide the C ity with documentation of construction activities, duration of activities, manpower and equipment allocation, inspections, and work conditions.

Approach:

Consultant will provide experienced and qualified inspectors acceptable to the C ity. Inspectors will document the Contractors’ daily activities, manpower loading, on-site equipment and items considered pertinent to the project. Construction contractor may be working on site 24 hours per day. CM services are to be provided to enforce the construction contract requirements.

Consultant will coordinate and manage the utilization of C onsultant’s inspectors for the purpose of providing daily inspections and/or special inspections as deemed necessary and beneficial for proper completion of the project, or, at the C ity’s direction, C onsultant will negotiate and enter into sub-consultant agreements with qualified inspectors including special inspectors, as needed and defined in Task 1.5.

Assumptions:

1. Consultant shall provide inspectors who are experienced and qualified for the inspection required.

2. All inspections will be within the project limits.

Deliverables:

1. The Inspectors will ensure compliance with all aspects of this construction contract by continuously monitoring, evaluating, approving or rejecting the contractor’s work in accordance with the approved construction contract and Caltrans requirements.

2. Consultant Inspector’s daily and/or special inspection reports maintained in the C onsultant project files and turned over to the City at the completion of the project. Copies of these daily reports will be submitted on a weekly basis or upon request.

3. Take and maintain digital photographs and videos as necessary to provide documentation of construction activities. All photos will be logged, date d and kept at the field office in a bound folder (hard copies and CD copy).

4. Verify field measurements for compliance with contract plans and specifications and provide quantity calculations for progress payments.

5. Continue to update an As-Built set of plans and review contractor’s marked set.

6. Conduct weekly project meetings, prepare and distribute to all designated parties.

7. Review the updated construction schedule and maintain record.

8. Review laboratory, shop and mill test reports of materials and equipment, and coordinate with design engineers as required, to ensure compliance with contract and Caltrans requirements to guard against defects and deficiencies in the project work.

9. As appropriate, require special inspection or testing, or make recommendations to the C ity regarding special inspections or testing of work not in accordance with the provisions of the contract documents 409

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whether or not such work is fabricated, installed or completed. Subject to review by City and/or Caltrans, Inspector may reject work which does not conform to the provisions of the contract and approving agencies.

10. Establish and process job control documents including:
• Daily inspection diaries
• Weekly Resident Engineers News Letter
• Monthly construction progress payment
• Request for information
• Survey requests
• Materials receipts
• Weigh master certificates
• Materials submittals
• Weekly statements of working days
• Construction change orders
• Review of certified payrolls

4.2 Materials Testing, Construction Testing & Quality Assurance Program (QAP)

Purpose:

To provide project site and laboratory testing of construction materials used in the project for the purpose of determining quality and acceptability of materials and workmanship incorporated into the project and in compliance with the contractor documents.

Approach:

Consultant will coordinate and manage the utilization of the materials and testing laboratory for the purpose of providing laboratory and field -testing of materials in accordance with test methods and frequencies specified in the contract documents, as required by the California Test Methods, and Caltrans’ Quality Assurance Manual.

Assumptions:

1. Consultant shall provide material testers and laboratory technicians who are experienced and qualified for the inspection required.

2. Consultant will ensure the implementation of the Quality Assurance Program for source inspections, materials acceptance, and special inspections as required by the contract.

3. All material testing, materials acceptance and special inspections will be within the project limits or as required by the contract.

4. Contractor must formally request testing in writing. If no formal request is made (at what time), the CM will ensure the contractor will stop the effected work until testing is complete and materials are deemed acceptable.

Note: City may, if they choose, perform part or all of the materials testing.

Deliverables:

1. Laboratory test reports maintained in the Consultant project files and turned over to the City at the completion of the project.
410

SCOPE OF WORK

2. Summary sheet of all test reports submitted by others to substantiate compliance with contract documents.

3. Summary sheets of all Certificates of Compliance or source release tags furnished by the Contractor along with the applicable delivered materials at the job site.

4. Testing summary sheets.

5. Coordinate source inspections and special inspections as required by the contract document and the Quality Assurance Program.

4.3 Surveying

Purpose:

To provide construction survey staking services for the construction of storm drains, curb & gutters, other utilities, street sections, sub-grades, bridges, walls and for monitoring settlement and other appurtenances as may be required for completion of the Limonite Gap Closure Project.

Approach:

Consultant will manage all survey staking services necessary for the construction of this project. Consultant will review contractor’s survey staking request for completeness and adherence to the boiler plate of approved survey activities (including interval spacing) and schedule survey staking in a timely manner.

The survey staking services shall conform to Sect ion 11 “Engineering Surveys” and Section 12 “Construction Surveys”, both of the Caltrans Survey Manual, the Land Surveyors Act and the following requirements:

1. Responsible Charge for the work shall reside with a Registered Civil Engineer possessing a licens e issues prior to January 1, 1982, or a licensed Land Surveyor, issued by the State of California.

2. Construction staking shall begin no later than two working days after the initial request is made through the Consultant’s Resident Engineer and received by the Land Surveyor; working days will be determined by the Land Surveyor’s standard work week.

3. Consultant will ensure that all survey -staking services are coordinated to meet the contractor’s operations schedule; staking requests are submitted and reviewed in a timely manner. Any penalties associated with time delays that are a result of a failure to provide approved staking requests to the Land Surveyor in a timely manner will be borne by the Consultant.

4. Consultant will provide field office support and offi ce space to the survey crews and check field staking notes after staking.

5. Consultant survey staking sub -consultant, if required and approved by the C ity, shall provide all labor, tools, equipment and other miscellaneous items necessary to perform their work, and providing one set of construction stakes as required by the construction contract.

Note: City may, if they choose, perform part or all of the surveying tasks.

Deliverables:

1. Maintain log of construction staking requests.

2. Maintain a construction-staking plan set in the field office for review, reference, and document any as-built changes.

3. Maintain files of all field notes for review and reference.

4. Limits of clearing and grubbing will be flagged at 100-foot intervals. 411

SCOPE OF WORK

5. Slope Stakes will be placed at 50-foot intervals. Rough grade will be staked at all grade breaks and at 50 - foot intervals. Slope stakes will be provided for roadway.

6. Finished grading stakes will be provided at all grade breaks and points of curvature (BC, EC, PRC, PCC, etc.) with curb and gutter stakes placed at 25 -foot intervals, and edge pavement stakes placed at 50 -foot intervals. Additional stakes at intermittent intervals can be provided where project conditions require, such as tight radius curves, etc.

7. Utilities will generally be controlled by adjacent construction staking or adjacent facilities with the Land Surveyor providing staking of project features and/or project right -of-way in the vicinity of the utility in question. Storm drains will be staked a t 50-foot intervals. Water and sewer lines, when required, will be staked at grade breaks, angle points, appurtenances (valves, crosses, ends, etc.) and at 50 -foot intervals; 25-foot interval spacing will be used when the grade is less than 0.3 percent. Stakes will be provided at the ends of pipes (with a corresponding “Line Only Point” stake) and at appurtenances, Drop inlets shall be staked with two 5-foot offset stakes parallel to curb, showing offset to curb line; the local depression is the contractor’s responsibility.

8. Retaining walls, bridge abutments and bents: one set of stakes will be provided for bridge construction as follows: At each abutment, pier or bent the corners of each footing will be staked, and three stakes w ill be provided: One stake will be provided at the intersection of the control line and abutment/bent/pier centerline. The other two stakes will be placed on the centerline of the abutment/pier/bent, one on either side of the structure, offset as requested by the Contractor. Approach slabs will be established at limits of slabs, with one set of stakes to offset requested by the Contractor. Retaining wall staking will be provided at not less than 20- foot intervals, or exceed 50-foot intervals. The Contractor shall provide retaining wall intermediate staking and additional survey controls as required to construct the structure to the grades and tolerances required by the Standard Specifications and Special provisions.

9. Other improvements such as permanent delineation, signs, lighting, signals, traffic detector loops, guard rails, etc., will be staked by the Construction Engineer.

10. Monuments established by the C onsultant shall be marked by the C onsultant with State furnished disks, plugs, or tags. In addition, the Consultant shall identify Consultant established monuments by tagging or stamping the monuments with the license or registration number of the C onsultant’s surveyor who is in “responsible charge” of the work. Replacement of Survey monuments shall be the responsibility of the Consultant. All new monuments shall be set in accordance with current Caltrans, City and Land Surveyors Act requirements.

4.4 Review and maintain “As Constructed Schedule”

Purpose:

To track contractor’s progress during construction of the project.

Approach:

Consultant will use the daily inspection reports prepared by C onsultant inspectors, the contractors’ schedule, site observations, and other sources of information, to track and document the contractor’s actual progress.

The contractor’s baseline critical path schedule or most recent accepted update will be used as a basis for comparing planned versus actual progress. The CPM software described in Section 2 will be used to track the contractor’s progress and build a schedule based on the contractor’s activities.

Assumptions:
412

SCOPE OF WORK

Monitoring will be on a continuous basis and the “as constructed” schedule will be updated monthly.

Deliverables:

An “As Constructed Schedule” with one electronic file (readable by software used by the City) and one hardcopy.

4.5 Maintain Photographic and Video Records of Construction Progress

Purpose:

To provide the City with a photographic record of the project, before, during and after construction.

Approach:

Using digital photography, and construction video recording cameras, Consultant will record the Contractor's progress during construction on a daily basis or otherwise as approved by the City. Care will be taken to record all items and/or conditions that have or may have a bearing on claimed extra work. Still photographs will be labeled with captions indicating subject matter, date taken, and any description required to further clarify the item/issue being photographed.

Deliverables:

1. A detailed photographic history of all phases of the project will be maintained in an album and the photographs will be indexed for ease of retrieval. Each photograph will be labeled as to location, direction of view, date, time, and description of work. Photos will include, but not be limited to, the following:
• Showing existing conditions prior to construction
• When opening or changing a detour
• Barricade placement
• Disputed work item
• Work that has to be duplicated, replaced or removed
• Completed work
• Extra work

2. Construction video cameras, with pan, zoom, tilt capabilities are to be installed prior to construction start and maintained throughout the project. One camera in each quadrant of the bridge shall be place so as to capture the widest range of activity and clearest views of the project to the extent possible. Cameras may be required to be relocated as project phase’s change. Coordination with C ity to provide live video feed via the City web site is required. Consultant is for an appropriate power source for the cameras. Solar power may be considered.

4.6 Review and Maintain “As Built” Drawings

Purpose:

To provide the City with accurate record drawings for the project.

Approach:

Consultant will monitor the contractor’s required record drawings on a monthly basis. In addition to monitoring the contractor’s drawings, Consultant will maintain a copy of the contract plans for the project. Consultant will ensure that items that may not normally be shown on the contractor’s set of record drawings, but are of importance to the C ity are included in the as-built drawings. This information is not necessarily construction 413

SCOPE OF WORK

related, but is project related and may be important in future maintenance and/or construction projects.

Assumptions:

1. Contract documents will require contractor to prepare redline as-built drawings to reflect as- built conditions during the course of construction.

2. The Consultant will be responsible for ensuring the contractor maintains red line changes and will be responsible for making redline changes to one complete set of plans.

3. Consultant will assist in answering questions regarding the red line drawings, providing sketches or other clarifications to the design engineers for preparation of final as built record drawings.

Deliverables:

One set hard copy and PDF of marked up contract drawings. This set will be in addition to the contractor’s marked up set of contract findings.

4.7 Final Inspection and Punch-list

Purpose:

To identify elements of construction requiring correction prior to final acceptance by the City.

Approach:

Consultant will perform a project inspection of the completed construction following substantial completion.

During the inspection, the C onsultant will develop a list of contract work requiring correction or rework. The written list of deficient work (punch -list) will be delivered to the City and Contractor within three (3) working days of the final inspection. The final punch -list will include items to be corrected that were identified previously during the course of construction.

Assumptions:

1. The City will identify any key City staff or other agency personnel to be included in the final inspection.

2. Consultant will contact and schedule all required final inspection personnel 48 hour prior to the final inspection.

3. Consultant will prepare the final punch-list.

Deliverables:

Final punch-list

4.8 Final Acceptance – Punch List Assistance

Purpose:

To provide the City with reasonable assurance that the work of the project has been completed in compliance with the general intent of the contract documents.

Approach:

Consultant will coordinate a walk -through with the C ity, the Designer, and the Contractor. C onsultant, with assistance from the City and the Designer, will prepare a punch list indicating all deficiencies and/or omissions 414

SCOPE OF WORK

noted in the walk-through. Consultant will then forward the punch list to the Contractor for correction of the work in accordance with timelines defined in the contract. Consultant, in conjunction with the City, will inspect items on the punch list once the Contractor has notified the Consultant that the work is complete. Completed items on the punch list will be signed off by the C onsultant. Upon completion of the punch list work the Consultant will notify the City that the work is complete and forward a copy of the completed punch list.

Assumptions:

Consultant will provide a preliminary punch list of outstanding work items to the Contractor. Consultant will ensure all punch list items are completed prior to requesting a final walk - through from the C ity and the Designer.

Deliverables:

Completed and signed-off punch-list submitted to the City with the closeout documents.

5 – CONSTRUCTION CLOSEOUT ACTIVITIES

5.1 Contract Closeout

Purpose :

To provide the City with final closeout documentation, including any permit and grant completion documents.

Approach:

Consultant will turn over all project files, contract correspondence and documents including final logs at time of project completion.

Assumptions:

City will file final Notice of Completion and Acceptance of Work.

Deliverables:

1. Notice of Completion form for City.

2. Notices of Completion for any Permits, including “duplicate” permits for project and documentation showing the NOC has been recorded.

3. Preparation of supporting information for NOC.

4. Copy of the Contractor’s performance bond, good for the warranty period.

5. Final project documentation in accordance with the requirements of the Caltrans local assistance manual and LPP Grant requirements.

5.2 Project As-Built Drawings

Purpose:

To provide the City with accurate record drawings indicating all changes and as-built conditions.

Approach:
415

SCOPE OF WORK

In addition to monitoring the Contractor’s record drawings, Consultant will maintain a copy of up-to-date contract plans for the purpose of aiding the Designer in final review of the record drawings.

Assumptions:

1. The Contractor will be responsible for preparing the record drawings in both reproducible and electronic formats.

2. Consultant will assist the Designer in review and final approval of the as-built record drawings.

Deliverables:

One set of contract drawings indicating recorded changes to the contract, as maintained by Consultant. This set will be in addition to the Contractor’s marked up set of contract drawings. Provide one copy of the revised Mylar drawings. The design consultant will prepare the record drawings for the project.

5.3 Final Project Report

Purpose:

To provide the C ity with a written history of the construction contract. The contents of the final report are to fulfill federal requirements for federal financial participation.

Approach:

Consultant will review the project documents and prepare a written report for the City. As a minimum, the report will include the following:

1. Names of all organizations involved with the Projects, i.e. City, construction manager, contractor and any other parties that may have a significant part in the construction of the projects.

2. Chronological history of the construction effort, to include all significant dates.

3. Contract amounts at bid time with all other bids in tabular form.

4. Change order history, to include summary statement about each change, negotiated cost of each change and other information deemed necessary by Consultant and the City’s Project Manager.

5. Summary of Requests for Information, in tabular or matrix form.

6. Summary of outstanding claims not resolved when the notice of completion is filed.

7. Summary of final contract amount.

8. Summary of reimbursement request and reimbursements for any associated grants.

9. Project photographs.

10. “Lessons learned”

Deliverables:

One hard copy and one electronic file.

5.4 Final Payment, Final Report of Expenditure Checklist

Purpose:

To provide the C ity with the final contract cost and final balance due the Contractor. Also prepare Report of Expenditure Checklist for reimbursement including all necessary attachments. 416

SCOPE OF WORK

Approach:

Following completion of the contract work, C onsultant will, in accordance with the Designer, determine the final quantities and cost of all outstanding unit price work and all outstanding approved change order work.

Consultant will prepare for the C ity and the Contractor, a final balancing change order quant ifying the final contract amount. Contractor will include amount of final balancing change order in submission of last certified application for payment, submitted to C onsultant. Once approved, C onsultant will forward application for payment to the City for final approval and processing.

Assumptions:

1. There are no outstanding issues or claims.

2. The City is responsible for filing Notice of Completion and addressing all subcontractor claims prior to release of final payment.

Deliverables:

1. Final Pay Estimate including finalized bid items, claims, change orders, punch-list items, and corrected shop drawings.

2. Contractor’s last certified application for payment with application certificate.

3. Report of Expenditure Checklist with attachments

4. Grant final report including all attachments.

5.5 Audit Support

Purpose:

To assist City during any future audits of the project.

Assumptions:

City may be audited one or more times following project close-out. The City will issue a future task order to pay for support services during any such audits, should they request these services.

Deliverables:

Consultant will participate in the audit process at the City offices and provide any and all documentation from the project as requested by the auditors, and attend meetings as needed.

6 – Field Office and Employee Equipment

The Construction Contractor will provide a construction trailer/office facility with sanitary facility, water supply, and air conditioning for the use of CM/Consultant staff and provide venue for weekly construction progress meetings, coordination meetings with local agencies, utility companies, local businesses, residents and other stake holders. Supplies t o be provided by the contractor include furniture, phones, computers, fax machine, Internet services, copying/reproduction machine, file cabinets, and site safety equipment required for field staff to perform their work.

417
418
Cost Proposal
City of Eastvale
December 13, 2021
Project Schedule
Jan Feb Mar Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun July Calendar days 31 28 31 30 31 30 31 31 30 31 30 31 31 28 31 30 31 30 31 Work days 21 20 23 20 22 22 20 20 21 20 20 20 21 20 22 20 22 22 20 Advertise- Award & NTP/ Pre-Const (1/15/2021 to 5/31/2021) 1 2 3 4 5 6 Construction Stage Must Start by (7/1/2021 - 6/301/2022) 12Months 1 2 3 4 5 6 7 8 9 10 11 12 13 Construction Stage "Accelerated Schedule" (7/1/2021 - 3/31/2022) 9Months 1 2 3 4 5 6 7 8 9 10 11 12 14 180WD Post Construction (7/1/2023 -7/31/2023) or (4/1/2023 - 4/30/2023) Estimated Fees Jan Feb Mar Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar April May Jun July Description Name Hourly Rate
Principal-in-Charge Wael Faqih, PE $378.57 0 -$
Construction Manager
Claims Specialist Ashraf Mohamed, PE $250.00 40 100 100 100 80 80 100 100 100 100 100 100 100 40 900 225,000.00$ Lead Construction Inspector Ahmad Faqih, PE $240.00 100 100 100 80 80 100 100 100 100 100 100 100 860 206,400.00$ Roadway Construction Inspector Tim Dexter $177.03 0 -$
Roadway Construction Inspector Ahmed Hamasha $205.00 168 168 168 168 168 168 168 168 168 168 168 168 1,512 309,960.00$ Electrical Inspector/Scheduling/Labor Moh'd Khalaileh, PE $240.00 40 40 40 40 40 9,600.00$ Electrical Inspector Salvador Orozco $204.26 40 40 40 40 40 80 16,340.94$ Electrical Inspector Awwad Kaddah $186.23 0 -$
Landscape Architect Charles Lamb, RLA $186.00 80 80 80 80 80 14,880.00$ Construction Surveyor Bill Henry, PLA $205.00 80 80 80 80 80 80 80 80 80 80 80 80 720 147,600.00$ Technical Support Tariq Malik, PE $250.00 20 20 20 20 60 15,000.00$ Technical Support Juan Rojas, PE $250.00 0 -$
Public Outreach Dennis Green $200.00 0 -$
Public Outreach Sami Faqih $205.00 40 40 40 40 40 40 40 40 40 40 40 40 360 73,800.00$ Public Outreach Kevin Mindreau $108.94 40 40 40 40 40 40 40 40 40 40 40 40 360 39,218.26$ SWPPP/Safety Dion Castro, ToR $210.00 40 40 40 40 40 40 40 40 40 40 40 40 360 75,600.00$ Asst. Resident Engineer/Office Engineer Zaid Afanan, PE $220.00 80 80 80 80 40 40 40 40 40 40 40 40 40 520 114,400.00$ Asst. Office Engineer Rhoda Abouazra $136.00 0 -$
1,247,799.20$
Structures Representative/Inspection Danken $450,000.00 168 168 168 168 168 168 168 168 168 168 168 168 1512 $450,000.00 Environmental Wood $70,000.00 40 40 40 40 40 40 40 40 40 40 360 $70,000.00 Materials Testing Converse Consultants $120,000.00 100 100 100 100 100 100 100 100 100 100 100 100 900 $120,000.00 0 8624 1,887,799.20$
Reduced Construction Duration ~9-Months ~180-Working Days CM COST SAVING = ~27%
Total Anticipated Construction OH & Equipment's Cost Savings = ~31% -$ TOTAL
Advertise/Award/PreConst
Award Contract to FALCON -NTP May 2022
Constructability Review "During Bid advertisement"
Total Cost (9M)
Limonite Gap Closure Project Construction Management Services 2022 2023
Total Hours
9MonthsConstruction Stage

SUBCONSULTANTS - ADDITIONAL RESOURCES
Original Construction Duration ~12-Months ~250-Working Days 419
420
421
422

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?

INSR ADDL SUBR

LTR INSD WVD

PRODUCER CONTACT
NAME:

FAXPHONE
(A/C, No):(A/C, No, Ext):

E-MAIL
ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $
DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $

PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT
OTHER: $

COMBINED SINGLE LIMIT
$(Ea accident)
ANY AUTO BODILY INJURY (Per person) $

OWNED SCHEDULED
BODILY INJURY (Per accident) $AUTOS ONLY AUTOS

HIRED NON-OWNED PROPERTY DAMAGE
$AUTOS ONLY AUTOS ONLY (Per accident)
$

OCCUR EACH OCCURRENCE
CLAIMS-MADE AGGREGATE $
DED RETENTION $

PER OTH-

STATUTE ER
E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE $
If yes, describe under
E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03)

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)
$
$
$
$
$
The ACORD name and logo are registered marks of ACORD
1/13/2022
(714) 505-5550 (714) 975-8966
25674
Falcon Engineering Services, Inc
1020 Aquino Circle
Corona, CA 92879
25666
19445
25658
A 1,000,000
X X 6807H216122 10/1/2021 10/1/2022 300,000
5,000
1,000,000
2,000,000
2,000,000
1,000,000B
X X BA2S64830221 10/1/2021 10/1/2022
2,000,000C
EBU069972232 10/1/2021 10/1/2022 2,000,000
0 A
X UB-0R970440-21-47-G 10/1/2021 10/1/2022 1,000,000
N 1,000,000
1,000,000
D E&O/Professional Lia 106042959 1/15/2022 Ded 75k Agg $5m 3,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Regarding Project: Limonite Gap Closure Construction Management City, and its respective elected and appointed officers, officials, and employee s and volunteers are named as additional insureds as respects operations of the named insured regarding General Liability as per endorsement CGD3810915, including Waiver of Subrogation; Primary and NonContributory applies as per endorsement CGD0370405; 30 Days notice of cancellation applies as per endorsement ILT4000519; Business Auto additional insured and waiver of subrogation applies as per endorsement CAT4200215; Worker's Compensation Waiver of Subrogation applies as per endorsement WC990376, all forms attached. Umbrella coverage is follow form to all underlying coverages except Professional Liability/Errors & Omissions.

City of Eastvale
12363 Limonite Avenue
Suite 910
Eastvale, CA 91752
FALCENG-01 GLORIAZIMMERMAN
NFP Property & Casualty Services, Inc.
1551 North Tustin Avenue
Suite 500
Santa Ana, CA 92705
Gloria Zimmerman
Travelers Property Casualty Company of America
Travelers Indemnity Company of America
National Union Fire Insurance Company of Pittsburgh, PA Travelers Indemnity Company
X
1/15/2023
X
X
X
X
X
X
X
X
X
423
FORM NUMBER:

EFFECTIVE DATE:

The ACORD name and logo are registered marks of ACORD

ADDITIONAL REMARKS

ADDITIONAL REMARKS SCHEDULE
FORM TITLE:

Page of

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, ACORD 101 (2008/01)
AGENCY CUSTOMER ID:

LOC #:

AGENCY NAMED INSURED

POLICY NUMBER

CARRIER NAIC CODE
© 2008 ACORD CORPORATION. All rights reserved.

NFP Property & Casualty Services, Inc.

FALCENG-01
SEE PAGE 1
1 SEE PAGE 1
ACORD 25 Certificate of Liability Insurance
1 SEE P 1
Falcon Engineering Services, Inc
1020 Aquino Circle
Corona, CA 92879
SEE PAGE 1

GLORIAZIMMERMAN
1 NFP Disclaimer
The attached Certificate of Insurance is provided as part of our service to our client, the insured. If special endorsements have been provided, they also are indicated attached. You may find that these documents do not comply with all of the terms and/or conditions of the underlying contract between the Certificate Holder and the insured due to the Insurance Company's insuring conditions, limitations, exclusions and other terms. If you have any questions, please contact the undersigned.

NFP Property & casualty Services, Inc.

CA License OF15715
1551 N. Tustin Avenue, Suite 500
Santa Ana, CA 92705
Telephone: 714-505-5550
Fax: 714-975-8966
424
425
426
427
ADDRESS:

POLICYNUMBER: 6807H216122 ISSUEDATE: 09/25/202
THISENDORSEMENTCHANGESTHEPOLICY.PLEASEREADITCAREFULLY.

DESIGNATED PERSON OR ORGANIZATION – NOTICE OF

CANCELLATION OR NONRENEWAL PROVIDED BY US
Thisendorsementmodifiesinsuranceprovidedunderthefollowing:

ALLCOVERAGEPARTSINCLUDEDINTHISPOLICY

SCHEDULE
CANCELLATION: NumberofDaysNotice:

WHENWEDONOTRENEW(Nonrenewal): NumberofDaysNotice:

PERSONOR
ORGANIZATION:

ILT4000519 © 2019 The Travelers Indemnity Company. All rights reserved. Page1of1 ANYPERSONORORGANIZATIONTOWHOMYOU
HAVEAGREEDINAWRITTENCONTRACTTHAT
NOTICEOFCANCELLATIONORNONRENEWALOFTHISPOLICY
WILLBEGIVEN,BUTONLYIF:

1.YOUSENDUSAWRITTENREQUESTTO
PROVIDESUCHNOTICE,INCLUDINGTHE
NAMEANDADDRESSOFSUCHPERSONOR
ORGANIZATION,AFTERTHEFIRSTNAMED
INSUREDRECEIVESNOTICEFROMUSOF
THECANCELLATIONORNONRENEWALOFTHISPOLICY;AND

2.WERECEIVESUCHWRITTENREQUESTAT
LEAST14DAYSBEFORETHEBEGINNINGOF
THEAPPLICABLENUMBEROFDAYSSHOWN
INTHISSCHEDULE.

THEADDRESSFORTHATPERSONORORGANIZ
ATIONINCLUDEDINSUCHWRITTENREQUEST
FROMYOUTOUS.

PROVISIONS
A. If we cancel this policy for any legally permitted reasonotherthannonpaymentofpremium,anda
number of days is shown for Cancellation in the Schedule above, we will mail notice of
cancellation to the person or organization shown insuchSchedule.Wewillmailsuchnoticetothe
addressshownintheScheduleaboveatleastthe
number of days shown for Cancellation in such
Schedulebeforetheeffectivedateofcancellation.
B. If we do not renew this policy for any legally permitted reason other than nonpayment of
premium, and a number of days is shown for
When We Do Not Renew (Nonrenewal) in the
Schedule above, we will mail notice of
nonrenewal to the person or organization shown
insuchSchedule.Wewillmailsuchnoticetothe
addressshownintheScheduleaboveatleastthe
number of days shown for When We Do Not
Renew(Nonrenewal)insuchSchedulebeforethe
effectivedateofnonrenewal.
30 30
428
COMMERCIALAUTO
Thisendorsementmodifiesinsuranceprovidedunderthefollowing:

BUSINESSAUTOCOVERAGEFORM
CAT4200215
THISENDORSEMENTCHANGESTHEPOLICY.PLEASEREADITCAREFULLY.

AUTO COVERAGE PLUS ENDORSEMENT
Page1of3© 2015 The Travelers Indemnity Company. All rights reserved.

Includes copyrighted material of Insurance Services Office, Inc. with its permission.

GENERALDESCRIPTIONOFCOVERAGEThisendorsementbroadenscoverage.However,coverageforany injury,damageormedicalexpensesdescribedinanyoftheprovisionsofthisendorsementmaybeexcludedor limitedbyanotherendorsementtotheCoveragePart,andthesecoveragebroadeningprovisionsdonotapplyto theextentthatcoverageisexcludedorlimitedbysuchanendorsement.Thefollowinglistingisageneralcover agedescriptiononly.Limitationsandexclusionsmayapplytothesecoverages.Readalltheprovisionsofthisen dorsementandtherestofyourpolicycarefullytodeterminerights,duties,andwhatisandisnotcovered. A. BLANKETADDITIONALINSURED
B. EMPLOYEEHIREDAUTO
C. EMPLOYEESASINSURED
D. SUPPLEMENTARYPAYMENTSINCREASED
LIMITS
E. TRAILERSINCREASEDLOADCAPACITY
F. HIREDAUTOPHYSICALDAMAGE
G. PHYSICAL DAMAGE TRANSPORTATION
EXPENSESINCREASEDLIMIT
A. BLANKETADDITIONALINSURED
ThefollowingisaddedtoParagraphA.1.,WhoIs
AnInsured,ofSECTIONIICOVEREDAUTOS
LIABILITYCOVERAGE:

Anypersonororganizationwhoisrequiredunder
awrittencontractoragreementbetweenyouand
thatpersonororganization,thatissignedand
executed by you before the "bodily injury" or
"propertydamage"occursandthatisineffect
duringthepolicyperiod,tobenamedasanaddi
tionalinsuredisan"insured"forCoveredAutos
LiabilityCoverage,butonlyfordamagestowhich
thisinsuranceappliesandonlytotheextentthat
personororganizationqualifiesasan"insured"
undertheWhoIsAnInsuredprovisioncontained
inSectionII.
B. EMPLOYEEHIREDAUTO

1. The followingis addedtoParagraph A.1.,
WhoIsAnInsured,ofSECTIONIICOV
EREDAUTOSLIABILITYCOVERAGE:
An"employee"ofyoursisan"insured"while
operatingacovered"auto"hiredorrented
underacontractoragreementinan"em
ployee's"name,withyourpermission,while
performingdutiesrelatedtotheconductof
yourbusiness.

2.ThefollowingreplacesParagraphb.in B.5.,
OtherInsurance,ofSECTIONIVBUSI
NESSAUTOCONDITIONS:
b. ForHiredAutoPhysicalDamageCover
age,thefollowingaredeemedtobecov
ered"autos"youown:
(1) Anycovered"auto"youlease,hire,
rentorborrow;and
(2) Anycovered"auto"hiredorrentedby
your"employee"underacontractin
an "employee's" name, with your
permission, while performing duties
relatedtotheconductofyourbusi
ness.
However,any"auto"thatisleased,hired,
rentedorborrowedwithadriverisnota
covered"auto".
C. EMPLOYEESASINSURED
ThefollowingisaddedtoParagraphA.1.,WhoIs
AnInsured,ofSECTIONIICOVEREDAUTOS
LIABILITYCOVERAGE:
H. AUDIO, VISUAL AND DATA ELECTRONIC
EQUIPMENTINCREASEDLIMIT
I. WAIVEROFDEDUCTIBLEGLASS
J. PERSONALPROPERTY
K. AIRBAGS
L. AUTOLOANLEASEGAP
M. BLANKETWAIVEROFSUBROGATION
Policy#: BA2S64830221
Falcon Engineering Services
429
COMMERCIALAUTO
CAT4200215Page2of3 © 2015 The Travelers Indemnity Company. All rights reserved.

Includes copyrighted material of Insurance Services Office, Inc. with its permission.

Any"employee"ofyoursisan"insured"whileus
ingacovered"auto"youdon'town,hireorborrow
inyourbusinessoryourpersonalaffairs.
D. SUPPLEMENTARYPAYMENTSINCREASED
LIMITS

1. ThefollowingreplacesParagraphA.2.a.(2)of
SECTIONIICOVEREDAUTOSLIABILITY
COVERAGE:
(2) Upto$3,000forcostofbailbonds(in
cludingbondsforrelatedtrafficlawviola
tions)requiredbecauseofan"accident"
we cover. We do not have to furnish
thesebonds.

2. ThefollowingreplacesParagraphA.2.a.(4)of
SECTIONIICOVEREDAUTOSLIABILITY
COVERAGE:
(4) Allreasonableexpensesincurredbythe
"insured"atourrequest,includingactual
lossofearningsupto$500adaybe
causeoftimeofffromwork.
E. TRAILERSINCREASEDLOADCAPACITY
ThefollowingreplacesParagraphC.1.ofSEC
TIONICOVEREDAUTOS:

1. "Trailers" with a load capacity of 3,000
poundsorlessdesignedprimarilyfortravel
onpublicroads.
F. HIREDAUTOPHYSICALDAMAGE
ThefollowingisaddedtoParagraphA.4.,Cover
ageExtensions,ofSECTIONIIIPHYSICAL
DAMAGECOVERAGE:
HiredAutoPhysicalDamageCoverage
Ifhired"autos"arecovered"autos"forCovered
AutosLiabilityCoveragebutnotcovered"autos"
forPhysicalDamageCoverage,andthispolicy
alsoprovidesPhysicalDamageCoverageforan
owned"auto",thenthePhysicalDamageCover
ageisextendedto"autos"thatyouhire,rentor
borrowsubjecttothefollowing:
(1) Themostwewillpayfor"loss"toanyone
"auto"thatyouhire,rentorborrowisthe
lesserof:
(a) $50,000;
(b) Theactualcashvalueofthedamagedor
stolen property as of the time of the
"loss";or
(c) The cost of repairing or replacing the
damagedorstolenpropertywithother
propertyoflikekindandquality.
(2) Anadjustmentfordepreciationandphysical
conditionwillbemadeindeterminingactual
cashvalueintheeventofatotal"loss".
(3) Ifarepairorreplacementresultsinbetter
thanlikekindorquality,wewillnotpayforthe
amountofbetterment.
(4) Adeductibleequaltothehighest Physical
Damagedeductibleapplicabletoanyowned
covered"auto".
(5) ThisCoverageExtensiondoesnotapplyto:
(a) Any"auto"thatishired,rentedorbor
rowedwithadriver;or
(b) Any"auto"thatishired,rentedorbor
rowedfromyour"employee".
G. PHYSICAL DAMAGE TRANSPORTATION
EXPENSESINCREASEDLIMIT
ThefollowingreplacesthefirstsentenceinPara
graph A.4.a., Transportation Expenses, of
SECTION III PHYSICAL DAMAGE COVER
AGE:
Wewillpayupto$50perdaytoamaximumof
$1,500fortemporarytransportationexpensein
curredbyyoubecauseofthetotaltheftofacov
ered"auto"oftheprivatepassengertype.
H. AUDIO, VISUAL AND DATA ELECTRONIC
EQUIPMENTINCREASEDLIMIT
ParagraphC.1.b.ofSECTIONIIIPHYSICAL
DAMAGECOVERAGEisdeleted.
I. WAIVEROFDEDUCTIBLEGLASS
ThefollowingisaddedtoParagraphD.,Deducti
ble, of SECTION III PHYSICAL DAMAGE
COVERAGE:
Nodeductibleforacovered"auto"willapplyto
glassdamageiftheglassisrepairedratherthan
replaced.
J. PERSONALPROPERTY
ThefollowingisaddedtoParagraphA.4.,Cover
ageExtensions,ofSECTIONIIIPHYSICAL
DAMAGECOVERAGE:
PersonalPropertyCoverage
Wewillpayupto$400for"loss"towearingap
parelandotherpersonalpropertywhichis:
(1) Ownedbyan"insured";and
(2) Inoronyourcovered"auto".
Thiscoverageonlyappliesintheeventofatotal
theftofyourcovered"auto".

NodeductiblesapplytoPersonalPropertycover
age.
430
COMMERCIALAUTO
CAT4200215 © 2015 The Travelers Indemnity Company. All rights reserved.

Includes copyrighted material of Insurance Services Office, Inc. with its permission.

Page3of3
K. AIRBAGS
ThefollowingisaddedtoParagraphB.3.,Exclu
sions,ofSECTIONIIIPHYSICALDAMAGE
COVERAGE:
Exclusion3.a.doesnotapplyto"loss"tooneor
moreairbagsinacovered"auto"youownthatin
flateduetoacauseotherthanacauseof"loss"
setforthinParagraphs A.1.b.and A.1.c.,but
only:
a. Ifthat"auto"isacovered"auto"forCompre
hensiveCoverageunderthispolicy;
b. Theairbagsarenotcoveredunderanywar
ranty;and
c. Theairbagswerenotintentionallyinflated.
Wewillpayuptoamaximumof$1,000forany
one"loss".
L. AUTOLOANLEASEGAP
ThefollowingisaddedtoParagraphA.4.,Cover
ageExtensions,ofSECTIONIIIPHYSICAL
DAMAGECOVERAGE:
Auto Loan Lease Gap Coverage for Private
PassengerTypeVehicles
Intheeventofatotal"loss"toacovered"auto"of
theprivatepassengertypeshownintheSchedule
orDeclarationsforwhichPhysicalDamageCov
erageisprovided,wewillpayanyunpaidamount
dueontheleaseorloanforsuchcovered"auto"
lessthefollowing:
(1) TheamountpaidunderthePhysicalDamage
CoverageSectionofthepolicyforthat"auto";
and
(2) Any:
(a) Overdueleaseorloanpaymentsatthe
timeofthe"loss";
(b) Financial penalties imposed under a
leaseforexcessiveuse,abnormalwear
andtearorhighmileage;
(c) Securitydepositsnotreturnedbytheles
sor;
(d) Costsforextendedwarranties,CreditLife
Insurance,Health,AccidentorDisability
Insurance purchased with the loan or
lease;and
(e) Carryoverbalancesfrompreviousloans
orleases.
M. BLANKETWAIVEROFSUBROGATION
ThefollowingreplacesParagraph A.5.,Transfer
OfRightsOfRecoveryAgainstOthersToUs,
of SECTION IV BUSINESS AUTO CONDI
TIONS:

5. Transfer OfRights OfRecovery Against
OthersToUs
Wewaiveanyrightofrecoverywemayhave
againstanypersonororganizationtotheex
tentrequiredofyoubyawrittencontractexe
cutedpriortoany"accident"or"loss",pro
videdthatthe"accident"or"loss"arisesoutof
the operations contemplated by such con
tract.Thewaiverappliesonlytothepersonor
organizationdesignatedinsuchcontract.
431
432

AGENDA STAFF REPORT

City Council Meeting

PUBLIC HEARING(S)

Agenda Item No. 12.1
January
8, 2025
Update of the City’s par1cipa1on in the Western Riverside County Transporta1on Uniform Mi1ga1on Fee (TUMF) program,
amending Chapter 4.72 of the Eastvale Municipal Code and the TUMF Fee Schedule
Prepared By:

David Murray, City Planner
Recommended Action(s)
Staff recommends that the City Council take the following actions:
1 .

Determine that the proposed updates and amendments related to the TUMF program are not subject to the California Environmental Quality Act (“CEQA”) pursuant to Sec,on 21080 (b)(8) of the Public Resources Code and Sec,ons 15273 and 15378(b)(4) of the State CEQA Guidelines and that there is no possibility that the ordinance and resolu,on would have a significant impact on the environment; and
2 .

Introduce an ordinance en,tled: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF EASTVALE, CALIFORNIA, AMENDING CHAPTER 4.72 OF THE EASTVALE MUNICIPAL CODE REGARDING THE CITY’S PARTICIPATION IN THE WESTERN RIVERSIDE COUNTY TRANSPORTATION UNIFORM MITIGATION FEE (TUMF) PROGRAM; and 3 .

Adopt a resolu,on en,tled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY COUNCIL OF

THE CITY OF EASTVALE AMENDING THE APPLICABLE TRANSPORTATION UNIFORM MITIGATION FEE (TUMF) APPLICABLE TO ALL DEVELOPMENTS IN EASTVALE.

Summary
The item to be considered is an ordinance upda,ng the City’s par,cipa,on in the Transporta,on Uniform Mi,ga,on Fee (TUMF) program and amending Chapter 4.72 of the Eastvale Municipal Code 12363 Limonite Avenue | Suite 910 | Eastvale, CA 91752 951.361.0900 |
eastvaleca.gov
433
to reference the 2024 Nexus Study and a resolu,on approving the 2024 TUMF Nexus Study and amending the TUMF fee schedule.

Background
The City of Eastvale is a Member Jurisdic,on of the Western Riverside County Council of Governments (WRCOG), a joint powers agency comprised of the County of Riverside and eighteen (18) ci,es located in Western Riverside County. The City of Eastvale is also a par,cipant in the region-wide Transporta,on Uniform Mi,ga,on Fee (TUMF), which was established in 2002.

Developed by the WRCOG Member Jurisdic,ons, the TUMF program is intended to address the shorGall in funds needed to enhance and enlarge the capacity of the Regional System of Highways and Arterials in response to new residen,al, commercial, and industrial development throughout Western Riverside County.

As a Member Jurisdic,on of WRCOG and as a TUMF Par,cipa,ng Jurisdic,on, the County, prior to the City's incorpora,on, par,cipated in the prepara,on of a certain “Western Riverside County Transporta,on Uniform Fee Nexus Study,” (“2002 Nexus Study”) later adopted by the WRCOG Execu,ve CommiIee. Based on the 2002 Nexus Study, the City adopted and implemented Ordinance 2014-07 authorizing the City’s par,cipa,on in a TUMF Program which was most recently amended in 2018 by Ordinance 2018-14 and located in Chapter 4.72 (“Western Riverside County Transporta,on Uniform Mi,ga,on Fee Program”) of Title 4 (“Revenue and Finance”) of the Eastvale Municipal Code.

Pursuant to the Mi,ga,on Fee Act (Gov. Code §§ 66000 et seq.), WRCOG has prepared a new nexus study (“2024 Nexus Study”) to update the fees. On September 9, 2024 the WRCOG Execu,ve CommiIee reviewed the 2024 Nexus Study and recommended TUMF Par,cipa,ng Jurisdic,ons update their fees by amending their applicable TUMF ordinances to reflect changes in the TUMF network and the cost of construction.

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

In accordance with the Mi,ga,on Fee Act, the proposed Ordinance and 2024 Nexus Study: (1) iden,fy the purpose of the revised fees; (2) iden,fy the use to which the revised fees is to be put, including iden,fica,on of any facili,es to be financed; (3) determine how there is a reasonable rela,onship between the fee’s use and the type of development project on which the fee is imposed; (4) determine how there is a reasonable rela,onship between the need for the public facili,es and the type of development project upon which the fees are imposed; and (5) determine how there is a reasonable rela,onship between the amount of the fees and the cost of the public facili,es or por,on or the public facility aIributable to the development on which the fees are imposed.

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

1 .
$12,380 per single family residential unit 1,800 square feet or less 2 .
$13,927 per single family residential unit between 1,801 and 2,300 square feet 12363 Limonite Avenue | Suite 910 | Eastvale, CA 91752 951.361.0900 |
eastvaleca.gov
434
3 .
$15,476 per single family residential unit between 2,301 and 2,700 square feet 4 .
$19,344 per single family residential unit greater than 2,700 square feet 5 .
$7,816 per multi-family residential unit
6 .
$2.33 per square foot of an industrial project
7 .
$7.72 per square foot of a retail commercial project
8 .
$4.89 per square foot of a service commercial project
9 .
$2.45 per square foot of a service Class A and B Office

The effective date for the new TUMF Schedule is April 1, 2025.

Environmental
Pursuant to the provisions of the California Environmental Quality Act (CEQA Public Resources Code, Sec,on 21084 et. seq.), the proposed ordinance and resolu,on are exempt from the requirements of CEQA pursuant to Sec,on 21080 (b)(8) of the Public Resources Code and Sec,ons 15273 and 15378(b)(4) of the State CEQA Guidelines and that there is no possibility that the ordinance and resolution would have a significant impact on the environment.

Strategic Plan Action - Priority Level: N/A
| Target #: N/A
| Goal #: N/A
Not Applicable.

Fiscal Impact
Par,cipa,ng in the TUMF program will provide the necessary resources to enhance and expand the capacity of the Regional System of Highways and Arterials due to new development in Western Riverside County. TUMF fees are paid by applicants of new development within the City through WRCOG. There is no fiscal impact to the City associated with adop,on of the ordinance and resolu,on. WRCOG prepared most of the informa,on including the Nexus Study and templates for the draP ordinance, resolu,on and staff report to minimize City staff ,me. Any staff ,me used to review and prepare this report and aIachments is included in the 2024/25 FY Community Development Department budget.

Prior City Council/Commission Action
The City Council previously adopted Resolu,on 2018-14 on December, 2018 and Ordinance 2017-05 on October 11, 2017 to amend Chapter 4.72 of the Eastvale Municipal Code and adopt new TUMF fees.

Attachment(s)
Attachment 1 - TUMF Ordinance

Attachment 2 - Ordinance Exhibit A - Map of the Regional System

Attachment 3 - Ordinance Exhibit B - 2025 TUMF Nexus Study.pdf

Attachment 4 - Draft 2025 TUMF Fee Resolution.doc

12363 Limonite Avenue | Suite 910 | Eastvale, CA 91752
951.361.0900 |
eastvaleca.gov
435
ORDINANCE NO. 2025-__

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF EASTVALE, CALIFORNIA, AMENDING CHAPTER 4.72 OF THE EASTVALE MUNICIPAL CODE REGARDING THE CITY’S PARTICIPATION IN THE WESTERN

RIVERSIDE COUNTY TRANSPORTATION UNIFORM MITIGATION FEE
(TUMF) PROGRAM
THE CITY COUNCIL OF THE CITY OF EASTVALE DOES ORDAIN AS FOLLOWS:

SECTION 1. Amendment of Chapter 4.72 of the Eastvale Municipal Code. Chapter 4.72 of the Eastvale Municipal Code is hereby amended in its entirety to read as shown in Exhibit A hereto.

SECTION 2. Supersession. This ordinance supersedes the provisions of Ordinance No. 2018-14 provided this ordinance is not declared invalid or unenforceable by a court of competent jurisdiction. If, for whatever reason, this ordinance is declared invalid or unenforceable by a court of competent jurisdiction, Ordinance No. 2018-14 all other related ordinances and polices shall remain in full force and effect.

SECTION 3. Severability. If any chapter, subsection, subdivision, sentence, clause, phrase, or portion of this ordinance, is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision will not affect the validity of the remaining portions of this ordinance. The City Council hereby declares that it would have adopted this ordinance, and each Chapter, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, subdivisions, sentences, clauses, phrases, or portions thereof be declared invalid or unconstitutional.

SECTION 4. Effect and Effective Date. This ordinance shall take effect thirty (30) days after its passage by the City Council or on April 1, 2025, whichever occurs later. No provisions of this Ordinance shall entitle any person who has already paid the TUMF to receive a refund, credit or reimbursement of such payment. This Ordinance does not create any new TUMF.

SECTION 5. City Clerk Action. The City Clerk is authorized and directed to cause this Ordinance to be published within fifteen (15) days after its passage in a newspaper of general circulation and circulated within the City in accordance with Government Code Chapter 36933(a) or, to cause this Ordinance to be published in the manner required by law using the alternative summary and pasting procedure authorized under Government Code Chapter 39633(c).

PASSED, APPROVED AND ORDAINED this __ day of ___________, 2025. __________________________________________
Michael McMinn
Mayor
436
APPROVED AS TO FORM: ATTEST:
__________________________________________ __________________________________________ Erica L. Vega Marc A. Donohue, MMC
City Attorney City Clerk/Communications Director
437

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE ) §

CITY OF EASTVALE )

I, Marc A. Donohue, City Clerk/Communications Director of the City of Eastvale, California, do hereby certify that the foregoing Ordinance No. 25-__, was introduced at a regular meeting of the City Council of the City of Eastvale held on the 8th day of January, 2025, and was passed by the City Council of the City of Eastvale at a regular meeting held on the __ day of _________, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
____________________________________
Marc A. Donohue, MMC
City Clerk/Communications Director
438
EXHIBIT “A”
CHAPTER 4.72

WESTERN RIVERSIDE COUNTY TRANSPORTATION UNIFORM MITIGATION FEE PROGRAM Sec. 4.72.010. Title.

Sec. 4.72.020. Findings.

Sec. 4.72.030. Definitions.

Sec. 4.72.040. Establishment of the transportation uniform mitigation fee.

Sec. 4.72.050. Reimbursements.

Sec. 4.72.060. Procedures for the levy, collection and disposition of fees.

Sec. 4.72.070. Appointment of the TUMF administrator.

Sec. 4.72.010. Title.

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

Sec. 4.72.020. Findings.

A. The City is a member agency of the Western Riverside Council of Governments (“WRCOG”), a joint powers agency comprised of the County of Riverside and 18 cities located in Western Riverside County. Acting in concert, the WRCOG Member Agencies developed a plan whereby the shortfall in funds needed to enlarge the capacity of the Regional System of Highways and Arterials in Western Riverside County (the “Regional System”) could be made up in part by a Transportation Uniform Mitigation Fee (“TUMF”) on future residential, commercial and industrial development. The map depicting the boundaries of Western Riverside County and the Regional System attached to Ordinance No. [INSERT THIS ORDINANCE NUMBER] is incorporated herein. As a Member Agency of WRCOG and as a TUMF Participating Jurisdiction, the City participated in the preparation of a certain “Western Riverside County Transportation Uniform Fee Nexus Study,” dated October 18, 2002 (the “2002 Nexus Study”) prepared in compliance with the Mitigation Fee Act (Gov. Code §§ 66000 et seq.) and adopted by the WRCOG Executive Committee. Based on the 2002 Nexus Study, the City adopted and implemented an ordinance authorizing the City’s participation in a TUMF Program.

B. In 2016, the TUMF Nexus Study (“2016 Nexus Study”) was updated for the purpose of updating the fees. On July 10, 2017, the WRCOG Executive Committee reviewed the 2016 Nexus Study and TUMF Program and recommended TUMF Participating Jurisdictions amend their applicable TUMF ordinances to reflect changes in the TUMF network and the cost of construction in order to update the TUMF Program.

C. On October 11, 2017, the City adopted Ordinance No. 2017-05 which adopted the 2016 Nexus Study and updated the TUMF.

D. In 2018, the TUMF Program was altered to adopt a process in which WRCOG calculates and collects TUMF on behalf of member agencies under the Western Riverside County Transportation Uniform Mitigation Fee Program Ordinance of 2018. 439
E. The City adopted Ordinance No. 2018-14 on December 12, 2018 allowing WRCOG to calculate and collect TUMF on behalf of the City.

F. WRCOG, with the assistance of TUMF Participating Jurisdictions, has prepared an updated nexus study entitled “Transportation Uniform Mitigation Fee Nexus Study: 2024 Update” (“2024 Nexus Study”) pursuant to California Government Code sections 66000 et seq. (the Mitigation Fee Act), for the purpose of updating the fees. The 2024 Nexus Study is attached to Ordinance No. [INSERT THIS ORDINANCE NUMBER] and incorporated herein by reference. On September 9, 2024, the WRCOG Executive Committee reviewed the 2024 Nexus Study and TUMF Program and recommended TUMF Participating Jurisdictions amend their applicable TUMF ordinances to reflect changes in the TUMF network and the cost of construction in order to update the TUMF Program.

G. Consistent with its previous findings made in the adoption of Ordinance No. 2017-05, the City Council has been informed and advised, and hereby finds, that if the capacity of the Regional System is not enlarged and unless development contributes to the cost of improving the Regional System, the result will be substantial traffic congestion in all parts of Western Riverside County, with unacceptable Levels of Service. Furthermore, the failure to mitigate growing traffic impacts on the Regional System will substantially impair the ability of public safety services (police and fire) to respond and, thus, adversely affect the public health, safety and welfare. Therefore, continuation of a TUMF Program is essential.

H. The City Council finds and determines that there is a reasonable and rational relationship between the use of the TUMF and the type of development projects on which the fees are imposed because the fees will be used to construct the transportation improvements that are necessary for the safety, health and welfare of the residential and non-residential users of the development in which the TUMF will be levied.

I. The City Council finds and determines that there is a reasonable and rational relationship between the need for the improvements to the Regional System and the type of development projects on which the TUMF is imposed because it will be necessary for the residential and non-residential users of such projects to have access to the Regional system.

Such development will benefit from the Regional System improvements and the burden of such developments will be mitigated in part by payment of the TUMF.

J. The City Council finds and determines that the cost estimates set forth in the new 2024 Nexus Study are reasonable cost estimates for constructing the Regional System improvements and the facilities that compromise the Regional System, and that the amount of the TUMF expected to be generated by new development will not exceed the total fair share cost to such development.

K. The fees collected pursuant to this Chapter shall be used to help pay for the design, planning, construction of and real acquisition for the Regional System improvements and its facilities as identified in the 2024 Nexus Study. The need for the improvements and 440
facilities is related to new development because such development results in additional traffic and creates the demand for the improvements.

L. By notice duly given and published, the City Council set the time and place for a public hearing on the 2024 Nexus Study and the fees proposed thereunder and at least ten (10) days prior to this hearing, the City Council made the 2024 Nexus Study available to the public.

M. At the time and place set for the hearing, the City Council duly considered data and information provided by the public relative to the cost of the improvements and facilities for which the fees are proposed and all other comments, whether written or oral, submitted prior to the conclusion of the hearing.

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

Sec. 4.72.030. Definitions.

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

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

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

C. “Development Project” or “Project” means any project undertaken for the purposes of development, including the issuance of a permit for construction. 441
D. “Gross Acreage” means the total property area as shown on a land division of a map of record, or described through a recorded legal description of the property. This area shall be bounded by road rights of way and property lines.

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

F. “Industrial Project” means any development project that proposes any industrial or manufacturing use allowed in the following zoning classifications: I-P, M-S-C, M-M, M-H, M- R, M-R-A, A-1, A-P, A-2, A-D, W-E, or SP with one of the aforementioned zones used as the base zone.

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

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

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

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

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

L. “Retail Commercial Project” means any development project that proposes any retail commercial activity use not defined as a service commercial project allowed in the following classifications: R-1, R-R, R-R-O, R-1-A, R-A, R-2, R-2-A, R-3, R-3-A, R-T, R-T-R, R-4, R-5, 442
R-6, C-1/C-P, C-T, C-P-S, C-R, C-O, R-V-C, C-V, W-2, R-D, N-A, W-2-M, W-1, or SP with one of the aforementioned zones used as the base zone, which can include any eating/dining facility residing on the retail commercial development premises.

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

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

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

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

Q. Government/public buildings, public schools, and public facilities means any owned and operated facilities by a government entity in accordance with Section 4.72.040, Subsection G, Exemptions, paragraph 2, of this Chapter. A new development that is subject to a long-term lease with a government agency for government/public buildings, public schools, and public facilities shall apply only if all of the following conditions are met:
(a) The new development being constructed is subject to a long-term lease with a government agency.
(b) The project shall have a deed restriction placed on the property that limits the use to government/public facility for the term of the lease, including all extension options, for a period of not less than 20 years. Any change in the use of the facility from government shall trigger the payment of the TUMF in effect at the time of the change is made.
(c) No less than ninety percent of the total square footage of the building is leased to the government agency during the term of deed restriction the long term and any extensions thereof.
(d) The new development is constructed at prevailing wage rates. (e) A copy of the lease is provided to the applicable jurisdiction and to WRCOG.
(f) Based on the facts and circumstances WRCOG determines that the intent of the lease is to provide for a long-term government use, and not to evade payment of TUMF.
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R. “Non-profit Organization” means an organization operated exclusively for exempt purposes set forth in section 501(c)(3) of the Internal Revenue Code, and none of its earnings may inure to any private shareholder or individual. In addition, it may not be an action organization, i.e., it may not attempt to influence legislation as a substantial port of its activities and it may not participate in any campaign activity for or against political candidates. For the purposes of the TUMF Program, the non-profit may be a 501(c) (3) charitable organization as defined by the Internal Revenue Service.

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

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

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

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

Sec. 4.72.040. Establishment of the transportation uniform mitigation fee.

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

B. Fee Calculation. The fees shall be calculated by WRCOG according to the calculation methodology fee set forth in the WRCOG TUMF Fee Calculation Handbook adopted July 14, 2003, as amended from time to time. In addition to data in the Fee Calculation Handbook, WRCOG Staff may consider the following items when establishing the appropriate fee calculation methodology:
 Underlying zoning of the site
 Land-use classifications in the latest Nexus Study
 Project specific traffic studies
 Latest Standardized reference manuals such as the Institute of Traffic Engineers Trip Generation Manual
 Previous TUMF calculations for similar uses
 WRCOG staff shall approve final draft credit / reimbursement agreement prior to execution
WRCOG shall have final determination regarding the appropriate methodology to calculate the fee based on the information provided by the local agency. In case of a conflict between the 444
applicant, WRCOG, and/or the local agency regarding the fee calculation methodology, the dispute resolution process in the TUMF Administrative Plan will apply.

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

D. Purpose. The purpose of the TUMF is to fund those certain improvements to the Regional System identified in the 2024 Nexus Study.

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

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

1. Low income residential housing as described in Section 4.72.030, Definitions, Subsection G of this Chapter and in the TUMF Administrative Plan.

2. Government/public buildings, public schools, and public facilities as described in Section 4.72.030, Definitions, Subsection Q of this Chapter and in the TUMF Administrative Plan. Airports that are public use airports and are appropriately permitted by Caltrans or other state agency.

3. Development Projects which are the subject of a Public Facilities Development Agreement entered into pursuant to Government Code section 65864 et seq, prior to the effective date of Riverside County Ordinance No. 824, wherein the imposition of new fees are expressly prohibited, provided that if the term of such a Development Agreement is extended by amendment or by any other manner after the effective date of Riverside County Ordinance No. 824, the TUMF shall be imposed.

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

5. Guest Dwellings and Detached Second Units as described in Section

4.72.030, Definitions, Subsection U of this Chapter and in the Administrative Plan

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

7. Any sanctuary, or other activity under the same roof of a church or other house of worship that is not revenue generating and is eligible for a property tax exemption (excluding concert venues, coffee/snack shops, book stores, for-profit pre- school day-cares, etc., which would be assessed TUMF.)
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8. Any nonprofit corporation or nonprofit organization offering and conducting full-time day school at the elementary, middle school or high school level for students between the ages of five and eighteen years.

9. New single-family homes, constructed by non-profit organizations, specially adapted and designed for maximum freedom of movement and independent living for qualified Disabled Veterans.”

10. Other uses may be exempt as determined by the WRCOG Executive Committee as further defined in the TUMF Administrative Plan.

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

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

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

Sec. 4.72.050. Reimbursements.

Should the developer construct Regional System improvements in excess of the TUMF fee obligation, the developer may be reimbursed based on actual costs or the approved Nexus Study effective at the time the agreement was entered into, whichever is less.

Reimbursements shall be enacted through an agreement between the developer and the City, contingent on funds being available and approved by WRCOG. In all cases, however, reimbursements under such special agreements must coincide with construction of the transportation improvements as scheduled in the five-year Zone Transportation Improvement Program’s adopted annually by WRCOG.
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Sec. 4.72.060. Procedures for the levy, collection and disposition of fees.

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

B. Payment and Collection. Payment of the fees shall be as follows:
i. All fees collected hereunder shall be collected by WRCOG for deposit, investment, accounting and expenditure in accordance with the provisions of this Chapter, TUMF Administrative Plan, and the Mitigation Fee Act.
ii. The fees shall be paid at the time a certificate of occupancy is issued for the Development Project or upon final inspection, whichever comes first (the “Payment Date”).

However this section should not be construed to prevent payment of the fees prior to issuance of an occupancy permit or final inspection. Fees may be paid at the issuance of a building permit, and the fee payment shall be calculated based on the fee in effect at that time, provided the developer tenders the full amount of his/her TUMF obligation. If the developer makes only a partial payment prior to the Payment Date, the amount of the fee due shall be based on the TUMF fee schedule in place on the Payment Date. The fees shall be calculated according to fee schedule set forth in this Chapter and the calculation methodology set forth in the Fee Calculation Handbook adopted July 14, 2003, as amended from time to time. iii. The fees required to be paid shall be the fee amounts in effect at the time of payment is due under this Chapter, not the date the Chapter was initially adopted. The City shall not enter into a development agreement which freezes future adjustments of the TUMF. iv. If all or part of any development project is sold prior to payment of the fee, the property shall continue to be subject to the requirement for payment of the fee. The obligation to pay the fee shall run with the land and be binding on all the successors in interest to the property.
v. Fees shall not be waived.

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

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

E. Reports to WRCOG. The Director of Building and Safety, or his/her designee, shall prepare and deliver to the Executive Director of WRCOG, periodic reports as will be established under Section 4.72.070 of this Chapter.

Sec. 4.72.070. Appointment of the TUMF administrator.

WRCOG is hereby appointed as the Administrator of the Transportation Uniform Mitigation Fee Program. WRCOG is hereby authorized to collect all fees generated from the TUMF within the City, and to invest, account for and expend such fees in accordance with the provisions of this Chapter and the Mitigation Fee Act. The detailed administrative procedures concerning the implementation of this Ordnance shall be contained in the TUMF Administrative Plan . Furthermore, the TUMF Administrator shall use the Fee Calculation Handbook adopted July 14, 2003, as amended from time to time, for the purpose of calculating a developer’s TUMF obligation. In addition to detailing the methodology for calculating all TUMF obligations of 447
different categories of new development, the purpose of the Fee Calculation Handbook is to clarify for the TUMF Administrator, where necessary, the definition and calculation methodology for uses not clearly defined in the respective TUMF ordinances.

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

MAP OF REGIONAL SYSTEM
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EXHIBIT “C”
2024 NEXUS STUDY
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TRANSPORTATION UNIFORM MITIGATION FEE

NEXUS STUDY
2024 UPDATE

FINAL REPORT
Prepared for the Western Riverside Council of Governments In Cooperation with
The City of Banning
The City of Beaumont
The City of Calimesa
The City of Canyon Lake
The City of Corona
The City of Eastvale
The City of Hemet
The City of Jurupa Valley
The City of Lake Elsinore
The City of Menifee
The City of Moreno Valley
The City of Murrieta
The City of Norco
The City of Perris
The City of Riverside
The City of San Jacinto
The City of Temecula
The City of Wildomar
The County of Riverside
Eastern Municipal Water District
March Joint Powers Authority
Riverside County Superintendent of Schools
Riverside Transit Agency
Western Water
Prepared by GHD
As adopted by the WRCOG Executive Committee, September 9, 2024 452
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TUMF Nexus Study – 2024 Program Update September 9, 2024 i

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

8.0 APPENDICES .................................................................................................................65 453
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TUMF Nexus Study – 2024 Program Update September 9, 2024 ii

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

LIST OF FIGURES
Figure ES.1 - Flowchart of Key Steps in the TUMF Nexus Study Process ................................. v Figure ES.2 - Population, Households and Employment in Western Riverside County (2018 to 2045) ......................................................................................................................vii Figure ES.3 - Regional System of Highways and Arterials–TUMF Network Improvements ...i x Figure 1.1 - Flowchart of Key Steps in the TUMF Nexus Study Process ................................. 6 Figure 2.1 – Base Year Socioeconomic Estimates for Western Riverside County ..............15 Table 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County ............16 Figure 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County ...........16 Figure 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045) .............................................................................................................................18 Figure 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison) .......................................................................20 Figure 4.1 - Regional System of Highways and Arterials for Western Riverside County .....29 Figure 4.2 - The Backbone Network of Highways and Arterials for Western Riverside County ..............................................................................................................................31 Figure 4.3 - Western Riverside County Area Planning Districts (TUMF Zones) .....................32 Figure 4.4 - Regional System of Highways and Arterials–TUMF Network Improvements ...44 454
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ES.0 EXECUTIVE SUMMARY
ES.1 Introduction and Purpose of the Nexus Study
Western Riverside County includes 18 incorporated cities and the unincorporated county covering an area of approximately 2,100 square miles. Through the mid 2000’s, this portion of Riverside County was growing at a pace exceeding the capacity of existing financial resources to meet increasing demand for transportation infrastructure.

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

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

Continued high growth in households and jobs in Western Riverside County could significantly increase congestion and degrade mobility if substantial investments are not made in transportation infrastructure. This challenge is especially critical for arterial roadways of regional significance, since traditional sources of transportation funding (such as the gasoline tax and local general funds) will not be nearly sufficient to fund the needed improvements. While the TUMF cannot fund all necessary transportation system improvements, it is intended to address a current transportation funding shortfall by establishing a new revenue source that ensures future new development will contribute toward addressing its indirect cumulative traffic impacts on regional transportation infrastructure. Funding accumulated through the TUMF Program will be used to construct transportation improvements such as new arterial highway lanes, reconfigured freeway interchanges, railroad grade separations and new regional express bus services that will be needed to accommodate future travel demand in Western Riverside County. By levying a fee on new developments in the region, local agencies will be establishing a mechanism by which developers and in turn new county residents and employees will effectively contribute their “fair share” toward sustaining the regional transportation system.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 iv
This TUMF Draft Nexus Study is intended to satisfy the requirements of California Government Code Chapter 5 Section 66000-66008 Fees for Development Projects (also known as California Assembly Bill 1600 (AB 1600) or the Mitigation Fee Act) which governs imposing development impact fees in California. The initial WRCOG TUMF Nexus Study was completed in October 2002 and adopted by the WRCOG Executive Committee in November 2002. The results of the first review of the Program were documented in the TUMF Nexus Study 2005 Update adopted by the WRCOG Executive Committee on February 6, 2006. A second comprehensive review of the TUMF Program was adopted by the WRCOG Executive Committee on October 5, 2009. A third comprehensive review of the TUMF Program was conducted following the adoption of the Southern California Association of Governments (SCAG) 2016-2040 Regional Transportation Plan/ Sustainable Communities Strategy (2016 RTP/SCS) on April 7, 2016.

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

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

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

This version of the WRCOG TUMF Nexus Study Report documents the results of the fourth comprehensive review of the TUMF Program. This version of the document also incorporates revisions in response to comments received during the formal review of the earlier Draft TUMF Nexus Study 2024 Update. The findings of this report were ultimately adopted by the WRCOG Executive Committee on September 9, 2024. 456
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TUMF Nexus Study – 2024 Program Update September 9, 2024 v
Figure ES.1 - Flowchart of Key Steps in the TUMF Nexus Study Process 457
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TUMF Nexus Study – 2024 Program Update September 9, 2024 vi
ES.2 Future Growth
In preparation for the 2020 RTP/SCS, SCAG undertook robust stakeholder engagement, including participation by WRCOG, Riverside County and the various cities in Western Riverside County, to develop regional demographic forecasts. Using input from regional stakeholders regarding anticipated patterns and rates of development, SCAG compiled and disseminated the forecasts that were ultimately adopted in 2020. The SCAG forecasts adopted for the 2020 RTP/SCS were subsequently used as the basis for RivCoM and are used as the basis for this TUMF Nexus Study Update.

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

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

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

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

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

The fee should be assessed proportionately on new residential and non-residential development based on the relative impact of each use on the transportation system. 459
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ES.4 The TUMF Network
The Regional System of Highways and Arterials (also referred to as the TUMF Network) is the system of roadways that serve inter-community trips within Western Riverside County and therefore are eligible for improvement funding with TUMF funds. Transportation facilities in Western Riverside County that generally satisfied these guidelines were initially identified, and a skeletal regional transportation framework evolved from facilities where several guidelines were observed. Representatives of all WRCOG constituent jurisdictions reviewed this framework in the context of current local transportation plans to define the TUMF Network, which was subsequently endorsed by the WRCOG Public Works Committee, WRCOG Technical Advisory Committee, TUMF Policy Committee and the WRCOG Executive Committee.

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

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

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

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

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

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

22.3% of the total future person trips.

ES.6 Fair-Share Fee Calculation
The balance of the unfunded TUMF system improvement needs is $4.24 billion which is the maximum value attributable to the mitigation of the cumulative regional transportation impacts of future new development in the WRCOG region and will be captured through the TUMF Program. By levying the uniform fee directly on future new developments (and indirectly on new residents and new employees to Western Riverside County), these transportation system users are assigned their “fair share” of the 462
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costs to address the cumulative impacts of additional traffic they will generate on the regional transportation system.

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

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

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

The Nexus Study evaluation has established a proportional “fair share” of the improvement cost attributable to new development based on the impacts of existing development and the availability of obligated funding through traditional sources. The fair share fee allocable to future new residential and non-residential development in Western Riverside County is summarized for differing use types in Table ES.1. 463
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TUMF Nexus Study – 2024 Program Update September 9, 2024 xii
Table ES.1 - Transportation Uniform Mitigation Fee for Western Riverside County Land Use Type Units Development
Change
Fee Per Unit Total Revenue
($ million)
Single-Family Residential DU 167,491 $15,476 $2,592.0 Multi-Family Residential DU 90,335 $7,816 $706.1
Industrial SF GFA 61,489,565 $2.33 $143.1
Retail SF GFA 6,557,500 $11.21 $73.5
Service SF GFA 66,735,957 $9.76 $651.1
Government/Public SF GFA 3,420,665 $23.07 $78.9
MAXIMUM TUMF VALUE $2,961.0
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TUMF Nexus Study – 2024 Program Update September 9, 2024 1 1.0 INTRODUCTION AND PURPOSE OF THE NEXUS STUDY

1.1 Background

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

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

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

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

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

In February 1999, the cities of Temecula, Murrieta and Lake Elsinore, the Western Riverside Council of Governments (WRCOG), the Riverside County Transportation Commission (RCTC) and the Building Industry Association (BIA) met to discuss the 465

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TUMF Nexus Study – 2024 Program Update September 9, 2024 2 concept of a TUMF. The intent of this effort was to have the southwest area of Western Riverside County act as a demonstration for the development of policies and a process for a regional TUMF Program before applying the concept countywide. From February 1999 to September 2000, the Southwest Area Transportation Infrastructure System Funding Year 2020 (SATISFY 2020) Program progressed with policy development, the identification of transportation improvements, traffic modeling, cost estimates, fee scenarios and a draft Implementation Agreement.

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

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

This TUMF Nexus Study is intended to satisfy the requirements of California Government Code Chapter 5 Section 66000-66008 Fees for Development Projects (also known as California Assembly Bill 1600 (AB 1600) or the Mitigation Fee Act), which governs imposing development impact fees in California. The Mitigation Fee Act requires that all local agencies in California, including cities, counties, and special districts follow two basic rules when instituting impact fees. These rules are as follows:

1) Establish a nexus or reasonable relationship between the development impact fee’s use and the type of project for which the fee is required. 2) The fee must not exceed the project’s proportional “fair share” of the proposed improvement and cannot be used to correct current problems or to make improvements for existing development.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 3 1.2 TUMF Nexus Study History

The TUMF Program is implemented through the auspices of WRCOG. As the council of governments for Western Riverside County, WRCOG provides a forum for representatives from 18 cities, the Riverside County Board of Supervisors, the Eastern Municipal Water District, Western Water, the Riverside County Superintendent of Schools, the March Joint Powers Authority and the Riverside Transit Agency to collaborate on issues that affect the entire subregion, such as air quality, solid waste, transportation and the environment. WRCOG strives to "respect local control, provide regional perspective, and make a difference" to elevate the quality of life throughout the subregion. A current list of the standing WRCOG committees and committee membership that oversee the TUMF program is included in Appendix A.

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

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

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

The WRCOG Executive Committee subsequently considered comments related to the Draft Nexus Study 2015 Update at the meeting held on September 14, 2015, where it was resolved to “delay finalizing the Nexus Study for the TUMF Program Update until the 2016 Southern California Association of Governments’ 2016 Regional Transportation Plan / Sustainable Communities Strategy growth forecast is available for inclusion in the Nexus Study”. The Southern California Association of Governments (SCAG) adopted the 2016-2040 Regional Transportation Plan/ Sustainable Communities Strategy (2016 RTP/SCS) on April 7, 2016, enabling WRCOG staff to proceed with finalizing the update of the TUMF Nexus Study. The WRCOG TUMF Nexus Study 2016 Update Report was ultimately adopted by the WRCOG Executive Committee on July 10, 2017. 467

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TUMF Nexus Study – 2024 Program Update September 9, 2024 4 On September 3, 2020, SCAG adopted Connect SoCal; The 2020-2045 Regional Transportation Plan/Sustainable Communities Strategy of the Southern California Association of Governments (2020 RTP/SCS). As stated in the plan document “Connect SoCal embodies a collective vision for the region’s future, through the horizon year of 2045. It is developed with input from a wide range of constituents and stakeholders within the Counties of Imperial, Los Angeles, Orange, Riverside, San Bernardino and Ventura, including public agencies, community organizations, elected officials, tribal governments, the business community and the public. Connect SoCal is an important planning document for the region, allowing public agencies who implement transportation projects to do so in a coordinated manner, while qualifying for federal and state funding.”

The adoption of the 2020 RTP/SCS confirmed new growth forecasts for the region that were used as the basis to develop the Connect SoCal plan. These forecasts also provide a foundational element for updating the TUMF program and the associated nexus determination prompting WRCOG to initiate the current program update. The 2020 RTP/SCS growth forecasts are used directly in the fee calculation as the basis for determining the anticipated growth in households and employment in the region through the program horizon year of 2045. These forecasts are also integrated into the Riverside County Transportation Analysis Model (RivCoM) used to forecast the cumulative regional traffic impacts of new development on the arterial highway network in Western Riverside County.

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

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

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

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

To ensure new development continues to contribute a fair share of the cost to mitigate its cumulative regional transportation impacts in the period between the comprehensive review of program assumptions completed at least every five years, the WRCOG Executive Committee has also established that the TUMF Schedule of Fees will be reviewed annually, and adjusted, as needed, on July 1 st to reflect current costs. The revised schedule of fees will typically be recalculated in February of each year based 468

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TUMF Nexus Study – 2024 Program Update September 9, 2024 5 on the percentage increase or decrease in the Engineering News Record (ENR) Construction Cost Index (CCI) for the twelve (12) month period from January of the prior year to January of the current year, and the percentage increase or decrease in the National Association of Realtors (NAR) Median Sales Price of Existing Single Family Homes in the Riverside/San Bernardino Metropolitan Statistical Area for the twelve (12) month period from the 3rd Quarter of the second year prior to the 3rd Quarter of the prior year (to coincide with the publication of the most recently updated index). If approved by the Executive Committee, the resultant percentage change for each of the indices will be applied to the unit cost assumptions for roadway and bus transit costs, and land acquisition costs, respectively, to reflect the combined effects of changes in eligible project costs on the resultant per unit fee for each defined land use category. The most recent annual cost adjustment to the TUMF Schedule of Fees was adopted by the WRCOG Executive Committee on July 12, 2021.

1.3 TUMF Nexus Study Process

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

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

The subsequent chapters of this Nexus Study document describe the various assumptions, data inputs and analysis leading to the determination of each major variable in the TUMF calculation, and ultimately leading to the determination of the TUMF Schedule of Fees that indicates the maximum “fair share” fee for each of the various use types defined in the TUMF program. The overall process for establishing the TUMF nexus is summarized in this section, including the flow chart in Figure 1.1 that illustrates the various technical steps in this fee calculation process. Each technical step that was followed to determine the TUMF Schedule of Fees and establish the program nexus is summarized below, with the numbers denoted on the flow chart correlating to the steps described. The flow chart also incorporates color coding of the steps to indicate those steps that involved the application of RivCoM, steps that utilized other input data, steps that are computations of various inputs, and steps that required specific actions of the various WRCOG committees to confirm major variables. Where appropriate, the flow chart also includes specific cross references to the sections or tables included in this Nexus Study document that correlate to the particular step.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 6 Figure 1.1 - Flowchart of Key Steps in the TUMF Nexus Study Process

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TUMF Nexus Study – 2024 Program Update September 9, 2024 7 2.3.1. Establish the TUMF Network Project List

The roadway network in Western Riverside County must be evaluated to determine how new development activity will impact the performance of the network, and how the resultant traffic impacts can be mitigated by completing various roadway improvements. The following steps integrate the latest SCAG socio-economic forecasts into RivCoM as the basis for determining future roadway deficiencies and identifying the list of eligible improvements to address these future deficiencies. The rational and methodology for accomplishing these steps is further explained in Chapters 2 and 3 of this report, with the resultant TUMF Network described in Chapter 4.

1) The SCAG 2020 RTP/SCS was developed using housing and employment data for 2018 as its base year. This adopted dataset was integrated into RivCoM providing a critical analytic tool to support the Nexus Study Update. 2) The RivCoM model 1 has datasets available that represent the capacity of the different facilities in the road network for several different study years. For this nexus update, the RivCoM 2018 base network that was developed following the adoption of the SCAG 2020 RTP was selected as the one most closely resembling current conditions. This network was subsequently reviewed and updated, including a detailed review by WRCOG staff and participating jurisdictions, to identify projects that were completed on the arterial network in the period between 2016 and December 2021. The arterial network was then recoded to reflect the changes to the TUMF Network to create a 2021 Existing Network as the base network for analysis. A second version of the base network was also developed adding only those facilities that had been identified on the 2016 TUMF network that did not currently exist and therefore were not represented by a link(s) in RivCoM. The Supplemental 2021 Existing Network was utilized as the basis for assessing only those projects that did not currently exist on the TUMF Network.
3) RivCoM was run using the 2018 socio-economic data (SED) and the 2021 Existing Networks to produce the baseline volumes on the roads in the TUMF Network. 4) The baseline volume-to-capacity (V/C) ratio was then determined. The target LOS for TUMF facilities is “D”, meaning that facilities with LOS “E” or “F”, i.e. those with a V/C ratio of 0.9 or higher, are deemed to have inadequate capacity. The result of this step is a list of roads that have existing capacity deficiencies.

1 The macro-level traffic forecasting was conducted using the Riverside County Transportation Analysis Model (RivCoM).

RivCoM is consistent of SCAG’s six-county model with additional detail (traffic analysis zones and local roads) added within Riverside County. It was developed for use in traffic studies in Riverside County as a replacement for the Riverside County Transportation and Analysis Model (RivTAM) integrating an updated modeling platform to improve run time and reliability, as well as a more focused model area, more detailed network and zone structure, and prost processors to satisfy more recent legislative requirements. RivCoM has both the geographic scope needed to analyze all TUMF facilities and conformity with regional planning assumptions. There is a memorandum of understanding among the jurisdictions of Riverside County that encourages the use of the RivCoM model for use in regional traffic studies. 471

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TUMF Nexus Study – 2024 Program Update September 9, 2024 8 5) The SCAG 2020 RTP/SCS was developed using housing and employment data for 2045 as its forecast horizon year. This adopted dataset was also used as the future base year for the TUMF update calculation.
6) RivCoM was run using the 2021 Existing Networks with the land use assumptions for 2045. These “Future No-Build” scenarios was used to determine where deficiencies would occur in the roadway system if development occurred as expected but no roadway improvements were implemented.
7) Comparing the existing capacity deficiencies with the future deficiencies showed where new deficiencies would occur that are entirely attributable to growth in households and employment. Comparing the existing and future traffic volume to capacity ratio on the roads that are currently deficient shows the portion of the future deficiency that is attributable to growth. 8) It is generally acknowledged that the TUMF program cannot and should not attempt to fund every roadway improvement needed in Western Riverside County. WRCOG has adopted a set of selection criteria that was used to choose which roadway improvements would be eligible for TUMF funding. 9) The selection criteria were applied to the forecast deficiencies to identify projects for the TUMF Project List. The project list was subsequently reviewed to confirm the eligibility of proposed projects, including projects previously included in the TUMF program, as well as additional projects requested for inclusion as part of the current update. The project list was then subsequently updated to reflect those projects considered eligible for TUMF funding as part of the 2024 Nexus Study Update.

2.3.2. Determine the TUMF Network Project Costs

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

10) The TUMF program has design standards covering the road project components that are eligible for TUMF funding. This ensures that projects in jurisdictions with different design standards are treated equally2.
11) Current cost values for labor and materials such as cement, asphalt, reinforcing steel, etc., as derived from Caltrans cost database, RCTC and other sources, were tabulated and updated to December 2023. Additionally, the ROW cost components per square foot for various land use types were also updated based on current property valuations in Riverside County as researched by Overland, Pacific and Cutler.

2 A jurisdiction may choose to design to a higher standard, but if it does so, TUMF will only fund up to the equivalent of what costs would have been had the TUMF design standards been followed. 472

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TUMF Nexus Study – 2024 Program Update September 9, 2024 9 12) The cost values for the contributing labor, materials and land components were applied to estimated quantities of these components for the various roadway project types that are eligible under TUMF to generate aggregate unit cost values for each project type (road costs per lane-mile, typical costs per arterial- freeway interchange, bridge costs per linear foot, etc.). 13) The unit costs from the previous step were then applied to the project list to estimate the costs of the improvements on the TUMF project list. 14) The percentage of each project that was attributable to new development was then applied to the costs of TUMF road projects to find the total road project cost that is attributable to new development.

2.3.3. Determine the TUMF Transit Component

A portion of the TUMF funding is made available for transit services that provide an alternative to car travel for medium-to-long distance intra-regional trips. The eligible transit projects and their associated costs are determined using the following steps, with additional explanation provided in Chapter 4 of this report. 15) Actual average weekday daily ridership for Riverside Transit Agency (RTA) transit bus services was tabulated for 2023.
16) Forecast average weekday daily ridership for RTA bus transit services was retrieved from the SCAG 2020 RTP/SCS Model for horizon year 2045. 17) The growth in ridership between 2023 and 2045 was compared to determine the portion of 2045 average weekday daily ridership that is attributable to existing passengers and the portion attributable to new growth.
18) A proposed transit project list was provided by RTA staff and was reviewed to confirm the validity of the project list to establish a final recommended transit project list to be included as part of the program. The result was the TUMF Transit Project List.
19) RTA provided information on current costs for the listed transit infrastructure. 20) The cost information was then used to determine the cost of the items on the TUMF Transit Project List.
21) The percent attribution from Step 17 was applied to the project cost estimates from the previous step to determine the cost of transit improvements that are attributable to new development.
22) The costs for road and transit projects that are attributable to new development are then combined along with information on other (non-TUMF) funds to determine the total cost for TUMF projects that is to be cover by new development through the imposition of the fees. The available alternate funding sources were reviewed as part of the Nexus update, specifically including the completion of a detailed review of available federal, state and local funding sources administered by RCTC.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 10 2.3.4. Computing the Fee for Residential Developments

Having determined the total project costs to be covered by new development under the TUMF program, it is necessary to divide these costs among different types of developments roughly in proportion to their expected traffic impacts. The following steps describes the process for determining the proportion attributable to new residential development. The approach for accomplishing these steps along with the findings of this analysis are described in detail in Chapter 5 and Chapter 6 of this report. 23) California legislation encourages the use of vehicle miles of travel (VMT) as the primary indicator of traffic impacts because it combines the number of vehicle trips and the average length of those trips to reflect the proportional impact to the roadway network. As a result, the methodology for determining the relative distribution of traffic impacts between residential and non-residential uses for the purposes of TUMF utilizes a VMT based approach. The RivCoM 2021 Existing Network and 2045 No-Build model runs were examined to determine the VMT of various trip types that would take place in Western Riverside County (excluding through trips). The results were compared to determine the growth in VMT for each trip type. Per WRCOG policy (based on National Cooperative Highway Research Program (NCHRP) recommended practice) trips originating in or destined for a home are attributed to residential development while trips where neither the origin nor the destination are a home are attributed to non-residential development.
24) The SCAG 2020 RTP/SCS socio-economic forecasts were used to estimate the number of single-family and multi-family dwelling units that will be developed during the 2018 to 2045 period.
25) The Institute of Transportation Engineers’ (ITE’s) trip generation rates, which come from surveys of existing sites for various development types, were then used to estimate the daily number of trips that will be generated by future single- and multi-family developments that will occur in the region from 2018 to 2045. 26) The cost to be covered by residential development was divided into the portion attributable to new single-family dwellings and portion attributable to new multi- family development to calculate the cost share for each use. 27) The cost share for single-family dwellings and multi-family dwellings was divided by the number of dwellings of each type to determine the fee level required from each new dwelling unit to cover their fair share of the cost to mitigate the impacts of new developments.

2.3.5. Computing the Fee for Non-Residential Developments

A process similar to that used for residential units was used to determine the fee level for non-residential development. However, the determination of fees for non-residential development involves additional steps due to the additional complexity of accounting for a greater variety of development types within each use category. Chapter 5 and Chapter 6 of this report provide additional explanation regarding the methodology for accomplishing these steps along with the results of this analysis. 474

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TUMF Nexus Study – 2024 Program Update September 9, 2024 11 28) Like many impact fee programs, TUMF groups similar development projects together into general use categories to simplify the administration of the program. TUMF groups the various land use categories found in ITE’s Trip Generation Manual into four non-residential categories (industrial, retail, service, and government/public sector) based on the North American Industry Classification System (NAICS), which is also used by the U.S. Census Bureau and SCAG for demographic classifications and is the basis for such classifications in the SCAG Regional Travel Demand Model as well as and the RivCoM model. The ITE trip generation rates for all uses were reviewed for accuracy updated to reflect the most current ITE published rates. The median value for the trip- generation rates for all uses within each category was used in the nexus study to represent the trip-generation characteristics for the category. 29) The trip-generation rates of retail and service uses were adjusted to take into account the share of pass-by trips these uses generate. Pass by trip rates for various retail and service uses were derived from the ITE Trip Generation Manual to determine the median value of all uses as the basis for the adjustment. The ITE pass by trip rates for all uses were reviewed for accuracy and updated to reflect the most current ITE published rates.
30) The SCAG 2020 RTP/SCS socio economic forecasts included non-residential employment for 2018 and 2045. These forecasts were used to estimate the growth in employment in each of the four non-residential uses. 31) The SCAG employment forecasts are denominated in jobs while development applications are typically denominated in square feet of floorspace. The ratio of floorspace per employee was determined as a median value derived from four studies, including a comprehensive study San Bernardino and Riverside Counties conducted in 1990, an OCTA study conducted in 2001, a SCAG study (including a specific focus on Riverside County) conducted in 2001, and the Riverside County General Plan adopted in 2015.
32) The forecast growth in employees was multiplied by the floorspace per employee to produce a forecast of the floorspace that will be developed for each of the four non-residential use types.
33) The trip-generation rate for each of the four uses was multiplied by the forecast of new floorspace to estimate the number of trips generated by each use. 34) The amount of project costs to be covered by non-residential development was split between the four non-residential uses to determine the TUMF cost share for each.
35) The TUMF cost share for each of the four non-residential uses was divided by the forecast growth in floorspace to determine the fee level required from each new square foot of non-residential development to cover their fair share of the cost to mitigate the impacts of new developments.
36) WRCOG has adopted a TUMF Fee Calculation Handbook that allows for fee adjustments to be made to account for unusual circumstances for certain types of residential and non-residential development (fuel filling stations, golf courses, high-cube warehouses, wineries, electric charging stations, etc.) These 475

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TUMF Nexus Study – 2024 Program Update September 9, 2024 12 adjustments are intended to calculate a fairer proportional fee based on the unique trip generation characteristics of these development types.

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

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

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TUMF Nexus Study – 2024 Program Update September 9, 2024 13 2.0 FUTURE GROWTH

2.1 Recent Historical Trend

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

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

2.2 Available Demographic Data

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

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

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TUMF Nexus Study – 2024 Program Update September 9, 2024 14 2.3 Demographic Assumptions Used for the Nexus Study Analysis

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

The SCAG 2020 RTP/SCS data were compared to the 2016 RTP/SCS data used in the TUMF Nexus Study 2016 Update. As can be seen in Table 2.1 and Figure 2.1, the 2018 data reflects an increase in population and single-family households, and a very slight decline in multi-family households. Employment grew substantially overall, with significant growth in industrial employment, largely attributable to the rapid expansion of warehousing and logistics facilities in Western Riverside County. In contrast, there was a notable decline in government and public sector employment in the region from 2012 to 2018

Table 2.1 - Base Year Socioeconomic Estimates for Western Riverside County

SED Type 2016 Update
(2012)
2024 Update
(2018) Change Percent
Total Population 1,773,935 1,905,440 131,505 7%
Total Households 525,149 554,573 29,424 6%
Single-Family 366,588 397,407 30,819 8%
Multi-Family 158,561 157,166 -1,395 -1%
Total Employment 460,787 570,420 109,633 24%
Industrial 120,736 169,334 48,598 40%
Retail 65,888 73,814 7,926 12%
Service 253,372 308,703 55,331 22%
Government/Public Sector 20,791 18,569 -2,222 -11%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS

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TUMF Nexus Study – 2024 Program Update September 9, 2024 15 Figure 2.1 – Base Year Socioeconomic Estimates for Western Riverside County

Table 2.2 and Figure 2.2 compare the socioeconomic forecasts for the program horizon year of 2045 used in the TUMF Nexus Study 2016 Update and 2045 for this study. The most recent forecasts reflect an increase in the horizon year population and households, and a decrease in overall employment in Western Riverside County. The change in employment was not, however, consistent across sectors. The retail employment forecast has decreased approximately 15% from 2040 to 2045, while the industrial employment forecast has increased over 20%. This shift is consistent with the emergence of e-commerce as an alternative to traditional “brick and mortar” retail. 479

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TUMF Nexus Study – 2024 Program Update September 9, 2024 16 Table 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County

SED Type 2016 Update
(2040)
2024 Update
(2045) Change Percent
Total Population 2,429,633 2,533,876 104,243 4%
Total Households 775,231 812,399 37,168 5%
Single-Family 539,631 564,898 25,267 5%
Multi-Family 235,600 247,501 11,901 5%
Total Employment 861,455 846,442 -15,013 -2%
TUMF Industrial 201,328 245,915 44,587 22%
TUMF Retail 101,729 86,929 -14,800 -15%
TUMF Service 528,092 482,958 -45,134 -9%
TUMF Government/Public Sector 30,306 30,640 334 1%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS

Figure 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County

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TUMF Nexus Study – 2024 Program Update September 9, 2024 17 Table 2.3 and Figure 2.3 summarize the socioeconomic data obtained from SCAG and used as the basis for completing this Nexus Study analysis. The SCAG employment data for 2018 and 2045 was provided for thirteen employment sectors consistent with the California Employment Development Department (EDD) Major Groups including:

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

Table 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045)

SED Type 2018 2045 Change Percent
Total Population 1,905,440 2,533,876 628,436 33%
Total Households 554,573 812,399 257,826 46%
Single-Family 397,407 564,898 167,491 42%
Multi-Family 157,166 247,501 90,335 57%
Total Employment 570,420 846,442 276,022 48%
TUMF Industrial 169,334 245,915 76,581 45%
TUMF Retail 73,814 86,929 13,115 18%
TUMF Service 308,703 482,958 174,255 56%
TUMF Government/Public Sector 18,569 30,640 12,071 65%
Source: SCAG 2020 RTP/SCS

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TUMF Nexus Study – 2024 Program Update September 9, 2024 18 Figure 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045)

The combined effects of the changes in the base year and horizon year socioeconomic data are modest reductions in the total growth in population and single-family households, but a notable increase in multi-family households. The change in total employment is reduced by 31%, with the most significant reduction in employment growth in the retail sector (-63%), while the industrial sector saw only a slight reduction in total employment growth compared to the 2016 Nexus Update (5%).

The Government/public sector employment growth has increased by 27% from the 2016 Nexus Study to the 2024 Nexus Study, although the total number of jobs increased is relatively small as a share of the total employment. Table 2.4 and Figure 2.4 provide a comparison of the changes in population, households and employment between the 2016 Nexus Update and the 2024 Nexus Update. The table and figure clearly illustrate the reduction in the rate of growth in Western Riverside County largely attributable to the effects of the economic recession. This reduced rate of growth in the region will serve as the basis for reevaluating the level of impact of new development on the transportation system in the next section, as well as providing the basis for the determination of the fair share fee for each land use type.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 19 Table 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison)

SED Type 2016 Update
(2012-2040)
2024 Update
(2018-2045) Difference Percent
Total Population 655,698 628,436 -27,262 -4%
Total Households 250,082 257,826 7,744 3%
Single-Family 173,043 167,491 -5,552 -3%
Multi-Family 77,039 90,335 13,296 17%
Total Employment 400,668 276,022 -124,646 -31%
TUMF Industrial 80,592 76,581 -4,011 -5%
TUMF Retail 35,841 13,115 -22,726 -63%
TUMF Service 274,720 174,255 -100,465 -37%
TUMF Government/Public Sector 9,515 12,071 2,556 27%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS

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TUMF Nexus Study – 2024 Program Update September 9, 2024 20 Figure 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison)

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TUMF Nexus Study – 2024 Program Update September 9, 2024 21 3.0 NEED FOR THE TUMF

All new developments have some effect on the transportation infrastructure in a community, city or county due to an increase in travel demand. Increasing usage of the transportation facilities leads to more traffic, progressively increasing VMT, traffic congestion and decreasing the level of service (LOS) 3. To meet the increased travel demand and keep traffic flowing, improvements to transportation facilities become necessary to sustain pre-development traffic conditions.

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

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

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

3.1 Future Highway Congestion Levels

To support the evaluation of the cumulative regional impacts of new development on the existing arterial highway system in Western Riverside County, existing (2018) and future (2045) SED were modeled on the existing (2021) arterial highway network using RivCoM. To quantify traffic growth impacts, various traffic measures of effectiveness were calculated for the AM and PM peak periods for each of the two scenarios. The

3 The Highway Capacity Manual 6 th Edition – A Guide for Multimodal Mobility Analysis (Transportation Research Board, National Academy of Sciences, Washington, D.C., 2016, Volume 1 – Concepts, pp 5-3) describes LOS as a “quantitative stratification of performance measure or measures representing quality of service….HCM defines six levels of service, ranging from A to F, for each service measure or combination of measures. LOS A represents the best operating conditions from the traveler’s perspective and LOS F the worst.” 485

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TUMF Nexus Study – 2024 Program Update September 9, 2024 22 WRCOG TUMF study area was extracted from the greater regional model network for the purpose of calculating measures for Western Riverside County only. Peak period performance measures for the Western Riverside County TUMF study area included total VMT, total vehicle hours of travel (VHT), total combined vehicle hours of delay (VHD), and total VMT experiencing unacceptable level of service (LOS E). These results were tabulated in Table 3.1. Plots of the Network Extents are attached in Appendix C.

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

Table 3.1 - Regional Highway System Measures of Performance (2018 Existing to 2045 No-Build)

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

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

LOS E or Worse was determined by V/C ratio that exceeds 0.9 thresholds as indicated in the Riverside County General Plan. 486

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TUMF Nexus Study – 2024 Program Update September 9, 2024 23 The following formulas were used to calculate the respective values:

The calculated values were compared to assess the total change between 2018 Existing and 2045 No-Build scenarios, and the average annual change between 2018 Existing and 2044 No-Build. As can be seen from the RivCoM outputs summarized in Table 3.1, the additional traffic generated by new development will cause peak period VMT on the arterial highway network to increase by approximately 47% by the year 2045 (approximately 1.4% per year). In the absence of additional improvements to the transportation network in Western Riverside County, the growth in VMT will cause congestion on the highway system to increase almost exponentially, with the most significant increase in congestion observed on the arterial highway system that includes the TUMF Network. Many facilities will experience a significant increase in vehicle delay and deterioration in LOS to unacceptable levels because of new development and the associated growth in traffic. According to the Highway Capacity Manual 6 th Edition – A Guide for Multimodal Mobility Analysis (Transportation Research Board, National Academy of Sciences, Washington, D.C., 2016), “LOS E describes operation at or near capacity. Operations…at this level are highly volatile because there are virtually no usable gaps within the traffic stream, leaving little room to maneuver within the traffic stream. Any disruption to the traffic stream, such as vehicles entering…or a vehicle changing lanes, can establish a disruption wave that propagates throughout the upstream traffic stream….the physical and psychological comfort afforded drivers is poor.”

The Congestion Management Program for Riverside County (CMP) published by the Riverside County Transportation Commission (RCTC) in 2011 designates LOS E as the “traffic standards must be set no lower than LOS E for any segment or intersection along the CMP System of Highways and Roadways” in Riverside County. “The intent of the CMP is to more directly link land use, transportation, and air quality, thereby prompting reasonable growth management programs that will effectively utilize new transportation funds, alleviate traffic congestion and related impacts, and improve air quality.” 4 The CMP provides a mechanism for monitoring congestion on the highway system and, where congestion is observed, establishes procedures for developing a deficiency plan to address improvement needs. The reactive nature of the CMP to identify and remediate existing congestion differs from the proactive nature of the TUMF program to anticipate and provide for future traffic needs. For this reason, the TUMF

4 Congestion Management Program for Riverside County – Executive Summary (Riverside County Transportation Commission, 2011) Page ES-3, ES-1
VMT = Link Distance * Total Daily Volume
VHT = Average Loaded (Congested) Link Travel Time * Total Daily Volume VHD = VHT – (Free-flow (Uncongested) Link Travel Time * Total Daily Volume) VMT LOS E or F = VMT (on links where Daily V/C exceeded 0.90)

Note: Volume to capacity (v/c) ratio thresholds for LOS E are based on the Transportation Research Board 2010 Edition of the Highway Capacity Manual (HCM 2010) LOS Maximum V/C Criteria for Multilane Highways with 45 mph Free Flow Speed (Exhibit 14-5, Chapter 14, Page 14-5). .
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TUMF Nexus Study – 2024 Program Update September 9, 2024 24 program follows the guidance of the Highway Capacity Manual in establishing LOS E as the threshold for unacceptable level of service, and subsequently as the basis for measuring system performance and accounting for existing needs. This approach ensures a more conservative accounting of existing system needs as part of the determination of the “fair share” of mitigating the cumulative regional impacts of future new development on the transportation system.

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

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

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

3.2 Future Transit Utilization Levels

In addition to the roadway network, public transportation will play a role in serving future travel demand in the region. Transit represents a critical component of the transportation system by providing an alternative mode choice for those not wanting to use an automobile, and particularly for those who do not readily have access to an automobile. As population and employment in Western Riverside County grows because of new development, demand for regional transit services in the region is also expected to grow.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 25 While some future transit trips will be accommodated by inter-regional transit services such as Metrolink, a substantial number of the trips within Western Riverside County will be served by bus transit services and for this reason the provision of regional bus transit service is considered integral to addressing the cumulative regional transportation impacts of new developments. Regional bus transit services within Western Riverside County are primarily provided by RTA.

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

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

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

3.3 The TUMF Concept

A sizable percentage of trip-making for any given local community extends beyond the bounds of the individual community as residents pursue employment, education, shopping and entertainment opportunities elsewhere. As new development occurs within a particular local community, this dispersal of trips of all purposes by new residents and the new business that serve them generates additional travel demand and contributes to the need for transportation improvements within their community and in the other communities of Western Riverside County. The idea behind a uniform mitigation fee is to have new development throughout the region contribute uniformly to paying the fair share cost of improving the transportation facilities that serve these trips between communities. Thus, the fee is intended to be used primarily to improve

5 RTA, like most public transportation agencies, have seen significant short-term declines in transit ridership resulting from changes in travel demands, mode choice and trip distribution following the COVID-19 pandemic. RTA’s 2016 actual average weekday daily ridership was 30,700. Post COVID-19, the RTA actual average weekday daily ridership in 2023 was 16,575, a decline of almost 50% of pre-pandemic ridership levels. These levels would be expected to continue to recover toward pre-pandemic levels as potential riders resume more regular work schedules, and apprehension toward the use of transit services for public health reasons wane.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 26 transportation facilities that serve trips between communities within the region (in particular, arterial roadways and regional bus transit services).

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

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

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

In summary, the TUMF concept includes the following:

 A uniform fee that is levied on new development throughout Western Riverside County.

 The fee is assessed roughly proportionately on new residential and non-residential development based on the relative impact of each new use on the transportation system.

 A portion of the fee is used to fund capacity improvements on a backbone system of arterial roadways that serve longer-distance trips within the region; a portion of the fee is returned to the subregion or zone in which it was generated to fund capacity improvements on a secondary system of arterial roadways that link the communities in that area; and a portion of the fee is used to fund improvements to regional bus transit services that serve trips between the communities within the region.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 27 4.0 THE TUMF NETWORK

4.1 Identification of the TUMF Roadway Network

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

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

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

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

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

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

5. Facilities that accommodate regional fixed route transit services.

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

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

Transportation facilities in Western Riverside County that generally satisfied these guidelines were initially identified, and a skeletal regional transportation framework evolved from facilities where several guidelines were observed. Representatives of all WRCOG constituent jurisdictions reviewed this framework in the context of current local transportation plans to define the TUMF Network, which was subsequently endorsed by

6 Since pass-through trips have no origin or destination in Western Riverside County, new development within Western Riverside County cannot be considered responsible for mitigating the impacts of pass-through trips. The impact of pass- through trips and the associated cost to mitigate the impact of pass-through trips (and other inter-regional freeway trips) is addressed in the Riverside County Transportation Commission (RCTC) Western Riverside County Freeway Strategic Plan, Phase II – Detailed Evaluation and Impact Fee Nexus Determination, Final Report dated May 31, 2008. 491

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TUMF Nexus Study – 2024 Program Update September 9, 2024 28 the WRCOG Public Works Committee, WRCOG Technical Advisory Committee, TUMF Policy Committee and the WRCOG Executive Committee.

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

The TUMF Network was reviewed as part of the 2024 Nexus Update to ensure facilities generally still met the previously described performance guidelines, and/or that the scope and magnitude of specific improvements to the TUMF Network were roughly proportional to the impacts needing to be mitigated. This review process resulted in the removal of various facilities from the TUMF Network, as well as various changes in the scope and magnitude of specific improvements to the TUMF Network. The resulting TUMF Network used as the basis for this Nexus Update is discussed in Section 4.3 of this report.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 30 4.2 Backbone Network and Secondary Network

As indicated previously, the TUMF roadway network was refined to distinguish between facilities of “Regional Significance” and facilities of “Zonal Significance.” Facilities of Regional Significance were identified as those that typically are proposed to have a minimum of six lanes at general plan build-out 7, extend across and/or between multiple Area Planning Districts 8, and are forecast to carry at least 25,000 vehicles per day in 2045. The Facilities of Regional Significance have been identified as the “backbone” highway network for Western Riverside County. A portion of the TUMF fee is specifically designated for improvement projects on the backbone system. The backbone network is illustrated in Figure 4.2.

Facilities of Zonal Significance (the “secondary” network) represent the balance of the RSHA for Western Riverside County. These facilities are typically within one zone and carry comparatively lesser traffic volumes than the backbone highway network, although they are considered significant for circulation within the respective zone. A portion of the TUMF is specifically designated for improvement projects on the secondary network within the zone in which it is collected. The WRCOG APD or zones are illustrated in Figure 4.3.

7 Although facilities were identified based on the minimum number of lanes anticipated at general plan buildout, in some cases it was determined that there was not sufficient demand for all additional lanes on some facilities until beyond the current timeframe of the TUMF Program (2045). As a result, only a portion of the additional lanes on these facilities have currently been identified for funding with TUMF revenues, reflecting the cumulative impact of new development through the current duration of the TUMF Program.
8 Area Planning Districts (APD) are the five aggregations of communities used for regional planning functions within the WRCOG area. Area Planning Districts are interchangeably referred to as TUMF Zones.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 33 4.3 Future Roadway Transportation Needs

To calculate a “fair share” fee for new development, it is necessary to estimate the cost of improvements on the TUMF system that will be needed to mitigate the cumulative regional impacts of future transportation demands created by new development.

Estimates of the cost to improve the network to mitigate the cumulative impacts of new development were originally developed based on unit costs prepared for the Coachella Valley Association of Governments (CVAG) Regional Arterial Cost Estimate (RACE)9, and the WRCOG Southwest District SATISFY 2020 Summary of Cost Estimates 10 (TKC/WRCOG 2000). The RACE cost estimates were developed based on a summary of actual construction costs for projects constructed in Riverside County in 1998.

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

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

As part of the 2024 TUMF Nexus Update, the original unit cost categories were revised to generate entirely new unit cost values based on the most recent available construction cost, labor cost and land acquisition cost values for comparable projects within Riverside County. The recalculation of the TUMF unit cost components was completed

9 Parsons Brinckerhoff/Coachella Valley Association of Governments, 1999, Regional Arterial Cost Estimate (RACE)
10 TKC/Western Riverside Council of Governments, 2000, SATISFY 2020 Summary of Cost Estimates 497

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TUMF Nexus Study – 2024 Program Update September 9, 2024 34 as part of the 2024 Nexus Update to reflect the effects of significant changes in materials, labor and land acquisition costs including the influences of supply chain disruptions during and following the COVID-19 pandemic, and the elevated rates of inflation prevailing in the past few years. Appendix F provides a detailed outline of the assumptions and methodology leading to the revised TUMF unit cost assumptions developed as part of the 2024 Nexus Update. A new category was also added to the cost assumptions to facilitate the use of intelligent transportation systems (ITS) to enhance traffic flows in arterial corridors that require mitigation but cannot accommodate construction of addition lane capacity.

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

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

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

The initial list of improvements was then compared with local General Plan Circulation Elements to ensure that the TUMF network included planned arterial roadways of regional significance. A consolidated list of proposed improvements and the unit cost assumptions were then used to establish an initial estimate of the cost to improve the network to mitigate for future traffic growth associated with new development. This initial list of proposed improvements has since been revised and updated as part of each subsequent Nexus Update to reflect the completion of projects, changing levels of development and associated changes in travel demand and transportation system impacts to be mitigated as part of the TUMF program.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 35 Table 4.1 - Unit Costs for Arterial Highway and Street Construction

Component
Type
Original Cost
Assumptions as
published
October 18, 2002
Cost Assumptions
per 2016 Nexus
Study
July 10, 2017
Cost Assumptions
per 2024 Nexus
Update
Description
Terrain 1 $550,000 $692,000 $1,132,000 Construction cost per lane mile - level terrain
Terrain 2 $850,000 $878,000 $1,740,000 Construction cost per lane mile - rolling terrain
Terrain 3 $1,150,000 $1,064,000 $2,350,000 Construction cost per lane mile - mountainous terrain
Landuse 1 $900,000 $2,509,000 $7,830,000 ROW cost factor per lane mile - urban areas
Landuse 2 $420,000 $2,263,000 $5,440,000 ROW cost factor per lane mile - suburban areas
Landuse 3 $240,000 $287,000 $490,000 ROW cost factor per lane mile - rural areas
Interchange 1 n/a $50,032,000 $84,190,000
Complex new
interchange/interchange
modification cost
Interchange 2 $20,000,000 $25,558,000 $43,490,000 New interchange/interchange modification total cost
Interchange 3 $10,000,000 $12,343,000 $22,550,000 Major interchange improvement total cost
Bridge 1 $2,000 $3,180 $4,800 Bridge total cost per lane per linear foot
RRXing 1 $4,500,000 $6,376,000 $18,200,000 New Rail Grade Crossing per lane RRXing 2 $2,250,000 $2,733,000 $6,900,000 Existing Rail Grade Crossing per lane ITS 1 $686,400 Infrastructure for ITS of roadway
segments per route mile
Planning 10% 10% 10%
Planning, preliminary engineering
and environmental assessment costs
based on construction cost only
Engineering 25% 25% 25%
Project study report, design,
permitting and construction
oversight costs based on
construction cost only
Contingency 10% 10% 10% Contingency costs based on total segment cost
Administration 4% 4% TUMF program administration based on total TUMF eligible network cost
MSHCP

5% 5%
TUMF component of MSHCP based
on total TUMF eligible construction
cost

As indicated in Table 2.4 and Figure 2.4, the anticipated rate of forecasted growth in Western Riverside County has been reduced by 4% for population, 3% for single-family residential and 31% for employment. This reduced rate of forecasted socioeconomic growth has a commensurate impact on the forecasted daily traffic in the region as demonstrated by the 2016 Nexus Study VMT compared to the 2024 Nexus Update VMT in Table 4.2. As shown in the table, the forecast peak period VMT on the TUMF arterial network in the year 2045 as the basis for the 2024 Nexus Update is more than 5% less than the comparable peak period VMT for 2040 used for the 2016 Nexus Study.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 36 Table 4.2 – Forecasted Daily Traffic in Western Riverside County

Measure of Performance
2024 Nexus Update 2016 Nexus Study
Peak Period Peak Period
2018 Existing 2045 No-Build 2012 Existing 2040 No-Build VMT - Total ALL FACILITIES 23,284,724 29,897,254 19,532,437 29,277,587 VMT - FREEWAYS 13,514,522 15,490,284 11,019,155 14,487,570 VMT - ALL ARTERIALS 9,770,202 14,406,970 8,513,282 14,790,016 TOTAL - TUMF ARTERIAL VMT 6,216,985 8,597,200 5,585,202 9,089,495

Source: RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network as existing in December 2021; RivTAM 2012 network and SCAG 2016 RTP/SCS SED with updated 2015 arterial network completed by WSP, September 2016

As a result of the reduced forecast traffic growth in the region, it is anticipated that the cumulative regional impacts of new development on the arterial highway and transit systems in the region is also reduced necessitating a reduction in the projects identified on the TUMF Network to mitigate the impacts of new development. As part of the 2024 Nexus Update, the list of proposed improvements included in the initial Nexus Study and validated during the subsequent Nexus updates was reviewed for accuracy and, where necessary, amended to remove or modify projects that have changed in need to mitigate impacts based on changes in the patterns of growth and travel demand within the region. Projects completed since the adoption of the 2016 Nexus Update were also removed from the network to reflect the fact that mitigation at these locations is no longer required. The specific network changes were screened by the WRCOG Public Works Committee for consistency with TUMF network guidelines including travel demand and traffic performance.

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

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

1. Construction of additional Network roadway lanes

2. Construction of new Network roadway segments

3. Expansion of existing Network bridge structures

4. Construction of new Network bridge structures

5. Expansion of existing Network interchanges with freeways

6. Construction of new Network interchanges with freeways

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

8. Installation of ITS along Network roadway segments

All eligible improvement types, except for ITS, provide additional capacity to Network facilities to accommodate future traffic growth generated by new development in Western Riverside County. ITS provides the ability to improve traffic flows along corridors 500

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TUMF Nexus Study – 2024 Program Update September 9, 2024 37 where capacity expansion is not possible. Following the comprehensive update of the TUMF Program, the estimated total cost to improve the RSHA for Western Riverside County is $4.84 billion with this cost including all arterial highway and street planning, engineering, design, right-of-way acquisition and capital construction costs, but not including transit, MSHCP or program administration costs that will be subsequently described. It should be noted that the full cost to improve the TUMF Network cannot be entirely attributed to new development and must be adjusted to account for the previous obligation of other funds to complete necessary improvements and unfunded existing needs. Sections 4.5 and 4.6 describe the adjustments to the total TUMF Network improvement need to account for existing needs and obligated funds.

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

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

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

4.4 Public Transportation Component of the TUMF System

In addition to the roadway network, public transportation plays a key role in serving future travel demand in the region. Public transportation serving inter-community trips is generally provided in the form of public bus transit services and in particular express bus or other high frequency services between strategically located community transit centers. In Western Riverside County, these bus transit services are typically provided by 501

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TUMF Nexus Study – 2024 Program Update September 9, 2024 38 RTA. Transit needs to serve future regional travel in Western Riverside County via bus transit include vehicle acquisitions, transit centers, express bus stop upgrades, maintenance facilities and other associated capital improvements to develop express bus or other high frequency inter-community transit bus services within the region.

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

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

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

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

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

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

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

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

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

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

The updated transit unit cost data provided by RTA are shown in Table 4.3.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 39 Table 4.3 - Unit Costs for Transit Capital Expenditures

Component Type*
Original Cost
Assumptions as
published
October 18, 2002
Cost Assumptions
per 2016 Nexus
Study
July 10, 2017
Cost
Assumptions per
2024 Nexus
Update
Description
Transit Center 1 $6,000,000 $7,465,000
Relocation/expansion of
existing Regional Transit
Center with up to 14 bus
bays and park and ride
Transit Center 2 $6,000,000 $9,000,000 $11,195,000
New Regional Transit Center
with up to 14 bus bays and
park and ride
Transfer Facility $1,000,000 $1,245,000 Multiple route transfer hub O & M Facility $50,000,000 $62,186,000 Regional Operations and Maintenance Facility
Green Technology $100,000 ZEB technology
enhancements
Bus Stop $10,000 $40,000 $50,000 Bus Stop Amenities Upgrade on TUMF Network
BRT Service Capital $540,000 $60,000 $75,000 BRT/Limited Stop Service Capital (per stop**)
Vehicle Fleet 1*** $160,000 Small Sized Bus/Van
Contract Operated
Vehicle Fleet 2 $155,000 $300,000 Medium Sized Bus Contract Operated
Vehicle Fleet 3 $325,125 $585,000 $1,271,000 Large Sized Bus Directly Operated
COA Study $950,000 $1,150,000
Comprehensive
Operational Analysis Study
component of Nexus Study
Update

* Transit Cost Component Types were restructured as part of the 2016 Nexus Update in accordance with the RTA Comprehensive Operational Analysis (January 2015) ** BRT Service Capital Cost Assumption was based on a per mile unit prior to the 2016 Nexus Update. 2016 Nexus Update uses a per stop unit cost for BRT Service Capital *** Vehicle Fleet component was restructured as part of the 2024 Nexus Update with the inclusion of Small Sized Bus/Van Contract Operated as Vehicle Fleet 1 and subsequent renumbering of Vehicle Fleet 2 and 3, respectively

The estimated total cost for future RTA bus transit services to accommodate forecast transit demand is approximately $217.9 million with this cost including all planning, engineering, design and capital improvement costs. Detailed transit component cost estimates are included in Section 4.7. The full cost to improve RTA bus transit services cannot be entirely attributed to new development and must be adjusted to account for existing needs. Section 4.6 describes the adjustments to the total transit cost to account for existing needs.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 40 4.5 Existing Obligated Funding

For some of the facilities identified in the TUMF network, existing obligated funding has previously been secured through traditional funding sources to complete necessary improvements. Since funding has been obligated to provide for the completion of needed improvements to the TUMF system, the funded cost of these improvements will not be recaptured from future developments through the TUMF Program. As a result, the TUMF network cost was adjusted accordingly to reflect the availability of obligated funds.

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

4.6 Unfunded Existing Improvement Needs

A review of the existing traffic conditions on the TUMF network (as presented in Table

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

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

1. Facilities with an existing need were identified by reviewing the RivCoM 2018 Existing scenario assigned traffic on the 2021 existing network and delineating 504

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TUMF Nexus Study – 2024 Program Update September 9, 2024 41 those facilities included on the TUMF Cost Fee Summary Table that have an average directional v/c exceeding 0.9011.
a. Weighted directional v/c values were used to determine existing need for network segments, which was calculated by:
i. Determining the length for the portion of each segment (model link), and calculating the ratio of link length to the overall segment length
ii. Generating the average directional v/c for each link, for both directions in AM and PM periods, and multiplying by link/segment length ratio
iii. Determining the maximum peak-period peak-direction v/c for each link, representing the highest directional v/c in either AM or PM
iv. Calculating weighted average v/c for each TUMF segment, based on the sum of all weighted max v/c values of each link within a segment

b. A similar method was used to determine existing need for spot improvements including interchanges, railroad crossings and bridges.

However, no weighting was used in the calculation of existing need for spot improvements. For these facilities, the peak-period peak-direction v/c values (highest directional v/c in either AM or PM) were utilized in the existing need calculation. This was based on the individual link within a network segment where a bridge or railroad crossing is located, or on- and off-ramps in the case of interchanges.

2. Initial costs of addressing the existing need were calculated by estimating the share of a particular roadway segments “new lane” cost, or individual spot improvement cost (including all associated ROW and soft costs).

3. Incremental growth in v/c was determined by comparing the average directional exisitng year v/c for the TUMF facilities (delineated under step one) with the horizon year v/c for the corresponding segments and spot improvements calculated based on the RivCoM 2045 No-Build scenario assigned traffic on the 2021 existing network using the same methodology as the existing year v/c.

11 The RivCoM 2021 Existing Network used for the TUMF Nexus Study analyses reflects the RivCoM 2018 base year network augmented to include highways facilities on the TUMF Network as they existed in December 2021. A second version of the base network was also developed adding only those facilities that had been identified on the 2016 TUMF Nexus study 2040 Build scenario that did not currently exist in December 2021 and therefore were not represented by a link(s) in the RivCoM base network. The Supplemental 2021 Existing Network was utilized as the basis for determining existing and future v/c for only those projects that did not currently exist on the 2021 TUMF Network.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 42 4. The proportion of the incremental growth attributable to new development was determined by dividing the result of step three with the total 2045 No-Build scenario v/c exceeding LOS E.

5. For those segments experiencing a net increase in v/c over the base year, TUMF will ‘discount’ the cost of existing need improvements by the proportion of the incremental v/c growth through 2045 No-Build compared to the 2018 Baseline v/c (up to a maximum of 100%).

The unfunded cost of existing highway improvement needs (including the related MSHCP obligation) totals $582.6 million. Appendix H includes a detailed breakdown of the existing highway improvement needs on the TUMF network, including the associated unfunded improvement cost estimate for each segment and spot improvement experiencing unacceptable LOS.

For transit service improvements, the cost to provide for existing demand was determined by multiplying the total transit component cost by the share of future transit trips representing existing demand. The cost of existing transit service improvement needs is $63.0 million representing 28.9% of the TUMF transit component. Appendix H includes tables reflecting the calculation of the existing transit need share and the existing transit need cost.

4.7 Maximum TUMF Eligible Cost

A total of $382.9 million in obligated funding was identified for improvements to the TUMF system. Since these improvements are already funded with other available revenue sources, the funded portion of these projects cannot also be funded with TUMF revenues. Furthermore, the total cost of the unfunded existing improvement need is $646.9 million. These improvements are needed to mitigate existing transportation deficiencies and therefore their costs cannot be assigned to new development through TUMF.

Based on the estimated costs described in Sections 4.3 and 4.4, the total value to complete the identified TUMF network and transit improvements, and administer the program is $5.28 billion. Having accounted for obligated funds and unfunded existing needs as described in Sections 4.5 and 4.6, respectively, the estimated maximum eligible value of the TUMF Program is $4.24 billion. The maximum eligible value of the TUMF Program includes approximately $3.87 billion in eligible arterial highway and street related improvements and $154.8 million in eligible transit related improvements. An additional $53.9 million is eligible as part of the TUMF Program to mitigate the impact of eligible TUMF related arterial highway and street projects on critical native species and wildlife habitat, while $161.2 million is provided to cover the costs incurred by WRCOG to administer the TUMF Program.

Figure 4.4 illustrates the various improvements to the RSHA included as part of the TUMF network cost calculation. Table 4.4 summarizes the TUMF network cost calculations for each of the individual segments. This table also identifies the maximum eligible TUMF share for each segment having accounted for obligated funding and unfunded 506

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TUMF Nexus Study – 2024 Program Update September 9, 2024 43 existing need. A detailed breakdown of the individual cost components and values for the various TUMF Network segments is included in Appendix H. Table 4.5 outlines the detailed transit component cost estimates. It should be noted that the detailed cost tables (and fee levels) are subject to regular review and updating by WRCOG and therefore WRCOG should be contacted directly to obtain the most recently adopted version of these tables (and to confirm the corresponding fee level).

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TUMF Nexus Study – 2024 Program Update September 9, 2024 45 Table 4.4 - TUMF Network Cost Estimates

AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Central Menifee Ethanac Goetz Murrieta $0 $0
Central Menifee Ethanac Murrieta I-215 $0 $0
Central Menifee Ethanac I-215 interchange $32,698,000 $32,698,000 Central Menifee Ethanac Sherman Matthews $2,674,000 $2,674,000 Central Menifee Ethanac BNSF San Jacinto Branch railroad crossing $105,560,000 $105,560,000 Central Menifee Menifee SR-74 (Pinacate) Simpson $1,307,000 $1,307,000 Central Menifee Menifee Salt Creek bridge $4,384,000 $4,384,000 Central Menifee Menifee Simpson Aldergate $0 $0
Central Menifee Menifee Aldergate Newport $0 $0
Central Menifee Menifee Newport Holland $0 $0
Central Menifee Menifee Holland Garbani $0 $0
Central Menifee Menifee Garbani Scott $4,353,000 $4,353,000 Central Menifee Menifee/Whitewood Scott Murrieta City Limit $0 $0 Central Menifee Newport Goetz Murrieta $0 $0
Central Menifee Newport Murrieta I-215 $1,130,000 $1,130,000 Central Menifee Newport I-215 Menifee $0 $0
Central Menifee Newport Menifee Lindenberger $0 $0
Central Menifee Newport Lindenberger SR-79 (Winchester) $0 $0 Central Menifee Scott I-215 Briggs $8,635,000 $8,635,000 Central Menifee Scott I-215 interchange $0 $0
Central Menifee Scott Sunset Murrieta $4,388,000 $4,388,000 Central Menifee Scott Murrieta I-215 $16,949,000 $12,949,000 Central Menifee SR-74 Matthews Briggs $8,254,000 $8,254,000 Central Moreno Valley Alessandro I-215 Perris $13,420,000 $13,420,000 Central Moreno Valley Alessandro Perris Nason $0 $0
Central Moreno Valley Alessandro Nason Moreno Beach $0 $0 Central Moreno Valley Alessandro Moreno Beach Gilman Springs $18,019,000 $18,019,000 Central Moreno Valley Gilman Springs SR-60 Alessandro $7,291,000 $7,291,000 Central Moreno Valley Gilman Springs SR-60 interchange $0 $0 Central Moreno Valley Perris Reche Vista Ironwood $0 $0 Central Moreno Valley Perris Ironwood Sunnymead $0 $0
Central Moreno Valley Perris SR-60 interchange $32,698,000 $11,192,000 Central Moreno Valley Perris Sunnymead Cactus $0 $0
Central Moreno Valley Perris Cactus Harley Knox $0 $0
Central Moreno Valley Reche Vista Country Heacock $7,486,000 $3,799,000 Central Perris 11th/Case Perris Goetz $4,582,000 $4,582,000 Central Perris Case Goetz I-215 $20,876,000 $20,876,000 Central Perris Case San Jacinto River bridge $1,740,000 $1,235,000 Central Perris Ethanac Keystone Goetz $6,056,000 $6,056,000 Central Perris Ethanac San Jacinto River bridge $5,568,000 $5,568,000 Central Perris Ethanac I-215 Sherman $5,316,000 $5,316,000 Central Perris Goetz Case Ethanac $1,507,000 $999,000 Central Perris Goetz San Jacinto River bridge $5,568,000 $3,398,000 Central Perris Mid-County (Placentia) I-215 Perris $15,655,000 $15,655,000 Central Perris Mid-County (Placentia) I-215 interchange $0 $0 Central Perris Mid-County (Placentia) Perris Evans $22,985,000 $22,985,000 Central Perris Mid-County (Placentia) Perris Valley Storm Channel bridge $8,352,000 $8,352,000 Central Perris Perris Harley Knox Ramona $0 $0
Central Perris Perris Ramona Citrus $7,063,000 $7,063,000 Central Perris Perris Citrus Nuevo $0 $0
Central Perris Perris Nuevo 11th $6,927,000 $6,927,000
Central Perris Perris I-215 overcrossing bridge $0 $0
Central Perris Ramona I-215 Perris $5,039,000 $5,039,000 Central Perris Ramona I-215 interchange $32,698,000 $7,725,000 Central Perris Ramona Perris Evans $0 $0
Central Perris Ramona Evans Mid-County (2,800 ft E of Rider) $0 $0 Central Perris SR-74 (4th) Ellis I-215 $0 $0
Central Unincorporated Ethanac SR-74 Keystone $4,666,000 $4,666,000 Central Unincorporated Gilman Springs Alessandro Bridge Road $30,601,000 $30,601,000 Central Unincorporated Menifee Nuevo SR-74 (Pinacate) $16,684,000 $16,684,000 Central Unincorporated Mid-County Evans Ramona (2,800 ft E of Rider) $12,156,000 $12,156,000 Central Unincorporated Mid-County (Ramona) Ramona (2,800 ft E of Rider) Pico Avenue $0 $0 Central Unincorporated Mid-County (Ramona) Pico Avenue Bridge Road $47,769,000 $47,769,000 Central Unincorporated Mid-County (Ramona) San Jacinto River bridge $36,192,000 $36,192,000 Central Unincorporated Reche Canyon San Bernardino County Reche Vista $0 $0 Central Unincorporated Reche Vista Reche Canyon Country $0 $0 Central Unincorporated Scott Briggs SR-79 (Winchester) $0 $0 Central Unincorporated SR-74 Ethanac Ellis $0 $0
Northwest Corona Cajalco I-15 Temescal Canyon $0 $0
Northwest Corona Cajalco I-15 interchange $0 $0
Northwest Corona Foothill Paseo Grande Lincoln $0 $0
Northwest Corona Foothill Wardlow Wash bridge $0 $0
Northwest Corona Foothill Lincoln California $0 $0
Northwest Corona Foothill California I-15 $0 $0
Northwest Corona Green River SR-91 Dominguez Ranch $0 $0 Northwest Corona Green River Dominguez Ranch Palisades $0 $0 Northwest Corona Green River Palisades Paseo Grande $0 $0 Northwest Eastvale Schleisman San Bernardino County 600' e/o Cucamonga Creek $648,000 $648,000 Northwest Eastvale Schleisman Cucamonga Creek bridge $0 $0 Northwest Eastvale Schleisman 600' e/o Cucamonga Creek Harrison $866,000 $866,000 Northwest Eastvale Schleisman Harrison Sumner $488,000 $488,000 Northwest Eastvale Schleisman Sumner Scholar $7,625,000 $7,625,000 Northwest Eastvale Schleisman Scholar A Street $119,000 $119,000 Northwest Eastvale Schleisman A Street Hamner $209,000 $209,000

509

WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 46 Table 4.4 - TUMF Network Cost Estimates (continued)

AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Northwest Jurupa Valley Van Buren SR-60 Bellegrave $23,928,000 $10,461,000 Northwest Jurupa Valley Van Buren Bellegrave Santa Ana River $60,900,000 $0 Northwest Riverside Alessandro Arlington Trautwein $2,410,000 $2,410,000 Northwest Riverside Arlington La Sierra Magnolia $0 $0
Northwest Riverside Arlington Magnolia Alessandro $46,465,000 $46,465,000 Northwest Riverside Van Buren Santa Ana River SR-91 $5,230,000 $4,392,000 Northwest Riverside Van Buren SR-91 Mockingbird Canyon $39,493,000 $21,292,000 Northwest Riverside Van Buren Wood Trautwein $0 $0
Northwest Riverside Van Buren Trautwein Orange Terrace $7,574,000 $7,574,000 Northwest Unincorporated Alessandro Trautwein Vista Grande $0 $0 Northwest Unincorporated Alessandro Vista Grande I-215 $0 $0 Northwest Unincorporated Cajalco El Sobrante Harley John $10,580,000 $9,817,000 Northwest Unincorporated Cajalco Harley John Harvil $166,492,000 $166,492,000 Northwest Unincorporated Cajalco Harvil I-215 $1,238,000 $1,238,000 Northwest Unincorporated Cajalco Temescal Canyon La Sierra $49,596,000 $35,953,000 Northwest Unincorporated Cajalco Temescal Wash bridge $4,872,000 $1,907,000 Northwest Unincorporated Cajalco La Sierra El Sobrante $96,453,000 $96,453,000 Northwest Unincorporated Van Buren Mockingbird Canyon Wood $67,429,000 $67,429,000 Northwest Unincorporated Van Buren Orange Terrace I-215 $0 $0 Pass Banning Highland Springs Wilson (8th) Sun Lakes $0 $0 Pass Banning Highland Springs I-10 interchange $63,061,000 $32,516,000 Pass Banning Highland Springs Oak Valley (14th) Wilson (8th) $0 $0 Pass Banning Highland Springs Cherry Valley Oak Valley (14th) $0 $0 Pass Banning I-10 Bypass South I-10 Morongo Trail (Apache Trail) $50,110,000 $50,110,000 Pass Banning I-10 Bypass South I-10 interchange $63,061,000 $63,061,000 Pass Banning I-10 Bypass South San Gorgonio bridge $4,176,000 $4,176,000 Pass Banning I-10 Bypass South UP/Hargrave railroad crossing $52,780,000 $52,780,000 Pass Beaumont Beaumont Oak Valley (14th) I-10 $0 $0
Pass Beaumont Potrero Oak Valley (San Timoteo Canyon) SR-60 $1,100,000 $1,100,000 Pass Beaumont Potrero SR-60 interchange $63,061,000 $29,561,000 Pass Beaumont Potrero UP railroad crossing $40,020,000 $40,020,000 Pass Beaumont Potrero Noble Creek bridge $0 $0
Pass Beaumont Potrero SR-60 4th $0 $0
Pass Beaumont SR-79 (Beaumont) I-10 California $0 $0
Pass Beaumont SR-79 (Beaumont) I-10 interchange $63,061,000 $7,408,000 Pass Calimesa Cherry Valley I-10 interchange $63,061,000 $59,773,000 Pass Calimesa Cherry Valley Roberts St Roberts Rd $3,053,000 $3,053,000 Pass Unincorporated Cherry Valley Bellflower Noble $6,411,000 $6,411,000 Pass Unincorporated Cherry Valley Highland Springs Bellflower $0 $0 Pass Unincorporated Cherry Valley Noble Roberts St $0 $0 Pass Unincorporated Cherry Valley San Timoteo Wash bridge $0 $0 Pass Unincorporated SR-79 (Lamb Canyon) California Gilman Springs $0 $0 San Jacinto Hemet Domenigoni Warren Sanderson $7,726,000 $7,726,000 San Jacinto Hemet Domenigoni Sanderson State $0 $0
San Jacinto Hemet SR-74 Winchester Warren $35,208,000 $35,208,000 San Jacinto San Jacinto Mid-County (Ramona) Warren Sanderson $0 $0 San Jacinto San Jacinto Mid-County (Ramona) Sanderson/SR-79 (Hemet Bypass) interchange $0 $0 San Jacinto San Jacinto Ramona Sanderson State $0 $0
San Jacinto San Jacinto Ramona State Main $0 $0
San Jacinto San Jacinto Ramona Main Cedar $31,518,000 $26,928,000 San Jacinto San Jacinto Ramona Cedar SR-74 $0 $0
San Jacinto Unincorporated Domenigoni SR-79 (Winchester) Warren $13,508,000 $13,508,000 San Jacinto Unincorporated Domenigoni San Diego Aqueduct bridge $4,176,000 $4,176,000 San Jacinto Unincorporated Gilman Springs Bridge Sanderson $0 $0 San Jacinto Unincorporated Mid-County (Ramona) Bridge Warren $9,221,000 $9,221,000 San Jacinto Unincorporated SR-74 Briggs SR-79 (Winchester) $15,417,000 $15,417,000 San Jacinto Unincorporated SR-79 (Hemet Bypass) SR-74 (Florida) Domenigoni $13,901,000 $13,901,000 San Jacinto Unincorporated SR-79 (Hemet Bypass) San Diego Aqueduct bridge $4,176,000 $4,176,000 San Jacinto Unincorporated SR-79 (Hemet Bypass) Domenigoni Winchester $6,542,000 $6,542,000 San Jacinto Unincorporated SR-79 (San Jacinto Bypass) Mid-County (Ramona) SR-74 (Florida) $56,690,000 $56,690,000 San Jacinto Unincorporated SR-79 (Sanderson) Gilman Springs Ramona $6,899,000 $2,555,000 San Jacinto Unincorporated SR-79 (Sanderson) San Jacinto River bridge $19,488,000 $7,651,000 San Jacinto Unincorporated SR-79 (Winchester) Domenigoni Keller $65,022,000 $65,022,000

510

WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 47 Table 4.4 - TUMF Network Cost Estimates (continued)

AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Southwest Canyon Lake Goetz Railroad Canyon Newport $0 $0 Southwest Canyon Lake Railroad Canyon Canyon Hills Goetz $0 $0 Southwest Lake Elsinore Railroad Canyon I-15 Canyon Hills $0 $0 Southwest Lake Elsinore Railroad Canyon I-15 interchange $0 $0 Southwest Lake Elsinore SR-74 I-15 interchange $63,061,000 $24,162,000 Southwest Murrieta Clinton Keith Copper Craft Toulon $0 $0 Southwest Murrieta Clinton Keith Toulon I-215 $2,076,000 $2,076,000 Southwest Murrieta Clinton Keith I-215 Whitewood $0 $0
Southwest Murrieta French Valley (Date) Murrieta Hot Springs Winchester Creek $7,321,000 $7,321,000 Southwest Murrieta French Valley (Date) Winchester Creek Margarita $0 $0 Southwest Murrieta Whitewood Menifee City Limit Keller $0 $0 Southwest Murrieta Whitewood Keller Clinton Keith $0 $0 Southwest Temecula French Valley (Cherry) Jefferson Diaz $3,929,000 $3,929,000 Southwest Temecula French Valley (Cherry) Murrieta Creek bridge $5,846,000 $5,846,000 Southwest Temecula French Valley (Date) Margarita Ynez $0 $0 Southwest Temecula French Valley (Date) Ynez Jefferson $5,010,000 $5,010,000 Southwest Temecula French Valley (Date) I-15 interchange $122,076,000 $122,076,000 Southwest Temecula SR-79 (Winchester) Murrieta Hot Springs Jefferson $2,697,000 $2,697,000 Southwest Temecula SR-79 (Winchester) I-15 interchange $0 $0 Southwest Temecula Western Bypass (Diaz) Cherry Rancho California $2,285,000 $2,285,000 Southwest Temecula Western Bypass (Vincent Moroga) Rancho California SR-79 (Front) $23,629,000 $23,629,000 Southwest Temecula Western Bypass (Vincent Moroga) I-15 interchange $0 $0 Southwest Temecula Western Bypass (Vincent Moroga) Murrieta Creek bridge $4,176,000 $4,176,000 Southwest Unincorporated Benton SR-79 Eastern Bypass $0 $0 Southwest Unincorporated Clinton Keith Whitewood SR-79 $5,539,000 $5,539,000 Southwest Unincorporated Clinton Keith Warm Springs Creek bridge $0 $0 Southwest Unincorporated SR-74 I-15 Ethanac $27,699,000 $26,347,000 Southwest Unincorporated SR-79 (Winchester) Keller Thompson $34,213,000 $34,213,000 Southwest Unincorporated SR-79 (Winchester) Thompson La Alba $27,699,000 $27,699,000 Southwest Unincorporated SR-79 (Winchester) La Alba Hunter $7,854,000 $3,042,000 Southwest Unincorporated SR-79 (Winchester) Hunter Murrieta Hot Springs $595,000 $442,000 Southwest Wildomar Bundy Canyon I-15 Monte Vista $1,362,000 $1,362,000 Southwest Wildomar Bundy Canyon Monte Vista Sunset $24,818,000 $24,818,000 Southwest Wildomar Bundy Canyon I-15 interchange $32,698,000 $24,613,000 Southwest Wildomar Clinton Keith Palomar I-15 $0 $0
Southwest Wildomar Clinton Keith I-15 Copper Craft $5,030,000 $0 Subtotal $2,331,921,000 $1,961,707,000

511

WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 48 Table 4.4 - TUMF Network Cost Estimates (continued)

AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Central Menifee Briggs Newport Scott $0 $0
Central Menifee Briggs SR-74 (Pinacate) Simpson $2,991,000 $2,991,000 Central Menifee Briggs Simpson Old Newport $5,430,000 $5,430,000 Central Menifee Briggs Salt Creek bridge $8,352,000 $8,352,000 Central Menifee Garbani I-215 interchange $63,061,000 $42,483,000 Central Menifee Goetz Juanita Lesser Lane $11,378,000 $11,378,000 Central Menifee Goetz Newport Juanita $0 $0
Central Menifee Holland Murrieta Bradley $15,708,000 $15,708,000 Central Menifee Holland Bradley Haun $11,439,000 $11,439,000 Central Menifee Holland Haun Antelope $9,456,000 $9,456,000 Central Menifee Holland I-215 overcrossing bridge $9,744,000 $9,744,000 Central Menifee Holland Antelope Menifee $3,844,000 $3,844,000 Central Menifee McCall I-215 Aspel $5,354,000 $5,354,000 Central Menifee McCall I-215 interchange $0 $0
Central Menifee McCall Aspel Menifee $2,288,000 $2,288,000 Central Menifee Murrieta Ethanac McCall $0 $0
Central Menifee Murrieta McCall Newport $7,967,000 $7,967,000 Central Menifee Murrieta Newport Bundy Canyon $0 $0
Central Moreno Valley Cactus I-215 Heacock $5,617,000 $5,617,000 Central Moreno Valley Cactus I-215 interchange $0 $0
Central Moreno Valley Day Ironwood SR-60 $0 $0
Central Moreno Valley Day SR-60 interchange $0 $0
Central Moreno Valley Day SR-60 Eucalyptus $0 $0
Central Moreno Valley Eucalyptus I-215 Towngate $8,843,000 $8,843,000 Central Moreno Valley Eucalyptus Towngate Frederick $0 $0 Central Moreno Valley Eucalyptus Frederick Heacock $0 $0 Central Moreno Valley Eucalyptus Heacock Kitching $0 $0 Central Moreno Valley Eucalyptus Kitching Moreno Beach $0 $0 Central Moreno Valley Eucalyptus Moreno Beach Theodore $0 $0 Central Moreno Valley Frederick SR-60 Alessandro $0 $0
Central Moreno Valley Heacock Cactus San Michele $0 $0
Central Moreno Valley Heacock Reche Vista Cactus $0 $0
Central Moreno Valley Heacock San Michele Harley Knox $0 $0 Central Moreno Valley Ironwood SR-60 Day $0 $0
Central Moreno Valley Ironwood Day Heacock $0 $0
Central Moreno Valley Lasselle Alessandro John F Kennedy $0 $0 Central Moreno Valley Lasselle John F Kennedy Oleander $0 $0 Central Moreno Valley Moreno Beach Reche Canyon SR-60 $18,797,000 $18,797,000 Central Moreno Valley Moreno Beach SR-60 overcrossing bridge $0 $0 Central Moreno Valley Nason SR-60 Alessandro $0 $0
Central Moreno Valley Pigeon Pass Ironwood SR-60 $0 $0
Central Moreno Valley Pigeon Pass/CETAP Corridor Hidden Springs Ironwood $0 $0 Central Moreno Valley Reche Canyon Moreno Valley City Limit Locust $0 $0 Central Moreno Valley Redlands Locust Alessandro $39,789,000 $39,789,000 Central Moreno Valley Redlands SR-60 interchange $32,698,000 $32,698,000 Central Moreno Valley Theodore SR-60 Eucalyptus $3,966,000 $3,966,000 Central Moreno Valley Theodore SR-60 interchange $32,698,000 $32,698,000 Central Perris Ellis Goetz Evans $9,526,000 $9,526,000
Central Perris Evans Oleander Ramona $0 $0
Central Perris Evans Ramona Morgan $0 $0
Central Perris Evans Morgan Rider $0 $0
Central Perris Evans Rider Placentia $0 $0
Central Perris Evans Placentia Nuevo $6,492,000 $6,492,000 Central Perris Evans Nuevo Ellis $17,705,000 $17,705,000 Central Perris Evans San Jacinto River bridge $11,136,000 $11,136,000 Central Perris Evans I-215 bridge $8,352,000 $8,352,000 Central Perris Goetz Lesser Ethanac $7,845,000 $7,845,000 Central Perris Harley Knox I-215 Indian $0 $0
Central Perris Harley Knox I-215 interchange $0 $0 Central Perris Harley Knox Indian Perris $0 $0
Central Perris Harley Knox Perris Redlands $0 $0
Central Perris Nuevo I-215 Murrieta $16,971,000 $16,971,000 Central Perris Nuevo I-215 interchange $32,698,000 $19,736,000 Central Perris Nuevo Murrieta Dunlap $4,367,000 $4,367,000 Central Perris Nuevo Perris Valley Storm Channel bridge $0 $0 Central Perris SR-74 (Matthews) I-215 Ethanac $0 $0
Central Perris SR-74 (Matthews) I-215 interchange $32,698,000 $21,835,000 Central Unincorporated Center (Main) I-215 Mt Vernon $0 $0 Central Unincorporated Center (Main) I-215 interchange $32,698,000 $11,912,000 Central Unincorporated Center (Main) BNSF railroad crossing $20,010,000 $20,010,000 Central Unincorporated Ellis Post SR-74 $11,550,000 $11,550,000 Central Unincorporated Mount Vernon/CETAP Corridor Center Pigeon Pass $2,582,000 $2,582,000 Central Unincorporated Nuevo Dunlap Menifee $8,737,000 $2,505,000 Central Unincorporated Nuevo San Jacinto River bridge $5,568,000 $5,568,000 Central Unincorporated Pigeon Pass/CETAP Corridor Hidden Springs Mount Vernon $8,106,000 $8,106,000 Central Unincorporated Post Santa Rosa Mine Ellis $0 $0 Central Unincorporated Reche Canyon Reche Vista Moreno Valley City Limit $0 $0 Central Unincorporated Redlands San Timoteo Canyon Locust $0 $0

512

WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 49 Table 4.4 - TUMF Network Cost Estimates (continued)

AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Northwest Corona 6th SR-91 Magnolia $0 $0
Northwest Corona Auto Center Railroad SR-91 $0 $0
Northwest Corona Cajalco Bedford Canyon I-15 $0 $0
Northwest Corona Hidden Valley Norco Hills McKinley $0 $0 Northwest Corona Lincoln Parkridge Ontario $0 $0
Northwest Corona Magnolia 6th Sherborn $7,054,000 $6,419,000 Northwest Corona Magnolia Temescal Creek bridge $4,176,000 $3,580,000 Northwest Corona Magnolia Sherborn Rimpau $0 $0
Northwest Corona Magnolia Rimpau Ontario $0 $0
Northwest Corona Main Grand Ontario $0 $0
Northwest Corona Main Ontario Foothill $0 $0
Northwest Corona Main Hidden Valley Parkridge $5,314,000 $4,389,000 Northwest Corona Main Parkridge SR-91 $0 $0
Northwest Corona Main SR-91 S. Grand $0 $0
Northwest Corona McKinley Hidden Valley Promenade $0 $0 Northwest Corona McKinley Promenade SR-91 $0 $0
Northwest Corona McKinley SR-91 Magnolia $0 $0
Northwest Corona McKinley Arlington Channel bridge $0 $0 Northwest Corona McKinley BNSF railroad crossing $105,560,000 $0 Northwest Corona Ontario I-15 El Cerrito $13,451,000 $13,451,000 Northwest Corona Ontario Lincoln Buena Vista $0 $0
Northwest Corona Ontario Buena Vista Main $0 $0
Northwest Corona Ontario Main Kellogg $0 $0
Northwest Corona Ontario Kellogg Fullerton $0 $0
Northwest Corona Ontario Fullerton Rimpau $0 $0
Northwest Corona Ontario Rimpau I-15 $0 $0
Northwest Corona Railroad Auto Club Buena Vista $0 $0
Northwest Corona Railroad BNSF railroad crossing $40,020,000 $40,020,000 Northwest Corona Railroad Buena Vista Main (at Grand) $0 $0 Northwest Corona River Corydon Main $0 $0
Northwest Corona Serfas Club SR-91 Green River $0 $0
Northwest Eastvale Archibald Remington River $3,382,000 $3,382,000 Northwest Eastvale Hamner Mission Bellegrave $0 $0 Northwest Eastvale Hamner Bellegrave Amberhill $199,000 $199,000 Northwest Eastvale Hamner Amberhill Limonite $2,787,000 $2,787,000 Northwest Eastvale Hamner Limonite Schleisman $991,000 $991,000 Northwest Eastvale Hamner Schleisman Santa Ana River $5,533,000 $3,675,000 Northwest Eastvale Hellman Schleisman Walters $419,000 $419,000 Northwest Eastvale Hellman Walters River $21,503,000 $21,503,000 Northwest Eastvale Hellman Cucamonga Creek bridge $3,828,000 $3,828,000 Northwest Eastvale Limonite I-15 Eastvale Gateway $289,000 $289,000 Northwest Eastvale Limonite I-15 interchange $0 $0
Northwest Eastvale Limonite Eastvale Gateway Hamner $255,000 $255,000 Northwest Eastvale Limonite Hamner Sumner $1,094,000 $1,094,000 Northwest Eastvale Limonite Sumner Harrison $497,000 $497,000 Northwest Eastvale Limonite Harrison Archibald $0 $0
Northwest Eastvale Limonite Archibald Hellman (Keller SBD Co.) $2,208,000 $2,208,000 Northwest Eastvale Limonite Cucamonga Creek bridge $13,920,000 $0 Northwest Eastvale River Hellman Archibald $5,948,000 $5,948,000 Northwest Jurupa Valley Armstrong San Bernardino County Valley $6,192,000 $6,192,000 Northwest Jurupa Valley Bellegrave Cantu-Galleano Ranch Van Buren $464,000 $464,000 Northwest Jurupa Valley Cantu-Galleano Ranch Wineville Bellegrave $793,000 $793,000 Northwest Jurupa Valley Etiwanda Philadelphia SR-60 $1,515,000 $989,000 Northwest Jurupa Valley Etiwanda SR-60 Limonite $0 $0
Northwest Jurupa Valley Limonite I-15 Wineville $0 $0
Northwest Jurupa Valley Limonite Wineville Etiwanda $0 $0 Northwest Jurupa Valley Limonite Etiwanda Van Buren $2,981,000 $2,981,000 Northwest Jurupa Valley Limonite Van Buren Clay $0 $0
Northwest Jurupa Valley Limonite Clay Riverview $0 $0
Northwest Jurupa Valley Market Rubidoux Santa Ana River $5,181,000 $0 Northwest Jurupa Valley Market Santa Ana River bridge $13,920,000 $6,204,000 Northwest Jurupa Valley Mission Milliken SR-60 $0 $0
Northwest Jurupa Valley Mission SR-60 Santa Ana River $0 $0 Northwest Jurupa Valley Riverview Limonite Mission $0 $0 Northwest Jurupa Valley Rubidoux Pine Mission $0 $0
Northwest Jurupa Valley Rubidoux SR-60 interchange $32,698,000 $9,051,000 Northwest Jurupa Valley Valley Armstrong Mission $0 $0
Northwest Norco 1st Parkridge Mountain $0 $0
Northwest Norco 1st Mountain Hamner $0 $0
Northwest Norco 2nd River I-15 $0 $0
Northwest Norco 6th Hamner California $0 $0
Northwest Norco 6th I-15 interchange $32,698,000 $3,489,000 Northwest Norco Arlington Crestview Fairhaven $4,342,000 $4,342,000 Northwest Norco California Arlington 6th $15,237,000 $12,525,000 Northwest Norco Corydon River 5th $0 $0
Northwest Norco Hamner Santa Ana River bridge $33,408,000 $11,455,000 Northwest Norco Hamner Santa Ana River Hidden Valley $49,591,000 $49,591,000 Northwest Norco Hidden Valley I-15 Norco Hills $0 $0
Northwest Norco Hidden Valley Hamner I-15 $0 $0
Northwest Norco Norco Corydon Hamner $0 $0
Northwest Norco North California Crestview $0 $0
Northwest Norco River Archibald Corydon $1,743,000 $1,109,000

513

WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 50 Table 4.4 - TUMF Network Cost Estimates (continued)

AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Northwest Riverside 14th Market Martin Luther King $0 $0 Northwest Riverside 1st Market Main $0 $0
Northwest Riverside 3rd SR-91 I-215 $1,941,000 $1,941,000 Northwest Riverside 3rd BNSF railroad crossing $105,560,000 $30,560,000 Northwest Riverside Adams Arlington SR-91 $0 $0
Northwest Riverside Adams SR-91 Lincoln $0 $0
Northwest Riverside Adams SR-91 interchange $32,698,000 $3,262,000 Northwest Riverside Arlington Fairhaven La Sierra $0 $0 Northwest Riverside Buena Vista Santa Ana River Redwood $0 $0 Northwest Riverside Canyon Crest Martin Luther King Central $0 $0 Northwest Riverside Canyon Crest Central Country Club $0 $0 Northwest Riverside Canyon Crest Country Club Via Vista $4,996,000 $1,593,000 Northwest Riverside Canyon Crest Via Vista Alessandro $0 $0 Northwest Riverside Central Chicago I-215/SR-60 $0 $0
Northwest Riverside Central SR-91 Magnolia $0 $0
Northwest Riverside Central Alessandro SR-91 $0 $0
Northwest Riverside Central Van Buren Magnolia $0 $0
Northwest Riverside Chicago Alessandro Spruce $0 $0
Northwest Riverside Chicago Spruce Columbia $0 $0
Northwest Riverside Columbia Main Iowa $0 $0
Northwest Riverside Columbia I-215 interchange $32,698,000 $9,050,000 Northwest Riverside Iowa Center 3rd $30,272,000 $30,272,000 Northwest Riverside Iowa 3rd University $0 $0
Northwest Riverside Iowa University Martin Luther King $0 $0 Northwest Riverside JFK Trautwein Wood $1,880,000 $1,880,000 Northwest Riverside La Sierra Arlington SR-91 $0 $0
Northwest Riverside La Sierra SR-91 Indiana $192,000 $192,000 Northwest Riverside La Sierra Indiana Victoria $778,000 $778,000 Northwest Riverside Lemon (NB One way) Mission Inn University $0 $0 Northwest Riverside Lincoln Van Buren Jefferson $0 $0
Northwest Riverside Lincoln Jefferson Washington $0 $0
Northwest Riverside Lincoln Washington Victoria $0 $0
Northwest Riverside Madison SR-91 Victoria $853,000 $853,000 Northwest Riverside Madison BNSF railroad crossing $20,010,000 $20,010,000 Northwest Riverside Magnolia BNSF Railroad Tyler $0 $0
Northwest Riverside Magnolia BNSF railroad crossing $0 $0 Northwest Riverside Magnolia Tyler Harrison $0 $0
Northwest Riverside Magnolia Harrison 14th $0 $0
Northwest Riverside Main 1st San Bernardino County $0 $0 Northwest Riverside Market 14th Santa Ana River $9,491,000 $9,491,000 Northwest Riverside Martin Luther King 14th I-215/SR-60 $24,031,000 $24,031,000 Northwest Riverside Mission Inn Redwood Lemon $0 $0
Northwest Riverside Redwood (SB One way) Mission Inn University $0 $0 Northwest Riverside Trautwein Alessandro Van Buren $0 $0 Northwest Riverside Tyler SR-91 Magnolia $0 $0
Northwest Riverside Tyler SR-91 interchange $63,061,000 $21,814,000 Northwest Riverside Tyler Magnolia Hole $0 $0
Northwest Riverside Tyler Hole Wells $0 $0
Northwest Riverside Tyler Wells Arlington $0 $0
Northwest Riverside University Redwood SR-91 $859,000 $859,000 Northwest Riverside University SR-91 I-215/SR-60 $2,067,000 $2,067,000 Northwest Riverside Victoria Lincoln Arlington $0 $0
Northwest Riverside Victoria Madison Washington $0 $0
Northwest Riverside Washington Victoria Hermosa $27,018,000 $27,018,000 Northwest Riverside Wood JFK Van Buren $3,053,000 $3,053,000 Northwest Riverside Wood Van Buren Bergamont $0 $0
Northwest Riverside Wood Bergamont Krameria $0 $0
Northwest Unincorporated Cantu-Galleano Ranch Hamner Wineville $0 $0 Northwest Unincorporated Dos Lagos (Weirick) Temescal Canyon I-15 $0 $0 Northwest Unincorporated El Cerrito I-15 Ontario $0 $0
Northwest Unincorporated El Sobrante Mockingbird Canyon Cajalco $0 $0 Northwest Unincorporated Harley John Washington Scottsdale $0 $0 Northwest Unincorporated Harley John Scottsdale Cajalco $0 $0 Northwest Unincorporated La Sierra Victoria El Sobrante $0 $0 Northwest Unincorporated La Sierra El Sobrante Cajalco $0 $0 Northwest Unincorporated Mockingbird Canyon Van Buren El Sobrante $20,871,000 $20,871,000 Northwest Unincorporated Temescal Canyon El Cerrito Tuscany $3,168,000 $0 Northwest Unincorporated Temescal Canyon Tuscany Dos Lagos $0 $0 Northwest Unincorporated Temescal Canyon Dos Lagos Leroy $0 $0 Northwest Unincorporated Temescal Canyon Leroy Dawson Canyon $0 $0 Northwest Unincorporated Temescal Canyon Dawson Canyon I-15 $0 $0 Northwest Unincorporated Temescal Canyon I-15 interchange $32,698,000 $32,698,000 Northwest Unincorporated Temescal Canyon I-15 Park Canyon $14,329,000 $14,329,000 Northwest Unincorporated Temescal Canyon Park Canyon Indian Truck Trail $0 $0 Northwest Unincorporated Washington Hermosa Harley John $12,787,000 $12,787,000 Northwest Unincorporated Wood Krameria Cajalco $12,537,000 $12,537,000

514

WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 51 Table 4.4 - TUMF Network Cost Estimates (continued)

AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Pass Banning 8th Wilson I-10 $0 $0
Pass Banning Lincoln Sunset SR-243 $0 $0
Pass Banning Ramsey I-10 8th $0 $0
Pass Banning Ramsey 8th Highland Springs $0 $0
Pass Banning SR-243 I-10 Wesley $0 $0
Pass Banning Sun Lakes Highland Home Sunset $30,502,000 $30,502,000 Pass Banning Sun Lakes Smith Creek bridge $8,352,000 $8,352,000 Pass Banning Sun Lakes Montgomery Creek bridge $5,568,000 $5,568,000 Pass Banning Sun Lakes Highland Springs Highland Home $0 $0 Pass Banning Sunset Ramsey Lincoln $0 $0
Pass Banning Sunset I-10 interchange $32,698,000 $32,698,000 Pass Banning Wilson Highland Home 8th $0 $0
Pass Banning Wilson Highland Springs Highland Home $0 $0 Pass Beaumont 1st Viele Pennsylvania $0 $0
Pass Beaumont 1st Pennsylvania Highland Springs $0 $0
Pass Beaumont 6th I-10 Highland Springs $0 $0
Pass Beaumont Desert Lawn Champions Oak Valley (STC) $0 $0 Pass Beaumont Oak Valley (14th) Highland Springs Pennsylvania $0 $0 Pass Beaumont Oak Valley (14th) Pennsylvania Oak View $0 $0 Pass Beaumont Oak Valley (14th) Oak View I-10 $0 $0
Pass Beaumont Oak Valley (14th) I-10 interchange $63,061,000 $62,401,000 Pass Beaumont Oak Valley (STC) UP Railroad Tukwet Canyon $0 $0 Pass Beaumont Oak Valley (STC) Tukwet Canyon I-10 $0 $0 Pass Beaumont Pennsylvania 6th 1st $6,588,000 $6,588,000 Pass Beaumont Pennsylvania I-10 interchange $0 $0
Pass Calimesa Bryant County Line Avenue L $0 $0
Pass Calimesa Calimesa County Line I-10 $0 $0
Pass Calimesa Calimesa I-10 interchange $63,061,000 $63,061,000 Pass Calimesa County Line 7th Bryant $0 $0
Pass Calimesa County Line I-10 interchange $32,698,000 $32,698,000 Pass Calimesa Desert Lawn Palmer Champions $0 $0
Pass Calimesa Singleton Avenue L Condit $0 $0
Pass Calimesa Singleton Condit Roberts $12,972,000 $12,972,000 Pass Calimesa Singleton I-10 interchange $63,061,000 $0 Pass Calimesa Tukwet Canyon Roberts Rd Palmer $0 $0
Pass Unincorporated Live Oak Canyon Oak Valley (STC) San Bernardino County $0 $0 Pass Unincorporated San Timoteo Canyon San Bernardino County UP Railroad $0 $0 Pass Unincorporated San Timoteo Canyon UP Railroad railroad crossing $52,780,000 $52,780,000 San Jacinto Hemet Sanderson Acacia Menlo $0 $0
San Jacinto Hemet Sanderson Domenigoni Stetson $0 $0
San Jacinto Hemet Sanderson RR Crossing Acacia $0 $0
San Jacinto Hemet Sanderson Stetson RR Crossing $0 $0
San Jacinto Hemet Sanderson Menlo Esplanade $0 $0
San Jacinto Hemet SR-74 (Florida) Warren Cawston $0 $0
San Jacinto Hemet SR-74 (Florida) Columbia Ramona $0 $0 San Jacinto Hemet SR-74/SR-79 (Florida) Cawston Columbia $0 $0 San Jacinto Hemet State Domenigoni Chambers $0 $0
San Jacinto Hemet State Chambers Stetson $0 $0
San Jacinto Hemet State Florida Esplanade $0 $0
San Jacinto Hemet State Stetson Florida $0 $0
San Jacinto Hemet Stetson Cawston State $0 $0
San Jacinto Hemet Stetson Warren Cawston $4,357,000 $4,357,000 San Jacinto Hemet Warren Esplanade Domenigoni $19,926,000 $19,926,000 San Jacinto Hemet Warren Salt Creek bridge $4,176,000 $4,176,000 San Jacinto San Jacinto Esplanade Mountain State $0 $0
San Jacinto San Jacinto Esplanade State Warren $0 $0
San Jacinto San Jacinto Sanderson Ramona Esplanade $0 $0 San Jacinto San Jacinto SR-79 (North Ramona) State San Jacinto $0 $0 San Jacinto San Jacinto SR-79 (San Jacinto) North Ramona Blvd 7th $0 $0 San Jacinto San Jacinto SR-79 (San Jacinto) 7th SR-74 $0 $0 San Jacinto San Jacinto State Ramona Esplanade $0 $0
San Jacinto San Jacinto State Gilman Springs Quandt Ranch $3,317,000 $3,317,000 San Jacinto San Jacinto State San Jacinto River bridge $0 $0 San Jacinto San Jacinto State Quandt Ranch Ramona $0 $0 San Jacinto San Jacinto Warren Ramona Esplanade $13,469,000 $13,469,000 San Jacinto Unincorporated Gilman Springs Sanderson State $11,097,000 $11,097,000 San Jacinto Unincorporated Gilman Springs Massacre Canyon Wash bridge $1,392,000 $1,392,000 San Jacinto Unincorporated SR-79 (Winchester) SR-74 (Florida) Domenigoni $0 $0

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TUMF Nexus Study – 2024 Program Update September 9, 2024 52 Table 4.4 - TUMF Network Cost Estimates (continued)

AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Southwest Lake Elsinore Corydon Mission Grand $3,336,000 $3,336,000 Southwest Lake Elsinore Diamond Mission I-15 $0 $0
Southwest Lake Elsinore Franklin (integral to Railroad
Canyon Interchange)
I-15 interchange $32,698,000 $32,698,000
Southwest Lake Elsinore Grand Lincoln Toft $0 $0
Southwest Lake Elsinore Grand Toft SR-74 (Riverside) $3,512,000 $3,512,000 Southwest Lake Elsinore Lake I-15 Lincoln $39,817,000 $32,726,000 Southwest Lake Elsinore Lake I-15 interchange $32,698,000 $15,771,000 Southwest Lake Elsinore Lake Temescal Wash bridge $2,506,000 $1,150,000 Southwest Lake Elsinore Mission Railroad Canyon Bundy Canyon $0 $0 Southwest Lake Elsinore Nichols I-15 Lake $7,850,000 $7,850,000 Southwest Lake Elsinore Nichols Temescal Wash bridge $4,176,000 $4,176,000 Southwest Lake Elsinore Nichols I-15 interchange $63,061,000 $63,061,000 Southwest Lake Elsinore SR-74 (Collier/Riverside) I-15 Lakeshore $24,303,000 $24,303,000 Southwest Lake Elsinore SR-74 (Grand) Riverside SR-74 (Ortega) $9,733,000 $3,691,000 Southwest Lake Elsinore SR-74 (Riverside) Lakeshore Grand $20,175,000 $20,175,000 Southwest Lake Elsinore Temescal Canyon I-15 Lake $7,411,000 $7,411,000 Southwest Lake Elsinore Temescal Canyon Temescal Wash bridge $3,480,000 $3,480,000 Southwest Murrieta California Oaks Jefferson I-15 $0 $0 Southwest Murrieta California Oaks I-15 Jackson $0 $0
Southwest Murrieta California Oaks Jackson Clinton Keith $0 $0 Southwest Murrieta Jackson Whitewood Ynez $0 $0
Southwest Murrieta Jefferson Palomar Nutmeg $1,562,000 $1,562,000 Southwest Murrieta Jefferson Nutmeg Murrieta Hot Springs $0 $0 Southwest Murrieta Jefferson Murrieta Hot Springs Cherry $30,634,000 $30,634,000 Southwest Murrieta Keller I-215 Whitewood $0 $0
Southwest Murrieta Keller I-215 interchange $0 $0
Southwest Murrieta Los Alamos Jefferson I-215 $0 $0
Southwest Murrieta Murrieta Hot Springs Jefferson I-215 $0 $0 Southwest Murrieta Murrieta Hot Springs I-215 Margarita $0 $0 Southwest Murrieta Murrieta Hot Springs Margarita SR-79 (Winchester) $4,057,000 $3,899,000 Southwest Murrieta Nutmeg Jefferson Clinton Keith $0 $0 Southwest Murrieta Whitewood Clinton Keith Los Alamos $2,708,000 $2,708,000 Southwest Murrieta Whitewood Los Alamos Murrieta Hot Springs $0 $0 Southwest Murrieta Whitewood Murrieta Hot Springs Jackson $4,629,000 $4,629,000 Southwest Murrieta Ynez Jackson SR-79 (Winchester) $0 $0 Southwest Temecula Butterfield Stage Murrieta Hot Springs Calle Chapos $816,000 $816,000 Southwest Temecula Butterfield Stage Calle Chapos La Serena $696,000 $696,000 Southwest Temecula Butterfield Stage La Serena Rancho California $904,000 $904,000 Southwest Temecula Butterfield Stage Rancho California Pauba $846,000 $846,000 Southwest Temecula Butterfield Stage Pauba SR-79 (Temecula Pkwy) $725,000 $725,000 Southwest Temecula Jefferson Cherry Rancho California $2,285,000 $2,285,000 Southwest Temecula Margarita Murrieta Hot Springs SR-79 (Temecula Pkwy) $7,644,000 $7,644,000 Southwest Temecula Old Town Front Rancho California I-15/SR-79 (Temecula Pkwy) $0 $0 Southwest Temecula Pechanga Pkwy SR-79 (Temecula Pkwy) Via Gilberto $0 $0 Southwest Temecula Pechanga Pkwy Via Gilberto Pechanga Pkwy $0 $0 Southwest Temecula Rancho California Jefferson Margarita $18,254,000 $18,181,000 Southwest Temecula Rancho California I-15 interchange $32,698,000 $0 Southwest Temecula Rancho California Margarita Butterfield Stage $0 $0 Southwest Temecula SR-79 (Temecula Pkwy) I-15 Pechanga Pkwy $0 $0 Southwest Temecula SR-79 (Temecula Pkwy) Pechanga Pkwy Butterfield Stage $3,065,000 $3,065,000 Southwest Unincorporated Briggs Scott SR-79 (Winchester) $6,509,000 $6,509,000 Southwest Unincorporated Butterfield Stage Tucalota Creek bridge $0 $0 Southwest Unincorporated Butterfield Stage (Pourroy) Auld Murrieta Hot Springs $23,076,000 $23,076,000 Southwest Unincorporated Grand Ortega Corydon $68,025,000 $68,025,000 Southwest Unincorporated Horsethief Canyon Temescal Canyon I-15 $0 $0 Southwest Unincorporated Indian Truck Trail Temescal Canyon I-15 $0 $0 Southwest Unincorporated Murrieta Hot Springs SR-79 (Winchester) Pourroy $0 $0 Southwest Unincorporated Pala Pechanga San Diego County $0 $0 Southwest Unincorporated Pourroy SR-79 (Winchester) Auld $2,236,000 $2,236,000 Southwest Unincorporated Rancho California Butterfield Stage Glen Oaks $87,369,000 $87,369,000 Southwest Unincorporated Temescal Canyon Horsethief Canyon Wash bridge $3,340,000 $3,340,000 Southwest Unincorporated Temescal Canyon Indian Truck Trail I-15 $15,739,000 $15,739,000 Southwest Unincorporated Temescal Canyon Indian Wash bridge $1,462,000 $1,462,000 Southwest Wildomar Bundy Canyon Mission I-15 $9,704,000 $9,704,000 Southwest Wildomar Grand Corydon Wildomar Trail $0 $0
Southwest Wildomar Mission Bundy Canyon Palomar $0 $0
Southwest Wildomar Palomar Clinton Keith Washington $3,227,000 $3,227,000 Southwest Wildomar Palomar Mission Clinton Keith $13,493,000 $13,493,000 Southwest Wildomar Wildomar Trail I-15 Baxter $1,281,000 $1,281,000 Southwest Wildomar Wildomar Trail I-15 interchange $32,698,000 $27,858,000 Southwest Wildomar Wildomar Trail Baxter Palomar $11,316,000 $11,316,000 Southwest Wildomar Wildomar Trail Palomar Grand $0 $0
Subtotal $2,508,329,000 $1,913,028,000

Totals Network $4,840,250,000 $3,874,735,000
Transit $217,870,000 $154,831,000
Administration $161,183,000 $161,183,000
MSHCP $64,606,000 $53,859,000
TOTAL $5,283,909,000 $4,244,608,000

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TUMF Nexus Study – 2024 Program Update September 9, 2024 53 Table 4.5 – TUMF Transit Cost Estimates

AREA PLAN
DIST
LEAD
AGENCY PROJECT NAME LOCATION UNITS (number/
length in miles) UNIT COST TOTAL MAXIMUM

TUMF SHARE
Central RTA Menifee Mobility Hub Menifee 1 $7,465,000 $7,465,000 $5,305,000 Northwest RTA Riverside Mobility Hub at Vine Street Riverside 1 $11,195,000 $11,195,000 $7,956,000 Central RTA Moreno Valley Mobility Hub(s) Moreno Valley 1 $11,195,000 $11,195,000 $7,956,000 Northwest RTA Jurupa Valley Mobility Hub(s) Jurupa Valley 1 $11,195,000 $11,195,000 $7,956,000 Pass RTA Pass Area Mobility Hub(s) Banning 1 $11,195,000 $11,195,000 $7,956,000 Southwest RTA Lake Elsinore / Canyon Lake Mobility
Hub(s) Lake Elsinore 1 $11,195,000 $11,195,000 $7,956,000 San Jacinto RTA Hemet Mobility Hub Hemet 1 $11,195,000 $11,195,000 $7,956,000 San Jacinto RTA San Jacinto Mobility Hub San Jacinto 1 $11,195,000 $11,195,000 $7,956,000 San Jacinto RTA MSJC Mobility Hub San Jacinto 1 $1,245,000 $1,245,000 $885,000 Regional RTA ZEB Technology Enhancements Various locations region wide 10 $100,000 $1,000,000 $711,000 Northwest RTA Regional Operations and Maintenance
Facility Riverside 1 $62,186,000 $62,186,000 $44,192,000 Regional RTA Annual Transit Enhancements Program Various locations region wide 290 $50,000 $14,500,000 $10,304,000 Northwest RTA HQTC Improvements UCR, Riverside to Perris 42 $75,000 $3,150,000 $2,239,000 Regional RTA Vehicle Fleet Small Buses/Vans Various locations region wide 30 $160,000 $4,800,000 $3,411,000 Regional RTA Vehicle Fleet Medium Buses Various locations region wide 20 $300,000 $6,000,000 $4,264,000 Regional RTA Vehicle Fleet Large Buses Various locations region wide 29 $1,271,000 $36,859,000 $26,194,000 Regional RTA COA Study Various locations region wide 2 $1,150,000 $2,300,000 $1,634,000 TOTAL $217,870,000 $154,831,000

4.8 TUMF Network Evaluation

To assess the effectiveness of the proposed TUMF Network improvements to mitigate the cumulative regional impact of new development in Western Riverside County, the proposed network improvements were added to the 2021 existing network in RivCoM and the model was run with 2045 socioeconomic data to determine the relative impacts on horizon year traffic conditions. To quantify the impacts of the TUMF Network improvements, the various traffic measures of effectiveness described in Section 3.1 for the 2018 Existing and 2045 No-Build scenarios were again calculated for the 2045 TUMF Build scenario. The results for VMT, VHT, VHD, and total VMT experiencing unacceptable level of service (LOS E) were then compared to the results presented in Table 3.1 for the no-build conditions. The 2045 TUMF Build comparison results are provided in Table 4.6. Plots of the Network Extents are attached in Appendix H.

As shown in Table 4.6, the 2045 peak period VMT on all arterial facilities experiencing LOS of E or worse will decrease with the addition of the TUMF Network improvements while the share of VMT on the TUMF arterial network experiencing LOS E or worse during the peak periods will be reduced to 32% (which is still above the level experienced in 2018). It should be noted that the total VMT on the arterial system increases because of freeway trips being diverted to the arterial system to benefit from the proposed TUMF improvements.

Despite a greater share of the total peak period VMT in 2045, the arterial system can more efficiently accommodate the increased demand with the proposed TUMF improvements. Although peak period VMT on the TUMF improved arterial system increases by approximately 6% in 2045 compared to the No Build condition, VHT on the arterial system remains almost constant. Additionally, a benefit is observed on the 517

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TUMF Nexus Study – 2024 Program Update September 9, 2024 54 freeway system with VMT and VHT being reduced following TUMF Network improvements. By completing TUMF improvements, the total VHD experienced by all area motorists would be reduced during the peak period by over 7% from the levels that would be experienced under the 2045 No-Build scenario. These results highlight the effectiveness of the TUMF Program to mitigate the cumulative regional transportation impacts of new development commensurate with the level of impact being created.

Table 4.6 – Regional Highway System Measures of Performance (2018 Existing and 2045 No-Build Scenarios to 2045 TUMF Build Scenario)

Measure of Performance*
Peak Periods (Total)
2018 Existing 2045 No-Build 2045 Build
VMT - Total ALL FACILITIES 23,284,724 29,897,254 30,160,328 VMT - FREEWAYS 13,514,522 15,490,284 15,418,548
VMT - ALL ARTERIALS 9,770,202 14,406,970 14,741,781 TOTAL - TUMF ARTERIAL VMT 6,216,985 8,597,200 9,096,417 VHT - TOTAL ALL FACILITIES 541,350 915,439 895,725 VHT - FREEWAYS 263,792 399,128 388,847
VHT - ALL ARTERIALS 277,558 516,311 506,878
TOTAL TUMF ARTERIAL VHT 174,455 320,869 321,062
VHD - TOTAL ALL FACILITIES 108,900 338,056 313,288 VHD - FREEWAYS 66,156 170,649 161,528
VHD - ALL ARTERIALS 42,745 167,407 151,760
TOTAL TUMF ARTERIAL VHD 33,249 124,863 114,451
VMT LOS E - TOTAL ALL FACILITIES 5,605,070 13,369,483 12,788,016 VMT LOS E - FREEWAYS 4,725,471 9,316,891 9,115,937 VMT LOS E & F - ALL ARTERIALS 879,599 4,052,592 3,672,079 TOTAL TUMF ARTERIAL VMT w/ LOS E or worse 765,782 3,184,133 2,929,288 % of TUMF ARTERIAL VMT w/ LOS E or worse 12% 37% 32%

* Source: RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network as existing in December 2021and RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network plus future TUMF network projects.

NOTES:

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

LOS E or Worse was determined by V/C ratio that exceeds 0.9 thresholds as indicated in the Riverside County General Plan.

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TUMF Nexus Study – 2024 Program Update September 9, 2024 55 5.0 TUMF NEXUS ANALYSIS

The objective of this section is to evaluate and document the rational nexus (or reasonable relationship) between the proposed fee and the transportation system improvements it will be used to help fund. The analysis starts by documenting the correlation between future development and the need for transportation system improvements on the TUMF network to mitigate the cumulative regional impacts of this new development, followed by analysis of the nexus evaluation of the key components of the TUMF concept.

5.1 Future Development and the Need for Improvements

Previous sections of this report documented the projected population, household and employment growth in Western Riverside County, the expected increases in traffic congestion and travel delay, and the identification of the transportation system improvements that will serve these future inter-community travel demands. The following points coalesce this information in a synopsis of how the future growth relates to the need for improvements to the TUMF system.

 Western Riverside County is expected to continue growing.

Development in Western Riverside County is expected to continue at a robust rate of growth into the foreseeable future. Current projections estimate the population is projected to grow from a level of approximately 1.91 million in 2018 to a future level of about 2.53 million in 2045, while employment is projected to grow from a level of about 570,000 in 2018 to approximately 846,000 in 2045 (as shown in Table 2.3).

 Continuing growth will result in increasing congestion on arterial roadways.

Traffic congestion and delay on arterial roadways are projected to increase dramatically in the future (as shown in Table 3.1 ). Without improvements to the transportation system, congestion levels will grow rapidly and travelers will experience unacceptable travel conditions with slow travel speeds and lengthy delays.

 The future arterial roadway congestion is directly attributable to future development in Western Riverside County.

Traffic using arterial roadways within Western Riverside County is virtually all generated within or attracted to Western Riverside County, since longer-distance trips passing through the region typically use the freeway system, not arterial roadways. Therefore, the future recurring congestion problems on these roadways will be attributable to new trips that originate in, terminate in, or travel within Western Riverside County.

 Capacity improvements to the transportation system will be needed to alleviate the future congestion caused by new development.

To maintain transportation service closer to current levels of efficiency, capacity enhancements will need to be made to the arterial roadway system. These enhancements could include new or realigned roads, additional lanes on existing 519

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TUMF Nexus Study – 2024 Program Update September 9, 2024 56 roads, new or expanded bridges, new or upgraded freeway interchanges, grade separation of at-grade rail crossings, or the installation of new ITS to improve traffic flows. The completion of improvements to the arterial roadway system would enhance regional mobility and reduce the total peak period vehicles hours of travel (VHT) by over 2%, reduce peak period vehicle hours of delay (VHD) by over 7%, and reduce the share of traffic experiencing congestion in the peak periods by over 4% (as shown in Table 4.6 ). The specific needs and timing of implementation will depend on the location and rate of future development, so the specific improvements to be funded by the TUMF and their priority of implementation will be determined during future project programming activities as improvement needs unfold and as TUMF funds become available.

 Roads on the TUMF network are the facilities that merit improvement through this fee program.

The criteria used to identify roads for the TUMF network (future number of lanes, future traffic volume, future congestion level, and roadway function linking communities and activity centers and serving public transportation) were selected to ensure that these are the roadways that will serve inter-community travel and will require future improvement to alleviate congestion.

 Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automobile travel.

Since a portion of the population does not own an automobile and depends on public transportation for mobility, public transportation infrastructure and service will need to be enhanced and expanded to ensure continued mobility for this segment of the population. In addition, improvements to the public transportation system will be required to ensure that transit service can function as a viable option for future new Western Riverside County residents and employees who choose to avoid congestion by using public transportation.

For the reasons cited above, it can be readily concluded that there is a rational nexus between the future need for transportation improvements on the TUMF system and the future development upon which the proposed TUMF would be levied. The following sections evaluate the rational nexus in relation to the system components and the types of uses upon which the fee is assessed.

5.2 Application of Fee to System Components

As noted in Section 3.2, the TUMF concept includes splitting the fee revenues between the backbone system of arterials, the secondary system of arterials, and the public transportation system. This section evaluates the travel demands to determine the rational nexus between the future travel demands and the use of the fee to fund improvements to the future system components.

The split of fee revenues between the backbone and secondary highway networks is related to the proportion of highway vehicle trips that are relatively local (between 520

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TUMF Nexus Study – 2024 Program Update September 9, 2024 57 adjacent communities) and longer distance (between more distant communities but still within Western Riverside County). To estimate a rational fee split between the respective networks, the future combined AM and PM peak period travel forecast estimates were aggregated to a matrix of trips between zones to show the percentage of trips that remain within each zone in relation to the volume that travels to the other zones. This analysis was completed using the Year 2045 No-Build scenario trip tables from RivCoM.

The first step in the analysis was to create a correspondence table between the TAZs in the model and the five WRCOG TUMF zones (i.e. Northwest, Southwest, Central, Hemet/San Jacinto and Pass). The TAZs were then compressed into six districts (the five WRCOG zones and one for the rest of the SCAG region).

Table 5.1 shows the estimated peak period vehicle trips within and between each of the zones. Table 5.2 shows the percentage of peak period vehicle trips within and between the respective zones. Appendix I includes the detailed RivCoM outputs used to develop the regional trip distribution profile shown in Table 5.1 and 5.2.

Table 5.1 - 2045 No-Build Peak Period Vehicle Trips by WRCOG Zone

To
From Central Hemet/San
Jacinto Northwest Pass Southwest Outside

WRCOG TOTAL
Central 417,608 23,474 89,780 6,301 55,101 57,558 649,822 Hemet/San Jacinto 29,401 209,005 8,647 8,432 16,081 18,078 289,645 Northwest 58,578 2,684 743,234 2,687 11,032 196,041 1,014,257 Pass 8,068 7,585 6,114 110,385 908 32,334 165,395
Southwest 55,812 16,232 32,852 1,976 667,255 62,713 836,839 Outside WRCOG 33,907 7,574 192,712 24,490 33,867 292,550 TOTAL 603,375 266,554 1,073,340 154,271 784,244 366,724 3,248,507 Based on RivCoM Year 2045 No-Build scenario

Table 5.2 – 2045 No-Build Percent Peak Period Vehicle Trips By WRCOG Zone

To
From Central Hemet/San
Jacinto Northwest Pass Southwest Outside

WRCOG TOTAL
Central 64.3% 3.6% 13.8% 1.0% 8.5% 8.9% 100%
Hemet/San Jacinto 10.2% 72.2% 3.0% 2.9% 5.6% 6.2% 100%
Northwest 5.8% 0.3% 73.3% 0.3% 1.1% 19.3% 100%
Pass 4.9% 4.6% 3.7% 66.7% 0.5% 19.5% 100%
Southwest 6.7% 1.9% 3.9% 0.2% 79.7% 7.5% 100%
Based on RivCoM Year 2045 No-Build scenario

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TUMF Nexus Study – 2024 Program Update September 9, 2024 58 Table 5.3 summarizes the calculation of the split between the backbone and secondary highway networks as derived from the peak period trip values provided in Table 5.1. Peak period vehicle trips to and from areas outside Western Riverside County were subtracted from the calculation, on the presumption that most of their inter- regional travel would occur on the freeway system. Peak period trips between zones (regional) were assigned to the backbone network, since these trips are primarily served by the arterial roadways that provide connections between the zones. Peak period trips within zones (local) were split between the backbone network and the secondary network in proportion to their lane-miles, since roadways on both networks serve intra-zonal trips. The backbone network includes approximately 41.1% of the lane-miles on the future TUMF system, and the secondary network includes approximately 58.9% of the lane-miles.

The backbone network is therefore assigned all the inter-zonal peak period trips plus

41.1% of the intra-zonal peak period trips. The secondary network is assigned 58.9% of the intra-zonal peak period trips and none of the inter-zonal peak period trips. The overall result is that 51.1% of the regional travel is assigned to the backbone network and 48.9% is assigned to the secondary network.

Table 5.3 - Backbone-Secondary Network Share Calculation

Calculation Value Description Input Values Backbone
Value
Backbone
Share
Secondary
Value
Secondary
Share
Total Western Riverside County
Peak Period Vehicle Trips 3,248,507
Less Internal/External Peak Period
Vehicle Trips -659,273
Total Peak Period Vehicle Trips
Internal to Western Riverside
County
2,589,234
Peak Period Vehicle Trips Between
TUMF Zones 441,747
Peak Period Vehicle Trips Within
TUMF Zones 2,147,487
TUMF Future Network Lane-Miles 3,029.9 1,243.9 41.1% 1,786.0 58.9% Peak Period Vehicle Trips Between
TUMF Zones 441,747 441,747 100.0% 0 0.0%
Peak Period Vehicle Trips Within
TUMF Zones (as share of intra-
zonal trips)
2,147,487 882,332 41.1% 1,265,155 58.9%
Total Peak Period Vehicle Trips
Assigned 2,589,234 1,324,079 51.1% 1,265,155 48.9%

Based on RivCoM Year 2045 No-Build scenario; TUMF Nexus Study Exhibit H-1

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TUMF Nexus Study – 2024 Program Update September 9, 2024 59 5.3 Application of Fee to Residential and Non-Residential Developments

In order to establish the approximate proportionality of the future traffic impacts associated with new residential development and new non-residential development, the growth in daily VMT between the 2018 Existing and 2045 No-Build Scenarios from RivCoM were aggregated by trip purpose. RivCoM produces person trips (irrespective of mode choice) on the basis of five trip purposes: home-based-work (HBW), home- based-other (HBO), home-based-school (HBS), non-home-based (NHB), and home- based-university (HBU).

NCHRP Report #187 Quick Response Urban Travel Estimation Techniques and Transferable Parameters User's Guide (Transportation Research Board, 1978) details operational travel estimation techniques that are universally used for the travel demand modeling. Chapter 2 of this report, which details trip generation estimation, states that "HBW (Home Based Work) and HBNW (Home Based Non-Work) trips are generated at the households, whereas the NHB (Non-Home Based) trips are generated elsewhere." In accordance with NCHRP Report #187, growth in daily VMT was aggregated into home- based growth in daily VMT (combining the four home-based purposes: HBW, HBO, HBSC and HBU) and non-home-based growth in daily VMT. The home-based growth in daily VMT represents 77.7% of the total future growth in daily VMT and the non-home-based growth in daily VMT represent 22.3% of the total future growth in daily VMT, as shown in Table 5.4. Appendix J includes the RivCoM outputs used to develop the trip purpose summary in Table 5.4.

Table 5.4 - Daily VMT Growth by Trip Purpose for Western Riverside County (2018 - 2045)

VEHICLE TRIP PURPOSE 2018 EXISTING

DAILY VMT
2045 NO-BUILD

DAILY VMT

DAILY VMT
GROWTH

DAILY VMT
GROWTH
SHARE
Home-Based-Work 81,121,525 98,818,811 17,697,286 31.8%
Home-Based-Other 114,840,696 138,710,519 23,869,822 42.9% Home-Based-School (K-12) 8,592,941 9,230,272 637,331 1.1% Non-Home-Based 61,534,566 73,907,099 12,372,533 22.3%
Home-Based-University 5,377,197 6,400,662 1,023,465 1.8% TOTAL 271,466,925 327,067,363 55,600,437 100.00%
Home-Based Trips
(Residential Uses)
43,227,904 77.7%
Non-Home-Based Trips
(Non-Residential Uses)
12,372,533 22.3%
Based on RivCoM Year 2018 Existing Scenario, November 2023 and RivCoM Year 2045 No Build Scenario, November 2023

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TUMF Nexus Study – 2024 Program Update September 9, 2024 60 6.0 FAIR-SHARE FEE CALCULATION

The fee amounts, by type of development, that are justified to mitigate the cumulative regional impacts of new development on transportation facilities in Western Riverside County are quantified in this section. The total cost of improving the TUMF system is $5.28 billion. Existing funding obligated for improvements to the TUMF system totals $382.9 million while unfunded improvement needs generated by existing development represent $646.9 million of the total cost. The balance of the unfunded TUMF system improvement needs is $4.24 billion which is the maximum value attributable to the mitigation of the cumulative regional transportation impacts of future new development in the WRCOG region and will be captured through the TUMF Program.

By levying the uniform fee directly on future new developments (and indirectly on new residents and new employees to Western Riverside County), these transportation system users are assigned their “fair share” of the costs to address the cumulative impacts of additional traffic they will generate on the regional transportation system.

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

6.1 Residential Fees

The portion of the unfunded future improvement cost allocable to new residential development through the TUMF is $3.30 billion. Since this future transportation system improvement need is generated by new residential development anticipated through the Year 2045, the fee will be spread between the residential developments projected to be constructed between 2018 and 2045. The projected residential growth from year 2018 to 2045 is 257,826 households (or dwelling units) as is indicated in Table 2.3.

Different household types generate different numbers of trips. To reflect the difference in trip generation between lower density “single-family” dwelling units and higher density “multi-family” dwelling units, the TUMF was weighted based on the respective trip generation rates of these different dwelling unit types. For the purposes of the TUMF Program, single family dwelling units are those housing units with a density of less than 8 units per acre while multi-family units are those with a density of 8 or more units per acre. According to the SCAG 2020 RTP/SCS forecasts included in Table 2.3 and Appendix B , single family dwelling units (including mobile homes) are forecast to constitute 65.0% of the growth in residential dwelling units in the region between 2018 and 2045.

Data provided in the Institute of Transportation Engineers (ITE) Trip Generation Manual, 11th Edition (2021) show that, on average, single-family dwelling units generate 0.99 vehicle trips per dwelling unit per hour in the PM peak hour, whereas apartments, condominiums and townhouses (considered to be representative of higher density multi-family dwelling units) generate a median of 0.50 vehicle trips per unit per hour in the PM peak hour. The growth in dwelling units for single-family and multi-family, respectively, were multiplied by the corresponding trip generation rates to determine 524

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TUMF Nexus Study – 2024 Program Update September 9, 2024 61 the weighted proportion of the change in trips attributable to each use type as the basis for determining the per unit fee required to levy the necessary $3.20 billion to mitigate the cumulative regional transportation impacts of future new residential development. Table 6.1 summarizes the calculation of the fee for single-family and multi-family dwelling units. Appendix K includes worksheets detailing the calculation of the residential (and non-residential) TUMF for Western Riverside County.

Table 6.1 - Fee Calculation for Residential Share

Residential Sector

2018
Dwelling
Units
2045
Dwelling
Units
Dwelling
Unit
Change
Trip
Generation
Rate
Trip Change
Percentage
of Trip
Change
Fee/DU
Single-Family 397,407 564,898 167,491 0.99 165,816 78.6% $15,476 Multi-Family 157,166 247,501 90,335 0.50 45,168 21.4% $7,816 Total 554,573 812,399 257,826 210,984 100.0%

Household data based on SCAG 2020 RTP/SCS;
Trip Generation based on ITE Trip Generation (2021).

Consistent with the socio-economic forecasts developed by SCAG and the trip generation basis to assess the cumulative regional transportation impacts of new development, the residential fee calculation for TUMF reflects a uniform fee per dwelling unit for two categories as described previously: single-family residential and multi-family residential. On September 28, 2021, California Governor Gavin Newsome signed Assembly Bill 602 (AB 602) approving several changes to the Mitigation Fee Act, including the additional of §66016.5 to the California Government Code (CGC). CGC §66016.5(a)(5)(A) states “A nexus study adopted after July 1, 2022, shall calculate a fee imposed on a housing development project proportionately to the square footage of proposed units of the development.…” unless certain findings are made. These findings include:

“(i) An explanation as to why square footage is not appropriate metric to calculate fees imposed on housing development project.
(ii) An explanation that an alternative basis of calculating the fee bears a reasonable relationship between the fee charged and the burden posed by the development.
(iii) That other policies in the fee structure support smaller developments, or otherwise ensure that smaller developments are not charged disproportionate fees.”

To address these provisions of AB 602, WRCOG analyzed the trip generation characteristics of single-family and multi-family residential dwelling units of various sizes to determine whether the TUMF should be imposed based on the square footage of the respective housing type. The findings of the analyses for single-family and multi-family, respectively, were summarized in technical memoranda that are included in Appendix K. Based on the findings of the analyses, WRCOG has determined that the fee for single-family residential units should be adjusted in four tiers to correlate to the trip generation characteristics associated with various ranges of single-family housing sizes to demonstrate compliance with AB 602. The tiers reflecting the adjustments to the 525

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TUMF Nexus Study – 2024 Program Update September 9, 2024 62 standard single-family residential fee per dwelling unit (as calculated in Table 6.1 ) for differing ranges of single-family dwelling unit sizes are summarized in Table 6.2 .

Adjustments to the standard uniform fair-share single-family residential fee to account for variations in trip generation rates based on the size of the units will be made at the time of determining the fee obligation consistent with the process outlined further in the WRCOG TUMF Fee Calculation Handbook.

Table 6.2 – Single-Family Residential Fee Adjustments by Unit Size

Adjustment Tier Housing Unit Size Range (in square feet) Base Fee Adjustment Tier 1 Less than or equal to 1,800 80%
Tier 2 1,801 to 2,300 90%
Tier 3 2,301 to 2,700 100%
Tier 4 More than 2,700 125%

For multi-family residential units, WRCOG determined that the fee can be imposed on all multi-family units uniformly consistent with the conclusions of the analysis of multi- family trip generation rates by unit size, which demonstrated little variation in trip generation rates across the range of multi-family residential unit sizes. Therefore, the multi-family residential fee, as calculated in Table 6.2, can be applied uniformly to all multi-family residential units under the TUMF program.

6.2 Non-Residential Fees

The portion of the unfunded future improvement cost allocable to new non-residential development through the TUMF is $946.5 million. Estimates of employment by sector were obtained from the SCAG 2020 RTP/SCS socioeconomic data included in Table 2.3 and Appendix B . From the 2045 employment forecast, the amount of employee growth in each sector was calculated. The employment figures were then translated into square footage of new development using typical ratios of square feet per employee derived from four sources including: Cordoba Corporation/Parsons Brinckerhoff Quade and Douglas (PBQD), Land Use Density Conversion Factors For Long Range Corridor Study San Bernardino and Riverside Counties, August 20, 1990; Orange County Transportation Authority (OCTA), Orange County Subarea Model Guidelines Manual, June 2001; SCAG, Employment Density Study, October 31, 2001; and the County of Riverside, General Plan, as amended December 15, 2015. Worksheets showing the development of the TUMF employee conversion factors and the application of the conversion factors to calculate the square footage of future new non-residential development in Western Riverside County are included in Appendix L.

To account for the differences in trip generation between various types of non- residential uses, the new non-residential development was weighted by trip generation rate for each sector. Typical trip generation rates per employee were obtained from the Institute of Transportation Engineers (ITE) Trip Generation – 11 th Edition (2021), and were weighted based on a calculated value of trips per employee as derived from the 526

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TUMF Nexus Study – 2024 Program Update September 9, 2024 63 employee conversion factors and ITE typical trip generation rates per square foot of development, before being assigned to the non-residential categories as follows:

Industrial – 0.6 PM peak hour trips per employee, Retail – 1.8 PM peak hour trips per employee, Service – 1.2 PM peak hour trips per employee, and Government/Public –

2.1 PM peak hour trips per employee 12. These rates were applied to the employment growth in each sector to determine the relative contribution of each sector to new trip- making, and the $946.5 million was then allocated among the non-residential categories based on the percentage of new trips added. This proportionate non- residential fee share by sector was then divided by the estimated square footage of future new development to obtain the rate per square foot for each type of use. The calculation of the non-residential fee by sector is shown in Table 6.3.

Table 6.3 - Fee Calculation for Non-Residential Share

Non-Residential Sector Employment
Change
Trip
Generation
Rate per
Employee
Trip Change
Percentage
of Trip
Change
Change in
Square Feet of
Gross Floor
Area
Fee/SF
Industrial 76,581 0.6 45,949 15.1% 61,489,565 $2.33 Retail 13,115 1.8 23,607 7.8% 6,557,500 $11.21
Service 174,255 1.2 209,106 68.8% 66,735,957 $9.76 Government/Public 12,071 2.1 25,349 8.3% 3,420,665 $23.07 Total 276,022 304,011 100.0% 138,203,688

Employment Change data based on SCAG 2020 RTP/SCS; Trip Generation based on ITE (2021); Change in Square Feet conversion factor based on Cordoba (1990), OCTA (2001), SCAG (2001) and County of Riverside (2015).

12 The median trip generation rate for ‘Retail’ and ‘Service’ was reduced to reflect the influence of pass-by trips using the weekday PM peak median pass-by trip rate for select uses as derived from the ITE Trip Generation Manual (11 th Edition) (September 2021).
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TUMF Nexus Study – 2024 Program Update September 9, 2024 64 7.0 CONCLUSIONS

Based on the results of the Nexus Study evaluation, there is reasonable relationship between the cumulative regional transportation impacts of new land development projects in Western Riverside County and the need to mitigate these transportation impacts using funds levied through the ongoing TUMF Program. Factors that reflect this reasonable relationship include:

 Western Riverside County is expected to continue growing because of future new development.

 Continuing new growth will result in increasing congestion on arterial roadways.

 The future arterial roadway congestion is directly attributable to the cumulative regional transportation impacts of future development in Western Riverside County.

 Capacity improvements to the transportation system will be needed to mitigate the cumulative regional impacts of new development.

 Roads on the TUMF network are the facilities that merit improvement through this fee program.

 Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automobile travel.

The Nexus Study evaluation has established a proportional “fair share” of the improvement cost attributable to new development based on the impacts of existing development and the availability of obligated funding through traditional sources.

Furthermore, the Nexus Study evaluation has divided the fair share of the cost to mitigate the cumulative regional impacts of future new development in Western Riverside County in rough proportionality to the cumulative impacts of future residential and non-residential development in the region. The respective fee allocable to future new residential and non-residential development in Western Riverside County is summarized for differing use types in Table 7.1.

Table 7.1 - Transportation Uniform Mitigation Fee for Western Riverside County

Land Use Type Units Development
Change Fee Per Unit
Total Revenue
($ million)
Single Family Residential DU 167,491 $15,476 $2,592.0 Multi Family Residential DU 90,335 $7,816 $706.1
Industrial SF GFA 61,489,565 $2.33 $143.1
Retail SF GFA 6,557,500 $11.21 $73.5
Service SF GFA 66,735,957 $9.76 $651.1
Government/Public SF GFA 3,420,665 $23.07 $78.9
MAXIMUM TUMF VALUE $4,244.6
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TUMF Nexus Study – 2024 Program Update September 9, 2024 65 8.0 APPENDICES

The following Appendices incorporate the extent of materials used to support the development of the WRCOG TUMF Nexus Study and, where appropriate, specifically the 2024 Update. The respective Appendices also incorporate an explanation of the methodology and assumptions used to develop the various elements of the Nexus Study.

These Appendices represent a compilation of materials derived from a variety of technical resources. Each of the following Appendices relate to the development of a specific element of the Nexus Study. These Appendices are as follows:

Appendix A - List of WRCOG Committees
Appendix B - Western Riverside County Population and Employment Growth 2018 – 2045
Appendix C - Western Riverside County Traffic Growth 2018 – 2045 Appendix D - Western Riverside County Transit System Ridership 2018 – 2045 Appendix E - Western Riverside County Regional System of Highways and Arterials Performance Measures
Appendix F - TUMF Network Cost Assumptions
Appendix G - TUMF 2024 Program Update Disposition of Network Change Requests Appendix H - TUMF Network Cost Estimate and Evaluation
Appendix I - Western Riverside County Regional Trip Distribution Appendix J - Western Riverside County Regional Trip Purpose Appendix K - Residential Fee Calculation
Appendix L - Non-Residential Fee Calculation

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Appendix A - List of WRCOG Committees

WRCOG Executive Committee

Sheri Flynn City of Banning
Mike Lara City of Beaumont
Wendy Hewitt City of Calimesa
Mark Terry City of Canyon Lake
Jacque Casillas (2nd Vice-Chair) City of Corona
Christian Dinco City of Eastvale
Jackie Peterson City of Hemet
Chris Barajas (Past Chair) City of Jurupa Valley
Brian Tisdale City of Lake Elsinore
Bob Karwin City of Menifee
Elena Baca-Santa Cruz City of Moreno Valley
Lisa DeForest City of Murrieta
Kevin Bash City of Norco
Rita Rogers (Chair) City of Perris
Chuck Conder City of Riverside
Crystal Ruiz City of San Jacinto
James Stewart City of Temecula
Joseph Morabito City of Wildomar
Kevin Jeffries County of Riverside Dist. 1
Karen Spiegel County of Riverside Dist. 2
Chuck Washington County of Riverside Dist. 3
Yxstian Gutierrez County of Riverside Dist. 5
Phil Paule Eastern Municipal Water District
Dr. Edwin Gomez Riverside County Superintendent of
Schools (ex-officio)
Brenda Dennstedt (Vice-Chair) Western Water

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WRCOG Technical Advisory Committee

Doug Schulze City of Banning
Elizabeth Gibbs City of Beaumont
Will Kolbow City of Calimesa
Aaron Brown City of Canyon Lake
Brett Channing City of Corona
Mark Orme City of Eastvale
Mark Prestwich City of Hemet
Rod Butler (Past Chair) City of Jurupa Valley
Jason Simpson City of Lake Elsinore
Armando Villa City of Menifee
Mike Lee City of Moreno Valley
Kim Summers City of Murrieta
Lori Sassoon City of Norco
Clara Miramontes (Chair) City of Perris
Mike Futrell City of Riverside
Rob Johnson City of San Jacinto
Aaron Adams City of Temecula
Dan York City of Wildomar
Jeff Van Wagenen County of Riverside
Joe Mouawad Eastern Municipal Water District
Grace Martin March Joint Power Authority
Matt Snellings Riverside County Office of Education
Craig Miller Western Water

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WRCOG Planning Directors’ Committee

no new appointment made (as of 07/24/24) City of Banning Carole Kendrick City of Beaumont
Kelly Lucia City of Calimesa
Jim Morrisey City of Canyon Lake
Joanne Coletta City of Corona
David Murray City of Eastvale
Monique Alaniz-Flejter City of Hemet
Joe Perez (Chair) City of Jurupa Valley
Damaris Abraham City of Lake Elsinore
Cheryl Kitzerow City of Menifee
Sean Kelleher (2nd Vice-Chair) City of Moreno Valley
David Chantarangsu City of Murrieta
Alma Robles City of Norco
Kenneth Phung (Vice-Chair) City of Perris
Judy Eguez City of Riverside
Travis Randel City of San Jacinto
Matt Peters City of Temecula
Matthew Bassi City of Wildomar
John Hildebrand County of Riverside
Jeffrey Smith March Joint Powers Authority
Jennifer Nguyen Riverside Transit Agency
Ryan Shaw Western Water

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WRCOG Public Works Committee

Art Vela City of Banning
Robert Vestal City of Beaumont
Michael Thornton City of Calimesa
Stuart McKibben City of Canyon Lake
Savat Khamphou (Vice-Chair) City of Corona
Jimmy Chung City of Eastvale
Noah Rau City of Hemet
Paul Toor (Chair) City of Jurupa Valley
Remon Habib City of Lake Elsinore
Nick Fidler City of Menifee
Melissa Walker City of Moreno Valley
Bob Moehling City of Murrieta
Sam Nelson City of Norco
John Pourkazemi City of Perris
Gil Hernandez City of Riverside
Stuart McKibbin (Vice-Chair) City of San Jacinto
Patrick Thomas City of Temecula
Jason Farag City of Wildomar
Patricia Romo County of Riverside
Lauren Sotelo March Joint Powers Authority
Jillian Guizado Riverside County Transportation Commission Mauricio Alvarez Riverside Transit Agency
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WRCOG Finance Directors’ Committee

Lincoln Bogard City of Banning
Jennifer Ustation City of Beaumont
Celeste Reid City of Calimesa
Terry Shea City of Canyon Lake
Kim Sitton City of Corona
Amanda Wells City of Eastvale
vacant City of Hemet
June Overholt City of Jurupa Valley
Shannon Buckley City of Lake Elsinore
Travis Hickey City of Menifee
Launa Jimenez City of Moreno Valley
Javier Carcamo (Past Chair) City of Murrieta
Lisette Free City of Norco
Ernie Reyna (Chair) City of Perris
Kristie Thomas City of Riverside
Erika Gomez (2nd Vice-Chair) City of San Jacinto
Jennifer Hennessy City of Temecula
Adam Jantz City of Wildomar
Vacant County of Riverside
John Adams Eastern Municipal Water District
Grace Martin March Joint Power Authority
Dr. Ruth Perez Riverside County Office of Education
Kevin Mascaro Western Water

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TUMF Nexus Study – 2024 Program Update September 9. 2024 B-1
Appendix B - Western Riverside County Population and Employment Growth 2008 – 2035

Although a variety of alternate demographic information is available for the purpose of quantifying population and household growth in Western Riverside County, it was determined that the data developed by SCAG to support the 2020 RTP/SCS represented the most comprehensive source of socioeconomic data (SED) for the six- county SCAG region that includes Riverside County. The SCAG 2020 RTP/SCS SED information is disaggregated to the level of traffic analysis zones (TAZ) that comprise inputs to RivCoM. These SED data by TAZ were extracted from RivCoM (specifically the TAZ_Data.CSV file located in the PopSyn output folder) and aggregated to correspond with the TUMF zones to support this update of the TUMF Nexus. The SCAG 2020 RTP/SCS SED data retrieved from RivCoM and used as the basis for the Nexus Update is summarized in this Appendix.

The SCAG employment data for 2018 and 2045 was provided for thirteen employment sectors consistent with the California Employment Development Department (EDD) Major Groups including: Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Retail Trade; Transportation, Warehousing and Utilities; Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service; and Government. For the purposes of the Nexus Study, the SCAG Employment Categories were aggregated to Industrial (Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Transportation, Warehousing and Utilities), Retail (Retail Trade), Service (Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service) and Government/Public Sector (Government). These four aggregated sector types were used as the basis for calculating the fee as described in Section 6.2. This Appendix includes tables detailing the SCAG RTP/SCS SED Employment Categories and corresponding North American Industry Classification System (NAICS) Categories that are included in each non- residential sector type.

535
EXHIBIT B-1
Western Riverside County Population, Households and Employment (2018) - SCAG 2020 RTP/SCS Base Year SED Type/Zone Central Northwest Pass San Jacinto Southwest Total Total Population 408,260 777,900 98,688 187,677 432,915 1,905,440 Single-Family 83,142 152,897 24,937 38,888 97,543 397,407 Multi-Family 26,889 63,591 8,661 26,055 31,970 157,166
Total Households 110,031 216,488 33,598 64,943 129,513 554,573 Farming, Natural Resources and Mining 799 3,431 559 1,625 2,080 8,494 Construction 6,245 31,914 1,807 2,067 13,290 55,323
Manufacturing 4,172 25,866 1,101 925 8,902 40,966
Wholesale Trade 8,428 9,269 268 546 6,490 25,001
Retail Trade 13,346 32,061 5,472 4,564 18,371 73,814
Transportation, Warehousing and Utilities 7,349 22,686 1,132 2,132 6,251 39,550 Information 425 2,073 496 177 863 4,034
Financial Activities 1,887 8,632 586 1,003 5,414 17,522 Professional and Business Service 7,834 32,973 3,434 1,630 13,532 59,403 Education and Health Service 20,423 76,884 6,092 13,659 29,192 146,250 Leisure and Hospitality 8,391 21,990 7,207 3,726 18,270 59,584 Other Service 2,834 10,603 1,244 1,891 5,338 21,910
Government 2,579 11,727 871 761 2,631 18,569
TUMF Industrial 26,993 93,166 4,867 7,295 37,013 169,334 TUMF Retail 13,346 32,061 5,472 4,564 18,371 73,814
TUMF Service 41,794 153,155 19,059 22,086 72,609 308,703 TUMF Government/Public Sector 2,579 11,727 871 761 2,631 18,569 Total Employment 84,712 290,109 30,269 34,706 130,624 570,420 Source: SCAG 2020 RTP/SCS
Population
Households
Employment
536
EXHIBIT B-2
Western Riverside County Population, Households & Employment (2045) - SCAG 2020 RTP/SCS Horizon Year SED Type/Zone Central Northwest Pass San Jacinto Southwest Total Total Population 594,678 925,228 158,040 289,439 566,491 2,533,876 Single-Family 133,507 181,827 43,988 70,713 134,863 564,898 Multi-Family 53,555 79,359 14,362 43,654 56,571 247,501 Total Households 187,062 261,186 58,350 114,367 191,434 812,399 Farming, Natural Resources and Mining 712 2,212 527 1,218 2,001 6,670 Construction 18,304 48,533 3,186 5,861 20,236 96,120
Manufacturing 6,836 24,624 1,393 1,149 10,335 44,337
Wholesale Trade 6,150 9,048 324 559 6,529 22,610
Retail Trade 16,310 33,656 7,136 6,338 23,489 86,929
Transportation, Warehousing and Utilities 18,227 38,043 2,705 4,771 12,432 76,178 Information 642 2,166 476 191 1,116 4,591
Financial Activities 2,906 9,889 1,229 1,536 6,665 22,225 Professional and Business Service 14,214 41,712 6,016 4,518 21,058 87,518 Education and Health Service 52,764 111,454 13,803 25,739 51,118 254,878 Leisure and Hospitality 13,197 27,739 10,540 8,424 24,641 84,541 Other Service 5,148 13,062 1,532 2,838 6,625 29,205
Government 6,229 18,222 1,176 1,471 3,542 30,640
TUMF Industrial 50,229 122,460 8,135 13,558 51,533 245,915 TUMF Retail 16,310 33,656 7,136 6,338 23,489 86,929
TUMF Service 88,871 206,022 33,596 43,246 111,223 482,958 TUMF Government/Public Sector 6,229 18,222 1,176 1,471 3,542 30,640 Total Employment 161,639 380,360 50,043 64,613 189,787 846,442 Source: SCAG 2020 RTP/SCS
Population
Households
Employment
537
EXHIBIT B-3
Western Riverside County Population, Households and Employment (2018 to 2045 Change) - SCAG 2020 RTP/SCS SED Type/Zone Central Northwest Pass San Jacinto Southwest Total Total Population 186,418 147,328 59,352 101,762 133,576 628,436 Single-Family 50,365 28,930 19,051 31,825 37,320 167,491 Multi-Family 26,666 15,768 5,701 17,599 24,601 90,335
Total Households 77,031 44,698 24,752 49,424 61,921 257,826 Farming, Natural Resources and Mining -87 -1,219 -32 -407 -79 -1,824 Construction 12,059 16,619 1,379 3,794 6,946 40,797
Manufacturing 2,664 -1,242 292 224 1,433 3,371
Wholesale Trade -2,278 -221 56 13 39 -2,391
Retail Trade 2,964 1,595 1,664 1,774 5,118 13,115
Transportation, Warehousing and Utilities 10,878 15,357 1,573 2,639 6,181 36,628 Information 217 93 -20 14 253 557
Financial Activities 1,019 1,257 643 533 1,251 4,703
Professional and Business Service 6,380 8,739 2,582 2,888 7,526 28,115 Education and Health Service 32,341 34,570 7,711 12,080 21,926 108,628 Leisure and Hospitality 4,806 5,749 3,333 4,698 6,371 24,957 Other Service 2,314 2,459 288 947 1,287 7,295
Government 3,650 6,495 305 710 911 12,071
TUMF Industrial 23,236 29,294 3,268 6,263 14,520 76,581 TUMF Retail 2,964 1,595 1,664 1,774 5,118 13,115
TUMF Service 47,077 52,867 14,537 21,160 38,614 174,255 TUMF Government/Public Sector 3,650 6,495 305 710 911 12,071 Total Employment 76,927 90,251 19,774 29,907 59,163 276,022 Source: SCAG 2020 RTP/SCS
Population
Households
Employment
538
Exhibit B-4a - TUMF 2024 Nexus Update
Western Riverside County Population, Households and Employment (2018-2045) SED Type/Zone 2018 2045 Change Percent
Total Population 1,905,440 2,533,876 628,436 33%
Total Households 554,573 812,399 257,826 46%
Single-Family 397,407 564,898 167,491 42%
Multi-Family 157,166 247,501 90,335 57%
Total Employment 570,420 846,442 276,022 48%
TUMF Industrial 169,334 245,915 76,581 45%
TUMF Retail 73,814 86,929 13,115 18%
TUMF Service 308,703 482,958 174,255 56%
TUMF Government/Public Sector 18,569 30,640 12,071 65%
Source: SCAG 2020 RTP/SCS
Exhibit B-4b - TUMF 2016 Nexus Update
Western Riverside County Population, Households and Employment (2012-2040) SED Type/Zone 2012 2040 Change Percent
Total Population 1,773,935 2,429,633 655,698 37%
Total Households 525,149 775,231 250,082 48%
Single-Family 366,588 539,631 173,043 47%
Multi-Family 158,561 235,600 77,039 49%
Total Employment 460,787 861,455 400,668 87%
TUMF Industrial 120,736 201,328 80,592 67%
TUMF Retail 65,888 101,729 35,841 54%
TUMF Service 253,372 528,092 274,720 108%
TUMF Government/Public Sector 20,791 30,306 9,515 46%
Source: SCAG 2016 RTP/SCS
539
Exhibit B-4c - TUMF 2016 Nexus Update to 2024 Nexus Update Comparison Western Riverside County Population, Households and Employment (Existing to Future Change) SED Type/Zone 2016 Update
(2012-2040)
2024 Update
(2018-2045) Difference Percent
Total Population 655,698 628,436 -27,262 -4%
Total Households 250,082 257,826 7,744 3%
Single-Family 173,043 167,491 -5,552 -3%
Multi-Family 77,039 90,335 13,296 17%
Total Employment 400,668 276,022 -124,646 -31%
TUMF Industrial 80,592 76,581 -4,011 -5%
TUMF Retail 35,841 13,115 -22,726 -63%
TUMF Service 274,720 174,255 -100,465 -37%
TUMF Government/Public Sector 9,515 12,071 2,556 27%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS
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EXHIBIT B-4d
Western Riverside County Population, Households and Employment Change (2012 to 2040 and 2018 to 2045) TUMF 2016 Nexus Update Comparison to TUMF 2024 Nexus Update Sources:

Year 2012 to Year 2040 Growth (2016 Nexus Update): SCAG 2016 RTP/SCS; WSP, April 2016 Year 2018 to Year 2045 Growth (2024 Nexus Update): SCAG 2020 RTP/SCS 541

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EXHIBIT B-4e
Difference in Population, Households and Employment Growth in Western Riverside County TUMF 2016 Nexus Update Comparison to TUMF 2024 Nexus Update

Source:

Year 2012 to Year 2040 Growth (2016 Nexus Update): SCAG 2016 RTP/SCS; WSP, April 2016 Year 2018 to Year 2045 Growth (2024 Nexus Update): SCAG 2020 RTP/SCS 542
EXHIBIT B-5a
TUMF Non-Residential Category Detailed NAICS Correspondence Summary SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title Industrial
Farming, Natural Resources and Mining
11 Agriculture, Forestry, Fishing and Hunting
111 Crop Production
112 Animal Production and Aquaculture
113 Forestry and Logging
114 Fishing, Hunting and Trapping
115 Support Activities for Agriculture and Forestry
21 Mining, Quarrying, and Oil and Gas Extraction
211 Oil and Gas Extraction
212 Mining (except Oil and Gas)
213 Support Activities for Mining
Construction
23 Construction
236 Construction of Buildings
237 Heavy and Civil Engineering Construction
238 Specialty Trade Contractors
Manufacturing
31-33 Manufacturing
311 Food Manufacturing
312 Beverage and Tobacco Product Manufacturing
313 Textile Mills
314 Textile Product Mills
315 Apparel Manufacturing
316 Leather and Allied Product Manufacturing
321 Wood Product Manufacturing
322 Paper Manufacturing
323 Printing and Related Support Activities
324 Petroleum and Coal Products Manufacturing
325 Chemical Manufacturing
326 Plastics and Rubber Products Manufacturing
327 Nonmetallic Mineral Product Manufacturing
331 Primary Metal Manufacturing
332 Fabricated Metal Product Manufacturing
333 Machinery Manufacturing
334 Computer and Electronic Product Manufacturing
335 Electrical Equipment, Appliance, and Component Manufacturing 337 Furniture and Related Product Manufacturing
339 Miscellaneous Manufacturing
Wholesale Trade
42 Wholesale Trade
423 Merchant Wholesalers, Durable Goods
424 Merchant Wholesalers, Nondurable Goods
425 Wholesale Trade Agents and Brokers
Transportation, Warehousing and Utilities
22 Utilities
221 Utilities
48-49 Transportation and Warehousing
481 Air Transportation
482 Rail Transportation
483 Water Transportation
484 Truck Transportation
485 Transit and Ground Passenger Transportation
486 Pipeline Transportation
487 Scenic and Sightseeing Transportation
488 Support Activities for Transportation
491 Postal Service
492 Couriers and Messengers
493 Warehousing and Storage
Retail
Retail Trade
44-45 Retail Trade
441 Motor Vehicle and Parts Dealers
444 Building Material and Garden Equipment and Supplies Dealers 445 Food and Beverage Retailers
449 Furniture, Home Furnishings, Electronics, and Appliance Retailers 455 General Merchandise Retailers
456 Health and Personal Care Retailers
457 Gasoline Stations and Fuel Dealers
458 Clothing, Clothing Accessories, Shoe, and Jewelry Retailers 459 Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers TUMF Category
543
TUMF Non-Residential Category Detailed NAICS Correspondence Summary SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS TitleTUMF Category Service
Information
51 Information
512 Motion Picture and Sound Recording Industries
513 Publishing Industries
516 Broadcasting and Content Providers
517 Telecommunications
518 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 519 Web Search Portals, Libraries, Archives, and Other Information Services Financial Activities
52 Finance and Insurance
521 Monetary Authorities-Central Bank
522 Credit Intermediation and Related Activities
523 Securities, Commodity Contracts, and Other Financial Investments and Related Activities 524 Insurance Carriers and Related Activities
525 Funds, Trusts, and Other Financial Vehicles
53 Real Estate and Rental and Leasing
531 Real Estate
532 Rental and Leasing Services
533 Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) Professional and Business Services
54 Professional, Scientific, and Technical Services
541 Professional, Scientific, and Technical Services
55 Management of Companies and Enterprises
551 Management of Companies and Enterprises
56 Administrative and Support and Waste Management and Remediation Services 561 Administrative and Support Services
562 Waste Management and Remediation Services
Education and Health Services
61 Educational Services
611 Educational Services
62 Health Care and Social Assistance
621 Ambulatory Health Care Services
622 Hospitals
623 Nursing and Residential Care Facilities
624 Social Assistance
Leisure and Hospitality
71 Arts, Entertainment, and Recreation
711 Performing Arts, Spectator Sports, and Related Industries 712 Museums, Historical Sites, and Similar Institutions 713 Amusement, Gambling, and Recreation Industries
72 Accommodation and Food Services
721 Accommodation
722 Food Services and Drinking Places
Other Service
81 Other Services (except Public Administration)
811 Repair and Maintenance
812 Personal and Laundry Services
813 Religious, Grantmaking, Civic, Professional, and Similar Organizations 814 Private Households
Government/Public Sector
Government
92 Public Administration
921 Executive, Legislative, and Other General Government Support 922 Justice, Public Order, and Safety Activities
923 Administration of Human Resource Programs
924 Administration of Environmental Quality Programs
925 Administration of Housing Programs, Urban Planning, and Community Development 926 Administration of Economic Programs
927 Space Research and Technology
928 National Security and International Affairs
Source: SCAG 2020 RTP/SCS
California Employment Development Department (EDD)
US Census Bureau, North American Industry Classification System (NAICS), 2022 544
EXHIBIT B-5b
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title Industrial
Farming, Natural Resources and Mining
11 Agriculture, Forestry, Fishing and Hunting
111 Crop Production
111110 Soybean Farming
111120 Oilseed (except Soybean) Farming
111130 Dry Pea and Bean Farming
111140 Wheat Farming
111150 Corn Farming
111160 Rice Farming
111191 Oilseed and Grain Combination Farming
111199 All Other Grain Farming
111211 Potato Farming
111219 Other Vegetable (except Potato) and Melon Farming 111310 Orange Groves
111320 Citrus (except Orange) Groves
111331 Apple Orchards
111332 Grape Vineyards
111333 Strawberry Farming
111334 Berry (except Strawberry) Farming
111335 Tree Nut Farming
111336 Fruit and Tree Nut Combination Farming
111339 Other Noncitrus Fruit Farming
111411 Mushroom Production
111419 Other Food Crops Grown Under Cover
111421 Nursery and Tree Production
111422 Floriculture Production
111910 Tobacco Farming
111920 Cotton Farming
111930 Sugarcane Farming
111940 Hay Farming
111991 Sugar Beet Farming
111992 Peanut Farming
111998 All Other Miscellaneous Crop Farming
112 Animal Production and Aquaculture
112111 Beef Cattle Ranching and Farming
112112 Cattle Feedlots
112120 Dairy Cattle and Milk Production
112130 Dual-Purpose Cattle Ranching and Farming
112210 Hog and Pig Farming
112310 Chicken Egg Production
112320 Broilers and Other Meat Type Chicken Production
112330 Turkey Production
112340 Poultry Hatcheries
112390 Other Poultry Production
112410 Sheep Farming
112420 Goat Farming
112511 Finfish Farming and Fish Hatcheries
112512 Shellfish Farming
112519 Other Aquaculture
112910 Apiculture
112920 Horses and Other Equine Production
112930 Fur-Bearing Animal and Rabbit Production
112990 All Other Animal Production
113 Forestry and Logging
113110 Timber Tract Operations
113210 Forest Nurseries and Gathering of Forest Products 113310 Logging
114 Fishing, Hunting and Trapping
114111 Finfish Fishing
114112 Shellfish Fishing
114119 Other Marine Fishing
114210 Hunting and Trapping
115 Support Activities for Agriculture and Forestry
115111 Cotton Ginning
115112 Soil Preparation, Planting, and Cultivating
115113 Crop Harvesting, Primarily by Machine
115114 Postharvest Crop Activities (except Cotton Ginning) 115115 Farm Labor Contractors and Crew Leaders
115116 Farm Management Services
115210 Support Activities for Animal Production
115310 Support Activities for Forestry
21 Mining, Quarrying, and Oil and Gas Extraction
211 Oil and Gas Extraction
211120 Crude Petroleum Extraction
211130 Natural Gas Extraction
212 Mining (except Oil and Gas)
212114 Surface Coal Mining
212115 Underground Coal Mining
212210 Iron Ore Mining
212220 Gold Ore and Silver Ore Mining
212230 Copper, Nickel, Lead, and Zinc Mining
212290 Other Metal Ore Mining
212311 Dimension Stone Mining and Quarrying
212312 Crushed and Broken Limestone Mining and Quarrying 212313 Crushed and Broken Granite Mining and Quarrying
212319 Other Crushed and Broken Stone Mining and Quarrying 212321 Construction Sand and Gravel Mining
212322 Industrial Sand Mining
212323 Kaolin, Clay, and Ceramic and Refractory Minerals Mining 212390 Other Nonmetallic Mineral Mining and Quarrying
213 Support Activities for Mining
213111 Drilling Oil and Gas Wells
213112 Support Activities for Oil and Gas Operations
213113 Support Activities for Coal Mining
213114 Support Activities for Metal Mining
213115 Support Activities for Nonmetallic Minerals (except Fuels) Mining TUMF Category
545
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Construction
23 Construction
236 Construction of Buildings
236115 New Single-Family Housing Construction (except For-Sale Builders) 236116 New Multifamily Housing Construction (except For-Sale Builders) 236117 New Housing For-Sale Builders
236118 Residential Remodelers
236210 Industrial Building Construction
236220 Commercial and Institutional Building Construction 237 Heavy and Civil Engineering Construction
237110 Water and Sewer Line and Related Structures Construction 237120 Oil and Gas Pipeline and Related Structures Construction 237130 Power and Communication Line and Related Structures Construction 237210 Land Subdivision
237310 Highway, Street, and Bridge Construction
237990 Other Heavy and Civil Engineering Construction
238 Specialty Trade Contractors
238110 Poured Concrete Foundation and Structure Contractors 238120 Structural Steel and Precast Concrete Contractors 238130 Framing Contractors
238140 Masonry Contractors
238150 Glass and Glazing Contractors
238160 Roofing Contractors
238170 Siding Contractors
238190 Other Foundation, Structure, and Building Exterior Contractors 238210 Electrical Contractors and Other Wiring Installation Contractors 238220 Plumbing, Heating, and Air-Conditioning Contractors 238290 Other Building Equipment Contractors
238310 Drywall and Insulation Contractors
238320 Painting and Wall Covering Contractors
238330 Flooring Contractors
238340 Tile and Terrazzo Contractors
238350 Finish Carpentry Contractors
238390 Other Building Finishing Contractors
238910 Site Preparation Contractors
238990 All Other Specialty Trade Contractors
Manufacturing
31-33 Manufacturing
311 Food Manufacturing
311111 Dog and Cat Food Manufacturing
311119 Other Animal Food Manufacturing
311211 Flour Milling
311212 Rice Milling
311213 Malt Manufacturing
311221 Wet Corn Milling and Starch Manufacturing
311224 Soybean and Other Oilseed Processing
311225 Fats and Oils Refining and Blending
311230 Breakfast Cereal Manufacturing
311313 Beet Sugar Manufacturing
311314 Cane Sugar Manufacturing
311340 Nonchocolate Confectionery Manufacturing
311351 Chocolate and Confectionery Manufacturing from Cacao Beans 311352 Confectionery Manufacturing from Purchased Chocolate 311411 Frozen Fruit, Juice, and Vegetable Manufacturing 311412 Frozen Specialty Food Manufacturing
311421 Fruit and Vegetable Canning
311422 Specialty Canning
311423 Dried and Dehydrated Food Manufacturing
311511 Fluid Milk Manufacturing
311512 Creamery Butter Manufacturing
311513 Cheese Manufacturing
311514 Dry, Condensed, and Evaporated Dairy Product Manufacturing 311520 Ice Cream and Frozen Dessert Manufacturing
311611 Animal (except Poultry) Slaughtering
311612 Meat Processed from Carcasses
311613 Rendering and Meat Byproduct Processing
311615 Poultry Processing
311710 Seafood Product Preparation and Packaging
311811 Retail Bakeries
311812 Commercial Bakeries
311813 Frozen Cakes, Pies, and Other Pastries Manufacturing 311821 Cookie and Cracker Manufacturing
311824 Dry Pasta, Dough, and Flour Mixes Manufacturing from Purchased Flour 311830 Tortilla Manufacturing
311911 Roasted Nuts and Peanut Butter Manufacturing
311919 Other Snack Food Manufacturing
311920 Coffee and Tea Manufacturing
311930 Flavoring Syrup and Concentrate Manufacturing
311941 Mayonnaise, Dressing, and Other Prepared Sauce Manufacturing 311942 Spice and Extract Manufacturing
311991 Perishable Prepared Food Manufacturing
311999 All Other Miscellaneous Food Manufacturing
312 Beverage and Tobacco Product Manufacturing
312111 Soft Drink Manufacturing
312112 Bottled Water Manufacturing
312113 Ice Manufacturing
312120 Breweries
312130 Wineries
312140 Distilleries
312230 Tobacco Manufacturing
313 Textile Mills
313110 Fiber, Yarn, and Thread Mills
313210 Broadwoven Fabric Mills
313220 Narrow Fabric Mills and Schiffli Machine Embroidery 313230 Nonwoven Fabric Mills
313240 Knit Fabric Mills
313310 Textile and Fabric Finishing Mills
313320 Fabric Coating Mills
314 Textile Product Mills
314110 Carpet and Rug Mills
314120 Curtain and Linen Mills
314910 Textile Bag and Canvas Mills
314994 Rope, Cordage, Twine, Tire Cord, and Tire Fabric Mills 314999 All Other Miscellaneous Textile Product Mills
315 Apparel Manufacturing
315120 Apparel Knitting Mills
315210 Cut and Sew Apparel Contractors
315250 Cut and Sew Apparel Manufacturing (except Contractors) 315990 Apparel Accessories and Other Apparel Manufacturing 316 Leather and Allied Product Manufacturing
316110 Leather and Hide Tanning and Finishing
316210 Footwear Manufacturing
316990 Other Leather and Allied Product Manufacturing
546
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
321 Wood Product Manufacturing
321113 Sawmills
321114 Wood Preservation
321211 Hardwood Veneer and Plywood Manufacturing
321212 Softwood Veneer and Plywood Manufacturing
321215 Engineered Wood Member Manufacturing
321219 Reconstituted Wood Product Manufacturing
321911 Wood Window and Door Manufacturing
321912 Cut Stock, Resawing Lumber, and Planing
321918 Other Millwork (including Flooring)
321920 Wood Container and Pallet Manufacturing
321991 Manufactured Home (Mobile Home) Manufacturing
321992 Prefabricated Wood Building Manufacturing
321999 All Other Miscellaneous Wood Product Manufacturing 322 Paper Manufacturing
322110 Pulp Mills
322120 Paper Mills
322130 Paperboard Mills
322211 Corrugated and Solid Fiber Box Manufacturing
322212 Folding Paperboard Box Manufacturing
322219 Other Paperboard Container Manufacturing
322220 Paper Bag and Coated and Treated Paper Manufacturing 322230 Stationery Product Manufacturing
322291 Sanitary Paper Product Manufacturing
322299 All Other Converted Paper Product Manufacturing
323 Printing and Related Support Activities
323111 Commercial Printing (except Screen and Books)
323113 Commercial Screen Printing
323117 Books Printing
323120 Support Activities for Printing
324 Petroleum and Coal Products Manufacturing
324110 Petroleum Refineries
324121 Asphalt Paving Mixture and Block Manufacturing
324122 Asphalt Shingle and Coating Materials Manufacturing 324191 Petroleum Lubricating Oil and Grease Manufacturing 324199 All Other Petroleum and Coal Products Manufacturing 325 Chemical Manufacturing
325110 Petrochemical Manufacturing
325120 Industrial Gas Manufacturing
325130 Synthetic Dye and Pigment Manufacturing
325180 Other Basic Inorganic Chemical Manufacturing
325193 Ethyl Alcohol Manufacturing
325194 Cyclic Crude, Intermediate, and Gum and Wood Chemical Manufacturing 325199 All Other Basic Organic Chemical Manufacturing
325211 Plastics Material and Resin Manufacturing
325212 Synthetic Rubber Manufacturing
325220 Artificial and Synthetic Fibers and Filaments Manufacturing 325311 Nitrogenous Fertilizer Manufacturing
325312 Phosphatic Fertilizer Manufacturing
325314 Fertilizer (Mixing Only) Manufacturing
325315 Compost Manufacturing
325320 Pesticide and Other Agricultural Chemical Manufacturing 325411 Medicinal and Botanical Manufacturing
325412 Pharmaceutical Preparation Manufacturing
325413 In-Vitro Diagnostic Substance Manufacturing
325414 Biological Product (except Diagnostic) Manufacturing 325510 Paint and Coating Manufacturing
325520 Adhesive Manufacturing
325611 Soap and Other Detergent Manufacturing
325612 Polish and Other Sanitation Good Manufacturing
325613 Surface Active Agent Manufacturing
325620 Toilet Preparation Manufacturing
325910 Printing Ink Manufacturing
325920 Explosives Manufacturing
325991 Custom Compounding of Purchased Resins
325992 Photographic Film, Paper, Plate, Chemical, and Copy Toner Manufacturing 325998 All Other Miscellaneous Chemical Product and Preparation Manufacturing 326 Plastics and Rubber Products Manufacturing
326111 Plastics Bag and Pouch Manufacturing
326112 Plastics Packaging Film and Sheet (including Laminated) Manufacturing 326113 Unlaminated Plastics Film and Sheet (except Packaging) Manufacturing 326121 Unlaminated Plastics Profile Shape Manufacturing 326122 Plastics Pipe and Pipe Fitting Manufacturing
326130 Laminated Plastics Plate, Sheet (except Packaging), and Shape Manufacturing 326140 Polystyrene Foam Product Manufacturing
326150 Urethane and Other Foam Product (except Polystyrene) Manufacturing 326160 Plastics Bottle Manufacturing
326191 Plastics Plumbing Fixture Manufacturing
326199 All Other Plastics Product Manufacturing
326211 Tire Manufacturing (except Retreading)
326212 Tire Retreading
326220 Rubber and Plastics Hoses and Belting Manufacturing 326291 Rubber Product Manufacturing for Mechanical Use
326299 All Other Rubber Product Manufacturing
327 Nonmetallic Mineral Product Manufacturing
327110 Pottery, Ceramics, and Plumbing Fixture Manufacturing 327120 Clay Building Material and Refractories Manufacturing 327211 Flat Glass Manufacturing
327212 Other Pressed and Blown Glass and Glassware Manufacturing 327213 Glass Container Manufacturing
327215 Glass Product Manufacturing Made of Purchased Glass 327310 Cement Manufacturing
327320 Ready-Mix Concrete Manufacturing
327331 Concrete Block and Brick Manufacturing
327332 Concrete Pipe Manufacturing
327390 Other Concrete Product Manufacturing
327410 Lime Manufacturing
327420 Gypsum Product Manufacturing
327910 Abrasive Product Manufacturing
327991 Cut Stone and Stone Product Manufacturing
327992 Ground or Treated Mineral and Earth Manufacturing 327993 Mineral Wool Manufacturing
327999 All Other Miscellaneous Nonmetallic Mineral Product Manufacturing 547
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
331 Primary Metal Manufacturing
331110 Iron and Steel Mills and Ferroalloy Manufacturing 331210 Iron and Steel Pipe and Tube Manufacturing from Purchased Steel 331221 Rolled Steel Shape Manufacturing
331222 Steel Wire Drawing
331313 Alumina Refining and Primary Aluminum Production 331314 Secondary Smelting and Alloying of Aluminum
331315 Aluminum Sheet, Plate, and Foil Manufacturing
331318 Other Aluminum Rolling, Drawing, and Extruding
331410 Nonferrous Metal (except Aluminum) Smelting and Refining 331420 Copper Rolling, Drawing, Extruding, and Alloying 331491 Nonferrous Metal (except Copper and Aluminum) Rolling, Drawing, and Extruding 331492 Secondary Smelting, Refining, and Alloying of Nonferrous Metal (except Copper and Aluminum) 331511 Iron Foundries
331512 Steel Investment Foundries
331513 Steel Foundries (except Investment)
331523 Nonferrous Metal Die-Casting Foundries
331524 Aluminum Foundries (except Die-Casting)
331529 Other Nonferrous Metal Foundries (except Die-Casting) 332 Fabricated Metal Product Manufacturing
332111 Iron and Steel Forging
332112 Nonferrous Forging
332114 Custom Roll Forming
332117 Powder Metallurgy Part Manufacturing
332119 Metal Crown, Closure, and Other Metal Stamping (except Automotive) 332215 Metal Kitchen Cookware, Utensil, Cutlery, and Flatware (except Precious) Manufacturing 332216 Saw Blade and Handtool Manufacturing
332311 Prefabricated Metal Building and Component Manufacturing 332312 Fabricated Structural Metal Manufacturing
332313 Plate Work Manufacturing
332321 Metal Window and Door Manufacturing
332322 Sheet Metal Work Manufacturing
332323 Ornamental and Architectural Metal Work Manufacturing 332410 Power Boiler and Heat Exchanger Manufacturing
332420 Metal Tank (Heavy Gauge) Manufacturing
332431 Metal Can Manufacturing
332439 Other Metal Container Manufacturing
332510 Hardware Manufacturing
332613 Spring Manufacturing
332618 Other Fabricated Wire Product Manufacturing
332710 Machine Shops
332721 Precision Turned Product Manufacturing
332722 Bolt, Nut, Screw, Rivet, and Washer Manufacturing 332811 Metal Heat Treating
332812 Metal Coating, Engraving (except Jewelry and Silverware), and Allied Services to Manufacturers 332813 Electroplating, Plating, Polishing, Anodizing, and Coloring 332911 Industrial Valve Manufacturing
332912 Fluid Power Valve and Hose Fitting Manufacturing 332913 Plumbing Fixture Fitting and Trim Manufacturing
332919 Other Metal Valve and Pipe Fitting Manufacturing 332991 Ball and Roller Bearing Manufacturing
332992 Small Arms Ammunition Manufacturing
332993 Ammunition (except Small Arms) Manufacturing
332994 Small Arms, Ordnance, and Ordnance Accessories Manufacturing 332996 Fabricated Pipe and Pipe Fitting Manufacturing
332999 All Other Miscellaneous Fabricated Metal Product Manufacturing 333 Machinery Manufacturing
333111 Farm Machinery and Equipment Manufacturing
333112 Lawn and Garden Tractor and Home Lawn and Garden Equipment Manufacturing 333120 Construction Machinery Manufacturing
333131 Mining Machinery and Equipment Manufacturing
333132 Oil and Gas Field Machinery and Equipment Manufacturing 333241 Food Product Machinery Manufacturing
333242 Semiconductor Machinery Manufacturing
333243 Sawmill, Woodworking, and Paper Machinery Manufacturing 333248 All Other Industrial Machinery Manufacturing
333310 Commercial and Service Industry Machinery Manufacturing 333413 Industrial and Commercial Fan and Blower and Air Purification Equipment Manufacturing 333414 Heating Equipment (except Warm Air Furnaces) Manufacturing 333415 Air-Conditioning and Warm Air Heating Equipment and Commercial and Industrial Refrigeration Equipment Manufacturing 333511 Industrial Mold Manufacturing
333514 Special Die and Tool, Die Set, Jig, and Fixture Manufacturing 333515 Cutting Tool and Machine Tool Accessory Manufacturing 333517 Machine Tool Manufacturing
333519 Rolling Mill and Other Metalworking Machinery Manufacturing 333611 Turbine and Turbine Generator Set Units Manufacturing 333612 Speed Changer, Industrial High-Speed Drive, and Gear Manufacturing 333613 Mechanical Power Transmission Equipment Manufacturing 333618 Other Engine Equipment Manufacturing
333912 Air and Gas Compressor Manufacturing
333914 Measuring, Dispensing, and Other Pumping Equipment Manufacturing 333921 Elevator and Moving Stairway Manufacturing
333922 Conveyor and Conveying Equipment Manufacturing
333923 Overhead Traveling Crane, Hoist, and Monorail System Manufacturing 333924 Industrial Truck, Tractor, Trailer, and Stacker Machinery Manufacturing 333991 Power-Driven Handtool Manufacturing
333992 Welding and Soldering Equipment Manufacturing
333993 Packaging Machinery Manufacturing
333994 Industrial Process Furnace and Oven Manufacturing 333995 Fluid Power Cylinder and Actuator Manufacturing
333996 Fluid Power Pump and Motor Manufacturing
333998 All Other Miscellaneous General Purpose Machinery Manufacturing 334 Computer and Electronic Product Manufacturing
334111 Electronic Computer Manufacturing
334112 Computer Storage Device Manufacturing
334118 Computer Terminal and Other Computer Peripheral Equipment Manufacturing 334210 Telephone Apparatus Manufacturing
334220 Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing 334290 Other Communications Equipment Manufacturing
334310 Audio and Video Equipment Manufacturing
334412 Bare Printed Circuit Board Manufacturing
334413 Semiconductor and Related Device Manufacturing
334416 Capacitor, Resistor, Coil, Transformer, and Other Inductor Manufacturing 334417 Electronic Connector Manufacturing
334418 Printed Circuit Assembly (Electronic Assembly) Manufacturing 334419 Other Electronic Component Manufacturing
334510 Electromedical and Electrotherapeutic Apparatus Manufacturing 334511 Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing 334512 Automatic Environmental Control Manufacturing for Residential, Commercial, and Appliance Use 334513 Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables 334514 Totalizing Fluid Meter and Counting Device Manufacturing 334515 Instrument Manufacturing for Measuring and Testing Electricity and Electrical Signals 334516 Analytical Laboratory Instrument Manufacturing
334517 Irradiation Apparatus Manufacturing
334519 Other Measuring and Controlling Device Manufacturing 334610 Manufacturing and Reproducing Magnetic and Optical Media 548
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
335 Electrical Equipment, Appliance, and Component Manufacturing 335131 Residential Electric Lighting Fixture Manufacturing 335132 Commercial, Industrial, and Institutional Electric Lighting Fixture Manufacturing 335139 Electric Lamp Bulb and Other Lighting Equipment Manufacturing 335210 Small Electrical Appliance Manufacturing
335220 Major Household Appliance Manufacturing
335311 Power, Distribution, and Specialty Transformer Manufacturing 335312 Motor and Generator Manufacturing
335313 Switchgear and Switchboard Apparatus Manufacturing 335314 Relay and Industrial Control Manufacturing
335910 Battery Manufacturing
335921 Fiber Optic Cable Manufacturing
335929 Other Communication and Energy Wire Manufacturing 335931 Current-Carrying Wiring Device Manufacturing
335932 Noncurrent-Carrying Wiring Device Manufacturing
335991 Carbon and Graphite Product Manufacturing
335999 All Other Miscellaneous Electrical Equipment and Component Manufacturing 336 Transportation Equipment Manufacturing
336110 Automobile and Light Duty Motor Vehicle Manufacturing 336120 Heavy Duty Truck Manufacturing
336211 Motor Vehicle Body Manufacturing
336212 Truck Trailer Manufacturing
336213 Motor Home Manufacturing
336214 Travel Trailer and Camper Manufacturing
336310 Motor Vehicle Gasoline Engine and Engine Parts Manufacturing 336320 Motor Vehicle Electrical and Electronic Equipment Manufacturing 336330 Motor Vehicle Steering and Suspension Components (except Spring) Manufacturing 336340 Motor Vehicle Brake System Manufacturing
336350 Motor Vehicle Transmission and Power Train Parts Manufacturing 336360 Motor Vehicle Seating and Interior Trim Manufacturing 336370 Motor Vehicle Metal Stamping
336390 Other Motor Vehicle Parts Manufacturing
336411 Aircraft Manufacturing
336412 Aircraft Engine and Engine Parts Manufacturing
336413 Other Aircraft Parts and Auxiliary Equipment Manufacturing 336414 Guided Missile and Space Vehicle Manufacturing
336415 Guided Missile and Space Vehicle Propulsion Unit and Propulsion Unit Parts Manufacturing 336419 Other Guided Missile and Space Vehicle Parts and Auxiliary Equipment Manufacturing 336510 Railroad Rolling Stock Manufacturing
336611 Ship Building and Repairing
336612 Boat Building
336991 Motorcycle, Bicycle, and Parts Manufacturing
336992 Military Armored Vehicle, Tank, and Tank Component Manufacturing 336999 All Other Transportation Equipment Manufacturing 337 Furniture and Related Product Manufacturing
337110 Wood Kitchen Cabinet and Countertop Manufacturing 337121 Upholstered Household Furniture Manufacturing
337122 Nonupholstered Wood Household Furniture Manufacturing 337126 Household Furniture (except Wood and Upholstered) Manufacturing 337127 Institutional Furniture Manufacturing
337211 Wood Office Furniture Manufacturing
337212 Custom Architectural Woodwork and Millwork Manufacturing 337214 Office Furniture (except Wood) Manufacturing
337215 Showcase, Partition, Shelving, and Locker Manufacturing 337910 Mattress Manufacturing
337920 Blind and Shade Manufacturing
339 Miscellaneous Manufacturing
339112 Surgical and Medical Instrument Manufacturing
339113 Surgical Appliance and Supplies Manufacturing
339114 Dental Equipment and Supplies Manufacturing
339115 Ophthalmic Goods Manufacturing
339116 Dental Laboratories
339910 Jewelry and Silverware Manufacturing
339920 Sporting and Athletic Goods Manufacturing
339930 Doll, Toy, and Game Manufacturing
339940 Office Supplies (except Paper) Manufacturing
339950 Sign Manufacturing
339991 Gasket, Packing, and Sealing Device Manufacturing 339992 Musical Instrument Manufacturing
339993 Fastener, Button, Needle, and Pin Manufacturing
339994 Broom, Brush, and Mop Manufacturing
339995 Burial Casket Manufacturing
339999 All Other Miscellaneous Manufacturing
Wholesale Trade
42 Wholesale Trade
423 Merchant Wholesalers, Durable Goods
423110 Automobile and Other Motor Vehicle Merchant Wholesalers 423120 Motor Vehicle Supplies and New Parts Merchant Wholesalers 423130 Tire and Tube Merchant Wholesalers
423140 Motor Vehicle Parts (Used) Merchant Wholesalers
423210 Furniture Merchant Wholesalers
423220 Home Furnishing Merchant Wholesalers
423310 Lumber, Plywood, Millwork, and Wood Panel Merchant Wholesalers 423320 Brick, Stone, and Related Construction Material Merchant Wholesalers 423330 Roofing, Siding, and Insulation Material Merchant Wholesalers 423390 Other Construction Material Merchant Wholesalers 423410 Photographic Equipment and Supplies Merchant Wholesalers 423420 Office Equipment Merchant Wholesalers
423430 Computer and Computer Peripheral Equipment and Software Merchant Wholesalers 423440 Other Commercial Equipment Merchant Wholesalers
423450 Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers 423460 Ophthalmic Goods Merchant Wholesalers
423490 Other Professional Equipment and Supplies Merchant Wholesalers 423510 Metal Service Centers and Other Metal Merchant Wholesalers 423520 Coal and Other Mineral and Ore Merchant Wholesalers 423610 Electrical Apparatus and Equipment, Wiring Supplies, and Related Equipment Merchant Wholesalers 423620 Household Appliances, Electric Housewares, and Consumer Electronics Merchant Wholesalers 423690 Other Electronic Parts and Equipment Merchant Wholesalers 423710 Hardware Merchant Wholesalers
423720 Plumbing and Heating Equipment and Supplies (Hydronics) Merchant Wholesalers 423730 Warm Air Heating and Air-Conditioning Equipment and Supplies Merchant Wholesalers 423740 Refrigeration Equipment and Supplies Merchant Wholesalers 423810 Construction and Mining (except Oil Well) Machinery and Equipment Merchant Wholesalers 423820 Farm and Garden Machinery and Equipment Merchant Wholesalers 423830 Industrial Machinery and Equipment Merchant Wholesalers 423840 Industrial Supplies Merchant Wholesalers
423850 Service Establishment Equipment and Supplies Merchant Wholesalers 423860 Transportation Equipment and Supplies (except Motor Vehicle) Merchant Wholesalers 423910 Sporting and Recreational Goods and Supplies Merchant Wholesalers 423920 Toy and Hobby Goods and Supplies Merchant Wholesalers 423930 Recyclable Material Merchant Wholesalers
423940 Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers 423990 Other Miscellaneous Durable Goods Merchant Wholesalers 549
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
424 Merchant Wholesalers, Nondurable Goods
424110 Printing and Writing Paper Merchant Wholesalers
424120 Stationery and Office Supplies Merchant Wholesalers 424130 Industrial and Personal Service Paper Merchant Wholesalers 424210 Drugs and Druggists' Sundries Merchant Wholesalers 424310 Piece Goods, Notions, and Other Dry Goods Merchant Wholesalers 424340 Footwear Merchant Wholesalers
424350 Clothing and Clothing Accessories Merchant Wholesalers 424410 General Line Grocery Merchant Wholesalers
424420 Packaged Frozen Food Merchant Wholesalers
424430 Dairy Product (except Dried or Canned) Merchant Wholesalers 424440 Poultry and Poultry Product Merchant Wholesalers 424450 Confectionery Merchant Wholesalers
424460 Fish and Seafood Merchant Wholesalers
424470 Meat and Meat Product Merchant Wholesalers
424480 Fresh Fruit and Vegetable Merchant Wholesalers
424490 Other Grocery and Related Products Merchant Wholesalers 424510 Grain and Field Bean Merchant Wholesalers
424520 Livestock Merchant Wholesalers
424590 Other Farm Product Raw Material Merchant Wholesalers 424610 Plastics Materials and Basic Forms and Shapes Merchant Wholesalers 424690 Other Chemical and Allied Products Merchant Wholesalers 424710 Petroleum Bulk Stations and Terminals
424720 Petroleum and Petroleum Products Merchant Wholesalers (except Bulk Stations and Terminals) 424810 Beer and Ale Merchant Wholesalers
424820 Wine and Distilled Alcoholic Beverage Merchant Wholesalers 424910 Farm Supplies Merchant Wholesalers
424920 Book, Periodical, and Newspaper Merchant Wholesalers 424930 Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers 424940 Tobacco Product and Electronic Cigarette Merchant Wholesalers 424950 Paint, Varnish, and Supplies Merchant Wholesalers 424990 Other Miscellaneous Nondurable Goods Merchant Wholesalers 425 Wholesale Trade Agents and Brokers
425120 Wholesale Trade Agents and Brokers
Transportation, Warehousing and Utilities
22 Utilities
221 Utilities
221111 Hydroelectric Power Generation
221112 Fossil Fuel Electric Power Generation
221113 Nuclear Electric Power Generation
221114 Solar Electric Power Generation
221115 Wind Electric Power Generation
221116 Geothermal Electric Power Generation
221117 Biomass Electric Power Generation
221118 Other Electric Power Generation
221121 Electric Bulk Power Transmission and Control
221122 Electric Power Distribution
221210 Natural Gas Distribution
221310 Water Supply and Irrigation Systems
221320 Sewage Treatment Facilities
221330 Steam and Air-Conditioning Supply
48-49 Transportation and Warehousing
481 Air Transportation
481111 Scheduled Passenger Air Transportation
481112 Scheduled Freight Air Transportation
481211 Nonscheduled Chartered Passenger Air Transportation 481212 Nonscheduled Chartered Freight Air Transportation 481219 Other Nonscheduled Air Transportation
482 Rail Transportation
482111 Line-Haul Railroads
482112 Short Line Railroads
483 Water Transportation
483111 Deep Sea Freight Transportation
483112 Deep Sea Passenger Transportation
483113 Coastal and Great Lakes Freight Transportation
483114 Coastal and Great Lakes Passenger Transportation 483211 Inland Water Freight Transportation
483212 Inland Water Passenger Transportation
484 Truck Transportation
484110 General Freight Trucking, Local
484121 General Freight Trucking, Long-Distance, Truckload 484122 General Freight Trucking, Long-Distance, Less Than Truckload 484210 Used Household and Office Goods Moving
484220 Specialized Freight (except Used Goods) Trucking, Local 484230 Specialized Freight (except Used Goods) Trucking, Long-Distance 485 Transit and Ground Passenger Transportation
485111 Mixed Mode Transit Systems
485112 Commuter Rail Systems
485113 Bus and Other Motor Vehicle Transit Systems
485119 Other Urban Transit Systems
485210 Interurban and Rural Bus Transportation
485310 Taxi and Ridesharing Services
485320 Limousine Service
485410 School and Employee Bus Transportation
485510 Charter Bus Industry
485991 Special Needs Transportation
485999 All Other Transit and Ground Passenger Transportation 486 Pipeline Transportation
486110 Pipeline Transportation of Crude Oil
486210 Pipeline Transportation of Natural Gas
486910 Pipeline Transportation of Refined Petroleum Products 486990 All Other Pipeline Transportation
487 Scenic and Sightseeing Transportation
487110 Scenic and Sightseeing Transportation, Land
487210 Scenic and Sightseeing Transportation, Water
487990 Scenic and Sightseeing Transportation, Other
488 Support Activities for Transportation
488111 Air Traffic Control
488119 Other Airport Operations
488190 Other Support Activities for Air Transportation
488210 Support Activities for Rail Transportation
488310 Port and Harbor Operations
488320 Marine Cargo Handling
488330 Navigational Services to Shipping
488390 Other Support Activities for Water Transportation 488410 Motor Vehicle Towing
488490 Other Support Activities for Road Transportation 488510 Freight Transportation Arrangement
488991 Packing and Crating
488999 All Other Support Activities for Transportation
491 Postal Service
491110 Postal Service
492 Couriers and Messengers
492110 Couriers and Express Delivery Services
492210 Local Messengers and Local Delivery
493 Warehousing and Storage
493110 General Warehousing and Storage
493120 Refrigerated Warehousing and Storage
493130 Farm Product Warehousing and Storage
493190 Other Warehousing and Storage
550
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Retail
Retail Trade
44-45 Retail Trade
441 Motor Vehicle and Parts Dealers
441110 New Car Dealers
441120 Used Car Dealers
441210 Recreational Vehicle Dealers
441222 Boat Dealers
441227 Motorcycle, ATV, and All Other Motor Vehicle Dealers 441330 Automotive Parts and Accessories Retailers
441340 Tire Dealers
444 Building Material and Garden Equipment and Supplies Dealers 444110 Home Centers
444120 Paint and Wallpaper Retailers
444140 Hardware Retailers
444180 Other Building Material Dealers
444230 Outdoor Power Equipment Retailers
444240 Nursery, Garden Center, and Farm Supply Retailers 445 Food and Beverage Retailers
445110 Supermarkets and Other Grocery Retailers (except Convenience Retailers) 445131 Convenience Retailers
445132 Vending Machine Operators
445230 Fruit and Vegetable Retailers
445240 Meat Retailers
445250 Fish and Seafood Retailers
445291 Baked Goods Retailers
445292 Confectionery and Nut Retailers
445298 All Other Specialty Food Retailers
445320 Beer, Wine, and Liquor Retailers
449 Furniture, Home Furnishings, Electronics, and Appliance Retailers 449110 Furniture Retailers
449121 Floor Covering Retailers
449122 Window Treatment Retailers
449129 All Other Home Furnishings Retailers
449210 Electronics and Appliance Retailers
455 General Merchandise Retailers
455110 Department Stores
455211 Warehouse Clubs and Supercenters
455219 All Other General Merchandise Retailers
456 Health and Personal Care Retailers
456110 Pharmacies and Drug Retailers
456120 Cosmetics, Beauty Supplies, and Perfume Retailers 456130 Optical Goods Retailers
456191 Food (Health) Supplement Retailers
456199 All Other Health and Personal Care Retailers
457 Gasoline Stations and Fuel Dealers
457110 Gasoline Stations with Convenience Stores
457120 Other Gasoline Stations
457210 Fuel Dealers
458 Clothing, Clothing Accessories, Shoe, and Jewelry Retailers 458110 Clothing and Clothing Accessories Retailers
458210 Shoe Retailers
458310 Jewelry Retailers
458320 Luggage and Leather Goods Retailers
459 Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers 459110 Sporting Goods Retailers
459120 Hobby, Toy, and Game Retailers
459130 Sewing, Needlework, and Piece Goods Retailers
459140 Musical Instrument and Supplies Retailers
459210 Book Retailers and News Dealers
459310 Florists
459410 Office Supplies and Stationery Retailers
459420 Gift, Novelty, and Souvenir Retailers
459510 Used Merchandise Retailers
459910 Pet and Pet Supplies Retailers
459920 Art Dealers
459930 Manufactured (Mobile) Home Dealers
459991 Tobacco, Electronic Cigarette, and Other Smoking Supplies Retailers 459999 All Other Miscellaneous Retailers
551
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Service
Information
51 Information
512 Motion Picture and Sound Recording Industries
512110 Motion Picture and Video Production
512120 Motion Picture and Video Distribution
512131 Motion Picture Theaters (except Drive-Ins)
512132 Drive-In Motion Picture Theaters
512191 Teleproduction and Other Postproduction Services 512199 Other Motion Picture and Video Industries
512230 Music Publishers
512240 Sound Recording Studios
512250 Record Production and Distribution
512290 Other Sound Recording Industries
513 Publishing Industries
513110 Newspaper Publishers
513120 Periodical Publishers
513130 Book Publishers
513140 Directory and Mailing List Publishers
513191 Greeting Card Publishers
513199 All Other Publishers
513210 Software Publishers
516 Broadcasting and Content Providers
516110 Radio Broadcasting Stations
516120 Television Broadcasting Stations
516210 Media Streaming Distribution Services, Social Networks, and Other Media Networks and Content Providers 517 Telecommunications
517111 Wired Telecommunications Carriers
517112 Wireless Telecommunications Carriers (except Satellite) 517121 Telecommunications Resellers
517122 Agents for Wireless Telecommunications Services
517410 Satellite Telecommunications
517810 All Other Telecommunications
518 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 518210 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 519 Web Search Portals, Libraries, Archives, and Other Information Services 519210 Libraries and Archives
519290 Web Search Portals and All Other Information Services Financial Activities
52 Finance and Insurance
521 Monetary Authorities-Central Bank
521110 Monetary Authorities-Central Bank
522 Credit Intermediation and Related Activities
522110 Commercial Banking
522130 Credit Unions
522180 Savings Institutions and Other Depository Credit Intermediation 522210 Credit Card Issuing
522220 Sales Financing
522291 Consumer Lending
522292 Real Estate Credit
522299 International, Secondary Market, and All Other Nondepository Credit Intermediation 522310 Mortgage and Nonmortgage Loan Brokers
522320 Financial Transactions Processing, Reserve, and Clearinghouse Activities 522390 Other Activities Related to Credit Intermediation 523 Securities, Commodity Contracts, and Other Financial Investments and Related Activities 523150 Investment Banking and Securities Intermediation 523160 Commodity Contracts Intermediation
523210 Securities and Commodity Exchanges
523910 Miscellaneous Intermediation
523940 Portfolio Management and Investment Advice
523991 Trust, Fiduciary, and Custody Activities
523999 Miscellaneous Financial Investment Activities
524 Insurance Carriers and Related Activities
524113 Direct Life Insurance Carriers
524114 Direct Health and Medical Insurance Carriers
524126 Direct Property and Casualty Insurance Carriers
524127 Direct Title Insurance Carriers
524128 Other Direct Insurance (except Life, Health, and Medical) Carriers 524130 Reinsurance Carriers
524210 Insurance Agencies and Brokerages
524291 Claims Adjusting
524292 Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds 524298 All Other Insurance Related Activities
525 Funds, Trusts, and Other Financial Vehicles
525110 Pension Funds
525120 Health and Welfare Funds
525190 Other Insurance Funds
525910 Open-End Investment Funds
525920 Trusts, Estates, and Agency Accounts
525990 Other Financial Vehicles
53 Real Estate and Rental and Leasing
531 Real Estate
531110 Lessors of Residential Buildings and Dwellings
531120 Lessors of Nonresidential Buildings (except Miniwarehouses) 531130 Lessors of Miniwarehouses and Self-Storage Units 531190 Lessors of Other Real Estate Property
531210 Offices of Real Estate Agents and Brokers
531311 Residential Property Managers
531312 Nonresidential Property Managers
531320 Offices of Real Estate Appraisers
531390 Other Activities Related to Real Estate
532 Rental and Leasing Services
532111 Passenger Car Rental
532112 Passenger Car Leasing
532120 Truck, Utility Trailer, and RV (Recreational Vehicle) Rental and Leasing 532210 Consumer Electronics and Appliances Rental
532281 Formal Wear and Costume Rental
532282 Video Tape and Disc Rental
532283 Home Health Equipment Rental
532284 Recreational Goods Rental
532289 All Other Consumer Goods Rental
532310 General Rental Centers
532411 Commercial Air, Rail, and Water Transportation Equipment Rental and Leasing 532412 Construction, Mining, and Forestry Machinery and Equipment Rental and Leasing 532420 Office Machinery and Equipment Rental and Leasing 532490 Other Commercial and Industrial Machinery and Equipment Rental and Leasing 533 Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) 533110 Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) 552
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Professional and Business Services
54 Professional, Scientific, and Technical Services
541 Professional, Scientific, and Technical Services
541110 Offices of Lawyers
541120 Offices of Notaries
541191 Title Abstract and Settlement Offices
541199 All Other Legal Services
541211 Offices of Certified Public Accountants
541213 Tax Preparation Services
541214 Payroll Services
541219 Other Accounting Services
541310 Architectural Services
541320 Landscape Architectural Services
541330 Engineering Services
541340 Drafting Services
541350 Building Inspection Services
541360 Geophysical Surveying and Mapping Services
541370 Surveying and Mapping (except Geophysical) Services 541380 Testing Laboratories and Services
541410 Interior Design Services
541420 Industrial Design Services
541430 Graphic Design Services
541490 Other Specialized Design Services
541511 Custom Computer Programming Services
541512 Computer Systems Design Services
541513 Computer Facilities Management Services
541519 Other Computer Related Services
541611 Administrative Management and General Management Consulting Services 541612 Human Resources Consulting Services
541613 Marketing Consulting Services
541614 Process, Physical Distribution, and Logistics Consulting Services 541618 Other Management Consulting Services
541620 Environmental Consulting Services
541690 Other Scientific and Technical Consulting Services 541713 Research and Development in Nanotechnology
541714 Research and Development in Biotechnology (except Nanobiotechnology) 541715 Research and Development in the Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechnology) 541720 Research and Development in the Social Sciences and Humanities 541810 Advertising Agencies
541820 Public Relations Agencies
541830 Media Buying Agencies
541840 Media Representatives
541850 Indoor and Outdoor Display Advertising
541860 Direct Mail Advertising
541870 Advertising Material Distribution Services
541890 Other Services Related to Advertising
541910 Marketing Research and Public Opinion Polling
541921 Photography Studios, Portrait
541922 Commercial Photography
541930 Translation and Interpretation Services
541940 Veterinary Services
541990 All Other Professional, Scientific, and Technical Services 55 Management of Companies and Enterprises
551 Management of Companies and Enterprises
551111 Offices of Bank Holding Companies
551112 Offices of Other Holding Companies
551114 Corporate, Subsidiary, and Regional Managing Offices 56 Administrative and Support and Waste Management and Remediation Services 561 Administrative and Support Services
561110 Office Administrative Services
561210 Facilities Support Services
561311 Employment Placement Agencies
561312 Executive Search Services
561320 Temporary Help Services
561330 Professional Employer Organizations
561410 Document Preparation Services
561421 Telephone Answering Services
561422 Telemarketing Bureaus and Other Contact Centers
561431 Private Mail Centers
561439 Other Business Service Centers (including Copy Shops) 561440 Collection Agencies
561450 Credit Bureaus
561491 Repossession Services
561492 Court Reporting and Stenotype Services
561499 All Other Business Support Services
561510 Travel Agencies
561520 Tour Operators
561591 Convention and Visitors Bureaus
561599 All Other Travel Arrangement and Reservation Services 561611 Investigation and Personal Background Check Services 561612 Security Guards and Patrol Services
561613 Armored Car Services
561621 Security Systems Services (except Locksmiths)
561622 Locksmiths
561710 Exterminating and Pest Control Services
561720 Janitorial Services
561730 Landscaping Services
561740 Carpet and Upholstery Cleaning Services
561790 Other Services to Buildings and Dwellings
561910 Packaging and Labeling Services
561920 Convention and Trade Show Organizers
561990 All Other Support Services
562 Waste Management and Remediation Services
562111 Solid Waste Collection
562112 Hazardous Waste Collection
562119 Other Waste Collection
562211 Hazardous Waste Treatment and Disposal
562212 Solid Waste Landfill
562213 Solid Waste Combustors and Incinerators
562219 Other Nonhazardous Waste Treatment and Disposal
562910 Remediation Services
562920 Materials Recovery Facilities
562991 Septic Tank and Related Services
562998 All Other Miscellaneous Waste Management Services 553
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Education and Health Services
61 Educational Services
611 Educational Services
611110 Elementary and Secondary Schools
611210 Junior Colleges
611310 Colleges, Universities, and Professional Schools 611410 Business and Secretarial Schools
611420 Computer Training
611430 Professional and Management Development Training 611511 Cosmetology and Barber Schools
611512 Flight Training
611513 Apprenticeship Training
611519 Other Technical and Trade Schools
611610 Fine Arts Schools
611620 Sports and Recreation Instruction
611630 Language Schools
611691 Exam Preparation and Tutoring
611692 Automobile Driving Schools
611699 All Other Miscellaneous Schools and Instruction
611710 Educational Support Services
62 Health Care and Social Assistance
621 Ambulatory Health Care Services
621111 Offices of Physicians (except Mental Health Specialists) 621112 Offices of Physicians, Mental Health Specialists 621210 Offices of Dentists
621310 Offices of Chiropractors
621320 Offices of Optometrists
621330 Offices of Mental Health Practitioners (except Physicians) 621340 Offices of Physical, Occupational and Speech Therapists, and Audiologists 621391 Offices of Podiatrists
621399 Offices of All Other Miscellaneous Health Practitioners 621410 Family Planning Centers
621420 Outpatient Mental Health and Substance Abuse Centers 621491 HMO Medical Centers
621492 Kidney Dialysis Centers
621493 Freestanding Ambulatory Surgical and Emergency Centers 621498 All Other Outpatient Care Centers
621511 Medical Laboratories
621512 Diagnostic Imaging Centers
621610 Home Health Care Services
621910 Ambulance Services
621991 Blood and Organ Banks
621999 All Other Miscellaneous Ambulatory Health Care Services 622 Hospitals
622110 General Medical and Surgical Hospitals
622210 Psychiatric and Substance Abuse Hospitals
622310 Specialty (except Psychiatric and Substance Abuse) Hospitals 623 Nursing and Residential Care Facilities
623110 Nursing Care Facilities (Skilled Nursing Facilities) 623210 Residential Intellectual and Developmental Disability Facilities 623220 Residential Mental Health and Substance Abuse Facilities 623311 Continuing Care Retirement Communities
623312 Assisted Living Facilities for the Elderly
623990 Other Residential Care Facilities
624 Social Assistance
624110 Child and Youth Services
624120 Services for the Elderly and Persons with Disabilities 624190 Other Individual and Family Services
624210 Community Food Services
624221 Temporary Shelters
624229 Other Community Housing Services
624230 Emergency and Other Relief Services
624310 Vocational Rehabilitation Services
624410 Child Care Services
Leisure and Hospitality
71 Arts, Entertainment, and Recreation
711 Performing Arts, Spectator Sports, and Related Industries 711110 Theater Companies and Dinner Theaters
711120 Dance Companies
711130 Musical Groups and Artists
711190 Other Performing Arts Companies
711211 Sports Teams and Clubs
711212 Racetracks
711219 Other Spectator Sports
711310 Promoters of Performing Arts, Sports, and Similar Events with Facilities 711320 Promoters of Performing Arts, Sports, and Similar Events without Facilities 711410 Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures 711510 Independent Artists, Writers, and Performers
712 Museums, Historical Sites, and Similar Institutions 712110 Museums
712120 Historical Sites
712130 Zoos and Botanical Gardens
712190 Nature Parks and Other Similar Institutions
713 Amusement, Gambling, and Recreation Industries
713110 Amusement and Theme Parks
713120 Amusement Arcades
713210 Casinos (except Casino Hotels)
713290 Other Gambling Industries
713910 Golf Courses and Country Clubs
713920 Skiing Facilities
713930 Marinas
713940 Fitness and Recreational Sports Centers
713950 Bowling Centers
713990 All Other Amusement and Recreation Industries
554
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
72 Accommodation and Food Services
721 Accommodation
721110 Hotels (except Casino Hotels) and Motels
721120 Casino Hotels
721191 Bed-and-Breakfast Inns
721199 All Other Traveler Accommodation
721211 RV (Recreational Vehicle) Parks and Campgrounds
721214 Recreational and Vacation Camps (except Campgrounds) 721310 Rooming and Boarding Houses, Dormitories, and Workers' Camps 722 Food Services and Drinking Places
722310 Food Service Contractors
722320 Caterers
722330 Mobile Food Services
722410 Drinking Places (Alcoholic Beverages)
722511 Full-Service Restaurants
722513 Limited-Service Restaurants
722514 Cafeterias, Grill Buffets, and Buffets
722515 Snack and Nonalcoholic Beverage Bars
Other Service
81 Other Services (except Public Administration)
811 Repair and Maintenance
811111 General Automotive Repair
811114 Specialized Automotive Repair
811121 Automotive Body, Paint, and Interior Repair and Maintenance 811122 Automotive Glass Replacement Shops
811191 Automotive Oil Change and Lubrication Shops
811192 Car Washes
811198 All Other Automotive Repair and Maintenance
811210 Electronic and Precision Equipment Repair and Maintenance 811310 Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance 811411 Home and Garden Equipment Repair and Maintenance 811412 Appliance Repair and Maintenance
811420 Reupholstery and Furniture Repair
811430 Footwear and Leather Goods Repair
811490 Other Personal and Household Goods Repair and Maintenance 812 Personal and Laundry Services
812111 Barber Shops
812112 Beauty Salons
812113 Nail Salons
812191 Diet and Weight Reducing Centers
812199 Other Personal Care Services
812210 Funeral Homes and Funeral Services
812220 Cemeteries and Crematories
812310 Coin-Operated Laundries and Drycleaners
812320 Drycleaning and Laundry Services (except Coin-Operated) 812331 Linen Supply
812332 Industrial Launderers
812910 Pet Care (except Veterinary) Services
812921 Photofinishing Laboratories (except One-Hour)
812922 One-Hour Photofinishing
812930 Parking Lots and Garages
812990 All Other Personal Services
813 Religious, Grantmaking, Civic, Professional, and Similar Organizations 813110 Religious Organizations
813211 Grantmaking Foundations
813212 Voluntary Health Organizations
813219 Other Grantmaking and Giving Services
813311 Human Rights Organizations
813312 Environment, Conservation and Wildlife Organizations 813319 Other Social Advocacy Organizations
813410 Civic and Social Organizations
813910 Business Associations
813920 Professional Organizations
813930 Labor Unions and Similar Labor Organizations
813940 Political Organizations
813990 Other Similar Organizations (except Business, Professional, Labor, and Political Organizations) 814 Private Households
814110 Private Households
555
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Government/Public Sector
Government
92 Public Administration
921 Executive, Legislative, and Other General Government Support 921110 Executive Offices
921120 Legislative Bodies
921130 Public Finance Activities
921140 Executive and Legislative Offices, Combined
921150 American Indian and Alaska Native Tribal Governments 921190 Other General Government Support
922 Justice, Public Order, and Safety Activities
922110 Courts
922120 Police Protection
922130 Legal Counsel and Prosecution
922140 Correctional Institutions
922150 Parole Offices and Probation Offices
922160 Fire Protection
922190 Other Justice, Public Order, and Safety Activities 923 Administration of Human Resource Programs
923110 Administration of Education Programs
923120 Administration of Public Health Programs
923130 Administration of Human Resource Programs (except Education, Public Health, and Veterans' Affairs Programs) 923140 Administration of Veterans' Affairs
924 Administration of Environmental Quality Programs
924110 Administration of Air and Water Resource and Solid Waste Management Programs 924120 Administration of Conservation Programs
925 Administration of Housing Programs, Urban Planning, and Community Development 925110 Administration of Housing Programs
925120 Administration of Urban Planning and Community and Rural Development 926 Administration of Economic Programs
926110 Administration of General Economic Programs
926120 Regulation and Administration of Transportation Programs 926130 Regulation and Administration of Communications, Electric, Gas, and Other Utilities 926140 Regulation of Agricultural Marketing and Commodities 926150 Regulation, Licensing, and Inspection of Miscellaneous Commercial Sectors 927 Space Research and Technology
927110 Space Research and Technology
928 National Security and International Affairs
928110 National Security
928120 International Affairs
Source: SCAG 2020 RTP/SCS
California Employment Development Department (EDD)
US Census Bureau, North American Industry Classification System (NAICS), 2022 556