CITY of ESCONDIDO
Special Meeting/B&C Interviews Agenda
WEDNESDAY, MARCH 30, 2022
4:00 PM – Special Meeting
Escondido City Council Chambers, 201 North Broadway, Escondido, CA 92025
WELCOME TO YOUR CITY COUNCIL MEETING
We welcome your interest and involvement in the legislative process of Escondido. This agenda includes information about topics coming before the City Council and the action recommended by City staff.
MAYOR
Paul McNamara
DEPUTY MAYOR
Tina Inscoe (District 2)
COUNCILMEMBERS
Consuelo Martinez (District 1)
Joe Garcia (District 3)
Michael Morasco (Disctrict 4)
CITY MANAGER
Sean McGlynn
CITY ATTORNEY
Michael McGuinness
CITY CLERK
Zack Beck
HOW TO WATCH
The City of Escondido provides three ways to watch a City Council meeting:
In Person On TV Online
201 N. Broadway Cox Cable Channel 19 and U-verse Channel 99 www.escondido.org 1 Wednesday, March 30, 2022
HOW TO PARTICIPATE
The City of Escondido provides two ways to communicate with the City Council during a meeting:
In Person In Writing
Fill out Speaker Slip and Submit to City Clerk https://escondido-ca.municodemeetings.com
ASSISTANCE PROVIDED
If you need special assistance to participate in this meeting, please contact our ADA Coordinator at 760-839-4869.
Notification 48 hours prior to the meeting will enable to city to make reasonable arrangements to ensure accessibility. Listening devices are available for the hearing impaired – please see the City Clerk. 2 Wednesday, March 30, 2022
SPECIAL MEETING
4:00 PM Special Meeting
MOMENT OF REFLECTION
City Council agendas allow an opportunity for a moment of silence and reflection at the beginning of the evening meeting. The City does not participate in the selection of speakers for this portion of the agenda, and does not endorse or sanction any remar ks made by individuals during this time. If you wish to be recognized during this portion of the agenda, please notify the City Clerk in advance.
FLAG SALUTE
The City Council conducts the Pledge of Allegiance at the beginning of every City Council meeting.
CALL TO ORDER
Roll Call: Garcia, Inscoe, Martinez, Morasco, McNamara
ORAL COMMUNICATIONS
In addition to speaking during particular agenda items, the public may address the Council on any item which is not on the agenda provided the item is within the subject matter jurisdiction of the City Council. State law prohibits the Council from discussing or taking action on such items, but the matter may be referred to the City Manager/staff or scheduled on a subsequent agenda. Speakers are limited to only one opportunity to address the Council under Oral Communications.
CONSENT CALENDAR
Items on the Consent Calendar are not discussed individually and are approved in a single motion. However, Council members always have the option to have an item considered separately, either on their own request or at the request of staff or a member of the public.
1. APPROVAL OF MINUTES: Regular Meetings of March 2, 2022 and March 16, 2022 3 Wednesday, March 30, 2022
2. ANNUAL HOUSING ELEMENT REPORT (PL22-0104) -
Request the City Council review and receive the Housing Element 2021 Annual Progress Report and authorize submittal of the report to the State Office of Planning and Research (“OPR”), the State Department of Housing and Community Development (“HCD”), and the San Diego Association of Governments (“SANDAG”).
Staff Recommendation: Receive and File (Community Development Department: Adam Finestone) Presenter: Veronica Morones
CONSENT RESOLUTIONS AND ORDINANCES (COUNCIL/RRB)
The following Resolutions and Ordinances were heard and acted upon by the City Council/RRB at a previous City Council/Mobilehome Rent Review meeting. (The title of Ordinances listed on the Consent Calendar are deemed to have been read and further reading waived.)
3. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ESCONDIDO, CALIFORNIA, AMENDING THE
ESCONDIDO MUNICIPAL CODE TO PROVIDE FOR CITY COUNCIL ELECTIONS BY DISTRICTS - Approved on March 16, 2022 with a vote of 5/0.
a. Ordinance No. 2022-06 (Second Reading and Adoption)
CURRENT BUSINESS
4. BOARD AND COMMISSION INTERVIEWS -
Request the City Council conduct interviews of applicants to fill vacancies on the City's Boards and Commissions.
Staff Recommendation: None (City Clerk’s Office: Zack Beck) Presenter: Zack Beck
FUTURE AGENDA
5. FUTURE AGENDA
The purpose of this item is to identify issues presently known to staff or which members of the City Council wish to place on an upcoming City Council agenda. Council comment on these future agenda items is limited by California Government Code Section 54954.2 to clarifying questions, brief announcements, or requests for factual information in connection with an item when it is discussed.
Staff Recommendation: None (City Clerk's Office: Zack Beck)
COUNCILMEMBERS SUBCOMMITTEE REPORTS AND OTHER REPORTS
4 Wednesday, March 30, 2022
CITY MANAGER’S WEEKLY ACTIVITY REPORT
The most current information from the City Manager regarding Economic Development, Capital Improvement Projects, Public Safety, and Community Development. This report is also available on the City’s website, www.escondido.org.
ORAL COMMUNICATIONS
In addition to speaking during particular agenda items, the public may address the Council on any item which is not on the agenda provided the item is within the subject matter jurisdiction of the City Council. State law prohibits the Council from discussing or taking action on such items, but the matter may be referred to the City Manager/staff or scheduled on a subsequent agenda. Speakers are limited to only one opportunity to address the Council under Oral Communications.
ADJOURNMENT
UPCOMING MEETING SCHEDULE
Wednesday, April 06, 2022 4:00 & 5:00 PM Regular Meeting, Council Chambers Wednesday, April 20, 2022 4:00 & 5:00 PM Regular Meeting, Council Chambers
SUCCESSOR AGENCY
Members of the Escondido City Council also sit as the Suc cessor Agency to the Community Development Commission, Escondido Joint Powers Financing Authority, and the Mobilehome Rent Review Board.
5 March 2, 2022 Escondido City Council Minutes Page 1 of 10
CLOSED SESSION
4:00 PM
March 2, 2022
CALL TO ORDER
1. Roll Call: Garcia, Inscoe, Martinez, Morasco, McNamara
ORAL COMMUNICATIONS
In addition to speaking during particular agenda items, the public may address the Council on any item which is not on the agenda provided the item is within the subject matter jurisdiction of the City Council. State law prohibits the Council from discussing or taking action on such items, but the matter may be referred to the City Manager/staff or scheduled on a subsequent agenda. Speakers are limited to only one opportunity to address the Council under Oral Communications.
CLOSED SESSION
I. CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION (Government Code section 54956.9(d)(2))
a. Matter of Potential Litigation by Rincon Band of Luiseno Indians II. CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION (Government Code section 54956.9(d)(4))
a. Matter of Potential Litigation against YMCA
III. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION (Government Code section 54956.9(d)(1))
a. Case Name: City of Escondido v. Robin L. Patterson, et. al.
Case No.: San Diego Superior Court Case No. 37-2022-00004144-CU-BC-NC b. Case Name: Citizen’s Development Corporation, Inc. v. County of San Diego, et. al.
Case No.: US District Court Case No. 12-CV-00334 GPC (KSC) c. Case Name: Building Industry Association of San Diego County v. City of Escondido Case No.: San Diego Superior Court Case No. 37-2021-00008423-CU-MC-NC 6 Item1.
March 2, 2022 Escondido City Council Minutes Page 2 of 10
d. Case Name: Touchstone MF Fund I, LLC v. City of Escondido Case No.: San Diego Superior Court Case No. 37-2020-00020856-CU-BC-NC
ADJOURNMENT
Mayor McNamara adjourned the meeting at 5:00 p.m.
______________________________ _______________________________
MAYOR CITY CLERK
7 Item1.
March 2, 2022 Escondido City Council Minutes Page 3 of 10
REGULAR SESSION
5:00 PM Regular Session
March 2, 2022
MOMENT OF REFLECTION
Zack Beck, City Clerk
FLAG SALUTE
Michael McGuinness, City Attorney.
CALL TO ORDER
Roll Call: Garcia, Inscoe, Martinez, Morasco, McNamara
PRESENTATIONS
North County Family Justice Center Presentation
Education Compact: 5 Best Retailers Awards
CLOSED SESSION REPORT
None.
ORAL COMMUNICATIONS
Gloria Conejo – Expressed opposition to Escondido Education Compact.
CONSENT CALENDAR
Motion: Garcia; Second: Martinez; Approved: 5-0
1. AFFIDAVITS OF PUBLICATION, MAILING, AND POSTING (COUNCIL/RRB) -
8 Item1.
March 2, 2022 Escondido City Council Minutes Page 4 of 10
2. APPROVAL OF WARRANT REGISTER (COUNCIL)
Request the City Council approve the City Council and Housing Successor Agency warrant numbers:
a. 360048 – 360150 dated January 26, 2022
b.360254 – 360502 dated February 2, 2022
c.360503 – 360746 dated February 9, 2022
d. 360747 – 361016 dated February 16, 2022
Staff Recommendation: Approval (Finance Department: Christina Holmes)
3. APPROVAL OF MINUTES: Regular meetings of January 26, 2022 and February 2, 2022
4. CALIFORNIA LIBRARY LITERACY SERVICES ESL GRANT $52,000 - Request the City Council approve Resolution 2022-30, authorizing the Deputy City Manager / Director of Communications & Community Services, or her designee, to receive grant funds and execute on its behalf, grant related documents necessary for the completion of the English as a Second Language Services. (File Number 0480-70)
Staff Recommendation: Approval (Communications & Community Services: Joanna Axelrod) Presenter: Joanna Axelrod
a. Resolution No. 2022-30
5. FISCAL YEAR 2020 URBAN AREA SECURITY INITATIVE (UASI) GRANT PROGRAM AND BUDGET
ADJUSTMENT -
Request the City Council approve a Fiscal Year 2020 Urban Area Security Initiative (“UASI”) Grant Award Amendment in the amount of $85,230; authorize the Fire Chief or his designee to execute grant documents on behalf of the City of Escondido (“City”); and approve budget adjustments needed to spend grant funds. (File Number 0480-70) Staff Recommendation: Approval (Fire Department: Rick Vogt) Presenter: Rick Vogt
9 Item1.
March 2, 2022 Escondido City Council Minutes Page 5 of 10
6. OUT OF AGENCY SERVICE AGREEMENTS FOR 2509 FELICITA ROAD AND 450 BEAR VALLEY
PARKWAY -
Request the City Council approve (1) Resolution No. 2022-35, making application to the Local Agency Formation Commission (“LAFCO”) for an out-of-agency service agreement and authorizing the mayor to execute said agreement, establishing a pre-zoning designation of RE- 20, and authorizing submittal of an annexation application to LAFCO for a property located at 2509 Felicita Road and (2) approve Resolution No. 2022-36, making application to LAFCO for an out of agency service agreement and authorizing the mayor to execute said agreement, and establishing a pre-zoning designation of RE-20 for a property located at 450 Bear Valley Parkway. (File Number 0600-10; A-3400, A-3401)
Staff Recommendation: Approval (Community Development Department: Adam Finestone) Presenter: Adam Finestone
a. Resolution No. 2022-35
b. Resolution No. 2022-36
7. APPROVAL OF CALPERS INDUSTRIAL DISABILITY RETIREMENT FOR POLICE SERGEANT FRED
CHEATHAM-
Request the City Council approve the California Public Employees’ Retirement System (“CalPERS”) Industrial Disability Retirement for Police Sergeant Fred Cheatham. (File Number 0170-57)
Staff Recommendation: Approval (Human Resources Department: Jessica Perpetua) Presenter: Jessica Perpetua
a. Resolution No. 2022-37
8. APPROVAL OF CALPERS INDUSTRIAL DISABILITY RETIREMENT FOR POLICE OFFICER ROY F.
HUSTON JR. -
Request the City Council approve the California Public Employees’ Retirement System (CalPERS) Industrial Disability Retirement for Police Officer Roy F. Huston Jr. (File Number 0170-57)
Staff Recommendation: Approval (Human Resources Department: Jessica Perpetua) Presenter: Jessica Perpetua
a. Resolution No. 2022-38
10 Item1.
March 2, 2022 Escondido City Council Minutes Page 6 of 10
9. APPROVAL OF CALPERS INDUSTRIAL DISABILITY RETIREMENT FOR POLICE CAPTAIN JUSTIN F.
MURPHY-
Request the City Council approve the California Public Employees’ Retirement System (“CalPERS”) Industrial Disability Retirement for Police Captain Justin F. Murphy. (File Number 0170-57)
Staff Recommendation: Approval (Human Resources Department: Jessica Perpetua) Presenter: Jessica Perpetua
a. Resolution No. 2022-39
10. CITYWIDE FIREWALL REPLACEMENT -
Request the City Council approve to adopt Resolution No. 2022-40 authorizing the Deputy City Manager/ Director of Information Systems, or his designee, to procure and establish a citywide firewall replacement. (File Number 0600-10)
Staff Recommendation: Approval (Information Systems Department: Rob Van De Hey) Presenter: Ken Conradie
a. Resolution No. 2022-40
CONSENT RESOLUTIONS AND ORDINANCES (COUNCIL/RRB)
The following Resolutions and Ordinances were heard and acted upon by the City Council/RRB at a previous City Council/Mobilehome Rent Review meeting. (The title of Ordinances listed on the Consent Calendar are deemed to have been read and further reading waived.)
11. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ESCONDIDO, CALIFORNIA, ADOPTING
AMENDMENTS TO THE ESCONDIDO MUNICIPAL CODE FOR THE SELECTION PROCESS AND
TERMS AND COMPOSIITON OF VARIOUS CITY AND INTERAGENCY BOARDS AND
COMMISSIONS -
Approved on December 15, 2021 with a vote of 5/0.
a. Ordinance No. 2021-14R (Second Reading and Adoption)
11 Item1.
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PUBLIC HEARINGS
12. RESOLUTION OF FORMATION FOR COMMUNITY FACILITIES DISTRICT (CFD) 2022-1 (ECLIPSE
AND MOUNTAIN HOUSE) -
Request that the City Council hold a public hearing and approve to adopt Resolution No. 2022- 10 establishing Community Facilities District (“CFD”) 2022-1, and Resolution No. 2022-11 determining the necessity to incur bonded indebtedness for the Eclipse and Mountain House Projects. Further recommendations include adoption of Resolution No. 2022-12 certifying election results, and Resolution No. 2022-14 annexing the project as Zone 2020-6 of the Citywide Services CFD 2020-1. Finally, it is recommended that Ordinance No. 2022-03 be introduced for first reading. (File Number 0685-20)
Staff Recommendation: Approval (Engineering Services Department: Julie Procopio) Presenter: Julie Procopio
a. Resolution No. 2022-10
b. Resolution No. 2022-11
c. Resolution No. 2022-12
d. Resolution No. 2022-14
e. Ordinance No. 2022-03 (First Reading and Introduction) Motion to approve Resolution No. 2022-10, 11, 12, 14: Garcia; Second: Martinez: Approved 5-0 Motion to approve Ordinance No. 2022-03: Inscoe; Second: Garcia: Approved 4-1 (Morasco: No)
13. DEVELOPMENT AGREEMENT AND MAJOR PLOT PLAN FOR THE VIA PORTOFINO APARTMENT PROJECT (ADM 18-0225 AND PL 22-0021) -
Request the City Council (1) adopt Ordinance No. 2022-04, approving a Development Agreement for the Via Portofino apartment project and (2) approve Resolution No. 2022-31, approving a Major Plot Plan for the Via Portofino apartment project. (File Number 0600-15 Staff Recommendation: Approval (Community Development Department: Adam Finestone) Presenter: Adam Finestone
a. Resolution No. 2022-31
b. Ordinance No. 2022-04 (First Reading and Introduction) 12 Item1.
March 2, 2022 Escondido City Council Minutes Page 8 of 10
Kelly Birkel – Expressed opposition to this item.
Randi Tieken – Expressed opposition to this item.
Randi Tieken – Expressed opposition to this item.
Tobee Jackson – Expressed opposition to this item.
Kelly O’Connor – Expressed opposition to this item.
Motion: Morasco; Second: Inscoe; Approved: 3-2 (McNamara, Martinez: No)
14. RECOMMENDED REDISTRICTING PLAN OF THE ESCONDIDO INDEPENDENT REDISTRICTING
COMMISSION -
Request the City Council receive and file a report on the Recommended Redistricting Plan. (File Number 0120-10)
Staff Recommendation: Receive and File (City Clerk’s Office: Zack Beck) Presenter: Zack Beck
Laura Hunter – Expressed support for the Recommended Redistricting Plan.
Pam Albergo – Expressed support for the Recommended Redistricting Plan.
Jenni Crim – Expressed support for the Recommended Redistricting Plan.
Linda Wilkinson – Expressed support for the Recommended Redistricting Plan.
Gloria Conejo – Expressed opposition to the Recommended Redistricting Plan.
Ana Marie Velasco – Expressed support for the Recommended Redistricting Plan.
Angelica Santiago – Expressed support for the Recommended Redistricting Plan.
Council action not required.
13 Item1.
March 2, 2022 Escondido City Council Minutes Page 9 of 10
CURRENT BUSINESS
15. BUILDING FORWARD LIBRARY INFRASTRUCTURE PROGRAM GRANT $10 MILLION - Request the City Council approve Resolution authorizing the Deputy City Manager/Director of Communications & Community Services to submit an application to the California State Library for $10 million in funding through the Building Forward Library Infrast ructure Program Grant and complete all necessary documentation to receive and spend funds should they be awarded. (File Number 1115-30)
Staff Recommendation: Approval (Communications & Community Services: Joanna Axelrod) Presenter: Joanna Axelrod
a. Resolution No. 2022-32
Jack Anderson – Expressed support for this item.
Motion: Martinez; Second: McNamara: Approved: 5-0
16. TREASURER’S INVESTMENT STRATEGY CHANGE -
Request the City Council approve to adopt Resolution No. 2022-42 authorizing the City Treasurer to terminate the investment contract with PFM and approve the budget adjustment for investment software in the amount of $7,000. (File Number 0490-60) Staff Recommendation: Approval (City Treasurer: Douglas Shultz) Presenter: Douglas Shultz
a. Resolution No. 2022-42
Motion: Inscoe; Second: Morasco; Approved: 5-0
FUTURE AGENDA
17. FUTURE AGENDA
The purpose of this item is to identify issues presently known to staff or which members of the City Council wish to place on an upcoming City Council agenda. Council comment on these future agenda items is limited by California Government Code Section 54954.2 to clarifying questions, brief announcements, or requests for factual information in connection with an item when it is discussed.
Staff Recommendation: None (City Clerk's Office: Zack Beck) 14 Item1.
March 2, 2022 Escondido City Council Minutes Page 10 of 10
COUNCILMEMBERS SUBCOMMITTEE REPORTS AND OTHER REPORTS
CITY MANAGER’S WEEKLY ACTIVITY REPORT
The most current information from the City Manager regarding Economic Development, Capital Improvement Projects, Public Safety, and C ommunity Development. This report is also available on the City’s website, www.escondido.org.
ORAL COMMUNICATIONS
None.
ADJOURNMENT
Mayor McNamara adjourned the meeting at 6:19 p.m.
______________________________ _______________________________
MAYOR CITY CLERK
15 Item1.
March 16, 2022 Escondido City Council Minutes Page 1 of 3
SPECIAL MEETING
3:00 PM Special Meeting
March 16, 2022
MOMENT OF REFLECTION
Zack Beck
FLAG SALUTE
The City Council conducts the Pledge of Allegiance at the beginning of every City Council meeting.
CALL TO ORDER
Roll Call: Garcia, Inscoe, Martinez, Morasco, McNamara
PROCLAMATIONS
National Vietnam War Veterans Day, March 29, 2022
ORAL COMMUNICATIONS
None.
CONSENT RESOLUTIONS AND ORDINANCES (COUNCIL/RRB)
The following Resolutions and Ordinances were heard and acted upon by the City Council/RRB at a previous City Council/Mobilehome Rent Review meeting. (The title of Ordinances listed on the Consent Calendar are deemed to have been read and further reading waived.)
1. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ESCONDIDO, CALIFORNIA, ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2022-1 OF
THE CITY OF ESCONDIDO (ECLIPSE/MOUNTAIN HOUSE) AUTHORIZING THE LEVY OF SPECIAL
TAXES -
Approved on March 2, 2022 with a vote of 4/1.
a. Ordinance No. 2022-03 (Second Reading and Adoption)
Motion: Garcia; Second: Inscoe; Approved: 5-0
16 Item1.
March 16, 2022 Escondido City Council Minutes Page 2 of 3
2. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ESCONDIDO, CALIFORNIA,
APPROVING A DEVELOPMENT AGREMENT FOR A MULTI-FAMILY RESIDENTIAL PROJECT
WITHIN THE SOUTH CENTRE CITY SPECIFIC PLAN -
Approved on March 2, 2022 with a vote of 3/2.
a. Ordinance No. 2022-04R (Second Reading and Adoption) Motion: Morasco; Second: Inscoe; Approved 3-2 (McNamara, Martinez – No)
CURRENT BUSINESS
3. BOARD AND COMMISSION INTERVIEWS -
Request the City Council conduct interviews of applicants to fill vacancies on the City's Boards and Commissions.
Staff Recommendation: None (City Clerk’s Office: Zack Beck) Presenter: Zack Beck
4. RECOMMENDED REDISTRICTING PLAN OF THE ESCONDIDO INDEPENDENT REDISTRICTING
COMMISSION -
Request the City Council approve Ordinance 2022-06 adopting the Recommended Redistricting Plan submitted by the Independent Redistricting Commission. If adopted, the plan submitted by the Independent Redistricting Commission will become the Final Redistricting Plan and will be used for all regular elections of the four Council members. The plan will also be used for the recall of any Council member elected from the new districts and for the appointment of any new Council member to fill a vacancy in the office of the member of the Council elected from the new district. Finally, the plan would be used for any special election to fill a vacancy in the office of the member of the Council elected from the new districts. (File Number 0120-10) Staff Recommendation: Approval (City Clerk’s Office: Zack Beck) Presenter: Zack Beck
a. Ordinance No. 2022-06 (First Reading and Introduction) Jenni Crim – Expressed support for the Recommended Redistricting Plan.
Pam Albergo – Expressed support for the Recommended Redistricting Plan.
Sandra Lang – Expressed support for the Recommended Redistricting Plan.
Motion: Morasco; Second: Martinez; Approved 5-0
17 Item1.
March 16, 2022 Escondido City Council Minutes Page 3 of 3
ADJOURNMENT
Mayor McNamara adjourned the meeting at 5:17 p.m.
______________________________ _______________________________
MAYOR CITY CLERK
18 Item1.
STAFF REPORT
March 30, 2022
File Number: 0875-70
SUBJECT
ANNUAL HOUSING ELEMENT REPORT (PL22-0104)
DEPARTMENT
Community Development - Planning Division
RECOMMENDATION
Request the City Council review and receive the Housing Element 2021 Annual Progress Report and authorize submittal of the report to the State Office of Planning and Research ( “OPR”), the State Department of Housing and Community Development ( “HCD”), and t he San Diego Association of Governments (“SANDAG”).
Staff Recommendation: Receive and File (Community Development: Adam Finestone) Presenter: Veronica Morones, Senior Planner
FISCAL ANALYSIS
There are no direct fiscal implications associated with this progress report; however, several state and regional grant programs rely upon the satisfactory completion of the Housing Element and on -going compliance with the Housing Element law objectives and deadlines. The 202 1 Annual Progress Report, and its filing with the HCD, helps the City maintain its eligibility status for these grant programs.
PREVIOUS ACTION
None.
ENVIRONMENTAL REVIEW
The Housing Element Annual Progress Report is a reporting document, and does not create or alter policy.
The content is provid ed for informational purposes only, and is exempt from the requirements of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(b)(5), which exempts organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment. This informational item provides a means to monitor the success of implementing the Housing Element and review what was implemented during the 12 -month reporting period. All counties an d cities in the state are required to submit the annual report pursuant to Government Code section 65400.
19 Item2.
BACKGROUND
The City Council adopted the 5th cycle Housing Element for the 2013-2020 reporting period, on December 12, 2012. Government Code section 65400 mandates that cities and counties submit an annual report on the status of their Housing Element and progress in its implementation. This staff report documents the annual review of the 5th cycle Housing Element. The Housing Element is a chapter in the General Plan that identifies the goals, policies and programs the City will undertake in order to provide its share of regional housing needs pursuant to Government Code section 65584. The annual progress report details the City's progress toward meeting those goals . In order to demonstrate compliance with the Housing Element, each city must report on the annual building activity of affordable units, the annual activity for units rehabilitated, preserved or acquired, the annual activity of above -moderate income units, the city’s progress in meeting its Regional Housing Needs Allocation (“RHNA”), and the City’s progress in its implementation of the Housing Element programs during calendar year 202 1. Staff is currently working on an update to the next Housing Element. Attachment 1 includes detailed reporting information on the annual progress report that was received by the Planning Commission on March 22, 2022. Attachment 2 provides the independent audit for the City’s SB 341 report—a component of the annual progress report.
The City’s 5th cycle RHNA requirement is 4,175 units across all income categories, and the City permitted 2,299 total units between 2013 and 2021. It is important to note that only building permits count toward the City’s RHNA requirement. The 2021 calendar year annual progress report straddles the end of the 5th and beginning of the 6th housing element cycles. The 2021 annual progress report is based on the last year of the 5th Housing Element cycle. In 2021, the City approved 62 Accesso ry Dwelling Units (ADU) through planning permits, and issued 57 ADU building permits that count towards the City’s RHNA for very-low, low, and moderate -income units. The City’s RHNA for the 5th Housing Element cycle (2013 - 2021) was 2,566 housing units in t he very low, low, and moderate -income categories, of which the City permitted a total of 384 units in those income categories, with 107 of the 384 units permitted in 2021.
The City approved various planning entitlements totaling 167 units at very low, low, and moderate-income categories in 2021, which will count toward future very low, low, and moderate -income RHNA requirements if/when building permits are issued. In the above moderate -income category, the City has exceeded its RHNA requirement by 306 units . The RHNA for above moderate income is 1,609 units and the City has permitted 1,915 above moderate-income housing units since 2013. In 2021, the City approved various planning entitlements totaling 658 above moderate-income units, which will count toward future RHNA requirements if/when building permits are issued.
ATTACHMENTS
1. Attachment “1” -- Planning Commission Staff Report (March 22, 2022)
2. Attachment “2” – SB 341 Audit
20 Item2.
Agenda Item No.: H.2
Date: March 22, 2022
PROJECT NUMBER / NAME: Housing Element Annual Progress Report (PL22-0104) REQUEST: Receive and file the Housing Element Annual Progress Report for the 2021 calendar year.
LOCATION: CityWide
APN / APNS: N/A
GENERAL PLAN / ZONING: N/A
APPLICANT: City of Escondido
PRIMARY REPRESENTATIVE:
Veronica Morones, Senior Planner
DISCRETIONARY ACTIONS REQUESTED: N/A
PREVIOUS ACTIONS: The Planning Commission received and filed the 2020 Housing Element Annual Progress Report on March 23, 2021.
PROJECT PLANNER: Veronica Morones, Senior Planner
CEQA RECOMMENDATION: Exempt pursuant to CEQA Guidelines section 15378(b)(5) STAFF RECOMMENDATION: Receive and file
REQUESTED ACTION: None
CITY COUNCIL HEARING REQUIRED: ☐ YES ☒ NO
REPORT APPROVALS: ☒ Adam Finestone, AICP
Interim Director of Community Development
Attachment "1"
21 Item2.
Project Name: Housing Element Annual Progress Report
Planning Commission Meeting
Date: March 22, 2022
2 A. BACKGROUND:
The City Council adopted a comprehensive update to the General Plan, as well as a new Housing Element for the 2013-2020 reporting cycle, on December 12, 2012. The Housing Element is the document in the General Plan, which details the City's progress in meeting its share of regional housing needs pursuant to California Government section 65584. California Government Code section 65400 requires the City to prepare an annual progress report on the Housing Element.
The annual progress report must be presented to City Council for review and acceptance, and then submitted to the Governor’s Office of Planning and Research (OPR) , the Department of Housing and Community Development (HCD), and The San Diego Regional Association Governments (SANDAG) by April 1st of each year pursuant to State guidelines.
In order to demonstrate compliance with the Housing Element, the City must report on the annual building activity of residential dwelling units, including affordable units, as well as the annual activity for units rehabilitated, preserved or acquired, the annual activity of above- moderate income units, the City’s progress in meeting its Regional Housing Needs Allocation (“RHNA”), the City’s progress in its implementation of the Housing Element programs during calendar year 2021, and the City’s surplus lands. The 2021 annual progress report is the last reporting year of the 5 th
cycle housing element. Staff is currently working on the 6th cycle update to the housing element.
B. SUMMARY OF REQUEST:
Receive the Housing Element Annual Progress Report, documenting the City’s progress on implementing the Housing Element for the 2021 year.
C. SUPPLEMENTAL DETAILS OF REQUEST:
The Housing Element Annual Progress Report is being provided as a courtesy to Planning Commission. The annual progress report must be provided to the City Council for review and authorization prior to sending to the required agencies.
D. PROJECT ANALYSIS:
The Housing Element Annual Progress Report provides information for the City to assess how the Escondido General Plan was implemented during the previous 12 -month reporting period.
Once City Council receives and files the annual progress report, the City will submit a copy to OPR, HCD, and SANDAG . Providing a copy of the annual report to HCD fulfills statutory requirements to report certain housing information. This includes information on the progress in meeting the jurisdiction’s share of regional housing needs determined pursuant to Government Code section 65584 and local efforts to remove governmental constraints to the maintenance, improvement, and development of housing pursuant to Government Code section 65583(c)(3).
Effective as of last reporting year (2020), the annual progress report also includes the City’s central inventory of surplus land as required by Government Code section 54230.
The City’s 5th cycle RHNA requirement is 4,175 units across all income categories, and the City permitted 2,299 total units between 2013 and 2021. It is important to note that only building permits count toward the City’s RHNA requirement. The 2021 calendar year annual progress report straddles the end of the 5 th and beginning of the 6 th housing element cycles. The 2021 Attachment "1"
22 Item2.
Project Name: Housing Element Annual Progress Report
Planning Commission Meeting
Date: March 22, 2022
3 annual progress report is based on the last year of the 5 th Housing Element cycle. In 2021, the City approved 62 Accessory Dwelling Units (ADU) through planning permits, and issued 57 ADU building permits that count towards the City’s RHNA for very-low, low, and moderate-income units.
The City’s RHNA for the 5th Housing Element cycle (2013-2021) was 2,566 housing units in the very low, low, and moderate-income categories, of which the City permitted a total of 384 units in those income categories, with 107 of the 384 units permitted in 2021. The City approved various planning entitlements totaling 167 units at very low, low, and moderate-income categories in 2021, which will count toward future very low, low, and moderate- income RHNA requirements if/when building permits are issued. In the above moderate-income category, the City has exceeded its RHNA requirement by 306 units. The RHNA for above moderate income is 1,609 units and the City has permitted 1,91 5 above moderate-income housing units since 2013. In 2021, the City approved various planning entitlements totaling 658 above moderate-income units, which will count toward future RHNA requirements if/when building permits are issued.
E. FISCAL ANALYSIS:
There are no direct fiscal implications associated with this annual progress report; however, several state and regional grant programs rely upon the satisfactory completion of the 2013-2021 Housing Element and on- going compliance with the Housing Element law objectives and deadlines. The 2021 annual progress report, and its filing with the HCD, helps the City maintain its eligibility status for these grant programs.
F. ENVIRONMENTAL STATUS:
The Housing Element Annual Progress Report is a reporting document, and does not create or alter policy. The content is provided for informational purposes only, and is exempt from the requirements of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(b)(5), which exempts organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment. This informational item provides a means to monitor the success of implementing the Housing Element and review what was implemented during the 12-month reporting period. All counties and cities in the state are required to submit the annual report pursuant to Government Code section 65400.
G. PUBLIC INPUT:
None.
H. CONCLUSION:
Receive and file.
ATTACHMENTS:
1. Housing Element Annual Progress Report (2021 Calendar Year)
Attachment "1"
23 Item2.
Jurisdiction Escondido ANNUAL ELEMENT PROGRESS REPORT
This table is auto-populated once you
enter your jurisdiction name and current
year data. Past year information comes
from previous APRs.
Reporting
Year 2021
(Jan.
1 -
Dec.
31) Housing Element Implementation
Please contact HCD if your data is
different than the material supplied here
(CCR Title 25 §6202)
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
1 2 3 4
Income Level
RHNA
Allocation by
Income Level
2013 2014 2015 2016 2017 2018 2019 2020 2021
Total Units
to Date (all
years)
Total Remaining
RHNA by Income
Level
Very Low
Deed
Restricted 1042
46 46 25
141 901 Non-Deed
Restricted 1 5 7 11
Low
Deed
Restricted 791
44 11 34 25
134 657 Non-Deed
Restricted 1 2 2 15
Moderate
Deed
Restricted 733 109 624 Non-Deed
Restricted 7 1 5 18 20 27 31
Above
Moderate 1609 497 56 7 163 410 220 10 226 326 1915
Total RHNA 4175
Total Units 594 56 18 164 495 240 37 262 433 2299 2182
Note: units serving extremely low-income
households are included in the very low-
income permitted units totals
Cells in grey contain auto-calculation formulas
Attachment "1"
24 Item2.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
(CCR Title 25 §6202)
Jurisdiction Escondido
Reporting Year 2021
(Jan. 1 - Dec.
31)
Table D
Program Implementation Status pursuant to GC Section 65583 Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Name of Program Objective Timeframe in
H.E Status of Program Implementation
1.1 Project Development
Create an increased supply of affordable
housing units for lower income
households, including households with
extremely low incomes. Every effort will
be made to accomplish this through
redevelopment and
acquisition/rehabilitation.
Increase supply of rental units
for extremely low, very low, and
low income residents by 300
units.
Ongoing
Within the HE period, the City contracted with Community Housing Works, Interfaith Community Services, and Solutions for Change to develop affordable rental projects consisting of acquisition/rehabilitation of existing units (CHW and Interfaith) and new construction (Solutions). The following projects were completed throughout the planning period:
§ CHW Project: Completed 11 HOME affordable units out of 200 total affordable units i
n the project in April 2017.
§ Interfaith Project: Rehabilitated an existing 4- unit project in 2018.
§ Solutions Project: Competed construction of a new affordable rental project consisting of 33 units (32 affordable) in July 2017.
§ Veteran's Village of San Diego: Completed a 54- unit
(including 48 units of new construction and 53 total affordable units) development serving homeless veterans in 2019.
Including three previous projects during the HE period (11 ownership units by SDHFH in 2015, 35 new rent al units by CHW in 2013 and 44 rehabilitated units by UHC in 2015), a total of 147 affordable housing units have been created via local funding since 2013.
§ In late 2021, Valley Senior Village was approved by the City Council and in late 2021 local fundin g was finalized for the project, with an anticipated ground breaking in early 2022.
Attachment "1"
25 Item2.
1.2 Lot Consolidation
Encourage consolidation of small lots to
utilize land more efficiently and facilitate
the development of mixed-use and
affordable multi-family developments.
Facilitate development as
envisioned in the General Plan. Ongoing
A ministerial process is utilized for basic lot consolidation. The City continues to encourage consolidation of lots to facilitate mixed-use and affordable developments. Several residential and mixed use projects in the last few years (at various stages of development) have utilized lot consolidation in urban areas.
1.3 Infill New Construction - Support new
construction of homeownership and rental
units and redevelopment/revitatlization on
infill sites. The city also encourages
recycling and revitalizing of sites for a
variety of housing types and income
levels.
New housing opportunities for
homeownership and rental for
low- and moderate-income
households.
Ongoing
The majority of the affordable residential projects completed during the period have been on infill sites. Veteran's Village (10 funded units out of 53 affordable) was completed in 2019 on infill land on South Escondido Boulevard. Solutions for Change completed construction on a new affordable rental project of 33 units (32 affordable) on an infill site on South Escondido Boulevard in July 2017. Interfaith Community
Services rehabilitated a four -unit residential project on Aster Street in the center of the city to be used for low -income households in 2018. CHW rehabilitated 11 HOME affordable units (200 total) on Midway Drive in 2017. The 11- unit project by Habitat in 2015, the 35-unit project by CHW in 2013 and the 44 units by UHC in 2015 all were on infill sites.
1.4 City-Owned Sites - Facilitate the
redevelopment/development of affordable
housing on City-owned sites.
Use City-ownership as a
potential inducement for
rehabilitation of more affordable
housing.
Ongoing
The Housing and Neighborhood Services Division, the
Engineering Services Department, the City's Real Property Agent, and other City staff continue to review City -owned properties when they become available as potential sites for redevelopment as affordable housing. The City follows t he requirements of AB 1255 for locally owned and surplus lands.
1.5 Density Bonus - Amend Density
Bonus Ordinance to be consistent with
State law.
Additional housing opportunities
for low-and moderate-income
households.
Ongoing
City staff completed an amendment to the Zoning Code in 2017 and again in 2021 to modify Density Bonus provisions so they are in conformance with state law. The City continues to maintain consistency with State density bonus law, amending the Zoning Code as necessary. Several projects are currently in the pipeline or have been recently completed using Density Bonus provisions, providing additional affordable units.
2.1 Housing Rehabilitation: Renter
Occupied - Continue to explore potential
rental rehabilitation programs.
Increaseopportunities for rental
rehabilitation for lower income
households (25 units).
Ongoing
Funding from a CalHOME grant allowed the City to re-establish an owner -occupied rehabilitation program for low -income households in si ngle-family residences and mobilehomes in 2015. The program ended after two years. Staff continues to explore funding opportunities for a new renter -occupied rehabilitation program, but there is no program at this time.
Attachment "1"
26 Item2.
2.2 Acquisition/Rehabilitation - Continue
to explore ways to encourage the
recycling of deteriorated and older
structures for affordable housing
opportunities.
Additional affordable housing
opportunities for lower income
households (200 units).
Ongoing
Recycling of existing, dilapidated structures continues to be a priority in Escondido during this Housing Element cycle. An RFP in 2014 for affordable housing developers resulted in two affordable rehabilitation developments: 11
acquisition/rehabilitation units in a 200- unit development was completed in 2017, and a 44- unit rehabilitation project was completed in 2015. An RFP in 2017 resulted in a 4- unit affordable rehabilitation project (Aster St) completed in 2018.
In addition, CHW rehabilitated an existing 6- unit affordable project during 2019, extending affordability covenants.
2.3 Focus on Neighborhoods -
Collaborate with departments to channel
resources and efforts into improvement of
neighborhood quality of life, including
code enforcement, housing rehabilitation
and capital improvements.
The concentration of City
resources to individual
neighborhoods and the
opportunity for significant
community impact both in
physical improvement and
improvement in quality of life for
neighborhood
residents.Continue collaboration
efforts through funding
resources, policies and
community outreach.
Ongoing
Currently there are 18 recognized neighborhood groups in the City. Project NEAT continues to utilize Community
Development Block Grant (CDBG) funding to assist residents in solving their own neighborhood problems at a neighborhood (rather than a Code Enforcement) level, such as maintenance, graffiti, trash. The Neighborhood Transformation Project (NTP) is one effort to join neighborhoods with City Departments to combine resources (funding and sweat equity) in targeted areas to include neighborhood cleanups and public
improvements. The City continues a focused approach in
neighborhoods using additional strategies to improve
neighborhoods by involving resident s. Neighborhood
activities are ramping back up as the COVID restrictions begin to lessen.
2.4 Preservation of At-Risk Housing -
Continue to explore means to continue
housing affordability for lower income
households that would be impacted by
the conversion of subsidized projects to
market rate housing.
Continued affordability of
subsidized housing
developments. If owner wishes
to sell, contact potential buyers
who would want to extend
affordability, and if
unsuccessful, follow up with
Section 8 and relocation
potential.
Ongoing
The City continues to monitor at -risk units, particularly those identified in the Housing Element. This effort is ongoing. The City worked with Community HousingWorks to preserve the affordability of 200 units in Cypress Cove (now Manzanita Apartments) while extending affordability on 11 of the units using HOME funds in 2017. In 2018- 2019 the City helped preserve 6 affordable, transitional units at 1203 South Maple Street (Las Casitas) by comm itting CHDO funds for
rehabilitation of the project. Community HousingWorks was approximately 9 years into the affordability period on an acquisition/rehab project, and preserved affordability by rehabilitating a number of structural problems not addressed originally (roof, termites, rot). No at-risk units were lost in 2017, 2018, 2019, 2020 or 2021.
Attachment "1"
27 Item2.
3.1 First-Time Homebuyer/Home Entry
Loan Program (HELP) - Provide low
interest loans to lower income households
for closing costs and down payment, of
lesser of 5% of purchase price or $25,000,
using federal HOME funds.
Increased homeownership
opportunities for lower income
households (150 households).
Ongoing
In December 2017 Housing and Neighborhood Services staff met with local real estate professionals to discuss possible impediments to issuing First -time homebuyer loans and
possible solutions. The City continues to try to improve the success of the loan program. No HELP loans were funded during 2016, 2017, 2018, 2019 or 2021. One new application was received at the end of 2020 and is currently being
processed. 4 loans were funded during 2015, 2 during 2014 and 3 during 2013, for a total of 9 first -time homebuyer loans during the period.
3.2 First-Time Homebuyer/Mortgage
Credit Certificates - Provide mortgage
credit certificates to first-time homebuyers
to reduce federal income taxes and more
easily qualify for a loan.
Additional homeownership
opportunities for low-and
moderate-income households
(20 households).
Ongoing
Although MCCs remain available to Escondido residents, a local MCC administrator no longer exists and MCCs are not reported locally after 2014.
3.3 Rental Subsidy - Provide households
with affordable rents through rent subsidy
programs for households with incomes not
exceeding 50% of the Area Median
Income.
Provide rental subsidy to 110
very low-income senior/disabled
households in mobilehome
parks and apartments. Support
Rental Assistance to 1,200
very-low income households
with Housing Choice Vouchers
through collaboration with
Housing Authority of San Diego
County.
Ongoing
During 2021, 952 Escondido households were assisted with a Housing Cho ice Voucher (Section 8 voucher), administered through the Housing Authority of San Diego County. An
additional 3,519 households are on the wait list in Escondido.
At the end of 2021, 27 senior/disabled households in
mobilehome parks and an additional 6 in apartments, for a total of 33, were receiving a monthly rental subsidy from the City of Escondido while waiting for HUD Section 8 eligibility. Eligibility for the Rental Subsidy Program was tightened in 2012 due to the loss of redevelopment funds and the number of monthly subsidies has slowly declined.
3.4 Mobilehome Park Conversion -
Provide technical assistance to
mobilehome resident groups in the
converson of existing parks to resident
ownership.
Continued mobilehome resident
ownership opportunities for
lower income residents.
Continue to work with City
policies and procedures to
assist in conversions.
Ongoing
The City continues to provide technical assistance to
mobilehome parks considering conversions to resident
ownership. No recent conversions have been requested. The City has been advised on the purchase of an existing
mobilehomes park and the potential change of use, although the owner is not currently moving forward. The City continues to manage the remainin g City -owned spaces in Escondido Views (4 lots) and Mountain Shadows (20 lots) mobilehome parks.
Attachment "1"
28 Item2.
3.5 Mobilehome Rent Review - Rent
review via the Rent Review Board of
applications for increases in mobilehome
parks.
Stabilized rents for mobilehome
residents, many of whom are
lower income.
Ongoing
During 2021, 7 short -form rent review hearings and no long - form rent review hearings were held. Of the 7 short -form rent review hearings, 5 were approved and 2 were denied. The average monthly increase a pproved for the 5 short form applications was $7.17, $7.20, $15.16, $17.59, and $21.74.
Between 2015 and 2021, 49 short -form rent review hearings and one long-form rent review hearings were held.
3.6 Fair Housing - Actively engage in
furthering fair housing for all residents
through specific education outreach and
monitoring activities.
Continued enforcement of the
Fair Housing Plan which will
prevent discrimination in
housing and disputes between
landlords and tenants.
Ongoing
In 2021 the City contracted with the Legal Aid Society of San Diego, Inc. to provide Fair Housing Services to Escondido residents, including handling reports of discrimination, and providing counseling and mediation in landlord/tenant
disputes. Additionally, during the pandemic there has been a larger number of requests for information about evictions and various moratoriums. City staff continues to disperse information at public counters, review potential impediments to fair housing, and meet with other jurisdictions to discuss and address regional issues. The City of Escondido has been working collaboratively with other jurisdictions in the San Diego County region to address Fair Housing reporting in compliance with HUD's current requirements.
4.1 Emergency Shelters - Amend the
Zoning Code to permit emergency
shelters by right, consistent with State
law.
Consistency with state law.
Provision of shelter for
families/individuals with special
needs.
0-3 years
The City's Emergency Shelter Overlay, in compliance with State law, was approved by the City Council in October 2013.
Staff re-evaluated the size and location of the Overlay in 2015, but left the language unchanged. The City is in compliance with State l aw. A year round shelter operated by Interfaith Community Services currently operates outside the Overlay area.
4.2 Transitional/Supportive housing -
Amend the zoning code to differentiate
transitional/supportive housing operated
as group quarters versus a regular
housing development. Uses will be
permitted where housing is otherwise
permitted.
Increased housing opportunities
for special needs persons. 0-3 years
An amendment to the Zoning Code to define transitional and supportive housing as specified in State law, and to permit both where residential units are otherwise permitted, was completed in June 2017.
Attachment "1"
29 Item2.
4.3 Senior Housing Ordinance - Amend
the Zoning Code to permit senior housing
by right where housing is permitted.
Increased housing
oppportunities for seniors. 0-3 years An amendment to the Zoning Code to permit senior housing by right where housing is permitted, was completed in June 2017.
4.4 Monitoring of Growth Management
Measure - Periodically monitor and
evaluate Proposition S for its impacts on
the cost, supply and timing of affordable
housiing. Analyze the ability to
accommodate the city's regional housing
need, constraints on supply and
affordability of housing.
Increased public awareness of
the City's housing needs and
obligations under state law.
Ongoing
The City's Housing Element shows that the City's RHNA can be accommodated. In 2021 it does not appear that the
existence of Proposition "S" discouraged or prevented
construction of market or affordable units. The City will continue to monitor RHNA progress annually to determine whether growth management policies impact the City's ability to accommodate its affordable housing need.
5.1 Affordable Housing Financing -
Continue to pursue a variey of funding
sources to support affordable housing in
the community.
Acquisition, rehabilitation,
preservation or construction of
affordable housing for lower and
moderate income households.
Ongoing
Staff continues to pursue all available opportunities to utilize additional funding sources for potential projects and programs, including federal funding, tax credits, grants and collaboration with non-profit providers.
Attachment "1"
30 Item2.
5.2 Housing Information and Referral -
Update public information in many formats
identifying the City's housing programs
and provide opportunities to market those
programs.
More effective and targeted
housing programs, especially
for lower income households.
Ongoing
Housing program and project information is updated as needed and is distributed via a variety of avenues, such as the City website, brochures, mailers and referral cards, and at the senior center and City Hall. Staff continues to seek additi onal ways to distribute information to the public and updates resources as needed. The City website was most recently overhauled at the beginning of 2018, resulting in an easier to read and use source of housing, fair housing and other
information for the public. During the pandemic the City also has placed more information on our website, particularly information on various eviction moratoriums and available assistance. In 2019, the City established the Communications and Community Services Department, which includes a
Communications Officer who disseminates information through various media sources. This results in a broader reach of program information. In 2016 the Housing Division and
Neighborhood Services Division were merged into the Housing and N eighborhood Services Division under a Housing and Neighborhood Services Manager. This allows for more
streamlined assistance to the public.
GOVERNMENT CONSTRAINTS TO THE MAINTENANCE, IMPROVEMENT AND DEVELOPMENT OF HOUISNG AS IDENTIFIED IN HOUSING ELEMENT Land Use Controls
Evaluate land use issues for
direct impact on provision of
housing for all economic sectors
of the community.
Ongoing
The Downtown Specific Plan was updated in 2021, to eliminate the ground- floor requirement in areas where stand- alone residential uses would not be detrimental to the surrounding commercial districts and goals of the Downtown SP. The South Escondido Bld and South Centre City Area Plans were revised and combined to form the S. Centre City Specific Plan, which was completed in 2018. Target areas in Escondido's core incorporate strategies to create a wide range of single- and multi-family residential development, supporting housing choice and opportunities in the City's infill areas. A new East Valley Parkway specific plan, which will accelerate future housing production, is also in the planning stages, with an anticipated completion date for Spring 2022, wh ich would provide approximately 6,000 units that were not previously allocated in the General Plan.
Attachment "1"
31 Item2.
Residential Development Standards
Evaluate residential
development standards to
ensure they are not
unreasonably limiting the
number of untis that may be
constructed.
Ongoing
In 2017 the City's residential zones were consolidated in one place in the Zoning Code to streamline requirements and provide for more consistency. A new category was established (R-5-30), implementing a General Plan des ignation allowing higher density in transit corridors and shopping/employment areas. The ADU standards are in compliance with State
requirements, permitting the development of more affordable units. The City is currently working toward pre-approved plans for ADUs to facilitate easier access to all residents. The City is currently working on a SB9 ordinance in compliance with state law. The City continues to evaluate residential development standards and policies that may directly impact provision of housing for all sectors of the community.
Provision for a Variety of Housing
Opportunities
Encourage the development of
a variety of housing types for all
economic segments of the
population.
Ongoing
As documented in the Housing Element, adequate sites are available for a variety of housing types for all economic segments of the population, including high density zones. The Zoning Code has provisions for ADUs, mobilehomes, multi- family dwellings, SROs and residential care facilities. In 2013 the City approved a zoning overlay where emergency shelters are permitted by right. Similar code amendments were
completed in 2017 for transitional/supportive housing and senior housing. In 2021, the City adopted a hotel/motel conversion ordinance. The City is currently working on a SB9 ordinance in compliance with state law. There are no other known policies or regulations that constrain development of housing for persons with disabilities.
Development Conditions and Fees
The City to periodically review
fees to ensure they reflect
current impacts and necessary
impacts.
Ongoing
Escondido's residential development fees have been reviewed and have not been found to act as a constraint to the
development of housing. The development fees will continue to be reviewed annually and modified as needed to
accommodate housing while meeting cost recovery needs.
On- and Off-Site Improvements
Requirements for on- and off-
site improvements vary
depending on the presence of
existing improvements, as well
as the size and nature of the
proposed development.
Ongoing
Requirements for on- and off-site improvements on residential projects are reviewe d periodically for changes that can be made, while ensuring adequate public improvements are
made.
Building Codes and Enforcement Evaluate use and enforcement of building codes Ongoing
The 2016 California Building Codes and Green Building
Standards Code have been adopted by the City. The City has no local ability to waive provisions of State Building Codes.
However, there is an appeal process to challenge
interpretations of the building code requirements.
Attachment "1"
32 Item2.
Permits and Processing Times
The City will periodically
evaluate permit requirements
and processing times to
determine if they are a
constraint to new housing.
Ongoing
The City continues to explore ways to streamline processing of applications and reduce fees for affordable and mixed- use housing. During the current HE cycle, the Design Review Board was consolidated into the Planning Commission/staff review in an effort to streamline processing. The City complies with all streamlining efforts of housing applications required by the State. In addition, measures have been taken to ensure accessibility to City Hall, other facilities, and online services by the public during the COVID-19 pandemic.
Attachment "1"
33 Item2.
Jurisdiction Escondido
Reporting
Period 2021
(Jan. 1 -
Dec. 31)
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
(CCR Title 25 §6202)
Table H
Locally Owned Surplus Sites
APN Street
Address/Intersection
Existing
Use
Number
of Units
Surplus
Designation
Parcel Size
(in acres) Notes
Summary Row: Start Data Entry Below
270-281-29 Via Rancho Pkwy
/Eucalyptus Ave Vacant -- Surplus
Land 0.05
234-240-05 1889 South Citrus Ave Vacant -- Surplus
Land 3.5
270-281-31 Via Rancho Pkwy
/Eucalyptus Ave Vacant -- Surplus
Land 0.08
227-340-01 1101 E El Norte Pkwy Vacant -- Surplus
Land 0.09
227-340-02 1111 E El Norte Pkwy Vacant -- Surplus
Land 0.09
227-340-03 1121 E El Norte Pkwy Vacant -- Surplus
Land 0.09
227-340-04 1131 E El Norte Pkwy Vacant -- Surplus
Land 0.09
233-622-25 Chestnut Dr right of way Vacant -- Surplus
Land 0.02
233-623-38 Chestnut Dr right of way Vacant -- Surplus
Land 0.1
233-622-19 Chestnut Dr right of way Vacant -- Surplus
Land 0.03
226-202-03 1763 N Broadway Vacant -- Surplus
Land 0.36
235-083-21 1640 W 11th Ave Vacant -- Surplus
Land 0.01
235-083-35 1898 W Valley Pkwy Vacant -- Surplus
Land 0.3
231-100-01 2141 Bear Valley Pkwy Vacant -- Surplus
Land 0.17
231-100-02 2171 Bear Valley Pkwy Vacant -- Surplus
Land 0.11
238-061-48 Via Rancho Pkwy
/Eucalyptus Ave Vacant -- Surplus
Land 0.11
238-530-25 Via Rancho Pkwy
/Eucalyptus Ave Vacant -- Surplus
Land 0.38
235-331-25 Citracado Pkwy/Fantero Ave Vacant -- Surplus Land 0.01
235-331-17 Citracado Pkwy/Fantero Ave Vacant -- Surplus Land 0.01
Attachment "1"
34 Item2.
235-331-18 Citracado Pkwy/Fantero Ave Vacant -- Surplus Land 0.01
235-331-19 Citracado Pkwy/Fantero Ave Vacant -- Surplus Land 0.03
235-331-20 Citracado Pkwy/Fantero Ave Vacant -- Surplus Land 0.07
235-331-21 Citracado Pkwy/Fantero Ave Vacant -- Surplus Land 0.01
235-331-23 Citracado Pkwy/Fantero Ave Other -- Surplus
Land 0.01
Vacant land with
portions of
improved
sidewalk
235-332-56 Citracado Pkwy/Fantero Ave Other -- Surplus
Land 0.01
Vacant land with
portions of
improved
sidewalk
228-400-19 Country Club Dr Other -- Surplus
Land 0.03
Vacant land with
portions of
improved
sidewalk
228-400-21 Country Club Dr Other -- Surplus
Land 0.06
Improved
roadway and
sidewalk areas
229-310-82 E Washington Ave Vacant -- Surplus
Land 0.03
229-522-02 Poplar Way Other -- Surplus
Land 0.01
Edge of
improved paved
lot/road
Attachment "1"
35 Item2.
SB 341 Annual Report
Successor Housing Agency - Community Development
City of Escondido
Fiscal Year: July 1, 2020 - June 30, 2021
The dissolution of the California redevelopment agencies in 2012 resulted in a dramatic change to property tax finance. It eliminated the major source of local publically generated dollars earmarked for affordable housing.
The City of Escondido established a Successor Housing Agency (“SHA”) to the City of Escondido Community Development Commission (“CDC”) on January 25, 2012 by the adoption of Resolution No. 2012-16. The majority of the SHA’s assets were transferred from the CDC when it dissolved pursuant to the Dissolution Act (enacted by Assembly Bills x1 26 and 1484). All “rights, powers, assets, liabilities, duties, and obligations associated with the housing activities of the agency, excluding any amount in the Low- and Moderate-Income Housing Fund” were transferred from the CDC to the SHA. The transferred assets consisted of loans made to the CDC and land owned by the CDC.
Proceeds from these assets will be deposited into the Low- and Moderate-Income Housing Asset Fund (“Affordable Housing Fund”).
On January 1, 2014, Senate Bill 341 (“SB 341”) became effective. Senate Bill 341 (chapter 796, Statutes of 2013) previously amended Health and Safety Code (“HSC”) Section 34176 to address particular provisions and functions relating to former “redevelopment agencies” and new “housing successor” entities allowed to elect and assume particular functions of redevelopment agencies (RDAs) dissolved in 2012. SB 341 eliminated the former redevelopment agency annual report requirement due to both the Department of Housing and Community Development (“HCD”) and State Controller while RDAs were active. All successor housing entities are now required to comply with different annual report requirements. In accordance with HSC Section 34176.1(f), specific data must now be reported annually for the Affordable Housing Fund. Senate Bill 107 (chapter 325, Statutes of 2015, effective January 2016) amended HSC Section 34176.1(f) to add a new reporting item and revise one reporting item.
The housing successor shall conduct, and shall provide to its governing body, an independent financial audit of the Low and Moderate Income Housing Asset Fund within six months after the end of each fiscal year, which may be included in the independent financial audit of the host jurisdiction. If the housing successor is a city or county, it shall also include in its report pursuant to Section 65400 of the Government Code and post on its internet website all of the following information for the previous fiscal year.
Attachment "1"
36 Item2.
SB 341 Annual Report
Successor Housing Agency - Community Development
City of Escondido
Fiscal Year: July 1, 2020 - June 30, 2021
1 The amount the city, county, or city and county received pursuant to subparagraph (A) of paragraph (3) of subdivision (b) of Section 34191.4.
During the fiscal year, the City of Escondido received a total of $7,478,660 for reinstated loan agreements under Code Section 34191.4(b)(3)(A), twenty percent ($1,495,732) of which was deposited into the Low and Moderate Income Housing Asset Fund in accordance with Code Section 34191.4(b)(3)(C)
2 The amount deposited to the Low and Moderate Income Housing Asset Fund, distinguishing between amounts deposited pursuant to subparagraphs (B) and (C) of paragraph (3) of subdivision (b) of Section 34191.4, amounts deposited for other items listed on the Recognized Obligation Payment Schedule, and other amounts deposited.
The SHA deposited $3,788,344 into the Affordable Housing Fund during fiscal year 2020-2021. This consisted of rents, promissory note and loan repayments, reimbursements and interest income.
Revenue Source Amount
Escondido Views/Mountain Shadows Rents $161,375
Former CDC Promissory Note Repayments $1,607,031
Sale of Real Property $78,998
Interest Income $199,459
Other Revenues
$1,741,481
$3,788,344
3 A statement of the balance in the fund as of the close of the fiscal year, distinguishing any amounts held for items listed on the Recognized Obligation Payment Schedule from other amounts.
Low and Moderate Housing Funds (as of July 1, 2021) $47,554,720 Land Held for Resale ($1,890,239)
Loans Receivable ($35,107,543)
Available Funds $10,556,938
Attachment "1"
37 Item2.
SB 341 Annual Report
Successor Housing Agency - Community Development
City of Escondido
Fiscal Year: July 1, 2020 - June 30, 2021
4 A description of expenditures from the fund by category, including, but not limited to, expenditures:
(A) for monitoring and preserving the long-term affordability of units subject to affordability restrictions or covenants entered into by the redevelopment agency or the housing successor and administering the activities described in paragraphs (2) and (3) of subdivision (a),
(B) for homeless prevention and rapid rehousing services for the development of housing described in paragraph (2) of subdivision (a), and (C) for the development of housing pursuant to paragraph (3) of subdivision (a).
The SHA spent $1,440,848 in FY 2020-2021.
Administrative Expenses (including monitoring) $429,242 Homeless Prevention and Rapid Rehousing $11,606
Development of Housing
$1,000,000
$1,440,848
5 As described in paragraph (1) of subdivision (a), the statutory value of real property owned by the housing successor, the value of loans and grants receivable, and the sum of these two amounts.
Real Property $1,969,237
Individual mobile home lots at Mountain Shadows and Escondido Views P roperty located at 542 W 3rd Avenue & 201 N Pine Street Loans Receivable $35,392,050
Developer loans and homeowner loans
6 A description of any transfers made pursuant to paragraph (2) of subdivision (c) in the previous fiscal year and, if still unencumbered, in earlier fiscal years and a description of and status update on any project for which transferred funds have been or will be expended if that project has not yet been placed in service.
N/A – no transfers made.
Attachment "1"
38 Item2.
SB 341 Annual Report
Successor Housing Agency - Community Development
City of Escondido
Fiscal Year: July 1, 2020 - June 30, 2021
7 A description of any project for which the housing successor receives or holds property tax revenue pursuant to the Recognized Obligation Payment Schedule and the status of that project
Th
e Successor Housing Agency does not receive or hold property tax revenue pursuant to the ROPS.
8 For interests in real property acquired by the former redevelopment agency prior to February 1, 2012, a status update on compliance with Section 33334.16. For interests in real property acquired on or after February 1, 2012, a status update on the project.
All real property was acquired prior to February 1, 2012. The Successor Housing Agency must initiate development activities on property acqui red by the former redevelopment agency within five years after the D epartment o f Finance confirmed the property as a housing asset (February 15, 2018).
The
Successor Housing Agency was unable to develop two properties owned by the City
located at 542 W 3rd Avenue & 201 N Pine Street as affordable housing. The City has
been in exclusive discussions with a developer since July 2017, continued past June 2021. Subsequently, the property sold to the market rate developer in December 20 21. Proceeds will be used for eligible projects.
9 A description of any outstanding obligations pursuant to Section 33413 that remained to transfer to the housing successor on February 1, 2012, of the housing successor's progress in meeting those obligations, and of the housing successor's plans to meet unmet obligations. In addition, the housing successor shall include in the report posted on its Internet Web site the implementation plans of the former redevelopment agency.
Th
e City of Escondido, as the Successor Housing Agency of the Community Development Commission of the City of Escondido, has no unmet obligations pursuant to Section 33413.
10 The information required by subparagraph (B) of paragraph (3) of subdivision (a).
Attachment "1"
39 Item2.
SB 341 Annual Report
Successor Housing Agency - Community Development
City of Escondido
Fiscal Year: July 1, 2020 - June 30, 2021
(a) Subdivision (d) of Section 33334.3 and subdivision (a) of Section 33334.4 shall not apply. Instead, funds received from the successor agency for items listed on the Recognized Obligation Payment Schedule shall be expended to meet the enforceable obligations, and the housing successor shall expend all other funds in the Low and Moderate Income Housing Asset Fund as follows:
(3) (B) If the housing successor fails to comply with the extremely low income requirement in any five- year report, then the housing successor shall ensure that at least 50 percent of these remaining funds expended in each fiscal year following the latest fiscal year following the report are expended for the development of rental housing affordable to, and occupied by, households earning 30 percent or less of the area median income until the housing successor demonstrates compliance with the extremely low income requirement in an annual report described in subdivision (f).
26% of Escondido’s deed restricted affordable units developed in the past 5 years (7/1/2016 – 6/30/2020) have been restricted to extremely low income households earning a maximum of 30% of AMI (37 of 140 units).
Project Name
Affordable
Housing
Agreement Date
Number of SHA
Deed-Restricted
Units
Number of Extremely
Low-Income (30%)
Units
557-563 Aster Place 06/08/2017 0 0
Windsor Gardens 08/07/2019 130 33
Veterans Villas 07/01/2020 10 4
11 The percentage of units of deed-restricted rental housing restricted to seniors and assisted individually or jointly by the housing successor, its former redevelopment agency, and its host jurisdiction within the previous 10 years in relation to the aggregate number of units of deed-restricted rental housing assisted individually or jointly by the housing successor, its former redevelopment agency, and its host jurisdiction within the same time period.
Twenty-six percent of the affordable units developed in the past 10 years (7/1/2011 – 6/30/2021) by the former redevelopment agency (Community Development Commission of the City of Escondido), Successor Housing Agency, and the City of Escondido (predominantly using federal HOME funds) have been restricted to seniors (130 of 500 units).
Attachment "1"
40 Item2.
SB 341 Annual Report
Successor Housing Agency - Community Development
City of Escondido
Fiscal Year: July 1, 2020 - June 30, 2021
Project Name Af ford. Housing
Agreement Date
Number of
Units Age Restrictions
Avocado Court 03/07/2012 36 None
Crossings @ Escondido
Manor 04/15/2015 44 None
Cypress Cove 08/06/2015 200 None
Solutions Escondido 12/17/2015 33 None
557-563 Aster Place 06/08/2017 4 None
Windsor Gardens 08/07/2019 130 62+
Veterans Villas 07/01/2020 53 None
12 The amount of any excess surplus, the amount of time that the successor agency has had excess surplus and the housing successor's plan for eliminating the excess surplus.
The Successor Housing Agency has an excess surplus of $5,540,695. The Successor Housing
Agency had an excess surplus in 2019 ($4,009,191) and 2020 ($5,233,419).
T
he Escondido Successor Housi ng A gency is committed to using these funds to develop affordable housing. During FYE 6/30/2021, there were two projects in the pipeline, one using Successor Housing Agency Funds ($4,000,000) and one using federal HOME funds ($1, 000,000).
Commitment of Successor Housing Agency funds was delayed due to a failed project.
In March 2019, the City released a Request for Proposals seeking to provide long-term affordable rental housing or first-time homebuyer opportunities on March 21, 2019.
Three proposals were received. On July 17, 2019, City Council approved funds for all three projects. Veterans Village of San Diego received a commitment of $1,000,000 from the Affordable Housing Fund for the construction a new 54-unit development on South Escondido Blvd in Escondido. These funds were expended in early July 2020. $1,000,000 in HOME funds were conditionally committed to a San Diego Habitat for Humanity homeownership project in December 2019. National CORE received a conditional commitment (not to exceed $3,178,000) for the acquisition and rehabilitation of a 71-unit market rate development dependent on receiving commitments from other funding sources. This project was terminated in December 2019 by the developer.
A
new RFP was release on March 26, 2022. On July 25, 2020, City Council co
nditionally committed $4,000,000 to Valley Senior Village Apartments, a 50-unit new construction senior affordable housing development which will include 25 units reserved Attachment "1"
41 Item2.
SB 341 Annual Report
Successor Housing Agency - Community Development
City of Escondido
Fiscal Year: July 1, 2020 - June 30, 2021
for homeless households. An Affordable Housing Loan Agreement for this project was executed on December 6, 2021. Construction (and spending) will begin in early 2022.
13 An inventory of homeownership units assisted by the former redevelopment agency or the housing successor that are subject to covenants or restrictions or to an adopted program that protects the former redevelopment agency’s investment of moneys from the Low and Moderate Income Housing Fund pursuant to subdivision (f) of Section 33334.3. This inventory shall include all of the following:
(A) The number of those units
(B) In the first report pursuant to this subdivision, the number of units lost to the portfolio after February 1, 2012, and the reason or reasons for those losses. For all subsequent reports, the number of the units lost to the portfolio in the last fiscal year and the reason for those losses.
(C) Any funds returned to the housing successor as part of an adopted program that protects the former redevelopment agency’s investment of moneys from the Low and Moderate Income Housing Fund (D) Whether the housing successor has contracted with any outside entity for the management of the units and, if so, the identity of the entity.
See attached Successor Housing Agency Homeownership Inventory.
Attachment "1"
42 Item2.
1992-93 0 178,050 10 10 (178,050)
1996-97
1999-00 1 216,000 36 34 (204,000) 1 (6,000)
2000-01 0 276,000 46 46 (276,000)
2001-02 1 90,000 15 12 (72,000) 2 (12,000)
2002-03 1 290,000 29 23 (230,000) 4 (40,000) 1 (10,000) 2003-04 1 150,000 15 10 (100,000) 2 (20,000) 1 (10,000) 1 (10,000) 2004-05 0 50,000 2 1 (25,000) 1 (25,000)
2005-06 0 50,000 2 1 (25,000) 1 (25,000)
2006-07 4 400,000 16 1 (25,000) 1 (50,000) 7 (175,000) 3 (50,000) 2007-08 17 1,350,000 54 1 (25,000) 4 (100,000) 25 (625,000) 2 (50,000) 5 (125,000) 2008-09 20 1,592,365 128 9 (104,600) 13 (145,750) 77 (939,335) 3 (41,250) 2 (30,000) 4 (54,885) 2009-10 13 840,732 71 6 (71,875) 49 (580,097) 1 (7,857) 2 (20,724) 2010-11 9 634,605 50 2 (31,740) 38 (470,640) 1 (9,450)
2011-12 9 412,753 34 4 (44,750) 18 (219,858) 3 (32,995) Totals 6,530,505 (1,189,650) (497,115) (10,000) 0 (2,919,930) (326,250) (87,857) (268,054) 0 0 508 145 39 1 0 210 15 6 16 0 0
76 1,231,649
1996-97 1 51,310 20 19 (48,310)
2008-09 5 375,000 15 2 (50,000) 5 (125,000) 3 (75,000)
426,310 (48,310) (50,000) 0 0 (125,000) (75,000) 0 0 0 0 35 19 2 0 0 5 3 0 0 0 0
6 128,000
2002-03 2 380,536 8 6 (284,315)
2003-04 6 946,833 19 8 (391,039) 4 (194,085) 1 (41,263) 2004-05 4 422,024 7 4 (238,003) 1 (55,682)
1,749,393 (913,357) 0 0 0 (194,085) 0 0 (96,945) 0 0
34 18 0 0 0 4 0 0 2 0 0
10 545,006
1991-1994 8 1,164,676 53 38 (856,606) 1 (11,100) 2 (23,137) 4 (88,185) 1,164,676 (856,606) 0 (11,100) (23,137) (88,185) 0 0 0 0 0 53 38 0 1 2 4 0 0 0 0 0
8 185,648
1102 MTN SHADOWS MPROP LOANS 02/2012 through 06/2020 07/2020 through 06/2021 Loans Issued Paid in Full Voided Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale 1131 ESC VIEWS/MTN SHADOW LOTS 02/2012 through 06/2020 07/2020 through 06/2021 Loans Issued Paid in Full Voided Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale 1106 FTHB LOANS (<80% AMI) 02/2012 through 06/2020 07/2020 through 06/2021 Loans Issued Paid in Full Voided Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale Loans Issued Paid in Full Voided Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale Paid in Full
SUCCESSOR HOUSING AGENCY HOMEOWNERSHIP INVENTORY
LOANS CLOSED PRIOR TO FEB 2012 LOANS CLOSED AFTER FEB 2012 LOANS CLOSED FY 2020/21 Fiscal
Year
1121 FTHB LOANS (>80% AMI) 02/2012 through 06/2020 07/2020 through 06/2021 Foreclosure Short-Sale
Attachment "1"
43 Item2.
LOANS CLOSED PRIOR TO FEB 2012 LOANS CLOSED AFTER FEB 2012 LOANS CLOSED FY 2020/21 Fiscal
Year
1121 FTHB LOANS (>80% AMI) 02/2012 through 06/2020 07/2020 through 06/2021 1991-1994 7 1,335,678 69 43 (854,671) 5 (67,251) 1 (1,244) 13 (257,962) 1,335,678 (854,671) 0 (67,251) (1,244) (257,962) 0 0 0 0 0 69 43 0 5 1 13 0 0 0 0 0
7 154,551
1987 0 355,224 32 25 (276,614) 5 (51,973) 1 (4,302) 1 (22,335) 355,224 (276,614) 0 (51,973) (4,302) (22,335) 0 0 0 0 0 32 25 0 5 1 1 0 0 0 0 0
0 0
1989-90 5 404,806.64 43 29 (311,079) 7 (31,924) 1 (434) 1 (4,500) 1990-91 2 418,423.46 38 27 (320,415) 4 (18,593) 2 (7,437) 1 (19,805) 2 (25,400) 1991-92 4 268,848.68 25 16 (170,831) 3 (16,963) 1 (5,500) 1 (4,793) 1992-93 0 206,883.37 18 13 (124,808) 2 (11,761) 2 (55,069) 1 (15,247) 1993-94 1 181,124.44 14 9 (109,500) 2 (11,624) 2 (40,000) 1994-95 0 105,512.00 12 8 (81,466) 3 (17,536) 1 (6,500) 1995-96 3 200,315.27 17 9 (120,489) 4 (25,999) 1 (19,883) 1996-97 0 185,254.00 19 16 (165,044) 2 (12,835) 1 (6,500) 1997-98 2 343,104.00 27 21 (275,989) 1 (6,500) 3 (47,690) 1998-99 0 404,884.75 28 25 (379,174) 1 (4,500) 2 (21,211) 1999-00 5 651,318.82 37 32 (584,267)
2000-01 3 315,696.00 24 13 (190,001) 1 (8,000) 5 (61,785) 1 (7,050) 1 (8,000) 2001-02 3 350,881.00 18 14 (272,881) 1 (25,000)
2002-03 2 240,008.00 15 10 (175,852) 1 (5,495) 2 (32,451) 2003-04 1 108,439.72 6 4 (60,267) 1 (23,314)
2004-05 3 76,795.00 9 2 (10,922) 3 (23,570) 1 (8,000)
2005-06 10 710,667.00 34 6 (148,355) 1 (34,022) 1 (19,971) 8 (187,767) 4 (76,355) 3 (60,509) 1 (4,780) 2006-07 11 637,495.00 27 4 (101,365) 1 (20,000) 10 (248,818) (10,000) 1 (20,000) 2007-08 14 519,613.00 23 rfds (6,619) 6 (174,788) 1 (19,697) 1 (4,920) 1 (19,905) 2008-09 8 489,723.00 21 1 (38,055) 8 (195,364) 3 (57,247) 1 (498) 2009-10 5 247,671.00 13 rfds (1,831) 3 (53,031) 4 (75,000) 1 (19,630) 2010-11 13 449,191.00 21 rfds (12,981) 1 (20,000) 4 (74,788) 1 (20,000) 1 (6,500) 1 (20,000) 2011-12 2 186,000.00 10 rfds (9,752) 1 (20,000) 5 (102,907) 1 (3,137) 1 (18,024) Totals 7,702,655 (3,671,941) (74,022) (201,706) (17,866) (1,424,741) (286,249) (100,811) (115,132) (8,000) 0 499 259 3 31 5 70 17 8 8 1 0
97 1,802,187.89
Short-Sale Paid in Full Foreclosure Short-Sale Paid in Full Foreclosure 1104/1103 REHAB LOANS (SINGLE FAMILY/MOBILEHOME) 02/2012 through 06/2020 07/2020 through 06/2021 Loans Issued Paid in Full Voided Foreclosure Short-Sale 1127 RANCHO ESCONDIDO MPROP LOANS 02/2012 through 06/2020 07/2020 through 06/2021 Loans Issued Paid in Full Voided Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale 1101 ESCONDIDO VIEWS MPROP LOANS 02/2012 through 06/2020 07/2020 through 06/2021 Loans Issued Paid in Full Voided Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale Paid in Full Foreclosure Short-Sale Attachment "1"
44 Item2.
SB 341 Compliance Reporting Sources & Uses 6/30/2021
#1 Amount Deposited:
Fund 283 4611 / 4612 Rents - Esc Views/Mtn Shadows 161,375$ Fund 281 1101 / 1102 Loan Repayments (w/o writeoffs) 9,834$ 1103 / 1104 Loan Repayments (w/o writeoffs) 125,132
1106 / 1121 Loan Repayments (w/o writeoffs) 268,054
1131 Loan Repayments (w/o writeoffs) 112,473
1127 Loan Repayments (w/o writeoffs) 5,000
4608 Interest from Loan repayments 1,086,538 1,607,031 1200 SERAF Repayment -
3010 / 4981 Sale of Property 78,998
Fund 281 4609 / 4980 Interest on Investment 196,025$
Fund 283 4609 Interest on Investment 3,434 199,459 Fund 281 4918/4925/4990/4999 Other Revenues 1,741,481
3,788,344$
#3 Administration Expense:
Fund 283 5000's 149,087$
Fund 281 5000's Less 5136 & ESGHUD (with writeoff expenditure) 245,655 394,742$ 5136 rental subsidy 34,500
ESGHUD Homelessness Prevention 11,606
1100's Development of Housing (VVSD) 1,000,000
1100's Development of Housing -
1,440,848$
Attachment "1"
45 Item2.
INDEPENDENT A
UDITORS’ REPORT
To the Honorable Mayor and Members of the City Council
of the City of Escondido
Escondido, California
Report on Financial Statements
We have audited the accompanying financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component unit, each major fund, and the aggregate remaining fund information of the City of Escondido, California (the “City”), as of and for th e year ended June 30, 2021, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents.
Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.
Auditors’ Responsibility
Our responsibility is to express opinions on these financial statements based on our audit. We did not audit the financial statements of California Center for the Arts , Escondido Foundation (the “Foundation”), which represent 100% of the assets, net position, and revenues of the aggregat e discretely presented component unit. Those statements were audited by other auditors whose report has been furn ished to us, and our opinion, insofar as it relates to the amounts included for the Foundation, is based solely on the report of the other auditors.
We conducted our audit in accordance with auditing standard s generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards , issued by the Comptroller General of the United States. Those standards require th at we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement.
An audit involves performing procedures to obtain audit ev idence about the amounts and disclosures in the financial statements. The procedures selected depend on the audito r’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the City’s preparation and fair pr esentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal contro l. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.
We believe that the audit evidence we have obtained is sufficient and approp riate to provide a basis for our audit opinions.
4365 Executive Drive, Suite 710, San Diego, California 92122 Tel: 858-242-5100 • Fax:
858-242-5150
www.pungroup.cpa
3939352 Pun & McGeady_L_final.pdf 2 1/14/14 3:48 PM
Attachment "2"
46 Item2.
To the Honorable Mayor and Members of the City Council
of the City of Escondido
Escondido, California
16 Opinions
In our opinion, based on our audit and the report of other a uditors, the financial statements referred to above present fairly, in all material respects, th e respective financial position of the g overnmental activities, the business-type activities, the aggregate discretely presented component unit, each major fund, and the aggregate remaining fund information of the City as of June 30, 2021, and the respective changes in financial position, and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America.
Emphasis of a Matter
Implementation of GASB Statement No. 84
As discussed in Note 1 to the financial statemen ts, the City implemented GASB Statement No. 84, Fiduciary Activities. As a result of the implementation, the City converted the former agency funds, which previously reported assets and liabilities only, to custodial funds and reported a restatement of its net position in the amount of $1,611,817.
Our opinion is not modified with respect to this matter.
Other Matters
Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the Management’s Discussion and Analysis, Budgetary Comparison Sc hedules, Schedules of Changes in Net Pension Liability and Related Ratios, and Schedules of Plan Contributions on pages 19 through 32 and 104 through 115 be presented to supplement the basic financial statements. Such informati on, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the Re quired Supplementary Information in accord ance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other kno wledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the in formation because the limited pr ocedures do not provide us with sufficient evidence to express an opinion or provide any assurance.
Other Information
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The Introductory Sec tion, Combining and Individual Nonmajor Fund Financial Statements and Budgetary Comparison Schedules, and Statistical Section, are presented for purposes of additional analysis and are not a required part of the basic financial statements.
The Combining and Individual Nonmajor Fund Financial Statements and Budgetary Comparison Schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial stat ements. Such information has been subj ected to the auditing procedures applied in the audit of the basic financial statements and certai n additional procedures, including comparing and reconciling such information directly to the underlying accounting and othe r records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the Combining and Individual Nonmajor Fund Financial Statements and Budgetary Comp arison Schedules are fairly stated in all material respects in relation to the basic financial statements as a whole.
Attachment "2"
47 Item2.
To the Honorable Mayor and Members of the City Council
of the City of Escondido
Escondido, California
17 The Introductory and Statistical Sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements, and accordingly, we do not express an opinion or provide any assurance on them.
Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards , we have also issued our report dated December 27, 2021, on our consideration of the City’s internal control over financia l reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreemen ts and other matters. The purpose of that report is solely to describe the scope of our testing of internal control ove r financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City’s internal control over financial reporting or on compliance. That report is an integral pa rt of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control over financial reporting and compliance.
San Diego, California
December 27, 2021
Attachment "2"
48 Item2.
Successor Nonmajor Total
Agency Governmental Governmental
General Housing Funds Funds
ASSETS
Cash and investments 35,431,330$ 10,270,526$ 49,530,597$ 95,232,453$ Receivables (net):
Accounts 3,707,991 175 6,452 3,714,618 Interest 74,088 10,122,105 6,315,032 16,511,225 Taxes 10,732,277 - 37,313 10,769,590 Loans 11,449,680 35,392,050 17,510,248 64,351,978 Due from other governments 203,555 - 4,450,443 4,653,998 Due from Successor Agency 2,742,953 - 990,638 3,733,591 Due from other funds 1,622,563 - - 1,622,563 Inventory, at cost - - 14,109 14,109 Prepaid items 69,264 - 17,970 87,234 Deposits - - 219,334 219,334 Land held for resale - 1,890,239 - 1,890,239 Advances to other funds - - 200,000 200,000 Restricted assets:
Cash and investments 15,301,704 - - 15,301,704 Cash and investments with fiscal agent - - 1 1 Total Assets 81,335,405$ 57,675,095$ 79,292,137$ 218,302,637$
LIABILITIES, DEFERRED INFLOWS OF
RESOURCES, AND FUND BALANCES
Liabilities:
Accounts payable 1,561,103$ 233$ 1,011,312$ 2,572,648$ Deposits payable 11,779,004 9,450 2,628,357 14,416,811 Retentions payable - - 50,930 50,930 Accrued expenditures 3,340,687 10,136 111,733 3,462,556 Due to other funds - - 1,622,563 1,622,563 Unearned revenue - - 304,967 304,967 Advances from other funds 200,000 - - 200,000 Total Liabilities 16,880,794 19,819 5,729,862 22,630,475 Deferred Inflows of Resources:
Unavailable revenue 15,734,215 10,100,556 10,488,117 36,322,888 Total Deferred Inflows of Resources 15,734,215 10,100,556 10,488,117 36,322,888 Fund Balances:
Nonspendable 69,264 - 282,413 351,677 Restricted 15,301,704 47,554,720 59,712,240 122,568,664 Committed 17,392,319 - 5,171,026 22,563,345 Assigned 14,423,119 - - 14,423,119 Unassigned (deficit) 1,533,990 - (2,091,521) (557,531) Total Fund Balances 48,720,396 47,554,720 63,074,158 159,349,274 Total Liabilities, Deferred Inflows of
Resources, and Fund Balances 81,335,405$ 57,675,095$ 79,292,137$ 218,302,637$ Major Funds
CITY OF ESCONDIDO
Balance Sheet
Governmental Funds
June 30, 2021
See Accompanying Notes to Basic Financial Statements.
38 Attachment "2"
49 Item2.
Fund balances for governmental funds 159,349,274$
Amounts reported for governmental activities in the statement of net position are different because:
Capital assets used in governmental activities are not current financial resources and, therefore, are not reported in the governmental funds.
Amount reported in government-wide statement of net position:
Capital assets, not being depreciated $ 78,935,651
Capital assets, being depreciated, net 207,978,240 Less: amount reported in internal services fund (8,420,642) 278,493,249
A portion of the unavailable revenue is not available to pay for current-period expenditures and, therefore, is not recognized in the funds. 36,322,888
Internal service funds are used by management to charge the costs of activities involved in rendering services to departments within the City. The assets and liabilities of the internal service funds are included in the Statement of Net Position.
Total internal service fund net position 10,304,363
Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds 1,229,452
11,533,815
Noncurrent liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. Noncurrent liabilities allocated from internal service funds are included in the internal service fund adjustment above.
Compensated absences (7,311,294)
Claims payable (17,528,800)
Loans (1,831,313)
Leases (941,695)
Bonds (55,800,000)
Bond premium (6,531,476)
Bond discount 5,329
Deferred gain on refunding (322,215)
Deferred loss on refunding 31,773
Less: amount reported in internal services fund 17,890,269 (72,339,422)
Net pension liability is not due and payable in the current period and therefore is not reported in the governmental funds. The net pension liability allocated from internal service funds are included in the internal service fund adjustment above.
Aggregate net pension liability (222,113,105)
Less: amount reported in internal services fund 11,268,921 (210,844,184)
Deferred outflows and deferred inflows of resources related to pensions are not available for current period and, therefore, are deferred in the governmental funds or not recorded in the governmental funds
Deferred outflows of resources related to pensions 32,212,044 Deferred inflows of resources related to pensions (626,450) Less: amount reported in internal services fund (1,643,756) 29,941,838
Interest payable on noncurrent liabilities is not accrued in governmental funds, but rather is recognized as an expenditure when due. (959,525)
Net position of governmental activities 231,497,933$
CITY OF ESCONDIDO
Reconciliation of the Governmental Funds Balance Sheet
to the Government-Wide Statement of Net Position
June 30, 2021
See Accompanying Notes to Basic Financial Statements.
39 Attachment "2"
50 Item2.
Successor Nonmajor Total
Agency Governmental Governmental
General Fund Housing Funds Funds
Revenues:
Sales tax 44,295,507$ -$ -$ 44,295,507$ Property taxes 31,209,631 - 5,052,910 36,262,541 Other taxes 14,142,701 - 2,641,621 16,784,322 Licenses and permits 2,433,872 - - 2,433,872 Fines and forfeits 864,799 - - 864,799 Intergovernmental 5,100,302 - 15,876,484 20,976,786 Charges for services 10,954,833 - 8,317,489 19,272,322 Special assessments - - 844,356 844,356 Lease income 4,131,577 161,375 - 4,292,952 Investment income 7,768,404 1,113,338 594,862 9,476,604 Miscellaneous 573,250 212,750 42,754 828,754 Total Revenues 121,474,876 1,487,463 33,370,476 156,332,815 Expenditures:
Current:
General government 6,418,130 - 3,776,025 10,194,155 Public safety 71,492,705 - 2,044,570 73,537,275 Public works 12,299,384 - 2,563,185 14,862,569 Community services 9,584,866 - 3,379,883 12,964,749 Community development 4,011,247 440,848 390,872 4,842,967 Capital outlay 194,308 - 4,717,898 4,912,206 Debt service:
Principal retirements 548,922 - 2,388,005 2,936,927 Interest and fiscal charges 78,470 - 2,818,607 2,897,077 Total Expenditures 104,628,032 440,848 22,079,045 127,147,925 Excess (Deficiency) of Revenues
Over Expenditures 16,846,844 1,046,615 11,291,431 29,184,890 Other Financing Sources (Uses):
Sale of capital assets 261,625 - - 261,625 Transfers in 2,085,000 1,520,732 6,538,970 10,144,702 Transfers (out) (7,561,772) - (3,065,000) (10,626,772) Total Other Financing Sources (Uses) (5,215,147) 1,520,732 3,473,970 (220,445) Net Change in Fund Balance 11,631,697 2,567,347 14,765,401 28,964,445 Fund Balances:
Beginning of Year 37,088,699 44,987,373 48,308,757 130,384,829 End of Year 48,720,396$ 47,554,720$ 63,074,158$ 159,349,274$ For the Year Ended June 30, 2021
Major Funds
CITY OF ESCONDIDO
Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds
See Accompanying Notes to Basic Financial Statements.
40 Attachment "2"
51 Item2.
Net change in fund balances - total governmental funds: 28,964,445$ Amounts reported for governmental activities in the statement of activities are different because:
Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of these assets are allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which capital outlays, contributed capital assets, retirements, and capital related expenditures exceeded depreciation in the current period. Capital asset activity from internal service funds are reported in the internal service activity below.
Capital outlay 4,912,206$
Depreciation, net of $3,695,504 from Internal Service Funds (13,625,840) Contributed capital assets 5,309,476
(3,404,158)
Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. (2,787,466)
Internal service funds are used by management to charge the costs of activities involved in rendering services to departments within the City. The net revenue of internal service funds was reported with governmental activities.
Total internal service fund change in net position (1,336,348) Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds 287,480
(1,048,868)
The issuance of long-term debt provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds. Neither transaction however, has any effect on net position.
Change in compensated absences 51,773
Change in pension liability (7,095,785)
Principal retirements 2,936,927
Accrued interest 495,180
(3,611,905)
Change in net position of governmental activities 18,112,048$
CITY OF ESCONDIDO
Reconciliation of the Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances to the Government-Wide Statement of Activities For the Year Ended June 30, 2021
See Accompanying Notes to Basic Financial Statements.
41 Attachment "2"
52 Item2.
City of Escondido Community Development Commission
Excess Surplus Calculation
For the Fiscal Year Ended June 30, 2021
Low and Moderate Low and Moderate
Housing Funds Housing Funds
All Project Areas All Project Areas
June 30, 2020 June 30, 2021
Opening Fund Balance 44,987,373$ 47,554,720$
Less Unavailable Amounts:
Land held for resale (1,969,237)$ (1,890,239)$
Loans Receivable (35,107,543) (35,392,050)
(37,076,780) (37,282,289)
Available Housing Successor Funds 7,910,593$ 10,272,431$ Limitation (greater of $1,000,000 or four years deposits) Aggregate amount deposited for last four years:
2020 - 2021 -$ 2,567,347$
2019 - 2020 685,897 685,897
2018 - 2019 874,408 874,408
2017 - 2018 604,084 604,084
2016 - 2017 512,785 -
Total 2,677,174$ 4,731,736$
Base Limitation 1,000,000$ 1,000,000$
Greater amount 2,677,174 4,731,736
Computed Excess/Surplus 5,233,419$ 5,540,695$
Attachment "2"
53 Item2.
ORDINANCE NO. 2022-06
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
ESCONDIDO, CALIFORNIA, AMENDING THE ESCONDIDO
MUNICIPAL CODE TO PROVIDE FOR CITY COUNCIL
ELECTIONS BY DISTRICTS
The City Council of the City of Escondido, California does ordain as follows:
SECTION 1. The City Council makes the following findings:
a) The City of Escond ido established a seven -member I ndependent Redistricting C ommission vested with the authority to develop a redistricting plan for future City Council elections; and b) The Independent Redistricting Commission has considered the matter of drawing four council districts in the City of Escondido, and has considered the population of the City of Escondido as reflected in the United States 2020 Census; and
c) The Independent Red istricting Commission has held six public hearings in geographically diverse locations throughout Escondido where all Escondido citizens had an equal opportunity to comment on the drawing of district lines; and
d) After the six public hearings, the Independent Redistricting Commission published a Preliminary Redistricting Plan and report for public consideration and comment; and e) The Independent Redistricting Commission has held three public hearings in various geographic areas of the City where Escondido citizens had an equal opportunity to comment on the drawing of district lines and the Preliminary Redistricting Plan; and
54 Item3.
STAFF REPORT
March 30, 2022
File Number 0120-15
SUBJECT
BOARD AND COMMISSION INTERVIEWS
DEPARTMENT
City Clerk’s Office
RECOMMENDATION
Request the City Council conduct interviews of applicants to fill vacancies on the City's Boards and Commissions.
Staff Recommendation: None (City Clerk’s Office: Zack Beck) Presenter: Zack Beck
FISCAL ANALYSIS
None.
PREVIOUS ACTION
None.
BACKGROUND
Terms for certain members serving on the Building and Advisory Appeals Board, Historic Preservation Commission, Library Board of Trustees, Planning Commission, Public Art Commission, and Transportation and Community Safety Commission are set to expire on March 31, 2022 . The City Council will interview candidates on March 16, 2022 (Attachment 1) and March 30, 2022 (Attachment 1) . The Mayor’s appointments will be ratified by the City Council in April 2022.
ATTACHMENTS
a. Attachment 1 – Candidate Applications
55 Item4.
Name Shir Cornblum,
Esq.
Address
Do you live in the City of Escondido Limits? N/A
Do you live in the General Plan Area? N/A
Home Phone
Email Address
Length of time you lived in the area N/A
Employer Macdonald & Cody, Legal, Irvine, California
Occupation Associate Attorney
Business Address N/A
Business Phone N/A
Board of Commission for which you are applying? Building Advisory & Appeals Board If you have filed additional applications for other boards or commissions, please list them in order of preference N/A If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido N/A If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? N/A If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) N/A Community Involvement: List present membership in any community service or civic organizations, if any? What skills and abilities will you bring to the City of Escondido? I recently moved from Huntington Beach to Escondido. I am highly motivated individual, currently working as an insurance defense attorney, and interested in finding solutions to constructions issues. I am able to bring a legal perspective with regards to insurance and contract as well assist with reaching resolutions due to my negotiation skills or case settlements from the legal field. Upon moving to Escondido, I have found the city has great potential for development and would greatly appreciate to be a part of its developmental process. I believe a balance should be created between environment and construction growth as well as ensuring great habitability in buildings according to code. I have great communication skills and believe this would be helpful to such position. What are your objectives for participating in this program? I would like to contribute to the city I have moved to. I believe Escondido has great potential and a lot to offer to new residents. I believe assisting with facilitating the constructional growth, habitability of the residents and ensuring protection of the environment while retaining "green areas" is important. What type of work would you like to do during your time with us? I would like to participate in city council committee and/or being a Board Member of the Building Advisory or planning communion. I could also assist volunteering in legal positions assisting the city or its residents. Please list any restrictions that may impact your ability to volunteer Availability regarding working hours. If performing legal job, conflict check proceedings will need to be put in place. Availability Monday ‐ Friday (after 6:00PM), availability could potentially be modified depending on the volunteering requirements.
Attachment 1
56 Item4.
Shir Cornblum Esq.
PROFESSIONAL SUMMARY
Highly motivated and resourceful associate attorney with extensive background in contracts reviewing, litigation, insurance defense and international law. A member of the California and D.C. Bar in good standing currently seeking an employment opportunity to expand my skills, knowledge, and experience in the legal field.
EDUCATION
University of Connecticut School of Law, Hartford, CT, completed May 2017 U.S. Legal Studies LL.M. Program, Hartford, CT – Awarded Dean’s Scholarship Extensive, flexible, and individually specialized program preparing foreign law graduates to sit a U.S. bar exam.
Activities: LL.M. Student Representative to the Student Bar Association, Secretary of the Jewish Law Students’ Association, Member of Connecticut Alliance of International Lawyers Tilburg University, Tilburg, the Netherlands
Global Law LL.B. Program - Graduated with distinction, 2016 A Multidisciplinary study of law from a global perspective through exploration of legal systems throughout the world across legal disciplines. Relevant to the promotion of global development of law.
European Honors Certificate, 2016
Four-course optional interdisciplinary program focusing on the interrelations between European nations.
MEMBERSHIPS & CERTIFICATES
Bar Memberships: California, 2021 ; District Columbia, 2017 Certificates: Immigration Law, Legal Research LexisNexis, Professional Research LexisNexis, Foundations of U.S. Law, US Civil and Criminal Justice.
SKILLS
Microsoft Office
Time & Records Management
Legal Research & Writing
Public Speaking
Legal Document Drafting
Adaptability
Contract Law
Immigration Law
EXPERIENCE
Macdonald & Cody, Legal, Irvine, California
Associate Attorney, January, 2021 – Current
• Meet demands for policy limits, negotiate personal contributions on client’s behalf, complete minor’s compromise petitions and attend hearings and globally settle cases with multiple claimants • Conduct necessary and appropriate discovery, hearings, depositions, mediations, and similar proceeding • Research the law applicable to cases or matters; drafts legal documents, pleadings, motions, briefs and opinions as required. If requested, conduct settlement negotiations • Advise, communicate and confer with Claims Representatives and Insured Clients, rendering clear, unambiguous legal opinions and advice
Attachment 1
57 Item4.
Macdonald & Cody, Legal, Irvine, California
Law Clerk, November, 2020 – December, 2020
• Review, analyze and summarize reports and other pre-litigation materials such as medical records, discovery, billings and other legal documents
• Communicate closely with clients and provide initial case analysis and defense strategies • Collaborate with opposing counsel in facilitating settlements on clients’ behalf • Draft settlement agreements, declarations, tender letters and legal correspondence Hadco Metal Trading LLC, Legal, Bensalem, Pennsylvania
Legal Administrator, October, 2017 - July, 2020
• Revi
ew contracts with customers and suppliers for compliance with state , federal and international law • Analyze, prepare and edit existing contracts or other documents such as legal correspondence , as well as organize and maintain documents in paper or electronic filing system • Examine, evaluate and discuss potential contract with customers • Prepare HR documents such as: employment contracts, new hire guides and disciplinary actions • Liaise with external partners (such as insurance vendors) and ensure legal compliance • Participate in HR projects such as joining a PEO, shelter volunteering, composing sexual harassment prevention trainings, ensuring compliance with safety & health programs and assisting in recruitment innovation • Meet with customers and suppliers to discuss details of contracts UConn LL.M. Admissions Office, Assistant
University Employment Spring 2017
• Contacted prospective students, production of alumni newsletter and creating profiles for graduate students Global Law Program, Promotion Team, Tilburg, the Netherlands
University Employment, April 2014 – April 2016
• Contacted prospective students, answering questions and organizing campus tours Danya Cebus, Internship, Bucharest, Romania
In-House Counsel Legal Assistant, Summer 2015
• Assisted with analyzing, drafting and examining current and potential construction contracts • Cooperated with financial, tax and bidding departments to understand terms of agreements and draft agreements. • Supported Communication with Israeli headquarters and developed knowledge of the civil law procedure and court’s hierarchy through attending court sessions
Milit
ary Service in the Israeli Defense Forces (IDF), Israel Casualty Department Administrative, Lieutenant, April 2011 – July 2013 • Managed an adjutancy office of 8 soldiers, maintaining daily responsibility for multiple sectors of the department • Maintained communication with 800 reservists and executed related administrative tasks • Received award for outstanding officer performance
International Relations Department, Israel
Soldier, October 2010 – March 2011
• Carried responsibility for scheduling expedition visits of U.S. Military personnel who shared combat training with Israeli soldiers and military reservists for operations in time of an emergency
LANGUAGES
English and Hebrew – Native/bilingual proficiency • Romanian and Spanish–Elementary proficiency Attachment 1
58 Item4.
Name Mr. George Khouy
Addres
s
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? N/A
Home Phone N/A
Email Address
Length of time you lived in the area 6+ Years
Employer Retired
Occupation Civil/Environmental Engineer
Business Address N/A
Business Phone N/A
Board of Commission for which you are applying? Building Advisory & Appeals Board If you have filed additional applications for other boards or commissions, please list them in order of preference Planning Commission/Transportation & Community Safety Commission If you are an incumbent, how long have you served in your current position No Have you ever been a member of any City board or Commission, or employed by the City of Escondido N/A If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? N/A If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Mr. Sam Abed Home Address:
Business Address: Brush & Associates, 520 W. Valley Parkway Ste. A, Escondido (760‐ 745‐6700 Real Estate Mr. Mitchel Berner Home Address:
Retired Ms. Sandy Eichen Home Address:
Keller Williams, Escondido ‐ Real Estate
Community Involvement: List present membership in any community service or civic organizations, if any? Ex‐board member of Rancho Bernardo MPlanning Group, City of San Diego (2002‐2006) Ex‐board member of Bernado Santa Fe HOA, Escondido (2017‐2021) Presently Commissioner on the SD County Leon L. Williams Human Relations Commission
Attachment 1
59 Item4.
Attachment 1
60 Item4.
Attachment 1
61 Item4.
Name Scott M
cColl
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? Yes
Home Phone
Email Address
Length of time you lived in the area 6 Months
Employer domusstudio architecture
Occupation Architect
Business Address 2800 Third Ave, San Diego
Business Phone 619‐692‐9393
Board of Commission for which you are applying? Building Advisory and Appeals If you have filed additional applications for other boards or commissions, please list them in order of preference N/A If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido No If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) David Keitel AIA / / 2022 AIA President San Diego, 2022 AIA California Board of Directors / Architect Diane Zoura, Principal / Senses & Spaces / / Interior Designer Jon Dominy AIA / Principal domusstudio architecture / / 2800 Third Ave San Diego, CA / Architect
Community Involvement: List present membership in any community service or civic organizations, if any? N/A
Attachment 1
62 Item4.
Name Barry Speer
Addres
s
Do you live in the City of Escondido Limits? yes
Do you live in the General Plan Area? yes
Home Phone
Email Address
Length of time you lived in the area 16 years
Employer Donan Engineering
Occupation Regional Engineering Manager
Business Address
Business Phone
Board of Commission for which you are applying? Building Advisory and Appeals Board If you have filed additional applications for other boards or commissions, please list them in order of preference Planning Commission
If you are an incumbent, how long have you served in your current position 4 years Have you ever been a member of any City board or Commission, or employed by the City of Escondido yes If so what capacity? Building Advisory and Appeals Board Are any persons now employed by the City of Escondido related to you by blood or by marriage? no If so, list name and relationship? none
Personal References (Name/Address/Business Address/Occupation) Michael Morasco/ /Physical Therapist/Escondido City Councilman
Community Involvement: List present membership in any community service or civic organizations, if any? Escondido Building Advisory and Appeals Board, Escondido Homelessness and Housing Public Advisory Committee
Attachment 1
63 Item4.
Name James Spann
Address
Do you
live in the City of Escondido Limits? yes
Do you live in the General Plan Area? yes
Home Phone
Email Address
Length of time you lived in the area 44 years
Employer Expressions Designs/owner
Occupation Sales and design
Business Address 218 E. Grand #205 Escondido, CA92025
Business Phone 760‐741‐4047
Board of Commission for which you are applying? Historic Preservation Commission If you have filed additional applications for other boards or commissions, please list them in order of preference n/a If you are an incumbent, how long have you served in your current position 12 years Have you ever been a member of any City board or Commission, or employed by the City of Escondido Planning Commission Downtown Business Association Old Escondido Boar membert If so what capacity? Planning CommissionBoard member in the 90'smember in the 90's DBA Are any persons now employed by the City of Escondido related to you by blood or by marriage? yes If so, list name and relationship? ‐ son in law Escondido Police Department Sergeant Personal References (Name/Address/Business Address/Occupation)
Community Involvement: List present membership in any community service or civic organizations, if any? Board Member for Historic District Past Board member of Downtown Business Association 90's
Attachment 1
64 Item4.
Name Carolyn Clemens
Address
Do
you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? No
Home Phone
Email Address
Length of time you lived in the area 8 years
Employer Northrop Grumman
Occupation Program Manager
Business Address 17030 Goldentop Road, San Diego, CA 92127 Business Phone 442‐341‐6124
Board of Commission for which you are applying? Library Board of Trustees If you have filed additional applications for other boards or commissions, please list them in order of preference N/A If you are an incumbent, how long have you served in your current position 3 years Have you ever been a member of any City board or Commission, or employed by the City of Escondido In addition to the Library Board of Trustees I also currently sit on the Escondido Independent Redistricting Commission If so what capacity? Commissioner
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Ben Clark, Phone number: , Business Address: 16710 Via del Campo Court, San Diego, CA 92127; Program Manager for Northrop Grumman Blake Baldwin, Phone number: , Business Address: 16710 Via del Campo Court, San Diego, CA 92127; Manager of Electronic Engineering
Community Involvement: List present membership in any community service or civic organizations, if any? Currently the President for the Escondido Library Board of Trustees, Commissioner for the Escondido Independent Redistricting Commission
Attachment 1
65 Item4.
CAROLYN CLEMENS
CAROLYN CLEMENS IS A RESULTS DRIVEN TEAM MEMBER WHO EXCELS AT PROJECT MANAGEMENT, ANALYSIS, BUSINESS DEVELOPMENT, CRITICAL THINKING, AND PROCESS MANAGEMENT. SHE IS A SKILLED COMMUNICATOR AND IS LAUDED FOR HER STAKEHOLDER MANAGEMENT AND CONSULTING SKILLS.
EDUCATION
May 2016 Georgetown University, Washington, DC
Master of Arts in National Security Studies; School of Foreign Service
May 2011 University of San Diego, San Diego, CA
Bachelor of Arts in Political Science, French; Minor in Accounting
CLEARANCE: Top Secret, SSBI
EXPERIENCE
November 2018 - Program Manager 2
Present Northrop Grumman Aeronautics Systems
• Program Manager of a program with 10 Integrated Project Teams (IPTs). Liaise between engineering areas, Cost Management, Scheduling, and Contracts to ensure alignment across all areas • Establish a program organization that effectively addresses customer requirements and incorporates the necessary internal and external sub-organizations
• Lead and direct cross-functional IPTs to meet program cost, schedule and technical performance objectives • Create and deliver presentations to customers, executive management and other program stakeholders • Create, review, and finalize the program Statement of Work, make changes to the Integrated Master Plan and Integrated Master Schedule as a result of SOW changes
• Manage program and subordinate baselines; lead baselining of new efforts between Business Management, Scheduling, and IPTs; have and use MS Project expertise • Develop and adhere to budget baselines utilizing Earned Value Management (EVM) • Ensure program team understands and adheres to contract scope, and manages change through control board activities
• Manage risks and opportunities across the Program; lead and conduct thorough risk & opportunity management practices including identification, mitigation and realization; approve risks/opportunities and their mitigation/capture plans
• Create new tools that help business performance, consult with business management on their tools and help with implementation across the IPTs
October 2016 – Associate Project Analyst Consultant
October 2018 Booz Allen Hamilton, San Diego, CA
• Acted as Director of Operations for SPAWAR PEO C4I’s PMW 770, Undersea Communications & Integration Program Office; served on the PMW 770 Program Leadership Team and acted as Chief of Staff for the Government Program Manager and Deputy Program Manager
• Managed all internal business operations and processes for a Program Office with a $500 million Fiscal Year Defense Plan budget; managed an internal support team of five individuals and led a contractor team of 15, ensuring deadlines were met on time and mitigated issues that arose from business operations • Planned, facilitated, and briefed at 150+ person events such as Strategic Off-sites, Program Reviews, and Program Management Reviews at the UNCLASS and SECRET levels • Acted as liaison between PMW 770 and PEO C4I as well as outside stakeholders including OPNAV, NUWC, NSWC, SSC PAC, SSC LANT, and others
• Developed and implemented strategic plans and led strategic planning meetings
May 2015 - Project Management Specialist
September 2016 Engility Corporation, Alexandria, VA
• Served as communications specialist responsible for editing internal and external formal documentation, generated strategic communication in the forms of pamphlets, newsletters, and web. Managed formal agreements and served as the liaison with multiple departments for communication requirements • Drafted and edited proposals, ensuring all requirements were addressed and documented, gathered historical performance data, developed technical baseline solutions, SWOT and gap analyses • Acted as the chief of staff in providing recommendations and guidance for business operations action, budget planning, forecasting, and strategic vision related to international development and foreign security sector reform
Attachment 1
66 Item4.
• Collaborated across high level executives to accomplish day to day and long term tasking and goal achievement, served as the liaison between corporate entities and account staff, developed and presented briefings to senior management
• Prepared and maintained all documents associated with Executive meetings to include PowerPoint briefings to the CEO, weekly updates to management team, finance and operations meetings, Business Development and Pipeline meetings
• Assisted Operations Director in process management by tracking and submitting invoices, updating purchase orders, and facilitating operations by trouble shooting and solving problems
January - Declassification Analyst
May 2015 AECOM, Washington, DC
• Analyzed U.S. naval records to determine potential for declassification, developed recommendations for documentation declassification
• Gained historical knowledge of Naval equities, assets, and operations in order to perform document assessments and classification duties
July 2012 - Marketing Manager
December 2013 HighTechLending, Inc, San Diego, CA
• Managed over 20 outside salespeople’s business to include tracking their mortgage projects through processing, providing answers to questions, preparing illustrations for new business, prescribing products for agents to use with clients, and finding solutions to problems that arose throughout business; monitored and provided status of materials associated with the Reverse Mortgage process to staff and clients • Organized monthly outside agent training, including recruiting agents, training agents • Generated all content in newsletters, brochures, websites, presentations, client materials, and monthly agent trainings using Power Point, Word, and Excel
• Sold reverse mortgages and annuities to clients as a licensed NMLS Loan Officer, Life-Only agent; generated over $200,000 in revenue for the business over the course of one year • Served as liaison between borrowers, loan officers, processors, and lenders; interacted with a broad number of organizations required to complete the reverse mortgage process • Led public speaking engagements with clients at seminars regarding reverse mortgages, annuities, trusts, and planning for retirement; managed a database of clients, recording specifics of each client’s case
December 2011 - Office Assistant
July 2012 English & Gloven APC, San Diego, CA
• Analyzed paralegal files for applicability to court cases; filed briefs and evidentiary files with Court • Ensured proper client billing, ordered supplies, and answered phones
May 2007- Genealogist
November 2013 Private Contractor, San Diego, CA
• Researched ancestry and vital statistics through Ancestry.com and other online databases • Analyzed vast amounts of data for accuracy and applicability in order to incorporate into database • Maintained client’s website database of ancestors, prepared spreadsheets, uploaded and edited media • Contacted foreign and domestic researchers, public libraries, City Clerk offices, and Departments of Health to request vital statistic documents; communicated complex data
ACHIEVEMENTS
Publications:
• “Forecasting Group Efficacy in the Intelligence Community Using Female Communication Metrics,” In Georgetown Security Studies Review Special Edition: The Changing Calculus of Security and Violence, Center for Security Studies, November 2015: 34 – 53. http://georgetownsecuritystudiesreview.org/wp- content/uploads/2016/02/Final-CCS-Conference-Journal.pdf Awards/Honors:
• Phi Beta Kappa, University of San Diego Award for Outstanding Achievement in Political Science, University of San Diego Award for Outstanding Achievement in French, Pi Sigma Alpha Honors Society, Pi Delta Phi Honors Society
VOLUNTEER EXPERIENCE
• Trustee and President, Escondido Library Board of Trustees (APR 2019 – Present) • Commissioner, Escondido Independent Redistricting Commission (JAN 2021 – Present) • Advisor, Zeta Rho (UCSD) chapter of Kappa Alpha Theta Fraternity (JAN 2017 – AUG 2020) Attachment 1
67 Item4.
Name Ms. Pa
ula Huntington
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? Yes
Home Phone
Email Address
Length of time you lived in the area 10 years
Employer Retired
Occupation Mental Health Therapist and Manager
Business Address N/A
Business Phone N/A
Board of Commission for which you are applying? Library Board of Trustees If you have filed additional applications for other boards or commissions, please list them in order of preference No If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido No If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Maureen McClellan Home Address:
Susan Peters Home Address:
Judith Tillyer Home Address:
Community Involvement: List present membership in any community service or civic organizations, if any? PEO Chapter Ry ‐ Escondido, North County Quilter's Association, Back Country2Quilters ‐ Ramona, Desert Quilters of Imperial County, Esc. Democratic Club Qualifications: I am a lifelong reader and enjoy C‐spans programs that feature authors.
During my years managing mental health services I became skilled at understanding laws, regulations and other requirements for large public endeavors. I participated in developing new services and completing detailed plans for state approval of mental health services in a small county in California. I developed relationships that facilitated coordination with partner agencies. I think these skills would translate into understanding and implementing laws, regulations and norms for library services.
Attachment 1
68 Item4.
Name Mrs. Sandra Lang
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? N/A
Home Phone
Email Address
Length of time you lived in the area 31 years
Employer Retired
Occupation N/A
Business Address N/A
Business Phone N/A
Board of Commission for which you are applying? Library Board of Trustees If you have filed additional applications for other boards or commissions, please list them in order of preference N/A If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido Yes If so what capacity? Pre‐School
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Pamela Albergo Home Address:
Retired Jenni Crim Home Address: Retired
Debbie Resler Home Address:
Community Involvement: List present membership in any community service or civic organizations, if any? Qualifications: Please consider my application to work for the library on the board. I have loved and used the library my whole life I grew up knowing how important a library is to your community. I made sure my daughter had many chances to visit the library and now that she has grown up she still goes any chance she can. I went to Cal State San Marcos to get my degree in teaching. I worked for the Escondido Pre‐School. I also worked as a substitute teacher for the Escondido School District.
Attachment 1
69 Item4.
Name Ms. Georgine
Tomasi
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? Yes
Home Phone
Email Address
Length of time you lived in the area 19 years
Employer N/A
Occupation Retired
Business Address N/A
Business Phone N/A
Board of Commission for which you are applying? Library Board of Trustees If you have filed additional applications for other boards or commissions, please list them in order of preference Historic Preservation commission
If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido Yes If so what capacity? Personnel
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Christine Jackson Home Address:
Retired Chris Nava Home Address: Retired Luis
Ibarra Home Address:
Community Involvement: List present membership in any community service or civic organizations, if any? Women's Club of Escondido ‐ Co‐President Qualifications: Libraries have been the most important place throughout my career. It was important to me as a student at all grad levels; doing research for all my BA and MA and then using my expertise to help my students learn its importance in their lives.
Attachment 1
70 Item4.
Name Mr. Da
vid Barber
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? Yes
Home Phone
Email Address
Length of time you lived in the area 50 years
Employer San Diego County
Occupation Registrar of Voters
Business Address 5600 Overland Ave. #100 San Diego CA 92186 Business Phone (858) 565‐5800
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference N/A If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido Yes If so what capacity? Planning Commission 1984‐1987 and 2000‐2003 Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Jeff Epp ‐ Retired Escondido, Former City Manager
Former Mayor, Escondido Ernie Cowan
Community Involvement: List present membership in any community service or civic organizations, if any? Qualifications: Planning of our community land use is the planning of our city's future; the protection of neighborhood character and property value's, the stimulus of economic grown; and the preservation of natural resources. Served as a Planning Commissioner (1984‐87; 2000‐2003). I wrote the City's first Growth Management Ordnance. Played a major role in the creation of the County Multiple Species Conservation Plan. Involved in the purchase of thousands of acres of land in Jamul, Rancho San Diego, Crest and Alpine from developers to create open preserves and park land.
Attachment 1
71 Item4.
Name Steven Holden
Address
Do you
live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? yes
Home Phone
Email Address
Length of time you lived in the area 19 years
Employer American Legion
Occupation Manager‐Non Profit
Business Address 230 E. Park Ave. Escondido CA, 92025
Business Phone 760‐745‐1159 ext. 4
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference No If you are an incumbent, how long have you served in your current position No Have you ever been a member of any City board or Commission, or employed by the City of Escondido No If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Mike Frank (work) Retired / Commander, American Legion Post Jeff Dodds (work) Retired Escondido PD / Adjutant, American Legion Post Community Involvement: List present membership in any community service or civic organizations, if any? Vice President, Brothers of 6 Charities INC. Co‐Chair, Escondido Veterans Day Parade (VetFest). Member, Rotary Club of Escondido. 2nd. Vice Commander, American Legion Post 149 Escondido CA Active Member, E Clampus Vitus (ECV), An organization dedicated to the preservation of the history of California and the Southwest. Eagle Scout, Class of '88
Attachment 1
72 Item4.
It seems my whole life I have been fascinated with history, world events and the paranormal. I’ve held more than a few professions in my ever-evolving career.
None of them define me as what can be given can easily be taken away.
In 1995 I left Dallas and joined the U.S. Navy. I served on the USS Constellation (CV-64) as a Radioman from 1995 to 1999 and eventually settled in Escondido, CA. My time in the Navy afforded me the opportunity to see half the world.
Countries I visited included Australia (both coast), the UAE, Japan and Hong Kong. Upon exiting the Navy 1n 1999 I spent the next 9 years working as a defense contractor specializing in Communications Analysis and Network Engineering where I conducted business in various countries throughout the Far East.
In 2010 I received my M.B.A and worked as an Associate Dean of Coleman University in San Diego, CA During that time I taught Business Applications, Desktop Support as well as Security Policies and Procedures.
Today I manage an American Legion in my hometown of Escondido, CA and have been happily married to my wife Jennifer, a former Navy Nurse and the most amazing women I’ve ever met, for the better part of two decades.
I, like my father, believe people should be involved in public service. I’m an Eagle Scout, an active member in E Clampus Vitus (ECV), and currently serve as Vice President of “Brothers of 6 Charities INC”, a north county historical preservation society. Additionally, I serve as Co-Chair of “VetFest”, The Escondido Veteran’s Day Parade. Last, but certainly not least, I Co-authored the yet to be published book entitled “The Unwanted Presidency”
Attachment 1
73 Item4.
Name Rob Jenkins
Addres
s
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? Yes
Home Phone N/A
Email Address
Length of time you lived in the area 14 years
Employer Retired USMC
Occupation Chef, Financial Consultant
Business Address
Business Phone
Board of Commission for which you are applying? Planning If you have filed additional applications for other boards or commissions, please list them in order of preference N/A If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido No If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Satia Austin President North San Diego County NAACP Code
Enforcement Officer Dorothy Jenkins CNA Palomar Hospital Community Involvement: List present membership in any community service or civic organizations, if any? North San Diego NAACP DAV (Disabled American Veteran Association)
Attachment 1
74 Item4.
Name Mr. George
Khouy
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? N/A
Home Phone N/A
Email Address
Length of time you lived in the area 6+ Years
Employer Retired
Occupation Civil/Environmental Engineer
Business Address N/A
Business Phone N/A
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference Building Advisory/Transportation & Safety
If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido No If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Mr. Sam Abed Home Address:
Business Address: Brush & Associates, 520 W. Valley Parkway Ste. A, Escondido (760‐ 745‐6700 Real Estate Mr. Mitchel Berner Home Address:
Retired Ms. Sandy Eichen Home Address:
Keller Williams, Escondido ‐ Real Estate
Community Involvement: List present membership in any community service or civic organizations, if any? Ex‐board member of Rancho Bernardo MPlanning Group, City of San Diego (2002‐2006) Ex‐board member of Bernado Santa Fe HOA, Escondido (2017‐2021) Presently Commissioner on the SD County Leon L. Williams Human Relations Commission (Please see attached resume)
Attachment 1
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Attachment 1
76 Item4.
Attachment 1
77 Item4.
Name Gena K
nutson
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? Yes
Home Phone
Email Address
Length of time you lived in the area 22 years
Employer Vista Community Clinic
Occupation Public Health Program Manager/Consultant
Business Address 1000 Vale Terrace, Vista, CA 92084
Business Phone (760) 613‐6853
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference Planning Commission is my preference but if I'm a good fit for other commissions I am very interested too.
If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido No If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Herminia Ramirez Vista Community Clinic 1000 Vale Terrace Vista, CA 92084 Public Health Program Manager Marianne Brown Vista Community Clinic 1000 Vale Terrace Vista, CA 92084 Senior Grant Writer Debra Kelley County of San Diego Health and Human Services 1600 Pacific Highway, Room 206 San Diego, CA 92101 San Diego, CA Public Health Consultant Community Involvement: List present membership in any community service or civic organizations, if any? Member of Community Alliance for Escondido (CAFE) Member of Healthy Escondido Coalition
Attachment 1
78 Item4.
Name Herminia Ram
irez Garcilazo
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? Yes
Home Phone
Email Address
Length of time you lived in the area 28 years
Employer Vista Community Clinic
Occupation Program Manager
Business Address 2334 Walton Way
Business Phone 760‐631‐5000 x7206
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference No If you are an incumbent, how long have you served in your current position 1 year Have you ever been a member of any City board or Commission, or employed by the City of Escondido Yes If so what capacity? Planning Commission
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Lindsay Riedel, Finance Director, Evinco Strategies John Conley, Director or Development, City of Vista, Norma Chavez‐Peterson, Executive Director, ACLU,
Justine Kozo, Regional Community Coordinator, Office of Equitable Communities, HHSA, Community Involvement: List present membership in any community service or civic organizations, if any? FarmWorker CARE Coalition, Vice‐Chair San Diego County Promotores Coalition, Co‐Chair Communities Fighting COVID, Co‐Investigator, COVID CARE Team Co‐Chair SDSU Health Link Center, Community Advisory Board Member Humans Relation Commission for the County of San Diego, Member Healthy Vista Coalition, Facilitator Community Health Improvement Partners, Board Member
Attachment 1
79 Item4.
Program Manager, Outreach, Migrant Health &
Mobile Services
Vista Community Clinic, 2016 - Present
-Lead three departments with and supervise 16 staff
-Supervision and leadership experience
-Grant & program management, from grant writing, developing budgets, scope of work, work implementation, and evaluation -Grant portfolio ranges from policy and advocacy, health prevention program development and implementation, curriculum development and research, with a Migrant Health focus.
-Coalition building and facilitation
-Measured, tracked and reported outcomes to VCC's
executive team
E M P L O Y M E N T H I S T O R Y
Co- Investigator & Co-Chair
San Diego State University , 2021-Present
-Engaged community advisory partners
-Provided advisory feedback to the research team
-Provided recommendations for community outreach efforts -Provided recommendations for supporting the work of
community health workers working on these efforts
California State University, San Marcos
Master's of Public Health, May 2020
-Concentration in Health Promotion
-My focus was the health impacts of domestic work in the Latinx domestic worker population of North County San Diego.
E D U C A T I O N
California State University, San Marcos
Bachelor's of Arts, May 2010
- Majored in Women's Studies, with a double minor in Sociology and Ethnic Studies
- Outstanding Graduate of 2010
- Associated Student Body Member at CSUSM's Women's Center
P E R S O N AL P R O F I L E
I am a dedicated professional seeking to
support community centered approaches
in public health.
A W A R D S & A C H I E V E M E N T S
-HOPE Leadership Institute, Cohort 23- 2021
-MANA of San Diego Latina Success
Leadership Program Graduate- 2020
-CSUSM College of Education, Health &
Human Services, Student Champion of
Inclusion, Diversity, and Equity- 2020
-Awarded Karen A. Black Scholarship- 2019
-Awarded Local Individual Award by the APHA
Latino Caucus- 2018
L E A D E R S H I P E X P E R I E N C E
Planning Commissioner, 2020-Present
City of Escondido
Board Member, 2020-Present
Community Health Improvement Partners
Co-Chair, 2020-Present
Communities Fighting COVID
Co-Chair, 2020-Present
San Diego County Promotores Coalition
Vice- Chair, 2020-present
Farmworker CARE Coalition
Facilitator, 2017 to present
Health Vista Coalition
-FQHC Experience
-Health Promotion
-Government relations
-Community led policy and advocacy
-Program management and implementation
-Curriculum development
-Community organizing
-Leading and supporting Community Health
Workers/Promotor led efforts
-Coalition building and facilitation
S K I L L S A N D A B I L I T I E S
HERMINIA
RAMIREZ
RE F E R E N C E S
Justine Kozo , Chief, Office of Border Health
Norma Chavez-Peterson , Executive Director, San Diego ACLU
Attachment 1 80
Item4.
Name Carrie A. Mecaro
Address
Do
you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? Yes
Home Phone
Email Address
Length of time you lived in the area 45 years
Employer Self Employed
Occupation Architectural + Interior Designer
Business Address
Business Phone
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference n/a If you are an incumbent, how long have you served in your current position n/a Have you ever been a member of any City board or Commission, or employed by the City of Escondido no If so what capacity? n/a
Are any persons now employed by the City of Escondido related to you by blood or by marriage? no If so, list name and relationship? n/a
Personal References (Name/Address/Business Address/Occupation) Melissa Scordello Owner‐ Divine Design Construction 2604‐El Camino Real, Ste. 240 Carlsbad, CA. 92008 Christine Spencer FACE Foundation‐Director of Development 10505 Sorrento Valley Rd. Ste. 175 San Diego, CA. 92121 Jessica King V.P of Branding + Placemaking‐ Alexandria Real Estate Equities 10996 Torreyana Rd. San Diego, CA. 92121 Community Involvement: List present membership in any community service or civic organizations, if any? Board Member‐ Old Escondido Historic District ‐Current Circulate San Diego‐ Participated in activities, such as speaking on behalf of Developers at City meetings to promote transit friendly development in urban areas and fundraising events‐ Past San Diego Rescue Mission‐ Pro Bono work ‐Redesigned the Women's + Children's shelter, improving shelter conditions for families in need. ‐Past
Attachment 1
81 Item4.
Name Yusef Miller
Address
Do
you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? Yes
Home Phone
Email Address
Length of time you lived in the area 8 years
Employer ‐ None ‐
Occupation None
Business Address
Business Phone
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference NA If you are an incumbent, how long have you served in your current position NA Have you ever been a member of any City board or Commission, or employed by the City of Escondido No If so what capacity? NA
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? NA
Personal References (Name/Address/Business Address/Occupation) NA Community Involvement: List present membership in any community service or civic organizations, if any? ‐North County NAACP ‐North County Equity and Justice Coalition ‐Clean Earth For Kids ‐Interfaith Community Services ‐ Escondido Together ‐The Islamic Society of North County
Attachment 1
82 Item4.
Planning Commission
Brief Bio of Yusef Miller
(No Resume Available)
Yusef Miller, born and raised to a Muslim Family in Chester Pa, after graduating High School, he joined the United States Navy in 1987 as a Hospital Corpsman(Combat Medic). After 24 years of Active Duty Service 2011, with tours in Iraq and Afghanistan, retired on Camp Pendleton. As a new civilian in California, he immediately filled his time with Social Advocacy, in terms of empowering the less fortunate to achieve dignity and respect of the average American Citizen. Joined “Escondido
Together”, a local Interfaith Team, which focuses on Faith led compassion work for the poor, homeless, and abused in the City of Escondido. Providing various forms of comfort to the residents, regardless of their Faith Tradition or lack thereof.
A board member of Interfaith Community Services in
Escondido, he has demonstrated the compassion needed to navigate a wide range of service for all income levels.
Providing Shelter for the homeless, support for the “Housed” working poor, the Middle Class resident treading water during Attachment 1
83 Item4.
Covid‐19, and to the business and upper class community members who gave so generously as we pulled together as a City. As a unit we provided resources; for drug rehabilitation, Mental Health Services, and Food Distribution, which provide a total care approach to Re‐Housing. And it also provides a buffer for those who are currently housed, but at risk of homelessness.
As a member of the North San Diego County NAACP, supported Renters and Landlords rights seminars in Escondido and
surrounding areas. Addressing the concerns and rights of both parties, which became more intense during the pandemic.
While remaining focused on lack of involvement of Minority renters in subsidies programs, attempting to bridge the gap of resource information to communities of concern and possible language barriers.
As a bold, outspoken, and compassionate community advocate, The Escondido City’s Planning Commission will be great fit; for a mutually beneficial partnership.
Yusef Miller
Attachment 1
84 Item4.
Name Ms. De
anna Smith
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? N/A
Home Phone
Email Address
Length of time you lived in the area 48 years
Employer Gluten Not Included, Inc.
Occupation President/CEO
Business Address
Business Phone
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference N/A If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido No If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation) Lileigh Waller ‐ Mental Health Systems Escondido, CA 92025 MHS Coordinator Michelle Geller ‐ City of Oceanside, Economic Development Manager Gary Vest ‐ Vestco Food Equipment, Escondido CA Owner Community Involvement: List present membership in any community service or civic organizations, if any? Please see attachment. Thank you.
Attachment 1
85 Item4.
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87 Item4.
Name Barry Speer
Addres
s
Do you live in the City of Escondido Limits? yes
Do you live in the General Plan Area? yes
Home Phone
Email Address
Length of time you lived in the area 16 years
Employer Donan Engineering
Occupation Regional Engineering Manager
Business Address 12450 Lake Station Pl, Louisville, KY 40299 Business Phone 800‐482‐5611
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference Planning Commission, Building Advisory and Appeals Board If you are an incumbent, how long have you served in your current position 0 Have you ever been a member of any City board or Commission, or employed by the City of Escondido yes If so what capacity? Building Advisory and Appeals board member Are any persons now employed by the City of Escondido related to you by blood or by marriage? no If so, list name and relationship? none
Personal References (Name/Address/Business Address/Occupation) Michael Morasco/ /Physical Therapist
Community Involvement: List present membership in any community service or civic organizations, if any? Escondido Homelessness Community Advisory Group
Attachment 1
88 Item4.
Name Patricia Spann
Address
Do
you live in the City of Escondido Limits? yes
Do you live in the General Plan Area? yes
Home Phone
Email Address
Length of time you lived in the area 44 years
Employer Expressions Interior Designs/Correct Carpet
Occupation Interior Design
Business Address 218 E. Grand Ave. #205 Escondido CA
Business Phone 760‐741‐4047
Board of Commission for which you are applying? Public Arts Commission If you have filed additional applications for other boards or commissions, please list them in order of preference no If you are an incumbent, how long have you served in your current position 4 years Have you ever been a member of any City board or Commission, or employed by the City of Escondido Downtown Business Association 90's
If so what capacity? Board member in the 90's DBAa
Are any persons now employed by the City of Escondido related to you by blood or by marriage? If so, list name and relationship?
Personal References (Name/Address/Business Address/Occupation) Lidy Connolly CEO John Paul the Great University 858‐653‐6740 220 Grand Ave. Escondido CA 92025 Chris Nava Retired/ Dan Foster owner Design Moe 143 W. Grand Ave.
Community Involvement: List present membership in any community service or civic organizations, if any? Public Arts Commission Queen Califia sub‐committee
Attachment 1
89 Item4.
Name Mr. George
Khouy
Address
Do you live in the City of Escondido Limits? Yes
Do you live in the General Plan Area? N/A
Home Phone
Email Address
Length of time you lived in the area 6+ Years
Employer Retired
Occupation Civil/Environmental Engineer
Business Address N/A
Business Phone N/A
Board of Commission for which you are applying? Planning Commission If you have filed additional applications for other boards or commissions, please list them in order of preference Building Advisory/Transportation & Safety
If you are an incumbent, how long have you served in your current position N/A Have you ever been a member of any City board or Commission, or employed by the City of Escondido No If so what capacity? N/A
Are any persons now employed by the City of Escondido related to you by blood or by marriage? No If so, list name and relationship? N/A
Personal References (Name/Address/Business Address/Occupation)
Community Involvement: List present membership in any community service or civic organizations, if any? Ex‐board member of Rancho Bernardo MPlanning Group, City of San Diego (2002‐2006) Ex‐board member of Bernado Santa Fe HOA, Escondido (2017‐2021) Presently Commissioner on the SD County Leon L. Williams Human Relations Commission (Please see attached resume)
Attachment 1
90 Item4.
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91 Item4.
Attachment 1
92 Item4.
KEY-
CONSENT CALENDAR CURRENT BUSINESS
PUBLIC HEARING WORKSHOP
4/6/2022
PROCLAMATION - Neighborhood Healthcare Day, April 6, 2022 PRESENTATION - CCAE (C. MCKINNEY)
CONSENT CALENDAR - (J. PROCOPIO) -2021 REHABILITATION AND MAINTENANCE PROJECT; CHANGE ORDER - Request the City Council approve a change order to complete additional roadway maintenance on Rincon Avenue as part of the 2021 Street Rehabilitation and Maintenance Project.
CONSENT CALENDAR -(A. FINESTONE)- REQUEST TO INITIATE AN ANNEXATION AND PRE-ZONE FOR A 2.01 ACRE PARCEL LOCATED AT 916 STANLEY AVENUE (PLANNING CASE NO. PL21-0269)- Request the City Council review and receive the request to initiate an annexation and pre-zone, and authorize the filing of an application.
CONSENT CALENDAR - (J. SCHOENECK) -INNOVATE78 MOU RENEWAL - Request the City Council approve renewing the MOU pertaining to Innovate78.
CURRENT BUSINESS - (M. MCGUINNESS) - DESIGNATION OF ENFORCEMENT AUTHORITY FOR THE ESCONDIDO CAMPAIGN CONTROL ORDINANCE - Request the City Council adopt Resolution No. 2022-41 designating Christina M. Cameron, Esq. and the law firm of Devaney Pate Morris & Cameron, LLP as the enforcement authority for the Escondido Campaign Control Ordinance for the 2022 Municipal Election, as required by Escondido Municipal Code Section 2- 110.5(c) CURRENT BUSINESS - (A FINESTONE) - CLIMATE ACTION PLAN ANNUAL MONITORING REPORT - It is requested that the City Council review and receive the 2021- 22 Climate Action Plan Annual Monitoring Report and recommend implementation measures for the forthcoming reporting year (2022-23) 4/13/2022 - SPECIAL MEETING/WORKSHOP
4/20/2022
PROCLAMATIONS - National Volunteer Appreciation Week, April 17-23, 2022, Earth Day, April 22, 2022, National Arbor Day, April 29, 2022 CONSENT CALENDAR - (J. PROCOPIO) - AWARD OF CONTRACT FOR THE CITRACADO PARKWAY, ANDREASEN DRIVE TO WEST VALLEY PROJECT PUBLIC HEARING - (J. PROCOPIO) - PUBLIC HEARING FOR CITY OF ESCONDIDO LANDSCAPE MAINTENANCE DISTRICT ZONES 1 THROUGH 38 - Request City Council receive input from the property owners in Zones 1 through 38 of the City of Escondido Landscape Maintenance District ("LMD") on the proposed budget and assessments for Fiscal Year ("FY") 2022/2023. No Council action is required.
CURRENT BUSINESS - (Z. BECK) - BOARDS AND COMMISSIONS SUBCOMMITTEE UPDATE -Request the City Council receive and file an update from the Boards and Commissions Subcommittee.
93 Item5.