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13 City Treasurer shall maintain on file a copy of the MMF’s current information statement. A maximum of 20% of the portfolio may be invested in this category
16. Ineligible Investments. Investments not described herein, including, but not limited to, commo n stocks, inverse floaters, range notes, or mortgage -derived interest-only strips are prohibited from use in this portfolio.
C. Diversification by Institution.
The City shall seek to diversify its investments within the portfolio to avoid incurring unreasonable risks inherent in over investing in specific investment types, individual financial institutions or maturities.
To promote diversification, no more than 5% of the portfolio may be invested in the securities of any one issuer, regardless of security type; excluding U.S. Treasuries, federal agencies, supranationals, and pooled investments such as LAIF, money market funds, or local government investment pools.
D. Investment Compliance Review
All securities held by the City will be maintained in compliance with Section XII, Authorized and Suitable Investments. The investment portfolio shall be reviewed quarterly to determine compliance with these parameters. Non-compliance events will be evaluated to determine and initiate actions needed to adjust investment yields, maturities, percentage requirements or other, in order to bring the portfolio back into compliance. In the event an instance of non-compliance is recommended by the City Treasurer, authorization may be given by the Executive Investment Committee and the Mayor if done unanimously. All major and critical incidences of non -compliance shall be reported in the quarterly treasurer’s report to the City Council.
Summary Table of the Policy's Authorized and Suitable Investments: 1
Investment Type
Maximum
Maturity 2
Maximum
% of
Portfolio
Maximum
% with
One
Issuer
Minimum
Rating 3
U.S. Treasury Obligations 5 years None None None
U.S. Agency Securities 5 years 100% 30% None
Municipal Securities 5 years 40% 5% A
Supranationals 5 years 30% 30% AA
Negotiable Certificates of Deposit 4 5 years 30% 5% A
Bankers' Acceptances 4 180 days 30% 5% A-1
Commercial Paper 4 270 days 25% 5% A-1
Repurchase Agreements4 1 year None None (5)
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14 Investment Type
Maximum
Maturity 2
Maximum
% of
Portfolio
Maximum
% with
One
Issuer
Minimum
Rating 3
Local Agency Investment Fund N/A $75M None None
Local Government Investment Pools N/A None None (6)
Bank Deposits 7 5 years 100% 100% (5)
Placement Service Deposits7 5 years 30% 30% (7)
Medium Term Notes4 5 years 30% 5% A
Asset-Backed Securities 4 5 years 20% 5% AA
Money Market Funds8 N/A 20% 20% (8)
1. Within the investments permitted by the Code, the City seeks to further restrict eligible investments to the guidelines listed above. In the event a discrepancy is found between this Policy and the Summary Table above, the more restrictive parameters will take precedence. See Section XII of the City Treasurer’s Investment Policy for additional detail.
2. In the absence of a specified maximum, the maximum is 5 years.
3. Minimum credit rating categories apply to the category without regards to modifications (+/-). Credit ratings are from any NRSRO.
4. Per issuer limitations apply across investment types.
5. Collateralization is required. See Section XII of the City Treasurer’s Investment Policy for additional detail.
6. The LGIP must have retained an advisor that is registered or exempt from registration with the Securities and Exchange Commission, has not less than five years of experience investing in the securities and obligations authorized by Code, and has assets under management in excess of five hundred million dollars ($500,000,000).
7. Federal deposit is required for the full amount of the deposit and any accrued interest.
8. Money market funds must have the highest ranking or the highest letter and numerical rating provided by not less than two NRSROs or have an investment advisor that meets certain criteria.
XIII. Maturity Goals
1. Subject to the availability of funds, short -term investments (maturity of one year or less) of the City shall not be less than 25 percent of the General Fund annual operating budget of the City.
2. The percentage of the City's portfolio that may be invested intermediate term (maturity term over one year and not greater than five years) shall be determined by the City Treasurer based on estimated cash requirements.
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15 3. Long-term investments (over five years to maturity date) shall be made only after review and approval by the City Council. Accordingly, no fixed percentage of the City's portfolio is designed for long-term investments.
4. Additional and/or clarifying maturity guidelines shall be adopted from time to time as devised by the City Treasurer and reviewed by the Executive Investment Committee.
XIV. Policy Review
This investment policy shall be reviewe d at least annually to ensure its consistency with the overall objectives of preservation of principal, liquidity, yield, and its relevance to current law and financial and economic trends. The City of Escondido’s investment policy shall be approved by the City Council on an annual basis.
XV. Investment Procedures
The City Treasurer and his/her delegated staff shall establish written investment policy procedures for the day-to-day operations of the investment program consistent with this policy. The procedures should include reference to cash balancing, safekeeping, wire transfer agreements, collateral/depository agreements, and the selection process for financial institutions and broker/dealers. The procedures shall include explicit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the City Treasurer.
XVI. Investment Strategy and Performance Standards
The investment portfolio shall be managed with the objective of obtaining a rate of return throughout budgetary and economic cycles, commensurate with the investment risk constraints and the cash flow needs. The City will employ an active management approach that allows for the sale of securities prior to their scheduled maturity dates for purposes of improving the portfolio’s credit quality, liquidity, or return in response to changing market conditions or the City’s circumstances. This Policy recognizes that in a diversified portfolio occasional measured losses are inevitable and must be considered within the context of the overall portfolio's structure and expected investment return, with the proviso that adequate diversification and credit analysis have been implemented.
An appropriate performance benchmark shall be established against which portfolio performance shall be compared on a regular basis. The selected performance benchmark shall be representative of the City’ s overall investmen t objectives and liquidity requirements.
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16 XVII. Investment Pools/Mutual Funds
A thorough investigation of the pool/fund is required prior to investing, and on a continual basis. There shall be a questionnaire developed which will answer the following general questions:
1. A description of eligible investment securities, and a written statement of investment policy and objectives.
2. A description of interest calculations and how it is distributed, and how gains and losses are treated.
3. A description of how the securities are safeguarded (including the settlement processes), and how often the securities are priced and the program audited.
4. A description of who may invest in the program, how often, what size depo sit and withdrawal are allowed.
5. A schedule for receiving statements and portfolio listings.
6. Are reserves, retained earnings, etc. utilized by the pool/fund?
7. A fee schedule, and when and how is it assessed.
8. Is the pool/fund eligible for bond proceeds and/or will it accept such proceeds?
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17 APPENDIX
CITY OF ESCONDIDO
INVESTMENT PROCEDURE MANUAL
Purpose
The purpose of these guidelines is to help create a Procedure Manual to assist Treasury staff with day-to-day investment operations.
References and subjects at the beginning of each section refer to elements in the Investment Policy. In the event a discrepancy between this Appendix and the requirements in the body of the Policy, the requirements listed in the Body of the Policy take precedence.
Cash Review
I. Policy
II. Scope
IX. Accountability and Authority
The City Treasurer or his/her designee, must review the cash balances and investment portfolio daily, or as needed. Items to be reviewed should include:
a) Balance of City of Escondido’s General Account
b) Maturing Investments (includes all investments)
c) Large incoming wires from the State, County, and other miscellaneous agencies d) Large outgoing wires such as debt service payments and routine wires such as San Diego County Water Authority, Kaiser, and Workers’ Compensation Service pro vider and any other routine that may be added
e) Accounts payable and payroll disbursements
Investment Selection
III. Prudence
IV. Objective
XII. Authorized and Suitable Investments
XII B. Diversification
XIII. Maturity Goals
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18 The City Treasurer or designee determines how much of the cash balance is available for investment and selects the area of the yield curve that most closely matches the required maturity date based on cash flow needs.
In determining the maturity date, the Treasurer designee, should consider liquidity, cash flow , and expected expenditures. A review of some of the following sources should determine whether the investments should be placed to match projected expenditures or shorter, or take advantage of current and expected interest rate environments:
a) Review daily business publications and commentaries from financial institutions and brokers.
b) Read publications, Wall Street Journal , and watch media (CNBC) for general trends of economic interests.
c) Input from approved broker/dealers.
Purchasing an Investment
VII. Authorized Financial Institutions and Broker/Dealers VIII. Safekeeping and Custody
XII. Authorized and Suitable Investments
XII B. Diversification of Investments
XIII. Maturity Goals
Financial institutions are selected through a “Request for Proposal” (RFP) process. Broker/dealers are selected through a formal questionnaire process, which helps provide the following evaluation:
a) Financial conditions, strength, and capability to fulfill commitments. b) Overall reputation with other investors.
c) Regulatory status of the broker/dealer (all providers). d) Background and expertise of the individual representative.
Selection of financial institutions and broker/dealers shall be performed by authorized City staff under direction of the Executive Investment Committee. The City has an established formal procedure process in place for the selection of financial institutions and broker/dealers. Every three to five years the City will distribute a broker/dealer questionnaire to interested and known financial institutions and broker /dealers. The City Treasurer will maintain a list of qualified broker/dealers authorized to provide investment services to the City of Escondido. The list may include primary or regional dealers that are credit worthy and Rule 15C3-1.
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19 All financial inst itutions and broker/dealers who desire to provide investment services must participate in the City’s formal broker/dealer questionnaire process. To be considered, the financial institution or broker/dealers must supply the following as appropriate:
• Completed broker/dealer questionnaire
• Proof of Financial Industry Regulatory Authority (FINRA) registration • License to conduct business in the State of California • Audited financial statements demonstrating compliance with state and federal capital adequacy guidelines
• Certification of having read and understood and agreeing to comply with the City of Escondido’s investment policy
• Evidence of adequate insurance coverage
Qualified broker/dealers selected to do business with the City shall submit annually curren t audited financial statement.
After the annual adoption of the City’s investment policy by the City Council, a copy shall be sent to all broker/dealers approved to do business with the City. Confirmation of receipt of this policy shall be considered evidence that the dealer understands the City’s investment policies and intends to sell the City only appropriate investments authorized by this investment policy.
The Treasurer designee shall be as specific as possible in requesting the offering in purchasing a security. If a particular type of investment or a particular agency is to be excluded due to policy limitations that should be stated to the providers. If collateral is required (i.e. for Repo’s or CD’s) the collateral limitations (excess margin, types of securities, maximum maturity, etc.) should be specified. The City may invest in repurchase agreements provided it has a signed master repurchase contract, which specifies terms and conditions of repurchase agreements.
The following must be determined prior to contacting the providers:
a) Settlement – cash, regular (next day), skip (2 business days), corporate (3 business days) or when-issued if a new issue.
b) Amount – either par value or total dollars to be invested. c) Type of security to be purchased or type to be excluded. d) Targeted maturity or maturity range.
e) Time limit to show offering – 5 minutes, 15 minutes, or a specified time.
If choosing an external pool (or LAIF or Money Market) as the preferred investment vehicle at the time, the following should be available for inspection prior to purchase and at reasonable time thereafter:
a) LAIF written investment policy and a copy of the “LAIF ANSWER BOOK” (which contains detailed information about LAIF).
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20 b) A prospectus for the Money Market funds or bank-managed funds. c) The balance of the LAIF account is reviewed to adhere to the City’s investment pool limit.
Before concluding the transaction, the following should be validated:
a) The security selected for purchase meets all criteria including portfolio -diversification, collateralization (if appropriate), and maturity. If the security has any imbedded options such as call provisions or coupon adjustments, these should also be reviewed. Current practice is to buy bullet securities, no callable. The strategy is buy and hold. b) Verify yield.
c) Total purchase cost (including accrued interest) does not exceed funds available for investment.
d) Advise the successful provider that their offering has been selected for purchase. e) After confirmation of the purchase, as a courtesy, notify the other broker/dealers that you have placed the investment. Best price may be disclosed if the other broker/dealers ask.
After consummation of the transaction, and prior to settlement date, the fol lowing information should be confirmed with the provider in order to ensure prompt and uninterrupted settlement:
a) Reconfirm amounts of transaction (principal, accrued interest, if any, and total cost). b) Reconfirm settlement date.
c) Acquire CUSIP number of security, if applicable.
d) Obtain a copy of the Bloomberg (trade ticket plus description page).
All qualified broker/dealers have the City’s delivery instructions, which consist of the following:
a) Name of third-party safekeeping agent (currently Bank of New York Mellon Trust, contact designated customer service representative)
b) ABA number of safekeeping agent.
c) Safekeeping account number.
Settlement and Follow-Through
IX. Accountability and Authority
The City Treasurer or other designee should forward to the safekeeping agent, by fax or e-mail, detailed information regarding investment transaction. The detailed information of the purchased security will consist of:
a) Type of security.
b) Par amount, stated coupon, interest yield, maturity date, and CUSIP number.
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21 c) Specified dollar amount (principal amount, accrued interest, if applicable, and total cost). d) Note the broker of the investment transaction.
e) Signature of the Treasurer designee.
A phone call should be made to the safekeeping agent to inform of purchase and confirm receipt of the investment information. When applicable the following should be verified:
a) Provision of receipt or disbursement of funds.
b) Internal transfer or wiring of funds.
c) Written validation from safekeeping agent.
d) Notification of discrepancy prior to acceptance or rejection of the transaction. e) Immediate notification if a fail has occurred: by provider if they are responsible, by safekeeping agent if they are responsible.
f) That all verbal and written verifications have been forwarded to and received from applicable parties to ensure that transaction was successfully executed.
Investment Strategy and Performance Standards
XVI. Accountability and Authority
The investment portfolio shall be managed with the objective of obtaining a rate of return throughout budgetary and economic cycles, commensurate with the investment risk cons traints and the cash flow needs. The City will employ an active management approach that allows for the sale of securities prior to their scheduled maturity dates for purposes of improving the portfolio’s credit quality, liquidity, or return in response to changing market conditions or the City’s circumstances. This Policy recognizes that in a diversified portfolio occasional measured losses are inevitable and must be considered within the context of the overall portfolio's structure and expected investment return, with the proviso that adequate diversification and credit analysis have been implemented.
An appropriate performance benchmark shall be established against which portfolio performance shall be compared on a regular basis. The selected performanc e benchmark shall be representative of the City’s overall investment objectives and liquidity requirements.
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22 GLOSSARY OF TERMS
Agencies — agencies of the federal government set up to supply credit to various classes of institutions (e.g., S&Ls, small business firms, students, farmers, housing agencies, etc.) Amortized Cost — cost of investments adjusted for premiums and discounts. Amortized cost is used to maintain comparability with market value.
Asked — the price at which securities are offered.
Asset-Backed Securities — Securities whose income payments and hence value is derived from and collateralized (or "backed") by a specified pool of underlying assets which are receivables.
Pooling the assets into financial instruments allows them to be sold to general investors, a process called securitization, and allows the risk of investing in the underlying assets to be diversified because each security will represent a fraction of the total value of the diverse pool of underlying assets. The pools of underlying assets can comprise common payments credit cards, auto loans, mortgage loans, and other types of assets. Interest and principal is paid to investors from borrowers who are paying down their debt.
Bankers’ Acceptance (BA) — a draft, bill or exchange accepted by a bank or trust company. The accepting institution guarantees payment of the bill, as well as the issuer.
Benchmark — a comparative base for measuring the performance or risk tolerance of the investment portfolio. A benchmark should represe nt a close correlation to the level of risk and the average duration of the portfolio’s investments.
Bid — price a prospective buyer is ready to pay.
Bond Indenture — written agreement specifying the terms and conditions for issuing bonds, stating the form of the bond being offered for sale, interest to be paid, the maturity date, call provisions and protective covenants, if any, collateral pledged, the repayment schedule, and other terms. It describes the legal obligations of a bond issuer and the powers of the bond trustee, who has the responsibility for ensuring that interest payments are made to registered bondholders.
Book Value — a term synonymous with amortized cost.
Broker/Dealer — individual or firm acting as principal in securities transaction.
Callables — securities that the issuer has the right to redeem prior to maturity.
Certificates of Deposit (CD) — a time deposit with a specific maturity evidenced by a certificate.
Collateral — securities pledged to secure the value of an investment or deposit.
Commercial Paper – short-term IOU, or unsecured money market obligation, issued by prime rated commercial firms and financial companies, with maturities from 2 days up to 270 days. It Resolution No. 2023-51
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23 is a promissory note of the issuer used to finance current obligat ions, and is a negotiable instrument.
Comprehensive Annual Financial Report (CAFR) — an annual financial report that contains at a minimum, three sections: introductory, financial and statistical, and whose financial section provides information on each in dividual fund and component unit. (Definition source: 2005 Governmental Accounting, Auditing, and Financial Reporting (GAAFR)).
Coupon — a) the annual rate of interest that a bond's issuer promises to pay the bondholder on the bond's face value; b) a certificate attached to a bond evidencing interest due on a payment date.
Custody — a banking service that provides safekeeping for the individual securities in a customer’s investment portfolio under a written agreement which also calls for the bank to collect and pay out income, to buy, sell, receive, and deliver securities when ordered to do so by the principal.
Delivery vs. Payment — there are two methods of delivery of securities: delivery versus payment and delivery versus receipt. Delivery versus payment is delivery of securities with a simultaneous exchange of money. Delivery versus receipt is delivery of securities with an exchange of a signed receipt for the securities.
Derivatives — a) financial instruments whose return profile is linked to, or deriv ed from, the movement of one or more underlying index or security, and may include a leveraging factor; b) financial contracts based upon notional amounts whose value is derived from an underlying index or security (interest rates, foreign exchange rates, equities or commodities).
Discount — the difference between the cost price of a security and its maturity when quoted at lower than face value. A security selling below original offering price shortly after sale also is considered to be at a discount.
Discount Securities — non-interest bearing money market instruments that are issued a discount and redeemed at maturity for full face value, e.g., U.S. Treasury Bills.
Diversification — dividing investment funds among a variety of securities offering indepen dent returns.
Executive Investment Committee — a committee chaired and appointed by the City Treasurer to oversee the day-to-day investment program of the City.
Federal Credit Agencies — agencies of the federal government set up to supply credit to various classes of institutions and individuals, e.g., S&L’s, small business firms, students, farmers, farm cooperatives and exporters.
Federal Deposit Insurance Corporation (FDIC) — a federal agency that insures bank deposits.
Deposit coverage increased from $1 00,000 to $250,000 per depositor in 2008. The increased coverage limits of $250,000 per depositor, per insured institution, was extended indefinitely effective July 2010 with the passage of the Dodd-Frank Act.
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24 Federal Funds Rate — the rate of interest ass ociated with borrowing a Federal Reserve Bank’s excess reserves. This rate is currently pegged by the Federal Reserve through open -market operations.
Federal Open Market Committee (FOMC) — a committee that sets interest rate and credit policies for the Federal Reserve System, the United States’ central bank. The FOMC has 12 members.
Seven are the members of the Federal Reserve Board, appointed by the president of the United States. The other five are presidents of the 12 regional Federal Reserve banks. Of the five, four are picked on a rotating basis; the other is the president of the Federal Reserve Bank of New York, who is a permanent member. The committee decides whether to increase or decrease interest rates through open market operations of buying or selling government securities. The committee’s decisions are closely watched and interpreted by economists and stock and bond market analysts, who try to predict whether the Fed is seeking to tighten credit to reduce inflation or to loosen credit to stimulate the economy.
Federal Reserve System — system established by the Federal Reserve Act of 1913 to regulate the U.S. monetary and banking system. The Federal Reserve System (the Fed) is comprised of 12 regional Federal Reserve Banks, their branches, and all national and state that are a part of the system. The Federal Reserve System’s main functions are to regulate the national money supply, set reserve requirements for member banks, supervise the printing of currency at the mint, act as clearinghouse for transfer of funds throughout the banking system, and examine member banks to make sure they meet various Federal Reserve regulations.
Financial Industry Regulatory Authority (FINRA) — The Financial Industry Regulatory Authority (FINRA) is the largest independent regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 4,750 brokerage firms, about 167,000 branch offices and approximately 634,000 registered securities representatives.
Interest Rate R isk — the risk that investments will lose market value because of increases in market interest rates. A rise in market interest rates will cause the market value of investments made earlier at lower interest rate to lose value. The reverse will cause a gain in market value.
Investment Committee — a committee chaired by the City Treasurer to advise the City Treasurer on policies governing the City's investment program.
Laddered Portfolio — bond investment portfolio with securities in each maturity range (e .g. monthly) over a specified period of time (e.g. five years).
Leverage — investing with borrowed money with the expectation that the interest earned on the investment will exceed the interest paid on the borrowed money.
Liquidity — the ability to turn an asset into cash. The ability to buy or sell an asset quickly and in large volume without substantially affecting the asset’s price.
Local Agency Investment Fund (LAIF) — the aggregate of all funds from political subdivisions that are placed in the custody of the State Treasurer for investment and reinvestment.
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25 Local Government Investment pool (LGIP) — a type of pooled investment program in which funds from local agency investors/participants are aggregated together for investment purposes.
Market Value — the price at which a security is trading, usually the liquidation value.
Master Repurchase Agreement — a written contract covering all future transactions between the parties to repurchase reverse repurchase agreements that establish each party’s rights in the transactions. A master repurchase agreement will often specify the right of the buyer -lender to liquidate the underlying securities in the event of default by the seller-borrower.
Maturity — the date upon which the principal or stated value of an investment becomes due and payable.
Modified Duration — a measure of the sensitivity that the value of a fixed-income security has to changes in market rates of interest. Modified duration is the best single measure of a portfolio’s or security’s exposure to market risk. Modified duration identifies the potential gain/loss in value before the gain/loss actually occurs. It is a prospective measurement, e.g., a modified duration of 1.5 indicates that when and if a 1% change in market interest rates occurs, a 1.5% change in the value of a security will result. Investments with modified durations of one to three are considered to be relatively conservative.
Money Market — the market in which short -term debt instruments (Treasury bills, commercial paper, bankers’ acceptances, etc.) are issued and traded.
Money Market Fund — A type of mutual fund that invests exclusively in short-term investments.
Nationally Recognized Statistical Rating Organizations (NRSRO) — a credit rating agency (CRA) that issues credit ratings which the U.S. Securities and Exchange Commission (SEC) permits other financial firms to use for certain regulatory purposes.
Offer — price at which someone who owns a security offers to sell it, a lso known as the asked price.
Open Market Operations — activities by which the Securities Department of the Federal Reserve Bank of New York, popularly called the desk, carries out instructions of the Federal Open Market Committee designed to regulate the money supply. Open market operations are the Federal Reserve’s most important and most flexible monetary policy tool.
Portfolio — collection of securities held by an investor.
Primary Dealer — investment dealers authorized to buy and sell government secur ities in direct dealings with the Federal Reserve Bank of New York in its execution of Fed Open Market Operations. Such dealers must be qualified in terms of reputation, capacity, and adequacy of staff and facilities.
Prudent Investor Rule — an investment standard. In California, persons authorized to make investment decisions on behalf of a local agency are considered trustees and therefore fiduciaries subject to the Prudent Investor Rule. A trustee may invest in a security if it is one which would Resolution No. 2023-51
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26 be bought by a prudent person of discretion and intelligence who is seeking a reasonable income and preservation of capital.
Rate of Return — the yield obtainable on security based on its purchase price or its current market price.
Repurchase Agreement (RP or REPO) — agreement between a seller and a buyer, usually of U.S. government securities, whereby the seller agrees to repurchase the securities as an agreed upon price and usually, at a stated time. The security “buyer” in effect lends the “seller” money for the period of the agreement, and the terms of the agreement are structured to compensate him for this. Dealers use RP extensively to finance their positions. Exception: when the Fed is said to be doing RP, it is lending money that is, increasing bank reserves.
Required Reports — Section 53646 of the California Government Code specifies that certain information may be periodically transmitted to the City's governing body and chief executive officers by the City's chief fiscal or investment officer.
Safety — the ability of a security issuer to guarantee redemption of their security.
Safekeeping — sees custody
Secondary Market — a market made for the purchase and sale of outstanding issues following the initial distribution.
Securities & Exchange Commission (SEC) — an agency created by Congress to protect investors in securities transactions by administering securities legislation.
SEC Rule 15C3-1 — see Uniform Net Capital Rule.
Time Deposit — a savings account or certificate of deposit held in a financial institution for a fixed term.
Treasury Bills — a non-interest bearing discount security issued by the U.S. Treasury to finance the national debt. Treasury Bills have a maturity of one year or less.
Treasury Bonds — long-term coupon-bearing U.S. Treasury securities issued as direct obligations of the U.S. Government and having initial maturities of more than 10 years.
Treasury Notes — medium-term coupon bearing U.S. Treasury securities issued as direct obligations of the U.S. Government and having initial maturities from one to ten years.
Uniform Net Capital Rule — Securities and Exchange Commission requirement that all SEC registered broker/dealers maintain sufficient liquid resources to promptly satisfy their liabilities, including all claims by customers, creditors and other broker -dealers. The rule requires broker- dealers to maintain the greater of (1) a specified percentage of net capital as it relates to either total broker indebtedness or total customer receivables, or (2) a specified dollar amount.
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27 Yield -The annual rate of return on an investment generally expressed as a percentage of the securities current price.
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STAFF REPORT
May 17, 2023
File Number 0600-10; A-3456
SUBJECT
FIRST AMENDMENT TO PUBLIC SERVICES AGREEMENT WITH ANDRITZ SEPARATION, INC.
DEPARTMENT
Utilities Department, Wastewater Division
RECOMMENDATION
Request the City Council adopt Resolution No. 2023 -53, authorizing the Mayor to execute a first amendment to the Professional Service s Agreement with Andritz Separation, Inc in the amount of $51,382. The amended agreement will provide funding for additional repairs to the City -owned dewatering centrifuge, which is critical to the operation of the Hale Avenue Resource Recovery Facility (“HARRF”).
Staff Recommendation: Approval (Utilities: Christopher W. McKinney, Deputy City Manager/ Director of Utilities)
Presenters: Kyle Morgan, Deputy Director of Utilities, Wastewater ; and Richard McLennan, Utilities Maintenance Superintendent, Wastewater
FISCAL ANALYSIS
Funding for the agreement amendment is available in the Wastewater Operating Budget.
PREVIOUS ACTION
None.
BACKGROUND
The HARRF treats an average of 13 million gallons of wastewater per day. The treatment process produces approximately 14,500 tons of Class -B biosolids each year, which are qualified for beneficial reuse in the Code of Federal Regulations , Part 503 . Some examples of beneficial reuse of Class -B biosolids include alternate daily cover for active landfill cells and soil amendment for crops grown for purposes other than human consumption (i.e. cotton, animal feed, etc.).
Through the wastewater treatment process, s olids are separated from the wastewater , chemically thickened, and digested in three onsite digesters. The digested sludge is fed into City -owned Andritz centrifuges for the dewatering process, resulting in a 25% dry solids content. 110
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City staff operate two of the three centrifuges each night for approximately nine hours in order to keep up with daily sludge production. Manufacturer recommended maintenance schedules are based on the total run times of each centrifuge. City staff perform the majority of the centrifuge maintenance in-house.
However, the major overhaul refurbishments are performed by the manufacturer’s factory service technicians.
The City entered into a Public Services Agreement with Andritz Separation, Inc. on November 17, 2022 for the 24,000-hour inspection and rebuilding service for two of the scrolls (14-ME-1 and 12-ME-2).
Upon disassembly of centrifuge two (14-ME-2), the Andritz technicians found that the scroll and the bowl components were excessively deteriorated and require machining at their factory service center, located in Pittsburg, Texas. The request for an amendment to the public services agreement will cover the additional repair costs for 14-ME-2, and any unforeseen, as-needed repairs.
RESOLUTIONS
a. Resolution No. 2023-53
b. Resolution No. 2023 -53 Exhibit “A’ – First Amendment to Public Services Agreement with Andritz Separation, Inc.
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RESOLUTION NO. 2023-53
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ESCONDIDO, CALIFORNIA, AUTHORIZING THE MAYOR
TO EXECUTE, ON BEHALF OF THE CITY, AN
AMENDMENT TO THE PUBLIC SERVICES AGREEMENT
WITH ANDRITZ SEPARATION, INC., FOR ADDITIONAL
REPAIRS ON THE CITY-OWNED CENTRIFUGES
WHEREAS, the Hale Avenue Resource Recovery Facility ( “HARRF”) generates biosolids as part of its wastewater treatment process; and
WHEREAS, Andritz Separation, Inc. (“Contractor”) was awarded a Public Services Agreement on November 17, 2022 in the amount of $173,225.31 for the 24,000-hour inspection and rebuilding service, shipping, and refurbishing of two City-owned scrolls at their service center in Pittsburgh, Texas; and WHEREAS, centrifuge two (14 -ME-2) was found to require additional repairs exceeding the contract price and scope of services under contract.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Escondido, California as follows:
1. That the above recitations are true.
2. That the Mayor is authorized to execute, on behalf of the City, the first amendment to the Public Services Agreement with Andritz Separation, Inc. in the amount of $51,236 which is attached and incorporated to this Resolution as Exhibit ”A,” and subject to final approval as to form by the City Attorney. 112
Item7.
First Amendment - 1 - CAO: 2/16/2023
To Public Services Agreement
CITY OF ESCONDIDO
FIRST AMENDMENT TO PUBLIC SERVICES AGREEMENT
This First Amendment to Public Services Agreement (“First Amendment”) is made and entered into as of the last signature date set forth below (“Effective Date”), Between: CITY OF ESCONDIDO
a California municipal corporation
201 N. Broadway
Escondido, CA 92025
Attn: Richard McLennan
760-760-839-6290, ext. 7133
("CITY")
And: Andritz Separation, Inc.
a Texas corporation
1010 Commercial Blvd. South
Arlington, TX 76001
Attn: Brice Green
817-465-5611
("CONTRACTOR ").
(The CITY and CONTRACTOR each may be referred to herein as a “Party” and collectively as the “Parties.”)
WHEREAS, the Parties entered into that certain Public Services Agreement dated November 17, 2022 (“Agreement”), wherein CITY retained CONTRACTOR to provide services for field inspection and refurbishment services for two City-owned centrifuge scrolls, as more specifically described in the Agreement; and
WHEREAS, the Parties desire to amend the Agreement to include additional services as described in “Attachment A” to this First Amendment, which is attached hereto and incorporated herein by this reference.
NOW, THEREFORE, in consideration of the mutual covenants, promises, terms, and conditions set forth herein, and the mutual benefits derived therefrom, the Parties hereby agree as follows:
1. The CONTRACTOR will furnish all of the Services described in “Attachment A ” to this First Amendment.
2. The CITY will compensate the CONTRACTOR in an additional amount not to exceed the sum of Resolution No. 2023-53
Exhibit "A"
113
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First Amendment - 2 - CAO: 2/16/2023
To Public Services Agreement
$51,236, pursuant to the conditions contained in “Attachment A” to this First Amendment.
3. All other terms of the Agreement not referenced in this First Amendment shall remain unchanged and in full force and effect. In the event of a conflict between a provision of the Agreement and this First Amendment, this First Amendment shall prevail.
4. This First Amendment and the Agreement, together with any attachments or other documents described or incorporated therein, if any, constitute the entire agreement and understanding of the Parties, and there are no other terms or conditions, written or oral, controlling this matter.
5. This First Amendment may be executed on separate counterparts that, upon completion, may be assembled into and shall be construed as one document. Delivery of an executed signature page of this First Amendment by electronic means, including an attachment to an email, shall be effective as delivery of an executed original.
6. Unless a different date is provided in this First Amendment, the effective date of this First Amendment shall be the latest date of execution set forth by the names of the signatories below.
IN WITNESS WHEREOF, this First Amendment is executed by the Parties or their duly authorized representatives as of the Effective Date:
CITY OF ESCONDIDO
Date: __________________ ____________________________________ Dane White, Mayor
Andritz Separation, Inc.
Date: __________________ ___________________________________ Robert King, VP Operations
APPROVED AS TO FORM:
OFFICE OF THE CITY ATTORNEY
MICHAEL R. MCGUINNESS, CITY ATTORNEY
BY: __________________________
THE CITY OF ESCONDIDO DOES NOT DISCRIMINATE AGAINST QUALIFIED PERSONS WITH DISABILITIES.
Resolution No. 2023-53
Exhibit "A"
114
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First Amendment - 3 - CAO: 2/16/2023
To Public Services Agreement
ATTACHMENT “A”
Scope of Work
A. General
Andritz Separation, Inc., a Texas corporation (“Contractor”) will provide the City of Escondido, a California municipal corporation (“City”) with additional parts and labor for scroll repair services.
B. Location
Contractor will provide services at their plant facility located at 110 Dickson St., Pittsburgh, TX 75686.
C. Services
Pursuant to this First Amendment, Contractor will provide additional parts and labor as described in the quote attached to this Scope of Work as Exhibit 1 and incorporated by this reference. In the event of a conflict between this First Amendment and Exhibit 1, the terms of this First Amendment shall prevail.
D. Scheduling
Contractor to schedule specific dates of work in advance by contacting Rich McLennan at 760- 884-7119 or [email protected]. Work shall be performed in -between the hours of 7 a.m. and 3:30 p.m., Monday through Friday. Contractor shall sign in and sign out at the receptionist area. Further instructions will be provided upon scheduling.
E. Contract Price and Payment Terms
The contract price of this First Amendment shall not exceed $51,382. The contract price of this First Amendment ($51,382) will bring the total contract price of the Agreement to $224,607.31.
The contract price of this First Amendment includes all labor, materials, equipment, and transportation required to perform the work. Services will be billed as services are performed.
Payment will be made after services have been performed and within 30 days of rece ipt of an invoice for those services.
F. Term
The term of this First Amendment shall be from the Effective Date of the this First Amendment through November 30, 2023.
Resolution No. 2023-53
Exhibit "A"
115
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QUOTATION
Customer: 120825
City Of Escondido (HARRF)
Main Office
201 N. Broadway
Escondido CA 92025
Contact:
Fax:
Mr. Amber Bone
+17607329512
Copy to:
Your inquiry: NOT YET
Our quote no: 20970509
Supplier: Andritz Separation Inc.
Contact:
Phone:
Fax:
E-mail:
Zachary Hanson
+1 817 375 4474
+19039563498
[email protected]
Date: 03/21/2023
Sales
Responsible:
SCHACHT, JONATHAN
Dear Mr. Amber Bone,
We thank you for your inquiry and are pleased to quote as follows:
1. Scope of supply
For 400282666 D-Type Decanter
Model: Decanter D5L
Serial number: 2795 / 400282666
ANDRITZ JOB # 681-1003
400282665 D-Type Decanter
Model: Decanter D5L
Serial number: 2760 / 400282665
ANDRITZ JOB # 681-1003
**Please note currency is in US Dollars**
**Andritz Inc Standard Terms & Conditions apply**
***Returned goods require pre approval and are subject to restocking and inspection fees.*** Item Product ID No. S/W* Quantity Unit Unit Price Amount 140 100031960 1 EA 12,757.00 12,757.00
ADDITIONAL PARTS AND LABOR REQUIRED AFTER INSPECTION
D5LC 12K SERVICE ABOVE SCOPE WORK
________________________________________
Items total 12,757.00
Total Amount USD 8,625.00
ANDRITZ Separation Inc. Remit to: Wire instructions:
1010 Commercial Blvd. South ANDRITZ Separation Inc. Nordea Bank Abp Arlington, TX 76001 USA Dept: 0312 New York Branch
P.O. Box 120312 SWIFT: NDEAUS3N
Tel : +1 (817) 465-5611 Dallas, TX 75312-0312 Account: 8879433001 Fax: +1 (817) 468-3961 Federal Tax ID Number: 59-3773483 ABA: 026010786 Exhibit 1
Resolution No. 2023-53
Exhibit "A"
116
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Our quote no: 20970509
Freight 8,625.00
Total Amount USD 21,382.00
* S = Spare Parts, W = Wear Parts
Technical contact: Ray Potter /Phone: +1 817 419 1788 / [email protected] Terms and Conditions
2 . Delivery Time:
after receipt of order and any clarifications.
3 . Terms of delivery:
Our terms of delivery are FCA ORIGIN, according to INCOTERMS 2020. 4 . Terms of Payment:
Within 30 days Due net
(1% default interest per month for delayed payment).
5 . Validity of quotation:
This quotation is valid to 04/28/2023.
Other Terms:
6 . **********
COVID-19 pandemic delays, disrupts, or prevents Andritz’s performance, or increases shipping or freight costs, Andritz shall be entitled to change order containing an appropriate adjustment in the contract price and/or delivery schedule. Furthermore, in the event that developments related to the pandemic, whether initiated prior to or after the date of this proposal, quotation, or order, including but not limited to travel advisories, steps taken to protect the health and safety of employees, Government orders, and temporary facility shutdowns, increase the cost or time for delivery, Andritz shall be entitled to adjust the price and delivery dates herein to reflect these impacts. Andritz’s delivery date and prices (including freight) are estimates only based on Andritz’s standard delivery dates and prices and do not account for the present and future schedule impacts of the COVID-19 pandemic. Nothing in this proposal, quotation, or order, or any contract based hereon, shall be construed as a waiver of these rights. **********
The crisis in Russia/Ukraine is impacting the complete global supply chain, including but not limited to, raw material shortages, extended delivery times, unavailability/restricted availability of transport as well as unforeseeable price increases. The Parties therefore agree that the price and ANDRITZ Separation Inc. Remit to: Wire instructions:
1010 Commercial Blvd. South ANDRITZ Separation Inc. Nordea Bank Abp Arlington, TX 76001 USA Dept: 0312 New York Branch
P.O. Box 120312 SWIFT: NDEAUS3N
Tel : +1 (817) 465-5611 Dallas, TX 75312-0312 Account: 8879433001 Fax: +1 (817) 468-3961 Federal Tax ID Number: 59-3773483 ABA: 026010786 Resolution No. 2023-53
Exhibit "A"
117
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Our quote no: 20970509
delivery times in this order confirmation are indicative only. In case the crisis leads to any impacts on the delivery time or to a price increase of more than 5% of the order value after the date of the order confirmation, we reserve our right to adapt the prices and/or the delivery times accordingly. Nothing in this order confirmation can be construed as a waiver of such right. Of course, we will stay in close contact with you, being stipulated that we are doing our best effort to overcome this significant cost pressure and hurdles in the supply chain. **********
TERMS APPLICABLE
This quotation or acknowledgement and Seller's sale of Products and /or provision of Services described in Buyer's purchase order issued in whole or in part in response to this quotation or in response to which this acknowledgement is issued are expressly limited to and expressly made conditional on, Buyer's acceptance of the Terms and Conditions of Sale and/or Service listed below, which are the exclusive terms and conditions upon which Andritz Separation Inc. or the applicable Andritz entity supplying the same ("Seller") will accept a purchase order for the sale of new, used and refurbished products, equipment, parts and/or the provision of services ("Products" and "Services"). These Terms and Conditions of Sale and/or Service control, supersede and replace any and all other additional and/or different terms and conditions of Buyer, and Seller hereby objects to and rejects all such terms and conditions of Buyer without further notification, except to the extent Seller expressly agrees to such conditions in writing. Seller's commencement of work under the Purchase Order or Buyer's acceptance of delivery of or payment for any Products or Services covered by this Agreement, in whole or in part, shall be deemed Buyer's agreement to the foregoing. The term "this Agreement" as used herein means this quotation or acknowledgment or Buyer's purchase order, together with any attachment thereto, any documents expressly incorporated by reference (but excluding any Buyer terms and conditions attached thereto or incorporated therein by reference), and these Terms and Conditions of Sale and/or Service.
7. DELIVERY OR PERFORMANCE
Delivery or performance dates are good faith estimates and do not mean that "time is of the essence." Buyer's failure to promptly make advance or interim payments, supply technical information, drawings and approvals will result in a commensurate delay in delivery or performance. Installation of any Product shall not be Seller's responsibility unless specifically provided for in this Agreement. Upon and after delivery, risk of loss or damage to the Products shall be Buyer's. Delivery of the Products hereunder will be made on the terms agreed to by the parties as set forth in this Agreement, according to INCOTERMS 2010.
8. WARRANTY
(a) Products Warranty.
(i) New Equipment Warranty. In the case of the purchase of new equipment the Seller warrants to Buyer that the new equipment manufactured by it will be delivered free from defects in material and workmanship. This warranty shall commence upon delivery of the new equipment to Buyer and shall expire on the earlier to occur of 12 months from initial operation of the new equipment and 18 months from delivery thereof (the "Warranty Period"). (ii) Parts and Used or Reconditioned Machinery or Equipment Warranty. In the case of parts or used or reconditioned machinery or equipment, and unless otherwise indicated, Seller warrants to Buyer that the parts or the used or reconditioned machinery or equipment manufactured by it will be delivered free from defects in material and workmanship. This warranty shall commence upon delivery of the parts or the used or reconditioned machinery or equipment to the buyer and shall expire 6 months from delivery thereof (the "Warranty Period").
(iii) If during the Warranty Period Buyer discovers a defect in material or workmanship of a Product and gives Seller written notice thereof within 10 days of such discovery, Seller will, at its option, either deliver to Buyer, on the same terms as the original delivery was made, according to INCOTERMS 2010, a replacement part or repair the defect in place. Any repair or replacement part furnished pursuant to this warranty are warranted against defects in material and workmanship for one period of 12 months from completion of such repair or replacement, with no further extension. Seller will have no warranty obligations for the Products under this Paragraph 3(a): (i) if the Products have not been stored, installed, operated and maintained in accordance with generally approved industry practice and with Seller's specific written instructions; (ii) if the Products are used in connection with any mixture or substance or operating condition other than that for which they were designed; (iii) if Buyer fails to give Seller such written 10 day notice; (iv) if the Products are repaired by someone other than Seller or have been intentionally or accidentally damaged; (v) for corrosion, erosion, ordinary wear and tear or in respect of any parts which by their nature are exposed to severe wear and tear or are considered expendable; or (vi) for expenses incurred for work in connection with the removal of the defective articles and reinstallation following repair or replacement. (b) Services Warranty. Seller warrants to Buyer that the Services performed will be free from defects in workmanship and will conform to any mutually agreed upon specifications. If any failure to meet this warranty appears within 12 months from the date of completion of the Services, on the condition that Seller be promptly notified in writing thereof, Seller as its sole obligation for breach of this warranty will correct the failure by re-performing any defective portion of the Services furnished. Seller does not warrant the accuracy of, or performance results of, any conclusions or recommendations provided, nor that any desired objective will result from the Service provided and Seller shall not be liable for any loss of use or any production losses whatsoever. c) Seller further warrants to Buyer that at delivery, the Products manufactured by it will be free of any liens or encumbrances. If there are any such liens or encumbrances, Seller will cause them to be discharged promptly after notification from Buyer of their existence.
(d) THE EXPRESS WARRANTIES SELLER MAKES IN THIS PARAGRAPH 3 ARE THE ONLY WARRANTIES IT WILL MAKE. THERE ARE NO OTHER WARRANTIES, WHETHER STATUTORY, ORAL, EXPRESS OR IMPLIED. IN PARTICULAR, THERE ARE NO IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. (e) The remedies provided in Paragraphs 3(a), 3(b) and 3(c) are Buyer's exclusive remedy for breach of warranty. (f) With respect to any Product or part thereof not manufactured by Seller, Seller shall pass on to Buyer only those warranties made to Seller by the manufacturer of such Product or part which are capable of being so passed on.
9. LIMITATION OF LIABILITY
Notwithstanding any other provision in this Agreement, the following limitations of liability shall apply:
(a) In no event, whether based on contract, tort (including negligence), strict liability or otherwise, shall Seller, its officers, directors, employees, subcontractors, suppliers or affiliated companies be liable for loss of profits, revenue or business opportunity, loss by reason of shutdown of facilities or inability to operate any facility at full capacity, or cost of obtaining other means for performing the functions performed by the Products, loss of future contracts, claims of customers, cost of money or loss of use of capital, in each case whether or not foreseeable, or for any indirect, special, incidental or consequential damages of any nature resulting from, arising out of or connected with the Products, Services, or this Agreement or from the performance or breach hereof. (b) The aggregate liability of Seller, its officers, directors, employees, subcontractors, suppliers or affiliated companies, for all claims of any kind for any loss, damage, or expense resulting from, arising out of or connected with the Products, Services or this Agreement or from the performance or breach hereof, together with the cost of performing make good obligations to pass performance tests, if applicable, shall in no event exceed the contract price. (c) The limitations and exclusions of liability set forth in this Paragraph 4 shall take precedence over any other provision of this Agreement and shall apply whether the claim of liability is based on contract, warranty, tort (including negligence), strict liability, indemnity, or otherwise. The remedies provided in this Agreement are Buyer's exclusive remedies. (d) All liability of Seller, its officers, directors, employees, subcontractors, suppliers or affiliated companies, resulting from, arising out of or connected with the Products, Services or this Agreement or from the performance or breach hereof shall terminate on the third anniversary of the date of this Agreement. (e) In no event shall Seller be liable for any loss or damage whatsoever arising from its failure to discover or repair latent defects or defects inherent in the design of goods serviced (unless such discovery or repair is normally discoverable by tests expressly specified in the scope of work under this Agreement) or caused by the use of goods by the Buyer against the advice of Seller. If Seller furnishes Buyer with advice or assistance concerning any products or systems that is not required pursuant to this Agreement, the furnishing of such advice or assistance will not subject Seller to any liability whether in contract, indemnity, warranty, tort (including negligence), strict liability or otherwise. 10 . CHANGES, DELETIONS AND EXTRA WORK
Seller will not make changes in the Products unless Buyer and Seller have executed a written Change Order for such change. Buyer, without invalidating this Agreement, may make changes by altering, adding to or deducting from the general scope of the Services by written Change Order. Any such Change Order will include an appropriate adjustment to the contract price and delivery schedule. If the change impairs Seller's ability to satisfy any of its obligations to Buyer, the Change Order will include appropriate modifications to this Agreement. Seller shall be entitled to a Change Order adjusting the contract price, delivery schedule and/or any affected obligations of Seller if after the date of this Agreement a change in applicable law should require a change in the Products or Services or in the event and to the extent that an act or omission of Buyer, or any error or change in Buyer-provided information, affects the Seller's performance hereunder. 11 . TAXES
Seller's prices do not include any sales, use, excise or other taxes. In addition to the price specified herein, the amount of any present or future sales, use, excise or other tax applicable to the sale or use of the Products or Services shall be billed to and paid by Buyer unless Buyer provides to Seller a tax-exemption certificate acceptable to the relevant taxing authorities.
ANDRITZ Separation Inc. Remit to: Wire instructions:
1010 Commercial Blvd. South ANDRITZ Separation Inc. Nordea Bank Abp Arlington, TX 76001 USA Dept: 0312 New York Branch
P.O. Box 120312 SWIFT: NDEAUS3N
Tel : +1 (817) 465-5611 Dallas, TX 75312-0312 Account: 8879433001 Fax: +1 (817) 468-3961 Federal Tax ID Number: 59-3773483 ABA: 026010786 Resolution No. 2023-53
Exhibit "A"
118
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12 . SECURITY INTEREST
Seller shall retain a purchase money security interest and Buyer hereby grants Seller a lien upon and security interest in the Products until all payments hereunder have been made in full. Buyer acknowledges that Seller may file a financing statement or comparable document as required by applicable law and may take all other action it deems reasonably necessary to perfect and maintain such security interest in Seller and to protect Seller's interest in the Products. 13 . SET OFF
Neither Buyer nor any of its affiliates shall have any right to set off claims against Seller or any of its affiliates for amounts owed under this Agreement or otherwise. 14 . PATENTS
Unless the Products or any part thereof are designed to Buyer's specifications and provided the Product or any part thereof is not used in any manner other than as specified or approved by Seller in writing, (i) Seller shall defend against claims made in a suit or proceeding brought against Buyer by an unaffiliated third party that any Product infringes a device claim of a United States or Canadian patent issued as of the effective date of this Agreement and limited to the field of the specific Products provided under this Agreement; provided Seller is notified promptly in writing and given the necessary authority, information and assistance for the defense of such claims; (ii) Seller shall satisfy any judgment (after all appeals) for damages entered against Buyer on such claims so long as such damages are not attributable to willful conduct or sanctioned litigation conduct; and (iii) if such judgment enjoins Buyer from using any Product or a part thereof, then Seller will, at its option: (a) obtain for Buyer the right to continue using such Product or part; (b) eliminate the infringement by replacing or modifying all or part of the Products; or (c) take back such Product or part and refund to Buyer all payments on the purchase price that Seller has received for such Product or part. The foregoing states Seller's entire liability for patent infringement by any Product or part thereof. 15 . SOFTWARE LICENSE, WARRANTY, FEES
The following Software Terms and Conditions apply to any embedded or separately packaged software produced by Seller and furnished by Seller hereunder:
(a) Seller hereby grants to Buyer a non-exclusive, non-transferable, non-sub-licensable license to the Software, and any modifications made by Seller thereto only in connection with configuration of the Products and operating system for which the Software is ordered hereunder, and for the end-use purpose stated in the related Seller operating documentation. Buyer agrees that neither it nor any third party shall modify, reverse engineer, decompile or reproduce the Software, except Buyer may create a single copy for backup or archival purposes in accordance with the related Seller operating documentation (the "Copy"). Buyer's license to use the Software and the Copy of such Software shall terminate upon any breach of this Agreement by Buyer. All copies of the Software, including the Copy, are the property of Seller, and all copies for which the license is terminated shall be returned to Seller with written confirmation after termination. (b) Seller warrants that, on the date of shipment of the Software or the Products containing the Software to Buyer: (1) the Software media contain a true and correct copy of the Software and are free from material defects; (2) Seller has the right to grant the license hereunder; and (3) the Software will function substantially in accordance with the related Seller operating documentation. (c) If within 12 months from the date of delivery of the Software or Products containing the Software, Buyer discovers that the Software is not as warranted above and notifies Seller in writing prior to the end of such 12 month period, and if Seller determines that it cannot or will not correct the nonconformity, Buyer's and Buyer's Seller-authorized transferee's exclusive remedies, at Seller's option, are: (1) replacement of the nonconforming Software; or (2) termination of this license and a refund of a pro rata share of the contract price or license fee paid.
(d) If any infringement claims are made against Buyer arising out of Buyer's use of the Software in a manner specified by Seller, Seller shall: (i) defend against any claim in a suit or proceeding brought by an unaffiliated third party against Buyer that the Software violates a registered copyright or a confidentiality agreement to which Seller was a party, provided that Seller is notified promptly in writing and given the necessary authority, information and assistance for the defense and settlement of such claims (including the sole authority to select counsel and remove the Software or stop accused infringing usage); (ii) Seller shall satisfy a final judgment (after all appeals) for damages entered against Buyer for such claims, so long as such damages are not attributable to willful conduct or sanctioned litigation conduct; and (iii) if such judgment enjoins Buyer from using the Software, Seller may at its option: (a) obtain for Buyer the right to continue using such Software; (b) eliminate the infringement by replacing or modifying the Software, or (c) take back such Software and refund to Buyer all payments on the purchase price that Seller has received. However, Seller's obligations under this Paragraph shall not apply to the extent that the claim or adverse final judgment relates to:
(1) Buyer's running of the Software after being notified to discontinue; (2) non-Seller software, products, data or processes; (3) Buyer's alteration of the Software; (4) Buyer's distribution of the Software to, or its use for the benefit of, any third party; or (5) Buyer's acquisition of confidential information (a) through improper means; (b) under circumstances giving rise to a duty to maintain its secrecy or limit its use; or (c) from a third party who owed to the party asserting the claim a duty to maintain the secrecy or limit the use of the confidential information. Buyer will reimburse Seller for any costs or damages that result from actions 1 to 5. In Seller's discretion and at Seller's own expense, with regard to any actual or perceived infringement claim related to the Software, Seller may: (i) procure the right to use the Software, (ii) replace the Software with a functional equivalent, an/or (iii) modify the Software. Under (ii) and (iii) above, Buyer shall immediately stop use of the allegedly infringing Software. (e) This warranty set forth in subparagraph (c) above shall only apply when: (1) the Software is not modified by anyone other than Seller or its agents authorized in writing; (2) there is no modification in the Products in which the Software is installed by anyone other than Seller or its agents authorized in writing; (3) the Products are in good operating order and installed in a suitable operating environment; (4) the nonconformity is not caused by Buyer or a third party; (5) Buyer promptly notifies Seller in writing, within the period of time set forth in subparagraph (c) above, of the nonconformity; and (6) all fees for the Software due to Seller have been timely paid. SELLER HEREBY DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, WITH REGARD TO THE SOFTWARE, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, COURSE OF DEALING AND USAGE OF TRADE. (f) Buyer and its successors are limited to the remedies specified in this Paragraph. (g) Any subsequent modifications or enhancements to the Software made by Seller are, at Seller's option, subject to a fee. 16 . SITE RISKS
(a) Concealed Conditions. The parties acknowledge and agree that increased costs or schedule extensions due to any concealed conditions at the job site shall be to Buyer's account. Buyer shall hold Seller harmless for increased costs and grant any necessary schedule extensions if any concealed or hazardous conditions are found. (b) Environmental Remediation. Buyer acknowledges that Seller is not an expert in environmental remediation and shall not be directed by change order or otherwise to perform any environmental remediation as part of the Services, including but not limited to asbestos and lead paint removal. If any environmental remediation becomes necessary, Buyer will contract directly with a qualified third party to perform such work. 17 . TERMINATION
(a) Buyer may terminate this Agreement upon breach by Seller of a material obligation hereunder and Seller's failure to cure, or to commence a cure of, such breach within a reasonable period of time (but not less than 30 days) following written receipt of notice of the same from Buyer.
(b) Buyer may only terminate this Agreement for Buyer's convenience upon written notice to Seller and upon payment to Seller of Seller's termination charges, which shall be specified to Buyer and shall take into account among other things expenses (direct and indirect) incurred and commitments already made by Seller and an appropriate profit; provided, that in no event shall Seller's termination charges be less than 25% of the contract price. (c) Seller shall have the right to suspend and/or terminate its obligations under this Agreement if payment is not received within 30 days of due date. In the event of the bankruptcy or insolvency of Buyer or in the event of any bankruptcy or insolvency proceeding brought by or against Buyer, Seller shall be entitled to terminate any order outstanding at any time during the period allowed for filing claims against the estate and shall receive reimbursement for its cancellation charges. 18 . CONFIDENTIALITY
Buyer acknowledges that the information that Seller submits to Buyer in connection with this Agreement and the performance hereof includes Seller's confidential and proprietary information, both of a technical and commercial nature. Buyer agrees not to disclose such information to third parties without Seller's prior written consent. Seller grants to Buyer a non- exclusive, royalty-free, perpetual, non-transferrable license to use Seller's confidential and proprietary information for the purpose of the installation, operation, maintenance and repair of the Products that are the subject hereof only. Buyer further agrees not to, and not to permit any third party to, analyze, measure the properties of, or otherwise reverse engineer the Products, fabricate the Products or any parts thereof from Seller's drawings or to use the drawings other than in connection with this Agreement. Buyer will defend and indemnify Seller from any claim, suit or liability based on personal injury (including death) or property damage related to any Product or part thereof which is fabricated by a third party without Seller's prior written consent and from and against related costs, charges and expenses (including attorneys' fees). All copies of Seller's confidential and proprietary information shall remain Seller's property and may be reclaimed by Seller at any time in the event Buyer is in breach of its obligations under this Paragraph. 19 . END USER
If Buyer is not the end user of the Products sold hereunder (the "End User"), then Buyer will use its best efforts to obtain the End User's written consent to be bound to Seller by the provisions hereof. If Buyer does not obtain such End User's consent, Buyer shall defend and indemnify Seller and Seller's agents, employees, subcontractors and suppliers from any action, liability, cost, loss, or expense for which Seller would not have been liable or from which Seller would have been indemnified if Buyer had obtained such End User's consent.
20 . FORCE MAJEURE
(a) Force Majeure Defined. For the purpose of this Agreement "Force Majeure" will mean all events, whether or not foreseeable, beyond the reasonable control of either party which affect the performance of this Agreement, including, without limitation, acts of God, acts or advisories of governmental or quasi-governmental authorities, laws or regulations, strikes, lockouts or other industrial disturbances, acts of public enemy, wars, insurrections, riots, epidemics, pandemics, outbreaks of infectious disease or other threats to public health, lightning, earthquakes, fires, storms, severe weather, floods, sabotage, delays in transportation, rejection of main forgings and castings, lack of available shipping by land, sea or air, lack of dock lighterage or loading or unloading facilities, inability to obtain labor or materials from usual sources, serious accidents involving the work of suppliers or sub-suppliers, thefts and explosions. (b) Suspension of Obligations. If either Buyer or Seller is unable to carry out its obligations under this Agreement due to Force Majeure, other than the obligation to make payments due hereunder, and the party affected promptly notifies the other of such delay, ANDRITZ Separation Inc. Remit to: Wire instructions:
1010 Commercial Blvd. South ANDRITZ Separation Inc. Nordea Bank Abp Arlington, TX 76001 USA Dept: 0312 New York Branch
P.O. Box 120312 SWIFT: NDEAUS3N
Tel : +1 (817) 465-5611 Dallas, TX 75312-0312 Account: 8879433001 Fax: +1 (817) 468-3961 Federal Tax ID Number: 59-3773483 ABA: 026010786 Resolution No. 2023-53
Exhibit "A"
119
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then all obligations that are affected by Force Majeure will be suspended or reduced for the period of Force Majeure and for such additional time as is required to resume the performance of its obligations, and the delivery schedule will be adjusted to account for the delay.
(c) Option to Terminate. If the period of suspension or reduction of operations will extend for more than four (4) consecutive months or periods of suspension or reduction total more than 6 months in any 12 month period, then either Buyer or Seller may terminate this Agreement.
(d) Strikes On-Site. Notwithstanding anything herein to the contrary, in the event a strike, lockout, labor, union or other industrial disturbance at Buyer's site affects, delays, disrupts or prevents Seller's performance of this Agreement, Seller shall be entitled to a Change Order containing an appropriate adjustment in the contract price and delivery schedule. 21 . INDEMNIFICATION AND INSURANCE
(a) Indemnification. Seller agrees to defend and indemnify Buyer from and against any third-party claim for bodily injury or damage to tangible property ("Loss") arising in connection with the Products or the Services provided by Seller hereunder, but only to the extent such Loss has been caused by the negligence, willful misconduct or other legal fault ("Fault") of Seller. Buyer shall promptly tender the defense of any such third-party claim to Seller. Seller shall be entitled to control the defense and resolution of such claim, provided that Buyer shall be entitled to be represented in the matter by counsel of its choosing at Buyer's sole expense. Where such Loss results from the Fault of both Seller and Buyer or a third party, then Seller's defense and indemnity obligation shall be limited to the proportion of the Loss that Seller's Fault bears to the total Fault. (b) Insurance. Seller shall maintain commercial general liability insurance with limits of $2,000,000 per occurrence and in the aggregate covering claims for bodily injury (including death) and physical property damage arising out of the Products or Services.
Seller shall also provide workers' compensation insurance or the like as required by the laws of the jurisdiction where the Services will be performed, and owned and non-owned auto liability insurance with limits of $1,000,000 combined single limit. Seller will provide a Certificate of Insurance certifying the existence of such coverages upon request. 22 . GENERAL
(a) Seller represents that any Products or parts thereof manufactured by Seller will be produced in compliance with all applicable federal, state, and local laws applicable to their manufacture and in accordance with Seller's engineering standards. Seller shall not be liable for failure of the Products to comply with any other specifications, standards, laws or regulations. (b) This Agreement shall inure only to the benefit of Buyer and Seller and their respective successors and assigns. Any assignment of this Agreement or any of the rights or obligations hereunder, by either party without the written consent of the other party shall be void.
(c) This Agreement contains the entire and only agreement between the parties with respect to the subject matter hereof and supersedes all prior oral and written understandings between Buyer and Seller concerning the Products, Services and any prior course of dealings or usage of the trade not expressly incorporated herein. (d) This Agreement may be modified, supplemented,or amended onlyby a writing signed by an authorized representative of Seller. Seller's waiver of any breach by Buyer of any terms of this Agreement must also be in writing and any waiver by Seller or failure by Seller to enforce any of the terms and conditions of this Agreement at any time, shall not affect, limit, or waive Seller's right thereafter to enforce and compel strict compliance with every term and condition hereof. (e) All terms of this Agreement which by their nature should apply after the cancellation, completion or termination of this Agreement shall survive and remain fully enforceable after any cancellation, completion, or termination hereof. (f) (i) If Seller's office is located in the United States, this Agreement and the performance hereof will be governed by and construed according to the laws of the State of Georgia. (ii) If Seller's office is located in Canada, this Agreement and the performance hereof will be governed by and construed according to the laws of the Province of New Brunswick. (g) (i) In the circumstances of f(i) above, any controversy or claim arising out of or relating to this Agreement, or the breach hereof, or to the Products or the Services provided pursuant hereto, shall be definitively settled by arbitration, to the exclusion of courts of law, administered by the American Arbitration Association ("AAA") in accordance with its Construction Industry Arbitration Rules in force at the time this Agreement is signed and to which the parties declare they will adhere (the "AAA Rules"), and judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction over the party against whom enforcement is sought or having jurisdiction over any of such party's assets. The arbitration shall be conducted in Atlanta, Georgia by a panel of three members, one of whom will be appointed by each of Buyer and Seller and the third of whom will be the chairman of the panel and will be appointed by mutual agreement of the two party appointed arbitrators. All arbitrators must be persons who are not employees, agents, or former employees or agents of either party. In the event of failure of the two party appointed arbitrators to agree within 45 days after submission of the dispute to arbitration upon the appointment of the third arbitrator, the third arbitrator will be appointed by the AAA in accordance with the AAA Rules. In the event that either of Buyer or Seller fails to appoint an arbitrator within 30 days after submission of the dispute to arbitration, such arbitrator, as well as the third arbitrator, will be appointed by the AAA in accordance with the AAA Rules. (ii) In the circumstances of f(ii) above, any controversy or claim arising out of or relating to this Agreement, or the breach hereof, or to the Products or the Services provided pursuant hereto, shall be definitively settled under the auspices of the Canadian Commercial Arbitration Centre ("CCAC"), by means of arbitration and to the exclusion of courts of law, in accordance with its General Commercial Arbitration Rules in force at the time the Agreement is signed and to which the parties declare they will adhere (the "CCAC Rules"), and judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction over the party against whom enforcement is sought or having jurisdiction over any of such party's assets. The arbitration shall be conducted in Saint John, New Brunswick by a panel of three arbitrators, one of whom will be appointed by each of Buyer and Seller and the third of whom will be the chairman of the arbitral tribunal and will be appointed by mutual agreement of the two party-appointed arbitrators. All arbitrators must be persons who are not employees, agents, or former employees or agents of either party. In the event of failure of the two party-appointed arbitrators to agree within 45 days after submission of the dispute to arbitration upon the appointment of the third arbitrator, the third arbitrator will be appointed by the CCAC in accordance with the CCAC Rules. In the event that either of Buyer or Seller fails to appoint an arbitrator within 30 days after submission of the dispute to arbitration, such arbitrator, as well as the third arbitrator, will be appointed by the CCAC in accordance with the CCAC Rules. (h) In the event this Agreement pertains to the sale of any goods outside the United States or Canada, the parties agree that the United Nations Convention for the International Sale of Goods shall not apply to this Agreement. (i)The parties hereto have required that this Agreement be drawn up in English. Les parties aux présentes ont exigé que la présente convention soit rédigée en anglais.
Please do not hesitate to contact us if you require further information.
Yours sincerely
Andritz Separation Inc.
This document is issued electronically and valid without signature.
ANDRITZ Separation Inc. Remit to: Wire instructions:
1010 Commercial Blvd. South ANDRITZ Separation Inc. Nordea Bank Abp Arlington, TX 76001 USA Dept: 0312 New York Branch
P.O. Box 120312 SWIFT: NDEAUS3N
Tel : +1 (817) 465-5611 Dallas, TX 75312-0312 Account: 8879433001 Fax: +1 (817) 468-3961 Federal Tax ID Number: 59-3773483 ABA: 026010786 Resolution No. 2023-53
Exhibit "A"
120
Item7.
Customer:
Customer Machine Number:
Received Date:
ANDRITZ Project Number:
Original Job Number:
Material of Construction:
Standard Repair Parts BOM:
For Ref. Only (O&F drawing):
Comments:
DCI Inspection By: Date:
DCI-D-SERIES-PM
9/25/2019
Rev.00
9/25/2019
D-Series Preventive Maintenance
(PM)
Service Center and Field Rev. Date:
Revision:
Date:
1003
Decanter D2 to D5LX
Andritz Separation Inc.
Inspection Form #:
corroded and worn. The front wall shaft bearing surface is worn under print dimension.
The hollow shaft bearing surface is under sized .010" and will need to be replaced.
City of Escondido(Harrf)
3/10/2023
S-48-K24524
The machine was received, disassembled and inspected. The scroll tiles tiles are worn and damaged. The spline hub is
Resolution No. 2023-53
Exhibit "A"
121
Item7.
DCI-D-SERIES-PM
9/25/2019
Rev.00
9/25/2019
D-Series Preventive Maintenance
(PM)
Service Center and Field Rev. Date:
Revision:
Date:
Decanter D2 to D5LX
Andritz Separation Inc.
Inspection Form #:
Completely dismantle the rotating assembly unless specified otherwise.(Key Components) Clean all components as required.
Do not proceed with the repair until approved.
Initial / Date:
4. Visually and dimensionally inspect each component following the DCI and SIMS (if submitted) sheet requirements. Record all findings on the following forms and on any required attachments.
5. 6.
Dismantle and Inspection Procedure
Note customer machine number, Andritz machine serial number and verify pictures have been taken of the "as received" condition.1.
See the Sales Instruction for Mechanical Service (SIMS) sheet for requirements if submitted.2.
3.
Resolution No. 2023-53
Exhibit "A"
122
Item7.
DCI-D-SERIES-PM
9/25/2019
Rev.00
9/25/2019
D-Series Preventive Maintenance
(PM)
Service Center and Field Rev. Date:
Revision:
Date:
Decanter D2 to D5LX
Andritz Separation Inc.
Inspection Form #:
Yes:
Yes:
Yes:
Yes:
Comments/Other Inspection Findings:
Date:
"As Received Condition"
Inspector:
NO:
NO:
NO:
NO:
As Received Pictures Taken:
Signs of Shipping Damage:
As Received Condition:
SDS Sheet Received:
Resolution No. 2023-53
Exhibit "A"
123
Item7.
DCI-D-SERIES-PM
9/25/2019
Rev.00
9/25/2019
D-Series Preventive Maintenance
(PM)
Service Center and Field Rev. Date:
Revision:
Date:
Decanter D2 to D5LX
Andritz Separation Inc.
Inspection Form #:
Points
Fit part test
Visual Inspection
Is it Loose ?
# Piece Yes No Use Repair Replace
Comments:
Replace
X
X
Is it damaged?
RepairUse
Report
Comments: Replace shaft
Inspection
Points
Bearing seat
V-ring groove
Bolt holes
Visual Inspection
Status
X
X
X
# Piece
Is there Corrosion?
Is it damaged?
Is there Corrosion?Front Wall Shaft
(High Speed
Hub)
4 Is there Corrosion?
Is it damaged?
Yes No
X
3 Front Wall Plate
(Bowl plate) Bearing
Housing Is it loose or damaged ? X
X X
X
X
X
Status Report
A-Bowl Assembly
Bearing Seat
V-ring groove
Bolt Holes
4
Resolution No. 2023-53
Exhibit "A"
124
Item7.
DCI-D-SERIES-PM
9/25/2019
Rev.00
9/25/2019
D-Series Preventive Maintenance
(PM)
Service Center and Field Rev. Date:
Revision:
Date:
Decanter D2 to D5LX
Andritz Separation Inc.
Inspection Form #:
Comments:
# Piece Inspection
Points Visual Inspection Yes No
4 Trunnion
Grooved
Is there Corrosion? X
Is it Loose / worn? X
Status
Is it damaged? X X
Comments:
Splines
# Piece Inspection
Points Visual Inspection Yes No
Bearing seat
Is there Corrosion? X X
X
Bolt holes
Is there Corrosion? X X
Is it damaged?
Status Report
# Piece Inspection
Points Visual Inspection Yes No Use Repair Replace
Comments: Replace spline shaft and tiles
Are tiles worn? X X
Tiles
Screw
1 Screw conveyor
Are tiles missing? X X
Are tiles damaged? X
X
X
Bent flights?
Replace
Use Repair Replace
Report
X
2 Hub for Screw
Conveyor
(slow speed
hub)
Is it damaged? X
X X
X
X
Use Repair
B-Screw conveyor assembly
Bolt Holes
Bearing Seat
Spline
2 4
Resolution No. 2023-53
Exhibit "A"
125
Item7.
DCI-D-SERIES-PM
9/25/2019
Rev.00
9/25/2019
D-Series Preventive Maintenance
(PM)
Service Center and Field Rev. Date:
Revision:
Date:
Decanter D2 to D5LX
Andritz Separation Inc.
Inspection Form #:
Note 1: If you find any damage part, and need to do measurements, Use the deposition record form regarding machine size .
Note 2: If find the cyclo, screw or bowl damage on the field, forward to service center to repair.
Name / Date:
16 Hollow shaft Shaft
# Piece Inspection
Points Visual Inspection Yes
Is there spun
X XIs it damaged?
X X
Repair Replace
X
X
X
No Use
Comments: Replace Bearing surface is under print dimension Comments:
Status Report
# Piece Inspection
Points Visual Inspection Yes No Use Repair Replace
17 Hub for Screw
Conveyor
(slow speed
hub)
Thread
Is there Corrosion?
Is it damaged?
Pins
Cover disc Fit test Is it loose or worn ? X X
X
Comments: The disc will be sent out and have seal area coated with NCB Is there Corrosion? X X
Is it damaged? X X
Status Report
# Piece Points Visual Inspection Yes No Use Repair Replace 14 C-Gear Box Assembly
Shaft
Pins
Spline
16 17
Resolution No. 2023-53
Exhibit "A"
126
Item7.
131045036 16
131126169 6
131127377 1
131126171 16
202654862 1
131041859 12
131126161 6
131127114 1
100003283 8
132449236 1
131127031 1
131139945 1
131126900 1
131126166 12
131044467 6
FEED END
SOCKET HEAD SCREW
SOCKET HEAD SCREW
Hollow shaft
SPLINE TRUNNION
SOCKET HEAD SCREW
SOCKET HEAD SCREW
CYCLO
COVER DISK
HEX HEAD SCREW
ORING
COVER DISK
REDEX
FRONT WALL SHAFT
CONVEYOR
SOCKET HEAD SCREW
DRIVE END
SOCKET HEAD SCREW
SOCKET HEAD SCREW
ADDITIONAL PARTS REQUIRED
Resolution No. 2023-53
Exhibit "A"
127
Item7.
CITY OF ESCONDIDO
JOB S -48-K24524 SN: 0017
ANDRITZ SEPARATION INC
03/10/2023
Resolution No. 2023-53
Exhibit "A"
128
Item7.
As received
INSPECTION SUMMARY PHOTOS
2 Resolution No. 2023-53
Exhibit "A"
129
Item7.
Drive end housing and redex
INSPECTION SUMMARY PHOTOS
3 Resolution No. 2023-53
Exhibit "A"
130
Item7.
Liquid end
INSPECTION SUMMARY PHOTOS
4 Resolution No. 2023-53
Exhibit "A"
131
Item7.
Scroll
INSPECTION SUMMARY PHOTOS
5 Resolution No. 2023-53
Exhibit "A"
132
Item7.
Scroll
INSPECTION SUMMARY PHOTOS
6 Resolution No. 2023-53
Exhibit "A"
133
Item7.
STAFF REPORT
May 17, 2023
File Number 0480-70
SUBJECT
FY2022 URBAN AREA SECRUITY INITATIVE (UASI) GRANT PROGRAM AND BUDGET ADJUSTMENT
DEPARTMENT
Fire
RECOMMENDATION
Request the City Council adopt Resolution No. 2023-55, authorizing the Escondido Fire Department to accept FY 2022 Urban Area Security Initiative (“UASI”) grant funds in the amount of $36,110; authorizing the Fire Chief or his designee to execute grant doc uments on behalf of the City; and approv ing budget adjustments needed to spend grant funds.
Staff Recommendation: Approval (Fire: Rick Vogt, Fire Chief) Presenter: Art Holcomb, Fire Division Chief
FISCAL ANALYSIS
None.
PREVIOUS ACTION
On May 11, 2022, the City Council authorized the Fire Department to accept $31,000 in funds from the FY 2021 UASI Grant.
BACKGROUND
The UASI grant funds are shared between the Fire Department and the Police Department. The City received a FY 2022 UASI Grant in the amount of $36,110. UASI funds support regional efforts to prevent, mitigate, respond to, and recover from acts of terrorism or disaster. The Urban Area Working Group (“UAWG”) vetted and approved Escondido’s proposed UASI projects.
The FY 22 UASI grant will fun d tuition/registration costs for Escondido firefighters and police officers to attend training courses and conferences, including: MACTAC Breacher/Forced Entry Tactical Training, UAS Advanced Operators Course, UAS Nighttime Operators Course, Rope Rescue Te chnician, California Fire EMS & Disaster Conference and the Fresno Training Symposium. This training will enhance the technical rescue skills and abilities of firefighters and police officers so they are prepared when emergency rescue is necessary.
134
Item8.
RESOLUTIONS
a. Resolution No. 2023-55
ATTACHMENTS
a. Attachment “1” – Budget Adjustment
135
Item8.
RESOLUTION NO. 2023-55
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ESCONDIDO, C ALIFORNIA, AUTHORIZING THE FIRE
CHIEF OF THE CITY OF ESCONDIDO TO EXECUTE, ON
BEHALF OF THE CITY, THE FY 2022 URBAN AREA
SECURITY INITIATIVE GRANT IN THE AMOUNT OF
$36,110; EXECUTE ALL NECESSARY GRANT
DOCUMENTS; AN D AUTHORIZE THE NECESSARY
BUDGET ADJUSTMENT
WHEREAS, THE City of Escondido desires to train Police and Fire Department staff for emergency preparedness; and
WHEREAS, Escondido Police and Fire Departments have designated the FY 2022 Urban Area Security Initiative Grant to address this goal; and
WHEREAS, the FY 2022 Urban Area Security Initiative Grant has designated $36,110 to be awarded to the City of Escondido for this purpose.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Escondido, California as follows:
1. That the above recitations are true.
2. That the City Council authorizes the Fire Chief of the City of Escondido to accept the FY 2022 Urban Area Security Initiative Grant in the amount of $36,110 and execute all documents necessary for the management and completion of the grant scope, including any extensions and amendments thereof.
3. That the City Council hereby also approves and authorizes the necessary budget adjustment needed to establish a new project number for tracking and spending of grant funds. 136
Item8.
BUDGET ADJUSTMENT
REQUEST
Department: Fire
For Finance Use Only
BA # ____________
Fiscal Year ________
Department Contact: Laura Costello
City Council Meeting Date:
(attach staff report) May 17, 2023
EXPLANATION OF REQUEST
A budget adjustment is needed to spend FY22 Urban Area Security Imitative (UASI) funds.
BUDGET ADJUSTMENT INFORMATION
Project/Account Description Account Number
Amount of
Increase
Amount of
Decrease
Federal Grant 4128-451-UASI22 36,110
FY 2022 Urban Area Security
Initiative 451-UASI22 36,110
APPROVALS
DEPARTMENT HEAD DATE FINANCE DATE
DocuSign Envelope ID: 93CB2EFB-F6B9-4675-8716-380B420C500C Attachment "1"
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Item8.
STAFF REPORT
May 17, 2023
File Number 1050-50
SUBJECT
SPEED LIMIT FOR VERMONT AVENUE
DEPARTMENT
Development Services/Engineering
RECOMMENDATION
Request the City Council adopt Resolution No. 2023-52 amending the traffic schedule for the speed zone on Vermont Avenue.
Staff Recommendation: Approval (Andrew Firestine, Development Services Director and Julie Procopio, City Engineer)
Presenter: Edd Alberto, Traffic Engineer
FISCAL ANALYSIS
There will be an approximate cost of $ 400 associated with the reduction of the speed limit for Chestnut Street and Broadway for the removal and replacement of two (2) speed limit signs. The funds for these signs are budgeted in the Traffic Infrastructure fund.
BACKGROUND
Speed plays a critical role in the cause and severity of crashes. In a collision between a vehicle and a pedestrian, for instance, speed influences the severity of injury and fatality risk of a pedestrian. St udies have shown that the severity of the injury and likelihood of fatality to the pedestrian increases as speed increases. According to the 1999 National Highway Traffic Safety Administration (NHTSA) “Literature Review on Vehicle Travel Speeds and Pedestrian Injuries” study, fatality and serious injury rates increase substantially when travel speeds rise.
In October 2021, Governor Gavin Newsom signed Assembly Bill (AB) 43. The bill allows the City to maintain and enforce existing speed limits and roll bac k speed limit increases that happened several years ago , if the increase was not based on any physical changes to the design of the street. AB 43 took effect on January 1, 2022 and made a number of additions and modifications to the California Vehicle Code (CVC) that authorize local jurisdictions to set lower speed limits on certain streets.
CVC Section 40802 requires that Engineering and Traffic Surveys (E&TS) are conducted to establish speed limits and to enforce those speed limits using radar or other speed measuring devices. These surveys must 138
Item9.
be updated periodically (every five, seven, or 14 years, depending upon specific criteria), to ensure the speed limits reflect current conditions as dictated by the 2022 CVC. These surveys must be conducted in accordance with applicable provisions of Section 627 “Engineering and Traffic Survey” of the CVC.
CVC Section 22358.6 requires local authorities to round speed limits to the nearest five (5) miles per hour of the 85th percentile of the free-flowing traffic.
I. Speed Limit Reductions
An E&TS was conducted on the roadway segment of Vermont Avenue from S . Juniper Street to S .
Escondido Boulevard. The result of this E&TS shows that the prevailing speed is 33-miles per hour (MPH), supporting a reduction of the posted speed limit from 35MPH to 30MPH. The results of the survey were presented to the Traffic and Community Safety Commission on April 13, 2023.
II. Recommendation
The Transportation and Community Safety Commission voted to recommend approval to reduce the speed limit on Vermont Avenue from S . Juniper Street to S . Escondido Boulevard to 30 MPH at their meeting on April 13, 2023.
The reduced limit shall be effective when new speed limit signage has been erected upon the street. The Police Department will issue warnings to drivers for the first two weeks of the change in speed limit.
Table 1 below, presents a summary of recommended actions.
Table 1 Summary of Speed Limit Actions
Street Name Segment Action
From To
Vermont Avenue S. Juniper Street S. Escondido
Boulevard
Reduce to 30 MPH
by City Council approval
RESOLUTIONS
a. Resolution No. 2023-52
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Item9.
RESOLUTION NO. 2023-52
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ESCONDIDO, CALIFORNIA, AMENDING THE TRAFFIC
SCHEDULE FOR THE SPEED ZONE ON VERMONT
AVENUE
WHEREAS, Escondido Municipal Code Section 28 -5(12) provides that the City Council shall establish a Traffic Schedule for Speed Zones; and
WHEREAS, the City Council desires at this time and deems it to be in the best public interest to amend said traffic schedule.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Escondido, California, as follows:
1. That the above recitations are true.
2. That the City Council approves Resolution No. 2023-52 amending the Traffic Schedule for the Speed Zone to reflect a decreased speed limit as follows:
Street Name
Segment Existing
Posted Limit
(MPH)
85th
Percentile
Speed
(MPH)
Recommended
Speed Limit
(MPH)* From To
Vermont Ave S Juniper Street Escondido
Blvd 35 33 30
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Item9.
STAFF REPORT
May 17, 2023
File Number 0830-07
SUBJECT
GRAPE DAY PARK MASTER PLAN UPDATE (PL23-0116)
DEPARTMENT
Community Services
RECOMMENDATION
Request the City Council adopt Resolution No. 2023-41 approving the 2023 Update to the Grape Day Park Master Plan (“Master Plan”).
Staff Recommendation: Approval (Community Services: Joanna Axelrod, Deputy City Manager / Director of Communications and Community Services)
Presenter: Joanna Axelrod; Arash Izadi, Director of Sport & Recreation at LPA Design Studios; John Courtney, Senior Project Manager at LPA Design Studios
FISCAL ANALYSIS
Funding to build out the Grape Day Park Master Plan will have to be approved by City Council at a future time as improvements are prioritized and funding sources, such as Capital Improvement Project Park Development Funds or grants, become available.
PREVIOUS ACTION
On August 24, 2022, City Council adopted Resolution No. 2022-111 authorizing a Consulting Agreement with LPA, Inc for the completion of a Grape Day Park Master Plan and design of an Aquatic Center.
On September 29, 2021, City Council approved funding for the Grape Day Park Master Plan update from the City’s American Rescue Plan Act allocation.
On February 4, 2015, City Council accepted the conceptual Grape Day Park Master Plan, provided direction regarding preparation of an environmental review required prior to formally adopting the Master Plan, and provided direction to proceed with the purchase of the play equipment, environmental review, design and construction of the playground.
141
Item10.
BACKGROUND
Grape Day Park is located at 321 N. Broadway and lies within the downtown area of Escondido. It is bordered by City Hall, the California Center for the Arts, Escondido (CCAE) , and the Escondido History Center. In 2015, a Draft Master Plan for Grape Day Park (“Draft Master Plan”) was developed by RHA Landscape Architects and Katherine Padilla & Associates (KP&A) in partnership with the City of Escondido.
This Draft Master Plan included Grape Day Park as well as an alternative option for the James A. Stone swimming pool. The Draft Master Plan further identified significant community outreach and concepts presented to the public.
The purpose of this Master Plan update is to make adjustments to the Draft Master Plan to reflect current community needs and priorities and to incorporate updates that have happened since 2015. City Council’s adoption of this Master Plan will allow previous ly-approved, in -progress projects including the new restroom, meandering pathway with food truck pads, concrete stage pads , and lighting and electrical upgrades to progress expediently. As these projects are funded in part by American Rescue Plan Act monies, expenditure of funds and project completion are time sensitive, with a deadline of December 31, 2026.
As the oldest park within the City, Grape Day Park represent s the community’s history and is an icon for the City. The vision of the Master Plan is to provide a cohesive and complete guiding document for future improvements and enhancements to Grape Day Park. This Master Plan defines an optimum park plan by considering existing site conditions, neighborhood context, guidance from professional staff and planning consultants, and Escondido’s General Plan, Downtown Specific Plan , and other guiding documents. The Master Plan also includes designs responding to input gathered from staff and community members. The Master Plan includes the following:
- Amenities, park layout, and operational approach for active and passive recreation by persons of all ages;
- Guidance for future design reflecting local historic character and artist community; - Cost estimates for design and construction;
- Phasing of amenities if funding is limited.
Significant outreach was conducted both for the Master Plan and aquatic facility concurrently with the stakeholder groups being specific to each area, i.e., the park master plan vs the aquatic facility. Outreach included the following:
- Statistically valid survey sampling of the community to capture feedback and priorities representative of the entire community – not just park users and stakeholders; - Survey available via the City’s website;
- 3 workshops;
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Item10.
- 5 focus groups
- 12 stakeholder interviews
- Input from Historic Preservation and Planning Commissions.
Spanish language materials and translation were provided for all public outreach, and the community was made aware of these opportunities to be a part of this Master Plan update process as follows:
- A postcard with meeting dates and times was mailed to residents within ¼-mile of the park site prior to each of the community workshops;
- Posts on social websites such as NextDoor and Facebook; - Inclusion in the City Manager’s Weekly Activity Report; - Information included in City newsletter publications; - Information posted to the City’s project webpage www.escondido.org/grape-day-park; - A-frame signs located in park locations around the City with details and a QR code pointing to the project webpage;
- Flyers posted at front counters of City facilities with details and a QR code pointing to the project website; and
- Notification through community partners (schools, CAFÉ, and nonprofit partners)
The Master Plan outlines the City’s vision for Grape Day Park and serves as the regulatory framework for future park improvements. The updated plan reflects the community’s needs based on the information provided as part of the City’s outreach effort s. The priorities that emerged through the community engagement process center ed around Grape Day Park’s role as a venue for community-wide special events promoting the community’s arts, culture, and history; the need to preserve open space throughout the park to accommodate these events; a desire to add improvements that support special events while retaining space for passive, unstructured recreational activities; addressing public safety and the impacts of homelessness on the Park; and the need to improve wayfinding and entry points to draw a more direct connection between downtown and the park.
The Master Plan update includes improvements that have been installed since the Draft Master Plan was developed; improvements currently underway; and identifies a number of recommended future improvements to the Park. Details can be found in the master plan on pages 42 -47. Proposed features identified on the plan include:
- Improved gateway entrances;
- Enhanced access to Maple Street Plaza;
- Embellished decorative fencing;
- A children’s play area for 2-5 year olds;
- Picnic areas shaded naturally by trees;
- An aquatics facility;
143
Item10.
- New restroom building;
- Improved lighting;
- New walkways;
- Pads for food trucks; and
- Stage areas by the train depot and Great Green.
Additional improvements shown in the Master Plan which have already been installed include a class 1 bike lane, an agricultural -themed playground, a dry stream bed with bridges, a bicycle and pedestrian bridge, a pedestrian crossing with traffic signal, and decorative wrought iron fencing around the Escondido History Center complex. As a reminder, the amenities in the Master Plan reflect the priorities of the community, but are not necessarily funded, designed, or approved yet by the City Council. This is a guiding document that will aid in those future efforts.
There were additional community needs and priorities expressed th rough the engagement process that were not recommended for inclusion in Grape Day Park as they would encumber annual events, were found to be incompatible with other amenities , or are being explored for inclusion at nearby parks.
Further information is provided in the master plan on pages 48 and 86. The amenities not shown for these reasons include:
- Dedicated sports fields;
- Splashpad;
- Dog park;
- Sport courts.
The 2023 Grape Day Park Master Plan update is included as Exhibit “A” to City Council Resolution No. 2023-41, which itself is attached to this staff report. Attachment “1” to this staff report provides a chart listing the changes between the 2015 and 2023 Master Plans.
HISTORIC PRESERVATION COMMISSION
On March 16, 2023 , the Grape Day Park Master Plan was presented to the Historic Pre servation Commission as an informational item . The audio recording for this meeting is available here:
https://www.youtube.com/watch?v=kjXG920gUSQ.
PLANNING COMMISSION
On April 11, 2023, the Grape Day Park Master Plan was presented to the Planning Commission who voted 5-1 in favor of adopting Planning Commission Resolution 2023 -07, recommending that the C ity Council approve the Grape Day Park Master Plan update with the following recommendations:
1. Defer the location of the sport courts;
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2. Include the coordination of the future development of the connection between Maple Plaza and Grape Day Park;
3. Include a placeholder for future enhancements to the Escondido Creek corridor and emphasize All three of these recommendations were incorporated into the master plan update presented to City Council for approval tonight. While not recognized in the formal motion, the Commission identified the community feedback on splashpads and discussed various options and alternatives in their deliberation.
The audio recording for this Planning Commission meeting is available here:
https://www.youtube.com/watch?v=lS00Dj8rPo8.
ENVIRONMENTAL STATUS
The Project is categorically exempt pursuant to California Environmental Quality Act (CEQA) Guidelines sections 15301, 15302, and 15303.
RESOLUTIONS
a. Resolution No. 2023-41
b. Resolution No. 2023-41 Exhibit “A” 2023 Grape Day Park Master Plan c. Resolution No. 2023-41 Exhibit “B” Findings of Fact
ATTACHMENTS
a. Attachment “1” – Master Plan Changes from 2015 to 2023 145
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Attachment "1"
Grape Day Park Master Plan Changes from 2015 to 2023
2015 Master Plan 2023 Master Plan
Traffic Calming Enhanced Street Paving Revised locations Traffic Calming Landscape Median
Removed - Feedback did not indicate this as a
priority
Pedestrian & Bicycle Crossing with Traffic Signal N/A - Already installed Pedestrian & Bicycle Bridge N/A - Already installed
Class I Bicycle Lane N/A - Already installed
Remove Pepper Trees Along North Broadway N/A - Diseased trees were previously removed Entry Trellis Structure with Climbing/Flowering
Vines
Revised - Gateways to match Maple Street
Signage
Pedestrian Walks to Match Maple Street Plaza The pedestrian experience for visitors walking between Grape Day Park and Maple Street Plaza
will be enhanced and closely coordinated in
future improvement projects to improve
connectivity, visual aesthetics, safety,
placemaking and wayfinding signage graphics.
Added callout and graphics to plan.
Railroad Track Paving Pattern in Central walk
Revised - Gateways to match Maple Street
Signage
Decomposed Granite "Street" with Boardwalk
Sidewalks
Removed - Extended concrete Heritage Walk in
front of historical buildings for easier
maintenance.
Heritage Walk "Street" with Memorials
Revised walk materials to match Maple Street
Plaza.
Remove Trees & Re-plant Cleaner, Easy to
Maintain Tree
Removed - Feedback indicated all trees to
remain.
Colored Banners on the CCAE Buildings
Removed - Feedback did not indicate this as a
priority
Elevated Stage
Revised - Stage pads to be installed at grade with
paving to match Maple Street Plaza.
Picnic Shelter
Removed. Added picnic areas near playground
but removed the structures. Picnic areas are
recommended to be located to take advantage of
the existing shade trees.
Large Group Picnic Shelter
Removed - Extra structures were not desired due
to blocking views of the park and during events.
Expansion & Enhancement of Veterans Memorial
Removed - Feedback did not indicate this as a
priority
Exercise/Fitness Station
Removed - Feedback did not indicate this as a
priority
Train Depot Plaza with Boardwalk Stamped
Paving
Revised. Added paving around the Train Depot
for better circulation, but not stamped paving
Demonstration Gardens
Revised. Landscape areas to be renovated with
drought tolerant, low water use plantings.
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Attachment "1"
Grape Day Park Master Plan Changes from 2015 to 2023
Specific demonstration gardens were not
indicated to be a priority.
Agricultural & Tree House Themed Playground
w/Dry Stream Bed N/A – Already installed
Splashpad
Removed from Grape Day Park and
recommended for exploration of feasibility at
adjacent parks.
Restoration of Historic Water Fountain
Revised. City and community feedback preferred
this to remain as a planter.
Giant Chess Board in Concrete Paving
Removed - Feedback did not indicate this as a
priority
Relocated Women's Club Building
Removed. The Women's Club Building is too
large to fit within the park as shown on the 2015
plans. If the building is determined to be
relocated to Grape Day Park in the future
alternate locations should be reviewed.
New Restroom Building
Revised. Location of a new restroom is placed
centrally for better access through the entire
park.
Embellished Decorative Wrought Iron Fencing
Revised. Fencing material shall be determined
during design development of the project.
Half-Court Basketball Court
Removed - Feedback indicated a permanent
amenity such as this would conflict with the
nature of the park and the priority to maintain
open green space.
Horseshoe Pits
Removed - Feedback did not indicate this as a
priority
New 25Y Competition Swimming Pool w/ Water
Slide and Bleachers Revised to show a larger competition pool New Instructional Swimming Pool Revised to show a recreation pool New Pool Facility Building No change
Single Post Trellis with Climbing/Flowering Vines
Removed - Feedback did not indicate this as a
priority
Service Vehicle Access
Revised - Grape Day Park to include paved service
vehicular access off North Broadway.
Interactive Ground Level Water Fountains
Removed from Grape Day Park and
recommended for exploration of feasibility at
adjacent parks.
Open Lawn for Stage/Event Seating
Information Kiosks, Historical Signage, and Way-
finding
No change
Improve Poor Drainage Areas Throughout Park No change
Remove Trees Identified in Tree Study
Commissioned by the City N/A - Already removed
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Attachment "1"
Grape Day Park Master Plan Changes from 2015 to 2023
Upgrade/Replace All Existing Irrigation No change
Replace and Install Additional Lighting and
Security Cameras No change
New Features not in the 2015 plan:
Escondido Creek Trail improved fencing and new
walkway to connect bridges to Escondido Blvd.
Placeholder for future enhancements to the
Escondido Creek Corridor to emphasize the
natural creek area and reference to the
conceptual work done by the Escondido Creek
Conservancy. Future consideration for potential
modifications to Escondido Creek, and the
resulting relocation of parking, may be addressed
to enhance the creek corridor and emphasize the
natural creek area.
Children's Play Area (2-5yr)
Tree Grove
Historic Plaza
Buffer Landscape
ADA Walk to Grape Day Park
Bicycle Parking
Decorative wrought-iron fencing around
Escondido History Center
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RESOLUTION NO. 2023-41
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ESCONDIDO, CALIFORNIA, APPROVING THE 2023
UPDATE TO THE GRAPE DAY PARK MASTER PLAN (PL23-
0116)
WHEREAS, City of Escondido (“City”), filed a land use development application, Planning Case No.
PL23-0116 (“Application”) constituting a request for updates to the previously approved Grape Day Park Master Plan to reflect the community’s needs based on information provided as part of the City’s outreach efforts, including both additions and deletions to the Master Plan, and to serve as the regulatory framework for future park improvements. Collectively, the updates to the Grape Day Park Master Plan constitute the “Project” and the “Master Plan Update” and are located at 321 N. Broadway (APNs 229 - 352-12-00; 229-381-15-00; 229-372-20-00), in the Park View District of the Downtown Specific Plan; and WHEREAS, the Application was submitted to, and processed by, the Planning Division of the Development Services Department in accordance with the rules and regulations of the Escondido Zoning Code and the applicable procedures and time limits specified by the Permit Streamlining Act (Government Code section 65920 et seq.) and the California Environmental Quality Act (Public Resources Code section 21000 et seq.) (“CEQA”); and
WHEREAS, the Park View District of the Downtown Specific Plan allows parks and general recreation as a permitted use; and
WHEREAS, pursuant to CEQA and the CEQA Guidelines (Title 14 of California Code of Regulations, Section 15000 et. seq.), the City is the Lead Agency for the Project, as the public agency with the principal responsibility for approving the proposed Project; and
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WHEREAS, the Planning Division studied the A pplication, performed necessary investigations, prepared a written report, and hereby recommends approval of the 2023 update to the Grape Day Park Master Plan shown in Exhibit "A," which is attached hereto and made a part hereof by this reference as though fully set forth herein; and
WHEREAS, City staff provided public notice of the Application in accordance with City and State public noticing requirements; and
WHEREAS, the Planning Division scheduled a duly noticed public hearing regarding the Project before the Planning Commission on April 11, 2023, at which interested persons were given the opportunity to appear and present their views with respect to said Project. Following said public hearing, the Planning Commission adopted Resolution No. 2023-07, recommending that the City Council approve the Project; and
WHEREAS, on May 17, 2023, the City Council held a duly noticed public hearing as prescribed by law. At said hearing, this City Council received and considered the reports and recommendations of t he Planning Commission and City staff, and gave all persons full opportunity to be heard and to present evidence and testimony respecting said matter. Evidence was submitted to and considered by the City Council, including, without limitation:
a. Written information including plans, studies, written and graphical information, and other material, submitted as part of the Project;
b. Oral testimony from City staff, interested parties, and the public; c. The staff report, dated May 1 7, 2023 , with its attach ments as well as City staff’s recommendation on the Project, which is incorporated herein as though fully set forth herein; and d. The Planning Commission’s recommendation on the Project; and e. Additional information submitted during the public hearing; and 150
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WHEREAS, the public hearing before the City Council was conducted in all respects as required by law; and
WHEREAS, a draft Master Plan for Grape Day Park was developed in 2015 by RHA Landscape Architects and Katherine Padilla & Associates (KP&A) in partnership with the City of Escondido; and WHEREAS, on August 24, 2022 , the City executed an agreement with LPA Design Studios to , in part, update the master plan to reflect current community needs and priorities and to incorporate updates that have happened since 2015. The Grape Day Park Master Plan attached as Exhibit “A” hereto represents the results of that work effort; and
WHEREAS, completion of certain projects identified in the Master Plan is time -sensitive due to funding limitations and deadlines set forth by the American Rescue Plan Act; and WHEREAS, the Grape Day Park Master Plan will serve as a guidance document for future improvements in Grape Day Park.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Escondido, California as follows:
1. That the above recitations are true.
2. That t he City Council , in its independent judgment, has determined the Project t o be exempt from further environmental review pursuant to CEQA Guidelines sections 15301 (Existing Facilities), 15302 (Replacement or Reconstruction), and 15303 (New Construction or Conversion of Small Structures).
3. That, after consideration of all evidence presented, and studies and investigations made by the City Council and on its behalf, the City Council makes the substantive Findings of Fact and determinations attached hereto as Exhibit “B,” relating to the information that has been considered. 151
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4. That the City Council hereby approves the 2023 update to the Grape Day Park Master Plan which is attached hereto as Exhibit “A” and incorporated by this reference. 152
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GRAPE DAY PARK
PARK MASTER PLAN UPDATE
Resolution No. 2023-41
Exhibit "A"
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GRAPE DAY PARK
PARK MASTER PLAN UPDATE
PREPARED FOR
City of Escondido
PREPARED BY
LPA, Inc.
MAY 10, 2023
Resolution No. 2023-41
Exhibit "A"
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GRAPE DAY PARK MASTER PLAN
ii
CITY OF ESCONDIDO
Sean McGlynn, City Manager
Joanna Axelrod, Deputy City Manager/Director of Community Services Danielle M. Lopez, Assistant Director of Community Services Joe Goulart, Director of Public Works
Matthew Souttere, Associate Engineer
Teresa Collins, Deputy Director of Communications
Adam Finestone, City Planner
Adam Firestine, Development Services Director
DESIGN CONSULTING TEAM
LPA, Inc.
Aquatic Design Group - Aquatic Consultant
FlashVote - Survey Scientist
HL Construction Management - Cost Estimator
ACKNOWLEDGMENTS
Resolution No. 2023-41
Exhibit "A"
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Iv
GRAPE DAY PARK MASTER PLANIv
TABLE OF FIGURESTABLE OF CONTENTS
Figure 1 | Regional Context Map
SECTION 1: EXECUTIVE SUMMARY
1.1 In troduction
1.2 2 015 Draft Master Plan
1.3 M aster Plan Vision, Goals and Objectives
SECTION 1: EXECUTIVE SUMMARY
BIBLIOGRAPHY
ACKNOWLEDGMENTS
APPENDIX A: OUTREACH FEEDBACK
APPENDIX B: SPLASHPAD ALTERNATIVES
APPENDIX C: MASTER PLAN UPDATE COST
APPENDIX B: SPLASHPAD ALTERNATIVES
APPENDIX C: MASTER PLAN UPDATE COST
Figure 2 | Adjacent Parks
Figure 3 | Neighborhood Access
Figure 4 | Site Circulation
Figure 5 | Existing Park Program
Figure 6 | Special Events and Programs
Figure 7 | James A. Stone Swimming Pool Circulation
Figure 8 | James A. Stone Swimming Pool Existing Conditions SECTION 2: SITE ANALYSIS
2.1 B ackground
2.2 E xisting Amenities
2.3 S ite Analysis
2.4 Opportunities and Constraints
SECTION 2: EXISTING CONDITIONS
Figure 9 | Resiliency and Sustainable Goals from the First Workshop Figure 10 | Grape Day Park Community Feedback Summary
Figure 11 | Aquatics Community Feedback Summary
SECTION 3: COMMUNITY OUTREACH AND PARTICIPATION
3.1 G eneral
3.2 P hase I
3.3 P hase 2
3.4 P hase 3
3.5 Outreach Summary
SECTION 3: COMMUNITY OUTREACH AND PARTICIPATION
Figure 12 | Park Paving Exhibit
Figure 13 | Site Zone Areas
Figure 14 | Preliminary Wayfinding Concept
Figure 15 | Draft Park Program
Figure 16 | Grape Day Park Master Plan
SECTION 4: RECOMMENDATIONS FOR PARK IMPROVEMENTS
4.1 P roposed Park Improvements
4.2 In compatible Amenities
4.3 P ark Safety
SECTION 4: PARK IMPROVEMENT RECOMMENDATIONS
5.1 P riorities and Phasing
5.2 Co st Impacts
SECTION 5: IMPLEMENTATION
ii
2 6
26 40
58 62
64 85
88 3
11 13
15 17
19 21
23 29
37 38
43 51
53 54
56 Figure B1 | Splashpad Option 1
Figure B2 | Splashpad Option 2
Figure B3 | Splashpad Option 3
Figure C1 | Historic Escalation
85 85
85 88
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2 1. 0 EXECUTIVE SUMMARY
1 .1 Introduction
1 .2 2015 Draft Master Plan
1 .3 Master Plan Vision, Goals and
O bjectives
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43 GRAPE DAY PARK MASTER PLAN
1.0 | executive summary
1.0 EXECUTIVE SUMMARY
SAN MARCOS
REGIONAL CONTEXT MAP
1.1 INTRODUCTION
In 2022, the City of Escondido commissioned an
updated master plan for Grape Day Park, based on the
2015 draft master plan that was previously approved
in concept. Funding was approved for a Master Plan
Update and preliminary improvements through the
federal American Rescue Plan Act (ARPA). The park’s
22 acres currently provide recreation opportunities to
accommodate formal and informal use.
This Master Plan Update confirms the viability and
programming of the draft master plan developed
in 2015. This update will supersede the 2015 Draft
Master Plan and will act as the guide for the design and construction of any future improvements made to Grape
Day Park.
Grape Day Park is located at 321 N. Broadway and
lies within the downtown area of Escondido. It is
bordered by City Hall, the California Center for the Arts, Escondido (CCAE) and the Escondido History Center.
1.2 2015 DRAFT MASTER PLAN
A draft master plan for Grape Day Park was developed
in 2015 by RHA Landscape Architects and Katherine
Padilla & Associates (KP&A), in partnership with
the City of Escondido. This master plan included
Grape Day Park as well as an alternative option for
the James A. Stone Swimming Pool. The report
highlighted significant community outreach and a
variety of concepts presented to the public. The
2015 Draft Master Plan can be reviewed in full at the
following webpage: https://www.escondido.org/
Data/Sites/1/media/pdfs/Planning/GrapeDayPark/
GrapeDayParkMasterPlanreport-DRAFT(1-27-15).pdf.
1.3 MASTER PLAN VISION, GOALS AND
OBJECTIVES
Purpose of the Master Plan:
The purpose of the Master Plan Update is to gather
feedback from the community and adjust the draft
master plan developed in 2015 to meet current needs.
As the oldest downtown park within the City, Grape Day
Park should represent the City’s history and become an
enhanced recreation opportunity for City residents.
Master Plan vision:
To provide a cohesive and comprehensive guiding
document for future developments and enhancements
to Grape Day Park and the James A. Stone Swimming
Pool.
Goals of the Master Plan Update
• Connect with the community through various
outreach methods to garner valuable feedback;
• Update the 2015 Grape Day Park Master Plan to
meet the needs of the community and encourage
connectivity between the park and aquatics facility;
• Provide guidance for connectivity to areas outside
of Grape Day Park; and
• Provide plans for a new aquatic facility to meet
the recreational and competitive needs of the
community and comply with National Federation of
State High School Associations (NFHS) standards.
Objectives:
This Master Plan Update defines an optimum park plan
by considering existing site conditions, neighborhood
context, and guidance from professional staff and
planning consultants, as well as Escondido’s General
Plan, Downtown Specific Plan and other guiding
documents. The Master Plan Update process includes
extensive community outreach to gather input from
neighbors, stakeholders, and community members.
• Recreational programming, amenities, and park
layout for active and passive recreation by persons
of all ages;
• Guidance for future design reflecting local historic
character and the artist community;
• Cost estimates for future construction; and
• Phasing of amenities if funding is limited.
HIGHWAY 78
ESCONDIDO
GRAPE DAY PARK
FIGURE 1 | REGIONAL CONTEXT MAP
GRAPE DAY PARK MASTER PLAN
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65 2. 0 EXISTING CONDITIONS
2 .1 B ackground
2 .2 Existing Amenities
2 .3 S ite Analysis
2 .4 Opportunities and Constraints
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8 2.0 | existing conditions
7 NORTH BROADWAY STREET EXISTING CREEK NEXT TO SITE
EXISTING SITE CONDITIONEXISTING POOL ON SITE
EXISTING BUILDINGS AND FURNISHING ON
SITE
2.0 EXISTING CONDITIONS
2.1 BACKGROUND
The City of Escondido is located in San Diego’s North
County and is one of the oldest established cities in San Diego County. The population is 151,038 as of the 2020 census.
Grape Day Park and the James A. Stone Swimming
Pool are within the Downtown Specific Plan Area (SPA),
which is divided into seven ‘Districts’. The park and
pool are designated in the Park View District. The
Park View District’s vision is to provide opportunities for a creative, high-quality mix of office, general retail, and upscale residential uses. It is intended to provide future visual and physical links from Grape Day Park
to the surrounding retail and residential areas. The
area surrounding the park within the SPA allows up to
5,275 residential units, a very significant increase in population and density beyond the current estimated
dwelling units.
Grape Day Park is Escondido’s largest downtown
recreational facility, as well as a central gathering
place that hosts multiple cultural events for the entire community. The Master Plan is an essential document
to review the existing park and its current uses, and
provide recommendations for future development. The
Master Plan Update also includes links to greenways,
boulevards, event locations, transit routes as well as
amenities to increase safety, community use, and create a well-used space. The design encourages formal and
informal use by maintaining a balance of programmed
and flexible spaces.
Escondido is a mix of a semi-arid and hot-summer
Mediterranean climate with hot summers and cool wet
winters. Park usage varies throughout the year with an annual mean temperature of approximately 65.8 °F.
2.2 EXISTING AMENITIES
Grape Day Park is approximately 22 acres, including
the park and adjacent CCAE and City Buildings. The
park’s green space is approximately 9.5 acres. It has a near-rectangular form, approximately 475’ long by 800’
deep. The City of Escondido owns all of the property
and surrounding buildings in the entire block (including the Boys and Girls Club). As one of the oldest parks in San Diego’s North County, the park’s primary features
include:
• The Escondido History Center and Heritage Walk,
with several historic structures, resources, and
programs;
• A children’s play a rea (5-12yr) with an interactive
public art play structure;
• James A. Stone Swimming Pool;
• City Hall municipal offices;
• California Center for the Arts, Escondido (CCAE)
including a 1,500-seat concert hall, 400-seat
community theater, conference center, art museum,
working artist studios, and related support offices;
• Parking lots accommodating 400+ vehicles;
• Public art sculptures and memorials; and,
• Open lawn areas (no organized sport facilities),
benches, picnic tables, and restrooms.
Design and construction of a new restroom facility, a
meandering walkway, food truck staging areas, pathway
lighting, and concrete stages at the Train Depot and in the Great Green lawn area (adjacent to the California
Center of the Arts) are already in progress with the City of Escondido. The Master Plan Update includes these
features in the design concept.
Various historical plaques, memorial structures, and art sculptures have been identified and will remain within
the park limits.
2.3 SITE ANALYSIS
A site analysis was completed on the park’s existing
conditions and pool area, including existing buildings, amenities, memorials, and circulation. An updated site
GRAPE DAY PARK MASTER PLAN
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10 2.0 | existing conditions
9 inventory plan was created to show a summary of those items.
As part of the site research process, park as-built plans, surveys, and plans for current construction projects
were reviewed. The analysis process also included the
following relevant documents:
• Escondido General Plan, December 12, 2012;
• Downtown Specific Plan, August 7, 2013;
• Escondido Bicycle Master Plan, October 17, 2012;
• Escondido Creek Trail Master Plan Report, January
10, 2012;
• Revealing Escondido Creek Vision Plan, Spring
2010;
• The Escondido Creek Conservancy’s Grape Day Park
in the Park Proposal, Youtube presentation June 3,
2021;
• Maple Street Pedestrian Corridor Master Plan &
Maple Street Pedestrian Plaza, May 5, 2010; and
• Marriott Hotel and Conference Center PowerPoint.
Information on the park was also obtained
verbally from City staff during a site walk held on
November 19, 2022. These comments were noted and
recorded on the Site Inventory Plan and Site Analysis
Plan. Information from these plans and studies was
incorporated into the concept designs for the park
improvements and is represented in the Master Plan
Update.
This plan is a remodel and replacement of existing
facilities. Staff has made the determination that
it is categorically exempt pursuant to California
Environmental Quality Act (CEQA) Guidelines sections
15301, 15302, and 15303.
Figure 2, on the following page, provides reference
context for Grape Day Park as part of a comprehensive
network of park and recreation spaces. Grape Day
Park is the central park in the City and is operated
in tandem with numerous recreational facilities and
interconnecting trails and walkways.
2.4 OPPORTUNITIES AND CONSTRAINTS
A careful assessment of site conditions helped to shape plan options. Opportunities reflect site conditions that can be leveraged to sustain or enhance the positive
qualities of the neighborhood. Constraints (issues of
concern) are ideally resolved or not further worsened by either selection, placement, or operational management
of amenities.
OPPORTUNITIES CONSTRAINTS
Large park size site: Approximately 9.5 acres with
amenities that serve the neighborhood and community
Large gathering events held in the park limit any new
structure locations
Under-utilized areas: Horseshoe and areas of the Great Green lawn
Programming of these spaces needs to be adaptable for
large events
Visibility: Clear lines of sight from North Broadway Park visibility and access are partially constrained by being surrounded by CCAE and City buildings
Accessibility: Existing bike lanes and parking nearby Small amount of parallel parking on North Broadway Topography: A level site offers a “blank canvas” No natural features to leverage and build upon Character: Historical, passive park Introduction of alternative materials and equipment should consider a compatible aesthetic to existing park features
Neighborhood Character: Downtown area adjacent to
commercial and planned residential communities
Limitation on landscaping or amenities that may block
views into the park
Regular monitoring: Facilitated by its narrow-rectangular form along busy streets
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12 11
GRAPE DAY
PARK
WASHINGTON
PARK
GROVE
PARK
WESTSIDE
PARK
HERITAGE
GARDEN
ESCONDIDO LIBRARY
POCKET PARK
ADJACENT PARKS
This map shows the Grape Day Park campus and its relation to neighboring public parks.
FIGURE 2 | ADJACENT PARKS
GRAPE DAY PARK MASTER PLAN
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14 13
NEIGHBORHOOD ACCESS
Primary Downtown Streets
Major Streets
Escondido Creek
Class I/IV Bike Trail
Bus stops
INDUSTRIAL
COMMERCIAL RESIDENTIAL
HERITAGE
GARDEN
RESIDENTIAL
MIXED USE
ESCONDIDO
TRANSIT CENTER
GRAPE DAY
CAMPUS
INDUSTRIAL
COMMERCIAL RESIDENTIAL
HERITAGE
GARDEN
RESIDENTIAL
MIXED USE
ESCONDIDO
TRANSIT CENTER
GRAPE DAY
CAMPUS
INDUSTRIAL
COMMERCIAL RESIDENTIAL
HERITAGE
GARDEN
RESIDENTIAL
MIXED USE
ESCONDIDO
TRANSIT CENTER
GRAPE DAY
CAMPUS
INDUSTRIAL
COMMERCIAL RESIDENTIAL
HERITAGE
GARDEN
RESIDENTIAL
MIXED USE
ESCONDIDO
TRANSIT CENTER
GRAPE DAY
CAMPUS
INDUSTRIAL
COMMERCIAL RESIDENTIAL
HERITAGE
GARDEN
RESIDENTIAL
MIXED USE
ESCONDIDO
TRANSIT CENTER
GRAPE DAY
CAMPUS
FIGURE 3 | NEIGHBORHOOD ACCESS
GRAPE DAY PARK MASTER PLAN
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16 2.0 | existing conditions
15 GRAPE DAY
PARK
Woodward Ave.
N. Broadway
Children’s
Discovery
Museum
Escondido
Signature
Pavilion
Shopping
Center
James A. Stone
Swimming Pool
CCAE
CONCERT
HALL
CCAE
CENTER
THEATRE
CCAE
MUSEUM
GALLERIES
CCAE ART
STUDIOS
BOYS AND
GIRLS CLUB
ADMIN
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
CITY HALL
SITE CIRCULATION
EXISTING
Primary Park Access
Maintenance/Event Access
Pedestrian Circulation
Escondido Creek
Class I/IV Bike Trail
Parking, 400+ vehicles
Pedestrian Bridge
SOON TO BE CONSTRUCTED
Pedestrian Circulation
GRAPE DAY
PARK
Woodward Ave.
N. Broadway
Children’s
Discovery
Museum
Escondido
Signature
Pavilion
Shopping
Center
James A. Stone
Swimming Pool
CCAE
CONCERT
HALL
CCAE
CENTER
THEATRE
CCAE
MUSEUM
GALLERIES
CCAE ART
STUDIOS
BOYS AND
GIRLS CLUB
ADMIN
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
CITY HALL
GRAPE DAY
PARK
Woodward Ave.
N. Broadway
Children’s
Discovery
Museum
Escondido
Signature
Pavilion
Shopping
Center
James A. Stone
Swimming Pool
CCAE
CONCERT
HALL
CCAE
CENTER
THEATRE
CCAE
MUSEUM
GALLERIES
CCAE ART
STUDIOS
BOYS AND
GIRLS CLUB
ADMIN
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
CITY HALL
GRAPE DAY
PARK
Woodward Ave.
N. Broadway
Children’s
Discovery
Museum
Escondido
Signature
Pavilion
Shopping
Center
James A. Stone
Swimming Pool
CCAE
CONCERT
HALL
CCAE
CENTER
THEATRE
CCAE
MUSEUM
GALLERIES
CCAE ART
STUDIOS
BOYS AND
GIRLS CLUB
ADMIN
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
CITY HALL
GRAPE DAY
PARK
Woodward Ave.
N. Broadway
Children’s
Discovery
Museum
Escondido
Signature
Pavilion
Shopping
Center
James A. Stone
Swimming Pool
CCAE
CONCERT
HALL
CCAE
CENTER
THEATRE
CCAE
MUSEUM
GALLERIES
CCAE ART
STUDIOS
BOYS AND
GIRLS CLUB
ADMIN
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
CITY HALL
GRAPE DAY
PARK
Woodward Ave.
N. Broadway
Children’s
Discovery
Museum
Escondido
Signature
Pavilion
Shopping
Center
James A. Stone
Swimming Pool
CCAE
CONCERT
HALL
CCAE
CENTER
THEATRE
CCAE
MUSEUM
GALLERIES
CCAE ART
STUDIOS
BOYS AND
GIRLS CLUB
ADMIN
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
CITY HALL
GRAPE DAY
PARK
Woodward Ave.
N. Broadway
Children’s
Discovery
Museum
Escondido
Signature
Pavilion
Shopping
Center
James A. Stone
Swimming Pool
CCAE
CONCERT
HALL
CCAE
CENTER
THEATRE
CCAE
MUSEUM
GALLERIES
CCAE ART
STUDIOS
BOYS AND
GIRLS CLUB
ADMIN
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
CITY HALL
GRAPE DAY
PARK
Woodward Ave.
N. Broadway
Children’s
Discovery
Museum
Escondido
Signature
Pavilion
Shopping
Center
James A. Stone
Swimming Pool
CCAE
CONCERT
HALL
CCAE
CENTER
THEATRE
CCAE
MUSEUM
GALLERIES
CCAE ART
STUDIOS
BOYS AND
GIRLS CLUB
ADMIN
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
CITY HALL
GRAPE DAY
PARK
Woodward Ave.
N. Broadway
Children’s
Discovery
Museum
Escondido
Signature
Pavilion
Shopping
Center
James A. Stone
Swimming Pool
CCAE
CONCERT
HALL
CCAE
CENTER
THEATRE
CCAE
MUSEUM
GALLERIES
CCAE ART
STUDIOS
BOYS AND
GIRLS CLUB
ADMIN
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
CITY HALL
FIGURE 4 | SITE CIRCULATION
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
164
Item10.
GRAPE DAY PARK MASTER PLAN
18 2.0 | existing conditions
17 EXISTING PARK PROGRAM
EXISTING
Heritage Walk
Art Murals / Sculptures
Restroom
Memorial Structure / Plaque / Commemoratives
Fountain
Flagpole
Movies in the Park
SOON TO BE CONSTRUCTED
In Progress Program
Playground
Vinehenge Play
Sculpture
Event Patio
Event Patio
Horseshoes
Great Green
Historical
Palm
Walk Stage
Food
Truck
Pads
Restrooms
Citrus Trees And
Sculpture Garden
Plaza
GRAPE DAY
PARK
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
Woodward Ave.
N. Broadway
James A. Stone
Swimming Pool
CITY HALL
Playground
Vinehenge Play
Sculpture
Event Patio
Event Patio
Horseshoes
Great Green
Historical
Palm
Walk Stage
Food
Truck
Pads
Restrooms
Citrus Trees And
Sculpture Garden
Plaza
GRAPE DAY
PARK
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
Woodward Ave.
N. Broadway
James A. Stone
Swimming Pool
CITY HALL
Playground
Vinehenge Play
Sculpture
Event Patio
Event Patio
Horseshoes
Great Green
Historical
Palm
Walk Stage
Food
Truck
Pads
Restrooms
Citrus Trees And
Sculpture Garden
Plaza
GRAPE DAY
PARK
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
Woodward Ave.
N. Broadway
James A. Stone
Swimming Pool
CITY HALL
Playground
Vinehenge Play
Sculpture
Event Patio
Event Patio
Horseshoes
Great Green
Historical
Palm
Walk Stage
Food
Truck
Pads
Restrooms
Citrus Trees And
Sculpture Garden
Plaza
GRAPE DAY
PARK
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
Woodward Ave.
N. Broadway
James A. Stone
Swimming Pool
CITY HALL
Playground
Vinehenge Play
Sculpture
Event Patio
Event Patio
Horseshoes
Great Green
Historical
Palm
Walk Stage
Food
Truck
Pads
Restrooms
Citrus Trees And
Sculpture Garden
Plaza
GRAPE DAY
PARK
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
Woodward Ave.
N. Broadway
James A. Stone
Swimming Pool
CITY HALL
Playground
Vinehenge Play
Sculpture
Event Patio
Event Patio
Horseshoes
Great Green
Historical
Palm
Walk Stage
Food
Truck
Pads
Restrooms
Citrus Trees And
Sculpture Garden
Plaza
GRAPE DAY
PARK
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
Woodward Ave.
N. Broadway
James A. Stone
Swimming Pool
CITY HALL
Playground
Vinehenge Play
Sculpture
Event Patio
Event Patio
Horseshoes
Great Green
Historical
Palm
Walk Stage
Food
Truck
Pads
Restrooms
Citrus Trees And
Sculpture Garden
Plaza
GRAPE DAY
PARK
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
Woodward Ave.
N. Broadway
James A. Stone
Swimming Pool
CITY HALL
Playground
Vinehenge Play
Sculpture
Event Patio
Event Patio
Horseshoes
Great Green
Historical
Palm
Walk Stage
Food
Truck
Pads
Restrooms
Citrus Trees And
Sculpture Garden
Plaza
GRAPE DAY
PARK
Train
Depot
History
Center
Blacksmith
Barn &
Windmill
Woodward Ave.
N. Broadway
James A. Stone
Swimming Pool
CITY HALL
FIGURE 5 | EXISTING PARK PROGRAM
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
165
Item10.
GRAPE DAY PARK MASTER PLAN
20 19
SPECIAL EVENTS AND PROGRAMS
The Grape Day Campus is host to many annual events
including the following:
Escondido Creek Conservancy Family Day
Cinco de Mayo North County Multicultural Festival
Once Upon A Book Fair
US Police & Fire Games Bike Race
City of Escondido Fireworks
CCAE 4th of July Entertainment (CCAE)
SIP Fresh Glass Premier (CCAE)
A Step Beyond Family Picnic
HHJ Project Backpack
Grape Day Festival
Fiesta Patrias Multicultural Festival
A Step Beyond Annual Auditions
Trunk or Treat
CCAE Holiday Fest
Summer Movies in the Park (CSD/Esco History Center)
Food Truck Fridays (CCAE)
National Day of Prayer
Escondido History Center Annual Trash and Treasures
Sale
Escondido High School 50 Plus Reunion
Ford & Friends Car Show
Street Legacy (CCAE)
Jumpstart Parent Conference
Escondido Sunrise Rotary’s Grape Day 5K
Community in Unity - Greater Escondido Chamber of
Commerce
National Night Out
FIGURE 6 | SPECIAL E vENTS AND PROGRAM IMAGERY
SOURCE: ESCONDIDO TIMES-ADVOCATE
SOURCE: ESCONDIDO TIMES-ADVOCATE
SOURCE: ESCONDIDO HISTORY CENTER
SOURCE: ESCONDIDO HISTORY CENTER
SOURCE: ESCONDIDO DOWNTOWN BUSINESS ASSOCIATION
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
166
Item10.
GRAPE DAY PARK MASTER PLAN
22 2.0 | existing conditions
21 Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
JAMES A. STONE SWIMMING POOL CIRCULATION
Pedestrian Circulation
Vehicular/Fire Circulation
Maintenance Access
ADA Parking Stalls
Future EV Stalls
Leased Parking Stalls
Bus Drop Off
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
FIGURE 7 | JAMES A. STONE SWIMMING POOL CIRCULATION
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
167
Item10.
GRAPE DAY PARK MASTER PLAN
24 2.0 | existing conditions
23 Lap Pool
6 Lanes
POOL BLDG &
STORAGEParking
75’
45’
18’
36’
Mech.
Bldg.
Bleachers
Zoo
Trash
Parking
Woodward Ave.
Children’s
Pool
JAMES A. STONE SWIMMING POOL EXISTING
CONDITIONS
Pedestrian Circulation
Vehicular/Fire Circulation
Maintenance Access
ADA Parking Stalls
4’ Chainlink Fencing
8’ Chainlink Fencing
Lap Pool
6 Lanes
POOL BLDG &
STORAGEParking
75’
45’
18’
36’
Mech.
Bldg.
Bleachers
Zoo
Trash
Parking
Woodward Ave.
Children’s
PoolLap Pool
6 Lanes
POOL BLDG &
STORAGEParking
75’
45’
18’
36’
Mech.
Bldg.
Bleachers
Zoo
Trash
Parking
Woodward Ave.
Children’s
PoolLap Pool
6 Lanes
POOL BLDG &
STORAGEParking
75’
45’
18’
36’
Mech.
Bldg.
Bleachers
Zoo
Trash
Parking
Woodward Ave.
Children’s
Pool
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
Woodward Ave.
James A. Stone
Swimming Pool
BOYS AND
GIRLS CLUB
CALIFORNIA
CENTER FOR
THE ARTS
GRAPE DAY
PARK
FIGURE 8 | JAMES A. STONE SWIMMING POOL EXISTING CONDITIONS
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
168
Item10.
26 3.0 COMMUNITY OUTREACH
AND P ARTICIPATION
3 .1 G eneral
3 .2 Ph ase 1
3 .3 Ph ase 2
3 .4 Ph ase 3
3 .5 O utreach Summary
GRAPE DAY PARK MASTER PLAN
2525
Resolution No. 2023-41
Exhibit "A"
169
Item10.
27 GRAPE DAY PARK MASTER PLAN 28
3.0 | community outreach and participation
3.0 COMMUNITY OUTREACH AND PARTICIPATION
3.1 GENERAL
As a part of the Master Plan Update effort, the City and LPA engaged the community to elicit their thoughts
and ideas concerning the 2015 Draft Master Plan, their
current park usage, and future potential improvements.
To gather feedback, a phased outreach strategy was
developed. Spanish language materials and translation
were provided for all public outreach. A more detailed summary for each phase is in the next sections.
Feedback data can be found in Appendix A.
Phase 1:
To start the outreach process, LPA facilitated a City staff programming and design workshop to define the goals
and objectives for the planning team. This workshop
included representatives from all City departments.
Phase 2:
Phase two involved reaching out to community
members via public workshops and an SMS text survey.
Two public workshops were held and facilitated by the
design team to educate and gather feedback on the
programs and facilities offered in the park and James A.
Stone Swimming Pool.
Phase 3:
Phase three of the community outreach was
developed concurrently with phase 2, and targeted key
stakeholders and focus groups for their input on the
master plan and aquatics updates.
A summary of the outreach in all three phases was
developed to identify the improvement priorities for
Grape Day Park and the James A. Stone Swimming Pool.
3.2 PHASE 1
Workshop #1 was held on October 12, 2022, in the
Mitchell Room at Escondido City Hall. A total of 21 City staff members and design team consultants attended
this workshop. Prior to this workshop, staff members
were asked to complete a worksheet, which ranked site
resiliency and sustainability goals. A summary of these goals was presented during the workshop. Comments
from the attendees were gathered and are summarized
in the following lists:
Needs for the Aquatic Center include:
A splashpad should be included in the aquatics facility, preferably with a play structure (Note: subsequent
community input on this aspect overwhelmingly
recommended not locating the splashpad inside the
aquatic center to increase access and lower financial
barriers. Consequently, the City is evaluating locating the splashpad at another park site to better spread
water-related activities equitably around the City.) See Appendix B for additional splashpad information.
• Water Polo;
• Swim meets, 8 lanes minimum;
• 1M diving board;
• Capability for water aerobics program;
• Learn to swim, large program;
• Safety training programs such as Red Cross,
lifeguard and SCUBA;
• Deck training; and
• Pool security lighting.
Needs for Grape Day Park include:
• Maintain large open lawn area for community event
space;
• Shade is desired, but shouldn’t block views or foot
traffic with random shade structures;
• Remove or replace the Vinehenge sculpture within
the existing children’s play area and grape slide due
to age of improvements;
• No current plans to relocate Women’s Club building
to the park;
• Create a unique identity for Grape Day Park,
distinctly different from Kit Carson Park;
• Emphasize passive uses in the park and limit
additional active use; and
• Consider public art and possibly outdoor art gallery
space.
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
170
Item10.
29 GRAPE DAY PARK MASTER PLAN 30
3.0 | community outreach and participation
Please grade degree of priority for this project, 1- 5 (1 being high priority)
1.0-2.0
2.1-2.5
2.6- 3.0
1-5 1-5 1-5 1-5
Determine site programming to enhance user
experience 1.8
Conserve healthy soils and appropriate
vegetation
2.0 Engage users and stakeholders 1.8
Support physical activity, create amenities as
"destinations", incorporate fitness
opportunities, bike amenities, walking trails 1.8
Improve safety and reduce crime and
perceptions of danger 1.8 Design cost and maintenance conscious 2.1 Promote equitable site use 1.8 Support social connection 2.1 Explore outdoor shading opportunities 2.2 Conserve and use native plants 2.2 Support local economy 2.0 Support mental restoration 2.1 Retain or restore cultural significant feature,
areas, practices or views 2.2 Reduce heat island effects 2.4 Design for walkability, connection to
pedestrian systems 2.1
Create accessible spaces that do not
compromise design 2.2
Provide a variety of active and passive
program opportunities 2.3
Incorporate passive and low impact design
strategies 2.4
Protect and maintain cultural and historical
significance 2.1 Provide intuitive and adequate wayfinding 2.3 Identify opportunities for infrastructure to be
an amenity
2.3 Design functional and aesthetical stormwater
treatment features as amenities
2.5 Determine opportunities for community
access
2.1 Provide social and personal spaces with
diverse seating and gathering opportunities
2.4 Amplify "gifts of the site" - genius loci;
Creating programs/experiences that take
advantage of the existing conditions and
creating sense of place authentic to its
setting. 2.5
Modify existing planting palette to reduce
water use for landscape irrigation
2.6 Incorporate universal design amenities 2.5 Incorporate indoor-outdoor connections 2.7 Foster education and learning opportunities 2.6
Pursue certification such as LEED, WELL, or
AIA 2030 Commitment 2.6 Foster education and learning opportunities 2.6 Promote healthy eating habits, connect to
healthy food options, organic gardens 3.1
Reduce actual or perceived levels of
undesirable sounds 3.0 Provide site-generated power 2.8 Design for local + regional bike systems and
routes 2.7 Incorporate therapeutic gardens 3.6
Support urban agriculture 3.1 Capture and reuse stormwater 2.9 Minimize exposure to environmental tobacco
smoke 2.8 Provide on-site food production 3.9
Explore art opportunities 3.2 Support biodiversity 3.0
Encourage fuel efficient and multi-modal
transportation 2.9 Incorporate seasonal gardens 3.9
Reduce parking footprint 3.5
Set embodied carbon reduction and carbon
sequestration goals 3.1 Provide support to local habitat and ecology 2.9 Increase site permeability 3.4 Reduce light pollution 3.3 Minimize soil import and export 3.5
Reduce use herbicide, pesticides and
fertilizers 3.6
Exceed code minimum requirements for
Clean Air/Vanpool/EV Parking or introduced if
not required 3.8
Exceed code minimum requirements for Bike
Parking 3.9
RESILIENT & SUSTAINABLE GOALS & PRIORITIES
WELLNESSEXPERIENCE PERFORMANCE COMMUNITY
FIGURE 9 | RESILIENCY AND SUSTAINABLE GOALS FROM THE FIRST WORKSHOP Please grade degree of priority for this project, 1- 5 (1 being high priority)
1.0-2.0
2.1-2.5
2.6- 3.0
1-5 1-5 1-5 1-5
Determine site programming to enhance user
experience 1.8
Conserve healthy soils and appropriate
vegetation 2.0 Engage users and stakeholders 1.8
Support physical activity, create amenities as
"destinations", incorporate fitness
opportunities, bike amenities, walking trails 1.8
Improve safety and reduce crime and
perceptions of danger 1.8 Design cost and maintenance conscious 2.1 Promote equitable site use 1.8 Support social connection 2.1 Explore outdoor shading opportunities 2.2 Conserve and use native plants 2.2 Support local economy 2.0 Support mental restoration 2.1 Retain or restore cultural significant feature,
areas, practices or views 2.2 Reduce heat island effects 2.4 Design for walkability, connection to
pedestrian systems 2.1
Create accessible spaces that do not
compromise design 2.2
Provide a variety of active and passive
program opportunities 2.3
Incorporate passive and low impact design
strategies 2.4
Protect and maintain cultural and historical
significance 2.1 Provide intuitive and adequate wayfinding 2.3 Identify opportunities for infrastructure to be
an amenity 2.3
Design functional and aesthetical stormwater
treatment features as amenities 2.5
Determine opportunities for community
access 2.1
Provide social and personal spaces with
diverse seating and gathering opportunities 2.4
Amplify "gifts of the site" - genius loci;
Creating programs/experiences that take
advantage of the existing conditions and
creating sense of place authentic to its
setting. 2.5
Modify existing planting palette to reduce
water use for landscape irrigation 2.6 Incorporate universal design amenities 2.5 Incorporate indoor-outdoor connections 2.7 Foster education and learning opportunities 2.6
Pursue certification such as LEED, WELL, or
AIA 2030 Commitment 2.6 Foster education and learning opportunities 2.6 Promote healthy eating habits, connect to
healthy food options, organic gardens 3.1
Reduce actual or perceived levels of
undesirable sounds 3.0 Provide site-generated power 2.8 Design for local + regional bike systems and
routes 2.7 Incorporate therapeutic gardens 3.6
Support urban agriculture 3.1 Capture and reuse stormwater 2.9 Minimize exposure to environmental tobacco
smoke 2.8 Provide on-site food production 3.9
Explore art opportunities 3.2 Support biodiversity 3.0
Encourage fuel efficient and multi-modal
transportation 2.9 Incorporate seasonal gardens 3.9
Reduce parking footprint 3.5
Set embodied carbon reduction and carbon
sequestration goals 3.1 Provide support to local habitat and ecology 2.9 Increase site permeability 3.4 Reduce light pollution 3.3 Minimize soil import and export 3.5
Reduce use herbicide, pesticides and
fertilizers 3.6
Exceed code minimum requirements for
Clean Air/Vanpool/EV Parking or introduced if
not required 3.8
Exceed code minimum requirements for Bike
Parking 3.9
RESILIENT & SUSTAINABLE GOALS & PRIORITIES
WELLNESSEXPERIENCE PERFORMANCE COMMUNITY
Please grade degree of priority for this project, 1- 5 (1 being high priority)
1.0-2.0
2.1-2.5
2.6- 3.0
1-5 1-5 1-5 1-5
Determine site programming to enhance user
experience 1.8
Conserve healthy soils and appropriate
vegetation 2.0 Engage users and stakeholders 1.8
Support physical activity, create amenities as
"destinations", incorporate fitness
opportunities, bike amenities, walking trails 1.8
Improve safety and reduce crime and
perceptions of danger 1.8 Design cost and maintenance conscious 2.1 Promote equitable site use 1.8 Support social connection 2.1 Explore outdoor shading opportunities 2.2 Conserve and use native plants 2.2 Support local economy 2.0 Support mental restoration 2.1 Retain or restore cultural significant feature,
areas, practices or views 2.2 Reduce heat island effects 2.4 Design for walkability, connection to
pedestrian systems 2.1
Create accessible spaces that do not
compromise design 2.2
Provide a variety of active and passive
program opportunities 2.3
Incorporate passive and low impact design
strategies 2.4
Protect and maintain cultural and historical
significance 2.1 Provide intuitive and adequate wayfinding 2.3 Identify opportunities for infrastructure to be
an amenity 2.3
Design functional and aesthetical stormwater
treatment features as amenities 2.5
Determine opportunities for community
access 2.1
Provide social and personal spaces with
diverse seating and gathering opportunities 2.4
Amplify "gifts of the site" - genius loci;
Creating programs/experiences that take
advantage of the existing conditions and
creating sense of place authentic to its
setting. 2.5
Modify existing planting palette to reduce
water use for landscape irrigation 2.6 Incorporate universal design amenities 2.5 Incorporate indoor-outdoor connections 2.7 Foster education and learning opportunities 2.6
Pursue certification such as LEED, WELL, or
AIA 2030 Commitment 2.6 Foster education and learning opportunities 2.6 Promote healthy eating habits, connect to
healthy food options, organic gardens 3.1
Reduce actual or perceived levels of
undesirable sounds 3.0 Provide site-generated power 2.8 Design for local + regional bike systems and
routes 2.7 Incorporate therapeutic gardens 3.6
Support urban agriculture 3.1 Capture and reuse stormwater 2.9 Minimize exposure to environmental tobacco
smoke 2.8 Provide on-site food production 3.9
Explore art opportunities 3.2 Support biodiversity 3.0
Encourage fuel efficient and multi-modal
transportation 2.9 Incorporate seasonal gardens 3.9
Reduce parking footprint 3.5
Set embodied carbon reduction and carbon
sequestration goals 3.1 Provide support to local habitat and ecology 2.9 Increase site permeability 3.4 Reduce light pollution 3.3 Minimize soil import and export 3.5
Reduce use herbicide, pesticides and
fertilizers 3.6
Exceed code minimum requirements for
Clean Air/Vanpool/EV Parking or introduced if
not required 3.8
Exceed code minimum requirements for Bike
Parking 3.9
RESILIENT & SUSTAINABLE GOALS & PRIORITIES
WELLNESSEXPERIENCE PERFORMANCE COMMUNITY
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
171
Item10.
31 GRAPE DAY PARK MASTER PLAN 32
3.0 | community outreach and participation
3.3 PHASE 2
Two community workshops were held with the
following goals:
• Workshop #2: Gather & share Information about
the park plan and preferred park programming with
community members;
• 11 attendees
• Workshop #3: Share proposed plans and options for
consideration and feedback.
• 41 attendees
The community was made aware of the workshops as
follows:
• A postcard with meeting dates and times was mailed
to residents within ¼-mile of the park site prior to
each of the community workshops;
• Posts on social websites such as NextDoor and
Facebook;
• Inclusion in the City Manager’s Weekly Activity
Report;
• Information included in City newsletter publications; • Information posted to the City’s project webpage
www.escondido.org/grape-day-park;
• A-frame signs located in park locations around the
City with details and QR code pointing to project
webpage;
• Flyers posted at front counter of City facilities with details and QR code pointing to project website; and
• Through community partners (schools, CAFE,
nonprofits).
Community Workshops and Survey
Workshop #2 was held on November 19, 2022 to
summarize the site’s history, the demographics and
character, opportunities and constraints of the site, and review a list of potential amenities and programming
opportunities from the 2015 Draft Master Plan and from
the City’s RFP.
Community members were encouraged to ask questions,
provide input, and participate in a site tour to record their thoughts and experiences at different locations through the park and aquatic facilities. Meeting results are
documented in Appendix A.
Primary Finding: Feedback from this community
meeting documented a preference for safe access to
the park, access to the restrooms from the playgrounds, a playground geared towards young toddlers, and picnic
areas. In general, passive programming was preferred.
A supplemental means of engagement occurred
through use of a FlashVote SMS survey. FlashVote is
a multi-channel (web/text/phone) tool used to obtain
statistically-accurate findings. A text-based link to
five questions similar to the questions asked at the
community meeting was sent to the smart phones of
residents within a 1-mile radius of the park site. Though limited, the findings of these responses provided a
scientifically validated level of accuracy. Whereas a
small group of community members that are motivated
to attend a workshop due to park-focused priorities may lead a planning process towards a narrow set of options, this more statistically accurate approach to data
collection provides insight into the broader community’s wants and needs.
• 8,591 smart phone users were reached via text;
• The FlashVote survey recorded responses from 307
participants (3.5% response rate);
• Findings are a statistically accurate representation
of the entire community, not just park supporters;
and
• Survey asked about what amenities were preferred
and user rate of the park and aquatic facility.
Workshop attendees were encouraged to participate
during meetings, via emails, and through comments
to City officials afterwards. The FlashVote survey was replicated by the City and promoted on their website.
• 127 people completed the online survey.
Participants were invited to document their current use of the park and pool facilities and rank their preferred park amenities and programs as well as write in their
ideas and concerns for the park.
WORKSHOP #2
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
172
Item10.
33 GRAPE DAY PARK MASTER PLAN 34
3.0 | community outreach and participation
Primary Finding: Public safety was the largest concern for the park.
Workshop #3 was held on January 5, 2023. LPA and
City staff summarized options for both the park and
pool facilities. The community was asked for opinions
on the concepts.
Primary Finding: Grape Day Park improvements
focused on safety, park connectivity, and wayfinding.
The pool project focused on larger pools, community
use timing, shade, and splashpads. From this meeting,
four consolidated pool design options were refined for
City Council approval.
3.4 PHASE 3
Five focus groups were held.
Focus Group 1: Grape Day Experience
8 Attendees. Attendees at this meeting represented
the arts community, including downtown galleries,
artists, philanthropic non-profits, and City
commissioners.
Primary Findings: Priorities are to establish an identity for Escondido, incorporate art throughout the park,
update educational signage, update historical elements
of the park, provide a performance pavilion, honor the
creek through artwork / educational opportunities,
blend together the arts and park activity areas, maintain historic buildings, and continue to bring history to the public.
Focus Group 2: Economic Development (Tourism,
Business, & Special Events)
15 Attendees. Attendees represented the CCAE,
Greater Escondido Chamber of Commerce,
Downtown Business Association, special event
organizers, and local retail, law firm, real estate, and restaurant business owners.
Primary Findings: Upgrade park infrastructure for
events, wayfinding, connectivity to events outside of
Grape Day Park, park safety, dog park, enable more
cultural events to happen in the park, entice vendors
to come to the park, more shaded seating, provide
Instagram photo moment area, provide event
lighting, provide more power in the park for larger
events, and improve maintenance access.
Focus Group 3: Aquatics Maintenance and Operations
12 Attendees. Attendees represented the James A.
Stone Swimming Pool operations and maintenance
staff and other City staff.
Primary Findings: Provide larger or multiple pools,
space for simultaneous programming, NFHS and
California Interscholastic Federation (CIF) compliant
sizes, deck showers, secured access, wet classroom
for 30 people, free splashpad.
Focus Group 4: Escondido Union High School District
8 Attendees. Attendees represented the Escondido
Union High School District.
Primary Findings: Provide more swimming lanes
for dual practices, NFHS and CIF compliance, diving
program capability, ideal north/south orientation
for water polo matches, lockable storage area, and
spectator seating.
Focus Group 5: Charter Schools
6 Attendees. Attendees represented the Classical
Academy School.
Primary Findings: Provide more swimming lanes
(larger pool), NFHS and CIF compliance.
Stakeholders interviewed include representatives from
the local philanthropy community, specialized service
providers, and Escondido City Councilmembers.
COMMUNITY WORKSHOP #3
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
173
Item10.
35 GRAPE DAY PARK MASTER PLAN 36
3.0 | community outreach and participation
AQUATIC FACILITY PROGRAM
MASTER PLAN PASSI vE PROGRAM
MASTER PLAN HISTORICAL/INTERPRETATI vE PROGRAM
Primary Findings: Provide playground upgrades, a
splashpad, more picnic areas, sport court opportunities, art integration, and renovations to the History Center.
3.5 OUTREACH SUMMARY
After completion of the workshops, surveys, focus
groups and stakeholder meetings, the Project Team
documented the following prioritization of programs
and amenities that the community was seeking to have
resolved by this plan.
At each meeting the priorities discussed were recorded
and given one point if multiple people supported the
program. Programs from the SMS survey were recorded
if the response rate was 10% or higher, and were
weighted due to the survey being statistically valid.
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
174
Item10.
37 GRAPE DAY PARK MASTER PLAN 38
3.0 | community outreach and participation
Identified Recreation Facility Need
Resident SMS Text
Message Survey
(high participation-over 10%)
Escondido City Online Survey
(high participation - over 10%)
Staff In-House Workshop #1
Stakeholder Interviews
Focus Group #1
Grape Day Experience
Focus Group #2
Economics, Tourism & Special
Events
Community Workshop #2
Community Workshop #3
Playground/Tot Lot (2-5 yr) 2 1 1 1 1 1
Shaded picnic / Seating Area 2 1 1 1 1 1
Sport Courts (basketball, pickleball, etc.) 2 1 1 1 1
Enhanced walks that match Maple St. 2 1 1 1 1
Arts Programs (in park) 1 1 1 1 1
Upgrade Restrooms 1 1 1 1 1
Street Markings for Traffic Slowing 2 1 1 1
Signage/Wayfinding / Connection to Valley + Grand 1 1 1 1 1 Street Crossings with Traffic Signals 2 1 1
Park Safety/Security 1 1 1 1
Dog Area 2 1 1
More Events 1 1 1 1
Park Maintenance (drainage/irrigation/access) 1 1 1 1
Security lighting 1 1 1 1
History Museum 1 1 1
Heritage Walk Paving Upgrade 1 1 1
Multi-Purpose Turf Area 1 1 1
Splashpad at Aquatics 1 1 1
Exercise Stations 2 1
Homeless Concern 1 1 1
Splashpad in Park 1 1 1
Permanent Stage 1 1
Circulation from Citrus Grove Area 1 1
Bike Parking 1 1
Incorporate Creek into Park 1
Community Garden 1
Library 1
Upgrade utility infrastructure 1
Boats in the Pond 1
Skatepark 1
Grapevines/Park Identity 1
Relocate Women's Club Building 1
Demonstration Gardens 1
Interactive Water Features 1
Embellish Decorative Fencing 1
Rubber Surfacting at Playground 1
No Dog Park 1
Additional Restrooms 1
Pedestrian Bridge over Valley 1
Restoration of Historic Planter
Enhancement of Veterans Memorials
Educational / Interpretive Signage
Giant Chess Board in Paving
Colored Banners on CCAE
Remove Pepper Trees on Broadway
City of Escondido
Grape Day Park Master Plan Update
Community Input Summary
Identified Recreation Facility Need
Resident SMS Text Message Survey
(high participation-over 10%)
Escondido City Online Survey
(high participation - over 10%)
Staff In-House Workshop #1
Stakeholder Interviews
Focus Group #1
Grape Day Experience
Focus Group #2
Economics and Tourism
Focus Group #3
Charter Schools
Focus Group #4
School Districts
Focus Group #5
Staff Maintenance and Operations
Community Workshop #2
Community Workshop #3
Classes (certification programs, water aerobics, paddleboard yoga, etc.) 2 1 1 1 1 1 1
MPR /Wet Classroom 2 1 1 1 1 1 1
Swimming Lessons 2 1 1 1 1 1
Splashpad / Wet Play structure (Free) 2 1 1 1 1 1
Competition Pool 1 1 1 1 1 1
Shade 1 1 1 1 1 1
Water Polo 1 1 1 1 1 1
Lap Swimming 2 1 1 1
Diving (1M) 1 1 1 1 1
Bleachers 1 1 1 1
Recreation Pool 1 1 1 1
Homeless Concern 1 1 1 1
Larger Pool (33M Min.) 1 1 1
Food Trucks/Local Vendors 1 1 1
Deck Space 1 1 1
Water Slides 2 1
Training/Competition for swimming, diving, or water polo 1 1 1 Vehicular access for maintenance/events 1 1
Spa/Hot tub 1 1
Connection to Grape Day Park 1 1
Safety/Secure Access 1 1
50M or Larger Pool 1
Signage/Wayfinding 1
Accessible Pool Entry 1
Cooling Station 1
Keep Existing Pool 1
Scoreboards 1
City of Escondido
Aquatics Facility
Community Input Summary
1 FIGURE 11 | AQUATICS COMMUNITY FEEDBACK SUMMARY
FIGURE 1O | GRAPE DAY PARK COMMUNITY FEEDBACK SUMMARY
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
175
Item10.
GRAPE DAY PARK MASTER PLAN
3939
4.0 PARK IMPROVEMENT
RE COMMENDATIONS
4 .1 P roposed Park Improvements
4 .2 I ncompatible Amenities
4 .3 P ark Safety
Resolution No. 2023-41
Exhibit "A"
176
Item10.
GRAPE DAY PARK MASTER PLAN
4241
4.0 | recommendations for park improvements
MAPLE STREET PLAZA PA v ING, SITE FURNISHINGS AND WAYFINDING SIGNAGE
4.0 PARK IMPROVEMENT RECOMMENDATIONS
4.1 PROPOSED PARK IMPROVEMENTS
The Master Plan Update concept was created to
combine the site’s industrial and agricultural history
and the newer artistic culture found in the nearby
California Center for the Arts while also supporting the current community park program needs. The location
of the park offers a unique opportunity to expand
upon the highly visible downtown oasis. The existing
curvilinear forms within the park set the stage for a
park design with natural and organic geometry. The
space is designed to be flexible and allow for various
sized gatherings and events held by the City and local
event organizers. The Master Plan Update proposes the
following improvements to Grape Day Park:
Gateway Entries and Wayfinding Signage
Signature entry structures and wayfinding signage
will be installed at entry points and key walkway
intersections throughout the park and adjacent areas.
The wayfinding signage will provide directions to the
park amenities and the aquatic facility. The signage
style will match Maple Street Plaza colors and materials.
Traffic Calming Enhanced Street Paving
The traffic surrounding the park travels at a relatively high rate of speed. Additional traffic calming and
improved safety measures are included in the Master
Plan Update. Accent concrete paving matching Maple
Street Plaza, at key intersections and pedestrian
crossings, will improve interactions between drivers and pedestrians.
Heritage Walk with Memorials
On the south side of the History Center buildings, the
Heritage Walk walkway will be removed and replaced
with a new historic walk that will include accent paving materials and colors to match Maple Street Plaza. The
existing memorials and plaques located in this area
of the park will be removed and reinstalled within the
paving pattern of the walkway to provide for better
viewing and identification. Benches will be located
under the shade trees along the walk.
Heritage Walk Entry Monument/Historic Plaza
In the location of the horseshoe courts, along North
Broadway, a new plaza will be installed to increase the awareness and education of the History Center. The
plaza includes the tree grove and an accent seat wall.
A separate entry monument that announces the park’s
historical district will be included at the entrance of the historic plaza. Monument and paving materials
will match Maple Street Plaza monument architecture,
colors, and materials.
Tree Grove
The tree grove, located within the new Historic Plaza,
will provide shade to the plaza while representing the
agricultural history of Escondido. Tree selections should be made from they City’s approved tree palette to limit maintenance.
Pedestrian Walks with Maple Street Paving
Accents and Security Lighting
The pedestrian experience for visitors walking between
Grape Day Park and Maple Street Plaza will be enhanced
and closely coordinated in future improvement projects
to improve connectivity, visual aesthetics, safety,
placemaking and wayfinding. New walkways will be
constructed throughout the park along the main traffic
zones to support existing and new amenity circulation.
Pathways will be made of concrete with accented
paving matching the Maple Street Plaza materials and
colors at main intersections. The primary walkways
will be designed wide enough to allow for bicycles
and pedestrians, and provide access to benches and
tables. Two of these new walkways are currently in
development by the City. One of them will be wide
enough for food truck traffic. Security lighting will be included on all new walkways.
Food Truck Pads
Also under development by the City are small concrete
pads adjacent to the main north/south walkway. These
pads will support temporary food trucks and other
vendors during events.
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
177
Item10.
GRAPE DAY PARK MASTER PLAN
4443
4.0 | recommendations for park improvements
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE MASTER PLANNING
20 10 0 40
1"-0" = 20'
Developed for
Job Number
Date Published
Checked By
Scale
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE PLANNING
949-261-1001 Office
949-260-1190 Fax
LPADesignStudios.com
01/18/2023
5301 California Avenue, Suite 100
Irvine, California 92617
This document and all other project documents, ideas,
aesthetics and designs incorporated therein are instruments of service. All project documents are copyright protected, are the property of LPA, Inc. (LPA) and cannot be lawfully used in whole or in part for any project or purpose except as set forth in the contractual agreement between LPA and its Client. The unauthorized disclosure and/or use of the
project documents (including the creation of derivative works), may give rise to liability for copyright infringement, unlawful disclosure, use or misappropriation of property rights held by LPA. The unauthorized use of the project documents will give rise to the recovery of monetary losses and damages including attorney fees and costs for which the unauthorized user will be held liable.
Project documents describe the design intent of the work and are not a representation of as-built or existing
conditions. LPA is not responsible for any discrepancies between the project documents and the existing conditions. • •• • • •••• • ••••••••••••
ESCONDIDO AQUATIC CENTER
OPTION 3
131 Woodward Ave.
Escondido, CA 92025
City of Escondido
30825.01
20 10 0 40
20 10 0
40 1"-0" = 20'
Developed for
Job Number
Date Published
Checked By
Scale
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE PLANNING
949-261-1001 Office
949-260-1190 Fax
LPADesignStudios.com
01/18/2023
5301 California Avenue, Suite 100
Irvine, California 92617
This document and all other project documents, ideas,
aesthetics and designs incorporated therein are instruments of service. All project documents are copyright protected, are the property of LPA, Inc. (LPA) and cannot be lawfully used in whole or in part for any project or purpose except as set forth in the contractual agreement between LPA and its Client. The unauthorized disclosure and/or use of the
project documents (including the creation of derivative works), may give rise to liability for copyright infringement, unlawful disclosure, use or misappropriation of property rights held by LPA. The unauthorized use of the project documents will give rise to the recovery of monetary losses and damages including attorney fees and costs for which the unauthorized user will be held liable.
Project documents describe the design intent of the work and are not a representation of as-built or existing
conditions. LPA is not responsible for any discrepancies between the project documents and the existing conditions. • •• • • •••• • ••••••••••••
ESCONDIDO AQUATIC CENTER
OPTION 3
131 Woodward Ave.
Escondido, CA 92025
City of Escondido
30825.01
DATE: 04.04.2023
Grape Day Park Paving Enlargements
MAPLE STREET PAVING IMAGERY
GRAPE DAY PARK PAVING EXHIBIT
Grape Day Park Northern Entry Paving
Grape Day Park Train Depot Paving
Grape Day Park Restroom Paving
1” = 20’-0”
1” = 10’-0”
1” = 10’-0”
1” = 10’-0”
1 2
3 4
VEHICULAR CONCRETE PAVERS BY ACKERSTONE OR APPROVED EQUAL.
TYPE: HOLLAND I STONE, VEHICULAR DEPTH
PATTERN: BASKETWEAVE
COLOR: FACE MIX CHARCOAL/BROWN/BUFF
VEHICULAR CONCRETE PAVERS BY ACKERSTONE OR APPROVED EQUAL.
TYPE: HOLLAND I STONE, VEHICULAR DEPTH
PATTERN: BASKETWEAVE
COLOR: FACE MIX CHARCOAL/BROWN/BUFF
VEHICULAR CONCRETE PAVERS BY ACKERSTONE OR APPROVED EQUAL.
TYPE: HOLLAND I STONE, VEHICULAR DEPTH
PATTERN: BASKETWEAVE
COLOR: FACE MIX CHARCOAL/BROWN/BUFF
VEHICULAR CONCRETE PAVER BORDER BY ACKERSTONE OR APPROVED EQUAL.
TYPE: HOLLAND I STONE, VEHICULAR DEPTH
PATTERN: (2) TWO ROW SOLDIER COURSE
COLOR: FACE MIX CHARCOAL
NOTE: ALL ACCENT PAVING TYPES TO
MATCH MAPLE STREET PLAZA MATERIALS,
COLORS AND DETAILS. SEE MAPLE
STREET IMAGERY.
VEHICULAR CONCRETE PAVER BORDER BY ACKERSTONE OR APPROVED EQUAL.
TYPE: HOLLAND I STONE, VEHICULAR DEPTH
PATTERN: (2) TWO ROW SOLDIER COURSE
COLOR: FACE MIX CHARCOAL
VEHICULAR CONCRETE PAVER BORDER BY ACKERSTONE OR APPROVED EQUAL.
TYPE: HOLLAND I STONE, VEHICULAR DEPTH
PATTERN: (2) TWO ROW SOLDIER COURSE
COLOR: FACE MIX CHARCOAL
LARGE FORMAT VEHICULAR CONCRETE PAVERS BY ACKERSTONE OR APPROVED EQUAL.
TYPE: 12X24, VEHICULAR DEPTH
COLOR: FACE MIX BUFF
EXPANSION JOINT PATTERN
MATCH EXISTING BANDING
PATTERN WITHIN GRAPE DAY PARK
LARGE FORMAT VEHICULAR CONCRETE PAVERS BY ACKERSTONE OR APPROVED EQUAL.
TYPE: 12X24, VEHICULAR DEPTH
COLOR: FACE MIX BUFF
LARGE FORMAT VEHICULAR CONCRETE PAVERS BY ACKERSTONE OR APPROVED EQUAL.
TYPE: 12X24, VEHICULAR DEPTH
COLOR: FACE MIX BUFF
3 4
2 FIGURE 12 | PARK PA v ING EXHIBIT
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
178
Item10.
GRAPE DAY PARK MASTER PLAN
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4.0 | recommendations for park improvements
ADA Walk to Grape Day Park
The entrance from the Woodward Parking lot will be
improved to meet accessibility standards and vehicular
access. A new walkway is proposed to connect
accessible parking spaces to the bridge park entry.
Existing Bicycle Lane (Class 1)
The Escondido Bike Trail was recently re-routed to run
along Broadway adjacent to Grape Day Park. This bike
lane access provides alternate modes of transportation
to the park.
Bicycle Parking
To support the traffic of the existing bike lane along
Broadway Ave, new bicycle parking racks will be
installed at park entries.
Decomposed Granite Courtyard
Adjacent to the Heritage Walk, east of the playground, a decomposed granite paving courtyard with picnic tables
under a grove of trees will provide additional seating
opportunities around the playground. The decomposed
granite paving will be stabilized to prevent erosion.
Picnic Areas
Picnic tables will be installed throughout the park
and include accessible tables. Tables shall be made of
concrete or another sturdy material for maintenance
and longevity. Table locations have been selected to
take advantage of the shade from existing trees while
also staying along the perimeter of the lawn area to
avoid being an obstruction to the continuous usable
open space.
Concrete Stages
Two stage areas are currently in development by the
City. The stages will be located at the western edge
of the park, adjacent to the CCAE buildings, as well as to the south of the train depot. The stage areas will
include accent concrete paving matching the Maple
Street Plaza materials and colors. Electrical upgrades to support events will also be included at these areas.
Restroom Building
A new restroom building is in development by the
City. This restroom will be located in the center of the park, creating easier access for events, and will replace the existing restroom north of the playground. New
walkways will be installed to connect the restrooms with the other park amenities.
Children’s Play Area (2-5 yr)
A new playground focusing on children aged 2-5 is
one of the top priorities noted by the community. This playground will be located directly adjacent to the
existing playground walkway. A new walkway to the
new restroom building will be added. Playground
equipment shall match the style and theme of the
existing structures.
Perimeter Buffer Landscape
For added safety between the playground area and
North Broadway, new buffer landscaping will be
installed. The landscape palette shall be low shrubs and groundcovers to maintain visibility into the park.
Park Landscape
Upgraded landscape areas throughout the park will be a
variety of low maintenance/drought tolerant, California- friendly varieties.
Embellished Decorative Fencing
The current chainlink fencing with barbed wire at the
edges of Escondido Creek is unsightly and presents
an uninviting entry element to the park. Fencing will
be replaced with new fencing that will have artistic
decorative features representing the history of
Escondido.
Maintenance/Service Entry
A new paved driveway is proposed along North
Broadway at the southeastern corner of the park.
Existing Memorials
The existing memorials are intended to remain as
they are, with minor paving improvements for greater
accessibility.
PROGRAM CHARACTER IMAGERY
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
179
Item10.
GRAPE DAY PARK MASTER PLAN
4847
4.2 INCOMPATIBLE AMENITIES
The Project Team did not present amenities that
would encumber annual events held at the park,
were incompatible with other amenities, or are being
explored for inclusion at nearby parks. The amenities
not presented for these reasons were:
Dedicated Sports Fields
Dedicated sports fields and the concrete walkways
needed to access them would divide the field and
consume much of the high-priority green space needed
during special event usage.
Water Play (Splashpads)
Based on the overwhelming community feedback that
a splashpad should be easily accessible, it is not shown as being located within the new aquatic facility complex.
With the relocation of the park restrooms already in
progress, the City is investigating other park locations where the infrastructure exists to accommodate an
accessible splashpad. See Appendix B for further
information.
Dog Park
Off-leash dog parks require defined and fenced-in
spaces for large and small dogs. This substantial
use of land would have limited other recreational
options. During the community outreach process,
some community members asked for a dog park;
however it was lower on the priority list. With the space requirements and lower ranking, this amenity is being
considered for inclusion at other locations. Dogs on
leashes are still allowed in the park.
CERTIFICATION CLASS CHARACTER IMAGERY
AQUATICS CHARACTER IMAGERY
LEARN TO SWIM CHARACTER IMAGERY
Escondido Creek and Creek Trail
A new concrete walkway will be installed on the
northern portion of the Creek to connect the bridges to Escondido Blvd. The Escondido Creek Conservancy’s
work to conceptualize a preliminary design for restoring the Escondido Creek through Grape Day Park can
be found at https://escondidocreek.org/grape-day-
park/. Future consideration for potential modifications to Escondido Creek, and the resulting relocation of
parking, may be addressed to enhance the creek
corridor and emphasize the natural creek area.
Ev Parking
New electric vehicle (EV) charging stations are in
development by the City to be installed in the north
parking lot south of Woodward.
AQUATICS
Pool Building
The existing pool building will be removed and replaced with a new building to include a ticketing, lifeguard
and first aid office area, restrooms, lockers rooms, a
multipurpose room, and a mechanical room.
Competition Pool
The existing pool facility does not meet current codes
or community needs. The plan shows the option
of a new facility that includes a pool that is sized to accommodate larger recreation events and programs
and competitive events that are compliant with NFHS
and CIF standards.
Recreation Pool
A second pool dedicated to recreational use will be
installed. This pool could include beach entry, areas
for swim lessons, water aerobics, lap swim, and
additional recreational space. A second recreational
pool would provide more usage availability for public vs. competition use.
Bleachers
A new spectator area will be installed for competition
events and parent seating during swim lessons.
Lawn “Zoo” Area
Within the aquatic facility, a lawn area will be used for kid’s play as well as a waiting area during competitions.
Waterplay Feature
A water slide, or play structure can improve the use of the aquatic facility by bringing in additional users.
Sport Courts
A sport court area for activities like pickleball was
recommended by the community as a new amenity for
Grape Day Park. The courts would need to be fenced
and located in an area that would limit noise and
visibility obstructions. Based on the prioritization of open green space for special events and performance
usage, as well as unstructured recreation play,
permanent sport courts are not recommended for this
park. Acknowledging the identified community need,
sport courts are recommended to be added to other
nearby parks within Escondido. The final location
of the sport courts may be deferred to future park
improvement projects, and/or grant and other funding
opportunities that may arise in the future.
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
180
Item10.
GRAPE DAY PARK MASTER PLAN
5049
4.0 | recommendations for park improvements
4.3 PARK SAFETY
Crime Prevention Through Environmental Design
(CPTED) is a multi-disciplinary approach to crime
prevention that uses urban and architectural design,
and the built and natural environments. These concepts
were an important part of the assessment of safety as
existing and new amenities were considered. During the design phase, more specific consideration of CPTED will occur.
CPTED OBJECTIvE APPROACH DESIGN SOLUTION
Natural Surveillance Increase visibility.
Encourage more “eyes”
on the park.
• Minimize visual obstructions along perimeter (use
low plants, open fencing, few furnishings);
• Sustain clear lines of sight to primary assets (open
playground system, open plaza layout); and
• Lighting of park amenities, pathways and building
perimeters.
Natural Access
Control
Define access points.
Identify where people
belong and where not to
be.
• Partially frame the park with a low buffer planting;
• Establish defined entry points aligned to paved
pathways with paving to match the materials and
colors from Maple Street Plaza; and
• Use hedging and planting material to form natural
barriers and encourage travel along pathways.
Territorial
Reinforcement
Make it clear that
property is owned and
cared for.
• Park signage to identify Park Rules and the City of
Escondido as the operator;
• Design to support efficient and regular maintenance;
and
• Select amenities that are attractive and highly
reliable.
Activity Support Support continuous
activation.
• Include amenities to regularly draw users of all ages; and
• Design and program spaces to encourage
community-led activation.
Maintenance Sustain site in “like new”
condition, regularly repair
& preserve.
• Design to City’s Standards with commercially
available equipment and furnishings, and vendor
warranties.
The Master Plan Update calls for the following approaches during the design phase to enhance safety:
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
181
Item10.
GRAPE DAY PARK MASTER PLAN
5251
4.0 | recommendations for park improvements
FIGURE 13 | SITE ZONE AREAS
GREAT GREEN
HISTORIC PLAY
ARTS
AQUATICS
CIVIC
N. Broadway
Woodward Ave.
PARKING
BOYS AND
GIRLS CLUB ZONE AREAS
Defining the park into zoned locations supports increased wayfinding and future programming.
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
182
Item10.
GRAPE DAY PARK MASTER PLAN
5453
4.0 | recommendations for park improvements
GRAPE DAY PARK MASTER PLAN
FIGURE 14 | PRELIMINARY WAYFINDING CONCEPT
PRELIMINARY WAYFINDING CONCEPT
Initial draft of signage elements within the Grape Day
Campus. This concept was presented during the third
workshop for public feedback. Following the workshop
final locations of signage elements are proposed in the Master Plan.
Enhanced
Crosswalk
Enhanced
Crosswalk
Enhanced
Crosswalk
Enhanced
Crosswalk
Enhanced
Pedestrian
Walk
Enhanced
Pedestrian
Bridge &
ADA Walk
Gateway &
Wayfinding
Wayfinding
Wayfinding
Wayfinding
Wayfinding
Wayfinding
WayfindingWayfinding
Gateway &
Wayfinding
Gateway &
Wayfinding
Gateway &
Wayfinding
Gateway &
Wayfinding
Enhanced
Crosswalk
Enhanced
Crosswalk
N. Broadway
Woodward Ave.
Gateway &
Wayfinding
Pickleball Court,
Basketball Court
& Fitness Plaza
Picnic Areas
Under Shade
Trees
Dog
Park
2-5 Yr
Playground
Picnic Areas
Under Shade
Trees
Enhanced
Walks To
Match Maple
Street
Temporary
Shade Structure
Over Stage
Heritage
Walk
Heritage
Walk Entry
Plaza
N. Broadway
Woodward Ave.
DRAFT PARK PROGRAM
Initial draft of program elements and amenities to be
incorporated at edges of the park to conserve as much
continued open lawn areas for events as possible.
Following the third workshop feedback, programs were
adjusted to match the response and overall park design
intent.
FIGURE 15 | DRAFT PARK PROGRAM
GRAPE DAY PARK MASTER PLAN
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
183
Item10.
GRAPE DAY PARK MASTER PLAN
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4.0 | recommendations for park improvements
Broadway Ave.
Escondido Blvd.
W. Valley Pkwy.
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE MASTER PLANNING
20 10 0 40
1"-0" = 20'
Developed for
Job Number
Date Published
Checked By
Scale
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE PLANNING
949-261-1001 Office
949-260-1190 Fax
LPADesignStudios.com
01/18/2023
5301 California Avenue, Suite 100
Irvine, California 92617
This document and all other project documents, ideas,
aesthetics and designs incorporated therein are instruments of service. All project documents are copyright protected, are the property of LPA, Inc. (LPA) and cannot be lawfully used in whole or in part for any project or purpose except as set forth in the contractual agreement between LPA and its Client. The unauthorized disclosure and/or use of the
project documents (including the creation of derivative works), may give rise to liability for copyright infringement, unlawful disclosure, use or misappropriation of property rights held by LPA. The unauthorized use of the project documents will give rise to the recovery of monetary losses and damages including attorney fees and costs for which the unauthorized user will be held liable.
Project documents describe the design intent of the work and are not a representation of as-built or existing
conditions. LPA is not responsible for any discrepancies between the project documents and the existing conditions. • •• • • •••• • ••••••••••••
ESCONDIDO AQUATIC CENTER
OPTION 3
131 Woodward Ave.
Escondido, CA 92025
City of Escondido
30825.01
3517 0 70
20 10 0
40 1"-0" = 20'
Developed for
Job Number
Date Published
Checked By
Scale
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE PLANNING
949-261-1001 Office
949-260-1190 Fax
LPADesignStudios.com
01/18/2023
5301 California Avenue, Suite 100
Irvine, California 92617
This document and all other project documents, ideas,
aesthetics and designs incorporated therein are instruments of service. All project documents are copyright protected, are the property of LPA, Inc. (LPA) and cannot be lawfully used in whole or in part for any project or purpose except as set forth in the contractual agreement between LPA and its Client. The unauthorized disclosure and/or use of the
project documents (including the creation of derivative works), may give rise to liability for copyright infringement, unlawful disclosure, use or misappropriation of property rights held by LPA. The unauthorized use of the project documents will give rise to the recovery of monetary losses and damages including attorney fees and costs for which the unauthorized user will be held liable.
Project documents describe the design intent of the work and are not a representation of as-built or existing
conditions. LPA is not responsible for any discrepancies between the project documents and the existing conditions. • •• • • •••• • ••••••••••••
ESCONDIDO AQUATIC CENTER
OPTION 3
131 Woodward Ave.
Escondido, CA 92025
City of Escondido
30825.01
Grape Day Park Master Plan
Competition Pool
Picnic Area
Traffic Calming Enhanced Street Paving
Existing Bicycle Lane (Class I)
Gateway Entry
Pedestrian Walkways with Maple Street Paving Accents and Security Lighting Decomposed Granite Paving
Heritage Walk with Memorials
Concrete Stage
Lawn “Zoo”
Waterplay Feature
“Creekwalk” Pathway
Pool Building
Bleachers
ADA Walk to Grape Day Park
Children’s Play Area (2-5yr)
Historic Plaza
Tree Grove
Maintenance/Service Entry
Heritage Walk Entry Monument
Bicycle Parking
Placemaking Improvements to Match Maple Street
Existing Memorials
Food Truck Pads
Restroom Building
Embellished Decorative Fencing
Buffer Landscape
Recreation Pool
05.08.2023
1 1
2 3
4 5
6 7
8 9
10 11
12 13
14 15
16 10 16
18 19
15 2
4 4
6 8
11 3 8
7 21
31 17
19 12
1 3 8
921
13 14
19 15
5 19
17 18
21 28
28 19
20 21
22 23
17 24
25 26
27 28
29 30
31 5
6 6
LEGEND
29 EV Parking
Wayfinding Signage
Children’s Play Area (5-12 yr) Items not identified on plans:
• Landscape and Irrigation Improvements
• Drainage and Water Management
• Improved Electrical Services
• Improved Educational Signage
Future Connection to
Washington Avenue
23 27
22 25
24 26
30 30
30 20
20 Woodward Ave.
Escondido Creek
Train
Depot
Lawn
Area
Boys and
Girls Club
CCAE
Art Studios
CCAE
MuseumCCAE
Concert
Hall
Existing Parking
New Parking
New Parking
CCAE
Theater
CCAE
Conference
Center
Escondido
CIty Hall
existing
parking lot
existing
parking lot
existing
parking lot
existing
parking lot
Great
Green
FIGURE 16 | GRAPE DAY PARK MASTER PLAN
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
184
Item10.
GRAPE DAY PARK MASTER PLAN
5757
5. 0 IMPLEMENTATION
5 .1 P riorities and Phasing
5 .2 C ost Impacts
Resolution No. 2023-41
Exhibit "A"
185
Item10.
GRAPE DAY PARK MASTER PLAN
6059
5.0 | implementation
5.1 PRIORITIES AND PHASING
A good park plan establishes a development plan to the
site’s highest potential. Available budget and economic pressures may require that the park’s design be phased
or strategically reduced in order to deliver a functional park space.
The following phasing plan is only recommended
if financial resources are limited and can be
re-ordered by City Council as priorities change.
Ongoing
• Park maintenance; and
• Park activity with programming.
Phase I
• New aquatics facility;
• Demolition of existing restroom;
• Maintenance entry;
• Children’s playground area (2-5yr); and
• ADA walkway to Grape Day Park.
Phase II
• Heritage walk and entry gateways;
• Decomposed granite courtyard;
• Pedestrian walkways with lighting;
• Veterans memorial improvements;
• Picnic tables;
• Traffic calming enhanced street paving along Valley;
• New irrigation, drainage and sod for turf areas; and
• Landscaping buffer planting along North Broadway
(groundcovers, shrubs, and under-story plantings).
Phase III
• Concrete walkways adjacent to the Train Car and on
the north side of the Escondido Creek
• Sport courts
• Escondido Creek Fencing
• Remaining enhanced landscaping areas
(groundcovers, shrubs and under-story plantings)
• Traffic calming enhanced street paving along
Broadway and Escondido Blvd.
5.2 COST IMPACTS
The costs of development of the proposed park
improvements are based on current rates and prices.
As specific improvement areas are determined by the
City to be implemented, a more thorough cost analysis
and due diligence should be performed. Appendix C
provides both a summary of the costs for each of the
proposed development recommendations as well as
itemized costs for each area of recommendation.
5.0 IMPLEMENTATION
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
186
Item10.
GRAPE DAY PARK MASTER PLAN
62 bibliography
61 Grape Day Park Master Plan Draft, January 2015
Escondido General Plan, December 12, 2012
Downtown Specific Plan, August 7, 2013
Escondido Bicycle Master Plan, October 17, 2012
Escondido Creek Trail Master Plan Report, January 10,
2012
Revealing Escondido Creek Vision Plan, Spring 2010
The Escondido Creek Conservancy’s Grape Day Park in
the Park Proposal, Youtube presentation June 3, 2021;
Maple Street Pedestrian Corridor Master Plan & Maple
Street Pedestrian Plaza, May 5, 2010
BIBLIOGRAPHY
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
187
Item10.
GRAPE DAY PARK MASTER PLAN
6463
APPENDIX
0 0.5 1 1.5 2 2.5 3 3.5
Barn and Windmill
Pedestrian Bicycle Bridge
Veterans Memorial / Flag
Veterans Memorial / Wall of Courage
Citrus Trees and Sculpture Garden
Art Elements - Murals
Art Elements - Sculptures
Historical Tree Stump
Seating Options
Food Truck / Vendor Zone
Escondido History Center
Blacksmith
Train Depot and Plaza
Entry Monumentation
Playground and Dry Stream Bed
Restroom
Educational / Interpretive Elements
Open Lawn Areas
Bike Trail
Victorian House and Water Tank
"Vinehenge" Play Structure
Escondido Creek
Master Plan - Existing Programs
Series1 Series2
Image Board Priorities
APPENDIX A: OUTREACH FEEDBACK
COMMUNITY WORKSHOP #2 RESULTS
Number of Votes
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
188
Item10.
GRAPE DAY PARK MASTER PLAN
6665
APPENDIX
0 1 2 3 4 5 6
Multipurpose Room
Concession Area for Prepackaged Food
Water Polo
Water Aerobics
Paddleboard Yoga
Birthday Parties
Zoo/Swimmers Area
Warm up Pool / Swim Lessons
Beach Entry
Waterslide
Spectator Seating
Competition Style Pool
Diving
Lap Swim
Water Safety/Red Cross Lessons
Interactive Play (Structure)
Splash Pad
Shade Canopy
Recreation Pool
Aquatics
Series1 Series2
Image Board Priorities
COMMUNITY WORKSHOP #2 RESULTS CONTINUED
Number of Votes
Number of Votes
0 1 2 3 4 5 6 7
Decomposed Granite "Street"
Relocated Women's Club Building
Railroad track Paving Patterns
Educational / Interpretive Signage
Enhancement of Veterans Memorials
Train Depot Plaza with Boardwalk Paving
Heritage Walk with Memorials
Restoration of Historic Planter
Demonstration Gardens
Info Kiosk/Historical and Wayfinding Signage
Walks to Match Maple Ave Street
Master Plan - Historical / Interpretive Program
Series1 Series2
COMMUNITY WORKSHOP #2 RESULTS CONTINUED
Image Board Priorities
Number of Votes
0 1 2 3 4 5 6
Remove Pepper Trees Along Broadway
Colored Banners on CCAE
Giant Chess Board in Paving
Traffic Calming/Landscaped Medians
Trellis Structure with Climbing Vines
Elevated Stage
Embellished Decorative Fencing
Interactive Ground Level Water Fountains
Open Lawn for Stage/Event Seating
Additional Lighting/Security Cameras
Traffic Calming/Enhanced Street Paving
Crossing with Traffic Signal
Picnic Shelters
Improve Poor Drainage/Upgrade Irrigation
Master Plan - Passive Programming
Series1 Series2
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
189
Item10.
GRAPE DAY PARK MASTER PLAN
6867
APPENDIX
FOCUS GROUP 1 RESULTS - GRAPE DAY EXPERIENCE FOCUS GROUP 2 RESULTS - ECONOMIC, TOURISM & SPECIAL EVENTS
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
190
Item10.
GRAPE DAY PARK MASTER PLAN
7069
APPENDIX
FOCUS GROUP 3 RESULTS - AQUATICS, MAINTENANCE AND OPERATIONS FOCUS GROUP 4 RESULTS - EUHSD FOCUS GROUP 5 RESULTS - CHARTER SCHOOLS
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
191
Item10.
GRAPE DAY PARK MASTER PLAN
7271
APPENDIX
COMMUNITY WORKSHOP #3
POST IT NOTE COMMENTS:
• More lighting getting from parking to park
• Walkway from major parking lot to
pedestrian bridge is uninviting and insecure
in late day.
• Signage
• CCAE path
• More seating, benches - do not use
Maple Street Plaza furnishings (very
uncomfortable)
• Add walkway between pedestrian bridges
• Add info about or artwork about the creek
• More walkways across flood channel
• Beautify pedestrian bridges at channel
• Have a toddler park separate from older
kids (Felicita park example)
• More shade trees
• Shade over play structure or increase tree
canopy
• Splashpad available to public
• Love wayfinding signage
• Love enhanced crosswalks
• Do a focus group with Escondido Rotary RE
our obelisk
• Add additional bathrooms for events - they
are not sufficient
• Circulation needs to be continuous around
perimeter of park.
• Pedestrian bridge at Valley
• Add panic buttons in park
• Restroom is too far from playground
• Too many pathways, keep park more
natural
• Rubber play surfacing
• Free splashpad by play area
• Locate active programs near aquatics
• Consider fold out stage, preserve park
space
• Dog park seems too small, not the right
location
• No dog park
• Need administration and storage for
history center
• Monitoring program needed
• Need pickleball courts
COMMUNITY WORKSHOP #3 CONTINUED
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
192
Item10.
GRAPE DAY PARK MASTER PLAN
7473
APPENDIX
SMS SURVEY RESULTS
SMS SURVEY RESULTS CONTINUED
k
other responses:
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
193
Item10.
GRAPE DAY PARK MASTER PLAN
7675
APPENDIX
SMS SURVEY RESULTS CONTINUED
SMS SURVEY RESULTS CONTINUED
other responses:other responses:
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
194
Item10.
GRAPE DAY PARK MASTER PLAN
7877
APPENDIX
SMS SURVEY RESULTS CONTINUED
CITY OF ESCONDIDO SURVEY
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
195
Item10.
GRAPE DAY PARK MASTER PLAN
8079
APPENDIX
CITY OF ESCONDIDO SURVEY
CITY OF ESCONDIDO SURVEY
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
196
Item10.
GRAPE DAY PARK MASTER PLAN
8281
APPENDIX
CITY OF ESCONDIDO SURVEY
CITY OF ESCONDIDO SURVEY
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
197
Item10.
GRAPE DAY PARK MASTER PLAN
8483
APPENDIX
CITY OF ESCONDIDO SURVEY
CITY OF ESCONDIDO SURVEY
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
198
Item10.
GRAPE DAY PARK MASTER PLAN
8685
APPENDIX
Broadway Ave
Escondido Blvd.
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE MASTER PLANNING
20 10 0 40
1"-0" = 20'
Developed for
Job Number
Date Published
Checked By
Scale
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE PLANNING
949-261-1001 Office
949-260-1190 Fax
LPADesignStudios.com
01/18/2023
5301 California Avenue, Suite 100
Irvine, California 92617
This document and all other project documents, ideas,
aesthetics and designs incorporated therein are instruments of service. All project documents are copyright protected, are the property of LPA, Inc. (LPA) and cannot be lawfully used in whole or in part for any project or purpose except as set forth in the contractual agreement between LPA and its Client. The unauthorized disclosure and/or use of the
project documents (including the creation of derivative works), may give rise to liability for copyright infringement, unlawful disclosure, use or misappropriation of property rights held by LPA. The unauthorized use of the project documents will give rise to the recovery of monetary losses and damages including attorney fees and costs for which the unauthorized user will be held liable.
Project documents describe the design intent of the work and are not a representation of as-built or existing
conditions. LPA is not responsible for any discrepancies between the project documents and the existing conditions. • •• • • •••• • ••••••••••••
ESCONDIDO AQUATIC CENTER
OPTION 3
131 Woodward Ave.
Escondido, CA 92025
City of Escondido
30825.01
3517 0 70
20 10 0
40 1"-0" = 20'
Developed for
Job Number
Date Published
Checked By
Scale
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE PLANNING
949-261-1001 Office
949-260-1190 Fax
LPADesignStudios.com
01/18/2023
5301 California Avenue, Suite 100
Irvine, California 92617
This document and all other project documents, ideas,
aesthetics and designs incorporated therein are instruments of service. All project documents are copyright protected, are the property of LPA, Inc. (LPA) and cannot be lawfully used in whole or in part for any project or purpose except as set forth in the contractual agreement between LPA and its Client. The unauthorized disclosure and/or use of the
project documents (including the creation of derivative works), may give rise to liability for copyright infringement, unlawful disclosure, use or misappropriation of property rights held by LPA. The unauthorized use of the project documents will give rise to the recovery of monetary losses and damages including attorney fees and costs for which the unauthorized user will be held liable.
Project documents describe the design intent of the work and are not a representation of as-built or existing
conditions. LPA is not responsible for any discrepancies between the project documents and the existing conditions. • •• • • •••• • ••••••••••••
ESCONDIDO AQUATIC CENTER
OPTION 3
131 Woodward Ave.
Escondido, CA 92025
City of Escondido
30825.01
Draft Grape Day Park Master Plan
Woodward Ave.
Escondido Creek
Train
Depot
Lawn
Area
Boys and
Girls Club
CCAE
Art Studios
CCAE
MuseumCCAE
Concert
Hall
Existing Parking
New Parking
New Parking
CCAE
Theater
CCAE
Conference
Center
Escondido
CIty Hall
existing
parking lot
existing
parking lot
existing
parking lot
existing
parking lot
Great
Green
Broadway Ave
Escondido Blvd.
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE MASTER PLANNING
20 10 0 40
1"-0" = 20'
Developed for
Job Number
Date Published
Checked By
Scale
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE PLANNING
949-261-1001 Office
949-260-1190 Fax
LPADesignStudios.com
01/18/2023
5301 California Avenue, Suite 100
Irvine, California 92617
This document and all other project documents, ideas,
aesthetics and designs incorporated therein are instruments of service. All project documents are copyright protected, are the property of LPA, Inc. (LPA) and cannot be lawfully used in whole or in part for any project or purpose except as set forth in the contractual agreement between LPA and its Client. The unauthorized disclosure and/or use of the
project documents (including the creation of derivative works), may give rise to liability for copyright infringement, unlawful disclosure, use or misappropriation of property rights held by LPA. The unauthorized use of the project documents will give rise to the recovery of monetary losses and damages including attorney fees and costs for which the unauthorized user will be held liable.
Project documents describe the design intent of the work and are not a representation of as-built or existing
conditions. LPA is not responsible for any discrepancies between the project documents and the existing conditions. • •• • • •••• • ••••••••••••
ESCONDIDO AQUATIC CENTER
OPTION 3
131 Woodward Ave.
Escondido, CA 92025
City of Escondido
30825.01
3517 0 70
20 10 0
40 1"-0" = 20'
Developed for
Job Number
Date Published
Checked By
Scale
ARCHITECTURE ENGINEERING INTERIORS
LANDSCAPE ARCHITECTURE PLANNING
949-261-1001 Office
949-260-1190 Fax
LPADesignStudios.com
01/18/2023
5301 California Avenue, Suite 100
Irvine, California 92617
This document and all other project documents, ideas,
aesthetics and designs incorporated therein are instruments of service. All project documents are copyright protected, are the property of LPA, Inc. (LPA) and cannot be lawfully used in whole or in part for any project or purpose except as set forth in the contractual agreement between LPA and its Client. The unauthorized disclosure and/or use of the
project documents (including the creation of derivative works), may give rise to liability for copyright infringement, unlawful disclosure, use or misappropriation of property rights held by LPA. The unauthorized use of the project documents will give rise to the recovery of monetary losses and damages including attorney fees and costs for which the unauthorized user will be held liable.
Project documents describe the design intent of the work and are not a representation of as-built or existing
conditions. LPA is not responsible for any discrepancies between the project documents and the existing conditions. • •• • • •••• • ••••••••••••
ESCONDIDO AQUATIC CENTER
OPTION 3
131 Woodward Ave.
Escondido, CA 92025
City of Escondido
30825.01
Draft Grape Day Park Master Plan
Woodward Ave.
Escondido Creek
Train
Depot
Lawn
Area
Boys and
Girls Club
CCAE
Art Studios
CCAE
MuseumCCAE
Concert
Hall
Existing Parking
New Parking
New Parking
CCAE
Theater
CCAE
Conference
Center
Escondido
CIty Hall
existing
parking lot
existing
parking lot
existing
parking lot
existing
parking lot
Great
Green
FIGURE B1 | SPLASHPAD OPTION 1
FIGURE B3 | SPLASHPAD OPTION 3
FIGURE B2 | SPLASHPAD OPTION 2
APPENDIX B: SPLASHPAD ALTERNATIVES
SPLASHPAD ALTERNATIVES
As of 2023, at a minimum, current County Department
of Health codes require restrooms be located within
300’ of a splashpad, restroom fixture counts in
accordance with meeting the size of the splashpad,
and vehicle access to the mechanical room servicing
the area at a minimum. In the 2015 Plan, the splashpad
was located south of the existing playground. Given
the in-progress project to relocate the park restrooms
to a more central location and demolish the aged and
non-compliant facility, this splashpad location would
not comply with current health code requirements. The
project design team studied two different locations
within the Grape Day Campus. The first location would
be directly adjacent to the new aquatic facility. See
figure B1.
PROS:
• Mechanical rooms for pool and splashpad could
be co-located for easier maintenance; and
• This location would have the benefit of using the
same restroom as the pool facility and could be
sized to meet code at no additional cost.
• Adjacent parking
CONS:
• Splashpad would likely require a fee;
• Larger pool building or separate restroom
building that has restroom access outside of the
pool enclosure; and
• Safety concerns with parking lot adjacency
between playground and splashpad.
The second location option is within Grape Day Park
near the new restroom building. See figure B2.
PROS:
• Proximity to the new restroom building; and
• Located along the vehicular access route for
easy maintenance.
CONS:
• Location would be central in the park, creating a
larger barrier in the Great Green lawn area;
• Memorials would likely need to be relocated; and
• No adjacent parking.
As a third alternative, a location at a different park was suggested. The design team reviewed Grove Park for
the inclusion of a splashpad. Grove Park was chosen
as one of the nearby public parks that could support a
splashpad with minimal upgrades due to the existing
infrastructure. See figure B3.
PROS:
• Existing restroom building;
• Located at an accessible intersection;
• Existing adjacent parking;
• Splashpad can be located to provide easy
vehicular access for maintenance;
• Would be freely accessible to the public; and
• Would distribute water accessibility to more
areas around the City.
CONS:
• A new shower would need to be installed; and
• Size of the splashpad is limited to the existing
restroom fixtures.
The City along with the design team concluded that a
location at an existing park that contained restroom
facilities would be more appropriate for a splashpad.
Further analysis of existing parks and amenities should be reviewed for a splashpad site selection.
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
199
Item10.
GRAPE DAY PARK MASTER PLAN
8887
APPENDIX
APPENDIX C: MASTER PLAN UPDATE COSTS
Conceptual Level Cost Estimate
The Rough Order of Magnitude (ROM) construction cost
estimates on the following pages provide a high-level
estimate of the future construction costs. Due to the
large dollar value of the improvements suggested by
the Master Plan, the project has been broken into three distinct phases that can be implemented over the next
twenty years. If funding becomes available sooner, it is recommended the City accelerate the construction to
avoid the escalation of future construction costs.
Construction Escalation
Over time, construction costs have been shown to
accelerate at percentages that generally follow inflation and the diminishing value of the purchasing power of
the dollar. This rate has been at or around an average of 3% to 4% per year over the past 15 years, however in the past three years the rate has accelerated to as high as
13.9% in 2021. National economic recessions can have
a brief negative dip, but usually the economy recovers
quickly and then the acceleration cycle repeats. See the chart below to understand the recent history.
The estimates provided in this report include escalation allowances, but these allowances are essentially a
guess as to which direction the construction market
may be headed in the future. As the accompanying
chart shows, the recent rapid acceleration greatly
outpaced the historic 3 to 4% average. Therefore, it is the recommendation of this Master Plan that updates
to the cost estimates be provided every three to five
years as the phasing plan extends into the future, so the City has updated cost estimates to utilize in its Capital Improvement Plan and Budget.
FIGURE C1 | HISTORIC ESCALATION
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
200
Item10.
GRAPE DAY PARK MASTER PLAN
90 APPENDIX
89 Prepared for LPA Design Studios
City of Escondido
April 7, 2023
Escondido, CA
ROM Cost Estimate, R1
Grape Day Park Masterplan
Project Costs
It is important to consider all the costs associated with completing a large scale project. Project costs include hard construction costs as well as soft costs. Hard costs can be described as items typically paid for through
a construction contract, such as earthwork, utilities,
concrete foundations and walkways, vertical (building)
construction costs and site improvement cost such as
irrigation, drainage and landscaping. A professional
construction cost estimator usually includes markups
for general conditions, overhead and profit, bonds and
insurance as well as contingencies for escalation, but
not soft costs.
Soft costs typically include items such as surveying,
geotechnical engineering, permitting fees, design fees, environmental consulting fees to comply with California Environmental Quality Act (CEQA) requirements,
city administrative costs, testing and inspection and
construction management services. These costs
can vary widely depending upon the complexity of
the project, so typically a range of 25% to 35% of the
project costs is attributed to soft costs.
The project phases have been assigned an
approximate range of construction years to assist
in identifying cost including escalation over time.
Project timing is subject to change and can be
re-ordered by the City Council as priorities change.
Grape Day Park Project Costs By Phase
Phase I (approximately 0 to 3 years or 2023 to 2026)
Estimated hard costs: $ 18,700,000
Estimated soft costs: $ 9,400,000
Estimated project cost: $2 8,100,000
Phase II (approximately 4 to 8 years or 2026 to 2031)
Estimated hard costs: $ 3,400,000
Estimated soft costs: $ 1,700,000
Estimated project cost: $ 5,100,000
Phase III (approximately 9 to 20 years or 2031 to 2043) Estimated hard costs: $ 3,700,000
Estimated soft costs: $ 1,900,000
Estimated project cost: $ 5,600,000
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
201
Item10.
GRAPE DAY PARK MASTER PLAN
9291
APPENDIX
City of Escondido
Grape Day Park Masterplan
Escondido, CA
ROM Cost Estimate, R1 04/07/23
Base Scope Elements Total
PHASE 1: 0-3 YEARS
NEW AQUATICS FACILITY (USED OPTION C AS BASELINE) $16,440,574 DEMOLITION OF EXISTING RESTROOM $10,200
CONCRETE MAINTENANCE ENTRY $72,800
CHILDREN'S PLAY AREA (2-5 YEARS OLD $104,000
ADA WALKWAY TO GRAPE DAY PARK $46,800
Subtotal $16,674,374
Escalation to MOC, 10/11/24 12.49% $2,082,220
TOTAL ESTIMATED BASE SCOPE CONSTRUCTION COST - PHASE 1 $18,756,594 PHASE 2: 4-7 YEARS
HERITAGE WALK , PLAZA AND ENTRY GATEWAYS $498,250
DG COURTYARD $20,800
PEDESTRIAN WALKWAYS & GENERAL PARK IMPROVEMENTS (100,000SF) $520,000 VETERANS MEMORIAL RENOVATIONS $200,000
PICNIC TABLES, ALLOWANCE $180,000
TRAFFIC CALMING ENHANCED STREET PAVING (11,100SF) $721,500 NEW IRRIGATION / DRAINAGE RENOVATIONS (100,000SF) $325,000 PLANTING BUFFER ALONG BROADWAY $48,750
Subtotal $2,514,300
Escalation to MOC, 03/15/28 34.49% $867,120
TOTAL ESTIMATED BASE SCOPE CONSTRUCTION COST - PHASE 2 $3,381,420 PHASE 3: 8-20 YEARS
TRAIN DEPOT CONCRETE WALKWAYS (3,000SF) $90,000
HARD SPORT COURTS $1,125,000
DECORATIVE FENCING ALONG ESCONDIDO CREEK $72,000
LANDSCAPE IMPROVEMENTS / DEMONSTRATION GARDENS $56,000
ESCONDIDO BLVD. & BROADWAY AVE. TRAFFIC CALMING AND ENHANCED STREET PAVING (12,750SF) $828,750
Subtotal $2,171,750
Escalation to MOC, 03/15/38 69.49% $1,509,096
TOTAL ESTIMATED BASE SCOPE CONSTRUCTION COST - PHASE 3 $3,680,846 TOTAL ESTIMATED CONSTRUCTION COST - PHASE 1, 2 AND 3 $25,818,860
CONSTRUCTION COST SUMMARY
Sheet 3 of 3
City of Escondido
Grape Day Park Masterplan
Escondido, CA
ROM Cost Estimate, R1 April 7, 2023
BASIS OF ESTIMATE
ESTIMATE MARK UPS
The following markups are included in this estimate:
1) General Conditions
2) Overhead and Profit (OH&P)
3) Bonds & Insurance
4) Design Contingency
5a) Escalation to MOC, 10/11/24 12.49% Phase 1
5b) Escalation to MOC, 03/15/28 34.49% Phase 2
5c) Escalation to MOC, 03/15/38 69.49% Phase 3
EXCLUSIONS
The following items are excluded from this estimate.
1)
2)
3)
4)
5)
6)
7) Soft costs.
9)
10)
11)
ITEMS AFFECTING COST ESTIMATE
Items that may change the estimated construction cost may include but are not limited to the following:
1) Unforeseen building condition.
2)
3) Sole source procurement.
4) Any changes or delay from the projected construction schedule.
CLARIFICATIONS
1)
2)
3)
4)
Escalation beyond midpoint of construction.
Off-site work
This estimate assumes the use of prevailing wages.
INTRODUCTION
This cost estimate is based upon undated Conceptual drawings and programs prepared by LPA design group along with verbal and written guidance from the design team.
Professional fees, inspections and testing.
Construction/Owner's contingency costs.
Construction management fees.
This estimate is based on the assumption of a competitive bid environment by a minimum of four at the General Contractor and the Subcontractor level.
Plan check fees and building permit fees.
FF and E, unless specifically referenced in this estimate.
Any changes to the scope of work not contained in this report. We recommend updating the estimate to capture the value of any changes.
The prequalification process for General Contractor and Subcontractor has not been included in this estimate. If prequalification will be implemented, it will have a significant cost impact on the project.
Night time and weekends work.
Accelerated construction schedule.
This estimate assumes design - bid - build procurement method.
Sheet 2 of 3
GRAPE DAY PARK MASTER PLAN
Resolution No. 2023-41
Exhibit "A"
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Resolution No. 2023-41 EXHIBIT “B”
GRAPE DAY PARK MASTER PLAN
FINDINGS OF FACT
Planning Case No. PL23-0116
Environmental Determination:
1. Pursuant to the California Environmental Quality Act (Public Resources Code section 21000 et. seq.) (“CEQA”), and its implementing regulations (14 C.C.R. § 15000 et seq.) (“CEQA Guidelines”), the City of Escondido (“City”) is the Lead Agency for the project (“Project”), as the public agency with the principal responsibility for approving the Project.
2. The Project qualifies for an exemption from further environmental review pursuant to CEQA Guidelines section 15301 (Existing Facilities); section 15302 (Replacement or Reconstruction; and section 15303 (New Construction or Conversion of Small Structures). The proposed Project meets all applicable conditions, as further described below:
a. The Project is consistent with the applicable Specific Plan Area land use designation and the Downtown Specific Plan Park View District . The subject parcel is located in a developed ar ea of the city where all necessary public services and facilities are available on site and the surrounding area is not environmentally sensitive. The Project thus adheres to the criteria of CEQA Guidelines section 15301 (Existing Facilities). The Project proposes new elements to the Grape Day Park Master Plan that include the replacement or reconstruction of existing structures and facilities where the new structure will be located on the same site as the structure replaced and will have substantially the same purpose and capacity as the structure replaced. The Project thus adheres to the criteria of CEQA Guidelines section 15302 (Replacement or Reconstruction). The Project also proposes new elements that include small structures and features that are acces sory to the use of the park. The Project thus adheres to the criteria of CEQA Guidelines section 15303 (New Construction or Conversion of Small Structures).
3. The Planning Commission has independently considered the full administrative record before it, which includes, but is not limited to, the April 11, 2023, Planning Commission staff report; testimony by staff and the public; and other materials and evidence submitted or provided to it. The administrative record demonstrates that each of the above requir ements have been satisfied. No substantial evidence has been submitted that would support a finding that any of the above-described exemption requirements ha ve not been satisfied. The Project will not have a significant effect on the environment, and all of the requirements of CEQA have been met.
Resolution No. 2023-41
Exhibit "B"
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Master Plan:
1. A Master Plan previously was developed in 2015 for Grape Day Park, which included an alternative option for the James A. Stone swimming pool. The 2015 Master Plan was never finalized.
2. The proposed updates to the Master Plan gather feedback from the community and adjust its goals to meet the current needs of the community.
Updating the Master Plan would not cause a deterioration of bordering land uses or create special problems for the area. The Grape Day Park is an existing park located within the Park View District of the Downtown Specific Plan, a designation that is intended to provide visual and physical linkage to Grape Day Park as well as the facilities and features adjacent to th e City Hall complex and the California Center for the Arts, Escondido . The Master Plan responds to this inten t through its treatment of the visual and physical links from Grape Day Park to the surrounding retail and residential areas.
3. Proposed modifications to the Master Plan have been considered in the context of the Downtown Specific Plan. The proposed Project would not result in any negative impacts to the surrounding area because the subject site is currently a park and the new elements to the Master Plan remain consistent with its current use. The Project retains compatibility with the surrounding neighborhood and would not result in any adverse noise issues to surrounding uses.
4. The proposal is exempt from the requirements of the California Environmental Quality Act (CEQA) in conformance with section 15301 (Existing Facilities); section 15302 (Replacement or Reconstruction; and section 15303 (New Construction or Conversion of Small Structures) . In the Planning Commission’s opinion, the request does not have the potential for causing a significant effect on the environment. Therefore, all requirements of CEQA have been met, as detailed in the Environmental Determinations above.
Resolution No. 2023-41
Exhibit "B"
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STAFF REPORT
May 17, 2023
File Number 0120-10
SUBJECT
BOARD AND COMMISSION APPOINTMENTS
DEPARTMENT
City Clerk’s Office
RECOMMENDATION
Request the City Council consider and vote on the Mayor’s appointments to serve on the following Boards and Commissions:
Building and Advisory Appeals Board –
Historic Preservation Commission –
Library Board of Trustees –
Planning Commission –
Public Art Commission –
Transportation and Community Safety Commission –
Staff Recommendation: Approval (City Clerk’s Office: Zack Beck, City Clerk) Presenter: Mayor Dane White
PREVIOUS ACTION
On April 12, April 19 and May 10 , 2023 the City Council conducted interviews of candidates that applied to serve on the City’s Boards and Commissions.
BACKGROUND
All Board and Commission appointments will be for a term of two (2) years with the exception of the Library Board of Trustees, who serve three (3) year terms, and the Planning Commission for one (1) year, due to an unscheduled vacancy. In accordance with State law, the Mayor will nominate members for each Board or Commission and the City Council will vote to ratify those nominations. 205
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STAFF REPORT
May 17, 2023
File Number 0430-30
SUBJECT
FISCAL YEAR 2023/24 OPERATING BUDGET BRIEFING –
DEPARTMENT
Finance
RECOMMENDATION
Request the City Council provide direction regarding the Fiscal Year 2023/24 General Fund Operating Budget.
Staff Recommendation: Provide Direction (Finance Department: Christina Holmes, Director of Finance) Presenter: Christina Holmes
The Preliminary FY2023/24 Annual Operating Budget document can be viewed on the City’s website at:
https://www.escondido.org/budget-information
ANALYSIS
The City’s annual budget process begins around December each y ear with an update of the budgetary forecast and the General Fund Multi-Year Financial Plan. The financial forecast takes a look forward at the City’s General Fund revenues and expenditures. Its purpose is to identify financial trends, shortfalls, and potential issues so the City can proactively address them. It does so by projecting out into the future the fiscal results of continuing the City’s current service levels and policies, providing a snapshot of what the future will look like as a result of those policies.
Operating revenue has not kept pace with the growing costs of providing City services, and as a result the General Fund long-term financial plan has projected annual deficits creating a structural budget deficit .
To address this projected shortfall, the City has maintained a hardline on expenditures and staff are continuously seeking measures that ensure efficiency, while enhancing basic operations . Revenue - generating opportunities have also been explored that include an evaluation and update to the City’s fee schedule for specific services and the formation of the Services Community Facilities District. In addition to implementing cost saving measures and pursuing revenue -generating opportunities, since the Gr eat Recession, the City has controlled costs by annually deferring maintenance and capital project costs .
Despite all of these measures, and the City’s efforts to fund projects with grants and other sources of one- time funds, it has not been enough to meet growing costs and demand for services.
To address the predicted structural budget gap for the upcoming fiscal year, Departments were directed to submit their FY2023/24 General Fund operating budget at the same level as the prior year, FY2022/23, where possible. Once all revised General Fund budgets were submitted to the Finance Department, and 206
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a summary of projected revenue and expenditures was prepared, the General Fund operating budget projected a net operating deficit of $11.3 million:
FY2023/24
Proposed
Budget
Sources of Funds:
Operating Revenue $127,403,060
Transfer from Gas Tax Fund 2,055,000
Transfer from CFD No. 2020-1 (The Services) 290,900
TOTAL, Sources $129,748,960
Uses of Funds:
Operating Budget $140,550,900
Transfer to Reidy Creek Golf Course – Debt Service 364,300 Transfer to Successor Agency – Housing 25,000
Transfer to Vehicle Parking District 104,600
TOTAL, Uses $141,044,800
FY2023/24 General Fund Operating Deficit $(11,295,840)
In order to continue to provide core City services including Public Safety, Public Works, Community Services, and Development Services, Staff made the following adjustments to address the $11.3 million General Fund budget deficit.
CalPERS Normal Cost and Unfunded Accrued Liability Payments CalPERS expenses for FY2023/24 include a Normal Cost, based on a percentage of employee salaries, and the Unfunded Accrued Liability (UAL) payment, which is determined by CalPERS. The projected payments to CalPERS increased the General Fund deficit by $1,500,640. This is the result of an increase in the Normal Cost percentage, which will increase from 10.56% to 11.55% for the Miscellaneous Plan and from 20.52% to 22.84% for the Safety Plan.
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Below is a 5-year history of the Normal Cost rates by fiscal year.
The PERS Unfunded Accrued Liability (UAL) portion of PERS will decrease slightly from $14.4 million to $14.1 million for the Miscellaneous plan and the Safety Plan will increase from $10.9 million to $ 11.1 million.
Staff are recommending utilizing the Section 115 Pension Trust Fund for the increase in CalPERS costs, estimated at $1,500,640, for FY2023/24. In February 2018, City Council authorized the establishment of a Section 115 Irrevocable Pension Trust Fund. The Trust Fund is used to set aside and hold money to meet future pension liabilities and can be used to provide economic relief during recessionary cycles and/or rate increases that are significantly above anticipated projected employee rate increases. Funds plac ed in this Trust can also be used to offset the City’s “normal” CalPERS costs, such that if funds are necessary for other purposes, a certain amount of flexibility is present. Another benefit is that funds held in the Trust can be invested in the same man ner as funds in a typical pension fund rather than as part of the City’s General Fund, which means a potentially higher rate of return. On March 31, 2023, the Section 115 Pension Trust Fund had a balance of $31,248,583.
Fleet Services Fund
This fund was created to account for transactions related to the maintenance, operation, and replacement of the City's vehicles. To help alleviate budget shortages, available resources in the Fleet Fund have been used to balance prior year budgets. Since the Great Recession that began in FY2009/10, the Fleet Services Fund has minimized budgetary impacts to the General Fund by deferring purchases, reducing allocations, and using reserve balances.
11.28%
11.49%
11.04%
10.56%
11.55%
10.00%
10.20%
10.40%
10.60%
10.80%
11.00%
11.20%
11.40%
11.60%
11.80%
Miscellaneous Plan
20.63%
21.73%
21.23%
20.52%
22.84%
18.00%
19.00%
20.00%
21.00%
22.00%
23.00%
24.00%
Safety Plan
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As a result of underfunding the Fleet Fund and using reserve balances for many years, there have not been enough funds available to purchase and replace vehicles when needed so other methods have been used for certain purchases. This includes using Gas Tax funds, lease purchase agreements, and one-time funds from available end-of-year net surplus.
To address the General Fund FY2023/24 Budget Deficit, the Fleet Services Fund took two approaches:
reduce the number of vehicles that will be replaced in FY2023/24 and use resources from the available reserves.
In FY2023/24, the vehicle replacement schedule identified 87 vehicles that were due to be replaced based on the age of the current vehicles. To reduce the estimated expenses, vehicle replacements for the General Fund departments, except for Public Safety, were removed and will be deferred to future years.
The only vehicles that will be replaced in the upcoming fiscal year are for public safety, specifically the Police Department, and the Water and Wastewater funded purchases. A summary of the new proposed replacement schedule is shown in the table below. This resulted in General Fund savings of $1,148,800 for FY2023/24.
FY2023/24
Original
Replacement
Reduction -
Defer
Replacement
FY2023/24
Replacement
Schedule
Building $26,000 (26,000) $0
Code Compliance 53,000 (53,000) 0
Engineering 133,500 (133,500) 0
Fleet Services 113,000 (113,000) 0
Parks Maintenance 95,000 (95,000) 0
Police Department Administration 193,000 0 193,000
Police Department Operations 159,000 0 159,000
Police Department Patrol 1,751,700 0 1,751,700
Recreation 43,000 (43,000) 0
Risk Management 38,000 (38,000) 0
Street Maintenance 647,300 (647,300) 0
Total Estimated Cost $3,252,500 ($1,148,800) $2,103,700 Total Number of Vehicles 59 23 36
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FY2023/24
Original
Replacement
Reduction -
Defer
Replacement
FY2023/24
Replacement
Schedule
Water Operations $945,200 $0 $945,200
Water Canal 27,000 0 27,000
Lakes 64,630 0 64,630
Wastewater - Collections 178,500 0 178,500
Wastewater - HARRF 275,000 0 275,000
Environmental Programs 29,000 0 29,000
Outfitting Costs 80,000 0 80,000
Total Estimated Cost $1,519,330 $0 $1,599,330
Total Number of Vehicles 28 0 28
FY2023/24 Total Vehicle
Replacement Budget $4,771,830 ($1,148,800) $3,703,030
Total Number of Vehicles 87 23 28
The second measure taken to reduce the General Fund deficit is to use reserves of $3,610,070 from the Fleet Services available fund balance. The estimated fund balance as of June 30, 2023 for the Fleet Services Fund is $ 6,500,000. Using this budget methodology, the projected FY2023/24 available fund balance is reduced to $2,714,930:
June 30, 2023 Projected Fund Balance $6,500,000
Total Department Charges in FY2023/24 4,551,710
Budgeted Expenditures in FY2023/24 (8,336,780)
Projected Ending Fund Balance FY2023/24 $2,714,930
The use of reserve funds will reduce this balance in the Fleet Services Fund to $ 2.7 million. To maintain operations during the fiscal year, provide cash flow for annual purchases, and to cover vehicle replacement needs during a catastrophic event, the Fleet Services Fund should maintain an available fund balance of approximately $5.8 million. This will likely be adequate for vehicles such as sedans, pickup trucks and service body trucks. However, this strategy comes with considerable risk for essential services vehicles such as fire engines, ambulances, and police cars because it is taking at least 24 months (two years) to deliver these vehicles once ordered.
With future deficits projected in the General Fund, the City’s current vehicle replacement schedule and funding plan are not sustainable. City staff will be reviewing the current vehicle replacement strategy and will return to City Council with alternatives for addressing this need. 210
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General Liability Insurance
This fund was created to account for transactions related to the City's liability exposure, including its insurance program (excluding property and workers compensation insurance). Funding is provided through charges to departments based on future risk ev aluation, prior claims experience, and other factors. The City uses the services of an actuary to estimate these liabilities. While the actuarial estimates are subject to some uncertainty, the industry recommendation is that cities maintain funding at the 75% - 85% confidence level. However, actuaries recognize that each city is unique, and proper funding levels can vary based on issues such as the organization’s risk tolerance, financial circumstances, and priorities.
Historically the City’s policy has been to accumulate resources in the General Liability Fund to meet the actuarial recommendation of the 75% confidence level, which is $2,749,000 in a February 2023 report prepared by Bickmore Actuarial. In FY2023/24, the City is changing the funding methodology by analyzing actual historical experience in expenses. To determine the current year charges to other departments , staff calculated the 10 -year average of actual expenditures , added the projected increase in insurance premiums, and added the increase in employee services:
10-Year Average of Actual Expenditures $2,857,650
Increase in Insurance Premiums 555,900
Increase in Employee Services Allocated In 8,780
Total Department Charges in FY2023/24 $3,422,330
The estimated fund balance as of June 30, 2023 for the General Liability Fund is $3,458,880. Using this budget methodology requires the use of available funds of $2,995,840. The projected FY2023/24 available fund balance is reduced to $1,428,430:
June 30, 2023 Projected Fund Balance $3,458,880
Total Department Charges in FY2023/24 3,422,330
Budgeted Expenditures in FY2023/24 (5,452,780)
Projected Ending Fund Balance FY2023/24 $1,428,430
Historical Cost Savings Target
Historically the City’s practice has been to budget for the full cost of operating expenses. Items such as employee service savings resulting from vacant positions are not assumed in the operating budget or financial forecast with the goal of developing a conservative budget. To account for the annual expenditures sav ings, t he adopted FY2022/23 operating budget added a cost savings rate, or budget reduction, of $1,000,000 in recognition of these annual savings. Many municipal agencies utilize this budgetary practice of setting a target based on historical spending trends, but this represents a significant change in way the City does business. Therefore, an offsetting Cost Savings Contingency amount of $400,000 was included to give some flexibility in managing available resources to be used throughout the fiscal year under the direction of the City Manager.
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The FY2022/23 operating results will not be available until September or October of 2023. Until staff are able to evaluate a full year of the budget and operating impacts of the Historical Cost Savings Target, the recommendation is to utilize the same budget reduction and offsetting contingency in FY2023/24. The Historical Cost Savings Reduction of $1,000,00 0 and Cost Savings Contingency of $400,000 have been included in the non-departmental section of the FY2023/24 budget.
Department budgets have been monitored during the fiscal year. If a department is anticipating exceeding their bottom line budget, the n resources within the General Fund will be evaluated, vacant positions may not be filled, City services may slow, or City staff will return to City Council with a proposed budget adjustment to continue a program or service.
American Rescue Plan Act
As detailed above, the following is a summary of the budgetary reductions that Staff have proposed to close the FY2023/24 General Fund Operating Budget:
Beginning General Fund Deficit ($11,295,840)
Section 115 Trust – Increase in CalPERS Rates 1,500,640 Deferred Replacement of Vehicles 1,148,800
Use of Fleet Fund Reserves 3,610,070
Use of General Liability Fund Reserves 2,995,840
Historical Cost Savings Reduction 600,000
Total Reductions to the FY2023/24 Budget $9,855,350
Remaining General Fund Deficit ($1,440,490)
The staff recommendation is to utilize funds from the Revenue Loss provision of the American Rescue Plan Act to close the remaining General Fund operating budget deficit of $1,440,490 in FY2023/24. The American Rescue Plan Act allocated to the City one -time funding of $38,808,509 to cover expenses in response to the COVID -19 pandemic, make up for lost revenue, and ease the overall economic impact from the pandemic. Funds may only be used for project costs initiated on or after March 3, 2021, and must qualify within one of the eligible expenditure categories described below.
On January 6, 2022, the U.S. Department of the Treasury issued its Final Rule, which offers a standard allowance for revenue loss of $10 million. Recipients that select the standard allowance may use that amount for government services, with streamlined reporting requirements. Because the amount claimed under revenue loss can be used for “general government services,” this single provision provides significant flexibility for municipalities. “General government services” includes any service traditionally provided by a government, other than a few exceptions explicitly identified by the Treasury. The Final Rule lists some common examples of “general governm ent services,” including construction of schools and hospitals, road building and maintenance and other infrastructure, health services, general 212
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government administration, staff and administrative facilities, environmental remediation, and provision of police, fire and other public safety services (including purchase of fire and police vehicles).
All American Rescue Plan Act funds, including the Lost Revenue allocation, must be earmarked by December 31, 2024 and fully spent by December 31, 2026.
In FY2022/2 3, City Council approved the use of $3,735,030 from the American Rescue Plan Act Lost Revenue Category. With the transfer of $1,440,490 to close the FY2023/24 General Fund Operating Budget deficit, the City has budgeted a total of $ 5,175,520 from the Lost Revenue category, with $4,824,480 remaining of the total $10 million allowed.
ARPA Lost Revenue Category $10,000,000
FY2022/23 General Fund Deficit (3,735,030)
FY2023/24 General Fund Deficit (1,440,490)
Remaining ARPA Lost Revenue Category $4,824,480
With the use of American Rescue Plan Act Funds , the FY2023/24 Preliminary Operating Budget is balanced. Sources and Uses are as follows:
FY2023/24
Proposed
Budget
Sources of Funds:
Operating Revenue $127,403,060
Transfer from Gas Tax Fund 2,055,000
Transfer from CFD No. 2020-1 (The Services) 290,900
Transfer from American Rescue Plan Act 1,440,490
TOTAL, Sources $131,189,450
Uses of Funds:
Operating Budget $130,695,550
Transfer to Reidy Creek Golf Course – Debt Service 364,300 Transfer to Successor Agency – Housing 25,000
Transfer to Vehicle Parking District 104,600
TOTAL, Uses $131,189,450
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Until revenue is increased on an ongoing and structural basis, the City must continue to rely on short - term, one-time resources to continue operations and avoid drastic cuts to City services. To maintain a balanced budget and yet continue an appropriate level of service and address City priorities, the Fiscal Year 2023/24 budget utilizes funds from the American Rescue Plan Act, a short-term, one-time source of funds.
There are also many much-needed items that are not included in the FY2023/24 proposed budget:
- critical infrastructure, equipment and vehicle, and repair needs - deferred maintenance of current facilities and parks
- ongoing maintenance of new assets being added to the community - underfunding reserve accounts
- ability to continue supporting community organizations and events - addressing organizational capacity issues
In addition to the above, high priorities from the community are not being addressed. The City continues to strive to provide the level of service residents expect and deserve, but given the structural General Fund deficit, it is becoming increasingly more difficult to do so.
In keeping with our commitment to lo ng-term planning, staff will continue to provide financial recommendations based on realistic revenue projections, risk assessments, and prudent spending to ensure a stable financial position.
OPERATING BUDGET
The total proposed FY2023/24 General Fund Operating Budget is $ 130.7 million. It has increased by approximately $5.6 million or 4.4% compared to the FY2022/23 Operating Budget. The following will detail the General Fund expenditures by department and compare the total FY202 3/24 proposed budgeted expenditures to the current fiscal year revised operating budget.
General Government Services
General Government Services include the following departments: City Council, City Manager, City Attorney, City Clerk, City Treasurer, Finance, Human Resources , Risk, Information Systems, Enterprise Software and Web Administration, and Geographic Information Systems (“GIS”).
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Expenditures in this category have increased by $373,580, or 5.5%, over the prior year summarized in the table below:
Department
FY2022/23
Revised Expenses
FY2023/24
Projected Expenses Change %
City Council $345,510 $396,390 50,880 14.7%
City Manager 1,396,630 1,530,580 133,950 9.6% City Attorney 212,870 198,290 (14,580) (6.8%) City Clerk 655,840 680,240 24,400 3.7%
City Treasurer 238,080 233,490 (4,590) (1.9%) Finance 1,550,700 1,809,720 259,020 16.7% Human Resources & Risk Management 755,520 795,320 39,800 5.3% Information Systems Administration 501,350 438,310 (63,040) (12.6%) Enterprise Software Administration 778,120 711,330 (66,790) (8.6%) Geographic Information Systems 368,040 397,570 14,530 3.8% Total Expenditures $6,817,660 $7,191,240 $373,580 5.5%
Significant budget highlights include the following:
City Council
The Training and Meetings budget was increased by $15,500, from $16,500 to $32,000. An allocation of $5,000 is listed for each City Councilmember and Mayor. Funds of $7,000 were added to cover the costs for the State of the City address. The new membership fee to National League of Cities of $12,000 was added to Dues and Subscriptions.
City Manager
In FY2021/22, the business license division was moved from the Code Compliance Department to the City Manager’s Office. During that reclassification, a position was eliminated and a Temporary Part-Time position was filled. The Temporary Part -Time position in prior years has not been included in the budget, but was added as a line item in FY2023/24. The implementation of the new Enterprise Resource Planning (ERP) software will provide improved tracking and visibility of part-time positions across the City.
Professional Services expenses increased for current Economic Development contracts. Services include the AgTech Hackathon and Innovate 78 marketing program. 215
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The City and Real Property division is responsible for utilities for vacant City owned properties.
Due to the rising electricity costs from San Diego Gas & Electric, the utilities expenses are projected to increase by $76,000 from the prior fiscal year.
Finance
Added Consulting Services of $45,000 for new accounting statements required to be issued by the Governmental Accounting Standards Board . The consulting services will ensure that the City’s Annual Comprehensive Financial Report (“ACFR”) and financial statement audit is in compliance with new standards and issued timely.
Added Consulting Services of $75,000 for a Revenue Analysis and Fiscal Impact Study . The consultant will prepare a report that will analyze various revenue options for the City and the viability of each, including cannabis, a utility users’ tax, modifying the Transient Occupancy Tax Rate, and implementing a Parks District.
Added Consulting Services of $75,000 for a Citywide Fee Inventory Study. The Study will calculate and consider full cost recovery for all City User Fees. The results of the Study will be brought to City Council in FY2023/24.
Community Services
Community Services includes the following departments: Communications, Digital Media Services, Recreation, Library Services, Older Adult Services, and Senior Nutrition. These combined department operating budgets total $10.6 million in FY2023/24 and have increased $690,900 or 7% over the prior year summarized in the table below:
Department
FY2022/23
Revised Expenses
FY2023/24
Projected Expenses Change %
Communications $740,410 $871,500 $131,090 17.7%
Digital Media Services 164,100 174,540 10,440 6.4% Recreation/Community Services 4,333,780 4,573,720 239,940 5.5% Library 3,661,960 3,771,040 109,080 3.0%
Older Adult Services 691,580 727,170 35,590 5.1%
Senior Nutrition Center 465,700 630,460 164,760 35.4% Total Expenditures $10,057,530 $10,748,430 $690,900 6.9%
Significant budget highlights include the following:
Communications
The Website Design Technician position was moved from the Enterprise Software and Web Administrations (ESWA) department budget into Communications to better align the position with the department of responsibility. Communications will now ov ersee the administration of 216
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the City’s website in order to have more flexibility in curating the information being shared with the public to ensure consistent and accurate messaging.
Recreation/Community Services
This increase is the result of step increases for Temporary Part-Time positions that are critical for programming and staffing of Community Center facilities as well as increased Utilities costs.
Senior Nutrition Center
The Senior Nutrition Center utilizes a contract for Transportation and Meal & Delivery services.
The contract is increasing by over $140,000 in FY2023/24. Additionally, a position was moved from the Recreation 102 department budget into the Senior Nutrition budget in order to better support operations of the Senior Nutrition Transportation Program as the City works to move away from the contracted services and toward bringing that service in-house.
Development Services
Development Services includes Code Compliance, Building, Planning, and Engineering. These departments guide the physical development of the City, protect life and property through the application of building codes and standards, and enhance the image and appearance of the City. These combined department operating budgets total $ 8.3 million and increased 9% compared to the prior fiscal year summarized in the table below.
Department
FY2022/23
Revised Expenses
FY2023/24
Projected Expenses Change %
Code Compliance $1,063,970 $1,011,200 $(52,770) (5.0%) Building 1,502,130 1,688,550 186,420 12.4% Planning 2,145,050 2,391,860 246,810 11.5% Engineering 2,940,780 3,251,450 310,670 10.6% Total Expenditures $7,651,930 $8,343,060 $691,130 9.0%
Significant budget highlights include the following:
Building
Increased Contract Consultant Services by $285,000. The additional funds will ensure that the City can continue to provide architectural, structural, plumbing, mechanical and electrical plan check review for buildings and structures for compliance with applicable Federal and State laws, building and safety codes, City ordinances, and acceptable engineering practices. The increase is in anticipation of sustained building permit activity in FY2023/24 and expected contract increases for third-party building permit plan check and inspection services. The City’s current contract for these services expired in March 2023. The City is currently reviewing responses to proposals for building services.
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Overall, the increase in consulting services allows the City to meet expected turnaround times by providing an extension of staff that can step in during a period of peak demand or in the event of ongoing staffing vacancies.
Planning and Engineering Staff Reclassifications
The Planning Department Staff are proposing the removal of a vacant Administrative Coordinator position and adding a Management Analyst position, increasing employee service costs by approximately $8,664. The increased costs will be offset through Allocat ions to Capital Projects and Developer Deposits. The Management Analyst position will provide support across the Development Services Department through the management of deposit accounts; RFPs and contracts; public facing information and content, includ ing application forms, checklists, flowcharts, and similar information that explains the City’s development review process on the website and additional content that details current department activities; performance metrics and reports; monitor and track responses to customer service surveys; grant support; and support for budget preparation and monitoring.
The Engineering Department Staff are proposing the removal of a vacant Administrative Assistant position and adding a Development Technician position, increasing employee service costs by approximately $3,000. The increased costs will be offset through Al locations to Capital Projects and Developer Deposits. The Development Technician position will assist with streamlined processing of encroachment permits and additional duties associated with grant-funded projects, including meeting federal requirements through prevailing wage compliance.
The reclassifications will position the department such that it can report out its performance and support multiple department -wide initiatives intended to improve customer service and performance, including the recruitment of a Management Analyst whose primary responsibilities include updates to the major development activity dashboard; application forms, checklists, flowcharts, and similar information that explains the City’s development review process on the website; monitoring and reporting customer service surveys; and the development and tracking of performance metrics.
Planning and Engineering Consultant Services
Planning added Consulting Services of $250,000 for the purpose of contracting with consulting firms on an on-call and as-needed basis to assist development review with peak demands and to offset staffing vacancies by providing a staff extension to meet expected turnaround times. The on-call services also include on-call professional consulting services for the preparation and peer- review of environmental documents and technical studies pursuant to the California Environmental Quality Act (CEQA) for both external development projects and those initiated by the City. Costs incurred as a result of development re view will be offset by revenue from Cost Recovery Developer Deposits. Costs incurred from City projects will be covered through CIP.
Engineering added Consultant Services of Land Development Projects of $250,000 for the purpose of contracting with consult ing firms on an on -call and as -needed basis to assist development 218
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review with peak demands and to offset staffing vacancies by providing a staff extension to meet expected turnaround times.
The increase in consultant services will result in an additional 1.5 full time equivalent in additional staff capacity. These increases are distributed across the Development Services Department and provide benefit through ongoing support to land development, including staff extensions for Planning and Engineering intended to support expected development review turnaround times and lists of pre -approved, on -call consultants for the preparation and peer -review of environmental documents and technical studies pursuant to the California Environmental Quality Act (CEQA). Curr ent City staff do not possess the requisite level of technical expertise in highly specialized areas of focus, particularly as it relates to environmental regulations and legislative requirements, to thoroughly review environmental documentation and techni cal analyses without the assistance of industry experts. Maintaining these lists allows the City to be more responsive to environmental review for internal and external projects. Increases in consultant services for third -party building plan check and insp ection services provide continuous support for building permits. In 2022, the City referred 447 building permits to its third -party service provider for review - capacity that does not exist within City staff.
Public Works
Public Works includes the Streets and Parks Department operating budgets. The Streets Department is responsible for filling potholes, maintaining sidewalks, cleaning storm water channels, replacing traffic signs, sweeping and lane striping City streets, and graffiti eradication. The Parks Department maintains the City’s parks, median and parkway landscaping, open spaces, trees , and landscaping at City facilities.
Proposed FY2023/24 operating expenses decreased by ($285,030) or (2.2%) from the prior fiscal year summarized in the table below.
Department
FY2022/23
Revised Expenses
FY2023/24
Projected Expenses Change %
Parks Maintenance $3,956,770 $4,221,420 $264,650 10% Street Maintenance 8,726,730 8,177,050 (549,680) (6.3%) Total Expenditures $12,683,500 $12,398,470 ($285,030) (2.2%) Significant budget changes include the following:
Parks Maintenance
Added $20,000 for Play Structure Repairs. New, modern play structures are typically under the manufacturer’s warranty and require very little maintenance or repairs. Most repairs during the initial warranty period are due to vandalism and are outside of warranty. The City of Escondido Parks Division currently maintains 16 play structures, 14 (88%) are outside of the manufacturer’s warranty. As one example, the division currently maintains a play structure installed in 1999 that will attain 24 years in service this year. These play structures wer e installed without shade 219
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structures that lengthen the time of service and slow the degradation of materials. As is common with aging play structures, repairs costs increase exponentially over time and are more prone to failures thus exposing the public t o frequent closures and out of service notices. If playground equipment is broken or otherwise unusable, children will miss out on opportunities to play.
Children learn through play, so a safe space for kids to learn, socialize, explore, and grow is essential.
Historically, the Parks Division has not had a budgeted line item for play structure maintenance.
To keep these play structures operational requires fabrication and intensive labor that has exceeded the capabilities of Parks staff, forcing the divis ion to increasingly rely on contractual assistance from outside vendor specializing in playground repairs and/or re -engineering of components. This added expense diverts funding away from park maintenance in other areas. To compensate for aging equipment, the division recommends a line item in the budget of $20,000 for increasing repairs.
Added $20,000 for Pool Maintenance. The Parks Division for the City of Escondido currently maintains two aquatics facilities that are heavily programmed by the City’s Community Services Department and enjoyed by the community. If not maintained correctly, swimming pools can be the source of many diseases and injuries, such as giardia, cryptosporidia, and e.coli as well as slips, falls, and accidental entrapments. The proper construction, maintenance, and operation of public swimming pools and spas is of significant public health importance.
Parks staff performs minor repairs and required cleaning and chemical applications to stay in compliance with the County of San Diego Environmental Health and Quality standards. This year, due to equipment that has surpassed its useful lifespan, the aquatics facility at Washington Park experienced a catastrophic equipment failure that shut down programming at the facility for over a month. After repairs were made, our subject matter experts strongly recommended a more intensive preventative maintenance program be instituted on a more frequent basis. Due to the age of the equipment, this maintenance requires certified personnel that is outside the expertise of current staff knowledge, skills and abilities.
The Parks Division traditionally has not had a line item in the budget for Pool Maintenance. As the pool equipment ages, there is a need to create this line item and budget for repai rs and preventative maintenance. The division increasingly has been forced to rely upon contractual assistance, specializing in pool equipment repairs and diagnosis, and is strongly recommending a line item of $20,000 in the Parks budget to account for more frequent repairs of the aging infrastructure.
Added $52,000 for the Replacement of the Washington Pool Heater. The Washington Pool Heater is at the end of its useful life. Without replacement, the heater is likely to stop working which would shut down programming operations indefinitely.
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Streets Maintenance
Added $200,000 for the replacement of a backhoe. A critical piece of equipment employed by Public Works Departments across the nation is a backhoe. Backhoe loaders are heavy-duty pieces of equipment that can be used for a variety of tasks. Primarily excavation machines, they can do double-duty because they have working implements on both the front and the back of a tractor body. A backhoe can dig to depths of 12 to 14 feet and can range f rom 20 to upwards of 100 horsepower. Their versatility makes them a popular piece of construction equipment for tasks ranging from uprooting trees to moving material on work sites. These machines can dig, haul, carry, and transport and can also be used in helping build roads, prepare job sites, and assist in cleaning up after a completed project. As a testament to its versatility, nearly all Public Works staff are trained to operate a backhoe and it is used across all methods of maintenance. The current Streets backhoe is from model year 2006, purchased used in 2010, has no replacement value and is well past its life cycle of 10 years. Without a replacement, Public Works operations will be hindered , impacting Staff’s ability to respond to public safety ha zards. The $200,000 of Capital Outlay funds will be used to replace this front-line piece of equipment. Added $300,000 for the replacement of a wheel loader. One of the most utilized tools by Public Works is the wheel loader. These machines can dig, haul, carry, transport and can also be used in helping build roads, prepare job sites, and assist in cleaning up after a completed project. It is instrumental in maintaining yard work flows because it is the main tool used to load bins and move large quantities of material in the most effective way possible. With the loss of over 50% of the Public Works yard due to the MFRO plant project, Staff rely even more on this piece of equipment due to the loss of storage real estate. Essential functions of the wheel loader in daily operations are excavations, sinkhole repair, homeless encampment clean up, debris removal, concrete demo, and much more. The current wheel loader is a 2008 model year, purchased used in 2010, has no replacement value and is well past its li fe cycle of 7 -10 years. Without a replacement, down time increases impacting Staff’s ability to quickly respond to growing resident and inter-department assistance requests. The $500,000 of Capital Outlay funds will be used to replace this front-line piece of equipment.
Decreased funding to the Fleet Services Fund by 50%. Additional information is provided in the Fleet Services Fund section of this Staff Report.
Police
The Police Department improves community safety, enhances crime prevention, and provides emergency response. Overall, the Police Department’s costs are increasing by $ 1.1 million or 2.2% compared to the prior year to reach projected expenditures of $54.1 million.
Department
FY2022/23
Revised Expenses
FY2023/24
Projected Expenses Change %
Police Department $52,939,360 $54,083,660 $1,144,300 2.2% 221
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Significant budget changes include the following:
Effective January 2023, City Council approved a one-year agreement with the Police Officers Association. The agreement included a 2.3% Across-the-Board salary increase for Police Officers and a 3.6% Across-the-Board salary increase for Police Sergeants. In addition, salary ranges were adjusted by removing the bottom two steps of the salary schedule and adding two new steps at the top of the salary schedule. Overall employee services for the Police Department increased by $2.9 million.
The increases in Employee Services were offset by a reduction of funding for the Fleet Services Fund of $1,248,630. Additional information is provided in the Fleet Services Fund section of this Staff Report.
Fire
The Fire Department provides emergency operations, emergency preparedness, and fire prevention services to safeguard lives and property. The FY202 3/24 operating budget reflects an increase of $ 2.8 million or 9.1% increase compared to the prior year to reach projected expenditures of $33.5 million.
Department
FY2022/23
Revised Expenses
FY2023/24
Projected Expenses Change %
Fire Department $30,500,650 $33,306,060 $2,805,410 9.2% Emergency Management 220,780 222,800 2,020 0.9% Total Expenditures $30,721,430 $33,582,860 $2,807,430 9.1% Significant budget changes include the following:
Effective January 2023, City Council approved a one -year agreements with the Firefighters Association. The agreement included a 2.5% Across-the-Board salary increase for Firefighters. In addition, salary ranges were adjusted by removing the bottom three steps of the salary schedule and adding three new steps at the top of the salary schedule. Overall employee services for the Fire Department increased by $2.5 million.
Intergovernmental Transfer Program (IGT). An administrative fee of $1,812,370 was added to the Professional Services section of the Fire Department budget, which is required as Federal matching funds in order to participate in th e Ground Emergency Medical Transportation / Intergovernmental Transfer Program (IGT). By participating in the program, the City will recognize an additional $3.0 million in paramedic ambulance revenue. The increases in Employee Services were offset by a reduction of funding for the Fleet Services Fund of $1,252,410. Additional information is provided in the Fleet Services Fund section of this Staff Report.
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California Center for the Arts (“CCAE”)
The CCAE facility is owned by the City of Escondido and operated by the California Center for the Arts, Escondido, Foundation, Inc. (the “Foundation”) under a Management Agreement. On March 22, 2023, City Council adopted Resolution No. 2023 -34 approving an Operations and Management Agreement between the City of Escondido and the California Center for the Arts, Escondido Foundation.
Financial support is provided to the Foundation from the City for various items, including a management fee paid to the Foundation for the operation of the Center, all gas and electric utility bills for the campus, and support from Building Maintenance and Network Administration, either through direct payments of operational costs or employee staff time. Overall, the Department’s costs are increasing by $766,640 or
30.9% compared to the prior year:
Department
FY2022/23
Revised Expenses
FY2023/24
Projected Expenses Change %
Center for the Arts $2,480,730 $3,247,370 $766,640 30.9% Significant budget changes include the following:
The new Management Agreement includes a management fee of $55,000 per month, which totals $660,000 for FY2023/24 an increase of $4,630 over the prior fiscal year. Under the terms of the Management Agreement, the City is responsible for the Gas and Electric costs of the CCAE facility, which are projected to increase by $367,000 from the prior year from $810,000 to $1,177,300 in FY2023/24.
The Management Agreemen t also requires the City to pay 75% of the premiums for insurance which is consistent with prior fiscal years but is now reflected as a separate line item in the CCAE Department budget. The City’s share of insurance premiums in FY2022/23 was approximatel y $100,000 and is anticipated to increase to $108,900 in FY2023/24.
Other Expenses
Other Expenses accounts for expenditures that are not directly chargeable to other General Fund departments as well as funding for community events. Overall, the Department’s costs are decreasing by $626,030 or 35.2% compared to the prior year:
Department
FY2022/23
Revised Expenses
FY2023/24
Projected Expenses Change %
Non-Departmental $1,713,490 $1,067,460 $(646,030) (37.7%) Community Relations 67,000 87,000 20,000 29.9% Total Expenditures $1,780,490 $1,154,460 $(626,030) (35.2%)
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The FY2023/24 expenditures are for contractual salary and benefit obligations, various CityWide membership fees, software costs used by multiple departments, and direct support provided by the City for the Community Fireworks program, Cruisin’ Grand, the Christmas Parade , and the Veteran’s Day Parade. The Historical Cost Savings Reduction is also accounted for in this category, further described earlier in this report.
Enterprise Funds
The City’s Enterprise Funds account for the financial activity of the City’s water utility and the wastewater utility. The costs for providing these services to the public are recovered through user charges. Below is a brief description of each department and a summary of the significant changes in their FY2023/24 Operating Budget.
Water Fund
The Water Fund operates the Water Treatment Plant that supplies water to approximatel y 26,000 residential, commercial , and agricultural customers in the City. This Department also provides maintenance on the Escondido Canal that carries untreated water 14 miles from the intake on the San Luis Rey River to Lake Wohlford. The Department’s Lakes and Open Space Division maintains Daley Ranch, Dixon Lake, and Lake Wohlford that provides recreational fishing and boating opportunities to the community.
The Water Fund budget increased by $ 4.5 million or 7% compared to the prior year. To keep pace with increases passed through from the San Diego County Water Authority, the budget for purchased water costs increased by $ 2.0 million . The preliminary budget also includes increases to water treatmen t chemicals due to the ever -increasing costs of manufacturing and delivering these products, especially during the COVID-19 pandemic and the increase to Utilities, specifically electricity, is due mostly to rising costs in power.
Wastewater Fund
The Wastewater Fund operates the Hale Avenue Resource Recovery Facility (“HARRF”) for the effective treatment of wastewater within the City’s jurisdiction. The Recycled Water division produces recycled water from the HARRF and distributes it to various Ci ty landscape irrigation customers including golf courses, school fields, City parks , and green belts. The Environmental Programs Division administers a number of programs relating to water, wastewater, and storm water compliance.
The Wastewater Fund bud get increased by $ 2.6 million or 10% compared to the prior year. These increases were primarily due to the increase to Utilities, specifically electricity which is projected to increase $1.7 million compared to the prior fiscal year.
Internal Service Funds
Internal Service funds account for services provided by one City department to another City department on a cost reimbursement basis. Certain Internal Service funds, such as Fleet Services and Network & 224
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Systems Administration, also receive money from other operating funds to purchase necessary equipment like police vehicles or computers.
Building Maintenance
This fund was created to account for financial activity related to the maintenance and repair of all City - owned buildings. Funding is provided through charges to other departments, based on square footage, common area allocation, and specific maintenance projects. This fund was also created to fund a reserve for future maintenance and replacement within City facil ities, including carpeting, air conditioning, roofing, and other maintenance items. However, due to the General Fund structural budget deficit, the fund has been adequately funded. Charges to departments are calculated for annual operations costs only, therefore the Building Maintenance Fund description has been updated accordingly:
This fund was created to account for the annual operation costs financial activity related to the maintenance and repair of all City -owned buildings. Funding is provided thr ough charges to other departments, based on square footage, common area allocation, and specific maintenance projects. A reserve for replacement will be accumulated to replace carpeting, air conditioning, roofing and other maintenance items.
REVENUE PROJECTIONS
The projected FY2023/24 General Fund revenue estimate is $127. 4 million. The FY2022/23 amended revenue is the starting point to forecast revenue in the next fiscal year based on factors such as economic indicators, development in the City, past revenue history, and anticipated program revenue . The FY2023/24 projected operating revenue is e stimated to increase $7.5 million or 6% over the FY2022/23 amended revenue projection.
The following are the components underlying the revenue projections in FY202 3/24, followed by an explanation of each category in the following paragraphs:
Revenue FY2022/23
Revised
FY2023/24
Projected Change %
Sales Tax $51,012,200 $49,507,600 ($1,504,600) (3)%
Property Tax 32,780,100 35,068,340 2,288,240 7
Other Taxes 14,659,860 16,483,370 1,823,510 12
Charges for Services 10,898,650 15,083,000 4,184,350 38 Intergovernmental 3,450,000 3,506,250 56,250 2
Permits & Licenses 1,778,500 2,145,500 367,000 21
Fines & Forfeitures 832,500 873,000 40,500 5
Investment and Rental Income 4,350,920 4,474,000 123,080 3 Other Revenue 166,500 262,000 95,500 57
Total Operating Revenue $119,929,230 $127,403,060 $7,473,830 6% 225
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One-Time Revenue 605,720 - (605,720) -
Total Revenue $120,534,950 $127,403,060 $6,798,110 6%
Sales Tax revenue, which makes up 39% of total Fiscal Year 2023/24 projected General Fund operating revenue, is highly sensitive to economic conditions and is impacted by the levels of unemployment, consumer confidence, and per-capita income that drive spending and growth in sales tax receipts. Over the past two years, since the onset of the COVID - 19 pandemic, the U.S. economy has swung from the deepest recession on record to a quick recovery. The pent-up demand for goods, as well as inflation, led to higher prices for goods, increasing the projected sales tax revenue generated within the City. Overall, the City’s local economy experienced a fairly strong recovery as well and as a result, sales tax revenues distributed to the City in Fiscal Year 2020/21 increased by $7.6 million or 21% from the prior year.
However, there are now indicators that the eco nomy is slowing once more. The City works closely with its sales tax consultant, AvenuInsights, in projecting sales tax revenue. Based on AvenuInsights’ analysis of the trend in year -to-date tax receipts and an examination of the local economy, the City’s sales tax revenue is anticipated to decline in Fiscal Year 2023/24 by $1,504,600 or 3% to reach $49.5 million. The possibility of a recession in 2023 or 2024 is possible but continued low unemployment and tight labor markets indicate that a severe downtu rn is unlikely. The forecast provided by AvenuInsights assumes a very mild recession or slowdown starting in the first quarter of FY2023/24 and lasting for the remainder of the fiscal year.
The largest economic segments in the City are transportation and receipts from the County Pool. Together these segments generate 54% of the total sales tax revenues. The transportation segment includes new and used auto sales and service stations, and is projected to remain flat from the prior year. California Auto Outlook reports that pent-up demand is accumulating as new vehicle sales remain below baseline levels. In addition, vehicle transaction prices will move lower as supplies become more in -line with demand. However, supply chain issues are lingering and new v ehicle affordability is weakening due to high inflation, increasing interest rates, slower economic growth, and falling trade -in values. Household incomes are increasing, but not fast enough to keep pace with inflation. The impact resulting from pent - up demand will be tempered due to softer economic conditions, but sales rates should still recover from current levels.
Sales tax revenue received through the County Pool is the second largest sales tax segment accounting for 18% of the sales tax revenue received. The implementation of the AB 147 Wayfair decision began in April 2019, which extended sales and use taxes to out-of-state retailers engaged in business in California.
In addition to the new taxable sales under AB 147, the continued COVID-19 restrictions pushed consumers from brick and mortar stores to online sales in prior fiscal years. Economic forecasters remain optimistic that online sales will continue to grow. However, in California, changes for online -based purchasing activity are ever evolving. Recent data released by HdL Companies reflected the opening of more in-state fulfillment facilities. In addition, many retailers are choosing to use local retail outlets as the resource for delivery of products in lieu of shipping from out -of-state war ehouses. The result has dampened pool 226
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revenues and this trend is expected to continue in the short-term, impacting lower County Pool outlooks for the next three quarters.
The construction sales tax segment accounts for revenue generated from building mater ials, including both wholesale and general retail, and is projected to increase by 5.0% from the prior year. This is due to an increase in the price of goods, such as lumber and steel, and an increase in ongoing development and construction projects in the City.
General Retail and Food Products combined make up 25% of the total sales tax revenue for the City and are projected to increase by 3.8% compared to the prior fiscal year. This growth reflects increased foot traffic and buying activity as people return to in-store shopping and indoor dining.
City staff will continue to monitor economic indicators and sales tax revenue closely and return to City Council with updates during the fiscal year.
Property Tax revenues also represent a major funding source for the City at 28% of the General Fund. The major factors influencing property tax revenue are the annual inflation adjustment under Proposition 13, number of home sales, and increased median home prices. In accordance with State law, property is assessed at actual full cash value and the maximum tax is 1% of the assessed valuation. Proposition 13, passed by California voters in 1979, specified that an assessed value may increase at the rate of the Consumer Price Index, not to exceed 2% per year based on the 1979 value, unless the property is improved or sold to establish a new market value. The overall property tax revenue is projected to increase approximately 7% from the prior fiscal year budgeted amount. This is attributed to an increase in current secured and unsecured tax projections and actual revenue received through the third quarter of FY2022/23, along with an increase in property transfer taxes based on the current and projected development activity, such as permits, inspections, and plan checks, which indicate continued growth in property sales.
Also included in Property tax revenues is the Property tax in lieu of Vehicle License Fees (“VLF”) which is estimated to increase by 3% to reach projected revenue of $17.6 million. This revenue is in addition to the regular apportionment of property taxes received. In 2004, the Legislature permanently reduced the Vehicle License Fee rate from 2% to 0.65% and compensated cities for their revenue loss with a like amount of property taxes, dollar-for-dollar. Each agency’s property tax in lieu of VLF allocation increases annually in proportion to the growth in gross assessed valuation in the City based on the prior year assessment role.
Other Taxes , which include franchise fees, transient occupanc y tax, business license fees, property transfer tax and the Redevelopment Property Tax Trust Fund (“RPTTF”) residual payment, account for 12% of General Fund revenue. These other taxes are projected to increase by 12% to reach projected revenue of $16.5 million. The City collects franchise fee revenues from San Diego Gas and Electric (SDG&E), cable companies conducting business within City limits, and Escondido Disposal Incorporated (EDI) for trash collection services. Overall franchise fee revenues are p rojected to be $8.2 million, an increase of 18% from the prior year. Revenue growth is projected based on population, inflation factors, and historic revenue trends.
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Permits and Licenses that are collected for building, plumbing, electrical, mechanica l, fire code and mobile-home permits are projected to increase by 21% from the Fiscal Year 2022/23 budget amount to reach projected revenue of $2.1 million. This is due to increases in the number of new building permits from several large development projects located in the City.
Fines and Forfeitures are projected to increase slightly from the prior fiscal year to reach $873,000. Fines and forfeitures are collected by the City for vehicle code fines, parking ticket fines, other court fines, code enforcement citations, and impound fees.
Intergovernmental revenue includes the Rincon Fire Services Agreement, state mandated cost claims, and various grants and is projected to increase overall by approximately $56,250 or 2%.
Charges for Services are projected to increase compared to the prior fiscal year with estimated revenue of $15.0 million, an increase of 38% from the FY2022/23 budget. Charges for services include paramedic fees and Community Services fees for recreational and community activities. The increase in projected revenue from the prior year is primarily due to a new Ground Emergency Medical Transportation Program that utilizes Federal funding to supplement the ambulance billing revenue received for medical transports.
This revenue is projected to increase $3,030,000. In order to participate in the program, matching funds of $1,812,370 are required and have been included in the Fire Department budget.
Revenue estimates for Community Services are based on the projected number of facilities and classes, number of participants, fee levels, and staff’s estimate of demand for programs and services. In addition, beginning in July 2022 in partnership with the Escondido Union School District (“EUSD”), the Before and After School Program was fully funded by the EUSD.
Investment and Rental Income includes income from City -owned properties and interest earned from investing activities. This revenue is projected to increase by 3% to reach revenue of $4.5 million. The City plans to prepay the annual unfunded accrued liability (“UAL”) for the Safety and Miscellaneous Plans in July 2023, which will result in interest savings to the General Fund. The General Fund is responsible for payment of 100% of the Safety Plan and approximately 56% of the Miscellaneous Plan.
Other Revenue or miscellaneous receipts projections have been increased by approximately $95,500 to reflect the actual revenue received in prior fiscal years for certain accounts.
One-time Revenue budgeted in FY2022/23 accounts for fire assistance reimbursements of $605,720. The City is not currently budgeting any one-time revenue in FY2023/24. The City’s financial policy allows for the use of one -time resources to pay for non -recurring expenditures, provide transitional funding of operations for a limited time period, add to reserves, or pay down unfunded liabilities.
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KEY-
CONSENT CALENDAR CURRENT BUSINESS
PUBLIC HEARING WORKSHOP
5/24/2023
PROCLAMATION: National Public Works Week, May 21-27, 2023 PRESENTATION: Historic Preservation Awards
PRESENTATION: 4th Grade Save Water, Love Water Poster Contest CONSENT CALENDAR - (R. VOGT) - DEPARTMENT OF HOMELAND SECURITY FY 2021 ASSISTANCE TO FIREFIGHTERS GRANT (AFG) GRANT FUNDING AND BUDGET ADJUSTMENT - It is requested that the City Council adopt Resolution No. 23-45 authorizing the Escondido Fire Department to accept FY 2021 Assistance to Firefighters Grant funds in the amount of $29,727.27; authorize the Fire Chief or his designee to execute grant documents on behalf of the City; and approve budget adjustments needed to spend grant funds.
PUBLIC HEARING - (A. FIRESTINE) - CONTINUED - ANNUAL ACTION PLAN AMENDMENT - Request the City Council provide direction on the funding priorities for CDBG and HOME activities for Fiscal Year 2023-24 and Adopt Resolution No. 2022-37, approving the substantial amendment to the 2020 and 2021 Annual Action Plans.
PUBLIC HEARING - (A. FIRESTINE) - REVIEW AND AFFIRM COMMUNITY DEVELOPMENT PRIORITIES ADOPTED IN THE 2020-2024 CONSOLIDATED PLAN FOR CDBG AND HOME FUNDS FOR FISCAL YEAR 2023-24 ACTIVITIES.
CURRENT BUSINESS - (A. FIRESTINE) - CDBG-CV Homelessness Prevention and Utility Assistance Services Agreement (Resolution No. 2023-54) CURRENT BUSINESS - (A. FIRESTINE) - GENERAL PLAN AMENDMENT - 855 BROTHERTON ROAD (PL23-0160) - It is requested that the City Council authorize City staff to accept and process an application for an amendment to the General Plan land-use designation from Planned Office (PO) to Urban V (U5) with a density of up to 30 dwelling units per acre (du/ac).
CURRENT BUSINESS - (J. AXELROD) - REIDY CREEK
WORKSHOP - (C. HOLMES) - THE FIVE-YEAR CAPITAL IMPROVEMENT PROGRAM FOR THE CITY OF ESCONDIDO FOR FISCAL YEARS 2023/24 – 2027/28 BRIEFING - Request City Council provide direction regarding the Five-Year Capital Improvement Program for Fiscal Years 2023/24-2027/28 Budget.
5/31/2023 - NO MEETING (MEMORIAL DAY)