CITY:
City of Glendora, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:
ALESHIRE & WYNDER, LLP
Danny Aleshire
City Attorney
Natasha Woolford
Assistant Director - Finance
ATTEST:
Kathleen R. Sessman
City Clerk/Communications Director
CONTRACTOR:
GENERAL TECHNOLOGIES AND SOLUTIONS LLC, a
California limited liability company
Name: Rawad Hani
Title: Principal / Chief Financial Officer
Email: [email protected]
Address: 1055 West 7th St # 3300, Los Angeles, CA 90017 Two corporate officer signatures required when Contractor is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer.
CONTRACTOR’S
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Item #19. Page 22
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01240.0006/991639.1 A-1
EXHIBIT “A”
SCOPE OF SERVICES
I. Consultant will perform the following services:
A. Preparation of complete Design Plans, Specifications and Estimates for HSIP Cycle 11, Signal Intersection and Safety Enhancements, Plan No.1380 per proposal included.
II. As part of the services, Consultant will prepare and deliver the following tangible work products to the City:
A. Task 1: Project Management, Coordination, and Meetings GTS will schedule and attend a kick-off meeting and biweekly progress meetings/calls to discuss issues pertinent to the analysis and design of the project.
Deliverables:
Work plan , Meeting schedule and (updated) project schedule Agenda and minutes for each meeting
Monthly invoices and reporting including action items tracking table.
B. Task 2: Preliminary Design:
GTS will prepare preliminary base plans for the traffic signal modification.
Detailed field review, inventory, and as-built drawings verification against project site conditions will be provided to produce an accurate base plan. Topographic Land Survey, Agency Utility Coordination, Analysis, Preliminary Design and Assessment Memo are to be included on this task.
Deliverables:
Documented field notes and photos
List of utility research and confirmation letters
Conceptual plans with recommendations (30% submittal) C. Task 3: Plans, Specifications and Estimates (PS&E)
GTS will prepare PS&E to accommodate the construction requirements for the proposed Signal Intersection Safety Enhancements at the intersections of Baseline Road and Grand Avenue; Barranca Avenue and Route 66; Route 66 and Hunters Trail; Lonehill Avenue and Kenoma Street; Gladstone Street and Valley Center; Gladstone Street and Sunflower Avenue; Sunflower Avenue and Juanita Avenue, and Gladstone Street and Barranca Avenue.
Deliverables:
Design plans and cover sheet for 60% and 100% stages
Cost Estimates at 30% and 100% design stages and specification at 60% and 100% design stages
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01240.0006/991639.1 A-2
List of utility research and confirmation letters (initially submitted during conceptual design)
Traffic Signal timing sheets
Potholing Report
D. Task 4: Construction Support
GTS will provide pre-construction support services after plans have been approved by the City. Will attend pre-bid meeting and answer the questions during the construction bidding process regarding the design and specifications. GTS will provide construction support services for this project during construction. These services include but are not limited to attending a construction kick-off meeting, responding to questions during the construction, reviewing contractor submittals, responding to contractor’s requests for information (RFIs) or Change Request (CR), revising design plans per CR, maintaining a log of all changes to approved plan set, reviewing, and making recommendations to Contract Change Order (CCO), and providing progress reports. After project completion, GTS will prepare and submit the as-built plans.
Deliverables :
Meeting agenda and minute and responses to pre-construction’s questions Contractor submittals review
Response to RFI’s
Plan revisions
Recommendation to CCO (if an
Project progress to the City for review
As-Built Plans in City required format
E. Task 5: Funding Support
In addition, with GTS experience on the engineering front, their team will bring to this project their experience with HSIP funded projects and the Caltrans Local Assistance Procedures Manual (LAPM). GTS will support the City in preparing the Request for Funding Allocation package in accordance with Caltrans requirements to obtain the necessary construction funding approval. This package typically includes the following:
Preliminary Environmental Study (PES)
Allocation Request
Finance Letter
Self-Certified Right-of-way
Filed Notice of Exemption
Projects Estimate
HSIP FTIP Listing
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01240.0006/991639.1 A-3
III. In addition to the requirements of Section 6.2, during performance of the services, Consultant will keep the City appraised of the status of performance by delivering the following status reports:
A. As identified in the task order
IV. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City.
V. Consultant will utilize the following personnel to accomplish the services:
A. As identified in the task order
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01240.0006/991639.1 B-1
EXHIBIT “B”
SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
Added text is indicated in bold italics, deleted text is indicated in strikethrough.
I. None
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01240.0006/991639.1 C-1
EXHIBIT “C”
SCHEDULE OF COMPENSATION
I. Consultant shall perform the following tasks at the following rates:
TASK DESCRIPTION RATE
A. Project Management, Coordination and Meetings $4,900.00 B.
Preliminary Design, As Built & Field Review, Agency &
Utility Coordination, Topographic Survey, Analysis, and Assessment Memo
$60,815.00
C.
Plans Specifications and Estimates (PS&E), Traffic
Signal Plans, Signing and Striping, Street Improvement
Plans, Traffic Signal Timing, Constructability Review,
Potholing, Signing and Striping
$151,500.00
D.
Bidding and Construction Support, Preconstruction and
construction support and As Built Plan Preparation $11,730.00 E. Optional Task (Funding Support Services) $14,040.00
Not to exceed $242,985.00
II. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 1.9.
III. The City will compensate Consultant for the services performed upon submission of a valid invoice. Each invoice is to include:
A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.
B. Line items for all materials and equipment properly charged to the services.
C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.
D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the services.
IV. The total compensation for the services shall not exceed the Contract Sum as provided in Section 2.1 of this Agreement.
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01240.0006/991639.1 D-1
EXHIBIT “D”
SCHEDULE OF PERFORMANCE
I. Consultant shall perform all services timely in accordance with the following schedule:
Description Days to Perform Deadline Date
A. All Tasks 135 Days Feb 28, 2025
II. Contractor shall deliver the following tangible work products to the City by the following dates.
A. As set forth in each task order
III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.
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Item #19. Page 29
Meeting Date: 7/9/2024 / Packet Page #: 590
Professional Design Services Award
HSIP Cycle -11 Signal Intersection Safety Enhancements
Project, Plan# 1388
Public Works
City Council Meeting
July 9, 2024
Abel Paguio, Civil Engineering Assistant ll CityOfGlendora.org Item #19. Page 30
Meeting Date: 7/9/2024 / Packet Page #: 591
PROJECT LOCATIONS
8 Signal Intersections for Modification and Safety Enhancement Item #19. Page 31
Meeting Date: 7/9/2024 / Packet Page #: 592
TRAFFIC SIGNAL CONVERSION FROM PEDESTAL MOUNTED TO MAST ARM Existing Proposed
Item #19. Page 32
Meeting Date: 7/9/2024 / Packet Page #: 593
• Install Protected Left Turn Phasing on six (6) locations • Convert existing traffic signals from pedestal to mast arm on other two (2) locations
• Install high visibility crosswalks on all locations
• If required, may include intersection lightings, curb ramps, curb extensions, PPB upgrading, upgrading of signal controller and cabinet.
PROJECT SCOPE Item #19. Page 33
Meeting Date: 7/9/2024 / Packet Page #: 594
• The Highway Safety Improvement Program (HSIP) is a core federal-aid program with the purpose to achieve a significant reduction in traffic fatalities and serious injuries on all public roads
• In 2022, Caltrans released the HSIP Cycle 11 call-for-projects with an application submittal date of September 12, 2022
• On March 9, 2023, staff received notification that the City was awarded $1,733,580 state funded HSIP Cycle 11 grant for the Signalized Intersection Safety Enhancements Project
• Included with this HSIP Grant Fund approval are seven (7) city-maintained traffic signal intersections and one (1) county- maintained intersection BACKGROUND Item #19. Page 34
Meeting Date: 7/9/2024 / Packet Page #: 595
• Notice Inviting Proposals was advertised on March 14 & 21, 2024 • Thirteen (13) prime proposers registered on Quest CDN. • Five (5) Proposals were received on April 18, 2024
• Proposals ranged from $228,945 to $268,587
• Award the design services contract to General Technologies and Solutions PROFESSIONAL DESIGN SERVICES AWARD Item #19. Page 35
Meeting Date: 7/9/2024 / Packet Page #: 596
• Award of Contract: July 09, 2024
• Contract Duration: 135 Working Days
• Expected Work Start: July 29, 2024
• Expected Work Completion: February 14, 2025
PROJECT TIMELINE Item #19. Page 36
Meeting Date: 7/9/2024 / Packet Page #: 597
FISCAL IMPACT
Project Budget
Description Account No. Project No. Amount
Road Maintenance & Rehabilitation (City Match) 25600990-70000 5524104 $1,016,420 HSIP Cycle 11 Traffic Signal Modification &
High Visibility Crosswalk Project (Grant Award) 29100990-70000 5524104 $1,733,580 Total Available Funds $2,750,000
Project Expenditures
Description Account No. Project No. Amount
Design 29100990-70000 5524104 $242,985
Design Contingency 10% 29100990-70000 5524104 $24,299
Total Expenditures $267,284
Remaining Project Budget $2,482,716
Item #19. Page 37
Meeting Date: 7/9/2024 / Packet Page #: 598
1. Award the Design Services Agreement to General Technologies and Solutions (GTS) LLC, for the HSIP Cycle 11-Signalized Intersection Safety Enhancements Project, in the amount of $242,985 with a 10% contingency in the amount of $24,299 for a total amount not to exceed of $267,284;
2. Authorize change orders in an amount not to exceed 10% ($24,299) of the contract amount of $242,985; and
3. Authorize the City Manager or his designee to execute the agreement including minimal and/or non-substantive changes.
That the City Council:
RECOMMENDATIONS Item #19. Page 38
Meeting Date: 7/9/2024 / Packet Page #: 599
Thank you!
Item #19. Page 39
Meeting Date: 7/9/2024 / Packet Page #: 600
STAFF REPORT
To: Mayor and Council Members Date: July 9, 2024
From: Community Development District(s): 1, 2, 5
Subject: Presentation of an Overview of Annexation and Unincorporated Areas within the City of Glendora's Sphere of Influence
RECOMMENDATION
That the City Council:
1. Provide direction to staff regarding annexation of unincorporated areas within the City’s sphere of influence.
STRATEGIC FOCUS AREAS
Goal 1: Implement Strategic Economic Development (ISED)
EXECUTIVE SUMMARY
The City of Glendora was incorporated in 1911. At the time of incorporation, the City’s jurisdictional boundaries extended north to Sierra Madre Avenue, east to Lorraine Avenue, South to Mauna Loa Avenue, and west to Grand Avenue. As the community grew and developed, the City’s boundaries expanded through annexation. Annexation is the process of bringing an unincorporated area into the City’s jurisdiction. Unincorporated areas include land where municipal services are provided by Los Angeles County. Glendora has completed many annexations since its incorporation.
As part of the City’s 2023-2025 Strategic Plan, the City Council included a program to “consider possible annexation of County islands within the City’s sphere of influence.” Staff has identified five remaining islands and seeks City Council direction on whether to initiate the annexation process. To facilitate the process, staff released an RFP in May 2024 for annexation consulting services and received a proposal from RSG (Attachment D).
LEGISLATIVE HISTORY / PREVIOUS ACTIONS
In California, local government boundary changes are overseen by the Local Agency Formation Commission (LAFCO). LAFCO agencies are established in each county and governed by the CorteseKnox-Hertzberg Local Government Reorganization Act of 2000 (Annexation Law). The Annexation Law delegates to each LAFCO the power to review and approve annexations.
As part of overseeing jurisdictional boundaries and considering applications for annexation, LAFCO creates a “sphere of influence” (SOI) to identify the probable physical boundaries and service areas of a ity. Glendora’s boundary and SOI map is included as Attachment A. Glendora has completed many annexations since its incorporation. Glendora’s most recent annexation was completed in 2013 and contained unincorporated sections of the former Monrovia Nursery.
In 1974, the City adopted Ordinance No. 1213 (Attachment B) which references pre-zone map 65-102 (Attachment C) to include unincorporated areas within Glendora’s SOI. Glendora’s pre-zone map anticipates the annexation of unincorporated areas and assigns a preliminary zoning designation. Prezoning has no regulatory effect until the property is annexed.
Item #20. Page 1
Meeting Date: 7/9/2024 / Packet Page #: 601
Staff Report Page 2 of 3
DISCUSSION
Annexation Application Process
An application for annexation may be filed by a petition of affected property owners or registered voters, or by resolution of a city. The steps involved to complete an annexation are detailed below:
Pre-application – Meet and communicate with LAFCO and Los Angeles County offices to establish requirements for the application process. The Annexation Law gives LAFCO broad authority to require information as part of the application. Typical application requirements include pre-zoning documentation, environmental documents, maps and legal descriptions of the proposed annexation, plans and studies for providing municipal services, a negotiated property tax exchange, and Regional Housing Needs Assessment (RHNA) transfers. Application – Once an application is submitted, LAFCO has 30 days to review for completeness.
LAFCO may request additional information. The City’s application must address a plan for providing municipal services to the annexed property. The plan must address the types of services, timing, and financing. The City is also required to negotiate allocation of property tax revenues with Los Angeles County. Once the application is accepted as complete, LAFCO will issue a certificate of filing and set the annexation for consideration within 90 days. LAFCO Review and Protest Proceedings – LAFCO may approve, deny, or conditionally approve an annexation. Within 30 days of approval, any person or affected agency may file a written protest requesting reconsideration of the proposed annexation. If between 25 and 50 percent of registered voters protest the annexation, an election may be ordered to decide the outcome. If more than 50 percent protest the annexation, the application is terminated. Island Annexations - Under a qualified “island annexation,” protest proceedings are waived.
LAFCO cannot deny an island annexation that is less than 150 acres in size and meets the criteria outlined under Government Code 56375.3(b). For example, a qualifying “island” must be entirely surrounded by the city. The “island annexation” provision of the Annexation Law is intended to streamline small annexations.
Glendora Islands
There are five unincorporated areas remaining within the City’s SOI (Attachment A). One large area (Area 1) is located north along Glendora Mountain Road and consists of largely undeveloped land within the Angeles National Forest. Four other areas are located in developed residential neighborhoods. Staff recently contacted LAFCO staff and received an initial review of these five areas as candidates for island annexation under Government Code 56375.3(b).
Area 1 (566.89 acres) – Located to the north along Glendora Mountain Road and consisting largely of undeveloped land within the Angeles National Forest. The unincorporated area along Big Dalton Road includes the “stone house” owned by the City of Glendora. Based on an initial review, the area DOES NOT meet the criteria for an island annexation. Area 2 (7.69 acres) – One rectangular parcel in the northeastern section of the City, accessible from Bluebird Road and surrounded by Glendora on all sides. Based on an initial review, the area DOES meet the criteria for an island annexation.
Area 3 (25 acres) – Located south of Route 66 and east of Barranca Avenue and developed with residential dwellings. Based on an initial review, this area DOES NOT meet all of the criteria for an island annexation. Specifically, the area is not entirely surrounded by the City of Glendora. The island includes land within the City of Azusa’s SOI. Staff has asked LAFCO to re-look at this location as the total amount of land within the City’s SOI is less than 150 acres in size. Area 4 (6 acres) – Bisecting Orangepath Street, east of Barranca Avenue and south of Bridwell Street, surrounded by Glendora on all sides. The area is developed with residential dwellings.
Item #20. Page 2
Meeting Date: 7/9/2024 / Packet Page #: 602
Staff Report Page 3 of 3
Based on an initial review, the area DOES meet the criteria for an island annexation. Area 5 (64.5 acres) – Located north and south of Sierra Madre Avenue in the northwestern section of the City. The area is developed with residential dwellings and surrounded by the Glendora on all sides. Based on an initial review, the area DOES meet the criteria for an island annexation.
This assessment noted above is preliminary. LAFCO and City staff have not discussed specific details of an application or applications to annex these islands. In addition, it is not determined whether a Municipal Services Review (MSR) is required. An MSR is a formal analysis of details related to providing municipal services for annexed areas. If staff receives direction to pursue annexation of one or all of these areas, these and other questions will be answered as part of the process. Annexation of the four areas listed above is anticipated to take approximately 12 months.
FISCAL IMPACT
This item is an overview of the annexation process. There is no fiscal impact associated with this report.
An annexation involves direct costs related to staff time, consulting services, and special studies, such as public outreach, as required. The estimated cost to complete annexation of the four identified areas is $100,000.
The annexation of unincorporated islands would generate additional property tax to the City and incur costs to provide municipal services. Should the City Council direct staff to move forward, analyzing and presenting these costs and revenues are part of the process.
ENVIRONMENTAL DETERMINATION
This item is not a “project” pursuant to the California Environmental Quality Act (CEQA).
Prepared By Jeff Kugel, Community Development Director
Concurs With Not Applicable
Reviewed By Jeff Kugel, Community Development Director
Certified to Availability of Funds Kyle Johnson, Finance Director/City Treasurer Approved By Adam Raymond, City Manager
Legal Review Danny Aleshire, City Attorney
CEQA Review Not Applicable
ATTACHMENTS:
A. Glendora Boundary and SOI Map
B. Ordinance No. 1213
C. Pre-Zone Map 65-102
D. RSG Proposal
E. PowerPoint
Item #20. Page 3
Meeting Date: 7/9/2024 / Packet Page #: 603
Glendora Unincorporated Territory Acreages
C:\Users\tmorris\Desktop\Miscellaneous Maps\Glendora Acreage March 7th 2024 March 7th, 2024
GLENDORA
CO
AZUSA
SAN DIMAS
COVINA
LA VERNE
Foothill Frwy
E Foothill Blvd
Glendora Ridge Mtwy Bluebird Rd
E Cienega Ave
S Grand Ave
State Route 39
E Route 66
Big Dalton Canyon Rd
W Arrow Hwy
S Glendora Ave
Glendora Mountain Rd
E Arrow Hwy
W Gladstone St
E Juanita Ave
Interstate 210
State Route 210
E 5th St
Route 210
W Foothill Blvd
N Pasadena Ave
N Walnut Ave
W 5th St
Johnstone Peak Tktr
E Sierra Madre Ave
Lower Monroe Rd
E 1st St
S Citrus Ave
S Azusa Ave
N Glendora Ave
E Palm Dr
E Ada Ave
E Alosta Ave
N Citrus Ave
W Allen Ave
W Bennett Ave
E Dalton Ave
E Baseline Rd
Country Club Dr
N Barranca Ave
N Cerritos Ave
S Valley Center Ave
Ferguson Mtwy
W 2nd St
W Leadora Ave Vosburg Dr
Rainbow Dr
E Mauna Loa Ave
W Baseline Rd
Verdugo Ave
Ghent St
E Leadora Ave
Valiant St
E 3rd St
E State Route 66
Petunia St
N Cataract Ave
Delay Ave
Palm Dr
S Concord Ln
Fox Glen Ave
W Laxford St
Camellia Wy
W Bridwell St
Rock Springs Wy
Prairie Dr
Steffen St
W Commercial St
W Nubia St
E Arrow Hwy
E Juanita Ave
E Arrow Hwy
566.89 Acres
64.5 Acres
7.69 Acres
25 Acres
6 Acres
Legend
Glendora
County Unincor.
Azusa
Covina
La Verne
San Dimas
Glendora SOI
0 0.5 1 0.25 Miles
1 3
4 5
2 Item #20. Page 4
Meeting Date: 7/9/2024 / Packet Page #: 604
ORDINANCE NO. 1213
"';· ·i ,;ru r.i1 If l ·,;;, 'l " " IX•j)�• 1 � :' �,. tr\ltiH'i ad � □-"""' "l ,, � r, ii El � ·, "� 11,;1.(ti· •• Zl',i l L
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF GLENDORA, COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, AMENDING SECTION 21.58.010 OF THE GLENDORA MUNICIPAL CODE--1967 BY AMENDING THE OFFICIAL ZONE MAP OF THE CITY OF GLENDORA BY THE ADOPTION OF ZONING MAP 74-101 AND AMENDING ORDINANCE NUMBER 982 OF THE CITY OF GLENDORA BY THE ADOPTION OF PREZONE MAP 74-102.
The City Council of the City of Glendora, California, does hereby ordain as follows:
SECTION 1: Section 21.58.010 of the Glendora Municipal Code--1967 is hereby amended to read as follows:
21.58.010 MAP ON FILE
The map on file in the Office of the Planning Department at the City Hall and identified in the official records of the City of Glendora as City of Glendora Zone Map, Official Map 54-1, is hereby amended by the adoption of Zoning Map 74-101 and Zoning Map 54-1 as am�nded by Zoning.
Map 74-101 shall be the Zoning Map of the City of Glendora reflecting the zone classification that pertains to all areas within the jurisdictional limits of the City of Glendora.
SECTION 2: The Zone Map referred to in Ordinance No. 982 and designated as Prezone Map 65-102 is hereby amended by the adoption of Prezone Map 74-102.
SECTION 3: The Mayor shall sign this Ordinance and the City Clerk shall attest and certify to the passage and adoption thereof and cause the same to be published at least once in the Glendora Press, a newspaper of general circulation, published by the City of Glendora and thirty days after its passage, the same shall take effect and be in force.
APPROVED AND ADOPTED this 23rd day of July, 1974.
APPROVED AS TO FORM:
$[ut.u:_c> {Y C:�z-'-,:1
City Attorney
(SEAL)
CITY OF GLENDORA
BY:
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Mayor Pro tern
Item #20. Page 5
Meeting Date: 7/9/2024 / Packet Page #: 605
Item #20. Page 6
Meeting Date: 7/9/2024 / Packet Page #: 606
Item #20. Page 7
Meeting Date: 7/9/2024 / Packet Page #: 607
PROPOSAL
CONSULTANT SERVICES FOR
ANNEXATION PROCEEDINGS WITH THE
LOCAL AGENCY FORMATION
COMMISSION
CITY OF GLENDORA
JUNE 5, 2024
Item #20. Page 8
Meeting Date: 7/9/2024 / Packet Page #: 608
CONTENTS
EXECUTIVE SUMMARY..........................................................................................................................1 ABOUT RSG............................................................................................................................................. 2 Mission Statement ..........................................................................................................................................................2 Core Values..........................................................................................................................................................................2 Work Experience..............................................................................................................................................................3 Annexation Studies ....................................................................................................................................................3 Municipal Service Reviews .....................................................................................................................................3 Incorporation Studies ...............................................................................................................................................4 Other Reorganizational Studies..........................................................................................................................4 Other Fiscal or Operational Studies..................................................................................................................4 STAFFING PLAN..................................................................................................................................... 6 Project and Team Management Practices .......................................................................................................6 PROJECT APPROACH .........................................................................................................................10 LAFCO Submittals .........................................................................................................................................................10 Engagement Best Practices....................................................................................................................................10 Scope of Services............................................................................................................................................................. 11 Task 1: Project Initiation........................................................................................................................................... 11 Task 2: Prepare LAFCO Submittals.................................................................................................................. 12 Task 3: Community Engagement and Meetings .................................................................................... 12 Tentative Project Schedule...................................................................................................................................... 13 REFERENCES.........................................................................................................................................14 Annexation Fiscal Impact Analyses – City of Martinez..............................................................................14 Four Cities Municipal Services Review – LA LAFCO....................................................................................14 FEE PROPOSAL.....................................................................................................................................15 RSG Billing Rates & Fee Schedule........................................................................................................................ 15 Item #20. Page 9
Meeting Date: 7/9/2024 / Packet Page #: 609
S A N D I E G O • L O S A N G E L E S • O A K L A N D
170 Eucalyptus Ave., Suite 200, Vista, CA 92084 714.541.4585 rsgsolutions.com June 5, 2024 Via QuestCDN
Jeff Kugel, Community Development Director
City of Glendora
116 E Foothill Boulevard
Glendora, CA 91741
PROPOSAL FOR CONSULTANT SERVICES FOR ANNEXATION PROCEEDINGS WITH LOCAL
AGENCY FORMATION COMMISSION
Dear Mr. Kugel:
In response to your Request for Proposals (“RFP”), RSG Inc. (“RSG”) is pleased to present this proposal for consulting services for Annexation Proceedings with the Local Agency Formation Commission (“LAFCO”) for the City of Glendora (“City”). RSG understands the City is interested in pursuing annexation of four areas within its Sphere of Influence (“SOI”) and is looking for assistance in conducting LAFCO annexation proceedings.
RSG has prepared annexation studies for the following clients in the last 2 years: Belmont, Citrus Heights, Martinez, and Huntington Beach, while also preparing the comprehensive fiscal analysis for incorporation of a new city (Mountain House) in San Joaquin County. We have prepared dozens of fiscal impact studies for development projects that often involve many of the same types of analyses projecting tax revenues and service costs as an annexation. We also have led engagement discussions on two economic development strategies, one nonprofit strategic plan, and infill development projects.
Additionally, RSG has worked extensively with LAFCOs throughout the state, including the Los Angeles LAFCO, for which we have prepared several MSRs and recently conducted outreach to evaluate the need for MSRs in the future.
RSG is proud to be an active member of the California Association of Local Agency Formation Commissions (“CALAFCO”), where I am honored to serve in the capacity as an Advisory member of their Legislative Committee. I have authority to bind RSG and am the responsible representative for RSG. Should you wish to discuss any of the information presented please contact me directly at [email protected] or by phone at (714) 316-2120.
Respectfully,
Jim Simon, Principal
Item #20. Page 10
Meeting Date: 7/9/2024 / Packet Page #: 610
1 EXECUTIVE SUMMARY
RSG provides a range of fiscal services to help government agencies become more effective with the resources they use to serve communities. We offer fiscal impact analyses, assistance in securing financing, annexation and incorporation studies, municipal service reviews, and community engagement services.
Our fiscal impact studies aim to provide clarity and insight to staff and decision-makers, helping under-resourced communities gain access to the resources needed for sustainability and quality of life.
We prepare municipal service reviews and sphere of influence updates, and evaluate reorganization, annexation, or incorporation proposals, providing independent analysis and recommendations.
Our community engagement experience includes facilitating public discussions, designing strategic plans, working with diverse groups, and presenting complex information to facilitate informed decision-making.
With our expertise in tax increment financing and a strong foundation in community engagement, we assist clients in achieving their goals through insightful processes that value the community's expertise.
Item #20. Page 11
Meeting Date: 7/9/2024 / Packet Page #: 611
2 ABOUT RSG
RSG is a California-based, Subchapter “S” Corporation. Founded in 1979, the firm is currently managed by active Principals Jim Simon and Tara Matthews. Our corporate address is 170 Eucalyptus Ave., Suite 200, Vista, CA 92084, and we have three hubs in California (San Diego, Los Angeles, and Oakland) where we collaborate periodically as a team to accommodate the needs of our clients and growing firm.
RSG is a creatively charged consultant to California public agencies. We collaborate with the people responsible for creating vibrant places to accomplish their goals. The inspired leaders at RSG create stronger communities capable of achieving bolder futures by bringing more than four decades of native knowledge to each engagement. As diverse as the agencies we work with, our services span real estate, economic development, fiscal health, and housing initiatives.
RSG’s federal taxpayer identification number is 95-343-5849 and state taxpayer identification number is 27600915. RSG is also a State certified Small Business Enterprise (SBE - 2006876 DGS).
MISSION STATEMENT
RSG creates solutions to enhance communities’ physical, economic, and social future.
CORE VALUES
Our core values define who we are as people and the standards by which we provide services to our clients.
Item #20. Page 12
Meeting Date: 7/9/2024 / Packet Page #: 612
3 WORK EXPERIENCE
ANNEXATION STUDIES
City of Citrus Heights (Sacramento Co.)
Sphere of Influence Annexation Study (Completed 2023)
City of Martinez (Contra Costa Co.)
Sphere of Influence Annexation Study (Completed 2021, Updated 2023) Alhambra Valley / North Pacheco Annexation Study (Completed 2015) City of Belmont (San Mateo Co.)
Eastern Harbor Bl Annexation Strategy (Underway)
601 Harbor Bl Annexation (Completed 2023)
608 Harbor Bl Annexation (Completed 2023)
Old County Rd/Harbor Bl Annexation (Completed 2021)
1304 Elmer Street Annexation (Completed 2018)
City of Huntington Beach (Orange Co.)
Bolsa Chica Annexation Study (Completed 2009, Updated 2013, Updated 2022) City of San Carlos (San Mateo Co.)
252 Club Drive Annexation (Completed 2020)
Hyde Park Estates Annexation (Completed 2019)
Cranfield Annexation (Completed 2015)
Desert Healthcare District (Riverside Co.)
AB 2414 Annexation Fiscal Analysis (Completed 2017)
Berger Foundation / Cathedral City (Riverside Co.)
SOI Expansion and Annexation Fiscal Analysis (Completed 2013)
MUNICIPAL SERVICE REVIEWS
Alameda LAFCO
Community Services MSR Update (Underway)
Sonoma LAFCO
City of Santa Rosa MSR and SOI Update (Completed 2024)
Orange LAFCO
Central Region MSR Update (Underway)
Item #20. Page 13
Meeting Date: 7/9/2024 / Packet Page #: 613
4 Southwest Region MSR Update (Completed 2023)
West Region MSR Update (Completed 2023)
Siskiyou LAFCO
Fire Services MSR Update – in conjunction with Planwest Partners (Underway) Riverside LAFCO
28 City MSR and SOI Update (Completed 2022)
Los Angeles LAFCO
Bell, Maywood, South El Monte, and Vernon MSRs and SOI Review (Underway) La Mirada and Whittier MSR and SOI Update (Completed 2021) Consolidated Fire Protection District MSR and SOI Update (Completed 2020) Yolo LAFCO
Water Districts MSR and SOI Update (Completed 2013)
INCORPORATION STUDIES
San Joaquin LAFCO
Comprehensive Fiscal Analysis – Mountain House Incorporation (Completed 2023) Malaga County Water District / Malaga (Fresno Co.)
Initial Fiscal Analysis – Malaga Incorporation (Completed 2018) Placer LAFCO
Comprehensive Fiscal Analysis – Olympic Valley Incorporation (Completed 2015) San Bernardino LAFCO
Rim Communities Incorporation Feasibility Study (Completed 2015)
OTHER REORGANIZATIONAL STUDIES
City of Portola / Local Emergency Services Study Group (Plumas Co.) Portola/East Plumas Fire Protection Reorganization (Completed 2022, with Planwest Partners)
County of San Bernardino
CSA 79 Reorganization Fiscal Analysis (Completed 2018, Updated in 2022) City of Nevada City (Nevada Co.)
SOI Update and Annexation Plan (Completed 2017)
OTHER FISCAL OR OPERATIONAL STUDIES
Item #20. Page 14
Meeting Date: 7/9/2024 / Packet Page #: 614
5 March Joint Powers Authority (Riverside Co.)
JPA Sunsetting Services (Underway)
CALAFCO
Update Map of Statewide Disadvantaged Unincorporated Communities (Completed 2022) Riverside LAFCO
Update Map of Statewide Disadvantaged Unincorporated Communities (Completed 2021) City of Carlsbad (San Diego Co.)
Custodial Service Level Study (Completed 2020)
Public Works Paint Shop Cost Benefits Analysis (Completed 2016) Public Works Department Lines of Business Operational Study (Completed 2013) Street & Signal Maintenance Division Business Plan (Completed 2011) City of Irwindale (Los Angeles Co.)
General Fund Fiscal Plan and Sustainability Model (Completed 2018) City of South Gate (Los Angeles Co.)
Housing Division Efficiency Study (Completed 2021)
Item #20. Page 15
Meeting Date: 7/9/2024 / Packet Page #: 615
6 STAFFING PLAN
Jim Simon, Principal, would lead the team for this engagement and is the main point of contact. Mr. Simon would be assisted by RSG staff member Carol Ieromnimon, Associate and an alternate responsible representative should Mr. Simon be unable to continue with the project. Additional RSG staff will be assigned support roles as needed. Resumes of consulting staff assigned to this engagement are on the following pages.
RSG will be subcontracting the legal description and mapping services to Sikand Engineering Associates. Sikand has extensive professional experience with municipalities, and has provided civil engineering, land planning, and surveying services for over six decades. Sikand has worked with LA LAFCO on numerous other annexation applications and has experience with the LAFCO annexation process. Sikand’s team will be led by Mark Sikand.
PROJECT AND TEAM MANAGEMENT PRACTICES
RSG is proud that our clients see us as trusted advisors, providing decision makers with essential data and relevant guidance throughout a project. To accomplish this expectation, we dedicate a Principal and a core group of staff to each assignment, ensuring consistency throughout the engagement. Our staff is focused, passionate, and conducts work around our Core Values. We excel at allocating time and resources to complete projects on time and within budget.
Item #20. Page 16
Meeting Date: 7/9/2024 / Packet Page #: 616
JIM SIMON Principal & President
714.316.2120
[email protected]
rsgsolutions.com | San Diego • Los Angeles • Oakland | 714.541.4585
PROFILE
“With determination and
imagination, I serve myself and
others to discover our capacity
for what is possible by
designing solutions for a
complex world so we can
cherish and nurture our
communities.”
OUT & ABOUT
CALED 40 at 40 Honoree for
contributions to California Economic
Development
Co-Chair, CALED EDFRE Technical
Committee
Member, CALAFCO Legislative
Committee
“Business Retention and Attraction” –
Advanced Certification Program
Instructor (CALED)
“Community Economic Development”
– Keys Program
Housing California
Southern California Association of
Non-Profit Housing (SCANPH)
California Association of Local Housing
Finance Agencies (Cal-ALHFA)
San Diego Housing Federation (SDHF)
California Association of Local Agency
Formation Commissions (CALAFCO)
ABOUT JIM
Inspired to improve the Golden State in his work, Jim delivers intelligence, innovation, and passion to projects requiring his unparalleled expertise in fiscal health, real estate, and economic development. For over 30 years, Jim is proud to have led projects that have resulted in the investment of over $10 billion in private and public capital, transforming cities and communities across California. As President of RSG, Jim is helping to shape the next generation of the firm’s legacy - leading RSG’s team of inspired, creative, and insightful consultants that serve over 100 communities each year.
EDUCATION
Jim joined RSG in 1991 and has served as a Principal and shareholder since 2001. He received a BA in Business Administration with a concentration in entrepreneurial management from California State University, Fullerton. In 2014, Jim was selected as an Advisory Board member of the California Association for Local Economic Development, where he serves as Co-Chair of CALED’s Economic Development, Real Estate and Finance technical committee. Jim is also an Advisory member of the Legislative Committee for the California Association of LAFCOs (CALAFCO), and active in other professional organizations including NAIOP, ICSC, NPH, and SCANPH.
RECENT ENGAGEMENTS
Prepared fiscal impact analysis for several annexations proposals within city SOIs, including Martinez, San Carlos, Huntington Beach, and Belmont.
Oversaw the Comprehensive Fiscal Analysis and led the Cityhood Incorporation Resident Workshop for the Town of Mountain House for San Joaquin LAFCO, who unanimously approved the incorporation application to advance it to the voters, who then approved in March 2024.
Served as engagement manager for the incorporation comprehensive fiscal analysis (Olympic Valley, Placer County) in which RSG’s work withstood substantial public scrutiny, including DOF review.
Prepared the 2020 Municipal Services Review and SOI Update for the Consolidated Fire Protection District of Los Angeles County, the largest special district in California, for LA LAFCO.
Led the preparation of a MSR for the 28 cities in Riverside County, provided MSR and SOI updates for 13 cities and 12 special districts for Orange County LAFCO, and provided MSR and SOI updates for 4 cities for LA LAFCO.
Item #20. Page 17
Meeting Date: 7/9/2024 / Packet Page #: 617
CAROL IEROMNIMON Associate
714.316.2197
[email protected]
rsgsolutions.com | San Diego • Los Angeles • Oakland | 714.541.4585
PROFILE
“I find success in helping
others find success. Creating
meaningful relationships and
collaborating with others to
achieve a goal is where most of
my passion lies. By applying
my skillsets and experience to
my role with RSG, I hope to
further enhance communities
and empower others.”
OUT & ABOUT
Member, CALAFCO Legislative
Committee
Housing California
Southern California Association
of Non-Profit Housing
(SCANPH)
California Association of Local
Housing Finance Agencies (CalALHFA)
San Diego Housing Federation
(SDHF)
California Association of Local
Agency Formation
Commissions (CALAFCO)
ABOUT CAROL
Carol joined the RSG team in 2024 and brought with her a background in local government and economic development. Her experience in the intricacies of municipal boundary adjustments, research and analysis, grant administration, underwriting, public speaking as well as project management empowers her to further facilitate the efficient growth and prosperity of communities across the state. Her passion in creating meaningful relationships and making a difference in the communities she serves propels her to deliver results, provide solutions, and embrace new challenges.
EDUCATION
Carol holds a Bachelor of Science Degree in Sociology from the University of California, Riverside as well as a Master’s Degree in Public Administration from California State University, Long Beach. Carol served as an Advisory Member to the SANDAG Communities Working Group between 2023-2024 and is currently an Advisory Member of the Legislative Committee for the California Association of LAFCOs (CALAFCO).
RECENT ENGAGEMENTS
Assisted with the review of fiscal impacts associated with proposed residential development for communities in the City of Costa Mesa and neighborhood of Orangethorpe.
Pre-RSG: Conducted multiple protest proceedings involving conditionally approved jurisdictional boundary changes for local agencies within San Diego County.
Pre-RSG: Served as Moderator and Team Lead for two CALAFCO Conferences and Staff Workshops which included preparing session topics and facilitating presentations.
Pre-RSG: Managed several jurisdictional boundary changes to various special districts and cities in San Diego County. Most notably, the dissolution of County Service Area No. 69 and Borrego Springs Fire Protection District.
Pre-RSG: Coordinated and revised San Diego LAFCOs local policy governing out-ofagency service agreement and contracts as codified under Government Code Section 56133.
Item #20. Page 18
Meeting Date: 7/9/2024 / Packet Page #: 618
SIKAND
Engineering
Planning
Surveying
Mark R. Sikand, PE
Chief Executive Officer
Over forty (40) years of professional experience.
EDUCATION: B.S., Civil Engineering, University of Southern California
REGISTRATION: Registered Civil Engineer, California No. 35453 AFFILIATIONS: Member of American Society of Civil Engineer President of Los Angeles County Foundation of Civil Engineers and Land Surveyors Former Board Member
Consulting Engineers and Land Surveyors of California Member of Chi Epsilon EXPERIENCE: Mr. Sikand has been with Sikand since March of 1984. As President and Chief Executive Officer, Mr. Sikand’s responsibilities include managing the day to day operations of the firm.
Among his other responsibilities is the scheduling of work through the office and supervision of the design team, and also coordination with the client, agencies, and outside consultants to assure satisfactory completion of work on time and with the projects budget.
Prior to joining Sikand, Mr. Sikand was with the Los Angeles County Flood Control District. His responsibilities included implementation of flood control floodway programs and project management for flood control projects with contract costs totaling several hundred thousand dollars.
BOARD FOR PROFESSIONAL ENGINEERS, LAND SURVEYORS, AND GEOLOGISTS Item #20. Page 19
Meeting Date: 7/9/2024 / Packet Page #: 619
10 PROJECT APPROACH
Pursuant to the RFP released by the Community Development Department, RSG understands the City is seeking assistance with LAFCO proceedings and community outreach necessary to annex four unincorporated areas within the City’s SOI. This would include preparation of the required LAFCO and CEQA materials and participation in any LAFCO meetings. The consultant would also help the City negotiate property tax and RHNA transfers between Los Angeles County and the City upon annexation.
The consultant would also assist the City with community outreach to residents in the four unincorporated areas. Community outreach is a key element of annexation, and it is important the City be intentional and transparent about the impacts of annexation on residents.
LAFCO SUBMITTALS
RSG would assist the City with LAFCO proceedings to move forward with annexation of the four areas. Pursuant to Government Code Section 56375.3, small island annexations of areas less than 150 acres shall be approved by the Commission and protest proceedings shall be waived. Three of the areas qualify as small islands, while the area bisected by East Mauna Loa Avenue does not qualify as a small island (as it is not entirely surrounded by the City’s sphere of influence).
RSG has reviewed the Los Angeles LAFCO application and has identified the following as needs for the complete application:
• Resolution from City Council to initiate proceedings before LAFCO • Application form
• Geographic description
• Maps
• Radius map and corresponding mailing labels
• Any applicable fees
• Environmental documents
• Pre-zoning ordinance
• List of limiting addresses
There may be additional documents that are required as the City initiates the annexation application proceedings. RSG will assist with any and all documents related to the LAFCO proceedings.
ENGAGEMENT BEST PRACTICES
The size and nature of the study area affects not only the budget for community outreach, but also impacts the type and extent of outreach activities. Engagement with the business community is very different from residents, and the extent and type of work needed around languages (translation at a single meeting versus separate meetings in different languages) is often dictated by the size of the respective populations among other factors.
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Meeting Date: 7/9/2024 / Packet Page #: 620
11 We used ESRI Business Analyst Online to extract 2023 demographics for each of the four component areas of the study area and prepared a brief comparison to the City limits, as shown in the summary table below:
Figure 1: ESRI Business Analyst Study Area Profiles, 2023 Data Area Population % Spanish
Speaking
Median HH
Income
Businesses
Area 2 – Bluebird Road 4 Data not
available
Data not
available
0 Area 3 – E Mauna Loa Ave 326 25% $82,1501 0
Area 4 – Orangepath St 61 16% $85,792 1
Area 5 – Sierra Madre 243 13% $168,794 3
City Limits 51,885 16% $106,328 2,324
Based on this data, we note the areas have similar levels of Spanish speaking households to the City of Glendora and very few businesses. These study areas are also relatively small and in close proximity to the City; it is reasonable to anticipate that many of the residents in these outlying areas may shop, attend schools, and participate in activities in Glendora already. It appears some portions of the East Mauna Loa area may be part of a LAFCO-designated disadvantaged unincorporated community based on information from LA LAFCO.
RSG would deliver a community engagement plan which includes informational materials for property owners in the four annexation areas. We have also anticipated two (2) in-person stakeholder engagement meetings and one (1) in-person City Council meeting in this budget.
SCOPE OF SERVICES
Details of our scope of services are provided below:
TASK 1: PROJECT INITIATION
1. Kickoff Meeting: RSG would initiate work upon receipt of a contract and notice to proceed. We propose a virtual kickoff meeting for which we would prepare an agenda, review any studies that have been previously prepared on annexation, and develop a request for information from the City. The meeting would be attended by the entire RSG team for optimal efficiency and understanding of the client’s goals and objectives. 1 Los Angeles LAFCO has disadvantaged unincorporated communities (“DUC”) information on its website, including maps. It appears at least one portion of this area may be within a DUC. We would recommend conferring with LAFCO to confirm DUC boundaries to ensure that the study appropriately addresses how the City should be evaluating annexation.
Item #20. Page 21
Meeting Date: 7/9/2024 / Packet Page #: 621
12 At the conclusion of the meeting, RSG would circulate a list of actions and agreements, and commence assembly of other information needed to prepare the LAFCO submittals. RSG’s project manager would provide the client regular updates on our progress, issues encountered (when/if they arise), and a milestone schedule for the client’s information.
TASK 2: PREPARE LAFCO SUBMITTALS
2. Data Compilation: RSG would request information from the City, County, and LAFCO necessary to prepare the LAFCO submittals. This would include GIS, land use/ownership, and public infrastructure and facility data. RSG would work closely with City staff to ensure an easy and efficient process that does not burden staff to the extent possible.
3. Prepare Required LAFCO Submittals: Based on information collected above, RSG would fill out LAFCO forms, including the annexation initiation resolution, and annexation application. Sikand Engineering will prepare the legal descriptions and maps in compliance with LAFCO and SBE requirements.
RSG has met with a CEQA consultant who believes this project would qualify for a categorical exemption under CEQA. RSG will prepare the Notice of Exemption for review by City and LAFCO staff and will file the Notice with the County Recorder.
4. Circulate CEQA and LAFCO Documents to Client for Review: A draft of our CEQA and LAFCO submittal documents would be transmitted to the client for review. Upon approval from the City, RSG would transmit the documents to LAFCO. LAFCO would then have 30 days to review the application and determine that it is either complete for processing or to notify the City that it is not complete. RSG would make adjustments as needed after LAFCO’s review.
TASK 3: COMMUNITY ENGAGEMENT AND MEETINGS
5. Meetings and Presentations: For purposes of this proposal, we anticipate two (2) public workshops, both of which would occur in-person in Glendora. Additional meetings if requested by the client would be charged on a time and materials basis.
6. We believe two workshops should be sufficient to provide a forum to inform stakeholders (which may include not only annexation area representatives but residents and property owners of the City itself) about what they can expect during the annexation process and after annexation proceedings are finished.
RSG will prepare handouts that provide basic information about what annexation is, how it works, and the impacts on residents, businesses, and taxes prior to the workshop.
We would also suggest an informative presentation regarding the reason(s) why the City is pursuing annexation at this time – preferably coming from City staff and not consultants – followed by appropriate information on how annexation will work.
As mentioned earlier, residents may already feel they are part of Glendora regardless of what the political boundaries of the city may be. They likely participate in the economy Item #20. Page 22
Meeting Date: 7/9/2024 / Packet Page #: 622
13 by shopping in local stores and patronizing other Glendora businesses, and as a result may have questions about how services may be impacted by annexation.
Depending on the interests of the affected communities and staff at the City, the workshop could also lead to breakout tables or charrette style discussions on specific topics. For an annexation, this type of activity is generally rare, but we have experience doing these types of events for other topics and can adapt that here if appropriate.
TENTATIVE PROJECT SCHEDULE
Below, RSG has prepared a tentative schedule for completion of the scope of work. The timeline assumes expeditious contract approval and execution by July 9, 2024, as well as reasonable timeframes for agency response to requests for information and interviews.
Milestone Month
Contract Approval July 2024
Project Kickoff with Client July 2024
Preparation of LAFCO Submittals July – September
2024
Review of LAFCO Submittals September 2024
Final LAFCO Documents Completed October 2024
Public Workshops (2) October –
November 2024
City Council Presentation December 2024
If awarded the contract, RSG would update the schedule in consultation with the City and discuss at the kickoff meeting.
Item #20. Page 23
Meeting Date: 7/9/2024 / Packet Page #: 623
14 REFERENCES
The projects below demonstrate RSG’s recent experience comparable to the services requested in this RFP. We encourage you to contact our references or follow up with additional questions.
ANNEXATION FISCAL IMPACT ANALYSES – CITY OF MARTINEZ
RSG finalized an update and expansion of a prior annexation study for the City of Martinez in 2023. The study evaluates the majority of the City’s SOI consisting of four separate study areas within unincorporated Contra Costa County. Due to an unfavorable master property tax exchange agreement, annexation has been impeded previously and the City sought to see if circumstances had changed materially with the ongoing update. RSG studied several different property tax sharing scenarios to understand different annexation scenarios. RSG’s projection considered the effect of city service standards into the SOI and the overall implications on the City’s General Fund.
CONTACT: Michael Chandler, City Manager
ADDRESS: 525 Heniretta St, Martinez, CA 94553
EMAIL: [email protected]
PHONE: (925) 372-3517
FOUR CITIES MUNICIPAL SERVICES REVIEW – LA LAFCO
RSG was retained in 2022 by the Local Agency Formation Commission for the County of Los Angeles to provide Municipal Service Review and Sphere of Influence updates for the cities of Bell, Maywood, South El Monte, and Vernon. Our work has also included interviewing the four cities to understand service challenges and opportunities and analyzing budget and audit data to make determinations about fiscal health. The LA LAFCO Commission adopted the MSR and SOI updates in August 2023.
CONTACT: Paul Novak, Executive Officer
ADDRESS: 80 South Lake Avenue, Pasadena, CA, 91101
EMAIL: [email protected]
PHONE: (626) 204-6500
Item #20. Page 24
Meeting Date: 7/9/2024 / Packet Page #: 624
Annexation of Unincorporated Areas within the
City of Glendora’s Sphere of Influence
Community Development Department
City Council
July 9, 2024
Jeff Kugel, Community Development Director CityOfGlendora.org Item #20. Page 25
Meeting Date: 7/9/2024 / Packet Page #: 625
REPORT SUMMARY
• City Council 2023-2025 Strategic Plan Goal: “consider possible annexation of County islands withing the City’s sphere of influence • LA County Local Agency Formation Commission (LAFCO)
• Overview of five unincorporated areas in Glendora
• Annexation Process
• Request direction from City Council
Item #20. Page 26
Meeting Date: 7/9/2024 / Packet Page #: 626
• Cortese-Knox-Hertzberg Local Government Reorganization Act of 2000 • Sphere of Influence (SOI)
• Pre-zoning and Glendora Annexations
• Annexations may be initiated by a petition of affected property owners, registered voters, or a resolution by the City.
LAFCO AND ANNEXATIONS Item #20. Page 27
Meeting Date: 7/9/2024 / Packet Page #: 627
Item #20. Page 28
Meeting Date: 7/9/2024 / Packet Page #: 628
AREA 1 AND 2 Item #20. Page 29
Meeting Date: 7/9/2024 / Packet Page #: 629
AREA 3 AND 4 Item #20. Page 30
Meeting Date: 7/9/2024 / Packet Page #: 630
AREA 5 Item #20. Page 31
Meeting Date: 7/9/2024 / Packet Page #: 631
• Pre-application – Meet with LAFCO & County regarding application requirements
• Application – 30-day review. Once deemed complete, LAFCO will set a date for hearing within 90 days.
• LAFCO Review and Protest Proceedings – Within 30 days of approval, written protests may be submitted. May result in termination of the application, or a vote.
• “Island Annexations” – If 150 acres or less, and meeting other criteria, protest proceedings are waived.
ANNEXATION APPLICATION PROCESS Item #20. Page 32
Meeting Date: 7/9/2024 / Packet Page #: 632
• Pre-zoning documentation
• Plans to provide municipal services
• Maps and legal descriptions
• Negotiated property tax exchange with LA County
• Regional Housing Needs Assessment (RHNA) transfers
ANNEXATION APPLICATION CONTENT Item #20. Page 33
Meeting Date: 7/9/2024 / Packet Page #: 633
• Consulting services and Application Estimate = $100,000 • Additional property tax revenue
• Additional municipal services costs
• More efficient and effective delivery of municipal services to the remaining unincorporated areas
FISCAL IMPACT Item #20. Page 34
Meeting Date: 7/9/2024 / Packet Page #: 634
That the City Council:
1. Provide direction regarding the annexation of unincorporated areas within the City’s sphere of influence
RECOMMENDATION Item #20. Page 35
Meeting Date: 7/9/2024 / Packet Page #: 635