AGENDA
GROVER BEACH CITY COUNCIL
GROVER BEACH CITY HALL - COUNCIL CHAMBER
154 SOUTH EIGHTH STREET
GROVER BEACH, CALIFORNIA
MONDAY, JUNE 26, 2023, 6:00 PM
Next Resolution No .23-19
Next Ordinance No. 23-02
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in a City meeting, please contact the City Clerk's Office (805-473-4567) at least 48 hours prior to the meeting to ensure that reasonable arrangements can be made to provide accessibility to the meeting.
CALL TO ORDER
CALL TO ORDER
FLAG SALUTE
ROLL CALL Council Members Daniel Rushing, Clint Weirick, Zach Zimmerman, Mayor Pro Tem Robert Robert, and Mayor Karen Bright
CLOSED SESSION ANNOUNCEMENTS
AGENDA REVIEW
At this time the City Council will review the order of business to be conducted and receive requests for, or make announcements regarding, any change(s) in the order of the day. The Council should by motion adopt the agenda as presented or as revised.
CEREMONIAL CALENDAR
1. Proclamation to Parks and Recreation Program Director Kathy Petker
2. Proclamation for National Parks & Recreation Month
PRESENTATIONS
None
Meetings can be viewed on Channel 20 and are live streamed on the City’s website via www.slospan.org. Members of the public who cannot attend the meeting in person may provide public comment during the meeting by calling (805) 321-6639 to provide public comment via phone (the phone line will open just prior to the start of the meeting at 6:00 PM) or written public comments can be submitted via email to [email protected] prior to the Council meeting. If submitting written comments in advance of the meeting, please note the agenda item. Written comments will be read out loud during the City Council meeting on the appropriate agenda item subject to the customary 3-minute time limit.
Agenda: Grover Beach City Council Meeting Page 2
Monday, June 26, 2023
PUBLIC COMMUNICATIONS
During this time, the Council will allow up to 15 minutes for Public Communication with additional communication, if necessary, allowed after the Regular Business Items. Any member of the public may address the Council for a period not to exceed three minutes total on any item of interest within the jurisdiction of this Council. The Council will listen to all communications; however, in compliance with the Brown Act, the Council cannot act on items not on the agenda.
CONSENT AGENDA
The following routine items listed below are scheduled for consideration as a group. Recommendations for each item are noted in parentheses. Members of the audience may speak on any item(s) listed on the Consent Agenda. Any Council Member, the City Attorney, or the City Manager may request that an item be withdrawn from the Consent Agenda to allow for full discussion. Items withdrawn from the Consent Agenda will be heard after the rest of the Consent Agenda is approved.
3. Treasurer’s Report for the Period May 1, through May 31, 2023 (Recommended Action: Approve the Treasurer’s Report as submitted.)
VOICE VOTE
4. Treasurer’s Report for the 2022 Streets Bond Account - $10,000,000 for the Period May 1, through May 31, 2023.
(Recommended Action: Approve the Treasurer’s Report as submitted.)
VOICE VOTE
5. Minutes of the City Council Meeting on Monday, June 12, 2023. (Recommended Action: Approve the minutes as submitted or revised.)
VOICE VOTE
6. Adoption of FY 2023-25 Budget and FY 2023-25 Capital Improvement Program – Administrative Services Director Purcell
(Recommended Action: Adopt Resolutions to adopt the FY 2023-25 budget and FY 2023-28 Capital Improvement Program, set the FY 2023-24 Appropriations Limit from Tax Proceeds, and establish authorized positions in departments for FY 2023-25.)
ROLL CALL VOTE
7. Annual Approval of the City of Grover Beach Investment Policy – Finance Manager Zarate
(Recommended Action: Review and Approve the City of Grover Beach Investment Policy.)
ROLL CALL VOTE
8. Award of Contract for Citywide Communications Services – Deputy City Manager Eriksson
(Recommended Action: Approve an agreement with Tripepi Smith and Associates, Inc. for an initial one-year term, with two possible one-year extensions for Citywide Communications Services.)
ROLL CALL VOTE
9. Authorization to Establish and Set the Salary Schedule for the Public Works Superintendent Job Classification – Management Analyst/Human Resources Mattocks (Recommended Action: Adopt the Resolution to establish the Public Works Superintendent job classification and amend the Classification and Compensation Plan to set the salary schedule for the position.)
ROLL CALL VOTE
Agenda: Grover Beach City Council Meeting Page 3
Monday, June 26, 2023
10. Resolution Authorizing the Display of Specified Commemorative Flags – Deputy City Manager Eriksson
(Recommended Action: Adopt a Resolution authorizing the display of commemorative flags honoring the Coast Guard, Air Force, Navy and Space Force flags on the dates of their inception.)
ROLL CALL VOTE
11. Award of Construction Contract for CIP 3002 – Corporation Yard Repaving Project – Public Works Director/City Engineer Ray and Assistant Engineer Garcia (Recommended Action: Award the Contract for Construction for CIP 3002 – Corporation Yard Repaving Project to Toste Grading & Paving, Inc. in the amount of $104,700; authorize the City Manager to sign and affirm contract change orders up to $20,000; and authorize the Mayor to execute the contract on behalf of the City.)
ROLL CALL VOTE
12. Appointments to the Planning Commission – City Clerk Sims (Recommended Action: Confirm and approve Mayor Bright’s recommendations and adopt the Resolution to 1.) Appoint David Swift to a four-year term of office, scheduled to expire on May 31, 2027; 2.) Appoint Maia Hoffman to fill the remainder of the four-year term of office, scheduled to expire on May 31, 2024. Upon adoption of the Resolution, it is further recommended that Planning Commissioners Swift and Hoffman be introduced to the City Council and members of the audience.)
ROLL CALL VOTE
13. Appointment to the Parks, Recreation, and Beautification Commission – City Clerk Sims
(Recommended Action: Confirm and approve Mayor Bright’s recommendations and adopt the Resolution to appoint C.J. Vigil to fill the vacant four-year seat which will expire on May 31, 2027. Upon adoption of the Resolution, it is further recommended that Parks, Recreation, and Beautification Commissioner Vigil be introduced to the City Council and members of the audience.)
ROLL CALL VOTE
PUBLIC HEARING
None
REGULAR BUSINESS
14. Policy Direction on General Plan Circulation Element Update – Community Development Director Martin and Senior Planner Castillo (Recommended Action: Received an overview of the General Plan Circulation Element and the upcoming process to update the Element and provide policy direction to staff.)
15. West Grand Avenue Streetscape 4
th-8th Street (CIP 2287) Project Update – Public
Works Director/City Engineer Ray and CIP Manager Wiggin (Recommended Action: Review final draft plans for the West Grand Avenue Streetscape Project (CIP 2287) and provide direction to staff.) Agenda: Grover Beach City Council Meeting Page 4
Monday, June 26, 2023
PUBLIC COMMUNICATIONS
Any member of the public may address the Council for a period not to exceed three minutes total on any item of interest within the jurisdiction of this Council. The Council will listen to all communications; however, in compliance with the Brown Act, the Council cannot act on items not on the agenda.
COUNCIL COMMITTEE REPORTS
This item gives the Mayor and Council Members the opportunity to present reports to the other members regarding committees, commissions, boards, or special projects on which they may be participating.
Air Pollution Control District (APCD) Karen Bright (Alt: Robert Robert) Central Coast Blue Regional Recycled Water Authority Karen Bright (Alt: Daniel Rushing) (CCBRRWA)
South SLO County Sanitation District (SSLOCSD) Karen Bright (Alt: Clint Weirick) Integrated Waste Management Authority (IWMA) Robert Robert (Alt: Daniel Rushing) Five Cities Fire Joint Powers Authority Daniel Rushing (Alt: Clint Weirick) SLO Council of Governments / SLO Regional Transit Authority Daniel Rushing (Alt: Karen Bright) (SLOCOG / SLORTA)
South County Transit Committee Daniel Rushing (Alt: Karen Bright) Zone Three Advisory Committee Daniel Rushing (Alt: Karen Bright) Homeless Services Oversight Council (HSOC) Clint Weirick (Alt: Zach Zimmerman) SLO County Water Resources Advisory Committee (WRAC) Clint Weirick (Alt: Robert Robert) REACH Zach Zimmerman (Alt: Robert Robert)
South County Chambers of Commerce Zach Zimmerman (Alt: Daniel Rushing) Visit SLO CAL Advisory Committee Zach Zimmerman (Alt: Robert Robert)
COUNCIL COMMUNICATIONS
This item gives individual Council Members the opportunity to seek consensus for scheduling a specific item on a future agenda, authorizing staff time to provide background information and prepare a staff report for a future agenda, or to comment on Council business, City operations, projects or other items of community interest.
CITY MANAGER’S REPORTS AND COMMENTS
CITY ATTORNEY’S REPORTS AND COMMENTS
CLOSED SESSION
None
ADJOURNMENT
* * * * *
Per Resolution No. 17-21, the public portion of City Council meetings will be scheduled to start at 6:00 p.m. and conclude no later than 11:00 p.m. Any open session items remaining on the agenda at 11:00 p.m. that have not been discussed or considered by the City Council will be continued to an adjourned meeting of the City Council (scheduled before the next regular meeting). However, the City Council may choose to continue the meeting past 11:00 p.m. upon a proper motion and a 4/5ths vote in favor of such an action. * * * * *
Agenda: Grover Beach City Council Meeting Page 5
Monday, June 26, 2023
Staff reports or other written materials relating to each item of business referred to on this agenda are available from the City website www.groverbeach.org and on file in the City Clerk’s Office. A public counter copy is available for public inspection and reproduction during normal business hours at City Hall, 154 South 8th Street, Grover Beach, CA. Related materials submitted after distribution of the agenda packet are available in the City Clerk's Office during normal business hours. If you have questions regarding any agenda item, please contact the appropriate City Department. Any writings or documents regarding any item on this agenda, not exempt from public disclosure, provided to a majority of the City Council and distributed subsequent to distribution of the agenda packet will be made available for public inspection in the City Clerk’s Office during normal business hours.
* * * * *
Note: This agenda was prepared and posted pursuant to Government Code Section 54954.2. This agenda is subject to amendment up to 72 hours prior to the date and time set for the meeting. Please refer to the agenda posted at City Hall for any revisions or call the City Clerk’s Office at (805) 473-4567 for more information.
* * * * *
The agenda and staff reports are also available on the City’s website: www.groverbeach.org
CITY OF GROVER BEACH
POLICIES AND PROCEDURES FOR CONDUCT AND DECORUM AT COUNCIL MEETINGS (Pursuant to Resolution No. 07-44, adopted 04-16-07, revised 02-18-2020) The City Council and staff welcomes and encourages civic participation and debate on issues. The Council values the public’s opinion and in every Council meeting invite and encourages the public to address the Council on any matter of interest. The Council adopted these policies and procedures for appropriate conduct and decorum at Council meetings and establish guidance for public participation during Council meetings.
These policies will foster and provide greater clarity to preserve the intent of open government and maintain a positive environment for public input and City Council decision-making.
1.0 DECORUM AND ORDER – IN GENERAL
1.1 The presiding officer is responsible for the maintenance of order and decorum at all times.
1.2 The presiding officer shall determine all points of order subject to the right of any Council member to appeal to the City Council by majority vote. If any appeal is taken, the question shall be “Shall the decision of the presiding officer be sustained” in which event a majority vote of the Council shall govern and conclusively determine such question of order.
1.3 All Council members, staff members and members of the public should speak respectfully and avoid the use of profanity, vulgarity and slanderous comments. Recognizing that the First Amendment precludes the City Council form prohibiting speakers from speaking based upon the content of their speech, the presiding officer shall use their best efforts, short of enforcement action, to remind and encourage all participating in the meeting to keep their speech respectful towards others and within bounds appropriate for children and persons of sensitivity toward course language as a courtesy to others present or otherwise viewing Council meetings.
2.0 DECORUM AND ORDER – COUNCIL MEMBERS
2.1 Manner of Speaking.
Any Council member desiring to speak shall first address the presiding officer. Upon recognition by the presiding officer, the Council member shall speak only to the question under debate.
2.1(a) Questioning Staff.
A Council member desiring to question the staff should address his question to the City Manager, or, in appropriate cases, the City Clerk or City Attorney, who shall be entitled either to answer the inquiry or to designate some staff member for that purpose. Such a designation may be made at the time of any staff presentation or on the agenda listing for the item.
2.1(b) Interruptions.
Once recognized, a Council member shall not be interrupted while speaking unless called to order by the presiding officer; unless a point of order is raised by another Council member, or unless the speaker chooses to yield to questions from another Council member.
3.0 DECORUM AND ORDER – STAFF
3.1 City Manager Responsibilities
The City Manager is responsible for ensuring that members of the administrative staff observe the rules of decorum and order set forth in this Policy.
3.2 Addressing the City Council
Any administrative staff member desiring to address the City Council or members of the public shall first be recognized by the presiding officer. All remarks shall be addressed to the presiding officer and not to any individual Council Member or member of the public. Administrative staff members shall accord the utmost courtesy to the City Council, other administrative staff members and the public.
4.0 DECORUM AND ORDER – MEMBERS OF THE PUBLIC
4.1 Addressing the City Council
Any member of the public desiring to address the City Council or members of the public shall first be recognized by the presiding officer at the appropriate place on the agenda. All remarks shall be addressed to the presiding officer and not to any individual Council Member, City Manager, City Attorney or member of the administrative staff or member of the public.
4.2 Time Limitation for Addressing the City Council
Public comment when addressing the City Council shall be generally limited to three (3) minutes per speaker. Depending on the extent of the agenda and the number of persons desiring to speak on an issue, the presiding officer may, at the beginning of the hearing, set a different time limit for each speaker. Any person may speak for a longer period of time upon approval from the presiding officer, when deemed necessary, for instance when a person is speaking on behalf of a group or has a graphic or slide presentation requiring more time.
4.3 Failure to Yield, Disruptions
Any person who refuses to relinquish the floor after their allotted time or while attending the City Council meeting engages in conduct or speech which disrupts the business of the meeting shall be brought to order and/or removed from the room if the sergeant-at-arms is so directed by the presiding officer.
Disruptive remarks from the audience, stamping of feet, clapping, whistles, yells and similar demonstrations shall not be permitted by the presiding officer who may direct the sergeant-at-arms to remove such offenders from the room.
4.4 Prosecution
Aggravated cases shall be prosecuted on appropriate complaint signed by the presiding officer.
5.0 ENFORCEMENT OF DECORUM
5.1 The Chief of Police or his designee shall be the ex-officio sergeant-at-arms of the City Council. The sergeant-at-arms shall carry out all legal and valid orders and instructions given by the presiding officer for the purpose of maintaining order and decorum in the Council Chamber. Upon instructions from the presiding officer, it shall be the duty of the sergeant-at-arms to remove any disorderly person from the Council Chambers or place the disorderly person under arrest or both.
5.2 As set forth in Government Code Section 54957.9, in the event that any meeting is willfully interrupted by a person or group of persons so as to render the orderly conduct of such meeting unfeasible or impedes the ability of the Council to hold the meeting, and order cannot be restored by the removal of individuals who are willfully interrupting the meeting, the presiding officer may order the meeting room cleared and continue in session. Only matters appearing on the agenda may be considered in such a session. Duly accredited representatives of the press or other news media, except those participating in the disturbance, shall be allowed to attend any session held pursuant to this Section. Nothing in this Section shall prohibit the City Council from establishing a procedure for readmitting an individual or individuals not responsible for willfully disturbing the orderly conduct of the meeting.
Agenda Item No. 1
Proclamation for Parks & Recreation Program
Director Kathy Petker
(CC Mtg 6/26/2023)
No Documentation for this Agenda Item –
Proclamation for Parks and Recreation Program Director Kathy Petker
PROCLAMATION OF THE GROVER BEACH CITY COUNCIL
OF THE CITY OF GROVER BEACH DESIGNATING JULY AS
“NATIONAL PARKS AND RECREATION MONTH”
WHEREAS, parks and recreation is an integral part of communities throughout this country, including the City of Grover Beach; and
WHEREAS, parks and recreation promotes health and wellness, improving the physical and mental health of people who live near parks; hiking trails, swimming pools and many other activities designed to promote active lifestyles; and
WHEREAS, parks and recreation promotes time spent in nature, which positively impacts mental health by increasing cognitive performance and well-being, and alleviating illnesses such as depression, attention deficit disorders, and Alzheimer’s; and WHEREAS, park and recreation programming and education activities, such as out ofschool time programming, youth sports and environmental education, are critical to childhood development; and
WHEREAS, parks and recreation is fundamental to the environmental well-being of our community; and
WHEREAS, parks and recreation is essential and adaptable infrastructure that makes our communities resilient in the face of natural disasters and climate change; and WHEREAS, our parks and natural recreation areas ensure the ecological beauty of our community and provide a place for children and adults to connect with nature and recreate outdoors; and
WHEREAS, Grover Beach, California recognizes the benefits derived from parks and recreation resources and provides beautiful parks, playgrounds, recreation classes, special events, concerts, open spaces, facilities and parks rentals.
NOW, THEREFORE, BE IT RESOLVED that the Grover Beach City Council herby officially recognizes the month of July as “National Park and Recreation Month” in the City of Grover Beach.
IN WITNESS THEREOF, I have hereunto set my hand and caused the Seal of the City of Grover Beach to be affixed this 26th day of June 2023.
Karen Bright, Mayor
Attest:
Wendi Sims, City Clerk
Agenda Item No. 2
RESOURCES DESCRIPTION
Balance from April 30, 2023 $ 5,607,417.33
Deposits 3,440,817.51
Check Number Date
Voided Checks 72932 04/06/23 155.23
Total Resources $ 9,048,390.07
EXPENSES
DESCRIPTION PERIOD ENDING CK DATE CHECK NUMBER AMOUNT
WR 05/04/23 73173 - 73220 188,202.80
PR Direct Deposit 04/30/23 05/05/23 5360879 – 5360950 201,793.62 WR 05/11/23 73221 - 73281 301,562.45
PR Direct Deposit 05/14/23 05/19/23 5360951 – 5361015 156,858.73 WR 05/18/23 73282-73345 1,356,933.84
WR 05/25/23 73346 - 73391 55,332.64
WR Special Check 05/25/23 73392 1,778.00
Electronic Transfers 490,820.40
Returned Checks,Chargebacks 762.51
Credit Card Payments Service Charge 3,170.66
Transferred to Street Bond for Reclassed Projects 12,632.99 Total Expenditures $ 2,769,848.64
Cash Balance as of May 31, 2023 $ 6,278,541.43
Respectfully,
Lorena Zarate
Finance Manager
CITY OF GROVER BEACH
Treasurer's Report for June 26, 2023 City Council Meeting May 1, 2023 to May 31, 2023
Agenda Item No. 3
ACCOUNTS PAYABLE
CHECK DATE 05/04/2023
Check Name Check Amount Check Date Invoice Desc
73173 A M Peche & Associates LLC 1,206.00 05/04/2023 Hourly services and expenses for Financial Consulting Services 73174 ABALONE COAST ANALYTICAL INC 2,634.00 05/04/2023 Coliform P/A, Nitrate, ELAP Fee
ALLAN HANCOCK COLLEGE SOUTH
73175 SANTA MARIA CAMPUS 117.40 05/04/2023 enrollment fee for Bryce Moses FTO Training Jan 13 2023 HP Color LaserJet Enterprise M652dn Printer with Duplex 73176 AMAZON CAPITAL SERVICES 4,901.66 05/04/2023 Printing 73177 AT&T 1,934.12 05/04/2023 City Hall Telephones 3/25/23-4/24/23 73178 AT&T 599.28 05/04/2023 City Hall & PD Fax Modem 3/22/23-4/21/23 73179 CITY OF PISMO BEACH 49,000.00 05/04/2023 Dispatching services for April 2023 73180 COASTLAND INC 5,900.00 05/ 04/2023 May Grounds Maintenance - #1321 Costa Bella Loc#ll3 73181 COLD CANYON LANDFILL INC. 528.50 05/04/2023 Waste Connections- Oak Park Medians -CMC
COUNTY OF SAN LUIS OBISPO
73182 ENVIRONMENTAL HEALTH SER 999.90 05/04/2023 Chargeable Report writing/correspondence Canon DR-G2110 Laserfiche Records, 4/15/23 to 5/14/23,
73183 DE LAGE LANDEN 108.74 05/04/2023 contract 500-50272428
DEPARTMENT OF
TRANSPORTATION ATTN :
73184 CASHIERING OFF! 573.05 05/04/2023 Signals & Lighting Billing January 2023 through March 2023 Fire Dept Loe #102 Remove and replace Leaking T & P @ water 73185 DJ'S PLUMBING INC 480.50 05/04/2023 heater and reconnect 73186 Dubois, Don 477.00 05/04/2023 2806 GBCC 4/22/23 security deposit refund 73187 El Dorado Brands LLC 4,854.93 05/04/2023 Rent at 921 Huston May 2023 73188 EXECUTIVE JANITORIAL INC. 1,100.00 05/04/2023 Ramona & GBCC April 2023 cleaning & building attend Franchise Tax Board Garnishment for Employee Ramon
73189 FRANCH ISE TAX BOARD 100.00 05/04/2023 Hernandez paycheck date 5-5-23 73190 FRANCHISE TAX BOARD 75 .00 05/04/2023 Franchise Tax Board Garnishment for Employee 73191 G.T. COX ELECTRIC 440.50 05/04/2023 GB PD replaced photo cell and lamps. Loe #101 GROVER BEACH POLICE OFFICERS Grover Beach Police Officers Association Dues for check date 5-5· 73192 ASSOC. 1,045.00 05/04/2023 23
73193 Hacienda Gardening 1,120.00 05/04/2023 Gopher Trapping Month of April 2023 - Parks Hale, David P - Law Offices of
73194 David P. Hale 13,838.00 05/04/2023 April 2023 Attorney Fees 73195 INFORMATION TECHNOLOGY 119.28 05/04/2023 User Access, 21 users, Q3 Jan-Mar 22/23
INTERNATIONAL CODE COUNCIL
73196 INC. ATTN : MEMBERSHIP 145.00 05/04/2023 Membership Fee 73197 J.B. DEWAR INC. 4,725.14 05/ 04/2023 monthly gasoline bill 4-16-23 thru 4-30-23 73198 JAS PACIFIC 69,882.24 05/04/2023 JAS BldgPlanChecks Jan2023 73199 JAY SWIFT 500.00 05/ 04/2023 Medical reimbursement per retiree contract - May 2023 73200 MINERS HARDWARE 1,534.34 05/04/2023 Suppl ies
MISSION LINEN SUPPLY SAP
73201 #110035 219.17 05/04/2023 Mat and mop service for GBCC 4/13/23 73202 Molly E Thurmond 840.00 05/04/2023 April 2023 Attorney Services - General 73203 O'REILLY'S AUTOMOTIVE INC 506.08 05/04/2023 Supplies 73204 Peak WiFi.com 3,097.93 05/04/2023 Network Services April 2023 73205 PROCARE JANITORIAL SUPPLY 995.53 05/04/ 2023 Hero Park Loe #110 - Toilet Tissue Check Name Check Amount Check Date Invoice Desc
73206 Sanchez, Froy 83.00 05/ 04/2023 2808 16th St 4/26/23 security deposit refund
SENTINEL SECURITY SOLUTIONS,
73207 Inc 107.75 05/04/2023 Nitrate Plant
73208 Siteone Landscape Supply, LLC 105.66 05/04/2023 lrritrol - Replacement Solenoid - Mentone Park Loc#112 73209 SLO Dryer Vent Cleaning 924.00 05/ 04/2023 Clean & Sanitize 10 air ducts at City Hall offices
SOCIETY FOR CREATIVE
73210 ANACHRONISMS INC 255.00 05/04/2023 2751 Ramona 4/22/23 security deposit refund 73211 SpeakWrite Billing Department 162.61 05/04/2023 Dictation services for April 2023 73212 STATE DISBURSEMENT UNIT 250.00 05/04/2023 Child Support Garnishment for Employee 73213 STATE DISBURSEMENT UNIT 154.50 05/04/2023 Child Support Garnishment for Employee 73214 Traffic Management, Inc. 2,113.15 05/04/2023 No Camping Signs copier usage, detectives, 3/21/23 to 4/20/23, Sharp MX-C304W, 73215 ULTREX 50.61 05/04/2023 contract M5155
73216 Vannasap, Amy 83.00 05/04/2023 2783 - 16th St 4/22/23 security deposit refund 73217 VERIZON WIRELESS 363.66 05/04/2023 PW Cellular Phones Project 0636-0024-00 City of GB Sewer Video Inspection North 73218 WALLACE GROUP 8,557.83 05/04/2023 Half CM. Professional Services trhough March 31, 2023 73219 Wingate, Terry 205.00 05/04/2023 2686 Ramona security deposit refund from AARP usage ZEE MEDICAL SERVICE COMPANY medical supplies for first aid cabinet, towelettes, burn septic, 73220 #34 188.74 05/04/2023 ibutabs, unaspirin, antacid, elastic strips TOTAL $ 188,202.80
ACCOUNTS PAYABLE
. CHECK DATE 05/11/2023
Check Name Check Amount Check Date Invoice Desc
73221 Alexander's Contract Services 3,911.38 05/11/2023 South Side Meter Reads - May 2023 - 2879 Meters 73222 AMAZON CAPITAL SERVICES 36.83 05/11/2023 City Hall Kitchen Sink Suppl ies 73223 ANDREW E WHITE 72 .65 05/11/2023 UB Refund Due to Ovrpmt on Closing Acct# 15858
ARAMARK UNIFORM SERVICES AUS
73224 WEST LOCKBOX 1,751.18 05/11/2023 UNIFORMS
73225 AUTO ZONE INC 254.86 05/11/2023 Credit- Wrong Part 73226 BAKER TILLY US, LLP 9,600.00 05/11/2023 Bakertilly Invoice DB ORg Review 73227 CALIFORNIA ELECTRIC SUPPLY 281.12 05/11/2023 Light Bulbs @ Ramona Center Loc#105 73228 CAROL TERRELL 168.81 05/11/2023 UB Refund Due to Ovrpmt on Closing Acct# 19786 73229 CHARTER COMMUNICATIONS 746.93 05/11/2023 City Facilities - Internet Charges 4/ 11/23-5/10/23
CONFLUENCE ENGINEERING
73230 SOLUTIONS, INC 6,370.00 05/11/2023 Sanitary Sewer EOP/SOP's. Invoice Period 4/1/23-4/30/23
COUNTY OF SAN LUIS OBISPO DEPT
73231 OF PUBLIC WORKS 8,770.96 05/11/2023 Flood Control Zone 3 Correction for FY 2021/22 73232 COURTNEY L'ESPERANCE 159.58 05/11/2023 UB Refund Due to Ovrpmt on Closing Acct# 20920 73233 CSC of Salinas 524.21 05/11/2023 Parts for Sewer Jetter 73234 Cullen, Mary 83.00 05/11/2023 2773 16th St Pa rk 4/1/23 security deposit refund 73235 DATAPROSE LLC 2,200.35 05/11/2023 Utility Billing- April 2023 73236 DAVID A SCHULTE 10.00 05/11/2023 UB Refund Due ovrpmt on Closing Account 19025 73237 DAYLE LAINHART 98.49 05/11/2023 UB Refund Due to Ovrpmt on Closing Acct# 21015 73238 DE LAGE LANDEN 227.29 05/11/2023 Lease payments for Sharp/MX-5071 copier - May 2023
DEPT OF JUSTICE ACCOUNTING
73239 OFFICE/CASHIERING UNIT 371.00 05/11/2023 LiveScan for April 2023 73240 ELIZABETH BOGNUDA 192.59 05/11/2023 UB Refund Due to Ovrpmt on Closing Acct# 20917 73241 Garcia,Maria 83.00 05/11/2023 284116th St 4/30/23 security deposit refund 73242 Garcia, Cheyenne 257.00 05/11/2023 Refund Tiny Tots Anna 4/2023 no space available 73243 GRAINGER 155.44 05/11/2023 USA Mark Outs - Paint
73244 J.R. Barto Heating/AC/SM, Inc 987.46 05/11/2023 HVAC lines repaired at City Hall Loc#l00 73245 JESSICA L MURAKI 22.99 05/11/2023 UB Refund Due to Ovrpmt on Closing Acct# 18416 JULIAN MORA Dba 2M WASTE
73246 SOLUTIONS 5,440.00 05/11/ 2023 El Camino Real Clean-Up - Garbage 73247 KELLY J COOK 82.00 05/11/2023 Unclaimed Money - Check 10777 73248 KIMBALL MIDWEST 72.44 05/11/2023 Parts for Pumps
73249 LEANNE SIMOES SANDLIN 69.60 05/11/2023 UB Refund due to an ovrpmt on closing Acct# 1641 LexisNexis Risk Data Management,
73250 Inc. 848.93 05/11/2023 AVCC Subscription April 2023 73251 Lieberman, Stephen 758.44 05/11/2023 Unclaimed money-Checks 502984,505055,517366 73252 Mello, Jaynie 83.00 05/11/2023 2776 16th St security deposit refund 5/7 /23 Michael K. Nunley & Associates, Sewer System Upgrades CIP 5002 . Billing through April 29, 73253 Inc. 14,533.86 05/11/2023 2023
73254 Morales, Shanista 83.00 05/11/2023 2829 Grover Heights Lower 4/22/23 security deposit refund 73255 Morin, Francisco 83.00 05/11/2023 2822 Grover Heights Upper 4/8/23 security deposit refund per diem for CPCA Conference/Becoming a Police Chief on 6- 73256 MUNRO JIM 275.00 05/ 11/2023 4-23 in Rancho Cucamonga 73257 NELIDA ACEVES 15.00 05/ 11/2023 Unclaimed Money-Check #64742 73258 New Times 108.00 05/ 11/2023 Unclaimed money advertisement 5/11/2023 73259 Nicole Panos 91.76 05/ 11/2023 UB Refund Due to Ovrpmt on Closing Acct# 20396 73260 NOBLE SAW 106.73 05/ 11/2023 Suppl ies for Street & Parks Chain Saws 73261 Ochoa, Nathaly 83.00 05/11/2023 2835 Grover Heights Upper 4/29/23 security deposit refund 73262 Office Depot 59.28 05/ 11/2023 Office Supplies
73263 Oui Connect 255.00 05/11/2023 2788 for Ramona April and May 2023 Oui Connect 73264 PACIFIC GAS AND ELECTRIC 18,708.25 05/ 11/2023 Publ ic Works & Parks & Rec Electric 3/18/23-4/21/23 73265 Parker, Chris 155.23 05/11/2023 Refund of Deposit Account Balance - 338 N 8th Street Check Name Check Amount Check Date Invoice Desc
73266 PHELAN KATHRYN 339 .50 05/11/2023 Tai Chi for April 2023 73267 Ready Refresh by Nestle 244.84 05/11/2023 Bottled water for City Hall - April 2023 Project C19823-00 GB K-14 Street Repair 2295-16. Services 73268 RICK ENGINEERING COMPANY 945.00 05/11/2023 from February 25, 2023 to March 31, 2023 Lodging and per diem for BATI Investigative Interview & 73269 Roberto Pulido 1,165.96 05/11/2023 Interrogation Training May 22-26 2023 in Morgan Hill 73270 Robles, Isis 83.00 05/11/2023 283116th St security deposit refund 4/15/23
SENTINEL SECURITY SOLUTIONS,
73271 Inc 1,265.90 05/11/2023 Access Control Door Lock Additions - Nitrate Plant 73272 SM TIRE INC. 819 .90 05/11/2023 Tires for Truck #407 - Loe #226 SOCIETY FOR CREATIVE 27511 hour refund - ovens not working, poor opening and 73273 ANACHRONISMS INC 33.00 05/11/2023 closing
SOUTH SAN LUIS OBISPO CO.
73274 SANITATION DISTRICT 194,393.69 05/11/2023 San Dist Monthly Pmt for March 2023
STATE OF CALIFORN IA-ENERGY
73275 RESOURCES CONSERVATION 12,809.82 05/11/2023 Payment on Loan No.: 010-09-ECE-ARRA 73276 STEPHEN BRIDENBECK 79.17 05/11/2023 UB Refund Due to Ovrpmt on Closing Acct# 21751 73277 VERIZON WIRELESS 1,600.53 05/11/2023 Monthly charges - Comm Dev & Parks 3/27 /23-4/26/23 Project 0636-0025-00 City of GB Ramona Garden Park
73278 WALLACE GROUP 7,813.00 05/11/2023 Design. Services rendered through March 31, 2023 73279 Weipert, Jesse 84.00 05/11/2023 Refund Mother Son 5/12/23 per request 73280 Wenzel, Sara 83.00 05/11/2023 2838 Grover Heights Upper 4/15/23 security deposit refund For Services rendered through 2/24/2023. Project 112109.00- 73281 Willdan 553.50 05/11/2023 GB-CIP 2295-15 Measure K-14 TOTAL $ 301,562.45
ACCOUNTS PAYABLE
CHECK DATE 05/18/2023
Check Name Check Amount Check Date Invoice Desc
73282 AGP Video 1,650.00 05/18/2023 AGP Video for Council/Planning Commission Meetings for April 2023 73283 AIRGAS USA LLC 151.98 05/18/2023 Large Acetylene, Large Argon, Large Oxygen 73284 AMAZON CAPITAL SERVICES 1,385 .44 05/18/2023 City Hall Suppl ies 73285 Anna Lanier 52.15 05/18/2023 Reimb Anna for Tiny Tots supplies 5.17.23 Applied Technology Group,
73286 Inc. 1,480.90 05/18/2023 Reprogramming of radios and installation for PW - PD 73287 Arnoldsen, Ron 174.50 05/18/2023 November 2022 Election Candidate Refunds CityCouncil District 2 Unit 206, replaced fuel pump control, replaced surge tank for coolant, 73288 ARROYO GRANDE CHEVROLET 426.15 05/18/2023 checked tires
ASCAP AMERICAN SOCIETY
OF COMPOSERS AUTHORS &
73289 PUB 17.67 05/18/2023 ASCAP Licensing for music adjustment fee 73290 Avenu Insights & Analytics 1,284.56 05/18/2023 Clearview/STARS Service for 4th Qtr 2022 Data 73291 BAKER TILLY US, LLP 3,600.00 05/18/2023 Baker Tilly Inv BT2371919 Action Plan 4-10-2023 73292 Benson, Chad 250.00 05/18/2023 Work Boots - Boot Barn 73293 Blair, Emma 393.00 05/18/2023 EBlair Mileage Reimbursement 2023CPRS Conference 73294 Boone Printing & Graphics 1,350.04 05/18/2023 Boone Graphics Inv 91721 City Envelopes 5-12-2023 73295 Boot Barn 250.00 05/18/2023 Lance Henderson Work Boots 73296 CARQUEST AUTO PARTS 1,032.06 05/18/2023 Part for Truck# 411 Loc#230 Central Coast Fence Inc OBA
73297 Backyard Imp Ctr 3,795.00 05/18/2023 1750 Ramona St - Furnish and install fence repairs 73298 CITY OF PISMO BEACH 1,066,127.69 05/18/2023 CCB Cost FY 17- FY 23 - Retroactive CCB Cost Sharing FY17-FY23
CONFLUENCE ENGINEERING
73299 SOLUTIONS, INC 4,988.75 05/18/2023 DOW Compliance Support Invoice Period 4/1/23-4/30/23
COUNTY OF SAN LUIS OBISPO
73300 COUNTY CLERK 30,698.33 05/18/2023 CO of SLO-Clerk 11-8-22 Gen Election 4-25-2023 73301 CSG Consultants, Inc 12,565.99 05/18/2023 CSG April 2023 Bldg Plan Reviews 73302 Daniel Rushing 174.50 05/18/2023 November 2022 Election Candidate Refunds CityCouncil District 2 73303 De La Rosa, Donna 393.00 05/18/2023 DDeLaRosa Mileage Reimbursement 2023CPRSConference 73304 DE LAGE LANDEN 312.12 05/18/2023 Copier lease, Records 5/1/23 to 5/31/23,Sharp MX-5071 73305 DE LAGE LANDEN 67.43 05/18/2023 Copier lease, Cannabis, 5/1/23 to 5/31/23, Sharp MX-C304W 73306 Deltina Coffee Roasters 62.50 05/18/2023 Deltina Coffee Inv 1770 OfficeCoffee 5-16-2023 73307 DJ'S PLUMBING INC 493.50 05/18/2023 Fire Dept Loc#l02 - Replaced garbage disposal strainer 73308 Drube Electric 337.69 05/18/2023 install 3 lights with dimmer in hallway PD
EMPLOYMENT
73309 DEVELOPMENT DEPARTMENT 3,150.00 05/18/2023 Unemployment Jan 1, 2023 - March 31,2023
ENTERPRISE RENT-A-CAR
73310 ATTN: ACCTS RECEIVABLE 179.56 05/18/2023 Rental Car for CM Weirick for LCC Leadership Conference - April 2023 73311 FLO-SYSTEMS INC. 29,917.13 05/18/2023 Submersible Pump Check Name Check Amount Check Date Invoice Desc
73312 FRANCHISE TAX BOARD 75.00 05/18/2023 Franchise Tax Board Garnishment for employee 73313 FRANCHISE TAX BOARD 100.00 05/18/2023 Franchise Tax Board Garnishment for employee
GOVERNMENT FINANCE
73314 OFFICERS ASSOCIATION 150.00 05/18/2023 Membership renewal for 5/1/23 through 4/30/23
GROVER BEACH POLICE
73315 OFFICERS ASSOC. 990.00 05/18/2023 Grover Beach Police Officers Association Dues for check date 5-19-23 NCMA 2022 Annual Report - Professional services from March 1, 2023 73316 GSI Water Solutions, Inc 5,144.06 05/18/2023 through March 31, 2023 73317 J.B. DEWAR INC. 5,232.39 05/18/2023 Gasoline charges for PW vehicles 73318 Johns, Tamie 55.79 05/18/2023 Reimb Tamie for Mother Son prizes stuff 73319 Karen Bright 43.26 05/18/2023 November 2022 Election_ Candidate Refunds Mayor 73320 Kestly Corporate Apparel 710.07 05/18/2023 Kestly Inv CGB2023 NewEmployeeCityShirts 4-26-23 73321 KIMBALL MIDWEST 231.57 05/18/2023 Tools for Facility Maintenance & Shop 73322 Korsgaden, Stacy 82.96 05/18/2023 November 2022 Election Candidate Refunds Mayor 73323 LEE WILSON ELECTRIC CO. INC 1,955.04 05/18/2023 Traffic Signal Maintenance March 2023 McCall Const Oba/McCall
73324 Plumbing & Mechanical 626.43 05/18/2023 Inspect/Service FAU's- loc#lOl 73325 New Times 318.00 05/18/2023 New Times - Public Hearing Notice for CDBG - CC Mtg 5/8/2023 OCSD - Oceano Community
73326 Services District 160.00 05/18/2023 PW Week BBQ 2023 73327 Padilla, Michael 250.00 05/18/2023 Boot Barn - Work Boots for Michael Padilla 73328 Patel, Jean 564.00 05/18/2023 2851 GBCC 5/21/23 event cancel refund rental 73329 Robert Robert 185.00 05/18/2023 November 2022 Election Candidate Refunds CityCouncil District 1 Rotary Club of Grover Beach -
73330 Five Cities 194.00 05/18/2023 Rotary Club Dues for March 73331 SANDY MERSHON 99.16 05/18/2023 Reimb Sandy for Tiny Tots 5.17.23 Siteone Landscape Supply,
73332 LLC 230.32 05/18/2023 Roundup -Ramona Park & Train Station Loe #114 & #103 South County Chambers of
73333 Commerce 5,833.00 05/18/2023 SCCC Inv 14974 GBEcoDevApril 5-12-2023 SOUTH SAN LUIS OBISPO CO.
73334 SANITATION DISTRICT 124,901.98 05/18/2023 SLO So San District Monthly Pmt for April 2023 73335 Star Drug Testing 75.00 05/18/2023 Drug Test for employee 73336 STATE DISBURSEMENT UNIT 250.00 05/18/2023 Child Support Garnishment for employee 73337 STATE DISBURSEMENT UNIT 154.50 05/18/2023 Child Support Garnishment for employee 73338 Sun Badge Co 140.14 05/18/2023 Officer badge
73339 TCA Tools Inc 73.84 05/18/2023 Tools for the Shop
TERMINIX PROCESSING
73340 CENTER 133.00 05/18/2023 Pest Control -Fire Dept Loc#102
THE LINCOLN NATIONAL LIFE
73341 INSURANCE CO 2,500.95 05/18/2023 Insurance premiums for employees - June 2023 Tripepi, Smith & Associates,
73342 Inc. 7,652.00 05/18/2023 Tripepi-Smith Inv 9360 Retainer 1-13-2023
US BANK CORPORATE
73343 PAYMENT SYSTEMS 25,837.79 05/18/2023 City employee credit card purchases Check Name Check Amount Check Date Invoice Desc
73344 Vital Records Holdings, LLC 149.95 05/18/2023 Document storage - April 2023 Professional services through 3/31/23. Pre Construction Services CIP 73345 Willdan 5,073.00 05/18/2023 2295-15 Measure K-14
TOTAL $ 1,356,933.84
ACCOUNTS PAYABLE
CHECK DATE 05/25/2023
Check Name Check Amount Check Date Invoice Desc
Refund of overpayment of Feb 2023 Commercial
73346 90Nine Bridge CO Holdings, LLC 527.88 05/25/2023 Cannabis Tax 73347 AFLAC 655 .74 05/25/2023 May 2023 AFLAC Premiums
73348 AMAZON CAPITAL SERVICES 1,970.48 05/25/2023 Suppl ies 73349 AT&T 125.72 05/25/2023 Monthly Water Alarm Circuits 5/7 /23-6/6/23 73350 AUTO ZONE INC 123.75 05/25/2023 Parts for Truck #300 Loc#216 73351 Badge Frame, Inc 802 .00 05/25/2023 16 slide-in door signs, inserts only, 2 sign holders 73352 Big Brand Tire & Service 724.35 05/25/2023 Unit PD Patrol, 4 tires
BLUE SHIELD OF CA LIFE & HEALTH
73353 MEDICAL EYE SERVIC 784.50 05/25/2023 Employee insurance premiums - June 2023 73354 Burdine Printing 108.12 05/25/2023 Burdi ne_lnv 4 7834 _Name Tags-Holder _5-8-2023
CALIFORNIA DEPARTMENT OF
73355 CORRECTIONS AND REHABILIT 6,588 .08 05/25/2023 INMATE CREW CLEANUP SERVICES 03/2023 73356 CARQUEST AUTO PARTS 384.23 05/25/2023 Unit 204, brake pad, brake rotor 73357 Cather, Morgan 170.00 05/25/2023 Refund Tiny Tots for May 2023 no space in Anna's Class Claims for service Dance Fitness & Body Movement May
73358 Charlotte L Ritter 63.00 05/25/2023 2023
Tennis Court Nets for Parks - Mentone Park Loc#l12,
73359 DAVE BANG ASSOCIATES INC 1,672.36 05/25/2023 Grover Heights Park Loe #111, Hero Park Loc#ll0 Canon DR-G2110 Laserfiche lease, contract 500-
73360 DE LAGE LANDEN 108.74 05/25/2023 50272428, 5/15/23 to 6/14/23 May Cleaning Services City Hall loc#l00, Police Dept Loe 73361 EXECUTIVE JANITORIAL INC. 5,600.00 05/25/2023 #101, Central Coast Blue office 73362 FARM SUPPLY COMPANY 44.71 05/25/2023 Spray Gun for Yard Loe #107 73363 Fastenal Company 691.63 05/25/2023 Safety Supplies Loc#107 73364 Flores, Armando 380.00 05/25/2023 Class cancelled Agent 992 Robot#1809 73365 Furniture Installation Team 4,279.38 05/25/2023 Corrections completed in Comm Dev - Balance paid Claims for service for Zumba May 2023 and late pay Apri l 73366 Heidy Mangiardi 282.80 05/25/2023 2023
Claims for service for May 2023 Yoga and late
73367 Jennifer Ann Anderson 157.50 05/25/2023 regist ration for Apri l 2023 JULIAN MORA Dba 2M WASTE
73368 SOLUTIONS 2,905 .00 05/25/2023 Homeless Clean-Up@ El Camino Real Kawagoe, Kent M . PH .D., Licensed
73369 Psychologist 300.00 05/25/2023 Psychological Exam - Andrew Pasquini, Officer Trainee 73370 Kestly Corporate Apparel 2,099.17 05/25/2023 Summer Concert Series Tshirts Claims for service Paint May 2023 - 3rd and fina l
73371 Kristopher Doe 576.35 05/25/2023 payment:3/17 /23 - 6/2/23 73372 Mullahey Ford 65 .14 05/25/2023 Parts for Truck #406 Loc#228 73373 PACIFIC GAS AND ELECTRIC 169.69 05/25/2023 Public Works Electric Charges 4/7 /23-5/6/23 73374 PHELAN KATHRYN 399 .00 05/25/2023 Claims for service Tai Chi May 2023 73375 Principal Life Insurance Company 5,163.52 05/25/2023 Employee insurance premiums - June 2023 73376 Reed, Jeremy 190.00 05/25/2023 Refund class cancelled Cyberbrawl Robot #1811 73377 RLH Construction 8,000.00 05/25/2023 Final Invoicing for 177 Office Space 73378 SAFETY-KLEEN SYSTEMS INC. 204.58 05/ 25/2023 Parts Washer for the Shop Loc#107 SAN LUIS OBISPO COUNTY SHERIFF73379 CORONER / CRIME LAB 142.00 05/25/2023 drug screen, case 230105, 230152 73380 SANDY MERSHON 2,982.00 05/25/2023 Claims for service Tiny Tots May 2023 73381 SANDY MERSHON 65.25 05/25/2023 Reimburse Sandy for Tiny Tots 5.24.23 Refund class cancelled Electricity and Magnet mania
73382 Shah, Kevin 380.00 05/25/2023 #1812
73383 Silva, Trinity 190.00 05/ 25/2023 Refund class cancelled Cyberbrawl Robot #1811 SOUTH SAN LUIS OBISPO CO.
73384 SANITATION DISTRICT 990.51 05/25/2023 Unclaimed money 73385 SOUTHERN CALIF GAS CO 418.32 05/ 25/2023 Gas charges for City Facilities 4/9/23-5/13/23 Check
73386
73387
73388
73389
73390
73391
Name
STREATOR PIPE & SUPPLY
Sweeton, Christopher
ULTREX
UNIVAR USA INC
VERIZON WIRELESS
WHITE, BRITTANY
TOTAL
Separate Check Run
Special Check
73992 Anna Lanier
$
$
Check Amount Check Date Invoice Desc
88.06 05/25/2023 Supplies for Ramona Park Men's Restroom Loc#114 383 .65 05/25/2023 Unclaimed Money
207.70 05/25/2023 Sharp MX-5071 4/13/23-5/12/23
2,587.69 05/25/2023 Liquichlor
390.04 05/25/2023 Cellular phones for the PW crew
Refund class cancelled CSI : Crime Scene investigation
190.00 05/25/2023 #1807
55,332.64
1,778.00 5/25/2023 Claims for service - May 2023
DESCRIPTION OF RESOURCES AMOUNT
Balance from April 30, 2023 $ 5,207,623.47
Deposit(s) from Proceeds of Bond Interest: 24,375.00
Deposit from Private Improvements: 23,600.00
Deposit from Interest 5/31/2023 16,498.65
Total Resources $ 5,272,097.12
DESCRIPTION OF EXPENDITURES AMOUNT
Transfers for Staff Time:
Payroll Expenses $ 15,449.64
Transfers for Construction:
Accounts Payable Expenses 6,571.50
Bank Fees 10.00
Total Expenditures $ 22,031.14
Cash Balance as of May 31, 2023 $ 5,250,065.98
Respectfully,
Lorena Zarate
Finance Manager
CITY OF GROVER BEACH
2022 STREETS BOND ACCOUNT ($10,000,000)
Treasurer's Report for June 26, 2023 City Council Meeting May 1, 2023 to May 31, 2023
Agenda Item No. 4
MINUTES
CITY COUNCIL MEETING
MONDAY, JUNE 12, 2023
CALL TO ORDER Mayor Bright called the meeting to order at 6:00 p.m. in the City Hall Council Chamber, 154 South Eighth Street, Grover Beach, California.
MOMENT OF SILENCE
FLAG SALUTE The flag salute was led by Parks, Recreation and Beautification Commissioner Anita Shower.
ROLL CALL
City Council: Council Members Daniel Rushing, Clint Weirick, Zach Zimmerman, Mayor Pro Tem Robert Robert, and Mayor Karen Bright were present.
City Staff: City Manager Matthew Bronson, Deputy City Manager Kristin Eriksson, City Attorney David Hale, City Clerk Wendi Sims, Police Chief John Peters, Public Works Director/City Engineer Greg Ray, Community Development Director Megan Martin, Administrative Services Director Deanne Purcell and Fire Chief Lieberman was also present.
CLOSED SESSION ANNOUNCEMENTS:
None.
AGENDA REVIEW
Action: Upon unanimous consensus, the Council adopted the agenda as submitted.
CEREMONIAL CALENDAR
1. Proclamation for Pride Month was read by Council Member Rushing and accepted by Denise Andrade of 5 Cities of Hope and Dusty Colyer-Worth, Executive Director of The Gala Pride and Diversity Center.
PRESENTATIONS
None.
PUBLIC COMMUNICATIONS The Mayor opened the floor to any member of the public for comment on items of interest which were within the jurisdiction of the City Council, but were not listed on the agenda.
• Randall Myrick
• Jim Joffee
No further comments were received and the Mayor closed the Public Communications segment for this portion of the meeting.
Agenda Item No. 5
Minutes: City Council Meeting Page 2
Monday, June 12, 2023
CONSENT AGENDA
Prior to consideration of the Consent Agenda, Mayor Bright invited public comment on the items under the Consent Agenda. At this time Mayor Bright asked if there was anyone who would like to make any public comments.
• David Swift
No further comments were received and the Mayor closed public comment.
It was motioned by Council Member Rushing and seconded by Mayor Pro Tem Robert to approve Consent Agenda Item Nos 2, 3,4, 5 and 6 as recommended. The motion carried on the following voice vote:
AYES: Council Members – Rushing, Weirick, Zimmerman, Mayor Pro Tem Robert and Mayor Bright
NOES: Council Members – None.
ABSENT: Council Members – None.
ABSTAIN: Council Members – None.
2. Minutes of the City Council Meeting on Monday, May 22, 2023.
Action: Approved the minutes as submitted.
3. Resolution Confirming a List of Street Project Funded by SB 1: The Road Repair and Accountability Act
Action: Adopted Resolution No. 23-17 to incorporate the list of street projects funded by SB 1: The Road Repair and Accountability Act into the FY 2023-24 budget.
Resolution No. 23-17: A Resolution of the City Council of the City of Grover Beach, California, Adopting a List of Projects for Fiscal Year 2023-24 Funded by SB 1: The Road Repair and Accountability Act of 2017.
4. West Grand Avenue Streetscape Project 4th – 8th Steet (CIP 2287) Design Amendment
Action: Authorized the City Manager to approve change orders for design changes up to $130,000 for the West Grand Avenue Streetscape 4th - 8th Street Project.
5. Resolution Authorizing the Display of Specified Commemorative Flags Action: Adopted Resolution No. 23-18 authorizing the display of commemorative flags honoring the United States Army, Prisoners of War or Missing in Action servicepeople and the United States Marine Corps on specified dates in 2023.
Resolution No. 23-18: A Resolution of the City Council of the City of Grover Beach, California, Authorizing the Display of Specified Commemorative Flags.
Minutes: City Council Meeting Page 3
Monday, June 12, 2023
6. City Purpose and Principles
Action: Received and Filed a report on the City Purpose and Principals developed by staff to define a citywide vision for the City organization.
PUBLIC HEARING
7. FY 2023-25 Proposed Budget and FY 2023-28 Capital Improvement Program Mayor Bright read the title to the foregoing item and deferred to staff for a report.
Administrative Services Director Purcell gave a PowerPoint presentation reviewing the proposed budget for FY 2023-25 and FY 2023-28 Capital Improvement Program (CIP).
Mayor Bright invited public comment on this matter. No public comments were received at this time and the Mayor closed public comments.
Action: City Council reviewed the FY 2023-25 Proposed Budget and FY 2023-28 Capital Improvement Program and provided direction to staff to finalize the two-year budget for adoption on June 26, 2023.
REGULAR BUSINESS
8. Five Cities Fire Authority (FCFA) Joint Powers Authority Agreement, Appointment of Council Representatives to FCFA Board, and Policy Direction on Agreements with Oceano Community Services District
Mayor Bright read the title to the foregoing item and deferred to staff for a report.
City Manager Bronson presented the PowerPoint presentation discussing the Joint Powers Authority Agreement. And Fire Chief Lieberman reviewed FCFA’s responsibilities inside the stations.
Mayor Bright invited public comment on this matter. No public comments were received at this time and the Mayor closed public comments.
1st Action: It was motioned by Council Member Weirick and seconded by Council Member Rushing to approve the Joint Powers Authority agreement for Amended and Restated Five Cities Fire Authority (FCFA).
AYES: Council Members – Weirick, Zimmerman, Rushing, Mayor Pro Tem Robert and Mayor Bright
NOES: Council Members – None.
ABSENT: Council Members – None.
ABSTAIN: Council Members – None.
Minutes: City Council Meeting Page 4
Monday, June 12, 2023
2nd Action: It was motioned by Council Member Rushing and seconded by Mayor Pro Tem Robert to appoint Council Member Rushing and Council Member Weirick as representatives to the reconstituted FCFA Board and Council Member Zimmerman as the alternate.
AYES: Council Members – Weirick, Zimmerman, Rushing, Mayor Pro Tem Robert and Mayor Bright
NOES: Council Members – None.
ABSENT: Council Members – None.
ABSTAIN: Council Members – None.
PUBLIC COMMUNICATIONS The Mayor opened the floor to any member of the public for comment on items of interest which were within the jurisdiction of the City Council, but were not listed on the agenda. No comments were received and the Mayor closed public comment.
COUNCIL COMMITTEE REPORTS
Mayor Pro Tem Robert reported on the Visit SLOCAL meeting.
Council Member Rushing discussed the SLO Council of Governments (SLOCOG) meeting.
Mayor Bright reported on the Air Pollution Control District (APCD) meeting.
COUNCIL COMMUNICATIONS
Council Member Weirick highlighted his attendance at a few Grover Beach events and the California Joint Power Authority (JPA) Newly Elected Officials Academy.
Mayor Pro Tem Robert requested to bring an item to Council next year for a discussion on Fireworks and he requested an item to fly each Military flag on its prospective birthday, which he received consensus from the Council.
Council Member Rushing mentioned the Summer Concert Series at Ramona Park on Sunday June 18th, 3:00 pm to 6:00 pm with the band Careless Whisper.
Mayor Bright mentioned her attendance at the Grover Beach Elementary School Graduation and Expositions.
CITY MANAGER'S REPORTS AND COMMENTS
City Manager Bronson recognized Administrative Manager Purcell and Deputy City Manager Eriksson for their leadership and great job they did on the Budget. He discussed the road work being done on North 6th Street, Charles Street, South 7th Street and several other streets across the area which ties into the next K14 project and future road work on Saratoga and West Grand Avenue. He also, mentioned the progression of the Summer Concerts at Ramona Garden Park, 2 down and 10 to go.
Minutes: City Council Meeting Page 5
Monday, June 12, 2023
CITY ATTORNEY’S REPORTS AND COMMENTS
None.
CLOSED SESSION
None.
ADJOURNMENT
There being no further business to come before the City Council, Mayor Bright adjourned the meeting at 7:17 p.m.
_____________________________
KAREN BRIGHT, MAYOR
Attest:
______________________________
WENDI SIMS, CITY CLERK
(Approved at CC Mtg ______)
Agenda Item No. 6
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Deanne Purcell, Administrative Services Director SUBJECT: Adoption of FY 2023-25 Budget and FY 2023-28 Capital Improvement Program
RECOMMENDATION
Adopt Resolutions to adopt the FY 2023-25 budget and FY 2023-28 Capital Improvement Program, appropriate funds for the FY 2023-24 budget, set the FY 2023-24 Appropriations Limit from Tax Proceeds, and establish authorized positions in departments for FY 2023-25.
BACKGROUND
On June 12, 2023, staff presented the FY 2023-25 Proposed Budget to the City Council for review and public comment. The total proposed citywide budget for FY 2023-24 is $36.2 million, including $18.9 million in the City’s General Fund, $5.6 million in Enterprise Funds including Water and Wastewater Funds, and $1.5 million in Special Revenue Funds, not including the Capital Improvement Program (CIP). The five-year CIP includes $10.2 million in funding in FY 2023-24 for key capital projects or 28% of the total proposed citywide budget. These expenditures include salaries, benefits, services, supplies, maintenance, debt service, and capital-related items over the next fiscal year.
The total proposed citywide budget for FY 2024-25 is $31.7 million, including $18.8 million in the City’s General Fund, $5.5 million in Enterprise Funds including Water and Wastewater Funds, and $1.3 million in Special Revenue Funds, not including the Capital Improvement Program (CIP).
The five-year CIP includes $6.0 million in funding in FY 2024-25 for key capital projects or 19% of the total proposed citywide budget. The budget for FY 2024-25 is a projection and will be reviewed next year prior to appropriation to determine if any additional adjustments are needed.
Items included in the FY 2023-25 Proposed Budget are identified in the City Manager’s Letter of Transmittal in the budget document previously provided to the Council and posted on the City’s website for review. The Proposed Budget maintains existing services with targeted investments in addressing Council Goals with a focus on the four Major City Goals of Economic Development and Community Promotion, Housing and Homelessness, Public Safety, and Street Maintenance and Complete Streets. These investments include using $2.2 million in FY 2023-24 and $2.7 million in FY 2024-25 in Measure K-14 funds for street improvements and a General Fund contribution of $1.5 million in both FY 2023-24 and FY 2024-25 for various capital projects.
The proposed General Fund budget assumes a 0.6% increase in FY 2023-24 and 3.0% increase in FY 2024-25 for sales tax revenue and includes an additional $2.6 million in both FY 2023-24 and FY 2024-25 from Measure F-20 approved by voters in November 2020. Sales tax is the City’s largest general revenue source as property tax revenues is the second largest general revenue Staff Report: FY 2023-25 Proposed Budget and FY 2023-28 Five Year CIP Page 2 June 26, 2023
source. The budget assumes a 4% increase in FY 2023-24 and 3% increase in FY 2024-25 in property tax revenues along with $1.3 million in commercial cannabis tax revenues for both fiscal years in addition to cannabis application and regulatory fees.
The Proposed Budget for the General Fund includes one-time and recurring operating budget augmentation recommendations of $290,000 in FY 2023-24 and $458,000 in FY 2024-25. The General Fund operating budget also includes a significant increase in the City’s contribution to the Five Cities Fire Authority (FCFA) of $755,000 in FY 2023-24 and $836,000 in FY 2024-25 from the City’s current cost of $2 million which will help fund an additional 3.5 Full-Time Equivalent (FTE) positions for FCFA. Examples of other General Fund budget recommendations reflected in the Proposed Budget are included below:
• 1.0 FTE in Public Works for Maintenance Superintendent position (40% funded by the General Fund with the rest by Enterprise Funds)
• 0.5 FTE in Parks and Recreation to increase part-time Administrative Assistant I position to full-time (funding this year previously approved as a mid-year budget adjustment) • Six new Police patrol vehicles to replace existing vehicles at the end of their useful life • Three new Public Works fleet trucks to replace outdated existing vehicles • Vehicle storage rental costs for Police and Public Works vehicles (87% funded by the General Fund with the rest of Police COPS grant funds)
• Technology equipment for Police including additional body cameras and drones • Health and wellness program expenditures in Police
• Fire Authority station alerting system
• Additional organizational development and training costs The proposed General Fund budget for FY 2023-24 is balanced with a surplus of approximately $400,000 and ending reserves of approximately 42% while the projected General Fund budget for FY 2024-25 will show a budget deficit of approximately $600,000 that will need to be closed using reserves to balance the budget. This will bring the ending reserves down to 37%, which is still well above the Council’s reserve goal of 25% to provide sufficient reserves for emergencies or unforeseen events or needs. This level of reserves reflects the City’s cautious fiscal management. However, long-term forecasts show a need to reduce the General Fund operating and/or capital expenditures to close the funding gap to maintain sufficient reserves unless additional revenues are generated to support community needs.
The Council is asked to adopt the related Resolutions to approve a final budget and personnel allocation for FY 2023-25 for the budget to begin on July 1, 2023. Staff will also create an adopted budget document and provide this document to Council Members and post on the City’s website in July. Staff will return to the Council with quarterly financial reports over the next fiscal year including the mid-year budget review in early 2024.
FISCAL IMPACT
Adoption of the FY 2023-25 budget appropriates $36.2 million in FY 2023-24 and $31.7 million in FY 2024-25 for total citywide expenditures based on the estimated funding sources for FY 2023- 24 and FY 2024-25 of $36.2 million and $31.7 million, respectively.
Staff Report: FY 2023-25 Proposed Budget and FY 2023-28 Five Year CIP Page 3 June 26, 2023
ALTERNATIVES
The Council has the following alternatives to consider:
1. Adopt Resolutions to adopt the FY 2023-25 budget and FY 2023-28 Capital Improvement Program, appropriate fund for the FY 2023-24 budget, set the FY 2023- 24 Appropriations Limit from Tax Proceeds, and establish authorized positions in departments for FY 2023-25; or
2. Provide alternative direction to staff.
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act.
Attachments
1. Annual Appropriation Resolution
2. Gann Limit Resolution
3. Position Allocation Resolution
RESOLUTION NO. 23-_
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GROVER BEACH, CALIFORNIA APPROPRIATING THE FY 2023-25 BUDGET
WHEREAS, all requisite public hearings relating to the budget have been duly held, and all necessary findings have been made.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL:
PART I
THAT the amounts set forth for the purposes named herein shall, upon the adoption of this Resolution, become the Budget for the City of Grover Beach for FY 2023-25; and
PART II
THAT the general provisions governing this Resolution shall be as follows:
SECTION 1. APPROPRIATION OF THE FY 2023-25 BUDGET. Monies are hereby appropriated from each of the several funds of the City to each department of the City in the amounts set forth herein for employee services, supplies & services, minor capital, special activities, and capital improvements.
SECTION 2. TRANSFERS BETWEEN APPROPRIATIONS AND INCREASE IN APPROPRIATIONS.
a. Consistent with the Financial Policies of the City that are contained in Resolution No. 20-17 of the City Council, any adjustments in the amounts appropriated for the purposes indicated herein at the department/fund level shall be made only upon the motion to amend this Resolution adopted by the affirmative votes of a majority of a quorum of the City Council. Administrative changes within the department/fund level may be made without the approval of the City Council pursuant to Subsection (d) of this Section. b. For accounting and auditing convenience, accounts may be established to receive transfers of appropriations from department appropriations for capital improvements & special activities in two or more different funds for the same project.
c. Department appropriations in Intra-governmental Service Funds (ISF) may be administratively adjusted, provided no amendment to this Resolution would be required to adjust the appropriation in the department receiving the service from the ISF.
d. Any adjustments made pursuant to Subsections (a), (b) or (c) of this Section shall be made consistent with written guidelines established by the City Manager.
Attachment 1
Resolution No. 23-XX Page 2
FY 2023-25 AAR
SECTION 3. TRANSFER WITHIN AN APPROPRIATION. The funds allocated to the respective accounting object classes comprising the total appropriation for each program or department are for purposes of budgeting consideration and convenience only and are not intended to constitute separate appropriations; provided, however, that funds allocated to an object class may be expected for the purposes of any other object class if such expenditures are within the written guidelines established by the City Manager.
SECTION 4. CONTRADICTORY PROVISIONS OF PREVIOUS RESOLUTIONS. Any other prior Resolution or provision thereof of the City Council respecting the appropriation and administration of the FY 2023-25 Budget which is in contradiction with this Resolution is hereby superseded.
Notwithstanding any other provisions of this Resolution, no funds appropriated into the Reserves of the City shall be expended, transferred, obligated, used, encumbered or otherwise disposed of except as specifically authorized by previously approved bonded indebtedness or until the City Council reallocates such appropriations by amending this Resolution as provided in Subsection 2(a) of this Part.
SECTION 5. ADMINISTRATION. The City Manager or his/her designee shall maintain all changes to this Resolution and shall cause to be filed with the City Clerk and the Administrative Services Director a copy of, and subsequent amendments to, this Resolution following its adoption by the City Council.
SECTION 6. CLERICAL CORRECTIONS. The adoption of this Resolution implements the motions and actions of the City Council with respect to the proposed Budget, as amended by those motions and actions, if any, for the direction in drafting this Resolution. By adoption of this Resolution, the City Council hereby directs responsible City staff members to make necessary technical and clerical corrections to this Resolution to implement the intent of the City Council. Such corrections shall not alter, in any manner, the substance or intent of the City Council’s adoption of this Resolution.
PART III
THAT the following amounts are appropriated to the various departments for the purpose or purposes indicated:
FUND 01 - GENERAL FUND FY 2023-24 FY 2024-25
TO: ADMINISTRATIVE SERVICES DEPARTMENT $ 692,082 $ 647,581 General Accounting, Information Technology
TO: CITY MANAGEMENT DEPARTMENT 1,448,687 1,500,536
Legislative, General Management, Human Resources,
Cannabis Regulatory
TO: COMMUNITY DEVELOPMENT DEPARTMENT 1,238,496 1,275,685 Planning, Building Inspection
TO: PARKS AND RECREATION DEPARTMENT 570,238 590,831
Recreation, Parks Facilities, Community Services
TO: POLICE DEPARTMENT 6,305,682 6,671,417
Police Support Services, Police Operations,
Investigations, Communications & Records
Resolution No. 23-XX Page 3
FY 2023-25 AAR
FUND 01 - GENERAL FUND -continued FY 2023-24 FY 2024-25 TO: PUBLIC WORKS AND UTILITIES DEPARTMENT 1,493,289 1,556,799 Facility Maintenance, Street Construction and
Repair, City Shop/Corp Yard, Code Enforcement
TO: NON-DEPARTMENTAL 4,611,503 4,652,430
TO: NON-DEPARTMENTAL 1,591,000 1,600,000
Transfers Out
SUBTOTAL OPERATING & CAPITAL $17,950,977 $18,495,279
TO: NON-DEPARTMENTAL 6,084,446 5,343,756
General Reserve
TO: NON-DEPARTMENTAL 861,708 846,607
Emergency Reserve
SUBTOTAL RESERVES $ 6,946,154 $ 6,190,363
TOTAL GENERAL FUND $24,897,131 $24,685,642
FUND 11 – CAPITAL PROJECTS FUND
TO: TO: CAPITAL IMPROVEMENT PLAN $ 3,515,000 $ 1,974,000
TOTAL CAPITAL PROJECTS FUND $ 3,515,000 $ 1,974,000
FUND 17 - GAS TAX FUND
TO: PUBLIC WORKS AND UTILITIES DEPARTMENT $ 285,000 $ 288,000 Street Construction and Repair
TO: NON-DEPARTMENTAL 78,000 78,000
Transfers Out
TOTAL GAS TAX FUND $ 363,000 $ 366,000
FUND 18 - LOCAL TRANSPORTATION FUND
TO: ADMINISTRATIVE SERVICES DEPARTMENT $ 4,500 $ 4,500
General Accounting
TO: PUBLIC WORKS AND UTILITIES DEPARTMENT 80,000 80,000 Street Construction and Repair
Resolution No. 23-XX Page 4
FY 2023-25 AAR
FY 2023-24 FY 2024-25
TO: NON-DEPARTMENTAL 150,000 100,000
Transfers Out
TOTAL LOCAL TRANSPORTATION FUND $ 234,500 $ 184,500
FUND 19 – ROAD MAINTENANCE AND REHABILITATION FUND
TO: NON-DEPARTMENTAL $ 299,000 $ 299,000
Transfers Out
TOTAL ROAD MAINTENANCE AND REHAB FUND $ 299,000 $ 299,000 FUND 20 – STREET REHABILITATION AND REPAIR FUND
TO: STREET CONSTRUCTION AND REPAIR $ 238,812 $ 255,377
Street Construction and Repair
TO: CAPITAL IMPROVEMENT PLAN 2,246,500 2,760,000
TO: NON DEPARTMENTAL 20,000 20,000
TOTAL STREET REHABILITATION & REPAIR FUND $ 2,505,312 $ 3,035,377 FUND 35 - PUBLIC SAFETY GRANTS FUND
TO: POLICE DEPARTMENT $ 164,000 $ 146,500
Police Operations, Investigations;
Communications & Records
TOTAL PUBLIC SAFETY GRANTS FUND $ 164,000 $ 146,500
FUND 43 – STATE MANDATED ADA FUND
TO: NON-DEPARTMENTAL $ 6,000 $ 6,000
Transfers Out
TOTAL STATE MANDATED ADA FUND $ 6,000 $ 6,000
FUND 53 – FIRE DEVELOPMENT IMPACT FEE FUND
TO: NON-DEPARTMENTAL $ 8,000
Supplies and Services
TOTAL FIRE DEVELOPMENT IMPACT FEE FUND $ 8,000
Resolution No. 23-XX Page 5
FY 2023-25 AAR
FUND 55 – WASTEWATER DEVELOPMENT IMPACT FEE
FUND FY 2023-24 FY 2024-25
TO: NON-DEPARTMENTAL $ 85,000
Transfers Out
TOTAL WASTEWATER DEVELOPMENT IMPACT FEE FUND $ 85,000
FUND 58 – WATER DEVELOPMENT IMPACT FEE FUND
TO: NON-DEPARTMENTAL $ 25,000 $ 25,000
Transfers Out
TOTAL WATER DEVELOPMENT IMPACT FEE FUND $ 25,000 $ 25,000 FUND 71 – EQUIPMENT REPLACEMENT FUND
TO: ADMINISTRATIVE SERVICES DEPARTMENT $ 13,000 $ 13,000 Minor Capital & Debt Service
TO: PUBLIC WORKS AND UTILITIES 55,000 106,750
Minor Capital & Debt Service
TO: POLICE
Minor Capital & Debt Service 908,728 213,729
TOTAL EQUIPMENT REPLACEMENT FUND $ 976,728 $ 333,479
FUND 80 - WASTEWATER ENTERPRISE FUND
TO: NON-DEPARTMENTAL $ 157,405 $ 158,311
TO: PUBLIC WORKS UTILITIES DEPARTMENT 815,717 640,278
Wastewater System, Storm Water System
TO: ADMINISTRATIVE SERVICES DEPARTMENT 432,038 434,228
Utility Billing
TO: CAPITAL IMPROVEMENT PLAN 2,035,000 240,000
TO: NON-DEPARTMENTAL 227,208 248,152
Transfers Out
TOTAL WASTEWATER ENTERPRISE FUND $ 3,667,368 $ 1,720,969 Resolution No. 23-XX Page 6
FY 2023-25 AAR
FUND 81 - WATER ENTERPRISE FUND FY 2023-24 FY 2024-25
TO: NON-DEPARTMENTAL $ 214,603 $ 216,669
TO: PUBLIC WORKS AND UTILITIES DEPARTMENT 2,865,577 2,916,172 Water System
TO: ADMINISTRATIVE SERVICES DEPARTMENT 431,985 434,094
Utility Billing
TO: CAPITAL IMPROVEMENT PLAN 2,405,000 1,060,000
TO: NON-DEPARTMENTAL 432,209 458,153
Transfers Out
TOTAL WATER ENTERPRISE FUND $ 6,349,374 $ 5,085,088
FUND 82 - WATER CONSERVATION FUND
TO: WATER CONSERVATION $ 13,795 $ 14,100
Water Conservation
TOTAL WATER CONSERVATION FUND $ 13,795 $ 14,100
On motion by ______, seconded by _______, and on the following roll-call vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
the foregoing Resolution was PASSED, APPROVED, AND ADOPTED at the Regular Meeting of the City Council of the City of Grover Beach, California, this 26th day of June 2023. _______________________________
KAREN BRIGHT, MAYOR
ATTEST:
______________________________
WENDI SIMS, CITY CLERK
**DRAFT**
RESOLUTION NO. 23-__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GROVER BEACH, CALIFORNIA, SETTING THE FY 2023-24 APPROPRIATIONS LIMIT FROM TAX
PROCEEDS
WHEREAS, in accordance with Article XIIIB of the State Constitution, local governments are required to establish certain spending levels that cannot be exceeded; and WHEREAS, the City of Grover Beach has established in accordance with these requirements its FY 2023-24 appropriations as its base year; and WHEREAS, in accordance with these requirements, cities may annually increase their previous base year appropriations by the per capita income change of their City’s or County’s population increase; and
WHEREAS, the per capita income change from FY 2021-22 to FY 2022-23 has been set at 4.44%, and the City of Grover Beach, certified population change has been set -.5046%; and WHEREAS, the FY 2022-23 appropriation (spending) limit for Grover Beach was $12,569,911 and, when multiplied by the allowed per capita income change increase and the certified population change increase, sets the FY 2023-24 appropriation limit from tax proceeds at $13,061,770.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Grover Beach does hereby establish $12,983,980 as its FY 2023-24 appropriation limit from tax proceeds.
On motion by ___, seconded by ____, and on the following roll-call vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
the foregoing Resolution was PASSED, APPROVED, and ADOPTED at the Regular Meeting of the City Council of the City of Grover Beach, California this 26th day of June 2023. ___________________________________
KAREN BRIGHT, MAYOR
Attest:
_______________________________
WENDI SIMS, CITY CLERK
Attachment 2
**DRAFT**
RESOLUTION NO. 23-__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GROVER BEACH,
CALIFORNIA ESTABLISHING THE NUMBER OF AUTHORIZED POSITIONS IN THE VARIOUS DEPARTMENTS OF THE CITY FOR THE FY 2023-24 BUDGET AND ESTABLISH THE 2023-24 SALARY SCHEDULE
WHEREAS, all requisite public hearings relating to the budget have been duly held, and all necessary findings have been made.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL:
PART I
THAT the number of permanent full-time positions in which persons may be employed by the City during FY 2023-24 is hereby establish as set forth in Part IV of this Resolution; and
PART II
THAT a change in the total number of permanent full-time positions authorized in a department in any Section of Part IV or part-time positions authorized in a department in any Section of Part V shall only be accomplished by Resolution of the City Council; and THAT except as provided in Part III Section 3, the number of persons employed in permanent full-time positions shall not exceed the total number of authorized positions in a department in any Section of Part IV; and
PART III
THAT the number of permanent positions allocated by class to department is for budgeting consideration and convenience only, and is not intended to constitute separate authorization of permanent positions by class except as provided below:
SECTION 1. The number of permanent full-time positions allocated to any department may be adjusted, provided that the number of permanent full-time positions authorized in any Section of Part IV is not exceeded and that there are sufficient unspent appropriations available to fund the adjustment.
SECTION 2. The City Manager or his/her designee may, upon the recommendation of the Administrative Services Director, adjust the number of permanent full-time positions allocated by class within any Section of Part IV, provided that the total number of permanent positions authorized in any Section of Part IV does not change and that there are sufficient unspent appropriations as verified by the Administrative Services Department available to fund the adjustment.
SECTION 3. The number of part-time positions allocated to any department may be adjusted, provided that the number of part-time positions or their full-time equivalents (hereinafter “FTE”) authorized in any Section of Part V is not exceeded and that there are sufficient unspent appropriations available to fund the adjustment.
Attachment 3
Resolution No. 23-XX Page 2
FY 2023-24 PAR
SECTION 4. The City Manager or his/her designee may, upon the recommendation of the Administrative Services Director, adjust the number of part-time positions allocated by class within any Section of Part V, provided that the total number of part-time positions or their FTE authorized in any Section of Part V does not change and that there are sufficient unspent appropriations as verified by the Administrative Services Department available to fund the adjustment.
SECTION 5. The City Manager may, at his/her discretion, extend for a period of up to two months positions scheduled to be eliminated to ensure a smooth transition due to bumping, demotions, and other personnel adjustments required by attempting to accommodate employees affected by layoffs, provided that funds have been budgeted for the transition period.
SECTION 6. Any adjustment made pursuant to Sections 1 through 5 of Part III shall only be made within the guidelines established by the City Manager.
SECTION 7. By adoption of this Resolution, the City Council hereby directs responsible City staff to make necessary technical and clerical corrections to this Resolution to implement the intent of the City Council. Such corrections shall not alter, in any manner, the substance or intent of the City Council in adopting the Budget Resolution.
PART IV
THAT permanent full-time positions are authorized in the various departments as listed by Section as follows:
Number of
Months Positions
Authorized Authorized
SECTION 1. CITY MANAGEMENT DEPARTMENT Full Year 5
Legislative, General Management,
Human Resources
SECTION 2. ADMINISTRATIVE SERVICES Full Year 9
DEPARTMENT
General Accounting, Utility Billing, Risk Management
SECTION 3. COMMUNITY DEVELOPMENT Full Year 5.25
DEPARTMENT
Planning, Building Inspection
SECTION 4. PUBLIC WORKS AND UTILITIES Full Year 16.75
Facility Maintenance, Street Repair, City Shop/
Corp Yard, Wastewater, Water, Storm Water
SECTION 5. PARKS AND RECREATION DEPARTMENT Full Year 3
Recreation, Parks Facilities, Community Services
Resolution No. 23-XX Page 3
FY 2023-24 PAR
SECTION 6. POLICE DEPARTMENT Full Year 29
Police Support Services, Police Operations
Investigations, Communications & Records
TOTAL PERMANENT FULL-TIME POSITIONS 68
PART V
THAT part-time positions are authorized in the various departments as listed by Section as follows:
Number of
Months FTEs
Authorized Authorized
SECTION 1. CITY MANAGEMENT DEPARTMENT Full Year 0.00
Legislative, General Management,
Human Resources,
SECTION 2. ADMINISTRATIVE SERVICES Full Year 0.00
DEPARTMENT
General Accounting, Utility Billing
SECTION 3. COMMUNITY DEVELOPMENT Full Year 0.00
DEPARTMENT
Planning, Building Inspection
SECTION 4. PUBLIC WORKS AND UTILITIES Full Year 0.00
Facility Maintenance, Street Repair, City Shop/
Corp Yard, Wastewater, Water, Storm Water
SECTION 5. PARKS AND RECREATION DEPARTMENT Full Year 0.00 Recreation, Parks Facilities, Community Services
SECTION 6. POLICE DEPARTMENT Full Year 1.10
Police Support Services, Police Operations
Investigations, Communications & Records
TOTAL PART-TIME POSITIONS 1.10
Part VI
THAT the attached salary schedule (Exhibit A) is hereby adopted beginning July 1, 2023.
Resolution No. 23-XX Page 4
FY 2023-24 PAR
On motion by ___, seconded by ____, and on the following roll-call vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
the foregoing Resolution was PASSED, APPROVED, AND ADOPTED at the Regular Meeting by the City Council of the City of Grover Beach, California this 26th day of June 2023. _________________________________
KAREN BRIGHT, MAYOR
ATTEST:
_______________________________
WENDI SIMS, CITY CLERK
**DRAFT**
STAFFING DETAIL & SALARY SCHEDULE July 1, 2023 *=Exempt Section 1 - Executive Management MIN MAX
City Manager * 19,325
Police Chief * 13,053 13,706 14,391 15,110 15,866 16,659 Administrative Services Director * 11,769 12,357 12,975 13,624 14,305 15,021 Community Development Director * 11,712 12,298 12,912 13,558 14,236 14,948 Public Works Director/City Engineer * 11,712 12,298 12,912 13,558 14,236 14,948 Deputy City Manager * 10,546 11,073 11,627 12,208 12,819 13,460 Parks & Recreation Program Director * 8,439 8,861 9,304 9,769 10,258 10,771 Section 2 - Management & Confidential A B C D E F
Senior Engineer * 8,311 8,727 9,163 9,621 10,102 10,607 Capital Improvement Project Manager * 8,080 8,484 8,908 9,354 9,821 10,312 Senior Planner * 7,796 8,186 8,595 9,025 9,476 9,950
City Clerk/Executive Assistant * 7,640 8,022 8,423 8,844 9,286 9,751 Finance Manager * 8,053 8,456 8,878 9,322 9,788 10,278
Associate Engineer * 7,002 7,352 7,720 8,106 8,511 8,937 IT Specialist * 7,111 7,467 7,840 8,232 8,643 9,076
Public Works Supervisor * 6,156 6,464 6,787 7,126 7,483 7,857 Management Analyst * 5,869 6,162 6,471 6,794 7,134 7,490 Accounting Specialist 5,190 5,450 5,722 6,008 6,308 6,624 Administrative Analyst (Confidential) 5,040 5,292 5,557 5,834 6,126 6,432 Deputy City Clerk/Administrative Specialist (Conf) 4,667 4,900 5,145 5,403 5,673 5,956 Section 3 – Police Management & Confidential
Police Commander * 11,499 12,074 12,678 13,312 13,977
Police Services Analyst 6,057 6,360 6,678 7,012 7,362
Management Analyst/Police Department * 5,869 6,162 6,471 6,794 7,134 7,490 Administrative Assistant/Public Safety (Confidential) 4,861 5,104 5,359 5,627 5,909 \\Grover-City-Hall.int\Users\kmattocks\Desktop\Salary Schedule 07.01.2023 6/21/2023
Exhibit A
Section 4 - Competitive Service
Police Sergeant 8,574 9,003 9,453 9,925 10,422 10,943
Associate Planner 6,108 6,413 6,734 7,071 7,424
Assistant Engineer 5,874 6,168 6,476 6,800 7,140
Assistant Planner 5,599 5,879 6,173 6,482 6,806
Police Officer 6,892 7,237 7,598 7,978 8,377 8,796
Communications Supervisor 5,360 5,628 5,909 6,205 6,515 6,841 City Mechanic 5,103 5,358 5,626 5,907 6,203
Code Compliance Officer 4,994 5,244 5,506 5,781 6,070
Community Services Technician II 4,994 5,244 5,506 5,781 6,070 Maintenance Worker III 4,989 5,238 5,500 5,775 6,064
Fleet Maintenance Coordinator 4,872 5,116 5,371 5,640 5,922 Building/Planning Technician 4,759 4,997 5,247 5,509 5,785 Equipment Mechanic II 4,776 5,015 5,266 5,529 5,805
Recreation Coordinator 4,753 4,991 5,240 5,502 5,777
Lead Communications/Records Technician 4,813 5,054 5,306 5,572 5,850 6,143 Records/Property Technician 4,813 5,054 5,306 5,572 5,850 6,143 Accounting Technician III 4,744 4,836 5,078 5,332 5,599 Accounting Technician II 4,519 4,745 4,982 5,231 5,493
Communication/Records Technician 4,579 4,808 5,048 5,301 5,566 5,844 Maintenance Worker II 4,529 4,755 4,993 5,243 5,505
Accounting Technician I 4,303 4,518 4,744 4,981 5,230
Administrative Secretary 4,289 4,503 4,729 4,965 5,213
Community Services Technician I 4,225 4,437 4,659 4,891 5,136 Administrative Assistant III 4,060 4,263 4,476 4,700 4,935 It Assistant 3,997 4,197 4,407 4,627 4,859
Engineering Technician 4,478 4,702 4,938 5,184 5,444
Maintenance Specialist 3,822 4,013 4,214 4,424 4,646
Administrative Assistant II 3,653 3,836 4,027 4,229 4,440 Maintenance Worker I 3,642 3,824 4,015 4,216 4,427
Equipment Mechanic I 3,642 3,824 4,015 4,216 4,427
Administrative Assistant I 3,304 3,469 3,643 3,825 4,016 \\Grover-City-Hall.int\Users\kmattocks\Desktop\Salary Schedule 07.01.2023 6/21/2023
Section 5 – Hourly/Part-Time/Miscellaneous Classes
Administrative Assistant I 19.07 $20.02 $21.03 $22.08 $23.18 Administrative Assistant II 21.08 $22.14 $23.25 $24.41 $25.63 Administrative Assistant III 23.43 $24.60 $25.83 $27.12 $28.48 Police Detective (P/T) 41.75 $43.83 $46.02 $48.33 $50.74 $53.28 Reserve Police Officer: 39.76 $41.75 $43.83 $46.02 $48.33 $50.74 Community Service Technician I (P/T) 24.37 $25.59 $26.87 $28.21 $29.62 Communications/Records Technician (P/T) 26.43 $27.75 $29.13 $30.59 $32.12 $33.73 Property/Records Technician (P/T) 25.81 $27.10 $28.46 $29.88 $31.37 $32.94 Police Officer Trainee (F/T) (monthly) 6892
Intern - Part Time 15.50
Executive Management Employee Group: Resolution No. 15-50; Resolution No. 16-34; and Resolution No. 16-36, Resolution No. 18- 50, Resolution 21-22
Management & Confidential Employee Group: Resolution No. 15-70; Resolution No. 16-23; Resolution No. 16-31; Resolution No. 17-10; Resolution No. 17-40; Resolution No. 18-03; and Resolution No. 18- 26, Resolution No. 18-51, Resolution No. 18-91, Resolution 20-12, Resolution 21-22, Resolution 21-32
Police Management & Confidential Employee Group: Resolution No. 15-44; Resolution No. 15-45; Resolution No. 16-32, Resolution No. 17-18, Resolution 18-54, Reso 19-62, Resolution 21-21
Police Officers Association: Resolution No. 15-75, Resolution 18 - 76, Resolution 20-04, Resolution 20-39, Resolution 21-08, Resolution 21-19
SEIU, Local 620: Resolution No. 15-63; Resolution No. 16-07; Resolution No. 17-37; and Resolution 18-02; Resolution 20-12, Resolution 21-19, Resolution 22-35
\\Grover-City-Hall.int\Users\kmattocks\Desktop\Salary Schedule 07.01.2023 6/21/2023
Agenda Item No. 7
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Lorena Zarate, Finance Manager
SUBJECT: Annual Approval of the City of Grover Beach Investment Policy
RECOMMENDATION
Review and Approve the City of Grover Beach Investment Policy
BACKGROUND
Senate Bills 866 and 564 were signed into law in 1995 to provide additional requirements on public agency investments. SB 866 added to California Government Code Section 53600, Section 53600.3 (the “prudent investor” standard) and Section 53600.5 mandating and prioritizing three objectives of investing public funds (i.e., safety, liquidity, and yield) and Section 53600.6 declaring the deposit and investment practices of local agencies to be an issue of statewide concern. SB 564 also repealed and rewrote California Government Code Section 53646 mandating cities and other local agencies to adopt a written investment policy and submitting it to the legislative body of the local agency. Further, this policy and any changes shall be considered at least annually at a public meeting. SB 564 also required quarterly reports concerning financial holdings, a statement of compliance along with the report and a statement concerning the ability to meet cash flow needs in the ensuing six months that must be filed with the agency’s governing body.
Attachment 1 contains the City’s Investment Policy which is presented to the Council for annual approval pursuant to SB 564. There are no substantive changes to the policy recommended for the Council’s consideration.
FISCAL IMPACT
There is no fiscal impact with approving the Investment Policy.
ALTERNATIVES
The Council has the following alternatives to consider:
1. Review and approve the City of Grover Beach Investment Policy; or
2. Do not approve the City of Grover Beach Investment Policy; or
3. Provide alternative direction to staff
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act.
Staff Report: Annual Approval of City of Grover Beach Investment Policy Page 2 June 26, 2023
Attachments
1. Investment Policy
−1−
THE CITY OF GROVER BEACH
INVESTMENT POLICY
Updated: June 2023
Attachment 1
−2−
City of Grover Beach Investment Policy
I. Scope
This policy applies to the investment of short-term operating funds. Longer-term funds, including investments of proceeds from certain bond issues, are covered by a separate policy.
1. Pooling of Funds
Except for cash in certain restricted and special funds, the City of Grover Beach will consolidate cash balances from all funds to maximize investment earnings. Investment income will be allocated to the various funds based on their respective participation and in accordance with generally accepted accounting principles.
II. General Objectives
The primary objectives, in priority order, of investment activities shall be safety, liquidity, and yield:
1. Safety
Safety of principal is the foremost objective of the investment program. Investments shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective will be to mitigate credit risk and interest rate risk. a. Credit Risk
The City of Grover Beach will minimize credit risk, the risk of loss due to the failure of the security issuer or backer, by:
· Limiting investments to the safest types of securities · Pre-qualifying the financial institutions, broker/dealers, intermediaries, and advisers with which the City of Grover Beach will do business · Diversifying the investment portfolio so that potential losses on individual securities will be minimized.
b. Interest Rate Risk
The City of Grover Beach will minimize the risk that the market value of securities in the portfolio will fall due to changes in general interest rates, by:
· Structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to maturity
· Investing operating funds primarily in shorter-term securities, money market mutual funds, or similar investment pools.
2. Liquidity
The investment portfolio shall remain sufficiently liquid to meet all operating requirements that may be reasonably anticipated. This is accomplished by structuring Investment Policy
−3−
the portfolio so that securities mature concurrent with cash needs to meet anticipated demands (static Liquidity). Furthermore, since all possible cash demands cannot be anticipated, the portfolio should consist largely of securities with active secondary or resale markets (dynamic Liquidity). A portion of the portfolio also may be placed in money market mutual funds or local government investment pools which offer sameday liquidity for short-term funds.
3. Yield
The investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, while taking into account the investment risk constraints and liquidity needs. Return on investment is of secondary importance compared to the safety and liquidity objectives described above. The core of investments are limited to relatively low risk securities in anticipation of earnings a fair return relative to the risk being assumed. Securities shall not be sold prior to maturity with the following exceptions:
a. A security with declining credit may be sold early to minimize loss of principal. b. A security swap would improve the quality, yield, or target duration in the portfolio. c. Liquidity needs of the portfolio require that the security be sold.
III. Standards of Care
1. Prudence
The standard of prudence to be used by investment officials shall be the “prudent person” standard, and shall be applied in the context of managing an overall portfolio.
Investment officers, acting in accordance with written procedures and this investment policy and exercising due diligence, shall be relieved of personal responsibility for an individual security’s credit risk or market price changes, provided deviations from expectations are reported in a timely fashion and the liquidity and the sale of securities are carried out in accordance with the terms of this policy.
Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital, as well as the probable income to be derived.
2. Ethics and Conflicts of Interest
Officers and employees involved in the investment process shall refrain from personal business activity that could conflict with the proper execution and management of the investment program, or that could impair their ability to make impartial decisions.
Employees and investment officials shall disclose any material interests in financial institutions with which they conduct business. They shall further disclose any personal financial/investment positions that could be related to the performance of the investment portfolio. Employees and officers shall refrain from undertaking personal investment transactions with the same individual with whom business is conducted on behalf of the City of Grover Beach.
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3. Delegation of Authority
Authority to manage the investment program is granted to City Treasurer, hereinafter referred to as investment officer and derived from the following:
Responsibility for the operation of the investment program is hereby delegated to the investment officer, who shall act in accordance with established written procedures and internal controls for the operation of the investment program consistent with this investment policy. Procedures should include references to: safekeeping, delivery vs. payment, investment accounting, repurchase agreements, wire transfer agreements, and collateral/depository agreements. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the investment officer. The investment officer shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials.
IV. Safekeeping and Custody
1. Authorized Financial Dealers and Institutions
A list will be maintained of financial institutions authorized to provide investment services. In addition, a list also will be maintained of approved security broker/dealers selected by creditworthiness (e.g. a minimum capital requirement of $10,000,000 and at least five years of operation). These may include “primary” dealers or regional dealers that qualify under Securities and Exchange Commission (SEC) Rule 15C2-1 (uniform net capital rule).
All financial institutions and broker/dealers, who desire to become qualified for investment transactions, must supply the following as appropriate:
b. Audited financial statements
c. Proof of National Association of Securities Dealers (NASD) certification d. Proof of state registration
e. Completed broker/dealer questionnaire
f. Certification of having read and understood and agreeing to comply with the City of Grover Beach’s investment policy.
An annual review of the financial condition and registration of qualified financial institutions and broker/dealers will be conducted by the investment officer.
From time to time, the investment officer may choose to invest in instruments offered by minority and community financial institutions. In such situations, a waiver to the criteria under Paragraph 1 may be granted. All terms and relationships will be fully disclosed prior to purchase, will be reported to the appropriate entity on a consistent basis and should be consistent with state or local law. These types of investment purchases should be approved by the appropriate legislative or governing body in advance.
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2. Internal Controls
The investment officer is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the City of Grover Beach are protected from loss, theft or misuse. The internal control structure shall be designed to provide reasonable assurance that these objectives are met. The concept of reasonable assurance recognizes that (1) the cost of a control should not exceed the benefits likely to be derived and (2) the valuation of costs and benefits requires estimates and judgments by management.
Accordingly, the investment officer shall establish a process for an annual independent review by an external auditor to assure compliance with policies and procedures. The internal controls shall address the following points:
c. Control of collusion
d. Separation of transaction authority from accounting and record keeping e. Custodial safekeeping
f. Avoidance of physical delivery securities
g. Clear delegation of authority to subordinate staff members h. Written confirmation of transactions for investments and wire transfers i. Development of a wire transfer agreement with the lead bank and third-party custodian
3. Delivery vs. Payment
All trades where applicable will be executed by delivery vs. payment (DVP) to ensure that securities are deposited in an eligible financial institution prior to release of funds.
Securities will be held by a third-party custodian as evidenced by safekeeping receipts.
V. Suitable and Authorized Investments
1. Investment Types
Consistent with the GFOA Policy Statement on State and Local Laws Concerning Investment Practices, the following investments will be permitted by this policy and are those defined by state and local law where applicable:
a. U.S. government obligations, U.S. government agency obligations, and U.S. government instrumentality obligations, which have a liquid market with a readily determinable market value;
b. Canadian government obligations (payable in local currency); c. Certificates of deposit and other evidences of deposit at financial institutions, bankers; acceptances, and commercial paper, rated in the highest tier (e.g., A-1, P-1, F-1, or D-1 or higher) by a nationally recognized rating agency; d. Investment-grade obligations of state, provincial and local governments and public authorities;
e. Repurchase agreements whose underlying purchased securities consist of the forgoing:
1. Money market mutual funds regulated by the Securities and Exchange Commission and whose portfolios consist only of dollar-denominated securities; and:
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2. Local government investment pools, either state-administered or through joint powers statutes and other intergovernmental agreement legislation.
Investment in derivatives of the above instruments shall require authorization by the appropriate governing authority. (See the GFOA Recommended Practice on “Use of Derivatives by State and Local Governments,” 1994.)
1. Collateralization
Where allowed by state law and in accordance with the GFOA Recommended Practices on the Collateralization of Public Deposits, full collateralization will be required on non-negotiable certificates of deposit. (See GFOA Recommended Practices, Appendix
3.)
2. Repurchase Agreements
Repurchase agreements shall be consistent with GFOA Recommended Practices on Repurchase Agreements. (See GFOA Recommended Practices, Appendix 3.) VI. Investment Parameters
1. Diversification
The investments shall be diversified by:
b. limiting investments to avoid over concentration in securities from a specific issuer or business sector (excluding U.S. Treasury securities), c. limiting investment in securities that have higher credit risks, d. investing in securities with varying maturities, and e. continuously investing a portion of the portfolio in readily available funds such as local government investment pools (GLIPs), money market funds or overnight repurchase agreements to ensure that appropriate liquidity is maintained in order to meet ongoing obligations. (See the GFOA Recommended Practice on “Diversification of Investments in a Portfolio: in Appendix 3.)
2. Maximum Maturities
To the extent possible, the City of Grover Beach shall attempt to match its investments with anticipated cash flow requirements. Unless matched to a specific cash flow the City of Grover Beach will not directly invest in securities maturing more than five (5) years from the date of purchase or in accordance with state and local statutes and ordinances. The City of Grover Beach shall adopt weighted average maturity limitations (which often range from 90 days to 3 years), consistent with the investment objectives.
Reserve funds and other funds with longer-term investment horizons may be invested in securities exceeding five (5) years, if the maturity of such investments are made to coincide as nearly as practicable with the expected use of funds. The intent to invest in securities with longer maturities shall be disclosed in writing to the legislative body. (See the GFOA Recommended Practice on “Maturities of Investments in a Portfolio” in Appendix 3.)
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Because of inherent difficulties in accurately forecasting cash-flow requirements, a portion of the portfolio should be continuously invested in readily available funds such as LGIPs, money market funds, or overnight repurchase agreements to ensure that appropriate liquidity is maintained to meet ongoing obligations.
VII. Reporting
1. Methods
The investment officer shall prepare an investment report at least quarterly, including a management summary that provides an analysis of the status of the current investment portfolio and transactions made over the last quarter. This management summary will be prepared in a manner which will allow the City of Grover Beach to ascertain whether investment activities during the reporting period have conformed to the investment policy. The report should be provided to the investment officer, the legislative body, and any pool participants. The report will include the following:
a. Listing of individual securities held at the end of the reporting period. b. Realized and unrealized gains or losses resulting from appreciation or depreciation by listing the cost and market value of securities over one-year duration that are not intended to be held until maturity (in accordance with Governmental Accounting Standards Board (GASB) requirements).
c. Average weighted yield to maturity of portfolio on investments as compared to applicable benchmarks.
d. Listing of investment by maturity date.
e. Percentage of the total portfolio which each type of investment represents.
1. Performance Standards
The investment portfolio will be managed in accordance with the parameters specified within this policy. The portfolio should obtain a market average rate of return during a market/economic environment of stable interest rates. A series of appropriate benchmarks shall be established against which portfolio performance shall be compared on a regular basis.
2. Marking to Market
The market value of the portfolio shall be calculated at least quarterly, and a statement of the market value of the portfolio shall be issued at least quarterly. This will ensure that review of the investment portfolio, in terms of value and price volatility, has been performed consistent with the GFOA Recommended Practice on “Mark-to-Market Practices for State and local Government Investment Portfolios and Investment Pools.” (See GFOA Recommended Practices, Appendix 3.) In defining market value, considerations should be given to the GASB Statement 31 pronouncement. −8−
Investment Policy
VIII. Policy Considerations
1. Exemption
Any investment currently held that does not meet the guidelines of this policy shall be exempted from the requirements of this policy. At maturity or liquidation, such monies shall be reinvested only as provided by this policy.
2. Amendments
This policy shall be reviewed on an annual basis. Any changes must be approved by the investment officer and any other appropriate authority, as well as the individual(s) charged with maintaining internal controls.
3. Waivers of Investment Policy
There will be circumstances from time to time when strict adherence to a provision of this Investment Policy is not possible or not in the best interest of the City of Grover Beach.
If the City of Grover Beach Staff has determined that a waiver of one or more provisions of this investment Policy should be considered, staff will prepare an analysis for the governing body describing the rationale and the impact of the waiver on the proposed investment.
Provisions of this Investment Policy may be waived by the approval of the governing body.
The failure of an investment to comply with one or more provisions of this investment Policy shall in no way affect the validity of any investment entered into by the City of Grover Beach in accordance with applicable laws.
IX. List of Attachments
The following documents, as applicable, are attached to this policy:
· Appendix 1: Glossary
· Appendix 2: Investment Pools
· Appendix 3: GFOA Recommended Practices and Policy Statements · Listing of authorized personnel
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Appendix 1: Glossary
Accrued Interest - The accumulated interest due on a bond as of the last interest payment made by the issuer.
Agency - A debt security issued by a federal or federally sponsored agency. Federal agencies are backed by the full faith and credit of the U.S. Government. Federally sponsored agencies (FSAs) are backed by each particular agency with a market perception that there is an implicit government guarantee. An example of federal agency is the Government National Mortgage Association (GNMA). An example of an FSA is the Federal National Mortgage Association (FNMA).
Amortization - The systematic reduction of the amount owed on a debt issued through periodic payments of principal.
Average Life - The average length of time that an issue of serial bonds and/or term bonds, with a mandatory sinking fund feature, is expected to be outstanding.
Basis Point - A unit of measurement used in the valuation of fixed-income securities equal to 1/100 of 1 percent of yield, e.g., “1/4" of 1 percent is equal to 25 basis points.
Bid - The indicated price at which a buyer is willing to purchase a security or commodity.
Book Value - The value at which a security is carried on the inventory lists or other financial records of an investor. The book value may differ significantly from the security’s current value in the market.
Callable Bond - A bond issue in which all or part of its outstanding principal amount may be redeemed before maturity by the issuer under specified conditions.
Call Price - The price at which an issuer may redeem a bond prior to maturity. The price is usually at a slight premium to the bond’s original issue price to compensate the holder for loss of income and ownership.
Call Risk - The risk to a bondholder that a bond may be redeemed prior to maturity.
Cash Sale/Purchase - A transaction which calls for delivery and payment of securities on the same day that the transaction is initiated.
Collateralization - Process by which a borrower pledges securities, property, or other deposits for the purpose of securing the repayment of a loan and/or security.
Commercial Paper - An unsecured short-term promissory note issued by corporations, with maturities ranging from 2 to 270 days.
Convexity - A measure of a bond’s price sensitivity to changing interest rates. A high convexity indicates greater sensitivity of a bond’s price-to-interest rate changes. −10−
Appendix 1: Glossary con’t.
Coupon Rate - The annual rate of interest received by an investor from the issuer of certain types of fixed-income securities. Also known as the “interest rate.” Credit Quality - The measurement of the financial strength of a bond issuer. This measurement helps an investor to understand an issuer’s ability to make timely interest payments and repay the loan principal upon maturity. Generally, the higher the credit quality of a bond issuer, the lower the interest rate paid by the issuer, because the risk of default is lower. Credit quality ratings are provided by nationally recognized rating agencies.
Credit Risk - The risk to an investor that an issuer will default in the payment of interest and/or principal on a security.
Current Yield (Current Return) - A yield calculation determined by dividing the annual interest received on a security by the current market price of that security.
Delivery Versus Payment (DVP) - A type of securities transaction in which the purchaser pays for the securities when they are delivered either to the purchaser or his/her custodian.
Derivative Security - Financial instrument created from, or whose value depends upon, one or more underlying assets or indexes of asset values.
Discount - The amount by which the par value of a security exceeds the price paid for the security.
Diversification - A process of investing assets among a range of security types by sector, maturity, and quality rating.
Duration - A measure of the timing of the cash flows, such as the interest payments and the principal repayment, to be received from a given fixed-income security. This calculation is based on three variables: term to maturity, coupon rate, and yield to maturity. The duration of the security is a useful indicator of its price volatility for given changes in interest rates.
Fair Value - The amount at which an investment could be exchanged in a current transaction between willing parties, other than in a forced or liquidation sale.
Federal Funds (Fed Funds) - Funds placed in Federal Reserve banks by depository institutions in excess of current reserve requirements. These depository institutions may lend fed funds to each other overnight or on a longer basis. They may also transfer funds among each other on the same-day basis through the Federal Reserve banking system. Fed funds re-considered to be immediately available funds.
Federal Funds Rate - Interest rate charged by one institution lending federal funds to the other.
Government Securities - An obligation of the U.S. government, backed by the full faith and credit of the government. These securities are regarded as the highest quality of investment securities available in the U.S. Securities market. (See “Treasury Bills, Notes, and Bonds.”) Appendix 1: Glossary con’t
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Interest Rate - (See “Coupon Rate.”)
Interest Rate Risk - The risk associated with declines or rises in interest rates, which cause an investment in a fixed-income security to increase or decrease in value.
Internal Controls - An internal control structure designed to ensure that the assets of the entity are protected from loss, theft, or misuse. The internal control structure is designed to provide reasonable assurance that these objectives are met. The concept of reasonable assurance recognizes that 1) the cost of a control should not exceed the benefits likely to be derived and 2) the valuation of costs and benefits requires estimates and judgments by management. Internal controls should address the following points:
1. Control of Collusion - Collusion is a situation where two or more employees are working in conjunction to defraud their employer.
2. Separation of transaction authority from accounting and record keeping - By separating the person who authorizes or performs the transaction from the people who record or otherwise account for the transaction, a separation of duties is achieved.
3. Custodial safekeeping - Securities purchased from any bank or dealer including appropriate collateral (as defined by state law) shall be placed with an independent third party for custodial safekeeping.
4. Avoidance of physical delivery securities - Book-entry Securities are much easier to transfer and account for since actual delivery of a document never takes place. Delivered securities must be properly safeguarded against loss or destruction. The potential for fraud and loss increases with physically delivered securities.
5. Clear delegation of authority to subordinate staff members - subordinate staff members must have a clear understanding of their authority and responsibilities to avoid improper actions. Clear delegation of authority also preserves the internal control structure that is contingent on the various staff positions and their respective responsibilities.
6. Written confirmation of transactions for investments and wire transfers - Due to the potential for error and improprieties arising from telephone and electronic transactions, all transactions should be supported by written communications and approved by the appropriate person. Written communications may be via fax if on letterhead and if the safekeeping institution has a list of authorized signatures.
7. Development of a wire transfer agreement with the lead bank and third-party custodian - The designated official should ensure that an agreement will be entered into and will address the following points: controls, security provisions, and responsibilities of each party making and receiving wire transfers.
Inverted Yield Curve - A chart formation that illustrates long-term securities having lower yields than short-term securities. This configuration usually occurs during periods of high inflation coupled with low levels of confidence in the economy and a restrictive monetary policy.
Investment Company Act of 1940 - Federal legislation which sets the standards by which investment companies, such as mutual funds, are regulated in the areas of advertising, promotion, performance reporting requirements, and securities valuations.
Appendix 1: Glossary con’t
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Investment Policy - A concise and clear statement of the objectives and parameters formulated by an investor or investment manager for a portfolio of investment securities.
Investment-grade Obligations - An investment instrument suitable for purchase by institutional investors under the prudent person rule. Investment-grade is restricted to those obligations rated BBB or higher by a rating agency.
Liquidity - An asset that can be converted easily and quickly into cash has high liquidity.
Local Government Investment Pool (LGIP) - An investment by local governments in which their money is pooled as a method for managing local funds.
Mark-to-market - The process whereby the book value or collateral value of a security is adjusted to reflect its current market value.
Market Risk - The risk that the value of a security will rise or decline as a result of changes in market conditions.
Market Value - Current market price of a security.
Maturity - The date on which payment of a financial obligation is due. The final stated maturity is the date on which the issuer must retire a bond and pay the face value to the bondholder. (See “Weighted Average Maturity.”)
Money Market Mutual Fund - Mutual funds that invest solely in money market instruments (short-term debt instruments, such as Treasury bills, commercial paper, bankers’ acceptances, repos and federal funds).
Mutual Fund - An investment company that pools money and can invest in a variety of securities, including fixed-income securities and money market instruments. Mutual funds are regulated by the Investment Company Act of 1940 and must abide by the following Securities and Exchange Commission (SEC) disclosure guidelines;
1. Report standardized performance calculations.
2. Disseminate timely and accurate information regarding the fund’s holdings, performance, management and general investment policy.
3. Have the fund’s investment policies and activities supervised by a board of trustees, which are independent of the adviser, administrator or other vendor of the fund.
4. Maintain the daily liquidity of the fund’s shares.
5. Value its portfolios on a daily basis.
6. Have all individuals who sell SEC-registered products licensed with a self-regulating organization (SRO) such as the National Association of Securities Dealers(NASD).
7. Have an investment policy governed by a prospectus which is updated and filed by the SEC annually.
Appendix 1: Glossary con’t
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Mutual Fund Statistical Services - Companies that track and rate mutual funds, e.g.
IBC/Donoghue, Lipper Analytical Services, and Morningstar.
National Association of Securities Dealers (NASD) - a self-regulatory organization (SRO) of brokers and dealers in the over-the-counter securities business. Its regulatory mandate includes authority over firms that distribute mutual fund shares, as well as other securities.
Net Asset Value - The market value of one share of an investment company, such as a mutual fund. This figure is calculated by totaling a fund’s assets which includes securities, cash, and any accrued earnings, subtracting this from the fund’s liabilities and dividing this total by the number of shares outstanding. This is calculated once a day based on the closing price for each security in the fund’s portfolio. (See below.)
[(Total assets) - (Liabilities)]/(Number of shares outstanding) No Load Fund - A mutual fund which does not levy a sales charge on the purchase of its shares.
Nominal Yield - The stated rate of interest that a bond pays its current owner, based on par value of the security. It is also known as the “coupon,” “coupon rate,” or “interest rate.” Offer - An indicated price at which market participants are willing to sell a security or commodity. Also referred to as the “Ask price.”
Par - Face value or principal value of a bond, typically $1,000 per bond.
Positive Yield Curve - A chart formation that illustrates short-term securities having lower yield than long-term securities.
Premium - The amount by which the price paid for a security exceeds the security’s par value.
Prime Rate - A preferred interest rate charged by commercial banks to their most creditworthy customers. Many interest rates are keyed to this rate.
Principal - The face value or par value of a debt instrument. Also may refer to the amount of capital invested in a given security.
Prospectus - A legal document that must be provided to any prospective purchaser of a new securities offering registered with the SEC. This can include information on the issuer, the issuer’s business, the proposed use of proceeds, the experience of the issuer’s management, and certain certified financial statements.
Prudent Person Rule - An investment standard outlining the fiduciary responsibilities of public funds investors relating to investment practices.
Appendix 1: Glossary con’t
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Regular Way Delivery - Securities settlement that calls for delivery and payment on the third business day following the trade date (T+3). (Payment on a T+1 basis is currently under consideration.) Mutual funds are settled on a same day basis; government securities are settled on the next business day.
Reinvestment Risk - The risk that a fixed-income investor will be unable to reinvest income proceeds from a security holding at the same rate of return currently generated by that holding.
Repurchase Agreement (repo or RP) - An agreement of one party to sell securities at a specified price to a second party and a simultaneous agreement of the first party to repurchase the securities at a specified price or at a specified later date.
Reverse Repurchase Agreement (Reverse Repo) - An agreement of one party to repurchase securities at a specified price from a second party and a simultaneous agreement by the first party to resell the securities at a specified price to the second party on demand or at a specified date.
Rule 2a-7 of the Investment Company Act - Applies to all money market mutual funds and mandates such funds to maintain certain standards, including a 13-month maturity limit and a 90- day average maturity on investments, to help maintain a constant net asset value of one dollar ($1.00).
Safekeeping - Holding of assets (e.g., securities) by a financial institution.
Securities Exchange Commission (SEC) -
Serial Bond - A bond issue, usually of a municipality, with various maturity dates scheduled at regular intervals until the entire issue is retired.
Sinking Fund - Money accumulated on a regular basis in a separate custodial account that is used to redeem debt securities or preferred stock issues.
Swap - Trading one asset for another.
Term Bond - Bonds comprising a large part or all of a particular issue which come due in a single maturity. The issuer usually agrees to make periodic payments into a sinking fund for mandatory redemption of term bonds before maturity.
Total Return - The sum of all investment income, plus changes in the capital value of the portfolio. For mutual funds, return on an investment is composed of share price appreciation, plus any realized dividends or capital gains. This is calculated by taking the following components during a certain time period.
(Price appreciation) + (Dividends paid) + (Capital gains) = Total Return Treasury Bills - Short-term U.S. government non-interest bearing debt securities, with maturities of no longer than one year and issued in minimum denominations of $10,000.
Auctions of three- and six-month bills are weekly, while auctions of one-year bills are monthly.
Appendix 1: Glossary con’t
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The yields on these bills are monitored closely in the money markets for signs of interest rate trends.
Treasury Notes - Intermediate U.S. government debt securities with maturities of one to ten years and issued in denominations ranging from $1,000 to $1 million or more.
Treasury Bonds - Long-term U.S. government debt securities with maturities of ten years or longer, and issued in minimum denominations of $1,000. Currently, the longest outstanding maturity for such securities is 30 years.
Uniform Net Capital Rule - SEC Rule 15C3-1 outlining capital requirements for broker/dealers.
Volatility - A degree of fluctuation in the price and valuation of securities. “Volatility Risk” Rating - A rating system to clearly indicate the level of volatility and other non-credit risk associated with securities and certain bond funds. The rating for bond funds range from those that have extremely low sensitivity to changing market conditions and offer the greatest stability of the returns (“aaa” by S&P; “v-1" by Fitch) to those that are highly sensitive with current identifiable market volatility risk (“ccc-“ by S&P, “V-10" by Fitch).
Weighted Average Maturity (WAM) - The average maturity of all the securities that comprise a portfolio. According to SEC rule 2a-7, the WAM for SEC registered money market mutual funds may not exceed 90 days and no one security may have a maturity that exceeds 397 days.
When Issued (WI) - A conditional transaction in which an authorized new security has not been issued. All “when issued” transactions are settled when the actual security is issued.
Yield - The current rate of return on an investment security generally expressed as a percentage of the security’s current price.
Yield-to-call (YTC) - The rate of return an investor earns from a bond assuming the bond is redeemed (called) prior to its nominal maturity date.
Yield Curve - A graphic representation that depicts the relationship at a given point in time between yields and maturity for bonds that are identical in every way except maturity. A normal yield curve may be alternatively referred to as a positive yield curve.
Yield-to-maturity - The rate of return yielded by a debt security held to maturity, when both interest payments and the investor’s potential capital gain or loss are included in the calculation of return.
Zero-coupon Securities - Security that is issued at a discount and makes no periodic interest payments. The rate of return consists of a gradual accretion of the principal of the security and is payable at par upon maturity.
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Appendix 2: Investment Pools
1. Definition
In most states, there are provisions for the creation and operation of a government investment pool. The purpose of a pool is to allow political subdivisions to pool investable funds in order to achieve a potentially higher yield.
There are basically three (3) types of pools: 1) state-run pools, 2) pools that are operated by a political subdivision where allowed by law and the political subdivision is the trustee, and 3) pools that are operated for profit by third parties. Prior to any political subdivision being involved with any type of pool, a thorough investigation of the pool and its policies and procedures must be reviewed.
2. Pool Questionnaire
Prior to entering a pool, the following questions and issues should be considered:
Securities:
Government pools may invest in a broader range of securities than an entity may invest in. It is important to be aware of, and comfortable with, the securities a pool buys. The following is a list of questions an investment officer may wish to ask a prospective Pool.
1. Does the pool provide a written statement of investment policy and objectives?
2. Does the Statement contain:
a. a description of eligible investment instruments?
b. the credit standards for investments?
c. the allowable maturity range of investments?
d. the maximum allowable dollar weighted average portfolio maturity? e. the limits of portfolio concentration permitted for each type of security? f. the policy on reverse repurchase agreements, options, short sales and futures?
3. Are changes in the policies communicated to the pool participants?
4. Does the pool contain only the types of securities that are permitted by your investment policy?
Interest:
Interest is not reported in a standard format, so it is important to know how interest is quoted, calculated, and distributed in order to make comparisons with other investment alternatives.
Interest Calculations
1. Does the pool disclose the following about yield calculations:
a. the methodology used to calculate interest? (simple maturity, yield to maturity, etc.)
b. the frequency of interest payments?
c. how interest is paid? (credited to principal at the end of the month, each quarter; mailed?)
d. how are gains/losses reported? factored monthly or only when realized? −17−
Appendix 2: Investment Pools
Reporting
1. Is the yield reported to participants of the pool monthly? (If not, how often?)
2. Are expenses of the pool deducted before quoting the yield?
3. Is the yield generally in line with the market yields for other investment alternatives?
4. How often does the pool report? What information does the report include? Does it include the market value of securities?
Security:
The following questions are designed to help safeguard funds from loss of principal and loss of market value.
1. Does the pool disclose safekeeping practices?
2. Is the pool subject to audit by an independent auditor at least annually?
3. Is a copy of the audit report available to participants?
4. Who makes the portfolio decisions?
5. How does the manager monitor the credit risk of the securities in the pool?
6. Is the pool monitored by someone on the board of a separate neutral party external to the investment function to ensure compliance with written policies?
7. Does the pool have specific policies with regard to the various investment vehicles? a. What are the different investment alternatives?
b. What are the policies for each type of investment?
8. Does the pool mark the portfolio to its own market value?
9. Does the pool disclose the following about how portfolio securities are valued? a. What is the frequency with which the portfolio securities are valued? b. What is the method used to value the portfolio (cost, current value, or some other method)?
Operations:
The answers to the following questions will help determine whether this pool meets the entity’s operational requirements:
1. Does the pool limit eligible participants?
2. What entities are permitted to invest in the pool?
3. Does the pool allow multiple accounts and sub-accounts?
4. Is there a minimum or maximum account size?
5. Does the pool limit the number of transactions each month? What is the number of transactions permitted each month?
6. Is there a limit on transactions amounts for withdrawals and deposits? a. What is the minimum and maximum withdrawal amount permitted? b. What is the minimum and maximum deposit amount permitted?
7. How much notice is required for withdrawals/deposits? −18−
Appendix 2: Investment Pools
8. What is the cutoff time for deposits and withdrawals?
9. Can withdrawals be denied?
10. Are the funds 100 percent withdrawable at any time?
11. What are the procedures for making deposits and withdrawals? a. What is the paperwork required, if any?
b. What is the wiring process?
12. Can an account remain open with a zero balance?
13. Are confirmations sent following each transaction?
Statements:
It is important for the City Treasurer and the Agency’s trustee (when applicable) to receive statements monthly, so the pool’s records of activity and holdings are reconciled by the City Treasurer and its trustee.
1. Are statements for each account sent to participants? a. What are the fees?
b. How often are they passed?
c. How are they paid?
d. Are there additional fees for wiring funds? (What is the fee?)
2. Are expenses deducted before quoting the yield?
Questions to consider for Bond Proceeds:
It is important to know (1) whether the pool accepts bond proceeds and (2) whether the pool qualifies with the U.S. Department of the Treasury as an acceptable commingled fund for arbitrage purposes.
1. Does the pool accept bond proceeds subject to arbitrage rebate?
2. Does the pool provide accounting and investment records suitable for proceeds of bond issuance subject to arbitrage rebate?
3. Will the yield calculation reported by the pool be acceptable to the IRS, or will it have to be recalculated?
4. Will the pool accept transaction instructions from a trustee?
5. Are separate accounts allowed for each bond issue so that the interest earnings of funds are subject to rebate are not commingled with funds not subject to regulations?
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Appendix 3: GFOA Recommended Practices and Policy Statements GFOA’s Standing Committee on Cash Management has developed recommended practices and policy statements pertaining the prudent investment of public funds. State and local governments should carefully consider the factors outlined in the GFOA recommended practices and policy statements when making investment decisions and entering into investment transaction.
The following recommended practices and policy statements are attached:
Collateralization of Public Deposits (1984, 1987 and 1993) Diversification of Investments in a Portfolio (1997)
Governmental Relationship with Securities Dealers (1986 and 1988) Market Risk (Volatility) Ratings (1995)
Mark-to-Market Practices for State and Local Government Investment Portfolios and Investment Pools (1995)
Master Trust and Custodial Bank Security Lending Programs (1995) Maturities of Investments in a Portfolio (1997)
Repurchase Agreements, Reverse Repurchase Agreements, Leveraging, and Prudent Investment Practices for Cash Management (1986 and 1995) Selection of Investment Advisers (1992)
State and Local Laws Concerning Investment Practices (1997) Use and Application of Voluntary Agreements and Guidelines and Support for Written Investment Policies for State and Local Governments (1995) Use of Derivatives by State and Local Governments (1994) Use of Various Types of Mutual Funds by Public Cash Managers (1987) GFOA Recommended Practice
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Collateralization of Public Deposits (1984, 1987 and 1993) Background. The safety of public funds should be the foremost objective in managing public funds. Collateralization of public deposits through pledging of appropriate securities by depositories is the only way to fully guarantee the safety of such deposits. State programs pertaining to the collateralization of public deposits have generally proved to be cost-effective and beneficial for both the public sector and its depositories.
However, federal law imposes certain limitations on collateral agreements between financial institutions and public entities to provide adequate collateral for public entities to secure sizable public unit deposits. Under certain circumstances, the Federal Deposit Insurance Corporation (FDIC) may be able to avoid a perfected security interest and leave the public depositor with only the right to share with other creditors in the pro rata distribution of the assets of a failed institution.
Recommendation. The Government Finance Officers Association (GFOA) favors the use of pledging requirements as protection for state or local governments, and as incentives for the use of state and local obligations in the satisfaction of such pledges. GFOA further favors and encourages state and local governments to establish adequate and efficient administrative systems to maintain such pledged collateral, including state or locally administered collateral pledging or collateral pools. To accomplish these goals, GFOA recommends that:
1. Public entities implement programs of prudent risk control. Such programs could include a formal depository risk policy, credit analysis, and the use of fully secured investments. In the absence of an effective statewide collateralization program, local officials should establish and implement collateralization procedures.
2. State and local government depositories take all possible actions to comply with federal requirements in order to ensure that their security interests in collateral pledged to secure deposits are enforceable against the receiver of a failed financial institution. Federal law provides that a depositor’s security agreement, which tends to diminish or defeat the interest of the FDIC in an asset acquired by it as receiver of an insured depository, shall not be valid against the FDIC unless the agreement
· is in writing;
· was executed by the depository institution and any person claiming an adverse interest, contemporaneously with the acquisition of the asset by the depository institution; · was approved by the board of directors of the depository or its loan committee; and · has been continuously, from the time of its execution, an official record of the depository institution.
GFOA Recommended Practice
−21−
Diversification of Investments in a Portfolio (1997)
Background. State and local governments are charged with observing the investment management objectives of safety, liquidity, and yield. Portfolio risk includes all the risks associated with investments, such as credit risk and market risk. Risks to safety and liquidity can be mitigated through diversifying and types and maturities of securities purchased. Because ensuring safety and liquidity are paramount, entities should seek to reduce portfolio risk as much as possible in their investment policies through appropriate diversification of investments in the portfolio and restrictions on maturity provisions.
Recommendation. The Government Finance Officers Association (GFOA) recommends that state and local governments diversify their investments to reduce portfolio risk through such means as:
· limiting investments to avoid over concentration in securities from a specific issuer or business sector, excluding U.S. Treasury securities;
· limiting investments ins securities that have higher credit risks; · investing in securities of varying maturities; and
· continuously investing a portion of the portfolio in readily available funds, such as local government investment pools (LGIPs), money market funds, or maintained to meet ongoing obligations.
GFOA Recommended Practice
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Governmental Relationships with Securities Dealers (1986 and 1988) Background. State and local governments represent one of the largest sources of investment funds available to purchase U.S. Government Securities. Without broad participation by state and local government investors, the government securities market would lack liquidity and the U.S. Treasury’s cost of borrowing would increase. At the same time, governmental investors are expected to protect public funds from losses arising from default and to ensure that securities are purchased and sold at the best price available in the competitive marketplace.
Recommendation. The Government Finance Officers Association (GFOA) makes the following specific recommendations to state and local government investors in selecting depositories and securities dealers for the purpose of investment transactions in government securities:
1. Select or qualify depositories, custodians, and dealers through competitive procedures, including requests for proposals for banking services. All securities purchases should be made through competitive bidding. In the event that a governmental unit does not obtain competitive price bids, investors are urged to obtain written documentation of price markups prior to completing the transaction.
2. Require securities dealers conducting transactions with governmental entities to comply with the Federal Reserve Bank of New York’s capital adequacy guidelines as a condition of doing business. Before investing public funds, government investors should obtain compliance certifications from the dealer and an independent auditor.
3. Secure acknowledgment from depositories and dealers that they have received written copies of their investment policies, portfolio risk constraints, and investment trading requirements.
4. Be aware of reasonably foreseeable risks of market price loss, illiquidity, nonmarketability, or default of investment instruments before they are purchased. Additionally, securities dealers have a responsibility to disclose unreasonable risks.
GFOA Recommended Practice
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Market Risk (Volatility) Rating (1995)
Background. State and local government have long relied on credit ratings as an independent analytical source to gauge the credit risk of an investment option. However, credit risk analysis alone is not sufficient to safeguard against the assumption of other risk components, including market, interest rate, and liquidity risks. Through the securitization and structuring process, AAA rated securities and funds also may carry extreme market and other risks that are wholly unaddressed by credit ratings. Rating agencies now provide market risk ratings that evaluate the volatility of the security under a wide range of potential interest rate and mortgage prepayment scenarios.
Risk components, such as interest rate, prepayment, credit, spread and liquidity, and currency risks are analyzed to assess how aggressively a fund uses derivatives and leveraging, and what risks their use presents to fund managers and investors in the fund. Results indicate the degree of potential variability in the prospective fund performance. Historical performance and volatility of funds returns relative to appropriate benchmarks also are evaluated.
When applied to individual collateralized mortgage obligations (CMOs), market risk rating provided a useful benchmark to governmental entities as they establish guidelines for prudent management of derivative investments.
Recommendation. The Government Finance Officers Association (GFOA) encourages state and local governments to augment information they receive from brokers, dealers, or advisers with independent research when conducting due diligence of potential investments. Information sources include historical trading ranges, trend and volume data, brokerage firm research, cash flow and present value analysis, and credit ratings and research.
GFOA encourages investment in only those CMOs and funds that seek market risk ratings from rating agencies to provide comprehensive disclosure of risks to public investors. Although volatility ratings currently are not mandatory, public investors may wish to consider limiting their investments to CMOs and funds that have received favorable volatility ratings from a nationally recognized rating agency.
GFOA Recommended Practice
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Mark-to-Market Practices for State and Local Government Investment Portfolios and Investment Pools (1995)
Background. As the investment portfolios of state and local governments are subjected to increased scrutiny, it is essential that reporting standards be enhanced so that investors, governing bodies, and the public remain informed of the current market value of the portfolio.
Regular disclosure of the value of a governmental entity’s investments is an important step to furthering taxpayer and market confidence in state and local government investment practices.
Recommendation. The Government Finance Officers Association (GFOA) recommends the state and local government officials responsible for investment portfolio reporting determine the market value of all securities in the portfolio on at lease a quarterly basis. These values should be obtained from a reputable and independent source and disclosed to the governing body or other oversight body at least quarterly in a written report. It is recommended that the report include the market value, book value, and unrealized gain or loss of the securities in the portfolio.
Many state and local government officials are allowed to invest in various state and local government investment pools available in their state or region. GFOA recommends that pool administrators, on at least a monthly basis, determine the market value of all securities in the pool and report this information to all pool participants on at least a quarterly basis. These values should be obtained from a reputable and independent source. This information should be included in the report to the governing body prepared on at least a quarterly basis.
GFOA Recommended Practice
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Master Trust and Custodial Bank Security Lending Programs (1995) Background. The lending of securities helps to maintain an orderly market, while providing incremental income to the participant. Broker/dealers borrow primarily to cover fails (the nondelivery of a security expected to be delivered on a date certain) and short sales (the sale of a security not presently owned by the seller in order to take advantage of an expected lower market price), and to execute arbitrage transactions. Their preferred partners in these transactions are the master trust and custodial banks, since their huge portfolios basically offer “one-stop shopping.”
As part of their trust and custody management services, banks, like other money managers, offer to lend securities owned by institutional clients to brokers in exchange for collateral. The collateral, which is usually cash, is reinvested at a rate higher than the rebate rate paid to the broker. The resulting proceeds are subsequently split between the lending agent and the client.
A security lending transaction is similar to a reverse repurchase transaction, and is subject to many of the same risks. While the indemnifications offered may vary, the lending agreement may provide that broker credit risk, broker default risk, and collateral maintenance are risks undertaken by the lending agent. The degree of risk assumed by lending agent default risk and collateral reinvestment risk are undertaken by the institutional client.
Unsound collateral reinvestment practices can result in some master trust and custodial banks incurring losses on behalf of their institutional security lending program customers.
Additionally, rapidly changing interest rates, lending short and investing long, investing in speculative derivatives, and paying a fixed rebate rate while investing in floating rebate rate securities under adverse market conditions are examples of situations that can produce investment losses.
Liquidity requirements are often accepted by and guaranteed by the lending agent upon oneday’s notice, as substitution of the lending client in large lending programs is easily accomplished and essentially riskless. Programs that require the client to undertake responsibility for managing the liquidity present greater risks and require that the client place limits on the amount of the portfolio which may be put on loan. The term of the securities on loan and the reinvestment of the proceeds must be carefully established by the client and strictly managed.
Recommendation. While investment strategies that include security lending programs are not inherently risky when employed judiciously with appropriate precautions and controls, the Government Finance Officers Association (GFOA) urges state and local government officials to exercise extreme caution in their use of security lending programs. Prior to participating in a security lending program, finance officers should carefully evaluate the following:
· whether security lending is legally permissible under state statute and the jurisdiction’s written investment policy;
· the terms of the lending agreements;
· the indemnification provisions;
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Master Trust and Custodial Bank Security Lending Programs (1995) con’t · the reinvestment guidelines and terms of the lending, including the maturity of loans as well as the securities purchased;
· the liquidity provisions and risks;
· the credit risks to be undertaken; and
· the resources required to monitor compliance with the agreement. −27−
GFOA Recommended Practice
Maturities of Investments in a Portfolio (1997)
Background. Securities are issued in a variety of maturities. To ensure that liquidity is maintained and to reduce interest rate risk in operating funds, most state and local governments limit the maximum maturity (the date on which payment of a financial obligation is due) on any specified purchased security and the maximum weighted average maturity (the average maturity or reset period of all securities that comprise a portfolio) of the entire portfolio.
The longer the maturity horizon that is selected, the greater the price volatility. In accordance with the Governmental Accounting Standards Board reporting requirements, the portfolio could show unrealized losses or gains for any reporting period.
Recommendation. The Government Finance Officers Association (GFOA) recommends that, to the extent possible, state and local governments should match investments with anticipated cash flow requirements. GFOA supports the following practices to achieve this objective:
1. Unless matched to a specific cash requirement, governments should not directly invest in securities maturing more than five years from the date of purchase. Reserve or other funds with longer-term investment horizons may be invested in securities exceeding five years, if the maturities of such investments are made to coincide as nearly as practicable with the expected use of funds. The intent to invest in securities with longer maturities should be disclosed in writing to the legislative body through a written investment policy.
2. Governments should adopt weighted average maturity limitations, which often range from 90 days to three years, consistent with the government’s investment objectives.
3. Because of inherent difficulties in accurately forecasting cash flow requirements, a portion of the portfolio should be continuously invested in readily available funds such as local government investment pools (LGIPs), money market funds, or overnight repurchase agreements to ensure that appropriate liquidity is maintained to meet ongoing obligations.
GFOA Recommended Practice
Repurchase Agreements, Reserve Repurchase Agreements, Leveraging, and Prudent Investment Practices for Cash Management (1986 and 1995) −28−
Background. Repurchase agreements (repos) are the sale by a bank or dealer of government security with the simultaneous agreement to repurchase the security on a later date. Repos are commonly used by public entities to secure money market rates of interest and are an integral part of an investment program of state and local governments. In a reverse repurchase agreement (reverse repo), an investor owns securities, such as a Treasury note, U.S. government agency bond or other security, that a bank or dealer purchases under an agreement to sell back to the investor on a specified date, at an agreed-upon interest rate.
Reverse repos generally have two basic uses: first, reverse repos may be one way to avoid liquidating a portfolio to meet unexpected or immediate cash flow requirements. This straightforward use of the instrument is accepted by most public finance officers as a legitimate cash management practice. The second, potentially more controversial, use of the reverse repo is to enhance portfolio returns through the purchase of securities finance through repurchase transactions. The cash obtained can then be invested in another higher-yielding instrument. The conservative and prudent approach to this use of reverse repos involves short-term contracts in which the term of the reverse repo is matched with the maturity of the reinvestment. Losses of state and local government fund have occurred as the result of the inappropriate use of reverse repos in leveraging portfolios to increase investment returns and as a result of other unsound investment practices.
Recommendation. The Government Finance Officers Association (GFOA) recommends that state and local government finance officers develop policies and procedures to insure the safety of repos and reverse repos. The following actions are recommended:
1. Government entities and investment officers should exercise special caution in selecting parties with whom they will conduct repurchase transactions and be able to identify the parties acting as principals to the transaction.
2. Proper collateralization practices are necessary to protect the public funds invested in repurchase agreements. Risk is significantly reduced by delivery of underlying securities through physical delivery or safekeeping with the purchaser’s custodian. Overcollateralization, commonly called “haircuts,” or marking-to-market practices should be mandatory procedures.
3. Master repurchase agreements should be employed, subject to appropriate legal and technical review. Governments using the prototype agreement developed by the Public Securities Association should include appropriate supplemental provisions regarding delivery, substitution, margin maintenance, margin amounts seller representations, and governing law.
GFOA Recommended Practice
Repurchase Agreements, Reserve Repurchase Agreements, Leveraging, and Prudent Investment Practices for Cash Management (1986 and 1995) −29−
4. Reverse repo proceeds generally should not be invested in securities whose maturity does not match the term of the reverse repo. For example, borrowing short to lend long can produce losses in adverse markets. Further, the possibility exists that other factors can go wrong, such as default by the dealer or adverse market changes that erode the value of the underlying securities.
5. The use of reverse repos should be considered only by entities that have the expertise and resources required to successfully engage in the technique. Additionally, state statutes may prohibit or discourage the use of reverse repos. Government officials who engage in reverse repos should verify whether such uses of reverse repos are legally sanctioned.
6. Public officials should not engage in investment practices, such as purchasing securities on margin (by borrowing funds from a counterparty), selling securities short (by borrowing the security from a third party and selling in anticipation of higher interest rates), purchasing long-term bonds with short-term funds, and trading futures contracts without an exact offsetting cash market position.
GFOA Recommended Practice
Selection of Investment Advisers (1992)
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Background. Some state and local governments have augmented their investments programs by retaining investment advisers to perform various portfolio services, ranging from advice-only consultation to fully discretionary management. In many cases, the results of these engagements have been favorable but there also have been cases of reported investment losses resulting from governmental units transacting business with certain investment advisers. Unlike the highly regulated bank trust and mutual fund sectors, federal regulatory inspection of independent investment advisers is infrequent and relatively superficial.
Recommendation. The Government Finance Officers Association (GFOA) has recommended consistently that state and local governments exercise caution in their selection of investment advisers and implement an ongoing risk control management program. The association urges state and local governments considering or retaining independent investment advisers to carefully review the credentials, procedures, and controls of firms offering investment advisory services. Recommended precautionary measures include:
· delivery versus payment,
· third-party custody arrangements,
· prohibitions against self-dealing,
· independent auditors,
· timely reconciliations, and
· other appropriate internal control measures.
GFOA Policy Statement
State and Local Laws Concerning Investment Practices (1997) −31−
(Amends State Statutes Concerning Investment Practices approved in 1992) Background. The authority of state and local governments to invest in public funds is derived through the power of state and local legislative bodies and state statutes and local laws that reflect public policies. Some state and local laws and practices may permit investments that are inappropriate for local government, while others may be overly restrictive with regards to permissible instruments or eligible financial entities. Many state and local governments have modified their cash management and investment laws and policies to improve the safety of their investments while obtaining a favorable rate of return on invested public funds.
GFOA Position. The Government Finance Officers Association (GFOA) encourages state and local legislative bodies to remove artificial restrictions upon the efficient investment of public funds by:
1. Amending state and local laws regulating local government investment authority to permit prudent investment of public funds in prime money market instruments and investment securities, such as:
· U.S. government obligations, U.S. government agency obligations, and U.S. government instrumentality obligations, which have a liquid market with a readily determinable market value;
· Canadian government obligations (payable in local currency); · Certificates of deposit and other evidences of deposit at financial institutions, bankers’ acceptances, and commercial paper, rated in the highest tier (e.g. A1, P1, F1 or D1 or higher) by a nationally recognized rating agency;
· Investment-Grade obligations of state, provincial and local governments and public authorities;
· Repurchase agreements whose underlying purchased securities consist of the foregoing; and
· Money market mutual funds regulated by the Securities and Exchange Commission and whose portfolios consist only of dollar-denominated securities.
Investment in derivatives of the above instruments shall require authorization by the appropriate governing authority. (See GFOA Recommend Practice on “Use of Derivatives by State and Local Governments,” 1994.)
2. Authorizing and encouraging the efficient, professional investment of public funds in local government investment pools, either state-administered or through joint powers and other intergovernmental agreement legislation, to take advantage of portfolio diversification and liquidity.
3. Authorizing and encouraging professional investments by removing geographical restrictions on eligible financial entities.
GFOA Recommended Practice
Use and Application of Voluntary Agreements and Guidelines and Support for −32−
Written Investment Policies for State and Local Governments (1995) Background. Various participants in the investment process are seeking to clarify the relationship of parties in an investment transaction by undertaking voluntary efforts to develop model agreements and guidelines. Some of these documents contain legal assumptions that might affect the validity of a transaction. Others would require certain statements to be in writing in order to be effective. Although the enforceability of such guidelines is uncertain, state and local government investors should be aware of their existence and the possibility that their counterparties may be operating under these or similar guidelines.
Recommendation. The Government Finance Officers Association (GFOA) recommends that state and local governments consider carefully any agreement or guidelines presented for their use, because many of these documents affect a public entity’s rights and responsibilities in a given transaction. Furthermore, GFOA recommends that:
1. Governmental investors be aware of the federal, state, and local laws that govern investment contracts and agreements, as well as statutes and regulations affecting suitability obligations of broker/dealers, which require that a broker/dealer should only recommend a product after that broker/dealer has taken steps to determine that it is suitable for the customer.
2. Governmental investors use the GFOA-developed Broker/Dealer Request for Information, Sample Agreement for Securities Service and (Optional) Statement of Work in dealing with broker/dealers, modified as necessary, which have been formulated specifically by and for state and local government investors.
3. Governmental investors use the GFOA-developed Sample Agreement for Investment Advisory Services when contracting for investment advisers.
4. Governmental investors protect their existing statutory and regulatory rights by ensuring that such rights are not inadvertently waived through the use of “boiler-plate” language in contracts with counterparties.
5. Governmental investors develop written investment policies using the GFOA-developed Sample Investment Policy.
GFOA Recommended Practice
Use of Derivatives by State and Local Governments (1994) −33−
Background. Derivative products are financial instruments created from or whose value depends on (is derived from) the value of one or more underlying assets or indexes of asset values. Derivatives include instruments or features such as collateralized mortgage obligations (CMOs), interest-only (IPs) and principal-only (POs), forwards, futures, currency and interest rate swaps, options, floaters/inverse floaters, and caps/floors/collars. State and local governments may use derivatives in their roles as debt, cash, and pension fund managers.
Recommendation. The Government Finance Officers Association (GFOA) urges state and local government finance officers to exercise extreme caution in the use of derivatives and to consider their use only when they have developed a sufficient understanding of the products and the expertise to manage them. Because new derivative products are increasingly complex, state and local governments should use these instruments only if they can evaluate the following factors, among others, to determine their appropriateness:
1. Governmental entities must observe the objectives of sound asset and liability management policies that ensure safety, liquidity, and yield. Because of the risks involved, the use of derivatives by governmental entities should receive particular scrutiny. Certain derivative products may not be appropriate for all governmental investors. Characteristics of such products can include high price volatility, illiquid markets, products that are not markettested, highly leveraged products, products requiring a high degree of sophistication to manage, and products that are difficult to value.
2. Governmental entities should understand that state and local laws may not specifically address the use of derivatives and examine such considerations as:
· the constitutional and statutory authority of the governmental entity to execute derivative contracts,
· the potential for violating constitutional or statutory provisions limiting the entity’s authority to incur debt resulting from the transaction, and · the application of the governmental entity’s procurement statutes to derivative transactions.
3. Governmental entities should be aware of all the risks associated with use of derivatives, including counterparty credit, custodial, market, settlement, and operating risk.
4. Governmental entities should establish internal controls for each type of derivative in use to ensure that these risks are adequately managed. For example, · the entity should provide a written statement of purpose and objectives for derivative use;
· written procedures should be established that provide for periodic monitoring of derivative instruments;
· managers should receive periodic training and have sufficient expertise and technical −34−
Use of Derivatives by State and Local Governments (1994) con’t resources to oversee derivative programs;
· recordkeeping systems should be sufficiently detailed to allow governing bodies, auditors, and examiners to determine if the program is functioning in accordance with established objectives;
· managers should report regularly on the use of derivatives to their governing body and appropriate disclosure should be made in official statements and other disclosure documents; and
· reporting on derivative use should be in accordance with generally accepted accounting principles, and because use of these instruments is a complex matter, early discussion with public accountants is essential to determine if specialized reporting may be required.
5. Governmental entities should be aware of whether if their broker/dealer is merely acting as an agent, is an intermediary in a derivatives transaction or is taking a proprietary position.
Possible conflicts of interest should be taken into consideration before entering into a transaction.
6. Governmental entities should be aware that there may be little or no pricing information or standardization for some derivatives. Competitive price comparisons are recommended before entering into a transaction.
7. Governmental entities should exercise caution in the selection of broker/dealers or investment managers to ensure that these agents are knowledgeable about, understand and provide disclosure regarding the use of derivatives, including benefits and risks. The entity should secure written acknowledgment from broker/dealers that they have received, read, and understood the entity’s debt and investment policies, including whether derivatives are currently authorized under the entity’s investment policy, and that the broker/dealer or investment manager has ascertained that the recommended product is suitable for the governmental entity.
8. Governmental entities are responsible for ensuring this same level of safeguards when derivative transactions are conducted by a third party acting on behalf of the governmental entity.
GFOA Recommended Practice
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Use of Various Types of Mutual Funds by Public Cash Managers (1987) Background. State and local government cash managers can sometimes benefit from investing public funds through mutual funds. The Government Finance Officers Association (GFOA) has endorsed the use of money market mutual funds by public cash managers through the Association’s model investment legislation for state and local governments. Portfolio diversification, liquidity, and professional management are desirable features of these investment vehicles.
Recommendation. The GFOA recommends that state and local governments using mutual funds study the funds’ prospectus and statement of additional information to determine · the integrity and experience of the investment company, · sales fees and operating expenses,
· fundamental portfolio policies, and
· portfolio composition.
State and local government cash managers should use special care when investing in bond mutual funds. Mutual funds investing exclusively in short and intermediate-term instruments may be appropriate investments in some jurisdictions. However, mutual funds investing in longterm securities should be avoided by investors of short-term funds. Market price risks could impair the safety of assets, which is the foremost objective of public cash managers.
The following personnel are authorized to transfer funds per the investment policy:
City Manager
Administrative Services Director/City Treasurer
Finance Manager
City Clerk/Executive Assistant
Agenda Item No. 8
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Kristin Eriksson, Deputy City Manager
SUBJECT: Award of Contract for Citywide Communications Services
RECOMMENDATION
Approve an agreement with Tripepi Smith and Associates, Inc. for an initial one-year term, with two possible one-year extensions for Citywide Communications Services.
BACKGROUND:
The City has contracted with Tripepi Smith and Associates (Tripepi Smith) since 2020 for citywide communications services, including development and distribution of press releases, monthly electronic newsletters, and social media posts along with strategic communications assistance.
Additionally, the City has separately contracted with Tripepi Smith for certain ad hoc work, including providing information as part of the Measure F-20 sales tax measure, managing communications for the Council districting process in 2022, and an ongoing City website update.
The City’s existing agreement with Tripepi Smith expires on June 30, 2023 and given this expiration date, the City issued a Request for Proposals (RFP) for communications services in April 2023. The RFP requested proposals from qualified firms offering communications services with experience with local government agencies.
The City received proposals from Tripepi Smith and Verdin Marketing in response to the RFP.
Staff assembled a selection committee comprised representatives from the City Manager’s Office, the Police Department and the Community Development Department. The selection committee carefully reviewed each proposal and requested interviews with the two firms. During the interviews, the firms discussed their general approach and staff asked numerous questions about their capabilities and strategy for local agency outreach.
The selection committee recommended that entering into a contract with Tripepi Smith was in the best interest of the City. Staff noted Tripepi Smith’s broad experience with local government agencies and their historical knowledge of the City and its communications efforts. Staff is recommending that the Council approve a one-year contract with Tripepi Smith, with two possible one-year extension, upon re-evaluation at the end of the first year.
FISCAL IMPACT
The cost of the one-year initial term is not to exceed $80,000. This expense is budgeted in the FY 2023-24 operating budget. Future annual costs, should the contract be extended, will be built into operating budgets.
Staff Report: Award of Contract for Citywide Communications Services June 26, 2023
ALTERNATIVES
The Council has the following alternatives to consider:
1. Approve an agreement with Tripepi Smith and Associates, Inc. for an initial one-year term, with two possible one-year extensions for citywide communications services; or
2. Do not approve the agreement; or
3. Provide alternative direction to staff.
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act.
Attachments
1. Agreement
1 AGREEMENT
CITY OF GROVER BEACH, CALIFORNIA
CONSULTANT SERVICES
THIS AGREEMENT is made and entered into effective the 1st day of July 2023, (“Effective Date”) by and between the CITY OF GROVER BEACH, a California municipal corporation (hereinafter referred to as “CITY”), and TRIPEPI SMITH AND ASSOCIATES, INC. (hereinafter referred to as “CONSULTANT”).
RECITALS
WHEREAS, CITY desires to obtain professional consulting assistance in executing on public outreach, engagement and communication initiatives, hereinafter referred to as the “Project;” and WHEREAS, CONSULTANT is engaged in the business of furnishing technical and expert services and herby represents that it desires to and is professionally and legally capable of performing the services called for by the Agreement; and
WHEREAS, CONSULTANT acknowledges that this Agreement is subject to the requirements of the City of Grover Beach; and
WHEREAS, this Agreement will be administered for CITY by its City Manager (hereinafter referred to as “Administrator”) or his/her designee.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, and premises hereinafter contained to be kept and performed by the respective parties, it is mutually agreed as follows:
1. Scope of Services. CONSULTANT shall perform to the satisfaction of CITY the services described in Section 5 and Section 6, Option 2.A in Exhibit A including all work incidental to, or necessary to perform, such services even though not specifically described in Exhibit A.
2. Term of Agreement and Time for Performance. This Agreement shall be effective from the date first set forth above (“Effective Date”) and shall continue in full force and effective through June 30, 2024 subject to any earlier termination in accordance with this Agreement. The services of CONSULTANT as described in Exhibit A are to commence upon the Effective Date and shall be completed in a sequence assuring expeditious completion, but in any event, all such services shall be completed prior to expiration of this Agreement and in accordance with any performance schedule set for in Exhibit A. Up to two, one-year extensions of this Agreement are available by mutual concurrence of the parties.
3. Compensation.
(a) CONSULTANT’S sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement shall be paid a total fee not to exceed $80,000 as defined in Exhibit A.
(b) Detailed statements shall be available monthly for services performed in the preceding month and will be payable in the normal course of CITY business. CITY shall not be obligated to reimburse any expenses for which it has not received a detailed invoice with applicable copies of representative and identifiable receipts or records substantiating such expense.
DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 Agreement 1
(c) The parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification shall include an adjustment to CONSULTANTS compensation. Any change in the scope of services must be made by written amendment to the Agreement signed by an authorized representative for each party.
CONSULTANT shall not be entitled to any additional compensation if services are performed prior to a signed written amendment.
4. Termination, Remedies and Force Majeure.
(a) This Agreement shall terminate without any liability of CITY to CONSULTANT upon the earlier of: (i) CONSULTANT’S filing for protection under the federal bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party against CONSULTANT; (ii) 30 calendar days prior written notice with or without cause by CITY to CONSULTANT; (iii) CITY’S nonappropriation of funds sufficient to meet its obligations hereunder during any CITY fiscal year of this Agreement, or insufficient funding for the Project; or (iv) expiration of this Agreement. (b) Immediately upon any termination or expiration of this Agreement, CONSULTANT shall (i) immediately stop all work hereunder; (ii) immediately cause any and all of its subcontractors to cease work; and (iii) return to CITY any and all unearned payments and all properties and materials in the possession of CONSULTANT that are owned by CITY. Subject to the terms of this Agreement, CONSULTANT shall be paid compensation for services satisfactorily performed prior to the effective date of termination. CONSULTANT shall not be paid for any work or services performed or costs incurred which reasonably could have been avoided.
(c) In the event of termination due to failure of CONSULTANT to satisfactorily perform in accordance with the terms of this Agreement, CITY may withhold an amount that would otherwise be payable as an offset to, but not in excess of, CITY’S damages caused by such failure. In no event shall any payment by CITY pursuant to this Agreement constitute a waiver by CITY of any breach of this Agreement which may then exist on the part of CONSULTANT, nor shall such payment impair or prejudice any remedy available to CITY with respect to the breach. (d) Upon any breach of this Agreement by CONSULTANT, CITY may (i) exercise any right, remedy (in contract, law or equity), or privilege which may be available to it under applicable laws of the State of California or any other applicable law; (ii) proceed by appropriate court action to enforce the terms of the Agreement; and/or (iii) recover all direct, indirect, consequential, economic and incidental damages for the breach of the Agreement. If it is determined that CITY improperly terminated this Agreement for default, such termination shall be deemed a termination for convenience. CITY will remain liable for payment for services rendered by CONSULTANT to the date of termination. (e) CONSULTANT shall provide CITY with adequate written assurances of future performance, upon Administrator’s request, in the event CONSULTANT fails to comply with any terms or conditions of this Agreement.
(f) CONSULTANT shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of CONSULTANT and without its fault or negligence such as, acts of GOD or public enemy, acts of CITY in its contractual capacity, fire, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. CONSULTANT shall notify Administrator in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, and shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to Administrator of the cessation of such occurrence.
DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 3 5. Confidential Information and Ownership of Documents. (a) Any reports, information, or other data prepared or assembled by CONSULTANT pursuant to this Agreement shall not be made available to any individual or organization by CONSULTANT without the prior written approval of the Administrator. During the term of this Agreement, and thereafter, CONSULTANT shall not, without the prior written consent of CITY, disclose to anyone Confidential Information. The term Confidential Information for the purposes of this Agreement shall include all proprietary and confidential information of CITY, including but not limited to business plans, marketing plans, financial information, materials, compilations, documents, instruments, models, source or object codes and other information disclosed or submitted, orally, in writing, or by any other medium or media. All Confidential Information shall be and remain confidential and proprietary in CITY. (b) Any and all writings and documents prepared or provided by CONSULTANT pursuant to this Agreement are the property of CITY at the time of preparation and shall be turned over to CITY upon expiration or termination of the Agreement. CONSULTANT shall not permit the reproduction or use thereof by any other person except as other expressly provided herein. (c) If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this Section 5.
(d) This Section 5 shall survive expiration or termination of this Agreement.
6. Professional Skill. It is further mutually understood and agreed by and between the parties hereto that inasmuch as CONSULTANT represents to CITY that CONSULTANT and its subcontractors, if any, are appropriately and currently licensed and skilled in the profession and shall perform in accordance with the standards of said profession necessary to perform the services agreed to be done by it under this Agreement, CITY relies upon the skill of CONSULTANT and any subcontractors to do and perform such services in a skillful manner and CONSULTANT agrees to thus perform the services and require the same of any subcontractors. Therefore, any acceptance of such services by CITY shall not operate as a release of CONSULTANT or any subcontractors from said professional standards.
7. Indemnification. To the furthest extent allowed by law, CONSULTANT shall indemnify, hold harmless and defend CITY and each of its officers, officials, attorneys, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage), and from any and all claims, demands and actions in law or equity (including reasonable attorney’s fees and litigation expenses) that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of CONSULTANT, its principals, officers, employees, agents or volunteers in performance of this Agreement. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall require each subcontractor to indemnify, hold harmless and defend CITY and each of its officers, officials, attorneys, employees, agents and volunteers in accordance with the terms of the preceding paragraph.
This section shall survive termination or expiration of this Agreement.
8. Insurance. Throughout the life of this Agreement, CONSULTANT shall pay for and maintain in full force and effect all insurance as required in Exhibit B or as may be authorized in writing by CITY’S Risk Manager or his/her designee at any time and in his/her sole discretion. (a) If at any time during the life of the Agreement or any extension, CONSULTANT or any of its subcontractors fail to maintain any required insurance in full force and effect, all services and work DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 4 under this Agreement shall be discontinued immediately, and all payments due or that become due to CONSULTANT shall be withheld until notice is received by CITY that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to CITY. Any failure to maintain the required insurance shall be sufficient cause for CITY to terminate this Agreement. No action taken by CITY pursuant to this section shall in any way relieve CONSULTANT of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by CITY that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent. (b) The fact that insurance obtained by CONSULTANT shall not be deemed to release or diminish the liability of CONSULTANT, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify CITY shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CONSULTANT. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of CONSULTANT, its principals, officers, agents, employees, persons under the supervision of CONSULTANT, vendors, suppliers, invitees, consultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them. (c) Upon request of CITY, CONSULTANT shall immediately furnish CITY with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement.
(d) If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall require each subcontractor to provide insurance protection in favor of CITY and each of its officers, officials, employees, agents and volunteers in accordance with the terms of this section, except that any required certificates and applicable endorsements shall be on file with CONSULTANT and CITY prior to the commencement of any services by the subcontractor.
9. Conflict of Interest and Non-Solicitation.
(a) Prior to CITY’S execution of this Agreement, CONSULTANT shall complete a City of Grover Beach conflict of interest disclosure statement in the form as set forth in Exhibit C. During the term of this Agreement, CONSULTANT shall have the obligation and duty to immediately notify CITY in writing of any change to the information provided by CONSULTANT in such statement. (b) CONSULTANT shall comply, and require its subcontractors to comply, with all applicable (i) professional canons and requirements governing avoidance of impermissible client conflicts; and (ii) federal, state and local conflict of interest laws and regulations including, without limitation, California Government Code Section 1090 et. seq., the California Political Reform Act (California Government Code Section 87100 et. seq.) and the regulations of the Fair Political Practices Commission concerning disclosure and disqualification (2 California Code of Regulations Section 18700 et. seq.). At any time, upon written request of CITY, CONSULTANT shall provide a written opinion of its legal counsel and that of any subcontractor that, after a due diligent inquiry, CONSULTANT and the respective subcontractor(s) are in full compliance with all laws and regulations. CONSULTANT shall take, and require its subcontractors to take, reasonable steps to avoid any appearance of a conflict of interest.
Upon discovery of any facts giving rise to the appearance of conflict of interest, CONSULTANT shall immediately notify CITY of these facts in writing.
(c) In performing the work or service to be provided hereunder, CONSULTANT shall not employ or retain the services of any person which such person either is employed by CITY or is a member DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 5 of any CITY council, commission, board, committee, or similar CITY body. This requirement may be waived in writing by the City Manager, if no actual or potential conflict is involved. (d) CONSULTANT represents and warrants that it has not paid or agreed to pay any compensation, contingent or otherwise, direct or indirect, to solicit or procure this Agreement or any rights/benefits hereunder.
(e) Neither CONSULTANT, nor any of CONSULTANT’S subcontractors performing any services on this Project, shall bid for, assist anyone in the preparation of a bid for, or perform any services pursuant to, any other contract in connection with this Project unless fully disclosed to an approved by the City Manager, in advance and in writing. CONSULTANT and any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third party in connection with this Project unless such interest is in accordance with all applicable law and fully disclosed to and approved by the City Manager, in advance and in writing. Notwithstanding any approval given by the City Manager under this provision, CONSULTANT shall remain responsible for complying with Section 9(b), above. (f) If CONSULTANT should subcontract all or any portion of the work to be performed or services to be provided under this Agreement, CONSULTANT shall include the provisions of this Section 9 in each subcontract and require its subcontractors to comply therewith. (g) This Section 9 shall survive expiration or termination of this Agreement.
10. General Terms.
(a) Except as otherwise provided by law, all notices expressly required by CITY within the body of this Agreement, and not otherwise specifically provided for, shall be effective only if signed by the Administrator or his/her designee.
(b) Records of CONSULTANT’S expenses pertaining to the Project shall be kept on a generally recognized accounting basis and shall be available to CITY or its authorized representatives upon request during regular business hours throughout the life of this Agreement and for a period of three years after final payment or, if longer, for any period required by law. In addition, all books, documents, papers, and records of CONSULTANT pertaining to the Project shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for the same period of time. If any litigation, claim, negotiations, audit or other action is commenced before the expiration of said time period, all records shall be retained and made available to CITY until such action is resolved, or until the end of said time period whichever shall later occur. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this paragraph. This subsection 10(b) shall survive expiration or termination of this Agreement.
(c) Prior to execution of this Agreement by CITY, CONSULTANT shall have provided evidence to CITY that CONSULTANT is licensed to perform the services called for by this Agreement (or that no license is required). If CONSULTANT should subcontract all or any portion of the work or services to be performed under this Agreement, CONSULTANT shall require each subcontractor to provide evidence to CITY that subcontractor is licensed to perform the services called for by this Agreement (or that no license is required) before beginning work.
11. Nondiscrimination. To the extent required by controlling federal, state and local law, CONSULTANT shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, or DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 6 ethnicity. Subject to the foregoing and during the performance of this Agreement, CONSULTANT agrees as follows:
(a) CONSULTANT will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement. (b) CONSULTANT will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, or ethnicity, CONSULTANT shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, or ethnicity. Such requirements shall apply to CONSULTANT’S employment practices including, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. CONSULTANT agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause. (c) CONSULTANT will, in all solicitations or advertisements for employees placed by or on behalf of CONSULTANT in pursuit hereof, state that qualified applicants will receive consideration for employment without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, or ethnicity. (d) If CONSULTANT will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice advising such labor union or workers’ representatives of CONSULTANT’S commitment under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (e) If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this Section 11.
12. Independent Contractor.
(a) In the furnishing of the services provided for herein, CONSULTANT is acting solely as an independent contractor. Neither CONSULTANT, nor any of its officers, agents or employees shall be deemed an officer, agent, employee, joint venture, partner or associate of CITY for any purpose. CITY shall have no right to control or supervise or direct the manner or method by which CONSULTANT shall perform its work and function. However, CITY shall retain the right to administer this Agreement so as to verify that CONSULTANT is performing its obligations in accordance with the terms and conditions thereof.
(b) This Agreement does not evidence a partnership or joint venture between CONSULTANT and CITY. CONSULTANT shall have no authority to bind CITY absent CITY’S express written consent. Except to the extent otherwise provided in this Agreement, CONSULTANT shall bear its own costs and expenses in pursuit thereof.
(c) Because of its status as an independent contractor. CONSULTANT and its officers, agents and employees shall have absolutely no right to employment rights and benefits available to CITY employees. CONSULTANT shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 7 welfare and retirement benefits. In addition, together with its other obligations under this Agreement, CONSULTANT shall be solely responsible, indemnify, defend and save CITY harmless from all matters relating to employment and tax withholding for and payment of CONSULTANT’S employees, including, without limitation, (i) compliance with Social Security and unemployment insurance withholding, payment of workers’ compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payments; and (ii) any claim of right or interest in CITY employment benefits, entitlements, programs and/or funds offered employees of CITY whether arising by reason of any common law, de facto, leased, or co-employee rights or other theory. It is acknowledged that during the term of this Agreement, CONSULTANT may be providing services to others unrelated to CITY or to this Agreement.
13. Notices. Any notices required or intended to be given to either party under the terms of this Agreement shall be in writing and shall be deemed to be duly given if delivered personally, transmitted by facsimile followed by telephone confirmation of receipt, or sent by United States registered or certified mail, with postage prepaid, return receipt requested, addressed to the party to which notice is to be given at the party’s address set forth on the signature page of this Agreement or at such other address as the parties may from time to time designate by written notice. Notices served by United States mail in the manner above described shall be deemed sufficiently served or given at the time of the mailing thereof.
14. Binding. Subject to Section 15, below, once this Agreement is signed by all parties, it shall be binding upon, and shall inure to the benefit of, all parties, and each parties’ respective heirs, successors, assigns, transferees, agents, servants, employees and representative.
15. Assignment.
(a) This Agreement is personal to CONSULTANT and there shall be no assignment by CONSULTANT of its rights or obligations under this Agreement without the prior written approval of the City Manager or his/her designee. Any attempted assignment by CONSULTANT, its successors or assigns, shall be null and void unless approved in writing by the City Manager or his/her designee. (b) CONSULTANT hereby agrees not to assign the payment of any monies due CONSULTANT from CITY under the terms of this Agreement to any other individual(s), corporation(s) or entity(ies). CITY retains the right to pay any and all monies due CONSULTANT directly to CONSULTANT.
16. Compliance with Law. In providing the services required under this Agreement, CONSULTANT shall at all times comply with all applicable laws of the United States, the State of California and CITY, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Agreement.
17. Waiver. The waiver by either party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all parties to this Agreement. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein.
18. Governing Law and Venue. This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and duties hereunder shall be San Luis Obispo County, California.
DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 8 19. Headings. The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Agreement.
20. Severability. The provisions of this Agreement are severable. The invalidity, or unenforceability of any one provision in this Agreement shall not affect the other provisions.
21. Interpretation. The parties acknowledge that this Agreement in its final form is the result of the combined efforts of the parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Agreement in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning.
22. Attorney’s Fees. If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorney’s fees and legal expenses.
23. Exhibits. Each exhibit and attachment referenced in this Agreement including the Recitals listed above are, by the reference, incorporated into and made a part of this Agreement.
24. Precedence of Documents. In the event of any conflict between the body of this Agreement and any Exhibit or Attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and conditions expressed within the Exhibit or Attachment.
Furthermore, any terms or conditions contained within any Exhibit or Attachment hereto which purport to modify the allocation of risk between the parties, provided for within the body of this Agreement, shall be null and void.
25. Cumulative Remedies. No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity.
26. No Third Party Beneficiaries. The rights, interests, duties and obligations defined within this Agreement are intended for the specific parties hereto as identified in the preamble of this Agreement.
Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties.
27. Extent of Agreement. Each party acknowledges that they have read and fully understand the contents of this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both CITY and CONSULTANT.
CITY OF GROVER BEACH TRIPEPI SMITH AND ASSOCIATES, INC.
Karen Bright, Mayor Ryder Todd Smith, President
DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 **DRAFT**
9 Attest:
Wendi B. Sims, City Clerk,
Approved as to Form:
David P. Hale, City Attorney
Attachment: Exhibit A – Scope of Service, Performance Schedule Attachment: Exhibit B – Insurance Certificate
Attachment: Exhibit C – Conflict of Interest Statement
DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED?
INSR ADDL SUBR
LTR INSD WVD
PRODUCER CONTACT NAME: PHONE FAX
(A/C, No, Ext): (A/C, No): E-MAIL ADDRESS:
INSURER A :
INSURED INSURER B :
INSURER C :
INSURER D :
INSURER E :
INSURER F :
POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS
AUTOMOBILE LIABILITY
UMBRELLA LIAB
EXCESS LIAB WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $ MED EXP (Any one person) $
PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG OTHER: $ COMBINED SINGLE LIMIT
(Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) $
$ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $
DED RETENTION $ PER OTH- STATUTE ER
E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $
If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT INSURER(S) AFFORDING COVERAGE NAIC #
COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
CERTIFICATE HOLDER CANCELLATION
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
$
$
$
$
$
The ACORD name and logo are registered marks of ACORD
6/12/2023
License # 0H18131
(818) 380-5806 (818) 933-2285
Tripepi Smith & Associates
P.O. Box 52152
Irvine, CA 92619
A Errors & Omissions W226EE230601 4/1/2023 Each Loss/Aggregate 2,000,000 A Errors & Omissions W226EE230601 4/1/2023 4/1/2024 Retention/Deductible 2,500 This is a claims-made and reported policy. Defense costs and claims expenses are paid from the policy limit and subject to the retention amount.
Evidence of Insurance Only
City of Grover Beach
154 S. 8th Street
Grover Beach, CA 93433
TRIPSMI-01 TTORRES
Momentous Insurance Brokerage, A Marsh & McLennan Agency LLC Company
5990 Sepulveda Blvd., #550
Van Nuys, CA 91411
Trevar Augustus, MLIS
[email protected]
Lloyd's of London Underwriters
4/1/2024
DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13Exhibit B
EXHIBIT C
Explanation:
Additional page(s) attached.
Signature Date Signed
Name
Title
YES* NO
1 Are you currently in litigation with the City of Grover Beach or any of its agents?
2 Do you represent any firm, organization or person who is in litigation with the City of Grover Beach?
3 Do you currently represent or perform work for any clients who do business with the City of Grover Beach?
4 Are you or any of your principals, managers or professionals, owners or investors in a business which does business with the City of Grover Beach, or in a business which is in litigation with the City of Grover Beach? 5 Are you or any of your principals, managers or professionals, related by blood or marriage to any City of Grover Beach employee who has any significant role in the subject matter of this service? 6 Do you or any of your subcontractors have, or expect to have, any interest, direct or indirect, in any other contract in connection with this Project? * If the answer to any question is yes, please explain in full below.
PROFESSIONAL CONSULTANT SERVICE
CITY OF GROVER BEACH
DISCLOSURE OF CONFLICT OF INTEREST
DocuSign Envelope ID: 03720E9A-7F6D-4B5F-9DE9-F694182DBA13 President
X
X
HDL, CJPIA, WCA among other TS clients.
X
X
Ryder Todd Smith
X
X
6/19/2023
Agenda Item No. 9
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Karla Mattocks, Human Resources Analyst
SUBJECT: Authorization to Establish and Set the Salary Schedule for the Public Works Superintendent Job Classification
RECOMMENDATION
Adopt the Resolution to establish the Public Works Superintendent job classification and amend the Classification and Compensation Plan to set the salary schedule for the position.
BACKGROUND
The City of Grover Beach recently completed a comprehensive organizational assessment which focused on identifying priority service objectives, opportunities for improving organizational structure and providing recommendations to achieve required levels of service. The results of this assessment indicate that there is a significant management and leadership gap within the Public Works Department due to the absence of a maintenance superintendent position. This lack of managerial capacity within the department has resulted in a reactive approach to the work load within the Maintenance Division and without a more strategic approach to ensure that the department has appropriate equipment, staffing, and structure to complete work programs.
Looking ahead, there is a need for greater oversight and a more comprehensive strategy to prepare for current work programs and the anticipated additional workload that the department will face in coming years. In addition, the recent retirement of two long-time employees in the Maintenance Worker II and Maintenance Worker III classifications has highlighted the need for defined standard operating procedures in addition to structured training and development programs that assist staff with career progression and to prepare for succession planning within the department.
Given this assessment and the increase in critical work programs, staff is recommending the creation of a Public Works Superintendent job classification. This classification is distinguished from Public Works Supervisor classification in that the Public Works Superintendent will provide more strategic support in the areas of budget development, workload planning, and training and development. This will improve efficiencies and drive successful outcomes for the Public Works Department.
Staff Report: Authorization to Establish Public Works Superintendent Job Classification June 26, 2023
Salary research has been conducted to establish the pay range based on similar positions within comparable cities and the following salary schedule has been established:
Section 2 - Management &
Confidential
A B C D E F
Public Works Superintendent * 7,812 8,203 8,613 9,043 9,496 9,970
FISCAL IMPACT
The fiscal impact for this job classification for FY 2023-24 is approximately $102,000, which would be 40% funded by the General Fund with the remainder funded by the Water and Wastewater Enterprise Funds. This cost is included in the FY 2023-24 operating budget for Public Works, pending Council adoption at this meeting.
ALTERNATIVES
The City Council has the following alternatives to consider:
1. Adopt the Resolution adding the job classification of Public Works Superintendent and amending the Classification and Compensation Plan to set the salary schedule; or
2. Provide alternate direction to staff.
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act.
Attachments
1. Resolution No. 23- Resolution adding the job classification of Public Works Superintendent and amending the Classification and Compensation Plan to set the salary schedule.
Exhibit A – Job Classification Public Works Superintendent Exhibit B – Salary Schedule Public Works Superintendent Attachment 1
RESOLUTION NO. 23-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GROVER BEACH,
CALIFORNIA, AMENDING THE CLASSIFICATION AND COMPENSATION
PLAN TO ESTABLISH THE JOB CLASSIFICATION OF PUBLIC WORKS SUPERINTENDENT AND SET THE SALARY SCHEDULE.
WHEREAS, the representatives of the City propose to add the Job Classification of Public Works Superintendent (Exhibit A) and set the Salary Schedule (Exhibit B):
NOW, THERFORE, THE CITY COUNCIL OF THE CITY OF GROVER BEACH, CALIFORNIA, DOES DELARE, DETERMINE, AND ORDER AS FOLLOWS:
That the City Council of the City of Grover Beach does hereby adopt this Resolution ratifying the above-referenced job classification.
On motion by Council Member _____, seconded by Council Member ____, and on the following roll-call vote, to wit:
AYES: Council Members –
NOES: Council Members –
ABSENT: Council Members –
ABSTAIN: Council Members –
RECUSED: Council Members –
the foregoing Resolution was PASSED, APPROVED, and ADOPTED at a regular meeting of the City Council of the City of Grover Beach, California this 26TH day of June, 2023.
KAREN BRIGHT, MAYOR
Attest:
WENDI B. SIMS, CITY CLERK
1 PUBLIC WORKS SUPERINTENDENT
Class specifications are only intended to present a descriptive summary of the range of duties and responsibilities associated with specified positions. Therefore, specifications may not include all duties performed by individuals within a class. In addition, specifications are intended to outline the minimum qualifications necessary for entry into the class and do not necessarily convey the qualifications of incumbents within the position.
DEFINITION:
Under general direction from the Public Works Director/City Engineer manages the staff and activities of the City of Grover Beach Public Works field operations and maintenance divisions; manages conditions of the water distribution and treatment systems, wastewater collection system, parks, street trees, landscape areas, open spaces, streets, street sweeping, storm drain system, buildings and related assets and infrastructure; and manages day to day operations and maintenance budget and assists in preparation of annual budget and Capital Improvement Program. Provides highly responsible and complex support to upper management. May be directly responsible for training in areas of expertise.
DISTINGUISHING CHARACTERISTICS:
The Public Works Superintendent is a management/supervisory class that works with significant independent authority to perform work that is difficult and complex. Incumbents are responsible for assisting with the development, recommendation, and implementation of department goals, objectives, policies, and procedures, and works extensively with Public Works staff, other City employees, various public/private organizations, and the general public. This classification is distinguished from the next lower-level classification of Public Works Supervisor in that the Superintendent has overall management responsibility within the Maintenance Division reports directly to the Department Director.
SUPERVISION RECEIVED/EXERCISED:
Receives general direction from the Public Works Director/City Engineer or designees. Exercises direct supervision over assigned staff including but not limited to the Public Works Supervisor, Fleet Maintenance Coordinator, Chief Water Operator and occasionally Maintenance Worker III positions.
ESSENTIAL FUNCTIONS:
As defined under the Americans with Disabilities Act, essential functions may include any of the following representative duties, knowledge, and skills. This is not a comprehensive listing of all functions and duties performed by incumbents of this class; employees may be assigned duties which are not listed below; reasonable accommodations will be made as required. The job description does not constitute an employment agreement and is subject to change at any time by the employer. Essential duties and responsibilities may include, but are not limited to, the following:
• Plans, manages, reviews, and evaluates the operations and maintenance, repair, development, and renovation of water distribution and treatment systems, wastewater collection systems, parks, street trees, landscape areas, open spaces, streets, street sweeping, storm drain system, buildings and related assets and infrastructure; ensures that public facilities are clean, safe, secure, aesthetically pleasing, and in compliance with state and federal regulations and City standards. • Manages and participates in the development and implementation of goals, objectives, policies, and priorities for assigned areas.
• Exercises independent judgment within broad policy guidelines.
Exhibit A
2 • Monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; recommend, within departmental policy, appropriate service and staffing levels. This includes but is not limited to management and evaluation of contract street sweeping, contract landscape, contract arborist, contract custodial and other services performed by independent contractors and or service providers. • Ensures the effective allocation and utilization of budgeted funds; ensures that project and program goals are met, appropriate services are provided, and operational issues are properly addressed and resolved. • Participates in the development and administration of the annual budget; forecast funds needed for staffing, equipment, materials, and supplies; monitor and approve expenditures; make adjustments. • Manages and schedules staff, and assigns tasks, projects, and priorities; ensures that assignments are defined and achieved; evaluates staff performance; ensures that quality and safety standards are met; develops staff skills and comprehensive training plans; assists in the development of standard operating procedure, meets regularly with staff to discuss and resolve priorities, workload, resource allocation, equipment, customer service, budgets, and technical issues. • Conducts a variety of organizational studies, investigations, and operational studies; recommends modifications to assigned areas, policies, and procedures. • Prepares written reports and makes presentations to the department, other city departments and groups. • Assists in the preparation of Council staff reports and presentations. • Evaluates water and wastewater operations, compiles operational data, generates activity reports, and develops recommendations for energy savings, safety improvements, and environmentally responsible and resource-efficient asset management techniques.
• Oversees pesticide, chemical, and fertilizer applications; manages technical files, tracks hazardous chemicals, and generates reports to Environmental Protection Agencies. • Manages maintenance and repair of Police, Community Development, Parks and Recreation, City Hall and Public Works fleet vehicles and equipment including oversight of regulatory compliance. • Enforces safety rules and regulations and ensures proper safety precautions in all work performed; manages safety hazards, equipment problems, security issues, and emergency situations. • Attends and participates in professional group meetings; stays abreast of new trends and innovations in the public works field.
• Supports the relationship between the City of Grover Beach and the general public by demonstrating courteous and cooperative behavior when interacting with citizens, visitors, and City staff; maintains confidentiality of work-related issues and City information; performs other duties as required or assigned. • Serves in various emergency response roles as required. • Review plans and specifications for various projects. • Perform related duties as assigned.
KNOWLEDGE/ABILITIES/SKILLS: (The following are a representative sample of the KAS’s necessary to perform essential duties of the position.)
Knowledge of:
• City policies and procedures.
• State and federal laws governing streets, parks, recreational facilities, vehicles, equipment, sewer collection systems, water distribution and treatment, stormwater management, water conservation, including OSHA requirements.
• Methods, procedures, materials, equipment, and techniques used for public works operations, construction, and maintenance projects.
• Principles and techniques for public grounds maintenance, turf grass management, and agronomy. • Facility, vehicle, and equipment maintenance procedures and practices. • Environmentally responsible and resource-efficient grounds maintenance techniques. • OSHA Material Safety Data Sheets (MSDS) for hazardous chemicals used in the workplace. • Safety protocols for specialized equipment operation and the handling of pesticides and chemicals. • Safe work practices, occupational hazards, and safety precautions in public facilities, water and sewer 3 operations and confined space entry, including OSHA requirements. • Principles, practices and safety requirements for heavy equipment operation, including OSHA requirements.
• Principles, practices, CAMUTCD requirements and OSHA requirements for operations in streets and travel lanes and traffic safety.
• Local community issues and regional community resources available to citizens. • Geography, roads, and landmarks of City and surrounding areas.
Skill in:
• Using initiative and independent judgment within established procedural guidelines. • Managing conditions of the water distribution and treatment systems, wastewater collection systems, parks, street trees, landscape areas, open spaces, streets, street sweeping, storm drain systems, buildings and related assets and infrastructure; and managing day to day operations and maintenance budgets and preparation of annual budgets and developing Capital Improvement Programs. • Interpreting and applying federal, state and local rules and regulations; and City policies and standards. • Reading and interpreting plans, schematics, and specifications. • Evaluating parks turf, trees, plants and soil conditions, and managing grounds maintenance projects. • Developing designs, estimates, plans, and specifications for repair and maintenance projects. • Managing and maintaining irrigation systems and equipment. • Managing, operating and maintaining water distribution and treatment systems, wastewater collections systems and wastewater collection systems.
• Managing, operating and maintaining buildings and related assets and infrastructure. • Managing, operating and maintaining streets and related assets and infrastructure. • Management and development of City infrastructure maintenance and improvement projects. • Managing staff, delegating tasks and authority, and training to improve staff performance. • Assessing and prioritizing multiple tasks, projects and demands. • Establishing and maintaining cooperative working relationships with co-workers. • Operating a personal computer utilizing a variety of business software. • Communicating effectively verbally and in writing.
MINIMUM QUALIFICATIONS:
Any combination of Experience & Education that results in the successful applicant obtaining the requisite knowledge, skills, and ability to perform the required job duties. Typical examples include:
• Five years of progressively responsible supervisory or management experience in the maintenance and operation of a variety of public facilities and/or projects; plus, an associate degree from an accredited college or university with major in engineering, geology, construction management, business administration, public administration, water operations, wastewater operations or related fields. • Three (3) years of progressively responsible supervisory or management experience in the maintenance and operation of a variety of public facilities and/or projects plus a bachelor’s degree from an accredited college or university with major in engineering, geology, construction management, business administration, public administration, Environmental Engineering, or related fields.
LICENSE AND CERTIFICATION REQUIREMENTS:
A valid California State Driver's License is required. Qualified Applicator Certificate from the California Department of Pesticide Regulation is required; additional technical training and certifications especially related to water distribution and treatment, sewer collection and vehicle maintenance are desirable and may be required. 4 PHYSICAL, MENTAL, AND ENVIRONMENTAL WORKING CONDITIONS:
Position requires prolonged sitting, standing, walking, reaching, twisting, turning, kneeling, bending, squatting, and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement, and fine coordination in preparing reports using a computer keyboard. Additionally, the position requires near and far vision in reading written reports and work-related documents. Hearing sufficient to provide telephone and personal service is required. The incumbent may be required to work outdoors in all weather conditions, including wet, hot, and cold, and lift equipment and materials weighing more than 25 pounds, and occasionally required to work in heavy traffic conditions. Some of these requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodations.
OTHER REQUIREMENTS:
Evening, weekend, and holiday work may be required.
Exhibit B
City of Grover Beach
STAFFING DETAIL & SALARY SCHEDULE
Public Works Superintendent
Compensation Plan - Monthly Salary
Ranges
Proposed Salary Schedule
Section 2 - Management &
Confidential
A B C D E F
Public Works Superintendent * 7,812 8,203 8,613 9,043 9,496 9,970 Agenda Item No. 10
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Kristin Eriksson, Deputy City Manager
SUBJECT: Resolution Authorizing the Display of Specified Commemorative Flags
RECOMMENDATION
Adopt a Resolution authorizing the display of commemorative flags honoring the Coast Guard, Air Force, Navy and Space Force flags on the dates of their inception. ____________________________________________________________________________
BACKGROUND
Historically, the City has displayed the United States Flag, the State of California Flag, and the City of Grover Beach Flag at City Hall and other City facilities in accordance with Federal and State law. On May 8, 2023, the City Council adopted a resolution to establish a formal policy for the approval and display of commemorative flags which clarified that City flagpoles are not intended to serve as a forum for free expression or speech by the public and established a process by which commemorative flags may be flown on City flagpoles, upon Council approval, to express the official sentiments of the City. The Council subsequently adopted resolutions to authorize flying the Pride Flag during the month of June and the United States Army, National League of Families’ Prisoner of War/Missing in Action, and United States Marine Corps flags on specified dates in 2023.
At the June 12, 2023 meeting, the Council also directed staff to return with a resolution to authorize the display of four additional commemorative flags on specified dates in 2023 for the remaining four branches of the military as follows:
1) United States Coast Guard on August 4;
2) United States Air Force on September 18;
3) United States Navy on October 13; and
4) United States Space Force on December 20.
FISCAL IMPACT
There is minimal fiscal impact to this action consisting of purchase of specified flags though staff will seek donated flags if available.
Staff Report: Resolution Authorizing the Display of Specified Commemorative Flags Page 2 June 26, 2023
ALTERNATIVES
The Council has the following alternatives to consider:
1. Adopt a resolution authorizing the display of commemorative flags honoring the Coast Guard, Air Force, Navy and Space Force flags on the dates of their inception; or
2. Provide staff with alternative direction.
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act.
Attachments
1. Resolution
2. City’s Flag Policy
RESOLUTION NO. 23-__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GROVER BEACH,
CALIFORNIA AUTHORIZING THE DISPLAY OF SPECIFIED
COMMEMORATIVE FLAGS
WHEREAS, the City of Grover Beach currently displays the United States Flag and the State of California Flag at the Grover Beach City Hall; and WHEREAS, the City of Grover Beach has adopted a flag policy that allows the display of commemorative flags upon resolution of the City Council; and WHEREAS, in adopting this Policy, the City Council desires to reflect the dignity of the flags flown at City-owned or City-maintained facilities, as well as the role the Grover Beach City Hall as an inclusive gathering location and local symbol of government and democracy; NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Grover Beach authorizes the display of the following commemorative flags on the dates specified below:
1) The official flag of the United States Coast Guard on August 4; 2) The official flag of the United States Air Force on September 18; 3) The official flag of the United States Navy on October 13; and 4) The official flag of the United States Space Force on December 20.
BE IT FURTHER RESOLVED that the foregoing recitations are true and correct and are included herein by reference as findings.
On motion by ______ seconded by _______, and on the following roll-call vote, to wit:
AYES: Council Members -
NOES: Council Members -
ABSENT: Council Members -
ABSTAIN: Council Members -
the foregoing Resolution was PASSED, APPROVED, and ADOPTED at a Regular meeting of the City Council of the City of Grover Beach, California this 26th day of June, 2023. __________________________________
KAREN BRIGHT, MAYOR
ATTEST:
_______________________________
WENDI SIMS, CITY CLERK
D R A F T
Attachment 1
1 CITY OF GROVER BEACH POLICY ON
DISPLAY OF FLAGS
Attachment 2
I. Purpose
A. The Grover Beach City Council desires to establish clear guidelines regarding:
1. The outdoor display of the United States Flag, the California State Flag, and the City of Grover Beach Flag at City facilities or City-owned or City-maintained flagpoles; and
B. In adopting this Policy, the City Council desires to reflect the dignity of the flags flown on flagpoles or displayed at City-owned or City-maintained facilities, as well as the role of the Grover Beach City Hall as an inclusive gathering location and local symbol of government and democracy.
C. In adopting this Policy, the City Council declares that flagpoles owned or maintained by the City of Grover Beach are not intended to serve as a forum for free expression by the public, but rather as a non-public forum for the display of the United States, State of California, City of Grover Beach, and any commemorative flag authorized by the City Council as an expression of the City Council's official sentiments (government speech).
II. Policy
A. Conformance with Federal and State Regulations. Flags shall be displayed in accordance with Federal and State statutes and regulations, including, but not limited to, United States Code, Title 4, Chapter 1 and California Government Code section 430 et seq., and this Policy.
1. Per California Government Code section 431(a), the Flag of the United States and the Flag of the State of California shall be prominently displayed upon or in front of public buildings of the City.
2. Per California Government Code section 434.7, any Flag of the United States or Flag of California that the City purchases must be made in the United States.
3. The United States Flag may only be flown at half-staff in accordance with the guidelines set forth at https://www.usa.gov/flag. The State of California Flag shall be flown at half-staff if the United States Flag is flown at half-staff or on order of the Governor.
B. City Facilities other than the Grover Beach City Hall. At facilities that the City owns or maintains (other than facilities maintained by other governmental entities), there may be one flagpole where the United States Flag shall be flown, and the State of California flag may be flown as described in this Section II, entitled Policy. 2 C. Grover Beach City Hall.
1. There shall be flagpoles at the Grover Beach City Hall to fly the following flags in the manner described below: Flag of the United States, Flag of the State of California, Flag of the City of Grover Beach, and any approved commemorative flag.
2. The City of Grover Beach Flag shall fly at half-staff if either the United States or California Flag is at half-staff. The Mayor may order the City of Grover BeachFlag to fly at half-staff at the death of a current or former City Council Member or current City staff member or a historically significant member of the community.
3. Commemorative Flag.
a. As expression of the City’s official government speech, the City Council may authorize the display of a commemorative flag to fly only at the Grover Beach City Hall flagpole.
b. The City Council shall only consider a request to display a commemorative flag if the request is made by a member of the Grover Beach City Council and another City Council member agrees to place the discussion to authorize such display on the agenda for a regular or special City Council meeting. Requests to fly a commemorative flag by members of the public will not be considered.
c. At a noticed and agendized City Council meeting, a majority of Council Members must agree to display the commemorative flag.
d. Commemorative flags shall be displayed for a period of time that is reasonable or customary for the subject that is to be commemorated, but no longer than thirty (30) consecutive days.
e. Commemorative flags must be either purchased by the City or temporarily donated for the City’s use and must be clean, without holes and tears, and be made of an all-weather fabric. Commemorative flags must be the same size or smaller than the United States and California flags that are flown.
The City will not be responsible for the condition of the commemorative flag once flown.
f. If any other flag is flown at half-staff, the commemorative flag will also be flown at half-staff.
g. A “commemorative flag” as defined in this Policy shall mean a flag that identifies with a specific historical event, cause, nation or group of people that the City Council chooses to honor or commemorate consistent with the City’s mission and priorities. The following are not allowed as Commemorative Flags and will not be considered by the City Council:
3 i. Flags of a particular religious movement or creed to avoid the appearance of City government endorsing religion or a particular religious movement or creed;
ii. Flags of a political party to avoid the appearance of City government endorsing a political party; and
iii. Flags advocating a certain outcome in an election.
III. Procedures
A. No other flag shall be placed above the United States Flag and no other flag shall be larger than the United States Flag. Other flags may be flown at the same heightand in the same size, in accordance with this Policy. Where both the United State Flag and the California State Flags are flown, they shall be of the same size.
B. Flags should be hoisted briskly and lowered ceremoniously. The United States Flagshould be hoisted first and lowered last.
C. Flags shall be displayed during operating hours on all days on which the City is open for business, and on national and State holidays. Flags may be displayed twenty-four (24) hours a day as long as they are illuminated during darkness.
D. Flags shall not be displayed during inclement weather unless all-weather flags areused and are illuminated during darkness.
E. When flags are displayed on a single pole, the order from top to bottom shall be: the United States Flag, the California State Flag, and, if displayed, the City of Grover Beach Flag.
F. When the flags are flown from adjacent flag poles, the United States Flag shall beflown at the highest point of honor, which is the furthest point to the left from the standpoint of the observer ("the flag's right").
G. When a flag is displayed at half-staff, it shall first be hoisted to the peak for a moment and then lowered to half-staff position. Before being lowered at the end ofthe day or when taken down, the flags shall again be hoisted to the peak for a moment and then fully lowered.
Agenda Item No. 11
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Greg Ray, Public Works Director/City Engineer Javier Garcia, Assistant Engineer
SUBJECT: Award of Construction Contract for CIP 3002 – Corporation Yard Repaving Project
RECOMMENDATION
Award the Contract for Construction of CIP 3002 – Corporation Yard Repaving Project to Toste Grading & Paving, Inc. in the amount of $104,700; authorize the City Manager to sign and affirm contract change orders up to $20,000; and authorize the Mayor to execute the contract on behalf of the City.
BACKGROUND
The Capital Improvement Program includes a City Corporation Yard Improvements project (CIP 3002) which aligns with the Council Goal of “Building and Facility Improvements” to enhance City buildings, parks, and other facilities. An initial phase of this project is repaving the parking lot at the Corporation Yard which is the facility where City maintenance operations is based. The City received two bids for this work ranging from $104,700 to $205,700 as shown in Attachment 1.
The lowest responsive and responsible bidder is Toste Grading & Paving, Inc., from Grover Beach, with a bid of $104,700. Staff has completed a review of Toste Grading & Paving, Inc.’s qualifications and capability to complete the project and is recommending the Council award the construction contract to the firm.
Staff is recommending the Council award to Toste Grading & Paving, Inc., in the amount of $104,700 and authorize the City Manager to approve contract change orders, if necessary, up to $20,000.
FISCAL IMPACT
Funding for this project is included in the Capital Projects budget for FY 2022-23.
ALTERNATIVES
The Council has the following alternatives to consider:
1. Award the contract for construction of CIP 3002 – Corporation Yard Repaving Project to Toste Grading & Paving, Inc., in the amount of $104,700; authorize the City Manager to sign and affirm contract change orders up to $20,000; and authorize the Mayor to execute the contract on behalf of the City; or
2. Delay award of the project and provide additional direction to staff; or Amended to correct
scope of work
Staff Report: Award of Construction Contract for Corporation Yard Repaving Page 2 June 26, 2023
3. Reject all bids, modify the project, and re-advertise for bids as soon as possible.
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act.
Attachments
1. Bid results
2. Contract
3. Scope of Work
City of Grover Beach Bid Opening Results
Bid Opening Date: Thursday, June 15, 2023
Bids for: Corporation Yard Repaving CIP 3002
Sealed Bids Received from:
No.
Company Name
& Address
Total Base Bid
1 R. Burke Corporation $205,700.00
2 Toste Grading & Paving, Inc. $104,700.00
3 4
5 6/20/2023 1 of 1
AGREEMENT
CITY OF GROVER BEACH, CALIFORNIA
CONSTRUCTION SERVICES
CIP 3002 – CORPORATION YARD RE-PAVING PROJECT
THIS AGREEMENT is made and entered into effective the 26th day of June 2023, by and between the CITY OF GROVER BEACH, a California municipal corporation (hereinafter referred to as "CITY"), and Toste Grading & Paving Inc. (hereinafter referred to as "CONTRACTOR").
RECITALS
WHEREAS, CITY desires to obtain construction services for the CIP 3002 – Corporation Yard Repaving Project more specifically identified in the Scope of Work, jointly attached as “Exhibit A” to this Agreement, herein referred to as the PROJECT; and
WHEREAS, CONTRACTOR is engaged in the business of asphalt paving services and hereby represents that it desires to and is professionally and legally capable of performing the services called for by this Agreement; and
WHEREAS, this Agreement sets forth the terms and conditions under which CONTRACTOR shall perform work required in connection with the construction of said PROJECT, to be paid by the City of Grover Beach; and
WHEREAS, this Agreement will be administered for CITY by the Director of Public Works hereinafter referred to as DIRECTOR or his/her designee.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, and promises hereinafter contained to be kept and performed by the respective parties, it is mutually agreed as follows:
ARTICLE I. SCOPE OF SERVICES
CONTRACTOR shall furnish all labor, materials, equipment, tools, utility services, and transportation to perform and complete all work required in connection with the construction of said PROJECT described herein and more fully described in Exhibit A, and in accordance with local, State and Federal laws. This shall include all work incidental to, or necessary to perform, such services even though not specifically described in Exhibit A.
By entering into this Agreement, CONTRACTOR acknowledges that there may be other contractors on the site whose work will be coordinated with that of its own. CONTRACTOR expressly warrants and agrees that it will cooperate with other contractors and will do nothing to delay, hinder, or interfere with the work of other separate contractors. CONTRACTOR also expressly agrees that, in the event its work is hindered, delayed, interfered with, or otherwise affected by a separate contractor, its sole remedy will be a direct action against the separate contractor. To the extent allowed by law, the CONTRACTOR will have no remedy, and hereby expressly waives any remedy against the CITY, on account of delay, hindrance, interference or other events caused by a separate contractor.
Attachment 2
ARTICLE II. BEGINNING OF WORK AND TIME OF COMPLETION
The Contractor shall begin work within ten (10) calendar days after the contract has been approved by the City of Grover Beach. This work shall be diligently prosecuted to completion before the expiration of 20 working days beginning on the tenth calendar day after contract has been approved.
The Contractor shall pay to the City of Grover Beach the sum of zero ($0.00) per day, for each and every calendar days’ delay in finishing the work in excess of the number of working days prescribed above.
Hours of work shall be 7:00 a.m. to 5:00 p.m. on week days unless weekend or night work is approved.
Weekend or night work may be allowed when approved in writing by the City Engineer. No additional compensation will be allowed for weekend or night work.
ARTICLE III. COMPENSATION AND PAYMENT
A. CONTRACTOR’S sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement shall be performed on a not to exceed basis of $104,700.00 B. CONTRACTOR shall invoice CITY on a monthly basis, via detailed statement, which will be processed and payable in the normal course of CITY business, typically within 30 days of receipt of an invoice unless otherwise identified in this Agreement.
C. The parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification shall include an adjustment to CONTRACTOR’S compensation. Any change in the scope of services must be made by written Change Order to the Agreement signed by an authorized representative for each party.
CONTRACTOR shall not be entitled to any additional compensation if services are performed prior to a signed written Change Order.
D. The CONTRACTOR shall notify the CITY when all work under the contract has been completed. The CITY will promptly conduct a final inspection of the work and will advise the CONTRACTOR in writing of any additional work required to complete the PROJECT and process final payment. Upon acceptance of the work by the CITY, the final payment will be processed and payable in the normal course of CITY business, typically within 30 days of receipt of the final invoice unless otherwise identified in this Agreement.
ARTICLE IV. TERMINATION, REMEDIES, FORCE MAJEURE AND CONSOLIDATION OF DISPUTES A. This Agreement shall terminate without any liability of CITY to CONTRACTOR upon the earlier of:
(i) CONTRACTOR’S filing for protection under the federal bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party against CONTRACTOR; (ii) Seven (7) calendar days written notice, with or without cause, by either the CITY or CONTRACTOR;
(iii) Expiration of this Agreement.
B. Upon any termination or expiration of this Agreement, CONTRACTOR shall (i) Immediately stop all work hereunder;
(ii) Immediately cause any and all of its subcontractors to cease work; and (iii) Return to CITY any and all unearned payments and all properties and materials in the possession of CONTRACTOR that are owned by CITY. Subject to the terms of this Agreement,
CONTRACTOR shall be paid compensation for services satisfactorily performed prior to the effective date of termination. CONTRACTOR shall not be paid for any work or services performed or costs incurred which reasonably could have been avoided.
C. In the event of termination due to failure of CONTRACTOR to satisfactorily perform in accordance with the terms of this Agreement, CITY may withhold an amount that would otherwise be payable as an offset to, but not in excess of, CITY’S damages caused by such failure. In no event shall any payment by CITY pursuant to this Agreement constitute a waiver by CITY of any breach of this Agreement which may then exist on the part of CONTRACTOR, nor shall such payment impair or prejudice any remedy available to CITY with respect to the breach.
D. Upon any breach of this Agreement by CONTRACTOR, CITY may:
(i) Exercise any right, remedy (in contract, law or equity), or privilege which may be available to it under applicable laws of the State of California or any other applicable law; (ii) Proceed by appropriate court action to enforce the terms of the Agreement; and/or (iii) Recover all direct, indirect, consequential, economic and incidental damages for the breach of the Agreement. If it is determined that CITY improperly terminated this Agreement for default, such termination shall be deemed a termination for convenience.
E. CONTRACTOR shall provide CITY with adequate written assurances of future performance, upon the request of the Director or his/her designee, in the event CONTRACTOR fails to comply with any terms or conditions of this Agreement.
F. CONTRACTOR shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of CONTRACTOR and without its fault or negligence such as, acts of God or the public enemy, acts of CITY in its contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. CONTRACTOR shall notify the Director or his/her designee in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, and shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to the Director or his/her designee of the cessation of such occurrence.
G. CONTRACTOR agrees that, notwithstanding any contrary provision in this Agreement, any dispute arising from or relating to this Agreement (including, without limitation, disputes based on contract, tort, equity or statute) may, at CITY’S option, be joined and consolidated with any other dispute or disputes arising from or relating to the PROJECT so that all disputes arising from or relating to the PROJECT may be resolved in a single proceeding. CONTRACTOR hereby specifically waives any objection it may otherwise have to such joinder and consolidation and specifically consents to mediation, arbitration or any other dispute resolution mechanism, forum or proceeding necessary to effectuate the joinder and consolidation contemplated by this provision.
ARTICLE IV. PREVAILING WAGE AND REGISTRATION REQUIREMENTS Pursuant to Section 1773 of the Labor Code, the general prevailing wage rates in the county in which the work is to be done have been determined by the Director of the California Department of Industrial Relations. These wages are set forth in the General Prevailing Wage Rates for this project available from the California Department of Industrial Relations’ Internet website at:
http://www.dir.ca.gov/OPRL/PWD/
This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations. Pursuant to Section 1771.1(a) of the Labor Code:
“A contractor or subcontractor shall not be qualified to bid on, be listed in a bid proposal, subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered and qualified to perform public work pursuant to Section 1725.5. It is not a violation of this section for an unregistered contractor to submit a bid that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Section 1725.5 at the time the contract is awarded.”
CONTRACTOR must be registered with the Department of Industrial Relations (DIR) of the State of California in order to be eligible to work on public works projects. CONTRACTOR must ensure registration with the DIR that is active and in good standing.
CONTRACTOR shall ensure that any subcontractor working on the PROJECT is registered and in good standing with the Department of Industrial Relations (DIR) of the State of California.
ARTICLE V. CONTRACTOR’S LICENSE
CONTRACTOR must possess at the time of commencing work and throughout the PROJECT duration, a Class A Contractor's License, issued by the State of California, which is current and in good standing.
CONTRACTOR shall ensure that any subcontractor working on the PROJECT possesses at the time of commencing work and throughout the Project duration, an appropriate Contractor's License for the work being performed, issued by the State of California, which is current and in good standing.
ARTICLE VI. INDEMNIFICATION AND DEFENSE
A. CONTRACTOR shall indemnify, defend with legal counsel approved by CITY, and hold harmless CITY, its officers, officials, employees and volunteers from and against all liability, loss, damage, expense, cost (including without limitation reasonable legal counsel fees, expert fees and all other costs and fees of litigation) of every nature arising out of or in connection with CONTRACTOR's negligence, recklessness or willful misconduct in the performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the sole or active negligence or willful misconduct of the CITY. Should conflict of interest principles preclude a single legal counsel from representing both CITY and CONTRACTOR, or should CITY otherwise find CONTRACTOR’s legal counsel unacceptable, then CONTRACTOR shall reimburse the CITY its costs of defense, including without limitation reasonable legal
counsel fees, expert fees and all other costs and fees of litigation. The CONTRACTOR shall promptly pay any final judgment rendered against the CITY (and its officers, officials, employees and volunteers) with respect to claims determined by a trier of fact to have been the result of the CONTRACTOR’s negligent, reckless or wrongful performance. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement.
B. CONTRACTOR obligations under this section apply regardless of whether such claim, charge, damage, demand, action, proceeding, loss, stop notice, cost, expense, judgment, civil fine or penalty, or liability was caused in part or contributed to by an Indemnitee. However, without affecting the rights of the CITY under any provision of this agreement, CONTRACTOR shall not be required to indemnify and hold harmless CITY for liability attributable to the active negligence of the CITY, provided such active negligence is determined by agreement between the parties or by the findings of a court of competent jurisdiction. In instances where CITY is shown to have been actively negligent and where CITY’S active negligence accounts for only a percentage of the liability involved, the obligation of CONTRACTOR will be for that entire portion or percentage of liability not attributable to the active negligence of the CITY.
C. If CONTRACTOR should subcontract all or any portion of the services to be performed under this Agreement, CONTRACTOR shall require each subcontractor to indemnify, hold harmless and defend CITY and each of its officers, officials, employees, agents and volunteers in accordance with the terms of the preceding paragraph.
This Article (VI) shall survive termination or expiration of this Agreement.
ARTICLE VII. INSURANCE
A. Throughout the life of this Agreement, CONTRACTOR shall pay for and maintain in full force and effect all insurance as required in Exhibit B, which is incorporated into and part of this Agreement, with an insurance company(ies) either:
(i) Admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide; or (ii) As may be authorized in writing by CITY'S Administrative Services Director, or his/her successor, or his/her designee at any time and in his/her sole discretion. The required policies of insurance as stated in Exhibit B shall maintain limits of liability of not less than those amounts stated therein.
B. If at any time during the life of the Agreement or any extension, CONTRACTOR or any of its subcontractors/sub-consultants fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to CONTRACTOR shall be withheld until notice is received by CITY that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to CITY. Any failure to maintain the required insurance shall be sufficient cause for CITY to terminate this Agreement. No action taken by CITY pursuant to this Article (VII) shall in any way relieve CONTRACTOR of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by CITY that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent.
C. The fact that insurance is obtained by CONTRACTOR shall not be deemed to release or diminish the liability of CONTRACTOR, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify CITY shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CONTRACTOR. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of CONTRACTOR, its principals, officers, agents, employees, persons under the supervision of CONTRACTOR, vendors, suppliers, invitees, consultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them.
D. If CONTRACTOR should subcontract all or any portion of the services to be performed under this Agreement, CONTRACTOR shall require each subcontractor/sub-consultant to provide insurance protection, as an additional insured, to the CITY and each of its officers, officials, employees, agents and volunteers in accordance with the terms of this section, except that any required certificates and applicable endorsements shall be on file with CONTRACTOR and CITY prior to the commencement of any services by the subcontractor. CONTRACTOR and any subcontractor/sub-consultant shall establish additional insured status for CITY, its officers, officials, employees, agents and volunteers.
ARTICLE VIII. BUSINESS TAX CERTIFICATE
CONTRACTOR and all subcontractors shall obtain a City of Grover Beach Business Tax Certificate and pay all related fees prior to the start of work.
ARTICLE IX. NONDISCRIMINATION
To the extent required by controlling federal, state and local law, CONTRACTOR shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, CONTRACTOR agrees as follows:
A. CONTRACTOR will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement.
B. CONTRACTOR will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, gender identification, status as a disabled veteran or veteran of the Vietnam era. CONTRACTOR shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, gender identification, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to CONTRACTOR’S employment practices including, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of
compensation; and selection for training, including apprenticeship. CONTRACTOR agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause.
C. CONTRACTOR will, in all solicitations or advertisements for employees placed by or on behalf of CONTRACTOR in pursuit hereof, state that all qualified applicants will receive consideration for employment without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era.
D. CONTRACTOR will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice advising such labor union or workers' representatives of CONTRACTOR’S commitment under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
E. If CONTRACTOR should subcontract all or any portion of the services to be performed under this Agreement, CONTRACTOR shall cause each subcontractor to also comply with the requirements of this Article (IX).
ARTICLE X. INDEPENDENT CONTRACTOR
A. In the furnishing of the services provided for herein, CONTRACTOR is acting solely as an independent contractor. Neither CONTRACTOR, nor any of its officers, agents or employees shall be deemed an officer, agent, employee, joint venture, partner or associate of CITY for any purpose. CITY shall have no right to control or supervise or direct the manner or method by which CONTRACTOR shall perform its work and functions. However, CITY shall retain the right to administer this Agreement so as to verify that CONTRACTOR is performing its obligations in accordance with the terms and conditions thereof.
B. This Agreement is not evidence of a partnership or joint venture between CONTRACTOR and CITY.
CONTRACTOR shall have no authority to bind CITY absent CITY’S express written consent. Except to the extent otherwise provided in this Agreement, CONTRACTOR shall bear its own costs and expenses in pursuit thereof.
C. Because of its status as an independent contractor, CONTRACTOR and its officers, agents and employees shall have absolutely no right to employment rights and benefits available to CITY employees. CONTRACTOR shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, welfare and retirement benefits. In addition, together with its other obligations under this Agreement, CONTRACTOR shall be solely responsible, indemnify, defend and save CITY harmless from all matters relating to employment and tax withholding for and payment of CONTRACTOR'S employees, including, without limitation:
(i) Compliance with Social Security and unemployment insurance withholding, payment of workers’ compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payment; and
(ii) Any claim of right or interest in CITY employment benefits, entitlements, programs and/or funds offered employees of CITY whether arising by reason of any common law, de facto, leased, or co-employee rights or other theory. It is acknowledged that during the term of this Agreement, CONTRACTOR may be providing services to others unrelated to CITY or to this
Agreement.
ARTICLE XI. NOTICES
All notices, including notices of address changes, required to be sent hereunder shall be in writing and shall be deemed to have been given when mailed to the addresses listed below:
A. CITY: City of Grover Beach, Gregory A. Ray, Director of Public Works 154 South Eighth Street, Grover Beach, CA 93433
B. CONTRACTOR: Toste Grading & Paving, Inc., Anthony Toste, President, Mailing Address: P.O. Box 407, Grover Beach, CA 93433, Physical Address: 941 Griffin Street, Grover Beach, CA 93433 ARTICLE XII. BINDING
Subject to Article XIII, below, once this Agreement is signed by all parties, it shall be binding upon, and shall inure to the benefit of, all parties, and each parties' respective heirs, successors, assigns, transferees, agents, servants, employees and representatives.
ARTICLE XIII. ASSIGNMENT
A. This Agreement is personal to CONTRACTOR and there shall be no assignment by CONTRACTOR of its rights or obligations under this Agreement without the prior written approval of the Grover Beach City Council. Any attempted assignment by CONTRACTOR, its successors or assigns, shall be null and void unless approved by the Grover Beach City Council.
B. CONTRACTOR hereby agrees not to assign the payment of any monies due CONTRACTOR from CITY under the terms of this Agreement to any other individual(s), corporation(s) or entity(ies). CITY retains the right to pay any and all monies due CONTRACTOR directly to CONTRACTOR.
ARTICLE XIV. COMPLIANCE THE LAW
In providing the services required under this Agreement, CONTRACTOR shall at all times comply with all applicable laws of the United States, the State of California and CITY, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Agreement.
ARTICLE XV. WAIVER
The waiver by either party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all parties to this Agreement. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein.
ARTICLE XVI. GOVERNING LAW AND VENUE
This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and duties hereunder shall be San Luis Obispo County, California.
ARTICLE XVII. HEADINGS
The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Agreement.
ARTICLE XVIII. SEVERABILITY
The provisions of this Agreement are severable. The invalidity, or unenforceability of any one provision in this Agreement shall not affect the other provisions.
ARTICLE XIX. INTERPRETATION
The parties acknowledge that this Agreement in its final form is the result of the combined efforts of the parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Agreement in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning.
ARTICLE XX. ATTORNEY’S FEES
If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorney's fees and legal expenses.
ARTICLE XXI. EXHIBITS
Each exhibit and attachment referenced in this Agreement is, by the reference, incorporated into and made a part of this Agreement
ARTICLE XXII. PRECEDENCE OF DOCUMENTS
In the event of any conflict between the body of this Agreement and any Exhibit or Attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and conditions expressed within the Exhibit or Attachment. Furthermore, any terms or conditions contained within any Exhibit or Attachment hereto which purport to modify the allocation of risk between the parties, provided for within the body of this Agreement, shall be null and void.
ARTICLE XXIII. CUMULATIVE REMEDIES
No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity.
ARTICLE XXIV. NO THIRD-PARTY BENEFICIARIES
The rights, interests, duties and obligations defined within this Agreement are intended for the specific parties hereto as identified in the preamble of this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties.
ARTICLE XXV. EXTENT OF AGREEMENT
Each party acknowledges that they have read and fully understand the contents of this Agreement and any documents issued that resulted in selection of CONTRACTOR for entry into this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersede all prior negotiations, representations or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both CITY and CONTRACTOR.
AGREEMENT SIGNATURES
CITY OF GROVER BEACH, CALIFORNIA
CONSTRUCTION SERVICES
CIP 3002 – CORPORATION YARD RE-PAVING PROJECT
IN WITNESS WHEREOF, the parties hereto have entered into this Agreement effective as of the day and year first written above.
CITY OF GROVER BEACH
Karen Bright, Mayor Date
Attest:
Wendi Sims, City Clerk Date
Approved as to Form:
David P. Hale, City Attorney Date
TOSTE GRADING & PAVING, INC.
Anthony Toste, President Date
CA Contractor’s License No.
CA DIR No.
Attachments:
1. Exhibit A - Scope of Services and Fee Schedule
2. Exhibit B - Insurance Requirements
EXHIBIT A
CONSTRUCTION SERVICES
CONTRACTOR SCOPE OF WORK
Toste Grading & Paving Inc.
Submitted 06/15/2023
9:29 am by Susanah Douglas
EXHIBIT B
CONSTRUCTION SERVICES
INSURANCE REQUIREMENTS
Without limiting CONTRACTOR’S indemnification of CITY, and prior to commencement of Work, CONTRACTOR shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to CITY.
General liability insurance. CONTRACTOR shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
Automobile liability insurance. CONTRACTOR shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the CONTRACTOR arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.
Umbrella or excess liability insurance. CONTRACTOR shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:
A drop down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason; Pay on behalf of wording as opposed to reimbursement;
Concurrency of effective dates with primary policies;
Policies shall “follow form” to the underlying primary policies; and Insureds under primary policies shall also be insureds under the umbrella or excess policies.
Workers’ compensation insurance. CONTRACTOR shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000) for CONTRACTOR’S employees in accordance with the laws of the State of California, Section 3700 of the Labor Code. In addition, CONTRACTOR shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California, Section 3700 for all of the subcontractor’s employees.
CONTRACTOR shall submit to CITY, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of CITY, its officers, agents, employees and volunteers.
Pollution liability insurance. Environmental Impairment Liability Insurance shall be written on a CONTRACTOR’S Pollution Liability form or other form acceptable to CITY providing coverage for liability arising out of sudden, accidental and gradual pollution and remediation. The policy limit shall be no less than $1,000,000 dollars per claim and in the aggregate. All activities contemplated in this Agreement shall be specifically scheduled on the policy as “covered operations.” The policy shall provide coverage
for the hauling of waste from the project site to the final disposal location, including non-owned disposal sites.
Builder’s risk insurance. Upon commencement of construction and with approval of CITY, CONTRACTOR shall obtain and maintain builder’s risk insurance for the entire duration of the Project until only the CITY has an insurable interest. The Builder’s Risk coverage shall include the coverages as specified below.
The named insureds shall be CONTRACTOR and CITY, including its officers, officials, employees, and agents. All Subcontractors (excluding those solely responsible for design Work) of any tier and suppliers shall be included as additional insureds as their interests may appear. CONTRACTOR shall not be required to maintain property insurance for any portion of the Project following transfer of control thereof to CITY. The policy shall contain a provision that all proceeds from the builder’s risk policy shall be made payable to the CITY. The CITY will act as a fiduciary for all other interests in the Project.
Policy shall be provided for replacement value on an "all risk" basis for the completed value of the project. There shall be no coinsurance penalty or provisional limit provision in any such policy. Policy must include: (1) coverage for any ensuing loss from faulty workmanship, Nonconforming Work, omission or deficiency in design or specifications; (2) coverage against machinery accidents and operational testing; (3) coverage for removal of debris, and insuring the buildings, structures, machinery, equipment, materials, facilities, fixtures and all other properties constituting a part of the Project; (4) Ordinance or law coverage for contingent rebuilding, demolition, and increased costs of construction; (5) transit coverage (unless insured by the supplier or receiving contractor), with sub-limits sufficient to insure the full replacement value of any key equipment item; (6) Ocean marine cargo coverage insuring any Project materials or supplies, if applicable; (7) coverage with sub-limits sufficient to insure the full replacement value of any property or equipment stored either on or off the Site or any staging area. Such insurance shall be on a form acceptable to Agency to ensure adequacy of terms and sublimits and shall be submitted to the Agency prior to commencement of construction.
Other provisions or requirements
Proof of insurance. CONTRACTOR shall provide certificates of insurance to CITY as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by CITY’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with CITY at all times during the term of this contract. CITY reserves the right to require complete, certified copies of all required insurance policies, at any time.
Duration of coverage. CONTRACTOR shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Work hereunder by CONTRACTOR, his agents, representatives, employees or subconsultants.
Primary/noncontributing. Coverage provided by CONTRACTOR shall be primary and any insurance or selfinsurance procured or maintained by CITY shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance.
Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of CITY before the CITY’S own insurance or self-insurance shall be called upon to protect it as a named insured.
Products/completed operations coverage. Products/completed operations coverage shall extend a minimum of three (3) years after project completion. Coverage shall be included on behalf of the insured for covered claims arising out of the actions of independent contractors. If the insured is using subcontractors, the Policy must include work performed “by or on behalf” of the insured. Policy shall contain no language that would invalidate or remove the insurer’s duty to defend or indemnify for claims or suits expressly excluded from coverage. Policy shall specifically provide for a duty to defend on the part of the insurer. The AGENCY, its officials, officers, agents, and employees, shall be included as additional insureds under the Products and Completed Operations coverage.
CITY’S rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, CITY has the right but not the duty to obtain the insurance it deems necessary and any premium paid by CITY will be promptly reimbursed by CONTRACTOR or CITY will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, CITY may cancel this Agreement.
Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the CITY’S Risk Manager.
Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against CITY, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow CONTRACTOR or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. CONTRACTOR hereby waives its own right of recovery against CITY, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
Enforcement of contract provisions (non estoppel). CONTRACTOR acknowledges and agrees that any actual or alleged failure on the part of the CITY to inform CONTRACTOR of non-compliance with any requirement imposes no additional obligations on the CITY nor does it waive any rights hereunder.
Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONTRACTOR. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY.
Notice of cancellation. CONTRACTOR agrees to oblige its insurance agent or broker and insurers to provide to CITY with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
Additional insured status. General liability policies shall provide or be endorsed to provide that CITY and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to CITY and approved of in writing.
Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any crossliability exclusions.
Pass through clause. CONTRACTOR agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by CONTRACTOR, provide the same minimum insurance coverage and endorsements required of CONTRACTOR.
CONTRACTOR agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. CONTRACTOR agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to CITY for review.
CITY’s right to revise specifications. The CITY reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the CONTRACTOR ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the CONTRACTOR, the CITY and Consultant may renegotiate CONTRACTOR’S compensation.
Self-insured retentions. Any self-insured retentions must be declared to and approved by CITY. CITY reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by CITY.
Timely notice of claims. CONTRACTOR shall give CITY prompt and timely notice of claims made or suits instituted that arise out of or result from CONTRACTOR’S performance under this AGREEMENT, and that involve or may involve coverage under any of the required liability policies.
Additional insurance. CONTRACTOR shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.
C i t y o f G r o v e r B e a c h
DEPARTMENT OF PUBLIC WORKS
154 S. 8th Street ❖Grover Beach, CA 93433 ❖805/473-4530 ❖[email protected] Visit our website at www.groverbeach.org
City of Grover Beach Corporation Yard Re-Paving CIP 3002 SCOPE OF WORK:
The City of Grover Beach Corporation Yard Re-Paving Project requires the need to remove and replace the existing pavement with 2.5” of asphalt concrete (HMA or AC) over 4” of base, minor grading at an abandoned stormwater inlet, adjusting utility valve cover elevations, removing and replacing gate traffic loop, installing gate access keypad, trenching and installing a compressed air line from the Mechanics Shop to Bay 3, and trenching and installing blank conduit for the areas inside the gated property. Additionally, the areas located outside the gate require the need to slurry seal and stripe the existing AC, relocation of a handicap sign, and trenching and laying blank conduit. Please see Exhibit A for the proposed scope map.
The corporation yard shall be in operation during construction and the Grover Beach Publics Works Crew must always have access to the yard during construction. Contractor shall coordinate and not interfere with the ongoing Metal Building Remodel and Modifications Project in Bay 3 of the corporation yard’s main material and storage building on south side of property.
Install Six (6) -
1" SCH 40 PVCUndergroundConduit Protect Existing Automatic Electric Chain Link Fence and Gate
1150 Farroll Rd. Property Boundary
Proposed Phase 1 Paving Limits Proposed Phase 2 Paving Limits Slurry Seal and Parking Lot Stripping Install Keypad Entry Systemto Match exterior
Install Underground Conduit per Exhibit Legend Approximate Areas of Regrading Abonded Inlet Pipe Remove and ReplaceTraffic Loop
Trench Airline from Mechanic Shop to Bay 3
N Mechanics Shop Bay 3 Install Six (6) -
1" SCH 40 PVCUndergroundConduit
Install Four (4) Fiberglass Polymer Utility Boxes EXHIBIT B: SCOPE OF WORK MAP 8 feet from Bay 4 removedfrom scope
Bay 4
Area byMaterial Bayremovedfrom scope
Conduit TrenchAlignmentChanged
A
Agenda Item No. 12
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Wendi Sims, City Clerk
SUBJECT: Appointments to the Planning Commission
RECOMMENDATION
Confirm and approve Mayor Bright’s recommendations and adopt the Resolution to:
• Appoint David Swift to a four-year term of office, scheduled to expire on May 31, 2027; • Appoint Maia Hoffman to fill the remainder of the vacated four-year term of office, scheduled to expire on May 31, 2024.
Upon adoption of the Resolution, it is further recommended that Planning Commissioners Swift and Hoffman be introduced to the City Council and members of the audience.
BACKGROUND
There are two vacancies on the Planning Commission due to the expiration of the four-year term of office held by Commissioner Cody McLaughlin (term expired on May 31, 2023) and the resignation of Former Commissioner Ron Rodman whose term expires on May 31, 2024. Staff advertised the Planning Commission vacancies with press releases in the local newspapers, notices on the City website, government cable access Channel 20, and posted notices on the bulletin board located at City Hall.
The Advisory Body Screening Committee, comprised of Mayor Bright, Mayor Pro Tem Robert and Planning Commissioner Chair Halverson, conducted interviews on June 15, 2023. There were three qualified applicants. Applicants interviewed were advised that the Council would be requested to confirm and approve Mayor Bright’s appointment at tonight's meeting.
At the conclusion of the interviews, Mayor Bright recommends for Council approval the appointment of David Swift to a four-year term of office scheduled to expire on May 31, 2027; and appointment of Maia Hoffman to fill the remainder of the four-year term of office scheduled to expire on May 31, 2024. Steven Otto was recommended to be an alternate for appointment should there be a vacancy prior to the next term expiration in May 2024. The Commissioners will begin serving their new term at the next scheduled Planning Commission meeting.
FISCAL IMPACT
There is no fiscal impact with the recommended action.
Staff Report: Appointments to Planning Commission Page 2 June 26, 2023
ALTERNATIVES
The City Council has the following alternatives to consider:
1. Accept and confirm Mayor Bright’s recommendations and adopt the Resolution to:
• Appoint David Swift to a four-year term of office, scheduled to expire on May 31, 2027;
• Appoint Maia Hoffman to fill the remainder of the vacated four-year term of office, scheduled to expire on May 31, 2024; and
2. Provide alternative direction to staff.
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act. All applicants were sent a copy of this staff report and the meeting agenda.
Attachments
1. Draft Resolution
2. Applications (Note: redacted copies posted to the City website. Copies without redactions are available by request to the City Management Department.) RESOLUTION NO. 23-__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GROVER BEACH,
CALIFORNIA AUTHORIZING THE APPOINTMENT OF DAVID SWIFT AND
MAIA HOFFMAN TO THE GROVER BEACH PLANNING COMMISSION
WHEREAS, the Planning Commission is a body of five lay citizens; and WHEREAS, two (2) vacancies currently exist on the Commission due to the scheduled expiration of four-year Commission terms of office; and the resignation of one of the Commissioners for the remaining 1 year of that seat.
WHEREAS, the City actively solicited potential candidates to serve on the Planning Commission; and
WHEREAS, it is the responsibility of the Advisory Body Screening Committee to interview prospective citizen candidates and submit their recommendation to the Council for approval; and
WHEREAS, the Advisory Body Screening Committee, consisting of Mayor Karen Bright, Mayor Pro Tem Robert Robert, and Planning Commission Chair David Halverson conducted interviews on June 15, 2023, and at the conclusion of those interviews Mayor Bright made a recommendation to the Council for appointment.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Grover Beach hereby accepts Mayor Bright’s recommendation and approves the appointment of:
• appoint David Swift to a four-year term of office, scheduled to expire on May 31, 2027; • appoint Maia Hoffman to fill the remainder of the four-year term of office, scheduled to expire on May 31, 2024.
On motion by ________, second by ________, and on the following roll-call vote, to wit:
AYES: Council Members -
NOES: Council Members -
ABSENT: Council Members -
ABSTAIN: Council Members -
the foregoing Resolution was PASSED, APPROVED, and ADOPTED at a Regular Meeting of the City Council of the City of Grover Beach, California this 26th day of June 2023. _____________________________
KAREN BRIGHT, MAYOR
Attest:
______________________________
WENDI SIMS, CITY CLERK
Attachment 1
**DRAFT**
City of Grover Beach
APPLICATION FOR APPOINTMENT TO SERVE
ON A CITY COMMISSION, COMMITTEE OR BOARD
This application will remain active and on file for one (1) year.
This is a public record open for inspection and reproduction.
You must be a registered voter of Grover Beach to apply.
Name: Date:
(Please print)
Home Address:
Mailing Address:
(If different from home address)
Occupation/Employer:
Home Phone: Work Phone:
Cell Phone: E-mail:
May we contact you at work? Yes No Years lived in Grover Beach:
Are you related or married to any elected or appointed City official or employee? Yes No If yes, name of relative and their position with the City of Grover Beach:
Community Service Experience:
Organization Dates Served Position
Employment History (If applicable):
Company Dates Served Position
I wish to be considered for appointment to the following Commission, Committee or Board:
(Check only one. Submit a separate application if you are interested in more than one.) Planning Commission Parks, Recreation and Beautification Commission Traffic Committee Citizen Oversight Committee for City Revenue Measures Attachment 2
Application for Appointment to Commission, Committee, or Board Page 2 Other relevant experience, education, or training:
What is your understanding of the role and responsibilities of the Commission/ Committee/Board?
Please indicate the reasons for your interest in serving on the Commission/Committee/ Board:
You may attach additional pages or information that may be beneficial to the Advisory Body Screening Committee, City Council and/or City official(s) when considering your application.
Please be advised that this application may be discussed by the City Council at an open meeting.
Information provided to the City Council at open meetings is copied to the news media.
Have you ever attended a meeting of this Commission, Committee, or Board? Yes No If yes, how many in the last year? Why did you attend?
Financial Disclosure: In compliance with state law and the City's Conflict of Interest Code, all City Commissions, Committees or Boards are required to file a Statement of Economic Interests (Form 700) upon appointment, annually thereafter, and upon leaving office. The Form 700 is a public document regarding personal and business information including sources of income, loans, investments, and interests in real property. For more information visit: http://www.fppc.ca.gov Signature:
Your interest in serving the City of Grover Beach is sincerely appreciated! Please submit completed application to: Office of the City Clerk 154 South 8th Street
Grover Beach, CA 93433
Or via email: [email protected]
For Office Use Only
Interview Date: Appointed: Yes No Appointed Date:
Appointment is for: Unexpired Term Ending Full Term Ending _ To: Grover Beach Advisory Body Screening Committee
From: David W. Swift, PE
Date: 12February2023
RE: Application to Serve on Planning Commission
I have been a property owner in The City of Grover Beach since April 2015 and a permanent resident since December 2020. I chose to make Grover Beach my home because it was a beautiful, affordable coastal town with a budding future. It was clear to me, when we bought our home, that there were many opportunities for commercial and residential development that would make the future Grover Beach a great place to live, work, and play.
I was born and raised in Livermore California. It was a dusty cow town with a very entrenched “No growth” personality. No growth is not a plan and it is not, in the end, an option. I watched many of their half-hearted development efforts end poorly because they were too-little-toolate or the wrong project for the needs of the community. While their “Main Street” is now a great destination, it took more that 35 years to develop and is still plagued by infighting over the right mix of housing, parks, and commercial space. In a nutshell, their master plan struggled under the test of time and changing public opinion.
I see an opportunity in Grover Beach to develop a thriving beachfront community. With the recent changes to the development code and a skilled and motivated staff, the city is entering the early stages of what can and should be a bright and prosperous future. Sound leadership, with vision, can facilitate this future. Growth is inevitable. Growth done well is the challenge. I bring a data driven, technical approach to the table that, I believe, will help meet this challenge.
Thank you for your consideration.
Regards,
David Swift, PE
City of Grover Beach
APPLICATION FOR APPOINTMENT TO SERVE
ON A CITY COMMISSION, COMMITTEE OR BOARD
This application will remain active and on file for one (1) year.
This is a public record open for inspection and reproduction.
You must be a registered voter of Grover Beach to apply.
City of Grover Be•ch
JUN 0 o 2023
RECEIVED
I wish to be considered for appointment to the following Commission, Committee or Board:
(Check only one. Submit a separate application if you are interested in more than one.) Iii Planning Commission D Parks, Recreation and Beautification Commission D Traffic Committee D Citizen Oversight Committee for City Revenue Measures Name: Ua..ta.. ~MV (Please print)
Date: G!±!J.D?-3
Home Address: GroviJI' Bea.c£"1 <A ?3'-15<
Mailing Address: -------------------------- (If different from home address) Occupation/Employer: Ctfu cf- £a JI\ to. UaJ)q - ~ iaJ:9l'y ~/ fGU/LC'.€ -0 ~~ ~SP +IL Home Phone: --- Work ce11 Phone: E-mail:
May we contact you at work? D Yes ilNo Years lived in Grover Beach: 'Ci Y;l_ Are you related or married to any elected or appointed City official or employee? IJ Yes @No If yes, name of relative and their position with the City of Grover Beach: _______ _ c ommumty ' s erv1ce E xperience:
Organization Dates Served Position
13[<j- 'J3r-ot{U!-1:\ &1 '5~~ = -d-0~4- Bt~ ~~fer
Em lo ment Histo licab/e :
Company Dates Served Position
. " .
Application for Appointment to Commission, Committee, or Board Other relevant experience, education, or training:
What is your understanding of the role and responsibilities of the Commission/ Committee/Board?
Page2
1hc.. t'P1rnmkf,J;>rt, 0 els GJ o . Rlo!.Jpw. e.., rutXien =ft, .fl.a. l"Co Q jvri~1 /fVO e foR14kl&L1$1 aMd1a f1de ..mu:r ' wRenrfnN!ol/t~ Cer\f rH *"" ,., ~~{f o.vidlv~ N: MOkec deci~t "~o+"Cfl?J /~,~R aff'rJco;bPn£avtfi ~~ e )nt~~te <f ur interest in serving on the Commission/Committee/ Board:
~ l?eootv is Vk'Q iwerde .,olaae o"'rl L cleef IA ",,, +u e ~ .. " p,,5' aP- UA!., ~ :i... h~<i kztu-ed J; o.f'Lc~..ff,,e, ~1h.re..o1 tt r cn.,..,n.wwa4fJ a .111 r!J Iwo.gl---1-o b.e.., fo.wU>e& MSL1¥Ma tWU=~ ire~-" ~ c 2!.l'Q,I L1 o~ a .IA.a 1's e. fev~ You
~ may ~i~ attach additional pages ca.n ~ or information t'\.O<.V tha
~fur~ t may be beneliCiaHo'fhe e.n~ Advisory 1Mr Body ..ft:> ~ Screening Committee, City Council and/or City official(s} when considering your application.
Please be advised that this application may be discussed by the City Council at an open meeting.
Information provided to the City Council at open meetings is copied to the news media.
Have you ever attended a meeting of this Commission, Committee, or Board? OYes IHNo If yes, how many in the last year? Why did you attend? _______ _ Financial Disclosure: In compliance with state law and the City's Conflict of Interest Code, all City Commissions, Committees or Boards are required to file a Statement of Economic Interests (Form 700) upon appointment, annually thereafter, and upon leaving office. The Form 700 is a public document regarding personal and business information including sources of income, loans, investments, and interests in real property. For more information visit: http://www.fppc.ca.gov Signature: :::. _______________ _
Your interest in servi the City of Grover Beach is sincerely appreciated! Please submit completed application to:
For Office Use Only
Office of the City Clerk
154 South 8th Street
Grover Beach, CA 93433
Or via email: [email protected]
Interview Date: Appointed: O Yes O No Appointed Date:
Appointment is for: 0 Unexpired Term Ending 0 Full Term Ending ------ . .
City of Grover Beach
City of Grover Beach
MAR 22 2023
RECEI ED
APPLICATION FOR APPOINTMENT TO SERVE
ON A CITY COMMISSION, COMMITTEE OR BOARD
This application will remain active and on fife for one (1) year.
This is a public record open for inspection and reproduction.
You must be a registered voter of Grover Beach to apply.
I wish to be considered for appointment to the following Commission, Committee or Board:
~ (Check only one. Submit a separate application if you are interested in more than one.) 'A Planning Commission 0 Parks, Recreation and Beautification Commission 0 Traffic Committee 0 Citizen Oversight Committee for City Revenue Measures Name: ~/6V~N
(Please print)
Date: 2' - 2 Z _, <,.()2: 3
Home Address:
Mailing Address: -------------------------- (ff different from home address) Occupation/Employer: _..,..p_:t"" __ r ___ j _g_n ___________________ _ Home Phone:------------ Work Phone: ---------
Cell Phone: E-mail:
May we contact you at work? 0 Yes C No Years lived in Grover Beach: -'='--==-- Are you related or married to any elected or appointed City official or employee? Id Yes 61 No If yes, name of relative and their position with the City of Grover Beach: -------- Communit Service Ex erience:
Organization
Em lo ment Histo
Company
Dates Served
j'.
licable :
Dates Served
Position
Position
Application for Appointment to Commission, Committee, or Board Page2 Other relevant experience, education, or training:
~ 11 ' /4 A IJ
!{ J"#--Gr Ct>Mrt/ vr ~ ~ v-oi,L("r(ct;f2--- f'G/f v1rJ es What is your understanding of the role and responsibilities of the Commission/ Committee/Board?
Ah.t,11% CrQ' Co4 >.JCttt- OIU k .Mvh Llg "ir C "l:> "1 M v? ~ n-y 'PvvG't@lf FA;;; /i1Ji1T~ / .v L. ~tD>c5 bZ;-~P-Al1i.. '/VJAJ IJ I> Co Jtl:pvNv-'IVI Please indicate the reasons for your interest in serving on the Commission/Committee/ Board:
C /\>c!" f ' "- ST ND !AfbP~P..~ J'N / f)q, -tilJ V~ ~J ~1'.tvvp jJ <::Jr'tJ/f' ,
/tv-ptfl-.\T GrtbUf/71 'flt/Jw pu ~t--1 c rif~tJ ~ll 0rc.t tf. pow 7 You may attach additional pages or information that may be beneficial to the Advisory Body Screening Committee, City Council and/or City official(s) when considering your application.
Please be advised that this application may be discussed by the City Council at an open meeting.
Information provided to the City Council at open meetings is copied to the news media.
Have you ever attended a meeting of this Commission, Committee, or Board? OYes~o If yes, how many in the last year? P" Why did you attend? ---- ----- Nf?re={ z: />£-A;J Tll -A.=(-rtS".r..J> /\l:yc (tf ti:rrv6;., ty2>w Na;I gA/P.
Financial Disclosure: In compliance with state law and the City's Conflict of Interest Code, all City Commissions, Committees or Boards are required to file a Statement of Economic Interests (Form 700) upon appointment, annu thereafter, and upon leaving office. The Form 700 is a public document regarding personal and b iness information including sources of income, loans, investments, and interests in real property or more information visit: http://www.fppc.ca.gov Your interest m serving the City of Grover Beach is sincerely appreciated! Please submit completed application to:
For Office Use Only
Office of the City Clerk
154 South 8111 Street
Grover Beach, CA 93433
Or via email: [email protected]
Interview Date: Appointed: O Yes o No Appointed Date:
Appointment is for: 0 Unexpired Term Ending 0 Full Term Ending ----- STEVEN E. OTTO
Grover Beach, CA 93433
Presents a broad-based professional career spanning fifty years as a not-for-profit executive and as a business entrepreneur, both in the USA and in five developing nations (not counting Russia).
Some highlights:
* Spanish- high level of fluency
1960's/1970's
EDUCATION
• Bachelor of Arts- History (Honors), Northern Arizona University, Flagstaff AZ, 1962 • Bachelor of Foreign Trade, American Graduate School of International Management, Glendale AZ, 1966
• Master of International Management, American Graduate School of International Management, Glendale AZ, 1977
MILITARY SERVICE- Intelligence Analyst, U.S. Army, Fort Bragg NC, 1962-65
PROFESSIONAL
• Country Director, CATHOLIC RELIEF SERVICES (CRS), Nigeria, Kenya, Nicaragua, and El Salvador, 1966-1977: Managed $4 million food aid and development program with major emphasis in maternal/pre-school nutrition education, community leadership training, community improvement projects, and emergency relief (Nigeria-Biafra civil war 1967- 1969, and Managua earthquake 1972).
• Planning Director, HOPI TRIBAL GOVERNMENT, New Oraibi AZ, 1977-1978:
Managed $4 million set of Federal grants. Redirected programmatic focus towards community-based planning.
• Executive Director, SERJJOBS FOR PROGRESS, Glendale AZ, 1978-1979: Managed $2 million job training center. Redirected agency focus towards fiscal solvency. 1980's/1990's
PROFESSIONAL
* Executive Director, ECONOMIC OPPORTUNITY COMMISSION (EOC) - San Luis Obispo CA, 1979-1984: Managed $3 million anti-poverty agency (Head Start, Migrant Head Start, Employment & Training, Senior Nutrition, Childcare, VISTA, Family Planning, and Energy Conservation). Redirected agency focus towards economic selfsufficiency by establishing for-profit Holding Corporation and business ventures.
SPECIAL ASSIGNMENTS: EOC
* Management Consultant- 1977: Performed feasibility study that resulted in start-up of San Luis Obispo's "Downtown Farmers Market" (which has grown to become one of the largest farmer's markets in the USA).
• Management Consultant- 1993-1997: Performed a series of ten short-term assignments for selected EOC programs (Head Start, Migrant Head Start, and Even Start). Focus was on grant writing; conducting community needs assessments; and providing program appraisals in Santa Barbara, Monterey, and San Benito counties.
SPECIAL ASSIGNMENTS: CRS
• Campaign Manager, Operation Rice Bowl (Baltimore, MD), 1993-1994: Responsible for national fundraising campaign that raised more than $4.1 million, a 10% increase over prior year.
• Finance/Administrative Manager (Vladivostok, Russia), 1995: Reorganized US government contracts, principal author annual Country Plan. • Regional Manager (Khabarovsk, Russia), 1996: Responsible for overall program management Northeast Russia, principal author of annual Country Plan. • Country Director (Lilongwe, Malawi), 1997-1999: Responsible for start up first time CRS operations, established/created partnership relationship with multiple indigenous nongovernmental organizations and Malawi government, and submitted $13 million food aid request to US AID (subsequently implemented).
ENTREPRENEUR
* Owner/Manager- LET'S TRAVEL TOURS, Grover Beach CA, 1984-1997: Started own business from zero base, a retail travel agency with a focus on group tour operations. Achieved $1.1 million gross revenue by second year; organized and conducted 160 group tours composed of more than 1,850 travelers visiting eleven countries and twenty-six states.
2000's - Present
PROFESSIONAL/ENTREPRENEUR- A Fusion of Both "Worlds"
* Executive Director, SAN YSIDRO BUSINESS ASSOCIATION- San Ysidro CA, 1999-0ctober 2010 (retirement): Managed start-up of first time Business Improvement District located at world's busiest land border crossing at San Ysidro/Tijuana. Managed multifaceted economic revitalization program, which included such functions as operating streetscape maintenance and beautification projects; publishing membership newsletter distributed to all 650 member businesses and annual business directory delivered to all 11,000 San Ysidro households; and advocating for and securing public improvements, particularly traffic circulation improvements. Of special note is San Ysidro' s selection as a "pilot village" by the City of San Diego for the purposes of implementing a "mixed-use" redevelopment project in the heart of the old commercial corridor. Developed a partnership model, a joint venture composed of small land holders, a major developer, non-profits, and City of San Diego Redevelopment Agency for purposes of developing 800 new housing units and 150,000 sq. ft. of new commercial space with a "Mexican Village" theme.
Close liaison with elected representatives and government officials, especially San Diego City Council District 8.
SPECIAL ASSIGNMENTS
*
*
Management Consultant, El Cajon Boulevard Business Improvement Association, San Diego, CA, 1999: Performed field survey with 60 commercial property owners on establishing a Property-based Maintenance Assessment District for purposes of creating the required organizational structure (a precondition for securing funding for streetscape improvements).
Management Consultant, Linda Vista Town Council, San Diego, CA, 2000:
Performed field survey with 40 small businesses on establishing a "Micro-District" Business Improvement Association for the purposes of creating required organizational structure (a precondition in securing funding for streetscape improvements).
* Member, Micro-Districts Committee, Business Improvement District Council, San Diego, CA, 2000 - 2010: Participated in annual design/selection process in *
order to select up to twelve incipient "Micro-Districts" as candidates to receive small management grants. Participated in 2013 selection committee.
Management Consultant, San Ysidro Business Association, San Ysidro, CA, 2010 -2011: Continuing consultation administration, including finance and contracts management; programmatic functions, including identification additional locations needed public improvements and infrastructure; and refinement of S YBA strategic plan. Coordinated Executive Director recruitment and selection. * Special Assistant, Business Improvement District Council, San Diego, CA, 2011- 2013: Provided field liaison with "Micro-District" grantees; included Barrio Logan, La Jolla Shores, Bird Rock, Peninsula Chamber, and start up first-time small business groups in Logan Heights and Point Loma Heights.
Administrator, Diamond Business Improvement District, San Diego, CA, 2014-2015:
Provided organizational support in re-start defunct business improvement district, included working with a core group of business owners, developing operating policies & procedures (including start up financial system), holding first district wide Board elections, and implementing initial program activities (including goal setting Board Retreat). Managed successor Administrator recruitment and selection; monitored initial performance new Administrator, and continued as a Special Consultant.
COMMUNITY AND VOLUNTEER ACTIVITIES
• President, Newman Club, El Camino College, Torrance, CA, 1959-1960 • Arizona Province Chairman- Newman Club, Northern Arizona University, Flagstaff, AZ, 1960- 1961
• Area Advisor (for Arizona & New Mexico)- Newman Club, Northern Arizona University, 1961- 1962
• Board member, Private Industry Council, San Luis Obispo County, CA, 1980-1982 • Board Vice President, Habitat International (community-based solutions for a small planet), Oceano CA, 1980-1996
• Member, Citizen's Transportation Advisory Committee, San Luis Obispo Area Council of Governments, 1982-1994
• Member, Grover Beach Chamber of Commerce, 1984-1988
• Member, Rotary Club, Five Cities/Pismo Beach CA, 1986-1998 • Board member, Business Improvement District Council, San Diego CA, 2000-2010 • Board member, San Ysidro Community Planning Group (principal community planning advisory group to City of San Diego), 2002; Vice-Chair 2010-2018 • Chairperson, Infrastructure & Public Improvements Subcommittee, San Ysidro Community Planning Group, San Ysidro, CA, 2008- 2018
• Member, I-5/1-805 Corridor Study Working Group, San Diego Association of Governments, San Diego CA, 2003-2005
• Member, Stakeholders Working Group, San Diego Association of Governments, San Diego CA, 2005-2008
• Management Consultant, San Ysidro Chamber of Commerce, San Ysidro, CA; facilitated annual Board of Directors Retreat, 2003, 2007, and 2011
• Volunteer Consultant, Business Improvement District Council, San Diego, CA, 2010-2011; provided policy analysis, and special outreach to potential new applicants Micro-Business District program (North Bay, Mira Mesa and most particularly Palm Avenue) • Volunteer Management Consultant, Central Village Business Association, San Diego, CA, 2012 - 2015: Provided organizational assistance startup of association of business owners; included monthly business meetings, completion of a business community surveys, community cleanups, and identification of sidewalk/street paving deficiencies and subsequent remediation by the City of San Diego
• Precinct Inspector, eight Presidential, Primary and Special Elections- San Diego County (2012 - 2016), and San Luis Obispo County (2016-Present)
• Member, San Luis Obispo County Grand Jury- 2018/2019
• Volunteer, Medical Reserve Corps, San Luis Obispo Covid-19 Campaign, 2021-2022 Agenda Item No. 13
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Wendi Sims, City Clerk
SUBJECT: Appointment to the Parks, Recreation, and Beautification Commission
RECOMMENDATION
Confirm and approve Mayor Bright’s recommendation and adopt the Resolution to appoint C.J.
Vigil to fill the vacated four-year seat which will expire on May 31, 2027. Upon adoption of the Resolution, it is further recommended that Parks, Recreation, and Beautification Commissioner Vigil be introduced to the City Council and members of the audience.
BACKGROUND
There are two vacancies on the Parks, Recreation, and Beautification Commission (PRBC) due to the recent resignations of Zach Zimmerman who was appointed to the City Council on April 24, 2023 and whose term expires on May 31, 2024, and of former Commissioner Jeff Al-Mashat who indicated that he would not seek another term on the PRBC after his term expired on May 31, 2023. Staff advertised the PRBC vacancies with press releases in the local newspapers and on social media, notices on the City website, government cable access Channel 20, and posted notices on the bulletin board located at City Hall.
An Advisory Body Screening Committee comprised of Mayor Bright, PRBC Chair Dee and Deputy City Manager/Interim Parks and Recreation Director Eriksson conducted an interview on June 20, 2023. There was only one qualified applicant who applied, and he was advised that the Council would be requested to confirm and approve Mayor Bright’s appointment at tonight's meeting. At the conclusion of the interview, Mayor Bright decided to recommend for Council approval the appointment of C.J. Vigil to the four-year term of office scheduled to expire on May 31, 2027. The Commissioner will begin serving his new term at the next scheduled PRBC meeting.
FISCAL IMPACT
There is no fiscal impact with the recommended action.
ALTERNATIVES
The City Council has the following alternatives to consider:
1. Accept and confirm Mayor Bright’s recommendation and adopt the Resolution to appoint C.J. Vigil to fill the vacated four-year seat which will expire on May 31, 2027;
2. Provide alternative direction to staff.
Staff Report: Appointment to Parks, Recreation, and Beautification Commission Page 2 June 26, 2023
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act. All applicants were sent a copy of this staff report and the meeting agenda.
Attachments
1. Draft Resolution
2. Applications (Note: redacted copies posted to the City website. Copies without redactions are available by request to the City Management Department.) RESOLUTION NO. 23-__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GROVER BEACH,
CALIFORNIA AUTHORIZING THE APPOINTMENT OF CJ VIGIL TO THE
GROVER BEACH PARKS, RECREATION AND BEAUTIFICATION
COMMISSION
WHEREAS, the Parks, Recreation and Beautification Commission is a body of five lay citizens; and
WHEREAS, two (2) vacancies currently exist on the Commission due to the resignation of Commissioner Zach Zimmerman who was appointed to the City Council on April 24, 2023 and whose seat was to expire on May 31, 2024 and Former Commissioner Jeff Al-Mashat whose term expired on May 31, 2023; and
WHEREAS, the City actively solicited potential candidates to serve on the Parks, Recreation, and Beautification Commission; and
WHEREAS, it is the responsibility of the Advisory Body Screening Committee to interview prospective citizen candidates and submit their recommendation to the Council for approval; and
WHEREAS, the Advisory Body Screening Committee, consisting of Mayor Karen Bright, Parks, Recreation and Beautification Commission Chair Dee, and Interim Parks and Recreation Director/Deputy City Manager Eriksson conducted interviews on June 20, 2023, and at the conclusion of those interviews Mayor Bright made a recommendation to the Council for the appointment.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Grover Beach hereby accepts Mayor Bright’s recommendation and approves the appointment to the Park, Recreation, and Beautification Commission of CJ Vigil to four-year term of office, scheduled to expire on May 31, 2027.
On motion by ________, second by ________, and on the following roll-call vote, to wit:
AYES: Council Members -
NOES: Council Members -
ABSENT: Council Members -
ABSTAIN: Council Members –
RECUSED: Council Members -
the foregoing Resolution was PASSED, APPROVED, and ADOPTED at a Regular Meeting of the City Council of the City of Grover Beach, California this 26th day of June 2023. _____________________________
KAREN BRIGHT, MAYOR
Attest:
______________________________
WENDI SIMS, CITY CLERK
Attachment 1
**DRAFT**
City of Grover Beach
APPLICATION FOR APPOINTMENT TO SERVE
ON A CITY COMMISSION, COMMITTEE OR BOARD
This application will remain active and on file for one (1) year.
This is a public record open for inspection and reproduction.
You must be a registered voter of Grover Beach to apply.
RECElvt::D
JUN 06 2023
CITY OF GROVER BEACH
I wish to be considered for appointment to the following Commission, Committee or Board:
(Check only one. Submit a separate application if you are interested in more than one.) □ Planning Commission ~ Parks, Recreation and Beautification Commission □ Traffic Committee □ Citizen Oversight Committee for City Revenue Measures Date: (;,/~ I ·zo 2 3
Mailing Address: _________________________ _
(If different from home address)
Occupation/Employer: i \-\ G i G thv~ ~ ,oyc, jj 6 ·• {?.-e4\\-o ( Home Phone: _____________ Work Phone: ________ _
Cell Phone: E-mail:
May we contact you at work? 12rYes No Years lived in Grover Beach: 2Yz Are you related or married to any elected or appointed City official or employee? IJ Yes ~No If yes, name of relative and their position with the City of Grover Beach: _______ _ C ommunicy "t s erv1ce E xpenence:
Organization Dates Served Position
/ ,u'{\. CA~ w l.--t~"t uc..~ v e, WID - 7,,613 Qo~c."'- 'V Em lo ment Histo licable :
Com pany Dates Served Position
Attachment 2
.. '
Application for Appointment to Commission, Committee, or Board Page 2 Other relevant experienc~, education, or training: \ ','\ {D0t)V\- Md 2\f,v:()().) ')~ b e<'> C\, (t<; c>--e\i\,\-·,c-\ Qlv~'w'T Y'1~ CvuJ Job c;_S Y. ~ '"'\'vr, )., ~vt, bccoMe Vu{ What is your understanding of the role and responsibilities of the Commission/ Committee/Board?
1"'-:t ~~it 2roJ ic.le> (@t)\f:\t)\c-b\,o~s le> N C.-:J Qo ol/\l,\ ,eJ4rc1,-~d ,'-f>0t~ 2vfrou~1 ~ Q~<k-S 1 (ee,(eC{__..\-;i,,.,.__ :~ C;~ Svbv-5oreJ ~ 0 £..e)l ct) ~ (O v .d , ~ \-\£. ~0' t<>V\ , id {or lbt"f t'f vvt 1 ~d 1 \,\ MP lease indicate the reasons for your interest in serving on the Commission/Committee/ Board:
G,e>\J'tJC ?? ec..t\,.. ; '=> ~ SQee"\ tD ~°""'"J J-..- \.Auvt t'-l- \-;~ ,cl.r\-v-e ,v.vd Qu.S)~o\A. tc <:ervt- ·,+. \ \:l, c;Rfo<fu.:>i1 1\-; () -\:-wt\: ~ <ks ~(t;J :Je. (D r -\-t-e, t .4-~ uvJ \-'-t.- t \Jl"'-~ ~ xzc i) tv:e c~ wt)etl-ef' O.ft, ft, \J:e . C\\e£:5~~J <t Qro\:ec~eJ · You may attach additional pages or information that may be beneficial to the Advisory Body Screening Committee, City Council and/or City official(s) when considering your application.
Please be advised that this application may be discussed by the City Council at an open meeting.
Information provided to the City Council at open meetings is copied to the news media.
Have you ever attended a meeting of this Commission, Committee, or Board? Yes 11f'i(Jo If yes, how many in the last year? _____ Why did you attend? ________ _ Financial Disclosure: In compliance with state law and the City's Conflict of Interest Code, all City Commissions, Committees or Boards are required to file a Statement of Economic Interests (Form 700) upon appointment, annually thereafter, and upon leaving office. The Form 700 is a public document regarding personal and business information including sources of income, loans, investments, and interests in real property. For more information visit: http://www.fppc.ca.gov Signature: r
Your mterest in serving the City of Grover Beach is sincerely appreciated! Please submit completed application to:
For Office Use Only
Office of the City Clerk
154 South 8th Street
Grover Beach, CA 93433
Or via email: [email protected]
Interview Date: ______ Appointed: O Yes O No Appointed Date:
Appointment is for: 0 Unexpired Term Ending _______ 0 Full Term Ending _____ _ Agenda Item No. 14
And i
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Megan Martin, Community Development Director Rafael Castillo, AICP, Senior Planner
SUBJECT: Policy Direction on General Plan Circulation Element Update
RECOMMENDATION
Receive an overview of the General Plan Circulation Element and the upcoming process to update the Element and provide policy direction to staff.
BACKGROUND
The General Plan is a document required for every city in the state that outlines a city’s long-term vision and goals for development, land use, transportation, and other aspects that affect the built environment and quality of life for its residents. A General Plan typically includes the following sections or “elements”:
• Land Use. Identifies the types of land uses appropriate for different areas of the city, such as residential, commercial, industrial, and open space. • Circulation. Outlines the transportation infrastructure needed to support the city’s growth, including roads, public transit, and bike lanes.
• Housing. Addresses the city’s housing needs, including the types of housing units that should be built and their location.
• Conservation. Protects natural resources, preserves open space(s), and promotes sustainable development in a community.
• Noise. Addresses the issue and impact of noise on the quality of life for residents and can be used to guide land use decisions, transportation planning, and development activities in a community.
• Safety. Focuses on public safety and promotes public safety by reducing the risk of hazards in the community. Provides a framework for decision-making and can be used to guide policy and planning efforts related to emergency management, crime prevention, transportation safety, and environmental health and safety.
The City’s General Plan maintains all the required elements and includes Parks and Recreation as an “optional” element. Optional elements are not mandatory and are chosen by each jurisdiction at their discretion. Other examples from other communities include Economic Development, Cultural Resources, Sustainability, or Public Services and Facilities. Cities have the flexibility to tailor their general plans to their unique circumstances while adhering to applicable legal requirements. For example, a city with a rich architectural history and significant historical resources may consider adopting a Historic Preservation Element to address the preservation and promotion of historic structures, landmarks, and districts. Cities should update and consider their Staff Report: Policy Direction on General Plan Circulation Element Update Page 2 June 26, 2023
General Plan elements periodically to ensure the General Plan remains relevant, responsive to changing circumstances, and aligned with the community’s priorities.
The specific timing for updating elements of a General Plan can vary depending on statutory requirements, changes in demographics or growth, emerging issues or priorities, comprehensive review, and community engagement. The Council has previously directed staff to update outdated General Plan Elements and the chart below shows the date of the last update of each Element:
Most recently, the City completed an update to the Safety Element in 2022 and a Land Use Element to reflect changes in the City’s Development Code. The Circulation and the Noise Elements are the next elements to update based on the dates of adoptions of these Elements.
The Noise Element, last updated in 1993, requires a comprehensive review of the Circulation Element and thus staff is recommending pursuit of the Circulation Element update first.
Circulation Element Overview
The City’s Circulation Element was last updated in August 2005. The Circulation Element contains goals, policies, and programs that are intended to guide the city’s transportation network and correspond with the city’s growth and development. These goals, policies, programs, and other transportation improvements utilize a metric known as Level of Service (LOS) which identifies the impacts of traffic volume on a roadway or intersection based on vehicle delay at intersections and traffic speed and density on roadways. These conditions are impacted by various components of a roadway such as the number and width of lanes and shoulders and intersection signal timing.
LOS has been primarily used to gauge the impacts of traffic volumes within cities for the last 50 years, however, LOS typically does not gauge active transportation uses (walking/bicycles), nor promote or assess other modes of transportation (public transit). Typically, most streets within the city operate at LOS A or B with intersections operating at various LOS levels, particularly during what is considered “peak” traffic times under the LOS methodology (afternoon rush hours). The following page shows a chart from the Institute of Traffic Engineers highlighting the definitions and conditions of each respective Level of Service on roadways:
Grover Beach General Plan Element Updates
Element Last Updated
Land Use 2022
Safety 2022
Conservation 2020
Open Space 2020
Circulation 2005
Noise 1993
Staff Report: Policy Direction on General Plan Circulation Element Update Page 3 June 26, 2023
The Circulation Element also establishes and provides goals and policies for the following:
• Classification of streets
• Traffic control
• Truck routes
• Transit use
• Pedestrian circulation
• Bicycle routes
Since the adoption of the Circulation Element, the City has performed a comprehensive update of its Land Use Element and updated the City’s zoning code (now referred to as the Development Code) and adopted a Bicycle Master Plan in 2011 that implements the citywide bicycle facilities and connections to the regional bicycle network. However, these updates have not been incorporated into the Circulation Element. Updating the Circulation Element will ensure the City is better qualified to compete and receive regional, State, and Federal grant funding for circulation improvements. City staff also anticipates the Circulation Element update will provide a useful analysis to prioritize future street improvement projects through the Capital Improvement Program (CIP) as authorized by the City Council.
State Laws and Circulation Element Update
In addition to the policy reasons to update the Circulation Element, the State has enacted significant laws regarding transportation, including the Complete Streets Act of 2008 which requires municipalities to have a balanced multimodal transportation network that meets the needs of all users of streets roads and highways. The City has made steps towards this with the adoption of the Bicycle Master Plan and inclusion of pedestrian and bicycle safety measures in major street projects. However, the City has not updated its classification system nor reviewed its circulation system to identify upgrades necessary for consistency with this State legislation.
Staff Report: Policy Direction on General Plan Circulation Element Update Page 4 June 26, 2023
Senate Bill (SB) 743, enacted in 2013, further changed the way transportation impacts are evaluated under the California Environmental Quality Act (CEQA) as of July 1, 2020. Prior to SB 743, assessing changes in the LOS on roadways as a result of a new project was the primary measure of transportation impacts. SB 743 requires a shift away from this approach and instead requires transportation impacts that consider factors such as the availability of sustainable modes of transportation, access to jobs and services, and the reduction of greenhouse gas (GHG) emissions. As part of the implementation of SB 743, the State has developed new guidelines for evaluating transportation impacts for new development projects under the California Environmental Quality Act (CEQA). This encourages the use of other metrics including vehicle miles traveled (VMT) instead of LOS. The use of VMT focuses on how the project will impact the overall number of miles driven by users of the project rather than the impact of congestion. It is widely recognized that VMT is a more comprehensive measure of impacts that accounts for factors such as travel behavior, land use patterns, and access to alternative modes of transportation though LOS is still a useful metric of roadway delay.
Updating the Circulation Element consistent with SB 743 allows for implementation of State law and reduces barriers to housing developments and projects with economic benefits to the City.
While the City may continue to only utilize LOS instead of VMT, doing so would make it more difficult to comply with State law and related implementation guidelines and may lead to increased legal challenges under CEQA. Relying solely on LOS can also result in a limited approach to transportation planning that does not fully account for the impacts of transportation on the environment, greenhouse gas emissions, public health, and social equity. As a result, the State generally recommends that cities use VMT as the primary measure of transportation impacts when evaluating projects under CEQA. The City may however choose to continue to consider LOS as a secondary factor in evaluating project impacts. One example of this would be delegate authority to the Community Development Department to require LOS on qualifying projects exempt from CEQA and VMT for those subject to CEQA, consistent with State law.
In addition to complying with State law, the Circulation Element update further supports the City’s FY 2023-25 City Council Goals including the Major City Goal of “Street Maintenance and Complete Streets.” With this goal, the Council seeks to: complete Measure K-14 street improvements on arterials and local streets; create a maintenance plan and related funding for improved streets; pursue opportunities to design and build safer, more pedestrian and bicycle friendly “complete streets” by incorporating where feasible bicycle lanes, sidewalks, streetlights, crosswalks, trees/landscaping, and other traffic calming design strategies. Completing an update to the Circulation Element can provide opportunities for funding for infrastructure projects like Measure K-14, as well as demonstrate a commitment to sustainable transportation planning.
Incorporating the principles of SB 743 into the Circulation Element update will enhance the City’s chances of securing funding for infrastructure projects that support sustainable transportation and contribute to the City's goals.
Process to Update City’s Circulation Element
Updating a City’s Circulation Element requires a comprehensive and collaborative planning process that involves stakeholders, transportation professionals, and the community. There are typically several steps involved, but generally, the process to update the Circulation Element includes the following:
• Review existing conditions and data. City staff will work with a consultant to review existing transportation data, such as traffic volumes, accident rates, and congestion levels. This data will be compared with demographic data, land use patterns, and other factors that affect transportation and mobility in the community.
Staff Report: Policy Direction on General Plan Circulation Element Update Page 5 June 26, 2023
• Establish goals and objectives. This effort will involve public input, stakeholder engagement, and consultation with transportation professionals and experts. Goals and objectives may include updating street classifications and conceptual street profiles, improving safety, promoting sustainable transportation modes, and enhancing mobility for all users.
• Develop strategies and policies. Identify transportation infrastructure improvements, such as transit options, reduce width of roads, safe routes to schools, promote sustainable modes of transportation such as biking, walking, or public transit. • Draft the Circulation Element. A draft document that outlines the city’s goals, objectives, and city’s transportation policies and plans for the future. • Conduct public review and comment. The Circulation Element will be made available for public review and comment. Public meetings, workshops, or hearings will be utilized to solicit feedback from the community.
• Conduct environmental review: Environmental review will provide decision-makers and the general public with an analysis of the immediate and long-term specific and cumulative impacts of the update on the city’s and regional transportation network. • Adopt the updated Circulation Element. After public review and comment, the City will consider the feedback received and make revision to the updated element. The element is then adopted by the Council through a public hearing.
• Update the Capital Improvement Program (CIP). Based on what is approved with the Circulation Element, the CIP would need to be updated for long range policy implementation, and short-range priorities.
• Carry out implementation and monitoring. City staff will implement the strategies and policies outlined in the document and monitor progress. Updates may be periodically required to achieve the goals and objectives as needed.
City Council Policy Direction
City staff will commence the Circulation Element update through a Request for Proposal (RFP) process. To ensure a streamlined RFP process and assist in selecting the most qualified consultant within the budget, staff requests the Council provide direction on key items:
• Incorporation of the Planning Commission
Staff recommends utilizing the Planning Commission to conduct two study sessions.
These sessions would take place at critical junctions of the element update process. • Additional Opportunities for Public Participation
The Council could provide direction to create opportunities for additional public participation. This would include additional “pop-up booths” during City-sponsored or other events at certain designated “check-in” points outside of the Planning Commission or other participation by utilizing the City’s communications consultant. • Continued Use of LOS for Project Approvals
The Circulation Element will need to address the requirement of SB743 that calls for utilizing VMT as a metric to address the impacts of proposed developments that do not qualify for a CEQA exemption. The Council can direct staff to continue to use LOS standards for the purposes of non-CEQA related project approvals, but as to all other projects subject to CEQA, the Community Development Director would have authority to determine whether a VMT is required. The LOS standards may still be used to require transportation improvements, in addition to any VMT-related impacts that may need to be mitigated against. Cities throughout California utilize this “hybrid” approach.
Staff Report: Policy Direction on General Plan Circulation Element Update Page 6 June 26, 2023
• Incorporation of the Bicycle Master Plan
The Bicycle Master Plan was adopted in 2011 and has not been updated since that time. It is common for cities to incorporate such a plan into their Circulation Element. This integration ensures that bicycle planning is aligned with the overall vision and goals outlined in a Circulation Element. While a Bicycle Master Plan primarily focuses on promoting cycling infrastructure and improving conditions for cyclists, it is not uncommon for such plans to recognize the importance of pedestrian facilities and safety as well. Many cities understand that a comprehensive approach is necessary to create a truly multimodal transportation network.
However, the proposed budget for the Circulation Element work effort is limited. To ensure a more comprehensive circulation document, staff is recommending the use of staff resources working in concert with a selected consultant to incorporate the Bicycle Master Plan as a part of the Circulation Element update, as well as integrate strategies for pedestrian facilities and safety (i.e. enhancing sidewalk infrastructure, improving crosswalks and pedestrian signals, adequate lighting and visibility, pedestrian-friendly amenities, and promoting pedestrian safety education). Due to limited staff resources and budget, this may extend the overall timeline anticipated for updating the circulation element by several months. The Council could instead direct staff to have this effort be an “action item” and have staff incorporate the Bicycle Master Plan and pedestrian facilities and safety at a future date following the Circulation Element update. • Reclassification of City Streets
The existing Circulation Element contains classification of streets based on typical street hierarchy (i.e. local streets, arterials, collectors). Major and Minor collector streets were designated in the Element; however, corresponding street cross-sections and profiles do not match existing conditions and improvements that have been completed over the last several years. City staff seeks direction to evaluate the existing transportation network not based on the 2005 Circulation Element, but rather what is existing today, and what future growth development may incur on the network, particularly on streets parallel to major thoroughfares such as 4th Street and Grand Avenue, as these may become alternative routes for vehicles and bicyclists.
Next Steps
Based on the Council direction on the items above, staff will solicit proposals from transportation professionals and experts to update the City’s Circulation Element with a budget not to exceed $60,000. Below is a general timeline for this process:
Task Target Date
Council Direction on Circulation Element Update June 2023 Issue RFP July 2023
Community Outreach and Forums
• Grover Beach Summer Concert Series, Stone Soup
July – August 2023
Award Contract to Consultant September 2023
Update to Circulation Element (see Process section above) October 2023 – March 2024 Public Review of Draft Circulation Element and Environmental Document
April 2024
Adopt Circulation Element June 2024
Staff Report: Policy Direction on General Plan Circulation Element Update Page 7 June 26, 2023
FISCAL IMPACT
There is no fiscal impact associated with this agenda item. Subsequent agenda items related to hiring a consultant to develop the Circulation Element update and implementing transportation improvements would have specific fiscal impacts. Funding to develop this update is included in the City’s operating budget.
ALTERNATIVES
The City Council has the following alternatives to consider:
1. Receive staff presentation and provide direction to staff to draft an RFP to solicit a qualified consultant to update the City’s 2005 Circulation Element.
2. Provide alternative direction to staff.
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act.
Attachments
1. 2005 Circulation Element
2. 2011 Bicycle Master Plan
CITY OF GROVER BEACH
GENERAL PLAN
CIRCULATION ELEMENT
August 2005
Attachment 1
MAYOR AND CITY COUNCIL
Mayor Shoals
Mayor Pro Tem Versaw
Council Member Ashton
Council Member Ekbom
Council Member Lieberman
PLANNING COMMISSION
Bart Calmenson, Chair
Robert Mires, Vice Chair
Commissioner Versaw
Commissioner Barnett
Commissioner Conroy
Commissioner Leon
Commissioner Matsuura
STAFF
Jake Raper, Jr. , Community Development Director
Susan Zaleschuk, AICP, Assistant Community Development Director Julie Hawkins, Acting Planner III
CONSULTANT ASSISTANCE (R658CE001)
Martin R Inouye – OMNI-MEANS Engineers & Planners
Ravi Narayanan, P.E. – OMNI-MEANS Engineers & Planners
General Plan Elements
Element Title Adoption or Last
Major Revision Date
Land Use 12/07/92
Housing 12/15/03
Circulation
Open Space and Conservation 08/06/73
Parks and Recreation 03/07/05
Noise 06/21/93
Scenic Routes 11/02/81
Seismic/Safety 2000
CITY OF GROVER BEACH
COMMUNITY DEVELOPMENT DEPARTMENT
City Hall - 154 South Eighth Street
Grover Beach, California - 93433
Telephone 805 473-4520 - Fax 805 489-9657
[email protected]
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Table of Contents
I INTRODUCTION.................................................................................................................................1
1.1 PURPOSE AND LEGISLATIVE AUTHORITY....................................................................1
1.2 RELATIONSHIP TO OTHER GENERAL PLAN ELEMENTS ..........................................1 II. PUBLIC PARTICIPATION ................................................................................................................2 III. CIRCULATION ELEMENT ORGANIZATION ............................................................................3 PART A - GOALS, POLICIES, AND PROGRAMS .............................................................................4 POLICIES AND PROGRAMS ........................................................................................................4 GOAL 1: PROVIDE SAFE AND EFFICIENT VEHICULAR MOVEMENT.............................4 GOAL 2: COORDINATE POLICIES FOR LAND DEVELOPMENT AND CIRCULATION7 GOAL 3: PROMOTE ALTERNATIVE TRAVEL MODES, INCLUDING TRANSIT, PEDESTRIAN, BICYCLE, RAIL SYSTEMS ..........................................................................8 GOAL 4: COORDINATE LOCAL TRANSPORTATION PLANNING AND
ADMINISTRATION WITH THE ACTIVITIES OF OTHER GOVERNMENT
AGENCIES AND CONCERNS OF LOCAL CITIZENS AND BUSINESSES ..................9 GOAL 5: DESIGN AND IMPLEMENT THE CIRCULATION SYSTEM TO PROTECT NATURAL FEATURES AND CONSERVE ENERGY. .....................................................10 PART B - PRIMARY CIRCULATION SYSTEM ................................................................................11 B.1 CIRCULATION MASTER PLAN AND STREET CLASSIFICATION .............................11 B.2 TRAFFIC CONTROLS ............................................................................................................16 B.3 TRUCK ROUTES .....................................................................................................................17 B.4 SCENIC HIGHWAYS/SCENIC ROUTES ...........................................................................18 PART C - SECONDARY CIRCULATION SYSTEM .........................................................................20 C.1 TRANSIT/BUS ........................................................................................................................20 C.2 RIDESHARING .......................................................................................................................20 C.3 BICYCLE CIRCULATION .....................................................................................................20 C.4 PEDESTRIAN CIRCULATION.............................................................................................24 C.5 OTHER TRAVEL MODES .....................................................................................................24 PART D – CIRCULATION ISSUES OF CONCERN .........................................................................25 Table of Figures
Figure CE-1 Circulation Master Plan ..................................................................................................12 Figure CE-2 Truck Routes.....................................................................................................................19 Figure CE-3 Bikeway Master Plan Travel Corridors ........................................................................23 Figure CE-4 West Grand Avenue “Downtown Projects” Improvements......................................26 Table of Tables
Table CE-1 Circulation Improvements ................................................................................................6 Table CE-2 Level-Of-Service (LOS) Criteria for Roadway Segments .............................................13 Appendix
Level of Service Concept
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I INTRODUCTION
1.1 PURPOSE AND LEGISLATIVE AUTHORITY
The purpose of the City’s General Plan Circulation Element is to guide the growth and expansion of transportation and circulation facilities within the City’s planning area. The intent of the Element is to coordinate the expansion of the City’s circulation system with the land use changes and growth of the community over the next 20 years so that good travel flow conditions can be maintained. The following is an excerpt from the General Plan Guidelines published by the Office of Planning and Research, 1982.
Government Code Section 65302(b): "A Circulation Element consisting of the general location and extent of existing and proposed major thorough-fares, transportation routes, terminals, and other local public utilities and facilities, all correlated with the Land Use Element of the General Plan." Since the Circulation Element was first required by State law in 1955, transportation technology and needs in California have changed greatly, with the emphasis today on the development of a balanced, multi-modal transportation system. The policies and plan proposals of the Circulation Element should:
1. Coordinate the transportation and circulation system with planned land uses;
2. Promote the efficient transport of goods and the safe and effective movement of all segments of the population;
3. Make efficient use of existing transportation facilities; and
4. Protect environmental quality and promote the wise and equitable use of economics and natural resources.
1.2 RELATIONSHIP TO OTHER GENERAL PLAN ELEMENTS
The Circulation Element is most closely related to the Land Use Element of the General Plan. An effective Circulation Element attempts to coordinate estimated increases in the intensities of land uses with improvements in the circulation system to provide sufficient capacity for the resulting increases in travel demand. Roadway improvements should be planned well in advance of anticipated where significant traffic increases.
Since the City street system described in the Circulation Element includes scenic routes, the Circulation Element is related to the City’s optimal Scenic Highways Element. Additionally, because traffic on the circulation system is one of the major generators of noise, the Circulation Element is also related to the Noise Element of the General Plan. Also, because traffic safety is an important concern of the Circulation Element, it is also related to the Safety/Seismic Safety Element. Factors of safety and seismic safety affect the location and design of circulation infrastructure, both in terms of structural safety and the need for evacuation and emergency routes.
The Circulation Element is also directly related to the social and economic development of the City. Economic activities require access for the movement of materials, products, customers and employees. Thus, the economic health of a community is influenced by the effectiveness and efficiency of the circulation system.
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II. PUBLIC PARTICIPATION
To initiate the public involvement process in the City’s update process of the Circulation Element, a public workshop was held to inform the public of the upcoming update and seek their input on general and specific concerns on the current operation and future transportation planning of their circulation system. Some concern was raised relative to the breath of notification of the workshop, however, approximately 15 to 20 citizens from the public did attend, including public officials, and was covered, live, on the local public television channel.
Through this first workshop, the citizens identified key circulation issues of concern and also suggested their solutions and strategies to help address the issues identified.
With the input from the public workshop, technical analyses were prepared and a draft Circulation Element was created along with a Technical Appendix that documented the analyses. These documents incorporate all public input. The documents were submitted for review by the City’s Planning Commission, who then forwarded their input to City Council for their review and approval. Each of these meetings, with the Planning Commission and City Council, were open to the public as a part of the City’s public hearing process.
An article also appeared in the City Sea Breeze newspaper in Fall, 2003 that described the project and progress to date.
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III. CIRCULATION ELEMENT ORGANIZATION
This Circulation Element includes all the State required topics that must be included in a Circulation Element in addition to identification of issues of concerns and potential solutions to address them. This Element is divided into the following four sections or parts and a Technical Appendix.
Part A – Goals, Policies and Programs
Part B – Primary Circulation System
Part C – Secondary Circulation System
Part D – Circulation Issues of Concern
In addition to this Circulation Element that is incorporated into the City’s General Plan, a Technical Appendix has also been created (provided under separate cover) to provide a comprehensive technical support document. The Technical Appendix includes all background transportation conditions and traffic data, the Citywide traffic model development process and future traffic forecasts and analyses.
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PART A - GOALS, POLICIES, AND PROGRAMS
The City’s Circulation Element goals will provide the overall direction the City desires in planning and implementing the expansion of their circulation system to meet the changing travel demands of their community. The circulation policies will establish the link between the adopted goals and the implementing programs, and guide how the programs will actually be implemented. The programs, themselves, are the specific action items that will accomplish the improvement or plan that will meet and serve the expanded community need.
GOALS
1. Provide Safe and Efficient Vehicular Movement.
2. Coordinate Policies for Land Development and Circulation.
3. Promote Alternative Travel Modes, Including Transit, Pedestrian, Bicycle, and Rail Systems.
4. Coordinate Local Transportation Planning and Administration with the Activities of Other Government Agencies and Concerns of Local Citizens and Businesses.
5. Design And Implement The Circulation System To Protect Natural Features and Conserve Energy.
POLICIES AND PROGRAMS
Circulation Goals are provided with the groupings of Policies and Programs to readily connect the link between the above goals and their Policies and Programs.
GOAL 1: PROVIDE SAFE AND EFFICIENT VEHICULAR MOVEMENT
Policy 1.1: Create/Update Citywide Circulation Master Plan.
Program 1.1.1: The City shall maintain the Citywide Traffic Model to help forecast future travel, identify circulation deficiencies and recommend improvements.
Program 1.1.2: The City shall update, as a necessary, the Circulation Master Plan to define and guide the future expansion of the circulation system (Figure CE-1).
Program 1.1.3: The City shall pursue funding to construct improvements identified in the Circulation Master Plan, including seeking Federal and State grants and updating the traffic impact fee program on a timely basis.
Policy 1.2: Monitor the operation and performance of the street system.
Program 1.2.1: The City shall maintain and update a functional classification of the street system that reflects land use and traffic patterns.
Program 1.2.2: The City shall establish a data collection program for the street system to include a physical inventory, traffic volumes and accident reports. A General Plan Circulation Element Page 5
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summary of such information could be posted on the City’s website and updated as appropriate.
Program 1.2.3: The City shall maintain a minimum traffic operating Level of Service of “C” on all City transportation facilities.
Program 1.2.4: The City shall strive to control traffic levels in residential neighborhoods to not exceed a threshold of 4,000 ADT on any given residential street segment. If such threshold is exceeded, alternative traffic calming strategies shall be considered and implemented as resources permit.
Policy 1.3: Maintain roadways and traffic signals in good condition.
Program 1.3.1: The City shall develop a priority system for physical improvements based on demonstrated needs according to the collected data on physical conditions, traffic volumes and safety reports.
Program 1.3.2: The City shall respond quickly to traffic signal breakdowns and sign damages and losses.
Policy 1.4: Improve traffic capacities of streets.
Program 1.4.1: The City shall create a Capital Improvement Program to construct, pursuant to available funding and priority, improvements that are consistent with the City’s Circulation Master Plan.
Program 1.4.2: The City shall control and coordinate with adjacent jurisdictions major access points.
Program 1.4.3: The City shall consider restriction of on-street parking on major and secondary arterials when needed to provide additional street capacity.
Program 1.4.4: The City shall optimize traffic signal performance to increase traffic flow. Every effort will be made to coordinate this effort with adjacent jurisdictions.
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TABLE CE-1
CIRCULATION IMPROVEMENTS
West Grand Avenue
SR 1 Highway to 8th Street – Enhance traffic safety, pedestrian accommodations and community character to help slow traffic
4th Street intersection – Ensure with continued improvements through this intersection, proper widening is provided that enhances safety for pedestrians, bicyclists, large truck movement and overall vehicular travel.
8th Street to 11th Street – “Construct Downtown Project” 11th Street to Oak Park Avenue – Enhance traffic safety and character to help provide a more attractive community.
Oak Park Boulevard
Brighton Avenue to Ramona Avenue – Complete 4-lane widening Manhattan Avenue to Seabright Avenue – Complete 4-lane widening 4th Street
Trouville Avenue to The Pike – Widen and Extend to 4 lanes including realignment to align with The Pike.
The Pike
4th Street to Oak Park Boulevard – Widen and extend to 4 lanes Traffic Signals
Atlantic City Avenue/North 4th Street
Oak Park Boulevard/Atlantic City Avenue or Saratoga Avenue Oak Park Boulevard/Mentone Avenue
Oak Park Boulevard/Farroll Avenue
Oak Park Boulevard/The Pike
4th Street/Farroll Avenue
Policy 1.5: Improve traffic safety.
Program 1.5.1: The City shall review the location and frequency of accidents and develop specific site improvements.
Program 1.5.2: The City shall consider changes in speed limits, parking and turning restrictions to enhance safety.
Policy 1.6: Provide for truck and emergency vehicle traffic.
Program 1.6.1: The City shall designate by ordinance truck routes to direct trucks to routes that maintain sufficient carrying capacity and to discourage truck traffic on local residential streets. See CE-2 Truck Routes. Additionally, to the modification to the truck route serving the Front Street Industrial Area, that places the truck route on Ramona Street and 3rd Street, a raised median shall be installed on Grand Avenue to restrict access to the 1st Street intersection to right turns only.
Program 1.6.2: The City shall identify primary emergency vehicle routes and links between the hospital, fire and police stations.
Program 1.6.3: Design standards for local streets will provide adequate access for fire and police department services. The design of cul-de-sac streets will be discouraged in industrial zoned areas.
Program 1.6.4: Implementation of traffic calming measures shall consider potential impacts to response times for emergency service vehicles. To further limit potential General Plan Circulation Element Page 7
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usage of residential streets between the Front Street industrial area and 4th Street, traffic calming measures specifically should be considered on Newport Avenue, Saratoga Avenue and Brighton Avenue.
Program 1.6.5: The City shall upgrade traffic signal installations to include “opticom” emergency vehicle pre-emption to enhance emergency response safety.
GOAL 2: COORDINATE POLICIES FOR LAND DEVELOPMENT AND CIRCULATION Policy 2.1: The planning, alignment and improvement of the street network will reflect the proposed land use pattern of the General Plan.
Program 2.1.1: The functional classification of streets will identify street purpose and the standards of improvement necessary to accommodate anticipated traffic demand.
Program 2.1.2: In establishing priorities for street improvements, the potential for effects on land use and traffic patterns will be evaluated.
Program 2.1.3: Through-traffic will be discouraged in residential neighborhoods without adversely inhibiting the movement of residents. This may be accomplished by implementing traffic calming measures and other strategies including, but not limited to, traffic diversions, or street design and/or alignment modifications.
Program 2.1.4: A system of collector streets will continue to be expanded to provide easy access from local streets to commercial centers, schools and other high-traffic generators.
Program 2.1.5: The City shall adopt new street plan lines (street alignments) for arterials and collectors to protect rights-of-way for future street improvements.
Policy 2.2: Review the impact of land use proposals on the circulation system.
Program 2.2.1: Development proposals shall be reviewed according to the provisions of the zoning and subdivision ordinance to ensure that adequate access, on-site circulation, parking and loading areas are provided.
Program 2.2.2: The City shall require developers to provide mitigations to potential adverse impacts of development on the existing street system. This may include necessary street improvements, traffic signs or signals.
Program 2.2.3: Roads created in subdividing or land parceling will be designed to tie into existing and anticipated road systems.
Program 2.2.4: Development review will analyze of visibility at intersections.
Policy 2.3: Integrate the circulation system as a positive element of community design.
Program 2.3.1: The City shall update and continue to implement the Street Tree Program, consistent with Municipal Code Chapter 5 (9500).
Program 2.3.2: In the development review process, the City shall include consideration of the visual aspects of a development for roadways. Aesthetic consideration shall include architectural compatibility and landscaping.
Program 2.3.3: The City shall continue implementation of the utility undergrounding program.
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Program 2.3.4: The City shall consider the construction of landscaped medians on commercial thoroughfares (such as Grand Avenue) to help slow traffic flows and to help provide for a more scenic roadway.
Program 2.3.5: The City shall consider integrating residential street features that calm traffic, increase safety and are aesthetic amenities to neighborhoods. This program to include consideration and funding of potential traffic calming demonstration projects on Newport Avenue and/or Long Branch streets or another residential street as decided upon by City Council. Additionally, reduction in residential street width shall also be considered as a traffic calming option. If such street width reduction is recommended and implemented, consideration for reduction of public right of way should also be included.
GOAL 3: PROMOTE ALTERNATIVE TRAVEL MODES, INCLUDING TRANSIT,
PEDESTRIAN, BICYCLE, RAIL SYSTEMS
Policy 3.1: Provide for desirable and safe alternative access to schools, parks and shopping areas from residential areas within the City.
Program 3.1.1: The City shall plan and require construction of bikeways, sidewalks and pedestrian accessways to all major destination points within the City.
Program 3.1.2: The City shall maximize the involvement of public agencies and the private sector in the provision of transit services and alternative access.
Policy 3.2: Encourage the continued development and expansion of local and regional public transit systems.
Program 3.2.1: The City shall review and comment on proposed changes to the South County Area Transit (SCAT) bus system.
Program 3.2.2: The City shall pursue a Regional Transit Station on Ramona Avenue at Ramona Park.
Policy 3.3: Encourage bicycle transportation.
Program 3.3.1: The City shall create and update a Bikeway Master Plan (Figure CE-3) to guide the orderly provision of bikeway facilities throughout the City. This effort should be coordinated and in compliance with the Parks and Recreation Element of this General Plan.
Program 3.3.2: The City shall provide bicycle lanes along the Grand Avenue corridor.
Program 3.3.3: The City shall integrate local bikeway planning with regional plans.
Program 3.3.4: The City shall encourage the provision of bicycle support facilities at major bicycle destination points.
Program 3.3.5: The City shall continue and expand bicycle safety education programs within the local schools.
Program 3.3.6: The City shall seek State Bicycle Lane Account funds and other funding to help pay for the completion of a comprehensive bikeway system within in the City.
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Policy 3.4: Improve and maintain the system of sidewalks and crosswalks to promote a pedestrian-friendly community
Program 3.4.1: The City shall identify and prioritize major sidewalk improvements.
Program 3.4.2: The City shall comply with the American Disabilities Act (ADA) and construct improvements to enhance accessibility.
Program 3.4.3: The City shall provide crosswalks at signalized intersections.
Program 3.4.4: The City shall require sidewalks along public frontage for new public and private developments.
Policy 3.5: Promote rail transportation.
Program 3.5.1. The City shall maintain adequate freight rail service to commercial and industrial properties located along the railroad right-of -way.
Program 3.5.2. The City shall coordinate with the San Luis Obispo Council of Governments regarding the potential for commuter rail service. Currently, Amtrak stops twice daily in the City.
Program 3.5.3. The City shall continue to enhance use of the multi-model terminal by promoting the Amtrak bus feeder link, which provides connections to trains north and south of the City.
Policy 3.6: Support accessibility to the San Luis Obispo and Oceano Airports.
Program 3.6.1. The City shall enhance and maintain signage and routing between the City and the San Luis Obispo and Oceano Airports as these airports provide important air commuter, air freight and air emergency response to and from the City and its citizens.
GOAL 4: COORDINATE LOCAL TRANSPORTATION PLANNING AND
ADMINISTRATION WITH THE ACTIVITIES OF OTHER GOVERNMENT AGENCIES
AND CONCERNS OF LOCAL CITIZENS AND BUSINESSES
Policy 4.1: Publicize major transportation issues and solicit public input.
Program 4.1.1: The City shall provide timely notification to the public through press releases, public service radio announcements, television and contact with local organizations.
Program 4.1.2: The City shall conduct public hearings on proposed major actions and notify the public through mandated public notices.
Program 4.1.3: The City shall convene for a duration as needed, a Traffic Committee to address specific transportation issues and concerns as they arise within the City.
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Policy 4.2: Coordinate transportation planning with regional and local plans.
Program 4.2.1: The City shall coordinate compatibility of proposed actions with transportation plans of adjacent cities, San Luis Obispo County and San Luis Obispo Council of Governments.
Program 4.2.2: The City shall evaluate regional impacts of proposed local improvements.
Program 4.2.3: The City shall coordinate with CALTRANS District 5 and the Federal Highway Administration (FHWA) on improvement plans to State/Federal facilities within the City’s planning area and its vicinity.
GOAL 5: DESIGN AND IMPLEMENT THE CIRCULATION SYSTEM TO PROTECT NATURAL FEATURES AND CONSERVE ENERGY.
Policy 5.1: Designate local scenic routes and enhance and protect their scenic qualities.
Program 5.1.1: The City shall control the quality of improvements through design standards and review.
Program 5.1.2: The City shall investigate public or private agency acquisition of land, development rights or open space easements for areas of outstanding scenic value.
Policy 5.2: Protect natural features.
Program 5.2.1: The City shall strive to minimize the loss of prime agricultural land to road construction.
Program 5.2.2: The City shall investigate public or private agencies’ acquisition of land, development rights or open space easements for agricultural areas.
Program 5.2.3: The City shall strive to minimize grading for new roads and improvements, conserve prominent land forms and minimize tree removals.
Program 5.2.4: The City shall comply with the Clean Air Act.
Program 5.2.5: The City shall evaluate circulation improvements and traffic control as to their effect on air and noise pollution.
Policy 5.3: Conserve energy.
Program 5.3.1: The City shall provide for bikeways, pedestrian ways, and public transit as energy conserving, non-polluting alternatives to auto travel.
Program 5.3.2: The City shall strive to provide for smooth traffic flow and a compact urban pattern to maximize efficient movement between residential, commercial and public areas.
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PART B - PRIMARY CIRCULATION SYSTEM
B.1 CIRCULATION MASTER PLAN AND STREET CLASSIFICATION
In response to the first circulation goal, a Circulation Master Plan has been created to guide the future expansion of the City’s circulation system and to define the functional classification of the system to meet the travel needs to the community. Shown on Figure CE-1 is the City’s Circulation Master Plan.
Functional classification designates all streets and highways within the City’s planning area and vicinity into several broad categories. These categories include Freeway, Highway, Arterial (Major and Minor), Collector, and Local streets. Each classification has specific standards and criteria through which design and route are developed. These criteria include:
1. Existing and potential development and land use intensities;
2. Expected peak traffic loads;
3. Potential physical improvements such as road widening; and
4. Special designations such as scenic routes.
Below are the standard street right-of-way widths for each classification used in the City of Grover Beach. Design cross-sections can be found in the City's Standards and Specifications.
Street Classification Standard R-O-W Width
Major Arterial 100' Minimum
Minor Arterial 70’ Minimum
Collectors 60’ Minimum
Local 52' Minimum
As shown on the following Table CE-2, Level of Service criteria and thresholds are provided for each classification of roadway within the City. A description of each Level of Service grade is provided in the Appendix.
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TABLE CE-2
LEVEL-OF-SERVICE (LOS) CRITERIA FOR ROADWAY SEGMENTS
Total Two-way Average Daily Traffic (ADT) Roadway Segment Type LOS “A” LOS “B” LOS “C” LOS “D” LOS “E”
4-Lane Divided Freeway 28,000 43,200 61,600 74,400 80,000 2-Lane Highway 11,000 12,500 14,500 16,000 18,000
4-Lane Major Divided Arterial
(with left-turn lane) 22,000 25,000 29,000 32,500 36,000 4-Lane Minor Undivided
Arterial
(no left-turn lane)
18,000 21,000 24,000 27,000 30,000
2-Lane Major Arterial
(with left-turn lane) 11,000 12,500 14,500 16,000 18,000 2-Lane Minor Arterial
(no left-turn lane) 9,000 10,500 12,000 13,500 15,000
2-Lane Collector 6,000 7,500 9,000 10,500 12,000
2-Lane Local Street 2,000 3,000 4,000 5,000 6,000
Note: 1. Based on "Highway Capacity Manual", Transportation Research Board, 2000.
2. All traffic volumes are approximate and assume ideal roadway characteristics. Actual threshold volumes for each Level of Service listed above may vary depending on a variety of factors including (but not limited to) roadway curvature and grade, intersection or interchange spacing, driveway spacing, percentage of trucks and other heavy vehicles, travel lane widths, signal timing characteristics, on-street parking, volume of cross traffic and pedestrians, etc.
Freeway: Freeways are high-speed and high-capacity vehicle corridors with no “at-grade” crossings interrupting the flow of traffic, and provide entrance/exit opportunities through various forms of interchanges.
The City of Grover Beach is currently served by US 101, a four-lane divided freeway, two lanes in each direction. US 101 is a major inter-regional link of Statewide importance that connects between the San Francisco Bay Area and Los Angeles urban basin and traverses through most of San Luis Obispo County. There are two interchanges from US 101 that serve the City of Grover Beach, Fourth Street and Oak Park Boulevard. Land near these interchanges is valuable because of its visibility and accessibility to the freeway. Interchanges are focal points for commercial activity and, as such, may encourage future development.
The effect that freeway interchange development has had on the City of Grover Beach has not been great. The Fourth Street interchange is in Pismo Beach, and only one corner of the Oak Park Boulevard interchange is within the City of Grover Beach. Most of the land between these interchanges along the Frontage Road is sensitive and is within the 100-year flood plain.
State Highways: State Route One (SR 1) passes through Grover Beach and Pismo Beach and the unincorporated community of Oceano. In the City of Grover Beach, SR 1 is a 2-lane facility with Class II bike lanes on either side. This highway carries local traffic as well as tourist-related General Plan Circulation Element Page 14
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traffic. As with most major routes within the area, traffic volumes increase significantly during peak summer months.
Major Arterial: A major arterial provides for the movement of large volumes of through traffic between major traffic generators. Grand Avenue is classified as a major arterial street that runseast-west the width of the City. Year 2003 traffic counts on Grand Avenue indicate an average daily traffic (ADT) volume of over 21,600 vehicles on the segment just west of the City’s eastern limits and 13,300 ADT on the Grand Avenue segment between 9th and 10th Streets, well within the capacity of the current five-lane arterial (four-lane-arterial with two-way left-turn median lane) cross-section. Direct driveway access onto Grand Avenue should be kept to a minimum.
In order to protect the integrity of this “major arterial” left turn egress from adjoining property onto Grand Avenue should be restricted. The exceptions would be considered “special circumstances”, and would only be granted following the provision of a traffic engineering analysis that documents that this movement would not degrade capacity and/or safety now and into the future.
To enhance safety and downtown character, but not still lose needed travel capacity, the City will implement the “Downtown Project”. This project, which initially extended from 8th to 11th Street, will add median landscaping, intersection bulb-outs and bike lanes, but not reduce the number of travel lanes on Grand Avenue. A more complete description of the planned improvements is provided in the following section.
Minor Arterial: Minor arterials provide for the movement of traffic to and from collector streets, major arterial streets and the freeway. Minor arterials take some of the load off the major arterial streets, and also help provide transition from major arterials to collector streets.
Minor arterials are the foundation of an efficient, attractive, and safe circulation system. The following streets are designated as minor arterial streets:
1. Oak Park Boulevard (US 101 to The Pike)
2. North and South 4th Street (All segments)
3. The Pike (All segments)
Collectors: Collector streets represent the transition from arterial streets to local streets.
Collectors should be designed to move traffic safely and efficiently, minimizing direct access to property. In most cases, a 60’ minimum right-of-way is sufficient to accomplish these objectives. With these widths, traffic flow may be regulated by placing stop signs on local streets. This right-of-way width would accommodate two lanes of traffic (one per direction), on-street parking, sidewalks, and public utility easements. This street could accommodate four lanes of traffic (two per direction) if on-street parking were restricted and the street restriped.
The following streets are designated as collector streets:
1. North and South 8th Street (Atlantic City Avenue to Farroll Avenue)
2. North 12th Street (Atlantic City Avenue to El Camino Real)
3. North and South 13th Street (Atlantic City Avenue to Farroll Avenue)
4. El Camino Real (North 4th Street to Oak Park Boulevard)
5. Atlantic City Avenue (North 4th Street to Oak Park Boulevard)
6. Mentone Avenue (South 4th Street to the Ash Street connection)
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8. Highland Avenue (South 4th Street to South 13th Street)
9. Newport Avenue (North 4th Street to Oak Park Boulevard) Local Streets: Local streets carry traffic between collector streets and the actual trafficgenerating land uses (residential, commercial, industrial etc. in nature). Local streets provide direct driveway access to public/private property. Local streets are not intended to carry through traffic except in instances where they are located in commercial or industrial areas. To carry as little traffic as possible, local streets are often designed to turn, curve or cul-de-sac. The use of signage, signals, speed bumps, street striping and other “traffic calming” measures are all valid ways to discourage through traffic on local streets.
The purpose of local streets is to provide direct access to/from adjacent property. Local streets serving residential areas should ideally carry small volumes of traffic so that neighborhood residents’ “livability” thresholds are not exceeded. The City may also consider implementing physical traffic calming measures and/or enforcing ordinance measures to restrict through truck traffic on local streets serving residential areas. Local streets should exhibit sound design qualities and should provide easy access to all emergency vehicles. City standards for the design of local streets should be strictly adhered to. At specific locations, the City may prohibit the design of cul-de-sac local streets, from a fire and emergency access standpoint.
In establishment of a “livability” threshold for the City of Grover Beach, a reasonable standard was difficult to derive because of the design of the current “grid” street system. Typical “livability” thresholds for neighborhoods in other communities range between 1000 to 3000 average daily trips (ADT) on a local residential street. However, within the City of Grover Beach, because of the “grid” design, traffic within the residential areas is spread fairly evenly over the various neighborhood streets within a current range of about 1,500 to 3,000 ADT. In the future however, this range will be within the 2,500 to 4,000 ADT range. To set the “livability” threshold too low, a number of residential streets would become eligible for traffic calming measures. Unfortunately, with implementation of those measures on any given neighborhood street within a “grid” street system, would only force traffic to the adjacent neighborhood street, creating or aggravating a traffic volume and speeding problems on that street. Ultimately, one could end up traffic calming all of the neighborhood streets only to find the resulting traffic volumes to be the same as if none of the streets received traffic calming measures. Therefore, for Grover Beach, the threshold of 4,000 ADT was established.
Future Street Improvement Projects
The future street improvement projects to be included in the City’s Transportation Capital Improvement Program are as follows:
Grand Avenue –
• Construct “Downtown Project” improvements between 8th and 11th Streets • Plan and Construct similar “Downtown Project” improvements between SR 1 and 8th Streets, including enhancements to the 4th Street intersection to facilitate truck travel movement as it is at the crossroads of both the east-west and northsouth truck routes through the City. • Plan and Construct similar “Downtown Project” improvements between 11th Street and Oak Park Boulevard
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North Oak Park Boulevard - Widen between Brighton and Ramona Avenues to 4 lanes 4th Street – Widen and extend to 4 lanes, including realignment to align with The Pike between Trouville Avenue and The Pike
The Pike – Widen and extend to 4 lanes between 4th Street and Oak Park Boulevard B.2 TRAFFIC CONTROLS
Traffic can be controlled using various methods. Signal lights, signs and striping are all effective ways of directing and controlling traffic. The design of the circulation system, in itself, can also help control traffic. The width of the roadway, hills, and corners are all ways in which the design of the road system influences traffic movement.
It is essential that the design of a roadway reflect the intended speed of the traffic the roadway will carry. If the operational speed of traffic on the roadway is intended to be relatively low, say 25 m.p.h., then the roadway width should be kept relatively narrow and the use of curves should be considered. If the intended operational speed of the traffic is higher, say 40 or 45 m.p.h., then a wider, straighter roadway should be used.
Studies have shown that over 80% of drivers exceed the speed limit at some time in their lives.
As a safety factor, roads are currently designed to carry traffic at operational speeds 10-20% higher than the posted speed shown on speed limit signs. This is to ensure that, in the event that people do speed, they won't lose control of their vehicle and injure themselves and others.
The relative safety that a driver feels influences the actual driving speed at least as much as the posted speed limit. Many people speed consciously, risking a speeding citation because they feel the posted speed is too low or they are just in a hurry. The majority of people will not drive faster than a speed at which they feel safe, regardless of the posted speed limit. The City shall consider implementation of traffic calming measures and additional traffic control measures as potential ways to control traffic speeding.
At present, there are nine traffic signals located within the City of Grover Beach. These traffic signals are primarily located along Grand Avenue; at the intersections with SR 1, 4th Street, 8th Street, 9th Street, 10th Street, 13th Street 16th Street and at Oak Park Boulevard and at the Oak Park Boulevard/El Camino Real intersection. Other intersections are controlled by two way or all-way "Stop" signs or "Yield" signs.
Over the next 20 years, the life span of a General Plan Element, additional traffic signals will be needed to ensure the continued flow of traffic on the City's major streets. Based on Citywide traffic projections, additional signals, as shown on Figure CE-1, may be needed at the following intersections and elsewhere on the City’s street system as determined from traffic signal warrant analysis based on the Caltrans’ Traffic Manual:
Atlantic City Avenue/North 4th Street
Oak Park Boulevard/ Street North of Grand Avenue between Atlantic City Avenue and Brighton Avenue
Oak Park Boulevard/Farroll Road
Oak Park Boulevard/The Pike
Oak Park Boulevard/Mentone Avenue
Farroll Avenue/4th Street
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Obviously, land use decisions, growth trends and funding capabilities can and will play a major factor in the timing of the above improvements.
B.3 TRUCK ROUTES
Many communities have established truck routes as a means of reducing conflicts between incompatible uses. By prohibiting or restricting trucks from some residential streets, the noise, safety and structural pavement deterioration problems caused by trucks can be eliminated or minimized. At the same time, it is essential to ensure adequate truck access to all commercial and industrial locations.
Presently, trucks are prohibited by Ordinance only on Atlantic City Avenue. This Ordinance was adopted in response to numerous citizen complaints regarding the safety of children traveling to and from Grover Heights Elementary School. While this Ordinance may make Atlantic City Avenue safer for school children, it does nothing toward achieving the citywide goal of establishing a system of truck routes whereby trucks and all other uses can peacefully coexist. The problem of trucks in residential neighborhoods occurs in many areas throughout the City, not just in the Grover Heights area.
It must be understood that trucks play an important role in the movement of goods and the delivery of services. Regulations establishing truck routes must not be so strict that they prohibit efficient movement of trucks within and through the City. On the other hand, as the City and neighboring communities continue to grow, the need for regulations prohibiting trucks from interfering with residential livability will also continue to grow. Therefore, in establishing a system of truck routes, careful balance between focusing trucks to primary routes that minimized community impacts and maintain reasonable truck accessibility was needed.
Shown in Figure CE-2 are the proposed truck routes within and through the City and include the following City streets:
• Grand Avenue - within City Limits
• North and South Oak Park Boulevard – from Longbranch Avenue to US 101 • Farroll Road – from South 4th Street to 14th Street
• Highland Way – from South 4th Street to 13th Street
• North and South 4th Street – within City Limits
• El Camino Real – from North 4th Street to North Oak Park Boulevard • The Pike – from South 4th Street to 13th Street
• State Route 1 Highway – within and through the City
• Ramona Avenue – from North 4th Street to Front Street • 3rd Street – from Grand Avenue to Ramona Avenue
• Front Street – from Ramona Avenue to Newport Avenue
The most widely used system of establishing truck routes is to install signs indicating the streets that trucks are allowed to use. Usually, ordinances regarding truck routes are worded to allow "reasonable access" to all businesses requiring the use of trucks. "Reasonable access" usually means that trucks are allowed to deviate from designated routes in order to reach a destination that is not located along a truck route.
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The above truck routes have largely been long established serving existing industrial areas. The most significant change in truck routing is the planned use of Ramona Avenue and 3rd Street to gain truck access to the Front Street industrial area. Previously, Front Street access was via 1st Street from/to Grand Avenue. Due to left turn access concerns both inbound and outbound associated with the adjacent Union Pacific railroad, the designated truck route has been changed. Although this new route passes existing residences, no other alternative, after much review, was determined to be better. Along with this change in truck route designation, to further protect other existing neighborhoods from truck intrusion, a Circulation Element Program has been proposed recommending traffic calming measures to further deter trucks in the neighborhood, including at minimum, Saratoga Avenue, Newport Avenue and Brighton Avenue. Additionally, to assure trucks will not use the 1st Street access, a median is proposed along Grand Avenue to restrict movement at the intersection to right turn movement only.
B.4 SCENIC HIGHWAYS/SCENIC ROUTES
The designation “scenic routes” requires a judgment of the visual qualities of an area as special and worthy of attention. There are many factors that contribute to one’s visual experience in a particular area. Therefore, the criteria below was developed to measure the scenic importance of specific routes. The following apply both to the natural environment and the urban environment: (For a detailed description of each item consult the City of Grover Beach Scenic Routes Element.)
1. Aesthetic judgment
2. Angle and duration of vision
3. Topography
4. Distant views
5. Landscape character
6. Visual impact
Using this criteria, the following have been classified as scenic routes:
1. California State Route 1 (entire length within City limits)
2. US 101
3. Grand Avenue (entire length within the City of Grover Beach)
4. Fourth Street (from Grand Avenue north)
5. Oak Park Boulevard (entire length)
6. El Camino Real (4th Street to Oak Park Boulevard)
It is the intent of this element to provide consistency with the Scenic Routes Element. Therefore, this element provides for the adoption of all the Goals, Policies, and Objectives of the Scenic Routes Element by reference.
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PART C - SECONDARY CIRCULATION SYSTEM
C.1 TRANSIT/BUS
C.1.1. South County Area Transit
The South County Area Transit (SCAT) is designed to serve the incorporated communities of Arroyo Grande, Grover Beach, and Pismo Beach; and the unincorporated community of Oceano. SCAT operates four routes, Monday through Friday, 7:30 AM to 5:30 PM. No service is provided on Saturdays, Sundays or holidays.
The SCAT system was established by a Joint Powers Agreement in 1978 involving the County Board of Supervisors, the City of Grover Beach, City of Arroyo Grande and the City of Pismo Beach. The SCAT program is administered by a board of elected officials made up of one from each of the four agencies.
SCAT operates on a fixed-route system. Buses arrive at a given stop at a given time past the hour. SCAT currently operates 4 routes, all of which serve Grover Beach. A future SCAT station is planned at Ramona Park or Ramona Avenue near 9th Street.
C.1.2. Greyhound
The Greyhound Bus Company provides regional transit service to San Luis Obispo County but does not have a bus stop in the City nor in the entire South County area.
The nearest bus depots are located in the City of San Luis Obispo or in the City of Santa Maria Connection to Greyhound is provided by SCAT’s Route 10 that maintains scheduled weekday and weekends service between south County communities, including Grover Beach, to both downtown San Luis Obispo and Santa Maria where the Greyhound stations are located. Route 10 can be boarded at the Grover Beach Multimodal station C.2 RIDESHARING
The Federal Highway Administration started giving serious consideration to the concept of ridesharing in 1967. The desire to reduce air pollution and urban congestion together have maintained the ridesharing program.
The San Luis Obispo Regional Ridesharing Program was authorized by the San Luis Obispo Council of Governments in October of 1979. The program got underway in early 1980. The County Engineering Department was assigned the operation of the program. Caltrans funds the program including a full-time ridesharing manager. It is reasonable to expect a 10% increase in carpooling.
C.3 BICYCLE CIRCULATION
For the past 50 years the extensive road networks constructed to serve the automobile-based transportation system have included only marginal provisions for bicycle use. However, a resurgence of the bicycle as a vital mode of transportation is occurring as a result of automobile- General Plan Circulation Element Page 21
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oriented transportation difficulties, economics, recreation, leisure time availability, physical fitness needs and concern for the environment. This interest is reflected in increasing public pressure for pathways and routes where bicycles can be ridden in relative safety.
Senate Bill 277 (Statutes of 1975} established the California Bikeways Act. The Act included provisions requiring the State Department of Transportation to establish "recommended minimum general design criteria for the development, planning, and construction of bikeways..."
Safety is one of the most important aspects to consider when planning bicycle facilities. Most bikeway-related accidents occur because of unsafe or illegal practices by bicyclists, which are usually compounded by poor road conditions, and motorists who are not aware of bicyclists.
The leading violations of bicyclists are: 1) riding on the wrong side of the road, 2) failure to yield when entering the roadway, 3) failure to obey traffic signs and signals; and 4) riding at night without lights.
Bikeway Designations: The term "Bikeway" is used to define all facilities that explicitly provide for bicycle travel. The Department of Transportation has developed different definitions that are used to systematically categorize different types of bicycle facilities. Bikeways, then, can be anything from fully grade-separated facilities to, simply, signed streets. The three classes of bikeways are Bike Paths (Class I), Bike Lanes (Class II), and Bike Routes (Class III).
1. Bike Paths (Class I): Class I Bike Paths are completely separated right-of-ways designated for the exclusive use of bicycles. Cross-flows by pedestrians and motorized vehicles are minimized.
2. Bike Lanes (Class II): Class II Bike Lanes are restricted right-of-ways designated for the exclusive or semi-exclusive use of bicycles. Travel by motor vehicles or pedestrians is not allowed; however, vehicle parking may be allowed if there is sufficient space available for both the bicycle lane and the parking lane. Cross flows by motorists are allowed, for example, to gain access to parking facilities or adjacent land uses. In most cases, Class II Bikeways require a lane of at least four feet of well-maintained pavement for the cyclist to ride on.
3. Bike Routes (Class III): Class III Bike Routes are shared right-of-ways either on the street or on the sidewalk, and are designated by signs placed on vertical posts or markings stenciled on the pavement. Any bikeway which shares a through-traffic rightof-way with motor vehicles and pedestrians is considered a Class III bikeway.
The City currently has no Class I Bike Paths. With the City largely built out, it is not anticipated that new Class I Bike Paths will likely be planned and constructed. In addition, in that the City is composed of many wide streets on a grid pattern, the opportunity to create a safe and efficient system of Class II Bike Lanes and Class III Bike Routes is immense. Although a Class I Bike Path may not be built within the City, as indicated by San Luis Obispo Council of Governments (SLOCOG) regional bikeway master plan, use of the Highway 1 and Union Pacific railroad corridor and right of way for a regional Class I bike path is in the planning for which funding is being sought.
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Shown on Figure CE-3 is a proposed Bikeway Master Plan that identifies likely bicycle travel corridors throughout the City. A determination of whether these bicycle travel corridors should be improved as Class II bike lanes or Class III bike routes is subject to a separate study.
The differences between Class II and Class III bikeways are primarily the factors of safety and cost. Class II bikeways are considered somewhat safer because motor vehicle and bicycle lanes are separated by a 6" solid white line. Class III bikeways, however, need not be separated from motor vehicle lanes. They may use signing or markings on the pavement to alert motorists to the presence of bicyclists. Because the installation of Class II bikeways may involve moving, sandblasting and repainting vehicle lanes and center divider striping, it can be considerably more expensive than the Class III alternative.
Should the City decide to undertake the installation of a bikeway system, prioritizing of routes would be essential. The most heavily traveled routes would need to be improved first.
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C.4 PEDESTRIAN CIRCULATION
Providing a safe and convenient system for pedestrian circulation is an important concern of the Circulation Element. Sidewalks provide a relatively safe area for pedestrian movement because they are separated from most other forms of transportation. Consistent with recent legislation under the American Disabilities Act (ADA), all existing and planned pedestrian improvements should allow access to all people and comply with the design guidelines as set forth within the Act.
The first priority access for sidewalk improvements should be near schools and school bus stops. Sidewalk improvements should be constructed in these areas first if capital improvement projects are undertaken by the City or if assessment districts are formed. Assessment districts and capital improvement projects for other purposes, such as street widening, may include the installation of curbs, gutters, and sidewalks.
The second priority areas for sidewalk improvements shall be in commercial districts. A considerable network of sidewalks exists in commercial areas of the City. To further encourage and enhance pedestrian circulation, conditional approval of any development proposal by the Planning Commission and City Council needs to include a requirement that the applicant install curbs, gutters and sidewalks where they do not currently exist. To provide for easier access for wheelchairs, City standards, consistent with ADA requirements, call for ramps at all street corners.
C.5 OTHER TRAVEL MODES
Grover Beach can actively encourage the public to use alternative forms of transportation which, in turn, will both improve vehicular traffic circulation and reduce traffic congestion, noise and air pollution.
The nearest full service general aviation airport is the San Luis Obispo County Airport. A County airport is located in Oceano, serving as both a general aircraft and recreational aircraft facility. Additionally, airport facilities are located in Santa Maria and Paso Robles.
Currently rail service for freight (Union Pacific) is in the City of San Luis Obispo. For passengers, AMTRAK has stations in the Cities of Grover Beach and San Luis Obispo. There is both a northerly and southerly train each day connecting to Seattle and Los Angeles, respectively.
Port San Luis provides both commercial and sport fishing as well as facilities for pleasure boating.
A number of car rental and recreational vehicle rental companies serve this area.
The San Luis Obispo region contains an extensive network of pipe and utility transmission lines. The plans for the major portion of those utilities can be found in the Safety and Seismic Safety Element as well as on file in the Public Works Department.
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PART D – CIRCULATION ISSUES OF CONCERN
The following are circulation issues of concern obtained from the community within the City of Grover Beach (through Public Workshops, communications with Grover Beach Citizens, and City staff meetings). A brief discussion describing each circulation issue and potential solutions/concepts, strategies, suggestions and recommendations has also been included, where applicable.
• Grand Avenue Corridor Improvements – Grand Avenue serves as the most important “backbone” travel corridor that traverses within and through the City. A study report and Environmental Impact Report, entitled City of Grover Beach – Downtown Project (Rincon Consultants, April, 2000) presented a proposed West Grand Avenue improvement project to beautify and enhance traffic safety between 8th Street and 11th Street. Subsequent to that study report, a follow-up traffic operations study, entitled West Grand Avenue Traffic Mitigation Project (TPG Consulting, June, 2002) was prepared that studied traffic signal timing and coordination along that same segment of West Grand Avenue to further assure that good traffic flow is being maintained.
The proposed improvements along West Grand Avenue between 8th Street and 11th Street are as shown in Figure CE-4 and are planned for construction in Spring of 2004. The proposal, as shown, includes median landscaping that would eliminate the existing two-way left-turn median lane along that stretch of West Grand Avenue and incorporate intersection “bulbouts”. Specifically, the entire project would include the following:
¾ Mid-block pedestrian crossing without an activated signal in the 900 block of West Grand Avenue;
¾ Bulb-outs at all intersections from 8th Street (a total of 16), so that the length of any pedestrian crossing on Grand Avenue would be no more than 54 feet; ¾ Decorative pavers at intersections from 8th Street to 11th Street; ¾ A new traffic signal at 10th Street and 11th Street;
¾ Timing of the signals at 8th, 9th, 11th and 13th Streets to achieve a target vehicle speed of 25 miles per hour; and
¾ Landscaped median, repaired sidewalks and upgraded street furniture.
Also, within the Downtown Project, many existing features of West Grand Avenue would not be revised. The following summarizes these features:
¾ Four-lane traffic would continue along the length of Grand Avenue; ¾ Existing on-street parallel parking would remain; and ¾ All side streets perpendicular to West Grand Avenue would remain as two-way facilities.
This Downtown Project in many ways accomplishes the bridging of two very divergent goals for West Grand Avenue, that is to increase the pedestrian friendliness of the downtown, while still serving the high traffic flow demand on West Grand Avenue at acceptable Levels of Service.
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As for the balance of West Grand Avenue, upgraded, pedestrian treatments should be pursued. It is recognized that along other segments of West Grand Avenue, between Highway 1 and Oak Park Boulevard, mid-block off-street parking does desire left-turn access, however, intersection bulb-outs and sidewalk widening opportunities are desirable.
The full character of downtown will change to help create a “sense of place”.
Further, on the perpendicular streets to West Grand Avenue, consideration for angled parking should also be studied. Typically, these perpendicular streets are also wide, in excess of 50 feet curb to curb. Angled parking would enhance downtown parking availability and reduce the need for off-street parking. Additionally, with angled parking the West Grand Avenue intersection bulb-outs could be further enlarged to reduce the pedestrian crossing distance of the side streets. With reduced pedestrian crossing distances, traffic operations could also be further enhanced to maximize travel flow. • South County Family Educational and Cultural Center – To take advantage of some existing community facilities and park site, the City, partnered with a local non-profit agency to create a family educational and cultural center that would span two blocks on the north side of Ramona Avenue between 8th and 10th Streets. To take advantage of existing community facilities along this two block area, 9th Street is proposed to be terminated on the north side of Ramona Avenue to enhance pedestrian cross circulation.A cul-de-sac is proposed for 9th Street south of Brighton Avenue to provide local access for adjacent residences and parking access for the proposed park.
With a closure of 9th Street as a continuous residential collector street, some concern was raised by the City as to the potential traffic impacts to the adjacent parallel facilities of 8th and 10th Streets. Utilizing the Grover Beach traffic model, OMNI-MEANS evaluated the potential traffic flow diversions and related traffic impacts resulting with the conceptual 9th Street cul-de-sac plan. Current corridor traffic totals along 8th, 9th and 10th Streets north of Grand Avenue is about 6,000 ADT, which will grow to about 8,800 ADT by the year 2025.
Although the three streets in their design and accessibility are very similar, half of the traffic among these streets travel along 9th Street, about 3,000 ADT currently and 4,400 ADT by year 2025.
With the 9th Street cul-de-sac plan, the projected year 2025 ADT volumes on 8th Street could rise from 3,000 ADT to 4,000 ADT and on 10th Street, from 2,000 ADT to 4,000 ADT. Some additional diversion to other parallel north-south streets, such as 7th and 11th Streets, may occur that could lessen this increase. Although from a functional street capacity standpoint, those levels of traffic do not create any congestion problems, the adjacent neighborhoods may be concerned with such increases, particularly since their current levels of traffic on 8th and 10th Streets are 2,200 ADT and 1,400 ADT, respectively.
With the 9th Street cul-de-sac plan, traffic will obviously decrease on 9th Street north of Grand Avenue dropping from the projected 4,400 ADT level to likely less than a 1000 ADT. With such a diversion of traffic from 9th Street, relocation of the existing traffic signal at the 9th Street/Grand Avenue intersection to the 10th Street/Grand Avenue intersection would be advantageous. Levels of Service, not only on a daily basis, but also on a peak hour basis, will remain high in the LOS A-B range, even with the 9th Street cul-de-sac plan at the Grand Avenue intersections.
General Plan Circulation Element Page 28
City of Grover Beach R658ce006FinalReport.doc
• Front Street Commercial/Industrial Truck Access – To the north of Grand Avenue adjacent to the Southern Pacific Railroad new commercial/industrial development is occurring along Front Street that will likely increase truck travel through adjacent residential areas. This area, although planned for commercial/industrial use, has limited regional access without traversing through residential development. 2nd Street, its lone commercial/industrial connection to Grand Avenue, intersects Grand Avenue less than 100 feet away from the Southern Pacific Railroad crossing.
In evaluating alternative scenarios to improve regional accessibility to this commercial/industrial area, 2nd Street was seriously considered for improvement, including realignment of 2nd Street to align with Front Street. However, due to the close proximity of the railroad crossing on Grand Avenue, use of the 2nd Street/Grand Avenue intersection was not considered to be the best regional access solution. Eastbound left turn access from Grand Avenue would force left turn vehicles to often wait on the tracks before completing their turns. With westbound Grand Avenue traffic stopped for the Highway 1 traffic signal, delay in such left turn movement would not be infrequent.
Therefore, its is suggested that the eastbound to northbound Grand Avenue left turns be prohibited and the regional truck access to the commercial/industrial area be directed along Ramona Avenue to 4th Street and 3rd Street from Ramona Avenue to Grand Avenue.
Although upwards of eighteen (18) residences are affected, the flatter terrain and the large intersections with Grand Avenue and 4th Street for which proper turn channelization and controls can be provided, make these truck routes the safer and more appropriate solution for access to this area. With such designation along these portions of Ramona Avenue and 3rd Street, weight limits and restrictions should be placed on Brighton Avenue, Newport Avenue and Saratoga Avenue to discourage use of these residential streets to 4th Street. In addition, the City will explore the possibility of placing traffic calming measures on Atlantic City Avenue, east of 4th Street, to discourage trucks in residential areas. • Griffin Street and Huber Street Industrial Area Truck Access and Circulation – Griffin Street and Huber Street were planned industrial streets intended to extend from Farroll Road to Highland Way. However, due to the development of a residential subdivision at the south end of these streets, that closed their connection to Highland Way, an alternative industrial circulation solution needed to be identified. By policy, because large trucks are difficult to turn around as well as large emergency service vehicles, such as fire trucks, industrial areas should avoid cul-de-sacs and plan continuous streets that connect to regional travel ways without impacting residential areas.
Although Griffin Street and Huber Street were originally planned to be continuous, subsequent land use approvals eventually eliminated such possibility with residual impacts.
With the closure of the opportunity for continuous southerly access, the City identified the need for public connections between these streets and Huston Street to the east and Barca Street to the west. A public street connection between Barca and Huber and Huber and Griffin have not been accomplished.
General Plan Circulation Element Page 29
City of Grover Beach R658ce006FinalReport.doc
1. Public Street Connection between Griffin Street and Huber Street - Because the need for the public connection is a mitigation for a change in planned industrial circulation for the area, a 50 foot wide public easement should be purchased and assistance provided for the road improvement. The center line of the public easement should be placed on a property line to minimize impact to any one property owner with respect to development and use of their property.
2. Public Street Connection between Huber Street and Barca Street – An alternative public street connection for Huber Street to Griffin Street would be to connect Huber Street to Barca Street. Both streets currently have the same limitations for emergency and large truck circulation. By connecting Huber Street and Barca Street at the southern end of these streets, a continuous circulation street could be achieved. Like the difficulty in achieving a connection between Huber Street and Griffin Street no public right of way exists and therefore would need to be purchased or received in dedication.
3. Public Street Connections to Calvin Lane. Apublic street connection could be made between the south end of Barca Street to Calvin Lane. The intersection at Calvin Lane, however, would be across an existing residence. At Huber Street, a sufficient easement was not preserved such that if a connection of Huber Street to Calvin Lane were to be made, a curve and offset would be required to avoid an existing residence on the north side of Calvin Lane. Like the extension of Barca Street, the intersection with Calvin Lane would be across an existing residence. To accomplish the Huber Street extension additional right of way would be required.
4. Public Street Connection Alternatives. In addition to the above public street connection alternatives, the above concepts could be mixed and matched to achieve the truck and emergency circulation desired for this industrial area.
5. Cul-de-Sac Huber Street and Provide Private Easement – Placement of a cul-de-sac at the south end of Huber Street would provide circulation to turn around large trucks around within a public right-of-way, provided parking is prohibited along the cul-desac. Preference, however, would not be to make this move mandatory and therefore, particularly for emergency service vehicles, provision of a 20 foot private easement marked “Fire Lane” be required through at least one industrial parcel that straddles between Griffin Street and Huber Street. The centerline of the private easement could be placed on a property line if the adjacent development coordinated the easement construction concurrently.
Clearly, creating a public street connection for large truck and emergency vehicle circulation is by far the most preferred. The allowance of a cul-de-sac and private easement is only a retrofit consideration to correct a less acceptable industrial circulation condition. The only benefit in accepting a cul-de-sac and private easement solution is to potentially minimize cost to resolve the less desirable condition.
• 4th Street – The Pike Vacant Tract Circulation – One of the largest remaining undeveloped areas is in the southwest corner of the City bordered by Highland Way to the north, 13th Street to the east, The Pike to the south and 4th Street to the west. Due to the adjacent railroad tracks to the west, regional access is limited to the west and to the south. Primary General Plan Circulation Element Page 30
City of Grover Beach R658ce006FinalReport.doc
regional access to serve this area, that will develop in a mix of commercial, industrial and residential uses, will be derived from 4th Street to the northwest and The Pike to the east.
Secondary north-south access will be derived from 13th Street. 4th Street to the north connects to US 101 and is four-lanes wide as far south as Trouville Avenue, where it becomes two lanes. For the development of this large remaining tract of land within the City, 4th Street should be further widened south of Trouville Road to four-lanes and realigned to connect to The Pike in an east-west direction. The southern portion of the existing 4th Street would then “T” into this realigned thoroughfare. The realignment of 4th Street is important for several reasons, as follows:
1. Completes a defined arterial “ring road” around the City which starts at the US 101/4th Street interchange, traverses south to The Pike, heads easterly to Oak Park Boulevard and back north to the US 101/Oak Park interchange.
2. Redirects southbound regional access away from the Highway 1/4th Street intersection, which is less safe, to the 13th Street or Oak Park Boulevard intersections with Highway 1.
3. Focuses the development of this area around 4th Street and The Pike and away from Highland Way, that has limited right-of-way and topographical constraints that could present sight distance problems.
• Neighborhood Livability-based Traffic Thresholds and Traffic Calming Strategies – The ADT capacity thresholds (shown in Table CE-2 of this report) are general indicators of the traffic handling capacity of the City’s roadways. However, from a neighborhood livability standpoint, the “perceived” traffic thresholds by community residents would likely be much less than the physical capacity-based thresholds, and in the order of magnitude of 3,000 to 4,000 ADT for typical residential streets. The difference between “capacity-based thresholds” and “neighborhood thresholds” for traffic on City streets is thus important in addressing the real and perceived concerns of the public. As such, it is generally suggested that the City investigate strategies to limit daily traffic volumes on all City residential streets to less than 4,000 vehicles per day.
Many of the residential streets in the City, like Long Branch Road and Newport Road in particular, are unusually wide, much greater than normal residential street standards.
These residential streets, theoretically, even have greater physical capacity. However, these streets, like others within the residential grid of the Grover Beach circulation system are in need to have traffic levels and speeds decreased and safety and “livability” increased.
To accomplish this goal, neighborhood traffic calming strategies are incorporated into this Circulation Element update to help enhance neighborhood safety and to discourage excessive speeding and volumes of cut-through traffic on residential neighborhoods.
Specifically, the City should further pursue implementation of traffic calming measures, such as speed bumps, traffic circles, partial/full road closures, narrowing roads by adding buld-outs and or medians to slow and/or divert travel from residential neighborhoods. • Intra-City Connections – The City of Grover Beach currently has intra-city connections with Pismo Beach and Arroyo Grande and additionally with the community of Oceano.
General Plan Circulation Element Page 31
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The Cities of Pismo Beach and Grover Beach are connected by SR 1, North 4th Street and El Camino Real (Frontage Road). The Cities of Arroyo Grande and Grover Beach are connected by Oak Park Boulevard, Grand Avenue, El Camino Real (Frontage Road), Newport Avenue, Brighton Avenue, Mentone Avenue/Ash Street, Farroll Road and The Pike. The community of Oceano and the City of Grover Beach are connected by South 4th Street, South 13th Street, South Oak Park Boulevard/22nd Street, and SR 1. These localized circulation connections between the South County (or “Five Cities” area) communities and Cities are very important. Continued coordination of improvement projects between these neighboring Cities and communities of the County will be critical to the continued success of creating a safe, efficient and uncongested City circulation system.
APPENDIX
LEVEL OF SERVICE CONCEPT
Level of Service A
1. Free flow conditions
2. Individual users are virtually unaffected by the
presence of others in the traffic stream
Level of Service B
1. Stable traffic flow
2. Freedom to select desired speeds is relatively
unaffected, but there is a slight decline in the
freedom to maneuver
Level of Service C
1. Stable and acceptable flow but speed and
maneuverability somewhat restricted due to higher
volumes
2. Operation of individual users becomes
significantly affected by the presence of others
Level of Service D
1. High density but stable flow
2. Driver experiences a generally poor level of
comfort and convenience
3. Small increases in traffic flow will cause operational problems
4. Maneuverability restricted
Level of Service E
1. Speeds reduced to low, but relatively uniform
value
2. Freedom to maneuver is extremely difficult,
frustration is high
3. Volume at or near capacity
4. Unstable flow
Level of Service F
1. Forced or breakdown flow conditions
2. Stoppage for long periods due to congestion
3. Volumes drop to zero in extreme cases
________________________________
City of Grover Beach
Bicycle Master Plan
_____________________________________________
Attachment 2
City of Grover Beach Bicycle Master Plan
City of Grover Beach
Bicycle Master Plan
Adopted January 2011
Prepared by:
Firma Landscape Architects and Planners
187 Tank Farm Rd. Suite 230 San Luis Obispo CA
805 781-9800
and
Omni-Means Engineers • Planners
934 Reserve Drive Roseville CA
916 782-8688
City of Grover Beach Bicycle Master Plan
Table of Contents
1.0 Introduction 1
1.1 Purpose and Need 1
1.2 Setting 2
1.3 Public Participation 3
1.4 Bicycle Fundamentals 4
2.0 Existing Conditions 7
2.1 Consistency and Coordination with other plans 7
2.2 Land Use 10
2.3 Estimated Number of Bicycle Commuters 11
2.4 Existing Bikeway Facilities 13
2.5 Existing End of Trip Bicycle Facilities 14
2.6 Existing Bicycle Transport and Parking Facilities for Connection 15 with other Transportation Modes
2.7 Existing Facilities for Changing / Storing Clothes and Equipment 15
2.8 Bicycle Accident Analysis 15
2.9 Existing Education and Outreach 16
3.0 Bicycle Master Plan 20
3.1 Goals, Policies and Implementation Measures 20
3.2 Proposed Bikeway Master Plan 31
City of Grover Beach Bicycle Master Plan
Table of Contents continued
4.0 Prioritization Strategy 34
4.1 Past Expenditures 34
4.2 Proposed Facility Improvements and Priorities 34
5.0 Funding Opportunities 37
5.1 Federal Funding Sources 37
5.2 State Funding Sources 40
5.3 Local and Regional Funding Sources 41
5.4 Non-Traditional Funding Sources 41
Figures and Table
Figure 1 Types of Bikeways 6
Figure 2 Land Use Map 13
Figure 3 Existing Bicycle Corridor Conditions 17
Figure 4 Bicycle Destinations 18
Figure 5 Bicycle Accidents 19
Figure 6 Bikeway Master Plan System 32
Figure 7 Bikeway Mater Plan Implementation
Table A Improvement Projects, Priorities and Cost 35
Appendix A- State Streets and Highway Code 39
Appendix B- Design Guidelines 44
Appendix C- Beach Cities Multi-Use Trail Feasibility Study (separate volume)
City of Grover Beach Bicycle Master Plan
1 1
1.0 Introduction
1.1 PURPOSE AND NEED
The Bicycle Master Plan 2010 has been adopted to facilitate implementation of the City of Grover Beach local and regional bikeway1 network. The Bicycle Master Plan is intended to fulfill the content requirements of a Bicycle Transportation Plan, as follows:
• Document existing and planned bikeways
• Establish a strategy for improving the bikeway system • Identify the priority and costs of bikeway improvements • Make the City eligible for state Bicycle Transportation Account (BTA) funds
Increasing bicycle ridership has been identified in state, regional and local plans and policies as a key strategy to reduce automobile travel and attendant air quality impacts, help reduce greenhouse gas emissions, reduce the cost of transportation and improve the health of citizens. The Bicycle Master Plan provides a blueprint to achieve a safe and well-maintained system of bikeways and multimodal transportation links, making bicycle use more accessible to more people.
The state Bicycle Transportation Act requires that local agencies adopt a bicycle transportation plan (Bicycle Master Plan) in order to qualify for funds issued by the California Department of Transportation through the Bicycle Transportation Account. The statute requires that the plans contain a minimum of eleven elements. Those elements and their location in this Plan are listed below:
1 “Bikeway” is a general term encompassing all the types of bicycle paths, lanes and routes.
City of Grover Beach Bicycle Master Plan
2 1. Estimate the number of existing and future bicycle commuters: section 2.3
2. Map and description of existing land use and settlement pattern: section 2.2
3. Map and description of existing and proposed bikeways:
sections 2.4 and 3.2
4. Map and description of existing and proposed bicycle parking facilities: section 2.5
5. Map and description of multi-modal connections: section
2.6. 6. Map and description of facilities of facilities for changing and storing clothes and equipment: section 2.7
7. Description of bicycle safety and education programs:
section 3.1.5
8. Description of citizen and community participation: section
1.3 9. Description of consistency with transportation, air quality and energy conservation plans: section 2.1
10. Proposed bikeway improvement projects and priorities:
section 4.2
11. Past bikeway expenditures and future costs to implement the plan: section 4.1.
The Bicycle Master Plan is not a general plan-level policy document or municipal ordinance: it is a Master Plan to guide the orderly implementation of future improvement projects. In order to continue to qualify for BTA funds the City needs to update the Master Plan at five year intervals.
1.2 SETTING
The City of Grover Beach is situated on a coastal plain bounded on all but the coastal side by urbanized land in Pismo Beach, Arroyo Grande and the community of Oceano. The City has limited opportunity for urban expansion beyond its current boundaries and the Land Use Element of the General Plan envisions a process of infill of existing urban areas at somewhat increased densities. The City was developed on a grid system street plan. Street rights-ofway occupy about 24% of the land area within the City, which reflects the overly wide nature of the streets.
Population for the City from 1990 to 2009 as reported by the California Department of Finance (DOF) shows the City’s population has grown slowly over the years. According to DOF, the City’s population grew from about 11,500 in 1990 to about 13,262 in 2005, City of Grover Beach Bicycle Master Plan
3 an average annual growth rate of about 0.8 percent per year. By comparison, the County population as a whole grew at an average annual rate of about 1.30 percent during the same period.
Population projections prepared for the San Luis Obispo Council of Governments (SLOCOG) for the City of Grover Beach suggests that population growth for the City will continue at a modest pace for the next twenty years, growing from an estimated population of 13,550 in 2010 to about 15,000 in 2030, which represents an average annual growth rate of about 0.54 percent. The age composition of Grover Beach residents is very similar to the composition of the County as a whole, with a sizeable portion of the population in the ‘work force’ ages of 20 to 55. The City also has a slightly higher percentage of school-aged children than the County, which suggests the need for greater consideration of safe access to schools and recreation facilities. The 2010 Census may reveal a larger percentage of residents over age 65, consistent with what has occurred in many coastal cities.2
1.3 PUBLIC PARTICIPATION
The City held a public workshop to solicit input into the Master Plan goals and priorities. The public was asked about the condition of the bikeway system, safety concerns, and the types of improvements and programs needed to improve bicycling in Grover Beach. The following summarizes the key points brought up at the workshop:
• Smoother pavement would enhance riding experience.
• A railroad track overpass would be desirable.
• The south side of West Grand Ave west of Hwy 1 needs
better maintenance of sand buildup that impedes riders. • Encourage kids to ride on the wider streets to school. • The County maintained south half of The Pike is poor for riders.
• A signal at Farroll and 13th would improve bike safety. • The West Grand Avenue corridor is a bicycling destination due to shopping and employment.
The Draft Bicycle Master Plan was presented at a public hearing of the joint Parks and Recreation Commission and Planning
Commission meeting. Members of the public, including bicycle commuters, supported the Plan and offered suggestions. A final public hearing on the Master Plan was conducted before the City Council prior to adoption of the Master Plan.
2 Census and demographic information is from the 2010 Land Use Element.
City of Grover Beach Bicycle Master Plan
4 1.4 BICYCLE FUNDAMENTALS
Bicycles are considered a vehicle, similar to automobiles, by the State of California Department of Transportation (Caltrans).
However, while bicyclists share the same rights and responsibilities of motorists, bicycle-specific facilities are often provided in an effort to enhance safety for both bicyclists and motorists. Bicyclists need to be conscious of their skill and comfort levels when choosing their travel routes. The following sections provide a brief overview of the various classes of bikeways, and some general characteristics of the different skill levels of bicyclists.
1.4.1 Classes of Bikeways
There are three classes of bikeways as illustrated on Figure 1:
• Class I – off-street paved bike paths
• Class II – on-road striped and signed bicycle lanes
• Class III – on-road shared-lane signed bicycle routes Off-street paths are facilities on a separate right-of-way from roadways, and are usually shared by bicyclists and pedestrians.
Shared paths are recreational facilities and should not be used as high-speed bikeways.
Bicycle lanes are on-street facilities that use painted stripes and stencils to delineate the right of way assigned to bicyclists and motorists, and to provide for more predictable movements by each.
Bicycle routes are signed on-street facilities that accommodate vehicles and bicycles in the same travel lane. Bicycles are permitted on most roadways; however, for safety purposes, signed bicycle routes are often found on streets with lower speeds and traffic volumes.
1.4.2 Bicyclist Skill Levels
The American Association of State Highway and Transportation Officials, or AASHTO, published the Guide for the Development of Bicycle Facilities in 1999. This guide provides descriptions for the three general skill levels of bicyclists, as summarized by the A, B, and C typologies below:
• Advanced or experienced riders are generally using their bicycles City of Grover Beach Bicycle Master Plan
5 as they would a motor vehicle or for advanced exercise activity.
They are riding for convenience and speed and want direct access to destinations with a minimum of detour or delay, and they are typically comfortable riding with motor vehicle traffic. • Basic or less confident adult riders may also be using their bicycles for transportation purposes, but prefer to avoid roads with fast and busy motor vehicle traffic unless there is ample roadway width to allow easy overtaking by faster motor vehicles. • Children who require access to key destinations in their community, such as schools, convenience stores and recreational facilities. They prefer residential streets with low motor vehicle speeds, linked with shared-use paths and busier streets with well defined pavement markings between bicycles and motor vehicles, so they can avoid riding in the travel lane of major arterials.
The City’s intent is to provide opportunities to benefit all types of riders, with an emphasis on the Basic and Children skill levels.
City of Grover Beach Bicycle Master Plan
7 2
2.0 Existing Conditions
2.1 CONSISTENCY AND COORDINATION WITH
OTHER PLANS
The City of Grover Beach’s long-range plans promote the use of alternative forms of transportation. In addition to the City’s General Plan, regional plans like the San Luis Obispo Council of Governments Regional Transportation Plan, the Air Pollution Control District’s Clean Air Plan and the County’s Bikeways Plan all encourage increased bicycle use.
General Plan Land Use Element 2010
The Bikeway Master Plan is consistent with, and furthers, the goals and policies of the 2010 General Plan Land Use Element, including the following policies (emphasis added):
LU-1.2 “Complete” neighborhoods. In general, the City will promote the establishment and preservation of “complete” neighborhoods that exhibit the following characteristics:
d. A complete and interconnected system of roadways,
bicycle and pedestrian paths, and transit stops that link the neighborhoods…
LU-1.3 Creating Walkable Neighborhoods. Neighborhoods should be protected from intrusive traffic. All neighborhood street and circulation improvements should favor the pedestrian and local traffic over pass-thru traffic. Vehicle traffic on residential streets should be slow. To foster suitable traffic speed, street design should include measures such as narrowing lanes, creating bikeways on designated routes….
LU-6.1 West Grand Avenue area….
City of Grover Beach Bicycle Master Plan
8 • Implement a bike route plan connecting the West Grand Avenue area with the butterfly grove and regional bicycle systems serving the Cities of Pismo Beach and Arroyo
Grande and linked with the regional DeAnza Trail.
LU-6.2 Beach Front Lodge. The City will actively pursue development of the Beach Front Lodge site with a hotel/convention center that incorporates at least the following general features:
c. Pedestrian, bicycle and transit connections to the beach, the dunes, the train station and mixed-use visitor-serving development east of Highway 1.
LU-6.3 Multi-modal Transit Center…..Development of this site should incorporate the following features:
c. Pedestrian and bicycle connections to the train station, the beach and surrounding visitor-serving development
and the County recreational vehicle park.
Goal LU-10: To provide for the day-to-day needs of Grover Beach residents by establishing neighborhood-serving businesses within walking and biking distance of surrounding neighborhoods.
LU-18.4 Regional planning. The City will encourage regional planning and growth management throughout the County, and in cooperation with neighboring cities. The City should coordinate planning with neighboring communities, San Luis Obispo County, and the San Luis Obispo Council of Governments (SLOCOG) to craft regional solutions for regional issues such as affordable housing and transportation funding.
Implementation Measures
• Actively participate in the regional planning programs including (but are not limited to):
The Regional Transportation Plan and the Air
Quality Management Plan
LU-19.2 Link and define neighborhoods. The City shall use the circulation system and the pedestrian and bicycle pathway system as important structural elements to link and define neighborhoods and districts in Grover Beach.
Implementation Measures: • Incorporate roadway, pedestrian, City of Grover Beach Bicycle Master Plan
9 transit and bicycle circulation facilities as part of the CIP.
LU-20.2 Pedestrian amenities for commercial areas. New
commercial and office development should promote walking, bicycling and public transit, especially in the central business district/civic center and the west Grand Avenue/beach area.
Circulation Element
The Bikeway Master Plan is consistent with and furthers the goals and policies of the 2005 Circulation Element, including the following policies (emphasis added):
Goal 2: promote alternative travel modes, including transit, pedestrian, bicycle, rail and air circulation systems.
Policy 2.1: Provide for adequate and safe alternative access to schools parks and shopping areas within the City.
Program 2.1.1: The City shall plan and require construction of bikeways, sidewalks and pedestrian accessways to all major destination points within the City.
Policy 2.3: Encourage bicycle transportation.
Program 2.3.1: The City shall create/update a Bikeway Master Plan to guide the orderly provision of bikeway facilities throughout the City.
Program 2.3.2: The City shall consider standards to provide opportunities for bicycle lanes on future road construction and along the Grand Avenue corridor.
Program 2.3.3: The City shall integrate local bikeway planning with regional plans.
Program 2.3.4: The City shall encourage the provision of bicycle support facilities at major bicycle destination points.
Program 2.3.5: The City shall continue and expand bicycle safety education programs.
Program 2.3.6: The City shall seek Bicycle Transportation Account funds and other funding to complete a comprehensive bikeway system within in the City.
Beach Cities Multi-Purpose Trail Feasibility Study (draft) The Beach Cities Multi-Purpose Trail Feasibility Study identifies route options for a multi-use pedestrian and bicycle trail linking the City of Grover Beach Bicycle Master Plan
10 City of Grover Beach with the cities of Pismo Beach and Arroyo Grande, and the community of Oceano, generally in the Highway 1 corridor area, with an eastward link to Arroyo Grande along Pismo Lake. The Study is incorporated by reference into the Bicycle Mater Plan and as a stand-alone volume (Appendix C). The multi-use trail is intended to promote alternative forms of transportation and provide new recreational opportunities consistent with the goals set forth in the City of Grover Beach’s General Plan, County of San Luis Obispo’s Parks and Recreation Element, and City of Pismo Beach’s Pismo Creek Recreational Path Project Study Report and Bicycle and Pedestrian Master Plan.
The trail corridor is located within the jurisdictional boundaries of the cities of Grover Beach, Pismo Beach, Arroyo Grande and
unincorporated areas of San Luis Obispo County (Oceano). The proposed trail traverses almost six miles and consists of a combination of Class I and Class II facilities with connections to neighborhoods, schools, parks, downtown Grover Beach,
employment centers and planned regional trail facilities.
San Luis Obispo County Bikeways Plan
The Grover Beach Bicycle Master Plan complements the County Bikeways Plan (2005 Update) adopted by the Board of Supervisors.
Regional bikeway connectivity is an important aspect of this Plan and linking with county routes is key to providing access to important regional destinations, where feasible.
San Luis Obispo County Clean Air Plan
In order to maintain state compliance of air quality standards, the San Luis Obispo Air Pollution Control District encourages the use of bicycling as an alternative to the automobile. The Clean Air Plan encourages municipalities to improve bicycle facilities and promote bicycling. The Bicycle Master Plan is consistent with the alternative transportation strategies of the Clean Air Plan.
SLOCOG Regional Transportation Plan
The San Luis Obispo Council of Governments is responsible for preparing the Regional Transportation Plan (RTP), a major transportation planning document for the region. This Plan supports the policies of the RTP’s Non-Motorized Transportation Program.
2.2 LAND USE
The City of Grover Beach contains important coastal lands used City of Grover Beach Bicycle Master Plan
11 primarily for recreation, the Union Pacific Railroad, and adjoins US 101, a major regional transportation corridor. The City adjoins the cities of Arroyo Grande and Pismo Beach and the community of Oceano. The circulation system adjoining Arroyo Grande to the east is well developed and provides a relatively seamless web of circulation routes for bicyclists. The City’s streets join Pismo Beach less seamlessly, with State Highway 1 being the single link at the west end of the City and 4th Street and Oak Park Boulevard overpasses at US 101 linking to Pismo Beach to the north. The City contains three elementary schools, six municipal parks, Pismo State Beach and a multimodal
transportation facility on the Union Pacific Railroad near State Highway 1 and West Grand Avenue. The Land Use Element land use category map is shown on Figure 2.
2.3 ESTIMATED NUMBER OF BICYCLE
COMMUTERS
For most people these trips are within bicycling or walking distance.
In Grover Beach, with the moderate climate and flat and rolling terrain, bicycling and walking are suitable modes for many types of local trips and for connections between other modes of travel. In addition, the climate, recreational and scenic features of the beach area of the city attract many residents and tourists alike who bicycle, walk and hike for exercise and pleasure.
In general, bicycle trip purposes can be divided into two broad types, commuter and recreational. Commuter use constitutes any time a person uses a bicycle for a primary purpose trip, such as to school, work, or the grocery store. In particular, all the schools in the City are located within riding distance for student in their enrollment areas. Recreational use is any trip designed to provide outdoor fun and exercise or for non- primary trips.
Census data indicates that in San Luis Obispo County as a whole the per capita annual automobile vehicle miles traveled is 10,503.
Only 5% of the population walks or rides a bicycle to work, in Grover Beach the portion who walk or ride is 3.5%, less than the County overall, and this in a highly organized grid system of streets. The percentage of bicycle trips within this total 1.2% or about 73 commuters.3 By comparison, the national average for bicycle commuters is 0.44%, while the California average is 0.81%. 3 http://library.slocog.org/PDFs/Census/03.%20Grover%20Beach/grover2000.pdf City of Grover Beach Bicycle Master Plan
12 According to the Pismo Beach Bicycle and Pedestrian Master Plan, bikeway improvements appear to induce more commuter bicycling.
A survey in the City of San Luis Obispo showed 54% of the non-bike commuters would consider biking if improvements were made to the City’s bike system. Public testimony at the several hearings for the Grover Beach Bicycle Master plan echoed this sentiment. Based on these factors the number of bicycle commuters is expected to grow from the current 73 commuters with implementation of the Bicycle Master Plan.
Census data shows 5,624 workers in Grover Beach use personal vehicles or carpool to get to work. If 54% of these consider biking and 20% of those actually do start to use bikes to commute, the bike commuter population would increase by 607 persons.
City of Grover Beach Bicycle Master Plan
14 The RTP indicates that: “research has found that people are more likely to ride a bicycle if certain basic facilities are present. These include the following, in priority order: more bike lanes; separated bike lanes from traffic; less cars and trucks on the road; secure parking spaces; smoother roads; closer proximity to work place; showers at work; riding companions; and flexible work schedules.
Implementation of these provisions could encourage more people to ride or walk for primary trips.”4
2.4 EXISTING BIKEWAY FACILITIES
The existing bikeway facilities and conditions with the Circulation Element adopted bikeway corridors in the city are shown on Figure 3-Existing Conditions. There are about 11.1 miles of bikeways in the city designated in the Circulation Element. Figure 3 illustrates the status of each planned or existing segment. Well over half the planned bikeways need striping and legends.
Figure 4- Bicycle Destinations shows the city in a regional context with destinations such as schools, libraries, parks, libraries, major employment centers, and multi-modal transit and transfer points and facilities. The regional context is shown because bicyclists are conscious of destinations, not municipal boundaries.
2.5 EXISTING END OF TRIP BICYCLE PARKING
FACILITIES
Existing end of trip bicycle facilities include bicycle parking and lockers at schools, civic buildings, major commercial centers. The nearest regional park-and-ride facility is in Arroyo Grande at Halcyon Road and US 101. The Ramona Transit facility has some bicycle racks. Only one City park has bike racks. There is a small bike rack at the Beach area (four bikes). The schools and one or two commercial centers have bike racks. There are no sidewalk racks downtown,
The development process can require major employers to provide bicycle facilities including lockers, consistent with recommendations from the Air Pollution Control District to reduce vehicular emissions by encouraging bicycle commuting. The City Municipal Code requires bicycle projects for certain types of development projects as shown below:
4 Regional Transportation Plan Vision 2025, San Luis Obispo Council of Governments City of Grover Beach Bicycle Master Plan
15 • Neighborhood, community, and convenience shopping
centers or freestanding commercial uses: 5% of vehicle
requirement
• Offices: 7.5% of vehicle requirement
• Industrial uses: 7.5% of vehicle requirement
A review of city parks and major businesses indicates provision for bike parking (racks) are not always present or limited in number of bikes that can be parked (Figure 3).
2.6 EXISTING BICYCLE TRANSPORT AND PARKING
FACILITIES FOR CONNECTION WITH OTHER
TRANSPORTATION MODES
Bicycle transport and parking facilities do not exist at the train depot.
The regional bus system has bicycle racks available on all buses in the South County for transport of bicycles. Bicycle racks and a small bicycle locker exist at the Ramona transit center on Ramona Avenue near 9th Street. Other bicycle lockers are at the Rideshare Park and Ride facility at Halcyon Road and US 101 in Arroyo Grande.
2.7 EXISTING FACILITIES FOR CHANGING /
STORING CLOTHES AND EQUIPMENT
During the development review process, the City looks at ways to minimize impacts to traffic and air quality by requiring measures that allow people to ride to work. The Air Pollution Control District provides recommended measures to be applied to project conditions of approval that would reduce auto dependency. For commercial projects anticipated to have a large number of employees, one of these measures may be to include bike commuter facilities for changing clothes and storing clothes and equipment. However, the City does not keep and inventory of these types of facilities. Figure 6 identifies locations were these facilities may be desirable.
2.8 BICYCLE INCIDENT ANALYSIS
Figure 5-Bicycle Accidents shows the distribution and type of bicycle related traffic accidents from April 2007 to April 2010 from City police records. There were 43 reported incidents with 10 incidents City of Grover Beach Bicycle Master Plan
16 resulting in property damage and 33 involving injury and / or hit and run. Fault was assigned to bicyclists in the majority of cases. The distribution of accidents cluster along Grand Avenue and the first blocks north and south of West Grand Avenue, Oak Park Boulevard, 13th Street and 16th Street.
The accident rate is about 11 per year and an average of 0.0008 incident per 1,000 population.
2.9 EXISTING EDUCATION AND OUTREACH
Existing education and outreach programs available in the San Luis Obispo region include the following:
• Safe Routes to School: SLO Regional Rideshare
(www.rideshare.org) works with schools to offer individualized programs including Parent Surveys, Mini Grants given to promote cycling in the community, Bike Assemblies (a ride of recreational cycling in large groups ending with a presentation of bicycle education), and Bike Rodeo, a bicycle safety training and education for elementary school children.
• Employee Incentive Programs: SLO Regional Rideshare offers an employer Transportation Choices Program that helps employers promote bicycling, walking, carpooling, and riding the bus to work to reduce the employers’ need for car parking spaces. This program may provide financial incentives or only promotional materials.
• Bike Valet: Bike Valet is a service that is offered by the San Luis Obispo County Bicycle Coalition (SLOCBC). This service is usually for large city events to reduce car use and encourage bike travel.
• Bicycle Confidence Workshop: These workshops are a series of classes offered by the SLO Bike Coalition to teach adults safe bicycle riding; a fee is required for the class.
City of Grover Beach Bicycle Master Plan
20 3.0 Bicycle Master Plan
3.1 GOALS, POLICIES AND IMPLEMENTATION
MEASURES
The following Goals, Policies and Implementation Measures, and the Bikeway Master Plan Exhibit (Figure 6), provide the City with specific measures for improving the bicycle facilities within the city limits. Unless otherwise identified, it is assumed that Community Development and Public Works Department staff will be responsible to establish or undertake specific implementation measures. It should also be noted that the policies identified in this document are not organized in any particular order of priority. The City should review the Bicycle Master Plan document periodically as to the priority of implementation based on feasibility to implement and available funding.
3.1.1 Bikeway Route Development
Goal 1: A comprehensive network of bicycle and trail
facilities that connect residential neighborhoods to
commercial areas, parks and schools.
Goal 2: A safe, convenient and connected bikeway
system that meets the transportation and recreational
needs of riders of all skill levels and complements
other transportation types including automobiles,
transit, trains and pedestrians.
Goal 3: Provide a balanced transportation system
consistent with the General Plan Circulation Element
that provides residents a variety of transportation
choices including automobile, transit, bicycle, and
pedestrian options.
City of Grover Beach Bicycle Master Plan
21 Policies
1. Provide a range of bikeway types, including bike
lanes on arterial streets, bike lanes on selected
collector streets, bike routes on selected low
volume/low speed streets and off-street bike paths.
2. Provide convenient connections between residential
areas, schools, parks, public transit stops, shopping
centers, employment centers and other destinations.
3. Work cooperatively with neighboring jurisdictions to pursue connections to neighboring jurisdictions to
ensure regional bicycle accessibility. Coordinate with
Pismo Beach, Arroyo Grande and the County to
ensure bicycle lane striping and signage connects
seamlessly at city limits on Grand Avenue, Oak Park
Boulevard, 4th Street, Mentone / Ash Street, Farroll
Road, the Pike (south side improvements) and
Highway 1.
4. Work with neighboring cities to identify opportunities for development of a Beach Cities Multi-Use Trail in
the Beach / Highway 1 corridor.
5. Promote land use development that enhances
connectivity for transportation and recreation use, and lessens the distance of bicycle and pedestrian travel
between uses.
6. Designate Class III on-street bike routes to provide connections between or to Class I and Class II
bikeways in situations where there is not adequate
street width or right-of-way, or as an interim facility until the street can be widened to accommodate a
Class II bike lane. ,
7. Where a bikeway designation transitions from a
Class II bike lane to Class III bike route, signs shall be installed to inform motorists that bicycles will be
sharing the road.
8. Locate bicycle crossings at appropriate intervals
City of Grover Beach Bicycle Master Plan
22 along City roadways as determined by the City
Engineer. Work with Caltrans to provide safe and ,
convenient crossings of State highways and freeways
at regular intervals.
9. Provide bicycle signal detectors per local and state law (AB 1581) at new or significantly modified
signalized intersections with bike lanes and, if feasible, retrofit existing traffic signals so that bike detection is provided.
10. Evaluate signal timing at intersections that do not allow sufficient time for cyclists to clear the
intersection.
11. Provide continuity in the design and consistent
construction of bikeway facilities.
12. Work with Union Pacific Railroad Company
(UPRR) and the California Public Utilities Commission
(CPUC) to plan and construct safe and convenient
crossings of the UPRR railroad tracks and right-ofway.
Implementation Measures
1. Bikeway construction projects shall conform to the
City Construction Standards, and state and federal
standards.
2. City and private development projects shall be
reviewed for conformance with the goals, policies and
implementation measures of the Bicycle Master Plan.
3. The Public Works Department shall work with other
departments to create a checklist for the evaluation of development projects for conformity to the Bicycle
Master Plan.
4. The City shall consider participating in regional
bicycle and pedestrian planning activities.
5. The City shall coordinate bikeway system projects
internally and with adjacent jurisdictions, where
appropriate.
City of Grover Beach Bicycle Master Plan
23 6. The City shall provide training for appropriate staff, commissions and committees on the guiding principles
of bicycle and pedestrian system transportation
planning, design and maintenance.
3.1.2 Bikeway support facilities
Goal: A comprehensive bikeway system with
adequate support facilities to serve the needs of
commuter and recreational bicycle riding.
Policies
1. Provide support facilities such as trailhead parking lots, route map displays, rest areas/benches, drinking
water, and bike racks along bike routes. Support
facilities may be provided with parks and other public
facilities or provided separately.
2. Conveniently locate bike racks and other short-term
parking facilities at city parks and recreational facilities, state parks, schools and educational institutions, the
train depot and business entrances.
3. Provide safe, secure and covered long-term bike
parking (bike lockers, bike rooms, bike cages) at city
parks and recreational facilities, employment sites and Park and Ride facilities.
4. Encourage major employment centers and
commercial uses to provide amenities such as
showers and changing facilities onsite for employees
that bicycle to work or while at work.
Implementation Measures
1. The City shall consider updating the Municipal Code
(Zoning Ordinance) to include additional requirements
for bike facilities as detailed in measures following.
2. The City shall develop standards for bicycle parking City of Grover Beach Bicycle Master Plan
24 in the public realm of Downtown Core and other
pedestrian activity areas.
3. The City shall adopt guidelines for and encourage
the installation of showers and changing facilities for employees at major employment sites.
4. The City shall consider partnerships with public and private facilities for use of showers and changing
rooms by commuting or touring bicyclists.
5. Designated bike routes shall include signs informing motorists of the presence of bicyclists and information signs informing cyclists of upcoming destinations in
accordance with California Manual of Uniform Traffic
Devices and the City Standards.
6. The City shall provide destination signs, trail maps, mile markers, open space and bikeway regulation
signs on bike paths where appropriate.
7. Require development projects (private and public) to install amenities such as bicycle racks, lockers and
showers as a condition of approval.
3.1.3 Maintenance
Goal: Provide well maintained bikeways and support
facilities to ensure preservation of the public capital improvements and to provide safe and convenient
facilities for cyclists and other trail users.
Policies
1. Sweep all streets with Class II or III designation at regular time intervals.
2. Develop guidelines for routine maintenance and
long-term maintenance of Class I (off-street) bike
paths.
3. Review street maintenance overlay projects and
other construction projects within the public right-ofway and along designated bikeways for conformance City of Grover Beach Bicycle Master Plan
25 with the Bicycle Master Plan. Where facilities are not in conformance with the Bicycle Master Plan and current
City standards, the facilities may be brought up to
standards where determined feasible.
4. Require construction projects that damage existing
bicycle facilities to restore those facilities to preconstruction condition at developer/contractor expense.
5. Construction projects within public right-of-way
should address bicycle safety and movement per
Federal, State and Local standards.
6. Require developers/contractors to maintain clear
and clean paths of travel for cyclists when construction operations occur adjacent to Class II and III bikeways.
Implementation Measures
1. The City shall inspect bikeways and support
facilities on a regular basis.
2. The City shall seek funding from new development
projects for bikeway maintenance.
3. The City shall work cooperatively with local bicycle groups, neighborhood associations, and businesses to
establish a bikeways maintenance program that
address litter cleanup, pet waste cleanup, and as
appropriate other bike path and open space
maintenance activities.
4. The City shall update the Construction Standards to
include standard provisions for Traffic Control Plans
per the following:
• Construction signs should be placed outside bike
lanes where feasible;
• Where a bike lane will be closed for an extended
period, advance warning signs may be provided for
bicyclists.
3.1.4 Enforcement
City of Grover Beach Bicycle Master Plan
26 Goal: Provide a functional enforcement programs to
increase bicycle safety and reduce violations and
bicycle injuries.
Policies
1. Strictly enforce bicycle safety laws focused on
helmets for children and adults, failure to stop/yield, wrong way bike riding, and night riding without
lights/reflectors.
2. Strictly enforce the California Vehicle Code and
local laws relating to motorist failure to yield or stop for cyclists, excessive motor vehicle speed, and driving
under the influence.
Implementation Measures
1. The Police Department shall be involved in periodic
review of the accident and safety aspects of the
updates to the Bicycle Master Plan.
3.1.5 Education
Goal 1: Increase bike rider and motorist awareness of
the rights and responsibilities of bike riders in order to create a climate of acceptance for bike riding, reduce
bike rider violations, improve safe bicycling and driving practices, reduce collisions, and increase bicycle riding to work, school, and other destinations.
Goal 2: Increase awareness of users of multi-use
paths of the rights and responsibilities of the various users.
Policies
1. Provide education programs targeted to adults and
children that explain safe bike riding techniques and
the importance of proper helmet use, and provide
information on the city bikeway system and support
facilities.
2. Provide education programs targeted to school-age
City of Grover Beach Bicycle Master Plan
27 children that acknowledge and recognize the unique
challenges associated with child and youth bike riders.
3. Raise motorist awareness of the rights of bicyclists to ride on the road, and provide motorists information
on ways they can modify their driving behavior to more
safely accommodate bicyclists.
Implementation Measures
1. The City shall work with Regional Rideshare and the
San Luis Obispo County Bicycle Coalition to
encourage promotional and educational activities
within the community.
2. The City shall work with Lucia Mar Unified School
District to identify potential bicycle education programs in schools, and to promote Safe Routes to School
programs.
3. The City shall consider implementing a citywide
helmet promotion program.
4. The City shall develop education materials (e.g.
handouts, videos) for presentation to media, schools,
neighborhood groups, businesses and other groups
that promote bicycle safety.
5. The City shall develop criteria and promote trail
etiquette for use of off-street bike paths by bicyclists, pedestrians, equestrians (if applicable), skaters, and
persons with disabilities.
6. The City shall coordinate education and
encouragement efforts with public health agencies,
schools, and/or other social organizations.
3.1.6 Encouragement
Goal: Increase transportation and recreation bicycle
riding to work, school, play and other destinations by
50 percent by 2020, and gain acceptance of bicycle
commuting as a mainstream activity.
Policies
City of Grover Beach Bicycle Master Plan
28 1. Encourage cycling and walking through a variety of programs and coalitions with local businesses,
schools, clubs, bike shops and organizations.
2. Explore methods to provide incentives to individuals or businesses commuting to work by bicycle or
walking.
4. Support recreational bikeway facilities, programs
and events as an important part of the effort to
cultivate acceptance of bicycling among the general
populace.
Implementation Measures
1. Continue to support regional efforts to promote
biking such as May Is Bike Month, and International
Walk/Bike to School day.
2. Enhance incentives for bicycle commuting such as
May Is Bike Month.
3. Sponsor, in association with local bicycle
organizations, bicycle parking at special events.
4. Sponsor, in association with local /regional bicycle organizations or other groups, bicycle/ triathlon events and races, or other similar events.
5. Support efforts of local bicycle groups to establish a bicycle station that delivers bicycle parking, showers, restrooms, bicycle services.
3.1.7 Environmental
Goal 1: Reduce traffic, improve air quality, and reduce emissions that contribute to climate change by
providing a viable commute alternative to the
automobile.
Goal 2: Enhance public access to open space and
natural areas while minimizing the environmental
City of Grover Beach Bicycle Master Plan
29 impacts.
Policies
1. Promote the beneficial aspects of bicycling with the use of established bicycle promotional programs such
as May is Bike Month.
2. Work collaboratively with other jurisdictions to
provide bike/trail projects in the Five Cities Area and the region.,
3. Provide informational signage along Class I Bike
Paths and trails located within or adjacent to open
space areas such as Meadow Creek and Pismo
Lakes. Plan for signage that includes interpretive
signs informing the public of the environmental
resources present and directing users to behave in a
manner that reduces impacts on the open space.
4. Comply with applicable Local, State and Federal
environmental regulations.
5. Provide Class I Bike Paths and trails that have
minimal effects on the environment and natural
resources.
Implementation Measures
1. The City will coordinate with local, state and federal agencies on the planning, environmental review,
design, construction and maintenance of bike or trail
projects located within or in proximity to sensitive
environmental areas such as creeks and estuaries.
2. The City will partner with health organizations,
where appropriate, to promote bicycling and healthy
communities.
3.1.8 Funding
Goal: Secure adequate funding for construction and
maintenance of bikeways and support facilities, and
education, encouragement, enforcement and
evaluation programs.
City of Grover Beach Bicycle Master Plan
30 Policies
1. Create a bikeway system that is cost effective to
construct and maintain.
2. Maximize funding opportunities through a
combination of federal, state and local sources,
including development agreements, community
facilities districts and grants.
3. Utilize grant funds to leverage local bikeway funds.
4. Where feasible and appropriate, include bike lane
improvements consistent with the Design/Construction
Standards as part of Capital Improvement Program
projects.
5. Where appropriate, partner bike path projects with
flood control, redevelopment, utilities access, air
quality improvement and open space/ stream
restoration projects.
6. Where bikeway projects cross jurisdictional
boundaries, partner with adjacent jurisdictions as
feasible to reduce costs.
7. Consider establishing development impact fees that
can be used to improve bike facilities.
Implementation Measures
1. Submit grant applications in accordance with the
City’s guidelines as grant programs become available.
2. Coordinate bikeway projects internally and with
other agencies to determine partnering potential.
3. Continue to require new development to improve
bike facilities within their project and / or as part of roadway improvements associated with a project.
City of Grover Beach Bicycle Master Plan
31 3.1.9 Evaluation
Goal: Evaluate the effectiveness of the City’s bicycle
programs and the efforts to implement the overarching
bikeway goals of the General Plan and the Bicycle
Master Plan on an on-going basis.
Policies
1. Establish and implement a plan for regular
measurement of the amount of cycling taking place in
the City.
2. Annually review bicycle collision data to identify
commonalities and trends and identify engineering,
maintenance, enforcement, education and
encouragement efforts to reduce collisions and
injuries.
Implementation Measures
1. The City shall prepare an annual report
summarizing the bicycle program and collision data,
and identify a work plan to address any concerns in
the report.
3.2 PROPOSED BIKEWAY MASTER PLAN
The proposed Bikeway Master Plan System (Figure 6) and
Bikeway Mater Plan Implementation (Figure 7) illustrate the network of bikeways intended to serve the City and provide improved bikeway conditions for those biking through the region.
Section 4.2 and Table A list the bicycle improvement projects and priorities.
Bikeways are listed by Class I, II or III, and are defined as follows:
• Class I Bikeway (Bike Path) - Provides completely separated path for the exclusive use of bicycles and pedestrians with crossflow minimized. • Class II Bikeway (Bike Lane) - Provides a striped lane for oneway bike travel on a street or highway.
City of Grover Beach Bicycle Master Plan
32 • Class III Bike Route, Level A - Provides shared use with motor vehicle traffic, is identified by Bike Route signs. These routes are intended to have a minimum amount of paving (at least 2-ft) beyond the travel lane to provide more room for bicyclists.
• Class III Bike Route, Level B - Unsigned “bike routes” that provides “Share the Road” only signage on roads that are very narrow, winding, or difficult to widen due to physical /environmental constraints.
City of Grover Beach Bicycle Master Plan
35 4.0 Prioritization Strategy
4.1 PAST EXPENDITURES
From 2005 through 2009 the City has installed bicycle lane striping on six road segments as part of street improvement projects. The expenditure over this period was $29,639. The street segments striped include:
• West Grand Avenue Enhancement, 2nd Street to 4th Street • S. 4th Street, Seabright to West Grand Avenue
• S. 13th Street, West Grand Ave to Manhattan
• N. 4th Street, Ocean View Ave to City Limits
• N. 4th Street, West Grand Avenue to Ocean View Avenue • Meadow Creek Bridge and Storm Drain Project
In addition, the City expended $61,649 for the Longbranch Aveeue Demonstration Project study and $40,594 for the Beach Cities MultiPurpose Trail Feasibility Study.
4.2 PROPOSED FACILITY IMPROVEMENTS,
COST AND PRIORITIES
Table A summarizes the proposed bicycle facility improvements, grouped by general priority, with an estimated cost in 2010 dollars. The priorities should be re-evaluated periodically by the City based on changing needs and fund availability.
Bike Master Plan
Table A – Improvement Projects, Priorities and Cost
36 Priority Facility
type1
Project Length Cost2 Notes
1 2 Oak Park Blvd- US 101 to Saratoga:
renew stripe
1,637 lf $3,421
1 2 Oak Park Blvd- Mentone to Farroll:
renew stripe
1,742 lf $3,641
3 3 Oak Park Blvd- signage - $5,000
2 2 W. Grand Ave- Oak Park to 11th:
stripe and legend
2,587 lf $12,392
2 2 W. Grand Ave- 8th to beach:
stripe and legend
3,960 lf $18,968
2 2 Atlantic City Ave- 4th to Oak Park 5,174 lf $24,785 2 2 Saratoga Ave- 13th St to Oak Park 1,848 lf $8,852
2 2 Newport Ave- 4th St to Oak Park Blvd 5,174 $24,785
2 2 Mentone Ave- Oak Park to 4th:
Stripe and legend
4,435 $21,244
2 2 Longbranch Ave- Oak Park to 4th:
Stripe and legend
4,435 lf $21,244 14th to 16th
class 3 route
2 2 13th Street-Atlantic City to the Pike:
stripe and legend
7,550 lf $36,164 Segments will
need full street
width to
implement
1 2 El Camino Real- 101 interchange west
to City limit: Renew stripe
2,745 lf $5,738
2 2 El Camino Real- 101 interchange east
to City limit: Stripe and legend
1,478 lf $7,081
2 2 Atlantic City- 4th to Front St:
stripe and legend
1,584 lf $7,587 Segments will
need full street
width to
implement
2 2 4th Street-Trouville to south City limit:
Stripe and legend
4,382 lf $20,991 Segments will
need full street
width to
implement
2 2 The Pike/Highland Way- 13th to S. 4th: stripe and legend 1,584 lf $7,587 Install with planned
new street
3 3 12th Street-Atlantic City to ECR: class 3
signage
$1,000
4 4 Bike rack and locker at Train Depot $10,000
4 4 Bike rack program for parks $10,000
4 4 Bike locker facilities at employment centers 3 $50,000 Bike Master Plan
Table A – Improvement Projects, Priorities and Cost
TBD indicates “To be determined”
Footnotes
1. Facility Types are: 1= Class 1 path, 2= Class 2 lane, 3= Class 3 route, 4= other facility
2. Based on recent City bid, the cost per block (370 linear feet) for a Class 2 lane is $1,775 ($4.79 / lf) and includes bike lane signs (4), bike lane symbol, 6 inch strip, 10% contingency and all design and management costs. Stripe and symbol renewal only is calculated at $775 per block or $2.09 / lf. 37 4 1 Beach Cities Multi Use Trail-option D3 TBD
4 1 Beach Cities Multi Use Trail-option A
South of Grand to City limit segment
TBD
4 1 Beach Cities Multi Use Trail-option A
4th Street to ECR segment
TBD
4 1 Beach Cities Multi Use Trail-option B
South of Grand to City Limit
TBD
4 1 Beach Cities Multi Use Trail-option E TBD
4 1 Beach Cities Multi Use Trail-option F TBD
4 4 Beach Cities Multi-Use TrailUPRR bike / ped overpass bridge TBD
City of Grover Beach Bicycle Master Plan
38 5.0 Funding Opportunities
There are a variety of potential funding sources that can be used for bicycle projects, programs and plans from all levels of government.
This section covers federal, state, regional and local sources of funding, as well as some non- traditional funding sources that may be used for bicycle projects.
5.1 FEDERAL FUNDING SOURCES
The primary federal source of surface transportation funding, including bicycle and pedestrian facilities, is the Safe, Accountable, Flexible, Efficient, Transportation Equity Act: A Legacy for Users.
This Federal bill was established by Congress in 1991 with the Intermodal Surface Transportation Efficiency Act, and renewed in 1998 and extended in 2003 through the Transportation Equity Act for the 21st Century and the Safe, Accountable, Flexible, and Efficient Transportation Equity Act of 2003. Also known as the Federal Transportation Bill, it was passed in 2005 and authorizes federal surface transportation programs for the five-year period.
In late September 2009, as the 2005 federal transportation bill (SAFETEA-LU) was set to expire, a debate emerged in Congress regarding the length of time to extend the current bill while new policy is created. Rather than a simple reauthorization of existing policy, a new bill is being crafted with new policies and funding formulas, in recognition of the urgency of national needs -- obesity prevention, escalating fuel prices, the need for energy independence from Middle East oil, and perhaps most important, the battle against global climate change. In December 2009 Congress voted to extend the current bill until September 2010.
Federal funding is administered through the state (Caltrans and the State Resources Agency) and regional planning agencies. Most, but not all, of these funding programs are oriented toward transportation City of Grover Beach Bicycle Master Plan
39 versus recreation, with an emphasis on reducing auto trips and providing inter-modal connections. Many Federal programs require a local match of between 10-20%. Federal funding is intended for capital improvements and safety and education programs and projects must relate to the surface transportation system.
Federal Lands Highway Funds
Federal Lands Highway Funds may be used to build bicycle and pedestrian facilities in conjunction with roads and parkways at the discretion of the department charged with administration of the funds. The projects must be transportation-related and tied to a plan adopted by the State and Metropolitan Planning Organization.
Federal Lands Highway Funds may be used for planning and construction and is managed by the United States Department of Transportation.
Transportation, Community and System Preservation Program The Transportation, Community and System Preservation Program provides federal funding for transit oriented development, traffic calming and other projects that improve the efficiency of the transportation system, reduce the impact on the environment, and provide efficient access to jobs, services and trade centers. The program is intended to provide communities with the resources to explore the integration of their transportation system with community preservation and environmental activities. The Program funds require a 20% match and can be applied to planning, design and construction and is administered through the Federal Highway Administration.
Land and Water Conservation Fund
The Land and Water Conservation Fund is a federally funded program that provides grants for planning and acquiring outdoor recreation areas and facilities. The Fund is administered by the National Parks Service and the California Department of Parks and Recreation and has been reauthorized until 2015. Cities, counties and districts authorized to acquire, develop, operate and maintain park and recreation facilities are eligible to apply. The application deadline is in May, and applicants must fund the entire project, and will be reimbursed for 50% of costs. Property acquired or developed under the program must be retained in perpetuity for public recreational use.
City of Grover Beach Bicycle Master Plan
40 Congestion Mitigation and Air Quality Improvement Program (CMAQ) CMAQ Funds are directed to transportation projects and programs which contribute to the attainment or maintenance of National Ambient Air Quality Standards in non-attainment or air quality maintenance areas for ozone, carbon monoxide, or particulate matter under provisions in the Federal Clean Air Act.
Eligible projects include bicycle facilities.
Highway Safety Improvement Program (HSIP)
The Highway Safety Improvement Program is managed locally by Caltrans. For a project to be eligible for HSIP funds, the project must be on any public road, publicly owned bicycle, pedestrian pathway, or trail. Projects must identify a specific safety problem that can be corrected or be improved substantially.
Regional Surface Transportation Program (RSTP)
Regional Surface Transportation Program (RSTP) funding is distributed based on population, among the urbanized and nonurbanized areas of the State through Metropolitan Planning Organizations (MPOs) and Regional Transportation Planning Agencies (RTPAs). Bicycle facilities are eligible for funding through this federally administered program.
Safe Routes to School (SRTS)
Eligible projects fall under the category of infrastructure (capital improvements), or non-infrastructure (education, encouragement, enforcement). Infrastructure projects must be located within a two mile radius of a grade school or middle school. Local Caltrans representatives serve as the administrative authority on SRTS projects.
Transportation Enhancements (TE)
Federal Transportation Enhancement funds are to be used for transportation- related capital improvement projects that enhance quality-of-life, in or around transportation facilities. Facilities that qualify for TE funds include bicycle safety, education and facility projects. Transportation Enhancements projects are managed locally by Caltrans.
City of Grover Beach Bicycle Master Plan
41 5.2 STATEWIDE FUNDING SOURCES
Bicycle Transportation Account
The Bicycle Transportation Account provides state funding for local projects that improve the safety and convenience of bicycling for transportation. Because of its focus on transportation, Bicycle Transportation Account projects must provide a demonstrable level of utility for transportation purposes. For example, all in-town onstreet and paved bikeways would be good candidates for funding.
Funds are available for both planning and construction. Bicycle Transportation Account funding is administered by Caltrans and cities and counties must have an adopted Bicycle Transportation Plan in order to be eligible. The maximum amount available through the Bicycle Transportation Account is $1.2 million dollars, cities and counties are eligible to apply. All projects must be designed to the standards outlined in Chapter 1000 of the Highway Design Manual.
The application deadline is in December.
Community Based Transportation Planning Demonstration
Grant Program
This fund, administered by Caltrans, provides funding for projects that exemplify livable community concepts including bicycle improvement projects. Eligible applicants include local governments, metropolitan planning organizations and regional transportation planning agencies. A 20% local match is required and projects must demonstrate a transportation component or objective. There is $3 million available annually statewide. The application deadline is in October.
Safe Routes to School (SR2S)
To be eligible for SR2S funds, the project must be located on any state highway or on any local road. Projects must correct an identified safety hazard or problem on a route that students use for trips to and from school. Up to 10 percent of the project’s cost can fund a non infrastructure component that supports the infrastructure project. Only cities and counties are eligible to compete for funds.
State Transportation Improvement Program (STIP) All STIP projects must be capital projects (including project development costs) needed to improve transportation. Eligible projects include bicycle facility improvements and improved access to transit and are administered by Caltrans.
City of Grover Beach Bicycle Master Plan
42 Transportation Development Act
Transportation Development Act Article 3 funds are state block grants awarded monthly to local jurisdictions for transit, bicycle and pedestrian projects in California by Caltrans. Funds for pedestrian projects originate from the Local Transportation Fund, which is derived from a ¼ cent of the general state sales tax. Local Transportation Funds are returned to each county based on sales tax revenues. Article 3 of the Transportation Development Act sets aside 2% of the Local Transportation Funds for bicycle and pedestrian projects. Eligible pedestrian and bicycle projects include:
construction and engineering for capital projects; maintenance of bikeways; bicycle safety education programs (up to 5% of funds); and development of comprehensive bicycle or pedestrian facilities plans. A city may use these funds to update their bicycle and pedestrian plan not more than once every five years. These funds may be used to meet local match requirements for federal funding sources. Application deadlines vary within county transportation agencies.
5.3 LOCAL AND REGIONAL FUNDING SOURCES
Developer Impact Fees
Traffic Impact Fees placed on new development typically cover the ultimate build-out of roadways associated with project
improvements. The fees are reviewed and updated by the City periodically to reflect current economic conditions and costs to improve.
5.4 NON-TRADITIONAL FUNDING SOURCES
The Community Development Block Grant program provides money for streetscape revitalization, which may be largely comprised of pedestrian improvements. Federal Community Development Block Grant grantees may “use [these] funds for activities that include (but are not limited to): acquiring real property; reconstructing or rehabilitating housing and other property; building public facilities and improvements, such as streets, sidewalks, community and senior citizen centers and recreational facilities, paying for planning and administrative expenses, such as costs related to developing a consolidated plan and managing Community Development Block Grant funds; provide public services for youths, seniors, or the disabled; and initiatives such as neighborhood watch programs.” City of Grover Beach Bicycle Master Plan
43 Appendix A
State Highway Code
Full text of Streets and Highways code,
Section 890-894.2
890. It is the intent of the Legislature, in enacting this article, to establish a bicycle transportation system. It is the further intent of the Legislature that this transportation system shall be designed and developed to achieve the functional commuting needs of the employee, student, business person, and shopper as the foremost consideration in route selection, to have the physical safety of the bicyclist and bicyclist's property as a major planning component, and to have the Town or county to accommodate bicyclists of all ages and skills.
890.2. As used in this chapter, "bicycle" means a device upon which any person may ride, propelled exclusively by human power through a belt, chain, or gears, and having either two or three wheels in a tandem or tricycle arrangement.
890.3. As used in this article, "bicycle commuter" means a person making a trip by bicycle primarily for transportation purposes, including, but not limited to, travel to work, school, shopping, or other destination that is a center of activity, and does not include a trip by bicycle primarily for physical exercise or recreation without such a destination.
890.4. As used in this article, "bikeway" means all facilities that provide primarily for bicycle travel. For purposes of this article, bikeways shall be categorized as follows:
(a) Class I bikeways, such as a "bike path," which provide a completely separated right-of-way designated for the exclusive use of bicycles and pedestrians with cross flows by motorists minimized. (b) Class II bikeways, such as a "bike lane," which provide a restricted right-of-way designated for the exclusive or semi-exclusive use of bicycles with through travel by motor vehicles or pedestrians prohibited, but with vehicle parking and cross flows by pedestrians and motorists permitted.
(c) Class III bikeways, such as an on-street or off-street "bike route," which provide a right-of-way designated by signs or permanent markings and shared with pedestrians or motorists.
890.6. The department, in cooperation with county and Town governments, shall establish minimum safety design criteria for the planning and construction of bikeways and roadways where bicycle travel is permitted. The criteria shall include, but not be limited to, the design speed of the facility, minimum widths and clearances, grade, radius of curvature, pavement surface, actuation of automatic traffic control devices, drainage, and general safety. The criteria City of Grover Beach Bicycle Master Plan
44 shall be updated biennially, or more often, as needed. 890.8. The department shall establish uniform specifications and symbols for signs, markers, and traffic control devices to designate bikeways, regulate traffic, improve safety and convenience for bicyclists, and alert pedestrians and motorists of the presence of bicyclists on bikeways and on roadways where bicycle travel is permitted.
891. All Town, county, regional, and other local agencies responsible for the development or operation of bikeways or roadways where bicycle travel is permitted shall utilize all minimum safety design criteria and uniform specifications and symbols for signs, markers, and traffic control devices established pursuant to Sections 890.6 and 890.8.
891.2. A Town or county may prepare a bicycle transportation plan, which shall include, but not be limited to, the following elements:
(a) The estimated number of existing bicycle commuters in the plan area and the estimated increase in the number of bicycle commuters resulting from implementation of the plan.
(b) A map and description of existing and proposed land use and settlement patterns which shall include, but not be limited to, locations of residential neighborhoods, schools, shopping centers, public buildings, and major employment centers.
(c) A map and description of existing and proposed bikeways. (d) A map and description of existing and proposed end-of-trip bicycle parking facilities. These shall include, but not be limited to, parking at schools, shopping centers, public buildings, and major
employment centers.
(e) A map and description of existing and proposed bicycle transport and parking facilities for connections with and use of other transportation modes. These shall include, but not be limited to, parking facilities at transit stops, rail and transit terminals, ferry docks and landings, park and ride lots, and provisions for transporting bicyclists and bicycles on transit or rail vehicles or ferry vessels.
(f) A map and description of existing and proposed facilities for changing and storing clothes and equipment. These shall include, but not be limited to, locker, restroom, and shower facilities near bicycle parking facilities.
(g) A description of bicycle safety and education programs conducted in the area included within the plan, efforts by the law enforcement agency having primary traffic law enforcement responsibility in the area to enforce provisions of the Vehicle Code pertaining to bicycle operation, and the resulting effect on accidents involving bicyclists.
(h) A description of the extent of citizen and community involvement in development of the plan, including, but not limited to, letters of support.
(i) A description of how the bicycle transportation plan has been coordinated and is consistent with other local or regional transportation, air quality, or energy conservation plans, including, but not limited to, programs that provide incentives for bicycle City of Grover Beach Bicycle Master Plan
45 commuting.
(j) A description of the projects proposed in the plan and a listing of their priorities for implementation.
(k) A description of past expenditures for bicycle facilities and future financial needs for projects that improve safety and convenience for bicycle commuters in the plan area.
891.4. (a) A Town or county that has prepared a bicycle transportation plan pursuant to Section 891.2 may submit the plan to the county transportation commission or transportation planning agency for approval. The Town or county may submit an approved plan to the department in connection with an application for funds for bikeways and related facilities which will implement the plan. If
the bicycle transportation plan is prepared, and the facilities are proposed to be constructed, by a local agency other than a Town or county, the Town or county may submit the plan for approval and apply for funds on behalf of that local agency.
(b) The department may grant funds applied for pursuant to subdivision (a) on a matching basis which provides for the applicant's furnishing of funding for 10 percent of the total cost of constructing the proposed bikeways and related facilities. The funds may be used, where feasible, to apply for and match federal grants or loans. 891.5. The Sacramento Area Council of Governments, pursuant to subdivision (d) of Section 2551, may purchase, operate, and maintain call boxes on Class I bikeways.
891.8. The governing body of a Town, county, or local agency may do all of the following:
(a) Establish bikeways.
(b) Acquire, by gift, purchase, or condemnation, land, real property, easements, or rights-of-way to establish bikeways. (c) Establish bikeways pursuant to Section 21207 of the Vehicle Code.
892. (a) Rights-of-way established for other purposes by cities, counties, or local agencies shall not be abandoned unless the governing body determines that the rights-of-way or parts thereof are not useful as a non-motorized transportation facility.
(b) No state highway right-of-way shall be abandoned until the department first consults with the local agencies having jurisdiction over the areas concerned to determine whether the right-of-way or part thereof could be developed as a non-motorized transportation facility. If an affirmative determination is made, before abandoning the right-of-way, the department shall first make the property available to local agencies for development as non-motorized transportation facilities in accordance with Sections 104.15 and 887.6 of this code and Section 14012 of the Government Code. 892.2. (a) The Bicycle Transportation Account is continued in existence in the State Transportation Fund, and, notwithstanding
Section 13340 of the Government Code, the money in the account is continuously appropriated to the department for expenditure for the purposes specified in Section 892.4. Unexpended moneys shall be City of Grover Beach Bicycle Master Plan
46 retained in the account for use in subsequent fiscal years. (b) Any reference in law or regulation to the Bicycle Lane Account is a reference to the Bicycle Transportation Account.
892.4. The department shall allocate and disburse moneys from the Bicycle Transportation Account according to the following priorities:
(a) To the department, the amounts necessary to administer this article, not to exceed 1 percent of the funds expended per year. (b) To counties and cities, for bikeways and related facilities, planning, safety and education, in accordance with Section 891.4. 892.5. The Bikeway Account, created in the State Transportation Fund by Chapter 1235 of the Statutes of 1975, is continued in effect, and, notwithstanding Section 13340 of the Government Code, money in the account is hereby continuously appropriated to the department for expenditure for the purposes specified in this chapter. Unexpended money shall be retained in the account for use in subsequent fiscal years.
892.6. The Legislature finds and declares that the construction of bikeways pursuant to this article constitutes a highway purpose under Article XIX of the California Constitution and justifies the expenditure of highway funds therefore.
893. The department shall disburse the money from the Bicycle Transportation Account pursuant to Section 891.4 for projects that improve the safety and convenience of bicycle commuters, including, but not limited to, any of the following:
(a) New bikeways serving major transportation corridors. (b) New bikeways removing travel barriers to potential bicycle commuters.
(c) Secure bicycle parking at employment centers, park-and-ride lots, rail and transit terminals, and ferry docks and landings. (d) Bicycle-carrying facilities on public transit vehicles. (e) Installation of traffic control devices to improve the safety and efficiency of bicycle travel.
(f) Elimination of hazardous conditions on existing bikeways. (g) Planning.
(h) Improvement and maintenance of bikeways.
In recommending projects to be funded, due consideration shall be given to the relative cost effectiveness of proposed projects. 893.2. The department shall not finance projects with the money in accounts continued in existence pursuant to this article which could be financed appropriately pursuant to Article 2 (commencing with Section 887), or fully financed with federal financial assistance. 893.4. If available funds are insufficient to finance completely any project whose eligibility is established pursuant to Section 893, the project shall retain its priority for allocations in subsequent fiscal years.
893.6. The department shall make a reasonable effort to disburse funds in general proportion to population. However, no applicant City of Grover Beach Bicycle Master Plan
47 shall receive more than 25 percent of the total amounts transferred to the Bicycle Transportation Account in a single fiscal year. 894. The department may enter into an agreement with any Town or county concerning the handling and accounting of the money disbursed pursuant to this article, including, but not limited to, procedures to permit prompt payment for the work accomplished.
894.2. The department, in cooperation with county and Town governments, shall adopt the necessary guidelines for implementing this article.
City of Grover Beach Bicycle Master Plan
48 Appendix B
Design Guidelines
DESIGN GUIDELINES
This section provides basic bikeway planning and design guidelines for use in developing bikeway system and support facilities. Where noted, designs are for elements required by the State of California for compliance with Caltrans Highway Design Manual Chapter 1000 “Bikeway Planning and Design” guidelines. Otherwise, these guidelines include additional recommendations, providing information on optional design treatments. Although this information meets Caltrans requirements it is not intended to state a minimum or maximum accommodation or to replace any existing adopted roadway design guidelines.
Also included in this Chapter, are experimental or nonstandard best practices with information about optional innovative bikeways and support facilities that have not been adopted by the Manual of Uniform Traffic Control Devices (MUTCD) or State of California for use in California and do not meet Caltrans Chapter 1000 design requirements. All facility designs are subject to Public Works engineering design review and approval.
Bikeway Facility Classifications
According to Caltrans, the term “bikeway” encompasses all facilities that provide primarily for bicycle travel. Caltrans has defined three types of bikeways in Chapter 1000 of the Highway Design Manual: Class I, Class II, and Class III. For each type of bikeway facility both “Design Requirements” and “Additional Design Recommendations” are provided. “Design Requirements” contain requirements established by Caltrans Chapter 1000 “Bikeway Planning and Design.” “Additional Design Recommendations” are provided as guidelines to assist with design and implementation of facilities and include alternate treatments approved or recommended but not required by Caltrans.
Class I Bikeway Design
Typically called a “bike path” or “shared use path,” a Class I bikeway provides bicycle travel on a paved right-of-way completely separated from any street or highway. The recommended width of a shared use path is dependent upon anticipated usage:
• 8 feet (2.4 m) is the minimum width for Class I facilities • 8 feet (2.4 m) may be used for short neighborhood connector paths (generally less than one mile in length) due to low anticipated volumes of use
• 10 feet (3.0 m) is the recommended minimum width for a typical two-way bicycle path
Bicycle Facility Design Guidelines
• 12 feet (3.6 m) is the preferred minimum width if more than 300 users per peak hour are anticipated, and/or if there is heavy mixed bicycle and pedestrian use a minimum 2 feet (0.6 m) wide graded area must be provided adjacent to the path to provide clearance from trees, poles, walls, guardrails, etc. On facilities with expected heavy use, a yellow centerline stripe is recommended to separate travel in opposite directions.
Class I Bikeway Crossing Designs
At–Grade Intersection
When shared-use paths cross streets, proper design should be developed on the pathway as well as on the roadway to alert bicyclists and motorists of the crossing. Sometimes on larger streets, at midblock pathway crossing locations Bicycle Facility Design Guidelines
an actuated signal is necessary. A signal allows bicyclists a clear crossing of a multi-lane roadway. If a signal is or is not needed, appropriate signage and pavement markings should be installed, including stop signs and bike crossing pavement markings.
Overcrossings
Overcrossings are also an important component of bikeway design. Barriers to bicycling often include freeways, complex interchanges, and rivers. When a route is not available to cross these barriers a bicycle overcrossing is necessary.
Some design considerations for overcrossings include:
• Pathways must be a minimum 6 feet wide, with a preferred width of 8 or 10 feet wide
• Slope of any ramps must comply with ADA Guidelines
• Screens are often a necessary buffer between vehicle traffic and the bicycle overcrossing
Class II Bikeway Design
Often referred to as a “bike lane,” a Class II bikeway provides a striped and stenciled lane for one-way travel on either side of a street or highway. To provide bike lanes along corridors where insufficient space is currently available, extra room can be provided by removing a traffic lane, narrowing traffic lanes, or prohibiting parking. The width of the bike lanes vary according to parking and street conditions. Note that these dimensions are for reference only, may not meet City of Standards and are subject to engineering design review.
• 4 feet (1.2 m) minimum if no gutter exists, measured from edge of pavement
• 5 feet (1.5 m) minimum with normal gutter, measured from curb face; or 3' (0.9 m) measured from the gutter pan seam
5%-100’
5%-300’
5%-400’
5%-400’
Bicycle Facility Design Guidelines
• 5 feet (1.5 m) minimum when parking stalls are marked • 11 feet (3.3 m) minimum for a shared bike/parking lane where parking is permitted but not marked on streets without curbs; or 12 feet (3.6 m) for a shared lane adjacent to a curb face.
Class II Intersection Design-Signalized Intersections
Intersections represent a primary collision point for bicyclists. Small intersections with few lanes are relatively easy to manage. Large, multi-lane intersections are more difficult for bicyclists to travel through than smaller, two-lane intersections.
Challenges and potential solutions for bicyclists’ at large signalized intersections include:
• Signals may not be timed to allow slower-moving bicyclists to travel across the intersection. Solution: Bicycle adaptive signal timing.
Bicycle Facility Design Guidelines
• Loop detectors or video detection that is used to actuate the signal may not be calibrated to detect bicyclists. Solution: Design standard of bike loop use.
• Bicyclists may not know how to actuate the signal using loop detectors, even if it is calibrated. Solution: Use of bike loop detector symbol. • Bicyclists who are traveling straight may have to merge across motor vehicle traffic that is turning right from a right-turn lane. Solution: Bike lane pockets at intersections, between through and right turn lanes.
Design treatments can help bicyclists travel through intersections and alert motorists of bicyclists’ presence. Good intersection design alerts motorist to bicyclists, indicates to motorists and bicyclists where bicyclists may ride, and guides bicyclists through intersections. This treatment provides a design for where a roadway with Class II bike lanes intersects with a road at a signalized intersection.
Bicycle Actuated Signals & Adaptive Signal Timing
Making intersections more “friendly” to bicyclists, involves modifying how they operate. Improved signal timing, calibrating loop detectors to detect bicyclists, and camera detection makes intersections easier for bicyclists to cross intersections. Loop detectors are installed within the roadway to allow the metal of a motor vehicle to trigger a change in the traffic signal. Many standard motor vehicle loop detectors can be calibrated to detect bicycles.
This allows the bicyclist to stay within the lane of travel and avoid maneuvering to the side of the road to trigger a push button. Signals can be configured so that if a bicycle is detected, an extended green time can be provided.
Signal Timing
Cities often apply signal timing techniques to enhance bicycle travel along major streets. For instance, closely-spaced signals (e.g., along one-way streets in City areas) can be timed to match bicyclists’ travel speeds. Signals timed for speeds of 12 to 16 MPH enable most bicyclists to ride comfortably with traffic. Signal timing should also take into account the necessary time needed for a bicyclist to cross a wide intersection. Activation devices can also be used on a roadway approach to prolong the green phase and extend the time needed for a bicyclist to clear the intersection. Standards suggest Bicycle Facility Design Guidelines
intersections utilize markings to indicate the location where a bicyclist is to be positioned in order to actuate a signal. Adjacent signage is also recommended to emphasize the connection between the marking and the signal.
Right-Turn Only Lanes
Right-turn only lanes can present challenges for bicyclists traveling through an intersection. Bicyclists must merge to the left to position themselves in the through travel lane. Jurisdictions will sometimes stripe bike lanes on the rightside of right-turn only lanes, which places the through-cyclist in direct conflict with a right-turning vehicle. The appropriate treatment for right-turn only lanes is to either drop the bike lane entirely approaching the right-turn lane, or to place a bike lane pocket between the right-turn lane and the right-most through lane.
Freeway Ramps
Freeway on- and off-ramp crossings present a potential conflict zone for bicyclists and motorists, as bicycle lanes are typically dropped and bicyclists must merge across travel lanes where vehicles are accelerating or decelerating from freeway speeds. The appropriate bicyclist behavior is to merge left away so as to be positioned in the through lane well before the mouth of the on-ramp, and to remain out away from the curb until past the off-ramp. Implementation of interchange improvements requires coordination with Caltrans regarding placement of signage and striping because these areas are in Caltrans’ right-ofway. Three guidelines for these improvements are:
• The bicycle merge should begin 250 feet in advance of the freeway onBicycle Facility Design Guidelines ramp.
• Appropriate signage and striping should be used to warn bicyclists and motorists of the merge.
• Bicycle improvements to freeway ramps
At-Grade Railroad Crossings
City of has at-grade railroad crossings for existing and proposed bikeways. If bicyclists do not ride at a 90 degree angle over the tracks, bicyclists’ wheels can catch in the tracks and potentially lead to a collision.
Class III Bikeway Design
Generally referred to as a “bike route,” a Class III bikeway provides routes through areas not served by Class I or II facilities or to connect discontinuous segments of a bikeway. Class III facilities can be shared with either motorists on roadways or pedestrians on a sidewalk (not advisable) and is identified only by signing. There are no recommended minimum widths for Class III facilities, but when encouraging bicyclists to travel along selected routes, traffic speed and volume, parking, traffic control devices, and surface quality should be acceptable for bicycle travel.
Although it is not a requirement, a wide outside traffic lane (14 feet) is typically preferable to enable cars to safely pass bicyclists without crossing the centerline. Caltrans Chapter 1000 provides details regarding the design requirements for placement and spacing of bicycle route signage.
On-Street Regulatory & Warning Bike Signs
Signage for on-street bikeways includes standard BIKE LANE and BIKE ROUTE signage, as well as supplemental signage such as SHARE THE ROAD and warning signage for constrained bike lane conditions. Signage should be installed on existing signposts if possible, reducing visual clutter along the path or roadway.
Shared Roadway Bicycle Marking
Recently, Shared Lane Marking stencils have been introduced for use in California as an additional treatment for Class III facilities. The stencil can serve a number of purposes, such as making motorists aware of bicycles potentially in their lane, showing bicyclists the direction of travel, and, with proper placement, reminding bicyclists to bike further from parked cars to prevent “dooring” collisions.
Bicycle Facility Design Guidelines
Bike Route Signage
In addition to wayfinding signs, bike route network signage that uses the California Manual of Uniform Traffic Control Devices (CAMUTCD) standard should be used by local jurisdictions. Route numbering for these signs should be coordinated with neighboring jurisdictions where bikeways cross borders. Most commonly, they show the route number and the corresponding direction.
For bike route signs, CAMUTCD requires a green background and white lettering. The top portion of the sign is customizable for the City or region where it is located.
Multi-Use Path Signs
Local jurisdictions should work together to create a sign system for the multiuse path network. It is an expanding network that could link with many destinations countywide. Signs could show destinations as well as proper traffic control. These signs could be coordinated with other on-street bicycle route signage. This system should encourage use of trails for recreational as well as functional bicycling trip-purposes. Helping bicyclists of all ages reach destinations easily.
Wrong-Way Signs
The local jurisdictions may want to consider additional signage on bikeways with high levels of wrong-way riding. The City of Sunnyvale, places wrong way riding signs on the back of bike lane signs to help prevent bicyclists using bicycle lanes in the wrong direction, riding against traffic.
Parallel Path Warning Signage
When paths are located parallel and adjacent to roadways, vehicles turning into and out of streets and driveways must cross the path. Conflicts between bicyclists and pedestrians and turning motorists are common at these types of intersections. Turning motor vehicles do not expect to see bicyclists or pedestrians coming in the opposite direction of traffic. Starting in the early 1990’s, the City of Denver, Colorado began using experimental warning signage at its parallel paths. The signage is modified from the standard MUTCD railroad warning signage. Experimental signage, similar to the Denver parallel path warning signs, could help alert motorists to the presence of bicyclists and pedestrians on parallel paths.
Bicycle Facility Design Guidelines
Short Term Bicycle Parking
Short term bicycle parking facilities are best used to accommodate visitors, customers, messengers and others expected to depart within two hours. Bicycle racks provide support for the bicycle but do not have locking mechanisms.
Racks are relatively low-cost devices that typically hold between two and eight bicycles, allow bicyclists to securely lock their frames and wheels, are secured to the ground, and should be located in highly visible areas, preferably at the Bicycle Facility Design Guidelines
front of a building. They are usually located at schools, commercial locations, and activity centers such as parks, libraries, retail locations, and civic centers.
Bike Rack Guidelines
Bicycle racks should be installed in accordance to the Association of Pedestrian and Bicycle Professionals Bicycle Parking Guidelines (http://www.apbp.org/? page=Publications) with the following guidelines in mind:
• The rack element (part of the rack that supports the bike) should keep the bike upright, supporting the frame in two places and allowing one or both wheels to be secured.
•
• Install racks so there is enough room between adjacent parked bicycles. If it becomes too difficult for a bicyclist to easily lock their bicycle, they may park elsewhere. A row of inverted “U” racks should be installed with 15 inches minimum between racks.
• Empty racks should not pose a tripping hazard for visually impaired pedestrians. Position racks out of the walkway’s clear zone. When possible, racks should be in a covered area protected from the elements.
Bicycle Facility Design Guidelines
• Long-term parking should always be protected.
• Generally, ‘U’ type racks bolted into the sidewalk are preferred and should be located intermittently or in front of key destinations. • Bicycle racks should be installed to meet ADA standards and not block pedestrian through traffic.
The City may want to consider / encourage custom racks that can serve not only as Bicycle racks, but also public artwork.
Long Term Bicycle Parking
Long-term bicycle parking facilities accommodate employees, students, residents, commuters, and others that typically expect to park for more than two hours. These parking facilities should be provided in a secure, weather protected manner and location.
For long-term parking, the City may want to consider / encourage bicycle lockers. Bicyclists are usually more comfortable storing bicycles in lockers for long periods because they offer increased security and protection from natural elements. Although they may be more expensive to install, they can make the difference for commuters deciding whether or not to bicycle. The park and ride lot located on the east side of the Horseshoe Bar Road interchange and the park and ride / bus transfer lot at the rail station are excellent opportunities to locate long term bike parking facilities.
Lockers can be controlled with traditional key systems or through more elaborate subscription systems. Subscription locker programs, like e-lockers, or park-by-phone systems allow even more flexibility within locker use. Instead of restricting access for each patron to a single locker, subscribers can gain access to all lockers within a system, controlled by magnetic access cards, or caller ID.
These programs typically have fewer administrative costs because they simplify or eliminate key management and locker assignment.
Pavement Marking Guidelines
The following exhibits are from the California MUTCD and depict typical striping, signage and marking for all bikeway facilities.
Bicycle Facility Design Guidelines
CLASS II BIKEWAY MARKING DIMENSIONS
Bicycle Facility Design Guidelines
CLASS II BIKEWAY MARKINGS LOCATIONS
Bicycle Facility Design Guidelines
CLASS III BIKEWAY SIGNAGE LOCATIONS
Source:California MUTCD FIGURE 9B−6
Bicycle Facility Design Guidelines
Agenda Item No. 15
CITY COUNCIL STAFF REPORT
TO: Honorable Mayor and City Council DATE: June 26, 2023 FROM: Matthew Bronson, City Manager
PREPARED BY: Greg Ray, Public Works Director/City Engineer Erin Wiggin, CIP Manager
SUBJECT: West Grand Avenue Streetscape 4th-8th Street (CIP 2287) Project Update
RECOMMENDATION
Review final draft plans for the West Grand Avenue Streetscape Project (CIP 2287) and provide direction to staff.
BACKGROUND
The City has placed significant emphasis on improving the West Grand Avenue corridor as part of the “Economic Development and Community Promotion” Major City Goal and West Grand Avenue Master Plan. Previous enhancements to West Grand Avenue included work from Highway 1 west to the beachfront area and from 2nd to 4th Street and from 8th to 11th Street. These improvements included landscaped medians, street trees, corner ramps and streetlights consistent with the Master Plan. The Council reviewed the Master Plan on February 9, 2021 and provided direction to focus the next phase of improvements on the section from 4th to 8th Street to include a landscaped center median and street trees and other streetscape improvements along with pavement rehabilitation. The Council reaffirmed this direction on October 21, 2021 to proceed with the West Grand Avenue Streetscape Project (CIP 2287) from 4th to 8th Street in FY 2022-23 given the significant redevelopment opportunities on this section of West Grand Avenue.
On June 27, 2022, the Council awarded a design contract to BKF Engineers to develop the project design and bid documents for this project. In August, the City was awarded a $1.5M Community Betterments Grant from the San Luis Obispo Council of Governments (SLOCOG) in recognition of the development opportunities related to this project, particularly with housing. Staff recently learned that the amount of this grant award will actually be approximately $1.8M. This grant helped provide funding for the project and allowed for expanding the scope to include the design and construction of storm drains on this section of West Grand Avenue. Staff is working with BKF Engineers to develop the design while using the West Grand Avenue Master Plan as a guide.
The project design scope includes the following items:
• Pedestrian improvements such as curb ramps, bulb outs, pedestrian beacons and sidewalk improvements at select locations
• Class 2 bike lanes including green lanes at intersections • Decorative concrete at crosswalks
• Drought-tolerant landscaped center medians and street trees • Pedestrian level streetlights
• Pavement rehabilitation
• Storm drain installation
Staff Report: West Grand Avenue Streetscape (CIP 2287) Project Update Page 2 June 26, 2023
The streetscape project is intended to create a sense of place and an enticement for residents to live, shop and stay within their community along with also attracting visitors to the city. West Grand Avenue is also an emerging hub for new multi-family housing and commercial development in Grover Beach and the streetscape improvements will support these developments. As an example, there are pending mixed-use housing developments at 402 West Grand Avenue and 401 West Grand Avenue that include nearly 100 new housing units and ground-level retail space. 402 West Grand Avenue has been approved with construction beginning this summer while 401 West Grand Avenue was recently submitted as a development application.
Attachment 1 shows the final draft design plans for the West Grand Avenue Streetscape Project.
Based on earlier Council direction, BKF has designed corner bulb outs at both 4th Street and 6th Street. The bulb outs are intended to reduce the pedestrian crossing distance, but that objective is balanced with a need to provide for appropriate truck turning movements. Part of that balance includes eliminating U-turns at these intersections; however, U-turns will be permitted at 5th and 7th Streets. The design also eliminates the unprotected pedestrian crosswalks at the intersections at 5th and 7th Streets to encourage pedestrians to utilize the enhanced safety crosswalks at 4th and 6th Street. In addition to bulb-outs, enhanced paving and improved striping, the design will include a pedestrian beacon at 6th Street similar to the pedestrian beacon installed at 3rd Street.
On December 5, 2022, staff presented surface treatment options for the enhanced crosswalks at 4th and 6th streets. The City currently has Lithocrete crosswalks on West Grand Avenue at 2nd and 3rd Streets and at the train station entrance. Lithocrete is attractive but difficult to maintain as there are only two companies in California that have been able to install Lithocrete and they are unable to provide reasonable repairs given the distance to their headquarters in Southern California. At the December meeting, Council recommended proceeding with concrete pavers instead with a consensus to use a vibrant color. However, after further research staff has found that the concrete pavers are only available in earth tones. The consultant found a paver product that could work but the product is still in the testing stages and will not be available in time for the project. Based on this information, staff is recommending a stamped asphalt surface with thermoplastic paint in a blue color to create a vibrant crosswalk. This will require more maintenance (painting) than Lithocrete, however the overall lifecycle costs fare better than the Lithocrete. A similar surface in a brick pattern and color was installed at the intersections around Ramona Garden Park and has lasted almost 20 years with no maintenance as shown in Attachment 2.
Staff is providing this opportunity for additional Council input on proposed design elements such as the bulb-outs, U-turns and crosswalk locations and final direction regarding the decorative paving treatment recommended for the crosswalks. Following this meeting, staff will work with the consultant to finish the design and prepare for construction bidding. The project is anticipated to begin construction in late summer/fall and last between 6-8 months dependent on weather. Staff will carry out a comprehensive communications effort during the construction process to inform affected businesses and property owners about the work and related traffic disruptions. This communication will build on an initial community meeting that staff held in September 2022 with affected businesses and property owners.
FISCAL IMPACT
The current cost estimate for the project (including design) is approximately $4.2 million with the addition of the storm drain. The Capital Improvement Program for FY 2023-2024 includes nearly $2M in funding from the General Fund along with funding from the Gas Tax, SB1, and SLOCOG Community Betterment Grant.
Staff Report: West Grand Avenue Streetscape (CIP 2287) Project Update Page 3 June 26, 2023
ALTERNATIVES
The Council has the following alternatives to consider:
1. Review the proposed concept plans for the West Grand Avenue Streetscape project (CIP 2287) and provide staff direction; or
2. Provide staff with additional direction
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act. A copy of this staff report was provided to individuals who attended the community meeting in September along with other stakeholders and property owners with development projects along this section of West Grand Avenue.
Attachments
1. Design Drawing
2. Photo of Stamped Asphalt
Attachment 1
Attachment 2