Healdsburg City Council
June 16, 2025

CITY OF HEALDSBURG

CITY COUNCIL/REDEVELOPMENT SUCCESSOR AGENCY

REGULAR MEETING AGENDA
City Hall Council Chamber Meeting Date: June 16, 2025
401 Grove Street Time: 6:00 PM
Healdsburg, CA 95448 Date Posted: June 11, 2025
(707) 431-3317
www.healdsburg.gov
Vice Mayor Herrod will be participating in the meeting remotely from OU Inn
331 Richland Avenue
Athens, OH 45701
The agenda shall be posted at this location
To join by computer, tablet, or mobile device:

Go to https://zoom.us/join and type in the Webinar ID: 815 8894 3494 or follow this link:
healdsburg.gov/zoom (Pre-registration for the meeting is not required.) To view the agenda online, visit healdsburg.gov/agendas. To view the Council Meeting PowerPoint presentations or correspondence received after the agenda packet has been posted, visit healdsburg.gov/presentations. To electronically submit correspondence regarding an item on the agenda, please email [email protected]. Documents and correspondence received 72 hours prior to the meeting will be posted by 10:00 a.m. the following business day. .

1. CALL TO ORDER/ROLL CALL
A. Pledge of Allegiance
B. Approval of Agenda

2. REPORT ON CLOSED SESSION(S)

3. ANNOUNCEMENTS/PRESENTATIONS
A. Proclamation Declaring June 19, 2025 as Juneteenth in the City of Healdsburg B. Proclamation Declaring July 2025 as Disabilities Pride Month in the City of Healdsburg
C. Proclamation Declaring July 2025 as Parks Make Life Better Month in the City of Healdsburg
City Council/RSA Regular Meeting Agenda
June 16, 2025

D. Healdsburg Tourism Improvement District Annual Update Receive a presentation from the Healdsburg Chamber of Commerce on the Healdsburg Tourism Improvement District's Annual Update.

4. CITY MANAGER REPORTS

5. PUBLIC COMMENTS ON ITEMS ON THE CONSENT CALENDAR AND NON

AGENDA ITEMS
This time is set aside to receive comments from the public regarding matters of general interest not on the agenda, but related to City Council/RSA business. Pursuant to the Brown Act, however, the City Council cannot consider any issues or take action on any requests during this comment period. Public comment on non-agenda items is limited to thirty (30) minutes total for all speakers, with each speaker given no more than three (3) minutes. If there are more than ten (10) audience/public comment speakers, the Mayor may reduce each speaker’s time from three (3) minutes so that all speakers have an equal time to speak. At the Mayor’s discretion, the public comment period may be extended past 30 minutes. Members from the public wishing to speak on a Consent Agenda item should notify the Mayor during Public Comments.

6. CONSENT CALENDAR
The following items listed on the Consent Calendar are considered routine in nature or have been previously reviewed by the Council and require little or no further discussion by the Council, public, or applicant and action will be taken by the City Council by a single motion. A Councilmember may request that an item be removed from the Consent Calendar and action taken separately. Consent by a majority of the Councilmembers present will be required in order to remove the item. In the event an item is removed, the matter will be considered immediately following the adoption of the Consent Calendar.

A. Sonoma County Funding for Abel De Luna Community Center Multicultural Center Improvements
Adopt a Resolution approving a Grant Agreement between the City of Healdsburg and County of Sonoma Department of Emergency Management in the amount of $500,000 for improvements to the Abel De Luna Community Center, authorizing the City Manager to execute the Grant Agreement and amendments on behalf of the City, and amending the Fiscal Year 2024-25 Adopted Budget.

B. Fiscal Year 2025-2026 Investment Policy
Adopt a Resolution approving the City Investment Policy for Fiscal Year 2025-26.

C. Laura Fish Somersal Park Phase 1 - Fletcher Studio Contract for Design Development, Construction Documentation, and Bidding Support Services City Council/RSA Regular Meeting Agenda
June 16, 2025

Adopt a Resolution approving a Professional Services Agreement with Fletcher Studio in the amount of $824,675 for the preparation of design development drawings and construction documentation and bidding support services for Laura Fish Somersal Park Phase 1, and authorizing the City Manager to execute the agreement on the City’s behalf including amendments up to 10% of the original agreement.

D. L&M Village Lease Extension and Amendment to the Lease, Funding, and Service Agreement with Reach for Home
Adopt a Resolution approving the lease extension for the L&M Village with Reach for Home, approving an amendment to the Lease, Funding, and Service Agreement, and authorizing the City Manager to execute any documents necessary to effectuate the transaction.

E. Speed Limit Reduction Ordinance
Pass an Ordinance of the City Council of the City of Healdsburg amending Section

10.50.050 of the Healdsburg Municipal Code, Prima Facie Streets Established by Engineering and Traffic survey (Regarding Speed Limits in the City of Healdsburg).

F. Annual Striping and Signage Contract
Adopt a Resolution awarding the Striping and Signage Maintenance Contract to Bayside Stripe and Seal and authorizing the City Manager to Execute the Contract for a Not-ToExceed Amount of $75,000 for FY 25/26 and Four Annual Extensions for an Annual Not-To-Exceed Amount of $55,000.

G. Reorganization of the Water and Wastewater Utility Divisions and Adjustments to the Utilities Director Position
Adopt a Resolution approving the restructuring of the Water and Wastewater Utilities Division to report to the Public Works Department and reclassifying the Utilities Director position to the Electric Director on the Authorized Positions list.

H. L&M Village Quarterly Update
Receive the L&M Village Quarterly Update.

I. Approval of Minutes
By motion, approve the November 4, 2024 Regular Meeting Minutes, the November 18, 2024 Regular Meeting Minutes and the December 2, 2024 Special Meeting Minutes.

City Council/RSA Regular Meeting Agenda
June 16, 2025

7. PUBLIC HEARINGS
A. Landscaping and Lighting Assessment District

1. Hold a public hearing and receive public comments or protests on the Annual Engineer’s Report, the proposed budget, and proposed annual assessments for the Healdsburg Landscaping and Lighting Assessment District (Assessment District); and

2. Adopt a Resolution accepting the Annual Engineer’s Report, confirming the assessment diagram and annual assessment amounts, and the levying and collection of assessments for FY 25/26 for the Assessment District.

B. Resolution Ordering the Abatement of Weeds

1. Hold the public hearing; and

2. Adopt a resolution ordering the abatement of weeds.

C. City of Healdsburg Vacancies, Recruitment, and Retention Efforts pursuant to Assembly Bill 2561
Conduct a public hearing, receive an informational presentation, and accept the City's report on workforce vacancies, recruitment, and retention efforts pursuant to Assembly Bill 2561 and Government Code Section 3502.3.

8. OLD BUSINESS
A. March Avenue Reconstruction and Pedestrian Upgrades Project – Update Receive a presentation on the proposed March Avenue Reconstruction and Pedestrian Upgrades Project design and confirm Council support for proceeding with the final design.

9. NEW BUSINESS
A. Agreements with Development Group, Inc. for 7-year Rubi Network and Data Center Refresh and Camera System Migration
Adopt a Resolution authorizing the City Manager to negotiate and execute a seven-year service agreement with Development Group, Inc. for the Rubi Network and Data Center Refresh, with an annual cost of $694,668, a total seven-year base cost of $4,862,676, with a 3% contingency bringing the total not-to-exceed amount to $5,008,556 and authorizing the City Manager to execute a Purchase Order with Development Group, Inc. in the amount of $117,755.45 for the replacement, licensing, and migration of the City's Meraki Camera system to the Verkada Physical Security Platform.

City Council/RSA Regular Meeting Agenda
June 16, 2025

10. COUNCIL REPORTS ON MATTERS OF INTEREST OCCURRING SINCE

PREVIOUS REGULAR MEETING/EXPENSE REIMBURSEMENT REPORTS

11. ADJOURN CITY COUNCIL / RSA MEETING

12. FUTURE AGENDA ITEMS
A. Future Agenda Items for 2025
SB 343 - DOCUMENTS RELATED TO OPEN SESSION AGENDAS: Any writings or documents provided to a majority of the City Council/Redevelopment Successor Agency Board regarding any item on this agenda after the posting of this agenda and not otherwise exempt from disclosure, will be made available for public review in the City Clerk's Office located at City Hall, 401 Grove Street, Healdsburg, during normal business hours. If supplemental materials are made available to the members of the City Council/Redevelopment Successor Agency Board at the meeting, a copy will be available for public review at the City Hall Council Chambers, 401 Grove Street, Healdsburg, CA 95448.

These writings will be made available in appropriate alternative formats upon request by a person with a disability, as required by the Americans with Disabilities Act.

DISABLED ACCOMMODATIONS: The City of Healdsburg will make reasonable accommodations for persons having special needs due to disabilities. Please contact Raina Allan, City Clerk, at Healdsburg City Hall, 401 Grove Street, Healdsburg, California, 431-3317, at least 72 hours prior to the meeting, to ensure the necessary accommodations are made.

CIUDAD DE HEALDSBURG

CONSEJO DE LA CIUDAD/AGENCIA SUCESORA A LA DE
REURBANIZACIÓN
ORDEN DEL DÍA DE LA REUNIÓN ORDINARIA
Sala del Consejo del Ayuntamiento Fecha de la reunión: 16 de junio de 2025 401 Grove Street Hora: 6:00 PM
Healdsburg, CA 95448 Fecha de publicación: 11 de junio de 2025 (707) 431-3317
www.healdsburg.gov
El vicealcalde Herrod participará en la reunión de forma remota desde OU Inn
331 Richland Avenue
Athens, OH 45701
El orden del día se publicará en este lugar
Para unirse por computadora, tableta o dispositivo móvil:

Conéctate a https://zoom.us/join y escriba la clave del seminario web: 815 8894 3494 o siga este enlace: healdsburg.gov/zoom (No es necesario el registro previo para asistir a la reunión).

Para consultar el orden del día en línea, conéctese a healdsburg.gov/agendas. Para ver las presentaciones en PowerPoint de la reunión del Consejo o la correspondencia recibida después de que se haya publicado el paquete del orden del día, conéctese a healdsburg.gov/presentations.

Para enviar electrónicamente correspondencia sobre un tema del orden del día, envíe un correo electrónico a [email protected]. Los documentos y la correspondencia que se reciban 72 horas antes de la reunión se publicarán antes de las 10:00 a. m.

1. INICIO DE LA REUNIÓN/TOMA DE ASISTENCIA
A. Juramento de lealtad
B. Aprobación del orden del día

2. INFORME SOBRE SESIÓN(ES) A PUERTA CERRADA

3. ANUNCIOS/PRESENTACIONES
A. Proclamación que reconoce al 19 de junio de 2025 como Juneteenth en la Ciudad de Healdsburg
B. Proclamación por la que se declara julio de 2025 Mes del Orgullo de las Personas con Discapacidad en la ciudad de Healdsburg
C. Proclamación que reconoce al mes de julio de 2025 como el mes de Parks Make Life Better (los parques mejoran la vida) en la ciudad de Healdsburg Orden del día de la reunión ordinaria del Consejo de la Ciudad/RSA 16 de junio de 2025
Página 7
D. Informe anual del Distrito de Mejoras Turísticas de Healdsburg Recibir una presentación de la Cámara de Comercio de Healdsburg sobre el informe anual del Distrito de Mejoras Turísticas de Healdsburg.

4. INFORMES DEL ADMINISTRADOR DE LA CIUDAD

5. COMENTARIOS PÚBLICOS SOBRE LOS PUNTOS DEL ORDEN DEL DÍA ACORDADO Y LOS PUNTOS NO INCLUIDOS EN EL ORDEN DEL DÍA
Este tiempo se reserva para recibir comentarios del público sobre asuntos de interés general que no figuran en el orden del día, pero que están relacionados con los asuntos del Consejo de la Ciudad/RSA. Sin embargo, de conformidad con la Ley Brown, el Consejo de la Ciudad no debe considerar ningún asunto ni tomar medidas sobre ninguna solicitud durante este período de comentarios. El tiempo total para los comentarios del público sobre asuntos no incluidos en el orden del día está limitado a treinta (30) minutos para todos los oradores, y cada orador dispondrá de un máximo de tres (3) minutos. Si hay más de diez (10) oradores de comentarios del público, el alcalde podrá reducir el tiempo de cada orador de tres (3) minutos para que todos los oradores tengan el mismo tiempo para hablar. A discreción del alcalde, el período para comentarios del público puede extenderse más allá de los 30 minutos. Los miembros del público que deseen hablar sobre un tema del orden del día acordado deben notificarlo al alcalde durante los comentarios del público.

6. ORDEN DEL DÍA ACORDADO
Los siguientes puntos del orden del día acordado se consideran de rutina o han sido revisados previamente por el Consejo y requieren poca o ninguna discusión adicional por parte del Consejo, el público o el solicitante, y el Consejo de la Ciudad tomará medidas mediante una sola moción.

Un miembro del Consejo puede solicitar que se elimine un punto del orden del día acordado y que se tomen medidas por separado. La eliminación de un punto requerirá el consentimiento de la mayoría de los miembros del Consejo presentes En caso de que se elimine un punto, el asunto se considerará inmediatamente después de la adopción del orden del día acordado.

A. Financiación del Condado de Sonoma para las mejoras del centro multicultural del centro comunitario Abel De Luna
Aprobar una resolución que apruebe un acuerdo de subvención entre la Ciudad de Healdsburg y el Departamento de Manejo de Emergencias del Condado de Sonoma por la cantidad de $500,000 para mejoras en el Centro Comunitario Abel De Luna, autorice al Administrador de la Ciudad a firmar el acuerdo de subvención y las modificaciones en nombre de la Ciudad, y modifique el presupuesto aprobado para el año fiscal 2024-25.

B. Política de inversiones para el año fiscal 2025-2026 Adoptar una resolución que apruebe la política de inversiones de la Ciudad para el año fiscal 2025-26.

Orden del día de la reunión ordinaria del Consejo de la Ciudad/RSA 16 de junio de 2025
Página 8
C. La fase 1 del parque Laura Fish Somersal - Contrato con Fletcher Studio para servicios de desarrollo de diseño, documentación de construcción y apoyo a la licitación
Adoptar una resolución que apruebe un acuerdo de servicios profesionales con Fletcher Studio por la cantidad de $824,675 para la preparación de los planos de desarrollo del diseño y la documentación de la construcción y los servicios de apoyo a la licitación para la fase 1 del parque Laura Fish Somersal, y autorice al Administrador de la Ciudad a firmar el acuerdo en nombre de la Ciudad, que incluya modificaciones de hasta el 10% del acuerdo original.

D. Prórroga del contrato de arrendamiento de L&M Village y modificación del contrato de arrendamiento, financiación y prestación de servicios con Reach for Home
Adoptar una resolución que apruebe la prórroga del contrato de arrendamiento de L&M Village con Reach for Home, apruebe una modificación del contrato de arrendamiento, financiación y prestación de servicios, y autorice al Administrador de la Ciudad a firmar los documentos necesarios para realizar la transacción.

E. Reducción de límites de velocidad
Aprobar una ordenanza del Consejo de la Ciudad de Healdsburg que modifique la sección

10.50.050 del Código Municipal de Healdsburg, Límites prima facie para calles establecidas por estudio de ingeniería y tráfico (en relación con los límites de velocidad en la ciudad de Healdsburg).

F. Contrato anual de señalización vial
Adoptar una resolución que adjudique el contrato de mantenimiento de señalización vial a Bayside Stripe and Seal y autorice al Administrador de la Ciudad a firmar el contrato por un importe máximo de $75,000 para el ejercicio fiscal 25/26 y cuatro prórrogas anuales por un importe máximo anual de $55,000.

G. Reorganización de las divisiones de servicios de agua y drenaje y ajustes en el puesto de director de servicios públicos
Adoptar una resolución que apruebe la reestructuración de la División de Servicios de Agua y Drenaje para que dependa del Departamento de Obras Públicas y reclasifique el puesto de Director de servicios públicos como Director de electricidad en la lista de puestos autorizados.

H. Informe trimestral de L&M Village
Recibir el Informe trimestral de L&M Village
Orden del día de la reunión ordinaria del Consejo de la Ciudad/RSA 16 de junio de 2025
Página 9
I. Aprobación de las minutas
Por moción, aprobar el Acta de la Reunión Ordinaria del 4 de noviembre de 2024, el Acta de la Reunión Ordinaria del 18 de noviembre de 2024 y el Acta de la Reunión Extraordinaria del 2 de diciembre de 2024.

7. AUDIENCIAS PÚBLICAS
A. Distrito de tasación para áreas verdes y alumbrado

1. Realizar una audiencia pública y recibir comentarios o protestas del público sobre el informe anual de ingeniería, el presupuesto propuesto y las tasaciones anuales propuestas para el Distrito de tasación para áreas verdes y alumbrado de la Ciudad de Healdsburg (Distrito de tasación); y

2. Adoptar una resolución que acepte el informe anual de ingeniería, confirme el diagrama de evaluación y los valores de la tasación anual, y apruebe la aplicación de la tasación y la recaudación de los valores para el ejercicio fiscal 25/26 para el Distrito de tasación.

B. Resolución que ordene la supresión de malezas

1. Realizar la audiencia pública; y

2. Adoptar una resolución que ordene la supresión de malezas.

C. Puestos vacantes, y esfuerzos de contratación y retención de la Ciudad de Healdsburg de conformidad con el proyecto de ley 2561 de la Asamblea Realizar una audiencia pública, recibir una presentación informativa y aceptar el informe de la Ciudad sobre las vacantes de personal y los esfuerzos de contratación y retención, de conformidad con el proyecto de ley 2561 de la Asamblea y el artículo 3502.3 del Código de Gobierno.

8. ASUNTOS PENDIENTES
A. Proyecto de Reconstrucción de March Avenue y mejoras peatonales – Actualización Recibir una presentación sobre el diseño propuesto del proyecto de Reconstrucción de March Avenue y mejoras peatonales, y confirmar el apoyo del Consejo para continuar con el diseño final.

9. NUEVOS ASUNTOS
A. Acuerdos con Development Group, Inc. para la actualización de la red Rubi y el centro de datos y la migración del sistema de cámaras durante 7 años Orden del día de la reunión ordinaria del Consejo de la Ciudad/RSA 16 de junio de 2025
Página 10
Adoptar una resolución que autorice al Administrador de la Ciudad a negociar y celebrar un acuerdo de servicios de siete años con Development Group, Inc. para la actualización de la red Rubi y el centro de datos, con un costo anual de $694,668, un costo base total de siete años de $4,862,676, con un 3 % de contingencia, lo que eleva el importe total máximo a $5,008,556 y autorice al Administrador de la Ciudad a firmar una orden de compra con Development Group, Inc. por la cantidad de $117,755.45 para el remplazo, el trámite de licencias y la migración del sistema de cámaras Meraki de la Ciudad a la plataforma de seguridad física Verkada.

10. INFORMES DEL CONSEJO SOBRE ASUNTOS DE INTERÉS OCURRIDOS DESDE LA ÚLTIMA REUNIÓN ORDINARIA/INFORMES DE REEMBOLSO DE GASTOS

11. SE CIERRA LA REUNIÓN DEL CONSEJO MUNICIPAL/RSA

12. FUTUROS ASUNTOS DEL ORDEN DEL DÍA
A. Puntos futuros del orden del día para 2025
SB 343 - DOCUMENTOS RELACIONADOS CON LOS ÓRDENES DEL DÍA DE SESIONES ABIERTAS: Cualquier escrito o documento que se entregue a la mayoría del Consejo de la Ciudad/Consejo de la Agencia Sucesora a la de Reurbanización en relación con cualquier punto de este orden del día después de la publicación de este orden del día y que no esté exento de divulgación, estará disponible para su revisión por parte del público en la Oficina del Secretario de la Ciudad, ubicada en City Hall, 401 Grove Street, Healdsburg, durante el horario laboral normal. Si en la reunión se ponen materiales complementarios a disposición de los miembros del Consejo de la Ciudad/Consejo de la Agencia Sucesora a la de Reurbanización, habrá una copia de dichos materiales disponible para su revisión por parte del público en City Hall Council Chambers, 401 Grove Street, Healdsburg, CA 95448.

Estos escritos estarán disponibles en formatos alternativos apropiados a petición de una persona con discapacidad, tal y como exige la Ley de Estadounidenses con Discapacidades.

ADAPTACIONES PARA PERSONAS INCAPACITADAS: La Ciudad de Healdsburg hará adaptaciones razonables para las personas con necesidades especiales debido a incapacidades.

Por favor, comuníquese con Raina Allan, Secretario de la Ciudad, en Healdsburg City Hall, 401 Grove Street, Healdsburg, California, 431-3317, al menos 72 horas antes de la reunión, para asegurarse de que se hagan las adaptaciones necesarias.

CITY OF HEALDSBURG

PROCLAMATION

A PROCLAMATION OF THE CITY COUNCIL OF THE CITY
OF HEALDSBURG DECLARING JUNE 19, 2025, AS

JUNETEENTH DAY IN THE CITY OF HEALDSBURG
WHEREAS, Juneteenth, also known as "Juneteenth Independence Day," "Emancipation Day," "Emancipation Celebration," and "Freedom Day," is the oldest known celebration commemorating the ending of slavery in the United States; and has been celebrated by the Black Community for over 150 years; and
WHEREAS, President Abraham Lincoln issued the Emancipation Proclamation on January 1, 1863, and declared that all persons held as slaves" within the rebellious states" are, and henceforward shall be free," paving the way for the passing of the thirteenth amendment which formally abolished slavery in the United States of America; and WHEREAS, Juneteenth, or June 19, 1865, is considered the date when the last slaves in America were freed when General Gordon Granger rode into Galveston, Texas, and issued General Order No. 3, almost two and one-half years after President Lincoln issued the Emancipation Proclamation; and
WHEREAS, Juneteenth symbolizes freedom, celebrates the abolishment of slavery, reminds all Americans of the significant contributions of African Americans to our society, and is a time for reflection and rejoicing, assessment, self-improvement, and planning; and WHEREAS, Juneteenth celebrations are a tribute to those African Americans, then and now, who fought so long and worked so hard to make the dream of equality a reality; and WHEREAS, the City of Healdsburg, both its Council and Citizens, stand with their fellow Black Americans to honor the reality of their vital importance and contributions to the evolution and success of our country by formally acknowledging Juneteenth, aka Black Freedom Day.

NOW, THEREFORE, BE IT PROCLAIMED, that the City Council of the City of Healdsburg hereby declares June 19, 2025, as “Juneteenth Day” in the City of Healdsburg, and invites everyone to recognize this month to celebrate the contributions of African Americans.

DATED: JUNE 16, 2025
SO ORDERED:
___________________________________
Evelyn L. Mitchell, Mayor

3.A.a
Packet Pg. 11
Attachment: Proclamation (4910 : Proclamation for Juneteenth)

CITY OF HEALDSBURG

PROCLAMATION

A PROCLAMATION OF THE CITY COUNCIL OF THE CITY
OF HEALDSBURG RECOGNIZING JULY 2025 AS DISABLED

PERSONS PRIDE MONTH IN THE CITY OF HEALDSBURG
WHEREAS, the City Council acknowledges the diverse and valuable contributions made by individuals with disabilities in our community; and
WHEREAS, Disabled Persons Pride Month, observed in the month of July, provides an opportunity to celebrate the strength, resilience, and achievements of disabled individuals; and WHEREAS, the City Council recognizes that the label 'disabled' encompasses a diverse range of disabilities, including but not limited to physical, sensory, developmental, intellectual, cognitive, mental health, and chronic health conditions; and WHEREAS, it is essential to promote inclusivity, accessibility, and equal opportunities for all members of our community, irrespective of their abilities; and WHEREAS, Disabled Persons Pride Month encourages the celebration of disabled individuals' identities, cultures, and experiences, fostering a more inclusive and understanding society; and
WHEREAS, the City Council recognizes the importance of raising awareness about the challenges faced by individuals with disabilities and the need to advocate for their rights, dignity, and full participation in all aspects of life; and
WHEREAS, Disabled Persons Pride Month serves as a reminder that disability is a natural part of human diversity and that promoting acceptance and inclusiveness strengthens the fabric of our community; and
WHEREAS, we urge community organizations, schools, businesses, and individuals to organize and participate in events, activities, and initiatives that promote disability pride, raise awareness, and foster a more inclusive society.

NOW, THEREFORE, BE IT PROCLAIMED that the City Council of the City of Healdsburg recognizes July 2025 as Disabled Persons Pride Month in the City of Healdsburg and encourages all residents to join in the commemoration of this important observance.

DATED: June 16, 2025
SO ORDERED:
___________________________________
Evelyn L. Mitchell, Mayor

3.B.a
Packet Pg. 12
Attachment: Proclamation (4913 : Disabilities Pride Month Proclamation)

CITY OF HEALDSBURG

PROCLAMATION

A PROCLAMATION OF THE CITY COUNCIL OF THE CITY
OF HEALDSBURG RECOGNIZING JULY 2025 AS PARKS

MAKE LIFE BETTER MONTH IN THE CITY OF

HEALDSBURG
WHEREAS, Parks and Recreation creates memorable experiences through youth sports and enrichment activities, senior activity centers, adult fitness, and enrichment programs, free community events, and beyond; and
WHEREAS, Parks and Recreation supports human development and endless learning opportunities that foster social, intellectual, physical, and emotional growth in people of all ages and abilities; and
WHEREAS, Parks and recreation play a significant role in enhancing the quality of life in communities, while providing open space for people to engage in recreational activities, and gather and interact with others; and
WHEREAS, Parks and Recreation strengthens community identity by providing facilities and services that reflect and celebrate community character, heritage, culture, history, aesthetics, and landscape; and
WHEREAS, Parks and Recreation sustains and stewards our natural resources by protecting habitats and open space, connecting people to nature, and promoting the ecological function of parkland; and
WHEREAS, Parks such as Badger Park, Giorgi Park, Barbieri Park, Recreation Park, Healdsburg Ridge Open Space Preserve, and Fitch Mountain Park and Open Space Preserve provide access to outdoor spaces for all ages and ability levels to enjoy; and WHEREAS, July is celebrated across the nation as Parks and Recreation Month; and now therefore be it.

NOW, THEREFORE, BE IT PROCLAIMED that the City Council of the City of Healdsburg does hereby recognize July 2025 as Parks Make Life Better Month and encourages all its citizens to use and enjoy its parks, trails, open space, facilities, and recreation opportunities.

DATED: June 16, 2025
SO ORDERED:

Evelyn L. Mitchell, Mayor

3.C.a
Packet Pg. 13
Attachment: Proclaimation - Parks make Life Better Month - July 2025 (4856 : Parks Make Life Better 2025) ANNUAL REPORT 2024

3.D.a
Packet Pg. 14
Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025)

ABOUT STAY HEALDSBURG
Developed and managed by the Healdsburg Chamber
of Commerce (the Chamber), the Healdsburg Tourism
Improvement District (HTID), referred to as Stay Healdsburg, is an assessment district proposed to provide specific benefits to assessed properties, by funding marketing and sales promotion efforts and district development programs for assessed
businesses.

Per the 2023-2032 Management District Plan, the Chamber of Commerce Board of Directors consists of 30% HTID lodging partners and Stay Healdsburg serves as the tourism marketing department of the Chamber. HTID business is discussed at the Board of Directors meetings, Marketing Committee meetings, and District Development Sponsorship Committee meetings.

3.D.a
Packet Pg. 15
Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025)

MEET THE TEAM
2024 Board of Directors
Mike Brennan, Mill District, Board Chair
Jim Heid, Craftwork, Vice Chair
Maggie Curry, Jackson Family Wines, Past Chair
Bill Smart, Martinelli Winery, Treasurer
Heidi Dittloff, Longboard Vineyards, Secretary
Beryl Adler, Black Oak Coffee & Acorn Cafe
Katie Ambrosi, Wilson Artisan Wines & Artisan Lodges
Nancy Brandt, Brandt Insurance
Erika Dawkins, Bon Ton Studio + bon ton baby
Doug Kaminski, Montage Healdsburg
Aaron Krug, Krug Hotels (The Lodge at Healdsburg & Dry Creek Inn) Katy Nestor, Healdsburg Lumber Co.

Circe Sher, Piazza Hospitality
2024 Marketing Committee
Heidi Dittloff, Longboard Vineyards, Committee Chair
Doug Kaminski, Montage Healdsburg
Aaron Krug, Krug Hotels
Brook Ross, Cottages at Healdsburg
Dan Doughtery, Wine Country Buzz
Rose Jimenez, Costeaux French Bakery
Maggie Curry, Jackson Family Wines
Circe Sher, Piazza Hospitality
Erika Dawkins, Bon Ton Studio + bon ton baby
Oceanna Ingram, Wilson Artisan Wines & Artisan Lodges
2024 District Development Committee
Circe Sher, Piazza Hospitality, Committee Chair (Chamber Board Member) Evelyn Mitchell, Healdsburg City Council Member
Alex Harris, Harris Art Gallery + Wine (Business Member) Carol Beattie (Resident)

3.D.a
Packet Pg. 16
Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025)

ASSESSED PROPERTIES & BOUNDARY
The HTID includes all lodging businesses (including all lodging businesses located on the premises of a winery), existing and in the future, available for public occupancy within the boundaries of the City of Healdsburg.

The boundary, as shown in the map below, currently includes thirty (35) lodging businesses per registration with the City of Healdsburg.

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Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025) 2024 PR & SOCIAL REPORTING
374
179
40%
64 24

MILLION
Media & Influencer Impressions

PLACEMENTS
Resulting from Earned Media

SHARE OF VOICE
Dedicated Coverage for the Year’s Priority Initiatives

PLACEMENTS
Resulting From Group Press Trips
MEDIA HOSTINGS (IMVs & FAMs)
Exposure in Key Markets. 11% Increase YoY.
*Impressions do not include syndicated coverage.
79% Increase YoY.
*Goal of 140 surpassed.
*Goal of 40% met.
*Coverage includes results from December 2023 MICE FAM, June 2024 FAM, and Season to Sparkle FAMs.

Journalists Hosted: Michael McCarthy, Modern Luxury, Erin Dixon, Dossier, Karla Pope, Good Housekeeping, Jeanette Settembre, Barron’s Penta & MSN, Rona Berg, Forbes & Saveur, Julie Wolfson, Cool Hunting, Food & Wine, Los Angeles Times, Hotels Above Par, Carrie Bell, TripSavvy, Reader’s Digest, Rolling Stone, etc., Emily Hart, UPROXX, Business Insider, TODAY etc., Aislyn Greene, AFAR, Nina Hahn, AFAR, Chicago Magazine, Travel + Leisure, Condé Nast Traveler, Laurie Werner, Forbes, Nate Storey, Surface, California Chaney, FATHOM, Michael Goldstein, Forbes.

Influencers Hosted: Nicole Keshishian (@KaleJunkie, 2.5M Followers), Natalie Marshall (@CoporateNatalie,

1.2M Followers), Emily Men (@Emilymen, 186K Followers), Hanna & Sara Montazami (@hannamontazami,

96.9K Followers & @saramontazami, 106K Followers), Adam McCabe & Cole Robbins (@atlfoodiesofficial, 181K Followers), Allie & Becca Calegari (@Ladyandthegentlewoman, 74.8K Followers), Brett Firdman (@BrettFirdman, 109K Followers), Danica Janae (@bynicalina, 125K Followers), Mackenzie Dudzik (@mackenziedudzik, 176K Followers).

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Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025)

SOCIAL MEDIA
SHOWS ATTENDED Awards
1 4k

19.6k
84 MILLION
Impressions from Organic & Paid Content

NEW FOLLOWERS
Gained from Across All Channels

SOCIAL ENGAGEMENTS
(likes, comments, shares, clicks)

PARTNERS FEATURED
In Posts & Reels
• Northstar Meetings Groups
Trade shows focused on meeting and group planners.

Each show was 20+ one-on-one appointments with
planners with active RFPs.
• Destination CA
• Luxury & Wellness Meetings
• Visit CA San Francisco Media Reception
• Visit CA Los Angeles Media Reception
• Representation at:

Visit CA Outlook Forum, CalTravel Summit,
Cal Travel Board Meetings, Visit CA Board Meetings
• Finalist for:

Best DMO/CVB for Northstar Meetings
Group’s Stella Awards
• One of the Best:
“Wine Country Escapes” for Sunset Magazine’s
Travel Awards
• #8 Best Small City
for Conde Naste Traveler’s Readers’ Choice Awards
• #3 Best Christmas Town
for Newsweek’s Readers’ Choice Awards

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Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025)

AUDIENCE INSIGHTS

40.1m
725k

5.6m

GENERAL

AUDIENCE
WINE

ENTHUSIAST

HEALTH &

WELLNESS

AUDIENCE
Addressable Audience
Addressable Audience
Addressable Audience
Demographic Info
CORE MARKETS:

San Francisco-Oakland- San Jose, Sacramento-Stockton-Modesto, Los Angeles Source: Resonate
Demographic Info
Demographic Info
• 53% male
• 47% age 25-44
• 46% HHI $100K+
• 47% college/post grad degree
• 56% are married
• 59% w/out children under 18
• 66% male
• 58% age 35-44
• 88% HHI $100K+
• 79% college/post grad degree
• 83% are married
• 25% w/out children under 18
• 77% female
• 61% age 18-34
• 67% HHI $100K+
• 72% college/post grad degree
• 50% are married
• 65% w/out children under 18
• Social Media
• Internet Video
• Television
• Social Media
• Internet Video
• Television
• Podcasts
• Radio
• Social Media
• Podcasts
• Internet Video
• Going to Movies
• Went Running or Jogging
• Exercising Regularly
• Going to Movies
• Bicycling
• Watched Women’s Sports
on TV, Online or in Person
• Following a Vegetarian/
Vegan Diet
• Visiting Spas/Resorts
• Yoga, Pilates or Meditation
• Acquiring Wealth & Influence
• Caring for Nature
• Freedom to Be Creative
• Being in Charge and
Directing People
• Show Abilities and Be Admired
• Maintaining a Good Public Image
• Life Full of Excitement,
Novelties, & Challenges
• Freedom to Be Creative
• Caring for Nature
• Prestige, importance, prosperity and power attained by accumulating wealth • Unity with nature, safekeeping and conservation
• Innovation, originality, and cleverness
• Assertive, commanding, and confident
• Being admired, appreciated, successful, and acknowledged • Strong values and being a good citizen
• Adventure, inventiveness, excitement and variety in life • Innovation, originality, and cleverness
• Nature, safekeeping and conservation
High Media
Engagement
High Media
Engagement
High Media
Engagement
Messaging Recommendations
Messaging Recommendations
Messaging Recommendations
Top Interests
Top Interests
Top Interests
Top Values
Top Values
Top Values

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Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025) 127.2
60k

MILLION
Media Impressions
PAID BRANDED IMPRESSIONS through SEM &
sponsored email newslettersdrove5.4K USERS
to the website with a92% ENGAGEMENT RATE.

PRESS PLACEMENTS
OWNED EBLASTS, HOLIDAY SERIES:

DELIVERIES

OPEN RATE
CTR

EVENT OVERVIEW
Good Housekeeping: The 35 Best Places to Spend Christmas in the USA Marin Living: How to Celebrate the Holiday Season in Healdsburg Observer: The Most Beautiful NorCal Hotels for a Holiday Escape The Healdsburg Tribune: Here Come the Holidays, Ready or Not! North Bay Business Journal: Healdsburg Plans Holiday Events to Promote Business 2,798

50.1 %

4.9%
(1,402)
(138)
2 2.6 MILLION
Earned & Owned
Social Impressions

FAM TRIPS
Media Fam &
Influencer Fam
A Season to Sparkle, held November 15 to December 31, was a festive celebration filled with daily activities, special menu offerings, and unique shopping finds. Creating unforgettable memories for patrons as they explored the town, where each weekend brought new events and cherished traditions around every corner.

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Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025) District Development
The District Development Program is an element of the Healdsburg Tourism Improvement District’s (Stay Healdsburg) Management Plan, an agreement entered into by the City of Healdsburg and the Healdsburg Tourism Improvement District as of January 1, 2023. District Development (DD) projects will be designed to improve the visitor experience AND increase overnight visitation at assessed lodging businesses.
• Misterioso at The 222
• Winter Wine Road Events:

Wine & Food Affair, Winter Wineland,
Barrel Weekend
• Barndiva’s Conversations Worth Having
• The 222 Winter/Spring Series
• Turkey Trot
• Passport to Dry Creek Valley
• TOWN Dinner Series
• Healdsburg Winter JazzFest
• Your River, Downtown Art Installation
• Anderson Valley White Wine Festival Partnership
• 2024 Merry Healdsburg
• The Raven Theater Winter/Spring Season
• Healdsburg Wine & Food Experience
• Healdsburg Jazz Festival 2024
• Songwriters in Paradise Healdsburg
• Esmeralda Edge Village
• American Legion 4th of July Fireworks
(cancelled)
• 4th of July Kids Parade
& Community Celebration
• The Bloodroot Ramble 2024
• 2024 Tuesdays Concerts in the Plaza
• Healdsburg Crush
• Corazon’s Dia de Muertos Celebration
• AVFest Block Party
• Farm to Pantry Agri/Eco-Tourism Program
Events & Projects Supported

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Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025)

FINANCIAL OVERVIEW
2024 Budget Actuals
Total Collections With Percent Change YoY
January: $52,560.77 (down 11%)
February: $66,068.49 (up 2%)
March: $87,589.19 (down 11%)
April: $114,811.46 (down 10%)
May: $149,282.00 (up 0.1%)
June: $140,101.95 (up 0.6%)
July: $128,425.19 (up 9%)
August: $141,973.43 (up 15%)
September: $170,655.93 (up 17%)
October: $150,198.97 (down 8%)
November: $100,097.93 (up 8%)
December: $75,894.91 (up 6%)
TOTAL: $1,377,660.22 (up 2%)

REVENUE CATEGORIES
City of Healdsburg TID/Operational Funds
(Sales & Marketing)
Chamber Admin Fees Received
District Development Funds Received

TOTAL REVENUE

EXPENSE CATEGORIES
Sales & Marketing
Chamber Admin Fees
District Development Funds Spent
Staffing Expenses

TOTAL REVENUE
BUDGET
$875,000
$125,000
$187,500
$1,187,500
BUDGET
$837,735
$125,000
$187,500
$145,525
$1,295,760
ACTUAL
$1,015,866.98
$136,586.65
$179,281.58
$1,331,735.21
ACTUAL
$927,422.96
$104,501.16
$182,500
$165,626.20
$1,380,050.32

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Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025) Dec 31, 23
ASSETS
Current Assets
Checking/Savings
1000 · Bank Accounts
1010 · Cash in Banks
1030 · Checking - Exchange Bank #2351 154,447.74
1020 · Summit State Bank Ops #3477 125,000.00
1025 · Summit State Bank ICS #2463 1,200,690.62
1027 · Summit State Bank Debit #6514 5,032.76
Total 1010 · Cash in Banks 1,485,171.12
1040 · Available Funds by Class
1050 · District Development Checking 62,085.11
1055 · District Development Savings 167,749.18
1060 · Savings - City Hbg 5% 140,194.50
1065 · Emergency Funding 15% 500,000.00
Total 1040 · Available Funds by Class 870,028.79
1000 · Bank Accounts - Other -870,028.79
Total 1000 · Bank Accounts 1,485,171.12
Total Checking/Savings 1,485,171.12
Other Current Assets
1038 · Deposits Paid 2,015.00
Total Other Current Assets 2,015.00
Total Current Assets 1,487,186.12
TOTAL ASSETS 1,487,186.12

LIABILITIES & EQUITY
Liabilities
Current Liabilities
Other Current Liabilities
1400 · Due to Healdsburg Chamber 1,247.44
2600 · Chamber Administration
2602 · Expense Reimb Due to Chamber 25.00
Total 2600 · Chamber Administration 25.00
Total Other Current Liabilities 1,272.44
Total Current Liabilities 1,272.44
Total Liabilities 1,272.44
Equity
3010 · Retained Earnings 1,189,930.60
Net Income 295,983.08
Total Equity 1,485,913.68
TOTAL LIABILITIES & EQUITY 1,487,186.12
3:45 PM Healdsburg Tourism Improvement District
01/12/24 Balance Sheet
Cash Basis As of December 31, 2023

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Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025)

E X P E R I E N C
E
E

XC E P T I O N AL

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Attachment: Stay Healdsburg 2024 Annual Report (4908 : Healdsburg Tourism Improvement District (HTID) Annual Update - 2025) ANNUAL REPORT 2024

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement

ABOUT STAY HEALDSBURG
Per the 2023-2032 Management District Plan,
the Chamber of Commerce Board of Directors
consists of four seats for HTID lodging partners
and Stay Healdsburg serves as the tourism
marketing department of the Chamber. HTID
business is discussed at the Board of Directors
meetings, Marketing Committee meetings, and
District Development Sponsorship Committee
meetings.

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement

MEET THE TEAM
2024 Board of Directors
Mike Brennan, Mill District, Board Chair
Jim Heid, Craftwork, Vice Chair
Maggie Curry, Jackson Family Wines, Past Chair
Bill Smart, Martinelli Winery, Treasurer
Heidi Dittloff, Longboard Vineyards, Secretary
Beryl Adler, Black Oak Coffee & Acorn Cafe
Katie Ambrosi, Wilson Artisan Wines & Artisan Lodges
Nancy Brandt, Brandt Insurance
Erika Dawkins, Bon Ton Studio + bon ton baby
Doug Kaminski, Montage Healdsburg
Aaron Krug, Krug Hotels (The Lodge at Healdsburg & Dry Creek Inn) Katy Nestor, Healdsburg Lumber Co.

Circe Sher, Piazza Hospitality

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement

MEET THE TEAM
2024 Marketing Committee
Heidi Dittloff, Longboard Vineyards, Committee Chair
Doug Kaminski, Montage Healdsburg
Aaron Krug, Krug Hotels
Brook Ross, Cottages at Healdsburg
Dan Doughtery, Wine Country Buzz
Rose Jimenez, Costeaux French Bakery
Maggie Curry, Jackson Family Wines
Circe Sher, Piazza Hospitality
Erika Dawkins, Bon Ton Studio + bon ton baby
Oceanna Ingram, Wilson Artisan Wines & Artisan Lodges

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement

MEET THE TEAM
2024 District Development Committee
Circe Sher, Piazza Hospitality, Committee Chair (Chamber Board Member) Evelyn Mitchell, Healdsburg City Council Member
Alex Harris, Harris Art Gallery + Wine (Business Member) Carol Beattie (Community Member)
Chamber Staff
Tallia Hart, CEO
Jessica Bohon, Director of Tourism & Marketing
Amanda Porteous, Marketing & Programs Manager
Susan Halstead, Member Relations
Waverly Newton-Kenny, Partnerships & Engagement Manager

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement 2024 PR & Social Media Reporting
1M
84 19.6K

SOCIAL MEDIA

IMPRESSIONS
SOCIAL

ENGAGEMENTS
(Likes, Comments, Shares, Clicks)

BUSINESSES

FEATURED
In Posts and Reels
NEW FOLLOWERS 4K Across all channels
374M
243
MEDIA

IMPRESSIONS

TOTAL PLACEMENTS
Resulting from Earned Media
& Group Press Trips
24 MEDIA HOSTINGS
(IMVs & FAMs)

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement

PRESS HIGHLIGHTS

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement

PRESS HIGHLIGHTS

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement

AWARDS & ACCOLADES

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement PR &Social Media

IMPRESSIONS
PAID BRANDED 60K IMPRESSIONS 130M
MEDIA HOSTINGS 9 Media & Influencers
Partner Daily 20 HAPPENINGS
FEATURED EVENTS:
• Sparkle Party at Barndiva
• Vinyl Valleys Winegrowers of Dry Creek Valley
• Merry Healdsburg Tree Lighting Celebration
• Downtown Window Decorating Contest
• New Years’ Eve Concert at Coyote Sonoma

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement District Development (DD) projects sponsored by HTID are designed to improve the visitor experience AND increase overnight visitation at assessed lodging businesses. 15% of HTID’s total annual budget is allocated to DD.
• Wine Road’s Barrel Weekend
• Barndiva’s Conversations Worth
Having
• The 222 Winter/Spring Series
• Turkey Trot
• Passport to Dry Creek Valley
• TOWN Dinner Series
• Healdsburg Winter JazzFest
• Our River, Downtown Art Installation
• Anderson Valley White Wine Festival
Partnership
• Merry Healdsburg
• The Raven Theater Winter/Spring Season
• Healdsburg Wine & Food Experience
• Healdsburg Jazz Festival 2024
• Songwriters in Paradise Healdsburg
• Esmeralda Edge Village
• 4th of July Kids Parade & Community
Celebration
• The Bloodroot Ramble 2024
• 2024 Tuesdays Concerts in the Plaza
• Healdsburg Crush
• Corazon’s Dia de Muertos Celebration
• AVFest Block Party
• Farm to Pantry Agri/Eco-Tourism Program
• Misterioso at The 222
Events & Projects Supported in 2024

DISTRICT DEVELOPMENT

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement Total Collections With Percent Change YoY
January: $52,560.77 (down 11%) July: $128,425.19 (up 9%) February: $66,068.49 (up 2%) August: $141,973.43 (up 15%) March: $87,589.19 (down 11%) September: $170,655.93 (up 17%) April: $114,811.46 (down 10%) October: $150,198.97 (down 8%) May: $149,282.00 (up 0.1%) November: $100,097.93 (up 8%) June: $140,101.95 (up 0.6%) December: $75,894.91 (up 6%) Overall, 2% increase in T.OT. in
2024 from 2023.
2024 HTID ASSESSMENT COLLECTIONS

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement

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Attachment: Stay Healdsburg 2024 Annual Report_Landscape (4908 : Healdsburg Tourism Improvement

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: June 16, 2025
SUBJECT: Sonoma County Funding for Abel De Luna Community Center Multicultural Center Improvements
PREPARED BY: Mark Themig, Community Services Director
STRATEGIC INITIATIVE(S):

Maintain and Improve Infrastructure and Facilities
Provide Effective Governance
Provide Resident-Driven Community Services
RECOMMENDED ACTION(S):

Adopt a Resolution approving a Grant Agreement between the City of Healdsburg and County of Sonoma Department of Emergency Management in the amount of $500,000 for improvements to the Abel De Luna Community Center, authorizing the City Manager to execute the Grant Agreement and amendments on behalf of the City, and amending the Fiscal Year 2024-25 Adopted Budget.

COMMUNITY ENGAGEMENT/OUTREACH:

The City of Healdsburg’s 2023 Diversity, Equity and Inclusion plan (DEI Plan) by Acosta Latino Learning Partnership includes recommendations and goals for the review, improvement, and establishment of community equity programming both within the City government and throughout the greater Healdsburg Community. Nine community events and in-depth listening sessions with 150 community members informed the DEI Plan, which recommends the development of a multicultural center to provide a space dedicated to celebrating cultural heritage and fostering a sense of belonging.

The Healthcare Foundation of Northern Sonoma County (the Foundation) led an initiative in 2024 to advance the multicultural center goal and brought together several community partners, including Corazón Healdsburg and Alliance Medical Center. The Foundation engaged Goring & Straja Architects and Carducci Associates, two Bay area design firms, who led a participatory process that engaged 129 residents through surveys, eight listening sessions, and two design workshops. The resulting Multicultural Center Report identifies the existing Abel De Luna Community Center as the preferred location for a multicultural center and outlines design and programming concepts that would build upon existing

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resources and strengthen community connections to realize the multicultural center goal by integrating it within the existing facility.

BACKGROUND:

In 2021, the City Council awarded a contract to Acosta Latino Learning Partnership (ALLP) for the development of a DEI Plan for the City. On August 7, 2023, the City Council received a presentation from staff and ALLP on the draft DEI Plan and directed staff to hold an implementation workshop, which occurred on October 23, 2023, where the City Council accepted the City’s Diversity, Equity, and Inclusion Plan.

The City’s DEI Plan includes a goal of creating a multicultural center in Healdsburg. The Plan also encourages community organizations to engage in implementing the plan. In February 2024, the Healthcare Foundation announced a grant of $285,000 from Providence to support a community convening and visioning process for residents of Healdsburg to explore the potential for a multicultural Community Wellness Center. The Foundation held eight listening sessions and two design workshops throughout 2024 and released its Multicultural Center Report in January 2025.

Sonoma County Supervisor James Gore notified staff in February 2025 of his intent to contribute $500,000 in Sonoma County grant funding for implementation of the Multicultural Center concepts identified in the Foundation’s report. This award would also be related to enhancing the Community Center’s role as a resiliency hub during times disasters, emergency response, and recovery.

On April 21, 2025, City Council received a presentation about the Abel De Luna Community Center multicultural center concepts and grant funding from Sonoma County. City Council directed staff to begin integrating the concepts into the design and operation of the community center and to return with a grant agreement that would authorize receipt of the County funding.

The City Council was supportive of a grant-funded project focused on the painting and planting concepts in Tiers 1 and 2 of the framework in the Foundation’s Multicultural Center Report.

Also in April, City Council held a goal setting session and included implementing the multicultural center concepts as a proposed Fiscal Year 2025-26 goal.

DISCUSSION/ANALYSIS:

On May 6, 2025, the Sonoma County Board of Supervisors approved an agreement for grant funding for the Abel De Luna Community Center and Resilience Hub Improvements. The agreement specifies that the County shall provide the City of Healdsburg $500,000 in funding for the rehabilitation of the community center with the work to be guided by the Healdsburg Multicultural Center Report. The agreement also specifies that a portion of the funds will be used for the completion of Americans with Disabilities Act required site improvements such as signage with braille and site entrance and exit enhancements.

If City Council desires to move forward, staff recommends City Council adopt a resolution accepting the grant funds, authorizing the City Manager to execute the grant agreement and amendments on behalf of the City, and amending the City's Adopted Fiscal Year 24-29 Capital Improvement Program to include the project. If approved, staff would work collaboratively

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with Corazon Healdsburg and the Healthcare Foundation of Northern Sonoma County in Fiscal Year 2025-26 to develop an implementation plan and conduct the improvements.

ALTERNATIVES:

The City Council may choose not to adopt a resolution accepting the grant funds and provide further direction to staff.

FISCAL IMPACT:

The proposed grant agreement with Sonoma County is for a total of $500,000. The grant agreement requires no matching funds from the City and project implementation would be scoped so that the work does not exceed the available grant funding. To accommodate the proposed improvements at the Abel De Luna Community Center which include painting, planting, and ADA improvements staff propose amending the adopted budget to appropriate the grant revenue and establish a new project. The proposed Community Center Resilience Hub Improvements Project CS006 will be fully funded by an upfront disbursement of grant funds in the current fiscal year with expenses anticipated to begin shortly after the start of the new fiscal year in July.

ENVIRONMENTAL ANALYSIS:

Approving a grant agreement is not subject to the provisions of the California Environmental Quality Act (CEQA) because approving a grant agreement is not a project, since it will not have a direct or reasonably foreseeable indirect impact on the environment. In addition, potential improvements to the Able De Luna Community Center as a result of the grant agreement are exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to CEQA 6 14 CCR 15061(b). Guidelines Section 15301 (exemption for existing facilities) because the improvements consist of the maintenance and minor alteration of existing an existing public facility, involving negligible or no expansion of existing or former use.

ATTACHMENT(S):

Resolution
Exhibit A
Healdsburg Multicultural Center Report
Grant Agreement

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CITY OF HEALDSBURG
RESOLUTION NO. -2025

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

HEALDBURG APPROVING A GRANT AGREEMENT

BETWEEN THE CITY OF HEALDSBURG AND COUNTY OF

SONOMA DEPARTMENT OF EMERGENCY MANAGEMENT
IN THE AMOUNT OF $500,000 FOR IMPROVEMENTS TO

THE ABEL DE LUNA COMMUNITY CENTER,

AUTHORIZING THE CITY MANAGER TO EXECUTE THE

GRANT AGREEMENT AND AMENDMENTS ON BEHALF OF
THE CITY, AND AMENDING THE FISCAL YEAR 2024-25

ADOPTED BUDGET
WHEREAS, City of Healdsburg’s 2023 Diversity, Equity and Inclusion plan (DEI Plan) by Acosta Latino Learning Partnership includes recommendations and goals for the review, improvement, and establishment of community equity programming both within the City government and throughout the greater Healdsburg Community; and WHEREAS, the Healthcare Foundation of Northern Sonoma County led a community visioning process in 2024 to advance the multicultural center goal and released its Multicultural Center Report in January 2025; and
WHEREAS, Sonoma County Supervisor James Gore notified staff in February 2025 of his intent to contribute $500,000 in Sonoma County grant funding for implementation of the Multicultural Center concepts identified in the Foundation’s report and to enhance the community center’s role as a resiliency hub during times of disasters, emergency response, and recovery; and WHEREAS, the City Council received a presentation about the Multicultural Center Report and its concepts in April 2025 and directed staff begin implementing the concepts and return with a grant agreement that would authorize receipt of the County funding; and WHEREAS, on May 6, 2025, the Sonoma County Board of Supervisors approved an agreement between the Sonoma County Department of Emergency Management and the City of Healdsburg for the Abel De Luna Community Center and Resilience Hub Improvements; and WHEREAS, staff has reviewed the County’s grant agreement and concurs with the terms and conditions; and
WHEREAS, City Council has determined that approving a grant agreement is not subject to the provisions of the California Environmental Quality Act (CEQA) because approving a grant agreement is not a project, since it will not have a direct or reasonably foreseeable indirect impact on the environment. In addition, potential improvements to the Able De Luna Community Center as a result of the grant agreement are exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to CEQA 6 14 CCR 15061(b). Guidelines Section 15301

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Attachment: Resolution (4715 : Sonoma County Funding for Community Center Improvements) Resolution No.

(exemption for existing facilities) because the improvements consist of the maintenance and minor alteration of existing an existing public facility, involving negligible or no expansion of existing or former use.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Healdsburg hereby:

1. Approves the grant agreement between the City of Healdsburg and County of Sonoma Department of Emergency Management in the amount of $500,000 for improvements to the Abel De Luna Community Center and authorizes the city manager to execute the grant agreement and amendments thereto on behalf of the city; and

2. Amends the Fiscal Year 2024-25 adopted budget as depicted on the attached Exhibit A.

3. Finds that approving a grant agreement is not subject to the provisions of the California Environmental Quality Act (CEQA) because approving a grant agreement is not a project, since it will not have a direct or reasonably foreseeable indirect impact on the environment.

In addition, potential improvements to the Able De Luna Community Center as a result of the grant agreement are exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to CEQA 6 14 CCR 15061(b). Guidelines Section 15301 (exemption for existing facilities) because the improvements consist of the maintenance and minor alteration of existing an existing public facility, involving negligible or no expansion of existing or former use.

PASSED, APPROVED AND ADOPTED by the City Council of the City of Healdsburg this 16th day of June 2025, by the following vote:

AYES: Councilmembers: ( )
NOES: Councilmembers: ( )
ABSENT: Councilmembers: ( )
ABSTAINING: Councilmembers: ( )
SO ORDERED: ATTEST:
_________________________________ ___________________________________ Evelyn L. Mitchell, Mayor Raina Allan, City Clerk

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Attachment: Resolution (4715 : Sonoma County Funding for Community Center Improvements) Resolution No.

Exhibit A
Account Number Increase Amount Decrease Amount Description 582-1000-34002-00000 $ 500,000 Increase Local Grant Revenue for Sonoma County Grant 582-3001-45000-CS006 $ 500,000 Establish Community Center Resilience Hub Improvements Project CS006 FY 24-25 Budget Amendment

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Attachment: Exhibit A (4715 : Sonoma County Funding for Community Center Improvements)

HEALDSBURG MULTICULTURAL CENTER
January 2025

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Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R TABLE OF CONTENTS 2
• Dot Polling Review & Commonalities 35 • Site Planning Activity & Results 37 ‣ Future Directions 47 • Master Plan Concept 48 • 3D Model Perspectives 50 Appendix 59 ‣ A: Protocol Questions 60 ‣ B: Detailed Results from Each Survey Cards Question 61 ‣ C: Detailed Results from Overall Survey Frequency 66 ‣ D: Visioning Session Workshop Handouts 69 ‣ E: Visioning Session 1 Imagery 72 Acknowledgements & References 90
Listening Sessions | On The Margins, Inc. 03 ‣ Executive Summary 04 ‣ Introduction 05 ‣ Healdsburg 07 ‣ Methodology 12 ‣ Findings, Conclusions, and Confirmations 14 Visioning Sessions | Goring & Straja Architects + Carducci Associates 17 ‣ Workshop #01 18 • Context & Existing Conditions 20 • Dot Polling & Results 24 ‣ Workshop #02 34 Table of Contents

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LISTENING SESSIONS
EIGHT PUBLIC EVENTS LEAD BY ON THE MARGINS, INC.

BETWEEN JANUARY & OCTOBER, 2024

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4 This report showcases the community's aspirations for the forthcoming Healdsburg Multicultural Center, shaped by a community-led research endeavor. In response to a profound need for a multicultural and inclusive space of belonging, the Healthcare Foundation of Northern Sonoma County spearheaded this initiative, bringing together the following partners — On the Margins, Corazón Healdsburg, Alliance Medical Center, Goring & Straja Architects, and Carducci Associates.

Through a participatory process involving surveys, listening sessions, and design workshops, 129 residents shared their voices and perspectives, shaping the Healdsburg Multicultural Center from its conceptualization to its architectural design. Analysis of the collected data revealed key themes and priorities, giving rise to ten "Design Mandates" that serve as a roadmap for the center's development. These mandates champion:

1. Multigenerational Spaces for Movement and Play: Design spaces that promote physical well-being for all ages, including multipurpose sports fields, exercise areas, and play spaces for children and youth.

2. Community Kitchen & Cafe: Enjoy a community-led kitchen and cafeteria that fosters culinary skills, shared meal preparation, and access to healthy, affordable food.

3. Collaborative Murals: Partner with Healdsburg artists, especially those from LGBTQIA+ and BIPOC communities, to co-create murals that celebrate cultural diversity and empowerment.

4. Sensory-Aware Design: Create spaces that offer varying levels of sensory engagement, from vibrant and stimulating to quiet and calming, to accommodate diverse needs and preferences.

5. Spaces for Creative Expression: Dedicate areas for community-led arts, crafts, and music programs, emphasizing cultural traditions and the therapeutic benefits of creative expression.

6. Environmental Justice: Demonstrate a commitment to sustainability through the incorporation of native plants, traditional medicinal plants, and edible gardens. The design should prioritize reclaiming and restoring natural spaces historically taken from BIPOC communities.

7. Lifelong Learning Hub: Establish a center for intergenerational learning and career development, offering academic support, life skills training, career/technical education, and resources for literacy, GED preparation, and certifications.

8. Community Gathering Spaces: Provide flexible spaces designed to foster community interaction, gatherings, and cross-cultural connection. Support community-led events, celebrations, and shared activities.

9. Digital Access & Literacy: Ensure on-site computer access and provide technology education, including coding classes, for all community members.

10. Access, Autonomy, Accountability, and Justice: Maintain a strong commitment to mutual accountability and justice for underserved communities in Healdsburg. The center must be physically and financially accessible to all, with community voices central to its design and operation.

This report exemplifies the transformative power of community-based participatory research and collaborative partnerships in shaping spaces that promote well-being, cultural celebration, and a more equitable future for all Healdsburg residents.

Executive Summary

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5 In 2024, the Healthcare Foundation of Northern Sonoma County, driven by a deep commitment to health equity, recognized the pressing need for a dedicated multicultural center in Healdsburg. This recognition was a response to a long-held community aspiration, brought to light through compelling evidence. A 2023 Diversity, Equity and Inclusion report by Acosta Latino Learning Partnership, which involved in-depth listening sessions with 150 community members, revealed a strong desire for a space dedicated to celebrating cultural heritage and fostering a sense of belonging. This contemporary finding resonated with a decades-old recommendation from a 1982 American Institute of Architects study that proposed a "Hispanic Community Center" to address the dwindling number of traditional gathering places for the city's growing Latine population. These converging voices, spanning generations, painted a clear picture: Healdsburg needed a vibrant, dedicated space where residents, particularly those historically marginalized, could connect, thrive, and access essential resources.

Introduction
Recognizing this historical context and the community's clearly articulated need, the Healthcare Foundation championed this vision, setting the Healdsburg Multicultural Center Project (HMCP) in motion. To ensure the initiative was truly community-driven, they enlisted On the Margins (OTM), an organization specializing in asset-based community development (ABCD) and participatory research. OTM, with its expertise in collaborative approaches like This photo depicts one of the listening sessions.
participatory mapping and "freedom dreaming" – methodologies that empower communities to envision and build their desired futures – was uniquely positioned to guide this effort.

Partnering with Corazón Healdsburg and Alliance Medical Center, two organizations deeply interwoven with the fabric of the Healdsburg community, OTM embarked on the HMCP. This initiative sought to cultivate a grassroots vision for a vibrant and inclusive space, one that authentically responded to the needs and aspirations of all residents, particularly those who are on the margins. Ensuring the active and meaningful engagement of these communities was paramount, with their voices and perspectives shaping every facet of the project, from its initial conception to the final design.

To gain a deeper understanding of the community's needs and aspirations for the HMCP, OTM, in collaboration with Alliance Medical Center and Corazón Healdsburg, facilitated a series of eight bilingual (Spanish and English) listening sessions in Healdsburg between January and October 2024. These in-person sessions provided a safe and welcoming platform for residents to share their visions for the center, prompting them to consider key questions such as:
• Who should the center serve, and who should be involved in its operation and governance?
• What kinds of activities, programs, and resources should it offer? • How should the physical space be designed to foster a welcoming and inclusive space of belonging? What amenities are essential?
• What kind of atmosphere, or "spirit," should the center cultivate? • What core values should guide the center's operations and programming? By prioritizing community voices and fostering collaborative exploration, the listening sessions laid the groundwork for a culturally responsive and inclusive space where everyone can feel a sense of belonging.

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6 During these eight listening sessions, Corazón Healdsburg and Alliance Medical Center meticulously documented the ideas, concerns, and aspirations expressed by Healdsburg residents. On the Margins then carefully analyzed this wealth of qualitative data, identifying recurring themes and priorities. These recurring themes, embodying the collective wisdom and desires of the community, were then synthesized into the "10 Design Mandates." These mandates served as guiding principles for the project, ensuring that the final design truly reflected the community's vision.

To further solidify the community's vision and translate it into tangible design concepts, two esteemed firms, Goring & Straja Architects and Carducci Associates, joined the HMCP. These two firms orchestrated two pivotal community sessions designed to bridge the gap between aspirations and architectural realities.

The inaugural community design session, held in September 2024, focused on exploring potential programs and architectural designs to best serve the Healdsburg Multicultural Center's mission. Participants delved into the "10 Design Mandates," with a particular emphasis on practical implementation and seamless integration into the existing Healdsburg Community Center site—the location favored by residents for the multicultural center. A key component of this session was a "dot polling" activity, an interactive exercise that allowed residents to quickly and visually express their design preferences, providing invaluable insights to guide the architects.

Building on this foundation, the second session in November 2024 shifted the focus to gathering community input on specific architectural and landscape design elements. This workshop fostered a collaborative environment where residents actively participated in a site planning activity, generating ideas for the center's layout, functionality, and aesthetic appeal. By actively involving the community in this process, their vision was firmly embedded into the project's design and development trajectory.

This report delves into the heart of Healdsburg’s aspirations for a Multicultural Center, weaving together the voices and visions of its residents. It first explores the demographic landscape of Healdsburg, providing a snapshot of its residents and their diverse backgrounds. It then presents a comprehensive analysis of community feedback, utilizing both traditional qualitative methods and innovative text mining techniques to uncover key themes and aspirations. These findings paint a vivid picture of the community's desired Healdsburg Multicultural Center.

Finally, it translates these aspirations into concrete design mandates, offering a roadmap for creating a space that truly reflects and serves the needs of all Healdsburg residents. This report is a testament to the power of community engagement and collaboration, showcasing the potential for creating a truly inclusive multicultural center in Healdsburg.

These photos illustrate the dot polling activity.

This photo illustrates the site planning activity.

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7 rich tapestry of cultures that contribute to the city's vibrant identity today, while also recognizing and honoring its indigenous roots.

Healdsburg
Population & Demographics
Healdsburg, a town in the heart of Sonoma County, California, is a place where history, culture, and demographics converge to create a unique and dynamic community. It is critical to acknowledge that Healdsburg stands on the unceded ancestral lands of the Southern Pomo people, specifically the Kaiyao Pomo. This historical context underscores the importance of recognizing the profound connection between the land, its original inhabitants, and Healdsburg’s identity today.

Healdsburg is home to a diverse population of over 11,000 residents. While the majority identify as White (65.64%), the town has significant Latine (27.82%) and mixed-race (7.38%) communities (See Table 1). It is important to recognize and value the presence and contributions of all residents, including the smaller but vital Asian, American Indian and Alaska Native, and Native Hawaiian and Pacific Islander populations. The presence of different sociocultural groups enriches Healdsburg's social fabric, shaping its cultural landscape.

A closer look at Healdsburg's demographic profile reveals important trends. The age distribution skews older, with over a quarter of residents aged 65 or older. This demographic characteristic has the potential to influence the types of services and amenities desired within the community. Additionally, a significant portion of residents (15.23%) are foreign-born, indicating a rich history of immigration and cultural exchange that has undoubtedly contributed to Healdsburg’s unique strength and character.

Housing presents a serious challenge, with a median home value exceeding $900,000 and a median gross rent of over $2,000. These factors play a significant role in the socioeconomic dynamics within the community, highlighting the need to address affordability and ensure equity and justice for all residents.

Creating a truly inclusive and representative Multicultural Center in Healdsburg necessitates a deep understanding of its unique demographic landscape. This involves acknowledging the Characteristic Statistic
White Alone, percent 65.64%
Black or African-American Alone, percent 0%
American Indian and Alaska Native Alone, percent 0.23%
Asian Alone, percent 1.91%
Native Hawaiian and Other Pacific Islander Alone, percent 0.24% Other Race Alone, percent 18.19%
Two or More Races, percent 7.38%
Hispanic or Latine, percent 27.82%
Persons Under 5 Years, percent 4.67%
Persons Under 18 Years, percent 15.67%
Persons 65 Years or Older, percent 27.64%
Foreign-Born Persons, percent 15.23%
Owner-Occupied Housing Rate, percent 57.15%
Median Value of Owner-Occupied Housing Units $933,400
Median Gross Rent $2,167
TABLE 1. HEALDSBURG DEMOGRAPHIC OVERVIEW (US CENSUS BUREAU) Note: This table provides a snapshot of Healdsburg's population using data from the US Census Bureau. It includes information on racial and ethnic composition, age distribution, foreign-born population, and housing characteristics.

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8 Socioeconomic Indicators
Healdsburg's relatively high median family income suggests a degree of affluence; however, a closer examination reveals socioeconomic complexities that affect residents' lives. For example, 8.7% of the population comprises non-citizens or undocumented individuals, who may encounter challenges accessing essential services and experience increased vulnerability due to their immigration status (See Table 2). In addition, 11.2% of residents identify as having a disability, underscoring the need for accessible and inclusive housing, transportation, and public spaces to ensure they can fully participate in wellness programs and community life.

A relatively high vacancy rate (14.6%) raises questions about housing affordability, seasonal residency patterns, or a potential mismatch between housing supply and demand.

Investigating these factors is crucial to understanding the dynamics of Healdsburg's housing market and addressing potential challenges. With 42.9% of households being renteroccupied, policies that support renters' rights and housing stability become paramount. This includes prioritizing affordable housing options, implementing tenant protections, and establishing eviction prevention programs to safeguard vulnerable and marginalized residents.

Although the majority of households have access to computers and broadband internet (over 95%), maintaining digital equity and addressing any remaining digital divide is vital. Bridging this gap is essential to prevent disparities in access to information, education, employment opportunities, and other critical resources in an increasingly digital world.

Understanding these socioeconomic nuances is fundamental for effective community planning and resource allocation in Healdsburg. By recognizing and addressing these complexities, the community can strive to ensure that all residents, regardless of income, background, or ability, have the opportunity to thrive and enjoy health, wellness, and a high quality of life.

Indicator Value
Non-U.S. Citizens/Undocumented Persons 8.7%
People with a Disability 11.2%
Median Family Income $94,799
Vacant Households 14.6%
Renter-Occupied Households 42.9%
Households with a Computer 95.6%
Households with Broadband Internet 95.2%
Note: This table presents additional insights into Healdsburg's population using 2022 data. It highlights the percentage of non-citizens and undocumented persons, individuals with disabilities, median family income, and housing-related indicators such as vacancy rates and renter-occupied households. Additionally, it provides information on computer and broadband access within households.

TABLE 2. SELECTED DEMOGRAPHIC AND SOCIOECONOMIC INDICATORS, HEALDSBURG (2022 ACS 1-YEAR SUPPLEMENTAL ESTIMATES)
Wellbeing
City-wide data provides a valuable overview of Healdsburg, but a deeper understanding of resident well-being requires a more granular, neighborhood-level analysis. This approach can reveal hidden disparities and inform the development of targeted interventions to address specific needs and opportunities for improvement within distinct areas of the city. To better understand Healdsburg and its population, this report utilizes data from the Portrait of Sonoma's 2021 Update, focusing on three distinct Census Tracts within Healdsburg: North Healdsburg (1539.01), Central Healdsburg (1539.02), and Old Healdsburg (1539.03).

Comparing key well-being indicators across these areas provides a more nuanced understanding of the challenges and opportunities facing each neighborhood.

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9 interplay between various well-being factors and underscores the need for a multipronged approach to address the unique challenges faced by residents in Central Healdsburg.

The disparities in well-being across Healdsburg's neighborhoods highlight the urgent need for targeted interventions and equitable resource allocation. By understanding the specific challenges and opportunities within each neighborhood, the city can develop tailored strategies to improve the quality of life for all residents.

A Tale of Three Neighborhoods

The tale of three neighborhoods analysis reveals stark disparities in well-being across Healdsburg's census tracts, painting a picture of distinct realities experienced by residents in different parts of the city (See Table 3). A granular analysis underscores the importance of moving beyond city-wide averages to understand the nuanced experiences of residents within specific neighborhoods.
• Old Healdsburg: This census tract
emerges as the most advantaged area,
boasting the highest scores in health and
education. Residents here likely benefit
from factors such as access to quality
h e a l t h c a re s e r v i c e s a n d s t ro n g
educational institutions. This translates
to a higher overall quality of life and
greater access to resources, contributing
to better health outcomes, higher
educational attainment, and increased
economic stability.
• North Healdsburg: In stark contrast,
North Healdsburg presents a concerning
picture with the lowest scores in health and education. This indicates significant challenges faced by residents in this area, including potential barriers to accessing healthcare services and limited educational opportunities. These factors can contribute to poorer health outcomes and lower educational attainment potentially trapping residents in cycles of disadvantage.
• Central Healdsburg: This neighborhood occupies a middle ground, with strong health and education indices but the lowest income index. This suggests that while residents may have access to good healthcare and education, they may still face financial constraints or income inequality. This disparity highlights the complex TABLE 3. WELL-BEING INDICES BY CENSUS TRACT IN HEALDSBURG (PORTRAIT OF SONOMA, 2021)
Census Tract Health Index Education Index Income Index
North Healdsburg 5.58 5.80 6.22
Central Healdsburg 6.67 6.12 4.93
Old Healdsburg 8.67 6.55 6.17
Note: This table presents Health, Education, and Income Indices for different census tracts within Healdsburg.

These indices offer a comparative snapshot of well-being across these areas.

TABLE 4. HUMAN DEVELOPMENT INDEX (HDI) AND LIFE EXPECTANCY BY CENSUS TRACT IN HEALDSBURG (PORTRAIT OF SONOMA, 2021)
Census Tract HDI Life Expectancy (at Birth)
North Healdsburg 5.84 79.4
Central Healdsburg 5.91 82.0
Old Healdsburg 7.13 86.8
Note: This table shows the Human Development Index (HDI) and life expectancy at birth for different census tracts in Healdsburg. The HDI is a composite index measuring achievements in key dimensions of human development: a long and healthy life, access to knowledge, and a decent standard of living. Life expectancy at birth is an indicator of overall population health.

Healdsburg Plaza in Old Healdsburg

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10 Human Development Index and Life Expectancy
Further analysis using the Human Development Index (HDI), a composite measure encompassing life expectancy, education, and income, reinforces the disparities observed across the three census tracts (See Table 4).
• Old Healdsburg: Leads with the highest HDI (7.13) and longest life expectancy (86.8 years), reflecting overall well-being.
• North Healdsburg: Has the lowest HDI (5.84) and shortest life expectancy (79.4 years), highlighting potential challenges related to socioeconomic factors, access to healthcare, and overall quality of life.
• Central Healdsburg: Falls in between, with an HDI of 5.91 and a life expectancy of 82 years, indicating room for improvement compared to Old Healdsburg.

See Table 4 for data.

Educational Attainment
Educational attainment levels in Healdsburg reveal significant disparities between neighborhoods, highlighting an unequal distribution of educational opportunities and resources across the city (See Table 5). These disparities have profound implications for residents' overall well-being, impacting their economic prospects, access to healthcare, and social mobility.
• Old Healdsburg: This neighborhood demonstrates the highest level of educational attainment, with a large proportion of residents holding a Bachelor's or Graduate/ Professional degree and a very low percentage of those without a high school diploma. This suggests that residents in Old Healdsburg benefit from greater access to quality education from early childhood through higher education, potentially leading to better job prospects, higher incomes, and improved overall well-being.

TABLE 5. EDUCATIONAL ATTAINMENT AND ENROLLMENT PERCENTAGES IN HEALDSBURG

BY CENSUS TRACT
Note: This table presents Health, Education, and Income Indices for different census tracts within Healdsburg.

These indices offer a comparative snapshot of well-being across these areas.

Census Tract Less Than High
School (%)
Bachelor's
Degree (%)
Graduate/Professional
Degree (%)
Enrollment
(%)
Old Healdsburg 3.7 51 17.7 75.1
North Healdsburg 5.9 44.6 14.4 72.8
Central Healdsburg 10 35.4 14.8 82.2
• North Healdsburg: While still relatively high compared to national averages, North Healdsburg exhibits slightly lower educational attainment levels than Old Healdsburg. The percentage of residents with a Bachelor's or Graduate/Professional degree is lower, and the percentage without a high school diploma is slightly higher.

This suggests that residents in North Healdsburg may encounter barriers to accessing or completing higher education, potentially limiting their economic opportunities and overall well-being.
• Central Healdsburg: This neighborhood presents the most concerning picture regarding educational attainment. It has the lowest percentage of residents with a Bachelor's degree and the highest percentage without a high school diploma. This disparity raises concerns about the quality of education and support systems available to residents in Central Healdsburg. It also suggests that residents may face significant challenges in pursuing higher education or even completing high school, potentially perpetuating cycles of economic hardship and limiting social mobility.

These stark differences in educational attainment across Healdsburg's neighborhoods underscore the urgent need for targeted interventions and investments to address these inequities.

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11 Racial and Ethnic Disparities
Analyzing well-being across Healdsburg's three census tracts – North Healdsburg, Central Healdsburg, and Old Healdsburg – reveals disparities that may disproportionately impact specific racial and ethnic groups. For instance, North Healdsburg, which has the lowest scores across health and education, also has a higher concentration of Latine residents. This suggests that Latine residents in this area may face greater challenges in accessing healthcare, educational opportunities, and also economic resources.

Furthermore, Central Healdsburg, with its lower income index despite strong health and education indices, may also reflect disparities experienced by specific racial or ethnic groups. A deeper investigation into the demographic composition of each census tract, alongside the well-being indicators, can shed light on potential racial and ethnic disparities that require targeted interventions.

This analysis of Healdsburg reveals a community rich in diversity and history, but also marked by socioeconomic disparities and unequal access to resources across its neighborhoods. Recognizing these disparities is crucial for creating a truly inclusive and equitable Multicultural Center.

Median Earnings
Median earnings provide a stark illustration of the economic disparities that exist between Healdsburg's neighborhoods. These figures shed light on the financial realities faced by residents in different areas and underscore the need for targeted economic development initiatives (See Table 6).
• North Healdsburg: Has the highest median earnings ($42,060), indicating a higher level of economic prosperity in this area.
• Old Healdsburg: Follows closely with median earnings of $41,770, suggesting a similar level of economic well-being.
• Central Healdsburg: Reports the lowest median earnings ($34,926), indicating a potential need for economic development and support in this neighborhood.

Understanding these economic disparities is crucial for community planning and resource allocation in Healdsburg. By recognizing these variations, the community can strive to ensure that all residents, regardless of their neighborhood, have the opportunity to thrive and enjoy a high quality of life.]
TABLE 6. MEDIAN EARNINGS PER CENSUS TRACT
Census Tract Median Earnings
Central Healdsburg $34,926
Old Healdsburg $41,770
North Healdsburg $42,060
Note: Table 6 presents the median earnings for the three census tracts in Healdsburg. North Healdsburg has the highest median earnings ($42,060), followed by Old Healdsburg ($41,770). Central Healdsburg has the lowest median earnings ($34,926). These figures indicate a disparity in income levels across different areas of the city.

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12 Figure 1. Survey Card Structure, see also Appendix B.

Methodology
Multicultural Center in their own words. This method facilitated broad participation and captured a wide range of perspectives (See Figure 1).

Listening Sessions: Recognizing the value of in-depth dialogue, the project conducted 8 listening sessions in diverse community settings between January and October 2024. These sessions fostered open conversations and allowed for a deeper exploration of community needs and aspirations. See Appendix A for the list of protocol questions that guided the conversation.

This multi-faceted approach, involving 129 participants, ensured that diverse voices, including those from potentially marginalized groups, were heard and valued.

This photo depicts On the Margins’ listening session at Alliance Medical Center The Healdsburg Multicultural Center Project was deeply committed to incorporating the community's voice at every stage. To achieve this goal, the project adopted a mixed-methods approach grounded in Community-Based Participatory Research (CBPR) principles. This ensured that the community's needs and aspirations not only were considered but actively shaped the research questions, focus, and ultimate direction of the HMCP.

To gather rich and comprehensive data, the project employed two primary methods:

Survey Cards: These cards provided a structured yet open-ended format, allowing community members to express their thoughts, ideas, and priorities for the Healdsburg Data Collection: A Community-Driven Approach

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13 Data Analysis: A Multi-Dimensional Perspective
A robust mixed-methods approach, integrating both quantitative and qualitative analysis techniques, was employed to gain a comprehensive understanding of the community's vision for the Healdsburg Multicultural Center. This multi-faceted approach ensured that the findings were both data-driven and deeply rooted in the lived experiences and aspirations of community members.

Quantitative Analysis:
• Text Mining: Advanced computational text mining techniques were applied to analyze the survey card responses. This involved leveraging sophisticated algorithms to sift through the text data, identify key words, phrases, and recurring themes, and ultimately quantify the most frequently expressed needs and priorities. This approach provided a valuable overview of the prevalent topics and concerns within the community.

Qualitative Analysis:
• Thematic Analysis: A rigorous
qualitative methodology known as
thematic analysis was employed to
delve deeper into the meaning behind
the community's input. This involved a
systematic process of reviewing both
the survey card responses and detailed
notes from the listening sessions to
identify, analyze, and report patterns
(themes) within the data. This approach
facilitated a critical and systemic
inquiry, allowing the researchers to
uncover the underlying meanings,
beliefs, and values expressed by
community members, providing rich
context to the quantitative findings.

TABLE 7. STEP BY STEP DATA ANALYSIS PROCESS (PICKRELL & DOMINGUEZ, 2024)

1. Careful Data Entry and Cleaning:
○ All survey responses were meticulously typed into a spreadsheet, ensuring accuracy and correcting any typos or grammar mistakes.
○ Responses were sorted by language (English or Spanish) to ensure clear understanding. ○ To protect participant privacy, any identifying information was removed.

2. Analyzing the Data:
○ Quantitative analysis: Specialized computer programs were used to analyze word frequency, phrase frequency, and recurring themes. Demographic data was also analyzed to ensure representation.
○ Qualitative analysis: Responses were thoroughly reviewed to identify common themes and patterns. Computer programs were used to create visual representations of the data, such as word clouds and network diagrams, to aid in understanding the overall picture.

3. Text Mining (Using Computers to Find Meaning in Words):
○ A Python script was used to analyze the text in the survey responses. ○ English and Spanish responses were separated.
○ Common word pairs (bigrams) were identified in each language. ○ Word clouds were created to visualize frequently mentioned words and ideas. ○ Word types (nouns, verbs, adjectives) were analyzed to understand expression styles. ○ Network diagrams were created to visualize connections between different ideas. ○ Topic modeling was used to discover the main topics emerging from the responses.

The photograph depicts the researcher alongside
the results of the analysis. The design mandates
are displayed on the right, while a word cloud
visualization of the survey responses is featured on
the left.
• Demographic Calculations: Standard statistical software (e.g., Excel) was utilized for demographic calculations, providing a clear picture of the community's composition and needs.

By combining these analytical approaches, the HMCP gained a multi-dimensional perspective and a nuanced understanding of the community's vision for the Healdsburg Multicultural Center. This ensured that the final recommendations were not only data-driven but also deeply rooted in the lived experiences and aspirations of the community, ultimately contributing to a more relevant and impactful Healdsburg Multicultural Center.

A summary of the survey card analysis procedure is described in Table 7 below:

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14 Conclusions from Survey Cards and Listening Sessions In conclusion, the eight listening sessions proved instrumental in capturing the authentic voice of the Healdsburg community. Through meticulous documentation and careful analysis of the qualitative data by Corazón Healdsburg, Alliance Medical Center, and On the Margins, recurring themes and priorities emerged, crystallizing into the "10 Design Mandates." These mandates are:

1. Multi-generational Spaces for Movement and Play: Spaces designed for physical wellbeing for all ages, including multipurpose sports fields, exercise areas, and play spaces for children and youth.

2. Community Kitchen/Cafeteria: A community-led kitchen/cafeteria fostering culinary skills, shared meal preparation, and access to healthy, affordable food.

3. Collaborative Mural Art: Partnerships with Healdsburg artists and community members, especially from LGBTQIA+ and BIPOC communities, to co-create murals celebrating cultural diversity and empowerment.

4. Sensory-Aware Design: Spaces offering varying levels of sensory engagement, from vibrant and stimulating to quiet and calming, to accommodate individual preferences.

5. Spaces for Creative Expression: Dedicated areas for community-led arts, crafts, and music, emphasizing cultural traditions and the therapeutic benefits of creativity.

6. Environmental Justice: A commitment to sustainability, featuring native plants, traditional medicinal plants, and edible gardens. The design should reclaim and restore natural spaces historically taken from BIPOC communities.

7. Lifelong Learning Hub: A center for intergenerational learning and career development, offering academic support, life skills training, career/technical education, and resources for literacy, GED preparation, and certifications.

8. Community Gathering Spaces: Flexible spaces designed to foster community interaction, gatherings, and cross-cultural connection. Support for community-led events, celebrations, and shared activities.

9. Computer Access and Digital Literacy: On-site computers and technology education, including coding classes, accessible to all community members.

10. Access, Autonomy, Accountability, and Justice: The center must be physically and financially accessible to all, with community voices central to its design and operation. A commitment to mutual accountability and justice for underserved communities in Healdsburg.

Findings, Conclusions, and Confirmations
Demographics
Listening session participants were diverse, with over 90% identifying as Latine, and representation from Mixtec, Triqui, White, and Asian/Pacific Islander communities. The majority of respondents were female (65%), with 34% identifying as male and 1% as non-binary. Almost all respondents who provided their location indicated a zip code of 95448 or wrote in "Healdsburg."
The listening session participants were also diverse in age, with the largest group being middleaged adults between 40 and 50 years old, but also included representation from young adults, seniors, and various cultural backgrounds (See Figure 2).

Figure 2. Age Histogram

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Packet Pg. 58
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

LISTENING SESSIONS
15 Preferred Location
When asked about the ideal location for the Healdsburg Multicultural Center, participants overwhelmingly favored integrating it into the existing Healdsburg Community Center at 1557 Healdsburg Ave, Healdsburg, CA 95448.

This strong preference stemmed from several factors:
• Familiarity and Comfort: The existing Community Center is already a familiar and welcoming space for many residents, fostering a sense of comfort and belonging. • Increased Feasibility: Participants recognized that leveraging the existing site would make the project more feasible and efficient, allowing for a quicker realization of the Multicultural Center.
• Centralized Community Hub: Integrating the Multicultural Center into the existing Community Center creates a centralized hub for diverse programs and services, promoting greater access and community interaction.

By choosing this location, the community envisions a vibrant and inclusive space that builds upon existing resources and strengthens community connections.

Design Workshops Based on Design Mandates
To bridge the gap between community aspirations and architectural realities, the design team orchestrated two interactive workshops. The first workshop, held in September 2024, served as a platform to gather community feedback on potential architectural designs and delve deeper into how the community's vision could be seamlessly integrated into the existing Healdsburg Community Center site.

A key component of this workshop was the "dot polling" activity, which allowed residents to visually express their preferences for various design options by placing colored stickers on posters. This interactive exercise provided the architects with immediate, quantifiable feedback, giving them valuable insights to guide their decision-making.

Building on the foundation established in the first workshop, the second workshop in November 2024 delved into specific architectural and landscape design elements. Residents actively participated in a site planning activity, generating creative ideas for the center's layout, functionality, and aesthetic appeal.

This photo is from the initial design workshop held at the Healdsburg Community Center.

The images showcase a range of design possibilities explored by the architecture firms for this project.

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Packet Pg. 59
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

LISTENING SESSIONS
16 2. 3D Model Perspective: To further enhance visualization and refine the design, the architects are creating a 3D model of the Healdsburg Multicultural Center. This digital representation allows them to:
• Explore Aesthetics: Experiment with different architectural styles, materials, and color palettes to achieve an aesthetically pleasing and culturally relevant design. • Evaluate Functionality: Assess the flow and functionality of spaces, ensuring they meet the intended purpose and accommodate various activities and events. • Communicate Effectively: Share a tangible representation of the design with stakeholders, facilitating communication and fostering a shared understanding of the project's vision.

By meticulously crafting the master plan concept and 3D model perspective, the architects are taking concrete steps to bring the community's dream for the Healdsburg Multicultural Center to life.

Future Directions
The architects are currently immersed in the process of translating the community's aspirations into tangible design concepts for the Healdsburg Multicultural Center. They are diligently analyzing the wealth of feedback gathered from the two community workshops, paying close attention to the preferences expressed through the "dot polling" activity. This valuable input is shaping their decision-making as they refine the design and ensure it aligns with the community's vision.

Their current focus is twofold:

1. Master Plan Concept: The architects are developing a comprehensive master plan that outlines the overall design and layout of the center. This preliminary plan encompasses various aspects, including:
• Building Placement: Strategically positioning the main building and any auxiliary structures to optimize flow and functionality.
• Parking and Accessibility: Designing accessible parking areas and pathways that cater to individuals of all abilities.
• Walkways and Circulation: Creating a pedestrian-friendly environment with clearly defined walkways and intuitive circulation patterns.
• Landscaping and Outdoor Spaces: Integrating green spaces, native plants, and gathering areas that foster a sense of community and connection with nature. • Amenities and Features: Incorporating key amenities such as the community kitchen, multi-purpose spaces, and technology areas in a way that maximizes their usability and accessibility.

This master plan concept serves as a blueprint for the project, guiding decision-making and ensuring that the final design effectively meets the diverse needs of the community.

The image shows one groups’ site plan that influenced the Master Plan Concept.

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Packet Pg. 60
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

VISIONING SESSIONS

TWO PUBLIC WORKSHOPS LEAD BY GORING & STRAJA ARCHITECTS AND CARDUCCI ASSOCIATES IN OCTOBER AND NOVEMBER, 2024

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Packet Pg. 61
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
18 Workshop #01
Drawing from the Listening Sessions
As was previously mentioned in the On the Margins (OTM) report, the firms of Goring & Straja Architects and Carducci Associates (Design Team), were engaged to further the community’s vision for the Healdsburg Multicultural Center. The Design Team’s intent was to build upon the the information and data gathered at the eight“Listening Sessions by introducing two “Visioning Session” Workshops to engage with the community directly. OTM provided the Design Team with an “Architect Design Suggestions Report” which summarized the data collected at the previous Listening Sessions to assist them with preparing for the Workshops.

After reviewing the report, the Design Team determined that there were eight distinct Programmatic Spaces the community described for their ideal Multicultural Center:

The mural above is currently displayed in the west courtyard of the existing community center. The participatory and community oriented nature of it serves as inspiration for the HMCP process. • Quiet Study / Reading Spaces
• Music Room
• Life Skills / Career Support Spaces
• Multipurpose Room
• Community Kitchen
• Arts & Crafts Room
• Study Spaces
• Classrooms
The Design Team developed image boards consisting of photographs they felt could best describe options for each of the eight Programmatic Spaces. In addition, they developed image boards representing the ten Design Mandates which also had multiple photographic images of options for each of the Design Mandates.

6.A.c
Packet Pg. 62
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
19 In addition to Dot Polling, a “Comments Board” was made available to solicit input from the community to further describe their vision for the Multicultural Center not be represented in the Programmatic Spaces or Design Mandates image boards.

Site Context and Dot Polling
Workshop #01 was held on October 16, 2024 at the Healdsburg Community Center Multipurpose Room. It was attended by over 50 members of the community. Bi-lingual materials and a translator were provided at the Workshop to ensure inclusion. A Context Map, Existing Conditions Plan and Plan of the Existing Community Center were presented to orientate the community with the facility. After review of the eight Programmatic Spaces and ten Design Mandate Programming Imagery Boards, the community was provided with colored “dots” and asked to place them on the images (photographs) of Spaces / Mandates that resonate with them. It was a lively exercise and participants enjoyed the opportunity to “vote” for the photographs that best represented their vision for the future Multicultural Center. It should be noted that several participants would gather around a specific board and discuss as a group why a specific photograph was the best representation.

The following page shows the context map of Healdsburg that was printed at large scale for reference during Visioning Session 1, to illustrate relationships between the existing Community Center site and other public amenities and points of interest within Healdsburg.

The mural above is currently
displayed in the west courtyard
of the existing community
center. The participatory and
community oriented nature of it
serves as inspiration for the
HMCP process.

Above: Three participants pose during the activity.

Top left: Landscape architect William Fee joins
attendees on an optional walk of the Community
Center site prior to the workshop.

Top Right: The number of stickers an image
receives illustrates how important the ideas within
it are to the community who voted.

Opposite: Attendees participate in dot polling.

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Packet Pg. 63
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements) 0 1000 2000 4000
N
2 M I L E | M I L L A
1 M I L E | M I L L A
1 1 / 2 M I L E | M I L L A
1 /
4 M
I L E | M I L L A
1 /
2 M I L E | M I L L A
5 MINUTE WALK
5 M I N U T O S D E C A M I N ATA

1.5 MINUTES BY BIKE

1.5 MINUTOS EN BICICLETA
10 MINUTE WALK
1 0 M I N U T O S D E C A M I N ATA
3 MINUTES BY BIKE
3 MINUTOS EN BICICLETA
20 MINUTE WALK
2 0 M I N U T O S D E C A M I N ATA
6 MINUTES BY BIKE
6 MINUTOS EN BICICLETA
30 MINUTE WALK
3 0 M I N U T O S D E C A M I N ATA
9 MINUTES BY BIKE
9 MINUTOS EN BICICLETA
40 MINUTE WALK
4 0 M I N U T O S D E C A M I N ATA
12 MINUTES BY BIKE
12 MINUTOS EN BICICLETA

HEALDSBURG PLAZA

PLAZA DE HEALDSBURG

PROJECT SITE

SITIO DEL PROYECTO
Healdsburg Context Map 20

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Packet Pg. 64
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
21 Existing Community Center Site Plan The site plan below was presented as a 36” x 72” print for Visioning
Sessions 1 and 2, to show the full
spread of the long and narrow site of
the existing Community Center.

HEALDSBURG MULTICULTURAL/

COMMUNITY WELLNESS CENTER
PROGRAM IMAGERY | IMÁGENES DEL PROGRAMA
SCALE:
10/16/24
NTS
DATE:

BOARD NO. 00 1557 HEALDSBURG AVENUE
WORKSHOP 1

1.5 MILE | MILLAT O H E A L D S B U R G P L A Z A A LA PLAZA DE HEALDSBURG5/16 MILE | MILLA6 M I N U T E W A L K 6 M I N U T O S D E C A M I N ATA 2 M I N U T E B I K E R I D E 2 MINUTOS EN BICICLETA1/4 MILE | MILLA5 M I N U T E W A L K 5 MINUTOS DE CAMINATA1 . 5 M I N U T E B I K E R I D E 1.5 MINUTOS EN BICICLETA1/8 MILE | MILLA2 M I N U T E W A L K 2 MINUTOS DE CAMINATA1 M I N U T E B I K E R I D E 1 MINUTO EN BICICLETA0 MILE | MILLA

YOU ARE HERE
ESTÁS AQUÍ

U N D E V E L O P E D A R E A
ÁREA NO DESARROLLADA
( E ) R E D W O O D S

SECUOYAS EXISTENTES

S O C C E R F I E L D
CAMPO DE FÚTBOL

G R A S S S P O R T S F I E L D
CAMPO DE CÉSPED

B A S E B A L L I N F I E L D

W I T H B A C K S T O P
I N F I E L D D E B É I S B O L

CON REJA O MALLA
PARKING (41)

ESTACIONAMIENTO

E X I T
SALIDA
( E ) R E D W O O D S

SECUOYAS EXISTENTES

E N T R Y

ENTRADA

O U T F A L L

SALIDA DE DRENAJE

P L A Y A R E A
ÁREA DE JUEGOS

I N F O R M A L P A R K I N G A R E A
Á R E A D E E S T A C I O N A M I E N T O

INFORMAL

B A L L W A L L S

P A R E D E S P A R A
PELOTA

B A S K E T B A L L C O U R T S

CANCHAS DE BALONCESTO

FOSS CREEK
OFFICES | OFICINAS

S E R V I C E G A T E

PUERTA DE SERVICIO

F O R M E R G A R D E N
EXJARDÍN

Y A R D
PATIO

R E A R E N T R Y

E N T R A D A

TRASERA
D A Y
CARE
G U A R D E R Í A

INFANTIL
PR PR S T A F F |

PERSONAL

PR PR PR

PR PR O F F I C E

OFICINA

O F F I C E

OFICINA

M E E T I N G

R O O M
S A L Ó N D E

REUNIONES

AMPHITHEATER

ANFITEATRO

M U L T I P U R P O S E R O O M

S A L A D E U S O S
MÚLTIPLES

E X I T
SALIDA

T R A F F I C L I G H T C R O S S W A L K
SEMÁFORO PASO PEATONAL

E X I T
SALIDA

E N T R Y

ENTRADA

C R O S S W A L K

PASO PEATONAL

M A I N E N T R Y

ENTRADA PRINCIPAL

L O A D I N G Z O N E

Z O N A D E C A R G A Y

DESCARGA
P A R K I N G ( 4 3 )

ESTACIONAMIENTO

A C C E S S I B L E P A R K I N G

E S T A C I O N A M I E N T O

ACCESIBLE

E N D O F P A T H

FIN DEL CAMINO L O W P O I N T

PUNTO BAJO DE DRENAJE L O W P O I N T

P U N T O B A J O D E

DRENAJE
~158.50 ~156.00
~154.00
~152.50
~152.00
~154.00
~149.00 ~153.50
~147.00 ~ 5 %
~154.00
~150.00 ~155.00
~145.00
~149.50
~146.25
0 . 8 %
1 . 5 %

K I T C H E N
COCINA
R

GROVE ST

HEALDSBURG AVE

HEALDSBURG AVE

PAUL WITTKE DR

F O S S C R E E K P A T H W A Y

CAMINO DE FOSS CREEK

O A K G R O V E

A P A R T M E N T S

D E P A R T A M E N T O S

DE OAK GROVE
04 1”=30’
FOSS

FOSS CREEK
CREEK

B A S E B A L L B A C K S T O P
REJA O MALLA DE BÉISBOL

T R A F F I C L I G H T
SEMÁFORO

C R O S S W A L K

PASO PEATONAL

O U T F A L L

SALIDA DE DRENAJE
( E ) R E D W O O D S

SECUOYAS EXISTENTES

F O S S C R E E K P A T H W A Y

CAMINO DE FOSS CREEK

R R T R A C K S
VÍAS DEL TREN
R
R
R

C R O S S W A L K

PASO PEATONAL

R R T R A C K S
VÍAS DEL TREN

O U T F A L L

SALIDA DE DRENAJE
R
EXISTING CONDITIONS PLAN | PLAN DE CONDICIONES EXISTENTES 0 30 60 120 N

F O S S C R E E K P A T H W A Y

CAMINO DE FOSS CREEK

S T O R M D R A I N E A S E M E N T & S T O R M W A T E R

A C C E S O P A R A D R E N A J E D E A G U A S D E
LLUVIA
LEGEND

V E H I C U L A R E N T R Y & E X I T

ENTRADA Y SALIDA VEHICULAR

P R O G R A M R O O M

SALA DE PROGRAMAS

R E S T R O O M
BAÑO

R R T R A C K S
VÍAS DEL TREN

T R A F F I C L I G H T
SEMÁFORO
2 0 ’ W I D E F I R E R O A D
C A M I N O C O N T R A I N C E N D I O S D E 2 0 P I E S

DE ANCHO
PR
R

6.A.c
Packet Pg. 65
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
22 Existing Site Conditions
The existing Healdsburg Community Center is owned and operated by the City of Healdsburg.

It was a former elementary school. It is adjacent to Foss Creek and the Foss Creek Bikeway, an abandoned railroad right-of-way that connects to Central Healdsburg. The Community Center fronts Healdsburg Avenue. The site is bordered by mature trees on the south and east. West of the site is a large grove of mature native oak trees in the Foss Creek riparian corridor. Between Foss Creek and the site is the abandoned railway and the Foss Creek Bikeway. The site is about 10 acres and includes three distinct areas:

1. a central campus of one-story buildings,

2. south of the campus buildings is a multiuse hardcourt with basketball courts, a children’s play area, an abandoned community garden, and an adjacent multiuse natural grass sports field that accommodates baseball and soccer,

3. and a small undeveloped area in the north portion of the site The central campus buildings are occupied by the City of Healdsburg Community Services Department, Corazón Healdsburg, Alliance Medical Center and a YMCA childcare facility.

The campus also includes a Multipurpose Building with a kitchen, a community meeting room and several classrooms that are available for rental use. The buildings and rooms are connected by covered outdoor corridors. Situated between the various rooms and covered outdoor corridors are three mostly paved courtyards. The courtyard next to the Multipurpose Room includes a sunken amphitheater. The two other courtyards are unprogrammed and have few trees or plants.

Area 3: view of undeveloped north area; looking south from start of Foss Creek Bikeway at Grove St.

Area 2: view of vast blacktop and soccer fields south of central campus, looking south.

Area 1: view of entrance on north side of central campus, looking south.

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Packet Pg. 66
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
23 FF 155.7
FF 155.6
FF 155.6

DRIVEWAY CURB CUT

CROSS WALK
TRASH

ENCLOSURE

CONCRETE WALL
GATE
C
FF 155.6
FF 154.4
153.7
150.3
153.7
149.0

GATE GATE
FF 154.4
FF 154.25
FF 154.4
FF 155.6
FF 154.35
154.35
FF 154.4
FF 154.4
154.25
154.35

SIDEWALK
20' W DI E STORM

DRA NI EASEMENT

CURB & GUTTER

SIDEWALK
153
153
156
155
154
154
154
153
153
153
152
152
152
152
152
151
151
151
150
150
JP
JP
HB
FH
FH
FH
0 32 48 64 FT
M
D B
N
O
C
H
P
Q
R
S
T
U
A
B
T
T
G
I

G G F F
J
J
ROOM 1
ROOM 2
ROOM 3
ROOM 4
ROOM 5
ROOM 9
ROOM 10
ROOM 11
ROOM 8
ROOM 7
ROOM 6
ROOM
12 ROOM
13 ROOM
14 ROOM
15 ROOM
16 S
S
S
R
R
V
W
V
E
J
M
M I
L
L
L
L
L
K L
E

YOU ARE HERE
USTED ESTÁ AQUÍ

EXISTING USES
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
Reception / Recepción
City of Healdsburg Community Services/Parks &
Recreation Staff Offices /
Oficinas de personal de servicios
comunitarios/parques y recreación de la ciudad
de Healdsburg
Conference & Break Room / Sala de
Conferencias y Descanso
Community Meeting Room / Sala de Reuniones
Comunitarias
Temporary Regional Library / Biblioteca Regional
temporal
Alliance Medical Center / Clínica Alianza
Corazón Healdsburg
City of Healdsburg Staff Break Room / Sala de
Descanso del Personal de la Ciudad de
Healdsburg
Santa Rosa Junior College / Colegio Santa Rosa
YWCA Childcare Program / Programa de cuidado
infantil de la YWCA
Art room / Sala de arte
Summer camp (seasonal) / Campamento de
verano (estacional)
Multipurpose room / Salón Multiusos
Kitchen / Cocina
Mechanical / Sala de Máquinas
Staff Restroom / Baño de Empleados
Child Restroom / Baño de Niños
Public Restroom / Baño Público
Storage Container / Contenedor de
Almacenamiento
Courtyard / Patio
Amphitheater / Anfiteatro
Childcare Playground / Patio de juegos de niños
Former Community Garden / Antiguo jardín
comunitario

HEALDSBURG MULTICULTURAL/

COMMUNITY WELLNESS CENTER
PLAN OF EXISTING COMMUNITY CENTER | PLANO DEL CENTRO COMMUNITARIO EXISTENTE SCALE:
10/16/24
1" = 10'-0"
DATE:

BOARD NO. 06 1557 HEALDSBURG AVENUE
WORKSHOP 1
Existing Community Center
Enlarged Plan
This drawing was printed at large
scale (1” = 10’-0”) for reference
during Visioning Session 1. Both of
the Visioning Sessions were held in
the Multipurpose Room, indicated
by a red star.

6.A.c
Packet Pg. 67
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
24 Dot Polling Data Analysis Process
Rank - #1 of 8 total: 67
Program: Community Kitchen
Tulum outdoor kitchen 26.5
Hackney kids kitchen       25.5
outdoor banquet dining 4
grandma cooking 4
industrial open kitchen 4
Nordic cafeteria3

INDOOR/OUTDOOR, FAMILY

FRIENDLY, OPEN, LOTS OF

STORAGE
Rank - #2 of 8 total: 60
Program: Music Room
CDMX dance hall 18
TEDx-esque bean bags 14
black and white rehearsal room 10
red vibey recording studio 10
other vibey recording studio 5
dugout practice room 1
frames and guitar 1
mobiles and xylophones 1

PLAYFUL LIGHT/MAT'L

INSTALLATION, LARGE OPEN

SPACE, CONVERTIBLE FOR

DANCE /PERFORMANCE /

REHEARSAL /LISTENING,

PERFORMANCE ACOUSTICS

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Packet Pg. 68
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
25 Dot Polling Data Analysis Process
Rank - #3 of 8 total: 38
Program: Study Spaces
tech computer lab 24
plywood booths 9
colorful Wework cafe 3
japandi cubicles 1
banquet cafe 1

FOCUSED ATMOSPHERE, TASK

LIGHTING, FLEXIBLE TABLES/BAR
TOPS, OPTION TO COLLAB, HIGHTECH COMPATIBLE, SOME

DESKTOP STATIONS
Rank - Tied for #4 of 8 total: 35
Program: Classrooms
indoor/outdoor open classroom 25
techy kid classroom 3
exposed brick with clerestory windows 1
white board/mod furniture 2
brise soleil with green desks 4

LIGHT, OPEN, MODULAR/

FLEXIBLE, OPEN UP TO

OUTDOOR

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Packet Pg. 69
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
26 Dot Polling Data Analysis Process
Rank - Tied for #4 of 8 total: 35
Program: Multipurpose Room
basketball pavilion 9
colorful glass lobby 7
ping pong 7
indoor hillside 5
glass presentation 3
colorful fabric 2
nighttime pavilion 2

COLORFUL, INDOOR/OUTDOOR OR
AT LEAST LOTS OF NAT'L LIGHT +

VIEWS, GAMES, PRIORITIZE

PLAYFULNESS
Rank - Tied for #6 of 8 total: 31
Program: Life Skills/Career Support Spaces
CDMX concrete computer lab 17
materials lab with glass ceiling 6
sewing lab 4
‘millennial pink’ board room 2
chat circle mural 2

LIGHT, OPEN SPACE, HIGH

TECH-COMPATIBLE/ PRIORITY

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Packet Pg. 70
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
27 Dot Polling Data Analysis Process
Rank - Tied for #6 of 8 total: 31
Program: Arts & Crafts Room
sewing lab with floor mural 11
loom 7
colorful coloring table 4
techy maker space 3
peg board maker space 3
clay studio with large windows 2
double height art studio 1

COLORFUL, FIBER-ARTS

FOCUSED, FLEXIBLE/

CONVERTIBLE
Rank - #8 of 8 total: 27
Program: Quiet Study/Reading Spaces
hammock 13
university library cubbies 5
bean bags 3
space age booth 3
techy research library 2
curtain cutout 1

OPTION TO GET REAL COMFY,

PLAYFUL FURNITURE, PARTIAL

PARTITIONS

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Packet Pg. 71
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
28 Dot Polling Data Analysis Process
Rank - #1 OUT OF 10 total: 91
Design Mandate 1: Multipurpose, Intergenerational
Movement Spaces
zumba          30
basketball           16
Don Biddle play structure      11
colored asphalt with activities    11
Marina fitness blue square     9
yoga               9
lawn/field           7
music play             3
swings and playground       3
nature play             1
pickleball & Don Biddle hammocks 0

ACTIVE, COLORFUL

PROGRAMMING, MOVING
YOUR BODY, MULTIGENERATIONAL ACTIVITIES
Rank - #2 OUT OF 10 total: 57
Design Mandate 8: Community Building Spaces
outdoor nightlife group event the barn 31
stage with community watching 12
movie watching 11
outdoor colorful plaza parking lot 5
colorful plaza 5
community food table 2
outdoor food event 1
outdoor seating blue & yellow chairs 0

PARTY, NIGHTLIFE, LIVELY,

COLORFUL, VIBRANT,

MINGLING, COMMUNITY,

ENGAGING

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Packet Pg. 72
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
29 Dot Polling Data Analysis Process
Rank - #3 OUT OF 10 total: 48
Design Mandate 4: Mixed Sensory Engagement
outdoor seating and stage 16
fountain 10
peaceful shade structure 6
a bunch of activities on blacktop 5
rainbow statement structure 5
hummingbird and bees 4
mosaic water fountain         1
wild planting and seat benches     1
person alone in serene garden     0

LIVELY, LOUD,

STIMULATING, ENGAGING,

MINGLING
Rank - #4 OUT OF 10 total: 42
Design Mandate 5: Arts, Crafts, Music
musicians singing on stage         17
lady with loom     7
classical Mexican fancy dancing      7
community dancing and classical dressing up 4
tiny crafts area for kids          3
cultural indigenous dancing         2
community painting craft night       2
face painting & tribal classic dressing up    0

MUSIC, ROOTS, CLASSIC,

CULTURAL PRIDE,

GENERATIONAL, ART,

HANDS-ON

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Packet Pg. 73
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
30 Dot Polling Data Analysis Process
Rank - #5 OUT OF 10 total: 41
Design Mandate 3: Participatory Mural Design
historical mural powerful 15
lady with basket       9
people painting interactive 5
flowers painted 3
flowers on chain link fence 3
cultural pattern colorful sidewalk 3
Healdsburg chainlink fence 1
basket weave ceiling 1
lady screaming fence 1
train track painted sidewalk & LGBTQ+ mural 0

STORYTELLING,

HISTORICAL, MEMORIAL,

CULTURAL PRIDE
Rank - #6 OUT OF 10 total: 39
Design Mandate 2: Community Kitchen and Cafeteria
cultural kitchen/adobe style         11
lush greenery outdoor seating/eating area    8
colorful rainbow outdoor kitchen/seating    6
outdoor picnic/tree canopy           5
outdoor grilling               4
rustic barn outdoor kitchen          3
outdoor produce              1
outdoor market               1
veggie theme outdoor kitchen & tamale making 0

TRADITIONAL, COLORFUL,

PLANTS, TEXTURE,

EXCITING

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Packet Pg. 74
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
31 Dot Polling Data Analysis Process
Rank - #7 OUT OF 10 total: 37
Design Mandate 6: Environmental Justice
ethnobotanical garden          21
outdoor educational garden      5
educational signage showing indigenous history
and use of plants      5
learning stewarding from indigenous people 3
community stewarding of native plants 3
pruning plants            0

PLANTS THAT REMIND

THEM OF HOME,

STEWARDING ROOTS,

EDUCATIONAL

IMPORTANCE
Rank - #8 OUT OF 10 total: 33
Design Mandate 7: Multifaceted Educational
Support
outdoor children nature learning     8
outdoor community group session     8
indoor/outdoor hybrid computer space 7
lady weaving basket         5
outdoor library           3
clay brick making 2
historian/docent talking about trees 0

DEDICATION TO

LEARNING, CULTURAL

PRACTICES AND

IMPORTANCE

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Packet Pg. 75
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
32 Dot Polling Data Analysis Process
Rank - #9 OUT OF 10 total: 32
Design Mandate 10: Prioritize Access, Autonomy,
Accountability and Justice
bilingual signage/walking path   14
ada accessible planters and engagement in
surroundings         8
land acknowledgement 6
walking loop 3
ada accessible path 1

WALKING, ACCESSIBLE

WAYFINDING AND

SIGNAGE, ACCESSIBILE

PHYSICAL SPACES,

ACKNOWLEDGING THE

LAND AND ITS PEOPLE
Rank - #10 OUT OF 10 total: 29
Design Mandate 9: Computer Access and Education
nighttime view of solar seating kids after school 11
computer solar orange bench 7
computer station surrounded by nature and flowers 7
outdoor charging station 2
bench with charging pedestal 2
white high tech outdoor computer space 0

CAN BE PLACED

ANYWHERE, DEDICATION

TO LEARNING,

ACCESSIBILITY TO

CHARGING SOURCES,

6.A.c
Packet Pg. 76
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
33 The hand-written comments left on the open-ended comments board are as follows:

Dot Polling — Comments Board

I WOULD LIKE TO SEE ARTS AND CRAFTS, BUT THEY BRING IN PEOPLE FROM DIFFERENT CULTURES AND WE GET TO DO DIFFERENT TYPE OF THING. LIKE BASKET WEAVING OR

JUST AN ARTIST WHO WANTS TO SHOW PEOPLE HOW TO DRAW
SALÓN PARA BAILE - FOLKLÓRICO, HIP HOP, DISCO, ETC.

HOLIDAY/COMMUNITY EVENTS, EVERYONE COMES TOGETHER. EX: EASTER OR

HALLOWEEN
I WANT THERE TO JUST BE HANGOUT SPOTS TOO; I WANT THERE TO BE RECREATIONAL

ACTIVITIES LIKE GAMING ROOMS, POOL TYPE OF CLUB THING, STUFF LIKE THAT

POP UP FOOD TRUCK EXPERIENCE

I WOULD LIKE THEME PARK
TEMAZCAL BAÑOS DE VAPOR

TEMAZCAL

I WOULD LIKE TO SEE SOMETHING LIKE INDOOR SPORTS FACILITIES OR LIKE A TRAINING/ GYM CENTER; AS FOR THE GENERAL LOOK OF EVERYTHING I DON'T WANT IT TO LOOK TOO MODERN. I WANT IT TO HAVE A SORT OF RELAXED FEELING BUT ALSO BE VIBRANT Note: These comments are shown in the language they were written in.

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Packet Pg. 77
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
34 Workshop #02
Results Revealed
Workshop #02 was also at the Healdsburg Community Center Multipurpose Room on November 24, 2024. After a brief recap, the Design Team presented the Dot Polling results for the Programmatic Spaces and Design Mandate images. The standout images were the most popular images that were reviewed and selected at the first Visioning Session. Each Programmatic Space was represented in the Dot Polling Results board. Similar to the Word Clouds, the standout images were increased or decreased in size according to the number of dot polling votes a specific image received. What emerged from this exercise was the opportunity for the Design Team to define “Commonalities” amongst the eight Programmatic Spaces and ten Design Mandates:

The entrance to the existing Community Center at 1557 Healdsburg Ave.

Programmatic Space Commonalities:
• Close Relationship between Indoor &
Outdoor
• Family Oriented
• Traditional Building Techniques &
Materials
• Fiber Arts priority for Craft Space
• Playfulness, Festivity
• Flexibility of Space & Technology
Design Mandate Commonalities:
• Food, Music and Dance
• Exercise in Natural Setting “Green
Exercise”
• Access to Nature and Ethnobotanical
Plants
• Education and Access to Technology
• Multigenerational and Traditional
• Art Representing Cultural Heritage

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Packet Pg. 78
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
35 DOT POLLING RESULTS / RESULTADOS DE LA ENCUESTA DE STICKERS/PEGATINAS Project: Healdsburg Multicultural/Community Wellness Center / Proyecto: Centro Comunitario Multicultural de Healdsburg Subject: Workshop 2 / Contenido: Taller 2
Date: November 25th, 2024 6:00 - 7:30 pm / Fecha: 25 de noviembre de 2024 6:00 - 7:30 PM Healdsburg Multicultural/Community Wellness Center Workshop 2 — Dot Polling Results

HEALDSBURG MULTICULTURAL/

COMMUNITY WELLNESS CENTER
DOT POLLING RESULTS | RESULTADOS DE LA ENCUESTA DE STICKERS/PEGATINAS SCALE:
11/25/24
NTS
DATE:

BOARD NO. 01 1557 HEALDSBURG AVENUE
WORKSHOP 2
PROGRAMS | PROGRAMAS:
1 1
2 3
4 7
5 6
8 1
2 3
4 5
6 7
8 COMMUNITY KITCHEN |

COCINA COMUNITARIA
MUSIC ROOM | SALA DE MÚSICA
STUDY SPACE | ESPACIOS DE ESTUDIO
CLASSROOM | AULAS
MULTIPURPOSE SPACE |
SALÓN DE USOS MÚLTIPLES
LIFE SKILLS/CAREER SUPPORT SPACE |

ESPACIOS DE APOYO PROFESIONAL/

HABILIDADES PARA LA VIDA
ARTS & CRAFTS SPACE |

SALA DE ARTES Y MANUALIDADES
QUIET STUDY/READING SPACE |

ESPACIOS TRANQUILOS DE

ESTUDIO/LECTURA
THE STANDOUT IMAGES |
LAS IMÁGENES DESTACADAS:

CLOSE RELATIONSHIP

BETWEEN INDOOR & OUTDOOR

FAMILY ORIENTED

TRADITIONAL BUILDING

TECHNIQUES & MATERIALS

FIBER ARTS PRIORITY FOR

CRAFT SPACE

PLAYFULNESS, FESTIVITY

FLEXIBILITY OF SPACE &

TECHNOLOGY

FLEXIBILIDAD DE ESPACIO Y
TECNOLOGÍA
DIVERSIÓN, FESTIVIDAD

LAS ARTES DE FIBRA,

PRIORIDAD PARA EL ESPACIO

DE MANUALIDADES
TÉCNICAS Y MATERIALES DE
CONSTRUCCIÓN

TRADICIONALES

ORIENTADO A LA FAMILIA
RELACIÓN CERCANA ENTRE

INTERIOR Y EXTERIOR
COMMONALITIES | PUNTOS COMUNES:

Architectural themes consistent across
much of your feedback.

Temas arquitectónicos consistentes en
gran parte de sus comentarios.

Shown are the most popular images from each
of the programmatic imagery boards reviewed
during the first Visioning Session.

Se muestran las imágenes más polulares de cada
uno de los tableros de emisión programática
revisados durante la primera sesión de visión.

Listed in order of most to least dots received
during Visioning Session 1 Dot Polling.

Enumerados en orden de mayor a menor
número de puntos recibidos durante la
encuesta de puntos de la sesión de visión 1.

THE LARGER THE IMAGE, THE MORE

DOTS IT RECEIVED INDIVIDUALLY
CUANTO MÁS GRANDE LA IMAGEN,
MÁS PUNTOS RECIBIÓ

INDIVIDUALMENTE

26.5 DOTS | PUNTOS

25.5 DOTS | PUNTOS
18 DOTS | PUNTOS
25 DOTS | PUNTOS
9 DOTS | PUNTOS 24 DOTS | PUNTOS
17 DOTS | PUNTOS
11 DOTS | PUNTOS
13 DOTS | PUNTOS
ARCHITECTURE | ARQUITECTURA
Dot Polling Results — Programmatic Favored Imagery & Commonalities The presentation board below was printed large format as 36”x72” and
distributed as an 11”x17” handout
to Visioning Session 2 participants.

6.A.c
Packet Pg. 79
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
36 DOT POLLING RESULTS / RESULTADOS DE LA ENCUESTA DE STICKERS/PEGATINAS Project: Healdsburg Multicultural/Community Wellness Center / Proyecto: Centro Comunitario Multicultural de Healdsburg Subject: Workshop 2 / Contenido: Taller 2
Date: November 25th, 2024 6:00 - 7:30 pm / Fecha: 25 de noviembre de 2024 6:00 - 7:30 PM Healdsburg Multicultural/Community Wellness Center LANDSCAPE Workshop 2 — Dot Polling Results COMMONALITIES:

Architectural themes consistent
across much of your feedback

HEALDSBURG MULTICULTURAL/

COMMUNITY WELLNESS CENTER

DOT POLLING RESULTS
SCALE:
10/16/24
NTS
DATE:

BOARD NO. 01 1557 HEALDSBURG AVENUE
WORKSHOP 1
PROGRAMS:

Listed in order of most to least dots
received during Visioning Session 1
Dot Polling. 1
1 2
3 4
7 5
6 8
1 2
3 4
5 6
7 8

COMMUNITY KITCHEN

MUSIC ROOM

STUDY SPACE

CLASSROOM

MULTIPURPOSE SPACE

LIFE SKILLS/CAREER

SUPPORT SPACE

ARTS & CRAFTS
SPACE

QUIET STUDY/

READING SPACE
The larger the image, the more
dots it received individually.

CLOSE RELATIONSHIP

BETWEEN INDOOR &

OUTDOOR

FAMILY ORIENTED

TRADITIONAL

BUILDING

TECHNIQUES AND

MATERIALS

FIBER ARTS PRIORITY

FOR CRAFT SPACE

PLAYFULNESS,

FESTIVITY

FLEXIBILITY OF SPACE
& TECHNOLOGY
THE STANDOUT IMAGES:

Shown are the most popular images
from each of the programmatic
imagery boards reviewed during the
first Visioning Session.
11/25/24 WORKSHOP 2
31 DOTS | 31 PUNTOS
1 3
2 4
5 6
7 8
9 9
8 8
5 8
16 DOTS | 16 PUNTOS
11 DOTS | 11 PUNTOS
11 DOTS | 11 PUNTOS 16 DOTS | 16 PUNTOS 11 DOTS | 11 PUNTOS 17 DOTS | 17 PUNTOS
21 DOTS | 21 PUNTOS
30 DOTS | 30 PUNTOS
15 DOTS | 15 PUNTOS 8 DOTS | 8 PUNTOS
8 DOTS | 8 PUNTOS
11 DOTS | 11 PUNTOS
14 DOTS | 14 PUNTOS

DOT POLLING RESULTS
NTS
02 THE STANDOUT IMAGES | LAS IMÁGENES DESTACADAS:

Shown are the most popular images from each of the programmatic imagery boards reviewed during the first Visioning Session.

Se muestran las imágenes más populares de cada uno de los tableros de imágenes programáticas revisados durante la primera sesión de visión. 1 LARGE COMMUNITY GATHERING PAVILION | GRAN
PABELLÓN DE REUNIÓN COMUNITARIA
(08 COMMUNITY BUILDING SPACES | 08 ESPACIOS PARA EL DESARROLLO

COMUNITARIO)
2 “ZUMBA” MULTIPURPOSE EXERCISE SPACE | ESPACIO DE
EJERCICIO MULTIUSOS “ZUMBA”
(01 MULTIPURPOSE, INTERGENERATIONAL MOVEMENT SPACES | 01 ESPACIOS

MULTIUSOS DE MOVIMIENTO INTERGENERACIONAL)
3 ETHNOBOTANICAL GARDEN | JARDÍN ETNOBOTÁNICO
(06 ENVIRONMENTAL JUSTICE | 06 JUSTICIA AMBIENTAL)
4 MUSIC PERFORMANCE SPACE | ESPACIO DE
INTERPRETACIÓN DE MÚSICA
(05 ARTS, CRAFTS, MUSIC | 05 ARTES, MANUALIDADES, MÚSICA) 5 STAGE AND SEATING | ESCENARIO Y ASIENTOS
(04 MIXED SENSORY ENGAGEMENT | ESTIMULACIÓN SENSORIAL MIXTA) BASKETBALL | BALONCESTO
(01 MULTIPURPOSE, INTERGENERATIONAL MOVEMENT SPACES | 01 ESPACIOS

MULTIUSOS DE MOVIMIENTO INTERGENERACIONAL)
6 HISTORICAL MURAL | MURAL HISTÓRICO
(03 PARTICIPATORY MURAL DESIGN | 03 DISEÑO PARTICIPATIVO DE MURALES) 7 WALKING PATH WITH BILINGUAL SIGNAGE | SENDERO
CON SEÑALIZACIÓN BILINGÜE
(10 PRIORITIZE ACCESS, AUTONOMY, ACCOUNTABILITY, AND JUSTICE | 10 PRIORIZAR EL ACCESO, LA AUTONOMÍA, LA RESPONSABILIDAD Y LA JUSTICIA) 8 PLAY STRUCTURE AND PAVEMENT ACTIVITIES |

ACTIVIDADES DE ESTRUCTURA DE JUEGO Y PAVIMENTO
(01 MULTIPURPOSE, INTERGENERATIONAL MOVEMENT SPACES | 01 ESPACIOS

MULTIUSOS DE MOVIMIENTO INTERGENERACIONAL)
CULTURAL KITCHEN | COCINA CULTURAL
(02 COMMUNITY KITCHEN AND CAFETERIA | 02 COCINA Y CAFETERÍA

COMUNITARIAS)
OUTDOOR TECH STATION | ESTACIÓN TECNOLÓGICA AL

AIRE LIBRE
(09 COMPUTER ACCESS AND EDUCATION | 09 ACCESO A LA COMPUTADORA Y EDUCACIÓN)
9 OUTDOOR LEARNING SPACES | ESPACIOS DE

APRENDIZAJE AL AIRE LIBRE
(07 MULTIFACETED EDUCATIONAL SUPPORT | APOYO EDUCATIVO
MULTIFACÉTICO)
COMMONALITIES | PUNTOS EN COMÚN:

Landscape themes consistent across much of your feedback:

Temas de paisaje consistentes en gran parte de sus comentarios:

FOOD, MUSIC, AND DANCE
COMIDA, MÚSICA Y BAILE

EXERCISE IN NATURAL
SETTING “GREEN EXERCISE”

EJERCICIO EN ENTORNO
NATURAL “EJERCICIO VERDE”

ACCESS TO NATURE AND

ETHNOBOTANICAL PLANTS

ACCESO A LA NATURALEZA Y
PLANTAS ETNOBOTÁNICAS

EDUCATION AND ACCESS

TO TECHNOLOGY
EDUCACIÓN Y ACCESO
A LA TECNOLOGÍA

MULTIGENERATIONAL AND

TRADITIONAL

MULTIGENERACIONAL Y

TRADICIONAL

ART REPRESENTING CULTURAL

HERITAGE

ARTE REPRESENTANTE DEL

PATRIMONIO CULTURAL
PROGRAMS | PROGRAMAS:

Listed in order of most to least dots received during Visioning Session 1 Dot Polling.

Enumerados en orden de mayor a menor puntos recibidos durante el sondeo de puntos de la sesión de visión 1.

Dot Polling Results — Design Mandate Favored Imagery & Commonalities The presentation board below was printed large format as 36”x72” and
distributed as an 11”x17” handout
to Visioning Session 2 participants.

6.A.c
Packet Pg. 80
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
37 A Community Charrette
During the second half of Workshop #02, participants were divided into six groups. Each group consisted of 8-10 persons plus a design facilitator and bi-lingual colleague. The groups gathered around an existing Site Plan of the facility and were provided with transparent representations of the Programmatic Spaces and Design Mandates for the participants to overlay over the existing Site Plan as a “Space Planning Activity”. Each group’s final “Site Plan” was recorded.

It is the hope of the Design Team that as the project moves forward, the Dot Polling Results, Commonalities and Site Plan options will inform and influence the design for the future Multicultural Center.

Group 6 hashes out some possibilities with
landscape architect Karly Behncke.

Ellipses with site elements (green) or interior
programs (blue) were printed on acetate to overlay
the site plan. Write-ins were purple.

Group 1 poses at their table in the existing Multipurpose Room of the Community Center after completing their site planning activity. Architect Douglas Thornley (standing) joined their table.

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Packet Pg. 81
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
38 Group 1:
• Provide Community Gathering Space in north
undeveloped site
• Increase parking
• Increase trees along Healdsburg Avenue
• Provide Arts + Crafts space (infill southwest adj to
portables or adjacent to Community Gathering
Space)
• Provide an indoor soccer facility
• Provide a proper exterior soccer pitch
• Provide a Temazcal at either end of the property
(ensuring privacy)
• Provide exterior lighting at existing sports field (for night use)
• Provide outdoor learning spaces adjacent to sports
field
• Provide an outdoor track (for sports) around sports
field
• Preserve current (health) services
Detailed Summary of Notes per Charrette Group
Group 2:
• Mostly programing
• Table two placed acetate programs overtop of
where they are existing in order to ‘lock them in’
and preserve their programs.
• Table two came up with so many of their own
programs that they used all of the purple open
ended ellipses and more plain trace paper.

Group 3—Scheme 1:
‣ Community Center
• Use existing rooms in the community center for
quiet activity. Ie: Use existing MPR for quiet
study
• Have noisy activities on the south side of the
community center. Ie: Music room located on
south side of community center
• Rearrangement of room use inside the existing
community center
• Locate historic mural on free-standing wall east
of the existing amphitheater
‣ South of Community Center
• Locate ethnobotanical garden at location of
former garden. Locate community kitchen west
of the ethnobotanical garden and outdoor
cultural kitchen south of the ethnobotanical
garden.
• Locate large community gathering structure in
southwest corner of hardcourt. Include outdoor
music performance and stage with seating
• Provide indoor soccer, basketball and gym
venue at location of existing basketball courts
• Expand one bay of parking into lawn
• Include walking paths
• Use hardcourt for Zumba, play structure and
pavement activity
‣ Undeveloped Parcel
• Outdoor learning, Outdoor tech station and
Sweat House
Group 3— Scheme 2:
‣ Community Center
• Use existing rooms in the community center for
noisy activity. Ie: Use existing MPR for
performance space
• Have quiet activities on the south side of the
community center. Ie: classrooms and quiet
study
• Rearrangement of room use inside the existing
community center
• Locate historic mural on free-standing wall east
of the existing amphitheater
‣ South of Community Center
• Locate ethnobotanical garden at location of
former garden. Locate community kitchen west
of the ethnobotanical garden and outdoor
cultural kitchen south of the ethnobotanical
garden.
• Locate large community gathering structure in
southwest corner of hardcourt. Include outdoor
music performance and stage with seating
• Provide indoor soccer, basketball and gym
venue at location of existing basketball courts
• Include walking paths
• Use hardcourt for Zumba, play structure and
pavement activity
‣ Undeveloped Parcel
• Outdoor Learning, Outdoor tech station and
Sweat House
• Music room
Group 4:
• "All in the short term" note added at the end -
• at the zoomed-out diagram level, this group chose
to maintain the 'indoor' program where the
building is and the 'outdoor' programs where the
open space/fields are. -
• exceptions: the community kitchen away from the
existing building, adjacent to the open space/large
gathering space; the addition of a pool at the site
of the current baseball fields. -
• the existing athletic fields have been taken over
by other programming. -
• the live music/food truck programs on the north
site were a last minute addition because there
was confusion as to whether this was, in fact, part
of the parcel. this demonstrates excitement about
this location though these are short term
measures.

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Packet Pg. 82
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
39 Group 6:
• Noted how important parking is to maintain and
expand where possible due to the overflow during
events/soccer games. Not willing to lose trees for
parking.
• General interest was more in programming and
how to use un-used space in the community center
quickly and effectively for what the community
needed: Financial Support, Life Skills Youth
Support, Art-Making Spaces, Dance Class, Event
Hall.
• Liked the idea of re-using former garden area for
the Ethnobotanical Garden and also align it with
outdoor learning spaces so it can support
educational activities to the garden as well.
• The hardcourt area adjacent to the field is very
important not only for parking during overflow
events, but for the youth. Re-striping or adding
color to the pavement for creating new activities
seemed of interest. Keeping basketball was a
must, but there was an idea that it could be a
covered soccer space as well.
• Activating Foss Creek Pathway with fitness
Stations, Cultural Plants for interest and signage
that could provided measured increment
information or educational signage about
ornamental plants that tell a story about the
regions of their native countries
• Murals could be placed on any open wall space
• General excitement about creating an large event
space in the undeveloped parcel for parties, music
events, and impromptu food park. Parking was
noted of importance, and could be placed at
furthest corner where entry from adjacent road
could be easy.

Three of the five groups creating site plans during Visioning Session 2 Group 5:
• Passionate about preserving parking lot space
• Excited about having the Pool and the Temazcal
adjacent to each other
• Considering splitting field up into new areas,
keeping some lawn for progams such as zumba,
nature play, and a gathering pavilion (potential for
an artificial turf field)
• Walking path with bilingual signage adjacent to/
going through the ethnobotanical garden
• Mention of indoor soccer
• Mural to be placed on existing building to
accentuate the space
After the breakout session, an open discussion was started to bring the groups back together. The summary of notes are as follows:
• a place for events/ music (Event Hall for rent)
• An indoor soccer area - year round, all-weather sports complex • Currently they have to travel to Sports Complex in Santa Rosa (Sports City) • Fitness stations, plants and signage along existing walkway to amplify that experience • A location for Food trucks (similar to Mitote Food Park in Santa Rosa) • Providing spaces for technology and financial education • Art making spaces for the local artisans to create and sell their work • Spaces for dance classes/music classes
• Varying degrees for access of youth activities - indoor and outdoor • Funding for sports usages
• Community Center
• Use existing rooms in the community center for quiet activity. Ie: Use existing MPR for quiet study
• Have noisy activities on the south side of the community center. Ie: Music room located on south side of community center
• Rearrangement of room use inside the existing community center • Locate historic mural on free-standing wall east of the existing amphitheater • Prefer to put effort into programming + healthcare and not the building. • Provide spaces for Arts + Crafts (space for weaving), indoor soccer, dancing; outdoor gym/exercise equipment; proper Soccer Field; Training Facility for Soccer Teams; Arts + Crafts program for children; Music programming; Resiliency Center capability. Provide funds for Soccer Program, child activities (ballet, dance, etc).

Mostly programming and not design (with exception of Indoor Soccer, Training Facility and Resiliency Center).

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Packet Pg. 83
Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

H E A L D S B U R G M U LT I C U LT U R A L C E N T E R

VISIONING SESSIONS
40 Site Planning Activity — Group 1 Plan

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41 Site Planning Activity — Group 2 Plan

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42 Site Planning Activity — Group 3 Plan 1

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VISIONING SESSIONS
43 Site Planning Activity — Group 3 Plan 2

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VISIONING SESSIONS
44 Site Planning Activity — Group 4 Plan

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VISIONING SESSIONS
45 Site Planning Activity — Group 5 Plan

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VISIONING SESSIONS
46 Site Planning Activity — Group 6 Plan

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VISIONING SESSIONS
47 Future Directions
The Design Team was asked to develop a Master Plan Concept and 3D Renderings of possible interventions at the existing Healdsburg Community Center that incorporate the visions provided during Workshops #01/#02. The interventions are as follows:

View of the amphitheater from the existing and underutilized west courtyard. ‣ Master Plan
Concept
‣ West Courtyard
‣ East Courtyard
‣ South Courtyard
‣ Multipurpose Room
Master Plan Concept
The master plan is based on input from the meeting participants that identified inclusivity, welcomeness, multigenerational activity, sustainability, places to have food together, an outdoor kitchen, adding connections to nature, native and ethnobotanical plants, music, gathering areas, quiet areas, space for events, color and vibrancy. Provide indoor/outdoor relationships and be rustic or traditional in architectural style rather than modern.

The master plan illustrates several recommendations that can be interventions into the community center. Recommendations are presented in a framework of tiers and can be adjusted as needed.

First tier: Introduce painting of the exterior walls with bright colors to add vibrancy. This will also help identify each building and courtyard and help with visitor wayfinding.

Introduce community-based multicultural murals based on traditional themes.

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VISIONING SESSIONS
48 19
18 19
17 16
7 6
1 2
8 5
7 16
15 14
12 13
9 10
11 8
4 3
7 19 GROVE ST

HEALDSBURG AVE

OAK GROVE APARTMENTS

RR TRACKS

H E A L D S B U R G M U L T I C U L T U R A L

COMMUNITY CENTER

HARDCOURTS

NORTH PARKING

SOUTH PARKING

UNDEVELOPED AREA
ENTRY

EVA ACCESS
ENTRY

FOSS CREEK PATHWAY

FOSS CREEK PATHWAY

FOSS CREEK

GRASS SPORTS FIELD
EXIT
0 50 100 200 N
LEGEND
1 PAINT EXTERIOR WALLS WHAT VIBRANT COLORS INSPIRED BY MEXICAN ARCHITECT LUIS BARRAGAN AND RICARDO LEGORRETA.
2 RENOVATE THE MULTIPURPOSE ROOM AND CREATE AN INDOOR / OUTDOOR RELATIONSHIP WITH THE EAST COURTYARD. OPEN THE SOUTHEAST WALL OF MULTIPURPOSE ROOM BY INSTALLING A TILT-UP GLASS DOOR. ADD INTERIOR FIRE SPRINKLERS. RENOVATE THE KITCHEN. UPDATE LIGHTING. ADD RAIN GARDENS.
3 RENOVATE THE COMMUNITY MEETING ROOM TO CREATE INDOOR / OUTDOOR RELATIONSHIP WITH THE WEST COURTYARD AND THE CORAZÓN HEALDSBURG OFFICES. OPEN THE SOUTH WALL OF THE COMMUNITY MEETING ROOM BY CHANGING WINDOWS TO OPERABLE GLASS DOORS. ADD INTERIOR FIRE SPRINKLERS. ADD PERGOLA FOR SHADE AND AESTHETICS. REPLACE CONCRETE PAVING WITH SALVAGED CONCRETE PAVING AND SONOMA FIELDSTONE BOULDERS. ADD REMOVABLE FURNITURE.

ADD A RAIN GARDEN.
4 RENOVATE WEST COURTYARD NEAR CORAZÓN HEALDSBURG OFFICES. INCLUDES DECOMPOSED

GRANITE PAVING, SALVAGED CONCRETE PAVING (URBANITE) RAISED WATER FEATURE, BOSQUE OF DECIDUOUS CREPE MYRTLE TREES. ADD REMOVABLE FURNITURE. RENOVATE EXISTING PLANTERS, ADD NATIVE PLANTS, AND RAIN GARDENS.
5 RENOVATE THE EAST COURTYARD NEXT TO THE MULTIPURPOSE ROOM AND YMCA CHILDCARE ROOMS. INFILL SUNKEN AMPHITHEATER WITH WOOD DECK / DANCE FLOOR. ADD RETRACTABLE SHADE CANOPY OVER WOOD DECK. ADD ROOF TO THE STAGE. ADD WALL AT BACK OF STAGE. MOVE STAGE TO BE CENTERED ON THE DECK. MOVE EXISTING PERIMETER WALL ON EAST SIDE TO EXPAND THE COURTYARD SPACE. PROTECT EXISTING TREES, ADD WOOD TOPPED SEAT WALLS, PLANTING, AND RAIN GARDENS.
6 RENOVATE SOUTH COURTYARD. REPLACE CONCRETE PAVING WITH A GARDEN OF COLORFUL PLANTS, RAIN GARDENS, DECOMPOSED GRANITE PAVING AND URBANITE IN A RANDOM PATTERN. PROVIDE BUILT-IN SEATING AND MOVABLE FURNITURE IN COVERED CORRIDORS. 7 ART WALK: COLORFUL PAVING MURAL FOR CONNECTION THROUGHOUT. 8 COMMUNITY BASED MURAL.
9 ADD A PICNIC PAVILION / SHADE STRUCTURE WITH OUTDOOR KITCHEN OR BBQ AREA WITH WATER AND ELECTRICITY. ADD PLANTING AND RAIN GARDEN.
10 RENOVATE ABANDONED COMMUNITY GARDEN AS AN ETHNOBOTANICAL GARDEN. INCLUDE STAKEHOLDERS IN PLANTING AND MAINTENANCE. ADD RAISED BEDS AND FRUIT TREES FOR COMMUNITY USE. ADD BILINGUAL SIGNAGE, AN ART FENCE, GATES, AND MAINTENANCE GATE FOR TRUCK ACCESS. PROVIDE A GARDEN AREA FOR USE BY YMCA CHILDCARE CENTER. 11 REPLACE EXISTING ASPHALT PAVING WITH “QUIET GARDEN.” INCLUDE DECOMPOSED GRANITE

PAVING, NATIVE PLANTING, SHADE TREES, MOVABLE FURNITURE AND QUIET SEATING AREA THAT CAN ALSO BE USED AS AN OUTDOOR CLASSROOM.
12 RENOVATE THE EXISTING PLAY AREA. ADD NATURE PLAY, PATHWAYS, PLANTING, RAIN GARDENS, SHADE TREES AND FURNITURE FOR MULTI-GENERATIONAL USE.
13 ROTATE AND COLOR THE EXISTING BASKETBALL COURTS. REPLACE SOME ASPHALT PAVING WITH

DECOMPOSED GRANITE PAVING, URBANITE, SEAT WALLS, SEATING, SHADE TREES, PLANTING, AND RAIN GARDENS.
14 ADD EXERCISE STATION EQUIPMENT FOR MULTI-GENERATIONAL USE. 15 RESTRIPE EXISTING ASPHALT PAVING TO ACCOMMODATE FORMAL OR INFORMAL PARKING. USE PART OF THE EXISTING PAVING FOR SPECIAL EVENTS AND TO ACCOMMODATE FOOD TRUCKS.

REPLACE EXISTING PAVEMENT NEXT TO THE MULTI-USE FIELD WITH DECOMPOSED GRANITE, SHADE TREES, PICNIC TABLES AND SEATING. DESIGNATE A PAVED AREA FOR WALKING AT THE EDGE OF THE FIELD SO PEOPLE CAN WALK A LOOP AROUND THE FIELD.
16 BIO-BASIN TO TREAT STORMWATER RUNOFF FROM ADJACENT ASPHALT BEFORE IT ENTERS FOSS CREEK.
17 USE THE UNDEVELOPED PARCEL FOR TEMPORARY AND SEASONAL EVENTS THAT COULD INCLUDE

TEMPORARY TENTS, PORTABLE STAGE, PORTABLE DANCE FLOOR, FOOD TRUCKS AND OTHER TEMPORARY FACILITIES FOR SPECIAL EVENTS. FOR THE LONG TERM, CONSIDER ADDING AN

ACCESSIBLE OUTDOOR PAVILION WITH RESTROOMS, STORAGE, STAGE AREA, OUTDOOR KITCHEN, AND A LAWN FOR SPECIAL EVENTS.
18 ADD TRAILHEAD/ BIKE RALLY AREA FOR FOSS CREEK PATHWAY. CONSIDER ADDING SHADE, SEATING, WATER, BIKE FIX-IT STATION, ART, EXERCISE STATIONS AND BILINGUAL EDUCATIONAL SIGNAGE. 19 ADD ART, SEATING, SHADE TREES AND BILINGUAL EDUCATIONAL SIGNAGE ALONG FOSS CREEK PATHWAY.

GENERAL NOTE: PROTECT EXISTING MATURE TREES.

Master Plan Concept

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VISIONING SESSIONS
49 Second Tier: Renovate the east courtyard, the west courtyard near the Corazón offices and the Alliance Medical Center and renovate the south courtyard. This will soften the courtyards, add plants and shade and provide a place for events and outdoor gatherings.

Renovate the planting next to the covered walkway between the east courtyard and the south courtyard. Consider adding rain gardens in the courtyards to treat stormwater from impervious surfaces before entering Foss Creek. See images and description below of courtyards.

Third Tier: Renovate the Multipurpose Room and create an indoor/outdoor relationship with the east courtyard. Renovate the Community Meeting Room to create an indoor/outdoor relationship with the west courtyard and the Corazón offices. Add fire sprinklers as part of the room renovations. Consider adding rain gardens in the courtyard to treat stormwater from impervious surfaces before entering Foss Creek.

Fourth tier: Continue to implement community-based murals, paint the paving under the outdoor corridors as an “art walk”, renovate the paved area south of the buildings and add a picnic pavilion/shade structure with outdoor kitchen or barbecue area with water and electricity, ethnobotanical and herb garden, a quiet garden, add shade trees and shrub planting. Also consider placing art, bilingual educational signage, exercise stations, a bike fix it station and bike trailhead along the Foss Creek Bikeway. Consider adding rain gardens to treat stormwater from impervious surfaces before entering Foss Creek.

Fifth tier: Renovate the large asphalt paved area next to the multipurpose field to accommodate food truck events, informal or formal parking, rotate and color the basketball courts, add exercise stations, shade tree and shrub planting, seating areas and enlarge the children’s play area. Replace some asphalt with decomposed granite paving and salvaged concrete placed like flagstone to soften the space. Add bio-retention areas to treat stormwater from impervious surfaces before entering Foss Creek.

Sixth tier: Use the undeveloped parcel for temporary and seasonal events that could include temporary tents, portable stage, portable dance floor, food trucks and other temporary facilities for special events. For the long term consider adding an accessible outdoor pavilion for events, with restrooms, storage, stage area, outdoor kitchen and a lawn for events.

N
Above: the overview of the west and east courtyards illustrates three different shading measures proposed.

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Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements) Prospective Perspectives — West Courtyard 50

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VISIONING SESSIONS
51 Adjacent: View looking east toward the bosque,
across the garden lounge outside the
Community Meeting Room.

Prospective Perspectives — West
Courtyard
The West Courtyard includes a communitybased mural and painted walls. It replaces the concrete paving with decomposed
granite paving and salvaged concrete
paving (urbanite) arranged in a random
pattern to soften the courtyard. It has a
raised water feature with cobble stones
that mimic an arroyo and can also look
natural when dry during a drought.

A bosque of deciduous flowering trees,
such as Crape myrtle, provides dappled
summer shade and winter sun, native
plants and movable furniture add nature
and comfort to the courtyard. It also
includes an overhead pergola next to the
Community Meeting Room to provide a
dramatic shade pattern that changes and
marks the sun movement throughout the
day. Next to the pergola, a wall of
windows in the Community Meeting Room
wall facing the courtyard is transformed
into a wall of operable glass doors for an
indoor/outdoor feeling. Consider adding
rain gardens to treat stormwater from
impervious surfaces before entering Foss
Creek.

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Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements) Prospective Perspectives — East Courtyard 52

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VISIONING SESSIONS
53 Adjacent: View from just inside the multipurpose
room, looking south onto the east courtyard’s
new patio, shade structure, and band shell
backdrop.

Prospective Perspectives — East
Courtyard
The east courtyard includes a communitybased mural and painted walls. A majority of the south wall of the Multipurpose
Room is transformed into an operable
glass door blurring the line between
indoor and outdoor.

The sunken amphitheater is filled in with a
multipurpose wood deck and dance floor.

The stage is centered on the wood deck.

The deck is covered with a retractable
fabric canopy for seasonal shade or sun.

The existing freestanding courtyard wall is
moved to enlarge the courtyard and
accommodate the new stage and rear
stage wall. Plantings and wood-topped
seat walls are added in the corners to
soften the space, and frame views of the
stage. Consider adding rain gardens to
treat stormwater from impervious surfaces
before entering Foss Creek.

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Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements) Prospective Perspectives — South Courtyard 54

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VISIONING SESSIONS
55 Prospective Perspectives — South Courtyard
The south courtyard includes painted walls. The concrete paving is replaced with a garden of colorful native plants, decomposed granite paving and urbanite in a random pattern. Built-in benches, and movable furniture are arranged in the adjacent covered corridors. Consider adding rain gardens to treat stormwater from impervious surfaces before entering Foss Creek.

Below: Birds’ eye view of the south courtyard
shows the tapestry of plantings proposed and the
walkway that bisects it. North is up.

Adjacent: View looking east as one exits the public
restrooms. The florals compliment and contrast the
proposed paint colors.

N

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Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements) Prospective Perspectives — Multipurpose Room 56

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VISIONING SESSIONS
57 Prospective Perspectives — Multipurpose Room
The existing Multipurpose Room at the existing Healdsburg Community Center was a former cafeteria for a K-6 Elementary School dating back to the late 1980’s. The Design Team believes the room can be substantially transformed to reflect the diversity of the community as well as support a diversity of uses and activities. The vision shown weaves the following modifications to open the space to the outdoors and improve the acoustics and lighting for the types of activities spelled out in the OTM report: • Removal of storage structure (to be replaced with a simple structure adjacent to the Restroom) to allow for a flip-up glass door that will provide views into the adjacent east courtyard and encourage indoor/outdoor activities. • Install a wood slat acoustical ceiling assembly to improve the sound experience and warm the space.
• Removal of fold-down cafeteria tables and infill wall niches with wood slat acoustical wall panels.
• New lighting to provide more flexibility for daytime / nighttime activities. • Replace existing flooring with a wood dance floor system. • Color: introduce colors more reflective of the diverse Healdsburg community.

It should be noted that another project related to the Multipurpose Room is the replacement and expansion of the existing commercial kitchen to better support the desire for a Community Kitchen.

Adjacent: View from east courtyard looking into the Multipurpose Room, now a much more appropriate atmosphere for community festivities.

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VISIONING SESSIONS
58 Notes on Color
One of the simplest and cost effective
means for transforming the facility into a
Multicultural Center is the introduction of
vibrant colors to the exterior of the existing
buildings. The Design Team is inspired by
the use of color by two famous Mexican
architects, Luis Barragán and Ricardo
Legorreta. The colors selected should be
rooted in how the diverse cultures of
Healdsburg experience the world. The
colors suggested are brilliant yellow,
orange, red and purple. If the City of
Healdsburg decides to proceed with
rethinking the exterior color palette for the
facility when transforming it into the
Multicultural Center, then a more careful
and deep study of which colors are finally
determined should take place.

Adjacent: View of the west courtyard from the entry
walkway. The existing mural shown right compliments the proposed landscaping and paint color upgrades.

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APPENDIX

APPENDICES A-C RELATE TO LISTENING SESSIONS

APPENDICES D & E RELATE TO VISIONING SESSIONS

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APPENDIX
60 1. Community & Connection: • What are the joys and challenges of living in Healdsburg? • How does living in Healdsburg affect your connections to community and culture? • What support systems do you rely on during challenging times?

2. Vision for the Center: • How can a multicultural center best serve Healdsburg? • How do you envision yourself engaging with the center? • What is the essence or "spirit" of the multicultural center? • Describe the atmosphere of your ideal multicultural center. What does it feel like? Smell like? Look like? What's the first thing you sense upon entering?

3. Facilities & Amenities: • What facilities and amenities would make you feel comfortable, welcomed, and supported at the center?
• What amenities would support your health and wellness? • What types of art would you like to see at the center? (e.g., sculptures, paintings)

4. Programming & Activities: • What activities or programs do you envision for yourself and your loved ones? • What educational opportunities should the center offer? (e.g., computer skills, language learning, cooking)
• What activities would support your health and well-being?

5. Resources & Support: • What resources should the center provide? • What is essential for the center to support meaningful engagement and programming?

6. Location & Site: • Ideally, where should the center be located? • What makes this location ideal for a multicultural center? Appendix A. Protocol Questions
A. PROTOCOL QUESTIONS

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APPENDIX
61 Figure 3 visually represents the responses to the survey question "In the multicultural center of my dreams, I would like to SEE...". Here's an analysis of the responses:

Nouns Frequency Adjectives Frequency
Juegos / Games 33 Infantiles 23
Mural 12 Culturales 5
Plantas / Plants 31 Nativas 9
Niños / Children 10 Comfortable 3
Flores / Flowers 9 Welcoming 2
TABLE 9. FREQUENCY CHART BY PART-OF-SPEECH - “SEE”
Topic modeling was not performed on the Spanish and English data due to the limited sample size. However, a brief thematic analysis of responses revealed several key themes:
• Youth Play Space: Participants expressed a strong preference for dedicated play areas for children and youth.
• Broad Plant Diversity: There was a desire for native, medicinal, and food-producing plants, reflecting an interest in biodiversity and environmental harmony within the multicultural center.
• Multipurpose Sports Fields: Participants frequently requested versatile spaces that could accommodate a variety of sports and physical activities. • Participatory and Culturally-Relevant Murals: There were suggestions for murals that engage the community and reflect its cultural identity.
• Community Kitchen: Participants expressed interest in a shared kitchen space for cooking classes, food preparation, and communal dining.

Figure 3. “SEE” Word Cloud
Commonly Clustered
Phrases (Frequency):
• “Juegos infantiles” /
“Games for children” (23)
• “Plantas nativas” /
“Native plants” (10)
• “Salon fiestas” / “Party
area” (4)
• “Campos deportivos” /
“Sports fields” (3)
• “Kart track” (2)
“SEE” Prominent Themes:
• Spaces for Gathering and Community: Words like "place," "center," "spaces," "comunitaria," and "reuniones" are prominent, highlighting the desire for a place that fosters community interaction and a sense of belonging. "Lugar" reinforces this in Spanish.
• Nature and Outdoors: The prominence of "gardens," "trees," "flowers," "plants," "afuera" (outside), "naturales," and "arboles" suggests a strong desire to incorporate nature and outdoor spaces into the center. This could include gardens, green spaces, or outdoor activity areas. • Activities and Recreation: Words like "activities," "sports," "deportivos," "juegos" (games), "baile" (dance), "bailar," and "distraer" (distract/entertain) indicate a desire for diverse recreational and activity spaces within the center. This could include spaces for sports, dance, games, and other forms of recreation. • Arts and Culture: The presence of "mural," "murales," "art," "cultural," "colors," "arte," and "culturales" signifies the importance of arts and cultural expression within the center. This could involve murals, art displays, cultural events, and spaces for artistic creation.
• A Welcoming and Inclusive Environment: Words like "comfortable," "bienvenida" (welcome), "agradable" (pleasant), "open," "bright," and "welcoming" emphasize the need for a welcoming and inclusive atmosphere. The center should be a place where everyone feels comfortable and accepted. • Learning and Education: The presence of "education," "clases" (classes), "aprender" (learn), and "educacion" indicates an interest in educational opportunities at the center. This could include language classes, computer skills training, or other educational programs.
• Food and sustenance: "Cocina" (kitchen), "cafeteria," and "food" suggest a desire for food services or a communal kitchen space. This could involve a cafe, a community kitchen, or space for cooking classes or cultural food events.

Appendix B. Detailed Results from Each Survey Cards Question B. DETAILED RESULTS FROM EACH SURVEY CARDS QUESTION

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APPENDIX
62 Figure 4 visually represents the responses to the survey question "In the multicultural center of my dreams I would like to DO...". Here's an analysis:

TABLE 10. FREQUENCY CHART BY PART-OF-SPEECH - "DO" RESPONSES Key Themes from Responses:

While a formal topic modeling analysis was not feasible due to the limited sample size, a thematic analysis of responses revealed several key themes:
• Arts and Crafts Space: Participants envision a multipurpose, community-led "maker space" that offers arts and crafts activities, lessons, and community education.
• Educational Support: Participants expressed a desire for study spaces, educational and tutoring resources, and youth peer support. • Exercise and Dance: Participants expressed interest in multipurpose spaces to support a variety of traditional, cultural, and modern dance activities (including Zumba), as well as exercise spaces for personal fitness and community health.

Figure 4. “DO” Word Cloud
Nouns Frequency Adjectives Frequency Verbs Frequency
Manualidades/Crafts 38 Voluntaria/Voluntary 2 Aprender/Learn 7 Arte/Arts 29 Cultural 1 Bailar/Dance 2
Classes/Clases 11 N/A N/A Estudiar/Study 2
Zumba 7 N/A N/A Enseñar/Teach 2
Sports/Deportes 5 N/A N/A Ayudar/Help 1
“DO” Prominent Themes:
● Active Engagement and Learning: Words like "learn," "aprender" (learn), "estudiar" (study), "classes," "clases" (classes), "talleres" (workshops), "skills," and "enseñar" (teach) indicate a strong interest in active learning and skill-building opportunities. The center should offer diverse classes, workshops, and resources for personal and professional development.
● Arts and Creativity: The prominence of "crafts," "manualidades" (crafts), "arts," "arte" (art), "painting," "dancing," "baile" (dance), "music," "música," and "photography" emphasizes the importance of creative expression and artistic activities. The center should provide spaces and resources for various art forms, including visual arts, performing arts, and crafts.
● Health and Wellness: Words like "exercise," "yoga," "zumba," "pilates," "ejercicio" (exercise), "relajarme" (relax), "health," and "bienestar" (well-being) suggest a focus on physical and mental health. The center should offer spaces and programs that promote wellness, such as fitness classes, yoga, and relaxation activities.
● Social Connection and Community: Words like "play," "socializar" (socialize), "compartir" (share), "ayudar" (help), "voluntaria" (volunteer), "community," and "comunitaria" highlight the importance of social interaction and community building. The center should facilitate opportunities for people to connect, socialize, and support each other.
● Recreation and Entertainment: The presence of "sports," "deportes" (sports), "games," "juegos" (games), "bowling," "arcade," "pool," "futbol" (soccer), and "dance" indicates a desire for recreational activities and entertainment options. The center should offer spaces and equipment for various recreational activities. ● Cultural Activities: Words like "cultural," "bailes" (dances), "fiestas" (parties), "music," "cocina" (cooking), and "comida" (food) suggest an interest in cultural events and activities. The center should host cultural celebrations, performances, and gatherings.

Commonly Clustered
Phrases (Frequency):
• "Arte y manualidades" /
"Arts and crafts" (19)
• "Zumba y
manualidades" (7)
• "Clases Zumba" (2)
B. DETAILED RESULTS FROM EACH SURVEY CARDS QUESTION

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APPENDIX
63 Note: Topic modeling was not performed on the Spanish and English data due to the limited sample size.

TABLE 11. WORD FREQUENCY BY PART-OF-SPEECH FOR "FEEL" (SURVEY RESPONSES) Key Themes from Responses (Thematic Analysis)
• Calm, Quiet Sensory Spaces: Desire for reduced-sensory areas for decompression, relaxation, and mindfulness.
• Community Autonomy and Co-Creation: Emphasis on community involvement in the design, implementation, and management of the center.
• Empowerment and Justice: Vision for the center as a promoter of spatial, environmental, racial, and economic/social justice.

Figure 5. “FEEL” Word Cloud
Part of Speech Spanish Word (English) Frequency
Nouns Relajación (Relaxation) 29
Alegría (Joy) 18
Emoción (Excitement) 10
Seguridad (Security) 4
Adjectives Segura (Safe) 8
Relajado (Relaxed) 6
Feliz (Happy) 4
Verbs Bienvenida (Welcomed) 4
Convivir (Co-existing) 3
Tranquilidad (Peace of Mind) 5
Figure 5 visually represents the responses to the survey question "In the multicultural center of my dreams, I would like to FEEL...". Here's a breakdown of the analysis:

Commonly Clustered
Phrases (Frequency):
• Alegría y relajación" / "Joy
and relaxation" (13)
• "Alegría y emoción" / "Joy
and excitement" (5)
• "Paz y tranquilidad" / "Peace
and tranquility" (2)
• "Stress-free" (2)
“FEEL” Dominant Emotions and Sensations:
● Happiness and Joy: Words like "happy," "alegría" (joy), "feliz" (happy), "joy," "felicidad" (happiness), "emocion" (emotion), and "excited" dominate the cloud, indicating that people primarily want to feel happy, joyful, and excited in the multicultural center.
● Safety and Security: The prominence of "safe," "segura" (safe), "seguridad" (security), "tranquilidad" (tranquility), "paz" (peace), and "security" emphasizes the need for a safe and secure environment where people feel comfortable and protected. ● Relaxation and Peace: Words like "relaxed," "relajada" (relaxed), "relaxation," "relajarme" (relax), "calm," "tranquilidad" (tranquility), "paz" (peace), and "stress-free" suggest a desire for a space that promotes relaxation, stress reduction, and a sense of peace.
● Welcome and Belonging: The presence of "welcome," "bienvenida" (welcome), "belonging," "included," "incluida" (included), "home," "accepted," and "comunidad" (community) highlights the importance of creating a welcoming and inclusive environment where everyone feels a sense of belonging. ● Motivation and Inspiration: Words like "inspired," "motivacion" (motivation), "motivaciones" (motivations), and "empowered" indicate a desire for a space that inspires, motivates, and empowers individuals.

B. DETAILED RESULTS FROM EACH SURVEY CARDS QUESTION

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Packet Pg. 107 Attachment: Healdsburg Multicultural Center Report (4715 : Sonoma County Funding for Community Center Improvements)

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APPENDIX
64 TABLE 12. FREQUENCY CHART BY PART-OF-SPEECH - "HEAR" RESPONSES Key Themes from Responses:

While a formal topic modeling analysis was not feasible due to the limited sample size, a thematic analysis of responses suggested the following key themes:
• Music as a Cultural Component: Music practice, musical arts environments, and ambient music should be established as integral to the cultural identity of the center. The center should support and uplift cultural music and music practices (e.g., "música baja antigua," "Música Latina," "Música Triqui," "Música Banda"). • Community-Centric Environment: The center should provide spaces for entertainment, gathering, community building, and conversation. It should actively engage with local communities to host events and gatherings.
• Sensory Awareness: The center should be designed with diverse sensory environments, allowing visitors to choose their desired level of sensory stimulation or engagement.

Figure 6. “HEAR” Word Cloud
Nouns Frequency Adjectives Frequency Verbs Frequency
Música/Music 36 Relajante/Relaxing 2 Having/Tener 2
Niños/Children 19 Diferentes/Different 1 Tocar/Playing 2 Risas/Laughter 17 N/A N/A N/A N/A
Gente/People 5 N/A N/A N/A N/A
Banda 3 N/A N/A N/A N/A
Note: Topic modeling was not performed on the Spanish and English data due to the limited sample size.

Figure 6 visually represents the responses to the survey question "In the multicultural center of my dreams, I would like to HEAR...". Here's an analysis:
“HEAR” Dominant Sounds:
● Music and Laughter: "Music," "música," "laughter," and "risas" (laughter) are the most prominent words, indicating a desire for a lively and joyful atmosphere filled with music and laughter. This suggests the center should host musical performances, events with music, and spaces where people can enjoy music together. ● Language and Learning: Words like "classes," "clases" (classes), "spanish," "english," "idiomas" (languages), and "información" (information) suggest an interest in language learning and educational programs. The sounds of people learning and exchanging ideas are desired. ● Community and Connection: "Community," "comunidad," "gente" (people), "niños" (children), "adultos" (adults), and "compañeros" (companions) highlight the importance of community interaction and connection. The center should be a place where people can hear the sounds of conversations, shared laughter, and community building.
● Cultural Expression: Words like "cultural," "cultura," "bailes" (dances), "cumbias" (a type of Latin American music), "latino," and "latina" indicate a desire to hear cultural expressions through music, dance, and language.

Commonly Clustered Phrases
(Frequency):
• "Música y risas" / "Music and
laughter" (15)
• "Risas de niños" / "Children's
laughter" (4)
Various Music Preferences:
• "Música latina" (3)
• "Música banda" (3)
• "Música relajante" / "Relaxing
music" (2)
• "Tocar instrumentos" / "Playing
instruments" (2)
B. DETAILED RESULTS FROM EACH SURVEY CARDS QUESTION

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APPENDIX
65 TABLE 13. FREQUENCY CHART BY PART-OF-SPEECH - "TAKE" RESPONSES Key Themes from Responses (Thematic Analysis):
• Career-Technical Education: Participants expressed a desire for bilingual, culturally responsive educational courses to support career development and certification in areas such as automotive technology, mechanics, and computer skills.
• Educational Support: Participants indicated a need for youth and adult educational support, including language learning (Spanish and English), literacy development, academic support, and extracurricular offerings like art, cooking classes, and ethnic studies. • Life Skills Support: Participants expressed interest in courses or programs designed to support transitional-aged youth in areas such as career development, personal finance, purpose-finding, and job hiring opportunities.

Figure 7. “TAKE” Word Cloud
Nouns Frequency Adjectives Frequency Verbs Frequency
Clases/Classes 91 Vocational/Profesional 3 Aprender/Learn 2 Inglés/English 37 Mechanical 2 Ayudar/Help 2
Computo/
Computer
13 Productivos/
Productive
1 Desestresar/Destress1
Cocina/Cooking 5 Español/Spanish 7 N/A N/A
Note: Topic modeling was not performed on the Spanish and English data due to the limited sample size.

Figure 7 visually represents the responses to the survey question, "In the multicultural center of my dreams, I would like to TAKE...". Here's an breakdown of the analysis:

Commonly Clustered
Phrases (Frequency):
• “Clases de inglés” /
“English classes” (25)
• “Clases de computo” /
“Clases de computadora” /
“Computer classes” (18)
• “Clases de cocina” /
“Cooking classes” (9)
• “Real-world life skills
courses” (3)
“TAKE” Dominant Themes:
● Skills and Knowledge: The prominent words "skills," "computer," "computadora" (computer), "language," "spanish," "inglés" (English), "cooking," "clases" (classes), and "learning" indicate a strong desire for skillbuilding and educational opportunities. The center should offer classes, workshops, and resources in areas like language learning, computer literacy, cooking, and other practical skills. ● Health and Wellness: Words like "yoga," "ejercicio" (exercise), "zumba," "gardening," "jardinería" (gardening), "salud" (health), and "terapia" (therapy) suggest a focus on physical and mental well-being. The center should provide programs and resources that promote health, such as fitness classes, gardening workshops, and mental health support.
● Arts and Creativity: The presence of "art," "arte" (art), "crafts," "tejido" (weaving), "singing," "pintura" (painting), "guitar," and "piano" highlights the importance of creative expression and artistic development. The center should offer classes, workshops, and spaces for various art forms, including visual arts, music, and crafts.
● Personal and Professional Development: Words like "studies," "estudios" (studies), "homework," "academic," "académico" (academic), "professional," "profesional" (professional), "business," and "vocational" indicate a desire for personal and professional growth opportunities. The center should offer resources and programs that support career development, continuing education, and personal enrichment. ● Community and Support: Words like "help," "ayuda" (help), "support," "apoyen" (support), "community," "comunidad," and "ethnic" suggest a need for community support and resources. The center should provide a space where people can access support, connect with others, and learn about different cultures.

B. DETAILED RESULTS FROM EACH SURVEY CARDS QUESTION

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APPENDIX
66 Appendix C. Detailed Results from Overall Survey Frequency Parte del Discurso Palabra (Español/Inglés) Frecuencia
Nouns Clases / Classes 108
Música / Music 42
Manualidades / Crafts 40
Juegos / Games 34
Arte / Arts 33
Plantas / Plants 31
Inglés / English 25
Lugar / Place 22
Cocina / Cooking 19
Risas / Laughter 16
Adjectives Nativas / Native 9
Relajado/a / Relaxing 8
Segura / Safe 7
Culturales / Cultural 6
Comfortable / Cómodo/a 3
Afuera / Outside 3
Naturales / Natural 2
Gratis / Free 2
Verbs Aprender / Learn 12
Bailar / Dance 4
Sentir / Feel 3
Convivir / Co-existing 3
Ayudar / Help 3
Estudiar / Study 2
Jugar / Play 2
Involucrado/a / Involved 2
Commonly Clustered Phrases (Frequency):
• “Clases Inglés” / “English Classes” (25)
• “Arts and Crafts” / “Arte y Manualidades” (23)
• “clases Cómputo” / “clases computadora” / “Computer classes” (14) • “Plantas Nativas” / “Native Plants” (10)
• “Salon Fiestas” / “Party room” (4)
TABLE 14. FREQUENCY CHART BY PART-OF-SPEECH - OVERALL
Note: Topic modeling was not performed on the Spanish and English data due to the limited sample size.

C. DETAILED RESULTS FROM OVERALL SURVEY FREQUENCY

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APPENDIX
67 FIGURES 8-11. SPANISH TOPIC MODELING RESULTS1 1Based on empirical evidence from the WE1S Topic Model Observatory Guide, a relevance metric (λ = 0.61) was employed to ensure interpretable results. Topic selection was guided by multidimensional scaling distance and overall corpus coverage, with an arbitrary limit of 20 words per topic.

C. DETAILED RESULTS FROM OVERALL SURVEY FREQUENCY

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APPENDIX
68 Topics 1, 2, 3, 5, and 15 were selected for further analysis due to their interpretability and distinctiveness from other topics. Here's a refined interpretation of each topic:

Five key themes emerged from the analysis of community feedback regarding the Healdsburg Multicultural Center:

1. Intergenerational, Bilingual, and Multicultural Activities: The center should offer diverse recreational activities and courses accessible in multiple languages, catering to all ages and celebrating various cultural practices.

2. Art and Music as Cultural Cornerstones: Prioritize art and music education, recognizing their role in preserving cultural heritage and fostering community cohesion.

3. Multipurpose Sports Fields for Community Connection: Include multipurpose sports fields to promote physical activity, intergenerational interaction, and community building.

4. Educational Opportunities for Adults: Provide GED courses and adult educational support, including English language learning, to empower individuals and strengthen the community.

5. Environmentally Just and Culturally Relevant Design: The center's design should prioritize environmental sustainability and cultural responsiveness, creating a natural environment that complements the local ecosystem while celebrating Healdsburg's diverse cultural practices. This space should encourage community gatherings and foster a deeper connection with nature.
1Based on empirical evidence from the WE1S Topic Model Observatory Guide, a relevance metric (λ = 0.61) was employed to ensure interpretable results. Topic selection was guided by multidimensional scaling distance and overall corpus coverage, with an arbitrary limit of 20 words per topic.

FIGURE 12. SPANISH TOPIC MODELING RESULTS1
C. DETAILED RESULTS FROM OVERALL SURVEY FREQUENCY

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APPENDIX
69 PLEASE JOIN US / POR FAVOR ÚNASE A NOSOTROS:

Workshop 2 will be held in November at the Healdsburg Community Center. Please stay tuned for the exact date and time.

El taller 2 se llevará a cabo en noviembre en el Centro Comunitario de Healdsburg. Estén atentos para conocer la fecha y la hora exactas.
6:40 PM
45 Mins
Mingle/
Intercambiar
Open House: Visit Stations / Casa Abierta: Visitar Estaciones Discuss ideas with and offer feedback to
members of the design team at any station. No
need to follow any particular order.

1. LISTENING SESSION DATA
Review findings by On the Margins

2. SITE MAP
Imagine the layout for your ideal
facilities using the existing Community
Center site as your canvas.

3. ‘DESIGN MANDATE’ IMAGES
Vote with your dot stickers for what
you’d like your Multicultural/Community
Wellness Center to look like.

4. COMMENTS BOARD
Provide feedback
Discuta ideas y ofrezca comentarios a los miembros
del equipo de diseño en cualquier estación. No es
necesario seguir ningún orden en particular.

1. DATOS DE SESIÓN DE ESCUCHA
Revisar descubrimientos de On the Margins

2. SITIO PROPUESTO INICIALMENTE
Imagine el diseño de sus instalaciones
ideales utilizando el sitio existente del Centro
Comunitario como lienzo.

3. ‘MANDATOS DE DISEÑO’ IMÁGENES
Vote con sus pegatinas de puntos por cómo
le gustaría que se viera su Centro de
Bienestar Comunitario/Multicultural.

4. PANEL DE COMENTARIOS
Proponer retroalimentación
7:25 PM
5 Mins
Reconvene/
Reunirse
Final Wrap-Up / Resumen final
Closing announcements Anuncios de clausura
7:30 PM ADJOURN / APLAZAR
Healdsburg Multicultural/Community Wellness Center Workshop 1 Agenda PAGE 2

AGENDA
Project: Healdsburg Multicultural/Community Wellness Center / Proyecto: Centro Comunitario Multicultural de Healdsburg Subject: Workshop 1: Open House / Contenido: Taller 1 : Casa Abierta Date: October 16th, 2024 6:00 - 7:30 pm / Fecha: 16 de Octubre de 2024 6:00 - 7:30 PM OVERVIEW:

The purpose of this stakeholder session is to explore possible programs and architectures for a Multicultural/Community Wellness Center. We will focus today on the “Design Mandates” that resulted from the seven Listening Sessions conducted by On the Margins, to explore how each might look and imagine how each might be situated in relation to one another on the existing Community Center site.

DESCRIPCIÓN GENERAL:

El propósito de esta sesión de partes interesadas es explorar posibles programas y arquitecturas para un Centro de Bienestar Comunitario/Multicultural. Hoy nos centraremos en los “Mandatos de Diseño” que resultaron de las siete Sesiones de Escucha realizadas por On the Margins, para explorar cómo podría verse cada uno e imaginar cómo podrían situarse cada uno en relación con el otro en el sitio existente del Centro Comunitario. 5:30 PM
30 Mins
Familiarize/
Familializarse
Optional awareness walk / Caminata opcional de concientización.

Join some of our team members to walk the
site.

Únase a uno de los miembros de nuestro equipo
para recorrer el lugar.
6:00 PM BEGIN WORKSHOP 1 / TALLER 1
20 Mins
Welcome/
Bienvenida
Sign in, Receive Voting Dot stickers, enjoy
refreshments, first look at Image Boards
Regístrese, reciba calcomanías de Voting Dot,
disfrute de los refrigerios, vea por primera vez los
tableros de imágenes
10 Mins
Focus/
Enfoque
Project Introduction / Introducción al proyecto
Greeting by Marcy Flores
Recap by Dr. Danny Dominguez:

Listening Sessions and data collected by On the
Margins
Saludo de Marcy Flores
Resumen de Dr. Danny Domínguez:

Sesiones de escucha y datos recopilados por On the
Margins
10 Mins
Focus/
Enfoque
Site Introduction / Introducción al Sitio
Intro by Douglas Thornley & William Fee:

Review of Existing Site Conditions
Brief run-down of each Image Board
What to expect from Workshops 1 & 2
Introducción de Douglas Thornley y William Fee:

Revisión de las condiciones existentes
Breve resumen de cada Pancarta
Qué esperar de los talleres 1 y 2
Healdsburg Multicultural/Community Wellness Center Workshop 1 Agenda PAGE 1 WORKSHOP 1 AGENDA
This bilingual agenda was
handed out to attendees of
Visioning Session 1.

D. VISIONING SESSION WORKSHOP HANDOUTS
Appendix D. Visioning
Session Workshop
Handouts

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APPENDIX
70 WORKSHOP 1 DESIGN

MANDATES
This double-sided letter
sized handout summarized
On the Margins’ Design
Mandates for attendees of
Visioning Session 1, in
English on one side and
Spanish on the other.

ON THE MARGINS’ LISTENING SESSION ‘DESIGN MANDATES’
Project: Healdsburg Multicultural/Community Wellness Center / Proyecto: Centro Comunitario Multicultural de Healdsburg Subject: Workshop 1: Open House / Contenido: Taller 1 : Casa Abierta Date: October 16, 2024 6:00 - 7:30 pm / Fecha: 16 de Octubre de 2024 6:00 - 7:30 PM CONCLUSIONS AND DESIGN SUGGESTIONS:

Thanks to the comprehensive results and thematic analysis from the Listening sessions, the following 10 “design mandates” were gathered:

1. Multipurpose, Intergenerational Movement Spaces: Intentionally support the physical well-being of the community through multi-purpose sports fields, exercise gyms for personal fitness, and playgrounds/play spaces for youth.

2. Community Kitchen/Cafeteria: Establish a community-led and community-supported kitchen/cafeteria that allows for culinary practice and education, community food preparation, and encourages access to healthy meals at sliding-scale costs.

3. Participatory Mural Design: Engage with community members and local artists, especially LGBTQIA+ and BIPOC artists, in Healdsburg to co-create mural designs for the Multicultural Center that both represents the cultural diversity of the Healdsburg community and empowers residents to create positive impact in their communities.

4. Mixed-Sensory Engagement: The Multicultural center design should have spaces that vary in sensory engagement so visitors can either engage in loud, stimulating environments or quiet, relaxing spaces.

5. Arts, Crafts, Music: Create “maker spaces” or other community-led spaces for arts, crafts, and music practice; Emphasize cultural/traditional music and art practices as well as art practice for healing/well-being.

6. Environmental Justice: The Multicultural center should be environmentally sustainable, and should have intentional environmental design that both highlights native plants, traditional/cultural/medicinal plants, and native food plants; The space should reclaim environmental spaces and plants historically taken from BIPOC communities.

7. Multifaceted Educational Support: The Multicultural center should have a hub for intergenerational educational and career development support: academic support,“life skills” courses, and Career-Technical Education courses for youth; Literacy development, GED preparation, and Career Certification for adults and elders.

8. Community Building: Create spaces for community engagement, gathering, and cross-cultural belonging; Food, sports, parties/fiestas, and other mass gatherings should be supported and co-created with community members.

9. Computer Access and Education: The Multicultural center should be able to provide visitors with computer access and computer/coding classes for members in the community.

10. Prioritize Access, Autonomy, Accountability and Justice: Ensure that the Multicultural center is accessible to all (regardless of ability, cost, or personal background), uplifts community voices in directly designing the space, is accountable to the community (and the community is accountable for maintaining and supporting the center in return), and prioritizes justice for underserved and disinvested communities in Healdsburg.

Healdsburg Multicultural/Community Wellness Center OtM Listening Session Design Mandates PAGE 1

CONCLUSIONES Y SUGERENCIAS DE DISEÑO:

Basado en aportes y análisis integrales de la comunidad, los siguientes principios básicos de diseño guiarán la creación del Centro Multicultural de Healdsburg:

1. Espacios multigeneracionales de movimiento y juego: Espacios diseñados para el bienestar físico para todas las edades, incluyendo canchas deportivas de usos múltiples, áreas de ejercicio y espacios de juego para niños y jóvenes.

2. Cocina/Cafetería Comunitaria: Una cocina/cafetería dirigida por la comunidad que fomenta las habilidades culinarias, la preparación de comidas compartidas y el acceso a alimentos saludables y asequibles.

3. Arte mural colaborativo: Asociaciones con artistas y miembros de la comunidad de Healdsburg, especialmente de las comunidades LGBTQIA+ y BIPOC, para cocrear murales que celebren la diversidad cultural y el empoderamiento.

4. Diseño sensorialmente consciente: Espacios que ofrecen distintos niveles de participación sensorial, desde vibrantes y estimulantes hasta tranquilos y calmantes, para adaptarse a las preferencias individuales.

5. Espacios para la expresión creativa: Áreas dedicadas a artes, artesanías y música dirigidas por la comunidad, enfatizando las tradiciones culturales y los beneficios terapéuticos de la creatividad.

6. Justicia Ambiental: Un compromiso con la sustentabilidad, con plantas nativas, plantas medicinales tradicionales y jardines comestibles. El diseño debe recuperar y restaurar espacios naturales históricamente tomados de las comunidades BIPOC.

7. Centro de aprendizaje permanente: Un centro para el aprendizaje intergeneracional y el desarrollo profesional, que ofrece apoyo académico, capacitación en habilidades para la vida, educación profesional/técnica y recursos para alfabetización, preparación para el GED y certificaciones.

8. Espacios de reunión comunitaria: Espacios flexibles diseñados para fomentar la interacción comunitaria, las reuniones y la conexión intercultural. Apoyo para eventos, celebraciones y actividades compartidas liderados por la comunidad.

9. Acceso a computadoras y alfabetización digital: Computadoras en el sitio y educación tecnológica, incluidas clases de codificación, accesibles para todos los miembros de la comunidad.

10. Acceso, autonomía, rendición de cuentas y justicia: El centro debe ser accesible física y financieramente para todos, y las voces de la comunidad deben ser fundamentales para su diseño y funcionamiento. Un compromiso con la responsabilidad mutua y la justicia para las comunidades desatendidas en Healdsburg.

Healdsburg Multicultural/Community Wellness Center OtM Listening Session Design Mandates PAGE 2 D. VISIONING SESSION WORKSHOP HANDOUTS

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APPENDIX
71 AGENDA
Project: Healdsburg Multicultural/Community Wellness Center / Proyecto: Centro Comunitario Multicultural de Healdsburg Subject: Workshop 2 / Contenido: Taller 2
Date: November 25th, 2024 6:00 - 7:30 pm / Fecha: 25 de noviembre de 2024 6:00 - 7:30 PM OVERVIEW:

The purpose of this stakeholder session is to design together your ideal layout for the programmatic elements of your Multicultural/Community Wellness Center, on the site of the existing Community Center. We will begin by reviewing the results from Workshop 1’s Dot Polling activity and then breakout into a site planning activity.

DESCRIPCIÓN GENERAL:

El propósito de esta sesión para las partes interesadas es diseñar juntos la disposición ideal para los elementos programáticos de su Centro de Bienestar Comunitario/Multicultural, en el sitio del Centro Comunitario existente. Comenzaremos revisando los resultados de la actividad de sondeo de puntos del Taller 1 y luego pasaremos a una actividad de planificación del sitio. 6:00 PM BEGIN WORKSHOP 2 / TALLER 2
20 Mins
Welcome/
Bienvenida
Sign in, receive handout sheets, enjoy
refreshments
Regístrese, reciba folletos y disfrute de
refrigerios.
10 Mins
Rewind/
Recapitulación
Project Recap / Resumen del proyecto
Greeting by Marcy Flores & Amy Ramirez
Recap of Workshop 1 by Dr. Danny Domínguez
& Douglas Thornley
Saludo de Marcy Flores & Amy Ramirez
Resumen del Taller 1 por Dr. Danny Domínguez &
Douglas Thornley
10 Mins
Focus/
Enfoque
Dot Polling Results / Resultados de la encuesta de puntos Review by Haley Mayes, Jin Kim & Karly
Behncke
Introduction to Site Planning Activity by Jin Kim
& Karly Behncke
Revisión por Haley Mayes, Jin Kim & Karly
Behncke
Introducción a la actividad de planificación de
sitio por Jin Kim & Karly Behncke
Healdsburg Multicultural/Community Wellness Center Workshop 2 Agenda PAGE 1

THANK YOU FOR JOINING US / GRACIAS POR UNIRSE A NOSOTROS Stay tuned for more about the future of this project from the Healthcare Foundation of Northern Sonoma County.

Manténgase atento para obtener más información sobre el futuro de este proyecto de la Healthcare Foundation del Norte del Condado de Sonoma.
6:40 PM
45 Mins
Breakout/
Receso
Site Planning Activity / Actividad de planificación del sitio Split into groups to brainstorm your ideal
locations for Multicultural/Community
Wellness Center programs.

Work together to place each program Bubble
(e.g. “Ethnobotanical Garden” or “Music
Room”) in the location on the site plan where
you’d most like to have it.

Divídanse en grupos para pensar en las
ubicaciones ideales para los programas del
Centro de bienestar comunitario y multicultural.

Trabajen juntos para ubicar cada burbuja de
programa (por ejemplo, “Jardín etnobotánico” o
“Sala de música”) en el lugar del plano del sitio
donde más les gustaría ubicarla.
7:25 PM
5 Mins
Reconvene/
Reunirse
Final Wrap-Up / Resumen final
Closing announcements Anuncios de clausura
7:30 PM ADJOURN / APLAZAR
Healdsburg Multicultural/Community Wellness Center Workshop 2 Agenda PAGE 2 WORKSHOP 2 AGENDA
This bilingual agenda was
handed out to attendees of
Visioning Session 2.

D. VISIONING SESSION WORKSHOP HANDOUTS

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APPENDIX
72 HEA

LDSBURGMULTICULTURAL/

COMMUNITYWELLNESSCENTER
PROGRAMIMAGERY|IMÁGENESDELPROGRAMA
SCALE:
10/16/24
NTS
DATE:

BOARDNO.071557HEALDSBURGAVENUE
WORKSHOP1
QuietStudy/ReadingSpaces|Espaciostranquilosdeestudio/lectura Relatesto
Design
Mandates
4,7,10...

Serelaciona
conlos
Mandatos
dediseño
4,7,10...

E.1 VISIONING SESSION 1 IMAGERY — PROGRAM
Appendix E. Visioning
Session 1 Imagery

PROGRAM IMAGERY

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APPENDIX
73 HEALDSBURGMULTICULTURAL/

COMMUNITYWELLNESSCENTER
PROGRAMIMAGERY|IMÁGENESDELPROGRAMA
SCALE:
10/16/24
NTS
DATE:

BOARDNO.081557HEALDSBURGAVENUE
WORKSHOP1
MusicRoom|Salademúsica
RelatestoDesign
Mandates4,5,8...

Serelacionacon
losMandatosde
diseño4,5,8...

E.1 VISIONING SESSION 1 IMAGERY — PROGRAM

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DESIGN MANDATE

IMAGERY

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02 Community Kitchen and Cafeteria | Cocina y Cafetería Comunitaria 16 NTS
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03 Participatory Mural Design | Diseño Participativo de Murales E.2 VISIONING SESSION 1 IMAGERY — DESIGN MANDATES

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04 Mixed Sensory Engagement | Estimulación Sensorial Mixta 18 NTS
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05 Arts, Crafts, Music | Artes, Manualidades, Música
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07 Multifaceted Educational Support | Apoyo Educativo Multifacético 21 NTS
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08 Community Building Spaces | Espacios Para el Desarrollo Comunitario 22 NTS
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09 Computer Access and Education | Acceso a la Computadora y Educación 23 NTS
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10 Prioritize Access, Autonomy, Accountability, and Justice | Priorizar el Acceso, la Autonomía, la Responsabilidad y la Justicia 24 NTS
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ACKNOWLEDGEMENTS & REFERENCES

AUTHORS, DEDICATION, FUNDING, LAND ACKNOWLEDGEMENT,

PARTNERS & SOURCE REFERENCES

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LISTENING SESSIONS
91 Researchers & Authors — Listening Sessions
Daniela G. Domínguez, Psy.D. is an Associate Professor at the University of San Francisco's Counseling Psychology Department and the founder of On the Margins. She specializes in Latinx mental health, antiracism, migrant justice, and trauma-informed care.

Her research focuses on understanding how Latinx communities heal from trauma and access positive health.

She uses critical and political methodologies, grounded in Critical Race Theory, to challenge traditional research, assessment, and evaluation paradigms. She encourages psychologists to move away from Eurocentric epistemologies and towards a critical race epistemology that recognizes knowledge as shaped by interlocking systems of oppression. Her work has earned her numerous professional, academic, and community awards.

Addison Pickrell is a Research Associate working at On the Margins and a second-year college student in Mathematics at the University of California, Berkeley. She specializes in text mining methods for social science, systems thinking and theory, and research justice methodology. Her work focuses on envisioning spaces, systemic change, and cultural shifts that uplift and center marginalized communities. Her work builds on participatory and pluralistic democratic structures, and emphasizes economic, racial, social, educational, and healing justice.

Partners
The Healdsburg Multicultural Center Project (HMCP) is the result of a dynamic coalition between diverse organizations committed to community development, healthcare access, and justice. Coalition partners include Goring & Straja Architects, Carducci Associates, the Healthcare Foundation Northern Sonoma County, Alliance Medical Center, Corazón Healdsburg, and On the Margins. Photography in this report is from Will Bucquoy.

Researchers & Authors — Visioning Sessions
The founders of Goring & Straja Architects set out in 1996, with offices in the San Francisco Bay Area and Milan Italy, to build on their experience working together delivering projects of exceptional quality. They started their careers working for the late William Turnbull in San Francisco and from that grew their passions: creativity, rigor, sustainability, and a commitment to client and community participation. Their expertise ranges from public and other community facilities, hospitality projects and wineries, to retail and higher education. Common threads that weave through their work are a drive to create uplifting, memorable and meaningful designs that are responsive to their clients’ needs, an inclusive and open design process, a commitment to leave a positive mark on communities where they have worked, and to touch the land and the environment as gently and as positively as possible.

Carducci Associates combines creative and technical ability in landscape architecture, planning and urban design. They have worked with the City Healdsburg on Giorgi Park, Recreation Park, West Plaza, Saggio Hills Park, and previous planning studies for the Healdsburg Community Center. They focus on clients’ needs, creating opportunities for connections between people and nature. They design landscapes that express an artistry and sensitivity to the interaction of social and natural systems, are purposeful, buildable and sustainable.

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LISTENING SESSIONS
92 Dedication
This report is dedicated to the residents of Healdsburg, whose generous contributions of time, talent, and diverse experiences made the Healdsburg Multicultural Center Project possible.

Funding
This transformative project would not have been possible without the generous support and commitment of Providence Health. Their dedication to improving community health and wellbeing is evident in their attention to and significant investment in the Healdsburg Multicultural Center Project.

Acknowledgment
Healdsburg is located on the unceded ancestral lands of the Southern Pomo people. We acknowledge their enduring presence and profound connection to this place, recognizing them as the original stewards of the land. We are committed to honoring their legacy and supporting their inherent sovereignty. This commitment necessitates actively dismantling the ongoing legacies of colonization and systemic oppression, including settler colonialism, patriarchy, and white supremacy – forces that continue to perpetuate injustice.

References — Listening Sessions
DEI Plan (2023). chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https:// www.ci.healdsburg.ca.us/DocumentCenter/View/17293/Final-ALLP-DEI-ReportSPA-101023 American Institute of Architects. (1982). Healdsburg R/UDAT. Regional/Urban Design Assistance Team. chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https:// www.brikbase.org/sites/default/files/dat_1982_Healdsburg_compressed.pdf Dominguez, D., & Pickrell, A. C. (2023). Nuestra Comunidad Sana.

Lewis, K. (2021). A portrait of Sonoma County: 2021 update. Measure of America, Social Science Research Council.

U.S. Census Bureau, U.S. Department of Commerce. American Community Survey, ACS 1- Year Supplemental Estimates, 2022, https://data.census.gov/table? q=Healdsburg&y=2022.

TMO Guide. (2019, May 26). WE1S. https://we1s.ucsb.edu/research/we1s-tools-andsoftware/topic-model-observatory/tmo-guide/

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Attachment: Grant Agreement (4715 : Sonoma County Funding for Community Center Improvements)

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Attachment: Grant Agreement (4715 : Sonoma County Funding for Community Center Improvements)

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Attachment: Grant Agreement (4715 : Sonoma County Funding for Community Center Improvements)

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: June 16, 2025
SUBJECT: Fiscal Year 2025-2026 Investment Policy
PREPARED BY: Katie Edgar, Finance Director
STRATEGIC INITIATIVE(S):

Provide Effective Governance
RECOMMENDED ACTION(S):

Adopt a Resolution approving the City Investment Policy for Fiscal Year 2025-26.

COMMUNITY ENGAGEMENT/OUTREACH:

Not Applicable.

BACKGROUND:

The California Government Code Section 53646(a)(2) requires the City Treasurer to submit a “Statement of Investment Policy” to the legislative body each fiscal year. This policy has been designed and developed according to the specific needs of the City of Healdsburg and complies with the California Government Code, guidelines recommended by the California Municipal Treasurer’s Association, and guidelines recommended by the Association of Public Treasurers of the United States and Canada.

The City’s Municipal Code designates the City’s Finance Director as the City Treasurer. The core statutory duty of the Treasurer as set forth in California Code Section 41001 is “the City Treasurer shall receive and safely keep all money the treasurer receives.” Considering the statutory responsibilities, the California Municipal Treasurer’s Association has established the following guidelines to prudent investment strategy for local treasurers to follow:
• Legal Investment Authority: Temporary idle monies are to be invested in accordance with state and local statutes and in compliance with California Government Code Section 53600 et seq.
• Safety: It is the primary duty and responsibility of the Treasurer to protect, preserve, and maintain intact cash and investments placed in trust with the Treasurer on behalf of the citizens of the City of Healdsburg.

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• Liquidity: An adequate percentage of the portfolio should be maintained in liquid shortterm securities, which can be converted to cash, if necessary, to meet disbursement requirements.
• Yield: The Treasurer shall obtain the highest possible yield within the parameters of the City’s authorized investments, provided the criteria for safety and liquidity have been met.

DISCUSSION/ANALYSIS:

For the City Council’s consideration, the attached proposed investment policy for Fiscal Year 2025-26 is presented in accordance with California Government Code Section 53600 et seq, which governs investment practices of local government agencies.

A thorough annual review has been completed, and it has been determined the policy is compliant with the current California Government Code. Below is a summary of the proposed changes to the Investment Policy for Fiscal Year 2025-2026. 1) Recommend increasing the maximum average maturity of the City’s combined portfolio from two and a half years, to three years for more flexibility when managing the portfolio to a benchmark’s maturity. A common benchmark is the one to five year U.S. Treasury Index, which had a weighted average maturity of 2.73 years as of March 31, 2025. 2) In January 2024, Senate Bill 882 made several changes to Code, including clarifications that mortgage-backed securities issued by federal agencies are exempt from Code Section 53601(o) requirements for privately issued asset- and mortgage- backed securities. The Code update codifies the common understanding of how agency mortgage-backed securities are treated. To incorporate this into the policy it is recommended to make the following updates:

A) Clarify the Cities intention to only purchase Federal Agency-backed mortgage-backed securities by removing the language authorizing privately issued mortgage passthrough security, collateralized mortgage obligation, mortgage-backed or other pay through bonds.

B) Establish the maximum allocation for Federal Agency-backed mortgage-backed securities at thirty percent of the portfolio.

C) Clarify the maximum allocation of ten percent of the portfolio applies only to privately issued asset backed securities.

ENVIRONMENTAL STEWARDSHIP:

The policy includes Socially Responsible Investing parameters that disallow investments in the fossil fuels industries to promote environmental stewardship.

ALTERNATIVES:

The California Government Code Section 53646(a)(2) requires the City Treasurer to submit a “Statement of Investment Policy” to the legislative body each fiscal year. If the Council chooses not to adopt the resolution, additional direction from the Council will be required.

FISCAL IMPACT:

There is no financial impact resulting from the proposed action.

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ENVIRONMENTAL ANALYSIS:

Pursuant to Title 14, the California Code of Regulations, Section 15378(b)(4)(5) of the California Environmental Quality Act (“CEQA”) guidelines, approval of this resolution is an administrative activity of the City that will not result in direct or indirect physical changes to the environment.

ATTACHMENT(S):

Resolution - Investment Policy
Investment Policy
Redline Investment Policy

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CITY OF HEALDSBURG
RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

HEALDSBURG ADOPTING AN INVESTMENT POLICY FOR
FISCAL YEAR 2025-2026
WHEREAS, Section 53600.5 of the California Government Code Section states when investing and managing public funds, the primary objective of a trustee shall be to safeguard the principal of the funds under its control; and
WHEREAS, the secondary objective of Section 53600.5 is the requirement to meet the liquidity needs of the depositor; and
WHEREAS, the third objective of Section 53600.5 is to achieve a return on the funds under its control; and
WHEREAS, Section III of the City’s policy clearly specifies the three primary objectives of the City’s investment activities as safety, liquidity and yield, in that order of priority; and WHEREAS, in accordance with California Government Code Section 53646, the City Treasurer shall annually review and render to the City Council an investment policy; and WHEREAS, in January 2024 Senate Bill 882 made several changes to Code, including one change to Code Section 53601(o); and
WHEREAS, the proposed City Investment Policy for Fiscal Year 2025-2026 incorporates additional language to address these changes.

NOW, THEREFORE, BE IT RESOLVED, the City Council finds that the City’s investment policy complies with California Government Code Sections 53600 et seq., which governs investment practices of local governments; and
BE IT FURTHER RESOLVED, the City Council of the City of Healdsburg adopts the attached City of Healdsburg Investment Policy for Fiscal Year 2025-26.

PASSED, APPROVED AND ADOPTED, this 16th day of June 2025, by the following vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAINING: Councilmembers:

SO ORDERED: ATTEST:
__________________________________ ____________________________________ Evelyn L. Mitchell, Mayor Raina Allan, City Clerk

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Packet Pg. 150 Attachment: Resolution - Investment Policy (4808 : FY 25-26 Investment Policy) City of Healdsburg Investment Policy 1 Year 2024/25
Investment Policy
Fiscal Year 2025-2026

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Packet Pg. 151 Attachment: Investment Policy (4808 : FY 25-26 Investment Policy) City of Healdsburg Investment Policy 2 Year 2024/25

TABLE OF CONTENTS
I. MISSION STATEMENT ................................................................................................. 3 II. SCOPE
A. Pooling of Funds ........................................................................................................ 3 B. Funds Included in this Policy ..................................................................................... 3 C. Funds Excluded from this Policy ............................................................................... 3 III. GENERAL OBJECTIVES
A. Safety.......................................................................................................................... 3 B. Liquidity ..................................................................................................................... 4 C. Yield (Return on Investment) ..................................................................................... 4 IV. STANDARDS OF CARE
A. Prudence ..................................................................................................................... 4 B. Ethics and Conflicts of Interest .................................................................................. 4 C. Delegation of Authority .............................................................................................. 5 D. Investment Management Committee .......................................................................... 5 E. Internal Controls ......................................................................................................... 5 V. AUTHORIZED FINANCIAL DEALERS AND INSTITUTIONS ............................... 5 VI. SAFEKEEPING AND CUSTODY .................................................................................. 5 VII. SUITABLE AND AUTHORIZED INVESTMENTS
A. Investment Types ....................................................................................................... 6 B. Investment Summary Table ...................................................................................... 11 C. Collateralization ....................................................................................................... 12 D. Socially Responsible Investing ................................................................................ 12 E. Investments Not Approved ....................................................................................... 13 F. Investment Pools/Money Market Funds ................................................................... 13 VIII. INVESTING PARAMETERS
A. Diversification .......................................................................................................... 14 B. Maximum Maturities ................................................................................................ 14 IX. REPORTING
A. Quarterly Reporting to City Council ........................................................................ 14 B. Reporting to California Debt and Investment Advisory Commission (CDIAC) ...... 15 X. PERFORMANCE STANDARDS .................................................................................. 15 A. Market Yield (Benchmark) ....................................................................................... 15 B. Marking to Market ................................................................................................... 15 C. Review of Investment Portfolio................................................................................ 15 XI. INVESTMENT POLICY COMPLIANCE AND ADOPTION
A. Policy Compliance and Changes .............................................................................. 16 B. Annual Statement of Investment Policy ................................................................... 16 C. Exceptions ................................................................................................................ 16 APPENDIX: GLOSSARY OF INVESTMENT TERMS ............................................................. 17

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Packet Pg. 152 Attachment: Investment Policy (4808 : FY 25-26 Investment Policy) City of Healdsburg Investment Policy 3 Year 2024/25
I. MISSION STATEMENT
It is the policy of the City of Healdsburg (“City”) to invest public funds in a manner that will provide maximum security, adequate liquidity and sufficient yield, while meeting the daily cash flow demands of the City and conforming to all statutes and regulations governing the investment of public funds.

II. SCOPE
This investment policy applies to all the financial assets of City of Healdsburg. These funds are accounted for in the City’s audited Annual Financial Report. If the City invests funds on behalf of another agency and, if that agency does not have its own policy, the City's investment policy shall govern the agency's investments.

A. Pooling of Funds
Except for cash in certain restricted and special funds, the City shall consolidate cash balances from all funds to maximize investment earnings. Investment income shall be allocated to various funds in accordance with generally accepted accounting principles.

B. Funds Included in this Policy
General Fund
Special Revenue Funds
Capital Project Funds
Enterprise Funds
Fiduciary Funds
Utility Funds
Any new fund created by City Council unless specifically exempted C. Funds Excluded from this Policy
This investment policy does not apply to bond proceeds, deferred compensation funds, retirement or other post-employment benefits trust funds as these are governed under separate California Government Code sections or other documentation.

III.GENERAL OBJECTIVES
The primary objectives, in priority order, of the City’s investment activities are safety, liquidity and yield.

A. Safety
Preservation of principal is the foremost objective of the investment program.

Investments of the City shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective shall be to mitigate credit risk and interest rate risk. To attain this objective, the City shall diversify its investments by investing funds among several financial institutions and a variety of securities offering independent returns.

1. Credit Risk
The City shall minimize credit risk, the risk of loss due to the failure of the security issuer or backer, by:
 Limiting investments to securities allowed by this policy  Pre-qualifying the financial institutions, broker/dealers, intermediaries, and advisers with which the City will do business
 Diversifying the investment portfolio so as to minimize the impact any one industry/investment class can have on the portfolio

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2. Interest Rate Risk
To minimize the negative impact of material changes in the market value of securities in the portfolio, the City shall:
 Structure the investment portfolio so that securities mature concurrent with cash needs to meet anticipated demands, thereby avoiding the need to sell securities on the open market prior to maturity
 Diversify the City’s investments among maturities
 Invest a portion of the operating funds primarily in shorter-term securities, and overnight investment vehicles, including but not limited to, money market mutual funds, the State of California’s Local Agency Investment Fund (“LAIF”), and local government investment pools (“LGIP”).

B. Liquidity
The City’s investment portfolio shall remain sufficiently liquid to enable the City to meet all operating requirements that might be reasonably anticipated without requiring a sale of securities. Since all possible cash demands cannot be anticipated, the portfolio shall consist largely of securities with active secondary or resale markets. A portion of the portfolio also may be placed in money market mutual funds, LAIF, or LGIPs, which offer same-day liquidity for short-term funds.

C. Yield (Return on Investment)
The City’s investment portfolio shall be designed with the objective of attaining a benchmark rate of return throughout budgetary and economic cycles, commensurate with the City’s investment risk constraints and the liquidity characteristics of the portfolio. Return on investment is of secondary importance compared to the safety and liquidity objectives described above. The core of investments is limited to relatively low risk securities in anticipation of earning a fair return relative to the risk being assumed.

IV. STANDARDS OF CARE
A. Prudence
The standard of prudence to be used by City investment officials shall be the “prudent investor standard” in that a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the City, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of an enterprise of a like character and with like aims. This standard shall be applied in the context of managing the overall portfolio. City investment officers acting in accordance with written procedures and the 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 appropriate action is taken to control adverse developments.

B. Ethics and Conflicts of Interest
Officers and employees involved in the City investment process shall refrain from personal business activity that could conflict with proper execution of the investment program, or that could impair their ability to make impartial investment decisions.

City employees and investment officials shall disclose any material financial interests in financial institutions that conduct business within their jurisdiction, and they shall further disclose any personal financial/investment positions that could be related to the performance of the City immediately to the City of Healdsburg City Manager and

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annually to the Fair Political Practices Commission. City employees and officers shall refrain from undertaking personal investment transactions with the same individual with whom business is conducted on behalf of the City.

C. Delegation of Authority
In accordance with the City of Healdsburg's Municipal Code, herewith established, the Finance Director, who serves as City Treasurer is authorized to invest the City's funds in accordance with California Government Code 53600 et seq. In the absence of the City Finance Director, the investment of funds will be delegated to the Finance Manager.

The Finance Director may also delegate investment decision making and execution authority to an investment advisor. The advisor shall follow this policy and such other written instructions as are provided.

D. Investment Management Committee
An investment committee may be appointed by the City Manager for the purpose of determining investment strategies and to monitor performance. This committee would include the City Manager, the Assistant City Manager, the Finance Director and the Electric Utility Director. The committee may make recommendations regarding portfolio diversification, economic outlook and overall risk management.

E. Internal Controls
The City Finance Director is responsible for establishing and maintaining a system of written internal controls. The internal controls shall be designed to prevent losses of public funds arising from fraud, employee error, misrepresentation by third parties, unanticipated changes in financial markets, or imprudent action by City employees and officers. The internal 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.

The internal controls shall address the following points:

1. Control of collusion

2. Separation of transaction authority from accounting and recordkeeping

3. Custodial safekeeping

4. Delivery versus payment (DVP)

5. Clear delegation of authority to subordinate staff members

6. Written confirmation of transactions for investments and wire transfers

7. Wire transfer agreements
V. AUTHORIZED FINANCIAL DEALERS AND INSTITUTIONS
The City Finance Director shall establish selection criteria for pre-approval of financial institutions and security broker/dealers to do business with the City. The City Finance Director shall maintain a list of City approved financial institutions, registered investment advisors and security broker/dealers who are authorized to provide investment services to the City. These may include primary dealers, or regional dealers that qualify under Securities & Exchange Commission Rule 15C3-1 (uniform net capital rule). To qualify for consideration, a financial institution or a security broker/dealer must also have an office in California, and that office must perform the transactions with the City.

If the City has an investment advisor, the investment advisor may use its own list of

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authorized broker/dealers to conduct transactions on behalf of the City.

VI. SAFEKEEPING AND CUSTODY
All security transactions, including collateral for repurchase agreements, entered into by the City shall be conducted on a delivery-versus-payment (DVP) basis which will ensure that securities are deposited in an eligible financial institution prior to the release of funds. Securities shall be held by a third-party custodian designated by the City Finance Director and evidenced by safekeeping receipts with a written custodial agreement. The only exception to the foregoing shall be depository accounts and securities purchases made with: LAIF, time certificates of deposit, LGIPs, and money market mutual funds, since the purchased securities are not deliverable. Settlement instructions sent to the safekeeping agent shall require authorization. The City Finance Director shall be bonded to protect the public against possible embezzlement and malfeasance. Safekeeping procedures shall be reviewed annually by an independent external auditor and any irregularities noted shall be reported promptly to the City Council.

VII. SUITABLE AND AUTHORIZED INVESTMENTS
The City shall be governed by the California Government Code, Sections 53600 et seq. If the Code is amended to allow additional investments or is changed regarding the limits on certain categories of investments, the City is authorized to conform to the changes in the revised Code, provided that the changes are not specifically prohibited by the City's policy. The City shall be required to present those changes in the annual review of the policy and to incorporate the new legislation within the policy. Surplus funds are defined as funds not required for the immediate necessities of the City and include investments in individually managed portfolio(s), money market fund(s) and/or State LAIF, and all portfolio limitations and restrictions shall apply to this aggregate amount.

For purposes of compliance with the California Government Code and the City’s Investment Policy, minimum credit rating requirements included in this section shall be based on the credit ratings at the time of purchase. If the credit rating of the issuer is downgraded, subsequent to purchase, below the minimum rating requirement, it shall be reported to the Finance Director with a recommendation, and ongoing information shall be provided if the bond is not sold. The Finance Director shall include a status report on any such downgraded bonds to the City Council in the monthly report to City Council. Percentage limitations of surplus funds invested are noted for the various investment instruments. Where there is a specified percentage limitation for a particular category of investments, that percentage is applicable only at the date of purchase. A later increase or decrease in a percentage resulting from a change in values or assets shall not constitute a violation of that restriction.

Except as provided below, no more than five (5) percent of the City’s surplus funds may be invested in any one institution, regardless of sector. The types of investments which are excluded from this limitation are: United States Treasury and federal agency/government sponsored enterprise (GSE) obligations, obligations of the International Bank for Reconstruction and Development (IBRD), International Finance Corporation (IFC), and the Inter-American Development Bank (IADB), money market funds and other investment pools.

A security purchased in accordance with this section shall not have a forward settlement date exceeding 45 days from the time of investment.

The City is empowered by statute to invest in the following types of securities and are those that the City Finance Director is trained and competent to handle.

A. Investment Types

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1. Bonds issued by the City, including bonds payable solely out of the revenues from a revenue producing property owned, controlled, or operated by the City or by a department, board, agency, or authority of the local agency.

2. United States Treasury notes, bonds, bills, or certificates of indebtedness, or those for which the full faith and credit of the United States are pledged for the payment of principal and interest.

3. Federal Agency or United States government-sponsored enterprise obligations (GSE), participations, or other instruments, including those issued by or fully guaranteed as to principal and interest by federal agencies or United States government-sponsored enterprises.

4. State of California and Local Agency Obligations. Registered state warrants or treasury notes or bonds of this state, including bonds payable solely out of the revenues from revenue-producing property owned, controlled, or operated by the state or by a department, board, agency, or authority of the state; and bonds, notes, warrants, or other evidence of indebtedness of any local agency within this state including bonds payable solely out of the revenues from revenue-producing property owned, controlled, or operated by the local agency, or by a department, board, agency, or authority of the local agency. Notes eligible for investment shall be rated in a category of "A" or its equivalent or better by a Nationally Recognized Statistical-Rating Organization.

5. Registered treasury notes or bonds of any of the other 49 states in addition to California, including bonds payable solely out of the revenues from a revenueproducing property owned, controlled, or operated by a state or by a department, board, agency, or authority of any of the other 49 states, in addition to California. .

Notes eligible for investment shall be rated in a category of “A” or its equivalent or better a Nationally Recognized Statistical Rating Organization.

6. Medium-Term Notes, defined as all corporate and depository institution debt securities with a maximum remaining maturity of five (5) years or less, issued by corporations organized and operating within the United States or by depository institutions licensed by the United States or any state and operating within the United States. Purchases of medium-term notes may not exceed thirty (30) percent of the City's surplus funds. Notes eligible for investment shall be rated in a category of "A" or its equivalent or better by at least two Nationally Recognized Statistical-Rating Organizations.

7. Commercial Paper of “prime” quality of the highest ranking or the highest letter and number rating as provided for by a Nationally Recognized Statistical-Rating Organization. The entity that issues the commercial paper shall meet all of the following conditions in either paragraph (a) or paragraph (b):
a. The entity is organized and operating in the United States as a general corporation and has total assets in excess of five hundred million dollars ($500,000,000). In addition, its debt other than commercial paper, if any, must be rated “A” or higher by a Nationally Recognized Statistical-Rating Organization.
b. The entity is organized within the United States as a special purpose corporation, trust, or limited liability company and has a program-wide credit enhancement including, but not limited to, over-collateralization, letters of credit, or a surety bond. In addition, the entity has commercial paper that is rated “A-1” or higher, or the equivalent, by a Nationally Recognized Statistical-Rating Organization.

Eligible commercial paper shall have a maximum maturity of two hundred and seventy (270) days or less. The City may not invest more than twenty-five (25)

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percent of its surplus funds in commercial paper.

8. Negotiable Certificates of Deposit issued by a nationally or state-chartered bank, savings association, federal association, a state or federal credit union or by a statelicensed branch of a foreign bank. Purchases of negotiable certificates of deposit shall not exceed thirty (30) percent of the City's surplus money invested. Deposit notes and bank notes purchased through a broker or dealer shall be included with negotiable certificates of deposit in calculating allowable maximum percentages.

Negotiable certificates of deposit shall be rated in a long-term rating category of "A" or its equivalent or better or a short-term rating category of A-1 or its equivalent or better by a Nationally Recognized Statistical-Rating Organization.

No rating is required if the purchase amount is within the FDIC insurance coverage amount, currently $250,000 maximum per FDIC member.

9. Time Deposits. The City may invest in time deposits, also known as nonnegotiable Certificates of Deposit at commercial banks and savings and loan associations that are collateralized in accordance with the California Government Code. To be eligible to receive City funds, the depository institution shall have received an overall rating of not less than “satisfactory” in its most recent evaluation of its record of meeting the credit needs of California’s communities, including low and moderate-income neighborhoods. In selecting depositories, the credit worthiness of institutions shall be considered. Banks and savings and loan associations seeking to establish an investment relationship with the City shall submit an audited financial report that shall be reviewed for compliance with the City's investment standards. Any institution not providing an audited annual financial report shall be removed from the approved list and all funds maturing will be withdrawn. A list of eligible institutions shall be maintained. Qualification shall be determined by the following criteria:
a. Tangible capital must equal or exceed one and a half (1½) percent; core capital must equal or exceed three (3) percent; and, risk-based capital must equal eight (8) percent of assets adjusted for assigned risk-weightings. b. Return on assets of a minimum of a half of one (½) percent; a return on equity of a minimum of eight (8) percent; an equity to assets ratio of a minimum of five (5) percent; and, City investments shall be no greater than a half of one (½) percent of the total assets of the depository. c. Independent auditor's statement must have a clean opinion.

10. Savings accounts. Savings accounts when used in conjunction with the City's checking accounts at a qualified bank where funds are collateralized in accordance with the California Government Code.

11. U. S. Government money market funds registered with the Securities and Exchange Commission and which comply with rule 2a7 of the Investment Company Act of 1940. The dollar weighted average maturity of the portfolio shall be less than ninety (90) days and the portfolio is managed to maintain a one dollar ($1.00) share price. Also, the fund shall meet either of the following criteria: (a) Attained the highest ranking or the highest letter and numerical rating provided by not less than two Nationally Recognized Statistical-Rating Organizations; (b) retained an investment adviser registered or exempt from registration with the Securities and Exchange Commission with not less than five years' experience investing in the securities and obligations authorized by Code section 53601 subdivisions (a) to (k), inclusive, and subdivisions (m) to (q), inclusive, and with assets under management in excess of five hundred million dollars ($500,000,000).

The purchase price of shares of beneficial interest purchased pursuant to this subdivision shall not include commission that the companies may charge and shall

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not exceed twenty (20) percent of the City’s moneys that may be invested pursuant to this section. However, no more than ten (10) percent of the City’s funds may be invested in shares of beneficial interest of any one mutual fund.

12. Repurchase Agreements. Investments in repurchase agreements or reverse repurchase agreements or securities lending agreements of any securities authorized by the Code, so long as the proceeds of the repurchase agreement are invested solely to supplement the income normally received from these securities.

The City shall adopt as a standard the Bond Market Association Master Repurchase Agreement and shall maintain a list of approved counterparts and limit counter parties to primary dealers rated "A" or better by two Nationally Recognized Statistical-Rating Organizations. Reverse repurchase agreements and securities lending agreements shall require City Council authorization separate from City Council approval of this policy. Securities lending agreements shall include the following safeguard measures: terms of lending agreements, indemnification provisions, reinvestment guidelines, liquidity provisions, credit risks and monitoring requirements. Additionally any securities lending agreement shall be reviewed by the City Attorney to ensure the City’s interests are properly protected.
a. Investments in repurchase agreements may be made, on any authorized investment, when the term of the agreement does not exceed one year. b. Reverse repurchase agreements or securities lending agreements may be utilized when the security to be sold on the reverse repurchase agreement or securities lending agreement has been owned and fully paid for by the City for a minimum of thirty (30) days prior to sale; the total of all reverse repurchase agreements on investments owned by the City does not exceed twenty (20) percent of the base value of the portfolio; and the agreement does not exceed a term of ninety-two (92) days, unless the agreement includes a written codicil guaranteeing a minimum earning or spread for the entire period between sale of a security using a reverse repurchase agreement and the final maturity date of the same security.

13. A mortgage passthrough security, collateralized mortgage obligation, or other mortgage- backed securities that are issued or guaranteed by federal agencies and GSE’s. Securities eligible for investment under this subdivision will have a maximum remaining weighted average life of five years or less. Purchase of securities authorized by this subdivision shall not exceed thirty (30) percent of the City’s surplus moneys that may be invested pursuant to this section.

14. Equipment lease-backed certificate, consumer receivable passthrough certificate, or consumer receivable-backed bond. Securities eligible for investment under this subdivision shall be rated in a rating category of “AA” or its equivalent or better by a Nationally Recognized Statistical Rating Organization and have a maximum remaining maturity of five years or less. Purchase of securities authorized by this subdivision shall not exceed ten (10) percent of the City’s surplus moneys that may be invested pursuant to this section.

15. Local Agency Investment Fund (LAIF). The City may invest in LAIF, established by the California State Treasurer, up to the maximum allowed by LAIF. The City's investment in LAIF is based on, among other criteria, the following information provided by LAIF: A written statement of portfolio management goals, objectives and polices, including a description of eligible investment securities; a disclosure of LAIF's safekeeping practices; eligible LAIF participants, the monthly transaction limit, and minimum and maximum deposit and withdrawal amounts permitted; calculation of quarterly earnings and apportionment, including gains

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and losses; disclosure of administrative costs and the assessment process; monthly statements of the City's transaction activity and balances; monthly summaries of LAIF investment data, including market valuation and accrued interest; and a description of the audit process.

The California Government Code states that moneys placed for deposit in LAIF

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are in trust in the custody of the State Treasurer and cannot be borrowed or be withheld from the City. Further, the right of the City to withdraw its deposited money from the LAIF upon demand may not be altered, impaired, or denied in any way by any state official or agency based upon the State’s failure to adopt a budget by July 1 of each new fiscal year.

16. Supranational Obligations – Supranational obligations are defined as United States dollar denominated senior unsecured, unsubordinated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development (IBRD), International Finance Corporation (IFC), or Inter-American Development Bank (IADB), with a maximum remaining maturity of five years or less, and eligible for purchase and sale within the United States. Investments under this subdivision shall be rated “AA” or better by at a Nationally Recognized Statistical Rating Organization. There is a thirty (30) percent limit on the percentage of the portfolio that can be invested in this category.

17. Local Government Investment Pools - Shares of beneficial interest issued by a joint powers authority organized pursuant to Section 6509.7 that invests in the securities and obligations authorized in Code Section 53601 subdivisions (a) to (r), inclusive. Each share shall represent an equal proportional interest in the underlying pool of securities owned by the joint powers authority. To be eligible under this section, the joint powers authority issuing the shares shall have retained an investment adviser that meets all of the following criteria:
a. The adviser is registered or exempt from registration with the Securities and Exchange Commission.
b. The adviser has not less than five years of experience investing in the securities and obligations authorized in Code Section 53601 subdivisions (a) to (q), inclusive.
c. The adviser has assets under management in excess of five hundred million dollars ($500,000,000).

18. Sonoma County Pooled Fund – The City may invest in the Sonoma County Pooled Fund managed by the Sonoma County Treasurer up to the maximum permitted by State Law. However, at no time shall deposits in the County Pool exceed 10% of the total portfolio.

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B. Summary Table of Suitable and Authorized Investments US Treasury Bills, Bonds and Notes 100% None Full faith and credit of the United States Government.

Federal Agency Securities 100% None Implied guarantee of the US Government.

Local Agency Bonds 30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service,
such as Moody’s or S&P.

State of California
Obligations
30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service, such as Moody’s or S&P.

CA Local Agency
Obligations
30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service
such as Moody’s or S&P.

Obligations of other 49
States
30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service, such as Moody’s or S&P.

Money Market Funds 20% 10% per single
issuer
Multiple requirements including highest ranking by two
nationally recognized rating agencies, must have fund advisor registered with the SEC, have more than $500 million under management, etc.

Commercial Paper 25% 5% per single
issuer
Multiple requirements including highest ranking A-1, P-1, by a nationally recognized rating agency, and must have total assets exceeding $500 million.

Negotiable Certificates of Deposit 30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service, such as Moody’s or S&P.

Repurchase Agreements 20% 5% per single
issuer
Signed Security Loan Agreement in file. Underlying securities must be valued at 102% or greater of the funds borrowed against. Reverse Repurchase Agreements are specifically not authorized under this investment policy.

Medium-term Corporate Bonds 30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by two nationally recognized rating services, such as Moody’s or S&P.

Agency-Backed Mortgage Pass-Though
Securities and Collateralized Mortgage
Obligations
30% None Implied guarantee of the US Government.

Privately Issued Asset-Backed
Securities
10% 5% per single
issuer
Shall be rated in a rating category of “AA” or its equivalent or better by a nationally recognized rating service such as Moody’s or S&P.

Supranationals 30% 10% per single
issuer
Shall be rated in a rating category of “AA” or its equivalent or better by a nationally recognized rating service, such as Moody’s or S&P.

Joint Powers Authority (Local
Government Investment Pools)
100% None Multiple requirements including registration with SEC, at least 5 years of experience with securities included here, and total assets in excess of $500 million.

Local Agency Investment Fund 100% State maximum Investment of funds in the California LAIF which allows the State Treasurer to invest through the Pooled Money
Investment Account
Sonoma County Pooled Fund 10% 10% of total
portfolio
Pooled money investment fund obligation of Sonoma
County
Investment Type Maximum
Percentage
of Portfolio
Maximum par
value per
name
Credit/Minimum Quality Requirements

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C. Collateralization
Collateralization shall be required on two types of investments: Certificates of deposit and repurchase (and reverse repurchase) agreements. A collateral agreement must be current and on file before any funds can be transferred for collateralized certificates of deposit. Collateral shall be held by an independent third party with whom the City has a current written custodial agreement. A clearly marked evidence of ownership (safekeeping receipt) must be supplied to the City and retained. The right of collateral substitution is granted in accordance with the following requirements:

1. Certificates of Deposit
a. Government securities used as collateral require one hundred and two (102) percent of market value to the face amount of the deposit b. Promissory notes secured by first trust deeds used as collateral require one hundred and fifty (150) percent of market value to the face amount of the deposit
c. Irrevocable letters of Credit issued by the Federal Home Loan Bank of San Francisco require one hundred and five (105) percent of market value to the face amount of the deposit
d. No collateral is required for Certificates of Deposit covered by FDIC insurance

2. Repurchase and Reverse Repurchase Agreements
a. Only U.S. Treasury securities or federal agency securities are acceptable collateral. All securities underlying repurchase agreements must be delivered to the City’s custodian bank versus payment or be handled under a properly executed tri-party repurchase agreement.

The total market value of all collateral for each repurchase agreement must equal or exceed one hundred and two (102) percent of the total dollar value of the money invested by the City for the term of the investment. For any repurchase agreement with a term of more than one (1) day, the value of the underlying securities must be reviewed on an ongoing basis according to market conditions. Market value must be calculated each time there is a substitution of collateral. b. The City or its trustee shall have a perfected first security interest under the Uniform Commercial Code in all securities subject to a repurchase agreement.

D. Socially Responsible Investing
It is the City’s objective to disallow investment in the industries identified in the table below. To achieve this objective, the City will apply the Socially Responsible Investment (“SRI”) Parameters detailed herein to investments authorized and governed by this Investment Policy. The SRI Investment Parameters will be implemented by utilizing industry and subindustry classifications as defined by Sustainalytics1
, and Sustainalytics Product Involvement evaluations, as applicable. 1 Sustainalytics is a subsidiary of Morningstar Inc. that rates the sustainability of over 16,000 companies based on their environmental, social, and corporate governance performance.

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SRI Investment Parameters
Exclusion #1: Fossil
Fuels
Industry/Subindustry Exclusions:
(1) Energy Services
(2) Oil & Gas Producers
(3) Refiners & Pipelines
Exclusion #2: Tobacco Industry/Subindustry Exclusions:
(1) Tobacco
Exclusion #3: Firearms
Product Involvement:
(1) Small Arms –
Revenue/Ownership > 50%
If a previously purchased investment no longer satisfies the SRI Investment Parameters set forth herein, the City will continue to hold that investment unless the City sells or directs its investment advisor to sell that investment.

E. Investments Not Approved
Any security type or structure not specifically approved by this policy is hereby prohibited. Security types, which are hereby prohibited include, but are not limited to: reverse repurchase agreements used as a leveraging vehicle, "exotic" derivatives structures such as range notes, dual index notes, inverse floating-rate notes, leveraged or de-leveraged floating-rate notes, interest-only strips that are derived from a pool of mortgages and any security that could result in zero interest accrual if held to maturity, or any other complex variable or structured note with an unusually high degree of volatility or risk.

F. Investment Pools/Money Market Funds
A review of the pool/fund is required prior to investing, and on a continual basis. The investigation will, at a minimum, obtain the following:
 A description of eligible investment securities, and a written statement of investment policy and objectives.
 A description of interest calculations and how it is distributed, and how gains and losses are treated.
 A description of how the securities are safeguarded (including the settlement processes), and how often the securities are priced and the program audited.  A description of who may invest in the program, how often, what size deposit and withdrawal are allowed.
 A schedule for receiving statements and portfolio listings  A description of how the pool/fund maintain reserves, retained earnings, etc. or is all income after expenses distributed to participants  A fee schedule that discloses when and how fees are assessed.  The eligibility of the pool/fund to invest in bond proceeds and a description of its practices.

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Money market funds must be registered with the Securities and Exchange Commission and which comply with rule 2a7 of the Investment Company Act of 1940. The dollar weighted average maturity of the portfolio shall be less than ninety (90) days and the portfolio is managed to maintain a one dollar ($1.00) share price.

Also, the fund shall meet either of the following criteria: (a) Attained the highest ranking or the highest letter and numerical rating provided by not less than two Nationally Recognized Statistical-Rating Organizations; (b) retained an investment adviser registered or exempt from registration with the Securities and Exchange Commission with not less than five years' experience investing in the securities and obligations authorized by Code section 53601 subdivisions (a) to (k), inclusive, and subdivisions (m) to (q), inclusive, , and with assets under management in excess of five hundred million dollars ($500,000,000).

VIII. INVESTING PARAMETERS
A. Diversification
The City shall diversify its investments by security type, issuer, maturity, and financial institutions. No percentage limitations are established for United States government, United States government agencies and United States government sponsored enterprises; however percentage limitations are established for other permitted investments, as noted in Section VII of this policy. The investments shall be diversified by limiting investments to avoid over-concentration in securities from a specific issuer or business sector (excluding U.S. Treasury and Federal Agency securities), limiting investment in securities that have higher credit risks, and investing in securities with varying maturities.

B. Maximum Maturities
To the extent possible, the City will attempt to match its investments with anticipated cash flow requirements. Where there is no specified maturity limitation on an investment, no investment shall be made in any security, which, at the time of the investment, has a term remaining to maturity in excess of five (5) years, unless the City Council has granted express authority to make that investment no less than three months prior to the investment. For purposes of compliance with this section, an investment’s term or remaining maturity shall be measured from the settlement date to final maturity.

In addition to the five (5) year limitation on investments specified in this policy, the average maturity of the City's combined portfolio shall not exceed three (3) years without prior approval of the City Council.

IX. REPORTING
The Finance Director shall submit investment reports to the City Council that provide a clear picture of the status of the current investment portfolio and shall contain sufficient information to permit an independent organization to evaluate the performance of the investment program.

A. Reporting to City Council
Monthly. In accordance with California Government Code Section 53607, the City shall make a monthly report of transactions to the City Council.

Quarterly. In accordance with California Government Code Section 53646, the City Finance Director shall submit to City Council an investment report that summarizes

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all securities in the portfolio. The report shall include:

1. Investment type

2. Issuer

3. Maturity date

4. Book value

5. Market value

6. Source of valuation

7. Statement of compliance with the investment policy

8. Statement of the ability to meet expenditures for the next six months In addition, a narrative shall accompany the portfolio addressing noteworthy items or the current investment climate. Annually, the City Finance Director shall provide a review of the City's Investment Policy.

B. Reporting to California Debt and Investment Advisory Commission (CDIAC) The City shall forward copies of investment portfolio reports and copies of the annual City of Healdsburg’s Statement of Investment Policy to CDIAC on an as-required basis.

X. PERFORMANCE STANDARDS
The investment portfolio shall be managed in accordance with the parameters specified within this policy and always within consistently safe and prudent treasury management procedures.

A. Market Yield (Benchmark)
The City’s overall investment strategy is active : Investments are purchased with the intent to hold to maturity, however, may be sold prior to maturity to adjust the portfolio duration or improve the risk structure, liquidity, yield, or return potential of the portfolio in response to market condition or City needs. If an investment advisory firm is retained by the City, the City portfolio shall be compared to a market benchmark in order to determine whether market returns are being achieved. In addition, the quarter-to-date LAIF apportionment rate, the three-month U.S. Treasury Bill and the two-year U.S. Treasury Note shall also be considered useful benchmarks of the City’s portfolio performance.

B. Marking to Market
The market value of the portfolio shall be calculated at least quarterly. This will ensure that review of the investment portfolio, in terms of value and price volatility, has been performed. In defining market value, consideration shall been given to pronouncements from the Government Accounting Standards Board (GASB) that address the reporting of investment assets and investment income for all investment portfolios held by governmental entities. The fair value of all securities reported in the City’s portfolio is based on currently quoted market prices.

C. Review of Investment Portfolio
The securities held by the City must be in compliance with Authorized and Suitable Investments at the time of purchase. The City Finance Director shall establish procedures to report to the City Council, major and critical incidences of noncompliance identified through the review of the portfolio.

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XI. INVESTMENT POLICY COMPLIANCE AND ADOPTION
A. Policy Compliance and Changes
Any deviation from the policy shall be reported to City Council at the next scheduled meeting. The City Finance Director shall promptly notify the City Council of any material change in the policy, and any modifications to the policy must be approved by the City Council.

B. Annual Statement of Investment Policy
The City Finance Director shall render a written Investment Policy that shall be reviewed at least annually by the City Council to ensure its consistency with the overall objectives of preservation of principal, liquidity and return, and its relevance to current law and financial and economic trends. The City Council shall consider the annual Investment Policy and any changes therein at a public meeting. The Investment Policy shall be adopted by resolution of the City Council.

C. Exceptions
An exception to the policy may exist with respect to the Cultural Trust Fund, Senior Center Trust Fund and other similar trust funds where the Finance Director is the Trustee and only the income from such funds may be used. The investment policy authorizes the deviation of extending beyond the five-year maturity limitation outlined. Additionally, these funds may be invested with a responsible institution or nonprofit agency to maximize return on investment and/or manage community giving.

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APPENDIX

GLOSSARY OF INVESTMENT TERMS
ASKED: The price at which securities are offered for sale; also known as offering price.

BENCHMARK: A comparative base for measuring the performance or risk tolerance of the investment portfolio. A benchmark should represent a close correlation to the level of risk and the average duration of the portfolio’s investments.

BID: The price offered by a buyer of securities. (When you are selling securities, you ask for a bid.)
BOND PROCEEDS: The money paid to the issuer by the purchaser or underwriter of a new issue of municipal securities. These moneys are used to finance the project or purpose for which the securities were issued and to pay certain costs of issuance as may be provided in the bond contract.

BOOK VALUE: The value at which a debt security is shown on the holder's balance sheet.

Book value is often acquisition cost plus/minus amortization and accretion, which may differ significantly from the security’s current value in the market.

BROKER: Someone who brings buyers and sellers together and is compensated for his/her service.

CERTIFICATE OF DEPOSIT (CD): A time deposit with a specific maturity evidenced by a certificate. Large denomination CDs are typically negotiable.

COLLATERAL: Securities, evidence of deposit or other property which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies.

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 a Nationally Recognized Statistical-Rating Organization.

CREDIT RISK: The risk to an investor that an issuer will default in the payment of interest and/or principal on a security.

CUSTODIAN: A bank or other financial institution that keeps custody of stock certificates and other assets.

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.

DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, by buying and selling for his/her own account.

DELIVERY VERSUS PAYMENT: There are two methods of delivery of securities: delivery versus payment and delivery versus receipt. Delivery versus payment is delivery of securities with an exchange of money for the securities. Delivery versus receipt is delivery of securities with an exchange of a signed receipt for the securities.

DERIVATIVES: (1) financial instruments whose return profile is linked to, or derived from, the movement of one or more underlying index or security, and may include a leveraging factor, or (2) financial contracts based upon notional amounts whose value is derived from an underlying index or security (interest rates, foreign exchange rates, equities or commodities).

DIVERSIFICATION: Dividing investment funds among a variety of security types by sector, maturity and quality ratings offering independent returns.

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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 a 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 CREDIT AGENCIES: Agencies of the Federal Government set up to supply credit to various classes of institutions and individuals, e.g., S&L’s, small-business firms, students, farmers, farm co-operatives, and exporters.

FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC): A federal agency that insures bank deposits currently up to $250,000 per deposit.

FEDERAL HOME LOAN BANKS (FHLB): Government sponsored wholesale banks (currently 12 regional banks) that lend funds and provide correspondent banks services to member commercial banks, thrift institutions, credit unions and insurance companies.

FEDERAL NATIONAL MORTGAGE ASSOCIATION (FNMA): FNMA is a federal corporation working under the auspices of the Department of Housing and Urban Development (HUD). It is the largest single provider of residential mortgage funds in the United States.

Fannie Mae, as the corporation is called, is a private stockholder-owned corporation. The corporation’s purchases include a variety of adjustable mortgages and second loans, in addition to fixed-rate mortgages.

FEDERAL OPEN MARKET COMMITTEE (FOMC): Consists of seven members of the Federal Reserve Board and five of the twelve Federal Reserve Bank Presidents. The President of the New York Federal Reserve Bank is a permanent member, while the other Presidents serve on a rotating basis. The Committee periodically meets to set Federal Reserve guidelines regarding purchases and sales of Government Securities in the open market as a means of influencing the volume of bank credit and money.

FEDERAL RESERVE SYSTEM: The central bank of the United States created by Congress and consisting of a seven member Board of Governors in Washington, D.C., twelve Regional Banks and about 5,700 commercial banks that are members of the system.

FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA): 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.

GOVERNMENT ACCOUNTING STANDARDS BOARD (GASB): A standard-setting body, associated with the Financial Accounting Foundation, which prescribes standard accounting practices for governmental units.

GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (GNMA or Ginnie Mae):

Securities influencing the volume of bank credit guaranteed by GNMA and issued by mortgage bankers, commercial banks, savings and loan associations, and other institutions. Security holder is protected by full faith and credit of the U.S. Government. Ginnie Mae securities are backed by the FHA, VA, or FMHA mortgages. The term “pass-throughs” is often used to describe Ginnie Maes.

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."
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.

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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:
 Control of collusion - Collusion is a situation where two or more employees are working in conjunction to defraud their employer.
 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.  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.
 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.  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.
 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.  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.

LIQUIDITY: A liquid asset is one that can be converted easily and rapidly into cash without a substantial loss of value. In the money market, a security is said to be liquid if the spread between bid and asked prices is narrow and reasonable size can be done at those quotes.

LOCAL AGENCY INVESTMENT FUND (LAIF): Chapter 730, Statutes of 1976 of the State of California, established the Local Agency Investment Fund. This fund enables local governmental agencies to remit money not required for immediate needs to the State Finance Director for the purpose of investment. In order to derive the maximum rate of return possible, the State Finance Director has elected to invest these monies with State monies as a part of the Pooled Money Investment Account. Each local governmental unit has the exclusive determination of the length of time its money will be on deposit with the State Finance Director.

At the end of each calendar quarter, all earnings derived from investments are distributed by the State Controller to the participating government agencies in proportion to each agency's respective amounts deposited in the Fund and the length of time such amounts remained therein.

Prior to the distribution, the State's costs of administering the program are deducted from the earnings.

MARK-TO-MARKET: The process whereby the book value or collateral value of a security is adjusted to reflect its current market value.

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MARKET RISK: The risk that the value of a security will raise or decline as a result of changes in market conditions.

MARKET VALUE: The current price at which a security is trading and could presumably be purchased or sold at that particular point in time.

MASTER REPURCHASE AGREEMENT: A written contract covering all future transactions between the parties to repurchase-reverse repurchase agreements that establish each party’s rights in the transactions. A master agreement will often specify, among other things, the right of the buyer-lender to liquidate the underlying securities in the event of default by the sellerborrower.

MATURITY: The date upon which the principal or stated value of a financial obligation is due and payable.

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 Securities and Exchange Commission (SEC) disclosure guidelines.

NATIONALLY RECOGNIZED STATISTICAL-RATING ORGANIZATION (NRSRO):

Standard and Poor’s, Moody’s, and Fitch Financial Services are examples of such organizations.

OFFER: An indicated price at which market participants are willing to sell a security or commodity. Also referred to as the "Ask price."
PAR VALUE: The amount of principal that must be paid at maturity. Also referred to as the face amount of a bond, normally quoted in $1,000 increments per bond.

PRINCIPAL: The face value or par value of a debt instrument, or the amount of capital invested in a given security.

RATE OF RETURN: The yield obtainable on a security based on its purchase price or its current market price. This may be the amortized yield to maturity on a bond or the current income return.

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 (RP OR REPO): A holder of securities sells these securities to an investor with an agreement to repurchase them at a fixed price on a fixed date. The security "buyer" in effect lends the "seller" money for the period of the agreement, and the terms of the agreement are structured to compensate the buyer for this. Dealers use RP extensively to finance their positions. Exception: When the Fed is said to be doing RP, it is lending money that is increasing bank reserves.

REVERSE REPURCHASE AGREEMENT: An agreement of one party (for example, a financial institution) to purchase securities at a specified price from a second party (such as a public agency) 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 specific date.

RISK: Degree of uncertainty of return on an asset.

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).

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SAFEKEEPING SERVICE: A service to customers rendered by banks for a fee whereby securities and valuables of all types and descriptions are held in the bank's vault for protection and security.

SECONDARY MARKET: A market is made for the purchase and sale of outstanding issues following the initial distribution.

SECURITIES LENDING: An agreement under which a local agency agrees to transfer securities to a borrower who, in turn, agrees to provide collateral to the local agency. During the term of the agreement, both the securities and the collateral are held by a third party. At the conclusion of the agreement, the securities are transferred back to the local agency in return for the collateral.

STRUCTURED NOTES: Notes issued by Government Sponsored Enterprises, (FLAB, FNMA, SLMA, etc.), and Corporations that have imbedded options, (e.g., call features, step-up coupons, floating rate coupons, derivative-based returns), into their debt structure. Their market performance is impacted by the fluctuation of interest rates, the volatility of the imbedded options and shifts in the shape of the yield curve.

SWAP: Trading one asset for another.

TOTAL RETURN: The sum of all investment income plus changes in the capital value of the portfolio.

TREASURY BILLS: Short-term U.S. government non-interest bearing discounted 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. The yields on these bills are monitored closely in the money markets for signs of interest rate trends.

TREASURY BOND: A long-term coupon-bearing U.S. Treasury security issued as a direct obligation of the U.S. Government and having an initial maturity of more than 10 years and issued in minimum denominations of $1,000.

TREASURY NOTE: A medium-term coupon-bearing U.S. Treasury security issued as a direct obligation of the U.S. Government and having an initial maturity of from one to ten years and issued in denominations ranging from $1,000 to $1 million or more.

UNIFORM NET CAPITAL RULE: Securities and Exchange Commission (SEC) Rule 15C3- 1 outlining requirements that member firms as well as nonmember broker-dealers in securities maintain a maximum ratio of indebtedness to liquid capital of 15 to 1; also called net capital rule and net capital ratio. Indebtedness covers all money owed to a firm, including margin and commitments to purchase securities, one reason new public issues are spread among members of underwriting syndicates. Liquid capital includes cash and assets easily converted into cash.

VOLATILITY: A degree of fluctuation in the price and valuation of securities.

YIELD: The current rate of return on an investment security generally expressed as a percentage of the security’s current price. (a) INCOME YIELD is obtained by dividing the current dollar income by the current market price for the security. (b) NET YIELD or YIELD TO MATURITY is the current income yield minus any premium above par or plus any discount from par in purchase price, with the adjustment spread over the period from the date of purchase to the date of maturity of the bond.

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Investment Policy
Fiscal Year 2025-2026

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TABLE OF CONTENTS
I. MISSION STATEMENT ................................................................................................. 3 II. SCOPE
A. Pooling of Funds ........................................................................................................ 3 B. Funds Included in this Policy ..................................................................................... 3 C. Funds Excluded from this Policy ............................................................................... 3 III. GENERAL OBJECTIVES
A. Safety.......................................................................................................................... 3 B. Liquidity ..................................................................................................................... 4 C. Yield (Return on Investment) ..................................................................................... 4 IV. STANDARDS OF CARE
A. Prudence ..................................................................................................................... 4 B. Ethics and Conflicts of Interest .................................................................................. 4 C. Delegation of Authority .............................................................................................. 5 D. Investment Management Committee .......................................................................... 5 E. Internal Controls ......................................................................................................... 5 V. AUTHORIZED FINANCIAL DEALERS AND INSTITUTIONS ............................... 5 VI. SAFEKEEPING AND CUSTODY .................................................................................. 5 VII. SUITABLE AND AUTHORIZED INVESTMENTS
A. Investment Types ....................................................................................................... 6 B. Investment Summary Table ...................................................................................... 11 C. Collateralization ....................................................................................................... 12 D. Socially Responsible Investing ................................................................................ 12 E. Investments Not Approved ....................................................................................... 13 F. Investment Pools/Money Market Funds ................................................................... 13 VIII. INVESTING PARAMETERS
A. Diversification .......................................................................................................... 14 B. Maximum Maturities ................................................................................................ 14 IX. REPORTING
A. Quarterly Reporting to City Council ........................................................................ 14 B. Reporting to California Debt and Investment Advisory Commission (CDIAC) ...... 15 X. PERFORMANCE STANDARDS .................................................................................. 15 A. Market Yield (Benchmark) ....................................................................................... 15 B. Marking to Market ................................................................................................... 15 C. Review of Investment Portfolio................................................................................ 15 XI. INVESTMENT POLICY COMPLIANCE AND ADOPTION
A. Policy Compliance and Changes .............................................................................. 16 B. Annual Statement of Investment Policy ................................................................... 16 C. Exceptions ................................................................................................................ 16 APPENDIX: GLOSSARY OF INVESTMENT TERMS ............................................................. 17

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I. MISSION STATEMENT
It is the policy of the City of Healdsburg (“City”) to invest public funds in a manner that will provide maximum security, adequate liquidity and sufficient yield, while meeting the daily cash flow demands of the City and conforming to all statutes and regulations governing the investment of public funds.

II. SCOPE
This investment policy applies to all the financial assets of City of Healdsburg. These funds are accounted for in the City’s audited Annual Financial Report. If the City invests funds on behalf of another agency and, if that agency does not have its own policy, the City's investment policy shall govern the agency's investments.

A. Pooling of Funds
Except for cash in certain restricted and special funds, the City shall consolidate cash balances from all funds to maximize investment earnings. Investment income shall be allocated to various funds in accordance with generally accepted accounting principles.

B. Funds Included in this Policy
General Fund
Special Revenue Funds
Capital Project Funds
Enterprise Funds
Fiduciary Funds
Utility Funds
Any new fund created by City Council unless specifically exempted C. Funds Excluded from this Policy
This investment policy does not apply to bond proceeds, deferred compensation funds, retirement or other post-employment benefits trust funds as these are governed under separate California Government Code sections or other documentation.

III.GENERAL OBJECTIVES
The primary objectives, in priority order, of the City’s investment activities are safety, liquidity and yield.

A. Safety
Preservation of principal is the foremost objective of the investment program.

Investments of the City shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective shall be to mitigate credit risk and interest rate risk. To attain this objective, the City shall diversify its investments by investing funds among several financial institutions and a variety of securities offering independent returns.

1. Credit Risk
The City shall minimize credit risk, the risk of loss due to the failure of the security issuer or backer, by:
 Limiting investments to securities allowed by this policy  Pre-qualifying the financial institutions, broker/dealers, intermediaries, and advisers with which the City will do business
 Diversifying the investment portfolio so as to minimize the impact any one industry/investment class can have on the portfolio

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2. Interest Rate Risk
To minimize the negative impact of material changes in the market value of securities in the portfolio, the City shall:
 Structure the investment portfolio so that securities mature concurrent with cash needs to meet anticipated demands, thereby avoiding the need to sell securities on the open market prior to maturity
 Diversify the City’s investments among maturities
 Invest a portion of the operating funds primarily in shorter-term securities, and overnight investment vehicles, including but not limited to, money market mutual funds, the State of California’s Local Agency Investment Fund (“LAIF”), and local government investment pools (“LGIP”).

B. Liquidity
The City’s investment portfolio shall remain sufficiently liquid to enable the City to meet all operating requirements that might be reasonably anticipated without requiring a sale of securities. Since all possible cash demands cannot be anticipated, the portfolio shall consist largely of securities with active secondary or resale markets. A portion of the portfolio also may be placed in money market mutual funds, LAIF, or LGIPs, which offer same-day liquidity for short-term funds.

C. Yield (Return on Investment)
The City’s investment portfolio shall be designed with the objective of attaining a benchmark rate of return throughout budgetary and economic cycles, commensurate with the City’s investment risk constraints and the liquidity characteristics of the portfolio. Return on investment is of secondary importance compared to the safety and liquidity objectives described above. The core of investments is limited to relatively low risk securities in anticipation of earning a fair return relative to the risk being assumed.

IV. STANDARDS OF CARE
A. Prudence
The standard of prudence to be used by City investment officials shall be the “prudent investor standard” in that a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the City, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of an enterprise of a like character and with like aims. This standard shall be applied in the context of managing the overall portfolio. City investment officers acting in accordance with written procedures and the 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 appropriate action is taken to control adverse developments.

B. Ethics and Conflicts of Interest
Officers and employees involved in the City investment process shall refrain from personal business activity that could conflict with proper execution of the investment program, or that could impair their ability to make impartial investment decisions.

City employees and investment officials shall disclose any material financial interests in financial institutions that conduct business within their jurisdiction, and they shall further disclose any personal financial/investment positions that could be related to the performance of the City immediately to the City of Healdsburg City Manager and

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annually to the Fair Political Practices Commission. City employees and officers shall refrain from undertaking personal investment transactions with the same individual with whom business is conducted on behalf of the City.

C. Delegation of Authority
In accordance with the City of Healdsburg's Municipal Code, herewith established, the Finance Director, who serves as City Treasurer is authorized to invest the City's funds in accordance with California Government Code 53600 et seq. In the absence of the City Finance Director, the investment of funds will be delegated to the Finance Manager.

The Finance Director may also delegate investment decision making and execution authority to an investment advisor. The advisor shall follow this policy and such other written instructions as are provided.

D. Investment Management Committee
An investment committee may be appointed by the City Manager for the purpose of determining investment strategies and to monitor performance. This committee would include the City Manager, the Assistant City Manager, the Finance Director and the Electric Utility Director. The committee may make recommendations regarding portfolio diversification, economic outlook and overall risk management.

E. Internal Controls
The City Finance Director is responsible for establishing and maintaining a system of written internal controls. The internal controls shall be designed to prevent losses of public funds arising from fraud, employee error, misrepresentation by third parties, unanticipated changes in financial markets, or imprudent action by City employees and officers. The internal 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.

The internal controls shall address the following points:

1. Control of collusion

2. Separation of transaction authority from accounting and recordkeeping

3. Custodial safekeeping

4. Delivery versus payment (DVP)

5. Clear delegation of authority to subordinate staff members

6. Written confirmation of transactions for investments and wire transfers

7. Wire transfer agreements
V. AUTHORIZED FINANCIAL DEALERS AND INSTITUTIONS
The City Finance Director shall establish selection criteria for pre-approval of financial institutions and security broker/dealers to do business with the City. The City Finance Director shall maintain a list of City approved financial institutions, registered investment advisors and security broker/dealers who are authorized to provide investment services to the City. These may include primary dealers, or regional dealers that qualify under Securities & Exchange Commission Rule 15C3-1 (uniform net capital rule). To qualify for consideration, a financial institution or a security broker/dealer must also have an office in California, and that office must perform the transactions with the City.

If the City has an investment advisor, the investment advisor may use its own list of

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authorized broker/dealers to conduct transactions on behalf of the City.

VI. SAFEKEEPING AND CUSTODY
All security transactions, including collateral for repurchase agreements, entered into by the City shall be conducted on a delivery-versus-payment (DVP) basis which will ensure that securities are deposited in an eligible financial institution prior to the release of funds. Securities shall be held by a third-party custodian designated by the City Finance Director and evidenced by safekeeping receipts with a written custodial agreement. The only exception to the foregoing shall be depository accounts and securities purchases made with: LAIF, time certificates of deposit, LGIPs, and money market mutual funds, since the purchased securities are not deliverable. Settlement instructions sent to the safekeeping agent shall require authorization. The City Finance Director shall be bonded to protect the public against possible embezzlement and malfeasance. Safekeeping procedures shall be reviewed annually by an independent external auditor and any irregularities noted shall be reported promptly to the City Council.

VII. SUITABLE AND AUTHORIZED INVESTMENTS
The City shall be governed by the California Government Code, Sections 53600 et seq. If the Code is amended to allow additional investments or is changed regarding the limits on certain categories of investments, the City is authorized to conform to the changes in the revised Code, provided that the changes are not specifically prohibited by the City's policy. The City shall be required to present those changes in the annual review of the policy and to incorporate the new legislation within the policy. Surplus funds are defined as funds not required for the immediate necessities of the City and include investments in individually managed portfolio(s), money market fund(s) and/or State LAIF, and all portfolio limitations and restrictions shall apply to this aggregate amount.

For purposes of compliance with the California Government Code and the City’s Investment Policy, minimum credit rating requirements included in this section shall be based on the credit ratings at the time of purchase. If the credit rating of the issuer is downgraded, subsequent to purchase, below the minimum rating requirement, it shall be reported to the Finance Director with a recommendation, and ongoing information shall be provided if the bond is not sold. The Finance Director shall include a status report on any such downgraded bonds to the City Council in the monthly report to City Council. Percentage limitations of surplus funds invested are noted for the various investment instruments. Where there is a specified percentage limitation for a particular category of investments, that percentage is applicable only at the date of purchase. A later increase or decrease in a percentage resulting from a change in values or assets shall not constitute a violation of that restriction.

Except as provided below, no more than five (5) percent of the City’s surplus funds may be invested in any one institution, regardless of sector. The types of investments which are excluded from this limitation are: United States Treasury and federal agency/government sponsored enterprise (GSE) obligations, obligations of the International Bank for Reconstruction and Development (IBRD), International Finance Corporation (IFC), and the Inter-American Development Bank (IADB), money market funds and other investment pools.

A security purchased in accordance with this section shall not have a forward settlement date exceeding 45 days from the time of investment.

The City is empowered by statute to invest in the following types of securities and are those that the City Finance Director is trained and competent to handle.

A. Investment Types

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1. Bonds issued by the City, including bonds payable solely out of the revenues from a revenue producing property owned, controlled, or operated by the City or by a department, board, agency, or authority of the local agency.

2. United States Treasury notes, bonds, bills, or certificates of indebtedness, or those for which the full faith and credit of the United States are pledged for the payment of principal and interest.

3. Federal Agency or United States government-sponsored enterprise obligations (GSE), participations, or other instruments, including those issued by or fully guaranteed as to principal and interest by federal agencies or United States government-sponsored enterprises.

4. State of California and Local Agency Obligations. Registered state warrants or treasury notes or bonds of this state, including bonds payable solely out of the revenues from revenue-producing property owned, controlled, or operated by the state or by a department, board, agency, or authority of the state; and bonds, notes, warrants, or other evidence of indebtedness of any local agency within this state including bonds payable solely out of the revenues from revenue-producing property owned, controlled, or operated by the local agency, or by a department, board, agency, or authority of the local agency. Notes eligible for investment shall be rated in a category of "A" or its equivalent or better by a Nationally Recognized Statistical-Rating Organization.

5. Registered treasury notes or bonds of any of the other 49 states in addition to California, including bonds payable solely out of the revenues from a revenueproducing property owned, controlled, or operated by a state or by a department, board, agency, or authority of any of the other 49 states, in addition to California. .

Notes eligible for investment shall be rated in a category of “A” or its equivalent or better a Nationally Recognized Statistical Rating Organization.

6. Medium-Term Notes, defined as all corporate and depository institution debt securities with a maximum remaining maturity of five (5) years or less, issued by corporations organized and operating within the United States or by depository institutions licensed by the United States or any state and operating within the United States. Purchases of medium-term notes may not exceed thirty (30) percent of the City's surplus funds. Notes eligible for investment shall be rated in a category of "A" or its equivalent or better by at least two Nationally Recognized Statistical-Rating Organizations.

7. Commercial Paper of “prime” quality of the highest ranking or the highest letter and number rating as provided for by a Nationally Recognized Statistical-Rating Organization. The entity that issues the commercial paper shall meet all of the following conditions in either paragraph (a) or paragraph (b):
a. The entity is organized and operating in the United States as a general corporation and has total assets in excess of five hundred million dollars ($500,000,000). In addition, its debt other than commercial paper, if any, must be rated “A” or higher by a Nationally Recognized Statistical-Rating Organization.
b. The entity is organized within the United States as a special purpose corporation, trust, or limited liability company and has a program-wide credit enhancement including, but not limited to, over-collateralization, letters of credit, or a surety bond. In addition, the entity has commercial paper that is rated “A-1” or higher, or the equivalent, by a Nationally Recognized Statistical-Rating Organization.

Eligible commercial paper shall have a maximum maturity of two hundred and seventy (270) days or less. The City may not invest more than twenty-five (25)

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percent of its surplus funds in commercial paper.

8. Negotiable Certificates of Deposit issued by a nationally or state-chartered bank, savings association, federal association, a state or federal credit union or by a statelicensed branch of a foreign bank. Purchases of negotiable certificates of deposit shall not exceed thirty (30) percent of the City's surplus money invested. Deposit notes and bank notes purchased through a broker or dealer shall be included with negotiable certificates of deposit in calculating allowable maximum percentages.

Negotiable certificates of deposit shall be rated in a long-term rating category of "A" or its equivalent or better or a short-term rating category of A-1 or its equivalent or better by a Nationally Recognized Statistical-Rating Organization.

No rating is required if the purchase amount is within the FDIC insurance coverage amount, currently $250,000 maximum per FDIC member.

9. Time Deposits. The City may invest in time deposits, also known as nonnegotiable Certificates of Deposit at commercial banks and savings and loan associations that are collateralized in accordance with the California Government Code. To be eligible to receive City funds, the depository institution shall have received an overall rating of not less than “satisfactory” in its most recent evaluation of its record of meeting the credit needs of California’s communities, including low and moderate-income neighborhoods. In selecting depositories, the credit worthiness of institutions shall be considered. Banks and savings and loan associations seeking to establish an investment relationship with the City shall submit an audited financial report that shall be reviewed for compliance with the City's investment standards. Any institution not providing an audited annual financial report shall be removed from the approved list and all funds maturing will be withdrawn. A list of eligible institutions shall be maintained. Qualification shall be determined by the following criteria:
a. Tangible capital must equal or exceed one and a half (1½) percent; core capital must equal or exceed three (3) percent; and, risk-based capital must equal eight (8) percent of assets adjusted for assigned risk-weightings. b. Return on assets of a minimum of a half of one (½) percent; a return on equity of a minimum of eight (8) percent; an equity to assets ratio of a minimum of five (5) percent; and, City investments shall be no greater than a half of one (½) percent of the total assets of the depository. c. Independent auditor's statement must have a clean opinion.

10. Savings accounts. Savings accounts when used in conjunction with the City's checking accounts at a qualified bank where funds are collateralized in accordance with the California Government Code.

11. U. S. Government money market funds registered with the Securities and Exchange Commission and which comply with rule 2a7 of the Investment Company Act of 1940. The dollar weighted average maturity of the portfolio shall be less than ninety (90) days and the portfolio is managed to maintain a one dollar ($1.00) share price. Also, the fund shall meet either of the following criteria: (a) Attained the highest ranking or the highest letter and numerical rating provided by not less than two Nationally Recognized Statistical-Rating Organizations; (b) retained an investment adviser registered or exempt from registration with the Securities and Exchange Commission with not less than five years' experience investing in the securities and obligations authorized by Code section 53601 subdivisions (a) to (k), inclusive, and subdivisions (m) to (q), inclusive, and with assets under management in excess of five hundred million dollars ($500,000,000).

The purchase price of shares of beneficial interest purchased pursuant to this subdivision shall not include commission that the companies may charge and shall

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not exceed twenty (20) percent of the City’s moneys that may be invested pursuant to this section. However, no more than ten (10) percent of the City’s funds may be invested in shares of beneficial interest of any one mutual fund.

12. Repurchase Agreements. Investments in repurchase agreements or reverse repurchase agreements or securities lending agreements of any securities authorized by the Code, so long as the proceeds of the repurchase agreement are invested solely to supplement the income normally received from these securities.

The City shall adopt as a standard the Bond Market Association Master Repurchase Agreement and shall maintain a list of approved counterparts and limit counter parties to primary dealers rated "A" or better by two Nationally Recognized Statistical-Rating Organizations. Reverse repurchase agreements and securities lending agreements shall require City Council authorization separate from City Council approval of this policy. Securities lending agreements shall include the following safeguard measures: terms of lending agreements, indemnification provisions, reinvestment guidelines, liquidity provisions, credit risks and monitoring requirements. Additionally any securities lending agreement shall be reviewed by the City Attorney to ensure the City’s interests are properly protected.
a. Investments in repurchase agreements may be made, on any authorized investment, when the term of the agreement does not exceed one year. b. Reverse repurchase agreements or securities lending agreements may be utilized when the security to be sold on the reverse repurchase agreement or securities lending agreement has been owned and fully paid for by the City for a minimum of thirty (30) days prior to sale; the total of all reverse repurchase agreements on investments owned by the City does not exceed twenty (20) percent of the base value of the portfolio; and the agreement does not exceed a term of ninety-two (92) days, unless the agreement includes a written codicil guaranteeing a minimum earning or spread for the entire period between sale of a security using a reverse repurchase agreement and the final maturity date of the same security.

13. A mortgage passthrough security, collateralized mortgage obligation, or other mortgage- backed securities that are issued or guaranteed by federal agencies and GSE’s. Securities eligible for investment under this subdivision will have a maximum remaining weighted average life of five years or less. Purchase of securities authorized by this subdivision shall not exceed thirty (30) percent of the City’s surplus moneys that may be invested pursuant to this section.

13.14. A mortgage passthrough security, collateralized mortgage obligation, mortgage- backed or other pay-through bond, eEquipment lease-backed certificate, consumer receivable passthrough certificate, or consumer receivablebacked bond. Securities eligible for investment under this subdivision shall be rated in a rating category of “AA” or its equivalent or better by a Nationally Recognized Statistical Rating Organization and have a maximum remaining maturity of five years or less. Purchase of securities authorized by this subdivision shall not exceed ten (10) percent of the City’s surplus moneys that may be invested pursuant to this section.

14.15. Local Agency Investment Fund (LAIF). The City may invest in LAIF, established by the California State Treasurer, up to the maximum allowed by LAIF. The City's investment in LAIF is based on, among other criteria, the following information provided by LAIF: A written statement of portfolio management goals, objectives and polices, including a description of eligible investment securities; a disclosure of LAIF's safekeeping practices; eligible LAIF

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participants, the monthly transaction limit, and minimum and maximum deposit and withdrawal amounts permitted; calculation of quarterly earnings and apportionment, including gains and losses; disclosure of administrative costs and the assessment process; monthly statements of the City's transaction activity and balances; monthly summaries of LAIF investment data, including market valuation and accrued interest; and a description of the audit process.

The California Government Code states that moneys placed for deposit in LAIF

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are in trust in the custody of the State Treasurer and cannot be borrowed or be withheld from the City. Further, the right of the City to withdraw its deposited money from the LAIF upon demand may not be altered, impaired, or denied in any way by any state official or agency based upon the State’s failure to adopt a budget by July 1 of each new fiscal year.

15.16. Supranational Obligations – Supranational obligations are defined as United States dollar denominated senior unsecured, unsubordinated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development (IBRD), International Finance Corporation (IFC), or InterAmerican Development Bank (IADB), with a maximum remaining maturity of five years or less, and eligible for purchase and sale within the United States.

Investments under this subdivision shall be rated “AA” or better by at a Nationally Recognized Statistical Rating Organization. There is a thirty (30) percent limit on the percentage of the portfolio that can be invested in this category.

16.17. Local Government Investment Pools - Shares of beneficial interest issued by a joint powers authority organized pursuant to Section 6509.7 that invests in the securities and obligations authorized in Code Section 53601 subdivisions (a) to (r), inclusive. Each share shall represent an equal proportional interest in the underlying pool of securities owned by the joint powers authority. To be eligible under this section, the joint powers authority issuing the shares shall have retained an investment adviser that meets all of the following criteria:
a. The adviser is registered or exempt from registration with the Securities and Exchange Commission.
b. The adviser has not less than five years of experience investing in the securities and obligations authorized in Code Section 53601 subdivisions (a) to (q), inclusive.
c. The adviser has assets under management in excess of five hundred million dollars ($500,000,000).

17.18. Sonoma County Pooled Fund – The City may invest in the Sonoma County Pooled Fund managed by the Sonoma County Treasurer up to the maximum permitted by State Law. However, at no time shall deposits in the County Pool exceed 10% of the total portfolio.

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B. Summary Table of Suitable and Authorized Investments US Treasury Bills, Bonds and Notes 100% None Full faith and credit of the United States Government.

Federal Agency Securities 100% None Implied guarantee of the US Government.

Local Agency Bonds 30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service,
such as Moody’s or S&P.

State of California
Obligations
30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service, such as Moody’s or S&P.

CA Local Agency
Obligations
30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service
such as Moody’s or S&P.

Obligations of other 49
States
30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service, such as Moody’s or S&P.

Money Market Funds 20% 10% per single
issuer
Multiple requirements including highest ranking by two
nationally recognized rating agencies, must have fund advisor registered with the SEC, have more than $500 million under management, etc.

Commercial Paper 25% 5% per single
issuer
Multiple requirements including highest ranking A-1, P-1, by a nationally recognized rating agency, and must have total assets exceeding $500 million.

Negotiable Certificates of Deposit 30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by a nationally recognized rating service, such as Moody’s or S&P.

Repurchase Agreements 20% 5% per single
issuer
Signed Security Loan Agreement in file. Underlying securities must be valued at 102% or greater of the funds borrowed against. Reverse Repurchase Agreements are specifically not authorized under this investment policy.

Medium-term Corporate Bonds 30% 5% per single
issuer
Shall be rated in a rating category of “A” or its equivalent or better by two nationally recognized rating services, such as Moody’s or S&P.

Agency-Backed Mortgage Pass-Though
Securities and Collateralized Mortgage
Obligations
30% None Implied guarantee of the US Government.

Privately Issued Asset-Backed
Securities
10% 5% per single
issuer
Shall be rated in a rating category of “AA” or its equivalent or better by a nationally recognized rating service such as Moody’s or S&P.

Supranationals 30% 10% per single
issuer
Shall be rated in a rating category of “AA” or its equivalent or better by a nationally recognized rating service, such as Moody’s or S&P.

Joint Powers Authority (Local
Government Investment Pools)
100% None Multiple requirements including registration with SEC, at least 5 years of experience with securities included here, and total assets in excess of $500 million.

Local Agency Investment Fund 100% State maximum Investment of funds in the California LAIF which allows the State Treasurer to invest through the Pooled Money
Investment Account
Sonoma County Pooled Fund 10% 10% of total
portfolio
Pooled money investment fund obligation of Sonoma
County
Investment Type Maximum
Percentage
of Portfolio
Maximum par
value per
name
Credit/Minimum Quality Requirements

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C. Collateralization
Collateralization shall be required on two types of investments: Certificates of deposit and repurchase (and reverse repurchase) agreements. A collateral agreement must be current and on file before any funds can be transferred for collateralized certificates of deposit. Collateral shall be held by an independent third party with whom the City has a current written custodial agreement. A clearly marked evidence of ownership (safekeeping receipt) must be supplied to the City and retained. The right of collateral substitution is granted in accordance with the following requirements:

1. Certificates of Deposit
a. Government securities used as collateral require one hundred and two (102) percent of market value to the face amount of the deposit b. Promissory notes secured by first trust deeds used as collateral require one hundred and fifty (150) percent of market value to the face amount of the deposit
c. Irrevocable letters of Credit issued by the Federal Home Loan Bank of San Francisco require one hundred and five (105) percent of market value to the face amount of the deposit
d. No collateral is required for Certificates of Deposit covered by FDIC insurance

2. Repurchase and Reverse Repurchase Agreements
a. Only U.S. Treasury securities or federal agency securities are acceptable collateral. All securities underlying repurchase agreements must be delivered to the City’s custodian bank versus payment or be handled under a properly executed tri-party repurchase agreement.

The total market value of all collateral for each repurchase agreement must equal or exceed one hundred and two (102) percent of the total dollar value of the money invested by the City for the term of the investment. For any repurchase agreement with a term of more than one (1) day, the value of the underlying securities must be reviewed on an ongoing basis according to market conditions. Market value must be calculated each time there is a substitution of collateral. b. The City or its trustee shall have a perfected first security interest under the Uniform Commercial Code in all securities subject to a repurchase agreement.

D. Socially Responsible Investing
It is the City’s objective to disallow investment in the industries identified in the table below. To achieve this objective, the City will apply the Socially Responsible Investment (“SRI”) Parameters detailed herein to investments authorized and governed by this Investment Policy. The SRI Investment Parameters will be implemented by utilizing industry and subindustry classifications as defined by Sustainalytics1
, and Sustainalytics Product Involvement evaluations, as applicable. 1 Sustainalytics is a subsidiary of Morningstar Inc. that rates the sustainability of over 16,000 companies based on their environmental, social, and corporate governance performance.

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SRI Investment Parameters
Exclusion #1: Fossil
Fuels
Industry/Subindustry Exclusions:
(1) Energy Services
(2) Oil & Gas Producers
(3) Refiners & Pipelines
Exclusion #2: Tobacco Industry/Subindustry Exclusions:
(1) Tobacco
Exclusion #3: Firearms
Product Involvement:
(1) Small Arms –
Revenue/Ownership > 50%
If a previously purchased investment no longer satisfies the SRI Investment Parameters set forth herein, the City will continue to hold that investment unless the City sells or directs its investment advisor to sell that investment.

E. Investments Not Approved
Any security type or structure not specifically approved by this policy is hereby prohibited. Security types, which are hereby prohibited include, but are not limited to: reverse repurchase agreements used as a leveraging vehicle, "exotic" derivatives structures such as range notes, dual index notes, inverse floating-rate notes, leveraged or de-leveraged floating-rate notes, interest-only strips that are derived from a pool of mortgages and any security that could result in zero interest accrual if held to maturity, or any other complex variable or structured note with an unusually high degree of volatility or risk.

F. Investment Pools/Money Market Funds
A review of the pool/fund is required prior to investing, and on a continual basis. The investigation will, at a minimum, obtain the following:
 A description of eligible investment securities, and a written statement of investment policy and objectives.
 A description of interest calculations and how it is distributed, and how gains and losses are treated.
 A description of how the securities are safeguarded (including the settlement processes), and how often the securities are priced and the program audited.  A description of who may invest in the program, how often, what size deposit and withdrawal are allowed.
 A schedule for receiving statements and portfolio listings  A description of how the pool/fund maintain reserves, retained earnings, etc. or is all income after expenses distributed to participants  A fee schedule that discloses when and how fees are assessed.  The eligibility of the pool/fund to invest in bond proceeds and a description of its practices.

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Money market funds must be registered with the Securities and Exchange Commission and which comply with rule 2a7 of the Investment Company Act of 1940. The dollar weighted average maturity of the portfolio shall be less than ninety (90) days and the portfolio is managed to maintain a one dollar ($1.00) share price.

Also, the fund shall meet either of the following criteria: (a) Attained the highest ranking or the highest letter and numerical rating provided by not less than two Nationally Recognized Statistical-Rating Organizations; (b) retained an investment adviser registered or exempt from registration with the Securities and Exchange Commission with not less than five years' experience investing in the securities and obligations authorized by Code section 53601 subdivisions (a) to (k), inclusive, and subdivisions (m) to (q), inclusive, , and with assets under management in excess of five hundred million dollars ($500,000,000).

VIII. INVESTING PARAMETERS
A. Diversification
The City shall diversify its investments by security type, issuer, maturity, and financial institutions. No percentage limitations are established for United States government, United States government agencies and United States government sponsored enterprises; however percentage limitations are established for other permitted investments, as noted in Section VII of this policy. The investments shall be diversified by limiting investments to avoid over-concentration in securities from a specific issuer or business sector (excluding U.S. Treasury and Federal Agency securities), limiting investment in securities that have higher credit risks, and investing in securities with varying maturities.

B. Maximum Maturities
To the extent possible, the City will attempt to match its investments with anticipated cash flow requirements. Where there is no specified maturity limitation on an investment, no investment shall be made in any security, which, at the time of the investment, has a term remaining to maturity in excess of five (5) years, unless the City Council has granted express authority to make that investment no less than three months prior to the investment. For purposes of compliance with this section, an investment’s term or remaining maturity shall be measured from the settlement date to final maturity.

In addition to the five (5) year limitation on investments specified in this policy, the average maturity of the City's combined portfolio shall not exceed two and a halfthree (2½3) years without prior approval of the City Council.

IX. REPORTING
The Finance Director shall submit investment reports to the City Council that provide a clear picture of the status of the current investment portfolio and shall contain sufficient information to permit an independent organization to evaluate the performance of the investment program.

A. Reporting to City Council
Monthly. In accordance with California Government Code Section 53607, the City shall make a monthly report of transactions to the City Council.

Quarterly. In accordance with California Government Code Section 53646, the City Finance Director shall submit to City Council an investment report that summarizes

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all securities in the portfolio. The report shall include:

1. Investment type

2. Issuer

3. Maturity date

4. Book value

5. Market value

6. Source of valuation

7. Statement of compliance with the investment policy

8. Statement of the ability to meet expenditures for the next six months In addition, a narrative shall accompany the portfolio addressing noteworthy items or the current investment climate. Annually, the City Finance Director shall provide a review of the City's Investment Policy.

B. Reporting to California Debt and Investment Advisory Commission (CDIAC) The City shall forward copies of investment portfolio reports and copies of the annual City of Healdsburg’s Statement of Investment Policy to CDIAC on an as-required basis.

X. PERFORMANCE STANDARDS
The investment portfolio shall be managed in accordance with the parameters specified within this policy and always within consistently safe and prudent treasury management procedures.

A. Market Yield (Benchmark)
The City’s overall investment strategy is active : Investments are purchased with the intent to hold to maturity, however, may be sold prior to maturity to adjust the portfolio duration or improve the risk structure, liquidity, yield, or return potential of the portfolio in response to market condition or City needs. If an investment advisory firm is retained by the City, the City portfolio shall be compared to a market benchmark in order to determine whether market returns are being achieved. In addition, the quarter-to-date LAIF apportionment rate, the three-month U.S. Treasury Bill and the two-year U.S. Treasury Note shall also be considered useful benchmarks of the City’s portfolio performance.

B. Marking to Market
The market value of the portfolio shall be calculated at least quarterly. This will ensure that review of the investment portfolio, in terms of value and price volatility, has been performed. In defining market value, consideration shall been given to pronouncements from the Government Accounting Standards Board (GASB) that address the reporting of investment assets and investment income for all investment portfolios held by governmental entities. The fair value of all securities reported in the City’s portfolio is based on currently quoted market prices.

C. Review of Investment Portfolio
The securities held by the City must be in compliance with Authorized and Suitable Investments at the time of purchase. The City Finance Director shall establish procedures to report to the City Council, major and critical incidences of noncompliance identified through the review of the portfolio.

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XI. INVESTMENT POLICY COMPLIANCE AND ADOPTION
A. Policy Compliance and Changes
Any deviation from the policy shall be reported to City Council at the next scheduled meeting. The City Finance Director shall promptly notify the City Council of any material change in the policy, and any modifications to the policy must be approved by the City Council.

B. Annual Statement of Investment Policy
The City Finance Director shall render a written Investment Policy that shall be reviewed at least annually by the City Council to ensure its consistency with the overall objectives of preservation of principal, liquidity and return, and its relevance to current law and financial and economic trends. The City Council shall consider the annual Investment Policy and any changes therein at a public meeting. The Investment Policy shall be adopted by resolution of the City Council.

C. Exceptions
An exception to the policy may exist with respect to the Cultural Trust Fund, Senior Center Trust Fund and other similar trust funds where the Finance Director is the Trustee and only the income from such funds may be used. The investment policy authorizes the deviation of extending beyond the five-year maturity limitation outlined. Additionally, these funds may be invested with a responsible institution or nonprofit agency to maximize return on investment and/or manage community giving.

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APPENDIX

GLOSSARY OF INVESTMENT TERMS
ASKED: The price at which securities are offered for sale; also known as offering price.

BENCHMARK: A comparative base for measuring the performance or risk tolerance of the investment portfolio. A benchmark should represent a close correlation to the level of risk and the average duration of the portfolio’s investments.

BID: The price offered by a buyer of securities. (When you are selling securities, you ask for a bid.)
BOND PROCEEDS: The money paid to the issuer by the purchaser or underwriter of a new issue of municipal securities. These moneys are used to finance the project or purpose for which the securities were issued and to pay certain costs of issuance as may be provided in the bond contract.

BOOK VALUE: The value at which a debt security is shown on the holder's balance sheet.

Book value is often acquisition cost plus/minus amortization and accretion, which may differ significantly from the security’s current value in the market.

BROKER: Someone who brings buyers and sellers together and is compensated for his/her service.

CERTIFICATE OF DEPOSIT (CD): A time deposit with a specific maturity evidenced by a certificate. Large denomination CDs are typically negotiable.

COLLATERAL: Securities, evidence of deposit or other property which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies.

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 a Nationally Recognized Statistical-Rating Organization.

CREDIT RISK: The risk to an investor that an issuer will default in the payment of interest and/or principal on a security.

CUSTODIAN: A bank or other financial institution that keeps custody of stock certificates and other assets.

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.

DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, by buying and selling for his/her own account.

DELIVERY VERSUS PAYMENT: There are two methods of delivery of securities: delivery versus payment and delivery versus receipt. Delivery versus payment is delivery of securities with an exchange of money for the securities. Delivery versus receipt is delivery of securities with an exchange of a signed receipt for the securities.

DERIVATIVES: (1) financial instruments whose return profile is linked to, or derived from, the movement of one or more underlying index or security, and may include a leveraging factor, or (2) financial contracts based upon notional amounts whose value is derived from an underlying index or security (interest rates, foreign exchange rates, equities or commodities).

DIVERSIFICATION: Dividing investment funds among a variety of security types by sector, maturity and quality ratings offering independent returns.

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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 a 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 CREDIT AGENCIES: Agencies of the Federal Government set up to supply credit to various classes of institutions and individuals, e.g., S&L’s, small-business firms, students, farmers, farm co-operatives, and exporters.

FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC): A federal agency that insures bank deposits currently up to $250,000 per deposit.

FEDERAL HOME LOAN BANKS (FHLB): Government sponsored wholesale banks (currently 12 regional banks) that lend funds and provide correspondent banks services to member commercial banks, thrift institutions, credit unions and insurance companies.

FEDERAL NATIONAL MORTGAGE ASSOCIATION (FNMA): FNMA is a federal corporation working under the auspices of the Department of Housing and Urban Development (HUD). It is the largest single provider of residential mortgage funds in the United States.

Fannie Mae, as the corporation is called, is a private stockholder-owned corporation. The corporation’s purchases include a variety of adjustable mortgages and second loans, in addition to fixed-rate mortgages.

FEDERAL OPEN MARKET COMMITTEE (FOMC): Consists of seven members of the Federal Reserve Board and five of the twelve Federal Reserve Bank Presidents. The President of the New York Federal Reserve Bank is a permanent member, while the other Presidents serve on a rotating basis. The Committee periodically meets to set Federal Reserve guidelines regarding purchases and sales of Government Securities in the open market as a means of influencing the volume of bank credit and money.

FEDERAL RESERVE SYSTEM: The central bank of the United States created by Congress and consisting of a seven member Board of Governors in Washington, D.C., twelve Regional Banks and about 5,700 commercial banks that are members of the system.

FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA): 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.

GOVERNMENT ACCOUNTING STANDARDS BOARD (GASB): A standard-setting body, associated with the Financial Accounting Foundation, which prescribes standard accounting practices for governmental units.

GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (GNMA or Ginnie Mae):

Securities influencing the volume of bank credit guaranteed by GNMA and issued by mortgage bankers, commercial banks, savings and loan associations, and other institutions. Security holder is protected by full faith and credit of the U.S. Government. Ginnie Mae securities are backed by the FHA, VA, or FMHA mortgages. The term “pass-throughs” is often used to describe Ginnie Maes.

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."
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.

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Packet Pg. 191 Attachment: Redline Investment Policy (4808 : FY 25-26 Investment Policy) City of Healdsburg Investment Policy 20 Year 2024/25
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:
 Control of collusion - Collusion is a situation where two or more employees are working in conjunction to defraud their employer.
 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.  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.
 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.  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.
 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.  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.

LIQUIDITY: A liquid asset is one that can be converted easily and rapidly into cash without a substantial loss of value. In the money market, a security is said to be liquid if the spread between bid and asked prices is narrow and reasonable size can be done at those quotes.

LOCAL AGENCY INVESTMENT FUND (LAIF): Chapter 730, Statutes of 1976 of the State of California, established the Local Agency Investment Fund. This fund enables local governmental agencies to remit money not required for immediate needs to the State Finance Director for the purpose of investment. In order to derive the maximum rate of return possible, the State Finance Director has elected to invest these monies with State monies as a part of the Pooled Money Investment Account. Each local governmental unit has the exclusive determination of the length of time its money will be on deposit with the State Finance Director.

At the end of each calendar quarter, all earnings derived from investments are distributed by the State Controller to the participating government agencies in proportion to each agency's respective amounts deposited in the Fund and the length of time such amounts remained therein.

Prior to the distribution, the State's costs of administering the program are deducted from the earnings.

MARK-TO-MARKET: The process whereby the book value or collateral value of a security is adjusted to reflect its current market value.

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MARKET RISK: The risk that the value of a security will raise or decline as a result of changes in market conditions.

MARKET VALUE: The current price at which a security is trading and could presumably be purchased or sold at that particular point in time.

MASTER REPURCHASE AGREEMENT: A written contract covering all future transactions between the parties to repurchase-reverse repurchase agreements that establish each party’s rights in the transactions. A master agreement will often specify, among other things, the right of the buyer-lender to liquidate the underlying securities in the event of default by the sellerborrower.

MATURITY: The date upon which the principal or stated value of a financial obligation is due and payable.

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 Securities and Exchange Commission (SEC) disclosure guidelines.

NATIONALLY RECOGNIZED STATISTICAL-RATING ORGANIZATION (NRSRO):

Standard and Poor’s, Moody’s, and Fitch Financial Services are examples of such organizations.

OFFER: An indicated price at which market participants are willing to sell a security or commodity. Also referred to as the "Ask price."
PAR VALUE: The amount of principal that must be paid at maturity. Also referred to as the face amount of a bond, normally quoted in $1,000 increments per bond.

PRINCIPAL: The face value or par value of a debt instrument, or the amount of capital invested in a given security.

RATE OF RETURN: The yield obtainable on a security based on its purchase price or its current market price. This may be the amortized yield to maturity on a bond or the current income return.

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 (RP OR REPO): A holder of securities sells these securities to an investor with an agreement to repurchase them at a fixed price on a fixed date. The security "buyer" in effect lends the "seller" money for the period of the agreement, and the terms of the agreement are structured to compensate the buyer for this. Dealers use RP extensively to finance their positions. Exception: When the Fed is said to be doing RP, it is lending money that is increasing bank reserves.

REVERSE REPURCHASE AGREEMENT: An agreement of one party (for example, a financial institution) to purchase securities at a specified price from a second party (such as a public agency) 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 specific date.

RISK: Degree of uncertainty of return on an asset.

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).

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SAFEKEEPING SERVICE: A service to customers rendered by banks for a fee whereby securities and valuables of all types and descriptions are held in the bank's vault for protection and security.

SECONDARY MARKET: A market is made for the purchase and sale of outstanding issues following the initial distribution.

SECURITIES LENDING: An agreement under which a local agency agrees to transfer securities to a borrower who, in turn, agrees to provide collateral to the local agency. During the term of the agreement, both the securities and the collateral are held by a third party. At the conclusion of the agreement, the securities are transferred back to the local agency in return for the collateral.

STRUCTURED NOTES: Notes issued by Government Sponsored Enterprises, (FLAB, FNMA, SLMA, etc.), and Corporations that have imbedded options, (e.g., call features, step-up coupons, floating rate coupons, derivative-based returns), into their debt structure. Their market performance is impacted by the fluctuation of interest rates, the volatility of the imbedded options and shifts in the shape of the yield curve.

SWAP: Trading one asset for another.

TOTAL RETURN: The sum of all investment income plus changes in the capital value of the portfolio.

TREASURY BILLS: Short-term U.S. government non-interest bearing discounted 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. The yields on these bills are monitored closely in the money markets for signs of interest rate trends.

TREASURY BOND: A long-term coupon-bearing U.S. Treasury security issued as a direct obligation of the U.S. Government and having an initial maturity of more than 10 years and issued in minimum denominations of $1,000.

TREASURY NOTE: A medium-term coupon-bearing U.S. Treasury security issued as a direct obligation of the U.S. Government and having an initial maturity of from one to ten years and issued in denominations ranging from $1,000 to $1 million or more.

UNIFORM NET CAPITAL RULE: Securities and Exchange Commission (SEC) Rule 15C3- 1 outlining requirements that member firms as well as nonmember broker-dealers in securities maintain a maximum ratio of indebtedness to liquid capital of 15 to 1; also called net capital rule and net capital ratio. Indebtedness covers all money owed to a firm, including margin and commitments to purchase securities, one reason new public issues are spread among members of underwriting syndicates. Liquid capital includes cash and assets easily converted into cash.

VOLATILITY: A degree of fluctuation in the price and valuation of securities.

YIELD: The current rate of return on an investment security generally expressed as a percentage of the security’s current price. (a) INCOME YIELD is obtained by dividing the current dollar income by the current market price for the security. (b) NET YIELD or YIELD TO MATURITY is the current income yield minus any premium above par or plus any discount from par in purchase price, with the adjustment spread over the period from the date of purchase to the date of maturity of the bond.

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Packet Pg. 194 Attachment: Redline Investment Policy (4808 : FY 25-26 Investment Policy)

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: June 16, 2025
SUBJECT: Laura Fish Somersal Park Phase 1 - Fletcher Studio Contract for Design Development, Construction Documentation, and Bidding Support Services PREPARED BY: Tom Campbell, Project Manager
STRATEGIC INITIATIVE(S):

Maintain and Improve Infrastructure and Facilities
Provide Resident-Driven Community Services
RECOMMENDED ACTION(S):

Adopt a Resolution approving a Professional Services Agreement with Fletcher Studio in the amount of $824,675 for the preparation of design development drawings and construction documentation and bidding support services for Laura Fish Somersal Park Phase 1, and authorizing the City Manager to execute the agreement on the City’s behalf including amendments up to 10% of the original agreement.

COMMUNITY ENGAGEMENT/OUTREACH:

The Laura Fish Somersal Park master planning process involved significant community outreach, engagement, and input including:
• The Parks Design Team, a group of approximately 30 community members representing different demographics in the community, met 13 times throughout the planning process to guide the project.
• 11 focus group work sessions with park user groups, sports associations, partner organizations, outdoor recreation businesses, residents of the Parkland Farms neighborhood, and City officials and staff.
• Open house events (virtual and in-person) and an online survey.

BACKGROUND:

The Development Agreement for the Saggio Hills project required the developer provide approximately 36 acres of land for a future public park. The City completed a community-based master planning process for the new park and took ownership of the park land in early 2023. The park will be developed in multiple phases due to cost and available funding.

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On August 21, 2023, City Council approved the CEQA study and final master plan for the Saggio Hills development park.

On May 6, 2024, the City Council directed that the park’s first phase of development include:
• Multipurpose trail
• Creek restoration
• Parking and support facilities such as a restroom and drinking fountain • Infrastructure such as utilities and storm water treatment facilities to support the first phase of development as well as future phases of development
• Other park amenities as funding allows, including a modest sports component On June 3, 2024, City Council adopted the Five-Year Capital Improvement Program (CIP) as a component of the biennial budget. The adopted biennial budget for Fiscal Year (FY) 24/25 and FY 25/26 established a total project budget for the Laura Fish Somersal Park of $7,676,355, with funding from the following sources:

Source Amount
Sonoma County Agriculture Preservation and Open Space District Matching Grant
$1,000,000
Saggio Hills Development Creek Restoration Contribution $578,739 Saggio Hills Development Park Design and Development Contribution $2,650,183 Saggio Hills Development Multi-use Trail Design and Development Contribution
$3,422,233
Saggio Hills Development Crosswalk Contribution $25,200 Total $7,676,355
The Five-Year CIP reflected potential bond proceeds of $5,000,000 in FY 26/27, however due to changing market conditions there are no current plans to proceed with a bond issuance to support funding Phase 1 of the project. A primary goal of Phase 1 is to deploy funds that are currently available to construct essential infrastructure that will pave the way for subsequent phases of the park.

On October 21, 2024, City Council voted to name the future park after Laura Fish Somersal, a Native American woman, a world-famous basket maker, a national leader, linguist, and educator of California Indian culture.

On December 16, 2024, City Council approved a Professional Services Agreement with Fletcher Studio for the schematic design of the first phase of construction. Fletcher Studio is a boutique landscape design firm out of San Francisco and has been involved with the Laura Fish Somersal Park project since 2019. Fletcher has a thorough understanding of the site characteristics, the park’s master plan, the design intent, and the Healdsburg community.

On May 19, 2025, the City Council reviewed the schematic design for Phase 1 of the park’s development and expressed support for moving forward with design development, construction documentation, and bidding under the following plan:

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Base Bid
The design for the base bid would include the multipurpose trail, bridge crossings, creek restoration, and parking lot.

Bid Alternates
The following work will be designed and included as bid alternates:
• Healdsburg Ridge Open Space parking/trailhead component • Restrooms at the main parking lot and the open space trailhead City Council directed staff to return with a contract to engage Fletcher Studio in design development, construction documentation, and bidding support services for the first phase of the park’s development.

DISCUSSION/ANALYSIS:

Fletcher Studio submitted a cost proposal for the preparation of design development and construction documentation and for bidding support services for a not-to-exceed cost of $824,675. While Fletcher Studio provided an estimated cost for construction administration services as part of their proposal, staff is not including this in the proposed design contract – these services would be proposed as part of the construction bid award at a later date.

Staff reviewed the proposal and recommends the City Council accept the proposal based on Fletcher Studio’s thorough understanding of the project and current scope of work and the firm’s qualifications, including being the design lead of the master planning and schematic design processes for the park. If City Council concurs with staff’s recommendation, Fletcher Studio will begin their work immediately so Phase 1 construction can occur in 2026.

The following is the anticipated schedule for upcoming project milestones:
• Design Development: June 2025 – August 2025
• Construction Documentation: August 2025 – December 2025 • Bidding and Bid Award: December 2025 – January 2025
ENVIRONMENTAL STEWARDSHIP:

The schematic design contemplates an overall approach towards low impact design.

Implementation of this approach will be addressed during the design development stage of the project.

ALTERNATIVES:

City Council could reject the proposal and provide direction to staff.

FISCAL IMPACT:

The adopted project budget for the Laura Fish Somersal Park Project CS003 (previously titled Saggio Hills Park Development) is $7,676,355. The Five-Year CIP contemplated an additional $5,000,000 in bond funding in FY 26/27, however, due to unfavorable market conditions the City Council previously directed staff to move forward with completing Phase 1 with the funding

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appropriated in the current biennial budget. Staff are currently working with Freebird Development Company to draft a grant agreement to be subrecipient to their state grant. It is anticipated that $409,894 of the grant funding received, as a subrecipient from Freebird Development Company’s State Grant, will be available to support the Laura Fish Somersal park project bringing the potential total budget up to $8,086,249. Costs incurred to-date and remaining contract encumbrances to complete the CEQA and schematic design phase total $375,495 leaving a potential estimated available budget of $7,710,790.

The proposed action is to approve a Professional Services Agreement with Fletcher Studio for $824,675 with a 10% contingency of $82,468 totaling $907,143 for the preparation of design development drawings and construction documentation and bidding support services for Laura Fish Somersal Park Phase 1. This will result in a project budget remaining balance of $6,803,647 for construction.

A formal budget amendment increasing the project budget will be brought to City Council when staff returns for authorization to enter into the agreement with Freebird Development Company to be a subrecipient of their state grant.

ENVIRONMENTAL ANALYSIS:

The public park component of the Saggio Hills Project is addressed in the Saggio Hills Project EIR (State Clearinghouse No. 2003062025) which was certified by the Healdsburg City Council through the adoption of Resolution No. 15-2011. Certain components of development on the site, including the park, were addressed at a project-level in the Saggio Hills Project EIR. Raney Planning and Management prepared an Initial Study/Environmental Checklist for the Saggio Hills Park Master Plan and, based on the analysis contained therein, determined that an Addendum to the Saggio Hills Project EIR is the appropriate environmental document for the City Council’s consideration of the Master Plan. Accordingly, on April 21, 2023, the City Council approved the final Master Plan for the Saggio Hills development park and determined, based upon substantial evidence demonstrated by the analysis included in the Addendum, that none of the conditions described in Sections 15162 or 15163 of the CEQA Guidelines calling for the preparation of a subsequent or supplemental EIR or negative declaration have occurred.

ATTACHMENT(S):

Resolution
Fletcher Studio Proposal
FY24-26 Capital Improvement Program - Laura Fish Somersal Park

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CITY OF HEALDSBURG
RESOLUTION NO. -2025

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

HEALDSBURG APPROVING A PROFESSIONAL SERVICES

AGREEMENT WITH FLETCHER STUDIO IN THE AMOUNT
OF $824,675 FOR THE PREPARATION OF DESIGN

DEVELOPMENT DRAWINGS AND CONSTRUCTION

DOCUMENTATION AND BIDDING SUPPORT SERVICES
FOR LAURA FISH SOMERSAL PARK PHASE 1, AND

AUTHORIZING THE CITY MANAGER TO EXECUTE THE
AGREEMENT AND CHANGE ORDERS UP TO 10% OF THE

ORIGINAL AGREEMENT AMOUNT
WHEREAS, the City of Healdsburg (the “City”) owns approximately 38 acres of land that was designated in the Saggio Hills Development project to be a public park; and WHEREAS, on August 21, 2023, City Council approved the CEQA study and final master plan for the Saggio Hills development park; and
WHEREAS, on May 6, 2024 City Council provided direction for the park’s first phase of development (“Phase 1”) to include: the multipurpose trail, creek restoration, parking and support facilities such as a restroom and drinking fountain to support the park’s use, infrastructure such as utilities, storm water, etc. to support the first phase of the project, as well as future development, and other park amenities as funding allows, including a modest sports component; and
WHEREAS, on June 3, 2024, City Council adopted the Five-Year Capital Improvement Program as a component of the biennial budget for Fiscal Year 2024-25 and 2025-26, which established a total project budget for the Laura Fish Somersal Park of $7,676,355; and WHEREAS, on October 21, 2024 City Council named the new park the Laura Fish Somersal Park; and
WHEREAS, on December 16, 2024 City Council approved a Professional Services Agreement with Fletcher Studio for the schematic design of the first phase of the park’s construction;
WHEREAS, on May 19, 2025, City Council reviewed the schematic design for Phase 1 of the park’s development and expressed support for moving forward with design development, construction drawings, and bidding under the following plan: the design will include the multipurpose trail, bridge crossings, creek restoration, and park parking lot as the base bid and the Healdsburg Ridge Open Space parking/trailhead and restrooms as bid alternates; and WHEREAS, Fletcher Studio has submitted a cost proposal for design development,

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Packet Pg. 199 Attachment: Resolution (4817 : Fletcher Studio Contract - Laura Fish Somersal Park Design Development) Resolution No.