Agenda, regular meeting — Indian Wells City Council, October 24, 2024 (part 1 of 2)

CITY COUNCIL
Meeting Agenda

Thursday, October 24, 2024
1:30 PM
City Hall Council Chamber
44950 Eldorado Drive, Indian Wells, CA 92210

Welcome to a meeting of the Indian Wells City Council.

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Public Comments: Members of the Public who wish to speak should fill out a blue slip and submit it to the City Clerk, comments are limited to 3 minutes. In accordance with State Law, remarks during public comment are to be limited to subjects within the City's jurisdiction. If you are unable to provide comments during meeting, written comments on agenda or non-agenda items or both, may be submitted at [email protected] an hour prior to the start of the meeting.

Notification: If you are an individual with a disability and need a reasonable modification or accommodation pursuant to the Americans with Disabilities Act (ADA) please contact the City Clerk at 760-346-2489, 48 hours prior to the meeting.

Please turn off all communication devices (phones) or put them on non-audible mode (vibrate) during Council proceedings. All documents for public review are available for public inspection at City Hall reception, 44-950 Eldorado Drive, Indian Wells during normal business hours.

Pages

A.CONVENE THE INDIAN WELLS CITY COUNCIL, PLEDGE OF

ALLEGIANCE AND ROLL CALL

MAYOR GREG SANDERS

MAYOR PRO TEM BRUCE WHITMAN

COUNCIL MEMBER TY PEABODY

COUNCIL MEMBER DANA REED

COUNCIL MEMBER DONNA GRIFFITH
B.APPROVAL OF THE FINAL AGENDA
C.PROCLAMATIONS AND PRESENTATIONS
C.1 Proclamation Recognizing the Month of October 2024 as “Fire Prevention and Mini Muster” Month in the City of Indian Wells C.2 Riverside County Fire Update by Battalion Chief Matthew Kotz C.3 Riverside County Sheriff Update by Indian Wells Lieutenant David Wright
C.4 Grand Hyatt Indian Wells Resort Update by General Manager Dan Johnson
C.5 2025 Dr. George Charity Car Show Presentation by Vice President of Palm Springs Cruisin' Association Craig Korthase
C.6 Indian Wells Capital Improvement Project Update by Assistant Public Works Manager Dina Purvis
D.PUBLIC COMMENTS
Members of the Public who wish to speak on consent items OR items not listed on the agenda may do so at this time. Public Comments are limited to 3 minutes. Speakers will be alerted when their time is up and are then to return to their seats and no further comments will be permitted.

Please note that while the City Council values your comments, the Council cannot respond nor take action on matters not listed on the agenda until the matter may appear on the forthcoming agenda.

E.CITY MANAGER'S REPORTS
The City Manager or Department Heads may make brief
announcements, informal comments, or brief the Council on items of interest.

F.CITY ATTORNEY REPORTS AND COMMENTS
Council Agenda- October 24, 2024

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G.CONSENT CALENDAR
All matters listed on the Consent Calendar are considered to be routine and will be approved by one motion. Reading of text of Ordinances is waived and Ordinances are adopted as second reading, by title only. There will be no separate discussion of these items unless members of the Council request specific items be removed from the Consent Calendar for separate discussion and action.

G.1 Extension of Exclusive Negotiation Agreements with Abode Communities and Summit Development for Affordable Housing Development in Indian Wells
9 RECOMMENDED ACTIONS:

Council AUTHORIZES and DIRECTS the City Attorney to prepare and the City Manager to execute a 120-day extension to the exclusive- negotiation agreements with Adobe Communities and Summit Developers (Genton Developers) regarding potential development of an affordable housing project in the City of Indian Wells; and FINDS the action is not a project within the meaning of Section 15378 of the State of California Environmental Quality Act (“CEQA”) Guidelines because it has no potential to result in physical change in the environment, directly or indirectly; and that the action is nonetheless exempt from the requirements of CEQA in that the activity is covered by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the environment. (14 CCR 15061(b)(3).)
G.2 Update on the City Council Strategic Planning Goals of 2024 12 RECOMMENDED ACTIONS:

Council RECEIVES and FILES the update on the City Council Strategic Planning Goals of 2024; and
FINDS the action exempt from CEQA review under CEQA Guidelines section 15061(b)(3).

Council Agenda- October 24, 2024

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G.3 Resolution Amending the Conflict-of-Interest Code of the City of Indian Wells Pursuant to the Political Reform Act of 1974 20 RECOMMENDED ACTIONS:

Council ADOPTS and APPROVES to amend the Conflict-of-Interest Code of the City of Indian Wells pursuant to the Political Reform Act, section 87303; and
FINDS the action exempt from CEQA review under CEQA Guidelines section 15061(b)(3).

G.4 Sponsorship Request Benefiting the Joslyn Senior Center 31 RECOMMENDED ACTIONS:

Council APPROVES sponsorship request in the amount of $1,000 for the Joslyn Center Season Kickoff event held on November 1, 2024, at the William Cody Petrie House in Indian Wells; and
AUTHORIZES the attendance of Council Members at the event; and FINDS the action exempt from CEQA review under CEQA Guidelines section 15061(b)(3).

G.5 Council Member Attendance at 2025 Events 34
RECOMMENDED ACTIONS:

Council PRE-APPROVES the attendance of Councilmembers to attend the Passion of Excellence on January 28, 2025, and Wild at Heart Gala on February 22, 2025 as identified in the staff report; and FINDS the action exempt from CEQA review under CEQA Guidelines section 15061(b)(3).

Council Agenda- October 24, 2024

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G.6 Safer Streets Public Engagement Process to be Facilitated through Planning Commission Special Meetings
36 RECOMMENDED ACTIONS:

Council APPROVES the City’s Public Engagement process for the Safer Streets Project to be facilitated through special meetings of the Planning Commission; and
FINDS the project to be categorically exempt from the provisions of the California Environmental Quality Act (CEQA) as not a project pursuant to Section 15378.

H.PUBLIC HEARINGS
No public hearings.

I.GENERAL BUSINESS
The Mayor will call upon the members of the public to address the Council regarding the agenda item being considered. After the public has provided comment, the item is closed to further comment and brought to the Council for discussion and action.

I.1 Tourism and Marketing Program for FY 2024-2025 38
RECOMMENDED ACTIONS:

Council RECIEVES and FILES the Tourism and Marketing Plan Presentation for FY 2024-2025; and
FINDS the action exempt from California Environmental Quality Act (CEQA) review under Guidelines section 15061(b)(3).

Council Agenda- October 24, 2024

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I.2 Ordinance Amending Chapter 21.32 Relating to Time-Share Provisions of the Municipal Code
59 RECOMMENDED ACTIONS:

Council ADOPTS ordinance adding Chapter 21.32 “Time-Share Uses” and deleting Section 21.04.090 from Title 21 of the Indian Wells Municipal Code reinforcing the City’s prohibition against time-share uses within the City; and
FINDS the action to be exempt from the provisions of the California Environmental Quality Act (“CEQA”) under state CEQA Guidelines sections 15060(c)(2), 15060(c)(3), and 15061(b)(3).
–Or–
If the Council wants to consider “grandfathering” the two existing Pacaso timeshare properties — DIRECTS staff and the city attorney to prepare a revised draft ordinance for the council to consider at a future meeting.

I.3 Award of Bid for Redesign of the Players Course at the Indian Wells Golf Resort
70 RECOMMENDED ACTIONS:

Council AUTHORIZES the supplemental appropriation of
$12,000,000 to Troon to complete the redesign of the Player’s Course; and
AUTHORIZES the supplemental appropriation of $1,500,000 to Troon to complete a Fire Access Road, utilizing County Structural Fire Tax Credits; and
AUTHORIZES the City Attorney to prepare an addendum to the Troon Management Agreement permitting Troon to serve as project manager for this capital improvement project; and
ADOPTS Resolution approving an Addendum to the City’s General Plan Final Environmental Impact Report per Section 15164(a) of the California Environmental Quality Act (CEQA) Guidelines and directing staff to file the Notice of Determination.

Council Agenda- October 24, 2024

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J.COUNCIL MEMBER'S REPORTS AND COMMENTS
On their own initiative, Council Members may make a brief announcement or a brief report on their own activities. Council Members may ask a question for clarification, make a referral to staff, or take action to have staff place a matter of business on a future agenda. The Council may take action on items listed on the Agenda.

J.1 COUNCIL MEMBER GRIFFITH
CVAG Conservation Commission
CVAG Energy & Sustainability Committee
CVAG Homelessness Committee
Indian Wells Community Activities Committee
Indian Wells Golf Resort Advisory Committee
Indian Wells Grants In Aid Committee
Indian Wells Finance/Legal Services Oversight Committee J.2 COUNCIL MEMBER REED
California Joint Powers Insurance Authority
CVAG Transportation Committee
Indian Wells Marketing Committee
Riverside County Transportation Commission
Southern California Association of Governments
J.3 COUNCIL MEMBER PEABODY
Cove Communities Services Commission
Coachella Valley Animal Campus
Indian Wells Golf Resort Advisory Committee
Indian Wells Marketing Committee
Sunline Transit Agency
J.4 MAYOR PRO TEM WHITMAN
Coachella Valley Economic Partnership
Coachella Valley Mountains Conservancy
CVAG Public Safety Committee
Desert Sands Unified School District
Indian Wells Personnel Committee
Indian Wells Public Safety
Indian Wells Tee Committee
Council Agenda- October 24, 2024

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J.5 MAYOR SANDERS
Cove Communities Services Commission
CVAG Executive Committee
Desert Sand Unified School District
Indian Wells Finance & Legal Services Oversight Committee Indian Wells Personnel Committee
Indian Wells Public Safety Committee
Indian Wells Tee Committee
Visit Greater Palm Springs
K. ADJOURNMENT
To a regularly scheduled meeting of the City Council to be held at 1:30 p.m. on November 7, 2024 in the City Hall Council Chamber.

Affidavit of Posting,
I, Angelica Avila, certify that on October 18, 2024 I caused to be posted a notice of a City Council Meeting to be held on October 24, 2024 at 1:30 p.m. in the City Hall Council Chamber.

Notices were posted at Indian Wells Civic Center and City's Website [ www.cityofindianwells.org]
________________________
Angelica Avila, MMC, City Clerk
Council Agenda- October 24, 2024

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Indian Wells Fire Department
Quarterly Report
CAL FIRE / Riverside County Fire Department
Battalion Chief Matthew Kotz
Council Presentation: October 24, 2024
Presentation C.2

•Fire Department calls for service from 7/1/2024 to 9/30/2024. •Comparison of calls from the previous quarterly period. •Significant Fire Department events in Indian Wells.

Presentation Outline

Fire Department Calls for Service
➢ Total number of calls: 257 *(291 calls for service in 2023) ➢Medical: 166
➢False Alarms: 44
➢Public Service Assists: 23
➢Traffic Collisions: 14
➢Comparison of total number of calls same quarter in 2023: -11.6%

Riverside County Fire Department/ CAL FIRE
Jurisdiction Summary for City of Indian Wells
Hill Weiser
Fire Chief
7/1/2024 to 9/30/2024
Incident Response Activity
*At least 1 Resource Dispatched
Incident Type
Fake Alarm
Public Service Assist
Rescue
Rinaino Alarm
Standby
44 164
1 Traffic Collision 14
Vehicle Fire 1
Incident Total 25:3
Average Enroute to can -Scene Time
*Units Responding Charlie, Delta, Bravo, Echo, Code 3
<5 Minutes
+10 Minutes
+5 Minutes
% 0 to 5 Min
Enroute Time: Unit has been acknowledged as responding, On -Scene Time: Unit has been acknowledged as being On -Scene,

Fire Department Calls for Service at Indian
Wells Hotels
•Hyatt Grand Champions: 8
•Renaissance Esmerelda: 9
•Tommy Bahama Miramonte Resort: 4
•Indian Wells Resort: 1

Significant Events in Indian Wells
Special Events:
➢Prepare for the 2024 La Quinta to Indian Wells Ironman event. ➢Mini-muster at Gerald Ford Elementary School.

Incident Response:
➢No significant fire department responses within the city of Indian Wells.

Significant Accomplishments throughout the quarter:
➢Work with city staff to approve the remount of the Indian Wells reserve ambulance and update ambulance gurney equipment.

2024 Mini-Muster at Gerald Ford Elementary
School

Questions?

Riverside Sheriff –Indian Wells
Council Presentation: October 24, 2024
Presentation C.3

Riverside Sheriff –Indian Wells
➢10,766 total file numbers drawn as of September 30, 2024 •1,956 calls for service
•8,810 self-initiated file numbers drawn
•70 total arrests made
•12 DUIs
•7 Public intoxication
•22 Warrant arrests
•7,276 area checks were conducted

Riverside Sheriff –Indian Wells
➢Traffic Collisions Year-to-Date as of 09/30/24 = 106
•0 Fatal
•1 Major injury
•24 Minor-injury
•81 Non-injury
➢Traffic Citations Year-to-Date = 1,339
•12 DUI Arrests

Riverside Sheriff –Indian Wells
➢Uniform Crime Reporting Data YTD Comparison as of 05/31/24 Crime 2022 YTD 2023 YTD 2024 YTD
Homicide 0 0 0
Rape 2 1 1
Robbery 1 1 1
Aggravated Assault 5 3 6
Total Violent Crimes 8 5 8
Burglary 26 19 10
Auto Theft 8 2 5
Larceny*74 68 41
Total Property Crimes 108 89 56
Total Part 1 Crimes 116 94 64 -32% from 2023
* Includes vehicle burglaries

Council Presentation: October 24, 2024
Presentation C.6

PROJECTS COMPLETED OVER SUMMER
Warner Trail
Road
Improvement
s
IW Lane/
Resort Campus
Paving Project
Eldorado Tree
Replacement &
Sidewalk
West Drop
Structure
1W Villas
Sidewalk
Improvements

Warner Trail Road Indian Wells Lane/
Improvements - Complete Resort Campus Paving Project - Complete Ity

West Drop Structure - Before
West Drop Structure - After

ADVANCED CIP UPDATE
Local Road
Paving
South of Highway 11 1,
between Rancho Palmeras &
Indian Wells Lane
Safer Streets Indian
Wells
Upcoming meeting:

Tuesday, October 29th 3 pm
City Hall Council Chambers
Hwy 1 1 1 Palm Tree
Replacement
Palm trees that are unsafe
and/or at the end of their life
will be replaced.

REGULARLY SCHEDULED CIP FOR 24-25
Energy Efficiency
a
Fred Waring Rehabilitation
In Design
Highway 1 11 Drought
Tolerant Landscaping
In Design

FUTURE CAPITAL IMPROVEMENT PROJECT
Miles Avenue Rehabilitation

Community Development Department
City of Indian Wells
Hedge Height & Tree Regulations
Council Presentation: October 24, 2024
Presentation Item E.

Rear Yard Building Envelope
Point B
18-Feet
Point A
12-feet
Point C
9-feet

Line of Sight

PAD
“A”
PAD
“B”
9’
12’
HO
U
S
E
10’

12’
PAD“A” PAD “B”
HO
U
S
E
10’

Point B
32'
Extension of Building Envelope
to rear property line in blue shade

INDIAN WELLS CITY COUNCIL
October 24, 2024

To: City Council
From: City Manager Department
Prepared by: Christopher Freeland, City Manager
Subject: Extension of Exclusive Negotiation Agreements with Abode Communities and Summit Development for Affordable
Housing Development in Indian Wells

RECOMMENDED ACTIONS:

FINDS the action is not a project within the meaning of Section 15378 of the State of California Environmental Quality Act (“CEQA”) Guidelines because it has no potential to result in physical change in the environment, directly or indirectly; and that the actio n is nonetheless exempt from the requirements of CEQA in that the activity is covered by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the environment. (14 CCR 15061(b)(3).)

BACKGROUND:

Government Code section 65302(c) mandates that cities adequately plan, through a Council-adopted Housing Element, for their existing and projected housing needs, including its share of the regional housing need allocation (“RHNA”). The City of Indian Wells has been assigned an allocation of 382 new housing units as its share of the RHNA in Southern California for the 6th Housing Element cycle (2021–2029). This includes 117 very-low-income units, 81 low-income units, 91 moderate-income units, and 93 above- moderate-income units. The City’s current Housing Element has been adopted by the City Council and certified by the State Department of Housing and Community Development.

The City’s adopted Housing Element includes a program to rezone the vacant 34-acre parcel at the northeast corner of Miles Avenue and Warner Trail. This site is identified as an inventory site in the City’s Housing Element to accommodate additional affordable housing units on 8 to 10 acres of the site to help satisfy the City’s RHNA requirements.

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Council Agenda- October 24, 2024

The City is in the process of acquiring this parcel for affordable housing, park, recreation, open space, and associated parking.

Summit Developers (a.k.a. Genton Development) has submitted a preliminary application for the development of a wellness resort hotel consisting of a wellness sanctuary, hotel rooms, condominiums, detached bungalows, and luxury villas on the vacant 15-acre property located at the northwest corner of Highway 111 and Miles Avenue. This project will generate hundreds of new employment positions within the City and Summit desires to develop a workforce-housing project as an incentive to attract and retain staff for its new resort and wellness center.

In 2020, the City entered into an exclusive-negotiation agreement (“ENA”)1 with Abode Communities for the development of affordable housing on another property elsewhere in the community. Development of that property project has been delayed due to infrastructure needs in the Whitewater Channel. Abode Communities was previously selected by the City after a competitive Request for Proposals process. Abode Communities has been in business for over 50 years, producing more than 45 affordable housing developments with approximately 3,000 units.

DISCUSSION:

At the June 20, 2024, City Council meeting, the City authorized ENAs with Summit Developers and Abode Communities to facilitate discussions on the potential development of workforce housing on the vacant parcel at the northeast corner of Miles Avenue and Warner Trail. This will afford both potential developers the opportunity to conduct the necessary studies of the property and develop initial designs of workforce housing, park, recreation, open space, and associated parking. This in turn will provide the City with competitive options for ultimately selecting the final developer or developers to develop the site. It is important to note that this site has been identified as having Native American artifacts and will require additional site investigations and consultation with the affected tribe to determine the extent of developable area.

The initial term of the ENA was 120-days, which expires in November 2024. Staff is recommending a 120-day extension to both ENAs to afford Summit and Abode additional time to conduct their due diligence, including site review for Native American artifacts.

There is a court hearing in November, which may provide the city the needed opportunity to gain access to the site for additional analysis of site conditions.

1 An ENA is legal document utilized by the City to provide parties the opportunity to discuss a potential project with specific developers who have expressed a willingness to work together on a potential development. It is not a development approval. Nor is it a promise to approve any project in the future.

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Council Agenda- October 24, 2024

Residents and other stakeholders will have ample opportunity to comment on any development at future community meetings. It is also important to note that entering into an ENA does not commit the City to do a development with Summit Developers or with Abode Communities.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

This action has been assessed in accordance with the authority and criteria contained in CEQA, the state and local CEQA Guidelines, and the environmental regulations of the City.

The City, acting as Lead Agency, has determined the action is not a project within the meaning of Section 15378 of the State of CEQA Guidelines, because it has no potential to result in physical change in the environment, directly or indirectly; and that the action is nonetheless exempt from the requirements of CEQA in that the activity is covered by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the environment. (14 CCR 15061(b)(3).) Any future development of the site will be subject to the appropriate CEQA analysis and mitigation.

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Council Agenda- October 24, 2024

INDIAN WELLS CITY COUNCIL
October 24, 2024

To: City Council
From: City Manager Department
Prepared by: Christopher Freeland, City Manager
Subject: Update on the City Council Strategic Planning Goals of 2024

RECOMMENDED ACTIONS:

Council RECEIVES and FILES the update on the City Council Strategic Planning Goals of 2024; and

FINDS the action exempt from CEQA review under CEQA Guidelines section 15061(b)(3).

BACKGROUND:

On April 2, 2024, the City Council conducted its Annual Strategic Planning Session to establish goals for the City of Indian Wells for the coming year. The goals discussed encompassed City, Indian Wells Golf Resort (IWGR), and Housing Authority priorities.

Cities undertake strategic planning to help an organization determine where it is going over the next year or more, how it is going to get there, and how it will know if it got there or not. This is the City’s “Game Plan.” The focus of a strategic plan is to outline th e goals of the City Council for the entire community/organization with the following benefits in mind:

 Formally adopted City Council Goals provide official direction to plan and organize resources to ensure their completion.
 The strategic plan is used to identify funding priorities for inclusion in the City’s budget.
 A better understanding by citizens and staff of the City Council’s plans as a single governing body for the future of the City of Indian Wells.  Goals are established to meet the changing needs of the community.  City staff are more focused and effective in addressing City Council priorities.  City staff are more accountable to the City Council for achieving City Council Goals.

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Council Agenda- October 24, 2024

Recently, the Council updated the City Council Policy Manual requesting a review of Council Goals more frequently than on a yearly basis. This report satisfies that requirement.

DISCUSSION:

At the March 7, 2024, City Council meeting, staff provide a written update on the 2023 City Council Strategic Goals. Many of the goals established in 2023 were completed, however, some items rolled over to 2024. At the May 16, 2024, City Council meeting, staff provided a written report summarizing the 2024 City Council Strategic Planning Session and Goals for 2024.

This report provides an update to the 2024 City Council Strategic Goals and those goals from 2023 that rolled over. Staff are pleased with the progress that has been made towards these goals, with many of them being completed in the last several months.

City Council Fiscal Policies:

1. Continue the Council Policy of reserving $2 million annually for long-term capital replacements. (Completed)
o Adopted with the Fiscal Year 2023-2025 Mid-Budget update in 2024.

2. Continue the Council Policy of maintaining a fully funded pension program. (Completed)
o Adopted with the Fiscal Year 2023-2025 Mid-Budget update in 2024. o The City Council also adopted a policy at its September 5, 2024, City Council meeting to maintain a fully funded pension plan. The council also adopted a General Fund Reserve policy.

3. Bring forward the implementation of the citywide operational Community Facilities District. (Completed)
o Operational Community Facilities District to fund future public safety costs approved by the City Council in June 2024.

4. Examine and develop recommendations to address the declining Housing Authority fund balance. (In Progress)
o Staff will continue to develop recommendations to address the declining Housing Authority fund balance for discussion at the 2025 City Council Strategic Planning Session.

5. Examine a new revenue measure designed to diversify revenue streams and provide a dedicated funding source to address future funding needs of the City (e.g., public safety cost increases). (On Hold)

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Council Agenda- October 24, 2024

o City Council considered a ballot measure to add a consumer price index increase to the fire tax. After polling the potential measure, Council decided to not move forward with a ballot measure.
o The Finance Committee discussed and recommended delaying any new revenue measure until new public safety cost increases were known. Contracts with Riverside County Sheriff and CalFire are expected to increase significantly over the next few years.

Capital Improvement Program Update:

A part of the annual budget review is the development of a Capital Improvement Program (CIP), which is the City’s comprehensive multi-year plan for the development of the City’s capital facilities, improvements, and maintenance. Capital improvement projects include the construction, acquisition, expansion, rehabilitation, or non-routine maintenance work that exceeds $5,000 and results in the creation or preservation of a City capital asset.

1. Advancement of Capital Improvement Projects. (In Progress) o The Council approved advancing numerous infrastructure projects that are currently in design (e.g., residential street resurfacing and repair, paver replacement, sidewalk improvements, safer streets program).

2. Maintain and add healthy, vibrant, and water conscience landscaping citywide. (In Progress)
o Council approved landscape standard for the community to provide opportunities to promote drought tolerant landscaping, while maintaining Indian Wells’ brand of lush landscaping. Staff developing concepts for improving Highway 111 landscaping, including Palm Tree replacement.

Provide Responsive, Innovative, and Efficient Public Safety:

1. Examine opportunities for the Sheriff’s Department and Public Works to address further speeding in the community. (In Progress)
o The Sheriff’s Department has increased traffic enforcement in the community through specialized and targeted enforcement. Additional work being done by Public Works as part of the safe streets’ initiative in the community.
o Fairway Drive speeds were reduced with the addition of Fairway Park.

Tourism:

1. Evaluate the partnership with Acrisure Arena and suggest revisions to the media plan to maximize the city as the official city partner of the arena. (In Progress) o Council approved the continuation of the partnership with Acrisure Arena and to focus marketing efforts to promoting Indian Wells as a tourism destination, with emphasis on increasing visitors to local hotels and businesses. Much of the advertisement in 2024-2025 will focus on IWGR and Kestrel.

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Council Agenda- October 24, 2024

Sustainable Community:

In 2021, the city began an initiative to be more energy efficient, promote recycling (e.g., organic waste, mulch, etc.), and water conservation.

1. Monitor the completion of the Energy Efficiency program and seek efforts to facilitate a quicker installation of the system. (In Progress)
o While the project has seen significant delays, staff was successful in getting project completion days moved up. Currently, the solar project at City Hall and the Golf Resort Maintenance Yard are expected to be completed by the end of October 2024 and the Golf Resort Clubhouse is tentatively scheduled for completion in February 2025. Vendor also compensated city for project delays.

2. Examine opportunities to expand non-potable water for landscaping into community. (Completed)
o City met with Coachella Valley Water District, who supports the City’s efforts to expand non-potable water in the city. Will incorporate into landscape projects as appropriate.

General Plan Update:

The City’s Comprehensive General Plan Update is currently in progress and anticipated to be completed in the first quarter of 2025. The City Council also wanted various components of the General Plan Update to include other relevant initiatives, including:

1. Complete Housing Element. (Completed)
o Housing Element was adopted by City Council and certified by the State of California’s Housing and Community Development Department (HCD) on July 30, 2024. The certified Housing Element is posted to the City’s website and shall be incorporated as part of the Comprehensive General Plan Update.

2. Complete Historical Resource Study (Completed)
o Document provides historical information on community and architecture for inclusion in the final General Plan Update.

3. General Plan PEIR (In Progress)
o A Notice of Preparation (NOP) for the General Plan’s Programmatic Environmental Impact Report (PEIR) has been completed and circulated for the required 30-day public review period between July 31 through August 29, 2024.

The City received nine (9) comment letters from the public and responsible agencies. The Draft PEIR is currently being prepared to address public comments and is on target to be circulated for the required 45-day public review period in December 2024.

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Council Agenda- October 24, 2024

Identify Potential Park Sites:

1. The City Council has instructed staff to continue to explore new recreational or park sites in the community. (Completed)
o The City Council approved the use of the Lissoy Opportunity site as a location for a future park.

Update Communications Plan:

1. Update City’s 2018 Communication Plan. (Completed)
o The Council approved an updated Communications Plan at their July 18, 2024, City Council meeting.

Community Events and Activities:

The City Council budgeted additional funding for the Community Activities Committee to allocate towards several new programs and events in the city.

1. Continue identifying new community events and activities for residents and seek partnerships with Desert Recreation District (DRD) and other organizations that may be able to assist in providing enhanced benefits to residents. (Completed) o City partnered with the Palm Springs Air Museum for Indian Wells Day at the museum, discounts on Pickleball Paradise memberships, reduced membership for and is discussions with other organizations for events in 2024/2025.
o Community Activities Committee is working with staff and DRD to increase recreational programming and events in the community.

2. Contact Southwest Church and Ford Elementary School to see if their choirs will perform at City events (e.g., Memorial and Veteran’s Day). (Completed) o Staff will continue to seek opportunities to partner with both organizations for the various community events in the coming years.

3. Meet with the Canadian Consulate to ascertain an interest in developing a sister city relationship with Kelowna, Canada. (On Hold)
o Currently, there does not seem to be progress in developing a relationship with Kelowna, Canada. Staff would like to revisit this goal with the City Council at its 2025 Strategic Planning Session.

Develop Landscape Uniformity Along Highway 111:

The landscaping along Highway 111 is an iconic characteristic of the City and requires high-quality maintenance to preserve the City’s standards. The Council expressed interest

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Council Agenda- October 24, 2024

in developing uniform standards for landscaping materials used and consistency of maintenance efforts.

As part of this goal, the City Council recommended the following:

 Develop landscaping standards for commercial centers along Highway 111 that are consistent with the City's uniform standards. (Completed) o The City Council approved citywide landscaping designs with the intent of meeting state water conservation measures, while maintaining the community’s iconic lush landscaping.

 Examine potential to reduce turf along Highway 111, while maintaining the lush appearance along the corridor. (In Progress)
o Initial designs are being completed for community review in the coming months.

 Develop a multi-year phasing strategy to budget for the removal and replacement of publicly owned palm trees throughout the city. (In Progress) o City completed a citywide tree inventory. This included the identification of tree species and evaluation of those trees needing replacement. o The city has begun the process to replace trees, which will continue over the next few years.
 Tree replacement was expedited in areas affected by Tropical Storm Hillary.
 Palm Tree replacement along Highway 111 has also begun.

Encourage and Expand Economic Development Opportunities in the Community:

New economic development opportunities are coming forward in Indian Wells. Developers are interested in developing in the community. As part of the City’s efforts to encourage and expand economic development in the community, the Council recommended the following goals:

o Continue efforts to develop the Genton and Brixton sites, including channel improvements. (In Progress)
o Genton delayed this project to provide adequate time and due diligence to purchase the Brixton site.
o To date, the channel improvements are currently being reviewed by the Coachella Valley Water District. Construction is tentatively planned for early to mid-2025.
 The city has been successful in obtaining $5 million in federal funding for the channel improvements, with an additional $5 million in federal funding pending.

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Council Agenda- October 24, 2024

o Genton Development at the corner and Highway 111 and Miles Avenue continues moving forward.
 Tentative site plan and initial city approvals have been applied for.

Expand Partnership with the Indian Wells Preservation Foundation:

The City has been working closely with the Indian Wells Historic Preservation Foundation (IWHPF) to catalog items that document the history of Indian Wells. The relationship between the City and IWHPF has never been better.

1. The City Council directed staff to further expand its relationship with the IWHPF to help educate the community on the history of Indian Wells and support the IWHPF’s efforts to become more involved with its community. (Completed) o While being marked completed, staff and Council will continue to work with the IWPF in the coming years to further the preservation of history in the community. o This past year, City and IWPF provided additional community events, added a historical display at Fairway Park, and finalizing the remaining interviews for the oral histories project.
o City also conducted a preliminary feasibility for the creation of an IWPF museum/library at the former Carl Bray homesite.

Resident Committee and Commission Function Review:

Residents of Indian Wells volunteer to serve on a variety of City committees and commission for the betterment of the community.

1. The City Council recommended the review of the duties, responsibilities, and functionality of the City’s resident committees and commission. (Completed)

o Council approved changes to bylaws, In 2023, the City Council authorized the formation of a Council Ad Hoc Committee to review the resident committees and commission consisting of The Ad Hoc Committee, consisting of Mayor Pro Tem Whitman and Councilmember Griffith met with each of the City committees and commission and developed recommended changes to the various committees, which were approved by the City Council.

Goals for the Indian Wells Golf Resort:

In the past two years, the City Council's goals for the Indian Wells Golf Resort (IWGR) were to complete negotiations with Troon for the management of the IWGR, implement financial performance measures, have the IWGR be more profitable, and encourage residents to use of the facilities.

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Council Agenda- October 24, 2024

Highlights for the IWGR include the following:
o For the first time in over 20 years, the IWGR achieved profitability for the last two fiscal years. Generating over $1.2 million in profit for the City after including all annual capital spending.
o Additionally, the City Council has strategically decided to eliminate the Resident Golf Amenity Fee Subsidy, a move that will save taxpayers over $25 million over the next decade. This subsidy was initially implemented to align the Resident Discount Rate with the average rate paid by non-resident golfers.

The Council also instructed staff and Troon to complete the reconceptualization of the Vue Restaurant to Kestrel-A Richard Blais Kitchen and Lounge. Kestrel opened to the public in early October. A formal grand opening is planned for November.

The Council has authorized the completion of the redesign of the Players Course, specifically approving the relocation of Holes #17 and #18 to the north side of the Whitewater Channel. In a 3-1 vote, the Council selected John Fought to complete the redesign and prepare the necessary bid documents, with City staff tasked with securing construction bids.

Initially, the City’s bid process resulted in only one bid. After consulting with Troon, it was decided to rebid the project with Troon managing the process. Troon suggested that some contractors may have been hesitant to bid directly with the City and noted that they could leverage their industry connections to encourage more participation.

Troon publicly solicited bids on September 9, 2024, and hosted a pre -bid meeting with interested contractors on September 17, 2024. The bidding period closed on September 27, 2024, with three bids received: Landscapes Unlimited at $12.1 million, Heritage Links at $12.4 million, and Sperber Landscape Companies at $16.9 million. The Council is expected to review this matter at a public meeting in October.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

The action is not a project within the meaning of Section 15378 of the State of California Environmental Quality Act (“CEQA”) Guidelines, because it has no potential for resulting in physical change in the environment, directly or indirectly; and that the action is nonetheless exempt from the requirements of CEQA in that the activity is covered by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the environment. (14 CCR 15061(b)(3).)

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Council Agenda- October 24, 2024

INDIAN WELLS CITY COUNCIL
October 24, 2024

To: City Council
From: City Manager Department
Prepared by: Angelica Avila, City Clerk
Subject: Resolution Amending the Conflict-of-Interest Code of the City of Indian Wells Pursuant to the Political Reform Act of 1974

RECOMMENDED ACTION:

Council ADOPTS and APPROVES to amend the Conflict-of-Interest Code of the City of Indian Wells pursuant to the Political Reform Act, section 87303; and

FINDS the action exempt from CEQA review under CEQA Guidelines section 15061(b)(3).

SUMMARY:

Every two years the Fair Political Practices Commission requires every City to review their Conflict-of-Interest Code (“Code”) and make any necessary changes and file a biennial notice regarding the results of the review.

During the review process, staff found that amendments to the City’s Conflict of Interest Code are necessary. A redlined version of the proposed amended Code is attached showing the revisions made.

Background
The Political Reform Act of 1974, Government Code section 81000, et seq. (the “Act”), requires all public agencies to adopt and maintain a conflict-of-interest code. The Act further requires that agencies regularly review and update their codes as directed by the code-reviewing body or when change is necessitated by changed circumstances (Sections 87306 and 87306.5).

The City Council is the City’s code-reviewing body. As the code-reviewing body, the City Council directs that the Code be reviewed biannually and, if a change in the Code is necessary, that a revised Code be prepared and submitted to the City Council for approval.

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Council Agenda- October 24, 2024

Attached is a legislative (redlined) version of the proposed amended Code. The proposed revisions are based on the need to includes new positions that must be designated, delete titles of existing positions that have been abolished and/or positions that no longer make or participate in making governmental decisions and include, revise disclosure category and include AB1234 training language.

Government Code section 87303 provides that no code or amendment to a code shall be effective until it has been approved by the code-reviewing body.

FISCAL IMPACT:

There is no fiscal impact.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

ATTACHMENTS:

1. Resolution

2. Conflict of Interest Code- redline

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Council Agenda- October 24, 2024

26529.00000\40830866.1
RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIAN WELLS,

CALIFORNIA, APPROVING AND ADOPTING AN AMENDED CONFLICT OF INTEREST CODE PURSUANT TO THE POLITICAL REFORM ACT OF 1974 WHEREAS, the Legislature of the State of California enacted the Political Reform Act of 1974, Government Code Section 81000 et seq. (the "Act"), which contains provisions relating to conflicts of interest which potentially affect all officers, employees and consultants of the City of Indian Wells (the "City") and which requires all public agencies to adopt and promulgate a conflict-of-interest code; and
WHEREAS, the City Council adopted a Conflict of Interest Code (the “Code”) which was amended on January 29, 2020, in compliance with the Act; and WHEREAS, subsequent changed circumstances within the City have made it advisable and necessary pursuant to Sections 87306 and 87307 of the Act to amend and update the City’s Code; and
WHEREAS, the potential penalties for violation of the provisions of the Act are substantial and may include criminal and civil liability, as well as equitable relief which could result in the City being restrained or prevented from acting in cases where the provisions of the Act may have been violated; and
WHEREAS, notice of the time and place of a public meeting on, and of consideration by the City Council of, the proposed amended Code was provided each affected designated employee and publicly posted for review; and
WHEREAS, a public meeting was held upon the proposed amended Appendix at a regular meeting of the City Council on November 28, 2022, at which all present were given an opportunity to be heard on the proposed amended Code.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF INDIAN WELLS,

CALIFORNIA, DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

Section 1. The City Council does hereby approve and adopt the proposed amended Conflict of Interest Code, a copy of which is attached hereto and shall be on file with the City Clerk, and available to the public for inspection and copying during regular business hours; Section 2. The said amended Conflict of Interest Code shall become effective immediately upon its adoption and approval.

ATTACHMENT #1

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26529.00000\40830866.1

City of Indian Wells
Resolution No. 2024-

Page 2 ends

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Indian Wells, California, at an adjourned regular meeting held on this 24th day of October 2024.

_________________________________

GREG SANDERS
MAYOR

CERTIFICATION FOR RESOLUTION NO. 2024-

I, Angelica Avila, City Clerk of the City Council of the City of Indian Wells, California, DO HEREBY CERTIFY that the whole number of the members of the City Council is five (5); that the above and foregoing Resolution was duly and regularly passed and adopted at an adjourned regular meeting of the City Council of the City of Indian Wells on the 24th day of October 2024, by the following vote:

AYES:

NOES:

ATTEST: APPROVED AS TO FORM:

___________________________________ _________________________________

ANGELICA AVILA TODD LEISHMAN FOR

CITY CLERK BEST BEST & KRIEGER LLP

CITY ATTORNEY

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26529.00000\40830845.2

CONFLICT OF INTEREST CODE
OF THE

CITY OF INDIAN WELLS
ATTACHMENT #2

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Council Agenda- October 24, 2024

26529.00000\40830845.2

CONFLICT OF INTEREST CODE
OF THE

CITY OF INDIAN WELLS

(Amended November 28, 2022October 24, 2024)

The Political Reform Act (Gov. Code Section 81000, et seq.) requires state and local government agencies to adopt and promulgate conflict of interest codes. The Fair Political Practices Commission has adopted a regulation (2 Cal. Code of Regs. § 18730) that contains the terms of a standard conflict of interest code which can be incorporated by reference in an agency’s code. After public notice and hearing Section 18730 may be amended by the Fair Political Practices Commission to conform to amendments in the Political Reform Act. Therefore, the terms of 2 California Code of Regulations section 18730 and any amendments to it duly adopted by the Fair Political Practices Commission are hereby incorporated by reference. This incorporation page, Regulation 18730 and the attached Appendix designating positions and establishing disclosure categories, shall constitute the conflict-of-interest code of the City of Indian Wells (the "City").

All officials and designated positions required to submit a statement of economic interests shall file their statements with the City Clerk as the City’s Filing Officer. The City Clerk shall make and retain a copy of all statements filed by the Mayor, Members of the City Council and Planning Commission, the City Manager, the City Attorney and the City Treasurer, and forward the originals of such statements to the Fair Political Practices Commission. The City Clerk shall retain the original statements filed by all other officials and designated positions and will make all retained statements available for public inspection and reproduction during regular business hours. (Gov.

Code § 81008.)
All officials and designated positions required to submit a statement of economic interests shall receive ethics training as required pursuant to Government Code section 53235 (AB 1234). The City’s Filing Officer shall annually provide all filers with information on training available to meet the requirements of Section 53235, and maintain required records indicating the dates that filers satisfied the training requirements and the entity that provided the training. These records shall be retained for fiv e years after the date of training and are public records subject to disclosure under the California Public Records Act. (Gov. Code § 53235.2.)

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Council Agenda- October 24, 2024

26529.00000\40830845.2

APPENDIX

CONFLICT OF INTEREST CODE

OF THE

CITY OF INDIAN WELLS

(Amended November 28, 2022October 24, 2024)

PART “A”

The Mayor, Members of the City Council and Planning Commission, the City Manager, the City Attorney, the City Treasurer, and All Other City Officials who manage public investments, as defined by 2 Cal. Code of Regs. §18700.3, are NOT subject to the City’s Code but must file disclosure statements under Government Code Section 87200 et seq. [Regs. § 18730(b)(3)]

OFFICIALS WHO MANAGE PUBLIC INVESTMENTS
It has been determined that the positions listed below are Other City Officials who manage public investments1. These positions are listed here for informational purposes only.

Finance Director
Investment Consultant

1 Individuals holding one of the above-listed positions may contact the Fair Political Practices Commission for assistance or written advice regarding their filing obligations if they believe that their position has been categorized incorrectly. The Fair Political Practices Commission ma kes the final determination whether a position is covered by § 87200.

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26529.00000\40830845.2

DESIGNATED POSITIONS

GOVERNED BY THE CONFLICT OF INTEREST CODE

DESIGNATED POSITIONS’ DISCLOSURE CATEGORIES

TITLE OR FUNCTION ASSIGNED

Accountant 5
Assistant/Associate Planner 2, 3, 5, 6
Assistant City Manager 2,3,4
Assistant Finance Director 4, 6
Assistant Public Works DirectorEngineer 2, 3, 5, 7
Building Inspector/Code Enforcement Officer 2, 3, 6
Building Official/Code Enforcement Manager 2, 3, 5, 6
City Attorney (not filing under GC § 87200) 1, 2
City Clerk 5
City Engineer/Public Works Director 1, 2
Community Development Director 1, 2
Deputy City Manager 2, 3, 4
Housing Manager 2, 5
Information Technology Manager & Risk Manager 5
Management Analyst (ALL) 5, 7
Permit Technician (ALL) 6
Permit Technician II 6
PW Maintenance Worker/Inspector 5
PW Manager 5, 7
Public Works Field SupervisorSuperintendent 2, 3, 5

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26529.00000\40830845.2

Senior Management Analyst 5, 7
Senior Planner 2, 3, 5, 6

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Council Agenda- October 24, 2024

26529.00000\40830845.2

DESIGNATED POSITIONS’ DISCLOSURE CATEGORIES

TITLE OR FUNCTION ASSIGNED

MEMBERS OF BOARDS,

COMMITTEES & COMMISSIONS

FAMD Advisory Commission 2, 5
Finance Authority 1, 2
Grants-in-Aid Committee 7
Housing Authority 1, 2
Oversight Board of Successor Agency 1, 2
Successor Agency 1, 2

Consultants and New Positions2

2 Individuals serving as a consultant as defined in Reg. 18700.3 or in a new position created since this Code was last approved that makes or participates in making decisions must file under the broadest disclosure set forth in this Code subject to the following limitation:

The City Manager may determine that, due to the range of duties or contractual obligations, it is more appropriate to assign a limited disclosure requirement. A clear explanation of the duties and a statement of the extent of the disclosure requirements must be in a written document. (Gov. Code § 82019; Regs. 18219 and 18734.). The City Manger’s determination is a public record and shall be retained for public inspection in the same manner and location as this Conflict of Interest Code. (Gov. Code § 81008.)

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Council Agenda- October 24, 2024

26529.00000\40830845.2

EXHIBIT “B"

DISCLOSURE CATEGORIES
The disclosure categories listed below identify the types of economic interests that the designated position must disclose for each disclosure category to which the designated is assigned.3 Such economic interests are reportable if they are either located in or doing business in the jurisdiction, are planning to do business in the jurisdiction, or have done business during the previous two years in the jurisdiction of the City.

Category 1: All investments and business positions in business entities, and sources of income, including gifts, loans and travel payments, that do business or own real property within the jurisdiction of the City .

Category 2: All interests in real property which is located in whole or in part within, or not more than two (2) miles outside, the boundaries of the City, including any leasehold, beneficial or ownership interest or option to acquire property.

Category 3: All investments and business positions in business entities, and sources of income , including gifts, loans and travel payments, that are engaged in land development, construction or the acquisition or sale of real property within the jurisdiction of the City.

Category 4: All investments and business positions in business entities, and sources of income , including gifts, loans and travel payments, that provide services, products, materials, machinery, vehicles or equipment of a type purchased or leased by the City.

Category 5: All investments and business positions in business entities, and sources of income , including gifts, loans and travel payments, that provide services, products, materials, machinery, vehicles or equipment of a type purchased or leased by the designated position’s department, unit or division.

Category 6: All investments and business positions in business entities, and sources of income , including gifts, loans and travel payments, subject to the regulatory, permit, or licensing authority of the designated position’s department, unit or division.

Category 7: All investments and business positions in business entities, and sources of income, including gifts, loans and travel payments, or income from a nonprofit organization, if the source is of the type to receive grants or other monies from or through the City or its subdivisions.

3 This Conflict-of-Interest Code does not require the reporting of gifts from outside this agency’s jurisdiction if the source does not have some connection with or bearing upon the functions or duties of the position. (Reg. 18730.1)

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Council Agenda- October 24, 2024

INDIAN WELLS CITY COUNCIL
October 24, 2024

To: City Council
From: City Manager Department
Prepared by: Angelica Avila, City Clerk
Subject: Sponsorship Request Benefiting the Joslyn Senior Center

RECOMMENDED ACTIONS:

Council APPROVES sponsorship request in the amount of $1,000 for the Joslyn Center Season Kickoff event held on November 1, 2024, at the William Cody Petrie House in Indian Wells; and

AUTHORIZES the attendance of Council Members at the event; and

FINDS the action exempt from CEQA review under CEQA Guidelines section 15061(b)(3).

DISCUSSION:

The City received a sponsorship request for the Joslyn Senior Center Season Kickoff event on November 1, 2024, at the William Cody Petrie House in Indian Wells. The Joslyn Senior Center is part of the three Cove Communities that serve Indian Wells residents. The Joslyn Center programs include social services and wellness programs such as Meals on Wheels, Brain Boot Camp, and mental health counseling that do not require membership.

As part of the City’s efforts to support charitable events held in Indian Wells, the Council established a line item in the budget in the amount of $6,000 to support such events.

The sponsorship request for this event is $1,000 for the Joslyn Senior Center Programs.

OPTIONS:

1. Staff recommendation for sponsorship in the amount of $1,000.

2. Council provides alternative direction.

FISCAL IMPACT:

Funds are available in the FY 2024-25 Budget for this event and a supplemental appropriation is not necessary.

Page 31 of 263 ends

Council Agenda- October 24, 2024

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

ATTACHMENTS:

1. Event Information

Page 32 of 263 ends

Council Agenda- October 24, 2024

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NNoovveemmbbeerr11,,22002244
J o s l y n B o a r d o f D i r e c t o r s
Barbara Mitchell, LCSW, President
Hugo Aguas, Vice President (Rancho Mirage Appointee)
Mary Gilstrap, Secretary
Barry Kaufman, Treasurer
Charles Alfaro
Brian Bilhartz
Linda Blank (Indian Wells Appointee)
Dr. Diane P. Haaga
Michael Plante (Palm Desert Appointee)
Barbara Rogers
Ann Simley
Jan Harnik
Palm Desert City Council

Kathleen Kelly
Palm Desert City Council

Michael O’Keefe
Rancho Mirage City Council
THE JOSLYN CENTER, 73750 CATALINA WAY, PALM DESERT, CA 92260 JOSLYNCENTER.ORG │ 760Ͳ340Ͳ3220 │ TAX ID #: 95Ͳ3622332 SS ee aa ss oo nn KK ii cc kk oo ff ff
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Joslyn Board of Directors Barbara Mitchell, LCSW, PresidentHugo Aguas, Vice President (Rancho Mirage Appointee)Mary Gilstrap, SecretaryBarry Kaufman, TreasurerCharles AlfaroBrian BilhartzLinda Blank (Indian Wells Appointee)Dr. Diane P. HaagaMichael Plante (Palm Desert Appointee)Barbara RogersAnn SimleyJan HarnikPalm Desert City CouncilKathleen KellyPalm Desert City CouncilMichael O’KeefeRancho Mirage City CouncilTHE JOSLYN CENTER, 73750 CATALINA WAY, PALM DESERT, CA 92260JOSLYNCENTER.ORG│ 760Ͳ340Ͳ3220 │ TAX ID #: 95Ͳ3622332 WILLIAM F. CODY(1916Ͳ1978) was an influential desert modernarchitectworking inPalm Springsduring the peak of theMidͲCentury Modern (MCM)movement. Like many local architects at the time, Cody designed almost anything in Greater Palm Springs that came his way, including country clubs, residences, hotels, a library, and church projects in Palm Springs, Indian Wells, Rancho Mirage, Palm Desert, and in Southern California, Arizona, Mexico, and Cuba. His residential projects illustrated simplicity of form, natural light, and large windows displaying a smooth connection between interior and exterior.

William F. Cody’s PETRIE HOUSE was built in 1965 and originally intended for Filmore Crank and his wife, actress Beverly Garland. They left town for Beverly’s role on The Bing Crosby Show, and Paula Vickers Petrie and Jack Petrie purchased and completed the house. Paula was an heir to the Vickers Petroleum Company and they frequently entertained the likes of Arnold Palmer, Frank Sinatra, Glen Campbell, Johnny Bench, Barry Goldwater, Jack Lemmon, and many golf pros. Its original design was a Spanish ranch house until later owners removed the Latin influence to reveal its 1960s midͲcentury bones, demonstrating the versatility of Cody’s designs. Current owners, Sheldon and Stephanie Anderson (right), are MCM enthusiasts and they fully embraced that point of view to make the place their own. The home updates were even included in Master of the Midcentury: The Architecture of William F. Cody by Catherine Cody, Jo Lauria, and Don Choi, published in 2021. SS ee aa ss oo nn KK ii cckk oo ff ff CC oo cckk ttaa ii ll RR ee ccee ppttii oonn Please join us and meet new Executive Director, Dr. Jay Seller, as we start the 2024Ͳ25 season in MidͲCentury Modern style! FRIDAY, NOVEMBER 1, 2024, 6:00-8:00 PM
WILLIAM F. CODY’S PETRIE HOUSE

INDIAN WELLS
(address provided upon ticket purchase)
MidͲCentury Modern Suggested Attire
Cocktails & Appetizers
Complimentary Valet Parking
$125 PER PERSON($65 FMV)
Benefiting Joslyn Center Programs & Services

RSVP & SPONSORSHIP OPPORTUNITIES
By 10/25/24 to [email protected]
760Ͳ895Ͳ4654 or at
JoslynCenter.org/FundraisingͲEvents
SPECIAL THANKS
Presenting Sponsor Ͳ Desert Oasis Healthcare
Cody Sponsor Ͳ Sheldon & Stephanie Anderson
Cody Sponsor Ͳ City of Rancho Mirage
Wexler Sponsor Ͳ Barbara Mitchell
WILLIAM F. CODY(1916Ͳ1978) was an influential desert modernarchitectworking inPalm Springsduring the peak of theMidͲCentury Modern (MCM)movement. Like many local architects at the time, Cody designed almost anything in Greater Palm Springs that came his way, including country clubs, residences, hotels, a library, and church projects in Palm Springs, Indian Wells, Rancho Mirage, Palm Desert, and in Southern California, Arizona, Mexico, and Cuba. His residential projects illustrated simplicity of form, natural light, and large windows displaying a smooth connection between interior and exterior.

William F. Cody’s PETRIE HOUSE was built in 1965 and originally intended for Filmore Crank and his wife, actress Beverly Garland. They left town for Beverly’s role on The Bing Crosby Show,and Paula Vickers Petrie and Jack Petrie purchased and completed the house. Paula was an heir to the Vickers Petroleum Company and they frequently entertained the likes of Arnold Palmer, Frank Sinatra, Glen Campbell, Johnny Bench, Barry Goldwater, Jack Lemmon, and many golf pros. Its original design was a Spanish ranch house until later owners removed the Latin influence to reveal its 1960s mid Ͳcentury bones, demonstrating the versatility of Cody’s designs. Current owners, Sheldon and Stephanie Anderson (right), are MCM enthusiasts and they fully embraced that point of view to make the place their own. The home updates were even included in Master of the Midcentury: The Architecture of William F. Cody by Catherine Cody, Jo Lauria, and Don Choi, published in 2021. SS ee aa ss oo nn KK ii cc kk oo ff ff CC oo cc kk tt aa ii ll RR ee cc ee pp tt ii oo nn Please join us and meet new Executive Director, Dr. Jay Seller, as we start the 2024Ͳ25 season in MidͲCentury Modern style! FRIDAY, NOVEMBER 1, 2024, 6:00-8:00 PM
WILLIAM F. CODY’S PETRIE HOUSE

INDIAN WELLS
(address provided upon ticket purchase)
MidͲCentury Modern Suggested Attire
Cocktails & Appetizers
Complimentary Valet Parking
$125 PER PERSON ($65 FMV)
Benefiting Joslyn Center Programs & Services

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Council Agenda- October 24, 2024

INDIAN WELLS CITY COUNCIL
October 24, 2024

To: City Council
From: City Manager Department
Prepared by: Angelica Avila, City Clerk
Subject: Council Member Attendance at 2025 Events

RECOMMENDED ACTIONS:

Council PRE-APPROVES the attendance of Councilmembers to attend the Passion of Excellence on January 28, 2025, and Wild at Heart Gala on February 22, 2025 as identified in the staff report; and

FINDS the action exempt from CEQA review under CEQA Guidelines section 15061(b)(3).

DISCUSSION:

The City Council adopted a ticket policy for pre -approval of Council Member attendance at events which serve a valid governmental or public purpose (Resolution No. 2022 -36).

Eisenhower Health Foundation and The Living Desert announced their upcoming events for 2025. In anticipation of the Council’s participation, staff requests pre-approval to proceed with necessary arrangements.

City Council Policy Manual Section 2.11.010 states the consent calendar staff report will include a description of the event including date and location, the Council Member/s attending, the total cost for each Council Member, and the City’s governmental or public purpose for attending the event. Once the Council has confirmed its attendance for the 2025 listed events, a report will be issued to the Council in a future agenda.

PRE-APPROVAL OF EVENTS:

Description (Date and Location) Council
Member
Total
Cost
Public
Purpose
Passion for Excellence; Eisenhower
Health Foundation: Acrisure Arena,
Palm Desert Saturday, January 28,
2025 – 5:30 p.m.

TBD

$1,000pp

Section F (13)

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Council Agenda- October 24, 2024

Wild at Heart Gala; The Living Desert,
Saturday, February 22, 2025- 5:30
p.m.

TBD

$1,000pp

Section F (13)

Resolution No. 2022-36 Section F (13) – Promote community resources and private facilities, including charitable and non-profit organizations facilities, available for use by city residents.

FISCAL IMPACT:

The Fiscal Year 2024-25 budget sets aside up to $2,500 for each Council Member to attend governmental or public purpose events. The Finance Department will track the expenditures and provide monthly reports to the Senior Executive Assistant. The events listed above are budgeted and do not create a new financial impact.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

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Council Agenda- October 24, 2024

INDIAN WELLS CITY COUNCIL
October 24, 2024

To: City Council
From: Public Works Department
Prepared by: Ken Seumalo, P.E., Public Works Director
Subject: Safer Streets Public Engagement Process to be Facilitated through Planning Commission Special Meetings

RECOMMENDED ACTIONS:

Council APPROVES the City’s Public Engagement process for the Safer Streets Project to be facilitated through special meetings of the Planning Commission; and

FINDS the project to be categorically exempt from the provisions of the California Environmental Quality Act (CEQA) as not a project pursuant to Section 15378.

DISCUSSION:

The Safer Streets Program is identified on the City’s Capital Improvement Program (CIP) to improve pedestrian and bicycle safety, seek opportunities to reduce speeding in the community, and address unsafe vehicular activities in the residential areas of Fairway Drive, Eldorado Drive, Rancho Palmeras, and Cook Street. The project is a result of residents expressing concerns about traffic issues in this area of the City. These concerns were reiterated during the community engagement process for the City-Wide Traffic Safety Study.

The first step in the Safer Streets Community Outreach is to share the feedback from residents received at previous community meetings and solicit additional information from residents about any other concerns. Staff will use this information to develop concepts to improve safety for pedestrians, bicyclists, and vehicle traffic based on the suggestions and concerns received from residents. These concepts will be developed into exhibits for the community to critique and provide feedback on the type of project, if any, that residents would like completed as part of the Safer Streets Program.

The Planning Commission was very successful in facilitating community engagement on the landscape ordinance changes. It is recommended that the Planning Commission be asked to facilitate the public engagement meetings, as authorized under Section 2.12.020 of the City’s Municipal Code.

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Council Agenda- October 24, 2024

Unlike a formal Planning Commission meeting, these Study Sessions will be focused on facilitating topical discussions. There is no action for the Planning Commission to take during the Special Meetings.

1st meeting: October 29, 2024, at 3:00 PM
2nd meeting: Late November pending outcome of 1st meeting 3rd meeting: Late December pending outcome of 2nd meeting

FISCAL IMPACT:

The Safer Streets project is funded in FY 2024-25 with SB821 Grant and General Capital Fund monies. There is no additional funding required for this phase of the project.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

“This project has been assessed in accordance with the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the environmental regulations of the City. The City acting as Lead Agency, has determined the Planning Commission facilitating a Public Engagement process for the Safer Streets project qualifies as being Categorically Exempt from CEQA pursuant to Section 15378.

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Council Agenda- October 24, 2024

INDIAN WELLS CITY COUNCIL
October 24, 2024
To: City Council
From: City Manager Department
Prepared by: Micaela Wilkey, Senior Management Analyst
Subject: Tourism and Marketing Program for FY 2024-2025 RECOMMENDED ACTIONS:

Council RECIEVES and FILES the Tourism and Marketing Plan Presentation for FY 2024- 2025; and
FINDS the action exempt from California Environmental Quality Act (CEQA) review under Guidelines section 15061(b)(3).

BACKGROUND:

Tourism is the primary driver of the City's revenues, representing 70% of the City’s General Fund revenues including transient occupancy tax, admissions tax, and sales tax categories. City services, especially public safety, benefit from the tourism industry to preserve the quality of life that residents’ and business owners enjoy in Indian Wells.

The City of Indian Wells Tourism and Marketing Program strategically supports the resort partners, golf resort, tennis garden, and local businesses to influence the growth of transient oriented tax and sales tax revenues by providing a strong brand platform, creating tourism demand for our community, building brand awareness and strategically leveraging Indian Wells as a premier tourist destination. The City works closely with the resort partners to develop and execute brand and marketing strategies to influence both group and leisure markets, collaborate with the Visit Greater Palm Springs, the Indian Wells Golf Resort, and the Indian Wells Tennis Garden. The Tourism and marketing program is managed by the City Manager’s Department with guidance from the Marketing Committee which consists of General Managers and Directors of Sales of from Indian Wells resorts, city staff, and two ex-official City Council members.

At the July 9, 2024, Marketing Committee meeting, the committee received an annual presentation from VGPS for the positioning of Indian Wells as a tourism destination for the coming year. Annually, VGPS, staff, and the hotel partners strategize on branding and marketing initiatives for the fiscal year to make sure we align with our partners advertising. The destination marketing updates included:

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 Sustainable travel
 Sponsorship opportunity update for Live with Kelly & Mark  Leisure strategy
 Tourism newsletter
 Summer cooperative advertising
 Social media
 Group meetings and incentive
 Creative refresh
 Marketing opportunities
 Gourmet Paradise

The Tourism program’s ongoing priorities remain, in collaboration with Visit Greater Palm Springs, to strategically support the resort partners to influence growth in Transient Occupancy Tax (TOT).

The programs developed create demand for the product of Indian Wells by building brand awareness and strategically leveraging Indian Wells to develop and execute marketing strategies to influence both group and leisure markets.

Ongoing
 Evaluate where tourism funds are invested in promoting Indian Wells as a tourism destination and incorporating opportunities to highlight the Indian Wells Golf Resort and Kestrel.
o Funds are being targeted to maximize tourism initiatives that bring visitors to Indian Wells resorts.
o Marketing efforts also done to promote various events and experiences in Indian Wells.
 Continue to incorporate sustainability efforts into marketing materials, which has proven to be essential for conference planners when deciding where to host their meetings.

The presentation today from VGPS will outline more of the marketing plan for the initiatives and tactics that will be implemented throughout the fiscal year to successfully impact Transient Occupancy Tax (TOT). Council Member Reed has asked that the presentation be given in a council meeting.

Attached is the Tourism and Marking Program plan for Fiscal Year 2024 -2025. That was presented and supported by the various stakeholders of the Marketing Committee.

FISCAL IMPACT:

This staff report is informational only; there is no additional fiscal impact.

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CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

This action has been reviewed per the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the City's environmental regulations. The City, acting as the Lead Agency, determined that this resolution is not subject to CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the State CEQA Guidelines, because it will not result in a direct or reasonably foreseeable indirect physical change to the environment as there is no possibility that the action would result in a significant environmental impact, and because it does not constitute a “project” as defined in Section 15378 of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.

ATTACHMENTS:

1. Tourism and Marketing Program

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Marketing Update
Council Presentation: October 24, 2024
Presentation I.I

24/25 MARKETING PROGRAM STRATEGY
Position Indian Wells as a premier vacation and meetings destination by showcasing its natural beauty, luxurious resorts, world-class spa experiences, and diverse range of activities, including family-friendly moments, world-class golf, tennis, and exciting new culinary offerings. Our goal is to enhance brand awareness, drive visitation, and engage audiences through compelling storytelling that highlights the core pillars of the brand.

Marketing Objectives:

Leverage Visit Greater Palm Springs (VGPS) resources to support these efforts by utilizing research and data analysis to identify key markets, execute targeted media plans, manage the tourism website, and develop creative content and assets. Additionally, maximize the potential of public relations to elevate awareness of Indian Wells as a top group and leisure destination.

Strategically support our partners, including hotels, the Indian Wells Golf Resort (Kestrel), and the Indian Wells Tennis Garden, by aligning marketing initiatives that promote their unique offerings.

Foster collaboration with partners and the Marketing Committee to position Indian Wells as a premier leisure and meetings destination, ensuring a unified and effective marketing approach.

CULTIVATING WHAT’S NEXT • City of Indian Wells

INDIAN WELLS/GREATER PALM SPRINGS
Key Performance Metrics 2024 vs. 2023 & 2019 (YTD through September) CULTIVATING WHAT’S NEXT • City of Indian Wells
INDIAN WELLS 2024 2023 2019
Occupancy 53.9% 58.9% 56.5%
ADR $290.11 $289.37 $212.37
RevPAR $156.41 $170.33 $120.08
GREATER PALM SPRINGS 2024 2023 2019
Occupancy 59.7%62.5%62.9%
ADR $220.60 $223.40 $177.14
RevPAR $131.63 $139.69 $111.45

Leisure Marketing

Indian Wells Media Plan – Leisure Budget
July Aug Sept Oct Nov Dec Jan Feb March April May June Budget Content
Nativo $1,500 $1,500 $1,500 $1,500 $1,500 $1,000 $1,750 $1,750 $1,750 $1,750 $1,750 $1,750 $19,000 Digital
Adtheorent $8,333 $8,333 $8,334 $25,000
Scoota $1,750 $1,750 $1,750 $1,250 $1,250 $1,750 $1,750 $2,000 $2,250 $2,250 $2,250 $20,000 Retargeting $750 $750 $750 $750 $750 $750 $750 $750 $1,000 $1,000 $1,000 $1,000 $10,000 Social
Paid Instagram/FB $1,750 $1,750 $1,750 $1,750 $1,250 $1,250 $1,750 $1,750 $1,750 $1,750 $1,750 $1,750 $20,000 Influencer $1,500 $1,500 $3,000
Management - Leisure $2,000 $2,000 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $2,000 $2,000 $20,000 TV
VGPS Co-op $12,500 $12,500
Leisure Total $18,500 $7,750 $7,250 $8,750 $6,250 $5,750 $7,500 $7,500 $8,000 $16,583 $18,583 $17,084 $129,500

Leisure Digital Marketing
Programmatic Strategy Overview
•Targeting across contextual, behavioral, geographic, private marketplace deals, and retargeting.

Ad Formats:
•Banners, video, connected TV, high impact, and streaming audio.

Key Campaign Elements:
•Digital Video and Banners:
•Focus on contextual/domain and retargeting.

New Tactic:
•High-impact audio/podcast ads to increase awareness for Indian Wells. •Access to SXM Media's Podcast Marketplace (Apple, Spotify, Stitcher) via Basis DSP.

Native Advertising (Nativo): Digital advertising platform that specialize in native advertising, which seamlessly integrates ads into the content of web pages. It helps brands deliver engaging and non-disruptive ads that match the look and feel of the surrounding editorial content, improving user experience and increasing engagement rates. •Users spent an average of 42 seconds engaging with Indian Wells content.

AdTheorent:
•Advanced machine learning and data science for efficient, privacy-forward programmatic advertising. •Promotes in-banner engagement without user retargeting or ID dependency.

Target Markets: Los Angeles, Orange County, San Diego, San Francisco, Sacremento, San Jose, Phoenix, Las Vegas, Seattle, Portland, Eugene, Dallas, New York, Denver, Chicago, Minneapolis

VGPS Summer Co-Op
24/25 Budget: $12,500
Summer TV Co-Op Program Overview
Indian Wells Participation:
•First-time involvement in many years VGPS Summer TV Co-Op program to promote summer visitation. •Allowed acquisition of valuable video assets for enhancing media plans year-round.

Commercial Details:
•Aired from June through September 15.
•Broadcasted on KTLA (Los Angeles), cable, and connected TV platforms. •Targeted key markets: Los Angeles, San Diego, San Francisco, Portland, and Seattle.

Campaign Results:
•Generated 521 million impressions and 8,433 spots.

Custom-Crafted Video Commercial:
•Designed to showcase the unique experiences in Indian Wells. •Enhanced visibility across major markets.
•Provided substantial exposure at a reduced cost, making it a strategic investment.

Key Indian Wells Partners:
•Grand Hyatt, Renaissance Esmeralda, and The Tommy Bahama Miramonte Resort & Spa. •Collaboration strengthens Indian Wells' market presence.

SUMMER TV CO -OP INDIAN WELLS

Group Meetings Marketing

Indian Wells Media Plan – Meetings Budget
Jul Aug Sept Oct Nov Dec Jan Feb March April May June Budget Group Publishers
Northstar $3,750 $3,750 $3,750 $3,750 $15,000
Smart Meetings $5,000 $5,000 $10,000
Meetings Today $3,750 $3,750 $3,750 $3,750 $15,000
CVENT $40,000 $40,000
Content
Nativo $1,250 $1,250 $1,250 $1,250 $5,000
Digital
Programmatic $2,000 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,750 $1,750 $1,750 $1,750 $18,000 Social
Management - Group $1,125 $1,125 $1,125 $1,125 $1,125 $1,125 $1,125 $1,125 $1,125 $1,125 $1,125 $1,125 $13,500 LinkedIn $400 $400 $400 $400 $200 $200 $500 $500 $600 $400 $400 $400 $4,800 Group Meetings $41,525 $8,525 $6,775 $8,025 $6,575 $2,825 $8,125 $9,375 $7,225 $7,025 $8,275 $7,025 $121,300

GROUP MEETINGS MARKETING
Key Strategy/Tactics:

Content-based Approaches: Custom emails, partner spotlights, and featured listings stood out as top performers, achieving high open and click-through rates. These strategies enhanced engagement by offering relevant and valuable content to the audience, thereby driving interaction and interest.

Email /Content-based Approaches: Dedicated custom emails and partner spotlights efffectively capture audience interest. Continuing to focus on these tactics will maintain high engagement levels.

Banner & Video Ads: Target meeting planners through specific domains and retargeting utilizing high impact digital video and display ads. This is essential for brand visibility and awareness.

Social Media: Utilizing social media to reach and engage the meeting planner audience through Indian Wells LinkedIn channel and media partner social media posts.

Lead Genration: Through CVENT, largest meeting planner platform to source meetings. Utilizing targeted digital and video ads reach planners during meeting destination searches. We’ve added new assets and landing page with new imagery/video.

Rebate Program: Leverage the IW rebate program to attract new business to IW properties, particularly during off-peak timeframes. Rebate typically ranging from $2.00 - $5.00 per room night, offers significant value to meeting planners. When combined with VGPS incentive this program provides a strong competitive advantage.

Media Partners: CVENT, Northstar, SMART Meeitngs, Meetings Today

Meetings Examples

Group Sales Sites & Bookings
Group Sales
Indian Wells specific leads remain strong with 763 total leads received through YTD September. Bookings are also impressive with 58 YTD.

These bookings represent 49,700 room nights.

The below summary shows group leads, bookings, contracted room nights, estimated economic impact, jobs supported and bed tax for bookings through September 2024 and comparison to full calendar year 2023. As you can see, there are less room nights but higher economic impact due to the shift in strategy for hotels to be more selective with group business.

Site Inspections
For Indian Wells, site inspections are a key tool to
showcase the destination’s premium venues, resorts,
and amenities to potential event planners, meeting
organizers, and visitors. Whether you're attracting
leisure tourists or major event planners, here’s how
site inspections are impacting Indian Wells:

VGPS - INDIAN WELLS YTD SEPTEMBER 2023
Total Sites 60 56
Bookings 47 48
Room Nights Booked 37,292 28,535
VGPS - INDIAN WELLS YTD SEPTEMBER 2023
Total Leads 763 1,082
Bookings 58 101
Room Nights Booked 49,760 68,579
Economic Impact $39.1M $35.5M
Jobs Supported 14,724 12,725
Bed Tax $1.4M 1.4M

Social Media

SOCIAL MEDIA
Social Media Strategy Overview
Objective:
•Drive awareness and engagement, positioning Indian Wells as a year-round premier travel destination through paid and organic campaigns.

Platforms:
•Facebook, Instagram, and LinkedIn.

Leisure Campaign Focus:
•Promote hotels, events, golf and tennis, spas, and dining •Showcase new product and recent renovations at hotels (Grand Hyatt/TB Miramonte). •Highlight the emerging restaurant scene in Indian Wells, with a focus on new culinary experiences for food enthusiasts.

Meetings Campaign Focus:
•Highlight hotel and resort venue spaces, corporate events, and incentives. •Focus on need periods for hotels.
•Promote IW Collection.

Other Campaigns:
•Promote signature events such as the BNP Paribas Open, Epson and Ironman

Social Media Influencers 2024
Alex Kachigian – influencer – 419k:

The Indian Wells reel is at 50.3K views,
150 shares, 337 saves.

Creative Refresh 2024/2025

Moments Unmatched Campaign
•Evolution from “Beauty Unmatched” to “Moments Unmatched” •Highlighting the “Moment” when you (e.g., Your first deep breath in a yoga class, walking out to your 1st tee on the golf course, savoring your last bite at Kestrel, a Richard Blais Kitchen experience etc. •These “Moments” will highlight the abundance of unique, crafted experiences here in Indian Wells.

Theofnoment
you fin golf's sweetest spot.

Inchon Wells Golf Resort
INDIATW€LLS
CAIJfO* NIA
If moments ore found in the scorecard and not the agenda, so is your next meeting in this sunny oasis.

Plan with us at visitindianwells.com Moments. Unmatched.

THANK YOU

Tourism and Marketing Program
October 2024
ATTACHMENT #1

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1 TABLE OF CONTENTS

EXECUIVE SUMMARY

INDIAN WELLS TOURISM & MARKETING PROGRAM

VISIT GREATER PALM SPRINGS

INDIAN WELLS DIRECTOR OF TOURISM

INDIAN WELLS TOURISM & MARKETING STRATEGIES

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2 Executive Summary
In March 2019, the City of Indian Wells entered into an agreement with Visit Greater Palm Springs (Visit GPS) as the City of Indian Wells tourism and marketing partner. Visit GPS provides a variety of services related to the strategic marketing needs of the City of Indian Wells, from research, brand building, media planning and buying, development of creative content and communications, that promote Indian Wells as the premier tourist destination of the Coachella Valley.

Over the years, the City of Indian Wells and Visit GPS have significantly improved the City’s ability to leverage funding, engage stakeholders, market the city in print, websites, and social media. Today, the partnership has never been stronger. New Indian Wells tourism website was developed. Branding materials for all marketing collateral have been developed and well received by the tourism industry. The city, Visit GPS, and resort partners continue to collaborate on site inspection experiences. With the growing partnership we have enhanced our video, paid TV ads and strategic targeted marketing campaigns that have highlighted the abundance of experiences and attractions in the city of Indian Wells. Key markets of impact to the city but not limited to are Los Angeles, San Diego, San Francisco, Arizona, Seattle, Portland and Texas region.

Indian Wells Tourism and Marketing Program
The Tourism and Marketing Program
strategically supports the hotel partners, golf
resort, tennis garden, and local businesses to
influence the growth of transient oriented tax
and sales tax revenues by providing a strong
brand platform, creating tourism demand for
our community, building brand awareness
and strategically leveraging Indian Wells as a
premier tourist destination. The city works
closely with the resort partners to develop and
execute brand and marketing strategies to
influence both group and leisure markets,
collaborate with the Visit GPS, the Indian Wells Golf Resort, and the Indian Wells Tennis Garden. The Tourism and marketing program is managed by the City Manager’s Department with guidance from the Marketing Committee which consists of General Managers and Directors of Sales of from Indian Wells resorts, city staff, and two ex-official City Council members.

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3 industry to preserve the quality of life that residents’ and business owners enjoy in Indian Wells.

This is accomplished by Visit GPS that markets us as part of the overall destination and the Indian Wells Director of Tourism strategically aligns our cities marketing goals with the stakeholders of each hotel and leverages the resources at Visit GPS.

This role is critical to the grow of a new audience the city wants to attract to grow our city’s revenues.

This role helps manage the fiscal budget while creating campaigns that highlight our brand pillar that will resonate with our meeting planners and leisure guests to drive tourism.

In addition, the Tourism Director will recommend which groups the city should incentivize that will impact the golf resort and tourism for the city. With the growth of the city and the economic development being a major part of future cities taxation opportunities, it’s important to grow the local economy with the positioning of tourism to help fund the city’s financial goals.

Total Group & Leisure Marketing Budget

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4 Visit Greater Palm Springs
Visit Greater Palm Springs is the official tourism marketing agency for the Coachella Valley, which comprises the nine cities of Palm Springs, Desert Hot Springs, Cathedral City, Rancho Mirage, Palm Desert, Indian Wells, La Quinta, Indio, and Coachella, as well as unincorporated areas of Riverside County. Founded in May 1989 by a Joint Powers Authority, Visit GPS was created as a public-private partnership to help grow the region’s tourism economy and now serves more than 3,000 business partners, providing sales, marketing, and PR targeted to potential leisure travelers and event, meeting, and convention group markets.

Visit Greater Palm Springs Economic Impact Report
Visit Greater Palm Springs (VGPS) is pleased to announce the results of its 2023 Economic Impact of Tourism Study, revealing the impact of tourism to the regional economy. The study highlights a total economic impact of $9.0 billion, cementing Greater Palm Springs' status as a premier travel destination. The report highlights how the direct visitor spending of $7.4 billion generated a total economic impact of $9.0 billion, sustaining nearly 51,000 jobs and contributing $851 million in tax revenues. This growth translates to significant savings for local households, reducing the tax burden by approximately $5,000 per household.

Key Findings:
• Total Economic Impact: $9.0 billion
• Visitor Spending: $7.4 billion (a 4.5% increase over 2022) • Visitor Numbers: 14.4 million visitors (about 300,000 increase over 2022) • 50,936 jobs supported
• Tax Revenue: $851 million in state and local taxes

Priority Areas of Focus

Visit GPS has evolved over the years beyond sales and marketing to include workforce and economic development, as the future success of the tourism industry in the Coachella Valley depends on many factors: the availability of a trained workforce, affordable housing for the workforce, new and enhanced visitor experiences and attractions, enhancements to sustainability, and continued improvements to transportation access.

With the direction of its Board of Directors and JPA Committee, Visit GPS has established the following priorities areas of focus for the destination:

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5 Grow the Tourism Economy
• Leisure Marketing – Domestic & International
• Attract New Meetings, Conventions & Events
• Develop Demand for Need Periods, Leisure & Group
• Develop Research / Measure Impact & Effectiveness
• Vacation Rentals
• Educate Community & Homeowners
• Develop Best Practices

Regional Collaboration
• Grow Air Service & Support New Transportation Options • Diversity, Equity and Inclusion (DEI), Sustainability, Accessibility, Cultural Heritage
• Workforce Development
• Diversify Regional Economy
• Advocacy - Capital Advocacy selected

Funding for these destination priorities comes from various sources, with the largest being the Greater Palm Springs Tourism Business Improvement District (GPSTBID).

The GPSTBID is a direct assessment on lodging:
• Vacation Rentals: 1% assessment of gross short-term rental revenue on stays of 27 days or less.
• Hotels with 50 rooms or more: 3% assessment of gross short-term room rental revenue on stays of 27 days or less.

Indian Wells Director of Tourism
In 2019, the City of Indian Wells contracted with Visit GPS to provide the Indian Wells Director of Tourism. This position is an employee of Visit GPS, located at the Visit GPS’ office is Rancho Mirage, but dedicated to promoting Indian Wells as a tourist destination. This position was created with the purpose to assure the marketing strategies of the City of Indian Wells would complement Visit GPS tourism efforts. The consensus for this new position was that it would allow the City of Indian Wells to better leverage the tourism industry connections and resources of Visit GPS and improve the quality, theme and efficiencies of marketing efforts for Indian Wells.

The Director of Tourism is the liaison between the City of Indian Wells and Visit GPS, how has access and support from other Visit GPS departments, including in-house graphic design, video production, and Visit GPS’s media buying power. Indian Wells was the first city in the Coachella Valley to create such a partnership with Visit GPS. This position

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6 The Director of Tourism, with the support of Visit GPS provides the City of Indian Wells with the following
contractually required services.

1. Strategic Planning
o Provide strategic brand insight and direction that
pertain to marketing effort to build awareness and grow brand recognition.
o Develop meeting planner research to better
understand barriers, perceptions and needs to determine brand marketing communications effectiveness,
opportunities, and needs.
o Study and analyze the markets and audiences for the business, as well as the key competitors’ strategies, programs, and spending. o Create holistic strategic plan recommendations reflective of the key metrics, research against the target audience, and creative direction. o Pro-actively identify and assess new opportunities and developments in media consumption and viewpoints that may impact Indian Wells in the short and long term.
o Evaluate and make any recommendations regarding the overarching campaign, and provide updated or new campaign that will support:
 Meetings platform
 Transient
 Consumer, intermediary and development target audiences  Extension to regional and local market (handled at
regional/local level)

2. Account Management Services

o Manage overall relationship with City of Indian Wells, Indian Wells Properties and Visit GPS.
o Act as primary contact for Indian Well’s team. Work with internal teams to provide guidance and support for all questions and requests. o Manage all billing and invoicing issues, including providing monthly billing book and accrual reports. Provide reporting on projects and initiatives based on mutually agreeable criteria and measurements. o Develop creative briefs, upon receipt of input document from IW, for each project that describe the strategy, specific goals and message of each project. Review and approve creative deliverables prior to sending to IW for final approval.
o Monitoring of annual trends and ongoing analysis of consumer attitudes and behavior.
o Plan account meetings, reviews, requirements sessions, and briefings as needed.

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7 o Develop and manage campaign media including Co-op media, planning and buying.
o Research and modeling. Analyze key competitors including strategy, media spend and creativity.
o Develop and manage project timelines and launch schedules for online marketing campaign.
o Utilize established media and brand campaign to attract groups and events to the city of IW as well as the IW Resort Collection o Establish and maintain rebate program for the City of Indian Wells resort Collection.

Market Data

This summer, Indian Wells saw a dip in key metrics compared to last year, influenced by the increase in consumer travel to other international destinations and warmer-than- usual temperatures in Greater Palm Springs. Occupancy rates for June-August were

48.1%, down from 51.9% last year, with ADR at $206.49 compared to $211.40, and RevPAR at $85.54 compared to $99.31.

Greater Palm Springs also experienced this with occupancy rates for June-August at

49.8%, down from 52.3% last year, with ADR at $151.28 compared to $157.31, and RevPAR at $75.51 compared to $82.93. Comparisons to pre-pandemic levels are strong, with ADR up by 21% and RevPAR by 16%.

Year-to-date occupancy through August for Indian Wells is 54.9% which is down from

60.4% to last year, with ADR at $297.62 compared to $296.41, and RevPar at $163.44 compared to $179.16.

For Greater Palm Springs, year-to-date occupancy through August is 60.8% which is down from 63.6% to last year, with ADR at $226.70 compared to $229.00, and RevPar at $137.92 compared to $145.55.

Above represents YTD numbers through August for Indian Wells and Greater Palm Springs

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8 Marketing Strategies:
o Leisure marketing efforts will continue to focus on drive in market travelers by highlighting activities of golf and tennis. Both are gaining in popularity as travelers continue to seek outdoor activities, and both are strengths for Indian Wells.

o Golf and weddings continue to be a target market given the strong demand. Indian Wells is well positioned to capture a large share of the market given the variety of world class golf and wedding venues it offers.

These are examples of our leisure demand that we use to promote weddings and leisure travel to the destination,

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9 o Group - As planners seek locations for future meetings, staying engaged and generating interest in Indian Wells is important. Indian Wells is well positioned for group business because of the partnership and coordination between
resort partners.

o When responding to RFP’s that will impact on our city, we highlight all the venues and attractions in our
destination. We focus primarily on Indian Wells offerings and while promoting the accessibility to our family and leisure favorite attractions. Our pillars are part of marketing campaigns that we rotate based on the seasonality of our destination.

o Social media, and brand campaigns is what we use to highlight our signature Indian Wells Golf Resort. As a premier off-site venue for our local resorts, it’s elevated night experience with Shot’s in the night and new Kestrel Kitchen will be positioned as the must-see experience for groups coming to Greater Palm Springs. We partner with Troon on Social Media post and share the content on our social media platforms and coordinate various site inspection opportunities that may impact the city and our local resorts.

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10 o Creating new collection brochure for planners to
educate them of all the experiences the golf resort
provides

o We are currently promoting our destination with the
Seattle Kraken with our new leisure campaign that
launched in October.

• JNS helps to market the venue and create blogs
and campaigns
• CVENT NorthStar, Smart Meetings and other
publications we market to show all our attractions and venues in the market.

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11 Marketing Objectives:

1. Increase awareness and visitation by promoting Indian Wells as a versatile destination for leisure and business.

2. Attend various industry events and tradeshows that will award the opportunity to present and showcase the destination to help drive exposure and partnerships.

3. Highlighting our unique pillars for a better local experience that’s central to the entire Coachella Valley. (e.g., golf, spa, dining, hiking and onsite amenities of our resorts. Promoting our new culinary experiences and the beautiful backdrops of the mountain range and lush greens that make Indian Wells an oasis of beauty.

4. Visit GPS collaborate with various influencers throughout the year to help promote the destination to a unique audience of leisure travelers from around the world.

5. Promote our destination to specific corporate entities that are looking for high end venues and warm weather destinations to help grow our ADR and increase occupancy year-round.
• Market to new planners with new business focus opportunities. • Promote campus opportunities and realign our response approach with each hotel. (united front response).
• Host industry client events that will give our city exposure with planners from outside markets and drive in markets. Tailored to high end planners that are vetted.

6. Partner and introduce industry professionals to our local resorts and business to drive future business opportunities. Represent the city and present any incentive offers. Market the venue on various platforms (e.g., LinkedIn, Facebook, and Instagram.)

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12 Other Marketing and Tourism Initiatives
o Sustainability
o Foodie Destination
o Food and Stay packages
o Food Festival
o Create other events to draw people to Indian Wells
o Living Desert
o B-Leisure Strategy
o Certified Autism Center
o Health and Wellness

Targeted Marketing Examples

The Indian Wells VGPS Summer TV Co-op has been a great way to promote summer visitation to Indian Wells. This commercial began airing in June and continued through September 15th on KTLA in Los Angeles, as well as on cable and connected TV platforms in key markets such as Los Angeles, San Diego, San Francisco, Portland, and Seattle. The co-op generated over 521 million impressions and 8,433 spots.

This custom-crafted video commercial, designed to showcase the unique experiences in Indian Wells, significantly increases our visibility across these major markets. The co-op program offers substantial exposure at a greatly reduced cost, making it a strategic investment for Indian Wells.

You can view the Indian Wells spot HERE.

Due to our participation in this program, there were also inclusions in the VGPS social media campaign and hero video highlighting all the IW partners that were included in the co-ops. This campaign generated nearly 2.3 million impressions and 14.7k engagements across social media in addition to over 3k new followers.

As you can see from below data, the targeting of Seattle, Portland and San Francisco has been a successful strategy for the City of Indian Wells marketing efforts. Greater Palm Springs has experienced the largest increase in visitors from these areas.

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13 •

Website SEO

We continue to actively promote Indian Wells summer offerings to enhance exposure and visitor engagement. We’ve driven substantial website traffic to the Indian Wells tourism landing page.

Overall website sessions for the Indian Wells landing page have seen improvements increasing by 74% YOY (+25,403 sessions), with paid social being the largest contributor to the traffic. Partner referrals have seen significant growth in August at 2,506 which is up 480% YOY.

For Indian Wells, leveraging SEO (Search Engine Optimization) strategies can significantly improve the visibility of the destination for potential tourists, event planners, and meeting organizers. Here’s the top keyword searches when people are looking at our destination:

Top queries Impressions
#1 Indian wells 63668
#2 Indian wells golf resort 14144
#3 Indian wells California 13952
#4 Indian wells ca 6590

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14 #6 Indian wells hotels 2304
#7 Indian wells palm springs 1701
#8 what to do in Indian wells 300
#9 Indian wells things to do what to do in Indian wells 205

We are committed to continually refining our campaigns and enhancing our landing page to boost traffic and engage more deeply with our audience across city pages and social media platforms.

Site Inspections

For Indian Wells, site inspections are a
key tool to showcase the destination’s
premium venues, resorts, and
amenities to potential event planners,
meeting organizers, and visitors.

Whether you're attracting leisure
tourists or major event planners, here’s
how site inspections are outlined for
Indian Wells:

1. Tailored Experiences for Clients
-Luxury Resorts: Highlight
accommodations like the Grand Hyatt Regency Indian Wells Resort & Villas or the Renaissance Esmeralda Resort & Spa, emphasizing amenities such as world- class pools, spas, and golf courses.
-Meeting Spaces & Event Venues: Showcase the capacity and flexibility of spaces like the Indian Wells Golf Resort Pavilion or the indoor/outdoor event options available at the Grand Hyatt.
- Outdoor Recreation & Scenic Spots: Lead site visits through key areas such as the Indian Wells Tennis Garden, home to the BNP Paribas Open, and surrounding hiking trails or parks.

2. Culinary Delights
- Include tastings at top dining spots, such as Kestrel Kitchen by Richard Blais, and sample signature dishes at Tia Carmen or Carmocha Tequila Bar.

3. Activities & Local Highlights
- Organize a mini-tour that includes local attractions, cultural spots, and must- see experiences in Indian Wells.
- Potential clients could also be shown nearby shopping districts or partner restaurants like The Nest and Vickie’s of Santa Fe.

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15 4. Interactive Planning Sessions
- After the tour, hold planning sessions at a central meeting hub where planners can envision their events. This could involve reviewing potential layouts, vendor offerings, and customizable packages for meetings, weddings, or other large-scale gatherings.

This type of site inspection will demonstrate why Indian Wells is an ideal destination for events, leisure travel, or corporate gatherings.

VGPS - INDIAN WELLS YTD SEPTEMBER 2023
Total Sites 60 56
Bookings 47 48
Room Nights Booked 37,292 28,535

Group Sales

Indian Wells specific leads remain strong with 763 total leads received through YTD September. Bookings are also impressive with 58 YTD. These bookings represent 49,700 room nights.

VGPS - INDIAN WELLS YTD SEPTEMBER 2023
Total Leads 763 1,082
Bookings 58 101
Room Nights Booked 49,760 68,579
Economic Impact $39.1M $35.5M
Jobs Supported 14,724 12,725
Bed Tax $1.4M 1.4M

City Incentive Program

Our city incentive is a program that provides incentives for groups considering our resorts and our golf resort credits to assist in closing more group and convention business. We offer a $5.00 rebate per actualized room night. • Total Revenue is how this incentive is calculated. $5.00 rebate for every room night.

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16 • Total revenue x 12.25% is how the TOT is calculated. Example $10,000 revenue = $1,225.00 TOT back to the city.

Social media
Social media marketing is ever evolving platform that Visit GPS champions for our city engagement. Since our initial partnership, our goals and strategies to better leverage these platforms are evolving and have helped us reach a new vast audience for our city.

YTD Results and Percent Toward Goals
• - Facebook Impressions: 20,044,523 (1002%)
• - Facebook Engagement: 404,400 (337%)
• - Instagram Impressions: 1,599,842 (159%)
• - Instagram Engagement: 98,909 (215%)
• - LinkedIn Impressions: 394,997 (87%)
• - LinkedIn Clicks: 7,490 (136.18%)

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17 APPENDIX

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INDIAN WELLS CITY COUNCIL
October 24, 2024

To: City Council
From: City Attorney
Prepared by: Todd Leishman, Best, Best, & Krieger LLP
Subject: Ordinance Amending Chapter 21.32 Relating to Time-Share Provisions of the Municipal Code

RECOMMENDED ACTIONS:

FINDS the action to be exempt from the provisions of the California Environmental Quality Act (“CEQA”) under state CEQA Guidelines sections 15060(c)(2), 15060(c)(3), and 15061(b)(3).

–OR–

If the Council wants to consider “grandfathering” the two existing Pacaso timeshare properties — DIRECTS staff and the city attorney to prepare a revised draft ordinance for the council to consider at a future meeting.

BACKGROUND:

Since 1996, the City had a broad definition of timeshare and has generally prohibited timeshare uses, with the only exception being for two expressly exempted legacy timeshare projects.

In recent years, a “co-ownership” model of using a home has become more common.

When it first came to the City’s attention, the City determined that this model was a timeshare under the City’s ordinance. But at around the same time, application of St.

Helena’s a similar timeshare ordinance to this same “co-ownership” model was challenged in court, so the City waited to learn the outcome of the litigation before applying its timeshare prohibition to this kind of use in Indian Wells.

The St. Helena litigation settled recently, and to avoid needless misunderstandings and litigation about Indian Well’s restrictions, the city attorney’s office recommended clarifying amendments to the City’s existing timeshare restrictions. The amendments

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would not change the prohibition or narrow the definition of timeshare in any way; they were drafted to maintain the status quo and current policy direction, while making their application to all forms of timeshare uses more obvious.

The Planning Commission considered and recommended approval of the proposed amendments, along with a recommendation that the Council consider whether and how to “grandfather” two existing “co-ownership” timeshares that have already been established in the City.

There are two “co-ownership” timeshares already established in Indian Wells. The Pacaso company bought the homes, formed a single-purpose LLC for each, and sold one-eighth interests in each of the LLCs to unrelated buyers. The buyers have separate ownership interests in the LLC, and the right to periodic exclusive use of the respective property.

Pacaso manages each of the properties for the LLCs, and the LLC members’ rights to exclusive use of the properties are dependent on compliance with strict use-related rules.

Each of these Pacaso properties constitutes a timeshare under the City’s existing timeshare regulations, and they will remain so under the proposed amendments.

The City has not received any nuisance complaint regarding the use of either of the Pacaso properties.

At the last regular City Council meeting, the Council considered the Planning Commission’s recommendations and the proposed amendments. The staff report for that meeting describes the history and policy reasons for the existing timeshare restrictions and explains the purpose of the proposed clarifying amendments. A copy of the prior staff report is attached to this one, for reference.

The after hearing the evidence and deliberating, Council approved the proposed amendments for second reading — with the direction that the amendments be included on today’s agenda as a discussion item (not on consent), so that the Council may discuss whether and how to exempt the two existing co-ownership timeshare properties.

This staff report responds to that request.

DISCUSSION

Given the general uncertainty that public agencies and members of the public faced while the St. Helena litigation was pending (when the two Pacaso timeshares were established in Indian Wells), the city attorney’s office now recommends that the Council consider appropriately restricted “grandfathering” of the two existing Pacaso timeshares as part of the proposed amendments.

If the Council wants to consider adding an express exemption for the two existing Pacaso timeshare properties, consistent with the Planning Commission’s recommendation, the Council should direct staff and the city attorney to prepare a revised draft of the ordinance for the Council’s consideration (re-introduction and first reading again), perhaps at a

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regular meeting in November. The “grandfathering” could be conditioned on adherence to appropriate operational standards to ensure that the properties are used in a way that prevents nuisances and adverse external impacts.

FISCAL IMPACT:

The proposed ordinance will not result in any new cost to the City.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

This action has been reviewed in accordance with the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the environmental regulations of the City. The City, acting as Lead Agency, has determined this action is not subject to CEQA because the adoption of this ordinance is not a “project” pursuant to Sections 15060(c)(2) and 15060(c)(3) of Title 14 of the California Code of Regulations. Specifically, this ordinance only affirms and clarifies existing regulations regarding time-share uses within the City and merely authorizes administrative and implementation activities which will not result in a direct or reasonably foreseeable indirect physical change to the environment.

Moreover, under Section 15061(b)(3) of the State CEQA Guidelines, this ordinance is exempt from the requirements of CEQA because it can be seen with certainty that the provisions contained herein would not have the potential for causing a significant effect on the environment.

ATTACHMENTS:

1. Ordinance

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1 Angelica Avila
From:David Jankowski <
Sent:Monday, October 21, 2024 12:37 PM
To:City Clerk
Subject:Proposed city ordinance re: timeshares
CAUTION: This email originated outside our organization. Be cautious with any links or attachments.

I am unable to attend to 10/24 meeting. I would like to state that I am 100% opposed to timeshares, fractional ownership, etc. in Indian Wells. Thank you!
David & Haley Jankowski

Indian Wells, CA 92210
Sent from Yahoo Mail for iPhone
Public Comments: 10/24/2024 Council MeetingGeneral Business Item I.2-Time Share Ordinance

1 Angelica Avila
From:Paul Billing <
Sent:Monday, October 21, 2024 2:43 PM
To:City Clerk
Subject:Timeshare
CAUTION: This email originated outside our organization. Be cautious with any links or attachments. ________________________________

Between the state government and county demands. The lifestyle that Indian Wells had is slowly being eroded due to the desire to homogenize all neighbourhoods to be the same. With the high taxes that residents are paying we should be able to have a say in how our community is structured. I think that it should be put on the ballot at the next city election and the residents can make that determination. It used to be a democracy at one time where the majority had a say not just special interest groups.

Paul Billing
Indian Wells

1 Angelica Avila
From:Michael Rubin
Sent:Wednesday, October 23, 2024 2:02 PM
To:City Clerk
Subject:Public Comment for Item i2
CAUTION: This email originated outside our organization. Be cautious with any links or attachments.

Dear Honorable Members of the City Council,

I am writing to you as a proud co-owner of a Pacaso home in Indian Wells since November 2021. My family and I have thoroughly enjoyed our time as part of this vibrant community, and I want to share how this experience has enriched our lives while also benefiting our neighbors and the city.

We chose to invest in this co-ownership model to create cherished memories with our family in an area that holds deep significance for me. Growing up, my grandparents frequently brought us to the Coachella Valley, fostering a sense of togetherness that I am now passing on to my children. My wife, Alyssa, and I have two boys under nine, and they eagerly anticipate our visits to the desert. Each trip is a family reunion, often including my parents, who recently celebrated their 70th birthdays with us at the home.

We have also been able to host my grandparents for holidays like Christmas and Thanksgiving, allowing us to create lasting family traditions.

Our commitment to Indian Wells goes beyond our home. We actively engage with our community, enjoying the amenities and activities available here. Each visit typically involves rounds of golf at the Indian Wells Country Club where we love to play both he Classic and Cove golf courses. We have built friendly relationships with neighbors across the street and next door. We frequent local restaurants, embracing the culinary delights the area has to offer, from the Vue Bar to the new Kestrel restaurant where we have already had a few dinners. For the past 2 years, we have held annual passes at the Living Desert where we love to take our 2 boys.

In February 2024, we took another step in our journey by purchasing a home directly across the street, reinforcing our commitment to this community. We are exploring the possibility of making Indian Wells our primary residence and have begun researching Gerald R. Ford Elementary School for our children.

Our ongoing renovations are not only a personal investment but also a contribution to the local real estate market.

I understand the concerns surrounding co-ownership homes, but I can attest that the other families we have met are also dedicated to being responsible and engaged members of this community. We believe that these homes can enhance the vibrancy of Indian Wells, attracting families who contribute positively to the area.

I respectfully urge you to support the grandfathering of our Pacaso home, allowing us and other families to continue to enrich this wonderful community. Together, we can ensure that Indian Wells remains a welcoming place for families to create lasting memories.

Thank you for considering our perspective.

2 Sincerely,
Mike and Alyssa Rubin

Indian Wells, CA 92210

26529.00000\42588333.2
ORDINANCE NO. _____

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF INDIAN WELLS, CALIFORNIA, ADDING CHAPTER 21.32 “TIME-SHARE USES” TO TITLE 21 OF THE INDIAN WELLS MUNICIPAL CODE; DELETING SECTION

21.04.090; AND FINDING THE ACTION TO BE EXEMPT FROM CEQA UNDER CEQA GUIDELINES SECTIONS 15060(C)(2), 15060(C)(3), AND 15061(B)(3)
WHEREAS, the City of Indian Wells is a popular tourist destination, known for its world- class resorts and small town residential-resort character; and WHEREAS, preserving the quality and character of the City has been a focal point of the City’s land use planning for decades; and
WHEREAS, the City stands out in the Coachella Valley for its ability to attract visitors while also supporting the needs of its resident population. Maintaining the balance between the quality of life for residents and those who work in the City and the visitors who help to sustain the City’s tourist economy is key to maintaining a sustainable community and a stable economy; and
WHEREAS, the City values and welcomes all visitors to the City and recognizes their contributions to the City’s economy, but finds that in order to maintain the City’s long-term viability as a community where people not only come to visit, but also live, work, and contribute to the long-term betterment of the community through participation in the City’s schools, local community groups, civic government, and local serving businesses, the City must maintain a balance between residential land uses and visitor-serving uses; and WHEREAS, the City’s existing housing stock is significantly impacted, with demand outweighing supply, resulting in extremely high housing prices as detailed in the accompanying staff report. A limited supply of suitable vacant land, exorbitantly high land costs, and limitations in the City’s existing infrastructure, among other factors, can constrain the construction of additional housing in the City; and
WHEREAS, as noted in the Housing Element of the City’s General Plan, which was certified in July 2024, the City is actively seeking to address the City’s housing challenges and facilitate the development of affordable housing; and
WHEREAS, these efforts have highlighted the challenge of providing sufficient housing to meet demand, particularly at more affordable levels, due to the significant costs of acquiring housing or land for the development of housing in the City and the limited supply of such land; and
WHEREAS, the conversion of existing residential units to uses other than long-term residential use will further reduce the City’s existing long-term housing supply, causing further imbalance between the demand for housing in the City and the existing supply, not only altering the character of the City’s residential neighborhoods, but also presenting further challenges to the City’s efforts to provide affordable housing within the community; and ATTACHMENT #1

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Ordinance No. ___

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WHEREAS, the City additionally has, for many years, worked to preserve its existing housing stock for long-term residential use, both to maintain the character of its residential neighborhoods and prevent residential districts from becoming visitor- and tourist-serving districts, and to ensure that the housing stock would not be converted to uses other than long- term residential uses; and

WHEREAS, to this end, in 1996, the City adopted Ordinance No. 387, which prohibited the creation of time-share projects as a use within any zone of the City, with only two exceptions for legacy projects. The City imposes this restriction because (a) the use of land and the conversion of residential dwelling units to time-share projects would reduce the availability of residential dwelling units that would otherwise be available for long-term occupancies and (b) time-share projects are inappropriate in residential areas because those uses have the same character as commercial hotels, motels, and other transient-occupancy uses and would result in increased traffic generation and multiple occupancies disturbing the peace and quiet of residential neighborhoods; and

WHEREAS, the City has historically not received complaints about time-sharing uses in residential neighborhoods (because they are clearly prohibited). In recent years, however, the City began receiving complaints regarding single-family homes in the City that were being marketed and sold as “fractional ownership” or “co-ownership” homes, wherein each buyer may acquire a one-eighth interest in a limited liability company that owns the home. Under the structure through which these dwelling units are marketed and sold, each owner gets a one- eighth share along with the right to use the home for one-eighth of each year indefinitely. During each owner’s usage period, that owner has exclusive use of the entire house. All rentals are prohibited; only owners and their guests are permitted to use the house. Each owner pays regular assessments to fund the operating costs of the home and maintenance reserves; and

WHEREAS, this arrangement, which provides that each purchaser is entitled to exclusive use of the property for a fixed number of days each year, is a “time-share plan” as defined in Business and Professions Code section 11212, and a “time share project” as defined in Section

21.08.462 and a “time share program” as defined in Section 3.12.020 of the City’s Municipal Code; and

WHEREAS, the City is aware of numerous complaints regarding these properties in the City and elsewhere, including parking impacts from large numbers of people staying at these properties; excessive noise late into the evening due to frequent outdoor parties; traffic due to frequent visitor turnover; traffic, noise and parking concerns due to frequent visits from cleaning, landscape maintenance and pool cleaning services that come to the properties in between each stay to prepare the home for the next guest; and an inability to maintain lines of communication to set community expectations with the users of the unit, as visitors only frequent the homes for short term stays of 2 to 14 days; and

WHEREAS, the complaints received by the City and other jurisdictions are reflective of the reasons that the City prohibited time-share projects within residential areas of the City. The time-share uses provide a short-term, high-impact, vacation-oriented use of property, where those that buy into the time-share use the home for entertaining and short-term stays while

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visiting golf courses and other tourist-oriented locations in Indian Wells and the surrounding Coachella Valley; and

WHEREAS, this high-impact use, combined with the frequent turnover and commercial management of these properties is not consistent with the residential districts in which they are located. It is commercial in nature, in that these time-share uses are structured as a short-term, tourist-oriented, visitor-serving use of the subject properties. The use of these properties as time- shares adds excessive noise and traffic to residential districts by using these properties for high- impact tourist-oriented uses more appropriately located in commercial districts of the City; and

WHEREAS, expanded use of residential properties for time-share uses will further reduce the availability of housing stock for long-term residential use, and create a new demand for time- share uses of residential properties; and

WHEREAS, this encroachment of tourist-oriented, visitor-serving uses in residential neighborhoods will not only compromise the residential character of these areas, but will also further increase the costs for housing in the City, undermining the City’s efforts to provide a balance of housing for all income levels in the City; and

WHEREAS, the City’s authority to enact zoning ordinances is based on the powers accorded cities and counties under the state constitution to make and enforce police regulations.

This police power grants the City broad authority to regulate the development and use of real property within its jurisdiction to promote the public welfare; and

WHEREAS, in accordance with this authority, the City Council desires to reaffirm its restrictions on time-share uses in residential areas, and to update the language of the Zoning Code to provide consistency with the terminology used to define time-share uses in state law; and

WHEREAS, the Planning Commission of the City of Indian Wells held a duly noticed public hearing on August 29, 2024, as required by law to consider all the information presented by staff, and public testimony presented in writing and at the meeting; and WHEREAS, on August 29, 2024, the Planning Commission of the City of Indian Wells held a duly noticed public hearing, as required by law, to consider all the information presented by staff, and public testimony presented in writing and recommended the City Council approve this Ordinance amending the Municipal Code as described herein; and WHEREAS, on September 5, 2024, the City Council held a duly noticed public hearing, accepted testimony from the public, considered the Planning Commission’s recommendation, and discussed the proposed amendments and staff’s recommended approval of this ordinance; and

WHEREAS, the proposed zoning amendments are consistent with the General Plan goals, policies and implementation programs as the ordinance will continue to preserve the small-scale residential-resort character of the City of Indian Wells; will preserve the City’s residential districts for residential uses; and will help to preserve the City’s existing housing stock for long-term

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Ordinance No. ___

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residential uses to avoid further exacerbating the existing impacts on the City’s housing supply; and

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF INDIAN WELLS DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. The above recitals are hereby incorporated as though set forth in this section.

SECTION 2. Chapter 21.32 is hereby added to Title 21 of the Indian Wells Municipal Code, to read in its entirety as follows:

“Chapter 21.32 TIME-SHARE USES

21.32.010 Purpose and Findings

21.32.020 Definitions

21.32.030 Time-share Uses Restricted

21.32.040 Violations, Enforcement and Civil Penalties

21.32.010 Purpose and Findings
A. There is a critical shortage of permanent, long-term housing in the City of Indian Wells.

B. A limited supply of suitable vacant land, land values, and market demand for land for other uses have limited the construction of additional housing in the City.

C. The City is a popular tourist destination known for its scenic Coachella Valley location, exceptional resorts, and small-town character.

D. The City stands out in the Coachella Valley for its ability to attract visitors while also supporting the needs of its resident population. Maintaining the balance between the quality of life for residents and those who work in the City and the visitors who help to sustain the City’s tourist economy is key to maintaining a sustainable community and a stable economy.

E. Time-share uses are not an appropriate land use in the City’s residential districts due to the multiple transitory occupancy of time-share properties, the short-term tourist-oriented use of such property, and commercial management of time-share facilities, all of which create increased traffic generation, excessive noise, disruption to residential communities through commercial- level maintenance of the time-share facilities, and therefore are appropriately confined to commercial zoning districts.

F. Conversion of permanent housing to time-share facilities removes existing housing units from the City’s existing stock and exacerbates an already severe housing shortage.

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G. It is therefore in the public interest to prohibit conversions of existing housing units into time-share facilities, as to do so eliminates needed housing stock by diverting those units to tourist-oriented, commercial use.

21.32.020 Definitions
For purposes of this Chapter, the following words and phrases have the meaning respectively ascribed to them by this Section:
“Accommodation” means any dwelling unit, apartment, condominium, condominium hotel or hotel unit, hotel or motel room, or other structure constructed for residential use and occupancy, including but not limited to a single-family dwelling, or unit within a multifamily dwelling, all as defined in Chapter 21.08.
“Building” shall have the meaning ascribed to it by Chapter 21.08. “Dwelling unit” shall have the meaning ascribed to it by Chapter 21.08. “Managing entity” means the person who undertakes the duties, responsibilities and obligations of the management of a time-share plan.
“Person” means a natural person, corporation, limited liability company, partnership, joint venture, association, estate, trust, or other legal entity, or any combination thereof. “Time-share instrument” means one or more documents, by whatever name denominated, creating or governing the operation of a time-share plan and includes the declaration dedicating accommodations to the time-share plan.
“Time-share interest” means the right to exclusively occupy a time-share property for a period of time on a recurring basis pursuant to a time-share plan, regardless of whether or not such right is coupled with a property interest in the time-share property or a specified portion thereof. “Time-share plan” means any arrangement, plan, scheme, or similar device, whether by membership agreement, bylaws, shareholder agreement, partnership agreement, sale, lease, deed, license, right to use agreement, or by any other means, whereby a purchaser, in exchange for consideration, receives the right to exclusive use of an accommodation or accommodations, whether through the granting of ownership rights, possessory rights or otherwise, for a period of time less than a full year during any given year, on a recurring basis for more than one year, but not necessarily for consecutive years.
“Time-share property” means one or more accommodations subject to the same time-share plan, together with any other property or rights to property appurtenant to those accommodations. “Time-share use” means the use of one or more accommodations or any part thereof, as a time- share property pursuant to a time-share plan.

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Ordinance No. ___

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21.32.030 Time-share Uses Restricted
Except as hereinafter provided, time-share uses are prohibited in all zones within the City. The following two time-share uses (previously referred to as time share projects), which were in existence as of October 16, 1980, shall be permitted subject to the following limitations:

A. Sweetwater Condoshare. The forty-four (44) condominium units designated in a document filed with the City Clerk's office as Palm Springs Condoshare Project I; and B. Worldwide Vacations. The forty-eight (48) hotel rooms are currently in existence and located at 75-188 Highway 111.

21.32.040 Violations, Enforcement, and Civil Penalties
A. Any responsible person, including but not limited to an owner of a time-share interest, management entity, agent, or broker who uses, or allows the use of, or advertises or causes to be printed, published, advertised or disseminated in any way and through any medium, the availability for sale or use of an accommodation in violation of this chapter is guilty of a misdemeanor for each day in which such accommodation is used, allowed to be used, or advertised for sale or use in violation of this chapter. Such violation punishable in accordance with Chapter 1.16.

B. Time-share use or advertisement for time-share use of an accommodation in violation of this chapter is a threat to public health, safety, or welfare and is thus declared to be unlawful and a public nuisance. Any such nuisance may be abated or restored by the enforcement official and also may be abated in accordance with Chapter 1.16, except that the civil penalty for a violation is $1,000.00 for each offence. Each day the violation occurs constitutes a separate offense.

C. Any responsible person who violates this chapter is liable and responsible for a civil penalty of $1,000.00 per violation per day that such violation occurs. The City may recover such civil penalty by either civil action or administrative citation. Such penalty is in addition to all other costs incurred by the City, including without limitation the City’s staff time, investigation expenses, and attorney’s fees.

1. When the City proceeds by civil action, the court has discretion to reduce the civil penalty based on evidence presented by the responsible person that such a reduction is warranted by mitigating factors including, without limitation, lack of culpability or inability to pay. Provided, however, that in exercising its discretion the court should consider the purpose of this chapter to prevent and deter violations and whether the reduction of civil penalties will frustrate that purpose by resulting in the responsible person’s enrichment or profit as a result of the violation of this chapter. In any such civil action the City also may abate or enjoin any violation of this chapter.

2. When the City proceeds by administrative citation, Chapter 1.20 governs.

D. Any violation of this chapter may also be abated or restored by the enforcement official and also may be abated in accordance with Chapter 1.16, except that the civil penalty under Chapter 1.16 for a violation is $1,000.00.

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E. Each day the violation of this chapter occurs constitutes a separate offense.

F. The remedies under this chapter are cumulative and in addition to any and all other remedies available at law and equity.”
SECTION 3: Deletion of Section 21.04.090. Section 21.04.090 is hereby deleted in its entirety.

SECTION 4: CEQA. This ordinance was assessed in accordance with the authority and criteria contained in the California Environmental Quality Act (“CEQA”), the State CEQA Guidelines (the “Guidelines”), and the environmental regulations of the City. The City Council hereby finds that this ordinance is not subject to CEQA because the adoption of this ordinance is not a “project” under Sections 15060(c)(2) and 15060(c)(3) of Title 14 of the California Code of Regulations.

SECTION 5: Effective Date. This ordinance takes effect 30 days after adoption.

SECTION 6: Custodian of Records. The documents and materials that constitute the record of proceedings on which this Ordinance is based are located at the City Clerk’s office located at 44950 Eldorado Drive, Indian Wells, CA 92210. The custodian of these records is the City Clerk.

SECTION 7: Severability. If any section, sentence, clause, or phrase of this ordinance or the application thereof to any entity, person or circumstance is held for any reason to be invalid or unconstitutional, such invalidity or unconstitutionality does not affect other provisions or applications of this ordinance that can be given effect without the invalid provision or application, and to this end the provisions of this ordinance are severable. The City Council hereby declares that it would have adopted this ordinance and each section, sentence, clause, or phrase thereof, irrespective of the fact that any one or more section, subsections, sentences, clauses, or phrases be declared invalid or unconstitutional.

SECTION 8: Publication. The City Clerk is hereby directed to certify the adoption of this ordinance. Not later than 15 days following the passage of this ordinance, the ordinance, or a summary thereof, along with the names of the City Council members voting for and against the ordinance, must be published in a newspaper of general circulation in the City of Indian Wells.

PASSED, APPROVED AND ADOPTED by the City Council of the City of Indian Wells, California, at a regular meeting held on the ___ day of ________, 2024.

______________________________

GREG SANDERS
MAYOR

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STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

CITY OF INDIAN WELLS )

CERTIFICATION FOR ORDINANCE NO. ____

I, Angelica Avila, City Clerk of the City Council of the City of Indian Wells, California, DO HEREBY CERTIFY that Ordinance No. ___, having been regularly introduced at the meeting of September 5, 2024, was again introduced, the reading in full thereof unanimously waived, and duly passed and adopted at a regular meeting of the City Council held on the ___of ______, 2024 said ordinance was passed and adopted by the following stated vote, to wit:

and was thereafter on said day signed by the Mayor of the City of Indian Wells.

AYES:

NOES:

ATTEST: APPROVED AS TO FORM:

_____________________________ ____________________________

ANGELICA AVILA TODD LEISHMAN FOR

CITY CLERK BEST BEST & KRIEGER LLP

CITY ATTORNEY

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INDIAN WELLS CITY COUNCIL
October 24, 2024
To: City Council
From: City Manager Department
Prepared by: Christopher Freeland, City Manager
Subject: Award of Bid for Redesign of the Players Course at the Indian Wells Golf Resort
RECOMMENDED ACTIONS:

Council AUTHORIZES the supplemental appropriation of $12,000,000 to Troon to complete the redesign of the Player’s Course; and
AUTHORIZES the supplemental appropriation of $1,500,000 to Troon to complete a Fire Access Road, utilizing County Structural Fire Tax Credits; and AUTHORIZES the City Attorney to prepare an addendum to the Troon Management Agreement permitting Troon to serve as project manager for this capital improvement project; and
ADOPTS Resolution approving an Addendum to the City’s General Plan Final Environmental Impact Report per Section 15164(a) of the California Environmental Quality Act (CEQA) Guidelines and directing staff to file the Notice of Determination.

BACKGROUND:

At the April 2, 2024, Golf Resort Strategic Planning Session, the City Council selected John Fought, the original designer of the Players Course, to complete the construction and bidding documents for its redesign, and to seek construction bids. Troon worked closely with City staff and Troon to review bid documents before going out to bid.

The Indian Wells Golf Resort (IWGR) is home to two 18-hole golf courses: the Clive Clark- designed Celebrity Course (opened in November 2006) and the John Fought -designed Players Course (opened in November 2007). Commonly known as “Beauty and the Beast” in golf magazines, the Celebrity and Players courses have received numerous accolades as a premier golf destination and as one of the best municipal golf courses.

The Player’s Course is 17 years old and is in need of significant rehabilitation in the next couple of years. Already, there have been issues with the current irrigation system,

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bunkers need to be redone, and tees and greens need to be renovated. The American Society of Golf Course Architects (ASGCA), with assistance from the United States Golf Association (USGA) Green Section, the Golf Course Builders Association of America (GCBAA), and the Golf Course Superintendents Association of America (GCSAA), analyzed the life expectancy of various components of golf courses and prepared a document of their findings entitled Golf Course Items Expected Life Cycle. A copy of that document is attached (Attachment #1). In that document, the life expectancy of most golf course components is less than 20 years.

Troon has noticed the Players Course is experiencing increased maintenance needs due to the age and wear-and-tear of the course. In addition, the desert conditions place a greater strain on irrigation systems and golf course maintenance technology has improved over the past 20 years. As such, Troon recommends that the Players Course undergo complete rehabilitation to the Players Course in the next couple of years. Over time, greens can become uneven, impacting ball roll, while tee boxes may experience compaction, inhibiting proper turf growth. Sand traps may lose their shape and drainage, rendering them unplayable. These issues not only detract from the overall golfing experience but also reduce the course's appeal to players.

In a competitive market such as the Coachella Valley, players expect well-maintained courses that provide both challenge and enjoyment. Rehabilitating these areas will improve playability, attract more golfers, and keep the course competitive with newer and better-maintained facilities.

For the last several years, the City of Indian Wells and Troon held multiple public community discussions (e.g., strategic planning sessions, Indian Wells Golf Advisory Committee meetings, and golf resort master plan outreach) to discuss the goals and objectives of a potential redesign, including:

 Addresses needed rehabilitation (e.g., irrigation system, bunkers, leveling of tee boxes, and reconstruction of greens).
 The course has been subject to deferred maintenance in past years.  Address parking deficiency.
 Protect golf course economics.
 Remain a top golf destination and maintain the IWGR market share in a highly competitive golf market.
 The golf resort’s main competitors (e.g., Desert Willow and PGA West) have undergone similar course improvements.
 Preserve and enhance the pavilion area for special events.  Improve golf course economics.
 Revenues (e.g., greens fees, food and beverage, and merchandise) are expected to increase.
 Provide returning nine holes for food and beverage revenue opportunities and attract major tournaments (e.g. LPGA event).

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 Improve public safety with the addition of a fire access road to the pavilion.  The pavilion was added after the golf courses were installed. With the success of the pavilion to host large gatherings, the City, Troon, and Fire Department all support improving fire and emergency medical services access to the pavilion.
 Improving public safety access to the Pavilion has been a longstanding priority for the Council. Currently, there is no convenient route for emergency vehicles to safely reach the pavilion in case of a medical emergency or fire. The existing bridge does not meet the load capacity for emergency vehicles. For the last several years, the City has analyz ed ways to get emergency vehicles to the pavilion (e.g., new bridge, travel through the Whitewater Channel, new road off Fred Waring). Staff has met with the Fire Marshall who supports a Fire Access Road to the pavilion from Fred Waring. This will improve response times to the pavilion in case of an emergency.
 Improve golfer experience.
 Elimination of the low-flow golf cart path between Hole #16 and Hole #17.  Reduction and adjustment of sand traps to make them more player- friendly, improve the pace of play, and reduce maintenance time and cost.  Expand the short-game practice area. This includes areas to practice putting, chipping, and bunker play.
 Provide an opportunity to reduce common areas between holes that are more difficult to maintain and unsightly.

City Committee Reviews

Resident members of the Golf Resort Advisory Committee met with John Fought about the potential redesign of the Players Course. On March 22, 2023, they expressed support for the redesign.

At the January 10, 2024, Finance Committee meeting, the Committee reviewed a comprehensive Sources and Trends analysis to fund various city projects, including the Players Course redesign. The Finance Director shared with the Committee that sufficient funds are available to meet this project’s financial needs and maintain healthy fund balances for several other city priorities (e.g., whitewater channel armoring, re-imagining of the Vue, traffic improvement projects, etc.).

At the March 26, 2024, Golf Resort Advisory Committee meeting, the Committee was updated on the Players Course redesign, including the proposals from Rees Jones and Pascuzzo & Pate. At the conclusion of the meeting, the Committee unanimously approved a recommendation to the City Council to move forward on redesigning the Players Course.

On October 15, 2024, the City Council held a study session on the potential redesign of the Players Course. Information on the project was shared with the community , and a

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dialogue on the merits of the project, an explanation of the difference between the preliminary project cost estimates and bid costs was explained, and public input was received. Council continued discussions on this project until October 24, 2024.

DISCUSSION:

Per the City Council’s direction, City staff, Troon, and John Fought completed the construction drawings and bid documents to redesign the Players Course. The City conducted an initial bid process, resulting in only one bid being received. After consulting with Troon on the City’s bid process, it was determined to rebid the project with Troon conducting the bid process. They believe certain golf course construction companies may have been hesitant to contract with the City rather than a golf management company, plus Troon has contacts in the industry that they could encourage to submit construction bids.

Troon publicly solicited bids on September 9, 2024, and held a pre-bid meeting with interested contractors on September 17, 2024. Bidding closed on September 27, 2024, with Troon receiving three bids: Landscapes Unlimited at $12.15 million, Heritage Links at $12.4 million, and Sperber Landscape Companies at $16.9 million. All three bids are attached (Attachment #6–#8). Troon reviewed the bids and has determined that Landscapes Unlimited is the preferred vendor at $12.15 million.

In addition to the construction bids, additional funds are needed to complete the project.

While much of the costs for amenities are built into the bids (e.g., improved landscaping, new trees, upgraded sand in bunkers, grading to enhance player views), unexpected costs or additional funds are needed for other improvements or services related to the project. Therefore, staff is requesting an additional $1.3 million, which includes $700,000 as contingency, $350,000 in additional project fees (e.g., project management and engineering), $100,000 for tribal monitoring 1, and $150,000 for improvements outside the scope of the project (e.g., improved landscaping around the pavilion are a, course clock, etc.). Troon and the City do not intend to utilize the entire $1.3 million; however, staff is requesting these funds be authorized as needed for the project, subject to approval by Troon and the City Manager. The total construction cost is $13.5 million.

Preliminary Cost Estimates Compared to Final Bids:

This construction bid for the final plan is higher than the original estimate based on the preliminary plan. Once the detailed final plans were developed (e.g., grading and irrigation), estimated quantities for earthwork and disturbed turf increased from the original estimate of 25 acres to an area of 42 acres. This additional work was incorporated into the final design to provide a greater separation between holes and reduce the

1 The Indian Wells Golf Resort is the location of a former Cahuilla Indian village. As such, there is the possibility of Native American artifacts on the property. City has been working closely with the Aqua Caliente Band of Cahuilla Indians, who will provide tribal monitoring during construction of the project.

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compactness of the course. These improvements are also designed to improve safety on the course. In addition, the number of greens requiring complete reconstruction increased from 8 to 9.

This increase in disturbed turf affects all renovation quantities, including a significant rise in irrigation system replacement needs. Upon closer inspection, it was also discovered that many irrigation valves were leaking or malfunctioning, necessitating their replacement. Other cost increases are due to inflation and overhead. Construction is subject to prevailing wages since this is a project to improve a city facility. As costs increased for the project, prevailing wage requirements made the increases even more significant than if not subject to prevailing wage. The estimated changes to the project cost (in the table below) are a result of the expanded work as discussed above:

While some increase in costs above the preliminary design was expected, the additional scope of work and associated costs were not. However, the City’s strategy to fund the remodel of the Players Course, if approved by the City Council, does not change and can fully fund these additional costs.

If approved, construction on the redesign would begin in early March 2025 with an opening date in November 2025. Project would include the relocation of Holes 17 and 18 to the northside of the Whitewater Channel, rehabilitation of all greens and tee boxes, replacement of irrigation system, new cart paths and fire access road, landscape improvements, and rerouting of the entire Players Course per John Fought’s design .

Attached are renderings of the work area (Attachment No. 2) and overall redesign (Attachment No. 3).

*Bonding 77,000
Cart Path 200,000
Demolition 37,000
Drainage 351,000
*Erosion Control 150,000 Features 300,000
Finishing 575,000
Grassing 207,000
Irrigation 1,400,000
Mobilization 300,000
Shaping 1,205,000
Total 4,802,000
* Additional cost mandated by the City
Project Cost Changes from the Preliminary
Estimate

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In addition, the project scope includes enhancements to the area on the north side of the bridge between the golf courses and around the pavilion area. This will include a short- game practice area, new putting greens, and improvements around the pavilion and Fairway Grill.

Troon and the City Attorney also want to add an addendum to the existing City–Troon management agreement to clearly authorize Troon to server as project manager for large-scale capital projects approved by the City Council. If authorized, the City Attorney will develop an addendum to the existing City-Troon management agreement for approval at a subsequent Council meeting.

Staff is seeking Council approval to secure a contractor and order the necessary equipment by October 20, 2024, in order to meet the March to November 2025 timeline.

A decision after this date would likely delay the project until 2026, requiring new bidding to be completed. Based on rising construction costs, the City would estimate an additional $1.0 million to wait until 2026.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

This project has been reviewed in accordance with the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the environmental regulations of the City. The City, acting as Lead Agency, has determined the project is properly analyzed with an Addendum to the City of Indian Wells General Plan Final Environmental Impact Report (SCH No. 94092037)(General Plan FEIR).

On February 1, 1996, the City Council adopted the 1996 Update to the City of Indian Wells General Plan, inclusive of the associated Land Use Map (Figure IIA-3). At the same time, the City Council certified by Resolution No. 96-9 the General Plan FEIR in compliance the CEQA Guidelines. The Addendum (Attachment #4) to the General Plan FEIR demonstrates that, pursuant to the standards contained in CEQA Guidelines section 15162, the City does not need to prepare a supplemental EIR, as the General Plan FEIR fully analyzed the potential impacts associated with the proposed redesign of the Players Course at the Indian Wells Golf Resort and the mitigation measures called for by the FEIR adequately address the potential impacts of the proposed project. The City has determined that none of the conditions calling for preparation of a Subsequent EIR have occurred, thus, preparation of an Addendum is the appropriate CEQA documentation for the project.

FISCAL IMPACT:

The recommended fiscal strategy primarily focuses on addressing critical rehabilitation needs while preserving the integrity of the General Fund. This approach avoids utilizing either the General Fund’s current cash reserves or the ongoing $3.5 million annual surplus.

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The optimal strategy leverages external financing sources, specifically through the sale of land to developers and the application of County structural fire tax credits. This approach aims to minimize direct taxpayer burden. Additionally, rather than drawing on the General Fund for the City's financial obligations, this strategy proposes using external sources to cover the City's portion of loan repayments associated with the former Redevelopment Agency.

In addition, the City Council authorized a General Fund Reserve Policy at its last City Council meeting that requires a 50% General Fund cash reserve of the City’s operating budget. This project is consistent with this new fiscal policy (Attachment #5).

Fire Access Road:

Funding for the fire access road is not a General Fund expenditure. Instead, the City will use Riverside County’s Structural Fire Tax Credit to pay for the expenditure. The County’s Structural Fire Tax Credit is a form of County property tax paid allocated for Fire Related Services or Capital Improvements within Indian Wells. The City’s Fire Fund has reserved $1.5 million in Structural Fire Tax Credit should the Council decide to move forward with the fire access road. There are sufficient funds in the Fire Tax Credit account to pay for the fire access road and maintain a healthy reserve for future projects.

This section outlines three potential options and funding strategies for the Council's consideration:

 Option #1 - Do Nothing:

The Council might consider this strategy if it believes that future construction costs will be less than they are today and that the ongoing maintenance issues experienced by guests (greens, tees, irrigation, and bunkers) have not had a noticeable impact or loss of market share.

The Do-Nothing strategy still has a cost. While maintenance and repair costs will continue to rise, the real burden is the economic future of the Golf Resort as other golf courses in its competitive market have completed renovations of their own.

While the City can delay the rehabilitation to a future date, it is not a long-term strategy.

 Option #2-Rehabilitate the Player’s Golf Course (only):

Based on the bids received, Troon estimates the cost to rehabilitate the Players Course to be approximately $6.3 million, which the City’s General Fund would fund using Successor Agency loan repayments described below.

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 Option #3-Rehabilitate the Player’s Golf Course and Install a Fire Access Road:

Based on the bids received, Troon estimates the cost to rehabilitate the Players Course with the addition of the fire access road to be approximately $7.8 million, with $6.3 million in General Fund Successor Agency loan repayments and $1.5 million in County Fire Tax Credits.

 Option #4-Remodel the Player’s Golf Course and Install a Fire Access Road: (Recommended Option)

Based on the bids received, the City will spend $12.0 million to remodel the golf course as proposed, which includes a contingency as outlined above . In addition, the Fire Access Road is $1.5 million with a contingency. Relocating Holes 17 and 18 to the north side of the Channel will generate an estimated $4.3 million in land Project Title
Rehabilitation
Costs 6,300,000
Total 6,300,000
Project Funding by Source
General Fund 6,300,000
Total 6,300,000
Option #2-Rehabilitate the
Player’s Golf Course
Project Title
Rehabilitation
Costs 6,300,000
Fire Access
Road 1,500,000
Total 7,800,000
Project Funding by Source
General Fund 6,300,000
Fire Fund 1,500,000
Total 7,800,000
Option #3-Rehabilitate the
Player’s Golf Course and Install a
Fire Access Road

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sales from outside revenues, which will be introduced as new funding sources for the project.

General Fund Long-Term Cash Flow

At the October 15, 2024 Council Meeting, the Council inquired about the long-term fiscal impact on the General Fund’s cash flows. The cash flow presented below is based on the FY 2024-25 budget adopted in May 2024, updated to reflect the General Fund cash balance as of July 1, 2024.

The cash flow is included in (Attachment #10). As shown below and attached, the ten - year cash flow anticipates over $3 million/year in operational budget surplus. The projected surplus accounts for historical average increases in all operations of the City funded by the General Fund, especially public safety that makes up the single expenditure of the General Fund budget. The projected surplus is in addition to depositing the Council- directed $2.0 million annual contribution into the City’s Capital Reserve Funds for community-wide infrastructure projects.

Based on this surplus analysis, the City’s General Fund reserves cash flow is projected to increase by $38,100,000 over the next 10 years to $54,929,603.

Additionally, Successor Agency loan payments of $11.6 million to the General Fund have been removed to provide a clearer view of the ongoing annual surplus, accounting for all revenue and expenditure adjustments. These funds received from the Successor Agency loans have not been pledged by the City Council to any specific project or fund (e.g., CIP) at this time.

Project Title
Remodel Costs 12,000,000
Fire Access Road 1,500,000 Total 13,500,000
Project Funding by Source
General Fund 7,700,000
Land Sales 4,300,000
Fire Fund 1,500,000
Total 13,500,000
Option #4-Remodel the Player’s Golf Course and
Install a Fire Access Road

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Recommendation to fund the City’s Share:

To further lessen the impact on the City’s General Fund, staff recommends against using existing General Fund cash reserves or a future portion of the General Fund’s ongoing annual surplus to fund the Golf Resort remodel/rehabilitation.

Instead, it is recommended that the Council consider using a portion of the remaining $11.6 million in loan repayments the Successor Agency owes to the City. The City paid these loans to the former redevelopment agency to improve the golf resort.

These loans are being paid back to the City through a County of Riverside property tax rebate, not from any City source. Staff recommends setting aside loan repayments in the Capital Improvement Fund for this expense, as follows:

Loan Payments are received at the beginning of each fiscal year as follows:

 July 2024: $2,480,000
 July 2025: $3,000,000
 July 2026: $820,000 or $2,220,000

The Successor Agency will serve as the primary funding source for the rehabilitation or remodel. However, due to timing considerations, the General Fund will need to provide temporary gap financing from November 2025 to July 2026, covering $820,000 for the rehabilitation and $2,220,000 for the remodel. This financing will bridge the period until City of Indian Wells
Long-Term Cash Flows 1 2 3 4 5 6 7 8 9 10
2025F 2026F 2027F 2028F 2029F 2030F 2031F 2032F 2033F 2034F TOTAL B`Beginning Balance 24,978,520 28,193,698 31,401,802 34,589,981 37,743,924 40,847,736 43,883,800 46,832,636 49,672,740 52,380,419 Total Revenues 25,255,840 26,118,170 27,010,979 27,935,370 28,892,486 29,883,513 30,909,681 31,972,263 33,072,582 34,212,007 419,165,774

3.41%3.42%3.42%3.43%3.43%3.43%3.44%3.44%3.45%
Total Expenses 22,040,662 22,910,066 23,822,800 24,781,427 25,788,675 26,847,449 27,960,845 29,132,158 30,364,903 31,662,823 381,058,227

3.94%3.98%4.02%4.06%4.11%4.15%4.19%4.23%4.27%
Total Surplus 3,215,178 3,208,104 3,188,179 3,153,943 3,103,811 3,036,064 2,948,836 2,840,105 2,707,678 2,549,185 38,107,547 Ending Balance 28,193,698 31,401,802 34,589,981 37,743,924 40,847,736 43,883,800 46,832,636 49,672,740 52,380,419 54,929,603 Fiscal Year
City's Share
Player's
Rehabilitation
City's Share
Player's
Remodel
2025 2,480,000 2,480,000
2026 3,000,000 3,000,000
2027 820,000 2,220,000
Total 6,300,000 7,700,000
Loan Repayments Reserved in the Capital
Improvement Fund

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the FY 2026-27 Successor Agency loan payment is received in July 2026, at which time the General Fund's gap financing will be fully repaid.

It is also important to note that the level of gap funding is likely to be considerably less than projected. The Golf Result is projecting an operational surplus of $700,000. This or any additional surplus generated by the Golf Resort could be utilized to further reduce the need for any gap financing, as well as any project cost savings or additional land sales.

Financial Impact of Player’s Course Closure on Indian Wells Golf Resort

The closure of the Player’s Course will have a measurable and unavoidable financial impact on the Indian Wells Golf Resort. The Finance Committee and the City Council thoroughly reviewed this matter during the formulation of the fiscal year 2024-25 budget.

As detailed below, the key metrics of the closure were factored into the fiscal year 2024- 25 budget adopted by the City Council. Despite the closure of the Player’s Course, Troon consistently met or exceeded all critical performance metrics established i n the Council's Goals and Deliverables.

The financial impact is driven by two primary factors: (1) the closure of the Player’s Course from March 1, 2025, to November 1, 2025, and (2) an anticipated loss of 22,400 rounds of golf. Importantly, no assumptions were made regarding transferring lost rounds to the Celebrity Course, ensuring a conservative and realistic financial projection.

The loss of 22,400 rounds will directly reduce revenues across five key profit centers:
(1) Golf, (2) Merchandise, (3) Beverage Cart, (4) Tournaments, and (5) Banquets. The projected top-line revenue loss is $3.75 million during the closure period.

However, this loss will be significantly offset by cost reductions. The Resort anticipates a $0.8 million reduction in the cost of sales, which correlates with the decline in customer volume. Additionally, operating expenses are expected to decrease by $2.0 million as maintenance staff assigned to the Player’s Course and operational costs associated with the Player’s Course—such as utilities, seed, fertilizer, and equipment—are re-assigned into the construction budget.

In summary, the net financial impact of the Player’s Course closure, accounting for the loss of 22,400 rounds, will result in an estimated operational shortfall of $0 .95 million.

These figures have been rigorously calculated and represent a comprehensive projection of the closure's financial consequences. This estimated loss has been accounted for in the Fiscal Year 2024-2025 Golf Resort Budget. No additional funds for this project are being requested to cover the closure.

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Attached is a detailed financial analysis by Troon and the City of Indian Wells on the impact of closing the golf resort from March 1, 2025, to November 1, 2025 (Attachment No. 9). The analysis includes projected revenue losses from golf operations and related profit centers during the closure, offset by reductions in operational costs (e.g., personnel, utilities, materials, equipment). These cost reductions have already been factored into the current year's IWGR operational budget, which anticipates a surplus of $700,000, adopted by the Council and are not included in the capital project budget.

ATTACHMENTS:

1. Attachment No. 1 – Golf Course Items Expected Life Cycle

2. Attachment No. 2 – Work Area Rendering

3. Attachment No. 3 - Players Course Redesign Rendering

4. Attachment No. 4 – Resolution Adopting an Addendum to the General Plan

5. Attachment No. 5 – City of Indian Wells General Fund Reserve Policy

6. Attachment No. 6 – Construction Bid from Heritage Links

7. Attachment No. 7 – Construction Bid from Landscapes Unlimited

8. Attachment No. 8 – Construction Bid from Sperber Landscape

9. Attachment No. 9 – Detailed Financial Analysis of closure costs

10. Attachment No. 10 – General Fund Long-Term Cash Flow

Key Metrics
Closure Dates: March 1, 2025, through
November 1, 2025
Loss of Golf Rounds: 22,400 Financials
Loss of Top-Line
Revenue 3,776,776
Cost of Sales Savings 802,611 Operating Cost Savings 2,020,877 Net Operating (Loss) 953,288 Golf Resort Impacts Due to the
Player’s Golf Course Closure

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Submitted at the Dais: October 24, 2024
Councilmember Griffith

September 8, 2020 IWGR golf advisory committee at an open to the public and noticed meeting where public comment is available met to review and discuss the new master plan request for proposal
October 2, 2020 IWGR advisory committee met at an open to the public and noticed meeting where public comment is available to discuss the golf resort master plan RFP November 18 2020 at an open to the public and noticed meeting where public comment is available the council determined that an RFP would be issued to choose a consulting team 2021
February 23, 2021 at an open to the public noticed meeting where public comment is available the IWGR advisory committee met to appoiint representative to the master plan interview panel March 23, 2021 at an open to the public noticed meeting where public comment is available the IWGR advisory committee met and discussed the master plan update May 20, 2021 at an open to the public and noticed council meeting where public comment is available an approval of Stonecreek for consulting
June 22, 2021 at an open to the public noticed meeting where public comment is available the IWGR advisory committee met for a master plan update
September 28, 2021 at an open to the public noticed meeting where public comment is available the IWGR advisory committee met
October to December 2021 Stonecreek held three in person open to the public town hall meetings open to the public and noticed where public comment is available to solicit resident feedback.

Additionally a virtual meeting for any resident who could not attend any of the three in person meetings were held.
2021-2022
From October 2021 to June 2022 Stonecreek opened their consultation up to individual meetings.

I do not have the dates of those meetings, however, Stonecreek reported that they met with over 50 individual stakeholders during that time.
2022
May 2022 Open to the public meeting and noticed where public comment is available to disseminate the Indian Wells Golf Resort Strategic Asset plan to the public for feedback.

June 2, 2022 City Council at an open to the public and noticed meeting where public comment is available formed the IWGR Ad Hoc committee to review all aspects of the Stonecreek report to receive public input.
2023

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February 6 2023 the City of Indian Wells IWGR Advisory committee met with Stonecreek at an open noticed meeting where public comment is available
February 16 2023 Open to the public meeting and noticed where public comment is available dissemination of updated Indian Wells Golf Resort Strategic Asset plan - final report - to receive public input
From 2023 to 2024 Indian Wells City Staff met with the IWGR Advisory committee multiple times to update them and to receive input
March 23, 2023, IWGR Strategic Planning session, noticed and open to the public to receive public input This was a meeting that was specifically about the golf resort and the redesign - attended by many residents was held in the ballroom and all seats were full.

March 28, 2023 at an open to the public noticed meeting where public comment is available the IWGR advisory committee met to discuss the strategic planning goals regarding the golf course. 2024
April 2, 2024 IWGR Strategic Planning session, noticed and open to the public to receive public input This was a meeting that was specifically about the golf resort and the redesign - attended by many residents was held in the ballroom and all seats were full.

June 27, 2024
IWGR advisory committee meeting, noticed and open to the public to receive public comment meeting regarding the player's course redesign.

October 22, 2024 IWGR advisory committee meeting, noticed and open to the public where public comment was made regarding the player's course redesign

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1 Angelica Avila
From:vern byggdin
Sent:Sunday, October 20, 2024 12:33 PM
To:City Clerk; Angelica Avila
Cc:Greg Sanders (home)
Subject:Letter of support re Players re-construction
CAUTION: This email originated outside our organization. Be cautious with any links or attachments.

Hello Angelica Cc Mr. Sanders
I am unable to attend the upcoming council meeting scheduled for October 24 which includes a discussion of the Players Course re-construction on its agenda.

You may remember that I sent a letter via email on October 14 raising concerns about this project and asked that it be read into the Minutes of the October 15 council meeting that was subsequently cancelled.

I have since had the opportunity to discuss the project with Mayor Sanders and would like to withdraw my letter of October 14.

Angelica, could you please ensure my earlier letter doesn’t make its way into the October 24 Minutes? Instead, could you please include the following? October 20, 2024
Mayor, Councillors, City Staff and fellow IW residents
I was initially against the 2025 re-construction of the Players Course as I felt it was happening too soon and with a corresponding lack of preparation and risk mitigation. However, upon undertaking research to educate myself further, including a generous allotment of time on the phone recently with Mayor Sanders, I am now in support of the re-construction and wish to thank the many people that have devoted much time and energy to bring the project forward for consideration.

Best regards,
Vern Byggdin
Casa Dorado
Thank you, Angelica.
cheers
Vern
Public Comments: 10/24/2024City Council Meeting Item GB I.3- Award of Bids

1 Angelica Avila
From:Valerie Jones <>
Sent:Wednesday, October 23, 2024 10:46 AM
To:City Clerk
Subject:Re-design Players Course
CAUTION: This email originated outside our organization. Be cautious with any links or attachments. ________________________________

I cannot be at the October 24th meeting.

On behalf of my husband and I, please look at all options before spending a very large amount of everyone’s money.

Thank you.

Valerie

Ken and Valerie Gates
Sent from my iPhone

1 Angelica Avila
From:Robert Nassaney
Sent:Tuesday, October 22, 2024 12:36 PM
To:City Clerk
Subject:Re vamp golf cource
CAUTION: This email originated outside our organization. Be cautious with any links or attachments.

I think we should delay this project and reevaluate our options

Robert Nassaney

Indian Wells Ca 92210

Players Course Redesign
Council Presentation: October 24, 2024
Presentation I.3

Why are We Here!
•Study Session-October 15, 2024
•For several years, this redesign
has been discussed
•City Council/Golf Resort Strategic
Planning Sessions
•Rehabilitation vs. Redesign
•Finance Committee Meetings
•IWGR Strategic Planning Session
(April 2, 2024)
•Golf Advisory Committees
•June and October 2024

•Address needed rehabilitation of course
(tees, greens, bunkers and irrigation)
•Deferred Maintenance
•More efficient irrigation
•Protect Golf Course Economics
•Maintain Market Share
•Address Parking Deficiency
•Protect Pavilion area for special events
•Improve Course Economics
•Increased Revenues
•Have returning 9s
•Expand F&B and TOT revenues
•Better for tournament play
•Improve Fire Safety
•Improve Golfer Experience
•Eliminate low-flow golf path
between Hole #16 and #17
•Pace of Play and Experience
•Have Hole #18 return at bridge
•Reduction of sand traps
•Add a short game area
•Reduce common areas and
improve sightlines
•Potential for a LPGA or other Tour
event
Players Course Redesign Objectives

•Rehabilitation Costs
•Estimated Costs for Bunkers, Tees, Greens (April 2024) $5 million •Estimated Costs for Bunkers, Tees, Greens (October 2024) $6.3 million •Fire Access Road $1.5 million
•Remodel Costs (Fought Design-Construction Only with Fire Road) •Estimated Cost to Redesign Players Course (April 2024) $7.3 million •Estimated Cost to Redesign Players Course (October 2024) $12.2 million •Additional $1.3 million (contingency, project management, design work, pavilion area Improvements, tribal monitoring)
•Total Cost $13.5 million
April 2024 Strategic Planning Session

Fought Redesign Concept

Fiscal Impact
(Project Options and Costs)

Rehabilitation Project
Rehabilitation
Costs 6,300,000
Fire Access Road 1,500,000
Total 7,800,000
RDA Money owed
to the City 6,300,000
Fire Fund 1,500,000
Total 7,800,000

Remodel Project
Remodel Costs 12,000,000
Fire Access Road 1,500,000
Total 13,500,000
RDA Money owed
to the City 7,700,000
Land Sales 4,300,000
Fire Fund 1,500,000
Total 13,500,000

Funding Sources

Funding – Monies owed to the City by the former
Redevelopment Agency
Source: County of Riverside Tax Increment
Date Paid
to City City Share Rehabilitation Remodel
July 1, 2024 2,480,000 2,480,000 2,480,000 July 1, 2025 3,000,000 3,000,000 3,000,000 July 1, 2026 3,200,000 820,000 2,220,000 July 1, 2027 600,000 - - Total 9,280,000 6,300,000 7,700,000

General Fund Cash Flow -Gap Funding Strategy
Rehabilitation Remodel
Beginning Balance at
June 30, 2024 24,978,520 24,978,520
General Fund
FY 24-25 Surplus 3,215,178 3,215,178
November 2025 Gap
Loan for Players (800,000) (2,220,000) General Fund
FY 25-26 Surplus 3,208,104 3,208,104
July 26 SA Refund
Player's Gap Loan 800,000 2,220,000 General Fund
FY 26-27 Surplus 3,188,179 3,188,179
Ending Balance at
June 30, 2027 34,589,981 34,589,981

General Fund Cash Flow Update
At June 30, 2024

%
Change
General Fund 16,695,987 General Fund 24,978,520 49.61% Golf Resort Operations 2,404,795 Golf Resort Operations 111,685 -95.36% Internal Service Funds 2,865,275 Internal Service Funds 1,373,282 -52.07% Disaster Recovery Fund 291,850 Disaster Recovery Fund 458,676 57.16% Capital Fund 7,517,855 Capital Fund 13,286,728 76.74% Capital Reserves 24,349,981 Capital Reserves 26,626,846 9.35% Total 54,125,743 Total 66,835,737
Cash Increase 12,709,994
Percent Change 23.5%
Cash Available to the General
Fund (as of June 30, 2023)
Cash Available to the General Fund
(as of June 30, 2024)

General Fund Ten-Year Cash Flow

General Fund Ten-Year Cash Flow
City of Indian Wells
Long-Term Cash Flows 1 2 3 4
2025F 2026F 2027F 2028F
B`Beginning Balance 24,978,520 28,193,698 31,401,802 34,589,981 Total Revenues 25,255,840 26,118,170 27,010,979 27,935,370

3.41%3.42%3.42%
Total Expenses 22,040,662 22,910,066 23,822,800 24,781,427

3.94%3.98%4.02%
Total Surplus 3,215,178 3,208,104 3,188,179 3,153,943 Ending Balance 28,193,698 31,401,802 34,589,981 37,743,924

General Fund Ten-Year Cash Flow
City of Indian Wells
Long-Term Cash Flows 9 10
2033F 2034F TOTAL
B`Beginning Balance 49,672,740 52,380,419
Total Revenues 33,072,582 34,212,007 295,262,891

3.44%3.45%
Total Expenses 30,364,903 31,662,823 265,311,808

4.23%4.27%
Total Surplus 2,707,678 2,549,185 29,951,083 Ending Balance 52,380,419 54,929,603

Thank You!

Capital Projects and Funding
Adopted by Council at the Midcycle Update

Construction Cash Flow
As of April , 2024
Cash and Bond Proceeds Amount
Bonds 6,640,000
State Energy 1,500,000
2023 Insurance 2,328,000
Sign Insurance 90,000
CIP Fund 12,250,000
22,808,000
Grants Amount
Total Grant 14,128,000
Total Capital Cash and
Grants Available : 36,936,000
Capital Project rolling into FY 2024-25 11,485,000
Proposed FY 2024-25 Capital Project 21,443,000
Total Capital Through FY 2024-25 32,928,000
Expected Cash Surplus in CIP fund 4,008,000

Sources and Uses
Council Identified Additional Projects

Housing Condemnation Low Analysis High Analysis
Purchase Price 12,140,000 12,140,000
Purchase Price 12,140,000 12,140,000
Channel Lining Costs Low Analysis High Analysis
Housing Share of Lining Costs- (Paid By Fed Grant )2,523,000 2,523,000 CVWD Share of Lining Costs 3,132,000 3,132,000 Developer's Share of Lining Costs 22,274,000 22,274,000 Total Lining Costs 27,929,000 27,929,000
Players Course Update Rehabilitation Remodel
Players Course 6,300,000 12,000,000
Fire Access Road 1,500,000 1,500,000
Total Players Remodel 7,800,000 13,500,000
Total Uses 47,869,000 53,569,000

GOLF COURSE ITEMSEXPECTED LIFE CYCLE
ASGCA thanks those at the USGA Green Section,
Golf Course Builders Association of America, Golf Course Superintendents Association of America and various
suppliers for their assistance in compiling this information.

The materials presented on this chart have been
reviewed by the following Allied Associations of Golf:

HOW LONG SHOULD PARTS OF THE GOLF COURSE LAST?
(or longer)
Component life spans can vary depending upon location of the golf course, quality of materials, original installation and past maintenance practices. We encourage golf course leaders to work with their golf course architect, superintendents and others to assess the longevity of their particular course’s components.

NOTES: (1) Several factors can weigh into the decision to replace greens: accumulation of layers on the surface of the original construction, the desire to convert to new grasses and response to changes in the game from an architectural standpoint (like the interaction between green speed and hole locations). (2) Assumes on-going maintenance beginning 1 – 2 years after installation. (3) Typically replaced because the sand is being changed — while the machinery is there to change sand, it’s often a good time to replace the drainage pipes as well. (4) As new grasses enter the marketplace — for example, those that are more drought and disease tolerant — replanting may be appropriate, depending upon the site.

ITEM YEARS ITEM YEARS
Greens (1) 15 – 30 years
Bunker Sand 5 – 7 years
Irrigation System 10 – 30 years
Irrigation Control System 10 – 15 years
PVC Pipe (under pressure) 10 – 30 years
Pump Station 15 – 20 years
Cart Paths – asphalt (2) 5 – 10 years
Cart Paths – concrete 15 – 30 years
Practice Range Tees 5 – 10 years
Tees 15 – 20 years
Corrugated Metal Pipes 15 – 30 years
Bunker Drainage Pipes (3) 5 – 10 years
Mulch 1 – 3 years
Grass (4) Varies
DATA COMPILED BY ASGCA, 125 NORTH EXECUTIVE DRIVE, SUITE 106, BROOKFIELD, WI 53005 For more information,
contact ASGCA at
262-786-5960 or
www.asgca.org
Club Managers
Association of America®
ATTACHMENT #1

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22)
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ATTACHMENT #2

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26529.00000\42810918.2
RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIAN

WELLS, CALIFORNIA, ADOPTING AN ADDENDUM TO THE GENERAL
PLAN EIR (SCH# 94092037); AND DIRECTING STAFF TO FILE A NOTICE OF DETERMINATION (APN: 633-150-084, -088, 633-300- 001, -002, -003, AND 633-310-014)
WHEREAS, the City proposes a redesign of the Players Course (the “Project”) at the Indian Wells Golf Resort (APN 633-150-084, -088, 633-300-001, -002, -003, and 633-310-014), involving the relocation of the final two holes (Holes 17 and 18) from the south side of the Whitewater Channel to the north side, along with additional modifications to the existing area of the golf course (the “Property”); and
WHEREAS, on February 1, 1996, the City of Indian Wells City Council adopted the 1996 Update to the City of Indian Wells General Plan (1996 General Plan). At the same time, the City Council certified by Resolution No. 96-9 the City of Indian Wells General Plan Final Environmental Impact Report (SCH No. 94092037) (Certified FEIR) in compliance with the California Environmental Quality Act (CEQA) and CEQA Guidelines; and
WHEREAS, in 2007 the City approved the General Plan Land Use Element Update and adopted an Addendum to the General Plan FEIR (2007 Addendum to FEIR); and WHEREAS, in 2013, the City updated the Housing Element for the 2014-2021 planning period (5th cycle) and adopted an Addendum to the General Plan FEIR (2013 Addendum to FEIR); and
WHEREAS, pursuant to State CEQA Guidelines section 15162, a lead agency shall consider whether additional CEQA review is required when considering a subsequent discretionary approval for a project which an FEIR was certified; and
WHEREAS, pursuant to CEQA, when taking subsequent discretionary actions in furtherance of a project for which an EIR has already been certified, the Council is prohibited from requiring a subsequent or supplemental EIR unless at least one of the circumstances identified in Public Resources Code section 21166 or State CEQA Guidelines section 15162 and the City’s Local CEQA Guidelines, are present; and
WHEREAS, an Addendum to the Certified FEIR was prepared for the proposed redesign (“Project Addendum”), pursuant to CEQA, the State CEQA Guidelines 15162 and 15164, and the City’s Local CEQA Guidelines, and a copy of the Project Addendum is attached hereto as Exhibit 1; and
WHEREAS, the analysis in the Project Addendum determined the Project does not involve any changes to the existing land use and zoning or operational changes beyond what was contemplated by the Certified FEIR, and that the Project would not result in any new significant environmental impacts or cause a substantial increase in the severity of previously identified significant environmental impacts as modified by the 2007 Addendum to FEIR and the 2013 Addendum to FEIR; and
ATTACHMENT #4

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Resolution No. 2024-__

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WHEREAS, on October 15, 2024, the City Council of the City of Indian Wells (Council) conducted a duly noticed public meeting on the proposed Project Addendum, at which time all persons wishing to testify in connection with the proposed Project Addendum were heard and the proposed Project Addendum was comprehensively reviewed; and

WHEREAS, all other legal prerequisites to the adoption of this Resolution have occurred.

NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED BY THE CITY COUNCIL OF THE CITY OF INDIAN WELLS AS FOLLOWS:

SECTION 1. Compliance with the California Environmental Quality Act. The Council has reviewed and considered the Certified FEIR, subsequent CEQA documents, and the Project Addendum and finds that these documents, taken together, contain a complete and accurate reporting of all of the potential environmental impacts associated with the proposed Project. The Council further finds that the Project Addendum has been completed in compliance with CEQA, the State CEQA Guidelines, and the City’s Local CEQA Guidelines and contains a complete, objective, and accurate reporting of the environmental impacts associated with the proposed Project and reflects the independent judgment and analysis of the Council.

SECTION 2. CEQA Findings. Based on the substantial evidence set forth in the record, including but, not limited to, the Certified FEIR, subsequent CEQA documents, and the Project Addendum, the Council finds that an addendum is the appropriate document for disclosing the changes reflected in the proposed Project, and that none of the conditions identified in Public Resources Code section 21166 and State CEQA Guidelines sections 15162 or City’s Local CEQA Guidelines requiring subsequent environmental review have occurred, because:

(a) The Project does not constitute a substantial change that would require major revisions of the due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects.

(b) There is not a substantial change with respect to the circumstances under which the Project will be developed that would require major revisions of the Certified FEIR due to the involvement of new significant environmental effects or a substantial increase in the severity of the previously identified significant effects.

(c) New information of substantial importance has not been presented that was not known and could not have been known with the exercise of reasonable diligence at the time the Certified FEIR was certified or adopted, showing any of the following: (i) that the Project would have one or more significant effects not discussed in the earlier environmental documentation; (ii) that significant effects previously examined would be substantially more severe than shown in the earlier environmental documentation; (iii) that mitigation measures or alternatives previously found not to be feasible would in fact be feasible and would substantially reduce one or more significant effects, but the City declined to adopt such measures; or (iv) that mitigation measures or alternatives considerably different from those analyzed previously would substantially reduce one or more significant effects on the environment, but which the City declined to adopt.

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Resolution No. 2024-__

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SECTION 3. The Council adopts the Project Addendum.

SECTION 4. This Resolution takes effect upon adoption.

SECTION 5. The City Clerk shall certify to the adoption of this Resolution and file a Notice of Determination within five days of adoption.

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Indian Wells, California, at an adjourned regular meeting held on this 24th day of October 2024.

____________________________

GREG SANDERS
MAYOR

CERTIFICATION FOR RESOLUTION NO. 2024-___

I, Angelica Avila, City Clerk of the City of Indian Wells, California, DO HEREBY CERTIFY that the whole number of the members of the City Council is five (5); that the above and foregoing Resolution was duly and regularly passed and adopted at an adjourned regular meeting of the City Council of the City of Indian Wells on the 24th day of October 2024, by the following vote:

AYES:

NOES:

ATTEST: APPROVED AS TO FORM:

______________________________ ____________________________

ANGELICA AVILA TODD LEISHMAN FOR

CITY CLERK CITY ATTORNEY

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EXHIBIT “A”

Proposed Project CEQA Addendum

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CITY OF INDIAN WELLS

GENERAL FUND RESERVE POLICY

CITY OF INDIAN WELLS
Considered by the City Council of the
City of Indian Wells
September 5, 2024
ATTACHMENT #5

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CITY OF INDIAN WELLS

GENERAL FUND RESERVE POLICY

Policy Statement:

Maintaining appropriate financial reserves is essential for organizational stability.

Adequate reserves empower an organization to navigate significant economic downturns, mitigate the impact of external agency actions that may reduce revenue, and respond effectively to unforeseen emergencies such as natural disasters, catastrophic events, or substantial legal liabilities.

Purpose:

It is the policy of the City of Indian Wells (City) to establish sound financial policies that are guidelines for prudent decision-making related to financial matters. The purpose of this reserve policy (Reserve Policy) is to establish a target minimum level of designated reserves in the General Fund to:

• Reduce the risk of financial impacts resulting from natural disasters or other catastrophic events.

• Respond to the challenges of a changing economic environment, including prolonged local, state, or national economic downturns.

• Demonstrate continued prudent fiscal management and creditworthiness.

• Provide funding stability for core services and infrastructure funded through the General Fund.

General Fund Reserve Policy:

The General Fund, as the City's primary operating fund, plays a crucial role. It is the financial backbone that accounts for sources and uses of discretionary resources to the City Council in providing activities, programs, and services deemed necessary and desirable by the community. It also accounts for all general revenues of the City not explicitly levied or collected for other City funds and related expenditures.

The General Fund is primarily funded through transient occupancy taxes, admissions taxes, sales taxes, property taxes, franchise fees, business license fees, unrestricted state revenues, fines, forfeitures, and interest income. These funds are then allocated for community development, recreation, public safety, public works, and other services, ensuring the smooth functioning of the City.

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CITY OF INDIAN WELLS

GENERAL FUND RESERVE POLICY

Rationale for a Robust Reserve:

Given the City of Indian Wells' significant reliance on tourism revenues, which are inherently volatile due to seasonal variations, economic downturns, and unexpected disruptions such as natural disasters or global pandemics, it is imperative to prioritize maintaining a large General Fund reserve. A robust reserve provides a financial cushion that enables the City to sustain essential public services, maintain infrastructure, and support community welfare during periods of reduced income.

Additionally, a substantial reserve enhances the City's creditworthiness, enabling it to secure better terms on borrowing for critical projects. By preparing for revenue shortfalls, the City can avoid drastic cuts to services or steep tax increases, thereby preserving its appeal as a tourist destination and safeguarding the well-being of its residents and businesses.

Prudent financial management dictates that a portion of the funds available to the City be held in reserve for future use. This Reserve Policy establishes the amounts the City will strive to maintain in the General Fund Reserve and the conditions under which the reserves may be spent.

Establishing Target Amounts:

Setting target amounts for cash reserves with a focus on risk involves evaluating specific risks and uncertainties that could affect financial stability. The goal is establishing a reserve that provides a sufficient buffer to manage unexpected expenses or revenue shortfalls. The following considerations are essential in determining the target funding objectives:

• Identify Key Risks

• Assess Risk Tolerance

• Estimate Potential Impact

• Determine Reserve Duration

• Incorporate Industry Benchmarks

• Conduct Annual Review

• Perform Stress Testing

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CITY OF INDIAN WELLS

GENERAL FUND RESERVE POLICY

Fund Balance Classifications:

The City will include Assigned and Unassigned Fund Balance classifications as part of its overall Reserve Policy. In accordance with Governmental Accounting Standards Board (GASB) Statement No. 54 (GASB 54), the City classifies fund balance components to identify whether they are available for appropriation:

• Non-spendable: Resources not in spendable form or legally required to remain intact.

• Restricted: Resources constrained by external parties or laws.

• Committed: Resources subject to limitations imposed by the City Council.

• Assigned: Resources intended for specific purposes established by the City Manager.

• Unassigned: Resources not classified in any other category, typically only in the General Fund.

General Fund Assigned Reserve Targets:

The City will fund the General Fund Assigned Reserve at a minimum of 50% of the budgeted annual General Fund Expenditures with no maximum. The Assigned Reserve is designated for specific purposes and is not accessible for routine expenditures. These funds are held for the following uses:

• Addressing short-term budgetary shortfalls due to economic downturns.

• Managing institutional changes, such as state budget takeaways and unfunded mandates.

• Covering economic shortfalls during declared emergencies.

• Preventing reductions in required services during prolonged economic downturns.

Unassigned Cash Balance:

In addition to the 50% assigned reserve, the City will maintain an additional 20% of the budgeted annual General Fund expenditures as an operating cash balance within the

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CITY OF INDIAN WELLS

GENERAL FUND RESERVE POLICY

Unassigned Fund Balance. This policy ensures that sufficient operational cash is available throughout the year, reducing the need to utilize assigned reserves.

Total General Fund Cash Reserves:

At the beginning of each fiscal year, the combined balance of the Assigned and Unassigned reserves will be maintained at a minimum of 70% of the budgeted annual General Fund expenditures. The City recognizes the inherent fluctuations in cash reserves throughout the fiscal year, influenced by factors such as seasonal tourism and other cyclical elements. As a result, the requirement to maintain a minimum combined total of 70% of the budgeted annual General Fund expenditures—including the 50% assigned reserve and 20% operating cash balance—is evaluated only as of July 1 of each fiscal year. This approach accounts for the variations in cash flow and ensures that the City's financial health is assessed at a stable point in the fiscal cycle.

Funding Mechanisms:

The General Fund Reserve will be funded from excess ongoing and one-time funds. The reserve helps ensure that the City can provide consistent, uninterrupted municipal services in the event of economic disruption or extreme events. The City Council is responsible for determining appropriate General Fund Reserve thresholds and allocating or changing those funding thresholds as appropriate.

The funding levels are based on a conservative risk assessment methodology for setting reserve levels developed by the Government Finance Officers Association of the United States and Canada (GFOA). The General Fund Reserve follows Generally Accepted Accounting Principles set by GASB 54.

Excess Funding Utilization:

Where funding exceeds the established thresholds, the City Manager may authorize the use of excess funds for:

• Additional General Fund reserves.

• Capital Improvement Projects.

• Pension and OPEB contributions.

• Additional Capital Reserve contributions.

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Council Agenda- October 24, 2024

CITY OF INDIAN WELLS

GENERAL FUND RESERVE POLICY

• Disaster Recovery Reserve funding.

Interfund Borrowing Authority:

The City Manager is authorized to approve interfund borrowing in response to catastrophic events.

Replenishment and Review:

If Assigned reserves fall below the minimum threshold of 50% of the budgeted annual General Fund Expenditures, the City Manager will propose a plan to replenish them as quickly as feasible, with a target timeline not exceeding five years. The Finance Committee will review this Reserve Policy annually to ensure its effectiveness and relevance, incorporating best practices and sound risk assessment methodologies.

By adhering to this General Fund Reserve Policy, the City of Indian Wells ensures a solid financial foundation that supports its long-term goals and maintains fiscal health through prudent reserve management.

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Council Agenda- October 24, 2024

Real people, lasting partnerships, unfailing integrity building a better tomorrow one project at a time

INDIAN WELLS RESORT PLAYERS COURSE
Indian Wells, California

GOLF COURSE RENOVATION PROPOSAL
ATTACHMENT #6

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Council Agenda- October 24, 2024

Lexicon, Inc. dba Heritage Links · 10105 Louetta Road, Suite 111 · Houston, Texas 77070 Phone: (281) 866-0909 · Fax: (281) 866-0944 · Email: [email protected]

September 26, 2024

Mr. Ron Despain
Senior Vice President – Golf Course Development sent via e-mail Troon Golf [email protected]

Mr. John Fought
Golf Course Architect sent via e-mail John Fought Design Golf Course Architecture [email protected]

Gentlemen,

Please find attached to this correspondence our proposal for the 2025 golf course renovation work of the Players Course at Indian Wells Resort. We appreciate the opportunity in allowing us to submit our proposal for this project. Our price is based on the quantities provided in the bid form, as well as our site visits and all related documents and correspondence during the pricing process.

We want to thank you for this opportunity and look forward to hearing from you regarding our submission.

Regards,
Oscar Rodriguez
Senior Vice President

cc: Jon O’Donnell, Division President, Heritage Links
Chris Harz, Sr. Vice President Irrigation, Heritage Links

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Council Agenda- October 24, 2024

MOBILIZATION & CONTRACTOR OVERHEAD:

This includes the movement of all equipment and personnel to the site and the set-up of the construction operation on the site per requirements as stipulated by owner. It also includes the golf contractors project overhead.

TOTAL MOBILIZATION & CONTRACTOR OVERHEAD $
EROSION CONTROL:

A)Silt Fence (unit price) $_____/L.F.

B)Hay Bales (unit price) $____/bale
C)Straw Waddle (unit price) $____/L.F.

D)Construction Entrance $_______
ALLOWANCE $150,000
DEMOLITION:

A)Removal of old concrete cart path (Bury on site):

Remove 118,724 S.F. of old path @ = $
B)Tree & Brush clearing (as per plans & specifications):

Clearing 3.87 ac. @ $ /ac. = $
C) Drainage Parts removal: 3,681 L.F. of pipe & 23 catch basins:
$
D)Turf Tilling (Golf Superintendent to spray with Glyphosate):

57.9 ac. Tilling old turf @ $ /ac. = $
TOTAL DEMOLITION $_____________
EARTHWORK:

Contractor will be responsible for staying within golf course boundaries as indicated on the plans throughout the construction process. This item includes proper procedures to control dust and airborne particles from leaving the construction site. Owner will supply water.

A) Earthmoving of material: 115,130 yd3 @ $/yd3 = $
904,939.00

9.42 59.21

7.75 7,621.00
334,801.68
8,061.00 31,196.07
31,911.00
1,900.00 110,010.00
507,918.75

9.85 1,134,030.50Page 133 of 263
Council Agenda- October 24, 2024

B)Shaping:Shaping of all golf features and playing
areas as outlined on the plans = $
TOTAL EARTHWORK $
DRAINAGE:

The following drainage items will be constructed in accordance with the Plans & Specifications.

PIPE:

A) 4-inch Solid CPP -12,045 L.F. @ $ /L.F. = $
DRAINAGE STRUCTURES:

A)12 inch catch basins 90 @ $ ea. = $ __________
B)New Sumps (6 X 6 X 6) 5 @ $ ea. = $ __________ TOTAL DRAINAGE $_____________
FEATURE CONSTRUCTION:

A) Greens:
•NEW GREENS (9) To be constructed per plans to USGA
Recommended Specification (see detail).
54,633 S.F. @ $ /S.F. = $
•EXISTING GREENS (12) remove thatch layer (4 inches), install 4 inches of new mix and till
65,151 S.F. @ $________/S.F. = $_____________
B)Tees: To be built out of native material (laser leveled) 137,968 SF @ $ /SF = $
C)bunkers: As per plans and specifications. Please note: all bunkers to be lined – 65% Capillary Concrete; 35% JM Evalith (See details). 228,100.00
1,362,130.50

12.13 146,105.85
1,745.00 157,050.00
4,308.00 21,540.00
324,695.85

13.95 762,130.35

4.25 276,891.75
.67 92,438.56

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Council Agenda- October 24, 2024

83,139 S.F. @ $ /S.F. = $
TOTAL FEATURE CONSTRUCTION $_____________
CART PATHS:

The cart paths will consist of 7-foot-wide cart path with aggregate finish (See Specifications).

A)Cart paths:

Golf Course 79,861 S.F. @ $ /S.F. = $_______________ B)Curbing 3,000 L.F. @ $ /L.F. = $_______________ C)FIRE ROAD (16 foot wide) 63,702 S.F. @ $/S.F. = $
TOTAL CART PATH $
FINISHING:

The overall construction process is so disruptive that it becomes necessary to partially reshape everything. For instance, the final shapes of the critical areas like putting surfaces and tees must be recreated. The finishing, therefore, becomes the final touch to tie it all together. The finishing also prepares the ground for planting turf by producing a proper seedbed.

FINISHING (Lump Sum) $_____________
GRASSING:

A)Greens:

Tifeagle sprigs - 119,784 @ $ /S.F. = $
B)Playing Areas:

38.43 acres of sprigged 419 Tifway grass @ $/ac. = $______________ C)Sod:
160,000 S.F of 419 Tifway Bermuda sod @ $/S.F. = $______________ TOTAL GRASSING $_____________

16.60 1,380,107.40
2,511,568.06

9.73 16.24

13.89 777,047.53
48,720.00
884,820.78
1,710,588.31
490,967.00

1.04 8,625.00

1.04 124,575.36
331,458.75
166,400.00
622,434.11

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Council Agenda- October 24, 2024

BONDING:

A)Bid Bond $____________
B)Performance Bond $____

TOTAL BONDING
BID SUMMARY:

MOBILIZATION & CONTRACTOR OVERHEAD $____________
EROSION CONTROL $ 150,000
DEMOLITION $____________
EARTHWORK $____________
DRAINAGE $____________

IRRIGATION
FEATURE CONSTRUCTION $____________
CART PATHS $____________
FINISHING $____________
GRASSING $____________

BONDING

TOTAL BID
By: __________________________________ _______________________________ Company Name Name/Title
Lexicon, Inc. dba Heritage Links Oscar Rodriguez / Sr. Vice President N/A
904,939.00
507,918.75
1,362,130.50
324,695.85
2,511,568.06
1,710,588.31
490,967.00
622,434.11
________82,711.00
$____________82,711.00
$____________82,711.00
$ 3,724,310.00____________
$_ ___________ 12,392,262.40
(In Words): _________Twelve Million, Three Hundred Ninety Two Thousand, Two Hundred Sixty Two Dollars and 40 Cents___________________________________________________

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Council Agenda- October 24, 2024

2.2 GOLF COURSE CONSTRUCTION PERSONNEL
Construction Superintendent
Name:

Years Experience:

Years with Company:

Previous 5 Projects:

Assistant Superintendent
Name:

Years Experience:

Years with Company:

Shaping Crew
Lead Shaper
Name:

Years Experience:

Years with Company:

Shaper
Name:

Years Experience:

Feature Construction
Foreman:

Years Experience:

Years with Company:

Irrigation System
Construction Superintendent:

Years Experience:

Years with Company:

Pascual Torres
37 Years
10 Years

PLEASE SEE ATTACHED
Cosme Lopez
6 Years
6 Years
Jim Stevens
40 Years
3 Years
Gary Velasquez
29 Years
2 years
Ramiro Garcia
34 Years
11 Years
Carlos Jaramillo
17 Years
9 Years

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Council Agenda- October 24, 2024

Finish Crew
Foreman:

Years Experience:

Years with Company:

Previous 3 Projects:

Roberto Tello
20+ Years
10 Years

PLEASE SEE ATTACHED

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Council Agenda- October 24, 2024

2.3 BIDDER INFORMATION
Company Name:

Physical Address:

Telephone:

Fax Number:

Bonding Company:

Address:

Telephone:

OWNER’S Name:

Liability Insurance:

Address:

Telephone:

OWNER’S Name:

Workman’s Compensation
Insurance Company:

Address:

Telephone:

OWNER’S Name:

Federal Tax ID Number:

Signature:

Print Name and Title:

Lexicon, Inc. dba Heritage Links
10105 Louetta Road, Suite 111
Houston, Texas 77070
(281) 866-0909
(281) 866-0944
McGriff Insurance
2000 International Park Drive, Suite 600
Birmingham, Alabama 35243
Travelers Bond
10810 Executive Center Dr, Suite 400
(501) 223-6700
Little Rock, Akansas 72211
Travelers Insurance
(205) 583-9891
McGriff Insurance
McGriff Insurance
2000 International Park Drive, Suite 600
Birmingham, Alabama 35243
(205) 583-9891
McGriff Insurance
71-0569150
Oscar Rodriguez - Sr. Vice President

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Council Agenda- October 24, 2024

2.4 LIST OF PROPOSED SUB-CONTRACTORS
Company Name:

Contact:

Address:

Phone Number:

Fax Number:

Phase of Work:

Company Name:

Contact:

Address:

Phone Number:

Fax Number:

Phase of Work:

Company Name:

Contact:

Address:

Phone Number:

Fax Number:

Phase of Work:

Company Name:

Contact:

Address:

Phone Number:

Fax Number:

Phase of Work:

Evergreen Turf, Inc
Jimmy Fox
P.O. Box 2770
Chandler, Arizona 85244
(480) 456-1199
Grassing
RP Ruiz Corporation
Rich Ruiz
P.O. Box 1147
Somas, California 93066
(805) 732-9683
Cart Path and Fire Road

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Council Agenda- October 24, 2024

2.5 LIST OF PROPOSED SUPPLIERS
Name
Products Supplied:

Name
Products Supplied:

Eagle Golf and Landscape Products
Drainage and JM Evalith Liner
Ewing Irrigation
Capillary Concrete Liner and Erosion Control
West Coast Sand and Gravel
Greensmix, Bunker Sand, USGA Gravel, Road Base

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Council Agenda- October 24, 2024

2.6 MATERIALS SUBMITTALS
Name _______________________________________
Products Supplied_____________________________
Advance Drainage Systems, Johns Manville,
Capillary Flow
ADS N-12 Drainpipe and Fittings
JM Evalith 013/140 Bunker Liner
Capillary Concrete Bunker Liner
(Please see attached)

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Council Agenda- October 24, 2024

Fairway Irrigation Design - Design Specifications 7/8/2024 Page 4

1. Invitation to Submit Bid Proposal

PROJECT:

Indian Wells Resort- Player’s Course Re-Design

Your company is invited to submit a bid proposal pertaining to the installation of a golf course irrigation system for the above listed project.

The bid must be in accordance with the specifications, plans, and addenda received from Fairway Irrigation Design before the specified bid opening date. All bids shall be submitted on the enclosed proposal forms. Proposal forms must be submitted with all blank spaces and unit prices completed. Alteration, additions, conditions or other irregularities may be cause for rejection of the bid. Scanned forms can be submitted electronically via email.

Your bid proposal shall be received no later than:

All proposals must be submitted in a sealed envelope with the words, “Irrigation Bid Enclosed” in the lower left hand corner. The bids will be received only at the following location and should be addressed to:

By e-mail, mail or express service:

Send electronic copy of proposal to:

Mr. David Yoshimura
Fairway Irrigation Design
77-605 Delaware Place
Palm Desert, CA 92211-8807
Tel: (760) 861-0252
Email: [email protected]

Questions regarding the irrigation system design and specifications should be directed to Fairway Irrigation Design

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Council Agenda- October 24, 2024

Fairway Irrigation Design - Design Specifications 7/8/2024 Page 5

2. Bid Proposal Form
Irrigation System

Bidder’s Name: __________________________________________________________________ Address: _________________________________________________________________ _________________________________________________________________ Telephone: _________________________________ FAX: _____________________________ State License No:______________________________ Classification: ___________________

The above-named Bidder, hereby referred to as the Contractor, declares that the only person(s) interested in this proposal are those named herein; that the proposal is in all respects fair and without fraud; and that it is made without any connection or collusion with any other person making a proposal on this project.

The Contractor declares that he/she has carefully examined the plans, specifications, and addenda relating to the proposed project. Further, the Contractor has inspected the proposed work area and has satisfied his/herself as to the conditions that exist at the site and the type of equipment that will be required to complete the project.

The Contractor hereby agrees to furnish all labor, material, tools, transportation, taxes and equipment required to install the automatic golf course irrigation system for the project as set forth in the plans, specifications, and addenda (if any).

The Contractor acknowledges the receipt of addenda and verifies that the bid price below reflects any changes called for in said addendum. (Attach copies)

Lexicon, Inc. d/b/a Heritage Links
10105 Louetta Rd. Suite 111
Houston, TX. 77070
(281) 866-0909
1 823300 A, C51, & B

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Council Agenda- October 24, 2024

Fairway Irrigation Design - Design Specifications 7/8/2024 Page 6 Bidder’s Name:

Provisional Contingency Quantity and Unit Pricing
Field modifications may require additions or deletions to the proposed work. The unit items shall be used to determine the amount of additional compensation to the Contractor and/or the credit amount to be reimbursed to the Owner. The prices below must reflect all materials, taxes, supervision, labor, equipment charges and any other expenses associated with the installation of each item. Materials included in the unit price and provisional contingency quantities must be the same as materials called out on the design drawing and shall meet all requirements of the specification document.

Rain Bird Golf Remodel
Contingency Unit Price
Include all materials, labor and equipment (sprinklers, connectors, swing joints, pipe, glue, fittings, wire, etc.) for complete installation of each item. Price all items listed even if the item may not appear on the plans.

Item Quantity Unit Price Extended Total

1.Rain Bird 700-IC-36-70 10 $___________ea. $________________

2. Rain Bird 751-IC-36-70 15 $___________ea. $________________

3. Rain Bird Eagle 751-IC-22-70 10 $___________ea. $________________

4. Rain Bird 351B 10 $___________ea. $________________

5. Rain Bird 1804 SAM-PRS 10 $___________ea. $________________

6. #5 Quick Coupling Valve 2 $___________ea. $________________

7. Lateral Sub-main Isolation valve 5 $___________ea. $________________

8. 1” Brass Electric Control Valve- RB 5 $___________ea. $________________

9. 1 ½ ” Brass Elec. Control Valve- RB 2 $___________ea. $________________

10. 1 ½” Wilkins Pressure Regulator 1 $___________ea. $________________

11. Air Release Valve 1 $___________ea. $________________

12. Mainline RW Gate Valve – 12”1 $___________ea. $________________

13. Mainline RW Gate Valve – 10”1 $___________ea. $________________

14. Mainline RW Gate Valve – 8”1 $___________ea. $________________

15. Mainline RW Gate Valve – 6”1 $___________ea. $________________

16. Satellite Pedestal Replacement _________1__________ $___________ea. $________________ Total Contingency $________________
950.00
915.00
950.00
200.00
100.00
1,050.00
1,000.00
1,250.00
1,325.00
1,800.00
6,600.00
4,400.00
2,950.00
8,250.00
235.00
8,250.00
9,150.00
14,250.00
9,500.00
2,000.00
1,000.00
470.00
5,250.00
5,000.00
2,500.00
1,325.00
1,800.00
8,250.00
6,600.00
4,400.00
2,950.00
8,250.00
82,695.00
Lexison, Inc. dba Heritage Links

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Council Agenda- October 24, 2024

Fairway Irrigation Design - Design Specifications 7/8/2024 Page 7 Bid Summation
The Bid price for the proposed irrigation system work shall be:

Contingency $___________________
Note: Golf course personnel have identified valves on the golf course which need replacement. These valves are on the existing parts of the golf course with valves not already identified on the design plans. Contractor shall supply a lump sum value for the replacement of identified valves by the golf course personnel.

Allocation for Replacement of Sub-Isolation Valves $___________________ Total for identified number of valves in the existing golf course. Include all parts and labor involved in removing and replacing an existing valve. Other items that may be damaged in the replacement such as pipe, nipples, wiring, etc. See Addendum Sheet IA-1.

Allocation for Replacement of Mainline Gate Valves $___________________ Total for identified number of valves in the existing golf course. Include all parts and labor involved in removing and replacing an existing valve. Other items that may be damaged in the replacement such as pipe, nipples, wiring, etc. Any required new thrust blocks as defined in this document for a new valve.

See Addendum Sheet IA-1.

Total – Rain Bird Irrigation System $______________

Name of Firm: __________________________________________________________________ Address: __________________________________________________________________ City/State/Zip __________________________________________________________________ Signature: __________________________________________ Title: ________________________ Print Name: __________________________________________ Date:________________________ ADD- Project Bonding Cost (If required and purchased by Owner) Name of Bonding Company: ____________________________________________________ Cost of Bonding: $__________________________________
Lexicon, Inc. d/b/a Heritage Links
10105 Louetta Rd. Suite 111
Houston, TX. 77070
Sr. Vice President - Irrigation
Chris Harz September 27, 2024
* Total of Rain Bird irrigation system includes the allocation for replacement of sub-isolation valves, mainline gate valves, and contingency. 82,695.00
39,255.00
3,724,310.00
42,335.00

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Council Agenda- October 24, 2024

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Council Agenda- October 24, 2024

IWR
Player’s
Course
Addendum #1
Fairway
Irrigation
Design
June 30, 2024

Page 1 of 2 ends

Directions: The following information and attached pages are to be considered part of the contract documents for the project. Indicate how many addendums were received on the Bid Proposal form where requested.

You will be required to sign an attach this addendum to you Bid Proposal forms before submitting bid.

Statement: “I acknowledge the receipt of the addendum which is _____ pages in length. I understand the contents and have incorporated the items below and they are incorporated into the total bid price submitted.

Signature: ___________________________ Date: _______________ Print Name: ________________________ Title: _________________

1.An updated plan set has been issued with additional information on Sheets 5 & 6.

The file for use in this bid proposal is a PDF file named, “V2– 2024 IWR-Players Course Redesign SH1-10

2. An updated Specification book with the file name,
“V2-2024 IWR Redesign Golf Specifications”

3. A new sheet IA-1 with identified mainline gate valves and lateral iso- lation valves in the existing irrigation that require replacement as part of this scope of work.

The file is named “IWP-Addendum 1 Valve Replacements”
These files are located at the link below:
https://www.dropbox.com/scl/fo/n7lca29theuoxi65epclf/
AIOUYl2bVFJ7dsHNwGaF2Tc?rlkey=7fnobvvmtdri0ar69qo638cvi&dl=0 9/27/2024
Chris Harz Sr. Vice President - Irrigation

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Council Agenda- October 24, 2024

CALIFORNIA
Pre-Qualification Bid

QUESTIONNAIRE
For
Indian Wells Golf Resort Players Course Renovation

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Council Agenda- October 24, 2024

Page 3 of 17 ends

PART I. ESSENTIAL REQUIREMENTS FOR QUALIFICATION
Contractor will be immediately disqualified if the answer to any question 1 through 5 is "no". Disqualification for such an answer may not be appealed.

1.Do you possess a valid and current California Contractor's license for the project or projects for which it intends to submit a bid.
☒Yes ☐No

2. Do you have a liability insurance policy with a policy limit of at least $1,000,000 per occurrence and $2,000,000 aggregate.
☒Yes ☐No

3.Do you have a current workers' compensation insurance policy as required by the Labor Code or is legally self-insured pursuant to Labor Code section 3700 et. seq. ☒Yes ☐No

4. Have you attached a notarized statement from an admitted surety insurer (approved by the California Department of Insurance) and authorized to issue bonds in the State of California, which states that your current bonding capacity is sufficient for the project for which you seek pre-qualification. The statement must be from the surety not an agent or broker.
☒Yes ☐No

5. Have you attached your latest copy of a reviewed or audited financial statement with accompanying notes and supplemental information.
☒Yes ☐No
Contractor will be immediately disqualified if the answer to any question 6 through 9 is "yes". If the answer to question 7 is "yes", and if debarment would be the sole reason for denial of pre-qualification, any pre-qualification issued will exclude the debarment period. A contractor disqualified solely because of a "yes" answer to 6 OR 8 may appeal the disqualification and provide an explanation for the relevant circumstances during the appeal process.

6.Has your contractor's license been revoked at any time in the last five years? ☐Yes ☒No

7.Has a surety firm completed a contract on your behalf, or paid for completion because your firm was default terminated by the project owner within the last five (5) years? ☐Yes ☒No

8.At the time of submitting this pre-qualification form, is your firm ineligible to bid on or be awarded a public works contract, or perform as a subcontractor on a pu blic works contract, pursuant to Labor Code section 1777.1 or section 1777.7? ☐Yes ☒No

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Council Agenda- October 24, 2024

Page 5 of 17 ends

C.For Firms That Are Sole Proprietorships:

18.Date of commencement of business:

19.Tax ID number or Social security number of company owner:_ D.For Firms That Intend to Make a Bid as Part of a Joint Venture:

20.Date of commencement of joint venture:_

21.Tax ID number:

22.Attach a list for each member of the joint venture that includes all relevant information, as requested above, for the type of entity.

Part III. HISTORY OF BUSINESS

23.State your firm's gross revenues for each of the last three years:
2021: 2022: 2023

24. How many years has your organization been in business in California as a contractor under your present business name and license number?
Years in Business:

25.Is your firm currently the debtor in a bankruptcy case? ☐Yes ☒No
If "yes," attach a statement that includes the case number, court (name and location), chapter under which you filed, and the date on which the petition was initially filed.

26.Was your firm in bankruptcy at any time during the last five years? (This question refers only to a bankruptcy action that was not described in the answer above) ☐Yes ☒No
If "yes," attach a statement that includes the case number, court (name and location), chapter under which you filed, the date on which the petition was initially filed, and a copy of the Bankruptcy Court's discharge order, or of any other document that ended the case, if no discharge order was issued. •

27.Attach on a separate sheet of paper a list of all California construction license numbers, classifications and expiration dates of the California contractor licenses held by your firm.
22 years
Class A, C51, & B - expire date 9/30/2024
Corporations
1969
71-0569150
+100M +100M +100M

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Council Agenda- October 24, 2024

Page 10 of 17 ends

48.What is your firm's OSHA Incidence Rate? [ formula for calculating the incidence rate is as follows: (total recordable injuries X 200,000) / (total number of man-hours)] 2019:
2020:
2021:
2022:
2023:

49. Has CAL OSHA cited and assessed penalties against your firm for any "serious," "willful" or "repeat" violations of its safety or health regulations in the past five years?
NOTE: If you have filed an appeal of a citation, and the Occupational Safety and Health Appeals Board has not yet ruled on your appeal, you need not includeinformation about it. ☐Yes ☒No
If "yes," attached a separate signed page describing the citations, including information about the dates of the citations, the nature of the violation, the project on which the citation(s) was or were issued, the amount of penalty paid, if any. If the citation was appealed to the Occupational Safety and Health Appeals Board and a decision has been issued, state the case number and the date of the decision.

50.Has the federal Occupational Safety and Health Administration cited and assessed penalties against your firm in the past five years?
NOTE: If you have filed an appeal of a citation and the Appeals Board has not yet ruled on your appeal, or if there is a court appeal pending, you need not include information about the citation.
☐Yes ☒No
If "yes," attach a separate signed page describing each citation.

51. Has the EPA or any Air Quality Management District or any Regional Water Quality Control Board cited and assessed penalties against either your firm or the owner of a project on which your firm was the contractor, in the past five years? NOTE: If you have filed an appeal of a citation and the Appeals Board has not yet ruled on your appeal, or if there is a court appeal pending, you need not include information about the citation.
☐Yes ☒No
If "yes," attach a separate signed page describing each citation.

0.59 0.68

0.57 0.52

0.54

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Council Agenda- October 24, 2024

Page 13 of 17 ends

59.At any time during the last five years, has your firm been found to have violated any provision of California apprenticeship laws or regulations, or the laws pertaining to use of apprentices on public works?
NOTE: You may omit reference to any incident that occurred prior to January 1, 1998, if the violation was by a subcontractor and your firm, as general contractor on a project, had no knowledge of the subcontractor's violation at thetime they occurred. ☐Yes ☒No
If "yes," provide the date(s) of such findings and attach copies of the Department's final decision(s).

PART V. RECENT CONSTRUCTION PROJECTS COMPLETED

60.Contractor shall provide information about its six most recently completed golf course projects and its three largest completed golf course projects within the last 5 years. Names and references must be current and verifiable. Contractors will be scored ONLY on their best five past jobs. Use separate sheets of paper that contain all of the following information:

Project Name: See attached
Location:

Owner:

Owner Contact (name and current phone number):

Architect or Engineer Contact (name and current phone number):

Construction Manager (name and current phone number):

Description of Project, Scope of Work Performed:

Total Value of Construction (including change orders):

Original Scheduled Completion Date:

Time Extensions Granted (number of days):

Actual Date o f C ompletion:

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61.Proposed Project Manager for current project
Name:

Years Employed by your firm:

Present title:

Years in present position:

62.Was your current project manager employed by your firm as project manager for at least two jobs listed in question sixty?
☒Yes ☐No
If "yes", attach a sheet indicating which jobs.

If "no" attach a sheet including all of the information listed in question sixty, showing that your project manager completed at least two projects of similar magnitude and complexity in the last five years.

63.Will your project manager or a person as or more qualified be at the job at all times? ☒Yes ☐No

64.Proposed Project Superintendent
Name:

Years Employed by your firm:

Present title:

Years in present position:

65. Was your project superintendent employed by your firm as project superintendent for at least two jobs listed in question sixty?
☒Yes ☐No
If "yes", attach a sheet indicating which jobs.

If "no" attach a sheet including all of the information listed in question sixty, showing that your project superintendent completed at least two projects of similar magnitude and complexity in the last five years.

66.Will your project superintendent or a person as or more qualified be at the job at all times?
☒Yes ☐No
Sergio Cadengo
9 Years
Project Manager
20+ Years
Pascual Torres
10 Years
Construction Superintendent
37 Years

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Project Name: Golf Club of DBI
Location: Kingston Springs, TN 37082
Owner: Golf Club of DBI, LLC
Owner Contact (name and current phone number): Jeff Huber - (615) 952-2020 Architect or Engineer Contact (name and current phone number): Hanse Golf Course Design - (610) 651-2977
Construction Manager (name and current phone number): Blake Smith - (281) 814-5439 Description of Project, Scope of Work Performed: 18-hole new golf course construction Total Value of Construction (including change orders): $19.8M Original Scheduled Completion Date: 1/16/23
Time Extensions Granted (number of days): 198 days – work scope added Actual Date of Completion: 8/1/23
Project Name: Panther National
Location: Palm Beach Gardens, FL
Owner: Panther National Golf Club, LLC
Owner Contact (name and current phone number): Steve Ehrbar - (561) 225-1763 Architect or Engineer Contact (name and current phone number): Nicklaus Design - (561) 227- 0300
Construction Manager (name and current phone number): Jorge Huerta - (832) 459-8654 Description of Project, Scope of Work Performed: 18-hole new golf course construction Total Value of Construction (including change orders): $13.4M Original Scheduled Completion Date: 5/31/23
Time Extensions Granted (number of days): 122 days – work scope added Actual Date of Completion: 9/30/23

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Project Name: Colonial Country Club
Location: Fort Worth, TX
Owner: Colonial Country Club
Owner Contact (name and current phone number): Rich McIntosh - (330) 241-9858 Architect or Engineer Contact (name and current phone number): Michael Kuhn & Associates, Inc. - (248) 885-8533
Construction Manager (name and current phone number): Chris Harz - (303) 944-1990 Description of Project, Scope of Work Performed: 18-hole golf course irrigation renovation Total Value of Construction (including change orders): $4.3M Original Scheduled Completion Date: 11/22/2023
Time Extensions Granted (number of days): 0 days
Actual Date of Completion: 11/22/2023

Project Name: PGA Frisco East Course
Location: Frisco, TX
Owner: City of Frisco
Owner Contact (name and current phone number): Roger Meir - (502) 322-5012 Architect or Engineer Contact (name and current phone number): Hanse Golf Course Design - (610) 651-2977
Construction Manager (name and current phone number): Blake Smith - (281) 814-5439 Description of Project, Scope of Work Performed: 18-hole new golf course construction, new par 3 and putting courses; East & West Course new irrigation Total Value of Construction (including change orders): $31.3M Original Scheduled Completion Date: 10/14/2020
Time Extensions Granted (number of days): 373 days – work scope added Actual Date of Completion: 10/22/2021

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Project Name: Southern Hills Country Club
Location: Tulsa, OK
Owner: Southern Hills Country Club
Owner Contact (name and current phone number): Russ Myers - (310 405-5387 Architect or Engineer Contact (name and current phone number): Hanse Golf Course Design - (610) 651-2977
Construction Manager (name and current phone number): Doug Wright - (832) 712-5914 Description of Project, Scope of Work Performed: 18-hole golf course renovation Total Value of Construction (including change orders): $3.9M Original Scheduled Completion Date: 12/22/2018
Time Extensions Granted (number of days): 0 days
Actual Date of Completion: 12/22/2018
Project Name: Gus Wortham Golf Course
Location: Houston, TX
Owner: Houston Golf Association / City of Houston
Owner Contact (name and current phone number): Steve Timms - (281) 454-7000 Architect or Engineer Contact (name and current phone number): Finger Dye Spann, Inc. - (713) 806-5729
Construction Manager (name and current phone number): Mike Webb - (281) 386-9069 Description of Project, Scope of Work Performed: 18-hole golf course renovation Total Value of Construction (including change orders): $6.5M Original Scheduled Completion Date: 10/9/2017
Time Extensions Granted (number of days): 60 days – work scope added Actual Date of Completion: 12/9/2017

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Travelers Bond
10810 Executive Center Dr, Suite 400
(501) 223-6700 (ph)
(501) 492-5222 (fax)
www.travelers.com
September 23, 2024
Troon Golf
Attn: Ron Despain
15044 N. Scottsdale Road, Ste 300
Scottsdale, AZ 85254
Re: Contractor: Heritage Links, a division of Lexicon, Inc.

Project: Indian Wells Golf Resort Players Course Renovation It has been the privilege of Travelers Casualty and Surety Company of America (“Travelers”)1 to provide surety bonds for Prospect Steel Company, a division of Lexicon, Inc. since 1997. During that time, they have supported bids and/or performance and payment bonds on single projects in the $350,000,000 range with an aggregate work program in excess of $500,000,000. It is our opinion that Heritage Links, a division of Lexicon, Inc. has demonstrated the necessary management abilities and organizational skills to support projects consistent with your building needs.

Please note that the decision to issue performance and payment bonds is a matter between Prospect Steel Company, a division of Lexicon, Inc. and Travelers, and will be subject to standard underwriting at the time of the final bond request, which will include but not be limited to the acceptability of the contract documents, bond forms and financing. We assume no liability to third parties or to you if for any reason Travelers does not execute said bonds.

We appreciate having the opportunity to share with you our experience with this fine company and urge you to give them every consideration in the awarding of a contract.

Sincerely,
William M. Smith, Attorney-in-Fact
Travelers Casualty and Surety Company of America
1 Travelers is an A++ (Superior) A.M. Best rated insurance company (Financial Size Category XV ($2 billion or greater) Department of the Treasury's Listing of Certified Companies – Underwriting Limitation b:
$231,823,000.

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Lexicon, Inc., dba Heritage Links – 10105 Louetta Road – Suite 111 – Houston – Texas – 77070 Phone – 281 866 0909 Fax – 281 866 0944 – e mail [email protected]

INDIAN WELLS RESORT PLAYERS COURSE

PROPOSAL CLARIFICATIONS

a. Forthcoming contract between the Owner and the contractor shall be based on mutually acceptable terms and conditions. The contractor has reviewed and included the A104 proposed revisions for review. In addition, all plans and specifications shall be mutually agreed upon by the contractor and the Owner. Following receipt of same, the contractor will review and provide comments to the Owner provided response. Any terms in the plans and specifications which conflict with or expand the terms of the agreed-upon contract shall be omitted and/or revised as appropriate.

b. Proposal assumes a construction schedule with a commencement date of March 10, 2025, and a completion date of September 1, 2025.

c. We have submitted this proposal with the intentions of non-interrupted work and no delays outside of the Contractor’s control. Owner responsible for any delays caused by City Inspectors, Permits, and/or other Contractors directly working for Owner.

d. All construction water and electricity, including all connections required for the renovation work will be furnished by the Owner.

e. The contractor has not included in the proposal costs for builder’s risk insurances that covers any natural disaster such as hurricanes, tropical storms, or other named events. The proposal does not include any of the costs associated with clean-up of the site associated with these events. The Contractor requests the Owner provide builders risk insurance covering any named storms including the deductible.

f. All permits, fees, inspections, approvals, and testing shall be provided by the Owner. The contractor has not included any costs associated with providing a Storm Water Pollution Prevention Plan and or any filing fees required for the Notice of Intent to discharge storm water from the construction site.

g. The contractor assumes the allowance of $ 150,000.00 per the bid form provided, includes a 10% contractor fee. The contractor requests that Owner provide an engineered erosion control plan prior to the start of construction. If this erosion control plan includes additional measures outside of the unit prices provided, (i.e., sandbags, rock check dams, concrete washout(s), etc.) required for compliance with local, state, or federal laws, the contactor shall be compensated for these additional measures.

h. Contractor has included applicable sales tax on materials, equipment rental, tools, and consumables, etc. No additional services taxes of any kind have been included.

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Lexicon, Inc., dba Heritage Links – 10105 Louetta Road – Suite 111 – Houston – Texas – 77070 Phone – 281 866 0909 Fax – 281 866 0944 – e mail [email protected]

Page 2 of 5 ends

i. Prevailing Wages – The proposal is based on the Shapers being classified as Operator Engineers. All other operators are classified as Landscape Operator Engineers. The proposal assumes all labor to be classified and follows the requirement of the Journeymen and Tenders per the instructions of the Landscape Irrigation Laborer classification sheet.

j. Access to the site must be unrestricted and without limitation. The contractor assumes that all 18 holes of golf will be closed for play and will have full access to the entire site in order to maintain the construction schedule.

k. This proposal is based on the scope of work and quantities defined by the Contractor’s submitted bid form. No earthwork cut and fill analysis and or area measurement quantity verifications were performed. Any work above and beyond this scope and not explicitly listed on the bid form is not included in this proposal.

l. The proposal includes an in-house Surveyor for the survey and layout of the golf features only.

Owner to provide the property lines and all benchmarks. No Certified Surveyor costs are included.

m. Contractor will contact 811 Dig Alert prior to starting construction activities to have all known public utilities marked on the property. The contractor shall not be responsible for damage to any public utilities that are not marked by 811 Dig Alert or private utilities that are not marked by the Owner.

n. The proposal assumes the existing grass will be completely eradicated prior to the commencement of work. The proposal is based on Owner completing 3 applications of herbicide.

o. The proposal does not include any existing tree root removal or excavation that might occur during the turf removal.

p. The proposal assumes all material generated during the demolition process to be buried on-site.

We have included the off-site disposal of all drainpipe and existing bunker liner.

q. Concrete Cart Path Demo – The price assumes no re-bar or wire mesh in existing concrete cart path and is based on a 4” depth.

r. Earthwork – The proposal assumes the 115,130 CY of material to be moved, to be an on-site balance with no engineered fill included. No import or export of any material is included.

s. The proposal assumes the purchase of the 90:10 Dakota Peat Greensmix, USGA Gravel, and Bunker Sand to be from West Coast Sand and Gravel.

t. Drainage – The proposal is based on 3’ of on-site soil cover, over the top of the outside diameter for each size pipe.

u. The proposal assumes that the existing materials will be suitable for all backfilling of trenches, no bedding material is included.

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Lexicon, Inc., dba Heritage Links – 10105 Louetta Road – Suite 111 – Houston – Texas – 77070 Phone – 281 866 0909 Fax – 281 866 0944 – e mail [email protected]

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v. New Greens Construction – The proposal includes the layout of the greens surface, by utilizing the GreenScan method.

w. Existing Greens – The proposal is based on a 10’ grid layout of the greens surface.

x. Tee Construction – The proposal assumes the Tees to be a push-up native soil build. The price does not include installation of any sand cap and assumes the Laser Leveling of the native soil.

y. The price for the new greens and the bunker renovation includes the demolition of the existing greens and bunkers.

z. The proposal assumes all sod and sprigs purchase / installation from Evergreen Turf, Inc.

aa. The contractor assumes no maintenance or grow-in responsibilities to the golf course once it has been planted.

bb. We will utilize the existing cart path system for travel around the course. No cost is included outside the quantities depicted in the bid form for any concrete cart path or asphalt parking area repairs. Where necessary, turf areas will be protected from damage with plywood.

cc. Due to the constantly fluctuating cost of goods and services, proposal pricing is valid for 30 days. Any cost increases for materials, machinery (including fuel), housing (subject to availability) or subcontractors between the bid date and contract date shall be incorporated into the final schedule of values prior to contract execution.

dd. The contractor has not included any rock excavation, trenching, plowing, hauling, or removal of any kind. In the event rock is encountered in any form, the contractor shall stop work and promptly notify the Owner to determine how to proceed. Any work associated with rock excavation, trenching, hauling, removal, or disposal shall be an additional cost and the contractor will need to be compensated with additional time for the installation. Rock excavation slows down the installation process considerably.

ee. The contractor shall have no responsibilities once finish work has been completed for any area regardless of size or location (other than issues of workmanship that would be considered punch list or warranty items). Owner shall be responsible for protecting all areas after grassing, installation and maintenance of erosion control measures to protect those areas which is above and beyond the erosion control plan, and repair of any erosion or contamination occurring after grassing.

ff. The contractor is not responsible for any subcontractor, contracted directly with the Owner and or their schedules. Any delays and or costs incurred by the contractor that were caused by the Owner’s subcontractors and or representatives, to be fully compensated and equitable adjustments to the contractor’s schedule will be assumed.

gg. The proposal includes a water truck for a duration of 4-months. The proposal does not include any implementation of the PM-10 Fugitive Air Quality Dust Control.

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Lexicon, Inc., dba Heritage Links – 10105 Louetta Road – Suite 111 – Houston – Texas – 77070 Phone – 281 866 0909 Fax – 281 866 0944 – e mail [email protected]

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hh. Fire Road – The price is based on the spec sheet provided and assumes an exposed aggregate finish.

ii. The proposal does not include any landscaping installation or existing plant relocation. The price assumes that any Landscaping is by others.

IRRIGATION:

1. Installation of the grounding equipment for the irrigation system is as recommended by the designer in the plan details. If additional equipment is required to meet the recommended ohms resistance range, this can be done by the contractor on a time and materials basis to the Owner.

2. The proposal does not consider any electrical permits, inspections, or a licensed electrician for any work in the installation of the sprinkler system 24 or 120/240 volt wiring in the field and if required would be the responsibility of the Owner.

3. All spoils from irrigation system trenching will be disposed in an area close to the golf hole being worked on. Haul-off of any demolition debris is not included.

4. The proposal assumes all irrigation pipe will be backfilled with native soil from trench excavation. No import of material for pipe bedding or backfill is included in the proposal.

5. All efforts will be made by the contractor to not excavate under tree canopies. In areas where this is not possible, the contractor shall not be held responsible for the health of the existing tree being disturbed.

6. The proposal does not include the removal or replacement of any existing or new plant material including trees, bushes, plants or any other vegetation. If required, the work is to be determined based on-site conditions.

7. The proposal does not include any directional bores.

8. The proposal does not include any work at the existing pump station except for electrical connections for power wire to be run to field satellites.

9. The proposal does not include the purchase or installation of a new weather station.

10. The proposal does not include power conditioners.

11. The proposal considers valve boxes to be by the respective system manufacturer, Rain Bird.

12. The proposal considers Rain Bird swing joints for valve-in-head rotors to be #SJ1212543SS standard-top outlet swing joints.

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Lexicon, Inc., dba Heritage Links – 10105 Louetta Road – Suite 111 – Houston – Texas – 77070 Phone – 281 866 0909 Fax – 281 866 0944 – e mail [email protected]

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13. The proposal considers all power wire being run to field satellites to be Paige P7267D #6 AWG tray cable, per electrical irrigation legend.

14. The proposal considers the replacement of mainline gate valves and sub-isolation valves in the existing golf course as outlined in Sheet IA-1 of Addendum #1. Total replacement of three 8” and one 12” mainline gate valves and twenty sub-isolation valves.

15. The proposal considers the replacement of the following irrigation equipment around the existing greens loops for holes, 1-5, 8, & 13-16. Removal and installation of 114 Rain Bird 752-E valve-in-head golf rotors, 20 Rain Bird 5RC quick coupling valves, 5 Rain Bird 100- EFB-CP-R-PRS electric control valves, 28 Rain Bird 5004+ block rotors, and 10 Rain Bird 1806-SAM-PRS spray heads. Irrigation equipment will be installed on existing irrigation pipes and connected to existing communication wires.

16. Per remodel design drawing note on Sheet IR-10, “All the irrigation equipment that is lighter grayscale is irrigation to remain and not in scope of work.” Exception to this note is the irrigation equipment around the existing greens loops for holes, 1-5, 8, & 13-16 mentioned in clarification #15 and valves cited in clarification #14.

17. The proposal provided considers the contractor is selected to do both the irrigation system installation and golf course construction renovation.

18. Heritage Links proposal to the club is based on David Yoshimura’s golf course irrigation specifications with a revision date of September 5, 2024, and irrigation plans dated June 20, 2024, with revision to electrical plans a & b dated June 28, 2024.

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1 0 1 0 5 L O U E T T A R O A D , S U I T E 1 1 1 • H O U S T O N , T X • 7 7 0 6 9 O F F I C E P H O N E (2 8 1) 8 6 6 -0 9 0 9
O F F I C E F A X (2 8 1 ) 8 6 6 -0 9 4 4
M O B I L E (8 3 2 ) 4 5 7-3 0 9 1

S ERGIO CADENGO

H ERITAGE L INKS

P ROFESSIONAL E XPERIENCE
2015 -Present Heritage Links Houston, TX
Project Manager

2012 -2015 O&J Golf Construction Moreno Valley, CA Project Manager

2004 -2012 Ranger Golf Construction Temecula, CA Construction Superintendent / GPS Technician

S ELECTED P ROJECT L IST

Project List:

Pelican Hill Golf Club – Newport Beach, CA Tom Fazio
Rams Hill Golf Club – Borrego Springs, CA Tom Fazio
Corales Golf Club – Punta Cana, DR Tom Fazio
Hard Rock Golf Club – Punta Cana, DR Jack Nicklaus
Puerto Cancun Golf Club – Cancun, MX Tom Weiskopf
Grand Coral Golf Club – Cancun, MX Nick Price
SilverRock Golf Course – La Quinta, CA Arnold Palmer
Ak -Chin Southern Dunes Golf Club, Maricopa, AZ Fred Couples Desert Mountain Golf Club, Scottsdale, AZ Jack Nicklaus Blessings Golf Club, Fayetteville, AR Robert Trent Jones Jr Dove Canyon Golf Club, Rancho Sta Margarita, CA Jack Nicklaus Talking Stick Golf Course, Scottsdale, AZ Ben Crenshaw & Bill Coore Paiute Golf Course, Las Vegas, NV Pete Dye
Metro West Golf Course, Orlando, FL Robert Trent Jones Sr Whisper Rock Golf Club, Scottsdale, AZ Tom Fazio
Phoenician Golf Club, Scottsdale, AZ Phil Smith
Pine Canyon, Flagstaff, AZ Jay Morrish
The Quarry at La Quinta, La Quinta, CA Tom Fazio
Troon North, Scottsdale, AZ Tom Weiskopf
Troon Country Club, Scottsdale, AZ Jay Morrish
Saticoy Club, Ventura, CA William F Bell
Roosevelt Golf Course, Los Angeles, CA Forest Richardson Classic Club, Palm Desert, CA Arnold Palmer

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S ERGIO CADENGO

H ERITAGE L INKS

Project List: (continued)

Bali Hai, Las Vegas, NV Lee Schmidt & Brian Curley
PGA West, La Quinta, CA Greg Norman, Jack Nicklaus, Arnold Palmer Lake Merced, Daly City, CA Gil Hanse
The Summit, Las Vegas, NV Tom Fazio
Coronado Golf Course, El Paso, TX Bill Bergin
North Shore Preserve Golf Club, Princeville, HI Dennis Wise Poipu Bay Golf Course, Kaola, HI Robert Trent Jones Jr
Princeville Makai Golf Course, Princeville, HI Robert Trent Jones Jr

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P ASCUAL T ORRES

H ERITAGE L INKS

P ROFESSIONAL E XPERIENCE
2014 -Present Heritage Links Houston, TX
Construction Superintendent
• As Construction Superintendent for Heritage Links, Pascual is responsible for the supervision of all phases of golf course, and sports field construction, including equipment maintenance and repair, bidding, budget tracking, asbuilts, and quality control.

2012 -2014 O&J Golf Construction Moreno Valley, CA Constrcution Superintendent
1999-2012 Weitz Golf, Int. Des Moines, IA
Construction Superintendent
1987-1999 Fairway Construction Temecula, CA
Construction Superintendent

S ELECTED P ROJECT L IST

Project List – Partial
Park Hyatt Aviara GC Carlsbad, CA Golf Course Renovation Palmer Design May River Golf Club Bluffton, SC Bunker Renovation Nicklaus Design Mossy Oak Golf Club West Point, MS New Construction Hanse Golf Design The Cape Club Cape Cod, MA Complete Renovation Troon Golf Desert Mountain Scottsdale, AZ Renovations on 6 Courses Nicklaus Design Capital Canyon GC Prescott, AZ Features Renovation Weiskopf Design Hokuala Golf Club Lihue, Hawaii Features Renovation Nicklaus Design American Lakes Tacoma, WA New Construction Nicklaus Design

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6 7 0 7 C Y P R E S S C R E E K P A R K W A Y • H O U S T O N , T X • 7 7 0 6 9 O F F I C E P H O N E (2 8 1) 8 6 6 -0 9 0 9
O F F I C E F A X (2 8 1 ) 8 6 6 -0 9 4 4
M O B I L E (7 6 0 ) 5 6 2-4 4 3 0

R OBERTO T ELLO

H ERITAGE L INKS

P ROFESSIONAL E XPERIENCE
2014 -Present Heritage Links Houston, TX
Construction Features Foreman
• 20 plus years experience in all phases of golf course construction. • Responsible for the supervision of the features construction crew ie, Greens Construction (USGA and California Specs, Bunker Construction (experienced in all bunker liner installation) and Tee Construction.
.

S ELECTED P ROJECT L IST

Project List Architect Location
Desert Mountain, Chiricahua Course Nicklaus Design Scottsdale, AZ Southern Hills Country Club Hanse Golf Design Tulsa, OK La Cantera Resort Course Tom Weiskopf Designs San Antonio, TX Desert Mountain – Renegade Nicklaus Design Scottsdale, AZ Troon North Golf Club Troon Golf Scottsdale, AZ
Castlewood Country Club N/A Pleasanton, CA
Capital Canyon Club Tom Weiskopf Designs Prescott, AZ
The Phoenician Golf Club Forrest Richardson & Associates Scottsdale, AZ Whirlwind Golf Club N/A Chandler, AZ
Whisper Rock Golf Club N/A Scottsdale, AZ

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1.0 DESCRIPTION
IVI-GOLF offers the Johns Manville geotextile known as Evalith® 013/140 for golf course construction. Commonly known in the industry as “GEO-JM Fabric”, Evalith® 013/140 is a high-quality geotextile designed for use in golf course bunkers as a barrier between bunker sand and the underlying substrate.

Evalith® 013 continuous filament polyester nonwovens, manufactured using Spunbond technology, are needle-punched for mechanical integrity.

2.0 PROPERTIES
Physical Property Value
Color White
Weight - oz ft2 / g m2 4.2 / 142
Thickness - mils / mm 70.1 / 1.78
Fiber Type Nonwoven Polyester
Binder n/a
Area Per Roll - ft2/ m2 15.5’ x 400’ (4.72m x 121.92m)6,200 (576)

3.0 USE
Evalith® 013/140 is used for golf course bunkers on the bases of the bunker only in order to combat sand contamination. It is used along the bunker bases and carries into bunker drainage. It can be used in hybrid configurations with our popular Sandtrapper Bunker Liner products.

4.0 CONSTRUCTION
Evalith® 013/140 is a needle-punched spunbond polyster nonwoven.

5.0 GREEN INITIATIVE
Manufacturing plants operate under EPA approved Clean Air Permit.

6.0 PRODUCT CARE
To prolong the life of the Evalith® 013/140 material, it is recommended that the product be stored indoors.

Physical Property Value
Tensile MD (lbs ft2 / daN)150.8 / 67
Tensile CMD (lbs ft2 / daN)126.0 / 56
Tear MD (lbs ft2 / daN)54.0 / 24
Tear CMD (lbs ft2 / daN)49.5 / 22
Elongation % MD 75
PRODUCT SPECIFICATIONS - EVALITH® GEOTEXTILE
IVI-GOLF 5 Pine Camp Dr. Binghamton, NY 13904 888-970-5111 ivi-golf.com

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www.capillaryconcrete.com
After completing the requested information, please do one of the following:

Sign, scan to PDF-file, and send to [email protected] Sign and mail to Capillary Concrete, 610 Sycamore Street, Suite 305, Celebration, FL 34747 Capillary Concrete Installer
1 Extra charges and fees may apply in the following situations:

Capillary Concrete trucks of less than 9 CY are ordered • Excessive unloading time greater than 90 minutes • Weekend / Holiday plant opening fees (please inquire about cost before ordering) • Night pours (6pm – 2am) • Expedited shipping (need 5 business days’ notice of delivery)

BUNKER SPECIFICATION & INSTALLATION INSTRUCTIONS
For added protection and peace of mind, Capillary Concrete offers a 10-year Performance Guarantee and in order to take part, the following conditions must be fulfilled: This document must be read carefully and all instructions followed to the point during the installation of Capillary Concrete. All fields requiring signatures below must be completed and the first page of this document returned to Capillary Concrete before installation commences. One representative for the Golf Course / Owner must be appointed to supervise installation and final test of the bunker before approved for sand installation.

Final Test Procedure:

1. After the Capillary Concrete has been allowed to cure for at least 24 hours (48 hours if conditions are wet and/or cold) and it has been cleaned according to the instructions, carefully check that the surface is smooth and that there are no areas anywhere in the bunker where the material is loose in any way.

2. Using a hose, go over the entire bunker floor and apply water at a rate comparable to a garden hose.

3. Make sure the entire surface drains perfectly and that there is no standing water a few minutes after application. Sand will not be added to the bunkers until the golf course owner’s representative confirms the above-mentioned tests were completed and successful.

Golf Course Owner’s Representative
Name:

Club Name:

Club Address:

Email Address & Phone Number:

Signature and Date:

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Capillary Concrete is a patented product to build sports ground profiles. Here we will cover the use and method to line and protect golf bunkers. Capillary Concrete, is a specially formulated mixture of acceptably sized aggregate, various proprietary additives and water that comes pre-mixed, delivered in a concrete truck. The product is a homogenously blended mixture that is poured from the mixer into heavy-duty utility vehicles, transported to the bunker, and placed inside the bunker at a minimum depth of 2 inches (50mm). The surface of the product is compacted with a roller and covered in plastic for a minimum of 24 hours to allow for adequate curing and until sand is placed on top of the product. The result is a strong, homogenous, and uniformly-bonded bunker liner base that allows for rapid drainage of any rain-storm and also reduces wash-outs and/or contamination of bunker sand.

Pre-Construction Planning
Prior to installation of Capillary Concrete, the Contractor, Owners Representative, or Superintendent shall confirm that the perimeter area around the bunker does not channel excessive water into the bunker area, that the bunker subgrade is positively pitched, stable under foot, smooth, compacted, free of debris, and meets the Architect’s design specifications. It must also be ensured that all bun- ker trenches have been excavated and constructed to specifications; and that drainage pipes and bedding gravel (table 1) have been installed to the Architect’s drainage specifications as dictated by site conditions.

At the lowest point of the bunker subgrade, a 2” x 2” wood frame at least 4 feet long and as wide as the trench must be placed prior to installing the Capillary Concrete, If the bunker floor is large and flat, several frames must be placed to ensure that any point of the bunker floor which is less than 6 inches above the lowest point is located no more than 6 feet away from a frame which will create the drain Vaults filled with bunker sand, see page 3. This is to ensure the sand depth at the lowest points of the bunker is always enough to keep the sand dry at the surface.

Capillary Bunkers Wash Box
The Capillary Wash Box is an optional, complementary product, to Capillary Bunkers. If the Capillary Wash Box is installed, it is placed in the Vault, on top of the drain line, before sand or Capillary Concrete is installed. This Patent Pending box is placed in the low point of the bunker, on the drain line, to allow for the bunker sand to be washed clean should there ever be any contamination from outside of the bunker (soil, dust, grass etc.).

Bunker Specifications
It is recommended that a tracer wire be installed in all drainage trenches. The drainage pipe must be flushed with plenty of water to ensure proper function prior to installation of Capillary Concrete in the bunker.
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Bunker Specifications

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To maintain the nature of the product, every effort should be made to prevent soil contamination of Capillary Concrete during installation, curing, and prior to sand installation. Two methods to safeguard your installation from contamination:

1. Grassing around the perimeter of the bunker prior to Capillary Concrete installation:

With this method, it is recommended that turf grass around the perimeter of the bunker should be secured to the soil by roots or staples before the installation of Capillary Concrete. After installation and curing and a water test has been performed to ensure drainage function, sand can be installed in the bunker. For newly sodded bunkers, where additional irrigation is required for rooting and establishment, we recommend that a thicker layer of sand (approx. 8-10 inches high x 10 inches wide) be installed on inside perimeter of the bunker against new sod. This is done to allow the sand to act as a filter layer to catch any soil runoff during irrigation cycles on the newly placed sod. Once the sod is established and irrigation cycles are reduced, any contaminated sand around the perimeter should be removed. Bunker sand can be leveled and normal bunker maintenance practices can begin.

2. Capillary Concrete installation prior to sod placement:

In situations where grass cannot be installed prior to the installation of Capillary Concrete, extreme care must be used to prevent soil contamination. Sand should be installed immediately after curing and the water test. As in method 1), a thicker perimeter layer of sand should be installed to reduce soil contamination prior to sod placement. After establishment, any contaminated sand around the perimeter can be removed.

Planning and Construction of The Bunker Edge
The edge detail often gives the bunker shape its distinctive style. Capillary Concrete has the unique ability to be formed to fit any Architects design goals. Preserving the desired style or motif and reducing ongoing maintenance is critical to the success of any bunker restoration/renovation plan.

Bridging Factor D15 (gravel)
D85 (rootzone)≤ 8
Permeability Factor D15 (gravel)
D15 (rootzone)≥ 5
Uniformity Factors D90 (gravel)
D15 (gravel)≤ 3
Table 1. Gravel Performance Factors for Drainage in Trenches www.capillaryconcrete.com 4
Bunker Specifications
The Bunker Edge

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1. Existing bunker and sod renovation
The strength of Capillary Concrete allows the opportunity to protect the inside wall of the bunker better than any other product. Cap- illary Concrete has the ability to be shaped almost vertically at installation to get the least possible amount of soil in contact with the bunker sand. In this photo the subgrade under the existing turf has been excavated 3-4 inches and a layer of Capillary Concrete has been placed under the sod to help protect the edge from collapse and contamination. Sand is pulled up the face to hide the Capillary Concrete edge.

2. New sod layer around the perimeter
In this case, either the existing soil and grass, or sod is utilized as the edge of the bunker. The 2-inch (50mm) layer of Capillary Concrete meets the edge of the bunker. Rolling the sod over the face to cover the soil is an option.

3. Thick sod pieces placed on the side
Here, a thicker piece of sod is cut and laid on the side on the prepared bunker floor to create the inside edge of the bunker.

Cut the sod as wide as you want the edge high, and then backfill with soil and tie into the outside shaping of the bunker. Regular sod can then be placed to cover the soil and tie into the outside of the bunker.

Suggested Edge Detail Methods
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4. Revetted edge with Eco Bunker and / or natural sod
A shelf is created with a trowel and carefully compacted on all sides. A minimum of 2 - 3 layers of artificial turf is recommended, but any number of layers can be built. If only natural sod is used it is necessary to place an impermeable plastic on the shelf to keep the sod from drying out too much. Backfill with approved materials according to the specifications from the Eco Bunker manufacturer.

This provides a stable edge option with very little contamination risk. www.capillaryconcrete.com 6
Bunker Sand Testing
Capillary Concrete has an open structure that allows water to freely drain through it at more than 100 inches per hour. Once sand is placed on top of the product, the new water drainage limit will be the Ksat (saturated hydraulic conductivity) of the sand that covers the Capillary Concrete product. After gravitational water has freely drained from the sand, a certain amount of water will always be retained in the sand against the force of gravity. This is known as capillary water and the amount can be determined with a Soil Moisture Release Test by an accredited test lab. Every different bunker sand has its own unique amount of capillary water retention based on the amount of moisture present in the sand. If the Capillary Wash Box is installed, the sand can be modified and finer particles in the sand at the base of the bunker can be removed. Never use a sand that is not an approved USGA sand. For more information on selecting the perfect bunker sand we recommend this information from the USGA: https://www.usga.org/ content/usga/home-page/course-care/green-section-record/58/11/a-guide-to-selecting-the-right-bunker-sand-for-your-course-. html#returnable.

Creation of Capillary Concrete Edge Profile, 1st layers of EcoBunker done, 2 layers of natural turf to go

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A minimum of eight pieces of 4” (100 mm) to 6” (150 mm) diameter irrigation or drainage pipe cut into 2 inch (50 mm) lengths. Use these rings to maintain the 2 inch (50 mm) required mini- mum depth of the Capillary Concrete during placement. Remove the rings from the wet mix as you work out of the bunker. Attach a handle or make a wire loop on each piece of pipe to avoid losing them in the mix. A metal probe set at 2 inches (50 mm) is also acceptable. 3 Plywood or similar to protect turfgrass and bunker edge and for building a ramp into the bunker if desired. Timbers, logs, etc. can also been used to create ramps.2 Construction of the Vault – a 2” x 2” wood frame, at least 4 ft long and as wide as the trench must be made and placed in the lowest spot of the bunker floor, on top of the trench. The frame and all gravel must then be removed to just above the drainage pipe before the sand is installed in bunker. Should The Capillary Wash Box be installed, all gravel must be removed around the pipe to be able to fit the Capillary Wash Box directly on the drainage pipe. The Vault must then be filled with bunker sand to create as deep of a sand layer as possible in this low point of the bunker.
4 Flat shovels for placement of Capillary Concrete inside the bunker.5 Heavy-duty vehicle to haul mix from the ready-mix truck to the bunker. Examples: Toro Workman, John Deere ProGator, Tractor and dump trailer, articulating wheel loader, front dumper, etc.
1 Equipment and Tool Requirements
Pre-Construction Checklist

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A minimum of three plastic bunker rakes-the Accuform type bunker rake with a round head is preferred. The teeth can be used to move the mix around to the required 2-inch (50 mm) depth, and the rounded back side, and the rounded back side can be used to smooth the mix before rolling.
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A minimum of two one piece metal extension handles with with metal tips. Telescoping handles are preferred as they allow for longer reach. Metal handles and tips. Home Depot has an orange metal 5 ft. handle with a metal tip in the paint department. SKU#821-423.

A minimum of two heavy duty 9-inch (23 cm) roller frames. Home Depot has a green Wooster Surelock handle that works well. SKU#150-345.

A minimum of two 9 inch (23 cm) loop textured roller cartridges, if the textured roller can´t be found, use a regular paint roller with the fabric removed or cover a roller with duct tape. Home Depot used to call them Goop Loop Rollers. SKU#430-546.

At least One 12 to 14-inch pool trowel. (30-35 cm) Some installers prefer using a larger trowel for finishing the floors as well. Do not use a bull float. Home Depot Part# PT144BR 8 7
9 10
6 Pre-Construction Checklist

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13 12
14 15
11 Purchase adequate plastic to completely cover all the Capillary Concrete bunkers completed in a day. The plastic can be re-used for the entire project. Home Depot SKU#938-963 www.capillaryconcrete.com 9
6-inch (15 cm) metal staples to hold the plastic down after placement. Staples should be placed every 3 feet (0,9 m) round the perimeter of the bunker. Sandbags, bricks, logs, old tires (etc.) are also acceptable. The idea is to hold the plastic in place during curing.

Two 5 gallon (19 liter) buckets of water to keep rollers wet.

A hose and quick-coupler with a misting nozzle and working shut off valve for misting of the product during installation.

Optional: For easier placement of material.

Marshalltown 19-1/2 in. x 4 in. Aluminum Placer
Home Depot SKU #959687 Model #AP753
Pre-Construction Checklist

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Temperature Limits
Capillary Concrete should not be installed when daily high temperatures are expected to be below 32 degrees (F) or below 28 degrees (F) within 2 days of installation. During hot weather, windy, or low humidity conditions, the product will set up faster and caution must be exer- cised to maintain acceptable moisture levels of the mixture and bunker base prior to installation. A light misting of the bunker subfloor may be required several times during the installation process. www.capillaryconcrete.com 10
1 Installation Instructions
When the ready-mix truck arrives at the job site, you will need to ensure the correct consistency of the Capillary Concrete before installation can begin. Before discharging any mix, ask the driver to spin the truck 5 revolutions to adequately mix the product. (It’s been mixing since it left the plant, but we find this to be a good way to ensure mix uniformity)Now it’s time to perform a HAND SQUEEZE TEST as shown here. Ask the driver to discharge a small amount of the Capillary Concrete mixture into the utility vehicle you are using to haul the mix to the bunker. It should be shiny and look like melted chocolate and rock. Take a handful of the mix and squeeze it in your hand and release. The paste must be creamy and sticky enough for the aggregate particles to adhere to the vertical surface of your hand. If the paste is dry and powdery, the mix is a little too dry and you need to ask the driver to add water to the mixer truck. Never add more than 1 gallon of water at a time (unless otherwise instructed by an onsite Capillary Concrete representative), check after, ask the driver to turn the drum a minimum of 15 revolutions before checking the mix again. Continue this process until the mix has the feel of melted chocolate. Be careful not to add too much water. It’s always better to add a little at a time.

We cannot take the water out once it has been put in the mixer. The paste should NEVER be drippy and runny when you perform the hand squeeze test. The mix should always have the consistency of melted chocolate. Continue to monitor the consistency as you install - YOU MUST perform the hand squeeze test occasionally to ensure consistency during the installation. An additional gallon of water may be required after a few loads have been installed. If so-ask the driver to add one gallon and rotate the drum 15 times before discharging more mix. If the mix is extremely wet and runny when the ready-mix truck arrives, ask the driver to spin the drum for 5 minutes to try to dry the mix up a bit. If that doesn’t work and the discharged pile for testing has clogged up void space, you should refuse the truck, send it back to the plant, and contact your Capillary Concrete Representative immediately. DO NOT install Capillary Concrete if the mixture is too wet.

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Indian Wells City CouncilOctober 24, 2024

Indian Wells City Council
October 24, 2024