City of Irwindale, CA
Proposal
March 8, 2018
Cost Engineering and
CFD Formation Services
Special Tax Consultant and CFD Formation Services i
City of Irwindale, CA
Table of Contents
Scope of Services .......................................................................................................................................1 Project Understanding and Approach.................................................................................................................1 Phase One - Community Facilities District Formation ........................................................................................1 Phase Two - Cost Engineering ...........................................................................................................................3 Client Responsibilities.........................................................................................................................................4 Project Disclaimer...............................................................................................................................................5 Company Information ............................................................................................................................6 Firm Profile..........................................................................................................................................................6 Willdan Financial Services..................................................................................................................................6 Unique Experience, Resources, and Capabilities ..............................................................................................7 Special District Experience .................................................................................................................................7 Resources and Capabilities ................................................................................................................................7 Quality Assurance Process.................................................................................................................................8 Recent Formation Projects .................................................................................................................................9 Key Personnel...........................................................................................................................................10 Project Team.....................................................................................................................................................10 Staff Continuity..................................................................................................................................................10 Chris Fisher.......................................................................................................................................................11 Mike Medve.......................................................................................................................................................13 Ronald Stein, P.E., QSD, ENV SP ...................................................................................................................15 Tyler Green .......................................................................................................................................................16 References..................................................................................................................................................17 Project Fees ...............................................................................................................................................19 Notes.................................................................................................................................................................19 Hourly Rates .....................................................................................................................................................19
T 951.587.3500 ▪ 800.755.6864 | F 951.587.3510 ▪ 888.326.6864 | 27368 Via Industria, Suite 200, Temecula, CA 92590 | www.willdan.com March 14, 2024
Mr. Eddie Chan
Director of Engineering
City of Irwindale
16102 Arrow Highway
Irwindale, CA 91706
Re: Proposal for Cost Engineering and CFD Formation Services Dear Mr. Chan:
Per our correspondence and your request, the following proposal outlines Willdan Financial Services’ (“Willdan”) proposal to assist the City of Irwindale (“City”) with the formation of a Community Facilities District (CFD) to fund the annual maintenance associated with a sewer line in conjunction with IBC North. This scope of services includes tasks necessary to determine the annual costs associated with the project and form the CFD for ongoing maintenance and operations.
The scope of services included in this proposal outlines the tasks necessary for the preparation of the budget for the proposed CFD, including maintenance and services, as well as special tax analysis, preparation of required documents, including the Rate and Method of Apportionment of Special Tax (RMA) and CFD Report, and the completion of the procedural tasks necessary to execute the formation of a CFD. It also includes a task to either create or update the City’s existing CFD Goals and Policies, a document that must be adopted before the first CFD formation.
We Serve as an Extension of Staff ― Willdan takes to heart the fact that we represent the City when working and/or speaking with residents, business owners, developers and with other industry professionals such as financial advisors, underwriters, bond attorneys and appraisers. Our goal is to effectively manage the formation process, so that City staff can focus on other responsibilities. We actively manage projects with a focus on the overall timeline, so that staff is provided timely and accurate work products without having to expend their valuable time managing the process.
Staff Continuity — Mr. Chris Fisher and Mr. Mike Medve have been assigned to serve as the City’s representatives for this engagement. They have been selected for this role due to their extensive recent experience with numerous CFD projects, and most importantly, their previous work with and understanding of the City of Irwindale.
Depth of Firm Resources – Willdan has more than 80 professionals assisting local public agencies by providing formation and administration services for CFDs, special taxes and other types of assessment/local improvement districts; including calculations specific to arbitrage rebate; preparation and dissemination of continuing disclosure reports; and staff augmentation support.
We have been providing these services for over 35 years as a consistent leader in the industry and possess the deep staff resources to ensure this project will stay on schedule, with attention to detail and quality throughout.
While the resumes of our core team members are provided within, we understand that project requirements can change quickly, requiring the need for additional resources.
Consideration of Practical and Administrative Matters in Community Facilities District Formations – With our long history of administering CFDs, we understand the complexities involved in developing special tax methodologies that are tailored to address specific financing objectives of a project, balanced with goals of equity, flexibility and simplified ongoing administration. Our special tax methodologies can accommodate phasing of construction and debt issuance, multiple land uses, and multiple funding purposes, while also being straightforward and practical.
Provisions and features can be incorporated into the CFD methodology that ensure the proposed district balances the funding needs of the project, while clarifying and simplifying future management and administrative tasks and processes. We will create the documentation and applicable methodology in an understandable and practical manner that may be easily interpreted for ongoing administration of the district. We will also ensure that the special tax methodology is based on data that is readily attainable and that deadlines specified for certain tasks or triggers make sense and can be reasonably met.
Mr. Eddie Chan, Director of Engineering
City of Irwindale
Proposal to Provide Cost Engineering and CFD Formation Services March 14, 2024 | Page iii
Mr. Mike Medve will serve as the primary contact person for this project, provided in the table below is his contact information. I, Chris Fisher, am an officer of the firm, and authorized to negotiate and bind the firm.
Willdan Financial Services
Project Manager
Mike Medve
Principal Consultant
27368 Via Industria, Suite 200 | Temecula, CA 92590
Tel #: (951) 587-3500 | Fax #: (951) 587-3510
Email: [email protected]
Sincerely,
WILLDAN FINANCIAL SERVICES
Chris Fisher
Vice President / Director
Cost Engineering and CFD Formation Services 1
City of Irwindale, CA
Scope of Services
Project Understanding and Approach
We understand that the City of Irwindale (“City”), wishes to form a Community Facilities District (CFD), in conjunction with IBC North, to fund the annual maintenance associated with a project-specific sewer line. The district would form the basis for a CFD and would ensure that the IBC North project provides revenue to help fund City services.
Our approach to this CFD formation includes and starts with a review of the City’s existing Goals and Policies. If the City does not have an adopted Goals and Policies document, we will create one. Otherwise, we will review to ensure they are consistent with the goals of this proposed CFD, and if necessary, amend and update them. Following this, the work then proceeds immediately with the necessary analysis and steps to establish the proposed district.
The formation will be driven by data related to the services to be funded with the CFD, and a comprehensive special tax analysis. This analysis will consider the costs needed to maintain the improvements and the ability of the project land uses to support those costs. We will gather necessary data for this analysis directly from developers (property owners), as well as from the City, County, and other sources, as necessary. By identifying the level to which properties can be fairly and equitably taxed, we will develop a special tax model that will accurately forecast the aggregate special tax revenue that can be generated and, therefore, guide the City in the development of a budget for the proposed services. The special tax analysis will be presented to City staff, and feedback will be incorporated as required. Once the analysis is finalized, we will use this as the foundation for the development of the special tax methodology and, ultimately, the Rate and Method of Apportionment of Special Tax (RMA). Finally, we will coordinate each step of the formation process.
Below is Willdan’s proposed scope of services described in detail. We want to ensure that the following is responsive to the needs of the City and will work with City staff to revise our proposed work plan based on input prior to approval of a contract, and as needed during the course of the project.
Phase One - Community Facilities District Formation
The following outlines the steps associated with the formation of a CFD for the funding of municipal services.
Project Kick-off Meeting
Following receipt of an authorization to proceed, we will discuss the process and objectives for this formation with the City and identify additional documents or information that may be needed. This discussion may include developers/landowners and/or their representatives. As needed throughout the project, we will coordinate with the City, City staff, and directly with the developer(s), their consultants to gather required information for the proceedings.
Specifically, the kickoff discussion will include the following:
▪ Goals and Policies discussion;
▪ Confirmation of the objectives of the CFD formation;
▪ Confirmation of the services to be funded by the CFD; ▪ Discussion of necessary data, its sources and availability; ▪ Outlining the process and steps necessary for the formation; ▪ Development of a draft timeline of events and milestones; ▪ Identification of key participants and areas of responsibility; and ▪ A general discussion of potential challenges or obstacles, whether practical (lack of data), political, public (perception or acceptance) or other.
Goals and Policies Review
Based on the discussions during the kick-off meeting, Willdan will review existing CFD Goals and Policies.
These City policies for the formation and use of CFDs must be approved by the legislative body prior to the formation of any CFDs. It sets policies for the formation of CFDs in the City, including limits to the cumulative effective tax rate of properties within the district, value-to-lien requirements, and other aspects of the CFD formation process. The draft document will be provided to and discussed with City staff to ensure that it is an accurate reflection of the agency’s intent.
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City of Irwindale, CA
Changes will be made as necessary, and the document will be submitted to the City Council for approval. Policies are typically approved in conjunction with the first required meeting of the formation process (the Resolution of Intention – see below).
Background Research
Willdan will work with the developer and City staff to identify and develop a full listing of services to be funded by the CFD and prepare a narrative description to be included in the Community Facilities District Public Report.
Willdan will research property ownership and development plans. In addition, Willdan will contact the County Registrar's Office to confirm the number of registered voters within proposed district boundaries to ensure there are less than twelve (12) registered voters, which will allow for a landowner election.
Preliminary Cost Analysis and Development of Tax Methodology A preliminary pro forma of the CFDs revenues and estimated expenses (based upon preliminary estimates, as available) will be presented for evaluation and discussion. We will construct a special tax analysis that will be designed to identify the costs and special tax revenue that can be generated from the types of property proposed for the district.
While our analysis will incorporate the proposed property development planned for the current project In addition, we will utilize comparable data from neighboring cities to determine proposed tax burdens on the developments.
Once we complete the special tax revenue projection, we will use this to create the special tax methodology that will be included in the RMA. The maximum proposed special taxes will be designed to generate sufficient revenue to meet CFD objectives and fairly tax expected properties consistent with established development requirements and policies.
Based on gathered information, Willdan will begin to prepare a preliminary cost evaluation.
If requested, Willdan will prepare multiple spreads that are based upon different service assumptions. Willdan will also develop special tax categories for property types within the CFD.
Develop the special tax structure for the RMA based on the boundaries of the CFD, operation and maintenance services to be funded, and proposed development. An analysis will be required to determine an equitable spread of the overall burden, taking into account the nature of the services and the area that they will serve.
Rate and Method of Apportionment of Special Tax (RMA)
An RMA of Special Tax for the Resolution of Intention will be prepared and, if necessary, will include improvement areas and/or tax zones to ensure maintenance and operations costs for properties within the CFD are equitably apportioned. The RMA will clearly describe the special tax methodology developed in the preceding step, the associated definitions, priority, and method by which properties in the CFD will be taxed, the special tax rates for each property type, and contain all other information (as required) by the Mello-Roos Community Facilities Act of 1982. This document will be included with the Resolution of Intention, which is adopted by the City Council to initiate the CFD formation process.
Community Facilities District Report
Willdan will prepare a preliminary CFD Report that includes a description of the public services to be provided, cost estimates related to these activities, incidental expenses, the RMA, and other information necessary to meet the requirements of the Mello-Roos Community Facilities Act. If requested, Willdan will present the CFD Report to the City Council and field questions received at the Public Hearing. The CFD Report will include the following components:
▪ A description of the proposed services and maintenance to be funded; ▪ Cost estimates; and
▪ A projection and explanation of the annual special tax rates by special tax classification for each year that services are funded.
Document Review and Preparation
Willdan will prepare drafts of the required petition, Consent and Waiver documents, and notices/ballots for review Willdan will prepare a boundary map of the proposed area to be included in the CFD that meets the requirements of the Community Facilities Act and the City’s Goals and Policies.
Cost Engineering and CFD Formation Services 3
City of Irwindale, CA
Willdan will prepare drafts of the required petitions, Consent and Waiver documents, and notices/ballots; for the City’s review and comment.
At the City’s request, Willdan will prepare a presentation to City Council for the Intent Meeting.
Willdan will print the final boundary map after the Intent Meeting on the material and size required by the County of Los Angeles and coordinate recordation of the boundary map with the City and the County Recorder.
Willdan will prepare the letter and exhibit for confirmation of the number of registered voters from the County of Los Angeles and obtain certification of findings.
Public Hearing and Notice of Special Tax Lien
Willdan will prepare a script to be followed by the City Clerk and City Council at the election meeting/Public Hearing.
At the City’s request, Willdan will prepare a presentation to City Council for the election meeting/Public Hearing.
After successful formation of the CFD, Willdan will then coordinate the recordation of the “Notice of Special Tax Lien.” If the City is unable to garner 100 percent consent waiver from the affected property owners and a regular special tax election is required, the City attorney will be responsible for preparing the required impartial analysis and ballot arguments with Willdan’s assistance in coordinating the process.
After successful formation of the CFD, Willdan will coordinate the recordation of the "Notice of Special Tax Lien." Formation Project Meetings
While we expect that the majority of communications and sharing of information for this project may be conducted via e-mail and conference calls, our proposed scope of services anticipates the need for Willdan to attend up to three (3) in-person meetings. These include: a project meeting with City staff/developer(s)/council members, the Council meeting for the adoption of the Resolution of Intention, and the Council meeting for the Election/Public Hearing.
Phase Two - Cost Engineering
Willdan Engineering will undertake the professional engineering services for the City of Irwindale, related to the cost of the public sewer improvements associated with phase 1 of the IBC North Project by developer Trammell Crow.
Willdan understands that the City received an application for the development of Building 1 of the IBC North Development by Trammell Crow located at the Southwest corner of Foothill Boulevard and Irwindale Avenue. The City has requested a proposal from Willdan to process the cost estimate for the sewer improvements of Lot 1.
This phase is based on the preliminary Phase 1 Sewer master plan dated 12/20/23 by Alliance Land Planning & Engineering Inc. The plan shows an onsite pump station with a force main conveying wastewater to an existing 8” VCP Sewer at the intersection.
It is assumed that all onsite sewer will be maintained by the developer and the assessment will be based on the mainline sewer improvements within Foothill Blvd. Based on an initial review of the provided master sewer plan it is recommended that the parcel convert to gravity sewer prior to entering public R/W to allow only gravity main within public right of way. This can be discussed further with the City as needed. The following is a breakdown of the work included.
Operations and Maintenance Technical Memorandum
Willdan will develop a technical memorandum outlining the required maintenance activities required for the public sewer. The memorandum will determine the schedule of required maintenance activities such as sewer cleaning, inspection and root cutting and removals that may be required. The purpose of this memo is to set a maintenance schedule to allow for an engineering estimate of maintenance costs throughout the life cycle of the pipe.
Engineer’s Opinion of Probable Cost (OPC)
Willdan will develop an estimate of construction cost of the proposed public sewer line within Foothill Blvd required to service building 1 of the proposed development. Additional buildings are not included but can be added under a separate scope and fee negotiated with the City. The City and/or developer will need to provide final sewer improvement plans that outline the proposed sewer improvements showing specifically public vs private ownership and maintenance responsibilities of the lines.
Cost Engineering and CFD Formation Services 4
City of Irwindale, CA
Willdan will utilize the provided plans to tabulate required quantities associated with costs of the proposed sewer improvements and any associated fittings and manholes required to construct the line. Willdan will develop opinions of probable cost based on recent bid data within the proximity of the project and also County and Caltrans available construction cost data for the required costs. This cost of construction can be used to develop the annualized replacement cost of the pipe over the design life cycle. Additionally sewer maintenance costs over the design life cycle of the improvements will be calculated based on the maintenance schedule determined in the technical memorandum.
Additional services for overall cost estimates, reports and annual reports for any future annexations or additional buildings and lots will be under a separate scope and fee proposal negotiated with the City.
Optional – Bid Support
At the City’s request, we will review the improvement plans and prepare bid sheets for annual maintenance.
Our engineering team will review the improvement plans provided by the Developer to ensure the constructability of the proposed improvements. This review will also include intelligence gathered during a field visit to verify existing conditions and impacted public improvements, and constructability. Upon completion of the review and fieldwork, and review of the plans, the maintenance cost estimate will be developed for this project, bid quantities will be calculated, and bid sheets and contract documents prepared in order to facilitate the City’s bidding out of the maintenance for the proposed improvements.
Client Responsibilities
As we do not practice law, we ask that your attorney, or other designated counsel, review the documents Willdan prepares. We will, however, assist your attorney in identifying pertinent legal issues and modifications necessary before the documents are implemented.
For the formation of a special district the City will be responsible for providing the following items:
▪ Copies of the City's Goals and Policies for CFDs.
▪ Proposed project development information, including (as applicable):
o Detailed development plans.
o Data on proposed product mix (e.g., commercial types [retail, office, etc.]). o Estimated construction and absorption schedules.
o Maps and/or diagrams of the proposed project area.
▪ Information (as necessary) related to General and Specific Plans for the areas to be included in the CFD, as well as zoning information.
▪ Various maps of the area (either electronically or in hardcopy, as needed) for the performance of the assessment evaluation, including:
o Boundary maps,
o General Plan maps,
o Zoning maps,
o Assessor parcel maps,
o Improvement maps indicating the design and
location of the proposed facilities,
o Subdivision maps, or
o Related development diagrams.
▪ Pertinent budget information, including but not limited to estimated/projected per capita staffing and expenses for public safety, per capita or per unit park requirements, anticipated maintenance costs, and City overhead and/or administration.
▪ Samples of sufficiently detailed resolutions (in an electronic format) to establish the required format for preparation of the CFD resolutions by Willdan.
▪ Publication of City Council meetings/public hearings notices in the local newspaper. ▪ Review of draft RMA, reports, and resolutions prior to the preparation of final documents. This review is, typically, performed by City staff; but may also include a review by the City's legal counsel. ▪ Opinions (as requested) from the City attorney's office.
The City further acknowledges that Willdan shall be relying upon the accuracy and validity of the information provided by the City, developer, and County of Los Angeles Assessor, and agrees that Willdan shall not be liable for any inaccuracies contained therein.
Cost Engineering and CFD Formation Services 5
City of Irwindale, CA
Project Disclaimer
The City of Irwindale further represents, acknowledges, and agrees that:
(i) The City uses, or may use, the services of one or more municipal advisors registered with the U.S. Securities and Exchange Commission (“SEC”) to advise it in connection with municipal financial products and the issuance of municipal securities;
(ii) The City is not looking to Willdan to provide, and the City shall not otherwise request or require Willdan to provide, any advice or recommendations with respect to municipal financial products or the issuance of municipal securities (including any advice or recommendations with respect to the structure, timing, terms, and other similar matters concerning such financial products or issues);
(iii) The provisions of this proposal and the services to be provided hereunder as outlined in the scope of services are not intended (and shall not be construed) to constitute or include any municipal advisory services within the meaning of Section 15B of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”), and the rules and regulations adopted thereunder;
(iv) For the avoidance of doubt and without limiting the foregoing, in connection with any revenue projections, cashflow analyses, feasibility studies and/or other analyses Willdan may provide the City with respect to financial, economic or other matters relating to a prospective, new or existing issuance of municipal securities of the City, (A) any such projections, studies and analyses shall be based upon assumptions, opinions or views (including, without limitation, any assumptions related to revenue growth) established by the City, in conjunction with such of its municipal, financial, legal and other advisers as it deems appropriate; and (B) under no circumstances shall Willdan be asked to provide, nor shall it provide, any advice or recommendations or subjective assumptions, opinions or views with respect to the actual or proposed structure, terms, timing, pricing or other similar matters with respect to any municipal financial products or municipal securities issuances, including any revisions or amendments thereto; and
(v) Notwithstanding all of the foregoing, the City recognizes that interpretive guidance regarding municipal advisory activities is currently quite limited and is likely to evolve and develop during the term of the potential engagement and, to that end, the City will work with Willdan throughout the term of the potential Agreement to ensure that the Agreement and the services to be provided by Willdan hereunder, is interpreted by the parties, and if necessary amended, in a manner intended to ensure that the City is not asking Willdan to provide, and Willdan is not in fact providing or required to provide, any municipal advisory services.
Cost Engineering and CFD Formation Services 6
City of Irwindale, CA
Company Information
Firm Profile
Willdan Financial Services, a California Corporation, is an operating division within Willdan Group, Inc. (WGI), which was founded in 1964 as an engineering firm working with local governments. Today, WGI is a publicly traded company
(WLDN). WGI, through its divisions, provides professional technical and consulting services that ensure the quality, value and security of our nation’s infrastructure, systems, facilities, and environment. The firm has pursued two primary service objectives since its inception—ensuring the success of its clients and enhancing its surrounding communities.
A financially stable company, Willdan has approximately 1,600 employees working in more than a dozen states across the U.S. Our employees include a number of nationally recognized Subject Matter Experts for all areas related to the broadest definition of connected communities.
Willdan has solved economic, engineering and energy
challenges for local communities and delivered industryleading solutions that have transformed government. Today, we are leading our clients into a future accelerated by change in resources, infrastructure, technology, regulations, and industry trends.
Willdan Financial Services
Established on June 24, 1988, Willdan Financial Services is a national firm, and is one of the largest public sector financial consulting firms in the United States. Since that time, we have helped over 800 public agencies successfully address a broad range of financial challenges, such as financing the costs of growth and generating revenues to fund desired services.
Our staff of over 80 full-time employees supports our clients by conducting year-round workshops and on-site training to assist them in keeping current with the latest developments in our areas of expertise. Willdan assists local public agencies by providing the following services:
Willdan Financial Services
Services
▪ Special Financing District formation and
restructuring;
▪ Utility rate and cost of service studies;
▪ User fee studies;
▪ Cost allocation studies;
▪ Real estate economic analysis;
▪ Property tax audits;
▪ Housing development and implementation
strategies;
▪ Development impact fee establishment and analysis;
▪ Economic development strategic plans;
▪ Special Financing District administration services;
▪ Municipal advisory services;
▪ Feasibility studies;
▪ Arbitrage and continuing disclosure services;
▪ Debt issuance support; and
▪ Long-term financial plans and cash flow modeling.
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City of Irwindale, CA
Unique Experience, Resources, and Capabilities
Special District Experience
Since our inception, Willdan has offered public agencies a comprehensive approach to special district consulting by including district formation and administration; delinquency management; continuing disclosure; and arbitrage rebate in our service offerings. This multi-service approach allows us to facilitate the flow of information between the different service areas, which creates less of a draw on agency staff time and reduces costs for these services.
It also ensures that solutions and approaches provided in one area of work are consistent with overall policies and objectives. For instance, we form special districts with specific features to allow for ease of administration, as well as future annexations of new developments to the district. Finally, methodologies are created in a manner that allows for consistent application of agency policies from project to project. In view of our experience, Willdan is committed to:
▪ Having highly qualified core staff actively involved in day-to-day operations; ▪ Providing comprehensive and proactive customer service; ▪ Interfacing in a friendly and helpful manner with an agency’s governing body, staff, community organizations, and the public in general;
▪ Keeping up to date on the latest technology that allows specific data to be made available via the Internet to public agency staff, investors, and property owners at no additional charge; ▪ Staying current on legislation impacting the formation and administration of CFDs, such as SB 165, AB 2851 (annual reporting requirements), and AB 373 (recent modifications to Mello-Roos law); and ▪ Closely following legislation and legal proceedings involving assessments and other types of special districts, particularly issues related to Proposition 26 and 218.
In utilizing our broad range of experience, amassed over 30 years from supervising and being consistently at the forefront of innovative approaches to special district formation and administration services, our methods and approaches support practical requirements.
In fact, we have prepared Engineer’s Reports and Special Tax Reports for over 800 separate special districts, including Business Improvement Districts, 1972 Act Landscaping and Lighting Districts, Mello-Roos Community Facilities Districts (CFDs) and 1982 Act and 1913/15 Act Assessment Districts formed to finance infrastructure improvements and/or services and maintenance. Furthermore, Willdan possesses extensive experience developing budgets and forming CFDs and Assessment Districts for a variety of purposes.
Resources and Capabilities
Firm Resources
Willdan assists local public agencies by providing formation services for Community Facilities Districts and assessment/local improvement districts; administration of special taxes, assessments, standby charges and utility rates, landscaping and lighting districts; arbitrage rebate calculations; continuing disclosure reports preparation and dissemination; and staff augmentation support. We have been providing these services for over 34 years; decades later, Willdan continues to be a leader.
Consideration of Practical and Administrative Matters in Special District Formations We understand the complexities involved in developing a special tax methodology that is tailored to address the specific objectives of the project and balancing that with the desire to simplify the future administration of the CFD. The tax formula should be able to accommodate multiple land uses and multiple funding purposes, and possibly account for potential future development and annexations to the CFD, while also being straightforward to apply. Our district formation experience coupled with more than 30 years of providing administration services for special taxes and assessments is unmatched, allowing us to approach formations in a holistic manner.
Provisions and features can be incorporated into the CFD methodology that ensure the proposed district balances the funding needs of the project, while clarifying and simplifying future management and administrative tasks and processes. We create documentation and applicable methodology in an understandable and practical manner that may be easily interpreted for ongoing administration of the district.
Willdan has prepared
Engineer’s Reports and
Special Tax Reports for over
800 separate special districts
Cost Engineering and CFD Formation Services 8
City of Irwindale, CA
State of the Art Technology & Data Security
MuniMagic+, which was released in September 2018, is the newest version of the proprietary software utilized by Willdan. Due to changing regulations, it was important to build a more moldable system that can manage special district types not only in California, but in other states as well. MuniMagic+ is hosted in the Cloud utilizing Amazon Web Services (AWS) and contains data for more than 16 million parcels. The Web application provides a rich user experience via any modern web browser and has the ability to scale under load and recover from geographic disasters. Our data is stored securely and continuously backed up to the Cloud and, with the help of AWS managed services, our application is monitored 24/7. The data within MuniMagic+ includes county assessor data, and other supplementary data identifying parcel characteristics.
Serve as an Extension of Staff
Willdan takes to heart the fact that we represent the Client when working and/or speaking with residents, business owners, developers and with other industry professionals such as underwriters, bond counsel and appraisers. Our goal is to take care of and effectively manage the special district formation and administration process, so that staff can focus on other responsibilities. We actively manage projects with a focus on the overall timeline, so that staff is provided timely and accurate work products without having to expend valuable time managing the process more than necessary.
One of our most important roles has been educating and helping staff to understand Community Facilities District concepts, how they apply to the special district processes and procedures, and how they can help the agency achieve primary financial objectives. Willdan will impart our knowledge to key staff through education and day-to-day efforts throughout the project and beyond.
District Administration
Willdan’s District Administration Services (“DAS”) group addresses the ongoing day-to-day activities associated with the long-term administration of bonded and “pay-as-you-go” special taxes, assessments, fees, utility rates, and standby charges. These types of services demand accurate, timely and knowledgeable treatment of many details. Subsequently, Willdan focuses on quality control and brings the advantage of current technology and knowledge of recent legislation to our clients. The graphic to the right provides a snapshot of Willdan’s district administration experience specifically for Fiscal Year 2023/2024.
Quality Assurance Process
Willdan’s standard administration practice includes an additional three levels of review for our products and deliverables in which report presentation or work product dissemination is scrutinized, levy data is updated from the most recent county secured roll information, all parcel changes and potential rejects are researched and reconciled, new APNs are identified, and the proposed assessment/tax amounts are recalculated and resubmitted. As demonstrated by the workflow chart to the right, the three supplementary levels that Willdan staff performs for all work products primarily consist of:
▪ Peer review;
▪ Project manager review; and
▪ Final quality assurance manager review.
In addition, another key to our success is having a designated principal consultant responsible for implementing quality control measures. Mr.
Robert Quaid, a former Certified Public Accountant, has been instrumental in preparing quality control checklists and sign-off mechanisms for each of our administration services. These quality control measures are embedded in the latest evolution of MuniMagic+ and are a required element of the day-to-day analyst and project management activities within the group.
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City of Irwindale, CA
Recent Formation Projects
Identified in the table below is a partial list of recent Willdan formation projects that are either currently in process, ongoing or recently completed.
Willdan Financial Services
Recent Special Tax Consulting Projects
Agency Name Project/District Name
California Statewide Communities
Development Authority
CFD 2018-02 Improvement Area No. 1 (McSweeny)
CFD 2018-02 Improvement Area No. 2 (McSweeny)
CFD 2020-02 Improvement Area No. 1 (Atwell)
CFD 2020-02 Improvement Area No. 2 (Atwell)
CFD 2020-02 Improvement Area No. 3 (Atwell)
CFD 2021-02 (Citro)
City of Chula Vista
CFDs 18-1 & 18-M (Bayfront) (Facilities & Services)
CFD 97-2 (Facilities)
CFD 13-M (Facilities)
CFD 16-I (Millennia) (Facilities)
CFD 17-I (Western CV Infill)
City of Colton CFD 2021-1 (Services)
CFD 2021-2 (Services)
City of Irvine
CFD 2013-3 Improvement Area No. 8 Annexation No. 4
CFD 2013-3B Improvement Area No. 12
CFD 2013-3B Improvement Area No. 13
City of Galt Liberty Ranch CFD Formation (Facilities)
Public Services CFD (Services)
City of Gonzales Enhanced Infrastructure Financing District City of Lancaster, CA CFD 2021-1 (Services)
City of Palm Desert University Park CFD Refunding and Formation (Facilities) CFD 2023-1 (Services)
City of Perris
Green Valley (Facilities)
CFD 2021-1 (Facilities)
CFD 2022-1 (Facilities)
CFD 2022-2 (Facilities)
City of Rancho Mirage
CFD #4A (Facilities)
CFD #4B (Facilities)
CFD #4C (Facilities)
CFD #5 (Facilities)
City of Rialto CFD 2019-2
CFD 2020-1 (El Rancho Verde)
City of Richmond Point Molate CFD No. 2022-1
City of Santa Paula CFD No. 2 (Harvest at Limoneria) Formation (Services/Facilities) City of Upland Sycamore Hills CFD (2015-1) (Facilities) Harvest CFD (2016-1) (Facilities)
County of San Diego
Sweetwater CFD Formation (Services)
Park Circle CFD Formation (Services)
Meadowood CFD Formation (Services)
Horse Creek Ridge CFD Formation (Services)
Piper Otay CFD Formation (Services)
Otay 250 CFD Formation (Services)
Contra Costa County Fire Protection District CFD Formation Services Cucamonga School District, CA CFD 2019-1 (Facilities)
Marin County Open Space District, CA CFD Formation and Overlay Services San Jacinto Unified School District
CFD 2020-1 (Facilities)
CFD 2021-1 (Facilities)
CFD 2022-1 (Facilities)
CFD 2024-1 (Facilities)
Sulphur Springs School District, CA Special Tax Consulting Services
Cost Engineering and CFD Formation Services 10
City of Irwindale, CA
Key Personnel
Project Team
Our management and supervision philosophy is simple: staff every position with experienced personnel to deliver a superior product and deliver effective results on time and on budget. With that philosophy in mind, we have selected the following individuals for this engagement.
Our employees know and understand the problems facing local government under the current economic climate, and we have oriented our practice to support an agency’s modified budget policies and public service priorities.
City of Irwindale | Special District Formation Project Team Key Team Member Project Role Responsibility to the Engagement Chris Fisher
Vice President/Director Principal-in-Charge
▪ Technical guidance;
▪ Project oversight;
▪ Quality assurance & control; and
▪ Meeting and presentation attendance.
Mike Medve
Principal Consultant Project Manager
▪ Task oversight;
▪ Produce key elements of the analysis;
▪ Responsible for project deliverables;
▪ Report evaluation; and
▪ Meeting and presentation attendance.
Ron Stein, P.E., QSD, ENV SP
Project Manager
Engineering Project
Manager
▪ Task oversight;
▪ Produce key elements of the analysis;
▪ Responsible for project deliverables;
▪ Memorandum preparation; and
▪ Request for proposal oversight.
Tyler Green
Senior Analyst Project Analyst
▪ Collect, interpret, and analyze key data;
▪ Client staff coordination;
▪ GIS files parcel database linkage;
▪ Report preparation; and
▪ Meeting and presentation attendance.
Staff Continuity
Mr. Fisher is the Principal-in-Charge for Special District Formation engagements; he serves in this role due to his extensive experience, which includes the preparation and supervision of numerous studies, as well as his experience presenting to governing bodies, stakeholders, and industry groups.
Willdan as a whole is composed of over 1,500 employees, including a cadre of public finance experts. If necessary, Mr. Fisher can recruit additional, qualified individuals from our employee roster to assist with the completion of the engagement to deliver the final materials on time and within budget.
The team presented within this proposal
has worked collectively on numerous
projects; an established work practice
between the team members has been
forged, this proven long-standing system
has benefited our clients.
It is important to note that
Mr. Fisher has been with
Willdan for over 24 years,
ensuring the City of Irwindale
of continuity and dedication
in staffing during the
completion of the project.
Cost Engineering and CFD Formation Services 11
City of Irwindale, CA
Chris Fisher
Principal-in-Charge
With 24 years of experience at Willdan, Mr. Fisher has managed an array of financial consulting projects for public agencies in California, Arizona, Colorado, Texas, and Florida, coordinating the activities of resources within Willdan, as well as those from other firms working conjointly on projects. He is one of the firm’s leading experts for special district financing related to public infrastructure, maintenance, and services including public safety.
Relevant Project Experience
City of Chula Vista, CA ‒ Formation of CFD 16-I (Millenia), 17-I (Western Chula Vista CFD), 18-M (Otay Ranch Village 3) and Bayfront CFD: Mr. Fisher has assisted the City in each of the listed CFD formations. The first, CFD 17-I, was formed to allow for the financing of impact fees over an extended time period through the payment of a special tax, to facilitate development of non-residential projects in certain areas of the City. This formation was completed in the Spring of 2016. The second project, CFD 16-I, was completed to provide funding for the construction of basic infrastructure associated with the Millenia development project in the City. Formation was completed in September 2016, with bonds will sold in late 2016/early 2017. CFD 18-M was formed to provide funding for the maintenance of landscaping, trails, walls and storm water facilities in the Otay Ranch Village 3 development project. For each formation, Mr. Fisher worked with City staff in multiple departments and a diverse financing team including the financial advisor, legal counsel, developers and property owners, and developer’s consultants. Mr. Fisher is currently overseeing the completion of a CFD for the Bayfront Project, a multi-use project being developed in conjunction with the San Diego Port Authority, which will include a convention center, hotel, and multi-family property.
County of San Diego, CA – Special Tax Consulting: Mr. Fisher is currently serving as the County’s Special Tax Consultant for CFDs formed within unincorporated areas. To meet the demands of continued growth within the County, he assisted with the formation of CFD 2013- 1 (Horse Creek Ridge), CFD 2017-1 (Hillside Meadows), CFD 2018-2 (Park Circle), CFD 2019-1 (Meadowood), and CFD 2019-2 (Sweetwater Place). All of these CFDs will provide funding for services and improvements ranging from maintenance and monitoring of flood control improvements, maintenance of parks, park facilities and landscaping, and provision of fire protection services to necessary capital improvements.
City of Rancho Mirage, CA – Special Tax Consulting: Mr. Fisher oversaw the Willdan team that completed the formation of CFDs in 2018 through 2020 for the City and is currently working on the formation of a third CFD (4C). He worked closely with the team to provide technical assistance based on prior project experience and provide quality review. The two CFDs (4A and 4B) were formed in association with the development of a Del Webb residential project in the City to provide for funding of backbone infrastructure required for the development, and for payment of certain development fees required by the City. Willdan’s work included preparation of the special tax and pro forma analyses, development of the tax methodology and preparation of the Rate and Method of Apportionment of Special Tax document, preparation of the CFD Report and other associated documents, and coordination of the formation process.
City of Upland, CA – Special Tax Consulting: Mr. Fisher oversaw the Willdan project team that assisted the City of Upland with initial formation of the Sycamore Ranch CFD, and its eventual modification to adapt to a change in the plan for development and product mix. He worked closely Willdan’s team to provide guidance and advice in the development of the methodology and approach, and to review documents and work product.
California Statewide Communities Development Authority – Special District Formations: For over 10 years, Mr. Fisher managed district formation projects in conjunction with CSCDA and their financing team. Recent projects include the Horse Creek Ridge CFD in San Diego County (2018), the McSweeney Ranch CFD in the City of Hemet (2019), and the Butterfield Ranch (Atwell) CFD in the City of Banning.
Education
Bachelor of
Science in Finance,
San Francisco
State University
Areas of Expertise
Multi-disciplinary Team
Management
Special District
Formations
Cost of Service Studies
Proposition 218
Utility Rate Studies
Client Presentations
Affiliations
California Society of
Municipal Finance
Officers
Municipal Management
Association of
Northern California
California Municipal
Treasurers Association
24 Years’ Experience
Cost Engineering and CFD Formation Services 12
City of Irwindale, CA
City of Banning, CA – Fiscal Analysis and CFD Formation Services: As technical advisor, Mr. Fisher oversaw the preparation of a comprehensive fiscal impact analysis and facilities funding plan in association with the Butterfield Specific Plan Area within the City. The Specific Plan area covers 1,543 acres and is proposed to include more than 5,000 homes of varying densities, 36 acres of commercial development, over 400 acres of open space, schools, and a utility substation. He also provided technical and policy guidance as well as quality review.
City of Laguna Beach, CA – Formation of Assessment District No. 08-01: Mr. Fisher served as the project manager for the City of Laguna Beach Assessment Engineering Services project, for its proposed Underground Utility Assessment District. For this effort Mr.
Fisher collaborated with Willdan’s Engineering division and included coordination with City staff and a diverse project team. This formation required the preparation of draft and final Engineer’s Report for the district, along with related documentation and analysis, and presentation of these items. The initial formation was unsuccessful; however, the district was formed with modifications.
City of Moreno Valley, CA – CFD No. 7, Storm Drain and Street Improvements: As project manager, Mr. Fisher oversaw the formation of a CFD to finance the construction of storm drain and street infrastructure improvements for an industrial/warehouse project in the City.
Recently worked with the City to modify the RMA for the CFD and support the financing team in the issuance of $3.625MM in bonds.
City of Gonzales, CA – Tax Increment/Special Tax Consulting: Mr. Fisher served as the principal-in-charge of the City of Gonzales engagement. He worked closely with the project manager to provide guidance and advice.
City of Yucaipa, CA – Tax Increment/Special Tax Consulting: Mr. Fisher served as the principal-in-charge of the City of Yucaipa engagement.
C. Fisher
Resume Continued
Cost Engineering and CFD Formation Services 13
City of Irwindale, CA
Mike Medve
Project Manager
Mr. Mike Medve is a principal consultant, with 18 years of experience, in the Financial Consulting Services group, with expertise in public finance, including special district formation and administration, fiscal impact analysis, public facilities financing plans, integrated financing districts, Proposition 218, tax credit financing, state and federal grant and loan programs, sales tax revenue bonds, and infrastructure financing districts. He has developed financial pro formas and cash flow analyses for numerous types of public and private project financing programs.
Prior to joining Willdan, Mr. Medve was a consultant in the field of public finance for Parsons Brinckerhoff and David Taussig & Associates. Over the years, he has been a financing team member for over $1 billion in limited obligation bonds and over $50 million in grant funds. He has served as the lead consultant for over two dozen clients, both public and private, throughout the country.
Relevant Project Experience
City of Rancho Mirage, CA – Special Tax Consulting: In 2018 and 2019 Mr. Medve assisted the City with the formation of CFD 4A and CFD 4B, both of which were formed in association with the development of a Del Webb residential project in the City. He is also working on the current formation of CFD 4C. The CFDs were formed to provide for funding of backbone infrastructure required for the development, and for payment of certain development fees required by the City. Willdan’s work included preparation of the special tax and pro forma analyses, development of the tax methodology and preparation of the Rate and Method of Apportionment of Special Tax document, preparation of the CFD Report and other associated documents, and coordination of the formation process.
City of Upland, CA – Special Tax Consulting: In 2015 through 2019 Mr. Medve assisted the City of Upland with the initial formation of a CFD, the change proceedings that were subsequently conducted to amend the CFD to accommodate a change in the plan of development, and finally with the issuance of bonds associated with the CFD. He worked closely with the City and its financial advisor to ensure the CFD was formed in a manner that met the City’s requirements and financing objectives. The CFD was created to equitably spread the cost of the infrastructure being financed through a methodology that was equitably applied to various types of residential development in the project.
Cucamonga School District, CA – Special Tax Consulting: Managing the project, Mr.
Medve recently completed the formation of CFD 2019-1 for the Cucamonga School District.
The CFD was formed to provide ongoing funding for school facilities and payment of school fees associated with the development of property with the School District’s boundaries.
City of Roseville, CA – Special Tax Consulting: In 2014, Mr. Medve prepared an Amended Notice of Special Tax Lien for the City’s Fiddyment Ranch CFD No. 1 (Facilities) and Fiddyment Ranch CFD No. 2 (Services). The amendment was necessary to reconcile changes in project land use with the special tax revenues that were needed to pay debt service and administration on outstanding infrastructure bonds and fund the annual operations and maintenance of existing facilities. In 2015, Willdan was retained to serve as Special Tax Consultant for the formation of an overlay CFD (Fiddyment Ranch CFD No. 5) that will refund a portion of the CFD No. 1 bonds and pay for additional infrastructure projects associated with the development. Facilities needed include streets, bridges, sewer improvements, storm drains, water infrastructure and landscaping. Willdan has also performed the annual administration for the City’s CFDs for over a decade.
City of Galt, CA – Special Tax Consulting: Mr. Medve is serving as project manager for the City of Galt Liberty Ranch Community Facilities District formation. The project consists of approximately 356 acres of land, and the proposed CFD would finance a range of City services and maintenance activities.
Education
Bachelor of Science
Information and
Computer Science,
Management and
Mathematics Minors,
Cum Laude
University of
California Irvine
Areas of Expertise
Public Finance
Public Facility Financing
Special District Formation
and Administration
Proposition 218
New Markets Tax Credits
Grant Writing
18 Years’ Experience
Cost Engineering and CFD Formation Services 14
City of Irwindale, CA
City of Murrieta, CA – Special Tax Consulting: Mr. Medve assisted the City of Murrieta with change proceedings related to the existing CFD No. 2005-5 for the Golden Cities project. The CFD was modified to accommodate new sales prices and a new product mix.
County of San Diego, CA – Special Tax Consulting: Mr. Medve is currently assisting the County with their special tax consulting projects, specifically CFDs formed within unincorporated areas. He assisted in the formation of the Horse Creek Ridge and Hillside Meadows CFDs and is currently involved with the application review and initial steps of forming three additional CFDs that will fund services and improvements ranging from flood control maintenance and fire protection services to necessary capital improvements. He also has assisted in additional follow-on special tax analysis for the Harmony Grove CFD, and in the annexation of new territory to that CFD. He is also assisting with the replacement of an existing Permanent Road Division special assessment with a special tax to fund street rehabilitation and maintenance.
City of Gonzales, CA – Tax Increment/Special Tax Consulting: Mr. Medve provided consulting services related to the formation of one of the State’s first Enhanced Infrastructure Financing Districts (EIFD). The EIFD’s tax-sharing plan has been approved by both the City of Gonzales and the County of Monterey, bringing millions in funding to an area that will be annexed to the City and developed into a high-tech office park and research center. He also assisted the City with its Cost Allocation Plan and Comprehensive User Fee update.
City of Yucaipa, CA – Tax Increment/Special Tax Consulting: Mr. Medve provided consulting services related to the formation of one of the State’s first Enhanced Infrastructure Financing Districts (EIFD) to assist in funding infrastructure needed to serve a retail and office park surrounding Crafton Hills college. While the formation of the EIFD is still pending, Mr.
Medve prepared several feasibility analyses related to the formation, as well as the financial analysis and fiscal impact analysis that will be incorporated into the Infrastructure Financing Plan.
City of Laguna Beach, CA – Utility Undergrounding District Formation: Mr. Medve has assisted the City with four undergrounding assessment district formations since 2014. Duties include plan review, site inspection, benefit allocation, producing Engineer’s Reports, notices, ballots, and other legal documents, and attending Public Hearings/Council meetings. Mr.
Medve has innovated new techniques for benefit allocation that are more consistent with the requirements of Proposition 218 as interpreted by the California courts.
City of Newport Beach, CA – Utility Undergrounding District Formation: In 2016, Mr.
Medve assisted the City with an undergrounding assessment district ballot proceeding and the coordination of several other undergrounding districts in various stages of development.
Duties involved the development of assessment methodologies and Engineer’s Reports, plan review, coordination with utility companies, and the tabulation/counting of ballots.
City of Irvine, CA – Great Park Financing Plan: Mr. Medve assisted the City's Orange County Great Park (OCGP) subsidiary with the formation of a CFD and Redevelopment Area for the Great Park project. After the elimination of redevelopment agencies, he assisted OCGP with changing the tax structure to accommodate land use modifications and CFD change proceedings to assure adequate funding.
M. Medve
Resume Continued
Cost Engineering and CFD Formation Services 15
City of Irwindale, CA
Ronald Stein, P.E., QSD, ENV SP
Engineering Project Manager
Mr. Ron Stein offers expertise as a project manager, civil engineer, and quality assurance plan reviewer for various California municipalities. He has led land development engineering teams engaged in the design of projects encompassing storm drains, grading, erosion control, street improvements, striping, traffic control, and utilities.
Project Experience
Buena Vista Storm Drain, De Luz Community Service District. Engineer. Willdan repaired storm damage to three 60-inch diameter corrugated metal pipes and the roadway above.
Included field survey, environmental permitting and a full hydrology analysis with supporting calculations to ensure the culverts have adequate capacity and the existing perennial stream will not be adversely affected. Full PS&E will be provided with a storm drain profile and street and drainage improvements; and construction administration.
Harbor Sight Sewer Assessment District Formation, City of Rolling Hills Estates, CA.
Project Manager. Willdan is explored the feasibility of a sewer system with a preliminary design to enable the community to make an informed decision about the issue. The design showed the alignment of the pipe and a preliminary pump station analysis on which houses require a pump station. Willdan created a budgetary estimate of the construction costs and costs to form the District and present these results in a workshop to the residents.
Bowman Channel, City of Ridgecrest, CA. Project Manager. Willdan provided environmental, survey, hydrology analysis, hydraulic design, and permit acquisition services to construct master-planned improvements. The project will consist of a culvert with headwalls and wingwalls, check structures and street restoration. Hydraulic calculations will be performed to confirm the Master Drainage Plan, analyze the Bowman wash and provide adequate capacity. FEMA funds will be utilized for the project.
Well 17 Retrofit, City of Vernon, CA. Engineer. The City of Vernon is seeking to enhance the pedestal of City Well No. 17 to bring it into compliance with current regulations. The well head is to be retrofit by extending the existing casing and pedestal to a minimum of 18” above ground. Willdan will prepare plans and specifications to raise existing pedestal and all appurtenances and construct a new concrete pad.
Sewer Rehabilitation, City of Turlock, CA. Senior Engineer. Willdan provided engineering design services for the sewer rehabilitation project for three segments of sewers in various alleys. Willdan provided recommendations for design of new sewer pipe and preparing plans, specifications, and estimates for the projects.
Sewer Area Study, City of Rolling Hills, CA. Project Manager. Conducted a sewer area study for 235 parcels not currently connected to public sanitary sewer. The area study analyzed existing sewer facilities, land use and zoning and created an existing condition hydraulic model. The model was then updated to reflect adding the additional flow from the project area. Impacts to the system were identified and improvements recommended.
Priority Streets, City of Lynwood, CA. Quality Assurance / Quality Control. Willdan was selected for the preparation of plans, specifications, and estimates for the City‘s Annual Pavement Rehabilitation project. The combined estimated cost for the improvements was $11.5 million and included over 4,000 tons of ARHM pavement, 13,950 LF of water mains, 1,900 LF of new VCP sanitary sewers, and 2,400 LF of CIPP sewer lining with spot repairs.
SSMP Update, City of Bell, CA. Quality Assurance/Quality Control. In 2019, Willdan prepared a SSMP report, which included a sewer model for the City construction cost estimates and a project list based on maintenance or future needs to be included in the Capital Improvement Program (CIP). In 2021 Willdan updated the City's Sewer System Management Plan.
Education
BS, Civil Engineering,
Florida State University
Tallahassee, FL
License:
Civil Engineer,
California, No. 86877
11 Years’ Experience
Cost Engineering and CFD Formation Services 16
City of Irwindale, CA
Tyler Green
Project Analyst
Mr. Tyler Green is a senior analyst within Willdan’s Financial Consulting and District Administration Services groups. His primary function is to support project managers and senior analysts with the preparation of utility rate studies, cost allocation plans and user fee studies, as well as the formation of special tax districts. He specializes in analysis for a variety of clients, including cities and school districts.
Mr. Green is responsible for the annual administration of Community Facilities Districts and other types of special taxes. He assists in the research, analysis and implementation required for special district administration, including property classification, budget preparation, document data entry and updates, database management, and report preparation.
Mr. Green provides valuable analytical support under the guidance of Principal Consultant Mike Medve. His assigned tasks include updating content within the annual reports, preparing resolution(s) for Intent Meetings and Public Hearings, inputting and updating of parcel data, researching parcel changes, reviewing charge-exempt parcels, preparing applied reports, and providing general information on questions relating to the special taxes.
Relevant Project Experience
Mr. Green has worked with the following agencies.
Special District Formation
City of Chula Vista, CA – Special District Formations: Mr. Green provided analytical support on the following special district engagements: 18M Annexation 1; 97-2 Annexation 12; Annexation 2023-01 CFD 17-I; and Annexation 2023-02 CFD 17-I.
California Statewide Communities Development Authority – Special District Formations:
Mr. Green provides analytical support to the Project Manager and Principal-In-Charge for the CSCDA’s Citro CFD project.
City of Upland, CA – Special Tax Consulting: Mr. Green assisted the Willdan team by developing analysis and draft documents necessary for the formation of a CFD, and to support the issuance of bonds for the CFD.
County of San Diego, CA – Special Tax Consulting: Ms. Green served as a financial analyst assigned to the County of San Diego, special tax consulting services project team. He assisted the senior members of the team in analysis development and drafting necessary documents for the formation of CFDs, and supports the issuance of bonds, as necessary.
City of Santa Paula, CA – Special Tax Consulting: Mr. Green assisted with the Bond issuance support for CFD No. 2.
San Jacinto Unified School District; San Jacinto, CA: Mr. Green was the assigned project analyst for the recently formed CFD for the San Jacinto School District. Tasks included formation and bond issuance support.
City of Upland, CA – Special Tax Consulting: Mr. Green provided support for the formation of CFD 2022-1 and issuance of debt for previously formed CFDs.
City of Rancho Mirage, CA – Special Tax Consulting: Mr. Green was the project analyst for the formation of CFD 4C and 5 and debt issuance for CFDs 4A and 4B.
Special District Annual Administration
▪ City of Upland, CA – Administration of Community Facilities Districts ▪ California Statewide Communities Development Authority – Administration of Community Facilities Districts
▪ City of Buckeye, AZ – Administration of Community Facilities Districts ▪ City of Galt, CA – Administration of Community Facilities Districts ▪ Nevada County Consolidated Fire Department; Nevada City, CA – Administration of special taxes
▪ River Delta Unified School District; Rio Vista, CA – Administration of Community Facilities Districts
Education
Bachelor of Science,
Business Administration
and Leadership
Studies, Chapman
University
Areas of Expertise
Community Facilities
Districts Formation
and Administration
Bond Issuance Support
3 Years’ Experience
Cost Engineering and CFD Formation Services 17
City of Irwindale, CA
References
Below are recent Special Tax Consulting Services project descriptions. We are proud of our reputation for customer service and encourage you to contact these clients regarding our commitment to completing the projects within budget and agreed upon timelines.
City of Upland, CA
Special Tax Consultant and Community Facilities District Formation Services Willdan worked with the City of Upland and their financing team to form the Sycamore Hills CFD (2015-1) and the Harvest CFD (2016-1) and assist in the issuance of multiple series of bonds. The CFDs were formed to provide revenue to support the issuance of bonds, proceeds of which were used to pay for backbone infrastructure (streets, sewer, water, storm drains, etc.) and development fees associated with the development of over 300 residential units in the City. The CFDs were originally formed with one improvement area, then underwent change proceedings to create a second improvement area to better align the timing of two series of bonds with the development of two separate areas of the project.
Willdan completed special tax analysis and cash flow pro forma analysis for the project, developed a taxing methodology that suited the projected build out timeline, and which equitably allocated the costs and apportioned the tax burden among the various types of property in the CFDs. We also prepared the Rate and Method of Apportionment and CFD Report for both and assisted in the preparation of bond offering documents.
We are also working with the City on an ongoing basis to provide for administration of the CFD and preparation of annual disclosure and arbitrage rebate reports.
Client Contact: Doug Anderson, Managing Director Urban Futures Tel #: (714) 923-3543 | Email: [email protected] Dates of Service: August 2019 – Ongoing
City of Rancho Mirage, CA
Special Tax Consultant and Community Facilities District Formation Services The City of Rancho Mirage has been a long-standing client of Willdan. Most recently, Willdan worked with the City to complete the formation of CFD 4A and CFD 4B and supported the City in the issuance of bonds for both. Both CFDs are associated with the development of a Del Webb residential development project in the City, and collectively encompass more than 600 single-family residential units.
The CFDs were formed in 2018 and 2019 to provide revenue to support bonds that would finance backbone infrastructure improvements required by the City, payment of certain fees required by the City, and also sewer and water improvements and fees required by the Coachella Valley Water District.
Our role included close work with the City, the developer, and the developer’s consultant to develop special tax and pro forma cash flow analysis, as well as the development of the special tax methodology. The methodology was created to appropriately distribute the cost of the improvements and develop tax rates that equitably charged various types of property in the district. Willdan completed the Rate and Method of Apportionment, CFD Report, and assisted in the preparation of resolutions and other associated documents for the formation of the CFD. We also completed other tasks necessary to support the formation and special tax election proceedings.
Willdan will continue to work with the City going-forward to assist in the annual administration of the district, including calculation of the annual taxes for properties in the CFD. We will also assist in the preparation of annual continuing disclosure reports.
Client Contact: Kofi Antobam, Director of Administrative Services Tel #: (760) 324-4511, Ext 232 | Email: [email protected] Dates of Service: August 2018 – Ongoing
Cost Engineering and CFD Formation Services 18
City of Irwindale, CA
City of Lancaster, CA
Special Tax Consultant and Community Facilities District Formation Services Willdan assisted the City of Lancaster with a cost of service and fiscal study, and subsequent CFD formation, to fund maintenance services associated with new development projects in the City. The City requested that the special tax rates be lower in the City center to account for the existing availability of resources and lower demand for services within that region. Areas external to the City center generally would require the construction of new public facilities (community centers, corporation yards, parks, trails, etc.) and would incur greater maintenance demand. Only limited guaranteed revenues were considered in the fiscal analysis. The CFD was formed in early 2021.
Willdan completed special tax analysis and cash flow pro forma analysis for the project, developed a taxing methodology that suited anticipated development, and which apportioned the tax burden among the types of development expected in the areas proposed for inclusion in the CFD, and we prepared the Rate and Method of Apportionment and CFD Report. The first annexation to the CFD took place in Summer 2022.
Client Contact: Patti Garibay, Innovation and Economic Development Tel #: (661) 723-6072 | Email: [email protected] Dates of Service: May 2020 – Ongoing
City of Banning, CA
California Statewide Communities Development Authority (CSCDA) Special Tax Consultant and Formation Services
For several years Willdan has provided special tax consulting and CFD formation services to CSCDA for its SCIP program, which allows CSCDA to form CFDs on behalf of local agencies where specific project aspects make this approach advantageous. The most recent CFD formation was completed in spring of 2021, for the City of Banning, for CFD 2020-2 (Atwell).
Willdan worked with the lead banker (RBC) and the rest of the financing team to successfully form the CFD and complete the issuance of $18.79 million in bonds. Willdan developed multiple improvement areas and alternative special tax methodologies for evaluation, completed a comprehensive special tax analysis (pro forma), and prepared analysis and tables to support the issuance of bonds. We also prepared the RMA and Special Tax Report and coordinated the recording of all necessary documents. The CFD financed the payment of fees and construction of backbone infrastructure for the Atwell project which is projected to include up to 3,500 residential units in the City.
The formation of a second Improvement Area is currently underway.
Willdan worked with the City, the financing team, the developer, and the developer’s consultant to understand the needs of key stakeholders and create a CFD that addresses each.
Dates of Service: February 2020 – Ongoing
City of Hemet, CA
California Statewide Communities Development Authority (CSCDA) Special Tax Consultant and Formation Services
For the City of Hemet, Willdan worked with the CSCDA financing team, the developer, and the City to successfully form CFD 2018-02 and complete the issuance of the Series 2020 Bonds ($8.51 million). The CFD incorporated three improvement areas; future bond issuances associated with the second and third improvement areas are anticipated to occur in the next two years as development progresses.
We prepared a comprehensive special tax analysis for each improvement area, prepared the RMA and Special Tax Report, and coordinated the recording of all necessary documents. The CFD financed the construction of backbone infrastructure and the payment of development impact fees for the McSweeny residential development.
Client Contact: James Hamill, Managing Director, CSCDA
Tel #: (925) 476-5644 | Email: [email protected]
Dates of Service: June 2018 – Ongoing
Cost Engineering and CFD Formation Services 19
City of Irwindale, CA
Project Fees
Cost Engineering and CFD Formation Services
Willdan Financial Services proposes to perform the tasks outlined in our Scope of Services for the fees noted in the table below.
Cost Engineering and CFD Formation Services
Service Fee
Phase One
Community Facilities District Formation Services $32,500 Phase Two
Operations and Maintenance Technical Memorandum $4,500
Engineer’s Opinion of Probable Cost $7,500
Phase Two – Optional Request for Bid Support $3,000
Total Fee – with optional task $47,500
Notes
▪ Phase One includes drafting of the Goals and Policies and updating the City’s Municipal Code ▪ The fees denoted above will not be contingent upon the outcome of the formation process. ▪ Additional meetings or tasks outside our proposed scope of work will require an additional fee. ▪ For the purpose of our proposal, telephone conference calls are not considered “meetings” and are not limited by our scope of services.
▪ The City will be invoiced on a monthly percentage-completion basis.
Hourly Rates
Additional services may be authorized by the City and will be billed at our then-current hourly overhead consulting rates. Our current hourly rates are:
Willdan Hourly Rate Schedule
Position Team Member Hourly Rate
Vice President / Director Chris Fisher $250
Engineer Ronald Stein $240
Principal Consultant Mike Medve $210
Senior Project Manager $185
Project Manager $165
Senior Project Analyst $135
Senior Analyst Tyler Green $125
Analyst II $110
Analyst I $100
March 8, 2018
27368 Via Industria, Suite 200
Temecula, California 92590-4856
800.755.6864 | 951.587.3500
www.willdan.com
1 AGREEMENT FOR CONTRACT SERVICES
BETWEEN THE CITY OF IRWINDALE AND
WILLDAN FINANCIAL SERVICES
This AGREEMENT FOR CONTRACT SERVICES (herein “Agreement”) is made and entered into this 12th day of June 2024 by and between the CITY OF IRWINDALE, a California Charter City and municipal corporation (“City”) and WILLDAN FINANCIAL SERVICES, a (“Consultant”). City and Consultant are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.” NOW, THEREFORE, the parties hereto agree as follows:
1. SERVICES OF CONSULTANT
1.1 Scope of Services. In compliance with all of the terms and conditions of this Agreement, the Consultant shall perform the work or services set forth in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by reference. Consultant warrants that it has the experience and ability to perform all work and services required hereunder and that it shall diligently perform such work and services in a professional and satisfactory manner.
1.2 Compliance With Law. All work and services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental agency of competent jurisdiction.
1.3 Licenses, Permits, Fees and Assessments. Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by the Agreement.
1.4 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern.
2. COMPENSATION
2.1 Contract Sum. For the services rendered pursuant to this Agreement, Consultant shall be compensated in accordance with the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference, but not exceeding the maximum contract amount of Forty-Seven Thousand Five Hundred Dollars ($47,500) (“Contract Sum”).
2.2 Invoices. Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by subPage 186 of 601 -2-
category), travel, materials, equipment, supplies, and subcontractor contracts. Subcontractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person.
City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, City will use its best efforts to cause Consultant to be paid within forty five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by the City of any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law.
2.3 Additional Services. City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual cost of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum but not exceeding a total contract amount of Five Thousand Dollars ($5,000) or in the time to perform of up to ninety (90) days may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. No claim for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.
3. PERFORMANCE SCHEDULE
3.1 Time of Essence. Time is of the essence in the performance of this Agreement.
3.2 Schedule of Performance. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding thirty (30) days cumulatively.
3.3 Force Majeure. The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the
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period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section.
3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding one (1) year from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”).
4. COORDINATION OF WORK
4.1 Representative of Consultant. Mr. Chris Fisher is hereby designated as being the representative of Consultant authorized to act on its behalf with respect to the work and services specified herein and make all decisions in connection therewith. All personnel of Consultant and any authorized agents shall be under the exclusive direction of the representative of Consultant. Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, and shall keep City informed of any changes.
4.2 Contract Officer. The City Manager, or his or her designee, is hereby designated as being the representative the City authorized to act in its behalf with respect to the work and services specified herein and to make all decisions in connection therewith (“Contract Officer”).
4.3 Prohibition Against Subcontracting or Assignment. Consultant shall not contract with any entity to perform in whole or in part the work or services required hereunder without the express written approval of the City. Neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. Any such prohibited assignment or transfer shall be void.
4.4 Independent Consultant. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth. Consultant shall perform all services required herein as an independent contractor of City with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City, or that it is a member of a joint enterprise with City.
5. INSURANCE AND INDEMNIFICATION
5.1 Insurance Coverages. The Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City:
(a) Commercial General Liability Insurance (Occurrence Form CG0001 or equivalent). A policy of comprehensive general liability insurance written on a per
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occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, either the general aggregate limit shall apply separately to this contract/location, or the general aggregate limit shall be twice the occurrence limit. (b) Worker’s Compensation Insurance. A policy of worker’s compensation insurance in such amount as will fully comply with the laws of the State of California and which shall indemnify, insure and provide legal defense for the Consultant against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by the Consultant in the course of carrying out the work or services contemplated in this Agreement.
(c) Automotive Insurance (Form CA 0001 (Ed 1/87) including “any auto” and endorsement CA 0025 or equivalent). A policy of comprehensive automobile liability insurance written on a per occurrence for bodily injury and property damage in an amount not less than either (i) bodily injury liability limits of $100,000 per person and $300,000 per occurrence and property damage liability limits of $150,000 per occurrence or (ii) combined single limit liability of $1,000,000. Said policy shall include coverage for owned, non-owned, leased, hired cars, and any other automobile.
(d) Professional Liability. Professional liability insurance appropriate to the Consultant’s profession. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 5 consecutive years following the completion of Consultant’s services or the termination of this Agreement. During this additional 5-year period, Consultant shall annually and upon request of the City submit written evidence of this continuous coverage. (e) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.
(f) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.
5.2 General Insurance Requirements.
All of the above policies of insurance shall be primary insurance and shall name the City, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by City or its officers, employees or agents may apply in excess of, and not contribute with Consultant’s insurance. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers, employees and agents and their respective insurers. The insurance policy must specify that where the primary insured does not satisfy the self-insured retention, any additional insured may satisfy the self-insured retention. All of said policies of insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the City. In the event any of said policies of
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insurance are cancelled, the Consultant shall, prior to the cancellation date, submit new evidence of insurance in conformance with this Section 5.1 to the Contract Officer. No work or services under this Agreement shall commence until the Consultant has provided the City with Certificates of Insurance, additional insured endorsement forms or appropriate insurance binders evidencing the above insurance coverages and said Certificates of Insurance or binders are approved by the City. City reserves the right to inspect complete, certified copies of and endorsement to all required insurance policies at any time. Any failure to comply with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City.
The insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the City’s Risk Manager or other designee of the City due to unique circumstances.
5.3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, except claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement.
6. RECORDS, REPORTS, AND RELEASE OF INFORMATION
6.1 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services and shall keep such records for a period of three years following completion of the services hereunder. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records.
6.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement or as the Contract Officer shall require.
6.3 Confidentiality and Release of Information.
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(a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than the City without prior written authorization from the Contract Officer.
(b) Consultant shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives the City notice of such court order or subpoena.
(c) If Consultant provides any information or work product in violation of this Agreement, then the City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct.
(d) Consultant shall promptly notify the City should Consultant be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. The City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with the City and to provide the City with the opportunity to review any response to discovery requests provided by Consultant.
6.4 Ownership of Documents. All studies, surveys, data, notes, computer files, reports, records, drawings, specifications, maps, designs, photographs, documents and other materials (the “documents and materials”) prepared by Consultant in the performance of this Agreement shall be the property of the City and shall be delivered to the City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by the City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder.
Moreover, Consultant with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City.
7. ENFORCEMENT OF AGREEMENT AND TERMINATION
7.1 California Law. This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California.
7.2 Disputes; Default. In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to
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Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article.
7.3 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement.
Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue any legal action under this Agreement.
Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.
7.4 Termination Prior to Expiration of Term. This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, the Consultant reserves the right to terminate this Contract at any time, with or without cause, upon sixty (60) days’ written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Consultant may determine. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder, but not exceeding the compensation provided therefore in the Schedule of Compensation Exhibit “C”. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2.
7.5 Termination for Default of Consultant. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may
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withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated.
8. MISCELLANEOUS
8.1 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class in the performance of this Agreement. Consultant shall take affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class
8.2 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount, which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.
8.3 Notice. Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Irwindale, 5050 N Irwindale Ave, Irwindale, CA 91706t and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement.
Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section.
8.4 Integration; Amendment. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing.
8.5 Severability. In the event that part of this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining portions of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless.
8.6 Waiver. No delay or omission in the exercise of any right or remedy by non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. A party’s consent to or approval of any act by the other party requiring the party’s consent or approval shall not be deemed to waive or render unnecessary the other party’s consent to or approval of any subsequent act. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement.
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8.7 Attorneys’ Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which any be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees, whether or not the matter proceeds to judgment.
8.8 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.
8.9 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument.
8.10 Warranty & Representation of Non-Collusion. No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.
Consultant’s Authorized Initials _______
8.11 Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties.
[Signatures on the following page.]
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.
CITY:
CITY OF IRWINDALE, a municipal corporation
Julian Miranda, City Manager
ATTEST:
Laura Nieto, City Clerk
APPROVED AS TO FORM:
ALESHIRE & WYNDER, LLP
Adrian R. Guerra, City Attorney
CONSULTANT:
Willdan Financial Services
By:
Name: Chris Fisher
Title:
By:
Name:
Title:
Address:
27368 Via Industria
Suite 200
Temecula, CA 92590
Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT’S
SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE
INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY.
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF LOS ANGELES
On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature: _____________________________________
OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT
INDIVIDUAL
CORPORATE OFFICER
_______________________________
TITLE(S)
PARTNER(S) LIMITED
GENERAL
ATTORNEY-IN-FACT
TRUSTEE(S)
GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________
___________________________________
TITLE OR TYPE OF DOCUMENT
___________________________________
NUMBER OF PAGES
___________________________________
DATE OF DOCUMENT
___________________________________
SIGNER(S) OTHER THAN NAMED ABOVE
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document.
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF LOS ANGELES
On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature: _____________________________________
OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT
INDIVIDUAL
CORPORATE OFFICER
_______________________________
TITLE(S)
PARTNER(S) LIMITED
GENERAL
ATTORNEY-IN-FACT
TRUSTEE(S)
GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________
___________________________________
TITLE OR TYPE OF DOCUMENT
___________________________________
NUMBER OF PAGES
___________________________________
DATE OF DOCUMENT
___________________________________
SIGNER(S) OTHER THAN NAMED ABOVE
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document.
01005.0007/988680.1 A-1
EXHIBIT “A”
SCOPE OF SERVICES
I. Consultant will perform the following Services:
A. Form a Community Facilities District (CFD), in conjunction with IBC North, to fund the annual maintenance associated with a project-specific sewer line. The district would form the basis for a CFD and would ensure that the IBC North project provides revenue to help fund City services, as more fully set forth in Consultant’s Cost Engineering and CFD formation services proposal, attached as Exhibit “A-1,” and incorporated herein by this reference.
II. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City.
01005.0007/988680.1 B-1
EXHIBIT “B”
SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
C-1
01005.0007/988680.1
EXHIBIT “C”
SCHEDULE OF COMPENSATION
I. Consultant shall perform the following Services at the following rates as set forth in Exhibit “A-1”
II. A retention of ten percent (10%) shall be held from each payment as a contract retention to be paid as a part of the final payment upon satisfactory completion of services.
III. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 2.3.
IV. The City will compensate Consultant for the Services performed upon submission of a valid invoice, in accordance with Section 2.2. Each invoice is to include:
A. Line items for all the work performed, the number of hours worked, and the hourly rate.
B. Line items for all materials and equipment properly charged to the Services.
C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.
D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.
V. The total compensation for the Services shall not exceed $ 47,500, as provided in Section 2.1 of this Agreement.
VI. Consultant’s billing rates for all personnel are attached as Exhibit A-1.
D-1
01005.0007/988680.1
EXHIBIT “D”
SCHEDULE OF PERFORMANCE
I. Consultant shall perform all Services timely in accordance with the following schedule as set forth in Exhibit “A-1”.
III. The Contract Officer may approve extensions for performance of the Services in accordance with Section 3.2.
Item #19.L.
Date: June 26, 2024
To: Honorable Mayor and Members of the City Council
From: Julian A. Miranda, City Manager
Issue: Acceptance of the Dan Diaz Recreation Center Reroofing Project; P-1063 City Manager's Recommendation:
That the City Council (1) accept the improvements and maintenance responsibilities for the completed Dan Diaz Recreation Center Reroofing Project P-1063; (2) approve the final construction project amount of $680,017 under the construction contract with Best Contracting Services, Inc. (3) authorize the City Clerk to record the Notice of Completion; and (4) authorize the Finance Director to release the 5% retention amount for the project.
Administrative Action:
Prepared/Submitted by:
Eddie Chan, Director of Engineering/Building Official
Reviewed by:
Adrian R. Guerra, City Attorney
Kambiz Borhani, Finance Director / City Treasurer
Approved by:
Julian A. Miranda, City Manager
Background and Analysis:
On February 28, 2024, the City Council awarded the Dan Diaz Recreation Center Reroofing Project P1063 to Best Contracting Services, Inc. in the amount of $680,017, plus a 10% contingency in the amount of $68,002 for a total of $748,019.00. This project was successfully completed on time and within budget, with no additional change orders made. The project was completed in accordance with the approved plans and specifications.
Staff recommends that City Council accept the improvements and maintenance responsibility for the Dan Diaz Recreation Center Reroofing Project and render the project complete. Once the project is considered complete, the City will then file a Notice of Completion and release the retention amount of the project. Staff also recommends the City Council authorize the City Clerk to record the said Notice of Completion and authorize the Finance Director to release the 5% retention amount for the project.
Fiscal Impact:
Funding for this project was budgeted in the FY 2023-2024 budget under the Recreation/Library Building Improvement Project (Account No. 48-80-800-45200-8228) and no additional amount is being requested.
Attachments:
1. 06-26-2024 Acceptance of Dan Diaz Recreation Center Reroofing Project (P-1063) - NOC
RECORDING REQUESTED BY: /
CITY OF IRWINDALE /
/
WHEN RECORDED MAIL TO: /
Eddie Chan
City of Irwindale /
Department of Public Works /
5050 N. Irwindale Avenue /
Irwindale, CA 91706 /
/
/
/
SPACE ABOVE THIS LINE FOR RECORDER’S USE
NOTICE OF COMPLETION OF
PUBLIC IMPROVEMENT AND WORK
NOTICE IS HEREBY GIVEN THAT:
1. The undersigned is owner of an interest or estate in the hereinafter described real property, the nature of which interest or estate is: CITY OF IRWINDALE DAN DIAZ RECREATION CENTER REROOFING PROJECT (P-1063).
2. The full name of the owner is: CITY OF IRWINDALE.
3. The full address of the owner is: 5050 NORTH IRWINDALE AVENUE, IRWINDALE, CALIFORNIA, 91706.
4. On the 26th day of JUNE 2024, there was completed upon the hereinafter-described real property the following work: DAN DIAZ RECREATION CENTER REROOFING PROJECT.
5. The name of the original contractor for the work described above was: BEST CONTRACTING SERVICES, INC.
6. The real property referred to herein is situated in the City of Irwindale, County of Los Angeles, State of California and is described as follows: CITY OF IRWINDALE DAN DIAZ RECREATION CENTER LOCATED AT 16053 CALLE DE PASEO.
DATED: __________________, 2024
__________________________________________
Eddie Chan, Director of Engineering/Building Official
City of Irwindale
ATTEST:
____________________
Chief Deputy City Clerk
State of California
County of _______________
Subscribed and sworn to (or affirmed) before me on this ______ day of _____________, 20___, by __________________________________________________________________________, proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. (Seal) Signature_______________________
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
Item #19.M.
Date: June 26, 2024
To: Honorable Mayor and Members of the City Council
From: Julian A. Miranda, City Manager
Issue: Request to Approve a Funding Memorandum of Agreement Between the Cities of Azusa, Duarte, and Irwindale, and the San Gabriel Valley Council of Governments City Manager's Recommendation:
That the City Council of the City of Irwindale approve and authorize the City of Irwindale (City) to enter into a Funding Memorandum of Agreement (MOA) between the Cities of Azusa, Duarte, and Irwindale, and the San Gabriel Valley Council of Governments to set forth the terms for the distribution of SB 104 Funds.
Administrative Action:
Submitted by:
Theresa Olivares, Assistant City Manager
Prepared by:
Theresa Olivares, Assistant City Manager
Shayna Balli, City Librarian
Reviewed by:
Adrian R. Guerra, City Attorney
Kambiz Borhani, Finance Director / City Treasurer
Approved by:
Julian A. Miranda, City Manager
Background and Analysis:
In October 2023, the City Council approved an MOU between the cities of Azusa, Duarte, and Irwindale to collaborate on services to enhance public safety in the north San Gabriel River Area. The MOU provided for the following elements:
• Joint Planning and Preparedness: Collaborate on emergency response plans, organize joint training exercises, and facilitate cross-training and professional development. • Information and Resource Sharing: Exchange information and intelligence, investigate opportunities for resource sharing (i.e., personnel, equipment, etc.…) to improve the efficient and effectiveness of limited resources.
• Joint Homelessness Response and Coordination: Develop comprehensive strategies and action plans to address homelessness.
• Supportive Services and Referrals: Share supportive services information (i.e., mental health counseling, addition treatment, and job placement programs). • Joint Grant Research and Application: Research funding opportunities, including grants, for joint application submittals.
• Partnerships with Agencies and Organizations: strengthen relationships with regional, County, State, and Federal agencies.
• Encampment Cleanup: Identify and assess and encampments, prioritize cleanup demands, and safely remove hazardous materials and debris.
• Improvements to San Gabriel River: Work with U.S. Army Corps of Engineers Los Angeles District to manage flood-risk, reduce the risk of wildfires, and improve the health of the Riverbed.
The North San Gabriel River Working Group (NSGRWG) is the recipient of $300,000 in SB 104 Funds and it is now necessary for the City of Irwindale to enter into a Funding Memorandum of Agreement between the cities of Azusa, Duarte, and Irwindale and the San Gabriel Valley Council of Governments to set forth the terms for the distribution of the SB 104 Funds. The MOA identifies the responsibilities of the SGVCOG and the Cities as follows:
SGVCOG:
• Reimburse Azusa within 45 days of proper invoicing from cities for allowable expenses. • Coordinate conference calls and meeting with cities.
Cities:
• Expend funds in accordance with Senate Bill 104, Section 19.564(b)(57). • City of Azusa to serve as fiscal agent and will be responsible for submitting invoices on behalf of the Cities and distributing funds to Cities.
• Irwindale to submit invoices to Azusa within 60 days of allowed expenditure. • Azusa to disburse funds to Cities within 45 days of receipt of funds from SGVCOG.
Fiscal Impact:
The acceptance of the public safety grant provides $300,000 in funds allocated specifically for public safety enhancements. The funds are to be disbursed based on invoices submitted by the participating cities for eligible expenditures, as detailed in the MOA.
This grant funding does not require matching funds from the City's budget and is intended to enhance public safety services without additional financial burden on local resources. However, as this is a reimbursement grant, the City will first need to utilize General Fund resources and then submit for reimbursement through the City of Azusa.
Attachments:
1. SGVCOG Agreement for SB104 Budget Allocation Cities of Azusa Duarte Irwindale
1 MEMORANDUM OF AGREEMENT
FUNDING MEMORANDUM OF AGREEMENT BETWEEN THE CITIES OF AZUSA,
DUARTE AND IRWINDALE AND THE SAN GABRIEL VALLEY COUNCIL OF
GOVERNMENTS (SGVCOG)
This Memorandum of Agreement (“MOA”) is by and between the Cities of Azusa, Duarte, and Irwindale (collectively, the “Cities”) on the one hand, and the San Gabriel Valley Council of Governments (SGVCOG) on the other, to be effective as of the date signed by all the Parties. The Cities and the SGVCOG may be referred to herein collectively as the “Parties” or individually as a “Party”.
RECITALS:
A. The SGVCOG was established to have a unified voice to maximize resources and advocate for regional and member interests to improve the quality of life in the San Gabriel Valley within the jurisdictions of its member cities and its unincorporated areas.
B. Pursuant to Senate Bill No. 104 (2023), Section 19.564 (b)(57), $1,000,000 was allocated to the SGVCOG by the Department of Housing and Community Development for a homeless services pilot program (the “SB 104 Funds”).
C. After consultation with State Senator Rubio’s office concerning the distribution of funds, it was agreed that a portion of the funds should be distributed to the Cities.
D. By way of this MOA, the Cities and the SGVCOG desire to set forth the terms for distribution of the SB 104, Section 19.564 (b)(57), Funds (the “Program”).
NOW, THEREFORE, the Parties agree to the following:
I. TERM:
The term of this MOA shall commence upon execution of the MOA by all Parties and shall continue through the SGVCOG’s obligation to reimburse the Cities for eligible expenses.
II. RESPONSIBILITIES OF EACH OF THE PARTIES:
A. SGVCOG
1. Within forty-five (45) days of receipt of a proper invoice for allowable expenses by the Cities, reimburse the City of Azusa up to a not to exceed amount of three hundred thousand dollars ($300,000) in SB 104 Funds.
2. Coordinate conference calls and/or meetings with Cities as necessary.
3. Provide any updated point-of-contact described in Section III.B to serve as the SGVCOG’s Project Manager with name, title, and contact information.
B. Cities
2 1. Be solely responsible for expending the SB 104 Funds for purposes consistent with Senate Bill 104, Section 19.564(b)(57) and as it may be amended, which is attached hereto as Exhibit “A”.
2. The City of Azusa shall act as the Cities fiscal agent with respect to the responsibility for submitting invoices on behalf of the Cities and distributing to each City is pro rata share of reimbursements received by the SGVCOG.
3. The Cities shall coordinate with each other so that within 60 days of expenditure of funds for which reimbursement is permitted under this MOA, the City of Azusa is able to submit detailed invoices to the SGVCOG, and any further documentation reasonably necessary to insure the funds were expended by the Cities consistent with Senate Bill 104.
4. Within 45 days of receipt of payment from the SGVCOG, the City of Azusa shall be responsible for reimbursing the cities of Duarte and Irwindale for their proportionate costs.
5. The Cities agree to release the SGVCOG from any further obligation to reimburse the Cities for costs incurred under this MOA upon the SGVCOG’s payment to Azusa.
6. The City of Azusa shall submit invoices no later than one year from the effective date of this MOA and the SGVCOG shall have no further obligations under this MOA to the Cities for any invoices submitted after that time.
7. Respond to SGVCOG requests related to the Program in a timely manner.
8. Maintain membership in the SGVCOG during the entire term of this MOA.
9. Coordinate conference calls and/or meetings with the SGVCOG as necessary.
10. Provide any updated point-of-contact described in Section III.B to serve as the Cities’ Project Manager with name, title, and contact information.
III. AMENDMENTS:
For any change which affects any term or condition included under this MOA, an amendment to the MOA shall be prepared and executed by all the Parties.
IV. PROJECT MANAGEMENT:
A. For purposes of this MOA, the SGVCOG designates the following individual as its Project Manager to which any notices required under this MOA shall be sent:
Caitlin Sims, Manager of Local Programs
San Gabriel Valley Council of Governments
1333 S. Mayflower Avenue, Ste. 360
Monrovia, CA 91016
[email protected]
B. For purposes of this MOA, the City of Azusa designates the following individual as its Project Manager to which any notices required under this MOA shall be sent:
Sergio Gonzalez, City Manager
City of Azusa
213 E. Foothill Boulevard
3 Azusa, CA 91702
[email protected]
C. For purposes of this MOA, the City of Duarte designates the following individual as its Project Manager to which any notices required under this MOA shall be sent:
Brian Villalobos, City Manager
City of Duarte
1600 Huntington Drive
Duarte, CA 91010
[email protected]
D. For purposes of this MOA, the City of Irwindale designates the following individual as its Project Manager to which any notices required under this MOA shall be sent:
Julian A. Miranda, City Manager
City of Irwindale
5050 N. Irwindale Avenue
Irwindale, CA 91706
[email protected]
E. Any Party may change its Project Manager or contacts upon written notice to the other Parties.
V. TERMINATION:
This MOA may be terminated for cause at any time for a material default by one of the Parties upon written notice to the applicable Project Manager. In the event of termination for cause, termination will be in effect three days after deposit of the written notice in the U.S. Mail, postage pre-paid, unless otherwise stated at a later time in the written notice.
VI. INDEMNITY:
A. Neither the SGVCOG, its member agencies, or their respective officers, employees, consultants or volunteers (the “SGVCOG Indemnitees), shall be responsible for any damage or liability occurring by reason of anything done or committed to be done by the City or its respective officers, agents, employees, or volunteers under or in connection with the performance of this MOA.
B. Neither the Cities or its respective officers, employees, consultants, or volunteers (the “Cities Indemnitees), shall be responsible for any damage or liability occurring by reason of anything done or committed to be done by the SGVCOG Indemnitees under or in connection with the performance of this MOA
4 VII. OTHER TERMS AND CONDITIONS:
A. In performing this MOA, except as provided in Section II.B.2 above, none of the Parties are a contractor, agent, or employee of the other. Otherwise, no Party shall represent itself as contractors, agents or employees of any other Party and shall have no powers to bind the other Party in contract or otherwise.
B. This MOA, along with the applicable expenditure requirements of Senate Bill 104, constitute the entire understanding between the Parties, with respect to the subject matter herein. The MOA shall not be amended except in writing signed by the Parties.
C. No Party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of any such obligation is prevented or delayed by unforeseen causes including acts of God, floods, earthquakes, fires, acts of a public enemy, pandemic, and government acts beyond the control and without fault or negligence of the affected Party. Each Party hereto shall give notice promptly to the others of the nature and extent of any such circumstances claimed to delay, hinder, or prevent performance of any obligations under this MOA.
D. No Party shall assign this MOA, or any part thereof, without the prior written consent and prior approval of the other Parties, nor any assignment without consent shall be void and unenforceable.
E. This Agreement shall be governed by California law and any applicable federal law.
F. If any provision of this MOA is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in any way.
G. The terms of this MOA shall inure to the benefit of, and shall be binding upon, each of the Parties and their respective approved successors and assigns.
In witness whereof, the Parties enter into this MOA on the date of last execution by the Parties.
FOR THE CITY OF AZUSA FOR THE CITY OF DUARTE
By: ___________________________ By: ___________________________ Sergio Gonzalez Brian Villalobos
City Manager City Manager
Date: __________________________ Date: _________________________
5 APPROVED AS TO FORM: APPROVED AS TO FORM:
_______________________________ ______________________________ Marco Martinez Thai V. Phan
City Attorney City Attorney
FOR THE CITY OF IRWINDALE
By: ___________________________
Julian A. Miranda
City Manager
Date: __________________________
APPROVED AS TO FORM:
_______________________________
Adrian R. Guerra
City Attorney
FOR THE SAN GABRIEL VALLEY
COUNCIL OF GOVERNMENTS
By: ____________________________
Marisa Creter
Executive Director
Date: __________________________
APPROVED AS TO FORM:
6 _______________________________
David DeBerry
General Counsel
7 SEC. 19.564.
(a) (1) The amounts appropriated pursuant to this section reflect legislative priorities related to housing.
(2) For allocations in this section that include a designated state entity, the entity shall allocate the funds to the recipients identified in the paragraphs following each designation. The state entity shall determine the best method for allocation to ensure the funds are used for the purposes specified in this section. Self-attestation by the receiving entity is an acceptable method of verification of the use of funds, if determined appropriate by the state entity. (3) Notwithstanding any other law, allocations pursuant to this section are exempt from the personal services contracting requirements of Article 4 (commencing with Section 19130) of Chapter 5 of Part 2 of Division 5 of Title 2 of the Government Code, from Part 2 (commencing with Section 10100) of Division 2 of the Public Contract Code, and the State Contracting Manual, and are not subject to the approval of the Department of General Services, including the requirements of Chapter 6 (commencing with Section 14825) of Part 5.5 of Division 3 of the Title 2 of the Government Code.
(4) If an item number for the appropriate department for a state entity does not exist, and such an item number is required in order to make the specified allocations, the Department of Finance may create an item number for this purpose.
(5) Notwithstanding any other law, a designated state entity administering an allocation pursuant to this section may provide the allocation as an advance lump sum payment, and the allocation may be used to pay for costs incurred prior to the effective date of the act adding this paragraph.
(6) The Department of Finance may authorize the transfer of allocating authority to a different state entity to facilitate the expenditure of the funds for the intended legislative purpose. Any state entity that allocates funds may also, in consultation with the Department of Finance, use an alternative local fiscal agent that is not identified in this section instead of the fiscal agent designated in this section if necessary to achieve the intended legislative purpose. Any change to the allocating state entity or fiscal agent made pursuant to this paragraph shall be reported to the Joint Legislative Budget Committee in writing at least 30 days, or no sooner than whatever lesser time after that notification the chairperson of the joint committee, or the chairperson’s designee, may determine, prior to the change. It is the intent of the Legislature to revise this section during the 2023–24 fiscal year to reflect any changes necessary to achieve the intended legislative purpose.
(7) Unless otherwise specified in this section, funds allocated pursuant to this section shall be available for encumbrance through June 30, 2025, and expenditure until June 30, 2027. (8) Unless otherwise specified, the funds appropriated in this section shall not be disbursed for any project prior to September 30, 2023. Future legislation may, but is not required to, specify further details concerning the manner of disbursement of these funds. (9) Funding provided in this section shall not be used for a purpose subject to Section 8 of Article XVI of the California Constitution. If the Department of Finance determines that any allocation would be considered an appropriation for that purpose, the funding shall not be allocated, and the department shall notify the Joint Legislative Budget Committee of that finding.
(10) The amounts specified in subdivisions (b), inclusive, are hereby appropriated from the General Fund as follows:
(b) To be allocated by the Department of Housing and Community Development as follows:
(57) $1,000,000 for the San Gabriel Valley Council of Governments for a homeless services pilot program.
Item #21.A.
Date: June 26, 2024
To: Honorable Mayor and Members of the City Council
From: Julian A. Miranda, City Manager
Issue: Consideration of Appointment of ICF Boardmembers City Manager's Recommendation:
That the City Council adopt Resolution No. 2024-50-3527 entitled, "A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF IRWINDALE APPOINTING TWO RESIDENT REPRESENTATIVE MEMBERS AND
ONE CITY COUNCIL REPRESENTATIVE TO THE IRWINDALE COMMUNITY FOUNDATION FOR TERMS EXPIRING JUNE 30, 2026" and adopt Resolution No. 2024-51-3528 entitled, "A RESOLUTION OF THE
CITY COUNCIL OF THE CITY OF IRWINDALE APPOINTING TWO IRWINDALE BUSINESS REPRESENTATIVES TO THE IRWINDALE COMMUNITY FOUNDATION FOR ONE YEAR TERMS ENDING JUNE 30, 2025".
Administrative Action:
Submitted by:
Theresa Olivares, Assistant City Manager
Prepared by:
Laura Nieto, Chief Deputy City Clerk
Reviewed by:
Adrian R. Guerra, City Attorney
Approved by:
Julian A. Miranda, City Manager
Background and Analysis:
On October 10, 2018, the City Council adopted Resolution No. 2018-72-3066 establishing a Non-Profit Community Foundation for the purpose of accepting and using funds donated to the City for community purposes.
In early 2024, it was determined that all the seats on the Irwindale Community Foundation Board would be expiring this year. On March 13, 2024, the City Council amended the Articles of Incorporation and Bylaws of the Irwindale Community Foundation to state that the Board of Directors (“Board”) shall be five (5) members, who serve staggered terms of two (2) years, except that the length of the terms of each of the five (5) directors appointed in 2024 shall be staggered, as follows:
• The councilperson's term shall end on June 30, 2026;
• The two City residents' terms shall end on June 30, 2026; and • The two business representatives' terms, who shall not be employees, commissioners, or elected officials of the City of Irwindale, shall end on June 30, 2025.
On May 15, 2024 a citywide mailer was sent to all Irwindale households soliciting applications for the Resident vacancy, in accordance with the requirements of the Maddy Act. (Gov’t Code § 54970, et seq.) On June 5, 2024, a letter was sent to all Irwindale businesses soliciting applications. Information about both the resident and business vacancies was posted on the City's social media platforms.
The following residents submitted their applications for consideration of appointment to a two-year term expiring June 30, 2026.
• Nathan Romero
• Vanessa Duran
The following Irwindale business representatives submitted applications for consideration of appointment to an initial one-year term expiring June 30, 2025:
• Steven Hillgren, Kearny Real Estate Company
• Dr. Manuel Urteaga, Urteaga Chiropractic Sports Medicine • Carmen Jazmin Cortes, Heavenly Desires Intimates
All directors of the Board shall be appointed by a majority vote of the City Council, and all vacancies on the Board shall be filled by appointment by a majority vote of the City Council. Directors of the Board may be removed with or without cause by a majority vote of the City Council. It would now be
appropriate for the City Council to appoint a City Council representative, two (2) Irwindale Resident Representatives; and two (2) Irwindale Business Representatives to the Irwindale Community Foundation.
Fiscal Impact:
There is no fiscal impact associated with this action.
Attachments:
1. ICF Bylaws
2. Resolution No. 2024-50-3527 ICF Appointments, Council, Residents
3. Resolution No. 2024-51-3528 ICF Appointments, Business Represenatatives
4. Nathan Romero
5. Vanessa Duran
6. Manuel Urteaga
7. Steven Hillgren
8. Carmen Jazmin Cortes
BYLAWS
OF
IRWINDALE COMMUNITY FOUNDATION,
a California Nonprofit Public Benefit Corporation
01005.0001/533745.1
1 BYLAWS
OF
IRWINDALE COMMUNITY FOUNDATION,
a California Nonprofit Public Benefit Corporation
ARTICLEI
NAME
The name of this corporation shall be IRWINDALE COMMUNITY FOUNDATION.
ARTICLEII
PRINCIPLEOFFICEOFTHECORPORATION
The principal office for the transaction of the activities and affairs of this corporation is located at Irwindale City Hall, 5050 Irwindale Avenue, Irwindale, California 91706. The board of directors may change the location of the principal office.
ARTICLE III
PURPOSES AND OBJECTIVES: LIMITATIONS
Section 1. Specific Purpose. The specific and primary purpose of this corporation is to support the City of Irwindale and the residents of the City of Irwindale by providing funding, through grants, donations, and corporate support, for community benefits and services to benefit the community. This corporation is organized and shall be operated exclusively for charitable purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (the “Code”).
Section 2. General Purposes. The general purposes and powers of this corporation are the following:
(a) to receive, hold, and disburse gifts, bequests, devises, and other funds to advance the purpose and objectives of this corporation; (b) to own and maintain or to lease suitable real and personal property which is deemed necessary for the purpose and objectives of this corporation; and (c) to enter into, make, perform, and carry out contracts of every kind for any lawful purpose, without limit as to amount.
Section 3. Limitations. This corporation has been formed under the California Nonprofit Public Benefit Corporation Law (California Corporations Code Section 5110 et seq.) for the purposes and objectives described above.
This corporation shall not carry on any activities not permitted to be carried on (a) by a corporation exempt from federal income tax under Section 501(c)(3) of the Code or the corresponding provision of any future United States internal revenue law, or (b) by a corporation contributions to which are deductible under Section 170(c)(2) of the Code or the corresponding provision of any future United States internal revenue law.
01005.0001/533745.1
2 No substantial part of the activities of this corporation shall consist of the publication or dissemination of materials with the purpose of attempting to influence legislation, and this corporation shall not participate or intervene in any political campaign on behalf of any candidate for public office or for or against any cause or measure being submitted to the people for a vote.
This corporation shall not, except to an insubstantial degree, engage in any activities or exercise any powers that are not in furtherance of its purposes and objectives described above.
ARTICLE IV
CONSTRUCTION AND DEFINITIONS
Unless the context requires otherwise, the general provisions, rules of construction, and definitions in the California Nonprofit Public Benefit Corporation Law shall govern the construction of these Bylaws. Without limiting the generality of the above, the masculine gender includes the feminine and neuter, the singular number includes the plural, the plural number includes the singular, and the term “person” includes both a legal entity and a natural person.
ARTICLE V
DEDICATION OF ASSETS
The property of this corporation is irrevocably dedicated to charitable purposes and no part of the net income or assets of this corporation shall ever inure to the benefit of any director, officer, or member hereof or to the benefit of any private person. Upon the dissolution or winding up of this corporation, its assets remaining after payment, or provision for payment, of all of its debts and liabilities shall be distributed to a nonprofit fund, foundation or corporation designated by the board of directors of this corporation which is organized and operated exclusively for charitable purposes and which has established its tax exempt status under Section 501(c)(3) of the Code or the corresponding provision of any future United States internal revenue law.
ARTICLE VI
MEMBERS
Section 1. Directors as Members. This corporation shall have no voting members within the meaning of the California Nonprofit Public Benefit Corporation Law. Any action that would otherwise require approval by a majority of all members or approval by the members shall require only approval of the board of directors, as authorized by Section 5310 of the California Nonprofit Public Benefit Corporation Law.
Section 2. Meetings. There shall be no meetings of members as such. The persons constituting the board of directors may, at any given time and from time to time, act in their capacity as members pursuant to Section I of this Article VI, at meetings of the board of directors held as provided in Section 5 of Article VII of these Bylaws.
01005.0001/533745.1
3 ARTICLE VII
DIRECTORS
Section 1. Powers.
(a) General Corporate Powers. Subject to the provisions of the California Nonprofit Public Benefit Corporation Law and any limitations in the Articles of Incorporation and these Bylaws, the business and affairs of this corporation shall be managed, and all corporate powers shall be exercised, by or under the direction of the board of directors; provided, however, that in order to preserve the nonprofit, exempt-from-income-tax status of this corporation, neither the board nor any member thereof shall do any act, or authorize or suffer the doing of any act by an officer or employee of this corporation, on behalf of the corporation, which is inconsistent with the Articles or these Bylaws or the nonprofit purpose of this corporation. Any such act or acts shall be null and void.
(b) Specific Powers. Without prejudice to these general powers, and subject to the same limitations, the directors shall have the power to:
(i) Appoint and remove, at the pleasure of the board, all officers, agents, and employees of this corporation; prescribe any powers and duties for them that are consistent with law, with the Articles of Incorporation, and with these Bylaws; and fix their compensation in a manner consistent with the Articles of Incorporation, and with these Bylaws.
(ii) Change the principal office from one location to another within the City of Irwindale, California; and designate any place within Los Angeles County, California, for the holding of any meeting or meetings. (iii) Adopt, make, and use a corporate seal; and alter the form of the seal. (iv) Borrow money and incur indebtedness on behalf of this corporation and cause to be executed and delivered for this corporation’s purposes and objectives, in the corporate name, promissory notes, bonds, debentures, deeds of trust, mortgages, pledges, hypothecations, and other evidences of debt and securities.
(c) Limit on Dissolution. The Foundation may not be dissolved without the express authorization of the City Council of the City of Irwindale.
Section 2. Board of Directors. The authorized number of directors of the board shall be five (5). The board of directors shall be composed of the following:
(a) One sitting member of the City of Irwindale City Council; (b) Two residents of the City of Irwindale, who shall not be employees, commissioners, or elected officials of the City of Irwindale; and
01005.0001/533745.1
4 (c) Two representatives of businesses located in the City of Irwindale, who shall not be employees, commissioners, or elected officials of the City of Irwindale.
All directors of the board shall be appointed by a majority vote of the City Council, and all vacancies on the board shall be filled by appointment by a majority vote of the City Council.
Section 3. Term, Removal, and Vacancy.
(a) Term of Office. Directors shall be appointed for a term of two (2) years, except that the length of the terms of each of the five (5) directors appointed in 2024 shall be staggered, as follows:
(i) The councilperson’s term shall end on June 30, 2026; (ii) The two City residents’ terms shall end on June 30, 2026; and (iii) The two business representatives’ terms shall end on June 30, 2025. (b) Number of Terms. Directors may serve any number of terms and such terms may be consecutive.
(c) Resignation. Any director may resign by giving written notice to the chair of the board or to the executive director or the secretary of the board. The resignation shall be effective when the notice is given unless it specifies a later time for the resignation to become effective. If a director’s resignation is effective at a later time, the board may elect a successor to take office as of the date when the resignation becomes effective. (d) Removal. Directors of the board may be removed with or without cause. A director of the board, other than the councilperson, may only be removed from the board by a majority vote of the board. The councilperson may only be removed from the board by a majority vote of the City Council.
(e) Vacancies. Upon the expiration of their term, directors of the board shall retain their position on the board until their successor is appointed. Notwithstanding the previous sentence, if the councilperson on the board ceases to be a member of the Irwindale City Council for any reason, he or she shall automatically be removed from the board of directors, effective on the date that such person ceases to be a member of the City Council. Moreover, if a City resident board member ceases to be a City resident, or if a business representative ceases to represent a business located in the City of Irwindale, such person shall be automatically removed for the board of directors, effective on the date of the triggering event.
Section 4. Leadership of the Board.
(a) Chair of the Board. The director of the board who is also a City councilmember shall be the chair of the board. The chair of the board shall preside at meetings of the board of directors and exercise and perform such other powers and duties as may be from time to time assigned to him/her by the board of directors or prescribed by the Bylaws.
01005.0001/533745.1
5 (b) Vice Chair of the Board. The vice chair of the board shall be elected by the board. The vice chair shall have a term as vice chair of two (2) years, except that the vice chair’s initial term as vice chair shall expire on June 30, 2022. A board member may serve any number of terms as vice chair and such terms may be consecutive. In the absence or disability of the chair of the board, the vice chair of the board shall perform all the duties of the chair of the board, and when so acting shall have all the powers of, and be subject to all the restrictions upon, the chair of the board.
Section 5. Directors’ Meetings.
(a) Applicability of the Ralph M. Brown Act. All meetings of the board of directors of this corporation shall be subject to the provisions of the Ralph M. Brown Act (Government Code Section 54950 et seq.). However, if any applicable provisions of these Bylaws are more stringent than those contained in the Brown Act, then the provisions in these Bylaws shall control.
(b) Regular Meetings. The board of directors shall schedule regular meetings of the board of directors at such time and place as determined by the board of directors. Meetings of the board of directors shall be held in the City of Irwindale City Hall, unless otherwise determined by resolution of the board of directors or stated in the notice of meeting. (c) Special Meetings. Special meetings of the board of directors may be called at any time by the chair of the board or by a majority of the authorized number of directors of the board. Notice of special meetings shall be given in accordance with Section 54956 of the Government Code, as may be amended from time to time. Any waiver of notice of a special meeting shall be filed with the corporate records and made a part of the minutes of the special meeting.
(d) Quorum. A quorum shall be present when a majority of the authorized number of directors are present, except to adjourn. A quorum must be present in order for the board of directors to conduct business. Every act or decision done or made by a majority of the directors present at a meeting duly held at which a quorum is present shall be regarded as the act of the board of directors, subject to the more stringent provisions of the California Nonprofit Public Benefit Corporation Law, including, without limitation, those provisions relating to (i) approval of contracts or transactions in which a director has a direct or indirect material financial interest, (ii) appointment of committees, and (iii) indemnification of directors. A meeting at which a quorum is initially present may continue to transact business, notwithstanding the withdrawal of directors, if any action taken is approved by at least a majority of the required quorum for that meeting.
(e) Adjournment. A majority of the directors present, whether or not constituting a quorum, may adjourn any meeting to another time and place. (f) Notice of Adjournment. Notice of adjournment shall be given in accordance with Section 54955 of the Government Code, as may be amended from time to time.
Section 6. Compensation and Reimbursement. Directors and members of committees shall receive no compensation of any kind for their services as directors or officers. However,
01005.0001/533745.1
6 directors and officers may be reimbursed for expenses, as may be determined by resolution of the board to be just and reasonable.
Section 7. Liabilities. No director now or hereafter shall be personally liable for any indebtedness or liability of this corporation, and any and all creditors of this corporation shall look only to the assets of the corporation for payment.
ARTICLE VIII
BOARD COMMITTEES
Section 1. Board Committees. The board of directors may establish one or more board committees, each consisting of no more than two (2) directors, to serve at the pleasure of the board.
The board may designate one (1) or more directors as alternate members of any board committee who may replace any absent member at any meeting of the board committee. The board of directors may also appoint any number of persons who are not directors to serve at the pleasure of the board on any board committee, and said persons shall have a vote in the recommendation of the committee of which they are a member. The board of directors may adopt rules for the government of any board committee not inconsistent with the provisions of these Bylaws.
Section 2. Committee Member Selection. The chair of the board shall appoint committee members from the board, subject to confirmation by the board.
Section 3. Restrictions on Board Committees. A board committee shall have the power to make advisory recommendations to the board of directors regarding the subject matter of its charge, but shall have no other power, and shall have no power to bind the board of directors or the corporation in any way or thing whatsoever.
ARTICLE IX
OFFICERS
Section 1. Officers. The officers of this corporation shall be an executive director, a secretary, and a treasurer. Any number of offices may be held by the same person, except that neither the secretary nor the treasurer may serve concurrently as the executive director or chair of the board.
Section 2. Executive Director. The executive director shall be the City Manager of the City of Irwindale. Subject to such supervisory powers, if any, as may be given by the board of directors to the chair of the board, and subject to the control of the board of directors, the executive director shall generally supervise, direct, and control the business and the officers of the corporation. The executive director shall be the chief executive officer of the corporation. The executive director may designate deputies to assist him/her, as needed, and may also designate deputies to assist the secretary and the treasurer, as needed.
Section 3. Secretary. The secretary shall be the Chief Deputy City Clerk of the City of Irwindale. The secretary shall attend to the following:
(a) Book of Minutes. The secretary shall keep or cause to be kept, at the principal office or such other place as the board of directors may direct, a book of minutes of all
01005.0001/533745.1
7 meetings and actions of directors, committees of directors, with the time and place of holding, whether regular or special, and, if special, how authorized, the notice given, the names of those present at such meetings, the number of directors present or represented at directors’ meetings, and the proceedings of such meetings.
(b) Custody of Articles and Bylaws. The secretary shall keep or cause to be kept, at the principal office of the corporation, a copy of the Articles of Incorporation and Bylaws, as amended.
(c) Notices, Seal, and Other Duties. The secretary shall give, or cause to be given, notice of all meetings of the board of directors, and of committees of the board, required by the Bylaws or by law to be given. The secretary shall keep the seal of the corporation, if any, in safe custody. The secretary shall have other powers and perform such other duties as may be prescribed by the board of directors or the Bylaws.
Section 4. Treasurer. The treasurer shall be the Director of Finance for the City of Irwindale. The treasurer shall attend to the following:
(a) Books of Account. The treasurer shall keep and maintain, or cause to be kept and maintained, adequate and correct books and records of accounts of the properties and business transactions of this corporation. The treasurer shall send or cause to be given to the directors such financial statements and reports as are required to be given by law, by these Bylaws, or by the board. The books of account shall be open to inspection by any director at all reasonable times.
(b) Deposit and Disbursement of Money and Valuables. The treasurer shall (i) deposit or cause to be deposited all money and other valuables in the name and to the credit of this corporation with such depositories as may be designated by the board of directors, (ii) disburse the funds of this corporation as may be ordered by the board of directors, (iii) render to the executive director and directors, whenever they request it, an account of all transactions effected by the treasurer and of the financial condition of this corporation, and (iv) have such other powers and perform such other duties as may be prescribed by the board of directors or the Bylaws. (c) Bond. If required by the board of directors, the treasurer shall give this corporation a bond in the amount and with the surety or sureties specified by the board of directors for faithful performance of the duties of such office and for restoration to this corporation of all its books, papers, vouchers, money, and other property of every kind in the possession or under control of the treasurer on such officer’s death, resignation, retirement, or removal from office. (d) Tax Filings. The treasurer shall prepare and file all necessary tax and financial documents on behalf of this corporation.
Section 5. Resignation or Removal of Officers. Resignation or removal from the position of City Manager, Deputy City Clerk, or Director of Finance shall be deemed resignation or removal from the position of executive director, secretary, or treasurer, respectively.
Section 6. Vacancies in Office. A vacancy in any office because of death, resignation, removal, or any other cause shall be filled in the manner designated by the City of Irwindale.
01005.0001/533745.1
8 ARTICLE X
INDEMNIFICATION OF DIRECTORS, OFFICERS, EMPLOYEES, AND AGENTS Section 1. Right of Indemnity. To the fullest extent permitted by law, this corporation shall indemnify any present or former director, officer, employee or other “agent” of the corporation, as that term is defined in Section 5238(a) of the California Corporations Code, against all expenses, judgments, fines, settlements and other amounts actually and reasonably incurred by them in connection with any “proceeding,” as that term is used in that Section, and including an action by or in the right of the corporation, by reason of the fact that the person is or was a person described in that section. “Expenses,” as used in this Section, shall have the same meaning as in Section 5238(a) of the California Corporations Code.
Section 2. Approval of Indemnity. On written request to the board by any person seeking indemnification under Section 5238(b) or Section 5238(c) of the California Corporations Code, the board shall promptly determine under Section 5238(e) of the California Corporations Code whether the applicable standard of conduct set forth in Section 5238(b) or Section 5238(c) has been met and, if so, the board shall authorize indemnification. If the board cannot authorize indemnification because the number of directors who are parties to the proceeding with respect to which indemnification is sought prevents the formation of a quorum of directors who are not parties to that proceeding, the indemnification may be authorized by the court in which such proceeding is or was pending, pursuant to Section 5238(e) of the California Corporations Code.
Section 3. Advancement of Expenses. To the fullest extent permitted by law, expenses incurred by a person seeking indemnification under Sections 5238(b) or 5238(c) of the California Corporations Code in defending any proceeding covered by those Sections shall be advanced by the corporation upon the request of such person and upon receipt by the corporation of an undertaking by or on behalf of that person that the advance will be repaid unless it is ultimately determined that the person is entitled to be indemnified by the corporation for those expenses.
Section 4. Insurance. The corporation shall have the right to purchase and maintain insurance to the full extent permitted by law on behalf of its officers, directors, employees, and other agents, against any liability asserted against or incurred by any officer, director, employee, or agent in such capacity or arising out of the officer’s, director’s, employee’s, or agent’s status as such.
ARTICLE XI
RECORDS AND REPORTS
Section 1. Maintenance of Corporate Records. The corporation shall keep:
(a) Adequate and correct books and records of account; and (b) Written minutes of the proceedings of its board, board committees and community committees.
Section 2. Inspection by Directors. Every director shall have the absolute right at any reasonable time to inspect the corporation’s books, records, documents of every kind, physical properties, and the records of each of its subsidiaries. The inspection may be made in person or by
01005.0001/533745.1
9 the director’s agent or attorney. The right of inspection includes the right to copy and make extracts of documents.
Section 3. Annual Report. The corporation shall cause an annual report to be sent to the directors within one hundred twenty (120) days after the end of the corporation’s fiscal year.
That report shall contain the following information, in appropriate detail, for the fiscal year:
(a) The assets and liabilities, including the trust funds, of the corporation as of the end of the fiscal year.
(b) The principal changes in assets and liabilities, including trust funds. (c) The revenue or receipts of the corporation, both unrestricted and restricted to particular purposes.
(d) The expenses or disbursements of the corporation for both general and restricted purposes.
(e) Any information required by Section 4 below.
The annual report shall be accompanied by any report on it of independent accountants or, if there is no such report, by the certificate of an authorized officer of the corporation that such statements were prepared without audit from the corporation’s books and records.
This requirement of an annual report shall not apply if the corporation receives less than Twenty-Five Thousand Dollars ($25,000.00) in gross receipts during the fiscal year, provided, however, that the information specified above for inclusion in an annual report must be furnished annually to all directors who requests it in writing.
Section 4. Annual Statement of Certain Transactions and Indemnifications. As part of the annual report to all directors, or as a separate document if no annual report is issued, the corporation shall annually prepare and furnish to each director a statement of any transaction or indemnification of the following kind within one hundred twenty (120) days after the end of the corporation’s fiscal year:
(a) Any transaction (i) in which the corporation, its parent, or its subsidiary was a party, (ii) in which an “interested person” had a direct or indirect material financial interest, and (iii) which involved more than Fifty Thousand Dollars ($50,000.00), or was one of a number of transactions with the same interested person involving, in the aggregate, more than Fifty Thousand Dollars ($50,000.00). For this purpose, an “interested person” is either of the following:
(i) Any director or officer of the corporation, its parent, or subsidiary (but mere common directorship shall not be considered such an interest); or (ii) Any holder of more than ten percent (10%) of the voting power of the corporation, its parent, or its subsidiary. The statement shall include a brief description of the transaction, the names of interested persons involved, their relationship to the corporation, the nature of their interest in the transaction and, if
01005.0001/533745.1
10 practicable, the amount of that interest, provided that if the transaction was with a partnership in which the interested person is a partner, only the interest of the partnership need be stated.
(b) Any indemnifications or advances aggregating more than Ten Thousand Dollars ($10,000.00) paid during the fiscal year to any officer or director of the corporation under Article X of these Bylaws.
ARTICLE XII
GENERAL CORPORATE MATTERS
Section 1. Fiscal Year. The fiscal year of this corporation shall commence on July 1 and conclude on June 30.
Section 2. Checks, Drafts and Evidence of Indebtedness. All checks, drafts, or other orders for payment of money, notes, or other evidences of indebtedness, issued in the name of or payable to this corporation, shall be signed or endorsed by both (i) the chair of the board or a vice chair of the board, and (ii) the treasurer of the corporation.
Section 3. Corporate Contracts and Instruments; How Executed. The board of directors, except as otherwise provided in these Bylaws, may authorize any officer or officers, agent or agents, to enter into any contract or execute any instrument in the name of and on behalf of this corporation, and this authority may be general or confined to specific instances; and, unless so authorized or ratified by the board of directors or within the agency power of an officer, no officer, agent or employee shall have any power or authority to bind this corporation by any contract or engagement or to pledge its credit or to render it liable for any purpose or for any amount.
Section 4. Policies. The Irwindale Community Foundation shall be governed by the officially adopted policies of the City of Irwindale, except to the extent that such policies conflict with these Bylaws or California Nonprofit Public Benefit Corporation Law. In the event of any conflict, these Bylaws and California Nonprofit Public Benefit Corporation Law shall govern.
Section 5. Parliamentary Procedure. The Irwindale Community Foundation shall conduct meetings in accordance with the parliamentary procedures of the City of Irwindale.
ARTICLE XIII
AMENDMENTS
New Bylaws may be adopted or these Bylaws may be amended or repealed by approval of the board of directors. Notwithstanding the above, Sections 1(c), 2, and 4(a) of Article VII, and Article IX, may not be amended, removed, or otherwise made ineffective without the express approval of the City Council of the City of Irwindale.
01005.0001 /533745.1 11
CERTIFICATE OF INCORPORATOR
I hereby certify that I am the Incorporator of the Irwindale Community Foundation, a California nonprofit public benefit corporation, and that I adopted the above and foregoing Bylaws as the Bylaws of this corporation pursuant to my authority under California Corporations Code section 5134 on February 13, 2019, and that they have not been amended since that date.
Executed on February 24, 2020, at Irwindale, California.
William K. T
Resolution No. 2024-50-3527
RESOLUTION NO. 2024-50-3527
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF IRWINDALE
APPOINTING TWO RESIDENT REPRESENTATIVE MEMBERS AND ONE
CITY COUNCIL REPRESENTATIVE TO THE IRWINDALE COMMUNITY
FOUNDATION FOR TERMS EXPIRING JUNE 30, 2026
WHEREAS, on October 10, 2018, the City Council adopted Resolution No. 2018-72-3066 establishing a Non-Profit Community Foundation for the purpose of accepting and using funds donated to the City for community purposes; and WHEREAS, on February 13, 2019, the City Council approved the Articles of Incorporation and the Bylaws of the Irwindale Community Foundation that states the board of directors (“Board”) shall be five (5) members, who serve staggered terms of two (2) years, and shall be composed of the following: one sitting member of the Irwindale City Council; two (2) residents of the City of Irwindale, who shall not be employees, commissioners, or elected officials of the City of Irwindale and two (2) representatives of businesses located in the City of Irwindale, who shall not be employees, commissioners, or elected officials of the City of Irwindale; and WHEREAS, on March 13, 2024, the City Council amended the Articles of Incorporation and Bylaws of the Irwindale Community Foundation to state the board of directors (“Board”) shall be five (5) members, who serve staggered terms of two (2) years, except that the length of the terms of each of the five (5) directors appointed in 2024 shall be staggered, as follows:
• The councilperson's term shall end on June 30, 2026;
• The two City residents' terms shall end on June 30, 2026; and • The two business representatives' terms, who shall not be employees, commissioners, or elected officials of the City of Irwindale, shall end on June 30, 2025.
WHEREAS, on May 16, 2024 a citywide mailer was sent to all Irwindale households soliciting applications for the Resident vacancies in accordance with the requirements of the Maddy Act (Gov’t Code § 54970, et seq.); and WHEREAS, two (2) residents submitted applications for consideration of appointment to the Board by the deadline of June 19, 2024; and WHEREAS, all directors of the Board shall be appointed by a majority vote of the City Council, and all vacancies on the board shall be filled by appointment by a majority vote of the City Council. Directors of the Board may be removed with or without cause by a majority vote of the City Council; and
Resolution No. 2024-50-3527
WHEREAS, it would now be appropriate for the City Council to make appointments to the Irwindale Community Foundation Board for full terms expiring June 30, 2026.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF IRWINDALE, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
Section 1. Pursuant to bylaws of the Irwindale Community Foundation, directors shall be appointed for a term of two years, as follows:
Councilperson’s appointment shall end on June 30, 2026:
_______________________________
The term of two Irwindale Residents shall end on June 30, 2026:
_______________________________
________________________________
Section 2. The Chief Deputy City Clerk shall certify to the adoption of this Resolution and shall transmit a certified copy thereof to the newly appointed members.
PASSED, APPROVED, and ADOPTED this ______ day of June 2024. __________________________
Albert F. Ambriz, Mayor
ATTEST:
_____________________________
Laura M. Nieto, MMC
Chief Deputy City Clerk
Resolution No. 2024-50-3527
STATE OF CALIFORNIA }
COUNTY OF LOS ANGELES } ss.
CITY OF IRWINDALE }
I, Laura M. Nieto, Chief Deputy City Clerk of the City of Irwindale, do hereby certify that the foregoing Resolution No. 2024-50-3527 was adopted at a regular meeting of the Irwindale City Council held on the 26th day of June 2024, by the following vote of the Council:
AYES: Councilmembers:
NOES: Councilmembers:
ABSTAIN: Councilmembers:
ABSENT: Councilmembers:
_________________________
Laura M. Nieto, MMC
Chief Deputy City Clerk
Resolution No. 2024-51-3528
RESOLUTION NO. 2024-51-3528
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF IRWINDALE
APPOINTING TWO IRWINDALE BUSINESS REPRESENTATIVES TO THE
IRWINDALE COMMUNITY FOUNDATION FOR ONE YEAR TERMS
EXPIRING JUNE 30, 2025
WHEREAS, on October 10, 2018, the City Council adopted Resolution No. 2018-72-3066 establishing a Non-Profit Community Foundation for the purpose of accepting and using funds donated to the City for community purposes; and WHEREAS, on February 13, 2019, the City Council approved the Articles of Incorporation and the Bylaws of the Irwindale Community Foundation that states the board of directors (“Board”) shall be five (5) members, who serve staggered terms of two (2) years, and shall be composed of the following: one sitting member of the Irwindale City Council; two (2) residents of the City of Irwindale, who shall not be employees, commissioners, or elected officials of the City of Irwindale and two (2) representatives of businesses located in the City of Irwindale, who shall not be employees, commissioners, or elected officials of the City of Irwindale; and WHEREAS, on March 13, 2024, the City Council amended the Articles of Incorporation and Bylaws of the Irwindale Community Foundation to state the board of directors (“Board”) shall be five (5) members, who serve staggered terms of two (2) years, except that the length of the terms of each of the five (5) directors appointed in 2024 shall be staggered, as follows:
• The councilperson's term shall end on June 30, 2026;
• The two City residents' terms shall end on June 30, 2026; and • The two business representatives' terms, who shall not be employees, commissioners, or elected officials of the City of Irwindale, shall end on June 30, 2025
WHEREAS, on June 5, 2024 a mailer was sent to all Irwindale Businesses and posted onto the City’s social media platforms soliciting applications for the Irwindale Business Representative vacancies in accordance with the requirements of the Maddy Act (Gov’t Code § 54970, et seq.); and
WHEREAS, three (3) individuals representing Irwindale Businesses submitted applications for consideration of appointment to the Board by the deadline of June 19, 2024; and
WHEREAS, all directors of the Board shall be appointed by a majority vote of the City Council, and all vacancies on the board shall be filled by appointment by a majority vote of the City Council. Directors of the Board may be removed with or without cause by a majority vote of the City Council; and
Resolution No. 2024-51-3528
WHEREAS, it would now be appropriate for the City Council to make appointments to the Irwindale Community Foundation Board for initial one-year terms expiring June 30, 2025.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF
IRWINDALE, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
Section 1. Pursuant to bylaws of the Irwindale Community Foundation, directors shall be appointed for initial one year-terms, as follows:
The term of two Irwindale Business Representatives shall end on June 30, 2025:
_______________________________
________________________________
Section 2. The Chief Deputy City Clerk shall certify to the adoption of this Resolution and shall transmit a certified copy thereof to the newly appointed members.
PASSED, APPROVED, and ADOPTED this ______ day of June 2024. __________________________
Albert F. Ambriz, Mayor
ATTEST:
_____________________________
Laura M. Nieto, MMC
Chief Deputy City Clerk
Resolution No. 2024-50-3527
STATE OF CALIFORNIA }
COUNTY OF LOS ANGELES } ss.
CITY OF IRWINDALE }
I, Laura M. Nieto, Chief Deputy City Clerk of the City of Irwindale, do hereby certify that the foregoing Resolution No. 2024-51-3528 was adopted at an regular meeting of the Irwindale City Council held on the 26th day of June 2024, by the following vote of the Council:
AYES: Councilmembers:
NOES: Councilmembers:
ABSTAIN: Councilmembers:
ABSENT: Councilmembers:
_________________________
Laura M. Nieto, MMC
Chief Deputy City Clerk
What are your reasons for wanting to server on the Irwindale Community Foundation?
I recently served on the Irwindale community foundation for half a term, when I replaced Commissioner Michelle Duran, who is now part of the Parks & Recreation Commission. I would like to continue serving my community a full term on the Irwindale community Foundation and continue providing insight, support, guidance, and propose new ideas that will further enrich the Irwindale community. As the Irwindale Community Foundation continues to grow and develop, I would like to be part of that process and reach out to local business and bring awareness to what the Irwindale Community Foundation has accomplished in recent years.
Why do you feel that you would make a good Foundation Member.
As a long-term Irwindale resident, I care about my city and its future growth and its progression. In the past year, while I served on the Irwindale Community Foundation, I gained knowledge, experience, and understanding of how funding programs like Aquatics, Library, Senior Center, and Recreation have a lasting impact on the lives of the Irwindale community.
Have you applied for a City Board or Commission before? Yes - I have been part of the Irwindale Community Foundation since March 2023, till present day.
Abilities, experiences, and interest which you believe would contribute to your participation in municipal government.
Bilingual (English & Spanish),
Bachelor of Business Administration Degree
Networking
Community Service
Volunteer work _ Food Banks
Irwindale Community Foundation
Royal Oaks PTO – Board Member
NATANAEL ROMERO
Irwindale, CA 91010
Support Account Director / Team Leader / Insight Manager with Account & Team Operations. Support my team in driving key merchandising requirements and strategies across the country. Utilize key tools to support objectives. Work closely with my team/account team to drive merchandising strategies and execution as part of account business plans, key customer presentations, and other operational activities.
Work in conjunction with my team to translate the business needs into reports/analytics functional requirements and interpret the report/analytics needs for the customer, and help my teams create course-correcting game plans.
EXPERIENCE
2020 – PRESENT
DREYER’S GRAND ICE CREAM, CATEGORY MANAGEMENT ANALYST
Standardized reports to provide insights on the Dreyer’s Ice Cream business Develop planograms for the ice cream category to increase growth and drive opportunities New Items Launch, leading teams to executing yearly store level updates with new items 2010 – 2020
NESTLE, RESET COORDINATOR
Standardized reports to provide insights on the Dreyer’s Ice Cream & DiGiorno Pizza business Develop planograms for Ice Cream & Pizza category to increase growth, drive opportunities New Items Launch, leading teams to executing yearly store level updates with new items 2005– 2010
DREYER’S GRAND ICE CREAM, RESET COORDINATOR
Standardized reports to provide insights on the Dreyer’s Ice Cream business Develop planograms for the ice cream category to increase growth and drive opportunities New Items Launch, leading teams to executing yearly store level updates with new items 2003 – 2005
S.A.S. (SELECT A SERVICE) FIELD MERCHANDISING/ SALES REPRESENTATIVE Team Lead Reset Merchandise in remodeled grocery stores. Project manager overseeing a team of merchandisers setting up product at new stores Develop and train new hires onboarding training
2 EDUCATION
2014-2017
BACHELOR OF BUSINESS ADMINISTRATION, CALIFORNIA STATE POLYTECHNIC
UNIVERSITY, POMONA
Marketing/ Product and Brand Management
ASSOCIATE OF ARTS, PASADENA CITY COLLEGE
General Studies
SKILLS
Excellent Communication Skills
Customer Service
Sales/ Marketing
Apollo Space Planning – Schematic
Development
Project Coordination
Inventory Management
Bilingual (Spanish/English)
JDA Space Planning – Schematic
Development
ACTIVITIES
VOLUNTEER
LOS ANGELES REGIONAL FOOD BANK
2012 – 2017
VOLUNTEER
SECOND HARVEST FOOD BANK ORANGE COUNTY
2018
VOLUNTEER
PTO – BOARD MEMBER - ROYAL OAK STEAM ACCADAMY
2023 - PRESENT
IRWINDALE
CiHL\lli'llTY 1-'()U\llATHl~
APPLICATION FOR APPOINTMENT
TO IRWINDALE COMMUNITY FOUNDATION
Are you applying as a
iZi Resident
Representative of a Business
Name of Business: _:_N::..:/A-'---------------------
Position: :...:N:.c/A-'-------------------------
Nan1e: Vanessa Duran
Address:
Occupation: Contract Administrator
Employer: Henkels & McCoy West, LLC
Address: 2840 Ficus Street, Pomona, CA 91766
Home Phone: Business Phone: NONE
Years in Irwindale: 17 years --'----------- Registered Voter? Y.:...::.es:._ _______ _ Educational background/ degree: High School Diploma & Some College Licenses or Special Certificates: _N_o_ne ___________________ .
List any Irwindale, Los Angeles County, or other City committee, board or commission on which you presently serve or have served, and the year served. ~N~o~ne-'--------------- Please answer the following questions completely
What are your reasons for wanting to serve on the Irwindale Community Foundation? (Use additional paper, if necessary.)
To be a conduit for change and excellence in our city by actively serving our community.·
Application for Appointment
To liwindale Community Foundation
Why do you feel that you would make a good Foundation Member? (Use additional paper, if necessary.) I have strong roots in the city with multiple generations calling Irwindale home, I love to see 011r community working together to safegard the generational traditions and camaraderie this citir was built on. I want to continue to see programs that encourage community connection and family Have you applied for any City Board or Commission before? Yes _>s_ No If so, which one? The Planning Commision
Abilities. experiences, and interest which you believe would contribute to your participation in municipal non-profit organization:
I have a strong sense of community and I'm not afraid to lend a helping hand where it's needed I have participated in numerous Community Foundation events in the past and I'm excited to take a more active role in the foundation if welcomed.
PLEASE INCLUDE A RESUME, IF AVAILABLE ·Please see attached.
Return application to;
ON THIS APPLICATION IS CONSIDERED PUBLIC INFORMATION.
Irwindale Community Foundation
Laura Nieto, Secretary
5050 N. Irwindale Avenue
Irwindale, CA 91706
DEADLINE TO SUBMIT COMPLETED APPLICATION IS WEDNESDAY, JUNE 19, 2024 AT 6:00 e..M.
Please contact the Board Secretary at 626-430-2202 if you have any questions.
Vanessa Duran
, Irwindale, CA 91706 I
Summary
Contract administrator with 7 years of contract experience as well as 20 years of construction experience at various levels. Extensive knowledge of construction process and procedures. Offer a strong work ethic with the understanding of timeliness, efficiency, and urgency to assure project success. Seeking a stimulating position where I can utilize my experience to benefit my employer as well as myself.
Skills & Abilities
Ability to meet deadlines with accuracy.
Strong organizational skills.
Able to work well in a high volume and high stress environment.
Experience
CONTRACT ADMINISTRATOR I MASTEC/HENKELS & MCCOY I 03/23 - CURRENT Draft and issue subcontracts, negotiate subcontractor redlines and revise subcontracts, task orders & change orders received from subcontractors for future and ongoing projects. Manage subcontractor insurance certificates on file. Confer with legal counsel regarding possible exposure of subcontracts, correspond with project managers and their support staff regarding contract scopes and project standards. Manage the receipt of contract documentation from subcontractors.
CONTRACT ADMINISTRATOR I PAVEMENT RECYCLING SYSTEM I 06/22- 03/23 Review, negotiate and revise subcontracts, task orders & change orders received from contractors for future projects.
Confer with management regarding possible exposure of subcontracts, correspond with project managers regarding subcontract scope. Manage the flow and timely submission of Owner Controlled Insurance Programs to owner or relevant reporting agency.
CONTRACT ADMINISTRATOR I BIRDI SYSTEMS, INC. I 03/22 -06/22 Draft, review, negotiate and revise contracts, task orders & change orders received from both owners and contractors for future captured projects. Confer with legal counsel regarding possible exposure of contracts, correspond with salesmen regarding contract scopes. Manage the flow and timely submission of compliance paperwork from subcontractors to owner or relevant reporting agency. Manage the receipt of payment application documentation from subcontractors.
Obtain performance and payment bonds, assuring receipt of subcontract documents, insurance, WRAP as well as special requirements.
SENIOR CONTRACT ADMINISTRATOR I FISHER HOLDINGS, INC. I 08/ 17 - 02/22 Review, negotiate and revise subcontracts received from contractors for future projects. Confer with legal counsel regarding possible exposure of contracts, correspond with salesmen regarding contract scope and keep contracts calendar for future reference. Obtain performance and payment bonds, assuring receipt of subcontract documents, insurance as well as special requirements.
LABOR COMPLIANCE ADMINISTRATOR I FISHER HOLDINGS, INC. I 07/14- 08/17 Manage the timely submission of One-time forms, monthly submission of certified payroll and closeout documentation.
Attend all pre-construction compliance meetings. Developed business relationships with all Southern California based labor compliance management and reporting agencies. Established new procedures and policies necessary for timely submission.
CONTRACT ADMINISTRATIVE ASSISTANT I CELL-CRETE CORPORATION I 09/09 - 07/14 Receive and input newly captured jobs from salesman into American Contractors accounting system. Managed the flow of contracts from salesman, contract administrator through Corporate Officer for signature and returned to customer.
Ordered project specific insurance, filed pre-lien notices, verified city business license is in place, and ensured all contact documents have been submitted for each project.
FILE CLERK/ FILL-IN RECEPTIONEST I CELL-CRETE CORPORATION I 02/09- 09/09 Filed fully executed contract, pre-lien documents and archived old files. Set-up managed and maintained the archive system for multiple companies. Relieved the receptionist while out to lunch; answering phones, received packages, and assisted the HR in minor tasks.
BID RUNNER/ ESTIMATING ASSISTANT I CS LEGACY I 03/05 - 12/0B Worked closely with estimator at bid openings on last-minute submission of estimator numbers. Scheduling and attendance of bid openings, job walks and pre-construction meetings. Preparation of bid documents inclusive of ordering bid bonds, preliminary bid takeoff, good faith effort preparation execution and documentation.
Education
DIPLOMA I JUNE 2003 I COVINA HIGH SCHOOL
APPLICATION FOR APPOINTMENT
TO IRWINDALE COMMUNITY FOUNDATION
Are you applying as a
Resident
Representative of a Business
Name of Business: _______________________________________________________ Position: ________________________________________________________________ Name: ______________________________________________________________________ Address: ______________________________________________________________________ Occupation: ______________________________________________________________________ Employer: ______________________________________________________________________ Address: ______________________________________________________________________ Home Phone: ( ) ____________________ Business Phone: ( ) ____________________ Years in Irwindale: _______________________ Registered Voter? ________________________ Educational background / degree: ________________________________________________________ Licenses or Special Certificates: __________________________________________________________ List any Irwindale, Los Angeles County, or other City committee, board or commission on which you presently serve or have served, and the year served. _________________________________________ ____________________________________________________________________________________ Please answer the following questions completely
What are your reasons for wanting to serve on the Irwindale Community Foundation? (Use additional paper, if necessary.)
____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________
Application for Appointment Page 2
To Irwindale Community Foundation
Why do you feel that you would make a good Foundation Member? (Use additional paper, if necessary.) ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Have you applied for any City Board or Commission before? Yes _____ No _____ If so, which one? ____________________________________________________ Abilities, experiences, and interest which you believe would contribute to your participation in municipal non-profit organization:
____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________
PLEASE INCLUDE A RESUME, IF AVAILABLE
Signature: _____________________________________ Date: 6/17/24 ALL DATA SUPPLIED ON THIS APPLICATION IS CONSIDERED PUBLIC INFORMATION.
Return application to: Irwindale Community Foundation
Laura Nieto, Secretary
5050 N. Irwindale Avenue
Irwindale, CA 91706
[email protected]
DEADLINE TO SUBMIT COMPLETED APPLICATION IS WEDNESDAY, JUNE 19, 2024 AT 6:00 P.M.
Please contact the Board Secretary at 626-430-2202 if you have any questions.
Manuel Urteaga, DC, MS, RCEP-ACSM, CME, CSCS
W: (562) 274-7771
www.urteagachiropractic.com
Education:
Ø California State University, Long Beach
o M.S. Kinesiology; Sports Medicine/Injury Studies March 2014 Ø Southern California University of Health Sciences
o Doctor of Chiropractic December 2007
Ø California State University, Fullerton
o B.S. Kinesiology; Exercise Science June 2004
Work Experience:
Ø Urteaga Chiropractic & Sports Medicine January 2008 - Present o Sports Medicine and Personal Injury Chiropractor
§ Diagnosis and treatment of musculoskeletal injuries with an emphasis in sports related injuries, as well as sciatica, headaches, low back pain, neck pain, osteo-arthritis, and carpal tunnel syndrome
§ Implementation of appropriate therapeutic exercises
§ Proper management, mitigation and documentation of auto collision patients
§ Thorough understanding of all matters related to auto injury claims Ø Southern California University of Health Sciences September 2011 – Present o Assistant Professor
§ Lead Instructor: Exercise Physiology & Principles of Exercise, Clinical Reasoning 1 & 2, Clinical Orthopedic & Neurologic Evaluation, Neuromusculoskeletal Evaluation I, Practice Management: Risk Assessment
§ Supervision Clinician: Cerritos College Base Clinic (2012 – Present) Ø Montebello High School January 1999 – Present
o Strength & Conditioning Coach/Assistant Volleyball Coach/Football Team Chiropractic Sports Medicine Doctor
§ Strength & conditioning program design and supervision for high school athletes
§ Injury treatment and prevention for boys’ and girls’ volleyball teams § Supervision of athletic medical staff
§ On site treatment of sports related injuries
Ø Bell Gardens High School September 2013 – Present
o Football Team Chiropractic Sports Medicine Doctor
Ø East Los Angeles College January 2011 – January 2012
o Dance Team Doctor
§ Injury treatment and prevention for professional dance team § Prescription of rehabilitative and strengthening exercises for dancers
Internship:
Ø California State University, Long Beach
o Strength & Conditioning Complex
§ Implementation of strength & conditioning and program design for division I collegiate athletes
§ Exercise testing of athletes
o Exercise Physiology Laboratory Graduate Assistant
§ Mentor and assist undergraduate students with anthropometric and physiological measurements in a laboratory setting
§ Teach various exercise testing methods including cardiac and pulmonary functions
o Scientific Foundations of Locomotion
§ Generated new biomechanical assessment protocol with professor § Instructed undergraduate students on posture and locomotion mechanics and abnormalities
Certifications:
Ø Certified Medical Examiner January 2021 – Current
Ø Registered Clinical Exercise Physiologist June 2014 - Current Ø Certified Strength & Conditioning Specialist March 2011 – Current Ø California Basic Educational Skills Test (C-BEST) June 2004 Ø Basic Life Support & CPR January 1999 – Current
Professional Association:
Ø American College of Sports Medicine January 2012 - Current Ø National Strength & Conditioning Association March 2011 – Current Ø Bright Health Physicians January 2009 – December 2011 Ø California Chiropractic Association January 2008 – Current Ø American Chiropractic Association March 2005 – December 2010 Ø National Federation State High School Association August 2001 – Current Community Service:
Ø Rio Hondo Foundation Board Member February 2024-Current Ø Whittier Community Foundation Board - President August 2017-Current Ø PIH Circle of Excellence June 2016 - Current
Ø City of Whittier 5K Committee January 2014 – Current
Ø Activate Whittier Board January 2014 – December 2017
Ø Aids Lifecycle Ride to End AIDS June 2005 – June 2007 Ø Healing Hands for Humanity Mexico Outreach Program August 2005 – December 2007 Ø UCLA Latino Alumni Association Scholarship Committee May 1997 – May 2006 Awards & Achievements:
Ø Graduate Student Honors, CSULB March 2014
Ø 4.0 Club, CSULB March 2014
APPLICATION FOR APPOINTMENT
TO IRWINDALE COMMUNITY FOUNDATION
Are you applying as a
Resident
Representative of a Business
Name of Business: _______________________________________________________ Position: ________________________________________________________________ Name: ______________________________________________________________________ Address: ______________________________
Occupation: ______________________________________________________________________ Employer: ______________________________________________________________________ Address: ______________________________________________________________________ Home Phone: ( ) ____________________ Business Phone: ( ) ____________________ Years in Irwindale: _______________________ Registered Voter? ________________________ Educational background / degree: ________________________________________________________ Licenses or Special Certificates: __________________________________________________________ List any Irwindale, Los Angeles County, or other City committee, board or commission on which you presently serve or have served, and the year served. _________________________________________ ____________________________________________________________________________________ Please answer the following questions completely
What are your reasons for wanting to serve on the Irwindale Community Foundation? (Use additional paper, if necessary.)
____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________
Application for Appointment Page 2
To Irwindale Community Foundation
Why do you feel that you would make a good Foundation Member? (Use additional paper, if necessary.) ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Have you applied for any City Board or Commission before? Yes _____ No _____ If so, which one? ____________________________________________________ Abilities, experiences, and interest which you believe would contribute to your participation in municipal non-profit organization:
____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________
PLEASE INCLUDE A RESUME, IF AVAILABLE
Signature: _____________________________________ Date:
ALL DATA SUPPLIED ON THIS APPLICATION IS CONSIDERED PUBLIC INFORMATION.
Return application to: Irwindale Community Foundation
Laura Nieto, Secretary
5050 N. Irwindale Avenue
Irwindale, CA 91706
[email protected]
DEADLINE TO SUBMIT COMPLETED APPLICATION IS WEDNESDAY, JUNE 19, 2024 AT 6:00 P.M.
Please contact the Board Secretary at 626-430-2202 if you have any questions.
June 18, 2024
Steven Hillgren – Question/Answers
What are your reasons for wanting to serve on the Irwindale Community Foundation? (Use additional paper, if necessary.)
• As a parent who began by raising our children in West Los Angeles, I struggled with how poorly our community services were maintained. Clean parks and a welcoming library were nonexistent. Irwindale Park, the pool, the library (especially the new one) are some of the best facilities in Southern California. I’ve sincerely appreciated how community leaders focus on what is best for the residents; and provide safe, first-class places for people to meet, play, and join in a strong sense of community. I want to serve the Community Foundation so I can help improve what are already very special places in the community.
Why do you feel that you would make a good Foundation Member? (Use additional paper, if necessary.)
• I’ve served as an Irwindale Chamber of Commerce board member for the past two years and enjoy collaborating with other business leaders. I’m comfortable sharing ideas and debating in a board setting. My background in finance (7 years in banking – Sunwest Bank and Wells Fargo) and real estate development (6 years - Kearny) can provide valuable analytical, design, and space planning support.
Abilities, experiences, and interest which you believe would contribute to your participation in municipal non-profit organization:
• I have been involved in the Irwindale community for the past 5 years working on the remediation of the former Nu-Way landfill (Irwindale Gateway). It has been exciting to see a blighted site transform into something usable that will one day benefit the City. My experience in the business community offers a valuable connection to collaborate, support, and enhance community spaces for the betterment of Irwindale residents. Most importantly (I think), is that my experience as a father, and knowing the importance of providing community to our children, is something that must be safeguarded by our leaders. Being involved in that goal as part of the Foundation is very exciting and appealing to me.
Item #21.B.
Date: June 26, 2024
To: Honorable Mayor and Members of the City Council
From: Julian A. Miranda, City Manager
Issue: Review of Second Comment Letter from the California Department of Housing & Community Development (HCD) Regarding the City's Draft Housing Element and Direction for Response
City Manager's Recommendation:
That the City Council provide direction to staff regarding the May 3, 2024 comment letter from HCD, including (1) Local Preference Policy for Housing Programs; and (2) Allen Drive Site: Milestones for issuing final entitlements and building permits.
Administrative Action:
Prepared/Submitted by:
Marilyn Simpson, Community Development Director
Reviewed by:
Adrian R. Guerra, City Attorney
Kambiz Borhani, Finance Director / City Treasurer
Approved by:
Julian A. Miranda, City Manager
Background and Analysis:
The City is preparing the City’s Housing Element (HE) update to comply with State Housing Element Law, and the 2021-2029 SCAG 6th Cycle Regional Housing Needs Allocation (RHNA) for the City.
On June 22, 2022, the City Council/Housing Authority Board provided direction to staff for the inclusion
of specific housing sites to be included in the HE. The final sites were: 5100 Allen Drive, 12881 Ramona Boulevard, 13201 Ramona Boulevard, 15990 Foothill Boulevard, and Irwindale Avenue & Avenida Padilla (Sites). The Council/Board also requested to bring back the item for further discussion on possible zoning designations and densities for each site.
On July 13, 2022, the Council/Board provided direction to staff on the sites including proposed densities, in order to meet the required RHNA numbers and income categories.
In January 2023, the draft Housing Element was submitted to HCD for review, based on the direction provided by the Council/Board on July 13, 2022. The City received comments from HCD on April 19, 2023, that required additional research and response. Additionally, staff and the consultant met with HCD for technical assistance to address their comments. The revised draft Housing Element was submitted to HCD in February 2024.
Staff received a comment letter from HCD, dated May 3, 2024 (Attachment A), that stated while the revised draft HE addressed several statutory requirements, additional revisions were necessary. On May 10, 2024, City staff and Matt Kowta, the consultant from BAE who is preparing the element, had a meeting with HCD reviewers to get clarification on the comments and revision requests. Staff can address most of the comments and provide that information to HCD. The HCD reviewers indicated that we are very close to getting the HE certified by HCD. While preparing for resubmittal to HCD, there are two items that require City Council direction to staff in order to satisfy the HCD reviewers comments.
These include:
1. HCD referenced the past State Audit (November 2016) regarding fair housing issues and the City’s local preference policy regarding long-term Irwindale residency as an eligibility factor for housing.
Specifically, the State Audit identifies that the City should ensure that all residents have an equal chance to participate in the Housing Authority’s programs and recommends removing the long-term residency priorities from future housing programs to ensure equal opportunity in the City’s housing programs. The City’s response to the State Audit recommends that the Housing Authority Board consider one category for residency priority when the Housing Authority considers the Guidelines, Policies, and Procedures for the next housing project.
Based on discussion with the HCD reviewers, a 3-year residency requirement is recommended to be applied to give local preference for housing programs.
Currently, only the Las Casitas Senior Apartments have a local preference residency program. The Housing Authority utilizes the definition of a “Continuous Resident” in the current Las Casitas Guidelines, Policies, and Procedures, and the previous Mayans Housing Purchase Program. The Las Casitas Guidelines are currently active and used for application processing, and the City/Housing Authority does not currently have an active housing project open. The definition of a “Continuous Resident” under the Las Casitas Guidelines and the Mayans Housing Purchase Program identifies two subcategories for “Continuous Resident”: “Category A” applicant who continuously resides in Irwindale for the last 5 years prior to the application deadline; and “Category B” applicant who continuously resides in Irwindale for at least 3 years prior to the application deadline. Based on the
recommendations of the State Audit, staff is recommending the City Council identify one term for local preference.
2. City commitment to development of the Allen Drive Site with specific milestones for entitlement and development is consistent with the RHNA objectives identified for Allen Drive. A suggested milestone and timing schedule would include:
• Completion of Rezonings: December 2024/January 2025
• Approval of Final Entitlements: December 2026
• Issuance of Building Permits: June 2027
Tonight, Staff is seeking direction from the Council/Board regarding specific milestones for development of the Allen Drive site and eligibility criteria related to the length of Irwindale residency.
This information is necessary for Staff and the consultant to complete the time-sensitive revised draft of the HE. The Irwindale Housing Authority will implement necessary modifications to current Housing Program Guidelines, Policies and Procedures to ensure that all residents have equal opportunity to participate in the Housing Program.
Fiscal Impact:
There is no fiscal impact associated with reviewing the letter or policy discussions about HCD's comment number one. As for comment number two, the Allen Drive site, discussions relating to entitlement and development will be presented to the Council/Board at a later time.
Attachments:
1. HCD letter, dated May 3, 2024
2. Map of Allen Drive
STATE OF CALIFORNIA - BUSINESS, CONSUMER SERVICES AND HOUSING AGENCY GAVIN NEWSOM, Governor
DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT
DIVISION OF HOUSING POLICY DEVELOPMENT
2020 W. El Camino Avenue, Suite 500
Sacramento, CA 95833
(916) 263-2911 / FAX (916) 263-7453
www.hcd.ca.gov
May 3, 2024
Marilyn Simpson, Director
Community Development Department
City of Irwindale
16102 Arrow Highway
Irwindale, CA 91706
Dear Marilyn Simpson:
RE: City of Irwindale’s 6th Cycle (2021-2029) Revised Draft Housing Element Thank you for submitting the City of Irwindale’s (City) revised draft housing element that was received for review on March 4, 2024. Pursuant to Government Code section 65585, the California Department of Housing and Community Development (HCD) is reporting the results of its review. In addition, HCD considered comments from Anthony Naranjo, pursuant to Government Code section 65585, subdivision (c).
The revised draft element addresses many statutory requirements; however, revisions will be necessary to substantially comply with State Housing Element Law (Gov. Code, § 65580 et. seq.), as follows:
1. Affirmatively further[ing] fair housing in accordance with Chapter 15 (commencing with Section 8899.50) of Division 1 of Title 2…shall include an assessment of fair housing in the jurisdiction (Gov. Code, § 65583, subd. (c)(10)(A))
Promote and affirmatively further fair housing opportunities and promote housing throughout the community or communities for all persons regardless of race, religion, sex, marital status, ancestry, national origin, color, familial status, or disability, and other characteristics... (Gov. Code, § 65583, subd. (c)(5).) Enforcement and Outreach Capacity: The element (p. 144) now explains that a past audit found fair housing issues with a local preference policy and states the City/Housing Authority will no longer include this policy in housing programs.
However, the element should clarify whether programs have been revised to remove or modify the local preference policy and if not, add or modify programs to address this fair housing issue.
Marilyn Simpson, Director
Local Data and Knowledge and Other Relevant Factors: As noted in the prior review, local data and knowledge is particularly important given the City consists of only two block groups where census tract boundaries might not coincide with residential areas. As a result, the analysis of fair housing should particularly utilize local data and knowledge and other relevant factors to better understand any local patterns or differences or lack of differences from neighborhood to neighborhood. Local data and knowledge and other relevant factors should be used across all of the fair housing analysis components (e.g., segregation and integration, disparities in access to opportunity and disproportionate housing needs). Examples of local data and knowledge include information from City officials (e.g., planners, code enforcement, civil engineers, local legislators), past surveys and assessments, infrastructure investments to inform capital improvement plans, data used for applications for funding, service providers, developers, school representatives, regional planners, service districts and other sources. Examples of other relevant factors include land use, zoning, development patterns, state, and federal investment, physical or social barriers and access to schools (e.g., safe routes to school), community amenities, facilities, and programs. HCD will send an analysis guide to assist the City with this analysis.
Contributing Factors to Fair Housing Issues: Based on the outcome of a complete analysis, the element should reassess and prioritize contributing factors to fair housing issues and prioritize those factors and then formulate appropriate policies and programs.
Programs: As noted above, the element requires a complete affirmatively furthering fair housing (AFFH) analysis. Depending upon the results of that analysis, the City may need to revise or add programs. Goals and actions must specifically respond to the analysis and to the identified and prioritized contributing factors to fair housing issues and must be significant and meaningful enough to overcome identified patterns and trends. Actions must have specific commitment, milestones, geographic targeting and metrics or numerical targets and, as appropriate, address housing mobility enhancement (housing choices and affordability across geographies), new housing choices and affordability in higher opportunity or income areas (throughout the City), place-based strategies for community preservation and revitalization, and displacement protection.
In addition, the element should emphasize place-based strategies toward community revitalization. Examples include expanding access to stores and healthy foods, improving safe routes to school and active transportation, increasing recreational opportunities, parks, and community facilities, pursuing economic development strategies, prioritizing the capital improvement program.
Marilyn Simpson, Director
2. An inventory of land suitable and available for residential development, including vacant sites and sites having realistic and demonstrated potential for redevelopment during the planning period to meet the locality’s housing need for a designated income level, and an analysis of the relationship of zoning and public facilities and services to these sites. (Gov. Code, § 65583, subd. (a)(3).) Identify actions that will be taken to make sites available during the planning period with appropriate zoning and development standards and with services and facilities... (Gov. Code, § 65583, subd. (c)(1).)
Availability of Infrastructure: As noted in the prior review, the element should clearly describe whether the City is a water or sewer provider and if so, whether a written procedure is available to grant priority service to developments with units affordable to lower-income households. If not, the element should add or modify programs, as appropriate.
Nonvacant Sites: While the analysis is sufficient for Sites 2 (12881 Ramona Boulevard) and 3 (13201 Ramona Boulevard), the element should still address the potential for redevelopment on Site 5 (Irwindale/Padilla). For example, the element could discuss the degree of underutilization, expressed interest in residential development from property owners or developers or absence of leases or other conditions that prevent redevelopment. Additionally, the site consists of a cluster of parcels, intersected by two rights-of-way. The element should discuss how the City anticipates redevelopment and potential lot consolidation to occur on the site.
Electronic Sites Inventory: Pursuant to Government Code section 65583.3, subdivision (b), the City must utilize standards, forms, and definitions adopted by HCD when preparing the sites inventory and submit an electronic version of the sites inventory. While the City has submitted an electronic version of the sites inventory, if changes occur, any future re-adopted versions of the element must also submit the electronic version of the sites inventory.
Programs: As noted above, the element does not include a complete site analysis, therefore, the adequacy of sites and zoning were not established.
Based on the results of a complete sites inventory and analysis, the City may need to add or revise programs to address a shortfall of sites or zoning available to encourage a variety of housing types.
In addition, Program 13 (Allen Drive Site) should commit to: (1) numeric objectives and affordability consistent with assumptions in the element, (2) milestones for issuing final entitlements and building permits and (3) alternative actions (e.g., rezoning) by a specified date if the site will not be developed in the planning period.
Marilyn Simpson, Director
3. The Housing Element shall contain programs which assist in the development of adequate housing to meet the needs of extremely low-, very low-, low- and moderate-income households. (Gov. Code, § 65583, subd. (c)(2).) Program 15 (Outreach and Assistance with Development): The Program should specifically commit to proactively and annually reach out to developers of housing affordable to lower-income households, including extremely low-income and special needs households.
4. Address and, where appropriate and legally possible, remove governmental and nongovernmental constraints to the maintenance, improvement, and development of housing, including housing for all income levels and housing for persons with disabilities. The program shall remove constraints to, and provide reasonable accommodations for housing designed for, intended for occupancy by, or with supportive services for, persons with disabilities. (Gov. Code, § 65583, subd. (c)(3).)
Program 6 (Zoning Code Amendments): While the Program commits to allow group homes similar to other residential uses, it should also commit to allow group homes (regardless of size and licensing) in all zones allowing residential uses.
The element will meet the statutory requirements of State Housing Element Law once it has been revised, adopted, submitted, and reviewed by HCD to comply with the above requirements pursuant to Government Code section 65585.
As a reminder, the City’s 6th cycle housing element was due October 15, 2021. As of today, the City has not completed the housing element process for the 6th cycle. The City’s 5th cycle housing element no longer satisfies statutory requirements. HCD encourages the City to revise the element as described above, adopt, and submit to HCD to regain housing element compliance.
Pursuant to Assembly Bill 1398 (Chapter 358, Statutes of 2021), a jurisdiction that did not adopt a compliant housing element within one year from the statutory deadline cannot be found in compliance until rezones to make prior identified sites available or accommodate a shortfall of sites are completed pursuant to Government Code sections 65583, subdivision (c)(1)(A) and 65583.2, subdivision (c). As this year has passed and Program 8 (Rezone Targeted Housing Sites) has not been completed, the housing element is out of compliance and will remain out of compliance until the rezonings have been completed.
Marilyn Simpson, Director
Public participation in the development, adoption and implementation of the housing element is essential to effective housing planning. Throughout the housing element process, the City should continue to engage the community, including organizations that represent lower-income and special needs households, by making information regularly available and considering and incorporating comments where appropriate. Please be aware, any revisions to the element must be posted on the local government’s website and to email a link to all individuals and organizations that have previously requested notices relating to the local government’s housing element at least seven days before submitting to HCD.
Several federal, state, and regional funding programs consider housing element compliance as an eligibility or ranking criteria. For example, the CalTrans Senate Bill (SB) 1 Sustainable Communities grant, the Affordable Housing and Sustainable Communities program, and HCD’s Permanent Local Housing Allocation consider housing element compliance and/or annual reporting requirements pursuant to Government Code section 65400. With a compliant housing element, the City will meet housing element requirements for these and other funding sources.
For your information, some general plan element updates are triggered by housing element adoption. HCD reminds the City to consider timing provisions and welcomes the opportunity to provide assistance. For information, please see the Technical Advisories issued by the Governor’s Office of Planning and Research at:
https://www.opr.ca.gov/planning/general-plan/guidelines.html.
HCD appreciates the hard work and diligence the City provided in the housing element update and review. We are committed to assisting the City in addressing all statutory requirements of State Housing Element Law. If you have any questions or need additional technical assistance, please contact Brandon Yung, of our staff, at [email protected].
Sincerely,
Paul McDougall
Senior Program Manager
Item #22.A.
Date: June 26, 2024
To: Honorable Mayor and Members of the City Council
From: Julian A. Miranda, City Manager
Issue: Adoption of the Fiscal Year 2024-25 Budget
City Manager's Recommendation:
It is recommended that the City Council conduct the duly noticed public hearing and adopt Ordinance No. 779 entitled: “AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF IRWINDALE ADOPTING THE BUDGET FOR FISCAL YEAR 2024-2025,” reading by title only and waiving further reading thereof.
Administrative Action:
Submitted/Prepared by:
Kambiz Borhani, Finance Director / City Treasurer
Approved by:
Julian A. Miranda, City Manager
Background and Analysis:
On June 12, 2024, the City Council held a duly noticed Public Hearing to conduct the First Reading of Ordinance No. 779 for adoption of the FY 2024-2025 Budget.
The City Council was provided with a verbal report on the FY 2024-2025 Revenue and Expenditure Budgets proposed for adoption. This report included a summary of the Budget Workshop session held on May 29, 2024, during which the City Council reviewed and approved several new budget requests related to personnel, operating and capital project budgets.
Upon the conclusion of the verbal report, the City Council opened the Public Hearing to allow for comments regarding the FY 2024-2025 Budget from both the public and councilmembers.
FY 2024-2025 Budget Summaries
Ordinance No. 779 includes Exhibit A which lists the final revenue and expenditure budgets for
all funds of the City and its agencies to be adopted for FY 2024-2025. These totals include all changes discussed and approved by the City Council during the Budget Workshop session.
The tables below list the final FY 2024-2025 Budget Summaries for the City’s two primary funds, the General Fund and Mining Impact Fund:
General Fund Revenues Expenditures Surplus (Deficit)
On-Going Budget $25,853,931 $(27,480,746) $(1,626,815)
Capital/One-Time Items $2,518,405 $0 $2,518,405
Capital Projects
Transfers
$0 $(800,000) $(800,000)
TOTAL GENERAL FUND $28,372,336 $28,280,746 $91,590
Mining Impact Fund Revenues Expenditures Surplus (Deficit) On-Going Budget $4,275,000 $(5,901,453) $(1,626,453)
Capital/One-Time Items $0 $(180,594) $(180,594)
Capital Projects Transfers $0 $(472,771) $472,771)
TOTAL MINING IMPACT
FUND
$4,275,000 $(6,554,818) $(2,279,818)
Irwindale Municipal Code (IMC) Section 901 requires the City Council to hold a public hearing on the adoption of the budget. Notice of this public hearing, which is set for June 26, 2024, at 6:30 pm, to conduct a second reading and adopt the FY 2024-2025 budget was published in the local newspaper as well as a copy being posted at Irwindale: City Hall, Library, Post Office, and Social Media platforms on June 13th, 2024; as appropriate to give complete and adequate notice thereof, to residents of the City.
Fiscal Impact:
Adoption of Ordinance No. 779 will approve the FY 2024–2025 Budgets listed in Exhibit A for all City funds, the Housing Authority and Reclamation Authority. Note, the Boards of the Housing Authority and Reclamation Authority have separately adopted the FY 2024–2025 budgets by resolutions at their respective meetings on June 12, 2024.
The Budget Summary for the General Fund shows a surplus projected of $891,590 for its Operating Budget and One-Time Items. However, the Capital Projects Transfers of $800,000 will reduce the overall surplus to $91,590.
The General Fund Reserve balance is currently projected to be $49.0 million at the end of FY 2023-2024. Adoption of the proposed FY 2024-2025 Budget will increase the fund balance by a $91,590 surplus, resulting in a projected General Fund Reserve balance of $49.0 million as
of June 30, 2025.
Attachments:
1. Ordinance No 779
2. City Council Budget - 2nd Public Hearing
Ordinance No. 779
ORDINANCE NO. 779
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF IRWINDALE ADOPTING THE BUDGET FOR FISCAL YEAR 2024-2025
WHEREAS, a copy of the Proposed Budget for FY 2024-25 has been posted electronically with the City Council Agenda for public review and in the Office of the Deputy City Clerk; and
WHEREAS, the City Council conducted a duly noticed public hearing to consider the proposed budget on June 12, 2024.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF IRWINDALE DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. The foregoing recitals are true and correct and incorporated herein by this reference.
SECTION 2. The budget for the City of Irwindale for Fiscal Year 2024-25, was prepared and submitted by the City Manager, and as modified by the City Council, is hereby approved and adopted. The operating and capital budget amounts are hereby authorized for the fiscal year within departments by fund, as listed on Exhibit A.
SECTION 3. From the effective date of said budget, the total amount as stated therein for each departmental activity account shall be appropriated subject to expenditure pursuant to all applicable ordinances of the City and statutes of the State. The operating budget may be reallocated by the City Manager or Director of Finance providing there is no change in the total appropriations within any funds as authorized by the City Council.
SECTION 4. At the close of the fiscal year, unexpended appropriations in the operating budget will be unencumbered as necessary to underwrite the expense of outstanding purchase commitments. Unexpended appropriations for any authorized, but uncompleted expenditures and/or projects may be carried forward to the next succeeding budget upon approval by the City Manager or Director of Finance.
SECTION 5. Total appropriations within the funds will be increased only by amendment of the budget by resolution approved by the City Council.
SECTION 6. The City Manager may reduce expenditure appropriations within funds as a method of fiscal control, and the Director of Finance may adjust revenue estimates to reflect economic change during the fiscal period.
SECTION 7. The Director of Finance is hereby authorized to transfer monies in accordance with the interfund transfers listed in said budget, and to transfer monies to cover operational expenditures of the City through transfers of funds in such amounts, and at such times during the fiscal year as may be determined necessary to the competent
Ordinance No. 770
operation and control of City business, or to provide adequate cash flow, except that no such transfer shall be made in contravention of State law or City ordinances.
SECTION 8. Adjustments made by the City Council during the budget hearing and documented in the minutes for this action will be incorporated with the final printed budget document. The City Manager or Director of Finance is hereby authorized to approve any corrections in the budget document that are clerical in nature. Additionally, the City Council may amend the budget at any time by adoption of appropriate budget resolutions.
SECTION 9. The Chief Deputy City Clerk shall certify the passage of this Ordinance and shall cause the same to be posted in accordance with law.
PASSED, APPROVED, AND ADOPTED this 26th day of June 2024. ___________________________________
Albert F. Ambriz, Mayor
ATTEST:
_________________________
Laura M. Nieto, CMC
Chief Deputy City Clerk
Ordinance No. 779
State of California }
County of Los Angeles } ss.
City of Irwindale }
I, Laura M. Nieto, Chief Deputy City Clerk of the City of Irwindale, California, do hereby certify that the foregoing Ordinance No. 779 was duly introduced at a regular City Council meeting held on the 12th day of June 2024, and adopted at a regular meeting of the City Council held on the 26th day of June 2024, by the following roll call vote:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ABSTAIN: Councilmembers:
______________________________
Laura M. Nieto, CMC
Chief Deputy City Clerk
AFFIDAVIT OF POSTING
I, Laura Nieto, Chief Deputy City Clerk, certify that I caused a copy of Ordinance No. 779, adopted by the City Council of the City of Irwindale at its regular meeting held June 26, 2024, to be posted at the City Hall, Library, and Post Office in June 26, 2024. ___________________________ Dated: June 26, 2024
Laura M. Nieto, CMC
Deputy City Clerk
Exhibit A
City of Irwindale
FY 2024-2025
Budget Summary
General Fund
01 General Fund On-Going Budget $ 25,853,931 $ (27,480,746) $ (1,626,815) Capital/One-Time Items $ 2,518,405 $ - $ 2,518,405
Capital Projects Transfers $ - $ (800,000) $ (800,000)
TOTAL GENERAL FUND $ 28,372,336 $ (28,280,746) $ 91,590 Irwindale Housing Authority Fund
11 Irwindale Housing Authority $ 400 $ (7,330) $ (6,930) 12 IHA-Low/Mod Housing Asset Fund $ 25,000 $ (543,330) $ (518,330) TOTAL HOUSING AUTHORITY FUNDS $ 25,400 $ (550,660) $ (525,260) Mining Impact Fund
13 Mining Impact On-Going Budget $ 4,275,000 $ (5,901,453) $ (1,626,453) Capital/One-Time Items $ - $ (180,594) $ (180,594)
Capital Project Transfers $ - $ (472,771) $ (472,771)
TOTAL MINING IMPACT FUND $ 4,275,000 $ (6,554,818) $ (2,279,818) Reclamation Authority
14 Reclamation Fund $ 68,970 $ (48,970) $ 20,000
19 Olive Pit Royalty Fund $ 2,022,320 $ (2,000,000) $ 22,320 TOTAL RECLAMATION AUTHORITY FUNDS $ 2,091,290 $ (2,048,970) $ 42,320 Grants & Special Revenue Funds
15 AB939 Recycling Fund $ 363,480 $ (367,260) $ (3,780) 21 State Gas Tax Fund $ 84,842 $ (84,842) $ -
22 Air Quality Improvement Fund $ 750 $ (750) $ -
25 Proposition A Fund $ 41,762 $ (41,762) $ -
26 Proposition C Fund $ 34,599 $ (34,599) $ -
27 Measure R Fund $ 25,949 $ (25,949) $ -
28 TDA Article 3 Fund $ 5,000 $ (5,000) $ -
29 Measure M Fund $ 29,409 $ (29,409) $ -
30 Measure W Fund $ 400,000 $ (400,000) $ -
32 Community Development Block Grant Fund $ 8,243 $ (8,243) $ - TOTAL GRANT & SPECIAL REVENUE FUNDS $ 994,034 $ (997,814) $ (3,780) Assessment Districts
44 Street Light Assmt District-IBC Fund $ 16,420 $ (16,420) $ - 45 Sewer Maintenance Assmt District-IBC Fund $ 123,080 $ (48,080) $ 75,000 TOTAL ASSESSMENT DISTRICT FUNDS $ 139,500 $ (64,500) $ 75,000 Capital Projects Fund
47 Development Impact Fund $ 1,055,607 $ - $ 1,055,607
48 Capital Projects Fund $ 1,598,000 $ (1,573,000) $ 25,000 TOTAL CAPITAL PROJECT FUNDS $ 2,653,607 $ (1,573,000) $ 1,080,607 TOTAL BUDGET - ALL FUNDS: $ 38,551,167 $ (40,070,508) $ (1,519,340) Fund
No
FY 2024-25
Revenues
FY 2024-25
Expenditures
Surplus
(Deficit)
FY 2024-25
Fund
City Council
Public Hearing - Budget Adoption
Fiscal Year
2024-2025
Exhibit A
City of Irwindale
FY 2024-2025
Budget Summary
General Fund
01 General Fund On-Going Budget $ 25,853,931 $ (27,480,746) $ (1,626,815) Capital/One-Time Items $ 2,518,405 $ - $ 2,518,405
Capital Projects Transfers $ - $ (800,000) $ (800,000)
TOTAL GENERAL FUND $ 28,372,336 $ (28,280,746) $ 91,590 Housing Authority Funds
11 Irwindale Housing Authority $ 400 $ (7,330) $ (6,930) 12 Low & Moderate Income Housing Asset Fund $ 25,000 $ (543,330) $ (518,330) TOTAL HOUSING AUTHORITY FUNDS $ 25,400 $ (550,660) $ (525,260) Mining Impact Fund
13 Mining Impact Fund On-Going Budget $ 4,275,000 $ (5,901,453) $ (1,626,453) Capital/One-Time Items $ - $ (180,594) $ (180,594)
Capital Project Transfers $ - $ (472,771) $ (472,771)
TOTAL MINING IMPACT FUND $ 4,275,000 $ (6,554,818) $ (2,279,818) Reclamation Authority Funds
14 Reclamation $ 68,970 $ (48,970) $ 20,000
19 Olive Pit Royalty $ 2,022,320 $ (2,000,000) $ 22,320 TOTAL RECLAMATION AUTHORITY FUNDS $ 2,091,290 $ (2,048,970) $ 42,320 Special Revenue & Grant(s) Funds
15 AB939 Recycling $ 363,480 $ (367,260) $ (3,780)
21 State Gas Tax $ 84,842 $ (84,842) $ -
22 Air Quality Management District $ 750 $ (750) $ -
25 Proposition A $ 41,762 $ (41,762) $ -
26 Proposition C $ 34,599 $ (34,599) $ -
27 Measure R $ 25,949 $ (25,949) $ -
28 TDA Article 3 $ 5,000 $ (5,000) $ -
29 Measure M $ 29,409 $ (29,409) $ -
30 Measure W $ 400,000 $ (400,000) $ -
32 Community Development Block Grant $ 8,243 $ (8,243) $ - TOTAL SPECIAL REVENUE & GRANT(S) FUNDS $ 994,034 $ (997,814) $ (3,780) Assessment Districts Funds
44 IBC Street Lighting & Maintenance District $ 16,420 $ (16,420) $ - 45 IBC Sewer Maintenance District $ 123,080 $ (48,080) $ 75,000 TOTAL ASSESSMENT DISTRICTS FUNDS $ 139,500 $ (64,500) $ 75,000 Capital Projects Funds
47 Development Impact Fees $ 1,055,607 $ - $ 1,055,607
48 Capital Improvement Projects $ 1,598,000 $ (1,573,000) $ 25,000 TOTAL CAPITAL PROJECTS FUNDS $ 2,653,607 $ (1,573,000) $ 1,080,607 TOTAL BUDGET - ALL FUNDS: $ 38,551,167 $ (40,070,508) $ (1,519,340) Fund
No
FY 2024-25
Revenues
FY 2024-25
Expenditures
Surplus
(Deficit)
FY 2024-25
Fund
(THIS PAGE INTENTIONALLY LEFT BLANK)
Exhibit B
City of Irwindale
Summary of Estimated Fund Balances FY 2024-2025
General Fund
01 General Fund $ 48,953,240 $ (1,626,815) $ 1,718,405 $ 49,044,830 Includes the following assignments:
Capital Asset Replacement $ 9,097,244 $ - $ - $ 9,097,244 Capital Improvement Program 11,093,232 (1,626,815) 1,718,405 11,184,822 Continuing Appropriations 708,237 - - 708,237
Compensated Absences 1,286,486 - - 1,286,486
Unfunded Actuarial Liability 21,768,041 - - 21,768,041
Economic Contingency (Emergency Reserve) 5,000,000 - - 5,000,000 (B) Unassigned - -
$ 48,953,240 $ (1,626,815) $ 1,718,405 $ 49,044,830
Housing Authority Funds
11 Irwindale Housing Authority $ 51,557 (6,930) - $ 44,627 12 Low & Moderate Income Housing Asset Fund $ 6,868,701 (518,330) - $ 6,350,371 Mining Impact Fund
13 Mining Impact Fund $ 11,308,050 (1,626,453) (653,365) $ 9,028,232 Reclamation Authority Funds
14 Reclamation $ 10,262,637 20,000 - $ 10,282,637
19 Olive Pit Royalty 992,927 22,320 - $ 1,015,247
Special Revenue & Grant(s) Funds
15 AB939 Recycling $ 1,058,113 (3,780) - $ 1,054,333
21 State Gas Tax $ 197,064 - - $ 197,064
22 Air Quality Management District $ 1,658 - - $ 1,658
25 Proposition A $ 71,810 - - $ 71,810
26 Proposition C $ 8,717 - - $ 8,717
27 Measure R $ 51,208 - - $ 51,208
28 TDA Article 3 $ - - - $ -
29 Measure M $ 7,712 - - $ 7,712
30 Measure W $ 1,124,062 - - $ 1,124,062
32 Community Development Block Grant $ 1,246 - - $ 1,246 Capital Projects Funds
47 Development Impact Fees $ 7,425,173 - 1,055,607.00 $ 8,480,780 48 Capital Improvement Projects $ 241,019 - 25,000.00 $ 266,019 (A) Excludes amounts for Nonspendable reserved balances, such as Land Held for Resale, Prepaids, etc. (B) Per the Fund Balance Reserve Policy adopted by City Council on 6/22/2012, the General Fund Economic Contingency Reserve shall be maintained at a minimum of $5,000,000. (A)
Estimated
Available
Fund Balance
6/30/2025
Fund
No Fund
(A)
Estimated
Available
Fund Balance
7/01/2024
Estimated
Operating Budget
Surplus (Deficit)
Estimated
Capital: One-time
Items / Projects
Transfers
Exhibit B
City of Irwindale
Summary of Estimated Fund Balances FY 2023-2024
General Fund
01 General Fund $ 48,875,640 $ (2,097,561) $ 2,175,161 $ 48,953,240 Includes the following assignments:
Capital Asset Replacement $ 9,097,244 $ - $ - $ 9,097,244 Capital Improvement Program 11,015,632 (2,097,561) 2,175,161 11,093,232 Continuing Appropriations 708,237 - - 708,237
Compensated Absences 1,286,486 - - 1,286,486
Unfunded Actuarial Liability 21,768,041 - - 21,768,041
Economic Contingency (Emergency Reserve) 5,000,000 - - 5,000,000 (B) Unassigned - - - -
$ 48,875,640 $ (2,097,561) $ 2,175,161 $ 48,953,240
Housing Authority Funds
11 Irwindale Housing Authority $ 58,487 (6,930) - $ 51,557 12 Low & Moderate Income Housing Asset Fund $ 7,379,231 (510,530) - $ 6,868,701 Mining Impact Fund
13 Mining Impact Fund $ 14,035,775 (2,289,725) (438,000) $ 11,308,050 Reclamation Authority Funds
14 Reclamation $ 10,242,637 20,000 - $ 10,262,637
19 Olive Pit Royalty $ 972,837 20,090 - $ 992,927
Special Revenue & Grant(s) Funds
15 AB939 Recycling $ 1,138,763 (80,650) - $ 1,058,113
21 State Gas Tax $ 197,064 - - $ 197,064
22 Air Quality Management District $ 1,658 - - $ 1,658
25 Proposition A $ 71,810 - - $ 71,810
26 Proposition C $ 8,717 - - $ 8,717
27 Measure R $ 51,208 - - $ 51,208
28 TDA Article 3 $ - - - $ -
29 Measure M $ 7,712 - - $ 7,712
30 Measure W $ 1,124,062 - - $ 1,124,062
32 Community Development Block Grant $ 1,246 - - $ 1,246 Capital Projects Funds
47 Development Impact Fees $ 4,271,217 - 3,153,956 $ 7,425,173 48 Capital Improvement Projects $ 216,019 3,737,928 (3,712,928) $ 241,019 (A) Excludes amounts for Nonspendable reserved balances, such as Land Held for Resale, Prepaids, etc. (B) Per the Fund Balance Reserve Policy adopted by City Council on 6/22/2012, the General Fund Economic Contingency Reserve shall be maintained at a minimum of $5,000,000. (A)
Estimated
Available
Fund Balance
6/30/2024
Fund
No Fund
(A)
Audited
Available
Fund Balance
7/01/2023
Estimated
Operating Budget
Surplus
Per Mid-Year Report
Estimated
Capital/One-time
Items
Per Mid-Year
Report
CITY OF IRWINDALE
FY 2024-2025
REVENUE PROJECTIONS
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Account Number Description Actual Actual Budget Budget
FUND 01 GENERAL FUND
01-00-000-31100-0000 Secured - Current 506,165 137,521 241,673 245,309 01-00-000-31110-0000 Unsecured - Current 6,043 (610) 7,175 7,358 01-00-000-31112-0000 HOX 1,030 984 1,000 1,000
01-00-000-31114-0000 City Prior Year - (853) - -
01-00-000-31116-0000 Secured Supplemental-All Years (2) (0) - - 01-00-000-31118-0000 Redemptions - All 43,770 12,018 - - 01-00-000-31120-0000 Other Prop Taxes/Pass Thru 133,653 321,660 255,023 255,000 01-00-000-31122-0000 Sec Master/Suppl Refunds (16,048) 48,834 - - 01-00-000-31124-0000 Prior Years Taxpayer Refunds (5,699) (13,231) - - 01-00-000-31127-0000 Qualified Public Utility Rev 161,128 155,364 - - 01-00-000-31130-0000 Successor Agency Residual Rev 2,107,852 2,447,879 1,837,050 1,007,000 01-00-000-31140-0000 LACO Vehicle License Fee 156,856 187,551 198,579 213,308 PROPERTY TAXES 3,094,748 3,297,117 2,540,500 1,728,975
01-00-000-31200-0000 Sales Tax 4,861,078 5,249,703 4,985,000 5,165,997 01-00-000-31210-0000 Sales Tax - Measure I 3,458,490 3,240,731 3,268,000 3,593,000 01-00-000-31220-0000 Sales Tax Sharing Agreement - - - 400,000 SALES TAXES 8,319,568 8,490,434 8,253,000 9,158,997
01-00-000-31300-0000 Utility User Tax 3,531,654 3,988,477 3,400,000 3,400,000 UTILITY USER TAX 3,531,654 3,988,477 3,400,000 3,400,000 01-00-000-31400-0000 Excavation Tax 2,182,228 1,865,013 2,099,000 2,099,000 01-00-000-31410-0000 Processing Tax 1,381,362 1,394,361 1,385,000 1,450,000 01-00-000-31420-0000 Recycling Tax 48,195 57,508 51,000 76,000 EXCAVATION TAXES 3,611,785 3,316,882 3,535,000 3,625,000 01-00-000-31500-0000 Business License Tax Revenue 1,591,880 1,685,416 1,500,000 1,550,000 01-00-000-31510-0000 Franchise Tax 1,459,690 1,641,809 1,450,000 1,450,000 01-00-000-31520-0000 Property Transfer Tax 198,073 196,493 100,000 100,000 01-00-000-31540-0000 Admission Tax 73,328 60,543 50,000 50,000 LOCAL TAXES 3,322,971 3,584,262 3,100,000 3,150,000
TOTAL TAXES 21,880,726 22,677,172 20,828,500 21,062,972 01-00-000-32100-0000 Building Permits 761,477 1,468,376 2,663,000 2,085,614 01-00-000-32200-0000 Occupancy Permits 164,014 143,069 7,000 50,000 01-00-000-32300-0000 Plumbing Permits 15,222 11,777 15,000 15,000 01-00-000-32400-0000 Electrical Permits 77,391 93,079 50,000 75,000 01-00-000-32520-0000 Other Permits 18,171 17,545 5,000 5,000 01-00-000-32540-0000 Grading Permits 194,783 321,193 100,000 100,000 01-00-000-32550-0000 Mechanical Permits 33,804 15,918 15,000 10,000 01-00-000-32560-0000 Transportation Permits 9,782 10,518 5,000 10,000 LICENSES & PERMITS 1,274,644 2,081,475 2,860,000 2,350,614 01-00-000-33120-0000 Revenue & Grants - Federal/State 29,945 24,609 25,000 25,000 01-00-000-33130-0000 COVID Funding - Federal/State 64,000 262,190 - - 01-00-000-33210-0000 Motor Vehicle In lieu 1,665 1,538 750 750 01-00-000-33220-0000 PSAF (AB172) 16,131 16,616 12,000 12,000 01-00-000-33501-0000 SB1186 State Fee 7,764 5,637 5,000 5,000 INTERGOVERNMENTAL 119,505 310,591 42,750 42,750
CITY OF IRWINDALE
FY 2024-2025
REVENUE PROJECTIONS
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Account Number Description Actual Actual Budget Budget
CHARGES FOR SERVICES:
01-00-000-34100-0000 Police Services 164,460 139,608 22,000 22,000 01-00-000-34105-0000 Police Services-TRAP Program 192,617 210,746 212,000 - 01-00-000-34110-0000 Vehicle Release 22,550 21,545 16,000 16,000 01-00-000-34130-0000 Witness Fees 1,650 1,925 - -
01-00-000-34140-0000 False Alarms - 425 - -
PUBLIC SAFETY 381,277 374,249 250,000 38,000
01-00-000-34200-0000 Planning Fees 65,574 60,388 50,000 50,000 01-00-000-34250-0000 Plan Check Fees 3,938,692 1,820,167 1,381,200 432,791 01-00-000-34300-0000 Engineering & Inspection Fees 27,541 53,414 30,000 50,000 01-00-000-34350-0000 Newspaper/Public Noticing Fees 3,452 3,103 1,000 1,000 01-00-000-34370-0000 Public Works Services 6,736 - - -
COMMUNITY DEVELOPMENT 4,041,995 1,937,072 1,462,200 533,791 01-00-000-34400-0000 Use Of Facilities 16,990 31,483 15,800 16,000 01-00-000-34401-0000 Facility Use-Certificate of Insurance 4,923 1,491 - - 01-00-000-34410-0000 Gym Equipment & Membership Fees 8,488 9,105 1,000 1,000 01-00-000-34420-0000 League Fees 1,504 2,000 200 200
01-00-000-34430-0000 Other Park & Recreation Fees 780 780 - - 01-00-000-34440-0000 Pool 25,204 30,826 10,000 10,000
01-00-000-34441-0000 Shark Shack - 532 - 2,000
01-00-000-34450-0000 Special Activities 716 20 - -
01-00-000-34452-0000 Special Events 940 180 - -
01-00-000-34454-0000 Teen Activities 102 3,528 - -
01-00-000-34456-0000 Adult Activities 2,751 - - -
01-00-000-34460-0000 Tiny Tots 920 680 - -
01-00-000-34470-0000 Recreation Donations 44,851 48,145 43,000 45,000 PARKS & RECREATION 108,169 128,769 70,000 74,200
01-00-000-34500-0000 Senior Breakfasts, Luncheons 914 9,996 - - 01-00-000-34510-0000 Senior Haircuts & Beauty 1,363 2,113 - - 01-00-000-34520-0000 Senior Special Events 1,573 2,160 - - 01-00-000-34530-0000 Senior Trips 669 636 - -
01-00-000-34540-0000 Senior Special Activities 530 1,447 - - 01-00-000-34545-0000 Senior Classes 2,586 4,130 - -
01-00-000-34570-0000 Senior Center Donations 3,000 3,362 - - SENIOR CITIZEN CENTER 10,635 23,843 - -
01-00-000-34600-0000 Library Fees 2,577 4,328 - -
01-00-000-34670-0000 Library Donations 3,000 3,000 - -
LIBRARY 5,577 7,328 - -
TOTAL USER FEES 4,547,653 2,471,261 1,782,200 645,991
01-00-000-35100-0000 Interest 199,101 1,012,668 20,000 20,000 01-00-000-35115-0000 Interest from Leases - 26,862 - -
01-00-000-35110-0000 Interest from loan - 243,559 - -
01-00-000-35120-0000 Interest-Debt Service - (1,458,462) - - 01-00-000-35200-0000 Rents 529,888 862,307 800,000 900,000 USE OF MONEY & PROPERTY 728,989 686,934 820,000 920,000 01-00-000-36100-0000 Motor Vehicle Code Fines-County 67,167 76,659 75,000 75,000 01-00-000-36200-0000 Motor Vehicle Code Fines-City 11,775 10,565 15,000 11,000 01-00-000-36250-0000 Administrative Citation Fines 7,204 3,600 - - 01-00-000-36300-0000 Business License Penalties 77,666 62,639 40,000 45,000 FINES & PENALTIES 163,812 153,464 130,000 131,000
CITY OF IRWINDALE
FY 2024-2025
REVENUE PROJECTIONS
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Account Number Description Actual Actual Budget Budget
01-00-000-37100-0000 Other & Miscellaneous Income 210,578 207,437 25,000 350,000 01-00-000-37100-4216 Other & Miscellaneous Income (Morada Street) - - - - 01-00-000-37200-0000 Other Income-Admin & Overhead 34,863 29,583 29,610 29,610 01-00-000-37212-0000 Admin Reimbursement-Housing 139,684 205,091 244,700 252,340 01-00-000-37219-0000 Admin Reimb-Olive Pit/Prop A 54,861 59,929 87,030 70,010 01-00-000-37230-0000 Admin Reimb-Measure W Funds 34,020 86,693 15,000 15,000 01-00-000-37250-0000 Admin Reimbursement-Successor Agency - 232,083 250,000 250,000 01-00-000-37315-0000 Passport Fees - 3,125 - -
01-00-000-37320-0000 Sale Of Records 2,487 3,626 2,500 2,500 01-00-000-37330-0000 Sale Of Maps, Publications & Copies 7 35 35 35 01-00-000-37340-0000 Sale Of Vehicles 14,195 5,312 - -
01-00-000-37400-0000 Damage Recovery 10,048 2,059 - -
01-00-000-37400-0000 Insurance Excess Pool Dist 49,223 - - - 01-00-000-37410-0000 Settlement Recovery - 412,232 - -
01-00-000-37450-0000 Developer Payments 347,586 354,985 347,500 362,544 01-00-000-37470-0000 Donations 1,000 1,000 - -
01-00-000-37471-0000 Donations-Irw Comm Foundation 88,250 123,220 203,465 - 01-00-000-37515-0000 Credit/Debit Card Fees 20,013 24,443 10,000 10,000 01-00-000-39119-0000 Transfers In - OPRF 1,425,780 1,674,023 1,862,170 1,876,970 MISCELLANEOUS 2,432,595 3,424,875 3,077,010 3,219,009
TOTAL GENERAL FUND REVENUE 31,147,924 31,805,771 29,540,460 28,372,336 FUND 11 IRWINDALE HOUSING AUTHORITY
11-00-000-35100-0000 Interest 1,700 6,554 400 400
Total Irwindale Housing Authority 1,700 6,554 400 400
FUND 12 LOW & MODERATE INCOME HOUSING ASSET FUND
12-00-000-35100-0000 Interest 30,257 161,270 25,000 25,000 12-00-000-35130-0000 Investmt Unrealized(Loss/Gain) - 8,711 - - 12-00-000-35300-0000 Loan Repayments 52,284 200 - -
12-00-000-37350-0000 Gain on Sale of Property 1,275 - - - Total Low & Moderate Income Housing Asset Fund 83,816 170,180 25,000 25,000 FUND 13 MINING IMPACT FUND
13-00-000-31400-0000 Excavation Tax 2,643,757 2,279,897 2,566,000 2,565,000 13-00-000-31410-0000 Processing Tax 1,688,808 1,699,097 1,688,000 1,685,000 13-00-000-35100-0000 Interest 74,519 292,363 25,000 25,000 13-00-000-37100-0000 Other & Miscellaneous Income 1,000,000 366 - - Total Mining Impact Fund 5,407,084 4,271,723 4,279,000 4,275,000 FUND 14 RECLAMATION FUND
14-00-000-35100-0000 Interest 45,614 178,320 20,000 20,000 14-00-000-39100-0000 Transfers In 9,139 8,522 48,970 48,970 Total Reclamation Fund 54,753 186,842 68,970 68,970
CITY OF IRWINDALE
FY 2024-2025
REVENUE PROJECTIONS
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Account Number Description Actual Actual Budget Budget
FUND 15 AB939 RECYCLING FUND
15-00-000-33510-0000 AB939 Recycling Fees 312,587 331,338 269,280 362,480 15-00-000-35100-0000 Interest 4,362 18,553 1,000 1,000
Total AB939 Recycling Fund 316,949 349,891 270,280 363,480 FUND 19 OLIVE PIT ROYALTY FUND
19-00-000-35100-0000 Interest 5,624 27,998 500 500
19-00-000-37460-0000 Royalty Payment 1,819,662 1,723,984 2,000,000 2,000,000 19-00-000-37500-0000 Cost Reimbursements 19,592 21,275 19,590 21,820 Total Olive Pit Royalty Fund 1,844,878 1,773,258 2,020,090 2,022,320 FUND 21 GAS TAX FUND
21-00-000-33310-0000 Gas Tax - 2107 9,596 11,644 11,831 12,735 21-00-000-33320-0000 Gas Tax - 2107.5 1,000 1,000 1,000 1,000 21-00-000-33330-0000 Gas Tax - 2106 9,379 9,705 10,385 10,045 21-00-000-33340-0000 Gas Tax - 2105 8,022 8,544 9,850 9,319 21-00-000-33350-0000 Gas Tax - 2103 11,420 12,233 14,874 13,329 21-00-000-33360-0000 Gas Tax - Road Mtnce & Rehab 29,339 33,499 37,105 38,414 21-00-000-35100-0000 Interest 1,022 3,947 - -
Total Gas Tax Fund 69,778 80,572 85,045 84,842
FUND 22 AIR QUALITY MANAGEMENT DISTRICT FUND
22-00-000-33520-0000 AB2766 Air Quality 1,089 1,944 750 750 22-00-000-35100-0000 Interest 22 98 - -
Total Air Quality Management District Fund 1,111 2,042 750 750 FUND 25 PROPOSITION A FUND
25-00-000-33610-0000 Prop A - Local Return 36,213 37,876 43,063 41,712 25-00-000-35100-0000 Interest 131 1,136 50 50
Total Proposition A Fund 36,344 39,012 43,113 41,762
FUND 26 PROPOSITION C FUND
26-00-000-33620-0000 Prop C - Local Return 30,038 31,417 35,719 34,599 26-00-000-35100-0000 Interest 27 372 - -
Total Proposition C Fund 30,065 31,789 35,719 34,599
FUND 27 MEASURE R FUND
27-00-000-33630-0000 Measure R - Local Return 22,525 23,556 26,789 25,949 27-00-000-35100-0000 Interest 102 1,054 - -
Total Measure R Fund 22,627 24,610 26,789 25,949
FUND 28 TDA ARTICLE 3 FUND
28-00-000-33640-0000 TDA Article 3 10,000 5,000 5,000 5,000 Total TDA Article 3 Fund 10,000 5,000 5,000 5,000
FUND 29 MEASURE M FUND
29-00-000-33650-0000 Measure M - Local Return 25,489 26,647 30,361 29,409 29-00-000-35100-0000 Interest 22 312 - -
Total Measure M Fund 25,511 26,959 30,361 29,409
FUND 30 MEASURE W FUND
30-00-000-33655-0000 Measure W - Safe Clean Water 445,790 431,670 420,000 400,000 30-00-000-35100-0000 Interest 2,974 19,207 - -
Total Measure W Fund 448,764 450,876 420,000 400,000
CITY OF IRWINDALE
FY 2024-2025
REVENUE PROJECTIONS
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Account Number Description Actual Actual Budget Budget
FUND 32 COMMUNITY DEVELOPMENT BLOCK GRANT FUND
32-00-000-33125-0000 CDBG/Revenue & Grants - Federal 9,190 8,500 8,450 8,243 Total Community Development Block Grant Fund 9,190 8,500 8,450 8,243 FUND 44 IBC STREET LIGHTING & MAINTENANCE DISTRICT FUND 44-00-000-31160-0000 Assessments Coll On Behalf Of Bondholders 9,669 18,989 16,100 16,420 44-00-000-35100-0000 Interest 177 706 - -
Total IBC Street Lighting & Maintenenace District Fund 9,846 19,696 16,100 16,420 FUND 45 IBC SEWER MAINTENANCE DISTRICT FUND
45-00-000-31160-0000 Assessments Coll On Behalf Of Bondholders 107,680 200,707 120,670 123,080 45-00-000-35100-0000 Interest 513 4,001 - -
Total IBC Sewer Maintenenace District Fund 108,193 204,707 120,670 123,080 FUND 47 DEVELOPMENT IMPACT FEES FUND
47-00-000-34710-0000 Admin Facilities 31,285 366,245 547,341 103,635 47-00-000-34720-0000 Police Facilities 41,436 485,086 725,098 137,298 47-00-000-34730-0000 Parks & Rec Facilities 74,704 874,560 1,307,336 247,548 47-00-000-34740-0000 Library Facilities 4,522 52,938 79,176 14,994 47-00-000-34750-0000 Transportation Facilities 145,676 1,750,199 2,616,236 495,390 47-00-000-34760-0000 Storm Drain Facilities 16,151 198,788 297,303 56,301 47-00-000-34770-0000 Sewer Facilities 152 1,621 2,345 441 47-00-000-35100-0000 Interest 1,820 68,907 40,000 -
Total Development Impact Fees Fund 315,746 3,798,345 5,614,835 1,055,607 FUND 48 CAPITAL PROJECTS FUND
48-00-000-33120-0000 Revenue & Grants 45,111 3,800 184,000 - 48-00-000-35100-0000 Interest 24,398 90,439 25,000 25,000 48-00-000-37500-0000 Project Contribution/Cost Reimbursement 28,328 - - - 48-00-000-39100-0000 Transfers In - Other Funds 142,000 160,058 179,314 176,199 48-00-000-39101-0000 Transfers In - General Fund 592,225 141,444 1,869,039 800,000 48-00-000-39113-0000 Transfers In - Mining Impact Fund 481,085 407,962 438,000 423,801 48-00-000-39130-0000 Transfers In - Measure W 178,846 19,122 193,000 173,000 48-00-000-39135-0000 Transfer In-State Grant - 121,958 - - 48-00-000-39147-0000 Transfers In - Development Impact Fee 146,680 3,530 849,575 - Total Capital Projects Fund 1,638,673 948,312 3,737,928 1,598,000
City of Irwindale
General Fund Operating Budget
Summary by Department
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Est. Actual Budget
City Council $ 385,364 $ 346,401 $ 405,945 $ 494,740
City Attorney $ 561,149 $ 673,727 $ 355,000 $ 355,000
Administration:
City Manager $ 98,182 $ 138,495 $ 151,110 $ 150,970
Human Resources $ 391,842 $ 388,837 $ 441,980 $ 452,270 Risk Management $ 3,474,589 $ 2,908,556 $ 3,006,320 $ 2,772,076 City Clerk $ 277,783 $ 256,284 $ 284,275 $ 314,110
Administrative Services $ 843,828 $ 942,789 $ 1,006,660 $ 1,062,585 Information Technology $ 332,338 $ 613,945 $ 484,357 $ 410,765 Housing $ 139,523 $ 205,091 $ 244,700 $ 259,000
Economic Development $ 87,819 $ 98,362 $ 133,940 $ 140,040 Public Information Office $ 56,973 $ 56,042 $ 58,980 $ 81,690 Finance $ 1,453,431 $ 865,585 $ 1,129,685 $ 1,061,519
Police $ 8,258,107 $ 8,258,147 $ 9,457,459 $ 9,514,761
Public Services:
Recreation $ 1,112,776 $ 1,222,212 $ 1,425,760 $ 1,620,160 Aquatics $ 280,281 $ 408,546 $ 441,840 $ 520,505
Senior Center $ 776,254 $ 878,950 $ 1,062,072 $ 1,091,811 Public Services Maintenance $ 2,757,731 $ 2,332,000 $ 2,455,465 $ 2,650,724 Library $ 455,307 $ 535,641 $ 708,490 $ 749,390
Community Development $ 475,152 $ 521,245 $ 489,364 $ 512,430 Public Works Engineering $ 1,777,863 $ 1,729,188 $ 1,941,490 $ 1,922,485 Total General Fund Operations: $ 23,996,292 $ 23,380,044 $ 25,684,892 $ 26,137,031 Capital Project Transfers $ 9,672,991 $ 146,694 $ 1,869,039 $ 800,000 $ 33,669,283 $ 23,526,738 $ 27,553,931 $ 26,937,031
Fund Description
Total General Fund Budget:
City of Irwindale
Non-General Fund Expenditure Summary
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Est Actual Budget
Budget
Housing Authority Funds
11 Irwindale Housing Authority $ 5,326 $ 5,174 $ 7,330 $ 7,330 12 Low & Moderate Income Housing Asset Fund $ 4,573,199 $ 365,588 $ 535,530 $ 543,330 $ 4,578,525 $ 370,762 $ 542,860 $ 550,660
Mining Impact Fund
13 Mining Impact - Operating Budget $ 3,893,309 $ 4,999,703 $ 6,568,725 $ 5,901,453 Mining Impact - Capital Purchases/One-Time $ - $ - $ - $ 180,594 Mining Impact - Capital Project Transfers/Transfer Outs $ 490,224 $ 416,484 $ 438,000 $ 472,771 $ 4,383,533 $ 5,416,187 $ 7,006,725 $ 6,554,818
Reclamation Authority Funds
14 Reclamation $ 9,139 $ 8,522 $ 48,970 $ 48,970
19 Olive Pit Royalty $ 1,473,809 $ 1,745,259 $ 2,000,000 $ 2,000,000 $ 1,482,948 $ 1,753,781 $ 2,048,970 $ 2,048,970
Special Revenue & Grant(s) Funds
15 AB939 Recycling $ 262,880 $ 212,960 $ 350,930 $ 367,260 21 State Gas Tax $ 72,984 $ 80,018 $ 85,045 $ 84,842
22 Air Quality Management District $ - $ 6,000 $ 750 $ 750 25 Proposition A $ 29,837 $ 11,358 $ 43,113 $ 41,762
26 Proposition C $ 24,000 $ 29,160 $ 35,719 $ 34,599
27 Measure R $ 18,000 $ 21,870 $ 26,789 $ 25,949
28 TDA Article 3 $ 10,000 $ 5,000 $ 5,000 $ 5,000
29 Measure M $ 20,000 $ 24,780 $ 30,361 $ 29,409
30 Measure W $ 34,020 $ 174,638 $ 420,000 $ 400,000
32 Community Development Block Grant $ 7,944 $ 8,500 $ 8,450 $ 8,243 $ 479,665 $ 574,284 $ 1,006,157 $ 997,814
Assessment Districts Funds
44 IBC Street Lighting & Maintenance District $ 12,927 $ 14,272 $ 16,100 $ 16,420 45 IBC Sewer Maintenance District $ 37,367 $ 46,293 $ 45,670 $ 48,080 $ 50,294 $ 60,566 $ 61,770 $ 64,500
Capital Projects Funds
47 Development Impact Fees $ 146,680 $ 3,530 $ 849,575 $ - 48 Capital Improvement Projects $ 14,147,684 $ 857,873 $ 3,712,928 $ 1,573,000 $ 14,294,364 $ 861,403 $ 4,562,503 $ 1,573,000
$ 25,269,329 $ 9,036,982 $ 15,228,985 $ 11,789,762
Fund
No Fund Description
Total - Non-General Fund:
(THIS PAGE INTENTIONALLY LEFT BLANK)
Budgeted
2021-22
Budgeted
2022-23
Budgeted
2023-24
Budgeted
2024-25
ADMINISTRATION
City Manager 1.0 1.0 1.0 1.0
Assistant City Manager 1.0 1.0 1.0 1.0
Assistant to the City Manager 1.0 1.0 1.0 1.0
Human Resources/Risk Manager 1.0 1.0 1.0 1.0
Benefits Administrator 1.0 1.0 1.0 1.0
Chief Deputy City Clerk 1.0 1.0 1.0 1.0
Management Analyst 2.0 2.0 2.0 2.0
Office Specialist 1.0 1.0 1.0 1.0
IT Manager 1.0 1.0 1.0 1.0
IT Technician 0.0 0.0 1.0 1.0 (2)
IT Intern 0.5 0.5 0.0 0.0 (2)
Housing Coordinator 1.0 1.0 1.0 1.0
Total Administration 11.5 11.5 12.0 12.0
FINANCE
Finance Director/City Treasurer 1.0 1.0 1.0 1.0
Finance Manager 1.0 1.0 1.0 1.0
Senior Finance Analyst 1.0 1.0 1.0 1.0
Accountant 1.0 1.0 1.0 1.0
Finance Analyst 1.0 1.0 1.0 1.0
Finance Technician 1.0 1.0 1.0 1.0
Total Finance 6.0 6.0 6.0 6.0
POLICE
Chief of Police 1.0 1.0 1.0 1.0
Captain 1.0 1.0 1.0 1.0
Lieutenant 1.0 1.0 1.0 1.0
Communications & Records Supervisor 0.0 0.0 0.0 1.0 (5) Police Services Specialist 1.0 1.0 1.0 1.0
Police Records Clerk/Dispatcher 1.0 1.0 1.0 1.0
Police Administrative Clerk 0.0 0.0 0.0 1.0 (5)
Sergeant 6.0 6.0 6.0 6.0
Officer 20.0 20.0 21.0 21.0 (3)
Dispatcher/Clerk 6.0 6.0 6.0 6.0
Reserve Police Officer 1.5 1.5 1.5 1.5
Community Services Officer (PT) 1.5 1.5 1.5 1.5
Total Police 40.0 40.0 41.0 43.0
CITY OF IRWINDALE
PERSONNEL LISTING
Budgeted
2021-22
Budgeted
2022-23
Budgeted
2023-24
Budgeted
2024-25
CITY OF IRWINDALE
PERSONNEL LISTING
RECREATION
Recreation Manager 1.0 1.0 1.0 1.0
Recreation Supervisor 2.0 2.0 2.0 2.0
Inclusion Specialist 0.0 0.0 1.0 1.0 (3)
Senior Recreation Leader 3.0 3.0 3.0 3.0
Recreation Aide (PT) 9.0 9.0 9.0 9.0 (1)
Total Recreation 15.0 15.0 16.0 16.0
AQUATICS
Aquatics Pool Supervisor 1.0 1.0 1.0 1.0
Assistant Pool Manager (PT) 1.5 1.5 1.5 1.5
Senior Lifeguard (PT) 2.0 2.0 2.0 2.0
Lifeguard (PT) 6.0 6.0 7.0 7.0 (1)
Aquatics Cashier (PT) 2.0 2.0 2.5 2.5
Total Aquatics 12.5 12.5 14.0 14.0
SENIOR CENTER
Senior Center Manager 1.0 1.0 1.0 1.0
Senior Center Specialist 1.0 1.0 1.0 1.0
Sr. Center Leader/Bus Driver 1.0 1.0 1.0 1.0
Senior Center Assistant 1.0 1.0 1.0 1.0
Senior Center Leader (PPT) 1.0 1.0 1.0 1.5 (5)
Sr. Center Aide (PT) 1.0 1.0 1.0 1.0
Total Senior Center 6.0 6.0 6.0 6.5
PUBLIC SERVICES MAINTENANCE
Public Services Director 1.0 1.0 1.0 1.0
Project Manager - Construction Compliance 1.0 1.0 1.0 1.0 Public Works Maintenance Supervisor 1.0 1.0 1.0 1.0
Management Analyst 0.0 0.0 0.0 1.0 (5)
Office Specialist 1.0 1.0 1.0 1.0
Bus Driver 1.0 1.0 1.0 1.0
Senior Bus Driver 1.0 1.0 1.0 1.0
Maintenance Lead Worker 1.0 1.0 1.0 2.0 (5)
Maintenance Worker II 6.0 6.0 6.0 6.0
Maintenance Aide 4.0 4.0 4.0 4.0
Janitor 1.0 1.0 1.0 1.0
Total Public Services 18.0 18.0 18.0 20.0
Budgeted
2021-22
Budgeted
2022-23
Budgeted
2023-24
Budgeted
2024-25
CITY OF IRWINDALE
PERSONNEL LISTING
LIBRARY
City Librarian 1.0 1.0 1.0 1.0
Library Technician 1.0 1.0 1.0 1.0
Library Aide (PPT) 0.5 0.5 0.5 0.5
Senior Library Page (PT) 1.0 1.0 1.0 1.0 (1)
Library Page (PT) 4.0 4.0 4.0 4.0 (1)
Tutor (PT) 4.0 4.0 4.0 4.0 (1)
Total Library 11.5 11.5 11.5 11.5
COMMUNITY DEVELOPMENT
Community Development Director 1.0 1.0 1.0 1.0
Senior Planner 1.0 1.0 1.0 1.0
Associate Planner 1.0 1.0 1.0 1.0
Assistant Planner 0.0 0.0 0.0 1.0 (5)
Administrative Secretary 1.0 1.0 1.0 1.0
Office Specialist 1.0 1.0 1.0 1.0
Sr Code Enforcement Officer 1.0 1.0 1.0 1.0
Code Enforcement Officer 1.0 1.0 1.0 1.0
Planning Technician 1.0 1.0 1.0 1.0
Intern (PT) 0.5 0.5 0.5 0.5
Total Community Development - Planning/Code 8.5 8.5 8.5 9.5
PUBLIC WORKS - ENGINEERING
Director of Engineering/Building Official 1.0 1.0 1.0 1.0 Assistant City Engineer 1.0 1.0 1.0 0.0 (5)
Construction Compliance Manager 1.0 1.0 1.0 1.0
Associate Engineer 1.0 1.0 1.0 1.0
Assistant Engineer 0.0 0.0 0.0 1.0 (5)
Engineering Technician 3.0 3.0 3.0 3.0
Executive Assistant 1.0 1.0 0.0 0.0 (4)
Administrative Secretary 0.0 0.0 1.0 1.0 (4)
Intern (PT) 0.5 0.5 0.5 0.5
Total Public Works Engineering 8.5 8.5 8.5 8.5
TOTAL - CITY 137.5 137.5 141.5 147.0
SUMMARY TOTALS:
Full-Time 101.5 101.5 104.0 109.0
Permanent Part-Time 1.5 1.5 1.5 2.0
Part-Time 34.5 34.5 36.0 36.0
TOTAL - CITY 137.5 137.5 141.5 147.0
(1)
(2) During the FY 2022-23 there were new positions approved & positions unfrozen (CC mtg 6/28/23, Item 9) (3) During the FY 2023-24 there weren new positions approved & positions frozen (CC mtg 8/23/23, Item 7) (4) During the FY 2023-24 new position approved & one position frozen (CC mtg 9/27/23, Item 5) (5) During the FY 2024-25 new position approved & one position frozen (CC mtg 6/12/24, Item 22B ) Part Time positions are budgeted based on part-time hours; actual number of PT employees may vary, so long as total wages stay within the part time budget. (1 FTE is 0.5 PT/PPT)
(THIS PAGE INTENTIONALLY LEFT BLANK)
Dept: City Council & Commissioners Division: All Divisions 01-11
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actuals Revised Budget Budget
Salaries & Wages 69,776 67,653 91,510 91,510
Fringe Benefits 255,163 224,625 234,000 293,240
Total Salaries & Benefits: 324,940 292,279 325,510 384,750 Operating Expenditures 60,424 54,123 80,435 91,190
Capital Outlay - - - 18,800
Total: 385,364 346,401 405,945 494,740
City of Irwindale
FY 2024-2025 Departmental Budget
Account Description
(THIS PAGE INTENTIONALLY LEFT BLANK)
Dept: City Council Division: City Council
Account: 01-11-110
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 45,226 45,010 63,010 63,010
Fringe Benefits 107,960 108,847 112,060 133,490
Total Salaries & Benefits: 153,186 153,857 175,070 196,500 42110 Training 28,412 24,221 37,875 37,875
42115 Meeting Expenses - Local 126 360 1,200 1,200
42130 Memberships & Subscriptions 11,624 12,479 12,510 12,510 42200 Operating Supplies 1,476 1,204 4,400 4,400
42230 Uniforms Expense & Safety Equipment 64 64 580 580 Total Operating Expenditures: 41,701 38,328 56,565 56,565 44100 Office Equipment Furniture & Fixtures 18,800
Total Capital Outlay: - - - 18,800
Total: 194,887 192,185 231,635 271,865
City of Irwindale
FY 2024-2025 Departmental Budget
Account Description Acct
No
Dept: City Council Division: City Council
Account: 01-11-110
FY 2023-24 FY 2024-25
Revised Budget Budget
42110 Training 37,875
LLC, CCCA, ICA, ICSC, and other organizations:
Mayor ($11,300= $8,475 75% GF, $2,825 25% MIF) 8,475
29,400
Total: 37,875
42115 Meeting Expenses - Local 1,200
Host 4 meetings w/NSGRWG 1,200
Total: 1,200
42130 Memberships & Subscriptions 12,510
NALEO dues ($100 pp x 5 members) 500
600
3,800
Independent Cities Association Membership (ICA) 700
Southern California Association of Governments Membership (SCAG) 260 SGV Council of Government 6,650
Joint Powers Authority Dues (Next payment due May 2026) - Total: 12,510
42200 Operating Supplies 4,400
Frames 300
Tile plates 400
Business cards 500
Proclamations/covers 550
Name badges/name plates/photo plates 150
General City Function Supplies 2,500
Total: 4,400
42230 Uniforms Expense & Safety Equipment 580
580
Total: 580
Total Operating Expenditures: 56,565 56,565
44100 Office Equipment Furniture & Fixtures -
Replace seven (7) chairs at Council Chamber dais 7,600
Replace fourteen (14) chairs at outer Council Chambers table 11,200 Total: 18,800
Total Capital Outlay: - 18,800
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No
City logo clothing
National League of Cities Membership
California Contract Cities Association Membership (CCCA) Account Description / Line Item Detail
Councilmembers ($39,200= $29,400 75% GF, $9,800 25% MIF)
Dept: City Council Division: Planning Commission
Account: 01-11-112
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 9,600 7,618 12,000 12,000
Fringe Benefits 85,652 63,897 59,410 73,930
Total Salaries & Benefits: 95,252 71,515 71,410 85,930
42110 Training 10,295 9,174 13,720 15,000
42200 Operating Supplies 26 - 250 250
42230 Uniforms Expense & Safety Equipment 571 211 500 500 Total Operating Expenditures: 10,892 9,384 14,470 15,750 Total Capital Outlay: - - - -
Total: 106,145 80,900 85,880 101,680
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No Account Description
Dept: City Council Division: Planning Commission
Account: 01-11-112
FY 2023-24 FY 2024-25
Revised Budget Budget
42110 Training 13,720
7,500
7,500
Total: 15,000
42200 Operating Supplies 250
Badges, Nameplates & additional funds 250
Total: 250
42230 Uniforms Expense & Safety Equipment 500
500
Total: 500
Total Operating Expenditures: 14,470 15,750
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No Account Description / Line Item Detail
Planning Commission Uniforms
Pln Comm - California Contract Cities Assoc. Municipal Seminar ($2,000/Comm) (75% GF / 25% MIF)
Pln Comm-League of California Cities, Planning Comm Academy ($2,000/Comm) (75% GF / 25% MIF)
Dept: City Council Division: Parks & Recreation Commission Account: 01-11-113
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 9,450 9,625 10,500 10,500
Fringe Benefits 61,472 51,803 62,440 85,730
Total Salaries & Benefits: 70,922 61,428 72,940 96,230
42110 Training 7,385 5,989 8,300 8,300
42200 Operating Supplies 63 26 100 100
42230 Uniforms Expense & Safety Equipment 192 184 500 500 Total Operating Expenditures: 7,639 6,200 8,900 8,900
Total Capital Outlay: - - - -
Total: 78,561 67,628 81,840 105,130
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No Account Description
Dept: City Council Division: Parks & Recreation Commission Account: 01-11-113
FY 2023-24 FY 2024-25
Revised Budget Budget
42110 Training 8,300
8,300
Total: 8,300
42200 Operating Supplies 100
100
Total: 100
42230 Uniforms Expense & Safety Equipment 500
500
Total: 500
Total Operating Expenditures: 8,900 8,900
Parks & Recreation Commission Uniforms
California Contract Cities Assoc. Municipal Seminar ($1,660/Comm) Badges and name plates for Commissioners
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No Account Description / Line Item Detail
Dept: City Council Division: Senior Commission
Account: 01-11-114
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 5,500 5,400 6,000 6,000
Fringe Benefits 80 78 90 90
Total Salaries & Benefits: 5,580 5,478 6,090 6,090
42110 Training - - - 9,375
42200 Operating Supplies - - - 100
42230 Uniforms Expense & Safety Equipment 191 211 500 500 Total Operating Expenditures: 191 211 500 9,975
Total Capital Outlay: - - - -
Total: 5,771 5,689 6,590 16,065
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No Account Description
Dept: City Council Division: Senior Commission
Account: 01-11-114
FY 2023-24 FY 2024-25
Revised Budget Budget
42110 Training -
Senior Comm-CPRS 9,375
Total: 9,375
42200 Operating Supplies -
100
Total: 100
42230 Uniforms Expense & Safety Equipment 500
500
Total: 500
Total Operating Expenditures: 500 9,975
Senior Citizen Commission Uniforms
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No Account Description / Line Item Detail
Badges and name plates for Commissioners
($2,500/Comm) (75% GF & 25% MIF)
Dept: Administration Division:
Account: 01-13-130
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 22,884 23,235 26,070 26,760
Fringe Benefits 47,188 14,363 10,690 9,810
Total Salaries & Benefits: 70,072 37,598 36,760 36,570
42110-0000 Training - CM 1,694 3,403 3,700 3,700
42110-1010 Training - Asst CM 5,444 874 5,900 5,900
42115 Meeting Expenses - Local 55 732 720 720
42130 Memberships & Subscriptions 4,778 4,116 6,450 6,500 42200 Operating Supplies 2,802 3,346 2,180 2,180
42220 Fuel 2,036 287 1,000 1,000
42221 Vehicle Maintenance & Repairs 1,055 2,633 4,000 4,000 42300 Contract Services 10,245 85,506 90,400 90,400
Total Operating Expenditures: 28,110 100,897 114,350 114,400 Total Capital Outlay: - - - -
Total: 98,182 138,495 151,110 150,970
Acct
No Account Description
City of Irwindale
FY 2024-2025 Departmental Budget
City Manager
Dept: Administration Division:
Account: 01-13-130
FY 2023-24 FY 2024-25
Revised Budget Budget
42110-0000 Training - CM 3,700
LCC Annual Conference & Expo (Southern CA) 2,200
LCC CM Conference (Southern CA) 1,500
Total: 3,700
42110-1010 Training - Asst CM 5,900
900
LCC Annual Conference & Expo (Southern CA) 3,000
2,000
Total: 411 5,900
42115 Meeting Expenses - Local 720
1,025 360
Misc. Local Meetings (ACM) 360
Total: 720
42130 Membership & Subscriptions 6,450
150
LCC (LA County Div.) 1,000
LCC Association Membership 1,200
MMASC Membership (ACM & Mgmnt. Analyst) 250
SGVT Weekly Subscription (CM & ACM) 1,500
ICMA Dues (CM & ACM) 2,400
Total: 6,500
42200 Operating Supplies 2,180
180
500
Misc. ads/project supplies/artwork/photo frames 500
Printer/computer supplies 1,000
Total: 2,180
42220 Fuel 1,000
1,000
Total: 1,000
42221 Vehicle Maintenance & Repairs 4,000
4,000
Total: 4,000
Business cards (CM & ACM)
LCC CM Conference (Southern CA)
City of Irwindale
FY 2024-2025 Departmental Budget
City Manager
Account Description / Line Item Detail Acct
No
Chrysler 300
MMACS Workshops, Legislative Meetings, & Other Professional Meetings Chrysler 300
SGVCMA CM Membership
Presentations/Recognitions
Misc. Local Meetings (CM)
Dept: Administration Division:
Account: 01-13-130
FY 2023-24 FY 2024-25
Revised Budget Budget
City of Irwindale
FY 2024-2025 Departmental Budget
City Manager
Account Description / Line Item Detail Acct
No
42300 Contract Services 90,400
25,000
11,400
California Consulting (Grant Writing & Management) 54,000 Total: 90,400
Total Operating Expenditures: 114,350 114,400
Joe A. Gonsalves & Son (Lobbyist) 40% GF ($11,400) & 60% MIF ($17,100) As-needed Contract Services
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Dept: Administration Division:
Account: 01-16-160
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 174,770 146,538 160,320 164,890
Overtime 1,041 625 - -
Fringe Benefits 80,569 74,444 98,310 105,720
Total Salaries & Benefits: 256,380 221,606 258,630 270,610 42110 Training 577 1,162 1,500 1,500
42116 Mileage Reimbursement 61 123 200 200
42130 Memberships & Subscriptions 865 1,446 2,290 1,550 42131 Public Notices - - 200 200
42200 Operating Supplies 733 91 350 350
42210 Office Equipment Mtnce & Supplies 4,179 - 5,100 5,100 42240-1200 Program Supplies-Elections 233 5,776 - 12,975 42300 Contractual Services 14,754 16,081 16,005 21,625
42300-1260 Contractual Services - ARPA - 10,000 - -
Total Operating Expenditures: 21,402 34,678 25,645 43,500 Total Capital Outlay: - - - -
Total: 277,783 256,284 284,275 314,110
Acct
No Account Description
City of Irwindale
FY 2024-2025 Departmental Budget
City Clerk
Dept: Administration Division:
Account: 01-16-160
FY 2023-24 FY 2024-25
Revised Budget Budget
42110 Training 1,500
1,500
Total: 1,500
42116 Mileage Reimbursement 200
Mileage 200
Total: 200
42130 Memberships & Subscriptions 2,290
500
300
750
Total: 1,550
42131 Public Notices 200
200
Total: 200
42200 Operating Supplies 350
350
Total: 350
42210 Office Equipment Mtnce & Supplies 5,100
4,800
300
Total: 5,100
42240-1200 Program Supplies-Elections -
Registrar (Next General Municipal Election 11/2024, FY 24/25) 10,975 Election Related Supplies 500
Legal Ads 1,500
Total: 12,975
Miscellaneous supplies
Miscellaneous
Account Description / Line Item Detail
National Notary Association - CDCC
(Dependent on appeals to City Council, if any)
Complete Paperless Solutions - Laserfiche Support (75% GF, 25% MIF) City Clerks Association of California (CDCC & Mgmt. Analyst) Miscellaneous training events
International Institute of Municipal Clerks (CDCC & Mgmt. Analyst) Acct
No
City of Irwindale
FY 2024-2025 Departmental Budget
City Clerk
Dept: Administration Division:
Account: 01-16-160
FY 2023-24 FY 2024-25
Revised Budget Budget Account Description / Line Item Detail Acct No
City of Irwindale
FY 2024-2025 Departmental Budget
City Clerk
42300 Contractual Services 16,005
4,100
Agenda Management Solution ($8,500=75% GF $6,375 & 25% MIF $2,125) 6,375 Social Media Archiving 6,200
TAB Fusion RMS label making software for records management 4,950 (75% GF-$4,950, 25% MIF-$1,650 ongoing)
Total: 21,625
Total Operating Expenditures: 25,645 43,500
Full Service Supplementation Subscription, Annual Print Suppl. Service Civic Plus/MuniCode Includes:
Renewal for Online code hosting & Ordinance codification
(THIS PAGE INTENTIONALLY LEFT BLANK)
Dept: Administration Division:
Account: 01-18-180
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 210,689 215,382 215,750 222,100
Overtime 1,711 880 - -
Fringe Benefits 99,385 115,924 134,190 143,710
Total Salaries & Benefits: 311,785 332,187 349,940 365,810 42130 Memberships & Subsciptions 120 120 150 150
42131 Public Notices 627 2,215 2,000 3,000
42140 Chamber of Commerce Assistance 30,000 30,000 30,000 45,000 42142 Contributions/Donations 300 - - -
42200 Operating Supplies 25,351 38,538 36,140 36,140
42210 Office Equipment Mtnce & Supplies 20,045 19,411 23,940 27,940 42212 Postage 21,391 27,545 26,800 30,000
42213 Telephone 95,100 91,812 123,550 132,050
42214 Water 115,725 132,348 147,000 157,100
42215 Gas 19,277 35,325 30,000 31,500
42216 Elecricity - General 183,955 213,383 200,640 215,070 42241 Special Events 15,713 11,309 30,000 12,000
42241-4014 Special Events-Service Award Ceremony 4,439 5,180 6,500 6,500 42250 Building Repairs - 3,416 - -
42300 Contractual Services - - - 325
Total Operating Expenditures: 532,043 610,602 656,720 696,775 Total: 843,828 942,789 1,006,660 1,062,585
City of Irwindale
FY 2024-2025 Departmental Budget
Account Description Acct
No
Administrative Services
Dept: Administrative Services Division:
Account: 01-18-180
FY 2023-24 FY 2024-25
Revised Budget Budget
42130 Memberships & Subscriptions 150
Costco Annual Membership 150
Total: 150
42131 Public Notices 2,000
Public hearing notices as needed (ex. CDBG, DIF, User Fee, RFP, linkage) 3,000 Total: 3,000
42140 Chamber of Commerce Assistance 30,000
45,000
Total 45,000
42200 Operating Supplies 36,140
6,000
Lewis Engraving 300
ProPrinting - Envelopes & Letterhead 1,000
5,540
1,000
8,000
13,200
1,100
Total: 36,140
42210 Office Equipment Mtnce & Supplies 23,940
11,500
Ricoh Copier Leases (RICOH02) 7,500
HPC - Maintenance for Copiers & Printers (Administration) 1,000 5,100
250
1,600
990
Total: 27,940
42212 Postage 26,800
28,800
1,200
Total: 30,000
Pacific - Copier Paper (CH only)
FlippingBook - Digital flip book for City Newsletter & Veterans Program Pitney Bowes Supplies
Postage (City-wide)
Vestis First Aid & Safety
Water Service
Canva Design Software, Newsletter Printing, Newsletter Mailing Ricoh Copy Fees (RICOH01)
Balcon Holding (Bay Alarms) Security & Fire Alarm (Rec, Lib, SCC, PW) Monitoring, Maint & Testing
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No
Administrative Services
Account Description / Line Item Detail
Chamber of Commerce
Office Supplies
Federal Express Mailings
Pitney Bowes Annual Service Agreement
E.G. Brennan & Co. Corp - Fellows Shredder
Dept: Administrative Services Division:
Account: 01-18-180
FY 2023-24 FY 2024-25
Revised Budget Budget
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No
Administrative Services
Account Description / Line Item Detail
42213 Telephone 123,550
28,800
380
2,250
8,280
3,000
19,800
AT&T Virtual Private Network (PD Air Cards) 27,300
29,940
3,800
8,500
Total: 132,050
42214 Water 147,000
157,100
Azusa Light & Water
Total: 157,100
42215 Gas 30,000
31,500
Total: 31,500
42216 Electricity - General 200,640
215,070
Total: 215,070
42241 Special Events 30,000
4,000
(Offset by Community Benefit Contribution of $1,000 from United Rock) Young Citizen of the Year Event 4,000
4,000
Total: 12,000
Verizon - City wide Cell Phones (except for PW Services)(75% GF & 25% MIF) Verizon - PW Services (40% GF & 60% MIF)
MCI - PD, long distance (75% GF, 25% MIF)
Peerless - Telephone carrier / Long Distance (75% GF, 25% MIF) AT&T Firstnet
Spectrum/Charter - Internet for LVTS
Frontier - Telephones & Rec Alarm (75% GF, 25% MIF)
Verizon - All City issued Cell Phones & cases
(Every 2 years -Next purchase FY 24/25) - 75% GF & 25% MIF Frontier - Internet -2nd Street (75% GF, 25% MIF)
Veterans' Ceremony
Team building events throughout the year
Electricity (75% GF & 25% MIF)
Valley County Water
(75% in General Fund / 25% in Mining Impact Fund)
Gas (75% GF & 25% MIF)
CA American Water
Valley View Mutual Water Co
Golden State Water Co
Dept: Administrative Services Division:
Account: 01-18-180
FY 2023-24 FY 2024-25
Revised Budget Budget
City of Irwindale
FY 2024-2025 Departmental Budget
Acct
No
Administrative Services
Account Description / Line Item Detail
42241-4014 Special Events-Service Award Ceremony 6,500
6,500
Total: 6,500
42300 Contractual Services -
Paver Program for Memorial Garden - Engraver set-up fee 325 Total: 325
Total Operating Expenditures: 656,720 696,775
Service Award Ceremony
Dept: Administration Division:
Account: 01-20-200
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 167,425 140,456 164,330 157,770
Overtime 5,425 3,121 - -
Fringe Benefits 63,530 52,229 78,350 79,920
Total Salaries & Benefits: 236,380 195,806 242,680 237,690 42116 Mileage Reimbursement - 10 100 100
42130 Memberships & Subscriptions 3,560 7,665 9,000 9,330 42200 Operating Supplies - - - 200
42205 Computer Parts & Equipment 27,336 29,679 120,925 57,485 42205-1260 Computer Parts & Equipment - ARPA - 3,583 - - 42210 Office Equipment Mtnce & Supplies 55,060 53,009 67,277 54,085 42300 Contractual Services 4,995 8,835 44,375 51,875
42300-1260 Contractual Services - ARPA - 7,933 - -
Total Operating Expenditures: 90,951 110,714 241,677 173,075 44500 Large Tools & Equipment 5,007 307,426 - -
Total Capital Outlay: 5,007 307,426 - -
-
Total: 332,338 613,945 484,357 410,765
Acct
No Account Description
City of Irwindale
FY 2024-2025 Departmental Budget
Information Technology (IT)
Dept: Administration Division:
Account: 01-20-200
FY 2023-24 FY 2024-25
Revised Budget Budget
42116 Mileage Reimbursement 100
Mileage 100
Total: 100
42130 Memberships & Subscriptions 9,000
Municipal Information Systems Assoc of CA (MISAC) 260
Dropbox Plus annual plan (2TB) 120
Zoom meetings (3) & Webinar (1) 1,200
Ninja Remote Monitoring & Management (RMM) 4,500
Zoho Mobile Device Management Software 3,250
Total: 9,330
42200 Operating Supplies -
200
Total: 200
42205 Computer Supplies & Equipment 120,925
6,000
18,400
2,925
Battery Backup Units for Desktop PCs 1,600
Battery Backup Replacements - Phase 1 & Battery Replacement to PD 7,880 server room rack (Phase 2 will start in FY 25/26)
Multi-factor authentication implementation 5,000
KVM console replacement for CH, PD, Sr. Center server racks 6,080 Annual laptop replacement schedule (Six (6) annually at $2,000 each) 9,600 Total: 57,485
City of Irwindale
FY 2024-2025 Departmental Budget
Information Technology (IT)
Acct
No Account Description / Line Item Detail
Employee ID Card supplies & cleaning kit (20% GF & 80% MIF) Computer/Server Parts & Equipment (unanticipated)
Computer Ongoing Replacement Schedule
Annual Wireless Access Point Replacement (75% GF & 25% MIF)
Dept: Administration Division:
Account: 01-20-200
FY 2023-24 FY 2024-25
Revised Budget Budget
City of Irwindale
FY 2024-2025 Departmental Budget
Information Technology (IT)
Acct
No Account Description / Line Item Detail
42210 Office Equipment, Mtnce & Supplies 67,277
CivicPlus CivicEngage Website Hosting and Support Fee 12,900 CivicPlus CivicReady Mass Notification System 3,500
XO Communications 500
2,200
Fortinet FortiAnalyzer VM (1 yr svc agmnt - 7/1/2024) 1,350 City Hall & PD SSL (3 yr svc agmnt - 4/9/2025: $950) 950 Barracuda Email Protection Gateway (1 yr svc agmnt - 9/2/2024) 4,850 Barracuda 690 Backup Device & cloud Storage (1 yr svc agmnt - 9/2/2024) 8,900 City/PD Host (2) and Storage Server (1 yr svc agmnt November 2024) 9,860 Sophos (anti-virus) (3 yr svc agmnt - 9/15/2026)
ESRI ArcGis Pro Basic (4) Concurrent Licenses (1 yr svc agmnt 7/31/2024) 2,600 DeepFreeze - Library/Senior Center (1 yr svc agmnt - 9/16/2024) 475 2,500
3,500
Total: 54,085
42300 Contractual Services 44,375
10,000
Telephone Support 5,500
Microsoft Office 365 G1 & G3 License Subscription (75% GF & 25% MIF) 28,500 Barracuda Cloud to Cloud backup (75% GF & 25% MIF) 4,875 Recabling of copper feeder to PD 3,000
Total: 51,875
Total Operating Expenditures: 241,677 173,075
Emergency/Backup Support
Unanticipated Equipment Maintenance
Supplies & telephone equipment
Fortigate 200E - City Hall/Library (1 yr svc agmnt - 12/16/2024)
(THIS PAGE INTENTIONALLY LEFT BLANK)
Dept: Administration Division:
Account: 01-23-230
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 106,861 163,157 182,970 195,590
Overtime 153 62 - -
Fringe Benefits 32,508 41,872 61,730 63,410
Total Salaries & Benefits: 139,523 205,091 244,700 259,000 Total Operating Expenditures: - - - -
Total Capital Outlay: - - - -
Total: 139,523 205,091 244,700 259,000
Acct
No Account Description
City of Irwindale
FY 2024-2025 Departmental Budget
Housing
(THIS PAGE INTENTIONALLY LEFT BLANK)
Dept: Administration Division:
Account: 01-26-260
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Revised Budget Budget
Salaries & Wages 37,091 34,230 33,820 36,540
Fringe Benefits 17,975 17,958 22,280 24,770
Total Salaries & Benefits: 55,066 52,188 56,100 61,310
42110 Training 8,474 6,639 5,000 5,000
42115 Meeting Expenses-Local 191 500 500 500
42116 Mileage 125 233 300 300
42130 Memberships & Subscriptions 5,575 13,325 10,540 11,430 42131 Public Notice - 1,561 2,000 2,000
42200 Operating Supplies 4,960 4,528 5,000 5,000
42241 Special Events 873 4,289 14,000 14,000
42300 Contractual Services 12,555 15,099 26,500 26,500
42441 Environmental Site Assessment - - 8,000 8,000
42443 Escrow & Appraisal Fees - - 6,000 6,000
Total Operating Expenditures: 32,754 46,174 77,840 78,730 Total Capital Outlay: - - - -
Total: 87,819 98,362 133,940 140,040
Acct
No Account Description
City of Irwindale
FY 2024-2025 Departmental Budget
Economic Development
Dept: Administration Division:
Account: 01-26-260
FY 2023-24 FY 2024-25
Revised Budget Budget
42110 Training 5,000
2,000
1,500
Miscellaneous Workshop 1,500
Total: 5,000
42115 Meeting Expenses-Local 500
Meeting Expenses 500
Total: 500
42116 Mileage Reimbursement 300
Meetings and Seminars 300
Total: 300
42130 Memberships & Subscriptions 10,540
2,525
3,000
500
CoStar Database 5,280
MMASC Membership 125
Total: 11,430
42131 Public Notices 2,000
Public notices 2,000
Total: 2,000
42200 Operating Supplies 5,000
Operating Supplies for Economic Development 1,000
Marketing/Promotional Expenses 3,000
Printing 1,000
Total: 5,000
42241 Special Events 14,000
14,000
Total: 14,000
42300 Contractual Services 26,500
7,500
11,500
Video Production 7,500
Total: 26,500
Los Angeles County Economic Development Corp. (LAEDC);
Acct
No Account Description / Line Item Detail
ICSC (1 Staff member)
San Gabriel Valley Economic Partnership (SGVEP)
CALED Annual Training Conference (1 Staff member)
CALED Membership
City of Irwindale
FY 2024-2025 Departmental Budget
Economic Development
Economic Development Consulting Services
HDL ECONSolutions (Socio conomic data / analytics)
Restaurant Promotions; Economic Vitality; Business Education Programs