Agenda — Jurupa Valley City Council, September 21, 2023 (part 2 of 2)

kimley-horn.com 1100 W. Town and Country Road, Suite 700, Orange, CA 92868 714 939 1030

The Kimley-Horn Team will not supervise, direct, or control Contractor's work, and will not have authority to stop the Work or responsibility for the means, methods, techniques, equipment choice and use, schedules, or procedures of construction selected by Contractor, for safety programs incident to Contractor's work, or for failure of Contractor to comply with laws. Consultant does not guarantee Contractor’s performance and has no responsibility for Contractor's failure to perform in accordance with the Contract Documents. Therefore, the associated effort for the Kimley-Horn Team during construction detailed in the fee sheet are an estimate only for budgetary purposes. Our Team will provide its services during Construction on a time and materials basis to not exceed the proposed fee, and will notify the City prior to exceeding the budgets stated herein.

Deliverables: Responses to RFIs, Contractor Submittals, and Record Drawings - 1 hardcopy and 1 electronic (both PDF format and AutoCAD 2020 C3D)
Assumptions
 Construction of the Pedley Road and Jurupa Road intersection improvements is anticipated to be completed by end of November 2023.

Fee and Billing
Kimley-Horn will perform the services described in the Scope of Services outlined above on an hourly basis not-to-exceed plus expenses fee of $26,631, per the attached cost proposal.

Services not outlined above will not be performed without your authorization, and will constitute extra effort, to be performed for an additional fee, to be agreed upon prior to performing the work.

Closure
If you concur in all the foregoing and wish to direct us to proceed with the services, please return along with the appropriate contract documentation. This proposal is valid for sixty (60) days after the date of this letter.

We appreciate the opportunity to provide these services to you. Please contact me if you have any questions.

Very truly yours,
KIMLEY-HORN AND ASSOCIATES, INC.

Jason Melchor, P.E. (No. 65218)
Project Manager / Associate

K:\ORA_TPTO\094965002 - Pedley-Jurupa Int Imps\Contract & Billings\Construction Support\Amendment Request #3\Kimley- Horn Additional Budget Request_#3_Pedley-Jurupa_City of Jurupa Valley.docx

CITY OF JURUPA VALLEY

PEDLEY ROAD AND JURUPA ROAD INTERSECTION IMPROVEMENTS CONSTRUCTION SUPPORT

ESTIMATE OF COST BREAKDOWN

BY PERSONNEL AND TASK
KIMLEY-HORN AND ASSOCIATES, INC.
1 Construction Phase Support 20 74 5 0 4 103 $25,855 $25,855 TOTAL HOURS 20 74 5 0 4 103
HOURLY RATES $331.49 $240.55 $178.90 $152.16 $132.52 COST $6,630 $17,801 $895 $0 $530 $25,855 $25,855
EXPENSES Expenses (3.0%) $776
TOTAL $26,631
LABOR COST TOTAL COSTSenior
Analyst Analyst Admin Geotech Surveying TOTAL
HOURS
TASK
Project
Manager Engineer I
Fee Proposal_Pedley-Jurupa Construction Support_#3.xlsx, Signal Mod_Rev_TO CITY 8/9/2023, 1:24 PM Page | 1

STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJECT: AGENDA ITEM NO. 13.E

REJECTION OF BID FOR THE PUBLIC WORKS SERVICE TRUCK

RECOMMENDATION
It is recommended t hat the City Council reject the bid from Transwest Truck Center received in response to the Public Works Service Truck with tipping capabilities Request for Quotes.

BACKGROUND
The City covers 44-square miles and the maintenance of public streets is provided by in- house staff and through outside contracts. The City currently has seven in -house maintenance workers who are responsible for responding to resident requests for service, emergency calls, sign replacement installation, illegal dumping, and related miscellaneous services.

Last fiscal year, Public Works maintenance staff responded to 3,029 service requests for maintenance. Reports of illegal dumping was the single highest request and made up 39% of the total maintenance requests received. The City has been making a reasonable effort to gradually acquire its own vehicles and equipment since its incorporation to ensure efficient delivery of services.

On June 15, 2023, the City Council approved the Fiscal Year 2023/24 City budget, which included funding to purchase one backhoe loader, one replacement service truck, and another service truck with tipping capabilities (dump truck) for the Public Works Department.

ANALYSIS
Currently, the City has one service truck with dumping capabilities in service , and is in need of a second service truck with dumping capabilities to enhance our capa city to respond to illegal dumping, homeless encampment clean-ups, etc.

RETURN TO AGENDA
Page | 2

City staff published a Request for Quotes for a field truck on July 6, 2023, on PlanetBids, the City’s online procurement system.

The invitation for bids closed on July 14, 2023, and the City received one (1) bid.

Bidder Price
Transwest Truck Center, Fontana $89,322.97

Staff evaluated the bid and determined the bid received by Transwest Truck Center is over the approved budget for this piece of equipment . Staff intends to explore the open market for a more competitively priced unit. Therefore, staff is recommending that the bid from Transwest Truck Center be rejected.

FINANCIAL IMPACT
No financial impact

ALTERNATIVES

1. Accept the Proposal

2. Provide alternative direction to staff

************************** SIGNATURES ON FOLLOWING PAGE **************************

https://portal.seinc.com/Pages/Quotes/QuoteView.html?cbResetParam=1&QuoteID=DOFCUCUBEVMU 1/3 2286 E. Date Ave.

Fresno, CA 93706
Phone: 559-237-5541
Fax: 559-237-5554
www.SEINC.com
Quotation
270028
Date: 7/7/2023, 1:57:41 PM
User: Leibold, Nicole
Bill To: TRANSWEST TRUCK CENTER Ship To: TRANSWEST TRUCK CENTER End User: CITY OF JURUPA VALLEY End User: CITY OF JURUPA VALLEY Attn: RADNICH, MICAH Attn: RADNICH, MICAH
10150 CHERRY AVE. 10150 CHERRY AVE.

FONTANA, CA 92335 FONTANA, CA 92335
909-770-5733 909-770-5733
Quote Date: 07/07/2023 Salesman: Quezada, Carlos
Expiration Date: 08/06/2023 Ship Via: SCELZI DELIVERY
Sales Tax Exempt @ 0.000% Terms: COD
PO Number:

Notes:

MOUNT IN RIVERSIDE

PAINT BODY WHITE

REAR MOUNTED FUEL TANK
DROP SHIP CODE: 88WKK6
***NOTE: QUOTE IS SUBJECT TO ADDITIONAL SURCHARGES PRICE IS VALID FOR 30 DAYS QUOTE WILL BE RE-EVALUATED ONCE CHASSIS IS GIVEN A VIN# AND AN ETA OF CHASSIS IS PROVIDED BY FACTORY Qty Part Number Description
1 CUSTOMER TRUCK 2024 - FORD - F-350 - REG CAB - DRW - GAS - WHITE - 84" CA https://portal.seinc.com/Pages/Quotes/QuoteView.html?cbResetParam=1&QuoteID=DOFCUCUBEVMU 2/3 Quotation
270028
Date: 7/7/2023, 1:57:41 PM
User: Leibold, Nicole
1 GARDNER 8X12 B 8 X 12 FLAT BED DUMP WITH:

PACKAGE B
- SMOOTH STEEL FLOOR - 10 GAUGE
- CROSSMEMBERS ON 16'' CENTERS
- ROPE HOOKS ON EACH CROSSMEMBER
- L.E.D. SEAL BEAM CLEARANCE LIGHTS AND OEM TAILLIGHTS
- HEADBOARD 10GA. -STANDARD
1EA - 42” SOLID STEEL SIDE RACKS – FRONT SWING OUT VERTICAL DOOR 46” WIDE, 42” TALL – (1) DRIVERSIDE, (1) CURBSIDE
1EA - SCELZI CS615T- 11SE SUBFRAME UNDERBODY HOIST CLASS C

11.2 TON CAPACITY WITH 12” OVERHANG , FULL SUB FRAME , 12 VOLT

ELECT DOUBLE-ACTING CLASS , LED BODY RAISED WARNING LIGHT ,

SINGLE BODY PROP
***NOTE: INSTALL 24” MUD FLAP BRACKETS AND INSTALL DEALER

SUPPLIED MUD FLAP
1EA - REAR BARN DOORS
1EA - SCELZI DURA PULL TARP INSTALLED
1EA - POLYUREA COMPLETE CARGO AREA - HEADBOARD, FLOOR,
INSIDE OF SIDE RACKS AND INSIDE OF BARN DOORS.
1EA - CLASS 5 RECEIVER HITCH WITH 2" REDUCER INSERT - DUMP BODY
1EA - TRAILER PLUG 7 WAY FLAT RV #12707
1EA - ECCO #510 BACK UP ALARM
1EA - RELOCATE FACTORY BACK UP CAMERA
2 TOOLBOXES 60”X18”X18” UNDERBODY TOOLBOX FRAME MOUNTED IN FRONT OF

REAR WHEEL ON BOTH SIDES
1 HAZ MAT - HWD
FEE

HAZARDOUS WASTE DISPOSAL FEE
1 WEIGHT

CERTIFICATE

WEIGHT CERTIFICATE OF COMPLETED UNIT
1 TRANSPORTATION ONE WAY TO FONTANA, CA
https://portal.seinc.com/Pages/Quotes/QuoteView.html?cbResetParam=1&QuoteID=DOFCUCUBEVMU 3/3 Quotation
270028
Date: 7/7/2023, 1:57:41 PM
User: Leibold, Nicole

DISCLAIMERS
TERMS: Standard terms are Net 10 Days, any deviations need to be in writing before production CHASSIS: Scelzi Enterprises, Inc. is not responsible for flashing or modification of any chassis modules due to the installation of a body
Including but not limited to camera installation, erratic turn signal operation, etc CHANGES: Each change after quote is accepted will constitute a $500.00 fee in addition to the cost of the change No changes will be made to orders 2 weeks prior to production start date DRAWINGS: Any changes to drawings after acceptance and 2 weeks prior to production start date will constitute a $500.00 fee or more at $150.00 per hour
No changes will be made to drawings 2 weeks prior to production start date PAINT: Scelzi Enterprises, Inc. does not guarantee a perfect color match due to inconsistencies in factory paints and procedures

THIS WORK AUTHORIZED BY DATE
Payment in full on completion of job if credit arrangements have not been made in advance Estimate Prepared By:

Leibold,
Nicole
The above quotation is submitted according to specifications submitted by customer. Any alterations or changes increasing production costs will be charged for accordingly. Sales Rep: Quezada, Carlos
Prepared for: Paul Toor, City of Jurupa Valley
2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Price Level: 350
Client Proposal
Prepared by:

Micah Radnich
Office: 951-403-2901
Email: [email protected]
Quote ID: RFQ2324-02
Date: 07/14/2023
Transwest Truck Center | 10150 Cherry Ave., Fontana, California, 923355222 Office: 909-770-5620
1 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Paul Toor, City of Jurupa Valley
Re: Quote ID RFQ2324-02 07/14/2023
Dear Paul ,
Thank you very much for the opportunity to bid on your Service Dump Truck. I have put together the following
information for you based on your specs and my personal experience in the field with utilities and hope that you like our proposal.

I am bidding a 2 wheel drive, Dual Rear wheel, 84"CA F350. I made one change to your Rear axle ratio based upon Duty/Use of this truck and improved startability and Traction. We are bidding a 4.30 Limited slip option which is typical for a dump body gasoline truck.

I observed that you did spec the back-up alarm and platform steps so safety is important to you. In our proposal I am including Ford's optional 872 Rear View Camera system. Additionally, I am also including the spare tire and jack kit which I did not see spec'd and is optional.

I hope that this outstanding truck and our dedication to customer service as well as local support, will enhance your ownership experience should you decide to buy a vehicle from us.

Please feel free to contact me at any time as I would truly appreciate the opportunity to be of service to you.

Sincerely,
Micah Radnich
Government and Fleet Truck Sales
951-403-2901
[email protected]
2 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Selected Equip & Specs
Dimensions
* Conventional Capacity: 17,500 lbs. * GCWR: 27,500 lbs. * Fifth-wheel towing capacity: 20,000 lbs. * Gooseneck towing capacity: 20,100 lbs. • Vehicle body length: 254.8" • Vehicle body width: 80.0" • Vehicle body height: 78.1" • Wheelbase: 169.0"
• Front track: 69.1" • Rear track: 71.1"
• Vehicle turning radius: 28.7' • Cab to axle: 84.0"
• Rear tire outside width: 92.2" • Axle to end of frame: 47.2" • Frame section modulus: 12.7 cu.in. • Frame yield strength (psi): 50000.0 • Frame rail width: 34.1" • Front bumper to front axle: 38.3" • Front bumper to back of cab: 123.7" • Front brake diameter: 14.3" • Rear brake diameter: 14.3" • Interior rear cargo volume: 11.6 cu.ft. • Max interior rear cargo volume: 11.6 cu.ft. • Total passenger volume: 64.6 cu.ft. • Headroom first-row: 40.8" • Leg room first-row: 43.9" • Shoulder room first-row: 66.7" • Hip room first-row: 62.5" Powertrain
• 7.3L V-8 DEVCT variable valve control, engine with
335HP
• Engine cylinders: V-8
• Injection Type: sequential MPI • Spark ignition system • Horsepower: 335 HP@3750 RPM • Torque: 468 lb.-ft.@3750 RPM • Radiator • Auxiliary power take-off
• TorqShift 10-speed automatic • Rear-wheel drive
• Recommended fuel: regular unleaded * Mechanical limited slip differential • Driveline managed traction control
Fuel Economy and Emissions
• Gasoline secondary fuel type • Federal emissions
Suspension and Handling
• Firm ride suspension • Heavy-duty front shock absorbers • Heavy-duty rear shock absorbers
Driveability
• 4-wheel disc brakes • Front and rear ventilated disc brakes • 4-wheel antilock (ABS) brakes • Four channel ABS brakes • Brake assist system • Hill Start Assist
• Twin I-Beam independent front suspension • Front anti-roll bar • Front coil springs • DANA M300 rigid axle rear suspension • Leaf spring rear suspension • Rear anti-roll bar
3 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Selected Equip & Specs (cont'd)• Hydraulic power-assist steering system • Re-circulating ball steering • 2-wheel steering system
Body Exterior
• Trailer wiring harness * Side assist steps
• 2 doors • Clearcoat paint
• Monotone paint • Black side window trim
• Black windshield trim • Black door handles
• Black front bumper • Black front bumper rub strip
• 2 front tow hooks • Black grille
• Black door mirrors • Manual extendable trailer mirrors • Convex spotter in driver and passenger side door
mirrors
• Turn signal indicator in door mirrors
• LT245/75RS17 AS BSW front and rear tires • 17 x 6.5-inch front and dual rear argent steel wheels Convenience
• Power door locks with 2 stage unlocking • Keyfob activated door locks • All-in-one remote fob and ignition key • Cruise control with steering wheel mounted controls • FordPass Connect smart device vehicle start control • Day/Night rearview mirror • Power first-row windows • Fixed rear windshield
• Illuminated locking glove box • Illuminated glove box • Front beverage holders • 6 beverage holders
• Instrument panel covered bin • Dashboard storage
• Retained accessory power • PRND in IP
• Trip computer • Upfitter switches
• Over the air updates
Comfort
• Manual climate control • Cabin air filter
• Cloth headliner material • Full headliner coverage
• Full vinyl floor covering • Full floor coverage
• Manual tilting steering wheel • Manual telescopic steering wheel • Urethane steering wheel
Seats and Trim
• Seating capacity: 3 • 40-20-40 split-bench front seat • Split-bench front seat • Driver seat with 4-way directional controls • Front passenger seat with 4-way directional controls • Height adjustable front seat head restraints • Manual front seat head restraint control • Front seat center armrest • Front seat armrest storage • Manual reclining driver seat • Manual driver seat fore/aft control • Manual reclining passenger seat 4 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Selected Equip & Specs (cont'd)• Manual passenger seat fore/aft control • Manual driver seat lumbar • Vinyl front seat upholstery
Entertainment Features
• 2 total number of 1st row displays • 8 inch primary LCD display • Primary touchscreen display • AM/FM stereo radio
• In-vehicle audio • AM radio
• FM radio • Seek scan
• SYNC 4 external memory control • Speakers number: 4
• Standard grade speakers • Steering wheel mounted audio controls • SYNC 4 voice activated audio controls • Speed sensitive volume • Wireless audio streaming • Fixed audio antenna
Lighting, Visibility and Instrumentation
• Digital/analog instrumentation display • Configurable instrumentation gauges • Trip odometer • In-radio display clock
• Compass • Exterior temperature display
• Driver information center • Gauge cluster display size (inches): 4.20 • Tachometer • Oil pressure gauge
• Engine/electric motor temperature gauge • Transmission fluid temperature gauge • Engine hour meter • Light tinted windows
• Aero-composite headlights • Halogen headlights
• Autolamp auto on/off headlight control • Multiple enclosed headlights • Delay-off headlights • DRL preference setting
• Variable intermittent front windshield wipers • Front reading lights • Illuminated entry • Variable instrument panel light
* Flashlight • Daytime running lights
• Cab clearance lights * High mounted center stop light • Remote activated perimeter approach lighting • Fade interior courtesy lights Technology and Telematics
• SYNC 4 911 Assist emergency SOS system via
mobile device
• SYNC 4 handsfree wireless device connectivity
• AppLink/Apple CarPlay and Android Auto smart
device wireless mirroring
• FordPass Connect 4G mobile hotspot internet
access
• 2 USB ports
Safety and Security
• Driver front impact airbag • Seat mounted side impact driver airbag • Safety Canopy System curtain first-row overhead
airbags
• Cancellable front passenger air bag
• Seat mounted side impact front passenger airbag • 6 airbags 5 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

GVWR14,000 lbs. Payload7,900 lbs.

Trailering Weights
* Fifth-wheel towing capacity20,000 lbs. * Gooseneck towing capacity20,100 lbs. * Conventional capacity17,500 lbs. * GCWR27,500 lbs.

Front Weights
* Front curb weight3,527 lbs. GAWR front4,700 lbs.

Axle capacity front5,250 lbs. Spring rating front4,700 lbs.

Tire/wheel capacity front5,820 lbs.

Rear Weights
GAWR rear10,040 lbs. Axle capacity rear10,040 lbs.

Spring rating rear10,040 lbs. Tire/wheel capacity rear11,640 lbs.

Off Road
Min ground clearance7.9"
Exterior Measurements
Vehicle body length254.8" Vehicle body width80.0"
Vehicle body height78.1" Wheelbase169.0"
Front brake diameter14.3" Rear brake diameter14.3"
Rear frame height loaded26.5" Rear frame height unloaded32.0" Front track69.1" Rear track71.1"
Vehicle turning radius28.7' Cab to axle84.0"
Rear tire outside width92.2" Axle to end of frame47.2"
Frame section modulus12.7 cu.in. Frame yield strength (psi)50000.0 Frame rail width34.1" Front bumper to front axle38.3"
Front bumper to back of cab123.7"
Interior Measurements
Interior rear cargo volume11.6 cu.ft. Max interior rear cargo volume11.6 cu.ft.

Interior Volume
6 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Headroom
Headroom first-row40.8"
Legroom
Leg room first-row43.9"
Shoulder Room
Shoulder room first-row66.7"
Hip Room
Hip room first-row62.5"
Powertrain
Engine
Engine7.3L V-8 DEVCT variable valve
control, engine with 335HP
Valves per cylinder2
Engine cylindersV-8 Injection typesequential MPI
Engine locationFront mounted engine IgnitionSpark ignition system Engine mounting directionLongitudinal mounted
engine
Engine block materialIron engine block
Cylinder head materialAluminum cylinder head
Engine Specs
Displacement7.3L cc445 cu.in.

Bore4.21" Stroke3.98"
Compression ratio10.5 SAEJ1349AUG2004 compliant
Engine Power
Horsepower335 HP@3750 RPM Torque468 lb.-ft.@3750 RPM
Alternator
Alternator amps250A Alternator typeHeavy-duty alternator Battery
Battery amps78Ah Battery typeHD lead acid battery
Battery rating750CCA Battery run down protectionBattery run down protection
Engine Extras
RadiatorRadiator Auxiliary power take-offAuxiliary power take-off Transmission
TransmissionTorqShift 10-speed automatic Transmission electronic controlTransmission electronic control
Overdrive transmissionOverdrive transmission Lock-up transmissionLock-up transmission 7 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Drive Feature
* Limited slip differentialMechanical limited
slip differential
Traction controlDriveline managed traction
control
Fuel Economy and Emissions
Fuel Economy
Secondary fuel typeGasoline secondary fuel
type
Emissions
EmissionsFederal emissions
Suspension and Handling
Suspension
SuspensionFirm ride suspension Front shock absorbersHeavy-duty front shock absorbers
Rear shock absorbersHeavy-duty rear shock
absorbers
8 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Selected Equip & Specs (cont'd)Cruise controlCruise control with steering wheel mounted controls
Key Fob Controls
Fob remote vehicle controlsFordPass Connect
smart device vehicle start control
Rear View Mirror
Day/Night rearview mirrorDay/Night rearview
mirror
Exterior Mirrors
Door mirrorsPower door mirrors Folding door mirrorsManual folding door mirrors Heated door mirrorsHeated driver and
passenger side door mirrors
Front Side Windows
First-row windowsPower first-row windows
Overhead Console
Overhead consoleFull overhead console Overhead console storageOverhead console storage
Passenger Visor
Visor passenger mirrorPassenger visor mirror
Power Outlets
12V power outlets2 12V power outlets
Rear Windshield
Rear windshieldFixed rear windshield
Storage
Number of beverage holders6 beverage holders Beverage holdersFront beverage holders Glove boxIlluminated locking glove box Illuminated glove boxIlluminated glove box Instrument panel storageInstrument panel
covered bin
Dashboard storageDashboard storage
Windows Feature
One-touch up windowDriver and passenger
one-touch up windows
One-touch down windowDriver and passenger
one-touch down windows
Miscellaneous
Trip computerTrip computer PRND in IPPRND in IP
Upfitter switchesUpfitter switches Accessory powerRetained accessory power Over the air updatesOver the air updates
Comfort
11 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Selected Equip & Specs (cont'd)
Climate Control
Climate controlManual climate control Cabin air filterCabin air filter Headliner
Headliner materialCloth headliner material Headliner coverageFull headliner coverage Floor Trim
Floor coveringFull vinyl floor covering Floor coverageFull floor coverage Steering Wheel
Steering wheel telescopicManual telescopic
steering wheel
Steering wheel materialUrethane steering wheel
Steering wheel tiltManual tilting steering wheel
Seats and Trim
Seat Capacity
Seating capacity3
Front Seats
Front seat typeSplit-bench front seat Driver seat directionDriver seat with 4-way directional controls
Driver seat fore/aft controlManual driver seat
fore/aft control
Passenger seat directionFront passenger seat
with 4-way directional controls
Split front seats40-20-40 split-bench front seat Reclining passenger seatManual reclining passenger seat
Passenger seat fore/aft controlManual passenger
seat fore/aft control
Front head restraintsHeight adjustable front
seat head restraints
Front head restraint controlManual front seat
head restraint control
Armrests front centerFront seat center armrest
Armrests front storageFront seat armrest
storage
Reclining driver seatManual reclining driver seat
Lumbar Seats
Driver lumbarManual driver seat lumbar
Front Seat Trim
Front seat upholsteryVinyl front seat upholstery Front seatback upholsteryVinyl front seatback upholstery
Interior Accents
Interior accentsChrome interior accents
Gearshifter Material
Gearshifter materialUrethane gear shifter
material
12 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Selected Equip & Specs (cont'd)
Entertainment Features
LCD Displays
Primary touchscreen displayPrimary touchscreen
display
Number of first-row LCD displays2 total number of
1st row displays
LCD primary display size8 inch primary LCD
display
Radio Features
External memorySYNC 4 external memory
control
Seek scanSeek scan
Speakers
SpeakersStandard grade speakers Speakers number4
Audio Features
Steering mounted audio controlSteering wheel
mounted audio controls
Speed sensitive volumeSpeed sensitive volume
Voice activated audioSYNC 4 voice activated
audio controls
Wireless streamingWireless audio streaming
Lighting, Visibility and Instrumentation
Instrumentation
Trip odometerTrip odometer Instrumentation displayDigital/analog instrumentation display
Configurable instrumentation gaugesConfigurable
instrumentation gauges
Instrumentation Displays
Temperature displayExterior temperature
display
Driver information centerDriver information
center
ClockIn-radio display clock CompassCompass
Instrumentation Gauges
TachometerTachometer Oil pressure gaugeOil pressure gauge Transmission temperature gaugeTransmission
fluid temperature gauge
Engine/electric motor temperature
gaugeEngine/electric motor temperature
gauge
Gauge cluster display size (inches)4.20 Engine hour meterEngine hour meter Instrumentation Warnings
Engine temperature warningEngine temperature
warning
Oil pressure warningOil pressure warning
Low fuel warningLow fuel warning Low brake fluid warningLow brake fluid warning Battery charge warningBattery charge warning Headlights on reminderHeadlights on reminder 13 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Selected Equip & Specs (cont'd)Key in vehicle warningKey in vehicle warning Door ajar warningDoor ajar warning Service interval warningService interval indicator
Glass
Tinted windowsLight tinted windows
Headlights
HeadlightsHalogen headlights Headlight typeAero-composite headlights Auto headlightsAutolamp auto on/off headlight
control
Multiple headlightsMultiple enclosed headlights
Delay off headlightsDelay-off headlights DRL preference settingDRL preference setting Front Windshield
WipersVariable intermittent front windshield
wipers
Interior Lighting
Illuminated entryIlluminated entry Variable panel lightVariable instrument panel light
Front reading lightsFront reading lights * FlashlightFlashlight Lights
Running lightsDaytime running lights Interior courtesy lightsFade interior courtesy lights
Clearance lightsCab clearance lights * High mount stop lightHigh mounted center stop light
Perimeter approach lightingRemote activated
perimeter approach lighting
Technology and Telematics
Connectivity
HandsfreeSYNC 4 handsfree wireless device
connectivity
Smart device integrationAppLink/Apple CarPlay
and Android Auto smart device wireless
mirroring
Emergency SOSSYNC 4 911 Assist
emergency SOS system via mobile device
Internet Access
Internet accessFordPass Connect 4G mobile
hotspot internet access
USB Ports
USB ports2 USB ports
Safety and Security
14 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
As Configured Vehicle
Code Description
F3G Base Vehicle Price (F3G)
640A Order Code 640A
99N Engine: 7.3L 2V DEVCT NA PFI V8 Gas
44G Transmission: TorqShift 10-Speed Automatic
X4L Limited Slip w/4.30 Axle Ratio
STDGV GVWR: 14,000 lb Payload Package
TD8 Tires: LT245/75Rx17E BSW PLUS A/S (6)
64K Wheels: 17" Argent Painted Steel
512 Spare Tire, Wheel & Jack
A HD Vinyl 40/20/40 Split Bench Seat
PAINT Monotone Paint Application
169WB 169" Wheelbase
STDRD Radio: AM/FM Stereo w/MP3 Player
61J 4-Ton Hydraulic Jack
18B Platform Running Boards
59H Center High-Mounted Stop Lamp (CHMSL)
153 Front License Plate Bracket
872 Rear View Camera & Prep Kit
52S Interior Work Surface
76C Exterior Backup Alarm (Pre-Installed)
61L Front Wheel Well Liners (Pre-Installed)
AHQAB First Aid Kit w/Ford Logo
AHMAC Commercial USA Roadside Assistance Kit
WARANT Fleet Customer Powertrain Limited Warranty
425 50-State Emissions System
16 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
As Configured Vehicle (cont'd)
Code Description
Z1_01 Oxford White
AS_03 Medium Dark Slate w/HD Vinyl 40/20/40 Split Bench Seat 17 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Warranty
Standard Warranty
Basic Warranty
Basic warranty36 months/36,000 miles
Powertrain Warranty
Powertrain warranty60 months/60,000 miles
Corrosion Perforation
Corrosion perforation warranty60 months/unlimited
Roadside Assistance Warranty
Roadside warranty60 months/60,000 miles
18 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Vehicle Dimension and Performance Summary
Performance predictions in this report represent an estimate of vehicle performance based on standard operating conditions. Variations in customer equipment, load configuration, ambient conditions, and/or operator driving techniques can cause significant variations in vehicle performance. These values are not representative of results that may be shown in actual dynamometer tests. This report should therefore be used as a guide for comparative vehicle performance.

Dimensions
A Front of Bumper to Front Axle 38.30 in.

B Front Bumper to Back of Cab (BBC) 123.70 in.

C Wheelbase (WB) 169.00 in.

D Overall Length (OAL) 254.80 in.

E Back of Cab to Rear Axle (CA) 84.00 in.

F Back of Cab to End of Frame 131.20 in.

G Rear Axle to End of Frame (AF) 47.20 in.

H Frame Section Height N/A
I Rear Frame Height Unloaded 32.00 in.

I Rear Frame Height Loaded 26.50 in.

J Cab Height 78.10 in.

K Body Width 80.00 in.

L Maximum Ground Clearance N/A
L Minimum Ground Clearance 7.90 in.

M Front Tread 69.10 in.

M Rear Tread 71.10 in.
19 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Vehicle Dimension and Performance Summary (cont'd)
Weight
GVW Front Axle Rear Axle Totals
Chassis 3,527 lbs 2,744 lbs 6,271 lbs
Body 0 lbs 0 lbs 0 lbs
Occupants Weight 300 lbs 150 lbs 450 lbs
1 Max Payload - (Max Payload) 873 lbs 6,406 lbs 7,279 lbs TOTAL 4,700 lbs 9,300 lbs 14,000 lbs
Ratings Front Axle Rear Axle GVWR
GAWR 4,700 lbs 10,040 lbs 14,000 lbs
Wheels/Tires 5,820 lbs 11,640 lbs
Suspension 4,700 lbs 10,040 lbs
Axle 5,250 lbs 10,040 lbs
Legal Axle Limit 0 lbs 0 lbs
20 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Vehicle Dimension and Performance Summary (cont'd)
Start, Grade and Speed
Start Ratio Desired Calculated
Start grade capability in 1st gear 4.62 15.00 % 39.63 % Start grade capability in reverse 4.70 15.00 % 40.32 %
Grade Ratio Desired Calculated
Maximum grade in 8th gear 0.85 3.00 % 7.42 %
Maximum grade in 9th gear 0.69 3.00 % 5.99 %
Maximum grade in 10th gear 0.63 3.00 % 5.51 %
Speed Desired Calculated
Top Speed (level grade)
To meet your requirement you need a maximum axle ratio of 8.78 75 mph 128 mph
Top Speed on 3% grade
To meet your requirement you need a maximum of 96 hp
55 mph
Cruise Speed 60 mph 88 mph
Engine RPM at desired cruise speed 1,764 rpm
Variables in Use
Rear axle ratio: 4.30/4.30
Tire size: 245/75R17 (649
rev/mile)
Gross Vehicle Weight (GVW): 14,000 lbs
Clutch engagement torque: 234 ft.lbs.

Torque conversion ratio: 1.97
Peak engine torque: 468 ft.lbs.

Engine Power: 335 hp @ 3,750 rpm
Peak Torque RPM: 3,750 rpm
Frontal Area: 38.39 Sq.Ft.

Cruising RPM 2,600 rpm
Worst road surface Typical Highway
Final Drive Ratio: 0.63
Drag Coefficient 0.80
21 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Vehicle Dimension and Performance Summary (cont'd)
Shift Chart
Shift Chart displays mathematical geared speed.

Diesel engines use Governed RPM for shift points.

Gas engines use Peak Torque RPM for shift points.

Turning Radius
Turning Radius 28.75 ft
22 Prices and content availability as shown are subject to change and should be treated as estimates only. Actual base vehicle, package and option pricing may vary from this estimate because of special local pricing, availability or pricing adjustments not reflected in the dealer’s computer system. See salesperson for the most current information.

Prepared for: Paul Toor
City of Jurupa Valley
Prepared by: Micah Radnich
07/14/2023 Transwest Truck Center | 10150 Cherry Ave. Fontana California | 923355222 2023 F-350 Chassis 4x2 SD Regular Cab 169" WB DRW XL (F3G) Quote ID: RFQ2324-02
Pricing Summary - Single Vehicle
Vehicle Pricing
Base Vehicle Price
Options
Colors
Upfitting
Fleet Discount
Fuel Charge
Destination Charge
Total
Customer Signature Acceptance Date
23 Page | 1

STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS / CITY ENGINEER SUBJECT: AGENDA ITEM NO. 13.F

APPROVE THE PURCHASE OF SIGNAL EQUIPMENT FOR MISSION
BOULEVARD AND PYRITE STREET IMPROVEMENTS, CIP #21113

RECOMMENDATION

1. That the City Council approve and award the signal equipment purchase to American Right-of-Way, Inc. in the amount of $105,534.35 as a part of the Mission Boulevard and Pyrite Street Improvement Project, CIP #21113.

BACKGROUND
At its regular meeting on July 6, 2023, the City Council approved the Fiscal Year 2023 - 2024 through Fiscal Year 2027-2028 Capital Improvement Program (“CIP”). The Mission Boulevard and Pyrite Street Improvement Project, CIP # 21113 was included in the previous five-year CIP and subsequently carried over to the most recently adopted CIP.

The project scope consists of street widening, median, traffic signal installation s, storm drain improvements at Mission Boulevard and Pyrite Street, including, but not limited to, new curb and gutter, sidewalks, ADA access ramps, driveways, new asphalt concrete pavement, landscaped raised median, signage, striping and pavement markings.

ANALYSIS
To decrease the overall timeframe for completing the Project and facilitate the opening of the new shopping center on Mission & Pyrite , staff divided the work into five separate contracts including : street improvements, landscaping improvements, streetlight and telecommunications conduit installation, traffi c signal equipment, and construction management services. The subject item is for the purchase of traffic signal equipment necessary to install two new signals providing access to the shopping center and modify the signal on Mission Blvd & Pyrite Street. The separate award for traffic signal equipment

RETURN TO AGENDA
Page | 2

allows the city to save time due to long equipment lead times and save money by eliminating contractor markups.

City staff solicited quotes from qualified signal equipment vendors and received a total of three bids. The following quotes were received:

Vendor Total Amount

1. American Right-of-Way, Inc. $105,534.35

2. AZCO Supply

3. Walters Wholesale Electric Co.
$152,495.00
$134,515.00

All quotes were reviewed and staff confirmed materials meet all of the specifications required. American Right-of-Way, Inc. is the lowest bidder with a bid in the amount of $105,534.35. Staff has checked references and received positive feedback.

FINANCIAL IMPACT
The anticipated project construction cost is $105,534.35. As the quotes are received directly through the vendor, there will be an increased cost savings compared to getting the quotes being requested through a general contractor. Per the approved CIP, t he project is funded the American Rescue Plan Act (ARPA) as part of the Mission Boulevard and Pyrite Street Improvement Project, CIP #21113.

ALTERNATIVES

1. Do not approve Agreement and related actions.

2. Provide alternative direction to Staff.
************************ SIGNATURES ON FOLLOWING PAGE *************************

Page | 1

STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS / CITY ENGINEER SUBJECT: AGENDA ITEM NO. 13.G

AWARD CONSTRUCTIO N AGREEMENT TO ALL AMERICAN

ASPHALT FOR MISSION BOULEVARD AND PYRITE STREET
IMPROVEMENTS, CIP #21113

RECOMMENDATION

1. That the City Council approve and award a construction agreement to All American Asphalt in the amount of $4,326,782.00 for the Mission Boulevard and Pyrite Street Improvement Project, for the work included in its bid proposal and authorize the City Manager to execute the Agreement in the form attached hereto; and

2. Authorize the City Manager to execute any subsequent related minor amendments to the Agreement with All American Asphalt, up to 10% as contingency to cover the cost of any unforeseen conditions; and

3. Re-appropriate $2,500,000 of American Rescue Plan Act (ARPA) funds from the City’s 2023-2024 Pavement Rehabilitation (ARPA) Project, CIP No. 23111, to the Project Account.

The project scope consists of street widening, median, traffic signal installatio ns, storm drain improvements at Mission Boulevard and Pyrite Street, including, but not limited to, new curb and gutter, sidewalks, ADA access ramps, driveways , new asphalt concrete pavement, landscaped raised median, signage, striping and pavement markings.

RETURN TO AGENDA
Page | 2

ANALYSIS
Formal bidding procedures were followed in accordance with the Public Contract Code.

Five (5) bids were received on August 28, 2023, and bids were opened soon after 2:00 p.m. with the following results:

Bidder Total Amount

1. All American Asphalt (Corona, CA) $4,326,782.00

2. Onyx Paving Company, Inc. (Anaheim, CA)

3. Hardy & Harper, Inc.(Lake Forest, CA)

4. R.J. Noble Company (Orange, CA)
$4,573,000.00
$4,650,000.00
$4,836,956.48

5. Hillcrest Contacting, Inc. (Corona, CA) $3,289,325.78* *Bid withdrawn due to clerical errors
All bids were reviewed for accuracy and completeness. All American Asphalt is the lowest responsive and responsible bidder with a bid in the amount of $4,326,782.00.

If this contract is awarded, Public Works/Engineering Department Staff will provide project administration and oversight . Project management and inspection services will be performed by an engineering consultant, which includes monitoring compliance with contract documents, including temporary construction traffic control, preparation of monthly progress payment reports, and various administrative activities related to the project. In addition to the subject construction agreement, staff will bring separate contracts for items not included in the scope of work for this contract for consideration at a future meeting. These contracts are for landscaping improvements, streetlight and telecommunications installation, traffic signal installation, and construction management services which a re needed to deliver the Project and fac ilitating the opening of the shopping center. Construction is estimated to begin October 2023 immediately after award with anticipated completion by July 2024.

The project was evaluated in accordance with the California Environmental Quality Act (CEQA) and is categorically exempt. This finding is based on Section 15303 which covers the construction of new small facilities (curb, gutter, and sidewalk).

FINANCIAL IMPACT
The anticipated project construction cost is $5,500,000.00, which includes the 10% contingency to cover the unforeseen field condition s and the abovementioned contracts for signal equipment, street lighting, landscaping, and construction management services. Per the approved CIP, t he project is funded by ARPA and approval of this Agreement will require the City to re -allocate an additional $ 2,500,000 of ARPA funds from the City’s 2023-2024 Pavement Rehabilitation (ARPA) Project, CIP No. 23111, to the Project account as construction costs are significantly higher than anticipated.

Page | 3

ALTERNATIVES

1. Do not approve Agreement and related actions.

2. Provide alternative direction to Staff.

************************ SIGNATURES ON FOLLOWING PAGE *************************

Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

1 AGREEMENT

PROJECT NO. 21113

Mission Boulevard and Pyrite Street Improvements

THIS Agreement, made and entered into the 21st day of September 2023, by and between the City of Jurupa Valley, a municipal corporation, hereinafter called the "City" and All American Asphalt, Inc. hereinafter called the "Contractor."

That the City and the Contractor for the consideration hereinafter named, agree as follows:

1. Scope of Services. Contractor shall perform the work and provide all labor, materials, equipment and services, except as otherwise provided in the Plans or Special Provisions, in a good and workmanlike manner for the project identified as Mission Boulevard and Pyrite Street Improvements (“Project”), in accordance with this Agreement. The complete Agreement includes all of the Documents as if set forth in full herein, to wit, including the Agreement, any and all Contract Change Orders issued after the execution of the Agreement, Addenda No(s). 1 and 2 issued prior to the opening of the Bids, the Special Provisions (which includes the General Provisions and Technical Provisions), the Project Plans, the Standard Plans, the Standard Specification, reference Specifications, the Bidder's Proposal, the Notice Inviting Bids, the Non-Collusion Affidavit, the Faithful Performance Bond, the Labor and Materials Payment Bond and insurance (the “Documents”), all of which are essential parts of the Agreement between City and Contractor and are hereby made a part of this Agreement. In the event of any conflict in the provisions thereof, the terms of said Documents as set forth above shall control, each over the other, in the order provided.

2. Compensation. The City will pay the Contractor and the Contractor agrees to receive and accept the prices set forth in the Bid Schedule as full compensation for the work required under the bid items awarded by the City, to wit, the Base Bid Item(s) in the sum total amount of Four Million Three Hundred Twenty-six Thousand Seven Hundred Eighty-two dollars ($4,326,782.00), subject to additions or reductions of the quantities of the various bid items at the unit prices bid, for furnishing all materials and for doing all the work contemplated and embraced under the Documents.

3. Payments. City shall make payments within thirty (30) days after receipt of an undisputed and properly submitted payment request from Contractor. City shall return to Contractor any payment request determined not to be a proper payment request as soon as practicable, but not later than seven (7) days after receipt, and shall explain in writing the reasons why the payment request is not proper.

A payment shall be made as the City Council of the City prescribes upon estimates approved by the City Council. However, progress payments shall not be made in excess of ninety-five percent (95%) of the percentage of actual work completed plus a like percentage of the value of material delivere d on the ground or stored subject to, or under the control of, the City, and unused. The City Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

2 shall withhold not less than five percent (5%) of the Agreement price until final completion and acceptance of the Project. However, at any time after fifty percent (50%) of the work has been completed, if the City Council of the City finds that satisfactory progress is being made, it may, at its discretion, make any of the remaining progress payments in full for actual work completed.

4. Time. The Contractor hereby agrees to commence work pursuant to this Agreement within fourteen (14) calendar days after the date of authorization specified in the Notice to Proceed. The Contractor agrees to diligently prosecute the work, including corrective items of work, day to day thereafter, to completion, within One Hundred Twenty ( 120) working days after said date in the “Notice to Proceed with Construction,” except as adjusted by subsequent Contract Change Order(s).

5. Liquidated Damages. The City and Contractor hereby agree that in case all construction called for under the Agreement is not completed within the time hereinabove specified, including City caused delays or extensions, damages will be sustained by the City and that, it is and will be impracticable or extremely difficult to ascertain and determine the actual amount of damages the City will sustain in the event of, and by reason of, such delay.

It is, therefore, agreed that such damages shall be presumed to be in the amount of $1,000.00 per calendar day, and that the Contractor will pay to the City, or City may retain from amounts otherwise payable to Contractor, said amount for each calendar day by which the Contractor fails to complete the work, including corrective items of work, under this Agreement within the time hereinabove specified and as adjusted by Contract Change Order(s). The Contractor will not be assessed liquidated damages for delay(s) occasioned by the failure of the City or of the owner of a utility to provide for the removal or relocation of utility facilities.

6. Insurance. The Contractor shall at all times during the term of this Agreement carry, maintain, and keep in full force and effect: (1) a policy or policies of broad- form comprehensive general liability insurance with minimum limits of $2,000,000.00 combined single limit coverage against any injury, death, loss, or damage as a result of wrongful or negligent acts by the Contractor, its officers, representatives, volunteers, employees, agents, and independent contractors in performance of services
under this Agreement; (2) property damage insurance with a minimum limit of $1,000,000.00; (3) automotive liability insurance with a minimum combined single limits coverage of $1,000,000.00; and (4) workers’ compensation insurance with a minimum limit of $1,000,000.00 or the amount required by law, whichever is greater.

Acceptable insurance coverage shall be from an admitted corporate surety insurer licensed in the State of California, approved by the City, and with a rating of, or equivalent to, A:VII by A.M. Best & Company. Any deviation from this rule shall require specific approval, in writing, from the City.

All insurance policies shall provide that the insurance coverage shall not be non-renewed, canceled, reduced, or otherwise modified (except through addition of additional insured to the policy) by the insurance carrier without the insurance carrier giving the City thirty (30) days prior written notice thereof by certified mail, return receipt requested. The Contractor agrees that it will not cancel, reduce or otherwise modify said insurance coverage.

The Contractor agrees that if it does not keep the aforesaid insurance in full force and effect, and such insurance is available at a reasonable cost, the City may take out the necessary insurance and pay the premium thereon, and the repayment thereof shall be deemed an obligation of the Contractor and the cost of such insurance may be deducted, at the option of the City, from payments due the Contractor.

Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

3 The Contractor shall submit to the City (1) insurance certificates indicating compliance with the minimum workers’ compensation insurance requirements above, and (2) insurance policy endorsements not less than one (1) day prior to beginning of performance under this Agreement.

Any deductibles must be declared to and approved by the City.

The general liability and automobile liability policies must contain or be endorsed to contain the following provisions: “The City of Jurupa Valley, its elected and appointed officials, officers, agents, employees, and volunteers are to be covered as insureds with respect to liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the contractor; and with respect to liability arising out of work or operations performed on behalf of the City of Jurupa Valley, including materials, parts or equipment furnished in connection with the work or operations.”

The insurance provided by Contractor shall be primary to any coverage available to the City.

The Contractor shall furnish the City with original certificates and amendatory endorsements effecting coverage required herein. All certificates and endorsements are to be received and approved by the City before work commences. The City may require, at any time, complete, certified copies of all required insurance policies, including endorsements affecting the coverage.

7. Bonds. The Contractor hereby agrees to provide and maintain in effect two (2) good and sufficient Surety Bonds for one hundred percent (100%) each of the contract price. The bonds shall be a "Faithful Performance Bond" which shall guarantee the faithful performance of all work and a "Labor and Materials Payment Bond" which shall secure the payment of the claims of labor, mechanics, or materialmen for all work under the Agreement pursuant to Section 9550 of the Civil Code.

8. Contractor’s Guarantee. The Contractor, the Contractor’s heirs, executors, administrators, successors, or assigns guarantee that all work performed under this Agreement fully meets the requirements thereof as to quality of workmanship and materials furnished. If any defects in materials or workmanship become evident within a period of one year from the date of the acceptance of the work by the City Council, the Contractor shall, at his or her own expense, make any repair(s) or replacement(s) necessary to restore the work to full compliance with the Plans and Specifications.

9. Labor Standards and Prevailing Wages. Contractor agrees to comply with the Davis-Bacon Act (40 U.S.C. §§ 3141-3144 and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5) as set forth below.

Contractor shall be bound to the provisions of the Davis -Bacon Act, and agrees to be bound by all the provisions of Labor Code section 1771 regarding prevailing wages as required by Section 9 of this Agreement. All labor on this project shall be paid neither less than the greater of the minimum wage rates established by the U.S. Secretary of Labor (Federal Wage Rates), or by the State of California Director of Department of Industrial Relations (State Wage Rates). Current DIR requirements may be found at http://www.dir.ca.gov/lcp.asp. Additionally, wages are required to be paid not less than once a week.

The general prevailing wage rates may be accessed at the Department of Labor Home Page at www.wdol.gov.

The Federal minimum wage rates for this project are predetermined by the United States Secretary of Labor. If there is a difference between the minimum wage rates predetermined by the Secretary of Labor and the general prevailing wage rates determined by the Director of the California DIR for Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

4 similar classifications of labor, Contractor and subcontractors shall pay not less than the higher wage rate. The City will not accept lower State wage rates not specifically included in the Federal minimum wage determinations. This includes “helper” (or other classifications based on hours of experience) or any other classification not appearing in the Federal wage determinations. Where Federal wage determinations do not contain the State wage rate determination otherwise available for use by Contractor and subcontractors, Contractor and subcontractors shall pay not less than the Federal minimum wage rate which most closely approximates the duties of the employees in question.

10. Third Party Claims. City shall have full authority to compromise or otherwise settle any claim relating to the Agreement at any time. City shall timely notify Cont ractor of the receipt of any third- party claim relating to the Agreement. City shall be entitled to recover its reasonable costs incurred in providing this notice.

11. Antitrust Claims. Contractor offers and agrees to assign to the City all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec. 15) or under the Cartwright Act (Chapter 2 (commencing with Section 16700) of Part 2 of Division 7 of the California Business and Professions Code) arising from purchases of goods, services, or materials pursuant to the Agreement. This assignment shall be made and become effective at the time the City tenders final payment to Contractor without further acknowledgment by the parties.

12. Claim Dispute Resolution. In the event of any dispute or controversy with the City over any matter whatsoever, the Contractor shall not cause any delay or cessation in or of work, but shall proceed with the performance of the work in dispute. The Contractor shall retain any and all rights provided that pertain to the resolution of disputes and protests between the parties. The disputed work will be categorized as an “unresolved dispute” and payment, if any, shall be as later determined by mutual agreement or a court of law. The Contractor shall keep accurate, detailed records of all disputed work, claims and other disputed matters

All claims arising out of or related to the Agreement or this Project, and the consideration and payment of such claims, are subject to the Government Claims Act (Government Code Section 810 et seq.) with regard to filing claims. All such claims are also subject to Public Contract Code Section 9204 and Public Contract Code Section 20104 et seq. (Article 1.5), where applicable. This Contract hereby incorporates those provisions as though fully set forth herein. Thus, the Contractor or any Subcontractor must file a claim in accordance with the Government Claims Act as a prerequisite to filing a construction claim in compliance with Section 9204 and Article 1.5 (if applicable), and must then adhere to Article 1.5 and Section 9204, as applicable, pursuant to the definition of “claim” as individually defined therein.

13. Debarred, Suspended or Ineligible Contractors . Contractor shall not be debarred thr oughout the duration of this Agreement. Contractor shall not perform work with debarred subcontractor pursuant to California Labor Code Section 1777.1 or 1777.7.

No contract shall be made to parties listed on the General Services Administration's List of Parties Excluded from Federal Procurement or Nonprocurement Programs in accordance with Executive Orders 12549 and 12689, “Debarment and Suspension,” as set forth at 24 CFR part 24. This list contains the names of parties debarred, suspended, or otherwise excluded by agencies, and contractors declared ineligible under statutory or regulatory authority other than Executive Order 12549. Contractors with awards that exceed the small purchase threshold shall provide the required certification regarding its exclusion status and that of its principal employees.

14. Conflicts of Interest. Contractor agrees not to accept any employment or representation during the term of this Agreement or within twelve (12) months after completion of the work under this Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

5 Agreement which is or may likely make Contractor “financially interested,” as provided in Government Code Section 1090 and 87100, in any decisions made by City on any matter in connection with which Contractor has been retained pursuant to this Agreement. Contractor shall comply with the Conflict of Interest provisions, as applicable, in accordance with 2 CFR Part 200.112 and 24 CFR Part 570.611 and other federal Conflict of Interest requirements.

15. Trenching and Excavations. If the project involves trenching more than four (4) feet deep, Contractor shall promptly, and before the following conditions are disturbed, notify the City in writing of any:
material that Contractor believes may be hazardous waste, as defined in California Health and Safety Code Section 25117, that is required to be removed to a Class I, Class II, or Class III disposal site in accordance with provisions of existing law; subsurface or latent physical conditions at the site differing from those indicated; or unknown physical conditions at the site of any unusual nature, different materially from those ordinarily encountered and generally recognized as inherent in work of the character provided for in the Agreement. The City shall promptly investigate the conditions, and if the City finds that the conditions do materially differ or do involve hazardous waste and cause a decrease or increase in Contractor’s cost of or the time required for performance of any part of the work, the City shall issue a change order.

16. Utilities. The City acknowledges its responsibilities under Government Code section 4215 and incorporates that section herein by this reference.

17. Location of Existing Elements . The methods used and costs involved to locate existing elements, points of connection and all construction methods are Contractor’s sole responsibility. Accuracy of information furnished, as to existing conditions, is not guaranteed by the City. Contractor, at its sole expense, must make all investigations necessary to determine locations of existing elements, which may include, without limitation, contacting U.S.A. Alert and other private underground locating firm(s), utilizing specialized locating equipment and/or hand trenching.

18. Wage and Hour Laws. The Contractor shall, as a penalty, forfeit twenty-five dollars ($25) for each worker employed in the execution of the Agreement for each calendar day during which the worker is required or permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar week in violation of the provisions of California Labor Code Section 1813. As provided for in California Labor Code Section 1810, a legal day’s work is 8 hours of labor in any one calendar day.

19. Audits and Records. The Contractor shall maintain and keep books and records on a current basis, recording all transactions pertaining to this Agreement in a form in accordance with generally acceptable accounting principles. The City or its representative shall have the option of inspecting and/or auditing all records and other written materials used by Contractor in preparing its billings to the City as a condition precedent to any payment to Contractor. Contractor will promptly furnish documents requested by the City. Additionally, Contractor shall be subject to State Auditor examination and audit at the request of the City or as part of any audit of the City, for a period of four (4) years after final payment under this Agreement.

Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

6 20. Special Federal Requirements.

Funding for this Agreement is allocated through American Rescue Plan Act (ARPA); (Title VI of the Social Security Act Section 602 et seq.). The City will administer and distribute the funds for this Agreement in accordance with ARPA. Contractor acknowledges and agrees that this Agreement is subject to the federal requirements pertaining to ARPA funding, including, but not limited to, Uniform Administrative Requirements, Cost Principles, Federal Provisions and Audit Requirements for Federal Awards, 2 Code of Federal Regulations Part 200 et seq and the federal provisions set forth in Exhibit “A,” attached hereto and incorporated herein as though set forth in full.”

21. Entire Agreement. This Agreement, including any other documents incorporated herein by specific reference, represents the entire and integrated agreement between City and Contractor. This Agreement supersedes all prior oral or written negotiations, representations or agreements. This Agreement may not be modified or amended, nor any provision or breach waived, except in a writing signed by both parties which expressly refers to this Agreement.

22. Termination. This Agreement may be canceled by the City at any time with or without cause without penalty upon thirty (30) days' written notice. In the event of termination without fault of Contractor, City shall pay Contractor for all services satisfactorily rendered prior to date of termination, and such payment shall be in full satisfaction of all services rendered hereunder.

23. Substitution of Securities. Pursuant to California Public Contract Code Section 22300, the Contractor will be permitted the substitution of securities for any monies withheld by the City of Jurupa Valley to ensure performance under this Agreement. At the request and expense of the Contractor, securities equivalent to the amount withheld shall be deposited with the City of Jurupa Valley, or with a state or federally chartered bank as the escrow agent, who shall pay such monies to the Contractor. Securities eligible for substitution under this section shall include those listed in Section 16430 of the Government Code, bank or savings and loan certificates of deposit, interest- bearing demand deposit accounts, and standby letters of credit. The Contractor shall be the beneficial owner of any securities substituted for monies withheld and shall receive any dividends or interest thereon. The Contractor shall give the City written notice within thirty (30) days after this Agreement is awarded that it desires to substitute securities for money that would ordinarily be withheld. If the substituted securities are deposited into an escrow, the escrow shall be governed by a written escrow agreement in a form which is substantially similar to the agreement set forth in Section 22300, of the Public Contract Code.

24. Indemnification. To the fullest extent permitted by law, Contractor hereby agrees, at its sole cost and expense, to defend, protect, indemnify, and hold harmless the City of Jurupa Valley, and their officials, officers, attorneys, agents, employees, volunteers, successors, and assigns (collectively “Indemnitees”) from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, expenses, judgments, penalties, liens, and losses of any nature whatsoever, including fees of accountants, attorneys, or other professionals and all costs associated therewith (collectively “Liabilities”), arising or claimed to arise, directly or indirectly, out of, in connection with, resulting from, incidental to, or related to any act, failure to act, error, or omission of Contractor or any of its officers, agents, servants, employees, subcontractors, materialmen, suppliers or their officers, agents, servants or employees, arising or claimed to arise, directly or indirectly, out of, in connection with, resulting from, or related to this Agreement or the performance or failure to perform any term, provision, covenant, or condition of this Agreement, including this indemnity provision. This indemnity provision is effective regardless of any prior, concurrent, or subsequent active or passive negligence by Indemnitees and shall operate to fully indemnify Indemnitees against any such negligence. This indemnity provision shall survive the termination of the Agreement and is Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

7 in addition to any other rights or remedies which Indemnitees may have under the law. Payment is not required as a condition precedent to an Indemnitee's right to recover under this indemnity provision, and an entry of judgment against an Indemnitee shall be conclusive in favor of the Indemnitee's right to recover under this indemnity provision. Contractor shall pay Indemnitees for any attorney’s fees and costs incurred in enforcing this indemnification provision. Notwithstanding the foregoing, nothing in this instrument shall be construed to encompass (a) Indemnitees' sole negligence or willful misconduct to the limited extent that the underlying Agreement is subject to Civil Code 2782(a) or (b) the con tracting public agency's active negligence to the limited extent that the underlying Agreement is subject to Civil Code 2782(b). This indemnity is effective without reference to the existence or applicability of any insurance coverages which may have been required under the Agreement or any additional insured endorsements which may extend to Indemnitees. The Contractor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Contractor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees.

25. Assignment. The parties do for themselves, their heirs, executors, administrators, successors and assigns agree to the full performance of all of the provisions herein contained. The Contractor may not, either voluntarily or by action of law, assign any obligation assumed by the Contractor hereunder without prior written consent of the City.

26. Attorney’s Fees. If any legal action or other proceeding, including action for declaratory relief, is brought for the enforcement of this Agreement or because of an alleged dispute, breach, default or misrepresentation in connection with this Agreement, the prevailing party shall be entitled to recover reasonable attorneys’ fees, experts’ fees, and other costs, in addition to any other relief to which the party may be entitled.

27. Worker’s Compensation Insurance. By my signature hereunder, as Contractor, I certify that I am aware of the Provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for Workers' Compensation or to undertake self-insurance in accordance with the Provisions of that code, and I will comply with such Provisions before commencing the performance of the work of this Agreement.

28. Effective Date. The effective date of this Agreement shall be the date of the Award of Contract by the City of Jurupa Valley.

29. Contractor’s License . Contractors are required by law to be licensed and regulated by the Contractors' State License Board. Any questions concerning a Contractor may be referred to the Registrar, Contractors’ State License Board, 3132 Bradshaw Road, Sacramento, CA 95826. Mailing address: P.O. Box 26000, Sacramento, CA 95826.

Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

8 ********** (SIGNATURE PAGE FOLLOWS) **********
Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

9 CITY OF JURUPA VALLEY,

Municipal Corporation (Name of Contractor)
License No./
BY: Classification:

Rod Butler, City Manager, City of Jurupa Valley
Expiration Date:

Date: Federal I.D. No.:

PRINT NAME:

SIGNATURE:

TITLE:

DATE:

Date

PRINT NAME:

SIGNATURE:

TITLE:

DATE:

Date

SIGNING INSTRUCTION TO THE CONTRACTOR:

All signatures on the Agreement on behalf of the Contractor must be acknowledged before a notary public.

General Partners must sign on behalf of the partnership.

NOTE: In the event that the contracting firm is a corporation, two (2) corporate officers having authority from the corporation MUST sign (two (2) signatures total). If the corporation has a corporate resolution stating that one person is authorized to sign on behalf of all officers, attach corporate resolution immediately following the notary certificates. Corporate Seal may be affixed hereto.

INTERNAL USE ONLY

ATTEST:

Victoria Wasko, C.M.C., City Clerk

APPROVED AS TO LEGAL FORM:

Peter Thorson, City Attorney

Date
RECOMMENDED FOR APPROVAL:

Paul Toor, P.E., Director of Public Work / City
Engineer
(if contract exceeds $5,000)

FAITHFUL PERFORMANCE BOND
Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

BOND NO.

PREMIUM $

FAITHFUL PERFORMANCE BOND
(100% of Total Contract Amount)
PROJECT NO. 21113
Mission Boulevard and Pyrite Street Improvement

KNOW ALL MEN AND WOMEN BY THESE PRESENTS:

THAT WHEREAS, the City Council of the City of Jurupa Valley, State of California, known as "City," has awarded to All American A sphalt, Inc., as Principal hereinafter designated as "Contractor" and have entered into an Agreement whereby the Contractor agrees to construct or install and complete certain designated public improvements, which said Agreement, effective on the date signed by the City Manager/Mayor, and identified as Project No. 21113, is hereby referred to and made a part hereof; and WHEREAS, said Contractor under the terms of said Agreement is required to furnish a bond guaranteeing the faithful performance of said Agreement; NOW THEREFORE, we the undersigned Contractor and ,
as Surety, are held and firmly bound unto the City of Jurupa Valley, County of Riverside in the penal sum of Four Million Three Hundred Twenty-six Thousand Seven Hundred Eighty-two dollars ($4,326,782.00) lawful money of the United States, to be paid to the said City or its certain attorney, its successors and assigns; for which payment, well and truly to be made, we bind ourselves, our heirs, executors and administrators, successors and assigns, jointly and severally, firmly by these presents.

THE CONDITION OF THIS OBLIGATION IS SUCH, that if the above bound Contractor, his or her or its heirs, executors, administrators, successors or assigns, shall in all things stand to and abide by, and well and truly keep and perform the covenants, conditions and provisions in said Agreement and any alterations thereof made as therein provided, on his or her or their part, to be kept and performed at the time and in the manner therein specified, and in all respects according to their true intent and meaning, and shall indemnify and save harmless the City of Jurupa Valley, its officers, agents and employees, as therein stipulated, then this obligation shall become null and void; otherwise it shall be and remain in full force and effect. In the event suit is brought upon this bond by the City and judgment is recovered, the Surety shall pay all costs incurred by the City in such suit, including a reasonable attorney fee to be fixed by the court.

The Surety hereby stipulates and agrees that no change, extension of time, alteration, or addition to the terms of the Agreement or to the work to be performed thereunder, or the Provisions accompanying the same shall in any way affect its obligations on this bond, and it does hereby waive notice of any such change, extension of time, alteration or addition to the terms of the Agreement or to the work or the Provisions.

********** (SIGNATURE PAGE FOLLOWS) **********

FAITHFUL PERFORMANCE BOND
Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

BOND NO.

IN WITNESS WHEREOF, we have hereunto set our hands, and seals on this day

of 2023.

CONTRACTOR SURETY

Contractor
Name: Name:

Address: Address:

Telephone No.: Telephone No.:

Print Name: Print Name:

Attorney-in-Fact

Signature: Signature:

Approved as to Form this

day of 2023

Peter Thorson
City Attorney
City of Jurupa Valley

NOTE: This bond must be executed by both parties. Corporate seal may be affixed hereto. All signatures must be acknowledged before a notary public (attach acknowledgments). The attorney-in- fact for the corporate surety must be registered, as such, in at least one county in the State of California. (Attach one original Power of Attorney sheet for each bond).

LABOR AND MATERIALS PAYMENT BOND
Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

BOND NO.

PREMIUM $

LABOR AND MATERIALS PAYMENT BOND
(100% of Total Contract Amount)
PROJECT NO. 21113
Mission Boulevard and Pyrite Street Improvements

KNOW ALL MEN AND WOMEN BY THESE PRESENTS
THAT WHEREAS, the City Council of the City of Jurupa Valley, State of California, known as "City", has awarded to All American A sphalt, Inc., as Principal hereinafter designated as "Contractor" and have entered into an Agreement whereby the Contractor agrees to construct or install and complete certain designated public improvements, which said Agreement, effective on the date signed by the City Manager/Mayor, and identified as Project No. 21113, is hereby referred to and made a part hereof; and WHEREAS, said Contractor under the terms of said Agreement is required to furnish a bond to secure the payment of claims of laborers, mechanics, materialmen, and other persons, as provided by law; NOW, THEREFORE, we the undersigned Contractor and ,
as Surety are held and firmly bound unto the City of Jurupa Valley, County of Riverside, in the penal sum of Four Million Three Hundred Twenty-six Thousand Seven Hundred Eighty-two dollars ($4,326,782.00), lawful money of the United States, for which payment, well and truly to be made, we bind ourselves, our heirs, executors and administrators, successors and assigns, jointly and severally, firmly by these presents.

THE CONDITION OF THIS OBLIGATION IS SUCH, that if said Contractor, his or her or its heirs, executors, administrator, successors or assigns, or subcontractors, shall fail to pay any of the persons described in the State of California Civil Code, Section 9100, or amounts due under the Unemployment Insurance Code with respect to work or labor performed by any such claimant, or any amounts required to be deducted, withheld, and paid over to the Franchise Tax Board from the wages of employees of the Contractor and his or her subcontractors, pursuant to Section 13020, of the Unemployment Insurance Code, with respect to such work and labor, that the Surety or Sureties herein will pay for the same in an amount not exceeding the sum specified in this bond, otherwise the above obligation shall be void. In the event suit is brought upon this bond by the City or other person entitled to bring such an action and judgment is recovered, the Surety shall pay all costs incurred by the City in such suit, including a reasonable attorney fee to be fixed by the court.

LABOR AND MATERIALS PAYMENT BOND
Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

This bond shall inure to the benefit of any of the persons described in the State of California Civil Code Section 9100, to give a right of action to such persons or their assigns in any suit brought upon this bond. ********** (SIGNATURE PAGE FOLLOWS) **********

LABOR AND MATERIALS PAYMENT BOND
Project No. 21113 Mission Boulevard and Pyrite Street Improvement Jurupa Valley, CA

BOND NO.

IN WITNESS WHEREOF, we have hereunto set our hands, and seals on this day

of 2023.

BIDDER SURETY

Contractor
Name: Name:

Address: Address:

Telephone No.: Telephone No.:

Print Name: Print Name:

Attorney-in-Fact

Signature: Signature:

Approved as to Form this

day of 2023

Peter Thorson
City Attorney
City of Jurupa Valley

ARPA REQUIREMENTS

EXHIBIT “A”

FEDERAL AMERICAN RESCUE PLAN ACT (“ARPA”) REQUIREMENTS

Funding for this Agreement is allocated through American Rescue Plan Act (ARPA ); (Title VI of the Social Security Act Section 602 et seq.). The CITY will administer and distribute the funds for this Agreement in accordance with ARPA. ARPA requires that payments from the Coronavirus Fiscal Recovery Fund be used to respond to the public health emergency or its negative economic impacts, to respond to workers performing essential work during the COVID -19 public health emergency by providing premium pay, provi de government services to the extent the reduction of revenue due to COVID -19 public health emergency, and to make necessary investments in water, sewer or broadband infrastructure. It is effective beginning May 17, 2021 and ends on December 31, 2026.

Contractor acknowledges and agrees that this Agreement is subject to the federal requirements, including, but not limited to, Uniform Administrative Requirements, Cost Principles, Federal Provisions and Audit Requirements for Federal Awards, 2 Code of Federal Regulations Part 200 et seq and the federal provisions provided below:

1. NON-DISCRIMINATION. Contractor shall not be discriminate in the provision of services, allocation of benefits, accommodation in facilities, or employment of personnel on the basis of ethnic group identification, race, religious creed, color, national origin, ancestry, physical handicap, medical condition, marital status or sex in the performance of this Agreement; and, to the extent they shall be found to be applicable hereto, shall comply with the provisions of the California Fair Employment and Housing Act (Gov. Code 12900 et. seq), the Federal Civil Rights Act of 1964 (P.L. 88-352), the Americans with Disabilities Act of 1990 (42 U.S.C. S1210 et seq.) and all other applicable laws or regulations.

2. EQUAL EMPLOYMENT OPPORTUNITY/ FAIR EMPLOYMENT PRACTICES/ FEDERAL PROVISIONS. During the performance of this Agreement, Contractor shall not deny benefits to any person on the basis of religion, color, ethnic group identification, sex, age, physical or mental disability, nor shall they discriminate unlawfully against any employee or applicant for employment because of race, religion, color, national origin, ancestry, physical handicap, mental disability, medical condition, marital status, age, or sex. Contractor shall ensure that the evaluation and treatment of employees and applicants for employment are free of such discrimination.

A. Contractor shall comply with the provisions of the Fair Employment and Housing Act (Government Code, Section 12900 et seq.), the regulations promulgated thereunder (California Code of Regulations, Title 2, Section 11000 et seq.), the provisions of Executive Order 11246 of Sept. 23, 1965 and of the rules, regulations, and relevant orders of the Secretary of Labor, the provisions of Article 9.5, Chapter 1, Part 1, Division 3, Title 2 of the Government Code (Government Code, Sections 11135-11139.8), and of the rules, regulations or standards adopted by the City to implement such article.

B. Contractor shall comply with the provisions of the Copeland “Anti -Kickback” Act, 18 U.S.C. § 874, 40 U.S.C. § 3145, and the requirements of 29 C.F.R. pt. 3 as may be applicable, which are incorporated by reference into this Agreement.

ARPA REQUIREMENTS

3. CLEAN AIR ACT. Contractor agrees to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act, as amended, 42 U.S.C. Section 7401 et seq.

A. Contractor agrees to report each violation to the City and understands and agrees that the City will, in turn, report each violation as required to assure notification to the California Governor's Office of Emergency Services, Federal Emergency Management Agency (FEMA), and the appropriate Environmental Protection Agency Regional Office.

B. Contractor agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FEMA.

4. FEDERAL WATER POLLUTION CONTROL ACT . Contractor agrees to comply with all applicable standards, orders, or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C. Sections 1251 et seq.

A. Contractor agrees to report each violation to the City and understands and agrees that the City will, in turn, report each violation as required to assure notification to the Federal Emergency Management Agency (FEMA), and the appropriate Environmental Protection Agency Regional Office.

B. Contractor agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FEMA.

5. DEBARMENT AND SUSPENSION CLAUSE. This Agreement is a covered transaction for purposes of 2 C.F.R. pt. 180 and 2 C.F.R. pt. 3000. As such Contractor is required to verify that none of Contractor, its principals (defined at 2 C.F.R. § 180.995), or its affiliates (defined at 2 C.F.R. § 180.905) are excluded (defined at 2 C.F.R. § 180.940) or disqualified (defined at 2 C.F.R. § 180.935).

A. Contractor must comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C and must include a requirement to comply with these regulations in any lower tier covered transaction it enters into.

B. This certification is a material representation of fact relied upon by the City. If it is later determined that Contractor did not comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, in addition to remedies available to the City , the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment.

6. BYRD ANTI- LOBBYING AMENDMENT, 31 U.S.C. § 1352 (AS AMENDED)

Contractors shall file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Each tier shall also disclose any lobbying with non -Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the City.

APPENDIX A, 44 C.F.R. PART 18- CERTIFICATION REGARDING LOBBYING

ARPA REQUIREMENTS

The undersigned, Contractor, certifies, to the best of its knowledge, that:

A. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.

B. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions.

C. The undersigned shall require that the language of this certification be included in all subcontracts and that all subcontractors shall certify and disclose accordingly.

This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31, U.S.C. § 1352 (as amended by the Lobbying Disclosure Act of 1995). Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

Contractor certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, Contractor understands and agrees that the provisions of 31 U.S.C. § 3801 et seq., apply to this certification and disclosure, if any.

CONTRACTOR

By
Date

7. PROCUREMENT OF RECOVERED MATERIALS

In the performance of this Agreement, Contractor shall make maximum use of products containing recovered materials that are EPA-designated items unless the product cannot be acquired:

A. Competitively within a timeframe providing for compliance with the contract performance schedule;

B. Meeting contract performance requirements; or

C. At a reasonable price.

ARPA REQUIREMENTS

Information about this requirement, along with the list of EPA -designated items, is available at EPA’s Comprehensive Procurement Guidelines web site,
https://www.epa.gov/smm/comprehensive- procurement-guideline-cpg-program

Contractor also agrees to comply with all other applicable requirements of Section 6002 of the Solid Waste Disposal Act.

8. ACCESS TO RECORDS

The following access to records requirements apply to this Agreement:

A. Contractor agrees to provide the City, the FEMA Administrator, the Comptroller General of the United States, or any of their authorized representatives access to any books, documents, papers, and records of Contractor which are directly pertinent to this Agreement for the purposes of making audits, examinations, excerpts, and transcriptions.

B. Contractor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed.

C. Contractor agrees to provide the FEMA Administrator or his or her authorized representatives access to construction or other work sites pertaining to the work being completed under the contract.

D. In compliance with the Disaster Recovery Act of 2018, the City and Contractor acknowledge and agree that no language in this contract is intended to prohibit audits or internal reviews by the FEMA Administrator or the Comptroller General of the United States.

9. DEPARTMENT OF HOMELAND SECURITY SEAL, LOGO, FLAGS

Contractor shall not use the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval.

10. COMPLIANCE WITH FEDERAL LAW, REGULATIONS, AND EXECUTIVE ORDERS

This is an acknowledgement that FEMA financial assistance will be used to fund all or a portion of the contract. Contractor will comply with all applicable Federal law, regulations, executive orders, FEMA policies, procedures, and directives.

11. NO OBLIGATION BY FEDERAL GOVERNMENT

The Federal Government is not a party to this Agreement and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract.

12. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS

Contractor acknowledges that 31 U.S.C. Chapter 38 (Administrative Remedies for False Claims and Statements) applies to Contractor’s actions pertaining to this Agreement.

ARPA REQUIREMENTS

13. FEDERAL PREVAILING WAGE DAVIS-BACON ACT COMPLIANCE. Contractor agrees to comply with the Davis-Bacon Act (40 U.S.C. §§ 3141-3144 and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5) as set forth below.

A. Contractor shall be bound to the provisions of the Davis-Bacon Act, and agrees to be bound by all the provisions of Labor Code section 1771 regarding prevailing wages as required by Section 9 of this Agreement. All labor on this project shall be paid neither less than the greater of the minimum wage rates established by the U.S. Secretary of Labor (Federal Wage Rates), or by the State of California Director of Department of Industrial Relations (State Wage Rates). Current DIR requirements may be found at http://www.dir.ca.gov/lcp.asp. Additionally, wages are required to be paid not less than once a week.

B. The general prevailing wage rates may be accessed at the Department of Labor Home Page at www.wdol.gov.

C. The Federal minimum wage rates for this project are predetermined by the United States Secretary of Labor. If there is a difference between the minimum wage rates predetermined by the Secretary of Labor and the general prevailing wage rates determined by the Director of the California DIR for similar classifications of labor, Contractor and subcontractors shall pay not less than the higher wage rate. The City will not accept lower State wage rates not specifically included in the Federal minimum wage determinations. This includes “helper” (or other classifications based on hours of experience) or any other classification not appearing in the Federal wage determinations. Where Federal wage determinations do not contain the State wage rate determination otherwise available for use by Contractor and subcontractors, Contractor and subcontractors shall pay not less than the Federal minimum wage rate which most closely approximates the duties of the employees in question.

14. CONTRACT WORK HOURS AND SAFETY STANDARDS (applicable to all contracts in excess of $100,000 that involve the employment of mechanics or laborers, but not to purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence):

A. Compliance: Contractor agrees that it shall comply with Sections 3702 and 3704 of the Contract Work Hours and Safety Standards Act (40 U.S.C. §§ 3701–3708) as supplemented by Department of Labor regulations (29 CFR Part 5), which are incorporated herein.

B. Overtime: No contractor or subcontractor contracting for any part of the work under this Agreement which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of forty hours in such workweek unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of forty hours in such workweek.

C. Violation; liability for unpaid wages; liquidated damages: In the event of any violation of the provisions of paragraph B of this section, Contractor and any subcontractor responsible therefore shall be liable for the unpaid wages. In addition, such Contractor and subcontractor shall be liable to the United States for liquidated damages. Such liquidated damages shall be computed with respect to each individual laborer or mechanic employed in violation of the provisions of paragraph B, in the sum of $10 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of forty hours without payment of the overtime wages required by paragraph B.

ARPA REQUIREMENTS

D. Withholding for unpaid wages and liquidated damages: Contractor shall upon its own action or upon written request of an authorized representative of the Department of Labor withhold or cause to be withheld, from any moneys payable on account of work performed by the contractor or subcontractor under any such contract or any other Federal contract with the same prime contractor, or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same prime contractor, such sums as may be determined to be necessary to satisfy any liabilities of such contractor or subcontractor for unpaid wages and liquidated damages as provided in the clause set for in paragraph C of this section.

E. Subcontracts: The contractor or subcontractor shall insert in any subcontracts the clauses set forth in paragraphs A through D of this section and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with the clauses set forth in paragraphs A through D of this section.

15. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT— Contracts or agreements for the performance of experimental, developmental, or research work shall provide for the rights of the Federal Government and the recipient in any resulting invention in accordance with 37 CFR part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by HUD.

16. RIGHTS TO DATA AND COPYRIGHTS – Contractors and consultants agree to comply with all applicable provisions pertaining to the use of data and copyrights pursuant to 48 CFR Part

27.4, Federal Acquisition Regulations (FAR).

17. PROHIBITION ON CONTRACTING FOR COVERED TELECOMMUNICATIONS

EQUIPMENT OR SERVICES

A. Definitions. As used in this clause, the terms backhaul; covered foreign country; covered telecommunications equipment or services; interconnection arrangements; roaming; substantial or essential component; and telecommunications equipment or services have the meaning as defined in FEMA Policy, #405-143-1 Prohibitions on Expending FEMA Award Funds for Covered Telecommunications Equipment or Services As used in this clause—

B. Prohibitions.

(1) Section 889(b) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019, Pub. L. No. 115-232, and 2 C.F.R. § 200.216 prohibit the head of an executive agency on or after August 13, 2020, from obligating or expending grant, cooperative agreement, loan, or loan guarantee funds on certain telecommunications products or from certain entities for national security reasons.

(2) Unless an exception in paragraph (c) of this clause applies, the contractor and its subcontractors may not use grant, cooperative agreement, loan, or loan guarantee funds from the Federal Emergency Management Agency to:

(i) Procure or obtain any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology of any system;

ARPA REQUIREMENTS

(ii) Enter into, extend, or renew a contract to procure or obtain any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology of any system;

(iii) Enter into, extend, or renew contracts with entities that use covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system; or (iv)Provide, as part of its performanc e of this contract, subcontract, or other contractual instrument, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system.

C. Exceptions.

(1) This clause does not prohibit contractors from providing—

a. A service that connects to the facilities of a third- party, such as backhaul, roaming, or interconnection arrangements; or

b. Telecommunications equipment that cannot route or redirect user data traffic or permit visibility into any user data or packets that such equipment transmits or otherwise handles
.
(2) By necessary implication and regulation, the prohibitions also do not apply to:

a. Covered telecommunications equipment or services that:

i. Are not used as a substantial or essential component of any system; and

ii. Are not used as critical technology of any system.

b. Other telecommunications equipment or services that are not considered covered telecommunications equipment or services.

D. Reporting requirement.

(1) In the event the Contractor or a subcontractor identifies covered telecommunications equipment or services used as a substantial or essential component of any system, or as critical technology as part of any system, during contract performance, or the contractor is notified of such by a subcontractor at any tier or by any other source, Contractor shall report the information in paragraph (d)(2) of this clause to the City.

(2) Contractor shall report the following information pursuant to paragraph (d)(1) of this clause:

(i) Within one business day from the date of such identification or notification: The contract number; the order number(s), if applicable; supplier

ARPA REQUIREMENTS

name; supplier unique entity identifier (if known); supplier Commercial and Government Entity (CAGE) code (if known); brand; model number (original equipment manufacturer number, manufacturer part number, or wholesaler number); item description; and any readily available information about mitigation actions undertaken or recommended.

ii) Within 10 business days of submitting the information in paragraph (d)(2)(i) of this clause: Any further available information about mitigation actions undertaken or recommended. In addition, the contractor shall describe the efforts it undertook to prevent use or submission of covered telecommunications equipment or services, and any additional efforts that will be incorporated to prevent future use or submission of covered telecommunications equipment or services.

E. Subcontracts. Contractor shall insert the substance of this clause, including this paragraph (e), in all subcontracts and other contractual instruments.

18. REPORTING OF MATTERS RELATED TO PURCHASER (“CITY”) INTEGRITY AND

PERFORMANCE

A. General Reporting Requirement. If the total value of Purchaser’s (City’s) currently active grants, cooperative agreements, and procurement contracts from all Federal awarding agencies exceeds $10,000,000 for any period of time during the period of performance of this Federal award, then you as the recipient during that period of time must maintain the currency of information reported to the System for Award Management (SAM) that is made available in the designated integrity and performance system (currently the Federal Awardee Performance and Integrity Information System (FAPIIS)) about civil, criminal, or administrative proceedings described in paragraph 2 of this award term and condition. This is a statutory requirement under section 872 of Public Law 110-417, as amended (41 U.S.C. 2313 ).

As required by section 3010 of Public Law 111-212, all information posted in the designated integrity and performance system on or after April 15, 2011, except past performance reviews required for Federal procurement contracts, will be publicly available.

B. P roceedings Which Must Be Reported. Submit the information required about each proceeding that:

a. Is in connection with the award or performance of a grant, cooperative agreement, or procurement contract from the Federal Government;

b. Reached its final disposition during the most recent five-year period; and

c. Is one of the following:

(1) A criminal proceeding that resulted in a conviction, as defined in paragraph 5 of this award term and condition;

ARPA REQUIREMENTS

(2) A civil proceeding that resulted in a finding of fault and liability and payment of a monetary fine, penalty, reimbursement, restitution, or damages of $5,000 or more;

(3) An administrative proceeding, as defined in paragraph 5. of this award term and condition, that resulted in a finding of fault and liability and your payment of either a monetary fine or penalty of $5,000 or more or reimbursement, restitution, or damages in excess of $100,000; or

(4) Any other criminal, civil, or administrative proceeding if:

(i) It could have led to an outcome described in paragraph 2.c.(1), (2), or (3) of this award term and condition;

(ii) It had a different disposition arrived at by consent or compromise with an acknowledgment of fault on your part; and

(iii) The requirement in this award term and condition to disclose information about the proceeding does not conflict with applicable laws and regulations.

C. Reporting Procedures Enter in the SAM Entity Management area the information that SAM requires about each proceeding described in paragraph 2 of this award term and condition. You do not need to submit the information a second time under assistance awards that you received if you already provided the information through SAM because you were required to do so under Federal procurement contracts that you were awarded.

D. Reporting Frequency During any period of time when Purchaser (“City”) is subject to the requirement in paragraph 1 of this award term and condition, Purchaser (“City”) must report proceedings information through SAM for the most recent five year period, either to report new information about any proceeding(s) that you have not reported previously or affirm that there is no new information to report. Recipients that have Federal contract, grant, and cooperative agreement awards with a cumulative total value greater than $10,000,000 must disclose semiannually any information about the criminal, civil, and administrative proceedings.

E. Definitions. For purposes of this award term and condition:

a. Administrative proceeding means a non- judicial process that is adjudicatory in nature in order to make a determination of fault or liability ( e.g., Securities and Exchange Commission Administrative proceedings, Civilian Board of Contract Appeals proceedings, and Armed Services Board of Contract Appeals proceedings). This includes proceedings at the Federal and State level but only in connection with performance of a Federal contract or grant. It does not include audits, site visits, corrective plans, or inspection of deliverables.

b. Conviction, for purposes of this award term and condition, means a judgment or conviction of a criminal offense by any court of competent jurisdiction, whether entered upon a verdict or a plea, and includes a conviction entered upon a plea of nolo contendere.

ARPA REQUIREMENTS

c. Total value of currently active grants, cooperative agreements, and procurement contracts includes -

(1) Only the Federal share of the funding under any Federal award with a recipient cost share or match; and

(2) The value of all expected funding increments under a Federal award and options, even if not yet exercised.

F. This Paragraph 18 is an obligation of the Purchaser (“City”) and not Contractor.

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STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: JOE PEREZ, COMMUNITY DEVELOPMENT DIRECTOR
SUBJECT: AGENDA ITEM NO.13.H

RESIDENTIAL DEVELOPMENT COMMITTEE UPDATE

RECOMMENDATION
1) That the City Council receive and file the 6-month update report on the Residential Development Committee.

BACKGROUND
On February 16, 2023, the City Council adopted Resolution No. 2023-19, establishing the Residential Development Committee (RDC). The City Council directed staff to bring back a status report in 6 months to determine the effectiveness of the committee. As to date, there have been no Residential Development Committee meetings.

The purpose of Residential Development Committee (RDC) is to ensure that the City is complying with the State of California Housing Accountability Act (HAA) in that the City is identifying areas of non-conformity with the City’s General Plan, any Specific Plans, and the City’s Municipal Code, and informing the applicant of such non -conformities in the timelines provided for in the HAA.

The State of California’s HAA requires that when a proposed housing development project comp lies with all applicable plans, programs, policies, ordinances, standards, requirements, and any other similar provisions, the City cannot deny the project unless it can make findings that the project would cause a specific, adverse impact upon the public health or safety, and that no feasible means exist to satisfyingly mitigate the impact.

Pursuant to the HAA, if the City considers a proposed project inconsistent with an applicable plan, program, policy, ordinance, standard, requirement, or other simila r provision, it shall provide the applicant with written documentation identifying the provision(s), and an explanation of the reason(s) it considers the housing development to

RETURN TO AGENDA

Page | 2

be inconsistent within 30 days of the application being deemed complete if the development contains 150 or fewer units, and within 60 days of the application being deemed complete if the development contains more than 150 units.

Furthermore, the City cannot deny a housing development project on the basis that its reduction in dens ity would require the re -designation of additional lands to Highest Density Residential (HHDR – Up to 25 dwelling units per acre) to remain in compliance with no-net-loss under the Regional Housing Needs Allocation (RHNA).

STRUCTURE OF RESIDENTIAL DEVELOPMENT COMMITTEE

The RDC will review proposed residential development projects consisting of five (5) or more residential units as soon as practicable following the first submittal of the formal entitlement application for the project, but no later than 3 0 days after the application has been deemed complete.

The RDC’s review would be limited to the project’s potential impacts and its compliance with the applicable provisions of the City’s General Plan, any Specific Plans, and the City’s Municipal Code. The RDC would not recommend approval or disapproval of the project and the committee members would not express their opinions as to the merits of the project. The RDC will identify potential impacts and issues concerning the project in the early stages of the project’s review so that they may be further studied and analyzed as the project proceeds through the land use entitlement process.

The RDC will consist of four (4) members: the Mayor; the City Council Member whose district the proposed project is located in; the Chair of the Planning Commission; and the Planning Commissioner appointed by the City Council Member whose district the proposed project is located in. If the proposed project were located in the Mayor’s district, then the Mayor and Mayor Pr o Tem would serve on the committee. Similarly, if the proposed project were located in the district of the Council Member who appointed the Chair of the Planning Commission, then the Chair and Chair Pro Tem would serve on the committee.

The RDC will be a standing committee of the City Council so it would be subject to the standing committee requirements of the Ralph M. Brown Act. Given the time constraints in providing comments on residential development projects, it is expected that most meetings of the RDC would be special meetings.

The City Clerk is responsible for the scheduling, agenda preparation, and noticing of RDC meetings. RDC meetings would be scheduled on an as needed basis as special meetings, would require a 24-hour public notice, and be open to the public. As the RDC would take no action on any development applications, there would be no quorum requirement.

Page | 1

STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, PUBLIC WORKS DIRECTOR/ CITY ENGINEER
SUBJECT: AGENDA ITEM NO. 13.I

RESOLUTION OF INTENTION TO ESTABLISH CITY OF JURUPA
VALLEY COMMUNITY FACILITIES DISTRICT NO. 2022-001
(APPALOOSA SPRINGS ) GENERALLY LOCATED WEST OF CLAY

STREET, EAST OF PEDLEY ROAD, AND SOUTH OF LIMONITE
AVENUE, TRACT NO. 37714

RECOMMENDATION
1) That the City Council adopt Resolution No. 2023-79, entitled:

A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY OF

JURUPA VALLEY TO ESTABLISH CITY OF JURUPA VALLEY COMMUN ITY FACILITIES DISTRICT NO. 20 22-001 (APPALOOSA SPRINGS ) AND TO

AUTHORIZE THE LEVY OF A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. 20 22-001 ( APPALOOSA

SPRINGS)

BACKGROUND
The State legislature enacted the Mello -Roos Act of 1982 (the “Act”) to assist public agencies in financing certain public services. The developer , Jurupa Valley, LLC , a California corporation, requested that the City assist them in forming a district for the City to cover the costs associated with the maintenance of publi c improvements within the proposed district. Refer to the Rate and Method of Apportionment attachment for Special Tax Services, the special tax generally covers the following services:
 Streetlights maintenance including energy charges, operation, maintenance, and administrative costs of streetlights located on Clay Street and interior street of Tract No. 37714 (Appaloosa Springs development) which are identified on the City approved Street Light Plans related to Tract No. 37714 Appaloosa Springs;

RETURN TO AGENDA

Page | 2

 The maintenance of landscape and all landscaping materials such as turf, ground cover, shrub, trees, plants, irrigation and drainage systems, weed control and other abatements, sidewalks, City trails and fencing, monuments, lights, electricity, and related repair, replacement and inspection; as identified on the City approved CFD Landscape Plans for Tract No. 37714 CFD2022 -001 for Clay Street CFD and for Interior Street CFD, including landscape within Clay Street median;  The installation or construction of any facilities which are appurtenant to any of the foregoing, or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris;  The maintenance, administration and inspections of stormwater facilities and BMPs including open space area drains, catch basins, open space areas, and any other NPDES/WQMP/BMP related devices shown on the street improvement plans and WQMP for Tract No. 37714;
 The operation and maintenance cost of traffic signals at the intersections of Clay Street and Linares Avenue;
 The operation and maintenance cost and/or servicing of any of the foregoing;  Litter and graffiti removal on soundwalls and other amenities, plus normal painting as required within CFD boundaries on Clay Street; and
 All other services necessary or useful for, or in connection with, the authorized services listed above, including, but not limited to, building a reserve fund f or replacement.
 Inspection is inclusive of scheduling, travel time, visual inspection process and procedures, GPS location recording, reporting by device, annual reporting, visual inspection for functionality, vegetated as designed, irrigation is complete and in working order, noting any of the following: any deficiencies, erosion, trash, silt, sediment, structural deficiencies.
 Maintenance is inclusive of repair or replacing any of the items noted as deficient or needing to be corrected to not be deficient. Administration is inclusive of quality assurance and control of inspection and maintenance, general contract administration, including phone calls and procurement of goods and services.

The development is proposed to include a total of 254 residential parcels. The CFD is comprised of approximately 25.84 taxable acres or residentially zoned land within 67.38 acres of land . Non-assessable area within the boundary includes lots held by homeowners associations (HOA), lots owned by public agenci es (City of Jurupa Valley and JARPD), and open lots/conservation areas.

ANALYSIS

Approval of the attached Resolution is required under the Act to levy a special tax and fund certain services. The attached Resolution declares the City’s Council’s intention to form the proposed CFD No. 2022-001 (Appaloosa Springs) and to authorize the levy of a special tax in accordance with an attached Rate and Method of Apportionment of Special Tax. The attached Resolution is the initial step for forming the CFD pursuant to the procedures prescribed by the Act, which include holding a public hearing and submitting

Page | 3

the formation of the proposed CFD No. 2022-001 to the landowners at special election to be conducted by mailed ballot.

The proposed district will hav e a Maximum Special Tax in the amount of $726.00 per taxable unit per year for single residential and multifamily residential parcels , and a Maximum Special Tax of $7,132.60 per acre for Non-Residential property. These rates will increase based on the percentage increase in the Consumer Price Index , for Riverside-San Bernardino-Ontario area, with a maximum annual increase of 6% and a minimum annual increase of 2% of the Maximum Special Tax in effect in the previous fiscal year. The owners have filed a petition representing their willingness to move forward.

A public hearing on this matter will take place on November 2, 2023, and at that time the Council will hear any testimony concerning the formation and take action to adopt the “Resolution of Formation.”

OTHER INFORMATION

 The Mello -Roos Community Facilities Act of 1982 (the “Act”) authorizes the initiation of the establishment of community facilities districts upon receipt by the City of a petition requesting institution of proceedings by owners of not less than 10% of the area of land proposed to be included within the district. The City has received the signed petitions from all land owners.

 City Council approved Final Tract Map 37714 on July 27, 2023

FINANCIAL IMPACT

The individual property owners are responsible for the annual payments of special taxes.

The City will work with the County concerning the filing of the annual special tax to the County Auditor-Controller.

The property owners have posted a deposit with i ts application to form the CFD in order to cover City costs incurred in connection with the formation. Approval of this resolution does not in any way commit the City to any financial contribution or liability by the CFD.

The City’s cost to administer th e CFD annually will be reimbursed through the special taxes charged to property owners.

ALTERNATIVES

1. Take no action.

2. Provide staff with further direction.

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RESOLUTION NO. 2023-79

A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE

CITY OF JURUPA VALLEY TO ESTABLISH CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. 2022-001 (APPALOOSA

SPRINGS) AND TO AUTHORIZE THE LEVY OF A SPECIAL TAX

WITHIN CITY OF JURUPA VALLEY COMMUNITY FACILITIES
DISTRICT NO. 2022-001 (APPALOOSA SPRINGS)
RECITALS:

WHEREAS, this City Council (the “City Council”) of the City of Jurupa Valley (the “City”) has received a petition (the “Petition”) requesting the institution of proceedings, which is signed by the owner of the land proposed for inclusion in a proposed community facilities district (the “Owner”) and which meet the requirements of Sections 53318 and 53319 of the Mello -Roos Community Facilities Act of 1982, as amended , being Chapter 2.5 of Division 2 of Title 5 of the California Government Code (the “Act”); and
WHEREAS, the Act authorizes the City Council to establish a community facilities distric t and to levy special taxes within that district; and
WHEREAS, in accordance with the request set for th in the Petition, the City Council desires to undertake proceedings to establish a community facilities district pursuant to the Act to finance certain services which are in addition to services currently provided in the territory of the proposed district and are necessary to meet increased demands place d upon the City as a result of the development of such land; and
WHEREAS, the City Council had previousl y initiated proceedings to establish a Community Facilities District 2022 -001 on July 6, 2023 (Resolution No. 2023 -49), and now declares such proceedings abandoned and to be replaced by the proceedings now initiated and described in this resolution

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY:

1. Intention. The City Council hereby declares its intention to conduct proceedings for the formation of a community facilities district under the terms of the Act.

2. Name of District. The name of the proposed community facilities district is "City of Jurupa Valley Community Facilities District No. 2022-001 (Appaloosa Springs) (the "District").

3. Boundaries of District . The exterior boundaries of the District are shown on the map now o n file in the office of the City Clerk entitled “ Proposed Boundary - Community Facilities District No. 2022-001 (Appaloosa Springs)” (the “Map”).

The Map indicates by a boundary line, the extent of the territory included in the proposed District and shall govern for all details as to the extent of the District. On the original and one copy of the Map, the City Clerk shall endorse the certificate -2-

evidencing the date and adoption of this Resolution. The City Clerk shall file the original of the Map in her office and, within fifteen days after the adoption of this Resolution, the City Clerk shall file a copy of the Map so endorsed in the records of the County Recorder, County of Riverside, State of California, and in any event this Map shall be filed no later than fifteen days before the public hearing specified in Section 6 below.

4. Services. The type of services proposed to be provided within the District and to be financed under the Act shall consist of those services set forth on Exhibit "A" (the " Service s"), attached hereto and incorporated herein by reference. The Services are in addition to services currently provided in the District and are necessary to meet increased demands placed upon the City as a result of the development occurring in the District.

5. Special Tax.
a. Except where funds are otherwise available to pay for the Services, it is the intention of the City Council, commencing Fiscal Year 20 24-2025, to levy annually in accordance with procedures contained in the Act a special tax (the "Special Tax") within the District sufficient to pay for the costs thereof, including incidental expenses. The types of incidental expenses proposed to be incurred are set forth in Exhibit “B.” The Special Tax will be secured by recordation of a continuing lien against all non-exempt real property in the District and will be collected in the same manner as ordinary ad valorem property taxes are collected, or in such other manner as may be provided by the City Council including, without limitation, direct billing of the affected property owner, and shall be subject to the same penalties, procedure, sale and lien priority in case of delinquency as applicable for ad valorem property taxes. In the first year in which the Special Tax is levied, the levy shall include a sum sufficient to repay to the City all amounts, if any, transferred to the District pursuant to Section 53314 of the Act and interest thereon.
b. The proposed Rate and Method of Apportionment of the Special Tax (the “Rate and Method”) among parcels of real property in the District, in sufficient detail to allow each resident or landowner within the proposed District to estimate the maximum amount such resident or owner will have to pay, is shown in Exhibit "C," attached hereto and incorporated herein by reference. The City Council hereby determines the Rate and Method set forth in Exhibit “C” to be reasonable.

6. Hearing. A public hearing on the establishment of the District, the extent of the District, the furnishing of Services within the District, and the proposed Rate and Method (the "Hearing") shall be held on November 2, 2023, at 7:00 pm., or as soon thereafter as practicable, at the chambers of the City Council of the City of Jurupa Valley, 8930 Limonite , Jurupa Valley , California 9 2509. At the Hea ring, any -3-

interested person or taxpayer, including all persons owning lands or registered to vote within the proposed District, may appear and be heard.

7. Report. The Staff of the City is directed to study the proposed District and prepare for filing at the Hearing the report required by Section 53321.5 of the Act. The staff of the City may delegate to consultants of the City the duty to perform the study and prepare the report.

8. Advances. The City may accept advances of funds or work in -kind from any source, including, but not limited to, private persons or private entities, and is authorized and directed to use such funds or that work in -kind for any authorized purpose, including, but not limited to, paying any cost incurred by the City in creating the District. The City may enter into an agreement with the person or entity advancing the funds or work -in-kind, to repay all or a portion of the funds advanced, or to reimburse the person or entity for the value, or cost, whichever is less, of the work -in-kind, as determined by the City Council, with or without interest.

9. Published Notice . The City Clerk is hereby directed to publish a notice of the Hearing ("Notice") pursuant to Section 6061 of the California Government Code in a newspaper of general circulati on published in the area of the proposed District.

Such Notice shall be substantially in the form specified in Section 53222 of the Act.

Publication of the Notice shall be completed at least seven days prior to the date of the Hearing.

10. Mailed Notice. The City Clerk is hereby directed to send a copy of the Notice of the Hearing by first-class mail, postage prepaid, to each registered voter and to each landowner within the proposed District as shown on the last equalized assessment roll. Mailing of the Notice shall be completed at least fifteen days prior to the date of the Hearing.

11. Voting. Should the City Council determine to form the District, a special election will be held within the District to authorize the levy of the Special Tax in accordance with the procedures contained in Section 53326 of the Act. If held, the proposed voting procedure at the election will be a landowner vote with each landowner who is the owner of record of land within the District at the close of the Hearing, or the authorized representative thereof, having one vote for each acre or portion thereof owned within the District. Ballots for the special election may be distributed by mail with return postage prepaid or by personal service.

12. Exemptions from Special Tax . Except as m ay otherwise be provided in Exhibit “C” hereto or by law, all lands owned by any public entity, including the United States, the State of California and/or the City, or any departments or political subdivisions thereof, shall be omitted from the levy of the Special Tax to be made to cover the costs and expenses of the Facilities and Services. In addition, reference is hereby made to Exhibit “C” for a description of other lands which shall be omitted from the levy of the Special Tax.
-4-

13. Election to Perform Wo rk. Pursuant to 53329.5(c) of the Act, the City Council finds that, in its opinion, the public interest will not be served by allowing property owners in the District to enter into a contract pursuant to Section 53329.5(a) PASSED, APPROVED AND ADOPTED by the City Council of the City of Jurupa Valley on this 21st day of September 2023.

Chris Barajas
Mayor

ATTEST:

Victoria Wasko
City Clerk

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CERTIFICATION

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

CITY OF JURUPA VALLEY )

I, Victoria Wasko, City Clerk of the City of Jurupa Valley, do hereby certify that the foregoing Resolution No. 2023-79 was duly passed and adopted at a meeting of the City Council of the City of Jurupa Valley on the 21st day of September 2023 by the following vote, t o wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Jurupa Valley, California, this 21st day of September 2023.

Victoria Wasko, City Clerk
City of Jurupa Valley

A-1
EXHIBIT "A"

DESCRIPTION OF SERVICES
Authorized Services for Special Tax A shall be the following:
 Streetlights maintenance including energy charges, operation, maintenance, and administrative costs of streetlights located on Clay Street and interior street of Tract No. 37714 (Appaloosa Springs development) which are identified on the City approved Stre et Light Plans related to Tract No. 37714 Appaloosa Springs;
 The maintenance of landscape and all landscaping materials such as turf, ground cover, shrub, trees, plants, irrigation and drainage systems, weed control and other abatements, sidewalks, City t rails and fencing, monuments, lights, electricity, and related repair, replacement and inspection; as identified on the City approved CFD Landscape Plans for Tract No. 37714 CFD2022-001 for Clay Street CFD and for Interior Street CFD, including landscape w ithin Clay Street median;
 The installation or construction of any facilities which are appurtenant to any of the foregoing, or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris;
 The maintenance, administration and inspections of stormwater facilities and BMPs including open space area drains, catch basins, open space areas, and any other NPDES/WQMP/BMP related devices shown on the street improvement plans and WQMP for Tract No. 37714;  The operation and maintenance cost of traffic signals at the intersections of Clay Street and Linares Avenue;
 The operation and maintenance cost and/or servicing of any of the foregoing; (vii) litter and graffiti removal on soundwalls and other amenities, plus normal painting as required within CFD boundaries; and
 All other services necessary or useful for, or in connection with, the authorized services listed above, including, but not limited to, building a reserve fund for replacement. Inspection is inclusive of scheduling, travel time, visual inspection process and procedures, GPS location recording, reporting by device, annual reporting, visual inspection for functionality, vegetated as designed, irrigation is complete and in working order, noting any of the following: any deficiencies, erosion, trash, silt, sediment, structural deficiencies. Maintenance is inc lusive of repair or replacing any of the items noted as deficient or needing to be corrected to not be deficient. Administration is inclusive of quality assurance and control of inspection and maintenance, general contract administration, including phone calls and procurement of goods and services.

B-1

EXHIBIT "B"

INCIDENTAL EXPENSES

The cost of the Services shall include incidental expenses, including costs associated with formation of the District, determination of the amount of the Special Tax, collection of the Special Tax, payment of the Special Tax, costs incurred in order to carry out the authorized purposes of the District, and the costs of engineering, inspecting, coordinating, completing, planning and designing the Services, including the costs of environmental evaluations.

The following incidental expenses are examples of those that may be incurred in the formation of the District: engineering services, publishing, mailing and posting of notices, governmental notification and filing costs, Election costs, and charges and fees of the City other than those waived.

The following incidental expenses are examples of those that may be incurred in each annual Special Tax levy: necessary consultant costs, costs of posting and collecting the special taxes, and administrative costs of the City related to each annual Special Tax levy.

C-1

EXHIBIT “C”

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX

(Please see attached)

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2022-001 (APPALOOSA SPRINGS)

OF THE CITY OF JURUPA VALLEY, COUNTY OF RIVERSIDE

STATE OF CALIFORNIA

A Special Tax (all capitalized terms are defined in Section A., “De finitions, below) shall be applicable to each Parcel of Taxable Property located within the boundaries of Community Facilities District No. 2022- 001 (Appaloosa Springs) . The amount of Special Tax to be levied on a Parcel in each Fiscal Year, commencing in Fiscal Year 2024-2025, shall be determined by the City Council of the City of Jurupa Valley, acting in its capacity as the legislative body of the CFD by applying the appropriate Special Tax as set forth in Sections B., C., and D., below. All of the real property within the CFD, unless exempted by law or by the provisions of Section E. below, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS

The terms hereinafter set forth have the following meanings:

“Acre or Acr eage means the land area of a Parcel as indicated on the most recent Assessor’s Parcel Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area shown on the applicable Final Map, condominium plan, or other recorded County map or the land area calculated to the reasonable satisfaction of the Administrator using the boundaries set forth on such map or plan. The square footage of a Parcel is equal to the Acreage of such Parcel multiplied by 43,560.

“Act means the Mello -Roos Commu nity Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California.

“Administrative Expenses means all actual or reasonably estimated costs and expenses of the CFD that are chargeable or allocable to carry out its duties as the Administrator of the CFD as allowed by the Act, which shall include without limitation, all costs and expenses arising out of or resulting from the annual levy and collection of the Special Tax (w hether by the City or designee thereof or both), any litigation or appeal involving the CFD, and other administrative expenses of the City or designee thereof, or both, directly related to the CFD. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD for attorney’s fees and other costs related to commencing and pursuing to completion any foreclosure as a result of delinquent Special Taxes.

“Administrator means an official of the City, or designee thereof, responsible for determining the annual amount of the levy and collection of the Special Taxes.

“Approved Property means all Parcels of Taxable Property: (i) that are included in a Final Map that was recorded prior to the January 1
st preceding the Fiscal Year in which
the Special Tax is being levied, and (ii) that have not been issued a Building Permit prior to the April 1st preceding the Fiscal Year in which the Special Tax is being levied.

“Assessor means the Assessor of the County.

“Assessor’s Parcel Map means an official map of the Assessor of the County designating Parcels by Assessor’s Parcel Number.

“Assessor’s Parcel Number means the number assigned to a lot or Parcel for purposes of identification as determined from an Assessor Parcel Map or the applicabl e assessment roll.

“Base Year means the Fiscal Year ending June 30, 2025.

“Boundary Map means a recorded map of the CFD which indicates by a boundary line the extent of the territory identified to be subject to the levy of Special Taxes.

"Building Permit" means the first legal document issued by a local agency giving official permission for new construction. For purposes of this definition, "Building Permit" shall not include any subsequent Building Permits issued or changed after the first issuance.

“CFD means Community Facilities District No. 2022- 001 (Appaloosa Springs) of the City of Jurupa Valley.

“City means the City of Jurupa Valley, California

“Consumer Price Index means the Consumer Price Index published by the U.S.

Bureau of Labor St atistic for “All Urban Consumers in the Riverside -San Bernardino- Ontario Area, measured as of the month of April in the Calendar Year which ends in the previous Fiscal Year. In the event this index ceases to be published, the Consumer Price Index shall be another index as determined by the Administrator that is reasonably comparable to the Consumer Price Index for the Riverside -San Bernardino- Ontario Area.

“Council means the City Council of the City acting as the legislative body of the CFD.

“County means the County of Riverside, California.

“Developed Property means all Parcels of Taxable Property: (i) that are included in a Final Map that was recorded prior to January 1
st preceding the Fiscal Year in which the
Special Tax is being levied, and (ii) for which a Building Permit for new construction has been issued prior to April 1st preceding the Fiscal Year in which the Special Tax is being levied.

“Dwelling Unit or “(D/U) means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator.

“Exempt Property means any Parcel which is exempt from Special Taxes pursuant to Section E., below.

“Final Map means a subdivision of property by recordation of a n Assessor’s Parcel Map or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual lots for which Building Permits may be issued without further subdivision.

“Fiscal Year means the 12 month period starting on July 1 of any calendar year and ending the following June 30.

“Land Use Class means any of the classes listed in Table 1 of Section C. below.

“Maximum S pecial Tax means for each Parcel in each Fiscal Year, the greatest amount of Special Tax, determined in accordance with Section C., below, which may be levied on such Parcel in such Fiscal Year.

“Multifamily Residential Property means all Parcels of D eveloped Property that consists of a building or buildings comprised of attached Dwelling Units available for rental by the general public, not for sale to an end user, and under common management.

“Non-Residential Property means all Parcels of Develope d Property f or which a Building Permit was issued, permitting the construction of one or more non- residential structures.

“Parcel(s) means a lot or parcel within the CFD shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number valid as of July 1 st for the Fiscal Year for
which the Special Tax is being levied.

“Property Owner’s Association Property means all Parcels which have been conveyed, dedicated to, or irrevocably offered for dedication to a property owner association, including any master or sub- association, prior to April 1 st preceding the
Fiscal Year in which the Special Tax is being levied.

“Proportionately means for Parcels of Taxable Property that are (i) Developed Property, that the ratio of the actual Special Tax levy to Maximum Special Tax is the same for all Parcels of Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Approved Property, and (iii) Undeveloped Property, Public Property or Property Owner’s Association Property, that the ratios of the actual Special Tax levy per Acre to the Maximum Special Tax per Acre is the same for all Parcels of Undeveloped Property, Public Property and Property Owner’s Association Property.

“Public Property means all Parcels which, as of April 1 st preceding the Fiscal Year in
which the Special Tax is being levied, are (i) used for rights-of-way or any other purpose and is owned by, dedicated to, or irrevocably offered for dedication to the federal government, the State, the County, City or any other public agency, provided, however, that any property leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified accor ding to its use; or

(ii) encumbered by an unmanned utility easement making impractical its utilization for other than the purpose set forth in the easement.

“Residential Property means all Parcels of Developed Property for which a Building Permit has be en issued permitting the construction of one or more residential Dwelling Units.

“Single Family Property means all Parcels of Residential Property, other than Multifamily Residential Property.

“Special Tax means the special tax to be levied in each Fiscal Year on each Parcel of Taxable Property in accordance with Section D to fund the Special Tax Requirement.

“Special Tax Requirement means for each Fiscal Year, that amount required to: (i) pay the estimated cost of Special Tax Services for such Fi scal Year as determined by the City; (ii) fund the Special Tax Reserve Fund in an amount equal to the lesser of (a) 20% of the Special Tax Reserve Fund Requirement or (b) the amount needed to fund the Special Tax Reserve Fund up to the Special Tax Reserve Fund Require ment, (iii) pay Administrative Expenses; (iv) pay for the actual or anticipated shortfall due to Special Tax delinquencies in the current or prior Fiscal Year; and (v) less a credit for funds available to reduce the annual Special Tax levy as determined by the Administrator.

“Special Tax Reserve Fund means a fund to be used for capital replacement and maintenance costs related to the Special Tax Services.

“Special Tax Reserve Fund Requirement means an amount up to 150% of the anticipated annual cost of Special Tax Services of $ 276,459.00 for the Base Year. The Special Tax Reserve Fund Requirement shall be increased annually, commencing July 1, 2025 , based on the percentage increase in the Consumer Price Index with a maximum annual increase of six percent ( 6%) and a minimum annual increase of two percent (2%) of the amount in effect in the previous Fiscal Year.

“Special Tax Services means: (i) Streetlights maintenance including energy charges, operation, maintenance, and administrative cos ts of streetlights located on Clay Street and interior street of Tract No. 37714 (Appaloosa Springs development) which are identified on the City approved Street Light Plans related to Tract No. 37714 A ppaloosa Springs; (ii) the maintenance of landscape and all landscaping mater ials such as turf, ground cover, shrub, trees, plants, irrigation and drainage systems, weed control and other abatements, sidewalks, City trails and fencing, monuments, lights, electricity, and related repair, replacement and inspec tion; as identified on the City approved CFD Landscape Plans for Tract No. 37714 CFD2022-001 for Clay Street CFD and for Interior Street CFD , including landscape within Clay Street media n; (iii) The installation or construction of any facilities which are appurtenant to any of the foregoing, or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris; (iv) The maintenance, administration and inspections of stormwater faci lities and BMPs including open space area drains, catch basins, open space areas, and any other NPDES/WQMP/BMP related devices shown on the street improvement plans and WQMP for Tract No. 37714; (v) The operation and

maintenance cost of traffic signals at t he intersections of Clay Str eet and Linares Avenue; (vi) The operation and maintenance cost and/or servicing of any of the foregoing; (vii) litter and graffiti removal on soundwalls and other amenities, plus normal painting as required within CFD boundari es; and (v iii) all other services necessary or useful for, or in connection with, the authorized services listed above, including, but not limited to, building a reserve fund for replacement. Inspection is inclusive of scheduling, travel time, visual inspection process and procedures, GPS location recording, reporting by device, annual reporting, visual inspection for functionality, vegetated as designed, irrigation is complete and in working order, noting any of the following: any deficiencies , erosion, trash, silt, sediment, structural deficiencies. Maintenance is inclusive of repair or replacing any of the items noted as deficient or needing to be corrected to not be deficient. Administration is inclusive of quality assurance and control of i nspection and maintenance, general contract administration, including phone calls and procurement of goods and services.

“State means the State of California.

“Taxable Property means all Parcels within the boundary of the CFD pursuant to the Boundary Map which are not exempt from the Special Tax pursuant to Section E., below.

“Taxable Unit means either a Dwelling Unit or an Acre, as shown in Table 1.

“Undeveloped Property means all Parcels of Taxable Property not classified as Developed Propert y, Approved P roperty, Public Property or Property Owner’s Association Property.

B. ASSIGNMENT TO LAND USE CLASS

Each Fiscal Year, commencing with Fiscal Year 202 4-2025, all Parcels of Taxable Property shall be classified as either Developed Property, Appr oved Proper ty, Undeveloped Property, Public Property or Property Owner’s Association Property, and subject to the levy of Special Taxes in accordance with this Rate and Method of Apportionment as determined pursuant to Sections C. and D.

Parcels of De veloped Property sh all further be classified as Residential Property or Non-Residential Property. Parcels of Residential Property shall further be classified as Single Family Property or Multifamily Residential Property.

C. MAXIMUM SPECIAL TAX RATES

1. D eveloped Property

The Maximum Special Tax that may be levied and escalated, as explained further in Section C.1. (a) below, in any Fiscal Year for each Parcel classified as Developed Property shall be determined by reference to Table 1, below.

TABLE 1
Maximum Special Tax Rates for Developed
Property for Fiscal Year 2024-2025

Land
Use
Class
Description Taxable
Unit
Maximum Special
Tax per Taxable
Unit
1 Single Family Residential Property D/U $ 726.00 2 Multifamily Residential Property D/U $ 726.00 3 Non-Residential Property Acre $ 7,132.60

(a) Increase in the Maximum Special Tax

On each July 1, following the Base Year, the Maximum Special Tax, identified in Table 1, above, shall be increased annually, commencing July 1, 2025, based on the percentage increase in the Consumer Price Index with a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) of the Maximum Special Tax in effect in the previous Fiscal Year.

(b) Multiple Land Use Classes

In some instances, a Parcel of Developed Property may contain more than one Land Use Class. The Maximum Special Tax that may be levied on such Parcel shall be the sum of the Maximum Special Tax that can be levied for each Land Use Class located on that Parcel. For a Parcel that contains more than one Land Use Class, the Acreage of such Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the sit e pl an approved for such Parcel. The Administrator’s allocation to each Land Use Class shall be final.

2. Approved Property

The Maximum Special Tax for each Parcel of Approved Property shall be equal to the product of the applicable Undeveloped Property Maximu m Special Tax per Acre times the Acreage of such Parcel; provided, however, for a Parcel of Approved Property that is expected to become Single Family Property as reasonably determined by the Administrator based on the Final Map for such Parcel, the Maximum Special Tax for such Parcel of Approved Property shall be calculated pursuant to Section C.1 as if such Parcel were already designated as Single Family Property.

The Maximum Special Tax for Approved Property shall be increased annually, commencing July 1, 20 25, based o n the percentage increase in the Consumer Price Index with a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) of the corresponding Maximum Special Tax in effect in the previous Fiscal Year.

3. U ndeveloped Property

The Maximum Special Tax that may be levied and escalated for each Parcel classified as Undeveloped Property shall be $7,132.60 per Acre.

The Maximum Special Tax for Undeveloped Property shall be increased annually, commencing July 1, 2 025, based on t he percentage increase in the Consumer Price Index with a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) of the corresponding Maximum Special Tax in effect in the previous Fiscal Year.

4. Public Property and/or Property Owner’s Association Property

The Maximum Special Tax that may be levied and escalated for each Parcel classified as Public Property and/or Property Owner’s Association Property shall be $0.00 per Acre. There shall be no lev y on Public Prope rty and/or Property Owner’s Association Property.

D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX

Commencing with Fiscal Year 2024- 2025 and for each following Fiscal Year, the Administrator shall levy the Special Tax on all Taxable Proper ty until the amount of Special Tax equals the Special Tax Requirement in accordance with the following steps:

First: The Special Tax shall be levied Proportionately on each Parcel of Developed Property at up to 100% of the applicable Maximum Special Tax as needed to satisfy the Special Tax Requirement;

Third: If additional moneys are needed to satisfy the Special Tax Requirement after the first two steps have been completed, the Special Tax shall be levied Proportionately on each Parcel of U ndeveloped Pr operty at up to 100% of the applicable Maximum Special Tax for Undeveloped Property.

Notwithstanding the above, under no circumstances will the Special Taxes levied in any Fiscal Year against any Parcel of Residential Property for which a C ertificate of Occupancy has been issued be increased by more than ten percent (10%) as a result of a delinquency in the payment of the Special Tax applicable to any other Parcel above the amount that would have been levied in that Fiscal Year had there never been any such delinquency or default.

E. EXEMPTIONS

The CFD shall not levy Special Taxes on Public Property and Property Owner’s Association Property within the CFD.

F. MANNER OF COLLECTION

The Special Tax shall be collected in the same manner and at the same ti me as ordinary ad valorem property taxes and shall be subject to the same penalties, the same procedure, sale and lien priority in the case of delinquency; provided, however, that the Administrator may directly bill the Special Tax, may collect Special T axes at a different time or in a different manner if necessary to meet the financial obligations of the CFD, and provided further that the CFD may covenant to foreclose and may actually foreclose on Parcels having delinquent Special Taxes as permitted by the Act.

G. APPEALS

Any taxpayer may file a written appeal of the Special Tax on his/her Parcel(s) with the Administrator, provided that the appellant is current in his/her payments of Special Taxes. During pendency of an appeal, all Special Taxes must be paid on or before the payment due date established when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The Administrator shall review the appeal, meet with the appellant if the Administrator deems necessary, and advise the appellant of its determination. If the Administrator agrees with the appellant, the Administrator shall grant a credit to eliminate or reduce future Special Taxes on the appellant’s Parcel(s). No refunds of previously paid Special Taxes shall be made.

The Administrator shall interpret this Rate and Method of Apportionment and make determinations relative to the annual levy and administration of the Special Tax and any taxpayer who appeals, as herein specified.

H. TERM OF THE SPECIAL TAX

The Special Tax shall be levied annually in perpetuity unless terminated earlier by the City.

SEPTEMBER 2023

CITY OF JURUPA VALLEY
ENGINEER’S REPORT FOR

CITY OF JURUPA VALLEY

COMMUNITY FACILITIES
DISTRICT 2022-001
CFD NO. 2022-001
(APPALOOSA SPRINGS)
Prepared By:

HR Green Pacific
1260 Corona Pointe Court, Suite 305
855.900.4742

www.hrgreen.com

1 Table of Contents

INTRODUCTION ..................................................................................................................... 2 DESCRIPTION OF SERVICES ..................................................................................................... 3 STREET LIGHTS AND TRAFFIC SIGNAL ................................ ................................ .............................. 3 LANDSCAPING ................................ ................................ ................................ ............................... 3 STORMWATER FACILITIES................................ ................................ ................................ ...............3 GRAFFITI ABATEMENT ................................ ................................ ................................ ....................3 INCIDENTALS ................................ ................................ ................................ ................................ .3 COST ESTIMATE ..................................................................................................................... 5 INCIDENTAL EXPENSES ................................ ................................ ................................ ...................5 RATES AND METHOD OF APPORTIONMENT OF SPECIAL TAX .................................................. 6 PROPOSED BOUNDARIES ....................................................................................................... 7

Appendix A
RATES AND METHOD OF APPORTIONMENT OF SPECIAL TAXES FOR CFD NO. 2022- 001 (APPALOOSA SPRINGS)
Appendix B
BOUNDARY MAP (REDUCED COPY) FOR CFD NO. 2022-001 (APPALOOSA SPRINGS)

2 COMMUNITY FACILITIES DISTRICT REPORT
FOR
CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. 2019-001 (PARADISE KNOLLS)

INTRODUCTION

WHEREAS, the City Council of the CITY OF JURUPA VALLEY, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA (“City Council”), did, pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Division 2 of title 5 of the California Government Code (“Act”) on September 21 st, 2023, adopt Resolution No. 2023-__ (“Resolution”) ordering the preparation and filing of a written Report for a proposed Community Facilities District (“Report”). This Community Facilities District shall be referred to as COMMUNITY FACILITIES DISTRICT NO. 2022-001 (APPALOOSA SPRINGS ) CITY OF JURUPA VALLEY (CFD) , CFD No. 2022-001 APALOOSA SPRINGS , and CFD No. 2022 - 001; and,

WHEREAS, The Resolution ordering said Report, did direct that the Report generally contain the following:

• A brief description of the services by type proposed to be financed by the CFD which will adequately meet the needs of the CFD; and
• An estimate of the costs of providing such services, including the incidental expenses, to be incurred in connection with the CFD;

NOW, THEREFORE, the undersigned, the responsible officer or person directed to prepare the Report, pursuant to the provisions of the Act, does hereby submit the following Report.

A Community Facilities District may provide for financing of certain public services, which are necessary to meet increased demands placed upon local agencies as a result of dev elopment or rehabilitation occurring with the CFD.

The following Report contains the description of CFD No. 2022-001 boundaries, description of services, and the financial analysis for CFD No. 2022-001.

Based upon the data analyzed, it is my opinion that the services being funded are those that are necessary to meet certain increased demands placed upon the CITY OF JURUPA VALLEY, as a result of development occurring within the boundaries of the CFD.

Steve Loriso, R.C.E. 64701

3 DESCRIPTION OF SERVICES

A general description of the proposed services, pursuant to the terms stated in Exhibit “A” of the Resolution, is as follows:

STREET LIGHTS AND TRAFFIC SIGNAL

Streetlights maintenance including energy charges, operation, maintenance, and administrative costs of streetlights located on Clay Street and along the public streets within the CFD No. 2022- 001 boundaries and Tract 37714 ; as shown and identified on th e City approved streetlight plans for the Appaloosa Springs (Tract No. 37714) development.

Traffic signal maintenance including energy charges, operatio n, servicing, and administrative costs of traffic signal located at the intersection of Clay Street and Linares Avenue.

LANDSCAPING

The maintenance of landscape and all landscaping mater ials such as turf, ground cover, shrub, trees, plants, irrigation and drainage systems, weed control and other abatements, sidewalks, City trails and fencing, monuments, lights, electricity, and related repair, replacement and inspect ion; as identified on the City approved CFD Lan dscape Plans for Tract No. 37714 CFD2022 -001 for Clay Street CFD , City approved landscape plans titled Interior Street CFD , and City approved landscape plans for Clay Street median.

STORMWATER FACILITIES

The maintenance, administration and inspections of stormwater facilities and BMPs including open space area drains, catch basins, open space areas, and any other NPDES/WQMP/BMP related devices shown on the street improvement plans and WQMP for Tract No. 37714.

GRAFFITI ABATEMENT

Litter and graffiti removal on soundwalls and other amenities, plus normal painting as required within CFD boundaries on Clay Street and interior streets of the subdivision known as Tract No. 37714.

INCIDENTALS

All other services necessary or useful for, or in connection with, the authorized services listed above, including, but not limited to, building a reserve fund for replacement.

Inspection is inclusive of scheduling, travel time, visual inspection process and pro cedures, GPS location recording, reporting by device, annual reporting, visual inspection for functionality, vegetated as designed, irrigation is complete and in working order, noting any of the following:
any deficiencies, erosion, trash, silt, sediment, structural deficiencies.

4 Maintenance is inclusive of repair or replacing any of the items noted as deficient or needing to be corrected to not be deficient. Administration is inclusive of quality assurance and control of inspection and maintenance, gener al contract administration, including phone calls and procurement of goods and services.

The services listed herein are representative of the types of services authorized to be financed by Community Facilities District No. 2022-001 (Appaloosa Springs). Detailed scope and limits of specific projects will be determined as appropriate, consistent with the standard s of City of Jurupa Valley. Addition, deletion or modif ication of descriptions of the services may be made consistent with the requirements of the Ci ty Council of the City of Jurupa Valley, the Community Facilities District No. 2022-001 (Appaloosa Springs), and the Act.

5 COST ESTIMATE

The cost estimate (rounded to the nearest dollar), including incidental expenses, is approximately $184,306 annually for the identified CFD improvements. The Maximum Special Taxes within the CFD have been established t o pay for these services up to $726 per taxable unit per year for single family residential property , $ 726 per tax able multifamily residential property, and $7,132.60 per acre for non -residential property ; as defined in the Rate and Method of Apportionment for CFD No. 2022-001 Appaloosa Springs.

These amounts shall be increased based upon the percentage change in the Consumer Price Index for Riverside-San Bernardino-Ontario, with a maximum annual increase of six percent (6%) and a minimum increase of two percent (2%) of the Maximum Special Tax in effect in the previous fiscal year.

INCIDENTAL EXPENSES
Pursuant to Section 53340 of the Ac t, the proceeds of any special tax levied and collected by CFD No. 2022-001 (Appaloosa Springs ) may be used only to pay for the cost of providing services and incidental expenses. As defined by the Act, incidental expenses include, but are not limited to, t he annual costs associated with determination of the amount of special taxes, collection of special taxes, payment of special taxes, or costs otherwise incurred in order to carry out the authorized purposes of the community facilities district. The incide ntal expenses associated with the annual administration of CFD No. 2022-001 (Appaloosa Springs) are initially estimated to be $34,464. This amount shall be increased based upon the percentage change in the Consumer Price Index, with a maximum annual increase of six percent (6%) and a minimum increase of two percent (2%) of the Maximum Special Tax in effect in the previous Fiscal Year.

The cost of the Services shall include incidental expenses, including costs associated with formation of the District, determination of the amount of the Special Tax, collection of the Special Tax, paym ent of the Special Tax, costs incurred in order to carry out the authorized purposes of the District, and the costs of engineering, inspecting, coordinating, completing, planning and designing the Services, including the costs of environmental evaluations.

The following incidental expenses are examples of those that may be incurred in the formation of the District: engineering services, publishing, mailing and posting of notices, governmental notification and filing costs, election costs, and charges and f ees of the City other than those waived.

6 RATES AND METHOD OF APPORTIONMENT OF SPECIAL
TAX

The Rate and Method of A pportionment of the special tax is attached hereto as Appendix A (the “Rate and Method of Apportionment”). The special tax will be collected in the same manner and at the same time as ad valorem property taxes and subject to the same penalties and provisions; however, the special tax may be collected at a different time or in a different manner if necessary for CFD No. 2022-001 (Appaloosa Springs) to meet its financial obligations as permitted by the Act.

All of the property located within CFD No. 2022-001 (Appaloosa Springs ), unles s exempt by law or by the special tax proposed for CFD No. 2022-001 (Appaloosa Springs), shall be taxed for the purpose of providing necessary services to the CFD. Pursuant to Section 53325.3 of the Act, the tax imposed “is a special t ax and not a special assessment, and there is no requirement that the tax be apportioned on the basis of benefit to any property.” The special tax may be based on benefit received by property, the cost of maintaining facilities or authorized services available or other reasonable basis as determined by the Council, although the special t ax may not be apportioned on an ad valorem basis pursuant to Article XIIIA of the California Constitution.

The special tax for the CFD was established generally relying on building square footage, net taxable acreage, land use type, types of services, square footage of services areas, groundcover, shrubs, and trees, and plant material expected to be included within the CFD, and estimated costs to maintain which were p rovided by the developer(s) of the Appaloosa S prings residential community (Tract No. 37714 ). Data used for estimates o n this report were not independ ently verified by the report preparer, HR Green Pacific. HR Green Pacific disclaims responsibility for the impact of inaccurate data, if any, provided by the developer on the exhibits and plans and on the Rate and Method of Apportionment for CFD No. 2022-001 (Appaloosa Springs).

It is my opinion that the special tax rate and method of apportionment, as above set forth, is fair and reasonable.

September 21, 2023.

Steve Loriso, R.C.E. 64701

7 PROPOSED BOUNDARIES

The proposed boundaries of CFD No. 2022 -001 ( Appaloosa Springs ) are those properties and parcels for which special taxes may be levied to pay for the costs and expenses of the services described above. The proposed District boundaries as of Fiscal Year 20 24-2025 include the following assessor’s parcel number(s):

163-400-001
163-400-052

A reduced scale map showing the boundaries of the CFD is provided as Appendix B. A full-scale map is on file with the City Clerk of the CITY OF JURUPA VALLEY and was recorded with Riverside County Recorder’s Office.

APPENDIX A

RATE AND METHOD OF APPORTIONMENT

OF SPECIAL TAXES FOR
CFD No. 2022-001 (APALOOSA SPRINGS)

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2022-001 (APPALOOSA SPRINGS)

OF THE CITY OF JURUPA VALLEY, COUNTY OF RIVERSIDE

STATE OF CALIFORNIA

A Special Tax (all capitalized terms are defined in Section A., “De finitions, below) shall be applicable to each Parcel of Taxable Property located within the boundaries of Community Facilities District No. 2022 -001 (Appaloosa Springs) . The amount of Special Tax to be levied on a Parcel in each Fiscal Year, commencing in Fiscal Year 2024-2025, shall be determined by the City Council of the City of Jurupa Valley, acting in its capacity as the legislative body of the CFD by applying the appropriate Special Tax as set forth in Sections B., C., and D., below. All of the real property within the CFD, unless exempted by law or by the provisions of Section E. below, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS

The terms hereinafter set forth have the following meanings:

“Act means the Mello -Roos Commu nity Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California.

“Administrative Expenses means all actual or reasonably estimated costs and expenses of the CFD that are cha rgeable or allocable to carry out its duties as the Administrator of the CFD as allowed by the Act, which shall include without limitation, all costs and expenses arising out of or resulting from the annual levy and collection of the Special Tax (w hether by the City or designee thereof or both), any litigation or appeal involving the CFD, and other administrative expenses of the City or designee thereof, or both, directly related to the CFD. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD for attorney’s fees and other costs related to commencing and pursuing to completion any foreclosure as a result of delinquent Special Taxes.

“Administrator means an official of the City, or designee thereof, responsib le for determining the annual amount of the levy and collection of the Special Taxes.

“Approved Property means all Parcels of Taxable Property: (i) that are included in a Final Map that was recorded prior to the January 1st preceding the Fiscal Year in which the Special Tax is being levied, and (ii) that have not been issued a Building Permit prior to the April 1st preceding the Fiscal Year in which the Special Tax is being levied.

“Assessor means the Assessor of the County.

“Assessor’s Parcel Map means an official map of the Assessor of the County designating Parcels by Assessor’s Parcel Number.

“Assessor’s Parcel Number means the number assigned to a lot or Parcel for purposes of identification as determined from an Assessor Parcel Map or the a pplicable assessment roll.

“Base Year means the Fiscal Year ending June 30, 2025.

“Boundary Map means a recorded map of the CFD which indicates by a boundary line the extent of the territory identified to be subject to the levy of Special Taxes.

“CFD means Community Facilities District No. 2022-001 (Appaloosa Springs) of the City of Jurupa Valley.

“City means the City of Jurupa Valley, California

“Consumer Price Index means the Consumer Price Index published by the U.S.

Bureau of Labor St atistic for “All Urban Consumers in the Riverside-San Bernardino- Ontario Area, measured as of the month of April in the Calendar Year which ends in the previous Fiscal Year. In the event this index ceases to be published, the Consumer Price Index shall be another index as determined by the Administrator that is reasonably comparable to the Consumer Price Index for the Riverside-San Bernardino -Ontario Area.

“Council means the City Council of the City acting as the legislative body of the CFD.

“County means the County of Riverside, California.

“Developed Property means all Parcels of Taxable Property: (i) that are included in a Final Map that was recorded prior to January 1 st preceding the Fiscal Year in which the Special Tax is being levied, and (ii) for which a Building Permit for new construction has been issued prior to April 1st preceding the Fiscal Year in which the Special Tax is being levied.

“Dwelling Unit or “(D/U) means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator.

“Exempt Property means any Parcel which is exempt from Special Taxes pursuant to Section E., below.

“Final Map means a subdivision of property by recordation of a n Assessor’s Parcel Map or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq .) or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual lots for which Building Permits may be issued without further subdivision.

“Fiscal Year means the 12 month period starting on July 1 of any calendar year and ending the following June 30.

“Land Use Class means any of the classes listed in Table 1 of Section C. below.

“Multifamily Residential Property means all Parcels of D eveloped Pro perty that consists of a building or buildings comprised of attached Dwelling Units available for rental by the general public, not for sale to an end user, and under common management.

“Non-Residential Property means all Parcels of Develope d Property f or which a Building Permit was issued, permitting the construction of one or more non -residential structures.

“Parcel(s) means a lot or parcel within the CFD shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number valid a s of July 1 st for the Fiscal Year for which the Special Tax is being levied.

“Property Owner’s Association Property means all Parcels which have been conveyed, dedicated to, or irrevocably offered for dedication to a property owner association, includin g any master or sub -association, prior to April 1 st preceding the Fiscal Year in which the Special Tax is being levied.

“Public Property means all Parcels which, as of April 1 st preceding the Fiscal Year in which the Special Tax is being levied, are (i) used for rights-of-way or any other purpose and is owned by, dedicated to, or irrevocably offered for dedication to the federal government, the State, the County, City or any other public agency, provided, however, that any property leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified accor ding to its use; or

(ii) encumbered by an unmanned utility easement making impractical its utilization for other than the purpose set forth in the easement.

“Residential Property means all Parcels of Developed Property for which a Building Permit has be en issued pe rmitting the construction of one or more residential Dwelling Units.

“Single Family Property means all Parcels of Residential Property, other than Multifamily Residential Property.

“Special Tax means the special tax to be levied in each F iscal Year on each Parcel of Taxable Property in accordance with Section D to fund the Special Tax Requirement.

“Special Tax Requirement means for each Fiscal Year, that amount required to: (i) pay the estimated cost of Special Tax Services for such Fi scal Year as determined by the City; (ii) fund the Special Tax Reserve Fund in an amount equal to the lesser of (a) 20% of the Special Tax Reserve Fund Requirement or (b) the amount needed to fund the Special Tax Reserve Fund up to the Special Tax Reserve Fund Requirement, (iii) pay Administrative Expenses; (iv) pay for the actual or anticipated shortfall due to Special Tax delinquencies in the current or prior Fiscal Year; and (v) less a credit for funds available to reduce the annual Special Tax levy as d etermined by the Administrator.

“Special Tax Reserve Fund means a fund to be used for capital replacement and maintenance costs related to the Special Tax Services.

“Special Tax Reserve Fund Requirement means an amount up to 150% of the anticipated annual cost of Special Tax Services of $276,459.00 for the Base Year. The Special Tax Reserve Fund Requirement shall be increased annually, commencing July 1, 202 5, based on the percentage increase in the Consumer Price Index with a maximum annual increase of six percent ( 6%) and a minimum annual increase of two percent (2%) of the amount in effect in the previous Fiscal Year.

“Special Tax Services means: (i) Streetlights maintenance including energy charges, operation, maintenance, and administrative cost s of streetlights located on Clay Street and interior street of Tract No. 37714 (Appaloosa Springs development) which are identified on the City approved Street Light Plans related to Tract No. 37714 A ppaloosa Springs; (ii) the maintenance of landscape and all landscaping mater ials such as turf, ground cover, shrub, trees, plants, irrigation and drainage systems, weed control and other abatements, sidewalks, City trails and fencing, monuments, lights, electricity, and related repair, replacement and inspect ion; as identified on the City approved CFD Landscape Plans for Tract No. 37714 CFD2022-001 for Clay Street CFD and for Interior Street CFD , including landscape within Clay Street media n; (iii) The in stallation or construction of any facilities which are a ppurtenant to any of the foregoing, or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris; (iv) The maintenance, administration and inspections of stormwater facil ities and BMPs including open space area drains, catch basins, open space areas, and any othe r NPDES/WQMP/BMP related devices shown on the street improvement plans and WQMP for Tract No. 37714; (v) The operation and

maintenance cost of traffic signals at t he intersections of Clay Str eet and Linares Avenue; (vi) The operation and maintenance cost and/or servicing of any of the foregoing; (vii) litter and graffiti removal on soundwalls and other amenities, plus normal painting as required within CFD boundarie s; and (v iii) a ll other services necessary or useful for, or in connection with, the au thorized services listed above, including, but not limited to, building a reserve fund for replacement. Inspection is inclusive of scheduling, travel time, visual inspection process and procedures, GPS location recording, reporting by device, annual report ing, visual inspection for functionality, vegetated as designed, irrigation is complete and in working order, noting any of the following: any deficiencies , erosion, trash, s ilt, sediment, structural deficiencies. Maintenance is inclusive of repair or repl acing any of the items noted as deficient or needing to be corrected to not be deficient. Administration is inclusive of quality assurance and control of i nspection and maintenance, general contract administration, including phone calls and procurement of goods and services.

“State means the State of California.

“Taxable Property means all Parcels within the boundary of the CFD pursuant to the Boundary Map which are not exempt from the Special Tax pursuant to Section E., below.

“Taxable Unit means either a Dwelling Unit or an Acre, as shown in Table 1.

“Undeveloped Property means all Parcels of Taxable Property not classified as Developed Propert y, Approved Propert y, Public Property or Property Owner’s Association Property.

B. ASSIGNMENT TO LAND USE CLASS

Each Fiscal Year, commencing with Fiscal Year 2024-2025, all Parcels of Taxable Property shall be classified as either Developed Property, Ap proved Property, Undeveloped Property, Public Property or Property Owner’s Association Property, and subject to the levy of Special Taxes in accordance with this Rate and Method of Apportionment as determined pursuant to Sections C. and D.

Parcels of De veloped Property sh all further be classified as Residential Property or Non-Residential Property. Pa rcels of Residential Property shall further be classified as Single Family Property or Multifamily Residential Property.

C. MAXIMUM SPECIAL TAX RATES

1. Developed Property

TABLE 1
Maximum Special Tax Rates for Developed
Property for Fiscal Year 2024-2025

(a) Increase in the Maximum Special Tax

(b) Multiple Land Use Classes

In some instances, a Parcel of Developed Property may contain more than one Land Use Class. The Maximum Special Tax that may be levied on such Parcel shall be the sum of the Maximum Special Tax that can be levied for each Land Use Class located on that Parcel. For a Parcel that contains more than one Land Use Class, the Acreage of such Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the sit e pl an approved for s uch Parcel. The Administrator’s allocation to each Land Use Class shall be final.

2. Approved Property

The Maximum Special Tax for each Parcel of Approved Property shall be equal to the product of the applicable Undeveloped Property Ma ximum Special Tax per Acre times the Acreage of such Parcel; provided, however, for a Parcel of Approved Property that is expected to become Single Family Property as reasonably determined by the Administrator based on the Final Map for such Parcel, the Maximum Special Tax fo r such Parcel of Approved Property shall be calculated pursuant to Section C.1 as if such Parcel were already designated as Single Family Property.

The Maximum Special Tax for Approved Property shall be increased annually, commencing July 1, 2025, based o n the percentage increase in the Consumer Price Index with a maximum annual incre ase of six percent (6%) and a minimum annual increase of two percent (2%) of the corresponding Maximum Special Tax in effect in the previous Fiscal Year.

3. Undeveloped Property

The Maximum Special Tax that may be levied and escalated for each Parcel classified as Undeveloped Property shall be $7,132.60 per Acre.

The Maximum Special Tax for Undeveloped Property shall be increased annually, commencing July 1, 2 025, based on the percentage increase in the Consumer Price Index with a maximum annual increas e of six percent (6%) and a minimum annual increase of two percent (2%) of the corresponding Maximum Special Tax in effect in the previous Fiscal Year.

4. Public Property and/or Property Owner’s Association Property

The Maximum Special Tax that may be le vied and escalated for each Parcel classified as Public Property and/or Property Owner’s Association Property shall be $0.00 per Acre. There shall be no lev y on Public Property and/or Property Owner’s Association Property.

D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX

Commencing with Fiscal Year 2024-2025 and for each following Fiscal Year, the Administrator shall levy the Special Tax on all Taxable Proper ty until the amount of Special Tax equals the Special Tax Requirement in accordance with the following steps:

First: The Special Tax shall be levied Proportionately on each Parcel of Developed Property at up to 100% of the applicable Maximum Special Tax as needed to satisfy the Special Tax Requirement;

Third: If additional moneys are needed to satisfy the Special Tax Requirement after the first two steps have been completed, the Special Tax shall be levied Proportionately on each Parcel of U ndeveloped Proper ty at up to 100% of the applicable Maximum Special Tax for Undeveloped Property.

E. EXEMPTIONS

The CFD shall not levy Special Taxes on Public Property and Property Owner’s Association Property within the CFD.

F. MANNER OF COLLECTION

The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes and shall be subject to the same penalt ies, the same procedure, sale and lien priority in the case of delinquency; provided, however, that the Administrator may directly bill the Special Tax, may collect Special Taxes at a different time or in a different manner if necessary to meet the financi al obligations of the CFD, and provided further that the CFD may covenant to foreclose and may actually foreclose on Parcels having delinquent Special Taxes as permitted by the Act.

G. APPEALS

Any taxpayer may file a written appeal of the Special Tax on his/her Parcel(s) with the Administrator, provided that the appellant is current in his/her payments of Special Taxes. During pendency of an appeal, all Spe cial Taxes must be paid on or before the payment due date established when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The Administrator shall review the appeal, meet with the appellant if the Administrator deems necessary, and advise the appellant of its determination. If the Administr ator agrees with the appellant, the Administrator shall grant a credit to eliminate or reduce future Special Taxes on the appellant’s Parcel(s). No refunds of previously paid Special Taxes shall be made.

The Administrator shall interpret this Rate and Me thod of Apportionment and make determinations relative to the annual levy and administration of the Special Tax and any taxpayer who appeals, as herein specified.

H. TERM OF THE SPECIAL TAX

The Special Tax shall be levied annually in perpetuity unless te rminated earlier by the City.

APPENDIX B

BOUNDARY MAP (Reduced)
CFD No. 2022-001 (APPALOOSA SPRINGS)

Page | 1

STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, PUBLIC WORKS DIRECTOR/ CITY ENGINEER
SUBJECT: AGENDA ITEM NO. 13.J

A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY

OF JURUPA VALLEY TO ESTABLISH CITY OF JURUPA VALLEY
COMMUNITY FACILITIES DISTRICT N O. PS 2022 -002 (PUBLIC

SAFETY, APPALOOSA SPRINGS ) AND TO AUTHORIZE THE LEVY OF

A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY COMMUNITY
FACILITIES DISTRICT N O. PS 2022 -002 (PUBLIC SAFETY,
APPALOOSA SPRINGS ); GENERALLY LOCATED WEST OF CLAY

STREET, EAST OF PEDLEY ROAD, AND SOUTH OF LIMONITE
AVENUE, TRACT NO. 37714

RECOMMENDATION
1) That the City Council adopt Resolution No. 2023-80, entitled:

A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY OF

JURUPA VALLEY TO ESTABLISH CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT N O. PS 2022 -002 (PUBLIC SAFETY, APPALOOSA

SPRINGS ) AND TO AUTHORIZE THE LEVY OF A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT N O. PS 2022-002 (PUBLIC SAFETY, APPALOOSA SPRINGS )

BACKGROUND
The State legislature enacted the Mello -Roos Act of 1982 (the “Act”) to assist public agencies in financing certain public services. The developer, DPFG, Inc., requested that the City assist them in forming a district for the City to mitigate public safety impacts created by the new developments within the Appaloosa Springs Specific Plan area.

The Mello-Roos Community Facilities Act of 1982 (the “Act”) authorizes the initiation of the establishment of community facilities districts upon receipt by the City of a petition

RETURN TO AGENDA
Page | 2

requesting institution of proceedings by owners of not less than 10% of the area of land proposed to be included within the district. The City has received the signed petition from the land owners.

The CFD boundary includes the area within the proposed subdivision known as Tract Map No. 37714, Appaloosa Springs. The subdivision will provide 254 new single family detached dwelling units. The CFD area is comprised of approximately 25.84 taxable acres within 67.38 acres. Non assessable areas within the boundary of the CFD include lots owned by the City and public agencies (JARPD), lots held by homeowners association s (HOA), and open spaces/habitat areas.

The CFD will set up a special tax to generally cover cost associated with providing law enforcement protection services, including but not limited to:
 The costs of contracting services.
 Equipment, vehicles, supplies.
 The salaries and benefits of City staff that directly provi de police protection services and other services as defined herein, respectively.  City overhead costs associated with providing such services within the District.  Services related thereto, including collection and accumulation of funds to pay for anticipated operating cost shortfalls.

ANALYSIS

Approval of the attached Resolution is required under the Act to levy a special tax and fund certain services. The attached Resolution declares the City Council’s intention t o form the proposed CFD No. PS 2022-002 (Public Safety, Appaloosa Springs ) and to authorize the levy of a special tax in accordance with the attached Rate and Method of Apportionment of Special Tax. The attached Resolution is the initial step for forming the CFD pursuant to the procedures pres cribed by the Act, which include holding a public hearing and submitting the format ion of the proposed CFD No. PS 2022-002 to the landowners at special election to be conducted by mailed ballot.

The base year (FY2024-2025) special tax was set in the following amount:

TAX A
SFR (D/U) $220.00
MFR (D/U) $180.00
Approved Property $100.00

These rates will increase based on the percentage increase in the Consumer Price Index, for Riverside-San Bernardino-Ontario area, with a maximum annual increase of 6% and a minimum annual increase of 2% of the Maximum Special Tax in effect in the previous fiscal year. The owners have filed a petit ion representing their willingness to move forward.

Page | 3

OTHER INFORMATION

 A public heari ng on this matter will take place on November 2, 2023 or as soon thereafter and at that time the Council will hear any testimony concerning the formation and take action to adopt the “Resolution of Formation.”  City Council approved Final Tract Map 37714 on July 27, 2023

FINANCIAL IMPACT

The individual property owners are responsible for the annual payments of special taxes.

The City will work with the County concerning the filing of the annual special tax to the County Auditor -Controller. The anticipated assessment at buildout at base year assessment is $184,306.

The property owner s posted a deposit with its application to form the CFD in order to cover City costs incurred in connection with the formation. Approval of this resolution does not in any way commit the City to any financial contribution or liability by the CFD.

The City’s cost to administer the CFD annually will be reimbursed through the special taxes charged to property owners.

The revenue and expense will be part of the City’s FY2024-2025 adopted budget and there are no additional fiscal impacts.

ALTERNATIVES

1. Take no action.

2. Provide staff with further direction.

**************************SIGNATURES ON FOLLOWING PAGE**************************

-1-

RESOLUTION NO. 2023-80

A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE

CITY OF JURUPA VALLEY , CALIFORNIA TO ESTABLISH CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2022- 002 (PUBLIC SAFETY, APPALOOSA SPRINGS) AND TO AUTHORIZE

THE LEVY OF A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY
COMMUNITY FACILITIES DISTRICT NO. PS 2022 -002 (PUBLIC

SAFETY, APPALOOSA SPRINGS)
RECITALS:

WHEREAS, this City Council (the “City Council”) of the City of Jurupa Valley (the “City”) has received a petition (the “Petition”) requesting the institution of proceedings , which is signed by the owner of the land proposed for inclusion in a proposed community facilities district (the “Owner”) and which meet the requirements of Sections 53318 and 53319 of the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Division 2 of Title 5 of the California Government Code (the “Act”); and
WHEREAS, the Act authorizes the City C ouncil to establish a community facilities district and to levy special taxes within that district; and
WHEREAS, in accordance with the request set for th in the Petition, the City Council desires to undertake proceedings to establish a community facilities district pursuant to the Act to finance certain services which are in addition to services currently provided in the territory of the proposed district and are necessary to meet increased demands place d upon the City as a result of the development of such land; and
WHEREAS, the City Council had previously initiated proceedings to establish a Community Facilities District 2022 -001 on July 6, 2023 (Resolution No. 2023 -50), and now declares such proceedings abandoned to be replaced by the proceedings now init iated and described in this resolution

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY:

1. Intention. The City Council hereby declares its intention to conduct proceedings for the formation of a community facilities district under the terms of the Act.

2. Name of District. The name of the proposed community facilities district is "City of Jurupa Valley Community Facilities District No. PS 2022-002 (Public Safety, Appaloosa Springs )" (the "District").

3. Boundaries of District . The exterior boundaries of the District are shown on the map now on file in the office of the City Clerk entitled “Boundary Map - Community Facilities District No. PS 2022-002 (Public Safety, Appaloosa Springs -2-

)” (the “Map”). The Map indicates by a bo undary line, the extent of the territory included in the proposed District and shall govern for all details as to the extent of the District. On the original and one copy of the Map, the City Clerk shall endorse the certificate evidencing the date and adoption of this Resolution. The City Clerk shall file the original of the Map in her office and, within fifteen days after the adoption of this Resolution, the City Clerk shall file a copy of the Map so endorsed in the records of the County Recorder, County of Riverside, State of California, and in any event this Map shall be filed no later than fifteen days before the public hearing specified in Section 6 below.

4. Services. The type of services proposed to be provided within the District and to be financed u nder the Act shall consist of those set forth on Exhibit "A" (the "Services"), attached hereto and incorporated herein by reference. The Services are in addition to services currently provided in the District and are necessary to meet increased demands placed upon the City as a result of the development occurring in the District.

5. Special Tax.
a. Except where funds are otherwise available to pay for the Services, it is the intention of the City Council, commencing Fiscal Year 2024-2025, to levy annually in accordance with procedures contained in the Act a special tax (the "Special Tax") within the District sufficient to pay for the costs thereof, including incidental expenses. The types of incidental expenses proposed to be incurred are set forth in Exhibit “B.” The Special Tax will be secured by recordation of a continuing lien against all non -exempt real property in the District and will be collected in the same manner as ordinary ad valorem property taxes are collected, or in such other manner as may be provided by the City Council including, without limitation, direct billing of the affected property owner, and shall be subject to the same penalties, procedure, sale and lien priority in case of delinquency as applicable for ad valorem property taxes. In the first year in which the Special Tax is levied, the levy shall include a sum sufficient to repay to the City all amounts, if any, transferred to the District pursuant to Section 53314 of the Act and interest thereon.
b. The proposed Rate and Method of Appo rtionment of the Special Tax (the “Rate and Method”) among parcels of real property in the District, in sufficient detail to allow each resident or landowner within the proposed District to estimate the maximum amount such resident or owner will have to pay, is shown in Exhibit "C," attached hereto and incorporated herein by reference. The City Council hereby determines the Rate and Method set forth in Exhibit “C” to be reasonable.

soon thereafter as practicable, at the chambers of the City Council of the City of Jurupa Valley, 8930 Limonite, Jurupa Valley, California 9 2509. At the Hearing, any interested person or taxpayer, including all persons owning lands or registered to vote within the proposed District, may appear and be heard.

Such Notice shall be substantially in the form specified in Section 53222 of the Act.

Publication of the Notice shall be completed at least seven days prior to the date of the Hearing.

12. Exemptions from Special Tax . Except as may oth erwise be provided in Exhibit “C” hereto or by law, all lands owned by any public entity, including the United States, the State of California and/or the City, or any departments or political subdivisions thereof, shall be omitted from the levy of the Special Tax to be made to cover the costs and expenses of the Services. In addition, reference is hereby -4-

made to Exhibit “C” for a description of other lands which shall be omitted from the levy of the Special Tax.

13. Election to Perform Work . Pursuant to 53329.5(c) of the Act, the City Council finds that, in its opinion, the public interest will not be served by allowing property owners in the District to enter into a contract pursuant to Section 53329.5(a) PASSED, APPROVED AND ADOPTED by the City Council of the City of Jurupa Valley on this 21st day of September 2023.

Chris Barajas
Mayor

ATTEST:

Victoria Wasko
City Clerk

-5-

CERTIFICATION

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

CITY OF JURUPA VALLEY )

I, Victoria Wasko, City Clerk of the City of Jurupa Valley, do hereby certify that the foregoing Resolution No. 2023-80 was duly passed and adopted at a meeting of the City Council of the City of Jurupa Valley on the 21st day of September 2023 by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Jurupa Valley, California, this 21st day of September 2023.

Victoria Wasko, City Clerk
City of Jurupa Valley

A-1
EXHIBIT "A"

DESCRIPTION OF SERVICES
Authorized Services for the Special Tax shall be the following:

The cost associated with providing law enforcement services, including but not limited to:
 The costs of contracting services, equipment, vehicles, supplies;  The salaries and benefits of City staff that directly provide law enforcement services;
 City overhead costs associated with providing such services within the District; and  All other services necessary or useful for , or in connection with, the authorized services listed above, including building a reserve fund for replacement and maintenance and for anticipated operating cost shortfalls.

B-1

EXHIBIT "B"

INCIDENTAL EXPENSES

The following incidental expenses are examples o f those that may be incurred in the formation of the District: engineering services, publishing, mailing and posting of notices, governmental notification and filing costs, Election costs, and charges and fees of the City other than those waived.

The follo wing incidental expenses are examples of those that may be incurred in each annual Special Tax levy: necessary consultant costs, costs of posting and collecting the special taxes, and administrative costs of the City related to each annual Special Tax levy.

C-1

EXHIBIT “C”

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX

(Please see attached)

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. PS 2022-002 (PUBLIC SAFETY,

APPALOOSA SPRINGS ) OF THE CITY OF JURUPA VALLEY, COUNTY OF

RIVERSIDE

STATE OF CALIFORNIA

The amount of Special Tax to be levied on a Parcel in each Fiscal Year, commencing in Fiscal Year 2024- 2025, shall be determined by the City Council of the City of Jurupa Valley, acting in its capacity as the legislative body of the CFD by applying the appropriate Special Tax as set for th in Sections B ., C., and D., be low. All of the real property within the CFD, unless exempted by law or by the provisions of Section E. below, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS

The terms hereinafter set forth have the following meanings:

“Acre or Acreage” means the land area of a Parcel as indicated on the most recent Assessor’s Parcel Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area shown on the applicable Final Map, condominium plan, or other recorded County map or the land area calculated to the reasonable satisfaction of the Administrator using the boundaries set forth on such map or pla n. The square footage of a Parcel is equal to the Acreage of such Parcel multiplied by 43,560.

“Act” means the Mello- Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the S tate of California.

“Administrative Expenses” means all actual or reasonably es timated costs and expenses of the City that are chargeable or allocable to carry out its duties as the administrator of the CFD as allowed by the Act, which shall include wit hout limitation, all costs and expenses arising out of or resulting from the annual levy and collection of the Special Tax (whether by the City or designee thereof or both), any litigation or appeal involving the CFD, and other administrative expenses of the City or designee thereof, or both, directly related to the CFD. Administrative Expenses shall al so include amounts estimated or advanced by the City or CFD for attorney’s fees and other costs related to commencing and pursuing to completion any foreclos ure as a result of delinquent Special Taxes.

“Administrator” means an offici al of th e City, or d esignee thereof, responsible for determining the annual amount of the levy and collection of the Special Taxes.

“Approved Property” means all Parcels of Taxable Property: (i) that are included in a Final Map that was recorded prior to the January 1
st preceding the Fiscal Year in which

the Special Tax is being levied, and (ii) that have not been issued a Building Permit prior to the April 1st preceding the Fiscal Year in which the Special Tax is being levied.

“Assessor” means the Assessor of the County.

“Assessor’s Parcel Map ” means an official map of the Assessor of the County designating Parcels by Assessor’s Parcel Number.

“Assessor’s Parcel Number ” means the number assigned to a lot or Parcel for purposes of identification as determined from an Assessor Parcel Map or the applicable assessment roll.

“Base Year” means the Fiscal Year ending June 30, 2025.

“Boundary Map” means a recorded map of the CFD which indicates by a boundar y line the extent of the territory identified to be subject to the levy of Special Taxes.

"Building Permit" means the first legal document issued by a local agency giving official permission for new construction. For purposes of this definition, "Building Permit" shall not in clude any subsequent Building Permits issued or changed after the first issuance.

“CFD” means Community Facilities District No. PS 2022 -002 (Public Safety, Appaloosa Springs) of the City of Jurupa Valley.

“City” means the City of Jurupa Valley, California.

“Consumer P rice Inde x” means the Consumer Price Index published by the U.S.

Bureau of Labor Statistic for “All Urban Consumers in the Riverside -San Bernardino- Ontario Area, measured as of the month of Ap ril in the Calendar Year which ends in the previous Fiscal Y ear. In the event this ind ex ceases to be published, the Consumer Price Index shall be another index as determined by the Administrator that is reasonably comparable to the Consumer Price Index f or the Riverside -San Bernardino- Ontario Area.

“Council” means the City Council of th e City acting as the legislative body of the CFD.

“County” means the County of Riverside, California.

“Developed Property” means all Parcels of Taxable Property: ( i) that are included in a Final M ap that was recorded prior to January 1
st preceding the Fiscal Year in which
the Special Tax is being levied, and (ii) for which a Building Permit for new construction has been issued prior to April 1
st preceding the Fiscal Year in which the Special Tax is being levied.

“Dwelling Unit” or “(D/U) ” means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator.

“Exempt Property” means any Parcel w hich is exempt from Special Taxes pursuant to Section E., below.

“Final Map” means a subdivision of property by recordation of a n Assessor’s Parcel Map or lot line adjustment, pursuant to the Subdivis ion Map Act (California Government Code Section 66410 et seq.) or recordation of a condomini um plan pursuant t o California Civil Code 1352 that creates individual lots for which Building Permits may be issued without further subdivision.

“Fiscal Year” means the 12 month period starting on July 1 of any calendar year and ending the following June 30.

“Incidental Expenses” means the costs associated with formation of the District, determination of the amount of the Special Tax, collection of the Special Tax, payment of the Special Tax, costs incurred in order to carry out the authorized purpos es of the District, and the costs of engineering, inspecting, coordinating, completing, planning and designing the Services, including the costs of any environmental evaluations.

“Land Use Class” means any of the classes listed in Table 1 of Section C. below.

“Maximum S pecial Tax ” means for each P arcel in each Fiscal Year, the greatest amount of Special Tax, determined in accordance with Section C, below, which may be levied on such Parcel in such Fiscal Year

“Multifamily Residential Property ” means all Parcels of Deve loped Pro perty that consists of a building or buildings comprised of attached Dwelling Units available for rental by the general public, not for sale to an end user, and under common management.

“Non-Residential Property ” means all Parcels of Develop ed Property for which a Building Permit was issued, permitting the construction of one or more non- residential structures.

“Parcel(s)” means a lot or parcel within the CFD shown on an Assessor’s P arcel Map with an assigned Assess or’s Parcel Number valid as of July 1 st for the Fiscal Year for
which the Special Tax is being levied.

“Property Owner’s Association Property ” means all Parcels which h ave been conveyed, dedicated to, or irrevocably offered for dedication to a property owner association, includin g any mas ter or sub- association, prior to April 1st preceding the Fiscal Year in which the Special Tax is being levied.

“Proportionately” means for Parcels of Taxable Property that are (i) Sing le Family Property, that the rati o of t he actual Special Tax levy to Maximum Special Tax is the same for all Parcels of Single Family Property, (ii) Multifamily Residential Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Multifamily Residential Property, and (iii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Approved Property.

“Public Property” means all Parcels which, as of April 1st preceding the Fiscal Year in which the Special Tax is being levied, are (i) used for rights-of-way or any other purpose and is owned by, dedicated to, or irrevocably offered for ded ication to the federal government, the State, the County, City or any other public ag ency, provided, however, that any property leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and class ified according to its use; or (ii) encumbered by an unmanned utility easement making imprac tical its utilizat ion for other than the purpose set forth in the easement.

“Residential Property” means all Parcels of Developed Property for which a Building Permit has been issued permitting the construction of one or more residential Dwelling Units.

“Single Family P roperty” means all Parcels o f Residential Property, other than Multifamily Residential Property.

“Special Tax(es) ” means the Special Tax to be levied in each Fiscal Year on each Parcel of Taxable Property in accordance with Section D.

“Special Tax Req uirement” means for each Fiscal Year, that amount required to: (i) pay the estimated cost of Special Tax Services for such Fiscal Year as determi ned by the City; (ii) pay amount required to establish or replenish any reserv e fund established in connection with the CFD, (iii) pay Admin istrative Expenses; (iv) pay for the actual or anticipated shortfall due to Special Tax delinquencies in the current or prior Fiscal Year; and (v) less a credit for funds available to reduce the annual Special Tax levy as determined by the Administrator.

“Special Tax Services” means t he cost associat ed with providing law enforcement services, including but not limited t o (i) the cost s of contracting services, (ii) equipment, vehicles, supplies, (i ii) the salaries and benefits of City staff that directly pr ovide law enforcement services, (iv) City overhead costs associated with providing such services within the District , (v) all other services necessary or useful for, or in connection with, the authorized services listed above, including building a reserve fund for replacement and maintenance and for anticipated operating cost shortfalls , and (vi ) Incidental Expenses.

“State” means the State of California.

“Taxable Property” means all Parcels within the boundary of the CFD pursuant to the Boundary Map w hich are not exempt from the Special Tax pursuant to Section E., below.

“Taxable Unit” means either a Dwelling Unit or an Acre, as shown in Table 1.

“Undeveloped Property ” means all Parcels of Taxable P roperty not classi fied as Developed Prop erty, Ap proved Property, Public P roperty or Property Owner’s Association Property.

B. ASSIGNMENT TO LAND USE CLASS

Each Fi scal Year, commencing with Fiscal Year 2024- 2025, all Parcels of Taxable Property shall be c lassified as either D eveloped Property, Approved Property, Undeveloped Property, Public Property or Property Owner’s Association Property, and subject to the levy of Special Taxes in accordance with this Rate and Method of Apportionment as determined pursuant to Sections C. and D.

Parcels of Developed Property shall further be classified as Residential Property or Non-Residential Property. Par cels of Residential Property shall further be classified as Single Family Property or Multifamily Residential Property.

C. MAXIMUM SPECIAL TAX RATES

1. Developed Property

The Maximum Special Tax that may be levied and escalated, as explained further in Section C.1. (a) below , in any Fiscal Year for each Parcel classified as Developed Property shall be determined by reference to Table 1 below.

TABLE 1
Maximum Special Tax Rates for Developed
Property for Fiscal Year 2024-2025

Land
Use
Class
Description Taxable
Unit
Maximum
Special Tax per
Taxable Unit
1 Single Family Residential Property
D/U
Dwelling
Unit $ 220.00
2 Multifamily Residential Property
Dwelling
Unit $ 180.00

(a) Increase in the Maximum Special Tax

On each July 1, following the Base Year, the Maximum Special Tax, identified in Table 1, above, shall be increased annually, commencing July 1, 2025 , based on the percentage increase in the Consumer Price Index with a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) of the Maximum Special Tax in effect in the previous Fiscal Year.

(b) Multiple Land Use Classes

Use Class, the Acreage of such Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such P arcel. The Administrator’s allocation to each Land Use Class shall be final.

2. Approved Property

The M aximum Special Tax that may be levied and escalated, as explained further in Section C. 2. (a) below, in any Fiscal Year for each P arcel classified as Approved Property shall be determined by reference to Table 2 below.

TABLE 2
Maximum Special Tax Rates for Approved
Property for Fiscal Year 2024-2025

Land
Use
Class
Description Taxable
Unit
Maximum
Special Tax per
Taxable Unit
3 Approved Property Lot $ 100.00

(a) Increase in the Maximum Special Tax

On each July 1, following t he Base Year, the Maximum Special Tax, identified in Table 1, above, shall be increased annually, commencing July 1, 2025 , based on the percentage inc rease in the Consumer Price I ndex w ith a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) of the Maximum Special Tax in effect in the previous Fiscal Year.

3. Undeveloped Property

No Special Tax shall be levied on Undeveloped Property.

D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX

Commencing with Fiscal Year 2024- 2025 and for each following Fiscal Year, the Administrator shall levy the Special Tax on all Taxable Property until the amount of Special Tax equals the Special Tax Requir ement in ac cordance with the following steps:

First: The S pecial Tax shall be levied Proportionately on each Parcel of Developed Property at up to 100% of the applicable Maximum Special Tax as needed to satisfy the Special Tax Requirement; and

Second: If additional moneys are needed to satisfy the Special Tax Requirement after the first step has been completed, the Special Tax shall be levi ed

Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Spec ial Tax for Approved Proper ty. N otwithstanding the forgo ing sentence, no Special Tax s hall be levied on Approved Property to fund items (ii) and (iii) of the Special Tax Requirement.

E. EXEMPTIONS

The CFD shall not levy Special Taxes on Public Property and Property Owner’s Association Property within the CFD. Exempt Property status will be assigned by the Administrator in the chronological order in which Parcels becomes Public Property and/or Property Owner’s Association Property. Parcels which cannot be classified as Exempt wi ll continue to be classified as Taxable Property, and will c ontinue to be subject to Special Taxes accordingly.

F. MANNER OF COLLECTION

The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes and sha ll be subject to the same p enalties, the same procedure, sale and lien priority in the case of delinquency; provided, however, that the Administrator may directly bill t he Special Tax, may collect Special Taxes at a different time or in a different mann er if necessary to meet the financial obligations of the CFD, and provided further that the CFD may covenant to foreclose and may actually foreclose on Parcels having delinquent Special Taxes as permitted by the Act.

G. APPEALS

Any taxpayer may file a wr itten appeal of the Special Ta x on his/her Parcel(s) with the Administrator, provided that the appellant is current in his/her payments of Special Taxes. During pendency of an appeal, all Special Taxes must be paid on or before the payment due date establ ished when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The Administrator shall review the appeal, meet with the appellant if the Administrator deems necessary, and advise the appellant of i ts determination. If the Administrator agrees with the appel lant, the Administrator shall grant a credit to eliminate or reduce future Special Taxes on the appellant’s Parcel(s). No refunds of previously paid Special Taxes shall be made.

The Administrat or shall in terpret this Rate and Method of Apportionment and make determinations relative to the annual levy and administration of the Spec ial Tax and any taxpayer who appeals, as herein specified.

H. TERM OF THE SPECIAL TAX

The Special Tax shall be levi ed annually in perpetuity unless terminated earlier by the City.

SEPTEMBER 2023

CITY OF JURUPA VALLEY
ENGINEER’S REPORT FOR

CITY OF JURUPA VALLEY

COMMUNITY FACILITIES
DISTRICT NO. PS 2022-002
CFD NO. PS 2022-002
(PUBLIC SAFETY, APPALOOSA SPRINGS)
Prepared By:

HR Green Pacific
1260 Corona Pointe Court, Suite 305
855.900.4742

www.hrgreen.com

1 Table of Contents

INTRODUCTION ..................................................................................................................... 2 DESCRIPTION OF SERVICES ..................................................................................................... 3 GENERAL DESCRIPTION ................................ ................................ ................................ ..................3 INCIDENTALS ................................ ................................ ................................ ................................ .3 COST ESTIMATE ..................................................................................................................... 4 INCIDENTAL EXPENSES ................................ ................................ ................................ ...................4 RATES AND METHOD OF APPORTIONMENT OF SPECIAL TAX .................................................. 5 PROPOSED BOUNDARIES ....................................................................................................... 6

Appendix A
RATES AND METHOD OF APPORTION MENT OF SPECIAL TAXES FOR CFD NO. 2022- 002 (PUBLIC SAFETY, APPALOOSA SPRINGS)
Appendix B
BOUNDARY MAP (REDUCED COPY) FOR CFD NO. PS 2022-002 (PUBLIC SAFETY,

APPALOOSA SPRINGS)

2 COMMUNITY FACILITIES DISTRICT REPORT
FOR
CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2022-002 (PUBLIC SAFETY, APPALOOSA SPRINGS)

INTRODUCTION

WHEREAS, the City Council of the CITY OF JURUPA VALLEY, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA (“City Council”), did, pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended, be ing Chapter 2.5 of Division 2 of title 5 of the California Government Cod e (“Act”) on September 21 , 202 3, adopt Resolution No. 2023-___ (“Resolution”) ordering the preparation and filing of a written Report for a proposed Community Facilities District (“Repo rt”). This Community Fa cilities Distr ict shall be referred to as COMMUNITY FACILITIES DISTRICT NO. PS 202 2-002 (PUBLIC SAFETY, APPALOOSA SPRINGS) CITY OF JURUPA VALLEY (CFD) a nd (C FD NO. PS 2022 -002, PUBLIC SAFETY, APPALOOSA SPRINGS); and,

WHEREAS, The Resolution ordering said Report, did direct that the Report generally contain the following:

• A brief description of the services by type proposed to be financed by the CFD whic h will adequately meet the needs of the CFD; and
• An estimate of the costs of providing such services, i ncluding the incidental expenses, to be incurred in connection with the CFD;

NOW, THEREFORE, the undersigned, the responsible officer or person directed to prepare the Report, pursuant to the provisions of the Act, does hereby submit the following Report.

A Community Facilities District may provide for financing of certain public services, which are necessary to meet increased demands placed upon local a gencies as a result of dev elopment or rehabilitation occurring with the CFD.

The following Report contains the description of CFD NO. PS 2022-002 boundaries, description of services, and the financial analysis for CFD NO. PS 2022-002.

Steve Loriso, R.C.E. 64701

3 DESCRIPTION OF SERVICES

GENERAL DESCRIPTION

A general description of the proposed services, pursuant to the terms stated in Exhibit “A” of the Resolution, is as follows:

The cost associated with providing law enforcement services, including but not limited to (i) The costs of contracting services,
(ii) Equipment, vehicles, supplies,
(iii) The salaries and benef its of City staff that directly provide law enforcement services,
(iv) City overhead costs associated with providing such services within the District, (v) All other services necessary or useful for, or in connection with, the authorized services listed above, i ncluding building a reserve fund for replacement and maintenance and for anticipated operating cost shortfalls, and (vi) Incidental Expenses.

INCIDENTALS

All other services necessary or useful for, or in connection with, the authorized services li sted above, including, but not limited to, building a reserve fund fo r replacement. Refer to Appendix A, Rate and Method of Apportionment, for details.

The services listed herein are representative of the types of services authorized to be financed by Community Facilities District NO. PS 2022-002 (PUBLIC SAFETY, APPALOOSA SPRINGS).

Detailed scope and limits of specific projects will be determined as appr opriate, consistent with the standard s of CITY OF JURUPA VALLEY . Addition, deletion or modif ication of descriptions of the services may be made consistent with the requirements of the City Council of the CITY OF JURUPA VALLEY , the Community Facilities Dis trict NO. PS 2022 -002 (PUBLIC SAFETY, APPALOOSA SPRINGS), and the Act.

4 COST ESTIMATE

According to the City, the funds r equired to fun d the impacts of the development (within the District bo undaries) on law enforcement services is more or les s equiv alent to the amounts shown in the table below:

Land
Use
Class
Description Taxable
Unit
Maximum
Special Tax per
Taxable Unit
1 Single Family Residential Property
D/U
Dwelling
Unit $ 220.00
2 Multifamily Residential Property
Dwelling
Unit $ 180.00

The development known as APPALOOSA SPRINGS approved as Tentative Tract Map No. 37714, which o utlines the boundaries of this CFD, is anticipated to provide 254 single family residential units at buil dout. The anticipated assessment at buildout at current cond itions is $55,880.

INCIDENTAL EXPENSES
Pursuant to Section 53340 of the Ac t, the proceeds of any special tax levied and collected by CFD NO. PS 2022-002 (PUBLIC SAFETY, APPALOOSA SPRINGS) may be used only to pay for the cost of providing services and incidental expenses. As defined by the Act, incidental expenses include, but are not limited to, the annual costs associated with determination of the amount of special taxes, collection of special taxes, payment of sp ecial taxes, or costs otherwi se incurred in order to carry out the authorized purposes of the community facilities district. This amount shall be increased based upon the percentage change in the Consumer Price Index, with a maximum annual increase of six percent (6%) and a minimum i ncrease of two percent (2%) of the Maximum Special Tax in effect in the previous Fiscal Year.

The cos t of th e Services shall include incidental expenses, including costs associated with formation of the District, determination of the amount of the Special Tax, collection of the Special Tax, paym ent of the Special Tax, costs incurred in order to carry out the aut horized purposes of the District, and the costs of engineering, inspecting, coordinating, completing, planning and designing the Services, including the costs of environmental evaluations.

The following incidental expenses are examples of those that may be incurred in the formation of the District: engineering services, publishing, mailing and posting of notices, governmental notification and filing costs, election costs, and charges and f ees of the City other than those waived.

The following incide ntal ex penses are examples of those that may be incurred in each annual Special Tax levy: necessary consultant costs, costs o f posting and collecting the special taxes, and administrative costs o f the City related to each annual Special Tax levy.

5 RATES AND METHOD OF APPORTIONMENT OF SPECIAL
TAX

The Rate and Method of A pportionment of the special tax is attached hereto as Appe ndix A (the “Rate and Method of Apportionment”). The special tax will be collected in the same manner and at the same time as ad va lorem property taxes and subject to the same penalties and provisions; however, the special tax may be collected at a different time or in a different manner if necessary for CFD NO. PS 2022 -002 (PUBLIC SAFETY, APPALOOSA SPRINGS) to meet its financial obligations as permitted by the Act.

All of the property located within CFD NO. PS 2022 -002 (PUBLIC SAFETY, APPALOOSA SPRINGS), unles s exempt by law or by th e special tax proposed for CFD NO. PS 2022 -002 (PUBLIC SAFETY, APPALOOSA SPRINGS ), shall be taxed fo r the purpose of providing necessary services to the CFD. Pursuant to Section 53325.3 of the Act, the tax imposed “is a special tax and not a special assessment, and there is no requirement that the tax be apportioned on the basis of benefit to any proper ty.” The special t ax may be based on benefit received by property, the cost of maintaining facilities or authorized services available or other reaso nable basis as determined by the Council, although the special t ax may not be apportioned on an ad valorem basis pursuant to Article XIIIA of the California Constitution.

The special tax for the CFD was established generally relying on building square foo tage, net taxable acreage, land use type, types of services, square footage of services areas, groundcover, shrubs, and trees, and plant material expected to be included within the CFD, and estimated costs to maintain which were p rovided by the developer(s ) of t he APPALOOSA SPRINGS development (Tract No. 37714). Data used for estimates o n this report were not in dependently verified by the report preparer, HR Green Pacific. HR Green Pacific disclaims responsibility for the impact of inaccurate data, if any, provid ed by the developer on the exhibits and plans and on the Rate and Method of Apportionment for CFD NO. PS 2022 -002 (PUBLIC SAFETY, APPALOOSA SPRINGS).

It is my opinion that the special tax rate and method of apportionment, as above set forth, is fair and reasonable.

September 21, 2023.

Steve Loriso, R.C.E. 64701

6 PROPOSED BOUNDARIES

The proposed bo undaries of CFD No. PS 2022-002 (PUBLIC SAFETY, APPALOOSA SPRINGS) are those properties and parcels for which special taxes may be levied to pay for the costs and expenses of the services described above. The proposed District boundaries as of Fiscal Year 2024-2025 include the following assessors parcel number(s):

163-400-001
163-400-052

A reduced scale map showing the boundaries of the CFD is provided as Appendix B. A full-scale map is on file with th e City Clerk of the City of Jurupa Valley and was recorded with Riverside County Recorder’s Office.

APPENDIX A

RATE AND METHOD OF APPORTIONMENT

OF SPECIAL TAXES FOR
CFD NO. PS 2022-002 (PUBLIC SAFETY, APPALOOSA

SPRINGS)

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. PS 2022-002 (PUBLIC SAFETY,

APPALOOSA SPRINGS ) OF THE CITY OF JURUPA VALLEY, COUNTY OF

RIVERSIDE

STATE OF CALIFORNIA

The amount of Special Tax to be levied on a Parcel in each Fiscal Year, commencing in Fiscal Year 2024 -2025, shall be determined by the City Council of the City of Jurupa Valley, acting in its capacity as the legislative body of the CFD by applying the appropriate Special Tax as set for th in Section s B., C., and D., be low. All of the real property within the CFD, unless exempted by law or by the provisions of Section E. below, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS

The terms hereinafter set forth have the following meanings:

“Acre or Acreage” means the land area of a Parcel as indicated on the most recent Assessor’s Parcel Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area shown on the applicabl e Final Map, condominium plan, or other recorded County map or the land area calculated to the reasonable satisfaction of the Administrator using the boundaries set forth on such map or pla n. The square footage of a Parcel is equal to the Acreage of such Parcel multiplied by 43,560.

“Act” means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the S tate of California.

“Administrative Expenses ” means all actual o r reasonably estimated costs and expenses of the City that are chargeable or allocable to carry out its duties as the administrator of the CFD as allowed by the Act, which shall include wit hout limitation, all costs and expenses arising out of or resulting from the annual levy and collection of the Special Tax (whether by the City or designee thereof or both), any litigation or appeal involving the CFD, and other administrative expenses of t he City or designee thereof, or both, directly related to the CFD. Administrative Expenses shall al so include amounts estimated or advanced by the City or CFD for attorney’s fees and other costs related to commencing and pursuing to completion any foreclo sure as a result of delinquent Special Taxes.

“Administrator” means an offici al of th e City, or d esignee thereof, responsible for determining the annual amount of the levy and collection of the Special Taxes.

“Approved Property” means all Parcels of Taxable Property: (i) that are included in a Final Map that was recorded prior to the January 1st preceding the Fiscal Year in which

the Special Tax is being levied, and (ii) that have not been issued a Building Permit prior to the April 1st preceding the Fiscal Year in which the Special Tax is being levied.

“Assessor” means the Assessor of the County.

“Assessor’s Parcel Map ” means an official map of the Assessor of the County designating Parcels by Assessor’s Parcel Number.

“Assessor’s Parcel Number ” means the number assigned to a lot o r Parcel for purposes of identification as determined from an Assessor Parcel Map or the applicable assessment roll.

“Base Year” means the Fiscal Year ending June 30, 2025.

“Boundary Map” means a recorded ma p of the CFD which indicates by a boundar y line the extent of the territory identified to be subject to the levy of Special Taxes.

"Building Permit" means the first legal document issued by a local agency giving official permission for new construction. For purposes of this definition, "Buildin g Permit" shall not in clude any subsequent Building Permits issued or changed after the first issuance.

“CFD” means Community Facilities District No. PS 2022 -002 (Public Safety, Appaloosa Springs) of the City of Jurupa Valley.

“City” means the City of Jurupa Valley, California.

“Consumer P rice Inde x” means the Con sumer Price Index published by the U.S.

Bureau of Labor Statistic for “All Urban Consumers in the Riverside-San Bernardino- Ontario Area, measured as of the month of April in the Calendar Year which ends in the previous Fisca l Y ear. In the event this ind ex ceases to be published, the Consumer Price Index shall be another index as determined by the Administrator that is reasonably comparable to the Consumer Price Index f or the Riverside-San Bernardino -Ontario Area.

“Council” means the City Council of th e City acting as the legislative body of the CFD.

“County” means the County of Riverside, California.

“Developed Property” means all Parcels of Taxable Property: ( i) that are included in a Final M ap that was recorded prior to January 1 st preceding the Fiscal Year in which the Special Tax is being levied, and (ii) for which a Building Permit for new construction has been issued prior to April 1 st preceding the Fiscal Year in which the Special Tax is being levied.

“Dwelling Unit” or “(D/U) ” means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator.

“Exempt Property” means any Parcel w hich is exempt from Special Taxes pursuant to Section E., below.

“Final Map” means a subdivision of property by recordation of a n Assessor’s Parcel Map or lot line adjustment, pursuant to the Subdivis ion Map Act (California Government Code Section 66410 et seq .) or recordation of a con dominium plan pursuant t o California Civil Code 1352 that creates individual lots for which Building Permits may be issued without further subdivision.

“Fiscal Year” means the 12 month period starting on July 1 of any calendar year and ending the following June 30.

“Incidental Expenses” means the costs associated with formation of the District, determination of the amount of the Special Tax, collection of the Special Tax, payment of the Special Tax, costs incurred in o rder to carry out the authorized purposes of the District, and the costs of engineering, inspecting, coordinating, completing, planning and designing the Services, including the costs of any environmental evaluations.

“Land Use Class” means any of the classes listed in Table 1 of Section C. below.

“Multifamily Residential Property ” means all Parcels of D eveloped Pro perty that consists of a building or buildings comprised of attached Dwelling Units available for rental by the general public, not fo r sale to an end user, and under common management.

“Non-Residential Property ” means all Parcels of Develop ed Property for which a Building Permit was issued, permitting the construction of one or more non -residential structures.

“Parcel(s)” means a lot or parcel within the CFD shown on an Assessor’s P arcel Map with an assigned Assess or’s Parcel Number valid as of July 1st for the Fiscal Year for which the Special Tax is being levied.

“Property Owner’s Association Property ” means all Parcels which have been conveyed, dedicated to, or irrevocably offe red for dedication to a property owner association, inclu ding any mas ter or sub -association, prior to April 1st preceding the Fiscal Year in which the Special Tax is being levied.

“Proportionately” means for Parcels of Taxable Property that are (i) Single Family Property, that the rati o of t he actual Special Tax levy to Maximum Special Ta x is the same for all Parcels of Single Family Property, (ii) Multifamily Residential Property, that the ratio of th e actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Multifamily Residential Property, and (iii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Approved Property.

“Public Property” means all Parcels which, as of April 1st preceding the Fiscal Year in which the Special Tax is being levied, are (i) used for rights-of-way or any other purpose and is owned by, dedicated to, or irrevocably offered for de dication to the federal government, the State, the Co unty, City or any other public ag ency, provided, however, that any pr operty leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and class ified according to its use; or (ii) encumbered by an unmanned utility easement making impractical its utilizat ion for other than the purpose set forth in the easement.

“Residential Property” means all Parcels of Developed Property for which a Building Permit has been issued permitting the construction of one or more residential Dwelling Units.

“Single Family P roperty” means all Parcels o f Residential Property, other than Multifamily Residential Property.

“Special Tax (es)” means the Special Tax to be levied in each Fiscal Year on each Parcel of Taxable Property in accordance with Section D.

“Special Tax Req uirement” means for each Fisca l Year, that amount required to: (i) pay the estimated cost of Special Tax Services for such Fiscal Year as determi ned by the City; (ii) pay amount required to establish or replenish any reserv e fund established in connection with the CF D, (iii) pay Admin istrative Expenses; (iv) pay for the actual or anticipated shortfall due to Special Tax delinquencies in the current or prior Fiscal Year; and (v) less a credit for funds available to reduce the annual Specia l Tax levy as determined by the Administrator.

“Special Tax Services” means t he cost associat ed with providing law enforcement services, including but not limited to (i) the cost s of contracting services, (ii) equipment, vehicles, supplies, (i ii) the sala ries and benefits of City staf f that directly pr ovide law enforcement services, ( iv) City over head costs associated with provid ing such services within the District , (v) all other services necessary or useful for, or in connection with, the authorized services listed above, including building a reserve fund for replacement and maintenance and for a nticipated operating cost shortfa lls, and (vi ) Incidental Expenses.

“State” means the State of California.

“Taxable Property” means all Parcels within the boundary of the CFD pursuant to the Boundary Map w hich are not exempt from the Special Tax pursuant to Section E., below.

“Taxable Unit” means either a Dwelling Unit or an Acre, as shown in Table 1.

“Undeveloped Property ” means all Parcels of Taxable P roperty not classi fied as Developed Prop erty, Ap proved Property, Public P roperty or Property Owner’s Association Property.

B. ASSIGNMENT TO LAND USE CLASS

Each Fi scal Year, commencing with Fiscal Year 2024 -2025, all Parcels of Taxable Property shall be c lassified as eithe r D eveloped Property, Approved Property, Undeveloped Property, Public Property or Property Owner’s Association Property, and subject to the levy of Special Taxes in accordance with this Rate and Method of Apportionment as determined pursuant to Sections C. and D.

Parcels of Developed Property shall further be classified as Residential Property or Non-Residential Property. Pa rcels of Residential Property shall further be classified as Single Family Property or Multifamily Residential Property.

C. MAXIMUM SPECIAL TAX RATES

1. Developed Property

The Maximum Special Tax that may be levied and escalated, as explained further in Section C.1. (a) below , in any Fiscal Year for each Parcel classified as Developed Property shall be determined by reference to Table 1 below.

TABLE 1
Maximum Special Tax Rates for Developed
Property for Fiscal Year 2024-2025

Land
Use
Class
Description Taxable
Unit
Maximum
Special Tax per
Taxable Unit
1 Single Family Residential Property
D/U
Dwelling
Unit $ 220.00
2 Multifamily Residential Property
Dwelling
Unit $ 180.00

(a) Increase in the Maximum Special Tax

On each July 1, following the Base Year, the Maximum Special Tax, identified in Table 1, above, shall be increased annually, commencing July 1, 2025, based on the percen tage increase in th e Consumer Price Index w ith a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) of the Maximum Special Tax in effect in the previous Fiscal Year.

(b) Multiple Land Use Classes

Use Class located on that Parcel. For a Parcel that contains more than one Land Use Class, the Acreage of such Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site p lan approved for such P arcel. The Administrator’s allocation to each Land Use Class shall be final.

2. Approved Property

TABLE 2
Maximum Special Tax Rates for Approved
Property for Fiscal Year 2024-2025

Land
Use
Class
Description Taxable
Unit
Maximum
Special Tax per
Taxable Unit
3 Approved Property Lot $ 100.00

(a) Increase in the Maximum Special Tax

On each July 1, following t he Base Year, the Maximum Special Tax, identified in Table 1, above, shall be increased annually, commencing July 1, 20 25, based on the percentage increase in the Consumer Price Index w ith a maximum annua l increase of six percent (6%) and a minimum annual increase of two percent (2%) of the Maximum Special Tax in effect in the previous Fiscal Year.

3. Undeveloped Property

No Special Tax shall be levied on Undeveloped Property.

D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX

Commencing with Fiscal Year 2024-2025 and for each following Fiscal Year, the Administrator shall levy the Special Tax on all Taxable Property until the amount of Special Tax equal s the Special Tax Requir ement in ac cordance with the following steps:

First: The S pecial Tax shall be levied Proportionately on each Parcel of Developed Property a t up to 100% of the applicable Ma ximum Special Tax as needed to satisfy the Special Tax Requirement; and

Second: If additional moneys are needed to satisfy the Special Tax Requirement after the first step has been completed, the Special Tax shall be levi ed Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Spec ial Tax for Approved Proper ty. Notwithstanding the forgo ing sentence, no Special Tax s hall be levied on Approved Property to fund items (ii) and (iii) of the Special Tax Requirement.

E. EXEMPTIONS

The CFD shall not levy Special Taxes on Public Property an d Property Owner’s Association Property within the CFD . Exempt Property status will be assigned by the Administrator in the chronological order in which Parcels b ecomes Public Property and/or Property Owner’s Association Property. Parcels which cannot be classified as Exempt wi ll continue to be classified a s Taxable Property, and will c ontinue to be subject to Special Taxes accordingly.

F. MANNER OF COLLECTION

The Special Tax shall be collecte d in the same manner and at the same time as ordinary ad valorem property taxes and shall be su bject to the same p enalties, the same procedure, sale and lien priority in the case of delinquency; provided, however, that the Administrator may directly bill t he Special Tax, may collect Special Taxes at a different time or in a different mann er if necessary to meet the fi nancial obligations of the CFD, and provided further that the CFD may covenant to foreclose and may actually foreclose on Parcels having delinquent Special Taxes as permitted by the Act.

G. APPEALS

Any taxpayer may file a wr itten appeal of the Special Ta x on his/her Parcel(s) with th e Administrator, provided that the appellant is current in his/her payments of Special Taxes. During pendency o f an appeal, all Special Taxes must be paid on or before the payment due date establ ished when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The Administrator shall review the appeal, meet wi th the appellant if the Administrator deems necessary, and advise the appellant of i ts determination. If the Admi nistrator agrees with the appe llant, the Administrator shall grant a credit to eliminate or reduce future Spe cial Taxes on the appellant’s Parcel(s). No refunds of previously paid Special Taxes shall be made.

The Administrat or shall in terpret this Rate a nd Method of Apportionment and make determinations relative to the annual levy and administration of the Spec ial Tax and any taxpayer who appeals, as herein specified.

H. TERM OF THE SPECIAL TAX

The Special Tax shall be levi ed annually in perpetuity unle ss terminated earlier by the City.

APPENDIX B

BOUNDARY MAP (Reduced Copy)
CFD NO. PS 2022-002 (PUBLIC SAFETY, APPALOOSA

SPRINGS)

Page | 1
120

STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD B. BUTLER, CITY MANAGER
BY: AMY SELLS, PRINCIPAL MANAGEMENT ANALYST
SUBJECT: AGENDA ITEM NO. 15.A
PUBLIC HEARING REGARDING SUBMISSION OF THE 2022-2023

CDBG CONSOLIDATED ANNUAL PERFORMANCE AND

EVALUATION REPORT

RECOMMENDATION

1. That the City Council receive and file the 20 22-2023 Consolidated Annual Performance and Evaluation Report (CAPER)

2. That the City Council adopt Resolution No. 2023-81, entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA

VALLEY ADOPTING AND APPROVING THE CONSOLIDATED ANNUAL

PERFORMANCE EVALUATION REPORT (CAPER) AND AUTHORIZING

SUBMISSION OF THE REPORT TO THE UNITED STATES DEPARTMENT

OF HOUSING AND URBAN DEVELOPMENT

BACKGROUND
As a Community Development Block Grant recipient, the City is required to submit annually a Consolidated Annual Performance Evaluation Report (CAPER ) for the City’s Community Development Block Grant (CDBG) p rogram to the U.S. Department of Housing and Urban Development (HUD ) to report the City’s progress and accomplishments utilizing CDBG funds. In Fiscal Year (FY) 2022-2023, the City received a CDBG grant totaling $ 1,112,960.00. The FY 2022-2023 CAPER summarizes how the funds assisted the City in advancing the goals and objectives outlined in its 2018 -2022 Five-Year CDBG Consolidated Plan (Consolidated Plan).

Projects undertaken or co mpleted in FY 20 22-2023 included the Pacific Avenue Safe Routes to School project, which includes the construction of continuous sidewalks and Class II bike lanes, along with the complete reconstruction of existing AC pavement – on Pacific Avenue – 45th Street to Mission Boulevard. CDBG funds were used to pay for

RETURN TO AGENDA

Page | 2

some design costs, with other funding - SB821 and Measure A - also being used to pay for construction costs. Completion of construction of this project is expected to be completed by the end of 2023. Other projects undertaken or completed during FY 2022- 2023 included program administration, fair housing services, housing rehabilitation and homelessness services. Also, during the past fiscal year, a rental assistance program that assisted persons affected by the coronavirus was completed. Approval of the CAPER carries no fiscal impact. Upon the C ity Council’s approval, City Staff will submit the CAPER to HUD by the ir September 28, 2023 deadline, which is 90 days after close of program year, which was June 30, 2023.

ANALYSIS

During fiscal year 20 22-2023, the City r eceived $1,112,960.00 in CDBG fund s. In addition, $26,157 in uncommitted funds from the previous year were added to result in a total budget of $1,139,117 for fiscal year 2022-2023. These funds have been utilized for projects identified in the City’s FY 2022-2023 CDBG Annual Action Plan approved by the City Council on April 21, 2022.

Per HUD regulations , the City must submit a CAPER by September 28, 202 3. The CAPER provides a progress report on the most recently completed fiscal year (i.e., FY 2022-2023). The report details how the prior year’s CDBG funds assisted the City in meeting the goals and objectives outlined in the 2018-2022 Consolidated Plan.

An overview of performance achievements and a summary of FY 2022-2023 revenue and expenditures reported in the CAPER is provided below.

Page | 3

Performance Achievements Summary 22-23

Goal Category Source /
Amount Indicator Unit of
Measure
Expected
5 Yr.

Strategic
Plan
Actual 5
Yr.

Strategic
Plan
5 Yr.

Percent
Complete
Expected
22-23
Program
Year
Actual 22-
23 Program
Year
22-23
Percent
Complete
Homeless
Services Homeless CDBG:
$150,000
Homeless
Person
Overnight
Shelter
Persons
Assisted 350 486 138.86% 125 123 98.40%
Fair Housing
Services
Non-Housing
Community
Development
CDBG:
$25,000 Other Other 1,000 2,255 225.50% 200 539 269.50% Housing
Rehabilitation
Affordable
Housing
CDBG:
$104,000
Homeowner
Housing
Rehabilitated
Househol
d Housing
Unit
20 24 120.00% 8 9 112.50%
Program
Administration
Administratio
n
CDBG:
$77,157 Other Other 5 5 100.00% 1 1 100.00%
Public
Facilities
Non-Housing
Community
Development
CDBG: $0
Public Facility
or
Infrastructure
Activities
other than
Low/Moderat
e Income
Housing
Benefit
Persons
Assisted 3,000 0 0.00% 0 0 NA
Public
Infrastructure
Improvements
Non-Housing
Community
Development
CDBG:
$766,016
Public Facility
or
Infrastructure
Activities
other than
Low/Moderat
e Income
Housing
Benefit
Persons
Assisted 15,000 19,735 131.57% 9,815 0 0.00%
Services for
Low- &
Moderate-
Income
Households
Non-Housing
Community
Development
CDBG:
$16,944
Public service
activities
other than
Low/Moderat
e Income
Housing
Benefit
Persons
Assisted 1,500 784 52.27% 200 176 88.00%

Page | 4

Summary of Revenue and Expenditures

The City recorded remaining balances in the areas of program administration ($91,812.23), and infrastructure ($ 733,649.43). These remaining balances, totaling $825,461.66, can be rolled over to the 20 23-2024 program year a nd available for programming during the formulation of the 2023-2024 Annual Action Plan.

As required by HUD regulations, the City published a notice inviting public review of the CAPER and comments. The required 15-day review period began on September 4, 2023 and concluded on September 21, 2023. As of the writing of this report, the City had n ot received any public comments. City Staff will advise the City Council of any comments received subsequent to the preparation of this report.

FINANCIAL IMPACT

Acceptance of the CAPER and passage of Resolution No. 2023-81 carries no specific financial impact. CDBG program revenue and expenditure plans are identified in section 240.2400 of the City’s annual budget.

ALTERNATIVES

1. Decline to adopt Resolution No. 2023-81 and authorize City Staff to submit the 2022-2023 CDBG Comprehensive Annual Performance Evaluation Report to HUD.

2. Provide alternate direction to staff.

************************** SIGNATURES ON FOLLOWING PAGE **************************

Project/Effort Description 22-23 Allocation 22-23 Expenditures Balance Program
Administration/Housing
Fair housing services, housing rehab
services, GRC Associates consulting,
creation of AAP, creation of CAPER, staff
burden and legal expenses.
$206,157.00 $114,344.77 $91,812.23
Homeless Services
Agreement with Path of Life for homeless
shelter space, outreach, and case
management services.
$150,000.00 $150,000.00 $0.00
Other Public Services Agreement with FSA to provide meals for seniors. $16,944.00 $16,944.00 $0.00
Infrastructure
Improvements
Old Mira Loma Pavement Rehabilitation
project Phase 2, and Pacific Avenue
Pedestrian and Bicycle Improvements.
$766,016.00 $32,366.57 $733,649.43
$1,139,117.00 $313,655.34 $825,461.66 Total

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RESOLUTION NO. 2023-81

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF JURUPA VALLEY, CALIFORNIA, ADOPTING AND

APPROVING THE CONSOLIDATED ANNUAL

PERFORMANCE EVALUATION REPORT (CAPER) AND

AUTHORIZING SUBMISSION OF THE REPORT TO THE

UNITED STATES DEPARTMENT OF HOUSING AND

URBAN DEVELOPMENT

THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. Recitals. The City Council of the City of Jurupa Valley does hereby find, determine, and declare that:

A. On July 20, 2017, the Federal Department of Housing and Urban Development (HUD) formally notified the City of Jurupa that it qualified as a potential Entitlement Community in the accordance with the Federal laws and regulations related to the Community Development Block Grant (CDBG) program;
B. On July 7, 2018, the City Council of the City of Jurupa Valley adopted the City of Jurupa Valley’s first Consolidated Plan (2018 -2022), Annual Action Plan (2018 -2019), and Citizen’s Participation Plan in the development of the City’s CDBG program; C. On May 2, 2019, the City Council of the City of Jurupa Valley adopted Resolution 2019-29, approving the 2019-2020 Annual Action Plan required by HUD to receive federal CDBG funds each year;
D. On April 16, 2020, the City Council of the City of Jurupa Valley adopted Resolution 2020-20, approving the 2020 -2021 Annual Action Plan required by HUD to receive federal CDGB funds each year;
E. On May 6, 2021, the City Council of the City of Jurupa Valley adopted Resolution 2021-31 approving the 2021-2022 Annual Action Plan required by HUD to receive federal CDBG funds each year;
F. On April 21,2022 the City Council of the City of Jurupa Valley adopted Resolution 2022-33 approving the 2022-2023 Annual Action Plan required by HUD to receive federal CDBG funds each year;
G. On Ap ril 20, 2023, the City Council of the City of Jurupa Valley adopted Resolution 2023-26 approving the City of Jurupa Valley’s second Consolidated Plan (2023-2028), Annual Action Plan (2023-2024), and Citizen’s Participation Plan of the City’s CDBG program;

-2-

H. As a recipient of CDBG funds, the City is also required to prepare a Consolidated Annual Performance Evaluation Report (CAPER), in which the City reviews the success of the City in achieving the goals outlined in the 2018 -2022 Five-Year Consolidated Plan and Annual Action Plan;
I. The City Council considered the CAPER for the 2022 -2023 CDBG program year at a publicly noticed meeting on September 21, 2023, and the City Council considered all information related to this matter, including any information and com ments provided during the public review period or at the public meeting.

Section 2. Adoption. The City Council hereby approves the CAPER for the 2022-2023 CDBG program year, which is attached as Exhibit A and incorporated herein by this reference.

Section 3. Public Input. The City Council hereby authorizes the City Manager or the City Manager’s duly authorized designee to insert a summary of public input provided during the meeting of September 21, 2023 into the CAPER for the 2022-2023 CDBG program year.

Section 4. Submission to HUD . The City Council hereby authorizes the City or the City Manager’s duly authorized designee to submit the CAPER for the 2022-2023 CDBG program year to HUD.

Section 5. Certification. The City Clerk shall certify the adoption of this Resolution.

PASSED, APPROVED AND ADOPTED by the City Council of the City of Jurupa Valley on this 21st day of September, 2023.

____________________________
Chris Barajas
Mayor
ATTEST:

____________________________
Victoria Wasko, CMC
City Clerk

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CERTIFICATION

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

CITY OF JURUPA VALLEY )
I, Victoria Wasko, City Clerk of the City of Jurupa Valley, do hereby certify that the foregoing Resolution No. 2023 -81 was duly passed and adopted at a meeting of the City Council of the City of Jurupa Valley on the 21st day of September, 2023, by the following votes, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Jurupa Valley, California, this 21st day of September, 2023.

Victoria Wasko, City Clerk
City of Jurupa Valley

September 1, 2023

City of Jurupa Valley
2022-2023
Consolidated
Annual
Performance &
Evaluation Report

2022-2023 CAPER i
OMB Control No: 2506-0117 (exp. 09/30/2021) ) 8/28/2022

Contents
CR-05 - Goals and Outcomes ..................................................................................................................... 1 CR-10 - Racial and Ethnic composition of families assisted ....................................................................... 7 CR-15 - Resources and Investments 91.520(a) .......................................................................................... 9 CR-20 - Affordable Housing 91.520(b) ..................................................................................................... 11 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ................................. 13 CR-30 - Public Housing 91.220(h); 91.320(j) ............................................................................................ 15 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) .................................................................................... 16 CR-40 - Monitoring 91.220 and 91.230 ................................................................................................... 19 CR-45 - CDBG 91.520(c) ........................................................................................................................... 17 Attachments
Attachment 1: CDBG-CV Accomplishments
Attachment 2: PR03 - CDBG Activity Summary Report (GPR) Attachment 3: PR26 - CDBG Financial Summary Report
Attachment 4: Impediments to Fair Housing Choice Summary Attachment 5: Public Notice and Summary of Public Comments 2022-2023 CAPER 1
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.

91.520(a)
The City of Jurupa Valley became a direct recipient of Community Development Block Grant (CDBG) funds in 2018. CDBG funds are awarded to the City by the U.S. Department of Housing and Urban Development (HUD). HUD’s objective for the CDBG program is to create viable communities by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate- income.

To be eligible to receive CDBG funding, the City prepared the 2018-2022 Consolidated Plan. The Consolidated Plan is a multi-year strategic plan that identifies and prioritizes housing and community needs and establishes broad program goals to address these needs. The Consolidated Plan identified the following needs, programs, and corresponding five-year goals:
▪ Public Infrastructure improvements that benefit Low/Moderate Income persons: 5 Yr. Goal: assist 15,000 persons
▪ Public Facility improvements that benefit Low/Moderate Income persons: 5 Yr. Goal: assist 3,000 persons
▪ Single Family Housing Rehabilitation: 5 Yr. Goal: Rehabilitated 20 Housing Units ▪ Homeless Services: 5 Yr. Goal: assist 150 persons with Outreach, 25 persons with Rapid Rehousing, 25 persons with Overnight Shelter, and 150 persons with Homelessness Prevention ▪ Public Services that benefit Low/Moderate income persons: 5 Yr. Goal: assist 1,500 persons ▪ Fair Housing Services that benefit households: 5 Yr. Goal: assist 1,000 households ▪ Program Administration: 5 Yr. Goal: 5 years of administration ▪ Conserve the existing supply of affordable housing by supporting the provision of federal rental assistance vouchers and certificates administered by the Housing Authority of Riverside County.

A component of the Consolidated Plan is the Annual Action Plan. The Action Plan is a one-year expenditure plan for CDBG funds awarded to the City by HUD. The Action Plan identifies specific activities that will receive CDBG funding and sets accomplishment goals. The City Council approved the 2022-2023 Annual Action Plan on April 21, 2022, which allocated $1,112,960 in CDBG funding for four activities: public infrastructure improvements, housing rehabilitation, public services, and program administration (including fair housing services).

In addition, $14,993.92 was added from prior year’s CDBG funds, resulting in a total of $1,117,953.92 available for the 2022-23 fiscal year.

On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act of 2020 (CARES Act), was signed into law. Pursuant to the CARES Act, HUD has allocated $702,928 in CDBG-CV-1 funds to the City of Jurupa Valley to help fund activities that prepare, prevent, or respond to local community impacts of the coronavirus. An amendment to the 2018-2022 Consolidated Plan/2019-2020 Annual Action Plan was necessary to add CDBG-CV funded activities to the 2019-2020 Annual Action Plan. On June 4, 2020, the City Council approved the Substantial Amendment to the 2019-2020 Annual Action Plan allocating $702,928 in CDBG-Coronavirus Round 1 (“CDBG-CV-1”) funds. In addition, on March 4, 2021, the City Council approved a 2022-2023 CAPER 2
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
second Substantial Amendment to the 2019-2020 Annual Action Plan allocating $664,209 in CDBG- Coronavirus Round 3 (“CDBG-CV-3”) funds. (CDBG-Coronavirus Round 2 funds were allocated to states.) And, on March 17, 2022, the City Council approved a third Substantial Amendment to the 2019-2020 Annual Action Plan, reallocating a portion of the CDBG-CV-3 rental assistance funds to new activities.

The year-end performance report for the CDBG program is called the Consolidated Annual Performance and Evaluation Report (CAPER). The CAPER has been prepared to assist the residents of Jurupa Valley and HUD in assessing the City’s use of CDBG funds, and how these expenditures have addressed the housing and community needs identified in the City’s 2018-2022 Consolidated Plan and the 2022-2023 Annual Action Plan. The CAPER will focus on annual goals and accomplishments for the period of July 1, 2022, through June 30, 2023 – the FY 2022-23 reporting period, and also provides information regarding the use of CDBG-CV funds during the reporting period.
2022-2023 CAPER 3
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Table 1 shows the proposed measure of each outcome in the 22-23 Annual Action Plan with the actual outcomes during the subject fiscal year.

Progress was made toward meeting the goals and objectives in almost every category. The coronavirus continued to affect the housing rehabilitation goals and outcomes, since contractors were affected by labor and material shortages. Regarding CDBG-CV funds during the 22-23 fiscal year, Attachment 1 shows the goals, category, amounts, unit of measure and percentages completed of each program. Goals were met in almost every CDBG-CV category, with the exception of the funds allocated for a food bank, which was caused by construction delays in opening the food bank in Jurupa Valley.

Goal Category Source /
Amount Indicator Unit of
Measure
Expected
5 Yr.

Strategic
Plan
Actual 5
Yr.

Strategic
Plan
5 Yr.

Percent
Complete
Expected
22-23
Program
Year
Actual
22-23
Program
Year
22-23
Percent
Complete
Homeless
Services Homeless CDBG:
$150,000
Homeless
Person
Overnight
Shelter
Persons
Assisted 350 486 138.86% 125 123 98.40%
Fair Housing
Services
Non-Housing
Community
Development
CDBG:
$25,000 Other Other 1,000 2,255 225.50% 200 539 269.50% Housing
Rehabilitation
Affordable
Housing
CDBG:
$104,000
Homeowner
Housing
Rehabilitated
Household
Housing
Unit
20 24 120.00% 8 9 112.50%
Program
Administration Administration CDBG:
$77,157 Other Other 5 5 100.00% 1 1 100.00%
2022-2023 CAPER 4
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
Public
Facilities
Non-Housing
Community
Development
CDBG:
$0
Public Facility
or
Infrastructure
Activities
other than
Low/Moderate
Income
Housing
Benefit
Persons
Assisted 3,000 0 0.00% 0 0 NA
Public
Infrastructure
Improvements
Non-Housing
Community
Development
CDBG:
$766,016
Public Facility
or
Infrastructure
Activities
other than
Low/Moderate
Income
Housing
Benefit
Persons
Assisted 15,000 19,735 131.57% 9,815 0 0.00%
Services for
Low- &
Moderate-
Income
Households
Non-Housing
Community
Development
CDBG:
$16,944
Public service
activities other
than
Low/Moderate
Income
Housing
Benefit
Persons
Assisted 1,500 784 52.27% 200 176 88.00%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date

2022-2023 CAPER 5
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022

Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.

Consistent with the Consolidated Plan, the City focused FY 2022-2023 CDBG funds on capital improvement projects and resident services, such as free meals programs and housing rehabilitation services. As evident from the data in Table 1, the City met most of its one-year goals. Program administration was carried out as planned, and the Fair Housing Council of Riverside County (FHCRC), and Housing Rehabilitation Programs exceeded their planned goals.

Path of Life Ministries (POLM) provided an array of services for the City’s homeless and households at risk of homelessness. Services provided include homeless outreach and engagement, emergency shelter, and homelessness prevention assistance. POLM reports 123 individuals accessed shelter or were provided homelessness prevention assistance and support services, almost reaching their goal of 125 persons assisted for the year. Family Services Association (FSA) served 176 unduplicated seniors from Jurupa Valley with free meals during the fiscal year at the Eddie Dee Smith Senior Center in Jurupa Valley. Over 13,300 free meals to all qualifying seniors were served at the Senior Center during the FY 2022-23.

During the FY 2022-2023, CDBG funding was allocated for two capital improvement projects (Old Mira Loma Pavement Rehabilitation Phase 2 and added funds to the Pacific Avenue Pedestrian Bicycle Improvements projects). Four others were funded from previous years’ CDBG funding, as shown below.
• Pacific Avenue Pedestrian & Bicycle Improvements (Act. 16): The work is under construction. And, this project is receiving funding from both the CDBG FY 2022-23 and the CDBG FY 2019-20. This public works project is dependent on multiple financing sources. In addition to CDBG funds from two years, the City is using an SB821 grant and Measure A funds to complete the full scope of the project. • Old Mira Loma Pavement Rehabilitation Phase 1 (Act. 39): The project from the 2021-22 fiscal year is 100% complete and rehabilitated areas of the pavement in this community. The project was completed on time and on budget. • Old Mira Loma Pavement Rehabilitation Phase 2 (Act. 51): The project from the 2022-23 fiscal year is in the design phase and construction is expected in the following fiscal year.

The City utilized CDBG funds for a housing rehab program during the 2022-23 reporting period, with rehabilitation of nine housing units completed during this fiscal year (2022-23), which exceeded the goal by one housing unit for the fiscal year. The COVID virus continued to affect 2022-2023 CAPER 6
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
the bidding / rehab work this past fiscal year, with some homes from the previous fiscal year still having trouble getting bids and work started.

Either construction firms were too busy to start work on new homes, or their crews suffered from the virus and a slowdown in completing work occurred.

Additionally, the Fair Housing Council of Riverside County assisted 539 Jurupa Valley residents; almost triple the number of residents projected to be served during the reporting period.

In addition, the City continued to support the efforts of the Housing Authority of Riverside County (HARC). HARC reports that it provided rental assistance to 340 lower income Jurupa Valley renter households during the reporting period.

During the FY 2022-23, in order to assist residents and business owners affected by the coronavirus, the following two CDBG-CV funded programs were implemented in Jurupa Valley:
• Rental Assistance Program: 28 unduplicated Jurupa Valley residents living in 13 housing units received rental assistance during FY 2022-

23. This CV-CDBG funded program was completed on September 2022.

Detailed information regarding CDBG program accomplishments for the 2022-23 reporting period is provided in Attachment 2: PR03 – CDBG Activity Summary Report (GPR).

2022-2023 CAPER 7
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)
CDBG
White 207
Black or African American 37
Asian 13
American Indian or American Native 4
Native Hawaiian or Other Pacific Islander 2
Other * 31
Total 294
Hispanic 127
Not Hispanic 167
Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative
According to the U.S. Census Bureau, the majority of Jurupa Valley residents are racially White – 41.5% per the US Census Quick Facts July, 1, 2022, (V2022). This same data source reports that 71.9% of the City’s population is Hispanic/Latino. Based on the data from Table 2, approximately __% of CDBG- funded program participants are White, and approximately ___% are Hispanic. Note: Table 2 in IDIS excludes 31 individuals assisted with CDBG funds during the reporting period of “Other” race.

A public service program funded during the reporting period was Path of Life Ministries, and all individuals assisted were reported to have extremely low-income (less than 30% of the County median income). The other public service program funded during the reporting period, Family Services Association (FSA), served 176 extremely low-income seniors, or __% of total (less than 30% of County median income). In total, the Jurupa Valley seniors that were served by FSA were all in the low-income categories.

The Fair Housing Council reports (not included in Table 2 totals) that all of their program beneficiaries were low- and moderate-income 176 and 55.1% Hispanic and 3.4% Black/African American, with White (non-Hispanics) at 14.7%.

Homelessness aside, according to FY 2022-23 CDBG-funded activity accomplishment data, assisted households may be economically unstable and seek out services in the hope of stabilizing their financial situation. This finding is consistent with the Consolidated Plan Needs Assessment which found that many lower income households are housing cost burdened, or severely housing cost burdened, i.e., households are spending more than 30% or 50% of their income on housing.

2022-2023 CAPER 8
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CDBG-CV Race and Ethnicity
The program funded with CDBG-CV funds (POLM’s rental assistance program) assisted 28 persons in 13 households, of which 67.9% of the persons assisted were White, 32.1% were Black or African American, and 0% were Asian. Hispanic persons (which could be any race) were 60.7% of the total persons assisted with CDBG-CV funds.

Note: Table 2 in IDIS excludes __ individuals assisted with CDBG funds during the reporting period of “Other” race.
2022-2023 CAPER 9
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds Source
Resources Made
Available
Amount Expended
During Program Year
CDBG Public - Federal $1,139,117 $491,005
Table 3 - Resources Made Available
Narrative
The 2022-2023 Annual Action Plan allocated a total of $1,139,117 in CDBG funds for a variety of activities. The City did not receive any program income. As reported in Table 3, the City utilized $491,005 in CDBG funds during the reporting period.

Identify the geographic distribution and location of investments Target Area
Planned Percentage
of Allocation
Actual Percentage
of Allocation Narrative Description
CDBG
Eligible Area 70 89 Funding for activities limited to CDBG- Eligible Census Tract Block Groups
Citywide 30 11 Funding for activities anywhere within
the City Limits
Table 4 – Identify the geographic distribution and location of investments Narrative
In general, the City utilized 2022-23 CDBG funding as anticipated. A detailed summary of these expenditures is provided as Attachment 3 (PR26 - CDBG Financial Summary Report). Attachment 3 also includes the Financial Summary Report for CDBG-CV expenditures.

Concerning the geographic expenditure of CDBG funds, CDBG-funded public and fair housing services were available on a citywide basis. The housing rehabilitation program was also available on a citywide basis. Because all area residents with a mobility limitation or disability will benefit, ADA sidewalk improvements also provide a citywide benefit. Conversely, site-specific projects, such as street pavement rehabilitation and alley pavement/improvement activity is limited to CDBG-eligible Census Tract Block Groups.

Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.
2022-2023 CAPER 10
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
There is no match requirement for the CDBG program.

The City of Jurupa Valley plans to leverage CDBG funds to the greatest extent possible; however, during the 2022-23 reporting period, no additional funds were utilized to leverage CDBG resources.

The City conducted a detailed inventory of potential housing sites as part of the 2017 General Plan process. This study evaluated specific parcels, development constraints, and potential development capacity. The analysis indicates that 902 vacant parcels (or 2,432 vacant acres) in the City appear to be developable for housing. Additionally, parts of 73 other parcels appear to be developable (approximately 677 acres). No new development was initiated on any of these sites during the reporting period.
2022-2023 CAPER 11
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.

One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units 8 9
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 8 5
Table 5 – Number of Households

One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 8 9
Number of households supported through
Acquisition of Existing Units 0 0
Total 8 9
Table 6 – Number of Households Supported

Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

The City utilized CDBG funds to rehabilitate nine housing units during the 2022-23 reporting period. This program is consistent with the Consolidated Plan. Rehabilitation work was completed on nine units during the 2022-23 fiscal year. The housing rehabilitation program was in its fourth year of implementation and the COVID-19 pandemic caused delays in the program for some homes. Some work crews had to stop working for a while because workers tested positive for COVID-19. There were major delays in receiving materials, caused by the pandemic affecting supply lines.

With respect to rental assistance, the City has no control over the allocation of housing assistance vouchers or certificates within the City by the Housing Authority of Riverside County. The federal rental assistance program is administered in Jurupa Valley by HARC. HARC reports that 337 Jurupa Valley 2022-2023 CAPER 12
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
households received federal rental assistance vouchers or certificates during the 2022-23 reporting period.

Discuss how these outcomes will impact future annual action plans.

As indicated above, the home improvement grant program had sufficient applicants that qualified to receive assistance during the 2022-2023 program year. There were delays in starting construction and receiving bids caused by the COVID-19 pandemic. As the coronavirus continues to get more under control, it is anticipated that there will be less delays in the future, regarding expenditure of funds.

Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.

Number of Households Served CDBG Actual HOME Actual *
Extremely Low-income 3 0
Low-income 3 0
Moderate-income 3 0
Total 9 0
Table 7 – Number of Households Served
* The City is not a recipient of HOME funds.

Narrative Information
Table 7 reflects completion of one extremely low-income, one low-income and three moderate income households as part of the housing rehabilitation program. HARC reports that 340 Jurupa Valley extremely low-income and very low-income renter households received rental assistance during the 2022-23 report period.

The City is not a recipient of HOME funds.
2022-2023 CAPER 13
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:

Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City allocated CDBG funds for homeless outreach services during the 2022-23 report period. Path of Life Ministries (POLM) reports it had encounters (contacts) with 123 unique homeless individuals in Jurupa Valley during the 2022-23 reporting period. The following services were provided: transportation to job interviews, shelter and or mental health appointments, assistance with securing vital documents (such as California IDs and Social Security cards).

Addressing the emergency shelter and transitional housing needs of homeless persons CDBG funds were allocated during the 2022-23 reporting period for homeless shelter resources. POLM reports it provided emergency shelter and support services for 22 unduplicated individuals, totaling 755 overnight stays. Per the City’s contract with POLM, on a nightly basis two emergency shelter beds are reserved for homeless individuals from Jurupa Valley. No CDBG funding was allocated for transitional housing.

Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs CDBG funds were allocated during the 2022-23 report period for emergency shelter, but none for transitional housing. As previously indicted, POLM provided emergency shelter and support services to 22 Jurupa Valley residents.

City staff (and POLM) also participate in the regional Continuum of Care (CoC) planning process, including the development of the regional plan to end homelessness, and the regional discharge plan, which aims to prevent individuals leaving institutions, hospitals, etc., from becoming homeless. HARC reports it utilized federal rental assistance vouchers and certificates to assist 35 Jurupa Valley households that were homeless at the time of admission into the rental assistance program. HARC also reports that it has 7 homeless veteran households on the waiting list to provide assistance.

Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to 2022-2023 CAPER 14
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
CDBG funds were allocated to POLM during the 2022-23 report period for homelessness prevention assistance. There were 123 Jurupa Valley residents that benefited from these resources. Furthermore, as reported above, 340 Jurupa Valley extremely-low and low-income households benefitted from Section 8 Housing Certificates, without which, they may have fallen into the unhoused population. 2022-2023 CAPER 15
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Jurupa Valley does not own or manage public housing.

Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable.

Actions taken to provide assistance to troubled PHAs
Not applicable.
2022-2023 CAPER 16
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The 2022-2023 Annual Action Plan indicated that the City would address barriers to affordable housing by providing an array of incentives to “facilitate the production of housing for all income levels.” Among these incentives are modifications to development standards, reduced development fees, expedited permit processing, and direct financial assistance from in-lieu Inclusionary Housing Program (IHP) fees.

No projects were underway during the reporting period that utilized these incentives.

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The 2022-2023 Action Plan indicates the City will encourage and support HARC’s efforts to obtain additional rental assistance funding, especially for senior, disabled, and low-income households as a means to address the needs of underserved residents. During the reporting period, HARC assisted 238 senior households and 157 disabled households, some of which may be senior households, with rental assistance. Additionally, the CDBG-funded public facility improvements initiated during the year will provide barrier-free accessibility for individuals with disabilities and mobility limitations by installing ADA compliant sidewalk ramps and parking stalls. The FHCRC helped to ensure households can access the secure, safe, and decent housing that they desire and can afford, without regard to their race, color, religion, gender, national origin, familial status, disability, age, source of income or other characteristics protected by laws.

Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) A significant percentage of the City’s housing stock was constructed before 1980 and may contain lead- based paint hazards. The City will ensure that information is available to community residents regarding the health impacts of lead-based hazards, especially for young children. The City’s housing rehabilitation program tests homes that were built before 1978 for lead-based paint, and will address lead-based paint issues, if they are detected in these homes, in order to comply with HUD’s regulations regarding lead-based paint hazards, which was incorporated into the City’s program policies and procedures. During the 2022-23 FY, five of the nine that received a rehab grant were tested for lead- based paint (given the age of these four homes) and no lead-based paint was found at these homes.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) According to the U.S. Census Bureau, approximately 11.6% of Jurupa Valley residents have incomes below the poverty level. [1] The Consolidated Plan and Annual Action Plan indicated that the City would support the services listed below to help reduce the number of families living in poverty:
• As previously indicated, the City assisted one extremely low-income household during the 2022- 2022-2023 CAPER 17
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
23 fiscal year with housing rehabilitation assistance. Additionally, HARC provided rental assistance to 340 renter households during the reporting period including 238 senior and 157 disabled renter households.
• Shelter services were provided to 22 unduplicated homeless persons totaling 755 overnight stays of Jurupa Valley residents by POLM.
• Fair housing services were provided to 539 persons in Jurupa Valley to help ensure access to safe and decent housing free of discrimination.
• CDBG-CV rent/utility assistance: A total of 28 residents in 13 households received rent/utility assistance, with all of the 13 residents being extremely low income, or at 30% of AMI or less [1.] U.S. Census Bureau QuickFacts: Jurupa Valley city, California, 2022 Actions taken to develop institutional structure. 91.220(k); 91.320(j) During FY 2022-23, the City solicited the input of local service providers via a community workshop to discuss community needs and future funding opportunities. The City also assisted the HARC to implement its Five-year Public Housing Authority (PHA) Plan for the provision of rental assistance vouchers and certificates. The City also engaged neighboring HUD-grantee communities to explore and participate in regional planning and program initiatives.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
The City of Jurupa Valley does not operate public housing; HARC provides rental assistance in the community. Federal legislation requires that the Housing Authority prepare five-year and one-year plans that highlight its mission, goals, and objectives as it relates to public and assisted housing programs. The City reviewed the Authority’s plans and provided HARC the opportunity to review and consult with the City regarding its Consolidated Plan and related documents. The goal of this cross- consultation is to provide consistent and coordinated housing services for City residents.

During the year, the City also continued working with local nonprofits. As the City began to expand its CDBG program to provide public service grant funding, it coordinated efforts with nonprofit partners to ascertain local needs and to promote the efficient and effective use of limited public resources.

Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Consolidated Plan regulations require CDBG recipients to (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choice for all persons; (3) provide opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, or national origin; (4) promote housing that is accessible to and usable by persons with disabilities; and (5) comply with the non-discrimination requirements of the Fair 2022-2023 CAPER 18
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
Housing Act. The Analysis of Impediments (AI) to Fair Housing Choice is the primary document utilized for this purpose. During the 2019-20 reporting period, the City prepared a new five-year AI. The City held a public hearing before the Jurupa Valley City Council on December 5, 2019, to accept community input on the draft Analysis of Impediments to Fair Housing Choice. The City Council voted 5-0 to adopt the AI. Actions taken by the City (and its fair housing service provider) to address fair housing impediments during FY 2022-23 are summarized in Attachment 4. 2022-2023 CAPER 19
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
As the City completes its fifth year as a CDBG Entitlement Community, it has implemented its program policies and procedures. These policies/procedures include an obligation to conduct monitoring of subrecipients. The purpose of such monitoring is to provide program staff with the information necessary to verify the accuracy of data supplied by subrecipients, ensure that subrecipients are carrying out individual activities as described in their contracts, and to ensure that appropriate accounting and record keeping maintained by subrecipients as it relates to the use of CDBG funds. Quarterly invoices must be accompanied with documentation to support the reimbursement requests. The City will conduct monitoring on a biennial basis. During the fiscal year, subrecipients will submit quarterly accomplishment reports. Due to the COVID-19 pandemic, on-site subrecipient monitoring was not carried out. Program staff will also work closely with City departments to ensure CDBG program regulations and other federal requirements are implemented during the reporting period. On-site monitoring planned for the 2022-23 was postponed due to the COVID-19 pandemic. If conditions related to the COVID-19 pandemic improve, City may start monitoring subrecipients during the next fiscal year.

The City made every effort to comply with all CDBG and Consolidated Plan regulations. The City’s Citizen Participation Plan ensures that community input is considered before the submission of a substantial amendment or an annual update to HUD. It also provides residents with the opportunity to review and comment on annual performance. Construction, professional service, and subrecipient agreements have been prepared to ensure compliance with applicable federal regulations. Additionally, the City has implemented an open procurement process that encourages bidding from minority and women-owned businesses.

Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.

To encourage resident participation in the City’s CDBG program - the City published a notice in English and Spanish - in the Press Enterprise on September 4, 2023, announcing a 15-day public comment period and public hearing for the 2022-2023 CAPER. The CAPER was made available for public review and comment from September 4, 2023, through September 21, 2023, at Jurupa Valley City Hall and two county libraries located within the City. The City Council held a hearing to obtain additional public comments on September 21, 2023. There were ___? public comments at the September 21, 2023 public hearing, nor ___? during the 15-day comment period. City Council voted ___? to approve the CAPER at the Public Hearing. A copy of the notice in English and Spanish is provided as Attachment 5. 2022-2023 CAPER 20
OMB Control No: 2506-0117 (exp. 09/30/2021) 8/28/2022
CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

There were no substantial amendments to the 2022-23 Annual Action Plan that would have affected Jurupa Valley’s program objectives for the subject fiscal year.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.

Not applicable.

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STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: JOE PEREZ, COMMUNITY DEVELOPMENT DIRECTOR
SUBJECT: AGENDA ITEM NO.16.A

INCLUSIONARY HOUSING ADMINISTRATIVE GUIDELINES

RECOMMENDATION
1) That the City Council adopts Resolution No. 2023-82, entitled:

A RESOLUTION OF THE CITY OF JURUPA VALLEY, ADOPTING

INCLUSIONARY HOUSING ADMINISTRATIVE GUIDELINES AND MAKING

FINDINGS PURSUANT TO THE CALIFORNIA ENVIRONMENTAL QUALITY ACT

BACKGROUND
In December 2021, the City Council approved the City’s Housing Element update for the planning period from 2021 -2029. The Housing Element included the objective of encouraging and assisting the feasibility of developing high-quality housing that meets a wide variety of housing needs and budgets, specifically through the establishment of an affordable housing trust fund, affordable housing in-lieu fees and an inclusionary housing ordinance. Through the State-mandated Regional Housing Needs Assessment (RHNA), cities are allocated housing production targets, including for households with very low, low, and moderate incomes. Jurupa Valley, like all cities, must meet a significantly higher housing development target of 4,497 units for the planning period, with production goals of 1,207 units affordable to households with very low incomes ; 749 to low-income households and 731 to moderate-income households.

On August 18, 2022, the City Council adopted Ordinance No. 2022 -14 adding Chapter

9.267. - Inclusionary Housing Requirement and Affordable Housing In-Lieu Fee to Title 9 of the Jurupa Valley Municipal Code. The provisions of this Chapter establish standards and procedures that encourage the development of housing that is affordable to a range of households with varying income levels. The purpose of the Chapter is to encourage the development and availability of affordable housing by ensuring that the addition of

RETURN TO AGENDA

Page | 2

affordable housing units is in proportion with the overall increase in new housing units and to provide standards and procedures for the administration of the City’s inclusionary housing program. The Chapter became effective on September 17, 2022, and includes the following requirements:

1. Applicability to all residential developments, except those defined in Section

9.267.030(B) of the Code.

2. All residential or mixed-use development projects shall rent or sell seven percent of the on-site units at an affordable housing cost , such that 25 percent of inclusionary units must be affordable to moderate-income households, 25 percent to low -income households, and 50 percent to very low -income households. (Section 9.267.040. – Inclusionary unit requirements).

3. Developers may propose to satisfy the requirement through payment of an in -lieu fee, which is established by resolution of the City Council.

4. Developers may propose to satisfy the requirement through alternative compliance measures, such as provision of the allocated units off -site, dedication or conveyance of land, conversion of market rate units to affordable, preservation of at-risk housing, use of inclusionary credits, or other innovative approaches. All alternative co mpliance measures must produce at least the same number and affordability of units that would have been provided on-site and are subject to review and approval of the City Manager, with the option of review and approval by the City Council.

5. An Inclusionary Housing Plan describing how the provisions of the Code will be implemented for the project must be submitted and approved by the City.

6. The applicant/developer must enter into a legally binding recorded Affordability Agreement which contains provisions to ensure that Code requirements are satisfied.

ANALYSIS
Section 9.267.100 (A) – Implementation and enforcement states that the City Council may adopt administrative guidelines to assist in implementing and administering this section.

Section 9.267.120 (A) - Administration further states that the City Council, by resolution, may from time to time adopt procedures, policies, rules and requirements, including the adoption of processing and administrative fees, to implement, administer and/or enforce the provisions of the Chapter.

Inclusionary Housing Administrative Guidelines (Guidelines) have been developed to supplement and support the City’s Inclusionary Housing Ordinanc e. They will assist in interpreting the Ordinance early in the development process so that residential development projects are designed from the beginning in compliance with the requirements of the Ordinance.

The Guidelines should be read in conjunction with the Ordinance. However, if there is any conflict or discrepancy between the Guidelines and the Ordinance, the Ordinance will prevail. In addition, the provisions of an Affordability Agreement (or like Agreement)

Page | 3

recorded against a property or inclusionary units shall prevail over any general requirements of the Ordinance.

When a question arises regarding the me aning or requires an interpretation of any provision or the Guidelines to any specific circumstance or situation, the Community Development Director would be authorized to render a written decision. In addition, the Community Development Director would be authorized to make interim revisions, interpretations or clarifications to the Guidelines if Director considers the revision, interpretation or clarification to be minor and consistent with the purposes of the original Ordinance and Guidelines.

The proposed Guidelines include specific requirements from the Ordinance, as well as additional policies and examples to assist the City in implementing and enforcing the City’s Inclusionary Housing Ordinance. Notable implementation policies in the draft Guidelines are summarized below:

Design of Inclusionary Units
Ordinance language: Inclusionary units shall be comparable to the market rate units included in the residential project in terms of size, design, materials, finished quality, and appearance.

Proposed policy: Inclusionary units must be indistinguishable from the market -rate units included in the project in terms of size, design, materials, finished quality and appearance and compatible with the design of other units in the residential development.

Inclusionary Housing Optional Preliminary Review Application Proposed policy: A developer subject to the (1) Inclusionary Housing provisions and (2) proposing a housing development pursuant to the Ordinance may submit an “Inclusionary Housing Preliminary Review Application” prior to the submittal of any formal entitlement application(s) for approval. The purpose of the Inclusionary Housing Preliminary Review Application is to receive staff comments on the preliminary proposal before committing resources (time and cost) for any formal entitlement application. After submission of the Inclusionary Housing Preliminary Review Application, applicants are encouraged to schedule a pre-application meeting with designated staff (e.g., Community Development, Building and/or Engineering) to discuss and identify potential application issues.

In addition, the Guidelines specify the items that the Inclusionary Housing Preliminary Review Application should include.

Inclusionary Housing Plan
Ordinance Language: An applicant shall submit an Inclusionary Housing Plan, in a form specified by the Director, detailing how the provisions of this chapter will be implemented for the proposed project. All Inclusionary Housing Plans shall be subject to Director approval with the option of review and approval by the City Council. No discretionary approval shall be issued for a project subject to this chapter until the applicant has submitted an Inclusionary Housing Plan.

Proposed policy:

The Inclusionary Housing Plan shall contain the following information:

Page | 4

 A brief description of the residential development including the number of market rate units and inclusionary nits proposed, and the basis for the calculation of the number of inclusionary units.
 The unit-mix, location, structure type, and size the market rate and inclusionary units, and whether the residential development is an ownership or rental project.  A site plan depicting the location of the inclusionary units.  A brief description of how the project complies with the standards for inclusionary units.
 The income level (moderate, low or very-low income) of each of the inclusionary units; In the event the developer proposes a phased project, a phasing plan that provides for the timely development of the inclusionary units as the residential developm ent is built out. The phasing plan shall provide for development of the Inclusionary Units before or concurrently with the market rate units.
 If the developer intends to satisfy the inclusionary unit requirement by payment of an in-lieu fee, a statement t o that effect, and a calculation of the total in -lieu fee is required. Fee must be paid prior to the issuance of the first building permit for the residential development project.
 If an alternative compliance measure is proposed, information necessary to establish compliance must be included in the Inclusionary Housing Plan and approved by the City Manager, with the option of review and approval by the City Council Affordability Agreement
Ordinance Language: An applicant shall execute and cause to be recorded an affordability agreement. The affordability agreement shall be a legally binding, recorded agreement between the applicant and the City, in a form and substance satisfactory to the Director and the Cit y Attorney and containing those provisions necessary to ensure that the requirements of this chapter are satisfied, whether through the provision of inclusionary units, in lieu fee option, or through an approved alternative compliance measure. Once the re sidential development, including allocated units, has received its approved entitlements, the applicant shall file an Affordability Agreement application, including payment of any processing and monitoring fees, with the Community Development Department an d finalization of the affordability agreement. No building permit shall be issued for a project subject to this chapter unless the Director has approved the Inclusionary Housing Plan and any required affordability agreement has been recorded encumbering the project site.

Proposed policy:

An Affordability Agreement shall include, at a minimum, the following information:
 The number of total units within the residential development and the inclusionary units proposed.
 The proposed location of the inclusionary units.
 Schedule for production of all dwelling units.
 Affordability period.
 Indicate whether the residential development is an ownership or rental project.

Page | 5

 The number and size of Very Low -, Low- or Moderate-Income Units, location of units, and square-footage of units.
 Amenities and services provided, such as daycare, after school programs, transportation, job training/employment services and recreation.  Provisions for resale or rental restrictions, monitoring affordability of the units.  Determination of income-eligible households.

Where applicable, requirements for other documents to be approved by the City, such as marketing, leasing and management plans; financial assistance/loan documents; resale agreements; and monitoring and compliance plans.

Management Requirements for Rental Units
Proposed policies:

Property Manager
The inclusionary units must always be managed by an experienced property manager with demonstrated ability to operate the inclusionary units in a manner that will provide decent, safe and sanitary housing.

Management Plan
The Management Plan describes applicable policies and procedures to ensure that the property continues to be compliant with the terms of the affordability agreement. A Management Plan must be submi tted to and receive approval from the Community Development Director or his or her designee, prior to the commencement of leasing activities. The Management Plan shall include the name and company of the proposed manager. The Management Plan must be com plied with for the term of the affordability agreement. The Management Plan must also describe the leasing, including tenant selection criteria, and occupancy of the inclusionary units. Any modifications to the Management Plan must be approved by the Com munity Development Director. In addition, the Guidelines include information that must be included in the Management Plan.

Performance Review
The Owner shall cooperate with the City in an annual review of management practices against the approved Management Plan and to confirm that inclusionary units are being operated in compliance with the Affordability Agreement.

Annual Inspections and Monitoring
The City has the right to perform an annual on -site inspection of the inclusionary units and to perform an annual tenant file review. Additional information regarding monitoring is described later in the Guidelines.

Marketing of Units
Marketing Plan
The proposed Guidelines state that a Marketing Plan must be approved by the Community Development Director before the issuance of any Certificate of Occupancy

Page | 6

for any unit (inclusionary units or market -rate) within the project and includes deadlines for submission of the Marketing Plan.

The proposed Guidelines also require the submission of a description of the marketing that will be done for the inclusionary units, such as press releases, direct mailing, and advertising, including a list of organizations that will be notified. Additional information regarding the Marketing Plan, including supplementary activities that the City may require, is included in the Guidelines.

In addition, the proposed Guidelines state that the d eveloper shall perform affirmative marketing responsibilities. The affirmative marketing strategy must be designed to attract all eligible persons regardless of race, color, ancestry, national origin, citizenship, immigration status, primary language, age, sex, sexual orientation, disability, religion, gender, gender identity and expression, marital status, familial status, source of income and military or veteran status, to assisted rental units and sales dwellings which are being marketed. The developer must have available, upon the City’s request, Fair Housing and Affirmative Marketing Procedures.

Initial Leasing of Rental and Sale of Inclusionary Units The proposed Guidelines describe the procedures for the initial leasing and sale of inclusionary units. The developer will submit a listing of pre -screened applicants, including the developer’s determination and documentation of eligibility for City approval.

Changes and Adjustments in Rents
The proposed Guidelines state that rents may be raised only once every twelve months.

Monitoring and Compliance
The Housing Division will be responsible for monitoring the inclusionary units to ensure compliance with the inclusionary housing requirement. The proposed Guidelines describe the records that must be mad e available to the City for review , upon request, to ensure compliance with the Affordability Agreement.

Project Monitoring – Rental Units
The proposed Guidelines describe the annual procedures for monitoring rental inclusionary units , including required reporting and o ccupancy requirements . The procedure for addressing the effects of increased tenant incomes is outlined, with the goal of minimizing tenant displacement.

Project Monitoring – For-Sale Units
The proposed Guidelines describe the annual procedures for monitoring for -sale units including verifying that the unit continues to be owner occupied.

Projects with other funding sources
Affordable housing projects are typically funded with many funding sources. The proposed Guidelines reflect this likelihood and allow the City to defer to the requirements of other funding sources as necessary.

ATTACHMENT NO. 1:

RESOLUTION

-1-

RESOLUTION NO. 2023-82

A RESOLUTION OF THE CITY OF JURUPA VALLEY ,

CALIFORNIA ADOPTING INCLUSIONARY HOUSING

ADMINISTRATIVE GUIDELINES AND MAKING

FINDINGS PURSUANT TO THE CALIFORNIA

ENVIRONMENTAL QUALITY ACT

THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY DOES HEREBY FIND, DETERMINE AND DECLARE AS FOLLOWS:

Section 1. Recitals.
(a) On August 18, 2022, the City Council adopted Ordinance No. 2022-14 ad ding Chapter 9.267 “Inclusionary Housing Requirement and Affordable Housing In - Lieu Fee” to Title 9 of the Jurupa Valley Municipal Code (referred to hereinafter as “Inclusionary Housing Ordinance”) . The provisions of this Chapter establish standards and p rocedures that encourage the development of housing that is affordable to a range of households with varying income levels. The purpose of the Chapter is to encourage the development and availability of affordable housing by ensuring that the addition of affordable housing units is in proportion with the overall increase in new housing units and to provide standards and procedures for the administration of the City’s inclusionary housing program. (b) Jurupa Valley Municipal Code Section 9.267.100(A) prov ides that the City may adopt administrative guideline s to assist in implementing and administering the Inclusionary Housing Ordinance.
(c) The City Council desires to adopt administrative guidelines to assist the development community in interpreting the Inclusionary Housing Ordinance and provide guidance so that residential development projects are designed in a manner that is consistent with the Inclusionary Housing Ordinance.

Section 2. Adoption of Guidelines. The City Council hereby adopts the Inclusionary Housing Administrative Guidelines attached hereto as Exhibit “A”.

Section 3. CEQA. This Resolution was reviewed and considered by the City Council in accordance with the provisions of the California Environmental Qu ality Act (CEQA), as amended, and the CEQA Guidelines promulgated thereunder . The City Council has determined that the adoption of the Inclusionary Housing Ordinance Administrative Guidelines is not a project pursuant to CEQA Guidelines section 15378(b)(2 ) as the Guidelines provide policies and procedures for implementing the Inclusionary Housing Ordinance.

Section 4. Effective Date. This Resolution shall take effect upon adoption.

PASSED, APPROVED AND ADOPTED by the City Council of the City of Jurupa Valley on this 21st day of September 2023.
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12774-0007\2849632v1.doc

Chris Barajas
Mayor

ATTEST:

Victoria Wasko
City Clerk

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12774-0007\2849632v1.doc

CERTIFICATION

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

CITY OF JURUPA VALLEY )

I, Victoria Wasko, City Clerk of the City of Jurupa Valley, do hereby certify that the foregoing Resolution No. 2023-82 was duly passed and adopted at a meeting of the City Council of the City of Jurupa Valley on the 21st day of September 2023 by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Jurupa Valley, California, this 21st day of September 2023.

Victoria Wasko, City Clerk
City of Jurupa Valley
A-1

Exhibit A

Inclusionary Housing Administrative Guidelines

INCLUSIONARY HOUSING ORDINANCE

ADMINISTRATIVE GUIDELINES

City of Jurupa Valley
Community Development Department
8930 Limonite Avenue
Jurupa Valley, CA 92509

Adopted:

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

2 Contents
______________________________________________
Introduction 5
Adoption 5
Intent of Guidelines 5
Guidelines and Ordinance 5
Interpretation 5
Housing Law Compliance 6
Inclusionary Requirements 6
Applicability 6
Calculating the Obligation 7
Meeting the Requirement 7
Standards 8
Determining Methods of Compliance 8
Compliance Alternatives 9
Off-Site 9
Land Dedication or Conveyance 9
Conversion of Market-rate Units to Affordable 10 Preservation of At-Risk Housing 10
Affordability Level Credit 10
Innovative Alternatives 10
In-Lieu Fee Option 10
Process 11
Optional Inclusionary Housing Preliminary Review Application 11 Petition for Waiver or Reduction 12
Time Limit for Inclusionary Restrictions 12 Inclusionary Housing Plan 12
Affordability Agreement 13
Recordation 14
Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

3 Determining Affordability 14
Income Levels 15
Income Adjusted for Household Size 15
Affordability = 30% of Income 16
Determining Household Income 16
Documentation to Verify Sources of Income 16 Assets 18
Calculating Affordable Rents 18
Calculating Affordable Homeownership Costs 19 Management Requirements for Rental Units 20
Manager 20
Management Plan 20
Performance Review 20
Annual Inspections and Monitoring 20
Waiting List 20
Co-Applicants 21
Ineligible Applicants – Conflicts of Interest 21 Marketing of Units 22
Marketing Plan 22
Fair Housing and Affirmative Marketing Guidelines 22 Initial Leasing of Inclusionary Rental Units 24 Initial Sale of Inclusionary Units 25
Acceptable Purchase Money Loans 27
Home Buyer Education 27
Financing/Refinancing for Homeownership Units 28 Resale Requirements 28
General Policies 28
Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

4 Rental Units 28
For-Sale Units 28
Principal Residency Requirements 30
Changes and Adjustments to Rents 30
Monitoring and Compliance 31
Project Monitoring – Rental Units 32
Annual Procedures – Rental Units 32
Monitoring Report – Rental Units 33
Occupancy Conditions 33
Owning Property
Effect of Increased Tenant Incomes 34
Project Monitoring – For-Sale Units 35
Annual Procedures – For- Sale Units 35
Enforcement 35
Affordable Housing Trust Fund 36
Appendix
Exhibit 1 – City of Jurupa Valley Income Guidelines
Exhibit 2 – Utility Allowance Schedules
Exhibit 3 – Affordable Housing Costs
Exhibit 4 – Worksheet for Estimating Sales Price
Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

5 Introduction
Adoption
The City of Jurupa Valley adopted an Inclusionary Housing Ordinance (“Ordinance”) in 2022, adding Chapter 9.267. – Inclusionary Housing Requirement and Affordable Housing In-lieu Fee to Title 9 – Planning and Zoning of the Jurupa Valley Municipal Code ("Code”). The purpose of the Ordinance is to encourage the development and availability of affordable housing by ensuring that the addition of affordable housing units is in proportion with the overall increase in new housing units. The Ordinance also implements policies contained in the Housing Element including encouraging development of a range of creative and affordable housing types to accommodate unhoused persons, seniors, persons with disabilities and other low -income populations , conserving af fordable housing stock and collaborating with developers to identify sites for affordable housing development.

Intent of Guidelines
The Guidelines in this document are intended to supplement and support the Inclusionary Housing Ordinance of Jurupa Valley. They will assist in interpreting the Ordinance early in the development process so that r esidential development projects are designed from the beginning in compliance with the requirements of the Ordinance. Throughout these Guidelines, the term Director means the Community Development Director of the City of Jurupa Valley.

Guidelines and Ordinance
These Guidelines should be read in conjunction with the Ordinance. While every effort has been made to ensure that these Guidelines are consistent with the Ordinance, if there is any conflict or discrepancy between these G uidelines and the Ordinance, the Ordinance shall prevail. In addition, the provisions of an Affordability Agreement (or like Agreement) recorded against a property or inclusionary units shall prevail over any general requirements of the Ordinance. Users of these Guidelines are encouraged to seek their own legal counsel to aid in understanding the requirements of the City’s Inclusionary Housing Program. For any general questions regarding the Guidelines, you may call the Community Development Department at 951 -332-6464 or email at [email protected].

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

6 Interpretation
The Community Development Director (Director) or designee is authorized to determine the number of dwelling units contained within a particular residential development, if a determination is needed or to resolve a disagreement. When a question arises regarding the meaning or interpretation of any provision of the Ordinance or these Guidelines, the Director is authorized to render a decision in writing. The Director may make interim revisions, interpretations or clarifications to these Guidelines if the Director considers the revision, interpretation, or clarification to be minor and consistent with the purposes of the original Ordinance and the Guidelines.

To the extent that state or local regulations are inconsistent with the requirements herein pertaining to the amount of the fee, length of the restriction, or level of affordability, the more restrictive regulations shall apply
Housing Law Compliance
The City is committed to complying with all applicable state and federal housing laws and regulations, including those related to implementation of its adopted Housing Element .

All parties required to comply with the City’s Inclusionary Housing Ordinance are also required to com ply with all applicable local, state and federal housing laws and regulations.

Inclusionary Requirements
Applicability
The Ordinance applies City -wide to all resident ial development, including mixed- use projects where the lots or units will be offered for sale or for rent effective September 17, 2022. However, in accordance with the Code, inclusionary units are not required for the following projects:

1. Projects that are not a residential development.

2. Any project for which the City enters into a development agreement under Government Code 65964 that provides inclusionary housing obligations comparable to the Ordinance and alternative community benefits or for any project that is otherwise exempt under state law.

3. Construction of units under an agreement with the City that restricts occupancy to lower- or moderate-income households at an affordable housing cost for not less than 55 years (or 45 years for ownership units).

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

7 4. Construction of homeless shelters, community care facilities, health care facilities, and single room occupancy units.

5. Construction of a dwelling unit to replace a pr eviously existing dwelling unit on the same lot that was demolished or destroyed within the last five years.

6. Construction of accessory dwelling units as defined by Government Code Section 65852.2(j).

7. Home remodels and additions.

8. Density bonus units.

9. Units constructed pursuant to Government Code Sections 65852.21 and 66411.7 (“SB 9”) as the City’s SB 9 ordinance requires that one of the units have an affordability covenant recorded against it. If the City’s urgency ordinance expires without adopting a permanent ordinance that contains an affordability requirement, then SB 9 projects would be subject to the inclusionary housing requirement.

10. A residential project that was approved by the city before September 17, 2022.

Notwithstanding the foregoing, the Ordinance would apply to any residential project that applies to modify its project after it has been approved by the city, and the modification increases the density of the project. In that scenario, this Ordinance shall only apply to the additional units created by the modification.

11. Mobile homes.

Calculating the Obligation
All residential development shall provide 7% of the total number of dwelling units as affordable to moderate, low and very low-income households as follows:
• First inclusionary unit rented or sold to a moderate-income household • Second inclusionary unit rented or sold to a low-income household • Third and fourth inclusionary units rented or sold to a very low-income household • All subsequent units follow the same distribution and affordability, so that 25% are for moderate-income households, 25% for low -income households, and 50% for very low-income households
For a fractional unit r equirement of 0.5 and above, the fraction will be rounded up and treated as a whole unit.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

8 EXAMPLE: Calculating Obligation

1. Developer proposes 80-unit residential project

2. Inclusionary Housing Obligation:
80 units x 0.07 = 5.6 Inclusionary Units, rounds up to 6 Inclusionary Units 2 units (first and fifth) as moderate-income, 2 units (second and sixth) as low-income and 2 units (third and fourth) as very low-income

Meeting the Requirement
There is a shortage of housing in Riverside County, and the region, that is affordable to extremely low, very low, low and moderate- income households. Affordable housing provides opportunities for a segment of the population that the market might not otherwise provide on its own. The Ordinance and Guidelines seeks to provide these opportunities while still allowing developers to provide market driven housing options. The standards and methods of compliance to meet these goals are defined below.

Standards
A variety of factors are considered in planning a ffordable housing and meeting the inclusionary requirements defined in the Ordinance, such as the location of the housing, the type of housing, design and amenities. These factors are further defined below and set standards to meet the goals while ensuring that the obligation does not negatively affect the community.

Location of Inclusionary Units in the Project
Inclusionary units shall be reasonably dispersed throughout the residential project.

Design
Inclusionary units must be indistinguishable from the market -rate units in the development, in terms of size, design, materials, finished quality, and appearance and compatible with the design of other units in the residential housing development.

Bedroom Mix
Inclusionary units shall be a similar unit type and be proportional in number of bedrooms and location to the market-rate units.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

9 Access to Amenities
Inclusionary units shall have the same access to project amenities and recreational facilities as market-rate units.

Determining Methods of Compliance
The City encourages the satisfaction of the inclusionary housing unit requirement though the development of all the required inclusionary units within the residential development.

In addition, the City encourages affordable housing on sites that are in proximity to or will provide access to employment opportunities, urban services or major roads or other transportation and that are compatible with adjacent land uses. However, as an alternative, the requirement may be met through payment of an in- lieu fee, which is established by the City Council. The City recognizes that there may be a need to provide greater flexibility to developers seeking to satisfy their requirements due to unique conditions of the project and/or the varied needs of the community. The City may request information from a developer in determining the feasibility of one or more of the compliance alternatives , including but not limited to the factors below. All alternative compliance measures must produce at least the same number and affordability of units that would have been provided on-site. All alternative compliance measures are subject to review and approval of the City Manager, with the option of review and approval by the City Council.

Compliance Alternatives
A developer may propose to satisfy the Inclusionary Housing requirement by any combination of the following alternatives.

Off-Site
Applicants may provide (or have a third party provide) allocated units off -site. Off-site units must be in the same general area as the unallocated units of the development as determined by the Community Development Director, unless the Community Development Director determines that locating the off-site units in a different area of the City would better serve the General Plan housing goals of the City. The applicant (or third party if applicant has entered into an agreement with the third party) shall submit evidence that the applicant (or third party) owns, leases (pursuant to an executed ground lease of at least 55 years from the date the offsite units would be produced) or has an irrevocable option to purchase the site. A building permit for the residential development will not be issued until the allocated units off-site are under construction.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

10 Land Dedication or Conveyance
An applicant may propose to dedicate or convey land within City boundaries under the following conditions.

1. Provide a written analysis demonstrating that the land is free of environmental contamination.

2. Provide evidence that the applicant owns or has an irrevocable option to purchase the land.

3. Land shall be identified and offered for dedication or conveyance at the time of entitlement application submittal. If the offer is accepted by the City Council, the land must be donated to the City no later than the date of City Council’s approval of the final subdivision map, or housing development application, and have all permi ts and approvals (except building permits), necessary for development with the required number of affordable units.

4. The City Manager will recommend to the City Council whether the dedication should be accepted.

Conversion of Market-rate Units to Affordable
An applicant may propose to convert existing market -rate units within the City of Jurupa Valley to affordable units in an amount equal to or greater than the required on- site inclusionary housing requirement, including any needed rehabilitation to ensure compliance with building, health and safety standards.

Preservation of At-Risk Housing
An applicant may offer to purchase long term affordability covenants at an existing deed restricted affordable housing project at imminent risk of contract termination and conversion to market-rate housing. The number of units preserved must be equal to or greater than the required on-site inclusionary housing requirement.

Affordability Level Credit
The City has a greater need for housing for very low and low -income households and encourages developers to provide for these households. Developers can construct fewer than the allocated units, if the units will be at a deeper affordability level.

Innovative Alternatives
The City encourages innovative alternatives to providing affordable housing not outlined in the Ordinance. The alternatives will be evaluated by staff and considered on a case- Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

11 by-case basis. Substitute programs will be permitted provided, at the recommendation of staff and determination of the City Council, that the objectives of the inclusionary housing ordinance are being met with the alternate proposal.

In-Lieu Fee Option
Developers may propose to satisfy any portion of their requirements through payment of an in-lieu fee, including a prorated in-lieu fee or partial units as described earlier in these Guidelines. The in -lieu fee is calculated using the total square footage of market -rate residential development. The total square footage of market-rate residential development includes all livable (net) square footage including the garage area. The fee is established by resolution of the City Council and is updated periodically.

The full in-lieu fee must be paid to the City prior to the issuance of the first building permit for the residential development project . The Housing Division will issue an Inclusionary Housing In-Lieu Fee Certificate when a property owner elects to pay an in- lieu fee in accordance with Chapter 9.267.

Process
The City’s goal is to ensure that inclusionary housing is considered early in the planning process and included as part of any master planning. The Inclusionary Housing Ordinance is implemented primarily through two documents : the Inclusionary Housing Plan and the Affordability Agreement. The Inclusionary Housing Plan provides details about how the provisions in the Ordinance will be implemented for the proposed project.

The Affordability Agreement and any deed restrictions or regulatory agreement set forth the ongoing affordability and ot her restrictions applicable to the Inclusionary Units once they have been completed.

Optional: Inclusionary Housing Preliminary Review Application A developer subject to the (1) Inclusionary Housing provisions and (2) proposing a housing development pursuant to the Ordinance may submit a n “Inclusionary Housing Preliminary Review Application” prior to the submittal of any formal entitlement application(s) for approval. After submission of the Inclusionary Housing Preliminary Review Application, applicants are encouraged to schedule a pre-application meeting with designated staff (e.g., Community Development , Building and/or Engineering) to discuss and identify potential application issues.

An Inclusionary Housing Preliminary Review Application shall include the following information:

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

12 • A brief description of the proposed housing development, including the total number of units, bedroom count, and inclusionary units proposed; • A conceptual site plan;
• The zoning and general plan designations and assessor parcel number(s) of the project site; and
• A title report (with active links).

The City will provide the applicant with a letter which identifies project issues of concern and the procedures for compliance with this policy.

Petition for Waiver or Reduction of Inclusionary Housing Requirement An applicant may request a waiver or reduction in the requirements of the Ordinance, provided that the applicant provides evidence of economic hardship, such as inability to achieve a reasonable commercial profit, which must be verified by an independent third- party review at the applicant’s sole cost. The review requires a comparison of the applicant’s proposed costs and rental/sale revenue assumptions with current market standards, including a market-rate of return on cost. The waiver or reduction request must be approved by the City Council.

Time Limit for Inclusionary Restrictions
A rental unit shall remain restricted to the target income level group at the applicable affordable housing cost for a minimum of fifty-five (55), while a unit for sale shall be restricted in the same manner for forty-five (45) years).

Inclusionary Housing Plan
An applicant shall submit an Inclusionary Housing Plan, in a form specified by the Director, detailing how the inclusionary housing requirement will be implemented for the proposed project.

All inclusionary housing plans shall be subject to the approval of the Community Development Director with the option of review and approval by the City Council. No building permit shall be issued for a project unless the Director or City Council has approved the Inclusionary Housing Plan. The approved Inclusionary Housing Plan must be fully implemented prior to issuance of a Certificate of Occupancy for the project.

Content
The Inclusionary Housing Plan shall contain the following information:

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

13 • A brief description of the residential development including the number of market-rate and inclusionary units proposed, and the basis for the calculation of the number of inclusionary units.
• The unit-mix, location, structure type, and size of the market -rate and inclusionary units, and whether the residential development is an ownership or rental project. • A site plan depicting the location of the inclusionary units. • A brief description of how the project complies with the standards for inclusionary units.
• The income level (moderate, low or very-low income) of each of the inclusionary units; In the event the d eveloper proposes a phased project, a phasing plan that provides for the timely development of the inclusionary units as the residential development is built out. The phasing plan shall provide for development of the Inclusionary Units before or concurrently with the market-rate units.
• If the developer intends to satisfy the inclusionary unit requirement by payment of an in-lieu fee, a stat ement to that effect, and a calculation of the total in- lieu fee is required. Fee must be paid prior to the issuance of the first building permit for the residential development project.
• If an alternative compliance measure is proposed, information necessary to establish compliance must be included in the Inclusionary Housing Plan and approved by the City Manager, with the option of review and approval by the City Council.

Enforcement
No building permit shall be issued unless the Community Development Director has approved the Inclusionary Housing Plan. A Certificate of Occupancy shall not be issued for a project unless the approved Inclusionary Housing Plan has been fully implemented.

Affordability Agreement
Except for those cases where the requirements are satisfied by payment of an in-lieu fee or conveyance of land to the City, developers whose projects are subject to the Ordinance shall enter into an Affordability Agreement with the City.

An applicant shall execute and cause to be recorded an Affordability Agreem ent. T he agreement shall be a legally binding, recorded agreement between the applicant and the City, in a form and substanc e satisfactory to the Community Development Director and City Attorney and containing those provisions necessary to ensure that the requirements of the Inclusionary Housing O rdinance are satisfied, whether through the provision of inclusionary units or through an approved alternative compliance measure.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

14 Once the residential development, including allocated inclusionary units, has received its final discretionary approval, the applicant shall file an Affordability Agreement application, including payment of any processing and monitoring fees with the Community Development Department for review and approval of the Affordability Agreement.

Content
An Affordability Agreement shall include, at a minimum, the following information:
• The number of total units within the residential development and the Inclusionary Units proposed.
• The proposed location of the Inclusionary Units.
• Schedule for production of dwelling units.
• Affordability period.
• Indicate whether the Residential Development is an ownership or rental project. • The number and size of Very Low -, Low- or Moderate-Income Units, location of units, square-footage of units.
• Amenities and services provided, such as daycare, after school programs, transportation, job training/employment services and recreation. • Provisions for resale or rental restrictions, monitoring affordability of the units. • Determination of income-eligible households.

Enforcement
No building permit sh all be issued for all or any portion of the Residential Development unless the Affordability Agreement has been recorded encumbering the project site.

For those residential development projects that has an approved tentative map, the Affordability Agreement is executed prior to final map approval and shall be recorded prior to, or concurrent , with the recordation of the final map, unless the Community Development Director approves an alternative schedule.

Recordation

The Affordability Agreement is recorded as a covenant against the real property of the Residential Development and will run with the land.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

15 The Community Development Director may require the execution and recording of any necessary documents to ensure enforcement; including , but not limited , to promissory notes, deeds of trust, resale restrictions, rights of first refusal, options to purchase, and/or other documents, which shall be recorded against all inclusionary units.

In the case where satisfaction of the inclusionary housing requirements is being met through the development of off -site inclusionary units, the a greement will be simultaneously recorded on both the title to the property where the off -site inclusionary units are to be developed and the r esidential development. Upon the completion of the construction of inclusionary units and their occupancy by income-eligible households, the agreement shall be released from the record title of the market-rate r esidential development site.

Determining Affordability
The City of Jurupa Valley uses the definitions and data published by the State of California Department of Housing and Community Development (HCD) to define income levels and affordability of housing.

Income Levels
HCD currently utilizes U.S. Department of Housing Urban Development (HUD) data in establishing income levels, which publishes income charts that identify the annual and monthly maximum incomes for lower income households for the Riverside County area.

The City of Jurupa Valley uses the Area Median Income (AMI) for Riverside County, since HUD does not provide median income data for specific cities. These income charts are shown in Exhibit 1 and are available at the office of the Jurupa Valley Community Development Department and on its Housing Division website .

The City uses this income data as a basis for calculating the maximum rents and sales prices permitted under the City’s Affordable Housing Programs. The City’s affordability requirements refer to the following income categories, which are based on various percentages of the AMI:

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

16 Income Category Percentage of
Area Median Income
Very Low 50% or less
Low Above 50% - 80%
Moderate Above 80% - 120%

Income Adjusted for Household Size
The Area Median Income (AMI) as published by HUD corresponds to the area median income for a household of four. The AMI is then adjusted for household size. HUD sets the median incomes for other household sizes by applying a multiplier to the median income of a household of four.

The City uses these income limits for setting the eligibility of renters and buyers under its affordable housing programs. Households are considered eligible if their income does not exceed the income for their household size at the upper end of their targeted income level.

EXAMPLE: Determining Income Level

1. Targeted Income Level = Low Income

2. Family (household size of 3) annual income = $50,000

3. Maximum annual income for a Low-Income household of 3 persons at 80% AMI = $67,100

4. Family is qualified as Low Income

Affordability = 30% of Income
The term “affordable” may have a wide range of meanings to the public , but in the City’s usage, it has a specific meaning. The City, as well as most s tate and federal housing programs, define affordable as total housing costs that do not generally exceed 30% of the gross annual household income of any given income group (reference California Health and Safety Code Sections 50052.5 and 50053).

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

17 EXAMPLE: Affordable Housing Costs

The annual income of a five-person household is $ 70,000. Maximum income for a five-person low-income household at 80% AMI = $80,550

Maximum monthly affordable housing cost =
Annual income / 12 x .30
= $70,000 / 12 x .30 = $5,833 x .30
= $1,750 maximum monthly housing cost

Annual income of a five-person household is $100,000. Maximum income for a five- person moderate-income household at 120% AMI = $122,450 Maximum monthly affordable housing cost =
Annual income / 12 x .30
= $100,000 / 12 x .30 = $8,333 x .30
= $2,450 maximum monthly housing cost

The monthly housing cost limits and purchase price estimations given here are based on the following assumptions (reference California Health and Safety Code Section 6920):
• Appropriate household size is defined as the number of bedrooms in a unit plus one, i.e., a one -bedroom unit is based on a 2- person household, a two- bedroom unit is based on a 3-person household and so on.

Determining Household Income
Applicants’ household annual gross income shall be calculated in accordance with the Technical Guide for Determining Income and Allowances for the HOME Program published by the U.S. Department of Housing and Urban Development (HUD), as it may be amended (HOME Guide) and
24 CFR 5.609.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

18 Documentation to Verify Sources of Income
The gross annual incomes of all household members age 18 or older are considered when determining eligibility. The types of income to be verified and the type of documentation that will be required will include:
• 2 months most recent pay stubs
• Signed copies of federal tax returns for the two most recent years • Form W-2, Wage and Tax Statement, for the most recent year • Form 1099-MISC for the most recent year
• Self-employed, the net income from operation of the business • Bank statements for the last two consecutive months
• Other sources of income such as child support, alimony, social security, etc.

All income documentation is based primarily on the applicant’s income for the past year as evidenced by the documents listed above and additional verification, if requested, as listed below. Income calculations will not factor in any speculative or uncertain projection of lower or higher future earnings, such as calculations of bonuses and overtime, than was earned in th e previous year. Where major changes have occurred in life circumstances since the applicant ’s last year of employment, including only such major changes as retirement, job loss, or disability or death of a wage earner, the project losses may be deducted from the applicant’s income for the past year.

Additional income verification may also be requested as follows:

Source of Income Documentation
Salaries and wages Verification from Employer
Business Income Verification of Income by a certified public accountant or bookkeeper including most
recent quarterly profit/loss statement. For self-
employed individuals or sole proprietors, the
most recent Form 1099 and tax returns may be
used.

Interest and dividend income Current bank statements or dividend statements
Retirement and insurance income Verification from source Unemployment and disability income Verification from source Welfare assistance Verification from source
Alimony, child support, gift income Verification from source Armed forces income Verification from source
Other Verification from source
Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

19 Household income includes all payments from all sources received by all adult members of the household. The income of minors (household members less than 18 years old) and live-in aides is excluded.

For self-employed persons, the net income from the operation of the business is considered as the annual income, excluding deductions for capital expenditures and depreciation. Net income from property rental is considered as annual income, also excluding deductions for capital expenditures and depreciation.

Assets
The following chart contains the types of assets to be verified and the types of documentation that will be requested.

Assets Documentation
Checking account, savings account,
mutual fund, money market fund,
certificates of deposit (CD)
Copies of two most recent statements
Stocks, including options Copy of most recent stock certificate or proof of purchase and statement of
current value; for stock prices attach a
copy of recent dated newspaper or online
source that shows the value of each
company’s stock
Bonds, including savings bonds Copies of most recent document Trust Copies of most recent document
Gift Signed gift letter by all parties
Personal Loan Letter or loan agreement
Down payment assistance Copy of agreement
Other Verification from source

Calculating Affordable Rents
For a rental unit, total housing costs include the monthly rent payment as well as consideration for a utility allowance (reference 25 California Code of Regulations Section 6918). Information on utility allowances can be obtained from the City and it is based upon the schedule adopted by the Housing Authority of the County of Riverside and approved by HUD, reference Exhibi t 2. The utility schedule varies by number of bedrooms in a unit and by the various utility combinations.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

20 Affordable rental rates are based upon a targeted income level. It is impractical to set individual maximum rents on the actual income of each household to reside within the affordable unit.

Estimated rental rates are provided only as rough guides, as there are several variable factors that are used when calculating rental rates. The state and federal government housing programs may make various adjustments for bedroom size and target income percentages. The examples provided in these Guidelines summarize the commonly used methods for affordable rental projects, reference Exhibit 3.

EXAMPLE: Affordable Housing Costs
• 3 Bedroom apartment affordable to a low-income household Affordable rent calculated at 60% AMI (Family of 4: $94,500 x 60% x 30%/12) Maximum monthly affordable rent = $1,417.50 – utility allowance OR
• 3 Bedroom apartment affordable to a moderate-income household Affordable rent calculated at 110% AMI (Family of 4: $94,500 x 110% x 30%/12) Maximum monthly affordable rent = $2,598.75 – utility allowance

Calculating Affordable Homeownership Costs
For for -sale units, total housing costs include the mortgage payment (principal and interest), homeowners association dues, taxes, mortgage insurance and other related assessments (reference 25 California Code of Regulations Section 6920) . Refer to Exhibit 4 for a spreadsheet to calculate the estimated affordable sales price using multiple variables.

EXAMPLE: Affordable Homeownership Cost
• 3 Bedroom condominium affordable to a moderate-income household Affordability calculated at 110% AMI
Maximum monthly affordable total housing cost = $2,598.75 • Purchase amount $338,678 5% down payment = Mortgage - $321,744 • 30-year loan at 6.1% interest
• Monthly payment of $2,598.75 includes:
o Mortgage - $1,949.75.
o HOA fees - $100
o Property Taxes - $275
o Property Insurance and Maintenance - $80
o Utility Allowance - $194
Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

21 Management Requirements for Rental Units
Property Manager
The inclusionary units must always be managed by an experienced property manager with demonstrated ability to operate the inclusionary units in a manner that will provide decent, safe and sanitary housing.

Management Plan
A Management Plan must be submitted to and receive approval from the Community Development Director or his or her designee, prior to the commencement of leasing activities. The Management Plan shall include the name and company of the proposed manager. The Management Plan must be complied with for the term of the affordability agreement. The Management Plan must also describe the leasing, including tenant selection criteria, and occupancy of the inclusionary units. Any modifications to the Management Plan must be approved by the Community Development Director. The Management Plan must include:
• Tenant selection criteria
• Guidance for tenant selection and the establishment of waiting lists • Lease and rental agreements, which must comply with state and federal laws • Copies of any “Housing and Ground” Rules
• All policies and procedures to be used to ensure compliance with the income and other requirements as conditions for eligibility and occupancy Performance Review
The Owner shall cooperate with the City in an annual review of management practices against the approved Management Plan and to\ confirm that inclusionary units are being operated in compliance with the Affordability Agreement.

Annual Inspections and Monitoring
The City has the right to perform an annual on- site inspection of the inclusionary units and to perform an annual tenant file review. Additional information regarding monitoring is described later in the Guidelines.

Waiting List
Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

22 At the City’s request, a copy of the active waiting list shall be furnished to the City within ten days. The developer shall notify the City a minimum of one month prior to closing the waiting list and one month prior to opening the waiting list.

Co-Applicants
Only one application per household will be accepted. A co- applicant is defined as an adult member of the household whether related or unrelated who intends to be a co- owner of the inclusionary unit. The combined income and assets of all members of the household (including co- applicants) to purchase or rent an inclusionary unit must not exceed the maximum income limits per household size. All co-applicants must go through the same process as the applicant and must agree to comply with the program requirements.

Ineligible Applicants – Conflicts of Interest
The following individuals are not eligible to purchase or rent inclusionary housing units in Jurupa Valley.

Planning Commissioners, City Councilmembers, and Certain City Staff • Any member of the Jurupa Valley Planning Commission or City Council. • Employees, other officials, consultants and employees of consultants who have policy making authority or influence regarding City housing programs, administer City housing programs, or whose salary is paid from a City housing program. • Any person having any equity interest in a project that includes inclusionary units, or who is the applicant, including, but not limited to a developer, partner, landowner, investor or applicant (together “the d eveloper”). Officers and employees of the developer are also ineligible.
• Any person considered to have a conflict of interest by the California Government Code, the regulations of the Fair Political Practices Commission or the Jurupa Valley City Code is ineligible to rent or purchase an inclusionary unit. • Relatives of Planning Commissioners, City Council Members, Certain City Staff and Persons with an Equity Interest are also ineligible. For the purpose of eligibility, relatives are defined as spouses , children, parents, grandparents, brother, or sister, or a p erson in an equivalent position due to marriage (for instance, son-in-law and daughter -in-law), or anyone who may be claimed as a dependent.

Ineligible individuals shall not be added to any wait lists for affordable housing monitored by the City.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

23 Marketing of Units
Marketing Plan
A Marketing Plan must be approved by the Community Development Director prior to the issuance of a Certificate of Occupancy for either the inclusionary units or the market-rate units subject to the concurrency requirement in a building phase. Developers are required to submit a M arketing Plan at least 90 days prior to their estimated completion date for their first phase of development and at least 60 days prior to their estimated completion date for subsequent phases.

All marketing plans must contain:

1. A description of the marketing that will be done for the inclusionary units, such as press releases, direct mailing, and advertising (including internet advertising ), including a list of organizations that will be notified. The Fair Housing logo must be used on all marketing material.

2. For projects with rental units:
a. The form of the rental agreement or lease to be used for the inclusionary units. The rental agreement or lease must incorporate provisions regarding periodic recertification of tenant incomes and the effect of increased income on the tenant’s rent and ability to remain in the units. b. Proposed maximum rents for the inclusionary units; lists all utilities to be paid by the tenant; and explains any other criteria to be used by the manager to select tenants. For instance, the manager may require a minimum credit score.

3. For projects with for-sale inclusionary units, a description of any financing to be made available to applicants, down payment assistance programs available, information needed to calculate the maximum sales price, and the unrestricted fair market value of the inclusionary units.

4. A requirement that the developer’s sales staff meet with the City’s Housing staff to receive training on the selection process and for ownership units, the City homebuyer documents.

5. A one-page informational flyer in both English and Spanish suitable for advertising the availability of the inclusionary units.

6. A copy of all marketing materials including materials to be given to applicants (see “Potential Applicant Packet” subsection below).

7. At the discretion of the City, marketing plans may also be required to contain the following information:

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

24 1. The Potential Application Packet must also be prepared in Spanish.

2. The process for accepting applications, including the number of phases and deadline for applications in the current phase of the project. Developers should allow a generous amount of time (at least 60 days) for applicants to submit complete applications, given the complexity of the process.

3. Informational workshops for potential applicants in Spanish and English, in the evening during the week and/or on a weekend as appropriate. The developer must arrange for information to be distributed in an appropriate manner, as approved by the City.

4. The method to be used to determine applicant eligibility (income and, for ownership units, lender approval letter).

5. It is important that the developer’s sales or management staff understand the application process and the restrictions placed on the inclusionary units by the City.

In the case of for -sale inclusionary units, before entering into any purchase and sale agreement for the units, the developer’s sales staff must receive training so that they understand and can explain the resale restrictions and other City restrictions such as the owner-occupancy requirements.

In the case of rental inclusionary units, it is important that the developer’s management staff understand the consequences of future increases in income.

Before entering into
any lease or rental agreement for the inclusionary units, the developer’s rental staff must receive training so that they can understand and explain the City’s requirements and consequences of future increases in income.

Each applicant for an inclusionary unit will receive a Potential Applicant Packet that includes:
• Application form that includes such information as residency or employment certification; household composition; household income and assets ; and, for homebuyers, form pre-approval letter;
• Explanation of the process used to select homebuyers or renters, as applicable; • Eligibility requirements;
• The income level(s) and occupancy standards for the various units; • Description of inclusionary units available, including number of bedrooms and general location;
• Price or rent of inclusionary units; and
• Contact information for sales or rental office.

Fair Housing and Affirmative Marketing Guidelines
Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

25 The developer shall perform those affirmative marketing responsibilities set forth in 24 Code of Federal Regulations 92.351. The affirmative marketing strategy must be designed to attract all eligible persons regardless of race, color, ancestry, national origin, citizenship, immigration status, primary language, age, sex, sexual orientation, disability, religion, gender, gender identity and expression, marital status, familial status, source of income and military or veteran status, to assisted rental units and sales dwellings which are being marketed. The developer must have available, upon the City’s request, Fair Housing and Affirmative Marketing Procedures that includes the following components:
• Targeting: Identifying the segments of the eligible population which are least likely to apply for housing without special outreach efforts;
• Outreach: An outline of an outreach program which includes special measures designed to attract those groups identified as least likely to apply and other efforts designed to attract persons from the total population;
• Indicators: Statement of the indicators to be used to measure the success of the marketing program; and
• Staff Training: Demonstration of the capacity to provide training and information on fair housing laws and objectives to sales or rental staff. Developers must make a good faith effort to conduct outreach. This requires recorded activities and documented outreach to those individuals identified as least likely to apply, such as print and electronic advertising and marketing housing to specific community, religious or other organizations frequented by those least likely to apply.

Initial Leasing of Inclusionary Rental Units
Step 1. The developer submits a Marketing Plan with the information described in these Guidelines to the Housing Division for approval.

Step 2. After City approval of the Marketing Plan and rents, the developer markets the inclusionary units consistent with the a pproved Marketing Plan and makes Potential Application Packets available to all who request them.

Step 3. After the deadline for submitting applications, the developer reviews all applications and determines if the applicant is eligible to rent a unit, based on income, household size, and any other criteria approved by the City as par t of the project’s Marketing Plan. The developer must verify income as described in the developer’s Marketing Plan.

Step 4. The developer submits to the City a) a complete listing of all pre -screened applicants, indicating the developer’s determination of eligibility (in hard copy and in Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

26 electronic format, either in Excel or Word); and b) the complete file for each applicant, numbered to correspond to the list of applicants.

Step 5. The City reviews and either approves or requests changes in the developer’s submittals, typically within 30 business days.

Step 6. The developer offers units to eligible applicants . Applicants selected to rent an inclusionary unit must agree to sign the rental agreement or lease. Should the initial lease-up progress slowly, the developer may suggest alternate methods for consideration by City to avoid protracted vacancies in the inclusionary units.

Step 7. After all of the incl usionary units are initially rented, or within 120 days of occupancy approval, whichever is earlier, the owner of the rental units submits a Monitoring Report to the City as described in the Guidelines. If all of the inclusionary units have not been rente d when the first report is submitted to the City, any additional monitoring report shall be submitted after all of the inclusionary units have been rented.

Exception for Projects with Other Financing. If a project is financed through a program that has occupant selection and income verification requirements stricter than those of the City, the developer may ask the City to defer to those requirements and not require additional documentation. If approved by the City, the developer may send to t he City copies of documentation required for all monitoring agencies in pl ace of the documentation required by these Guidelines.

Initial Sale of Inclusionary Units
Step 1. The developer submits a Marketing Plan, as described in these Guidelines, to the Housing Division for approval. In addition to the information described earlier in these Guidelines, the Marketing Plan also includes the following:

1. A description of the financing terms to be made available to applicants for the inclusionary units. If applicable, the developer identifies a lender or lenders willing to provide competitively priced purchase money mortgages meeting the City’s standards explained below. However, the developer cannot require prospective buyers of inclusionary units to use the identified lender for permanent financing.

2. For each inclusionary for -sale unit, the developer submits the amount of the proposed affordable sales price , including the calculation used in the determination. All housing costs must be used in the determination including the expected homeowners’ association fees , property taxes , private mortgage insurance and any special assessments, such as special district fees. The City Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

27 will review the proposed affordable sales price(s) and notify the developer if the amount is approved or not. If all of the inclusionary units within a phase of the project are not sold within one year, the developer may submit revised affordable sales price(s) for the unsold units for City review.

Step 2. After approval of the Marketing Plan and approval of the sales price by the City, the developer markets the inclusionary units consistent with the Marketing Plan and makes application packets available to all who request them.

Step 3. After the deadline for submitting applications, the developer reviews all applications and determines if the applicant is eligible to purchase a unit, based on income and preapproval letter. The developer must verify income as described in the developer’s Marketing Plan.

Step 4. The developer submits to the City: a) a complete listing of developer pre- screened applicants and indicating the developer’s determination of eligibility (in hard copy and electronic format, either in Excel or Wor d and also in PDF format); b ) the complete file for each applicant, numbered to correspond to the list of applicants; c) the form of purchase and sale agreement; d) preliminary DRE public report, if applicable Step 5. The City reviews and either approves or requests changes in the developer’s submittals, typically within 30 business days. Once the list of eligible applicants is approved, the City ranks all eligible applicants on a random basis, such as by a lottery.

The developer must send written notice to applicants determined to be ineligible by the City.

Step 6. The developer offers units to applicants beginning at the top of the list established by the City. The developer may not pass over an applicant higher on a list in favor of another because of a higher income. Applicants are to be taken in the order ranked and given a reasonable period to close escrow, normally 60 days after the unit’s final inspection is approved, or after the applicant is selected to purchase a unit, whichever is later. The developer may only exclude ranked applicants, because the applicants were not successful in obtaining financing, were not able to demonstrate the qualifying household income included in their application, or otherwise were not eligible. The developer must send written notice to any excluded applicant within 15 days of the decision to exclude the applicant; copies of such correspondence must be provided to the City. However, developers may close escrow on inclusionary units in any order as homebuyers are able to do so.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

28 Step 7. If the applicant enters into a purchase agreement for the unit, the developer provides to the City for review: a) a copy of the loan underwriting form (Form 1008); b) estimated HUD-1 Settlement Statement; c) legal description of the inclusionary unit; and d) appraised value of the inclusionary unit at unrestricted fair market value. Provided that the documents are consistent with previous represent ations, the City will provide to escrow executed copies of it s homebuyer documents, an executed release of the Affordability Agreement to be recorded with the sale of the unit, and standard escrow instructions. The City will subordinate its deed of trust to accep table purchase money loans listed after Step 8.

The City may require additional time to review the application if the documents provided show a significant change in the homebuyer’s situation since the City’s initial review of the file. If the packet is incomplete, the sale cannot proceed until all needed documents are provided.

Step 8. The title company returns to the City a copy of the executed and recorded deed of trust and request(s) for notice of default and the original executed copy of t he buyer’s disclosure.

Step 9. Within 21 days of completing the sale of all inclusionary units, the developer shall notify all remaining applicants on the waiting list that they were not s elected. Applicants shall be informed that they are welcome to apply for later phases of the development or for other projects. The developer shall notify the City once completing the notification.

Acceptable Purchase Money Loans
The following are acceptable purchase money loans for inclusionary units:

1. Fully documented 30-year fixed rate fully amortized loans.

2. Down payment/closing cost assistance programs provided by the state, federal or other community programs may be allowed upon review and approval by the City.

3. Fees and charges to the borrower for the purchase money loan(s) must be reasonable and consistent with industry standards.

Homebuyers may have one or more purchase money loans, but each loan must meet the standards listed in 1-3.

The following loans are not acceptable purchase money loans for inclusionary units:

1. Loans permitting negative amortization (such as so-called “option ARMS” loans)

2. Loans requiring a balloon payment.

3. Interest only loans.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

29 4. So called “no-documentation” loans.

5. Loans otherwise not meeting the standards specified under “Acceptable Purchase Money Loans.”
Homebuyer Education
Prior to purchase of an inclusionary homeownership unit, all adult home buyers are required to attend a general homebuyer education course offered by a housing counseling agency certified by HUD. If such a course is not scheduled within the next 60 days in person or remotely , an alternate course approved by the Community Development Director may be allowed. The course may cover such topics as basic household finance, the home buying process, credit repair, down payment assistance and basic home maintenance.

Prior to signing legal documents, all adult home buyers will be required to atten d a workshop to orient prospective buyers to the goals of the program and walk through the key provisions of the program’s legal documents.

Financing/Refinancing for Homeownership Units
All loan products used for home purchase or refinancing must be approved by the City.

Buyers must use 30-year fixed rate loans, unless otherwise approved by the Community Development Director. Buyers are not permitted to borrow more than the maximum resale price. The City will review loan documents prior t o each sale or refinancing to ensure consistency with these policies. Refinancing must be approved by the Community Development Director in advance.

Resale Requirements
General Policies

1. An inclusionary unit must not be sold or rented at a price or rent more than the applicable affordable housing cost for the unit.

2. An inclusionary unit must not be sold or rented to a person or persons that do not meet the income restrictions for the unit.

3. No person shall provide false or materially incomplete information to the city or to a seller or lessor of an inclusionary unit to obtain occupancy for housing for which that person is not eligible.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

30 Rental Units
Prior to the close of the sale of an inclusionary unit, the seller shall provide special written notice to the buyer of an inclusionary unit of the affordability restrictions on the inclusionary unit, including but not limited to, the resale price controls , in a document written in plain language and approved in writing by the Community Development Director.

For-Sale Units
Resale Price
The resale price of an owner -occupied inclusionary unit shall be limited to the lesser of the fair market value of the unit as established by a qualified appraiser selected by the Community Development Director based upon three comparable properties or the restricted resale price. The restricted resale price shall be the greater of either the applicable affordable housing cost or an amount equal to the sum of a) the purchase price, b) an amount equal to ten percent of any increase in the applicable affordable housing cost since the previous sale of the unit, c) the adjusted amount of any capital improvements (with City building permits), or other improvements which adds assessed value to the unit, d) any applicable transaction fee charged by an real estate professional, and e) if the occupant has allowed the unit to deteriorate due to deferred maintenance, the restricted retail price shall be discounted in an amount equal to the costs necessary to bring the unit into conformity with the City Municipal Code.

Notice to Buyer Prior to Resale
Prior to the close of escrow of the sale of an inclusionary unit, the seller shall provi de special written notice to the buyer of an inclusionary unit of the affordability restrictions on the inclusionary unit, including but not limited to, the resale price controls, in a document written in plain language and approved in writing by the Commu nity Development Director.

Inheritance of Inclusionary Units
Upon the death of an owner of an owner -occupied inclusionary unit, title in the property may transfer to the surviving joint tenant without respect to the income- eligibility of the household. Upon the death of a sole owner or of all owners of an inclusionary unit and the inheritance of the property by one or more non-income eligible children or stepchildren of the deceased, the property shall be sold to an income-eligible household within one (1) year of the time when the deceased’s estate is settled. Inheritance of an inclusionary unit Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

31 by any other non-income eligible person or persons shall require the sale of the property to an income eligible person as soon as feasible, but not more than one hundred eight y (180) days after the deceased’s estate is settled.

Default
In the case in which a homebuyer is in default, the City’s agreement with buyers of inclusionary homes grants the City an option to purchase the home at the restricted resale price described in these Guidelines if it is sold during the 45-year term of the agreement.

The City may assign its option to purchase to another public agency, a nonprofit organization, or a household meeting income and other requirements. Reasons for default include:

1. Failure to occupy the property as the principal residence of the owner, or renting the property without the City’s permission

2. Non-permitted transfer of the property without notification to the City.

3. Foreclosure on another deed of trust or mortgage.

4. Bankruptcy.

5. Misrepresentation when acquiring the home.

6. Placing an additional encumbrance on the property without City approval.

If the homeowner is in default, the City will normally give the homeowner the opportunity to cure the default, unless there is a need to act immediately, such as in the case of foreclosure. Upon written request for time to cure any violation given to the City by the buyer and seller, it is within the discretion of the City Manager to allow the buyer and seller one hundred eighty days to cure any violation of the resale price controls.

The City may exercise its option to buy the home at an affordable price or may choose to cure the default or utilize other legal remedies as needed to enforce the affordability agreements.

Forfeiture of Funds
If an inclusionary unit for sale is sold for an amount more than the resale price controls, the buyer and seller shall be jointly and severally liable to the City for the entire purchase price of the unit. Recovered funds shall be deposited into the A ffordable Housing Trust Fund.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

32 Principal Residency Requirements
The owner or lessee of an inclusionary unit must reside in the unit as the person’s principal residence for at least ten of every twelve consecutive months unless actively serving in the United States m ilitary. Subject to verification by the Community Development Director, an owner or lessee may live elsewhere for up to six months every five years on account of hardships, including, but not limited to, medical reasons, the need to assist family member in crisis or medical need, and relocation for employment purposes.

The owner or lessee of an inclusionary must not lease or sublease, as applicable, an inclusionary unit without the prior permission of the Community Development Director.

Changes and Adjustments to Rents
Rents may be raised only once every twelve months based on increase in area median income adjusted for assumed household size as published periodically by the California Housing and Community Development Department in the California Code of Regulations, Title 25, Section 6932, or successor provision. Notices of rent increases must be provided to the City and to the tenants of the rental inclusionary units at least 30 days before the effective date of the rent increase, or as otherwise required by law or subsidy program.

Rental Rate Determination
The City or its agent will determine the rental rate for inclusionary units at income level and household size. The rents will be determined based on the annual HCD published income limits and section 50053 of the California Health and Safety Code.

Annual rent (inclusive of fees and utilities) for very low-income units cannot exceed 30% of 50% of the area median income adjusted for the size of the household appropriate for the unit. Annual rent (inclusive of fees and utilities) for low-income units cannot exceed 30% of 60% of the area median income adjusted for household size appropriate for the unit. Annual rent (inclusive of fees and utilities) for moderate income units cannot exceed 30% of 110% of the area median income adjusted for household size appropriate for the unit.

Rent includes all charges related to occupancy of the unit including utilities, parking fees, fees for use of common facilities and other fees and charges. If utilities are not paid by the property owner, the rent for the inclusionary units must be adjusted downward to allow for a utility allowance calculated in accordance with the utility allowances published by the Housing Authority of the County of Riverside.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

33 Monitoring and Compliance
The Housing Division will be responsible for monitoring of the inclusionary units to ensure compliance. The developer/owner of the rental property shall retain records and make them available to the City upon request. The books and accounts of the inclusionary units shall be kept in conformity with reasonable accounting practices and consistently applied.

This list of records and reports relating to the Project is in addition to any documents required by other funding sources. The records and reports include, but are not limited to the following:
• Eligible tenant information, including leases and yearly income verifications; • Rent roll listing all inclusionary units, the names of tenants, the dates of their tenancies and the amount of rents and security deposits charged and collected. • Management Plan listing name, background and experience of the property manager and including tenant selection criteria, selection procedures, establishment and maintenance of waiting lists, the lease and rental agreement, a copy of any “House and Ground Rules” and all policies to be used to ensure compliance with the income and any other requirements for eligibility or occupancy; • On-site inspection records;
• Affirmative marketing records;
• Insurance policies and notices;
• Equal Employment Opportunity and Fair Housing records; • Labor costs and records;
• An audited income and expense statement and balance sheets for the developer/owner;
• An audited income and expense statement and balance sheets for the Project; • A report for the calendar year showing rental income, other income, expenses, anticipated repair s and replacements to the Project, timing of such repairs and replacements, insurance maintained on behalf of the Project, and such other matters as the City may require in its sole discretion;
• Federal and State income tax returns for the calendar year, ending on the preceding December 31
st;
• Annual analysis of reserves for repair and replacement; • Annual certification and representation regarding status of all loans, encumbrances and taxes;
• Annual statement regarding condition of the Property and disclosing any known defects;
Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

34 • An OMB A-133 financial audit (if applicable); and, • Such other and further information and records as the City shall request in writing.

The Owner must retain all documents and records pertaining to the rents charged, income of tenants and all matters related to the Owner’s obligation for a period of three years and shall make them available to the City five business days from being noticed. If the provisions of any federal or state law or regulation require a longer retention period, the Owner must comply with such period of retention.

The City may conduct audits of the rents charged, income of tenants and all matters relating to the Owner’s obligations under the Agreement and within three years after the last day of the applicable period to which such records relate, and Owner shall cooperate with the City’s auditors in conducting the audit.

Project Monitoring – Rental Units
Rental projects developed under the Inclusionary Housing Program are monitored annually by the Housing Division t o determine compliance with the terms of the Affordability Agreement recorded against the property.

The owner of any rental inclusionary unit shall certify to the Community Development Director the income of the tenant at the time of the initial rental and annually thereafter.

An annual certification of ownership is also required.

Annual Procedures - Rental Units

1. An Inclusionary Housing Project Summary form is initiated by the Housing Division for each project. The terms of the Inclusionary Agreement are verified, and the rent and occupancy limits are noted on the form.

2. Initial letters and an Annual Monitoring Report, are mailed, by the Housing Division, to property owners requiring completion of the Annual Monitoring Report as described below

3. Failure to cooperate with the monitoring review process will be considered a breach of the Affordability Agreement. The City Attorney may be notified in order that legal remedies may be initiated.

4. The Housing Division will review information provided by the owner and tenants to determine compliance with the Affordability Agreement as it pertains to allowable rents, number of restricted units, current incom e of tenants a nd any further restrictions on occupancy specified in the Agreement.

5. A letter will be issued to the property owner addressing any compliance issues. In general, a 30-day corrective action period will be allowed.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

35 Annual Monitoring Report for Rental Inclusionary Units The property manager of all inclusionary units must submit an Annual Monitoring Report to the City by April 1st of each year. If April 1st is not a business day, the Annual Monitoring Report shall be due on the first succeeding business day after April 1 st. The Annual Monitoring Report includes:

1. Income and household size of all households residing in inclusionary units;

2. Identification of all inclusionary units by income category (very low, low, or moderate) and number of bedrooms within the development;

3. Monthly rent charged for each inclusionary unit and any additional charges, including utilities, parking and any other costs; and

4. Vacancy percentage of inclusionary units during the previous year.

5. Other information necessary to ensure that the inclusionary units are being rented in accordance with the Affordability Agreement.

If a project is financed through an affordable housing program requiring annual reports that include the above information, the City may elect to defer those requirements and not require additional monitoring reports. If approved by the City, the management firm may send to the City copies of the annual report required for other monitoring agencies.

The City may, at its option, perform additional monitoring of the inclusionary rental units, including review of management records, performance of an audit, contacts with tenants, and other reasonable monitoring to ensure compliance with the Affordability Agreement.

Occupancy Conditions
The approved tenant(s) must occupy the inclusionary rental unit during the entire term of the lease. If an additional occupant (roommate, family member, etc.) moves into the inclusionary unit, the additional occupant will be considered part of the existing household. In such cases, the inclusionary tenant must obtain written approval from property management prior to new occupants moving into the inclusionary unit. The entire household’s income will then be calculated by the property manager and additional occupants will not be allowed to move into the unit if the household is no longer eligible for the unit (due to income, occupancy standards or other requirements). If the tenant(s) fail to receive writ ten approval from the property management for any changes in occupancy or if the tenant(s) subleases the property, the tenant household will no longer be eligible to occupy the inclusionary unit.

Owning Property
Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

36 The applicant(s) cannot own a home and/or be on the title of a property in order to qualify for an inclusionary rental unit.

Effect of Increased Tenant Incomes
The property manager must annually monitor the income of tenants in inclusionary units.

If annual monitoring shows that the income of a tenant household occupying a very low - income inclusionary unit exceeds fifty percent of area median income, but not eighty percent of area median income, as adjusted for household size, the tenant household may remain in the unit at a rent that is affordable to lower income households. After that tenant household vacates the unit, it must again be rented to an eligible very low-income tenant household at a rent that is affordable to very low-income households.

If the income of a tenant household occupying either a very low income or a lower income inclusionary unit exceeds eighty percent of area median income, but not one hundred twenty percent of area median income, as adjusted for household size, the tenant household may remain in the unit at a rent that is affordable to moderate income households. After that tenant household vacates the unit, it must again be rented to an eligible low-income tenant household at a r ent that is affordable to low -income households.

If the income of a tenant household occupying a very low income, lower income or moderate-income inclusionary unit exceeds one hundred twenty percent of area median income, adjusted for household size, then the tenant household must be given six months’ notice to vacate the unit. To avoid displacing these households, the owner may, at the owner’s option and with the City’s approval, allow the tenant to remain in the original unit at market-rate and designate the next newly vacated unit as the replacement inclusionary unit within the appropriate income category.

If the terms of another governmental subsidy restrict the owner’s ability to raise the tenant’s rent or to require the tenant to vacate the unit (for instance, a tax credit project), then the City will modify its Affordability Agreement so that these provisions are consistent among the various programs.

Project Monitoring – For-Sale Units
The City of Jurupa Valley will monitor compliance with the terms and conditions of the Affordability Agreement recorded against for-sale units developed under the Inclusionary Housing Program. The applicant/developer and all subsequent owners on an inclusionary unit offered for sale shall certify under penalty of perjury, in form and content Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

37 acceptable to the City, the income of the purchaser. Annual monitoring will include the owner occupancy requirement and prohibitions against the rental of the dwelling. The monitoring will provide owners with an opportunity to become familiar with the Inclusionary Housing Program and any changes in adopted policies and procedures.

Annual Procedures – For-Sale Units

1. Initial letters are mailed by the Housing Division to homeowners providing notification of the requirement to complete and submit a C ertification of Owner - Occupancy to the City within 21 days of the date on the request letter or the first business day thereafter.

2. If a property has changed ownership without notice to the City, staff will schedule an appointment with the new homeowner to discuss the provisions of the affordability requirements. Areas of concern will include review of the buyer’s ability to meet standard program eligibility requirements, pur chase price and continued participation in the program.

3. Where the review raises compliance concerns, the homeowner will receive written notice of the compliance issue. In general, a 30- day corrective action period will be allowed.

4. Every effort will be made to provide homeowners with information needed to complete the monitoring review and maintain compliance with the Affordability Agreement. However, referrals will be made to the City Attorney when appropriate because of non-compliance.

Enforcement
In addition to or in alignment with other enforcement actions described in these Guidelines, any violations of the Ordinance, Code, Guidelines, Inclusionary Housing Plan and Affordability Agreement may be subject to penalties and remedial procedures described in Chapters 1,15, 1.16, 1.20 and 1.25 of the Jurupa Valley Municipal Code.

The provisions of the Ordinance, Code, Guidelines and any Agreements appl y to all owners, developers, their agents, successors and assignees that propose a residential development, occupy an inclusionary unit or both. All inclusionary units must be sold or rented in accordance with all applicable regulations and administrative guidelines.

Any individual who sells or rents an inclusionary unit in violation of the provisions in the Ordinance, Code, these Guidelines or the Affordability A greement will be required to forfeit to the C ity all monetary amounts obtained in violation. Recovered funds will be deposited into the Inclusionary (Affordable) Housing Trust Fund.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

38 Upon the occurrence of a default by the Owner under the Affordability Agreement that is not cured within 30 days after written notice from the City, the City may apply to any court for specific performance of the Agreement. The Agreement details procedures and remedies that the City is authorized to undertake to enforce the Agreement.

The City Attorney may institute legal actions necessary to ensure compliance.

Affordable Housing Trust Fund
Housing in-lieu fees collected by the City pursuant to the Ordinance will be deposited into an affordable housing trust fund maintained by the City for use in the site acquisition , development, rehabilitation, program administration, or preservation of affordable housing, either directly by the City or in partnership with a thir d-party affordable housing developer.

Administrative Guidelines Inclusionary Housing Ordinance City of Jurupa Valley

39 APPENDIX

$ 94,500
ONE $32,650 $2,721 $816 $39,690 $3,308 $992 $52,200 $4,350 $1,305 TWO $37,300 $3,108 $932 $45,360 $3,780 $1,134 $59,650 $4,971 $1,491 THREE $41,950 $3,496 $1,048 $51,030 $4,253 $1,275 $67,100 $5,592 $1,677 FOUR $46,600 $3,883 $1,165 $56,700 $4,725 $1,417 $74,550 $6,213 $1,863 FIVE $50,350 $4,196 $1,258 $61,236 $5,103 $1,530 $80,550 $6,713 $2,013 SIX $54,100 $4,508 $1,352 $65,772 $5,481 $1,644 $86,500 $7,208 $2,162 SEVEN $57,800 $4,817 $1,445 $70,308 $5,859 $1,757 $92,450 $7,704 $2,311 EIGHT $61,550 $5,129 $1,538 $74,844 $6,237 $1,871 $98,450 $8,204 $2,461 ONE $66,150 $5,513 $1,653 $72,765 $6,064 $1,819 $79,400 $6,617 $1,985 TWO $75,600 $6,300 $1,890 $83,160 $6,930 $2,079 $90,700 $7,558 $2,267 THREE $85,050 $7,088 $2,126 $93,555 $7,796 $2,338 $102,050 $8,504 $2,551 FOUR 94,500$ $7,875 $2,362 $103,950 $8,663 $2,598 $113,400 $9,450 $2,835 FIVE $102,050 $8,504 $2,551 $112,266 $9,356 $2,806 $122,450 $10,204 $3,061 SIX $109,600 $9,133 $2,740 $120,582 $10,049 $3,014 $131,550 $10,963 $3,288 SEVEN $117,200 $9,767 $2,930 $128,898 $10,742 $3,222 $140,600 $11,717 $3,515 EIGHT $124,750 $10,396 $3,118 $137,214 $11,435 $3,430 $149,700 $12,475 $3,742 Annual
Income
Household
Size
30%
Monthly
Annual
Income
30%
Monthly
Monthly
Income
Monthly
Income
100% 110%
Median Income
Household
Size
Very Low Income
Annual
Income
Monthly
Income
30%
Monthly
Annual
Income
Monthly
Income
30%
Monthly
50% 60%
Monthly
Income
EXHIBIT 1 Riverside-San Bernardino-Ontario, CA MSA Household Income Limits 2023 Effective Date: June 6, 2023:

Note: The following household income limits are calculated using HCD methodology to comply with Health and Safety Code Sections 50052.5 and 50053.

Annual
Income
Monthly
Income
30%
Monthly
80%
Low Income
30%
Monthly
120%
Moderate Income
Annual
Income
Exhibit 2
Housing Authority of the County of Riverside
(HACR)
Utility Allowance Schedules
The HACR has adopted the following Utility Allowance Schedules, which are updated periodically, and available on the HACR and City of Jurupa Valley website.

Housing Authority of the County of Riverside Utility Allowance Schedules

1. Apartments - Standard (1-7 bedrooms) Utility Allowance

2. Detached house, mobile/manufactured home – Standard (1-7 bedrooms) Utility Allowance

3. Apartment- Energy Efficient (1-6 bedrooms)

COUNTY: 2023
$94,500 4-PERSON

RENTER OWNER
50053 50052.5
Extremely Low Income 30% 30% HCD 2023 Income Limits
Very Low 50% 50% Formula:

Low 60% 70% (These columns show how the maximum monthly rent and Moderate 110% 110% maximum housing cost were calculated.) County
Unit Max Monthly Max Monthly Max Median % Area Family
Size Rent Cost House Cost Cost Upper Median Size
Income Group Bedroom(s)(Renters) (Owners) [ % Limit Income Adj. Months] 0 (Studio) 496.13$ same [ 30% x 30% 94,500$ x 0.70 ) /12] 1 bedroom 567.00$ same [ 30% x 30% 94,500$ x 0.80 ) /12] 2 bedroom 637.88$ same [ 30% x 30% 94,500$ x 0.90 ) /12] 3 bedroom 708.75$ same [ 30% x 30% 94,500$ x 1.00 ) /12] 4 bedroom 765.45$ same [ 30% x 30% 94,500$ x 1.08 ) /12] 0 (Studio) 826.88$ same [ 30% x 50% 94,500$ x 0.70 ) /12] 1 bedroom 945.00$ same [ 30% x 50% 94,500$ x 0.80 ) /12] 2 bedroom 1,063.13$ same [ 30% x 50% 94,500$ x 0.90 ) /12] 3 bedroom 1,181.25$ same [ 30% x 50% 94,500$ x 1.00 ) /12] 4 bedroom 1,275.75$ same [ 30% x 50% 94,500$ x 1.08 ) /12] 0 (Studio) 992.25$ [ 30% x 60% 94,500$ x 0.70 ) /12] 1 bedroom 1,134.00$ [ 30% x 60% 94,500$ x 0.80 ) /12] 2 bedroom 1,275.75$ [ 30% x 60% 94,500$ x 0.90 ) /12] 3 bedroom 1,417.50$ [ 30% x 60% 94,500$ x 1.00 ) /12] 4 bedroom 1,530.90$ [ 30% x 60% 94,500$ x 1.08 ) /12] 0 (Studio) 1,157.63$ [ 30% x 70% 94,500$ x 0.70 ) /12] 1 bedroom 945.00$ [ 30% x 70% 94,500$ x 0.80 ) /12] 2 bedroom 1,063.13$ [ 30% x 70% 94,500$ x 0.90 ) /12] 3 bedroom 1,181.25$ [ 30% x 70% 94,500$ x 1.00 ) /12] 4 bedroom 1,275.75$ [ 30% x 70% 94,500$ x 1.08 ) /12] 0 (Studio) 1,819.13$ [ 30% x 110% 94,500$ x 0.70 ) /12] 1 bedroom 2,079.00$ [ 30% x 110% 94,500$ x 0.80 ) /12] 2 bedroom 2,338.88$ [ 30% x 110% 94,500$ x 0.90 ) /12] 3 bedroom 2,598.75$ [ 30% x 110% 94,500$ x 1.00 ) /12] 4 bedroom 2,806.65$ [ 30% x 110% 94,500$ x 1.08 ) /12] 0 (Studio) 2,122.31$ [ 35% x 110% 94,500$ x 0.70 ) /12] 1 bedroom 2,425.50$ [ 35% x 110% 94,500$ x 0.80 ) /12] 2 bedroom 2,728.69$ [ 35% x 110% 94,500$ x 0.90 ) /12] 3 bedroom 3,031.88$ [ 35% x 110% 94,500$ x 1.00 ) /12] 4 bedroom 3,274.43$ [ 35% x 110% 94,500$ x 1.08 ) /12] 1 2 3 4 5 6 7 8

0.7 0.8 0.9 1.0 (base) 1.08 1.16 1.24 1.32
EXHIBIT 3 - AFFORDABLE HOUSING COSTS
Per Person (PP) adjustment above 8: (1) multiply the four-person income limit by eight percent (8%), (2) multiply result by number of persons in excess of eight, (3) add the amount to the income limit for eight persons, and (4) round the result to the nearest $100.

For households larger than eight persons, (all income categories), determine income limit as follows:

Family Size (1-8) adjustment: Adjustments are made so larger families have larger incomes. The 4-person income limit serves as the base in calculating income limits for household sizes larger than 4 persons. For family sizes ranges from 1 to 8 persons, the multipliers are as follows:

Number of Persons (below):

Decimal Multipliers (above):

Extremely
Low Income
HH
Health and Safety Codes:

Moderate
Income HH
30% does not
apply to owners
(35% below
does)
35% does not
apply to renters
(30% below
does)
Very Low
Income HH
Low Income
HH
60% does not
apply to owners
(70% below
does)
70% does not
apply to renters
(60% below
does)
Affordable Housing Costs/Rents AREA MEDIAN INCOME:

RIVERSIDE
(use "State Income Limits" at link below)
Note: amounts do not reflect required allowances to deduct Instructions:

ENTER IN YELLOW FIELDS ONLY
Affordable Address:

Affordable Housing Cost Annual Monthly Income
$0.00
Annual & Monthly Costs Annual Monthly
Estimated HOA Fees: $0.00
Estimated Property Insurance and Maintenance: $0.00
Estimated PropertyTaxes: $0.00
Estimated District Fees: $0.00
Estimated Utility Allowance (Based on unit size, see Riverside County Utilities Chart) $0.00 $0.00
Amount Available for Mortgage Payment $0.00 $0.00
Enter Interest Rate Here:

Amount of 30-Year Fixed-Rate Mortgage: $0.00
Amount of Down Payment as a %:

Estimated Sales Price of Affordable Unit: $0.00
Current Mortgage Rates Data Since 1971
EXHIBIT 4 Worksheet for Estimating the Sales Price of an Affordable Unit -Enter the affordable housing cost pursuant to California Health and Safety Code 50052.5 -Enter estimated monthly homeowners association fees
-Enter estimated annual property taxes
-Enter estimated monthly property insurance and maintenance expenses -Enter estimated monthly district fees
-Enter estimated utility allowance based on bedroom size -Enter Freddie Mac monthly average commitment rate for 30-year fixed-rate mortgages (see link) -Enter estimated five percent down

CITY OF JURUPA VALLEY
Page | 1

STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCILMEMBERS
FROM: ROD BUTLER, CITY MANAGER
BY: JOE PEREZ, COMMUNITY DEVELOPMENT DIRECTOR
SUBJECT: AGENDA ITEM NO.16.B

PROGRESS REPORT ON PERMIT READY ACCESSORY DWELLING

UNIT PLANS

RECOMMENDATION
That the City Council p rovide comments on the permit -ready accessory building floor plans and elevations and r eceive and file the progress report on the development of permit-ready accessory dwelling unit plans.

BACKGROUND
On March 3, 2023, the City Council approved an agreement with RRM Design Group to develop permit -ready plans for accessory dwelling units (ADUs). The objective of the Permit Ready Accessory Dwelling Unit (PRADU) project is to promote the construction of ADUs by providing property owners with a range of alternative PRADU plans. These plans offer customizable options, allowing for variations in architectural style, exterior materials, and fenestration to align with i ndividual owners' preferences. Once the final PRADU plans are completed and made available to the public, they will significantly reduce costs for applicants who would otherwise need to prepare their own plans.

Additionally, this will expedite the approval process for ADUs during the building plan check phase.

The funding for this project is derived from a $130,000 Local Early Action Planning (LEAP) grant from the California Department of Housing and Community Development.

PRADU CONCEPT PLANS
RRM has developed the following four ADU floor plans and elevations of varying sizes:
 Plan 1: Studio unit - 500 square feet
 Plan 2: One-bedroom unit - 730 square feet
 Plan 3: Two-bedroom/two-bathroom unit - 1,000 square feet  Plan 4: Three-bedroom/two-bathroom unit - 1,000 square feet

RETURN TO AGENDA
Page | 2

Figure 1 ADU Proposed Floor Plans
These concept plans reflect typical ADU floor area proposals currently seen in the City.

The most frequently proposed ADU size is 1,000 square feet which is the maximum size allowed per code. ADUs of 749 square feet or less are also common because ADUs that are under 750-square-foot are exempt from certain development impact fees.

Page | 3

Figure 2 Architectural Survey
In addition, each ADU plan includes a choice of three architectural styles: California Ranch, Cottage/Craftsman, and Mediterranean. To inform the inclusion of architectural style options, RRM conducted a field survey across various residential neighborhoods in the City (see the California Ranc h example in Figure 1). Based on this survey, RRM recommended offering the three styles as options with each ADU plan.

Attachment 1 includes the concept plan set for the four ADU types described above. It is appropriate for the City Council to provide comments on the four proposed plans prior to RRM completing the final working drawings.

Figure 3 Three proposed Architectural Styles

NEXT STEPS
RRM will incorporate City Council feedback to further refine the ADU plans and proceed with the development of comprehensive construction documents. This final design phase will undergo thorough scrutiny by the City Planning, Building, and Engineering teams to ensure full compliance with both municipal and state regulations.

Next, RRM will collaborate closely with the City to create an informative ADU manual designed to assist the general public in understanding the ADU implementation process and available options. This comprehensive guide will feature a user-friendly checklist that outlines the specific requirement s corresponding to each ADU type, as well as streamlined application forms to simplify the submission process.

Page | 1

STAFF REPORT
DATE: SEPTEMBER 21, 2023
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: JOE PEREZ, COMMUNITY DEVELOPMENT DIRECTOR
SUBJECT: AGENDA ITEM NO. 16.C

DISCUSSION O F PERMIT-READY PLANS FOR BARNS, STORAGE

SHEDS, ANIMAL STALLS AND DETACHED PATIO COVERS

RECOMMENDATION

1. That the City Council review the report and provide direction regarding the preparation of permit-ready plans for accessory buildings.

BACKGROUND
This report is in response to the C ity Council's directive during its June 14, 2023 budget discussion. The City Council requested that staff bring back a discussion item regarding the preparation of permit-ready plans for certain detached residential accessory buildings, including barns, storage sheds, animal stalls, and patios/shade structures. This report provides information on the number of building permits issued for these accessory building categories over the past two years, along with the current process for detached patio covers. Additionally, it presents an estimate for the cost of developing permit-ready plans for these accessory buildings.

ANALYSIS
Building Permit Data:

A review was conducted on the total number of building permits issued and finaled for the following accessory building categories in the past two years:

1. Barns - 2 building permits issued, with 1 building permit finaled.

2. Patio covers/shade structures - 266 building permits issued (25 for detached patio covers and 241 attached patio covers) with 178 being finaled.

3. Storage sheds - 6 building permits issued; none have been finaled (note: storage sheds of 120 sq. ft. or less do not require a building permit).

RETURN TO AGENDA

Page | 2

4. Animal stalls - 8 building permits issued; 4 have been finaled. (See Attachment 1, accessory building permit spreadsheets).

To provide a basis of comparison of these accessory building types, the total number of building permits issued for Accessory Dwelling Units (ADU) over the same time period amounts to 187 versus a total 282 accessory buildings (barns, detached patio covers, storage sheds, animal stalls).

Standard Patio Cover Plan:

Currently, the Building & Safety Department offers a standard patio cover plan, (Attachment 2), that applicants can use as an alternative to preparing and submitting their own set of plans for constructing attached or detached patio covers. Out of the 266 patio cover/shade structure building permits issued in the last two years, 33 (12%) of those permits utilized the City standard patio cover plan, which eliminated the need for the applicant to incur the cost of preparing separate plans.

Cost Estimate of Ready-Permit Plans:

The City has engaged the services of RRM Design, an architectural firm, to develop permit-ready plans for Accessory Dwelling Units (ADUs). As per the City Council's directive, the estimated cost for preparing permit-ready plans for the accessory buildings was obtained from RRM Design. The cost estimate is $20,000 and is based on the following average accessory building sizes stated on the building permit:

1. Barns – 1,200 square feet

2. Patio covers - 400 square feet

3. Storage sheds - 300 square feet

4. Animal stalls - 350 square feet

5. Optional - Detached garages including RV - 900 square feet Options for the City Council consideration:

1. Provide additional guidance or direction regarding the preparation of permit- ready plans for these accessory buildings.

2. Consider removing patio cover from the list of permit -ready accessory buildings since the City already has a standard patio cover plan.

3. If the City Council wishes to proceed with the development of permit -ready plans for barns, storage sheds, animal stal ls, and detached patios/shade structures, the City Council may direct staff to prepare a request for proposal (RFP) for architectural services to develop the permit-ready plans.

4. Appropriate the necessary funds, $30,000, for engaging an architectural firm to develop permit-ready plans for the identified accessory buildings.

ATTACHMENT 1
Accessory building permit history
(Past two years)
Permit No. Status Permit TypApplication Name # Dir Street Name Street Typ Opened Date Parcel No.

B23-001384 Issued Patio 7960 PUTTERS CIR 6/20/2023 166560015 B23-001373 Issued Patio PATIO COVER 6291 GLENWOOD SPRINGS DR 6/19/2023 177440027 B23-001372 Issued Patio PATIO COVER 3130 DENALI DR 6/19/2023 177422001 B23-001370 Issued Patio PATIO COVER 3122 DENALI DR 6/19/2023 177422002 B23-001350 Finaled Patio PATIO COVER 11672 DEL SUR DR 6/16/2023 160210023 B23-001339 Issued Patio PATIO COVER 6867 RANGELEY WAY 6/14/2023 157320071 B23-001334 Issued Patio PATIO COVER 2940 WINTER PARK AVE 6/14/2023 177401026 B23-001329 Issued Patio PATIO COVER 5141 SULPHUR DR 6/13/2023 160081015 B23-001328 Issued Patio PATIO COVER 4811 STITS CIR 6/13/2023 160380011 B23-001326 In Review - 1st Submittal Patio PATIO COVER 5671 GALAXY LN 6/13/2023 160071001 B23-001318 Issued Patio PATIO COVER 3143 MAMMOTH AVE 6/9/2023 177411005 B23-001222 Issued Patio PATIO COVER 9066 59TH ST 5/25/2023 165292006 B23-001181 Issued Patio 5686 HAMLIN CT 5/22/2023 186132014 B23-001169 Closed - Final Patio PATIO COVER 3209 MALIBU CREEK DR 5/19/2023 177430008 B23-001163 Closed - Final Patio PATIO COVER 4899 PRAIRIE RUN RD 5/18/2023 160490009 B23-001162 Issued Patio PATIO COVER 6307 GLENWOOD SPRINGS DR 5/18/2023 177440029 B23-001136 Returned to Applicant Patio PATIO COVER / PORCH 8390 45TH ST 5/17/2023 171241024 B23-001126 In Review - 1st Submittal Patio PATIO COVER 1176 HALL AVE 5/16/2023 175210063 B23-001125 In Review - 1st Submittal Patio PATIO COVER 1136 HALL AVE 5/16/2023 175210062 B23-001111 Issued Patio PATIO COVER 8499 56TH ST 5/15/2023 166120022 B23-001104 Issued Patio PATIO COVER 6374 MANN AVE 5/12/2023 157222013 B23-001058 In Review - 2nd Submittal Patio PATIO COVER 5105 MARLATT ST 5/5/2023 159241001 B23-001045 Closed - Final Patio PATIO COVER 6347 GLENWOOD SPRINGS DR 5/4/2023 177440034 B23-001006 Closed - Final Patio PATIO / ATTACHED WITH ELECTRICAL 5452 GOLF ST 5/2/2023 166550032 B23-001005 Closed - Final Patio PATIO / ATTACHED WITH ELECTRICAL 6854 BANK SIDE DR 5/2/2023 157320054 B23-000924 Issued Patio GABLE 7325 FONT AVE 4/21/2023 185130036 B23-000875 Closed - Final Patio PATIO COVER 6459 CANYONLANDS DR 4/18/2023 177420007 B23-000839 Closed - Final Patio PATIO COVER 10251 ROUSELLE DR 4/13/2023 156304017 B23-000727 Closed - Final Patio PATIO / ATTACHED WITH ELECTRICAL 3157 MOAB CT 4/3/2023 177440015 B23-000583 Issued Patio PATIO COVER 3919 TWINING ST 3/20/2023 181092028 B23-000534 Issued Patio PATIO COVER 3919 TWINING ST 3/13/2023 181092028 B23-000487 Issued Patio 3104 MAMMOTH AVE 3/6/2023 177412022 B23-000438 Issued Patio FRONT PORCH 11729 HOLMES AVE 3/2/2023 157181007 B23-000413 Closed - Final Patio PATIO COVER 4763 GRAPHITE CREEK RD 2/28/2023 160391002 B23-000407 Closed - Final Patio PATIO COVER 6486 BIG BEND WAY 2/27/2023 177430026 B23-000365 Issued Patio PATIO COVER 2715 ARCHES CT 2/21/2023 177391018 B23-000335 Issued Patio PATIO COVER 11935 GADWALL DR 2/17/2023 160361024 B23-000296 Closed - Final Patio PATIO COVER 5705 BAIN ST 2/14/2023 161172017 B23-000295 Issued Patio DECK/PATIO 4087 AVON ST 2/14/2023 169060008 B23-000276 Issued Patio PATIO COVER 11232 JURUPA RD 2/10/2023 160142003 B23-000260 Closed - Final Patio PATIO COVER 3141 MOAB CT 2/8/2023 177440013 B23-000257 Returned to Applicant Patio PATIO COVER / BATHROOM 11681 BARWOOD DR 2/8/2023 160090073 B23-000224 Closed - Final Patio PATIO COVER 6475 CANYONLANDS DR 2/3/2023 177420009 B23-000197 Issued Patio PATIO COVER 4657 ROCKINGHAM LP 1/31/2023 167351003 B23-000195 Closed - Final Patio PATIO COVER 5165 ECLIPSE AVE 1/31/2023 160141024 B23-000191 Closed - Final Patio PATIO COVER / ATTACHED 5438 GOLDEN WEST AVE 1/30/2023 186080004 B23-000187 Applicant Notified Patio PATIO COVER 3957 AVON ST 1/30/2023 169032007 B23-000182 Closed - Final Patio PATIO COVER 7334 VEGA AVE 1/27/2023 185284004 B23-000173 Closed - Final Patio PATIO COVER 6604 HANNAH ROCK CT 1/26/2023 177400014 B23-000168 Closed - Final Patio PATIO COVER 5337 37TH ST 1/26/2023 179252006 B23-000155 Closed - Final Patio PATIO/ ATTACHED 5361 CAPELLA CT 1/24/2023 160143037 B23-000125 Closed - Final Patio PATIO COVER 4742 PINNACLE ST 1/19/2023 183365002 Patio Cover Building Permits
B23-000071 Closed - Final Patio PATIO COVER 6331 GLENWOOD SPRINGS DR 1/12/2023 177440032 B22-003739 Closed - Final Patio PATIO COVER 4319 SOLOMON ST 12/19/2022 171281010 B22-003738 Issued Patio PATIO COVER 12065 OXBOW WAY 12/19/2022 157300017 B22-003735 Issued Patio PATIO COVER 11676 BLUEBEARD CT 12/19/2022 160290013 B22-003663 Applied Patio PATIO COVER 6269 FERDINAND ST 12/12/2022 162324006 B22-003564 Issued Patio PATIO COVER 6257 CROSS RIVER DR 12/7/2022 185331007 B22-003558 Closed - Final Patio PATIO COVER 6608 BRYCE CANYON CT 12/7/2022 177412009 B22-003499 Closed - Final Patio PATIO COVER 7335 ROCKRIDGE RD 12/1/2022 183330014 B22-003456 Issued Patio PATIO COVER 3111 MAMMOTH AVE 11/23/2022 177411009 B22-003452 Issued Patio PATIO COVER 11404 CORTE CUYAMA 11/23/2022 160331054 B22-003429 Closed - Final Patio PATIO COVER 10386 ROUSELLE DR 11/21/2022 156242013 B22-003297 Closed - Final Patio PATIO COVER 4302 HERNANDEZ ST 11/8/2022 171281002 B22-003286 Closed - Final Patio PATIO COVER 4759 MOUNT RAINIER ST 11/8/2022 183363007 B22-003258 Closed - Final Patio PATIO COVER 6569 ZION WAY 11/4/2022 177390001 B22-003254 Closed - Final Patio PATIO COVER 6602 JUNE MOUNTAIN WAY 11/3/2022 177393001 B22-003229 Issued Patio PATIO COVER - ENCLOSED 11569 PERIWINKLE PL 11/1/2022 160311023 B22-003187 Closed - Final Patio PATIO COVER 9622 53RD ST 10/27/2022 167212005 B22-003181 Closed - Final Patio PATIO COVER 4918 CARL CT 10/27/2022 160382021 B22-003179 Issued - Revisions Patio PATIO COVER 8791 60TH ST 10/27/2022 165140036 B22-003174 Ready to Issue Patio PATIO COVER 5542 MARLATT ST 10/26/2022 161082023 B22-003149 Issued Patio PATIO COVER 5239 37TH ST 10/24/2022 179292006 B22-003142 Issued Patio PATIO COVER TO BE LEGALIZED 9694 BIRMINGHAM AVE 10/24/2022 167303001 B22-003109 Closed - Final Patio PATIO COVER 7515 CANYON TERRACE DR 10/19/2022 185381041 B22-003052 Closed - Final Patio PATIO COVER 4695 PRAIRIE RUN RD 10/13/2022 160501004 B22-002998 Closed - Final Patio PATIO COVER 5543 GOLF ST 10/12/2022 166540004 B22-002937 Closed - Final Patio PATIO COVER 12084 MALACHITE CT 10/7/2022 152612032 B22-002880 Closed - Final Patio PATIO COVER 7571 FRAZER DR 10/4/2022 183261004 B22-002866 Closed - Final Patio PATIO COVER 5023 CROCUS CT 10/3/2022 160281022 B22-002852 Applied Patio 12155 TRIBUTARY WAY 9/30/2022 157270016 B22-002804 Closed - Void Patio PATIO COVER 3957 AVON ST 9/27/2022 169032007 B22-002778 Issued Patio PATIO COVER 6420 LORENA AVE 9/26/2022 157102030 B22-002742 Closed - Final Patio PATIO COVER 3225 MALIBU CREEK DR 9/22/2022 177430010 B22-002692 Returned to Applicant Patio PATIO COVER 11687 DEL SUR DR 9/16/2022 160210080 B22-002688 Closed - Final Patio PATIO COVER 4850 VANDERHAM WAY 9/16/2022 160492004 B22-002667 Closed - Final Patio PATIO COVER 12002 MEANDER WAY 9/14/2022 157300036 B22-002648 Closed - Final Patio PATIO COVER 6877 KEYWAY CT 9/13/2022 157330003 B22-002647 Closed - Final Patio PATIO COVER 9485 VENETIAN WAY 9/13/2022 162320016 B22-002628 Closed - Final Patio PATIO COVER 2840 HELLER DR 9/12/2022 177293012 B22-002625 Closed - Final Patio PATIO COVER 6470 WINEVILLE AVE 9/12/2022 157111003 B22-002611 Closed - Final Patio PATIO COVER 7291 ROCKRIDGE RD 9/9/2022 183340003 B22-002585 Closed - Final Patio PATIO COVER 6449 BIG BEND WAY 9/7/2022 177422019 B22-002566 Closed - Final Patio PATIO COVER 7869 STANDISH AVE 9/6/2022 166141017 B22-002528 Closed - Final Patio PATIO COVER 4654 BRETT CT 9/1/2022 160401002 B22-002512 Issued Patio PATIO COVER 3098 DENALI DR 8/31/2022 177422005 B22-002509 Closed - Final Patio PATIO COVER 8083 BIG RANGE DR 8/31/2022 166040028 B22-002496 Closed - Final Patio PATIO COVER TO BE LEGALIZED 6313 ALTON ST 8/30/2022 182091001 B22-002454 Closed - Final Patio PATIO COVER 2771 ARCHES CT 8/25/2022 177391025 B22-002448 Closed - Final Patio PATIO COVER 2763 ARCHES CT 8/25/2022 177391024 B22-002406 Closed - Final Patio PATIO COVER 2720 STONEY POINT COVE 8/23/2022 177381010 B22-002354 Closed - Final Patio PATIO ENCLOSURE 10331 OAK BARK LN 8/19/2022 156282004 B22-002327 Closed - Final Patio PATIO COVER 6569 45TH ST 8/18/2022 182372002 B22-002318 Issued Patio PATIO COVER 3240 MALIBU CREEK DR 8/17/2022 177431009 B22-002297 Issued Patio PATIO COVER 11482 PARKCENTER DR 8/16/2022 160100079 B22-002244 Closed - Final Patio PATIO COVER 5664 PTOLEMY WAY 8/10/2022 160072018 B22-002231 Closed - Final Patio PATIO COVER 11879 TURQUOISE WAY 8/9/2022 152382007 B22-002230 Applied Patio PATIO COVER 12045 SELENITE ST 8/9/2022 152610001 B22-002192 Closed - Final Patio PATIO 4442 LONE TRL 8/4/2022 171242003 B22-002125 Issued Patio GAZEBO 4870 LAUREL RIDGE DR 8/2/2022 183520005 B22-002110 Closed - Final Patio PATIO COVERS 7449 LAKESIDE DR 8/1/2022 183330007 B22-002038 Closed - Final Patio LEGALIZE PATIO COVER 4017 LEIGH ST 7/25/2022 181044017 B22-002020 Closed - Final Patio PATIO COVER 5557 GOLF ST 7/22/2022 166540031 B22-002018 Issued Patio PATIO COVER 5919 PARAMOUNT DR 7/22/2022 177191019 B22-001949 Closed - Final Patio PATIO COVER 3048 MAMMOTH AVE 7/14/2022 177412015 B22-001933 Closed - Final Patio PATIO COVER 5336 FLABOB AVE 7/13/2022 181391003 B22-001883 Closed - Final Patio PATIO COVER 5140 MISSION ROCK WAY 7/7/2022 181362007 B22-001880 Closed - Final Patio PATIO COVER 7636 JAYHAWK DR 7/7/2022 183301008 B22-001873 Returned to Applicant Patio PATIO COVER / FREE STANDING 4627 BELLEVIEW CT 7/6/2022 166040041 B22-001870 Closed - Final Patio DECK/PATIO 4881 HOT CREEK RD 7/6/2022 160421006 B22-001868 Issued Patio PATIO COVER 9244 BIG MEADOW RD 7/6/2022 165270004 B22-001864 Closed - Final Patio PATIO COVER / ATTACHED 4237 CALEB ST 7/6/2022 171284002 B22-001816 Closed - Final Patio PATIO COVER TO BE LEGALIZED 6560 WILLIAM AVE 6/29/2022 157161023 B22-001794 Closed - Final Patio PATIO COVER 8326 SADDLE CREEK DR 6/28/2022 166351008 B22-001747 Closed - Withdrawn Patio PATIO COVER 5671 GALAXY LN 6/24/2022 160071001 B22-001737 Closed - Final Patio ATTACHED PATIO / DECK 4987 FIREBIRD CT 6/23/2022 183430001 B22-001707 Closed - Final Patio PATIO COVER 4713 VIAGGIO CIR 6/22/2022 183310035 B22-001702 Closed - Final Patio PATIO COVER 3281 MALIBU CREEK DR 6/22/2022 177430017 B22-001664 Closed - Final Patio PATIO COVER 12148 BACKWATER WAY 6/17/2022 157270001 B22-001642 In Review - 1st Submittal Patio DECK/PATIO 3917 BOULDER DR 6/16/2022 174393023 B22-001640 Closed - Final Patio PATIO COVER 12162 CHUTES CT 6/16/2022 157260047 B22-001629 Returned to Applicant Patio LEGALIZE GAZEBO 5250 STONE AVE 6/15/2022 166090002 B22-001625 Issued Patio PATIO COVER 4941 MARLATT ST 6/15/2022 159161003 B22-001622 Closed - Final Patio PATIO COVER / SUNROOM 4757 SNAP DRAGON ST 6/15/2022 160301007 B22-001569 Closed - Final Patio PATIO COVER 5304 STEVE AVE 6/8/2022 167090031 B22-001541 Closed - Final Patio PATIO COVER 11321 CYR CT 6/6/2022 160373013 B22-001521 Closed - Final Patio PATIO COVER 4621 OSCAR ST 6/2/2022 160440027 B22-001519 Finaled Patio PATIO COVER 4783 VANDERHAM WAY 6/2/2022 160502006 B22-001505 Issued Patio PATIO COVER 2763 ARCHES CT 6/1/2022 177391024 B22-001493 Issued Patio PATIO COVERS 3275 EVERLEE CT 5/31/2022 177362004 B22-001482 Closed - Final Patio SUNROOM 4000 HARE AVE 5/31/2022 182242006 B22-001481 Closed - Final Patio PATIO COVER 11409 CORTE CUYAMA 5/31/2022 160331035 B22-001380 Closed - Final Patio PATIO COVER 3241 MALIBU CREEK DR 5/17/2022 177430012 B22-001371 Closed - Final Patio PATIO COVER 8400 SETTLERS CT 5/16/2022 166670017 B22-001362 Closed - Final Patio PATIO COVER 11033 PLUTO PL 5/16/2022 160163017 B22-001333 Returned to Applicant Patio PATIO COVER 5356 PEDLEY RD 5/12/2022 169310052 B22-001332 Closed - Final Patio PATIO COVER 11605 PERIWINKLE PL 5/12/2022 160311025 B22-001330 Closed - Final Patio PATIO COVER 11605 PERIWINKLE PL 5/12/2022 160311025 B22-001305 Closed - Final Patio PATIO COVER 3289 QUARRY DR 5/12/2022 174430006 B22-001269 Issued Patio PATIO COVER 7887 STANDISH AVE 5/10/2022 166141005 B22-001261 Closed - Final Patio PATIO COVER 11085 LITTLE DIPPER ST 5/10/2022 160151058 B22-001250 Closed - Withdrawn Patio PATIO COVER 9263 SIGNATURE ST 5/9/2022 170410029 B22-001221 Issued Patio PATIO COVER 9565 61ST ST 5/4/2022 162291001 B22-001216 Closed - Final Patio PATIO COVER 3156 GLACIER BAY CT 5/4/2022 177431010 B22-001206 Closed - Final Patio PATIO COVER 4663 VANDERHAM WAY 5/2/2022 160503012 B22-001197 Issued Patio PATIO COVER 4703 RIDGE POINT WAY 5/2/2022 183510006 B22-001196 Issued Patio PATIO COVER 4703 RIDGE POINT WAY 5/2/2022 183510006 B22-001185 Closed - Final Patio PATIO COVER 5452 GOLF ST 4/29/2022 166550032 B22-001158 Returned to Applicant Patio PATIO COVER 5561 GALAXY LN 4/27/2022 160151047 B22-001147 Closed - Final Patio PATIO COVER 11860 65TH ST 4/26/2022 152382013 B22-001137 Issued Patio PATIO COVER 11065 LITTLE DIPPER ST 4/26/2022 160151057 B22-001130 Closed - Final Patio PATIO COVER 11745 FORSYTHIA ST 4/25/2022 160280014 B22-001127 Closed - Final Patio PATIO COVER 9643 RANCHO JURUPA DR 4/25/2022 162325003 B22-001109 Closed - Final Patio PATIO COVER 6385 JUNE MOUNTAIN WAY 4/22/2022 177380014 B22-001077 Closed - Final Patio PATIO COVER 12512 ARAGONITE WAY 4/19/2022 174400021 B22-001037 Closed - Final Patio DECK / SECOND FLOOR SLIDER / 3 FANS 8177 SWING DR 4/14/2022 166550023 B22-001001 Closed - Final Patio PATIO COVER 6838 RANGELEY WAY 4/12/2022 157330002 B22-001000 Closed - Final Patio PATIO COVER 6905 NOTTOWAY CT 4/12/2022 157330016 B22-000975 Closed - Final Patio PATIO COVER 7015 HOUSATONIC CT 4/11/2022 157290028 B22-000964 Issued Patio PATIO COVER 10372 ROUSELLE DR 4/7/2022 156242014 B22-000891 Issued Patio PATIO COVER 11676 BLUEBEARD CT 4/4/2022 160290013 B22-000885 Closed - Final Patio PATIO COVER 7928 PUTTERS CIR 4/1/2022 166560012 B22-000874 Closed - Final Patio PATIO COVER 6550 JEWEL ST 3/31/2022 183463002 B22-000842 Closed - Final Patio PATIO COVER 5026 CROCUS CT 3/29/2022 160281025 B22-000840 Issued Patio PATIO COVERS 6721 TANZANITE ST 3/29/2022 152610013 B22-000838 Closed - Final Patio PATIO COVER 8042 ROCKFORD CIR 3/29/2022 166180022 B22-000783 Closed - Final Patio PATIO COVER 5973 SNOWGRASS TRL 3/24/2022 165251005 B22-000748 Closed - Final Patio PATIO COVER 11606 PERIWINKLE PL 3/21/2022 160311019 B22-000729 Closed - Final Patio PATIO COVER 12065 SELENITE ST 3/16/2022 152610003 B22-000666 Issued Patio PATIO COVER / ATTACHED 3909 KENNETH ST 3/11/2022 170102013 B22-000665 Issued Patio PATIO COVER / DETACHED 3909 KENNETH ST 3/11/2022 170102013 B22-000616 Closed - Final Patio PATIO COVER 2716 HALF DOME CT 3/8/2022 177380023 B22-000614 Closed - Final Patio PATIO COVER 7944 PUTTERS CIR 3/8/2022 166560014 B22-000613 Closed - Final Patio PATIO COVERS / LEGALIZE 6820 SUNDOWN DR 3/8/2022 182462019 B22-000608 Closed - Final Patio PATIO COVER 7631 PHEASANT RUN RD 3/8/2022 185251005 B22-000578 Closed - Final Patio PATIO COVER 4585 SHETLAND LN 3/4/2022 169341001 B22-000523 Closed - Final Patio PATIO COVER 3095 MAMMOTH AVE 3/1/2022 177411011 B22-000515 Closed - Final Patio PATIO COVER / ATTACHED 5921 MAVERICK LN 2/28/2022 186122004 B22-000503 Closed - Final Patio PATIO COVER 5014 NEWCASTLE ST 2/25/2022 167132004 B22-000475 Closed - Final Patio PATIO COVER 6449 JUNE MOUNTAIN WAY 2/23/2022 177380022 B22-000464 Closed - Final Patio PATIO COVER 7340 GARNET RIDGE RD 2/22/2022 17439200 B22-000455 Closed - Final Patio PATIO COVER 4813 LAUREL RIDGE DR 2/18/2022 183510018 B22-000454 Closed - Final Patio PATIO COVER 4769 SNAP DRAGON ST 2/18/2022 160301008 B22-000452 Closed - Final Patio PATIO COVER 5040 CLEMATIS CT 2/18/2022 160281007 B22-000413 Issued Patio PATIO COVER TO BE LEGALIZED 11270 SIRIUS WAY 2/15/2022 160071049 B22-000393 Closed - Final Patio PATIO COVER / LEGALIZE 4431 CESSNA ST 2/14/2022 181382010 B22-000374 Closed - Final Patio PATIO COVER TO BE LEGALIZED 7029 ALMANDINE WAY 2/10/2022 174420008 B22-000372 Closed - Final Patio PATIO COVER 9520 STIRRUP ST 2/10/2022 162262003 B22-000371 Closed - Final Patio PATIO COVER 9520 STIRRUP ST 2/10/2022 162262003 B22-000355 Closed - Final Patio PATIO COVER 11923 SOLITAIRE CT 2/9/2022 152361023 B22-000314 Returned to Applicant Patio PATIO COVERS / OPEN AND ENCLOSED 7411 CHRISTINE AVE 2/4/2022 183052001 B22-000312 Closed - Final Patio PATIO COVER 4725 VIAGGIO CIR 2/4/2022 183310036 B22-000310 In Review - 3rd Submittal Patio CANOPY 2100 AVALON ST 2/3/2022 178020021 B22-000306 Issued Patio PATIO COVER 9953 GRANITE HILL DR 2/2/2022 173060006 B22-000300 Closed - Final Patio PATIO COVER 5543 MOLINO WAY 2/2/2022 181053024 B22-000287 Closed - Final Patio PATIO COVER / ALUMAWOOD 6522 JUNE MOUNTAIN WAY 2/1/2022 177392006 B22-000273 Closed - Final Patio PATIO COVER 8095 BIG RANGE DR 1/31/2022 166040029 B22-000266 Issued Patio PATIO COVER TO BE LEGALIZED 6481 BIG BEND WAY 1/31/2022 177431002 B22-000158 Issued Patio PATIO COVER 11117 GREEN MEADOW LN 1/20/2022 160501020 B22-000141 Closed - Final Patio PATIO COVER 12117 BRAZOS CT 1/18/2022 157271014 B22-000108 Closed - Final Patio PATIO 5508 GOLF ST 1/11/2022 166540012 B22-000076 Closed - Final Patio PATIO COVER 5342 MISSION ROCK WAY 1/10/2022 181390006 B22-000039 Closed - Final Patio PATIO COVER 5400 FLABOB AVE 1/3/2022 181382002 B21-003085 Closed - Final Patio PATIO COVER 8209 SWING DR 12/28/2021 166550027 B21-003069 Closed - Final Patio PATIO COVER / ALUMAWOOD 6474 BIG BEND WAY 12/22/2021 177430028 B21-003067 Closed - Final Patio PATIO / ATTACHED 9953 GRANITE HILL DR 12/22/2021 173060006 B21-003053 Closed - Final Patio PATIO COVER 4814 RIVERVIEW DR 12/21/2021 181230035 B21-003046 Closed - Final Patio PATIO / ATTACHED 6929 EBRO CT 12/20/2021 157260027 B21-003027 Closed - Final Patio PATIO COVER 3056 MAMMOTH AVE 12/17/2021 177412016 B21-003004 Closed - Final Patio PATIO / ATTACHED 6402 JUNE MOUNTAIN WAY 12/15/2021 177380011 B21-002979 Closed - Final Patio PATIO COVER / ALUMAWOOD 10481 LATOUR LN 12/13/2021 156272011 B21-002944 Closed - Final Patio PATIO COVER WITH ELECTRICAL 5118 IEMEZ CIR 12/7/2021 181331032 B21-002942 Closed - Final Patio PATIO / ATTACHED 12043 MEANDER WAY 12/7/2021 157290003 B21-002920 Closed - Final Patio DETACHED PATIO 11274 MERCURY CT 12/2/2021 160171070 B21-002919 Closed - Final Patio PATIO COVER 11826 TURQUOISE WAY 12/2/2021 152380036 B21-002908 Closed - Final Patio PATIO COVER / CITY STANDARD 8595 RED MESA DR 11/30/2021 171102001 B21-002906 Closed - Final Patio ATTACHED PATIO 11058 DANE DR 11/30/2021 160430003 B21-002899 In Review - 2nd Submittal Patio PATIO COVER 8179 LAUREL PARK CIR 11/29/2021 166060048 B21-002887 Closed - Final Patio PATIO COVER 4867 VANDERHAM WAY 11/29/2021 160493002 B21-002849 Closed - Final Patio PATIO COVER / ALUMAWOOD / ATTACHED 5408 FLABOB AVE 11/19/2021 181382001 B21-002846 Issued Patio PATIO COVER 3167 MAMMOTH AVE 11/19/2021 177411002 B21-002720 Closed - Final Patio PATIO COVER / ATTACHED 7764 LONGS PEAK DR 11/3/2021 183383001 B21-002618 Applicant Notified Patio PATIO COVER / ATTACHED AND DETAHCED 4315 KATHY AVE 10/21/2021 183053004 B21-002614 Closed - Final Patio PATIO COVER / ATTACHED 8124 BIG RANGE DR 10/20/2021 166040046 B21-002613 Issued Patio PATIO COVER / ATTACHED 5445 GOLF ST 10/20/2021 166550003 B21-002567 Closed - Final Patio PATIO COVER / ATTACHED 11594 PERIWINKLE PL 10/13/2021 160311020 B21-002566 Closed - Final Patio PATIO COVER / ATTACHED 6514 ZION WAY 10/13/2021 177381006 B21-002565 Closed - Final Patio PATIO COVER / ATTACHED 3169 DENALI DR 10/13/2021 177430004 B21-002456 Closed - Final Patio PATIO / ATTACHED 4738 BRISON CT 10/6/2021 160392031 B21-002419 Issued Patio PATIO COVER / ATTACHED 8143 BIG RANGE DR 10/4/2021 166040035 B21-002409 Closed - Final Patio PATIO COVER / ATTACHED 6821 EBRO CT 9/30/2021 157260018 B21-002348 Closed - Final Patio PATIO COVER / ATTACHED 8443 BELLMORE ST 9/22/2021 166443019 B21-002344 Closed - Final Patio PATIO COVER / ALUMAWOOD 6498 ZION WAY 9/22/2021 177381008 B21-002295 Closed - Final Patio PATIO / ATTACHED 6798 WOODMERE DR 9/16/2021 182462010 B21-002287 Closed - Final Patio PATIO COVER / ALUMAWOOD 8129 SWING DR 9/15/2021 166550017 B21-002278 Issued Patio PATIO / WOOD 10693 JURUPA RD 9/15/2021 159231004 B21-002264 Closed - Final Patio PATIO COVER / ALUMAWOOD 4480 FARLEY DR 9/14/2021 171141028 B21-002154 Closed - Final Patio PATIO / ATTACHED 11644 AUTUMN SAGE AVE 8/31/2021 160310005 B21-002142 Issued Patio PATIO / DECK / ATTACHED 11069 RYDER RD 8/30/2021 160433002 B21-002085 Closed - Final Patio PATIO COVER / ATTACHED 9212 63RD ST 8/20/2021 163060007 B21-002059 Closed - Final Patio PATIO COVER / ATTACHED 7432 PERCHERON AVE 8/18/2021 185324002 B21-001951 Closed - Final Patio PATIO COVER / ATTACHED 8071 BIG RANGE DR 8/5/2021 166040027 B21-001943 Closed - Final Patio PATIO COVER WITH ELECTRICAL 9314 61ST ST 8/4/2021 162283012 B21-001908 Closed - Final Patio PATIO COVER / ATTACHED 6772 COLOMA WAY 7/30/2021 177361017 B21-001899 Closed - Final Patio PATIO COVER / ALUMAWOOD 8019 WHITNEY DR 7/30/2021 166530016 B21-001898 Closed - Final Patio PATIO COVER / ALUMAWOOD 7854 JOSHUA RD 7/30/2021 171271017 B21-001883 Closed - Final Patio PATIO 11651 JURUPA RD 7/28/2021 160120002 B21-001767 Closed - Final Patio PATIO COVER / ALUMAWOOD 6652 AVENIDA MARIPOSA 7/16/2021 182402012 B21-001758 Closed - Final Patio PATIO COVER / ATTACHED 11570 PERIWINKLE PL 7/15/2021 160311022 B21-001745 Ready to Issue Patio PATIO COVER / ATTACHED 4920 MARTIN ST 7/13/2021 159142002 B21-001664 Issued - Revisions SubmittPatio PATIO COVER / ENGINEERED 11622 DAISY CT 7/7/2021 160300040 B21-001613 Closed - Final Patio PATIO COVER / ALUMAWOOD 7964 SHADOW TRAILS LN 6/30/2021 166640007 B21-001610 Closed - Final Patio PATIO COVER / ATTACHED 11463 AUTUMN SAGE AVE 6/30/2021 160341021 B21-001575 Closed - Final Patio PATIO COVER / ATTACHED 8099 MARTINGALE DR 6/24/2021 166511029 B21-001481 Closed - Final Patio PATIO COVER / ATTACHED 4307 SOLOMON ST 6/23/2021 171281011 B21-001437 Closed - Final Patio PATIO COVER / CITY STANDARD 5889 PEDLEY RD 6/22/2021 165140007 Permit No. Status Permit Type Application Name # Dir Street Name Street Type Opened Date Parcel No.

B23-001229 Applicant Notified New Building SHED 6068 MAVERICK LN 5/26/2023 186111010 B23-001175 Ready to Issue New Building STORAGE SHED 6425 PEGGY WAY 5/22/2023 163202011 B23-001083 Issued New Building STORAGE SHED 11231 CONNER CIR 5/11/2023 160400013 B23-000784 Returned to Applicant New Building STORAGE SHED 4020 HAWK DR 4/7/2023 183464004 B22-003669 Applicant Notified New Building SHED 4515 FAIRBANKS AVE 12/13/2022 183140013 B22-000851 In Review - 3rd Submittal New Building ADU 10054 BERKSHIRE DR 3/30/2022 167371009 Storage Shed Building Permits
Permit No. Status Permit Type Application Name # Dir Street Name Street Typ Opened Date Parcel No.

B23-000336 Returned to Applicant New Building LEGALIZE HORSE STABLES, STORAGE ROOM AND PATIO COVER 5705 RACHEL LN 2/17/2023 161152018 B23-000220 Returned to Applicant New Building LEAGALIZE HORSE STABLES AND STORAGE ROOM 6339 SMITH AVE 2/3/2023 157041017 B22-003264 Issued New Building ADU 6076 HORSE CANYON RD 11/4/2022 165232011 B22-001238 Closed - Final New Building HORSE STALLS 6597 WILLIAM AVE 5/5/2022 157150016 B22-001149 Closed - Final New Building HORSE STALLS 9520 STIRRUP ST 4/27/2022 162262003 B22-000245 Closed - Final New Building HORSE CORRAL 10383 56TH ST 1/27/2022 161082013 B21-002480 Issued New Building HORSE STALLS 5311 BEACH ST 10/8/2021 167172008 B21-002263 Closed - Final New Building LEAGLIZE HORSE STALLS 4474 PEDLEY RD 9/14/2021 169203001 Horse Stall Building Permits
Permit No. Status Permit Type Application Name # Dir Street Name Street Type Opened Date Parcel No.

B22-001628 Returned to Applicant New Building LEGALIZE BARN 5250 STONE AVE 6/15/2022 166090002 B21-001852 Closed - Final New Building LEGALIZE BARN 5433 GALAXY LN 7/26/2021 160151041 Barn Building Permits
Permit No. Status Permit Type Application Name # Dir Street Name Street Type Opened Date Parcel No.

B23-001380 In Review - 1st Submittal Alteration ADU GARAGE CONVERSION 5870 SANDOVAL AVE 6/20/2023 185182031 B23-001378 In Review - 1st Submittal Alteration ADU JUNIOR 5870 SANDOVAL AVE 6/20/2023 185182031 B23-001351 In Review - 1st Submittal Alteration ADU GARAGE CONVERSION 6896 WOODMERE DR 6/16/2023 182472014 B23-001262 Returned to Applicant Alteration ADU GARAGE CONVERSION 11911 SUNSTONE CT 6/2/2023 152372034 B23-001241 Issued Alteration GARAGE CONVERSION INTO STORAGE 4017 LEIGH ST 5/30/2023 181044017 B23-001086 In Review - 1st Submittal Alteration ADU GARAGE CONVERSION 3296 LAUREL DR 5/11/2023 177203006 B23-001077 In Review - 1st Submittal Alteration JR ADU GARAGE CONVERSION 4216 WIND STREAM LN 5/10/2023 181253035 B23-001072 Returned to Applicant Alteration ADU GARAGE CONVERSION 5690 PEDLEY RD 5/9/2023 165092004 B23-001052 In Review - 1st Submittal Alteration ADU JUNIOR 6871 CACHE CREEK WAY 5/5/2023 157320005 B23-001024 Issued Alteration ADU GUEST HOUSE CONVERSION 6173 TROTH ST 5/3/2023 161311017 B23-000897 Applicant Notified Alteration ADU GARAGE CONVERSION 5142 STEVE AVE 4/19/2023 167050004 B23-000795 Ready to Issue Alteration ADU GARAGE CONVERSION 3192 LAUREL DR 4/10/2023 177203001 B23-000788 Issued Alteration ADU GARAGE CONVERSION 3884 KENNETH ST 4/7/2023 169022010 B23-000717 Issued Alteration ADU GARAGE CONVERSION 6057 HORSE CANYON RD 4/3/2023 165231010 B23-000587 In Review - 3rd Submittal Alteration ADU GARAGE CONVERSION 5419 34TH ST 3/20/2023 179180011 B23-000176 Ready to Issue Alteration EXISTING DWELLING CONVERTED INTO ADU 9845 JURUPA RD 1/26/2023 167050019 B23-000050 Returned to Applicant Alteration ADU / STORAGE / PATIO 10665 JURUPA RD 1/9/2023 159231003 B22-003835 In Review - 3rd Submittal Alteration STORAGE CONVERSION 5337 37TH ST 12/30/2022 179252006 B22-003756 Issued Alteration ADU GARAGE CONVERSION 6498 RATHKE DR 12/21/2022 182062001 B22-003754 Issued Alteration ADU GARAGE CONVERSION 8863 MAIN ST 12/21/2022 165182003 B22-003684 In Review - 4th Submittal Alteration ADU CONVERSION 5891 RIDGEVIEW AVE 12/15/2022 161180023 B22-003566 Returned to Applicant Alteration ADU JR CONVERSION 6304 RILEY WAY 12/7/2022 186052001 B22-003565 Returned to Applicant Alteration ADU 6304 RILEY WAY 12/7/2022 186052001 B22-003336 In Review - 1st Submittal Alteration ADU GARAGE CONVERSION / ADDITION 3087 LA RUE ST 11/10/2022 177194010 B22-003287 Issued Alteration ADU WORKSHOP CONVERSION 5461 RUTILE ST 11/8/2022 162051003 B22-003265 Issued Alteration ADU JUNIOR 6074 HORSE CANYON RD 11/4/2022 165232011 B22-003211 Closed - Void Alteration ADU / STORAGE / PATIO 10665 JURUPA RD 10/31/2022 159231003 B22-002972 Issued Alteration ADU JUNIOR GARAGE CONVERSION 3746 CONNING ST 10/10/2022 173060002 B22-002782 Issued Alteration JR ADU GARAGE CONVERSION 6316 COREY ST 9/26/2022 163060002 B22-002626 Issued Alteration ADU GARAGE CONVERSION 4584 PINTO ST 9/12/2022 182432003 B22-002577 Issued - Revisions Alteration ADU GARAGE CONVERSION 10486 LATOUR LN 9/7/2022 156274010 B22-002505 Issued Alteration ADU GARAGE CONVERSION 7716 LAKESIDE DR 8/30/2022 185044001 B22-002262 Returned to Applicant Alteration ADU JUNIOR 8818 56TH ST 8/11/2022 165091010 B22-002234 Issued Alteration JR ADU GARAGE CONVERSION 5667 BEACH ST 8/9/2022 162122009 B22-002233 Issued Alteration ADU STORAGE CONVERSION 5669 BEACH ST 8/9/2022 162122009 B22-002102 Issued Alteration ADU GARAGE CONVERSION 6088 FELSPAR ST 8/1/2022 165111017 B22-002090 Issued Alteration JUNIOR ADU GARAGE CONVERSION 6125 MORAGA AVE 7/28/2022 185201010 B22-002036 Returned to Applicant Alteration ADU GARAGE CONVERSION 4110 ESTRADA DR 7/25/2022 182082005 B22-002019 Issued Alteration ADU GARAGE CONVERSION 4917 TROTH ST 7/22/2022 159151016 B22-001800 Issued Alteration ADU GARAGE CONVERSION 8465 45TH ST 6/28/2022 171111018 B22-001751 Issued Alteration ADU JUNIOR GARAGE CONVERSION 8735 KIM LN 6/24/2022 169321008 B22-001618 Issued Alteration ADU GARAGE CONVERSION 7338 LAKESIDE DR 6/15/2022 183320012 B22-001614 Issued Alteration ADU LIVING SPACE CONVERSION 6917 37TH ST 6/14/2022 174301005 B22-001586 In Review - 4th Submittal Alteration ADU GARAGE CONVERSION 4453 SHETLAND LN 6/9/2022 169341009 B22-001563 Issued Alteration ADU GARAGE CONVERSION 9052 56TH ST 6/7/2022 165070004 B22-001377 Issued - Revisions Alteration ADU JUNIOR 6444 FRANK AVE 5/17/2022 157121001 ADU Alteration Building Permits
B22-001375 Issued Alteration ADU GARAGE CONVERSION 6446 FRANK AVE 5/17/2022 157121001 B22-001181 Issued - Revisions Alteration ADU JUNIOR 5890 ANTONIA PL 4/29/2022 179032002 B22-001180 Issued Alteration ADU GARAGE CONVERSION 5890 ANTONIA PL 4/29/2022 179032002 B22-001179 C of O Alteration ADU GARAGE CONVERSION 8818 56TH ST 4/29/2022 165091010 B22-001052 Issued - Revisions Alteration ADU GARAGE CONVERSION 440 SF 5531 MANLINE DR 4/15/2022 160090053 B22-000490 Finaled Alteration GUEST HOUSE CONVERSION 5705 BAIN ST 2/24/2022 161172017 B22-000453 Applicant Notified Alteration ADU 3493 FLORINE AVE 2/18/2022 177080016 B22-000357 Issued Alteration ADU 5280 ALLISON LN 2/9/2022 167071008 B22-000299 Closed - Withdrawn Alteration JADU CONVERSION 8290 CASSIDY CIR 2/2/2022 171230007 B22-000269 In Review - 5th Submittal Alteration ADU / ATTACHED 5908 EMERY ST 1/31/2022 186122011 B22-000194 Issued Alteration LEGALIZATION ADU GARAGE CONVERSION 5418 34TH ST 1/26/2022 179191008 B22-000038 Issued Alteration ADU / CONVERSION 5665 SKYLOFT DR 1/3/2022 185371001 B22-000027 Issued - Revisions Alteration ADU- BARN CONVERSION 9910 52ND ST 1/3/2022 167090016 B21-003087 Issued Alteration ADU GARAGE CONVERSION 5995 SCHEELITE ST 12/28/2021 165112028 B21-002798 Applied Alteration ADU 6325 CANAL ST 11/15/2021 177121006 B21-002789 In Review - 1st Submittal Alteration ATTACHED ADU GARAGE CONVERSION / ADDITION TO ADU 5049 SULPHUR DR 11/12/2021 160081006 B21-002766 Closed - C of O Alteration ADU 6053 VISTA DE ORO 11/9/2021 182262025 B21-002763 Closed - C of O Alteration ADU 5534 MOLINO WAY 11/9/2021 181081029 B21-002750 Issued Alteration ADU GARAGE CONVERSION 7832 LINARES AVE 11/8/2021 163370002 B21-002477 Closed - Withdrawn Alteration LEGALIZE JR ADU 6459 ALTON ST 10/7/2021 182091014 B21-002420 Issued Alteration ADU 3510 NOVAK ST 10/4/2021 174310001 B21-002140 Closed - Withdrawn Alteration ADU / CONVERSION / ADDITION 6339 SMITH AVE 8/30/2021 157041017 B21-002098 Issued Alteration CONVERT GARAGE - ADU 11471 ANTIGUA DR 8/23/2021 160120020 Permit No. Status Permit Type Application Name # Dir Street Name Street Typ Opened Date Parcel No.

B23-001335 Applicant Notified New Building ADU 5550 DODD ST 6/14/2023 161092003 B23-001311 Applicant Notified New Building DETACHED ADU 4426 PEDLEY RD 6/8/2023 169201022 B23-001306 In Review - 1st Submittal New Building LEGALIZE ADU / PORCH / STORAGE 6294 MANN AVE 6/7/2023 157222009 B23-001214 Returned to Applicant New Building ADU 8758 CHIFNEY LN 5/24/2023 165282010 B23-001155 Applicant Notified New Building ADU 11371 64TH ST 5/17/2023 157070010 B23-001087 In Review - 1st Submittal New Building ADU 5235 ODELL ST 5/11/2023 179291006 B23-001057 Returned to Applicant New Building ADU 4785 TROTH ST 5/5/2023 159061018 B23-001004 Returned to Applicant New Building ADU 5116 STEVE AVE 5/2/2023 167050001 B23-001003 Returned to Applicant New Building ADU 5118 STEVE AVE 5/2/2023 167050009 B23-000998 In Review - 3rd Submittal New Building ADU 5432 GALAXY LN 5/2/2023 160152027 B23-000996 Returned to Applicant New Building ADU / LEGALIZATION 3438 CAMPBELL ST 5/1/2023 173081008 B23-000985 In Review - 2nd Submittal New Building ADU 6539 ZION WAY 4/28/2023 177380035 B23-000870 In Review - 2nd Submittal New Building ADU 9926 WOODBRIDGE LN 4/18/2023 167380002 B23-000688 Returned to Applicant New Building ADU 5718 29TH ST 3/30/2023 178192019 B23-000650 Returned to Applicant New Building ADU 5677 MARLATT ST 3/27/2023 161121004 B23-000510 Applicant Notified New Building ADU 4770 RIVERVIEW DR 3/9/2023 181210039 B23-000501 In Review - 2nd Submittal New Building ADU 5730 NEWTON ST 3/8/2023 178134017 B23-000500 In Review - 2nd Submittal New Building ADU 3887 RUBIDOUX BLVD 3/8/2023 181071002 B23-000402 In Review - 5th Submittal New Building ADU 6564 BAKER ST 2/27/2023 163130032 B23-000326 Applicant Notified New Building ADU 5374 CAPARY RD 2/16/2023 181112009 B23-000327 Applicant Notified New Building ADU 4301 RIVERVIEW DR 2/16/2023 182321017 B23-000328 In Review - 2nd Submittal New Building ADU 5926 DE LA VISTA 2/16/2023 182262014 B23-000325 In Review - 2nd Submittal New Building ADU 3673 PIONEER DR 2/16/2023 179112011 B23-000333 In Review - 2nd Submittal New Building ADU 6670 30TH ST ST 2/16/2023 177301009 B23-000322 In Review - 2nd Submittal New Building ADU 5629 34 TH ST 2/16/2023 179093018 B23-000332 In Review - 2nd Submittal New Building ADU 5864 ANTONIA PL 2/16/2023 179032008 B23-000331 In Review - 2nd Submittal New Building ADU 4090 HARE AVE 2/16/2023 182242002 B23-000321 In Review - 2nd Submittal New Building ADU 5393 ODELL ST 2/16/2023 179251016 B23-000330 In Review - 2nd Submittal New Building ADU 5710 TILTON AVE 2/16/2023 181043006 B23-000329 In Review - 2nd Submittal New Building ADU 5253 35TH ST 2/16/2023 179281007 B23-000324 In Review - 2nd Submittal New Building ADU 5670 NEWTON ST 2/16/2023 178211016 B23-000323 In Review - 2nd Submittal New Building ADU 6550 34TH ST 2/16/2023 177080008 B23-000320 Returned to Applicant New Building ADU 5896 SAMANTHA PL 2/16/2023 179032021 B23-000201 Issued New Building ADU 9593 53RD ST 2/1/2023 167200048 B23-000172 Returned to Applicant New Building ADU 6732 FRANK AVE 1/26/2023 157190023 B23-000089 Issued New Building ADU 8419 BROOKFIELD DR 1/13/2023 166451017 B23-000087 Issued New Building ADU 5310 ALLISON LN 1/13/2023 167071007 B22-003787 Returned to Applicant New Building ADU - DETACHED 9642 56TH ST 12/28/2022 162141008 B22-003786 In Review - 3rd Submittal New Building SFD AND ATTACHED JADU 9640 56TH ST 12/28/2022 162-141-008 B22-003784 Issued New Building ADU 3930 MENNES AVE 12/28/2022 181101045 B22-003771 In Review - 3rd Submittal New Building ADU 11603 ARGUELLO DR 12/27/2022 160182003 B22-003755 Returned to Applicant New Building ADU 5163 MARLATT ST 12/21/2022 159241004 B22-003734 In Review - 2nd Submittal New Building ADU 3885 WALLACE ST 12/19/2022 181063010 B22-003686 Ready to Issue New Building ADU / DETACHED 6039 AURORA AVE 12/15/2022 160187001 B22-003682 In Review - 3rd Submittal New Building ADU 8557 DONNA WAY 12/15/2022 171121032 B22-003569 Issued New Building ADU 8019 HAMPTON CT 12/7/2022 163331044 B22-003538 Issued New Building ADU 5528 MOLINO WAY 12/6/2022 181081025 New ADU Building Permits
B22-003529 In Review - 4th Submittal New Building ADU 4029 HUNTER ST 12/5/2022 170180024 B22-003483 In Review - 3rd Submittal New Building ADU 3585 ALTHEA WAY 11/30/2022 174310026 B22-003477 Issued New Building DETACHED ADU 5312 MARLATT ST 11/29/2022 159282009 B22-003440 Applicant Notified New Building ADU 7080 36TH ST 11/22/2022 174241024 B22-003425 In Review - 4th Submittal New Building ADU W/ ATTACHED GARAGE 9163 JOHNSON CT 11/21/2022 169110017 B22-003399 Issued New Building ADU 2152 SANDRA DR 11/17/2022 175262002 B22-003371 Issued New Building ADU 3436 PONTIAC AVE 11/15/2022 179103001 B22-003348 Issued - Revisions New Building ADU 8337 STONEWOOD LN 11/14/2022 171260003 B22-003264 Issued New Building ADU 6076 HORSE CANYON RD 11/4/2022 165232011 B22-003173 In Review - 2nd Submittal New Building ADU W/ ATTACHED GARAGE 5542 MARLATT ST 10/26/2022 161082023 B22-003137 In Review - 3rd Submittal New Building ADU 5722 PTOLEMY WAY 10/21/2022 160072022 B22-003126 Issued New Building ADU 5291 36TH ST 10/20/2022 179282017 B22-003092 In Review - 5th Submittal New Building ADU 4819 HOT CREEK RD 10/18/2022 160421001 B22-003050 C of O New Building ADU 6835 CONDOR DR 10/13/2022 183182005 B22-002971 Issued - Revisions Submitted New Building ADU 3748 CONNING ST 10/10/2022 173060002 B22-002783 Issued New Building ADU 6318 COREY ST 9/26/2022 163060002 B22-002757 In Review - 2nd Submittal New Building ADU 10840 HOLMES AVE 9/23/2022 157240030 B22-002627 Issued New Building ADU 11550 ANTIGUA DR 9/12/2022 160120062 B22-002403 Issued New Building ADU 5363 LUCRETIA AVE 8/23/2022 160143030 B22-002387 Issued New Building ADU 3651 PIONEER DR 8/22/2022 179112009 B22-002335 Issued New Building ADU 11461 CORTE SOQUEL 8/18/2022 160331019 B22-002120 In Review - 3rd Submittal New Building ADU 9734 WEBB ST 8/2/2022 167131029 B22-002107 Issued New Building ADU 11381 MOJAVE DR 8/1/2022 160100062 B22-002061 Returned to Applicant New Building ADU 11198 PALA PL 7/27/2022 160132006 B22-002054 Issued - Revisions New Building ADU 5280 ALLISON LN 7/26/2022 167071008 B22-001995 In Review - 5th Submittal New Building ADU TO BE LEGALIZED 9137 GALENA ST 7/20/2022 169130024 B22-001985 In Review - 3rd Submittal New Building ADU 5963 LIMONITE 7/19/2022 182280014 B22-001956 Closed - C of O New Building MANUFACTURED ADU 10629 54TH ST 7/14/2022 159311007 B22-001938 Issued New Building ADU 5223 CONCHA DR 7/13/2022 160081053 B22-001925 In Review - 2nd Submittal New Building ADU / DETACHED 5885 JANET ST 7/12/2022 182303002 B22-001825 Issued - Revisions New Building ADU 8992 GALENA ST 6/30/2022 169231001 B22-001755 Returned to Applicant New Building ADU 10523 48TH ST 6/24/2022 159070017 B22-001743 Closed - Withdrawn New Building ADU 7488 LAKESIDE DR 6/24/2022 183330012 B22-001696 In Review - 4th Submittal New Building ADU 5200 CEDAR ST 6/21/2022 167241021 B22-001644 Returned to Applicant New Building LEGALIZE ADU 10236 50TH ST 6/16/2022 159212008 B22-001394 In Review - 1st Submittal New Building ADU 6009 LUCRETIA AVE 5/18/2022 160161004 B22-001251 Closed - Withdrawn New Building ADU 9304 44TH ST 5/9/2022 170421013 B22-001235 Issued New Building ADU 7893 PAISANO WAY 5/5/2022 166142020 B22-001229 Closed - C of O New Building ADU 5608 PEDLEY RD 5/5/2022 165092009 B22-001219 Issued New Building ADU 9565 61ST ST 5/4/2022 162291001 B22-001104 Issued New Building ADU 5272 RIGEL WAY 4/21/2022 160142025 B22-001067 Closed - C of O New Building ADU 5354 PALOMA RD 4/18/2022 178171008 B22-001038 Closed - C of O New Building ADU 4732 VIAGGIO CIR 4/14/2022 183310039 B22-000966 Issued New Building ADU - LEGALIZATION 4909 RIGEL WAY 4/8/2022 160131006 B22-000851 In Review - 3rd Submittal New Building ADU 10054 BERKSHIRE DR 3/30/2022 167371009 B22-000786 Returned to Applicant New Building ADU DETACHED 5702 RUTILE ST 3/24/2022 162133002 B22-000735 Issued New Building ADU 9668 55TH ST 3/17/2022 162082026 B22-000610 Issued New Building ADU WITH ATTACHED GARAGE 8498 WILD PONY DR 3/8/2022 171102013 B22-000514 Closed - C of O New Building ADU 11680 NIAGARA DR 2/28/2022 160210067 B22-000415 In Review - 3rd Submittal New Building ADU 4280 RIVERVIEW DR 2/16/2022 182323001 B22-000340 Issued New Building ADU 4354 PACIFIC AVE 2/8/2022 182270006 B22-000315 Issued New Building ADU DETACHED 9125 BOLD RULER LN 2/4/2022 169330009 B22-000248 Issued New Building ADU DETACHED 10886 54TH ST 1/27/2022 161020008 B21-003106 Issued New Building ADU 9244 BIG MEADOW RD 12/29/2021 165270004 B21-002986 Issued New Building ADU 5874 TUMBLEWEED ST 12/13/2021 162312007 B21-002959 Closed - Withdrawn New Building ADU / DETACHED 4971 PINNACLE ST 12/8/2021 183373006 B21-002779 Closed - C of O New Building ADU / DETACHED 4316 GLEN ST 11/10/2021 169120014 B21-002749 Closed - C of O New Building ADU 2965 DONNER WAY 11/8/2021 177352029 B21-002734 Closed - C of O New Building ADU 4759 VILLA WOODS DR 11/4/2021 166311008 B21-002673 Closed - C of O New Building ADU / DEMO AND ADDITION (MASTER PLAN - LEGALIZATION) 3707 PIONEER DR 10/28/2021 179112014 B21-002462 Closed - C of O New Building ADU 4546 PRAIRIE VIEW DR 10/6/2021 171250006 B21-002411 Closed - C of O New Building ADU 6022 AZURITE ST 9/30/2021 165112011 B21-002375 Issued New Building ADU 8593 GALENA ST 9/27/2021 171121024 B21-002367 Closed - Withdrawn New Building NEW DETACHED ADU 4020 LEIGH ST 9/24/2021 181072013 B21-002366 Issued - Revisions New Building NEW ATTACHED ADU 7838 STANDISH AVE 9/24/2021 166142032 B21-002351 Closed - C of O New Building ADU / DETACHED 11073 HAMAL AVE 9/22/2021 160131023 B21-002214 Returned to Applicant New Building ADU 8515 DONNA WAY 9/7/2021 171121036 B21-002213 Returned to Applicant New Building ADU 5847 42ND ST 9/7/2021 182303020 B21-002198 Closed - Expired New Building ADU 3434 PONTIAC AVE 9/3/2021 179103001 B21-002188 C of O New Building ADU 7115 RASCAL CT 9/2/2021 185492003 B21-001622 Closed - C of O New Building ADU 8263 MIRAMAR CIR 6/30/2021 166603020

ATTACHMENT 2
Patio Cover Standard
Front View Side View
* THIS SPACING AND SPAN

IS FOR LATTICE PATIO
COVERINGS ONLY.

NOTES:

1. TWO 2X MEMBERS MAY BE SUBSTITUTED FOR ONE 4X HORIZONTAL FRAMING MEMBER.

DISCLAIMER:

Alternate patio designs may be possible when provided with an engineered analysis. Use of this conventional standard design is at the user’s risk and carries no implied or in ferred guarantee against failure or defects.

2. LAG BOLTS MUST FULLY ENGAGE A WOOD STUD OR RIM JOIST AND BE PROVIDED WITH APPROPRIATE WASHERS. LAG BOLTS SHALL BE LOCATED A MINIMUM OF 1-½” FROM THE TOP OR BOTTOM OF THE LEDGER.

3. NOT DESIGNED TO BE ENCLOSED - ADDITIONAL ENGINEERING ANALYSIS WILL BE REQUIRED IF ENCLOSED.

4. SEE PAGE 2 OF 2 FOR CONSTRUCTION DETAILS.

RAFTER SPACING:

SEE TABLE “A”
TABLE "B"

HEADER SIZE & SPANS
(DOUGLAS FIR #2 OR BETTER)
TABLE "A"

RAFTER SPANS
(DOUGLAS FIR #2 OR BETTER)

SIZE SPACING SPAN
TABLE "C"

FOOTING SIZE

TABLE "D"
LEDGER

BOLTING

12'-1"
TO
20'-0"
18" SQ. X 12" DEEP
18" SQ. X 12" DEEP
18" SQ. X 12" DEEP
18" SQ. X 12" DEEP

ALL LAG BOLTS
SHALL HAVE ¼”

PRE-DRILLED

HOLES -
(SEE NOTE 2)

SPAN SIZE
2 x 4 12" O.C. 9' -10"
16" O.C. 8' - 11"
24" O.C. 7' - 8"
32" O.C. *6' - 3"
BASED ON 1000
P.S.F. SOIL BEARING
PRESSURE.
1/2" DIA. X 5"
LONG AT 16"
O.C. STAGGERED
(2) 3/8" DIA X 5"
LONG AT 16"
O.C.

UP TO
12'-0"
8'-0" MAX 4 x 6
10'-0" MAX 4 x 8
12'-0" MAX 4 x 10
14'-0" MAX 4 x 12
8'-0" MAX 4 x 8
10'-0" MAX 4 x 10
12'-0" MAX 4 x 12
14'-0" MAX 4 x 14

RAFTER HEADER
SPAN
24" SQ. X 12" DEEP
24" SQ. X 12" DEEP
24" SQ. X 12" DEEP
24" SQ. X 12" DEEP
2 x 6 12" O.C. 15' - 4"
16" O.C. 13' - 9"
24" O.C. 11' - 3"
32" O.C. *9' - 7"
2 x 8 12" O.C. 20' - 0"
16" O.C. 18' - 2"
24" O.C. 14' - 10"
32" O.C. *12' - 8"
2 x 10 12" O.C. 20' - 0"
16" O.C. 20' - 0"
24" O.C. 18' - 11"
32" O.C. *16' - 2"
4 x 4 24" O.C. 10' - 0"
32" O.C.
*9' - 3"
48" O.C. *7' - 8"
4 x 6 24" O.C. 15' - 11"
32" O.C.
*13' - 9"
48" O.C. *11' - 3"
4 x 8 24" O.C. 20' - 0"
32" O.C. *18' - 2"
48" O.C. *14' - 10"
2X2 OR 2X4 @3" O.C. MIN. SPACING
LATTICE OR ½” nominal PLYWOOD

WITH BUILT-UP OR ROLL ROOFING

SIMPSON (OR EQUAL)

POST CAPS OR
"T" STRAP EACH SIDE
½” DIA. THRU BOLTS
OR 16d NAILS
2X SOLID BLOCKING REQUIRED FOR
ALL SOLID PATIO COVERS W/ MIN (3)
16d TOENAILS TO HEADER, OR A-34

OR EQUAL FRAMING ANGLES
24"
MAX.

OVERHANG
KNEE BRACE:

SEE FRAMING
DETAILS (PG. 2)
HEADER SPAN & SIZE:

SEE TABLE “B”
CLEARANCE:
6' - 8" MIN.
8' - 0" MAX.

RAFTER SPAN & SIZE SEE TABLE "A"

EXISTING WOOD

STUD WALL
ROOF SLOPE: ¼" PER FOOT MIN.
3 ½" CONCRETE

SLAB TYPICAL
LEDGER: SEE TABLE “D” &
FRAMING DETAILS (PG. 2)
24"
MAX.

OVERHANG
SLOPE
SIMPSON H2 (OR EQUAL)
HURRICANE CLIPS @ 48" O.C.

EDGE NAIL PLYWOOD W/ 8d
NAILS @ 6" O.C. (Standard 6" /
12" nailing elsewhere)
Typical
4x4 Posts
min
4X4 POST
1" STANDOFF BETWEEN

CONCRETE AND WOOD
POST
FOOTING SIZE:

SEE TABLE “C”

COLUMN BASE - USE

SIMPSON CBSQ, PBS

OR EQUAL W/BOLTS/

SCREWS/NAILS PER
MFG. SPECS.
(951) 332-6464
Fax (951) 332-6995
City of Jurupa Valley
Building Department

PATIO COVER STANDARD
7/22/2016 Final-JurupaValley-
PatioStd-2016.vsd PAGE 1 OF 2
Western Riverside County Code Uniformity Program
8930 Limonite Ave
Jurupa Valley, CA 92509
1 5. ARTIFICIAL LIGHTING IS REQUIRED IN ROOMS THAT HAVE WINDOW OPENINGS INTO

THE COVERED PATIO AREA IF THE TOTAL WINDOW AREA IN THAT ROOM IS LESS THAN 10% OR THE FLOOR AREA OF THE ROOM OR 20 SQUARE FEET, WHICHEVER IS GREATER. 1
1 1

NOTE: VERIFY STRUCTURAL SOUNDNESS OF ROOF

RAFTERS FOR DECAY OR TERMITE DAMAGE,

AND REPLACE WITH LIKE MATERIALS AS

NEEDED, AFTER CONSULTATION WITH THE
BUILDING DEPARTMENT.

TWO ½" DIA. THRU-BOLTS
(W/ WASHERS), PER

CONNECTION AS SHOWN

FOR HEADERS OR RAFTERS-
TWO 2X MEMBERS MAY BE
SUBSTITUTED FOR ONE 4X
MEMBER. SEE TABLES “A” &
“B” FOR SPAN LIMITS
INVERTED HEADER DESIGN OPTION (lattice only)
2X FASCIA (OVERHANG) ATTACHMENT – LATTICE ONLY
NOTES:

1. USE A CONTINUOUS 2X LEDGER – SAME DEPTH

AS RAFTER OR LARGER

2. SEE TABLE “D” FOR BOLTING REQUIREMENTS
NOTE: KNEE BRACING REQUIRED

WHEN RAFTER SPAN
EXCEEDS 12 FEET
RAFTER

APPROVED JOIST
HANGER

EXISTING
STUDS

EXISTING
ROOF

LEDGER ATTACHMENT
DETAIL

LAG BOLTS
(see table d)
4x4
POST
(MIN.)

KNEE BRACE DETAIL AT END POSTS
(REQUIRED WHEN RAFTER SPAN EXCEEDS 12 FT.)
OPTION 1
24"
3"
4x4 BRACE
24"
24"
(2) 2X4 BRACES
24"
A A4x4 POST
HEADER
½” DIA BOLTS W/NUTS &

WASHERS TYPICAL ALL

BRACED CONNECTIONS
OPTION 2

EDGE NAIL
PLYWOOD AT 6"
O.C. AT LEDGER
SIMPSON A-35 OR

EQUAL ANCHOR
2X6 OR LARGER RAFTERS
OPTION 2

PATIO RAFTERS
SEE TABLE “A”
30" MAX

OVERHANG

PATIO RAFTERS
SEE TABLE “A”
2X4 RAFTERS OR PRE-FAB. ROOF TRUSSES
2X4 LEDGER W/ 20d NAILS OR ¼" DIA. X 4"
LONG LAG BOLTS @32" O.C.
2X4 STRUT W/(3) 8d TOENAILS

FROM STRUT TO LEDGER
(2) 16d NAILS
OPTION 1

PATIO RAFTER SPAN
LIMITEDTO 8'FOR LATTICE
COVER
30" MAX

OVERHANG
3"
2x LEDGER

SECTION A-A

APPROVED JOIST HANGER
A-35 OR EQUAL ANCHOR
NOTCH:
1- ½”
(typical)
2X FASCIA
2X2 OR 2X4

PATIO RAFTER SPAN
LIMITEDTO 8'FOR LATTICE
COVER
2X FASCIA

APPROVED

JOIST HANGER
(951) 332-6464
Fax (951) 332-6995
City of Jurupa Valley
Building Department

PATIO COVER STANDARD
7/22/2016 Final-JurupaValley-
PatioStd-2016.vsd PAGE 2 OF 2
Western Riverside County Code Uniformity Program
8390 Limonite Ave
Jurupa Valley CA 92509
1 1

Jurupa Valley City CouncilSeptember 21, 2023

Jurupa Valley City Council
September 21, 2023